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
Bill Burnett, CFP®, CIMA® Bill Burnett, CFP®, CIMA®'s BNY Mellon Wealth Management Experience November 2014 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
BNY Mellon Wealth Management November 2014 - Present
Seacoast National Bank 2013 - November 2014
Northern Trust 2010 - 2013
Merrill Lynch 2004 - 2010
Bank of America 2000 - 2004
Skills
Financial Services, Sales, Investment Management, Securities, Wealth, Wealth Management, Investments, Wealth Management..., Private Banking, Certified Financial..., Asset Management, High Net Worth..., Finance, Small Business, Portfolio Management
Education
University of North Texas 1984 — 1988
Bachelor of Arts (B.A.), Interpersonal Communication and Public Address
Emily Stroker Emily Stroker's BNY Mellon Wealth Management Experience November 2014 - Present
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2014 - Present
Jackalope and Company July 2013 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Gymboree March 2012 - November 2012
Robert W. Baird & Co. May 2012 - August 2012
Skills
Time Management, Sales, Facebook, Customer Service, Microsoft Excel, Social Networking, Retail, Visual Merchandising, PowerPoint, Cashiering, Retail Marketing, Recruiting, Microsoft Word, Microsoft CRM, Microsoft Office, Public Speaking, Teamwork, Social Media Marketing, Social Media, Leadership, Event Planning, Organization Skills, Project Management, Social Media...
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science Business Administration, Human Resources Management and Services
Hinsdale Central High School 2006 — 2010
BNY Mellon Wealth Management November 2014 - Present
Jackalope and Company July 2013 - August 2014
Robert W. Baird & Co. May 2013 - August 2013
Gymboree March 2012 - November 2012
Robert W. Baird & Co. May 2012 - August 2012
Skills
Time Management, Sales, Facebook, Customer Service, Microsoft Excel, Social Networking, Retail, Visual Merchandising, PowerPoint, Cashiering, Retail Marketing, Recruiting, Microsoft Word, Microsoft CRM, Microsoft Office, Public Speaking, Teamwork, Social Media Marketing, Social Media, Leadership, Event Planning, Organization Skills, Project Management, Social Media...
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science Business Administration, Human Resources Management and Services
Hinsdale Central High School 2006 — 2010
Judith Barton Judith Barton's BNY Mellon Wealth Management Experience December 2014 - Present
Job Vice President/Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2014 - Present
Kingsley Gate, Inc. September 2013 - December 2014
US Trust March 2012 - September 2013
Bernstein Global Wealth Management 2004 - 2012
AlphaGraphics 1996 - 2005
Sodexo 1997 - 2000
Nortel Networks 1994 - 1997
Electronic Data Systems 1988 - 1994
Skills
Investments, Alternative Investments, Portfolio Management, Finance, Estate Planning, Investment Strategies, Corporate Finance, Retirement, Asset Managment, Asset Management
Education
University of Oklahoma 1986 — 1988
Bachelor of Science (BS), Finance
The University of Texas at Austin 1984 — 1985
Holland Hall School, Tulsa Oklahoma
BNY Mellon Wealth Management December 2014 - Present
Kingsley Gate, Inc. September 2013 - December 2014
US Trust March 2012 - September 2013
Bernstein Global Wealth Management 2004 - 2012
AlphaGraphics 1996 - 2005
Sodexo 1997 - 2000
Nortel Networks 1994 - 1997
Electronic Data Systems 1988 - 1994
Skills
Investments, Alternative Investments, Portfolio Management, Finance, Estate Planning, Investment Strategies, Corporate Finance, Retirement, Asset Managment, Asset Management
Education
University of Oklahoma 1986 — 1988
Bachelor of Science (BS), Finance
The University of Texas at Austin 1984 — 1985
Holland Hall School, Tulsa Oklahoma
Allison Moschetta Allison Moschetta's BNY Mellon Wealth Management Experience December 2014 - Present
Job Private Banking Office Support Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon One Mellon Center November 2009 - December 2014
Things Remembered Monroeville Mall May 2008 - April 2010
ExpressWestmoreland Mall August 2006 - April 2008
Skills
Customer Service, Customer Satisfaction, Microsoft Office, CRM, Mac, Windows 7, Telephone, Keyboard Skills, Banking, Investments, Investment Banking, Private Banking, Athletics, Intercollegiate..., Teamwork, Team-oriented, Goal Oriented, Grace Under Pressure, Multi Tasking, Perfectionist, Listening to customers, Sales
Education
University of Pittsburgh-Greensburg 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon One Mellon Center November 2009 - December 2014
Things Remembered Monroeville Mall May 2008 - April 2010
ExpressWestmoreland Mall August 2006 - April 2008
Skills
Customer Service, Customer Satisfaction, Microsoft Office, CRM, Mac, Windows 7, Telephone, Keyboard Skills, Banking, Investments, Investment Banking, Private Banking, Athletics, Intercollegiate..., Teamwork, Team-oriented, Goal Oriented, Grace Under Pressure, Multi Tasking, Perfectionist, Listening to customers, Sales
Education
University of Pittsburgh-Greensburg 2005 — 2009
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Carolyn Simon's BNY Mellon Wealth Management Experience September 2014 - Present
Job Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
BNY Mellon Wealth Management September 2014 - Present
PNC Wealth Management October 2012 - August 2014
Morgan Stanley Smith Barney November 2010 - October 2012
Carolyn Simon Interiors July 2004 - October 2010
US Trust January 1998 - January 2000
Citibank February 1993 - February 1996
Fiduciary Trust Company 1989 - 1992
Skills
Wealth Management, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, Series 63, Series 7, Portfolio Management, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Asset Management, Finance, Investments, Mutual Funds, Retirement Planning, Financial Planning, High Net Worth..., Wealth, Management, Financial Services, Securities, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1993 — 2000
MBA, FINANCE AND MARKETING
The George Washington University 1983 — 1987
B.A., International Affairs
Walt Whitman High School
Brendan Beitler's BNY Mellon Wealth Management Experience December 2014 - Present
Job Sales Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon Wealth Management July 2014 - December 2014
Stetson University April 2013 - May 2014
Panera Bread August 2009 - May 2014
Stetson University December 2012 - December 2013
Stetson University December 2011 - December 2012
Stetson University January 2011 - May 2012
Stetson University February 2011 - December 2011
Village Health Market August 2007 - August 2009
Skills
Leadership, Public Speaking, Customer Service, Event Management, Liability Analysis, Budgets, Event Planning, Time Management, Fundraising, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Training, Management, Social Networking, Leadership Development, Teamwork
Education
Stetson University 2010 — 2014
Bachelor's Degree, Finance
BNY Mellon Wealth Management December 2014 - Present
BNY Mellon Wealth Management July 2014 - December 2014
Stetson University April 2013 - May 2014
Panera Bread August 2009 - May 2014
Stetson University December 2012 - December 2013
Stetson University December 2011 - December 2012
Stetson University January 2011 - May 2012
Stetson University February 2011 - December 2011
Village Health Market August 2007 - August 2009
Skills
Leadership, Public Speaking, Customer Service, Event Management, Liability Analysis, Budgets, Event Planning, Time Management, Fundraising, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Training, Management, Social Networking, Leadership Development, Teamwork
Education
Stetson University 2010 — 2014
Bachelor's Degree, Finance
Chad Wall Chad Wall's BNY Mellon Wealth Management Experience August 2010 - Present
Job Senior Director | Vice President at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2010 - Present
Bellevue College Foundation October 2011 - Present
Wall Financial Group, LLC March 2000 - October 2010
Elliott Bay Mortgage and Financial Services December 1999 - October 2006
Residential Mortgage Concepts July 1997 - December 1999
Pacific Investment and Loan July 1995 - June 1997
Norwest Financial November 1991 - June 1995
Skills
Investments, Portfolio Management, Strategic Planning, Finance, Wealth Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Analysis, Financial Modeling, Securities, Asset Allocation, Retirement Planning, Asset Management, Insurance, Leadership, Wealth, Financial Services, Risk Management, Small Business, Mutual Funds, Financial Risk, Investment Management, Investment Strategies, Alternative Investments, 401k, Executive Management, Retirement, Financial Advisory, Estate Planning, Financial Planners, Financial Planning
Education
University of Montana
BS, Business Administration
BNY Mellon Wealth Management August 2010 - Present
Bellevue College Foundation October 2011 - Present
Wall Financial Group, LLC March 2000 - October 2010
Elliott Bay Mortgage and Financial Services December 1999 - October 2006
Residential Mortgage Concepts July 1997 - December 1999
Pacific Investment and Loan July 1995 - June 1997
Norwest Financial November 1991 - June 1995
Skills
Investments, Portfolio Management, Strategic Planning, Finance, Wealth Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Analysis, Financial Modeling, Securities, Asset Allocation, Retirement Planning, Asset Management, Insurance, Leadership, Wealth, Financial Services, Risk Management, Small Business, Mutual Funds, Financial Risk, Investment Management, Investment Strategies, Alternative Investments, 401k, Executive Management, Retirement, Financial Advisory, Estate Planning, Financial Planners, Financial Planning
Education
University of Montana
BS, Business Administration
Scott Fleming's BNY Mellon Wealth Management Experience July 2015 - Present
Job Regional PresidentRocky Mountain Region at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
The Bank of Tampa August 2013 - July 2015
Wells Fargo Advisors September 2011 - August 2013
Morgan Stanley Wealth Management 1996 - 2011
Skills
Recruiting, Sales Management, Collaborative Problem..., Executive Management, Business Strategy, Business Development, Business Planning, Sales Leadership..., Sales Presentations, Sales Process, Executive Coaching, Hands-on Training, Business Coaching, Advocacy, Philanthropy, Community Outreach, Communication Skills, Financial Services, Entrepreneurship, Strategic Planning, Public Speaking, Training, CRM, Marketing, Leadership, Strategic Partnerships, Sales, Coaching, Management, Wealth Management, Investments
Education
University of South Florida 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1983 — 1984
Business
Wilbraham & Monson Academy Prep School
BNY Mellon Wealth Management July 2015 - Present
The Bank of Tampa August 2013 - July 2015
Wells Fargo Advisors September 2011 - August 2013
Morgan Stanley Wealth Management 1996 - 2011
Skills
Recruiting, Sales Management, Collaborative Problem..., Executive Management, Business Strategy, Business Development, Business Planning, Sales Leadership..., Sales Presentations, Sales Process, Executive Coaching, Hands-on Training, Business Coaching, Advocacy, Philanthropy, Community Outreach, Communication Skills, Financial Services, Entrepreneurship, Strategic Planning, Public Speaking, Training, CRM, Marketing, Leadership, Strategic Partnerships, Sales, Coaching, Management, Wealth Management, Investments
Education
University of South Florida 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
University of Miami 1983 — 1984
Business
Wilbraham & Monson Academy Prep School
Darren Appel's BNY Mellon Wealth Management Experience August 2015 - Present
Job Portfolio Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
Telemus Capital March 2013 - June 2015
MUSIC Matters May 2014 - May 2015
Aeropostale October 2010 - August 2012
Skills
Customer Satisfaction, Facebook, Store Operations, Trend Analysis, Social Media, Teamwork, Marketing, Sales Management, Event Planning, Social Networking, Leadership, Credit Analysis, Analysis, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor’s Degree, Business - Finance Emphasis
Springport High School 2007 — 2011
High School
BNY Mellon Wealth Management August 2015 - Present
Telemus Capital March 2013 - June 2015
MUSIC Matters May 2014 - May 2015
Aeropostale October 2010 - August 2012
Skills
Customer Satisfaction, Facebook, Store Operations, Trend Analysis, Social Media, Teamwork, Marketing, Sales Management, Event Planning, Social Networking, Leadership, Credit Analysis, Analysis, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor’s Degree, Business - Finance Emphasis
Springport High School 2007 — 2011
High School
Olivia Lubeck's BNY Mellon Wealth Management Experience June 2013 - September 2013
Job Strategy Consultant at Stradella Road
Industry Financial Services
Experience
Stradella Road August 2015 - Present
Lionsgate November 2014 - August 2015
TalentWorks August 2014 - November 2014
Daniel College of Business' Reiman Investment Fund January 2014 - June 2014
Clyfford Stil Museum January 2014 - April 2014
BNY Mellon Wealth Management June 2013 - September 2013
Forkly January 2013 - June 2013
Nepenthe Wines November 2011 - February 2012
Skills
Social Media Marketing, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Sales, Event Planning, Public Relations, Communication, Creative Direction, Adaptability, Positive Personality, Journalism, Collaboration, Final Cut Pro, iMovie, Digital Photography, Hospitality Management, SEO, Financial Analysis, WordPress, Execution of Business..., Project Management, Wealth Management, Financial Modeling, Microsoft Office
Education
University of Denver - Daniels College of Business 2011 — 2014
BSBA, Finance and Marketing
Stradella Road August 2015 - Present
Lionsgate November 2014 - August 2015
TalentWorks August 2014 - November 2014
Daniel College of Business' Reiman Investment Fund January 2014 - June 2014
Clyfford Stil Museum January 2014 - April 2014
BNY Mellon Wealth Management June 2013 - September 2013
Forkly January 2013 - June 2013
Nepenthe Wines November 2011 - February 2012
Skills
Social Media Marketing, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Sales, Event Planning, Public Relations, Communication, Creative Direction, Adaptability, Positive Personality, Journalism, Collaboration, Final Cut Pro, iMovie, Digital Photography, Hospitality Management, SEO, Financial Analysis, WordPress, Execution of Business..., Project Management, Wealth Management, Financial Modeling, Microsoft Office
Education
University of Denver - Daniels College of Business 2011 — 2014
BSBA, Finance and Marketing
Eric Mai's BNY Mellon Wealth Management Experience March 2013 - Present
Job Sr. Marketing Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2013 - Present
Brown Brothers Harriman August 2010 - December 2012
GE Capital July 2009 - October 2009
GE Capital January 2009 - June 2009
The Coca-Cola Company May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Business Intelligence, Project Management, Marketing, Microsoft Office, Competitive Analysis, Management, Accounting, Analytics, Leadership, Analysis
Education
American University of Paris 2007 — 2010
Bachelor of Science (B.S.), International Finance, International Business Administration
The University of Texas at Austin
Biomedical Engineering, Pre-Medicine
BNY Mellon Wealth Management March 2013 - Present
Brown Brothers Harriman August 2010 - December 2012
GE Capital July 2009 - October 2009
GE Capital January 2009 - June 2009
The Coca-Cola Company May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Business Intelligence, Project Management, Marketing, Microsoft Office, Competitive Analysis, Management, Accounting, Analytics, Leadership, Analysis
Education
American University of Paris 2007 — 2010
Bachelor of Science (B.S.), International Finance, International Business Administration
The University of Texas at Austin
Biomedical Engineering, Pre-Medicine
Gabrielle Stewart's BNY Mellon Wealth Management Experience August 2006 - Present
Job Senior Marketing Specialist, Regional Event Coordinator at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2006 - Present
Skills
Marketing, Direct Marketing, Marketing Communications, Investment Management, Wealth Management, Wealth, Private Banking, Financial Services, Personal Finance, Alternative Investments, Securities, Asset Allocation
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts (BA), Magna Cum Laude, Dual Major: French Language and Literature, Business Administration
BNY Mellon Wealth Management August 2006 - Present
Skills
Marketing, Direct Marketing, Marketing Communications, Investment Management, Wealth Management, Wealth, Private Banking, Financial Services, Personal Finance, Alternative Investments, Securities, Asset Allocation
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts (BA), Magna Cum Laude, Dual Major: French Language and Literature, Business Administration
Ray Sague Ray Sague's BNY Mellon Wealth Management Experience 1999 - 2006
Job Business Owner/Financial Coach/RecruiterPrimerica Financial Services
Industry Financial Services
Experience
St Luke's Church 2013 - 2013
Davidson Trust Co/A Division of Bryn Mawr Trust Company 2006 - 2013
BNY Mellon Wealth Management 1999 - 2006
Homestead Funds/National Rural Electric Cooperative Assn 1995 - 1999
Riggs Bank/Now PNC Financial Wash DC Area 1989 - 1995
Skills
Private Wealth..., Portfolio Management, Alternative Investments, Investment Advisory..., Strategic Financial..., Trust Management, Institutional Asset..., Investments, Fiduciary Management, Leadership, Business Development, New Business Development, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Equities, Fixed Income
Education
CFA Institute
Chartered Financial Analyst(CFA)
Harvard Business School/CFA Institute
Certicate of Completion-Investment Program-2006
The George Washington University
Master of Business Administration (MBA), Finance and Investments
St Luke's Church 2013 - 2013
Davidson Trust Co/A Division of Bryn Mawr Trust Company 2006 - 2013
BNY Mellon Wealth Management 1999 - 2006
Homestead Funds/National Rural Electric Cooperative Assn 1995 - 1999
Riggs Bank/Now PNC Financial Wash DC Area 1989 - 1995
Skills
Private Wealth..., Portfolio Management, Alternative Investments, Investment Advisory..., Strategic Financial..., Trust Management, Institutional Asset..., Investments, Fiduciary Management, Leadership, Business Development, New Business Development, Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Equities, Fixed Income
Education
CFA Institute
Chartered Financial Analyst(CFA)
Harvard Business School/CFA Institute
Certicate of Completion-Investment Program-2006
The George Washington University
Master of Business Administration (MBA), Finance and Investments
Judy Garozzo Judy Garozzo's BNY Mellon Wealth Management Experience June 2008 - January 2014
Job Vice President, Project Manager, BNY Mellon University (BKU)
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
BNY Mellon January 2014 - Present
BNY Mellon Wealth Management June 2008 - January 2014
BNY Mellon Wealth Management June 2006 - June 2008
Freelance Graphic Designer 1997 - 2006
KPMG Peat Marwick July 1988 - 1997
Skills
Project Management, E-Learning, Microsoft Excel, Captivate, PowerPoint, Adobe Creative Suite, Blended Learning, Photoshop, Video Production, Multimedia, Microsoft Office, Training, web based training, WebEx, Outlook, Dreamweaver, Web Design, Needs Analysis, Instructional Design, Management, CRM, Leadership, Customer Service, Financial Services, Marketing, Leadership Development
Education
University of Massachusetts Lowell 1984 — 1988
Bachelor, Graphic Design
BNY Mellon June 2015 - Present
BNY Mellon January 2014 - Present
BNY Mellon Wealth Management June 2008 - January 2014
BNY Mellon Wealth Management June 2006 - June 2008
Freelance Graphic Designer 1997 - 2006
KPMG Peat Marwick July 1988 - 1997
Skills
Project Management, E-Learning, Microsoft Excel, Captivate, PowerPoint, Adobe Creative Suite, Blended Learning, Photoshop, Video Production, Multimedia, Microsoft Office, Training, web based training, WebEx, Outlook, Dreamweaver, Web Design, Needs Analysis, Instructional Design, Management, CRM, Leadership, Customer Service, Financial Services, Marketing, Leadership Development
Education
University of Massachusetts Lowell 1984 — 1988
Bachelor, Graphic Design
Pamela Farnsworth-Ray Pamela Farnsworth-Ray's BNY Mellon Wealth Management Experience April 2007 - January 2009
Job Administrative Professional | Office Manager
Industry Financial Services
Experience
BNY Mellon August 2009 - September 2014
BNY Mellon Wealth Management April 2007 - January 2009
BNY Mellon Wealth Management January 2001 - April 2007
BNY Mellon Wealth Management July 1999 - January 2001
Skills
Customer Service, Administrative..., Team Building, Sales, Office Management, Outlook, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Travel Arrangements, International &..., English, Keyboarding, Meeting Scheduling, Peer Mentoring, Mentoring New Hires, Family Caregiving, Music Education, Music Theory, Lotus Notes, PeopleSoft, Events Coordination, Receptionist Duties, Early Childhood Music..., Music Pedagogy, Business Resumption..., Songwriting, Ordering Office Supplies, Executive Calendar..., Musical Theatre, Singing, Piano Playing, Crisis Counselling, Expense Reports, Childcare, Praise & Worship, Accounts Payable, Purchasing, Flute, Nonprofits
Education
University of Massachusetts Lowell
Bachelor's degree, Music
Burlington High School
BNY Mellon August 2009 - September 2014
BNY Mellon Wealth Management April 2007 - January 2009
BNY Mellon Wealth Management January 2001 - April 2007
BNY Mellon Wealth Management July 1999 - January 2001
Skills
Customer Service, Administrative..., Team Building, Sales, Office Management, Outlook, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Travel Arrangements, International &..., English, Keyboarding, Meeting Scheduling, Peer Mentoring, Mentoring New Hires, Family Caregiving, Music Education, Music Theory, Lotus Notes, PeopleSoft, Events Coordination, Receptionist Duties, Early Childhood Music..., Music Pedagogy, Business Resumption..., Songwriting, Ordering Office Supplies, Executive Calendar..., Musical Theatre, Singing, Piano Playing, Crisis Counselling, Expense Reports, Childcare, Praise & Worship, Accounts Payable, Purchasing, Flute, Nonprofits
Education
University of Massachusetts Lowell
Bachelor's degree, Music
Burlington High School
Brendan Treanor Brendan Treanor's BNY Mellon Wealth Management Experience June 2015 - August 2015
Job Summer Mortgage Intern at BNY Mellon Wealth Management
Industry Financial Services
Experience
Special Olympics September 2011 - Present
Belmont Youth Lacrosse January 2010 - Present
BNY Mellon Wealth Management June 2015 - August 2015
Sprinkle’s Ice Cream Shoppe July 2013 - January 2015
College Pro May 2013 - July 2013
St. Joseph’s Parish January 2009 - January 2012
Oakley Country Club January 2008 - January 2012
Skills
Research, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Leadership
Education
Tufts University 2012 — 2016
Economics
Belmont Hill School 2006 — 2012
Special Olympics September 2011 - Present
Belmont Youth Lacrosse January 2010 - Present
BNY Mellon Wealth Management June 2015 - August 2015
Sprinkle’s Ice Cream Shoppe July 2013 - January 2015
College Pro May 2013 - July 2013
St. Joseph’s Parish January 2009 - January 2012
Oakley Country Club January 2008 - January 2012
Skills
Research, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Leadership
Education
Tufts University 2012 — 2016
Economics
Belmont Hill School 2006 — 2012
Benjamin C. Rodgers Benjamin C. Rodgers's BNY Mellon Wealth Management Experience November 2014 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2014 - Present
BNY Mellon Wealth Management March 2014 - October 2014
Bernstein Global Wealth Management 2011 - March 2014
Burglass and Tankersly 2007 - 2010
Adams and Reese LLP 2003 - 2007
US Army 1996 - 2001
Skills
Wealth Management, Estate Planning, Financial Advisory, Asset Allocation, Retirement Planning, Investments, Investment Strategies, Trusts, Wealth Management..., Tax, Financial Planners, Wealth, FINRA, Finance, Alternative Investments, Financial Services, Securities, Valuation, Asset Management, Investment Advisory, Series 63, Financial Modeling, Series 7, Equities, Portfolio Management, Venture Capital, Private Equity
Education
United States Military Academy at West Point 1991 — 1996
BS
The Ohio State University Moritz College of Law 2001 — 2004
JD
BNY Mellon Wealth Management November 2014 - Present
BNY Mellon Wealth Management March 2014 - October 2014
Bernstein Global Wealth Management 2011 - March 2014
Burglass and Tankersly 2007 - 2010
Adams and Reese LLP 2003 - 2007
US Army 1996 - 2001
Skills
Wealth Management, Estate Planning, Financial Advisory, Asset Allocation, Retirement Planning, Investments, Investment Strategies, Trusts, Wealth Management..., Tax, Financial Planners, Wealth, FINRA, Finance, Alternative Investments, Financial Services, Securities, Valuation, Asset Management, Investment Advisory, Series 63, Financial Modeling, Series 7, Equities, Portfolio Management, Venture Capital, Private Equity
Education
United States Military Academy at West Point 1991 — 1996
BS
The Ohio State University Moritz College of Law 2001 — 2004
JD
Jessica De Stasio's BNY Mellon Wealth Management Experience August 2014 - Present
Job Mutual Fund Accountant
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2014 - Present
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor of Science in Business Administration
La Jolla High School 2006 — 2010
High School Diploma
BNY Mellon Wealth Management August 2014 - Present
Education
University of Central Florida - College of Business Administration 2010 — 2014
Bachelor of Science in Business Administration
La Jolla High School 2006 — 2010
High School Diploma
Connor Reilly Connor Reilly's BNY Mellon Wealth Management Experience June 2013 - Present
Job Sales Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2013 - Present
Brian A. Sutton, P.C. August 2012 - April 2013
Kidder-Reilly Consulting Group 2008 - 2010
The Soccer Post 2009 - 2009
Skills
Proficient in Microsoft..., Excellent Client..., Extensive Team Work..., Marketing, Sales, Management, Customer Service, Microsoft Excel, Accounting, PowerPoint, Microsoft Office
Education
Trinity College-Hartford 2008 — 2012
Fairfield College Preparatory School 2004 — 2008
BNY Mellon Wealth Management June 2013 - Present
Brian A. Sutton, P.C. August 2012 - April 2013
Kidder-Reilly Consulting Group 2008 - 2010
The Soccer Post 2009 - 2009
Skills
Proficient in Microsoft..., Excellent Client..., Extensive Team Work..., Marketing, Sales, Management, Customer Service, Microsoft Excel, Accounting, PowerPoint, Microsoft Office
Education
Trinity College-Hartford 2008 — 2012
Fairfield College Preparatory School 2004 — 2008
Christina Maldonado Christina Maldonado's BNY Mellon Wealth Management Experience February 2015 - Present
Job Portfolio Analyst
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Thomson Reuters October 2011 - January 2015
The Ayco Company, L.P., A Goldman Sachs Company January 2010 - December 2010
Skills
PowerPoint, Outlook, Access, Microsoft Office, Adobe Acrobat, Windows, Internet Explorer, Spreadsheets, Microsoft Excel, Microsoft Word, Thomson Reuters Eikon, Microsoft Access, Capital Markets Analysis, Capital Markets, US Corporate Bonds, Fixed Income, Analysis, Corporate Finance, Investments, Social Media, Fixed Income Analysis, Data Analysis, Data Entry, Databases, Data Management, Mergers & Acquisitions, Analytics, Bonds, Finance, Management, Economics, Financial Accounting, Financial Modeling, Private Equity, Bloomberg, Financial Analysis, Business Strategy, Valuation, Risk Management, Financial Markets, Financial Reporting, Tax, Portfolio Management, Bloomberg Terminal
Education
Tuck School of Business at Dartmouth 2011 — 2011
Diploma, Tuck Business Bridge Program
Union College 2007 — 2011
Bachelor of Arts, Double; Managerial Economics and Spanish
Walter Panas High School 2003 — 2007
BNY Mellon Wealth Management February 2015 - Present
Thomson Reuters October 2011 - January 2015
The Ayco Company, L.P., A Goldman Sachs Company January 2010 - December 2010
Skills
PowerPoint, Outlook, Access, Microsoft Office, Adobe Acrobat, Windows, Internet Explorer, Spreadsheets, Microsoft Excel, Microsoft Word, Thomson Reuters Eikon, Microsoft Access, Capital Markets Analysis, Capital Markets, US Corporate Bonds, Fixed Income, Analysis, Corporate Finance, Investments, Social Media, Fixed Income Analysis, Data Analysis, Data Entry, Databases, Data Management, Mergers & Acquisitions, Analytics, Bonds, Finance, Management, Economics, Financial Accounting, Financial Modeling, Private Equity, Bloomberg, Financial Analysis, Business Strategy, Valuation, Risk Management, Financial Markets, Financial Reporting, Tax, Portfolio Management, Bloomberg Terminal
Education
Tuck School of Business at Dartmouth 2011 — 2011
Diploma, Tuck Business Bridge Program
Union College 2007 — 2011
Bachelor of Arts, Double; Managerial Economics and Spanish
Walter Panas High School 2003 — 2007
David Breitwieser David Breitwieser's BNY Mellon Wealth Management Experience December 1997 - Present
Job Senior Director Team Leader at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 1997 - Present
Barnett Capital Advisors, Incorporated February 1993 - November 1997
First Florida Bank, N.A. January 1991 - February 1993
Skills
Asset Allocation, Investments, Portfolio Management
Education
University of South Florida 1986 — 1990
Bachelor's Degree, Finance, General
BNY Mellon Wealth Management December 1997 - Present
Barnett Capital Advisors, Incorporated February 1993 - November 1997
First Florida Bank, N.A. January 1991 - February 1993
Skills
Asset Allocation, Investments, Portfolio Management
Education
University of South Florida 1986 — 1990
Bachelor's Degree, Finance, General
Frank Prinzivalli's BNY Mellon Wealth Management Experience September 2003 - September 2005
Job Real Estate Agent & Property Manager
Industry Real Estate
Experience
Park Hill Real Estate 2013 - Present
Massachusetts Institute of Technology (MIT) October 2008 - 2013
Digitas May 2008 - October 2008
Countrywide Full Spectrum Lending September 2005 - May 2008
BNY Mellon Wealth Management September 2003 - September 2005
Thomson Reuters January 2001 - September 2003
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Entrepreneurship, Management, Leadership, Forecasting, Strategic Planning, Strategic Financial..., Sales, Bloomberg, Market Research, New Business Development, Research, Business Strategy, Negotiation, Business Development, Social Networking, Management Consulting, Economics, Nonprofits, Time Management, Real Estate, Real Estate Investment..., Account Management, Financial Accounting, Accounting, Financial Planning, Budgets
Education
Suffolk University - Sawyer School of Management 1998 — 2002
Bachelor of Science in Business Administration, Finance
University of Massachusetts at Lowell 2011 — 2013
MBA, Accounting and Finance
Park Hill Real Estate 2013 - Present
Massachusetts Institute of Technology (MIT) October 2008 - 2013
Digitas May 2008 - October 2008
Countrywide Full Spectrum Lending September 2005 - May 2008
BNY Mellon Wealth Management September 2003 - September 2005
Thomson Reuters January 2001 - September 2003
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Entrepreneurship, Management, Leadership, Forecasting, Strategic Planning, Strategic Financial..., Sales, Bloomberg, Market Research, New Business Development, Research, Business Strategy, Negotiation, Business Development, Social Networking, Management Consulting, Economics, Nonprofits, Time Management, Real Estate, Real Estate Investment..., Account Management, Financial Accounting, Accounting, Financial Planning, Budgets
Education
Suffolk University - Sawyer School of Management 1998 — 2002
Bachelor of Science in Business Administration, Finance
University of Massachusetts at Lowell 2011 — 2013
MBA, Accounting and Finance
Brian Stanton's BNY Mellon Wealth Management Experience November 2013 - August 2015
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
BNY Mellon Wealth Management November 2013 - August 2015
BNY Mellon Wealth Management February 2012 - October 2013
State Street January 2011 - January 2012
M/A-COM Federal Credit Union July 2010 - September 2010
Market Basket September 2002 - January 2010
Skills
Team Leadership, Fund Accounting, Event Management, Financial Services, Fundraising, Mutual Funds, Financial Analysis, Microsoft Excel, Strategic Financial..., SPSS, PowerPoint, Accounting, PeopleSoft, Microsoft Word, Investments, Management, CRM, Leadership, Finance, Asset Allocation, Sales
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Business Administration
NRHS 2002 — 2006
Merrill Lynch August 2015 - Present
BNY Mellon Wealth Management November 2013 - August 2015
BNY Mellon Wealth Management February 2012 - October 2013
State Street January 2011 - January 2012
M/A-COM Federal Credit Union July 2010 - September 2010
Market Basket September 2002 - January 2010
Skills
Team Leadership, Fund Accounting, Event Management, Financial Services, Fundraising, Mutual Funds, Financial Analysis, Microsoft Excel, Strategic Financial..., SPSS, PowerPoint, Accounting, PeopleSoft, Microsoft Word, Investments, Management, CRM, Leadership, Finance, Asset Allocation, Sales
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science, Business Administration
NRHS 2002 — 2006
Ruochen Ren's BNY Mellon Wealth Management Experience May 2015 - Present
Job Security Settlement Processor at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management May 2015 - Present
YMCA of Greater Pittsburgh March 2015 - Present
Xinghe Public Accounting Firm July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Chinese, QuickBooks, TaxWise, Microsoft Word, PowerPoint, Teamwork, Access, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor's degree, Accounting and Finance, Graduated
BNY Mellon Wealth Management May 2015 - Present
YMCA of Greater Pittsburgh March 2015 - Present
Xinghe Public Accounting Firm July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Chinese, QuickBooks, TaxWise, Microsoft Word, PowerPoint, Teamwork, Access, Public Speaking
Education
University of Pittsburgh 2010 — 2014
Bachelor's degree, Accounting and Finance, Graduated
April Nicole Brown April Nicole Brown's BNY Mellon Wealth Management Experience June 2014 - Present
Job Lending Assistant at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2014 - Present
Women's Initiative for Self Employment September 2011 - Present
Wells Fargo January 2009 - August 2012
Skills
Research, Public Speaking, Non-profits, Data Analysis, Fundraising, Strategic Planning, Investments, Credit, Portfolio Management, Event Planning, Microsoft Office, Microsoft Excel, Banking, Entrepreneurship, Leadership
Education
University of California, Berkeley 2001 — 2007
Bachelor of Arts (B.A.), International Business
University of California, Berkeley 2001 — 2007
Bachelor of Arts (B.A.), History
Sussex University 2005 — 2005
General Studies
BNY Mellon Wealth Management June 2014 - Present
Women's Initiative for Self Employment September 2011 - Present
Wells Fargo January 2009 - August 2012
Skills
Research, Public Speaking, Non-profits, Data Analysis, Fundraising, Strategic Planning, Investments, Credit, Portfolio Management, Event Planning, Microsoft Office, Microsoft Excel, Banking, Entrepreneurship, Leadership
Education
University of California, Berkeley 2001 — 2007
Bachelor of Arts (B.A.), International Business
University of California, Berkeley 2001 — 2007
Bachelor of Arts (B.A.), History
Sussex University 2005 — 2005
General Studies
Elyse Sabedra's BNY Mellon Wealth Management Experience June 2015 - Present
Job ILIT Unit Manager
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon Wealth Management October 2013 - May 2015
S&T Bank March 2011 - October 2013
S&T Bank June 2010 - March 2011
Chestnut Ridge Golf Resort & Conference Center May 2009 - August 2009
Skills
Personal Trust..., Wealth Management, Business Analysis, Process Improvement, Trust Services, Microsoft Office, Strategic Communications, Training, Solution Implementation, Project Planning, Conversion Optimization, System Conversion, Software Conversions, Internal & External..., Reports, Procedure Development, Procedure Creation, Finance, Banking, Commercial Banking, Credit
Education
University of Pittsburgh 2006 — 2010
Business, Marketing
BNY Mellon Wealth Management June 2015 - Present
BNY Mellon Wealth Management October 2013 - May 2015
S&T Bank March 2011 - October 2013
S&T Bank June 2010 - March 2011
Chestnut Ridge Golf Resort & Conference Center May 2009 - August 2009
Skills
Personal Trust..., Wealth Management, Business Analysis, Process Improvement, Trust Services, Microsoft Office, Strategic Communications, Training, Solution Implementation, Project Planning, Conversion Optimization, System Conversion, Software Conversions, Internal & External..., Reports, Procedure Development, Procedure Creation, Finance, Banking, Commercial Banking, Credit
Education
University of Pittsburgh 2006 — 2010
Business, Marketing
Eric Stein Eric Stein's BNY Mellon Wealth Management Experience June 2013 - Present
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management June 2013 - Present
SunTrust Bank 2006 - 2013
Merrill Lynch 1998 - 2006
Home Savings of America 1993 - 1998
T. Rowe Price 1985 - 1993
Skills
Investment Management, Strategic Financial..., Consumer Lending, Commercial Lending, Fixed Annuities, Variable Annuities, Series 63, Series 7, Asset Allocation, Financial Planning, Wealth Management...
Education
Towson University 1981 — 1984
BS, Mass Communication/Media Studies
The Florida Bankers Trust School 2010 — 2012
Trust Certification, Trusts, Wills & Estates
BNY Mellon Wealth Management June 2013 - Present
SunTrust Bank 2006 - 2013
Merrill Lynch 1998 - 2006
Home Savings of America 1993 - 1998
T. Rowe Price 1985 - 1993
Skills
Investment Management, Strategic Financial..., Consumer Lending, Commercial Lending, Fixed Annuities, Variable Annuities, Series 63, Series 7, Asset Allocation, Financial Planning, Wealth Management...
Education
Towson University 1981 — 1984
BS, Mass Communication/Media Studies
The Florida Bankers Trust School 2010 — 2012
Trust Certification, Trusts, Wills & Estates
Eric J. Matheson's BNY Mellon Wealth Management Experience July 2013 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
BNY Mellon Wealth Management July 2013 - Present
Raymond James November 2010 - June 2013
Merrill Lynch August 2008 - December 2009
Bernstein Global Wealth Management January 2004 - August 2008
Offitbank/Wachovia Bank, N.A. April 2001 - January 2004
Law Offices of Eric J. Matheson, P.A. August 1996 - April 2001
Broad and Cassel August 1994 - June 1996
Fine Jacobson, Schwartz, Nash & Block June 1993 - August 1994
Skills
Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning, Equities, Investment Management, Trusts, Fixed Income, Capital Markets, Financial Advisory, High Net Worth...
Education
University of Miami School of Law 1996 — 1999
LL.M., Graduate Program in Estate Planning
University of Miami School of Law 1989 — 1992
JD, Law
University of Miami 1985 — 1989
BA, with honors, (Major, Religious Studies; Minor, Economics)
Alan B. Zinkin Alan B. Zinkin's BNY Mellon Wealth Management Experience March 2015 - Present
Job Senior Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
BNY Mellon Wealth Management March 2015 - Present
Longrun Acquisitions LLC 2006 - Present
Fisher Investments January 2013 - January 2015
Marathon Asset Management LLC 2006 - 2013
USAA Investment Management Company 2002 - 2006
ManagerLink.com / gTranz.com / QRex.com 2000 - 2002
KPMG Peat Marwick Consulting 1996 - 1999
Andersen Consulting 1993 - 1995
Optima Group 1991 - 1993
New York Life Insurance Company 1989 - 1991
Skills
Investments, Wealth Management, Asset Managment, Private Equity, Portfolio Management, Asset Allocation, Management Consulting, Product Development, Mutual Funds, Investment Strategies, Alternative Investments, Financial Services, Marketing Strategy, Entrepreneurship, Series 63, Series 65, Angel Investing, Investment Management, Growth Strategy..., Equities, Finance, Real Estate, Risk Management, Financial Advisory, Securities, Strategic Financial..., Consulting, Financial Markets, Executive Management, Capital Markets, Fixed Income, Investment Banking, Growth Strategies, Venture Capital, Distribution Strategy, Series 3, Integrity, Asset Management, Business Development, Funding, Hedge Funds, Investment Advisory, Due Diligence, Financial Planning
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance & Marketing
University of Pennsylvania 1984 — 1987
BA, Economics
University of Pennsylvania - The Wharton School 1984 — 1987
BBA, Finance
Kim Dolson Gustafson's BNY Mellon Wealth Management Experience December 2013 - Present
Job VP/TX, CO & SW RegionResidential Mortgage Banker at BNY Mellon NMLSR: 404870
Industry Banking
Experience
BNY Mellon Wealth Management December 2013 - Present
Wells Fargo Home Mortgage June 2013 - December 2013
Ascent Financial Services, LLC, An Affiliate of Wells Fargo Home Mortgage December 2011 - December 2012
Wells Fargo Private Mortgage April 2009 - December 2011
Bank of America April 2006 - April 2009
Bank of America August 2003 - April 2006
American Express Financial Advisors August 2002 - August 2003
Skills
Mortgage Banking, Credit, Mortgage Lending, Refinance, Credit Analysis, Loans, Loan Origination, Residential Mortgages, Commercial Lending, Small Business Lending, FHA financing, Certified Mortgage..., Home Equity Loans, Consumer Lending, Finance, Underwriting, Banking, Government Loans, Lines Of Credit, FHA, VA loans, USDA, Mortgage Underwriting, Construction Loans, Series 7
Education
The University of Texas at Austin 1996 — 2000
Corporate Communications
BNY Mellon Wealth Management December 2013 - Present
Wells Fargo Home Mortgage June 2013 - December 2013
Ascent Financial Services, LLC, An Affiliate of Wells Fargo Home Mortgage December 2011 - December 2012
Wells Fargo Private Mortgage April 2009 - December 2011
Bank of America April 2006 - April 2009
Bank of America August 2003 - April 2006
American Express Financial Advisors August 2002 - August 2003
Skills
Mortgage Banking, Credit, Mortgage Lending, Refinance, Credit Analysis, Loans, Loan Origination, Residential Mortgages, Commercial Lending, Small Business Lending, FHA financing, Certified Mortgage..., Home Equity Loans, Consumer Lending, Finance, Underwriting, Banking, Government Loans, Lines Of Credit, FHA, VA loans, USDA, Mortgage Underwriting, Construction Loans, Series 7
Education
The University of Texas at Austin 1996 — 2000
Corporate Communications
Shawna Secker Shawna Secker's BNY Mellon Wealth Management Experience July 2006 - March 2011
Job Business Development Director at American Heart Association
Industry Fund-Raising
Experience
American Heart Association October 2013 - Present
Downtown Billings Rotary July 2012 - Present
Billings Studio Theatre July 2011 - Present
National Multiple Sclerosis Society, Greater Northwest Chapter March 2011 - September 2013
BNY Mellon July 2006 - March 2011
BNY Mellon Wealth Management July 2006 - March 2011
Sterling Savings Bank 1998 - 2006
Skills
Investments, Financial Analysis, Portfolio Management
Education
University of Pittsburgh 1999 — 2000
Semester At Sea
The Evergreen State College
Economics
American Heart Association October 2013 - Present
Downtown Billings Rotary July 2012 - Present
Billings Studio Theatre July 2011 - Present
National Multiple Sclerosis Society, Greater Northwest Chapter March 2011 - September 2013
BNY Mellon July 2006 - March 2011
BNY Mellon Wealth Management July 2006 - March 2011
Sterling Savings Bank 1998 - 2006
Skills
Investments, Financial Analysis, Portfolio Management
Education
University of Pittsburgh 1999 — 2000
Semester At Sea
The Evergreen State College
Economics
Omar Tirado Omar Tirado's BNY Mellon Wealth Management Experience January 2001 - October 2007
Job Client Advisor at Seaside National Bank & Trust
Industry Investment Management
Experience
Seaside National Bank & Trust April 2008 - Present
Lydian Private September 2007 - April 2008
BNY Mellon Wealth Management January 2001 - October 2007
Skills
Wealth Management, Portfolio Management, Banking
Education
Thunderbird-The Garvin School of International Management 2006 — 2007
Emerging Global Leaders Program
University of South Carolina-Aiken 1997 — 1999
BA, Sociology/Business Admin
Seaside National Bank & Trust April 2008 - Present
Lydian Private September 2007 - April 2008
BNY Mellon Wealth Management January 2001 - October 2007
Skills
Wealth Management, Portfolio Management, Banking
Education
Thunderbird-The Garvin School of International Management 2006 — 2007
Emerging Global Leaders Program
University of South Carolina-Aiken 1997 — 1999
BA, Sociology/Business Admin
Robert J. Bob Smith Robert J. Bob Smith's BNY Mellon Wealth Management Experience July 2015 - Present
Job Financial Services Executive
Industry Banking
Experience
BNY Mellon Wealth Management July 2015 - Present
Gator Bowl Association December 1989 - Present
Discover Home Loans August 2010 - July 2015
Atlantic Coast Bank August 2003 - August 2011
Cypress Insurance Group June 2008 - July 2010
PHH Mortgage January 2001 - June 2008
Basis100 2002 - 2003
Merrill Lynch Credit Corporation February 1992 - January 2001
Deloitte & Touche January 1984 - February 1992
Skills
Risk Management, Mergers & Acquisitions, Financial Modeling, Mergers, Credit, Negotiation, Finance, Acquisition Integration, Loans, Acquisitions, Investments, Leadership, Financial Services, Corporate Finance, Strategy, Capital Markets, Management, Investor Relations, Strategic Planning, Portfolio Management, Mortgage Lending, Credit Analysis, Valuation, Executive Management, Private Equity, Project Planning, Asset Management, Mortgage Banking, Structured Finance, Banking, P&L Accountability, Credit Risk, Due Diligence, Financial Analysis, Treasury Management, Loan Origination, Underwriting
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
Bachelor of Science (BS), Business Administration
BNY Mellon Wealth Management July 2015 - Present
Gator Bowl Association December 1989 - Present
Discover Home Loans August 2010 - July 2015
Atlantic Coast Bank August 2003 - August 2011
Cypress Insurance Group June 2008 - July 2010
PHH Mortgage January 2001 - June 2008
Basis100 2002 - 2003
Merrill Lynch Credit Corporation February 1992 - January 2001
Deloitte & Touche January 1984 - February 1992
Skills
Risk Management, Mergers & Acquisitions, Financial Modeling, Mergers, Credit, Negotiation, Finance, Acquisition Integration, Loans, Acquisitions, Investments, Leadership, Financial Services, Corporate Finance, Strategy, Capital Markets, Management, Investor Relations, Strategic Planning, Portfolio Management, Mortgage Lending, Credit Analysis, Valuation, Executive Management, Private Equity, Project Planning, Asset Management, Mortgage Banking, Structured Finance, Banking, P&L Accountability, Credit Risk, Due Diligence, Financial Analysis, Treasury Management, Loan Origination, Underwriting
Education
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
Bachelor of Science (BS), Business Administration
Fred Young Fred Young's BNY Mellon Wealth Management Experience August 2011 - Present
Job Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
BNY Mellon Wealth Management August 2011 - Present
Glenmede Trust Company February 2009 - August 2011
Wild River Review 2005 - December 2008
Wells Fargo February 1986 - December 2007
First Union National Bank May 1995 - December 2001
First Union National Bank 1986 - May 1995
Skills
Wealth Management, Leadership, Asset Managment, Management, Business Development, Strategic Financial..., Financial Services, Investments, Program Management, Asset Management, Talent Management, Asset Allocation, Change Management, Wealth Management..., High Net Worth..., Integrity, Wealth, Credit, Investment Management, Banking, Alternative Investments, Mergers & Acquisitions, Estate Planning, Private Banking, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1990
BBA, Finance & Management
Marquette University High School (MUHS) 1974 — 1978
Joseph Gemma's BNY Mellon Wealth Management Experience August 2015 - Present
Job NAV Investment Accountant II at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management August 2015 - Present
T. Rowe Price January 2014 - Present
Maryland Real Estate Dream Homes August 2013 - December 2013
First Financial March 2012 - December 2013
The Law Offices of Gerald C. Ruter May 2011 - August 2011
Skills
Financial Modeling, Equities, Portfolio Management, Python, Fixed Income, Asset Allocation, Derivatives, Bloomberg, Mutual Funds, Corporate Finance, Microsoft Office, VBA
Education
Towson University 2010 — 2013
Bachelor's degree, Finance
BNY Mellon Wealth Management August 2015 - Present
T. Rowe Price January 2014 - Present
Maryland Real Estate Dream Homes August 2013 - December 2013
First Financial March 2012 - December 2013
The Law Offices of Gerald C. Ruter May 2011 - August 2011
Skills
Financial Modeling, Equities, Portfolio Management, Python, Fixed Income, Asset Allocation, Derivatives, Bloomberg, Mutual Funds, Corporate Finance, Microsoft Office, VBA
Education
Towson University 2010 — 2013
Bachelor's degree, Finance
Anil Daryani, CFA Anil Daryani, CFA's BNY Mellon Wealth Management Experience January 2015 - Present
Job Vice President, Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management January 2015 - Present
Auriga Corporation April 2009 - Present
UBS Financial Services Inc. July 2007 - January 2015
Smith Barney September 2005 - January 2007
NewStar Financial June 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Equities, Alternative Investments, Finance, Hedge Funds, Private Equity, Bloomberg, Asset Management, Strategy, Investment Banking, Venture Capital
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Business Administration, Economics
BNY Mellon Wealth Management January 2015 - Present
Auriga Corporation April 2009 - Present
UBS Financial Services Inc. July 2007 - January 2015
Smith Barney September 2005 - January 2007
NewStar Financial June 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Equities, Alternative Investments, Finance, Hedge Funds, Private Equity, Bloomberg, Asset Management, Strategy, Investment Banking, Venture Capital
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Business Administration, Economics
Robert Mitchell, CFA, CIMA Robert Mitchell, CFA, CIMA's BNY Mellon Wealth Management Experience December 2013 - Present
Job Family Wealth Advisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
Margot Donohue Margot Donohue's BNY Mellon Wealth Management Experience October 2013 - Present
Job Assistant Portfolio Officer BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management October 2013 - Present
BNY Mellon Wealth Management July 2011 - October 2013
Logan Capital Management, Inc. March 2008 - July 2011
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Asset Allocation, Investment Management, Wealth Management, Bloomberg Terminal, Wealth Management...
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Finance, General
Villanova University
Bachelor of Science (B.S.), Financial Mathematics
BNY Mellon Wealth Management October 2013 - Present
BNY Mellon Wealth Management July 2011 - October 2013
Logan Capital Management, Inc. March 2008 - July 2011
Skills
Bloomberg, Fixed Income, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Asset Allocation, Investment Management, Wealth Management, Bloomberg Terminal, Wealth Management...
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Finance, General
Villanova University
Bachelor of Science (B.S.), Financial Mathematics
Michelle P. Tate Michelle P. Tate's BNY Mellon Wealth Management Experience 2006 - November 2013
Job Vice President and Relationship Strategist at Hawthorn
Industry Financial Services
Experience
Hawthon, PNC Family Wealth® 2013 - Present
BNY Mellon Wealth Management 2006 - November 2013
BNY Mellon Private Wealth Management 2003 - 2006
UBS Wealth Management 2001 - 2003
ChannelPoint 1999 - 2000
Xybernet, Inc. 1996 - 1999
Skills
Investment Management, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Asset Allocation, Estate Planning, Financial Services, Equities, Certified Financial..., Banking, Mutual Funds, Investments, Wealth, Alternative Investments, Investment Advisory, Investment Banking, Private Banking, CRM, Executive Presentations, Series 7, International Account...
Education
University of Alabama
Bachelor of Arts (B.A.)
Hawthon, PNC Family Wealth® 2013 - Present
BNY Mellon Wealth Management 2006 - November 2013
BNY Mellon Private Wealth Management 2003 - 2006
UBS Wealth Management 2001 - 2003
ChannelPoint 1999 - 2000
Xybernet, Inc. 1996 - 1999
Skills
Investment Management, Fixed Income, Wealth Management..., Financial Advisory, Portfolio Management, Asset Allocation, Estate Planning, Financial Services, Equities, Certified Financial..., Banking, Mutual Funds, Investments, Wealth, Alternative Investments, Investment Advisory, Investment Banking, Private Banking, CRM, Executive Presentations, Series 7, International Account...
Education
University of Alabama
Bachelor of Arts (B.A.)
Andrew Sheperak Andrew Sheperak's BNY Mellon Wealth Management Experience July 2013 - March 2014
Job Constantly Learning
Industry Information Technology and Services
Experience
Bayer Business Services July 2014 - Present
BNY Mellon Wealth Management July 2013 - March 2014
Hewlett-Packard May 2008 - November 2012
Cyberfuse Technologies February 2006 - April 2008
Prophet 21, Inc June 1998 - December 2003
Skills
Windows Server, HP, Data Center, HP Proliant, Troubleshooting, Network Design, Genius, Servers, Linux, Virtualization, VMware ESX, Hardware, VMware, Citrix, ITIL, Active Directory, TCP/IP, IT Service Management, VPN, Disaster Recovery, SCCM, Integration, IT Management, Operating Systems, Firewalls, Networking, IT Operations, High Availability, Apache, Infrastructure
Education
Computer Learning Center 1997 — 1998
Network Engineering Management Curriculum
Phillips Exeter Academy 1988 — 1993
High School Diploma
University of Pennsylvania
Computer and Telecommunications Engineering
Bayer Business Services July 2014 - Present
BNY Mellon Wealth Management July 2013 - March 2014
Hewlett-Packard May 2008 - November 2012
Cyberfuse Technologies February 2006 - April 2008
Prophet 21, Inc June 1998 - December 2003
Skills
Windows Server, HP, Data Center, HP Proliant, Troubleshooting, Network Design, Genius, Servers, Linux, Virtualization, VMware ESX, Hardware, VMware, Citrix, ITIL, Active Directory, TCP/IP, IT Service Management, VPN, Disaster Recovery, SCCM, Integration, IT Management, Operating Systems, Firewalls, Networking, IT Operations, High Availability, Apache, Infrastructure
Education
Computer Learning Center 1997 — 1998
Network Engineering Management Curriculum
Phillips Exeter Academy 1988 — 1993
High School Diploma
University of Pennsylvania
Computer and Telecommunications Engineering
Charlotte Wowczuk Charlotte Wowczuk's BNY Mellon Wealth Management Experience June 2012 - Present
Job Business Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2012 - Present
BNY Mellon July 2000 - Present
BNY Mellon November 1995 - Present
Global Cash Management September 1998 - July 2000
Global Cash Management October 1997 - September 1998
Telephone Banking Center November 1995 - October 1997
Skills
Banking, Cash Management, SWIFT, Back Office, Treasury Services, Customer Service, Business Analysis, Risk Management, Operational Risk, Internet Banking, ACH, Analysis, Payments, Requirements Analysis, Financial Risk, Financial Institutions, Business Process..., Credit Cards, Budgets, Financial Transactions, Core Banking, Credit Risk, Treasury Management, Sales, Treasury, Requirements Gathering, Private Banking, Credit, Relationship Management, AML, Corporate Finance, Financial Modeling, Strategic Financial..., Finance, Payment Systems, Commercial Banking, Asset Managment, Portfolio Management, Due Diligence, FX Options, Electronic Payments, Mergers, SWIFT payments, Securities, Process Improvement, Financial Services, Financial Analysis
Education
University of Pittsburgh Graduate School of Public and International Affairs 2000 — 2005
MPA, Public and Non-Profit Management
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Economics and Political Science
University of Pittsburgh
Master, Public Administration
Mcconnellsburg High School
University of Pittsburgh
BNY Mellon Wealth Management June 2012 - Present
BNY Mellon July 2000 - Present
BNY Mellon November 1995 - Present
Global Cash Management September 1998 - July 2000
Global Cash Management October 1997 - September 1998
Telephone Banking Center November 1995 - October 1997
Skills
Banking, Cash Management, SWIFT, Back Office, Treasury Services, Customer Service, Business Analysis, Risk Management, Operational Risk, Internet Banking, ACH, Analysis, Payments, Requirements Analysis, Financial Risk, Financial Institutions, Business Process..., Credit Cards, Budgets, Financial Transactions, Core Banking, Credit Risk, Treasury Management, Sales, Treasury, Requirements Gathering, Private Banking, Credit, Relationship Management, AML, Corporate Finance, Financial Modeling, Strategic Financial..., Finance, Payment Systems, Commercial Banking, Asset Managment, Portfolio Management, Due Diligence, FX Options, Electronic Payments, Mergers, SWIFT payments, Securities, Process Improvement, Financial Services, Financial Analysis
Education
University of Pittsburgh Graduate School of Public and International Affairs 2000 — 2005
MPA, Public and Non-Profit Management
University of Pittsburgh 1991 — 1995
Bachelor of Arts, Economics and Political Science
University of Pittsburgh
Master, Public Administration
Mcconnellsburg High School
University of Pittsburgh
Matt Brunwin Matt Brunwin's BNY Mellon Wealth Management Experience September 2013 - Present
Job Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management September 2013 - Present
Northwestern Mutual Wealth Management Company February 2012 - September 2013
Bestinvest January 2009 - February 2012
Bestinvest October 2004 - October 2007
Mazars November 2000 - October 2004
Skills
Retirement Planning, High Net Worth..., Inheritance Tax Planning, Wealth, Estate Planning, Protection, Asset Managment, Financial Services, Investments, Mutual Funds, Strategic Financial..., Pensions, Investment Strategies, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Trusts, Tax, Retirement, Financial Planners, Wealth Management..., Investment Management, Income Protection, Financial Planning
Education
University of Bristol 1996 — 1999
BSc, Economic & Accounting with Law
BNY Mellon Wealth Management September 2013 - Present
Northwestern Mutual Wealth Management Company February 2012 - September 2013
Bestinvest January 2009 - February 2012
Bestinvest October 2004 - October 2007
Mazars November 2000 - October 2004
Skills
Retirement Planning, High Net Worth..., Inheritance Tax Planning, Wealth, Estate Planning, Protection, Asset Managment, Financial Services, Investments, Mutual Funds, Strategic Financial..., Pensions, Investment Strategies, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Trusts, Tax, Retirement, Financial Planners, Wealth Management..., Investment Management, Income Protection, Financial Planning
Education
University of Bristol 1996 — 1999
BSc, Economic & Accounting with Law
Laura Hutchinson's BNY Mellon Wealth Management Experience 2008 - 2010
Job Section Sales Manager / Advisor Direct FA Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments 2011 - Present
BNY Mellon Wealth Management 2008 - 2010
Citizens Bank (formerly Mellon/Dreyfus) 1999 - 2008
National City Bank 1993 - 1999
Prudential Financial 1990 - 1993
Education
University of Pittsburgh
Bachelor of Arts, Dual major: Communications and Theatre Arts
PNC Investments 2011 - Present
BNY Mellon Wealth Management 2008 - 2010
Citizens Bank (formerly Mellon/Dreyfus) 1999 - 2008
National City Bank 1993 - 1999
Prudential Financial 1990 - 1993
Education
University of Pittsburgh
Bachelor of Arts, Dual major: Communications and Theatre Arts
David Weisberg David Weisberg's BNY Mellon Wealth Management Experience 2015 - Present
Job Private Banker at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management 2015 - Present
Wells Fargo 2013 - 2015
Huntington National Bank 2011 - 2013
PNC Bank 2003 - January 2011
National City Bank 2000 - 2003
National City Bank 1999 - 2000
Charles Weisberg & Associates 1994 - 1999
Skills
Real Estate, Loans, Portfolio Management, Credit, Banking, Underwriting, Real Estate Economics, Commercial Lending, Investments, Financial Analysis, Commercial Real Estate, Mortgage Lending, Real Estate Development, Asset Management, Treasury Management, Investment Banking, Commercial Banking, Finance, Credit Analysis, Mergers & Acquisitions, Commercial Mortgages, Real Estate Financing, Small Business Lending, Due Diligence, Loan Origination, Risk Management, Negotiation, New Business Development, Credit Risk, Lines Of Credit, Mortgage Banking, Financial Structuring, Relationship Management, Financial Risk, Investment Properties, Brokerage, Cash Flow, Business Relationship..., Customer Acquisition, Private Banking, Insurance, Wealth Management, Capital Markets, Private Equity, Hold Series 7, High Net Worth..., Series 7, Asset Based Lending
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
MBA, Finance
Emory University 1988 — 1992
Emory University - Goizueta Business School
BBA, Marketing
Shady Side Academy
BNY Mellon Wealth Management 2015 - Present
Wells Fargo 2013 - 2015
Huntington National Bank 2011 - 2013
PNC Bank 2003 - January 2011
National City Bank 2000 - 2003
National City Bank 1999 - 2000
Charles Weisberg & Associates 1994 - 1999
Skills
Real Estate, Loans, Portfolio Management, Credit, Banking, Underwriting, Real Estate Economics, Commercial Lending, Investments, Financial Analysis, Commercial Real Estate, Mortgage Lending, Real Estate Development, Asset Management, Treasury Management, Investment Banking, Commercial Banking, Finance, Credit Analysis, Mergers & Acquisitions, Commercial Mortgages, Real Estate Financing, Small Business Lending, Due Diligence, Loan Origination, Risk Management, Negotiation, New Business Development, Credit Risk, Lines Of Credit, Mortgage Banking, Financial Structuring, Relationship Management, Financial Risk, Investment Properties, Brokerage, Cash Flow, Business Relationship..., Customer Acquisition, Private Banking, Insurance, Wealth Management, Capital Markets, Private Equity, Hold Series 7, High Net Worth..., Series 7, Asset Based Lending
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 1999
MBA, Finance
Emory University 1988 — 1992
Emory University - Goizueta Business School
BBA, Marketing
Shady Side Academy
Andrew Crofton Andrew Crofton's BNY Mellon Wealth Management Experience October 2014 - Present
Job Senior Wealth Manager at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon Wealth Management October 2014 - Present
U.S. Trust May 2013 - June 2014
JP Morgan March 2011 - April 2013
First New York Securities June 1998 - November 2010
Education
University of Pennsylvania 1992 — 1996
BA, Economics
Canterbury
BNY Mellon Wealth Management October 2014 - Present
U.S. Trust May 2013 - June 2014
JP Morgan March 2011 - April 2013
First New York Securities June 1998 - November 2010
Education
University of Pennsylvania 1992 — 1996
BA, Economics
Canterbury
Jane Thornburgh Jane Thornburgh's BNY Mellon Wealth Management Experience April 2000 - Present
Job Wealth Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management April 2000 - Present
KeyBank February 1985 - May 2000
Nationwide Insurance June 1977 - July 1980
Skills
Portfolio Management, Wealth Management, Equities, Asset Management, Estate Planning, Mutual Funds, Investments, Investment Management, Wealth Management..., Securities, Asset Allocation, Investment Advisory, Wealth, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Investment, Finance
The Ohio State University 1973 — 1977
BSBA, Finance
BNY Mellon Wealth Management April 2000 - Present
KeyBank February 1985 - May 2000
Nationwide Insurance June 1977 - July 1980
Skills
Portfolio Management, Wealth Management, Equities, Asset Management, Estate Planning, Mutual Funds, Investments, Investment Management, Wealth Management..., Securities, Asset Allocation, Investment Advisory, Wealth, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Investment, Finance
The Ohio State University 1973 — 1977
BSBA, Finance
Tiffany Barbara, CTFA's BNY Mellon Wealth Management Experience September 2012 - Present
Job Senior Director Team Leader
Industry Investment Management
Experience
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
Rip Furniss Rip Furniss's BNY Mellon Wealth Management Experience June 2011 - August 2011
Job Investment Banking Analyst at GCA Savvian
Industry Investment Banking
Experience
GCA Savvian August 2015 - Present
Pacific Crest Securities June 2013 - August 2015
Tobin & Company Investment Banking Group LLC June 2012 - February 2013
Ironwood Capital February 2012 - May 2012
BNY Mellon Wealth Management June 2011 - August 2011
Waddell & Reed June 2010 - August 2010
Skills
Series 79, Series 63, Valuation, Financial Modeling, Financial Analysis, DCF, Economics, Corporate Finance, Investment Banking, Mergers & Acquisitions, Quantitative Analytics, Bloomberg Terminal
Education
Trinity College-Hartford 2008 — 2012
Economics
INSTEP at Cambridge University 2011 — 2011
Suffield Academy 2004 — 2008
Saint David's School
GCA Savvian August 2015 - Present
Pacific Crest Securities June 2013 - August 2015
Tobin & Company Investment Banking Group LLC June 2012 - February 2013
Ironwood Capital February 2012 - May 2012
BNY Mellon Wealth Management June 2011 - August 2011
Waddell & Reed June 2010 - August 2010
Skills
Series 79, Series 63, Valuation, Financial Modeling, Financial Analysis, DCF, Economics, Corporate Finance, Investment Banking, Mergers & Acquisitions, Quantitative Analytics, Bloomberg Terminal
Education
Trinity College-Hartford 2008 — 2012
Economics
INSTEP at Cambridge University 2011 — 2011
Suffield Academy 2004 — 2008
Saint David's School
Mitchell Berman Mitchell Berman's BNY Mellon Wealth Management Experience May 2008 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial September 2010 - Present
BNY Mellon Wealth Management May 2008 - August 2010
ADP January 2007 - April 2008
Principal Financial Group July 2004 - July 2006
ADP January 1998 - June 2004
Mercer Global Advisors January 1996 - December 1998
Skills
Sales Management, Relationship Management, Team Building, Territory..., Sales Presentations, Retirement Planning, Group Benefit Plans, Retirement, Employee Benefits, Asset Allocation, Defined Benefit
Education
The Ohio State University 1978 — 1982
BS, Business Administration
LPL Financial September 2010 - Present
BNY Mellon Wealth Management May 2008 - August 2010
ADP January 2007 - April 2008
Principal Financial Group July 2004 - July 2006
ADP January 1998 - June 2004
Mercer Global Advisors January 1996 - December 1998
Skills
Sales Management, Relationship Management, Team Building, Territory..., Sales Presentations, Retirement Planning, Group Benefit Plans, Retirement, Employee Benefits, Asset Allocation, Defined Benefit
Education
The Ohio State University 1978 — 1982
BS, Business Administration
Allison Battles Allison Battles's BNY Mellon Wealth Management Experience March 2015 - Present
Job CT Trust Administator @ BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon (Contractor through Aerotek) September 2014 - March 2015
Merrill Lynch January 2013 - July 2014
LSV, LLC DBA Florida Combined Life October 2011 - February 2013
NCC Business Services June 2010 - December 2010
Fortegra Inc DBA Life of the South March 2009 - February 2010
Citizens Property Insurance Corporation August 2004 - December 2007
Aetna Inc August 1999 - August 2004
Prudential Health Care June 1997 - July 1999
Fraternal Order of Police October 1989 - March 1997
Skills
Sales Management, PowerPoint, Customer Service, Microsoft Excel, Access, Leadership, Outlook, Management, Insurance, Property, Sales, Claim, Underwriting, Strategic Planning, Risk Management, Team Building, Analysis, Time Management
Education
University of Phoenix 2010 — 2011
Masters, Business Management
University of Phoenix 2007 — 2009
Bachelor's, Business Management
ITT Technical College Institute 2003 — 2005
AA, Information Technology
BNY Mellon Wealth Management March 2015 - Present
BNY Mellon (Contractor through Aerotek) September 2014 - March 2015
Merrill Lynch January 2013 - July 2014
LSV, LLC DBA Florida Combined Life October 2011 - February 2013
NCC Business Services June 2010 - December 2010
Fortegra Inc DBA Life of the South March 2009 - February 2010
Citizens Property Insurance Corporation August 2004 - December 2007
Aetna Inc August 1999 - August 2004
Prudential Health Care June 1997 - July 1999
Fraternal Order of Police October 1989 - March 1997
Skills
Sales Management, PowerPoint, Customer Service, Microsoft Excel, Access, Leadership, Outlook, Management, Insurance, Property, Sales, Claim, Underwriting, Strategic Planning, Risk Management, Team Building, Analysis, Time Management
Education
University of Phoenix 2010 — 2011
Masters, Business Management
University of Phoenix 2007 — 2009
Bachelor's, Business Management
ITT Technical College Institute 2003 — 2005
AA, Information Technology
Alfred Clark Jr. M.B.A. Alfred Clark Jr. M.B.A.'s BNY Mellon Wealth Management Experience February 2014 - March 2015
Job CEO at Clark Bounce USA
Industry Financial Services
Experience
Clark Bounce USA March 2015 - Present
BNY Mellon Wealth Management February 2014 - March 2015
BNY Mellon June 2007 - February 2014
HEB June 1999 - March 2006
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Economics, Valuation, Financial Modeling, Data Analysis, Investment Banking, Portfolio Management, Banking, Derivatives, Emerging Markets, Quantitative Finance, Quantitative Analytics, Econometrics, Financial Markets, Bloomberg Terminal, Equity Research, Trading, Corporate Finance, Capital Markets, Equity Valuation, Options, FX Options, Asset Management, Financial Services, Asset Allocation, Alternative Investments, Market Risk, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Customer Service, Securities, Account Reconciliation, PowerPoint, Public Speaking, Microsoft Word, Finance, Risk Management
Education
University of Phoenix 2012 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.2
Texas Southern University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Clark Bounce USA March 2015 - Present
BNY Mellon Wealth Management February 2014 - March 2015
BNY Mellon June 2007 - February 2014
HEB June 1999 - March 2006
Skills
Bloomberg, Hedge Funds, Fixed Income, Equities, Economics, Valuation, Financial Modeling, Data Analysis, Investment Banking, Portfolio Management, Banking, Derivatives, Emerging Markets, Quantitative Finance, Quantitative Analytics, Econometrics, Financial Markets, Bloomberg Terminal, Equity Research, Trading, Corporate Finance, Capital Markets, Equity Valuation, Options, FX Options, Asset Management, Financial Services, Asset Allocation, Alternative Investments, Market Risk, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Customer Service, Securities, Account Reconciliation, PowerPoint, Public Speaking, Microsoft Word, Finance, Risk Management
Education
University of Phoenix 2012 — 2013
Master of Business Administration (M.B.A.), Accounting and Business/Management, 3.2
Texas Southern University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Brandon Emiliano's BNY Mellon Wealth Management Experience August 2015 - Present
Job Relationship Administrator, Entrepreneur
Industry
Experience
BNY Mellon Wealth Management August 2015 - Present
H&R Block January 2015 - Present
American Consumer Credit Counseling October 2010 - August 2015
Citizen Schools September 2013 - May 2014
Copley Tax & Accounting September 2009 - September 2011
Hyde Square Task Force September 2010 - June 2011
Bank of America July 2007 - August 2008
Skills
Spanish, QuickBooks, Drake Tax Software, Microsoft Office, Social Media, Social Networking, Personal Budgeting, Customer Service, Microsoft Word, Event Planning, Teamwork, Public Speaking, Fundraising, Leadership
Education
University of Massachusetts Boston 2009 — 2014
Bachelors of Arts, Human Services, General
BNY Mellon Wealth Management August 2015 - Present
H&R Block January 2015 - Present
American Consumer Credit Counseling October 2010 - August 2015
Citizen Schools September 2013 - May 2014
Copley Tax & Accounting September 2009 - September 2011
Hyde Square Task Force September 2010 - June 2011
Bank of America July 2007 - August 2008
Skills
Spanish, QuickBooks, Drake Tax Software, Microsoft Office, Social Media, Social Networking, Personal Budgeting, Customer Service, Microsoft Word, Event Planning, Teamwork, Public Speaking, Fundraising, Leadership
Education
University of Massachusetts Boston 2009 — 2014
Bachelors of Arts, Human Services, General
Garrett Alton, ChFC, CLU's BNY Mellon Wealth Management Experience 2009 - Present
Job Managing Director BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
BNY Mellon Wealth Management 2009 - Present
Merrill Lynch 2008 - 2009
Neuberger Berman 2006 - 2008
Sterne Agee 2004 - 2006
Morgan Stanley 1999 - 2004
J. C. Bradford 1997 - 1999
Robinson Humphrey 1995 - 1997
First Union 1992 - 1995
Skills
Leadership, Business Development, Management, Wealth Management, Investments, Asset Management, Portfolio Management, Investment Management, Alternative Investments, Finance, Equities, Mutual Funds, Private Equity, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Fixed Income, Securities, Asset Allocation, Financial Services
Education
Augusta College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Alabama 1985 — 1986
Electrical and Electronics Engineering
Kelly Connolly's BNY Mellon Wealth Management Experience February 2014 - May 2015
Job Empowering Salespeople | Driving Passion
Industry Financial Services
Experience
ToutApp, Inc. June 2015 - Present
BNY Mellon Wealth Management February 2014 - May 2015
BNY Mellon December 2012 - February 2014
BNY Mellon October 2011 - December 2012
Wells Capital Management May 2009 - July 2009
Wells Capital Management May 2008 - July 2008
Skills
Business Development, Relationship Management, Marketing Strategy, Portfolio Management, Analysis, Financial Services, Risk Management, Cash Management, Sales, Social Media, Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Customer Service, Microsoft Office, Social Networking, Finance
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Finance, General
ToutApp, Inc. June 2015 - Present
BNY Mellon Wealth Management February 2014 - May 2015
BNY Mellon December 2012 - February 2014
BNY Mellon October 2011 - December 2012
Wells Capital Management May 2009 - July 2009
Wells Capital Management May 2008 - July 2008
Skills
Business Development, Relationship Management, Marketing Strategy, Portfolio Management, Analysis, Financial Services, Risk Management, Cash Management, Sales, Social Media, Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Customer Service, Microsoft Office, Social Networking, Finance
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Finance, General
Jared Stein Jared Stein's BNY Mellon Wealth Management Experience May 2014 - August 2014
Job Rotational Development Program Associate at BNY Mellon
Industry Investment Management
Experience
BNY Mellon June 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2014
BNY Mellon Wealth Management May 2013 - August 2013
University of Maryland Hillel September 2012 - May 2013
Camp Young Judaea June 2009 - August 2012
Skills
Treasurer at Habitat..., Team-oriented, Interpersonal..., Sustainability, Entrepreneurship, Sales, Budgets, Goal Oriented, Interpersonal..., Cultural Awareness, Business Development, Analytical Skills, Oral & Written..., Determination, Patience, Adaptation, Editing, Management, Teaching, Strategic Planning, Communication, Writing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
International Business
University of Maryland College Park 2011 — 2015
Bachelor's degree, International Business
BNY Mellon June 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2014
BNY Mellon Wealth Management May 2013 - August 2013
University of Maryland Hillel September 2012 - May 2013
Camp Young Judaea June 2009 - August 2012
Skills
Treasurer at Habitat..., Team-oriented, Interpersonal..., Sustainability, Entrepreneurship, Sales, Budgets, Goal Oriented, Interpersonal..., Cultural Awareness, Business Development, Analytical Skills, Oral & Written..., Determination, Patience, Adaptation, Editing, Management, Teaching, Strategic Planning, Communication, Writing
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2015
International Business
University of Maryland College Park 2011 — 2015
Bachelor's degree, International Business
Rebecca Joy Demmons's BNY Mellon Wealth Management Experience July 2015 - Present
Job Wealth Associate at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
Regions Financial Corporation March 2015 - July 2015
Austin First Financial January 2014 - January 2015
Capital Region Orthopaedics August 2012 - April 2013
Planet Beach Contempo Spa January 2011 - April 2013
Fight Crime: Invest in Kids May 2012 - September 2012
University at Albany September 2008 - May 2011
Skills
Criminal Law, French, Website Development, Microsoft Office, Public Policy, Rudimentary Spanish, Database maintenance, Event Management, Media Outreach, Schedules, Multi-line Phone, Troubleshooting, Anthropology, Sales, Research, Data Analysis, Time Management, Public Relations, Community Outreach, Non-profits, Customer Service, Press Releases, Fundraising, Retail, Inventory Management, Event Planning
Education
Southern New Hampshire University 2013 — 2014
Masters of Science, Justice Studies - Public Administration
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
University at Albany 2008 — 2012
Minor, Criminal Justice
University at Albany 2008 — 2012
minor, Human Biology
BNY Mellon Wealth Management July 2015 - Present
Regions Financial Corporation March 2015 - July 2015
Austin First Financial January 2014 - January 2015
Capital Region Orthopaedics August 2012 - April 2013
Planet Beach Contempo Spa January 2011 - April 2013
Fight Crime: Invest in Kids May 2012 - September 2012
University at Albany September 2008 - May 2011
Skills
Criminal Law, French, Website Development, Microsoft Office, Public Policy, Rudimentary Spanish, Database maintenance, Event Management, Media Outreach, Schedules, Multi-line Phone, Troubleshooting, Anthropology, Sales, Research, Data Analysis, Time Management, Public Relations, Community Outreach, Non-profits, Customer Service, Press Releases, Fundraising, Retail, Inventory Management, Event Planning
Education
Southern New Hampshire University 2013 — 2014
Masters of Science, Justice Studies - Public Administration
University at Albany 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
University at Albany 2008 — 2012
Minor, Criminal Justice
University at Albany 2008 — 2012
minor, Human Biology
Hunter Lafond's BNY Mellon Wealth Management Experience June 2015 - Present
Job Business Development Intern at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
UBS Wealth Management May 2014 - August 2014
Handy Boat Marina May 2013 - August 2013
National Distributing Company June 2012 - August 2012
Skills
Investments, Fixed Income, MoneyGuide Pro, Financial Modeling, Hedge Funds, Asset Allocation, Alternative Investments, Facebook, Data Analysis, Event Planning, Fundraising, Leadership
Education
Trinity College-Hartford 2012 — 2016
Political Science and Government
Trinity College-Hartford
Political Science and Government
BNY Mellon Wealth Management June 2015 - Present
UBS Wealth Management May 2014 - August 2014
Handy Boat Marina May 2013 - August 2013
National Distributing Company June 2012 - August 2012
Skills
Investments, Fixed Income, MoneyGuide Pro, Financial Modeling, Hedge Funds, Asset Allocation, Alternative Investments, Facebook, Data Analysis, Event Planning, Fundraising, Leadership
Education
Trinity College-Hartford 2012 — 2016
Political Science and Government
Trinity College-Hartford
Political Science and Government
John Winslow, CFA John Winslow, CFA's BNY Mellon Wealth Management Experience November 2009 - April 2015
Job Managing Director at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust April 2015 - Present
BNY Mellon Wealth Management November 2009 - April 2015
Headstream Asset Management 2003 - 2009
Regal Asset Management 1991 - 2003
Skills
Portfolio Management, Asset allocation, Family Governance, Wealth Transfer, Wealth Management, Wealth Preservation, Equity Research, Alternative Investments, equity valuation, Private Equity, Wealth, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Private Banking, Family Office, Estate Planning, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Mutual Funds, Investments, Fixed Income, Fund Of Funds, Securities, Investment Management, Financial Analysis
Education
Texas Tech University 1986 — 1990
BBA, Finance
Atlantic Trust April 2015 - Present
BNY Mellon Wealth Management November 2009 - April 2015
Headstream Asset Management 2003 - 2009
Regal Asset Management 1991 - 2003
Skills
Portfolio Management, Asset allocation, Family Governance, Wealth Transfer, Wealth Management, Wealth Preservation, Equity Research, Alternative Investments, equity valuation, Private Equity, Wealth, Wealth Management..., High Net Worth..., Asset Allocation, Asset Management, Private Banking, Family Office, Estate Planning, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Mutual Funds, Investments, Fixed Income, Fund Of Funds, Securities, Investment Management, Financial Analysis
Education
Texas Tech University 1986 — 1990
BBA, Finance
Cody Aguado Cody Aguado's BNY Mellon Wealth Management Experience May 2013 - Present
Job Family Wealth Analyst
Industry Financial Services
Experience
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon February 2012 - May 2013
Aguado Landscaping April 2006 - February 2012
Snacks-A-Lot Vending March 2006 - February 2012
University at Albany School of Business Investment Group September 2010 - December 2011
Skills
Sales
Education
University at Albany, SUNY 2008 — 2012
BNY Mellon Wealth Management May 2013 - Present
BNY Mellon February 2012 - May 2013
Aguado Landscaping April 2006 - February 2012
Snacks-A-Lot Vending March 2006 - February 2012
University at Albany School of Business Investment Group September 2010 - December 2011
Skills
Sales
Education
University at Albany, SUNY 2008 — 2012
Jenna Cato Jenna Cato's BNY Mellon Wealth Management Experience April 2015 - Present
Job at
Industry
Experience
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon May 2013 - April 2015
PNC July 2012 - May 2013
ADP October 2011 - April 2012
Education
Penn State University 2013 — 2015
Master's degree, Public Administration
University of Pittsburgh 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Unviersity of Pittsburgh 2007 — 2011
Bachelor of Arts (B.A.), Communication and Rhetoric
BNY Mellon Wealth Management April 2015 - Present
BNY Mellon May 2013 - April 2015
PNC July 2012 - May 2013
ADP October 2011 - April 2012
Education
Penn State University 2013 — 2015
Master's degree, Public Administration
University of Pittsburgh 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Unviersity of Pittsburgh 2007 — 2011
Bachelor of Arts (B.A.), Communication and Rhetoric
Ryan Mitchell, CAIA Ryan Mitchell, CAIA's BNY Mellon Wealth Management Experience February 2015 - Present
Job Associate Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2015 - Present
Altegris Investments, Private Client Group January 2014 - November 2014
Triton Capital Advisors, LLC July 2011 - December 2013
The Hedge Fund Association March 2010 - June 2013
HedgeCo Securities, LLC December 2009 - July 2011
Alternative Asset Partners, Inc. March 2008 - November 2009
HedgeCo Securities, LLC January 2005 - February 2008
Independent Proprietary Equities Trader December 2000 - January 2005
UBS May 2000 - October 2000
A.G. Edwards & Sons, Inc. June 1999 - September 1999
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Managed Futures, Fund Of Funds, Trading, Equities, Risk Management, Investment Advisory, Trading Strategies, Structured Products, Technical Analysis, Due Diligence, Asset Allocation, Hedging, Securities, Fixed Income, Quantitative Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
BNY Mellon Wealth Management February 2015 - Present
Altegris Investments, Private Client Group January 2014 - November 2014
Triton Capital Advisors, LLC July 2011 - December 2013
The Hedge Fund Association March 2010 - June 2013
HedgeCo Securities, LLC December 2009 - July 2011
Alternative Asset Partners, Inc. March 2008 - November 2009
HedgeCo Securities, LLC January 2005 - February 2008
Independent Proprietary Equities Trader December 2000 - January 2005
UBS May 2000 - October 2000
A.G. Edwards & Sons, Inc. June 1999 - September 1999
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Managed Futures, Fund Of Funds, Trading, Equities, Risk Management, Investment Advisory, Trading Strategies, Structured Products, Technical Analysis, Due Diligence, Asset Allocation, Hedging, Securities, Fixed Income, Quantitative Analytics
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
Deirdre O'Shea Deirdre O'Shea's BNY Mellon Wealth Management Experience March 2007 - December 2012
Job Learning Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
BNY Mellon Wealth Management March 2007 - December 2012
Circles June 2005 - September 2007
Macquarie Group September 2006 - January 2007
Skills
Creative Writing, Training, E-Learning, Coaching, Management, Customer Service, Microsoft Office, Interviews, Leadership, Team Building, Public Speaking, Quality Assurance, Event Planning
Education
Westfield State University 2000 — 2004
BA, English
Suffolk University
MS, Organizational Learning and Development
BNY Mellon December 2012 - Present
BNY Mellon Wealth Management March 2007 - December 2012
Circles June 2005 - September 2007
Macquarie Group September 2006 - January 2007
Skills
Creative Writing, Training, E-Learning, Coaching, Management, Customer Service, Microsoft Office, Interviews, Leadership, Team Building, Public Speaking, Quality Assurance, Event Planning
Education
Westfield State University 2000 — 2004
BA, English
Suffolk University
MS, Organizational Learning and Development
Michael Allegue's BNY Mellon Wealth Management Experience January 2015 - Present
Job Sales Assistant at BNY Mellon Wealth Management
Industry Retail
Experience
BNY Mellon Wealth Management January 2015 - Present
Kohl's Department Stores August 2013 - December 2014
Travelers May 2012 - August 2012
Skills
Microsoft Access, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analysis, PowerPoint, Strategy
Education
The University of Connecticut School of Business 2009 — 2013
Finance, Business, 3.9
BNY Mellon Wealth Management January 2015 - Present
Kohl's Department Stores August 2013 - December 2014
Travelers May 2012 - August 2012
Skills
Microsoft Access, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Analysis, PowerPoint, Strategy
Education
The University of Connecticut School of Business 2009 — 2013
Finance, Business, 3.9
Ryan D. Smith Ryan D. Smith's BNY Mellon Wealth Management Experience February 2007 - November 2014
Job Assistant Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
BNY Mellon Wealth Management February 2007 - November 2014
Grasso Roberto Cafe September 2005 - December 2006
Various September 2003 - September 2005
Skills
Wealth Management, Asset Allocation, Asset Management, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
MBA
University of Pittsburgh 1993 — 1998
B.S., Biological Science
BNY Mellon November 2014 - Present
BNY Mellon Wealth Management February 2007 - November 2014
Grasso Roberto Cafe September 2005 - December 2006
Various September 2003 - September 2005
Skills
Wealth Management, Asset Allocation, Asset Management, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Strategic Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2003
MBA
University of Pittsburgh 1993 — 1998
B.S., Biological Science
Adam Kurtzer Adam Kurtzer's BNY Mellon Wealth Management Experience September 2010 - September 2012
Job Institutional Sales Representative (Capital Markets) at GfK
Industry Investment Management
Experience
GfK July 2015 - Present
EidoSearch October 2014 - July 2015
FactSet Research Systems October 2012 - October 2014
BNY Mellon Wealth Management September 2010 - September 2012
BNY Mellon January 2009 - September 2010
UBS Wealth Management May 2008 - August 2008
Brandeis University May 2007 - August 2007
Skills
Alternative Investments, Wealth Management, Commodities, Managed Futures, Investments, Hedge Funds, Equities, Asset Allocation, Asset Management, Commodity, Investment Management, Finance, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Economics
Lincoln-Sudbury Regional High School
GfK July 2015 - Present
EidoSearch October 2014 - July 2015
FactSet Research Systems October 2012 - October 2014
BNY Mellon Wealth Management September 2010 - September 2012
BNY Mellon January 2009 - September 2010
UBS Wealth Management May 2008 - August 2008
Brandeis University May 2007 - August 2007
Skills
Alternative Investments, Wealth Management, Commodities, Managed Futures, Investments, Hedge Funds, Equities, Asset Allocation, Asset Management, Commodity, Investment Management, Finance, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Science, Economics
Lincoln-Sudbury Regional High School
Alex Park Alex Park's BNY Mellon Wealth Management Experience June 2015 - Present
Job Portfolio Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2015 - Present
UBS Wealth Management January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office
Education
Dartmouth College 2011 — 2015
University of New Hampshire 2010 — 2011
Upper St. Clair High School 2006 — 2010
BNY Mellon Wealth Management June 2015 - Present
UBS Wealth Management January 2014 - March 2014
Skills
Microsoft Excel, Microsoft Word, Research, Microsoft Office
Education
Dartmouth College 2011 — 2015
University of New Hampshire 2010 — 2011
Upper St. Clair High School 2006 — 2010
Mac Butcher, CFA, CFP ® Mac Butcher, CFA, CFP ®'s BNY Mellon Wealth Management Experience January 2013 - April 2013
Job Client Portfolio Manager
Industry Financial Services
Experience
SEI May 2013 - Present
BNY Mellon Wealth Management January 2013 - April 2013
McCabe Capital Managers, Ltd. January 2011 - May 2012
Drexel Morgan & Co. January 2010 - May 2012
Locust Capital Management January 2009 - December 2009
Wachovia Bank 2001 - 2008
Wheat First Butcher Singer 1993 - 1998
Buck Consultants 1989 - 1993
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Series 63, ETFs, Investment Management, Investment Strategies, Equities, Bonds, Mutual Funds, Asset Managment, Series 7, Series 65, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Wealth Management, High Net Worth..., Asset Management, Portfolio Management, Investment Advisory, Securities, Wealth Management..., FINRA, Options
Education
University of Pennsylvania 1985 — 1989
Bachelor of Arts, Mathematics
Groton School 1980 — 1985
SEI May 2013 - Present
BNY Mellon Wealth Management January 2013 - April 2013
McCabe Capital Managers, Ltd. January 2011 - May 2012
Drexel Morgan & Co. January 2010 - May 2012
Locust Capital Management January 2009 - December 2009
Wachovia Bank 2001 - 2008
Wheat First Butcher Singer 1993 - 1998
Buck Consultants 1989 - 1993
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Series 63, ETFs, Investment Management, Investment Strategies, Equities, Bonds, Mutual Funds, Asset Managment, Series 7, Series 65, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Wealth Management, High Net Worth..., Asset Management, Portfolio Management, Investment Advisory, Securities, Wealth Management..., FINRA, Options
Education
University of Pennsylvania 1985 — 1989
Bachelor of Arts, Mathematics
Groton School 1980 — 1985
Scott S. Small Scott S. Small's BNY Mellon Wealth Management Experience May 1997 - October 2012
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
BNY Mellon Wealth Management May 1997 - October 2012
Blank Rome LLP August 1996 - April 1997
K&L Gates January 1987 - July 1996
Skills
Trusts, Wealth Management, Estate Planning, Fiduciary, Wealth Management..., High Net Worth..., Wealth, Financial Planning
Education
University of Florida 1985 — 1987
Doctor of Law (JD), Law
University of Michigan 1979 — 1982
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Wells Fargo October 2012 - Present
BNY Mellon Wealth Management May 1997 - October 2012
Blank Rome LLP August 1996 - April 1997
K&L Gates January 1987 - July 1996
Skills
Trusts, Wealth Management, Estate Planning, Fiduciary, Wealth Management..., High Net Worth..., Wealth, Financial Planning
Education
University of Florida 1985 — 1987
Doctor of Law (JD), Law
University of Michigan 1979 — 1982
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
George Gasson George Gasson's BNY Mellon Wealth Management Experience June 1997 - Present
Job Vice President at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 1997 - Present
Ganz Capitol Management January 1992 - September 1997
Southeastern Bank October 1984 - September 1991
Skills
Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management..., Private Banking, Estate Planning, Pensions, Investment Management, Financial Modeling, Wealth, Financial Services, Investments, Portfolio Management, Credit, High Net Worth..., Commercial Lending, Investment Advisory, Hedge Funds, Asset Management, Private Equity, Family Office, Securities, Equities, Investment Strategies, Loans, Series 7, Small Business Lending, Executive Management, Global Custody, Fixed Income, Insurance, Banking, Financial Analysis, Personal Finance, Commercial Banking
Education
University of Phoenix
BNY Mellon Wealth Management June 1997 - Present
Ganz Capitol Management January 1992 - September 1997
Southeastern Bank October 1984 - September 1991
Skills
Wealth Management, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management..., Private Banking, Estate Planning, Pensions, Investment Management, Financial Modeling, Wealth, Financial Services, Investments, Portfolio Management, Credit, High Net Worth..., Commercial Lending, Investment Advisory, Hedge Funds, Asset Management, Private Equity, Family Office, Securities, Equities, Investment Strategies, Loans, Series 7, Small Business Lending, Executive Management, Global Custody, Fixed Income, Insurance, Banking, Financial Analysis, Personal Finance, Commercial Banking
Education
University of Phoenix
Noelle Zola Noelle Zola's BNY Mellon Wealth Management Experience December 2012 - Present
Job Senior Fiduciary Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2012 - Present
Experis Finance August 2012 - November 2012
Citigroup Trust 2000 - 2004
Morgan Stanley May 1998 - September 2000
Morgan Stanley Dean Witter Trust FSB June 1996 - May 1998
Morgan Stanley Dean Witter Trust FSB May 1994 - May 1996
The Trust Company of the South September 1992 - April 1994
Skills
Fiduciary, High Net Worth..., Estate Planning, Asset Allocation, Financial Risk, Internal Audit, Trust Management, Trust Services, Trusts, Banking, Wealth Management, Investment Advisory, Private Banking, Wealth Management..., Financial Services, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Securities, Wealth, Financial Advisory
Education
University of Miami School of Law 1989 — 1992
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), Political Science and Economics
BNY Mellon Wealth Management December 2012 - Present
Experis Finance August 2012 - November 2012
Citigroup Trust 2000 - 2004
Morgan Stanley May 1998 - September 2000
Morgan Stanley Dean Witter Trust FSB June 1996 - May 1998
Morgan Stanley Dean Witter Trust FSB May 1994 - May 1996
The Trust Company of the South September 1992 - April 1994
Skills
Fiduciary, High Net Worth..., Estate Planning, Asset Allocation, Financial Risk, Internal Audit, Trust Management, Trust Services, Trusts, Banking, Wealth Management, Investment Advisory, Private Banking, Wealth Management..., Financial Services, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Securities, Wealth, Financial Advisory
Education
University of Miami School of Law 1989 — 1992
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1985 — 1989
Bachelor of Arts (BA), Political Science and Economics
Ishfaq Aric Ahmed Ishfaq Aric Ahmed's BNY Mellon Wealth Management Experience June 2015 - Present
Job Transfer Agency Client Services Representative
Industry Banking
Experience
BNY Mellon Wealth Management June 2015 - Present
Old City Frozen Yogurt August 2012 - April 2014
The Philadelphia Zoo - America's First Zoo May 2012 - September 2012
Skills
Sales, Customer Service, Microsoft Office, Social Networking, PowerPoint, Teamwork, Training, Troubleshooting, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Presentations, Management, Language Interpretation, Secretarial, Personal Assistant, Analytical / Research..., Problem Solving, Problem Management, Access, Marketing Communications
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, International Business/Trade/Commerce
Springfield High School 2003 — 2007
Diploma
BNY Mellon Wealth Management June 2015 - Present
Old City Frozen Yogurt August 2012 - April 2014
The Philadelphia Zoo - America's First Zoo May 2012 - September 2012
Skills
Sales, Customer Service, Microsoft Office, Social Networking, PowerPoint, Teamwork, Training, Troubleshooting, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Presentations, Management, Language Interpretation, Secretarial, Personal Assistant, Analytical / Research..., Problem Solving, Problem Management, Access, Marketing Communications
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's Degree, International Business/Trade/Commerce
Springfield High School 2003 — 2007
Diploma
James Flanagin's BNY Mellon Wealth Management Experience June 2013 - August 2013
Job Analyst at Accelerance
Industry Financial Services
Experience
Accelerance July 2015 - Present
Cornerstone Apartment Services May 2014 - August 2014
BNY Mellon Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Banking, Data Analysis, PowerPoint
Education
University of Denver - Daniels College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
University of Denver - Daniels College of Business 2011 — 2015
Bachelor’s Degree, Finance
Glenbrook North HS 2007 — 2011
Accelerance July 2015 - Present
Cornerstone Apartment Services May 2014 - August 2014
BNY Mellon Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Customer Service, Banking, Data Analysis, PowerPoint
Education
University of Denver - Daniels College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
University of Denver - Daniels College of Business 2011 — 2015
Bachelor’s Degree, Finance
Glenbrook North HS 2007 — 2011
Jonathan Simmons's BNY Mellon Wealth Management Experience June 2014 - Present
Job Associate at BNY Mellon Wealth Management
Industry Marketing and Advertising
Experience
BNY Mellon Wealth Management June 2014 - Present
Jules and Associates June 2013 - June 2014
Outsource. June 2012 - July 2013
Zeta Beta Tau 2010 - 2012
NCAA 2008 - 2012
ASUCLA BookZone June 2010 - September 2010
Skills
Customer Service, Invoicing, Microsoft Excel, Microsoft Office, Management, Recruiting, Sales, Interviews, Sourcing, PowerPoint, Social Networking, Outlook, Marketing, Microsoft Word, Photoshop, Research, Applicant Tracking..., Business Development, Cold Calling, Account Management, Training
Education
University of California, Los Angeles 2008 — 2012
Bachelor's degree, Political Science and Government
Beverly Hills High School 2004 — 2008
Diploma
BNY Mellon Wealth Management June 2014 - Present
Jules and Associates June 2013 - June 2014
Outsource. June 2012 - July 2013
Zeta Beta Tau 2010 - 2012
NCAA 2008 - 2012
ASUCLA BookZone June 2010 - September 2010
Skills
Customer Service, Invoicing, Microsoft Excel, Microsoft Office, Management, Recruiting, Sales, Interviews, Sourcing, PowerPoint, Social Networking, Outlook, Marketing, Microsoft Word, Photoshop, Research, Applicant Tracking..., Business Development, Cold Calling, Account Management, Training
Education
University of California, Los Angeles 2008 — 2012
Bachelor's degree, Political Science and Government
Beverly Hills High School 2004 — 2008
Diploma
Mary Mycroft Mary Mycroft's BNY Mellon Wealth Management Experience 2013 - 2014
Job Attorney
Industry Financial Services
Experience
Altisource 2014 - Present
BNY Mellon Wealth Management 2013 - 2014
Reliant Mortgage Company, LLC 2012 - 2013
Skills
Mortgage Lending, Legal Research, Legal Writing, Contractual Agreements, Mortgage Compliance, Corporate Law, Real Estate, Mortgage Banking, Residential Mortgages, Litigation, Civil Litigation, Courts, Appeals, Commercial Litigation, Trials, Corporate Governance, Westlaw
Education
University of Richmond School of Law
Doctor of Law (JD)
Boston College
Bachelor of Arts (BA), magna cum laude, Philosophy
Altisource 2014 - Present
BNY Mellon Wealth Management 2013 - 2014
Reliant Mortgage Company, LLC 2012 - 2013
Skills
Mortgage Lending, Legal Research, Legal Writing, Contractual Agreements, Mortgage Compliance, Corporate Law, Real Estate, Mortgage Banking, Residential Mortgages, Litigation, Civil Litigation, Courts, Appeals, Commercial Litigation, Trials, Corporate Governance, Westlaw
Education
University of Richmond School of Law
Doctor of Law (JD)
Boston College
Bachelor of Arts (BA), magna cum laude, Philosophy
Ellen Geary's BNY Mellon Wealth Management Experience July 2015 - Present
Job Senior Recruiter, BNY Mellon Wealth Management Recruiting Southeast Region
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2015 - Present
Northwestern Mutual February 2014 - May 2015
Northwestern Mutual September 2013 - February 2014
Parker and Lynch May 2013 - September 2013
State Street July 2012 - May 2013
State Street June 2011 - June 2012
State Street June 2010 - February 2011
Skills
PeopleSoft, Recruiting, Management, Interviews, Talent Acquisition, System Administration, Temporary Placement, Applicant Tracking..., Onboarding, Job Fairs, Time Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Technical Recruiting, Talent Management, Screening Resumes, Administration, Sourcing, New Hire Orientations, Leadership, Microsoft Excel
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors, Human Resource Management
newton south high school 2003 — 2007
BNY Mellon Wealth Management July 2015 - Present
Northwestern Mutual February 2014 - May 2015
Northwestern Mutual September 2013 - February 2014
Parker and Lynch May 2013 - September 2013
State Street July 2012 - May 2013
State Street June 2011 - June 2012
State Street June 2010 - February 2011
Skills
PeopleSoft, Recruiting, Management, Interviews, Talent Acquisition, System Administration, Temporary Placement, Applicant Tracking..., Onboarding, Job Fairs, Time Management, College Recruiting, Human Resources, Employee Relations, Internet Recruiting, Technical Recruiting, Talent Management, Screening Resumes, Administration, Sourcing, New Hire Orientations, Leadership, Microsoft Excel
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelors, Human Resource Management
newton south high school 2003 — 2007
Andrew Low Andrew Low's BNY Mellon Wealth Management Experience August 2008 - Present
Job Vice President Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
BNY Mellon Wealth Management August 2008 - Present
Merrill Lynch November 2002 - June 2008
BMO Harris Private Banking August 2002 - December 2002
Morgan Stanley September 2000 - August 2002
Issachar July 1992 - August 2000
Skills
Investments, Start-ups, Risk Management, Management Consulting, Strategic Planning, Private Equity, Business Planning, Consulting, Insurance, Business Strategy, Process Improvement, Financial Modeling, Corporate Finance, Leadership, Team Building, Charitable Gift Planning, Trust Management, Estate Planning, Investment Advisory, Executive Management, Portfolio Management, Financial Analysis
Education
UCLA 1983 — 1985
Program in Business & Administration, Business Administration and Management, General
UCLA 1980 — 1985
Bachelor of Arts (BA), Communication Studies
Jason Tashjian Jason Tashjian's BNY Mellon Wealth Management Experience 2009 — 2009
Job Global Corporate Services Counsel
Industry Biotech
Experience
Shire August 2015 — Present
American Tower October 2014 — August 2015
Blast Fitness May 2013 — August 2013
Worcester District Court June 2012 — August 2012
Suffolk County District Attorney's Office January 2011 — May 2011
BNY Mellon Wealth Management 2009 — 2009
Wachovia, A Wells Fargo Company June 2008 — August 2008
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Research, Social Media
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3L
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance and Operations Management
Shire August 2015 — Present
American Tower October 2014 — August 2015
Blast Fitness May 2013 — August 2013
Worcester District Court June 2012 — August 2012
Suffolk County District Attorney's Office January 2011 — May 2011
BNY Mellon Wealth Management 2009 — 2009
Wachovia, A Wells Fargo Company June 2008 — August 2008
Skills
Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Research, Social Media
Education
Suffolk University Law School 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law, 3L
University of Massachusetts, Amherst 2006 — 2010
BBA, Finance and Operations Management
Alinne Majarian's BNY Mellon Wealth Management Experience November 2013 - Present
Job VP, Escrow Sales Specialist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 2013 - Present
Citibank, N.A. March 2012 - November 2013
Bank of America April 2011 - March 2012
Bank of America July 2009 - June 2011
Countrywide Financial Corporation August 2007 - July 2008
Skills
Banking, Business Development, Portfolio Management, Credit Analysis, Process Improvement, Credit, Financial Risk, Business Analysis, Relationship Management, Underwriting, Risk Management, Financial Services, Finance, Credit Cards, Loan Origination, Asset Management, Operational Risk, Residential Mortgages, Valuation, Operational Risk..., Fraud, Financial Analysis, Retail Banking
Education
University of La Verne 1998 — 2001
Doctor of Law (J.D.), Law
BNY Mellon Wealth Management November 2013 - Present
Citibank, N.A. March 2012 - November 2013
Bank of America April 2011 - March 2012
Bank of America July 2009 - June 2011
Countrywide Financial Corporation August 2007 - July 2008
Skills
Banking, Business Development, Portfolio Management, Credit Analysis, Process Improvement, Credit, Financial Risk, Business Analysis, Relationship Management, Underwriting, Risk Management, Financial Services, Finance, Credit Cards, Loan Origination, Asset Management, Operational Risk, Residential Mortgages, Valuation, Operational Risk..., Fraud, Financial Analysis, Retail Banking
Education
University of La Verne 1998 — 2001
Doctor of Law (J.D.), Law
Stacey Lau (Stacey Welsh) Zwicker, CPA, MBA, CDFA's BNY Mellon Wealth Management Experience January 2006 - January 2009
Job Managing Director, Wealth Adviser and Certified Divorce Financial Analyst
Industry Investment Management
Experience
United Capital Financial Advisers May 2009 - Present
Summer Search July 2006 - Present
Girard Securities 2010 - Present
Kids' Turn 2007 - 2014
BNY Mellon Wealth Management January 2006 - January 2009
Bernstein Global Wealth Management 2002 - 2004
EA Invest 2000 - 2001
Citicorp 1989 - 1999
Citigroup 1989 - 1999
Markle Stuckey Clark & Co. 1982 - 1987
Skills
Certified Divorce..., Wealth Management, High Net Worth..., Investment Advisory, Real Estate, Asset Allocation, Retirement Planning, Investments, Series 7, Portfolio Management, Wealth, Series 63, Strategic Financial..., Estate Planning, Investment Strategies, Alternative Investments, Retirement, Investment Management, Securities, Mutual Funds, Wealth Management..., Financial Services, Asset Management, Financial Planners, Strategy, Due Diligence, FINRA, Finance, Personal Financial..., Personal Finance, Equities, Financial Advisory, Hedge Funds, Fixed Income, 401k, Private Equity, Bonds, Financial Modeling, IRAs, Series 24, Mergers & Acquisitions, Financial Goals, Venture Capital, Pensions, Capital Markets, Financial Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Business Economics, International Business
United Capital Financial Advisers May 2009 - Present
Summer Search July 2006 - Present
Girard Securities 2010 - Present
Kids' Turn 2007 - 2014
BNY Mellon Wealth Management January 2006 - January 2009
Bernstein Global Wealth Management 2002 - 2004
EA Invest 2000 - 2001
Citicorp 1989 - 1999
Citigroup 1989 - 1999
Markle Stuckey Clark & Co. 1982 - 1987
Skills
Certified Divorce..., Wealth Management, High Net Worth..., Investment Advisory, Real Estate, Asset Allocation, Retirement Planning, Investments, Series 7, Portfolio Management, Wealth, Series 63, Strategic Financial..., Estate Planning, Investment Strategies, Alternative Investments, Retirement, Investment Management, Securities, Mutual Funds, Wealth Management..., Financial Services, Asset Management, Financial Planners, Strategy, Due Diligence, FINRA, Finance, Personal Financial..., Personal Finance, Equities, Financial Advisory, Hedge Funds, Fixed Income, 401k, Private Equity, Bonds, Financial Modeling, IRAs, Series 24, Mergers & Acquisitions, Financial Goals, Venture Capital, Pensions, Capital Markets, Financial Planning
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Business Economics, International Business
Andrew Tepper's BNY Mellon Wealth Management Experience January 2008 - Present
Job VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2008 - Present
Bank of New York Mellon Wealth Management 2008 - Present
Neuberger Berman September 2004 - January 2008
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Asset Management, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Investment Management, Bloomberg, Securities, Mutual Funds
Education
The University of Texas School of Law
BNY Mellon Wealth Management January 2008 - Present
Bank of New York Mellon Wealth Management 2008 - Present
Neuberger Berman September 2004 - January 2008
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Asset Management, Valuation, Hedge Funds, Portfolio Management, Asset Managment, Investment Management, Bloomberg, Securities, Mutual Funds
Education
The University of Texas School of Law
Christie O'Toole's BNY Mellon Wealth Management Experience 2006 - 2007
Job NonProfit Executive and Marketing Strategist
Industry Nonprofit Organization Management
Experience
Centerlight Health System October 2012 - June 2015
CenterLight Health System February 2010 - October 2012
Bank of America 2007 - 2008
BNY Mellon Wealth Management 2006 - 2007
BNY Mellon Wealth Management 2002 - 2006
BNY Mellon Wealth Management 1998 - 2000
BNY Mellon 1992 - 1998
Skills
Brand Architecture, Brand Positioning..., Budgets, Business Analysis, CRM, Competitive Analysis, Contract Negotiation, Corporate Branding, Financial Services, Healthcare, Integrated Marketing, Leadership, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Non-profits, Nonprofits, Program Management, Project Management, Sales, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Management, Process Improvement, Cross-functional Team..., Managed Care, Advertising, Healthcare Management, Investments, Finance, Business Development, Digital Marketing, Social Media, Online Advertising, Budgeting, Healthcare Information..., Risk Management, Social Media Marketing, SEO, Business Strategy, Executive Management, Healthcare Industry
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Marketing & Finance, Dean's List
University of Delaware 1989 — 1992
BA, Cum Laude, Political Science & History
Centerlight Health System October 2012 - June 2015
CenterLight Health System February 2010 - October 2012
Bank of America 2007 - 2008
BNY Mellon Wealth Management 2006 - 2007
BNY Mellon Wealth Management 2002 - 2006
BNY Mellon Wealth Management 1998 - 2000
BNY Mellon 1992 - 1998
Skills
Brand Architecture, Brand Positioning..., Budgets, Business Analysis, CRM, Competitive Analysis, Contract Negotiation, Corporate Branding, Financial Services, Healthcare, Integrated Marketing, Leadership, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Non-profits, Nonprofits, Program Management, Project Management, Sales, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Management, Process Improvement, Cross-functional Team..., Managed Care, Advertising, Healthcare Management, Investments, Finance, Business Development, Digital Marketing, Social Media, Online Advertising, Budgeting, Healthcare Information..., Risk Management, Social Media Marketing, SEO, Business Strategy, Executive Management, Healthcare Industry
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Marketing & Finance, Dean's List
University of Delaware 1989 — 1992
BA, Cum Laude, Political Science & History
Nicole Bennett Price, CFP®'s BNY Mellon Wealth Management Experience September 2012 - January 2015
Job Vice President at Pennsylvania Trust
Industry Financial Services
Experience
Pennsylvania Trust January 2015 - Present
BNY Mellon Wealth Management September 2012 - January 2015
BNY Mellon Wealth Management February 2008 - September 2012
myCIO Wealth Partners 2005 - 2007
RBC Dain Rauscher 2003 - 2005
Skills
Investments, Estate Planning, Wealth Management, Investment Strategies, Wealth, Wealth Management..., Portfolio Management
Education
University of Delaware 1998 — 2002
Leadership and Consumer Economics
Pennsylvania Trust January 2015 - Present
BNY Mellon Wealth Management September 2012 - January 2015
BNY Mellon Wealth Management February 2008 - September 2012
myCIO Wealth Partners 2005 - 2007
RBC Dain Rauscher 2003 - 2005
Skills
Investments, Estate Planning, Wealth Management, Investment Strategies, Wealth, Wealth Management..., Portfolio Management
Education
University of Delaware 1998 — 2002
Leadership and Consumer Economics
Kimberly Forster's BNY Mellon Wealth Management Experience 2007 - December 2008
Job Wealth Management Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2007 - December 2008
The Bank of New York 2006 - 2007
Intercos America 2004 - 2006
VF Intimates 2002 - 2003
VF Intimates 2000 - 2002
Education
University of Maryland College Park 1995 — 2000
BNY Mellon Wealth Management 2007 - December 2008
The Bank of New York 2006 - 2007
Intercos America 2004 - 2006
VF Intimates 2002 - 2003
VF Intimates 2000 - 2002
Education
University of Maryland College Park 1995 — 2000
Jake Nose's BNY Mellon Wealth Management Experience July 2013 - Present
Job Wealth Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2013 - Present
Bank of New York Mellon May 2010 - June 2013
Bank of New York Mellon June 2009 - May 2010
Fairtronix June 2007 - July 2009
JB Hamlin Co. 2004 - 2007
Skills
Bloomberg, Mutual Funds, Asset Managment, Wealth Management, Securities, Fixed Income, Estate Planning, Asset Management, Relationship Management, Wealth Management..., Investment Management, Private Banking, Wealth, Portfolio Management, Asset Allocation, Manage Client..., Sales, Investments
Education
The Ohio State University 2003 — 2007
Bachelor, Sociology
St. Charles Preparatory School 1999 — 2003
BNY Mellon Wealth Management July 2013 - Present
Bank of New York Mellon May 2010 - June 2013
Bank of New York Mellon June 2009 - May 2010
Fairtronix June 2007 - July 2009
JB Hamlin Co. 2004 - 2007
Skills
Bloomberg, Mutual Funds, Asset Managment, Wealth Management, Securities, Fixed Income, Estate Planning, Asset Management, Relationship Management, Wealth Management..., Investment Management, Private Banking, Wealth, Portfolio Management, Asset Allocation, Manage Client..., Sales, Investments
Education
The Ohio State University 2003 — 2007
Bachelor, Sociology
St. Charles Preparatory School 1999 — 2003
Forrest Simmons's BNY Mellon Wealth Management Experience Vice PresidentBarclays WealthSeptember 2010 - Present
Job Vice President at Barclays Wealth
Industry Financial Services
Experience
BNY MELLON WEALTH MANAGEMENT Vice PresidentBarclays WealthSeptember 2010 - Present
Wachovia Securities, LLC June 2000 - June 2006
Education
University of North Carolina at Chapel Hill 1969 — 1973
BA, English
BNY MELLON WEALTH MANAGEMENT Vice PresidentBarclays WealthSeptember 2010 - Present
Wachovia Securities, LLC June 2000 - June 2006
Education
University of North Carolina at Chapel Hill 1969 — 1973
BA, English
Janice Farkas's BNY Mellon Wealth Management Experience February 2011 - Present
Job Wealth Management Distributions Unit Manager
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2011 - Present
Fiserv Lending Solutions October 1996 - July 2008
Skills
Vendor Management, Process Improvement, Requirements Gathering, Business Analysis, SDLC, Quality Assurance, System Administration, Software Development, Project Management, Team Leadership, Visio, Training, Management, Software Documentation, Business Process..., Integration, Testing
Education
University of Pittsburgh 1992 — 1994
BNY Mellon Wealth Management February 2011 - Present
Fiserv Lending Solutions October 1996 - July 2008
Skills
Vendor Management, Process Improvement, Requirements Gathering, Business Analysis, SDLC, Quality Assurance, System Administration, Software Development, Project Management, Team Leadership, Visio, Training, Management, Software Documentation, Business Process..., Integration, Testing
Education
University of Pittsburgh 1992 — 1994
Vince (VJ) McGuinness's BNY Mellon Wealth Management Experience August 2008 - April 2013
Job Private Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank April 2013 - Present
BNY Mellon Wealth Management August 2008 - April 2013
Endeavor Group, registered broker dealer May 1993 - 1999
Skills
Wealth, Financial Planners, Wealth Management, Investment Strategies, Investments, Investment Management, Asset Management, Asset Managment, Alternative Investments, Financial Advisory, Finance, Mutual Funds, Valuation, Estate Planning, Asset Allocation, Financial Analysis, Investment Advisory, Securities, Wealth Management..., Series 7, Equities, Hedge Funds, Financial Planning, Portfolio Management, Series 63, Strategic Planning, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
University of Southern California 1986 — 1988
Bachelor's degree
Semester At Sea 1985 — 1985
Fall '85
CDM HS 1979 — 1983
Harbor Day
University of Washington
JP Morgan Private Bank April 2013 - Present
BNY Mellon Wealth Management August 2008 - April 2013
Endeavor Group, registered broker dealer May 1993 - 1999
Skills
Wealth, Financial Planners, Wealth Management, Investment Strategies, Investments, Investment Management, Asset Management, Asset Managment, Alternative Investments, Financial Advisory, Finance, Mutual Funds, Valuation, Estate Planning, Asset Allocation, Financial Analysis, Investment Advisory, Securities, Wealth Management..., Series 7, Equities, Hedge Funds, Financial Planning, Portfolio Management, Series 63, Strategic Planning, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
MBA
University of Southern California 1986 — 1988
Bachelor's degree
Semester At Sea 1985 — 1985
Fall '85
CDM HS 1979 — 1983
Harbor Day
University of Washington
Avery Spector's BNY Mellon Wealth Management Experience May 2008 - December 2008
Job Regional Manager, BCHIS
Industry Hospital & Health Care
Experience
Hearing Health USA May 2015 - Present
Total Hearing Care January 2009 - April 2015
BNY Mellon Wealth Management May 2008 - December 2008
Ameriprise Financial Services, Inc. June 2007 - April 2008
The Cliffs @ Valhalla Indoor Climbing and Fitness June 2005 - August 2005
Skills
Microsoft Office, Excel, Sycle, ESCM, NOAH Software, PowerPoint, Public Speaking, Office Management, Data Analysis, Research, Microsoft Excel, Healthcare, Leadership, Team Building, Sales, Social Media, Business Development, Communication, Community Outreach, Customer Service, Hearing Aid Dispensing, Management, Marketing, Patient Education, Patient Outcomes, Patient Satisfaction, Quality Patient Care
Education
Vassar College 2003 — 2007
BA, Economics
The University of Queensland 2006 — 2006
Hearing Health USA May 2015 - Present
Total Hearing Care January 2009 - April 2015
BNY Mellon Wealth Management May 2008 - December 2008
Ameriprise Financial Services, Inc. June 2007 - April 2008
The Cliffs @ Valhalla Indoor Climbing and Fitness June 2005 - August 2005
Skills
Microsoft Office, Excel, Sycle, ESCM, NOAH Software, PowerPoint, Public Speaking, Office Management, Data Analysis, Research, Microsoft Excel, Healthcare, Leadership, Team Building, Sales, Social Media, Business Development, Communication, Community Outreach, Customer Service, Hearing Aid Dispensing, Management, Marketing, Patient Education, Patient Outcomes, Patient Satisfaction, Quality Patient Care
Education
Vassar College 2003 — 2007
BA, Economics
The University of Queensland 2006 — 2006
Tamara Myers's BNY Mellon Wealth Management Experience February 2015 - Present
Job Purchasing/Shipping Temp Position
Industry Mechanical or Industrial Engineering
Experience
BNY Mellon Wealth Management February 2015 - Present
WABTEC Corporation July 2014 - Present
First Energy Corporation May 2014 - July 2014
Highmark Health Services October 2012 - February 2014
Elliott Group July 2012 - October 2012
Curtiss-Wright EMD June 2008 - April 2012
Union Switch & Signal Inc. 2000 - 2008
Skills
Program Management, Engineering, Contract Negotiation, Earned Value Management, Project Management, Project Planning, Procurement, Contract Management, SAP, MS Project, Systems Engineering, Analysis, Management, Integration, Marketing, Human Resources, Testing, Negotiation, Process Improvement, Six Sigma
Education
University of Pittsburgh 1976 — 1980
BS, Business Administration and Accounting, 3.5
BNY Mellon Wealth Management February 2015 - Present
WABTEC Corporation July 2014 - Present
First Energy Corporation May 2014 - July 2014
Highmark Health Services October 2012 - February 2014
Elliott Group July 2012 - October 2012
Curtiss-Wright EMD June 2008 - April 2012
Union Switch & Signal Inc. 2000 - 2008
Skills
Program Management, Engineering, Contract Negotiation, Earned Value Management, Project Management, Project Planning, Procurement, Contract Management, SAP, MS Project, Systems Engineering, Analysis, Management, Integration, Marketing, Human Resources, Testing, Negotiation, Process Improvement, Six Sigma
Education
University of Pittsburgh 1976 — 1980
BS, Business Administration and Accounting, 3.5
Ron Ulle, CFA's BNY Mellon Wealth Management Experience December 2010 - Present
Job Senior Director, Portfolio Management at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Wealth Management December 2010 - Present
Key Private Bank 1998 - November 2010
Victory Capital Management January 1997 - January 1998
KeyCorp December 1993 - January 1997
Skills
Investments, Fixed Income, Managing High..., Portfolio Management, Wealth Management, Asset Allocation, Bonds, Financial Analysis, Investment Management, Asset Management, Securities, Asset Managment, Investment Strategies, Equities, Risk Management, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds, High Performance Teams
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Banking & Finance
The University of Akron 1988 — 1992
Bachelor, Finance
BNY Mellon Wealth Management December 2010 - Present
Key Private Bank 1998 - November 2010
Victory Capital Management January 1997 - January 1998
KeyCorp December 1993 - January 1997
Skills
Investments, Fixed Income, Managing High..., Portfolio Management, Wealth Management, Asset Allocation, Bonds, Financial Analysis, Investment Management, Asset Management, Securities, Asset Managment, Investment Strategies, Equities, Risk Management, Mutual Funds, Alternative Investments, Investment Advisory, Hedge Funds, High Performance Teams
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1997
MBA, Banking & Finance
The University of Akron 1988 — 1992
Bachelor, Finance
Karen Lescinskas's BNY Mellon Wealth Management Experience May 2014 - August 2015
Job Senior Client Service Specialist at First Republic Bank
Industry Financial Services
Experience
First Republic Bank August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
BNY Mellon Wealth Management May 2003 - May 2014
BNY Mellon January 2001 - May 2003
BNY Mellon October 1998 - December 2000
CNA Insurance July 1995 - October 1998
Skills
Real Estate, Investments, Mortgage Lending, Loan Origination, Loans, Private Banking, High Net Worth..., Training, Cross Selling, Leadership, Banking, Commercial Lending, Mortgage Underwriting, Underwriting, Management, Cross Functional Team..., Portfolio Management, Credit, Software Documentation, Sales, Customer Service, Credit Analysis
Education
Stonehill College
BA, Elementary Education
First Republic Bank August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
BNY Mellon Wealth Management May 2003 - May 2014
BNY Mellon January 2001 - May 2003
BNY Mellon October 1998 - December 2000
CNA Insurance July 1995 - October 1998
Skills
Real Estate, Investments, Mortgage Lending, Loan Origination, Loans, Private Banking, High Net Worth..., Training, Cross Selling, Leadership, Banking, Commercial Lending, Mortgage Underwriting, Underwriting, Management, Cross Functional Team..., Portfolio Management, Credit, Software Documentation, Sales, Customer Service, Credit Analysis
Education
Stonehill College
BA, Elementary Education
Scott Givens, CFA's BNY Mellon Wealth Management Experience January 2012 - Present
Job Senior Portfolio Manager
Industry Investment Management
Experience
BNY Mellon Wealth Management January 2012 - Present
Raymond James Trust, Private Wealth Management 2008 - 2011
U.S. Trust, Bank of America Private Wealth Management 1978 - 2008
Skills
Portfolio Management, Investments, Asset Allocation, Securities, Investment Management, Finance, Leadership, Wealth Management..., Financial Advisory, High Net Worth..., CRM, Business Development
Education
University of South Florida
Bachelor of Arts, Business Administration; Finance
BNY Mellon Wealth Management January 2012 - Present
Raymond James Trust, Private Wealth Management 2008 - 2011
U.S. Trust, Bank of America Private Wealth Management 1978 - 2008
Skills
Portfolio Management, Investments, Asset Allocation, Securities, Investment Management, Finance, Leadership, Wealth Management..., Financial Advisory, High Net Worth..., CRM, Business Development
Education
University of South Florida
Bachelor of Arts, Business Administration; Finance
Joyce A. Waters's BNY Mellon Wealth Management Experience June 2008 - November 2011
Job Director of Business Development, Private Client Group at Johnson Investment Counsel, Inc.
Industry Financial Services
Experience
Johnson Investment Counsel January 2012 - Present
BNY Mellon Wealth Management June 2008 - November 2011
Kiwanis Club of Columbus 2008 - 2010
Insight bank April 2007 - May 2008
Commercial Savings Bank May 2003 - March 2007
The Fahey Banking Company March 1997 - April 2003
Skills
Wealth Management, Business Development, Portfolio Management, Sales, Investments, Banking, Strategic Planning, Financial Analysis, Asset Management, Strategic Financial..., Risk Management, Equities, Finance, Financial Modeling, Relationship Management, Fixed Income, Asset Allocation, Financial Services
Education
The Ohio State University
Business / Marketing
Johnson Investment Counsel January 2012 - Present
BNY Mellon Wealth Management June 2008 - November 2011
Kiwanis Club of Columbus 2008 - 2010
Insight bank April 2007 - May 2008
Commercial Savings Bank May 2003 - March 2007
The Fahey Banking Company March 1997 - April 2003
Skills
Wealth Management, Business Development, Portfolio Management, Sales, Investments, Banking, Strategic Planning, Financial Analysis, Asset Management, Strategic Financial..., Risk Management, Equities, Finance, Financial Modeling, Relationship Management, Fixed Income, Asset Allocation, Financial Services
Education
The Ohio State University
Business / Marketing
Zack Springer's BNY Mellon Wealth Management Experience June 2012 - Present
Job Portfolio Officer at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management June 2012 - Present
Mellon Capital Management May 1998 - July 2008
Skills
Microsoft Office, Excel, Bloomberg Terminal, Apple Macintosh, Attention To Detail, Technical Documentation, Technical Management, Barra Aegis, Investments, Microsoft Excel
Education
University of California, Davis 1993 — 1997
BA, International Relations
BNY Mellon Wealth Management June 2012 - Present
Mellon Capital Management May 1998 - July 2008
Skills
Microsoft Office, Excel, Bloomberg Terminal, Apple Macintosh, Attention To Detail, Technical Documentation, Technical Management, Barra Aegis, Investments, Microsoft Excel
Education
University of California, Davis 1993 — 1997
BA, International Relations
Jeannette Martinez's BNY Mellon Wealth Management Experience September 2011 - Present
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management September 2011 - Present
SunTrust Bank January 2009 - September 2011
Skills
Customer Service, Wealth Management, Special Needs Trusts, Middle Office, Wealth Management..., Banking, Investments, Loans, Mutual Funds, Commercial Lending, Finance, Financial Services, Financial Analysis
Education
Universidad Nacional Pedro Henríquez Ureña 1975 — 1978
Banking Administration, Economics
BNY Mellon Wealth Management September 2011 - Present
SunTrust Bank January 2009 - September 2011
Skills
Customer Service, Wealth Management, Special Needs Trusts, Middle Office, Wealth Management..., Banking, Investments, Loans, Mutual Funds, Commercial Lending, Finance, Financial Services, Financial Analysis
Education
Universidad Nacional Pedro Henríquez Ureña 1975 — 1978
Banking Administration, Economics
Kyle Niblo's BNY Mellon Wealth Management Experience October 2014 - Present
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management October 2014 - Present
BGC Partners December 2011 - June 2014
Tullett Prebon July 2009 - December 2011
JP Morgan June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
Don Bosco Prep 2003 — 2005
BNY Mellon Wealth Management October 2014 - Present
BGC Partners December 2011 - June 2014
Tullett Prebon July 2009 - December 2011
JP Morgan June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
Don Bosco Prep 2003 — 2005
Chris Yemma's BNY Mellon Wealth Management Experience January 2010 - Present
Job Vice President, Compliance Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2010 - Present
PanAgora Asset Management February 2008 - December 2009
Century 21 Oviedo Realty December 2006 - February 2008
Putnam Investment January 1997 - December 2006
Investors Bank & Trust May 1996 - January 1997
Skills
Securities, Investment Compliance, Mutual Funds, Fixed Income, AML, Trading Systems, Risk Management, ETFs, Fund Administration, Fund Of Funds, Investment Advisers Act, Alternative Investments, Capital Markets, Equities
Education
University of Massachusetts at Lowell
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon Wealth Management January 2010 - Present
PanAgora Asset Management February 2008 - December 2009
Century 21 Oviedo Realty December 2006 - February 2008
Putnam Investment January 1997 - December 2006
Investors Bank & Trust May 1996 - January 1997
Skills
Securities, Investment Compliance, Mutual Funds, Fixed Income, AML, Trading Systems, Risk Management, ETFs, Fund Administration, Fund Of Funds, Investment Advisers Act, Alternative Investments, Capital Markets, Equities
Education
University of Massachusetts at Lowell
Bachelor of Business Administration (B.B.A.), Finance
Dennis Murray, CFP®'s BNY Mellon Wealth Management Experience June 1999 - Present
Job Senior Portfolio Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Wealth Management June 1999 - Present
Education
Stonehill College 1995 — 1999
BNY Mellon Wealth Management June 1999 - Present
Education
Stonehill College 1995 — 1999
Beverly Kelly's BNY Mellon Wealth Management Experience 1997 - Present
Job Vice President Trust Officer at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 1997 - Present
Kilpatrick Stockton 1987 - 1997
Skills
Investments, Securities, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Sales Management, Wealth Management..., Asset Allocation, Financial Services, Retirement Planning, Investment Management
Education
University of Mississippi 1971 — 1974
BA, Political Science
BNY Mellon Wealth Management 1997 - Present
Kilpatrick Stockton 1987 - 1997
Skills
Investments, Securities, Wealth Management, Investment Advisory, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Sales Management, Wealth Management..., Asset Allocation, Financial Services, Retirement Planning, Investment Management
Education
University of Mississippi 1971 — 1974
BA, Political Science
Fraser McHardy's BNY Mellon Wealth Management Experience March 2010 - August 2011
Job Managing Director, SSGA Finance Head of Global Financial Performance Measurement at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2013 - Present
State Street Global Advisors August 2011 - December 2012
BNY Mellon Wealth Management March 2010 - August 2011
Bank of Scotland Corporate - Joint Ventures February 2007 - August 2009
Deloitte 2002 - 2007
Education
The University of Edinburgh 1998 — 2002
BCom, Business Studies & Accounting
State Street Global Advisors January 2013 - Present
State Street Global Advisors August 2011 - December 2012
BNY Mellon Wealth Management March 2010 - August 2011
Bank of Scotland Corporate - Joint Ventures February 2007 - August 2009
Deloitte 2002 - 2007
Education
The University of Edinburgh 1998 — 2002
BCom, Business Studies & Accounting
Yoani Fuentes's BNY Mellon Wealth Management Experience March 2013 - Present
Job Administrative Assistant at BNY Mellon
Industry Retail
Experience
BNY Mellon Wealth Management March 2013 - Present
Horizon Beverage Company June 2012 - February 2013
Fuentes Market & Liquor Store May 2011 - June 2012
Gap Inc. July 2010 - October 2011
Best Buy August 2008 - September 2010
Skills
Visual Merchandising, Sales, Retail, Merchandising, Customer Service, Inventory Management, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Loss Prevention, Retail Sales, Marketing, Customer Satisfaction, Event Planning, Data Entry, Team Building, Inventory Control
Education
Suffolk University 2008 — 2011
BSBA, Business Management, Public Administration
BNY Mellon Wealth Management March 2013 - Present
Horizon Beverage Company June 2012 - February 2013
Fuentes Market & Liquor Store May 2011 - June 2012
Gap Inc. July 2010 - October 2011
Best Buy August 2008 - September 2010
Skills
Visual Merchandising, Sales, Retail, Merchandising, Customer Service, Inventory Management, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Loss Prevention, Retail Sales, Marketing, Customer Satisfaction, Event Planning, Data Entry, Team Building, Inventory Control
Education
Suffolk University 2008 — 2011
BSBA, Business Management, Public Administration
McCain Brown's BNY Mellon Wealth Management Experience September 2008 - June 2012
Job Statham Woodwork, Inc.
Industry Building Materials
Experience
Statham Woodwork June 2012 - Present
BNY Mellon Wealth Management September 2008 - June 2012
JPMorgan Chase November 2005 - September 2008
Education
University of Oklahoma - Price College of Business 2002 — 2005
BA, Finance
Statham Woodwork June 2012 - Present
BNY Mellon Wealth Management September 2008 - June 2012
JPMorgan Chase November 2005 - September 2008
Education
University of Oklahoma - Price College of Business 2002 — 2005
BA, Finance
Pamela Gill's BNY Mellon Wealth Management Experience March 2010 - Present
Job Vice President / Escrow Sales at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management March 2010 - Present
BNY Mellon Wealth Management March 2001 - March 2010
BNY Mellon December 1995 - March 2001
Parkvale Savings Bank August 1991 - December 1995
C&S Sovran Leasing Corporation March 1991 - August 1991
Westinghouse Credit Corporation July 1990 - March 1991
Marine Midland Bank, N.A. June 1986 - July 1990
Skills
Asset Management, Portfolio Management, Strategic Planning, Mutual Funds, Banking, Mergers & Acquisitions, Investments, Wealth Management, Loans, Asset Allocation, Team Building, Due Diligence, Sales, Financial Analysis, Leadership, Finance
Education
University of Pittsburgh 1975 — 1979
Bachelor’s Degree, School of Education - Science Concentration
BNY Mellon Wealth Management March 2010 - Present
BNY Mellon Wealth Management March 2001 - March 2010
BNY Mellon December 1995 - March 2001
Parkvale Savings Bank August 1991 - December 1995
C&S Sovran Leasing Corporation March 1991 - August 1991
Westinghouse Credit Corporation July 1990 - March 1991
Marine Midland Bank, N.A. June 1986 - July 1990
Skills
Asset Management, Portfolio Management, Strategic Planning, Mutual Funds, Banking, Mergers & Acquisitions, Investments, Wealth Management, Loans, Asset Allocation, Team Building, Due Diligence, Sales, Financial Analysis, Leadership, Finance
Education
University of Pittsburgh 1975 — 1979
Bachelor’s Degree, School of Education - Science Concentration
Kimberly Tilghman's BNY Mellon Wealth Management Experience June 2015 - Present
Job
Industry Banking
Experience
BNY Mellon Wealth Management June 2015 - Present
Skills
Legal Research, Multi-generational..., Wealth Management, Estate Tax Planning, Estate Planning, Investments, Real Estate Transactions, Trusts, Bankruptcy, Due Diligence, Equities, Mergers, Portfolio Management
Education
University of Pittsburgh School of Law 2007 — 2010
J.D.
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
BNY Mellon Wealth Management June 2015 - Present
Skills
Legal Research, Multi-generational..., Wealth Management, Estate Tax Planning, Estate Planning, Investments, Real Estate Transactions, Trusts, Bankruptcy, Due Diligence, Equities, Mergers, Portfolio Management
Education
University of Pittsburgh School of Law 2007 — 2010
J.D.
Vanderbilt University 2002 — 2006
B.S., Human and Organizational Development
Dan Scarlett's BNY Mellon Wealth Management Experience October 2014 - Present
Job Property Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management October 2014 - Present
BNY Mellon March 2012 - October 2014
BNY Mellon March 2009 - March 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Process Improvement, Data Analysis, Financial Modeling, Property Management, Real Estate, Real Estate Transactions, Property Management..., Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Finance, Strategy
Westminster College (PA) 2003 — 2007
B.A., Political Science
BNY Mellon Wealth Management October 2014 - Present
BNY Mellon March 2012 - October 2014
BNY Mellon March 2009 - March 2012
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Process Improvement, Data Analysis, Financial Modeling, Property Management, Real Estate, Real Estate Transactions, Property Management..., Asset Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
MBA, Finance, Strategy
Westminster College (PA) 2003 — 2007
B.A., Political Science
Ony Pius's BNY Mellon Wealth Management Experience May 2014 - August 2015
Job Investment Professional
Industry Investment Management
Experience
Providence Health & Services August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
Wells Fargo April 2011 - May 2014
Wells Fargo Securities April 2011 - April 2014
Barclays Investment Bank March 2008 - April 2011
Barclays Capital June 2008 - July 2009
Barclays Investment Bank December 2006 - March 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Equities, Middle Office, Investment Banking, Bonds, Securities, Prime Brokerage, Options, Software Project..., Hedge Funds, Financial Services, Business Analysis, Microsoft Excel, Visio, Equity Options, Financial Reporting, Financial Modeling, Asset Management, Portfolio Management, Risk Management, Trading, Investments, Trading Systems, Financial Markets, Equity Derivatives, Financial Analysis, Valuation, FX Options, Finance, Management, Alternative Investments, Mutual Funds, Private Equity, Back Office, Investment Management, Banking, Asset Allocation, Commodity, Interest Rate..., Electronic Trading, Credit, Analysis, Credit Derivatives, Financial Risk, Swaps, Corporate Finance
Education
University of Alaska Fairbanks 2002 — 2006
Bachelor of Science (BS), Finance
Providence Health & Services August 2015 - Present
BNY Mellon Wealth Management May 2014 - August 2015
Wells Fargo April 2011 - May 2014
Wells Fargo Securities April 2011 - April 2014
Barclays Investment Bank March 2008 - April 2011
Barclays Capital June 2008 - July 2009
Barclays Investment Bank December 2006 - March 2008
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Equities, Middle Office, Investment Banking, Bonds, Securities, Prime Brokerage, Options, Software Project..., Hedge Funds, Financial Services, Business Analysis, Microsoft Excel, Visio, Equity Options, Financial Reporting, Financial Modeling, Asset Management, Portfolio Management, Risk Management, Trading, Investments, Trading Systems, Financial Markets, Equity Derivatives, Financial Analysis, Valuation, FX Options, Finance, Management, Alternative Investments, Mutual Funds, Private Equity, Back Office, Investment Management, Banking, Asset Allocation, Commodity, Interest Rate..., Electronic Trading, Credit, Analysis, Credit Derivatives, Financial Risk, Swaps, Corporate Finance
Education
University of Alaska Fairbanks 2002 — 2006
Bachelor of Science (BS), Finance
Paula Marcum's BNY Mellon Wealth Management Experience November 1998 - Present
Job RFP Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management November 1998 - Present
EquiServe (formerly Bank of Boston) October 1992 - November 1998
Skills
RFP, Fixed Income, Microsoft Excel, Investment Management, Institutional..., Mutual Funds, Investment Strategies, Alternative Investments, Hedge Funds, Emerging Markets, Investments, Asset Allocation, Portfolio Management, Management, Separately Managed..., Asset Management, Securities, Equities, Financial Services
Education
The George Washington University
Bachelor's degree, International Relations
BNY Mellon Wealth Management November 1998 - Present
EquiServe (formerly Bank of Boston) October 1992 - November 1998
Skills
RFP, Fixed Income, Microsoft Excel, Investment Management, Institutional..., Mutual Funds, Investment Strategies, Alternative Investments, Hedge Funds, Emerging Markets, Investments, Asset Allocation, Portfolio Management, Management, Separately Managed..., Asset Management, Securities, Equities, Financial Services
Education
The George Washington University
Bachelor's degree, International Relations
Hong-Tsun Simon's BNY Mellon Wealth Management Experience July 2012 - Present
Job Senior Director of Portfolio Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2012 - Present
BNY Mellon Wealth Management January 2005 - June 2012
A. Montag & Associates January 2000 - October 2004
Education
The American University of Paris
Bachelor of Arts (B.A.), International Economics
Xavier University
Master of Business Administration (MBA), Finance, General
BNY Mellon Wealth Management July 2012 - Present
BNY Mellon Wealth Management January 2005 - June 2012
A. Montag & Associates January 2000 - October 2004
Education
The American University of Paris
Bachelor of Arts (B.A.), International Economics
Xavier University
Master of Business Administration (MBA), Finance, General
pat pastore's BNY Mellon Wealth Management Experience June 2014 - Present
Job at
Industry Retail
Experience
BNY Mellon Wealth Management June 2014 - Present
L & JG Stickley December 2012 - June 2014
Education
State University of New York College at Oswego 2010 — 2012
Associate's degree, Business Administration and Management, General
BNY Mellon Wealth Management June 2014 - Present
L & JG Stickley December 2012 - June 2014
Education
State University of New York College at Oswego 2010 — 2012
Associate's degree, Business Administration and Management, General
Kevin Coghlan's BNY Mellon Wealth Management Experience November 1988 - Present
Job IT Infrastructure and Project Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management November 1988 - Present
Electronic Data Systems June 1982 - October 1988
General Accident Insurance Company (Ja.) Limited April 1980 - April 1982
The Library Company of Philadelphia March 1978 - April 1980
Skills
IT Infrastructure Design, Managing IT..., Web Services Management, Project Management, Solution Architecture, System Architecture
Education
Swarthmore College 1972 — 1977
Bachelor of Arts (B.A.), English Language and Literature/Letters
BNY Mellon Wealth Management November 1988 - Present
Electronic Data Systems June 1982 - October 1988
General Accident Insurance Company (Ja.) Limited April 1980 - April 1982
The Library Company of Philadelphia March 1978 - April 1980
Skills
IT Infrastructure Design, Managing IT..., Web Services Management, Project Management, Solution Architecture, System Architecture
Education
Swarthmore College 1972 — 1977
Bachelor of Arts (B.A.), English Language and Literature/Letters
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY