BNY Mellon/Dreyfus
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BNY Mellon/Dreyfus Employees
Lazard Asset Management October 2013 - Present
BNY Mellon/Dreyfus 2008 - 2013
Pioneer Investments 2006 - 2007
DWS Investments 2002 - 2006
Putnam Investments 1992 - 2002
Van Kampen Merritt 1983 - 1992
Skills
Asset Management, Financial Services, Investment Management, Mutual Funds, Separately Managed..., Business Development, Relationship Management, Strategic Leadership, Sales Management, Strategic Planning
Education
Taylor University 1977 — 1981
BS, Business/Systems
BNY Mellon/Dreyfus November 1999 - June 2014
National Association of Insurance Commissioners (NAIC) 1997 - 1999
Peregrine Securities 1995 - 1997
Credit Suisse 1992 - 1995
PNC 1990 - 1992
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Hedge Funds, Bloomberg, Credit Risk, Money Market Funds, Management, Banking, Money Market, Economics, Commercial Paper, Total Return, Finance, Credit, Due Diligence, Securities, Capital Markets, Derivatives
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1990
Master of Science in Industrial Administration, Finance
The University of Southern Mississippi 1979 — 1984
Bachelor of Arts (BA), Economics
BNY Mellon/Dreyfus June 1998 - Present
Skills
Risk Management, Process Improvement, Business Analysis, Insurance, Call Centers, Management, Project Management, PeopleSoft, Recruiting, Talent Acquisition, Customer Service, Employee Relations, Human Resources, General Insurance, Property & Casualty..., Series 63, Wealth Management, Series 7, Series 24, Series 65, Separately Managed..., Asset Management, Mutual Funds, Financial Analysis
Education
CFP Board of Standards 2010 — 2011
CFP, Certified Financial Planner
College for Financial Planning 2006 — 2007
AAMS, Accredited Asset Management Specialist
State University of New York College at Geneseo 1991 — 1995
BNY Mellon/Dreyfus July 2015 - Present
BNY Mellon/Dreyfus July 2012 - June 2015
Brandeis University January 2009 - May 2012
Brandeis University September 2011 - December 2011
Pershing June 2011 - August 2011
Cetrulo & Capone June 2010 - August 2010
Skills
Microsoft Office, Stata, Mutual Funds, Asset Management, Customer Service, Financial Reporting, Financial Services, Business Strategy, Outlook, Strategic Planning, Access, Data Analysis, Marketing
Education
Brandeis University 2008 — 2012
Bachelor of Arts, Majors: International & Global Studies, Business, Minors: Economics & Law
Barnegat High School 2004 — 2008
High School Diploma
BNY Mellon/Dreyfus October 2007 - Present
The Bank of New York June 2005 - October 2007
Oppenheimer & Co. Inc. July 1997 - June 2005
Direct Travel, Inc. 1995 - 1997
Decisive Strategies August 1994 - June 1995
Simmons Market Research Bureau January 1994 - July 1994
CIEE 1990 - 1994
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Marketing
Sheepshead Bay High School 1982 — 1986
NYU School of Professional Studies
Certificate, Sports and Special Events Marketing
American Funds April 2014 - Present
Dividend Capital July 2005 - March 2014
BNY Mellon/Dreyfus January 2005 - July 2005
OppenheimerFunds November 1997 - December 2004
OppenheimerFunds April 1995 - October 1997
Skills
Investments, Real Estate, Asset Management, Investment Properties, Real Estate Economics, Commercial Real Estate, Alternative Investments, Series 7, Series 63, Mutual Funds, Valuation, Marketing, Budgets, Sales, Asset Allocation, Investment Advisory, Private Equity, Qualified Retirement..., Financial Analysis
Education
University of Maine 1990 — 1994
Bachelor of Engineering (BEng), Mechanical Engineering
University of Mississippi
BNY Mellon/Dreyfus 1998 - Present
Skills
Mutual Funds, Fixed Income
Education
Fordham University
BNY Mellon/Dreyfus August 1992 - Present
Skills
Corporate Events, Contract Negotiation, Budget Management, Relationship Management, Marketing Communications, Trade Shows, Marketing Strategy, Marketing, Mutual Funds, Email Marketing, Financial Services, Leadership, Public Speaking, Relationship Building, Client Liaison, Organization Skills, Logistics Management, Product Management, Live Event Producer, Event Ticketing, Exhibit Preparation, Project Management, Mentoring, Team Leadership, Customer Experience, Client Rapport, Corporate Hospitality, Sponsorship, Risk Management, Legal Compliance
Education
Syracuse University
Bachelor of Science, Journalism
BNY Mellon/Dreyfus November 2014 - Present
BNY Mellon/Dreyfus October 2011 - October 2014
BNY Mellon October 2010 - September 2011
HomeGoods May 2009 - October 2010
Fortunoff October 2006 - May 2009
L.L. Weans June 2005 - October 2006
Montessori Children's School 1997 - 2006
Skills
Retail, File Management, Customer Service, Distribution Center..., Outlook, Merchandising, Inventory Management, Visual Merchandising, Office Management, Call Center, Loss Prevention, Benefits Administration, Sales, Microsoft Word, Customer Satisfaction
Education
Adelphi University 1979 — 1981
MA, Elementary Education