Chase Mellon Shareholder Services
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Chase Mellon Shareholder Services Employees
Robert Half Finance & Accounting November 2014 - Present
Milrose Consultants, Inc. December 2012 - October 2014
Samsung Electronics America July 2009 - December 2011
Liz Claiborne, Inc July 2003 - April 2009
Latin Percussion, Inc November 1998 - December 2002
Chase Mellon Shareholder Services January 1995 - May 1998
Skills
Accounting, Microsoft Excel, Customer Service, Invoicing, SAP, Mas 90, JD Edwards, Microsoft Word, Microsoft Office, Access, Outlook, PowerPoint, Accounts Receivable, Research, AS400, QuickBooks, IMany, Workflow AR, Receivable Edge, Account Reconciliation, Management, Photoshop, JDE One World, SAP Workflow, Lotus 123, PCP1, Quicken, SORE, Millennium, VAX, FACTS, Navision Financials, OMD VISION, SAP 710, SAP 720, Workflow G-ERP, Forecasting, IBM iSeries, Windows, Financial Analysis, Accounts Payable, Finance, MI3, Crystal Reports, WAVE, Salesforce Financials, Medisoft ICD-9- CM..., Medisoft – CIMO 7e, Microsoft Dynamics AX
Education
Bergen Community College 1991 — 1993
Associate's degree, Liberal Arts and Sciences/Liberal Studies
The Christian and Missionary Alliance January 2015 - Present
Forerunner Coaching, LLC September 2009 - Present
N2 Publishing 2011 - July 2014
Serve Baltimore June 2009 - August 2011
First Diversity Management Group July 2010 - January 2011
The Christian and Missionary Alliance June 1997 - March 2009
Chase Mellon Shareholder Services August 1994 - May 1997
Mellon Bank April 1990 - August 1994
Skills
Public Speaking, Non-profits, Nonprofits, Management, Fundraising, Leadership Development, Training, Social Networking, Coaching, Team Building
Education
Nyack College 1994 — 1997
M.Div., Cross Cultural Ministries
Gannon University 1983 — 1987
B.S., Computer Science/Business
Deutsche Bank March 2011 - Present
UBS Securities LLC July 2006 - August 2010
ADP Clearing and Outsourcing 2001 - 2006
US Clearing 2000 - 2004
Chase Mellon Shareholder Services 1997 - 2000
Skills
Financial Risk, Auditing, Finance, Securities, Banking, Risk Management, Operational Risk, Fixed Income, Derivatives, Account Reconciliation, Capital Markets, Corporate Actions, Equities, Financial Services, Investment Banking, Operational Risk..., Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1989 — 1995
BBA, Operational Management
Vaco LLC September 2005 - Present
Spherion Corp. January 2003 - September 2005
First Charter Bank December 2001 - December 2002
First Union Corporation 1999 - 2001
Chase Mellon Shareholder Services 1992 - 1999
Skills
Process Improvement, Strategic Consulting, Mergers, Financial Modeling, Management, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Management Consulting, Finance, Consulting, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management, Auditing, Strategy, Managerial Finance, Start-ups, Recruiting, Accounting, Project Management, Interviews, Internal Audit, Change Management, Internal Controls, Cost Accounting, Corporate Finance, Cross-functional Team..., Banking, Due Diligence, Business Process..., Strategic Planning, Business Networking, Business Development, Acquisition Integration, SEC filings, Business Planning, Analysis, ERP
Education
Rice University 1965 — 1969
B S, Commerce
Insperity May 2015 - Present
Percepta May 2005 - May 2015
Chase Mellon Shareholder Services June 1995 - April 1998
Alliance Capital Management May 1990 - June 1995
Skills
Performance Management, Talent Management, Employee Relations, HR Policies, Onboarding, Talent Acquisition, HR Consulting, Workforce Management, CRM, Recruiting, Human Resources
Education
Emory University
Bachelor of Arts (BA), Political Science
American Stock Transfer & Trust Company, LLC January 2013 - Present
American Stock Transfer & Trust Co LLC September 2011 - December 2012
American Stock Transfer & Trust Co LLC September 2010 - September 2011
AST Equity Plan Solutions October 2007 - September 2010
Citigroup Global Stock Plan Services 1997 - 2007
AST Stockplan 1997 - 2000
Chase Mellon Shareholder Services July 1996 - April 1997
Skills
Relationship Management, Project Management, Business Development, Team Leadership, New Business Development, Team Building, Business Requirements, Cross-functional Team..., Business Process..., Accounting, Process Improvement, Vendor Management, PMP, Securities, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1996
Bachelor of Business Administration (BBA), Accounting
Hartwick College 1993 — 1994
Accounting
New York University
Human Resources Management and Compensation
Straus News, Inc. November 2013 - January 2014
WellPoint,Inc. August 2009 - August 2013
Bon Secours Community Hospital August 2006 - August 2008
Georgeson Shareholder 2000 - 2005
Georgeson Shareholder 2000 - 2005
CIC April 1999 - January 2000
EquiServe LLC 1990 - 2000
Chase Mellon Shareholder Services June 1996 - September 1998
First Chicago Trust Company of NY 1990 - 1994
Skills
Certified Electronic..., Call Center, Recruiting, Sales, Customer Service, Call Centers, Training, Human Resources, System Administration, Leadership, Process Improvement, Risk Management, Business Analysis
Education
Orange-Ulster BOCES 2011 — 2011
Certificate, Certified Electronic Health Records Specialist
Marist College 1984 — 2007
Bachelor of Science, Spanish/Integrated Studies
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
Style By Sunita January 2014 - Present
Chase Mellon Shareholder Services 1995 - 1999
Pinkerton Computer Consultants 1992 - 1995
Skills
Software Development, Software Project..., Enterprise Software, Management, Project Management, Business Analysis, Integration, Leadership, Strategy, Program Management, Sales
Education
Shreemati Nathibai Damodar Thackersey Women's University 1988 — 1991
MCA, Computer Science
Air India Modern School, Bombay
High School
ZOOM Capital Merchants Connect July 2012 - Present
American Stock Transfer & Trust Company, LLC April 1997 - July 2006
Chase Mellon Shareholder Services July 1990 - March 1997
Skills
Business Development, Small Business, Finance, Investor Relations, Financial Services, Integrated Marketing, Relationship Management, Account Management, Asset Management, Entrepreneurship, Customer Service, Sales, CRM, Personal Finance, Economic Empowerment, New Business Development, Credit Analysis, Corporate Finance, Merchant Services, Business Planning, Corporate Trust, Business Networking, Leadership Development, Funding / Start-ups /..., Financial Health, Business Growth..., Marketing Strategy, Health & Wellness, Financial Analysis
Education
Pace University
Queens College
Regional Brokerage Firm November 2003 - Present
Deutsche Bank August 1997 - April 2001
Chase-Mellon Shareholder Services September 1993 - August 1997
Skills
Customer Relations, Customer Service, Management, Finance, Banking, Sales, Mutual Funds, Investments, Financial Services, Portfolio Management, Retirement Planning
Education
The Writing Center, Englewood Cliffs, NJ 2009 — 2011
Wrting Techniques
William Paterson University of New Jersey 1989 — 1993
Bachelor of Arts, Sociology, Geography, Political Science
Kean University 1987 — 1989
None Attained, Business Administration