Chasemellon Shareholder Services
Industry: Company
DescriptionFounded: 1995 Parent organization: Computershare
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Chasemellon Shareholder Services Employees
Ambrosio Law Firm October 2010 - Present
Atlantic Uniform Company January 2013 - January 2014
J&L Properties Inc. February 2008 - August 2010
Optionable Inc. August 2000 - July 2007
Chasemellon Shareholder Services April 1999 - January 2000
Skills
Payroll, Accounts Receivable, Management, QuickBooks, Accounting, Account Reconciliation, Invoicing
Education
Thomas Edison State College 1996 — 1998
B.S, Business Administration; Finance
Fairleigh Dickinson University - Rutherford/Teaneck New Jersey 1990 — 1994
Coldwell Banker Residential Brokerage, Manalapan, NJ March 2015 - Present
Gloria Nilson & Co Real Estate May 2014 - March 2015
Benjamin Household 2001 - May 2014
J.P. Morgan 2000 - 2001
Bank of New York 1998 - 2000
ChaseMellon Shareholder Services 1995 - 1998
Skills
Investor Relations, Sellers, Real Estate, Listings, Customer Service
Education
Mulroy School of Real Estate 2014 — 2014
New Jersey Real Estate License
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
UCEDC May 2015 - Present
Lee Academy August 2012 - August 2013
Ellsworth Public Schools March 2011 - August 2012
Reliable Cash Register November 2006 - March 2009
Morris Land Conservancy 2006 - 2006
University of New Hampshire 2003 - 2005
Standard & Poor's 2002 - 2003
Gerard Klauer Mattison & Co. 2000 - 2001
Arnhold and S. Bleichroeder 1998 - 2000
ChaseMellon Shareholder Services January 1998 - November 1998
Skills
Political Risk Analysis, Business Relationship..., Financial Analysis, Research, Financial Management, Financial Reporting, Policy, Land Conservation, Land Acquisition, Public Speaking, Data Analysis, Policy Analysis, Government, Grant Writing, Program Management, Budgets, Management, Financial Modeling, Teaching
Education
University of New Hampshire 2003 — 2005
Natural Resources: Environmental Conservation
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
M.B.A., Business Administration
Boston College 1988 — 1992
B.A., Political Science
Solium April 2005 - Present
Mellon Investor Services 2004 - 2005
Equiserve May 1997 - May 2004
Chasemellon Shareholder Services 1995 - 1997
NYNEX Mobile 1991 - 1995
Skills
Executive Compensation, Equity Compensation, Compliance, Customer Service, Compensation, New Business Development, Options, Contract Negotiation, Account Management, Stock, Executive Pay, Stocks, Equities, SaaS, Business Development, Deferred Compensation, Financial Analysis, Financial Services, Incentive Programs, Leadership, Management, Mergers, Relationship Management, Process Improvement, Sales, Securities, Risk Management, Series 7, Employee Benefits, Mergers & Acquisitions, Finance
Education
New York University 1994 — 1997
Organizational Behavior and Communication
NYU 1992 — 1996
Bachelor of Arts
Perform, Inc. January 2014 - Present
Genworth Reverse Mortgage (now "Liberty Home Equity") July 2012 - May 2014
MetLife Bank 2009 - June 2012
Perform, Inc. March 2006 - October 2010
American Home Mortgage 2005 - 2007
AdvisorCentral.com December 2001 - March 2006
Perform, Inc. 1995 - 2000
ChaseMellon Shareholder Services 1994 - 1995
Magicore 1993 - 1993
Premier Systems (SafeGuard Scientifics Company) 1992 - 1992
Skills
Business Development, Strategy, Start-ups, Investments, FHA, Mortgage Banking, Financial Services, Training, Mortgage Lending, Mutual Funds, Leadership, Marketing Strategy, Strategic Financial..., Loans, Reverse Mortgages, Relationship Management, Finance, Banking, Selling, Refinance, Risk Management, Retirement, Financial Planning, Program Management, Financial Advisory, Loan Origination, B2B, Management, Employee Benefits, Insurance, Investment Properties, Portfolio Management, Small Business, Term Life Insurance, Executive Management, Fixed Annuities, Retirement Planning, Residential Mortgages, Series 7, Underwriting, Credit, Coaching, Life Insurance, Sales, Sales Process
Education
Indiana University of Pennsylvania 1978 — 1982
Bachelor of Science (B.S.)
Indiana University of Pennsylvania
Bachelor's degree
Tumino's Towing Inc July 2007 - Present
ChaseMellon Shareholder Services December 1997 - May 2003
Merck Medco Containment Services February 1994 - January 1997
Skills
Trucking, Dispatching, Transportation, Fleet Management, Flatbed, CDL, Accident Investigation, LTL, Transportation..., Safety Management..., Truck, CDL Class A, Driver Training, Transportation Planning, Container, Process Improvement, Heavy Equipment, DOT regulations, Freight, Rail, Public Transport, Team Building, Customer Service, Strategic Planning
Education
Rutgers Graduate School of Education 2015 — 2016
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Liberty University 2012 — 2015
Bachelor’s Degree, Human Resources Management/Personnel Administration, General, Magna Cum Laude
Mason Gross School of the Arts, Rutgers University 1989 — 1993
BFA, Graphic Design
PwC January 2013 - Present
PwC (Assignment through Randstad Staffing) July 2012 - September 2012
HSBC Fund Services August 2006 - November 2011
HSBC May 2005 - August 2006
First Bank Virgin Islands April 2003 - January 2005
Chasemellon Shareholder Services January 1998 - September 2002
Skills
Microsoft Office, Bloomberg Terminal, Citrix, PeopleSoft, Geneva, Calypso, Telekurs, Euroclear, Access, Reference Data, Securities, Fixed Income, Financial Services, Derivatives, Bloomberg, Fund Accounting, Analysis, Corporate Actions, Market Data, Business Analysis
Education
Delaware State University 1991 — 1995
Business, Marketing
NIRI NY 2015 - Present
Computershare 2000 - Present
Mellon Financial Corporation 1990 - 2000
ChaseMellon Shareholder Services 1984 - 2000
Manufacturers Hanover Trust January 1982 - 1995
Skills
Investor Relations, Relationship Management, Mergers, Securities, Business Development, Corporate Actions, Series 7, Equities, Financial Services, IPO, Fixed Income, Investments, Capital Markets, Transfer Agency, Investment Banking, Asset Management, Financial Markets, Hedge Funds, Portfolio Management, Financial Analysis, Corporate Governance, Banking, Mutual Funds, Mergers & Acquisitions, Corporate Finance, Valuation, Asset Managment, Financial Modeling, Executive Management, Series 63, Alternative Investments, Risk Management, Trading, Private Equity, Due Diligence, Options, Finance, Derivatives, Bloomberg, Ice Hockey
Education
New York University 1978 — 1980
New York University
Bachelor's degree, Business Administration and Management, General
Computershare January 2012 - Present
BNY Mellon Shareowner Services 1989 - Present
BNY Mellon, Shareowner Services January 2002 - December 2011
BNY Mellon July 2001 - December 2009
SunTrust Banks, Inc January 1997 - January 2002
SunTrust Banks Inc. July 1996 - July 2001
ChaseMellon Shareholder Services January 1995 - January 1997
GeoServe Corporate Trust Telecommunications Center January 1993 - January 1995
Chemical Bank January 1986 - January 1995
Manufacturers Hanover Trust January 1986 - January 1993
Skills
Training, Investor Relations, CRM, Securities, Customer Service, Team Leadership, Portfolio Management, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Accounting and Management
Bernard M. Baruch College
Bachelor of Business Administration
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Citigroup Smith Barney 1997 - 2005
ChaseMellon Shareholder Services 1984 - 1997
Citibank, N.A. 1974 - 1984
Skills
Securities
Education
State University of New York College at Oswego 1970 — 1974
Bachelor of Arts (BA), American Studies
WTS Proprietary Trading Group, LLC November 2009 - Present
Bank of New York Mellon August 1999 - December 2008
BNY MELLON SECURITIES August 1999 - December 2008
Mellon Investor Services February 1997 - August 1999
Mellon Investor Services February 1997 - August 1999
Mellon Investor Services December 1995 - January 1997
CHASEMELLON SHAREHOLDER SERVICES December 1995 - January 1997
Education
Howard University 1989 — 1990
Visiting Nurse Service of New York June 2013 - July 2014
Visiting Nurse Service of New York March 2013 - May 2013
Chinese Community Accountable Care Organization March 2012 - February 2013
BNY Mellon 2006 - 2011
BNY Mellon 2003 - 2006
State Street 2001 - 2003
State Street 1999 - 2001
BNY Mellon (Formerly The Bank of New York) 1998 - 1999
ChaseMellon Shareholder Services 1996 - 1998
Bank of Tokyo-Mitsubishi UFJ 1995 - 1996
Skills
Financial Services, Finance
Education
City University of New York-Hunter College 2012 — 2013
Certificate, Medical Coding and Billing
Baruch College, City University of New York (CUNY)
Bachelor's Degree, B.A. Business Administrative in Accounting
ChaseMellon Shareholder Services June 1995 - November 2001
Education
Hartwick College
Pace University
BA, Financef
kpmg LLP November 2000 - October 2012
Chasemellon Shareholder Services May 1998 - November 2000
Phyphar Inc January 1996 - May 1998
Skills
Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Hyperion Enterprise, Internal Controls, Forecasting, Financial Accounting, General Ledger, Account Reconciliation, Financial Modeling, Managerial Finance
Education
Ramapo College of NJ 1990 — 1993
Bachelor of Science (BS), Accounting