Dreyfus Corporation
Industry: Company
DescriptionDreyfus, established in 1951 and headquartered in New York City, is an American investment manager of investment products and strategies. The company merged with Mellon Financial in 1994, and then became a subsidiary of Bank of New York Mellon when Mellon Financial and The Bank of New York merged in 2007. Parent organization: The Bank of New York Mellon Headquarters: New York City, NY Founded: 1951 Subsidiaries: MBSC SECURITIES CORPORATION,
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Dreyfus Corporation Employees
Employee
Years
Job
Industry
Christopher G. Bovine Christopher G. Bovine's Dreyfus Corporation Experience June 2000 - January 2001
Job Senior Copywriter
Industry Writing and Editing
Experience
Freelance/Contract Copywriter May 2005 - Present
McGraw Hill Financial January 2015 - August 2015
MetLife June 2008 - October 2008
Independent Financial, a Sun Life Financial Company August 2006 - January 2008
Citibank May 2005 - March 2006
AXA Equitable/The MONY Group March 2003 - May 2005
New York Life March 2002 - March 2003
AXA Financial January 2001 - October 2001
Dreyfus Corporation June 2000 - January 2001
MetLife June 1998 - June 2000
Skills
Copywriting, Web Content, Direct Mail, Marketing Communications, Training, Advertising, Direct Marketing, Editing, Content Strategy, Newsletters, Marketing
Education
Fordham University
B.A.
Iona Preparatory
Freelance/Contract Copywriter May 2005 - Present
McGraw Hill Financial January 2015 - August 2015
MetLife June 2008 - October 2008
Independent Financial, a Sun Life Financial Company August 2006 - January 2008
Citibank May 2005 - March 2006
AXA Equitable/The MONY Group March 2003 - May 2005
New York Life March 2002 - March 2003
AXA Financial January 2001 - October 2001
Dreyfus Corporation June 2000 - January 2001
MetLife June 1998 - June 2000
Skills
Copywriting, Web Content, Direct Mail, Marketing Communications, Training, Advertising, Direct Marketing, Editing, Content Strategy, Newsletters, Marketing
Education
Fordham University
B.A.
Iona Preparatory
Melissa Clayton Melissa Clayton's Dreyfus Corporation Experience May 1996 - April 1997
Job Project Leader at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2012 - Present
OppenheimerFunds December 2010 - April 2012
OppenheimerFunds December 2004 - December 2010
OppenheimerFunds July 2000 - December 2004
OppenheimerFunds August 1997 - July 2000
Dreyfus Corporation May 1996 - April 1997
Skills
Partner Relationship..., Business Management, Sales Operations, Business Analysis, Client Reporting
Education
State University of New York at Stony Brook 1990 — 1995
BA, Social Sciences
Northport high school
Edward Jones April 2012 - Present
OppenheimerFunds December 2010 - April 2012
OppenheimerFunds December 2004 - December 2010
OppenheimerFunds July 2000 - December 2004
OppenheimerFunds August 1997 - July 2000
Dreyfus Corporation May 1996 - April 1997
Skills
Partner Relationship..., Business Management, Sales Operations, Business Analysis, Client Reporting
Education
State University of New York at Stony Brook 1990 — 1995
BA, Social Sciences
Northport high school
Heidi Simpson-Sandoval Heidi Simpson-Sandoval's Dreyfus Corporation Experience 1999 - 2005
Job Senior Vice President
Industry Financial Services
Experience
BNY Mellon 2011 - 2014
BNY Mellon 2007 - 2011
Mellon Financial Corporation 2005 - 2007
Dreyfus Corporation 1999 - 2005
Mellon Financial Corporation 1993 - 1999
Security Pacific Bank / Bank of America 1986 - 1993
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Derivatives, Financial Services, Mutual Funds, Portfolio Management, Securities, Strategy, Finance, Financial Analysis, Investment Management, Business Development, Investments, Management, Banking, Risk Management, Alternative Investments, Relationship Management
Education
Brigham Young University
Bachelor's Degree, Business Management, Finance and Spanish
Lee Hecht Harrison Alumni
BNY Mellon 2011 - 2014
BNY Mellon 2007 - 2011
Mellon Financial Corporation 2005 - 2007
Dreyfus Corporation 1999 - 2005
Mellon Financial Corporation 1993 - 1999
Security Pacific Bank / Bank of America 1986 - 1993
Skills
Equities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Derivatives, Financial Services, Mutual Funds, Portfolio Management, Securities, Strategy, Finance, Financial Analysis, Investment Management, Business Development, Investments, Management, Banking, Risk Management, Alternative Investments, Relationship Management
Education
Brigham Young University
Bachelor's Degree, Business Management, Finance and Spanish
Lee Hecht Harrison Alumni
John Schiavetta, CFA John Schiavetta, CFA's Dreyfus Corporation Experience November 1981 - March 1984
Job SVP, Director at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2008 - Present
Fitch Ratings October 1992 - January 2008
CDA Investment Technologies - part of Thomson Reuters March 1984 - October 1992
Dreyfus Corporation November 1981 - March 1984
Skills
Risk Management, Counterparty Risk, Structured Finance, ABS, Ratings Advisory, Rating Agency Relations, Valuation, MBS, CDO, Credit Analysis, Regulatory Affairs, Quantitative Analytics, Securitization, Credit, Fixed Income, Capital Markets, Derivatives, Mutual Funds, Hedge Funds, Asset Management, Investments, Corporate Finance, Portfolio Management
Education
Bates College
B.A., Economics
AllianceBernstein April 2008 - Present
Fitch Ratings October 1992 - January 2008
CDA Investment Technologies - part of Thomson Reuters March 1984 - October 1992
Dreyfus Corporation November 1981 - March 1984
Skills
Risk Management, Counterparty Risk, Structured Finance, ABS, Ratings Advisory, Rating Agency Relations, Valuation, MBS, CDO, Credit Analysis, Regulatory Affairs, Quantitative Analytics, Securitization, Credit, Fixed Income, Capital Markets, Derivatives, Mutual Funds, Hedge Funds, Asset Management, Investments, Corporate Finance, Portfolio Management
Education
Bates College
B.A., Economics
Domenick M. Masotti Domenick M. Masotti's Dreyfus Corporation Experience 1995 - 1997
Job General Partner, Monticello Capital Management, LLC
Industry Investment Management
Experience
Monticello Capital Management, LLC 2008 - Present
Western Asset/Citigroup Asset Management 1997 - 2007
Dreyfus Corporation 1995 - 1997
Skills
Portfolio Management, Asset Management, Investments, Bloomberg, Series 7, Risk Management, Capital Markets, Excel, Credit, PowerPoint, Microsoft Office, Fixed Income, Equities, Bonds, Financial Analysis, Trading, Asset Managment, Mutual Funds, Hedge Funds, Institutional..., Alternative Investments
Education
Adelphi University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Monticello Capital Management, LLC 2008 - Present
Western Asset/Citigroup Asset Management 1997 - 2007
Dreyfus Corporation 1995 - 1997
Skills
Portfolio Management, Asset Management, Investments, Bloomberg, Series 7, Risk Management, Capital Markets, Excel, Credit, PowerPoint, Microsoft Office, Fixed Income, Equities, Bonds, Financial Analysis, Trading, Asset Managment, Mutual Funds, Hedge Funds, Institutional..., Alternative Investments
Education
Adelphi University 1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Cristin Caufield-Greer Cristin Caufield-Greer's Dreyfus Corporation Experience May 2004 - June 2005
Job Experienced Investor Relations Manager
Industry Financial Services
Experience
International Fund Services January 2008 - December 2010
International Fund Services January 2007 - January 2008
International Fund Services June 2005 - January 2007
Dreyfus Corporation May 2004 - June 2005
Skills
Hedge Funds, New Business Development, Financial Services, Mutual Funds, Banking, Securities, Project Management, Microsoft Excel, Vendor Management, PowerPoint, Process Improvement, Business Analysis, Human R
Education
Pace University 2006 — 2011
Master of Science, Teaching Childhood Education, 3.8
Saint Francis College 2002 — 2004
Bachelor of Arts (B.A.), Economics
International Fund Services January 2008 - December 2010
International Fund Services January 2007 - January 2008
International Fund Services June 2005 - January 2007
Dreyfus Corporation May 2004 - June 2005
Skills
Hedge Funds, New Business Development, Financial Services, Mutual Funds, Banking, Securities, Project Management, Microsoft Excel, Vendor Management, PowerPoint, Process Improvement, Business Analysis, Human R
Education
Pace University 2006 — 2011
Master of Science, Teaching Childhood Education, 3.8
Saint Francis College 2002 — 2004
Bachelor of Arts (B.A.), Economics
Hamida Haque, MBA Hamida Haque, MBA's Dreyfus Corporation Experience January 2000 - May 2006
Job Real Estate Broker at Remax WorldCLass
Industry Real Estate
Experience
Remax WorldCLass Office Manager/ Tax AssociateLiberty Tax ServiceJanuary 2011 - May 2012
Alliance Realty May 2007 - June 2009
Dreyfus Corporation January 2000 - May 2006
BNY-Mellon Bank if New York January 2000 - May 2006
BIg Apple Circus February 1998 - March 2000
IRS January 1997 - May 1998
Education
University of Bridgeport, CT 2000 — 2003
Master of Business Administration (M.B.A.), Management Information System
City University of New York 1996 — 1999
Bachelor's Degree, Accounting and Information System
Andrew Jackson High School 1994 — 1996
High School
Remax WorldCLass Office Manager/ Tax AssociateLiberty Tax ServiceJanuary 2011 - May 2012
Alliance Realty May 2007 - June 2009
Dreyfus Corporation January 2000 - May 2006
BNY-Mellon Bank if New York January 2000 - May 2006
BIg Apple Circus February 1998 - March 2000
IRS January 1997 - May 1998
Education
University of Bridgeport, CT 2000 — 2003
Master of Business Administration (M.B.A.), Management Information System
City University of New York 1996 — 1999
Bachelor's Degree, Accounting and Information System
Andrew Jackson High School 1994 — 1996
High School
Karl Goldmann Karl Goldmann's Dreyfus Corporation Experience March 2007 - May 2008
Job Product & Sales Analyst at Schroders
Industry Financial Services
Experience
Schroders April 2014 - Present
Morgan Stanley September 2013 - October 2013
ElderServe Health October 2012 - February 2013
Systematic Financial Management June 2008 - January 2011
Dreyfus Corporation March 2007 - May 2008
UBS December 1999 - March 2007
AXA Equitable March 1998 - December 1999
Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing
Education
Rutgers University School of Business 2002 — 2005
Master of Business Administration, Finance
Kean University 1995 — 1997
Bachelor of Science, Finance
Schroders April 2014 - Present
Morgan Stanley September 2013 - October 2013
ElderServe Health October 2012 - February 2013
Systematic Financial Management June 2008 - January 2011
Dreyfus Corporation March 2007 - May 2008
UBS December 1999 - March 2007
AXA Equitable March 1998 - December 1999
Skills
Marketing, Financial Services, Superior Client Service, RFP Generation, RFP Design, Database Marketing, Fact Sheets, Proposal Writing
Education
Rutgers University School of Business 2002 — 2005
Master of Business Administration, Finance
Kean University 1995 — 1997
Bachelor of Science, Finance
Peggy Burton Peggy Burton's Dreyfus Corporation Experience 1985 - 1997
Job President at Burton Communications Company
Industry Marketing and Advertising
Experience
Burton Communications Company 1997 - Present
Dreyfus Corporation 1985 - 1997
Dreyfus 1983 - 1995
Skills
Marketing Strategy, Web Consultancy, Advertising, Entrepreneurship, Start-ups, Coaching, Proposal Writing, Marketing Communications, Integrated Marketing, Direct Marketing, Interactive Marketing, New Business Development, Business Development, Public Speaking, Strategic Planning, Public Relations, Product Development, Strategic Communications, Social Media, Leadership, Online Marketing
Education
NY Institute of Finance 1984 — 1986
Series 6, Brokerage
New York University 1960 — 1964
BS in Business Administration, Economics
Burton Communications Company 1997 - Present
Dreyfus Corporation 1985 - 1997
Dreyfus 1983 - 1995
Skills
Marketing Strategy, Web Consultancy, Advertising, Entrepreneurship, Start-ups, Coaching, Proposal Writing, Marketing Communications, Integrated Marketing, Direct Marketing, Interactive Marketing, New Business Development, Business Development, Public Speaking, Strategic Planning, Public Relations, Product Development, Strategic Communications, Social Media, Leadership, Online Marketing
Education
NY Institute of Finance 1984 — 1986
Series 6, Brokerage
New York University 1960 — 1964
BS in Business Administration, Economics
Douglas O'Connor Douglas O'Connor's Dreyfus Corporation Experience 1992 - 1997
Job Garden City Merchant Services & Payroll Sales Director
Industry Financial Services
Experience
Garden City Chamber of Commerce January 2010 - Present
EVO Payments International October 2013 - November 2014
Heartland Payment Systems May 2010 - October 2013
Heartland Payment Systems January 2010 - May 2010
Mature Living Choices 2007 - 2009
L&D Direct 2002 - 2008
Andover Brokerage 1998 - 2002
Merrill Lynch 1997 - 1999
Dreyfus Corporation 1992 - 1997
Skills
Payments, Small Business, Selling, Payment Card Processing, Cold Calling, Merchant Services, Direct Sales, Selling Skills, Credit Cards, Credit, Account Management, New Business Development, B2B, Sales Management, Business Development, Payroll Solutions, Banking, Sales, Leadership, Sales Operations, Management, Training, Marketing, Finance, Entrepreneurship, Debit Cards, Coaching, Relationship Management, Sales Process, Customer Retention, Electronic Payments, Payment Gateways, Portfolio Management, E-payments, Gift Cards, Loans, ACH, Strategic Partnerships, Customer Service, Team Building, Mobile Payments, Payroll, Payment Systems, Strategic Planning, Marketing Strategy, Salesforce.com, Consulting
Education
Saint John's University 1987 — 1992
BS, Finance
Chaminade High School 1981 — 1984
Fairfield University
Fairfield University
Fairfield University
Garden City Chamber of Commerce January 2010 - Present
EVO Payments International October 2013 - November 2014
Heartland Payment Systems May 2010 - October 2013
Heartland Payment Systems January 2010 - May 2010
Mature Living Choices 2007 - 2009
L&D Direct 2002 - 2008
Andover Brokerage 1998 - 2002
Merrill Lynch 1997 - 1999
Dreyfus Corporation 1992 - 1997
Skills
Payments, Small Business, Selling, Payment Card Processing, Cold Calling, Merchant Services, Direct Sales, Selling Skills, Credit Cards, Credit, Account Management, New Business Development, B2B, Sales Management, Business Development, Payroll Solutions, Banking, Sales, Leadership, Sales Operations, Management, Training, Marketing, Finance, Entrepreneurship, Debit Cards, Coaching, Relationship Management, Sales Process, Customer Retention, Electronic Payments, Payment Gateways, Portfolio Management, E-payments, Gift Cards, Loans, ACH, Strategic Partnerships, Customer Service, Team Building, Mobile Payments, Payroll, Payment Systems, Strategic Planning, Marketing Strategy, Salesforce.com, Consulting
Education
Saint John's University 1987 — 1992
BS, Finance
Chaminade High School 1981 — 1984
Fairfield University
Fairfield University
Fairfield University
Beth Gaspich Beth Gaspich's Dreyfus Corporation Experience July 1989 - August 1990
Job CFO Actimize at NICE Systems
Industry Computer Software
Experience
NICE Systems September 2011 - Present
ARCHIVE SYSTEMS, INC May 2008 - August 2011
RISKMETRICS GROUP, INC July 1998 - May 2008
JP MORGAN August 1995 - July 1998
Price Waterhouse November 1992 - August 1995
DDK & Company November 1991 - November 1992
Oppenheimer Capital August 1990 - November 1991
DREYFUS CORPORATION July 1989 - August 1990
Skills
Mergers, Accounting, Auditing, Executive Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Due Diligence, Enterprise Software, Business Strategy, Cross-functional Team..., saas, Strategy, Start-ups, Finance, Analysis, Management, SaaS
Education
University of Missouri-Kansas City 1984 — 1989
Bachelor's degree, Accounting
NICE Systems September 2011 - Present
ARCHIVE SYSTEMS, INC May 2008 - August 2011
RISKMETRICS GROUP, INC July 1998 - May 2008
JP MORGAN August 1995 - July 1998
Price Waterhouse November 1992 - August 1995
DDK & Company November 1991 - November 1992
Oppenheimer Capital August 1990 - November 1991
DREYFUS CORPORATION July 1989 - August 1990
Skills
Mergers, Accounting, Auditing, Executive Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Due Diligence, Enterprise Software, Business Strategy, Cross-functional Team..., saas, Strategy, Start-ups, Finance, Analysis, Management, SaaS
Education
University of Missouri-Kansas City 1984 — 1989
Bachelor's degree, Accounting
Robert Frederick Robert Frederick's Dreyfus Corporation Experience 2004 - 2006
Job Compliance Professional
Industry Financial Services
Experience
Various Financial Service Firms 2010 - Present
Van Eck Global September 2009 - August 2010
Bank of America July 2006 - April 2009
Dreyfus Corporation 2004 - 2006
AXA Equitable 2000 - 2004
Deutsche Asset Management (Morgan Grenfell) 1994 - 2000
Skills
Risk Management, Compliance, Investments, Asset Management, ETFs, Mutual Funds, Securities, Due Diligence, Alternative Investments, Trading, Derivatives
Education
LIU Post 1982 — 1985
B.S.
Various Financial Service Firms 2010 - Present
Van Eck Global September 2009 - August 2010
Bank of America July 2006 - April 2009
Dreyfus Corporation 2004 - 2006
AXA Equitable 2000 - 2004
Deutsche Asset Management (Morgan Grenfell) 1994 - 2000
Skills
Risk Management, Compliance, Investments, Asset Management, ETFs, Mutual Funds, Securities, Due Diligence, Alternative Investments, Trading, Derivatives
Education
LIU Post 1982 — 1985
B.S.
David Guadalupe David Guadalupe's Dreyfus Corporation Experience March 1995 - December 1997
Job Systems Analyst at Assured Guaranty
Industry Information Technology and Services
Experience
Teach to Excel (Internship) March 2013 - September 2013
Ideal Brokerage (Part Time) March 2013 - August 2013
National Income Life Insurance Company September 2012 - February 2013
Assured Guaranty formerly Financial Security Assurance December 1997 - December 2010
Dreyfus Corporation March 1995 - December 1997
NYC Department of Finance January 1994 - March 1995
NYC Dept. of Housing Preservation and Development July 1988 - December 1993
Skills
SQL, PowerBuilder, Sybase SQL, Sybase, Fixed Income, Visio, Capital Markets, Data Modeling, Business Analysis, Business Intelligence, Analysis, Data Warehousing, Microsoft Excel, Programming, Business Development, Visual Basic, Access, Microsoft SQL Server, Project Management, Databases, Integration, Data Governance, Vendor Management, Derivatives, PeopleSoft, CRM, SharePoint, VBA, SDLC, Risk Management, Investment Banking, Financial Modeling, Bonds, Information Technology, Requirements Gathering, Requirements Analysis
Education
Per Scholas Institute of Technology 2014 — 2014
Certificate, Software Testing
Pace University 1983 — 1988
Bachelor of Science, Computer Science
Herbert H Lehman High School 1979 — 1983
High School Diploma, Information Technology
Teach to Excel (Internship) March 2013 - September 2013
Ideal Brokerage (Part Time) March 2013 - August 2013
National Income Life Insurance Company September 2012 - February 2013
Assured Guaranty formerly Financial Security Assurance December 1997 - December 2010
Dreyfus Corporation March 1995 - December 1997
NYC Department of Finance January 1994 - March 1995
NYC Dept. of Housing Preservation and Development July 1988 - December 1993
Skills
SQL, PowerBuilder, Sybase SQL, Sybase, Fixed Income, Visio, Capital Markets, Data Modeling, Business Analysis, Business Intelligence, Analysis, Data Warehousing, Microsoft Excel, Programming, Business Development, Visual Basic, Access, Microsoft SQL Server, Project Management, Databases, Integration, Data Governance, Vendor Management, Derivatives, PeopleSoft, CRM, SharePoint, VBA, SDLC, Risk Management, Investment Banking, Financial Modeling, Bonds, Information Technology, Requirements Gathering, Requirements Analysis
Education
Per Scholas Institute of Technology 2014 — 2014
Certificate, Software Testing
Pace University 1983 — 1988
Bachelor of Science, Computer Science
Herbert H Lehman High School 1979 — 1983
High School Diploma, Information Technology
Kevin Dowd Kevin Dowd's Dreyfus Corporation Experience 2003 - 2005
Job East Coast Sales Director at Gubagoo
Industry Automotive
Experience
Gubagoo April 2013 - Present
Morgan Stanley 2005 - 2012
Dreyfus Corporation 2003 - 2005
Merrill Lynch August 2001 - September 2003
Boca Raton Resort & Club, A Waldorf Astoria Resort January 1999 - July 2001
Skills
Sales, Forecasting, Finance, Business Development, Business Planning, CRM, Competitive Analysis, Start-ups, Pricing, Strategy, Sales Process, Account Management, Sales Management, B2B, Customer Retention, Sales Operations, Marketing Strategy, New Business Development
Education
Florida Atlantic University 1995 — 1999
Gubagoo April 2013 - Present
Morgan Stanley 2005 - 2012
Dreyfus Corporation 2003 - 2005
Merrill Lynch August 2001 - September 2003
Boca Raton Resort & Club, A Waldorf Astoria Resort January 1999 - July 2001
Skills
Sales, Forecasting, Finance, Business Development, Business Planning, CRM, Competitive Analysis, Start-ups, Pricing, Strategy, Sales Process, Account Management, Sales Management, B2B, Customer Retention, Sales Operations, Marketing Strategy, New Business Development
Education
Florida Atlantic University 1995 — 1999
Michael Boccafola Michael Boccafola's Dreyfus Corporation Experience December 1995 - June 1997
Job Software Development Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 1997 - Present
Dreyfus Corporation December 1995 - June 1997
J.P. Morgan June 1990 - November 1995
Skills
SQL, Java, Software Development, Software Project..., Agile Methodologies, Requirements Analysis, Enterprise Architecture
Education
Columbia University in the City of New York 1986 — 1990
Bachelor's Degree, Industrial Engineering
Boston University
Master of Science, Computer Information Systems - Concentration in Security
Thomson Reuters June 1997 - Present
Dreyfus Corporation December 1995 - June 1997
J.P. Morgan June 1990 - November 1995
Skills
SQL, Java, Software Development, Software Project..., Agile Methodologies, Requirements Analysis, Enterprise Architecture
Education
Columbia University in the City of New York 1986 — 1990
Bachelor's Degree, Industrial Engineering
Boston University
Master of Science, Computer Information Systems - Concentration in Security
Phil Bernstein Phil Bernstein's Dreyfus Corporation Experience 1993 - 1994
Job Marketing & Branding Professional @ ADP, Inc.
Industry Marketing and Advertising
Experience
ADP May 2010 - Present
Self Employed: Marketing, Branding & Advertising July 2009 - May 2010
Carpenter Group October 2003 - June 2009
Morgan Stanley 1994 - 2003
Dreyfus Corporation 1993 - 1994
New York Life Insurance 1988 - 1993
Skills
Advertising, Interactive Advertising, Corporate Branding, Branding & Identity, Branding Initiatives, Editorial, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Digital Marketing, Direct Marketing, Marketing Management, Corporate Communications, Strategic Communications, Creative Writing, Copywriting, Copy Editing, Promotional Copy, Marketing Copy, Account Management, Project Management, Program Management, Marketing, Integrated Marketing, Brand Development, Content Development, Online Advertising, Social Media Marketing, Online Marketing, B2B Marketing, Internal Communications, Creative Direction, Brand Management, Creative Strategy, Thought Leadership, Web Content, Content Strategy, Financial Services, Newsletters, Lead Generation, Content Management, Strategic Partnerships, Digital Strategy, Web Analytics, B2B
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Business Administration
ADP May 2010 - Present
Self Employed: Marketing, Branding & Advertising July 2009 - May 2010
Carpenter Group October 2003 - June 2009
Morgan Stanley 1994 - 2003
Dreyfus Corporation 1993 - 1994
New York Life Insurance 1988 - 1993
Skills
Advertising, Interactive Advertising, Corporate Branding, Branding & Identity, Branding Initiatives, Editorial, Marketing Strategy, Marketing Communications, Product Marketing, Email Marketing, Digital Marketing, Direct Marketing, Marketing Management, Corporate Communications, Strategic Communications, Creative Writing, Copywriting, Copy Editing, Promotional Copy, Marketing Copy, Account Management, Project Management, Program Management, Marketing, Integrated Marketing, Brand Development, Content Development, Online Advertising, Social Media Marketing, Online Marketing, B2B Marketing, Internal Communications, Creative Direction, Brand Management, Creative Strategy, Thought Leadership, Web Content, Content Strategy, Financial Services, Newsletters, Lead Generation, Content Management, Strategic Partnerships, Digital Strategy, Web Analytics, B2B
Education
State University of New York at Albany 1984 — 1988
Bachelor of Science (BS), Business Administration
Oliver Byrd Oliver Byrd's Dreyfus Corporation Experience 2001 - 2007
Job BNY Mellon Senior Vice President Retired
Industry Financial Services
Experience
Retired December 2013 - Present
August Wilson Center for African American Culture April 2013 - November 2013
BNY Mellon July 1987 - December 2011
August Wilson Center 2002 - June 2010
Multicultural Arts Initiative 1988 - 2008
Dreyfus Corporation 2001 - 2007
United Way of Allegheny County 2003 - 2005
Skills
Philanthropy, Marketing Strategy, Fundraising, Social Media, Strategic Planning, Public Speaking, Research, Customer Service, Community Outreach, Event Planning, Financial Services, Fixed Income, Non-profits, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Leadership Development, Nonprofits, Project Planning, Program Management, Entrepreneurship, Leadership, Management, Administration, Staff Development, Marketing Communications, Time Management, Marketing, Media Relations, Data Analysis, Business Development, Social Media Marketing, Training, Budgets, Project Management, Organizational..., Community Development, Event Management, Change Management, Strategy, Analysis, Public Relations, Coaching, Team Building, Volunteer Management, Outlook, Program Development, Government, Small Business
Education
Harvard University
Bachelor's Degree
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Retired December 2013 - Present
August Wilson Center for African American Culture April 2013 - November 2013
BNY Mellon July 1987 - December 2011
August Wilson Center 2002 - June 2010
Multicultural Arts Initiative 1988 - 2008
Dreyfus Corporation 2001 - 2007
United Way of Allegheny County 2003 - 2005
Skills
Philanthropy, Marketing Strategy, Fundraising, Social Media, Strategic Planning, Public Speaking, Research, Customer Service, Community Outreach, Event Planning, Financial Services, Fixed Income, Non-profits, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Leadership Development, Nonprofits, Project Planning, Program Management, Entrepreneurship, Leadership, Management, Administration, Staff Development, Marketing Communications, Time Management, Marketing, Media Relations, Data Analysis, Business Development, Social Media Marketing, Training, Budgets, Project Management, Organizational..., Community Development, Event Management, Change Management, Strategy, Analysis, Public Relations, Coaching, Team Building, Volunteer Management, Outlook, Program Development, Government, Small Business
Education
Harvard University
Bachelor's Degree
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Joseph Irace Joseph Irace's Dreyfus Corporation Experience November 1996 - Present
Job Vice President Senior Portfolio Manager at Dreyfus Corporation
Industry Financial Services
Experience
Borough of Oceanport January 2008 - Present
Dreyfus Corporation November 1996 - Present
Lehman Brothers April 1993 - November 1996
Chemical Bank 1990 - 1993
Bankers Trust 1987 - 1990
Skills
Securities, Investments, Mutual Funds, Portfolio Management, Fixed Income, Local Government, Wealth Management, Asset Managment, Investment Strategies, Bonds, Bloomberg, Financial Services, Asset Allocation, Cash Management, Investment Management, Capital Markets, Trading, Finance, Financial Markets, Municipalities, Money Market, Community Outreach, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1987
BBA, Marketing
Borough of Oceanport January 2008 - Present
Dreyfus Corporation November 1996 - Present
Lehman Brothers April 1993 - November 1996
Chemical Bank 1990 - 1993
Bankers Trust 1987 - 1990
Skills
Securities, Investments, Mutual Funds, Portfolio Management, Fixed Income, Local Government, Wealth Management, Asset Managment, Investment Strategies, Bonds, Bloomberg, Financial Services, Asset Allocation, Cash Management, Investment Management, Capital Markets, Trading, Finance, Financial Markets, Municipalities, Money Market, Community Outreach, Asset Management
Education
Pace University - Lubin School of Business 1984 — 1987
BBA, Marketing
Howard Wiener, MSIA, PMP Howard Wiener, MSIA, PMP's Dreyfus Corporation Experience December 1992 - April 1996
Job President at Codiscent Americas | Generative Software Engineering | ModelDriven Architecture and Development Services
Industry Information Technology and Services
Experience
Codiscent Americas July 2013 - Present
Evolution Path Associates, Inc. March 2009 - Present
Fortent, Inc., Publisher of AML and KYC solutions February 2008 - February 2009
BDNA Corporation September 2005 - December 2007
Multiple Clients April 2003 - September 2005
bcom3, Publicis Groupe SA April 2001 - May 2003
Multiple Clients June 1999 - February 2001
Platinum Technology, Inc. April 1996 - March 1999
Dreyfus Corporation December 1992 - April 1996
Chadbourne & Parke March 1991 - June 1992
Skills
Enterprise Software, Business Intelligence, SaaS, Strategy, Business Analysis, Integration, Business Process..., Project Management, Program Management, Management, CRM, E-commerce, Business Process, Information Technology, Leadership, Consulting, Professional Services, Start-ups, PMP, IT Strategy, Databases, Software Development, Business Development, SDLC, Competitive Analysis, Cross-functional Team..., Business Architecture, Pre-sales, Cloud Computing, Management Consulting, Organizational..., Analysis, Executive Management, IT Management, Enterprise Architecture, Product Management, Analytics, Security, Software Project..., Requirements Analysis, Solution Architecture, Vendor Management, Mergers & Acquisitions, Requirements Gathering, Data Warehousing, Outsourcing, Business Analysis /..., Application Development, Strategic Planning
Education
Carnegie-Mellon University 1979 — 1981
MSIA, Business Management
Ohio Wesleyan University 1974 — 1979
BA, Economics
Codiscent Americas July 2013 - Present
Evolution Path Associates, Inc. March 2009 - Present
Fortent, Inc., Publisher of AML and KYC solutions February 2008 - February 2009
BDNA Corporation September 2005 - December 2007
Multiple Clients April 2003 - September 2005
bcom3, Publicis Groupe SA April 2001 - May 2003
Multiple Clients June 1999 - February 2001
Platinum Technology, Inc. April 1996 - March 1999
Dreyfus Corporation December 1992 - April 1996
Chadbourne & Parke March 1991 - June 1992
Skills
Enterprise Software, Business Intelligence, SaaS, Strategy, Business Analysis, Integration, Business Process..., Project Management, Program Management, Management, CRM, E-commerce, Business Process, Information Technology, Leadership, Consulting, Professional Services, Start-ups, PMP, IT Strategy, Databases, Software Development, Business Development, SDLC, Competitive Analysis, Cross-functional Team..., Business Architecture, Pre-sales, Cloud Computing, Management Consulting, Organizational..., Analysis, Executive Management, IT Management, Enterprise Architecture, Product Management, Analytics, Security, Software Project..., Requirements Analysis, Solution Architecture, Vendor Management, Mergers & Acquisitions, Requirements Gathering, Data Warehousing, Outsourcing, Business Analysis /..., Application Development, Strategic Planning
Education
Carnegie-Mellon University 1979 — 1981
MSIA, Business Management
Ohio Wesleyan University 1974 — 1979
BA, Economics
Donna Quilty Donna Quilty's Dreyfus Corporation Experience 2009 - 2010
Job Legal Documentation Specialist | MS Negotiation | Open to new opportunities
Industry Financial Services
Experience
Santander Bank, N. A. May 2013 - Present
Michael Anthony Contracting Corp. March 2013 - April 2013
New York Peace Institute December 2011 - December 2012
Dreyfus Corporation 2009 - 2010
Bayerische Landesbank (BayernLB) 2004 - 2009
Bear Stearns and Co., Inc. 2004 - 2004
Goldman, Sachs & Co. 2003 - 2004
Deutsche Bank AG 1993 - 2002
Barclays Bank PLC 1986 - 1993
JP Morgan Chase (f.k.a. Manufacturers Hanover Trust) November 1982 - May 1986
Skills
ISDA Derivative..., Credit Documentation, Confidentiality..., International &..., SEC Documentation, Notary Public, Derivatives, Confidentiality, Banking, International, Document Review, ISDA, Mentoring, Credit Reports, Corporate Governance, SEC, Completed Basic..., Portfolio Management, Risk Management, Software Documentation, Loans, Financial Risk, Capital Markets, Credit
Education
Columbia University in the City of New York 2009 — 2011
MS, Negotiation and Conflict Resolution
New York University 2003 — 2005
Certificate, Financial Risk Management
New York University 1988 — 1989
Paralegal Diploma, Paralegal
Hofstra University 1980 — 1982
BBA, Finance
SUNY Farmingdale 1978 — 1980
AS, Business Administration
Santander Bank, N. A. May 2013 - Present
Michael Anthony Contracting Corp. March 2013 - April 2013
New York Peace Institute December 2011 - December 2012
Dreyfus Corporation 2009 - 2010
Bayerische Landesbank (BayernLB) 2004 - 2009
Bear Stearns and Co., Inc. 2004 - 2004
Goldman, Sachs & Co. 2003 - 2004
Deutsche Bank AG 1993 - 2002
Barclays Bank PLC 1986 - 1993
JP Morgan Chase (f.k.a. Manufacturers Hanover Trust) November 1982 - May 1986
Skills
ISDA Derivative..., Credit Documentation, Confidentiality..., International &..., SEC Documentation, Notary Public, Derivatives, Confidentiality, Banking, International, Document Review, ISDA, Mentoring, Credit Reports, Corporate Governance, SEC, Completed Basic..., Portfolio Management, Risk Management, Software Documentation, Loans, Financial Risk, Capital Markets, Credit
Education
Columbia University in the City of New York 2009 — 2011
MS, Negotiation and Conflict Resolution
New York University 2003 — 2005
Certificate, Financial Risk Management
New York University 1988 — 1989
Paralegal Diploma, Paralegal
Hofstra University 1980 — 1982
BBA, Finance
SUNY Farmingdale 1978 — 1980
AS, Business Administration
Malu Schloss Malu Schloss's Dreyfus Corporation Experience 1987 - 1994
Job Relationship Manager at TrainingPros; Learning & Technical Communications Consultant
Industry Information Technology and Services
Experience
TrainingPros October 2012 - Present
Learning Solutions Online, Inc. 1995 - Present
Society for Technical Communication, NY Metro Chapter June 2010 - Present
Bank of America, Global Wealth & Investment Mgt, Global Learning Organization April 2010 - June 2011
Fordham University 2008 - 2009
Marsh 1999 - 2002
Thomson Reuters / Lippers 1995 - 1999
Dreyfus Corporation 1987 - 1994
Skills
Instructional Design, E-Learning, Software Documentation, Instructor-led Training, Captivate, Technical Communication, Information Architecture, Blended Learning, SnagIt, Technical Writing, SharePoint, FrameMaker, Learning Management, Leadership, Adobe Acrobat, RoboHelp, Technical Training, HTML, Organizational..., Visio, Camtasia, Content Strategy, Change Management, Technical Documentation, Articulate Suite, Lectora, Marketing, Social Media, Compliance Training, ADDIE, Online Help, Hands-on Training, Training Delivery, Content Management, Management Development, Photoshop, XML, Storyboarding, SCORM, Non-profit Volunteer, Adobe Fireworks, Documentation, Rapid Instructional..., Volunteer Leadership, Onboarding / New Hire..., Fireworks, Prototyping, Targeted Selection, Strategy, Program Management
Education
New York Institute of Technology
MS Instructional Technology, Instructional Technology courses
Ateneo de Manila University
Master of Arts (M.A.), Social Industrial Psychology
University of the Philippines
Bachelor of Science (B.S.), Psychology
TrainingPros October 2012 - Present
Learning Solutions Online, Inc. 1995 - Present
Society for Technical Communication, NY Metro Chapter June 2010 - Present
Bank of America, Global Wealth & Investment Mgt, Global Learning Organization April 2010 - June 2011
Fordham University 2008 - 2009
Marsh 1999 - 2002
Thomson Reuters / Lippers 1995 - 1999
Dreyfus Corporation 1987 - 1994
Skills
Instructional Design, E-Learning, Software Documentation, Instructor-led Training, Captivate, Technical Communication, Information Architecture, Blended Learning, SnagIt, Technical Writing, SharePoint, FrameMaker, Learning Management, Leadership, Adobe Acrobat, RoboHelp, Technical Training, HTML, Organizational..., Visio, Camtasia, Content Strategy, Change Management, Technical Documentation, Articulate Suite, Lectora, Marketing, Social Media, Compliance Training, ADDIE, Online Help, Hands-on Training, Training Delivery, Content Management, Management Development, Photoshop, XML, Storyboarding, SCORM, Non-profit Volunteer, Adobe Fireworks, Documentation, Rapid Instructional..., Volunteer Leadership, Onboarding / New Hire..., Fireworks, Prototyping, Targeted Selection, Strategy, Program Management
Education
New York Institute of Technology
MS Instructional Technology, Instructional Technology courses
Ateneo de Manila University
Master of Arts (M.A.), Social Industrial Psychology
University of the Philippines
Bachelor of Science (B.S.), Psychology
Teri Mele Teri Mele's Dreyfus Corporation Experience July 2002 - May 2005
Job CPCA
Industry Hospital & Health Care
Experience
Barnabas Health 2012 - Present
State Street Corporation May 2005 - September 2011
Dreyfus Corporation July 2002 - May 2005
Salomon Smith Barney January 2002 - May 2002
Sovereign Bank January 2001 - January 2002
Skills
CPC-A
Education
Towson University 1998 — 2002
Bachelor of Science in Business Administration, Finance, GPA 3.52
Barnabas Health 2012 - Present
State Street Corporation May 2005 - September 2011
Dreyfus Corporation July 2002 - May 2005
Salomon Smith Barney January 2002 - May 2002
Sovereign Bank January 2001 - January 2002
Skills
CPC-A
Education
Towson University 1998 — 2002
Bachelor of Science in Business Administration, Finance, GPA 3.52
Jonathan Baum's Dreyfus Corporation Experience March 2006 - January 2013
Job Senior Financial Service Executive
Industry Financial Services
Experience
JB Squared Investment Consulting June 2014 - Present
Chelsea Lynne Charters, LLC October 2013 - Present
Holderness School 2012 - Present
Dreyfus Corporation March 2006 - January 2013
ICI 2009 - 2012
Scudder Distributors July 2002 - January 2005
UBS January 1998 - July 2002
PaineWebber January 1984 - January 1998
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Hedge Funds, Finance, Securities, Investments, Series 7, Equities, New Business Development, Wealth Management, ETFs, Asset Allocation, Investment Management, Sales Management, Investment Strategies, Series 63, Financial Services, Fixed Income, Investment Advisory, Portfolio Management, Capital Markets
Education
Bucknell University 1979 — 1983
BA, English
Smithtown High School East 1975 — 1979
High School Diploma
JB Squared Investment Consulting June 2014 - Present
Chelsea Lynne Charters, LLC October 2013 - Present
Holderness School 2012 - Present
Dreyfus Corporation March 2006 - January 2013
ICI 2009 - 2012
Scudder Distributors July 2002 - January 2005
UBS January 1998 - July 2002
PaineWebber January 1984 - January 1998
Skills
Asset Management, Mutual Funds, Alternative Investments, Asset Managment, Hedge Funds, Finance, Securities, Investments, Series 7, Equities, New Business Development, Wealth Management, ETFs, Asset Allocation, Investment Management, Sales Management, Investment Strategies, Series 63, Financial Services, Fixed Income, Investment Advisory, Portfolio Management, Capital Markets
Education
Bucknell University 1979 — 1983
BA, English
Smithtown High School East 1975 — 1979
High School Diploma
Idene Ferris's Dreyfus Corporation Experience November 1999 - March 2001
Job
Industry Financial Services
Experience
NYU Langone Medical Center May 2014 - Present
Bessemer Trust May 2003 - April 2014
Prudential Securities April 2001 - April 2003
Dreyfus Corporation November 1999 - March 2001
Dain Rauscher 1996 - 1999
Skills
Investor Relations, Investments, Asset Allocation, Portfolio Management, Management, Wealth Management, Alternative Investments, Cross-functional Team..., Marketing, Asset Management, Wealth Management..., Business Development, Training, Strategic Planning, Investment Management, Internal Communications, Hedge Funds, Financial Advisory, Advertising, Strategy
Education
Columbia University in the City of New York 2004 — 2006
MS
The University of North Dakota 1991 — 1995
BSPA
NYU Langone Medical Center May 2014 - Present
Bessemer Trust May 2003 - April 2014
Prudential Securities April 2001 - April 2003
Dreyfus Corporation November 1999 - March 2001
Dain Rauscher 1996 - 1999
Skills
Investor Relations, Investments, Asset Allocation, Portfolio Management, Management, Wealth Management, Alternative Investments, Cross-functional Team..., Marketing, Asset Management, Wealth Management..., Business Development, Training, Strategic Planning, Investment Management, Internal Communications, Hedge Funds, Financial Advisory, Advertising, Strategy
Education
Columbia University in the City of New York 2004 — 2006
MS
The University of North Dakota 1991 — 1995
BSPA
John R Hughes's Dreyfus Corporation Experience April 1995 - May 2011
Job Microstrategy Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2011 - Present
Dreyfus Corporation April 1995 - May 2011
Hyperion Software July 1992 - April 1995
RIVER BANK AMERICA November 1989 - March 1992
UPS September 1984 - November 1989
Analysis and Programming Corporation 1983 - 1984
Skills
Access, HTML, PowerPoint, Microsoft Excel, Business Analysis, SharePoint, Requirements Analysis, Process Improvement, Software Documentation, SQL, Accounting, Technical Support, Security, Analysis, Troubleshooting, Financial Modeling, Financial Analysis, Management, SDLC
Education
Pace University - Lubin School of Business 2001 — 2003
Internet Technology
Fairfield University 1978 — 1982
BS, Economics
St Mary High School 1974 — 1978
BNY Mellon June 2011 - Present
Dreyfus Corporation April 1995 - May 2011
Hyperion Software July 1992 - April 1995
RIVER BANK AMERICA November 1989 - March 1992
UPS September 1984 - November 1989
Analysis and Programming Corporation 1983 - 1984
Skills
Access, HTML, PowerPoint, Microsoft Excel, Business Analysis, SharePoint, Requirements Analysis, Process Improvement, Software Documentation, SQL, Accounting, Technical Support, Security, Analysis, Troubleshooting, Financial Modeling, Financial Analysis, Management, SDLC
Education
Pace University - Lubin School of Business 2001 — 2003
Internet Technology
Fairfield University 1978 — 1982
BS, Economics
St Mary High School 1974 — 1978
Mark A Rawson's Dreyfus Corporation Experience September 1996 - May 1997
Job IT Architecture and Integration Analyst at GM Financial
Industry Information Services
Experience
GM Financial July 2015 - Present
Genesis 10 June 2014 - May 2015
MARWEBS.COM May 2012 - June 2014
Deloitte LP January 2009 - May 2012
Deloitte May 2008 - January 2009
Barrasso Consulting May 2004 - May 2008
Sidley Austin Brown & Wood LLP May 2002 - May 2004
ORRICK, HERRINGTON & SUTCLIFFE, LLP June 1998 - May 2002
ASPEN LAW & BUSINESS PANEL PUBLISHERS May 1997 - June 1998
DREYFUS CORPORATION September 1996 - May 1997
Skills
Disaster Recovery, Project Management, Microsoft Exchange, Data Center, SAN, Troubleshooting, Management, Vendor Management, Microsoft Office, Routers, Networking, Litigation Support, Blackberry Enterprise..., Business Analysis, Telecommunications, IT Strategy, SharePoint, Technical Support, Citrix, IT Management, System Administration, Active Directory, Software Documentation, Information Technology, Windows 7, Windows
Education
Pace University 1993 — 1995
M.S. TELECOMMUNICATIONS
Western New England University 1989 — 1992
B.S. COMPUTER INFORMATION SYSTEMS
Springfield Technical Community College 1987 — 1989
Associate
GM Financial July 2015 - Present
Genesis 10 June 2014 - May 2015
MARWEBS.COM May 2012 - June 2014
Deloitte LP January 2009 - May 2012
Deloitte May 2008 - January 2009
Barrasso Consulting May 2004 - May 2008
Sidley Austin Brown & Wood LLP May 2002 - May 2004
ORRICK, HERRINGTON & SUTCLIFFE, LLP June 1998 - May 2002
ASPEN LAW & BUSINESS PANEL PUBLISHERS May 1997 - June 1998
DREYFUS CORPORATION September 1996 - May 1997
Skills
Disaster Recovery, Project Management, Microsoft Exchange, Data Center, SAN, Troubleshooting, Management, Vendor Management, Microsoft Office, Routers, Networking, Litigation Support, Blackberry Enterprise..., Business Analysis, Telecommunications, IT Strategy, SharePoint, Technical Support, Citrix, IT Management, System Administration, Active Directory, Software Documentation, Information Technology, Windows 7, Windows
Education
Pace University 1993 — 1995
M.S. TELECOMMUNICATIONS
Western New England University 1989 — 1992
B.S. COMPUTER INFORMATION SYSTEMS
Springfield Technical Community College 1987 — 1989
Associate
Federlin T's Dreyfus Corporation Experience
Job HR Admin II at Dreyfus Corporation
Industry Financial Services
Experience
Dreyfus Corporation
Skills
Financial Services, Mutual Funds
Education
Nassau Community College
Dreyfus Corporation
Skills
Financial Services, Mutual Funds
Education
Nassau Community College
Mary Pinto- Meyer, PHR's Dreyfus Corporation Experience May 1997 - March 1998
Job Regional Human Resources Director at Access Intelligence
Industry Human Resources
Experience
Access Intelligence January 2014 - Present
Access Intelligence August 2005 - Present
Deutsche Bank October 2003 - August 2005
Thomson Financial March 1998 - October 2003
Thomson Financial September 2000 - December 2001
DREYFUS CORPORATION May 1997 - March 1998
Skills
Employee Relations, Recruiting, Employee Engagement, Human Resources, Talent Management, Talent Acquisition, Performance Management, Onboarding, Employee Benefits, HRIS, Organizational..., HR Policies, Succession Planning, College Recruiting, Technical Recruiting, Change Management, Personnel Management, PeopleSoft, Graduate Recruitment
Education
American Public University System 2010 — 2012
Masters of Arts in Management, Concentration in Human Resources
New York University 2000 — 2000
Diploma program, Human Resources Management
City University of New York-Brooklyn College 1992 — 1996
BS Psychology
Access Intelligence January 2014 - Present
Access Intelligence August 2005 - Present
Deutsche Bank October 2003 - August 2005
Thomson Financial March 1998 - October 2003
Thomson Financial September 2000 - December 2001
DREYFUS CORPORATION May 1997 - March 1998
Skills
Employee Relations, Recruiting, Employee Engagement, Human Resources, Talent Management, Talent Acquisition, Performance Management, Onboarding, Employee Benefits, HRIS, Organizational..., HR Policies, Succession Planning, College Recruiting, Technical Recruiting, Change Management, Personnel Management, PeopleSoft, Graduate Recruitment
Education
American Public University System 2010 — 2012
Masters of Arts in Management, Concentration in Human Resources
New York University 2000 — 2000
Diploma program, Human Resources Management
City University of New York-Brooklyn College 1992 — 1996
BS Psychology
Michael Boccardi's Dreyfus Corporation Experience 1986 - 1996
Job President Financial and Managed Services at CyrusOne
Industry Information Technology and Services
Experience
CyrusOne July 2015 - Present
Cervalis January 2000 - June 2015
Dreyfus Corporation 1986 - 1996
Skills
Data Center, Disaster Recovery, Cloud Computing, SaaS, Business Continuity, Virtualization, Storage, Managed Services, Security, IT Management, Professional Services, Servers, Program Management, Change Management, Integration, Vendor Management, Enterprise Software, IT Operations, IT Strategy
Education
Pace University
CyrusOne July 2015 - Present
Cervalis January 2000 - June 2015
Dreyfus Corporation 1986 - 1996
Skills
Data Center, Disaster Recovery, Cloud Computing, SaaS, Business Continuity, Virtualization, Storage, Managed Services, Security, IT Management, Professional Services, Servers, Program Management, Change Management, Integration, Vendor Management, Enterprise Software, IT Operations, IT Strategy
Education
Pace University
Clifford Kitey's Dreyfus Corporation Experience 1996 - 1997
Job General Manager at FED USA INSURANCE
Industry Financial Services
Experience
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
Janet Piez's Dreyfus Corporation Experience June 2002 - May 2004
Job SQL Server/.NET Software Developer
Industry Financial Services
Experience
Perella Weinberg Partners 2008 - Present
Axon Financial Services March 2006 - Present
Dreyfus Corporation June 2002 - May 2004
Long Drive Managment 1997 - 2002
Nomura Securities 1993 - 2002
Education
Columbia University - Columbia Business School
MBA, Finance
Perella Weinberg Partners 2008 - Present
Axon Financial Services March 2006 - Present
Dreyfus Corporation June 2002 - May 2004
Long Drive Managment 1997 - 2002
Nomura Securities 1993 - 2002
Education
Columbia University - Columbia Business School
MBA, Finance
Irina Adler's Dreyfus Corporation Experience March 2007 - April 2012
Job Financial Analyst Tech Media at Ziff Davis Inc.
Industry Internet
Experience
Ziff Davis, Inc. October 2013 - Present
MBSC Securities Corporation (a BNYMellon Company) December 2011 - Present
Dreyfus Corporation March 2007 - April 2012
Dreyfus Corporation June 2006 - March 2007
Skills
Financial Analysis, Financial Modeling, Decision Support, Budget Forecasts, Plannning, Expense Allocation, P&L Analysis, Financial Accounting, Investments, Forecasting, Mutual Funds, Microsoft Excel, Account Reconciliation, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, PeopleSoft Financial, Finance, Budgets, Strategic Financial..., Financial Planning
Education
City University of New York-Baruch College 2012 — 2016
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7/4.0
Ziff Davis, Inc. October 2013 - Present
MBSC Securities Corporation (a BNYMellon Company) December 2011 - Present
Dreyfus Corporation March 2007 - April 2012
Dreyfus Corporation June 2006 - March 2007
Skills
Financial Analysis, Financial Modeling, Decision Support, Budget Forecasts, Plannning, Expense Allocation, P&L Analysis, Financial Accounting, Investments, Forecasting, Mutual Funds, Microsoft Excel, Account Reconciliation, Data Analysis, PowerPoint, Microsoft Office, Microsoft Word, PeopleSoft Financial, Finance, Budgets, Strategic Financial..., Financial Planning
Education
City University of New York-Baruch College 2012 — 2016
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General, 3.7/4.0
Karyn Lefevre Jeannopoulos's Dreyfus Corporation Experience 1992 - 1994
Job Senior Associate Director Funded Faculty Research at New York University
Industry Financial Services
Experience
New York University - Stern School of Business February 2008 - Present
American Express November 2002 - December 2005
American Express August 1999 - November 2002
The Bank of New York January 1997 - August 1999
Dreyfus Service Corporation 1992 - 1994
Dreyfus Corporation 1992 - 1994
Skills
Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance and International Business
Saint John's University 1988 — 1992
BS, Computer Science
Sacred Heart Academy
St Boniface School
New York University - Stern School of Business February 2008 - Present
American Express November 2002 - December 2005
American Express August 1999 - November 2002
The Bank of New York January 1997 - August 1999
Dreyfus Service Corporation 1992 - 1994
Dreyfus Corporation 1992 - 1994
Skills
Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance and International Business
Saint John's University 1988 — 1992
BS, Computer Science
Sacred Heart Academy
St Boniface School
Ann McAdams's Dreyfus Corporation Experience July 1999 - July 2001
Job VICE PRESIDENT at PIMCO
Industry Investment Management
Experience
PIMCO 2011 - Present
Allianz Global Investors July 2001 - 2011
Dreyfus Corporation July 1999 - July 2001
Education
University of North Carolina at Chapel Hill 1984 — 1988
Ravenscroft 1982 — 1984
FRESHMAN AND SOPHOMORE HIGH SCHOOL
St. Mary's High School 1982 — 1984
JUNIOR AND SENIOR YEAR OF HIGH SCHOOL
PIMCO 2011 - Present
Allianz Global Investors July 2001 - 2011
Dreyfus Corporation July 1999 - July 2001
Education
University of North Carolina at Chapel Hill 1984 — 1988
Ravenscroft 1982 — 1984
FRESHMAN AND SOPHOMORE HIGH SCHOOL
St. Mary's High School 1982 — 1984
JUNIOR AND SENIOR YEAR OF HIGH SCHOOL
Collin Testamark's Dreyfus Corporation Experience September 1997 - May 2000
Job Director Perception Americas at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX June 2013 - Present
Thomson Reuters September 2012 - May 2013
Thomson Reuters May 2007 - March 2013
Thomson Reuters April 2005 - May 2007
Thomson Reuters May 2000 - April 2005
Dreyfus Corporation September 1997 - May 2000
Chase June 1996 - September 1997
Skills
Capital Markets, Investor Relations, Financial Markets, Corporate Communications, Competitive Intelligence, Equity Research, Analysis, Investment Banking, IPO, Financial Services, Mergers, Financial Modeling, Hedge Funds
Education
Long Island University, C.W. Post Campus 1995 — 1997
Masters of Science, Accounting
NASDAQ OMX June 2013 - Present
Thomson Reuters September 2012 - May 2013
Thomson Reuters May 2007 - March 2013
Thomson Reuters April 2005 - May 2007
Thomson Reuters May 2000 - April 2005
Dreyfus Corporation September 1997 - May 2000
Chase June 1996 - September 1997
Skills
Capital Markets, Investor Relations, Financial Markets, Corporate Communications, Competitive Intelligence, Equity Research, Analysis, Investment Banking, IPO, Financial Services, Mergers, Financial Modeling, Hedge Funds
Education
Long Island University, C.W. Post Campus 1995 — 1997
Masters of Science, Accounting
Stephan Brian's Dreyfus Corporation Experience March 2005 - July 2007
Job VP The Dreyfus Corporation
Industry Financial Services
Experience
BNY Mellon August 2007 - Present
Dreyfus Corporation March 2005 - July 2007
Education
LIU Post 1993 — 1997
BNY Mellon August 2007 - Present
Dreyfus Corporation March 2005 - July 2007
Education
LIU Post 1993 — 1997
Debbie Baustert's Dreyfus Corporation Experience SVP SalesBNY Mellon2000 - Present
Job Offshore Product Manager at Dreyfus Corporation
Industry Investment Management
Experience
Dreyfus Corporation SVP SalesBNY Mellon2000 - Present
BNY Mellon Cash Investment Strategies 1986 - Present
Education
Carlow University
Dreyfus Corporation SVP SalesBNY Mellon2000 - Present
BNY Mellon Cash Investment Strategies 1986 - Present
Education
Carlow University
Bradford Orben's Dreyfus Corporation Experience 1997 - 2001
Job Executive Director Family Office at Building and Land Technology
Industry Financial Services
Experience
Building and Land Technology February 2007 - Present
Bank of New York Mellon (Dreyfus) 1997 - 2008
Bank of New York Mellon February 1997 - February 2007
Dreyfus Investments 1997 - 2001
Dreyfus Corporation 1997 - 2001
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Portfolio Management, Equities, Investment Management, Fixed Income, Wealth Management, Family Office, Due Diligence, Venture Capital, Mergers & Acquisitions, Disposition, Real Estate Economics, Brokerage, Financial Modeling, Fund Of Funds, Series 24, Investment Banking, Series 7, Investment Strategies, Corporate Development, Asset Managment, CMBS, Securities, Structured Finance
Education
Dickinson College 1988 — 1992
Bachelor, Economics
Brunswick School 1982 — 1988
Building and Land Technology February 2007 - Present
Bank of New York Mellon (Dreyfus) 1997 - 2008
Bank of New York Mellon February 1997 - February 2007
Dreyfus Investments 1997 - 2001
Dreyfus Corporation 1997 - 2001
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Private Equity, Asset Allocation, Portfolio Management, Equities, Investment Management, Fixed Income, Wealth Management, Family Office, Due Diligence, Venture Capital, Mergers & Acquisitions, Disposition, Real Estate Economics, Brokerage, Financial Modeling, Fund Of Funds, Series 24, Investment Banking, Series 7, Investment Strategies, Corporate Development, Asset Managment, CMBS, Securities, Structured Finance
Education
Dickinson College 1988 — 1992
Bachelor, Economics
Brunswick School 1982 — 1988
Michelle Lens's Dreyfus Corporation Experience August 2000 - Present
Job Relationship Manager at Dreyfus Corporation
Industry Financial Services
Experience
Dreyfus Corporation August 2000 - Present
Bank of New York Mellon - Dreyfus 1987 - Present
Bank of New York Mellon 1987 - Present
Skills
Series 7, Financial Services, Mutual Funds, Negotiation, Strategy, Asset Management, Series 63, Sales, Portfolio Management, Investments, Securities, Wealth Management, Alternative Investments, Equities, Asset Allocation
Education
Fordham University 1982 — 1986
Bachelor of Science, Psychology
Dreyfus Corporation August 2000 - Present
Bank of New York Mellon - Dreyfus 1987 - Present
Bank of New York Mellon 1987 - Present
Skills
Series 7, Financial Services, Mutual Funds, Negotiation, Strategy, Asset Management, Series 63, Sales, Portfolio Management, Investments, Securities, Wealth Management, Alternative Investments, Equities, Asset Allocation
Education
Fordham University 1982 — 1986
Bachelor of Science, Psychology
Paul Eisenhardt's Dreyfus Corporation Experience November 1999 - July 2003
Job Head of International Sales
Industry Investment Management
Experience
OFI Global Asset Management / OppenheimerFunds November 2014 - Present
OFI Global Asset Management / OppenheimerFunds January 2011 - November 2014
GE Asset Management March 2008 - January 2011
State Street July 2003 - September 2007
Dreyfus Corporation November 1999 - July 2003
Alliance Benefit Group July 1997 - November 1999
Skills
Asset Allocation, Asset Managment, Asset Management, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Pensions, Retirement Planning, Separately Managed...
Education
Gettysburg College 1987 — 1991
BA, Management - Concentration in Accounting & Finance
Great Valley 1984 — 1989
OFI Global Asset Management / OppenheimerFunds November 2014 - Present
OFI Global Asset Management / OppenheimerFunds January 2011 - November 2014
GE Asset Management March 2008 - January 2011
State Street July 2003 - September 2007
Dreyfus Corporation November 1999 - July 2003
Alliance Benefit Group July 1997 - November 1999
Skills
Asset Allocation, Asset Managment, Asset Management, Series 7, Alternative Investments, Mutual Funds, Financial Advisory, Equities, Fixed Income, Investment Management, Investment Strategies, Investments, Pensions, Retirement Planning, Separately Managed...
Education
Gettysburg College 1987 — 1991
BA, Management - Concentration in Accounting & Finance
Great Valley 1984 — 1989
Richard Shields C.F.A.'s Dreyfus Corporation Experience 1980 - 1995
Job Client Relationship Manager at Heckman Global Advisors
Industry Financial Services
Experience
Heckman Global Advisors February 2015 - Present
Guggenheim Securities April 2012 - September 2013
Collins Stewart LLC 2009 - 2012
Bank of America - Banc of America Securities 1999 - 2009
Peregrine Securities H.K. Ltd. 1995 - 1998
Dreyfus Corporation 1980 - 1995
Skills
Series 7, Series 63, CFA, Portfolio Management, Research Analysis, Investment Banking, Equities, Hedge Funds, Chartered Financial..., Derivatives, Fixed Income, Equity Research, Research, Bloomberg, Cash Flow, Financial Modeling, Asset Management, Capital Markets, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
MBA, Business
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA)
Heckman Global Advisors February 2015 - Present
Guggenheim Securities April 2012 - September 2013
Collins Stewart LLC 2009 - 2012
Bank of America - Banc of America Securities 1999 - 2009
Peregrine Securities H.K. Ltd. 1995 - 1998
Dreyfus Corporation 1980 - 1995
Skills
Series 7, Series 63, CFA, Portfolio Management, Research Analysis, Investment Banking, Equities, Hedge Funds, Chartered Financial..., Derivatives, Fixed Income, Equity Research, Research, Bloomberg, Cash Flow, Financial Modeling, Asset Management, Capital Markets, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
MBA, Business
Syracuse University - Maxwell School of Citizenship and Public Affairs
Bachelor of Arts (BA)
Aleksandra Grinshteyn's Dreyfus Corporation Experience September 2004 - April 2006
Job Senior AML Compliance Officer at TD Securities
Industry Financial Services
Experience
TD Securities November 2012 - Present
TD Securities October 2010 - October 2012
Credit Agricole CIB September 2008 - September 2010
Lehman Brothers April 2006 - August 2008
Dreyfus Corporation September 2004 - April 2006
law office January 2003 - August 2004
Education
City University of New York-John Jay College of Criminal Justice
Master of Arts (MA), Criminal Justice
Pace University - Lubin School of Business 2005 — 2008
MBA, Financial Management
Pace University - Lubin School of Business 1999 — 2004
BBA, Finance
TD Securities November 2012 - Present
TD Securities October 2010 - October 2012
Credit Agricole CIB September 2008 - September 2010
Lehman Brothers April 2006 - August 2008
Dreyfus Corporation September 2004 - April 2006
law office January 2003 - August 2004
Education
City University of New York-John Jay College of Criminal Justice
Master of Arts (MA), Criminal Justice
Pace University - Lubin School of Business 2005 — 2008
MBA, Financial Management
Pace University - Lubin School of Business 1999 — 2004
BBA, Finance
Mary Ellen McGonagle's Dreyfus Corporation Experience September 1993 - November 1995
Job President at MEM Investment Research
Industry Financial Services
Experience
MEM Investment Research August 2015 - Present
Market Trends Research July 2012 - January 2015
Fortaleza Asset Management, Inc. February 2011 - July 2012
William O'Neil + Co., Inc. March 1995 - April 2010
Dreyfus Corporation September 1993 - November 1995
Skills
Asset Management, Portfolio Management, Series 7, Equities, Fixed Income, Marketing, Pension Funds, Management, Equity Research, Trading, Financial Services, Alternative Investments, Mutual Funds, Strategy, Hedge Funds, Investments, Finance, Capital Markets
Education
Penn State University
Bachelor of Arts, Liberal Arts
MEM Investment Research August 2015 - Present
Market Trends Research July 2012 - January 2015
Fortaleza Asset Management, Inc. February 2011 - July 2012
William O'Neil + Co., Inc. March 1995 - April 2010
Dreyfus Corporation September 1993 - November 1995
Skills
Asset Management, Portfolio Management, Series 7, Equities, Fixed Income, Marketing, Pension Funds, Management, Equity Research, Trading, Financial Services, Alternative Investments, Mutual Funds, Strategy, Hedge Funds, Investments, Finance, Capital Markets
Education
Penn State University
Bachelor of Arts, Liberal Arts
Nicholas Cerino's Dreyfus Corporation Experience February 1989 - June 1999
Job Small Business Specialist at M&T Bank
Industry Banking
Experience
M&T Bank November 2012 - Present
M&T Bank January 2012 - Present
Bank of America October 2005 - April 2009
JPMorgan Chase July 1999 - October 2005
Dreyfus Corporation February 1989 - June 1999
Skills
Investments, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, Series 6, Portfolio Management, Series 65, Securities, Series 24, Banking, Life Insurance
Education
Adelphi University 1997 — 2001
Bachelor of Science, Business Administration and Management, General
M&T Bank November 2012 - Present
M&T Bank January 2012 - Present
Bank of America October 2005 - April 2009
JPMorgan Chase July 1999 - October 2005
Dreyfus Corporation February 1989 - June 1999
Skills
Investments, Retirement Planning, Series 7, Series 63, Wealth Management, Mutual Funds, Series 6, Portfolio Management, Series 65, Securities, Series 24, Banking, Life Insurance
Education
Adelphi University 1997 — 2001
Bachelor of Science, Business Administration and Management, General
Dave (Dong) Sohn, CFA's Dreyfus Corporation Experience April 1997 - June 1998
Job VP at SMBC Nikko Securities America
Industry Financial Services
Experience
SMBC Nikko Securities America December 2012 - Present
FURTHER LANE (ASSET MANAGEMENT/SECURITIES) August 2009 - December 2012
J.P.MORGAN/BEAR STEARNS CO., INC. March 2006 - August 2009
NATEXIS BANQUES POPULAIRES February 2004 - March 2006
DEUTSCHE BANK June 2003 - February 2004
KEEFE, BRUYETTE & WOODS, INC. June 1998 - May 2003
DREYFUS CORPORATION April 1997 - June 1998
Skills
Fixed Income, Bloomberg, Hedge Funds, Financial Analysis, Bonds, Securities, Valuation, Capital Markets, Asset Managment, Derivatives, Equities, Series 7, Series 63, series 27, Alternative Investments, Asset Management, Portfolio Management
Education
Baruch College 2000 — 2002
Master of Science (MS), Computer Information System
Penn State University 1991 — 1996
Bachelor of Science (BS), Accounting
SMBC Nikko Securities America December 2012 - Present
FURTHER LANE (ASSET MANAGEMENT/SECURITIES) August 2009 - December 2012
J.P.MORGAN/BEAR STEARNS CO., INC. March 2006 - August 2009
NATEXIS BANQUES POPULAIRES February 2004 - March 2006
DEUTSCHE BANK June 2003 - February 2004
KEEFE, BRUYETTE & WOODS, INC. June 1998 - May 2003
DREYFUS CORPORATION April 1997 - June 1998
Skills
Fixed Income, Bloomberg, Hedge Funds, Financial Analysis, Bonds, Securities, Valuation, Capital Markets, Asset Managment, Derivatives, Equities, Series 7, Series 63, series 27, Alternative Investments, Asset Management, Portfolio Management
Education
Baruch College 2000 — 2002
Master of Science (MS), Computer Information System
Penn State University 1991 — 1996
Bachelor of Science (BS), Accounting
Veda Balli's Dreyfus Corporation Experience June 2003 - June 2006
Job Fund Accountant at G&S Fund Services, LLC
Industry Financial Services
Experience
G&S Fund Services, LLC July 2011 - Present
Gemini Fund Services January 2011 - July 2011
Academy Fire Protection June 2010 - December 2010
Reliance Trust Company July 2006 - March 2010
Dreyfus Corporation June 2003 - June 2006
Dreyfus Corporation June 1998 - May 2003
Dreyfus Corporation June 1995 - May 1998
Skills
Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Baruch College
BBA, Accounting
G&S Fund Services, LLC July 2011 - Present
Gemini Fund Services January 2011 - July 2011
Academy Fire Protection June 2010 - December 2010
Reliance Trust Company July 2006 - March 2010
Dreyfus Corporation June 2003 - June 2006
Dreyfus Corporation June 1998 - May 2003
Dreyfus Corporation June 1995 - May 1998
Skills
Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BBA, Accounting
Baruch College
BBA, Accounting
Rebecca Glen's Dreyfus Corporation Experience September 2000 - March 2009
Job Senior Municipal Research Analyst at the Dreyfus Corporation a subsidiary of BNY Mellon
Industry Investment Management
Experience
Dreyfus Corporation - BNY Mellon Cash Investment Strategies March 2009 - Present
Dreyfus Corporation September 2000 - March 2009
Dreyfus Corporation August 1998 - September 2000
Neuberger & Berman, LLC May 1997 - August 1998
Dreyfus Corporation February 1994 - May 1997
Dreyfus Corporation October 1991 - February 1994
Skills
Fixed Income, Mutual Funds, Credit Analysis, Municipal Bonds, Hospitals, Financial Analysis, Credit, Bonds, Alternative Investments, Municipalities, Analysis, Money Market Funds, Risk Management, Finance, Derivatives, Investment Management, Structured Products, Structured Finance
Education
Iona College - Hagen School of Business 1995 — 1997
MBA, Finance
Southern Illinois University, Edwardsville 1988 — 1991
BS, Business
Scripps College 1986 — 1988
Dreyfus Corporation - BNY Mellon Cash Investment Strategies March 2009 - Present
Dreyfus Corporation September 2000 - March 2009
Dreyfus Corporation August 1998 - September 2000
Neuberger & Berman, LLC May 1997 - August 1998
Dreyfus Corporation February 1994 - May 1997
Dreyfus Corporation October 1991 - February 1994
Skills
Fixed Income, Mutual Funds, Credit Analysis, Municipal Bonds, Hospitals, Financial Analysis, Credit, Bonds, Alternative Investments, Municipalities, Analysis, Money Market Funds, Risk Management, Finance, Derivatives, Investment Management, Structured Products, Structured Finance
Education
Iona College - Hagen School of Business 1995 — 1997
MBA, Finance
Southern Illinois University, Edwardsville 1988 — 1991
BS, Business
Scripps College 1986 — 1988
Dean Lewallen's Dreyfus Corporation Experience 2004 - 2009
Job Vice President, Senior Municipal HighYield Credit Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein April 2010 - Present
DTL Analytic Services 2009 - 2010
Dreyfus Corporation 2004 - 2009
Prudential Financial 1996 - 2002
Skills
Equities, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Fixed Income, Bloomberg, Leadership, Asset Management, Credit, Bonds, Securities, Portfolio Management, Investments
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Colorado Boulder
BA, Psychology
AllianceBernstein April 2010 - Present
DTL Analytic Services 2009 - 2010
Dreyfus Corporation 2004 - 2009
Prudential Financial 1996 - 2002
Skills
Equities, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets, Fixed Income, Bloomberg, Leadership, Asset Management, Credit, Bonds, Securities, Portfolio Management, Investments
Education
Cornell University - Johnson Graduate School of Management
MBA, Finance
University of Colorado Boulder
BA, Psychology
Gavin Whitmore's Dreyfus Corporation Experience March 1987 - March 1990
Job Managing Director: Intermediary Distribution at Fifth Third Asset Management
Industry Financial Services
Experience
Fifth Third Asset Management October 2005 - Present
Victory Capital Management June 2003 - October 2005
Phoenix Investment Partners March 1999 - January 2003
Zweig/Glaser Advisers January 1995 - March 1999
Zweig/Glaser Advisers January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds March 1990 - December 1991
Dreyfus Corporation March 1987 - March 1990
Education
University of Pennsylvania 1983 — 1986
Fifth Third Asset Management October 2005 - Present
Victory Capital Management June 2003 - October 2005
Phoenix Investment Partners March 1999 - January 2003
Zweig/Glaser Advisers January 1995 - March 1999
Zweig/Glaser Advisers January 1992 - January 1995
Oppenheimer Capital/Quest for Value Funds March 1990 - December 1991
Dreyfus Corporation March 1987 - March 1990
Education
University of Pennsylvania 1983 — 1986
Tricia Antonaccio's Dreyfus Corporation Experience July 1999 - September 2000
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Brown Brothers Harriman March 2008 - Present
Brown Brothers Harriman March 2004 - March 2008
BBR Partners April 2002 - March 2004
Neuberger Berman September 2000 - April 2002
Dreyfus Corporation July 1999 - September 2000
Skills
Mutual Funds, Fixed Income, Bloomberg, Corporate Actions, Securities, Fund Administration, Fund Accounting, Equities, Financial Services, Middle Office, Series 7, Securities Lending, Series 63
Education
University of Scranton 1995 — 1999
Bachelor of Science (BS), Accounting
University of Scranton
BS Degree, Accounting
Marina Gulyan's Dreyfus Corporation Experience 1987 - 1995
Job Assistant Vice President at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC March 2009 - Present
BEAR STEARNS FUNDS MANAGEMENT, INC, / J.P. MORGAN COMPANY November 1997 - February 2009
FURMAN SELZ LLC / BISYS CORPORATION March 1995 - October 1997
Dreyfus Corporation 1987 - 1995
Skills
Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Fund Accounting, Financial Services, Asset Management, Capital Markets, Alternative Investments, Equities, Finance
Education
New York University
BS, Accounting
Ultimus Fund Solutions, LLC March 2009 - Present
BEAR STEARNS FUNDS MANAGEMENT, INC, / J.P. MORGAN COMPANY November 1997 - February 2009
FURMAN SELZ LLC / BISYS CORPORATION March 1995 - October 1997
Dreyfus Corporation 1987 - 1995
Skills
Fixed Income, Fund Administration, Hedge Funds, Mutual Funds, Fund Accounting, Financial Services, Asset Management, Capital Markets, Alternative Investments, Equities, Finance
Education
New York University
BS, Accounting
Karen SchadNeuwald's Dreyfus Corporation Experience November 1999 - April 2002
Job Director, Institutional Intermediary Marketing, MainStay Investments
Industry Banking
Experience
Mainstay Asset Management February 2014 - Present
J.P. Morgan April 2002 - February 2014
J.P. Morgan Asset Management April 2002 - February 2014
Dreyfus Corporation November 1999 - April 2002
OppenheimerFunds August 1997 - November 1999
Skills
Investments, Marketing Strategy, Strategy, Product Development, Selling, Team Leadership, Wealth Management, Digital Marketing, Portfolio Management, Relationship Management, Financial Services, Integrated Marketing, Analytics, Marketing, Market Planning, Direct Marketing, Mutual Funds, Sales Management, Marketing Communications, Product Launch
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Marketing
Pace University
MBA, Finance
Mainstay Asset Management February 2014 - Present
J.P. Morgan April 2002 - February 2014
J.P. Morgan Asset Management April 2002 - February 2014
Dreyfus Corporation November 1999 - April 2002
OppenheimerFunds August 1997 - November 1999
Skills
Investments, Marketing Strategy, Strategy, Product Development, Selling, Team Leadership, Wealth Management, Digital Marketing, Portfolio Management, Relationship Management, Financial Services, Integrated Marketing, Analytics, Marketing, Market Planning, Direct Marketing, Mutual Funds, Sales Management, Marketing Communications, Product Launch
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Marketing
Pace University
MBA, Finance
A.J. Fiducia's Dreyfus Corporation Experience January 1994 - January 1996
Job Director Sales, North America
Industry Banking
Experience
TIM Group (Global) March 2015 - Present
Markit April 2012 - March 2015
JPMorgan Chase March 1996 - February 2012
JPMorgan Chase April 1997 - February 2008
JPMorgan Chase March 1996 - April 1997
Dreyfus Corporation January 1994 - January 1996
Dreyfus Corporation January 1990 - January 1994
Skills
Institutional Clients, Equity Trading, Commission Management, Marketing, Equities, Hedge Funds, Options, Investment Banking, Traders, Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Markets, Commodity, Derivatives, ETFs, Bloomberg, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Research, FINRA, FX Options, Financial Markets, Fixed Income, Institutional..., Investment Advisory, Investment Strategies, Investments, Market Data, Mergers, Mutual Funds, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Structured Products, Trading, Trading Systems
Education
Boston University 1986 — 1990
BS, Business Administration
TIM Group (Global) March 2015 - Present
Markit April 2012 - March 2015
JPMorgan Chase March 1996 - February 2012
JPMorgan Chase April 1997 - February 2008
JPMorgan Chase March 1996 - April 1997
Dreyfus Corporation January 1994 - January 1996
Dreyfus Corporation January 1990 - January 1994
Skills
Institutional Clients, Equity Trading, Commission Management, Marketing, Equities, Hedge Funds, Options, Investment Banking, Traders, Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Markets, Commodity, Derivatives, ETFs, Bloomberg, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Research, FINRA, FX Options, Financial Markets, Fixed Income, Institutional..., Investment Advisory, Investment Strategies, Investments, Market Data, Mergers, Mutual Funds, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Structured Products, Trading, Trading Systems
Education
Boston University 1986 — 1990
BS, Business Administration
Yesenia Padilla's Dreyfus Corporation Experience October 1998 - April 2000
Job Supervisor, Consolidation and Financial Reporting at Lowe and Partners Worldwide
Industry Marketing and Advertising
Experience
Lowe and Partners Worldwide May 2006 - Present
Marsh September 2005 - May 2006
Marsh March 2002 - September 2005
Seabury & Smith Inc., a Marsh & McLennan Co. May 2000 - March 2002
Dreyfus Corporation October 1998 - April 2000
Skills
Financial Reporting, Consolidation, Accounting, Sarbanes-Oxley Act, US GAAP, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Financial Audits, Internal Controls, Revenue Recognition, Journal Entries
Education
City University of New York-Brooklyn College
Bachelor of Science (B.S.), Accounting
Lowe and Partners Worldwide May 2006 - Present
Marsh September 2005 - May 2006
Marsh March 2002 - September 2005
Seabury & Smith Inc., a Marsh & McLennan Co. May 2000 - March 2002
Dreyfus Corporation October 1998 - April 2000
Skills
Financial Reporting, Consolidation, Accounting, Sarbanes-Oxley Act, US GAAP, Hyperion Enterprise, Variance Analysis, Sarbanes-Oxley, Financial Audits, Internal Controls, Revenue Recognition, Journal Entries
Education
City University of New York-Brooklyn College
Bachelor of Science (B.S.), Accounting
Tricia Loughran's Dreyfus Corporation Experience January 2011 - January 2012
Job
Industry Investment Management
Experience
Dreyfus Corporation January 2011 - January 2012
THE BANK OF NEW YORK MELLON CORPORATION January 1993 - January 2012
Cash Investment Strategies January 2010 - January 2011
Standish Mellon Asset Management January 2003 - January 2010
Mellon Bond Associates January 1995 - January 2003
BNY Mellon Securities Lending January 1993 - January 1995
PNC BANK, NA January 1987 - January 1993
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service
Education
Allegheny College
Allegheny College
Bachelor of Science, Mathematics
Dreyfus Corporation January 2011 - January 2012
THE BANK OF NEW YORK MELLON CORPORATION January 1993 - January 2012
Cash Investment Strategies January 2010 - January 2011
Standish Mellon Asset Management January 2003 - January 2010
Mellon Bond Associates January 1995 - January 2003
BNY Mellon Securities Lending January 1993 - January 1995
PNC BANK, NA January 1987 - January 1993
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service
Education
Allegheny College
Allegheny College
Bachelor of Science, Mathematics
Roxanne S. Khan, MBA's Dreyfus Corporation Experience 1996 - 1998
Job Financial Service Professional Asset Servicing
Industry Financial Services
Experience
The Bank of New York Mellon 1999 - Present
Time Inc. 1998 - 1999
Dreyfus Corporation 1996 - 1998
Skills
Mutual Fund Accounting, Bloomberg, Open Bloomberg, Fixed Income, Futures, Options, Microsoft Excel, Cash Reconciliation, Account Reconciliation, Corporate Actions, Process Improvement, Detail & Goal Oriented, Effective Time..., Strong Organizational..., Auditing, Financial Risk, Financial Services, Analysis, Accounting, Lotus Notes, Investments, Microsoft Word, SunGard, Reuters, IDC, Equities, Money Market Funds, Swaps, Currency Contracts
Education
University of Phoneix
Master of Business Administration (M.B.A.), Global Management, 3.5
Queens College
Bachelor’s Degree, Accounting & Economics
The Bank of New York Mellon 1999 - Present
Time Inc. 1998 - 1999
Dreyfus Corporation 1996 - 1998
Skills
Mutual Fund Accounting, Bloomberg, Open Bloomberg, Fixed Income, Futures, Options, Microsoft Excel, Cash Reconciliation, Account Reconciliation, Corporate Actions, Process Improvement, Detail & Goal Oriented, Effective Time..., Strong Organizational..., Auditing, Financial Risk, Financial Services, Analysis, Accounting, Lotus Notes, Investments, Microsoft Word, SunGard, Reuters, IDC, Equities, Money Market Funds, Swaps, Currency Contracts
Education
University of Phoneix
Master of Business Administration (M.B.A.), Global Management, 3.5
Queens College
Bachelor’s Degree, Accounting & Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY