Mellon Bank
Industry: Money management company
DescriptionMellon Financial Corporation was one of the world's largest money management firms. Based in Pittsburgh, Pennsylvania, it was in the business of institutional and high-net-worth individual asset management, including the Dreyfus family of mutual funds; business banking; and shareholder and investor services. Founded: 1869 Headquarters: Pittsburgh, Pennsylvania, United States Successor: The Bank of New York Mellon Ceased operations: 2007 Founders: Andrew W. Mellon, Thomas Mellon
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1,403 Mellon Bank employees in database. Find out everything there's to know about Mellon Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Mellon Bank Employees
Employee
Years
Job
Industry
William Paine William Paine's Mellon Bank Experience 1983 - 1988
Job Clevel Client Manager/Business Development and Finance Professional
Industry Financial Services
Experience
FDIC 2010 - 2012
Bank of Tokyo-Mitsubishi UFJ 1988 - 2007
Mellon Bank 1983 - 1988
PNC 1979 - 1983
Skills
Commercial Banking, Risk Management, Banking, Financial Analysis, Credit, Credit Risk, Credit Analysis, Loans, Portfolio Management, Small Business Lending, Cash Management, Corporate Finance, Derivatives, Underwriting, Commercial Lending, Financial Risk, Capital Markets, Asset Managment, Investment Banking, Financial Modeling, Fixed Income, Finance, Asset Management, Due Diligence, Strategic Financial..., FX Options, Financial Institutions, Treasury Management, AML, Investments, Structured Finance, Mortgage Lending, Financial Reporting, Mergers & Acquisitions, Hedging, Valuation, Internal Controls, Restructuring, Cash Flow, Relationship Management, Managerial Finance, Securities, Project Finance, Executive Management, Internal Audit, Financial Services, Asset Based Lending, Business Valuation, Financial Markets, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1982
Master of Business Administration (MBA), Accounting and Business/Management
Vanderbilt University 1975 — 1979
BA, Business Administration
New Trier 1971 — 1975
Diploma
FDIC 2010 - 2012
Bank of Tokyo-Mitsubishi UFJ 1988 - 2007
Mellon Bank 1983 - 1988
PNC 1979 - 1983
Skills
Commercial Banking, Risk Management, Banking, Financial Analysis, Credit, Credit Risk, Credit Analysis, Loans, Portfolio Management, Small Business Lending, Cash Management, Corporate Finance, Derivatives, Underwriting, Commercial Lending, Financial Risk, Capital Markets, Asset Managment, Investment Banking, Financial Modeling, Fixed Income, Finance, Asset Management, Due Diligence, Strategic Financial..., FX Options, Financial Institutions, Treasury Management, AML, Investments, Structured Finance, Mortgage Lending, Financial Reporting, Mergers & Acquisitions, Hedging, Valuation, Internal Controls, Restructuring, Cash Flow, Relationship Management, Managerial Finance, Securities, Project Finance, Executive Management, Internal Audit, Financial Services, Asset Based Lending, Business Valuation, Financial Markets, Private Equity
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1982
Master of Business Administration (MBA), Accounting and Business/Management
Vanderbilt University 1975 — 1979
BA, Business Administration
New Trier 1971 — 1975
Diploma
Roger Kennelly Sr Roger Kennelly Sr's Mellon Bank Experience 1966 - 1989
Job President at Kennelly & Associates
Industry Financial Services
Experience
Kennelly & Associates January 2013 - Present
Kennelly and Associates 1989 - February 2013
Mellon Bank 1966 - 1989
United States Air Force 1962 - 1966
Skills
Sales, Mortgage Lending, Networking, Loans, Commercial Real Estate, Residential Mortgages, Lines Of Credit, Investment Properties, Investments, Training, Business Development, Real Estate, Analysis, Loan Origination, Credit, Team Building, Portfolio Management, Refinance, Selling, Strategic Planning, New Business Development, Financial Analysis, Strategic Financial..., Residential Homes, Business, Leadership, Banking, Small Business, Sales Management, FHA, Finance, Customer Service, Marketing, Executive Management, Start-ups, Insurance, Entrepreneurship, Business Planning, Negotiation, Strategy
Education
University of Pittsburgh 1968 — 1974
Bachelor of Science (B.S.), Economics
Central Catholic 1958 — 1961
Kennelly & Associates January 2013 - Present
Kennelly and Associates 1989 - February 2013
Mellon Bank 1966 - 1989
United States Air Force 1962 - 1966
Skills
Sales, Mortgage Lending, Networking, Loans, Commercial Real Estate, Residential Mortgages, Lines Of Credit, Investment Properties, Investments, Training, Business Development, Real Estate, Analysis, Loan Origination, Credit, Team Building, Portfolio Management, Refinance, Selling, Strategic Planning, New Business Development, Financial Analysis, Strategic Financial..., Residential Homes, Business, Leadership, Banking, Small Business, Sales Management, FHA, Finance, Customer Service, Marketing, Executive Management, Start-ups, Insurance, Entrepreneurship, Business Planning, Negotiation, Strategy
Education
University of Pittsburgh 1968 — 1974
Bachelor of Science (B.S.), Economics
Central Catholic 1958 — 1961
Toni Beasley Toni Beasley's Mellon Bank Experience 1980 - 1993
Job Grant Administrator at University of Pittsburgh
Industry Research
Experience
University of Pittsburgh April 2008 - Present
United Mitochondrial Disease Foundation May 1998 - September 2005
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Skills
Research Administration, Grants, Payroll, Employee Benefits, Program Development, Grant Administration, Grant Writing, Strategic Planning, Public Speaking, Budgets, Community Outreach, Nonprofits, Healthcare, Customer Service, Program Evaluation, Volunteer Management, Higher Education, Research, Event Planning, Federal Grants..., Fundraising, Program Management, Teaching, Project Management, Editing
Education
St Pauls Catherdral
St Pauls Catherdral
St. Paul's Catherdral
St. Paul's Catherdral
University of Pittsburgh
Business Administration and Management, General
University of Pittsburgh April 2008 - Present
United Mitochondrial Disease Foundation May 1998 - September 2005
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Mellon Bank 1980 - 1993
Skills
Research Administration, Grants, Payroll, Employee Benefits, Program Development, Grant Administration, Grant Writing, Strategic Planning, Public Speaking, Budgets, Community Outreach, Nonprofits, Healthcare, Customer Service, Program Evaluation, Volunteer Management, Higher Education, Research, Event Planning, Federal Grants..., Fundraising, Program Management, Teaching, Project Management, Editing
Education
St Pauls Catherdral
St Pauls Catherdral
St. Paul's Catherdral
St. Paul's Catherdral
University of Pittsburgh
Business Administration and Management, General
Ted Sheerer Ted Sheerer's Mellon Bank Experience January 2001 - January 2005
Job Senior Vice President at First Commonwealth Bank
Industry Banking
Experience
First Commonwealth Bank July 2008 - Present
National City Bank January 2005 - July 2008
Mellon Bank January 2001 - January 2005
Skills
Treasury Management, Management, Loans, Cross Selling, Banking, Sales, Strategic Planning, Financial Analysis, Commercial Banking, Portfolio Management, Risk Management, Credit Analysis, Commercial Lending, Small Business Lending, Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Finance
University of Pittsburgh 1984 — 1986
BA, Economics
First Commonwealth Bank July 2008 - Present
National City Bank January 2005 - July 2008
Mellon Bank January 2001 - January 2005
Skills
Treasury Management, Management, Loans, Cross Selling, Banking, Sales, Strategic Planning, Financial Analysis, Commercial Banking, Portfolio Management, Risk Management, Credit Analysis, Commercial Lending, Small Business Lending, Credit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1990
MBA, Finance
University of Pittsburgh 1984 — 1986
BA, Economics
Cecile Rodriguez Cecile Rodriguez's Mellon Bank Experience March 1999 - June 1999
Job Human Resources Professional
Industry Human Resources
Experience
Honeywell International August 2001 - January 2004
Russell/Mellon Analytical Services June 1999 - August 2001
Mellon Bank March 1999 - June 1999
Mellon Bank September 1998 - March 1999
Mellon Financial September 1996 - September 1998
Skills
Employee Relations, Talent Management, Human Resources, Recruiting, Interviews, Performance Management, Deferred Compensation, Personnel Management, Change Management, Organizational..., Training, New Hire Orientations, Employee Benefits, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2001
MBA, Finance, Human Resources
Honeywell International August 2001 - January 2004
Russell/Mellon Analytical Services June 1999 - August 2001
Mellon Bank March 1999 - June 1999
Mellon Bank September 1998 - March 1999
Mellon Financial September 1996 - September 1998
Skills
Employee Relations, Talent Management, Human Resources, Recruiting, Interviews, Performance Management, Deferred Compensation, Personnel Management, Change Management, Organizational..., Training, New Hire Orientations, Employee Benefits, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2001
MBA, Finance, Human Resources
Eric Colthorpe Eric Colthorpe's Mellon Bank Experience 1975 - 1976
Job Project Program Manager, PMP, MBA
Industry Information Technology and Services
Experience
NTT DATA September 2004 - Present
Reynolds Metals 1978 - 2000
Virginia National Bank 1976 - 1978
Mellon Bank 1975 - 1976
Skills
SDLC, Program Management, Enterprise Architecture, PMP, PMO, Software Project..., IT Strategy, Requirements Analysis, Integration, Resource Management, Project Portfolio..., Business Intelligence, IT Management, Software Development, Vendor Management
Education
University of Richmond 1992 — 1996
Master of Business Administration (MBA)
Virginia Tech 1971 — 1975
Bachelor of Science (BS), Computer Science
NTT DATA September 2004 - Present
Reynolds Metals 1978 - 2000
Virginia National Bank 1976 - 1978
Mellon Bank 1975 - 1976
Skills
SDLC, Program Management, Enterprise Architecture, PMP, PMO, Software Project..., IT Strategy, Requirements Analysis, Integration, Resource Management, Project Portfolio..., Business Intelligence, IT Management, Software Development, Vendor Management
Education
University of Richmond 1992 — 1996
Master of Business Administration (MBA)
Virginia Tech 1971 — 1975
Bachelor of Science (BS), Computer Science
Nancy Chubb Nancy Chubb's Mellon Bank Experience 1980 - 1984
Job Business Psychologist and Psychotherapist
Industry Professional Training & Coaching
Experience
Land Conservation Cemeteries 2010 - Present
Green Burial Pittsburgh 2008 - Present
Nancy Chubb 2005 - Present
Nancy Chubb, PhD, MBA 1995 - Present
Mellon Bank 1980 - 1984
Pittsburgh Board of Public Education 1974 - 1978
Skills
Team Building, Executive Coaching, Personal Development, Psychology, Leadership Development, Non-profits, Psychotherapy, Coaching, Nonprofits, Conflict Resolution, Post Traumatic Stress, Career Counseling, Hypnotherapy, Family Therapy, Psychological Testing
Education
University of Pittsburgh 1988 — 1993
PhD, Counseling Psychology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1979
MBA, Finance
Chatham University
BA, Liberal Arts
Land Conservation Cemeteries 2010 - Present
Green Burial Pittsburgh 2008 - Present
Nancy Chubb 2005 - Present
Nancy Chubb, PhD, MBA 1995 - Present
Mellon Bank 1980 - 1984
Pittsburgh Board of Public Education 1974 - 1978
Skills
Team Building, Executive Coaching, Personal Development, Psychology, Leadership Development, Non-profits, Psychotherapy, Coaching, Nonprofits, Conflict Resolution, Post Traumatic Stress, Career Counseling, Hypnotherapy, Family Therapy, Psychological Testing
Education
University of Pittsburgh 1988 — 1993
PhD, Counseling Psychology
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1979
MBA, Finance
Chatham University
BA, Liberal Arts
Timothy Matthews Timothy Matthews's Mellon Bank Experience 1986 - 1988
Job CEO, American Cabling Company
Industry Computer Networking
Experience
American Cabling Company June 2001 - Present
ADT Security Services 2002 - 2010
Heidrick & Struggles 1999 - 2001
Modis 1997 - 2001
Marriott International 1993 - 1998
AT&T 1987 - 1991
Mellon Bank 1986 - 1988
Skills
Strategic Partnerships, Program Management, Cabling, Integration, Team Building, Budgets, Product Marketing, Strategic Planning, Product Management, Business Strategy, Vendor Management, Security, Business Development, Cloud Computing, Management, Project Management, Entrepreneurship, New Business Development
Education
University of Pittsburgh 1980 — 1986
bs, Computer Science
University of Pittsburgh
BS, Computer Science
American Cabling Company June 2001 - Present
ADT Security Services 2002 - 2010
Heidrick & Struggles 1999 - 2001
Modis 1997 - 2001
Marriott International 1993 - 1998
AT&T 1987 - 1991
Mellon Bank 1986 - 1988
Skills
Strategic Partnerships, Program Management, Cabling, Integration, Team Building, Budgets, Product Marketing, Strategic Planning, Product Management, Business Strategy, Vendor Management, Security, Business Development, Cloud Computing, Management, Project Management, Entrepreneurship, New Business Development
Education
University of Pittsburgh 1980 — 1986
bs, Computer Science
University of Pittsburgh
BS, Computer Science
Riaz Mullick Riaz Mullick's Mellon Bank Experience December 1988 - December 1990
Job Handson finance and accounting professional, CPA, CISA, with experience in healthcare and several other industries
Industry Hospital & Health Care
Experience
CommWell Health September 2012 - May 2015
Ipas February 2008 - June 2012
EDR Media LLC June 2006 - February 2008
Shorebank Enterprise Group September 2000 - January 2006
Federal Assurance Corporation September 1997 - November 1999
Stambaugh Thompson Company October 1995 - June 1997
Peoples Bank of Western Pennsylvania January 1991 - September 1995
Mellon Bank December 1988 - December 1990
Larsen & Toubro Limited April 1983 - August 1987
Tata Oil Mills Company Limited November 1981 - April 1983
Skills
healthcare, banks, non-bank finance..., digital media, econcomic development, property management, real estate management, non-profit, retail, finance, accounting, budgeting, forecasting, financial analysis, cost accounting, non-profit activity..., non-profit time..., internal control, internal audit, policy and procedures..., ERP system selection, information systems, Certified Public..., Certified Information..., Fellow Chartered..., staff development and..., Budgets, Accounting
Education
Pennsylvania Institute of Certified Public Accountants 1989 — 2015
Certified Public Accountant, Accouting and auditing
Information Systems Audit and Control Association 1993 — 1994
CISA, information systems audit
Pennsylvania State Board of Accountancy 1988 — 1991
CPA, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance, Accounting
Institute of Chartered Accountants of India 1977 — 1981
FCA, Public Accounting
CommWell Health September 2012 - May 2015
Ipas February 2008 - June 2012
EDR Media LLC June 2006 - February 2008
Shorebank Enterprise Group September 2000 - January 2006
Federal Assurance Corporation September 1997 - November 1999
Stambaugh Thompson Company October 1995 - June 1997
Peoples Bank of Western Pennsylvania January 1991 - September 1995
Mellon Bank December 1988 - December 1990
Larsen & Toubro Limited April 1983 - August 1987
Tata Oil Mills Company Limited November 1981 - April 1983
Skills
healthcare, banks, non-bank finance..., digital media, econcomic development, property management, real estate management, non-profit, retail, finance, accounting, budgeting, forecasting, financial analysis, cost accounting, non-profit activity..., non-profit time..., internal control, internal audit, policy and procedures..., ERP system selection, information systems, Certified Public..., Certified Information..., Fellow Chartered..., staff development and..., Budgets, Accounting
Education
Pennsylvania Institute of Certified Public Accountants 1989 — 2015
Certified Public Accountant, Accouting and auditing
Information Systems Audit and Control Association 1993 — 1994
CISA, information systems audit
Pennsylvania State Board of Accountancy 1988 — 1991
CPA, Accounting
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Finance, Accounting
Institute of Chartered Accountants of India 1977 — 1981
FCA, Public Accounting
Kimberly Kramer CWS(R) CAP(R) Kimberly Kramer CWS(R) CAP(R)'s Mellon Bank Experience June 1981 - September 1982
Job President at Legacy Wealth Solutions, Inc.
Industry Financial Services
Experience
Legacy Wealth Solutions, Inc. November 2013 - Present
Legacy wealth solutions, inv 2013 - 2015
Adair Financial Group May 2011 - November 2013
BenchMark Financial Network February 2010 - July 2011
National City Bank, Private Client Group June 2006 - October 2009
PNC Bank, Wealth Management Group April 2002 - June 2006
Cook Real Estate December 1998 - April 2002
Wells Fargo Bank December 1984 - August 1994
Home Federal Savings and Loan January 1983 - December 1984
Mellon Bank June 1981 - September 1982
Skills
Succession Planning, Investment Management, Wealth Management, Investments, Portfolio Management, Estate Planning, Finance, Banking, Management, Leadership, Insurance, Financial Advisory, Training, CRM, New Business Development, Loans, Public Speaking, Strategic Planning, Executive Management, Strategy
Education
University of San Diego 1984 — 1987
MBA, Finance
Westminster College (PA) 1977 — 1981
BA, Business and Economics
Legacy Wealth Solutions, Inc. November 2013 - Present
Legacy wealth solutions, inv 2013 - 2015
Adair Financial Group May 2011 - November 2013
BenchMark Financial Network February 2010 - July 2011
National City Bank, Private Client Group June 2006 - October 2009
PNC Bank, Wealth Management Group April 2002 - June 2006
Cook Real Estate December 1998 - April 2002
Wells Fargo Bank December 1984 - August 1994
Home Federal Savings and Loan January 1983 - December 1984
Mellon Bank June 1981 - September 1982
Skills
Succession Planning, Investment Management, Wealth Management, Investments, Portfolio Management, Estate Planning, Finance, Banking, Management, Leadership, Insurance, Financial Advisory, Training, CRM, New Business Development, Loans, Public Speaking, Strategic Planning, Executive Management, Strategy
Education
University of San Diego 1984 — 1987
MBA, Finance
Westminster College (PA) 1977 — 1981
BA, Business and Economics
Theresa Curto Collins Theresa Curto Collins's Mellon Bank Experience 1995 - 2000
Job District Manager/Vice President at Community Bank NA
Industry Banking
Experience
Community Bank NA May 2008 - Present
First Liberty Bank & Trust September 1995 - May 2008
Mellon Bank 1995 - 2000
Skills
Management, Time Management, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Credit, Banking, Loans, Team Building, Commercial Mortgages, New Business Development, Customer Service, Account Management, Coaching, Retail Banking, Budgets, Risk Management, Financial Analysis, Underwriting, Accounting, Business Planning, Consumer Lending, Customer Satisfaction, Finance, Leadership
Education
University of Scranton 1998 — 2000
Community Bank NA May 2008 - Present
First Liberty Bank & Trust September 1995 - May 2008
Mellon Bank 1995 - 2000
Skills
Management, Time Management, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Credit, Banking, Loans, Team Building, Commercial Mortgages, New Business Development, Customer Service, Account Management, Coaching, Retail Banking, Budgets, Risk Management, Financial Analysis, Underwriting, Accounting, Business Planning, Consumer Lending, Customer Satisfaction, Finance, Leadership
Education
University of Scranton 1998 — 2000
Mark Picillo Mark Picillo's Mellon Bank Experience 1991 - 1995
Job SVP at Summit Financial Resources
Industry Banking
Experience
SUMMIT Financial Resources: Working Capital Financing March 2009 - September 2012
Siemens Financial Services June 2000 - March 2009
FINOVA Capital Corporation 1995 - 2000
Mellon Bank 1991 - 1995
Skills
Credit, Portfolio Management, Banking, Risk, Loans, Asset, Commercial Banking, Compliance, Risk Management
Education
University of Scranton 1989 — 1991
MBA, Finance
University of Marywood 1982 — 1987
Bachelor of Science, Accounting
Madison High School 1978 — 1982
SUMMIT Financial Resources: Working Capital Financing March 2009 - September 2012
Siemens Financial Services June 2000 - March 2009
FINOVA Capital Corporation 1995 - 2000
Mellon Bank 1991 - 1995
Skills
Credit, Portfolio Management, Banking, Risk, Loans, Asset, Commercial Banking, Compliance, Risk Management
Education
University of Scranton 1989 — 1991
MBA, Finance
University of Marywood 1982 — 1987
Bachelor of Science, Accounting
Madison High School 1978 — 1982
Robert Mansmann's Mellon Bank Experience 1976 - 1983
Job EVP, Client Development and Marketing
Industry Financial Services
Experience
Olmstead Associates December 2011 - Present
Capco December 2010 - December 2011
Patni Computer Systems February 2010 - December 2010
Evare, LLC October 2003 - March 2010
Foliage Software 2002 - 2003
CSC Consulting 2000 - 2002
Atlantic Data Services 1999 - 2000
Accenture 1996 - 1999
BEI Golembe 1993 - 1996
Mellon Bank 1976 - 1983
Skills
Financial Services, Capital Markets, CRM, SDLC, Operational Risk, Finance, Fixed Income, Business Analysis, Business Development, Equities, Risk Management, Executive Management, Investment Management, Market Data, Trading Systems, Investment Banking, Wealth Management, Portfolio Management, Derivatives, Banking, Financial Markets, Asset Management, Back Office, Investments, Securities, Bloomberg, Hedge Funds, Mutual Funds
Education
University of Pittsburgh 1976 — 1983
B.S., Business, Accounting
Olmstead Associates December 2011 - Present
Capco December 2010 - December 2011
Patni Computer Systems February 2010 - December 2010
Evare, LLC October 2003 - March 2010
Foliage Software 2002 - 2003
CSC Consulting 2000 - 2002
Atlantic Data Services 1999 - 2000
Accenture 1996 - 1999
BEI Golembe 1993 - 1996
Mellon Bank 1976 - 1983
Skills
Financial Services, Capital Markets, CRM, SDLC, Operational Risk, Finance, Fixed Income, Business Analysis, Business Development, Equities, Risk Management, Executive Management, Investment Management, Market Data, Trading Systems, Investment Banking, Wealth Management, Portfolio Management, Derivatives, Banking, Financial Markets, Asset Management, Back Office, Investments, Securities, Bloomberg, Hedge Funds, Mutual Funds
Education
University of Pittsburgh 1976 — 1983
B.S., Business, Accounting
Michael Donahue's Mellon Bank Experience 1988 - 2002
Job Vice President at Citizens Bank & Trust/Commercial Real Estate and Community Banking
Industry Banking
Experience
Citizens Bank & Trust May 2015 - Present
IBERIABANK January 2011 - April 2015
Hancock Bank 2004 - 2011
Mellon Bank 1988 - 2002
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, SBA, Commercial Mortgages, Deposits, Cash Management, SBA 504, Cash Flow Lending, Investment Properties, Lines Of Credit, Refinance, Treasury Services, Banking Relationships, C, Leadership, Treasury Management, Wealth Management, Asset Management, Loans, Finance, Real Estate Financing, Working Capital..., Remote Deposit Capture, Retail Banking, Banking, Branch Management, Credit, Credit Analysis
Education
University of Pittsburgh 1988 — 1992
Pittsburgh Central Catholic (Go Vikings!)
High School
Citizens Bank & Trust May 2015 - Present
IBERIABANK January 2011 - April 2015
Hancock Bank 2004 - 2011
Mellon Bank 1988 - 2002
Skills
Commercial Banking, Commercial Lending, Small Business Lending, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, SBA, Commercial Mortgages, Deposits, Cash Management, SBA 504, Cash Flow Lending, Investment Properties, Lines Of Credit, Refinance, Treasury Services, Banking Relationships, C, Leadership, Treasury Management, Wealth Management, Asset Management, Loans, Finance, Real Estate Financing, Working Capital..., Remote Deposit Capture, Retail Banking, Banking, Branch Management, Credit, Credit Analysis
Education
University of Pittsburgh 1988 — 1992
Pittsburgh Central Catholic (Go Vikings!)
High School
Randall Vollen Randall Vollen's Mellon Bank Experience August 2001 - March 2003
Job Vice President at PNC Financial Services
Industry Computer Software
Experience
PNC Financial Services May 2011 - Present
Big Brothers Big Sisters August 2009 - May 2011
A.C. Coy August 2008 - August 2009
Prequel Solutions 2008 - August 2009
HyperActive Technologies March 2008 - July 2008
Merrill Lynch January 2007 - October 2007
Home Loan Services June 2006 - February 2007
National City Bank March 2003 - June 2006
Mellon Bank August 2001 - March 2003
National City Bank March 2000 - August 2001
Skills
Business Intelligence, Big Data Analytics, Project Management, SDLC, SharePoint, Data Warehousing, Microsoft SQL Server, Databases, SQL, SSIS, SSRS, Team Leadership, Team Building, OLAP, ETL, Business Analysis, Visual Analytics, CRM, Requirements Gathering, SQL Server, Analysis Services, Data Modeling, OBIEE, HRIS, Informatica, Data Warehouse..., Database Design, Management, Requirements Analysis, SharePoint Designer, Information Architecture, Web Design, System Architecture, PeopleSoft, Solution Architecture, Behavioral Interviewing, Data Architecture, Oracle HR, Oracle SQL, MS Integration Services, Capital Budgeting, Capital Projects, Performance Dashboards, Data Analysis, Tableau, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2007
MBA, Business / Technology
University of Pittsburgh 1996 — 2000
BSIS, Information Science
PNC Financial Services May 2011 - Present
Big Brothers Big Sisters August 2009 - May 2011
A.C. Coy August 2008 - August 2009
Prequel Solutions 2008 - August 2009
HyperActive Technologies March 2008 - July 2008
Merrill Lynch January 2007 - October 2007
Home Loan Services June 2006 - February 2007
National City Bank March 2003 - June 2006
Mellon Bank August 2001 - March 2003
National City Bank March 2000 - August 2001
Skills
Business Intelligence, Big Data Analytics, Project Management, SDLC, SharePoint, Data Warehousing, Microsoft SQL Server, Databases, SQL, SSIS, SSRS, Team Leadership, Team Building, OLAP, ETL, Business Analysis, Visual Analytics, CRM, Requirements Gathering, SQL Server, Analysis Services, Data Modeling, OBIEE, HRIS, Informatica, Data Warehouse..., Database Design, Management, Requirements Analysis, SharePoint Designer, Information Architecture, Web Design, System Architecture, PeopleSoft, Solution Architecture, Behavioral Interviewing, Data Architecture, Oracle HR, Oracle SQL, MS Integration Services, Capital Budgeting, Capital Projects, Performance Dashboards, Data Analysis, Tableau, Leadership
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2004 — 2007
MBA, Business / Technology
University of Pittsburgh 1996 — 2000
BSIS, Information Science
Michael Balzano III Michael Balzano III's Mellon Bank Experience 1997 - 2000
Job Senior Tax Credit & Cost Reduction Advisor at BV Resource Advisors LLC
Industry Financial Services
Experience
BV Resource Advisors LLC February 2015 - Present
Next Step Living October 2014 - March 2015
Zacks Investment Management November 2013 - October 2014
Metlife Resources November 2009 - November 2013
Bank of America/Merrill Lynch Wealth Management September 2006 - December 2009
Wachovia Bank November 2000 - August 2004
Mellon Bank 1997 - 2000
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Insurance, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Retirement, Financial Services, Series 6, Series 7, Alternative Investments, Equities, Investment Management, Health Insurance, Finance, Wealth Management..., Capital Markets, Defined Benefit, Financial Markets, Investment Advisory..., Separately Managed..., Employee Benefits, Defined Contribution, Securities, Hedge Funds, Asset Management, IRAs, Relationship Management, Fixed Income, Loans, Financial Modeling, Life & Health Insurance..., Credit, 401k, Financial Analysis, Risk Management, Life Insurance, Financial Planners, Fixed Annuities, Pensions, Strategic Financial..., Bonds
Education
University of Rhode Island 1980 — 1982
BS/BA, Business - Marketing
BV Resource Advisors LLC February 2015 - Present
Next Step Living October 2014 - March 2015
Zacks Investment Management November 2013 - October 2014
Metlife Resources November 2009 - November 2013
Bank of America/Merrill Lynch Wealth Management September 2006 - December 2009
Wachovia Bank November 2000 - August 2004
Mellon Bank 1997 - 2000
Skills
Retirement Planning, Mutual Funds, Asset Allocation, Financial Advisory, Investment Advisory, Investments, Insurance, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Retirement, Financial Services, Series 6, Series 7, Alternative Investments, Equities, Investment Management, Health Insurance, Finance, Wealth Management..., Capital Markets, Defined Benefit, Financial Markets, Investment Advisory..., Separately Managed..., Employee Benefits, Defined Contribution, Securities, Hedge Funds, Asset Management, IRAs, Relationship Management, Fixed Income, Loans, Financial Modeling, Life & Health Insurance..., Credit, 401k, Financial Analysis, Risk Management, Life Insurance, Financial Planners, Fixed Annuities, Pensions, Strategic Financial..., Bonds
Education
University of Rhode Island 1980 — 1982
BS/BA, Business - Marketing
Rosemary Tokarski's Mellon Bank Experience September 1998 - May 2001
Job Pharmacovigilance Coordinator at Kadmon Pharmaceuticals
Industry Pharmaceuticals
Experience
Kadmon Pharmaceuticals June 2010 - Present
TMS Health September 2008 - June 2010
Hershey Foods/Crossmark June 2001 - May 2010
Mellon Bank September 1998 - May 2001
Skills
Biotechnology, Pharmaceutical Sales, Healthcare, FDA, Product Management, Training, Data Analysis, Sales Operations, Sales, Cardiology, Lifesciences, Project Management, Business Analysis, Computer System..., Test Scripts, Software Project..., Report Writing, SOP authoring, Creation Of Training..., Cinical Research, Analysis, Adverse Event Reporting, D2, Oracle Reports, Life Sciences
Education
University Of Pittsburgh 1980 — 1986
Bachelor of Science, Business Administration, Minor in Marketing, Economics and Mathematics
University of Pittsburgh 1980 — 1986
Bachelor of Science in Business Administration, Marketing, Economics and Mathematics
St. Francis Hospital School of Nursing
Registered Nurse
Kadmon Pharmaceuticals June 2010 - Present
TMS Health September 2008 - June 2010
Hershey Foods/Crossmark June 2001 - May 2010
Mellon Bank September 1998 - May 2001
Skills
Biotechnology, Pharmaceutical Sales, Healthcare, FDA, Product Management, Training, Data Analysis, Sales Operations, Sales, Cardiology, Lifesciences, Project Management, Business Analysis, Computer System..., Test Scripts, Software Project..., Report Writing, SOP authoring, Creation Of Training..., Cinical Research, Analysis, Adverse Event Reporting, D2, Oracle Reports, Life Sciences
Education
University Of Pittsburgh 1980 — 1986
Bachelor of Science, Business Administration, Minor in Marketing, Economics and Mathematics
University of Pittsburgh 1980 — 1986
Bachelor of Science in Business Administration, Marketing, Economics and Mathematics
St. Francis Hospital School of Nursing
Registered Nurse
Michael Dignazio, CPA's Mellon Bank Experience 1992 - 1994
Job Experienced Finance Professional
Industry Management Consulting
Experience
Crossett, Inc. October 2013 - Present
Strategic Source, LLC 2005 - October 2013
Pitt Penn Oil Company 2007 - 2009
Fast Forward, Inc 2001 - 2006
Exonic Systems 1998 - 2001
Thermo Fisher Scientific (formerly Fisher Scientific) 1997 - 1998
Public Accounting 1994 - 1997
Mellon Bank 1992 - 1994
Skills
Accounting, Financial Analysis, Financial Forecasting, Financial Reporting, Business Analysis, Business Intelligence, Business Strategy, Cash Flow, Operating Budgets, Operations Management, Project Management, Management Consulting, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Auditing, Finance, Business Planning, Management, Leadership, Internal Audit, Financial Modeling, Business Process..., Executive Management, Start-ups, Managerial Finance, Risk Management, Forecasting, Strategic Planning, Process Improvement
Education
University of Pittsburgh 1983 — 1988
Bachelors
Crossett, Inc. October 2013 - Present
Strategic Source, LLC 2005 - October 2013
Pitt Penn Oil Company 2007 - 2009
Fast Forward, Inc 2001 - 2006
Exonic Systems 1998 - 2001
Thermo Fisher Scientific (formerly Fisher Scientific) 1997 - 1998
Public Accounting 1994 - 1997
Mellon Bank 1992 - 1994
Skills
Accounting, Financial Analysis, Financial Forecasting, Financial Reporting, Business Analysis, Business Intelligence, Business Strategy, Cash Flow, Operating Budgets, Operations Management, Project Management, Management Consulting, Due Diligence, Entrepreneurship, Mergers & Acquisitions, Auditing, Finance, Business Planning, Management, Leadership, Internal Audit, Financial Modeling, Business Process..., Executive Management, Start-ups, Managerial Finance, Risk Management, Forecasting, Strategic Planning, Process Improvement
Education
University of Pittsburgh 1983 — 1988
Bachelors
Steve Papulak's Mellon Bank Experience 1998 - 2001
Job Managing Director, Business Development at SEI
Industry Financial Services
Experience
SEI 2009 - Present
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2001 - 2008
Mellon Bank 1998 - 2001
Mellon Bank 1989 - 1998
Deloitte 1987 - 1989
Mortgage Computer Applications 1983 - 1987
Skills
Strategy, Asset Managment, Business Development, Financial Services, Investments, Investment Banking, Management, Banking, Business Intelligence, Leadership, Investment Management, Trading, Project Management, Outsourcing, Product Development, Mutual Funds, Equities, Sales, Portfolio Management, Hedge Funds, Asset Management, Business Process, Executive Management, Investment Advisory, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1995
MBA
Weber State University 1982 — 1986
BA
SEI 2009 - Present
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2001 - 2008
Mellon Bank 1998 - 2001
Mellon Bank 1989 - 1998
Deloitte 1987 - 1989
Mortgage Computer Applications 1983 - 1987
Skills
Strategy, Asset Managment, Business Development, Financial Services, Investments, Investment Banking, Management, Banking, Business Intelligence, Leadership, Investment Management, Trading, Project Management, Outsourcing, Product Development, Mutual Funds, Equities, Sales, Portfolio Management, Hedge Funds, Asset Management, Business Process, Executive Management, Investment Advisory, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1995
MBA
Weber State University 1982 — 1986
BA
Ryan Schack, CRPC®'s Mellon Bank Experience May 1996 - July 1999
Job
Industry Financial Services
Experience
Merrill Lynch July 1999 - Present
Mellon Bank May 1996 - July 1999
Skills
Wealth Management, Investments, Series 7, Financial Advisory, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Series 63, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Finance, FINRA, Series 66, Series 9, Series 10, Series 3, Series 31, Securities
Education
University of Pittsburgh 1992 — 1996
BA, Business & Economics
Merrill Lynch July 1999 - Present
Mellon Bank May 1996 - July 1999
Skills
Wealth Management, Investments, Series 7, Financial Advisory, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Series 63, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Finance, FINRA, Series 66, Series 9, Series 10, Series 3, Series 31, Securities
Education
University of Pittsburgh 1992 — 1996
BA, Business & Economics
Michael Capizzi, CFA's Mellon Bank Experience 1995 - 1996
Job Director of Alternative Investments at Allegheny Financial Group
Industry Investment Management
Experience
Allegheny Financial Group July 2008 - Present
Longboat Capital Management, LLC December 2004 - June 2008
University of Pittsburgh 1996 - 2004
Mellon Bank 1995 - 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Investments, Equities, Mutual Funds, Asset Management, Venture Capital, Securities, Investment Advisory, Capital Markets, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2003
MBA
The Pennsylvania State University 1991 — 1995
BS
CFA Institute
Allegheny Financial Group July 2008 - Present
Longboat Capital Management, LLC December 2004 - June 2008
University of Pittsburgh 1996 - 2004
Mellon Bank 1995 - 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Allocation, Portfolio Management, Private Equity, Due Diligence, Investments, Equities, Mutual Funds, Asset Management, Venture Capital, Securities, Investment Advisory, Capital Markets, Wealth Management, Investment Management, Investment Strategies, Fixed Income
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2003
MBA
The Pennsylvania State University 1991 — 1995
BS
CFA Institute
David Eddy's Mellon Bank Experience August 1988 - July 1992
Job Sr. Business Analyst, Digital Business Group at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
Eric Fiore, PMP's Mellon Bank Experience July 2003 - February 2006
Job IT Project Management Professional for Financial Services Companies
Industry Financial Services
Experience
Bank of America September 2011 - March 2015
Bank of America July 2008 - August 2011
Countrywide Bank March 2006 - June 2008
Mellon Bank July 2003 - February 2006
Dreyfus Brokerage Services June 1999 - June 2002
T. Rowe Price September 1996 - May 1999
Smith Barney September 1995 - September 1996
Skills
SDLC, Visio, Risk Management, Business Analysis, Vendor Management, Project Management, Process Improvement, Software Project..., Requirements Analysis, Integration, IT Strategy, Software Development, Business Process, Project Portfolio..., IT Management
Education
University of Southern California 1993 — 1995
Bachelor’s Degree, Business Administration, Finance
Benjamin Franklin High School
Bank of America September 2011 - March 2015
Bank of America July 2008 - August 2011
Countrywide Bank March 2006 - June 2008
Mellon Bank July 2003 - February 2006
Dreyfus Brokerage Services June 1999 - June 2002
T. Rowe Price September 1996 - May 1999
Smith Barney September 1995 - September 1996
Skills
SDLC, Visio, Risk Management, Business Analysis, Vendor Management, Project Management, Process Improvement, Software Project..., Requirements Analysis, Integration, IT Strategy, Software Development, Business Process, Project Portfolio..., IT Management
Education
University of Southern California 1993 — 1995
Bachelor’s Degree, Business Administration, Finance
Benjamin Franklin High School
Tom Dunn's Mellon Bank Experience August 1984 - July 1988
Job Finance and Treasury Executive
Industry Banking
Experience
Ally Financial Inc. June 2011 - Present
SWIFT FINANCIAL CORPORATION December 2006 - May 2011
MBNA / Bank of America January 1999 - January 2006
MBNA Corporation January 1992 - January 1999
MBNA Corporation July 1988 - January 1992
Mellon Bank August 1984 - July 1988
Skills
Risk Management, Portfolio Management, Banking, Credit, Financial Risk, Finance, Corporate Finance, Financial Analysis, Strategy, Strategic Financial..., Investments, Leadership, Program Management, Derivatives, Accounting, Financial Services, Management, Forecasting, Mergers & Acquisitions
Education
University of Pittsburgh 1983 — 1984
MBA, Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1984
MBA
Widener University
BS, Business Management
Ally Financial Inc. June 2011 - Present
SWIFT FINANCIAL CORPORATION December 2006 - May 2011
MBNA / Bank of America January 1999 - January 2006
MBNA Corporation January 1992 - January 1999
MBNA Corporation July 1988 - January 1992
Mellon Bank August 1984 - July 1988
Skills
Risk Management, Portfolio Management, Banking, Credit, Financial Risk, Finance, Corporate Finance, Financial Analysis, Strategy, Strategic Financial..., Investments, Leadership, Program Management, Derivatives, Accounting, Financial Services, Management, Forecasting, Mergers & Acquisitions
Education
University of Pittsburgh 1983 — 1984
MBA, Finance
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1983 — 1984
MBA
Widener University
BS, Business Management
Aaron Edelstein's Mellon Bank Experience May 1989 - January 1995
Job Managing Director, Sage Advisors, LLC
Industry Investment Banking
Experience
Sage Advisors, LLC March 2007 - Present
Mellon Bank May 1989 - January 1995
Deloitte May 1987 - May 1989
Price Waterhouse Management Consultants April 1976 - May 1987
Skills
Mergers & Acquisitions, Strategic Planning, Management Consulting, Business Strategy, Business Development, Strategy, Executive Management, New Business Development, Start-ups, Business Analysis, Risk Management, Entrepreneurship, Leadership, Program Management, CRM, Banking, Strategic Partnerships, Financial Modeling, Project Management, Process Improvement, Accounting, Management, Negotiation, Outsourcing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Accounting and Finance
Sage Advisors, LLC March 2007 - Present
Mellon Bank May 1989 - January 1995
Deloitte May 1987 - May 1989
Price Waterhouse Management Consultants April 1976 - May 1987
Skills
Mergers & Acquisitions, Strategic Planning, Management Consulting, Business Strategy, Business Development, Strategy, Executive Management, New Business Development, Start-ups, Business Analysis, Risk Management, Entrepreneurship, Leadership, Program Management, CRM, Banking, Strategic Partnerships, Financial Modeling, Project Management, Process Improvement, Accounting, Management, Negotiation, Outsourcing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Accounting and Finance
Elizabeth Maddox's Mellon Bank Experience June 1983 - January 1990
Job Sr. Vice President at Heitman
Industry Commercial Real Estate
Experience
Heitman January 1998 - Present
Barclays October 1990 - December 1997
Barclays Investment Bank January 1990 - December 1996
Mellon Bank June 1983 - January 1990
Skills
Real Estate Economics, Portfolio Management, Valuation, Asset Management, Corporate Real Estate, Loan Servicing, Closing and Due..., Leases, Loans, Mortgage Lending, Underwriting, Finance, Commercial Mortgages, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1983
MBA, Finance, General
Heitman January 1998 - Present
Barclays October 1990 - December 1997
Barclays Investment Bank January 1990 - December 1996
Mellon Bank June 1983 - January 1990
Skills
Real Estate Economics, Portfolio Management, Valuation, Asset Management, Corporate Real Estate, Loan Servicing, Closing and Due..., Leases, Loans, Mortgage Lending, Underwriting, Finance, Commercial Mortgages, Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1982 — 1983
MBA, Finance, General
Pablo Fontoura's Mellon Bank Experience March 2004 - January 2005
Job Reporting Group Team Lead at Los Angeles area wealth management firm
Industry Financial Services
Experience
LA area wealth management firm (available upon request) December 2007 - Present
LA area wealth management firm (available upon request) January 2005 - December 2007
Mellon Bank March 2004 - January 2005
AIG SunAmerica May 2003 - March 2004
AIG SunAmerica January 2002 - May 2003
AIG SunAmerica February 2000 - December 2001
Skills
Bloomberg, Fixed Income, Financial Analysis, Asset Managment, Equities, Fixed Income Analysis, Valuation, Investments, Performance Attribution, Microsoft Excel, Bonds, Asset Allocation, Investment Management, Economics
Education
University of Southern California 1995 — 2001
Bachelor of Arts (B.A.), Economics
LA area wealth management firm (available upon request) December 2007 - Present
LA area wealth management firm (available upon request) January 2005 - December 2007
Mellon Bank March 2004 - January 2005
AIG SunAmerica May 2003 - March 2004
AIG SunAmerica January 2002 - May 2003
AIG SunAmerica February 2000 - December 2001
Skills
Bloomberg, Fixed Income, Financial Analysis, Asset Managment, Equities, Fixed Income Analysis, Valuation, Investments, Performance Attribution, Microsoft Excel, Bonds, Asset Allocation, Investment Management, Economics
Education
University of Southern California 1995 — 2001
Bachelor of Arts (B.A.), Economics
Stephanie Salo's Mellon Bank Experience 1996 - March 2001
Job AVP, Senior Project Manager, Product Development at Federated Investors
Industry Investment Management
Experience
Federated Investors December 2008 - Present
Citizens Financial Group: Royal Bank of Scotland July 2004 - December 2008
Group 2 Design 2003 - 2004
Citizens Financial Group 2001 - December 2003
Mellon Bank 1996 - March 2001
Skills
Marketing, Financial Services, Project Management, Business Development, Product Development, Management, Marketing Strategy, Strategy, Banking, Financial Analysis, Business Analysis, Marketing Communications, Product Management, Analytics, Leadership, Vendor Management, Risk Management, Mutual Funds, Direct Marketing, Media Planning, Partnerships, Advertising, Relationship Management, CRM, Market Research, Cross-functional Team..., Competitive Analysis, Account Management, Email Marketing, Investments, Analysis, Process Improvement, Mergers, New Product...
Education
University of Pittsburgh 1991 — 1996
Dual B.A.
Univeristy of Pittsburgh
Federated Investors December 2008 - Present
Citizens Financial Group: Royal Bank of Scotland July 2004 - December 2008
Group 2 Design 2003 - 2004
Citizens Financial Group 2001 - December 2003
Mellon Bank 1996 - March 2001
Skills
Marketing, Financial Services, Project Management, Business Development, Product Development, Management, Marketing Strategy, Strategy, Banking, Financial Analysis, Business Analysis, Marketing Communications, Product Management, Analytics, Leadership, Vendor Management, Risk Management, Mutual Funds, Direct Marketing, Media Planning, Partnerships, Advertising, Relationship Management, CRM, Market Research, Cross-functional Team..., Competitive Analysis, Account Management, Email Marketing, Investments, Analysis, Process Improvement, Mergers, New Product...
Education
University of Pittsburgh 1991 — 1996
Dual B.A.
Univeristy of Pittsburgh
William Eubanks's Mellon Bank Experience 1983 - 1994
Job Director Enterprise Sales & Support
Industry Telecommunications
Experience
Comcast Business Services March 2012 - Present
Comcast Business Services September 2003 - Present
AT&T Broadband Network Solutions September 2001 - Present
FORE Systems 1997 - 2001
StorageTek 1996 - 1997
Computerm Corporation 1994 - 1996
Mellon Bank 1983 - 1994
Skills
Training, Management, Sales, Managed Services, Telecommunications, Leadership, VoIP, MPLS, Telephony, Co-location, Broadband, IP, Direct Sales, Wireless, Ethernet, LAN-WAN, Vendor Management, Solution Selling, Network Design, Salesforce.com, Unified Communications, Cross-functional Team..., Product Management, Cloud Computing, Optical Fiber, Call Centers, Data Center
Education
University of Pittsburgh 1973 — 1974
Comcast Business Services March 2012 - Present
Comcast Business Services September 2003 - Present
AT&T Broadband Network Solutions September 2001 - Present
FORE Systems 1997 - 2001
StorageTek 1996 - 1997
Computerm Corporation 1994 - 1996
Mellon Bank 1983 - 1994
Skills
Training, Management, Sales, Managed Services, Telecommunications, Leadership, VoIP, MPLS, Telephony, Co-location, Broadband, IP, Direct Sales, Wireless, Ethernet, LAN-WAN, Vendor Management, Solution Selling, Network Design, Salesforce.com, Unified Communications, Cross-functional Team..., Product Management, Cloud Computing, Optical Fiber, Call Centers, Data Center
Education
University of Pittsburgh 1973 — 1974
Paul Fyda's Mellon Bank Experience November 1999 - October 2000
Job Foreign Exchange
Industry Financial Services
Experience
Brown Brothers Harriman September 2008 - Present
SunGard March 2007 - September 2008
Brown Brothers Harriman October 2000 - March 2007
Mellon Bank November 1999 - October 2000
Skills
Foreign Exchange..., Foreign Exchange..., Extensive Expertise in..., Global Custody, Corporate Actions, Mutual Funds, Client Service, FX Options, Bloomberg, Client Services, Derivatives, Equities, Financial Markets, Finance, Financial Services, Foreign Exchange, Fixed Income, Trading, Securities, Hedge Funds
Education
University of Pittsburgh 1995 — 1999
Business - Finance
Brown Brothers Harriman September 2008 - Present
SunGard March 2007 - September 2008
Brown Brothers Harriman October 2000 - March 2007
Mellon Bank November 1999 - October 2000
Skills
Foreign Exchange..., Foreign Exchange..., Extensive Expertise in..., Global Custody, Corporate Actions, Mutual Funds, Client Service, FX Options, Bloomberg, Client Services, Derivatives, Equities, Financial Markets, Finance, Financial Services, Foreign Exchange, Fixed Income, Trading, Securities, Hedge Funds
Education
University of Pittsburgh 1995 — 1999
Business - Finance
Mike Vallo's Mellon Bank Experience 1994 - 2000
Job SVP, PNC Bank
Industry Banking
Experience
PNC Bank 2000 - Present
Mellon Bank 1994 - 2000
Federal Reserve Bank 1990 - 1994
Skills
Banking, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Valuation, Mergers
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance / Accounting
Unv of Pittsburgh
BS, Business / Finance
PNC Bank 2000 - Present
Mellon Bank 1994 - 2000
Federal Reserve Bank 1990 - 1994
Skills
Banking, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Valuation, Mergers
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance / Accounting
Unv of Pittsburgh
BS, Business / Finance
Mark Wortmann's Mellon Bank Experience 1999 - 2000
Job VP at Bank of the West Real Estate Industries Division
Industry Real Estate
Experience
Real Estate Industries Division February 2011 - Present
Osprey Real Estate Capital August 2008 - September 2010
Wachovia, A Wells Fargo Company April 2007 - July 2008
HSBC 2004 - 2007
Union Bank 2000 - 2004
Mellon Bank 1999 - 2000
Education
University of Southern California 2000 — 2003
MBA, Real Estate
University of Southern California - Marshall School of Business 2000 — 2003
MBA/MRED, Business Real Estate
Real Estate Industries Division February 2011 - Present
Osprey Real Estate Capital August 2008 - September 2010
Wachovia, A Wells Fargo Company April 2007 - July 2008
HSBC 2004 - 2007
Union Bank 2000 - 2004
Mellon Bank 1999 - 2000
Education
University of Southern California 2000 — 2003
MBA, Real Estate
University of Southern California - Marshall School of Business 2000 — 2003
MBA/MRED, Business Real Estate
Allison Cassiba's Mellon Bank Experience 2000 - 2002
Job Retirement Manager at Siemens
Industry Human Resources
Experience
Siemens February 2014 - Present
Aon Hewitt November 2002 - February 2014
Mellon Bank 2000 - 2002
Skills
Vendor Management, Benefits Administration, Outsourcing, Defined Benefit, Employee Benefits, Process Improvement, Change Management, Performance Management, Project Management, Requirements Gathering, Resource Management, Quality Assurance, Training, Pensions
Education
University of Scranton 1996 — 2000
Siemens February 2014 - Present
Aon Hewitt November 2002 - February 2014
Mellon Bank 2000 - 2002
Skills
Vendor Management, Benefits Administration, Outsourcing, Defined Benefit, Employee Benefits, Process Improvement, Change Management, Performance Management, Project Management, Requirements Gathering, Resource Management, Quality Assurance, Training, Pensions
Education
University of Scranton 1996 — 2000
Sandra Grote's Mellon Bank Experience February 2005 - June 2006
Job Vice President / IT Technology Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Financial June 2006 - Present
BNY Mellon Financial June 2006 - Present
BNY Mellon 1998 - Present
Mellon Bank February 2005 - June 2006
Mellon Bank February 1998 - February 2005
Duquesne Light Company January 1984 - February 1998
Duquesne Light Company 1984 - 1998
Skills
Vendor Management, PMP, Business Analysis, Testing, SDLC, Team Leadership, IT Strategy, Business Requirements, Information Technology, Integration, Project Planning, SharePoint, Software Project..., Business Process..., Management, Visio
Education
University of Pittsburgh 1980 — 1982
BS, Information Science
University of Pittsburgh
B.S, Information Science
BNY Mellon Financial June 2006 - Present
BNY Mellon Financial June 2006 - Present
BNY Mellon 1998 - Present
Mellon Bank February 2005 - June 2006
Mellon Bank February 1998 - February 2005
Duquesne Light Company January 1984 - February 1998
Duquesne Light Company 1984 - 1998
Skills
Vendor Management, PMP, Business Analysis, Testing, SDLC, Team Leadership, IT Strategy, Business Requirements, Information Technology, Integration, Project Planning, SharePoint, Software Project..., Business Process..., Management, Visio
Education
University of Pittsburgh 1980 — 1982
BS, Information Science
University of Pittsburgh
B.S, Information Science
Maryam Muessel's Mellon Bank Experience 1985 - 1988
Job CIO Global Credit, BNP Paribas Asset Management
Industry Financial Services
Experience
BNP Paribas April 2009 - 2011
Fortis Investments 2008 - 2009
Fortis Investments 2004 - 2008
American Capital Access 2001 - 2004
GenRe Securities 2000 - 2001
Prudential Securities 1998 - 2000
SVP, Head of Alternative Investments MBIA 1997 - 1998
CapMAC 1988 - 1997
Mellon Bank 1985 - 1988
Skills
Fixed Income, Credit Derivatives, Investments, Derivatives, Alternative Investments, Portfolio Management, Trading, Banking, Asset Management, Credit, Structured Finance, Capital Markets, Mutual Funds, Risk Management, Investment Management, Structured Products, Hedge Funds, CDO, High Yield, Private Equity, ABS, Bloomberg
Education
Georgetown University
Graduate Program Economics
University of Southern California
BA, Economics
BNP Paribas April 2009 - 2011
Fortis Investments 2008 - 2009
Fortis Investments 2004 - 2008
American Capital Access 2001 - 2004
GenRe Securities 2000 - 2001
Prudential Securities 1998 - 2000
SVP, Head of Alternative Investments MBIA 1997 - 1998
CapMAC 1988 - 1997
Mellon Bank 1985 - 1988
Skills
Fixed Income, Credit Derivatives, Investments, Derivatives, Alternative Investments, Portfolio Management, Trading, Banking, Asset Management, Credit, Structured Finance, Capital Markets, Mutual Funds, Risk Management, Investment Management, Structured Products, Hedge Funds, CDO, High Yield, Private Equity, ABS, Bloomberg
Education
Georgetown University
Graduate Program Economics
University of Southern California
BA, Economics
Bill DeFalco's Mellon Bank Experience 1991 - 1994
Job Senior Vice President, Meridian Bank
Industry Banking
Experience
Meridian Bank November 2010 - Present
e3bank (in organization) April 2008 - October 2010
Fox Chase Bank March 2006 - April 2008
First Financial Bank March 2003 - March 2006
Heritage National Bank 1994 - 1999
Mellon Bank 1991 - 1994
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Real Estate, Commercial Mortgages, Small Business Lending, Mortgage Lending, Banking, Consumer Lending, Loan Origination, Business Development, Underwriting, Due Diligence, Mortgage Banking, Investments, Portfolio Management, Finance, Refinance, Asset Based Lending, SBA, Lines Of Credit, Commercial Real Estate, Credit Risk, Risk Management
Education
University of Scranton 1980 — 1984
B.S., business management
University of Scranton
BS Business Management
Meridian Bank November 2010 - Present
e3bank (in organization) April 2008 - October 2010
Fox Chase Bank March 2006 - April 2008
First Financial Bank March 2003 - March 2006
Heritage National Bank 1994 - 1999
Mellon Bank 1991 - 1994
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Commercial Banking, Real Estate, Commercial Mortgages, Small Business Lending, Mortgage Lending, Banking, Consumer Lending, Loan Origination, Business Development, Underwriting, Due Diligence, Mortgage Banking, Investments, Portfolio Management, Finance, Refinance, Asset Based Lending, SBA, Lines Of Credit, Commercial Real Estate, Credit Risk, Risk Management
Education
University of Scranton 1980 — 1984
B.S., business management
University of Scranton
BS Business Management
Mike Gempe's Mellon Bank Experience November 1992 - May 1993
Job Manager, Product Configuration
Industry Electrical/Electronic Manufacturing
Experience
Eaton Electrical June 2000 - Present
Aerotech May 1993 - June 2000
Mellon Bank November 1992 - May 1993
GUIdance Technology July 1991 - November 1992
Education
University of Pittsburgh 1987 — 1991
BSEE, Electrical Engineer
Eaton Electrical June 2000 - Present
Aerotech May 1993 - June 2000
Mellon Bank November 1992 - May 1993
GUIdance Technology July 1991 - November 1992
Education
University of Pittsburgh 1987 — 1991
BSEE, Electrical Engineer
Thomas Prex's Mellon Bank Experience 1972 - 2001
Job Vice President at NexTier Bank
Industry Financial Services
Experience
NexTier Bank October 2007 - Present
Mellon Bank 1972 - 2001
Skills
Banking, Mergers, Financial Reporting, Pricing, Loans, Credit, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Treasury Management, Credit Analysis, Portfolio Management, Small Business Lending, Lines Of Credit, Commercial Banking, Cash Management, Commercial Mortgages, Cash Flow, Credit Risk, Risk Management, Wealth Management, Underwriting, Mortgage Lending, Deposits, Due Diligence, Financial Modeling
Education
University of Pittsburgh
NexTier Bank October 2007 - Present
Mellon Bank 1972 - 2001
Skills
Banking, Mergers, Financial Reporting, Pricing, Loans, Credit, Mergers & Acquisitions, Commercial Lending, Financial Analysis, Treasury Management, Credit Analysis, Portfolio Management, Small Business Lending, Lines Of Credit, Commercial Banking, Cash Management, Commercial Mortgages, Cash Flow, Credit Risk, Risk Management, Wealth Management, Underwriting, Mortgage Lending, Deposits, Due Diligence, Financial Modeling
Education
University of Pittsburgh
Hal Harley's Mellon Bank Experience January 1994 - December 2003
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC Private Bank January 2013 - Present
Deutsche Bank January 2004 - December 2012
Mellon Bank January 1994 - December 2003
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Wealth Management, Valuation, Investment Management, Derivatives, Series 7, Start-ups
Education
University of South Carolina-Columbia
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
University of South Carolina-Columbia
Master's degree, Clinical Psychology
Widener University School of Law
Doctor of Law (JD)
HSBC Private Bank January 2013 - Present
Deutsche Bank January 2004 - December 2012
Mellon Bank January 1994 - December 2003
Skills
Investments, Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Wealth Management, Valuation, Investment Management, Derivatives, Series 7, Start-ups
Education
University of South Carolina-Columbia
Bachelor of Science (B.Sc.), Pre-Medicine/Pre-Medical Studies
University of South Carolina-Columbia
Master's degree, Clinical Psychology
Widener University School of Law
Doctor of Law (JD)
Martie Towns's Mellon Bank Experience October 1979 - August 1987
Job Small Business Consultant
Industry Financial Services
Experience
Self employed/consultant March 2015 - Present
BNY Mellon January 1999 - August 2014
Consultant Small Business Office Management November 1988 - March 1999
Mellon Bank October 1979 - August 1987
Equibank January 1978 - September 1979
SBC (Service Bureau Company) February 1976 - December 1977
Skills
Treasury Services, Financial Services, Financial Institutions, Finance, Payments, Relationship Management, Banking, SWIFT payments, Payment Systems, Product Management, Portfolio Management, Treasury Management, Cash Management, Electronic Payments, Risk Management, Financial Transactions, Financial Analysis, AML, Commercial Banking, Process Improvement
Education
University of Pittsburgh 1972 — 1976
BS, Economics
Self employed/consultant March 2015 - Present
BNY Mellon January 1999 - August 2014
Consultant Small Business Office Management November 1988 - March 1999
Mellon Bank October 1979 - August 1987
Equibank January 1978 - September 1979
SBC (Service Bureau Company) February 1976 - December 1977
Skills
Treasury Services, Financial Services, Financial Institutions, Finance, Payments, Relationship Management, Banking, SWIFT payments, Payment Systems, Product Management, Portfolio Management, Treasury Management, Cash Management, Electronic Payments, Risk Management, Financial Transactions, Financial Analysis, AML, Commercial Banking, Process Improvement
Education
University of Pittsburgh 1972 — 1976
BS, Economics
Susan Loughner's Mellon Bank Experience June 1988 - November 1997
Job Software Engineer at PNC
Industry Information Technology and Services
Experience
PNC April 2014 - Present
Fiserv January 2001 - December 2013
PNC Bank December 1997 - May 2000
Mellon Bank June 1988 - November 1997
Skills
DB2, IBM Utilities, Endevor, COBOL, Software Design, Relational Databases, VSAM, Requirements Analysis, SDLC, CICS, JCL, SQL, Testing, Endeavor, Requirements Gathering, Mainframe, Regression Testing, Visio, Software Project..., System Testing, Business Requirements, Test Planning, Programming, Integration, Functional..., Software Documentation, User Acceptance Testing, Test Cases, Business Analysis, Quality Assurance, Disaster Recovery, Business Intelligence, Systems Analysis, Fileaid
Education
University of Pittsburgh 1982 — 1984
Bachelor’s Degree, Computer Science, 3.8
PNC April 2014 - Present
Fiserv January 2001 - December 2013
PNC Bank December 1997 - May 2000
Mellon Bank June 1988 - November 1997
Skills
DB2, IBM Utilities, Endevor, COBOL, Software Design, Relational Databases, VSAM, Requirements Analysis, SDLC, CICS, JCL, SQL, Testing, Endeavor, Requirements Gathering, Mainframe, Regression Testing, Visio, Software Project..., System Testing, Business Requirements, Test Planning, Programming, Integration, Functional..., Software Documentation, User Acceptance Testing, Test Cases, Business Analysis, Quality Assurance, Disaster Recovery, Business Intelligence, Systems Analysis, Fileaid
Education
University of Pittsburgh 1982 — 1984
Bachelor’s Degree, Computer Science, 3.8
Paul Sebastian's Mellon Bank Experience May 2005 - November 2006
Job Currently Seeking New Career Opportunities
Industry Financial Services
Experience
Brinker Capital April 2011 - May 2014
BNY Mellon June 2008 - April 2011
PNC December 2006 - June 2008
Mellon Bank May 2005 - November 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Analysis, Accounting, Accounts Payable, Mutual Funds, Management, Valuation, Financial Accounting, Securities, General Ledger, Bonds, Pricing
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science, Applied Mathematics, 2.5
Brinker Capital April 2011 - May 2014
BNY Mellon June 2008 - April 2011
PNC December 2006 - June 2008
Mellon Bank May 2005 - November 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Analysis, Accounting, Accounts Payable, Mutual Funds, Management, Valuation, Financial Accounting, Securities, General Ledger, Bonds, Pricing
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science, Applied Mathematics, 2.5
Scott Desmond's Mellon Bank Experience December 1984 - September 1991
Job Volunteer Computer Consultant at Sherwood Oaks
Industry Investment Management
Experience
Sherwood Oaks March 2015 - Present
Community College of Beaver County August 2014 - Present
Mellon Capital Management January 2008 - August 2014
Mellon Equity Associates October 1994 - December 2007
Mellon Equity Associates October 1991 - September 1994
Mellon Bank December 1984 - September 1991
Equitable Gas Company June 1980 - November 1984
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1992
Masters of Business Administration
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Information Science
Sherwood Oaks March 2015 - Present
Community College of Beaver County August 2014 - Present
Mellon Capital Management January 2008 - August 2014
Mellon Equity Associates October 1994 - December 2007
Mellon Equity Associates October 1991 - September 1994
Mellon Bank December 1984 - September 1991
Equitable Gas Company June 1980 - November 1984
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1992
Masters of Business Administration
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Information Science
Bruce Sharp's Mellon Bank Experience 1996 - 1997
Job Business Lending Advisor
Industry Financial Services
Experience
BB&T February 2014 - Present
BB&T June 2011 - February 2014
BB&T September 2009 - June 2011
BB&T 2005 - 2009
BB&T 2004 - 2005
BB&T 2002 - 2004
BB&T 1999 - 2002
SunTrust Bank 1997 - 1999
Mellon Bank 1996 - 1997
Center for Economic Operations 1994 - 1996
Skills
Sales Leadership, Risk Management, Problem Solving, Mentoring, Sales Leadership..., Financial and Credit..., Credit Analysis, Commercial Banking, Sales Management, Relationship Management, Finance, Wealth Management, Asset Based Lending, Management
Education
University of Pittsburgh-Johnstown 1986 — 1990
Bachelor of Arts (B.A.), Business Economics
BB&T February 2014 - Present
BB&T June 2011 - February 2014
BB&T September 2009 - June 2011
BB&T 2005 - 2009
BB&T 2004 - 2005
BB&T 2002 - 2004
BB&T 1999 - 2002
SunTrust Bank 1997 - 1999
Mellon Bank 1996 - 1997
Center for Economic Operations 1994 - 1996
Skills
Sales Leadership, Risk Management, Problem Solving, Mentoring, Sales Leadership..., Financial and Credit..., Credit Analysis, Commercial Banking, Sales Management, Relationship Management, Finance, Wealth Management, Asset Based Lending, Management
Education
University of Pittsburgh-Johnstown 1986 — 1990
Bachelor of Arts (B.A.), Business Economics
Robert Brogley's Mellon Bank Experience 1972 - 2003
Job SVP and Regional Credit Officer at Northwest Savings Bank
Industry Banking
Experience
Northwest Savings Bank 2004 - Present
Citizens Bank 2003 - 2004
Mellon Bank 1972 - 2003
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Portfolio Management, Consumer Lending, Mortgage Lending, Credit Officer
Education
University of Pittsburgh
Northwest Savings Bank 2004 - Present
Citizens Bank 2003 - 2004
Mellon Bank 1972 - 2003
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Retail Banking, Portfolio Management, Consumer Lending, Mortgage Lending, Credit Officer
Education
University of Pittsburgh
Thomas Faller's Mellon Bank Experience March 1973 - March 1993
Job Tax Preparer at Gutherie Custom Accounting
Industry Accounting
Experience
Gutherie Custom Accounting 2011 - Present
NexTier Bank March 1993 - May 2009
Mellon Bank March 1973 - March 1993
Skills
Tax, Tax Returns, Banking, Financial Analysis, Finance, Accounting, Risk Management, Financial Reporting, Auditing, Cash Management
Education
University of Pittsburgh 1965 — 1969
Bachelor of Arts (BA), Economics
Gutherie Custom Accounting 2011 - Present
NexTier Bank March 1993 - May 2009
Mellon Bank March 1973 - March 1993
Skills
Tax, Tax Returns, Banking, Financial Analysis, Finance, Accounting, Risk Management, Financial Reporting, Auditing, Cash Management
Education
University of Pittsburgh 1965 — 1969
Bachelor of Arts (BA), Economics
Renaissance Capital
Mellon Financial