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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Mellon Bank Employees
CenterPoint Energy September 2008 - Present
Consumers Energy October 2002 - September 2008
Mellon Bank April 1993 - October 2002
Skills
Sarbanes-Oxley Act, Internal Controls, SEC filings, Internal Audit, Auditing, IT Audit, Enterprise Risk..., SAP, Risk Assessment, Risk Management, Process Improvement, CISA, Energy, Governance, Access, Change Management, General Ledger, SOX 404, Account Reconciliation, SAP R/3, Accounts Payable, Sarbanes-Oxley
Education
Robert Morris University 1998 — 1999
Master of Business Administration (MBA)
Robert Morris University 1997 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
The Washington Trust Company July 2012 - Present
RBS Citizens N.A. December 2001 - June 2012
Mellon Bank January 2000 - November 2001
Skills
Credit Analysis, Real Estate Economics, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Finance, Credit Risk, Small Business Lending, Asset Based Lending, Mortgage Lending, Underwriting, Financial Structuring, Banking, Portfolio Management, Loan Origination, Treasury Management, Financial Risk, Cash Management, Financial Modeling, Investments, Bonds, Consumer Lending, Risk Management, Asset Management, Structured Finance, Commercial Mortgages, Lines Of Credit, Fixed Income, Capital Markets, Securities, Wealth Management, Corporate Finance, Mergers & Acquisitions, Strategic Financial...
Education
University of Rhode Island - College of Business Administration 1999 — 2004
Master of Business Administration (MBA)
Providence College 1975 — 1979
Bachelor of Science (B.S.), Accounting
RealtyWEB.Net October 1993 - Present
Metro Market Trends October 1992 - Present
Real Estate Industry Solutions, LLC. January 2010 - December 2012
Thomas G. Carpenter Library July 2008 - September 2012
Florida Realtors January 2010 - December 2011
Joe Klein Consulting Group 1990 - 1993
Tandy Corporation 1987 - 1990
Coldwell Banker 1986 - 1987
NCR 1976 - 1986
Mellon Bank 1964 - 1976
Skills
IT Management, Accounting, Customer Service, Real Estate, Contract Negotiation, Negotiation, Leadership, National Association of..., Selling, Marketing, Real Estate Transactions, Sellers, Marketing Strategy, Management Consulting, Strategy, Management, Commercial Real Estate, Foreclosures, CRM, Investment Properties, Sales, Product Management, New Business Development, Analysis, Market Research, Program Management, Entrepreneurship, Property, Finance
Education
University of Chicago Graham School 2006 — 2007
Certificate in Non Profit Management, Strategies of Non Profit Management
Robert Morris University 1972 — 1976
Bachelor of Science, Business Administration
Ascensus 2014 - Present
Ascensus 2010 - 2013
Ascensus 2005 - 2010
Ascensus 2001 - 2004
Mellon Bank 1997 - 2001
Fidelity Investments 1995 - 1997
Prudential Securities, Inc. 1992 - 1995
Prudential Securities, Inc. 1987 - 1992
Skills
Process Improvement, Operations Management, Executive Management, Financial Services, Vendor Management
Education
Farleigh Dickinson University
Master of Business Administration (M.B.A.), Management and Finance
Rutgers University-New Brunswick
Bachelor's Degree, English and Communication
AlliedBarton Security Services December 2014 - Present
AlliedBarton Security Services December 2013 - October 2014
Chyten Tutoring and Test Prep of Castle Hills October 2010 - March 2014
Primrose School of Forest Creek and Primrose School of North Plano September 2004 - August 2013
Minuteman Press North Dallas January 2007 - March 2009
J P Morgan Chase 2004 - 2006
Bank One Corporation 1996 - 2004
Bank One, Texas 1990 - 1996
Mellon Bank 1984 - 1990
Skills
Employee Relations, Coaching, Operations Management, Strategic Planning, Risk Management, Team Building, Banking, Entrepreneurship, Customer Service, Leadership, New Business Development, Budgets, Sales, Management, Business Planning, Negotiation, Leadership Development, Mergers & Acquisitions, Account Management, Small Business, Security, Business Development, Strategy, Change Management, Business Strategy, Management Consulting, Consulting, Start-ups, Training, Marketing, Time Management, Networking, Program Management, Marketing Strategy, Sales Management, Team Leadership, Organizational..., Process Improvement, Public Speaking, Project Management, Recruiting, Contract Negotiation, Analysis, CRM, Social Networking, Public Relations, Project Planning, Fundraising, Nonprofits, Event Management
Education
Saint Joseph's University 1985 — 1988
MS
Bayer Corporation August 2012 - Present
Carrick Cougars Ice Hockey Association July 2008 - Present
Bayer Business Services (Belcan) April 2011 - August 2012
Mellon Bank May 2005 - August 2005
Skills
Vendor Management, Access, SAP, SharePoint, Project Management, Accounting, Microsoft Excel, Finance, Customer Service, Financial Accounting, Procurement, Corporate Finance, Business Analysis, Time Management, Process Improvement, Lotus Notes, Analysis, Data Analysis, Credit, Credit Analysis, Credit Risk, Credit Scoring, Credit Management
Education
Robert Morris University 2006 — 2010
Bachelor of Science in Business Administration, Finance
Anchor Seals Inc. September 2012 - April 2015
Bar Louie August 2011 - November 2012
Gymboree October 2008 - May 2012
2003Network Parking January 2001 - March 2003
Mellon Bank January 1999 - January 2000
Skills
Management, Customer Service, Sales, Time Management, Retail, Accounting, Research, Accounts Payable, Inventory Management, Inventory Control, Data Entry, Accounts Receivable, Training, Outlook, Access, Microsoft Word, Leadership
Education
Robert Morris College 1994 — 1998
B.S.B.A, Management
Berkshire Hathaway Home Services April 2007 - Present
Koenig & Strey Real Living March 2004 - April 2007
Coldwell Banker Residential Brokerage February 2001 - March 2004
Foote, Cone & Belding April 1990 - March 1992
Chiat/Day/Mojo, Inc, Advertising August 1988 - April 1990
Mellon Bank May 1983 - February 1988
Skills
Sellers, Condos, Townhomes, Single Family Homes, Buyer Representation, First Time Home Buyers, Residential Homes, Real Estate, Negotiation, Listings, Short Sales, New Home Sales, Relocation, Contract Negotiation, Selling, Investment Properties, Foreclosures, Investors, Real Estate Transactions, ABR, Luxury, Seller Representation, Referrals, Real Property, Income Properties, REO, Move Up Buyers, SFR, Buyers, New Homes, Seniors, Vacation Homes, Rentals, Property, Corporate Relocation, Brokerage, Resellers, First Time Home Sellers, Real Estate Development, Customer Engagement, Apartments, Customer Service, Sales
Education
Rosemont College 1980 — 1982
BA, Economics, Social Science
Villanova University 1980 — 1982
Economics
Ocean County College, Toms River, New Jersey 1979 — 1980
A.A. Business Administration, Business Administration and Management, General
St Joseph High School 1974 — 1978
High School
g2G Associates LLC October 2007 - Present
g2G Associates, LLC 2007 - 2014
g2G Associates, LLC 2007 - 2014
Citizens Bank 2001 - 2007
Mellon Bank 1997 - 2001
Mellon Bank 1990 - 1997
Skills
Business Development, Cash Management, Business Planning, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Insurance, Investments, Loans, Management, Portfolio Management, Risk Management, Sales, Strategy, Small Business Lending
Education
Saint Joseph's University 1987 — 1990
M.B.A., Finance, 3.81
Saint Joseph's University 1981 — 1987
B.S., Finance, 3.65
Xerox January 2010 - Present
ACS May 2005 - January 2010
Mellon Bank 2002 - 2005
PricewaterhouseCoopers June 1998 - January 2002
Skills
Disaster Recovery, IT Management, Business Process..., Vendor Management, Service Delivery, Business Analysis, IT Strategy, ITIL, Outsourcing, Visio, Integration, SQL, IT Operations, Enterprise Architecture, PMO, IT Service Management, SDLC, PMP, Requirements Analysis, Business Process, Process Improvement, Software Project..., Active Directory
Education
Rochester Institute of Technology 1990 — 1995
Bachelor of Science (BS), Computer Science
University of California February 2011 - Present
Artistic Collaborations January 2009 - Present
Freelance July 1998 - March 2011
Move, Inc (REALTOR.com / Move.com) 2007 - 2008
Keystone Health Plan Central 1995 - 1997
Mellon Bank 1992 - 1994
Anderson Associates Advertising Agency 1990 - 1992
Skills
Copywriting, Newsletters, Web Content, Email Marketing, Media Relations, Public Relations, Corporate Communications, Editing, Advertising, Video, Internal Communications, Marketing, Journalism, Event Management, Social Media, Proofreading, Brochures, Marketing Communications, Online Advertising, Blogging, Creative Writing, Copy Editing, Feature Articles, Social Media Marketing, Writing
Education
Regent University 2000 — 2003
MA, Communication Studies
Shippensburg University of Pennsylvania
BA, Communication/Journalism
Coldwell Banker December 2014 - Present
RE/MAX Realty June 2013 - October 2014
Coldwell Banker Real Estate 2006 - 2013
Desserts and More Bakery January 1995 - December 2004
Mellon Bank June 1995 - 1997
Skills
Commercial Real Estate, Marketing Strategy, Strategic Planning, Negotiation, Relocation, Strategic Partnerships, Seller Representation, Single Family Homes, Investments, Leadership Development, Buyer Representation, Lead Generation, Business Intelligence, Marketing Research, Restructuring, Real Estate, Small Business, Condos, Residential Homes, Investment Properties, Property, Townhomes, Home Staging, Marketing, Sellers, Referrals, Investors, New Home Sales, Listings, Luxury, Buyers, Property Management, Contract Negotiation, Relocation Buyers, Market Analysis, Corporate Relocation, First Time Home Buyers
Education
Robert Morris University 1990 — 1995
BSBA, Accounting
School of Hard Knocks
Master's degree, Common Sense
Direct Energy Business 2007 - Present
EDMC 2005 - 2007
Dollar Bank 2004 - 2005
Giant Eagle 1997 - 2004
Mellon Bank 1993 - 1997
Skills
Process Improvement, Project Management, Sales, Vendor Management, SDLC, Business Analysis, Change Management, Business Process..., Program Management, PMO, SQL, PMP, Visio, Requirements Analysis, SharePoint, Business Process, Integration, Project Portfolio..., Cross-functional Team..., Requirements Gathering, Data Warehousing, MS Project, Microsoft Project
Education
Central Catholic High School 1976 — 1981
Robert Morris University
Highmark Blue Cross Blue Shield September 2014 - Present
Highmark Blue Cross Blue Shield May 2013 - September 2014
Highmark Blue Cross Blue Shield February 2012 - May 2013
Highmark Blue Cross Blue Shield August 2009 - May 2012
Highmark Blue Cross Blue Shield August 2007 - August 2009
Fiserv March 1998 - March 2005
Mellon Bank May 1985 - March 1998
Skills
Data Warehousing, Requirements Gathering, SDLC, Business Analysis, Business Requirements, Project Management, Project Portfolio..., PMP, Business Intelligence, PMO, CRM, Process Improvement, Requirements Analysis, User Acceptance Testing, Software Development, Oracle, Visio, Software Project..., Systems Analysis, Cross-functional Team...
Education
DeVry University 2010 — 2012
Bachelor of Science, Technolgy Management
Robert Morris University 1983 — 1985
Associate in Science
BNY Mellon 2010 - Present
BNY Mellon 2005 - 2010
Mellon Financial 2001 - 2005
Mellon Financial 1998 - 2001
Mellon Bank 1996 - 1998
Mellon Bank 1995 - 1996
Education
Robert Morris University
B.S.B.A, Finance
Robert Morris University
MBA, Management
Greek Catholic Union of the USA April 2015 - Present
Independent Consultant January 2013 - Present
BNY Mellon April 2008 - January 2013
JP Morgan Chase April 2002 - June 2008
Independent Consultant March 2001 - March 2002
PNC March 2000 - March 2001
Mellon Bank June 1994 - March 2000
SCT June 1991 - June 1994
Mellon Bank June 1987 - June 1991
Computer Specialists Inc. June 1981 - June 1987
Skills
Managed File Transfer, Strategic Planning, Risk Management, Change Management, Mergers, Vendor Management, FTP, FTPS, FTP software, Secure FTP, as3, NDM, VPN, Project Management, COBOL, HTTPS, IT Audit, as2, Credit Card Transaction..., Debit Cards, Outsourcing, Savings Accounts, Service Bureau, IT Management, IT Management Software, IT Relationship..., IT Infrastructure..., IT Service Management, IT Operations Management, CBCA - Certified..., Disaster Recovery, Program Management, Request of Proposal..., development of State of..., Banking Technologies, Cisco Networking, Cisco Routers, SAN, Linux, Microsoft Exchange, VMware Server, RISC6000, AS400 system, Mainframe, Tandem Himalaya, SDLC, Consulting, Information Technology, Integration, Leadership
Education
Point Park University
Bachelor of Applied Science (BASc), Computer Science
Point Park University
Associate of Science (A.S.), Banking and Financial Support Services
CCAC
Associate of Science (A.S.), Computer Science
Bank of New York Mellon November 2014 - Present
Bank of New York Mellon April 1995 - Present
Mellon Bank 1995 - 2008
Mellon Bank 1995 - 2008
Mellon Bank 1995 - 2008
DPM Mellon 2006 - 2007
Skills
Global Custody, Hedge Funds, Fixed Income, Equities, Financial Services, Asset Management, Securities, Client Services, Derivatives, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Risk Management, Alternative Investments, Banking, Bloomberg
Education
Point Park University
MBA, International Business
University of Pittsburgh
BS Business
Fidelity Investments 2007 - Present
Bluesocket 2002 - 2007
Dell Computer 1999 - 2001
Convergenet 1998 - 1999
Cabletron Systems 1993 - 1998
Legent 1990 - 1993
Mellon Bank September 1984 - October 1990
Electronic Data Systems 1981 - 1984
Skills
Networking, F5 BigIP, DNS, Perl, Unix, TCP/IP, Solaris, HP Network Node Manager, HP, Cisco Technologies, Virtualization, Data Center, Cloud Computing, Load Balancing, Firewalls, Network Management..., Linux Server, CiscoWorks, HP Network Automation, HP Operations..., HP ServiceCenter, Cisco IOS, Cisco CatOS, Cisco devices, SNMP & MIBs, Routing Protocols, Java, JavaScript, Unix Shell Scripting, Windows Server, Oracle SQL, MySQL, Python, PHP, OSPF, EIGRP, BGP, Enterprise Architecture, Linux, Hadoop
Education
Robert Morris University 1979 — 1981
BSBA, Accounting, Computer Information Systems
Slippery Rock University of Pennsylvania 1975 — 1977
Mellon Bank 1993 - Present
Skills
Community Outreach, PowerPoint, Microsoft Office, Program Management, Research, Leadership, Customer Service, English, Microsoft Excel, Microsoft Word, Outlook, Windows, Securities, Editing, Nonprofits
Education
University of Pittsburgh Class of '93 1988 — 1993
Humanities Degree BA, Major in Eng Lit, Minor in Phil
Princeton University 1970 — 1975
N/A, Eng. Lit.
Princeton University 1970 — 1975
N/A, English Language and Literature, General, Finished Jr. year
I October 2012 - Present
South Park School District August 2005 - Present
Eat'n Park Hospitality Group April 2001 - June 2003
Raeder Landree, Inc. April 1999 - April 2000
Mellon Bank March 1998 - April 1999
Skills
Staff Development, Higher Education, Leadership Development, Research, Social Media, Strategic Planning, Team Building, Access, Employee Benefits, Process Improvement, Recruiting, Human Resources
Education
Robert Morris University 2002 — 2003
Teaching Certification, Secondary Education and Teaching
University of Pittsburgh 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Flagstar Bank July 2012 - Present
Lender Processing Services, Inc. (LPS) 2011 - July 2012
Lender Processing Services, Inc. (LPS) February 2009 - 2011
AmTrust Bank September 2008 - December 2008
Fiserv Lending Solutions April 1999 - July 2008
Mellon Mortgage Company January 1994 - December 1998
Data Link January 1992 - December 1993
Mellon Bank June 1976 - December 1991
Skills
Asset Management, Banking, Analysis, Business Analysis, Business Intelligence, Business Process..., Business Requirements, CRM, Call Centers, Credit, Credit Analysis, Credit Risk, Customer Service, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Integration, Leadership, Loan Origination, Loan Servicing, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, PMO, PMP, Portfolio Management, Process Improvement, Professional Services, Program Management, Project Management, Relationship Management, Requirements Analysis, Requirements Gathering, Retail Banking, Risk Management, Software Documentation, SDLC, Software Project..., Strategic Planning, Strategy, Training, Underwriting, Vendor Management, Visio
Education
Robert Morris University 1976 — 1982
BS, Accounting
Fiserv September 2010 - Present
Fiserv October 2008 - March 2010
Fiserv November 2006 - October 2008
BNY Mellon February 2000 - November 2006
IBM Global Services June 1997 - February 2000
Banc One Corporation January 1991 - June 1997
Mellon Bank 1977 - November 1990
Skills
Cash Management, Strategic Planning, Consulting, Management, Performance Tuning, Core Banking, Banking, Vendor Management, Financial Services, Executive Management, Process Improvement, Risk Management, Business Analysis, Mergers, Payments, Change Management, Program Management, Leadership, Strategy, Team Leadership, New Business Development, Business Development, Integration, Team Building, Outsourcing, Management Consulting, Sales, Business Strategy, Financial Analysis, Relationship Management, Product Management, Training, Cross-functional Team..., Business Process..., Professional Services, SDLC, Project Portfolio..., Business Transformation, Business Intelligence, Strategic Partnerships, IT Management, Start-ups, IT Strategy, SaaS, Analysis, Account Management, Finance, Governance, Business Process, PMO
Education
Robert Morris University
B.S.B.A., Accounting
UPMC March 2003 - Present
FHLBank Pittsburgh June 1995 - September 2001
Mellon Bank 1991 - 1995
Skills
Computer Proficiency, Microsoft Office, Digital Photography, Microsoft Word, Microsoft Excel, IMS data, Scanners, Computer Hardware..., Computer Software..., Supply Chain Management, Creativity Skills, Customer Service, Process Improvement, Public Speaking, Project Management, Management, PowerPoint
Education
Robert Morris University 1976 — 1978
Stacy L. McGuigan January 2014 - Present
Everyday Celebrations March 2010 - Present
Interconnections for Women January 2011 - Present
National Association of Women Business Owners, South Jersey June 2012 - March 2013
Hurffville Elemenary School September 2007 - Present
HB Litigation Conferences September 2006 - December 2009
KSL Resorts October 2000 - July 2002
Ritz-Carlton September 1994 - January 1998
Mellon Bank September 1991 - June 1994
Skills
Theme Design, Announcements, Event Management, Advertising, Event Planning, Promotions, Public Relations, Social Networking, Special Events, Weddings, Social Media, Marketing, Corporate Events, Networking, Entrepreneurship, Media Relations, Coordinating Events, Entertainment, Trade Shows, Customer Satisfaction, Leadership, Program Management, Newsletters, Parties, Meeting Planning, Live Events, Festivals, Sales, Account Management, Management, Time Management
Education
Glassboro State College
Bachelor of Arts Degree, Mathematics
Shippensburg University of Pennsylvania 1985 — 1988
Rowan University
BA, Mathematics
Upper Darby
Carlynton Jr./ Sr. High School August 2003 - Present
Mellon Bank November 1989 - August 2002
Skills
Teaching, Curriculum Development, Educational Leadership, Curriculum Design, Film, Classroom Management, Teacher Training, Differentiated..., Classroom, Elementary Education, K-12, Lesson Planning, Public Speaking, Educational Technology, Tutoring, Microsoft Office, Staff Development, Research, Instructional Design, Nonprofits
Education
Point Park University 2013 — 2015
Master of Business Administration (MBA), International Business, 3.3
Robert Morris University 1976 — 1978
Bachelor of Business Administration (BBA), Accounting & Business Education
BNY Mellon March 2013 - June 2014
BNYMellon September 2004 - March 2013
Mellon Bank December 1998 - September 2004
Mastech January 1994 - December 1998
Skills
Business Analysis, Equities, Financial Services, Requirements Analysis, Financial Modeling, Financial Analysis, Data Analysis, Risk Management, Investment Banking, Requirements Gathering, Portfolio Management, Banking, Valuation, Process Improvement, Asset Managment, SQL, Analysis, Project Management, Management, Asset Management, Finance
Education
Carnegie Mellon University 2003 — 2006
Master of Public Management, Information Technology
University of Pittsburgh 1999 — 2002
Master of Business Administration (MBA), Accounting and Finance
Robert Morris University 1990 — 1993
Bachelor of Science (B.S.), Finance
Robert Morris University 1990 — 1992
Bachelor of Science (B.S.), Accounting
Mercer Investment Consulting June 2011 - Present
Evaluation Associates May 2001 - June 2011
Taurus Advisory Group 1999 - 2001
The Perkin-Elmer Corp 1995 - 1997
Mellon Bank 1986 - 1990
Continental Can/Continental Group 1982 - 1986
Manufacturers Hanover Trust 1981 - 1982
Lionel D. Edie & Co. 1979 - 1981
Skills
Endowments, Foundations, Socially Responsible..., Retirement Plan..., High Net Worth..., Investments, Asset Allocation, Alternative Investments, Investment Policy, Special Projects, Hedge Funds, Institutional...
Education
Rutgers University-New Brunswick
BA
DLA Troop Support Philadelphia August 2010 - Present
Vericrest Financial, Inc. March 2009 - January 2010
The CIT Group, Inc August 1998 - March 2009
Princeton Financial August 1997 - August 1998
Forte' Systems October 1995 - February 1997
Mellon Bank June 1990 - October 1995
UnloaderUnited Parcel Service May 1984 - September 1989
26th Army Band March 1976 - March 1979
Skills
Process Improvement, Team Building, Problem Solving, Customer Relations, Business Analysis, Mentoring, Analysis, Project Management, Program Management, Customer Service, Troubleshooting, Active Directory, Training, Leadership, Disaster Recovery, Technical Support, Software Installation, System Administration, Access, Windows Server, Network Administration, Telecommunications, Management, Windows, XP, Computer Hardware, Servers, Cisco Technologies, Switches, TCP/IP, Firewalls, Operating Systems, Windows XP
Education
Defense Acquisition University 2010 — 2012
DAWIA Contracting Certification, 1102 Contracting
Rutgers University – Camden 2010 — 2010
Ceritfication, PMP Project Managment /Primavera
University of Phoenix 2007 — 2009
Master, Business Administration / Technology Management
Lincoln Technical Institute 1987 — 1989
Technology Diploma, Electronics
Philadelphia College of Bible 1979 — 1983
Bachelor of Science
Market Street Homes, Market Street Financial Solutions February 2015 - Present
Market Street Financial Solutions May 2009 - Present
Hammer coaching 1991 - 2014
Regents Bank January 2002 - May 2009
Mellon Bank 1998 - 2002
Union Bank 1988 - 1998
Bank of America 1985 - 1987
Skills
Commercial Real Estate, Banking, Loans, Business Development, Finance, Real Estate Financing, Strategy, Corporate Law, Real Estate Transactions, Mortgage Banking, Asset Based Lending, Investors, Commercial Mortgages, Funding, Small Business, Investments, Private Equity, Coaching, Commercial Banking, Disposition, Portfolio Management, Mergers & Acquisitions, Asset Management, Underwriting, Brokerage, FHA, Consulting, Real Estate, Refinance, Loan Origination, Real Estate Economics, Financial Structuring, Due Diligence, Real Estate Development, Financial Analysis, Commercial Lending, Credit Analysis, Credit, Valuation, Executive Management, Small Business Lending, Mortgage Lending, Investment Properties
Education
Pomona College 1981 — 1985
BA, Philosophy, Economics, Finance
Point Loma High 1978 — 1981
N/A August 2013 - Present
Highmark June 2010 - July 2013
Highmark July 2008 - June 2010
Highmark August 2001 - June 2008
Whittman-Hart / marchFIRST November 1998 - April 2001
Fiserv February 1998 - November 1998
Mellon Bank June 1994 - January 1998
Skills
Business Intelligence, PMP, Change Management, Data Warehousing, Business Process, Cross-functional Team..., Project Planning, Business Requirements, Strategy, Program Management, Business Analysis, Project Management, Requirements Gathering, ERP, Integration
Education
Robert Morris University 1982 — 1985
Washington Metropolitan Area Transit Authority March 2011 - Present
Tripoint Constructon March 2010 - January 2012
Rutgers University January 2009 - January 2010
NJ Transit 2009 - 2010
University of Pennsylvania June 2008 - December 2008
Independent Consultant April 2005 - June 2008
Horizon NJ Health June 2004 - April 2005
RichardsApex May 2003 - June 2004
Technology Group April 1998 - November 2002
Mellon Bank April 1996 - April 1998
Education
IP Systems 2009 — 2010
Certificate, Primavera 6.2
Lockheed Martin 2009 — 2010
Certificate, Commercial Green Belt, Lean Six Sigma
Rutgers University – Camden 2009 — 2010
Certificate, Project Management
Rutgers University – Camden 2009 — 2010
Certificate, Green Belt (Lean Six Sigma)
OSHA 2009 — 2009
Certificate, 29 CFR 1910.120 (e)(8) Hazardous Waste
Cisco 2005 — 2006
Certificate, CCNA
Microsoft 2003 — 2004
Certificate, MCSE
Rutgers University – Camden 1991 — 1998
Computer Science
Computech 1995 — 1995
Certificate, A+
Novell 1995 — 1995
Certificate, ECNE
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
CNLBank LfC Team Leader - funding/processingWashington MutualSeptember 2003 - September 2008
Fiserv October 1998 - January 2003
fiserv 1998 - 2003
Mellon Bank September 1996 - October 1998
mellon bank 1996 - 1998
National City Bank September 1979 - January 1996
Education
Robert Morris University 1982 — 1984
AA, Business Administration
High School 1974 — 1978
Diploma, Business Administration
Le Creuset October 2012 - Present
Green Mountain Coffee Roasters September 2010 - October 2012
Green Mountain Coffee Roasters February 2009 - September 2010
Timberland February 2005 - January 2009
Timberland November 2003 - February 2005
Novell, Inc. / SilverStream Software May 2000 - December 2002
Mellon Bank February 1999 - May 2000
National MENTOR, Inc. June 1994 - February 1999
Skills
Cross-functional Team..., Brand Management, Marketing Strategy, Product Marketing, Marketing, Product Development, Leadership, Brand Development, Marketing Communications, Sales Operations, Customer Insight, Strategy, Management, Sales, Market Planning, Strategic Planning, Product Launch, Event Management, Budgets, Marketing Management, Team Building, Trade Shows, Consumer Products, Program Management, Competitive Analysis, Market Research, P&L Management, Marketing Research
Education
Saint Bonaventure University 1990 — 1994
BA
Holy Family Regional Catholic School May 2010 - Present
Harte-Hanks February 2002 - May 2009
Harte-Hanks May 1996 - February 2002
LDC Systems March 1984 - February 2002
Reliance Insurance June 1999 - September 2000
PNC Bank January 1995 - January 1997
Mellon Bank March 1984 - May 1995
ARCO Chemical June 1988 - September 1991
NL Industries June 1977 - March 1984
Girard Bank October 1972 - June 1977
Education
Saint Joseph's University 1969 — 1977
Bachelor of Science, Business Administration / Management
Father Judge High School 1962 — 1966
Essentials Consulting, LLC August 2014 - Present
NuView Technologies, LLC February 2012 - Present
Black Box Network Services June 2014 - August 2014
K&L Gates February 2000 - February 2012
Arthur Andersen April 1998 - February 2000
First Union (now Wells Fargo) June 1997 - March 1998
Mellon Bank 1991 - 1997
Skills
IT Strategy, Program Management, Management Consulting, Project Portfolio..., Entrepreneurship, Leadership Development, Team Leadership, Relationship Management, Mentoring, Coaching, Recruiting, Organizational..., IT Relationship..., SharePoint, PMO, Process Improvement, CRM, Project Management, Change Management, Governance, PeopleSoft, Knowledge Management, Strategic Planning, Project Planning, Business Analysis, Business Process..., Human Resources, Enterprise Content..., HRIS, Talent Management, Professional Services..., Strategic Roadmaps, Technology Roadmapping, HR Service Delivery, Project Management..., CIO Advisory Services, Demand Management, Change Leadership, IT Governance, Legal Technology, Daptiv PPM, Communications Planning, Enterprise-wide..., global HCM, PMP, Mergers & Acquisitions, Acoustic Guitar, Business Relationship..., Data Center Relocation
Education
Robert Morris University 1981 — 1985
BSBA, Management
Honeywell Scanning & Mobility June 2012 - Present
Municipality of Murrysville June 2012 - Present
East Suburban Citizen Advocacy (ESCA) May 2011 - Present
I Lead with Integrity, Inc. January 2010 - January 2013
Federal Reserve Bank of Cleveland October 1987 - February 2012
Mellon Bank July 1985 - October 1987
Skills
Operations Leadership, Process Improvements, Strategy Formulation, Risk Management, Compliance, Project Management, Employee Engagement, Program Development and..., Culture Change, Employee Relations, Employee Survey Planning, Metrics and..., Employee Recognition, Recruitment and..., Organizational..., Recruiting, Operations Management, Project Planning, Human Resources, Training, Process Improvement, Onboarding, Talent Acquisition, Leadership, Employee Benefits, Management, Cross-functional Team..., Budgets, Interviews, Workforce Planning, Performance Management, Policy, Vendor Management, Coaching, Personnel Management, Payroll, Applicant Tracking..., Talent Management, Strategy, Succession Planning, Deferred Compensation, HRIS, Career Development, PeopleSoft, Executive Management, Benefits Administration, Change Management, HR Policies, Employee Training, New Hire Orientations
Education
Leadership Pittsburgh 2010 — 2011
Class XXVII
Project Management Institute 2007 — 2007
PMP, Project Management Credential
Human Resources Certification Institute 1999 — 1999
SPHR, Human Resources
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1990
MBA, Business
Saint Mary's College 1981 — 1985
BBA, Business Management and Marketing
Thermo Fisher Scientific February 2010 - Present
THERMOFISHER SCIENTIFIC CO January 1996 - Present
COMMERCIAL CREDIT FINANCE COMPANY January 1994 - January 1996
KAUFMAN'S January 1992 - January 1994
Mellon Bank January 1981 - January 1992
Skills
Accounts Receivable, Credit, Excel, Outlook, Word, Account Management, Invoicing, Teamwork, Reconciliation, Customer Service, Process Improvement, Accounting, Credit Risk, Payments, Problem Solving, Credit Control, Negotiation, Spreadsheets, Supervisory Skills, Compliance, Microsoft Office, Portfolio Management, Banking
Education
Robert Morris University 1970 — 1974
Robert Morris University
Bachelor of Science Degree, Marketing
Long Term Care Resources November 2013 - Present
Genworth Financial June 2009 - November 2013
GreenPoint Mortgage December 2004 - September 2007
Mellon Bank September 1992 - June 1995
Continental Bank May 1979 - September 1992
Skills
Long Term Care Insurance, Long-term Care
Education
University of Illinois at Urbana-Champaign 1975 — 1979
LAS, Finance
Quinlan School of Business, Loyola University Chicago
MBA, Finance
Lafayette Housing Authority June 2014 - Present
Purdue University May 2004 - May 2012
NiSource March 2000 - May 2004
Mellon Bank December 1995 - November 1996
Skills
Higher Education, SAP, Lawson, Hyperion Enterprise, Excel, Microsoft Office, Accounting, Payroll, Variance Analysis, Invoicing, Financial Statements, Consolidation, Accruals, Training, Teamwork, Access, Spreadsheets, Financial Analysis, Account Reconciliation, Financial Reporting, QuickBooks, Accounts Payable, Financial Accounting, Accounts Receivable, Data Analysis, PeopleSoft, General Ledger, Interviews, Cost Accounting, Internal Controls, PowerPoint, Bookkeeping, Journal Entries, Sarbanes-Oxley Act, Managerial Finance, Budget Process, Microsoft Word, Revenue Recognition, Sarbanes-Oxley, Cognos, Management Accounting, Supervisory Skills, Outlook, Fixed Assets, Bank Reconciliation, Administration, SEC filings, Analysis, Budgets, Internal Audit
Education
Robert Morris University 1994 — 1995
Taxation
Robert Morris University 1989 — 1994
Bachelor of Science, Business Administration; Accounting
PNC June 2015 - Present
PNC Financial Services Group October 2006 - May 2015
PNC Bank August 2004 - September 2006
PNC Financial Services Group December 1998 - July 2004
Mellon Bank June 1995 - November 1998
Skills
Financial Analysis, Banking, Forecasting, Budgets, Management, Product Management, Finance, Marketing, Strategy, Portfolio Management, Sales, Pricing, Strategic Planning
Education
Robert Morris University 1995 — 1998
MBA, Business
University of Pittsburgh 1991 — 1995
BA, Business and Economics
North Catholic
High School, High School/Secondary Diplomas and Certificates
Greater Pittsburgh Travel December 2012 - Present
Ponzio International Travel June 2000 - November 2012
Mellon Bank February 1996 - May 2000
Skills
Italian, Customer Service, Greek, Travel Planning, Leisure Travel, Travel Arrangements, Travel Writing, Travel Management, Travel, Travel Photography, European History, Asian Studies, Management, Sales Management, Office Management, Open Office, Agency Relationship..., Tourism, Tour Planning, Sales, Translation, Social Media, Business Travel, Hotels, Leisure, Event Management
Education
Harcourt Learning Direct 1999 — 2000
Associates, Tourism, Geography, Cultures, European History
Robert Morris University 1997 — 1998
Associates, Finance
Pinnacle Philanthropy Partners January 2009 - Present
Pinnacle Paso Finos May 2004 - Present
Bank of America January 2007 - January 2009
First Union January 1996 - March 2006
Wachovia 1996 - 2006
Wachovia Bank(Wells Fargo) 1996 - 2006
Wachovia, A Wells Fargo Company 1996 - 2006
Fleet Bank February 2003 - December 2005
Union Trust February 1988 - February 1993
Mellon Bank July 1970 - January 1988
Skills
Philanthropy, Committees, Investments, Non-profits, Planned Giving, Grants, Donor Relations, Board Development, Wealth Management, Leadership, Volunteer Management, Fundraising, Strategic Planning, Strategy, Nonprofits, Charities, Program Management, Marketing, Public Speaking, Management, Training
Education
Robert Morris University
business, accounting
Coldwell Banker Real Estate Services January 2006 - Present
Northwood Realty Services February 1999 - January 2006
Mellon Bank 1982 - 1997
Skills
Real Estate, First Time Home Buyers, Investment Properties, Residential Homes, Real Estate Transactions, Relocation, Listings, Buyer Representation, New Home Sales, Short Sales, Move Up Buyers, Sellers, Townhomes, Single Family Homes, ABR, Buyers, REO, New Homes, Referrals, Selling, FHA, Real Property, e-PRO, Rentals, Condos, Listing Homes, Relocation Buyers, Sales
Education
Bradford Business School
Business
Robert Morris University
Business
IBM Global Services May 2013 - Present
IBM Global Services April 2012 - May 2013
IBM Global Services 2001 - April 2012
AstraZeneca PLC 1999 - 2001
AstraZeneca 1998 - 1999
AstraZeneca 1994 - 1998
Zeneca 1989 - 1994
Mellon Bank 1982 - 1988
Skills
Customer Relations, Service Delivery, IT Service Management, Service Management, Customer Satisfaction, People Management, PMP, Cross-functional Team..., ITIL, Quality Assurance, Software Documentation, IT Strategy, Customer Service, Outsourcing, Team Leadership, Vendor Management, Management, Data Center, CRM, Change Management, PMO, Disaster Recovery, Project Portfolio..., Project Management, Knowledge Management, Program Management, Unix, Virtual Teams, Sla, Leadership, Process Improvement, Global Delivery, Project Delivery, IT Outsourcing, IT Management, SDLC, Business Process, Integration, Incident Management, IT Operations, Solution Architecture, Governance
Education
Rosemont College 1978 — 1982
BA, Mathematics
Marple Newtown High School 1974 — 1978
College Prep
Direct Energy June 2015 - Present
Direct Energy January 2013 - Present
Black Box Network Services 2004 - 2012
Castle Cheese, Inc. 2001 - 2004
Pappan's Family Restaurants January 2000 - April 2001
ARL, Inc. 1997 - 2000
Kaplan Sipos & Associates 1996 - 1997
Mellon Bank 1994 - 1996
Louis Plung & Company, LLP May 1993 - December 1994
Skills
CPA, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Strategic Planning, Motivated self-starter, Business Strategy, Business Continuity..., General Ledger, Auditing, Accounting, Forecasting, CGMA, Leadership, Team Building, Internal Audit, Budgets, Variance Analysis, Accounts Payable, Management, Financial Analysis, Consolidation, Accounts Receivable, Finance, GAAP, Managerial Finance
Education
Robert Morris University 2010 — 2012
MBA
Robert Morris University 1989 — 1993
BSBA, Accounting
Penn-Traffford School District August 2005 - Present
Westmoreland County Community College January 2009 - April 2012
Penn State University - Greater Allegheny January 2005 - April 2010
Seton Hill University August 2002 - April 2004
Commercial Bank July 1999 - February 2004
Mellon Bank June 1997 - July 1999
Finish Line April 1996 - June 1997
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Management, Data Analysis, Administration
Education
Robert Morris University 2004 — 2005
Teaching Certification in Business, Computers and Technology K - 12, Education
Seton Hill University 1999 — 2000
Master of Business Administration (M.B.A.), Business
University of Pittsburgh-Greensburg 1992 — 1996
Bachelor of Science (B.S.), Business Management
IAGNOSIS March 2013 - Present
Coventry Health Care August 2005 - March 2013
ServiceLink 2003 - 2005
Mellon Bank, AFCO Division 2001 - 2003
Modis 1996 - 2001
Mellon Bank 1994 - 1996
UEC 1991 - 1994
Skills
Program Management, PMP, SDLC, PMO, MS Project, Process Improvement, IT Governance, Software Project..., Risk Management, Operations Management, Management, Executive Management, Solution Implementation, Creative Problem Solving, Relationship Management, Software Development, Business Process, Resource Management, Business Process..., Business Analysis, Requirements Analysis, Enterprise Software, Enterprise Architecture, IT Management, Strategy, Solution Architecture, Business Intelligence, Project Portfolio..., Integration, IT Strategy, Vendor Management, Disaster Recovery, Governance, Project Management, SOA, Requirements Gathering, Change Management, Leadership, Outsourcing, Software Documentation, Team Leadership, Information Technology, Quality Assurance, Start-ups, Project Planning, Visio, Testing, SharePoint
Education
Robert Morris University 1988 — 1992
BS, Computer Information Systems
Standish Mellon Asset Management April 2008 - Present
Mellon Finacial Markets August 2003 - June 2008
Mellon Bank May 1998 - August 2003
Mellon Bank November 1989 - May 1998
Skills
Mutual Funds, Equities, Alternative Investments, Derivatives, Bloomberg, Trading, Securities, Bonds, Series 7, Relationship Management, Wealth Management, Series 63, Financial Markets, Portfolio Management, Financial Analysis
Education
Robert Morris University
Finance, General
PSE Professional Systems Engeneering October 2012 - February 2013
SUNOCO INC October 1988 - November 2012
ASIS International 1997 - 2002
ASIS International 1997 - 2002
Mellon Bank January 1987 - October 1988
State of NJ May 1976 - October 1988
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Business Administration/Economics
Robert W. Baird March 2008 - Present
University Club of Chicago 2013 - 2014
William Blair & Company December 1993 - March 2008
Westpac Banking Corporation 1985 - 1993
Mellon Bank 1982 - 1985
Skills
Series 7
Education
The University of Chicago 1985 — 1989
MBA, Finance, Marketing
Princeton University 1977 — 1981
AB, Economics
Thermo Fisher Scientific March 2009 - Present
Thermo Fisher Scientific September 2007 - March 2009
Thermo Fisher Scientific April 2006 - August 2007
Fisher Scientific April 2005 - April 2006
Thermo Fisher Scientific January 2005 - April 2005
Thermo Fisher Scientific November 2003 - January 2005
Thermo Fisher Scientific August 2001 - November 2003
Testa Consulting Services, Inc. 1998 - 2001
Mellon Bank 1996 - 1998
Thermo Fisher Scientific 1991 - 1996
Skills
Business Intelligence, Data Warehousing, ETL, Requirements Analysis, Databases, Management, Data Quality, SDLC, Oracle, SQL, PL/SQL, Unix, Requirements Gathering, Business Process, Project Management, COBOL, Analysis, Data Modeling, Cognos, Integration, Database Design, Data Analysis, Project Planning, Visio, Software Project..., Systems Analysis, Software Development, ITIL, Informatica, OLAP, Dashboard, IT Management, Analytics
Education
Robert Morris University 1993 — 1999
BSBA, Information Technology
West Allegheny High School 1979 — 1983
Diploma
EDMC December 2013 - Present
OpenArc, LLC. August 2013 - November 2013
ServiceLink May 2011 - June 2013
Allegheny Valley Bank November 2009 - May 2011
Mellon Financial Corporation/Bank of New York Mellon October 1998 - September 2008
Mastech 1998 - 1998
Allegheny Health and Research Foundation (AHERF) 1997 - 1997
Mellon Bank 1995 - 1997
Federal Reserve Bank of Cleveland 1990 - 1995
Common Pleas Court of Allegheny County 1989 - 1990
Skills
SDLC, Management, Requirements Analysis, Business Analysis, Process Improvement, Leadership, Vendor Management, Risk Management, Visio, Team Leadership, Team Management, Project Management, Team Building, Software Documentation, Analysis, Consulting, Coordination, PowerPoint, Information Security
Education
Robert Morris University 1985 — 1989
BSBA, Computer Information Systems
Brentwood Bank August 2007 - Present
Black Box Network Services October 2006 - August 2007
Crown Castle 2000 - 2002
Mellon Bank 1989 - 1994
Equibank 1984 - 1985
Federated Investors 1981 - 1982
Skills
New Business Development, Team Building, Customer Relations, Fundraising, Strategic Planning, Customer Service
Education
Robert Morris University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.)
University of South Florida, Tampa
Florida Trust School Certification
Fiserv EFT January 2012 - Present
Fiserv EFT March 2011 - January 2012
First Data Corporation November 2008 - February 2010
First Data Corporation February 2006 - November 2008
FULTON FINANCIAL, INC June 2005 - February 2006
Union National Community Bank April 2001 - October 2004
Union National Community Bank April 2000 - April 2001
Mellon Bank November 1998 - March 2000
FIRST UNION/CORESTATES BANK December 1996 - September 1998
CoreStates Bank September 1995 - June 1996
Skills
Product Development, Product Marketing, Customer Service, Call Center, Banking, Customer Relations, Advertising, Product Management, E-commerce, Sales, Account Management, Strategic Partnerships, Strategy, Program Management, Project Management, Direct Marketing, Salesforce.com, Call Centers, New Business Development, Management, Leadership, Marketing, Training, B2B, Financial Services, Debit Cards, Negotiation, Analysis, Vendor Management
Education
Rider University 1991 — 1992
Bachelor of Arts, History
Trinity High School 1975 — 1979
NasdaqOMX July 2008 - Present
NasdaqOMX July 2008 - Present
Philadelphia Stock Exchange December 1988 - July 2008
Mellon Bank July 1983 - December 1988
Education
Rowan College at Burlington County 1990 — 1992
Lyons Technical Institute 1981 — 1983
Technical
Collingswood High School 1977 — 1981
High School Diploma
HOWARD HANNA REAL ESTATE April 2005 - Present
Equity One 2000 - 2001
Equity One -Banco Popular NA 2000 - 2001
PNC Bank 1995 - 2000
Mellon Bank 1993 - 1995
Total Systems Technology 1991 - 1993
Education
Robert Morris University 1990 — 1993
University of Pittsburgh 1988 — 1989
Bishop McDevitt High School 1984 — 1988
Mellon Bank September 1996 - October 2000
Local Retail Company September 1984 - August 1996
Skills
Customer Service, Microsoft Excel, Financial Analysis, Sales, Marketing, Account Management, Financial Reporting, Public Speaking, Forecasting, Accounting, Microsoft Word
Education
Robert Morris University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 1980 — 1984
BSBA, Marketing
IDEXX Laboratories May 2015 - Present
IDEXX Laboratories August 2013 - Present
IDEXX Laboratories April 2011 - August 2013
IDEXX Laboratories August 2010 - April 2011
IDEXX Laboratories January 2010 - July 2010
IDEXX Laboratories October 2006 - January 2010
Gorham House of Pizza August 2005 - December 2006
Baker Newman & Noyes June 2002 - August 2005
Mellon Bank June 1998 - July 2001
John Hancock Financial Network June 1997 - June 1998
Skills
Marketing Communications, Strategic Planning, Product Management, Product Development, Trade Shows, Marketing Management, Product Launch, Integrated Marketing, Market Analysis, Account Management, CRM, Sales, Sales Management, Strategy, Business Development, Sales Process, Direct Marketing, Team Leadership, Marketing, Brand Management, Product Marketing, Market Planning, Medical Devices, Brand Development, Brand Awareness, Marketing Strategy, Advertising, B2B, Lead Generation, B2B Marketing, Multi-channel Marketing, Digital Marketing, Segmentation, Cross-functional Team..., Management, Leadership, Competitive Analysis, Customer Retention, Sales Operations, Public Relations
Education
St. Joseph's College (ME)
Marketing
NetApp June 2010 - Present
IBM May 2002 - March 2010
IBM/Transarc June 1998 - May 2002
Mellon Bank June 1996 - June 1998
Mellon Bank March 1991 - June 1996
Skills
Websphere, Java Enterprise Edition, Linux, WebSphere Application..., Eclipse, Perl, SOA, Web Services, AIX, IT Strategy, Apache, Java, REST, Testing, Distributed Systems, Unix, Continuous Integration, Storage, WebSphere
Education
Robert Morris University 2002 — 2005
BS, Information Science, 4.0
Aramark May 2014 - Present
The SI Organization, Inc. (formerly, Lockheed Martin EIG) June 2009 - May 2014
Wyeth May 2007 - June 2009
Lockheed Martin 1998 - 2007
Mellon Bank 1996 - 1998
Skills
Executive Coaching, Labor Relations, Talent Management, Talent Acquisition, Pensions, Employee Stock Options, Compensation & Benefit, Management Consulting, Succession Planning, Performance Management, Executive Management, Human Resources, Organizational..., Change Management, Leadership, Strategy, Personnel Management, Coaching, Leadership Development, Deferred Compensation, Management, Executive Search, Strategic Planning, Workforce Planning, Employee Engagement, Onboarding, College Recruiting, Employee Benefits, Organizational..., Consulting
Education
Temple University 1992 — 1996
Business Administration, Finance and Human Resources
Rutgers University-New Brunswick 2004 — 2005
Executive Masters, Human Resources Leadership
Moorestown High 1988 — 1992
Performa Limited (US), LLC August 2012 - Present
Thomson Horstmann & Bryant, Inc. December 2010 - October 2014
Loring, Wolcott & Coolidge August 2011 - August 2012
Old Mutual Asset Management 1999 - October 2010
eSecLending May 2001 - May 2006
United Asset Management Trust Company December 1999 - May 2001
Grantham Mayo Van Otterloo 1997 - 1999
Mellon Bank May 1995 - December 1997
Education
Saint Anselm College 1991 — 1995
BS, Accounting
Hudson High School 1988 — 1991
High School Diploma, College Prep
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
The Bank of New York Mellon July 2010 - Present
Bank of New York Mellon March 2008 - July 2010
BNY Mellon May 2006 - March 2008
Mellon Bank May 2005 - April 2006
BNY Mellon August 2000 - May 2005
Skills
Banking, Management, Financial Services, Lockbox, Relationship Management, Risk Management, Client Services, Portfolio Management, Vendor Management, Cash Management, Payments
Education
Robert Morris University 2007 — 2010
BS, Organizational Studies
Metrosolutions August 2009 - Present
Fidelity Investments December 1995 - December 2008
Fidelity Investements 1994 - 2008
Fleet Bank April 1994 - December 1995
Mellon Bank June 1989 - June 1993
Prime Computer 1984 - 1989
Skills
Vendor Management, Business Analysis, Financial Services, Process Improvement, Program Management, Risk Management, Requirements Analysis, Enterprise Architecture, IT Strategy, Agile Methodologies, Investments, Equities, Project Management, Business Intelligence, Business Process..., SDLC
Education
University of Notre Dame - Mendoza College of Business 1980 — 1982
MBA, Accounting and Finance
Saint Anselm College 1976 — 1980
B. A., Economics and Business
RAND July 2003 - September 2009
PNC Advisors September 2000 - February 2002
PNC Bank June 1999 - September 2000
Mellon Bank March 1998 - May 1999
Blue Cross and Blue Shield November 1997 - February 1998
SouthTrust Bank November 1995 - November 1997
Mantissa Corporation September 1993 - August 1995
Robert Morris College August 1992 - August 1993
Education
Robert Morris University 1989 — 2003
BS, Computer Information Systems
TD Bank Financial Group August 2014 - Present
TD Bank Financial Group May 2012 - August 2014
TD Bank Financial Group December 2007 - May 2012
Citizens Financial Group 2001 - 2007
Mellon Bank 1997 - 2001
Sands Hotel Casino 1992 - 1997
Competitive Media Reporting 1990 - 1991
Caesars Atlantic City 1985 - 1991
Skills
Succession Planning, Onboarding, Workforce Planning, Deferred Compensation, Talent Management, Employee Engagement, Performance Management, Applicant Tracking..., Employee Benefits, Talent Acquisition, Employee Relations, Benefits Administration, HRIS, Human Resources, Management, Organizational...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Labor and Industrial Relations
Drexel University, Graduate Work
Chase Card Services October 2007 - Present
JPMorgan Chase 2007 - Present
Luminent Mortgage Capital 2006 - 2007
Radian Guaranty 2001 - 2006
Radian Group 2001 - 2006
GE Capital Mortgage 1997 - 2000
Mellon Bank 1991 - 1997
Skills
Budgeting, Credit Risk, Credit, Portfolio Management, Banking, Budgets, Business Intelligence, Forecasting, Financial Modeling, Financial Analysis, Financial Risk, Mortgage Lending, Credit Cards, Due Diligence, Risk Management, Management, Financial Services
Education
Saint Joseph's University 1984 — 1988
TMX Group August 2005 - Present
Accenture August 2002 - July 2005
KPMG October 2000 - September 2002
Basis 100 Inc. December 1999 - September 2000
Merrill Lynch May 1999 - October 1999
Mellon Bank February 1999 - May 1999
ESPN June 1997 - January 1999
American Stock Exchange February 1996 - May 1997
Skills
Quality Assurance, SDLC, Quality Center, Trading Systems, SQL, Equities, System Testing, Electronic Trading, Test Planning, Trading, Market Data, Test Automation, Requirements Analysis, Derivatives, Linux, Visual Basic, Java, HP QC, Options, BMC Remedy, Investment Banking, FIX, Fixed Income, TCL, Smart Order Routing, Team Building, HP ALM, Test Management, OTC, Market Risk, Agile Methodologies
Education
City University of New York-Queens College 1991 — 1995
Bachelor of Science (BS), Computer Science
Shawn's Needle Nook LLC September 2011 - Present
Alere, Inc. November 2007 - December 2011
Healthfirst January 2007 - September 2007
Long Term Care Group, Inc. April 2001 - December 2006
Mellon Bank January 1997 - July 2000
Skills
Contract Management, Operations Management, Training &..., Quality Assurance, Sewing, Embroidery, Customer Service, Recruiting, Training, Leadership, Management, Long Term Care Insurance, Health Insurance, Life Insurance, Medicare, HIPAA, Hiring, Call Centers, Coaching, Insurance, Healthcare, Budgets, Account Management, Social Networking, Process Improvement, Time Management, Retail
Education
Purdue University 1977 — 1981
BS, Consumer & Family Sciences
Purdue University 1977 — 1981
Bachelor of Science (BS), Retail Management
Fort Pitt Capital Group August 1999 - Present
FPA Pittsburgh 1999 - 2005
Allegheny Investments May 1997 - June 1999
Mellon Bank November 1993 - April 1997
Skills
Investments, Mutual Funds, Investment Advisory, Strategic Financial..., Fixed Annuities, Finance, Management, High Net Worth..., Series 7, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Asset Management, Portfolio Management, Securities
Education
Robert Morris University 1997 — 1999
MBA, Finance
Washington and Jefferson College 1988 — 1992
BA, Economics, Psychology
OCHS
Celgene June 2008 - December 2011
Wyeth Pharmaceuticals 1989 - January 2008
Mellon Bank 1984 - 1989
Sunoco 1980 - 1984
Coopers & Lybrand 1979 - 1980
Scottish and Newcastle Breweries 1975 - 1979
Education
The University of Edinburgh 1973 — 1974
Diploma, Business Administration
Rutgers University – Camden 1968 — 1972
PPG Industries January 2014 - Present
Vitran Express Inc February 2009 - December 2013
Fisher Scientific April 2007 - February 2009
Acutronic USA, Inc August 2005 - April 2007
Vector Security, Inc December 2002 - August 2005
Health Plan September 1999 - November 2002
Acutronic USA, Inc July 1998 - September 1999
Mellon Bank June 1997 - July 1998
Skills
Financial Reporting, General Ledger, Accounts Payable, Accounting, Variance Analysis, Accounts Receivable, Account Reconciliation, Payroll, Financial Analysis, Forecasting, Finance, Analysis, Budgets, Auditing, Financial Statements, Consolidation, Great Plains Software, Cash Flow, Journal Entries, Invoicing
Education
Robert Morris University 2000 — 2003
MBA, Business Administration
University of Pittsburgh 1993 — 1997
BA, Accounting & Finance
Deloitte Consulting November 1999 - May 2014
Barclays Capital 2008 - 2008
Bankers Trust November 1996 - October 1999
Mellon Bank September 1973 - October 1996
Skills
Asset Management, Due Diligence, Management, Financial Services, Joint Ventures, Management Consulting, Capital Markets, Acquisitions, Business Transformation, Risk Management, Business Process...
Education
Robert Morris University 1978 — 1985
JPMorgan Chase 2002 - Present
IBM January 1997 - November 2001
Arthur Andersen 1995 - 1997
RBC Dain Rauscher Inc 1993 - 1995
Andersen Consulting January 1990 - June 1993
Mellon Bank 1982 - 1989
Skills
Process Improvement, Program Management, Team Building, Coaching, Consulting, Governance, IT Strategy, Leadership, Management Consulting, Mergers, Project Management, SDLC, Software Development, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1989
MBA, Business Management
Robert Morris University
BSBA, IT/Systems Analysis
Mellon Bank February 2002 - September 2005
Mellon Financial Services Corporation 1983 - 2005
Education
Rutgers University-New Brunswick 1979 — 1983
BankUnited September 2015 - Present
BankUnited January 2010 - Present
VanRan Communications December 2008 - November 2009
BankUnited 2004 - November 2008
MSI 2003 - 2004
Mellon Bank 2000 - 2001
PricewaterhouseCoopers March 1998 - December 2000
Education
Ramapo College of New Jersey 1994 — 1997
Economics
Avon January 2013 - Present
Rose E. Schneider Family YMCA August 2011 - Present
Acrees Gallery North September 2008 - Present
Our365 July 2008 - October 2008
Dollar Bank March 2007 - July 2008
PERT Survey Research June 2004 - March 2007
Mellon Bank October 1994 - November 2003
Education
Robert Morris University 1990 — 1994
Bank of America Merrill Lynch March 2014 - Present
Bank of America Merrill Lynch February 2010 - March 2014
Bank of America Merrill Lynch May 2009 - February 2010
Merrill Lynch - Global Private Client Division - Global Bank Group October 2008 - May 2009
Merrill Lynch April 2006 - October 2008
Wachovia Bank March 2003 - April 2006
TD Waterhouse June 2000 - March 2003
Mellon Bank August 1999 - June 2000
Skills
Uniform Combined State..., Banking, Series 63, Portfolio Management, Investments, Series 7, Commercial Lending, Series 24, Series 65, Finance, Mutual Funds, Retirement Planning, Financial Services, Credit, Fixed Income, Strategic Financial..., Wealth Management, Cash Management, Commercial Banking, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Graduate Certificate, Finance, General
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2008
Master of Business Administration (MBA), Finance, General
Rutgers, The State University of New Jersey-Camden 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Highland High School
Highland High School
Highland High School
The Sanders Firm March 2015 - Present
Crivella West, Incorporated July 2005 - January 2015
PNC Bank March 2008 - December 2008
Eckert Seamans January 2002 - July 2005
Allegheny County Law Department, May 1999 - December 1999
Dreyfus Investment Services Corporation November 1997 - July 1998
Mellon Bank August 1995 - November 1997
Skills
Legal Writing, Legal Research, Project Management, Mediation, Litigation Support, Document Review, Employment Law, Litigation, Depositions, Class Actions, Civil Litigation, Product Liability
Education
University of Pittsburgh School of Law 1998 — 2001
JD, Law
Robert Morris University 1991 — 1995
Bachelor of Science (BS) in Business Administration, Finance / Economics, Overall GPA: 3.5 / Major GPA: 3.75, cum laude
Fiserv December 1993 - Present
Mellon Bank January 1988 - November 1993
Education
Robert Morris University 1986 — 1988
Bachelor's Degree, Business Information Systems
PNC March 2014 - Present
New Jersey Economic Development Authority March 2004 - December 2013
Mellon Bank 1997 - 2003
Skills
Mortgage Lending, Commercial Lending, Financial Analysis, Risk Management, Credit Analysis, Credit, Financial Modeling, Loans, Portfolio Management, Commercial Banking, Finance, Investments, Banking, Small Business Lending, Retail Banking, Strategic Planning, Underwriting
Education
Washington College 1980 — 1984
BA, Economics
Rowan College at Burlington County 1980 — 1981
Cherokee high school
PNC Bank global cudtodyMellon Bank, NA1993 - 2000
Mellon Bank 1993 - 1997
Mellon Bank 1993 - 1997
Education
Robert Morris University 1992 — 1994
Fifth Third Asset Management 2004 - Present
INVESCO 2002 - 2004
United Way of Allegheny County 1997 - 2002
Mellon Bank 1989 - 1997
Education
Robert Morris University
Finance
Allstates WorldCargo 2010 - Present
Arkema June 2008 - June 2010
AmerisourceBergen 2002 - 2008
Mellon Bank 1994 - 2002
RCA/GE Aerospace/Martin Marietta 1983 - 1994
Skills
Contract Negotiation, Procurement, Vendor, Strategic Sourcing, Supply Chain Management, Supply Chain, Negotiation, Cross-functional Team..., Lean Manufacturing, Product Development, SAP, Continuous Improvement, Outsourcing, Contract Management, Global Sourcing, Process Improvement, Supplier Evaluation, Change Management, Vendor Management, Purchasing, Logistics, Supply Management
Education
ISM Conferences & Over 30 Seminars
Rowan University
Bachelors, Business Administration
Glendenning Mortgage Corporation October 2014 - Present
MetLife Home Loans July 2008 - May 2011
Citi Mortgage January 2000 - July 2008
Principal Residential Mortgage 2000 - 2007
Mellon Bank 1993 - 1997
Skills
Credit, Loans, Refinance, Mortgage Banking, Account Management, Banking, Mortgage Lending, FHA, Relationship Management, Marketing, USDA, Residential Mortgages, Loan Origination, Sales, Sales Management, FHA financing, Underwriting, Mortgage Underwriting, Credit Analysis, VA loans, Real Estate, First Time Home Buyers, Selling
Education
Rider University
Greater Pennsylvania Carpenters' Medical Plan July 2013 - Present
Carpenters Combined Funds, Inc. January 2000 - Present
Mellon Bank July 1997 - January 2000
Wellington Power Corporation May 1993 - June 1996
Skills
Accounting, Financial Reporting, Microsoft Excel, Process Improvement, Financial Analysis, Microsoft Office, HIPAA, Forecasting, Accounts Receivable, Security, Internal Controls, Risk Management, Accounts Payable, Microsoft Office..., Acrobat Forms..., HITECH, Taft-Hartley pension..., VBA
Education
Robert Morris University 1990 — 1998
Accounting, Masters in Finance
Mongiovi & Son July 2006 - Present
Amcom Office Systems January 1989 - July 2006
Mellon Bank January 1981 - January 1989
Skills
Leadership, New Business Development, Sales, Account Management, Sales Management, Customer Satisfaction, Team Building, Contract Negotiation, Customer Service, Purchasing, Cold Calling, Negotiation, Contract Management, Strategic Planning, Business Development, Budgets, Direct Sales, Sales Process, Selling
Education
Robert Morris University 1981 — 1985
Bachelors of Science, Business Management
Montour High School 1978 — 1981
High School Diploma, N/a
FlagHouse September 2005 - Present
Mellon Financial July 2004 - May 2005
AIWA July 1996 - March 2003
Mellon Bank June 1994 - July 1996
Mellon Financial July 1989 - June 1994
Education
Ramapo College of New Jersey
BS, Business, Industrial Relations
Merrill Lynch Wealth Management October 2010 - Present
Bank of America January 1988 - March 2006
Mellon Bank January 1986 - December 1987
Girard Bank July 1975 - December 1985
Broad Street National Bank October 1973 - June 1975
Education
Rider University 1983 — 1986
MBA, Finance
Rider University 1969 — 1973
BS-Commerce, Finance
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing August 1995 - July 2010
Norwest Bank June 1990 - August 1995
Mellon Bank 1985 - 1990
Skills
Portfolio Management, Securities, Financial Services, Fixed Income, Securities Lending, Investments, Trading, Capital Markets, Relationship Management, Equities, Cash Management, Product Management, Bloomberg, Asset Management, Investment Management, Management, Mutual Funds, ETFs, Options, Client Service, Forecasting, Money Market, Budgets, Back Office, Derivatives, Settlement, Bonds, Product Development, Microsoft Office, Revenue Analysis, Collateral Management, Business Development, Leadership, Strategy, Financial Markets, Client Services, Budgeting
Education
University of St. Thomas 1992 — 1993
Finance
Robert Morris University 1986 — 1987
Finance
Mullen Consulting August 2010 - Present
ISH INC January 2005 - July 2010
Genesis HealthCare July 2004 - January 2006
CTR Systems May 2002 - February 2004
Alcoa Corporation September 1999 - July 2002
American Eagle Outfitters January 1999 - January 2000
Lantek Computer Services January 1998 - August 1999
Mellon Bank February 1991 - December 1998
Skills
Software Implementation, Integration, Change Management, Business Process, Crystal Reports, Healthcare Information..., Project Management, SDLC, Business Analysis, Consulting, Analysis, Access
Education
Robert Morris University 1991 — 1992
Community College of Pittsburgh P.A
Computer Science
Computer Learning Center, Inc
Certificate, Network Engineering
Computer Tech
Robert Morris University
Computer Science
Bank of America Merrill Lynch May 2013 - June 2014
Makosi May 2012 - December 2012
Merrill Lynch Global Bank Group September 2009 - July 2011
Merrill Lynch International March 2008 - July 2009
Merrill Lynch Global Wealth Management Group June 2004 - March 2008
Mellon Bank 2001 - 2004
Skills
Collateral Management, Mutual Funds, Securities, Risk Management, Credit Analysis, Financial Risk, Fixed Income, Portfolio Management, Certified Nursing...
Education
Rutgers, The State University of New Jersey-Newark 1992 — 1997
Bachelor, Sociology & Psychology
St. Peter's Prepatory 1988 — 1992
PNC November 2010 - Present
Pyramid Consulting, Inc. March 2009 - March 2011
Affiliated Computer Services June 2005 - February 2009
Mellon Bank May 1995 - June 2005
Education
Robert Morris University 1976 — 1980
BSBA, Accounting/Business Information Systems
Wells Fargo October 2014 - Present
Wells Fargo 2014 - 2015
Bayview Financial 2010 - July 2014
Regions Bank January 2008 - February 2009
Mellon Bank 1997 - 2006
Education
Robert Morris University 1994 — 1995
MBA, Accounting, 3.4
University of Pittsburgh
EverBank Commercial Finance - Lender Finance January 2013 - Present
Diamond Business Credit July 2008 - January 2013
CIT Healthcare September 2003 - July 2008
Mercantile Capital LLP September 2001 - August 2003
PROGRESS BANK September 2000 - September 2001
Presidential Financial Corporation 1993 - 2000
Mellon Bank 1987 - 1989
Education
Rutgers University – Camden 1982 — 1985
BS, Accounting
MedQuist Inc. November 2004 - October 2009
Petty Consulting 1995 - 2003
The Sun Company (Sunoco) 1994 - 1995
Hay/Huggins Company, Inc. 1992 - 1994
The Wyatt Company (Watson Wyatt) 1990 - 1992
CIGNA 1988 - 1990
Academy Insurance Group 1987 - 1988
Mellon Bank May 1986 - September 1987
Skills
Marketing Communications, Newsletters, Internal Communications, Editing, Event Management, Fundraising, Training, Public Relations, Management, Interviews, Marketing, Creative Direction, Strategic Planning
Education
Temple University 1985 — 1988
M.J., Journalism
Saint Joseph's University 1977 — 1982
B.A., English
Wells Fargo 2005 - Present
Mellon Bank 1984 - 2005
Skills
Portfolio Management, Risk Management, Real Estate Development, Due Diligence, Strategic Planning, Construction, Business Development, Real Estate, Negotiation, Construction Management, Budgets, Contract Negotiation, Asset Managment, Renewable Energy, Asset Management, Management, Project Management, Sustainability, Real Estate Economics, Leadership, Commercial Real Estate
Education
Purdue University
BSCE, Civil Engineering
University of Pittsburgh
MBA, Finance
Millersville University December 1989 - Present
Computer Aid April 1987 - December 1989
Mellon Bank September 1985 - April 1987
Skills
HP-UX administration, Veritas Storage..., HP Data Protector, VMware ESX, Red Hat Linux, Microsoft Exchange, VMware, HP-UX, System Administration, Virtualization, Servers, Disaster Recovery, Storage Area Networks, SAN, Cluster, Unix, Netbackup, Linux, NetBackup
Education
Rutgers University-New Brunswick 1969 — 1973
B.A., Mathematics
Knickerbocker Advisors Inc. 1994 - Present
Mellon Bank 1976 - 1994
Skills
Asset Managment, Portfolio Management, Investments, Wealth Management, Strategic Financial..., Asset Allocation, Financial Analysis, Fixed Income, Equities, Financial Modeling, Investment Management, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
M.B.A.
Princeton University 1972 — 1976
B.S.E., Electrical Engineering and Computer Science
St. Paul's School 1968 — 1972
St. Bernard's School 1960 — 1968
St. Bernard's School, New York, NY 1960 — 1968
Medical Mutual, Masterful Enrichment LLC 2005 - Present
The Peer Group April 2000 - 2003
Mellon Bank September 1994 - April 2000
Skills
Published Author, Training, Leadership Development, Instructional Design, Team Building, Coaching, Organizational..., Performance Management, Process Improvement, Leadership, Employee Relations, Workshop Facilitation, Public Speaking, Employee Training, Strategic Planning, Microsoft Office, Event Planning, Human Resources, Program Development, Employee Engagement, Onboarding
Education
Carlow University 1994 — 1996
MSPL, Professional Leadership/Training and Development
Point Park University 1994 — 1996
BS, Business Management
Allegheny Intermediate Unit August 2013 - Present
Allegheny Intermediate Unit August 2012 - August 2013
Allegheny Intermediate Unit July 2007 - July 2012
PNC Financial Services Group May 1997 - June 2003
Mellon Bank January 1987 - May 1997
Skills
Administrative,..., Training & Documentation, Organized multi-tasker,..., Editing, Training, Teaching, Program Management, Staff Development, Time Management, Curriculum Design, Curriculum Development, Educational Technology, Event Planning, Higher Education, Marketing, Nonprofits, Product Management, Research, Public Speaking, Sales, Marketing Strategy
Education
Robert Morris University 1985 — 2000
B.S.B.A., Marketing
Little Wings of Hope Foundation January 2012 - Present
University Center for International Studies at the University of Pittsburgh January 2011 - Present
University of Pgh November 2008 - December 2010
Home Interiors & Gifts September 1989 - December 2010
Mellon Bank September 1985 - June 1991
Skills
Research, Higher Education, Non-profits, PowerPoint, Public Speaking, Accounting, Microsoft Word, Analysis, Financial Analysis, Financial Reporting, Customer Service, Data Analysis, Event Planning, Strategic Planning, Grants, Access, Administration
Education
Robert Morris University 1981 — 1985
BSBA, Accounting
PNC Bank October 2008 - Present
SEEDCO PA June 2005 - October 2008
Mellon Bank April 1989 - June 2000
Irving Trust 1987 - 1989
Skills
Loans, Small Business Lending, Credit, Banking, Real Estate, Commercial Lending, Underwriting, Credit Analysis, Financial Analysis, Risk Management, Risk, Economics, Small Business, Coaching, Retail Banking, Cash Management, Finance, Management, Real Estate Transactions
Education
Widener University 1974 — 1976
MBA, Business
Saint Joseph's University 1964 — 1968
BS, Economics
PNC Bank January 2013 - Present
PNC Asset Management March 2011 - January 2013
PNC Wealth Management November 2009 - March 2011
Standard Retirement August 2003 - September 2009
The Standard August 2003 - September 2009
Standard Retirement Services, Inc. 2003 - 2009
Invesmart, INc 2003 - 2009
Mellon Bank June 1989 - May 1994
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Process Improvement, Securities, Wealth Management, Series 7, Investments, Retirement Services, Hedge Funds, Financial Services, Banking, Risk Management, Employee Benefits, Portfolio Management, Management, Auditing, Project Planning, Employee Engagement, Asset Management
Education
Robert Morris University
Business Administration
Robert Morris University
Business Information Systems
PNC Bank October 2006 - Present
Mellon Bank 1991 - 2004
Skills
XML, SDLC, Microsoft SQL Server, Software Development, Java Enterprise Edition, SOA, Oracle, Web Services
Education
Robert Morris University 1980 — 1990
BS, CIS
West Penn Allegheny Health System January 2012 - Present
Funeral Home 2009 - 2011
UPMC Mercy June 2000 - March 2009
IT Group, Inc. 1998 - 1999
Mellon Bank March 1996 - August 1998
Lazarus Department Store October 1994 - March 1996
Contraves, Inc. January 1982 - April 1994
Skills
Deferred Compensation, Employee Benefits, Benefits Administration, Human Resources, Onboarding, Employee Relations, Compensation & Benefit, Training, Management, Job Evaluation, Recruiting
Education
Robert Morris University
Bachelor's degree, Management
Citizens Investment Services November 2005 - Present
A Rent and Event Company November 2002 - November 2005
Mellon Bank September 1982 - October 1999
Mellon Bank 1981 - 1999
Skills
Investments, Insurance, Mutual Funds, Annuities, Long Term Care, Securities, Series 7, Wealth Management, Retirement Planning, Financial Planning, IRA's, Asset Allocation, Retirement, Portfolio Management, Series 63, Wealth, 401k, Investment Advisory, Bonds, Investment Strategies, Estate Planning, Licensing, Financial Advisory, FINRA, Insurance Planning, Annuity, Alternative Investments, Disability Insurance, Investment Products, Retirement Income..., Stocks, Series 66, Managed Accounts, ETFs, Series 6, Asset Management, Wealth Accumulation, Wealth Transfer, Pensions, Comprehensive Wealth..., Long-term Care, Asset, Equities, Fixed Income, Retirement Services, Series 65, High Net Worth..., Separately Managed..., Financial Markets, Roth IRA
Education
Robert Morris University
AFCO Credit Corporation November 1998 - June 2009
Mellon Bank 1998 - 2007
Mellon Bank April 1996 - November 1998
Mellon Bank May 1993 - April 1996
Education
Robert Morris University 1972 — 1975
BSBA, Accounting
LAD Construction Company, Inc. June 1994 - Present
Mellon Bank September 1977 - May 1994
Education
Career Growth Real Estate Academy 1995 — 1995
PA Real Estate License
Robert Morris University
Undergrad, Management and Accounting
Citizens Bank 2001 - Present
Mellon Bank December 1992 - 2001
PSFS 1975 - 1992
Skills
Commercial Banking, Commercial Lending, Small Business Lending, CRM, Loans, Credit, Credit Analysis, Retail Banking, Lines Of Credit, Banking, Loan Origination, Commercial Mortgages, Mortgage Lending, Asset Based Lending, Cash Management, Underwriting, Portfolio Management, Credit Risk, Treasury Management, Relationship Management, Mortgage Banking, SBA
Education
Saint Joseph's University 1975 — 1987
Business Administration and Management, General
Holbrook Cooperative Bank November 2012 - Present
Holbrook Cooperative Bank March 2011 - November 2012
TD Bank USA May 2006 - March 2011
Mellon Bank 2001 - 2002
UStrust/Citizens Bank 1990 - 2001
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Portfolio Management, Underwriting, Credit Risk, Mortgage Lending, Strategic Planning, Executive Management, Finance
Education
Xavier University
Stonier Graduate School of Banking at University of Pennsylvania
Saint Anselm College
Alcoa August 2002 - Present
Deloitte Consulting January 2001 - August 2002
KPMG November 1997 - January 2001
The Hackett Group January 1997 - November 1997
Mellon Bank November 1993 - January 1997
Skills
Human Resources, ERP, Business Process, SAP, Analysis, Oracle HR, Data Privacy, Safe Harbor, Analytics, OBIEE, PeopleSoft, Business Process..., Benchmarking, HRIS, HR Project Management, HR Transformation, Data Warehousing, Training
Education
Robert Morris University 1993 — 1996
MBA, Business
Washington and Jefferson College 1988 — 1992
BA, Accounting
West Mifflin
Aetna January 2014 - Present
Coventry Healthcare March 2010 - December 2013
Bny Mellon September 2006 - June 2009
Mellon Financial December 1999 - August 2006
Mellon Bank September 1995 - November 1999
West Penn Hospital August 1991 - August 1995
Commerical Data Services May 1989 - July 1991
Dravo Corp 1980 - 1989
Skills
Disaster Recovery, Data Center, System Administration, Mainframe, SharePoint, Management, Project Management, Windows, Citrix, Testing, Unix, BMC Remedy, Training, Software Documentation, Cisco Technologies, Requirements Gathering, Process Improvement
Education
Robert Morris University 2006 — 2009
N/A, Information Systems and Communications
Computer Systems Institute 1981 — 1982
Certificate, Computer Programming
Portage Lakes Career Center August 2010 - Present
H. J Heinz 1987 - 1993
Mellon Bank 1986 - 1988
Skills
Instructional Design, Curriculum Development, Educational Technology, Curriculum Design, Classroom, Educational Leadership, Elementary Education, Higher Education, Team Building, Teaching, Public Speaking, Customer Service, Leadership
Education
Point Park University
Education
CItizen's Investments May 2009 - Present
Adam Mesh Trading Group 2014 - 2015
Adam Mesh Trading Group 2014 - 2015
Adam Mesh Trading Group 2014 - 2015
Adam Mesh Trading Group 2014 - 2015
Adam Mesh Trading Group 2014 - 2015
Citizens Investment Services April 2010 - 2012
National city investments June 2003 - May 2009
Mellon Bank 1994 - 2003
Integra Bank 1991 - 1994
Skills
Series 7, Mutual Funds, Wealth Management, Investments, Annuity, Retirement Planning, Financial Planning, Asset Allocation, Asset Management, Securities, Annuities, Fixed Annuities, Series 63, Finance, Series 6, Investment Advisory, Retirement, Strategic Financial...
Education
Robert Morris University
The Bank of New York Mellon January 1979 - Present
Mellon Bank 1983 - 1989
Girard Trust 1979 - 1983
Skills
Fixed Income, Mutual Funds, Securities, Global Custody, Hedge Funds, Alternative Investments, Financial Services, Equities, Banking, Derivatives, Asset Management, Risk Management, Portfolio Management
Education
Gloucester County College 1984 — 1986
Associate's degree, Accounting and Business/Management
West Catholic Girls High School 1966 — 1970
US Bank May 2007 - Present
Lowe's Home Improvement September 2006 - Present
Affiliated Computer Services July 2005 - November 2005
Affiliated Computer Services November 2002 - July 2005
Wachovia, A Wells Fargo Company July 2001 - November 2002
Lowe's Home Improvement May 1999 - November 2002
First Union National Bank May 2000 - July 2001
First Union National Bank January 1997 - May 2000
Mellon Bank January 1989 - January 1997
Skills
Customer Service, Finance, Banking, Credit, Cash Management, Financial Analysis, Loans, Relationship Management, Access, Financial Services, Microsoft Excel, Portfolio Management, Retail Banking, Risk Management, Credit Analysis
Education
Robert Morris University 1985 — 1988
BSBA, Finance
TPAC Temple Performing Arts Center March 2011 - Present
University of Phoenix January 2009 - Present
Temple Performing Arts Center January 2009 - March 2011
Ethnic Expressions 2000 - 2011
Temple University January 2008 - January 2009
Temple University April 2004 - January 2008
Sovereign Bank January 2003 - April 2004
Sanchez Computer Associates January 2000 - January 2002
First County Bank January 1996 - January 2000
Mellon Bank January 1992 - January 1996
Skills
Leadership, Management, Training, Strategic Planning, Public Speaking, Coaching, Budgets, Team Building, Microsoft Office, Nonprofits, Proposal Writing, Project Planning, Accounts Receivable, Accounting, Event Planning, Marketing, Policy, Process Improvement, System Administration, Managerial Finance, Analysis, Banking, Software Documentation, Auditing, Customer Service, Operations Management, Financial Reporting, Interviews, Negotiation, Account Reconciliation, Leadership Development, Recruiting, General Ledger, Retail, Contract Management, Accounts Payable, New Business Development, Payroll, Human Resources, Finance
Education
Saint Joseph's University 2002 — 2005
Bachelor's degree, Organizational Development and Leadership
August 2007Strayer University
Master of Business Administration, Management
January 2005Temple University
Leadership Academy November 2005Temple University
May 2003Saint Joseph's University
October 2005Temple University
Temple University
Bachelors of Science, Organizational Development and Leadership
HireRight April 2014 - Present
North East Medical Solutions, LLC October 2007 - May 2013
North East Medical Solutions LLC March 2003 - October 2007
Medical Management Solutions/NorthEast Medical PA March 1999 - March 2003
MED3000 (now part of McKesson)/ Professional Billing Concepts, Inc. January 1996 - March 1999
Professional Billing Concepts January 1994 - January 1996
Professional Billing Concepts February 1992 - January 1994
Mellon Bank June 1990 - February 1992
Skills
Software Implementation, Vendor Management, Revenue Cycle Management, Project Management, Database Administration, Process Improvement, Software Configuration..., Project Coordination, System Deployment, Billing Process, EDI, Healthcare Information..., Software Documentation, Healthcare Management, Revenue Cycle, Billing Solutions, Task Management, Reporting & Analysis, Team Management, File Management, System Maintenance, Systems Analysis, Data Integration, Procedure Development, Data Reconciliation, Computer Application..., Internal Controls, Product Support, Help Desk Implementation, Technical Support, EMR, Healthcare Consulting, Health Information..., EHR, Healthcare Industry, HL7, Informatics, Practice Management, Management, Healthcare, HIPAA, Hospitals, Solution Implementation, Client Support Services, Salesforce.com, SharePoint, WebEx, PowerPoint
Education
University of Pittsburgh
Robert Morris University
Royal Bank of Scotland Group senior manager, corporate officerCitizens BankMay 2003 - Present
Mellon Bank June 1995 - April 2003
Education
Robert Morris University 1981 — 1985
Bachelors of arts degree- Business, Robert Morris University, Business Management
Dominion Resources Services, Inc June 1992 - Present
Mellon Bank January 1992 - June 1992
Roadway Package System May 1990 - December 1991
Skills
COBOL, SQL, Visio, Microsoft SQL Server, JCL, Oracle, VB.NET, Databases, MVS
Education
Robert Morris University 1987 — 1989
BSBA, CIS
Alstom Grid September 2015 - Present
Alstom Grid January 2012 - August 2015
Alstom Grid January 2011 - January 2012
AREVA T&D July 2006 - January 2012
AREVA T&D July 2006 - April 2010
CITIZENS BANK 2002 - 2006
Mellon Bank January 2001 - January 2002
CITIZENS BANK 2001 - 2002
Skills
Forecasting, Analysis, Strategy, CRM, Management, Business Development, Pricing, Sales, Sales Operations, Competitive Analysis, Negotiation, Sales Management, Key Account Management, Project Management, Business Planning, Product Marketing, International Sales, Procurement, Product Management, Team Management, Business Strategy, Contract Negotiation
Education
Robert Morris University
Masters, Business Administration
Point Park College
Bachelor of Arts, Journalism and Communications
Santander Bank, N.A. May 2011 - Present
Mellon Bank May 1991 - June 2000
Skills
Banking, Management, Risk Management, Business Analysis, Project Management, Leadership, Finance
Education
Saint Joseph's University 1978 — 1982
Bachelor of Science (B.S.), Accounting
PNC August 2011 - Present
FHLB Pittsburgh July 2009 - March 2010
FHLB Pittsburgh 2006 - 2009
FHLB Pittsburgh 2002 - 2006
Mellon Bank 2000 - 2002
Skills
Portfolio Management, Letters of Credit, Credit, Financial Analysis, Banking, Loans, Risk Management, Investments, Trading, CRM, Financial Risk, Management, Derivatives, Credit Risk, Capital Markets, Commercial Banking, Credit Analysis
Education
Bradford School
Associates Degree, Accounting Administration
Point Park University
Bachelor of Science, Business Administration
Woodland Hills High School
Town of Blooming Grove New York January 2014 - Present
N/A Freelance March 2009 - Present
ACS January 2007 - March 2009
Mellon Bank January 2003 - December 2006
Skills
Human Resources, Leadership, Outsourcing, Personnel Management, Training, Strategic Planning, Editing, Technical Writing, Fundraising, Employee Benefits, Visio
Education
Queens College 1968 — 1971
BA, Fine Art & Eduction
Laquinta September 2006 - Present
Countrywide Mortgage Services March 2003 - October 2006
ARDEX Americas June 2002 - June 2003
Mellon Bank June 1993 - August 2001
StarKist April 1990 - May 1993
laquinta June 1984 - June 1987
Skills
Accounting, Financial Analysis, Internal Controls, Internal Audit, Risk Management, Analysis, Customer Service, Customer Satisfaction, Direct Sales, Microsoft Excel, Outlook, Order Processing, Research, Corporate Communications, Teamwork, Microsoft Office, Microsoft Word
Education
Robert Morris University 1980 — 1984
Business Administration and Management, General, & Communications Management
Deutsche Asset & Wealth Management February 2006 - Present
Flagship Capital Management September 2001 - February 2006
Merrill Lynch Investment Managers April 1998 - August 2001
Mellon Bank 1994 - 1998
Skills
Credit Analysis, High Yield Bonds, Leveraged Loans, CLOs, Mutual Funds, Separately Managed..., Client Presentation
Education
The George Washington University 1992 — 1994
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature/Letters
PNC Financial Services December 2000 - Present
H R Block January 1981 - April 2002
Mellon Bank February 1994 - December 2000
Skills
Tax Research, Property Tax, Tax, Income Tax, Tax Returns, Accounting
Education
Robert Morris University
associate in arts, business administration
F.N.B. Corporation July 2003 - Present
Mellon Bank April 1983 - October 1998
Skills
Consumer Lending, Branch Management, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Loan Origination, Deposits, Mortgage Banking, Home Equity Loans, Internet Banking, Commercial Mortgages
Education
Bradford Business School 1982 — 1983
Robert Morris University
Susquehanna Bancshares Inc August 2006 - Present
Blue Ball National Bank June 1996 - August 2005
Mellon Bank October 1995 - June 1996
Skills
Banking, Branch Banking, Commercial Banking, Credit, Portfolio Management, Small Business Lending, Commercial Lending, Credit Analysis, Underwriting, Risk Management, Credit Risk, Retail Banking, Cross Selling, Financial Analysis, Loans, Loan Origination, Cash Management, Finance, Consumer Lending, Financial Risk, Lines Of Credit, Mortgage Lending
Education
St. Joseph's University 1980 — 1985
Master of Business Administration (M.B.A.), Finance, General
University of Delaware 1968 — 1972
Bachelor of Arts (BA), Mathematics
Ebix February 1996 - Present
Mellon Bank January 1991 - February 1996
Skills
XML, SQL
Education
Robert Morris College 1987 — 1991
Bachelor of Science (BS), Computer and Information Sciences, General
oil service inc. December 2011 - Present
ppcp May 2007 - April 2010
Mellon Bank January 1998 - September 2006
Education
Robert Morris University 2000 — 2002
masters of science, finance
california university of pa 1993 — 1997
bachelors science, Accounting and Business/Management
PNC February 2008 - Present
PNC July 1995 - February 2008
Mellon Bank September 1988 - July 1995
Skills
SDLC, Test Planning, Requirements Gathering
Education
Duquesne University 2001 — 2005
Master of Science (MS), Secondary Education and Teaching - Mathematics
Robert Morris University 1984 — 1988
Bachelor of Science (BS), Information Technology
Marsetta Lane January 1988 - Present
Marsetta Lane 1988 - 2012
Mellon Bank October 1995 - October 2001
Education
Point Park University 1996 — 1997
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
ICM School of Business 1986 — 1988
Associate's degree, Administrative Assistant and Secretarial Science, General
Lopatcong Twp Board of Education September 2006 - Present
Pearson Education August 2013 - August 2013
Byram April 2004 - June 2006
Highland Park School District October 2003 - April 2004
Resort Beverage, Inc. September 2000 - August 2003
Mellon Bank August 1999 - September 2000
Franconia Brewing Company April 1995 - December 1998
Skills
Training Facilitation, Program Coordination, Sales Management, Public Speaking, Data Collection and..., Curriculum Design, Curriculum Development, Program Management, Training, Classroom, E-Learning, Teaching, Analysis, Research, Teacher Training, K-12, Instructional Design, Educational Leadership, Educational Technology, Staff Development
Education
Rider University 2001 — 2003
Graduate Level Teaching Certification Elementary Education, Social Studies, Social Studies, Economics, Education, Gifted Education, K-12
Graduate Faculty: New School for Social Research
MA and Ph.D., Cultural Anthropology; Economic Anthropology, Graduated with Honors
The College of New Jersey 1976 — 1978
Bachelor of Arts (BA), Sociology
Health First September 1999 - Present
Florida Today June 1996 - May 1999
Mellon Bank March 1992 - June 1996
Skills
Microsoft Excel, PeopleSoft, Microsoft Word, Sports Coaching, Instructor-led Training, Acting, Voice Acting, Finance, Accounts Receivable, Payroll, Accounting, Budgets, Financial Analysis, Variance Analysis
Education
Washington and Jefferson College 1984 — 1988
Bachelor of Arts (B.A.), English and Business Administration
Robert Morris University 1993 — 1996
Accounting Certification, Accounting
usairways/american airlines July 1978 - Present
Mellon Bank July 1966 - December 1972
Skills
Customer Service, Training, Teamwork, Teaching
Education
Robert Morris University 1986 — 1987
credit courses only in statistics and math, Mathematics, a