Mellon Bank, NA
Industry: Company
DescriptionFounded: 1869 Parent organizations: The Bank of New York Mellon, Bank of New York Subsidiaries: Mellon Bank Canada,
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Mellon Bank, NA Employees
Self-Employed May 2011 - Present
UBELONG January 2011 - November 2011
Citigroup January 2006 - January 2010
National Cooperative Bank February 2003 - December 2005
InPath Solutions, LLC April 2002 - November 2002
Federated Investors, Inc January 1995 - January 2002
Mellon Bank NA January 1993 - January 1995
Skills
Budgeting, Risk, Strategic Planning, Policy, Organizational..., Research, Banking, Program Management, Workshop Facilitation, Coaching, Team Building, Budgets, Financial Risk, Leadership, Management, Nonprofits, Community Outreach, Teaching
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2010
Master of International Public Policy, International Relations / Conflict Management
Indiana University of Pennsylvania 1987 — 1991
BA, French for International Trade
Washington Area Teachers F.C.U. September 2005 - Present
Citizens Bank January 2002 - August 2005
Mellon Bank, N.A. September 1998 - January 2002
Skills
Skip Tracing, Foreclosure Prevention, Recoveries, Credit Counseling, Credit, Loans, Call Centers, Credit Analysis, Loss Mitigation, Consumer Lending, Loan Servicing, Mortgage Servicing, Loan Modifications, Credit Risk, Debt Management, Loan Origination, Mortgage Lending, Credit Cards, Mortgage Banking, Commercial Lending, Lines Of Credit, Refinance, FHA, Residential Mortgages, Asset Based Lending, Credit Scoring
Education
California University of Pennsylvania 1990 — 1995
B.A. Parks and Recreational Mgmnt, Parks and Recreation
Ringgold Senior High School, Monongahela, PA 1986 — 1990
FEI Company 2009 - Present
Outside In 2008 - 2011
B & B Remodeling and General Construction 2007 - 2008
Idearc Media 2005 - 2007
St.George Crystal, Ltd. 1996 - 2005
University of Pittsburgh Medical Center 1994 - 1996
Mellon Bank N.A 1985 - 1994
Skills
2007 - 4.0 Academic..., Corporate software..., Premier Achievement..., New Warehouse..., Team Leader for JD..., Providing exceptional..., Development of accurate..., Customer satisfaction..., Inventory reduction..., Sales Recognition Award, Supply Chain Management, Procurement, Logistics, Purchasing, Inventory Management, Forecasting
Education
Seton Hill University
Robert Morris University, Pittsburgh, PA
Business Administration Diploma, Business
Westmoreland Community College, Youngwood, PA
Business Management Diploma
Westmoreland Community College, Youngwood, PA
Business Finance Diploma
New Century Careers, Pittsburgh, PA
Machinist and CNC Training
ANSYS, Inc. January 2012 - Present
PNC March 2010 - December 2011
BNY Mellon November 2008 - March 2010
BNY Mellon September 2007 - November 2008
Mellon Financial Corporation October 2004 - September 2007
Mellon Financial Corporation January 2000 - October 2004
Mellon Financial Corporation October 1997 - January 2000
Mellon Bank, N.A. June 1986 - October 1997
Skills
Talent Management, Applicant Tracking..., Onboarding, Talent Acquisition, Interviews, Employee Relations, Leadership, Recruiting, Project Management, Management, Sourcing, Employee Benefits, Coaching, Training, Personnel Management, Human Resources, Succession Planning, Technical Recruiting, Program Management, HRIS, Employee Engagement, College Recruiting, Organizational..., PeopleSoft, Performance Management, Benefits Negotiation, Deferred Compensation, Internet Recruiting, Leadership Development, Strategy, Workforce Planning, HR Consulting, HR Policies, New Hire Orientations, Executive Search, Career Development, Change Management, Employee Training, Benefits Administration, Employer Branding, Temporary Placement, Resume Writing, Screening, Hiring, Screening Resumes, Job Fairs, Career Counseling, Employment Law, Staffing Services, Contract Recruitment
Education
Duquesne University 1999 — 2002
Master of Science in Education, Counseling
Robert Morris University 1984 — 1997
BSBA, Human Resources Management
Monaca High School
Career Systems International February 2007 - Present
Sources for Human Resources February 2004 - February 2007
State of Pennsylvania 2002 - 2002
Mellon Bank, N.A. June 1982 - March 1994
Skills
Result Oriented, Operations Management, Project Management, Organization, System Administration, CRM, Career Development, Strategic Planning, Program Management, Management, Executive Coaching, Employee Engagement, Salesforce.com, Talent Management
Education
Robert Morris University
Capital Bank, N.A. October 2009 - Present
Chevy Chase Bank November 2001 - October 2009
Mellon Bank, N.A. 1993 - 2001
Citibank 1991 - 1993
Skills
Banking, Commercial Banking, Business Development, Non-profits, Business, Marketing, Loans, Credit, Underwriting, Small Business Lending, Commercial Lending, Credit Analysis, Treasury Management, Cash Management, Process Improvement, Financial Analysis, Finance, Portfolio Management, Relationship Management, Treasury Services, Consumer Lending, Retail Banking, Financial Services, Sales, Small Business, Nonprofits
Education
Montgomery College 1973 — 1975
Associate of Arts, Social Sciences
Rockville High School
State Farm Insurance Companies September 1995 - Present
Mellon Bank, NA May 1990 - August 1995
Skills
Disability Insurance, Life Insurance, Homeowners, Whole Life, Term Life Insurance, Umbrella Insurance, Fixed Annuities, Universal Life, Long-term Care, Commercial Insurance, Casualty, Long Term Care Insurance, Marine Insurance, General Insurance, Liability, Property & Casualty..., Casualty Insurance
Education
Robert Morris University 1986 — 1990
Bachelor of Science, Business Administration
Community College of Beaver County 1982 — 1986
Associate in Applied Science, Business Management and Banking
ARCADIS July 2004 - Present
Pennsylvania Department of Environmental Protection July 1997 - February 2002
Mellon Bank, N.A. 1990 - 1997
Skills
Environmental Regulation, Environmental Law, Brownfield Redevelopment, Public Speaking, Corporate Lending, Research, Strategic Planning, Environmental Awareness, Negotiation, Insurance, Corporate Bankruptcy, Trusts, English, Microsoft Office, Microsoft Word, PowerPoint, Teaching, Editing, Customer Service
Education
West Virginia University College of Law
Doctor of Law (JD)
Bethany College
Bachelor of Arts (BA), English, Cum laude
Strategic Wealth Partners January 2014 - Present
Wealth Management Consultant March 2012 - December 2013
BNY Mellon Wealth Management August 2006 - March 2012
FIRST NATIONAL TRUST COMPANY August 2004 - August 2006
National City Bank July 2002 - August 2004
PNC Advisors August 1996 - July 2002
Heritage Trust Company March 1995 - August 1996
MELLON BANK, NA June 1993 - March 1995
Skills
Asset Management, Leadership, Investments, Wealth Management, Strategic Financial..., Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Alternative Investments, Estate Planning, Financial Analysis, Banking, Equities, Securities, Loans, Investment Management, Due Diligence, Management, High Net Worth..., Series 63, Corporate Finance, Financial Advisory, Investment Strategies, 401k, Accounting, Retirement Planning, Mergers & Acquisitions, Finance, Relationship Management, Credit, Wealth, Wealth Management..., Insurance, Risk Management, Employee Benefits, Financial Services, Marketing, Small Business, Cash Management, Investment Advisory, Succession Planning, Retirement, Capital Markets, Financial Modeling, Life Insurance, Retirement Plan..., Certified Financial...
Education
Bucknell University 1988 — 1992
BSBA, Accounting
Bucknell University 1988 — 1992
Bachelor of Science, Business Administration
Cathedral Prep
STUFF Unique Antiques September 2005 - Present
Parris House Bed and Breakfast September 1993 - December 2001
Mellon Bank NA April 1983 - September 1993
Skills
Event Planning, Public Speaking, Social Media, Customer Service, Small Business, Home Staging, Holiday Decor, Consultative Selling..., Painting, Interior Design, Sales, Social Networking, Marketing Strategy, Facebook, Merchandising, Entrepreneurship, Customer Satisfaction, Advertising, Retail, Team Building
Education
Penn State University 1981 — 1983
Liberal Arts, Business
Pennsylvania State University-Penn State Altoona 1981 — 1983
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Office of the Comptroller of the Currency January 2014 - Present
U.S. Treasury Department, Office of the Comptroller of the Currency June 2013 - January 2014
United States Treasury Department, Office of the Comptroller of the Currency November 2012 - June 2013
Merchants Data Repository September 2010 - October 2012
BNY Mellon 2008 - 2010
Mellon Bank NA January 1997 - July 2008
Skills
Hedging, Strategic Planning, Capital Markets, Derivatives, Banking, Corporate Finance, Asset/Liability..., Synthetic Beta &..., Liability Driven..., Asset Management, Fixed Income, Investment Strategies, Credit Risk, Market Risk, Asset Managment, Investments, Financial Risk, Risk Management, Finance, Trading, ALM, Financial Markets, Financial Services, Commodity, Credit, Securitization, Investment Management, LDI
Education
Columbia University - Columbia Business School
MBA, Finance
Saint Lawrence University
AB
Planned Giving Group of Connecticut January 2012 - Present
Yale-New Haven Hospital March 2007 - Present
NCPG/PPP 1986 - January 2014
American Council on Gift Annuities May 2007 - March 2013
Mellon Bank, N.A. September 1998 - February 2007
Planned Giving Group of New England (PGGNE) September 2003 - September 2004
Fiduciary Trust Company International March 1991 - September 1998
National Capital Gift Planning Council September 1983 - June 1998
Planned Giving Group of Greater New York September 1983 - June 1998
Connecticut Bank & Trust (CBT) October 1982 - March 1991
Skills
Strategic Planning, Nonprofits, Volunteer Management, Event Planning, Annual Giving, Gift Planning, Non-profits, Public Speaking, Team Building, Philanthropy, Program Development, Planned Giving, Fundraising, Community Outreach, Stewardship, Healthcare, Board Development, Grant Writing, Marketing, Grants, Higher Education, Strategic Financial..., Leadership, Alumni Relations, Proposal Writing, Leadership Development, Organizational..., Non-profit..., Community Development, Staff Development
Education
College of William and Mary-MBA 1969 — 1970
MBA, Finance, Marketing
Quinnipiac University
B.S., Marketing/Economics
Laguna Lending Corporation September 2008 - March 2010
Firenzo Real Estate Group, Inc 2008 - 2010
Laguna Lending Corporation May 2006 - August 2008
Mellon Bank NA 1991 - 1994
Skills
Real Estate Transactions, Property Management, FHA, Loans, Mortgage Lending, Refinance, Loan Modifications, Residential Mortgages, USDA, Mortgage Banking, Loan Origination, Credit, Real Estate Financing, First Time Home Buyers
Education
California State University-San Bernardino 2001 — 2002
Elementery Education Related Courses
Computer Learning Centers, Inc. 1998 — 1999
N.E.T.A., WIN NT 4.0 and Novell NetWare 3.11 Networking, Infrastructure, and Technical Administration.
Robert Morris University 1985 — 1988
B.S./B.A. in Business Management, Business Management, Industriasl Relations, Labor-Management Relations, Economics, Accounting, etc..
First Commonwealth Bank May 2015 - Present
Fifth Third Bank November 2014 - May 2015
BNY Mellon April 2010 - March 2014
Mellon Bank NA January 2005 - April 2010
Skills
Relationship Management, Wealth Management, CRM, Account Management, Finance, Loans, Private Banking, Cross Selling, Financial Risk, AML, Consumer Lending, Back Office, KYC, Operational Risk, Loan Origination, Retail Banking, Investment Advisory, Commercial Banking, Financial Services, Management, Customer Service, Banking, Leadership
Education
Carlow College 1995 — 2000
Business/Corporate Communications
Community College of Allegheny County 1994 — 1995
Business/Communications
Huntington National Asset Management, Inc. January 2003 - Present
Wells Fargo Foothill September 1991 - December 2002
Mellon Bank, N.A. May 1989 - September 1991
Education
Duke Fuqua School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Tufts University 1976 — 1980
Bachelor of Arts (B.A.), Economics
Deerfield Academy 1973 — 1976
High School
WorkStream Solutions, LLC 2001 - Present
Novartis 2007 - Present
Wellington Management Company, LLP 1999 - 2001
Mellon Bank, N.A. 1997 - 1999
The Chase Manhattan Bank, N.A. 1994 - 1997
Credit Suisse 1992 - 1994
Skills
Licensing, PMP, Change Management, Management, Business Process, Integration, Strategy, Project Management, Cross-functional Team..., Strategic Partnerships, Strategic Planning, Process Improvement
Education
Colgate University 1988 — 1992
B.A.
Personal Touch Greetings & Events June 1995 - Present
Mellon Bank, N.A. 1993 - 1995
Mellon Bank, N.A. 1989 - 1993
Mellon Bank, N.A. 1987 - 1989
Mellon Bank, N.A. 1985 - 1987
Royal American Mortgage Association 1983 - 1985
Education
Duquesne University 1979 — 1983
B.S., Business Administration - Accounting Major
First Data Corporation Ops SupervisorFirst DataAugust 2004 - November 2011
Fast Track Systems 2003 - 2004
Mellon Financial 1995 - 2003
Mellon Bank, N.A. 1995 - 2003
Skills
Banking, Risk Management, Relationship Management, Business Analysis
Education
Temple University - Fox School of Business and Management
Bachelors
University of Nigeria 1988 — 1992
BSc
Ascent Growth Funds, LP - Private investment fund specializing in the IT industry August 1997 - Present
Train Babcock Advisors (formerly, Train Smith Counsel) August 1997 - October 2002
Bramwell Capital Management, Inc 1996 - 1997
Gerard Klauer Mattison & Company 1996 - 1996
Southcoast Capital Corporation 1994 - 1995
Alex. Brown & Sons, Inc 1992 - 1994
Aptronix, Inc 1991 - 1991
Computer Associates International 1989 - 1990
IBM 1985 - 1988
Mellon Bank, NA 1981 - 1983
Education
Columbia University - Columbia Business School
MBA, Finance
Duke University - Trinity College of Arts & Sciences
BA, Economics
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
PNC June 2012 - Present
HHR Consulting July 2010 - Present
Community Mediation January 2006 - June 2010
CarteretMortgage Carteret Mortgage Corp July 2005 - May 2006
Columbia National Columbia National, Inc June 2003 - May 2004
PNC Financial Services January 1999 - January 2002
Roberts Enterprises January 1996 - January 1999
Mellon Bank, NA January 1989 - January 1998
Skills
Strategy, Human Resources, Recruiting, Employee Relations, Workshop Facilitation, Banking, Nonprofits, Staff Development, Financial Services, Relationship Management, HR Consulting, Performance Improvement, Organizational..., Leadership Development, Change Management, Performance Management, Employee Training, Curriculum Development, Talent Management, Training Delivery, Organizational..., Program Management, Mediation, Contract Negotiation, Employee Benefits, Team Building, Coaching, Training, Business Analysis, Project Planning, Negotiation, Loans, Dispute Resolution, Leadership, Management
Education
Villanova University 2013 — 2014
Master of Science (MS), Human Resources Management and Development
University of Phoenix 2008 — 2010
Bachelors, Management
University of VirginiaEnglish
Western School of Business
Paralegal Studies/Specialized Business
Benney Technical Sales, Inc February 2014 - Present
Waste Management May 2013 - February 2014
Fein Power Tools March 2011 - April 2012
Fein Power Tools, Inc. October 2007 - March 2011
American Home Mortgage December 2004 - August 2007
Washington Mutual Bank, FA 2001 - December 2004
PNC Mortgage Corp of America 1996 - 2001
PNC Mortgage Corp of America 1996 - 1998
Mellon Bank, NA 1994 - 1996
Mellon Bank, NA 1993 - 1994
Skills
Sales Assistant, Trade Shows, Distributor Support, Field Support, End User Support, Sales, Residential Mortgages, Microsoft Office, Microsoft Excel, Microsoft Word, Training, Sales Operations, Technical Support, Management, CRM, Selling, Negotiation, Sales Management, Customer Satisfaction, Account Management, Customer Service, Key Account Management, New Business Development, Pricing
Education
Indiana University of Pennsylvania 1982 — 1986
Bachelor's degree, Business Administration, Major QPA 3.42
JBC International Consulting September 2010 - Present
JBC International June 1985 - Present
The Town of Winchendon May 2010 - February 2015
Willis Corroon 1984 - 1990
Schroders, Inc 1978 - 1984
Morgan Stanley & Company, Incorporated 1976 - 1978
Mellon Bank NA 1969 - 1976
Skills
Customer Service, Research, System Administration, Event Management, Leadership, Negotiation, Microsoft Office, Real Estate, Product Development, Microsoft Excel, Retail, Microsoft Word, PowerPoint, Leadership Development, Strategic Planning, Organizational..., Start-ups, Fundraising, National Security, Mergers, Board Governance, Mergers & Acquisitions, Staff Development, Program Management, Management, Teaching, Training, Recruiting, Executive Coaching, Nonprofits, Coaching
Education
Allegheny College 1961 — 1965
BA, MA (abt), Political Science, History, Education
Allegheny, Rutgers, Columbia, Warnborough
Political Science
Virginia Economic Development Partnership October 2012 - Present
Virginia Economic Development Partnership September 2010 - October 2012
Virginia Economic Development Partnership January 1997 - September 2010
CCA Financial August 1995 - January 1997
Signet Bank August 1986 - July 1993
Fidelity Bank, N.A. 1983 - 1986
Tullett & Tokyo Forex, Inc. 1982 - 1983
First Chicago International 1980 - 1982
Mellon Bank, N.A. 1977 - 1980
Skills
Logistics, Automotive, Economic Development, Aerospace, Government, Community Development, Strategic Planning, Public Policy, International Trade, Policy, Community Outreach, Non-profits, Public Relations
Education
Columbia University - Columbia Business School 1975 — 1977
MBA, Finance/Money & Financial Markets
University of Virginia 1971 — 1975
BA, Economics/Foreign Affairs
KeyBank May 2013 - Present
Force Indoor Sports March 2012 - Present
Sports Construction Group, LLC July 2012 - 2013
Woodberry Forest School July 2010 - August 2011
National City Bank October 1998 - July 2010
Mellon Bank, NA 1995 - 2000
Star Bank, NA 1990 - 1995
First Virginia Bank 1986 - 1990
Skills
Investments, Public Speaking, Finance, Strategic Planning, Fundraising, Non-profits, Leadership, Asset Managment
Education
Lehigh University - College of Business and Economics 1981 — 1985
Bachelor of Science (B.S.)
Northwestern University 1992 — 1993
CTFSC
Woodberry Forest School 1978 — 1981
AE Resources, Inc January 2011 - Present
CTI Biofuels February 2006 - March 2009
Ethanol Americas, LLC August 2004 - October 2005
Patusan Trading Inc August 2003 - August 2004
Academy Leadership LLC August 2002 - August 2003
Allegheny Capital Management August 1996 - August 2002
Mellon Bank, NA January 1986 - August 1996
Skills
Energy, Business Strategy, Project Finance, Mergers, Risk Management
Education
The Pennsylvania State University 1970 — 1974
Master of Business Administration (MBA), Finance
US Naval Academy 1963 — 1967
Bachelor of Science, Aeronautical Engineering
Fulton Financial Corporation October 2012 - Present
Citizens Republic Bancorp January 2004 - November 2012
Hewlett Packard Financial Services June 1999 - January 2004
Vermont National Bank June 1995 - June 1999
Vermont National Bank June 1994 - June 1995
Vermont National Bank June 1992 - June 1994
Mellon Bank NA June 1987 - June 1992
Mellon Bank NA June 1977 - June 1987
Skills
Credit, Risk Management, Credit Risk, Portfolio Management, Commercial Banking, Management, Process Improvement, Commercial Lending, Banking, Credit Analysis, Loans, Retail Banking, Lines Of Credit, Small Business Lending, Financial Risk, Consumer Lending
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1983
MBA, Finance & Accounting
Allegheny College 1973 — 1977
BS, Economics, Finance & Accounting
Catapolt Services May 2015 - June 2015
CVS Caremark Corporation June 1997 - May 2015
The Mark Winkler Company December 1995 - July 1997
The Cark Building May 1994 - December 1995
Mellon Bank NA March 1979 - March 1994
Integrated Services May 1972 - March 1979
Skills
Real Estate Development, Real Estate, Property Management, Construction Management, Construction, Due Diligence, Commercial Real Estate, Renovation, Retail, Mergers & Acquisitions, REO, Project Management, Contract Negotiation, Contract Management, Business Development, Process Scheduler, Leadership, Budgets, Facilities Management, Project Planning, Operational Cost..., Team Building, Management, Strategic Planning, Negotiation, Contractors, Customer Service
Education
Point Park University 1972 — 1975
BS, Computer & Information Science, Mathematics, Psychology, Cum Laude
Joseph M. Katz, Graduate School of Business & College of Business Administration June 2013 - Present
National Defense University August 2010 - June 2013
University of Pittsburgh August 2008 - August 2010
California University of Pennsylvania January 2007 - August 2008
Penn State University -- Greater Allegheny January 2007 - December 2007
Respironics March 1998 - February 2007
University of Pittsburgh -- Greensburg August 2006 - December 2006
171st ARW, PA Air National Guard 1990 - 1998
Mellon Bank, NA June 1986 - February 1990
Westmoreland County 1984 - 1986
Skills
Program Management, Research, Project Management, Supply Chain Management, IT Service Management, IT Management, IT Strategy, IT Audit, ERP, Business Process..., Business Intelligence, Active DoD Top Secret..., Higher Education, Educational Leadership, Business Development, Cyber Defense, Critical Infrastructure, IT Operations, Operations Management, Six Sigma, Curriculum Development, Educational Technology, Service Management, eSCM, Teaching, Business Ethics, Information Security..., Change Management, Public Speaking, Staff Development, Leadership, Leadership Development, Policy, Business Strategy, Strategic Planning, Data Analysis, Analysis, Distance Learning, Government, Instructional Design, Military, Organizational..., E-Learning, Proposal Writing
Education
Robert Morris University 2001 — 2004
Doctor of Science, Information Systems and Communications
California University of Pennsylvania
Bachelor of Science (B.S.), Computer Science Industrial Management
West Newton High School
PNC March 2014 - Present
Citizens Bank (RBS Citizens Financial Group) 2009 - 2011
Citizens Bank (RBS Citizens Financial Group) 2003 - 2009
Citizens Bank (Citizens Financial Group) / Mellon Bank, N.A. 2000 - 2003
Mellon Bank, N.A. 1998 - 2000
Skills
Professional..., Data Analysis and..., Sales Management, Corporate Training, Software: Microsoft..., Public Speaking, Training Materials..., Troubleshooting and..., Organizational Skills, Customer Service, Written Communication, Credit, Leadership, Finance, Mortgage Lending, Training, Management, Retail Banking, Financial Services, Sales, Insurance, Credit Cards, Loans
Education
Indiana University of Pennsylvania
Master of Education, Reading Specialist
Indiana University of Pennsylvania
Bachelor of Science, Cum Laude, English Education
GE Capital August 2004 - Present
GE Global Project and Structured Finance June 1990 - August 2004
Toronto Dominion Bank June 1988 - June 1990
Mellon Bank, NA June 1980 - May 1986
Skills
Structured Finance, Risk Management, Financial Structuring, Leadership, Private Equity, Portfolio Management, Financial Risk, Finance, Credit Analysis, Investments, Equities, Project Finance, Credit, Leveraged Finance, Loans, LBO
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA/MA, Finance, International Affairs
Carnegie Mellon University 1978 — 1980
Master of Science (MS), Public management and policy analysis
Penn State University 1972 — 1976
BA, Liberal Arts
WIncor-Nixdorf December 2013 - Present
Diebold Incorporated April 1997 - November 2013
Mellon Bank Na. January 1988 - April 1997
Mellon Bank Field Services September 1982 - January 1988
Skills
Security, Networking, Integration, ATM networks, Vendor Management, Software Project..., SDLC, Disaster Recovery, Software Development, Requirements Analysis, Product Management, Troubleshooting, Mobile Payments, IT Management, Pre-sales
Education
CED Solutions 2009 — 2009
MCSA/MCSE, Microsoft OS and Applications Training
Pittsburgh Technical Institute 1979 — 1981
Associates, Electronics
University of Pittsburgh 1978 — 1980
None, Journalism
West Virginia University 1975 — 1978
None, Electrical Engineering
Self-employed June 2013 - Present
36045, Inc. May 1989 - June 2013
Mellon Bank, NA 1983 - 1989
Parsons-Daniels Construction j.v. 1981 - 1982
The Port of Portland 1979 - 1981
Skills
Accounting, Finance, Writing, Management Consulting, Succession Planning, International Business, Small Business
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1987
MBA, Business
Oregon State University 1975 — 1979
B.S. in Business Administration, International Business Concentration, Cert Latin American Affairs, Spanish and French
Clackamas High School 1971 — 1975
Carlino Capital Management November 2007 - Present
Aegis Investment Advisors November 2006 - November 2007
Pitcairn Financial Group September 1994 - November 2006
Mellon Private Asset Management 1990 - 1994
Mellon Bank (Commonwealth Region) July 1987 - January 1990
Mellon Bank NA June 1985 - June 1987
Mellon Bank (Central Region) September 1980 - June 1985
Skills
Investments, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Private Equity, Venture Capital, Portfolio Management, Equities, Strategic Financial..., Mutual Funds
Education
Fairleigh Dickinson University 1975 — 1979
MBA, Finance, Economics
Rider University 1968 — 1972
BS Commerce, Finance
Genesys 2005 - Present
Genesys Telecommunications Labs, Inc. 2000 - 2003
Management Science Associates, Inc. 1998 - 2000
Mellon Bank, N.A. 1995 - 1998
Mellon Bank, N.A. 1992 - 1995
Skills
Telecommunications, Genesys, Professional Services, Integration, CTI, Unified Communications, Managed Services, PMP, IVR, Customer Experience, Contact Centers, SIP, Solution Selling, Call Centers, IT Management, Service Delivery, System Deployment, Team Leadership, Go-to-market Strategy, IT Service Management, Enterprise Software, Pre-sales, Program Management, Solution Architecture, Business Intelligence, SaaS, Enterprise Architecture, Outsourcing, VoIP, Strategy
Education
Penn State University
Bachelor's Degree
Vanguard Group, Inc. September 2003 - Present
Vanguard Group, Inc. May 1998 - September 2003
CoreStates Bank 1981 - 1998
Mellon Bank NA July 1978 - November 1979
Skills
Series 7, Series 63, Sales, Mutual Funds, Wealth Management, Investments, Asset Management, Asset Allocation
Education
Lehigh University 1974 — 1981
BS, MBA, Finance
Fiserv, Inc January 1998 - August 2011
MELLON BANK NA March 1997 - January 1998
Omega Systems,Inc 1990 - March 1997
Equitable Resources, Inc 1984 - 1990
Skills
CICS, COBOL, Fileaid, JCL, JavaScript, CSS, Subversion, HTML, Seapine Test Track Pro, Homesite, Assembler, Panvalet
Education
ICM School of Business 1980 — 1985
Computer Programming for College Graduates
Duquesne University 1978 — 1978
Graduate School of Education
Duquesne University 1969 — 1973
Bachelor of Science, Secondary Education Mathematics
blueharbor bank November 2008 - May 2012
Mellon Bank, N.A. 1993 - 1999
Education
Duquesne University 1992 — 1993
Paralegal Certificate, Paralegal Studies
Allegheny College 1987 — 1991
B.A., Political Science
Latham, Shuker, Eden & Beaudine, LLP 2015 - Present
Latham, Shuker, Eden & Beaudine, LLP 2007 - Present
Eckert Seamans 2004 - 2007
DKW Law Group 2000 - 2004
Mellon Bank, N.A. 1997 - 2000
Babst, Calland, Clements & Zomnir, P.C. 1989 - 1997
Buchanan Ingersoll, PC 1985 - 1989
Skills
Corporate Finance, Mergers, Commercial Litigation, Civil Litigation, Litigation, Mergers & Acquisitions, Intellectual Property, Corporate Law, Corporate Governance, Restructuring, Arbitration
Education
Carnegie-Mellon University Graduate School of Industrial Administration 1982 — 1985
M.S.I.A. (MBA)
University of Pittsburgh School of Law 1981 — 1985
J.D.
Penn State University 1977 — 1979
B.S., Secondary Education
United States Military Academy at West Point 1974 — 1976
Engineering
Convergent EDM, Inc. February 1998 - Present
Friends of the Peoria Public Library 2014 - Present
Hallmark Cards, Inc. June 1996 - January 1998
Hallmark Cards, Inc. May 1994 - May 1996
Hallmark Cards, Inc. January 1990 - May 1994
Mellon Bank, N.A. June 1986 - May 1988
Skills
Product Management, Integration, Sales, Sales Operations, Software Development, Business Development, Business Intelligence, New Business Development, Public Relations, Strategic Planning, Customer Service, Enterprise Software, Strategy, Account Management, Business Planning, Retail
Education
University of Notre Dame - Mendoza College of Business 1988 — 1989
MBA, Business
Indiana University of Pennsylvania 1982 — 1986
BS, Business Administration
Washington Area Teachers Federal Credit Union September 2005 - Present
Citizens Bank May 2002 - September 2005
Mellon Bank, N.A. September 1998 - June 2002
Education
California University of Pennsylvania 1990 — 1995
B.A., Parks and Recreational Management
Ringgold Senior High School 1986 — 1990
Academic
Retirement LLP August 2015 - Present
Self-employed mystery-adventure writer January 2012 - Present
Oakwood Hospital January 2012 - July 2015
Accretive Solutions August 2010 - January 2012
Delphi Automotive June 1999 - September 2010
Coopers & Lybrand 1995 - 1999
Great Lakes Bancorp 1990 - 1995
Manfacturers Nat'l Bank August 1987 - August 1990
Mellon Bank NA August 1981 - August 1987
United States Navy January 1973 - August 1979
Skills
Process Improvement, IT Audit, Sarbanes-Oxley Act, Information Technology, Information Security, Security, Management, Risk Assessment, Business Process..., Auditing
Education
University of Michigan - Stephen M. Ross School of Business 1979 — 1981
MBA, Management Information Systems, General
Oakland University 1968 — 1972
BA, History
Dorazio Law Group, P.C. January 2003 - Present
PNC Bank, N.A. September 2001 - September 2002
Obermayer Rebmann Maxwell & Hippel LLP April 1997 - March 2001
Mellon Bank, N.A. June 1993 - March 1996
Ebony Bull Company January 1992 - May 1993
Consolidated Natural Gas September 1982 - May 1993
Newman & Holtzinger May 1992 - August 1992
Skills
Commercial Litigation, Trusts, Wills, Corporate Law, Tax, Buying and Selling..., Estate Planning, Commercial Transactions, Selling Businesses, Retirement, Real Estate, Wealth Management, Investments, Small Business, Negotiation, Commercial Real Estate, Portfolio Management, Management, Legal Writing, Finance, Strategic Planning, Leadership
Education
Duquesne University 1989 — 1993
J.D., Doctorate of Law
Pennsylvania State University Main Campus 1978 — 1982
Bachelor of Arts, Marketing/Advertising
University of North Carolina Wilmington July 2003 - Present
Dean & Company January 1990 - June 2003
Kettler & Scott, Inc 1985 - January 1991
Washington Tool & Machine Co, Inc January 1979 - January 1985
Mellon Bank, NA July 1976 - June 1980
Coopers & Lybrand April 1972 - January 1976
Skills
Government, Strategic Planning, Public Speaking, Research, Microsoft Office, Marketing, Manufacturing, Nonprofits, Leadership, Budgets, Accounting
Education
Point Park University 1968 — 1972
BS, Accounting
Indiana University of Pennsylvania
Shepherd Hardware Products February 2000 - Present
Foster Printing Service August 1998 - February 2000
VIA Marketing, Inc. 1991 - 1997
VTI (Chicago, IL) 1989 - 1991
Mellon Bank NA 1979 - 1986
Mobil Oil Corporation 1975 - 1978
Skills
Graphic Design, Creative Direction, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, QuarkXPress, Image Editing, Logo Design, Pre-press, Production Supervision, Layout, Adobe Creative Suite, Corporate Identity, Art Direction, Brochures
Education
Art Institute of Pittsburgh 1970 — 1973
Associate of Arts (AA)
M&T Bank 2007 - Present
Fifth Third Bank 2004 - 2007
Mellon Bank, N.A. 1990 - 2004
Security Pacific Bank 1987 - 1990
Security Pacific Bank 1985 - 1987
Crocker National Bank 1978 - 1985
Skills
Credit, Business Development
Education
Cornell University - Ithaca, New York
Bachelors of Science, Economics and Business
State University of New York at Binghamton
Masters of Science, Finance
ProMedica June 2014 - Present
ProMedica January 2013 - June 2014
ProMedica May 2012 - January 2013
University of Toledo September 1989 - July 2012
Virginia Tech September 1987 - August 1989
Bowling Green State University August 1984 - August 1987
Virginia Tech September 1981 - August 1984
Mellon Bank, N.A. September 1978 - August 1981
Westmoreland Computer Services January 1975 - August 1976
Skills
Lawson General Ledger, Stockell Insight, Visual Basic, Microsoft Office (VBA), Microsoft Excel, Microsoft Access, Microsoft SQL Server, SAS programming, Finance, Analysis, Financial Analysis, Accounting, Accounts Receivable, Public Speaking, Budgets, Financial Reporting, Healthcare, Customer Service, Leadership, Access
Education
University of Toledo 2009 — 2011
Post-Baccalaureate Certificate, Health Information Administration
Virginia Tech 1981 — 1984
PhD, Major: Finance, Minors: Statistics, Econometrics
Virginia Tech 1976 — 1978
MBA, Major: Finance, Minor: Management Science
Grove City College 1970 — 1974
BA, Major: Business Administration
Arts Alliance of the Ann Arbor Area 2008 - 2009
Ann Arbor Area Community Foundation 2000 - 2005
Mellon Bank NA 1996 - 1999
Skills
Financial Management, College Teaching, Investment Advisory
Education
Michigan State University 1984 — 1986
MBA, Finance
BNYMellon Managing directorBNY Mellon2001 - 2011
ING Barings March 1995 - June 2000
Baring Securities January 1994 - February 1995
Mellon Bank NA 1992 - 1994
Education
Indiana University of PA 1989 — 1992
Bachelors, Business Administration
J.P. Morgan November 1996 - Present
Federal Home Loan Banks November 1995 - November 1996
Morgan Stanley & Co. September 1980 - September 1994
First Pennco Securities, Inc. June 1976 - September 1980
Mellon Bank, N.A. April 1974 - June 1976
United States Army June 1970 - April 1974
Skills
Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Mergers & Acquisitions, Finance, Derivatives, Leadership, Due Diligence
Education
Middlebury College 1966 — 1970
A.B., American History
Clearview Federal Credit Union January 2008 - Present
Fiserv October 2005 - November 2007
Fiserv August 2000 - September 2005
Fiserv August 1998 - July 2000
Fiserv October 1995 - July 1998
Fiserv June 1993 - September 1995
Mellon Bank, N.A. June 1985 - May 1993
Skills
Access, MS Project, Process Development, Competitive Analysis, Visio, Word, Excel, Outlook, Project Management, Software Documentation, Banking, Data Warehousing, Software Development, Microsoft Excel, CRM, Business Intelligence, Process Improvement, Microsoft Word, Process Simulation
Education
Duquesne University
Bachelor of Science, Business Adminsitration
Utility Service Partners, Inc. April 2008 - October 2010
SPX Dehydration and Process Filtration May 2006 - March 2008
Mellon Bank, N.A. December 2001 - August 2003
Education
Robert Morris University 1995 — 1998
Master of Science, Taxation
Pittsburgh Cultural Trust February 2015 - Present
de Vera and Associates, LLC 1984 - January 2015
Greater Works 2003 - 2011
Mellon Financial Serivces 1999 - 2001
Mellon Bank, N.A. 1984 - 1995
Touche Ross (Deloitte & Touche) 1982 - 1984
Skills
Adaptable and Reliable, Positive and Forward..., Effective Business Coach, Productive Promotor, Team Building, Business Development
Education
Duquesne University 1978 — 1982
Business, Accounting
BNYMellon Vice PresidentJPMorgan Chase1998 - 2006
PNC Bank, N.A April 1996 - October 1998
Mellon Bank, N.A. February 1985 - April 1996
Skills
Financial Services, Banking, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1992
MBA, Finance
West Virginia University 1979 — 1983
B.S., Finance
Mt. Lebanon High School 1975 — 1979
North Philadelphia Health System September 2012 - Present
North Philadelphia Health System February 2009 - August 2012
North Philadelphia Health System July 2004 - January 2009
Tenet Healthcare July 1999 - July 2004
Mellon Bank, NA June 1998 - July 1999
Skills
Employee Relations
Education
Temple University - Fox School of Business and Management
Bachelors, Human Resources
American Economic Association November 2005 - Present
Equitable Gas (Contractor) 2002 - January 2006
Memory & Systems Technology April 1998 - July 2002
Harbison Walker Refractories (Contractor) 1997 - 1997
Mellon Bank Corporation 1993 - 1996
Mellon Bank, NA January 1993 - 1994
City Theatre Company January 1987 - October 1992
Skills
Databases, Software Documentation, Software Development, HTML, Linux, Web Development, Troubleshooting, Web Applications, PHP, Project Management, Business Analysis, Management, Database Design, Data Analysis, Servers, Customer Service, Studio Recording, Remote/Onsite Recording, Audio Engineering, Songwriting, Song Production, Guitar Player, Musical Instruction, Theatrical Production, Sound Reinforcement, Theatrical Marketing, Apologetics, Exegesis
Education
University of Pittsburgh 1985 — 1990
AxelaCare Health Solutions April 2014 - Present
Walgreens/Critical Care Systems March 2012 - April 2014
Critical Care Systems July 2004 - March 2012
Temple University Hospital February 2001 - June 2004
Omnicare Inc. December 1998 - September 2000
Senior Quarters July 1998 - November 1998
Mellon Bank, NA June 1997 - July 1998
Capstone July 1996 - May 1997
Asco July 1994 - July 1996
Skills
Healthcare, Hospitals, Pharmacy Automation, Medical Terminology, IV, Pharmacy, HIPAA, Inpatient, Home Care, Medicare, Acute Care, Critical Care, Medical Billing, Pain Management, Data Entry, Patient Education, Disease Management, Medicaid, Patient Advocacy, Medication..., Revenue Cycle, Healthcare Industry, Home Infusion, Pharmacy Technicians, Medical Coding, Pyxis, Chemotherapy, Patient Safety, Healthcare Reimbursement, Pediatrics, Medicare Part D, Medication Therapy..., Medical Records, Durable Medical..., JCAHO, Pharmacueticals, Home Health Agencies, Long-term Care, ICD-9, Utilization Management, Managed Care, Ambulatory Care, Pharmacy Benefit..., ICU, Meditech, Pharmaceutical Industry
Education
Certified Pharmacy Technician
CPhT
National Massage Therapy Institute 2003 — 2003
Certified Massage Therapist, Massage Therapy/Therapeutic Massage
Delaware County Community College 2000 — 2002
Associate of Science (A.S.), Science for Health Professions
Meridian Shiatsu Institute 1996 — 1997
Diplomat of Oriental Bodywork Therapy, Massage / Bodywork
First Capital Hotels, LLC 2006 - 2008
Mellon Bank, NA October 1994 - October 1998
Ernst & Young, LLP June 1993 - October 1994
PNC Bank January 1990 - August 1992
Skills
Commercial Banking, Cash Management, Asset Management, Banking, Investments, Business Development, Financial Analysis, Analytical Skills, Organized Multi-tasker, Problem Solving, Accounting
Education
MBA, Katz Graduate School of Business, University of Pittsburgh, Pennsylvania 1992 — 1993
Masters of Business Admisnistration, Accounting and Finance
Muhlenberg College 1985 — 1989
Bachelor's of Arts Business Administration, Finance and Marketing