Mellon Capital
Address: 50 Fremont Center, 50 Fremont St #3900, San Francisco, CA 94105 Phone: (415) 546-6056: Category: Website: : : : Place name: : : Hours: Website: https://www.mcm.com/web/mcm Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mellon Capital Management Corporation Posting publicly on the Web Write a review Reviews 4 Google reviews
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Mellon Capital Employees
Mellon Capital June 2015 - Present
Information Technology Services, UC Santa Cruz August 2014 - Present
Information Technology Services, UC Santa Cruz June 2014 - Present
Information Technology Services, UC Santa Cruz May 2014 - August 2014
Information Technology Services, UC Santa Cruz September 2013 - June 2014
Aim High June 2010 - May 2014
Education
University of California, Santa Cruz 2012 — 2016
Business Management Economics
Balboa High 2008 — 2012
Coldwell Banker September 2015 - Present
Robert Half Finance & Accounting September 2015 - Present
Mellon Capital November 2014 - July 2015
Donnelly-Boland and Associates January 2012 - November 2014
Skills
Public Speaking, Accounting, Budgets, Microsoft Office, QuickBooks, Accounts Payable, Account Reconciliation, Journal Entries, Management, Microsoft Excel, Microsoft Word, Invoicing, Payroll, PowerPoint, Accounts Receivable
Education
La Roche College 2013 — 2014
Bachelor's Degree, Accounting
La Roche College 2013 — 2014
Bachelor's Degree, Management
Community College of Allegheny County 2010 — 2012
Associate of Science (A.S.), Accounting
Mellon Capital February 2015 - Present
Mellon Capital September 2013 - February 2015
Mellon Capital March 2011 - September 2013
Zenith Insurance Company (United States) September 2006 - November 2007
Skills
Risk Management, Analysis, Relationship Management, Finance, Project Management, Equities, Fixed Income, Bloomberg, Team Building, Securities, Banking, Hedge Funds, Alternative Investments, Investment Management, Derivatives, Bonds, Capital Markets, Commodity, ETFs, Middle Office, Bloomberg Terminal, AML, Emerging Markets, Currency
Education
The University of Chicago 2005 — 2006
Master of Arts (MA), Social Sciences
University of California, Berkeley 2000 — 2003
Bachelor of Arts (BA), European History
BNY Mellon Wealth Management September 2014 - Present
Mellon Capital Management October 2012 - August 2014
Mellon Capital April 2011 - November 2012
BNY Mellon July 2008 - April 2011
Pittsburgh Pirates January 2008 - May 2008
Skills
Equities, Securities, Bloomberg, Investments, Banking, Asset Managment, DTC, Global Custody, Financial Services, Corporate Communications, Teamwork, Organization, Marketing, Event Management, Data Analysis, Financial Analysis, Corporate Actions, Product Marketing, Public Relations, Fixed Income, Asset Allocation, Microsoft Word, Sales, Facebook, Marketing Communications, Management, Analysis, Hedge Funds, Finance, Lotus Notes, Business Analysis, Social Networking, Mutual Funds, Asset Management
Education
Point Park University 2009 — 2010
MBA, Managemant
University of Pittsburgh 2006 — 2008
BSBA, Marketing
Community College of Allegheny County 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences/Liberal Studies
Mellon Capital July 2013 - Present
Mellon Capital September 2010 - July 2013
BNY Mellon Wealth Management June 2008 - September 2010
Skills
Business Process..., Project Leadership, Data Analysis, Procedure Development, Client Focus
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Finance, General
Gettysburg College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Business Management
Flywheel Networks January 2013 - Present
Mellon Capital January 2008 - November 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, Financial Modeling, Valuation, Social Media Marketing, Python, VBA, Google Adwords, Tableau, Facebook Marketing, SEM, PPC Bid Management
Education
University of California, Berkeley 1999 — 2003
A.B., Physics
Revel Systems iPad POS May 2015 - Present
Playpass Sports July 2014 - December 2014
Abercrombie & Fitch October 2013 - June 2014
Mellon Capital June 2012 - August 2012
Pinturas International November 2008 - December 2008
Skills
Social Networking, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Advertising, Marketing, Multicultural, Spanish, Sales, Spanish-speaking, Limited Conversational..., Microsoft Word, Teamwork, Salesforce.com
Education
University of San Francisco 2009 — 2013
Bachelor of Science (B.S.), International Business
University of San Francisco
International Business
The Student Advocate's Office September 2013 - Present
Mellon Capital June 2015 - August 2015
UC Berkeley September 2014 - January 2015
Young Entrepreneurs at Haas June 2014 - August 2014
Skills
Investments, Policy Analysis, Advising Clients, Microsoft Excel, Teaching, Case Studies, Leadership, Data Analysis, Event Planning, Microsoft Office, Community Outreach
Education
University of California, Berkeley 2013 — 2017
Economics
Mellon Capital Management February 2011 - Present
Mellon Capital September 2008 - February 2011
Mellon Capital May 2001 - September 2008
Capstan April 2000 - May 2001
Banc America Securities LLC April 1998 - April 2000
Nicholas Applegate June 1994 - April 1998
Sybase 1992 - 1994
MacKay Shields 1988 - 1990
Skills
Project Management, Software Engineering, Server Architecture, Application Architecture, Software Project..., Architecture, Business Development, Integration, Leadership, Management, Market Data, Software Development
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Arts (B.A.)
BNY Mellon July 2015 - Present
Self employeed 2013 - Present
The Bank of New York Mellon January 2008 - July 2015
Mellon Capital April 2011 - October 2013
BNY Mellon January 2008 - April 2011
Skills
Project Management, Investments, Middle Office, Securities, Risk Management, Equities, Fixed Income, Investment Management, Bloomberg, ETFs, FINRA, Corporate Actions, Asset Management, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Charles River IMS, Asset Managment, Mutual Funds, Anti Money Laundering, Regulatory Compliance, Project Implementation, Fitness Instruction
Education
Indiana University of Pennsylvania 2005 — 2006
Master of Arts (M.A.)
Indiana University of Pennsylvania 2001 — 2004
Bachelor of Arts (B.A.)
Kennametal December 2014 - Present
Kennametal April 2013 - November 2014
Mellon Capital March 2009 - April 2013
Skills
Hyperion Enterprise, Hyperion Planning, SAP, Bloomberg, Microsoft Excel, Oracle, Outlook, PowerPoint, SOX Compliancy, Sarbanes-Oxley, Account Reconciliation, Budgets, Forecasting, Strategic Financial..., Accounting, Cost Accounting, Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Bloomberg Terminal, Financial Statements, Financial Accounting, General Ledger, Portfolio Management, Equity Research, Investment Management, Asset Management
Education
Dunlap Stone University 2015 — 2015
U.S. Export Compliance Officer, Export Compliance
Seton Hill University 2001 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Greater Latrobe high school 1998 — 2001
Mellon Capital May 2015 - Present
Mellon Capital May 2013 - April 2015
BNY Mellon August 2011 - August 2013
Fastenal June 2010 - March 2011
Skills
Financial Accounting, Financial Reporting, Accounting, Small Business Marketing, Corporate Tax, General Ledger, Financial Analysis, Microsoft Office, Tax Law, PowerPoint, Microsoft Excel, Investment Management, QuickBooks, Marketing Communications, Account Reconciliation, Marketing
Education
St. Francis University 2007 — 2011
Bachelor’s Degree, Accounting
St. Francis University 2007 — 2011
Bachelor’s Degree, Finance
Mellon Capital June 2015 - Present
Mellon Capital January 2014 - Present
Mellon Capital Management November 2012 - January 2014
Gap Inc./Banana Republic May 2012 - August 2012
BlackRock February 2011 - March 2012
InterContinental Hotels Group May 2010 - August 2010
Puma September 2009 - December 2009
Beach Sports June 2004 - September 2009
LA Food Show June 2007 - January 2009
CBS News January 2006 - February 2006
Skills
Social Media, Marketing Strategy, Social Media Marketing, Microsoft Excel, Market Research, Marketing, PowerPoint, Online Advertising, Microsoft Office, Marketing Communications, Spanish
Education
Endicott College 2009 — 2010
Masters, Business Administration
Endicott College 2005 — 2009
Bachelor of Science, Business Administration/Marketing
PwC June 2015 - Present
State Street September 2013 - May 2014
Mellon Capital June 2013 - August 2013
Skills
PowerPoint, Fundraising, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Time Management, Teamwork, Organization, Administrative Work, Presentations, Leadership, Public Speaking, Social Networking, Management, Customer Service, Facebook
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
BBA, 3.9 GPA
University College Dublin 2014 — 2014
Semester Abroad, Lochlann Quinn School of Business
Melrose High School 2008 — 2012
High School, 4.17 GPA
PubMatic August 2013 - Present
Mellon Capital December 2008 - July 2013
Mellon Capital July 2004 - December 2008
VRP Consulting August 2001 - July 2004
Skills
Disaster Recovery, Autosys, SQL, Business Analysis, Databases, Charles River IMS, Technical Support, Bloomberg, JIRA, Risk Management, SDLC, Portia, Microsoft SQL Server, Data Management, Windows 7 Migration, VBA, Vendor Management, Business Process, Project Management, Solaris, Business Intelligence, Active Directory, Unix Shell Scripting, HTML, XML, SFTP, Citrix, Windows Server, Perl Script, Regular Expressions, FTP, BizTalk, Eagle PACE, DOS, FIX, OpenRTB, JavaScript, Red Hat Linux, Cookies, MySQL, Excel Pivot, Network Architecture, Firebug, Python, Hive, Big Data, Curl, APIs, HTTPS, Encryption
Education
Mississippi State University 1999 — 2001
Bachelor of Arts (B.A.), Business Information Systems
INTI College Subang Jaya 1997 — 1999
Mellon Capital January 2012 - Present
Cogence Capital February 2009 - January 2012
Barclays Global Investors (BlackRock Inc.) March 2000 - November 2008
Barclays Global Investors (BlackRock Inc.) March 1996 - March 2000
Skills
Software Development, Software Engineering, Machine Learning, Data Management, Data Modeling, Quantitative Research, Data Mining, Data Analysis, Trading, Project Management, Statistics, Optimization, JavaScript, Software Design, R, Python, C++, C#, Public Speaking, Software Quality..., Hadoop, NoSQL, Research, Databases, PowerPoint, Microsoft Office, Outlook, Analysis, Leadership, Process Improvement, Analytics, Team Management, Java, HTML, SQL, Programming, System Administration, Forecasting, C, Access, Team Leadership, Program Management, Management, Microsoft Excel, Design Patterns, Quantitative Finance, Visual Basic, Portfolio Management, VBA, Windows
Education
Ecole normale supérieure de Lyon
Master of Science (MS), Physics
Universite Claude Bernard, Lyon, France
Doctor of Philosophy (Ph.D.), Physics
Pinn June 2015 - Present
San Diego State University December 2014 - June 2015
Scottrade September 2013 - December 2014
Mellon Capital May 2014 - August 2014
Braathe Enterprises March 2013 - August 2013
Daily Aztec August 2011 - December 2011
Skills
Time Management, Finance, Data Analysis, Facebook, PowerPoint, Public Speaking, Computer Science, Critical Thinking, Microsoft Office, Windows, Sales, Fundraising, C/C++ STL, Java, Entrepreneurship, Spanish, Advertising, Leadership, Financial Analysis, Research, Leadership Development, Investments, Recruiting, Corporate Finance, Presentations, Cantonese, Writing, Bloomberg, Microsoft Excel
Education
San Diego State University-California State University 2010 — 2015
Bachelor of Science (B.S.), Finance / Applied Mathematics
Auckland University of Technology 2013 — 2013
Business, Finance
Aragon
Slalom Consulting October 2014 - Present
Mendosoft January 2007 - 2014
Sunrun 2010 - 2012
BlackRock 2004 - 2006
Alier, Inc. 1998 - 2000
Mellon Capital 1992 - 1998
Skills
Java, JavaScript, J2EE Application..., SQL, Software Development, Agile Methodologies, Software Project..., HTML, Cloud Computing, SaaS, Web Services, Enterprise Software, Financial Services, jQuery, Enterprise Architecture, Software Engineering, Business Analysis, Web Applications, Software Design, MBA, Node.js, Android Development, iOS development, jQuery Mobile, PhoneGap, Business Process..., Software Consulting, SDLC, Databases, REST, SOA, J2EE Web Services, Java Enterprise Edition
Education
St. Mary's College of California 1990 — 1991
MBA, International Business
SFSU 1989 — 1990
Bachelor of Science (BS), Finance and Investment Management
UC Berkeley 1982 — 1986
Computer Science
Mandarin Oriental Hotel Group October 2007 - Present
BuildSite LLC 2004 - 2006
Mellon Capital 1995 - 2002
Credit Suisse 1984 - 1995
Skills
Client Liaison, Financial Services, Sales Presentations, Investment Banking, Investment Management..., Human Resources, Hospitality Industry, Executive..., Municipal Bonds
Education
Holy Names University
Bachelor of Arts (B.A.), Business Management/Economics
Mellon Capital February 2011 - Present
Mellon Capital April 2009 - February 2011
Mellon Capital 2007 - April 2009
Skills
Business Analysis, Equities, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Microsoft Excel, Public Speaking, Securities, Analysis, Valuation, Financial Analysis, Mutual Funds, Financial Reporting, Accounting
Education
Indiana University of Pennsylvania 2005 — 2006
Master of Business Administration (M.B.A.), Master of Business Administration (Executive Program)
Saint Vincent College 1997 — 2002
Bachelor of Science (B.S.), Accounting and Business Management
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Business Analysis (2012)
Mellon Capital September 2014 - Present
Mellon Capital June 2013 - September 2014
Mellon Capital December 2011 - June 2013
BNY Mellon May 2010 - December 2011
Skills
Microsoft Excel, SharePoint, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Asset Management, Time Management, Customer Service, Investments, Finance
Education
Duquesne University 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Slippery Rock University of Pennsylvania 2008 — 2010
Bachelor's Degree, Finance, GPA: 4.0
Duquesne University 2006 — 2008
Bachelor's Degree, Finance
Deutsche Bank September 2014 - Present
Deutsche Bank June 2013 - August 2013
Mellon Capital June 2012 - August 2012
Sterns Consulting June 2010 - August 2010
San Francisco Youth Commission September 2009 - June 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics with a concentration in Finance
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Political Science
International High School of FAIS 2006 — 2010
High School, International Baccalaureate Bilingual Diploma
Mellon Capital 2014 - Present
EACM Advisors LLC (BNY Mellon Asset Management) 2005 - 2013
DKR Capital 2001 - 2005
New York Mercantile Exchange 1999 - 2001
AIG Trading Group 1997 - 1999
Skills
Hedge Funds, Fund Of Funds, Commodity Markets, Equity Trading, Options, Investor Relations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Product Strategies, Persuasive Presentation..., Manage Client..., Alternative Investments, Equities, Asset Management, Finance, Investments, Commodity, Financial Services, Investment Strategies, Wealth Management, Bloomberg, Institutional..., Securities, Portfolio Management, Financial Modeling, Derivatives, Private Equity, Funding
Education
Bentley University
Bachelor of Science (B.S.), Accounting
Mellon Capital June 2013 - Present
State Street Global Advisors June 2010 - June 2013
OpenBook by Yellowstone Hotel Systems May 2008 - February 2009
United Nations 2007 - 2007
HELP International February 2006 - September 2006
Skills
Portfolio Management, Fixed Income Portfolio..., ETFs, Asset Managment, SQL database design, Fixed Income, Investment Theory, Visual Basic, Stata, SPSS, Matlab, Bloomberg Terminal, Market Axess, POINT, unicycle, Barclays Live, Excel, PowerPoint, Sales Management, Qualitative Research, Rock Climbing, Indexing, Index Funds, Asset Management, Public Speaking, SQL
Education
Brandeis University, Lemberg - International Business School 2009 — 2011
Masters, International Economics and Finance
Brigham Young University - Idaho
BS, International Econ. / Finance
Mellon Capital December 2014 - Present
Dimensional Fund Advisors April 2014 - December 2014
Mellon Capital June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
LinkedIn March 2012 - June 2012
UBS Wealth Management February 2011 - May 2011
Skills
Java, SQL, XML, MySQL, Bloomberg, Microsoft SQL Server, VBA, Python, C#, Investment Management, Matlab, Portfolio Management, Quantitative Investing
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Computer Science
Mellon Capital November 2014 - Present
BNY Mellon July 2013 - November 2014
University of Pittsburgh September 2012 - June 2013
University of Pittsburgh November 2011 - August 2012
University of Pittsburgh May 2010 - November 2011
University of Pittsburgh February 2010 - April 2010
YMCA February 2008 - July 2009
Butler County Parks & Recreation June 2007 - August 2007
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Finance, 3.77
Butler Area High School 2005 — 2009
Mellon Capital January 2015 - Present
Fidelity Investments March 2013 - January 2015
UPMC August 2012 - March 2013
UPMC May 2012 - August 2012
Bayer HealthCare May 2011 - August 2011
Bayer HealthCare November 2010 - July 2011
Valley Magazine September 2008 - December 2010
Whirl Publishing May 2010 - August 2010
Valley Magazine January 2009 - June 2010
Skills
Social Media, Social Media Marketing, Public Relations, Marketing Communications, Advertising, Event Planning, Facebook, Marketing, Email Marketing, Microsoft Office, Internal Communications, Marketing Strategy, Press Releases, Project Management, Sales, Research, Publishing, Editing, Blogging, Newsletters, Social Networking, Magazines, Leadership
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business Intended 2008 — 2012
Bachelor of Science, Marketing
The Pennsylvania State University 2008 — 2012
BA, Public Relations
International Education Services c 2011 — 2011
Bachelor of Arts, Public Relations
Mellon Capital May 2014 - Present
BNY Mellon June 2012 - May 2014
Skills
Finance, Financial Analysis, Microsoft Excel, Access, Accounting, Portfolio Management, Account Reconciliation, Financial Services, Time Management, Microsoft Office, Mutual Funds, Customer Service, Public Speaking, Securities, Equities
Education
Slippery Rock University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Finance
Apple April 2014 - Present
Backseat Productions January 2011 - Present
Merit Security May 2014 - April 2015
U.S. Department of Justice April 2014 - April 2014
Mellon Capital October 2013 - February 2014
Hexaware Technologies September 2013 - October 2013
EY September 2013 - October 2013
Mozilla Corporation January 2013 - August 2013
Year Up September 2012 - August 2013
MOUSE August 2011 - May 2012
Skills
Computer Hardware, Computer Maintenance, Computer Graphics, Social Media Marketing, Social Media, Social Networking, Event Management, Event Planning, Facebook, Public Speaking, Research, SEO, Webmaster Services, Online Advertising, Marketing, Microsoft Office, Customer Service, Microsoft Excel, Editing, Troubleshooting, OS X, Windows, HTML, PowerPoint, Public Relations, Outlook, Networking, Technical Support, Operating Systems, Microsoft Word, Video Editing, Mac, Computer Repair, Hardware, Windows 7, Bugzilla, Teamwork, Software Installation, Management, Software Documentation, Mac OS, PC building, Help Desk Support
Education
City College of San Francisco 2012 — 2017
Associate of Science (A.S.), Computer Networking Information Technology
Year Up San Francisco Bay Area 2012 — 2013
Computer Networking Information Technology, Computer Systems Networking and Telecommunications
Central County Occupational Center 2011 — 2012
CompTIA A+, Computer Technology/Computer Systems Technology
College of San Mateo 2009 — 2010
High School Language Credits, Language Credits
Hillsdale High School 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Cypress Consulting August 2011 - Present
Cisco Systems January 2010 - July 2011
Cisco Systems February 2006 - December 2009
Symantec January 2005 - December 2005
Nuance Communications January 2002 - December 2004
Nuance Communications September 1999 - December 2001
BMC Software September 1996 - September 1999
Allianz Global Investors July 1992 - July 1994
Mellon Capital June 1990 - June 1992
Skills
Sales, Marketing, Global Business..., Case Studies, Success Stories, Customer Engagement, Customer Loyalty, Data Center, Program Management, Consulting, Cloud Computing, Strategy, Strategic Partnerships, SaaS, Go-to-market Strategy, Sales Enablement, Management, Leadership, Business Alliances, CRM
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
University of California, Berkeley 1986 — 1990
BA
Lick Wilmerding High School 1982 — 1986
Town School for Boys 1973 — 1982
Mellon Capital July 2014 - Present
Mellon Capital Management July 2011 - July 2014
The Bank of New York Mellon February 2010 - July 2011
Legend Financial Advisors, Inc. January 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Finance, Quantitative Analytics, Strategic Planning, Equities, Hedge Funds, Asset Management, Investments, Valuation, Process Improvement, Microsoft Excel, Capital Markets, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2012
MBA, Investment Strategy
University of Pittsburgh 2005 — 2009
Bachelor of Science, Business Administration
Mellon Capital March 2006 - Present
Callan Associates, Inc. September 2000 - February 2006
Federal Home Loan Bank of San Francisco June 1998 - June 2000
SKBA Capital Management, LLC June 1997 - December 1997
Raymond James (Morgan Keegan) June 1994 - August 1996
Skills
Investments, Capital Markets, Product Management, Financial Services, Financial Analysis, Competitive Analysis, Institutional..., Investment Banking, Strategy, Strategic Planning, Treasury Management, Pension Funds, Investment Advisory, Fixed Income, Hedge Funds, Alternative Investments, Investment Management
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (M.B.A.), finance and real estate
Dartmouth College 1990 — 1994
Bachelor's Degree, History and Economics
BNY Mellon July 2012 - Present
PwC October 2010 - June 2012
Mellon Capital January 2008 - October 2010
Skills
Proficient with..., Works well within a..., Excellent problem..., Efficient at..., Quickly grasps new..., Strong analytical and..., Able to work...
Education
La Roche College 2002 — 2007
Bachelor's degree, Accounting
Franklin Templeton Investments February 2015 - Present
Mellon Capital September 2013 - January 2015
Charles Schwab Investment Management December 2010 - January 2013
Charles Schwab & Co. July 2008 - December 2010
Charles Schwab & Co. 2000 - 2008
Charles Schwab & Co. 1996 - 2000
Education
Golden Gate University
Masters of Science in Finance
St. Mary's College of California
Bachelor of Arts (B.A.), Business/Commerce, General
Balyasny Asset Management L.P. September 2015 - Present
Mellon Capital March 2013 - September 2015
Bank of New York Mellon January 2008 - March 2013
FMV Opinions, Inc. 2007 - 2008
National Semiconductor 2006 - 2007
Skills
CFA Designation, CAIA Designation, Series 7, Series 55, Series 63, Equity and Derivatives..., Bloomberg, Valuation, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Equity Research, Due Diligence, Risk Management, Financial Statement..., DCF, Asset Managment, CFA Society of San..., Equities
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (BS), Financial Management
Mellon Capital December 2014 - Present
Mellon Capital September 2013 - November 2014
G&D Restaurant Associates September 2012 - August 2013
Amagansett Hospitality Group 2006 - 2013
Sterling Design and Communications January 2012 - May 2012
Skills
Social Media Marketing, Press Releases, Public Relations, Marketing, Marketing Communications, Event Planning, Research, Fundraising, Microsoft Excel, Editing, Financial Markets, Financial Reporting, Market Research, Advertising, Graphic Design, Adobe Creative Suite, Finance, Public Speaking, InDesign, Web Design, Sales, Management, PowerPoint
Education
Keene State College 2008 — 2012
Bachelor of Arts (B.A.), Communications Minors: Political Science, Philosophy, 3.7 GPA
Lorenzo De Medici 2010 — 2010
Italian, Philosophy
Mellon Capital March 2013 - Present
Mellon Capital January 2009 - February 2013
Mellon Capital January 2004 - January 2009
Mellon Capital November 2000 - January 2004
Gifford Fong Associates August 1997 - November 2000
Skills
Derivatives, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Financial Markets, Emerging Markets, Investments, Investment Strategies, Quantitative Analytics, Portfolio Optimization, Risk Management, ETFs, Investment Management
Education
Texas A&M University 1996 — 1997
Master of Science (MS), Finance, General
Texas A&M University 1994 — 1996
Master of Science (MS), Applied Mathematics
Fudan University 1989 — 1993
Bachelor of Science (BS), Operations Research
Associated Students UCLA January 2012 - Present
Wallenberg Community Foundation November 2010 - June 2015
Mellon Capital June 2014 - September 2014
EducationSuperHighway July 2013 - March 2014
Skills
Windows Server, Graphic Design, Photoshop, C++, Computer Technology, Microsoft Word, Project Management, PHP, Microsoft Excel, PowerPoint, Mac OS, Barcode Technology, Visual Basic for..., PowerPoint Slide Design, HTML, SQL, Java, Android Development, Google Glass Development
Education
University of California, Los Angeles 2011 — 2015
Mellon Capital August 2015 - Present
BNY Mellon August 2015 - Present
Sales and Marketing Group May 2014 - August 2014
Billy's Roadhouse Bar & Grill December 2007 - August 2013
Skills
Accounting, Teamwork, Baseball, Sports Coaching, Bartending, Determined to Succeed, Adaptability, Microsoft Office, Marketing, Event Planning, Leadership, PowerPoint, Microsoft Word
Education
Seton Hill University 2010 — 2014
Accounting
Duquesne University 2009 — 2010
PIMCO August 2015 - Present
Mellon Capital July 2013 - August 2015
SS&C Technologies July 2012 - June 2013
SS&C Technologies November 2011 - July 2012
BTIG June 2010 - August 2010
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Finance
South Windsor High School 2003 — 2007
PineBridge Investments March 2012 - March 2015
BNY Mellon July 2010 - October 2011
BNY Mellon Asset Management January 2003 - June 2010
Mellon Capital December 1994 - December 2002
Unisys September 1991 - August 1992
CR&R Inc December 1988 - August 1991
Skills
Asset Management, Executive Management, International Economics, Leadership, Global Acumen, Equities, Fixed Income, Chinese, Strategy, Valuation, Finance, Joint Ventures, Cross-functional Team..., Investments, Portfolio Management, Securities, Management, Investment Management, Business Process, Mutual Funds, Financial Analysis, Asset Managment, Talent Management, Alternative Investments, ETFs, Hedge Funds
Education
Harvard University 1992 — 1994
Masters Degree, Government and Business
Georgetown University 1983 — 1988
Bachelors Degree, Humanities and International Affairs
Huntington Beach High School 1979 — 1983
Putnam Investments July 2013 - Present
Mellon Capital April 2002 - July 2013
Standish Mellon Asset Management December 1999 - March 2002
BNY Mellon April 1995 - November 1999
BNY Mellon June 1988 - March 1995
Skills
Institutional..., Alternative Investments, Business Development, Asset Allocation, Fixed Income, Equities, Hedge Funds, Financial Analysis, Asset Management, Commodity, CRM, Investment Management, Investment Strategies, Investments, Mutual Funds, Securities, Competitive Marketing..., Sales Operations, Management
Education
State University of New York at Albany
JTI (Japan Tobacco International) 2013 - Present
JTI (Japan Tobacco International) 2004 - 2013
Mellon Capital 2004 - 2004
Transamerica Flood Hazard Certification 2002 - 2003
Cingular Wireless 2000 - 2002
Skills
Management, Project Management, FMCG, Negotiation, Marketing Strategy, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, SAP, STAR, Gateway, Logistics, Customer Service, Inventory Management, Spreadsheets, Reporting & Analysis, Geological Mapping, Sales Analysis
Education
North Central University
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Mellon Capital June 2015 - Present
State Street December 2014 - May 2015
State Street October 2011 - December 2014
State Street April 2008 - October 2011
State Street October 2004 - April 2008
State Street June 2003 - October 2004
Skills
FX Options, Middle Office, Fixed Income, Back Office, Bloomberg
Education
Bentley University 1999 — 2003
BS, Finance
Mellon Capital 2015 - Present
Mudd Center for Ethics September 2014 - July 2015
New Horizon Financial Services June 2014 - August 2014
Acción Emprendedora August 2013 - December 2013
Move Your Money UK June 2013 - July 2013
Hillel at Washington and Lee University September 2011 - May 2013
Wells Fargo Securities April 2013 - April 2013
Joyeria Del Valle May 2012 - August 2012
Skills
Marketing, HTML, Adobe Creative Suite, Print Design, Logo Design, Photography, Microsoft Excel, Research, Customer Service, Intercultural..., PowerPoint, Highly detail oriented, Time Management, Organization, Adaptive Learning, Fast-paced, Microsoft Publisher, Microsoft Word, Open Minded, Spanish-speaking, Higher Education, Spanish, Sales, CSS, Web Design
Education
Washington and Lee University 2011 — 2015
Bachelor of Business Administration (BBA), Business/Commerce, Latin American and Caribbean Studies, GPA 3.43
John Cabot University 2014 — 2014
Bachelor of Business Administration (B.B.A.), GPA: 3.80
Universidad Adolfo Ibáñez 2013 — 2013
Bachelor of Business Administration (BBA), GPA: 3.60
Mellon Capital April 2015 - Present
Education
University of Pittsburgh-Johnstown 2007 — 2011
Bachelor of Arts (B.A.), Business - Finance
Mellon Capital May 2014 - Present
WVU iDesign August 2012 - May 2014
American Eagle Outfitters June 2013 - August 2013
Ultimate Sports & Games June 2010 - August 2013
Skills
Leadership, Teamwork, Organization, Close Attention to..., Written Communication, Time Management, Microsoft Excel, PowerPoint, SharePoint, Tradestone, QlikView
Education
Duquesne University 2014 — 2017
Master of Business Administration (MBA), Accounting and Finance
West Virginia University 2010 — 2014
Finance
Mellon Capital October 2014 - January 2015
E-Cubed USA September 2010 - September 2013
China Reinsurance Group Company June 2011 - July 2011
Skills
R, Microsoft Excel, Data Analysis, Mandarin, PowerPoint, Microsoft Office, VBA, Financial Modeling, Statistics, Actuarial Science, Microsoft Word, Financial Analysis, SQL, C++, Matlab, Java, Valuation, Quantitative Analytics, Analysis, Insurance, Entrepreneurship, Finance, Corporate Finance, Databases, C, Programming, HTML, Quantitative Finance, Mathematica, Visual Basic, Statistical Modeling, SAS, PHP, JavaScript, LaTeX, Recruiting, Marketing, Python, Quantitative Research, English, Risk Management
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master of Financial Engineering
Columbia University in the City of New York 2013 — 2013
Master of Operations Research, Financial and Managerial Application
University of Illinois at Urbana-Champaign 2008 — 2013
Bachelor, Actuarial Science, Statistics & Computer Science
Mellon Capital November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon June 2012 - June 2013
OPEN MINDS Circle August 2010 - May 2012
BNY Mellon May 2011 - September 2011
Skills
Analysis, Finance, Business Development, Forecasting, Strategic Planning, Leadership, Data Analysis, Financial Analysis, Financial Modeling, Research, Corporate Finance, Microsoft Excel, Financial Reporting, Strategic Financial...
Education
Gettysburg College 2008 — 2012
BA, Economics / History
Mellon Capital May 2015 - Present
Charles Schwab February 2003 - April 2015
Self Employed 1990 - 2015
Credit Suisse 2000 - 2002
Acteva 1998 - 2000
Skills
Editing, Leadership, Customer Service, Time Management, Financial Services, Microsoft Technologies, Event Planning, Management, Social Networking, Project Management, Marketing Strategy, Process Improvement, Human Resources, Microsoft Office, Rhythm, Sound, Program Management, Music, Photography
Education
University of Colorado at Boulder 1990 — 1994
Bachelor's Degree, Journalism and Mass Communication
Cheyenne Mountain High School 1987 — 1990
Fusion Investment Group January 2015 - Present
Mellon Capital June 2013 - August 2013
Oakmont Country Club March 2007 - May 2013
Legend Financial Advisors, Inc. September 2012 - January 2013
Skills
Bloomberg, Time Management, Microsoft Excel, R
Education
New York University 2015 — 2016
Master of Science (MS), Mathematics in Finance
Duquesne University 2011 — 2015
Finance & Math
Seaward Management 2018 — Present
Eaton Vance 2010 — 2013
Mellon Capital January 1997 — January 2010
PanAgora Asset Management January 1994 — January 1997
The Boston Company January 1992 — January 1994
Advisor Partners 2015 — 2017
Mellon Capital 2013 — 2015
Skills
Investments, Institutional Asset Management, Private Wealth Management
Education
University of Hartford 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Tano Capital 2013 - 2014
Red Span Asset Management 2010 - 2012
Mellon Capital 2007 - 2010
Franklin Templeton 2000 - 2007
Barclays Global Investors 1996 - 2000
NatWest 1993 - 1996
Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Asset Allocation, Fixed Income, Bloomberg, Investment Strategies, Investment Management, Derivatives, Portfolio Management, Investments, ETFs, Equity Research, Mutual Funds, Capital Markets, Securities, Risk Management
Education
Stanford University
Master’s Degree
University of Delaware
MS
University of Madras
Mellon Capital Management September 2012 - Present
BNY Mellon Cash Investment Strategies April 2008 - September 2012
Mellon Capital March 2007 - April 2008
BNY Mellon October 2005 - March 2007
InventHelp August 2005 - October 2005
Skills
Process Improvement, Marketing, Microsoft Excel, Microsoft Office, Event Planning, Mutual Funds, Account Reconciliation, Financial Analysis, Databases, Research, Access, Business Analysis, Outlook, Risk Management, Accounting, Equities, Strategy
Education
Duquesne University 2009 — 2013
Master of Business Administration (M.B.A.), Marketing
Penn State University 2000 — 2004
Bachelor of Arts, English
Mellon Capital March 2013 - Present
Wells Fargo February 2010 - March 2013
JWM Consulting April 2009 - July 2010
Charles Schwab & Co., Inc. January 2007 - April 2009
Charles Schwab November 2005 - December 2006
Charles Schwab September 2004 - October 2005
Charles Schwab October 2003 - August 2004
Charles Schwab May 1999 - September 2003
Stanford University Medical Center March 1998 - April 1999
Stanford University Medical Center June 1997 - February 1998
Skills
Databases, XML, Oracle, Microsoft SQL Server, Tomcat, JavaScript, Software Development, Perl, Linux, SQL, C#, Web Services, Integration, Java Enterprise Edition, PL/SQL, .NET, Solaris
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2008
Seminar - Mathematics of Financial Engineering
University of California, Berkeley 2002 — 2007
Finance, Accounting, Economics and Software Engineering Classes
University at Buffalo 1979 — 1985
BA, Mathematics / Aerospace Engineering
Mellon Capital 2007 - Present
RCM Capital Management 2000 - 2006
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BBA, Finance
Mellon Capital October 2012 - Present
Mellon Capital Management November 2009 - October 2012
Mellon Capital Management February 2008 - November 2009
State Street IMS May 2005 - October 2007
Skills
Portia, Swaps, Bloomberg, Trading Systems, Back Office, Derivatives, Fixed Income, Asset Allocation, Portfolio Management, VBA, Asset Management, Credit Derivatives, Equities, Hedge Funds, Investment Management, Options
Education
University of California, Los Angeles 1999 — 2003
Bachelor's of Science, Mechanical Engineering
Sacred Heart Cathedral Preparatory 1994 — 1998
Mellon Capital May 2014 - Present
Mellon Capital June 2012 - April 2014
Mellon Capital Management September 2005 - June 2012
Skills
Emerging Markets, Fixed Income, Portfolio Management, Hedge Funds, Risk Management, Financial Analysis, Business Analysis, Process Improvement, Microsoft Office, Analysis, ISDA negotiations, Equity Swaps, Claritas, Derivatives, Bloomberg, Asset Management, Equity Derivatives, Alternative Investments
Education
Richmond, The American International University in London 1997 — 1999
Master of Business Administration (MBA), International Finance
University of California, Davis 1989 — 1994
Bachelor of Arts (B.A.), History
Mellon Capital October 2013 - June 2015
Mellon Capital Management June 2010 - October 2013
Mellon Capital October 2008 - June 2010
Wilshire Associates September 2007 - September 2008
BNY Mellon September 2006 - August 2007
Snitger's Bike Store August 2005 - August 2006
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Bloomberg, Equities, ETFs, Investment Management, Investment Strategies, Trading, Valuation, Fixed Income, Financial Modeling, Due Diligence
Education
The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Mathematics & Economics
Makerere University 2002 — 2002
School for International Training 2002 — 2002
Study Abroad, Development
Beaver High School
General Assembly
General Assembly
General Assembly
Mellon Capital Management Corporation 2006 - 2014
Mellon Capital 1996 - 2006
Skills
Institutional Clients, Pension Funds, Asset Management, Client Service, Series 7, Series 63, Alternative Investments, Asset Managment, Asset Allocation, Hedge Funds, Mutual Funds, Client Services, Securities, ETFs, Institutional..., Investment Management, Financial Services, Fixed Income, Bloomberg, Investment Strategies, Equities, Relationship Management, Derivatives, Bonds, Investments, Client Relations, Customer Service
Education
University of California, Berkeley
Bachelor of Arts (BA), Psychology
Mellon Capital May 1999 - Present
Skills
Investment Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Portfolio Management, Investments, Asset Allocation, Emerging Markets, Global Macro, ETFs, Mutual Funds, Portfolio Optimization, Derivatives, Investment Strategies, Securities, Management, Financial Analysis, Financial Services, Options
Education
University of San Francisco 1994 — 1998
Bachelor of Arts (B.A.), International Business
Mellon Capital August 2014 - Present
Dell August 2007 - February 2014
PeriOptimum 2003 - 2007
Skills
Agile Methodologies, C#, Microsoft SQL Server, SDLC, Software Development, .NET, Unix, Product Management, XML, Java, C++, JavaScript, Programming, WCF, Object Oriented Design, Web Services, WPF, LINQ, Team Building, Process Improvement
Education
University of Pittsburgh 2003 — 2005
Bachelor of Science, Computer Science, Japanese
Case Western Reserve University 2001 — 2003
Bachelor of Science, Computer Science, Japanese
Mellon Capital May 2013 - Present
Self Employed February 2010 - April 2013
Drake Management February 2004 - January 2010
NISA Investment Advisors May 1996 - January 2004
Education
Washington University in St. Louis 1993 — 1997
JD/MBA
Washington University in St. Louis - Olin Business School 1993 — 1997
MBA
Washington University in St. Louis School of Law 1993 — 1997
JD
Boston College 1986 — 1990
BS, Economics and Psychology
Sensato Investors September 2009 - Present
Slide Ranch September 2004 - Present
PBP Capital January 2008 - October 2009
Mellon Capital 2003 - 2007
Goldman Sachs & Co 1996 - 2003
Barclays Global Investors, N.A. (WFNIA) 1990 - 1994
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
MBA
Syracuse University - Martin J. Whitman School of Management 1985 — 1989
BS
Eleanor Roosevelt High School
J.P. Morgan Asset Management August 2013 - September 2014
J.P. Morgan Chase Investment Bank March 2008 - August 2013
Bear Stearns November 2004 - March 2008
HSBC January 2001 - November 2004
Republic National Bank 1999 - 2000
Chase Private Bank October 1998 - 1999
UBS Global Asset Management 1997 - 1998
Mellon Capital February 1997 - May 1997
NWM April 1994 - February 1997
DEC January 1988 - June 1994
Skills
Swaps, Calypso, Financial Services, Equities, Market Data, Rates, Hedge Funds, Trading, Electronic Trading, Equity Derivatives, Credit Derivatives, Middle Office, Derivatives, FX Options, Trading Systems, Management, SDLC, Sybase, Business Analysis, Fixed Income, Investment Banking, Interest Rate..., Capital Markets, SQL, Unix, Trading System, Alternative Investments, Collateral Management, Options, Financial Markets, Interest Rates, IT Strategy, IT Management, Leadership Development, Cross-functional Team...
Education
New York University 1983 — 1985
Master of Science (M.S.), Computer Science
Mellon Capital January 2013 - Present
Skills
Portfolio Management, Investments, Strategy, Fixed Income, Asset Management, Asset Allocation, Bloomberg, Investment Management, Mutual Funds, Capital Markets, Securities, Investment Strategies, Bonds, Financial Modeling, Valuation
Education
Drexel University 1990 — 1992
MBA, Investments
Drexel University 1982 — 1987
BS, Finance/Marketing
Mellon Capital March 2011 - March 2015
Coefficient Global June 2006 - March 2011
Standish Mellon Asset Management 2003 - 2006
Mellon Capital Management 1992 - 2003
Skills
Global Macro, Hedge Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, ETFs, Alternative Investments, Asset Managment, Derivatives, Trading Systems, Portfolio Optimization, Bloomberg, Axys, Investment Strategies, Charles River IMS, Tactical Asset..., Investment Management, Performance Attribution, Equity Trading
Education
Tilburg University 1979 — 1985
Masters, Finance/Economics
Mellon Capital April 2014 - Present
The Hartford July 2008 - May 2013
Skills
Series 63, Mutual Funds, Series 6, Research, Series 7
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2006
MBA, Finance
Sapa Extrusions North America December 2013 - Present
Select Energy Services August 2010 - December 2013
Crown Castle International June 2008 - June 2010
PortWatch Logistics 2006 - 2008
Mellon Capital 2005 - 2006
Skills
General Ledger, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Analysis, Account Reconciliation, Financial Statements, Cash Flow, Forecasting, Variance Analysis, Fixed Assets, SEC filings, Budgets, Accounts Receivable, Process Improvement, Corporate Finance, CPA, Analysis, Financial Accounting, Managerial Finance, Cost Accounting, Mergers & Acquisitions, Microsoft Excel, Accruals, Payroll, Tax Preparation, Cash Management, Invoicing, Sarbanes-Oxley, Strategic Financial..., Financial Modeling, Accounts Payable, Finance, Auditing, Journal Entries, QuickBooks, US GAAP, Year-end Close, Natural Gas, Outlook, Supervisory Skills, Financial Audits
Education
University of Pittsburgh 2010 — 2012
Master of Business Administration (M.B.A.)
Penn State University 2001 — 2005
Bachelor of Arts (BA), Accounting
Mellon Capital August 2013 - Present
Vibrant Media August 2010 - August 2013
Wells Fargo April 2010 - August 2010
Facebook June 2009 - March 2010
Chase March 2009 - April 2009
BMA May 2008 - October 2008
SG Hambros July 2007 - March 2008
Candover Investments Plc May 2007 - July 2007
Forrester Research November 2005 - April 2007
Beresford Blake Thomas July 2003 - October 2005
Skills
Servers, Active Directory, XP, VMware, TCP/IP, Windows 7, Microsoft Exchange, DNS, Technical Support, Operating Systems, Networking, Information Technology, DHCP, Blackberry Enterprise..., VPN, Cloud Computing, Telecommunications, Hardware, Citrix, Troubleshooting, HP, Windows XP, Virtualization, Cisco Call Manager, Lync Server 2010, SharePoint, Altiris, Dameware
Education
London Metropolitan University 2001 — 2003
Computer Science
Lewisham & Croydon Colleges
University of North London
Crown Castle June 2014 - Present
Mellon Capital October 2012 - May 2014
Mellon Capital April 2010 - September 2012
Mellon Capital June 2008 - March 2010
HBK CPAs & Consultants January 2007 - April 2008
Skills
Accounting, Financial Reporting, Investments, Financial Accounting, Account Reconciliation, Mutual Funds, Microsoft Office, Financial Analysis, Financial Modeling, Bloomberg
Education
Penn State University 2004 — 2008
Bachelor of Science, Accounting
Mellon Capital March 2014 - Present
Mellon Capital Management December 1999 - March 2014
MadeToOrder.com 1996 - 1999
Mellon Capital 1993 - 1996
Skills
Fixed Income, Hedge Funds, Currency, Securities, Equities, Asset Management, Asset Allocation, Derivatives, Bloomberg, Portfolio Management, Global Macro, Mutual Funds
Education
University of California, Berkeley 1989 — 1993
B.S., Business- Finance and Economic Analysis and Policy (EAP)
Mellon Capital January 2015 - Present
Mellon Capital July 2010 - December 2014
Mellon Capital August 2008 - July 2010
Mellon Capital June 2008 - August 2008
Mellon Capital December 2003 - June 2008
Citi Group 1999 - 2003
Skills
Collateral Management, Mutual Funds, Fixed Income, Project Management, Derivative Operations, ETFs, Hedge Funds, Investments, Swaps, Trading
Education
University of California, Riverside 1996 — 1999
Bachelor of Science (B.S.), Finance, General
Mellon Capital February 2014 - Present
REI November 2011 - June 2013
BNY Mellon December 2009 - June 2013
Tek Systems June 2009 - December 2009
FedEx September 2008 - June 2009
U.S. Steel July 2008 - September 2008
Pennsylvania College of Technology November 2002 - May 2008
Skills
Business Analysis, Blackberry Enterprise..., Technical Support, Good Technology..., Microsoft Office, Troubleshooting, Windows 7, XP, VMware, ITIL, Computer Hardware, iOS, Maas360, Active Directory, Outlook, Disaster Recovery, Lotus Notes, Mac OS, SharePoint, Information Technology, Windows XP
Education
Robert Morris University 2011 — 2012
Pennsylvania College of Technology 2003 — 2008
Associate’s Degree, Network Technology
Algert Global LLC December 2013 - Present
GSA Capital April 2013 - December 2013
Stanford University September 2011 - July 2013
Mellon Capital June 2012 - August 2012
Stanford University June 2011 - September 2011
CITIC Capital 2010 - 2010
IBM June 2009 - August 2009
Skills
Quantitative Investment..., Global Macro, Quantitative Equity, Bloomberg, Matlab, C++, Java, Python, SQL, Signal Processing, Machine Learning, Algorithms, R
Education
Stanford University 2010 — 2013
MS, Management Science and Engineering/ Electrical Engineering
Tsinghua University 2006 — 2010
B.E., Electrical Engineering
HSFZ
Mellon Capital March 2014 - Present
Mellon Capital June 2011 - March 2014
BNY Mellon January 2010 - June 2011
PNC Investments September 2009 - January 2010
BNY Mellon March 2008 - June 2009
Skills
Securities, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Bloomberg, FINRA, Investments, AML, Securities Regulation, Investment Management, Financial Services, Risk Management, System Administration, Anti Money Laundering
Education
Duquesne University
Bachelor of Science (BS)
Mellon Capital October 2014 - Present
BNY Mellon October 2012 - Present
Totteridge Golf Course May 2007 - October 2012
Indiana University of Pennsylvania August 2011 - May 2012
Totteridge Golf Course April 2006 - November 2008
Education
Indiana University of Pennsylvania 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 2007 — 2011
Bachelor of Science (BS), Finance, General
Greensburg Salem High School 2003 — 2007
State Street August 2012 - Present
Mellon Capital January 2009 - April 2010
Franklin Portfolio Associates 2006 - 2008
Skills
Asset Managment, Equities, Asset Management, Mutual Funds, Financial Analysis, Securities
Education
Marquette University
Mellon Capital September 2013 - Present
Dealing with Medical Issue April 2012 - September 2013
Google April 2010 - April 2012
Google June 2007 - April 2010
Skills
Windows 7, Active Directory, Hardware, Troubleshooting, Microsoft Excel, Technical Support, Linux, Tableau, Google Docs, Windows Vista, Windows XP, SQL, Data Analysis, XP, TCP/IP, Dell KACE, VMware View, VMware vSphere, Networking, OS X, Citrix, Windows, Help Desk Support
Education
UCLA 2000 — 2005
Bachelor of Science (BS), Electrical Engineering
BlackRock September 2013 - Present
Mellon Capital April 2007 - May 2013
Mellon Capital March 2006 - March 2007
Skills
Financial Reporting, Account Management, Client Service Oriented, Process Improvement, Project Management, Data Analysis, SEO, Online Marketing, Web Marketing Strategy, SEM, Management, Analysis, CRM, Analytics, Client Services, Cloud Computing, Portfolio Management
Education
San Jose State University 2000 — 2005
Bachelor of Science (BS), Business Administration- Management
Self January 2015 - Present
SquareOne Mail, Inc. October 2013 - November 2014
Hangtime 2012 - 2013
Insightly March 2012 - November 2012
Moments For Me 2010 - 2012
Wunderradio 2008 - 2010
Mellon Capital 2002 - 2007
Robertson Stephens 2000 - 2001
Again Technology 1999 - 2000
UTStarcom 1997 - 1999
Skills
Objective-C, Mobile Devices, iOS Development, Python, iOS, Start-ups, Mobile Applications, Software Development, APIs, Leadership, SaaS, Software Engineering
Education
Carnegie Mellon University 1991 — 1994
Master of Science (MS), Operations Research
Dartmouth College 1987 — 1991
Bachelor of Arts (BA), Mathematics and Computer Science
Mellon Capital December 2004 - Present
Education
University of Iowa 1998 — 2002
Bachelor of Science (BS), Mathematics
Dodge & Cox June 2008 - Present
Mellon Capital February 2007 - June 2008
Western Asset Management November 2004 - February 2007
Education
University of California, Berkeley
Mellon Capital July 2013 - Present
Mellon Capital April 2004 - June 2013
Education
University of Pittsburgh 1999 — 2003
Bachelor of Science in Business Admin, Finance, General