Mellon Capital Management
Industry: Company
DescriptionHeadquarters: Boston, MA Founded: 1983 Parent organizations: Bank of New York, BNY Mellon Asset Management International Subsidiary: Mellon Capital Management
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Mellon Capital Management Employees
PLFA April 2014 - Present
Mellon Capital Management March 2011 - April 2014
Coefficient Global October 2006 - March 2011
Wedbush Morgan Securities June 2006 - September 2006
oDesk December 2005 - April 2006
Banc of America Securities May 2005 - July 2005
Skills
Hedge Funds, Portfolio Management, Derivatives, Trading, Fixed Income, Investments, Asset Allocation, Global Macro, Investment Banking, Mutual Funds, Bloomberg, Securities, Financial Modeling, Alternative Investments, Investment Management, Quantitative Finance, Trading Strategies, Equity Trading, Asset Management, Investor Relations, Global Asset Allocation, Matlab, Behavioral Finance, Institutional..., Portfolio Optimization, ETFs, Equity Research, Investment Strategies, Due Diligence, Currency, Hedging, Emerging Markets, FX, Forwards, Futures, Bonds, CDS, Credit Derivatives, VBA, SQL, Datastream, Access, Modeling, Equity Derivatives, Quantitative Analytics, Financial Markets
Education
Claremont McKenna College 2002 — 2006
BA
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 Management June 2011 - Present
University of California, Berkeley, Haas School of Business April 2009 - Present
LPS Applied Analytics February 2011 - June 2011
Evolution Capital Management (Golden State Fund) March 2009 - January 2011
Jaguar Consulting November 2001 - February 2008
Shinsei Bank 2008 - 2008
CyberRep.com December 1999 - November 2001
Skills
Quantitative Investing, Derivatives, Hedge Funds, Quantitative Analytics, Volatility, Trading Strategies, Quantitative Finance, Portfolio Optimization, Fixed Income, Bloomberg, Equity Derivatives, Options, Equities, Credit Derivatives, Monte Carlo Simulation, Bloomberg Terminal, CDS, Credit Risk, Financial Risk, Time Series Analysis, Financial Markets, Bonds, Market Risk, Hedging, Financial Modeling, Asset Management, Statistical Modeling, Credit, Data Mining, Risk Management, Alternative Investments, VBA, Trading, Equity Research, Portfolio Management, Emerging Markets, Capital Markets, Electronic Trading, Financial Engineering, Asset Allocation
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2009
MFE
Rigas Tehniska Universitate 1993 — 1995
Master of Science
Rigas Tehniska Universitate 1989 — 1993
Bachelor’s degree
Mellon Capital Management September 2010 - Present
CPP Investment Board October 2006 - September 2010
RBC August 2005 - October 2006
Skills
Fixed Income, Global Macro, Portfolio Optimization, Portfolio Management, Asset Allocation, Asset Managment, GTAA, Hedge Funds, Equities, Derivatives, Capital Markets, Quantitative Finance, Commodity, Currency, Asset Pricing, Risk Management, Financial Risk, Asset Management, Performance Attribution, Macroeconomics, ETFs, Investment Management, Emerging Markets, Bonds, Equity Valuation, Equity Derivatives, Valuation
Education
University of Toronto - Rotman School of Management 2000 — 2006
Doctor of Philosophy (Ph.D.), Finance
Simon Fraser University 1998 — 2000
Master's Degree, Economics
Huazhong University of Science and Technology 1994 — 1998
Bachelor's Degree, Economics
SendBridge May 2014 - Present
Exiles Inc. November 2012 - March 2014
6waves November 2011 - September 2012
6waves June 2011 - December 2011
n/a - freelance June 2009 - June 2011
glassCanopy Marketing June 2008 - August 2008
Mellon Capital Management January 2008 - January 2008
Skills
GTD, Rapid Prototyping, Social Games, Illustrator, Online Gambling, Advertising Operations, Monetization, Video Games, Product Management, Game Design, User Experience, MMO, Analytics
Education
Colby College 2005 — 2009
BA, Economics
Alcoa July 2014 - Present
Mellon Capital Management June 2010 - July 2014
Mercyhurst University September 2006 - May 2010
First National Bank of Pennsylvania June 2007 - December 2009
ASSET Inc. June 2009 - August 2009
Skills
Account Reconciliation, Accounting, Microsoft Excel, Invoicing, Finance, Financial Statements, Spreadsheets, Microsoft Word, Inventory Management, Organization, Time Management, Leadership, High level of initiative, Variance Analysis, Bank Reconciliation, Auditing, Financial Reporting, Tax, QuickBooks, Accounts Payable
Education
Robert Morris University 2010 — 2013
Master of Business Administration (M.B.A.)
Mercyhurst College 2006 — 2010
Bachelor of Arts; Walker School, Accounting; Business
Charles River Development May 2014 - Present
Mellon Capital Management August 2006 - May 2014
Advent Software January 2000 - August 2006
Skills
Leadership, Enterprise Software, Project Management, Business Analysis, Asset Management, Investments, Software Development, Hedge Funds, Trading, Portfolio Management, Bloomberg, Middle Office, Trading Systems, Financial Services, Investment Management, Mutual Funds, SDLC, Fixed Income, Equities, Order Management, Charles River IMS
Education
University of Colorado at Denver
Master of Science (M.S.), Finance
Fort Lewis College
Bachelor of Arts (B.A.), Accounting and Business Management
Rita's Italian Ice July 2013 - Present
Nestle S.A. February 2013 - March 2015
Nestle July 2010 - January 2013
Nestle December 2008 - June 2010
Nestle April 2006 - November 2008
Wyeth October 2000 - April 2003
Small Enterprise Assistance Fund: The North Fund in Poland June 1999 - August 1999
Mellon Capital Management December 1995 - April 1998
Public Financial Management July 1992 - December 1995
Skills
Cross-functional Team..., Strategy, Process Improvement, Business Planning, Business Strategy, Strategic Planning, Change Management, Analysis, Management, Pricing, Product Development, Finance, Portfolio Management, Competitive Analysis, R&D, Process Excellence, Investment Management, Lean Management, Training, Medical Devices, Forecasting, Continuous Improvement, Project Management, Green Belt, Financial Analysis, Business Transformation, PMO, Strategy Execution, Leadership, Lean Thinking, Lean Six Sigma, Entrepreneurship, Venture Capital, Lean Manufacturing, Strategic Leadership, Business Process..., Business Analysis, Business Analytics, Execution of Business..., Driven By Results, Project Finance, Team Leadership, Leadership Development, Goal Analysis, Pricing Strategy, Program Management, Enterprise-wide..., Franchising, Value Stream Mapping
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, International Management, Entrepreneurship, Finance, and Operations
Massachusetts Institute of Technology
Bachelor's Degree, Political Science, Economics, International Management
MarketShare July 2010 - Present
UCLA December 2009 - July 2010
Mellon Capital Management January 2006 - August 2008
Skills
R, SAS, Statistics, Matlab, VBA, Eviews, Portfolio Optimization, Mathematics, Statistical Modeling, Quantitative Analysis, Optimization, SQL, Data Analysis, Econometrics, Excel, Modeling, Regression, Logistic Regression, LaTeX, SQL Server, Quantitative Analytics, Microsoft Excel, Predictive Modeling, Analytics, Predictive Analytics, SAS programming, Mathematical Modeling, Regression Testing, Data Mining, Analysis, Time Series Analysis, Simulations
Education
University of California, Los Angeles 2009 — 2011
M.S., Statistics
California Polytechnic State University-San Luis Obispo 2001 — 2005
B.S., Statistics
Pocket Gems October 2011 - Present
BlackRock March 2011 - September 2011
Mellon Capital Management November 2007 - March 2011
Advantage Human Resourcing January 2007 - November 2007
Randstad Work Solutions July 2004 - December 2006
Arista Records 1995 - 2001
Skills
Direct Recruiting, Salary Negotiation, Social Networking, Client Relationship..., Strategic Sourcing, Cost Containment, Idea Generation, Mobile Technology, Gaming, Google Docs, Mac OS X, Job Search Strategies, Vendor Management, Benefits Negotiation, Recruiting, Interviews, Management, Talent Management, CRM, Strategy, Cost Accounting, OS X, Human Resources, Talent Acquisition, iPhone, Sourcing, Consulting, Temporary Placement, Leadership
Education
Columbia Business School
MBA
Princeton University
BA
Yale Drama School
MFA
Mellon Capital Management April 2011 - Present
Mellon Capital Management September 2007 - March 2011
Menlo Advisors LLC October 2002 - September 2007
The Portola Group Inc. June 1998 - October 2002
Skills
Portfolio Optimization, Performance Attribution, Portfolio Management, Bloomberg, ETFs, Asset Management, Investment Management, Derivatives, Equities, Mutual Funds, Asset Allocation, Investments, Investment Strategies
Education
California State University-East Bay
Bachelor of Science in Finance, Minor in Economics
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
Mellon Capital Management March 2011 - Present
BNY Mellon June 2009 - April 2011
Gold Asset Management May 2008 - August 2008
Skills
New Business Development, International Business..., RFP Design, RFP Generation, Marketing Communications, Technical Writing, Industrial Distribution, Asset Managment, Private Equity, Client Service Oriented, Marketing, Asset Management, Alternative Investments, Investments, Event Planning, Outlook, Proposal Writing, Contract Negotiation, Microsoft Excel, Investment Strategies
Education
Duquesne University 2014 — 2016
Master of Business Administration (M.B.A.), Sustainability Studies, Business Administration and Management
West Virginia University
Bachelor of Science, Finance
Duquesne University
M.B.A. program
BPI CUSTOM PRINTING August 2010 - Present
Lux-Lyfe Group, LLC September 2007 - January 2009
Keystone Children And Family Services November 2004 - August 2007
Mellon Capital Management May 2004 - August 2004
AAA Accents May 2002 - May 2004
Time Out Youth May 2003 - August 2003
Skills
Leadership, Management, Fundraising, Event Planning, Microsoft Office, Marketing, Cross-functional Team..., Recruiting, Training, Software Documentation, Team Building, Budgets, Time Management, Team Leadership, Social Media, Non-profits, Customer Service, Customer Satisfaction, Advertising, Sales, Writing
Education
Penn State University 2000 — 2005
Bachelor's Degree, Psychology, Business, 3.7 GPA
BLNDN 2014 - Present
empresa inc 2008 - Present
Verb Products 2012 - 2014
Glop & Glam Hair Products 2011 - 2012
University of Oregon, School of Law December 2008 - June 2011
Sonas, LLC 2010 - 2011
University of Oregon, School of Journalism 2009 - 2011
HR Ideas, LLC 2008 - 2009
Mellon Capital Management 2006 - 2008
Mellon Capital Management 2005 - 2006
Skills
Public Speaking, Team Building, PowerPoint, Business Plan..., Marketing Strategy, Company Branding, Website Development, Operations Management, Social Media Marketing, Public Relations, Leadership, Business Planning, Strategy, Project Management, Strategic Planning, Recruiting, Training, Social Media, Corporate Branding, Business Strategy, Entrepreneurship, Business Development, Management Consulting, Start-ups, Conflict Resolution, Management, Marketing, Social Networking, Organizational..., Facebook, Human Resources, Program Management, Digital Marketing, Interviews, Budgets, Talent Management, Mergers & Acquisitions, Negotiation, Leadership Development
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2011
MBA, Entrepreneurship
University of Oregon School of Law 2009 — 2011
MS, Conflict and Dispute Resolution
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, International Business, Economics
ITS Asset Management March 2015 - Present
Morningstar February 2014 - March 2015
Mellon Capital Management January 2008 - December 2012
Mellon Equity Associates April 1990 - December 2007
Triangle Portfolio Associates June 1988 - April 1990
Skills
Portfolio Management, Equities, Asset Management, Equity Research, Asset Allocation, Investments, Investment Management, Financial Modeling, Risk Management, Quantitative Research, Project Management, Data Modeling, Alpha Generation, Strategy, Portable Alpha, Neural Networks, Hedge Funds, Alternative Investments, Mutual Funds
Education
Duquesne University 1986 — 1990
Master of Business Administration (MBA), Finance
University of Pittsburgh 1980 — 1984
Bachelor of Science (BS), Computer Science
Consultant May 2012 - Present
Dwight Asset Management, a Goldman Sachs Company November 2007 - May 2012
Mellon Capital Management 2007 - 2007
Federated Investors May 1999 - May 2004
ABN AMRO Bank N.V. 1996 - 1999
Commerzbank AG 1995 - 1996
HSBC 1979 - 1995
Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Bonds, Asset Allocation, Securities, Mutual Funds, FX trading, FX Hedging, Global Equities, Investment Strategies, Marketing Communications, Global Fixed Income, US Fixed Income, Leadership, Department Budgeting, Business Development, Alternative Investments, Equities, Structured Products, Derivatives
Education
London Business School
Senior Management Development Program
Mercator Business School, Moers (Germany)
Bachelor's degree, Banking and Finance
RBC Global Asset Management (U.S.) Inc. August 2014 - Present
Mellon Capital Management April 2010 - August 2014
Mellon Capital Management March 2007 - April 2011
Mellon Capital Management December 2005 - March 2007
Skills
Marketing Communications, Marketing Strategy, Event Management, Event Planning, Trade Shows, Brand Management, Email Marketing, Relationship Management, Budgets, Asset Allocation, Business Development, Analysis, Management, Marketing, Strategy, Strategic Planning
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance & Marketing Communications
Northeastern University
Bachelor of Science, Business Administration
Our Family Coalition May 2013 - Present
Rising Sun Energy Center February 2013 - July 2013
Graphic and Illustration September 2012 - May 2013
Copperfield's Books January 2013 - April 2013
The Key Printing and Binding July 2012 - September 2012
WESPAC March 2011 - July 2012
Green Living 2006 - January 2011
Mellon Capital Management 2011 - 2011
Laura Battle July 2010 - July 2010
Dirt Doctor June 2010 - July 2010
Skills
Adobe Creative Suite, Illustration, InDesign, Illustrator, Children's Books, Dreamweaver, Drawing, Graphic Design, Hand-lettering, Graphics, Watercolor, Drawing animals, Web Design, Layout, Wordpress, Mac, Microsoft Office, Book Illustration, ink drawing, Photoshop, Bookbinding, Canon DSLR, CSS, HTML, Microsoft Word, Scanners, Microsoft Office 2007, Microsoft Office 2008..., QuickBooks, Salesforce.com, CiviCRM, ACT!, portfolio websites, Draftsmanship, Constant Contact, Neon Z2 Systems, Joomla, Drupal, book arts, papercutting
Education
Bard College 2006 — 2010
BA
Talented and Gifted Magnet High School 2002 — 2006
Primerica April 2013 - Present
The Massachusetts Executive Office of Labor and Workforce Development (EOLWD) February 2015 - July 2015
CareerWorks 2011 - February 2015
Mellon Capital Management 2009 - 2010
Franklin Portfolio Associates 2005 - 2009
Franklin Portfolio Associates 1998 - 2004
BNY Mellon 1991 - 1998
Skills
Securities, Asset Management, Trading, Risk Management, Financial Services, Valuation, Equities, Project Management, Investment Management, Microsoft Office, Operations Management, Compliance, Bank Reconciliation, Compliance Testing, Regulatory Filings, Error Analysis, Presentations, Trade Processing, Supervising, Training Delivery, Mutual Funds, Life Insurance, Retirement Planning, Retirement Savings, Securities License, Series 63
Education
Bridgewater State College 1978 — 1979
None, Coursework
EHS Support September 2012 - Present
Mellon Capital Management May 2011 - September 2012
Beer, Ream & Company January 2011 - April 2011
Fairmont Supply Company June 2010 - August 2010
Corporate Air, LLC June 2007 - December 2008
Skills
Asset Allocation, Microsoft Office, PeopleSoft, Accounts Payable, InFocus, ShareFile, Bloomberg, Asset Management, Sungard, Oracle, Mas 90, Spectra, ASP, ASP.NET, Microsoft Excel, Accounting, Microsoft Word
Education
California University of Pennsylvania 2012 — 2013
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2011
Bachelor of Arts, Business Accounting
Startup in Stealth Mode May 2015 - Present
Franklin Templeton Investments September 2010 - May 2015
Mellon Capital Management November 1999 - July 2009
Skills
Global Macro, Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Equity Research, Bloomberg, Portfolio Management, Derivatives, ETFs, Investment Management, Portfolio Optimization, Equities, Investment Strategies, Asset Management, Quantitative Finance
Education
Stanford University 1998 — 1999
M.Sc., Engineering Economic Systems & Operations Research
American University of Beirut 1993 — 1997
B.E., Mechanical Engineering
MUFG Union Bank, N.A. April 2013 - Present
Mellon Capital Management May 2010 - August 2012
Mellon Capital Management March 2006 - May 2010
Mellon Capital Management June 2005 - March 2006
Deutsche Bank Securities Inc January 2004 - June 2005
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Windows 7, Bloomberg Data License, Charles River IMS, SharePoint, Portia, Catalyst, Multi Tasking, Problem Solving, Goal Oriented, Exceptionally well..., CMS, Active Directory, Recruiting, Process Improvement, Proactive self-starter, Software Documentation, Hedge Funds, Vendor Management, Securities, Administrative..., Databases, Access, Bloomberg, Asset Management, Mutual Funds, Lotus Notes, Fixed Income, Financial Analysis, Equities, System Administration, Account Management, Management, Human Resources, Business Analysis
Education
Heald College-San Francisco 2013 — 2013
Associate of Arts (A.A.), Business Administration, Management and Operations
Heald College-Hayward 2001 — 2003
Associates in Applied Science, Computer Business Administration
Mellon Capital Management November 1998 - Present
HSBC June 1996 - June 1997
Credit Suisse First Boston August 1991 - May 1996
Skills
Hedge Funds, Options, Portfolio Management, Asset Allocation, Currency, Commodity, Investments, Global Macro, Alternative Investments, Derivatives, Asset Management, Portfolio Optimization, Global Tactical Asset..., Bloomberg, Quantitative Finance, Quantitative Investment..., ETFs, Investment Management, Risk Management, Hedging, Credit Derivatives, Structured Products, Swaps, Emerging Markets, TAA, Motorcycle Racing, Trading Systems, Volatility, Alpha Generation, Computational Finance, Commodity Markets, Managed Futures, CTAs, FX trading, LDI, Financial Economics, Fixed Income Portfolio..., CPPI, Overlay, Volatility Arbitrage, Risk Budgeting, Relative Value Trading, Proprietary Trading, Variance Swaps, Correlation Trading, Market Making, Risk Metrics, Absolute Return, Monetary Economics, Total Return Swaps
Education
Rice University 1989 — 1991
MBA, Finance
Trinity University 1985 — 1989
BA, Economics
London School of Economics and Political Science 1987 — 1988
BA, Economics
Salesforce March 2015 - Present
Salesforce May 2011 - Present
Mellon Capital Management December 2005 - November 2010
Berkeley Capital Management May 2005 - December 2005
ChevronTexaco Credit Union May 2003 - May 2005
Pacific Service Credit Union September 2001 - May 2003
InternetWire June 1999 - May 2001
The Terpin Group October 1997 - June 1999
Loyola Marymount University 1994 - 1998
Skills
Event Management, Public Relations, Press Releases, Trade Shows
Education
Loyola Marymount University 1994 — 1998
BA, Communication Studies
Antioch High School 1990 — 1994
IMC Financial Markets & Asset Management 2012 - Present
Mellon Capital Management 2010 - 2011
BlackRock 1993 - 2010
Barclays Global Investors (BGI) 1996 - 2009
Wells Fargo Nikko Investment Advisors 1993 - 1995
Protected Investors of America 1992 - 1993
Skills
Management, Operations Management, Leadership, Vendor Management, Business Analysis, Equities, Software Project..., Project Management, Business Process..., Change Management, Product Management, Information Technology..., Business Process Design, Trading Systems, Agile Project Management, Order Management, Fixed Income, Electronic Trading, Risk Management, SDLC, Financial Services, Software Development, Agile Methodologies, Process Engineering, PMO, Mentoring, Strategic Leadership, Follow-the-Sun Support
Education
The University of Chicago Booth School of Business
Chicago Management Institute, Executive Management
John F. Kennedy University
Masters Courses, Business Administration
University of Notre Dame
Bachelor's Degree, Business and Political Science
Charles Schwab Investment Advisory September 2012 - Present
Bayswater Asset Management LLC May 2004 - September 2012
Aetos Capital March 2003 - April 2004
Mellon Capital Management 2000 - 2002
Mellon Capital Management 1997 - 2000
Mellon Capital Management 1995 - 1997
University of Maryland, College Park 1994 - 1996
The World Bank 1993 - 1993
International Monetary Fund May 1991 - September 1991
Skills
Portfolio Management, Global Macro, Quantitative Finance, Hedge Funds, Equities, Investments, Fixed Income, Emerging Markets, Asset Management, Investment Strategies, Bloomberg, Alternative Investments, Commodity, Institutional..., Relationship Management, Strategy, Risk Management, Asset Allocation, Currency, Investment Management, Macroeconomics
Education
Harvard Business School Executive Education 2014 — 2014
Investment Management Summer Program
Simon Fraser University
Ph.D. & MA, Economics
Tsinghua University
B.S., Physics
Colliers-International May 2014 - Present
Taos July 2013 - April 2014
Mellon Capital Management February 2009 - July 2013
RadioShack March 2005 - February 2008
PCA International October 2005 - March 2006
Wireless Retail November 2004 - July 2005
Fry's Electronics 2002 - 2004
Mel Clayton Ford 2001 - 2001
Avnet March 2000 - December 2000
PSC Scanning Inc. September 1994 - February 2000
Skills
Windows 7, Troubleshooting, VMware, XP, Technical Support, Computer Hardware, Active Directory, Blackberry, SharePoint, Windows, Microsoft Office, Symantec Endpoint..., Lotus Notes, Printers, Windows Server, Laptops, Blackberry Enterprise..., Desktop Support, Remedy, VMware ESX, Windows 7 Migration, Cisco IOS, Citrix, Norton Ghost, Microsoft Office 2003, Hardware, Dameware, Windows XP Pro, Atlassian JIRA, Microsoft SQL Server, OS X, Help Desk Support, BMC Remedy, A+ Certified, Hardware Support, Peripherals, End User Support, Computer Repair, Altiris, VMware View, Symantec Management..., Oracle SQL, Virtualization, Antivirus, Group Policy, Microsoft Exchange, F5 BigIP, HP Procurve Networking, Cisco Routers, VoIP
Education
Golden Gate University 2009 — 2014
Bachelor of Arts in Management (BA.MGMT), Busines and IT
University of Phoenix 2008 — 2009
Business Administration and Management, General
Lane Community College 1994 — 1998
Electronic Engineering Technicain
Mellon Capital Management January 2013 - Present
Zebra Capital Management June 2010 - December 2012
LYZ Capital Advisors (Spun-off from OTA Asset Management) August 2007 - May 2010
OTA Asset Management November 2005 - July 2007
Simon School, University of Rochester 2002 - 2005
Skills
Bloomberg, Hedge Funds, Quantitative Analytics, Equities, Portfolio Management, Global Macro, VBA, Trading Strategies, Investment Strategies, Commodity, R, Investments, SAS, Currency, Quantitative Finance
Education
Peking University
BA
The Ohio State University
MA
University of Rochester - William E. Simon Graduate School of Business Administration
ABD
Mellon Capital Management November 1999 - Present
Xitech October 1996 - November 1999
Chatham College June 1985 - October 1996
Skills
Microsoft SQL Server
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Physics
University of Pittsburgh
Bachelor of Science (BS), Computer Science
Moodwire, Inc. September 2014 - Present
Robust Consulting October 2012 - Present
Destination Wealth Management October 2009 - August 2012
Mellon Capital Management March 2000 - July 2008
Rand Merchant Bank February 1998 - February 1999
AGG SingaporeSingapore February 1997 - February 1998
NationsBank - CRTSingapore November 1995 - December 1996
Skills
Fixed Income, Equities, Trading, Portfolio Management, Derivatives, Asset Allocation, Financial Modeling, Investment Management, Options, Investments, Quantitative Finance, R, Bloomberg, Bonds, Equity Research, Securities, Portfolio Optimization, Trading Strategies, Alternative Investments, Hedging, Investment Strategies, Hedge Funds, Equity Derivatives, Global Macro, Strategic Financial..., Capital Markets, Quantitative Analytics, Chartered Financial..., Valuation, Currency, Wealth Management, Volatility, Long/Short Equity, Structured Products, Financial Analysis, Equity Trading, ETFs, Asset Managment, Mutual Funds, Quantitative Modeling, C#, Microsoft SQL Server, Linux, JavaScript, Asset Management
Education
University of California, Berkeley 1990 — 1994
Bachelors of Science, Business Administration
City College of San Francisco 2013 — 2014
Computer Science, 3.75
Rutberg & Company December 2014 - Present
Mellon Capital Management September 2011 - September 2012
Wells Fargo December 2007 - January 2012
Morlin Asset Management, LP July 2006 - December 2007
Skills
Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Budgets, Management, Access, Project Management, Administrative..., Executive...
Education
Dominican University of California 2003 — 2005
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
Abacus Group September 2015 - Present
NERA Economic Consulting April 2013 - Present
Mellon Capital Management April 2011 - April 2013
United States Air Force May 2003 - June 2008
Skills
Active Directory, Blackberry Enterprise..., VMware, BMC Remedy, Dameware, JIRA, SharePoint, Lotus Notes, Outlook, Adobe Acrobat, RightFax, Microsoft Office, Portia, Remote Assistance, Mac OS, Desktop Support, Desktop Administration, Altiris Console, Symantec Endpoint..., iOS, vSphere, VMware ESX, VPN, Windows 7 Migration, Windows, Windows 7, Blackberry, Norton Ghost, Windows Server, Computer Hardware, Technical Support, XP, Troubleshooting, Printers, Computer Repair, Microsoft Exchange, Virtual Assistance, DNS, Help Desk Support, Hardware, Remote Desktop, Networking, Windows XP Pro, Laptops, Servers, Software Installation, Cisco Technologies, Access, Cisco IOS, Cisco Call Manager
Education
Golden Gate University 2011 — 2013
Master of Business Administration (MBA), Information Technology
Golden Gate University 2009 — 2011
Bachelors, Business (Concentration in IT), Cum Laude
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
CalPERS April 2012 - Present
Symphony Asset Management LLC May 2007 - October 2010
Mellon Capital Management September 2001 - May 2007
HKUST 1998 - 2001
Skills
Equities, Equity Research, Financial Modeling, Fixed Income, Portfolio Management, Hedge Funds, Bloomberg, Valuation, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Investment Strategies, Quantitative Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1998
Ph.D, Business Administration with concentration in Accounting and Finance
University of Southern California 1992 — 1993
MA, Economics
Renmin University of China 1988 — 1992
BA, Investment Management
Harbin No.3 Middle School 1985 — 1988
STEP INTO MY SOLE FOUNDATION Inc. January 2012 - Present
Union Bank of California November 2008 - February 2009
Barclays Global Investors October 2007 - August 2008
GMN Capital L.P. September 2006 - June 2007
Mellon Capital Management March 2006 - September 2006
Investors Bank & Trust 2002 - 2005
Thomas Weisel Partners February 2000 - November 2001
Skills
Fixed Income, Securities, Trading, Mutual Funds, Financial Services, Bonds, Investments, Strategic Planning
Education
California State University-East Bay
B. A., Communications
Mellon Capital Management June 2006 - June 2011
UBS O'Connor January 2005 - June 2006
Deloitte Consulting July 2001 - July 2004
Education
University of Chicago 2004 — 2005
Master's degree
University of California, Berkeley 1999 — 2001
Master of Science (M.S.)
Cornell University 1995 — 1999
BS
PPG Industries August 2014 - Present
Mellon Capital Management July 2009 - August 2014
McGee, Maruca and Associates, P.C January 2009 - May 2009
Lifetime Financial Growth May 2008 - August 2008
American Eagle Outfitters May 2005 - May 2008
Skills
Accounting, Finance, Economics, Account Reconciliation, Analysis, Fixed Income, Asset Managment, Bloomberg, Microsoft Excel, Teamwork, Spreadsheets, Investments, Asset Allocation, Microsoft Office, Microsoft Word, Cash Management, Leadership, Outlook, Financial Analysis, Financial Reporting, Financial Accounting, Bank Reconciliation, Corporate Finance, Bloomberg Terminal, Bonds, Swaps, Securities, Options, Banking, Derivatives, Portfolio Management
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Accounting and Finance
ZenAuthor.com May 2015 - Present
Zirtual, Inc. September 2014 - July 2015
Jobspring Partners July 2011 - December 2011
Mellon Capital Management August 2010 - February 2011
Skills
Socializing, Inspiring, Networking, Technical Recruiting, Windows, Recruiting, Social Networking, JavaScript, Talent Acquisition, Wordpress, Sourcing, Web Applications, MySQL, CSS, Android, Account Management, WordPress
Education
DePauw University 2006 — 2010
B.A., Anthropology/Computer Science
St. John Vianney High School 2002 — 2006
BNY Mellon Beta & Transition Management January 2000 - July 2014
Aspen Capital Management, LLC 1998 - 2000
Merrill Lynch Japan 1997 - 1998
Mellon Capital Management 1992 - 1997
Skills
Asset Allocation, Investments, Portfolio Management, Asset Management, Investment Strategies, Options, Hedging, Trading, Equity Trading, FX, Asset Managment, Financial Risk, Alternative Investments, Financial Services, Hedge Funds, Fixed Income, Equities, Risk Management, FX Options, Capital Markets, Bloomberg, Derivatives, Securities, Investment Management, Management, Financial Markets, Mutual Funds, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Georgetown University 1983 — 1987
BS, Finance
Steel Dynamics, Inc June 2015 - Present
HarbisonWalker International March 2012 - June 2015
Accountemps December 2011 - March 2012
Iceoplex at Southpointe LLC January 2010 - March 2012
West Greene School District February 2009 - June 2011
Mellon Capital Management August 2005 - April 2006
Skills
Microsoft Office, Customer Service, Account Management, Research, Microsoft Excel, Troubleshooting, PowerPoint, Microsoft Word, Outlook, Public Speaking, Team Building, Process Improvement, Leadership, Time Management, Marketing, Strategic Planning, Management, Event Planning, Project Management, Accounting, Budgets
Education
California University of Pennsylvania 2006 — 2008
Master's of Arts, Elementary Education
California University of Pennsylvania 2000 — 2005
Bachelors, Business Admin/Accounting
Startup in Stealth Mode 2014 - Present
Mellon Capital Management 2007 - 2014
Revere Data, LLC 2006 - 2007
Barclays Global Investors 2005 - 2006
MSCI-Barra 2004 - 2005
Skills
Bloomberg, Hedge Funds, Equities, Derivatives, Portfolio Management, Asset Allocation, Quantitative Finance, Portfolio Optimization, Investments, Financial Modeling, Quantitative Analytics, Capital Markets, Valuation, Trading, Options, R, VBA, Python, Java, SQL, Barra Aegis, Investment Management, Global Macro, Fixed Income, Asset Management, ETFs, Equity Research, Investment Strategies, Bonds, Bloomberg Terminal
Education
Columbia University 2002 — 2003
MS, Financial Engineering
Emory University 1999 — 2002
BS, Computer Science/Mathematics
BNY Mellon January 2015 - June 2015
BNY Mellon December 2012 - June 2014
Mellon Capital Management April 1997 - December 2012
Mellon Trust, Investment Information Services September 1993 - March 1997
Westinghouse Electric Corporation September 1989 - May 1992
Westinghouse Financial Services Corporation October 1988 - August 1989
Westinghouse Financial Services Corporation November 1986 - September 1988
Westinghouse Financial Services Corporation February 1985 - October 1986
Skills
SDLC, Risk Management, Process Improvement, Integration, Requirements Gathering, Testing, IT Management, Management, Portfolio Management, Quality Assurance, Project Management, Leadership, Project Planning, Databases, Business Process..., Business Analysis, Equities, Asset Management, Data Warehousing, Software Development
Education
University of Pittsburgh 1992 — 1993
Master of Science, Information Science
Robert Morris University
Bachelor of Science, Business Information Systems
Charles River Development July 2014 - Present
Mellon Capital Management October 2012 - June 2014
RJR Polymers May 2012 - November 2012
RJR Polymers November 2010 - May 2012
RJR Polymers September 2010 - November 2010
Stefnir May 2010 - September 2010
Verkmattur September 2007 - December 2008
Skills
Microsoft Office, Microsoft Excel, Product Development, Project Management, Manufacturing, Engineering, Strategic Planning, Six Sigma, Lean Manufacturing, Negotiation, Matlab, Sales Management, Microsoft Word, Process Improvement, Customer Service, PowerPoint, Java, Python, Process Simulation, Minitab, MPL, Cross-functional Team..., Database Design, FMEA, SPC, Supply Chain, Supply Chain Management
Education
University of California, Davis 2013 — 2016
Master of Business Administration (MBA), Finance and Strategy, 4.0
San Jose State University 2011 — 2012
Master's degree, Industrial Engineering, 3.97
Háskólinn í Reykjavík 2007 — 2010
Bachelor's degree, Financial Engineering, 79.3
Universidad Carlos III de Madrid 2009 — 2009
Bachelor's degree, Financial Engineering
Mellon Capital Management November 2011 - Present
BNY Mellon June 2010 - November 2011
Skills
Proficient in Microsoft..., Mac, PHstat, SPSS, Bloomberg, IDC, Snagit
Education
Carlow College 2012 — 2014
Saint Vincent College 2006 — 2010
Bachelor's of Science, Management
Virtus Investment Partners April 2004 - Present
John A. Levin & Co. April 2001 - March 2004
Credit Suisse Asset Management March 2000 - March 2001
Mellon Capital Management January 1998 - January 2000
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Asset Managment, Equities, Series 7, Portfolio Management, Asset Allocation, Investments, Hedge Funds, Series 63, Fixed Income, Investment Strategies, Securities, Financial Modeling, Capital Markets, FINRA, Wealth Management, Investment Management, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1995
MBA, Business
The University of Connecticut School of Business 1989 — 1992
BS, Finance
Pacific Gas and Electric Company March 2014 - Present
Pacific Gas and Electric Company April 2013 - February 2014
Pacific Gas and Electric Company October 2012 - April 2013
Winona State University August 2010 - May 2012
Mellon Capital Management January 2010 - May 2010
Skills
Statistics, Time Series Analysis, Quantitative Analytics, Economics, SAS, Matlab, Mandarin, Bloomberg, Financial Modeling, Data Analysis, Analysis, Quantitative Finance, Valuation
Education
UC Berkeley 2012 — 2013
Master's degree, Financial Engineering
University of California, Davis 2004 — 2010
Ph.D., Economics
Peking University 2001 — 2003
M.A., Economics
Nanjing University 1997 — 2001
B.A., Business Management
JLL July 2015 - Present
Mellon Capital Management November 2010 - Present
Skills
Bloomberg Certified, Microsoft Office, Charles River IMS, Reuters, Corporate Actions, Bloomberg, Trading, Accounting, Customer Service, Data Analysis, Financial Analysis, Investments, Leadership, Finance, Microsoft Excel, Mutual Funds, Settlement, Valuation
Education
Duquesne University 2006 — 2010
Bachelor of Science Business Administration, Finance & Investment Management
CompuCom April 2015 - Present
Cognizant August 2011 - April 2015
Wipro Technologies September 2008 - January 2012
Melillo Consulting, Inc. May 2006 - May 2008
MW2 Consulting September 2005 - February 2006
AMC Consulting LLC - Independent Consultant December 2004 - September 2005
Barclays Global Investors September 2000 - November 2004
Collective Technologies October 1997 - September 2000
Mellon Capital Management June 1996 - October 1997
SAIC January 1995 - June 1996
Skills
Business Development, Budget Management, Strategic Thinking, Enterprise Architecture, Enterprise Software, Program Management, Product Management, Full SDLC - Waterfall..., Talent Acquisition,..., Data Center..., Operations Management, CRM & ERP Software, Communications &..., Vendor Management, IT Outsourcing, Offshoring, Virtualization, Cloud Computing, IT Management, Disaster Recovery & BCP, Team Building &..., ITSM & ITIL, Middleware, Application Development..., Process Improvement, ITIL, Data Center, Solution Architecture, SDLC, IT Service Management, Solaris, CRM, Pre-sales, Outsourcing, Budgets
Education
National University 1986 — 1989
BBA, Computer Information Systems
National University 1986 — 1989
BBA - Information Technology, Information Technology
Associated Ceramics and Technology, Inc. March 2014 - Present
Mellon Capital Management May 2010 - March 2014
Mellon Capital Management May 2009 - May 2010
Associated Ceramics and Technology, Inc. June 2000 - May 2009
Associated Ceramics and Technology Inc. June 2000 - May 2009
BNY Mellon June 2008 - August 2008
Skills
Investments, Hedge Funds, Asset Management, Financial Modeling, Mutual Funds, Sales, Salesforce.com, Portfolio Management, Analysis, Microsoft Office, Strategic Planning
Education
Duquesne University 2005 — 2009
Bachelor's degree, Finance, General
Freeport High School
The Roda Group January 2014 - Present
SPORTZPEAK 2012 - 2013
Mellon Capital Management 2008 - 2012
Bayswater Asset Management LLC 2005 - 2008
Union Bank 2004 - 2005
Self Employed 2002 - 2003
Advent Outsource 2000 - 2002
AXA Rosenberg 1986 - 2000
Skills
Hedge Funds, Mutual Funds, Financial Services, ETFs, Process Improvement, Back Office, Vendor Management, Project Management, Equities, Settlement, Investment Management, Investments, FX Options, Portfolio Management, Trading, Alternative Investments, Due Diligence, Management, Trading Systems, Asset Management, Risk Management
Education
Cal State Hayward 1990 — 1993
MBA, Finance
UC Berkeley 1978 — 1982
BA, Psychology
Multiple Organizations February 2008 - Present
Mellon Capital Management September 2007 - January 2008
Thomson Reuters December 1987 - September 2007
American General Corporation August 1982 - December 1987
Diversified Human Resources Group August 1979 - August 1982
Diversified Human Resources 1979 - 1982
US, Czech Republic, Bahamas, Thailand June 1969 - June 1979
Education
Naropa University 2000 — 2002
MLA
University of Houston 1982 — 1985
MBA
University of California, Santa Barbara 1965 — 1969
BA
Franklin Templeton Investments 2014 - Present
Stifel Financial Corp. 2012 - 2013
Rochdale Investment Management 2008 - 2011
Mellon Capital Management 2007 - 2008
Bank of Copenhagen 2005 - 2007
Øresundsbro Konsortiet 2003 - 2005
Aarhus School of Business 2002 - 2003
Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds
Education
CFA Institute
CFA, CFA Charterholder
Copenhagen Business School 2003 — 2005
Master of Science, Finance
Aarhus School of Business 2000 — 2003
BS, Economics and Business Administration
FINRA
Series 7, Series 66
Wells Fargo Corporate Finance November 2012 - Present
Mellon Capital Management January 2012 - October 2012
Wells Fargo January 2011 - February 2012
Gracenote, Inc. December 2009 - September 2010
EC Wise 2004 - August 2009
Providian Financial 2001 - 2003
Fair Isaac 2000 - 2001
Risk Management Technology 1996 - 2000
Lehman Brothers 1993 - 1996
Chemical Bank 1989 - 1991
Skills
Fixed Income, Capital Markets, Trading, Analysis, Treasury Management, Options, Databases, Swaps, Treasury, Money Market, Foreign Exchange, Business Analysis
Education
Indiana University Bloomington 1979 — 1981
MPA
Denison University 1975 — 1979
BA
Mellon Capital Management July 2011 - Present
Thomson Reuters November 2010 - June 2011
AXA Rosenberg May 2008 - August 2010
Motorola Mobile Devices February 2003 - April 2008
Sun Microsystems, Inc. February 1996 - January 2003
IBM T.J Watson Research Ctr April 1995 - October 1995
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Birla Institute of Technology and Science
B.E, Engineering
Birla Institute of Technology and Science
M.S, Software Systems
University of Louisiana at Lafayette
M.S, computer science
Russell Investments June 2010 - Present
Mellon Capital Management December 2007 - October 2009
Bank of New York Mellon April 2007 - December 2007
Lynx Capital Partners October 2003 - April 2007
Worldco, LLP August 2001 - October 2003
Marcus Evans September 1999 - March 2001
Skills
ETFs, Equities, Asset Management, Equity Trading, Bloomberg, Portfolio Management, FX, Series 7, Emerging Markets, Excel, Portfolio Optimization
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
First Republic Bank January 2015 - Present
Bank of America January 2005 - December 2014
BearingPoint August 1999 - December 2004
Merrill Lynch Investment Management June 1998 - August 1998
Mellon Capital Management May 1993 - May 1997
Skills
Financial Services, Risk Management, Portfolio Management, Banking, Business Process..., Financial Modeling, Strategy, Relationship Management, Business Analysis, Mergers & Acquisitions, Capital Markets, Business Transformation, Financial Analysis, Process Improvement, Program Management, PMO, Acquisition Integration, Change Management, Management
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MBA, Business
University of California, Berkeley 1990 — 1993
BA, Political Science
Richmond, The American International University in London 1992 — 1992
Europeon Union
Enerlytics Partners October 2014 - Present
J.P. Morgan May 2013 - June 2014
Koch Supply & Trading June 2009 - May 2013
Koch Supply & Trading September 2007 - June 2009
Koch Supply & Trading June 2006 - September 2007
Koch Supply & Trading November 2005 - June 2006
Mellon Capital Management 2004 - 2005
Shell Trading June 2003 - September 2003
Shell Trading December 1998 - July 2002
Skills
Trading, Quantitative Analytics, Commodity, Trading Strategies, Commodity Markets, Analytics, Hedging, Derivatives, Options, Financial Modeling, Valuation, Risk Management, Energy, Bloomberg, Energy Markets, Natural Gas
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Rice University 1995 — 1998
BA, English, Economic, Managerial Std
TIAA-CREF June 2004 - June 2014
Mellon Bank February 2001 - May 2004
Mellon Capital Management March 1996 - September 2000
Skills
Portfolio Management, Asset Management, Equities, Fixed Income, Microsoft Excel, Fixed Asset Management, Bloomberg, Analysis, Barra Aegis, Trading, Environmental Awareness, Legal Compliance, Risk Management, Entrepreneurship, Business Strategy, Financial Services, Securities
Education
Georgetown University 1982 — 1984
MBA, Intl FInance
Middlebury College 1976 — 1980
Bachelor of Arts (B.A.), Economics
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
Toyota Financial Services April 2012 - Present
OneWest Bank December 2010 - April 2012
Western Asset Management April 2008 - December 2010
Redwood Trust August 2007 - April 2008
Mellon Capital Management May 2006 - August 2006
UCLA Medical Center August 2002 - April 2005
Skills
Financial Modeling, Fixed Income, Valuation, Business Strategy, Finance, Risk Management, Financial Analysis, Asset Management, Portfolio Management, Corporate Finance, Capital Markets, Hedge Funds, Equities, Derivatives, Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2007
MBA, Finance, Economics
University of California, Berkeley 1998 — 2002
B.S., Electrical Engineering, Computer Science
Mellon Capital Management December 2005 - Present
Yankee Atomic Electric Company 1989 - 2005
Skills
FINRA Series 3, 7, and..., Asset Allocation, Mutual Funds, Hedge Funds, Equities, Alternative Investments, Asset Management, Portfolio Management, Investment Strategies, Investment Management, Fixed Income, Venture Capital, Securities, Series 7, ETFs, Bloomberg, Investments, Financial Modeling
Education
Duke University - The Fuqua School of Business 2000 — 2001
MBA
Harvard University 1992 — 1994
Graduate Certificate
Merrimack College 1983 — 1987
BS
St. Bernard's High School
Mellon Capital Management 2012 - 2014
Mellon Capital Management 2004 - 2014
Mellon Capital Management 1997 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Investments, Equities, Investment Management, Investment Strategies, Portfolio Management, Management, Derivatives, Bloomberg, Securities, Mutual Funds
Education
Loyola University, Chicago 1994 — 1996
MBA
University of Dayton 1989 — 1993
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
Eaton Vance March 2011 - Present
Mellon Capital Management May 2007 - February 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 1997 - 2007
Mellon Financial Corporation 1997 - 2007
Putnam Investments 1993 - 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Investments
Kenyon College 1989 — 1993
BA, Political Science
Artisan Partners February 2012 - Present
ChinaRock Capital May 2009 - August 2011
Pantera Capital October 2007 - May 2009
Mellon Capital Management November 2005 - October 2007
RCM April 2003 - October 2005
Epylon 2002 - 2003
State Street Global Advisors July 1998 - September 2002
Skills
Asset Management, Asset Allocation, Asset Managment, Mutual Funds, Equities, Investor Relations, Hedge Funds
Education
Lehigh University 1993 — 1997
Lehigh University - College of Business and Economics 1993 — 1997
The University of Queensland 1996 — 1996
Commerce, Commerce
Choate Rosemary Hall 1990 — 1993
Financial Services September 2015 - Present
Citi Private Equity Services June 2007 - September 2015
Thomas Weisel Partners February 2006 - June 2007
Mellon Capital Management September 2000 - February 2006
Mellon Transition Management 2004 - 2006
Sanact, Inc. February 1999 - September 2000
Richard Blum and Associates, Inc. 1991 - 1999
Skills
Finance, Accounting, Equities, Asset Management, Hedge Funds, Alternative Investments, Management, Financial Services, Financial Analysis
Education
California State University-Hayward
Bachelor's degree, Accounting
Moreau Catholic
University of San Francisco - Masagung Graduate School of Management
Master of Business Administration (MBA), Finance, General
Mellon Capital Management November 2009 - Present
BNY Mellon 2004 - October 2009
Skills
Equities, Asset Allocation, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Alternative Investments, Securities, Derivatives, Bloomberg, Financial Services, Investments, Management
Education
Robert Morris University 2001 — 2003
Master Business Administration
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science, Finance
UPMC October 2011 - Present
Mellon Capital Management January 2008 - October 2011
Mellon Equity Associates May 2002 - December 2007
Mellon Equity Associates 2002 - 2007
Mellon Financial August 1996 - April 2002
INRI 1993 - 1995
Skills
CFA
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2003
MBA
Carnegie Mellon University 1989 — 1993
PhD, Electrical Engineering
Clemson University 1985 — 1989
BS, Electrical and Computer Engineering
Apple September 2013 - February 2015
Cisco Systems March 2013 - August 2013
FireEye, Inc. January 2013 - March 2013
Wells Fargo March 2010 - July 2010
Mellon Capital Management April 2008 - September 2009
Taos October 2007 - March 2008
Taos August 2007 - October 2007
Taos April 2006 - August 2007
The StayWell Company January 2000 - October 2005
Skills
DNS, Shell Scripting, Solaris, VMware, Linux System...
Education
City College of San Francisco 1995 — 1997
Certificate, Unix Open Systems
College of Agriculture Dapoli, India 1982 — 1987
M.Sc, Plant Pathology
St. Xavier's College 1980 — 1982
High School
Mellon Capital Management December 2011 - Present
Mellon Capital Management (formerly Franklin Portfolio Associates) June 2007 - December 2011
Invesco 2001 - 2007
State Street Global Advisors June 1999 - June 2001
Analysis Group February 1996 - June 1999
Skills
Equities, Investment Banking, Macroeconomics, Equity Research, Asset Management, Econometrics, Portfolio Management, Statistics
Education
Princeton University 1989 — 1995
Ph.D, Financial Economics
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
University of the Pacific August 2012 - Present
University of the Pacific 2005 - 2012
Mellon Capital Management 2000 - 2005
New England Pension Consultants 1996 - 2000
Skills
Asset Management, Investments, Portfolio Management, Asset Allocation, Bloomberg, Asset Managment, Valuation, Financial Modeling, Alternative Investments, Investment Management, Financial Analysis, Quantitative Analytics, Investment Strategies, Fixed Income, Equities, Hedge Funds, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
Master of Science (M.S.)
University of California, Berkeley 1986 — 1991
BlackRock September 2007 - Present
Barclays Global Investors September 2007 - December 2009
Mellon Capital Management August 2001 - September 2007
Mellon Capital Management May 1999 - August 2001
Skills
Equities, ETFs, Bloomberg, Series 7, Series 63, Portfolio Management
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
Bachelor, Business
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 January 2010 - March 2010
Franklin Portfolio Associates February 2006 - December 2009
Investors Bank & Trust August 2005 - February 2006
Education
Bridgewater State University 2001 — 2005
Mellon Capital Management April 2004 - Present
Capital One Financial Corporation 2002 - 2003
AnswerThink Inc. 2000 - 2001
Novel Color Picture Tube Corporation 1997 - 1998
Skills
Financial Engineering, Quantitative Analysis, VBA, Portfolio Management, Fixed Income, Asset Management, Derivatives, Trading, Hedge Funds, Equities, Investments, Risk Management, FX, SQL, Matlab, Research, Currency, Bloomberg, Modeling, Time Series Analysis, Quantitative Finance, Optimization, Bonds, Programming, Financial Analysis, Valuation, Excel, Quant, Financial Modeling, Asset Allocation, Global Macro, Portfolio Optimization, Market Risk, Quantitative Analytics, Quantitative Investing, Options, Swaps, Equity Derivatives
Education
University of California, Berkeley, Haas School of Business 2003 — 2004
Master, Financial Engineering
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA
Fudan University 1990 — 1997
MS, BS, Materials Science
Bank of the West 2001 - Present
10x 2000 - 2001
Mellon Capital Management 1993 - 2000
Skills
Banking, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Financial Modeling, Loans, Credit, Credit Analysis, Corporate Finance, Investments, Finance, Mergers, Financial Services, Risk Management
Education
University of Washington 2006 — 2008
Pacific Coast Banking School
Saint Mary's College of California 2000 — 2004
MBA, Finance
Penn State 1989 — 1993
Bachelor of Science, Accounting
Mellon Capital Management November 2004 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
BS, Marketing/Marketing Management, General
42 Lines Inc December 2014 - August 2015
Mellon Capital Management March 2013 - August 2014
BlackRock November 2009 - February 2013
Barclays Global Investors November 2003 - November 2009
Optimal Auctions April 2001 - September 2003
LECG June 1999 - March 2001
Skills
SQL, VBA, Microsoft Excel, Writing, Quantitative Analytics, Python
Education
University of California, Berkeley 1996 — 1999
MA, Mathematics
Harvard University 1991 — 1995
AB, Mathematics
Piedmont High School 1987 — 1991
Google 2008 - Present
Barclays Global Investors 2006 - 2008
Mellon Capital Management September 2005 - September 2006
Charles Schwab September 2003 - September 2005
Quellos Fixed Income Advisors, LLC 2000 - 2003
GE Financial Assurance June 2000 - September 2000
Kuo-Hua Insurance Company 1996 - 1999
Skills
Visual Basic, SAS, Chinese, Fixed Income, Bloomberg, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Equities, Trading, Investments, Securities, Bonds, Corporate Finance, Finance, Asset Allocation, Investment Strategies, Structured Products, Mutual Funds, Credit, Analysis, Financial Risk, MBS, Derivatives, Capital Markets
Education
University of Washington 1999 — 2001
MBA, Finance
New York University 1996 — 1997
MS, Statistics
Fu Jen Catholic University 1992 — 1996
BS, Statistics
Mellon Capital Management 2008 - Present
Computer Sciences Corporation September 2005 - February 2008
Providian Financial June 2001 - September 2005
LogicTier 1999 - 2001
Exodus Communications February 1999 - November 1999
Beverages and More June 1996 - February 1999
Skills
SDLC, Active Directory, VMware, Solaris, Disaster Recovery, Citrix, Vendor Management, Virtualization, Microsoft Exchange, BMC Patrol, Networking, System Administration, ITIL, Unix, SaaS, Data Center, VMware ESX, Enterprise Architecture, SharePoint
Education
Millersville University of Pennsylvania 1992 — 1995
Computer Science
California State University-East Bay
Franklin Templeton Investments 2013 - Present
Mellon Capital Management 2011 - 2013
Mellon Capital Management 2008 - 2011
Franklin Templeton Investments 2006 - 2008
IES Abroad 2005 - 2005
South East Asia Center 2004 - 2005
Skills
Asset Managment, Competitive Analysis, Investments, Investment Strategies, Project Management, Data Analysis, Microsoft Office, Asset Management, Management, Analysis, Strategy
Education
University of Chicago 2001 — 2002
M.A.
Fu Jen Catholic University 1996 — 2000
B.A.
Shell April 2014 - November 2014
Logix Communications May 2011 - April 2014
INX July 2008 - October 2009
CapRock Communications March 2006 - February 2008
DataCert 2008 - 2008
BMC Software May 2005 - March 2006
Mellon Capital Management June 2004 - August 2004
Accenture January 2001 - July 2003
PricewaterhouseCoopers December 1999 - December 2000
Skills
Finance, Mergers, Financial Reporting, Forecasting, Leadership, Mergers & Acquisitions, Managerial Finance, Strategic Planning, Financial Analysis, Financial Planning, Strategic Financial..., Due Diligence, Management, Business Process..., Team Leadership, Analysis, Budgets, Financial Modeling
Education
Jones Graduate School of Business, Rice University 2003 — 2005
Texas A&M University 1997 — 1999
BBA, Business Management
Mellon Capital Management April 2014 - Present
The Bank of New York Mellon March 2012 - Present
The Bank of New York Mellon March 2010 - March 2012
Wilshire Private Markets Group September 2008 - March 2010
Bank of New York Mellon March 2003 - March 2008
Mellon Capital Management 1999 - 2003
The Bank of New York 1997 - 1999
The Bank of New York 1991 - 1997
Skills
Financial Services, Mutual Funds, Business Development, Sales Management, Management, Equities, Outsourcing, Investments, Strategic Planning, Leadership, Valuation, Relationship Management, Hedge Funds, Investment Management, Selling, Fixed Income, Sales, Product Development, Alternative Investments, Banking, Private Equity
Education
Robert Morris University
Bachelor of Science, Business Management
BlackRock October 2012 - Present
BlackRock Financial Management December 2009 - Present
Barclays Global Investors August 2007 - December 2009
BGI August 2007 - December 2008
CalPERS January 2006 - August 2007
Mellon Capital Management August 2004 - January 2006
Merrill Lynch June 2000 - November 2002
Citibank (Banamex USA) 1995 - 1998
Skills
Alternative Investments, Asset Allocation, Cash Management
Education
Columbia University - Columbia Business School 1998 — 2000
Howard University 1990 — 1994
BBA, Finance
Mellon Capital Management August 2009 - Present
New York State Teachers' Retirement System January 2008 - August 2009
New York State Teachers' Retirement System October 2005 - January 2008
New York State Teachers' Retirement System March 2004 - October 2005
New York State Teachers' Retirement System March 2002 - March 2004
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Securities, Trading, Asset Allocation, Asset Management, Bloomberg, Investment Strategies, Investment Management, Equity Research, ETFs
Education
The University of Chicago Booth School of Business 2008 — 2008
Certificate of Completion, Executive Education: Portfolio Management
Duquesne University 2000 — 2001
M.B.A., Finance
Chatham University 1996 — 2000
B.A., Economics
Mfactor Meetings July 2011 - Present
Mellon Capital Management March 2006 - March 2009
Mellon Capital Management June 1987 - May 1998
Skills
Investments, Financial Analysis, Account Reconciliation, Microsoft Excel, Portfolio Management, Outlook, Strategic Financial...
Education
UC Berkeley Haas School of Business 1985 — 1987
BS, Finance
California State University-Long Beach
Market Plus LLC January 2015 - Present
Susan L. Drew Consulting February 2009 - Present
Randstad Sourceright US March 2011 - January 2013
Charles Schwab June 2005 - April 2009
Charles Schwab September 2000 - May 2005
Mellon Capital Management September 1996 - May 2000
Mellon Capital Management December 1992 - August 1996
Skills
Process Improvement, Business Analysis, Project Management, Operations Management, Control Testing, Website Development, Business Process, Training, Integration, Vendor Management, PMP, SDLC, MS Project, Change Management, Risk Management, Cross-functional Team..., Relationship Management, PMO, Visio, CSM, Rational Unified..., Analysis, Leadership, Team Building, Management Consulting
Education
Golden Gate University
M.B.A., Finance
San Francisco State University
B.S., Business Administration
Northern Trust Corporation August 2015 - Present
Mellon Capital Management April 2003 - July 2015
Skills
Derivatives, Finance, Investments, Bloomberg, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Equities, Investment Management, Portfolio Management
Education
Duquesne University 1995 — 2004
Master of Business Administration (M.B.A.), Economics
Slippery Rock University of Pennsylvania 1987 — 1991
Bachelor’s Degree, Accounting
Mellon Capital Management September 2011 - Present
Wesley Spectrum Services 2013 - 2014
Wesley Spectrum Services 2013 - 2014
Mellon Capital Management April 2002 - September 2011
Mellon HR Solutions 1998 - 2002
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Asset Management, Investment Strategies, Management, Business Development, Institutional..., Mutual Funds, Investment Management, Fixed Income, Portfolio Management, Investments, Equities, ETFs
Education
Duquesne University
Master of Business Administration (M.B.A.), Finance, General
AQR Capital Management May 2005 - Present
Mellon Capital Management May 2001 - May 2005
Skills
Hedge Funds, Portfolio Management, Quantitative Analysis, Equity Valuation, Equity Research, Fundamental Research, Arbitrage, Global Macro, Asset Allocation, CFA, Client Development, Equities, Asset Management, Financial Modeling, Alternative Investments, Derivatives, Investments, Valuation
Education
Carnegie Mellon University - Tepper School of Business 1996 — 2001
Ph.D. / MBA, Business/Accounting/Finance
Sliced Investing, Inc. September 2015 - Present
Motif Investing March 2011 - September 2015
Mellon Capital Management March 2009 - March 2011
Mellon Capital Management February 2008 - March 2009
Connor Clark & Lunn Investment Management June 2007 - August 2007
Skills
Start-ups, Product Strategy, Alternative Investments, Bloomberg, Equities, Portfolio Management, Valuation, Options, Trading, Fixed Income, Asset Allocation, Matlab, Trading Strategies, Mutual Funds, Investments, Currency, Finance, Quantitative Finance, ETFs, Hedge Funds, Product Management, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Master's Degree
Sardar Patel University 2002 — 2006
Bachelor's Degree
Terton Sogyal Foundation 2012 - Present
Bayswater Asset Management 2004 - 2012
Mellon Capital Management 1996 - 2004
Smith Breeden Associates 1991 - 1996
Skills
Alternative Investments, Asset Management, Investment Management, Derivatives, Asset Allocation, Hedge Funds, Fixed Income, Financial Modeling, Global Macro, Investments, Investment Strategies, Equities, Portfolio Management, Bloomberg, Capital Markets, Management, Quantitative Finance, Structured Products, Trading
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Brown University 1983 — 1987
A.B., Mathematics
Russell Investments December 2005 - Present
Mellon Transition Management Services November 2001 - December 2005
BT Infonet May 2000 - November 2001
Mellon Capital Management November 1997 - May 2000
Skills
Portfolio Management, Series 7, Bloomberg, Equities, Portfolio Optimization, Series 63, VBA, Charles River IMS, Process Improvement, Microsoft Excel, Derivatives, Equity Derivatives, FX Hedging, Emerging Markets, Asset Allocation, Asset Management, Investment Management
Education
Washington State University - College of Business and Economics 2006 — 2010
Bachelor of Arts (B.A.), Management Information Systems
Orange Coast College 1990 — 1996
AA, Accounting
309 Stonycroft Enterprises March 2011 - Present
JP Morgan Chase September 2009 - March 2011
Mellon Capital Management 2007 - September 2009
BlackRock 1999 - 2007
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Series 7, Series 63, Mutual Funds, Capital Markets, Alternative Investments, Securities, Derivatives, Portfolio Management, Asset Allocation, Asset Management, ETFs
Education
Providence College 1990 — 1994
BS, Finance
North Reading High School 1987 — 1990
Fidelity Investments June 2014 - Present
Franklin Templeton Investments August 2012 - December 2013
Mellon Capital Management December 2006 - August 2012
Skills
SDLC, Bloomberg, Asset Management, Business Analysis, Equities, Fixed Income, SQL, Portfolio Management, Hedge Funds, Derivatives, VBA, SharePoint, Financial Services, Asset Allocation, Vendor Management
Education
Golden Gate University 2008 — 2008
BIT, Information Technology
Mellon Capital Management April 2002 - Present
Lance Computing Inc. October 2000 - March 2002
Eagle Investment Systems April 2000 - October 2000
Federal Home Loan Bank of San Francisco March 1994 - March 2000
SunGard March 1989 - March 1994
Unisys March 1985 - March 1989
Skills
Risk Management, Data Management, Trading Systems, Portfolio Management, SDLC, Fixed Income, Hedge Funds, Financial Services, Oracle, Databases, Bloomberg, Derivatives, VBA, Asset Management, Equities, Project Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management
University of California, Los Angeles
BS, Computer Science and Engineering
Rennie & Associates April 2008 - Present
BP January 1998 - April 2008
Financial Engineering Associates (FEA) 1995 - 1998
Gifford Fong Associates 1994 - 1995
Mellon Capital Management 1989 - 1994
Skills
Risk Management, Financial Planning, Trading, Commodities, Derivatives, Options, Commodity, Financial Modeling, Valuation, Fixed Income, Investments, Commodity Markets, Financial Risk, Hedging, Mutual Funds, Equity Derivatives, Business Strategy, Energy, Wealth Management, Portfolio Management, Finance
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Finance, Accounting
Cambridge Associates June 1999 - Present
Mellon Capital Management January 1996 - May 1997
Education
Brigham Young University 1997 — 1999
MBA, Business
Mellon Capital Management April 2006 - Present
Bank of America, NA 1995 - 2006
Skills
Hedge Funds, Derivatives, Capital Markets, Asset Management, Investment Management, Financial Services, Derivative Operations, Contract Negotiation, Contract Management, ISDA negotiations, Dodd-Frank, Derivative Documentation, Strategy, Securities, Trading, ETFs, Swaps, Options, Equity Derivatives, Credit Derivatives, Due Diligence, Asset Allocation, Collateral Management
Education
Golden Gate University, School of Law
JD, Law
Franklin Templeton Investments 2013 - Present
Family Sabbatical -- Obtained the CFA and FRM charters. April 2009 - December 2012
Mellon Capital Management August 2006 - March 2009
Zola Capital Management October 1997 - June 2006
Cole Roesler October 1995 - October 1997
Skills
Portfoilo Management, Trading, Risk Management, Management, Equity Derivatives, Portfolio Management, Equities, Trading Strategies, Series 7, Mutual Funds, Equity Trading, Proprietary Trading, Fixed Income, Wealth Management, Valuation
Education
Excelsior College
Bachelor's degree, Business Administration and Management, General
GE Transportation January 2013 - Present
GE Transportation September 2011 - Present
GE Transportation September 2011 - January 2013
GE Transportation April 2011 - September 2011
Mellon Capital Management May 2009 - April 2011
Skills
Financial Analysis, Financial Modeling, Finance, Variance Analysis, Data Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Six Sigma, Corporate Finance, Strategic Financial..., Financial Forecasting, Process Improvement, Access, Asset Managment, Cost Accounting, Analysis, Account Reconciliation, Microsoft Excel, Pivot Tables, Hyperion Planning, Oracle Applications, Oracle E-Business Suite, Microsoft Office, Financial Planning, Asset Management, Hyperion
Education
Pennsylvania State University-Erie Campus 2006 — 2009
BS, Finance
Mellon Capital Management January 2012 - Present
Mellon Capital Management December 2007 - January 2012
Mellon Equity Associates July 2004 - December 2007
Mellon Equity Associates December 1999 - July 2004
Brunner, Inc. September 1998 - December 1999
Brunner, Inc. May 1997 - September 1998
Education
Robert Morris University 1995 — 1997
BS, Marketing
Rollins College 1993 — 1994
Conni's Avant Garde Restaurant September 2006 - Present
New Dramatists July 2009 - July 2012
Theatre Communications Group February 2004 - July 2008
Mellon Capital Management January 1995 - August 1997
Skills
Acting, Theatre, Proposal Writing, Arts Administration, Theatrical Production, Research, Performing Arts, Budgets, Grant Writing, Playwriting, Marketing, Nonprofits, Screenwriting, Musical Theatre, Short Films, Producing, Stage
Education
Columbia University in the City of New York 1997 — 2000
Master of Fine Arts (MFA), Acting
Tufts University 1989 — 1993
Bachelor of Arts (B.A.), Social Psychology and Drama
Mellon Capital Management 2010 - 2010
NATIXIS ASSET MANAGEMENT January 2007 - June 2009
Union Bank February 2004 - January 2007
Zurich Bank May 2002 - July 2004
Education
Ateneo de Manila University 1974 — 1978
BA, COMMUNICATIONS
Northwestern University August 2013 - Present
Applied Predictive Technologies August 2011 - June 2013
Weichert Realtors 2009 - 2011
Mellon Capital Management June 2008 - August 2008
Skills
Data Analysis, Analytics, Business Analysis, Business Strategy, Research, Entrepreneurship, Project Management, Nanotechnology, Cleantech
Education
Northwestern University 2013 — 2017
Doctor of Philosophy (PhD), Materials Science
Princeton University
BA, Chemistry, Certificate in Materials Science and Engineering
Strategic Advisors, Inc January 2002 - Present
Main Street Capital Holdings, LLC 2005 - 2009
Mellon Capital Management 1996 - 2002
Skills
Mergers, Investment Banking, Private Equity, Divestitures, Debt, Private Placements, Licensing, Middle Market, Valuation, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Strategy, Equities, Financial Modeling, Financial Advisory, Investments, Restructuring, LBO, Corporate Law, Recapitalizations, Investment Management, IPO, Due Diligence, Business Valuation, Mezzanine, Acquisitions, Venture Capital, Corporate Development, Joint Ventures, Financial Services, Loans, Corporate Governance, M&A experience, Buyouts, Growth Capital, Capital, Capital Raising
Education
Robert Morris University 1993 — 1995
Masters of Science, Taxation
Duquesne University 1978 — 1981
Bachelors of Science, Accounting
Mellon Capital Management August 2009 - Present
PNC Wealth Management July 2007 - August 2009
Greycourt November 2002 - July 2007
T. Rowe Price 1995 - 2002
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Investments, Hedge Funds, Asset Management, Investment Management, Mutual Funds
Education
Loyola University Maryland 1998 — 2000
MSF, Finance
Duquesne University 1988 — 1992
BSBA, Accounting
Palo Alto Investors June 2013 - Present
Conifer Fund Services LLC September 2006 - November 2012
Mellon Capital Management January 2002 - April 2006
Skills
Hedge Funds, Alternative Investments, Securities, Equities, Integration
Education
Barnard College
BA, Economics and Political Science
Archbishop Molloy High School January 2015 - Present
St. Joseph High School, Brooklyn, New York 2010 - January 2015
Mellon Capital Management September 2003 - August 2009
The Bank of New York Mellon December 1999 - September 2003
The Bank of New York Mellon October 1992 - December 1999
The Bank of New York November 1990 - October 1992
Skills
Operating Budgets, Financial Accounting, US Equities, Index Options, Managed Futures, Index Funds, Strategic Financial..., Mutual Funds, Hedging, Financial Reporting, Forecasting, Financial Analysis, Investment Advisory, Wealth Management, Process Improvement, Structured Products, Swaps, Financial Risk, Business Analysis, Equity Trading, Financial Markets, Portfolio Optimization, Alternative Investments, Asset Allocation, Trading Systems, FX Options, Hedge Funds, Investment Management, Financial Modeling, Analysis, Financial Services, Valuation, Due Diligence, Investment Strategies, Fixed Income, Strategic Planning, Capital Markets, Budgets, Trading Strategies, Cross-functional Team..., Management, Investments, Equity Derivatives, Accounting, Finance, Portfolio Management, Equities, Risk Management, Derivatives, Trading
Education
Long Island University, C.W. Post Campus 1983 — 1986
BS, Accounting
Nassau Community College 1980 — 1982
AS, Accounting
ST. Pius X 1976 — 1980
Mellon Capital Management January 2014 - Present
Mellon Capital Management October 2011 - December 2013
Mellon Capital Management January 2011 - October 2011
Mellon Capital Management January 2010 - January 2011
Mellon Capital Management May 2008 - January 2010
Skills
Visual Basic, Microsoft SQL Server, Access, Bloomberg, Hedge Funds, Fixed Income, Equities, Asset Allocation, Derivatives, Equity Trading, Asset Management, Trading Systems, Mutual Funds, Collateral Management, Securities, Batch Files, Microsoft Excel, Visio, Portfolio Management, Alternative Investments
Education
Georgetown University 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of Alaska Fairbanks 2002 — 2003
Pittsburgh Young Professionals October 2010 - Present
Mellon Capital Management February 2010 - Present
Bank of New York Mellon August 2009 - February 2010
FedEx Corp August 2008 - July 2009
Pennsylvania College of Technology June 2007 - August 2008
Pennsylvania College of Technology 2007 - 2008
Skills
Computer Repair, Technical Writing, Technical Documentation, Internet Troubleshooting, Customer Service, Customer Satisfaction, Wireless Networking, Network Security, Computer Maintenance, Outlook, Computer Hardware, XP, VMware, Program Evaluation, Microsoft Exchange, Active Directory..., Windows 7 Migration, Lotus Notes, Deductive Reasoning, Remote Troubleshooting
Education
Pennsylvania College of Technology 2003 — 2008
BS, Information Technology Security Specialist
Albert Gallatin Senior High 1999 — 2003
Advisor Software June 2014 - Present
BNY Mellon 2002 - Present
Mendosoft 2006 - June 2014
BNY Mellon 2002 - 2006
Mellon Capital Management 2000 - 2002
Mellon Capital Management 1992 - 1996
Sumitomo Mitsui Banking Corporation 1990 - 1992
Skills
Business Analysis, Software Project..., Project Implementation, Project Coordination, Client Service, Operational Risk, Process Improvement, Cross-functional Team..., Technical Liaison, Investment Operations, Asset Management, Business Process, Investments, Financial Services, Trading, Operations Management, Securities, Client Services, Options, Management, Risk Management, Project Management
Education
JFK University 2000 — 2005
Master of Arts (MA), Counseling Psychology
UC Berkeley 1985 — 1989
Bachelor of Arts (BA), Political Economies of Industrial Societies
PanAgora Asset Management January 2012 - Present
Standish Mellon Asset Management April 2011 - January 2012
Mellon Capital Management January 2009 - November 2010
Franklin Portfolio Associates (BNY Mellon) December 2006 - December 2008
Mellon Financial Corp December 2005 - December 2006
Global Securities Services October 2000 - August 2004
Skills
Investment Management, Financial Services, Pricing, Performance Measurement, Client Services, Hedge Funds, Financial Analysis, Auditing, Compliance, client service, Project Management, Programming, SQL, Performance Attribution, Performance Benchmarking, GIPS, multi-asset, Stored Procedures, Relational Databases
Education
Lehigh University
B.S, Finance
University of Massachusetts Boston
MBA, Business Administration - General
Newark High School
HJ Heinz September 2010 - Present
Mellon Capital Management January 2010 - August 2010
Skills
Account Reconciliation, Accounting, Corporate Tax, Sales & Use Tax, Property Tax, State Tax, Tax Accounting, Microsoft Word, Tax
Education
Duquesne University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Robert Morris University 2005 — 2009
B.S.B.A., Accounting and Finance
Asset Management Firm February 2014 - Present
Mellon Capital Management June 2007 - February 2014
RCM Capital Management August 2005 - June 2007
Asoka USA Corporation October 2004 - August 2005
Alameda Computer Center August 2002 - June 2004
Excite@Home June 1999 - February 2002
Dresdner RCM Global Investors June 1995 - June 1999
Skills
Microsoft Office, Lotus Notes, Outlook, Bloomberg, Active Directory, Windows 7, Microsoft Exchange, Blackberry, Mac OS X, Asset Managment, XP, VMware, Windows, Troubleshooting, Vendor Management, A Certified, Cisco IOS, Computer Repair, DNS, Dameware, CompTIA A, Computer Hardware, Hardware, Help Desk Support, Laptops, Microsoft Office 2003, Microsoft SQL Server, Networking, Norton Ghost, OS X, Printers, Program Management, Remote Desktop, SharePoint, Software Documentation, Symantec Endpoint..., System Administration, Technical Support, VMware ESX, VPN, Windows 7 Migration, Windows Server, Windows XP, Windows XP Pro
Education
ALAMEDA COMPUTER CENTER 2002 — 2002
California State University-Hayward 1981 — 1987
B.A. Degree, Theatre Arts
Federated Investors June 2011 - Present
Mellon Capital Management June 2009 - June 2011
Skills
Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance and Strategy
Mellon Capital Management April 2007 - Present
BNY Mellon January 2006 - March 2007
Skills
Risk Management, Portfolio Management, Fixed Income, Mutual Funds, Bonds, Equities, Capital Markets, Investment Management, Asset Allocation, Alternative Investments, Finance
Education
University of Chicago Graduate School of Business 2001 — 2003
MBA
Duquesne University 1979 — 1983
BS, Accounting
rue21 inc November 2009 - April 2012
Erie Otters Hockey Club January 2009 - May 2009
Mellon Capital Management 2006 - 2008
Skills
Analysis, Research, Microsoft Excel, Data Analysis, PowerPoint
Education
Pennsylvania State University-Erie Campus 2005 — 2009
Bachelor Degree in Business, Internation Business and Marketing
sk designs 2000 - Present
Mellon Capital Management 2000 - 2005
Wake County Public Schools 1990 - June 1999
Enchanting Moments 1986 - 1990
JoAnn's 1983 - 1986
Crossill 1973 - 1974
Casual Corner 1972 - 1973
Belk 1971 - 1972
Barton College August 1970 - May 1971
Skills
Sewing, Craft, Teaching, Handmade Jewelry, Social Networking, Outlook, Knitwear, Microsoft Word, Bridal Showers, Alterations, Quilting, Microsoft Office, Event Management, Illustrator, Knitting, Microsoft Excel, sewing, bridal,..., self taught in sewing..., Wedding Gowns, Sales Management, Operations Management, Payroll, Account Management, Management, Bridal Looks, Negotiation
Education
Wake Technical Community College 1984 — 1986
Business Administration and Management, General
NC State 1972 — 1973
General Studies
Barton College 1970 — 1971
General Studies
BNY Mellon June 2010 - Present
Mellon Capital Management March 2007 - March 2009
Mellon Financial June 2003 - March 2007
Skills
Portfolio Management, Investments, Asset Management, Equities, Securities, Asset Allocation
Education
Duquesne University 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
State Street Global Advisors August 2010 - Present
Mellon Capital Management July 2007 - July 2010
Skills
Fixed Income, Investments, Hedge Funds, Sales, Asset Management, Mutual Funds, Alternative Investments, Bloomberg, Equities, Series 7, Asset Allocation
Education
Bentley College 1996 — 1998
Master of Business Administration (M.B.A.), Concentration: Business Ethics
Boston University 1987 — 1991
Bachelor of Science, Business Administration:Finance
Mellon Capital Management March 2007 - Present
Circuit City May 2005 - May 2006
Skills
VBScript, VB.NET, Microsoft Office, Windows 7, Windows Server, Windows XP Pro, Lotus Notes, Outlook, Norton Ghost, Symantec Endpoint..., Citrix, Dameware, Visual Studio, BMC Remedy, JIRA, VMware, Sanctuary, RightFax, Active Directory, Group Policy, VBA
Education
Pennsylvania State University-Penn State New Kensington 2001 — 2005
Bachelor of Science (BS), Information Technology
Mellon Capital Management
Skills
Portfolio Management, Project Management, Marketing Communications, Marketing, Management, Strategic Planning, Event Management, Program Management
Education
Lafayette College
Bachelor of Arts (BA), Economics