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
Employee
Years
Job
Industry
Charlie Jacklin Charlie Jacklin's Mellon Capital Management Experience March 2011 - December 2012
Job Retired Chairman, Mellon Capital Managemnt
Industry Investment Management
Experience
CNO Financial Group May 2015 - Present
Green Halo Systems July 2011 - Present
Recycling Certification Institute September 2013 - Present
Mellon Capital Management March 2011 - December 2012
Mellon Capital Management January 2006 - March 2011
Skills
Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Portfolio Management, Investment Strategies, Fixed Income, Mutual Funds, Financial Modeling, Marketing Strategy, Strategic Planning, New Business Development, Investment Management, Asset Allocation, Derivatives
Education
Stanford GSB 1980 — 1984
Doctor of Philosophy (PhD), Finance
University of Illinois at Urbana-Champaign 1976 — 1978
Master of Business Administration (MBA)
CNO Financial Group May 2015 - Present
Green Halo Systems July 2011 - Present
Recycling Certification Institute September 2013 - Present
Mellon Capital Management March 2011 - December 2012
Mellon Capital Management January 2006 - March 2011
Skills
Asset Managment, Hedge Funds, Investments, Alternative Investments, Equities, Portfolio Management, Investment Strategies, Fixed Income, Mutual Funds, Financial Modeling, Marketing Strategy, Strategic Planning, New Business Development, Investment Management, Asset Allocation, Derivatives
Education
Stanford GSB 1980 — 1984
Doctor of Philosophy (PhD), Finance
University of Illinois at Urbana-Champaign 1976 — 1978
Master of Business Administration (MBA)
Katie Forcier Katie Forcier's Mellon Capital Management Experience June 2012 - Present
Job Senior Marketing Communications Specialist
Industry Financial Services
Experience
Mellon Capital Management June 2012 - Present
Mellon Capital Management October 2007 - June 2012
Littler Mendelson 2004 - 2007
Skills
Adobe Creative Suite, Marketing Communications, Public Relations, Management, Adobe Acrobat, Email Marketing, Photoshop, InDesign, Social Networking, Microsoft Office, PowerPoint, Marketing, Copywriting, Newsletters, Advertising, Press Releases
Education
University of California, San Diego 1996 — 1998
B.A., Creative Writing and Literature
Mellon Capital Management June 2012 - Present
Mellon Capital Management October 2007 - June 2012
Littler Mendelson 2004 - 2007
Skills
Adobe Creative Suite, Marketing Communications, Public Relations, Management, Adobe Acrobat, Email Marketing, Photoshop, InDesign, Social Networking, Microsoft Office, PowerPoint, Marketing, Copywriting, Newsletters, Advertising, Press Releases
Education
University of California, San Diego 1996 — 1998
B.A., Creative Writing and Literature
Elliott Bringman Elliott Bringman's Mellon Capital Management Experience July 2006 - March 2009
Job Customer Operations Expert at TRX Training
Industry Health, Wellness and Fitness
Experience
TRX Training June 2014 - Present
Elliott Bringman Fitness & Yoga April 2009 - Present
Mellon Capital Management July 2006 - March 2009
Radius Group June 2004 - December 2005
UC Santa Barbara September 2003 - June 2004
U.S. Department of State September 2002 - May 2003
UC Santa Barbara April 1999 - June 2002
Skills
Entrepreneurship, Social Media Marketing, Online Advertising, Social Media, Marketing Strategy, Online Marketing, Start-ups, Marketing, Small Business, Social Networking, Advertising, E-commerce, Web Design, New Business Development, Personal Development, Program Management, Sales, Training, Yoga, Public Speaking, Wellness
Education
University of California, Santa Barbara 2003 — 2005
Master of Arts (M.A.), Germanic Languages and Literatures
US Department of State Fulbright Scholar 2002 — 2003
US Fulbright Grant, Third Language Aquisition Amongst Immigrant Populations, Post 9/11 Receptivity to American Culture
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Germanic Languages and Literatures
TRX Training June 2014 - Present
Elliott Bringman Fitness & Yoga April 2009 - Present
Mellon Capital Management July 2006 - March 2009
Radius Group June 2004 - December 2005
UC Santa Barbara September 2003 - June 2004
U.S. Department of State September 2002 - May 2003
UC Santa Barbara April 1999 - June 2002
Skills
Entrepreneurship, Social Media Marketing, Online Advertising, Social Media, Marketing Strategy, Online Marketing, Start-ups, Marketing, Small Business, Social Networking, Advertising, E-commerce, Web Design, New Business Development, Personal Development, Program Management, Sales, Training, Yoga, Public Speaking, Wellness
Education
University of California, Santa Barbara 2003 — 2005
Master of Arts (M.A.), Germanic Languages and Literatures
US Department of State Fulbright Scholar 2002 — 2003
US Fulbright Grant, Third Language Aquisition Amongst Immigrant Populations, Post 9/11 Receptivity to American Culture
University of California, Santa Barbara 1998 — 2002
Bachelor of Arts (B.A.), Germanic Languages and Literatures
Linda Lillard Linda Lillard's Mellon Capital Management Experience February 2011 - Present
Job
Industry Financial Services
Experience
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.)
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.)
Cynthia W. Ngai, CFA Cynthia W. Ngai, CFA's Mellon Capital Management Experience July 2010 - May 2013
Job at BlackRock Inc.
Industry Investment Management
Experience
BlackRock June 2013 - Present
Mellon Capital Management July 2010 - May 2013
BlackRock 2002 - 2009
Business Development Asia 1999 - 2001
Skills
Equities, Fixed Income, Asset Management, Derivatives, Operations, Client Services, FX, Swaps, Futures, Collateral Management, Options, Account Reconciliation, Settlements, Mutual Funds, Alternative Investments, Risk Mitigation, MS Office Suite, Bloomberg Terminal, Relationship Management, Settlement, Microsoft Office, Investments, FX Options, Investment Management, Emerging Markets, Hedge Funds, Risk Management
Education
University of Pennsylvania
Bachelor, Economics
University of Pennsylvania
Bachelor's degree, Economics
BlackRock June 2013 - Present
Mellon Capital Management July 2010 - May 2013
BlackRock 2002 - 2009
Business Development Asia 1999 - 2001
Skills
Equities, Fixed Income, Asset Management, Derivatives, Operations, Client Services, FX, Swaps, Futures, Collateral Management, Options, Account Reconciliation, Settlements, Mutual Funds, Alternative Investments, Risk Mitigation, MS Office Suite, Bloomberg Terminal, Relationship Management, Settlement, Microsoft Office, Investments, FX Options, Investment Management, Emerging Markets, Hedge Funds, Risk Management
Education
University of Pennsylvania
Bachelor, Economics
University of Pennsylvania
Bachelor's degree, Economics
Emily Engie Emily Engie's Mellon Capital Management Experience May 2004 - May 2005
Job Film Financial Analyst
Industry Motion Pictures and Film
Experience
Pixar Animation Studios August 2011 - Present
Osborne Partners Capital Management June 2005 - August 2011
Mellon Capital Management May 2004 - May 2005
Skills
Financial Modeling
Education
University of California, Berkeley 2001 — 2003
Bachelors of Arts, Mathematics
Pixar Animation Studios August 2011 - Present
Osborne Partners Capital Management June 2005 - August 2011
Mellon Capital Management May 2004 - May 2005
Skills
Financial Modeling
Education
University of California, Berkeley 2001 — 2003
Bachelors of Arts, Mathematics
Michael Vantine Michael Vantine's Mellon Capital Management Experience May 2012 - October 2012
Job External Consultant Business Analyst at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Dodge & Cox November 2012 - Present
Mellon Capital Management May 2012 - October 2012
Putnam Investments November 2009 - May 2012
Putnam Investments November 2006 - October 2009
Investors Bank & Trust October 2005 - October 2006
Investors Bank & Trust October 2004 - September 2005
Skills
Bloomberg Terminal, SQL, Access, Excel, Quicken, Equities, Derivatives, Securities, Bloomberg, Investments, Corporate Actions, Bonds, Business Analysis, Fixed Income, Microsoft Excel, Financial Services, Fund Accounting, Market Data, Requirements Gathering, Trading, Investment Management, Trading Systems
Education
Stonehill College 2000 — 2004
Bachelors, Economics
Greg Yates, CFA's Mellon Capital Management Experience 2008 - 2011
Job Director of Client Service at ModernIR LLC
Industry Financial Services
Experience
ModernIR LLC 2014 - Present
Investment Management 2011 - 2014
Mellon Capital Management 2008 - 2011
Collins & Company LLC 2005 - 2007
McMorgan and Company 2003 - 2005
Banc of America Securities Investment Bank LLC 2000 - 2003
PIMCO 1998 - 2000
Skills
Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Securities, Alternative Investments, Macroeconomics, ETFs, Valuation, Fundamental Analysis, Mutual Funds, Performance Attribution, Economics, Bloomberg, Financial Risk, Microsoft Excel, Barra Aegis, Relationship Management, Marketing, Capital Markets Analysis, Client Presentation, Asset Management, Investment Management
Education
CAIA 2015 — 2015
Level 2 Candidate
CFA Institute
University of Arizona 1994 — 1997
Bachelor of Science, Finance
ModernIR LLC 2014 - Present
Investment Management 2011 - 2014
Mellon Capital Management 2008 - 2011
Collins & Company LLC 2005 - 2007
McMorgan and Company 2003 - 2005
Banc of America Securities Investment Bank LLC 2000 - 2003
PIMCO 1998 - 2000
Skills
Equities, Hedge Funds, Asset Allocation, Portfolio Management, Investment Strategies, Investments, Securities, Alternative Investments, Macroeconomics, ETFs, Valuation, Fundamental Analysis, Mutual Funds, Performance Attribution, Economics, Bloomberg, Financial Risk, Microsoft Excel, Barra Aegis, Relationship Management, Marketing, Capital Markets Analysis, Client Presentation, Asset Management, Investment Management
Education
CAIA 2015 — 2015
Level 2 Candidate
CFA Institute
University of Arizona 1994 — 1997
Bachelor of Science, Finance
Denise Tinsley Denise Tinsley's Mellon Capital Management Experience 1996 - 1999
Job Accomplished Investment Professional with 15+ years experience building relationships to increase revenue
Industry Investment Management
Experience
BlackRock (formerly Barclays Global Investors) 2008 - 2014
Wells Fargo 2004 - 2008
Wells Fargo 2003 - 2004
Wells Fargo 1999 - 2003
Mellon Capital Management 1996 - 1999
Skills
Asset Management, Fixed Income, Equities, Investments, Mutual Funds, CRM, Alternative Investments, Portfolio Management, Series 7, Hedge Funds, Asset Allocation, Bloomberg, Client Services, Financial Services, Institutional Sales, Private Equity, Relationship Management, Series 63, Series 65
Education
University of California, Berkeley
BlackRock (formerly Barclays Global Investors) 2008 - 2014
Wells Fargo 2004 - 2008
Wells Fargo 2003 - 2004
Wells Fargo 1999 - 2003
Mellon Capital Management 1996 - 1999
Skills
Asset Management, Fixed Income, Equities, Investments, Mutual Funds, CRM, Alternative Investments, Portfolio Management, Series 7, Hedge Funds, Asset Allocation, Bloomberg, Client Services, Financial Services, Institutional Sales, Private Equity, Relationship Management, Series 63, Series 65
Education
University of California, Berkeley
Godwin Wong Godwin Wong's Mellon Capital Management Experience October 2013 - Present
Job Director, Finance at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management October 2013 - Present
Mellon Capital / BNY Mellon Asset Management June 2006 - Present
Franklin Templeton Investments April 2004 - May 2006
Pacific Stock Exchange Options Floor June 1998 - December 2003
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Product Management, Analytics, Competitive Analysis, Financial Reporting, Business Analysis, Business Strategy, Process Improvement, Strategic Planning, Project Management, Finance, Market Research
Education
University of California, Berkeley, Haas School of Business 1994 — 1998
B.S., Business Administration / Finance
Mellon Capital Management October 2013 - Present
Mellon Capital / BNY Mellon Asset Management June 2006 - Present
Franklin Templeton Investments April 2004 - May 2006
Pacific Stock Exchange Options Floor June 1998 - December 2003
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Product Management, Analytics, Competitive Analysis, Financial Reporting, Business Analysis, Business Strategy, Process Improvement, Strategic Planning, Project Management, Finance, Market Research
Education
University of California, Berkeley, Haas School of Business 1994 — 1998
B.S., Business Administration / Finance
Heidi Jerge Heidi Jerge's Mellon Capital Management Experience June 1997 - March 2005
Job Client Operations Manager at Artisan Partners
Industry Financial Services
Experience
Artisan Partners September 2013 - Present
Gaskin Wealth Management 2012 - 2012
BlackRock November 2007 - 2011
Mellon Capital Management June 1997 - March 2005
Barclays Global Investors 1995 - 1997
Skills
Client Service, New Business Development, Project Management, Business Relationship..., Financial Services, Institutional..., Helping Clients Succeed, Pension Plans, 401k Plans, Foundations & Endowments, Alternative Investments, Operations Management, Client Engagement, Series 65, Asset Management, Pension Funds, ETFs, Strategic Planning, Customer Engagement, Investment Management, Wealth Management, Emerging Markets, Relationship Management, Finance, Hedge Funds, Client Services, 401k, Equities, Investments
Education
UC Berkeley Haas School of Business
B.S., Business, Finance
Artisan Partners September 2013 - Present
Gaskin Wealth Management 2012 - 2012
BlackRock November 2007 - 2011
Mellon Capital Management June 1997 - March 2005
Barclays Global Investors 1995 - 1997
Skills
Client Service, New Business Development, Project Management, Business Relationship..., Financial Services, Institutional..., Helping Clients Succeed, Pension Plans, 401k Plans, Foundations & Endowments, Alternative Investments, Operations Management, Client Engagement, Series 65, Asset Management, Pension Funds, ETFs, Strategic Planning, Customer Engagement, Investment Management, Wealth Management, Emerging Markets, Relationship Management, Finance, Hedge Funds, Client Services, 401k, Equities, Investments
Education
UC Berkeley Haas School of Business
B.S., Business, Finance
Earl Pagaduan Earl Pagaduan's Mellon Capital Management Experience 2008 - August 2012
Job Product Manager at Jones IT
Industry Information Technology and Services
Experience
Jones IT January 2015 - Present
Jones IT September 2012 - Present
Mellon Capital Management 2008 - August 2012
Mellon Capital Management December 2005 - December 2007
Diaz & Company June 2005 - November 2005
American Express Financial Advisors February 2005 - May 2005
Election Systems & Software November 2004 - November 2004
Skills
Extremely proficient..., Type 92 WPM;..., Expert user of Windows..., Self-starter with..., Ability to manage..., Capacity to learn..., Equities, Analysis, Lotus Notes, Access, Asset Managment, Windows, Accounting, Strategy, Microsoft Excel, Bloomberg, Chartered Financial..., SharePoint, Financial Analysis, Account Reconciliation, Microsoft Word, Management, Networking, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Internal Audit, Investment Strategies, Asset Allocation
Education
University of California, Santa Cruz 1999 — 2003
BA, Business Economics
Jones IT January 2015 - Present
Jones IT September 2012 - Present
Mellon Capital Management 2008 - August 2012
Mellon Capital Management December 2005 - December 2007
Diaz & Company June 2005 - November 2005
American Express Financial Advisors February 2005 - May 2005
Election Systems & Software November 2004 - November 2004
Skills
Extremely proficient..., Type 92 WPM;..., Expert user of Windows..., Self-starter with..., Ability to manage..., Capacity to learn..., Equities, Analysis, Lotus Notes, Access, Asset Managment, Windows, Accounting, Strategy, Microsoft Excel, Bloomberg, Chartered Financial..., SharePoint, Financial Analysis, Account Reconciliation, Microsoft Word, Management, Networking, Hedge Funds, Portfolio Management, Financial Modeling, Investments, Internal Audit, Investment Strategies, Asset Allocation
Education
University of California, Santa Cruz 1999 — 2003
BA, Business Economics
Mahesh Jemolla Mahesh Jemolla's Mellon Capital Management Experience November 2009 - May 2013
Job Managing Director Asset Servicing Technology at BNY Mellon
Industry Computer Software
Experience
BNY Mellon May 2013 - Present
Mellon Capital Management November 2009 - May 2013
Mellon Capital Management October 2006 - November 2009
Eagle Investment Systems 1998 - 2006
NeoSOFT Technologies 1997 - 1997
Skills
Data Warehousing, Trading Systems, Fixed Income, Equities, Asset Managment, Derivatives, Bloomberg, Management, Business Analysis, Portfolio Management, Market Data, SDLC, Financial Services, Asset Management, Electronic Trading
Education
Sri Krishnadevaraya University 1994 — 1995
Masters
Sai Baba College, Anantapur 1990 — 1993
B.Sc
Govt College, Rayadurg 1988 — 1990
Inter
BNY Mellon May 2013 - Present
Mellon Capital Management November 2009 - May 2013
Mellon Capital Management October 2006 - November 2009
Eagle Investment Systems 1998 - 2006
NeoSOFT Technologies 1997 - 1997
Skills
Data Warehousing, Trading Systems, Fixed Income, Equities, Asset Managment, Derivatives, Bloomberg, Management, Business Analysis, Portfolio Management, Market Data, SDLC, Financial Services, Asset Management, Electronic Trading
Education
Sri Krishnadevaraya University 1994 — 1995
Masters
Sai Baba College, Anantapur 1990 — 1993
B.Sc
Govt College, Rayadurg 1988 — 1990
Inter
Ginny Manocha's Mellon Capital Management Experience June 2008 - January 2009
Job VP of Customer Success at Brazen
Industry Marketing and Advertising
Experience
Brazen Technologies, Inc. June 2015 - Present
Brazen Technologies, Inc. May 2013 - June 2015
Brazen Careerist November 2012 - May 2013
Brazen Careerist February 2012 - November 2012
Wilshire Associates December 2009 - February 2012
Beauty Salon December 2007 - March 2009
Mellon Capital Management June 2008 - January 2009
Merkley + Partners (Omnicom Group) June 2007 - August 2007
Skills
Marketing, Account Management, Social Media Marketing, CRM, Salesforce.com, Marketing Communications, Online Marketing, New Business Development, Email Marketing, Marketing Strategy, Digital Marketing, Data Analysis, Market Research, HTML, Google Analytics, Social Media, Corporate Branding, SaaS, Event Management, Digital Media, Digital Strategy, Investor Relations, Product Marketing, Leadership
Education
University of Pittsburgh 2003 — 2007
BSBA, Bachelor of Science in Business Administration, Marketing
Universidad de Montevideo
Global Supply Networks & Manufacturing Culture in Latin America
Brazen Technologies, Inc. June 2015 - Present
Brazen Technologies, Inc. May 2013 - June 2015
Brazen Careerist November 2012 - May 2013
Brazen Careerist February 2012 - November 2012
Wilshire Associates December 2009 - February 2012
Beauty Salon December 2007 - March 2009
Mellon Capital Management June 2008 - January 2009
Merkley + Partners (Omnicom Group) June 2007 - August 2007
Skills
Marketing, Account Management, Social Media Marketing, CRM, Salesforce.com, Marketing Communications, Online Marketing, New Business Development, Email Marketing, Marketing Strategy, Digital Marketing, Data Analysis, Market Research, HTML, Google Analytics, Social Media, Corporate Branding, SaaS, Event Management, Digital Media, Digital Strategy, Investor Relations, Product Marketing, Leadership
Education
University of Pittsburgh 2003 — 2007
BSBA, Bachelor of Science in Business Administration, Marketing
Universidad de Montevideo
Global Supply Networks & Manufacturing Culture in Latin America
David Manuel David Manuel's Mellon Capital Management Experience July 2009 - Present
Job Chief Financial Officer at Mellon Capital Management
Industry Banking
Experience
Mellon Capital Management July 2009 - Present
BNY Mellon Asset Management 2005 - Present
Bank of New York Mellon January 2006 - July 2009
Skills
Financial Modeling, Fixed Income, Asset Management, Finance, Financial Analysis, Asset Managment, Hedge Funds, Alternative Investments, Equities
Education
The University of Hull 1985 — 1988
Bachelor of Science, Economics
Mellon Capital Management July 2009 - Present
BNY Mellon Asset Management 2005 - Present
Bank of New York Mellon January 2006 - July 2009
Skills
Financial Modeling, Fixed Income, Asset Management, Finance, Financial Analysis, Asset Managment, Hedge Funds, Alternative Investments, Equities
Education
The University of Hull 1985 — 1988
Bachelor of Science, Economics
Chalene Christian Chalene Christian's Mellon Capital Management Experience April 2000 - September 2001
Job Regional Account Executive at Marin Software
Industry Computer Software
Experience
Marin Software July 2014 - Present
Bazaarvoice February 2013 - April 2014
Demandbase January 2012 - June 2012
Salesforce.com September 2006 - July 2011
Learn iT! September 2005 - September 2006
Learn iT! April 2002 - August 2005
Mellon Capital Management April 2000 - September 2001
McMorgan & Company June 1999 - April 2000
Northwestern Mutual November 1996 - May 1999
Skills
Selling, Salesforce.com, New Business Development, Enterprise Software, SaaS, Sales, Lead Generation, Leadership, Sales Operations, Training, Cloud Computing, B2B, Security, Strategy, Networking, Marketing, CRM, Solution Selling, Sales Process, Strategic Partnerships, Consulting, Direct Sales, Professional Services, Software Industry, Demand Generation, Start-ups
Education
University of San Francisco 1999 — 2001
Bachelor of Science, Organizational Behavior
Hamlin School for Girls San Francisco
Sacred Heart Cathedral San Francisco
St. Rose Academy
Marin Software July 2014 - Present
Bazaarvoice February 2013 - April 2014
Demandbase January 2012 - June 2012
Salesforce.com September 2006 - July 2011
Learn iT! September 2005 - September 2006
Learn iT! April 2002 - August 2005
Mellon Capital Management April 2000 - September 2001
McMorgan & Company June 1999 - April 2000
Northwestern Mutual November 1996 - May 1999
Skills
Selling, Salesforce.com, New Business Development, Enterprise Software, SaaS, Sales, Lead Generation, Leadership, Sales Operations, Training, Cloud Computing, B2B, Security, Strategy, Networking, Marketing, CRM, Solution Selling, Sales Process, Strategic Partnerships, Consulting, Direct Sales, Professional Services, Software Industry, Demand Generation, Start-ups
Education
University of San Francisco 1999 — 2001
Bachelor of Science, Organizational Behavior
Hamlin School for Girls San Francisco
Sacred Heart Cathedral San Francisco
St. Rose Academy
Marguerite Oneto Marguerite Oneto's Mellon Capital Management Experience January 2008 - November 2010
Job Data Scientist
Industry Financial Services
Experience
PayPal January 2012 - April 2013
LiftPoint Consulting (formerly M Squared Group) June 2011 - September 2011
Mellon Capital Management January 2008 - November 2010
GE Capital September 2006 - December 2007
TCF Bank June 2003 - August 2006
LiftPoint Consulting (formerly M Squared Group) April 2002 - June 2003
US Bank June 1999 - June 2001
Skills
SAS, Statistics, Business Intelligence, Analysis, Data Mining, Banking, Business Analysis, Time Series Analysis, Risk Management, Predictive Modeling, Management, Cross-functional Team..., Forecasting, Product Management, Start-ups, Strategy, Analytics
Education
University of California, Berkeley 2014 — 2016
Master's Degree, Information and Data Science
University of Minnesota-Twin Cities
Master's Degree, Economics
University of California, Berkeley
Bachelor's Degree, Double Major: Mathematics & Political Economy
PayPal January 2012 - April 2013
LiftPoint Consulting (formerly M Squared Group) June 2011 - September 2011
Mellon Capital Management January 2008 - November 2010
GE Capital September 2006 - December 2007
TCF Bank June 2003 - August 2006
LiftPoint Consulting (formerly M Squared Group) April 2002 - June 2003
US Bank June 1999 - June 2001
Skills
SAS, Statistics, Business Intelligence, Analysis, Data Mining, Banking, Business Analysis, Time Series Analysis, Risk Management, Predictive Modeling, Management, Cross-functional Team..., Forecasting, Product Management, Start-ups, Strategy, Analytics
Education
University of California, Berkeley 2014 — 2016
Master's Degree, Information and Data Science
University of Minnesota-Twin Cities
Master's Degree, Economics
University of California, Berkeley
Bachelor's Degree, Double Major: Mathematics & Political Economy
Hugh Hoang Hugh Hoang's Mellon Capital Management Experience April 2010 - December 2014
Job Retired
Industry Real Estate
Experience
Milton Properties LLC December 2008 - Present
Mellon Capital Management April 2010 - December 2014
Ares Management June 2007 - July 2008
Countrywide Securities Corporation June 2006 - June 2007
Wachovia Global Securities Lending February 2000 - June 2006
El Camino Resources June 1999 - February 2000
Cook Inlet Energy Supply July 1997 - May 1999
Skills
Hedge Funds, Fixed Income, Asset Management, Investments, Portfolio Management, Trading, Finance, Equities, Derivatives, Bloomberg, Financial Modeling, Mutual Funds, Capital Markets
Education
University of California, San Diego 1993 — 1997
BA, Economics
Milton Properties LLC December 2008 - Present
Mellon Capital Management April 2010 - December 2014
Ares Management June 2007 - July 2008
Countrywide Securities Corporation June 2006 - June 2007
Wachovia Global Securities Lending February 2000 - June 2006
El Camino Resources June 1999 - February 2000
Cook Inlet Energy Supply July 1997 - May 1999
Skills
Hedge Funds, Fixed Income, Asset Management, Investments, Portfolio Management, Trading, Finance, Equities, Derivatives, Bloomberg, Financial Modeling, Mutual Funds, Capital Markets
Education
University of California, San Diego 1993 — 1997
BA, Economics
Robert Mitchell, CFA, CIMA Robert Mitchell, CFA, CIMA's Mellon Capital Management Experience March 1984 - April 1987
Job Family Wealth Advisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
Yintai Dong Yintai Dong's Mellon Capital Management Experience July 2011 - August 2011
Job Accountant – Financial Consolidation and Analysis at QPS, LLC
Industry Accounting
Experience
QPS, LLC March 2013 - Present
Mellon Capital Management July 2011 - August 2011
Bank of China International July 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, NetSuite, Consolidated Financial..., Auditing, Bloomberg, Analysis, Data Analysis, Equities, Finance, Research
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Master of Science (M.S.), Accounting
Shanghai Jiao Tong University 2005 — 2009
Bachelor, Business Administration
QPS, LLC March 2013 - Present
Mellon Capital Management July 2011 - August 2011
Bank of China International July 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, NetSuite, Consolidated Financial..., Auditing, Bloomberg, Analysis, Data Analysis, Equities, Finance, Research
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Master of Science (M.S.), Accounting
Shanghai Jiao Tong University 2005 — 2009
Bachelor, Business Administration
Ryan Ignacio, CFA Ryan Ignacio, CFA's Mellon Capital Management Experience July 2000 - Present
Job Portfolio Manager at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management July 2000 - Present
Skills
Asset Allocation, Hedge Funds, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Quantitative Analytics, Bloomberg, Global Macro, Currency, Portfolio Management, Investment Strategies, Portfolio Optimization, Asset Management, Equity Research, Derivatives, Quantitative Finance, Alternative Investments, Bonds, Equity Trading, Hedging, Trading Strategies, Chartered Financial..., Options, Structured Products, Emerging Markets, Trading, Equity Valuation, Credit Derivatives, Swaps, Equity Derivatives, Bloomberg Terminal, FX Options, Trading Systems, Securities, Market Risk, Electronic Trading, CDS, Commodity, FX trading, Series 7, ETFs, Capital Markets, Quantitative Investing, Valuation
Education
University of California, Davis 1995 — 2000
Bachelor of Science (B.S.), Biochemistry
Mellon Capital Management July 2000 - Present
Skills
Asset Allocation, Hedge Funds, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Quantitative Analytics, Bloomberg, Global Macro, Currency, Portfolio Management, Investment Strategies, Portfolio Optimization, Asset Management, Equity Research, Derivatives, Quantitative Finance, Alternative Investments, Bonds, Equity Trading, Hedging, Trading Strategies, Chartered Financial..., Options, Structured Products, Emerging Markets, Trading, Equity Valuation, Credit Derivatives, Swaps, Equity Derivatives, Bloomberg Terminal, FX Options, Trading Systems, Securities, Market Risk, Electronic Trading, CDS, Commodity, FX trading, Series 7, ETFs, Capital Markets, Quantitative Investing, Valuation
Education
University of California, Davis 1995 — 2000
Bachelor of Science (B.S.), Biochemistry
Joshua Gaydos Joshua Gaydos's Mellon Capital Management Experience November 2010 - Present
Job Senior Investment Fund Accountant at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management November 2010 - Present
Herbein + Company January 2009 - April 2009
Skills
Accounting, Financial Reporting, Account Reconciliation, GAAP, Financial Analysis, Tax Preparation, Tax, Corporate Tax, Financial Statements, Income Tax, Financial Accounting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Pittsburgh 2006 — 2010
Bachelor of Science (BS), Accounting
Mellon Capital Management November 2010 - Present
Herbein + Company January 2009 - April 2009
Skills
Accounting, Financial Reporting, Account Reconciliation, GAAP, Financial Analysis, Tax Preparation, Tax, Corporate Tax, Financial Statements, Income Tax, Financial Accounting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Pittsburgh 2006 — 2010
Bachelor of Science (BS), Accounting
Tony Korkow Tony Korkow's Mellon Capital Management Experience 1995 - 1997
Job Director of Strategic Sourcing at Caesars Entertainment Corporation
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation April 2012 - Present
Bally Technologies February 2005 - March 2012
Sunterra Financial Services March 1999 - February 2005
Merck - Medco 1998 - 1999
Mellon Capital Management 1995 - 1997
Wells Fargo Financial 1994 - 1995
Bank of America 1993 - 1994
Skills
Financial Planning &..., COGNOS Finance, COGNOS Planning, Software Implementation, Variance Analysis, Project Management, Financial Reporting, Financial Modeling, Auditing
Education
University of Nevada-Las Vegas 1988 — 1993
BS in Business Administration, Accounting
South Lake Tahoe HIgh School
Caesars Entertainment Corporation April 2012 - Present
Bally Technologies February 2005 - March 2012
Sunterra Financial Services March 1999 - February 2005
Merck - Medco 1998 - 1999
Mellon Capital Management 1995 - 1997
Wells Fargo Financial 1994 - 1995
Bank of America 1993 - 1994
Skills
Financial Planning &..., COGNOS Finance, COGNOS Planning, Software Implementation, Variance Analysis, Project Management, Financial Reporting, Financial Modeling, Auditing
Education
University of Nevada-Las Vegas 1988 — 1993
BS in Business Administration, Accounting
South Lake Tahoe HIgh School
Peter Joyce's Mellon Capital Management Experience June 2012 - August 2012
Job Middle School Math Teacher
Industry Public Policy
Experience
Hinds County School District August 2014 - Present
Teach For America August 2014 - Present
AECOM May 2013 - May 2014
American Planning Association November 2012 - January 2013
Mellon Capital Management June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Allegheny County May 2010 - August 2010
Skills
ArcGIS, Access, Community Outreach, Portfolio Management, Economic Development, SPSS, Credit Risk, Data Analysis, Transportation Planning
Education
The George Washington University 2009 — 2013
BA, Geography and Economics
London School of Economics and Political Science 2011 — 2012
General Course
Hinds County School District August 2014 - Present
Teach For America August 2014 - Present
AECOM May 2013 - May 2014
American Planning Association November 2012 - January 2013
Mellon Capital Management June 2012 - August 2012
BNY Mellon May 2011 - August 2011
Allegheny County May 2010 - August 2010
Skills
ArcGIS, Access, Community Outreach, Portfolio Management, Economic Development, SPSS, Credit Risk, Data Analysis, Transportation Planning
Education
The George Washington University 2009 — 2013
BA, Geography and Economics
London School of Economics and Political Science 2011 — 2012
General Course
Ralf Luis Ralf Luis's Mellon Capital Management Experience August 1999 - November 2006
Job Systems Engineer at Celerity Consulting Group
Industry Information Technology and Services
Experience
Celerity Consulting Group October 2009 - Present
Insight October 2009 - October 2009
CCCERA February 2009 - May 2009
Endsight January 2007 - November 2007
Mellon Capital Management August 1999 - November 2006
Education
University of California, Los Angeles 1985 — 1990
Celerity Consulting Group October 2009 - Present
Insight October 2009 - October 2009
CCCERA February 2009 - May 2009
Endsight January 2007 - November 2007
Mellon Capital Management August 1999 - November 2006
Education
University of California, Los Angeles 1985 — 1990
Holly Zaches Holly Zaches's Mellon Capital Management Experience June 2000 - Present
Job Vice President, Project Manager
Industry Investment Management
Experience
Mellon Capital Management June 2000 - Present
Education
University of California, Santa Barbara
Masters, Political Science: Comparative Development
Mellon Capital Management June 2000 - Present
Education
University of California, Santa Barbara
Masters, Political Science: Comparative Development
David Arons David Arons's Mellon Capital Management Experience October 2000 - August 2003
Job Vice President at Rialto Capital Management
Industry Real Estate
Experience
Rialto Capital Management October 2014 - Present
Compass Point - Real Estate Development & Investment Advisory Services November 2013 - October 2014
Beazer Homes April 2013 - October 2013
Makar Properties 2011 - April 2013
Oxnard City College 2010 - 2010
Infinity Funding Corp 2009 - 2010
Lennar October 2005 - April 2009
Mellon Capital Management October 2000 - August 2003
Skills
Due Diligence, Financial Modeling, Asset Managment, Valuation, Financial Analysis, Real Estate Economics, Investments, Asset Management, Finance, Portfolio Management, Real Estate Development, Mergers & Acquisitions, Negotiation, Real Estate, Process Improvement, Real Estate Transactions, Management
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
MBA, Finance
Rialto Capital Management October 2014 - Present
Compass Point - Real Estate Development & Investment Advisory Services November 2013 - October 2014
Beazer Homes April 2013 - October 2013
Makar Properties 2011 - April 2013
Oxnard City College 2010 - 2010
Infinity Funding Corp 2009 - 2010
Lennar October 2005 - April 2009
Mellon Capital Management October 2000 - August 2003
Skills
Due Diligence, Financial Modeling, Asset Managment, Valuation, Financial Analysis, Real Estate Economics, Investments, Asset Management, Finance, Portfolio Management, Real Estate Development, Mergers & Acquisitions, Negotiation, Real Estate, Process Improvement, Real Estate Transactions, Management
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
MBA, Finance
Mary Hoskins Mary Hoskins's Mellon Capital Management Experience 2002 - 2004
Job Director at First Republic Private Wealth Management
Industry Investment Management
Experience
First Republic Private Wealth Management May 2014 - Present
Independent Consultant 2004 - Present
Private Family Trust December 2001 - Present
Educational Foundation of Orinda April 2012 - Present
Mellon Capital Management 2002 - 2004
various 1999 - 2002
The Quaker Oats Company 1993 - 1998
The University of Chicago Booth School of Business August 1997 - December 1997
Sears, Roebuck and Co. 1989 - 1993
Skills
Investment Strategies, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Competitive Analysis, Capital Markets, Marketing Communications, Fixed Income/Bonds, Conference Speaking, Content Management, Equity Research, Investor Relations, Mentoring, Wealth Management
Education
The University of Chicago - Booth School of Business
MBA
London School of Economics and Political Science
MSc
University of Illinois at Urbana-Champaign
BA
First Republic Private Wealth Management May 2014 - Present
Independent Consultant 2004 - Present
Private Family Trust December 2001 - Present
Educational Foundation of Orinda April 2012 - Present
Mellon Capital Management 2002 - 2004
various 1999 - 2002
The Quaker Oats Company 1993 - 1998
The University of Chicago Booth School of Business August 1997 - December 1997
Sears, Roebuck and Co. 1989 - 1993
Skills
Investment Strategies, Asset Allocation, Investments, Hedge Funds, Alternative Investments, Competitive Analysis, Capital Markets, Marketing Communications, Fixed Income/Bonds, Conference Speaking, Content Management, Equity Research, Investor Relations, Mentoring, Wealth Management
Education
The University of Chicago - Booth School of Business
MBA
London School of Economics and Political Science
MSc
University of Illinois at Urbana-Champaign
BA
Serena Stone, CFA Serena Stone, CFA's Mellon Capital Management Experience 1999 - 2000
Job Assistant Vice President, Portfolio Manager at Active Investment Advisors, a division of Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management April 2005 - Present
McMorgan & Company 2004 - 2005
Fremont Investment Advisors 2000 - 2004
Mellon Capital Management 1999 - 2000
Education
University of California, Los Angeles 1994 — 1998
B.S, Physiological Science
Natixis Global Asset Management April 2005 - Present
McMorgan & Company 2004 - 2005
Fremont Investment Advisors 2000 - 2004
Mellon Capital Management 1999 - 2000
Education
University of California, Los Angeles 1994 — 1998
B.S, Physiological Science
Sarah Burke Duff Sarah Burke Duff's Mellon Capital Management Experience 1998 - 2000
Job Marketing Consultant (B2C & B2B)
Industry Marketing and Advertising
Experience
The Promotional Edge July 2011 - Present
Time Warner Cable 2009 - 2011
Music Choice 2006 - 2009
MTV Networks 2001 - 2006
TechTV 1999 - 2002
Mellon Capital Management 1998 - 2000
Akin Gump Strauss Hauer & Feld LLP 1996 - 1998
Skills
Television, VOD, Digital Media, Promotions, Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Consumer Marketing, Corporate Communications, Product Marketing, Digital Marketing, Email Marketing, Brand Management, Strategic Planning, Relationship Marketing, Sales, Integrated Marketing, Content Strategy, Advertising, Digital Strategy, Brand Development, Media Planning, Strategic Partnerships, Brand Awareness, B2B Marketing, Interactive Marketing
Education
The Center for Creative Leadership (CCL) 2006 — 2006
The George Washington University
BA
The Promotional Edge July 2011 - Present
Time Warner Cable 2009 - 2011
Music Choice 2006 - 2009
MTV Networks 2001 - 2006
TechTV 1999 - 2002
Mellon Capital Management 1998 - 2000
Akin Gump Strauss Hauer & Feld LLP 1996 - 1998
Skills
Television, VOD, Digital Media, Promotions, Marketing, Marketing Strategy, Marketing Communications, Direct Marketing, Consumer Marketing, Corporate Communications, Product Marketing, Digital Marketing, Email Marketing, Brand Management, Strategic Planning, Relationship Marketing, Sales, Integrated Marketing, Content Strategy, Advertising, Digital Strategy, Brand Development, Media Planning, Strategic Partnerships, Brand Awareness, B2B Marketing, Interactive Marketing
Education
The Center for Creative Leadership (CCL) 2006 — 2006
The George Washington University
BA
Steve Wetter Steve Wetter's Mellon Capital Management Experience August 2007 - October 2009
Job Portfolio Manager at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Voya Investment Management April 2012 - Present
TCS Financial Solutions January 2010 - March 2012
Mellon Capital Management August 2007 - October 2009
Northern Trust 2003 - 2007
Deutsche Asset Management 1999 - 2003
Bankers Trust 1992 - 1999
Scudder Investments 1987 - 1992
Skills
Asset Management, Equity Trading, FX trading, ETFs, Indexing, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of California, Berkeley
BA
Cheryl Greenberg Cheryl Greenberg's Mellon Capital Management Experience September 2010 - April 2013
Job Sr Management Consultant, Program Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Wells Fargo April 2013 - Present
CLG Associates September 2010 - Present
Mellon Capital Management September 2010 - April 2013
Mellon Capital Management February 2010 - August 2010
Mellon Capital Management October 2005 - February 2010
Bank of New York Mellon 2005 - February 2010
American Express Financial Advisors September 2003 - May 2005
Merrill Lynch Investment Managers 2000 - 2000
Nicholas-Applegate Capital Management 1994 - 1998
Computer Economics, Inc. September 1992 - November 1994
Skills
Analysis, Project Management, Project Planning, Equities, Budgets, Capital Markets, Portfolio Management, Resource Management, Investments, Management, Risk Management, Business Analysis, Fixed Income, Finance, Derivatives, Financial Services, Asset Management, Hedge Funds, Strategy, SDLC, Program Management, Investment Management, Securities, Integration, Alternative Investments, Bloomberg, Mutual Funds, Leadership, Asset Allocation, Vendor Management, Banking, Financial Analysis, Financial Modeling, Financial Markets, Executive Management, Series 7, Valuation
Education
University of California, San Diego 1981 — 1985
BA, Mathematics/Computer Science, 16
Mt. Carmel HIgh School 1978 — 1981
General education. AP calculus, AP English, AP Spanish, High school general education
Peter Wolfert Peter Wolfert's Mellon Capital Management Experience October 1998 - June 2000
Job Chief Technology Officer at ValueClick
Industry Internet
Experience
Conversant, Inc. June 2000 - Present
Mellon Capital Management October 1998 - June 2000
GT Global November 1995 - October 1998
Trust Company of the West January 1992 - November 1995
Rockwell International July 1988 - January 1992
Skills
Ad Serving, Affiliate Marketing, Mobile Advertising, Web Analytics, Hadoop, Display Advertising, Analytics, Digital Marketing, E-commerce, Online Advertising, SEM
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
MBA, Management Information Systems
University of California, Davis 1982 — 1986
BS, Finance
Woodside High School 1978 — 1982
High School Degree
Conversant, Inc. June 2000 - Present
Mellon Capital Management October 1998 - June 2000
GT Global November 1995 - October 1998
Trust Company of the West January 1992 - November 1995
Rockwell International July 1988 - January 1992
Skills
Ad Serving, Affiliate Marketing, Mobile Advertising, Web Analytics, Hadoop, Display Advertising, Analytics, Digital Marketing, E-commerce, Online Advertising, SEM
Education
University of California, Irvine - The Paul Merage School of Business 1986 — 1988
MBA, Management Information Systems
University of California, Davis 1982 — 1986
BS, Finance
Woodside High School 1978 — 1982
High School Degree
William Hoskins William Hoskins's Mellon Capital Management Experience 2001 - 2009
Job Risk Model Research
Industry Financial Services
Experience
Federal Reserve Bank of San Francisco March 2015 - Present
Financial Engines December 2011 - November 2012
Risk Management Solutions January 2010 - December 2011
Mellon Capital Management 2001 - 2009
Barclays Global Investors 1998 - 2001
Dean Witter March 1994 - November 1997
Chevron June 1982 - December 1991
Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Managment, Quantitative Finance, Fixed Income, Asset Allocation, Quantitative Analytics, Hedge Funds, Derivatives, Bloomberg, Investments, Risk Management, Valuation, MBS, Financial Modeling, ABS, Trading, Investment Strategies, Capital Markets
Education
The University of Chicago 1987 — 1994
Ph.D./MBA
Stanford University 1981 — 1983
MS
University of California, Berkeley 1976 — 1981
AB
Lick Wilmerding HS 1972 — 1976
hs
Federal Reserve Bank of San Francisco March 2015 - Present
Financial Engines December 2011 - November 2012
Risk Management Solutions January 2010 - December 2011
Mellon Capital Management 2001 - 2009
Barclays Global Investors 1998 - 2001
Dean Witter March 1994 - November 1997
Chevron June 1982 - December 1991
Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Managment, Quantitative Finance, Fixed Income, Asset Allocation, Quantitative Analytics, Hedge Funds, Derivatives, Bloomberg, Investments, Risk Management, Valuation, MBS, Financial Modeling, ABS, Trading, Investment Strategies, Capital Markets
Education
The University of Chicago 1987 — 1994
Ph.D./MBA
Stanford University 1981 — 1983
MS
University of California, Berkeley 1976 — 1981
AB
Lick Wilmerding HS 1972 — 1976
hs
Sharlie Castelli Sharlie Castelli's Mellon Capital Management Experience April 2012 - April 2015
Job Portfolio Analyst at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management April 2012 - April 2015
Mellon Capital Management June 2010 - April 2012
Mellon Capital Management June 2009 - June 2010
Wheeling Pittsburgh Steel Corp June 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Bloomberg, Financial Modeling, Asset Management, Asset Allocation, Securities, Derivatives, Financial Reporting, Accounting, Corporate Finance
Education
Saint Vincent College 2005 — 2009
Bachelor of Science in Finance, Minors in Accounting and Operational Excellence
Mellon Capital Management April 2012 - April 2015
Mellon Capital Management June 2010 - April 2012
Mellon Capital Management June 2009 - June 2010
Wheeling Pittsburgh Steel Corp June 2008 - August 2008
Skills
Financial Analysis, Investments, Mutual Funds, Portfolio Management, Bloomberg, Financial Modeling, Asset Management, Asset Allocation, Securities, Derivatives, Financial Reporting, Accounting, Corporate Finance
Education
Saint Vincent College 2005 — 2009
Bachelor of Science in Finance, Minors in Accounting and Operational Excellence
Diane (Hagerty) Havrilla's Mellon Capital Management Experience October 2012 - Present
Job Distribution Analyst at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management October 2012 - Present
BNY Mellon June 2011 - October 2012
BNY Mellon June 2010 - June 2011
BNY Mellon August 2008 - June 2010
Skills
Microsoft Office, Outlook, Wealth Management, Institutional..., Financial Reporting, Trust Services
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science (B.S.), Finance, General
2015 Level II Candidate in the CFA Program
Mellon Capital Management October 2012 - Present
BNY Mellon June 2011 - October 2012
BNY Mellon June 2010 - June 2011
BNY Mellon August 2008 - June 2010
Skills
Microsoft Office, Outlook, Wealth Management, Institutional..., Financial Reporting, Trust Services
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science (B.S.), Finance, General
2015 Level II Candidate in the CFA Program
Rosalind Meade Jacobsen's Mellon Capital Management Experience 1995 - 1997
Job Managing Director, Institutional Client Group Western Region Team Leader at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors January 2012 - Present
State Street Global Advisors November 2010 - January 2012
State Street Global Advisors January 1998 - November 2010
Mellon Capital Management 1995 - 1997
Education
University of California, Irvine 1989 — 1993
BA, Economics
Louise S. McGehee School
State Street Global Advisors January 2012 - Present
State Street Global Advisors November 2010 - January 2012
State Street Global Advisors January 1998 - November 2010
Mellon Capital Management 1995 - 1997
Education
University of California, Irvine 1989 — 1993
BA, Economics
Louise S. McGehee School
Vikas Oswal, CFA Vikas Oswal, CFA's Mellon Capital Management Experience April 2005 - April 2012
Job Chief Investment Officer/Strategist; Expert at Global Asset Allocation and Currency Management
Industry Investment Management
Experience
Private May 2012 - Present
Mellon Capital Management April 2005 - April 2012
Mellon Capital Management June 2003 - April 2005
Mellon Capital Management May 1994 - June 2003
Skills
Portfolio Management, Asset Allocation, Investments, Research, Cross-functional Team..., Investment Strategies, Asset Managment, Portfolio Optimization, Hedge Funds, ETFs, Alternative Investments, Wealth Management, Fixed Income, Equities, Investment Management, Bonds, Financial Modeling, Derivatives Trading, Currency Valuation and..., GTAA, Portfolio optimization, Asset Management, Strategy
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
IIT (BHU), Varanasi, India 1977 — 1982
Bachelor of Technology (B.Tech.), Chemical Engineering
Private May 2012 - Present
Mellon Capital Management April 2005 - April 2012
Mellon Capital Management June 2003 - April 2005
Mellon Capital Management May 1994 - June 2003
Skills
Portfolio Management, Asset Allocation, Investments, Research, Cross-functional Team..., Investment Strategies, Asset Managment, Portfolio Optimization, Hedge Funds, ETFs, Alternative Investments, Wealth Management, Fixed Income, Equities, Investment Management, Bonds, Financial Modeling, Derivatives Trading, Currency Valuation and..., GTAA, Portfolio optimization, Asset Management, Strategy
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
IIT (BHU), Varanasi, India 1977 — 1982
Bachelor of Technology (B.Tech.), Chemical Engineering
Christopher Tung Christopher Tung's Mellon Capital Management Experience July 2013 - Present
Job Application Support Analyst at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management July 2013 - Present
Mellon Capital Management June 2011 - July 2013
Morgan Stanley Smith Barney October 2010 - February 2011
Center for Urban Education about Sustainable Agriculture July 2006 - September 2006
Fidelity National Title August 2005 - September 2006
Skills
Outlook, Software Documentation, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Customer Service, Leadership, Social Media, Public Speaking, Social Networking, Analysis, Training, Team Leadership, Portia, SQL, Event Planning, Database Administration, Business Analysis
Education
University of California, Davis 2006 — 2010
BA, International Relations, emphasis on World Trade and Development
Mellon Capital Management July 2013 - Present
Mellon Capital Management June 2011 - July 2013
Morgan Stanley Smith Barney October 2010 - February 2011
Center for Urban Education about Sustainable Agriculture July 2006 - September 2006
Fidelity National Title August 2005 - September 2006
Skills
Outlook, Software Documentation, Bloomberg, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, Customer Service, Leadership, Social Media, Public Speaking, Social Networking, Analysis, Training, Team Leadership, Portia, SQL, Event Planning, Database Administration, Business Analysis
Education
University of California, Davis 2006 — 2010
BA, International Relations, emphasis on World Trade and Development
Paul R. Lenz, Ph.D. Paul R. Lenz, Ph.D.'s Mellon Capital Management Experience 2006 - 2009
Job CoDirector of Quantitative and Risk Analysis
Industry Investment Management
Experience
Munder Capital Management February 2011 - October 2014
Mellon Capital Management 2006 - 2009
Rydex Funds April 2004 - September 2006
Brown Brothers Harriman 1996 - 2002
ARCO Investment Management Company 1989 - 1994
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Financial Modeling, Fixed Income
Education
Stony Brook University
B.S., Mathematics, English
University of Oregon
M.S., Economics
University of Wisconsin-Madison
Ph.D., Economics
Munder Capital Management February 2011 - October 2014
Mellon Capital Management 2006 - 2009
Rydex Funds April 2004 - September 2006
Brown Brothers Harriman 1996 - 2002
ARCO Investment Management Company 1989 - 1994
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Investments, Investment Management, Bloomberg, Mutual Funds, Investment Strategies, Financial Modeling, Fixed Income
Education
Stony Brook University
B.S., Mathematics, English
University of Oregon
M.S., Economics
University of Wisconsin-Madison
Ph.D., Economics
Susan Jetter Susan Jetter's Mellon Capital Management Experience 1988 - 1991
Job Lead Recruiter at Kaiser Foundation Health Plan, Inc
Industry Hospital & Health Care
Experience
Kaiser Permanente November 2014 - Present
BNP Paribas- Bank of the West February 2013 - September 2014
2GO Companies June 2012 - February 2013
Ballou Plum Wealth Advisors, LLC April 2010 - June 2012
Fortune Strategies October 2007 - February 2010
The Curran Group February 2004 - October 2007
Montgomery Resources 1998 - 2001
DM STONE RECRUITMENT SOLUTIONS 1996 - 1998
Wells Fargo Bank 1992 - 1996
Mellon Capital Management 1988 - 1991
Skills
Interviewing, Full-cycle Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Business Relationship..., Professional Networking, Recruiting, Sourcing, Talent Management, Executive Search, CRM, Leadership, Management
Education
University of California, Santa Barbara
BA, Business Economics
Calabasas High School
Kaiser Permanente November 2014 - Present
BNP Paribas- Bank of the West February 2013 - September 2014
2GO Companies June 2012 - February 2013
Ballou Plum Wealth Advisors, LLC April 2010 - June 2012
Fortune Strategies October 2007 - February 2010
The Curran Group February 2004 - October 2007
Montgomery Resources 1998 - 2001
DM STONE RECRUITMENT SOLUTIONS 1996 - 1998
Wells Fargo Bank 1992 - 1996
Mellon Capital Management 1988 - 1991
Skills
Interviewing, Full-cycle Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Business Relationship..., Professional Networking, Recruiting, Sourcing, Talent Management, Executive Search, CRM, Leadership, Management
Education
University of California, Santa Barbara
BA, Business Economics
Calabasas High School
Wilson Ho's Mellon Capital Management Experience May 2010 - August 2010
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
Mellon Capital Management May 2010 - August 2010
AnewAmerica Community Corporation October 2008 - March 2009
Bank of America June 2006 - February 2008
Skills
Auditing, Financial Reporting, Risk Management, Financial Analysis, Operational Risk, GAAP, Analytics, Compliance
Education
University of California, Berkeley 2008 — 2010
Bachelor, Economics, Education, 3.62/ 4.00 GPA
Wells Fargo April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
Mellon Capital Management May 2010 - August 2010
AnewAmerica Community Corporation October 2008 - March 2009
Bank of America June 2006 - February 2008
Skills
Auditing, Financial Reporting, Risk Management, Financial Analysis, Operational Risk, GAAP, Analytics, Compliance
Education
University of California, Berkeley 2008 — 2010
Bachelor, Economics, Education, 3.62/ 4.00 GPA
Lynn Challenger's Mellon Capital Management Experience September 2006 - March 2014
Job Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Bridgewater Associates April 2014 - February 2015
March of Dimes, San Francisco 2012 - June 2014
Mellon Capital Management September 2006 - March 2014
Dresdner Kleinwort 2004 - 2006
WR Hambrecht + Co 2000 - 2002
Volpe Brown Whelan 1999 - 2000
Credit Suisse June 1996 - June 1997
Credit Suisse June 1995 - June 1996
O'Connor and Associates 1991 - 1995
Swiss Bank Corporation 1991 - 1995
Skills
Trading, Options, Equities, Equity Trading, Electronic Trading, Hedge Funds, Trading Systems, Fixed Income, Bloomberg, Financial Markets, Derivatives, Capital Markets, FX Options, Alternative Investments, Asset Managment, Commodity, FX trading, ETFs, Currency, Equity Derivatives, Securities, Investments, Swaps, Trading Strategies, Hedging, Asset Allocation, Structured Products, Bonds, Credit Derivatives, Interest Rate..., Emerging Markets, Investment Management, Risk Management, Market Risk, Commodity Markets, Prime Brokerage, Corporate Finance, Structured Finance, Financial Services, Equity Valuation, Financial Structuring, Foreign Exchange, Asset Management, Financial Risk, VBA, Rates, Chartered Financial..., Funding, Investor Relations, Bloomberg Terminal
Education
University of California, Berkeley 1986 — 1990
Bachelor's Degree, Business Administration and Management, Finance and Accounting
Bart Sikora's Mellon Capital Management Experience July 2005 - October 2010
Job
Industry Investment Management
Experience
Mellon Capital Management July 2005 - October 2010
Barclays Global Investors March 2001 - August 2003
Barclays Global Investors January 1999 - March 2001
Skills
CFA, Series 7, ETFs, Portfolio Management, Asset Allocation, Portfolio Optimization, Derivatives, FX, Equities, Asset Management, Quantitative Analysis, Emerging Markets, Bloomberg, Performance Attribution, Quantitative Analytics, Mutual Funds, Currency, Global Macro, Investments, Investment Management, Hedge Funds, Fixed Income, Series 63, Alternative Investments, Valuation, Investment Strategies, Equity Research, Equity Valuation, Bonds, Quantitative Finance, Capital Markets
Education
University of California, Los Angeles - The Anderson School of Management 2003 — 2005
MBA, Finance and Accounting
University of California, Berkeley 1994 — 1998
B.S., Finance & Accounting
Mellon Capital Management July 2005 - October 2010
Barclays Global Investors March 2001 - August 2003
Barclays Global Investors January 1999 - March 2001
Skills
CFA, Series 7, ETFs, Portfolio Management, Asset Allocation, Portfolio Optimization, Derivatives, FX, Equities, Asset Management, Quantitative Analysis, Emerging Markets, Bloomberg, Performance Attribution, Quantitative Analytics, Mutual Funds, Currency, Global Macro, Investments, Investment Management, Hedge Funds, Fixed Income, Series 63, Alternative Investments, Valuation, Investment Strategies, Equity Research, Equity Valuation, Bonds, Quantitative Finance, Capital Markets
Education
University of California, Los Angeles - The Anderson School of Management 2003 — 2005
MBA, Finance and Accounting
University of California, Berkeley 1994 — 1998
B.S., Finance & Accounting
Stephen Lee, CFA's Mellon Capital Management Experience 2000 - 2003
Job
Industry Investment Management
Experience
Kaiser Permanente 2012 - Present
Fremont Group 2007 - 2008
Wells Fargo 2006 - 2007
Santa Clara University 2003 - 2006
Mellon Capital Management 2000 - 2003
State Street of California 1999 - 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, Derivatives, Project Management, Equities, Investments, Hedge Funds, Competitive Analysis, Valuation, Alternative Investments, Business Analysis, Financial Analysis, Equity Research, Private Equity, Emerging Markets, Quantitative Analytics, Asset Management, Corporate Finance, Finance
Education
Santa Clara University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA
Kaiser Permanente 2012 - Present
Fremont Group 2007 - 2008
Wells Fargo 2006 - 2007
Santa Clara University 2003 - 2006
Mellon Capital Management 2000 - 2003
State Street of California 1999 - 2000
Skills
Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, Derivatives, Project Management, Equities, Investments, Hedge Funds, Competitive Analysis, Valuation, Alternative Investments, Business Analysis, Financial Analysis, Equity Research, Private Equity, Emerging Markets, Quantitative Analytics, Asset Management, Corporate Finance, Finance
Education
Santa Clara University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA
Hal Rodriguez's Mellon Capital Management Experience February 2004 - November 2004
Job Mobile Development Lead at Blurlabs, Inc
Industry Computer Networking
Experience
Blurlabs, Inc July 2010 - Present
Apisphere, Inc March 2008 - July 2010
Garmin International September 2007 - March 2008
Urban Strategies Council May 2007 - September 2007
Institute for Geographic Information Science January 2007 - May 2007
SysIQ October 2006 - December 2006
Aligo, Inc. March 2005 - July 2006
Mellon Capital Management February 2004 - November 2004
Naniq January 2003 - September 2003
Cygent December 1999 - October 2001
Skills
iOS development, Objective-C, Android Development, Android SDK, Java, SQL, XML, Web Applications, JavaScript, Mobile Applications, iPhone, Android, Blackberry, HTML, jQuery, MySQL, AJAX, Web Development, HTML 5, CSS, Cloud Computing, Linux, Web Services, Software Development, Databases, User Experience, E-commerce, Integration
Education
San Francisco State University 2006 — 2006
Geographic Information Systems
State University of New York at Buffalo 1984 — 1988
BS, Design Studies
State University of New York College at Buffalo 1980 — 1984
BS, Design Studies
Blurlabs, Inc July 2010 - Present
Apisphere, Inc March 2008 - July 2010
Garmin International September 2007 - March 2008
Urban Strategies Council May 2007 - September 2007
Institute for Geographic Information Science January 2007 - May 2007
SysIQ October 2006 - December 2006
Aligo, Inc. March 2005 - July 2006
Mellon Capital Management February 2004 - November 2004
Naniq January 2003 - September 2003
Cygent December 1999 - October 2001
Skills
iOS development, Objective-C, Android Development, Android SDK, Java, SQL, XML, Web Applications, JavaScript, Mobile Applications, iPhone, Android, Blackberry, HTML, jQuery, MySQL, AJAX, Web Development, HTML 5, CSS, Cloud Computing, Linux, Web Services, Software Development, Databases, User Experience, E-commerce, Integration
Education
San Francisco State University 2006 — 2006
Geographic Information Systems
State University of New York at Buffalo 1984 — 1988
BS, Design Studies
State University of New York College at Buffalo 1980 — 1984
BS, Design Studies
Rachel Kiyabu's Mellon Capital Management Experience April 1997 - August 1999
Job Server Engineer at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank September 2015 - Present
Levi Strauss & Co. October 2000 - August 2015
Levi Strauss & Co. August 1999 - October 2000
Mellon Capital Management April 1997 - August 1999
Knauer Consulting 1995 - 1997
Skills
Windows Server, Disaster Recovery, VMware, Virtualization, Infrastructure, SCCM, Group Policy, Vendor Management, Active Directory, Data Center, Technical Support, System Administration, Hardware, IT Management, Networking, Servers, Software Documentation, Microsoft Technologies, Security, Cisco Technologies, Integration, SAN, Project Management, IT Strategy, ITIL, System Deployment, SharePoint, Operating Systems, Storage, VMware ESX, Enterprise Architecture, IT Operations, IT Service Management, Microsoft Exchange, Cloud Computing, VMware Infrastructure, Help Desk Support, Citrix, Windows 7, vSphere, DNS, HP, High Availability, Storage Area Networks, VPN, NetApp, Incident Management, VMware View, VMware vCenter
Education
University of Hawaii - College of Business Administration
BBA
First Republic Bank September 2015 - Present
Levi Strauss & Co. October 2000 - August 2015
Levi Strauss & Co. August 1999 - October 2000
Mellon Capital Management April 1997 - August 1999
Knauer Consulting 1995 - 1997
Skills
Windows Server, Disaster Recovery, VMware, Virtualization, Infrastructure, SCCM, Group Policy, Vendor Management, Active Directory, Data Center, Technical Support, System Administration, Hardware, IT Management, Networking, Servers, Software Documentation, Microsoft Technologies, Security, Cisco Technologies, Integration, SAN, Project Management, IT Strategy, ITIL, System Deployment, SharePoint, Operating Systems, Storage, VMware ESX, Enterprise Architecture, IT Operations, IT Service Management, Microsoft Exchange, Cloud Computing, VMware Infrastructure, Help Desk Support, Citrix, Windows 7, vSphere, DNS, HP, High Availability, Storage Area Networks, VPN, NetApp, Incident Management, VMware View, VMware vCenter
Education
University of Hawaii - College of Business Administration
BBA
Alan Havey's Mellon Capital Management Experience April 2011 - June 2012
Job Principal Enterprise Architect at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente June 2012 - Present
Transformetrix December 2008 - Present
Mellon Capital Management April 2011 - June 2012
SitePen Inc. March 2009 - May 2011
EchoStorm Worldwide May 2007 - December 2008
Safeway Inc. May 2001 - May 2007
Open Entertainment, Inc. 1999 - 2001
Barclays Global Investors 1990 - 1999
GTE Government Systems May 1984 - May 1990
Lockheed Missile and Space 1981 - 1984
Skills
Enterprise Architecture, Software Architecture, Business Architecture, Enterprise Application..., Software Engineering, Certified Project..., Software Project..., Java, Microsoft Office, .NET, C#, C++, Process Engineering, Product Development, J2EE Architecture, Business Engineering, Distributed Systems, Distributed..., IT Strategy, Architecture, Java Enterprise Edition, SDLC, Business Intelligence, Enterprise Software, Linux, Databases, Agile Methodologies, System Architecture, Software Architectural..., Software Development, Management, TOGAF, UML, Analytics, Team Leadership, Strategy, Integration, Start-ups, Project Portfolio..., Change Management, Project Management, Requirements Analysis, SOA, Microsoft SQL Server, Testing, Analysis, Agile Project Management, PMP, Quality Assurance, Leadership
Education
Santa Clara University 1983 — 1985
MS, Computer Science
San Francisco State University 1977 — 1981
BS, Computer Science
Kaiser Permanente June 2012 - Present
Transformetrix December 2008 - Present
Mellon Capital Management April 2011 - June 2012
SitePen Inc. March 2009 - May 2011
EchoStorm Worldwide May 2007 - December 2008
Safeway Inc. May 2001 - May 2007
Open Entertainment, Inc. 1999 - 2001
Barclays Global Investors 1990 - 1999
GTE Government Systems May 1984 - May 1990
Lockheed Missile and Space 1981 - 1984
Skills
Enterprise Architecture, Software Architecture, Business Architecture, Enterprise Application..., Software Engineering, Certified Project..., Software Project..., Java, Microsoft Office, .NET, C#, C++, Process Engineering, Product Development, J2EE Architecture, Business Engineering, Distributed Systems, Distributed..., IT Strategy, Architecture, Java Enterprise Edition, SDLC, Business Intelligence, Enterprise Software, Linux, Databases, Agile Methodologies, System Architecture, Software Architectural..., Software Development, Management, TOGAF, UML, Analytics, Team Leadership, Strategy, Integration, Start-ups, Project Portfolio..., Change Management, Project Management, Requirements Analysis, SOA, Microsoft SQL Server, Testing, Analysis, Agile Project Management, PMP, Quality Assurance, Leadership
Education
Santa Clara University 1983 — 1985
MS, Computer Science
San Francisco State University 1977 — 1981
BS, Computer Science
Mark Kriozere, CFA's Mellon Capital Management Experience October 1996 - December 1999
Job Consultant
Industry Investment Management
Experience
Self Employed November 2013 - Present
Charles River Development October 2010 - October 2013
Calypso Technology July 2009 - August 2010
Barclays Global Investors February 2006 - July 2009
Self Employed January 2001 - December 2005
mPower Advisors April 2000 - December 2000
Mellon Capital Management October 1996 - December 1999
Charles Schwab October 1995 - October 1996
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, FX Options, Trading, Equities, Market Data, Electronic Trading, Business Analysis, Hedge Funds, Trading Systems, Back Office, Credit Derivatives, Swaps, Capital Markets, Financial Markets, Options, Equity Derivatives, Asset Management
Education
Chartered Financial Analyst
CFA, 2002
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
Self Employed November 2013 - Present
Charles River Development October 2010 - October 2013
Calypso Technology July 2009 - August 2010
Barclays Global Investors February 2006 - July 2009
Self Employed January 2001 - December 2005
mPower Advisors April 2000 - December 2000
Mellon Capital Management October 1996 - December 1999
Charles Schwab October 1995 - October 1996
Skills
Fixed Income, Middle Office, Bloomberg, Derivatives, FX Options, Trading, Equities, Market Data, Electronic Trading, Business Analysis, Hedge Funds, Trading Systems, Back Office, Credit Derivatives, Swaps, Capital Markets, Financial Markets, Options, Equity Derivatives, Asset Management
Education
Chartered Financial Analyst
CFA, 2002
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
Dorothy Tam's Mellon Capital Management Experience December 2009 - March 2013
Job Sensato Investors
Industry Investment Management
Experience
Sensato Investors March 2013 - Present
Mellon Capital Management December 2009 - March 2013
Mellon Capital Management January 2008 - December 2009
Mellon Capital Management January 2006 - December 2007
Mellon Capital Management April 2004 - December 2005
Skills
Bloomberg, Hedge Funds, Investments, Fixed Income, Financial Analysis, Mutual Funds, Bloomberg Terminal, Securities, Quantitative Analytics, VBA, Currency
Education
University of California, Berkeley 2000 — 2003
Economics
Sensato Investors March 2013 - Present
Mellon Capital Management December 2009 - March 2013
Mellon Capital Management January 2008 - December 2009
Mellon Capital Management January 2006 - December 2007
Mellon Capital Management April 2004 - December 2005
Skills
Bloomberg, Hedge Funds, Investments, Fixed Income, Financial Analysis, Mutual Funds, Bloomberg Terminal, Securities, Quantitative Analytics, VBA, Currency
Education
University of California, Berkeley 2000 — 2003
Economics
Lloyd Buchanan's Mellon Capital Management Experience 2008 - 2009
Job Owner of a women's apparel company
Industry Apparel & Fashion
Experience
Gretchen Scott Designs 2009 - Present
Mellon Capital Management 2008 - 2009
Bank of New York Mellon 2002 - 2009
Foundation for Economic Education 2000 - 2009
Axe-Houghton Associates 1988 - 2002
Bankers Trust 1981 - 1988
Skills
Trading, Retail, Derivatives, Investments, Securities, Alternative Investments, Asset Managment, Start-ups, Series 7, Portfolio Management, Entrepreneurship, Strategic Planning, Equities, Due Diligence, Mutual Funds, Asset Management, Emerging Markets, Business Strategy, Microsoft Excel, Financial Modeling, Private Equity, Asset Allocation, Financial Services, Executive Management, Investment Advisory, Financial Markets, Social Media, Training, Economics, Hedge Funds, Public Relations, Valuation, Fixed Income, Mergers & Acquisitions, Investment Strategies, Wealth Management, Social Media Marketing, Investment Banking, Financial Analysis, Venture Capital, Marketing, Capital Markets, Marketing Strategy, Investment Management, New Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School 1973 — 1976
BS Economics, Economics
Gretchen Scott Designs 2009 - Present
Mellon Capital Management 2008 - 2009
Bank of New York Mellon 2002 - 2009
Foundation for Economic Education 2000 - 2009
Axe-Houghton Associates 1988 - 2002
Bankers Trust 1981 - 1988
Skills
Trading, Retail, Derivatives, Investments, Securities, Alternative Investments, Asset Managment, Start-ups, Series 7, Portfolio Management, Entrepreneurship, Strategic Planning, Equities, Due Diligence, Mutual Funds, Asset Management, Emerging Markets, Business Strategy, Microsoft Excel, Financial Modeling, Private Equity, Asset Allocation, Financial Services, Executive Management, Investment Advisory, Financial Markets, Social Media, Training, Economics, Hedge Funds, Public Relations, Valuation, Fixed Income, Mergers & Acquisitions, Investment Strategies, Wealth Management, Social Media Marketing, Investment Banking, Financial Analysis, Venture Capital, Marketing, Capital Markets, Marketing Strategy, Investment Management, New Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania - The Wharton School 1973 — 1976
BS Economics, Economics
Chris Yao's Mellon Capital Management Experience March 2006 - Present
Job Director, CoHead of Active Equity Research at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management March 2006 - Present
Starmine 2004 - 2006
Skills
Buy-side, Equity Research, Portfolio Optimization, Financial Risk..., Bloomberg, Fixed Income, Hedge Funds, Valuation, Investment Management, Quantitative Finance, Investment Strategies, Global Macro, Equities, Equity Valuation, Chartered Financial..., Alternative Investments, Performance Attribution, Quantitative Investing, Capital Markets, Portfolio Management, Quantitative Analytics, Derivatives, Asset Allocation, Trading Strategies, Equity Trading
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2002
MBA, Finance
Mellon Capital Management March 2006 - Present
Starmine 2004 - 2006
Skills
Buy-side, Equity Research, Portfolio Optimization, Financial Risk..., Bloomberg, Fixed Income, Hedge Funds, Valuation, Investment Management, Quantitative Finance, Investment Strategies, Global Macro, Equities, Equity Valuation, Chartered Financial..., Alternative Investments, Performance Attribution, Quantitative Investing, Capital Markets, Portfolio Management, Quantitative Analytics, Derivatives, Asset Allocation, Trading Strategies, Equity Trading
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2002
MBA, Finance
Warren Chiang's Mellon Capital Management Experience 1997 - 2015
Job Emerging Market Equity at GMO
Industry Financial Services
Experience
GMO 2015 - Present
Mellon Capital Management 1997 - 2015
Education
University of California, Berkeley 2003 — 2005
MBA
University of California, Berkeley, Haas School of Business
GMO 2015 - Present
Mellon Capital Management 1997 - 2015
Education
University of California, Berkeley 2003 — 2005
MBA
University of California, Berkeley, Haas School of Business
Brian Matthews, CFA's Mellon Capital Management Experience 1998 - 2000
Job Executive Director at MSCI
Industry Investment Management
Experience
MSCI Inc. December 2003 - Present
MVC Capital 2000 - 2003
Mellon Capital Management 1998 - 2000
Education
University of California, Los Angeles 1992 — 1997
Bachelor, English
MSCI Inc. December 2003 - Present
MVC Capital 2000 - 2003
Mellon Capital Management 1998 - 2000
Education
University of California, Los Angeles 1992 — 1997
Bachelor, English
Robert Tye's Mellon Capital Management Experience November 2009 - October 2012
Job VP, Investment Systems Analyst at Mellon Capital Management
Industry Investment Management
Experience
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 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
Kent Fleming's Mellon Capital Management Experience March 2012 - Present
Job Director, Business Development at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management March 2012 - Present
Belltower Advisors, LLC May 2010 - December 2011
Smith Breeden Associates January 1996 - June 2010
Advisers Capital Management July 1994 - December 1995
Skills
Fixed Income, Business Development, Portfolio Management, Asset Managment, Hedge Funds, Investments, Asset Management, Alternative Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Finance
University of California, Santa Barbara 1986 — 1991
B.A., English
Mellon Capital Management March 2012 - Present
Belltower Advisors, LLC May 2010 - December 2011
Smith Breeden Associates January 1996 - June 2010
Advisers Capital Management July 1994 - December 1995
Skills
Fixed Income, Business Development, Portfolio Management, Asset Managment, Hedge Funds, Investments, Asset Management, Alternative Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
M.B.A., Finance
University of California, Santa Barbara 1986 — 1991
B.A., English
Jay Stock's Mellon Capital Management Experience 1998 - 2000
Job Vice President at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox 2002 - Present
Visible Markets April 2000 - September 2001
Mellon Capital Management 1998 - 2000
BARRA 1995 - 1998
Mattel Inc. 1994 - 1995
Big Idea Music Productions 1992 - 1994
Ford Aerospace 1983 - 1990
Skills
Fixed Income, Portfolio Management, Hedge Funds, Equities, Asset Managment, Bloomberg, Equity Research, Derivatives, Alternative Investments, Capital Markets, Investments, Valuation, Asset Allocation, Trading Systems, Emerging Markets, Investment Management
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance, Strategy
University of Arizona
BS, Electronic Engineering
Dodge & Cox 2002 - Present
Visible Markets April 2000 - September 2001
Mellon Capital Management 1998 - 2000
BARRA 1995 - 1998
Mattel Inc. 1994 - 1995
Big Idea Music Productions 1992 - 1994
Ford Aerospace 1983 - 1990
Skills
Fixed Income, Portfolio Management, Hedge Funds, Equities, Asset Managment, Bloomberg, Equity Research, Derivatives, Alternative Investments, Capital Markets, Investments, Valuation, Asset Allocation, Trading Systems, Emerging Markets, Investment Management
Education
The University of Chicago - Booth School of Business 1990 — 1992
MBA, Finance, Strategy
University of Arizona
BS, Electronic Engineering
Summer Gorman Petersil's Mellon Capital Management Experience November 2007 - September 2010
Job Director at FTSE Russell
Industry Financial Services
Experience
FTSE Russell July 2015 - Present
FTSE September 2010 - June 2015
Mellon Capital Management November 2007 - September 2010
Mellon Capital Management August 2005 - November 2007
Merrill Lynch 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 63, Relationship Management, Financial Sales, Fixed Income, Derivatives, Equities, Financial Services, Risk Management, Alternative Investments, Bloomberg, ETFs, Product Development, Project Management, Indexing, Sales, Quantitative Finance, Trading, CRM, Global Tactical Asset..., Hedge Funds, Equities Technology, Portfolio Management, Business Development, Asset Management, Investments
Education
University of San Francisco - Masagung Graduate School of Management 2005 — 2008
MBA
University of California, Berkeley
Bachelor of Arts (BA)
FTSE Russell July 2015 - Present
FTSE September 2010 - June 2015
Mellon Capital Management November 2007 - September 2010
Mellon Capital Management August 2005 - November 2007
Merrill Lynch 2002 - 2005
Banc of America Securities 1999 - 2002
Skills
Series 7, Series 63, Relationship Management, Financial Sales, Fixed Income, Derivatives, Equities, Financial Services, Risk Management, Alternative Investments, Bloomberg, ETFs, Product Development, Project Management, Indexing, Sales, Quantitative Finance, Trading, CRM, Global Tactical Asset..., Hedge Funds, Equities Technology, Portfolio Management, Business Development, Asset Management, Investments
Education
University of San Francisco - Masagung Graduate School of Management 2005 — 2008
MBA
University of California, Berkeley
Bachelor of Arts (BA)
Creighton Jue, CFA's Mellon Capital Management Experience 1995 - 2000
Job Managing Director, Beta Strategies
Industry Financial Services
Experience
BlackRock 2009 - Present
Barclays Global Investors December 2000 - December 2009
Mellon Capital Management 1995 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Alternative Investments, Portfolio Management, ETFs, Derivatives, Bloomberg, Capital Markets, Investments, Asset Allocation
Education
University of California, Irvine 1988 — 1992
Bachelor's degree, Economics
BlackRock 2009 - Present
Barclays Global Investors December 2000 - December 2009
Mellon Capital Management 1995 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Alternative Investments, Portfolio Management, ETFs, Derivatives, Bloomberg, Capital Markets, Investments, Asset Allocation
Education
University of California, Irvine 1988 — 1992
Bachelor's degree, Economics
Jim Campagna, CFA's Mellon Capital Management Experience October 1997 - February 2005
Job Senior Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF February 2005 - Present
Mellon Capital Management October 1997 - February 2005
Roger Engemann & Associates June 1995 - October 1997
Concord Investment Counsel June 1991 - June 1995
Skills
Portfolio Management, Asset Management, Equities, Portfolio Risk, Index Funds, Asset Managment, Analysis, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Securities, Bloomberg, Investments, Financial Modeling, Capital Markets, Investment Management
Education
University of California, Irvine 1986 — 1991
Bachelor of Arts, Economics, Math minor
TIAA-CREF February 2005 - Present
Mellon Capital Management October 1997 - February 2005
Roger Engemann & Associates June 1995 - October 1997
Concord Investment Counsel June 1991 - June 1995
Skills
Portfolio Management, Asset Management, Equities, Portfolio Risk, Index Funds, Asset Managment, Analysis, Risk Management, Alternative Investments, Financial Services, Mutual Funds, Securities, Bloomberg, Investments, Financial Modeling, Capital Markets, Investment Management
Education
University of California, Irvine 1986 — 1991
Bachelor of Arts, Economics, Math minor
Michael Richman's Mellon Capital Management Experience October 2004 - May 2007
Job Software Engineer at Energy Trust of Oregon
Industry Information Technology and Services
Experience
Energy Trust of Oregon July 2014 - Present
Integra Telecom July 2013 - January 2014
Banfield Pet Hospital 2014 - 2014
Slalom Consulting July 2012 - July 2013
BPA November 2009 - July 2012
Portland General Electric June 2007 - September 2009
Mellon Capital Management October 2004 - May 2007
Pacific Gas and Electric April 2003 - October 2004
Strategic Office Solutions August 2002 - January 2003
Charles Schwab November 2000 - February 2002
Skills
Software Development, Microsoft SQL Server, XML, Analysis, ASP.NET, VBA, SOAP, ASP, .NET, C#, Visual Studio, Business Analysis, PL/SQL, T-SQL, Visual Basic, Databases, HTML, Java, JavaScript, Leadership, SharePoint, Project Management, Web Applications, Oracle, IIS, Start-ups, Security, Access, Systems Analysis, Object Oriented Design, Management, MS Project
Education
The Johns Hopkins University 1972 — 1976
BES, Engineering
Golden Gate University
MS, Information Systems
Johns Hopkins University
Bachelor, Engineering Science
Energy Trust of Oregon July 2014 - Present
Integra Telecom July 2013 - January 2014
Banfield Pet Hospital 2014 - 2014
Slalom Consulting July 2012 - July 2013
BPA November 2009 - July 2012
Portland General Electric June 2007 - September 2009
Mellon Capital Management October 2004 - May 2007
Pacific Gas and Electric April 2003 - October 2004
Strategic Office Solutions August 2002 - January 2003
Charles Schwab November 2000 - February 2002
Skills
Software Development, Microsoft SQL Server, XML, Analysis, ASP.NET, VBA, SOAP, ASP, .NET, C#, Visual Studio, Business Analysis, PL/SQL, T-SQL, Visual Basic, Databases, HTML, Java, JavaScript, Leadership, SharePoint, Project Management, Web Applications, Oracle, IIS, Start-ups, Security, Access, Systems Analysis, Object Oriented Design, Management, MS Project
Education
The Johns Hopkins University 1972 — 1976
BES, Engineering
Golden Gate University
MS, Information Systems
Johns Hopkins University
Bachelor, Engineering Science
Steve Talmage's Mellon Capital Management Experience March 1994 - May 1997
Job Director, Investment Systems Development
Industry Financial Services
Experience
Mellon Capital Management Corp October 1999 - Present
Barclays Global Investors 1998 - 1999
AIM Investments 1997 - 1998
Mellon Capital Management March 1994 - May 1997
Skills
Trading Systems, Asset Managment, Middle Office, Software Development, Equities, Order Management, Offshore Software..., Business Analysis, Operations Management, Management, Business Process..., Investments, Change Management, Data Management, Front to Back Office, Systems Analysis, Business Process Design, Cross-functional Team..., Bloomberg, Fixed Income, Hedge Funds, Equity Trading, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1991 — 1993
BBA, MIS
Mellon Capital Management Corp October 1999 - Present
Barclays Global Investors 1998 - 1999
AIM Investments 1997 - 1998
Mellon Capital Management March 1994 - May 1997
Skills
Trading Systems, Asset Managment, Middle Office, Software Development, Equities, Order Management, Offshore Software..., Business Analysis, Operations Management, Management, Business Process..., Investments, Change Management, Data Management, Front to Back Office, Systems Analysis, Business Process Design, Cross-functional Team..., Bloomberg, Fixed Income, Hedge Funds, Equity Trading, Asset Management
Education
University of Houston, C.T. Bauer College of Business 1991 — 1993
BBA, MIS
Matt Krummell's Mellon Capital Management Experience March 1991 - August 1994
Job Portfolio Manager at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management July 2001 - Present
Pioneer Investments September 1998 - July 2001
Putnam Investments September 1996 - September 1998
Mellon Capital Management March 1991 - August 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
MFS Investment Management July 2001 - Present
Pioneer Investments September 1998 - July 2001
Putnam Investments September 1996 - September 1998
Mellon Capital Management March 1991 - August 1994
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
University of California, Berkeley 1986 — 1990
BA, Economics
Cathy Lo Brown's Mellon Capital Management Experience August 1989 - August 1994
Job VP & Manager, Customer Retention Marketing and RFPs at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo November 2004 - Present
Walnut Acres Elementary School Parent Faculty Club May 2013 - April 2014
Wells Fargo November 2002 - November 2004
Wells Fargo December 2000 - November 2002
ZuluSports.com 1999 - 2000
eGroups 1999 - 1999
Intuit 1998 - 1999
American Airlines 1996 - 1998
Mellon Capital Management August 1989 - August 1994
Skills
Customer Advocacy, Customer Experience, Product Marketing, Business Strategy, Marketing Strategy, Strategy Development, Program Management, Strategic Partnerships, Portfolio Management, Team Building, Cross-functional Team..., Online Marketing, Marketing Communications, Budgeting, Direct Marketing, Market Research, Database Marketing, Credit Cards, Marketing Management, Contract Negotiation, Multi-channel Marketing, Segmentation, Channel Marketing, Vendor Management, Alliances, Start-ups, Email Marketing, Customer Insight, Loyalty Marketing, Strategy, Business Alliances, Management, Product Management, Marketing, Leadership, Analytics, Strategic Planning
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing & Finance
University of California, Berkeley 1985 — 1989
BS, Business Administration, Finance & Marketing
Wells Fargo March 2015 - Present
Wells Fargo November 2004 - Present
Walnut Acres Elementary School Parent Faculty Club May 2013 - April 2014
Wells Fargo November 2002 - November 2004
Wells Fargo December 2000 - November 2002
ZuluSports.com 1999 - 2000
eGroups 1999 - 1999
Intuit 1998 - 1999
American Airlines 1996 - 1998
Mellon Capital Management August 1989 - August 1994
Skills
Customer Advocacy, Customer Experience, Product Marketing, Business Strategy, Marketing Strategy, Strategy Development, Program Management, Strategic Partnerships, Portfolio Management, Team Building, Cross-functional Team..., Online Marketing, Marketing Communications, Budgeting, Direct Marketing, Market Research, Database Marketing, Credit Cards, Marketing Management, Contract Negotiation, Multi-channel Marketing, Segmentation, Channel Marketing, Vendor Management, Alliances, Start-ups, Email Marketing, Customer Insight, Loyalty Marketing, Strategy, Business Alliances, Management, Product Management, Marketing, Leadership, Analytics, Strategic Planning
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Marketing & Finance
University of California, Berkeley 1985 — 1989
BS, Business Administration, Finance & Marketing
Frances Amos's Mellon Capital Management Experience 2000 - 2002
Job Regulatory Compliance Risk Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2015 - Present
JPMorgan Chase 2013 - 2015
NFJ 2009 - 2010
USAA 2005 - 2009
Marsico Capital Management 2002 - 2004
Mellon Capital Management 2000 - 2002
Charles Schwab Investment Management Corp. 1997 - 2000
AT&T 1990 - 1994
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1997
JD, with honors, Corporate Law
Wells Fargo 2015 - Present
JPMorgan Chase 2013 - 2015
NFJ 2009 - 2010
USAA 2005 - 2009
Marsico Capital Management 2002 - 2004
Mellon Capital Management 2000 - 2002
Charles Schwab Investment Management Corp. 1997 - 2000
AT&T 1990 - 1994
Education
University of Florida - Fredric G. Levin College of Law 1994 — 1997
JD, with honors, Corporate Law
Hilary Coral's Mellon Capital Management Experience February 2002 - April 2008
Job Associate General Counsel at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2008 - Present
Mellon Capital Management February 2002 - April 2008
Pillsbury Winthrop September 1999 - January 2002
Skills
Securities, Derivatives, Funding, Hedge Funds, Private Equity, Asset Management, Securities Law, Contract Negotiation, Negotiation, Investment Advisory, Swaps, Corporate Law, Investments, Securities Regulation, Alternative Investments, IPO, Mutual Funds, Equities, Capital Markets, FINRA
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Concentration in business law
Smith College 1992 — 1996
A.B., Economics
Franklin Templeton Investments April 2008 - Present
Mellon Capital Management February 2002 - April 2008
Pillsbury Winthrop September 1999 - January 2002
Skills
Securities, Derivatives, Funding, Hedge Funds, Private Equity, Asset Management, Securities Law, Contract Negotiation, Negotiation, Investment Advisory, Swaps, Corporate Law, Investments, Securities Regulation, Alternative Investments, IPO, Mutual Funds, Equities, Capital Markets, FINRA
Education
University of California, Los Angeles - School of Law 1996 — 1999
J.D., Concentration in business law
Smith College 1992 — 1996
A.B., Economics
Brice Lemke's Mellon Capital Management Experience 2006 - 2009
Job Senior Quantitative Analyst at HedgeServ
Industry Financial Services
Experience
HedgeServ 2015 - Present
PanAgora Asset Management 2014 - 2015
Geode Capital Management 2010 - 2014
Independent 2009 - 2010
Mellon Capital Management 2006 - 2009
McKesson 2006 - 2006
Somatic Vision 2005 - 2005
Lawrence Berkeley National Labs 2000 - 2001
Skills
R, Quantitative Finance, Machine Learning, Data Mining, Portfolio Management, Equities, Derivatives, Asset Allocation, Statistical Arbitrage, Chartered Financial..., Global Macro, Portfolio Optimization, Fixed Income, Quantitative Analytics, Hedge Funds, Bloomberg
Education
Stanford University
Graduate Certificate, Data Mining and Applications
Stanford University
Graduate Certificate, Quantitative Methods in Finance and Risk Management
Rutgers University-New Brunswick 2002 — 2005
MS, Physics
University of California, Berkeley 1998 — 2002
BA, Physics, Philosophy, Math
HedgeServ 2015 - Present
PanAgora Asset Management 2014 - 2015
Geode Capital Management 2010 - 2014
Independent 2009 - 2010
Mellon Capital Management 2006 - 2009
McKesson 2006 - 2006
Somatic Vision 2005 - 2005
Lawrence Berkeley National Labs 2000 - 2001
Skills
R, Quantitative Finance, Machine Learning, Data Mining, Portfolio Management, Equities, Derivatives, Asset Allocation, Statistical Arbitrage, Chartered Financial..., Global Macro, Portfolio Optimization, Fixed Income, Quantitative Analytics, Hedge Funds, Bloomberg
Education
Stanford University
Graduate Certificate, Data Mining and Applications
Stanford University
Graduate Certificate, Quantitative Methods in Finance and Risk Management
Rutgers University-New Brunswick 2002 — 2005
MS, Physics
University of California, Berkeley 1998 — 2002
BA, Physics, Philosophy, Math
Wendy Bach's Mellon Capital Management Experience April 2013 - April 2015
Job at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management April 2013 - April 2015
Mellon Capital Management May 2008 - April 2013
TIAA-CREF September 2006 - May 2008
State Street January 2004 - June 2006
Education
University of California, Davis 1998 — 2002
Mellon Capital Management April 2013 - April 2015
Mellon Capital Management May 2008 - April 2013
TIAA-CREF September 2006 - May 2008
State Street January 2004 - June 2006
Education
University of California, Davis 1998 — 2002
Brian Wolters's Mellon Capital Management Experience January 2010 - July 2015
Job Senior Account Operations Specialist
Industry Investment Management
Experience
Mellon Capital Management January 2010 - July 2015
Lehman Brothers April 2007 - June 2008
HSBC Securities July 2004 - April 2007
Education
Seton Hall University 1998 — 2003
BS, Finance
Roselle Catholic HS
Mellon Capital Management January 2010 - July 2015
Lehman Brothers April 2007 - June 2008
HSBC Securities July 2004 - April 2007
Education
Seton Hall University 1998 — 2003
BS, Finance
Roselle Catholic HS
Pipat Luengnaruemitchai's Mellon Capital Management Experience February 2008 - February 2011
Job at Phatra Securities Plc
Industry Investment Management
Experience
Phatra Securities Plc April 2010 - Present
Mellon Capital Management February 2008 - February 2011
International Monetary Fund October 2004 - February 2008
Policy Research Institute, Ministry of Finance of Thailand March 1998 - May 1999
Education
University of California, Berkeley 1999 — 2004
PhD, Economics
Thammasat University 1994 — 1998
BA, Economics
Suankularb Wittayalai
Phatra Securities Plc April 2010 - Present
Mellon Capital Management February 2008 - February 2011
International Monetary Fund October 2004 - February 2008
Policy Research Institute, Ministry of Finance of Thailand March 1998 - May 1999
Education
University of California, Berkeley 1999 — 2004
PhD, Economics
Thammasat University 1994 — 1998
BA, Economics
Suankularb Wittayalai
Alex Mendez's Mellon Capital Management Experience August 2008 - January 2010
Job Manager of Portfolio Management at Karum
Industry Financial Services
Experience
Karum November 2014 - Present
Karum May 2013 - Present
Karum June 2011 - May 2013
Wells Fargo Bank January 2010 - June 2011
Mellon Capital Management August 2008 - January 2010
Transfer School of Language August 2007 - April 2008
Merrill Lynch March 2006 - August 2006
Skills
ROI Management, ROI Optimization, Strategic Financial..., Financial Modeling, Spanish, IRR, Debt & Equity Capital..., Finance, Financial Analysis, Cash Flow Forecasting, Portfolio Management, Emerging Markets, Credit, Credit Analysis, Credit Risk, Corporate Finance, Investments, Forecasting, ROI Strategies, Cash Flow, Portfolio Assessment, Portfolio Performance..., Loan Origination, Management Consulting, Data Mining, Presentation Skills, Financial Services, Real Estate Financing, Real Estate, Customer Relations, Customer Service, Project Management, POS, Small Business..., Strategy Implementation, KPI Dashboards, KPI Implementation, KPI Reports
Education
San Diego State University-California State University 2004 — 2007
Bachelors, Finance
Salinas High
Karum November 2014 - Present
Karum May 2013 - Present
Karum June 2011 - May 2013
Wells Fargo Bank January 2010 - June 2011
Mellon Capital Management August 2008 - January 2010
Transfer School of Language August 2007 - April 2008
Merrill Lynch March 2006 - August 2006
Skills
ROI Management, ROI Optimization, Strategic Financial..., Financial Modeling, Spanish, IRR, Debt & Equity Capital..., Finance, Financial Analysis, Cash Flow Forecasting, Portfolio Management, Emerging Markets, Credit, Credit Analysis, Credit Risk, Corporate Finance, Investments, Forecasting, ROI Strategies, Cash Flow, Portfolio Assessment, Portfolio Performance..., Loan Origination, Management Consulting, Data Mining, Presentation Skills, Financial Services, Real Estate Financing, Real Estate, Customer Relations, Customer Service, Project Management, POS, Small Business..., Strategy Implementation, KPI Dashboards, KPI Implementation, KPI Reports
Education
San Diego State University-California State University 2004 — 2007
Bachelors, Finance
Salinas High
Albert Lai's Mellon Capital Management Experience July 2007 - May 2013
Job Desktop Engineer at University of California, Office of the President
Industry Information Technology and Services
Experience
UC Office of the President June 2013 - Present
Mellon Capital Management July 2007 - May 2013
UC Berkeley July 2005 - July 2007
Vital Link 2000 - 2001
Skills
Windows 7, Symantec Endpoint..., Windows 7 Migration, Active Directory, VMware, XP, Symantec Management..., Desktop Deployment, Microsoft Office, Blackberry, Troubleshooting, Hardware, Technical Support, Printers, Laptops, Disaster Recovery, Windows, System Deployment, Blackberry Enterprise..., Windows Deployment..., Software Deployment, Symantec Ghost, Bloomberg, Windows Server, WDS, Dameware, Computer Hardware, VMware ESX, SharePoint, Lotus Notes, Windows XP Pro, Citrix XenApp, Citrix AppDNA, Citrix Desktop, IBM BigFix, ITIL v3 Foundations..., System Center, Windows XP, Citrix Metaframe, Cisco Call Manager
Education
University of California, Berkeley 1994 — 1999
B.A., Asian Studies
UC Office of the President June 2013 - Present
Mellon Capital Management July 2007 - May 2013
UC Berkeley July 2005 - July 2007
Vital Link 2000 - 2001
Skills
Windows 7, Symantec Endpoint..., Windows 7 Migration, Active Directory, VMware, XP, Symantec Management..., Desktop Deployment, Microsoft Office, Blackberry, Troubleshooting, Hardware, Technical Support, Printers, Laptops, Disaster Recovery, Windows, System Deployment, Blackberry Enterprise..., Windows Deployment..., Software Deployment, Symantec Ghost, Bloomberg, Windows Server, WDS, Dameware, Computer Hardware, VMware ESX, SharePoint, Lotus Notes, Windows XP Pro, Citrix XenApp, Citrix AppDNA, Citrix Desktop, IBM BigFix, ITIL v3 Foundations..., System Center, Windows XP, Citrix Metaframe, Cisco Call Manager
Education
University of California, Berkeley 1994 — 1999
B.A., Asian Studies
Ronald Lee's Mellon Capital Management Experience August 2009 - June 2013
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti June 2015 - Present
Friends of Roots May 2010 - Present
Protiviti June 2013 - June 2015
Mellon Capital Management August 2009 - June 2013
Mellon Capital Management March 2008 - August 2009
Mellon Capital Management August 2007 - March 2008
California State Assembly January 2007 - June 2007
Morgan Stanley Investment Management October 2005 - November 2006
Skills
Financial Analysis, Data Analysis, Finance, Financial Modeling, Project Management, Process Improvement, Research, Budgets, Leadership, IT Risk Management, IT Audit, Process Implementation, Automation Tools, Internal Audit, Internal Control..., Sarbanes-Oxley Act
Education
University of California, Davis 2005 — 2007
Bachelor of Arts, Economics with a Minor in Managerial Economics (Business)
Protiviti June 2015 - Present
Friends of Roots May 2010 - Present
Protiviti June 2013 - June 2015
Mellon Capital Management August 2009 - June 2013
Mellon Capital Management March 2008 - August 2009
Mellon Capital Management August 2007 - March 2008
California State Assembly January 2007 - June 2007
Morgan Stanley Investment Management October 2005 - November 2006
Skills
Financial Analysis, Data Analysis, Finance, Financial Modeling, Project Management, Process Improvement, Research, Budgets, Leadership, IT Risk Management, IT Audit, Process Implementation, Automation Tools, Internal Audit, Internal Control..., Sarbanes-Oxley Act
Education
University of California, Davis 2005 — 2007
Bachelor of Arts, Economics with a Minor in Managerial Economics (Business)
Kevin Chan, CFA's Mellon Capital Management Experience September 2000 - September 2005
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2006 - Present
Mellon Capital Management September 2000 - September 2005
Skills
Fixed Income, Trading, Risk Management, Banking, Portfolio Management, Financial Modeling, Financial Risk, Analysis, Bonds, Quantitative Finance, Asset Management
Education
University of California, Berkeley
Bank of America April 2006 - Present
Mellon Capital Management September 2000 - September 2005
Skills
Fixed Income, Trading, Risk Management, Banking, Portfolio Management, Financial Modeling, Financial Risk, Analysis, Bonds, Quantitative Finance, Asset Management
Education
University of California, Berkeley
Naita Saechao Chialvo's Mellon Capital Management Experience October 2003 - May 2005
Job Deputy Director, READ Global
Industry Nonprofit Organization Management
Experience
READ Global May 2015 - Present
Stanford Teacher Education Program, Graduate School of Education July 2014 - May 2015
The Asia Foundation January 2013 - July 2014
The Asia Foundation April 2009 - December 2012
Deanza Community College 2009 - 2009
Bridging Borders Americorps 2008 - 2008
WorldTeach June 2006 - May 2007
Desert Mosaic Charter School January 2006 - June 2006
Flowing Wells High School August 2005 - December 2005
Mellon Capital Management October 2003 - May 2005
Skills
International..., Research, Non-profits, Teaching, International Education, Curriculum Design, Program Development, Intercultural..., Volunteer Management, Program Management, Workshop Facilitation, Economics, Strategic Planning, NGOs, Leadership Development, Nonprofits, Program Evaluation, Training, Curriculum Development, Fundraising, Grant Writing, Policy Analysis
Education
U.N. mandated University for Peace Centre for Executive Education 2014 — 2015
Diploma in Social Innovation, Social Innovation
U.N. mandated University for Peace 2007 — 2008
Master's degree, Peace Education
University of Arizona 2005 — 2006
Teacher Education, Mathematics Teacher Education, Graduate
University of California, Los Angeles 2000 — 2003
Bachelor of Arts (B.A.), Economics, computing specialization, Asian American Studies minor
READ Global May 2015 - Present
Stanford Teacher Education Program, Graduate School of Education July 2014 - May 2015
The Asia Foundation January 2013 - July 2014
The Asia Foundation April 2009 - December 2012
Deanza Community College 2009 - 2009
Bridging Borders Americorps 2008 - 2008
WorldTeach June 2006 - May 2007
Desert Mosaic Charter School January 2006 - June 2006
Flowing Wells High School August 2005 - December 2005
Mellon Capital Management October 2003 - May 2005
Skills
International..., Research, Non-profits, Teaching, International Education, Curriculum Design, Program Development, Intercultural..., Volunteer Management, Program Management, Workshop Facilitation, Economics, Strategic Planning, NGOs, Leadership Development, Nonprofits, Program Evaluation, Training, Curriculum Development, Fundraising, Grant Writing, Policy Analysis
Education
U.N. mandated University for Peace Centre for Executive Education 2014 — 2015
Diploma in Social Innovation, Social Innovation
U.N. mandated University for Peace 2007 — 2008
Master's degree, Peace Education
University of Arizona 2005 — 2006
Teacher Education, Mathematics Teacher Education, Graduate
University of California, Los Angeles 2000 — 2003
Bachelor of Arts (B.A.), Economics, computing specialization, Asian American Studies minor
Derek de Petra's Mellon Capital Management Experience 1994 - 1997
Job Head of International Trading at Artisan Partners
Industry Financial Services
Experience
Artisan Partners January 2000 - Present
Montgomery Asset Management June 1997 - December 1999
Mellon Capital Management 1994 - 1997
Skills
Series 7, Hedge Funds, Private Equity, Equities, Equity Research, Securities, Equity Derivatives, FINRA, Options, Investment Banking, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Bloomberg, ETFs, Emerging Markets, Trading, Asset Managment, Capital Markets, Investment Management, Asset Allocation, Equity Trading, Asset Management, Financial Markets, Derivatives, Financial Modeling, Valuation, Series 63, Strategic Partnerships, Investments, Wealth Management, Fixed Income, Strategic Planning, Trading Systems, FX Options, Equity Valuation, Bonds, Electronic Trading, Investment Advisory, Financial Services, Bloomberg Terminal, Trading Strategies, Institutional...
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1988 — 1993
BA, History
Artisan Partners January 2000 - Present
Montgomery Asset Management June 1997 - December 1999
Mellon Capital Management 1994 - 1997
Skills
Series 7, Hedge Funds, Private Equity, Equities, Equity Research, Securities, Equity Derivatives, FINRA, Options, Investment Banking, Alternative Investments, Portfolio Management, Investment Strategies, Mutual Funds, Bloomberg, ETFs, Emerging Markets, Trading, Asset Managment, Capital Markets, Investment Management, Asset Allocation, Equity Trading, Asset Management, Financial Markets, Derivatives, Financial Modeling, Valuation, Series 63, Strategic Partnerships, Investments, Wealth Management, Fixed Income, Strategic Planning, Trading Systems, FX Options, Equity Valuation, Bonds, Electronic Trading, Investment Advisory, Financial Services, Bloomberg Terminal, Trading Strategies, Institutional...
Education
University of California, Berkeley - Walter A. Haas School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1988 — 1993
BA, History
Aggie Zau's Mellon Capital Management Experience October 2012 - Present
Job MultiAsset Portfolio and Investment Consulting
Industry Investment Management
Experience
BlackRock April 2015 - Present
Mellon Capital Management October 2012 - Present
Logitech May 2012 - August 2012
ATEL Securities August 2011 - March 2012
Citigroup May 2009 - August 2011
Skills
Hedge Funds, Capital Markets, Derivatives, Financial Services, Bloomberg, Market Data, Fixed Income
Education
University of California, Berkeley 2005 — 2009
Bachelor, Economics
Wilcox High School 2001 — 2005
BlackRock April 2015 - Present
Mellon Capital Management October 2012 - Present
Logitech May 2012 - August 2012
ATEL Securities August 2011 - March 2012
Citigroup May 2009 - August 2011
Skills
Hedge Funds, Capital Markets, Derivatives, Financial Services, Bloomberg, Market Data, Fixed Income
Education
University of California, Berkeley 2005 — 2009
Bachelor, Economics
Wilcox High School 2001 — 2005
Scott de Haai's Mellon Capital Management Experience November 2007 - July 2014
Job VP, Global Portfolio Solutions at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Mellon Capital Management November 2007 - July 2014
Mellon Capital Management July 2005 - November 2007
Eichleay Engineers Inc. of California August 2001 - March 2004
Skills
Portfolio Management, Quantitative Finance, Global Macro, Asset Allocation, Bonds, Fixed Income, Equities, ETFs, Currency, Options, Credit Derivatives, Hedge Funds, Mutual Funds, Bloomberg, Microsoft Excel, Visual Basic, Matlab, Microsoft SQL Server, Access, Electronic Trading, Barclays Point, PowerPoint, Risk Metrics, MarketAxess, TradeWeb
Education
University of California, Berkeley 2004 — 2005
Master, Financial Engineering
University of California, Davis 1997 — 2001
Bachelor of Science, Chemical Engineering
Goldman Sachs November 2014 - Present
Mellon Capital Management November 2007 - July 2014
Mellon Capital Management July 2005 - November 2007
Eichleay Engineers Inc. of California August 2001 - March 2004
Skills
Portfolio Management, Quantitative Finance, Global Macro, Asset Allocation, Bonds, Fixed Income, Equities, ETFs, Currency, Options, Credit Derivatives, Hedge Funds, Mutual Funds, Bloomberg, Microsoft Excel, Visual Basic, Matlab, Microsoft SQL Server, Access, Electronic Trading, Barclays Point, PowerPoint, Risk Metrics, MarketAxess, TradeWeb
Education
University of California, Berkeley 2004 — 2005
Master, Financial Engineering
University of California, Davis 1997 — 2001
Bachelor of Science, Chemical Engineering
Jonathan Xiong, CFA's Mellon Capital Management Experience September 2000 - October 2011
Job Managing Director, Senior Portfolio Manager/Head of Fixed Income Alternatives at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management October 2011 - Present
Mellon Capital Management September 2000 - October 2011
McMorgan & Company 1998 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Portfolio Management, Trading, Investment Strategies, Investments, Commodity, Currency, Global Macro, Management, Tactical Asset..., Bloomberg, Alternative Investments, Valuation, Asset Allocation, Asset Management, Derivatives, Equity Research, Financial Modeling, Investment Management, Mutual Funds, Quantitative Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
San Francisco State University 1996 — 2001
Bachelor of Science, Finance
Goldman Sachs Asset Management October 2011 - Present
Mellon Capital Management September 2000 - October 2011
McMorgan & Company 1998 - 2000
Skills
Fixed Income, Hedge Funds, Equities, Portfolio Management, Trading, Investment Strategies, Investments, Commodity, Currency, Global Macro, Management, Tactical Asset..., Bloomberg, Alternative Investments, Valuation, Asset Allocation, Asset Management, Derivatives, Equity Research, Financial Modeling, Investment Management, Mutual Funds, Quantitative Analytics
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
San Francisco State University 1996 — 2001
Bachelor of Science, Finance
Jocelyn Desotell's Mellon Capital Management Experience June 2009 - Present
Job Consultant at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management June 2009 - Present
Mellon Capital Management Corporation January 2008 - May 2009
Mellon Capital Management Corporation November 2005 - January 2008
Mellon Capital Management Corporation 2000 - 2005
Kaspick & Company 1994 - 2000
Skills
Asset Managment, Asset Management, Portfolio Management, Investments, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Management, Investment Management, Bloomberg, Asset Allocation, Equities, Derivatives, Investment Strategies
Education
San Francisco State University 1994 — 1997
MA, Economics
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Mellon Capital Management June 2009 - Present
Mellon Capital Management Corporation January 2008 - May 2009
Mellon Capital Management Corporation November 2005 - January 2008
Mellon Capital Management Corporation 2000 - 2005
Kaspick & Company 1994 - 2000
Skills
Asset Managment, Asset Management, Portfolio Management, Investments, Alternative Investments, Mutual Funds, Fixed Income, Hedge Funds, Management, Investment Management, Bloomberg, Asset Allocation, Equities, Derivatives, Investment Strategies
Education
San Francisco State University 1994 — 1997
MA, Economics
University of California, Santa Barbara 1987 — 1991
BA, Business Economics
Marlene Walker Smith's Mellon Capital Management Experience VP Senior Portfolio ManagerMellon Capital Management1995 - Present
Job Vice President, Senior Portfolio Manager at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management VP Senior Portfolio ManagerMellon Capital Management1995 - Present
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2003
MBA, Finance
Mellon Capital Management VP Senior Portfolio ManagerMellon Capital Management1995 - Present
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2003
MBA, Finance
Alexander Huberts's Mellon Capital Management Experience 1992 - 2003
Job Former President at Mellon Capital
Industry Financial Services
Experience
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 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
Susan Hinkson Haskins's Mellon Capital Management Experience 2007 - 2012
Job Global Product Marketing at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2012 - Present
Mellon Capital Management 2007 - 2012
Mellon Capital Management 2005 - 2007
Mellon Capital Management 2002 - 2003
Mellon Capital Management 1996 - 2002
Mellon Capital Management 1992 - 1996
United New Mexico Trust Company 1989 - 1992
Pacific Stock Exchange 1987 - 1989
Skills
Hedge Funds, Derivatives, Asset Managment, Equities, Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Product Marketing, Marketing Communications, Proposal Writing, Project Management, Product Development, Mentoring Of Staff, Staff Development, Marketing Management, Market Research, Product Management, Competitive Analysis, Asset Management
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
Chartered Financial Analyst
Franklin Templeton Investments 2012 - Present
Mellon Capital Management 2007 - 2012
Mellon Capital Management 2005 - 2007
Mellon Capital Management 2002 - 2003
Mellon Capital Management 1996 - 2002
Mellon Capital Management 1992 - 1996
United New Mexico Trust Company 1989 - 1992
Pacific Stock Exchange 1987 - 1989
Skills
Hedge Funds, Derivatives, Asset Managment, Equities, Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Product Marketing, Marketing Communications, Proposal Writing, Project Management, Product Development, Mentoring Of Staff, Staff Development, Marketing Management, Market Research, Product Management, Competitive Analysis, Asset Management
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Economics
Chartered Financial Analyst
Phil Perrone's Mellon Capital Management Experience June 2006 - April 2009
Job Fund Operations Associate at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management June 2006 - April 2009
Seneca Capital 2004 - 2006
Education
San Diego State University-California State University 1996 — 2001
Mellon Capital Management June 2006 - April 2009
Seneca Capital 2004 - 2006
Education
San Diego State University-California State University 1996 — 2001
Christopher Emmanuel's Mellon Capital Management Experience October 1997 - October 2000
Job Senior Director, Corporate Platforms at Lending Club
Industry Financial Services
Experience
Lending Club December 2014 - Present
Visa August 2009 - November 2014
Washington Mutual Card Services September 2006 - August 2009
Providian Financial (acquired by Washington Mutual) December 2002 - September 2006
SaleMinder (GIT Inc) October 2000 - December 2002
Mellon Capital Management October 1997 - October 2000
Providian Financial October 1993 - October 1997
Translink (acquired by BASS Inc.) December 1991 - October 1993
Manta Systems Inc (acquired by CoreStates) December 1989 - December 1991
NCR 1985 - 1989
Skills
SDLC, Business Analysis, IT Strategy, Project Portfolio..., Vendor Management, Data Warehousing, Process Improvement, PMO, Enterprise Architecture, Business Intelligence, Credit Cards, Risk Management, Program Management, Outsourcing, PMP, Software Development, Leadership, Management, Governance, Software Project..., Agile Methodologies, Business Process
Education
University of Calgary 1981 — 1984
Bachelor of Science, Computer Science
Lending Club December 2014 - Present
Visa August 2009 - November 2014
Washington Mutual Card Services September 2006 - August 2009
Providian Financial (acquired by Washington Mutual) December 2002 - September 2006
SaleMinder (GIT Inc) October 2000 - December 2002
Mellon Capital Management October 1997 - October 2000
Providian Financial October 1993 - October 1997
Translink (acquired by BASS Inc.) December 1991 - October 1993
Manta Systems Inc (acquired by CoreStates) December 1989 - December 1991
NCR 1985 - 1989
Skills
SDLC, Business Analysis, IT Strategy, Project Portfolio..., Vendor Management, Data Warehousing, Process Improvement, PMO, Enterprise Architecture, Business Intelligence, Credit Cards, Risk Management, Program Management, Outsourcing, PMP, Software Development, Leadership, Management, Governance, Software Project..., Agile Methodologies, Business Process
Education
University of Calgary 1981 — 1984
Bachelor of Science, Computer Science
Mark Rampel's Mellon Capital Management Experience January 2005 - June 2005
Job Solution Architect Healthcare
Industry Information Technology and Services
Experience
Covisint September 2010 - Present
DocSite February 2008 - September 2010
Parata Systems January 2006 - January 2008
Mellon Capital Management January 2005 - June 2005
Charles Schwab January 2004 - December 2004
Visa September 2002 - September 2003
StarQuest Sofware January 1992 - December 2000
SNA Solutions May 1989 - December 1991
Orion Network Systems January 1984 - May 1989
Skills
Healthcare Information..., Business Analysis, Integration, Process Improvement, Software Project..., Business Intelligence, HIPAA, Agile Methodologies, Requirements Analysis, Enterprise Architecture, EHR, Program Management, Architecture, SDLC, Security, Consulting, Solution Architecture, IT Strategy, Enterprise Software, Cloud Computing, HL7, Software Development, PMP, Requirements Gathering, Product Management, Visio, Health Information..., Data Warehousing, Systems Analysis, Disaster Recovery, Information Technology, Architectures, Databases
Education
University of California, Berkeley 1974 — 1978
Covisint September 2010 - Present
DocSite February 2008 - September 2010
Parata Systems January 2006 - January 2008
Mellon Capital Management January 2005 - June 2005
Charles Schwab January 2004 - December 2004
Visa September 2002 - September 2003
StarQuest Sofware January 1992 - December 2000
SNA Solutions May 1989 - December 1991
Orion Network Systems January 1984 - May 1989
Skills
Healthcare Information..., Business Analysis, Integration, Process Improvement, Software Project..., Business Intelligence, HIPAA, Agile Methodologies, Requirements Analysis, Enterprise Architecture, EHR, Program Management, Architecture, SDLC, Security, Consulting, Solution Architecture, IT Strategy, Enterprise Software, Cloud Computing, HL7, Software Development, PMP, Requirements Gathering, Product Management, Visio, Health Information..., Data Warehousing, Systems Analysis, Disaster Recovery, Information Technology, Architectures, Databases
Education
University of California, Berkeley 1974 — 1978
Polly Shouse's Mellon Capital Management Experience July 1983 - April 2008
Job Investments
Industry Financial Services
Experience
Hickory Ridge Associates, LLC December 2010 - Present
Chilton Capital Management April 2011 - Present
SII Investments April 2011 - April 2012
Mellon Capital Management July 1983 - April 2008
Wells Fargo Investment Advisors 1976 - 1983
Skills
Asset Managment, Investments, Equities, Asset Management, Asset Allocation
Education
Stanford University 1969 — 1973
Bachelor of Science (B.S.), Math, Statistics, Computer Science, and Operations Research
Stanford University Graduate School of Business
MBA
Hickory Ridge Associates, LLC December 2010 - Present
Chilton Capital Management April 2011 - Present
SII Investments April 2011 - April 2012
Mellon Capital Management July 1983 - April 2008
Wells Fargo Investment Advisors 1976 - 1983
Skills
Asset Managment, Investments, Equities, Asset Management, Asset Allocation
Education
Stanford University 1969 — 1973
Bachelor of Science (B.S.), Math, Statistics, Computer Science, and Operations Research
Stanford University Graduate School of Business
MBA
Thomas McCay's Mellon Capital Management Experience 1998 - 2008
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Mellon Capital Management 1998 - 2008
Wheat First Butcher Singer 1994 - 1996
Education
University of Richmond - Robins School of Business
B.S., Finance/Economics
Mellon Capital Management 1998 - 2008
Wheat First Butcher Singer 1994 - 1996
Education
University of Richmond - Robins School of Business
B.S., Finance/Economics
Manuel Hill's Mellon Capital Management Experience May 2007 - October 2007
Job Senior Product Manager at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Williams-Sonoma, Inc. July 2014 - Present
Macys.Com September 2012 - Present
Hill DP Consulting, Inc. November 1989 - Present
Wells Fargo June 2010 - June 2012
Conifer Securities May 2009 - December 2009
Mellon Capital Management May 2007 - October 2007
Charles Schwab & Co. Inc April 2006 - May 2007
Providian Financial Group July 2005 - September 2005
Banc America Securities July 2004 - September 2004
Morgan Stanley May 2000 - February 2001
Skills
Business Analysis, Requirements Analysis, Business Requirements, User Acceptance Testing, Business Process, Documentation, Trading Systems, Options, Fixed Income, Swaps, Back Office, FX, Bloomberg, Hedge Funds, Software Development, SQL, Software Documentation, Agile Methodolgy, Data Warehousing, SharePoint, Integration, Agile Methodologies, FX Options, Visio, Vendor Management, SDLC
Education
Tennessee Technological University - College of Business Administration 1974 — 1979
BS, Business Management/Systems Analysis
Denise Loggins's Mellon Capital Management Experience May 2000 - Present
Job Middle Office Specialist at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management May 2000 - Present
Skills
Asset Management, Equities, Alternative Investments, Bloomberg, Investments, Mutual Funds, Derivatives, Fixed Income, Series 7, Microsoft Office, FX Options, Capital Markets
Education
San Francisco State University
Mellon Capital Management May 2000 - Present
Skills
Asset Management, Equities, Alternative Investments, Bloomberg, Investments, Mutual Funds, Derivatives, Fixed Income, Series 7, Microsoft Office, FX Options, Capital Markets
Education
San Francisco State University
Zack Springer's Mellon Capital Management Experience May 1998 - July 2008
Job Portfolio Officer at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management June 2012 - Present
Mellon Capital Management May 1998 - July 2008
Skills
Microsoft Office, Excel, Bloomberg Terminal, Apple Macintosh, Attention To Detail, Technical Documentation, Technical Management, Barra Aegis, Investments, Microsoft Excel
Education
University of California, Davis 1993 — 1997
BA, International Relations
BNY Mellon Wealth Management June 2012 - Present
Mellon Capital Management May 1998 - July 2008
Skills
Microsoft Office, Excel, Bloomberg Terminal, Apple Macintosh, Attention To Detail, Technical Documentation, Technical Management, Barra Aegis, Investments, Microsoft Excel
Education
University of California, Davis 1993 — 1997
BA, International Relations
Oliver Buckley's Mellon Capital Management Experience September 2000 - December 2010
Job Investment Management Professional in Boston
Industry Investment Management
Experience
Retired 2014 - Present
Columbia Management July 2011 - July 2014
Mellon Capital Management September 2000 - December 2010
Invesco Ltd. July 1996 - September 2000
Martingale Asset Management November 1994 - July 1996
Barra 1989 - 1993
Skills
Investments, Portfolio Management, Equities, Asset Management, Investment Strategies, Investment Management, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
Stanford University 1977 — 1979
M.S., Engineering-Economic Systems
Stanford University 1971 — 1975
B.S., Mathematical Sciences
Retired 2014 - Present
Columbia Management July 2011 - July 2014
Mellon Capital Management September 2000 - December 2010
Invesco Ltd. July 1996 - September 2000
Martingale Asset Management November 1994 - July 1996
Barra 1989 - 1993
Skills
Investments, Portfolio Management, Equities, Asset Management, Investment Strategies, Investment Management, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
Stanford University 1977 — 1979
M.S., Engineering-Economic Systems
Stanford University 1971 — 1975
B.S., Mathematical Sciences
Parry Wang's Mellon Capital Management Experience October 2004 - March 2009
Job at BlackRock
Industry Investment Management
Experience
BlackRock Financial Management August 2010 - Present
Fannie Mae September 2009 - August 2010
Mellon Capital Management October 2004 - March 2009
Diversified Credit Investment 2005 - 2005
Mellon Capital Management 2004 - 2005
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Trading, Options, Bonds, Asset Management, Market Risk, Hedging, MBS, Asset Allocation, Financial Risk, Quantitative Analytics, Securities, Risk Management, ETFs
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
Master, Financial Engineering
University of Wyoming 1998 — 1999
Master, Civil Engineering
BlackRock Financial Management August 2010 - Present
Fannie Mae September 2009 - August 2010
Mellon Capital Management October 2004 - March 2009
Diversified Credit Investment 2005 - 2005
Mellon Capital Management 2004 - 2005
Skills
Fixed Income, Bloomberg, Derivatives, Portfolio Management, Trading, Options, Bonds, Asset Management, Market Risk, Hedging, MBS, Asset Allocation, Financial Risk, Quantitative Analytics, Securities, Risk Management, ETFs
Education
University of California, Berkeley, Haas School of Business 2004 — 2005
Master, Financial Engineering
University of Wyoming 1998 — 1999
Master, Civil Engineering
Brett Thunstrom's Mellon Capital Management Experience December 1999 - March 2014
Job Managing Director, Global Trading at Mellon Capital
Industry Investment Management
Experience
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 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)
Patricia Nicholson's Mellon Capital Management Experience January 2012 - Present
Job Director, Global Distribution Support at Mellon Capital Management
Industry Investment Management
Experience
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
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
Mark Wunderling's Mellon Capital Management Experience 1997 - January 2000
Job
Industry Computer Software
Experience
Intacct Corporation January 2013 - Present
IntercontinentalExchange, Inc. November 2011 - Present
DebtMarket (acquired) April 2011 - October 2011
Oracle May 2004 - March 2011
Oracle May 2003 - June 2004
Oracle October 2002 - May 2003
Oracle August 2001 - September 2002
Oracle February 2000 - July 2001
Mellon Capital Management 1997 - January 2000
Skills
Product Management, Product Strategy, Business Strategy, Business Analysis, Product Design, Product Development, Product Launch, Requirements Gathering, Requirements Management, Start-ups, Start-up Environment, Software Development, Online Marketplace, Data Analysis, Data Modeling, Agile, Requirements Analysis, Process Improvement, Business Rules, User Experience, Vendor Management, Project Planning, Software Project..., Strategic Partnerships, Pricing Strategy, E-commerce, Enterprise Software, Agile Methodologies, Analysis, Marketing Strategy, Integration
Education
University of Arizona 1994 — 1997
BSBA, Accounting & Finance
The University of Texas at Austin 1993 — 1994
Intacct Corporation January 2013 - Present
IntercontinentalExchange, Inc. November 2011 - Present
DebtMarket (acquired) April 2011 - October 2011
Oracle May 2004 - March 2011
Oracle May 2003 - June 2004
Oracle October 2002 - May 2003
Oracle August 2001 - September 2002
Oracle February 2000 - July 2001
Mellon Capital Management 1997 - January 2000
Skills
Product Management, Product Strategy, Business Strategy, Business Analysis, Product Design, Product Development, Product Launch, Requirements Gathering, Requirements Management, Start-ups, Start-up Environment, Software Development, Online Marketplace, Data Analysis, Data Modeling, Agile, Requirements Analysis, Process Improvement, Business Rules, User Experience, Vendor Management, Project Planning, Software Project..., Strategic Partnerships, Pricing Strategy, E-commerce, Enterprise Software, Agile Methodologies, Analysis, Marketing Strategy, Integration
Education
University of Arizona 1994 — 1997
BSBA, Accounting & Finance
The University of Texas at Austin 1993 — 1994
Adam Logan's Mellon Capital Management Experience January 2008 - Present
Job Vice President Senior Portfolio Manager at Mellon Capital Management
Industry Financial Services
Experience
Mellon Capital Management January 2008 - Present
Skills
Equities, Asset Allocation, Investment Management, Chartered Financial..., Asset Management, Portfolio Management, Performance Attribution, Investment Strategies, Equity Valuation, Bloomberg, Mutual Funds, Derivatives, Securities, Quantitative Finance, ETFs
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
MBA, Finance
Westminster College (PA) 1990 — 1994
Business, Finance
Mellon Capital Management January 2008 - Present
Skills
Equities, Asset Allocation, Investment Management, Chartered Financial..., Asset Management, Portfolio Management, Performance Attribution, Investment Strategies, Equity Valuation, Bloomberg, Mutual Funds, Derivatives, Securities, Quantitative Finance, ETFs
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1995 — 1998
MBA, Finance
Westminster College (PA) 1990 — 1994
Business, Finance
Ryan DeGrazier's Mellon Capital Management Experience March 2010 - June 2015
Job Portfolio Manager at Mellon Capital Management
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Mellon Capital Management March 2010 - June 2015
Mellon Capital Management September 2008 - March 2010
Skills
Portfolio Management, Equities, Quantitative Analytics, Mutual Funds, Trading, Forecasting, Management, Hedge Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Investment Management, Derivatives
Education
University of California, Santa Barbara 2006 — 2008
Economics, Economics w/ Emphasis in Business Economics
University of California, Santa Barbara 2003 — 2007
Economics, Mechanical Engineering (COE) Honors Program
Torrey Pines High School 1999 — 2003
Merrill Lynch July 2015 - Present
Mellon Capital Management March 2010 - June 2015
Mellon Capital Management September 2008 - March 2010
Skills
Portfolio Management, Equities, Quantitative Analytics, Mutual Funds, Trading, Forecasting, Management, Hedge Funds, Bloomberg, Asset Allocation, Fixed Income, Alternative Investments, Asset Management, Investment Management, Derivatives
Education
University of California, Santa Barbara 2006 — 2008
Economics, Economics w/ Emphasis in Business Economics
University of California, Santa Barbara 2003 — 2007
Economics, Mechanical Engineering (COE) Honors Program
Torrey Pines High School 1999 — 2003
Lea Campana's Mellon Capital Management Experience June 2008 - July 2009
Job Senior Financial Analyst at Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals April 2014 - Present
HBO October 2011 - April 2014
Teva Pharmaceuticals July 2009 - October 2011
Mellon Capital Management June 2008 - July 2009
Skills
Financial Analysis, Accounting, Microsoft Office, Budgets, Microsoft Excel, Business Development, Customer Service, Team Leadership, Account Reconciliation, Outlook, Accruals
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science, Accounting
American University of Rome 2006 — 2006
Valeant Pharmaceuticals April 2014 - Present
HBO October 2011 - April 2014
Teva Pharmaceuticals July 2009 - October 2011
Mellon Capital Management June 2008 - July 2009
Skills
Financial Analysis, Accounting, Microsoft Office, Budgets, Microsoft Excel, Business Development, Customer Service, Team Leadership, Account Reconciliation, Outlook, Accruals
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science, Accounting
American University of Rome 2006 — 2006
Brett Wander's Mellon Capital Management Experience 1994 - 1996
Job Chief Investment Officer Fixed Income at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management June 2011 - Present
State Street 2008 - 2010
Loomis, Sayles & Company 2006 - 2008
State Street Research 2003 - 2005
Payden & Rygel 1996 - 2001
Mellon Capital Management 1994 - 1996
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of California, Los Angeles 1979 — 1984
B.S., Engneering
Charles Schwab Investment Management June 2011 - Present
State Street 2008 - 2010
Loomis, Sayles & Company 2006 - 2008
State Street Research 2003 - 2005
Payden & Rygel 1996 - 2001
Mellon Capital Management 1994 - 1996
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of California, Los Angeles 1979 — 1984
B.S., Engneering
C. Wesley Boggs's Mellon Capital Management Experience
Job Vice President Active Equity Strategies at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management
Skills
Asset Management, Global Macro, Hedge Funds, Asset Allocation, Equities, Bloomberg, Investment Management, ETFs, Portfolio Optimization, Portfolio Management, Investments, Investment Strategies
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
BS, Finance
Mellon Capital Management
Skills
Asset Management, Global Macro, Hedge Funds, Asset Allocation, Equities, Bloomberg, Investment Management, ETFs, Portfolio Optimization, Portfolio Management, Investments, Investment Strategies
Education
University of California, Berkeley, Haas School of Business 1991 — 1993
BS, Finance
Torey Barr's Mellon Capital Management Experience March 2011 - October 2012
Job Energy Trader at Arizona Public Service (APS)
Industry Oil & Energy
Experience
Arizona Public Service (APS) May 2015 - Present
American Electric Power October 2012 - April 2015
Mellon Capital Management March 2011 - October 2012
BNY Mellon August 2008 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Microsoft Office, Research, Customer Service, Project Management, Public Relations, Outlook, Access, Sports Marketing, Mutual Funds, Event Planning, Sales, Trading
Education
The Ohio State University 2003 — 2007
Fox Chapel Area High School 1999 — 2003
Arizona Public Service (APS) May 2015 - Present
American Electric Power October 2012 - April 2015
Mellon Capital Management March 2011 - October 2012
BNY Mellon August 2008 - March 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Microsoft Office, Research, Customer Service, Project Management, Public Relations, Outlook, Access, Sports Marketing, Mutual Funds, Event Planning, Sales, Trading
Education
The Ohio State University 2003 — 2007
Fox Chapel Area High School 1999 — 2003
Laurie Carroll's Mellon Capital Management Experience March 2013 - July 2014
Job Trustee at Seton Hill University
Industry Investment Management
Experience
Seton Hill University January 2005 - Present
BNY Mellon March 2013 - July 2014
Mellon Capital Management March 2013 - July 2014
Skills
Fixed Income, Mutual Funds, Financial Markets, Derivatives, Financial Services, Equities, Risk Management, Alternative Investments, Investment Strategies, Bloomberg, Capital Markets, Investment Management, Investments, Securities, Trading
Education
Seton Hill University
BA
University of Pittsburgh
MBA
Seton Hill University January 2005 - Present
BNY Mellon March 2013 - July 2014
Mellon Capital Management March 2013 - July 2014
Skills
Fixed Income, Mutual Funds, Financial Markets, Derivatives, Financial Services, Equities, Risk Management, Alternative Investments, Investment Strategies, Bloomberg, Capital Markets, Investment Management, Investments, Securities, Trading
Education
Seton Hill University
BA
University of Pittsburgh
MBA
Scott Desmond's Mellon Capital Management Experience January 2008 - August 2014
Job Volunteer Computer Consultant at Sherwood Oaks
Industry Investment Management
Experience
Sherwood Oaks March 2015 - Present
Community College of Beaver County August 2014 - Present
Mellon Capital Management January 2008 - August 2014
Mellon Equity Associates October 1994 - December 2007
Mellon Equity Associates October 1991 - September 1994
Mellon Bank December 1984 - September 1991
Equitable Gas Company June 1980 - November 1984
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1992
Masters of Business Administration
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Information Science
Sherwood Oaks March 2015 - Present
Community College of Beaver County August 2014 - Present
Mellon Capital Management January 2008 - August 2014
Mellon Equity Associates October 1994 - December 2007
Mellon Equity Associates October 1991 - September 1994
Mellon Bank December 1984 - September 1991
Equitable Gas Company June 1980 - November 1984
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1989 — 1992
Masters of Business Administration
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Information Science
Dylan Windham's Mellon Capital Management Experience September 2007 - March 2013
Job Portfolio Manager Vice President at Westamerica Bancorporation
Industry Investment Management
Experience
Westamerica Bancorporation July 2015 - Present
Mellon Capital Management September 2007 - March 2013
Barclays Global Investors April 2005 - January 2006
Wells Capital Management November 2004 - April 2005
PIMCO May 2001 - October 2004
Skills
Fixed Income, Mortgage Backed..., Asset Backed Securities, Hedge Funds, MBS, ABS, Structured Products, ETFs, Alternative Investments, Bonds, CMBS, Bloomberg, Portfolio Management, Trading, Asset Management
Education
Haas School of Business, UC Berkeley 1998 — 2000
MBA, Finance
University of California, Berkeley 1989 — 1993
Bachelor of Arts, Economics
Westamerica Bancorporation July 2015 - Present
Mellon Capital Management September 2007 - March 2013
Barclays Global Investors April 2005 - January 2006
Wells Capital Management November 2004 - April 2005
PIMCO May 2001 - October 2004
Skills
Fixed Income, Mortgage Backed..., Asset Backed Securities, Hedge Funds, MBS, ABS, Structured Products, ETFs, Alternative Investments, Bonds, CMBS, Bloomberg, Portfolio Management, Trading, Asset Management
Education
Haas School of Business, UC Berkeley 1998 — 2000
MBA, Finance
University of California, Berkeley 1989 — 1993
Bachelor of Arts, Economics
Camelia Negrea's Mellon Capital Management Experience
Job Manager, IT Reporting at Mellon Capital Management
Industry Investment Management
Experience
Mellon Capital Management
Skills
Fixed Income, Asset Management, Hedge Funds, Equities, Bloomberg, Investment Management, Asset Allocation, ETFs, Bonds, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Currency, Institutional..., Portfolio Management
Education
University of Bucharest
Master's degree, Geological/Geophysical Engineering
Mellon Capital Management
Skills
Fixed Income, Asset Management, Hedge Funds, Equities, Bloomberg, Investment Management, Asset Allocation, ETFs, Bonds, Alternative Investments, Securities, Mutual Funds, Investment Strategies, Currency, Institutional..., Portfolio Management
Education
University of Bucharest
Master's degree, Geological/Geophysical Engineering
Anna Tom's Mellon Capital Management Experience August 1994 - April 2001
Job Data analyst providing damage calculations, payroll & time record analysis and expert witness testimony in class actions
Industry Legal Services
Experience
Class Action Damage Analysis January 2000 - Present
Mellon Capital Management August 1994 - April 2001
Skills
Microsoft Office
Education
UC Berkeley 1986 — 1991
A.B., Social Science
Class Action Damage Analysis January 2000 - Present
Mellon Capital Management August 1994 - April 2001
Skills
Microsoft Office
Education
UC Berkeley 1986 — 1991
A.B., Social Science
Sasikala Rajendran PMP's Mellon Capital Management Experience October 2007 - Present
Job at Moody's Analytics
Industry Investment Management
Experience
Moody's Analytics November 2014 - Present
Mellon Capital Management October 2007 - Present
Cognizant Technology Solutions March 2007 - Present
Gymboree October 2013 - October 2014
Skills
JIRA, SQL, Requirements Gathering, Sybase, Electronic Trading, Requirements Analysis, Bloomberg, Equity Trading, Scrum, Test Planning, Test Management, Test Cases, Manual Testing, Functional Testing, Regression Testing, Integration Testing, System Testing, Quality Assurance, FIX, CRD, Eagle PACE, Flextrade, Corporate Actions, Commodity, Futures, Project Management, Test Estimation, Test Effort Estimation, Data Analysis, Fixed Income, Investment Banking, Capital Markets, Database Migration..., Batch Processing, Quality Center, SoapUI, Oracle, SDLC, Testing, Web Services, User Acceptance Testing, Agile Methodologies, Software Project..., Microsoft SQL Server
Education
Madras University 2000 — 2004
Bachelor's degree, Computer Science
Moody's Analytics November 2014 - Present
Mellon Capital Management October 2007 - Present
Cognizant Technology Solutions March 2007 - Present
Gymboree October 2013 - October 2014
Skills
JIRA, SQL, Requirements Gathering, Sybase, Electronic Trading, Requirements Analysis, Bloomberg, Equity Trading, Scrum, Test Planning, Test Management, Test Cases, Manual Testing, Functional Testing, Regression Testing, Integration Testing, System Testing, Quality Assurance, FIX, CRD, Eagle PACE, Flextrade, Corporate Actions, Commodity, Futures, Project Management, Test Estimation, Test Effort Estimation, Data Analysis, Fixed Income, Investment Banking, Capital Markets, Database Migration..., Batch Processing, Quality Center, SoapUI, Oracle, SDLC, Testing, Web Services, User Acceptance Testing, Agile Methodologies, Software Project..., Microsoft SQL Server
Education
Madras University 2000 — 2004
Bachelor's degree, Computer Science
Heth Daley's Mellon Capital Management Experience October 1995 - Present
Job
Industry Information Technology and Services
Experience
Mellon Capital Management October 1995 - Present
Skills
SQL, Active Directory, Troubleshooting, Unix, SharePoint, Network Administration, HTML, Databases, Windows 7, Operating Systems, DNS, Microsoft SQL Server, VMware
Education
University of Pittsburgh
Mellon Capital Management October 1995 - Present
Skills
SQL, Active Directory, Troubleshooting, Unix, SharePoint, Network Administration, HTML, Databases, Windows 7, Operating Systems, DNS, Microsoft SQL Server, VMware
Education
University of Pittsburgh
Brenda Goodman's Mellon Capital Management Experience 2009 - Present
Job Vice President and Manager, Global Distribution Support
Industry Investment Management
Experience
Mellon Capital Management 2009 - Present
Mellon Capital Management December 2007 - January 2009
Mellon Equity Associates March 1998 - December 2007
BNY Mellon 1993 - 1998
Skills
Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Securities, Investment Strategies, Bonds, ETFs, Content Management, Proposal Writing, Management, 1940 Act, SharePoint, RFP Generation, Project Management, JIRA
Education
University of Pittsburgh 1984 — 1989
Bachelor of Arts (BA)
University of Pittsburgh
Mellon Capital Management 2009 - Present
Mellon Capital Management December 2007 - January 2009
Mellon Equity Associates March 1998 - December 2007
BNY Mellon 1993 - 1998
Skills
Investments, Equities, Mutual Funds, Investment Management, Asset Allocation, Fixed Income, Bloomberg, Alternative Investments, Derivatives, Securities, Investment Strategies, Bonds, ETFs, Content Management, Proposal Writing, Management, 1940 Act, SharePoint, RFP Generation, Project Management, JIRA
Education
University of Pittsburgh 1984 — 1989
Bachelor of Arts (BA)
University of Pittsburgh
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY