Mellon Financial
Industry: Money management company
DescriptionMellon Financial Corporation was one of the world's largest money management firms. Based in Pittsburgh, Pennsylvania, it was in the business of institutional and high-net-worth individual asset management, including the Dreyfus family of mutual funds; business banking; and shareholder and investor services. Founded: 1869 Headquarters: Pittsburgh, Pennsylvania, United States Successor: The Bank of New York Mellon Ceased operations: 2007 Founders: Andrew W. Mellon, Thomas Mellon
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Mellon Financial Employees
Employee
Years
Job
Industry
Brent Krysinski Brent Krysinski's Mellon Financial Experience 2000 - 2006
Job Credit Risk Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2012 - Present
BNY Mellon 2006 - May 2012
Mellon Financial 2000 - 2006
Skills
Wealth Management, Investment Management, Estate Planning, Investments, Securities, Fixed Income, Equities, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Bonds
Education
Robert Morris University 2003 — 2006
Masters of Business Administration
Allegheny College 1996 — 2000
Bachelor of Arts, Economics
BNY Mellon May 2012 - Present
BNY Mellon 2006 - May 2012
Mellon Financial 2000 - 2006
Skills
Wealth Management, Investment Management, Estate Planning, Investments, Securities, Fixed Income, Equities, Bloomberg, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Bonds
Education
Robert Morris University 2003 — 2006
Masters of Business Administration
Allegheny College 1996 — 2000
Bachelor of Arts, Economics
Gina O'Brien Gina O'Brien's Mellon Financial Experience February 2001 - December 2006
Job Business Systems Analyst
Industry Financial Services
Experience
BNY Mellon January 2007 - November 2011
Mellon Financial February 2001 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpiont, SQL, QMF, QuickBooks, Visio, Customer Service, Business Analysis, Process Improvement, Analysis, System Administration, Access, SharePoint, Technical Support, Software Documentation, Lotus Notes, PeopleSoft, Data Analysis
Education
Boston University 2000 — 2001
BNY Mellon January 2007 - November 2011
Mellon Financial February 2001 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpiont, SQL, QMF, QuickBooks, Visio, Customer Service, Business Analysis, Process Improvement, Analysis, System Administration, Access, SharePoint, Technical Support, Software Documentation, Lotus Notes, PeopleSoft, Data Analysis
Education
Boston University 2000 — 2001
John Markey's Mellon Financial Experience 1993 - 2003
Job Marketing Support at Johnson O'Hare
Industry Consumer Goods
Experience
Johnson O'Hare February 2004 - Present
Mellon Financial 1993 - 2003
Tufts Medical Center 1988 - 1993
Textron Systems 1980 - 1988
Reading Savings Bank 1975 - 1980
Skills
Customer Service, Software Development, Competitive Analysis, Product Development, Training, Management, Account Management, Sales Operations, Sales, Team Building, New Business Development, Marketing, Sales Management
Education
Boston College 1970 — 1974
Bachelor of Science (B.S. cum laude), Biology
Austin Preparatory School 1966 — 1970
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Johnson O'Hare February 2004 - Present
Mellon Financial 1993 - 2003
Tufts Medical Center 1988 - 1993
Textron Systems 1980 - 1988
Reading Savings Bank 1975 - 1980
Skills
Customer Service, Software Development, Competitive Analysis, Product Development, Training, Management, Account Management, Sales Operations, Sales, Team Building, New Business Development, Marketing, Sales Management
Education
Boston College 1970 — 1974
Bachelor of Science (B.S. cum laude), Biology
Austin Preparatory School 1966 — 1970
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Don Carlo Arias IV Don Carlo Arias IV's Mellon Financial Experience October 1997 - March 2006
Job Chairman of Novum Pecunia™ & Occupare Vita™ Enterprises LLC | Creative Strategy Advisor
Industry Marketing and Advertising
Experience
GladHe8Her™ & GladHe8Tres™ Enterprises LLC November 2012 - Present
Experian CheetahMail 2009 - 2011
Prudential Ambassador Real Estate 2007 - November 2009
Mellon Financial October 1997 - March 2006
Skills
Microsoft Office, Management, Data Entry, Sales, Customer Service, Social Media, Marketing Strategy, General Awesomeness, Social Media Marketing, Social Media Consulting, Friendly Personality, Lifestyle Coaching, conceptual lifestyle, Strategic Marketing..., Process Optimization, Executive..., Fashion, Networking, Nightlife, Nightclub, Social Marketing, Supervisory Skills, Project Management, Social Networking, Event Planning, Time Management, Outlook, Event Management, Training, Advertising, Recruiting, Hospitality, Account Management, Team Building, PowerPoint, Customer Satisfaction, Public Relations, Business Development, Contract Negotiation, Budgets, Human Resources, Microsoft Excel, CRM, Market Research, Retail, Online Marketing, Program Management, Coaching, Negotiation, Marketing Communications
Education
City University of New York-Baruch College 1995 — 1997
Bachelor of Business Administration (B.B.A.), international business
Laguardia Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
GladHe8Her™ & GladHe8Tres™ Enterprises LLC November 2012 - Present
Experian CheetahMail 2009 - 2011
Prudential Ambassador Real Estate 2007 - November 2009
Mellon Financial October 1997 - March 2006
Skills
Microsoft Office, Management, Data Entry, Sales, Customer Service, Social Media, Marketing Strategy, General Awesomeness, Social Media Marketing, Social Media Consulting, Friendly Personality, Lifestyle Coaching, conceptual lifestyle, Strategic Marketing..., Process Optimization, Executive..., Fashion, Networking, Nightlife, Nightclub, Social Marketing, Supervisory Skills, Project Management, Social Networking, Event Planning, Time Management, Outlook, Event Management, Training, Advertising, Recruiting, Hospitality, Account Management, Team Building, PowerPoint, Customer Satisfaction, Public Relations, Business Development, Contract Negotiation, Budgets, Human Resources, Microsoft Excel, CRM, Market Research, Retail, Online Marketing, Program Management, Coaching, Negotiation, Marketing Communications
Education
City University of New York-Baruch College 1995 — 1997
Bachelor of Business Administration (B.B.A.), international business
Laguardia Community College 1993 — 1995
Associate's degree, Business Administration and Management, General
Kristen Felix's Mellon Financial Experience April 2003 - March 2004
Job Business Operations Manager Infrastructure Ops at EMD Millipore
Industry Biotechnology
Experience
EMD Millipore April 2015 - Present
EMD Millipore April 2014 - April 2015
EMD Millipore August 2009 - March 2014
Millipore November 2004 - 2009
Millipore November 2004 - March 2008
Mellon Financial April 2003 - March 2004
Olsten Professional Staffing 2003 - 2004
Yuba County 2002 - 2003
Hewlett-Packard 2000 - 2002
Skills
Human Resources, Talent Acquisition, Employee Benefits, Program Management, Project Management, Training, Benefits Administration, Operations Management, Talent Management, HR Policies, Management, Performance Management, Employee Relations, New Hire Orientations, Recruiting, Process Improvement, Cross-functional Team..., Six Sigma, Budgets, Customer Service, Vendor Management
Education
Brandeis University 2011 — 2014
Master's Degree, Project and Program Management, 3.6 GPA
LHS
High School
EMD Millipore April 2015 - Present
EMD Millipore April 2014 - April 2015
EMD Millipore August 2009 - March 2014
Millipore November 2004 - 2009
Millipore November 2004 - March 2008
Mellon Financial April 2003 - March 2004
Olsten Professional Staffing 2003 - 2004
Yuba County 2002 - 2003
Hewlett-Packard 2000 - 2002
Skills
Human Resources, Talent Acquisition, Employee Benefits, Program Management, Project Management, Training, Benefits Administration, Operations Management, Talent Management, HR Policies, Management, Performance Management, Employee Relations, New Hire Orientations, Recruiting, Process Improvement, Cross-functional Team..., Six Sigma, Budgets, Customer Service, Vendor Management
Education
Brandeis University 2011 — 2014
Master's Degree, Project and Program Management, 3.6 GPA
LHS
High School
Audrey E. Brown, MS, PMP, CSOX, CSM Audrey E. Brown, MS, PMP, CSOX, CSM's Mellon Financial Experience 1998 - 2000
Job Psychology & Organizational Change/Program Management
Industry Management Consulting
Experience
World Travel Holdings April 2015 - Present
TIAA-CREF Retirement Services 2013 - 2014
Liberty Mutual Insurance Company 2012 - 2013
Fidelity Investments 2011 - 2012
Thomson Reuters 2009 - 2010
State Street Bank 2008 - 2008
JPMorgan Chase January 2007 - December 2007
Fidelity Investments & Dentaquest Ventures 2003 - 2006
Boston Financial Data Services 2000 - 2003
Mellon Financial 1998 - 2000
Skills
Change Management, Strategic Planning, Organizational..., Resources Management, Cost Control, Expense Reduction, Lean Six Sigma, Team Leadership &..., Process Redesign, Process Improvement, Policy & Procedure..., Risk Management, Risk Assessment, Organizational..., Business Analysis, Vendor Management, Integration, Quality Assurance, CRM, Cross-functional Team..., Management Consulting, Program Management, Project Management, Leadership, Business Strategy, Business Transformation, Transformational..., Organizational..., Sarbanes-Oxley Act, Corporate Governance, Ethics, Team Building, PMP, Software Project..., Training, Business Process..., Six Sigma, Budgets, Agile Methodologies, Management
Education
University of the Rockies, Doctoral Candidate (2015)
Doctor of Psychology (PsyD), Organizational Leadership
New England College of Business & Finance
Master's Candidate, Master of Science (MS), Business Ethics & Compliance
Brandeis University
Master of Science (MS), Management of Program & Projects
Morgan State University
Bachelor of Science in Business Administration (BSBA), Accounting & Management
World Travel Holdings April 2015 - Present
TIAA-CREF Retirement Services 2013 - 2014
Liberty Mutual Insurance Company 2012 - 2013
Fidelity Investments 2011 - 2012
Thomson Reuters 2009 - 2010
State Street Bank 2008 - 2008
JPMorgan Chase January 2007 - December 2007
Fidelity Investments & Dentaquest Ventures 2003 - 2006
Boston Financial Data Services 2000 - 2003
Mellon Financial 1998 - 2000
Skills
Change Management, Strategic Planning, Organizational..., Resources Management, Cost Control, Expense Reduction, Lean Six Sigma, Team Leadership &..., Process Redesign, Process Improvement, Policy & Procedure..., Risk Management, Risk Assessment, Organizational..., Business Analysis, Vendor Management, Integration, Quality Assurance, CRM, Cross-functional Team..., Management Consulting, Program Management, Project Management, Leadership, Business Strategy, Business Transformation, Transformational..., Organizational..., Sarbanes-Oxley Act, Corporate Governance, Ethics, Team Building, PMP, Software Project..., Training, Business Process..., Six Sigma, Budgets, Agile Methodologies, Management
Education
University of the Rockies, Doctoral Candidate (2015)
Doctor of Psychology (PsyD), Organizational Leadership
New England College of Business & Finance
Master's Candidate, Master of Science (MS), Business Ethics & Compliance
Brandeis University
Master of Science (MS), Management of Program & Projects
Morgan State University
Bachelor of Science in Business Administration (BSBA), Accounting & Management
George Kobryn George Kobryn's Mellon Financial Experience January 1985 - January 1995
Job IT Manager Seeking new opportunities
Industry Financial Services
Experience
TIAA-CREF January 2012 - February 2014
TIAA-CREF January 2010 - December 2012
TIAA-CREF January 2001 - December 2010
TIAA-CREF January 1997 - December 2001
TIAA-CREF June 1995 - January 1997
FASTRAK January 1995 - March 1995
Mellon Financial January 1985 - January 1995
Mellon Financial January 1980 - December 1985
Mellon Financial October 1972 - December 1980
United States Air Force January 1969 - September 1972
Skills
COBOL, Natural, ADABAS, IBM Mainframe, IBM Utilities, TSO, JCL, Microsoft Excel, Visio, PowerPoint, FrontPage, SDLC, RACI, Systems Analysis, Requirements Gathering, Business Requirements, Use Case, SOP authoring, Risk Assessment, Test Data Management, Data De-Identification, Relationship Management, Incident Management, Project Management
Education
Adelphi University 1967 — 1969
Architecture
School of Visual Arts 1969 — 1969
Art/Art Studies, General
TIAA-CREF January 2012 - February 2014
TIAA-CREF January 2010 - December 2012
TIAA-CREF January 2001 - December 2010
TIAA-CREF January 1997 - December 2001
TIAA-CREF June 1995 - January 1997
FASTRAK January 1995 - March 1995
Mellon Financial January 1985 - January 1995
Mellon Financial January 1980 - December 1985
Mellon Financial October 1972 - December 1980
United States Air Force January 1969 - September 1972
Skills
COBOL, Natural, ADABAS, IBM Mainframe, IBM Utilities, TSO, JCL, Microsoft Excel, Visio, PowerPoint, FrontPage, SDLC, RACI, Systems Analysis, Requirements Gathering, Business Requirements, Use Case, SOP authoring, Risk Assessment, Test Data Management, Data De-Identification, Relationship Management, Incident Management, Project Management
Education
Adelphi University 1967 — 1969
Architecture
School of Visual Arts 1969 — 1969
Art/Art Studies, General
Erica Ritchie's Mellon Financial Experience July 1996 - August 2000
Job Partner, Recruiting
Industry Staffing and Recruiting
Experience
SilverChair Partners January 2013 - Present
Glocap Search June 2010 - December 2012
Aristeia Capital November 2004 - February 2009
Primedia 2003 - 2004
Sidley Austin September 2001 - June 2003
Fidelity Investments August 2000 - August 2001
Mellon Financial July 1996 - August 2000
Skills
Mergers, Recruiting, Talent Management, Employee Relations, Strategy, Employee Benefits, Mergers & Acquisitions, Due Diligence, Management, Deferred Compensation, Hedge Funds, Human Resources, Leadership, Payroll, Asset Managment, Analysis, Finance, Personnel Management, Talent Acquisition, Asset Management, Strategic Planning, Business Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
SilverChair Partners January 2013 - Present
Glocap Search June 2010 - December 2012
Aristeia Capital November 2004 - February 2009
Primedia 2003 - 2004
Sidley Austin September 2001 - June 2003
Fidelity Investments August 2000 - August 2001
Mellon Financial July 1996 - August 2000
Skills
Mergers, Recruiting, Talent Management, Employee Relations, Strategy, Employee Benefits, Mergers & Acquisitions, Due Diligence, Management, Deferred Compensation, Hedge Funds, Human Resources, Leadership, Payroll, Asset Managment, Analysis, Finance, Personnel Management, Talent Acquisition, Asset Management, Strategic Planning, Business Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
BS, Finance
Holly Tripido's Mellon Financial Experience October 2000 - October 2008
Job Desktop/Laptop Support at Crestron Electronics
Industry Electrical/Electronic Manufacturing
Experience
Crestron Electronics July 2014 - Present
Pershing, a BNY Mellon company January 2014 - June 2014
BNY Mellon October 2008 - July 2013
Mellon Financial October 2000 - October 2008
Buck Consultants (later bought by Mellon Financial) October 1994 - October 2000
Reed Elsevier June 1991 - October 1994
Murdoch Magazines May 1987 - June 1991
Skills
Desktop Computers, Server Technology, Cisco Networking, Computer Technology, Computer Operations, IT Procurement, Metrics Reporting, Software Installation, Troubleshooting, Help Desk Support, Citrix, Desktop Deployment, VPN, Software Documentation, Technical Support, Desktop Application..., Printers, Computer Hardware, Laptops, Hardware, HP, Change Management, Dell Computers, Windows XP, Financial Services, Operating Systems
Education
Computer Processing Institute 1986 — 1987
Computer Operations
Bergen Community College 1984 — 1987
Crestron Electronics July 2014 - Present
Pershing, a BNY Mellon company January 2014 - June 2014
BNY Mellon October 2008 - July 2013
Mellon Financial October 2000 - October 2008
Buck Consultants (later bought by Mellon Financial) October 1994 - October 2000
Reed Elsevier June 1991 - October 1994
Murdoch Magazines May 1987 - June 1991
Skills
Desktop Computers, Server Technology, Cisco Networking, Computer Technology, Computer Operations, IT Procurement, Metrics Reporting, Software Installation, Troubleshooting, Help Desk Support, Citrix, Desktop Deployment, VPN, Software Documentation, Technical Support, Desktop Application..., Printers, Computer Hardware, Laptops, Hardware, HP, Change Management, Dell Computers, Windows XP, Financial Services, Operating Systems
Education
Computer Processing Institute 1986 — 1987
Computer Operations
Bergen Community College 1984 — 1987
Christina Thai's Mellon Financial Experience 1996 - 2000
Job HR Director at Stax Inc.
Industry Management Consulting
Experience
Stax Inc. 2012 - Present
Stax Inc. 2008 - 2011
Harvard School of Public Health 2007 - 2008
Newport Creative Communications 2005 - 2007
Sovereign Bank 2000 - 2005
Mellon Financial 1996 - 2000
Skills
Applicant Tracking..., Business Strategy, Human Resources, Leadership, Management, Program Management, Recruiting, Start-ups, Strategy, Talent Acquisition, Talent Management, Temporary Placement, Policy
Education
Lesley University 1999 — 2001
M.S., Human Resources Management
Boston University Questrom School of Business 1992 — 1996
B.S., Business Administration
HRCI
PHR
Stax Inc. 2012 - Present
Stax Inc. 2008 - 2011
Harvard School of Public Health 2007 - 2008
Newport Creative Communications 2005 - 2007
Sovereign Bank 2000 - 2005
Mellon Financial 1996 - 2000
Skills
Applicant Tracking..., Business Strategy, Human Resources, Leadership, Management, Program Management, Recruiting, Start-ups, Strategy, Talent Acquisition, Talent Management, Temporary Placement, Policy
Education
Lesley University 1999 — 2001
M.S., Human Resources Management
Boston University Questrom School of Business 1992 — 1996
B.S., Business Administration
HRCI
PHR
William Yanosh William Yanosh's Mellon Financial Experience January 2000 - February 2007
Job VP Mainframe Operations Manager at BNY Mellon
Industry Financial Services
Experience
BNYMellon September 2013 - Present
Home March 2013 - September 2013
BNYMellon November 2010 - February 2012
BNYMellon November 2009 - November 2010
BNYMellon February 2007 - November 2009
Mellon Financial January 2000 - February 2007
Skills
IBM Mainframe, Unix, Windows, Storage Management, Software Engineering, Operations Management, Technical Leadership, Information Management, Information Technology, TSM, avamar, Change Management, Problem Management, Leadership, ITIL Certified, Disaster Recovery, Vendor Relationships, Team Building, Project Management, ITIL, Vendor Management, Data Center, Business Continuity, IT Management, IT Strategy, SDLC, PMO, Project Portfolio..., PMP, Mainframe, Infrastructure, Storage, IT Operations, Enterprise Architecture, Architectures, Architecture, Integration, IT Service Management, Management, EMC Storage
Education
Forbes Road Career and Technology Center 1970 — 1972
Computer Technology, Computer Science, A
Highlands High School 1970 — 1972
Graduated, Technical, A
BNYMellon September 2013 - Present
Home March 2013 - September 2013
BNYMellon November 2010 - February 2012
BNYMellon November 2009 - November 2010
BNYMellon February 2007 - November 2009
Mellon Financial January 2000 - February 2007
Skills
IBM Mainframe, Unix, Windows, Storage Management, Software Engineering, Operations Management, Technical Leadership, Information Management, Information Technology, TSM, avamar, Change Management, Problem Management, Leadership, ITIL Certified, Disaster Recovery, Vendor Relationships, Team Building, Project Management, ITIL, Vendor Management, Data Center, Business Continuity, IT Management, IT Strategy, SDLC, PMO, Project Portfolio..., PMP, Mainframe, Infrastructure, Storage, IT Operations, Enterprise Architecture, Architectures, Architecture, Integration, IT Service Management, Management, EMC Storage
Education
Forbes Road Career and Technology Center 1970 — 1972
Computer Technology, Computer Science, A
Highlands High School 1970 — 1972
Graduated, Technical, A
Alex Uzgin Alex Uzgin's Mellon Financial Experience January 2006 - June 2006
Job
Industry Information Technology and Services
Experience
Vistaprint April 2015 - Present
Vistaprint August 2013 - Present
PanelFinder May 2011 - August 2013
Schwartz Communications January 2010 - July 2013
Halexi, LLC June 2009 - July 2013
HomeworkHamlet.com August 2010 - January 2012
CVS Caremark Corporation June 2011 - September 2011
Thomson Reuters June 2009 - February 2010
Affinnova June 2006 - March 2009
Mellon Financial January 2006 - June 2006
Skills
Market Research, Software Development, Software Design, Software Project..., Marketing Strategy, Marketing Communications, Social Media Marketing, Analytics, Business Analysis, Data Analysis, Data Visualization, Data Mining, Product Development, Business Strategy, Cross-functional Team..., Product Marketing, Management, Leadership, Marketing, Project Management
Education
Boston College 2004 — 2006
MBA
Isenberg School of Management, UMass Amherst 1997 — 2001
BS
Vistaprint April 2015 - Present
Vistaprint August 2013 - Present
PanelFinder May 2011 - August 2013
Schwartz Communications January 2010 - July 2013
Halexi, LLC June 2009 - July 2013
HomeworkHamlet.com August 2010 - January 2012
CVS Caremark Corporation June 2011 - September 2011
Thomson Reuters June 2009 - February 2010
Affinnova June 2006 - March 2009
Mellon Financial January 2006 - June 2006
Skills
Market Research, Software Development, Software Design, Software Project..., Marketing Strategy, Marketing Communications, Social Media Marketing, Analytics, Business Analysis, Data Analysis, Data Visualization, Data Mining, Product Development, Business Strategy, Cross-functional Team..., Product Marketing, Management, Leadership, Marketing, Project Management
Education
Boston College 2004 — 2006
MBA
Isenberg School of Management, UMass Amherst 1997 — 2001
BS
Mike Byrnes Mike Byrnes's Mellon Financial Experience 1992 - 2000
Job National speaker and President of Byrnes Consulting, LLC... Helping our clients grow!!!
Industry Marketing and Advertising
Experience
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Rob Gratton Rob Gratton's Mellon Financial Experience 2001 - 2005
Job Experienced UX Designer & Interface Developer specializing in web applications, sites and other forms of creative media.
Industry Design
Experience
MindMatrix, Inc 2007 - 2010
PNC 2006 - 2007
TrueClose 2005 - 2006
ACS 2005 - 2005
Mellon Financial 2001 - 2005
VendorTech 2000 - 2001
Crowl, Montgomery & Clark 1999 - 2001
Source W Media 1999 - 2000
Relex Software Corporation 1999 - 1999
Mozes Cleveland & Company 1998 - 1999
Skills
Usability Testing, Prototyping, Information Architecture, User Experience, User Interface Design, HTML, CSS, Adobe Creative Suite, Requirements Analysis, Interaction Design, User-centered Design, Web Design, Graphic Design, Front-end Development, Card Sorting, User Scenarios, Wire Framing, Site Maps, Iterative Design, Email Design, Activity Diagrams, Agile, Web Applications, Agile Methodologies, Human Computer..., User Interface
Education
Art Institute of Pittsburgh 1991 — 1993
Associates, Visual Communications / Illustration
MindMatrix, Inc 2007 - 2010
PNC 2006 - 2007
TrueClose 2005 - 2006
ACS 2005 - 2005
Mellon Financial 2001 - 2005
VendorTech 2000 - 2001
Crowl, Montgomery & Clark 1999 - 2001
Source W Media 1999 - 2000
Relex Software Corporation 1999 - 1999
Mozes Cleveland & Company 1998 - 1999
Skills
Usability Testing, Prototyping, Information Architecture, User Experience, User Interface Design, HTML, CSS, Adobe Creative Suite, Requirements Analysis, Interaction Design, User-centered Design, Web Design, Graphic Design, Front-end Development, Card Sorting, User Scenarios, Wire Framing, Site Maps, Iterative Design, Email Design, Activity Diagrams, Agile, Web Applications, Agile Methodologies, Human Computer..., User Interface
Education
Art Institute of Pittsburgh 1991 — 1993
Associates, Visual Communications / Illustration
Ludmila Franic Ludmila Franic's Mellon Financial Experience June 2005 - August 2005
Job CEO & Founder at Crawling Crew Baby Tights
Industry Apparel & Fashion
Experience
Crawling Crew Baby Tights November 2013 - Present
Ascenda Creative March 2010 - Present
Small Army October 2008 - February 2010
Proteus Design 2009 - 2009
Catapult Thinking March 2006 - June 2008
Cambridge Isotope Laboratories February 2006 - June 2006
Mellon Financial June 2005 - August 2005
Malden Evening News March 2005 - June 2005
Skills
Graphic Design, Web Design, Packaging, Social Media Marketing, Adobe Creative Suite, Art Direction, Corporate Identity, Logo Design, Advertising, Photography, Creative Direction, InDesign, Brochures, Photoshop, Typography, Art
Education
Massachusetts College of Art and Design 2002 — 2006
BFA, Graphic Design
Belaruski Dzjaržauny Pedagogiskij Universitet imja Maksima Tanka 1995 — 2000
MFA, History & English Language
Crawling Crew Baby Tights November 2013 - Present
Ascenda Creative March 2010 - Present
Small Army October 2008 - February 2010
Proteus Design 2009 - 2009
Catapult Thinking March 2006 - June 2008
Cambridge Isotope Laboratories February 2006 - June 2006
Mellon Financial June 2005 - August 2005
Malden Evening News March 2005 - June 2005
Skills
Graphic Design, Web Design, Packaging, Social Media Marketing, Adobe Creative Suite, Art Direction, Corporate Identity, Logo Design, Advertising, Photography, Creative Direction, InDesign, Brochures, Photoshop, Typography, Art
Education
Massachusetts College of Art and Design 2002 — 2006
BFA, Graphic Design
Belaruski Dzjaržauny Pedagogiskij Universitet imja Maksima Tanka 1995 — 2000
MFA, History & English Language
Barbara Gordon's Mellon Financial Experience 2003 - July 2007
Job Writer and Researcher at ThoughtForm Design
Industry Design
Experience
ThoughtForm Design April 2008 - Present
BNY Mellon July 2007 - April 2008
Mellon Financial 2003 - July 2007
Coyne Advertising and Public Relations 2000 - 2003
Skills
Strategic Communications, Marketing Communications, Meeting Facilitation, Corporate Communications, Internal Communications, Clear Communications, Conducting Interviews, Content Management, Copywriting, Script-writing, Advertising, Editing, Social Media, Strategy, Marketing
Education
Bethany College
Bachelor of Arts (B.A.), Communications
ThoughtForm Design April 2008 - Present
BNY Mellon July 2007 - April 2008
Mellon Financial 2003 - July 2007
Coyne Advertising and Public Relations 2000 - 2003
Skills
Strategic Communications, Marketing Communications, Meeting Facilitation, Corporate Communications, Internal Communications, Clear Communications, Conducting Interviews, Content Management, Copywriting, Script-writing, Advertising, Editing, Social Media, Strategy, Marketing
Education
Bethany College
Bachelor of Arts (B.A.), Communications
Zoe Koukkos Fogarty Zoe Koukkos Fogarty's Mellon Financial Experience November 2001 - December 2001
Job Administrator with a Human Resources Background
Industry Human Resources
Experience
Tristar Worldwide February 2012 - May 2012
Mellon Financial November 2001 - December 2001
Mellon Financial April 1998 - May 2001
Fresenius Medical Care September 1995 - April 1998
BostonCoach, a Fidelity Investments Company May 1992 - June 1995
Skills
Human Resources, Personnel Management
Education
University of Massachusetts, Amherst
Bachelor's Degree, Human Resources Administration
Bentley University
Completed Human Resources Certificate Program Classes
Ed2Go (online class)
Introduction to Project Management
Tristar Worldwide February 2012 - May 2012
Mellon Financial November 2001 - December 2001
Mellon Financial April 1998 - May 2001
Fresenius Medical Care September 1995 - April 1998
BostonCoach, a Fidelity Investments Company May 1992 - June 1995
Skills
Human Resources, Personnel Management
Education
University of Massachusetts, Amherst
Bachelor's Degree, Human Resources Administration
Bentley University
Completed Human Resources Certificate Program Classes
Ed2Go (online class)
Introduction to Project Management
Steve Dolmatch Steve Dolmatch's Mellon Financial Experience 2001 - 2007
Job Deputy Chief Legal Officer at Lloyds Banking Group
Industry Legal Services
Experience
The Bank of New York Mellon 2008 - 2009
Mellon Financial 2001 - 2007
ChaseMellon Financial Group 1995 - 2001
American Express 1987 - 1995
Mudge Rose 1982 - 1987
Skills
Securities, Corporate Governance, Financial Services, Mergers & Acquisitions, Corporate Law, Securities Regulation, Legal Advice, Capital Markets, Management, Joint Ventures, Financial Risk, Due Diligence, Financial Structuring, Restructuring, Investments, Banking Law, Executive Management, Financial Regulation, Structured Finance, Private Equity, AML, Mergers
Education
New York University School of Law 1979 — 1982
JD, Law
University of London 1978 — 1979
Post-Graduate Fellow, Philosophy
Amherst College 1974 — 1978
BA, magna cum laude
The Bank of New York Mellon 2008 - 2009
Mellon Financial 2001 - 2007
ChaseMellon Financial Group 1995 - 2001
American Express 1987 - 1995
Mudge Rose 1982 - 1987
Skills
Securities, Corporate Governance, Financial Services, Mergers & Acquisitions, Corporate Law, Securities Regulation, Legal Advice, Capital Markets, Management, Joint Ventures, Financial Risk, Due Diligence, Financial Structuring, Restructuring, Investments, Banking Law, Executive Management, Financial Regulation, Structured Finance, Private Equity, AML, Mergers
Education
New York University School of Law 1979 — 1982
JD, Law
University of London 1978 — 1979
Post-Graduate Fellow, Philosophy
Amherst College 1974 — 1978
BA, magna cum laude
Ericka Elliott's Mellon Financial Experience October 2003 - May 2004
Job Engagement Manager at Harvard Business Publishing
Industry Professional Training & Coaching
Experience
Harvard Business Publishing July 2015 - Present
MHI Global October 2013 - July 2015
AchieveGlobal August 2005 - September 2013
American Express February 2005 - July 2005
Mellon Financial October 2003 - May 2004
Janssen, Pharmaceutical Companies of Johnson and Johnson February 2003 - October 2003
Hewlett-Packard November 1997 - February 2003
Skills
Implementation Services, Project Execution, Program Implementation, Project Management, Talent Management, Change Management, Strategic Planning, Strategic Communications, Learning Management, Blended Learning, Action Learning, Distance Learning, Leadership Development, Performance Management, Training, Executive Coaching, Training Delivery, Organizational..., Performance Improvement, Strategy, Coaching, Organizational..., Workshop Facilitation, Instructional Design, Management, Program Management, Employee Engagement, Personnel Management, Sustainment, Consulting, Management Development, Human Resources, Needs Analysis, E-Learning, Leadership, Team Building, Management Consulting, Soft Skills, Sales Process, Instructor-led Training, Career Development, Performance Consulting, Selling Skills, Staff Development, Executive Development, CRM, Salesforce.com, Solution Selling, Customer Retention, Customer Experience
Education
Chatham College 1999 — 2001
B.A., Business Management
Bryn Mawr College 1993 — 1995
Harvard Business Publishing July 2015 - Present
MHI Global October 2013 - July 2015
AchieveGlobal August 2005 - September 2013
American Express February 2005 - July 2005
Mellon Financial October 2003 - May 2004
Janssen, Pharmaceutical Companies of Johnson and Johnson February 2003 - October 2003
Hewlett-Packard November 1997 - February 2003
Skills
Implementation Services, Project Execution, Program Implementation, Project Management, Talent Management, Change Management, Strategic Planning, Strategic Communications, Learning Management, Blended Learning, Action Learning, Distance Learning, Leadership Development, Performance Management, Training, Executive Coaching, Training Delivery, Organizational..., Performance Improvement, Strategy, Coaching, Organizational..., Workshop Facilitation, Instructional Design, Management, Program Management, Employee Engagement, Personnel Management, Sustainment, Consulting, Management Development, Human Resources, Needs Analysis, E-Learning, Leadership, Team Building, Management Consulting, Soft Skills, Sales Process, Instructor-led Training, Career Development, Performance Consulting, Selling Skills, Staff Development, Executive Development, CRM, Salesforce.com, Solution Selling, Customer Retention, Customer Experience
Education
Chatham College 1999 — 2001
B.A., Business Management
Bryn Mawr College 1993 — 1995
Nathaniel Curtis Nathaniel Curtis's Mellon Financial Experience June 2001 - August 2002
Job Associate Director at Navigant Consulting
Industry Legal Services
Experience
Navigant Consulting October 2013 - Present
EconLit LLC June 2007 - October 2013
Simon Consulting, LLC January 2005 - May 2007
Ernst & Young February 2004 - December 2005
Mellon Financial June 2001 - August 2002
Skills
Expert testimony, Predictive Analytics, Professional Forecaster..., Litigation Support, Fraud, Data Analysis, Due Diligence, Bankruptcy, Forensic Accounting, Dispute Resolution, Analytics, Arbitration, Valuation, Statistics, Mediation, Legal Research, Forensic Analysis, Restructuring
Education
Babson College 2002 — 2004
MBA, Finance and Entrepreneurship
Arizona State University 1998 — 2001
Bachelors of Interdisciplinary Studies, Ecology and Business
Northern Arizona University 1993 — 1995
Biology
Navigant Consulting October 2013 - Present
EconLit LLC June 2007 - October 2013
Simon Consulting, LLC January 2005 - May 2007
Ernst & Young February 2004 - December 2005
Mellon Financial June 2001 - August 2002
Skills
Expert testimony, Predictive Analytics, Professional Forecaster..., Litigation Support, Fraud, Data Analysis, Due Diligence, Bankruptcy, Forensic Accounting, Dispute Resolution, Analytics, Arbitration, Valuation, Statistics, Mediation, Legal Research, Forensic Analysis, Restructuring
Education
Babson College 2002 — 2004
MBA, Finance and Entrepreneurship
Arizona State University 1998 — 2001
Bachelors of Interdisciplinary Studies, Ecology and Business
Northern Arizona University 1993 — 1995
Biology
Priscilla Porch Priscilla Porch's Mellon Financial Experience 1990 - 2005
Job Attorney/Paralegal/Trust Officer
Industry Financial Services
Experience
PA Dept of Public Welfare May 2013 - Present
Wells Fargo Bank January 2007 - December 2010
Spector Gadon & Rosen, P.C. 2006 - 2007
Mellon Financial 1990 - 2005
Cohen, Shapiro, Polisher Sheikman and Cohen 1988 - 1990
Clark, Ladner, Fortenbaugh and Young 1986 - 1988
Heard Law Firm 1980 - 1985
Skills
Trusts, Estate Law, Estate Planning, Securities, Corporate Law, Tax, Wealth Management, Asset Managment, Investments, Litigation, Strategic Financial..., Legal Assistance, Estate Tax Planning, Commercial Litigation, Banking
Education
Boston University School of Law
Masters in Tax, Taxation
Drake University Law School
JD, Law
Duke University
BA, History
PA Dept of Public Welfare May 2013 - Present
Wells Fargo Bank January 2007 - December 2010
Spector Gadon & Rosen, P.C. 2006 - 2007
Mellon Financial 1990 - 2005
Cohen, Shapiro, Polisher Sheikman and Cohen 1988 - 1990
Clark, Ladner, Fortenbaugh and Young 1986 - 1988
Heard Law Firm 1980 - 1985
Skills
Trusts, Estate Law, Estate Planning, Securities, Corporate Law, Tax, Wealth Management, Asset Managment, Investments, Litigation, Strategic Financial..., Legal Assistance, Estate Tax Planning, Commercial Litigation, Banking
Education
Boston University School of Law
Masters in Tax, Taxation
Drake University Law School
JD, Law
Duke University
BA, History
Kathy Stetz Kathy Stetz's Mellon Financial Experience November 2000 - May 2005
Job Owner and Master Dog Behavioral Therapist and Trainer
Industry Professional Training & Coaching
Experience
Bark Busters Home Dog Training May 2005 - Present
Mellon Financial November 2000 - May 2005
Key Bank April 1993 - November 2000
Victory Asset Management 1993 - 2000
Skills
Dog Training, Obedience, Dog Behavior, Separation Anxiety, Dog Walking, Aggression, Pets, Dogs, Pet Sitting, Training, Dog Aggression, Small Business, Equity Trading, Behavior Modification, Animal Training, Animal Behavior, Sales, Body Language, Series 63, Leadership, Dog Grooming, Management, Barking, Teaching, Puppies, Client Education, Franchising, Animal Work, Animal Welfare, Veterinary, Animal Nutrition, Customer Service, Pet Taxi
Education
Baldwin Wallace University 1989 — 1995
B.A., Majored in Finance/Minor in Communications
Bark Busters Home Dog Training May 2005 - Present
Mellon Financial November 2000 - May 2005
Key Bank April 1993 - November 2000
Victory Asset Management 1993 - 2000
Skills
Dog Training, Obedience, Dog Behavior, Separation Anxiety, Dog Walking, Aggression, Pets, Dogs, Pet Sitting, Training, Dog Aggression, Small Business, Equity Trading, Behavior Modification, Animal Training, Animal Behavior, Sales, Body Language, Series 63, Leadership, Dog Grooming, Management, Barking, Teaching, Puppies, Client Education, Franchising, Animal Work, Animal Welfare, Veterinary, Animal Nutrition, Customer Service, Pet Taxi
Education
Baldwin Wallace University 1989 — 1995
B.A., Majored in Finance/Minor in Communications
Brian Hoesly, CFA Brian Hoesly, CFA's Mellon Financial Experience February 1993 - August 1997
Job Institutional Portfolio Manager at Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Pyramis Global Advisors May 2006 - Present
Pyramis Global Advisors a Fidelity Investments Company 2006 - Present
Pyramis Global Advisors / Fidelity Investments 2006 - Present
Wellington Management September 1997 - April 2006
Mellon Financial February 1993 - August 1997
Mellon Analytical Solutions 1992 - 1995
Skills
Asset Management, Investment Strategies, Equities, Investments, Portfolio Management, Client Service, Asset Allocation, Institutional, Hedge Funds
Education
Boston University Questrom School of Business 1988 — 1990
MBA, Finance
University of Wisconsin-Madison 1982 — 1986
BS Ag. Econ/BA Econ, Ag. Econ/Econ
Payal Vaish's Mellon Financial Experience March 1998 - August 2006
Job Trust Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2006 - Present
Mellon Financial March 1998 - August 2006
J. Baker, Inc. (now known as Think Big) April 1997 - March 1998
Skills
Forecasting, Training, Real Estate, Start-ups, Financial Analysis, Accounting, Customer Service, Investments, Credit, Pensions, Financial Markets, Valuation, GAAP, Risk Management, Investment Banking, Financial Modeling, Financial Reporting, Sales, Mergers & Acquisitions, Fixed Income, Financial Statements, Auditing, Corporate Law, Finance, Analysis, New Business Development, Employee Benefits, Derivatives, Banking, Portfolio Management, Financial Services, Capital Markets, Internal Audit, Retirement, Corporate Finance, ERISA, Mutual Funds, Strategic Financial..., IRAs, Emerging Markets, Strategic Planning, Access, Sarbanes-Oxley Act, Sarbanes-Oxley, Trading Systems, Management, Business Analysis, Process Improvement, Due Diligence, Private Equity
Education
Bentley University 1993 — 1997
Bachelor of Science, Finance
BNY Mellon August 2006 - Present
Mellon Financial March 1998 - August 2006
J. Baker, Inc. (now known as Think Big) April 1997 - March 1998
Skills
Forecasting, Training, Real Estate, Start-ups, Financial Analysis, Accounting, Customer Service, Investments, Credit, Pensions, Financial Markets, Valuation, GAAP, Risk Management, Investment Banking, Financial Modeling, Financial Reporting, Sales, Mergers & Acquisitions, Fixed Income, Financial Statements, Auditing, Corporate Law, Finance, Analysis, New Business Development, Employee Benefits, Derivatives, Banking, Portfolio Management, Financial Services, Capital Markets, Internal Audit, Retirement, Corporate Finance, ERISA, Mutual Funds, Strategic Financial..., IRAs, Emerging Markets, Strategic Planning, Access, Sarbanes-Oxley Act, Sarbanes-Oxley, Trading Systems, Management, Business Analysis, Process Improvement, Due Diligence, Private Equity
Education
Bentley University 1993 — 1997
Bachelor of Science, Finance
Cindy Corriveau Cindy Corriveau's Mellon Financial Experience 2005 - 2006
Job Senior Business Systems Analyst at Daniel Roberts
Industry Information Technology and Services
Experience
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Lou Ashley Lou Ashley's Mellon Financial Experience November 2004 - July 2007
Job Senior Vice President and Market Manager at PNC
Industry Financial Services
Experience
PNC January 2012 - Present
PNC Bank July 2009 - October 2012
The Bank of New York Mellon July 2007 - February 2009
Mellon Financial November 2004 - July 2007
Mellon Financial Markets, LLC January 2002 - November 2004
Skills
Portfolio Management, Investments, Financial Services, Credit, Strategy, Loans, Relationship Management, Securities, Business Development, Management, Underwriting, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Marketing
Xavier University
BSBA, Accounting
PNC January 2012 - Present
PNC Bank July 2009 - October 2012
The Bank of New York Mellon July 2007 - February 2009
Mellon Financial November 2004 - July 2007
Mellon Financial Markets, LLC January 2002 - November 2004
Skills
Portfolio Management, Investments, Financial Services, Credit, Strategy, Loans, Relationship Management, Securities, Business Development, Management, Underwriting, Start-ups
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance and Marketing
Xavier University
BSBA, Accounting
Doris Wong Doris Wong's Mellon Financial Experience 2006 - 2007
Job Investment Performance Manager at State Street
Industry Financial Services
Experience
State Street 2012 - Present
State Street 2007 - 2012
Mellon Financial 2006 - 2007
Investors Bank & Trust 2005 - 2006
Investors Bank & Trust 2003 - 2005
Skills
Performance Management, Business Analytics, Financial Services, Project Management, Management, Presentations, Financial Systems, Oral & Written..., Analysis, Fixed Income, Data Analysis, Performance Measurement, CRM, Bloomberg, Equities, Hedge Funds, Microsoft Excel
Education
Brandeis University
Master of Finance
University of Massachusetts Boston
Bachelor of Science (BS), International Business Management & Marketing
Boston Latin School
High School Diploma
State Street 2012 - Present
State Street 2007 - 2012
Mellon Financial 2006 - 2007
Investors Bank & Trust 2005 - 2006
Investors Bank & Trust 2003 - 2005
Skills
Performance Management, Business Analytics, Financial Services, Project Management, Management, Presentations, Financial Systems, Oral & Written..., Analysis, Fixed Income, Data Analysis, Performance Measurement, CRM, Bloomberg, Equities, Hedge Funds, Microsoft Excel
Education
Brandeis University
Master of Finance
University of Massachusetts Boston
Bachelor of Science (BS), International Business Management & Marketing
Boston Latin School
High School Diploma
Marc Filipkowski's Mellon Financial Experience December 2000 - 2005
Job Sr. Sales Executive & Strategic Account Manager
Industry Computer Software
Experience
Linedata April 2015 - Present
Assette December 2005 - August 2013
Mellon Financial December 2000 - 2005
Thomson Financial 1997 - 2000
Sallie Mae 1990 - 1997
Skills
Direct Sales, New Business Development, Marketing Strategy, Marketing Communications, Public Relations, Corporate Strategy..., Sales Management, Sales Presentations, SaaS, Sales Process, Sports Coaching, Non-profit Leadership, Non-profit Volunteer, Cloud Marketing, Cloud-based, Corporate Branding, Brand Awareness, Branding & Identity
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1994
Master of Business Administration (MBA), Marketing
Bentley College
Bachelor's degree, Business Administration and Management, General
Linedata April 2015 - Present
Assette December 2005 - August 2013
Mellon Financial December 2000 - 2005
Thomson Financial 1997 - 2000
Sallie Mae 1990 - 1997
Skills
Direct Sales, New Business Development, Marketing Strategy, Marketing Communications, Public Relations, Corporate Strategy..., Sales Management, Sales Presentations, SaaS, Sales Process, Sports Coaching, Non-profit Leadership, Non-profit Volunteer, Cloud Marketing, Cloud-based, Corporate Branding, Brand Awareness, Branding & Identity
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1994
Master of Business Administration (MBA), Marketing
Bentley College
Bachelor's degree, Business Administration and Management, General
Gregory Susko's Mellon Financial Experience July 2000 - August 2001
Job Results driven professional in the construction industry with a focus in management and development.
Industry Construction
Experience
Campanelli January 2014 - Present
CMC Associates, Inc. April 2012 - December 2013
Cashman Dredging and Marine Contractors December 2008 - November 2011
CMC Associates May 2008 - November 2008
Campanelli Companies February 2007 - May 2008
Mass Electric Construction May 2003 - February 2007
Hemisphere Financial Services, L.L.C. August 2001 - May 2003
Mellon Financial July 2000 - August 2001
Skills
Construction, Contractors, Electrical, Contract Management, Project Planning, Contract Negotiation, Estimate/Proposal..., Bidding/Bid Analysis, Project Management, Lead..., Field Management, Budget Management, Regulatory Compliance, Training/Mentoring, Construction Management, Management, Budgets, Pre-construction, Value Engineering, Submittals, Project Estimation, Subcontracting, Renovation
Education
Assumption College 1996 — 2000
Bachelors, Economics
Assumption College
Campanelli January 2014 - Present
CMC Associates, Inc. April 2012 - December 2013
Cashman Dredging and Marine Contractors December 2008 - November 2011
CMC Associates May 2008 - November 2008
Campanelli Companies February 2007 - May 2008
Mass Electric Construction May 2003 - February 2007
Hemisphere Financial Services, L.L.C. August 2001 - May 2003
Mellon Financial July 2000 - August 2001
Skills
Construction, Contractors, Electrical, Contract Management, Project Planning, Contract Negotiation, Estimate/Proposal..., Bidding/Bid Analysis, Project Management, Lead..., Field Management, Budget Management, Regulatory Compliance, Training/Mentoring, Construction Management, Management, Budgets, Pre-construction, Value Engineering, Submittals, Project Estimation, Subcontracting, Renovation
Education
Assumption College 1996 — 2000
Bachelors, Economics
Assumption College
Philip Tedeschi Philip Tedeschi's Mellon Financial Experience August 1987 - June 2000
Job Senior Director, BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management June 2006 - Present
Investor Bank & Trust November 2004 - June 2006
CCC Alliance July 2000 - October 2004
Mellon Financial August 1987 - June 2000
Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Management, Wealth, Private Banking, Family Office, Investments, Portfolio Management, Equities, Asset Allocation, Financial Modeling
Education
New England School of Law 2000 — 2004
JD
Boston University 1988 — 1991
MBA
Fairfield University 1983 — 1987
BA, Economics
BNY Mellon Wealth Management June 2006 - Present
Investor Bank & Trust November 2004 - June 2006
CCC Alliance July 2000 - October 2004
Mellon Financial August 1987 - June 2000
Skills
Wealth Management, Wealth Management..., Estate Planning, Investment Management, Wealth, Private Banking, Family Office, Investments, Portfolio Management, Equities, Asset Allocation, Financial Modeling
Education
New England School of Law 2000 — 2004
JD
Boston University 1988 — 1991
MBA
Fairfield University 1983 — 1987
BA, Economics
Cyndi Barker-Kunkel Cyndi Barker-Kunkel's Mellon Financial Experience January 2000 - June 2007
Job Senior Learning & Development Consultant at Blackbaud
Industry Information Technology and Services
Experience
Blackbaud December 2014 - Present
BNY Mellon February 2013 - April 2014
BNY Mellon February 2012 - February 2013
BNY Mellon July 2007 - February 2012
Mellon Financial January 2000 - June 2007
Electronic Data Systems July 1999 - December 1999
Electronic Data Systems November 1992 - July 1999
Skills
Process Improvement, Program Management, SDLC, Software Project..., Project Portfolio..., Governance, Business Process..., Business Analysis, Integration, Training Delivery, Information Technology, Agile Methodologies, ITIL, Communication, Project Management, Management, Financial Services, Banking
Education
Baylor University 1989 — 1992
Bachelor of Arts, Computer Science w/ a Business Administration option
University of Florida 1986 — 1989
Associate of Arts, Liberal Arts
Palatka High School 1982 — 1986
Diploma
Blackbaud December 2014 - Present
BNY Mellon February 2013 - April 2014
BNY Mellon February 2012 - February 2013
BNY Mellon July 2007 - February 2012
Mellon Financial January 2000 - June 2007
Electronic Data Systems July 1999 - December 1999
Electronic Data Systems November 1992 - July 1999
Skills
Process Improvement, Program Management, SDLC, Software Project..., Project Portfolio..., Governance, Business Process..., Business Analysis, Integration, Training Delivery, Information Technology, Agile Methodologies, ITIL, Communication, Project Management, Management, Financial Services, Banking
Education
Baylor University 1989 — 1992
Bachelor of Arts, Computer Science w/ a Business Administration option
University of Florida 1986 — 1989
Associate of Arts, Liberal Arts
Palatka High School 1982 — 1986
Diploma
Kinnary Patel Kinnary Patel's Mellon Financial Experience September 1991 - September 1993
Job Managing Principal
Industry Financial Services
Experience
GWR Search Group October 2007 - Present
Accountants International July 1994 - February 2000
Banc of America Securities October 1993 - July 1994
Mellon Financial September 1991 - September 1993
Bankers Trust July 1989 - October 1991
Skills
Financial Analysis, Investment Banking, Valuation, Investments, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments, Economics
California State University-Hayward - School of Business and Economics
MBA, Human Resources & Finance
GWR Search Group October 2007 - Present
Accountants International July 1994 - February 2000
Banc of America Securities October 1993 - July 1994
Mellon Financial September 1991 - September 1993
Bankers Trust July 1989 - October 1991
Skills
Financial Analysis, Investment Banking, Valuation, Investments, Private Equity, Capital Markets, Due Diligence, Mergers & Acquisitions
Education
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments, Economics
California State University-Hayward - School of Business and Economics
MBA, Human Resources & Finance
Cassandra Binette, CFA Cassandra Binette, CFA's Mellon Financial Experience June 2000 - October 2000
Job Consultant at Prime, Buchholz & Associates
Industry Investment Management
Experience
Prime, Buchholz & Associates June 2013 - Present
Prime, Buchholz & Associates January 2008 - June 2013
Prime, Buchholz & Associates July 2006 - January 2008
Prime, Buchholz & Associates February 2003 - July 2006
Prime, Buchholz & Associates September 2001 - February 2003
Prime, Buchholz & Associates October 2000 - September 2001
Mellon Financial June 2000 - October 2000
Mellon Financial June 1999 - June 2000
Skills
Asset Allocation, Chartered Financial..., Investment Advisory..., Financial Modeling, Investment Strategies, Asset Management, Equities, Investments, Investment Advisory, Mutual Funds, Fixed Income, Portfolio Management, Alternative Investments
Education
Bryant College 1995 — 1999
B.S., Finance, Computer Information Systems
Massabesic High School
Prime, Buchholz & Associates June 2013 - Present
Prime, Buchholz & Associates January 2008 - June 2013
Prime, Buchholz & Associates July 2006 - January 2008
Prime, Buchholz & Associates February 2003 - July 2006
Prime, Buchholz & Associates September 2001 - February 2003
Prime, Buchholz & Associates October 2000 - September 2001
Mellon Financial June 2000 - October 2000
Mellon Financial June 1999 - June 2000
Skills
Asset Allocation, Chartered Financial..., Investment Advisory..., Financial Modeling, Investment Strategies, Asset Management, Equities, Investments, Investment Advisory, Mutual Funds, Fixed Income, Portfolio Management, Alternative Investments
Education
Bryant College 1995 — 1999
B.S., Finance, Computer Information Systems
Massabesic High School
Christopher Savio's Mellon Financial Experience March 2005 - September 2006
Job Senior Product Manager at LogMeIn
Industry Management Consulting
Experience
LogMeIn July 2015 - Present
High Start Group 2014 - July 2015
Market Strategies (Formerly Cogent Research) May 2013 - May 2014
Cogent Research March 2013 - May 2013
Cogent Research March 2011 - March 2013
Chatham Partners September 2006 - March 2011
Mellon Financial March 2005 - September 2006
Skills
Market Research, Marketing Research, Segmentation, Qualitative Research, Primary Research, Competitive Analysis, Analytics, Quantitative Research, Focus Groups, Competitive Intelligence, Benchmarking, Analysis, Product Development, Research, Strategic Planning, Retirement, Statistics, Excel, Strategy, Product Innovation, Innovation Consulting, Ethnography, Mystery Shopping, Product Testing, Consumer Insight, Consumer Insight..., Brand Loyalty, Brand Awareness, Brand Equity, Message Testing, Value Propositions, User Experience Testing
Education
Boston University 2000 — 2004
BA, Psychology, Philosophy
LogMeIn July 2015 - Present
High Start Group 2014 - July 2015
Market Strategies (Formerly Cogent Research) May 2013 - May 2014
Cogent Research March 2013 - May 2013
Cogent Research March 2011 - March 2013
Chatham Partners September 2006 - March 2011
Mellon Financial March 2005 - September 2006
Skills
Market Research, Marketing Research, Segmentation, Qualitative Research, Primary Research, Competitive Analysis, Analytics, Quantitative Research, Focus Groups, Competitive Intelligence, Benchmarking, Analysis, Product Development, Research, Strategic Planning, Retirement, Statistics, Excel, Strategy, Product Innovation, Innovation Consulting, Ethnography, Mystery Shopping, Product Testing, Consumer Insight, Consumer Insight..., Brand Loyalty, Brand Awareness, Brand Equity, Message Testing, Value Propositions, User Experience Testing
Education
Boston University 2000 — 2004
BA, Psychology, Philosophy
Glen Dady's Mellon Financial Experience September 2001 - May 2006
Job Senior Information Security Engineer at Citizens Bank
Industry Information Technology and Services
Experience
Citizens Bank December 2011 - September 2015
The Computer Merchant September 2009 - December 2011
Comsys September 2008 - April 2009
Computer Sciences Corporation August 2007 - July 2008
Perot Systems Corp January 2007 - May 2007
Mellon Financial September 2001 - May 2006
Mellon Financial December 1999 - September 2001
Entex Technical Services February 1999 - December 1999
United States Navy November 1989 - November 1993
Skills
Windows Server, Disaster Recovery, Networking, Active Directory, System Administration, Servers, Information Security, Windows, Operating Systems, Security, DNS, Data Center, Citrix, Scripting, Network Administration
Education
Bristol Community College 1994 — 1996
Associate of Arts
Citizens Bank December 2011 - September 2015
The Computer Merchant September 2009 - December 2011
Comsys September 2008 - April 2009
Computer Sciences Corporation August 2007 - July 2008
Perot Systems Corp January 2007 - May 2007
Mellon Financial September 2001 - May 2006
Mellon Financial December 1999 - September 2001
Entex Technical Services February 1999 - December 1999
United States Navy November 1989 - November 1993
Skills
Windows Server, Disaster Recovery, Networking, Active Directory, System Administration, Servers, Information Security, Windows, Operating Systems, Security, DNS, Data Center, Citrix, Scripting, Network Administration
Education
Bristol Community College 1994 — 1996
Associate of Arts
Nadine Chakar's Mellon Financial Experience 1989 - 1999
Job EVP Global Head of Derivatives
Industry Financial Services
Experience
BNY Mellon January 2012 - Present
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
ABN AMRO Mellon 1999 - 2007
Mellon Financial 1989 - 1999
State Street Bank 1987 - 1989
Skills
Mergers & Acquisitions, International Joint..., Strategic Planning, Business Integration, Business Restructures, Sales Management, Relationship Management, Human Resource..., Organizational Design, Organizational..., Product Design, Product Development, Change Management, Project Management, International Expansion, Marketing Strategy, Marketing Communications, Risk Management, New Business Development, Global P&L Management, Collateral Management, derivatives, Outsourcing, Global Custody, Fund Accounting, Transfer Agency, Performance Measurement, Analytics, Risk Measurement, Alternative Investments, Hedge Funds, Fixed Income, Leadership, Mergers, Management, Mutual Funds, Securities
Education
Boston University 1983 — 1987
Bachelor of Arts (B.A.), Economics
BNY Mellon January 2012 - Present
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
ABN AMRO Mellon 1999 - 2007
Mellon Financial 1989 - 1999
State Street Bank 1987 - 1989
Skills
Mergers & Acquisitions, International Joint..., Strategic Planning, Business Integration, Business Restructures, Sales Management, Relationship Management, Human Resource..., Organizational Design, Organizational..., Product Design, Product Development, Change Management, Project Management, International Expansion, Marketing Strategy, Marketing Communications, Risk Management, New Business Development, Global P&L Management, Collateral Management, derivatives, Outsourcing, Global Custody, Fund Accounting, Transfer Agency, Performance Measurement, Analytics, Risk Measurement, Alternative Investments, Hedge Funds, Fixed Income, Leadership, Mergers, Management, Mutual Funds, Securities
Education
Boston University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Douglas Dobben, CPA Douglas Dobben, CPA's Mellon Financial Experience 1987 - 1989
Job Controller / Operations Manager
Industry Financial Services
Experience
Anritsu Industrial Solutions USA, Inc. March 2013 - Present
Dobben Consulting LLC January 2011 - Present
Chicago Climate Exchange, Inc. May 2006 - December 2010
Hawkwood Financial April 2004 - May 2006
Titan Security Group 1997 - 2004
Devon Bank 1993 - 1997
Hong Kong and Shanghai Banking Corporation 1989 - 1993
Mellon Financial 1987 - 1989
Continental Illinois National Bank 1984 - 1987
Skills
Project Management, Risk Management, Commodity, Derivatives, Strategic Planning, Hedge Funds, Options, Fixed Income, Financial Markets, Corporate Finance, Alternative Investments, Accounting, Financial Reporting, Trading Systems, Forecasting, Valuation, Investments, Economics, Finance, Cash Management, Hedging, Trading, Financial Modeling, Financial Analysis, Electronic Trading, Portfolio Management, Capital Markets, Bloomberg, Securities, Analysis, Due Diligence, Asset Management, Equities, Leadership, Internal Controls, Financial Risk, Mergers & Acquisitions, Start-ups, Credit, Internal Audit, Strategic Financial..., Cash Flow, Financial Services, Financial Structuring, Banking, Structured Finance, Private Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
MBA, Finance
Bradley University 1980 — 1984
Bachelors, Accounting
Anritsu Industrial Solutions USA, Inc. March 2013 - Present
Dobben Consulting LLC January 2011 - Present
Chicago Climate Exchange, Inc. May 2006 - December 2010
Hawkwood Financial April 2004 - May 2006
Titan Security Group 1997 - 2004
Devon Bank 1993 - 1997
Hong Kong and Shanghai Banking Corporation 1989 - 1993
Mellon Financial 1987 - 1989
Continental Illinois National Bank 1984 - 1987
Skills
Project Management, Risk Management, Commodity, Derivatives, Strategic Planning, Hedge Funds, Options, Fixed Income, Financial Markets, Corporate Finance, Alternative Investments, Accounting, Financial Reporting, Trading Systems, Forecasting, Valuation, Investments, Economics, Finance, Cash Management, Hedging, Trading, Financial Modeling, Financial Analysis, Electronic Trading, Portfolio Management, Capital Markets, Bloomberg, Securities, Analysis, Due Diligence, Asset Management, Equities, Leadership, Internal Controls, Financial Risk, Mergers & Acquisitions, Start-ups, Credit, Internal Audit, Strategic Financial..., Cash Flow, Financial Services, Financial Structuring, Banking, Structured Finance, Private Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
MBA, Finance
Bradley University 1980 — 1984
Bachelors, Accounting
Bob Conchiglia, CIPM's Mellon Financial Experience 1996 - 2000
Job Vice President, Advisory Sales
Industry Financial Services
Experience
Advent Software January 2006 - Present
Russell/Mellon Analytical Services 2004 - January 2006
Russell/Mellon Analytical Services 2000 - 2004
Mellon Financial 1996 - 2000
Skills
Series 7, Investments, Portfolio Management, Wealth Management, SaaS, Equities, Customer Service, Trading Systems, Project Management, Salesforce.com, Banking, Series 63, Business Analysis
Education
Bentley University 1992 — 1996
BS, Finance/Economics
Advent Software January 2006 - Present
Russell/Mellon Analytical Services 2004 - January 2006
Russell/Mellon Analytical Services 2000 - 2004
Mellon Financial 1996 - 2000
Skills
Series 7, Investments, Portfolio Management, Wealth Management, SaaS, Equities, Customer Service, Trading Systems, Project Management, Salesforce.com, Banking, Series 63, Business Analysis
Education
Bentley University 1992 — 1996
BS, Finance/Economics
Erik Lund Erik Lund's Mellon Financial Experience April 2003 - September 2004
Job Senior Statistical Analyst at Experian
Industry Management Consulting
Experience
Experian October 2013 - Present
CAC Group, Inc. July 2010 - October 2013
Lincoln Financial Group July 2007 - June 2010
Lincoln Financial Group September 2004 - July 2007
Mellon Financial April 2003 - September 2004
Westlake Financial Group July 2001 - April 2003
Skills
SAS, Data Analysis, Analytics, Statistical Modeling, Marketing Strategy, Telco, Hospitality, QlikView, Customer Segmentation..., Data Manipulation, Statistical Data..., Project Management, Consulting, Predictive Modeling, Employee Benefits, Customer Insight, SPSS, Data Mining, R, Statistics, Logistic Regression, Database Marketing, Analysis, Marketing Analytics, Predictive Analytics, SAS programming, Strategy, Quantitative Analytics, Business Intelligence, Customer Analysis, CRM, Business Analytics, Databases, Multi-channel Marketing, Segmentation
Education
DePaul University 2007 — 2010
Masters of Science, Applied Statistics
Bradley University 1997 — 2001
Bachelor of Science, Marketing
University of Economics, Prague 2000 — 2000
Study Abroad, Economics
Experian October 2013 - Present
CAC Group, Inc. July 2010 - October 2013
Lincoln Financial Group July 2007 - June 2010
Lincoln Financial Group September 2004 - July 2007
Mellon Financial April 2003 - September 2004
Westlake Financial Group July 2001 - April 2003
Skills
SAS, Data Analysis, Analytics, Statistical Modeling, Marketing Strategy, Telco, Hospitality, QlikView, Customer Segmentation..., Data Manipulation, Statistical Data..., Project Management, Consulting, Predictive Modeling, Employee Benefits, Customer Insight, SPSS, Data Mining, R, Statistics, Logistic Regression, Database Marketing, Analysis, Marketing Analytics, Predictive Analytics, SAS programming, Strategy, Quantitative Analytics, Business Intelligence, Customer Analysis, CRM, Business Analytics, Databases, Multi-channel Marketing, Segmentation
Education
DePaul University 2007 — 2010
Masters of Science, Applied Statistics
Bradley University 1997 — 2001
Bachelor of Science, Marketing
University of Economics, Prague 2000 — 2000
Study Abroad, Economics
Andrew Hickman Andrew Hickman's Mellon Financial Experience 1997 - 1998
Job Self Employed Musician at Andrew Hickman
Industry Financial Services
Experience
Andrew Hickman September 1987 - Present
Bank of America April 2000 - June 2013
Mellon Financial 1997 - 1998
Skills
SQL, DBMS, MicroStrategy Reporting, Business Objects, Microsoft Publisher, Microsoft Applications, XML, Visual Basic, Access, Agile Methodologies, Agile Project Management, Audio Editing, Band, Business Analysis, Clarinet, Composition, Conducting, Credit Scoring, Customer Service, Dance, Data Analysis, Databases, Dreamweaver, Drums, Enterprise Architecture, Entertainment, Flute, Guitar, Guitarist, HTML, Jazz, Keyboards, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Music Industry, Music Production, Music Theory, Musicians, OS X, Percussion, Performance Tuning, Performing, Performing Arts, Photoshop, Piano, PowerPoint, Program Management, Recording
Education
University of Massachusetts Boston 2003 — 2004
Accounting
New England Conservatory of Music 2002 — 2003
Music Theory and Composition
Berklee College of Music 1996 — 1997
Music Performance
Green River Community College 1986 — 1990
Certificate in Professional Entertainment Training, Music
Andrew Hickman September 1987 - Present
Bank of America April 2000 - June 2013
Mellon Financial 1997 - 1998
Skills
SQL, DBMS, MicroStrategy Reporting, Business Objects, Microsoft Publisher, Microsoft Applications, XML, Visual Basic, Access, Agile Methodologies, Agile Project Management, Audio Editing, Band, Business Analysis, Clarinet, Composition, Conducting, Credit Scoring, Customer Service, Dance, Data Analysis, Databases, Dreamweaver, Drums, Enterprise Architecture, Entertainment, Flute, Guitar, Guitarist, HTML, Jazz, Keyboards, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Music Industry, Music Production, Music Theory, Musicians, OS X, Percussion, Performance Tuning, Performing, Performing Arts, Photoshop, Piano, PowerPoint, Program Management, Recording
Education
University of Massachusetts Boston 2003 — 2004
Accounting
New England Conservatory of Music 2002 — 2003
Music Theory and Composition
Berklee College of Music 1996 — 1997
Music Performance
Green River Community College 1986 — 1990
Certificate in Professional Entertainment Training, Music
Christine Rose Christine Rose's Mellon Financial Experience 1992 - 2002
Job Owner at Imani Massage
Industry Cosmetics
Experience
Imani Massage December 2012 - Present
Rolling River Massage November 2011 - Present
Liz's Hair Care August 2001 - Present
Roxbury Community College Foundation February 2012 - August 2012
Elizabeth Grady February 2011 - January 2012
Mission Hill Main Streets January 2008 - January 2010
YMCA Black Achievers 1996 - 2009
Mellon Financial 1992 - 2002
Skills
Fundraising, Public Speaking, Non-profits, Event Planning, Research, Workshop Facilitation, Customer Service, Microsoft Office, Leadership Development, Strategic Planning, Coaching, Microsoft Excel, PowerPoint, Social Media, Budgets, Team Building, Microsoft Word, Project Management, Organizational..., Event Management
Education
Cortiva Institute 2010 — 2010
Diploma, Massage Therapy
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2007
MBA, Entrepreneurial Studies
Boston University 1987 — 1992
BS, Speech Pathology
UMass Dartmouth
Humanities, Liberal Arts and Sciences, General Studies and Humanities
Imani Massage December 2012 - Present
Rolling River Massage November 2011 - Present
Liz's Hair Care August 2001 - Present
Roxbury Community College Foundation February 2012 - August 2012
Elizabeth Grady February 2011 - January 2012
Mission Hill Main Streets January 2008 - January 2010
YMCA Black Achievers 1996 - 2009
Mellon Financial 1992 - 2002
Skills
Fundraising, Public Speaking, Non-profits, Event Planning, Research, Workshop Facilitation, Customer Service, Microsoft Office, Leadership Development, Strategic Planning, Coaching, Microsoft Excel, PowerPoint, Social Media, Budgets, Team Building, Microsoft Word, Project Management, Organizational..., Event Management
Education
Cortiva Institute 2010 — 2010
Diploma, Massage Therapy
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2007
MBA, Entrepreneurial Studies
Boston University 1987 — 1992
BS, Speech Pathology
UMass Dartmouth
Humanities, Liberal Arts and Sciences, General Studies and Humanities
Jeffrey Nicholson's Mellon Financial Experience August 2005 - March 2006
Job SVP, Paid Media at VaynerMedia
Industry Marketing and Advertising
Experience
VaynerMedia May 2015 - Present
SocialCode January 2014 - April 2015
LeadKarma LLC (acquired by BankRate 7/13) January 2013 - December 2013
LeadKarma LLC May 2010 - December 2012
Avenue100 Media Solutions, Inc February 2009 - April 2010
LeadKarma LLC July 2007 - January 2009
iProspect March 2006 - June 2007
Mellon Financial August 2005 - March 2006
Skills
Lead Generation, CRM, RTB, Affiliate Marketing, PPC, SEM, SEO, Web Analytics, Google Analytics, Integrated Marketing, Entrepreneurship, Online Advertising, Customer Acquisition, Web Marketing, Advertising, Marketing, Strategy, Google Adwords, Online Marketing
Education
Babson College 2001 — 2005
B.S., Business Administration
VaynerMedia May 2015 - Present
SocialCode January 2014 - April 2015
LeadKarma LLC (acquired by BankRate 7/13) January 2013 - December 2013
LeadKarma LLC May 2010 - December 2012
Avenue100 Media Solutions, Inc February 2009 - April 2010
LeadKarma LLC July 2007 - January 2009
iProspect March 2006 - June 2007
Mellon Financial August 2005 - March 2006
Skills
Lead Generation, CRM, RTB, Affiliate Marketing, PPC, SEM, SEO, Web Analytics, Google Analytics, Integrated Marketing, Entrepreneurship, Online Advertising, Customer Acquisition, Web Marketing, Advertising, Marketing, Strategy, Google Adwords, Online Marketing
Education
Babson College 2001 — 2005
B.S., Business Administration
Arnold Manalo Arnold Manalo's Mellon Financial Experience August 2000 - June 2003
Job Unit clerk at North hills hospital
Industry Hospital & Health Care
Experience
North hills hospital May 2005 - August 2014
Manuel dodge November 2004 - February 2005
Neal Suzuki September 2004 - November 2004
Don Herring Mitsubishi June 2004 - August 2004
North Hills Lincoln Mercury July 2003 - June 2004
Mellon Financial August 2000 - June 2003
Skills
Hospitals, Patient Safety, HIPAA, CPR Certified, Medical Terminology, Clinical Research, Healthcare Management, Inpatient, Healthcare
Education
ATI Technical Training Center 1998 — 1999
Diploma, Medical/Clinical Assistant
University of North Texas
Bachelor of Education (B.Ed.), Kinesiology and Exercise Science
North hills hospital May 2005 - August 2014
Manuel dodge November 2004 - February 2005
Neal Suzuki September 2004 - November 2004
Don Herring Mitsubishi June 2004 - August 2004
North Hills Lincoln Mercury July 2003 - June 2004
Mellon Financial August 2000 - June 2003
Skills
Hospitals, Patient Safety, HIPAA, CPR Certified, Medical Terminology, Clinical Research, Healthcare Management, Inpatient, Healthcare
Education
ATI Technical Training Center 1998 — 1999
Diploma, Medical/Clinical Assistant
University of North Texas
Bachelor of Education (B.Ed.), Kinesiology and Exercise Science
Michelle McNaught Michelle McNaught's Mellon Financial Experience 1998 - 2000
Job Director, IT Project Management
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC May 2005 - Present
Sun Life Financial 2000 - 2005
Mellon Financial 1998 - 2000
Enterprise Bank (Enterprise Bancorp) 1990 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Systems Analysis, Cloud Computing, Requirements Gathering, IT Strategy, Business Requirements, SaaS, Business Process, Process Improvement, Program Management, Project Management, Applications..., Business Systems..., Cross Functional Team..., Business Intelligence, Enterprise Architecture, SQL, Vendor Management, Enterprise Software, Management, Integration
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
University of Massachusetts at Lowell
BS, Information Systems, Magna Cum Laude
RSA, The Security Division of EMC May 2005 - Present
Sun Life Financial 2000 - 2005
Mellon Financial 1998 - 2000
Enterprise Bank (Enterprise Bancorp) 1990 - 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Systems Analysis, Cloud Computing, Requirements Gathering, IT Strategy, Business Requirements, SaaS, Business Process, Process Improvement, Program Management, Project Management, Applications..., Business Systems..., Cross Functional Team..., Business Intelligence, Enterprise Architecture, SQL, Vendor Management, Enterprise Software, Management, Integration
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Business
University of Massachusetts at Lowell
BS, Information Systems, Magna Cum Laude
Scott Gilleland, CFA Scott Gilleland, CFA's Mellon Financial Experience 1989 - 1999
Job Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company September 1999 - Present
Mellon Financial 1989 - 1999
Skills
Asset Allocation, Strategic Financial..., Private Client Services, Diversification, Estate Planning, Hedge Funds, Portfolio Management, Finance, Fixed Income, Equities, Private Clients, High Net Worth..., Alternative Investments, Investment Strategies, Investment Management, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Bloomberg, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
Bucknell University 1985 — 1989
BA, Economics
Glenmede Trust Company September 1999 - Present
Mellon Financial 1989 - 1999
Skills
Asset Allocation, Strategic Financial..., Private Client Services, Diversification, Estate Planning, Hedge Funds, Portfolio Management, Finance, Fixed Income, Equities, Private Clients, High Net Worth..., Alternative Investments, Investment Strategies, Investment Management, Mutual Funds, Wealth Management, Investment Advisory, Asset Management, Bloomberg, Financial Planning
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
Bucknell University 1985 — 1989
BA, Economics
Jonathon Pickard, CPA Jonathon Pickard, CPA's Mellon Financial Experience 2001 - 2003
Job Senior Manager at Deloitte
Industry Consumer Goods
Experience
Deloitte Audit ManagerDeloitteAugust 2004 - August 2012
Mellon Financial 2001 - 2003
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Financial Analysis, CPA, Revenue Recognition, Tax, Consolidation, Corporate Tax, Financial Modeling, Forecasting, External Audit, Managerial Finance, Corporate Finance, IFRS, Big 4, Financial Audits, Business Planning
Education
Northeastern University 2002 — 2004
Accounting
Assumption College 1997 — 2001
Bachelor's, Economics
Deloitte Audit ManagerDeloitteAugust 2004 - August 2012
Mellon Financial 2001 - 2003
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, SEC filings, Auditing, GAAP, Financial Reporting, Accounting, Financial Accounting, Internal Audit, Financial Analysis, CPA, Revenue Recognition, Tax, Consolidation, Corporate Tax, Financial Modeling, Forecasting, External Audit, Managerial Finance, Corporate Finance, IFRS, Big 4, Financial Audits, Business Planning
Education
Northeastern University 2002 — 2004
Accounting
Assumption College 1997 — 2001
Bachelor's, Economics
Joseph Rossi Joseph Rossi's Mellon Financial Experience July 2001 - February 2005
Job Principal at TurtleBay Advisory Services LLC
Industry Financial Services
Experience
TurtleBay Advisory Services July 2011 - Present
Freddie Mac March 2005 - July 2011
Mellon Financial July 2001 - February 2005
JP Morgan Chase June 1994 - June 2001
JPMorgan Chase 1994 - 2001
Citigroup June 1975 - May 1994
Skills
IT Strategy, Asset Managment, Business Analysis, Financial Modeling, Financial Analysis, Asset Management, Risk Management, Portfolio Management, Operations Management, Financial Services, PMO, Strategy, Business Process..., Valuation, Capital Markets, Financial Risk, Credit Risk, Analytics, Fixed Income, Securities, Strategic Planning, Vendor Management, Equities, Process Engineering, Mergers & Acquisitions, Management Consulting, Due Diligence, Process Improvement, Program Management, Investments, Loans, Hedge Funds, Derivatives, Mortgage Lending, Banking, Enterprise Architecture, Operational Excellence, Business Transformation, Business Process..., Change Management
Education
Iona College 1977 — 1981
MBA, Finance
Bryant University 1971 — 1975
BS
TurtleBay Advisory Services July 2011 - Present
Freddie Mac March 2005 - July 2011
Mellon Financial July 2001 - February 2005
JP Morgan Chase June 1994 - June 2001
JPMorgan Chase 1994 - 2001
Citigroup June 1975 - May 1994
Skills
IT Strategy, Asset Managment, Business Analysis, Financial Modeling, Financial Analysis, Asset Management, Risk Management, Portfolio Management, Operations Management, Financial Services, PMO, Strategy, Business Process..., Valuation, Capital Markets, Financial Risk, Credit Risk, Analytics, Fixed Income, Securities, Strategic Planning, Vendor Management, Equities, Process Engineering, Mergers & Acquisitions, Management Consulting, Due Diligence, Process Improvement, Program Management, Investments, Loans, Hedge Funds, Derivatives, Mortgage Lending, Banking, Enterprise Architecture, Operational Excellence, Business Transformation, Business Process..., Change Management
Education
Iona College 1977 — 1981
MBA, Finance
Bryant University 1971 — 1975
BS
David M. Hill, CFP® David M. Hill, CFP®'s Mellon Financial Experience November 2001 - April 2006
Job Financial Advisor at Brinton Eaton
Industry Financial Services
Experience
Brinton Eaton May 2006 - Present
Mellon Financial November 2001 - April 2006
Morgan Stanley May 2000 - July 2001
Buck Consultants July 1996 - May 2000
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Financial Planning, Estate Planning, Tax Planning, Strategic Financial..., Financial Planners, Investment Management
Education
Rutgers University-New Brunswick 1993 — 1996
BA, Economics
Bryant University 1991 — 1993
Economics
Scotch Plains-Fanwood High School 1987 — 1991
Brinton Eaton May 2006 - Present
Mellon Financial November 2001 - April 2006
Morgan Stanley May 2000 - July 2001
Buck Consultants July 1996 - May 2000
Skills
Asset Allocation, Retirement Planning, Investment Strategies, Financial Planning, Estate Planning, Tax Planning, Strategic Financial..., Financial Planners, Investment Management
Education
Rutgers University-New Brunswick 1993 — 1996
BA, Economics
Bryant University 1991 — 1993
Economics
Scotch Plains-Fanwood High School 1987 — 1991
Greg Silver Streak Witkowski Greg Silver Streak Witkowski's Mellon Financial Experience June 1997 - August 2004
Job Traffic Manager at 84 Lumber Company
Industry Transportation/Trucking/Railroad
Experience
84 Lumber Company October 2014 - Present
St. Therese School 2009 - Present
Roland Trucking June 2014 - October 2014
Abel Express October 2013 - June 2014
PGT Trucking August 2013 - October 2013
Kaplan Career Institute July 2003 - March 2013
Agency Motor Club, Inc/E.F March 2005 - October 2006
Mellon Financial June 1997 - August 2004
Skills
Writing, Managing, Coaching, Curriculum Design, Team Building, Teaching, Public Speaking, Mentoring, Leadership Development, Higher Education, Resume Writing, Research, Management, Staff Development, E-Learning, Training, Adult Education, Curriculum Development, Time Management, Career Development, Academic Advising, Instructional Design, Classroom, Student Counseling, Career Counseling, Educational Leadership, Student Affairs, Retaining Customers, Enrollment Management, Student Recruiting, Admissions, Community Outreach, Employee Training, College Teaching, Distance Learning, Campus, Interviews, Fundraising, Academic Administration, Job Search Strategies, Event Planning, College Recruiting, Instructional Technology, Accreditation, Academia, Editing, Leadership, CampusVue, Organizational..., Student Engagement
Education
Point Park University 1996 — 2000
BA, English, Magna cum Laude
Kaplan Career Institute-Pittsburgh
Kaplan Career Institute-Pittsburgh
West Mifflin HS
84 Lumber Company October 2014 - Present
St. Therese School 2009 - Present
Roland Trucking June 2014 - October 2014
Abel Express October 2013 - June 2014
PGT Trucking August 2013 - October 2013
Kaplan Career Institute July 2003 - March 2013
Agency Motor Club, Inc/E.F March 2005 - October 2006
Mellon Financial June 1997 - August 2004
Skills
Writing, Managing, Coaching, Curriculum Design, Team Building, Teaching, Public Speaking, Mentoring, Leadership Development, Higher Education, Resume Writing, Research, Management, Staff Development, E-Learning, Training, Adult Education, Curriculum Development, Time Management, Career Development, Academic Advising, Instructional Design, Classroom, Student Counseling, Career Counseling, Educational Leadership, Student Affairs, Retaining Customers, Enrollment Management, Student Recruiting, Admissions, Community Outreach, Employee Training, College Teaching, Distance Learning, Campus, Interviews, Fundraising, Academic Administration, Job Search Strategies, Event Planning, College Recruiting, Instructional Technology, Accreditation, Academia, Editing, Leadership, CampusVue, Organizational..., Student Engagement
Education
Point Park University 1996 — 2000
BA, English, Magna cum Laude
Kaplan Career Institute-Pittsburgh
Kaplan Career Institute-Pittsburgh
West Mifflin HS
Bryan Smith Bryan Smith's Mellon Financial Experience 2003 - 2003
Job Senior Vice President, Chief Human Resources Officer at Nasdaq
Industry Financial Services
Experience
Nasdaq August 2012 - Present
Meridian Compensation Partners, LLC June 2010 - August 2012
Hewitt Associates November 2008 - July 2010
Hewitt Associates December 2007 - November 2008
Hewitt Associates January 2006 - December 2007
Hewitt Associates 2004 - 2006
Hewitt Associates 2003 - 2004
Mellon Financial 2003 - 2003
Hewitt Associates 2000 - 2003
Skills
Incentive Programs, Compensation Structure..., Executive Pay, Deferred Compensation, Market Pricing, HR Consulting, Employee Benefits, Organizational Design, Performance Management, Talent Management, HRIS, Workforce Planning, Employee Engagement, Succession Planning, Mergers, Compensation Structures, Change Management, Outsourcing, Mergers & Acquisitions, Management, Management Consulting, Restructuring, Personnel Management, Leadership, Human Resources, Employee Relations, Defined Contribution, Compensation, Acquisition Integration, Strategic HR, Job Evaluation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management and International Business, With Distinction
Boston College
BA, Economics, Cum Laude
Nasdaq August 2012 - Present
Meridian Compensation Partners, LLC June 2010 - August 2012
Hewitt Associates November 2008 - July 2010
Hewitt Associates December 2007 - November 2008
Hewitt Associates January 2006 - December 2007
Hewitt Associates 2004 - 2006
Hewitt Associates 2003 - 2004
Mellon Financial 2003 - 2003
Hewitt Associates 2000 - 2003
Skills
Incentive Programs, Compensation Structure..., Executive Pay, Deferred Compensation, Market Pricing, HR Consulting, Employee Benefits, Organizational Design, Performance Management, Talent Management, HRIS, Workforce Planning, Employee Engagement, Succession Planning, Mergers, Compensation Structures, Change Management, Outsourcing, Mergers & Acquisitions, Management, Management Consulting, Restructuring, Personnel Management, Leadership, Human Resources, Employee Relations, Defined Contribution, Compensation, Acquisition Integration, Strategic HR, Job Evaluation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management and International Business, With Distinction
Boston College
BA, Economics, Cum Laude
Brian Butler Brian Butler's Mellon Financial Experience January 2002 - September 2003
Job Account Executive at Skyline Boston
Industry Marketing and Advertising
Experience
Skyline Boston March 2006 - Present
Russell Mellon Analytical Services February 2005 - March 2006
Russell Mellon Analytical Services September 2003 - March 2005
Mellon Financial January 2002 - September 2003
Skills
Sales Management, Performance Management, New Business Development, Graphics, Marketing, Marketing Strategy, Trade Shows, Account Management, Marketing Communications, Event Management, Brand Management, Budgets, Management, Leadership, Start-ups, Sales, Customer Service, Event Planning, Strategy, Training, Retail, Online Marketing
Education
Boston University 1998 — 2001
BS
University of Vermont 1996 — 1997
The Pingree School 1992 — 1995
Skyline Boston March 2006 - Present
Russell Mellon Analytical Services February 2005 - March 2006
Russell Mellon Analytical Services September 2003 - March 2005
Mellon Financial January 2002 - September 2003
Skills
Sales Management, Performance Management, New Business Development, Graphics, Marketing, Marketing Strategy, Trade Shows, Account Management, Marketing Communications, Event Management, Brand Management, Budgets, Management, Leadership, Start-ups, Sales, Customer Service, Event Planning, Strategy, Training, Retail, Online Marketing
Education
Boston University 1998 — 2001
BS
University of Vermont 1996 — 1997
The Pingree School 1992 — 1995
David Giovannitti's Mellon Financial Experience 1996 - 2003
Job Senior Investment Strategist
Industry Financial Services
Experience
Wells Fargo August 2003 - Present
Mellon Financial 1996 - 2003
Skills
Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Equities, Hedge Funds, Securities, Investments, Asset Managment, Financial Advisory, Retirement Planning, Strategic Financial..., Trading, Estate Planning, Credit, Risk Management, Financial Modeling, Due Diligence, Mutual Funds, Asset Management, Fixed Income
Education
Arizona State University 1993 — 1995
Master of Business Administration (M.B.A.)
Duquesne University 1988 — 1992
Bachelor of Arts (B.A.)
Wells Fargo August 2003 - Present
Mellon Financial 1996 - 2003
Skills
Wealth Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Equities, Hedge Funds, Securities, Investments, Asset Managment, Financial Advisory, Retirement Planning, Strategic Financial..., Trading, Estate Planning, Credit, Risk Management, Financial Modeling, Due Diligence, Mutual Funds, Asset Management, Fixed Income
Education
Arizona State University 1993 — 1995
Master of Business Administration (M.B.A.)
Duquesne University 1988 — 1992
Bachelor of Arts (B.A.)
Dominick Clemente's Mellon Financial Experience
Job Vice President at Mellon Financial
Industry Banking
Experience
Mellon Financial
Education
Baruch College, City University of New York (CUNY)
Mellon Financial
Education
Baruch College, City University of New York (CUNY)
Nancy Emerson's Mellon Financial Experience July 1996 - April 2005
Job Vice President, Customer Insights at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments March 2011 - Present
Buck Consultants February 2006 - March 2011
Mellon Financial July 1996 - April 2005
Skills
Employee Benefits, Talent Management, Performance Management, Strategy, Change Management, Employee Engagement, Deferred Compensation, Organizational Design, Human Resources, Mergers & Acquisitions, Management Consulting, Outsourcing, Vendor Management, Leadership, Strategic Planning, Financial Services, 401k, Retirement, Organizational...
Education
Teachers College of Columbia University 1999 — 2001
M.A., Education
Boston University Questrom School of Business 1991 — 1994
M.S., Business
Fidelity Investments March 2015 - Present
Fidelity Investments March 2011 - Present
Buck Consultants February 2006 - March 2011
Mellon Financial July 1996 - April 2005
Skills
Employee Benefits, Talent Management, Performance Management, Strategy, Change Management, Employee Engagement, Deferred Compensation, Organizational Design, Human Resources, Mergers & Acquisitions, Management Consulting, Outsourcing, Vendor Management, Leadership, Strategic Planning, Financial Services, 401k, Retirement, Organizational...
Education
Teachers College of Columbia University 1999 — 2001
M.A., Education
Boston University Questrom School of Business 1991 — 1994
M.S., Business
Jarrad Glennon's Mellon Financial Experience 2002 - 2003
Job Versatile, entrepreneuriallyminded professional
Industry Venture Capital & Private Equity
Experience
Self Employed 2013 - Present
Santander Bank, N.A. 2011 - 2013
Passport Equity Partners 2010 - 2012
First Financial Trust 2009 - 2010
BNY Mellon Wealth Management 2006 - 2009
BNY Mellon Wealth Management 2003 - 2005
Mellon Financial 2002 - 2003
Skills
Investments, Sales, Entrepreneurship, Management, Strategy, Small Business, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis
Education
Babson College 2010 — 2011
Master of Business Administration (M.B.A.)
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Finance
Thayer Academy 1991 — 1997
Self Employed 2013 - Present
Santander Bank, N.A. 2011 - 2013
Passport Equity Partners 2010 - 2012
First Financial Trust 2009 - 2010
BNY Mellon Wealth Management 2006 - 2009
BNY Mellon Wealth Management 2003 - 2005
Mellon Financial 2002 - 2003
Skills
Investments, Sales, Entrepreneurship, Management, Strategy, Small Business, Mergers & Acquisitions, Portfolio Management, Finance, Financial Analysis
Education
Babson College 2010 — 2011
Master of Business Administration (M.B.A.)
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Finance
Thayer Academy 1991 — 1997
Eric Silberzweig's Mellon Financial Experience April 2002 - April 2003
Job Vice President, Administration and Finance at LifeStream Inc.
Industry Nonprofit Organization Management
Experience
LifeStream Inc February 2011 - Present
American Career Institute December 2009 - October 2010
Hesser College/Kaplan May 2009 - December 2009
ACI Worldwide November 2007 - July 2008
The Art Institute of California - San Francisco March 2004 - November 2007
Mellon Financial April 2002 - April 2003
Russell/Mellon Analytical Services May 1999 - April 2002
Mellon Financial January 1998 - March 1999
Mellon Financial September 1994 - January 1998
The Boston Company 1988 - 1994
Skills
Forecasting, Budgets, Financial Analysis, Finance, Strategic Planning, Management, Financial Modeling, Accounting, Strategic Financial..., Strategy, Expense Management, Process Improvement, Auditing, Financial Goals, Sarbanes-Oxley Act, Human Resources, Budgeting, SOX, Compliance, FP&A, Nonprofits, Non-profit..., Leadership, Training, Analysis
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
North Adams State College 1981 — 1985
BS, Finance and Management
LifeStream Inc February 2011 - Present
American Career Institute December 2009 - October 2010
Hesser College/Kaplan May 2009 - December 2009
ACI Worldwide November 2007 - July 2008
The Art Institute of California - San Francisco March 2004 - November 2007
Mellon Financial April 2002 - April 2003
Russell/Mellon Analytical Services May 1999 - April 2002
Mellon Financial January 1998 - March 1999
Mellon Financial September 1994 - January 1998
The Boston Company 1988 - 1994
Skills
Forecasting, Budgets, Financial Analysis, Finance, Strategic Planning, Management, Financial Modeling, Accounting, Strategic Financial..., Strategy, Expense Management, Process Improvement, Auditing, Financial Goals, Sarbanes-Oxley Act, Human Resources, Budgeting, SOX, Compliance, FP&A, Nonprofits, Non-profit..., Leadership, Training, Analysis
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
North Adams State College 1981 — 1985
BS, Finance and Management
Venkat Reddy Pottululla's Mellon Financial Experience 1997 - 2001
Job Director of Software Development at Gelsons
Industry Computer Software
Experience
Gelsons June 2012 - Present
Esri April 2002 - June 2012
FMC May 2001 - March 2002
Mellon Financial 1997 - 2001
Skills
Design/Development Of..., Mentoring Of Staff, Software Project..., .NET, Project Management, Software Development, Mobile Devices, E-commerce, Agile Methodologies, Cloud Computing, Enterprise Architecture, XML, Scrum, Enterprise Software, SDLC, Web Services
Education
New Jersey Institute of Technology 1996 — 1997
MS, Computer Science
Andhra University 1990 — 1994
Bachelor of Engineering (B.E.)
University of California, Berkeley
Gelsons June 2012 - Present
Esri April 2002 - June 2012
FMC May 2001 - March 2002
Mellon Financial 1997 - 2001
Skills
Design/Development Of..., Mentoring Of Staff, Software Project..., .NET, Project Management, Software Development, Mobile Devices, E-commerce, Agile Methodologies, Cloud Computing, Enterprise Architecture, XML, Scrum, Enterprise Software, SDLC, Web Services
Education
New Jersey Institute of Technology 1996 — 1997
MS, Computer Science
Andhra University 1990 — 1994
Bachelor of Engineering (B.E.)
University of California, Berkeley
Stu Treitel's Mellon Financial Experience 2002 - 2003
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
ACS (formerly Mellon) 2002 - Present
Mellon HR Solutions 2001 - 2004
Mellon Financial 2002 - 2003
InterGlobal Multimedia 1994 - 2002
Merill Lynch 1995 - 1996
Education
Brandeis University 1988 — 1992
ACS (formerly Mellon) 2002 - Present
Mellon HR Solutions 2001 - 2004
Mellon Financial 2002 - 2003
InterGlobal Multimedia 1994 - 2002
Merill Lynch 1995 - 1996
Education
Brandeis University 1988 — 1992
Pamela Paultre's Mellon Financial Experience August 2005 - December 2005
Job Governmental Aide
Industry Government Administration
Experience
Florida Public Service Commission October 2010 - Present
Florida House of Representatives December 2007 - October 2010
Law Firm of Gregory Monaldi, P.A. February 2007 - December 2007
Haiti Democracy Project September 2006 - December 2006
U.S. Chamber of Commerce August 2006 - December 2006
Bank of New York Mellon 2005 - 2006
Mellon Financial August 2005 - December 2005
Skills
Public Speaking, Public Policy, Economic Development, Policy Analysis, Government, Fundraising, Politics, Policy, Political Campaigns, Non-profits, Strategic Communications, Strategic Planning, Nonprofits, Event Planning, Legislative Relations, Grassroots Organizing, Legal Research, Legislation, Community Outreach, Community Development, Political Science, Political Consulting, Legislative Affairs, Governmental Affairs
Education
University of Miami - School of Business 2004 — 2007
B.B.A, Political Science
American University 2006 — 2006
Peace & Conflict Resolution, study abroad portion in Bosnia, Serbia and Croatia
Florida Public Service Commission October 2010 - Present
Florida House of Representatives December 2007 - October 2010
Law Firm of Gregory Monaldi, P.A. February 2007 - December 2007
Haiti Democracy Project September 2006 - December 2006
U.S. Chamber of Commerce August 2006 - December 2006
Bank of New York Mellon 2005 - 2006
Mellon Financial August 2005 - December 2005
Skills
Public Speaking, Public Policy, Economic Development, Policy Analysis, Government, Fundraising, Politics, Policy, Political Campaigns, Non-profits, Strategic Communications, Strategic Planning, Nonprofits, Event Planning, Legislative Relations, Grassroots Organizing, Legal Research, Legislation, Community Outreach, Community Development, Political Science, Political Consulting, Legislative Affairs, Governmental Affairs
Education
University of Miami - School of Business 2004 — 2007
B.B.A, Political Science
American University 2006 — 2006
Peace & Conflict Resolution, study abroad portion in Bosnia, Serbia and Croatia
Steven Lipiner's Mellon Financial Experience April 2005 - July 2007
Job Global Chief Financial Officer BNY Mellon Investment Management at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon July 2007 - Present
Boston Healthcare for the Homeless Program (BHCHP) May 2007 - Present
Mellon Financial April 2005 - July 2007
Mellon Financial October 2002 - April 2005
Fleet Bank July 1999 - September 2002
BankBoston May 1990 - July 1999
Education
Baruch College, City University of New York (CUNY)
M.B.A., Finance
University at Buffalo
B.A., Political Science
Bank of New York Mellon July 2007 - Present
Boston Healthcare for the Homeless Program (BHCHP) May 2007 - Present
Mellon Financial April 2005 - July 2007
Mellon Financial October 2002 - April 2005
Fleet Bank July 1999 - September 2002
BankBoston May 1990 - July 1999
Education
Baruch College, City University of New York (CUNY)
M.B.A., Finance
University at Buffalo
B.A., Political Science
Stephen E Donovan's Mellon Financial Experience 1989 - 1998
Job CAO, Global Collateral Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
Melissa Doyle's Mellon Financial Experience October 1994 - October 1998
Job Communications Executive | PR Manager at Deloitte
Industry Public Relations and Communications
Experience
Fidelity Investments Devonshire Investors March 2007 - June 2012
Goodwin Procter LLP May 2001 - March 2007
Fidelity Investments July 2000 - May 2001
Fidelity Investments Institutional Services Company October 1998 - 2000
Mellon Financial October 1994 - October 1998
Skills
Media Relations, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Content Development, Communication Training, Marketing, Messaging, Corporate Communications, Public Relations, Reputation Management, Message Development
Education
Boston University
MS, Corporate Public Relations
Tufts University
BA, Classics
Fidelity Investments Devonshire Investors March 2007 - June 2012
Goodwin Procter LLP May 2001 - March 2007
Fidelity Investments July 2000 - May 2001
Fidelity Investments Institutional Services Company October 1998 - 2000
Mellon Financial October 1994 - October 1998
Skills
Media Relations, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Content Development, Communication Training, Marketing, Messaging, Corporate Communications, Public Relations, Reputation Management, Message Development
Education
Boston University
MS, Corporate Public Relations
Tufts University
BA, Classics
David Tufo's Mellon Financial Experience 1999 - 2000
Job Vice President at BBH
Industry Financial Services
Experience
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman July 2000 - July 2015
Mellon Financial 1999 - 2000
Skills
Corporate Actions, Securities, Securities Lending, Global Custody, Middle Office, Financial Services, Settlement, Asset Managment, Risk Management, Relationship Management, Asset Management, Equities, Bloomberg, Mutual Funds, Fixed Income, Operational Risk, Cash Management, Bloomberg Terminal, Collateral Management, Fund Accounting
Education
Boston University Questrom School of Business 2001 — 2007
MBA
Stonehill College 1995 — 1999
Finance, General
Brown Brothers Harriman August 2015 - Present
Brown Brothers Harriman July 2000 - July 2015
Mellon Financial 1999 - 2000
Skills
Corporate Actions, Securities, Securities Lending, Global Custody, Middle Office, Financial Services, Settlement, Asset Managment, Risk Management, Relationship Management, Asset Management, Equities, Bloomberg, Mutual Funds, Fixed Income, Operational Risk, Cash Management, Bloomberg Terminal, Collateral Management, Fund Accounting
Education
Boston University Questrom School of Business 2001 — 2007
MBA
Stonehill College 1995 — 1999
Finance, General
Jayne Reuter's Mellon Financial Experience September 2002 - April 2003
Job Neophyte Warriors Coach at Philadelphia Flying Phoenix
Industry Nonprofit Organization Management
Experience
Resources for Human Development October 2008 - Present
Philadelphia Flying Phoenix January 2013 - Present
Dragon Boat Club June 2011 - August 2012
State of Rhode Island Budget Office March 2005 - May 2008
Showa University 2003 - 2005
Mellon Financial September 2002 - April 2003
Brown Brothers Harriman June 2000 - April 2002
Brown Brothers Harriman & Co. (BBH) 2000 - 2002
Skills
Prioritization, Time Management, Managing Employees, Non-profits, Management, Budgets
Education
Suffolk University 2003 — 2004
Master of Science, International Economics
Bentley University 1996 — 2000
Bachelor of Arts, International Culture and Economy
Resources for Human Development October 2008 - Present
Philadelphia Flying Phoenix January 2013 - Present
Dragon Boat Club June 2011 - August 2012
State of Rhode Island Budget Office March 2005 - May 2008
Showa University 2003 - 2005
Mellon Financial September 2002 - April 2003
Brown Brothers Harriman June 2000 - April 2002
Brown Brothers Harriman & Co. (BBH) 2000 - 2002
Skills
Prioritization, Time Management, Managing Employees, Non-profits, Management, Budgets
Education
Suffolk University 2003 — 2004
Master of Science, International Economics
Bentley University 1996 — 2000
Bachelor of Arts, International Culture and Economy
Christiaan Brokaw's Mellon Financial Experience June 1998 - April 2005
Job Area Senior Vice President, Institutional Investment & Fiduciary Services, Arthur J. Gallagher & Co.
Industry Financial Services
Experience
Arthur J. Gallagher & Co. April 2005 - Present
Mellon Financial June 1998 - April 2005
Navigant Consulting January 1997 - June 1998
Skills
Chartered Financial..., Accredited Investment..., Investments, Pensions, Asset Allocation, Portfolio Management, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, FInance
American University 1988 — 1991
BA, International Studies
Arthur J. Gallagher & Co. April 2005 - Present
Mellon Financial June 1998 - April 2005
Navigant Consulting January 1997 - June 1998
Skills
Chartered Financial..., Accredited Investment..., Investments, Pensions, Asset Allocation, Portfolio Management, Mutual Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, FInance
American University 1988 — 1991
BA, International Studies
Keith Traverse's Mellon Financial Experience September 1999 - July 2005
Job Associate Vice President at FICAM
Industry Financial Services
Experience
BNY Mellon (Fixed Income and Cash Asset Management) 2008 - Present
BNY Mellon August 2005 - January 2008
Standish Mellon Asset Management August 2005 - January 2008
mellon financial September 1999 - July 2005
JET program July 1998 - July 1999
Education
Boston University 2008 — 2011
MBA, Stategic business analysis
Boston University Questrom School of Business 2008 — 2011
MBA, finance
Boston College 1994 — 1998
bachelor of arts, psychology
BNY Mellon (Fixed Income and Cash Asset Management) 2008 - Present
BNY Mellon August 2005 - January 2008
Standish Mellon Asset Management August 2005 - January 2008
mellon financial September 1999 - July 2005
JET program July 1998 - July 1999
Education
Boston University 2008 — 2011
MBA, Stategic business analysis
Boston University Questrom School of Business 2008 — 2011
MBA, finance
Boston College 1994 — 1998
bachelor of arts, psychology
Kimberly Hoang's Mellon Financial Experience July 2000 - October 2004
Job Vice President, Nuveen Investments LLC
Industry Investment Management
Experience
CCBRT (Comprehensive Community Based Rehabilitation in Tanzania) 2015 - 2015
Nuveen Investments October 2011 - February 2014
Ares Management LLC July 2007 - September 2011
Western Asset Management October 2004 - June 2006
Mellon Financial July 2000 - October 2004
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equities, Mutual Funds, Asset Managment, Securities, Alternative Investments, Bonds, Portfolio Management, Investments, Capital Markets, Settlement, Financial Analysis, Software Implementation, G/L Reconciliations, Account Reconciliation, Financial Reporting, Performance Measurement, Performance Management, Strategic Planning, Data Analysis, Structured Products, Accounting, Investment Management, Bloomberg Terminal, Cash Management, Asset Allocation, Asset Management, Fund Of Funds, Corporate Actions, Valuation, Management, Financial Modeling, Strategy, Finance, Investment Banking, Risk Management, Financial Services, Mergers, Leadership, Project Management, Analysis, Due Diligence, Business Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Peking University 2014 — 2014
Elective
SDA Bocconi 2014 — 2014
Elective
The Chinese University of Hong Kong 2014 — 2014
Elective
Boston College 1994 — 1998
Bachelor of Arts (BA)
CCBRT (Comprehensive Community Based Rehabilitation in Tanzania) 2015 - 2015
Nuveen Investments October 2011 - February 2014
Ares Management LLC July 2007 - September 2011
Western Asset Management October 2004 - June 2006
Mellon Financial July 2000 - October 2004
Skills
Bloomberg, Fixed Income, Hedge Funds, Derivatives, Equities, Mutual Funds, Asset Managment, Securities, Alternative Investments, Bonds, Portfolio Management, Investments, Capital Markets, Settlement, Financial Analysis, Software Implementation, G/L Reconciliations, Account Reconciliation, Financial Reporting, Performance Measurement, Performance Management, Strategic Planning, Data Analysis, Structured Products, Accounting, Investment Management, Bloomberg Terminal, Cash Management, Asset Allocation, Asset Management, Fund Of Funds, Corporate Actions, Valuation, Management, Financial Modeling, Strategy, Finance, Investment Banking, Risk Management, Financial Services, Mergers, Leadership, Project Management, Analysis, Due Diligence, Business Analysis
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Peking University 2014 — 2014
Elective
SDA Bocconi 2014 — 2014
Elective
The Chinese University of Hong Kong 2014 — 2014
Elective
Boston College 1994 — 1998
Bachelor of Arts (BA)
Sharon (Graeb) Marks's Mellon Financial Experience 1997 - 2000
Job Project Manager at Income Research & Management
Industry Financial Services
Experience
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Steve Boor's Mellon Financial Experience November 1995 - August 2000
Job Managing Director, Global Client Information Delivery Products at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2000 - September 2015
Mellon Financial November 1995 - August 2000
Mellon Financial October 1989 - November 1995
Design Options, Inc. 1982 - 1989
Skills
Business Analysis, Fixed Income, Global Custody, Financial Services, Risk Management, Requirements Analysis, Portfolio Management, Capital Markets, Financial Markets, Derivatives, Back Office, Mutual Funds, Banking, Hedge Funds, SDLC, Equities, Asset Management, Securities, Middle Office, Relationship Management, Investments, Corporate Actions, Bloomberg, Alternative Investments, FX Options
Education
Boston University 1976 — 1981
Bachelor of Arts (B.A.), Psychology
Worcester Polytechnic Institute
Engineering
BNY Mellon August 2000 - September 2015
Mellon Financial November 1995 - August 2000
Mellon Financial October 1989 - November 1995
Design Options, Inc. 1982 - 1989
Skills
Business Analysis, Fixed Income, Global Custody, Financial Services, Risk Management, Requirements Analysis, Portfolio Management, Capital Markets, Financial Markets, Derivatives, Back Office, Mutual Funds, Banking, Hedge Funds, SDLC, Equities, Asset Management, Securities, Middle Office, Relationship Management, Investments, Corporate Actions, Bloomberg, Alternative Investments, FX Options
Education
Boston University 1976 — 1981
Bachelor of Arts (B.A.), Psychology
Worcester Polytechnic Institute
Engineering
Edwin Pierre's Mellon Financial Experience November 2001 - August 2005
Job Director, Wealth Management Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2013 - Present
Fidelity Management and Research Company 2011 - April 2013
Fidelity Investments 2009 - 2011
The Hartford June 2008 - August 2008
The Bank of New York Mellon August 2005 - August 2007
Mellon Financial November 2001 - August 2005
Merrill Lynch June 2000 - June 2001
Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration & Master of Science in Finance
Fidelity Investments April 2013 - Present
Fidelity Management and Research Company 2011 - April 2013
Fidelity Investments 2009 - 2011
The Hartford June 2008 - August 2008
The Bank of New York Mellon August 2005 - August 2007
Mellon Financial November 2001 - August 2005
Merrill Lynch June 2000 - June 2001
Skills
Equities, Portfolio Management, Investments, Due Diligence, Analysis, Financial Modeling, Leadership, Mutual Funds, Wealth Management, CRM, Financial Services, Derivatives, Management, Product Management, Investment Strategies, Financial Analysis, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
Master of Business Administration & Master of Science in Finance
Peter Sloan's Mellon Financial Experience June 2003 - February 2006
Job Fiscal Analytics Manager at Allegheny County Department of Human Services
Industry Education Management
Experience
Allegheny County Department of Human Services July 2015 - Present
Boston Public Schools October 2011 - Present
Boston Public Schools February 2013 - July 2015
Wells Fargo February 2006 - January 2012
Mellon Financial June 2003 - February 2006
Skills
Management, Strategic Planning, Financial Analysis, Business Analysis, Analytics, Research, Financial Modeling, Financial Services, Mutual Funds, Leadership, Strategy
Education
Boston University - School of Management 2007 — 2010
MBA, Finance and Strategy
Brandeis University 1999 — 2003
Bachelors Degree, Economics
Allegheny County Department of Human Services July 2015 - Present
Boston Public Schools October 2011 - Present
Boston Public Schools February 2013 - July 2015
Wells Fargo February 2006 - January 2012
Mellon Financial June 2003 - February 2006
Skills
Management, Strategic Planning, Financial Analysis, Business Analysis, Analytics, Research, Financial Modeling, Financial Services, Mutual Funds, Leadership, Strategy
Education
Boston University - School of Management 2007 — 2010
MBA, Finance and Strategy
Brandeis University 1999 — 2003
Bachelors Degree, Economics
Christopher Provost's Mellon Financial Experience May 2002 - May 2005
Job Business Analyst at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon June 2005 - Present
Mellon Financial May 2002 - May 2005
Mellon Financial October 1997 - April 2002
Mellon Financial September 1995 - March 1997
Education
Bentley University 1988 — 1993
The Bank of New York Mellon June 2005 - Present
Mellon Financial May 2002 - May 2005
Mellon Financial October 1997 - April 2002
Mellon Financial September 1995 - March 1997
Education
Bentley University 1988 — 1993
Nora Chu's Mellon Financial Experience 1998 - 2006
Job Sr. Budget Analyst at Boston College
Industry Higher Education
Experience
Boston College March 2014 - Present
Mellon Financial 1998 - 2006
Skills
Financial Analysis, Accounting, Microsoft Office, Research, Analysis, Forecasting, PeopleSoft, Budgeting, Excel, Funding, Financial Reporting, Administration, Spreadsheets, Cognos BI, TM1
Education
Boston College 1991 — 1995
Boston College March 2014 - Present
Mellon Financial 1998 - 2006
Skills
Financial Analysis, Accounting, Microsoft Office, Research, Analysis, Forecasting, PeopleSoft, Budgeting, Excel, Funding, Financial Reporting, Administration, Spreadsheets, Cognos BI, TM1
Education
Boston College 1991 — 1995
Rob Delle Donne's Mellon Financial Experience 2000 - 2006
Job Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2006 - Present
Wells Fargo 2006 - Present
Mellon Financial 2000 - 2006
Bank of New York Mellon 2000 - 2006
Mellon Financial 1999 - 2006
Inacom 1998 - 1999
Inacom 1998 - 1999
CNG Gas 1998 - 1998
Skills
Vendor Management, Active Directory, Microsoft SCCM, 1E Products, SCCM, ITIL, Disaster Recovery, Data Center, IT Management, Windows Server, IT Strategy, Citrix, Visio, VMware, IT Service Management, Virtualization, Windows 7, Integration, IT Operations, Security, Servers, Infrastructure, Microsoft Exchange, Information Security, SharePoint, Business Continuity, VMware ESX, Technical Support, Business Analysis, VBScript, Troubleshooting, System Deployment, Enterprise Architecture, Microsoft Certified..., Software Documentation, XP, Microsoft Technologies, System Administration, Operating Systems
Education
Allegheny College 1987 — 1991
BS, Economics
Wells Fargo June 2006 - Present
Wells Fargo 2006 - Present
Mellon Financial 2000 - 2006
Bank of New York Mellon 2000 - 2006
Mellon Financial 1999 - 2006
Inacom 1998 - 1999
Inacom 1998 - 1999
CNG Gas 1998 - 1998
Skills
Vendor Management, Active Directory, Microsoft SCCM, 1E Products, SCCM, ITIL, Disaster Recovery, Data Center, IT Management, Windows Server, IT Strategy, Citrix, Visio, VMware, IT Service Management, Virtualization, Windows 7, Integration, IT Operations, Security, Servers, Infrastructure, Microsoft Exchange, Information Security, SharePoint, Business Continuity, VMware ESX, Technical Support, Business Analysis, VBScript, Troubleshooting, System Deployment, Enterprise Architecture, Microsoft Certified..., Software Documentation, XP, Microsoft Technologies, System Administration, Operating Systems
Education
Allegheny College 1987 — 1991
BS, Economics
Schlosser Erin's Mellon Financial Experience March 2008 - Present
Job Treasury Ops Analyst Team Ldr/Spec at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2009 - Present
Mellon Financial March 2008 - Present
Bank of New York Mellon 2006 - Present
Mellon Financial December 2006 - March 2008
Education
Allegheny College 2001 — 2006
BA, Communications
BNY Mellon April 2009 - Present
Mellon Financial March 2008 - Present
Bank of New York Mellon 2006 - Present
Mellon Financial December 2006 - March 2008
Education
Allegheny College 2001 — 2006
BA, Communications
Kristina Glasier's Mellon Financial Experience 1997 - January 2002
Job Employee Relations Consultant at Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon January 2002 - Present
Mellon Financial 1997 - January 2002
Mellon Financial 1995 - 1997
Education
Bentley University
HR Certificate Program
University of Southern Maine 1990 — 1993
B.S., Communication
The Bank of New York Mellon January 2002 - Present
Mellon Financial 1997 - January 2002
Mellon Financial 1995 - 1997
Education
Bentley University
HR Certificate Program
University of Southern Maine 1990 — 1993
B.S., Communication
Brian McClusky's Mellon Financial Experience November 2001 - February 2007
Job Assistant Vice President, Human Resources at Citigroup
Industry Financial Services
Experience
Citigroup March 2007 - Present
Mellon Financial November 2001 - February 2007
John Hancock August 1996 - April 1999
Education
Boston University 1997 — 2001
M.S., Organizational Development
Bentley University 1990 — 1994
B.S., Management
Citigroup March 2007 - Present
Mellon Financial November 2001 - February 2007
John Hancock August 1996 - April 1999
Education
Boston University 1997 — 2001
M.S., Organizational Development
Bentley University 1990 — 1994
B.S., Management
Andrei Jorin's Mellon Financial Experience August 2000 - August 2005
Job VP
Industry Information Technology and Services
Experience
Citigroup July 2005 - Present
Mellon Financial August 2000 - August 2005
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Business Analysis, SDLC, Risk Management, Requirements Gathering, Capital Markets, Bloomberg, Market Data, Hedge Funds, SQL, Requirements Analysis, Software Development, Databases, Financial Services, Software Project..., Banking, Vendor Management, Microsoft SQL Server, Data Warehousing
Education
Belaruski Dzjaržauny Tehnalagièny Universitet 1987 — 1995
Citigroup July 2005 - Present
Mellon Financial August 2000 - August 2005
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Business Analysis, SDLC, Risk Management, Requirements Gathering, Capital Markets, Bloomberg, Market Data, Hedge Funds, SQL, Requirements Analysis, Software Development, Databases, Financial Services, Software Project..., Banking, Vendor Management, Microsoft SQL Server, Data Warehousing
Education
Belaruski Dzjaržauny Tehnalagièny Universitet 1987 — 1995
Fimi. Kachadurian's Mellon Financial Experience 2000 - 2005
Job Manager at Affiliated Computer Services
Industry Financial Services
Experience
ACS, a Xerox Company April 2000 - Present
Mellon Financial 2000 - 2005
Skills
Outsourcing, Employee Benefits, Process Improvement
Education
Bentley University 1982 — 1983
MBA, Finance
Haigazian College
BA, Business Administration
ACS, a Xerox Company April 2000 - Present
Mellon Financial 2000 - 2005
Skills
Outsourcing, Employee Benefits, Process Improvement
Education
Bentley University 1982 — 1983
MBA, Finance
Haigazian College
BA, Business Administration
Nicole Benoit's Mellon Financial Experience 1994 - 2001
Job Product Developer Treasury Management Products at Capital One
Industry Information Technology and Services
Experience
Capital One August 2008 - Present
Capital One January 2002 - August 2008
Mellon Financial 1994 - 2001
Skills
Project Management, Business Analysis, Product Development, Strategy, Project Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, MIS
Tulane University 1989 — 1993
Capital One August 2008 - Present
Capital One January 2002 - August 2008
Mellon Financial 1994 - 2001
Skills
Project Management, Business Analysis, Product Development, Strategy, Project Governance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, MIS
Tulane University 1989 — 1993
Bryan Loveland's Mellon Financial Experience January 2003 - June 2006
Job Senior Fixed Income Trade Support Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, Fidelity Capital Markets Services June 2006 - Present
Mellon Financial January 2003 - June 2006
Mellon Financial January 2000 - January 2003
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Asset Managment, Investments, Series 7, Financial Modeling, Valuation, Financial Analysis, Series 63, Derivatives, Bloomberg Terminal, Series 24, Risk Management, Capital Markets, Asset Allocation, Equity Trading, Analysis, Business Analysis
Education
Boston University 2008 — 2009
Masters of Science, Investment Management
Bates College
Bachelor of Arts, Political Science
Fidelity Investments, Fidelity Capital Markets Services June 2006 - Present
Mellon Financial January 2003 - June 2006
Mellon Financial January 2000 - January 2003
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Asset Managment, Investments, Series 7, Financial Modeling, Valuation, Financial Analysis, Series 63, Derivatives, Bloomberg Terminal, Series 24, Risk Management, Capital Markets, Asset Allocation, Equity Trading, Analysis, Business Analysis
Education
Boston University 2008 — 2009
Masters of Science, Investment Management
Bates College
Bachelor of Arts, Political Science
Joel DeMaria, CFP®'s Mellon Financial Experience January 2006 - May 2007
Job Porfolio Manager at Bingham, Osborn & Scarborough
Industry Financial Services
Experience
Bingham, Osborn & Scarborough April 2008 - Present
Citi Prime Finance October 2007 - April 2008
Mellon Financial January 2006 - May 2007
Education
Brown University 2003 — 2005
BA, Economics
Bingham, Osborn & Scarborough April 2008 - Present
Citi Prime Finance October 2007 - April 2008
Mellon Financial January 2006 - May 2007
Education
Brown University 2003 — 2005
BA, Economics
Jim Baglieri's Mellon Financial Experience January 2001 - February 2003
Job Eastern Bank
Industry Banking
Experience
Eastern Bank 2011 - Present
Sovereign Bank February 2003 - May 2011
Mellon Financial January 2001 - February 2003
BankBoston 1995 - 2000
Commonwealth Mortgage 1990 - 1992
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Retail Banking, Small Business Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Cash Management, Risk Management, Financial Analysis, Wealth Management, Retirement Planning, Merchant Services, Payroll, Insurance
Education
Bunker Hill Community College
Johnson & Wales University
Malden High School
Eastern Bank 2011 - Present
Sovereign Bank February 2003 - May 2011
Mellon Financial January 2001 - February 2003
BankBoston 1995 - 2000
Commonwealth Mortgage 1990 - 1992
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Retail Banking, Small Business Lending, Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Cash Management, Risk Management, Financial Analysis, Wealth Management, Retirement Planning, Merchant Services, Payroll, Insurance
Education
Bunker Hill Community College
Johnson & Wales University
Malden High School
Bruce Simmons's Mellon Financial Experience 2005 - 2007
Job Vice President Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Dimensional Fund Advisors May 2007 - Present
Bank of New York Mellon September 2005 - April 2007
Mellon Financial 2005 - 2007
BNY Mellon Asset Servicing 2005 - 2007
Capstone Federal Credit Union 2003 - 2005
CUADPRO Marketing 2003 - 2005
State Street 2001 - 2003
Trust Company of the West 1993 - 2001
Skills
Mutual Funds, Asset Managment, Securities, Fixed Income, Equities, Portfolio Management, Investments, Valuation, Derivatives, Financial Analysis, Asset Allocation, Bloomberg, Financial Services, Asset Management, Finance, Investment Management, Hedge Funds, Wealth Management, Capital Markets, Private Equity, Financial Modeling, Investment Advisory, Investment Strategies, Emerging Markets, Trading, Due Diligence, Investment Banking, Strategic Financial..., Investor Relations, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Business
Bentley University 1985 — 1990
Bachelors, Accounting
Dan Fasciano, CFA, CAIA's Mellon Financial Experience 1993 - 2002
Job Managing Director at BNY Mellon
Industry Investment Management
Experience
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
BNY Mellon 2010 - Present
CFA Institute 2014 - Present
Boston Security Analysts Society July 2005 - Present
CFA Institute 2011 - 2014
State of Florida 2009 - 2010
Aviva Investors 2002 - 2008
Mellon Financial 1993 - 2002
Mellon Financial 1990 - 1993
Education
Boston University
MBA
University of New Hampshire
BA
Valarie Rundquist's Mellon Financial Experience 2006 - March 2007
Job Endowment Partners Program Officer at The Oregon Comunity Foundation
Industry Philanthropy
Experience
The Oregon Community Foundation April 2007 - Present
Mellon Financial 2006 - March 2007
Education
Boise State University
Music Education
The Oregon Community Foundation April 2007 - Present
Mellon Financial 2006 - March 2007
Education
Boise State University
Music Education
Rob Yackel's Mellon Financial Experience July 2005 - January 2008
Job Sr. Financial Analyst at BCBSNC
Industry Insurance
Experience
BCBSNC March 2015 - Present
BCBSNC May 2013 - March 2015
Bank of New York Mellon January 2008 - May 2013
Mellon Financial July 2005 - January 2008
Mellon Financial August 1997 - July 2005
Skills
PeopleSoft, Financial Modeling, Financial Analysis, Business Objects, Lotus Notes, Variance Analysis, Operating Budgets, TM1, Capital Budgeting, Securities Lending, Month End Close, General Ledger, Journal Entries, Account Reconciliation, Quarterly Reporting, Trust Services, Cartesis, Forecasting, Blackline, Written & Oral..., Microsoft Office, Microsoft Excel, Analytical Skills, SOX Compliancy, Presenting to Senior..., IBM Cognos, Internal Controls, Managerial Finance, Budgets, Auditing, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
State University of New York College at Brockport 1995 — 1997
BS, Business Administration
Alfred State College - SUNY College of Technology 1993 — 1995
AAS, Accounting
CW Baker High School 1991 — 1993
HS Diploma
BCBSNC March 2015 - Present
BCBSNC May 2013 - March 2015
Bank of New York Mellon January 2008 - May 2013
Mellon Financial July 2005 - January 2008
Mellon Financial August 1997 - July 2005
Skills
PeopleSoft, Financial Modeling, Financial Analysis, Business Objects, Lotus Notes, Variance Analysis, Operating Budgets, TM1, Capital Budgeting, Securities Lending, Month End Close, General Ledger, Journal Entries, Account Reconciliation, Quarterly Reporting, Trust Services, Cartesis, Forecasting, Blackline, Written & Oral..., Microsoft Office, Microsoft Excel, Analytical Skills, SOX Compliancy, Presenting to Senior..., IBM Cognos, Internal Controls, Managerial Finance, Budgets, Auditing, Internal Audit, Mergers & Acquisitions, Sarbanes-Oxley Act
Education
State University of New York College at Brockport 1995 — 1997
BS, Business Administration
Alfred State College - SUNY College of Technology 1993 — 1995
AAS, Accounting
CW Baker High School 1991 — 1993
HS Diploma
Nathan McKinley's Mellon Financial Experience 1999 - 2002
Job Senior Operations Manager at eSecLending
Industry Financial Services
Experience
Securities Finance Trust Co. (eSecLending) 2012 - Present
Securities Finance Trust Co. (eSecLending) 2009 - 2012
Securities Finance Trust Co. (eSecLending) 2007 - 2008
Securities Finance Trust Co. (eSecLending) 2005 - 2006
Securities Finance Trust Co. (eSecLending) 2002 - 2004
Mellon Financial 1999 - 2002
Skills
Corporate Actions, Financial Services, Securities, Financial Analysis, Management, Trading, Investments, Hedge Funds, Equities, Mutual Funds, Fixed Income, Securities Lending, Settlement, Banking, Risk Management, Financial Risk, Middle Office, Analysis, Relationship Management, Collateral Management, Vendor Management, Prime Brokerage, Bloomberg
Education
Assumption College 1995 — 1999
BA, Foreign Affairs
Securities Finance Trust Co. (eSecLending) 2012 - Present
Securities Finance Trust Co. (eSecLending) 2009 - 2012
Securities Finance Trust Co. (eSecLending) 2007 - 2008
Securities Finance Trust Co. (eSecLending) 2005 - 2006
Securities Finance Trust Co. (eSecLending) 2002 - 2004
Mellon Financial 1999 - 2002
Skills
Corporate Actions, Financial Services, Securities, Financial Analysis, Management, Trading, Investments, Hedge Funds, Equities, Mutual Funds, Fixed Income, Securities Lending, Settlement, Banking, Risk Management, Financial Risk, Middle Office, Analysis, Relationship Management, Collateral Management, Vendor Management, Prime Brokerage, Bloomberg
Education
Assumption College 1995 — 1999
BA, Foreign Affairs
Brian Miller, CFA's Mellon Financial Experience January 2003 - June 2004
Job Director of Investment Operations
Industry Investment Management
Experience
Regiment Capital Advisors, LP February 2011 - Present
Regiment Capital Advisors LP June 2004 - February 2011
Mellon Financial January 2003 - June 2004
Mellon Financial December 2000 - January 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Mutual Funds, Private Equity, Special Situations...
Education
Assumption College 1990 — 1994
Regiment Capital Advisors, LP February 2011 - Present
Regiment Capital Advisors LP June 2004 - February 2011
Mellon Financial January 2003 - June 2004
Mellon Financial December 2000 - January 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Mutual Funds, Private Equity, Special Situations...
Education
Assumption College 1990 — 1994
Crystal Gresham's Mellon Financial Experience 1997 - 2000
Job Human Resource Professional
Industry Financial Services
Experience
Merrill Lynch 2001 - Present
NationalHR August 1999 - July 2000
Mellon Financial 1997 - 2000
Metropolitan Richmond Hospital April 1995 - June 1997
Education
American InterContinental University
BA, Management
Merrill Lynch 2001 - Present
NationalHR August 1999 - July 2000
Mellon Financial 1997 - 2000
Metropolitan Richmond Hospital April 1995 - June 1997
Education
American InterContinental University
BA, Management
Jeremiah France's Mellon Financial Experience December 2002 - January 2005
Job Partner at Mercer Investments
Industry Financial Services
Experience
Mercer Investments March 2012 - Present
Mercer Global Investments March 2005 - March 2012
Mercer Investments 2005 - March 2012
Mercer 2005 - 2008
Mellon Financial December 2002 - January 2005
Bank of America August 1996 - October 2001
Keyport Life Insurance Company 1992 - 1996
Skills
Investments, Mutual Funds, Investment Management, Hedge Funds, Insurance, Asset Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Financial Services, Fixed Income, Investment Strategies, Securities, Wealth Management, Pensions, Series 7, Retirement, Valuation, Risk Management, Due Diligence
Education
Bryant University 1988 — 1992
Applied Actuarial Mathematics, Actuarial Mathematics
Mercer Investments March 2012 - Present
Mercer Global Investments March 2005 - March 2012
Mercer Investments 2005 - March 2012
Mercer 2005 - 2008
Mellon Financial December 2002 - January 2005
Bank of America August 1996 - October 2001
Keyport Life Insurance Company 1992 - 1996
Skills
Investments, Mutual Funds, Investment Management, Hedge Funds, Insurance, Asset Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Financial Services, Fixed Income, Investment Strategies, Securities, Wealth Management, Pensions, Series 7, Retirement, Valuation, Risk Management, Due Diligence
Education
Bryant University 1988 — 1992
Applied Actuarial Mathematics, Actuarial Mathematics
Patrick Connerty's Mellon Financial Experience January 2005 - July 2007
Job Senior Relationship Manager, VP at Enterprise Bank
Industry Investment Management
Experience
Enterprise Bank (Enterprise Bancorp) July 2007 - Present
Mellon Financial January 2005 - July 2007
Mellon Financial April 2000 - January 2005
Skills
Commercial Lending, Investments, Investment Management, Banking, Credit Analysis, Portfolio Management, Mutual Funds, Loans
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master, Finance
Enterprise Bank (Enterprise Bancorp) July 2007 - Present
Mellon Financial January 2005 - July 2007
Mellon Financial April 2000 - January 2005
Skills
Commercial Lending, Investments, Investment Management, Banking, Credit Analysis, Portfolio Management, Mutual Funds, Loans
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1996
Master, Finance
Ryan Noonan's Mellon Financial Experience September 1997 - September 2001
Job Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Merrill Lynch September 2001 - December 2008
Mellon Financial September 1997 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
University of New Hampshire 1993 — 1997
BA, Sociology
Fidelity Investments January 2009 - Present
Merrill Lynch September 2001 - December 2008
Mellon Financial September 1997 - September 2001
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA, Finance
University of New Hampshire 1993 — 1997
BA, Sociology
William Curtin's Mellon Financial Experience 1994 - 1996
Job Manager of Financial Analysis at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual May 2013 - Present
Liberty Mutual February 2009 - April 2013
Fidelity Investments January 2005 - February 2009
First Student, Inc March 2002 - December 2004
Painted Word May 2000 - January 2002
Boston Scientific 1996 - 2000
Mellon Financial 1994 - 1996
Skills
Forecasting, Process Improvement, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters of Business Administration, Finance
Clemson University 1990 — 1994
Bachelor of Science, Mathematics
Liberty Mutual May 2013 - Present
Liberty Mutual February 2009 - April 2013
Fidelity Investments January 2005 - February 2009
First Student, Inc March 2002 - December 2004
Painted Word May 2000 - January 2002
Boston Scientific 1996 - 2000
Mellon Financial 1994 - 1996
Skills
Forecasting, Process Improvement, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters of Business Administration, Finance
Clemson University 1990 — 1994
Bachelor of Science, Mathematics
Fernando Buitrago's Mellon Financial Experience January 2005 - October 2006
Job Project Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters Vice President - Sr. Program ManagerBank of New York Mellon - Pershing, LLCFebruary 2007 - June 2008
JPMorgan Chase - Bank of New York Mellon October 2006 - February 2007
Mellon Financial January 2005 - October 2006
Education
New York University
Certificate, Investment Banking
Adelphi University
MBA, Management, Finance, Marketing
Hofstra University
BBA, International Business
Thomson Reuters Vice President - Sr. Program ManagerBank of New York Mellon - Pershing, LLCFebruary 2007 - June 2008
JPMorgan Chase - Bank of New York Mellon October 2006 - February 2007
Mellon Financial January 2005 - October 2006
Education
New York University
Certificate, Investment Banking
Adelphi University
MBA, Management, Finance, Marketing
Hofstra University
BBA, International Business
Mike Donnelly, PMP's Mellon Financial Experience 1989 - 1994
Job FI Sr project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments July 2009 - April 2015
Fidelity Investments May 2007 - November 2008
Fidleity investments June 2006 - May 2007
Fidelity Investments September 2004 - June 2006
Fidelity Investments May 1999 - September 2004
First Data Corporation 1998 - 1999
Mellon Financial 1989 - 1994
State Street Bank 1989 - 1994
Education
Shrewsbury High school 1980 — 1990
Nichols College 1985 — 1989
BS Business Administration, Finance
Bryant University
PMI Certificate program
Northeastern University
Web Master Certificate Program
Fidelity Investments April 2015 - Present
Fidelity Investments July 2009 - April 2015
Fidelity Investments May 2007 - November 2008
Fidleity investments June 2006 - May 2007
Fidelity Investments September 2004 - June 2006
Fidelity Investments May 1999 - September 2004
First Data Corporation 1998 - 1999
Mellon Financial 1989 - 1994
State Street Bank 1989 - 1994
Education
Shrewsbury High school 1980 — 1990
Nichols College 1985 — 1989
BS Business Administration, Finance
Bryant University
PMI Certificate program
Northeastern University
Web Master Certificate Program
Paul Eckmann's Mellon Financial Experience 1995 - 2005
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
Neil Garceau's Mellon Financial Experience September 1993 - August 1995
Job Manager U.S Business Development and Consultant Relations at Arrowstreet Capital LP
Industry Investment Management
Experience
Arrowstreet Capital January 2010 - Present
The Boston Company January 2002 - January 2010
The Boston Company January 1998 - January 2002
The Boston Company August 1995 - January 1998
Mellon Financial September 1993 - August 1995
Skills
Asset Managment, Equities, Business Development, Finance, CRM, Financial Services, Wealth Management, Financial Markets
Education
Bentley University 1996 — 1998
MSF, Investments
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Accounting
Toll Gate High School 1985 — 1987
Arrowstreet Capital January 2010 - Present
The Boston Company January 2002 - January 2010
The Boston Company January 1998 - January 2002
The Boston Company August 1995 - January 1998
Mellon Financial September 1993 - August 1995
Skills
Asset Managment, Equities, Business Development, Finance, CRM, Financial Services, Wealth Management, Financial Markets
Education
Bentley University 1996 — 1998
MSF, Investments
University of Rhode Island - College of Business Administration 1988 — 1992
BS, Accounting
Toll Gate High School 1985 — 1987
Jim McGaffigan's Mellon Financial Experience 1994 - 1999
Job Operations Manager at Massachusetts General Hospital
Industry Hospital & Health Care
Experience
Massachusetts General Hospital February 2015 - Present
Massachusetts General Hospital August 2013 - February 2015
Massachusetts General Hospital August 2011 - August 2013
Boston Medical Center June 2009 - August 2011
Joslin Diabetes Center June 2008 - June 2009
Massachusetts General Hospital 1999 - 2008
Mellon Financial 1994 - 1999
Skills
Revenue Cycle, Healthcare Information..., Informatics, Medical Billing, Healthcare Consulting, Healthcare Management, Hospitals, EHR, Radiology, EMR, Revenue Cycle Management, Managed Care, Practice Management, HIPAA, Healthcare Industry
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA
Suffolk University 1989 — 1993
BA, Economics
Massachusetts General Hospital February 2015 - Present
Massachusetts General Hospital August 2013 - February 2015
Massachusetts General Hospital August 2011 - August 2013
Boston Medical Center June 2009 - August 2011
Joslin Diabetes Center June 2008 - June 2009
Massachusetts General Hospital 1999 - 2008
Mellon Financial 1994 - 1999
Skills
Revenue Cycle, Healthcare Information..., Informatics, Medical Billing, Healthcare Consulting, Healthcare Management, Hospitals, EHR, Radiology, EMR, Revenue Cycle Management, Managed Care, Practice Management, HIPAA, Healthcare Industry
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1996
MBA
Suffolk University 1989 — 1993
BA, Economics
Evy Berger's Mellon Financial Experience June 1999 - November 2004
Job Administrative Assistant at Clatsop Community College
Industry Investment Banking
Experience
Clatsop Community College October 2014 - Present
Clatsop Community College October 2014 - Present
Unemployed - seeking working October 2011 - Present
Books A Million July 2012 - December 2012
BNYMellon March 2011 - October 2011
BNY Mellon June 2009 - March 2011
Wells Fargo May 2008 - December 2008
BNY Mellon October 2007 - April 2008
Franklin Templeton Investments December 2005 - March 2007
Mellon Financial June 1999 - November 2004
Skills
Analyze and Resolve..., Excellent Interpersonal..., Excellent Customer..., Documentation, Asset Management, Accounting, Problem Solving, Mutual Funds, Fixed Income, Process Improvement, Access, Portfolio Management, Compliance, Equities, Excel, Outlook, Customer Relations, Financial Reporting, Bloomberg, Word, PowerPoint, Microsoft Office, Securities, XP, Reconciliation, PeopleSoft, Lotus Notes, Negotiation, Spreadsheets, Corporate Actions, Back Office, Settlement, Fund Accounting, Account Reconciliation, Software Documentation, Human Resources, Investments, Banking, Training, Microsoft Excel, Finance, Financial Analysis, Customer Service
Education
Brigham Young University 1994 — 1997
BUSINESS MANAGEMENT AND LANDSCAPE HORTICULTURE
University of New Hampshire 1972 — 1974
Associates, APPLIED PLANT SCIENCE
Clatsop Community College October 2014 - Present
Clatsop Community College October 2014 - Present
Unemployed - seeking working October 2011 - Present
Books A Million July 2012 - December 2012
BNYMellon March 2011 - October 2011
BNY Mellon June 2009 - March 2011
Wells Fargo May 2008 - December 2008
BNY Mellon October 2007 - April 2008
Franklin Templeton Investments December 2005 - March 2007
Mellon Financial June 1999 - November 2004
Skills
Analyze and Resolve..., Excellent Interpersonal..., Excellent Customer..., Documentation, Asset Management, Accounting, Problem Solving, Mutual Funds, Fixed Income, Process Improvement, Access, Portfolio Management, Compliance, Equities, Excel, Outlook, Customer Relations, Financial Reporting, Bloomberg, Word, PowerPoint, Microsoft Office, Securities, XP, Reconciliation, PeopleSoft, Lotus Notes, Negotiation, Spreadsheets, Corporate Actions, Back Office, Settlement, Fund Accounting, Account Reconciliation, Software Documentation, Human Resources, Investments, Banking, Training, Microsoft Excel, Finance, Financial Analysis, Customer Service
Education
Brigham Young University 1994 — 1997
BUSINESS MANAGEMENT AND LANDSCAPE HORTICULTURE
University of New Hampshire 1972 — 1974
Associates, APPLIED PLANT SCIENCE
Daniel M. Egan's Mellon Financial Experience 1999 - 2006
Job Relationship manager
Industry Financial Services
Experience
BNY Mellon 2006 - Present
Mellon Financial 1999 - 2006
The Bank of New York 1993 - 1999
Merrill Lynch & Co / MLPF&S 1986 - 1992
Lanier Worldwide 1985 - 1986
Skills
Series 7, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Marketing
BNY Mellon 2006 - Present
Mellon Financial 1999 - 2006
The Bank of New York 1993 - 1999
Merrill Lynch & Co / MLPF&S 1986 - 1992
Lanier Worldwide 1985 - 1986
Skills
Series 7, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Marketing
Joseph Sinchi's Mellon Financial Experience 2003 - 2004
Job Private Client Advisor, J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
David Dionisio's Mellon Financial Experience July 1993 - March 1997
Job Consultant Data Scientist at EMC
Industry Financial Services
Experience
EMC January 2012 - Present
Fidelity Investments August 2009 - Present
Fidelity Investments March 1997 - August 2009
Mellon Financial July 1993 - March 1997
Skills
Asset Allocation, Fixed Income, Portfolio Management, Equities, Bloomberg, Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, Financial Modeling, Investments, Financial Risk, Portfolio Optimization, Performance Attribution, Investment Strategies, Asset Management, Investment Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSF, Finance
University of Southern Maine - School of Business 1989 — 1993
BSBA, Business Economics
EMC January 2012 - Present
Fidelity Investments August 2009 - Present
Fidelity Investments March 1997 - August 2009
Mellon Financial July 1993 - March 1997
Skills
Asset Allocation, Fixed Income, Portfolio Management, Equities, Bloomberg, Alternative Investments, Hedge Funds, Mutual Funds, Asset Managment, Financial Modeling, Investments, Financial Risk, Portfolio Optimization, Performance Attribution, Investment Strategies, Asset Management, Investment Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1997
MSF, Finance
University of Southern Maine - School of Business 1989 — 1993
BSBA, Business Economics
David Koundakjian, CTP's Mellon Financial Experience 2001 - 2007
Job Experienced Financial Services Professional
Industry Banking
Experience
Bank of New York Mellon 2007 - 2010
Mellon Financial 2001 - 2007
Mellon Bank 1993 - 2001
Bank of Boston 1991 - 1993
Skills
Back Office, Global Custody, Securities, Corporate Actions, Financial Services, Equities, Mutual Funds, Fixed Income, FX Options, Cash Management, Business Analysis, Capital Markets, Banking, Risk Management, Financial Risk, Asset Management, SWIFT payments, Investment Banking, Trading Systems, Settlement, Financial Analysis, Bloomberg, Financial Markets, Derivatives, Bonds, Hedge Funds, Middle Office, Portfolio Management, Operational Risk, Investments, Private Banking, Relationship Management, Fund Accounting, Financial Institutions, Alternative Investments, Options, Credit Risk, Payments, FINRA, Credit Analysis, Currency, Commodity, Treasury, Operational Risk..., KYC, Foreign Exchange, Pension Funds, Treasury Management, AML, Trading
Education
Boston University Graduate School of Management
Masters Business Administration, Finance Concentration
Tufts University
Bachelor of Arts, International Relations
Bank of New York Mellon 2007 - 2010
Mellon Financial 2001 - 2007
Mellon Bank 1993 - 2001
Bank of Boston 1991 - 1993
Skills
Back Office, Global Custody, Securities, Corporate Actions, Financial Services, Equities, Mutual Funds, Fixed Income, FX Options, Cash Management, Business Analysis, Capital Markets, Banking, Risk Management, Financial Risk, Asset Management, SWIFT payments, Investment Banking, Trading Systems, Settlement, Financial Analysis, Bloomberg, Financial Markets, Derivatives, Bonds, Hedge Funds, Middle Office, Portfolio Management, Operational Risk, Investments, Private Banking, Relationship Management, Fund Accounting, Financial Institutions, Alternative Investments, Options, Credit Risk, Payments, FINRA, Credit Analysis, Currency, Commodity, Treasury, Operational Risk..., KYC, Foreign Exchange, Pension Funds, Treasury Management, AML, Trading
Education
Boston University Graduate School of Management
Masters Business Administration, Finance Concentration
Tufts University
Bachelor of Arts, International Relations
Elizabeth Blodgett - Smith's Mellon Financial Experience 1998 - 2002
Job President at BlodgettSmith Group
Industry Real Estate
Experience
BlodgettSmith Group 2015 - Present
Wise Living Management, LLC 2012 - Present
Access Shuniya 2009 - Present
Keep On 2008 - Present
BNY Mellon August 2002 - 2007
Mellon Financial 1998 - 2002
Bank of America January 1992 - 1996
The Boston Company 1985 - 1991
Skills
Mergers & Acquisitions, Marketing, Project Management, Sales, Strategic Planning, Marketing Strategy, Leadership, Social Media, Social Media Marketing, Contract Negotiation, Strategy, Product Development, Communications, Fundraising, Real Property, Entrepreneurship
Education
Bentley University
Elmira College
Pingree
Proctor Academy
BlodgettSmith Group 2015 - Present
Wise Living Management, LLC 2012 - Present
Access Shuniya 2009 - Present
Keep On 2008 - Present
BNY Mellon August 2002 - 2007
Mellon Financial 1998 - 2002
Bank of America January 1992 - 1996
The Boston Company 1985 - 1991
Skills
Mergers & Acquisitions, Marketing, Project Management, Sales, Strategic Planning, Marketing Strategy, Leadership, Social Media, Social Media Marketing, Contract Negotiation, Strategy, Product Development, Communications, Fundraising, Real Property, Entrepreneurship
Education
Bentley University
Elmira College
Pingree
Proctor Academy
Michael Bellody's Mellon Financial Experience August 2000 - February 2001
Job Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
Fisher Investments February 2001 - Present
Mellon Financial August 2000 - February 2001
Merrill Lynch November 1998 - August 2000
Prudential Securities July 1996 - November 1998
Prudential Financial 1994 - 1996
Skills
Asset Allocation, Asset Management, Portfolio Management, Investments, Wealth Management, Financial Planning, Fixed Income, Equities, Securities, Retirement Planning, Investment Advisory, 401k, Mutual Funds, Bonds, Alternative Investments, Asset Managment, Investment Strategies, Investment Management, Series 65, Financial Services
Education
Bentley University 1990 — 1994
BA, Economics
South Catholic High School 1986 — 1990
Christopher Esp's Mellon Financial Experience March 1998 - April 2001
Job Business Development | Sales Executive | Commercial Finance | Relationship Management
Industry Financial Services
Experience
Marlin Healthcare Finance June 2014 - Present
Park Line Capital 2009 - June 2014
De Lage Landen 2008 - 2008
Citicapital 2006 - 2008
Court Square Leasing Corporation 2003 - 2006
GE Capital 2001 - 2002
Mellon Financial March 1998 - April 2001
Skills
Commercial Finance, Loans, Credit, Equipment Finance, Leases, Sales Management, Pricing, New Business Development, Structuring, Account Management, Employee Training, Strategic Planning, Selling, Competitive Analysis, Financial Analysis, Process Improvement, Team Building, Forecasting, Negotiation, Proactive self-starter, Product Launch, Product Design, Sales Operations, Finance, Relationship Management, Direct Sales, Sales Process, Portfolio Management, Sales, Commercial Lending, Banking, Asset Based Lending, Executive Management, Management, Business Development, Financial Services, Strategy, CRM, Risk Management, Salesforce.com, Structured Finance, Business Planning, Mergers & Acquisitions, Financial Structuring, Credit Analysis, Credit Risk, P&L Management, Funding, Corporate Finance, Financial Modeling
Education
Ball State University - College of Business
BS, Finance, International Business
Marlin Healthcare Finance June 2014 - Present
Park Line Capital 2009 - June 2014
De Lage Landen 2008 - 2008
Citicapital 2006 - 2008
Court Square Leasing Corporation 2003 - 2006
GE Capital 2001 - 2002
Mellon Financial March 1998 - April 2001
Skills
Commercial Finance, Loans, Credit, Equipment Finance, Leases, Sales Management, Pricing, New Business Development, Structuring, Account Management, Employee Training, Strategic Planning, Selling, Competitive Analysis, Financial Analysis, Process Improvement, Team Building, Forecasting, Negotiation, Proactive self-starter, Product Launch, Product Design, Sales Operations, Finance, Relationship Management, Direct Sales, Sales Process, Portfolio Management, Sales, Commercial Lending, Banking, Asset Based Lending, Executive Management, Management, Business Development, Financial Services, Strategy, CRM, Risk Management, Salesforce.com, Structured Finance, Business Planning, Mergers & Acquisitions, Financial Structuring, Credit Analysis, Credit Risk, P&L Management, Funding, Corporate Finance, Financial Modeling
Education
Ball State University - College of Business
BS, Finance, International Business
Joan Solomon's Mellon Financial Experience 2003 - 2006
Job Second Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2007 - Present
Mellon Financial 2003 - 2006
Kayne Anderson Rudnick 2000 - 2003
NWQ Investment Mangaement 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Asset Management, Financial Modeling, Investments, Portfolio Management, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA
University of Manchester - Manchester Business School 2006 — 2006
Boston College 1994 — 1998
BA, Psychology and Communications
Northern Trust June 2007 - Present
Mellon Financial 2003 - 2006
Kayne Anderson Rudnick 2000 - 2003
NWQ Investment Mangaement 1998 - 2000
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Asset Management, Financial Modeling, Investments, Portfolio Management, Wealth Management
Education
University of Southern California - Marshall School of Business 2005 — 2007
MBA
University of Manchester - Manchester Business School 2006 — 2006
Boston College 1994 — 1998
BA, Psychology and Communications
Nicolas Avendano's Mellon Financial Experience August 2000 - June 2003
Job Regional Sales Manager at Dalton Electric Heating
Industry Computer & Network Security
Experience
Dalton Electric Heating Co. February 2014 - Present
GlobalSign July 2013 - February 2014
Kaspersky Lab August 2011 - July 2013
HuaHong Fiber USA July 2010 - July 2011
Mercer Human Resource Consulting September 2004 - February 2008
Mellon Financial August 2000 - June 2003
Skills
CRM, Sales, Sales Operations, Channel Sales, Account Management, Channel Partners, Partner Management, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Solution Selling, Latin American Business, SaaS, Negotiation, Resellers, Retaining Customers, Customer Service, Antivirus, Client Presentation, Manage Client..., Customer Retention, Forecasting, Business Development
Education
Bentley University
MBA, International Business
University of New Hampshire
Bachelor's Degree, Geography
Dalton Electric Heating Co. February 2014 - Present
GlobalSign July 2013 - February 2014
Kaspersky Lab August 2011 - July 2013
HuaHong Fiber USA July 2010 - July 2011
Mercer Human Resource Consulting September 2004 - February 2008
Mellon Financial August 2000 - June 2003
Skills
CRM, Sales, Sales Operations, Channel Sales, Account Management, Channel Partners, Partner Management, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Solution Selling, Latin American Business, SaaS, Negotiation, Resellers, Retaining Customers, Customer Service, Antivirus, Client Presentation, Manage Client..., Customer Retention, Forecasting, Business Development
Education
Bentley University
MBA, International Business
University of New Hampshire
Bachelor's Degree, Geography
Debra Rubin's Mellon Financial Experience 1999 - 2007
Job Senior Estate Settlement Administrator at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP Senior Estate Settlement AdministratorMellon Trust of Neew England1999 - 2007
BNY Mellon 1999 - 2007
Mellon Financial 1999 - 2007
Education
New England Law Boston 1988 — 1991
JD, law
Brandeis University 1984 — 1988
BA, French
Ropes & Gray LLP Senior Estate Settlement AdministratorMellon Trust of Neew England1999 - 2007
BNY Mellon 1999 - 2007
Mellon Financial 1999 - 2007
Education
New England Law Boston 1988 — 1991
JD, law
Brandeis University 1984 — 1988
BA, French
Pam Ketchum's Mellon Financial Experience January 2001 - July 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merganser Capital Management August 2005 - October 2009
Mellon Financial January 2001 - July 2005
Olmstead Associates January 2000 - December 2000
First Data Corporation September 1994 - May 1997
The Boston Company June 1988 - September 1994
Education
Assumption College 1984 — 1988
BA, Accounting
Merganser Capital Management August 2005 - October 2009
Mellon Financial January 2001 - July 2005
Olmstead Associates January 2000 - December 2000
First Data Corporation September 1994 - May 1997
The Boston Company June 1988 - September 1994
Education
Assumption College 1984 — 1988
BA, Accounting
Brad Bosshart's Mellon Financial Experience July 1995 - October 2002
Job Office Assistant at NSABP
Industry Writing and Editing
Experience
NSABP February 2003 - Present
Mellon Financial July 1995 - October 2002
Skills
Data Entry, Editing, Photoshop, Microsoft Office, Social Media, Research, Writing, Blogging, Nonprofits, Word, Customer Service, Access, Spreadsheets, Project Management, Facebook, Fundraising, Community Outreach, Teaching, Teamwork, Excel, Administration, Event Planning, Fax, Healthcare, Data Management, Microsoft Excel, Outlook, Problem Solving, prop building, script writing, Independent Film, basic electronics, Sound FX Editing, Computer Hardware, Software Installation
Education
Art Institute of Pittsburgh 1993 — 1995
Associate of Arts (AA), Industrial and Product Design
University of Pittsburgh 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
NSABP February 2003 - Present
Mellon Financial July 1995 - October 2002
Skills
Data Entry, Editing, Photoshop, Microsoft Office, Social Media, Research, Writing, Blogging, Nonprofits, Word, Customer Service, Access, Spreadsheets, Project Management, Facebook, Fundraising, Community Outreach, Teaching, Teamwork, Excel, Administration, Event Planning, Fax, Healthcare, Data Management, Microsoft Excel, Outlook, Problem Solving, prop building, script writing, Independent Film, basic electronics, Sound FX Editing, Computer Hardware, Software Installation
Education
Art Institute of Pittsburgh 1993 — 1995
Associate of Arts (AA), Industrial and Product Design
University of Pittsburgh 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Philip Littlehale, CPA, MBA's Mellon Financial Experience 1996 - 2003
Job Business Administrator Salem Public Schools
Industry Government Administration
Experience
Salem Public Schools July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) April 2005 - March 2007
Lighthouse Financial Services, Inc., 2004 - 2005
Mellon Financial 1996 - 2003
Skills
Financial Reporting, CPA, US GAAP, Banking, Financial Analysis, Finance, Internal Audit, Accounting, General Ledger, Forecasting
Education
Bentley University 1990 — 1993
MSA, Accountancy
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
Boston College
BA, French & Economics
Salem Public Schools July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) February 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) June 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2007 - March 2010
John Hancock Life Insurance Company (U.S.A.) April 2005 - March 2007
Lighthouse Financial Services, Inc., 2004 - 2005
Mellon Financial 1996 - 2003
Skills
Financial Reporting, CPA, US GAAP, Banking, Financial Analysis, Finance, Internal Audit, Accounting, General Ledger, Forecasting
Education
Bentley University 1990 — 1993
MSA, Accountancy
Boston University Questrom School of Business 1984 — 1986
MBA, Finance
Boston College
BA, French & Economics
Evette Caceres's Mellon Financial Experience July 2004 - December 2005
Job Retirment Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Lincoln Financial Advisors October 2013 - Present
PNC Mortgage October 2012 - October 2013
Capital One November 2011 - October 2012
Chase August 2010 - November 2011
Chase Home Finance January 2006 - April 2008
Mellon Financial July 2004 - December 2005
Wachovia, A Wells Fargo Company June 1994 - July 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, Residential Mortgages, Credit, Banking, Credit Analysis, Refinance, FHA, Variable Annuities, Pricing, Sales Management
Education
Barry University 1992 — 1994
Bachelor of Science, International Business
Marion Griscom's Mellon Financial Experience December 1989 - May 2004
Job Information Technology Professional. Experience includes Financial Services and Transportation.
Industry Information Technology and Services
Experience
Whitridge Associates November 2005 - September 2009
Simplex Grinnell LP May 2005 - July 2005
Mellon Financial December 1989 - May 2004
Crowley Maritime October 1980 - August 1989
Education
Michigan State University 1965 — 1971
Bachelor of Science, Psychology, Sociology and Economics
Boston Architectural College 2002 — 2005
Certificate, AutoCAD
Control Data Institute 1974 — 1974
Certificate, Programming Technology
Whitridge Associates November 2005 - September 2009
Simplex Grinnell LP May 2005 - July 2005
Mellon Financial December 1989 - May 2004
Crowley Maritime October 1980 - August 1989
Education
Michigan State University 1965 — 1971
Bachelor of Science, Psychology, Sociology and Economics
Boston Architectural College 2002 — 2005
Certificate, AutoCAD
Control Data Institute 1974 — 1974
Certificate, Programming Technology
Randy Mortensen's Mellon Financial Experience 1988 - 1991
Job Consultant at Consultants Marketing Group, LLC
Industry Insurance
Experience
Consultants Marketing Group, LLC GopherMellon Financial1988 - 1991
Mellon Financial 1988 - 1991
Education
Arizona State University - W. P. Carey School of Business
Consultants Marketing Group, LLC GopherMellon Financial1988 - 1991
Mellon Financial 1988 - 1991
Education
Arizona State University - W. P. Carey School of Business
Aubrey HB's Mellon Financial Experience May 2004 - August 2004
Job Chief Data Scientist at Scholastic
Industry Research
Experience
Scholastic November 2014 - Present
Eigenleap Solutions September 2014 - October 2014
Rocketrip, Inc. May 2014 - August 2014
FAIR Health Inc. October 2012 - May 2014
AT&T October 2011 - October 2012
Duke University August 2005 - May 2011
Petter's Research Institute June 2006 - July 2006
Wave Technologies, Inc. May 2005 - February 2006
Mellon Financial May 2004 - August 2004
Network, Technology, and Applications, Inc. 2002 - 2004
Skills
R, Data Analysis, Statistics, SAS, Microsoft Excel, PowerPoint, Microsoft Office, Quantitative Analytics, Public Speaking, Higher Education, Data Mining, Program Management, Databases, Algorithms, Business Analysis, Big Data, Analysis, Analytics
Education
Duke University 2005 — 2011
PhD, Mathematics
Duke University 2005 — 2006
Masters, Mathematics
Barnard College 2002 — 2005
Bachelors, Mathematics and Theatre
Scholastic November 2014 - Present
Eigenleap Solutions September 2014 - October 2014
Rocketrip, Inc. May 2014 - August 2014
FAIR Health Inc. October 2012 - May 2014
AT&T October 2011 - October 2012
Duke University August 2005 - May 2011
Petter's Research Institute June 2006 - July 2006
Wave Technologies, Inc. May 2005 - February 2006
Mellon Financial May 2004 - August 2004
Network, Technology, and Applications, Inc. 2002 - 2004
Skills
R, Data Analysis, Statistics, SAS, Microsoft Excel, PowerPoint, Microsoft Office, Quantitative Analytics, Public Speaking, Higher Education, Data Mining, Program Management, Databases, Algorithms, Business Analysis, Big Data, Analysis, Analytics
Education
Duke University 2005 — 2011
PhD, Mathematics
Duke University 2005 — 2006
Masters, Mathematics
Barnard College 2002 — 2005
Bachelors, Mathematics and Theatre
Chrisanthi Koumbouras's Mellon Financial Experience June 2006 - July 2008
Job Publishing at nSphere
Industry Internet
Experience
nSphere August 2008 - Present
Mellon Financial June 2006 - July 2008
Education
Boston University Questrom School of Business 1998 — 2002
BA, Management/Finance
nSphere August 2008 - Present
Mellon Financial June 2006 - July 2008
Education
Boston University Questrom School of Business 1998 — 2002
BA, Management/Finance
Fernanda Paul's Mellon Financial Experience August 2004 - August 2007
Job BNY Mellon
Industry Accounting
Experience
BNY Mellon August 2011 - Present
McGladrey and Pullen, LLC November 2007 - February 2009
Mellon Financial August 2004 - August 2007
Skills
Accounting, Budgeting, Auditing, Policy, Financial Planning, Financial Statements, Financial Analysis, Microsoft Excel, Financial Reporting, Banking, Account Reconciliation, Analysis, Risk Management
Education
Boston University 2013 — 2016
Banking & Financial Services Management (MS)
Salem State University 2002 — 2004
Bachelor, Acounting
North Shore Community College 1999 — 2001
A.S, Business administration
BNY Mellon August 2011 - Present
McGladrey and Pullen, LLC November 2007 - February 2009
Mellon Financial August 2004 - August 2007
Skills
Accounting, Budgeting, Auditing, Policy, Financial Planning, Financial Statements, Financial Analysis, Microsoft Excel, Financial Reporting, Banking, Account Reconciliation, Analysis, Risk Management
Education
Boston University 2013 — 2016
Banking & Financial Services Management (MS)
Salem State University 2002 — 2004
Bachelor, Acounting
North Shore Community College 1999 — 2001
A.S, Business administration
Lucus Huang's Mellon Financial Experience 2005 - 2009
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
Mellon Financial 2005 - 2009
State Street June 2001 - September 2003
Skills
Forecasting, Analysis, Access, Budgets, SQL, Sarbanes-Oxley Act, Business Objects, Business Analysis, Project Management, Auditing, Internal Controls, SAS, Strategic Planning, Project Planning, Financial Modeling, Financial Analysis, Risk Management, Mergers & Acquisitions, Finance, Financial Planning, Valuation, Financial Services, Strategy, Accounting, Corporate Finance
Education
Boston College - Carroll School of Management
MBA
Bentley University 2001 — 2004
Bachelor of Science, Economics and Finance
Boston Latin School
BNY Mellon July 2009 - Present
Mellon Financial 2005 - 2009
State Street June 2001 - September 2003
Skills
Forecasting, Analysis, Access, Budgets, SQL, Sarbanes-Oxley Act, Business Objects, Business Analysis, Project Management, Auditing, Internal Controls, SAS, Strategic Planning, Project Planning, Financial Modeling, Financial Analysis, Risk Management, Mergers & Acquisitions, Finance, Financial Planning, Valuation, Financial Services, Strategy, Accounting, Corporate Finance
Education
Boston College - Carroll School of Management
MBA
Bentley University 2001 — 2004
Bachelor of Science, Economics and Finance
Boston Latin School
Tiffany, Scott's Mellon Financial Experience March 2006 - July 2007
Job Intern at Allegheny County
Industry Legal Services
Experience
Allegheny County April 2015 - June 2015
BNY Mellon September 2014 - April 2015
Bank of New York Mellon July 2007 - August 2014
Mellon Financial March 2006 - July 2007
Skills
Customer Service, Excel, Lotus Notes, Word, Data Entry, Telephone Skills, Account Reconciliation, Typing, Teamwork, Outlook, Bank Reconciliation, Inventory Management, PowerPoint, Time Management, General Ledger, Cashiering, Microsoft Office, Retail Sales, Microsoft Excel, Management, Microsoft Word, Research
Education
Everest Institute-Pittsburgh
Associate’s Degree, Legal Assistant/Paralegal
Allegheny County April 2015 - June 2015
BNY Mellon September 2014 - April 2015
Bank of New York Mellon July 2007 - August 2014
Mellon Financial March 2006 - July 2007
Skills
Customer Service, Excel, Lotus Notes, Word, Data Entry, Telephone Skills, Account Reconciliation, Typing, Teamwork, Outlook, Bank Reconciliation, Inventory Management, PowerPoint, Time Management, General Ledger, Cashiering, Microsoft Office, Retail Sales, Microsoft Excel, Management, Microsoft Word, Research
Education
Everest Institute-Pittsburgh
Associate’s Degree, Legal Assistant/Paralegal
Peggy Sciro's Mellon Financial Experience October 2003 - September 2004
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Spa Thayer March 2012 - Present
Hunter Therapeutic Massage September 2011 - Present
Science Applications International Corporation 2004 - 2010
Mellon Financial October 2003 - September 2004
DirectAdvice October 2000 - October 2003
Morgan Stanley April 2000 - October 2000
Atkinson, Haskins, Nellis et al. March 1989 - March 2000
Skills
MS Word, MS Excel, MS Powerpoint, MS Outlook, MS Project, Windows, Microsoft Excel, Outlook, Deep Tissue Massage
Education
Connecticut Center for Massage Therapy-Groton 2009 — 2011
Massage Therapist, Massage and Spa Modalities
Three Rivers Community College 2007 — 2009
Associates of Science, General Studies
Spa Thayer March 2012 - Present
Hunter Therapeutic Massage September 2011 - Present
Science Applications International Corporation 2004 - 2010
Mellon Financial October 2003 - September 2004
DirectAdvice October 2000 - October 2003
Morgan Stanley April 2000 - October 2000
Atkinson, Haskins, Nellis et al. March 1989 - March 2000
Skills
MS Word, MS Excel, MS Powerpoint, MS Outlook, MS Project, Windows, Microsoft Excel, Outlook, Deep Tissue Massage
Education
Connecticut Center for Massage Therapy-Groton 2009 — 2011
Massage Therapist, Massage and Spa Modalities
Three Rivers Community College 2007 — 2009
Associates of Science, General Studies
Bob Geiger's Mellon Financial Experience 1998 - 2002
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
State Street Alternative Investment Solutions 2006 - 2014
State Street 2003 - 2005
State Street 2003 - 2003
Mellon Financial 1998 - 2002
Mellon Financial 1995 - 1997
Mellon Financial 1992 - 1995
Mellon Financial 1989 - 1992
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Asset Management, Risk Management, Fund Of Funds, Due Diligence
Education
Bentley University 1985 — 1989
BS, Economics/Finance
JPMorgan Chase & Co. February 2015 - Present
State Street Alternative Investment Solutions 2006 - 2014
State Street 2003 - 2005
State Street 2003 - 2003
Mellon Financial 1998 - 2002
Mellon Financial 1995 - 1997
Mellon Financial 1992 - 1995
Mellon Financial 1989 - 1992
Skills
Hedge Funds, Equities, Bloomberg, Alternative Investments, Financial Services, Mutual Funds, Investments, Securities, Asset Management, Risk Management, Fund Of Funds, Due Diligence
Education
Bentley University 1985 — 1989
BS, Economics/Finance
Kenneth Weir, CFA's Mellon Financial Experience December 2001 - January 2006
Job Asset Based Lending Underwriter
Industry Staffing and Recruiting
Experience
PNC Business Credit April 2009 - Present
PNC Business Credit January 2006 - April 2009
Mellon Financial December 2001 - January 2006
Skills
Credit Risk, Due Diligence
Education
University of Pittsburgh 2003 — 2005
Masters of Business Administration, Finance
Allegheny College 1994 — 1998
Bachelor of Arts, Economics
PNC Business Credit April 2009 - Present
PNC Business Credit January 2006 - April 2009
Mellon Financial December 2001 - January 2006
Skills
Credit Risk, Due Diligence
Education
University of Pittsburgh 2003 — 2005
Masters of Business Administration, Finance
Allegheny College 1994 — 1998
Bachelor of Arts, Economics
Thomas E. Fleming's Mellon Financial Experience June 2002 - June 2007
Job Managing Director Retired BNY Mellon
Industry Information Technology and Services
Experience
Retired April 2015 - Present
BNY Mellon October 2014 - April 2015
BNY Mellon June 2013 - March 2015
BNY Mellon June 2011 - June 2013
BNY Mellon June 2007 - June 2011
Mellon Financial June 2002 - June 2007
Mellon Financial June 1999 - June 2002
Mellon Financial June 1997 - June 1999
Mellon Financial June 1995 - June 1997
Skills
Solution Implementation, Production Support, Operations Management, operating systems, Process Engineering, Operational Planning, Operational Risk..., Team Leadership, Risk Management, IT Service Management, Service Delivery..., Project Delivery, Project Engineering, Process Automation, Major Incident..., Technology Integration, Technical Support, ITIL, Business Continuity, Financial Services, Project Management, IT Management, IT Strategy, Management, Disaster Recovery, Business Analysis, SDLC, Vendor Management, Process Improvement, Information Technology, Program Management, Integration, Data Center, Enterprise Software
Education
Allegheny College 1980 — 1981
Chemistry and Computer Science
University of Rochester 1979 — 1980
Chemical Engineering
Retired April 2015 - Present
BNY Mellon October 2014 - April 2015
BNY Mellon June 2013 - March 2015
BNY Mellon June 2011 - June 2013
BNY Mellon June 2007 - June 2011
Mellon Financial June 2002 - June 2007
Mellon Financial June 1999 - June 2002
Mellon Financial June 1997 - June 1999
Mellon Financial June 1995 - June 1997
Skills
Solution Implementation, Production Support, Operations Management, operating systems, Process Engineering, Operational Planning, Operational Risk..., Team Leadership, Risk Management, IT Service Management, Service Delivery..., Project Delivery, Project Engineering, Process Automation, Major Incident..., Technology Integration, Technical Support, ITIL, Business Continuity, Financial Services, Project Management, IT Management, IT Strategy, Management, Disaster Recovery, Business Analysis, SDLC, Vendor Management, Process Improvement, Information Technology, Program Management, Integration, Data Center, Enterprise Software
Education
Allegheny College 1980 — 1981
Chemistry and Computer Science
University of Rochester 1979 — 1980
Chemical Engineering
Renaissance Capital
Mellon Bank