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
NASDAR Consultancy Services July 2012 - Present
Johnson Controls August 2013 - January 2014
Wells Fargo October 2012 - July 2013
GE Healthcare January 2008 - August 2012
GE Healthcare January 2004 - December 2007
Mellon Financial March 2003 - December 2003
GHX September 2002 - March 2003
Optelics, Inc July 2001 - August 2002
Aequor Technologies January 2001 - July 2001
Sarvajanik college of engineering and technologies June 1998 - December 2000
Skills
Integration, Solaris, Unix, Data Center, Virtualization, Project Management, Infrastructure, IT Management, ITIL, Servers, Testing, Storage, SDLC, PMP, Operating Systems, Management, IT Operations, Windows Server, Databases, Oracle, Enterprise Architecture, High Availability, VMware, Troubleshooting, Software Documentation, System Administration, System Architecture, Disaster Recovery, Linux, Business Process, Program Management, Requirements Analysis, SAP Netweaver, ERP, HP-UX, Cluster, VMware ESX, Networking, VERITAS Certified..., Hadoop, Flume, pig latin, Hortonworks, Cloudera, Cassandra
Education
Indian institute of Computer Studies 1997 — 1998
Master of Computer Applications (MCA), Software development / Database Management
National Institute of Technology Surat 1993 — 1997
B.E. Computer Sc., Something about Computers
Executive Athlete, LLC April 2007 - Present
Mellon Financial August 2002 - June 2006
Madison Capital Management March 1996 - August 2001
Skills
Executive Coaching, Entrepreneurship..., Revenue Enhancement, Team Facilitation, Conflict Resolution, Sports Psychology, Leadership Development, Strategic Consulting, Negotiation, Motivational Speaker, Training, Motivational Speaking, Workshop Facilitation, Sales, Strategy, Marketing Strategy, Business Coaching, Organizational..., Start-ups, Management Consulting, Management, Marketing
Education
Purdue University 1990 — 1991
M.S., Sports Psychology
University of Minnesota-Twin Cities 1986 — 1990
M.A., Psychology
Confidential November 2007 - Present
M-Logic Inc April 2006 - October 2007
Nurses 24/7 October 2005 - April 2006
Mellon Financial June 2004 - April 2005
Skills
Talent Acquisition, Applicant Tracking..., Recruiting, Onboarding, Internet Recruiting, Technical Recruiting, College Recruiting, Talent Management, Sourcing, Human Resources, Executive Search, Employee Relations, Temporary Placement, Staffing Services, Contract Recruitment, PeopleSoft, Resume Writing, HRIS, Performance Management, Employer Branding, HR Consulting, Vendor Management
Education
Montclair State University 1997 — 2001
BA, Psychology
Bethlehem Baptist Church November 2007 - Present
PNC Community Development Bank September 2011 - May 2015
PNC Mortgage August 2009 - September 2011
Peoples Mortgage Company 2001 - 2008
Mellon Financial January 1995 - May 2000
Skills
Nonprofits, Leadership, Fundraising, Public Speaking, Community Outreach, Leadership Development, Strategic Planning, Community Development, Policy, Training, Adolescents, Event Planning, Finance, Social Networking, Volunteer Management, Staff Development, Event Management, Credit, Non-profits, Coaching, Small Business Lending, Organizational..., Banking, Grant Writing, Program Development, Budgets, Customer Service, Microsoft Office, Team Building, Microsoft Excel, PowerPoint, Management, Loans, Mortgage Lending, Public Relations, Program Management
Education
Point Park University 2015 — 2017
Master's degree, Adult and Continuing Education and Teaching
Robert Morris University 1984 — 1987
Accounting and Business/Management
University of Illinois at Urbana-Champaign 1975 — 1979
Bachelors of Science, Psychology
Strand Fitness LLC December 2012 - Present
Strand Personal Performance July 2003 - December 2012
Equinox, Good Samaritan's Wellness Center, HealthTrack Sports and Fitness January 2004 - May 2005
Fair Isaac August 1999 - July 2003
Mellon Financial June 1981 - July 1999
Skills
Public Speaking, Personal Training, Fitness Training, Strength & Conditioning, Coaching, Leadership Development, Executive Coaching, Entrepreneurship, Team Building, Small Business, Strategic Planning, Leadership, Training, Strength Training, Fitness, Wellness, Yoga, Marketing, Wellness Coaching, Functional Training, Lifestyle Coaching, Cardio, Exercise Physiology, Motivational Speaking, Weight Loss Coaching
Education
Institute for Professional Excellence in Coaching 2004 — 2004
Certification, Professional Coaching
National Personal Training Institute 2003 — 2004
Diploma of Certification, Personal Training, Nutrition Counseling
Purdue University - Krannert School of Management 1977 — 1981
B.S.I.M., Industrial Management, Finance, Marketing, Industrial Engineering
JPMorgan Chase April 2014 - Present
PNC 2012 - 2014
Renaissance Capital 2011 - 2012
Bank of America January 2006 - June 2010
SunTrust Bank 1996 - 2006
Pitney Bowes 1994 - 1996
SunTrust Bank 1993 - 1994
TeleVenture Systems, Inc. [Nissho Iwai American Corporation] 1989 - 1993
Nortel 1987 - 1989
Mellon Financial 1984 - 1987
Skills
Sales, Banking, Commercial Lending, Marketing, Direct Sales, Asset Based Lending, Equipment Finance, Finance, Credit Analysis, Credit, Loans, Financial Services, Management, Investments, Structured Finance, CRM
Education
Penn State University
MBA, Finance and Marketing
State University of New York College at Oswego
BS, Business Administration, Management
Citizens Bank January 2011 - Present
Citizens Bank March 2007 - January 2011
Citizens Bank January 2006 - March 2007
Citizens Bank December 2001 - January 2006
Mellon Financial May 1999 - December 2001
Mellon Financial June 1996 - May 1999
Education
Miami University 1990 — 1994
Bachelor of Science (BS), Business Administration - Finance
Central Catholic High School 1986 — 1990
JPMorgan Chase October 2011 - Present
NYC Department of Education April 2007 - March 2011
AIG April 2006 - April 2007
Mellon Financial June 2000 - April 2006
Merk-medco October 1997 - June 2000
PCF - Publishers Circulation Fulfillment 1989 - 1997
PCF - Publishers Circulation Fulfillment 1989 - 1997
Education
Montclair State University 1985 — 1990
Bachelor's degree, Political Science and Government
First Niagara Bank March 2014 - Present
Bayer September 2010 - March 2014
Medrad February 2001 - September 2010
Mellon Financial 1984 - 2000
Skills
Process Management, Process Mapping, Continuous Improvement, Customer Focus, Focus On Results, Business Process Mapping, Process Improvement, Siebel, Business Process, Testing, Requirements Analysis, Change Management, CRM, SAP, Management, Project Management, Training, Business Intelligence, Troubleshooting, Cross-functional Team..., MS Project, Software Documentation, Quality Assurance, Business Process..., Visio, ERP, Focus Groups
Education
Mansfield University of Pennsylvania
Bachelor of Arts
Oracle September 2012 - Present
Fidelity Investments January 2012 - June 2012
Charles River Development June 2003 - June 2011
Sungard Decalog September 2000 - December 2002
Mellon Financial November 1991 - September 2000
Skills
RoboHelp, FrameMaker, MadCap Flare, HTML, Camtasia, Dreamweaver, Wordpress, CSS, Tortoise SVN, Online Help, Technical Writing, Online Help Development, Software Documentation, SnagIt, Technical Communication, Adobe Acrobat, SharePoint, XML, Agile Methodologies, Business Analysis
Education
Women's Technical Institute, Boston 1990 — 1991
Technical Writing Certificate, Technical Writing
Otis College of Art and Design 1976 — 1978
BFA, Printmaking, Art Criticism
Morgan Stanley Wealth Management April 2004 - Present
Mellon Financial April 1999 - September 2003
Skills
Series 7, Series 66, Service Management, Process Improvement, Management, Mutual Funds, Wealth Management, Investments, Series 63, Uniform Combined State..., FINRA, Financial Advisory, Securities, Asset Allocation, Retirement Planning, Financial Services, Risk Management
Education
Ohio Dominican University 2008 — 2010
MBA, Business
Penn State University 1994 — 1998
B.A., Political Science
Brown Brothers Harriman December 2011 - Present
Eaton Vance April 2010 - August 2010
State Street Investment Analytics January 2007 - August 2009
Mellon Financial July 2004 - January 2007
Skills
Fixed Income, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Finance
Trinity College-Hartford 2000 — 2004
BA, Economics
Sea Education Association 2002 — 2002
Oceanography, Nautical Science
Belmont Hill 1994 — 2000
Mellon Financial 2007 - 2007
Vine and Rose Cleaners May 2004 - July 2005
Emcore June 1998 - July 1999
Agere Systems January 1998 - January 1999
L A Financial Credit Union December 1995 - June 1998
Federal Credit Union January 1995 - January 1998
Courts and Records Federal Credit Union January 1995 - January 1998
Bank One January 1989 - January 1996
Bank One January 1989 - January 1996
Skills
Accounts Payable, Human Resource Assistant, Purchasing, Lotus Notes, Phone Skills, Human Relations, 10 Key, Data Entry, Typing, Outlook, Customer Service, Excel, PowerPoint, Word, Scheduling, Billing, Customer Satisfaction, Teamwork, Microsoft Office, Access, Problem Solving, Call Center, Customer Relations, Documentation, Coordination, Employee Relations, Retail, Research, Social Networking, Administrative Support, Administration, Analysis, Invoicing, Management, Microsoft Excel, Microsoft Word, Telephone Skills
Education
Pasadena City College 1987 — 1992
Pasadena City College 1987 — 1991
Sacred Heart Academy 1981 — 1985
Pasadena City College
General Education
Verizon Wireless March 2010 - Present
AT&T 2008 - 2009
Refrigerated Holdings Inc April 2008 - December 2008
The Intersect Group 2007 - 2008
SunTrust Bank August 2002 - July 2007
Mellon Financial June 2000 - April 2002
Skills
Invoicing, Management, Accounts Payable, Customer Service, Accounts Receivable, SAP, Financial Analysis, Account Management, Customer Retention, Microsoft Office, Telecommunications, Call Center, Accounting, Business Process, Call Centers, Financial Reporting, Human Resources, Process Improvement, Project Management, Sales
Education
Merrimack College 1997 — 2000
Bachelor of Science in Business Administration, Business Management
FindYourOmYoga September 2009 - Present
JUNEBUG CAFƒ May 2009 - November 2009
New Boston Fund March 2008 - December 2008
NEW BOSTON FUND, INC March 2008 - December 2008
Mellon Financial January 2004 - March 2008
Bank of New York Mellon January 2004 - March 2008
OFFICE TEAM June 2002 - July 2003
San Rafael City Schools June 2000 - May 2001
CAMP ZAMA COMMUNITY CLUB July 1999 - January 2001
San Rafael City Schools 2000 - 2001
Education
Northeastern University 2006 — 2008
Bachelor's, Leadership/ Arts & Humanities
Katharine Gibbs College 1996 — 1998
Associates, Business Administration/Medical Specialization
Massachusetts Institute of Technology August 2008 - Present
Facebook July 2012 - October 2012
Microsoft Corporation June 2010 - September 2010
Microsoft Corporation June 2009 - September 2009
Peerium Inc. June 2008 - August 2008
Google June 2007 - August 2007
Harvard Medical School May 2006 - August 2006
Mellon Financial June 2005 - August 2005
Skills
Computer Science, Software Engineering, Programming Languages, LaTeX, Python, Computational Biology, Scala, Glitter, Programming, Haskell, Software Development, C, Algorithms, Java, C++, Research, Distributed Systems, Machine Learning, Matlab
Education
Massachusetts Institute of Technology 2010 — 2014
Ph.D., Computer Science
Massachusetts Institute of Technology 2008 — 2010
M.S., Computer Science
Harvard University 2004 — 2008
Bachelor of Arts, Computer Science
Collaborative Consulting April 2014 - Present
Fidelity Investments February 2012 - April 2013
Fidelity Investments February 2009 - June 2010
Fidelity Investments February 2003 - February 2009
Fidelity Investments November 1999 - February 2003
Fidelity Investments March 1997 - November 1999
Fidelity Investments April 1996 - March 1997
Fidelity Investments June 1992 - March 1996
The Shareholder Services Group December 1990 - June 1992
Mellon Financial February 1984 - December 1990
Skills
Process Improvement, Organizational..., Organizational..., Collaborative, Change Management, Software Project..., Management, Project Management, Quality Assurance, Team Leadership, Program Management, Testing, Project Portfolio..., Vendor Management, Software Development, Business Analysis, SDLC, SQL, Analysis, IT Strategy, Leadership, Risk Management, ITIL, System Administration, Security, Requirements Analysis, Collaboration, Enterprise Architecture, Integration, Agile Methodologies, Requirements Gathering, Visio, Financial Services, Business Process..., IT Management, Agile Project Management, Systems Analysis, Waterfall, Business Intelligence, Business Requirements, Release Management, Resource Management, Governance, PMP, SOA, Outsourcing, Business Process, Disaster Recovery, SharePoint, Data Warehousing
Education
Lowell Technological Institute 1971 — 1975
BS, Mathematics
PMI 2012 — 2012
Certificate, Microsoft Project, Pass
Northern Essex Community College 2011 — 2012
Project Management Certificate, PMI Project Management, Pass
Fidelity Investments Training Programs 2000 — 2010
N/A
The College Board April 2012 - Present
Northeastern University 2003 - Present
Northeastern University 2003 - 2011
Northeastern University 2001 - 2003
Mellon Financial 1999 - 2001
Palmer & Dodge LLP 1990 - 1999
Skills
Fundraising, Strategic Communications, Program Management, Higher Education, Leadership, Nonprofits, Media Relations, Strategic Planning, Policy Analysis, Non-profits, Event Management, University Teaching, Strategy, Training, Grants, Project Management, Management, Business Development, Public Relations, Public Speaking, Student Affairs
Education
New England School of Law
Juris Doctor
Northeastern University
Bachelor of Science, Public Administration
Energy Edge Technologies Corporation January 2003 - Present
Mellon Financial 2001 - 2004
PricewaterhouseCoopers 1998 - 2001
Skills
Energy, Sustainability, Sustainable Design, Green Building, Green Technology, Energy Efficiency, Energy Management, Energy Conservation, Energy Trading, Renewable Energy, Energy Audits, Alternative Energy, Green Energy, Green Roofs, Commodity Markets, Sustainable Energy, Environmental Awareness, Management, Cleantech, Solar Energy, Sustainability..., Energy Policy, Photovoltaics, Leadership, Smart Grid, Demand Response, LEED, Building Automation, Strategy, Sustainable Development, Carbon Neutral, Retrofit
Education
Michigan State University
Eng
Montclair State University
MBA
Rider University
BA
PNC Bank August 2013 - Present
ACCOY January 2007 - August 2013
Mellon Financial February 2002 - August 2006
Skills
Talent Acquisition, Sourcing, Contract Recruitment, Technical Recruiting, Applicant Tracking...
Education
Point Park University
BS, Management Science
Bentley Systems May 2012 - Present
InspectTech November 2011 - May 2012
BNY Mellon January 2005 - November 2011
Mellon Financial March 2003 - January 2005
Skills
Microsoft SQL Server, VB.NET, Visual Studio, SQL, T-SQL, Disaster Recovery, C#, .NET, C++, IIS, XML, Visual Basic, JavaScript, Oracle, ASP.NET, Windows Server, Databases, AJAX, Web Services, Requirements Analysis, Web Applications, jQuery, Crystal Reports, Software Development, TFS, SDLC, Software Design, Scrum, PL/SQL, AngularJS, MSBuild
Education
Point Park University 2006 — 2007
MBA, Business
Point Park University 1999 — 2001
Bachelor of Science, Information Technology
Hilton Worlwide November 2000 - Present
Mellon Financial December 1999 - October 2000
Simon Mall @ Liberty Tree October 1998 - December 1999
Sheraton Ferncroft Hotel and Resort November 1997 - July 1998
Starwood Hotels & Resorts Worldwide, Inc. June 1996 - November 1997
Westin Hotels September 1993 - June 1996
Skills
Physical Security, OSHA Compliance, Security Audits, Criminal Investigations, Crime Prevention, Crisis Management, Fire Safety, Well Diversified, Fire Protection, Safety Management, Public Safety, Customer Service..., Food Safety, Business Continuity, Workplace Safety, Workers Compensation, Workplace Violence, Security Management, Operations Management, Conflict Resolution, Team Motivator, Cpr Certified, Corporate Security, CCTV, Interrogation, Executive Protection, Emergency Management, Surveillance, Risk Assessment, Law Enforcement, Loss Prevention, Investigations, First Responder, Fraud Investigations, Background Checks, Firearms, Compliance, Government Liaison, Asset Protection, Team Building, Disaster Preparedness, Disaster Recovery, Security Awareness, Auditing, Access Control, Private Investigations, Enforcement, Fraud, Hearing Tests, Policy
Education
Northeastern University 1992 — 1994
BS, Criminal Justice
SUNY Cayuga 1990 — 1992
AAS, Criminal Justice
West Genesee High School 1987 — 1990
HS Diploma, CJ
Maple Capital Management September 2005 - Present
Mellon Financial July 2004 - August 2005
SunTrust Bank March 2000 - June 2004
TradeStreet Investment Associates 1998 - 2000
NationsBank 1996 - 1998
Valuemetrics 1994 - 1996
First Union National Bank 1987 - 1994
Skills
Portfolio Management, Mutual Funds, Investments, Equities, Wealth Management, Financial Analysis, Asset Allocation
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA
CFA Institute 1994 — 1996
CFA, Investment Management
North Carolina State University - College of Management 1981 — 1986
BA, Business Management
Charlotte Catholic High School 1981 — 1985
Santander Bank, N.A. March 2014 - Present
BNY Mellon December 2007 - Present
BNY Mellon July 2006 - June 2007
Mellon Financial July 2004 - June 2006
Mellon Financial July 2003 - July 2004
Mellon Financial June 1999 - July 2000
Mellon Financial August 1998 - July 1999
Skills
Operational Risk..., Internal Audit, Enterprise Risk..., Compliance, SOX, Risk, Due Diligence, Asset Management, AML, Financial Risk
Education
Western New England College School of Law 1995 — 1998
Jurist Doctorate, Law
Nova Southeastern University 2001 — 2003
Masters of Business, Finance, Human
Westfield State College 1989 — 1993
Bachlor of Arts, History, Political Science
GSW Advertising April 2014 - Present
Publicis Healthcare Communications Group June 2012 - April 2014
Omnicom Media Group February 2010 - May 2012
PHD Media February 2010 - July 2011
WebMD December 2006 - January 2010
Alloy, Inc. February 2004 - November 2006
Mellon Financial October 1999 - October 2003
PricewaterhouseCoopers 1999 - 2001
ILX Systems 1999 - 1999
Interlink Metals 1996 - 1999
Skills
Talent Acquisition, Succession Planning, Applicant Tracking..., Recruiting, Policy, Strategy, Onboarding, Talent Management, Internet Recruiting, Technical Recruiting, Employer Branding, Sourcing, Executive Search, Employee Engagement, Employee Relations, Social Networking, Interviews, Personnel Management, Human Resources, Management, Leadership, Marketing, Training, Account Management, Screening, Employee Benefits, Deferred Compensation, Hiring, Networking, Search
Education
Queens College 1991 — 1995
BA, Psychology
AbelsonTaylor, Inc June 2000 - Present
Guardian Auto Rebuilders April 1994 - June 2000
Central Decorating March 1992 - April 1994
Mellon Financial February 1980 - April 1989
Skills
Visio, Outlook, Process Scheduler, Extensive domestic and..., Meeting Planning, Hospitality, Training, Microsoft Excel, Microsoft Word, Sales, Customer Service, Marketing Communications, Data Entry, Social Media Marketing, Marketing
Education
Evergreen Park High School
Moraine Valley Community College
Data Processing Certificate, Business
Stephens Landscape Design April 2014 - September 2014
Free Lance SEO Content / Technical Writer April 2013 - December 2013
IS Partners LLC October 2012 - December 2012
Compliance Services May 2012 - October 2012
Steel Valley OIC September 2010 - May 2012
Stephens Landscape Design March 2009 - February 2010
PNC Financial Services Group February 2005 - September 2008
Mellon Financial April 2002 - February 2005
Mellon Financial January 1999 - March 2002
Mellon Financial Corporation April 1993 - January 1999
Skills
Compliance, Internal Controls, Internal Audit, Corporate Governance, Ethics, Enterprise Risk..., Operational Risk..., Auditing, Risk Assessment, Quality Assurance, Policy Writing, Procedure Development, procedure manuals, Strategy, Due Diligence, Regulatory Requirements, Privacy Compliance, Report Writing, regulatory..., Operations Process..., Business Process..., Policy Analysis, Technical Writing, Process Improvement, Management, Training, Financial Services, Finance, Analysis, Software Documentation
Education
Penn State University
BS, Business Administration, Accounting
Community Bank - Wheaton/Glen Ellyn October 2007 - Present
LaSalle Bank April 1999 - October 2007
Citibank FSB - Illinois October 1997 - April 1999
Citicorp Leasing June 1989 - September 1997
Mellon Financial 1986 - 1989
Mellon Financial 1986 - 1989
Mellon Financial 1986 - 1989
Skills
Cash Management, Small Business Lending, Community Banking, Business Acquisition..., SBA 504, Loans, Public Speaking, Portfolio Management, Depository Services, Remote Deposit Capture, Deposits, Investments, Asset Based Lending, Commercial Lending, ACH, Team Leadership, Mentoring, Leadership, Commercial Mortgages, Lines Of Credit, Treasury Management, Commercial Banking, Banking, SBA, Loan Origination
Education
Northern Illinois University
Bachelor's degree, Political Science and Government
University of Illinois at Chicago
Accounting and Finance
PNC July 2014 - Present
BNY Mellon March 2012 - Present
BNY Mellon March 2012 - Present
BNY Mellon February 2011 - February 2012
BNY Mellon May 2009 - February 2011
BNY Mellon April 2008 - May 2009
Mellon Financial December 2005 - March 2008
Mellon Financial June 2003 - November 2005
Mellon Financial June 2001 - June 2003
Mellon Financial September 1999 - June 2001
Skills
Windows 7, Windows XP Pro, Microsoft Office, Lotus Notes, Lotus Domino, Microsoft Exchange, MS Project, Microsoft Excel, Microsoft Word, PowerPoint, Remedy 7, Active Directory, VPN, Blackberry, Blackberry Enterprise..., SharePoint, Access, Remote Access, Remote Desktop, Project Management, Strategic Planning, Project Planning, Troubleshooting, Management, Technical Writing, Training, Communication
Education
Pittsburgh Technical Institute 1997 — 1999
Associate's degree, Computer Systems Specialist
Pittsburgh Technical Institute 1997 — 1999
Associate; Degree, Specialized Technology; Computer Systems Specialist
Capital BlueCross July 2012 - Present
Capital Blue Cross December 2008 - July 2012
Capital BlueCross November 2007 - December 2008
First Reliance Bank January 2007 - November 2007
Commerce Bank of PA August 2000 - January 2007
Mellon Financial April 1987 - August 2000
Citizens and Northern Bank April 1984 - April 1987
Skills
Strategic Planning, Health Insurance, Public Relations, Team Building, New Business Development, Public Speaking, Marketing Communications, Marketing Strategy, Marketing, Media Relations, Healthcare, Advertising, Retail, Account Management, Social Media, Event Planning, Customer Service, Corporate Communications, Non-profits, Integrated Marketing, Brand Management
Education
University of Virginia 1988 — 1990
Graduate School of Retail Managment, Retail Banking
Mansfield University of Pennsylvania 1979 — 1982
B.S. Business Administration, Business Administration and Management, General
ADP July 2015 - Present
ADP May 2013 - June 2015
ADP July 2010 - May 2013
ADP Major Accounts Division February 2009 - July 2010
ADP Retirement Services February 2007 - February 2009
ADP Retirement Services February 2005 - February 2007
ADP November 2003 - February 2005
Mellon Financial December 2000 - November 2003
Price Waterhouse Management Consultants July 1999 - December 2000
Skills
Salesforce.com, Salesforce Training, Sales Management, Sales Operations, Leadership, Leadership Development, Sales, Cold Calling Experience, Business Development, Sales Growth, Coaching, Solution Selling, Account Management, Relationship Management, Institutional Sales, Financial Services, Financial Management..., Training, Matrix Management
Education
Seton Hall University 2000 — 2003
MBA, Finance and Financial Management Services
Monmouth University 1993 — 1997
Bachelor's degree, Business Administration, Management and Operations
Pope John XXIII Regional 1990 — 1993
Intergenerational Communication Solutions May 2005 - Present
Central Ohio ASTD January 2013 - December 2013
Dinner with Grayce 1998 - 2000
Riverside Methodist Hospital September 1985 - November 1994
Piad Precision Castings Corp. May 1981 - August 1985
Mellon Financial August 1980 - May 1981
Skills
Program Development, Instructional Design, Leadership Development, Organizational..., Non-profits, Public Speaking, Organizational..., Needs Analysis, Strategic Planning, Team Building, Training, Leadership, Human Resources, Management, Change Management, Marketing Communications, Process Improvement, Workshop Facilitation, Project Planning, Nonprofits
Education
Otterbein University 2000 — 2005
BA, Organizational Communication
Varna Group LLC September 2012 - Present
CEB September 2012 - Present
CEB September 2012 - Present
CEB January 2007 - September 2012
CEB April 2003 - July 2005
Sylvan Learning February 2002 - March 2003
Sylvan Learning March 2000 - June 2001
Sylvan Learning October 1998 - February 2000
Sylvan Learning December 1996 - September 1998
Mellon Financial October 1995 - November 1996
Skills
Product Marketing, Marketing Strategy, Revenue Forecasting, Business, Growth Strategies, Training, Emerging Markets, Selling Skills, Product Management, Strategy, Cross-functional Team..., Market Research, Public Speaking, Brand Management, Customer Intelligence, Business Coaching, Sales Management, Presentations, Marketing, Business Development, New Business Development, Leadership, Entrepreneurship, Consulting, Sales, Coaching, Management Consulting, Marketing Management, Strategic Partnerships, Leadership Development, Business Strategy, Workshop Facilitation, Analysis
Education
University of Virginia Darden School of Business 2008 — 2010
MBA
Penn State University 1991 — 1995
Bachelor of Science
Belimo Aircontrols September 2011 - Present
Crowne Plaza Hotel, Southbury CT November 2009 - September 2011
The Hartford March 2005 - January 2009
Mellon Financial 2000 - 2005
Skills
Trade Shows, Event Management, Budgets, Meeting Planning, Management, Hotels, Sales, Sponsorship, Recruiting, Food & Beverage, Public Speaking, Marketing Communications, Marketing, Public Relations, Social Media Marketing, Contract Negotiation, Event Planning, Corporate Events, Marketing Strategy, Hotel Management, Account Management, Online Marketing, Hospitality Industry, Coordinating Events, Market Research, Strategic Planning, Social Networking, Fundraising, Negotiation, Tourism, Hospitality, Direct Marketing, Business Development, Customer Satisfaction, Customer Service, CRM, Market Planning, Sales Management, Product Marketing, New Business Development, Convention Services
Education
Quinnipiac University 1995 — 1999
Xerox Services January 2015 - Present
Buck Consultants at Xerox May 2013 - December 2014
Buck Consultants at Xerox January 2010 - April 2013
Buck Consultants, an ACS company January 2003 - December 2009
Mellon Financial January 1998 - December 2002
Buck Consultants August 1986 - December 1997
Skills
401k, Defined Benefit, health and welfare..., Global Stock Plan..., Benefits Administration, Employee Benefits, Manage Client..., Fiscally Responsible, BPO, Vendor Management, HR Consulting, COBRA, Compensation & Benefit, Process Improvement, Outsourcing
Education
Pace University
BBA, Finance, Mathematics
Coldwell Banker Residential Brokerage March 2012 - Present
Mellon Financial November 1996 - June 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Real Estate, Customer Service, Management, Research, Sellers, Investment Properties, Sales, First Time Home Buyers
Education
Montclair State University 1990 — 1995
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Wells Fargo March 2004 - Present
Communifax February 2003 - December 2003
Citizens Bank November 1998 - March 2003
Mellon Financial 1998 - 2003
Leadsource November 1995 - October 1998
Mailing Services of Pittsburgh (MSP) November 1992 - October 1995
Skills
Direct Marketing, Database Marketing, Email Marketing, Advertising, Management, End to End Campaign..., Integrated Marketing, Customer Acquisition, Customer Segmentation..., Lead Generation, Creative Direction, Segmentation, Marketing, Direct Mail
Education
Penn State University 1988 — 1992
BS, Marketing
Progressive Insurance May 2010 - Present
BeachCliff Ventures LLC February 2010 - Present
StartupBus March 2013 - August 2013
Progressive Insurance December 2006 - May 2010
Progressive Insurance December 2004 - December 2006
Progressive Insurance September 2003 - December 2004
Progressive Insurance May 2002 - September 2003
Mellon Financial June 2001 - September 2001
Skills
Windows Server, Disaster Recovery, ITIL, Firewalls, Security, Entrepreneurship, Start-ups, Linux, Active Directory, LDAP Administration, Microsoft Exchange, RSA Security, VMware, EMC, HP Server Hardware, F5 BigIP, IT Operations, Amazon EC2, Ruby on Rails, Hadoop, Mac OS X, IIS, JavaScript, OS X, Wordpress, iOS development, PHP, MySQL, Amazon Web Services..., .NET, NoSQL, C#, Powershell, Reliability Engineering, System Deployment, Android, Objective-C, Mobile Applications, HTML 5, CSS, BMC Remedy, Virtual Currency, Currency Exchange, IBM Rational Tools, Nginx, SharePoint
Education
Ohio University 1999 — 2003
BBA, Entrepreneurship/Management Information Systems
St. Mary’s University, Twickenham 2001 — 2002
BNY Mellon December 2014 - Present
BNY Mellon February 2010 - December 2014
PNC Financial Services Group February 2007 - February 2010
Mellon Financial June 2006 - August 2006
Unilever HPC June 2005 - January 2006
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2002 — 2006
Bachelor of Science (BS), Information Sciences & Technology
GW&K Investment Management October 2014 - Present
FHLB Boston February 2012 - October 2014
Newfleet Asset Management December 2009 - February 2012
Securities Finance Trust Co. April 2002 - December 2009
Mellon Financial 2001 - 2002
Skills
Structured Finance, Quantitative Credit, Cash Flow Analytics, MBS, ABS, Liquidity Management, Restructuring, Distressed Debt, Cash Management, Portfolio Management, Fixed Income, Asset Managment, Trading, Structured Products, Securitization, Whole Loans, Market Risk, Investment Management, Loans, Securities, Alternative Investments, Risk Management, Asset Management, Bonds, Derivatives, Investment Strategies, Valuation, Investments
Education
Cornell University - Johnson Graduate School of Management
MBA; with Distinction
Quinnipiac University - School of Business 1997 — 2001
BS, Accounting
Fiserv Output Solutions March 2003 - Present
SEI October 2000 - March 2003
Pitcairn August 1999 - October 2000
Mellon Financial January 1994 - August 1999
Skills
Process Improvement, Team Building, Vendor Management, Business Analysis, Salesforce.com, Strategic Planning, Account Management, Banking, New Business Development, Cross-functional Team..., CRM, Customer Satisfaction, Solution Selling, Product Management, Lead Generation
Education
Philadelphia University 1990 — 1994
Accounting
TIAA-CREF March 2006 - Present
Mellon Financial January 2003 - March 2006
Price Waterhouse Management Consultants April 1997 - January 2003
Skills
Employee Benefits, Human Resources, Outsourcing, Customer Service, Microsoft Office, SQL, HR Policies, Retirement, Communication, Strategy, Training, Program Management, Project Management
Education
North Carolina State University 1991 — 1996
Bachelor of Science (B.S.), Accounting
Wake Christian Academy 1979 — 1991
North Carolina Department of Revenue 2014 - Present
Affordable Care Inc. 2011 - 2014
Workplace Options 2010 - 2011
Tekelec 2007 - 2010
Central Carolina Community College 2001 - 2010
Tekelec 2007 - 2007
Tekelec 2006 - 2007
Mellon Financial 2002 - 2006
PricewaterhouseCoopers 2001 - 2002
Price Waterhouse Coopers 1998 - 2001
Skills
Leadership, PeopleSoft, Microsoft Office, Networking, Learning Management..., Social Networking, Goal Oriented, Social Skills, Ceridian, Confidentiality, Leadership Development, Performance Management, Organizational..., Organizational..., Talent Management, Coaching, Change Management, Succession Planning, Human Resources, Employee Relations, Training, Cross-functional Team..., Process Improvement, Team Leadership, Recruiting, Team Building, Personnel Management, Employee Engagement, Management, Program Management, Interviews, Management Consulting, Employee Training, Strategic Planning, Career Development, Project Management, Instructional Design, Management Development, Employee Benefits, Needs Analysis, HR Policies, Business Strategy, Outsourcing, Onboarding
Education
North Carolina State University 2001 — 2008
Doctor of Education, Adult Education, Training and Development, I/O Psychology
HCI Certification 2012 — 2012
North Carolina State University 1998 — 2001
Master of Education, Training and Development, Technology and Assessment
University of Minnesota-Twin Cities 1984 — 1988
BS Business, Finance & Economics
First Republic Bank April 2003 - Present
Mellon Financial June 1993 - May 2003
Connecticut National Bank 1987 - 1990
Connecticut National Bank 1987 - 1990
Skills
Banking, Loans, Customer Service, Sales, Leadership, New Business Development, Executive Management, Business Strategy, Securities, Wealth Management, Management
Education
Providence College 1984 — 1987
BA, Mathematics and Business Studies
First Commonwealth Bank February 2006 - Present
Citizens Bank January 2005 - January 2006
Mellon Financial February 2000 - October 2000
Mellon Bank May 1997 - February 2000
Skills
Loans, Banking, Small Business Lending, Commercial Lending, Credit, Commercial Banking, Customer Service, Mortgage Lending, Team Building, Coaching, Credit Analysis, Retail Banking, Sales Management, Portfolio Management, Lines Of Credit, Leadership, Finance, Sales, CRM
Education
Penn State University 1987 — 1992
BS, Education
University of Pittsburgh and Robert Morris
Masters Degree Work, Education and Instructional Leadership
Avon September 1997 - Present
Bank of New York Mellon June 2011 - July 2012
Bank of New York Mellon January 2005 - February 2010
Mellon Financial January 1985 - March 2004
Skills
Project Management, MS Office Suite, MS Powerpoint, SharePoint, Mac, COBOL, MS Outlook, Analysis, Management, Project Planning, Outlook, Customer Service, Microsoft Office, Business Analysis, PowerPoint
Education
Penn State University 1982 — 1984
Associates, Computer Science
Elizabeth Forward High School 1979 — 1982
HS Diploma
Dell February 2012 - Present
Dell Boomi November 2009 - February 2012
Boomi, Inc. July 2008 - November 2009
Boomi, Inc. June 2006 - June 2008
Mellon Financial June 2004 - May 2006
Skills
Cloud Computing, Integration, EAI, SOA, Salesforce.com, Data Migration, Master Data Management, NetSuite, SAP, Zuora
Education
Penn State University 2000 — 2004
BS, Information Sciences and Technology
The PrivateBank September 2015 - Present
JPMorgan Chase July 2014 - September 2015
JPMorgan Chase November 2011 - July 2014
JPMorgan Chase July 2009 - October 2011
JPMorgan Chase October 2008 - July 2009
Wolters Kluwer Financial Services February 2007 - October 2008
Mellon Financial August 2000 - August 2001
Skills
Accounting, Tax, Finance, Financial Analysis, Financial Reporting, Research, Asset Management, Analysis, Strategic Planning, Microsoft Excel
Education
Loyola University Chicago School of Law 2001 — 2004
JD, Taxation
Tufts University 1995 — 1999
BA, Political Science
Building Service 32BJ Benfit Funds July 2005 - Present
Mellon Financial August 2002 - June 2005
Skills
Program Management, Legal Research, ERISA, Mergers, Policy Analysis, Employment Law, Risk Management, Employee Benefits, Legal Writing, Process Improvement, Deferred Compensation, Policy, Mergers & Acquisitions, Due Diligence, Financial Services, Nonprofits, Benefits Administration, Litigation, Project Management, Compliance
Education
Whittier Law School 1988 — 1989
N/A, Law
University of Richmond School of Law 1986 — 1989
Randolph-Macon College 1982 — 1986
BS, Political Science
Oil City High School
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - June 2015
JPMorgan Chase January 2013 - April 2014
JPMorganChase November 2009 - January 2013
JPMorgan Chase October 2005 - November 2009
PNC Financial Services Group October 2003 - October 2005
Mellon Financial March 2000 - October 2003
American Express Financial Advisors June 1999 - March 2000
Skills
Auditing, Wealth Management, Investment Management, Mortgage Lending, Fraud, Electronic Funds..., Enterprise Risk..., Risk Management, Internal Audit, Banking, Internal Controls, Sarbanes-Oxley Act, Operational Risk..., Operational Risk, Trusts, Hedge Funds, Alternative Investments
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Accounting
Penn State University 1995 — 1999
BS, Economics
Associated Buyers January 2014 - Present
Small World Wireless AT&T June 2013 - December 2013
Crane Payment Solutions January 2011 - February 2012
Nexcelom Bioscience April 2008 - October 2011
BNY Mellon December 2005 - April 2008
Mellon Financial November 2005 - April 2008
Daddy's Junky Music May 2004 - November 2005
Hitchiner Manufacturing May 2001 - August 2002
Skills
Excel Pivot, Microsoft Excel, Vlookup, IBM AS/400, Great Plains Dynamics, Great Plains Software, Dynamics, QuickBooks, QuickBase, Product Cost Analysis, Cost Variance Analysis, Operational Cost..., Word Processing, PowerPoint, Access, iTelecash, WebSTP, all Adobe Programs, Bloomberg Terminal, Inventory Planning, Inventory Management, Inventory Forecasting, Inventory Accounting, Purchasing Negotiation, Purchasing Supplies, Purchasing Power, Purchasing, Purchasing Agents, Procurement, Procurement Contracts, Buyer, Buyer's Agent, Contract Management, Contract Pricing, Vendors, Vendor Audit, Vendor Contracts, Vendor Managed Inventory, Vendor Management Skills, Supply Management, Supply Purchasing, Supply Ordering, Supply Chain, Supply Operations, Demand Forecasting, Price Forecasting, Supply Chain Software, Manufacturing, Manufacturing Cost, Manufacturing Processes
Education
Nyack College 2001 — 2004
B.S., Bachelors of Science: Business Administration with a concentration in Finance and Economics.
Nyack College 2000 — 2004
Bachelors of Science, Business Administration; Accounting
JLT Specialty Insurance Services Inc. May 2015 - Present
Willis January 2012 - May 2015
Chartis October 2009 - January 2012
American International Group August 2006 - October 2009
Mellon Financial May 2004 - August 2004
Skills
Underwriting, Property & Casualty..., Mergers & Acquisitions, Insurance, Commercial Insurance, Professional Liability, Risk Management, Liability, D&O, Brokers, Private Equity, Employment Practices..., Fiduciary
Education
Penn State University 2002 — 2006
B.S. in Actuarial Science
Numerex May 2006 - Present
Northwest Technology Group, Inc February 2004 - August 2007
Mellon Financial 2002 - 2004
Harbor Technology Group 1999 - 2002
Education
Montana State University-Bozeman
BS, Computer Science
Deloitte January 2014 - Present
BNY Mellon December 2012 - January 2014
BNY Mellon October 2010 - December 2012
BNY Mellon July 2007 - September 2010
Mellon Financial July 2005 - July 2007
Skills
Software Development, SQL, Unix Shell Scripting, Project Management, SDLC, Java, Security, Oracle, Requirements Gathering, Sailpoint, Identity Management, IT Management, Enterprise Architecture, IT Strategy, Software Engineering, Integration, ETL, Business Requirements, Consulting, Information Security, Information Security..., Disaster Recovery
Education
Universidad de Granada 1997 — 2004
MS
Northern Illinois University 2002 — 2003
Deloitte Consulting August 2010 - Present
Deloitte Consulting August 2008 - July 2010
Deloitte Consulting July 2006 - July 2008
Mellon Financial January 2001 - July 2006
PricewaterhouseCoopers 1999 - 2001
Skills
Management Consulting, Talent Management, Business Process..., Organizational Design, Financial Services, Human Capital, Securities, Human Resources, Shared Services, HR Consulting, BPO, Change Management, Outsourcing, Organizational..., Employee Engagement, Culture Change, Vendor Management, HR Transformation, Project Management, Governance, Operating Models, Financial Regulation, Benefits Administration, Stakeholder Engagement, HRIS, Capital Markets, Cultural Awareness, Cultural Diversity, Program Management, Outsourced HR Services, Total Rewards, Third Party Vendor..., Consulting, Strategic Planning
Education
Providence College 1995 — 1999
B.S., Biology
Puritan Backroom Restaurant 2010 - Present
Shields & Company, Inc. 2004 - 2010
Mellon Financial 2001 - 2003
Education
Middlebury College 1996 — 2000
BA, Economics
Hotchkiss School 1992 — 1996
Audible, Inc. October 2006 - Present
Mellon Financial 2004 - 2006
Medco Health Solutions 2000 - 2004
Skills
Call Center, CRM, Customer Acquisition, Web Analytics, E-commerce, Analytics, Digital Marketing, Process Improvement, Product Management, Strategy, User Experience, Management, Customer Experience, Digital Media, Project Management, Mobile Devices, Start-ups, Digital Strategy, Vendor Management, SEM, Strategic Partnerships, Call Centers, Cross-functional Team...
Education
Villanova University 1996 — 2000
Bachelor’s Degree, Business Administration and Management, Management Information Systems
Montclair State University 2014 — 2015
Master of Business Administration (M.B.A.)
BNY Mellon 2014 - Present
BNY Mellon 2012 - January 2014
BNY Mellon 2010 - 2014
BNY Mellon 2009 - 2010
BNY Mellon 2008 - 2009
BNY Mellon 2007 - 2008
Mellon Financial 2005 - 2007
Mellon Financial 2004 - 2005
Mellon Financial 2003 - 2004
Mellon Financial 1998 - 2003
Skills
Cash Management, Financial Services, Process Improvement, Risk Management, Disaster Recovery, Business Analysis, Project Management, Integration, Microsoft SQL Server, Banking, Oracle, Access, SQL, Analysis, Financial Risk, Management, Financial Analysis, Vendor Management, CRM, Business Process...
Education
Point Park University 2004 — 2006
MBA, Information Technology Administration and Management
Point Park University 2002 — 2004
Bachelor of Science (B.S.), Information Technology & Management
Och-Ziff Capital Management January 2013 - Present
Och-Ziff Capital Management March 2009 - February 2012
GoldenTree Asset Management September 2004 - February 2009
Mellon Financial August 2003 - August 2004
U.S. Trust Company July 2000 - August 2003
Skills
Hedge Funds, Investor Relations, Product Marketing, Leveraged Finance, Marketing, Strategic Partnerships, Structured Products, Structured Finance, Bonds, Derivatives, Venture Capital, Mergers & Acquisitions, Emerging Markets, Credit, Investment Banking, Finance, Investment Management, Risk Management
Education
Penn State University 1996 — 2000
Bachelor of Arts, Pre-Law & Criminal Justice
Rogue Valley Urology June 2014 - Present
AllCare Internal Medicine June 2013 - Present
Rogue Valley Urology 2014 - 2015
Arizona Priority Care Plus September 2012 - June 2013
ALLCARE April 2006 - September 2012
Mellon Financial October 2005 - April 2006
Smith Barney/Citgroup Global Markets, Inc. August 2000 - October 2005
Skills
Public Speaking, Writing, Team Building, Coaching, Supervisory Skills, Financial Systems..., Web Design, Risk Management, Budgets, Management, Training, Leadership, Project Planning, Project Management, Team Leadership, Healthcare, Healthcare Management, Hospitals, Customer Service, Analysis, Strategic Planning, Marketing
Education
Pace University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Hewlett-Packard Senior Software EngineerUnemployedMarch 2015 - Present
Hewlett-Packard October 2013 - Present
Hewlett-Packard July 1999 - October 2013
BankBoston April 1998 - June 1999
Mellon Financial January 1998 - April 1998
Skills
COBOL, VSAM, JCL, Easytrieve, Mainframe, DB2, SDLC, TSO, MVS, IBM Mainframe, IMS DB/DC, Systems Analysis, Requirements Analysis, Fileaid, FTP, Endeavor, SQL, ISPF, z/OS, Databases, Telon, Programming, Endevor, SPUFI, IBM Utilities, DB2/SQL, PL/1, Syncsort, QMF, OS/390, Control-M, Application Development, CA7, Full Life Cycle..., Software Development
Education
Northeastern University 1983 — 1994
bs, managementt, Graduate
MUFG UNION BANK, N.A. July 2012 - Present
Western Asset Mgmt Company September 2004 - July 2012
Mellon Financial August 1998 - June 2004
Toyota Financial Services August 1997 - August 1998
Skills
Securities, Equities, Capital Markets, Valuation, Microsoft Excel, Mutual Funds, Banking, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Strategic Planning, Accounting, Derivatives, Financial Services, Bonds
Education
Norwich University 1993 — 1997
BS, Accounting
Allen Harim March 2015 - Present
Bank of New York Mellon August 1998 - February 2015
Mellon Financial 1998 - 2008
Godwin Associates 1994 - 1998
Skills
Recruiting, Relationship Management, Risk Management, Human Resources, Vendor Management, Employee Relations, Onboarding, Financial Services, Payroll, Talent Acquisition, Temporary Placement, SDLC, Management, Applicant Tracking..., Performance Management, PeopleSoft, Employee Engagement, Interviews, Project Management, Customer Service, Affirmative Action, Succession Planning, Technical Recruiting, Employee Benefits, College Recruiting, Securities, Talent Management, Banking
Education
Nichols College 1994 — 1998
Brown Advisory March 2012 - Present
Eaton Vance May 2006 - February 2012
Fidelity June 2004 - May 2006
Mellon Financial June 2001 - June 2004
Skills
Series 7, Series 6, Series 63, Series 65, Mutual Funds, Separately Managed..., Investment Strategies, Asset Management, Investment Management, Sales, Securities, Investment Advisory, Invertebrate Zoology
Education
Providence College 1997 — 2001
Bachelor of Arts (BA)
The Williams School 1993 — 1997
SS&C Technologies August 2005 - Present
Evare August 2005 - Present
Mellon Financial July 1996 - August 2005
Education
Northeastern University 1992 — 1996
BS
BNY Mellon September 2013 - Present
BNY Mellon August 2005 - September 2013
Mellon Financial December 2003 - August 2005
Mellon Financial February 2003 - December 2003
Mellon Financial June 2000 - February 2003
US Steel 1998 - 2000
Skills
SDLC, Disaster Recovery, Business Analysis, SQL, Visio, Integration, Technical Support, IT Management
Education
Point Park University 2004 — 2005
MBA, Information Technology Management
University of Pittsburgh 1996 — 2000
Bachelors Degree, Applied Mathematics
Smithsonian Institution, National Museum of Natural History, Dept. of Botany September 2013 - February 2014
Field to Family March 2010 - February 2013
fsbo-iowa.com January 2006 - March 2009
Pearson February 2005 - July 2005
Mellon Financial March 2001 - February 2004
marchFIRST November 2000 - March 2001
Social Security Administration May 1997 - April 1999
Tate Engineering Systems September 1992 - February 1997
Skills
Content Management, Information Architecture, User Interface Design, Project Management, Technical Writing, Digitization of Natural..., Web Content Management, Photoshop
Education
Loyola College in Maryland 1994 — 1999
MBA
Towson University 1987 — 1991
B.A., French and Mass Communications
Barclays November 2009 - Present
Cantor Fitzgerald & Co. July 2003 - November 2009
Mellon Financial June 2001 - June 2003
Skills
Financial Analysis, Securities, Accounting
Education
Manhattan College 1998 — 2001
BS Business Administration, Accounting
University of West Florida 1997 — 1998
Unisys December 2013 - Present
New Jersey Army National Guard April 2003 - Present
Xerox December 2011 - December 2013
ACS Federal Solutions LLC - A Xerox Company 2005 - December 2011
Mellon Financial 2002 - 2005
PricewaterhouseCoopers 1997 - 2002
Comdisco 1996 - 1997
USAF 1993 - 1997
Skills
Top Secret Security..., CISSP, Security, Information Security..., Program Management, Information Security, Process Improvement, IT Strategy, Disaster Recovery, Business Continuity, Risk Management, Vendor Management, Project Management, Risk Assessment, Outsourcing, Information Technology, Enterprise Architecture, Business Continuity..., Business Process..., Strategic Planning, Change Management, Business Process..., Security Clearance, Military, Operational Planning, Enterprise Software, Leadership, Government, Business Development, PMP, Government Contracting, Consulting, Integration, Business Analysis, Management
Education
Penn State University
Thomas Edison State College
Managing Change Consultants October 1986 - Present
Mellon Financial June 1970 - February 1986
BNY Mellon 1968 - 1984
Skills
Executive Coaching, Leadership Development, Coaching, Start-ups, Business Strategy, Business Planning, Process Improvement, Operations Management, Team Leadership, Succession Planning, Budget, Organizational Design, Organizational..., Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1983
Master of Science in Organization Development
Wittenberg University 1964 — 1968
Bachelor of Science in Business Administration
The Counseling and Diagnostic Center August 2014 - Present
Pace University September 2007 - May 2009
The Bank of New York October 2005 - December 2007
Mellon Financial April 2003 - September 2005
Skills
Securities, Microsoft Excel, Fixed Income, Finance, Portfolio Management, Bloomberg, Social Media, Equities, Investments, Research
Education
The Adler School of Professional Psychology 2009 — 2015
PsyD, Clinical Psychology
Pace University 2007 — 2008
Masters, Psychology
Penn State University 1995 — 1999
BS, Economics
Sutherland Global Services August 2008 - Present
ExcellerateHRO 2006 - 2008
Mellon Financial January 2003 - June 2006
PricewaterhouseCoopers September 1976 - 2002
Skills
Leadership, Management, BPO, Employee Benefits, HR Consulting, Human Resources, Performance Management, Talent Acquisition, HRIS, Succession Planning, Talent Management, Employee Engagement, HR Transformation
Education
University of Illinois at Chicago 1969 — 1974
BA
Northwestern University
Masters, English
Cognizant Client June 2010 - Present
Cognizant Technology Solutions 2010 - 2013
Wells Fargo February 2009 - April 2010
CompuCredit January 2008 - December 2008
EMC Mortgage April 2007 - September 2007
Mellon Financial October 2006 - March 2007
Wachovia Bank 2005 - 2006
Cognizant Client March 2004 - July 2005
Skills
Testing, Test Automation, Databases, Access, Release Management, Test Management, .NET, Change Management, Software Project..., Quality Assurance, Requirements Analysis, Test Planning, Scrum, Waterfall, Test Cases, Quality Center, SDLC, System Testing, QTP, Agile Methodologies, Oracle, Microsoft SQL Server, Regression Testing, Software Development, HP Quality Center
Education
National Institute of Information Technology 1994 — 1994
Honours Diploma in System Management, Computers
University of Calicut 1989 — 1993
Bachelor of Science, Mathematics
North Shore Music Theatre May 2014 - Present
Consoli Realty Group LLC March 2014 - Present
Voices of Hope April 2010 - Present
VOICES OF HOPE, INC January 2010 - Present
INTERACTIVE DATA CORPORATION January 2005 - January 2010
Interactive Data August 2005 - April 2009
Global Security Services January 2003 - January 2005
MELLON FINANCIAL CORPORATION January 2000 - January 2005
Mellon Financial 2000 - 2005
Mellon Financial January 2000 - January 2003
Skills
Business Analysis, Project Management, Program Management, Product Management, Equities, Strategic Planning, Budgets, Non-profits, CRM, Team Management, Training, Management, Marketing, Fundraising, Nonprofits, Sales, New Business Development
Education
ST. JOSEPHS COLLEGE 1981 — 1983
Communications and Psychology
St. Joseph's College (IN) 1979 — 1983
Purdue University 1980 — 1981
ADP January 2015 - Present
Xerox July 1994 - December 2014
Mellon Financial June 2001 - January 2005
PricewaterhouseCoopers 1999 - 2001
Kwasha Lipton 1994 - 1998
HR Easy August 1996 - July 1997
Simon and Schuster April 1996 - August 1996
JBS Associates 1993 - 1994
Skills
Vendor Management, SDLC, Business Analysis, Process Improvement, Outsourcing, Disaster Recovery, Requirements Analysis, Change Management, Visio, Project Management, SQL, Program Management, PowerBuilder, Informatica, Visual Basic, Microsoft SQL Server, Microsoft Office, Offshore Resource..., Unix, Sybase, IT Strategy, Business Process, ETL, Requirements Gathering, Software Project..., Databases, Business Intelligence, ERP, Data Warehousing, Employee Benefits, Benefits Administration, Unix Shell Scripting
Education
Lock Haven University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.), Computer Information Services
CSM Bakery Products December 2008 - Present
CSM Bakery Products October 2005 - December 2008
Mellon Financial June 2003 - October 2005
Education
Northern Illinois University 1990 — 1992
Masters of Secondary Education
University of Illinois at Urbana-Champaign 1986 — 1990
Liberal Arts, History, Political Science
Fidelity Investments September 2014 - Present
Fidelity Investments January 2012 - September 2014
BNY Mellon Asset Management January 2006 - January 2012
BNY Mellon Asset Management July 2007 - December 2008
Mellon Financial January 2006 - July 2007
Parker Hannifin January 2003 - January 2006
Skills
Series 7, Due Diligence, Relationship Management, Mutual Funds, Brokerage, Asset Management, Management, Strategy, Pricing Strategy, Six Sigma, Contract Negotiation, CRM databases, Client Relations Skills, Presenting to Clients, Mergers & Acquisitions, Capital Projects, Valuation, Securities, Broker-Dealer, Broker-Dealer Operations, Series 63
Education
Northeastern University 2011 — 2013
MBA, Investment Management
BNY Mellon - Leadership Program 2010 — 2010
Management
Villanova University 2008 — 2008
Six Sigma - Green Belt, Financial Services
University of Michigan 1998 — 2001
Bachelor of Arts, Finance
ACS - A Xerox Company February 2010 - Present
ACS 2005 - 2010
Mellon Financial July 2002 - July 2005
PwC July 1999 - June 2002
Kwasha Lipton January 1997 - June 1999
Skills
Requirements Analysis, Vendor Management, Process Improvement, Business Analysis, Software Project..., SDLC, Information Technology, Agile Methodologies, Outsourcing, Disaster Recovery, Integration, Business Process..., Visio, Unix, Databases, Program Management
Education
New Jersey Institute of Technology 1988 — 1996
BS/MS, Computer Information Science
PNC January 2007 - Present
PNC January 1996 - January 2007
Mellon Financial January 1992 - January 1996
Machine Building Corp. January 1983 - January 1992
Skills
Software Development, System Architecture, Assembler, Crash Dump Analysis, COBOL, VSAM, VTAM, BTAM, Debugging, TSO, JCL, CPCS, Fileaid, SDSF, SMP/E, Endeavor, Requirements Analysis, DB2, Data Analysis, User Acceptance Testing
Education
Odessa National 'I.I. Mecnikov' University 1978 — 1983
Master's degree in Computer Science and Mathematics
Aon Hewitt January 2015 - Present
Bioventus May 2012 - June 2014
Human Capital Solutions (Self-Employed) 2003 - 2012
SuccessFactors - an SAP Company October 2007 - December 2008
Becker Professional Review October 2005 - November 2007
Mercer Human Resource Consulting September 2002 - September 2003
Mellon Financial October 2000 - August 2002
The American Institute of Certified Public Accountants 1989 - 2000
Goldman Sachs 1979 - 1989
Skills
Succession Planning, Performance Management, Organizational Design, Career Development, Leadership Development, 360 Feedback, Change Management, Mergers, Negotiation, Emotional Intelligence, Strategic Partnerships, Targeted Selection, Corporate Culture, Talent Acquisition, Employee Engagement, Workforce Planning, Human Capital Management, Employee Relations, Organizational..., HR Consulting, Compensation, HR Strategy, HR Policies, Organizational..., Employee Benefits, Recruiting, Deferred Compensation, Leadership, FMLA, Compensation & Benefit, Human Resources, Talent Management, Mergers & Acquisitions, Coaching, Management Consulting, Training, Applicant Tracking..., Onboarding, Employment Law, Career Counseling, Project Management, Temporary Placement, Employee Training, Strategy, Interviews, Business Analysis, PeopleSoft, Personnel Management, Vendor Management, Benefits Administration
Education
North Carolina Central University School of Law
JD, Law
Marist College
MBA, HR-Business
Nyack College
BS, Organizational Management
Gather.com April 2007 - May 2008
Mellon Financial May 2001 - May 2006
Education
Point Park University 2008 — 2010
Computer Tech 1998 — 2000
Associate, Computer Science
avonworth 1992 — 1996
Palm Bay International September 2013 - Present
EVATON, Inc (Sogrape Vinhos) May 2010 - September 2013
Bowery & Vine March 2008 - May 2010
Tocqueville Restaurant 2008 - 2008
Food and Wine magazine 2008 - 2008
Sovereign 2000 - 2006
Mellon Financial 1995 - 2000
Skills
Wine Tasting, Wine, Alcoholic Beverages, Beverage Industry, Brand Management, Event Management, Food, Key Account Development, Food, Marketing Strategy, Pricing, Retail, Sales, Sales Management
Education
Penn State University 1991 — 1995
BS, International Business
International Wine Center, WSET Diploma
Wine & Spirits
Beard Miller Company 2004 - Present
Mellon Financial 2003 - 2004
U.S. House of Representatives 2002 - 2003
Education
Robert Morris University 2003 — 2005
MST, Taxation
Mansfield University of Pennsylvania 1998 — 2002
B.S., Business - Accounting Concentration
Eagle Strategies, LLC June 2014 - Present
NYLIFE Securities LLC March 2014 - Present
New York Life Insurance Company March 2014 - Present
UBS Financial Services September 2011 - February 2014
Merrill Lynch June 2008 - September 2011
Mellon Financial 2002 - 2004
Mellon Financial 2000 - 2002
Mellon Financial 1992 - 2000
Skills
401k Rollovers, Annuity Sales, business insurance..., business succession..., buy sell agreements, education funding..., grandchild gifting, Retirement Planning, Supplements to Employee..., Multi-generational..., Investments, Wealth Preservation..., Protection..., Retirement, Finance, Commercial Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Business
Penn State University
BS, Finance
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors (formally Wachovia Securities) May 2008 - Present
Wachovia Secutities September 2006 - May 2008
Mellon Financial January 2006 - September 2006
BLM Investment Securities August 2000 - April 2005
TIAA-CREF 1998 - 2000
Skills
Equity Trading, Technical Analysis, Series 7, Electronic Trading, Trading Systems, Options, Series 63, Bloomberg, ETFs
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Finance, Investment Management
Siena College 1986 — 1990
BS, Marketing Management
Saratoga Springs High School
Black Knight Financial Services, Inc. January 2014 - Present
Lender Processing Services, Inc. (LPS) July 2010 - Present
McDash Analytics January 2009 - July 2010
Lender Processing Services, Inc. (LPS) December 2004 - December 2008
Mellon Financial Services 2002 - 2004
Mellon Financial 1996 - 2004
Skills
Mortgage Servicing, Risk Management, Enterprise Risk..., Enterprise Software, Mortgage Lending, Loan Servicing, Residential Mortgages, Credit, Loans, Banking, Mortgage Banking, Process Improvement, Vendor Management, Loss Mitigation
Education
Penn State University 1987 — 1991
BS, Economics
Dayton T. Brown, Inc September 2009 - Present
Sogeti USA, LLC July 2005 - January 2009
Bank of America November 2004 - December 2004
Mellon Financial March 2004 - October 2004
Skills
Software Documentation, FrameMaker, MS Project, Visio, Troubleshooting, Technical Documentation
Education
New York Institute of Technology
BSEE, Electrical Engineering
Queensborough Community College
Associates in Applied Science, Electrical Engineering Technology
FlagHouse September 2005 - Present
Mellon Financial July 2004 - May 2005
AIWA July 1996 - March 2003
Mellon Bank June 1994 - July 1996
Mellon Financial July 1989 - June 1994
Education
Ramapo College of New Jersey
BS, Business, Industrial Relations
ACS Project ManagerAffiliated Computer Services2005 - Present
Mellon Financial 2001 - 2005
PricewaterhouseCoopers 1998 - 2001
Hewitt Associates 1995 - 1998
Skills
Process Improvement, Vendor Management, Outsourcing, Business Analysis, SDLC
Education
Marquette University 1987 — 1991
Bachelor of Arts, Economics
Federated Investors, Inc. March 2014 - Present
Federated Investors, Inc. May 2010 - Present
Federated Investors June 2008 - May 2010
Federated Investors, Inc. November 2006 - June 2008
Mellon Financial August 2005 - November 2006
Skills
Bloomberg, Securities, Equities, Fixed Income, Financial Analysis, Investments, Financial Research, Trading, Valuation, Trading Systems, Cash Management, Settlement, Mutual Funds
Education
Penn State University 2001 — 2005
Bachelor of Science (BS), Finance, General
Our Lady of the Lake Seattle
ADP September 2012 - Present
Affiliated Computer Services 2005 - September 2012
Mellon Financial 2002 - 2004
Mellon HR Solutions 2002 - 2004
PricewaterhouseCoopers 1998 - 2002
Coopers & Lybrand 1996 - 1998
Skills
Java, JavaScript, JSP, XML, SQL, PeopleSoft, Web Services, AJAX, Eclipse, Tomcat, J2EE, J2EE Architecture, freemaker, HTML, CSS, AOP, Axis, JSTL, Maven, Ant, PeopleSoft Component..., Spring Framework, SOAP, Spring Web Services, Struts, Struts2, iBatis, SAP BAPI, TestNG, Apache Commons, Workflow, BEA Weblogic, Oracle, MySQL, Visual Basic, Hibernate, JPA, REST, JAXB, JAX-WS, Design Patterns, Java Enterprise Edition, Spring
Education
New Jersey Institute of Technology 1991 — 1995
Bachelor of Science, Computer & Information Science
BAC Florida Investments November 2010 - Present
BG Group August 2009 - February 2010
Dynegy April 2007 - August 2009
Mellon Financial August 2005 - March 2007
Skills
Commodity Markets, Energy, Financial Risk, Forecasting, Risk Management, Financial Analysis, Financial Modeling, Analysis, Commodity, Trading, Project Management, Valuation, Strategic Planning, Business Analysis, Energy Industry, Finance, Fixed Income
Education
University of Miami - School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
Northeastern University 1999 — 2005
Bachelor of Science (BS), Finance, General
Sutherland Global Services Vice President, Offering DesignEDS2007 - 2008
Mellon Financial 2003 - 2007
PricewaterhouseCoopers 1973 - 2002
Education
Northwestern University
Masters Degree, English
University of Illinois at Chicago
Bachelors Degree, Eng
WisdomTree Asset Management November 2013 - Present
MFS Investment Management July 2011 - November 2013
State Street April 2010 - July 2011
MFS Investment Management 2009 - April 2010
Mellon Financial 2007 - 2007
Skills
Bloomberg Terminal, Bloomberg, Financial Analysis, Fund Accounting, Mutual Funds, Alternative Investments, Hedge Funds, Investments, Equities, Financial Reporting
Education
Northeastern University 2004 — 2009
Finance and Management
Pi Kappa Alpha
Siemens August 2011 - November 2011
Lonesource / Business Supply June 2009 - January 2011
Workplace Options April 2007 - December 2008
Mellon Financial January 2001 - April 2007
Pricewaterhouse Coopers August 1998 - January 2001
Education
Southern Vermont College 1983 — 1986
B.S, Business Management
Monroe Community College 1981 — 1983
AAS, Marketing
Mellon Financial Vice PresidentMellon FinancialBusiness OwnerBogarts Smoke ShopJanuary 2003 - Present
Mellon Financial November 1995 - 2002
Mellon Financial 1995 - 2002
BNY Mellon 1995 - 2002
Skills
Financial Services, Business Analysis, Risk Management, Fixed Income, Financial Risk, Vendor Management, Management, Equities, Asset Management
Education
Pace University
MassMutual Financial Group January 2014 - Present
DWS Investments November 2010 - February 2014
DWS Investments 2007 - 2008
John Hancock 2003 - 2007
Scudder Investments 2002 - 2003
Hill Holliday Advertising 2001 - 2001
Mellon Financial 1999 - 2001
Skills
Series 6, Series 63, Mutual Funds, Marketing Communications, Series 7, 401k, Project Management
Education
Everett High School
Northeastern University
Bachelors, Business Administration and Management, General
TJL Productions, LLC December 2007 - Present
WQED Multimedia July 2002 - Present
Mellon Financial December 2004 - October 2005
Ancra Systems B.V. June 2000 - April 2001
Honeywell, Industrial Control May 1999 - August 1999
Graphics22 Signs and Advertising June 1998 - August 1998
Education
Purdue University
B.S., Computer Graphics Technology
Town of Billerica - Parker Elementary School September 2010 - Present
Mellon Financial August 1995 - April 2009
Education
Salem State University 1982 — 1987
BA, Elementary Education
Lesley University
Technology in Education
Affiliated Computer Services a Xerox Company September 2009 - September 2010
Affiliated Computer Services 2001 - 2009
Mellon Financial April 2000 - April 2005
Novartis September 1990 - December 1999
Ciba-Geigy June 1980 - September 1990
Skills
PeopleSoft, HRIS, Human Resources, Benefits Administration, Vendor Management
Education
Nyack College 1996 — 1998
BS, Bus/Org Mgmt
AECOM September 2004 - Present
* March 1995 - August 2004
Mellon Financial April 2002 - September 2003
JPMorgan Chase August 1998 - February 2000
Skills
Newsletters, Editing, Corporate Communications, Employee Benefits, Human Resources, Employee Relations, Management, Onboarding, Personnel Management, Leadership, Project Management, Program Management, Policy, Performance Management, Benefits Administration, Deferred Compensation
Education
Goddard College, Plainfield, VT
BA, Communications, Human Resourcs
New York University
Certificate, Human Resources
BNY Mellon May 2009 - September 2013
BNY Mellon 2001 - 2009
Mellon Financial 1999 - 2001
Mellon Financial 1998 - 1999
Mellon Financial 1995 - 1998
Mellon Financial 1991 - 1995
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Corporate Branding, Social Media Marketing, Product Management, Project Management, Staff Management, Financial Services, Fixed Income, Mutual Funds, Segmentation, Management, Marketing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Marketing
Penn State University
BS, Finance
Aligned Partners Trust Company January 2014 - Present
Schneider Downs January 2006 - Present
Mellon Financial September 2000 - December 2005
Lawrence T. Malecky, CPA January 1998 - September 2000
Skills
Tax Advisory, Tax Returns
Education
La Roche College 2009 — 2012
Bachelor of Science Accounting/Management
HarbourVest Partners December 2009 - Present
City Year October 2007 - December 2009
ACIS October 2005 - May 2007
Citizens Bank July 2003 - November 2005
Mellon Financial July 2001 - September 2001
Skills
Accounts Payable, Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Microsoft Excel, QuickBooks, General Ledger, Microsoft Office, Auditing, Access, Budgets, Microsoft Word, Outlook, PowerPoint, Financial Accounting, Nonprofits, Strategic Financial..., Essbase, Fundraising, Analysis
Education
Lasell College 2001 — 2005
Bachelor of Science (BS), Accounting and Finance
Quantitative Management Associates LLC (QMA) August 2015 - Present
AIG May 2013 - April 2015
Wellington Management July 2011 - May 2013
Bloomberg June 2006 - May 2011
Mellon Financial May 2004 - July 2006
Skills
Fixed Income, Equities, Options, Data Analysis, Market Data, Bloomberg, Investment Management, Compliance, P&L reconciliation, Corporates, Munis, IPO, Asset Backed Lending, Credit Rating
Education
Rider University 2007 — 2009
Masters, Management Information Systems and Organizational Leadership
Rider University 2000 — 2004
Bachelor of Science (BS), Finance, Management, International Business
Highlands BOE 2010 - Present
The Nielsen Company 2008 - 2009
AIG 2005 - 2008
Digital Products 2004 - 2005
Mellon Financial 2003 - 2004
Merrill Lynch 1998 - 2003
Education
New Jersey City University 2004 — 2008
MAT
Rider University 2002 — 2008
MBA
Rutgers University-New Brunswick 1993 — 1997
BA
Jo Malone London October 2011 - Present
Bonpoint November 2009 - October 2011
Petit Bateau September 2006 - November 2009
Bloomingdale's October 2004 - September 2006
Mellon Financial October 2000 - September 2001
Booz Allen Hamilton February 1999 - January 2000
Royal Bank of Canada September 1998 - January 1999
Lehman Brothers April 1997 - September 1998
Oppenheimer & Co. July 1993 - April 1997
Skills
Microsoft Word, Outlook, Human Resources, Recruiting, Employee Training, Coaching, Sales, Customer Service, Customer Relations, Retail Sales, Operations Management, Finance, Notary Public
Education
Montclair State University 2002 — 2006
BA Psychology, French Minor, Spanish Translation
2002 - Chubb Institute 2002 — 2002
Diploma, Web Design
Katharine Gibbs School 1999 — 2001
A.A.S, Business
BNYMellon November 1993 - Present
Mellon Financial November 1993 - Present
Skills
Financial Risk, Fixed Income, Risk Management, Basel II, Operational Risk, Portfolio Management, Banking, Operational Risk..., Investment Banking
Education
Point Park University 1987 — 1992
Bachelor's degree, Accounting
BNY Mellon 2014 - Present
The Bank of New York Mellon June 2009 - 2014
Bank of New York Mellon January 2008 - June 2009
Mellon Financial January 2003 - January 2008
Mellon Financial November 1999 - January 2003
Skills
Financial Services, Access, Securities, Risk Management, Microsoft Word, Relationship Management, Asset Management, Lotus Notes, Data Conversion, Data Analysis, Account Reconciliation, Outlook, Business Analysis, Client Service Oriented, Conflict Resolution, System upgrade..., Time Management, Workbench Client..., Microsoft Excel
Education
Penn State University 2012 — 2012
Certification in Labor Studies and Employment Relations, Employment Relations and Human Resources
Penn State University 2007 — 2011
BS, Organizational Leadership
Penn State University 2007 — 2011
Minor, Psychology
Penn State University 2007 — 2011
Minor, Sociology
Chantilly High School 1990 — 1994
Advanced Studies Diploma
American Bank & Trust March 2001 - December 2009
Mellon Financial March 1999 - March 2001
Liberty Bank / Bank One / JP Morgan / Chase December 1979 - July 1995
Education
Langston University 1989 — 1989
Business Administration
Tulsa Community College 1980 — 1986
Associates, Banking, Management
Wellington Management November 2004 - Present
Mellon Financial October 2003 - November 2004
Education
Merrimack College 1997 — 2001
United Nations Volunteers October 2009 - December 2009
Mellon Financial May 2000 - May 2002
Mellon Financial May 1999 - May 2000
Mellon Financial: Dreyfus Retirement Services March 1998 - May 1999
Mellon Trust March 1993 - March 1998
The Boston Company/Boston Safe Deposit & Trust October 1992 - March 1993
Skills
Analyzing data, Interviewing..., Supporting others, Analyzing problems, Creating meaningful and..., Knowledge of concepts..., Developing plans for..., Planning organizational..., Prioritizing work, Creating new ideas, Evaluating programs, Editing work, Coping with deadlines, Being thorough, Supervising employees, Writing reports, Checking for accuracy, Compiling statistics, Investigating problems, Locating missing..., Delegating..., Recommending courses of..., Interacting with people..., Program Evaluation, Supervising, Editing, Analysis, Business Analysis, Data Analysis, Delegation, Banking, Training, Individual Work, Process Improvement, Supporting Others, Program Management, Nonprofits, Interacting with People...
Education
School to be determined 2013 — 2016
Master of Physician Assistant, Medicine
University of Houston, Victoria 2006 — 2009
BAAS, Leadership & Enterprise
Northeastern University 1990 — 1992
International Business and Finance
Lycee Louis Joseph Janvier 1983 — 1988
Urish Popeck & Co., LLC 1997 - Present
Legent 1994 - 1996
Mellon Financial 1983 - 1994
Arthur Andersen & Co. 1973 - 1983
Skills
Auditing, SEC filings, Internal Audit, Sarbanes-Oxley Act, US GAAP, Business Valuation, Internal Controls, Tax Accounting, CPA, Assurance, IPO, Financial Analysis, GAAP, Consolidation, Financial Reporting, Corporate Tax, External Audit, Tax Research, Mergers & Acquisitions, Forensic Accounting, Big 4, Tax, Financial Audits, Partnership Taxation, Tax Returns, Income Tax
Education
Penn State University 1972 — 1973
MS, Accounting
Penn State University 1965 — 1969
BA, Political Science
Artistic Tile 2013 - Present
MA Media August 2008 - Present
Design Within Reach September 2010 - July 2011
Back Home Advertising January 2005 - October 2010
Mellon Financial July 2000 - January 2005
Skills
Custom Furniture, Interior Design, Microsoft Office, Customer Service, Microsoft Excel, Event Planning, Retail, Marketing, Budgets, Strategic Planning, Photoshop, Microsoft Word, Merchandising, PowerPoint, Social Media, Space planning, Sales, Interior Architecture, New Business Development, Advertising, Marketing Strategy, Recruiting, Photography, Furniture, Graphic Design, Project Management, Employee Benefits, Furnishings, Illustrator, Hospitality, Product Development
Education
Parsons School of Design 2008 — 2010
Certification Interior Design, Interior Design
Stern College 1996 — 2000
Bachelor's degree, Psychology
Elite Image June 2001 - Present
Goodwill Industries 2008 - 2009
Harris Processing January 2001 - March 2006
Mellon Financial February 1995 - April 2000
Skills
Data Entry-10 key, Computer Operator, Data Entry, Customer Service, Microsoft Office, Windows 7, Team Leadership, Windows, Microsoft Excel, Troubleshooting, Access, Networking, Call Centers, Computer Hardware, Teamwork, Telecommunications, Microsoft Word, Management, Outlook, Windows XP, Banking, Active Directory
Education
ITT Technical Institute-Atlanta 2011 — 2014
Associate's degree, Computer Network System
Medix College 2006 — 2007
Certificate, Insurance Medical Billing & Coding
ACS, a Xerox Company January 2006 - Present
ACS, a Xerox Company December 2004 - March 2006
Mellon Financial October 2003 - December 2004
Skills
Project Management, Business Analysis, Vendor Management, Management, Outsourcing, Change Management, Process Improvement, Business Process..., BPO, Performance Management
Education
Morgan State University 1987 — 1991
Bachelor, Business Management
UPMC St. Margaret's Hospital October 2012 - Present
Rite Aid May 2012 - October 2012
UPMC Presbyterian Hospital March 2006 - May 2012
Mellon Financial 1980 - 2005
Education
University of Pittsburgh School of Pharmacy 2008 — 2012
PharmD
La Roche College 2005 — 2008
Bachelor of Arts (BA), Biology
Duquesne University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
. March 2013 - Present
Engility Corporation October 2004 - March 2012
Harte-Hanks Data Technologies March 2000 - October 2004
Data Care Corp. September 1996 - March 2000
Rule Industries September 1994 - September 1996
Mellon Financial September 1989 - September 1994
Skills
Costpoint, PeopleSoft, Impromptu, AS400 system, Viewpoint, Microsoft Excel, Microsoft Word, Unanet, Deltek, FileBound, Ultipro, SAP Netweaver, International Wires, Concur, JP Morgan administrator, Ultramar, Accounting
Education
Middlesex Community College
Merrimack Regional Skills Center
Computerized Accounting
BNY Mellon 2003 - Present
Mellon Financial 1994 - 2003
Skills
Financial Analysis, Cash Management, Banking, Financial Modeling, Treasury Management, Bloomberg, Investments, Microsoft Excel, Microsoft Word, Microsoft Outlook, PFA (DST Systems, a..., Portfolio Fund..., Training Staff, Staff Management, Develop and Mentor Staff, Equities, Fixed Income, Derivatives, CMOS, Mortgage-Backed..., MBS, Money Market Instruments, Employee Training
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Columbia Threadneedle Investments 2006 - Present
Olmstead Associates 2005 - 2006
Mellon Financial 2000 - 2004
Education
Norwich University
Bachelor of Science (BS), Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Och-Ziff Capital Management 2013 - Present
The Blackstone Group 2009 - 2013
Merrill Lynch 2004 - 2009
Lehman Brothers 2003 - 2004
Mellon Financial 2002 - 2003
PwC 1999 - 2002
Skills
Deferred Compensation, Human Resources
Education
Penn State University 1995 — 1999
Bachelor of Science: Finance, Minor: Real Estate, Business/Finance/Real Estate
BNY Mellon October 2013 - Present
BNY Mellon August 2009 - October 2013
BNY Mellon October 2007 - August 2009
PNC May 2007 - October 2007
Mellon Financial December 2005 - May 2007
Mellon Financial October 2000 - December 2005
Skills
Project Management, Corporate Tax, Global Client Management, Performance Management, Relationship Management, Staff Development, Management, Finance, CRM, Leadership, Financial Services, Investments, Financial Risk, Accounting, Financial Analysis, Process Improvement, Risk Management, Banking, Portfolio Management
Education
Point Park University 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General