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
Y. L. Nealen Marketing & Communications, LLC June 2015 - Present
U.S. Bank d/b/a Elan Financial Services July 2010 - May 2015
Aerotek March 2010 - July 2010
BNY Mellon July 2003 - December 2009
Ciber April 2002 - June 2003
U.S. Bank December 1999 - January 2002
PNC March 1999 - November 1999
Mellon Financial July 1997 - March 1999
PBM INC. January 1997 - July 1997
Blasland, Bouck & Lee, Inc. June 1993 - January 1997
Skills
Direct Marketing, Marketing, Marketing Strategy, Press Releases, Marketing Communications, Product Marketing, Banking, Business Analysis, Credit Cards, Sales, Newsletters, Product Development, Media Relations, Direct Mail, CRM, Lead Generation, Leadership, Multi-channel Marketing, Product Management, Payments
Education
Robert Morris University 1994 — 1994
Professional Writing Certificate
Robert Morris University 1990 — 1990
BSBA, Administrative Management
Federated Securities Corporation 2006 - Present
Mellon Financial 2005 - 2006
Fifth Third Bank 2002 - 2005
Mellon Financial 1995 - 2001
Skills
Business Development, National Account..., Relationship Management, Sales & Marketing..., Client Retention..., Investment Management..., Quantitative Investment..., Institutional Sales, Strategic Growth..., Strategic Finance
Education
Robert Morris University
Master of Business Administration (MBA)
Robert Morris University
Bachelor of Business Administration (B.B.A.), Finance, General
The Bank of New York Mellon July 2007 - May 2013
Mellon Financial December 1998 - July 2007
Bell Atlantic Network Integration May 1998 - November 1998
FreeMarkets November 1997 - May 1998
Mellon Financial May 1996 - November 1997
The Goodyear Tire & Rubber Company 1994 - 1996
The Goodyear Tire & Rubber Company 1990 - 1994
Skills
Customer Relations, Customer Service, Microsoft Office, Windows, Business Analysis, Project Management, Business Continuity, VMware, Vendor Management, Technical Support, Process Documentation..., Asset Refresh and..., IT Equipment Disposal, Management, Program Management, Networking, Servers, IT Service Management, Troubleshooting, Risk Management, Windows Server, Enterprise Software, Outsourcing, Information Technology, Disaster Recovery, Hardware, IT Management, Firewalls, Visio, ITIL, Data Center, SharePoint, IT Strategy, SDLC, IT Operations, Security, Integration, Active Directory, PMO, System Deployment, Citrix, Infrastructure, PMP, Software Documentation, Enterprise Architecture, Project Portfolio..., Virtualization, Microsoft Exchange, Information Security, XP
Education
Robert Morris University 2013 — 2014
Master's Degree, Information Security and Assurance, 3.87
University of Pittsburgh 1982 — 1987
BS, Business, Psychology, Chemistry, Physics
John Morrell Food Group October 2012 - June 2014
Cobra Electronics April 2006 - October 2012
Mellon Financial October 2006 - May 2007
JP Morgan Chase May 2005 - December 2005
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Accounting, Financial Reporting, SAP, Forecasting, Variance Analysis, Cash Management, Financial Analysis, Budgets, Process Improvement, Auditing, Analysis, Finance, Inventory Management, Microsoft Excel
Education
Robert Morris College
Bachelor of Business Administration (BBA), Accounting and Finance
Zaid Designs August 2007 - Present
Pegasus V (my-pegasus.com) August 2007 - Present
Zaid Designs May 2005 - October 2014
Joseph A. Bank 2013 - September 2014
Brightstar Corp. June 2012 - July 2012
Cambridge Specialty Construction Corp. 2009 - 2012
Walmart Employee Profile Presentation September 2010 - September 2011
Garcia Stromberg Architecture June 2005 - May 2007
Mellon Financial January 2001 - September 2002
FleetBank 1997 - 2001
Skills
PowerPoint, Web Design, Graphic Design, Sales Presentations, Public Speaking, Art Direction, Creative Strategy, Email Marketing, Business Planning, Marketing Communications, New Leads, Website Promotion, Brand Development, Advertising, Social Media, Marketing, Trade Shows, Press Releases, Strategic Planning, Start-ups, Nonprofits, Entrepreneurship, Graphics, Social Media Marketing, Strategy, SEO, Strategic Partnerships, Online Marketing, Corporate Branding, Creative Direction, Branding & Identity, Website Development, Logo Design, Business Development, Social Networking, Online Advertising, Adobe Creative Suite, Copywriting, Digital Marketing, Integrated Marketing, Publications, Newsletters, Facebook, Photography, Google Analytics, WordPress, Blogging, Dreamweaver, InDesign, Digital Media
Education
Salem State University 1989 — 1994
Bachelor's degree, Graphic Design
Salem State College
Bachelor of Arts (B.A.), Graphic Design
Hunter Associates, inc. June 2014 - Present
Hunter Associates, inc. February 2014 - June 2014
Raymond James Financial April 2006 - March 2012
Mellon Financial July 1999 - April 2006
Mellon Financial January 1999 - July 1999
Self-employed June 1997 - January 1999
Bank of America June 1996 - September 1996
Federated Investors, Inc. February 1994 - June 1995
Federated Investors, Inc. November 1992 - February 1994
Skills
Valuation, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Financial Services, Capital Markets, Venture Capital, Fixed Income, Equities, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Hedge Funds, Investment Banking, Securities, Investments, Finance, Banking, Series 7, Asset Allocation, Equity Research, Asset Managment, Bonds, Investment Strategies, Equity Valuation
Education
Anderson School at UCLA
Master of Business Administration (MBA), Accounting and Finance
Stanford University
Bachelor of Arts (BA), History
Woodberry Forest School
US Trust - Private Wealth Management November 2013 - Present
US Trust September 2008 - November 2013
BNY Mellon June 2006 - August 2008
Mellon Financial May 2005 - May 2006
Skills
Wealth Management, Portfolio Management, Asset Allocation, Investments, Asset Managment, High Net Worth..., Investment Management, Investment Advisory, Alternative Investments, Mutual Funds, Fixed Income, Investment Strategies, Equities, Wealth Management..., Financial Markets, Emerging Markets, ETFs, Economics, Hedge Funds, Securities, Financial Services, Strategic Financial..., Retirement Planning, Retirement, Finance, Derivatives, Financial Advisory, Wealth, 401k, Chartered Financial..., Portfolio Optimization, Asset Management, Financial Modeling, Options, Series 7, Valuation
Education
Suffolk University - Sawyer School of Management 2006 — 2008
Master of Business Administration (MBA), Finance
Wheaton College (MA) 2001 — 2005
Bachelor's degree, Economics
Harsco Metals & Minerals April 2013 - Present
Carmeuse North America May 2004 - May 2009
Mellon Financial August 1999 - January 2004
Dollar Bank August 1996 - August 1999
Dollar Bank May 1994 - August 1996
Skills
Account Management, Sales, Team Building, Contract Negotiation, Customer Service, Sales Management, Leadership, Retail, Hands-on Training, New Business Development, Forecasting, Budgets, Logistics, SAP, Purchasing, Oracle, HR Administration, Payroll Processing, Workplace Safety
Education
Robert Morris University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Duff's Business Institute
Associate's degree, Paralegal
Westinghouse Electric Company August 2011 - Present
System One August 2010 - July 2011
ACS Learning Services April 2010 - August 2010
MEDRAD August 2002 - March 2009
PNC Financial Services Group April 1997 - August 2002
Mellon Financial November 1993 - April 1997
Skills
Project Management, Medical Devices, Blended Learning, Financial Services, Energy, Instructional Design, Performance Improvement, E-Learning, Process Improvement, Needs Analysis, Organizational..., Change Management, Leadership Development, Employee Training, Training, Strategy, Management, Human Resources, Performance Management, ADDIE, Employee Engagement, Succession Planning
Education
Carlow University 1997 — 1999
MS, Professional Leadership, Training & Development
Robert Morris University
BSBA, Management
Wells Fargo 2008 - Present
Citizens Bank 2002 - 2008
PNC 2000 - 2002
Mellon Financial 1992 - 2000
Skills
Certified Treasury..., Treasury Management, Relationship Management, Process Improvement, Financial Services, Financial Analysis, Finance, Cash Management, Banking, Certified Treasury..., Commercial Banking
Education
Robert Morris University 1993 — 1995
Master of Business Administration (MBA)
Saint Vincent College 1988 — 1992
Bachelor of Science (BS), Finance
NumberCrunchers February 2004 - Present
A10 Clinical Solutions August 2013 - December 2013
A10 Clinical Solutions November 2012 - August 2013
Mindlance March 2011 - February 2012
ATL Int'l 2010 - 2011
On Assignment February 2009 - April 2009
Am-Pac Tire Distributor February 2007 - December 2007
ARAMARK December 2002 - February 2004
Mellon Financial November 2001 - August 2002
Westfield March 2000 - October 2001
Skills
Accounts Payable, General Ledger, Account Reconciliation, Invoicing, Payroll, Accounting, PeopleSoft, Auditing, Revenue Recognition, Journal Entries, GAAP, Cash Flow, SAP R/3, PowerPoint, Siebel, SharePoint, Accounts Receivable, General Journal, Bill Paying, Fixed Assets, Outlook, ERP, Data Entry, Employee Benefits, Financial Modeling, Process Improvement, Bookkeeping, Microsoft Excel, Variance Analysis, Sarbanes-Oxley Act, QuickBooks, Tax, Analysis, Spreadsheets, Expenses, Sarbanes-Oxley, Financial Accounting, JD Edwards, Balance, Leadership, Financial Reporting, Accruals, Budgets, Financial Statements, Management, Human Resources, Finance, Financial Analysis, Forecasting, Oracle SQL
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Redlands 1998 — 2000
BS, Business Management/Accounting
Santa Monica College 1984 — 1989
AA, Accounting
Level II Capital Management, LLC 2002 - 2014
Mellon Financial 1999 - 2002
Morgan Stanley 1997 - 2000
Wells Fargo 1994 - 1997
The Bank of New York 1987 - 1994
Skills
Portfolio Management, Hedge Funds, Prime Brokerage, Asset Management, Banking, Equities, Investments, Trading, Risk Management, Investment Management, Fixed Income, Asset Managment, Securities Lending, Capital Markets, Financial Markets, Finance, Derivatives, Investment Banking, Hedging, Alternative Investments, Bonds, Private Equity, ETFs, Electronic Trading, Investment Strategies, Valuation, Wealth Management, Relationship Management, Equity Trading, Options, Emerging Markets, Financial Modeling, Financial Risk, Structured Finance, Equity Research, Financial Services, Investor Relations, Mergers & Acquisitions, Corporate Finance, Investment Advisory, FX Options, Structured Products, Equity Derivatives, Venture Capital, Trading Systems, Funding, Asset Allocation, Swaps, Corporate Actions, Mutual Funds
Education
University of Southern California (USC Trojans) 1972 — 1976
B.S.
San Francisco State University
Master of Business Administration (MBA)
Century Negotiations Inc. November 2006 - Present
AHMCC 2001 - 2006
Mellon Financial 1998 - 2001
Skills
Business Strategy, Business Development, Business Process, Compliance, Consulting, Disaster Recovery, Data Analysis, Financial Risk, HR Policies, Human Resources, Loan Origination, Mortgage Lending, Military, Management, Operations Management, Project Management, Negotiation, Strategic Planning, IT Operations
Education
Slippery Rock University of Pennsylvania 1990 — 1994
B.S. Business Administration, Business Administration, Management and Operations
U.S. Army Logistics School, Fort Lee, VA
BNY Mellon December 2010 - Present
The Bank of New York Mellon February 2008 - November 2010
Mellon Financial October 2004 - February 2008
University of Michigan 2002 - 2002
Skills
SQL, Windows Server, Active Directory, Information Security, Web Development, Web Applications, Web Analytics, XML, SDLC, SharePoint, Visio, Unix, MySQL, JavaScript, Databases, Microsoft Excel, PowerPoint
Education
Rochester Institute of Technology 1999 — 2003
Bachelor's degree, Information Technology
Western Pennsylvania School for the Deaf 1989 — 1996
High School Diploma
Creative Financial Staffing (CFS) September 2014 - Present
Robert Half June 2013 - April 2014
Robert Half Finance & Accounting April 2013 - May 2013
Highmark Blue Cross Blue Shield April 2007 - November 2012
Ad Base Systems May 2003 - February 2007
Robert Half Finance & Accounting April 2000 - March 2003
PNC April 1999 - March 2000
Mellon Financial September 1987 - April 1999
Skills
Accountants, Accounting, Auditing, General Ledger, Account Reconciliation, Financial Reporting, A/R, A/P, Cost..., Accounts Payable, Accounts Receivable, Customer Support, PeopleSoft, Microsoft Office, SAP, QuickBooks, JDE Enterprise One, Finance, Budgets, Analysis, Strategic Planning, Management
Education
Robert Morris University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
BNY Mellon 2010 - Present
BNY Mellon 2005 - 2010
Mellon Financial 2001 - 2005
Mellon Financial 1998 - 2001
Mellon Bank 1996 - 1998
Mellon Bank 1995 - 1996
Education
Robert Morris University
B.S.B.A, Finance
Robert Morris University
MBA, Management
Retired June 2015 - Present
ACE Group 2009 - June 2015
BNY Mellon 2007 - 2009
Mellon Financial 2007 - 2009
Skills
Executive Management, Vendor Management, Contract Negotiation, Contract Management, Finance, Project Management, Technology, Financial Services, IT Outsourcing, IT Strategy, BPO, Business Development, Leadership, Management, Outsourcing, PMO, Program Management, Strategy
Education
Robert Morris University 1979 — 1981
BSBA, Accounting
Prudential Financial July 2012 - Present
Merck 2009 - 2011
Schering-Plough 2006 - 2009
Mellon Financial 2004 - 2006
Pcubed 2000 - 2004
Prudential Insurance 1997 - 2000
First Union National Bank 1995 - 1997
First Fidelity Bank 1993 - 1995
Skills
Process Improvement;, Cross Functional Team..., Project Management, Program Management, Procurement, Consulting, Issues Management, Collaborative, Team Motivator, Attention To Detail, Project Planning, Change Management, Developing Client..., Developing Staff, Vendor Management, Supply Management, Strategic Sourcing, Process Improvement, Sourcing, Cross-functional Team..., Leadership, Management, Business Process, Strategy
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
BlackRock April 2013 - Present
BlackRock June 2010 - March 2013
BlackRock June 2006 - June 2010
Merrill Lynch Investment Management February 2004 - May 2006
Mellon Financial August 2002 - February 2004
Vertis Communications 1999 - 2001
Skills
NASD Series 7, NASD Series 66, Public Speaking, Sales Presentations, Group Presentations, Direct Sales, Inside Sales, Mutual Funds, Alternative Investments, Private Equity, Mentoring, Asset Management, Business Analysis, Analytics, Data Mining, Data Profiling, Sales Process, Closing Skills, Risk Profiling, External Sales, Equities, Fixed Income, Investments, Capital Markets, Team Leadership, Team Management, Technology Integration, Series 7, Uniform Combined State..., Sales, Asset Managment
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2002
B.S., Finance - Rutgers School of Business
South Brunswick High School 1994 — 1998
PNC Financial Services Group March 2013 - Present
PNC Financial Services Group August 2002 - Present
PNC Financial Services Group January 2009 - February 2013
PNC Financial Services Group 2006 - 2009
PNC Financial Services Group 2002 - August 2006
MasterCard Advisors 2001 - 2002
MasterCard 2000 - 2001
Mellon Financial 1998 - 2000
Mellon Financial 1994 - 1998
Marine Midland Bank 1985 - 1993
Skills
Banking, Strategy, Pricing Strategy, Product Management, Portfolio Management, Forecasting, Mergers, Team Building, Management, Leadership, Analytics, Finance, Financial Services, Financial Risk, Credit Risk, CRM, Relationship Management, Mergers & Acquisitions
Education
State University of New York at Stony Brook 1971 — 1974
Bachelor of Science, Sociology
BNY Mellon November 2002 - Present
Mellon Financial May 1993 - October 2002
Mellon Financial May 1992 - May 1993
Skills
Accounting, Schedule D Reporting, Regulatory Reporting, Project Implementation, Vendor Management, Sales Support, Operations Management, Client Service, Strategic Planning, Tactical Planning, Financial Services, Banking, Risk Management, Fixed Income, Securities, Hedge Funds, Business Analysis, Asset Management, Investments, Equities, Mutual Funds
Education
Slippery Rock University of Pennsylvania 1987 — 1991
BSBA, Accounting
Rockland Trust 2013 - Present
State Street March 2010 - January 2013
State Street Bank July 2007 - March 2010
Investors Bank & Trust October 2006 - July 2007
Mellon Financial July 2006 - October 2006
Brown Brothers Harriman June 2002 - November 2005
Brown Brothers Harriman May 2000 - June 2002
Brown Brothers Harriman September 1996 - May 2000
Skills
Business Analysis, Analytic Problem Solving, Data Analysis, Process Improvement, Relationship Management, Project Management, Business Performance..., Operations Management, Business Strategy, Client Services, Corporate Actions, Securities, Financial Services, Equities, Global Custody, Fixed Income, Securities Lending, SharePoint, Spotfire, Microsoft Office, Settlement, Cash Management, Capital Markets, Collateral Management, Risk Management, Back Office
Education
Stonehill College 1991 — 1995
B.A, International Studies, Modern Languages
IMS Expert Services October 2010 - Present
National Park Service March 2011 - July 2014
Russell Investments May 2009 - October 2009
Russell Investment Group January 2008 - March 2009
Riseden's Jewelers April 2001 - August 2008
Bank Of New York Mellon 2007 - 2008
Mellon Financial August 2006 - February 2007
Mellon Analytical Solutions November 2004 - July 2006
Russell / Mellon Analytical Services 2001 - 2004
Pierce County Planning and Land Services 1999 - 2001
Skills
Procurement, Strategic Planning, Budgeting, Microsoft Office, Team Building, Negotiation, Process Improvement, Contract Negotiation, Risk Management, Customer Relations, Excel, Business Analysis, Change Management, Analysis, Customer Service, Product Development, Program Management, Research, Vendor Management, Mergers, Problem Solving, PowerPoint, Word, Compliance, Access, Business Strategy, Visio, Outlook, Product Management, Data Analysis, Administration, Documentation, Financial Modeling, Contract Management, Vendor Relations, Financial Analysis, Business Process, Purchasing, Business Process..., Operations Management, Mentoring, Project Planning, Contract Negotiations, Requirements Analysis, Business Planning, Business Management, Cross-functional Team..., Analytics, Telecommunications, New Business Development
Education
Saint Martin's University 2002 — 2006
MBA
Saint Martin's University 1999 — 2001
Bachelor
Saint Martin's University 1999 — 2001
Bachelor
Sysco July 2014 - Present
BNY Mellon January 2012 - June 2014
BNY Mellon February 2008 - January 2012
BNY Mellon July 2007 - February 2008
Mellon Financial March 2005 - July 2007
Mellon Financial December 2002 - March 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Fund Accounting, Internal Controls, Account Reconciliation, Financial Analysis, Risk Management, Financial Modeling, Derivatives, Financial Services, Valuation, Financial Risk, Mutual Funds, Fixed Income, Finance, Leadership
Education
Saint Vincent College 1999 — 2002
Bachelor of Science (B.S.), Business Management, Minor in Finance
Voya Financial January 2015 - Present
Voya Financial January 2008 - Present
AXA Advisors March 2002 - December 2007
Mellon Financial March 2000 - March 2002
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Executive Summer Program, Behavioural Economics and the Modern Economy
FINRA 2002 — 2002
Securities Licensing: Series 7,66, & 24 (Registered Principal 2005), Finance
Shoreline College 1999 — 2001
Associate's Business Administration, Business Administration and Management, General
Crane & Co. July 2014 - Present
TASC, Inc. February 2012 - June 2014
Chugach Alaska Corporation March 2011 - February 2012
Volkswagen Group of America September 2009 - February 2011
Reebok International, Ltd April 2006 - August 2009
Sappi Fine Paper April 2005 - March 2006
Mellon Financial November 2000 - March 2005
CitiStreet February 2000 - November 2000
Medical Information Technology (MEDITECH) August 1998 - January 2000
Skills
Employee Benefits, 401k, Payroll, HRIS, FMLA, Management, ADP Payroll, Insurance, Policy, COBRA, Defined Benefit, Benefits Administration, Employee Relations, Deferred Compensation, Onboarding, Awesomeness, General Awesomeness, Fun
Education
Stonehill College 1995 — 1998
BA, Communications
The College of New Rochelle 1994 — 1995
Communications
Employees Retirement System of Texas December 2014 - Present
Kayne Anderson Rudnick 2011 - 2014
Nuveen Investments 2002 - 2011
Mellon Financial 2001 - 2001
Trust Company of the West 1996 - 2000
First Federal Bank of California 1993 - 1996
Skills
Investments, Fixed Income, Equities, Account Reconciliation, Corporate Actions, Alternative Investments, Bloomberg, Securities, Asset Managment, Derivatives, Mutual Funds, Investment Management, Finance, Financial Analysis, Financial Reporting, Valuation, Accounting, Financial Investment...
Education
San Diego State University-California State University 1989 — 1993
Bachelors, Accounting
Hay Group May 2015 - Present
Buck Consultants February 2011 - May 2015
Buck Consultants, a Xerox Company July 2006 - February 2011
Mellon Financial May 2004 - August 2004
Skills
Compensation & Benefit, Compensation Structure..., Qualified Retirement..., Executive Pay, Data Analysis, ProVal, Microsoft Excel, Deferred Compensation, Analysis, Defined Benefit, Employee Benefits, Human Resources, Compensation Structures, Retirement, Pensions, Pension Administration, Consulting
Education
The College of New Jersey 2002 — 2006
Bachelor of Arts, Secondary Education, Mathematics
Paramus High School 1998 — 2002
Peregrine Network Consultant, LLC March 2010 - Present
Custom Digital Designs, L.P. January 2009 - November 2014
AT&T April 2006 - January 2014
Chausie Consulting Group August 2004 - April 2006
Blue Cross Blue Shield of Florida April 2004 - July 2004
Mellon Financial August 2001 - April 2004
Skills
Unix, System Administration, SQL, Access, Servers, Databases, Process Improvement, Leadership, Microsoft SQL Server, Management, Networking, Windows, Enterprise Software, HP, PHP, Joomla, ZenCart, MySQL, TCP/IP, Network Security, Troubleshooting, DB2, Web Design, Web Development, Microsoft Excel, Team Building, Web Applications, Web Services, Disaster Recovery, Budgets, Microsoft Office, Security, IP, Software Documentation, Information Technology, Software Installation, Testing, Network Administration, Integration, SharePoint
Education
Florida Panhandle Technical College 2015 — 2016
Cyber Security, Information Technology
IT Pro TV 2015 — 2015
IT Certification Training Courses, Information Technology
Tallahassee Community College 1992 — 1993
Leon High School 1989 — 1992
CRM Science, Inc. February 2014 - Present
OpenX November 2011 - September 2013
Ticketleap March 2009 - 2011
Robert Half International 2005 - January 2009
Avalon 2002 - 2005
Mellon Financial 1999 - 2000
Skills
Social Media Marketing, Digital Marketing, Marketing, Digital Media, Recruiting, Online Marketing, Sales Management, Key Account Management, Social Media, Time Management, RTB, Advertising Operations, SaaS, Online Advertising, Entrepreneurship, SEM, Project Management, Finance, Email Marketing, OpenX, Analytics, Salesforce.com
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts, Economics, Honors
London School of Economics and Political Science 1998 — 1999
General Course, 1st in General Course
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
Massachusetts General Hospital May 2011 - Present
Washington Nationals October 2007 - August 2008
Mellon Financial September 2005 - April 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Microsoft Word, Customer Service, Spanish, Statistics
Education
Simmons College 2009 — 2012
Master of Science (MS), Pediatric Nurse Practitioner
Trinity College-Hartford 2001 — 2005
BS, Economics
Regional Industrial Development Corporation (RIDC) December 2012 - Present
ImPACT Applications, Inc. June 2009 - August 2012
BNY Mellon February 2007 - January 2009
Mellon Ventures June 1995 - February 2007
Mellon Financial January 1994 - June 1995
Mellon Financial October 1990 - December 1993
Kenneth Leventhal & Company September 1985 - October 1990
Skills
Operations Management, Facilitators, Finance, Strategy, Efficiency, Risk Management, Accounting, Collaborative Problem..., Budgets, Integration, Financial Regulation, Operational Efficiency, Financial Modeling, Private Equity, Venture Capital, Due Diligence, Project Management, Investment Management, Portfolio Management, Performance Benchmarking, Project Planning, Investments, Valuation, Executive Management, Management, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1981 — 1985
BS, Accounting, Financial Analysis
BNY Mellon 2011 - Present
BNY Mellon January 2001 - March 2011
PNC March 1992 - January 2001
First Data Corporation January 1990 - March 1992
Mellon Financial August 1988 - January 1990
Evergreen Investments fka Keystone Investor Resource Center December 1986 - August 1988
The Boston Company June 1983 - December 1986
LF Rothschild November 1982 - June 1983
Putnam Investments July 1981 - November 1982
Skills
Financial Services, Management, Financial Risk, Vendor Management, Business Analysis, Mutual Funds, Process Improvement, Requirements Analysis, Workflow Management, Project Management, CRM, Business Development, New Business Development, Business Strategy, Software Documentation, Testing, Product Management, Business Process, Risk Management, Banking
Education
Stonehill College 1977 — 1981
Bachelor of Arts, English
Citco Fund Services July 2014 - Present
Citco Fund Services August 2006 - July 2014
EF May 2005 - June 2006
Mellon Financial March 2004 - May 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Private equity, Fund Administration, Bloomberg, Equities, Mutual Funds, Derivatives, Investor Relations, Capital Markets, Options, Financial Markets, Securities, Private Equity
Education
New School University 2007 — 2009
Master of Arts, International Relations and Affairs
Rollins College 1999 — 2003
Bachelor of Arts
Anti-Hydro International, Inc. September 2014 - Present
PCMACNERDS April 1993 - Present
Anti Hydro International Inc November 2013 - July 2014
Liberty Mutual Insurance May 2012 - July 2012
Sir Speedy Printing November 2006 - February 2008
Mellon Financial September 2005 - March 2006
EasyRent June 1998 - May 2005
Skills
Computer Repair, Mac OS X, Web Design, pc repair, Web Development, Web Services, Web Analytics, Computer Hardware, Computer Maintenance, Apple Macintosh, Microsoft Technologies, Remote Management, Application Management, Network Security, SEO, Wordpress, Cloud Computing, PHP, Web 2.0, Social Networking, Windows, HTML, CSS, System Administration, Mobile Applications, Active Directory, Operating Systems, Network Administration, E-commerce, CMS, IT Management, Application Development, IT Operations, Online Marketing, Mobile, Open Source, HTML + CSS, JavaScript, IT Strategy, Technical Training, DNS, Servers, Web Applications, Windows 7, Software Development, Team Leadership, Disaster Recovery, Drupal, Deployment, Apache
Education
Rutgers Business School 2009 — 2010
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2010
Information Technology
Devry 1993 — 1996
B.S., Computer Information Systems
B.C.C. 1992 — 1994
A.S., Computer Science
Cliffside Park H.S. 1988 — 1991
Diploma, General
Dell November 2014 - Present
Mom Extraordinaire June 2010 - November 2014
PNC January 2008 - June 2010
National City Bank February 2007 - January 2008
National City Bank October 2004 - February 2007
National City Bank January 2001 - October 2004
National City Bank October 1999 - January 2001
Mellon Financial June 1999 - October 1999
EDS, an HP Company May 1998 - May 1999
Skills
SDLC, ITIL, Virtualization, Networking, Data Center, Disaster Recovery, Vendor Management, Process Improvement, Project Management, SharePoint, Business Analysis, Team Leadership, Team Building, Lotus Notes, Change Management, Windows Server, Testing, Remediation, Six Sigma, Troubleshooting, Enterprise Architecture, Software Documentation, Active Directory, Servers, Visio, Cisco Technologies, Security, Technical Support, Switches, IT Operations, Information Technology
Education
Robert Morris University 1997 — 1999
Bachelor of Science (BS), Computer and Information Sciences, 3.7 GPA
CCBC 1995 — 1997
Information Technology
ERA Andrew Realty December 2009 - Present
Mellon Financial August 1993 - July 2006
Education
Salem State University 1989 — 1996
MBA, Business Admininstration/Accounting
First Data Corporation Ops SupervisorFirst DataAugust 2004 - November 2011
Fast Track Systems 2003 - 2004
Mellon Financial 1995 - 2003
Mellon Bank, N.A. 1995 - 2003
Skills
Banking, Risk Management, Relationship Management, Business Analysis
Education
Temple University - Fox School of Business and Management
Bachelors
University of Nigeria 1988 — 1992
BSc
Camp Bow Wow Pittsburgh November 2005 - Present
OTT Agency March 2005 - December 2010
Mellon Financial January 2000 - November 2005
Optus February 1996 - January 2000
Skills
Project Management, Training, Program Management, Team Building, Dogs, Small Business, Technology Solutions, Leadership, Finance, Business Development, Strategy, Start-ups, Marketing, SQL, Customer Service
Education
Dale Carnegie 2011 — 2011
Robert Morris University 2005 — 2006
MBA, Marketing
Realtors Educational Institute 2005 — 2005
Real Estate License, Real Estate
Project Management Institute 2003 — 2003
Project Management Professional, Project Management
York University - Glendon College 1994 — 1999
B.A., Computer Science, Philosophy
Keller Williams Realty September 2012 - Present
Jim Toners Wealth Builders February 2006 - June 2014
WIN Realty Pa LLC 2009 - September 2012
Allegheny Financial Group September 2004 - February 2006
Mellon Financial September 1993 - February 2004
KPMG Peat Marwick 1989 - 1993
KPMG Peat Marwick 1989 - 1993
Skills
Investment Properties, Investments, Real Estate, Real Estate Transactions, Property Management, Investors, Real Estate Financing, First Time Home Buyers, Real Estate Development, Single Family Homes, Commercial Real Estate, Sellers, Short Sales, Portfolio Management, REO, Rentals, Foreclosures, Credit, Residential Homes, Referrals, Real Estate Investor, Asset Management, Buyer Representation, Asset Managment, Brokerage, Property, Due Diligence, Real Estate Economics, Relocation, Strategic Planning, Mortgage Lending, Small Business, Buyers, New Home Sales, Integrated Marketing..., Listings, Real Property, Entrepreneurship, Marketing, Selling, Condos, Auditing, Risk Managment, Banking, Staff Supervision, Accounting, Microsoft Excel, Microsoft Word, Operations Management
Education
Robert Morris University 1984 — 1987
B.S., Business Management & Accounting
West Virginia University 1982 — 1984
US Army July 2013 - Present
US Army January 2012 - July 2013
US Army March 2010 - January 2012
US Army June 2007 - March 2010
Mellon Financial 1998 - 2005
Carnegie Group 1995 - 1998
Skills
Security Clearance, Logistics, Defense, Army, Military Operations, Project Planning, DoD, Military Experience, Military, Crisis Management, Operational Planning, Intelligence Analysis, Information Assurance, Top Secret, Analysis, Organizational..., Command, National Security, Intelligence, Military Logistics, Leadership, Program Management, Training, Weapons, Counterterrorism, Tactics, Process Improvement, Government Contracting, Readiness, Homeland Security, Navy, Government, C4ISR, Contingency Planning, Air Force, Security, Security+, Emergency Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2003
Master of Business Administration (MBA), Finance, General
Rochester Institute of Technology 1986 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering
BB&T June 2014 - Present
AFCO Credit Corporation June 2014 - Present
BNY Mellon Capital Markets, LLC January 2013 - June 2014
Cornerstone Acquisition & Management Company June 2008 - January 2013
Centaur Performance Group, LLC June 2008 - January 2013
Centaur Performance Group (formerly Argent Funds Group) January 2006 - June 2008
Cornerstone Acquisition & Management Company January 2006 - June 2008
LGFCU December 2004 - December 2005
RBC Liberty Life Insurance March 2004 - December 2004
Mellon Financial August 1999 - March 2004
Skills
Hedge Funds, Financial Analysis, Private Equity, Mutual Funds, Mergers, Risk Management, Alternative Investments, Investments, Finance, Derivatives, Investment Strategies, Portfolio Management, Asset Management, Mergers & Acquisitions, Equities, Asset Managment
Education
Robert Morris University 2001 — 2004
MBA, Finance
University of Pittsburgh 1995 — 1999
BS, Business/Accounting
Checkfree - now a part of Fiserv October 2004 - Present
Mellon Financial April 2002 - October 2004
3Com December 2000 - April 2002
Edify April 1999 - December 2000
CheckFree June 1996 - April 1999
US Army June 1981 - April 1987
Skills
Software Implementation, Program Management, Software Project..., Project Management, Team Building, Software Development, Data Center, SDLC, Leadership, Vendor Management, Process Improvement
Education
The Ohio State University 1991 — 1996
Anthropology
U.S. Bank March 2013 - Present
Earthport July 2012 - December 2012
PNC August 2010 - July 2012
Fiserv July 2007 - August 2010
Mellon Financial November 2004 - July 2007
KeyBank 2002 - 2004
Cambridge Technology Partners 2000 - 2002
PNC Financial Services Group 1996 - 2000
Skills
Product Management, Product Development, Treasury Management, Payments, Banking, Business Strategy, ACH, Strategic Planning, Product Strategy, Strategy Development, Product Marketing, Problem Solving, Team Building, Management, Strategy, E-commerce, Market Research, Business Planning, CRM, Mergers, Project Management, Account Management, Budgets, Payment Systems, Leadership, Analysis, Management Consulting, Pricing, Electronic Payments, Competitive Analysis, Financial Services, Mobile Payments, Managerial Finance, Cash Management, Start-ups, Credit Cards, Risk Management, Market Analysis, Vendor Management, Outsourcing, Financial Analysis, Cross-functional Team..., Process Improvement, Strategic Partnerships, Business Development, Executive Management, Business Analysis, Program Management, Payment Card Processing, Relationship Management
Education
The Johns Hopkins University 1989 — 1993
BA, Economics
Shady Side Academy 1986 — 1989
BNY Mellon May 2012 - Present
JENLOR Integrations, Inc. April 2007 - May 2012
Mellon Financial May 1999 - April 2007
Skills
Windows Server, Microsoft Certified..., Disaster Recovery, Microsoft Certified..., Active Directory, VMware, XP, Servers, Citrix, Network Administration, Windows 7, Security, SDLC, Troubleshooting, SharePoint, Vendor Management, Network Security, DNS, System Administration, Microsoft Exchange
Education
Robert Morris University 2002 — 2004
Master of Science, Information System Management
Robert Morris University 1996 — 2001
B.S.B.A., Management Information Systems
National Academy of Sports Medicine (NASM)
Certified Youth Exercise Specialist
Shared Assessments September 2014 - Present
CVS Caremark Corporation January 2013 - September 2014
CVS Caremark Corporation January 2011 - December 2012
CVS Caremark March 2007 - December 2010
HJ Heinz 2005 - 2007
Mellon Financial 1999 - 2005
Ernst & Young 2002 - 2004
Price Waterhouse Coopers 1998 - 2000
Skills
Security, HIPAA, GLBA, Payment Industry, Policy, Regulations, Segregation of Duties, IT Audit, SAS70, Sarbanes-Oxley Act, CISA, Risk Assessment, Information Security..., PCI DSS, Enterprise Risk..., Information Security, Disaster Recovery, Sarbanes-Oxley, Information Technology, Internal Audit, Business Continuity, ISO 27001, CISSP, Privacy Law, Risk Management, Financial Risk, Security Audits, COBIT, Vulnerability Management, Governance, Data Privacy, Vulnerability Assessment, Penetration Testing, Security Awareness, Application Security, Computer Security, Business Continuity..., Identity Management, Auditing, Computer Forensics, CISM, Network Security, Fraud, IT Strategy, IT Management, Incident Management, Data Security, Strategy
Education
Robert Morris University 2000 — 2003
MS, Information Systems Management
Robert Morris University 1989 — 1994
BSBA, Finance
Semcasting, Inc. 2015 - Present
Six Red Marbles 2014 - 2015
DataXu 2010 - 2014
DataXu 2009 - 2010
Resourceful Recruiting September 2008 - May 2009
Mullen February 2008 - September 2008
Burst Direct - Division of Burst Media November 2006 - February 2008
Mellon Financial January 2006 - November 2006
John Leonard September 2004 - January 2006
Skills
CRM, Account Management, Digital Media, Customer Retention, Online Advertising, Media Buying, Advertising, Ad Networks, Display Advertising, Tech Savvy, Web Marketing, Client Services, Mobile Advertising, Rich Media, Salesforce.com, Digital Strategy, Client Relationship..., Google Adwords, Lead Generation, PPC, Ad Serving, Analytics, Digital Marketing, Web Analytics, JIRA, Key Account Management, Emerging Technologies, Troubleshooting, DoubleClick, Triage, Media Planning
Education
Suffolk University 2000 — 2004
B.S., Interpersonal & Organizational Communication
Reebok (adidas Group) January 2015 - Present
adidas group July 2007 - January 2015
MKTG INC March 2007 - August 2012
Adidas Group July 2005 - July 2007
Mellon Financial July 2004 - July 2005
Skills
Retail, Fashion, Management, Trend, Merchandising, Marketing, Brand Management, Footwear, Visual Merchandising, Product Marketing, Brand Development, Social Media, Event Management, Inventory Management, Marketing Strategy, Trend Analysis, Product Development, Forecasting, Product Management, Pricing, Customer Service, Athletic Footwear, Sales, PowerPoint, Sports Marketing
Education
Southern New Hampshire University 2006 — 2010
MS, Sport Management
University of Connecticut 2000 — 2004
Bachelor, Sport Communication
M&T Bank March 2015 - Present
Carey, Kramer, Pettit, Panichelli & Associates September 2001 - March 2015
Mellon Financial December 1998 - September 2001
Skills
Real Estate, Commercial Real Estate, Appraisals, Strategic Planning, Loans, Finance, Credit
Education
The College of Wooster 1989 — 1993
History Major, English Minor
Temple University Real Estate Institute 1999 — 2000
Harriton High School
Real Estate
Morgan Stanley October 2012 - Present
Morgan Stanley September 2010 - October 2012
Morgan Stanley December 2005 - September 2010
Mellon Financial 2002 - 2005
PwC 2000 - 2002
Johnson & Johnson 1988 - 2000
Skills
Project Implementation, Project Portfolio..., Software Project..., Client Relationship..., Client Management, Business Management, Budget Management, Product Management, Learning Technology, HRIS, HR Transformation, HR Solutions, HR Outsourcing, Operational Risk, Talent Management, Finance IT, Project Execution, Project Management, Agile Methodologies, Certified Scrum Master..., Scrum, Certified Scrum Product..., Management, CRM, BPO, IT Strategy, Business Analysis, PMO, Program Management, Human Resources, Solution Architecture, Governance, Vendor Management, Business Process..., SDLC
Education
Rutgers University-New Brunswick 1984 — 1987
BA
Matthews International January 2010 - Present
Matthews International February 2008 - January 2010
Advantage Equity Services May 2005 - February 2008
Mellon Financial February 2002 - May 2005
Skills
FMLA, New Hire Orientations, Facebook, I-9 Compliance, Leave Management, EEO Reporting, Short Term Disability, Open Enrollment, Leaves Of Absence, Employee Services, Employee Orientation, Unemployment Claims, Exit Interviews, Offer Letters, Job Posting, Headcount, Applicant Tracking..., LinkedIn, YouTube, Twitter, iPhone, Blackberry, Android, New Employee Orientation, E-Verify, H-1B, Non-compete Agreements, Severance, PHR, Microsoft Excel, Disabilities, Management, Human Resources, Onboarding, Leave of Absence, HR Policies, Workforce Planning, Job Descriptions, Succession Planning, Recruiting, Employee Relations, Employee Handbooks, Personnel Management, Employee Orientations, Process Improvement, Team Building, Customer Service
Education
Robert Morris University 2001 — 2005
Bachelor's, Human Resources Management
Robert Morris University 2001 — 2005
Bachelor's, Management
Mellon Capital Management Corp. January 2008 - Present
Mellon Equity Associates, LLP June 2000 - December 2007
Mellon Financial June 1995 - June 2000
Education
Temple University
The American Red Cross June 2011 - Present
Muscular Dystrophy Association August 2009 - March 2011
Rutgers University 2007 - 2009
Drexel University 2006 - 2007
Mellon Financial June 1985 - May 2006
BNY-Mellon 1985 - 2006
BNY Mellon Wealth Management 1985 - 2006
Mellon Financial 1980 - 2006
Wachovia, A Wells Fargo Company 1990 - 1996
Skills
Fundraising, Philanthropy, Estate Planning, Non-profits, Volunteer Management, Public Speaking, Program Development, Planned Giving, Stewardship, Event Planning, Strategic Planning, Annual Giving, Higher Education, Community Outreach, Leadership Development, Alumni Relations, Research, Grant Writing, Board Development, Grants, Proposal Writing, Prospect Research, Gifts, Capital Campaigns, Non-profit..., Nonprofits, Program Management, Leadership
Education
University of Pennsylvania 2002 — 2005
MS, Organizational Studies
Rutgers, The State University of New Jersey-Camden 1968 — 1972
Bachelor of Arts (B.A.)
Collingswood High School
Collingswood High School
MJ Mortgage & Tax Services, Inc. June 2006 - Present
Mellon Financial Corporation October 1994 - October 2003
Mellon Financial 1994 - 2003
Skills
Retirement Planning, Tax Services, Mortgage, Financial Planning, Asset Management, Investments, Real Estate, Asset Allocation, Tax, Portfolio Management, Insurance, Mortgage Lending, Asset Managment, Strategic Financial..., Estate Planning, Financial Services, Retirement, Management, Credit, Investment Properties, Leadership
Education
Robert Morris University 1989 — 1994
Bachelors, Accounting
The Norman Group September 2015 - Present
The Norman Group September 2015 - Present
Bottomline Technologies April 2012 - September 2015
S1 Corporation October 2008 - April 2012
Sterling Commerce September 2006 - September 2008
S1 Corporation October 2005 - September 2006
S1 Corporation July 1997 - August 2006
Mellon Financial 1988 - 1997
Computerpeople 1992 - 1993
PNCBank / Operations / Systems Development 1986 - 1988
Skills
Product Management, Banking, Payments, SaaS, Financial Services, Leadership, Cash Management, Sales, Start-ups, Sales Operations, Management, Business Analysis, Business Planning, Professional Services, Enterprise Software, Risk Management, Consulting, Strategic Partnerships, Training, Product Development, Business Development, Executive Management, Account Management, Agile Methodologies, Strategy, Payment Systems, Process Improvement, Vendor Management, Salesforce.com, Product Marketing, Mergers & Acquisitions, SDLC, Product Launch, E-commerce, Treasury Management, New Business Development, Electronic Payments, ACH, Strategic Planning, Outsourcing, Team Leadership, Competitive Analysis, Cross-functional Team..., Integration, Business Process, Sales Management, Mobile Payments, IT Strategy, Cloud Computing, CRM
Education
Robert Morris University 1990 — 1992
MBA, Management
University of Pittsburgh 1989 — 1990
Coursework, Information Science
Robert Morris University 1984 — 1988
BSBA, Computer Information Systems
RJ Lee Group November 2013 - Present
Universal SmartComp January 2011 - May 2013
Align Networks January 2011 - May 2013
Highmark 2010 - 2010
ServiceMaster by Rapid Response 2009 - 2009
Betsy Ann Candies 2007 - 2009
Mellon Financial 2005 - 2006
Skills
Reconciliations, Analytics, General Ledger, Tax, Payroll, Monthly Close, Financial Reporting, Accounting, Account Reconciliation, Microsoft Office, Budgets, Financial Statements, Analysis, Insurance, Process Improvement, GAAP, Mergers & Acquisitions, Auditing, Accounts Receivable, Sarbanes-Oxley Act, Microsoft Excel, Management, Financial Analysis, Internal Controls
Education
St. Francis University 2001 — 2005
B.S., Accounting
North Allegheny 1988 — 2001
High School/Secondary Diplomas and Certificates
The SED Group February 2000 - Present
Catalyst Connection October 2005 - Present
412foto January 2008 - Present
Dick's Sporting Goods May 2004 - May 2005
Pittsburgh Technology Council 2003 - 2004
Mellon Financial September 1999 - August 2002
Crayola May 1998 - August 1998
Skills
Public Speaking, Entrepreneurship, Photography, Marketing, Business Development, E-commerce, Strategic Planning, Employee Relations, Recruiting, Leadership, Social Media, Project Management, Change Management, Team Building, Marketing Communications, Customer Service, Human Resources, Talent Acquisition
Education
Robert Morris University 1995 — 1999
BSBA, Human Resource Management
Bangor Area Senior High School 1992 — 1995
LexisNexis April 2003 - Present
Mellon Financial January 2001 - April 2002
Allstate April 1996 - August 1997
Kennerly, Montgomery, and Finley, November 1992 - November 1993
Skills
Solution Selling, Account Management, Salesforce.com, Contract Negotiation, Lead Generation, Business Development, Sales Process, CRM, SaaS, New Business Development, Selling, Strategic Planning, Professional Services, Sales, Legal Research, Direct Sales
Education
University of Tennessee College of Law
Doctor Of Jurisprudence, Passed Tennessee Bar Examination in July, 1994.
Samford University
Bachelor of Science (BS), Public Administration, Magna Cum Laude
Brentwood Academy
Brentwood, Tennessee, High School, Salutatorian
Huntington National Bank March 2014 - Present
Fiserv December 2011 - March 2014
IBM May 2011 - November 2011
Sterling Commerce, an IBM Company December 2006 - April 2011
National City January 2006 - December 2006
Fifth Third Bank June 2001 - January 2006
Payments Central June 2001 - January 2006
NACHA 2005 - 2006
First Union National Bank 1998 - 2001
Mellon Financial 1990 - 1998
Skills
ACH, Treasury Management, Payments, Banking, Retail Banking, Executive Management, Risk Management, Electronic Payments, AML, Vendor Management, Cash Management, Financial Analysis, Financial Risk, Credit Cards, Liquidity Management, Cross Selling, Product Management, Strategy, Loans, Strategic Partnerships, Payment Card Processing, Business Requirements, Core Banking, Payment Systems, Mobile Payments, Treasury, Internet Banking, Credit Risk, Debit Cards, Operational Risk..., Capital Markets, Business Analysis, Process Improvement, Financial Services, Financial Institutions, Relationship Management, Leadership, Commercial Banking, Deposits, Finance, Financial Modeling, Mergers & Acquisitions, SDLC, Portfolio Management, Merchant Services, FX Options, Cards, SWIFT payments, Credit
Education
The Ohio State University 1978 — 1982
B. S., Bus. Adm, Finance
Bishop Hartley High School 1974 — 1978
Citi April 2011 - Present
Capital One August 2009 - April 2011
JP Morgan Chase February 2004 - August 2009
JPMorgan Chase February 2004 - August 2009
Mellon Financial 1995 - 2002
Skills
Treasury Services, Treasury Management, Payments, Cash Management, Banking, Financial Services, Credit Cards, Commercial Banking, Financial Risk, ACH, Electronic Payments, Payment Card Processing, Cross Selling, Finance, Trade Finance, Liquidity Management, Financial Modeling, Financial Analysis, Mobile Payments, Core Banking, Credit, Investment Banking, Merchant Services, Back Office, Financial Markets, Small Business Lending, SWIFT payments, Credit Risk, Financial Transactions, Debit Cards, Financial Institutions, Internet Banking, Portfolio Management, Operational Risk..., Relationship Management, Payment Systems, Operational Risk, Loans, Risk Management, Treasury, Retail Banking, AML, Product Management, Fixed Income, Capital Markets, FX Options
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Marketing
Saint Joseph's University 1986 — 1990
Bachelor of Science (BS), Finance
TD Ameritrade July 2004 - Present
Helios and Matheson NA January 2005 - July 2010
TD Ameritrade 2004 - 2007
Makro Technologies Inc 2004 - 2004
Mellon Financial 2004 - 2004
Skills
SDLC, Java Enterprise Edition, Agile Methodologies, Java, Web Services, Software Development, Requirements Analysis, SOA, Requirements Gathering, Oracle, Visio, XML, Business Analysis, Integration, Enterprise Architecture, Business Intelligence, Unix, Data Warehousing, Solution Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2004
Master of Science (MS), Computer Engineering
University of Mumbai 1997 — 2001
BE, Engineering
Omgeo February 2013 - Present
PrO Unlimited July 2010 - January 2013
Olmstead Associates July 2007 - July 2010
Investors Bank & Trust August 2005 - July 2007
Mellon Financial February 2002 - July 2005
Mellon Financial April 1996 - February 2002
Mellon Financial April 1993 - April 1996
Boston Safe Deposit & Trust August 1989 - April 1993
Skills
SWIFT, XML, Global Custody, bus, Operations, Settlements, Equities, FX, Back Office, Payments, SWIFT messaging, Business Analysis
Education
Thunderbird School of Global Management 1988 — 1989
MBA in International Business, International Business
Saint Michael's College 1983 — 1987
BA, Major in Business, Minor in German
Bank of America October 2014 - Present
Bank of America 2012 - October 2014
BNY Mellon 2010 - 2012
BNY Mellon 2009 - 2010
BNY Mellon 2007 - 2009
Mellon Financial 2005 - 2007
Skills
Banking, Risk Management, Finance, Capital Markets
Education
Robert Morris University 2008 — 2009
Master's degree, Business Administration and Management, General
University of Pittsburgh 2001 — 2005
Business Political Science
Stanford University
Certificate - Strategic Decision Making & Risk Management
Coldwell Banker Residential Brokerage 2007 - Present
Realogy Holdings Corp. October 2011 - December 2013
Coldwell Banker Residential Brokerage May 2006 - October 2011
Coldwell Banker Residential Brokerage October 2005 - May 2006
Barnes & Noble College Booksellers April 2005 - May 2006
Mellon Financial July 2002 - March 2005
Skills
Rentals, Real Estate, ABR, Selling, Commercial Real Estate, Investment Properties, Real Estate Transactions, HRIS, e-PRO, Relocation, Contract Negotiation, Human Resources, Negotiation, Benefits Administration, Employee Relations, Smartboard, Management, PeopleSoft, Employee Benefits, Payroll, Budgets, First Time Home Buyers, Training, Referrals, Sellers
Education
State University of New York College at Cortland 1993 — 1997
Bachelor of Science (BS), Psychology
Brooksource July 2015 - Present
Allied Solutions LLC August 2010 - June 2015
TriNet (Enterprise Iron) April 2009 - May 2010
ACS, a Xerox Company May 2005 - March 2009
Mellon HR Solutions April 2002 - May 2005
Mellon Financial March 1998 - April 2002
Buck Consultants December 1995 - March 1998
Feldman Benefit Services, Inc. January 1992 - December 1995
Madison Pension Services 1988 - 1990
Skills
Agile Methodologies, Business Analysis, Analysis, Software Deployment, SQL, Testing, Requirements Analysis, System Administration, MS Project, Microsoft SQL Server, Integration, Team Leadership, Systems Analysis, Software Project..., Quality Assurance, Disaster Recovery, Databases
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1987
Bachelor of Arts (BA), English Language and Literature, General
State Street Bank June 2006 - Present
Mellon Financial August 2004 - June 2006
Education
Suffolk University 2010 — 2012
MBA Candidate, Concentration in Finance
Syracuse University 2000 — 2004
Xerox/Affilliated Computer Systems June 2005 - Present
ACS 2000 - Present
ACS-HRO 2000 - Present
Illuminated Path Entertainment January 1997 - Present
Mellon HR Solutions January 2002 - June 2005
Mellon Financial 2003 - 2005
ACS (Formerly Mellon HR Solutions) 1999 - 2004
PriceWaterHouse Coopers 2000 - 2003
PriceWaterHouse Coopers September 2000 - January 2002
Skills
Sybase, Servers, Oracle HR, Databases, Business Requirements, Requirements Analysis, Business Analysis, Database Administration, Systems Analysis, Microsoft SQL Server, Informatica
Education
Rutgers University
Bachelor of Science, Management Information Systems
Rutgers University-New Brunswick 1994 — 1999
Columbia University
PNC September 2014 - Present
PNC February 2011 - September 2014
BNY Mellon March 2009 - January 2011
BNY Mellon February 2008 - March 2009
D13 Toastmasters 2009 - 2009
The Bank of New York Mellon Corporation December 2005 - February 2008
Mellon Financial October 2004 - December 2005
Mellon Financial January 2002 - October 2004
Mellon Financial July 1998 - January 2002
Skills
Financial Analysis, Cost Accounting, Budgets, Auditing, Forecasting, SOX 404, Sarbanes-Oxley Act, Accounting, PeopleSoft, Internal Controls, Process Improvement, Financial Modeling, Financial Services, Variance Analysis, Financial Reporting
Education
Robert Morris University 1999 — 2001
Masters of Science, Finance
Robert Morris University 1988 — 1992
Bachelor of Science (BS), Accounting
Thunderbird School of Global Management January 2012 - Present
First Merit Bank November 2009 - Present
National City Bank, now a part of PNC March 2002 - November 2009
JPMC June 1987 - February 2002
Mellon Financial January 1985 - June 1987
Skills
Consulting, Banking, Sales Management, Commercial Banking, International Trade, Trade Finance, Credit, International Business, Strategic Planning, Retail Banking, Risk Management, Strategy, Business Development, Business Analysis, Loans, Cash Management, Finance, Management, Credit Analysis, Strategic Financial..., Financial Planning
Education
Robert Morris University 1972 — 1976
BS, Accounting and Management
Computershare January 2012 - Present
BNY Mellon 2007 - January 2012
Mellon Investor Services 2001 - 2007
Mellon Financial 2001 - 2007
Merrill Lynch 1995 - 2001
Education
Rutgers University-New Brunswick 1990 — 1994
Rutgers University-New Brunswick 1990 — 1994
State Street Corporation August 2007 - Present
State Street Bank 1996 - Present
Brown Brothers Harriman & Co. 2003 - 2007
Mellon Financial 1984 - 1997
Mellon Financial 1984 - 1997
Skills
Global Custody, Securities Lending, Mutual Funds, Fixed Income, Equities, Securities, Hedge Funds, Alternative Investments, Asset Managment, Financial Services, Fund Accounting, Fund Administration, Investments, Corporate Actions, Asset Management, Derivatives, Investment Management, Capital Markets, Bloomberg, Bonds, Financial Markets, Middle Office, ETFs, Asset Allocation, FX Options, Real Estate, Sales
Education
Simmons College
Bachelor's degree, Business Administration and Management, General
PNC Financial Services Group March 2008 - Present
IIBA 2008 - Present
SDLC Solutions 2007 - 2008
Federated Investors 1990 - 2007
Mellon Financial 1989 - 1990
AT&T September 1979 - February 1989
Skills
Business Analysis, Business Requirements, Process Improvement, Requirements Analysis, Requirements Gathering, SDLC, SQL, Visio
Education
Slippery Rock University of Pennsylvania 1975 — 1979
BS, Mathematics, Computer Science, Physics
Prudential Financial March 2010 - January 2013
Prudential Financial May 2008 - September 2010
Horizon Blue Cross Blue Shield of New Jersey June 2006 - May 2008
Mellon Financial 2000 - 2006
Skills
Process Improvement, Change Management, Business Analysis, Operations Management, Staff Development, Vendor Management, Outsourcing, RFP, Program Management, Team Building, Relationship Management, Project Management, Management, Strategic Planning, Tactical Planning, Policy Writing, Operational Due..., Management Due Diligence, Operational Risk..., Business Relationship..., Vendor Relationships, Culture Change, Lead Change, Leading Change, Data Analysis, Policy Analysis, Requirements Analysis, Organizational Culture, Leadership Development, Team Leadership, Cross-functional Team..., Thought Leadership, Situational Leadership, team oriented, Business Process..., Business Process, Process Control, Business Process Design, Communications Planning, Internal Communications, Strategic Communications, Compliance, Building Relationships, Contract Negotiation, Executive Management
Education
Seton Hall University School of Law 1991 — 1994
Doctor of Law (JD), Law
Seton Hall University 1989 — 1991
Bachelor of Arts (BA), History
Bayer Corporation July 2005 - Present
MAX Environmental Technologies, Inc. 2003 - 2005
Mellon Financial 1999 - 2003
Education
Robert Morris University 2004 — 2005
MBA
Washington and Jefferson College 1995 — 1999
BA, Accounting
Center Area High School
Wilkins Investment Counsel, Inc. June 2013 - Present
Wilkins Investment Counsel May 2008 - Present
Contravisory Investment Management May 2004 - May 2008
Congress Asset Management 2001 - 2004
Mellon Financial August 1997 - January 2001
Skills
Investments, Equities, Fixed Income, Asset Managment, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds
Education
Saint Anselm College 1993 — 1997
Xerox HR Solutions June 2005 - Present
Mellon Financial 2003 - 2005
TIAA-CREF 1992 - 2003
Bankers Trust 1987 - 1992
The Chase Manhattan Bank 1983 - 1987
Skills
HRIS, 401k, Defined Benefit, Employee Benefits
Education
*
Fairleigh Dickinson University-Metropolitan Campus
MBA, Finance
Rowan University
BA, Marketing
University of Delaware
Exec MBA, Bank Management
Independent Consultant May 2008 - Present
Affiliated Computer Services (ACS) 2005 - 2008
Mellon Financial January 2002 - May 2005
PricewaterhouseCoopers January 1997 - January 2002
Kwasha Lipton 1980 - 2002
Education
Rutgers, The State University of New Jersey-Newark
BA, English, mathematics
PNC August 2004 - Present
Mellon Financial 2002 - 2004
PNC 1990 - 2001
Skills
Talent Acquisition, Interviews, Recruiting, Employee Benefits, Management, Leadership, Banking, Employee Engagement, Talent Management, Sales, Customer Service, Applicant Tracking..., Onboarding, Human Resources, Internet Recruiting, Employee Relations, PeopleSoft, Deferred Compensation, Technical Recruiting, Hiring, HRIS, College Recruiting, Benefits Negotiation, Sourcing, Vendor Management, Employment Law, Mentoring, Relationship Management
Education
Temple University 2001 — 2004
EdM, AOD
Rosemont College 1997 — 2001
BA, Organizational Development
QVC April 2012 - Present
QVC May 2010 - April 2012
QVC October 2008 - May 2010
QVC October 2005 - October 2008
Perdue Farms January 2005 - October 2005
PriceWaterhouseCoopers 1999 - January 2005
Mellon Financial 1999 - January 2005
Mellon HR Solutions 1999 - 2005
MELLON HR & IS 1999 - 2005
Mellon 1999 - 2005
Skills
HRIS, Succession Planning, Deferred Compensation, Performance Management, Employee Relations, PeopleSoft, Benefits Administration, Talent Management, Workforce Planning, Talent Acquisition, Employee Engagement, Employment Law, Employee Benefits, Human Resources, Organizational..., Onboarding, Recruiting, Organizational Design, New Hire Orientations, HR Consulting
Education
Seton Hall University 1995 — 1996
MBA, Human Resources
Shippensburg University of Pennsylvania 1989 — 1993
BSBA, Finance
Moodys Investor Service AVPMoodys CorporationMarch 2007 - Present
Moody's Investors Service 2007 - Present
Mellon Investor Services December 1997 - March 2007
Mellon Financial 2004 - 2007
Skills
Equities, Financial Analysis, Fixed Income, Financial Services, Securities, Risk Management, Credit Analysis, Banking, Capital Markets, Asset Management, Process Improvement
Education
Rutgers University-New Brunswick
Fuller Financial Management, LLC January 2013 - Present
Boston Based Private Equity and Hedge Fund Firm 2008 - January 2013
Fidelity Investments 2005 - 2007
State Street Bank 2002 - 2005
Mellon Financial 1993 - 2002
Skills
Family Office, Relationship Management, Private Equity, Data Aggregation, Hedge Funds, Oversight, Negotiation, Executive Reporting, Insurance, Cash Flow Forecasting, Bill Payment, Trusted Business Partner, Coordination, Bespoke, Organization, Charity
Education
Suffolk University - Sawyer School of Management 1998 — 2002
MBA, Finance
University of Maine 1989 — 1993
BA, Political Science and Philosophy
Marblehead High School 1986 — 1989
Emmanuel Capital Management, LLC January 2009 - Present
Mellon Financial January 1999 - October 2006
Skills
Investments, Asset Management, Equities, Alternative Investments, Portfolio Management, Securities, Investment Management, Hedge Funds, Investment Strategies, Mutual Funds, Asset Allocation, Investment Advisory, Budgets, Risk Management
Education
Robert Morris University
Hewlett-Packard August 2015 - Present
Hewlett-Packard September 2012 - August 2015
HP March 2011 - September 2012
HP August 2010 - June 2011
Hewlett-Packard January 2010 - July 2010
HP February 2007 - February 2010
Hewlett-Packard November 2005 - January 2007
Mellon Financial September 2004 - August 2005
Skills
Product Marketing, Product Management, Cloud Computing, Cross-functional Team..., Go-to-market Strategy, Competitive Analysis, Enterprise Software, Channel, Program Management, Sales Enablement, Product Lifecycle..., Strategic Partnerships, Account Management, Marketing Strategy, Business Alliances, Marketing Management, Demand Generation, Partner Management, Vendor Management, Multi-channel Marketing, HP, Leadership, Professional Services, Business Intelligence, Channel Partners, SaaS, Business Strategy, Pre-sales, Storage, Solution Architecture, Marketing, Sales Management, Strategy, Data Center, CRM, Salesforce.com, Strategic Alliances, Business Development
Education
Texas A&M University - Mays Business School 2005 — 2006
MS, Marketing
University of Maryland University College 2001 — 2004
BS, Business Administration
University of North Texas 2000 — 2001
Art/Art Studies, General
Fisher Consulting 2011 - Present
Fisher Consulting April 2010 - Present
UPMC October 2011 - January 2012
Wexford Health Sources January 2010 - March 2010
84 Lumber March 2007 - January 2010
Lockheed Martin November 2005 - August 2006
Mellon Financial June 1999 - November 2005
H. J. Heinz January 1992 - January 1999
Skills
Affirmative Action, Training, OFCCP, Employee Relations, FMLA, Employee Benefits, EEO, Human Resources, Leadership, Policy, Applicant Tracking..., Analysis
Education
Robert Morris University
Professional, Human Resources
Bed Bath & Beyond November 2014 - Present
Foot Locker November 2011 - November 2014
Foot Locker May 2009 - November 2011
Foot Locker February 2007 - May 2009
Foot Locker July 2006 - February 2007
Foot Locker January 2006 - July 2006
Dicks Sporting Goods 2004 - 2006
Mellon Financial July 2002 - January 2004
US Navy June 1996 - June 2000
Skills
Accounts Receivable, Accounts Payable, Accounting, Budgets, Forecasting, Management, Retail Banking, Treasury Management, Account Reconciliation, Banking, Customer Service
Education
Robert Morris University 2003 — 2005
MBA, Accounting
Robert Morris University 2000 — 2003
BSBA, Finance
Cuso Financial Services August 2006 - Present
Citizens Bank 2004 - 2006
Mellon Financial 1998 - 2004
Household Finance 1997 - 1998
Dean Witter 1995 - 1997
Snyder's of Hanover 1992 - 1995
Skills
Insurance, Financial Services, Retirement Planning, Investments, Financial Advisory, Retirement, Investment Program..., Estate Planning, Fixed Annuities, Indexed Annuities
Education
Susquehanna University 1988 — 1992
Chichester High School 1986 — 1988
PDI, Inc. January 2011 - Present
Merck(legacy Schering-Plough Corporation) April 2006 - May 2010
Affiliated Computer Services June 2001 - April 2006
Mellon Financial January 1998 - June 2001
Chubb Insurance December 1995 - January 1998
Hapag Lloyd Inc May 1994 - December 1995
UPS August 1992 - May 1994
First Fidelity Bank June 1988 - August 1992
Skills
SDLC, Vendor Management, Visio, Business Analysis, SharePoint, Learning Management..., Oracle, Crystal Reports, SQL, Microsoft SQL Server, Requirements Gathering
Education
St. Peter's College 1984 — 1991
Bachelor of Science (BS), Computer Science
US Trust May 2010 - Present
Dresdner Bank 1999 - April 2010
Bankers Trust 1997 - 1999
Mellon Financial 1991 - 1997
Skills
Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Equities, Fixed Income, Hedge Funds, Investments, Wealth Management, Investment Advisory, Capital Markets, Securities, Portfolio Optimization, Equity Research, Trading, Financial Analysis, Financial Modeling, Valuation
Education
New York University - Leonard N. Stern School of Business
Saint Vincent College
Bachelor of Science (B.S.), Economics, History
Looking for my next opportunity to get involved & contribute August 2009 - Present
Prudential Financial 2006 - 2009
Mellon HR & IS 2001 - 2005
Mellon Financial 1999 - 2000
Buck Consultants 1996 - 1999
Panasonic 1992 - 1996
Education
Saint Peter's University
PNC Bank November 2014 - Present
PNC Bank March 2013 - November 2014
PNC Bank July 2006 - March 2013
Mellon Financial May 2003 - June 2006
BillingZone, Pittsburgh, PA May 2000 - February 2003
PNC August 1993 - May 2000
PNC January 1984 - August 1993
Skills
Product Management, Marketing Strategy, Segmentation, Strategy Development, Product Strategy, Product Development, Business Strategy, Vendor Management, Marketing Communications, Integrated Marketing, Strategy, Marketing, Lead Generation, Management, Sales
Education
Robert Morris University 1984 — 1987
BA, Administrative Management
State Street August 2013 - Present
State Street Global Advisors June 2012 - August 2013
Bank of New York Mellon December 2007 - May 2012
Brown Brothers Harriman May 2005 - December 2007
Mellon Financial June 2004 - May 2005
Mellon Financial June 2003 - June 2004
Mellon Financial November 2001 - June 2003
Skills
Client Services, Relationship Management, Sales, Sales Presentations, Sales Presentation..., Public Speaking, Banking Relationships, Project Management, Investment Operations, Fund Accounting, Securities, Corporate Actions, Bloomberg, Conversion Optimization, Investments, Financial Services, Alternative Investments, Leadership, Management
Education
Saint Anselm College 1997 — 2001
Bachelors, Business
Marian High School 1993 — 1997
MODEC International INC September 2012 - Present
MODEC International INC January 2010 - August 2012
MODEC International INC February 2008 - December 2009
MODEC International INC July 2007 - February 2008
MODEC International INC November 2004 - June 2007
IKON Office Solutions November 2001 - October 2004
Houston Cellular June 1994 - August 2001
Mellon Mortgage 1990 - 1994
Mellon Financial 1990 - 1994
Education
Stephen F. Austin State University 1984 — 1987
BBA, Finance
BNY Mellon December 2012 - Present
XcitekSolutionsPlus, LLC 2009 - November 2012
XSP November 2007 - January 2009
Mellon Financial 2001 - 2007
Skills
Corporate Actions, Back Office, Middle Office, SWIFT payments, Business Analysis, SDLC, Requirements Analysis, Business Requirements, Securities, Financial Services, SQL, Fixed Income, Equities, Derivatives, Asset Managment
Education
Saint Vincent College 1988 — 1992
B.S., Finance
BNYMellon Financial Corporation May 2015 - Present
BNYMellon Finanacial Corp. April 2010 - Present
BNY Mellon February 2004 - April 2010
Mellon Financial 2000 - 2004
Skills
Global Custody, Corporate Actions, Securities, Fund Accounting, Mutual Funds, Financial Services, Back Office, Equities, Asset Managment, Fixed Income, Derivatives, Investments, Securities Lending, Bloomberg, Hedge Funds, Risk Management, Banking, Portfolio Management, Settlement, Capital Markets, Tax Accounting, Software Documentation, Bonds, FX Options, Middle Office
Education
Strayer University
Master of Science, 3.846 GPA
Salem State University
Bachelor of Science
Celgene March 2014 - Present
Merck April 2010 - March 2014
Schering-Plough November 2005 - April 2010
Mellon Financial January 2001 - October 2005
ChaseMellon Financial Services 1998 - 2004
Skills
Talent Management, Employee Relations, Succession Planning, Organizational Design, Performance Management, Organizational..., Employee Engagement, HRIS, HR Consulting, Organizational..., HR Transformation
Education
Rutgers University-New Brunswick 1994 — 1999
BA, Sociology
West Penn Allegheny Health System February 2010 - Present
West Penn Allegheny Health System February 2007 - June 2010
West Penn Allegheny Health System October 2002 - February 2007
Mellon Financial 1999 - October 2002
UPMC 1996 - 1999
Education
Seton Hill University 1991 — 1994
BS, Accounting and Management
Wells Fargo Bank 2009 - 2013
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company 2006 - 2007
Mellon Financial 2001 - 2005
Vanguard 1999 - 2001
McGraw-Hill Construction 2000 - 2000
Educational Testing Service (ETS) 1987 - 1999
Skills
User Experience, Program Management, Product Management, Financial Services, Strategic Planning, Marketing Strategy, Strategy, Business Development, E-commerce, Product Development, Business Process..., Analytics, Project Planning, Payments
Education
Aliquippa High School
Temple University
BA, Journalism
Elliott Group November 2008 - Present
Kennametal March 2006 - November 2008
Kennametal September 2004 - March 2006
Kennametal August 2003 - August 2004
TOPS Staffing October 2002 - February 2003
Mellon Financial July 2001 - October 2002
University of Pittsburgh August 1999 - April 2001
Dollar Bank May 2000 - December 2000
Skills
Recruiting, Policy, Personnel Management, Training, Human Resources, Time Management, HRIS, Deferred Compensation, Management, Labor Relations, Performance Management, Talent Management, Lean Manufacturing, Customer Service, Program Management, Temporary Placement, Interviews, Sales, Employee Relations, Screening, Team Building, Succession Planning, Onboarding, Benefits Administration, Employee Benefits, Workday
Education
Leadership Westmoreland 2015 — 2016
Seton Hill University 2005 — 2006
MBA, Management Focus
University of Pittsburgh 1997 — 2001
BS, Psychology and Business
Claudio Buonfiglio, DMD, PA Assistnat Project ManagerInfotechAugust 2003 - June 2004
Mellon Financial March 2001 - June 2003
NiSource July 1999 - March 2001
Renown Health March 1996 - May 1999
Education
Robert Morris University 2001 — 2003
BS, Managment Information Systems
Southwestern Adventist University 1982 — 1986
AS, Office Information Systems
Affiliated Computer Services June 2005 - Present
Mellon Financial February 1990 - May 2005
Dreyfus Retirement Services 1990 - 1994
The Bank of New York January 1987 - February 1990
Dean Witter September 1985 - January 1987
Education
Stony Brook University 1982 — 1985
BA, Economics
Stevens Institute of Technology 1981 — 1981
Mechanical Engineering
First Commonwealth Bank March 2011 - Present
Fifth Third Bank March 2010 - March 2011
Cobain Financial Consulting and Business Improvement January 2009 - April 2010
The Bank of New york Mellon August 1991 - December 2008
The Bank of New York 1991 - 2008
Mellon Financial 1991 - 2008
Skills
Securitization, Portfolio Management, Commercial Lending, Treasury Management, Wealth Management, Loans, Credit, Equities, Credit Analysis, Asset Managment, Mutual Funds, Financial Modeling, Corporate Finance, Relationship Management, Financial Analysis, Risk Management
Education
West Virginia University 1980 — 1981
M.B.A., Finance
St. Francis University 1976 — 1980
B.S., Economics
BNYMellon Managing DirectorThe Bank of New York Mellon2007 - Present
Mellon Financial 1996 - Present
Mellon HR Solutions 2000 - 2003
Dreyfus- Retirement Services 1996 - 2000
New England Life 1978 - 1995
Skills
Securities, Integration, Mergers & Acquisitions, Financial Services, Management, Mutual Funds, Asset Management
Education
Saint Michael's College 1974 — 1978
BA, American Studies
Thomson Reuters January 2011 - Present
TradeWeb November 2007 - December 2010
Thomson Financial April 2001 - November 2007
State Street August 1999 - April 2001
DST Systems May 1995 - July 1999
Mellon Financial 1987 - 1995
Skills
Electronic Trading, Trading Systems, Market Data, Exchange Connectivity, SDLC, Testing, Quality Assurance, Software Development, Unix, Sybase
Education
Suffolk University 1983 — 1987
BSBA, Finance
The Bank of New York Mellon 2007 - 2008
BNY Mellon 2007 - 2008
Mellon Financial 1973 - 2008
Mellon Global Cash Management 1987 - 2005
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1979 — 1980
MBA
Robert Morris University
BSBA, Management
NIPSTech September 2006 - Present
Ohio Edison First Energy April 2015 - May 2015
TEKsystems April 2012 - October 2014
Self Employed January 2005 - September 2006
Mellon Financial June 1996 - January 2005
Calgon Corporation October 1993 - June 1996
Self Employed February 1992 - October 1993
U.S. Steel 1988 - 1992
CISCorp 1986 - 1992
Westinghouse Electric Company 1986 - 1987
Skills
Windows Server, Novell Netware, Computer Hardware, Electronics, Music Theory, Music, Servers, Active Directory, pfSense, Citrix, Security, Technical Support, Troubleshooting, XP, Windows, Networking, Wireless Networking, Windows XP, Firewalls, System Deployment, Software Installation, Management
Education
University of Pittsburgh 1974 — 1978
BAS, Electronic Music and Composition
Saint Vincent College 1974 — 1975
N/A, Music Education
Crescendo Consulting Solutions, LLC November 2008 - Present
Investors Bank & Trust May 2007 - July 2007
Investors Bank & Trust December 2005 - April 2007
Deustche Bank May 2005 - December 2005
State Street Bank August 2003 - February 2005
Mellon Financial November 2002 - August 2003
Education
CFA Institute 2002 — 2004
Certification, CFA
Suffolk University - Sawyer Business School 1999 — 2002
Bachelors, Finance
Mercer October 2013 - Present
Fidelity Investments 2008 - August 2013
ACS 2005 - 2008
Mellon Financial 2002 - 2005
PricewaterhouseCoopers 2000 - 2001
Coopers & Lybrand 1984 - 2000
Buck Consultants 1981 - 1984
Skills
Vendor Management, PMO, Outsourcing, Business Analysis, Project Management, SDLC, Process Improvement, Six Sigma, Change Management, Business Process..., Resource Management, Management, Project Portfolio..., PMP, Software Project...
Education
Stevens Institute of Technology 1981 — 1984
MS, Computer Science
Hudson November 2006 - Present
Mellon Financial December 2005 - November 2006
Mellon Financial December 2004 - December 2005
Skills
Account Reconciliation, Accounting, Bank Reconciliation, General Ledger, Sarbanes-Oxley Act, GAAP, Accounts Payable, Fixed Assets, Accounts Receivable, Internal Controls, Variance Analysis, Financial Accounting, Financial Statements, Accruals, Journal Entries, US GAAP, Hyperion, Consolidation, Revenue Recognition, PeopleSoft, Financial Audits, CPA, Invoicing, Forecasting, Bookkeeping, Year-end Close, Financial Reporting, Financial Analysis
Education
Slippery Rock University of Pennsylvania 2000 — 2004
BS, Accounting
USBank September 2004 - Present
FORE Systems September 1999 - September 2004
Mellon Financial 1985 - 1999
Skills
Banking, Electronic Payments, Credit Cards, Credit, Program Management, Payments, Debit Cards, Business Analysis, Vendor Management, Disaster Recovery, Process Improvement, Analysis, Leadership, Risk Management
Education
University of Phoenix 2003 — 2005
Master Business Administration, Management
Saint Vincent College 1979 — 1983
B.S., Business Systems Analysis
CommVault July 2012 - Present
The Bank of New York Mellon November 2005 - July 2012
L'Oreal USA October 2004 - July 2005
Mellon Financial February 1999 - October 2004
Skills
Human Resources, Deferred Compensation, PeopleSoft, Performance Management, HRIS, Equities, Employee Benefits, Personnel Management, Onboarding, Succession Planning, Incentive Programs, Talent Management, Applicant Tracking...
Education
Seton Hall University
BA, Social & Behavioral Sciences
UBS March 2015 - Present
Royal Bank of Scotland March 2013 - March 2015
Royal Bank of Scotland Group February 2010 - March 2013
Deloitte Consulting July 2004 - February 2010
Mellon Financial March 2003 - June 2004
Towers Perrin January 2001 - March 2003
Hewitt Associates June 1999 - December 2000
Skills
Fixed Income, Business Process..., Derivatives, Financial Modeling, Capital Markets, Project Management, Equities, Risk Management, Investment Banking, Business Transformation, Change Management, Management, Mergers & Acquisitions, Strategy, Financial Services, Business Analysis
Education
Yale University - Yale School of Public Health 1997 — 1999
Masters in Public Health, Healthcare Management
The Johns Hopkins University 1992 — 1996
Bachelor of Arts, History of Science
UBS Wealth Management January 2007 - Present
Palisades Technology Partners November 2005 - December 2007
Mellon Financial February 2000 - November 2005
Education
Stevens Institute of Technology 2004 — 2007
M.S, computer science
St.Ann's college
B.S, computer science
Aetna January 2014 - Present
Coventry Healthcare March 2010 - December 2013
Bny Mellon September 2006 - June 2009
Mellon Financial December 1999 - August 2006
Mellon Bank September 1995 - November 1999
West Penn Hospital August 1991 - August 1995
Commerical Data Services May 1989 - July 1991
Dravo Corp 1980 - 1989
Skills
Disaster Recovery, Data Center, System Administration, Mainframe, SharePoint, Management, Project Management, Windows, Citrix, Testing, Unix, BMC Remedy, Training, Software Documentation, Cisco Technologies, Requirements Gathering, Process Improvement
Education
Robert Morris University 2006 — 2009
N/A, Information Systems and Communications
Computer Systems Institute 1981 — 1982
Certificate, Computer Programming
The Ayco Company May 2006 - Present
Mellon Financial 2001 - 2005
Skills
Asset Allocation, Mutual Funds, Financial Analysis, Finance, Series 7, Portfolio Management, Financial Services, Financial Planning, Wealth Management, Retirement Planning, Equities, Estate Planning, Securities, Investments, Investment Advisory, High Net Worth..., Retirement, Financial Advisory, Fixed Income, Analysis, Wealth, Asset Management, Tax, Investment Strategies, Series 63, Cash Management, Wealth Management..., Investment Management, Corporate Finance, Options, Alternative Investments
Education
Robert Morris University 2003 — 2005
MBA, Corporate Finance
University of Pittsburgh 1997 — 2001
BS, Finance & Marketing
BNY Mellon June 2010 - Present
BNY Mellon September 2007 - June 2010
Mellon Financial December 2004 - September 2007
Skills
Banking, Customer Service, Finance, Financial Services, Microsoft Excel, Pivot Tables, Financial Analysis, Process Improvement, PowerPoint, Risk Management, Relationship Management, Team Building, Accounting, Analysis, Business Analysis, Project Management
Education
Seton Hill University 2009 — 2012
MBA, Masters in Business Administration
Robert Morris University 2000 — 2004
BS, Finance
Liazon September 2014 - Present
Liazon June 2013 - August 2013
CVS Caremark Corporation August 2010 - June 2012
Bain & Company July 2009 - July 2010
Bain & Company August 2007 - July 2009
Hamilton Lane May 2006 - August 2006
Mellon Financial June 2005 - August 2005
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2003 — 2007
BS Economics, Finance, Management
JP Morgan Chase ManagerBeacon Lender Services, LLCJune 2004 - November 2005
Jefferson Wells International June 2003 - June 2004
Dopkins & Company, LLP September 2000 - June 2003
Mellon Financial July 1999 - September 2000
Education
Rutgers University-New Brunswick 1995 — 1999
Economics, Economics, Accounting, Finance
UPMC/CCBH February 2005 - Present
Mellon Financial 1999 - 2005
Education
Robert Morris University 1992 — 1997
Bachelor of Science (B.S.), Business Administration, Healthcare Concentration
BNY Mellon May 2011 - December 2014
Securities Finance Trust Company May 2008 - September 2010
Securities Finance Trust Company September 2005 - May 2008
Mellon Financial January 2002 - September 2005
Skills
Portfolio Management, Risk Management, Investments, Financial Markets, Equities, Asset Management
Education
Salem State University 1995 — 2000
B.S., Business Administration
Bank of America July 2011 - Present
Bank of America January 2006 - July 2011
MBNA June 1996 - November 2005
Mellon Financial January 1992 - May 1995
Skills
Global HR Data..., Merger and Acquisition..., HR Shared Service..., ERP (PeopleSoft, SAP,..., Global Benefits..., Audit, Compliance &..., Vendor Mangement, Retirement Outsourcing..., Management Consulting, Business Transformation, IT Strategy, Deferred Compensation, Project Portfolio..., Team Leadership
Education
University of Pittsburgh 1980 — 1982
MSW, Social Work
University of Cincinnati 1976 — 1982
MA, Geography
The Chinese University of Hong Kong 1974 — 1978
BA, Geography
(In Transition) September 2012 - Present
TD September 2012 - June 2013
PNC February 2008 - September 2011
Wells Fargo March 2007 - January 2008
AmSouth Bank November 2005 - November 2006
Mellon Financial June 1982 - October 2005
Skills
Treasury Management, Commercial Banking, Treasury Services, Middle Market, Healthcare, Public Finance, Cash Management, Payments, Banking, Risk Management, Liquidty, Corporate Treasury, Investments, Financial Analysis, Business Strategy, Process Improvement, Finance, Cross Selling, New Business Development, Retail Banking, Mergers & Acquisitions, Marketing, ACH, Credit Cards, Financial Risk, Small Business Lending, Portfolio Management, Credit Analysis, CRM, Management, Liquidity Management, Financial Services, Electronic Payments, Relationship Management, Sales, Credit, Leadership, Payment Systems, Deposits, Loans, Internet Banking, Credit Risk, Treasury, Lines Of Credit, Commercial Lending, Consumer Lending, Banking Relationships, Financial Institutions, Working Capital...
Education
Robert Morris University
A.A.S., Business Administration and Management, General
Access Data, a Broadridge Company October 2009 - Present
Gibson Capital August 2007 - September 2009
Federal Home Loan Bank of Pittsburgh March 2006 - July 2007
Federated Investors August 2004 - March 2006
Mellon Financial March 1999 - August 2004
Skills
Mutual Funds, Portfolio Management, Securities, Financial Services, Asset Management, Business Analysis, Investments, Fixed Income, Wealth Management, Equities, 401k, Financial Analysis, Relationship Management, Analysis
Education
Waynesburg University 2009 — 2013
MBA, Leadership, 4.0
Robert Morris University 1999 — 2008
BSBA, Finance
BB&T November 2013 - Present
BB&T January 2007 - November 2013
Mellon Financial 1984 - 2007
Skills
SDLC, Requirements Gathering, SQL, Portfolio Management, Disaster Recovery, Vendor Management, Java Enterprise Edition, Risk Management, PMO, IT Strategy, Visio, Insurance, Customer Service, Business Analysis, Software Documentation, Process Improvement, Management, Microsoft Office
Education
Robert Morris University 1996 — 2008
BS, Computer
State Street October 1997 - December 2008
Mellon Financial January 1995 - June 1997
Boston Safe Deposit and Trust January 1987 - 1995
Education
Simmons College 1980 — 1984
Bachelor of Science, Management
ERA Andrew Realty December 2009 - Present
Mellon Financial August 1992 - 2005
Education
Salem State University 1987 — 1994
Masters, Business Administration/Finance
Salem State University 1987 — 1991
Salem State University 1987 — 1991
Cape Regional Medical Center October 2004 - Present
Cape Regional Health Sysytem 2004 - Present
Mellon Financial 1996 - 2002
Sands Hotel & Casino 1991 - 1996
Education
Rutgers University-New Brunswick 1978 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Thomas Edison State College
Master's degree, Human Resources Management/Personnel Administration, General
BNY Mellon October 2012 - Present
Mellon Financial September 2009 - September 2012
Mellon Analytical Solutions September 2005 - September 2009
Russell Mellon May 2005 - September 2005
Mellon Financial May 1999 - September 2004
Skills
Business Analysis, Financial Risk, Requirements Gathering, Investments, Written & Oral..., Hands-on Training, Consulting, Client Presentation, Manage Client..., Client Relations Skills, Client Liaison, Conflict Management, Analytic Problem Solving, Team Building, Team Leadership, Communication Skills, Service Coordination, Project Coordination
Education
University of Pittsburgh 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government, 3.97
Robert Morris University
Master of Science (M.S.), Organizational Leadership, 4.0
Allegheny Health Network January 2014 - Present
Allegheny Health Netwok October 2002 - January 2014
Mellon Financial April 1999 - October 2002
UPMC February 1996 - April 1999
Skills
Hospitals, Healthcare Management, Healthcare, Non Profit accounting, Financial Analysis, Financial Reporting, Expense Budgeting, Grant Management, Access, Data Analysis, Outlook, Invoicing, Healthcare Information..., HIPAA, Management, Budgets, Revenue Cycle, Clinical Research, Process Improvement, Leadership, Microsoft Excel, Clinical Trials, Analysis
Education
Seton Hill University 1991 — 1994
Bachelor of Science, Accounting
Thiel College 1990 — 1991
French Studies
Ecole de Langues, Biarritz, France 1990 — 1990
Summer program for French Language, French
BNY Mellon August 2012 - Present
BNY Mellon June 2009 - August 2012
Bank of America August 2006 - June 2009
Mellon Financial July 1996 - August 2006
Skills
Custody Banking, Financial Operations, Portfolio Accounting, Account Management, Customer Service, Cash Management, Performance Management, Compliance Management, Risk Management, Windows, Bloomberg Terminal, DTC Terminal, Portfolio Management, Investments
Education
Saint Michael's College 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Disman Construction Inc./ Disman Associates January 2001 - July 2012
West Penn Allegheny Health System 2010 - 2011
Southwestern Group Ltd November 2007 - November 2010
Mellon Financial October 1995 - July 2003
Skills
Healthcare, Healthcare Management, HIPAA, Medical Billing, Medicaid, Accounts Receivable, Medicare, Medical Terminology, Auditing, Financial Reporting, Medical Records, Healthcare Information..., General Ledger, PeopleSoft
Education
Robert Morris University 1989 — 1994
BSBA, Accounting
Robert Morris University 1989 — 1994
BSBA, Accounting
Steven G. Blum and Associates, LLC 2009 - 2012
The American College July 2007 - October 2007
Mellon Financial August 2005 - June 2006
TIAA-CREF June 2000 - August 2005
Skills
Presentation and..., Retirement Planning, Investment Strategies
Education
St. Joseph's University
Master of Business Administration (MBA), Finance, General
University of Florida
BSBA, Finance, General