Mellon Investor Services
Address: 480 Washington Blvd # 27, Jersey City, NJ 07310 Phone: (201) 680-4926: : : Place name: : : Hours: Category: Website: : Website: https://www.bnymellon.com/us/en/client-access/index.jsp Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Mellon Investor Services LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Mellon Investor Services Employees
BofA Merrill Lynch August 2015 - Present
BofA Merrill Lynch June 2014 - Present
BofA Merrill Lynch October 2013 - June 2014
Merrill Lynch October 2007 - September 2013
AST Equity Plan Solutions April 2006 - September 2007
Mellon Investor Services 1999 - 2006
The Bank of New York Mellon 1999 - 2006
Paragon Solutions 1997 - 1998
Larsen and Toubro Limited 1995 - 1997
Skills
Business Analysis, SDLC, IT Strategy, Vendor Management, Software Project..., Enterprise Software, Management, Equities, Program Management, Project Management
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2000
MBA, Finance and Strategic Management
Punjab Engineering College 1991 — 1995
Bachelor Of Engineering, Computer Science and Engg.
MPA - The Association of Magazine Media March 2015 - Present
Reader's Digest July 2000 - March 2015
Mellon Investor Services February 1998 - July 2000
The MONY Group July 1992 - February 1998
Turner Broadcasting July 1991 - July 1992
MTV Networks 1990 - 1990
Skills
Media Relations, Advertising, Content Development, Content Strategy, Copy Editing, Copywriting, Corporate Communications, Crisis Communications, Editing, Editorial, Event Management, Event Planning, Internal Communications, Marketing, Marketing Communications, Marketing Strategy, Newsletters, Press Releases, Public Relations, Publishing, Social Media, Strategic Communications, Strategic Partnerships, Strategy, Direct Marketing, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Holy Angels 1983 — 1987
Amcest Nationwide Monitoring January 2009 - Present
Amcest Nationwide Monitoring 2009 - Present
Home Care Delivered January 2006 - January 2008
University of Medicine & Dentistry of New Jersey January 2003 - January 2005
AIG January 2001 - January 2003
Mellon Investor Services January 2001 - January 2001
Quintiles January 1999 - January 2000
Innovex January 1998 - January 1999
Payco General Credits January 1997 - January 1998
Skills
ICD-9 Coding, Corporate Communications, Typing, Claims Management, Data Tracking, 3rd Party Relationships, Medical Billing, Microsoft Office, Microsoft Excel, Outlook, Medical Terminology, Medical Education, CAESAR
Education
Ashford University 2011 — 2013
Bachelor of Science (BS), Healthcare Administration
Katharine Gibbs School
Essex County College
John Tyler Community College
Business Administration; HealthCare Studies
American Stock Transfer and Trust 2012 - Present
American Stock Transfer June 2006 - February 2012
Mellon Investor Services May 1998 - June 2006
Shaw Data 1985 - 1998
Skills
Leadership, Securities, Relationship Management, Financial Services, Risk Management, Equities, Investments, Mergers & Acquisitions, Process Improvement, Portfolio Management, Series 63, Operations Management, Options, Mutual Funds, Financial Analysis, Management, Series 7
Education
Cairn University 2008 — 2010
BS, Ministry, Counseling
Upsala College 1981 — 1985
Business Administration, Management
Evonik Industries January 2015 - Present
General Chemical,Inc May 2006 - July 2014
Mellon Investor Services January 2004 - April 2005
AT&T Wireless Service, Inc., February 2000 - October 2003
Skills
Strategy, Cross-functional Team..., Coatings, Strategic Planning, Key Account Management, Business Development, Market Development, Product Development, Budgets, Public Speaking, Microsoft Office, Six Sigma, B2B
Education
Morehouse College 1987 — 1991
Bachelor of Arts (BA), Mass Communication/Media Studies
Wayne Hills HS 1982 — 1986
HS Diploma, College Prep
INVeSHARE, Inc. March 2015 - Present
Morgan Stanley February 2012 - Present
Credit Suisse January 2008 - April 2011
Merrill Lynch April 2007 - January 2008
Mellon Investor Services March 2004 - January 2006
Institutional Shareholder Services August 1999 - November 2001
Oppenheimer Capital November 1993 - August 1999
U.S. Trust Company of NY 1988 - 1993
Skills
Corporate Actions, Securities, Equities, Middle Office, Fixed Income, Bloomberg, Asset Managment, Capital Markets, Investment Banking, Portfolio Management, Risk Management, Financial Analysis, Settlement, Financial Services, Back Office, Hedge Funds, Investments, AML, Bloomberg Terminal, Series 7, Mergers & Acquisitions, Financial Markets, Financial Modeling, Derivatives, Securities Lending, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2010
BUSINESS MANAGEMENT
Borough of Manhattan Community College 1989 — 1991
AAS, Business mANAGEMENT
Author November 2013 - Present
Information Strategies, Inc. 2009 - 2010
Tangram International Group 2003 - November 2009
Mellon Investor Services 2001 - 2002
TradeOut.com 2000 - 2002
Oracle Corporation 1998 - 2000
Arthur Andersen 1996 - 1998
J.P. Morgan 1992 - 1996
Skills
Leadership, Professional..., Career Development..., Strategy, Cross-functional Team..., Entrepreneurship, Start-ups, Enterprise Software, Program Management, Management, Business Development, Product Management, Management Consulting, Strategic Planning, Business Strategy, Business Analysis, E-commerce, CRM, Business Planning, Professional...
Education
Georgetown University
BS, Finance
Computershare US February 2013 - Present
BNY Mellon January 2008 - February 2013
BNY Mellon January 2005 - January 2008
Mellon Investor Services January 2003 - January 2005
The Equitable Group October 2000 - November 2001
Alliance Capital Management August 1997 - December 1999
Skills
Financial Services, Finance, Equities, Risk Management, Customer Service, Employee Stock Options, Employee Stock Purchase..., Business Analysis, Investments, Financial Analysis, Cost Basis Reporting, Escalation Resolution, Tax Certifications, Securities, Call Centers, Microsoft Excel, Microsoft Office, Financial Reporting, Asset Management, Fixed Income
Education
Union County College 2007 — 2016
Accounting and Finance
Newburgh Free Academy 1990 — 1994
High School
Cushman & Wakefield Technical ConsultantNess Technologies2001 - 2003
Mellon Investor Services 1995 - 2000
Education
New York University 2008 — 2012
Certificate, Real Estate
Syracuse University 1990 — 1994
DST Systems February 2012 - Present
VMS Consulting September 2007 - January 2012
Mellon Financial Corporation 1999 - 2007
Mellon Investor Services 1999 - 2007
Chase Mellon 1999 - 2007
M&T Bank 1993 - 1999
Education
Columbia University - Columbia Business School 2001 — 2001
Post-Graduate, Senior Executive General Management
Fairleigh Dickinson University
MBA, Management
Saint John's University
BS, Marketing
Citco Fund Services January 2008 - Present
Citco Fund Services May 2005 - December 2007
Citco Fund Services June 2002 - April 2005
Equiserve 2001 - 2002
Mellon Investor Services 1999 - 2001
Skills
Middle Office, Hedge Funds, Fixed Income, Derivatives, Equities, Bloomberg, Options, Prime Brokerage, Corporate Actions, Back Office, Business Analysis, Alternative Investments, OBIEE, MS Excel/Macros, AExeo
Education
Rutgers University 1997 — 2001
BA, Bachelor of Science, Business School of Management
Hudson Catholic High School 1989 — 1993
Assurant June 2012 - Present
Citizens Bank October 2011 - April 2012
Capax Global April 2011 - October 2011
Excellus BCBS August 2010 - December 2010
M&T Bank April 2008 - May 2009
Independent Consultant May 2007 - December 2007
Mellon Investor Services January 2007 - May 2007
J2, LLC 2007 - 2007
Paragon Computer Professionals September 2006 - December 2006
Robert Half Technology January 2006 - June 2006
Skills
PMP, SDLC, Project Portfolio..., Business Analysis, Project Management, Vendor Management, PMO, Team Leadership, Budgets, Management, Leadership, Visio, Process Improvement, Microsoft SQL Server, Training, Team Building, Program Management, MS Project, Business Intelligence, Business Process..., Integration, IT Management, Microsoft Project
Education
Kaplan University 2008 — 2009
N/A, Project Management Qualification
Montclair State University 1977 — 1979
N/A, Accounting, Computer Science
Cliffside Park High School 1969 — 1973
Zagster November 2007 - Present
Fleming Consulting, LLC June 2006 - November 2011
FMC March 2008 - May 2008
FMC Corporation September 2007 - March 2008
Pennoni Associates March 2007 - June 2007
LEAF Financial Corporation September 2006 - March 2007
Pennoni Associates June 2005 - May 2006
Pointplex Technology January 2001 - August 2004
Mellon Investor Services September 2003 - June 2004
BergenNet September 2001 - June 2003
Skills
Start-ups, Entrepreneurship, Management, Strategic Planning, Business Development, Business Strategy, Consulting, Fundraising, Lead Generation, Leadership, Sales, Small Business, Strategy, Team Leadership, Product Management, Strategic Partnerships, New Business Development, Software Development, Process Improvement, Nonprofits, Transportation, Salesforce.com, SaaS, E-commerce, Program Management, Enterprise Software, Mobile Devices, Project Management, Mobile Applications, Marketing, CRM, Product Development, Competitive Analysis, Business Planning, Market Research, Business Intelligence, Venture Capital
Education
Bergen County Academies
Drexel University
BS, Business Administration and Legal Studies
The Academy for Culinary Arts and Hotel Administration
Culinary Arts and Hotel Administration
The Training Associates January 2011 - Present
Corporate Learning Resources, Inc January 2009 - Present
National Grid January 2013 - April 2013
University of Phoenix 2013 - 2013
Morgan Stanley January 2011 - October 2012
Morgan Stanley Wealth Management January 2011 - October 2012
Verizon Wireless January 2010 - January 2011
Corporate Learning Resources, Inc January 2002 - January 2011
Bank of New York January 2001 - January 2002
Mellon Investor Services January 1998 - January 2001
Skills
SAP, Captivate, Team Leadership, Data Analysis, Problem Solving, Microsoft Office, Teacher Training, Languages, Training, Documentaries, Customer Service, Recruiting, Quality Assurance, Social Networking, User Experience, Educational Instruction, Coaching, Microsoft Word, PowerPoint, Needs Analysis, SharePoint, Software Documentation, Management, Instructor-led Training, Team Building, Human Resources, E-Learning, Employee Training, Training Delivery, Program Management, Leadership Development, Call Centers, Analysis, Organizational..., Technical Writing, Visio, Instructional Design, Performance Management, Troubleshooting, Change Management, Leadership, Hands-on Training, Performance Improvement, CRM, Learning Management..., Learning Management, Organizational..., Project Management, Technical Training, Process Improvement
Education
14 Holy Martyrs
Hunter College
Duchess Community College
Political Science
Dutchess Community College 1978 — 1980
New York Technical College
Electromechanical Technology/Electromechanical Engineering Technology
LivePerson September 2014 - Present
LivePerson November 2012 - Present
Financial Industry Regulatory Authority August 2010 - October 2012
Eastern Shore of Virginia Broadband Authority January 2009 - January 2010
Paul G. Watson IV, P.C. November 2004 - April 2008
Mellon Investor Services October 2002 - February 2004
Louis Berger Group, Inc March 2001 - August 2002
Skills
Case Managment, Financial Accounting, Legal Administration, Research, Wordperfect, Notary Public, Litigation Support, Legal Writing, Due Diligence, Legal Research, Outlook, Document Review, Spreadsheets, Microsoft Excel, Legal Assistance, Civil Litigation, Westlaw, Licensing, Courts, Nonprofits, Corporate Law
Education
The George Washington University 2010 — 2012
M.P.S., Paralegal Studies
Virginia Commonwealth University - School of Business 1996 — 1999
Bachelor of Science, Finance
VMS, Inc. August 2009 - Present
Mellon Investor Services June 1987 - August 2006
Skills
Securities, Financial Services, Corporate Actions, Relationship Management, Equities, Banking, Asset Management, Business Analysis, Options, Mutual Funds, Fixed Income, Mergers & Acquisitions, Account Reconciliation, Access, Financial Analysis, Vendor Management, Finance
Education
Montclair State University 1980 — 1985
B.S.
Solium April 2005 - Present
Mellon Investor Services 2004 - 2005
Equiserve May 1997 - May 2004
Chasemellon Shareholder Services 1995 - 1997
NYNEX Mobile 1991 - 1995
Skills
Executive Compensation, Equity Compensation, Compliance, Customer Service, Compensation, New Business Development, Options, Contract Negotiation, Account Management, Stock, Executive Pay, Stocks, Equities, SaaS, Business Development, Deferred Compensation, Financial Analysis, Financial Services, Incentive Programs, Leadership, Management, Mergers, Relationship Management, Process Improvement, Sales, Securities, Risk Management, Series 7, Employee Benefits, Mergers & Acquisitions, Finance
Education
New York University 1994 — 1997
Organizational Behavior and Communication
NYU 1992 — 1996
Bachelor of Arts
Iron Mountain September 2007 - May 2013
Mellon Investor Services May 1997 - July 2007
BSG Alliance February 1995 - May 1997
Lockheed Martin / NASA-JSC November 1993 - January 1995
Lockheed Martin / NASA-JSC February 1989 - November 1993
Skills
Business Process..., Process Improvement, Business Analysis, Business Process, SaaS, Vendor Management, Cross-functional Team..., Cloud Computing, SDLC, Disaster Recovery, Software Project..., SharePoint, Enterprise Software, Integration, Document Management, Program Management, Project Management, Enterprise Content..., CRM, Professional Services, Consulting
Education
Louisiana Tech University 1982 — 1988
Bachelor of Science (BS), Mathematics
Paychex August 2012 - Present
Paychex, Inc. July 2010 - August 2012
Paychex, Inc. April 2008 - July 2010
Paychex, Inc. April 2005 - April 2008
Mellon Investor Services February 2003 - March 2005
Verisign, Inc. / Network Solutions, Inc. June 2001 - August 2002
Verisign, Inc. / Network Solutions, Inc. September 1999 - May 2001
Network Solutions June 1996 - August 1999
Skills
Financial Analysis, Strategic Financial..., Business Planning, Strategy, Access, Financial Modeling, Relationship Management, Revenue Forecasting, Process Improvement, Data Mining, Sensitivity Analysis, Finance, Performance Measurement, Relational Databases, Business Intelligence..., Internal Customer..., Reporting Tools, Budget Development, Valuation and ROI, Dashboard Development, Business/Financial..., Executive Management, Management, Accounting, Dashboarding, Analysis, Strategic Partnerships, Mergers & Acquisitions, Human Resources, Variance Analysis, Sales Management, Sales, Enterprise Software, Business Strategy, Strong Sense of Urgency, Flexible, Strong Team Player, High Personal Integrity..., Strong Communication..., Leadership, Financial Planning
Education
George Mason University 1994 — 1996
MBA, Finance and MIS
Boston College 1987 — 1991
BA, Economics
Trumbull High School
Graduated in top 5% of class. National Honor Society
Bank of America Merrill Lynch March 2013 - Present
Bank of America Merrill Lynch May 2011 - March 2013
Merrill Lynch December 2006 - May 2011
Merrill Lynch May 2004 - December 2006
Mellon Investor Services December 2000 - May 2003
Skills
Equities, Securities, Derivatives, Options, Trading, Series 7, Prime Brokerage, Financial Risk, Swaps, Series 63, Valuation, ETFs, New Business Development, Sales, Fixed Income, Hedge Funds, Financial Services, Corporate Actions, Relationship Management, Equity Derivatives, Trading Systems, Finance, FINRA, Electronic Trading, FX Options, Securities Lending, Mutual Funds
Education
Rutgers University-New Brunswick 1995 — 2000
BS, Environmental & Business Economics
Examiner.com January 2012 - Present
All Dogs Welcome January 2011 - Present
KPMG March 2004 - July 2010
Credit Suisse First Boston March 2002 - December 2003
Mellon Investor Services January 2000 - March 2002
Credit Suisse First Boston January 1999 - January 2000
Merrill Lynch November 1995 - December 1998
Assist Consulting Services February 1987 - November 1995
Skills
Business Analysis, IT Strategy, Business Process..., Accounting, Financial Reporting, Process Improvement, Change Management, Program Management, Web Design, Web Development, Social Media, Social Networking, Fundraising, Dogs, Pets, Blogging, Creative Writing, Technical Writing, Report Writing, Feature Articles, Magazine Articles, Editing, Editorial, Facebook, Social Media Marketing, Newsletters, Public Relations, Dog Training, Email Marketing, Publishing, Nonprofits, Public Speaking, Entrepreneurship, Management, Team Building, Marketing Strategy, Small Business, Event Management, SEO, Marketing, Online Marketing, Start-ups, CRM, Training, Leadership, Online Advertising, Software Documentation, Marketing Communications, Advertising, Copywriting
Education
Caldwell College 1974 — 1979
Bachelor of Science, Business Administration
George P Johnson July 2010 - Present
TBWA\Chiat\Day 2005 - June 2010
Mellon Investor Services 2004 - 2005
Skills
Marketing, Management, Video, Broadcast, Video Production, Mobile Devices, Advertising, Integrated Marketing, Digital Marketing, Sponsorship, Event Management, Interactive Marketing, Brand Development
Education
University of California, Los Angeles 1999 — 2003
BA, Communications, Accounting
Amazon.com February 2012 - Present
BNY Mellon Shareowner Services January 2008 - February 2012
Starbucks Coffee Company June 2006 - December 2007
Mellon Investor Services May 1999 - May 2006
Skills
Vendor Management, Equities, Financial Services, Relationship Management, Process Improvement, Project Management, Performance Management
Education
Seattle University 1994 — 1998
BA, Humanities
Seattle Prep 1991 — 1993
Con Edison February 2014 - Present
Montefiore Medical Center May 2011 - January 2014
HORIZON BLUE CROSS BLUE SHIELD June 2007 - May 2011
Mellon Investor Services June 2002 - November 2006
Mellon Investor Services August 1998 - November 2004
Mellon Investor Services August 1998 - July 2000
H.E.L.P August 1997 - July 1998
Skills
Project Management, PeopleSoft, Call Center, Contract Management, Business Process, RFP, Analysis, Customer Service, Microsoft Office, Proposal Writing, Finance, Quality Control, Purchasing, Sla, Due Diligence, Contract Negotiation, Call Centers, Team Building, Project Planning, Program Management, Operations Management, Process Improvement, Strategic Planning
Education
Saint Peter's University 2007 — 2010
MBA, International Business
Virginia State University 1987 — 1992
BACHELOR OF ARTS, SOCIOLOGY
Scivantage December 2012 - Present
BNY Mellon August 2009 - June 2012
BNY Mellon January 2009 - January 2012
BNY Mellon Shareowner Services January 2009 - January 2012
BNY Mellon July 2001 - July 2009
BNY Mellon January 2001 - January 2009
Mellon Investor Services January 2001 - January 2009
Mellon Investor Services January 1996 - January 2000
Mellon Investor Services January 1996 - January 2000
Mellon Investor Services 1996 - 2000
Skills
Financial Services, Equities, Mergers, Banking, Securities, Mergers & Acquisitions, Product Management, CRM, Management, Series 7, Relationship Management, Program Management, Business Intelligence, Hedge Funds, Corporate Actions, Executive Management, Financial Markets, Fixed Income, Mutual Funds, Portfolio Management, Risk Management, Investments, Strategic Planning, Capital Markets
Education
New Jersey City University
Bachelor of Science, Business Administration
Tradeweb March 2007 - Present
Direct Edge ECN September 2005 - February 2007
Lava Trading April 2004 - September 2005
Business Visions, Inc. January 1987 - April 2004
Banco Santander March 2003 - March 2004
Deutsche Bank August 2002 - March 2003
Mellon Investor Services April 2002 - July 2002
Banc of America Securities February 2001 - March 2002
Deutsche Bank August 2000 - February 2001
Deutsche Bank November 1998 - August 2000
Skills
XML, SQL Server, Perl, Sybase, JavaScript, Windows, Databases, C++, Python, PHP, Shell Scripting, CSS, STL, Sockets, ASP, TIBCO, Threads, SQL, Visual Basic, C, Visual Studio, Object Oriented Design, HTML, Multithreading, PL/SQL, Unix, N-tier, Microsoft SQL Server, Software Development, Java, Electronic Trading, Market Data, Oracle, C#, Fixed Income, Agile Methodologies, Equity Derivatives, Trading Systems, Credit Derivatives, Distributed Systems
Education
Manhattan College 1981 — 1983
Electrical Engineering
University of South Carolina-Columbia 1977 — 1980
Electrical Engineering
Morgan Stanley July 2013 - Present
Morgan Stanley November 2012 - June 2013
Verity Settlement Funding, LLC March 2012 - November 2012
Aspyre Settlement Funding, Inc March 2010 - February 2012
Deutsche Bank December 2007 - March 2009
Levy Corp May 2006 - December 2007
Millennium Management May 2003 - May 2006
Mellon Investor Services November 1999 - June 2002
Skills
Microsoft Excel, Access, QuickBooks, Salesforce.com, Lotus 123, Equities, Bloomberg, Options, Derivatives, Fixed Income, Bonds, Swaps, Banking, Credit, FX Options, Dodd-Frank, Documentations, Document Drafting, Interest Rate Swaps, Customer Service, Escalation Resolution, Hedge Funds, Securities, Capital Markets, Investment Banking
Education
Bergen Community College
Business Administration
Cibertec Institute
Computer Science
Deutsche Bank June 2014 - Present
Citi September 2011 - June 2014
AIG August 2010 - August 2011
Credit Suisse April 2008 - August 2010
Cognizant Technology Solutions March 1997 - August 2010
Lehman Brothers October 2006 - April 2008
JP Morgan Chase January 2005 - September 2006
Mellon Investor Services September 2003 - December 2004
CSC - AT&T October 2001 - August 2003
Fleming Premier Banking December 2000 - October 2001
Skills
SDLC, Vendor Management, Software Project..., Business Analysis, Program Management, Requirements Analysis, Agile Methodologies, Integration, Project Management, Management, Budgets, CRM, Data Warehousing, Financial Risk, Outsourcing, PMO, Project Estimation, Project Planning, Project Portfolio..., Scope Management, Strategy
Education
Jawaharlal Nehru Technological University 1992 — 1996
BE, Computer Science and Engineering
Sainik School Korukonda 1984 — 1991
AdTheorent February 2013 - September 2014
UBS Investment Bank December 2004 - March 2013
Segal Advisors April 2003 - September 2004
Mellon Investor Services 1998 - 2003
Global Computer Supplies 1994 - 2003
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Databases, Oracle, SDLC, CRM, Integration, Data Mining, SSIS, SSRS, Solution Architecture, Data Analysis, Enterprise Software, Analysis Services, Access, Visio, .NET, Cloud Computing, MySQL, Analysis, Business Analysis, Software Project..., Management, SharePoint, PHP, Requirements Analysis, Database Design, Web Applications, Financial Modeling, Visual Studio, Vendor Management, Web Development, Requirements Gathering, Scrum, Programming, Agile Methodologies, Amazon Web Services..., Amazon AWS Redshift, PostgreSQL, ETL, Big Data, Geospatial Data, Geocoding, DynamoDB, Wordpress, ASP.NET, TQM, cPanel, Data Flow
Education
Dowling College 1994 — 1995
Master of Business Administration (M.B.A.), Business Administration with Total Quality Management Core (TQM)
Dowling College 1992 — 1995
Bachelor's Degree, Social Sciences
Learning Tree 2000 — 2005
Certificate, VB. Net, Crystal reports, MCSE Core
Towers Watson July 2005 - Present
Mellon Investor Services 2002 - 2005
Georgeson Shareholder 2000 - 2001
Russell Reynolds Associates 1998 - 2000
Institutional Shareholder Services 1992 - 1998
Skills
Corporate Governance, Executive Compensation, Executive Pay, Governance
Education
Assumption College 1983 — 1987
BA, Foreign Languages
Tailored Wealth Management May 2009 - Present
Morgan Stanley Smith Barney November 2007 - May 2009
Bank of America November 2002 - November 2007
Mellon Investor Services August 2001 - November 2002
Skills
Investments, Series 7, Wealth Management, Securities, Retirement, Finance
Education
College for Financial Planning 2006 — 2006
CRPS, Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BA, Isenberg School of Management
Norwood High School 1985 — 1987
Rhys Thomas Institute of Energy Medicine
Student
OLASS Inc. 1985 - Present
Citigroup 2005 - 2006
Salomon Smith Barney 2000 - 2001
Mellon Investor Services 1994 - 1999
United Water Resources 1993 - 1994
Public Service Electric & Gas 1989 - 1993
First Boston Corporation 1984 - 1989
Manufacturers Hanover Trust 1980 - 1983
Cadbury Schweppes Ltd, England. 1978 - 1980
Department of Health and Social Security, England 1974 - 1977
Education
Northumbria University 1975 — 1977
Computer Science
BOCES
Day Pitney LLP October 2012 - Present
Richards Kibbe & Orbe LLP September 2011 - October 2012
Bello and Parlier Families October 2009 - August 2011
Hughes Hubbard & Reed LLP September 2002 - September 2009
Mellon Investor Services October 1999 - August 2002
Livingston Consulting March 1999 - October 1999
Whitehall Robins July 1998 - March 1999
Arnhold and S. Bleichroeder April 1995 - June 1998
Education
Avtech Institute of Technology
Attended full-time classes to receive training in A+, Network+, Security+, MCP, CCNA, and PMP.
Montclair State University
Bachelor's Degree, Business Administration with a concentration in MIS
Home Care by Black Stone September 2014 - Present
Amedisys Home Health & Hospice November 2012 - Present
Genesis HealthCare November 2009 - March 2012
GeoLogics Corporation, Valencia CA November 2004 - June 2005
Liz Claiborne, Inc. North Bergen NJ November 2002 - July 2004
Mellon Investor Services November 1999 - October 2002
Macys north east 1982 - 1988
Education
Northern Essex Community College 2005 — 2009
CGI Federal September 2009 - Present
Realogy, Inc June 2007 - February 2009
Saber Corp November 2006 - March 2007
Continental Tire October 2006 - October 2006
Lenovo August 2006 - August 2006
eToys Direct October 2005 - August 2006
Martin Marietta Materials September 2005 - October 2005
Mellon Investor Services June 2002 - June 2005
Pfizer, Inc January 2002 - March 2002
Mellon Investor Services March 1999 - December 2001
Skills
Job Aids, Instructional Manuals, Training, Online Help, Instructor-led Training, Visio, SharePoint, Technical Writing, Software Documentation, Instructional Design, Information Technology, Lotus Notes, PeopleSoft, Business Analysis, Process Improvement, Content Management, Manuals, Vendor Management, E-Learning, Business Process
Education
Averett University 2003 — 2004
None, Masters in Teaching
New York University 1999 — 1999
Certificate, Information Management
Information Mapping Seminar 1994 — 1994
Certificate, Policies and Procedures
City University of New York-Herbert H. Lehman College 1990 — 1993
Bachelor of Arts, English Literature/Creative Writing; History
Wilbert O. Galitz, Co. 1985 — 1985
Certificate, Screen Design
Computershare January 2012 - Present
BNY Mellon Shareowner Services 2008 - December 2011
BNY Mellon Shareowner Services April 2007 - May 2008
Mellon Investor Services May 2005 - April 2007
UBS 2002 - 2005
Skills
Relationship Management, Securities, Equities, Series 63, Financial Services, Trading, Series 7, Mutual Funds, Investor Relations, Mergers & Acquisitions, Business Development, Wealth Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Portfolio Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Computershare May 2013 - Present
Computershare January 2007 - May 2013
Mellon Investor Services October 2000 - January 2007
Mellon Investor Services May 1999 - October 2000
Skills
Management, Financial Services, Corporate Actions, Training, Securities, Business Analysis, Business Strategy, Financial Analysis, Corporate Governance, Internal Audit, External Audit, Compliance, Employee Stock Options, Risk Management, Risk Assessment, Mutual Funds, Equities
Education
Saint Peter's University
Rising Star Resumes 2013 - Present
Diligent Board Member Services May 2012 - September 2013
NewNet Communication Technologies October 2011 - February 2012
American Stock Transfer & Trust/ AST Equity Plan Solutions December 1998 - May 2011
Mellon Investor Services April 2005 - April 2006
Skills
Resume Writing, Certified Professional..., Career Counseling, Human Resources, Employee Relations, Consulting, Talent Management, Organizational..., Leadership Development, Recruiting, Leadership, Internal Communications, Executive Management, Writing, Performance Management, Change Management, Personnel Management, Strategy, Training
Education
City University of New York Graduate Center 1992 — 1993
PhD level courses, Rhetoric
Queens College 1988 — 1990
M.A, English
University of Rochester 1970 — 1974
BA, Philosophy
Bayer CropScience 2013 - Present
Valeant Pharmaceuticals March 2012 - April 2013
Novartis 2011 - March 2012
Nestle Nutrition March 2011 - May 2011
McKesson Provider Technologies March 2008 - January 2011
Prudential Financial August 2007 - November 2007
Mellon Investor Services May 2005 - July 2007
Frye, Williams & Company June 1998 - May 2005
Skills
Calendar Management, Meeting Coordination, Travel Management, Accounts Payable, Accounts Receivable, Billing, Payroll Administration, Presentation Preparation, RFP preparation, Innovative Problem..., Project Coordination, Financial Reporting, Customer Satisfaction, Employee Management, Supervisory Experience, Microsoft Office, SAP, Billing Systems, Concur, Lotus Notes, SharePoint, Office Management, Budgets, Visio, Account Reconciliation, Project Planning, Access, Invoicing, Payroll, Human Resources
Education
Ashworth University
Accounting
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company March 2015 - Present
Park Avenue Securities August 2010 - March 2013
TD Wealth Management February 2010 - June 2010
E-Trade Financial May 2008 - July 2009
AXA Advisors September 2006 - September 2007
Merrill Lynch & Co., Inc April 2002 - August 2006
Mellon Investor Services November 1997 - August 2001
D.H. Blair & Co. Inc March 1996 - September 1997
Skills
Tactical Asset..., Mutual Funds, Equities, Asset Allocation, Securities, Portfolio Management, Financial Advisory, Options, Investments, Trading
Education
Baruch College, City University of New York 1993 — 1995
BBA, Finance
Morehouse College
Legg Mason November 2006 - Present
Mellon Investor Services June 2000 - October 2006
Skills
Finance, Retirement, Mutual Funds, Separately Managed..., Contract Negotiation, Affiliate Relations, Alternative Investments, Separate Accounts, Account Management, Contract Management, Investment Management, Equities, Fixed Income, Business Relationship..., Relationship Management, Long-term Customer..., Change Management, Cross-functional Team..., Team Leadership, Strategic Leadership, Collaborative Leadership, Leadership, Team-oriented, Multifunctional, Collaboration, Competitive Landscape, Series 7, Series 6, Series 63, Asset Management, Investments, Management
Education
Fordham University 1997 — 2000
Master of Arts (M.A.), International Political Economy and Development
Mercy College 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
SUNY Downstate Infant and Child Learning Center 2014 - Present
Vernon Avenue Children's School December 2011 - June 2013
Vernon Avenue Children's School January 2011 - June 2013
Sunshine Developmental School November 2008 - March 2010
Morgan Stanley February 2006 - May 2007
Mellon Investor Services September 2000 - August 2004
Skills
Clinical skills include...
Education
SUNY Downstate
Bachelor of Science, Nursing
Touro College
Masters of Science, General and Special Education
Brooklyn College
Bachelor of Arts, Philosophy and Law Feb
Computershare January 2012 - Present
BNY Mellon September 2010 - January 2012
BNY Mellon Shareowner Services January 2007 - August 2011
Mellon Investor Services January 2002 - January 2007
Mellon HR January 2000 - January 2002
ChaseMellon January 1998 - February 2000
Skills
Process Improvement, Financial Services, Vendor Management, Troubleshooting, Risk Management, Business Analysis, CRM, Business Requirements, Analytics, Customer Service, Banking, Employee Benefits, Analysis, Program Management, Relationship Management, Change Management, Business Process..., PMO, Project Portfolio..., Requirements Gathering, Business Process, Visio, Outsourcing
Education
Bergen Community College
Associates of Science, Business
Penn State University
Organizational Leadership
American Stock Transfer & Trust Company, LLC January 2015 - Present
UBS Wealth Management May 2014 - December 2014
Computershare January 2012 - May 2014
BNY Mellon 2006 - 2011
BNY Mellon 2004 - 2006
Mellon Investor Services 2003 - 2004
Mellon Investor Services 2001 - 2003
Mellon Investor Services May 1999 - 2001
Skills
Excel, PowerPoint, Word, Business Analysis, Microsoft Office, Options, Business Objects, Mainframe, Stock Option, Employee Stock Options, Data Analysis, Process Improvement, Problem Solving, Reconciliation, Microsoft Word, Microsoft Excel, Financial Reporting, Training, Project Management, Business Requirements, Risk Management, Equities, Business Process, Relationship Management, User Acceptance Testing, Securities, Banking, Corporate Actions, Project Planning, ESPP, Financial Services, Finance, Account Reconciliation
Education
Caldwell University 1998 — 2003
Bachelor of Science Degree, Business Administration and Psychology
Coldwell Banker September 2012 - Present
All Estate Sales, Inc. January 2010 - August 2012
Mellon Investor Services 2000 - 2004
Computershare 1995 - 2000
Skills
Customer Service, Sellers, Leadership, Sales, Management, Residential Homes, stock t, Fundraising, Real Estate Transactions, Property, Small Business, Relationship Management, Microsoft Office, Real Estate, Contract Negotiation, Securities, Strategic Planning, Financial Services, Marketing Strategy, Referrals, Marketing, Investments, Investment Properties, Leases, Entrepreneurship
Education
Monmouth University
English
a Global Media Firm May 2008 - Present
Revlon April 2006 - April 2008
Eisai Inc. August 2004 - March 2006
Mellon Investor Services 2000 - 2004
Cambrex 1999 - 2000
Lucent 1998 - 1999
Maersk Line 1990 - 1998
Skills
Cash Management, Forecasting, Banking, SOX, FX, Software Implementation, Contract Negotiation, Budgeting, Treasury Management, Treasury, Managerial Finance, Budgets, Financial Analysis, Sarbanes-Oxley Act, Cash Flow Forecasting, Investments, Corporate Finance, Financial Modeling, Management, Cash Flow, Foreign Exchange, FX Options, Finance, Analysis, Financial Reporting
Education
Fairleigh Dickinson University 1992 — 1996
M.B.A., International Finance
Fairleigh Dickinson University 1983 — 1986
B.S., Business Management
U.S. Government March 2011 - Present
AXA Equitable 2005 - March 2011
Deloitte 2005 - August 2005
New York Life Insurance Company June 2000 - 2005
Mellon Investor Services 1999 - 2000
Skills
International..., International Capital..., Advocacy and Negotiation, Institutional Capacity..., Government & Private..., Financial Services..., Acquisition, Government Contracts, Government Contracts..., Federal Securities Laws, Securities Regulation, Investments, Corporate Law, Insurance, Capacity Building, Mergers, Financial Risk, Financial Services, Analysis, Policy, Mergers & Acquisitions, Risk Management, Government Procurement, Compliance, Program Management, Leadership, AML
Education
Fordham University School of Law
LLM-Banking, Corporate and Finance Law
Primerica, Inc. November 1999 - Present
The Powered Mind June 2009 - Present
Bergen Catholic High School August 2007 - Present
Federal Reserve Bank Of New York September 1990 - November 1999
Mellon Investor Services 1988 - 1990
Manufacturers Hanover Trust August 1986 - August 1989
Skills
Series 6, Series 63, Series 26, Recruiting, Coaching, Leadership, Personal Development, Training, Public Speaking, Team Building, Leadership Development, Entrepreneurship, Motivational Speaking, Business Strategy, Asset Allocation, Business Development, Series 65
Education
University of Delaware 1983 — 1986
B.S. Economics, Economics
Wagner College 1982 — 1983
Ernst & Young June 1998 - Present
Mellon Investor Services September 2003 - June 2005
BNY Mellon February 2002 - June 2005
Skills
Microsoft Word, Financial Reporting, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Office, CCURE 9000, Energy Star, Financial Analysis, Customer Service, Business Analytics, Vendor Contracts, P_Card Allocation, AP Check Allocation, Project Coordination, Teamwork, Ariba, Procurement, Transfer Agent, Business Objects
Education
Bergen Community College 1985 — 1988
Associate of Arts and Sciences (AAS), Computer Programming
E*TRADE Financial May 2012 - Present
TD Ameritrade 2010 - 2012
TD Ameritrade 2007 - 2010
TD Ameritrade 2006 - 2007
ACS 2005 - 2006
Mellon Investor Services 2002 - 2005
Skills
Financial Services, Marketing, Product Management, Program Management, Cross-functional Team..., SDLC, Process Improvement, Retirement, Mutual Funds, ETFs, Series 7, Management, Business Analysis, Relationship Management, Portfolio Management, Equities, Series 63, Vendor Management, Competitive Analysis, FINRA, Securities, Wealth Management, Risk Management, CRM, Investments, Agile Methodologies, Strategy, Trading, 401k, Trading Systems, Financial Modeling, Salesforce.com, Asset Management, Segmentation, Analytics, Fixed Income, Asset Allocation, Investment Advisory, Series 24, Strategic Financial..., Bonds, Options, Alternative Investments
Education
Ithaca College 1993 — 1997
Chubb Group of Insurance Companies 2002 - Present
SetFocus 2002 - 2002
Merrill Lynch 2000 - 2002
Mellon Investor Services 1999 - 2000
Lehman Brothers 1995 - 1999
Paine Webber 1990 - 1995
ADP 1989 - 1990
MetLife 1987 - 1990
Skills
Java, Software Development, Visual Basic, VB.NET, Databases, C, SDLC, Visio, SQL, Vendor Management, Business Analysis, Requirements Analysis, Microsoft SQL Server, JavaScript, SharePoint, XML, Software Project..., Project Management, Strategic Planning, Training, Microsoft Excel, Python, R, Data Visualization, Data Analysis, Scala, Android, Objective C, Oracle, ArcGIS
Education
State University of New York at New Paltz 1977 — 1980
MA, Botany
State University of New York College of Environmental Sciences and Forestry 1974 — 1976
BS, Botany
Syracuse University 1974 — 1976
BS, Botany
Nomura Securities International, Inc. June 2015 - Present
Lord Abbett May 2011 - June 2015
Lord Abbett 2005 - 2011
Mellon Investor Services 2000 - 2005
Skills
Equities, Financial Services, Fixed Income, Securities, Hedge Funds, Portfolio Management, Asset Management, Investments, Mutual Funds, Bloomberg, Relationship Management, Series 7, Management
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
Lincoln Financial Group January 2013 - Present
Lincoln Financial Group December 2011 - December 2012
IBM January 2004 - December 2011
Neoforma October 2003 - January 2004
Mellon Investor Services May 2003 - September 2003
Nortel January 2001 - April 2002
Fujitsu Network Communications May 2000 - December 2000
Dainik Jagran June 1998 - June 1999
Skills
Sun Certified Java..., BIRT, Actuate Report, Oracle, Agile Methodologies, Unix, Web Services, SOA, SQL, Websphere, Java, Solaris, DB2, Shell Scripting, XML, SDLC, Solution Architecture, Requirements Analysis, PL/SQL, Software Project..., Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Phd(Unfinished), Computer Networking
North Carolina State University 1999 — 2001
MSCNE, Computer Networking
Barkatullah Vishwavidyalaya 1996 — 1998
BE, Electircal Engineering
SATI 1996 — 1998
BE, Electrical Engineering
Awadhesh Pratap Singh Vishwavidyalaya 1994 — 1996
B.E., Electrical
St Marys Higher secondary school
Healthfirst February 2014 - Present
NYC Health and Hospitals Corporation October 2013 - February 2014
Affinity Health Plan November 2011 - August 2013
Horizon Blue Cross Blue Shield of New Jersey December 2010 - October 2011
Medco Health Solutions June 2008 - November 2010
Pearson January 2006 - May 2008
Encentuate January 2005 - January 2006
KPMG January 2004 - January 2005
Mellon Investor Services January 2001 - January 2005
Computershare January 1999 - January 2001
Skills
Business Process..., Project Management, Enterprise Software, Management, PMP, IT Management, Change Management, Leadership, Information Technology, SDLC, Vendor Management, Business Analysis, Software Project..., Program Management, SharePoint, Team Leadership, MS Project, Cross-functional Team..., Project Portfolio..., PMO, Business Process, Integration
Education
Fordham University
BS, Computer Science & Marketing
Saint John's University
MBA, Finance
AXS-One 2003 - 2009
Mellon Investor Services June 2002 - March 2004
Restoration By Costikyan April 2001 - June 2002
Education
New Jersey City University 2009 — 2010
Bachelor of Science, Nursing
Netcom Information Technology 2005 — 2006
Certification, Microsoft Certified System Engineer - Security+ in Windows 2003 Server
Rutgers, The State University of New Jersey-Newark 1995 — 2000
Bachelor of Arts, Information Technology
Computershare January 2012 - Present
BNY Mellon May 2000 - January 2012
Mellon Investor Services May 2000 - June 2007
The Bank of New York December 1995 - May 2000
Bankers Trust Company 1988 - 1995
Bankers Trust Company 1988 - 1995
Education
Columbia Business School 1987 — 1988
MBA
Binghamton University 1979 — 1983
BA
Mark My Media January 2011 - January 2014
Mantara August 2009 - January 2011
Matrix USA, LLC March 2008 - April 2009
Mellon Investor Services January 2006 - July 2007
Mellon Investor Services September 2005 - July 2007
E*Trade Financial October 2003 - September 2005
Bank Julius Baer November 1996 - March 2003
Spear Leeds & Kellogg 1993 - 1996
Best Products February 1992 - February 1993
RCG Information Technology November 1990 - February 1992
Skills
Financial Reporting, Treasury Management, Project Management, Transfer Pricing, Wealth Management..., Equities, Financial Analysis, Securities, Investments, Capital Markets, Risk Management, Options, Finance, Asset Management, Bloomberg, Management, Accounting, Equity Trading, Venture Capital, Trading Systems, Hedge Funds, Financial Markets, Financial Modeling, Leadership, Banking, Analytics, Financial Services, Portfolio Management, Process Improvement, Private Equity, Strategic Planning, CRM, Fixed Income, Mergers & Acquisitions, Derivatives, Valuation, Investment Banking, Trading, Series 7, Mutual Funds
Education
IMD (International Institute for Management Development) - Business Programs 2001 — 2001
Post Graduate Certificate
Dowling College 1992 — 1993
M.B.A.
Manhattan College 1985 — 1990
B.S.
Cathedral Prep 1981 — 1985
MedAssets August 2009 - September 2011
Centric June 2007 - November 2008
Corporate Insight November 2002 - February 2005
Mellon Investor Services September 2001 - October 2002
The MONY Group September 2000 - May 2001
Education
State University of New York Maritime College 2011 — 2013
License Graduate
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA, Finance & International Businsess
University of Arizona 2005 — 2005
MBA - Visiting Student
Lafayette College 1997 — 2001
BA, History, Business & Economics
University of Arizona, Eller College of Management
Bank of America April 2010 - Present
Audible Inc November 2008 - November 2009
JPMorgan Chase October 2006 - June 2008
Merrill Lynch April 2005 - September 2006
Goldman Sachs May 2004 - January 2005
Mellon Investor Services December 2001 - April 2004
Education
Massachusetts Institute of Technology 1987 — 1991
PhD, Applied Physics
Tsinghua University 1979 — 1987
BS, MS, Physics
Alfred State College December 2005 - Present
Lehman Brothers April 2004 - July 2005
Mellon Investor Services October 2000 - March 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Research, Public Speaking, Data Analysis, Analysis, Strategic Planning, PowerPoint, Social Media, Teamwork, Higher Education
Education
Alfred University 1996 — 2000
BS, Economics
SUNY Empire State College 2011 — 2017
MBA
Bank of America November 2013 - Present
Computershare January 2012 - October 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services 1998 - June 2007
LBAC September 1997 - October 1998
Education
Fairleigh Dickinson University 2004 — 2009
M.S.MIS, MANAGEMENT INFORMATION SYSTEMS
Fordham University 1988 — 1993
BA, Economics, Business
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
FOJP Service Corporation 2001 - 2008
Mellon Investor Services 1998 - 2001
Insurance Services Office 1986 - 1998
Skills
Project Planning, Project Management, Project Engineering, Management, Change Management, Strategic Planning, Technology, Vendor Management, Software Project..., Risk Management, Insurance, Budget Process, Business Analysis, Disaster Recovery, Cross-functional Team..., Visio, SDLC, Leadership, IT Outsourcing, Program Management, IT Strategy, SQL, Firewalls
Education
Queens College 1964 — 1968
Toys R Us July 2014 - Present
Toys R Us December 2012 - Present
UBS September 2007 - December 2012
CGI-AMS April 2006 - September 2007
Computershare April 2002 - March 2006
Mellon Investor Services 1999 - 2004
Education
Seton Hall University 2002 — 2006
M.S., International Business
Georgia Institute of Technology 1989 — 1994
BS, Business Management
Brooklyn Technical High School
First Impression Notary Services September 2010 - Present
First Impression Notary Service, LLC 2010 - Present
Broadridge March 2011 - June 2012
Computershare March 2001 - December 2009
Computershare 2001 - 2007
Mellon Investor Services 1995 - 2001
Chemical Bank 1981 - 1995
Skills
Financial Services, Management, Securities, Relationship Management, Equities, Banking, Risk Management, Corporate Actions, Strategic Planning, Leadership, Employee Relations, Vendor Management, Business Analysis, Series 24, Process Improvement, Asset Managment, Investments, Customer Service, Change Management, Project Management, Finance, Corporate Governance, Business Process..., Financial Analysis, Operations Management, Employee Recognition, Team Leadership, Program Management, Team Building, Due Diligence, Executive Management, Mergers & Acquisitions, Alternative Investments, Options, Organizational..., Call Center, Investor Relations, Account Management, Series 7, CRM, Capital Markets, Mutual Funds, Series 63, Salesforce.com, Portfolio Management, Fixed Income, SDLC, Analysis, AML, Financial Risk
Education
LIU Brooklyn 1978 — 1981
BS, Business Administration, Concentration in Business Management
Long Island University, Brooklyn Center
Bachelor of Science (B.S.), Business Administration and Finance
Dos Amigas, Inc. 2003 - Present
Dos Amigas, Inc. 2003 - Present
Bodhi Spiritual Center April 2012 - March 2013
Howard Brown Heath Center June 2010 - March 2011
Mellon Investor Services 2002 - 2005
Societe Generale Corporate and Investment Banking - SGCIB 1989 - 2001
Societe Generale Corporate and Investment Banking - SGCIB 1997 - 1999
Societe Generale Corporate and Investment Banking - SGCIB 1995 - 1997
Société Générale 1991 - 1995
Société Générale 1990 - 1991
Skills
Strategic Planning, Change Management, Process Improvement, Nonprofits, New Business Development, Relationship Management, Business Analysis, Portfolio Management, Financial Analysis, Cross-functional Team..., Entrepreneurship, Staff Management, Cash Management, Sales, Management, Finance, Accounting, Budgets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Maketing
University of California, Berkeley
Bachelor's Degree, Economics
New York Society Library August 2015 - Present
New York Society Library December 2011 - August 2015
New York Society Library January 2008 - December 2011
Freddie Mac 2006 - 2008
Mellon Investor Services 2004 - 2006
BCI Systems Inc. 1997 - 2004
The Chase Manhattan Bank 1986 - 1997
Skills
Research, Project Management, Program Management, Strategic Planning, Business Analysis, Microsoft Office, Budgets, PowerPoint, Due Diligence, Change Management, Microsoft Excel, Leadership, Knowledge Management
Education
Pratt Institute 2006 — 2007
MLS, Library Science
New York University - Leonard N. Stern School of Business 1992 — 1997
MBA, International Business/Information Technology
Rutgers University-New Brunswick 1982 — 1986
B.A., Economics/Political Science
PSEG Long Island January 2014 - Present
PSEG Long Island January 2013 - December 2013
PSEG Services Corporation September 2011 - February 2013
Bank of New York Mellon October 2004 - September 2011
Mellon Investor Services May 2000 - October 2004
Lipo Chemicals December 1995 - May 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Internal Controls, Auditing, Risk Management, Strategic Financial..., Financial Reporting, Financial Services, Financial Analysis, Sarbanes-Oxley, Enterprise Risk..., Accounts Payable, Accounting, Finance, Process Improvement, Financial Risk, Due Diligence, IT Audit, Variance Analysis, Financial Accounting, Budgets, Banking, Business Process..., Financial Modeling, Account Reconciliation, Risk Assessment, Forecasting, Invoicing, Fraud, PeopleSoft, Cash Management, Operational Risk, General Ledger, Access, GAAP, Operational Risk..., Tax Preparation, Tax Law, Tax Advisory
Education
University of Phoenix 2009 — 2010
MBA, Management
Rutgers, The State University of New Jersey-Newark 1990 — 1995
Bachelor of Science, Accounting
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
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial July 2011 - August 2015
Mellon Investor Services December 2005 - June 2011
Corporate Employee Financial Services September 2004 - December 2005
UBS Financial Services September 2000 - August 2004
UBS Financial Services Inc September 1998 - September 2000
PaineWebber Inc September 1996 - September 2000
UBS Financial Services Inc September 1996 - September 1998
Skills
Visio, Business Intelligence, Management, Leadership, Testing, Options, SQL, CRM, Networking, Quality Assurance, Technical Support, Analysis, Business Analysis
Education
County College of Morris 1991 — 1993
Degree; A.S, Hotel/Restaurant Management
The Chubb Institute 1990 — 1991
The Chubb Institute
IT Certification, IT
Computershare July 2005 - Present
bny mellon 1999 - 2009
Mellon Investor Services 1999 - 2005
BNY Mellon December 1999 - July 2004
Insurance Services Office January 1997 - December 1999
Insurance Services Office April 1990 - December 1999
Skills
Yellow Belt Six Sigma, Vendor Management, Project Management, Six Sigma, Management, Program Management, Risk Management, Integration, Project Portfolio..., PMP, Business Analysis, Resource Management
Education
New York University 1982 — 1986
Certification, Information Technology
Queensborough Community College 1976 — 1981
Information Technology
GE Capital Retail Bank December 2013 - Present
MetLife May 2011 - Present
MetLife 2005 - April 2011
Mellon Investor Services 2000 - 2004
Salomon Smith Barney 1998 - 1999
KPMG Peat Marwick 1996 - 1998
AT&T 1990 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Financial Reporting, Financial Analysis, Budget Forecasts, Auditing, Project Management, US GAAP, Sarbanes-Oxley, Finance, Analysis, Accounting, General Ledger, Financial Modeling, Internal Audit, Risk Management, Account Reconciliation, Managerial Finance, Forecasting, Hyperion Enterprise, Insurance, Financial Statements, Financial Accounting, Process Improvement, PeopleSoft, Business Process..., Corporate Finance, Essbase, Mergers & Acquisitions, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1995
BA, Accounting
The Shubert Organization July 2015 - Present
Express Scripts Inc May 2004 - January 2015
Medco Health Solutions Inc May 2004 - January 2015
Mellon Stock Transfer Services 1989 - 2001
Bradford Trust 1989 - 2001
Mellon Investor Services 1989 - 2001
Brown Brothers Harriman 1985 - 1989
Skills
SDLC, Visio, Software Project..., Business Requirements, Enterprise Architecture, Requirements Gathering, Business Analysis, Requirements Analysis, Vendor Management, Quality Assurance, SharePoint, Agile Methodologies
Education
Montclair State University 1980 — 1984
BS, Business
Orange & Rockland Utilities 2011 - Present
JZ Client Solutions LLC/Mission Mpower Inc August 2008 - December 2011
UBS Wealth Management October 2007 - August 2008
Mellon Investor Services July 1999 - October 2007
Education
Bryant University 1977 — 1979
Bachelor of Science, Accounting/Finance
Avis Budget Group March 2002 - Present
Mellon Investor Services April 2001 - March 2002
Skills
GAAP, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Journal Entries, Microsoft Office, Accounting, Financial Reporting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Accounts Payable, Account Reconciliation, Financial Modeling, Financial Accounting, General Ledger, Accounts Receivable, Accruals, Financial Statements, Fixed Assets, Variance Analysis
Education
Rider University
Bachelor's Degree, Accounting
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Christie's April 2013 - Present
Barclays Investment Bank October 2011 - March 2013
Rabobank March 2010 - February 2011
UBS Investment Bank July 2009 - March 2010
RBC Capital Markets June 2005 - September 2008
Mellon Investor Services April 2002 - May 2005
Skills
Fixed Income, Derivatives, Financial Modeling, Financial Analysis, Equities, Workday, PeopleSoft, Lumesse, SAP BW, Cartesis, Cornerstone, Metrics Reporting, Project Management, Financial Reporting, Talent Reporting, System Integration..., Attrition, SharePoint, Headcount reporting, Pipeline Management, Gender Analysis, MIS, Data Quality, Bloomberg, Finance
Education
New York University 2008 — 2008
Accounting
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
BS, Biology
BNY Mellon Shareowner Services December 2006 - December 2009
ACS May 2005 - May 2006
Mellon Investor Services 2004 - 2005
Mellon Investor Services July 1998 - 2004
Mellon Investor Services 2003 - 2003
Mellon Investor Services September 1995 - July 1998
Education
Thomas Edison State College 2006 — 2007
Business
New Jersey Institute of Technology 1989 — 1993
MIS
American Stock Transfer & Trust Company, LLC October 2011 - Present
Laurel Hill Adviisory Group September 2009 - September 2011
Computershare April 2005 - September 2008
Mellon Investor Services October 1995 - April 2005
Skills
Securities, Risk Management, Relationship Management, Portfolio Management, Mutual Funds, Mergers, Investments, Banking, Corporate Finance, Equities, Finance, Financial Services
Education
Dowling College 1988 — 1990
BBA, Management
Wantagh High School 1985 — 1985
UBS Wealth Management October 2005 - Present
UBS Financial Services October 2005 - August 2008
UBS 2005 - 2008
Mellon Financial 1995 - 2005
Mellon Investor Services 1993 - 2005
BNY Mellon 1993 - 2005
BNY Mellon Shareowner Services 1993 - 2005
Skills
Microsoft Excel, Operations Management, Training, Equities, Project Management, CRM, Team Building, Process Improvement, Securities, Financial Services, Sales, Banking, Risk Management, Financial Risk
Education
Bergen Community College 1985 — 1989
Business Administration
Pershing LLC September 2005 - Present
Self Employed September 2003 - September 2005
Mellon Investor Services September 2002 - September 2003
Dreyfus Brokerage Services, a division of Mellon Financial 1998 - 2002
Dreyfus Service Corporation, a division of Mellon Financial 1997 - 1998
Dreyfus Lion Account, a division of Mellon Financial 1995 - 1997
Skills
Management, Business Development, Analysis, Mutual Funds, Series 7, Strategic Planning, Financial Services, Broker-Dealer, Relationship Management, Key Account Management, Solution Selling, Solution Implementation, Problem Solving, Securities, Retirement Planning, Retirement, Financial Advisory, Series 63, Trading
Education
State University of New York College at Old Westbury
Marketing/Marketing Management
WTS Proprietary Trading Group, LLC November 2009 - Present
Bank of New York Mellon August 1999 - December 2008
BNY MELLON SECURITIES August 1999 - December 2008
Mellon Investor Services February 1997 - August 1999
Mellon Investor Services February 1997 - August 1999
Mellon Investor Services December 1995 - January 1997
CHASEMELLON SHAREHOLDER SERVICES December 1995 - January 1997
Education
Howard University 1989 — 1990
AXA-Equitable March 2013 - Present
AXA Equitable May 2008 - March 2013
Mellon Investor Services 1998 - 2005
Oxford Health Plans 1995 - 1998
Skills
Performance Management, Employee Relations, Talent Management, Leadership Development, Succession Planning, Project Management, Community Outreach, Cross-functional Team..., Technical Writing, Team Management, Organizational..., Leadership, Training Delivery, Employee Training, Training, Vendor Management, Management, Process Improvement, Financial Services
Education
Manhattanville College 2010 — 2013
Master of Science, Organizational Management & HR Development
SUNY New Paltz
Bachelor of Arts (B.A.), Music History & Literature
UNIQLO January 2013 - Present
Richard Mishaan Design January 2010 - May 2012
Green Map System May 2008 - August 2008
Steelcase February 2005 - July 2007
Mellon Investor Services 2001 - 2003
Skills
Drawing, 3D rendering, Fabric Selection, Art Direction, Illustrator, Adobe Creative Suite, Graphic Design, Photoshop, Layout, Branding & Identity, Graphics, InDesign, Photography, Illustration, Logo Design, Creative Direction, Typography, Packaging, Adobe Acrobat, Concept Design, Furniture, Mac, Textiles
Education
Parsons School of Design 2007 — 2009
AAS, Graphic Design
Montclair State University 1998 — 2001
BA, Speech Communication
MUFG Union Bank, N.A. April 2008 - Present
Conejo Free Clinic September 2014 - June 2015
Simi Valley Education Foundation June 2008 - June 2014
Simi Valley Chamber of Commerce 2012 - 2013
Citibank August 2001 - July 2007
Mellon Investor Services 1999 - 2001
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Branch Management, Loans, Commercial Banking, Relationship Management, Leadership, Coaching, Retail Banking, Team Building, Small Business, Sales Management, Nonprofits, Mortgage Lending, Loan Origination, Lines Of Credit, Finance, Credit Analysis, Credit, Banking
Education
California State University-Northridge 1991 — 1995
BS, Business & Marketing
Verizon Wireless Business Intelligence Professional in the NYC areaSirius XM Radio, IncAugust 2010 - December 2010
Allen & Co May 2010 - July 2010
American Broadcasting Companies July 2002 - February 2010
ABC / Disney July 2002 - February 2010
Disney ABC Television Group - NY 2002 - 2010
M&M Mars July 2001 - March 2002
M&M Mars July 2001 - March 2002
Mellon Investor Services July 2000 - June 2001
Mellon Investor Services July 2000 - June 2001
Equiserve - Employee August 1997 - July 2000
Education
University at Buffalo 1975 — 1979
BS, Accounting
State University, Buffalo
B.S, Accounting
Arrow Electronics May 2014 - Present
Arrow Electronics May 2011 - April 2014
Stock and Option Solutions January 2011 - April 2011
Tyco International September 2005 - November 2010
Mellon Investor Services May 1997 - August 2005
KeyBank 1987 - 1997
Skills
Executive Compensation, Equity Compensation, Deferred Compensation, Incentive Programs, Restricted Stock, Options, Executive Pay, Mergers & Acquisitions, Equities, Leadership, Employee Benefits, Human Resources, Cross-functional Team..., Management, Program Management
Education
Baldwin Wallace University 1983 — 1987
Bachelor of Arts, Business Administration
ALMA BANK February 2013 - November 2013
Chase Bank June 2010 - December 2012
Danziger & Markhoff LLP 2008 - 2010
Cole, Schotz, Meisel, Forman & Leonard, P.A. June 2006 - July 2008
Bank of America January 2005 - June 2006
UBS September 2001 - October 2004
Mellon Investor Services May 1998 - January 2001
Fleet Bank December 1994 - January 1997
Citibank June 1993 - November 1994
Skills
Wealth Management, Investments
Education
New York University
BS, Finance/Marketing
Bank of New York Mellon 2004 - 2010
Mellon Investor Services 2002 - 2004
STAPLES NATIONAL ADVANTAGE January 2000 - January 2002
SHOPRITE INSERRA SUPERMARKETS INC January 1997 - January 2000
Education
Bergen Community College
Liberal Arts
Cliffside Park High School
Mellon Investor Services February 2000 - February 2002
Education
Pace University-Pleasantville/Briarcliff Campus 2002 — 2004
MST, Education
Philadelphia University 1995 — 1999
BS, Finance & Accounting
George Washington University July 2013 - Present
University of Pennsylvania September 2011 - June 2013
Inform Technologies May 2008 - June 2011
Nerac March 2005 - January 2008
Mellon Investor Services January 2003 - March 2005
DirectAdvice, Inc. April 1999 - October 2003
Education
Pratt Institute 2008 — 2011
MLIS, Library and Information Science
Trinity College-Hartford 2001 — 2005
BS, Neuroscience
Mellon Investor Services September 2008 - Present
Skills
Financial Services, Equities, Banking, Securities, Relationship Management, Risk Management, Fixed Income, Mutual Funds, Investments, Management
Education
Robert Morris University 1989 — 1992
Certificate, Accounting
Robert Morris University 1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Hilton Garden Inn 2009 - 2010
BNY Mellon 2004 - 2009
Mellon Investor Services February 2005 - July 2006
Summerfield Suites by Wyndham 2002 - 2004
Skills
Securities, Employee Relations, Quality Assurance, Human Resources, Sales, Customer Service, Investments, Accounting, Financial Analysis, Risk Management, Banking, Management, Fundraising
Education
Syracuse University
American Stock Transfer & Trust Company, LLC July 2014 - Present
Computershare - Formerly Bank of New York Mellon Shareowner Services July 2005 - June 2013
Mellon Investor Services 2002 - 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Banking, Business Analysis, Relationship Management, Financial Services, Equities, Risk Management, Securities, Investments, Process Improvement, Finance
Education
Bergen Community College
Business Management
Bergen Community College - Business Management Courses
Kohl Asset Management November 2007 - September 2011
GAF December 2005 - October 2007
GAF July 2006 - September 2006
Mellon Investor Services November 2002 - December 2005
Source One Communications August 1998 - May 2002
Skills
Fast Leaner, People-oriented, Positive Team Player, Challenge Driven, Multitasking Skills, Communication Skills, Good listner, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, PeopleSoft, Flexibility to handle..., Motivated self-starter
Education
Berkeley College
Bachelor of Science, Business Management
Berkeley College
Associate, Business Accounting; Business Administration-Accounting
Wall Street Access March 2006 - June 2011
Tullett Prebon 2004 - 2005
Mellon Investor Services September 2001 - December 2003
Gruntal and Co. June 1990 - July 2001
KPMG September 1987 - June 1990
Skills
Series 63, Series 7, CDO, Fixed Income, Trading Strategies, Trading, Bonds, Hedge Funds, Financial Services, Securities, Options, Bloomberg, Capital Markets, Equities, Settlement, Derivatives, Electronic Trading, Financial Markets, FINRA, Alternative Investments, Mutual Funds, Bloomberg Terminal, Investments, Asset Management, ETFs, Trading Systems, Hedging, Portfolio Management, Investment Management, Equity Research, Wealth Management, Investment Banking, Asset Allocation, Structured Products, Financial Modeling, Risk Management, Valuation, Series 24, Financial Risk, Investment Strategies, Equity Trading, FX Options, Credit Derivatives, Swaps, Institutional..., Private Equity, Equity Derivatives, CDS, Finance, Management
Education
Fairfield University 1983 — 1987
Bachelor Science, Accounting
Monsignor Farrell H.S.
Cornerstone Relocation Group 2012 - Present
Long HIll Township Library 2012 - Present
Long Hill Senior Center 2007 - 2012
Mellon Investor Services 1999 - 2001
Bankers Trust 1987 - 1999
Education
Fordham University 1980 — 1984
Bachelor of Science, Business Adminstration
Multifamily Management Inc. March 2013 - Present
Hyman Beck and Co March 2005 - March 2012
Mellon Investor Services January 2004 - March 2005
Mellon Investor Services August 2001 - January 2004
Skills
Outlook, QuickBooks, Analysis, Word, Excel, PowerPoint, OneSite
Education
Fairleigh Dickinson University 1997 — 2001
Degree: BS, Finance
The Frisch School 1997 — 2001
Ferraro Foods July 2002 - February 2014
Mellon Investor Services May 1995 - June 2002
Skills
Food Industry, Income Statement, Food Service, Purchasing, P&L, Accounts Payable, Invoicing, Accounting, Analysis, Software Documentation, Cash Management, Accruals, Balance, Tax, Payroll, Account Reconciliation
Education
Dover Business College 1994 — 1995
Accounting
Computershare 2012 - 2012
BNY Mellon July 2007 - December 2011
Mellon Investor Services 2001 - 2007
Mellon Investor Services 1998 - 2000
Skills
Salesforce Administrator, CRM, Project Management, Sales & Marketing..., Microsoft Excel, Microsoft Access, PowerPoint, Microsoft Word
Education
Long Island University, C.W. Post Campus
Master of Public Administration (MPA), Public Administration
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Public Administration
T-Mobile November 2014 - Present
T-Mobile USA June 2010 - November 2014
Verizon Wireless October 2003 - April 2010
AT&T Wireless May 2003 - October 2003
Mellon Investor Services June 1999 - December 2001
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelor of Arts (BA), Economics
UniTek Global Services September 2013 - Present
UniTek Global Services January 2009 - September 2013
UniTek Global Services May 2008 - January 2009
Mellon Investor Services November 2005 - November 2006
Skills
Contractor Management, Document Review, Great communications..., Highly detail oriented, Contract Requirements, Compliance, Licensing
Education
Montclair State University 2001 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Clarfield, Okon, Salomone, & Pincus, P.L. September 2013 - Present
Stein, Wiener, & Roth, LLC March 2012 - September 2013
A&J Process Service, LLC 2008 - February 2012
Mellon Investor Services November 2006 - August 2008
JPMorgan Chase 1982 - 2006
Skills
Civil Litigation, Microsoft Excel, Westlaw, Legal Research, Legal Writing, Notary Public, Document Review, Legal Assistance, Litigation, Courts, Mediation, Criminal Law, Microsoft Word, PowerPoint, Real Estate, Customer Service, Pleadings, Microsoft Office, Financial Analysis, Lexix, LPS, Vendorscape, Tracers, General Ledger, Financial Risk, Foreclosures, Internal Audit
Education
Briarcliffe College
Associate of Science (A.S.), Legal Assistant/Paralegal
Suny Farmingdale
Associate of Science (A.S.), Business Administration, Management and Operations
Computershare January 2012 - June 2013
Computershare July 1988 - June 2013
BNY Mellon July 2007 - December 2011
Mellon Investor Services December 2000 - June 2007
Chase Mellon Shareholder Services (CMSS) April 1996 - November 2000
Chemical Mellon Shareholder Services (CMSS) May 1995 - March 1996
Chemical Bank July 1992 - April 1995
Manufacturers Hanover Trust July 1988 - June 1992
Manufacturers Hanover October 1986 - July 1988
Gutman & Mintz 1985 - 1986
Skills
Microsoft Excel, Enterprise Vault, Research, Data Reconciliation, G/L Analysis, Outlook, Corporate Actions, Data Entry, Inventory Control, Management, Time Management, Access, Stocks, Software Documentation, Order From Chaos, MS Excel Pivot Tables, Data Import/export, Share Reconcilement, Fund Reconcilement, Production Reporting, Proactive self-starter, Problem Solving, Learning Quickly, Trading, Product Cost Analysis, LinkedIn, Twitter, Internet, iPhone, Google Search, Creative Writing, Proofreading, Fiction Writing, Crosswords, Microsoft Outlook, cryptograms, cryptoquizes, Customer Service
Education
Fordham University
Business Administration - Accounting - 80 Credits Toward BA
HIgh School of Graphic Communication Arts
Journalism
New York School of Printing
Journalism