Mellon Private Asset Management
Industry: Company
DescriptionParent organization: The Bank of New York Mellon Subsidiary: Mellon Private Asset Management FL
Mellon Private Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mellon Private Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Mellon Private Asset Management Salaries. You can even request information on how much does Mellon Private Asset Management pay if you want to. Learn about salaries, pros and cons of working for Mellon Private Asset Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
20 Mellon Private Asset Management employees in database. Find out everything there's to know about Mellon Private Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Mellon Private Asset Management Employees
Employee
Years
Job
Industry
Bridget Boyd, CTFA Bridget Boyd, CTFA's Mellon Private Asset Management Experience July 1996 - March 2001
Job Senior Vice President & Senior Trust Officer at Citi Trust
Industry Banking
Experience
Citi Trust May 2015 - Present
First Republic Trust Company of Delaware LLC July 2014 - May 2015
Sun Trust Delaware Trust Company November 2011 - July 2014
Citigroup Trust May 2006 - November 2011
Christiana Bank & Trust Company July 2003 - May 2006
The Capital Trust Company of Delaware March 2001 - August 2003
Mellon Private Asset Management July 1996 - March 2001
EDS Corporation September 1995 - July 1996
Meridian Trust Company December 1992 - July 1995
Skills
Trust Services, Financial Planners, Estate Planning, High Net Worth..., Portfolio Management, Asset Allocation, Banking, Private Banking, Asset Management, Securities, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Advisory, Mutual Funds, Financial Services, Series 7
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Business Administration
Millersville University of Pennsylvania 1990 — 1992
BS, Business Administration
Cannon Trust School 2002 — 2004
CTFA, Certified Trust and Financial Advisor Designation
Citi Trust May 2015 - Present
First Republic Trust Company of Delaware LLC July 2014 - May 2015
Sun Trust Delaware Trust Company November 2011 - July 2014
Citigroup Trust May 2006 - November 2011
Christiana Bank & Trust Company July 2003 - May 2006
The Capital Trust Company of Delaware March 2001 - August 2003
Mellon Private Asset Management July 1996 - March 2001
EDS Corporation September 1995 - July 1996
Meridian Trust Company December 1992 - July 1995
Skills
Trust Services, Financial Planners, Estate Planning, High Net Worth..., Portfolio Management, Asset Allocation, Banking, Private Banking, Asset Management, Securities, Strategic Financial..., Investment Advisory, Retirement Planning, Financial Advisory, Mutual Funds, Financial Services, Series 7
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Business Administration
Millersville University of Pennsylvania 1990 — 1992
BS, Business Administration
Cannon Trust School 2002 — 2004
CTFA, Certified Trust and Financial Advisor Designation
Tom Tenney, CFA, CFP® Tom Tenney, CFA, CFP®'s Mellon Private Asset Management Experience December 1996 - July 1997
Job Account Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. October 2007 - Present
SDV LLC February 2006 - August 2007
Cornerstone Trading LLC July 2000 - January 2006
Cornerstone 2000 - 2006
Bank of Hawaii July 1997 - August 1998
Mellon Private Asset Management December 1996 - July 1997
Education
Hawaii Pacific University 1989 — 1995
MBA, Finance
UBS Financial Services, Inc. October 2007 - Present
SDV LLC February 2006 - August 2007
Cornerstone Trading LLC July 2000 - January 2006
Cornerstone 2000 - 2006
Bank of Hawaii July 1997 - August 1998
Mellon Private Asset Management December 1996 - July 1997
Education
Hawaii Pacific University 1989 — 1995
MBA, Finance
Cynthia Lucas Cynthia Lucas's Mellon Private Asset Management Experience January 1996 - August 1998
Job Senior Service Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America February 2003 - Present
Olmstead Associates September 1998 - January 2003
Mellon Private Asset Management January 1996 - August 1998
Skills
Banking, Fixed Income, Project Management, Business Analysis, Vendor Management, IT Strategy, Portfolio Management, Project Portfolio..., Management
Education
UMass Boston 1998 — 2000
BS Management, Management Science & Information Systems
New England School of Banking 1994 — 1995
Trust Certification
Bank of America February 2003 - Present
Olmstead Associates September 1998 - January 2003
Mellon Private Asset Management January 1996 - August 1998
Skills
Banking, Fixed Income, Project Management, Business Analysis, Vendor Management, IT Strategy, Portfolio Management, Project Portfolio..., Management
Education
UMass Boston 1998 — 2000
BS Management, Management Science & Information Systems
New England School of Banking 1994 — 1995
Trust Certification
Anthony Robello Anthony Robello's Mellon Private Asset Management Experience April 1995 - April 2000
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Parallel Advisors December 2013 - November 2014
Sterne Agee January 2012 - December 2013
Meridian Commercial March 2010 - December 2010
Cassidy Turley July 2008 - June 2010
Northern Trust April 2000 - August 2003
Mellon Private Asset Management April 1995 - April 2000
Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth
Education
San Francisco State University
Bachelor of Science, Finance
Marin Catholic High School 1980 — 1984
Fidelity Investments May 2015 - Present
Parallel Advisors December 2013 - November 2014
Sterne Agee January 2012 - December 2013
Meridian Commercial March 2010 - December 2010
Cassidy Turley July 2008 - June 2010
Northern Trust April 2000 - August 2003
Mellon Private Asset Management April 1995 - April 2000
Skills
Investments, Portfolio Management, Client Service, Asset Management, Equities, Wealth Management, Valuation, Asset Allocation, Alternative Investments, Brokerage, Investment Advisory, Series 7, Investment Management, Private Equity, Real Estate Economics, Fixed Income, Asset Managment, Mutual Funds, Finance, Estate Planning, Retirement Planning, Financial Services, Small Business, Strategic Financial..., Wealth
Education
San Francisco State University
Bachelor of Science, Finance
Marin Catholic High School 1980 — 1984
Anne Kelligrew St.Clair, CIMA Anne Kelligrew St.Clair, CIMA's Mellon Private Asset Management Experience 1996 - 1997
Job Senior Vice President and Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Wells Fargo July 2013 - Present
Community Hope September 2010 - Present
US Trust, Bank of America Private Wealth Management February 2003 - June 2013
Banc of America Securities August 2001 - January 2003
NationsBanc Montgomery Securities (BofA) June 1998 - June 1999
Lehman Brothers April 1997 - June 1998
Mellon Private Asset Management 1996 - 1997
Smith Barney 1994 - 1995
Education
Tulane University 1999 — 2001
MBA, Finance and Management
University of Colorado Boulder 1990 — 1994
BS, Marketing
Summit High School
Adelina Kieffer Adelina Kieffer's Mellon Private Asset Management Experience 1999 - 2002
Job Sr. Vice President, Wealth Management Division at The Bryn Mawr Trust Co.
Industry Financial Services
Experience
Wealth Management Division at The Bryn Mawr Trust Company April 2015 - Present
ParenteBeard Wealth Management LLC 2013 - 2014
AXA Equitable 2007 - 2013
Nationwide Trust Co. 2002 - 2007
Mellon Private Asset Management 1999 - 2002
Society of Financial Service Professionals 1991 - 1999
Skills
Estate Planning, Wealth Management, Insurance, Retirement Planning, Financial Services, Retirement, Life Insurance, Finance, Financial Advisory, Succession Planning, Trusts, Investments, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., 401k, Investment Advisory, Series 63, Financial Planners, IRAs, Wealth, FINRA, Series 6, Long-term Care, Asset Allocation, Wealth Management..., Disability Insurance, Financial Planning
Education
Villanova Law School
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.)
Drexel University
Bachelor of Science (B.S.), Business Administration
Wealth Management Division at The Bryn Mawr Trust Company April 2015 - Present
ParenteBeard Wealth Management LLC 2013 - 2014
AXA Equitable 2007 - 2013
Nationwide Trust Co. 2002 - 2007
Mellon Private Asset Management 1999 - 2002
Society of Financial Service Professionals 1991 - 1999
Skills
Estate Planning, Wealth Management, Insurance, Retirement Planning, Financial Services, Retirement, Life Insurance, Finance, Financial Advisory, Succession Planning, Trusts, Investments, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., 401k, Investment Advisory, Series 63, Financial Planners, IRAs, Wealth, FINRA, Series 6, Long-term Care, Asset Allocation, Wealth Management..., Disability Insurance, Financial Planning
Education
Villanova Law School
Master of Laws (LL.M.), Taxation
Temple University - James E. Beasley School of Law
Doctor of Law (J.D.)
Drexel University
Bachelor of Science (B.S.), Business Administration
John O'Reilly, CFA John O'Reilly, CFA's Mellon Private Asset Management Experience July 2000 - June 2001
Job Portfolio Manager at Congress Asset Management
Industry Investment Management
Experience
Congress Asset Management June 2001 - Present
Mellon Private Asset Management July 2000 - June 2001
State Street Bank March 1991 - July 2000
Skills
Asset Management, Investments, Investment Advisory, Equity Research, Investment Strategies, Wealth Management, Separately Managed..., Trading, Securities, Institutional..., Fund Of Funds, Capital Markets, Equities, Portfolio Management
Education
Providence College 1982 — 1986
Bachelor of Arts (BA), History
Bryant University 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
Congress Asset Management June 2001 - Present
Mellon Private Asset Management July 2000 - June 2001
State Street Bank March 1991 - July 2000
Skills
Asset Management, Investments, Investment Advisory, Equity Research, Investment Strategies, Wealth Management, Separately Managed..., Trading, Securities, Institutional..., Fund Of Funds, Capital Markets, Equities, Portfolio Management
Education
Providence College 1982 — 1986
Bachelor of Arts (BA), History
Bryant University 1988 — 1992
Master of Business Administration (M.B.A.), Finance, General
Jeanne Powers Jeanne Powers's Mellon Private Asset Management Experience January 2000 - October 2001
Job Benefits Administrator at H&W Fund, IUOE Local 877
Industry Human Resources
Experience
H&W Trust Fund IUOE Local 877 February 2014 - Present
First Financial Trust, N.A. January 2010 - April 2013
First Financial Trust, N.A. October 2008 - January 2010
Congress Trust, N.A. July 2003 - September 2008
Mellon Private Asset Management January 2000 - October 2001
Ropes & Gray May 1986 - January 2000
Skills
Customer Service, Investments, Mutual Funds, Wealth Management..., Wealth Management, Asset Management, Credit, Risk Management, Vendor Management, Asset Managment, Relationship Management, Financial Services, Equities, Portfolio Management, Series 7, Banking, Securities
Education
University of Massachusetts Boston 1995 — 1997
Sociology
Northeastern University 1983 — 1987
Business Administration, Sociology
Quincy College 1977 — 1979
A.S., Business Administration
H&W Trust Fund IUOE Local 877 February 2014 - Present
First Financial Trust, N.A. January 2010 - April 2013
First Financial Trust, N.A. October 2008 - January 2010
Congress Trust, N.A. July 2003 - September 2008
Mellon Private Asset Management January 2000 - October 2001
Ropes & Gray May 1986 - January 2000
Skills
Customer Service, Investments, Mutual Funds, Wealth Management..., Wealth Management, Asset Management, Credit, Risk Management, Vendor Management, Asset Managment, Relationship Management, Financial Services, Equities, Portfolio Management, Series 7, Banking, Securities
Education
University of Massachusetts Boston 1995 — 1997
Sociology
Northeastern University 1983 — 1987
Business Administration, Sociology
Quincy College 1977 — 1979
A.S., Business Administration
Todd Rustman, CFA, CFP, CLU's Mellon Private Asset Management Experience 1996 - 2000
Job Managing Director at Clarity Capital Partners
Industry Financial Services
Experience
Clarity Capital Partners June 2011 - Present
AssetProtectionSociety.org 2007 - Present
Gen-Next (www.gen-next.org) June 2004 - Present
GRCAM September 2000 - Present
Levendi Estates Winery January 2000 - Present
The Settlement Masters January 2009 - June 2010
Spectrum Tan March 2005 - May 2007
Kayne Anderson 1999 - 2000
mellon private asset management 1996 - 2000
Skills
Wealth Management, Long Term Care, Annuities, Insurance, Risk Management, Asset Protection, Wealth, Life Settlements, Wine, Retirement Planning, Estate Planning, Financial Planning, Investments, Retirement, Asset Management, Alternative Investments, Portfolio Management, Strategic Planning, Business Strategy, Securities, Asset Allocation, Small Business, Business Planning, Management Consulting, Mutual Funds, Succession Planning, Financial Analysis, Series 7, Public Speaking, Equities, Disability Insurance, 401k, Financial Advisory, Entrepreneur, Venture Capital, Strategic Financial..., Finance, Investment Management, Entrepreneurship, Fixed Annuities, Strategy, Management, Long-term Care, Mergers & Acquisitions, Leadership, Due Diligence, Business Development, Business, Start-ups, Marketing
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business, emphasis Finance
Pepperdine University 1988 — 1992
BS, Management
DeSmet Jesuit High School 1984 — 1988
General education, Business Administration and Management, General
Clarity Capital Partners June 2011 - Present
AssetProtectionSociety.org 2007 - Present
Gen-Next (www.gen-next.org) June 2004 - Present
GRCAM September 2000 - Present
Levendi Estates Winery January 2000 - Present
The Settlement Masters January 2009 - June 2010
Spectrum Tan March 2005 - May 2007
Kayne Anderson 1999 - 2000
mellon private asset management 1996 - 2000
Skills
Wealth Management, Long Term Care, Annuities, Insurance, Risk Management, Asset Protection, Wealth, Life Settlements, Wine, Retirement Planning, Estate Planning, Financial Planning, Investments, Retirement, Asset Management, Alternative Investments, Portfolio Management, Strategic Planning, Business Strategy, Securities, Asset Allocation, Small Business, Business Planning, Management Consulting, Mutual Funds, Succession Planning, Financial Analysis, Series 7, Public Speaking, Equities, Disability Insurance, 401k, Financial Advisory, Entrepreneur, Venture Capital, Strategic Financial..., Finance, Investment Management, Entrepreneurship, Fixed Annuities, Strategy, Management, Long-term Care, Mergers & Acquisitions, Leadership, Due Diligence, Business Development, Business, Start-ups, Marketing
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business, emphasis Finance
Pepperdine University 1988 — 1992
BS, Management
DeSmet Jesuit High School 1984 — 1988
General education, Business Administration and Management, General
Jack Yates's Mellon Private Asset Management Experience 1990 - 1994
Job President & COO at Carlino Capital Management
Industry Investment Management
Experience
Carlino Capital Management November 2007 - Present
Aegis Investment Advisors November 2006 - November 2007
Pitcairn Financial Group September 1994 - November 2006
Mellon Private Asset Management 1990 - 1994
Mellon Bank (Commonwealth Region) July 1987 - January 1990
Mellon Bank NA June 1985 - June 1987
Mellon Bank (Central Region) September 1980 - June 1985
Skills
Investments, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Private Equity, Venture Capital, Portfolio Management, Equities, Strategic Financial..., Mutual Funds
Education
Fairleigh Dickinson University 1975 — 1979
MBA, Finance, Economics
Rider University 1968 — 1972
BS Commerce, Finance
Carlino Capital Management November 2007 - Present
Aegis Investment Advisors November 2006 - November 2007
Pitcairn Financial Group September 1994 - November 2006
Mellon Private Asset Management 1990 - 1994
Mellon Bank (Commonwealth Region) July 1987 - January 1990
Mellon Bank NA June 1985 - June 1987
Mellon Bank (Central Region) September 1980 - June 1985
Skills
Investments, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Wealth Management, Investment Advisory, Investment Strategies, Private Equity, Venture Capital, Portfolio Management, Equities, Strategic Financial..., Mutual Funds
Education
Fairleigh Dickinson University 1975 — 1979
MBA, Finance, Economics
Rider University 1968 — 1972
BS Commerce, Finance
Mick Kuberka's Mellon Private Asset Management Experience 2001 - 2001
Job Registered Paraplanner at Ogorek Wealth Management
Industry Financial Services
Experience
Ogorek Wealth Management October 2007 - Present
Hilbert College September 2003 - July 2010
United Parcel Service November 2004 - September 2007
Maximum Equities, Inc. February 2003 - April 2006
Mellon Private Asset Management 2001 - 2001
Education
Lafayette College 1998 — 2002
Bachelor of Arts, Economics and Business
Ogorek Wealth Management October 2007 - Present
Hilbert College September 2003 - July 2010
United Parcel Service November 2004 - September 2007
Maximum Equities, Inc. February 2003 - April 2006
Mellon Private Asset Management 2001 - 2001
Education
Lafayette College 1998 — 2002
Bachelor of Arts, Economics and Business
Ari Magnusson's Mellon Private Asset Management Experience 1998 - 1999
Job Program Manager Consultant at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments February 2012 - Present
Fidelity Investments May 2011 - February 2012
Fidelity Investments 2009 - 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2002
Mellon Private Asset Management 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Agile Methodologies, Business Analysis, Enterprise Software, Management, Process Improvement, Program Management, Project Management, SDLC, Software Documentation, Strategy, Vendor Management
Education
Dickinson College 1988 — 1992
Bachelor of Arts, History, Music
Fidelity Investments February 2012 - Present
Fidelity Investments May 2011 - February 2012
Fidelity Investments 2009 - 2011
Fidelity Investments March 2008 - December 2009
Fidelity Investments 2006 - 2007
Fidelity Investments 2003 - 2006
Fidelity Investments 1999 - 2002
Mellon Private Asset Management 1998 - 1999
Fidelity Investments 1996 - 1998
Skills
Agile Methodologies, Business Analysis, Enterprise Software, Management, Process Improvement, Program Management, Project Management, SDLC, Software Documentation, Strategy, Vendor Management
Education
Dickinson College 1988 — 1992
Bachelor of Arts, History, Music
Kate Kennedy, CFP's Mellon Private Asset Management Experience 1997 - 2000
Job Managing Director at Seaward Management LP
Industry Investment Management
Experience
Seaward Management LP January 2014 - Present
Seaward Management LP January 2012 - Present
Seaward Management Corp March 2000 - 2012
Mellon Private Asset Management 1997 - 2000
Skills
Certified Financial..., Investment Management, Series 65
Education
Boston University 2012 — 2013
Certificate in Financial Planning
New England School of Banking at Williams College 1998 — 1999
Trust and Estate studies
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Seaward Management LP January 2014 - Present
Seaward Management LP January 2012 - Present
Seaward Management Corp March 2000 - 2012
Mellon Private Asset Management 1997 - 2000
Skills
Certified Financial..., Investment Management, Series 65
Education
Boston University 2012 — 2013
Certificate in Financial Planning
New England School of Banking at Williams College 1998 — 1999
Trust and Estate studies
Boston College 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Bradley Wilds's Mellon Private Asset Management Experience 1998 - 2002
Job Principal / Investment Analyst at Trilogy Global Advisors
Industry Investment Management
Experience
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Trilogy Global Advisors January 2004 - Present
Citibank Asset Management 2002 - 2004
Mellon Private Asset Management 1998 - 2002
Lehman Brothers 1997 - 1998
Bessemer Trust Company 1984 - 1997
Skills
Financial Modeling, Financial Analysis, Equity Research, Equities, Equity Valuation, Valuation, Asset Management, Portfolio Management, Investments, Emerging Markets
Education
The University of Connecticut
ABA Graduate Trust School at Northwestern University
Clinton Pelfrey's Mellon Private Asset Management Experience 1993 - 1995
Job President & Chief Investment Officer & CCO | Partner Prosperity Capital Advisor
Industry Investment Management
Experience
Prosperity Capital Advisors May 2011 - Present
C2P Advisory Group May 2011 - Present
Huntington National Bank July 2007 - May 2011
Sky Trust, N.A. January 2000 - July 2007
Mahoning National Bank October 1995 - January 2000
Mellon Private Asset Management 1993 - 1995
PNC Bank 1989 - 1993
Skills
Portfolio Management, Banking, Asset Managment, Treasury Management, Wealth Management, Equities, Asset Allocation, Investments, Mutual Funds, Fixed Income, Fixed Annuities, Investment Advisory, Investment Management, Finance, Asset Management, Strategic Financial..., Securities, Investment Strategies, Alternative Investments, Retirement Planning, 401k, IRAs, Financial Advisory, Retirement
Education
Widener University - Graduate School of Business 1990 — 1993
MBA, Economics
The Ohio State University 1984 — 1988
BSBA, Finance
Prosperity Capital Advisors May 2011 - Present
C2P Advisory Group May 2011 - Present
Huntington National Bank July 2007 - May 2011
Sky Trust, N.A. January 2000 - July 2007
Mahoning National Bank October 1995 - January 2000
Mellon Private Asset Management 1993 - 1995
PNC Bank 1989 - 1993
Skills
Portfolio Management, Banking, Asset Managment, Treasury Management, Wealth Management, Equities, Asset Allocation, Investments, Mutual Funds, Fixed Income, Fixed Annuities, Investment Advisory, Investment Management, Finance, Asset Management, Strategic Financial..., Securities, Investment Strategies, Alternative Investments, Retirement Planning, 401k, IRAs, Financial Advisory, Retirement
Education
Widener University - Graduate School of Business 1990 — 1993
MBA, Economics
The Ohio State University 1984 — 1988
BSBA, Finance
Derek Krull's Mellon Private Asset Management Experience August 1999 - January 2002
Job Manager Catering & Special Events at 20th Century Fox Studios
Industry Events Services
Experience
20th Century Fox Film July 2015 - Present
MPTF (Motion Picture & Television Fund) May 2004 - July 2015
Saks Fifth Avenue June 2003 - April 2004
Bergdorf Goodman February 2002 - February 2003
MELLON PRIVATE ASSET MANAGEMENT August 1999 - January 2002
Skills
Event Management, Fundraising, Marketing, Television, Strategy, Sponsorship, Event Planning, Nonprofits, Social Media, Public Relations, Entertainment, Volunteer Management, Public Speaking, Social Media Marketing, Blogging, Special Events..., Contract Adminstration, Marketing Strategy, Management, Strategic Alliances, Community Development, Social Networking, Film, New Media, Facebook, Marketing Communications, Digital Marketing, Theatre, Fashion
Education
Marymount University 1992 — 1996
BA, Fashion Merchandising and Design
South Kent School 1990 — 1992
High School, High School/Secondary Diplomas and Certificates
20th Century Fox Film July 2015 - Present
MPTF (Motion Picture & Television Fund) May 2004 - July 2015
Saks Fifth Avenue June 2003 - April 2004
Bergdorf Goodman February 2002 - February 2003
MELLON PRIVATE ASSET MANAGEMENT August 1999 - January 2002
Skills
Event Management, Fundraising, Marketing, Television, Strategy, Sponsorship, Event Planning, Nonprofits, Social Media, Public Relations, Entertainment, Volunteer Management, Public Speaking, Social Media Marketing, Blogging, Special Events..., Contract Adminstration, Marketing Strategy, Management, Strategic Alliances, Community Development, Social Networking, Film, New Media, Facebook, Marketing Communications, Digital Marketing, Theatre, Fashion
Education
Marymount University 1992 — 1996
BA, Fashion Merchandising and Design
South Kent School 1990 — 1992
High School, High School/Secondary Diplomas and Certificates
Earle F Harvey's Mellon Private Asset Management Experience 1997 - 1998
Job Senior Vice President at Mechanics Savings Bank
Industry Banking
Experience
Mechanics Savings Bank August 2012 - Present
Border Trust Company June 1998 - August 2012
Mellon Private Asset Management 1997 - 1998
Citizen's Bank 1996 - 1997
Skills
Credit, Loans, Commercial Banking, Retail Banking, Risk Management, Commercial Lending, Financial Analysis, Portfolio Management, Credit Analysis
Education
Boston College 1996 — 1998
MBA, Management of Financial Institutions
Suffolk University 1995 — 1996
MPA, Government Finance
New England School Of Banking at Williams College 1993 — 1994
Banking
University of Southern Maine - School of Business 1988 — 1993
BS, Business Administration
Mechanics Savings Bank August 2012 - Present
Border Trust Company June 1998 - August 2012
Mellon Private Asset Management 1997 - 1998
Citizen's Bank 1996 - 1997
Skills
Credit, Loans, Commercial Banking, Retail Banking, Risk Management, Commercial Lending, Financial Analysis, Portfolio Management, Credit Analysis
Education
Boston College 1996 — 1998
MBA, Management of Financial Institutions
Suffolk University 1995 — 1996
MPA, Government Finance
New England School Of Banking at Williams College 1993 — 1994
Banking
University of Southern Maine - School of Business 1988 — 1993
BS, Business Administration
Terri Pearson's Mellon Private Asset Management Experience August 1999 - January 2000
Job Commercial Fluid Power
Industry Mining & Metals
Experience
Commercial Fluid Power July 2013 - Present
Salvage Direct, Inc. January 2001 - July 2012
BSI Financial Services Inc April 2000 - December 2000
Mellon Private Asset Management August 1999 - January 2000
Yanni-Bilkey Investment Consulting December 1995 - July 1999
Integra Financial Corporation January 1989 - December 1995
Skills
Investments, Accounts Payable, Customer Service, Portfolio Management, Wealth Management, Asset Management, Budgets, Financial Analysis, Financial Advisory, QuickBooks
Education
Edinboro University of Pennsylvania 1979 — 1983
BA, Gen. Business/Economics
Titusville Senior High School
Commercial Fluid Power July 2013 - Present
Salvage Direct, Inc. January 2001 - July 2012
BSI Financial Services Inc April 2000 - December 2000
Mellon Private Asset Management August 1999 - January 2000
Yanni-Bilkey Investment Consulting December 1995 - July 1999
Integra Financial Corporation January 1989 - December 1995
Skills
Investments, Accounts Payable, Customer Service, Portfolio Management, Wealth Management, Asset Management, Budgets, Financial Analysis, Financial Advisory, QuickBooks
Education
Edinboro University of Pennsylvania 1979 — 1983
BA, Gen. Business/Economics
Titusville Senior High School
Christopher Campanella's Mellon Private Asset Management Experience February 1998 - November 2000
Job Principal / Partner Keystone Investment Advisors, LLC.
Industry Investment Management
Experience
Keystone Investment Advisors September 2009 - Present
Networth Investment Advisors November 2000 - September 2009
Mellon Private Asset Management February 1998 - November 2000
Dreyfus Investment Services Co March 1994 - February 1998
Skills
Series 7, Wealth Management, Securities, Investments, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Investment Strategies, Account Management, Investment Management, Equities, Financial Analysis, Mutual Funds, Investment Advisory
Education
Duquesne University 1991 — 1992
MBA
Washington and Jefferson College 1983 — 1987
BA, Business Administration
Keystone Investment Advisors September 2009 - Present
Networth Investment Advisors November 2000 - September 2009
Mellon Private Asset Management February 1998 - November 2000
Dreyfus Investment Services Co March 1994 - February 1998
Skills
Series 7, Wealth Management, Securities, Investments, Strategic Financial..., Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Investment Strategies, Account Management, Investment Management, Equities, Financial Analysis, Mutual Funds, Investment Advisory
Education
Duquesne University 1991 — 1992
MBA
Washington and Jefferson College 1983 — 1987
BA, Business Administration
Terrence Casey's Mellon Private Asset Management Experience September 1995 - September 2000
Job President at Chancellor Financial Group
Industry Financial Services
Experience
Chancellor Financial Group March 2012 - Present
M&T Investment Group September 2000 - March 2012
Mellon Private Asset Management September 1995 - September 2000
Skills
Finance, Financial Analysis, Risk Management, Banking, Process Improvement, Leadership
Education
Wilkes University 1978 — 1980
Bachelor of Arts (B.A.), Political Science and Government
Rochester Institute of Technology 1975 — 1979
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Chancellor Financial Group March 2012 - Present
M&T Investment Group September 2000 - March 2012
Mellon Private Asset Management September 1995 - September 2000
Skills
Finance, Financial Analysis, Risk Management, Banking, Process Improvement, Leadership
Education
Wilkes University 1978 — 1980
Bachelor of Arts (B.A.), Political Science and Government
Rochester Institute of Technology 1975 — 1979
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY