Mellon Private Wealth Management
Industry: Company
DescriptionCEO: Catherine M. Keating Chief investment officer: Leo P. Grohowski Founded: 1869 Executive director: Eileen Foley (Family Office) Parent organization: BNY Mellon Asset Management International Subsidiaries: Atherton Lane Advisers, LLC, FOUNDERS ASSET MANAGEMENT LLC
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Mellon Private Wealth Management Employees
Employee
Years
Job
Industry
Darryl Etling Darryl Etling's Mellon Private Wealth Management Experience 1994 - 2004
Job SVPU.S. Bank
Industry Financial Services
Experience
U.S. Bank January 2013 - Present
PNC Wealth Management July 2006 - December 2012
Fifth Third Bank 2004 - 2006
Mellon Private Wealth Management 1994 - 2004
Star Bank 1988 - 1992
Skills
Wealth Management..., Estate Planning, Asset Allocation, Trusts, Investments, Wealth, High Net Worth..., Alternative Investments, Portfolio Management, Mutual Funds, Investment Advisory, Private Banking, Investment Management, Succession Planning, Private Wealth..., Wealth Management
Education
Notre Dame Trust and Estate Conference 2006 — 2011
Heckerling Estate Planning Conference 1998 — 2000
ABA National Graduate School 1990 — 1991
Honors graduate
ABA National Trust School 1989 — 1989
Xavier University 1984 — 1985
Master of Business Administration (MBA), Finance and Economics
Centre College 1977 — 1981
Bachelor of Arts (BA), History
ABA Executive Trust/Private Banking School --Wharton
U.S. Bank January 2013 - Present
PNC Wealth Management July 2006 - December 2012
Fifth Third Bank 2004 - 2006
Mellon Private Wealth Management 1994 - 2004
Star Bank 1988 - 1992
Skills
Wealth Management..., Estate Planning, Asset Allocation, Trusts, Investments, Wealth, High Net Worth..., Alternative Investments, Portfolio Management, Mutual Funds, Investment Advisory, Private Banking, Investment Management, Succession Planning, Private Wealth..., Wealth Management
Education
Notre Dame Trust and Estate Conference 2006 — 2011
Heckerling Estate Planning Conference 1998 — 2000
ABA National Graduate School 1990 — 1991
Honors graduate
ABA National Trust School 1989 — 1989
Xavier University 1984 — 1985
Master of Business Administration (MBA), Finance and Economics
Centre College 1977 — 1981
Bachelor of Arts (BA), History
ABA Executive Trust/Private Banking School --Wharton
Brian Calabro's Mellon Private Wealth Management Experience May 1999 - May 2003
Job Sr. Property Manager / Asset Manager
Industry Real Estate
Experience
BNY Mellon Wealth Management June 2004 - Present
Mellon Private Wealth Managment May 2003 - June 2004
Mellon Private Wealth Management May 1999 - May 2003
State Street 1997 - 1999
Education
Curry College
Bachelor of Science, Business Administration
BNY Mellon Wealth Management June 2004 - Present
Mellon Private Wealth Managment May 2003 - June 2004
Mellon Private Wealth Management May 1999 - May 2003
State Street 1997 - 1999
Education
Curry College
Bachelor of Science, Business Administration
STEPHEN P. ZIMMER STEPHEN P. ZIMMER's Mellon Private Wealth Management Experience April 2006 - October 2006
Job Hospitality, Financial Operations, Property Manager and Brand Ambassador
Industry Hospitality
Experience
WeDriveU, Inc. November 2014 - Present
Self-Employed January 2013 - Present
South Beach Group February 2015 - April 2015
Columbus Wines and Spirits November 2012 - January 2013
Tocqueville Asset Management October 2006 - November 2012
Mellon Private Wealth Management April 2006 - October 2006
Tocqueville Asset Management May 2002 - March 2006
Lepercq, de Neuflize & Co May 2000 - April 2002
Bingham, Osborn & Scarborough LLC August 1999 - March 2000
Metropolitan Opera 1996 - 1999
Skills
Equities, Portfolio Management, Trading, Mutual Funds, Investments, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Valuation, Series 7, Wealth Management, Financial Modeling, Due Diligence, Securities, Asset Managment, Bloomberg, Investment Management, Options, Investment Advisory
Education
Miami University 1986 — 1990
B.A., Economics
Miami University 1986 — 1990
Bachelor of Economics, Economics
WeDriveU, Inc. November 2014 - Present
Self-Employed January 2013 - Present
South Beach Group February 2015 - April 2015
Columbus Wines and Spirits November 2012 - January 2013
Tocqueville Asset Management October 2006 - November 2012
Mellon Private Wealth Management April 2006 - October 2006
Tocqueville Asset Management May 2002 - March 2006
Lepercq, de Neuflize & Co May 2000 - April 2002
Bingham, Osborn & Scarborough LLC August 1999 - March 2000
Metropolitan Opera 1996 - 1999
Skills
Equities, Portfolio Management, Trading, Mutual Funds, Investments, Alternative Investments, Asset Management, Hedge Funds, Fixed Income, Asset Allocation, Valuation, Series 7, Wealth Management, Financial Modeling, Due Diligence, Securities, Asset Managment, Bloomberg, Investment Management, Options, Investment Advisory
Education
Miami University 1986 — 1990
B.A., Economics
Miami University 1986 — 1990
Bachelor of Economics, Economics
Jason Seiler Jason Seiler's Mellon Private Wealth Management Experience January 2001 - July 2005
Job Examiner at Federal Reserve Bank of Atlanta
Industry Financial Services
Experience
Federal Reserve Bank of Atlanta August 2005 - Present
Mellon Private Wealth Management January 2001 - July 2005
Education
Georgia State University 1998 — 2000
MBA, Finance
University of Florida 1993 — 1996
BS, Psychology
Federal Reserve Bank of Atlanta August 2005 - Present
Mellon Private Wealth Management January 2001 - July 2005
Education
Georgia State University 1998 — 2000
MBA, Finance
University of Florida 1993 — 1996
BS, Psychology
Steven Lerangis Steven Lerangis's Mellon Private Wealth Management Experience 2002 - 2004
Job Morgan Stanley Private Bank
Industry Banking
Experience
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
Wells Fargo Private Bank August 2012 - 2015
Northern Trust March 2004 - August 2012
Mellon Private Wealth Management 2002 - 2004
JPMorgan Private Bank 1988 - 2001
Skills
Series 7, Investment Management, Loans, High Net Worth..., Hedge Funds, Asset Managment, Wealth Management, Alternative Investments, Investment Strategies, Asset Allocation, Securities, Wealth, Financial Analysis, Venture Capital, Equities, Investment Advisory, Due Diligence
Education
Colgate University
BA, Russian Studies
Columbia University - School of International and Public Affairs
M.A., International Finance & Banking
James J. Witterschein, CFA James J. Witterschein, CFA's Mellon Private Wealth Management Experience 2001 - 2003
Job
Industry Investment Management
Experience
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
People's United Bank February 2012 - Present
PNC Wealth Management 2003 - 2012
Mellon Private Wealth Management 2001 - 2003
Merrill Lynch Investment Managers 1987 - 2001
Merrill Lynch Asset Management 1985 - 1986
Merrill Lynch Asset Management 1983 - 1985
U.S. Securities and Exchange Commission 1979 - 1983
Skills
Portfolio Management, Asset Allocation, Wealth Management, Hedge Funds, Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Mutual Funds, Investment Management, Series 7
Education
Fairleigh Dickinson University 1982 — 1986
Master of Business Administration (M.B.A.), Finance
William Paterson University of New Jersey 1975 — 1979
Bachelor of Arts (B.A.), Business Administration
Mark A. Roda, CRPC,® AIF ® Mark A. Roda, CRPC,® AIF ®'s Mellon Private Wealth Management Experience January 2005 - July 2006
Job Sherman Werst & Co. Wealth Management
Industry Financial Services
Experience
Sherman Werst & Co. Wealth Management 2011 - Present
TD Ameritrade July 2006 - July 2011
Mellon Private Wealth Management January 2005 - July 2006
Education
Center for Fiduciary Studies 2011 — 2011
AIF®, Accredited Investment Fiduciary®
College of Financial Planning 2009 — 2010
CRPC®, Chartered Retirement Planning Counselor SM
Bloomsburg University of Pennsylvania 2001 — 2004
Criminal Justice, Economics
Hempfield
Sherman Werst & Co. Wealth Management 2011 - Present
TD Ameritrade July 2006 - July 2011
Mellon Private Wealth Management January 2005 - July 2006
Education
Center for Fiduciary Studies 2011 — 2011
AIF®, Accredited Investment Fiduciary®
College of Financial Planning 2009 — 2010
CRPC®, Chartered Retirement Planning Counselor SM
Bloomsburg University of Pennsylvania 2001 — 2004
Criminal Justice, Economics
Hempfield
Chris Pretsch Chris Pretsch's Mellon Private Wealth Management Experience October 2004 - June 2007
Job Managing Director at Staley Capital Advisers, Inc.
Industry Financial Services
Experience
Staley Capital Advisers, Inc. June 2007 - Present
CFA Society of Pittsburgh 2006 - 2011
CFA Society of PIttsburgh June 2008 - June 2010
Mellon Private Wealth Management October 2004 - June 2007
Mellon Trust of New York December 2000 - October 2004
Credit Suisse Asset Management December 1999 - December 2000
Cantor Fitzgerald January 1993 - December 1999
Education
Cleveland State University 1989 — 1993
BBA, Finance
Staley Capital Advisers, Inc. June 2007 - Present
CFA Society of Pittsburgh 2006 - 2011
CFA Society of PIttsburgh June 2008 - June 2010
Mellon Private Wealth Management October 2004 - June 2007
Mellon Trust of New York December 2000 - October 2004
Credit Suisse Asset Management December 1999 - December 2000
Cantor Fitzgerald January 1993 - December 1999
Education
Cleveland State University 1989 — 1993
BBA, Finance
Maria Dunlop, CTFA Maria Dunlop, CTFA's Mellon Private Wealth Management Experience June 2002 - May 2004
Job Vice President at Eleutherian Trust Company
Industry Banking
Experience
Eleutherian Trust Company July 2011 - Present
Wilmington Trust Company December 2008 - July 2011
Wilmington Trust May 2004 - December 2008
Mellon Private Wealth Management June 2002 - May 2004
Skills
Wealth Management, Wealth Management..., Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation
Education
University of Delaware 1997 — 2001
Bachelor, Consumer Economics
Eleutherian Trust Company July 2011 - Present
Wilmington Trust Company December 2008 - July 2011
Wilmington Trust May 2004 - December 2008
Mellon Private Wealth Management June 2002 - May 2004
Skills
Wealth Management, Wealth Management..., Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation
Education
University of Delaware 1997 — 2001
Bachelor, Consumer Economics
Leslie George-Perez's Mellon Private Wealth Management Experience September 2006 - March 2007
Job
Industry Pharmaceuticals
Experience
Merz Aesthetics Inc. September 2013 - Present
Alaska Airlines 1986 - Present
Allergan February 2012 - September 2013
Stiefel Laboratories March 2007 - February 2012
Mellon Private Wealth Management September 2006 - March 2007
Jamar Engineering September 1989 - June 1992
Skills
Pharmaceutical Sales, Sales Effectiveness, Sales, Selling, Oncology, Managed Care, Marketing, Sales Operations, Cardiology, Pharmaceutical Industry, Product Launch, Sales Force Development, Cold Calling, Team Building, Dermatology, Capital Equipment, Urology, Selling Skills
Education
University of California, Irvine
Psychology, Minor in Business
Merz Aesthetics Inc. September 2013 - Present
Alaska Airlines 1986 - Present
Allergan February 2012 - September 2013
Stiefel Laboratories March 2007 - February 2012
Mellon Private Wealth Management September 2006 - March 2007
Jamar Engineering September 1989 - June 1992
Skills
Pharmaceutical Sales, Sales Effectiveness, Sales, Selling, Oncology, Managed Care, Marketing, Sales Operations, Cardiology, Pharmaceutical Industry, Product Launch, Sales Force Development, Cold Calling, Team Building, Dermatology, Capital Equipment, Urology, Selling Skills
Education
University of California, Irvine
Psychology, Minor in Business
Joe Powers's Mellon Private Wealth Management Experience June 2004 - December 2005
Job Town Clerk at Town of Wellfleet
Industry Government Administration
Experience
Town of Wellfleet August 2014 - Present
Deutsche Bank Championship 2011 - Present
Town of Northfield May 2014 - August 2014
Town of Braintree September 2009 - May 2014
Bank of New York Mellon January 2006 - January 2009
Mellon Private Wealth Management June 2004 - December 2005
Bridgewater State College 2000 - 2004
Town of Braintree, Massachusetts 2000 - 2003
Computershare (formerly EquiServe) 1999 - 2000
Computershare (formerly EquiServe) 1997 - 1999
Skills
Budgets, Public Speaking, Operations Management, Microsoft Office, Policy, PowerPoint, Budgeting, Word, Excel
Education
Emerson College 1995 — 1998
MA
University of Massachusetts Boston 1988 — 1990
BA
Salem State University 1986 — 1988
BA
Town of Wellfleet August 2014 - Present
Deutsche Bank Championship 2011 - Present
Town of Northfield May 2014 - August 2014
Town of Braintree September 2009 - May 2014
Bank of New York Mellon January 2006 - January 2009
Mellon Private Wealth Management June 2004 - December 2005
Bridgewater State College 2000 - 2004
Town of Braintree, Massachusetts 2000 - 2003
Computershare (formerly EquiServe) 1999 - 2000
Computershare (formerly EquiServe) 1997 - 1999
Skills
Budgets, Public Speaking, Operations Management, Microsoft Office, Policy, PowerPoint, Budgeting, Word, Excel
Education
Emerson College 1995 — 1998
MA
University of Massachusetts Boston 1988 — 1990
BA
Salem State University 1986 — 1988
BA
Kerry Perl's Mellon Private Wealth Management Experience Managing DirectorBAC, Columbia Management GroupAugust 1993 - September 2004
Job VP at Mellon Private Wealth Management
Industry Financial Services
Experience
Mellon Private Wealth Management Managing DirectorBAC, Columbia Management GroupAugust 1993 - September 2004
Education
Georgetown University 1989 — 1993
Mellon Private Wealth Management Managing DirectorBAC, Columbia Management GroupAugust 1993 - September 2004
Education
Georgetown University 1989 — 1993
Nicole Ricci Stonehouse's Mellon Private Wealth Management Experience December 2000 - June 2001
Job Vice President, Marketing Strategy & Research
Industry Financial Services
Experience
State Street Global Advisors January 2012 - Present
State Street Global Advisors January 2009 - December 2011
State Street Global Advisors September 2005 - January 2009
U.S. Trust Company June 2001 - August 2005
Mellon Private Wealth Management December 2000 - June 2001
State Street Global Advisors May 1999 - December 2000
Honeywell DMC Services Inc. April 1997 - April 1999
The Charles W. Warner Company August 1996 - April 1997
Southern Indiana Rural Electric Membership Corporation August 1995 - August 1996
Skills
Social Media Marketing, Strategy, Integrated Marketing, Online Advertising, Marketing Strategy, Social Media, Program Management, Multi-channel Marketing, Marketing Communications, Marketing, Direct Mail, Marketing Research, Customer Insight, Asset Management, Financial Services, Analysis, Analytics, Email Marketing, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
Master’s Degree, MBA, Financial & Estate Planning
Indiana University Bloomington 1991 — 1995
Bachelor's of Arts, Double Major: Journalism and Criminal Justice
State Street Global Advisors January 2012 - Present
State Street Global Advisors January 2009 - December 2011
State Street Global Advisors September 2005 - January 2009
U.S. Trust Company June 2001 - August 2005
Mellon Private Wealth Management December 2000 - June 2001
State Street Global Advisors May 1999 - December 2000
Honeywell DMC Services Inc. April 1997 - April 1999
The Charles W. Warner Company August 1996 - April 1997
Southern Indiana Rural Electric Membership Corporation August 1995 - August 1996
Skills
Social Media Marketing, Strategy, Integrated Marketing, Online Advertising, Marketing Strategy, Social Media, Program Management, Multi-channel Marketing, Marketing Communications, Marketing, Direct Mail, Marketing Research, Customer Insight, Asset Management, Financial Services, Analysis, Analytics, Email Marketing, Investments
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2005
Master’s Degree, MBA, Financial & Estate Planning
Indiana University Bloomington 1991 — 1995
Bachelor's of Arts, Double Major: Journalism and Criminal Justice
Todd Rongaus, CFA's Mellon Private Wealth Management Experience May 2000 - September 2006
Job Vice President, Director of Derivatives Strategies
Industry Financial Services
Experience
PNC Wealth Management September 2008 - Present
PNC Capital Markets September 2006 - September 2008
Mellon Private Wealth Management May 2000 - September 2006
Skills
Derivatives, Equity Derivatives, Alternative Investments, Equities, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Series 7, Investment Management, Investment Advisory, Securities, Wealth Management..., Series 63, Options
Education
Duquesne University 2000 — 2004
MBA, Finance
Villanova University 1986 — 1990
BA, Political Science
PNC Wealth Management September 2008 - Present
PNC Capital Markets September 2006 - September 2008
Mellon Private Wealth Management May 2000 - September 2006
Skills
Derivatives, Equity Derivatives, Alternative Investments, Equities, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Series 7, Investment Management, Investment Advisory, Securities, Wealth Management..., Series 63, Options
Education
Duquesne University 2000 — 2004
MBA, Finance
Villanova University 1986 — 1990
BA, Political Science
Jeff Yoakum's Mellon Private Wealth Management Experience 2005 - 2006
Job Managing Director at Pacific Wealth Advisors, LLC
Industry Financial Services
Experience
Pacific Wealth Advisors, LLC September 2013 - Present
Abunda Financial September 2012 - November 2013
Wealth Advisory Group 2007 - August 2012
Mellon Private Wealth Management 2005 - 2006
Northern Trust 2000 - 2005
Skills
Investments, Retirement, Holistic Financial..., Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management
Education
San Francisco State University
Baccalaureate, Business
Pacific Wealth Advisors, LLC September 2013 - Present
Abunda Financial September 2012 - November 2013
Wealth Advisory Group 2007 - August 2012
Mellon Private Wealth Management 2005 - 2006
Northern Trust 2000 - 2005
Skills
Investments, Retirement, Holistic Financial..., Estate Planning, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management
Education
San Francisco State University
Baccalaureate, Business
Jonathan DiPaolo's Mellon Private Wealth Management Experience March 1996 - September 2002
Job Senior Director & Team Leader at BNY Mellon
Industry Investment Management
Experience
BNY Mellon Wealth Management March 2011 - Present
BNY Mellon Wealth Management 2002 - Present
Mellon Private Wealth Management March 1996 - September 2002
State Street August 1994 - December 1995
Skills
Equities, Investments, Mutual Funds, Fixed Income, Asset Management, Portfolio Management, Securities, Wealth Management, Leadership, Asset Managment, Asset Allocation, Bloomberg, Alternative Investments, Private Banking, Investment Management, Hedge Funds, Capital Markets, Investment Strategies, Series 7, Derivatives, Bonds, Financial Services, Financial Markets, Trading, Wealth Management..., Investment Banking, Investment Advisory, Relationship Management, Equity Trading, Strategic Financial..., Options, Private Equity, Valuation, Financial Modeling, Equity Research, Financial Advisory, Series 63, Life Insurance, Trusts
Education
Seattle University 1999 — 2002
Masters, Business Administration
Syracuse University 1990 — 1994
Bachelor of Science, Political Science
BNY Mellon Wealth Management March 2011 - Present
BNY Mellon Wealth Management 2002 - Present
Mellon Private Wealth Management March 1996 - September 2002
State Street August 1994 - December 1995
Skills
Equities, Investments, Mutual Funds, Fixed Income, Asset Management, Portfolio Management, Securities, Wealth Management, Leadership, Asset Managment, Asset Allocation, Bloomberg, Alternative Investments, Private Banking, Investment Management, Hedge Funds, Capital Markets, Investment Strategies, Series 7, Derivatives, Bonds, Financial Services, Financial Markets, Trading, Wealth Management..., Investment Banking, Investment Advisory, Relationship Management, Equity Trading, Strategic Financial..., Options, Private Equity, Valuation, Financial Modeling, Equity Research, Financial Advisory, Series 63, Life Insurance, Trusts
Education
Seattle University 1999 — 2002
Masters, Business Administration
Syracuse University 1990 — 1994
Bachelor of Science, Political Science
Robert Gatling III's Mellon Private Wealth Management Experience December 1999 - July 2002
Job Treasury Operations Analyst
Industry Financial Services
Experience
BNY Mellon September 2014 - Present
BNY Mellon June 2010 - December 2012
Citco Fund Services February 2008 - October 2008
UMB Fund Services November 2006 - December 2007
UMB Investment Services Group November 2006 - December 2007
Bank of New York August 2006 - November 2006
The Citi (BISYS) July 2002 - August 2006
The Citi (BISYS) August 2002 - July 2006
The Citi (BISYS) 2002 - 2006
Mellon Private Wealth Management December 1999 - July 2002
Skills
Hedge Funds, Financial Analysis, Mutual Funds, Excel, Financial Reporting, Accounting, Word, PowerPoint, Microsoft Office, Customer Relations, Customer Service, Bloomberg, Asset Management, Audit, Investments, Process Improvement, Outlook, Budgets, Banking, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Time Management, SEC filings, Bank Reconciliation, Accruals, Equities, IFRS, Financial Statements, Valuation, Securities, Fund Accounting, Training, Cash Management, GAAP, Financial Services
Education
Career Academy
Project Management
Dickinson College 1993 — 1997
Bachelor of Arts Degree, American Studies
BNY Mellon September 2014 - Present
BNY Mellon June 2010 - December 2012
Citco Fund Services February 2008 - October 2008
UMB Fund Services November 2006 - December 2007
UMB Investment Services Group November 2006 - December 2007
Bank of New York August 2006 - November 2006
The Citi (BISYS) July 2002 - August 2006
The Citi (BISYS) August 2002 - July 2006
The Citi (BISYS) 2002 - 2006
Mellon Private Wealth Management December 1999 - July 2002
Skills
Hedge Funds, Financial Analysis, Mutual Funds, Excel, Financial Reporting, Accounting, Word, PowerPoint, Microsoft Office, Customer Relations, Customer Service, Bloomberg, Asset Management, Audit, Investments, Process Improvement, Outlook, Budgets, Banking, Account Reconciliation, Sarbanes-Oxley Act, Accounts Payable, Accounts Receivable, Time Management, SEC filings, Bank Reconciliation, Accruals, Equities, IFRS, Financial Statements, Valuation, Securities, Fund Accounting, Training, Cash Management, GAAP, Financial Services
Education
Career Academy
Project Management
Dickinson College 1993 — 1997
Bachelor of Arts Degree, American Studies
Phil Carty,'s Mellon Private Wealth Management Experience 1998 - 2004
Job Municipal Bond Trader at Columbia Management
Industry Financial Services
Experience
Columbia Management December 2004 - Present
Mellon Private Wealth Management 1998 - 2004
Education
Hobart and William Smith Colleges
BA, English
Columbia Management December 2004 - Present
Mellon Private Wealth Management 1998 - 2004
Education
Hobart and William Smith Colleges
BA, English
J L Keefer-Hugill's Mellon Private Wealth Management Experience 1999 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Davidson Trust Company 2006 - 2009
Mellon Private Wealth Management 1999 - 2006
First Union 1997 - 1999
Nations Bank 1996 - 1998
CoreStates Investment Advisors 1995 - 1997
CoreStates Financial Corp 1994 - 1995
Meridian Asset Management 1988 - 1994
BankOne 1984 - 1986
Skills
Asset Managment, Wealth Management, Investments, Retirement, Trusts, Pensions, Equities, IRAs, Portfolio Management, High Net Worth...
Education
Drexel University 1969 — 1972
BS, Social Sciences
Springside School 1955 — 1969
college prep
Davidson Trust Company 2006 - 2009
Mellon Private Wealth Management 1999 - 2006
First Union 1997 - 1999
Nations Bank 1996 - 1998
CoreStates Investment Advisors 1995 - 1997
CoreStates Financial Corp 1994 - 1995
Meridian Asset Management 1988 - 1994
BankOne 1984 - 1986
Skills
Asset Managment, Wealth Management, Investments, Retirement, Trusts, Pensions, Equities, IRAs, Portfolio Management, High Net Worth...
Education
Drexel University 1969 — 1972
BS, Social Sciences
Springside School 1955 — 1969
college prep
PATRICK O'B. PETERKIN's Mellon Private Wealth Management Experience June 2000 - February 2003
Job Vice President, Relationship Manager at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC April 2003 - Present
Mellon Private Wealth Management June 2000 - February 2003
Deutsche Bank 1999 - 2000
Bankers Trust 1989 - 1999
Skills
Equities, High Net Worth..., Portfolio Management, Hedge Funds, Alternative Investments, Business Development, New Business Development, Series 7, Finance, Asset Management, Asset Allocation, Securities, Capital Markets, Wealth Management, Fixed Income
Education
Sacred Heart University 1996 — 2000
MBA candidate, Business Administration and Management, General
Washington and Lee University 1981 — 1985
BA, Liberal Arts and Social Sciences
Kent School 1981 — 1981
diploma
Kent School 1978 — 1981
high school diploma, prep school
Horizon Kinetics LLC April 2003 - Present
Mellon Private Wealth Management June 2000 - February 2003
Deutsche Bank 1999 - 2000
Bankers Trust 1989 - 1999
Skills
Equities, High Net Worth..., Portfolio Management, Hedge Funds, Alternative Investments, Business Development, New Business Development, Series 7, Finance, Asset Management, Asset Allocation, Securities, Capital Markets, Wealth Management, Fixed Income
Education
Sacred Heart University 1996 — 2000
MBA candidate, Business Administration and Management, General
Washington and Lee University 1981 — 1985
BA, Liberal Arts and Social Sciences
Kent School 1981 — 1981
diploma
Kent School 1978 — 1981
high school diploma, prep school
Steve Altland's Mellon Private Wealth Management Experience 1991 - 2004
Job senior vice president at PeoplesBank
Industry Banking
Experience
PeoplesBank 2008 - Present
Wachovia Securities Financial Network 2004 - 2008
Mellon Private Wealth Management 1991 - 2004
Skills
Banking, Portfolio Management, Risk, Budgeting, Investments, Financial Planning, Wealth Management, Asset Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Series 7, Securities, Bonds, Financial Analysis, Risk Management, Investment Advisory, Estate Planning, Retirement Planning, Financial Markets
Education
Penn State University 1984 — 1987
B.S., Finance
Penn State University 1984 — 1987
Finance, General
PeoplesBank 2008 - Present
Wachovia Securities Financial Network 2004 - 2008
Mellon Private Wealth Management 1991 - 2004
Skills
Banking, Portfolio Management, Risk, Budgeting, Investments, Financial Planning, Wealth Management, Asset Management, Fixed Income, Asset Allocation, Equities, Mutual Funds, Series 7, Securities, Bonds, Financial Analysis, Risk Management, Investment Advisory, Estate Planning, Retirement Planning, Financial Markets
Education
Penn State University 1984 — 1987
B.S., Finance
Penn State University 1984 — 1987
Finance, General
Michael Paesano's Mellon Private Wealth Management Experience 2002 - 2005
Job Senior Investment Management Consultant. Senior Portfolio Manager. Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management 2011 - Present
UBS 2005 - 2011
Mellon Private Wealth Management 2002 - 2005
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Morgan Stanley Wealth Management 2011 - Present
UBS 2005 - 2011
Mellon Private Wealth Management 2002 - 2005
Education
Hofstra University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Nicholas Gesouras's Mellon Private Wealth Management Experience March 2001 - April 2003
Job Senior Vice President at Mechanics Bank
Industry Banking
Experience
Mechanics Bank October 2011 - Present
KeyBank July 1985 - October 2011
Mellon Private Wealth Management March 2001 - April 2003
Skills
Wealth Management, Portfolio Management, Small Business Lending, Investments, Estate Planning, Strategic Financial..., Real Estate, Strategic Planning, Change Management, Management, Customer Service, Team Building, Commercial Lending, Private Banking, Banking, Investment Management, Risk Management, Loans, Commercial Banking, Financial Analysis, Mortgage Lending, Consumer Lending, Credit
Education
Bowling Green State University 1977 — 1983
BS and MBA, International Business and Finance
Mechanics Bank October 2011 - Present
KeyBank July 1985 - October 2011
Mellon Private Wealth Management March 2001 - April 2003
Skills
Wealth Management, Portfolio Management, Small Business Lending, Investments, Estate Planning, Strategic Financial..., Real Estate, Strategic Planning, Change Management, Management, Customer Service, Team Building, Commercial Lending, Private Banking, Banking, Investment Management, Risk Management, Loans, Commercial Banking, Financial Analysis, Mortgage Lending, Consumer Lending, Credit
Education
Bowling Green State University 1977 — 1983
BS and MBA, International Business and Finance
My Nhan Giang's Mellon Private Wealth Management Experience December 2001 - November 2005
Job Consumer Services Professional
Industry Consumer Services
Experience
Happy Nails & Skin Inc August 2009 - January 2012
The Boston Company November 2005 - February 2009
Mellon Private Wealth Management December 2001 - November 2005
Standish, Ayer & Wood September 1995 - September 2001
Skills
Microsoft Word, New Business Development, Business Strategy, Sales Management, Enterpeneurship, Microsoft Excel, Finance Services
Education
Catherine Hinds Institute of Esthetics 2009 — 2009
Aesthetician, Skin care
Umass of Amherst 1997 — 2001
Bachelor of Business Administration (BBA), Corporate Finance, 3.4
Happy Nails & Skin Inc August 2009 - January 2012
The Boston Company November 2005 - February 2009
Mellon Private Wealth Management December 2001 - November 2005
Standish, Ayer & Wood September 1995 - September 2001
Skills
Microsoft Word, New Business Development, Business Strategy, Sales Management, Enterpeneurship, Microsoft Excel, Finance Services
Education
Catherine Hinds Institute of Esthetics 2009 — 2009
Aesthetician, Skin care
Umass of Amherst 1997 — 2001
Bachelor of Business Administration (BBA), Corporate Finance, 3.4
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY