Mellon Trust
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Mellon Trust Employees
Employee
Years
Job
Industry
Wade Paiva Wade Paiva's Mellon Trust Experience January 1996 - January 1999
Job PeopleSoft Business Development Manager at American Partners
Industry Computer Software
Experience
American Partners Inc April 2012 - Present
MRD Corp May 2011 - April 2012
BNY Mellon October 2010 - April 2011
BNY Mellon / Mellon Trust January 1999 - July 2009
Mellon Trust January 1996 - January 1999
Mellon Trust January 1995 - January 1996
The Boston Company January 1991 - January 1995
Skills
PeopleSoft, Hyperion Enterprise, Talent Acquisition, Business Intelligence, SAP, Data Warehousing, SDLC, Business Objects, Sales, Access, Crystal Reports, OBIEE, Business Analysis, Vendor Management, SQL, ETL, Visio, Oracle, Contract Recruitment, Microsoft SQL Server, Staff Augmentation, Technical Recruiting, Staffing Services, ERP, Business Process
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Economics, History
BMC Durfee High School
American Partners Inc April 2012 - Present
MRD Corp May 2011 - April 2012
BNY Mellon October 2010 - April 2011
BNY Mellon / Mellon Trust January 1999 - July 2009
Mellon Trust January 1996 - January 1999
Mellon Trust January 1995 - January 1996
The Boston Company January 1991 - January 1995
Skills
PeopleSoft, Hyperion Enterprise, Talent Acquisition, Business Intelligence, SAP, Data Warehousing, SDLC, Business Objects, Sales, Access, Crystal Reports, OBIEE, Business Analysis, Vendor Management, SQL, ETL, Visio, Oracle, Contract Recruitment, Microsoft SQL Server, Staff Augmentation, Technical Recruiting, Staffing Services, ERP, Business Process
Education
University of Massachusetts, Amherst 1981 — 1985
BA, Economics, History
BMC Durfee High School
Christopher John Martins, MBA Christopher John Martins, MBA's Mellon Trust Experience January 2005 - September 2006
Job Client Account Manager at Welsh Consulting
Industry Nonprofit Organization Management
Experience
Welsh Consulting 2015 - Present
Welsh Consulting 2015 - Present
Year Up January 2013 - July 2015
ALPFA Boston August 2010 - August 2013
Kelly Services January 2012 - January 2013
AccountingNow June 2011 - January 2012
Evare, LLC September 2006 - January 2010
ALPFA Boston 2008 - 2010
Mellon Trust January 2005 - September 2006
Network Communications Unit January 2005 - September 2006
Skills
Diversity Recruitment, Inclusion, Social Networking, New Business Development, Fundraising, Recruiting, Diversity & Inclusion, Team Building, Business Development, Leadership, CRM, Project Management, Social Media, Program Management, Leadership Development, Strategy, Coaching, Finance, Employee Relations, Business Strategy, Organizational..., Social Media Marketing, Business Planning, Networking, Change Management, Time Management, Management, Account Management, Strategic Planning, Human Resources, Accounting, Nonprofits, Training, Sales, Talent Management, Customer Service, Management Consulting, Entrepreneurship, Virtual Teams
Education
NECB 2013 — 2014
MBA Graduate at NECB, 3.90
Merrimack College 1990 — 1995
Bachelor of Science, Business Administration; Accounting
Welsh Consulting 2015 - Present
Welsh Consulting 2015 - Present
Year Up January 2013 - July 2015
ALPFA Boston August 2010 - August 2013
Kelly Services January 2012 - January 2013
AccountingNow June 2011 - January 2012
Evare, LLC September 2006 - January 2010
ALPFA Boston 2008 - 2010
Mellon Trust January 2005 - September 2006
Network Communications Unit January 2005 - September 2006
Skills
Diversity Recruitment, Inclusion, Social Networking, New Business Development, Fundraising, Recruiting, Diversity & Inclusion, Team Building, Business Development, Leadership, CRM, Project Management, Social Media, Program Management, Leadership Development, Strategy, Coaching, Finance, Employee Relations, Business Strategy, Organizational..., Social Media Marketing, Business Planning, Networking, Change Management, Time Management, Management, Account Management, Strategic Planning, Human Resources, Accounting, Nonprofits, Training, Sales, Talent Management, Customer Service, Management Consulting, Entrepreneurship, Virtual Teams
Education
NECB 2013 — 2014
MBA Graduate at NECB, 3.90
Merrimack College 1990 — 1995
Bachelor of Science, Business Administration; Accounting
David Lupack David Lupack's Mellon Trust Experience April 1997 - October 1999
Job Business Analysis, Software Testing, Financial Services, Corporate Actions
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
Deanna Colbert Deanna Colbert's Mellon Trust Experience 1997 - 1998
Job Accountant at WilSpec, LLC
Industry Accounting
Experience
Wil-Spec, LLC August 2012 - Present
Graphic Sales Products, Inc. 2006 - 2012
Century Bank 1998 - 1999
Mellon Trust 1997 - 1998
Century Bank 1996 - 1997
Goodwin Procter LLP 1990 - 1996
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Research, Public Speaking, Teaching, Customer Service, Mac, Windows, QuickBooks, FileMaker, Microsoft Excel, Microsoft Word, Outlook, Photoshop
Education
Northeastern University 1997 — 2001
Bachelor's degree, Finance, 3.63
Northeastern University 1993 — 1996
Associate's degree, Accounting
Barnstable High School
Wil-Spec, LLC August 2012 - Present
Graphic Sales Products, Inc. 2006 - 2012
Century Bank 1998 - 1999
Mellon Trust 1997 - 1998
Century Bank 1996 - 1997
Goodwin Procter LLP 1990 - 1996
Skills
Accounting, Finance, Financial Reporting, Financial Analysis, Research, Public Speaking, Teaching, Customer Service, Mac, Windows, QuickBooks, FileMaker, Microsoft Excel, Microsoft Word, Outlook, Photoshop
Education
Northeastern University 1997 — 2001
Bachelor's degree, Finance, 3.63
Northeastern University 1993 — 1996
Associate's degree, Accounting
Barnstable High School
William J. Reilly, CFA William J. Reilly, CFA's Mellon Trust Experience October 1995 - January 2000
Job Head of Fiduciary and Asset Management Risk at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Forward Capital Partners October 2013 - May 2015
BNY Mellon October 1990 - August 2013
BNY Mellon Asset Management September 2009 - July 2012
BNY Mellon Asset Management November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation January 2000 - November 2006
Mellon Trust October 1995 - January 2000
The Boston Company October 1990 - October 1995
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management
Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate
University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Boston College
Bachelor of Arts (B.A.), Economics and Political Science
Wells Fargo May 2015 - Present
Forward Capital Partners October 2013 - May 2015
BNY Mellon October 1990 - August 2013
BNY Mellon Asset Management September 2009 - July 2012
BNY Mellon Asset Management November 2006 - September 2009
BNY Mellon Asset Management, The Dreyfus Corporation January 2000 - November 2006
Mellon Trust October 1995 - January 2000
The Boston Company October 1990 - October 1995
Skills
Asset Management, Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Management, Portfolio Management, Risk Management, Alternative Investments, Due Diligence, Securities, Mutual Funds, Financial Risk, Asset Managment, Valuation, Real Estate Development, Real Estate Finance, Real Estate Investing, Fiduciary Management
Education
Massachusetts Institute of Technology
Master of Science (MS), Real Estate
University of Notre Dame
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Boston College
Bachelor of Arts (B.A.), Economics and Political Science
Chris Mayo Chris Mayo's Mellon Trust Experience September 1993 - December 1995
Job VP, Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems July 2010 - Present
Eagle Investment Systems August 2004 - July 2010
SunGard September 2002 - August 2004
SunGard August 2000 - September 2002
ITS Associates January 1996 - August 2000
Mellon Trust September 1993 - December 1995
Skills
Financial Services, Business Analysis, Software Development, Software Project..., Software Implementation, IT Relationship..., SaaS, Equities, Fixed Income, Security, Data Warehousing, CRM, SDLC, Portfolio Management, Asset Management, Data Center, Management, Vendor Management, Requirements Analysis
Education
Boston University 1996 — 2000
Masters, Computer Information Systems
University of Vermont 1989 — 1993
Bachelors, Economics
Eagle Investment Systems July 2010 - Present
Eagle Investment Systems August 2004 - July 2010
SunGard September 2002 - August 2004
SunGard August 2000 - September 2002
ITS Associates January 1996 - August 2000
Mellon Trust September 1993 - December 1995
Skills
Financial Services, Business Analysis, Software Development, Software Project..., Software Implementation, IT Relationship..., SaaS, Equities, Fixed Income, Security, Data Warehousing, CRM, SDLC, Portfolio Management, Asset Management, Data Center, Management, Vendor Management, Requirements Analysis
Education
Boston University 1996 — 2000
Masters, Computer Information Systems
University of Vermont 1989 — 1993
Bachelors, Economics
Brian Lees Brian Lees's Mellon Trust Experience December 1989 - June 1995
Job Project Manager at Venture Financial Systems Group
Industry Financial Services
Experience
Venture Financial Systems Group June 1995 - Present
Mellon Trust December 1989 - June 1995
Investors Bank & Trust September 1984 - December 1989
Skills
Mutual Funds, Data Migration, Portfolio Management, Project Management, Consulting, SDLC
Education
Northeastern University
B.S. Business Administration
Venture Financial Systems Group June 1995 - Present
Mellon Trust December 1989 - June 1995
Investors Bank & Trust September 1984 - December 1989
Skills
Mutual Funds, Data Migration, Portfolio Management, Project Management, Consulting, SDLC
Education
Northeastern University
B.S. Business Administration
Guy M. Holappa, CFA Guy M. Holappa, CFA's Mellon Trust Experience 1993 - December 1997
Job Managing Director Global Risk Solutions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 1998 - Present
Mellon Trust 1993 - December 1997
Boston Safe Deposit & Trust Company 1992 - 1993
Boston Safe Deposit & Trusts Company January 1985 - December 1992
Boston Safe Deposit & Trust Company November 1981 - December 1984
Skills
Chartered Financial..., Fixed Income, Equities, Bloomberg, Mutual Funds, Portfolio Management, Hedge Funds, Derivatives, Investments, Capital Markets, Asset Management, Alternative Investments, Series 7, Securities, Financial Modeling, Financial Markets, Asset Allocation, Financial Risk
Education
Grinnell College 1977 — 1981
Bachelor of Arts (BA), Economics
Anherst Regional High School 1974 — 1977
BNY Mellon January 1998 - Present
Mellon Trust 1993 - December 1997
Boston Safe Deposit & Trust Company 1992 - 1993
Boston Safe Deposit & Trusts Company January 1985 - December 1992
Boston Safe Deposit & Trust Company November 1981 - December 1984
Skills
Chartered Financial..., Fixed Income, Equities, Bloomberg, Mutual Funds, Portfolio Management, Hedge Funds, Derivatives, Investments, Capital Markets, Asset Management, Alternative Investments, Series 7, Securities, Financial Modeling, Financial Markets, Asset Allocation, Financial Risk
Education
Grinnell College 1977 — 1981
Bachelor of Arts (BA), Economics
Anherst Regional High School 1974 — 1977
Chris Vassilopoulos's Mellon Trust Experience July 1994 - August 1999
Job Managing Director, Institutional Sales at Wellesley Investment Advisors, Inc.
Industry Financial Services
Experience
Wellesley Investment Advisors, Inc. December 2014 - Present
300 North Capital, LLC October 2011 - December 2014
Endex Capital Management, LLC December 2009 - October 2011
Institutional Liability Management, LLC December 2008 - November 2009
Pioneer Investments October 2004 - November 2008
Pioneer Investments September 1999 - September 2004
Mellon Trust July 1994 - August 1999
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Institutional..., Hedge Funds, Investment Management, Equities, Business Development, Asset Allocation, Investment Strategies, Bloomberg, ETFs, Mutual Funds, Series 7, Securities, Investment Advisory, Fixed Income, Strategy, Portfolio Management, Product Development, Marketing, Institutional, Equity Research, Fund Of Funds, Series 63, Project Management, Separately Managed..., FINRA, Wealth Management, Branding & Identity, Institutional Sales
Education
Boston College 1996 — 1998
Master of Science (MS)
Boston College 1988 — 1992
BA
Boston College High School 1984 — 1988
Wellesley Investment Advisors, Inc. December 2014 - Present
300 North Capital, LLC October 2011 - December 2014
Endex Capital Management, LLC December 2009 - October 2011
Institutional Liability Management, LLC December 2008 - November 2009
Pioneer Investments October 2004 - November 2008
Pioneer Investments September 1999 - September 2004
Mellon Trust July 1994 - August 1999
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Institutional..., Hedge Funds, Investment Management, Equities, Business Development, Asset Allocation, Investment Strategies, Bloomberg, ETFs, Mutual Funds, Series 7, Securities, Investment Advisory, Fixed Income, Strategy, Portfolio Management, Product Development, Marketing, Institutional, Equity Research, Fund Of Funds, Series 63, Project Management, Separately Managed..., FINRA, Wealth Management, Branding & Identity, Institutional Sales
Education
Boston College 1996 — 1998
Master of Science (MS)
Boston College 1988 — 1992
BA
Boston College High School 1984 — 1988
Edwin Chin Edwin Chin's Mellon Trust Experience June 1994 - January 1997
Job Account Manager Global Corporate Solutions at NASDAQ
Industry Information Services
Experience
Nasdaq September 2012 - Present
Thomson Reuters January 2008 - March 2011
Reuters 2001 - 2008
Bridge Information Systems January 1999 - January 2001
Union Bank of California July 1997 - December 1999
Mellon Trust June 1994 - January 1997
Skills
Account Management, Market Data, Pre-sales, Training, Investor Relations, Financial Services, Lead Generation, Selling, Sales, Consultative Selling, Client Services, Virtual Training, Thomson ONE Investor..., Factset Data Systems, Financial Markets
Education
Northeastern University
Bachelor of Science, Finance
Nasdaq September 2012 - Present
Thomson Reuters January 2008 - March 2011
Reuters 2001 - 2008
Bridge Information Systems January 1999 - January 2001
Union Bank of California July 1997 - December 1999
Mellon Trust June 1994 - January 1997
Skills
Account Management, Market Data, Pre-sales, Training, Investor Relations, Financial Services, Lead Generation, Selling, Sales, Consultative Selling, Client Services, Virtual Training, Thomson ONE Investor..., Factset Data Systems, Financial Markets
Education
Northeastern University
Bachelor of Science, Finance
ELIZABETH SCHNEIDER's Mellon Trust Experience 1992 - 1995
Job Domain Partner at Wipro Technologies
Industry Investment Management
Experience
Wipro Technologies February 2013 - Present
Ernst & Young March 2011 - December 2012
Citisoft 2009 - 2010
IBM Global Business Services 2002 - 2009
PricewaterhouseCoopers (PwC) 1999 - 2002
John Hancock Investment Advisors 1995 - 1998
Mellon Trust 1992 - 1995
Fidelity Investments 1986 - 1992
Skills
Mutual Funds, Investment Operations, Asset Managment, Compliance, Business Transformation, Risk and Controls..., Project Management, Performance Improvement, Master Data Management, Business Strategy, Business Analysis, Microsoft Office, Investments, Asset Management, Risk Management, Process Improvement, SDLC, Financial Services, Management Consulting, IT Strategy, Leadership, Governance, Business Process..., Business Process..., PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Finance/MIS
McGill University - Macdonald Campus
B. Sc., Agriculture Animal Science
Wipro Technologies February 2013 - Present
Ernst & Young March 2011 - December 2012
Citisoft 2009 - 2010
IBM Global Business Services 2002 - 2009
PricewaterhouseCoopers (PwC) 1999 - 2002
John Hancock Investment Advisors 1995 - 1998
Mellon Trust 1992 - 1995
Fidelity Investments 1986 - 1992
Skills
Mutual Funds, Investment Operations, Asset Managment, Compliance, Business Transformation, Risk and Controls..., Project Management, Performance Improvement, Master Data Management, Business Strategy, Business Analysis, Microsoft Office, Investments, Asset Management, Risk Management, Process Improvement, SDLC, Financial Services, Management Consulting, IT Strategy, Leadership, Governance, Business Process..., Business Process..., PMO
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Finance/MIS
McGill University - Macdonald Campus
B. Sc., Agriculture Animal Science
Matt Drury Matt Drury's Mellon Trust Experience 1995 - 1999
Job Harbor Island Capital LLC
Industry Investment Management
Experience
Harbor Island Capital LLC July 2004 - Present
Pioneer Investments 2001 - 2004
Mellon Trust 1995 - 1999
Skills
Equity Research, Equities, Financial Modeling, Asset Managment, Portfolio Management, Investments, Securities, Financial Analysis, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Fairfield University 1991 — 1995
Bachelor of Science (BS), Finance, General
Harbor Island Capital LLC July 2004 - Present
Pioneer Investments 2001 - 2004
Mellon Trust 1995 - 1999
Skills
Equity Research, Equities, Financial Modeling, Asset Managment, Portfolio Management, Investments, Securities, Financial Analysis, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Fairfield University 1991 — 1995
Bachelor of Science (BS), Finance, General
Manya Riddle's Mellon Trust Experience May 1996 - February 1999
Job Accounts Administrator at Collective Efforts, LLC, Civil & Environmental Engineers
Industry Civil Engineering
Experience
Collective Efforts, LLC March 2014 - Present
Panther Properties of PA June 2012 - September 2014
The Gem Group April 2011 - April 2012
R.G.F. Industries, Inc April 1999 - January 2011
Mellon Trust May 1996 - February 1999
Olsten Staffing Services November 1995 - February 1996
Federated Investors November 1995 - December 1995
Skills
Microsoft Excel, Customer Service, Accounts Payable, Accounts Receivable, Bank Reconciliation, QuickBooks, Microsoft Office, Accounting, Invoicing
Education
Bethany College 1991 — 1995
BA Accounting, Accounting & Economics
Barrington High School 1987 — 1991
high school diploma
Collective Efforts, LLC March 2014 - Present
Panther Properties of PA June 2012 - September 2014
The Gem Group April 2011 - April 2012
R.G.F. Industries, Inc April 1999 - January 2011
Mellon Trust May 1996 - February 1999
Olsten Staffing Services November 1995 - February 1996
Federated Investors November 1995 - December 1995
Skills
Microsoft Excel, Customer Service, Accounts Payable, Accounts Receivable, Bank Reconciliation, QuickBooks, Microsoft Office, Accounting, Invoicing
Education
Bethany College 1991 — 1995
BA Accounting, Accounting & Economics
Barrington High School 1987 — 1991
high school diploma
Kittricc Rosser's Mellon Trust Experience 2005 - 2007
Job Project Manager II Medicare Preferred at Tufts Health Plan
Industry Health, Wellness and Fitness
Experience
Tufts Health Plan August 2012 - Present
Lumeris 2012 - August 2012
Harvard Pilgrim Health Care June 2007 - May 2012
Mellon Trust 2005 - 2007
IBM 2001 - 2003
Skills
Healthcare Information..., HIPAA, Project Management, EHR, Management, Program Management, Vendor Management, Healthcare, SDLC, Health Insurance, Process Improvement, Managed Care, Leadership, Visio
Education
Boston College 1997 — 2001
BS, Management Information Systems
Dorchester High School
Tufts Health Plan August 2012 - Present
Lumeris 2012 - August 2012
Harvard Pilgrim Health Care June 2007 - May 2012
Mellon Trust 2005 - 2007
IBM 2001 - 2003
Skills
Healthcare Information..., HIPAA, Project Management, EHR, Management, Program Management, Vendor Management, Healthcare, SDLC, Health Insurance, Process Improvement, Managed Care, Leadership, Visio
Education
Boston College 1997 — 2001
BS, Management Information Systems
Dorchester High School
Joseph Davis Joseph Davis's Mellon Trust Experience 1995 - 1996
Job Director, Information Technology at ImmunoGen, Inc.
Industry Pharmaceuticals
Experience
ImmunoGen, Inc. Director, Information TechnologyEssential Therapeutics, Inc.September 2002 - February 2004
Student Advantage/edu.com July 2000 - May 2002
APV Americas 1998 - 2000
US Generating Company 1996 - 1998
Mellon Trust 1995 - 1996
The Shareholders Services Group (TSSG)/First Data Corp. 1994 - 1995
The Boston Company 1992 - 1994
Education
Franklin Pierce University 1985 — 1989
BS, Computer Science & Management
ImmunoGen, Inc. Director, Information TechnologyEssential Therapeutics, Inc.September 2002 - February 2004
Student Advantage/edu.com July 2000 - May 2002
APV Americas 1998 - 2000
US Generating Company 1996 - 1998
Mellon Trust 1995 - 1996
The Shareholders Services Group (TSSG)/First Data Corp. 1994 - 1995
The Boston Company 1992 - 1994
Education
Franklin Pierce University 1985 — 1989
BS, Computer Science & Management
L. Joshua Wein, CAIA's Mellon Trust Experience 1995 - 1997
Job Executive Director at Sterling Capital Management LLC
Industry Investment Management
Experience
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Sterling Capital Management LLC September 2008 - Present
Bellator Capital Partners LLC July 2003 - September 2008
First Union Securities 2000 - 2001
State Street Global Advisors May 1999 - August 1999
Adams Harkness 1997 - 1998
Mellon Trust 1995 - 1997
Skills
Alternative Investments, Equity Research, Hedge Funds, Portfolio Management, Asset Managment, Investment Strategies, Investments, Fixed Income, Asset Allocation, Mutual Funds, Wealth Management, Equities, Investment Management, Investment Advisory, Asset Management, Due Diligence, Series 63
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Finance
Emory University 1991 — 1995
BBA, Finance
Choate Rosemary Hall 1988 — 1991
Applewild School 1977 — 1988
Kim (Merryman) Savio's Mellon Trust Experience 2005 - January 2007
Job Client Service Manager, Global Web Sales at FactSet
Industry Financial Services
Experience
StreetAccount FactSet January 2014 - Present
StreetAccount Factset July 2012 - Present
StreetAccount LLC January 2007 - July 2012
Boston Bruins December 2007 - September 2010
Mellon Trust 2005 - January 2007
Skills
Equities, Investments, Mutual Funds, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Financial Services, Fixed Income
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General; Spanish
Winthrop High School
StreetAccount FactSet January 2014 - Present
StreetAccount Factset July 2012 - Present
StreetAccount LLC January 2007 - July 2012
Boston Bruins December 2007 - September 2010
Mellon Trust 2005 - January 2007
Skills
Equities, Investments, Mutual Funds, Portfolio Management, Bloomberg, Equity Research, Hedge Funds, Financial Services, Fixed Income
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General; Spanish
Winthrop High School
Kimberly (Selzer) Szanto's Mellon Trust Experience 1993 - 1995
Job Managing Consultant at Citisoft
Industry Financial Services
Experience
Citisoft April 2014 - Present
Citisoft February 2007 - March 2014
Fidelity Investments 2005 - 2007
fidelity investments 2000 - 2005
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Mellon Trust 1993 - 1995
Skills
Trading, International Trade, Asset Management, Fixed Income, Trading Systems, Investment Management, Mutual Funds, Equities, Financial Services, Back Office, Investments, Middle Office, Securities, Business Analysis, Derivatives
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors Degree in Individual Concentration
Citisoft April 2014 - Present
Citisoft February 2007 - March 2014
Fidelity Investments 2005 - 2007
fidelity investments 2000 - 2005
Fidelity Investments 1998 - 2000
Fidelity Investments 1997 - 1998
Fidelity Investments 1995 - 1997
Mellon Trust 1993 - 1995
Skills
Trading, International Trade, Asset Management, Fixed Income, Trading Systems, Investment Management, Mutual Funds, Equities, Financial Services, Back Office, Investments, Middle Office, Securities, Business Analysis, Derivatives
Education
University of Massachusetts, Amherst 1989 — 1993
Bachelors Degree in Individual Concentration
Robert Dynan, CFA's Mellon Trust Experience 1995 - 1997
Job Vice President at Wellington Management Company, LLP
Industry Investment Management
Experience
Wellington Management Company, LLP February 1997 - Present
Mellon Trust 1995 - 1997
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Electronic Trading, Investments, Alternative Investments, Asset Allocation
Education
Boston College 1991 — 1995
Economics
Wellington Management Company, LLP February 1997 - Present
Mellon Trust 1995 - 1997
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Investment Management, Mutual Funds, Electronic Trading, Investments, Alternative Investments, Asset Allocation
Education
Boston College 1991 — 1995
Economics
Jeffrey Korzon's Mellon Trust Experience September 1995 - January 1998
Job Real Estate Broker at Campion & Company
Industry Real Estate
Experience
Campion and Company Fine Homes Real Estate June 2002 - Present
Freehold Asset Management, LLC October 2012 - Present
Bain & Company October 2000 - May 2002
Northeastern University June 1998 - August 2000
Ocean Spray Cranberries January 1999 - June 1999
Mellon Trust September 1995 - January 1998
Skills
Real Estate, Financial Modeling, Sales, Budget, Analysis, Investments, Due Diligence, Financial Analysis, Valuation, Contract Negotiation, Private Equity, Market Analysis, Marketing, Competitive Analysis, Portfolio Management, Budgets, Condos, Investment Properties, Negotiation, Corporate Real Estate, Rentals, Management, Finance, Real Estate Transactions
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
MBA, Finance, General
Drew University 1989 — 1993
B.A, History
St. Sebastian's School 1984 — 1989
Campion and Company Fine Homes Real Estate June 2002 - Present
Freehold Asset Management, LLC October 2012 - Present
Bain & Company October 2000 - May 2002
Northeastern University June 1998 - August 2000
Ocean Spray Cranberries January 1999 - June 1999
Mellon Trust September 1995 - January 1998
Skills
Real Estate, Financial Modeling, Sales, Budget, Analysis, Investments, Due Diligence, Financial Analysis, Valuation, Contract Negotiation, Private Equity, Market Analysis, Marketing, Competitive Analysis, Portfolio Management, Budgets, Condos, Investment Properties, Negotiation, Corporate Real Estate, Rentals, Management, Finance, Real Estate Transactions
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
MBA, Finance, General
Drew University 1989 — 1993
B.A, History
St. Sebastian's School 1984 — 1989
Laura Hoult's Mellon Trust Experience January 1990 - August 1994
Job Financial Services Leader | Product Development | Project Management | Business Management
Industry Financial Services
Experience
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Wellington Management May 2008 - April 2015
Fidelity Investments July 2006 - May 2008
Brown Brothers Harriman January 1997 - June 2006
Independent Consultant September 1994 - December 1996
Mellon Trust January 1990 - August 1994
Skills
Alternative Investments, Fixed Income, Mutual Funds, Financial Services, Equities, Investments, Securities, Strategy, Investment Management, CRM, Investment Advisory, Business Analysis, Team Leadership, Asset Management, Corporate Actions, Fund Accounting, Wealth Management, Asset Managment, Offshore Funds, AIFMD, Global Private Banking, Marketing Communications, Business Architecture, Business Strategy, Building New Business, Project Management, Building World Class..., Management, Business Management, Organizational..., Organizational Design, Offshore mutual funds, Project Planning, Product Development, Product Management, Product Design, Derivatives
Education
University of Massachusetts Dartmouth 1983 — 1986
Bachelor of Science (BS), Marketing
Wellesley Senior High School 1979 — 1982
High School Diploma
Alison Striffler's Mellon Trust Experience March 1997 - December 1997
Job Systems Analyst (Consulting) at Fidelity Investments (Institutional Technolgy)
Industry Information Technology and Services
Experience
Fidelity Institutional Technology May 2014 - Present
Fidelity Investments (ActionsXchange) December 2011 - July 2013
Fidelity Investments (ActionsXchange) January 2007 - December 2011
Fidelity Investments (ActionsXchange) December 1997 - January 2007
Mellon Trust March 1997 - December 1997
Mellon Trust June 1991 - March 1997
Mellon Trust August 1990 - June 1991
Mellon Trust August 1989 - August 1990
Skills
Business Analysis, Business Requirements, Vendor Management, Financial Services, Analysis, Risk Management, Corporate Actions, Requirements Analysis, Banking, SDLC, Project Management, Management, Market Data, Mutual Funds, Operations Management, Requirements Gathering, Global Custody, Relationship Management, Product Development, Accounting, Software Implementation, Training, Software Documentation, Testing, Back Office, SWIFT payments, Process Improvement, Business Process, Software Project..., Fixed Income, Equities, Project Portfolio..., Prime Brokerage, Business Process..., Securities, Settlement, Payments, PMO, Trading Systems, Business Development, Manage Client..., Product Management, Quality Assurance
Education
Norwich University
Bachelor Of Science, Business Adminstration
Fidelity Institutional Technology May 2014 - Present
Fidelity Investments (ActionsXchange) December 2011 - July 2013
Fidelity Investments (ActionsXchange) January 2007 - December 2011
Fidelity Investments (ActionsXchange) December 1997 - January 2007
Mellon Trust March 1997 - December 1997
Mellon Trust June 1991 - March 1997
Mellon Trust August 1990 - June 1991
Mellon Trust August 1989 - August 1990
Skills
Business Analysis, Business Requirements, Vendor Management, Financial Services, Analysis, Risk Management, Corporate Actions, Requirements Analysis, Banking, SDLC, Project Management, Management, Market Data, Mutual Funds, Operations Management, Requirements Gathering, Global Custody, Relationship Management, Product Development, Accounting, Software Implementation, Training, Software Documentation, Testing, Back Office, SWIFT payments, Process Improvement, Business Process, Software Project..., Fixed Income, Equities, Project Portfolio..., Prime Brokerage, Business Process..., Securities, Settlement, Payments, PMO, Trading Systems, Business Development, Manage Client..., Product Management, Quality Assurance
Education
Norwich University
Bachelor Of Science, Business Adminstration
Nancy Cristoferi's Mellon Trust Experience 1987 - 2001
Job Vice President at State Street
Industry Financial Services
Experience
State Street Senior DirectorInvestors Bank & Trust2003 - 2007
Mellon Trust 1987 - 2001
Education
Suffolk University - Sawyer School of Management
MBA
State Street Senior DirectorInvestors Bank & Trust2003 - 2007
Mellon Trust 1987 - 2001
Education
Suffolk University - Sawyer School of Management
MBA
David Salera's Mellon Trust Experience 1990 - 1999
Job Programmer at Dell Services, Federal Government
Industry Computer Software
Experience
Dell Services, Federal Government May 2012 - Present
Bottomline Technologies April 2011 - April 2012
Bottomline Technologies June 2010 - April 2011
InSource Consulting February 2010 - May 2010
Russell/Mellon Analytical Services 1999 - 2008
Mellon Trust 1990 - 1999
Boston Company 1990 - 1993
Putnam Investments 1987 - 1990
Wang Laboratories 1986 - 1987
Itek Corporation 1979 - 1983
Skills
DB2, XML, Java, Java Enterprise Edition, JavaScript, Web Applications
Education
Boston College 1973 — 1977
Bachelor of Science, Computer Science, Accounting
Dell Services, Federal Government May 2012 - Present
Bottomline Technologies April 2011 - April 2012
Bottomline Technologies June 2010 - April 2011
InSource Consulting February 2010 - May 2010
Russell/Mellon Analytical Services 1999 - 2008
Mellon Trust 1990 - 1999
Boston Company 1990 - 1993
Putnam Investments 1987 - 1990
Wang Laboratories 1986 - 1987
Itek Corporation 1979 - 1983
Skills
DB2, XML, Java, Java Enterprise Edition, JavaScript, Web Applications
Education
Boston College 1973 — 1977
Bachelor of Science, Computer Science, Accounting
Shanna Rossi's Mellon Trust Experience July 1996 - September 1997
Job Vice President Global Benefits Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Wellington Management July 2010 - Present
Wellington Management Company LLP March 2006 - July 2010
Wellington Management March 2003 - March 2006
Wellington Management February 2000 - February 2003
Panagora Asset Management November 1997 - September 1999
Mellon Trust July 1996 - September 1997
Skills
Employee Benefits, Benefits Administration, Mutual Funds, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Allocation, Customer Service, Mentoring, HRIS, Onboarding, Investments, Deferred Compensation, Defined Contribution, Strategic Planning, Tactical, Financial Services, Human Resources
Education
International Foundation of Employee Benefit Plans 2007 — 2010
Certificiate in Benefits and Compensation Management
Bentley University 1992 — 1996
BS, Finance
Bridgewater Raynham Regional High School 1988 — 1992
Kirstin Fitzgibbons's Mellon Trust Experience September 1992 - March 1995
Job International Sales Trader at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets April 2009 - Present
Liberty Square Asset Management, LLC July 2005 - December 2008
The Boston Company April 1995 - April 2005
Mellon Trust September 1992 - March 1995
Skills
Equities
Education
Lehigh University 1988 — 1992
BA, International Relations
Fidelity Capital Markets April 2009 - Present
Liberty Square Asset Management, LLC July 2005 - December 2008
The Boston Company April 1995 - April 2005
Mellon Trust September 1992 - March 1995
Skills
Equities
Education
Lehigh University 1988 — 1992
BA, International Relations
Kevin Colton, CFA's Mellon Trust Experience June 1995 - June 1996
Job Consultant at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
BlackRock Financial Management January 1999 - December 2012
Alliance Capital Management March 1998 - January 1999
Smith Barney June 1996 - July 1997
Mellon Trust June 1995 - June 1996
Shawmut Bank July 1993 - June 1995
Skills
Fixed Income, Financial Services, Asset Management, Derivatives, Portfolio Management, Hedge Funds, Mutual Funds, Alternative Investments
Education
Boston College 1987 — 1991
B.A., Economics
Tom Ruschak's Mellon Trust Experience 1997 - 2000
Job Transportation Systems Manager at Source One Transportation, LLC
Industry Transportation/Trucking/Railroad
Experience
Source One Transportation, LLC July 2013 - Present
Global Consulting Management Group (GCMG) October 2009 - June 2013
Aspen Technology 2006 - 2009
Aspen Technology 2003 - 2006
Aspen Technology 2000 - 2003
Mellon Trust 1997 - 2000
AT&T Wireless Services 1995 - 1997
Cable & Wireless, Inc. 1993 - 1994
F.N. Wolf & Co., Inc. 1992 - 1992
Skills
Process Improvement, Enterprise Software, Sales, Process Optimization, Process Simulation, SaaS, Solution Selling, New Business Development
Education
Carnegie Mellon University 1985 — 1991
Bachelor of Science, Managerial Economics
Ringgold High School 1981 — 1985
Source One Transportation, LLC July 2013 - Present
Global Consulting Management Group (GCMG) October 2009 - June 2013
Aspen Technology 2006 - 2009
Aspen Technology 2003 - 2006
Aspen Technology 2000 - 2003
Mellon Trust 1997 - 2000
AT&T Wireless Services 1995 - 1997
Cable & Wireless, Inc. 1993 - 1994
F.N. Wolf & Co., Inc. 1992 - 1992
Skills
Process Improvement, Enterprise Software, Sales, Process Optimization, Process Simulation, SaaS, Solution Selling, New Business Development
Education
Carnegie Mellon University 1985 — 1991
Bachelor of Science, Managerial Economics
Ringgold High School 1981 — 1985
Brian Klucznik's Mellon Trust Experience January 1996 - July 1997
Job Vice President of Fiduciary Income Tax Services at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust June 2004 - October 2012
Brown Brothers Harriman July 1997 - April 2004
Mellon Trust January 1996 - July 1997
Skills
Fixed Income, Global Custody
Education
Boston College 1991 — 1995
BS, Accounting
Northern Trust November 2012 - Present
Northern Trust June 2004 - October 2012
Brown Brothers Harriman July 1997 - April 2004
Mellon Trust January 1996 - July 1997
Skills
Fixed Income, Global Custody
Education
Boston College 1991 — 1995
BS, Accounting
Kathy Nicholl's Mellon Trust Experience January 1995 - January 1997
Job AVP, Client Services Manager
Industry Financial Services
Experience
Old Mutual Asset Management Trust Company December 1999 - Present
United Asset Management Corporation January 1999 - January 2001
GRANTHAM MAYO VAN OTTERLOO & CO. LLC January 1997 - January 1999
Mellon Trust January 1995 - January 1997
Education
Saint Anselm College 1991 — 1995
Certificate, Human Relations and Work
SAINT ANSELM COLLEGE
Bachelor of Arts, Accounting
Old Mutual Asset Management Trust Company December 1999 - Present
United Asset Management Corporation January 1999 - January 2001
GRANTHAM MAYO VAN OTTERLOO & CO. LLC January 1997 - January 1999
Mellon Trust January 1995 - January 1997
Education
Saint Anselm College 1991 — 1995
Certificate, Human Relations and Work
SAINT ANSELM COLLEGE
Bachelor of Arts, Accounting
Edward Danhires's Mellon Trust Experience August 1992 - August 1996
Job Attorney at Law Office of Edward S. Danhires
Industry Legal Services
Experience
Law Office of Edward S. Danhires August 2003 - Present
Connell Foley LLP March 2000 - May 2003
Bank of New York September 1996 - January 2000
Mellon Trust August 1992 - August 1996
Skills
Commercial Real Estate, Corporate Law, Contract Negotiation, Finance, Foreclosures, Real Estate Development, Real Estate Transactions, Real Property, Residential Homes, Legal Writing, Real Estate
Education
Fordham University School of Law 1996 — 2000
J.D., Law
Robert Morris University 1994 — 1996
Masters of Business Administration
Pennsylvania State University 1988 — 1992
B.S., Economics
Law Office of Edward S. Danhires August 2003 - Present
Connell Foley LLP March 2000 - May 2003
Bank of New York September 1996 - January 2000
Mellon Trust August 1992 - August 1996
Skills
Commercial Real Estate, Corporate Law, Contract Negotiation, Finance, Foreclosures, Real Estate Development, Real Estate Transactions, Real Property, Residential Homes, Legal Writing, Real Estate
Education
Fordham University School of Law 1996 — 2000
J.D., Law
Robert Morris University 1994 — 1996
Masters of Business Administration
Pennsylvania State University 1988 — 1992
B.S., Economics
Jean Dorisca's Mellon Trust Experience March 1993 - March 1998
Job Experienced Asset Servicing Professional and NonProfit Executive
Industry Financial Services
Experience
United Nations Volunteers October 2009 - December 2009
Mellon Financial May 2000 - May 2002
Mellon Financial May 1999 - May 2000
Mellon Financial: Dreyfus Retirement Services March 1998 - May 1999
Mellon Trust March 1993 - March 1998
The Boston Company/Boston Safe Deposit & Trust October 1992 - March 1993
Skills
Analyzing data, Interviewing..., Supporting others, Analyzing problems, Creating meaningful and..., Knowledge of concepts..., Developing plans for..., Planning organizational..., Prioritizing work, Creating new ideas, Evaluating programs, Editing work, Coping with deadlines, Being thorough, Supervising employees, Writing reports, Checking for accuracy, Compiling statistics, Investigating problems, Locating missing..., Delegating..., Recommending courses of..., Interacting with people..., Program Evaluation, Supervising, Editing, Analysis, Business Analysis, Data Analysis, Delegation, Banking, Training, Individual Work, Process Improvement, Supporting Others, Program Management, Nonprofits, Interacting with People...
Education
School to be determined 2013 — 2016
Master of Physician Assistant, Medicine
University of Houston, Victoria 2006 — 2009
BAAS, Leadership & Enterprise
Northeastern University 1990 — 1992
International Business and Finance
Lycee Louis Joseph Janvier 1983 — 1988
United Nations Volunteers October 2009 - December 2009
Mellon Financial May 2000 - May 2002
Mellon Financial May 1999 - May 2000
Mellon Financial: Dreyfus Retirement Services March 1998 - May 1999
Mellon Trust March 1993 - March 1998
The Boston Company/Boston Safe Deposit & Trust October 1992 - March 1993
Skills
Analyzing data, Interviewing..., Supporting others, Analyzing problems, Creating meaningful and..., Knowledge of concepts..., Developing plans for..., Planning organizational..., Prioritizing work, Creating new ideas, Evaluating programs, Editing work, Coping with deadlines, Being thorough, Supervising employees, Writing reports, Checking for accuracy, Compiling statistics, Investigating problems, Locating missing..., Delegating..., Recommending courses of..., Interacting with people..., Program Evaluation, Supervising, Editing, Analysis, Business Analysis, Data Analysis, Delegation, Banking, Training, Individual Work, Process Improvement, Supporting Others, Program Management, Nonprofits, Interacting with People...
Education
School to be determined 2013 — 2016
Master of Physician Assistant, Medicine
University of Houston, Victoria 2006 — 2009
BAAS, Leadership & Enterprise
Northeastern University 1990 — 1992
International Business and Finance
Lycee Louis Joseph Janvier 1983 — 1988
Filanie warren-steele's Mellon Trust Experience June 2001 - August 2001
Job Consumer Loan Administrator at Members Plus Credit Union
Industry Banking
Experience
Park Lane Jewelry April 2015 - Present
Members Plus Credit Union January 2015 - Present
MembersPlus Credit Union September 2010 - Present
Members Plus Credit Union April 2013 - December 2014
Mellon Trust June 2001 - August 2001
Skills
Credit, Cross Selling, Retail Banking, Branch Banking, Credit Risk, Customer Service, Teller Operations, Opening New Accounts, Finance, Payments, Deposits, Mortgage Discharge
Education
Bunker Hill Community College
Criminal Justice
Charlestown High School
Park Lane Jewelry April 2015 - Present
Members Plus Credit Union January 2015 - Present
MembersPlus Credit Union September 2010 - Present
Members Plus Credit Union April 2013 - December 2014
Mellon Trust June 2001 - August 2001
Skills
Credit, Cross Selling, Retail Banking, Branch Banking, Credit Risk, Customer Service, Teller Operations, Opening New Accounts, Finance, Payments, Deposits, Mortgage Discharge
Education
Bunker Hill Community College
Criminal Justice
Charlestown High School
Claire Driscoll's Mellon Trust Experience January 1998 - January 2002
Job Senior Relationship Manager, Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Senior Relationship Manager, Vice PresidentBNY MellonJanuary 2011 - Present
Mellon Trust January 1998 - January 2002
The Boston Company March 1990 - 1998
Skills
Financial Services, Equities, Asset Management, Securities, Fixed Income, Mutual Funds, Bloomberg, Derivatives, Hedge Funds, Alternative Investments
Education
Salem State College 1985 — 1989
Bachelor of Science Degree in Business Administration, Finance, Economics
BNY Mellon Senior Relationship Manager, Vice PresidentBNY MellonJanuary 2011 - Present
Mellon Trust January 1998 - January 2002
The Boston Company March 1990 - 1998
Skills
Financial Services, Equities, Asset Management, Securities, Fixed Income, Mutual Funds, Bloomberg, Derivatives, Hedge Funds, Alternative Investments
Education
Salem State College 1985 — 1989
Bachelor of Science Degree in Business Administration, Finance, Economics
Shane Billings's Mellon Trust Experience October 1994 - January 1996
Job Social Studies Teacher / Department Chairperson / Coach at Fox Chapel Area School District
Industry Education Management
Experience
Fox Chapel Area School District August 1998 - Present
Carnegie Mellon University June 2004 - December 2005
Riverview School District August 1997 - June 1998
Mellon Trust October 1994 - January 1996
Skills
Teaching, Differentiated..., Lesson Planning, Department Budgeting, Football coaching, Track Coaching, Varsity girls softball..., NCAA Division III..., AAAA varsity football..., Middle School football..., Sports Coaching, Responsibility Training, Flipped Classroom..., Curriculum Design, Public Speaking, Curriculum Development, Classroom, Educational Technology, Analysis, Classroom Management, Data Analysis, Educational Leadership, Tutoring, Teacher Training, Higher Education, Program Development, K-12, Grant Writing, Staff Development, Community Outreach, Coaching, Nonprofits, Research, Editing, Leadership Development, Career Counseling, PowerPoint, Leadership
Education
Carnegie Mellon University 1990 — 1994
BS, Business and Economics
University of Pittsburgh 1996 — 1997
Masters in Arts and Teaching, Education
Fox Chapel Area School District August 1998 - Present
Carnegie Mellon University June 2004 - December 2005
Riverview School District August 1997 - June 1998
Mellon Trust October 1994 - January 1996
Skills
Teaching, Differentiated..., Lesson Planning, Department Budgeting, Football coaching, Track Coaching, Varsity girls softball..., NCAA Division III..., AAAA varsity football..., Middle School football..., Sports Coaching, Responsibility Training, Flipped Classroom..., Curriculum Design, Public Speaking, Curriculum Development, Classroom, Educational Technology, Analysis, Classroom Management, Data Analysis, Educational Leadership, Tutoring, Teacher Training, Higher Education, Program Development, K-12, Grant Writing, Staff Development, Community Outreach, Coaching, Nonprofits, Research, Editing, Leadership Development, Career Counseling, PowerPoint, Leadership
Education
Carnegie Mellon University 1990 — 1994
BS, Business and Economics
University of Pittsburgh 1996 — 1997
Masters in Arts and Teaching, Education
Christopher Royack's Mellon Trust Experience September 1998 - March 1999
Job Student at University of Massachusetts Boston
Industry Research
Experience
UMass Boston January 2010 - July 2010
BNY Mellon October 2009 - July 2010
Brown Brothers Harriman August 2002 - July 2010
Brown Brothers Harriman October 2000 - August 2002
State Street Bank March 1999 - April 2000
Mellon Trust September 1998 - March 1999
Dreyfus July 1998 - September 1998
Skills
Analysis, Training, Software Documentation, Account Reconciliation, Auditing, Research, Internal Audit, Tax, Credit, Data Analysis, Economics, Stata, Statistics, Financial Modeling, Access
Education
UMass Boston 2011 — 2013
Master of Arts (M.A.), History
Norwich University 1994 — 1998
Bachelor's degree, Political Science and Government
UMass Boston January 2010 - July 2010
BNY Mellon October 2009 - July 2010
Brown Brothers Harriman August 2002 - July 2010
Brown Brothers Harriman October 2000 - August 2002
State Street Bank March 1999 - April 2000
Mellon Trust September 1998 - March 1999
Dreyfus July 1998 - September 1998
Skills
Analysis, Training, Software Documentation, Account Reconciliation, Auditing, Research, Internal Audit, Tax, Credit, Data Analysis, Economics, Stata, Statistics, Financial Modeling, Access
Education
UMass Boston 2011 — 2013
Master of Arts (M.A.), History
Norwich University 1994 — 1998
Bachelor's degree, Political Science and Government
jamuna kote's Mellon Trust Experience January 1994 - October 1995
Job Financial Services Professional
Industry Financial Services
Experience
LeapFrog Systems March 2014 - Present
Fidelity Investments September 2010 - March 2013
Fidelity Investments June 2005 - August 2010
Fidelity Investments 1999 - 2005
Fidelity Investments 1995 - 1999
Mellon Trust January 1994 - October 1995
Skills
AS400 trading , SunGard...
Education
University of Mysore
Bachelor of Science (B.Sc.), Physics, Mathematics and Statistics
LeapFrog Systems March 2014 - Present
Fidelity Investments September 2010 - March 2013
Fidelity Investments June 2005 - August 2010
Fidelity Investments 1999 - 2005
Fidelity Investments 1995 - 1999
Mellon Trust January 1994 - October 1995
Skills
AS400 trading , SunGard...
Education
University of Mysore
Bachelor of Science (B.Sc.), Physics, Mathematics and Statistics