Pershing Company
Industry: Subsidiary
DescriptionPershing LLC is a subsidiary of The Bank of New York Mellon. Pershing has nearly $1 trillion in assets under administration. The Bank of New York Mellon has more than $25 trillion in assets in custody. CEO: Lisa Dolly Headquarters: Jersey City, New Jersey, United States COO: James T. Crowley Executive vice president: Brian Ruane (Bny Mellon) Parent organizations: Pershing Group LLC, Bank of New York, MELLON CAPITAL MANAGEMENT CORP Subsidiary: Pershing India Operational Services Private Limited
Pershing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pershing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pershing Salaries. You can even request information on how much does Pershing pay if you want to. Learn about salaries, pros and cons of working for Pershing 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!
835 Pershing employees in database. Find out everything there's to know about Pershing 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.
Pershing Employees
Employee
Years
Job
Industry
Neil DiCicco Neil DiCicco's Pershing Experience December 2007 - Present
Job Vice President of Digital Marketing at Pershing LLC, a BNY Mellon company
Industry Online Media
Experience
Pershing December 2007 - Present
WICKS Business Information April 2006 - October 2007
NYC Medical Examiners Office March 2006 - March 2007
Summit Business Media April 2006 - 2007
SourceMedia November 1997 - April 2006
AARP January 2005 - February 2006
Marymount Manhattan College September 2000 - May 2002
Fairchild Publishing January 1996 - October 1997
Skills
Marketing, Social Media, Digital Strategy, Strategic Planning, Product Development, New Media, Web Analytics, Email Marketing, Online Advertising, Content Strategy, Content Management, Marketing Strategy, Public Speaking, Advertising, Digital Marketing, Analytics, Social Media Marketing, Digital Media, Creative Direction, Interactive Marketing
Education
School of Visual Arts 2000 — 2002
City University of New York-Brooklyn College 1993 — 1997
BFA, Fine Arts
Pershing December 2007 - Present
WICKS Business Information April 2006 - October 2007
NYC Medical Examiners Office March 2006 - March 2007
Summit Business Media April 2006 - 2007
SourceMedia November 1997 - April 2006
AARP January 2005 - February 2006
Marymount Manhattan College September 2000 - May 2002
Fairchild Publishing January 1996 - October 1997
Skills
Marketing, Social Media, Digital Strategy, Strategic Planning, Product Development, New Media, Web Analytics, Email Marketing, Online Advertising, Content Strategy, Content Management, Marketing Strategy, Public Speaking, Advertising, Digital Marketing, Analytics, Social Media Marketing, Digital Media, Creative Direction, Interactive Marketing
Education
School of Visual Arts 2000 — 2002
City University of New York-Brooklyn College 1993 — 1997
BFA, Fine Arts
Rolanda Miles Rolanda Miles's Pershing Experience October 2006 - January 2009
Job Administrative Assistant
Industry Executive Office
Experience
New York State Department of Health May 2014 - Present
Alorica March 2010 - March 2013
Pershing October 2006 - January 2009
Westat August 2002 - May 2006
Kingsbrook Jewish Medical Center November 1995 - August 2002
Skills
Data Entry, Outlook, Administrative..., Lotus Notes, Process Scheduler, Customer Service, Microsoft Word, Microsoft Excel, Management, Inventory Management, Database Administration, Troubleshooting, Project Planning, Confidentiality, Microsoft Publisher
Education
Strayer University 2010 — 2012
Bachelors, Human Resource Management
American InterContinental University 2003 — 2005
Associates, Business Administration
New York State Department of Health May 2014 - Present
Alorica March 2010 - March 2013
Pershing October 2006 - January 2009
Westat August 2002 - May 2006
Kingsbrook Jewish Medical Center November 1995 - August 2002
Skills
Data Entry, Outlook, Administrative..., Lotus Notes, Process Scheduler, Customer Service, Microsoft Word, Microsoft Excel, Management, Inventory Management, Database Administration, Troubleshooting, Project Planning, Confidentiality, Microsoft Publisher
Education
Strayer University 2010 — 2012
Bachelors, Human Resource Management
American InterContinental University 2003 — 2005
Associates, Business Administration
Mary Anne Kochut Mary Anne Kochut's Pershing Experience April 2006 - March 2010
Job Managing Director at Champions for Success, Motivational Speaker& Author, Adjunct Professor
Industry Human Resources
Experience
Champions for Success, LLC March 2011 - Present
Essex County College 2013 - Present
Passaic County Community College September 2011 - Present
NJ ODN Member (Professional Networking Group) June 1998 - Present
Professional Service Group September 2010 - April 2011
Pershing April 2006 - March 2010
Leadership Possibilities June 1998 - April 2006
Dick Stone Group 2002 - 2004
Fairleigh Dickinson University January 2001 - May 2001
AT&T January 1989 - January 1998
Skills
Leadership Development, Instructional Design, Team Building, Workshop Facilitation, Management Development, Change Management, Customer Service, Negotiation, Supervision, Group Dynamics, Coaching, Succession Planning, Organizational..., MBTI, Career Development, Organizational..., Employee Relations, Executive Coaching, Staff Development, Employee Engagement, Management, Training, Training Delivery, Project Management, Time Management, Leadership, Teaching, Learning Management, Career Counseling, Adult Education, Public Speaking, Employee Training, Program Management, Conflict Resolution, Management Consulting, Human Resources, Performance Management, Consulting, Executive Development, Culture Change, E-Learning, Personal Development, 360 Feedback, Needs Analysis, Organizational Design, Talent Management, Recruiting, Strategy, Project Planning, Policy
Education
American University 1997 — 1999
M.S; Applied Behavioral Science, Organization Development
AU/NTL Masters Degree in Organization Development
NPHS
Champions for Success, LLC March 2011 - Present
Essex County College 2013 - Present
Passaic County Community College September 2011 - Present
NJ ODN Member (Professional Networking Group) June 1998 - Present
Professional Service Group September 2010 - April 2011
Pershing April 2006 - March 2010
Leadership Possibilities June 1998 - April 2006
Dick Stone Group 2002 - 2004
Fairleigh Dickinson University January 2001 - May 2001
AT&T January 1989 - January 1998
Skills
Leadership Development, Instructional Design, Team Building, Workshop Facilitation, Management Development, Change Management, Customer Service, Negotiation, Supervision, Group Dynamics, Coaching, Succession Planning, Organizational..., MBTI, Career Development, Organizational..., Employee Relations, Executive Coaching, Staff Development, Employee Engagement, Management, Training, Training Delivery, Project Management, Time Management, Leadership, Teaching, Learning Management, Career Counseling, Adult Education, Public Speaking, Employee Training, Program Management, Conflict Resolution, Management Consulting, Human Resources, Performance Management, Consulting, Executive Development, Culture Change, E-Learning, Personal Development, 360 Feedback, Needs Analysis, Organizational Design, Talent Management, Recruiting, Strategy, Project Planning, Policy
Education
American University 1997 — 1999
M.S; Applied Behavioral Science, Organization Development
AU/NTL Masters Degree in Organization Development
NPHS
Jason Mariano Jason Mariano's Pershing Experience April 2007 - May 2009
Job Financial Services at American Express
Industry Financial Services
Experience
American Express OwnerUnder Pressure H20 Roof & Exterior CleaningMay 2009 - Present
Martells SeaBreeze (Tiki) February 2002 - September 2011
Pershing April 2007 - May 2009
AIG March 2006 - December 2006
Merrill Lynch September 2002 - December 2005
Skills
Financial Statements, Management, QuickBooks, Managerial Finance, Public Speaking, Budgets, Team Building, Strategic Planning, Leadership, Sales Management, Financial Analysis, Customer Service, Finance, Social Media, Sales
Education
Arizona State University
American Express OwnerUnder Pressure H20 Roof & Exterior CleaningMay 2009 - Present
Martells SeaBreeze (Tiki) February 2002 - September 2011
Pershing April 2007 - May 2009
AIG March 2006 - December 2006
Merrill Lynch September 2002 - December 2005
Skills
Financial Statements, Management, QuickBooks, Managerial Finance, Public Speaking, Budgets, Team Building, Strategic Planning, Leadership, Sales Management, Financial Analysis, Customer Service, Finance, Social Media, Sales
Education
Arizona State University
Andre Roman Andre Roman's Pershing Experience June 2006 - August 2006
Job Team Leader at Whole Foods Market
Industry Food & Beverages
Experience
Whole Foods Market September 2013 - Present
Whole Foods Market October 2011 - September 2013
Whole Foods Market February 2011 - September 2011
Bank of New York Mellon June 2007 - August 2007
Pershing June 2006 - August 2006
Skills
Brand Management, Marketing, Merchandising, Retail, Inventory Management, Sales, Specialty Retail, Specialty Coffee, Purchasing, Coffee Roasting, Grocery, Private Label, Market Research, Microsoft Excel, Craft Beer, Cheese, Food & Beverage, Budgets, Marketing Strategy, Management, Leadership
Education
Babson College 2005 — 2009
BS, Business Management and Marketing
Whole Foods Market September 2013 - Present
Whole Foods Market October 2011 - September 2013
Whole Foods Market February 2011 - September 2011
Bank of New York Mellon June 2007 - August 2007
Pershing June 2006 - August 2006
Skills
Brand Management, Marketing, Merchandising, Retail, Inventory Management, Sales, Specialty Retail, Specialty Coffee, Purchasing, Coffee Roasting, Grocery, Private Label, Market Research, Microsoft Excel, Craft Beer, Cheese, Food & Beverage, Budgets, Marketing Strategy, Management, Leadership
Education
Babson College 2005 — 2009
BS, Business Management and Marketing
Anthon Grant Anthon Grant's Pershing Experience August 2008 - June 2010
Job Vice President: Financial Processes at Citigroup
Industry Financial Services
Experience
Citigroup September 2010 - Present
Pershing August 2008 - June 2010
Sumitomo Mitsui Banking Corporation February 2006 - August 2008
Carver Federal Savings Bank November 2000 - January 2006
Skills
Business Analysis, Banking, SDLC, Process Improvement, Equities, Program Management, Analysis, Project Management, Microsoft Excel, Business Intelligence, Software Project..., Mutual Funds, Risk Management, Microsoft Office, Customer Service
Education
Walden University 2008 — 2010
MBA, Business Administration
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Computer Information Systems
Citigroup September 2010 - Present
Pershing August 2008 - June 2010
Sumitomo Mitsui Banking Corporation February 2006 - August 2008
Carver Federal Savings Bank November 2000 - January 2006
Skills
Business Analysis, Banking, SDLC, Process Improvement, Equities, Program Management, Analysis, Project Management, Microsoft Excel, Business Intelligence, Software Project..., Mutual Funds, Risk Management, Microsoft Office, Customer Service
Education
Walden University 2008 — 2010
MBA, Business Administration
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Computer Information Systems
Martha L. DePaola Martha L. DePaola's Pershing Experience January 2000 - October 2004
Job Accounting Manager at inVentiv Health
Industry Accounting
Experience
inVentiv Health June 2011 - Present
Lightspeed Research March 2010 - July 2011
Realogy Franchise Group October 2008 - October 2009
Avaya August 2008 - October 2008
Avaya November 2007 - August 2008
Hewlett-Packard Financial Services November 2004 - August 2007
Pershing January 2000 - October 2004
GIORDANO, COHEN January 1993 - January 1999
Giordano Cohen Shafman and Haymann 1993 - 1999
CARUSO & COMPANY January 1992 - January 1993
Skills
Financial Analysis, Financial Reporting, Financial Audits, Analysis, Process Improvement, Corporate Finance, Financial Modeling, General Ledger, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Consolidation, Finance, US GAAP, Hyperion Enterprise, Managerial Finance, Internal Controls, Financial Accounting, Forecasting, Revenue Recognition, Auditing, Account Reconciliation, Financial Planning, Hyperion
Education
Caldwell University
Bachelor's Degree, Accounting, minor in Finance
inVentiv Health June 2011 - Present
Lightspeed Research March 2010 - July 2011
Realogy Franchise Group October 2008 - October 2009
Avaya August 2008 - October 2008
Avaya November 2007 - August 2008
Hewlett-Packard Financial Services November 2004 - August 2007
Pershing January 2000 - October 2004
GIORDANO, COHEN January 1993 - January 1999
Giordano Cohen Shafman and Haymann 1993 - 1999
CARUSO & COMPANY January 1992 - January 1993
Skills
Financial Analysis, Financial Reporting, Financial Audits, Analysis, Process Improvement, Corporate Finance, Financial Modeling, General Ledger, Accounting, Sarbanes-Oxley Act, Strategic Financial..., Variance Analysis, Consolidation, Finance, US GAAP, Hyperion Enterprise, Managerial Finance, Internal Controls, Financial Accounting, Forecasting, Revenue Recognition, Auditing, Account Reconciliation, Financial Planning, Hyperion
Education
Caldwell University
Bachelor's Degree, Accounting, minor in Finance
Adela Daniels Adela Daniels's Pershing Experience 1998 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Primerica November 2007 - Present
Pershing 1998 - 2006
Education
Baruch College 1994 — 1996
Bachelor's degree, International Business Marketing
Queensborough Community College
Primerica November 2007 - Present
Pershing 1998 - 2006
Education
Baruch College 1994 — 1996
Bachelor's degree, International Business Marketing
Queensborough Community College
Danilo Pena Danilo Pena's Pershing Experience June 2000 - May 2004
Job Client Accountant at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Marketing and Advertising
Experience
Bank of Tokyo-Mitsubishi UFJ March 2014 - March 2014
Universal Marine Medical Supply International LLC March 2014 - March 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2010 - August 2013
Weil, Gotshal & Manges July 2007 - September 2010
Staten Island Physician Practice July 2006 - July 2007
Morgan Stanley May 2004 - July 2006
Pershing June 2000 - May 2004
Skills
Accounting, General Ledger, Microsoft Excel, Outlook, Account Reconciliation, Microsoft Word, Microsoft Office, Customer Service, Financial Statements, QuickBooks, Analysis, Financial Accounting, Account Management, Access, Corporate Finance, Finance, Financial Analysis
Education
City University of New York-College of Staten Island 1996 — 2002
Bachelors, Accounting
Bank of Tokyo-Mitsubishi UFJ March 2014 - March 2014
Universal Marine Medical Supply International LLC March 2014 - March 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2010 - August 2013
Weil, Gotshal & Manges July 2007 - September 2010
Staten Island Physician Practice July 2006 - July 2007
Morgan Stanley May 2004 - July 2006
Pershing June 2000 - May 2004
Skills
Accounting, General Ledger, Microsoft Excel, Outlook, Account Reconciliation, Microsoft Word, Microsoft Office, Customer Service, Financial Statements, QuickBooks, Analysis, Financial Accounting, Account Management, Access, Corporate Finance, Finance, Financial Analysis
Education
City University of New York-College of Staten Island 1996 — 2002
Bachelors, Accounting
Jeff Planty Jeff Planty's Pershing Experience January 1979 - December 1989
Job Senior Vice President of Business Development at Royal Alliance Associates, Inc.
Industry Financial Services
Experience
Royal Alliance September 2013 - Present
Royal Alliance September 2011 - September 2013
AIG Advisor Group January 2008 - September 2011
Royal Alliance Associates Inc March 1990 - January 2008
Pershing January 1979 - December 1989
Skills
Series 7, Series 63, Asset Management, Investments, Series 24, FINRA, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Series 99
Education
City University of New York 1974 — 1976
Royal Alliance September 2013 - Present
Royal Alliance September 2011 - September 2013
AIG Advisor Group January 2008 - September 2011
Royal Alliance Associates Inc March 1990 - January 2008
Pershing January 1979 - December 1989
Skills
Series 7, Series 63, Asset Management, Investments, Series 24, FINRA, Retirement Planning, Strategic Financial..., Asset Allocation, Portfolio Management, Fixed Income, Alternative Investments, Series 99
Education
City University of New York 1974 — 1976
James Manfredi James Manfredi's Pershing Experience 1997 - 2011
Job Mail Services/Office Services Professional in Transition Actively Seeking Opportunities
Industry Financial Services
Experience
Neighbors-helping-Neighbors Career Transition Support and Networking Group December 2011 - Present
Pershing 1997 - 2011
Newsweek 1984 - 1997
Skills
Process Improvement, Customer Relations, Problem Solving, Strategic Planning, Change Management, Customer Service, Team Leadership, Vendor Relations, Microsoft Office, Management, Budgets, Team Building, Operations Management, Business Planning, Negotiation, Vendor Management, Risk Management, Networking, Business Analysis, Training, Program Management, Strategy, Project Management, Performance Management, Databases, Customer Satisfaction, Human Resources, Recruiting, Leadership Development, Employee Relations, Analysis, Coaching, Organizational..., CRM, Business Process...
Education
Bergen Community College 1984 — 1986
Computer Science Course work
Neighbors-helping-Neighbors Career Transition Support and Networking Group December 2011 - Present
Pershing 1997 - 2011
Newsweek 1984 - 1997
Skills
Process Improvement, Customer Relations, Problem Solving, Strategic Planning, Change Management, Customer Service, Team Leadership, Vendor Relations, Microsoft Office, Management, Budgets, Team Building, Operations Management, Business Planning, Negotiation, Vendor Management, Risk Management, Networking, Business Analysis, Training, Program Management, Strategy, Project Management, Performance Management, Databases, Customer Satisfaction, Human Resources, Recruiting, Leadership Development, Employee Relations, Analysis, Coaching, Organizational..., CRM, Business Process...
Education
Bergen Community College 1984 — 1986
Computer Science Course work
Dan Grzejka Dan Grzejka's Pershing Experience June 1996 - May 1998
Job Technical Project Manager III at TD Bank
Industry Information Technology and Services
Experience
TD Bank April 2015 - Present
Metro Solutions March 2012 - August 2014
DEM IT Consulting Services February 2009 - February 2012
UBS Wealth Management May 1998 - July 2008
Pershing June 1996 - May 1998
United Parcel Service 1996 - 1998
UPS 1993 - 1996
Education
Chubb Institute 1991 — 1992
Dilpoma, Computer Programming
City University of New York-College of Staten Island 1988 — 1991
Management / Computer Science
TD Bank April 2015 - Present
Metro Solutions March 2012 - August 2014
DEM IT Consulting Services February 2009 - February 2012
UBS Wealth Management May 1998 - July 2008
Pershing June 1996 - May 1998
United Parcel Service 1996 - 1998
UPS 1993 - 1996
Education
Chubb Institute 1991 — 1992
Dilpoma, Computer Programming
City University of New York-College of Staten Island 1988 — 1991
Management / Computer Science
Genesis Garcia Genesis Garcia's Pershing Experience June 2011 - August 2011
Job Associate, Global Marketing
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2014 - Present
Pershing, A BNY Mellon Company September 2012 - January 2014
Barnard College January 2011 - May 2012
Pershing June 2011 - August 2011
Pershing June 2010 - August 2010
City at Peace-National June 2009 - August 2009
New York Public Library September 2006 - August 2008
Skills
Spanish, French, Microsoft Office, Word, Non-profits, Excel, Social Media, English, PowerPoint, Writing, Event Planning, Data Entry, Community Outreach, Research, Training, Public Speaking, Volunteer Management, Analysis, Human Resources, International Relations, Marketing, Strategy, Strategic Planning, Data Analysis, Social Networking, Microsoft Excel, Nonprofits
Education
Barnard College 2008 — 2012
Sociology, Sociology
Columbia University in the City of New York 2008 — 2012
School for International Training 2011 — 2011
International Studies and Multilateral Diplomacy (Switzerland), Junior
Pershing, a BNY Mellon company January 2014 - Present
Pershing, A BNY Mellon Company September 2012 - January 2014
Barnard College January 2011 - May 2012
Pershing June 2011 - August 2011
Pershing June 2010 - August 2010
City at Peace-National June 2009 - August 2009
New York Public Library September 2006 - August 2008
Skills
Spanish, French, Microsoft Office, Word, Non-profits, Excel, Social Media, English, PowerPoint, Writing, Event Planning, Data Entry, Community Outreach, Research, Training, Public Speaking, Volunteer Management, Analysis, Human Resources, International Relations, Marketing, Strategy, Strategic Planning, Data Analysis, Social Networking, Microsoft Excel, Nonprofits
Education
Barnard College 2008 — 2012
Sociology, Sociology
Columbia University in the City of New York 2008 — 2012
School for International Training 2011 — 2011
International Studies and Multilateral Diplomacy (Switzerland), Junior
Thomas Sholes Thomas Sholes's Pershing Experience July 2010 - Present
Job Managing Director at Pershing
Industry Financial Services
Experience
Pershing July 2010 - Present
PNC Global Investment Servicing 2000 - 2010
Federated Investors, Inc. 1986 - 1999
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
Penn State University
Bachelor of Science (B.S.), Finance
Pershing July 2010 - Present
PNC Global Investment Servicing 2000 - 2010
Federated Investors, Inc. 1986 - 1999
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
Penn State University
Bachelor of Science (B.S.), Finance
James Chin James Chin's Pershing Experience June 2008 - August 2008
Job Trader at Kershner Trading Group
Industry Financial Services
Experience
Kershner Trading Group September 2013 - Present
Arrowstreet Capital July 2012 - March 2013
John Hancock Life Insurance Company (U.S.A.) January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Pershing June 2008 - August 2008
Skills
Leadership, Strategy, Competitive Analysis, Mutual Funds, Training, Access, Business Strategy, Accounting, Social Media, Portfolio Management, Customer Service, Project Planning
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance & Accounting
American College of Thessaloniki
Northeastern University Freshman Study Abroad Program
Northern Burlington
Northern Burlington
Northern Burlington
Kershner Trading Group September 2013 - Present
Arrowstreet Capital July 2012 - March 2013
John Hancock Life Insurance Company (U.S.A.) January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Pershing June 2008 - August 2008
Skills
Leadership, Strategy, Competitive Analysis, Mutual Funds, Training, Access, Business Strategy, Accounting, Social Media, Portfolio Management, Customer Service, Project Planning
Education
Northeastern University 2008 — 2013
Bachelor of Science in Business Administration, Dual Concentration in Finance & Accounting
American College of Thessaloniki
Northeastern University Freshman Study Abroad Program
Northern Burlington
Northern Burlington
Northern Burlington
Brian Escobedo Brian Escobedo's Pershing Experience November 2009 - July 2010
Job Portfolio Manager
Industry Financial Services
Experience
Highland Capital Management, LLC November 2014 - Present
Capital Guardian LLC February 2014 - June 2014
Susquehanna International Group June 2010 - January 2014
Pershing November 2009 - July 2010
Morgan Stanley September 2007 - October 2009
Skills
Series 7, Equities, Bloomberg, Fixed Income, Series 63, Securities, Capital Markets, Bonds, Trading, Electronic Trading, Options, Portfolio Management, Derivatives, Hedge Funds, Trading Systems, Equity Trading, Proprietary Trading, ETFs
Education
Bowling Green State University 2000 — 2004
BS, Finance
Highland Capital Management, LLC November 2014 - Present
Capital Guardian LLC February 2014 - June 2014
Susquehanna International Group June 2010 - January 2014
Pershing November 2009 - July 2010
Morgan Stanley September 2007 - October 2009
Skills
Series 7, Equities, Bloomberg, Fixed Income, Series 63, Securities, Capital Markets, Bonds, Trading, Electronic Trading, Options, Portfolio Management, Derivatives, Hedge Funds, Trading Systems, Equity Trading, Proprietary Trading, ETFs
Education
Bowling Green State University 2000 — 2004
BS, Finance
Erin P. Capuano's Pershing Experience April 2006 - March 2009
Job Call Center Manager at Akademos, Inc.
Industry Consumer Services
Experience
Textbookx.com August 2011 - Present
Akademos, Inc. August 2011 - Present
www.erinpcapuano.com 2000 - Present
UBS Investment Bank March 2010 - December 2010
Pershing April 2006 - March 2009
Lilith's Child Webzine lilithschild.net January 2000 - January 2006
Barnes & Noble, Inc. June 1996 - July 2004
United Retail Service 2003 - 2004
Consumer Guide Show August 2000 - July 2001
Skills
Copywriting, Editing, Customer Service, Social Media, Creative Writing, Microsoft Office, Publishing, Press Releases, Leadership, Online Research, Retail, Copy Editing, Newsletters, Call Center, Customer Experience, Online Journalism, Call Centers, Typing, Internet Research, Presentations, Twitter Marketing, Facebook Marketing, Tumblr, Pinterest, Online Marketing, Management, Higher Education, Textbooks, Client Services, Smartphones
Education
William Paterson University of New Jersey 1998 — 1999
N/A, English Writing
Bergen Community College 1995 — 1998
Associates Degree, English Literature
Lodi High School 1991 — 1995
High School Diploma, 9-12
Textbookx.com August 2011 - Present
Akademos, Inc. August 2011 - Present
www.erinpcapuano.com 2000 - Present
UBS Investment Bank March 2010 - December 2010
Pershing April 2006 - March 2009
Lilith's Child Webzine lilithschild.net January 2000 - January 2006
Barnes & Noble, Inc. June 1996 - July 2004
United Retail Service 2003 - 2004
Consumer Guide Show August 2000 - July 2001
Skills
Copywriting, Editing, Customer Service, Social Media, Creative Writing, Microsoft Office, Publishing, Press Releases, Leadership, Online Research, Retail, Copy Editing, Newsletters, Call Center, Customer Experience, Online Journalism, Call Centers, Typing, Internet Research, Presentations, Twitter Marketing, Facebook Marketing, Tumblr, Pinterest, Online Marketing, Management, Higher Education, Textbooks, Client Services, Smartphones
Education
William Paterson University of New Jersey 1998 — 1999
N/A, English Writing
Bergen Community College 1995 — 1998
Associates Degree, English Literature
Lodi High School 1991 — 1995
High School Diploma, 9-12
Ericka Fong Ericka Fong's Pershing Experience November 1999 - November 2001
Job Administrative Coordinator at Weill Cornell Medical College
Industry Higher Education
Experience
Weill Cornell Medical College December 2013 - Present
Weill Cornell Medical College August 2011 - Present
Weill Cornell Medical College November 2001 - August 2011
Pershing November 1999 - November 2001
Skills
Data Analysis, Microsoft Excel, Data Entry, Outlook, Access, Higher Education, Spanish, Photoshop, Analysis, Customer Service, Event Planning, Healthcare, Project Management, Coaching
Education
Borough of Manhattan Community College 2002 — 2005
High School of Fashion Industries 1995 — 1999
High School Diploma, Illustration
Weill Cornell Medical College December 2013 - Present
Weill Cornell Medical College August 2011 - Present
Weill Cornell Medical College November 2001 - August 2011
Pershing November 1999 - November 2001
Skills
Data Analysis, Microsoft Excel, Data Entry, Outlook, Access, Higher Education, Spanish, Photoshop, Analysis, Customer Service, Event Planning, Healthcare, Project Management, Coaching
Education
Borough of Manhattan Community College 2002 — 2005
High School of Fashion Industries 1995 — 1999
High School Diploma, Illustration
Evan Zacharias's Pershing Experience March 2011 - September 2011
Job CEO/Founding Member at Nigel Ponce Holdings, LLC
Industry Investment Management
Experience
Babson College August 2015 - Present
Nigel Ponce Holdings, LLC June 2012 - Present
US Marine Corps - Reserve November 2008 - Present
Firestone Financial June 2014 - December 2014
J.P. Morgan April 2012 - January 2014
Pershing March 2011 - September 2011
StreetOne Financial March 2010 - February 2011
United States Marine Corps - Active Duty January 2004 - January 2008
Skills
Account Reconciliation, Microsoft Office, Finance, Database Administration, System Administration, Bloomberg, Microsoft Excel, Risk Management, Asset Managment, Analysis, Investments, Securities, Banking, Portfolio Management, Trading, Accounting, Credit, Asset Management, Microsoft Word, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Villanova University 2008 — 2010
Bachelors, Finance
University of Colorado Boulder 2000 — 2002
Economics
Babson College August 2015 - Present
Nigel Ponce Holdings, LLC June 2012 - Present
US Marine Corps - Reserve November 2008 - Present
Firestone Financial June 2014 - December 2014
J.P. Morgan April 2012 - January 2014
Pershing March 2011 - September 2011
StreetOne Financial March 2010 - February 2011
United States Marine Corps - Active Duty January 2004 - January 2008
Skills
Account Reconciliation, Microsoft Office, Finance, Database Administration, System Administration, Bloomberg, Microsoft Excel, Risk Management, Asset Managment, Analysis, Investments, Securities, Banking, Portfolio Management, Trading, Accounting, Credit, Asset Management, Microsoft Word, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Villanova University 2008 — 2010
Bachelors, Finance
University of Colorado Boulder 2000 — 2002
Economics
John Piazza John Piazza's Pershing Experience January 2003 - November 2004
Job Senior Vice President, Sales and Trading, CRT Capital Group LLC
Industry Financial Services
Experience
CRT Capital Group November 2004 - Present
Beer Mug Sports LLC January 2012 - Present
Pershing January 2003 - November 2004
Pershing December 2000 - December 2002
Skills
Options, Operations Management, Bankruptcy, Distressed Debt, Bloomberg, High Yield, Trading, Equities, Private Placements, Securities, Alternative Investments, Financial Analysis, Derivatives, Capital Markets, Trading Systems, Hedge Funds
Education
Saint Peter's University 2003 — 2005
MBA, Finance
Brooklyn College 1997 — 2000
Bachelor of Science (BS), Business/Managerial Economics
CRT Capital Group November 2004 - Present
Beer Mug Sports LLC January 2012 - Present
Pershing January 2003 - November 2004
Pershing December 2000 - December 2002
Skills
Options, Operations Management, Bankruptcy, Distressed Debt, Bloomberg, High Yield, Trading, Equities, Private Placements, Securities, Alternative Investments, Financial Analysis, Derivatives, Capital Markets, Trading Systems, Hedge Funds
Education
Saint Peter's University 2003 — 2005
MBA, Finance
Brooklyn College 1997 — 2000
Bachelor of Science (BS), Business/Managerial Economics
Sheila Nishanian-Mahon Sheila Nishanian-Mahon's Pershing Experience March 2011 - May 2011
Job Sr. Executive Assitant Office of the General Counsel at KPMG US
Industry Financial Services
Experience
KPMG US August 2013 - Present
WILD BIRD FUND September 2010 - October 2013
High 5 Games April 2012 - July 2012
Wells Fargo Advisors August 2011 - February 2012
Wells Fargo June 2011 - July 2011
PERSHING March 2011 - May 2011
UNITED STATES CENSUS BUREAU April 2010 - June 2010
Deloitte June 2004 - May 2009
AMERICAN EXPRESS TAX & BUSINESS SERVICES January 2004 - March 2004
Legal Options (Paul Weiss) September 2003 - November 2003
Skills
Administrative Support, Microsoft Office, Business Travel, Community Service, Lotus Notes, Animal Welfare, Pet Care, Concur, Volunteer Coordination, Paralegal, Customer Relations, Teamwork, Event Planning, Data Entry, Problem Solving, Administrative..., Customer Service, Office Management, Community Outreach, Outlook, Volunteer Management, Birds, Pets, Spreadsheets, Time Management, Social Networking, Social Media, Organization, Facebook, Wildlife
Education
New York Paralegal School 2001 — 2002
City University of New York-Hunter College
BA, Political Science/Pre Law
KPMG US August 2013 - Present
WILD BIRD FUND September 2010 - October 2013
High 5 Games April 2012 - July 2012
Wells Fargo Advisors August 2011 - February 2012
Wells Fargo June 2011 - July 2011
PERSHING March 2011 - May 2011
UNITED STATES CENSUS BUREAU April 2010 - June 2010
Deloitte June 2004 - May 2009
AMERICAN EXPRESS TAX & BUSINESS SERVICES January 2004 - March 2004
Legal Options (Paul Weiss) September 2003 - November 2003
Skills
Administrative Support, Microsoft Office, Business Travel, Community Service, Lotus Notes, Animal Welfare, Pet Care, Concur, Volunteer Coordination, Paralegal, Customer Relations, Teamwork, Event Planning, Data Entry, Problem Solving, Administrative..., Customer Service, Office Management, Community Outreach, Outlook, Volunteer Management, Birds, Pets, Spreadsheets, Time Management, Social Networking, Social Media, Organization, Facebook, Wildlife
Education
New York Paralegal School 2001 — 2002
City University of New York-Hunter College
BA, Political Science/Pre Law
Arielle Weiner Arielle Weiner's Pershing Experience June 2008 - August 2008
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs July 2011 - December 2014
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Pershing June 2008 - August 2008
Congressman Frank Pallone, Congressional Office June 2005 - August 2005
Skills
Bloomberg, Financial Modeling, Morningstar, Strategic Insights, Investment Management, Mutual Funds, Capital IQ, Bloomberg Terminal, Alternative Investments, Fund Of Funds, Equity Derivatives, GIPS Compliance, ETFs, Closed-end Funds, MLP, BDCs, Fixed Income, Equities, Money Market Funds, Quantitative Investment..., 1940 Act, Microsoft Excel, Investments, Portfolio Management, Data Analysis, Financial Reporting, Finance, Microsoft Office, Analysis, PowerPoint
Education
Bentley University 2007 — 2011
Bachelor of Science
Universitat Pompeu Fabra 2008 — 2008
Goldman Sachs January 2015 - Present
Goldman Sachs July 2011 - December 2014
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Pershing June 2008 - August 2008
Congressman Frank Pallone, Congressional Office June 2005 - August 2005
Skills
Bloomberg, Financial Modeling, Morningstar, Strategic Insights, Investment Management, Mutual Funds, Capital IQ, Bloomberg Terminal, Alternative Investments, Fund Of Funds, Equity Derivatives, GIPS Compliance, ETFs, Closed-end Funds, MLP, BDCs, Fixed Income, Equities, Money Market Funds, Quantitative Investment..., 1940 Act, Microsoft Excel, Investments, Portfolio Management, Data Analysis, Financial Reporting, Finance, Microsoft Office, Analysis, PowerPoint
Education
Bentley University 2007 — 2011
Bachelor of Science
Universitat Pompeu Fabra 2008 — 2008
Preetha Sankar Preetha Sankar's Pershing Experience October 2011 - July 2014
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company August 2014 - December 2014
Pershing October 2011 - July 2014
Pershing December 2009 - October 2011
Fulcrum Logic May 2009 - July 2009
Packeteer May 2006 - October 2008
Tacit Networks January 2006 - May 2006
Mobiliti December 2004 - December 2005
Horizon Companies 1999 - 2003
Tata Consultancy Services November 1997 - December 1998
Skills
SDLC, Business Analysis, Software Project..., Agile Methodologies, Requirements Analysis, PMP, Program Management, Project Management, PMO, Process Improvement, Visio
Education
Rutgers University-New Brunswick 2004 — 2008
MBA, Finance
Cochin University of Science and Technology 1994 — 1997
MCA, Computer science
University of Hyderabad 1992 — 1993
DCA, Computer science
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company August 2014 - December 2014
Pershing October 2011 - July 2014
Pershing December 2009 - October 2011
Fulcrum Logic May 2009 - July 2009
Packeteer May 2006 - October 2008
Tacit Networks January 2006 - May 2006
Mobiliti December 2004 - December 2005
Horizon Companies 1999 - 2003
Tata Consultancy Services November 1997 - December 1998
Skills
SDLC, Business Analysis, Software Project..., Agile Methodologies, Requirements Analysis, PMP, Program Management, Project Management, PMO, Process Improvement, Visio
Education
Rutgers University-New Brunswick 2004 — 2008
MBA, Finance
Cochin University of Science and Technology 1994 — 1997
MCA, Computer science
University of Hyderabad 1992 — 1993
DCA, Computer science
Jenny Dube Jenny Dube's Pershing Experience May 2007 - August 2007
Job Sales Recruiter at Quantcast
Industry Staffing and Recruiting
Experience
Quantcast April 2014 - Present
Google September 2013 - April 2014
AOL August 2012 - August 2013
Citi June 2011 - August 2012
Lucas Group September 2010 - June 2011
Tower Legal Staffing, Inc. February 2010 - September 2010
FNC New York November 2008 - February 2010
Pershing May 2007 - August 2007
Law Offices of Van Leer & Greenberg May 2006 - August 2006
Paul, Weiss, Rifkind, Wharton & Garrison, LLP 2003 - 2005
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Sourcing, Social Networking
Education
New York Law School 2005 — 2008
New York University 2000 — 2003
BA
City University of New York-Brooklyn College 1998 — 2000
Quantcast April 2014 - Present
Google September 2013 - April 2014
AOL August 2012 - August 2013
Citi June 2011 - August 2012
Lucas Group September 2010 - June 2011
Tower Legal Staffing, Inc. February 2010 - September 2010
FNC New York November 2008 - February 2010
Pershing May 2007 - August 2007
Law Offices of Van Leer & Greenberg May 2006 - August 2006
Paul, Weiss, Rifkind, Wharton & Garrison, LLP 2003 - 2005
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Onboarding, Sourcing, Social Networking
Education
New York Law School 2005 — 2008
New York University 2000 — 2003
BA
City University of New York-Brooklyn College 1998 — 2000
Allen Burack's Pershing Experience 1997 - 2000
Job
Industry Retail
Experience
Computer Generated Solutions July 2014 - Present
Toys R Us July 2010 - July 2014
J.Crew July 2008 - August 2010
Medco July 2000 - July 2008
Pershing 1997 - 2000
Wall Street Access 1996 - 1997
BMG Columbia House (BDD) 1993 - 1996
MTV Networks 1991 - 1993
Skills
Integration, Project Management, Change Management, Network Security, IT Strategy, IT Management, Leadership, Strategy, Vendor Management, Disaster Recovery, Mentoring, ITIL, Team Leadership, SharePoint, Management, Cloud Computing, Virtualization, SDLC, ERP, Business Intelligence, Infrastructure, System Administration, Business Analysis, Cross-functional Team..., Networking, Project Portfolio..., Enterprise Architecture, Visio, IT Operations, Process Improvement, Project Planning, Security, Solution Selling, Data Center, Network Architecture, Outsourcing, IT Service Management, Business Strategy, Enterprise Software, Storage, Governance, Business Process, Program Management, Solution Architecture, Business Process..., PMP, SaaS, Information Security, PMO, CRM
Education
City University of New York-College of Staten Island 1986 — 1991
Computer Generated Solutions July 2014 - Present
Toys R Us July 2010 - July 2014
J.Crew July 2008 - August 2010
Medco July 2000 - July 2008
Pershing 1997 - 2000
Wall Street Access 1996 - 1997
BMG Columbia House (BDD) 1993 - 1996
MTV Networks 1991 - 1993
Skills
Integration, Project Management, Change Management, Network Security, IT Strategy, IT Management, Leadership, Strategy, Vendor Management, Disaster Recovery, Mentoring, ITIL, Team Leadership, SharePoint, Management, Cloud Computing, Virtualization, SDLC, ERP, Business Intelligence, Infrastructure, System Administration, Business Analysis, Cross-functional Team..., Networking, Project Portfolio..., Enterprise Architecture, Visio, IT Operations, Process Improvement, Project Planning, Security, Solution Selling, Data Center, Network Architecture, Outsourcing, IT Service Management, Business Strategy, Enterprise Software, Storage, Governance, Business Process, Program Management, Solution Architecture, Business Process..., PMP, SaaS, Information Security, PMO, CRM
Education
City University of New York-College of Staten Island 1986 — 1991
Marc Brinster Marc Brinster's Pershing Experience May 2000 - January 2002
Job Fixed Income Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
MetLife February 2007 - December 2012
David William Securities April 2006 - February 2007
Advest, Inc. January 2002 - April 2005
Pershing May 2000 - January 2002
Pershing June 1999 - May 2000
Pershing April 1997 - June 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Finance
Penn State University 1989 — 1990
Meteorology
Brookdale Community College
Education
Charles Schwab December 2012 - Present
MetLife February 2007 - December 2012
David William Securities April 2006 - February 2007
Advest, Inc. January 2002 - April 2005
Pershing May 2000 - January 2002
Pershing June 1999 - May 2000
Pershing April 1997 - June 1999
Education
Seton Hall University 1990 — 1993
Bachelor of Science, Finance
Penn State University 1989 — 1990
Meteorology
Brookdale Community College
Education
Raul Estrada Raul Estrada's Pershing Experience March 2012 - Present
Job Human Factors, Usability, and User Experience (UX)
Industry Information Technology and Services
Experience
Pershing March 2012 - Present
Ernst & Young July 2011 - March 2012
Lockheed Martin July 2010 - May 2011
Lockheed Martin July 2007 - July 2010
Skills
C++, HTML, Task Analysis, User Interface Design, Usability Testing, User-centered Design, Heuristic Evaluation, Personas, Axure, Card Sorting, Requirements Management, Usability, Behavioral Finance, Quantitative Statistics, Requirements Analysis, Persona, Usability Engineering
Education
Bentley University 2009 — 2014
M.S., Human Factors in Information Design
The University of Texas at El Paso 2002 — 2007
B.S., Electrical Engineering
Pershing March 2012 - Present
Ernst & Young July 2011 - March 2012
Lockheed Martin July 2010 - May 2011
Lockheed Martin July 2007 - July 2010
Skills
C++, HTML, Task Analysis, User Interface Design, Usability Testing, User-centered Design, Heuristic Evaluation, Personas, Axure, Card Sorting, Requirements Management, Usability, Behavioral Finance, Quantitative Statistics, Requirements Analysis, Persona, Usability Engineering
Education
Bentley University 2009 — 2014
M.S., Human Factors in Information Design
The University of Texas at El Paso 2002 — 2007
B.S., Electrical Engineering
Laura Scaler Laura Scaler's Pershing Experience June 2004 - May 2006
Job Database Management and Control at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
TIAA-CREF January 2013 - Present
Wachovia, A Wells Fargo Company January 2010 - December 2012
Wachovia, A Wells Fargo Company April 2006 - December 2009
Pershing June 2004 - May 2006
Merrill Lynch May 2002 - June 2004
Skills
Finance, Trading, Bonds, Middle Office, Fixed Income, Financial Risk, Equities, Credit, Bloomberg, Asset Management, Credit Derivatives, FINRA, Analysis, Financial Markets, Investments, Securities, Back Office, DTC, P&L Analysis, Capital Markets, Financial Services, Investment Banking, Options, SQL, Eagle PACE, Databases, Bloomberg AIM, Risk Management, Banking, Financial Analysis
Education
Clemson University 1997 — 2001
BS, Economics
Greg DeSocio's Pershing Experience July 2009 - August 2009
Job Product Management at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America July 2012 - July 2013
Brigos Capital Management September 2011 - December 2011
MetLife June 2011 - July 2011
Pershing Advisor Solutions June 2010 - August 2010
Pershing July 2009 - August 2009
Skills
Finance, Investments, Analysis, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Product Management, Sales, Treasury Management, Portfolio Management, Management, Equities, Securities, Time Management, Valuation
Education
Boston University - School of Management 2008 — 2012
Bachelor's, Business Administration
Bank of America July 2013 - Present
Bank of America July 2012 - July 2013
Brigos Capital Management September 2011 - December 2011
MetLife June 2011 - July 2011
Pershing Advisor Solutions June 2010 - August 2010
Pershing July 2009 - August 2009
Skills
Finance, Investments, Analysis, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Product Management, Sales, Treasury Management, Portfolio Management, Management, Equities, Securities, Time Management, Valuation
Education
Boston University - School of Management 2008 — 2012
Bachelor's, Business Administration
Joseph Sbarra's Pershing Experience March 2006 - December 2007
Job Executive Recruiter at JPMorgan Chase
Industry Staffing and Recruiting
Experience
JPMorgan Chase July 2011 - Present
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
Various January 2008 - May 2011
Pershing March 2006 - December 2007
LaBranche & Co. 2005 - 2006
MMC January 2000 - December 2004
FHLB of NY 1999 - 1999
FHLB of NY 1999 - 1999
Skills
Talent Acquisition, Recruiting, HRIS, Talent Management, Applicant Tracking..., Employee Relations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
New York University 1993 — 1995
Bachelor of Fine Arts (BFA), Film/Cinema/Video Studies
State University of New York at Buffalo 1990 — 1993
Xaverian High School
JPMorgan Chase July 2011 - Present
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
Various January 2008 - May 2011
Pershing March 2006 - December 2007
LaBranche & Co. 2005 - 2006
MMC January 2000 - December 2004
FHLB of NY 1999 - 1999
FHLB of NY 1999 - 1999
Skills
Talent Acquisition, Recruiting, HRIS, Talent Management, Applicant Tracking..., Employee Relations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
New York University 1993 — 1995
Bachelor of Fine Arts (BFA), Film/Cinema/Video Studies
State University of New York at Buffalo 1990 — 1993
Xaverian High School
Jeff Golden's Pershing Experience January 2006 - March 2007
Job Senior Manager / Project Manager at Daugherty Business Solutions
Industry Staffing and Recruiting
Experience
Daugherty Business Solutions February 2014 - Present
Wyndham Hotel Group January 2013 - February 2014
EPG Solutions May 2010 - October 2013
Verizon Wireless May 2011 - December 2011
Medco May 2010 - May 2011
Pershing, LLC, Bank of New York Mellon April 2007 - May 2010
Pershing January 2006 - March 2007
Pershing January 2004 - January 2006
Pershing January 2001 - January 2004
Pershing June 1999 - January 2001
Skills
Vendor Management, Relationship Management, Management, Financial Analysis, Negotiation, Conflict Management, Business Analysis, SDLC, PMP, PMO, Project Portfolio..., Program Management, Software Documentation, Project Management, Analysis, Business Process..., Business Process, Business Requirements, Process Improvement, Training, Strategy, Strategic Planning, Leadership, Requirements Analysis, Agile Methodologies, Project Delivery, CRM, MS Project, Enterprise Software, Management Consulting, Six Sigma, Software Project..., Business Development, Requirements Gathering, Team Building, IT Strategy, Business Intelligence, Outsourcing, Resource Management, Risk Management, IT Management, Cross-functional Team..., Integration, Visio, Enterprise Architecture, Agile Project Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 1999
MBA
Bentley University 1990 — 1994
Bachelor of Science, Finance
Daugherty Business Solutions February 2014 - Present
Wyndham Hotel Group January 2013 - February 2014
EPG Solutions May 2010 - October 2013
Verizon Wireless May 2011 - December 2011
Medco May 2010 - May 2011
Pershing, LLC, Bank of New York Mellon April 2007 - May 2010
Pershing January 2006 - March 2007
Pershing January 2004 - January 2006
Pershing January 2001 - January 2004
Pershing June 1999 - January 2001
Skills
Vendor Management, Relationship Management, Management, Financial Analysis, Negotiation, Conflict Management, Business Analysis, SDLC, PMP, PMO, Project Portfolio..., Program Management, Software Documentation, Project Management, Analysis, Business Process..., Business Process, Business Requirements, Process Improvement, Training, Strategy, Strategic Planning, Leadership, Requirements Analysis, Agile Methodologies, Project Delivery, CRM, MS Project, Enterprise Software, Management Consulting, Six Sigma, Software Project..., Business Development, Requirements Gathering, Team Building, IT Strategy, Business Intelligence, Outsourcing, Resource Management, Risk Management, IT Management, Cross-functional Team..., Integration, Visio, Enterprise Architecture, Agile Project Management, Consulting
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 1999
MBA
Bentley University 1990 — 1994
Bachelor of Science, Finance
Jameson Hustek Jameson Hustek's Pershing Experience 2005 - 2006
Job Captain in the United States Marine Corps
Industry Military
Experience
United States Marine Corps December 2008 - Present
National Financial June 2007 - August 2008
State Street Bank September 2006 - June 2007
Pershing 2005 - 2006
Skills
Security Clearance, Operational Planning, Military Experience, Team Building, Military, Military Operations, Strategic Planning, Public Speaking, Command, Military Logistics, Force Protection, Weapons, Navy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administration-Finance
Choate Rosemary Hall
United States Marine Corps December 2008 - Present
National Financial June 2007 - August 2008
State Street Bank September 2006 - June 2007
Pershing 2005 - 2006
Skills
Security Clearance, Operational Planning, Military Experience, Team Building, Military, Military Operations, Strategic Planning, Public Speaking, Command, Military Logistics, Force Protection, Weapons, Navy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2005
BS, Business Administration-Finance
Choate Rosemary Hall
Lyudmila Klebansky Lyudmila Klebansky's Pershing Experience 1995 - 1998
Job owner/founder at WoolSolution
Industry Apparel & Fashion
Experience
WoolSolution October 2008 - Present
UBS February 1998 - June 2008
PainWebber/UBS IB February 1998 - June 2008
Pershing 1995 - 1998
Skills
Trading Systems, Software Development, Sybase, Market Data, SDLC, SQL, Equities, Electronic Trading, Business Analysis, Requirements Analysis, Visio, Derivatives, Options, Java, Data Warehousing, VBA, Unix, Investment Banking, Unix Shell Scripting, Capital Markets, PL/SQL, Machine Knitting, Knitting machine..., Knitwear design, Hand Knitting, Design Patterns, Pattern Making, Fiber Arts, fiber processing, yarn dealer
Education
Saqartvelos Teqnikuri Universiteti 1972 — 1977
BS in Electrical Engineering, Computer Technology
Math&Science P.S. 42 ,Tbilisi (Vekua 42) 1968 — 1972
High School Diploma, physics, mathematics
WoolSolution October 2008 - Present
UBS February 1998 - June 2008
PainWebber/UBS IB February 1998 - June 2008
Pershing 1995 - 1998
Skills
Trading Systems, Software Development, Sybase, Market Data, SDLC, SQL, Equities, Electronic Trading, Business Analysis, Requirements Analysis, Visio, Derivatives, Options, Java, Data Warehousing, VBA, Unix, Investment Banking, Unix Shell Scripting, Capital Markets, PL/SQL, Machine Knitting, Knitting machine..., Knitwear design, Hand Knitting, Design Patterns, Pattern Making, Fiber Arts, fiber processing, yarn dealer
Education
Saqartvelos Teqnikuri Universiteti 1972 — 1977
BS in Electrical Engineering, Computer Technology
Math&Science P.S. 42 ,Tbilisi (Vekua 42) 1968 — 1972
High School Diploma, physics, mathematics
Eric Weisser, CAPM Eric Weisser, CAPM's Pershing Experience July 2010 - January 2011
Job
Industry Information Technology and Services
Experience
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
Troy Veluz Troy Veluz's Pershing Experience 1998 - 2006
Job Web Designer, Digital Artisan & Sculptor at Veluzar Studios LLC
Industry Arts and Crafts
Experience
ArtHaus Custom Picture Framing 2006 - Present
Veluzar Studios LLC 2005 - Present
Bank of New York / Pershing 1998 - 2006
Pershing 1998 - 2006
Education
Manila Science High School 1978 — 2002
High School
Saint Peter's University 1986 — 1989
Bachelor of Science, Computer Science
New York University 1986 — 1987
Certificate Data Processing, Computer Science
Ateneo de Manila University 1982 — 1984
Management Engineering (DNF), Business Management
ArtHaus Custom Picture Framing 2006 - Present
Veluzar Studios LLC 2005 - Present
Bank of New York / Pershing 1998 - 2006
Pershing 1998 - 2006
Education
Manila Science High School 1978 — 2002
High School
Saint Peter's University 1986 — 1989
Bachelor of Science, Computer Science
New York University 1986 — 1987
Certificate Data Processing, Computer Science
Ateneo de Manila University 1982 — 1984
Management Engineering (DNF), Business Management
Elena Poliatykina Elena Poliatykina's Pershing Experience January 1997 - January 1998
Job Senior SQL Server DBA, VP at Citi
Industry Banking
Experience
Citi July 2012 - Present
York Capital Management May 2011 - May 2012
Federal Reserve Bank of New York January 2004 - December 2010
News Corp. January 1999 - July 2001
Marsh January 1998 - January 1999
Pershing January 1997 - January 1998
Skills
Database Administration, Microsoft SQL Server, SharePoint, SSRS, SSIS, Analysis Services, Windows, Database Design, Databases, ETL, SQL, Data Warehousing, Powershell, Tidal Enterprise..., Visio, Access, Troubleshooting, Servers, IT Strategy, Oracle, Active Directory, Enterprise Architecture, Business Intelligence, Disaster Recovery
Education
Saint Petersburg University of Telecommunications 1987 — 1992
Masters, Communications: Multichannel and Fiber Optic Lines
State University of Telecommunications 1987 — 1992
Master's degree, Fiber Optics and Multichannel Communication
Citi July 2012 - Present
York Capital Management May 2011 - May 2012
Federal Reserve Bank of New York January 2004 - December 2010
News Corp. January 1999 - July 2001
Marsh January 1998 - January 1999
Pershing January 1997 - January 1998
Skills
Database Administration, Microsoft SQL Server, SharePoint, SSRS, SSIS, Analysis Services, Windows, Database Design, Databases, ETL, SQL, Data Warehousing, Powershell, Tidal Enterprise..., Visio, Access, Troubleshooting, Servers, IT Strategy, Oracle, Active Directory, Enterprise Architecture, Business Intelligence, Disaster Recovery
Education
Saint Petersburg University of Telecommunications 1987 — 1992
Masters, Communications: Multichannel and Fiber Optic Lines
State University of Telecommunications 1987 — 1992
Master's degree, Fiber Optics and Multichannel Communication
Alex Tynan's Pershing Experience June 2011 - August 2011
Job Regional Vice President at BNY Mellon/Dreyfus
Industry Investment Management
Experience
BNY Mellon/Dreyfus July 2015 - Present
BNY Mellon/Dreyfus July 2012 - June 2015
Brandeis University January 2009 - May 2012
Brandeis University September 2011 - December 2011
Pershing June 2011 - August 2011
Cetrulo & Capone June 2010 - August 2010
Skills
Microsoft Office, Stata, Mutual Funds, Asset Management, Customer Service, Financial Reporting, Financial Services, Business Strategy, Outlook, Strategic Planning, Access, Data Analysis, Marketing
Education
Brandeis University 2008 — 2012
Bachelor of Arts, Majors: International & Global Studies, Business, Minors: Economics & Law
Barnegat High School 2004 — 2008
High School Diploma
BNY Mellon/Dreyfus July 2015 - Present
BNY Mellon/Dreyfus July 2012 - June 2015
Brandeis University January 2009 - May 2012
Brandeis University September 2011 - December 2011
Pershing June 2011 - August 2011
Cetrulo & Capone June 2010 - August 2010
Skills
Microsoft Office, Stata, Mutual Funds, Asset Management, Customer Service, Financial Reporting, Financial Services, Business Strategy, Outlook, Strategic Planning, Access, Data Analysis, Marketing
Education
Brandeis University 2008 — 2012
Bachelor of Arts, Majors: International & Global Studies, Business, Minors: Economics & Law
Barnegat High School 2004 — 2008
High School Diploma
Eusebio Hooke Eusebio Hooke's Pershing Experience October 2007 - June 2009
Job Experienced Corporate Actions Specialist
Industry Financial Services
Experience
DTCC September 2010 - Present
Sumitomo Trust Bank June 2009 - September 2009
Pershing October 2007 - June 2009
Sumitomo Trust Bank (USA) March 2006 - September 2007
UBS Financial Services Inc March 2000 - March 2006
Skills
Trading, Equities, Mutual Funds, Financial Markets, Corporate Actions
Education
City University of New York City College 1990 — 1995
BS, Biology
DTCC September 2010 - Present
Sumitomo Trust Bank June 2009 - September 2009
Pershing October 2007 - June 2009
Sumitomo Trust Bank (USA) March 2006 - September 2007
UBS Financial Services Inc March 2000 - March 2006
Skills
Trading, Equities, Mutual Funds, Financial Markets, Corporate Actions
Education
City University of New York City College 1990 — 1995
BS, Biology
Colette Johnson's Pershing Experience June 2010 - August 2010
Job Commercial Operations Coordinator at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. November 2014 - Present
Nordstrom June 2011 - November 2014
Boston University College of Communication January 2013 - May 2014
The Pete Holmes Show January 2014 - April 2014
GRB Entertainment January 2014 - April 2014
Citizens Public House and Oyster Bar July 2013 - December 2013
Boston University January 2012 - May 2013
Maker Studios June 2012 - August 2012
WTBU January 2011 - January 2012
Pershing June 2010 - August 2010
Skills
Microsoft Office, Excel, Final Cut Pro, Photoshop, Dance, Team Leadership, Blogging, Social Media, Social Networking, Facebook, Event Planning, Mac, Video Editing, Microsoft Word, PC, Advertising, Illustrator, Microsoft Excel, Research
Education
Boston University 2010 — 2014
Bachelor's Degree, Business Administration, Film and Television
Freehold Township High School 2006 — 2010
NBCUniversal, Inc. November 2014 - Present
Nordstrom June 2011 - November 2014
Boston University College of Communication January 2013 - May 2014
The Pete Holmes Show January 2014 - April 2014
GRB Entertainment January 2014 - April 2014
Citizens Public House and Oyster Bar July 2013 - December 2013
Boston University January 2012 - May 2013
Maker Studios June 2012 - August 2012
WTBU January 2011 - January 2012
Pershing June 2010 - August 2010
Skills
Microsoft Office, Excel, Final Cut Pro, Photoshop, Dance, Team Leadership, Blogging, Social Media, Social Networking, Facebook, Event Planning, Mac, Video Editing, Microsoft Word, PC, Advertising, Illustrator, Microsoft Excel, Research
Education
Boston University 2010 — 2014
Bachelor's Degree, Business Administration, Film and Television
Freehold Township High School 2006 — 2010
Richard Piazza Richard Piazza's Pershing Experience May 2000 - February 2002
Job Business Development | Park Avenue Securities LLC | Guardian Life Insurance Company of America
Industry Investment Management
Experience
Park Avenue Securities January 2015 - Present
Park Avenue Securities January 2014 - January 2015
Morgan Stanley Smith Barney May 2013 - January 2014
Harbor Drive Asset Managment January 2007 - July 2012
CRT Capital Group February 2002 - January 2007
Pershing May 2000 - February 2002
Skills
Equities, Equity Trading, Bloomberg, Hedge Funds, Proprietary Trading, Investments, Trading, Derivatives, Options, Series 7, Fixed Income, Risk Management, Bonds, Series 63, FINRA, Alternative Investments, Electronic Trading, Securities, Trading Systems, Capital Markets, Financial Markets, Portfolio Management, FX Options, Prime Brokerage
Education
Binghamton University 1995 — 2000
BA, Finance & economics
Park Avenue Securities January 2015 - Present
Park Avenue Securities January 2014 - January 2015
Morgan Stanley Smith Barney May 2013 - January 2014
Harbor Drive Asset Managment January 2007 - July 2012
CRT Capital Group February 2002 - January 2007
Pershing May 2000 - February 2002
Skills
Equities, Equity Trading, Bloomberg, Hedge Funds, Proprietary Trading, Investments, Trading, Derivatives, Options, Series 7, Fixed Income, Risk Management, Bonds, Series 63, FINRA, Alternative Investments, Electronic Trading, Securities, Trading Systems, Capital Markets, Financial Markets, Portfolio Management, FX Options, Prime Brokerage
Education
Binghamton University 1995 — 2000
BA, Finance & economics
Robert Crawford Robert Crawford's Pershing Experience September 1995 - August 1998
Job Career Transition Consultant
Industry Human Resources
Experience
The Ayers Group January 2015 - Present
Newark Alliance November 2010 - June 2014
City of Newark January 2008 - July 2010
Prudential Financial August 1998 - January 2008
Pershing September 1995 - August 1998
Morgan Stanley September 1993 - September 1995
The Chase Manhattan Bank August 1980 - September 1993
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, Organizational..., Recruiting, Succession Planning, Strategic Planning, Employee Engagement, Leadership Development, Workforce Planning, Workshop Facilitation, Personnel Management, Program Management, Leadership, Management, Management Consulting, Strategy, Change Management, College Recruiting, Employer Branding, Vendor Management, Executive Search, Policy, Hiring, Interviews, Organizational Design, Deferred Compensation, Onboarding
Education
Georgetown University 1976 — 1980
Masters, Middle Eastern Studies
American University of Beirut 1975 — 1976
Graduate Studies, Middle Eastern Studies
Duke University 1969 — 1973
BA, History
The Ayers Group January 2015 - Present
Newark Alliance November 2010 - June 2014
City of Newark January 2008 - July 2010
Prudential Financial August 1998 - January 2008
Pershing September 1995 - August 1998
Morgan Stanley September 1993 - September 1995
The Chase Manhattan Bank August 1980 - September 1993
Skills
Talent Acquisition, Employee Relations, Talent Management, Human Resources, Performance Management, Organizational..., Recruiting, Succession Planning, Strategic Planning, Employee Engagement, Leadership Development, Workforce Planning, Workshop Facilitation, Personnel Management, Program Management, Leadership, Management, Management Consulting, Strategy, Change Management, College Recruiting, Employer Branding, Vendor Management, Executive Search, Policy, Hiring, Interviews, Organizational Design, Deferred Compensation, Onboarding
Education
Georgetown University 1976 — 1980
Masters, Middle Eastern Studies
American University of Beirut 1975 — 1976
Graduate Studies, Middle Eastern Studies
Duke University 1969 — 1973
BA, History
Jason Israel Jason Israel's Pershing Experience September 1998 - January 2000
Job Regional Sales Representative at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2007 - Present
Citi March 2002 - July 2007
Broadway Trading February 2000 - February 2002
Pershing September 1998 - January 2000
Skills
Mutual Funds, Investments, Equities, Banking, Asset Allocation, Fixed Income, Annuities, Series 7, Wealth Management, Securities, Financial Planning, Asset Management, Portfolio Management, Financial Markets, Credit, Microsoft Office, Insurance, Financial Analysis, Customer Relations, Series 63, Forecasting, Consultative Selling, Risk Management, Sales Management, Excel, Business Planning, Budgeting, Retirement Planning, Investment Strategies, Separately Managed..., Alternative Investments, Fixed Annuities, Financial Advisory
Education
Pace University - Lubin School of Business 2002 — 2006
Masters of Business Administration, Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science Business Administration, Finance
OppenheimerFunds July 2007 - Present
Citi March 2002 - July 2007
Broadway Trading February 2000 - February 2002
Pershing September 1998 - January 2000
Skills
Mutual Funds, Investments, Equities, Banking, Asset Allocation, Fixed Income, Annuities, Series 7, Wealth Management, Securities, Financial Planning, Asset Management, Portfolio Management, Financial Markets, Credit, Microsoft Office, Insurance, Financial Analysis, Customer Relations, Series 63, Forecasting, Consultative Selling, Risk Management, Sales Management, Excel, Business Planning, Budgeting, Retirement Planning, Investment Strategies, Separately Managed..., Alternative Investments, Fixed Annuities, Financial Advisory
Education
Pace University - Lubin School of Business 2002 — 2006
Masters of Business Administration, Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science Business Administration, Finance
Ray Ortega's Pershing Experience 1999 - 2002
Job Chief Technology Officer at BBH Solutions, Inc.
Industry Information Technology and Services
Experience
BBH Solutions, Inc. February 2013 - Present
BBH Solutions February 2009 - February 2013
Computer Design & Integration December 2004 - February 2009
ThruPoint 1998 - 2004
Pershing 1999 - 2002
AT&T January 1995 - February 1998
Skills
Cisco Call Manager, Video Conferencing, Team Building, Digital Media, Unified Communications, Data Center, Cisco Technologies, Cloud Computing, VoIP, Disaster Recovery, Virtualization, Solution Selling, Vendor Management, Pre-sales, Integration, Managed Services, Security, IT Strategy, IT Service Management, Microsoft Exchange, Troubleshooting, SIP, Active Directory, Network Design, VMware, WAN, VPN, Switches, IT Management, Infrastructure, IP, Networking, Network Architecture, Telecommunications, System Deployment, Business Continuity, TCP/IP, Servers, Network Security, SaaS, Management, Enterprise Software, Strategy, Consulting, Professional Services
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1992
Bachelor of Science (BS), Marketing, 3.9
University of Delaware 1988 — 1990
GLRHS 1984 — 1988
NPHS
BBH Solutions, Inc. February 2013 - Present
BBH Solutions February 2009 - February 2013
Computer Design & Integration December 2004 - February 2009
ThruPoint 1998 - 2004
Pershing 1999 - 2002
AT&T January 1995 - February 1998
Skills
Cisco Call Manager, Video Conferencing, Team Building, Digital Media, Unified Communications, Data Center, Cisco Technologies, Cloud Computing, VoIP, Disaster Recovery, Virtualization, Solution Selling, Vendor Management, Pre-sales, Integration, Managed Services, Security, IT Strategy, IT Service Management, Microsoft Exchange, Troubleshooting, SIP, Active Directory, Network Design, VMware, WAN, VPN, Switches, IT Management, Infrastructure, IP, Networking, Network Architecture, Telecommunications, System Deployment, Business Continuity, TCP/IP, Servers, Network Security, SaaS, Management, Enterprise Software, Strategy, Consulting, Professional Services
Education
City University of New York-Baruch College - Zicklin School of Business 1990 — 1992
Bachelor of Science (BS), Marketing, 3.9
University of Delaware 1988 — 1990
GLRHS 1984 — 1988
NPHS
Richard Sasanow Richard Sasanow's Pershing Experience November 2010 - October 2011
Job Senior WriterContractor at PM Digital
Industry Public Relations and Communications
Experience
PM Digital September 2013 - Present
BroadwayWorld.com 2013 - Present
Richard Sasanow MarCom March 2004 - Present
TMC Communications Inc. 2004 - 2013
Journalist and Author 1985 - 2013
Pershing November 2010 - October 2011
International Federations of Accounting February 2009 - February 2010
Pershing November 2007 - February 2009
Fireman's Fund Specialty Insurance February 2007 - August 2007
UBS March 2006 - August 2006
Skills
Professional Services, Management Consulting, Marketing Communications, Crisis Communications, Writing, Internal Communications, Strategic Communications, Copywriting, Newsletters, Content Development, Public Relations, Content Strategy, Integrated Marketing, Press Releases, Corporate Communications, Thought Leadership, Online Marketing, Editing, Copy Editing, Strategy, Advertising, Editorial, Event Management, Communication Training, Media Relations, Marketing, Publications, Publishing, Messaging, Speech Writing, Web Content, Content Management, Blogging
Education
Institut d'Etudes politiques de Paris 1970 — 1971
CEP, Political Studies
City University of New York-Brooklyn College 1967 — 1970
B.A., English (Writing)
Pratt Institute 1965 — 1967
architecture
PM Digital September 2013 - Present
BroadwayWorld.com 2013 - Present
Richard Sasanow MarCom March 2004 - Present
TMC Communications Inc. 2004 - 2013
Journalist and Author 1985 - 2013
Pershing November 2010 - October 2011
International Federations of Accounting February 2009 - February 2010
Pershing November 2007 - February 2009
Fireman's Fund Specialty Insurance February 2007 - August 2007
UBS March 2006 - August 2006
Skills
Professional Services, Management Consulting, Marketing Communications, Crisis Communications, Writing, Internal Communications, Strategic Communications, Copywriting, Newsletters, Content Development, Public Relations, Content Strategy, Integrated Marketing, Press Releases, Corporate Communications, Thought Leadership, Online Marketing, Editing, Copy Editing, Strategy, Advertising, Editorial, Event Management, Communication Training, Media Relations, Marketing, Publications, Publishing, Messaging, Speech Writing, Web Content, Content Management, Blogging
Education
Institut d'Etudes politiques de Paris 1970 — 1971
CEP, Political Studies
City University of New York-Brooklyn College 1967 — 1970
B.A., English (Writing)
Pratt Institute 1965 — 1967
architecture
Harvey Cloyd Harvey Cloyd's Pershing Experience 1986 - 1993
Job Chief Executive Officer at ETC Global Group
Industry Financial Services
Experience
ETC Global Group April 2014 - Present
ETC Global Holdings 2011 - Present
Electronic Transaction Clearing, Inc. 2007 - 2013
Wedbush Securities 2001 - 2007
Harvey Cloyd & Co. 1993 - 2000
Pershing 1986 - 1993
Skills
Portfolio Management, Equities, Asset Management, Electronic Trading, Financial Markets, Investments, Trading, Capital Markets, Series 63, Hedge Funds, Series 7, Trading Systems, Securities, Options, Equity Trading, Asset Managment
Education
California State University-Los Angeles
Lutheran High School North
ETC Global Group April 2014 - Present
ETC Global Holdings 2011 - Present
Electronic Transaction Clearing, Inc. 2007 - 2013
Wedbush Securities 2001 - 2007
Harvey Cloyd & Co. 1993 - 2000
Pershing 1986 - 1993
Skills
Portfolio Management, Equities, Asset Management, Electronic Trading, Financial Markets, Investments, Trading, Capital Markets, Series 63, Hedge Funds, Series 7, Trading Systems, Securities, Options, Equity Trading, Asset Managment
Education
California State University-Los Angeles
Lutheran High School North
Timothy Delgado, MBA's Pershing Experience October 2007 - February 2009
Job Senior Pricing/Finance Professional
Industry Financial Services
Experience
Intralinks October 2014 - Present
Toys R Us October 2013 - March 2014
Hertz Equipment Rental March 2013 - October 2013
Ricoh Americas Corporation July 2011 - November 2012
Catalent Pharma Solutions February 2011 - July 2011
Stryker Orthopaedics November 2010 - December 2010
Pershing October 2007 - February 2009
Bank of New York Mellon January 2006 - February 2007
Bank of New York Mellon September 2000 - December 2005
Skills
Pricing, Pricing Strategy, Mortgage Lending, Credit Analysis, Financial Analysis, Competitive Analysis, Strategic Planning, Forecasting, Business Analysis, Microsoft Excel, Budgets, Negotiation, Business Strategy, Analysis, Microsoft Office, Financial Modeling, Contract Negotiation, Management, Finance, Process Improvement, Strategy, New Business Development, Risk Management, Market Research, Business Development, Customer Service, Vendor Management, Performance Management, Human Resources, Sales Operations, Training, Product Development, Team Building, Sales
Education
Baker College Center for Graduate Studies 2003 — 2005
MBA, Finance / Marketing
William Paterson University of New Jersey 1997 — 2002
BS, Business Management
Intralinks October 2014 - Present
Toys R Us October 2013 - March 2014
Hertz Equipment Rental March 2013 - October 2013
Ricoh Americas Corporation July 2011 - November 2012
Catalent Pharma Solutions February 2011 - July 2011
Stryker Orthopaedics November 2010 - December 2010
Pershing October 2007 - February 2009
Bank of New York Mellon January 2006 - February 2007
Bank of New York Mellon September 2000 - December 2005
Skills
Pricing, Pricing Strategy, Mortgage Lending, Credit Analysis, Financial Analysis, Competitive Analysis, Strategic Planning, Forecasting, Business Analysis, Microsoft Excel, Budgets, Negotiation, Business Strategy, Analysis, Microsoft Office, Financial Modeling, Contract Negotiation, Management, Finance, Process Improvement, Strategy, New Business Development, Risk Management, Market Research, Business Development, Customer Service, Vendor Management, Performance Management, Human Resources, Sales Operations, Training, Product Development, Team Building, Sales
Education
Baker College Center for Graduate Studies 2003 — 2005
MBA, Finance / Marketing
William Paterson University of New Jersey 1997 — 2002
BS, Business Management
Kathy Pitts Kathy Pitts's Pershing Experience 1999 - 2001
Job Providing EV Charging and CNG Fueling Solutions
Industry Marketing and Advertising
Experience
VERDEK-EV 2014 - Present
Energetic Consulting 2007 - Present
Women in Sustainable Energy March 2009 - Present
Cleantech Open February 2014 - September 2014
EUCI July 2013 - January 2014
Vail Resorts 2012 - 2013
PostNet International 2011 - 2013
Steamboat Ski & Resort Corporation 2008 - 2009
Arbee Associates 2002 - 2003
Pershing 1999 - 2001
Skills
Market Research, Account Management, Team Building, Product Development, Negotiation, Entrepreneurship, Program Management, Trade Shows, Marketing Strategy, Marketing Communications, Business Strategy, Customer Relations, Cross-functional Team..., Start-ups, Business Planning, Public Speaking, Competitive Analysis, Event Planning, Public Relations, Social Media, Product Marketing, Problem Solving, Budgeting, Contract Negotiation, Customer Service, Strategic Partnerships, Sustainability, Coaching, Non-profits, B2B, Process Improvement, Promotions, New Business Development, Change Management, Strategic Planning, Budgets, Email Marketing, Strategy, Business Development, Marketing, Nonprofits, CRM, Sales, Product Management, Advertising, Leadership, Management, Direct Marketing, Lead Generation, Direct Sales
Education
University of Colorado at Denver 2013 — 2013
Mini - STEM Certificate, STEM - Science, Technology, Engineering and Mathematics
Appalachian State University
BA, Economics
Colorado State University
Colorado Energy Master
University of South Carolina - The Moore School of Business
IMBA, Marketing
VERDEK-EV 2014 - Present
Energetic Consulting 2007 - Present
Women in Sustainable Energy March 2009 - Present
Cleantech Open February 2014 - September 2014
EUCI July 2013 - January 2014
Vail Resorts 2012 - 2013
PostNet International 2011 - 2013
Steamboat Ski & Resort Corporation 2008 - 2009
Arbee Associates 2002 - 2003
Pershing 1999 - 2001
Skills
Market Research, Account Management, Team Building, Product Development, Negotiation, Entrepreneurship, Program Management, Trade Shows, Marketing Strategy, Marketing Communications, Business Strategy, Customer Relations, Cross-functional Team..., Start-ups, Business Planning, Public Speaking, Competitive Analysis, Event Planning, Public Relations, Social Media, Product Marketing, Problem Solving, Budgeting, Contract Negotiation, Customer Service, Strategic Partnerships, Sustainability, Coaching, Non-profits, B2B, Process Improvement, Promotions, New Business Development, Change Management, Strategic Planning, Budgets, Email Marketing, Strategy, Business Development, Marketing, Nonprofits, CRM, Sales, Product Management, Advertising, Leadership, Management, Direct Marketing, Lead Generation, Direct Sales
Education
University of Colorado at Denver 2013 — 2013
Mini - STEM Certificate, STEM - Science, Technology, Engineering and Mathematics
Appalachian State University
BA, Economics
Colorado State University
Colorado Energy Master
University of South Carolina - The Moore School of Business
IMBA, Marketing
Christian Tiblier's Pershing Experience September 2010 - July 2013
Job Editor in Chief, Law Review at Barry University School of Law
Industry Law Practice
Experience
Barry University School of Law February 2015 - Present
Barry University School of Law July 2014 - Present
Barry University School of Law May 2014 - December 2014
Barbara Leach Law Firm, PL February 2014 - May 2014
Pershing September 2010 - July 2013
Best Buy November 2009 - November 2010
LifeSouth October 2006 - October 2008
Georgia Institute of Technology/ Dekalb County Schools June 2005 - June 2007
Skills
Access, Customer Service, Microsoft Word, Visual Basic, Excel, Type 70 wpm, Account Reconciliation, Microsoft Office, Problem Solving, Customer Relations, PowerPoint, Word, Computer Hardware, Outlook, Troubleshooting, Research, Critical Thinking, Teamwork, Python, JavaScript, Database Design, Six Sigma, Microsoft Excel
Education
Barry University - Dwayne O. Andreas School of Law 2013 — 2016
Doctor of Law (J.D.), 3.9 / 4.0
University of Florida 2004 — 2008
BA, History, Anthropology, 3.2 / 4.0
Barry University School of Law February 2015 - Present
Barry University School of Law July 2014 - Present
Barry University School of Law May 2014 - December 2014
Barbara Leach Law Firm, PL February 2014 - May 2014
Pershing September 2010 - July 2013
Best Buy November 2009 - November 2010
LifeSouth October 2006 - October 2008
Georgia Institute of Technology/ Dekalb County Schools June 2005 - June 2007
Skills
Access, Customer Service, Microsoft Word, Visual Basic, Excel, Type 70 wpm, Account Reconciliation, Microsoft Office, Problem Solving, Customer Relations, PowerPoint, Word, Computer Hardware, Outlook, Troubleshooting, Research, Critical Thinking, Teamwork, Python, JavaScript, Database Design, Six Sigma, Microsoft Excel
Education
Barry University - Dwayne O. Andreas School of Law 2013 — 2016
Doctor of Law (J.D.), 3.9 / 4.0
University of Florida 2004 — 2008
BA, History, Anthropology, 3.2 / 4.0
Michael H Brown's Pershing Experience April 1999 - Present
Job Vice President at Pershing
Industry Information Technology and Services
Experience
Pershing April 1999 - Present
Education
Boston University
MBA
Trinity College-Hartford
Pershing April 1999 - Present
Education
Boston University
MBA
Trinity College-Hartford
Armand Dragon Armand Dragon's Pershing Experience July 2000 - July 2003
Job Client Relationship Manager at LexisNexis
Industry Information Services
Experience
LexisNexis 2010 - Present
TradeKing September 2006 - May 2010
Finacorp Securities May 2004 - June 2005
Pershing July 2000 - July 2003
Skills
Analytics, Risk Management, Credit Risk, Business Analysis, Vendor Management, Financial Services, Solution Selling, Credit Scoring, Product Management, Credit Cards, Relationship Management, Segmentation
Education
St. Peter's College 2000 — 2003
Master of Business Administration (MBA), Finance, International Business
Babson College 1995 — 1999
Bachelor of Science, Marketing, Global Politics
LexisNexis 2010 - Present
TradeKing September 2006 - May 2010
Finacorp Securities May 2004 - June 2005
Pershing July 2000 - July 2003
Skills
Analytics, Risk Management, Credit Risk, Business Analysis, Vendor Management, Financial Services, Solution Selling, Credit Scoring, Product Management, Credit Cards, Relationship Management, Segmentation
Education
St. Peter's College 2000 — 2003
Master of Business Administration (MBA), Finance, International Business
Babson College 1995 — 1999
Bachelor of Science, Marketing, Global Politics
Jonathan Faccone Jonathan Faccone's Pershing Experience July 2008 - June 2011
Job Founder at Halo Homebuyers L.L.C.
Industry Real Estate
Experience
Halo Homebuyers L.L.C. June 2011 - Present
Pershing July 2008 - June 2011
Barclays Capital June 2007 - August 2007
Skills
Online Branding, Online Advertising, Online Lead Generation, Sales Process, Real Estate Investment, Real Estate Financing, Microsoft Office, Wordpress, Operations Management, Corporate Finance, Fitness Training, Sports Nutrition, Lease Options, Wholesaling, Rehabbing, Wholesale, Investment Properties, Real Estate, Negotiation, Marketing Strategy, New Business Development, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Marketing, Investors, Management, Portfolio Management, Brokerage, Property Management, Rentals, Investments, Sellers
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics, minor in Psychology, 3.67
California University of Pennsylvania 2011 — 2012
MS, Exercise Science, Sports Performance Enhancement & Injury Prevention, 3.8
Halo Homebuyers L.L.C. June 2011 - Present
Pershing July 2008 - June 2011
Barclays Capital June 2007 - August 2007
Skills
Online Branding, Online Advertising, Online Lead Generation, Sales Process, Real Estate Investment, Real Estate Financing, Microsoft Office, Wordpress, Operations Management, Corporate Finance, Fitness Training, Sports Nutrition, Lease Options, Wholesaling, Rehabbing, Wholesale, Investment Properties, Real Estate, Negotiation, Marketing Strategy, New Business Development, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Marketing, Investors, Management, Portfolio Management, Brokerage, Property Management, Rentals, Investments, Sellers
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, Economics, minor in Psychology, 3.67
California University of Pennsylvania 2011 — 2012
MS, Exercise Science, Sports Performance Enhancement & Injury Prevention, 3.8
Jason Langadakis Jason Langadakis's Pershing Experience 1997 - 2002
Job Vice President at Morgan Stanley Investment Products and Services
Industry Financial Services
Experience
Morgan Stanley Investment Management 2013 - Present
Beeep Network January 2012 - January 2013
Morgan Stanley Smith Barney February 2008 - April 2012
Citi 2004 - 2008
Pershing 1997 - 2002
Liz Claiborne 1987 - 1989
Skills
Portfolio Management, Financial Services, Fixed Income, Wealth Management, SDLC, Equities, Mutual Funds, Trading Systems, Asset Managment, Securities, Risk Management, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Financial Markets, IT Strategy, Management, Relationship Management, Start-ups, Trading, Vendor Management, Wealth
Education
Pace University 1989 — 1993
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1983 — 1986
BBA, Information Systems
filothei
Morgan Stanley Investment Management 2013 - Present
Beeep Network January 2012 - January 2013
Morgan Stanley Smith Barney February 2008 - April 2012
Citi 2004 - 2008
Pershing 1997 - 2002
Liz Claiborne 1987 - 1989
Skills
Portfolio Management, Financial Services, Fixed Income, Wealth Management, SDLC, Equities, Mutual Funds, Trading Systems, Asset Managment, Securities, Risk Management, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Financial Markets, IT Strategy, Management, Relationship Management, Start-ups, Trading, Vendor Management, Wealth
Education
Pace University 1989 — 1993
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1983 — 1986
BBA, Information Systems
filothei
Christopher Lombardo, CFA Christopher Lombardo, CFA's Pershing Experience August 1997 - June 1999
Job
Industry Financial Services
Experience
Atlantic Trust May 1999 - Present
Pershing August 1997 - June 1999
Skills
Asset Allocation, Wealth Management, Investment Strategies, Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Mutual Funds, Financial Services
Education
Binghamton University 1992 — 1997
BS
Binghamton University - School of Management 1992 — 1997
BS
Roy C. Ketcham High School 1988 — 1992
Atlantic Trust May 1999 - Present
Pershing August 1997 - June 1999
Skills
Asset Allocation, Wealth Management, Investment Strategies, Investments, Hedge Funds, Fixed Income, Equities, Investment Management, Mutual Funds, Financial Services
Education
Binghamton University 1992 — 1997
BS
Binghamton University - School of Management 1992 — 1997
BS
Roy C. Ketcham High School 1988 — 1992
Cara Kennedy's Pershing Experience April 2007 - Present
Job Vice President Principal Product Manager
Industry Financial Services
Experience
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
Richard Orlowski Richard Orlowski's Pershing Experience June 1995 - June 2002
Job Product Manager at SunGard
Industry Information Technology and Services
Experience
SunGard 2006 - Present
Bank Julius Bar 2002 - 2006
Pershing June 1995 - June 2002
Skills
Business Analysis, Tax Reporting, Back Office, Financial Services, SDLC, Risk Management, Vendor Management, Requirements Analysis, Process Improvement, Equities, Requirements Gathering, Corporate Actions, Business Process, Securities, User Acceptance Testing, Middle Office, Banking, Business Process..., Software Project..., Project Portfolio..., Fixed Income
Education
City University of New York-Baruch College 1995 — 2000
Master of Business Administration (M.B.A.), Computer Information Systems, 3.25
City University of New York-Brooklyn College 1988 — 1992
BS, Business Mgmt and Finance, Cum Laude
Xavier High School NYC 1984 — 1988
High School
SunGard 2006 - Present
Bank Julius Bar 2002 - 2006
Pershing June 1995 - June 2002
Skills
Business Analysis, Tax Reporting, Back Office, Financial Services, SDLC, Risk Management, Vendor Management, Requirements Analysis, Process Improvement, Equities, Requirements Gathering, Corporate Actions, Business Process, Securities, User Acceptance Testing, Middle Office, Banking, Business Process..., Software Project..., Project Portfolio..., Fixed Income
Education
City University of New York-Baruch College 1995 — 2000
Master of Business Administration (M.B.A.), Computer Information Systems, 3.25
City University of New York-Brooklyn College 1988 — 1992
BS, Business Mgmt and Finance, Cum Laude
Xavier High School NYC 1984 — 1988
High School
Alycia Banks, M.A.'s Pershing Experience March 2012 - Present
Job Vice President of Development
Industry Human Resources
Experience
Pershing March 2012 - Present
Dow Jones December 2008 - March 2012
UBS Financial Services 2006 - 2008
UBS 2006 - 2008
AT&T May 2000 - April 2004
AT&T September 1998 - May 2000
Skills
Needs Analysis, Instructional Design, Captivate, E-Learning, Talent Management, Organizational Learning, Employee Engagement, Leadership Development, Training Delivery, Organizational...
Education
Seton Hall University 2009 — 2011
Masters of Arts, Communications and Leadership
Bentley University 1992 — 1996
Bachelor of Arts, International Studies of Culture and Economics
Pershing March 2012 - Present
Dow Jones December 2008 - March 2012
UBS Financial Services 2006 - 2008
UBS 2006 - 2008
AT&T May 2000 - April 2004
AT&T September 1998 - May 2000
Skills
Needs Analysis, Instructional Design, Captivate, E-Learning, Talent Management, Organizational Learning, Employee Engagement, Leadership Development, Training Delivery, Organizational...
Education
Seton Hall University 2009 — 2011
Masters of Arts, Communications and Leadership
Bentley University 1992 — 1996
Bachelor of Arts, International Studies of Culture and Economics
Bill Chiusano, MBA Bill Chiusano, MBA's Pershing Experience January 1997 - August 2000
Job Director Change Management at CIT
Industry Financial Services
Experience
CIT March 2015 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2010 - March 2015
Fidelity Investments September 2007 - April 2010
Morgan Stanley August 2000 - September 2007
Pershing January 1997 - August 2000
Skills
Asset Management, Cash Management, Banking, Cash, Internal Controls, Equities, Securities, Risk Management, Mutual Funds, Series 7, Funding, Trading, Financial Services, Treasury Management, Settlement, Trading Systems, Relationship Management, Treasury, Operational Risk, Operational Risk..., Liquidity Management, AML, Liquidity Risk, Portfolio Management, Back Office, Finance, Fixed Income, Hedge Funds, Investment Banking, Financial Risk, Series 63, Derivatives, Alternative Investments, FX Options, Options, Bloomberg, Asset Managment, Due Diligence, Financial Markets, Investments, Payments, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Management and Finance
City University of New York-Brooklyn College 1986 — 1988
BS, Management and Finance
University at Albany, SUNY 1983 — 1986
Economics
Nazareth Regional High School 1979 — 1983
CIT March 2015 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) December 2010 - March 2015
Fidelity Investments September 2007 - April 2010
Morgan Stanley August 2000 - September 2007
Pershing January 1997 - August 2000
Skills
Asset Management, Cash Management, Banking, Cash, Internal Controls, Equities, Securities, Risk Management, Mutual Funds, Series 7, Funding, Trading, Financial Services, Treasury Management, Settlement, Trading Systems, Relationship Management, Treasury, Operational Risk, Operational Risk..., Liquidity Management, AML, Liquidity Risk, Portfolio Management, Back Office, Finance, Fixed Income, Hedge Funds, Investment Banking, Financial Risk, Series 63, Derivatives, Alternative Investments, FX Options, Options, Bloomberg, Asset Managment, Due Diligence, Financial Markets, Investments, Payments, Capital Markets
Education
Fordham Gabelli School of Business 1991 — 1995
MBA, Management and Finance
City University of New York-Brooklyn College 1986 — 1988
BS, Management and Finance
University at Albany, SUNY 1983 — 1986
Economics
Nazareth Regional High School 1979 — 1983
Cristina Granda's Pershing Experience April 2008 - Present
Job Sr. Technology Trainer, AVP
Industry Financial Services
Experience
Pershing April 2008 - Present
Bear, Stearns Securities Corp. May 2005 - March 2008
Goldman Sachs Asset Management (GSAM) August 2004 - April 2005
RiskMetrics Group October 2000 - August 2002
AIG/Winterthur the Alliance October 1998 - November 2000
Elite Model Management, UK February 1998 - May 1998
Skills
Fluent in English and..., NASD Series 7 Licensed, Asset Managment, Banking, Spanish, English, Asset Management, Capital Markets, Financial Services, Financial Analysis, Leadership, Business Analysis, Business Development, Trading, Series 7, FINRA, Finance, Credit, Relationship Management, Options, Risk Management, Financial Markets, Strategy, Investment Advisory, Analysis
Education
Bentley University 1994 — 1997
B.S., Finance
St. John's International School - Waterloo, Belgium 1990 — 1994
High School Diploma
Pershing April 2008 - Present
Bear, Stearns Securities Corp. May 2005 - March 2008
Goldman Sachs Asset Management (GSAM) August 2004 - April 2005
RiskMetrics Group October 2000 - August 2002
AIG/Winterthur the Alliance October 1998 - November 2000
Elite Model Management, UK February 1998 - May 1998
Skills
Fluent in English and..., NASD Series 7 Licensed, Asset Managment, Banking, Spanish, English, Asset Management, Capital Markets, Financial Services, Financial Analysis, Leadership, Business Analysis, Business Development, Trading, Series 7, FINRA, Finance, Credit, Relationship Management, Options, Risk Management, Financial Markets, Strategy, Investment Advisory, Analysis
Education
Bentley University 1994 — 1997
B.S., Finance
St. John's International School - Waterloo, Belgium 1990 — 1994
High School Diploma
Laura Lucchesi, PMP, CUA's Pershing Experience 1997 - 1999
Job Associate, User Experience and Business Analyst
Industry Information Technology and Services
Experience
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
JPMorgan Chase February 1999 - May 2015
Holy Rosary Elementary School September 2011 - June 2012
JPMorgan Chase October 2008 - July 2011
JPMorgan Chase February 1999 - October 2008
JPMorgan Chase 1999 - 2004
Pershing 1997 - 1999
Brown Brothers Harriman & Co. 1996 - 1997
NYU Medical Center 1996 - 1996
Morgan Stanley Dean Witter 1989 - 1996
Prudential Securities 1986 - 1989
Skills
Usability Testing, User Experience, User-centered Design, Requirements Analysis, Usability, Testing, Web Applications, SAS, SDLC, Heuristic Evaluation, Requirements Gathering, JIRA, Business Analysis, Vendor Management, JavaScript, CSS, Quality Assurance, PMP, Information Architecture, Quality Center, HTML, Intranet, Agile Methodologies, Visio, Mainframe, Business Requirements, User Acceptance Testing, Accessibility, Photoshop, COBOL, SQL, User Research, Usability Engineering, Wireframes, ASP, QTP, VBScript, JSP, Data Security, Paint Shop Pro, VLAN, Vignette, Application Development, MS Project, Card Sorting, Prototyping, Application Design, Front-end Development, Documentation, SQL Server
Education
Project Management Institute 2005 — 2005
Certified PMP, Project Management Profesional
Human Factors International 2004 — 2004
Certified Usability Analyst, Usability
Baruch College 1988 — 1993
Master of Science, Computer Methodology
New York University 1988 — 1993
Master of Science (M.S.), Computer Methodology
Pace University 1982 — 1985
Bachelor of Science, Computer Science
Bishop Kearney H.S. 1979 — 1982
1982, Regents Diploma
St. Michael's 1970 — 1978
Eugene Sesny's Pershing Experience August 1995 - May 2007
Job TRADING OPERATIONS SPECIALIST at NASDAQ
Industry Financial Services
Experience
NASDAQ August 2007 - Present
Pershing August 1995 - May 2007
Skills
Hedge Funds, Portfolio Management, Options, Equities, Trading, Electronic Trading, Capital Markets, Financial Markets, Series 7, Trading Systems, Asset Managment, Securities, Equity Trading, Series 63, Financial Services, Bloomberg, Risk Management
Education
City University of New York-College of Staten Island 1989 — 2003
NASDAQ August 2007 - Present
Pershing August 1995 - May 2007
Skills
Hedge Funds, Portfolio Management, Options, Equities, Trading, Electronic Trading, Capital Markets, Financial Markets, Series 7, Trading Systems, Asset Managment, Securities, Equity Trading, Series 63, Financial Services, Bloomberg, Risk Management
Education
City University of New York-College of Staten Island 1989 — 2003
Richard Powers's Pershing Experience May 2005 - June 2007
Job Vice President Goldman Sachs Execution & Clearing
Industry Financial Services
Experience
Goldman Sachs June 2007 - Present
Pershing May 2005 - June 2007
Vanguard 2004 - 2005
Skills
Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Derivatives, Options, ETFs, FX, Trading, Series 63, Bloomberg, Capital Markets, Electronic Trading, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, FX Options, Market Data, Middle Office, Securities, Trading Systems
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance
Temple University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Goldman Sachs June 2007 - Present
Pershing May 2005 - June 2007
Vanguard 2004 - 2005
Skills
Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Derivatives, Options, ETFs, FX, Trading, Series 63, Bloomberg, Capital Markets, Electronic Trading, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, FX Options, Market Data, Middle Office, Securities, Trading Systems
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance
Temple University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Frank Hewitt's Pershing Experience January 2006 - Present
Job Vice President of Finance, Managed Investments at Pershing LLC a BNYMellon Company
Industry Financial Services
Experience
Pershing January 2006 - Present
Lockwood Advisors, Inc. October 2001 - December 2005
Lockwood Advisors, Inc. October 1999 - October 2001
Skills
Series 7, Business Analysis, Mutual Funds, Asset Management, Finance, Financial Services, Project Management
Education
Cabrini College 1992 — 1994
BS
Pershing January 2006 - Present
Lockwood Advisors, Inc. October 2001 - December 2005
Lockwood Advisors, Inc. October 1999 - October 2001
Skills
Series 7, Business Analysis, Mutual Funds, Asset Management, Finance, Financial Services, Project Management
Education
Cabrini College 1992 — 1994
BS
Patrick Creighton's Pershing Experience 2005 - 2007
Job Technology Financial Services
Industry Banking
Experience
FolioDynamix September 2010 - Present
CheckFree Investment Services 2007 - March 2011
Pershing 2005 - 2007
CheckFree February 2006 - February 2006
Skills
Fixed Income, SDLC, Equities
Education
Binghamton University 2000 — 2001
Bachelor of Science (BS), Economics, 3.5
St. Lawrence University
FolioDynamix September 2010 - Present
CheckFree Investment Services 2007 - March 2011
Pershing 2005 - 2007
CheckFree February 2006 - February 2006
Skills
Fixed Income, SDLC, Equities
Education
Binghamton University 2000 — 2001
Bachelor of Science (BS), Economics, 3.5
St. Lawrence University
Edzer Alexis's Pershing Experience January 2002 - July 2006
Job Team Lead
Industry Investment Banking
Experience
Barclays Wealth 2008 - Present
Barclays Capital August 2006 - Present
Pershing January 2002 - July 2006
chase 2000 - 2002
Pershing 2000 - 2002
Education
City University of New York City College 2007 — 2009
George Westinghouse High School 1994 — 2007
Barclays Wealth 2008 - Present
Barclays Capital August 2006 - Present
Pershing January 2002 - July 2006
chase 2000 - 2002
Pershing 2000 - 2002
Education
City University of New York City College 2007 — 2009
George Westinghouse High School 1994 — 2007
Goutam Ghosh's Pershing Experience 1998 - 2002
Job Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
HSBC Securities 2009 - Present
Citi Smith Barney 2005 - 2009
Smith Barney 2005 - 2009
Merrill Lynch 2002 - 2005
Pershing 1998 - 2002
PHDCCI 1984 - 1984
Skills
Asset Management, Asset Managment, Business Intelligence, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 7, Wealth Management, Investment Banking, Finance, Capital Markets, Leadership, Portfolio Management, Financial Services, Banking, Derivatives
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Birla Institute of Technology 1981 — 1983
M.B.A., Marketing and International Business
Delhi University 1978 — 1981
Michelle Wraight, CISM, CRISC's Pershing Experience November 2010 - Present
Job Chief Privacy Officer at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company November 2012 - Present
Pershing November 2010 - Present
Pershing April 2008 - November 2010
Merck & Co., Inc. March 2006 - September 2007
Merck January 2005 - March 2006
Merck February 2001 - January 2005
Merck September 1993 - February 2001
Merck September 1989 - September 1993
Johnson & Johnson May 1985 - September 1989
Skills
Data Privacy, Financial Risk, Information Security, Privacy Law, Program Management, Information Technology, Vulnerability Management, Data Security, Team Management, Computer Security, Outsourcing, Enterprise Software, Security, Project Portfolio..., PMP, Application Security, Integration
Education
Capella University
Bachelor of Science, Information Technology
Pershing, a BNY Mellon company November 2012 - Present
Pershing November 2010 - Present
Pershing April 2008 - November 2010
Merck & Co., Inc. March 2006 - September 2007
Merck January 2005 - March 2006
Merck February 2001 - January 2005
Merck September 1993 - February 2001
Merck September 1989 - September 1993
Johnson & Johnson May 1985 - September 1989
Skills
Data Privacy, Financial Risk, Information Security, Privacy Law, Program Management, Information Technology, Vulnerability Management, Data Security, Team Management, Computer Security, Outsourcing, Enterprise Software, Security, Project Portfolio..., PMP, Application Security, Integration
Education
Capella University
Bachelor of Science, Information Technology
Alexander Gardosh's Pershing Experience 1995 - 1997
Job Seeking parttime position in Information Technology as Systems/Application Architect or Project Leader/Manager
Industry Information Technology and Services
Experience
BNY Mellon February 1997 - January 2015
Pershing 1995 - 1997
Various 1980 - 1995
Cornell Computer Corporation 1980 - 1986
Skills
Software Project..., Risk Management, Application Development, Certified Scrum Master..., Systems Analysis, Mainframe, MVS, Databases, Unix, VSAM, JCL, TSO, SQL, SDLC, CICS, XML, DB2, COBOL, Visio, Banking, Data Modeling, Project Management, Requirements Analysis, PMO, Data Warehousing, Disaster Recovery, Requirements Gathering, Business Requirements, PMP, Business Analysis, IT Strategy, SOA, IT Management, Project Portfolio..., Software Development
Education
City University of New York-Baruch College 1970 — 1974
BBA, Data Processing, Magna Cum Laude
BNY Mellon February 1997 - January 2015
Pershing 1995 - 1997
Various 1980 - 1995
Cornell Computer Corporation 1980 - 1986
Skills
Software Project..., Risk Management, Application Development, Certified Scrum Master..., Systems Analysis, Mainframe, MVS, Databases, Unix, VSAM, JCL, TSO, SQL, SDLC, CICS, XML, DB2, COBOL, Visio, Banking, Data Modeling, Project Management, Requirements Analysis, PMO, Data Warehousing, Disaster Recovery, Requirements Gathering, Business Requirements, PMP, Business Analysis, IT Strategy, SOA, IT Management, Project Portfolio..., Software Development
Education
City University of New York-Baruch College 1970 — 1974
BBA, Data Processing, Magna Cum Laude
Jim Halloran's Pershing Experience 2004 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing 2004 - Present
Merrill Lynch May 1989 - November 2004
Morgan Stanley June 1986 - May 1989
Skills
Six Sigma, Process Improvement, Team Leadership, Risk Management, Business Analysis, Call Centers, Continuous Improvement, Management, Operations Management, Quality Management, Leadership, Project Management, Vendor Management, Change Management, Program Management, Business Process..., Cross-functional Team..., Strategy
Education
Rider University 1996 — 1998
MBA
Baruch College, City University of New York (CUNY) 1984 — 1986
BA, Finance and Investments
Pershing 2004 - Present
Merrill Lynch May 1989 - November 2004
Morgan Stanley June 1986 - May 1989
Skills
Six Sigma, Process Improvement, Team Leadership, Risk Management, Business Analysis, Call Centers, Continuous Improvement, Management, Operations Management, Quality Management, Leadership, Project Management, Vendor Management, Change Management, Program Management, Business Process..., Cross-functional Team..., Strategy
Education
Rider University 1996 — 1998
MBA
Baruch College, City University of New York (CUNY) 1984 — 1986
BA, Finance and Investments
William Lesko's Pershing Experience 1997 - 2002
Job Owner, strike fourth llc
Industry Real Estate
Experience
leso inc Owner / PresidentStrike Fourth llcNovember 2013 - Present
Pershing Trading Corp 1997 - 2002
Pershing 1997 - 2002
Oppenheimer & Co. 1992 - 1996
Skills
Equity Trading, Market Making, Electronic Trading, Proprietary Trading, Trading Strategies, Trading Systems, Series 7, Series 63, Trading, Options, Equities, Bloomberg, Equity Derivatives, Securities, Hedge Funds, Financial Markets, Alternative Investments, Capital Markets, ETFs, Fixed Income, Wealth Management, Series 24, Asset Management, Investments, Brokerage, Bonds, Investment Advisory, Investment Strategies, Portfolio Management, Technical Analysis, Mutual Funds, Private Equity, Asset Allocation, Investment Banking, Derivatives, Investment Management, Investor Relations, Emerging Markets, Venture Capital, Stocks, Valuation, Financial Advisory, Financial Services, FINRA, Due Diligence, Retirement Planning, Financial Modeling, IPO, Risk Management
Education
Case Western Reserve University 1979 — 1983
ba, History
leso inc Owner / PresidentStrike Fourth llcNovember 2013 - Present
Pershing Trading Corp 1997 - 2002
Pershing 1997 - 2002
Oppenheimer & Co. 1992 - 1996
Skills
Equity Trading, Market Making, Electronic Trading, Proprietary Trading, Trading Strategies, Trading Systems, Series 7, Series 63, Trading, Options, Equities, Bloomberg, Equity Derivatives, Securities, Hedge Funds, Financial Markets, Alternative Investments, Capital Markets, ETFs, Fixed Income, Wealth Management, Series 24, Asset Management, Investments, Brokerage, Bonds, Investment Advisory, Investment Strategies, Portfolio Management, Technical Analysis, Mutual Funds, Private Equity, Asset Allocation, Investment Banking, Derivatives, Investment Management, Investor Relations, Emerging Markets, Venture Capital, Stocks, Valuation, Financial Advisory, Financial Services, FINRA, Due Diligence, Retirement Planning, Financial Modeling, IPO, Risk Management
Education
Case Western Reserve University 1979 — 1983
ba, History
Rebecca Hacker's Pershing Experience 2000 - 2002
Job Vice President, Moody's Global Compliance Training
Industry Financial Services
Experience
Moody's Corporation February 2014 - Present
REH Enterprises, Inc. 2006 - February 2014
REH Enterprises 2006 - February 2014
Forest Research 2002 - 2006
Pershing 2000 - 2002
NCR Corporation 1997 - 1999
NCR Corporation 1996 - 1997
RCREATIVE 1995 - 1997
Sprint Video Group (Sprint Meeting Channel) 1992 - 1994
Skills
Instructional Design, Classroom Instruction, Instructor-led Training, E-learning, Marketing Communications, Procedure Development, Procedures Manuals, Training & Development, Office Management, Consultant Coordination, Management Consulting, Presentation Development, Training Delivery, Training Management, Employee Training, Blended Learning, Career Development, Learning Management, Employee Relations, Training, Needs Analysis, Team Building, Performance Improvement, Organizational Learning, Strategy, Policy, Change Management, Program Management, Project Management, Organizational..., Management, Recruiting, Workshop Facilitation, Leadership, Technical Training, Talent Management, Employee Engagement, Human Resources, Performance Consulting, Executive Coaching, Staff Development, Consulting
Education
Central Michigan University
MSA, Business Administration, Business Management
University of Maryland College Park
BS, Business Management
Moody's Corporation February 2014 - Present
REH Enterprises, Inc. 2006 - February 2014
REH Enterprises 2006 - February 2014
Forest Research 2002 - 2006
Pershing 2000 - 2002
NCR Corporation 1997 - 1999
NCR Corporation 1996 - 1997
RCREATIVE 1995 - 1997
Sprint Video Group (Sprint Meeting Channel) 1992 - 1994
Skills
Instructional Design, Classroom Instruction, Instructor-led Training, E-learning, Marketing Communications, Procedure Development, Procedures Manuals, Training & Development, Office Management, Consultant Coordination, Management Consulting, Presentation Development, Training Delivery, Training Management, Employee Training, Blended Learning, Career Development, Learning Management, Employee Relations, Training, Needs Analysis, Team Building, Performance Improvement, Organizational Learning, Strategy, Policy, Change Management, Program Management, Project Management, Organizational..., Management, Recruiting, Workshop Facilitation, Leadership, Technical Training, Talent Management, Employee Engagement, Human Resources, Performance Consulting, Executive Coaching, Staff Development, Consulting
Education
Central Michigan University
MSA, Business Administration, Business Management
University of Maryland College Park
BS, Business Management
Lourdes Trofeo's Pershing Experience July 2010 - June 2011
Job VP, HRIS at Evercore Partners
Industry Financial Services
Experience
Evercore Partners July 2011 - Present
Pershing July 2010 - June 2011
Frank Crystal & Company 2010 - 2011
Expaticore Services LLC 2009 - 2010
Expaticore LLC 2009 - 2010
Cantor Fitzgerald August 2005 - August 2007
Fidelity Investments April 2003 - February 2004
JLK Engineers 2003 - 2004
DoubleClick 2000 - 2003
ProBusiness 1996 - 2000
Skills
HRIS, Benefits Administration, Payroll, Talent Management, Human Resources, Employee Benefits, Microsoft Excel, Performance Management, Talent Acquisition, Deferred Compensation, Personnel Management, Onboarding, Succession Planning, Employee Relations, Management, PeopleSoft
Education
Villanova University 2011 — 2013
MS, Human Resources
California State University-San Bernardino - College of Business and Public Administration 1985 — 1990
Bachelors in Science, Business Administration
Evercore Partners July 2011 - Present
Pershing July 2010 - June 2011
Frank Crystal & Company 2010 - 2011
Expaticore Services LLC 2009 - 2010
Expaticore LLC 2009 - 2010
Cantor Fitzgerald August 2005 - August 2007
Fidelity Investments April 2003 - February 2004
JLK Engineers 2003 - 2004
DoubleClick 2000 - 2003
ProBusiness 1996 - 2000
Skills
HRIS, Benefits Administration, Payroll, Talent Management, Human Resources, Employee Benefits, Microsoft Excel, Performance Management, Talent Acquisition, Deferred Compensation, Personnel Management, Onboarding, Succession Planning, Employee Relations, Management, PeopleSoft
Education
Villanova University 2011 — 2013
MS, Human Resources
California State University-San Bernardino - College of Business and Public Administration 1985 — 1990
Bachelors in Science, Business Administration
Satish Gopalakrishnan's Pershing Experience 2002 - 2003
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2009 - Present
Credit Suisse January 2006 - December 2008
Credit Suisse October 2003 - December 2005
Pershing 2002 - 2003
iNautix Technologies 2000 - 2002
Skills
Unix, Software Project..., SDLC, Requirements Analysis, Investment Banking, Business Analysis, Sybase, Agile Methodologies
Education
Birla Institute of Technology and Science, Pilani 1996 — 2000
Credit Suisse January 2009 - Present
Credit Suisse January 2006 - December 2008
Credit Suisse October 2003 - December 2005
Pershing 2002 - 2003
iNautix Technologies 2000 - 2002
Skills
Unix, Software Project..., SDLC, Requirements Analysis, Investment Banking, Business Analysis, Sybase, Agile Methodologies
Education
Birla Institute of Technology and Science, Pilani 1996 — 2000
Garrett Pechillo's Pershing Experience 1986 - 1988
Job Senior Recruiter at BUSINESS INFORMATION SERVICES
Industry Staffing and Recruiting
Experience
BUSINESS INFORMATION SERVICES 2005 - 2011
Societe Generale 1995 - 2005
Kidder Peabody 1988 - 1994
Pershing 1986 - 1988
Education
City University of New York-Brooklyn College
Economics
BUSINESS INFORMATION SERVICES 2005 - 2011
Societe Generale 1995 - 2005
Kidder Peabody 1988 - 1994
Pershing 1986 - 1988
Education
City University of New York-Brooklyn College
Economics
Christina Cerroni's Pershing Experience March 2008 - March 2010
Job Consultant, Project Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
AIG March 2012 - June 2013
J.P. Morgan January 2011 - March 2012
Nomura Securities March 2010 - December 2010
Pershing March 2008 - March 2010
iNautix March 2008 - March 2010
Broadridge Financial Solutions July 2005 - March 2008
Various January 1999 - January 2005
Skills
PMP, PMO, SDLC, SaaS, SharePoint, Analysis, Requirements Gathering, Business Analysis, Hedge Funds, CRM, Program Management, Integration, Project Management, MS Project, Analytics, Agile Methodologies, Outsourcing, Software Documentation, Management, Strategy, Capital Markets, Business Requirements, Software Project..., Business Process..., Banking, Portfolio Management, Process Improvement, Enterprise Software, Leadership, Financial Services, Databases, IT Strategy, Project Portfolio..., Requirements Analysis, Fixed Income, Data Warehousing, Software Development, Risk Management, Vendor Management, Resource Management, Microsoft Project
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Business Computer Information Systems
Hofstra University 1993 — 1996
BE, Engineering
Paul D. Schreiber HS 1988 — 1992
Morgan Stanley July 2013 - Present
AIG March 2012 - June 2013
J.P. Morgan January 2011 - March 2012
Nomura Securities March 2010 - December 2010
Pershing March 2008 - March 2010
iNautix March 2008 - March 2010
Broadridge Financial Solutions July 2005 - March 2008
Various January 1999 - January 2005
Skills
PMP, PMO, SDLC, SaaS, SharePoint, Analysis, Requirements Gathering, Business Analysis, Hedge Funds, CRM, Program Management, Integration, Project Management, MS Project, Analytics, Agile Methodologies, Outsourcing, Software Documentation, Management, Strategy, Capital Markets, Business Requirements, Software Project..., Business Process..., Banking, Portfolio Management, Process Improvement, Enterprise Software, Leadership, Financial Services, Databases, IT Strategy, Project Portfolio..., Requirements Analysis, Fixed Income, Data Warehousing, Software Development, Risk Management, Vendor Management, Resource Management, Microsoft Project
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MS, Business Computer Information Systems
Hofstra University 1993 — 1996
BE, Engineering
Paul D. Schreiber HS 1988 — 1992
Reggie Garner's Pershing Experience June 1980 - March 1985
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley December 2007 - Present
Morgan Stanley Smith Barney 1991 - Present
New York City Health & Hospitals August 1987 - June 1991
Pershing June 1980 - March 1985
Skills
Fixed Income, Vendor Management, Series 7
Education
City University of New York City College 2000 — 2004
Morgan Stanley December 2007 - Present
Morgan Stanley Smith Barney 1991 - Present
New York City Health & Hospitals August 1987 - June 1991
Pershing June 1980 - March 1985
Skills
Fixed Income, Vendor Management, Series 7
Education
City University of New York City College 2000 — 2004
Warren Eastman's Pershing Experience December 2008 - September 2010
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
JP Morgan Chase September 2010 - Present
Pershing December 2008 - September 2010
TD Ameritrade February 2006 - April 2008
DTCC May 2001 - December 2005
Wachovia June 2000 - May 2001
First Union National Bank December 1994 - June 2000
BayBank February 1989 - December 1994
Skills
Business Development, Sales Management, Mergers, Relationship Management, Sales, E-commerce, Equities, Securities, Financial Services, Fixed Income, Series 7, Mutual Funds, Capital Markets, Wealth Management
Education
Boston University 1991 — 1993
Master of Business Administration (MBA), Finance
Syracuse University 1983 — 1988
Bachelor of Science (BS), Finance, Economics
Gabrielle LeBoss's Pershing Experience March 2011 - April 2014
Job Enterprise Test Process Management, Vice President at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Pershing March 2011 - April 2014
Pershing July 2005 - March 2011
Pershing August 1994 - September 2005
Skills
SDLC, Quality Assurance, Offshore Management, Software Project..., QA Engineering, Process Improvement, Quality Center, Analysis, PMO, Business Process, Test Planning, Program Management, Team Building, Business Requirements, Business Analysis, HP Quality Center, Testing
Education
City University of New York-College of Staten Island 1989 — 1993
BA, Marketing
Pershing, a BNY Mellon company April 2014 - Present
Pershing March 2011 - April 2014
Pershing July 2005 - March 2011
Pershing August 1994 - September 2005
Skills
SDLC, Quality Assurance, Offshore Management, Software Project..., QA Engineering, Process Improvement, Quality Center, Analysis, PMO, Business Process, Test Planning, Program Management, Team Building, Business Requirements, Business Analysis, HP Quality Center, Testing
Education
City University of New York-College of Staten Island 1989 — 1993
BA, Marketing
Kim Zeidner's Pershing Experience November 2006 - April 2009
Job Assistant Vice President at Pershing
Industry Financial Services
Experience
Pershing November 2006 - April 2009
Fidelity Investments August 2000 - October 2006
Bear Stearns June 1991 - July 2000
Education
City University of New York-College of Staten Island 1989 — 2005
Pershing November 2006 - April 2009
Fidelity Investments August 2000 - October 2006
Bear Stearns June 1991 - July 2000
Education
City University of New York-College of Staten Island 1989 — 2005
Edward Mendez's Pershing Experience March 2000 - Present
Job Vice President at Pershing
Industry Information Technology and Services
Experience
Pershing March 2000 - Present
Pershing March 2000 - January 2006
The Chase Manhattan Bank August 1998 - March 2000
Barclays Capital August 1990 - July 1998
American Direct Mail Company 1990 - 1990
Skills
IT Management, Security, Infrastructure, Data Center, Information Security, ITIL, Incident Management, Disaster Recovery, IT Strategy, Vendor Management, PMP, Management, Enterprise Architecture, Project Management, SDLC, SQL, Program Management, PMO, Outsourcing, Business Continuity, Risk Management, Project Portfolio...
Education
City University of New York-College of Staten Island 1987 — 1991
Accounting
Pershing March 2000 - Present
Pershing March 2000 - January 2006
The Chase Manhattan Bank August 1998 - March 2000
Barclays Capital August 1990 - July 1998
American Direct Mail Company 1990 - 1990
Skills
IT Management, Security, Infrastructure, Data Center, Information Security, ITIL, Incident Management, Disaster Recovery, IT Strategy, Vendor Management, PMP, Management, Enterprise Architecture, Project Management, SDLC, SQL, Program Management, PMO, Outsourcing, Business Continuity, Risk Management, Project Portfolio...
Education
City University of New York-College of Staten Island 1987 — 1991
Accounting
Paul Wigdor's Pershing Experience 1999 - 2006
Job Managing Director Ascendant Funds at Ascendant Advisors
Industry Financial Services
Experience
Ascendant Advisors February 2011 - Present
Superfund USA, Inc. May 2006 - February 2011
Pershing 1999 - 2006
Bear Stearns 1994 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
JD
Brandeis University 1986 — 1990
BA
Ascendant Advisors February 2011 - Present
Superfund USA, Inc. May 2006 - February 2011
Pershing 1999 - 2006
Bear Stearns 1994 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
JD
Brandeis University 1986 — 1990
BA
Kevin Ralph's Pershing Experience Stock Record/Control ManagerDatek Online1999 - 2002
Job Senior Analyst at Pershing
Industry Investment Banking
Experience
Pershing Stock Record/Control ManagerDatek Online1999 - 2002
Education
City University of New York-College of Staten Island
Pershing Stock Record/Control ManagerDatek Online1999 - 2002
Education
City University of New York-College of Staten Island
Brian Corkery's Pershing Experience 2010 - 2011
Job Vice President at Citi Global Transaction Services
Industry Financial Services
Experience
Citi September 2011 - Present
Pershing 2010 - 2011
FundQuest 2006 - 2010
Liberty Mutual 2001 - 2006
Deltek 1996 - 2001
Skills
Mutual Funds, Management, Investments, Strategy, Asset Management, Financial Services, Wealth Management, Series 7, Alternative Investments, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
BA, Business
Citi September 2011 - Present
Pershing 2010 - 2011
FundQuest 2006 - 2010
Liberty Mutual 2001 - 2006
Deltek 1996 - 2001
Skills
Mutual Funds, Management, Investments, Strategy, Asset Management, Financial Services, Wealth Management, Series 7, Alternative Investments, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
BA, Business
Mitchell Budwick's Pershing Experience 1901 - 1901
Job Principal Sales
Industry Oil & Energy
Experience
Global Wax LLC 2011 - Present
Goldman Sachs 2004 - August 2011
UBS August 2003 - August 2004
Pax Clearing Corporation 2002 - 2004
Pershing 1901 - 1901
Skills
Structured Finance, Equities, Derivatives, Middle Office, Equity Derivatives, Options, Trading Systems, SQL, Oracle, Perl, Trading, Java, Electronic Trading, Market Data, Management
Education
Boston University 1985 — 1990
B.S.E.E, Electrical Engineering
Global Wax LLC 2011 - Present
Goldman Sachs 2004 - August 2011
UBS August 2003 - August 2004
Pax Clearing Corporation 2002 - 2004
Pershing 1901 - 1901
Skills
Structured Finance, Equities, Derivatives, Middle Office, Equity Derivatives, Options, Trading Systems, SQL, Oracle, Perl, Trading, Java, Electronic Trading, Market Data, Management
Education
Boston University 1985 — 1990
B.S.E.E, Electrical Engineering
Ramanarayanan Padmanabhan's Pershing Experience September 2009 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing September 2009 - Present
Banc of America Securities January 2003 - May 2009
Princeton eCom 2000 - 2001
Skills
Trading Systems, Electronic Trading, Management, Derivatives, Equities, SDLC, Fixed Income, Market Data, Sybase
Education
Birla Institute of Technology and Science, Pilani 1981 — 1986
Pershing September 2009 - Present
Banc of America Securities January 2003 - May 2009
Princeton eCom 2000 - 2001
Skills
Trading Systems, Electronic Trading, Management, Derivatives, Equities, SDLC, Fixed Income, Market Data, Sybase
Education
Birla Institute of Technology and Science, Pilani 1981 — 1986
Ramya Padmanabhan's Pershing Experience June 2004 - September 2007
Job Tech Lead at The Allant Group
Industry Computer Software
Experience
The Allant Group June 2013 - Present
Cars.com 2012 - 2013
Federal Reserve Bank of Chicago December 2010 - March 2012
STATS LLC January 2009 - December 2010
Pershing June 2004 - September 2007
Skills
PL/SQL, Oracle, Informatica, SQL, Databases, Software Project..., Perl, Microsoft SQL Server, XML, Java, JavaScript, Data Warehousing, C#, Unix, HTML, MySQL, Requirements Analysis, CSS, C++, Agile Methodologies
Education
Anna University 2001 — 2005
B.E, Computer Science
PSBB
The Allant Group June 2013 - Present
Cars.com 2012 - 2013
Federal Reserve Bank of Chicago December 2010 - March 2012
STATS LLC January 2009 - December 2010
Pershing June 2004 - September 2007
Skills
PL/SQL, Oracle, Informatica, SQL, Databases, Software Project..., Perl, Microsoft SQL Server, XML, Java, JavaScript, Data Warehousing, C#, Unix, HTML, MySQL, Requirements Analysis, CSS, C++, Agile Methodologies
Education
Anna University 2001 — 2005
B.E, Computer Science
PSBB
Christi Dillon's Pershing Experience September 2009 - June 2013
Job AVP at ICBC Financial Services
Industry Financial Services
Experience
ICBC Financial Services July 2013 - Present
Pershing September 2009 - June 2013
Wachovia April 2005 - July 2009
Barclays Capital July 2004 - April 2005
Freddie Mac June 2001 - April 2004
Skills
MBS, Trading Systems
Education
Capella University 2005 — 2007
MBA, Finance
The Catholic University of America 1997 — 2001
BA, Business (Finance)
Bishop Eustace Prep 1993 — 1997
High School
ICBC Financial Services July 2013 - Present
Pershing September 2009 - June 2013
Wachovia April 2005 - July 2009
Barclays Capital July 2004 - April 2005
Freddie Mac June 2001 - April 2004
Skills
MBS, Trading Systems
Education
Capella University 2005 — 2007
MBA, Finance
The Catholic University of America 1997 — 2001
BA, Business (Finance)
Bishop Eustace Prep 1993 — 1997
High School
Chandra Thuremella's Pershing Experience ArchitectADP1992 - 1996
Job VP at Pershing division of BNYMellon
Industry Financial Services
Experience
Pershing ArchitectADP1992 - 1996
AGS Information Systems 1990 - 1992
Education
Clemson University 1987 — 1990
ms, computer science
Osmania University
University of Hyderabad
new science college
Pershing ArchitectADP1992 - 1996
AGS Information Systems 1990 - 1992
Education
Clemson University 1987 — 1990
ms, computer science
Osmania University
University of Hyderabad
new science college
Patrick Cunnane's Pershing Experience June 2009 - August 2009
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Standard & Poor's November 2010 - March 2015
Ivy Asset Management September 2009 - September 2010
Pershing June 2009 - August 2009
Ivy Asset Management June 2007 - June 2009
Skills
Credit Risk, Bloomberg, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Fixed Income, Equities, Derivatives, Corporate Finance, Valuation, Alternative Investments, Treasury, Asset Management, Financial Institutions, Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2010
Bachelor of Science (B.S.), Finance
Adelphi University 2005 — 2007
Accounting
Kellenberg Memorial High School 2001 — 2005
J.P. Morgan March 2015 - Present
Standard & Poor's November 2010 - March 2015
Ivy Asset Management September 2009 - September 2010
Pershing June 2009 - August 2009
Ivy Asset Management June 2007 - June 2009
Skills
Credit Risk, Bloomberg, Financial Modeling, Financial Analysis, Hedge Funds, Capital Markets, Fixed Income, Equities, Derivatives, Corporate Finance, Valuation, Alternative Investments, Treasury, Asset Management, Financial Institutions, Insurance
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2010
Bachelor of Science (B.S.), Finance
Adelphi University 2005 — 2007
Accounting
Kellenberg Memorial High School 2001 — 2005
Nancy Chiu's Pershing Experience April 1986 - February 1996
Job Senior Managing Director, Production Quality at Teach for America
Industry Computer Software
Experience
Teach for America September 2012 - Present
Teach For America August 2009 - September 2012
Hewlett-Packard September 2008 - July 2009
Hewlett-Packard February 2005 - August 2008
Hewlett-Packard November 2004 - October 2007
Novadigm 1996 - 2004
Pershing April 1986 - February 1996
Prudential-Bache Securities January 1983 - March 1986
Skills
Quality Assurance, Agile Methodologies, Process Improvement, Program Management, Management, Team Leadership, Enterprise Software, Leadership, Analysis, Software Project..., Scrum, Test Planning, Project Management, Quality Center, SDLC, SaaS, Team Building, IT Service Management, ITIL Certified, ITIL, Software Documentation, Testing, Automation, CVS, Computer Hardware, Cloud Computing, Configuration Management, HP, Software Development, Troubleshooting, Networking, Test Automation
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
BA, Accounting
Teach for America September 2012 - Present
Teach For America August 2009 - September 2012
Hewlett-Packard September 2008 - July 2009
Hewlett-Packard February 2005 - August 2008
Hewlett-Packard November 2004 - October 2007
Novadigm 1996 - 2004
Pershing April 1986 - February 1996
Prudential-Bache Securities January 1983 - March 1986
Skills
Quality Assurance, Agile Methodologies, Process Improvement, Program Management, Management, Team Leadership, Enterprise Software, Leadership, Analysis, Software Project..., Scrum, Test Planning, Project Management, Quality Center, SDLC, SaaS, Team Building, IT Service Management, ITIL Certified, ITIL, Software Documentation, Testing, Automation, CVS, Computer Hardware, Cloud Computing, Configuration Management, HP, Software Development, Troubleshooting, Networking, Test Automation
Education
Baruch College, City University of New York (CUNY) 1978 — 1983
BA, Accounting
Barbara Fackelman's Pershing Experience April 2011 - Present
Job Vice President Sr. Product Manager at Pershing
Industry Financial Services
Experience
Pershing April 2011 - Present
FIS May 2008 - February 2011
Metavante May 2006 - May 2008
Fidelity National Information Systems February 2005 - April 2006
Fidelity National Information Systems February 2004 - February 2005
Fiserv CBS Worldwide January 2003 - December 2003
Fiserv CBS Worldwide 2001 - 2003
Fiserv CBS 1996 - 2001
Fiserv 1993 - 1996
Fiserv 1989 - 1993
Skills
Product Management, Project Management, Business Analysis, SDLC, Business Intelligence, Strategic Planning, Project Planning, Software Project..., Requirements Analysis, Business Process, Business Requirements, PMO, Team Management, Vendor Management, Management, Banking, CRM, Software Implementation, Visio, Team Building, Risk Management, Requirements Gathering, PMP, Project Portfolio..., Business Process..., Integration, Team Leadership, Financial Services, Process Improvement, IT Management, Product Development, Executive Management, Negotiation, Change Management, MS Project, Analysis, Project Delivery, IT Strategy, User Acceptance Testing, Strategy, Professional Services, Relationship Management, Software Development, Resource Management, Quality Assurance, Training, Marketing Strategy, Program Management, Cross-functional Team..., Management Consulting
Education
Central Connecticut State University
BS, Business Administration
University of Hartford
MBA, Marketing
Pershing April 2011 - Present
FIS May 2008 - February 2011
Metavante May 2006 - May 2008
Fidelity National Information Systems February 2005 - April 2006
Fidelity National Information Systems February 2004 - February 2005
Fiserv CBS Worldwide January 2003 - December 2003
Fiserv CBS Worldwide 2001 - 2003
Fiserv CBS 1996 - 2001
Fiserv 1993 - 1996
Fiserv 1989 - 1993
Skills
Product Management, Project Management, Business Analysis, SDLC, Business Intelligence, Strategic Planning, Project Planning, Software Project..., Requirements Analysis, Business Process, Business Requirements, PMO, Team Management, Vendor Management, Management, Banking, CRM, Software Implementation, Visio, Team Building, Risk Management, Requirements Gathering, PMP, Project Portfolio..., Business Process..., Integration, Team Leadership, Financial Services, Process Improvement, IT Management, Product Development, Executive Management, Negotiation, Change Management, MS Project, Analysis, Project Delivery, IT Strategy, User Acceptance Testing, Strategy, Professional Services, Relationship Management, Software Development, Resource Management, Quality Assurance, Training, Marketing Strategy, Program Management, Cross-functional Team..., Management Consulting
Education
Central Connecticut State University
BS, Business Administration
University of Hartford
MBA, Marketing
Arkady Perepelyuk's Pershing Experience January 2009 - March 2010
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan March 2010 - Present
J.P. Morgan March 2010 - Present
Pershing January 2009 - March 2010
Barclays Capital 2008 - January 2009
Lehman Brothers March 2006 - September 2008
JPMorgan April 2000 - April 2006
JPMorganChase 2000 - 2006
JP Morgan Chase 2000 - 2006
ICP February 1999 - April 2000
Bankers Trust April 1998 - April 1999
Skills
Trading Systems, Market Data, Prime Brokerage, Fixed Income, Hedge Funds, Equities, Derivatives, Investment Banking, Securities, Swaps, Equity Derivatives, Alternative Investments, Series 7, Credit Derivatives, Capital Markets
Education
New York University 2003 — 2004
APC, Systems And Management
Donec'kij Nacional'nij Tehnicnij Universitet 1979 — 1984
BS, EE
JP Morgan March 2010 - Present
J.P. Morgan March 2010 - Present
Pershing January 2009 - March 2010
Barclays Capital 2008 - January 2009
Lehman Brothers March 2006 - September 2008
JPMorgan April 2000 - April 2006
JPMorganChase 2000 - 2006
JP Morgan Chase 2000 - 2006
ICP February 1999 - April 2000
Bankers Trust April 1998 - April 1999
Skills
Trading Systems, Market Data, Prime Brokerage, Fixed Income, Hedge Funds, Equities, Derivatives, Investment Banking, Securities, Swaps, Equity Derivatives, Alternative Investments, Series 7, Credit Derivatives, Capital Markets
Education
New York University 2003 — 2004
APC, Systems And Management
Donec'kij Nacional'nij Tehnicnij Universitet 1979 — 1984
BS, EE
Andre Robinson's Pershing Experience August 2005 - February 2011
Job Head of Retail Advisory Business Development
Industry Financial Services
Experience
Voya Financial August 2011 - Present
Pershing August 2005 - February 2011
PFPC March 2004 - August 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Arcadia University
Voya Financial August 2011 - Present
Pershing August 2005 - February 2011
PFPC March 2004 - August 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Arcadia University
Mary Napolitano, PMP's Pershing Experience October 2003 - April 2005
Job Director, Marketing Technology at Dun & Bradstreet
Industry Information Services
Experience
Dun & Bradstreet May 2015 - Present
Dun & Bradstreet May 2009 - May 2015
Pershing October 2003 - April 2005
Pershing April 2000 - October 2003
Prentice Hall September 1995 - June 1999
Skills
SDLC, Vendor Management, Software Quality..., Project Management, Business Process..., Market Data, Lead Management, PMP, Salesforce.com, Lead Generation, Business Analysis, Risk Management, Product Management, Analytics, Software Project...
Education
Bucknell University 1991 — 1995
Bachelor of the Arts, English
Dun & Bradstreet May 2015 - Present
Dun & Bradstreet May 2009 - May 2015
Pershing October 2003 - April 2005
Pershing April 2000 - October 2003
Prentice Hall September 1995 - June 1999
Skills
SDLC, Vendor Management, Software Quality..., Project Management, Business Process..., Market Data, Lead Management, PMP, Salesforce.com, Lead Generation, Business Analysis, Risk Management, Product Management, Analytics, Software Project...
Education
Bucknell University 1991 — 1995
Bachelor of the Arts, English
Newton Chung's Pershing Experience October 1996 - March 2002
Job Director of Portfolio Sales and Trading at ITG
Industry Financial Services
Allison Stairs's Pershing Experience April 2012 - April 2013
Job Senior Technical Writer/Business Analyst at Independence Blue Cross
Industry Information Technology and Services
Experience
Independence Blue Cross December 2014 - December 2014
Pershing April 2012 - April 2013
VWR International July 2008 - December 2008
The Vanguard Group January 2006 - August 2007
Vanguard January 2004 - January 2006
The Vanguard Group June 2001 - December 2004
Skills
Vendor Management, Management, Unix, Interviews, Software Documentation, SDLC, Technical Recruiting, Security
Education
Art Institute of Pittsburgh 2007 — 2008
Web & Graphic Design
Penn State University 1991 — 1993
Psychology
Gettysburg College 1990 — 1991
Psychology
Independence Blue Cross December 2014 - December 2014
Pershing April 2012 - April 2013
VWR International July 2008 - December 2008
The Vanguard Group January 2006 - August 2007
Vanguard January 2004 - January 2006
The Vanguard Group June 2001 - December 2004
Skills
Vendor Management, Management, Unix, Interviews, Software Documentation, SDLC, Technical Recruiting, Security
Education
Art Institute of Pittsburgh 2007 — 2008
Web & Graphic Design
Penn State University 1991 — 1993
Psychology
Gettysburg College 1990 — 1991
Psychology
Dorian Carson's Pershing Experience April 2010 - December 2010
Job Vice President, Marketing Analyst at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
Citi February 2012 - Present
Citi June 2011 - February 2012
Pershing April 2010 - December 2010
JPMorgan Asset Management 2005 - 2009
Neuberger Berman November 2004 - February 2005
Alliance Capital Management June 2001 - November 2004
PIMCO June 1997 - December 2000
Prudential Investments March 1997 - May 1997
TIAA-CREF September 1991 - March 1997
Skills
Relationship Management, Financial Services, Leadership, Mutual Funds, Asset Management, Management, Cross-functional Team..., Project Management, CRM, Series 7, Forecasting, Sales, Banking, Alternative Investments, Vendor Management, Series 63
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing Mangement
Harry S Truman High School 1980 — 1984
Mahesh Lokare's Pershing Experience 2005 - 2005
Job
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Deutsche Bank 2010 - 2012
JP Morgan 2008 - 2010
Bear Stearns 2005 - 2008
Pershing 2005 - 2005
JP Morgan 2004 - 2005
City of New York 2003 - 2004
Lincoln National Risk Management 2001 - 2003
GoldenSource 2000 - 2001
J.P. Morgan 1998 - 2000
Skills
Derivatives, Equity Derivatives, Prime Brokerage, FX Options, Credit Derivatives, Market Data, Market Risk, Bloomberg, Trading Systems, Investment Banking, Capital Markets, Fixed Income
Education
Clemson University 1993 — 1996
MS
VJTI, Bombay 1988 — 1992
BS
J.P. Morgan 2012 - Present
Deutsche Bank 2010 - 2012
JP Morgan 2008 - 2010
Bear Stearns 2005 - 2008
Pershing 2005 - 2005
JP Morgan 2004 - 2005
City of New York 2003 - 2004
Lincoln National Risk Management 2001 - 2003
GoldenSource 2000 - 2001
J.P. Morgan 1998 - 2000
Skills
Derivatives, Equity Derivatives, Prime Brokerage, FX Options, Credit Derivatives, Market Data, Market Risk, Bloomberg, Trading Systems, Investment Banking, Capital Markets, Fixed Income
Education
Clemson University 1993 — 1996
MS
VJTI, Bombay 1988 — 1992
BS
Jon Lamarsh's Pershing Experience October 2007 - August 2011
Job Operations
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. August 2011 - Present
Pershing October 2007 - August 2011
Broadridge 2006 - 2007
ADP CLEARING & OUTSOURCING SERVICES, INC. 2000 - 2007
E*TRADE 2005 - 2006
Fleet Securities Inc: U.S. Clearing Corp 2000 - 2004
Skills
MBS, Options, Middle Office, Fixed Income Products, Fixed Income, Securities, Bloomberg, Equities, FINRA, Hedge Funds, Series 7, Banking
Education
City University of New York-College of Staten Island 2006 — 2010
Bacholer's, Accounting
KGS-Alpha Capital Markets, L.P. August 2011 - Present
Pershing October 2007 - August 2011
Broadridge 2006 - 2007
ADP CLEARING & OUTSOURCING SERVICES, INC. 2000 - 2007
E*TRADE 2005 - 2006
Fleet Securities Inc: U.S. Clearing Corp 2000 - 2004
Skills
MBS, Options, Middle Office, Fixed Income Products, Fixed Income, Securities, Bloomberg, Equities, FINRA, Hedge Funds, Series 7, Banking
Education
City University of New York-College of Staten Island 2006 — 2010
Bacholer's, Accounting
Jennifer Bacchiocchi's Pershing Experience July 2009 - November 2009
Job Manager Talent Development at Toys"R"Us, Inc.
Industry Education Management
Experience
Toys"R"Us, Inc. June 2015 - Present
Celgene May 2014 - June 2015
Toys R Us January 2012 - May 2014
Vonage August 2011 - December 2011
MetLife August 2010 - August 2011
Pfizer Consumer Healthcare November 2009 - August 2010
Pershing July 2009 - November 2009
ADP March 2009 - June 2009
TIFFANY & COMPANY September 2006 - February 2009
Barnes & Noble College Booksellers March 2004 - September 2006
Skills
Captivate, Retail, Consumer Products, Instructional Design, E-Learning, Project Management, ADDIE, Instructor-led Training, Articulate Studio, E-Learning Consulting, E-learning Modules, Storyboarding, SharePoint Designer, Luxury Goods, Training Project..., Lectora Certified Author, MOUS - Microsoft Office..., Workday, Change Management, Customer Experience, eCommerce, Software Documentation, Blended Learning, Leadership, Management, Onboarding, Team Building, Needs Analysis, Employee Training, Training Delivery, E-commerce
Education
Bergen Community College
Associates Degree, Applied Sciences & Technology
Toys"R"Us, Inc. June 2015 - Present
Celgene May 2014 - June 2015
Toys R Us January 2012 - May 2014
Vonage August 2011 - December 2011
MetLife August 2010 - August 2011
Pfizer Consumer Healthcare November 2009 - August 2010
Pershing July 2009 - November 2009
ADP March 2009 - June 2009
TIFFANY & COMPANY September 2006 - February 2009
Barnes & Noble College Booksellers March 2004 - September 2006
Skills
Captivate, Retail, Consumer Products, Instructional Design, E-Learning, Project Management, ADDIE, Instructor-led Training, Articulate Studio, E-Learning Consulting, E-learning Modules, Storyboarding, SharePoint Designer, Luxury Goods, Training Project..., Lectora Certified Author, MOUS - Microsoft Office..., Workday, Change Management, Customer Experience, eCommerce, Software Documentation, Blended Learning, Leadership, Management, Onboarding, Team Building, Needs Analysis, Employee Training, Training Delivery, E-commerce
Education
Bergen Community College
Associates Degree, Applied Sciences & Technology
Newton Chung's Pershing Experience December 1996 - March 2002
Job Manager, Trading at John W. Bristol & Co., Inc.
Industry Financial Services
Experience
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
John W. Bristol & Co., Inc. October 2014 - Present
WallachBeth Capital August 2013 - April 2014
Lazard Capital Markets January 2012 - December 2012
ITG March 2002 - November 2011
Pershing December 1996 - March 2002
DLJ Asset Management June 1996 - December 1996
Nomura Securities May 1988 - May 1996
Prudential Bache November 1986 - April 1988
The Chase Manhattan Bank July 1985 - October 1986
Skills
Series 7, Series 63, Series 55, Series 9, Series 10, Trading, Derivatives, Prime Brokerage, Equities, Options, Equity Trading, Bloomberg, Electronic Trading, Hedge Funds, Trading Systems, Investments, Capital Markets, Commodities, Mutual Funds, Equity Research, Equity Derivatives, New Business Development, Proprietary Trading, FINRA, Financial Markets, Commodity, Fixed Income, Series 24, Portfolio Management, Investment Banking, Securities, ETFs, Alternative Investments, Market Data, Bonds, FX Options, Private Equity, Valuation, Asset Management, Trading Strategies, Technical Analysis, Emerging Markets, Asset Allocation, Hedging, FX trading, Currency, Swaps, Low Latency, Structured Products, Investment Management
Education
Boston College 1981 — 1985
BA, economics
Xavier High School 1978 — 1981
Transfiguration School
Laurel Bishow's Pershing Experience 1991 - 1996
Job Math Tutor at East Stroudsburg Area School District
Industry Primary/Secondary Education
Experience
East Stroudsburg Area School District 2005 - Present
Pocono Record/Eastern Poconos Community News 2003 - Present
Mountain Laurel Errand Service 2001 - 2005
Morgan Stanley 1996 - 2001
Pershing 1991 - 1996
AT&T American Transtech 1989 - 1991
Fidelity Investments 1987 - 1989
Kendall Company 1984 - 1987
Charles T. Main (Parsons Main) 1981 - 1984
John Hancock Insurance Company 1978 - 1981
Education
Boston University Questrom School of Business
MBA, Managment, Organizational Behavior
Bryant University 1973 — 1976
BS, Management, Labor Relations
East Stroudsburg Area School District 2005 - Present
Pocono Record/Eastern Poconos Community News 2003 - Present
Mountain Laurel Errand Service 2001 - 2005
Morgan Stanley 1996 - 2001
Pershing 1991 - 1996
AT&T American Transtech 1989 - 1991
Fidelity Investments 1987 - 1989
Kendall Company 1984 - 1987
Charles T. Main (Parsons Main) 1981 - 1984
John Hancock Insurance Company 1978 - 1981
Education
Boston University Questrom School of Business
MBA, Managment, Organizational Behavior
Bryant University 1973 — 1976
BS, Management, Labor Relations
Debra Guarino's Pershing Experience October 2010 - December 2011
Job VP of Compliance at BNY Mellon
Industry Banking
Experience
BNY Mellon January 2012 - Present
Pershing October 2010 - December 2011
JPMorgan Chase June 2008 - March 2009
Bear Stearns November 1996 - May 2008
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Management and Finance
BNY Mellon January 2012 - Present
Pershing October 2010 - December 2011
JPMorgan Chase June 2008 - March 2009
Bear Stearns November 1996 - May 2008
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Management and Finance
William Fuhrman's Pershing Experience 1999 - 2001
Job Doctor DB2
Industry Information Technology and Services
Experience
Greater NY Area June 2011 - Present
UBS June 2003 - June 2011
UBS Wealth Management 2003 - 2010
Tridex Users Group 2000 - 2010
Morgan Stanley 2002 - 2002
Themis 1996 - 2002
Pershing 1999 - 2001
IDUG 1997 - 2000
Bell Atlantic 1997 - 1999
Skills
DB2, IBM Mainframe, z/OS, Performance Tuning, Database Administration, SQL, Database Design, SQL Tuning
Education
City University of New York City College 1968 — 1972
BS, Computer Science
Stuyvesant HS 1965 — 1968
Greater NY Area June 2011 - Present
UBS June 2003 - June 2011
UBS Wealth Management 2003 - 2010
Tridex Users Group 2000 - 2010
Morgan Stanley 2002 - 2002
Themis 1996 - 2002
Pershing 1999 - 2001
IDUG 1997 - 2000
Bell Atlantic 1997 - 1999
Skills
DB2, IBM Mainframe, z/OS, Performance Tuning, Database Administration, SQL, Database Design, SQL Tuning
Education
City University of New York City College 1968 — 1972
BS, Computer Science
Stuyvesant HS 1965 — 1968
Albert Moradi's Pershing Experience February 1990 - August 1992
Job Vice President at JPMorgan
Industry Investment Banking
Experience
JPMorgan August 1992 - Present
Pershing February 1990 - August 1992
Skills
Trading Systems, Fixed Income, Investment Banking, Equities, Derivatives
Education
Brooklyn College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
JPMorgan August 1992 - Present
Pershing February 1990 - August 1992
Skills
Trading Systems, Fixed Income, Investment Banking, Equities, Derivatives
Education
Brooklyn College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Michael Banas's Pershing Experience August 2006 - August 2008
Job Financial Planning Analyst at Lightspeed Research
Industry Insurance
Experience
Lightspeed Research May 2013 - Present
Hooper Holmes August 2008 - May 2013
Pershing August 2006 - August 2008
ADP November 2005 - August 2006
ADP August 2003 - November 2005
Merrill Lynch November 1999 - August 2003
Merrill Lynch May 1998 - November 1999
Education
Fairleigh Dickinson University 2000 — 2004
MBA, General
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Lightspeed Research May 2013 - Present
Hooper Holmes August 2008 - May 2013
Pershing August 2006 - August 2008
ADP November 2005 - August 2006
ADP August 2003 - November 2005
Merrill Lynch November 1999 - August 2003
Merrill Lynch May 1998 - November 1999
Education
Fairleigh Dickinson University 2000 — 2004
MBA, General
Bloomsburg University of Pennsylvania 1994 — 1998
BS, Finance
Kyle Dugan's Pershing Experience June 2006 - August 2006
Job Juris Doctor Recipient June 2015
Industry Legal Services
Experience
Winstead PC July 2014 - August 2014
Apache Corporation May 2014 - June 2014
Hon. Paul A. Crotty, U.S. District Court, S.D.N.Y. September 2013 - December 2013
Harlem RBI May 2013 - August 2013
Baseball America May 2011 - August 2011
NoMaas.org August 2009 - August 2011
Pershing June 2006 - August 2006
Skills
Editorial, Interviews, Research, Editing, Social Media, Copy Editing, Public Speaking, Microsoft Office, PowerPoint, Creative Writing, Microsoft Excel, Microsoft Word
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2015
Juris Doctor (J.D.), Intellectual Property and Communications Law
Hofstra University School of Law 2012 — 2013
Juris Doctor (J.D.)
The Johns Hopkins University 2004 — 2009
BS, Civil Engineering
Winstead PC July 2014 - August 2014
Apache Corporation May 2014 - June 2014
Hon. Paul A. Crotty, U.S. District Court, S.D.N.Y. September 2013 - December 2013
Harlem RBI May 2013 - August 2013
Baseball America May 2011 - August 2011
NoMaas.org August 2009 - August 2011
Pershing June 2006 - August 2006
Skills
Editorial, Interviews, Research, Editing, Social Media, Copy Editing, Public Speaking, Microsoft Office, PowerPoint, Creative Writing, Microsoft Excel, Microsoft Word
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2015
Juris Doctor (J.D.), Intellectual Property and Communications Law
Hofstra University School of Law 2012 — 2013
Juris Doctor (J.D.)
The Johns Hopkins University 2004 — 2009
BS, Civil Engineering
Eric Kiang's Pershing Experience July 2011 - December 2012
Job Product Manager at MediaRadar, Inc.
Industry Information Technology and Services
Experience
MediaRadar, Inc. November 2014 - Present
Oddcast January 2013 - November 2014
Pershing July 2011 - December 2012
Pershing July 2010 - July 2011
Rochester Institute of Technology 2007 - 2010
StudentVoice June 2009 - August 2009
Lenovo June 2008 - August 2008
EDS (Electronic Data Systems) June 2007 - August 2007
Skills
Product Development, Mandarin, Social Media, Leadership, Microsoft Office, Market Research, User Experience, Product Management, Public Speaking, Marketing, Wireframes, Technology Evaluation, Team Coordination, Business Intelligence, Vendor Relationships, Product Strategies, Product Design, Customer Analysis, Offshore Software..., Customer Insight, Agile Methodolgy, Scrum, Product Marketing, Research, Management, Strategy
Education
Rochester Institute of Technology 2005 — 2010
BS, IT, Business, Chinese Language
Fudan University 2009 — 2009
Chinese Language
Beijing Language and Culture University 2008 — 2008
Chinese Language
MediaRadar, Inc. November 2014 - Present
Oddcast January 2013 - November 2014
Pershing July 2011 - December 2012
Pershing July 2010 - July 2011
Rochester Institute of Technology 2007 - 2010
StudentVoice June 2009 - August 2009
Lenovo June 2008 - August 2008
EDS (Electronic Data Systems) June 2007 - August 2007
Skills
Product Development, Mandarin, Social Media, Leadership, Microsoft Office, Market Research, User Experience, Product Management, Public Speaking, Marketing, Wireframes, Technology Evaluation, Team Coordination, Business Intelligence, Vendor Relationships, Product Strategies, Product Design, Customer Analysis, Offshore Software..., Customer Insight, Agile Methodolgy, Scrum, Product Marketing, Research, Management, Strategy
Education
Rochester Institute of Technology 2005 — 2010
BS, IT, Business, Chinese Language
Fudan University 2009 — 2009
Chinese Language
Beijing Language and Culture University 2008 — 2008
Chinese Language
Kevin Leahy's Pershing Experience June 1984 - June 2011
Job
Industry Management Consulting
Experience
Bernard Herold & Co,. Inc. June 2013 - Present
Locust Advisory LLC October 2012 - Present
Locust Development Group LLC October 2012 - Present
The Foundation to Save the Jersey Shore, Inc November 2012 - January 2014
Pershing June 1984 - June 2011
KPMG December 1976 - June 1984
Skills
Investment Advisory, Series 63, Investments, Series 24, Capital Markets, Series 7, Wealth Management, Financial Analysis, Securities, Equities, Product Development, Management, Trading, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Options, Bonds, Electronic Trading
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Accounting
Providence College 1970 — 1974
BA, Economics
Bernard Herold & Co,. Inc. June 2013 - Present
Locust Advisory LLC October 2012 - Present
Locust Development Group LLC October 2012 - Present
The Foundation to Save the Jersey Shore, Inc November 2012 - January 2014
Pershing June 1984 - June 2011
KPMG December 1976 - June 1984
Skills
Investment Advisory, Series 63, Investments, Series 24, Capital Markets, Series 7, Wealth Management, Financial Analysis, Securities, Equities, Product Development, Management, Trading, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Options, Bonds, Electronic Trading
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Accounting
Providence College 1970 — 1974
BA, Economics
Brian Mayberry's Pershing Experience 1998 - 2005
Job Owner at Leithgow Development LLC
Industry Real Estate
Experience
Leithgow Development LLC February 2011 - Present
Gutter People Bucks County LLC January 2011 - Present
Boston Stock Exchange 1996 - 2006
Pershing 1998 - 2005
Skills
Risk Management, Financial Modeling, Derivatives, Trading, Bonds
Education
Boston University 1991 — 1996
BS, Finance
Leithgow Development LLC February 2011 - Present
Gutter People Bucks County LLC January 2011 - Present
Boston Stock Exchange 1996 - 2006
Pershing 1998 - 2005
Skills
Risk Management, Financial Modeling, Derivatives, Trading, Bonds
Education
Boston University 1991 — 1996
BS, Finance
John F. Armenia's Pershing Experience August 2005 - November 2010
Job Assistant Vice President at Citi Private Bank
Industry Financial Services
Experience
Citigroup November 2010 - Present
Pershing August 2005 - November 2010
Fidelity National Financial May 2004 - August 2005
Oppenheimer & Co. 2002 - 2004
Skills
Series 7, Bloomberg, Derivatives, Securities, Compliance, Risk, Fixed Income, Financial Risk, Portfolio Management, Risk Management, Equities, Options, Loans, Hedge Funds, Credit, Financial Services, FINRA, Asset Management, Prime Brokerage, Wealth Management, Credit Risk, Operational Risk, Collateral Management, Securities Lending, Finance
Education
City University of New York
BA, Finance
City University of New York
BA, Economics
Citigroup November 2010 - Present
Pershing August 2005 - November 2010
Fidelity National Financial May 2004 - August 2005
Oppenheimer & Co. 2002 - 2004
Skills
Series 7, Bloomberg, Derivatives, Securities, Compliance, Risk, Fixed Income, Financial Risk, Portfolio Management, Risk Management, Equities, Options, Loans, Hedge Funds, Credit, Financial Services, FINRA, Asset Management, Prime Brokerage, Wealth Management, Credit Risk, Operational Risk, Collateral Management, Securities Lending, Finance
Education
City University of New York
BA, Finance
City University of New York
BA, Economics
Will Gordon's Pershing Experience September 1998 - September 2000
Job Network Engineer at New York University
Industry Information Technology and Services
Experience
New York University June 2010 - Present
Delta Corporate Services August 2009 - June 2010
C3i, Inc. 2009 - 2010
Donovan Data Systems May 2001 - March 2009
Callisma September 2000 - March 2001
Pershing September 1998 - September 2000
Beth Israel Medical Center August 1995 - September 1998
Skills
Switches, VPN, Cisco Technologies, Firewalls, OSPF, TCP/IP, Routers, WAN, BGP, EIGRP, Vendor Management, Troubleshooting, CCNA
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Computer Information Systems
New York University June 2010 - Present
Delta Corporate Services August 2009 - June 2010
C3i, Inc. 2009 - 2010
Donovan Data Systems May 2001 - March 2009
Callisma September 2000 - March 2001
Pershing September 1998 - September 2000
Beth Israel Medical Center August 1995 - September 1998
Skills
Switches, VPN, Cisco Technologies, Firewalls, OSPF, TCP/IP, Routers, WAN, BGP, EIGRP, Vendor Management, Troubleshooting, CCNA
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Computer Information Systems
Tony Scatamacchia's Pershing Experience November 2009 - April 2010
Job Experienced Help Desk/Call Center Manager
Industry Financial Services
Experience
Pershing November 2009 - April 2010
Pershing/Bank of New York January 1996 - September 2009
PERSHING & CO January 1988 - September 2009
Pershing & Co. January 1993 - January 1996
Pershing & Co. January 1988 - January 1993
Education
Nassau Community College 1977 — 1979
Associate, Business Administration
Adelphi Business School
Adelphi University
Associates
Dale Carnegie Institute
Nassau Community College
Computer Programming
Pershing November 2009 - April 2010
Pershing/Bank of New York January 1996 - September 2009
PERSHING & CO January 1988 - September 2009
Pershing & Co. January 1993 - January 1996
Pershing & Co. January 1988 - January 1993
Education
Nassau Community College 1977 — 1979
Associate, Business Administration
Adelphi Business School
Adelphi University
Associates
Dale Carnegie Institute
Nassau Community College
Computer Programming
Laura Watt's Pershing Experience July 2001 - April 2007
Job Vice President Product Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Sathishbabu Gopalsamy's Pershing Experience December 2010 - Present
Job Vice President at Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company May 2014 - Present
Pershing December 2010 - Present
iNautix Technologies September 2001 - December 2010
Skills
Global Delivery, Requirements Analysis, Software Project..., Oracle, SDLC, Java, Business Analysis, SOA, XML, Microsoft SQL Server, Agile Methodologies, SQL, Sybase, JCL, Web Services, Project Management, Software Development, PMP, DB2, Vendor Management, Requirements Gathering, Spring, CICS
Education
Madurai Kamaraj University 1997 — 2001
B.E, Electronics and Communication
Birla Institute of Technology and Science, Pilani
M.S, Software Systems
Pershing, a BNY Mellon company May 2014 - Present
Pershing December 2010 - Present
iNautix Technologies September 2001 - December 2010
Skills
Global Delivery, Requirements Analysis, Software Project..., Oracle, SDLC, Java, Business Analysis, SOA, XML, Microsoft SQL Server, Agile Methodologies, SQL, Sybase, JCL, Web Services, Project Management, Software Development, PMP, DB2, Vendor Management, Requirements Gathering, Spring, CICS
Education
Madurai Kamaraj University 1997 — 2001
B.E, Electronics and Communication
Birla Institute of Technology and Science, Pilani
M.S, Software Systems
Helene West-Garcia's Pershing Experience December 1989 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing December 1989 - Present
Goldman Sachs April 1987 - December 1989
Skills
Series 7, Process Improvement, Securities
Education
John Jay College of Criminal Justice 1979 — 1983
BA, Poli Sci
Pershing December 1989 - Present
Goldman Sachs April 1987 - December 1989
Skills
Series 7, Process Improvement, Securities
Education
John Jay College of Criminal Justice 1979 — 1983
BA, Poli Sci
Sampad Ghosh's Pershing Experience June 2010 - August 2010
Job Student at City University of New YorkBaruch College Zicklin School of Business
Industry Financial Services
Experience
Undergraduate Student Government - Baruch College August 2011 - Present
Golden Key International Honour Society, Baruch College Chapter September 2011 - June 2012
Pershing June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Finance, Access, Outlook, Adobe Photoshop
Education
Baruch College, City University of New York (CUNY) 2008 — 2015
Bachelor’s Degree, Finance, General
Baruch College, City University of New York (CUNY) 2008 — 2015
Bachelor's degree, Finance, General
Undergraduate Student Government - Baruch College August 2011 - Present
Golden Key International Honour Society, Baruch College Chapter September 2011 - June 2012
Pershing June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Finance, Access, Outlook, Adobe Photoshop
Education
Baruch College, City University of New York (CUNY) 2008 — 2015
Bachelor’s Degree, Finance, General
Baruch College, City University of New York (CUNY) 2008 — 2015
Bachelor's degree, Finance, General
Selena Yuen's Pershing Experience June 2011 - August 2011
Job SAP FICO Lead Analyst at Eaton
Industry Information Technology and Services
Experience
Eaton June 2015 - Present
Eaton June 2013 - June 2015
Eaton Corporation June 2012 - August 2012
Pershing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Project Management, User Experience, Corporate Finance, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
Bachelor of Science, Business Administration
Hong Kong University of Science and Technology - School of Business and Management
Bachelor of Science, Business Administration
Eaton June 2015 - Present
Eaton June 2013 - June 2015
Eaton Corporation June 2012 - August 2012
Pershing June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Teamwork, Project Management, User Experience, Corporate Finance, Business Analysis
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2013
Bachelor of Science, Business Administration
Hong Kong University of Science and Technology - School of Business and Management
Bachelor of Science, Business Administration
Alexander Noskov's Pershing Experience June 2004 - August 2005
Job Owner at AJN Risk and Compliance
Industry Financial Services
Experience
AJN Risk and Compliance January 2014 - Present
China Construction Bank January 2012 - January 2014
AJN Risk and Compliance March 2011 - March 2012
FBN / ABN AMRO October 2009 - March 2011
LBBW January 2008 - October 2009
Deutsche Bank August 2005 - September 2007
Pershing June 2004 - August 2005
KCG Holdings, Inc. January 2000 - June 2004
Bankers Trust 1998 - 2000
Skills
AML, KYC, CDD, EDD, OFAC, Sanctions, Due Diligence, Banking, BSA, Compliance, USA PATRIOT Act, FFIEC, Securities, Capital Markets, Financial Risk, Equities, Fixed Income, Financial Services, Series 24, Derivatives, Hedge Funds, Series 4, Series 7, Operational Risk..., Financial Markets, FINRA, Operational Risk, FX, FX trading, Risk Assessment, Risk Management, Enterprise Risk..., Correspondent Banking, Wholesale Banking, Currency Clearing, Trade Finance, Anti Money Laundering
Education
City University of New York-Baruch College 1993 — 1997
BBA, Finance and Investments
Kiev State Economics University 1988 — 1992
Bachelor of Business Administration (BBA), FEF
AJN Risk and Compliance January 2014 - Present
China Construction Bank January 2012 - January 2014
AJN Risk and Compliance March 2011 - March 2012
FBN / ABN AMRO October 2009 - March 2011
LBBW January 2008 - October 2009
Deutsche Bank August 2005 - September 2007
Pershing June 2004 - August 2005
KCG Holdings, Inc. January 2000 - June 2004
Bankers Trust 1998 - 2000
Skills
AML, KYC, CDD, EDD, OFAC, Sanctions, Due Diligence, Banking, BSA, Compliance, USA PATRIOT Act, FFIEC, Securities, Capital Markets, Financial Risk, Equities, Fixed Income, Financial Services, Series 24, Derivatives, Hedge Funds, Series 4, Series 7, Operational Risk..., Financial Markets, FINRA, Operational Risk, FX, FX trading, Risk Assessment, Risk Management, Enterprise Risk..., Correspondent Banking, Wholesale Banking, Currency Clearing, Trade Finance, Anti Money Laundering
Education
City University of New York-Baruch College 1993 — 1997
BBA, Finance and Investments
Kiev State Economics University 1988 — 1992
Bachelor of Business Administration (BBA), FEF
Chatese Allen's Pershing Experience September 1996 - June 1998
Job Independent Business Consultant
Industry Telecommunications
Experience
CCWM January 2011 - Present
Allen Family Christian Daycare August 1998 - Present
ACN June 2009 - Present
Excel Telecommunications May 2002 - August 2003
Pershing September 1996 - June 1998
Alarm Warehouse July 1994 - August 1996
Skills
Telecommunications, Team Building, Public Relations, Youth Development, Youth Ministry, Youth Empowerment, Wholesale, Wholesale Sales
Education
LaGuardia Community College 1996 — 1998
associates, Telecommunications
Briarcliffe College 1995 — 1997
associates, Business Management
CCWM January 2011 - Present
Allen Family Christian Daycare August 1998 - Present
ACN June 2009 - Present
Excel Telecommunications May 2002 - August 2003
Pershing September 1996 - June 1998
Alarm Warehouse July 1994 - August 1996
Skills
Telecommunications, Team Building, Public Relations, Youth Development, Youth Ministry, Youth Empowerment, Wholesale, Wholesale Sales
Education
LaGuardia Community College 1996 — 1998
associates, Telecommunications
Briarcliffe College 1995 — 1997
associates, Business Management
Christopher Viegas's Pershing Experience 2000 - 2003
Job Brokerage Middle Office / Operations Specialist
Industry Financial Services
Experience
Cantor Fitzgerald June 2012 - August 2012
MF Global January 2007 - November 2011
Bulltick Capital Markets 2003 - 2006
Pershing 2000 - 2003
Skills
Trading, Equities, Derivatives, Financial Markets, Fixed Income, Securities, Capital Markets, Settlement, Hedge Funds, Options, Trading Systems, Bloomberg, Middle Office, Financial Services, FX Options, Risk Management, Electronic Trading, Series 7, Commodity, Equity Trading, Back Office, Bonds, Prime Brokerage, FINRA, Swaps, Equity Derivatives
Education
City University of New York-College of Staten Island 1982 — 1984
no, Management Marketing
Cantor Fitzgerald June 2012 - August 2012
MF Global January 2007 - November 2011
Bulltick Capital Markets 2003 - 2006
Pershing 2000 - 2003
Skills
Trading, Equities, Derivatives, Financial Markets, Fixed Income, Securities, Capital Markets, Settlement, Hedge Funds, Options, Trading Systems, Bloomberg, Middle Office, Financial Services, FX Options, Risk Management, Electronic Trading, Series 7, Commodity, Equity Trading, Back Office, Bonds, Prime Brokerage, FINRA, Swaps, Equity Derivatives
Education
City University of New York-College of Staten Island 1982 — 1984
no, Management Marketing
Sudheer Varada's Pershing Experience 2002 - 2005
Job Program / Sr. Project Manager
Industry Information Technology and Services
Experience
UnitedHealth Group March 2015 - Present
Prudential Financial March 2014 - March 2015
Aetna / Cognizant Technology Solutions 2005 - April 2014
Pershing 2002 - 2005
CSC 1998 - 2002
Skills
SDLC, Global Delivery, Software Project..., PMP, PMO, Project Portfolio..., Requirements Gathering, Solution Architecture, Program Management, IT Strategy, Requirements Analysis, Agile Methodologies, Management Consulting, MS Project, Account Management, Business Analysis, Microsoft Project, Vendor Management
Education
Andhra University 1993 — 1997
Bachelor of Science (B.Sc.), Computer Science
UnitedHealth Group March 2015 - Present
Prudential Financial March 2014 - March 2015
Aetna / Cognizant Technology Solutions 2005 - April 2014
Pershing 2002 - 2005
CSC 1998 - 2002
Skills
SDLC, Global Delivery, Software Project..., PMP, PMO, Project Portfolio..., Requirements Gathering, Solution Architecture, Program Management, IT Strategy, Requirements Analysis, Agile Methodologies, Management Consulting, MS Project, Account Management, Business Analysis, Microsoft Project, Vendor Management
Education
Andhra University 1993 — 1997
Bachelor of Science (B.Sc.), Computer Science
George Pugnetti's Pershing Experience July 1998 - June 2004
Job VP Document Management Group at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation May 2013 - Present
Moody's Corporation July 2012 - May 2013
Moodys Corporation April 2009 - July 2012
Moody's Corporation June 2004 - April 2009
Pershing July 1998 - June 2004
Environmental Consultants Inc August 1996 - June 1998
Skills
Process Improvement, Business Analysis, Capital Markets, Business Process..., IT Strategy, Management
Education
St. Peter's College 2000 — 2002
Master of Business Administration (MBA), Finance, General, 4.0
Bloomsburg University of Pennsylvania 1991 — 1995
BA, Accounting
Moody's Corporation May 2013 - Present
Moody's Corporation July 2012 - May 2013
Moodys Corporation April 2009 - July 2012
Moody's Corporation June 2004 - April 2009
Pershing July 1998 - June 2004
Environmental Consultants Inc August 1996 - June 1998
Skills
Process Improvement, Business Analysis, Capital Markets, Business Process..., IT Strategy, Management
Education
St. Peter's College 2000 — 2002
Master of Business Administration (MBA), Finance, General, 4.0
Bloomsburg University of Pennsylvania 1991 — 1995
BA, Accounting
Jemini Joshi's Pershing Experience June 2009 - September 2012
Job New Client Integration Pershing Prime Services at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company September 2012 - December 2013
Pershing June 2009 - September 2012
Foreign Currency Exchange Corp. / Bank of Ireland April 2008 - January 2009
Skills
Finance, Anti Money Laundering, Credit, Time Management, Risk Management, Customer Service, Financial Services, Business Analysis
Education
Boston University 2010 — 2011
MS, Banking and Financial Management
University of Central Florida 2005 — 2009
B.S.B.A, Finance/ Minor: International Business
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company September 2012 - December 2013
Pershing June 2009 - September 2012
Foreign Currency Exchange Corp. / Bank of Ireland April 2008 - January 2009
Skills
Finance, Anti Money Laundering, Credit, Time Management, Risk Management, Customer Service, Financial Services, Business Analysis
Education
Boston University 2010 — 2011
MS, Banking and Financial Management
University of Central Florida 2005 — 2009
B.S.B.A, Finance/ Minor: International Business
William Creighton's Pershing Experience 1999 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Pershing 1999 - 2011
CITICORP SECURITIES SERVICES, INC. / NEWBRIDGE SECURITES August 1994 - August 1999
SALOMON BROTHERS, INC., October 1983 - December 1993
Education
Brookdale Community College
Business
Monmouth University
Business
Pershing 1999 - 2011
CITICORP SECURITIES SERVICES, INC. / NEWBRIDGE SECURITES August 1994 - August 1999
SALOMON BROTHERS, INC., October 1983 - December 1993
Education
Brookdale Community College
Business
Monmouth University
Business
Silvan Menendez's Pershing Experience 2012 - Present
Job Vice President, Relationship Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2014 - Present
Pershing 2012 - Present
The Boston Company 2007 - 2012
The Boston Company 2009 - 2011
The Boston Company 2008 - 2009
The Boston Company 2007 - 2008
State Street 2006 - 2007
Skills
Analysis, Asset Managment, Bloomberg, CRM, Equities, Investments, Management, Asset Management, Business Development, Hedge Funds, Portfolio Management, Risk Management, Due Diligence, Mutual Funds, Relationship Management
Education
Boston University
Masters of Science, Administrative Studies - Financial Economics, 3.5
Boston University 2001 — 2005
Bachelor of Arts, International Relations
Pershing, a BNY Mellon company August 2014 - Present
Pershing 2012 - Present
The Boston Company 2007 - 2012
The Boston Company 2009 - 2011
The Boston Company 2008 - 2009
The Boston Company 2007 - 2008
State Street 2006 - 2007
Skills
Analysis, Asset Managment, Bloomberg, CRM, Equities, Investments, Management, Asset Management, Business Development, Hedge Funds, Portfolio Management, Risk Management, Due Diligence, Mutual Funds, Relationship Management
Education
Boston University
Masters of Science, Administrative Studies - Financial Economics, 3.5
Boston University 2001 — 2005
Bachelor of Arts, International Relations
Samantha Kefford's Pershing Experience 2005 - 2011
Job Near 20 Year Financial Compliance and RegulatoryOfficer
Industry Financial Services
Experience
Home June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Legal and Compliance June 2005 - November 2011
Pershing 2005 - 2011
Quick & Reilly January 1993 - June 2005
Pershing's January 1993 - January 2005
Legal Department January 2001 - January 2002
Quick & Reilly January 1997 - January 2001
International Liaison January 1999 - January 2000
Education
Albertus Magnus College 1989 — 1993
Bachelor of Arts, Economics
Albertus Magnus College
Bachelor of Arts, Economics
Home June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Pershing LLC June 2005 - November 2011
Legal and Compliance June 2005 - November 2011
Pershing 2005 - 2011
Quick & Reilly January 1993 - June 2005
Pershing's January 1993 - January 2005
Legal Department January 2001 - January 2002
Quick & Reilly January 1997 - January 2001
International Liaison January 1999 - January 2000
Education
Albertus Magnus College 1989 — 1993
Bachelor of Arts, Economics
Albertus Magnus College
Bachelor of Arts, Economics
Brian G. Curtis, CAMS's Pershing Experience April 2012 - Present
Job Compliance Professional with Direct Regulatory Experience (FINRA)
Industry Financial Services
Experience
Pershing April 2012 - Present
Newbridge Securities Corporation / Newbridge Financial Services Group, Inc. March 2009 - February 2012
Blueprint Regulatory Consulting 2010 - 2012
ACA Compliance Group May 2008 - March 2009
Financial Industry Regulatory Authority March 2005 - May 2008
Skills
FINRA, Hedge Funds, Fixed Income, Securities, Mutual Funds, Investment Banking, Asset Managment, Internal Controls, Investments, Asset Management, Series 24, Capital Markets, Due Diligence, Financial Analysis, Insurance, Series 63, Financial Risk, Risk Management, Investment Advisory, Private Equity, Series 7, KYC, Equities
Education
Florida Atlantic University 2005 — 2007
Master of Business Administration, Finance
Central Michigan University 1996 — 2000
Bachelor of Applied Arts, Finance
Pershing April 2012 - Present
Newbridge Securities Corporation / Newbridge Financial Services Group, Inc. March 2009 - February 2012
Blueprint Regulatory Consulting 2010 - 2012
ACA Compliance Group May 2008 - March 2009
Financial Industry Regulatory Authority March 2005 - May 2008
Skills
FINRA, Hedge Funds, Fixed Income, Securities, Mutual Funds, Investment Banking, Asset Managment, Internal Controls, Investments, Asset Management, Series 24, Capital Markets, Due Diligence, Financial Analysis, Insurance, Series 63, Financial Risk, Risk Management, Investment Advisory, Private Equity, Series 7, KYC, Equities
Education
Florida Atlantic University 2005 — 2007
Master of Business Administration, Finance
Central Michigan University 1996 — 2000
Bachelor of Applied Arts, Finance
Pat DiGennaro's Pershing Experience January 1997 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing January 1997 - Present
Nori, Hennion & Walsh 1995 - 1996
Education
Wagner College 1998 — 2000
Master of Business Administration (MBA), Finance, General
City University of New York-College of Staten Island 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Pershing January 1997 - Present
Nori, Hennion & Walsh 1995 - 1996
Education
Wagner College 1998 — 2000
Master of Business Administration (MBA), Finance, General
City University of New York-College of Staten Island 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Joseph Dattolo's Pershing Experience 1982 - Present
Job
Industry Financial Services
Experience
Pershing 1982 - Present
Skills
Series 7, Securities, Equities, Trading, Fixed Income, Options, Capital Markets, Investments, Series 24, Hedge Funds, Derivatives
Education
City University of New York City College 1972 — 1976
Bachelor of Science (BS)
Brooklyn Prep 1969 — 1972
Pershing 1982 - Present
Skills
Series 7, Securities, Equities, Trading, Fixed Income, Options, Capital Markets, Investments, Series 24, Hedge Funds, Derivatives
Education
City University of New York City College 1972 — 1976
Bachelor of Science (BS)
Brooklyn Prep 1969 — 1972
David H. Mark's Pershing Experience September 2006 - June 2012
Job Vice President, Operations Manager at Pershing
Industry Financial Services
Experience
Pershing September 2006 - June 2012
Refco November 2004 - February 2006
Merrill Lynch October 1984 - October 2004
Skills
Middle Office, Settlement, Securities, Equities, Derivatives, Investments, Municipal Bonds, MBS, Back Office, Process Improvement, Systems Improvement, MBSCC, GSCC, NSCC, Easy Pool, Allocations, MS Suite
Education
City University of New York City College 1978 — 1981
Pershing September 2006 - June 2012
Refco November 2004 - February 2006
Merrill Lynch October 1984 - October 2004
Skills
Middle Office, Settlement, Securities, Equities, Derivatives, Investments, Municipal Bonds, MBS, Back Office, Process Improvement, Systems Improvement, MBSCC, GSCC, NSCC, Easy Pool, Allocations, MS Suite
Education
City University of New York City College 1978 — 1981
Anthony Burkhardt's Pershing Experience July 2010 - August 2011
Job Vice President Quality Assurance and Relationship Management at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2013 - Present
Pershing, a BNY Mellon company July 2011 - July 2013
Pershing July 2010 - August 2011
Pershing August 2006 - July 2010
Aflac July 2005 - July 2006
SEI July 1998 - June 2005
Vanguard June 1997 - July 1998
Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management
Education
Villanova University 2014 — 2014
Master Certificate in Project Management, Project Management
Penn State University 2012 — 2013
Certficate, Software Quality Control
Albright College 1992 — 1995
Bachelor of Arts (B.A.), History
Pershing, a BNY Mellon company July 2013 - Present
Pershing, a BNY Mellon company July 2011 - July 2013
Pershing July 2010 - August 2011
Pershing August 2006 - July 2010
Aflac July 2005 - July 2006
SEI July 1998 - June 2005
Vanguard June 1997 - July 1998
Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management
Education
Villanova University 2014 — 2014
Master Certificate in Project Management, Project Management
Penn State University 2012 — 2013
Certficate, Software Quality Control
Albright College 1992 — 1995
Bachelor of Arts (B.A.), History
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
NEC Corporation of America