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.
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Pershing Employees
Employee
Years
Job
Industry
Rob Tougher Rob Tougher's Pershing Experience February 2007 - June 2008
Job Senior Software Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2014 - Present
Microsoft March 2013 - July 2014
Microsoft September 2010 - March 2013
Microsoft July 2008 - September 2010
Pershing February 2007 - June 2008
Ruby Digital June 2002 - February 2007
Cantor Fitzgerald January 2001 - October 2001
Sheridan Software January 1998 - January 2001
Skills
Test Automation, C#, Microsoft SQL Server, Testing, Test Planning, C++, ASP.NET, Visual Basic, Quality Assurance, Ruby, Regression Testing, Test Cases, Unit Testing, Spring, Test Strategy, Automation, Microsoft Technologies, Agile Methodologies, Microsoft Exchange, ASP
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2010
M.S., Computer Science
State University of New York Empire State College 2006 — 2007
B.S., Computational Mathematics
Microsoft July 2014 - Present
Microsoft March 2013 - July 2014
Microsoft September 2010 - March 2013
Microsoft July 2008 - September 2010
Pershing February 2007 - June 2008
Ruby Digital June 2002 - February 2007
Cantor Fitzgerald January 2001 - October 2001
Sheridan Software January 1998 - January 2001
Skills
Test Automation, C#, Microsoft SQL Server, Testing, Test Planning, C++, ASP.NET, Visual Basic, Quality Assurance, Ruby, Regression Testing, Test Cases, Unit Testing, Spring, Test Strategy, Automation, Microsoft Technologies, Agile Methodologies, Microsoft Exchange, ASP
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2010
M.S., Computer Science
State University of New York Empire State College 2006 — 2007
B.S., Computational Mathematics
Steve Given Steve Given's Pershing Experience 1979 - 1989
Job SDN Fx Solutions and Strategy, WW Sales at Avaya
Industry Information Technology and Services
Experience
Avaya March 2015 - Present
Avaya February 2014 - Present
SYNNEX May 2012 - January 2014
Avaya / Nortel March 2000 - June 2012
Avaya April 2007 - December 2010
Nortel Networks January 2002 - March 2007
Nortel Networks 2000 - 2002
Compaq 1997 - 2000
System Software Associates 1990 - 1996
Pershing 1979 - 1989
Skills
Unified Communications, Channel Partners, Enterprise Software, VoIP, Demand Generation, Managed Services, Product Marketing, Telecommunications, Solution Selling, Channel Sales, Sales, Video Conferencing, IP, Marketing Strategy, Business Strategy, Go-to-market Strategy, Channel Strategy, Strategy, Sales Enablement, Telephony, Competitive Analysis, Partner Management, LAN-WAN, Service Providers, SAP ERP, Distribution Strategies, Sales Engineering, IT Sales, Energy Efficiency, Baan ERP, OSI Model, Technology Product..., Competitive Marketing..., Customer Reference, Trade Show Presentations, Committed to Customer..., Proof of Concept, Marathon, VDI, Big Data, Managing Distribution..., IP Multicast, Ethernet, Security, SAP BI, Solution Development, Hyper Convergence
Education
DePaul University 1983 — 1985
Business Administration, Management and Operations
Eastern Illinois University 1977 — 1979
Business Administration, Management and Operations
Quigley North Seminary 1972 — 1976
High School
Avaya March 2015 - Present
Avaya February 2014 - Present
SYNNEX May 2012 - January 2014
Avaya / Nortel March 2000 - June 2012
Avaya April 2007 - December 2010
Nortel Networks January 2002 - March 2007
Nortel Networks 2000 - 2002
Compaq 1997 - 2000
System Software Associates 1990 - 1996
Pershing 1979 - 1989
Skills
Unified Communications, Channel Partners, Enterprise Software, VoIP, Demand Generation, Managed Services, Product Marketing, Telecommunications, Solution Selling, Channel Sales, Sales, Video Conferencing, IP, Marketing Strategy, Business Strategy, Go-to-market Strategy, Channel Strategy, Strategy, Sales Enablement, Telephony, Competitive Analysis, Partner Management, LAN-WAN, Service Providers, SAP ERP, Distribution Strategies, Sales Engineering, IT Sales, Energy Efficiency, Baan ERP, OSI Model, Technology Product..., Competitive Marketing..., Customer Reference, Trade Show Presentations, Committed to Customer..., Proof of Concept, Marathon, VDI, Big Data, Managing Distribution..., IP Multicast, Ethernet, Security, SAP BI, Solution Development, Hyper Convergence
Education
DePaul University 1983 — 1985
Business Administration, Management and Operations
Eastern Illinois University 1977 — 1979
Business Administration, Management and Operations
Quigley North Seminary 1972 — 1976
High School
Andrew J Singleton Andrew J Singleton's Pershing Experience July 1987 - July 2003
Job VP Sales Institutional Writing Products K12, Field & Inside Sales, & Acct. Services
Industry Education Management
Experience
Vantage Learning February 2013 - Present
The Wellness Wire September 2012 - February 2013
SparTech Health Corp August 2009 - October 2012
Albridge Solutions July 2006 - May 2009
Tropical Salt Corp July 2003 - July 2006
Pershing July 1987 - July 2003
Skills
Contract Negotiation, Public Speaking, New Business Development, Customer Relations, Start-ups, Sales Management, Management Consulting, Process Improvement, Budgeting, Account Management, Consultative Selling, Customer Service, Business Management, Budgets, Project Management, Relationship Management, Program Management, Team Leadership, Risk Management, Management, Financial Services, Change Management, CRM, Business Process..., Business Strategy, Training, Business Planning, Operations Management, Leadership, Strategy, Strategic Partnerships, Entrepreneurship, Lead Generation, SaaS, Business Development, Sales, Sales Operations, Team Building, Marketing, Negotiation, Selling, Strategic Planning
Education
Columbia University in the City of New York 1982 — 1987
Bachelor of Arts (BA), English Literature, 3.35
Institute for Independent Business International 2009 — 2009
Certificate of Accreditation, Business & Finance
Vantage Learning February 2013 - Present
The Wellness Wire September 2012 - February 2013
SparTech Health Corp August 2009 - October 2012
Albridge Solutions July 2006 - May 2009
Tropical Salt Corp July 2003 - July 2006
Pershing July 1987 - July 2003
Skills
Contract Negotiation, Public Speaking, New Business Development, Customer Relations, Start-ups, Sales Management, Management Consulting, Process Improvement, Budgeting, Account Management, Consultative Selling, Customer Service, Business Management, Budgets, Project Management, Relationship Management, Program Management, Team Leadership, Risk Management, Management, Financial Services, Change Management, CRM, Business Process..., Business Strategy, Training, Business Planning, Operations Management, Leadership, Strategy, Strategic Partnerships, Entrepreneurship, Lead Generation, SaaS, Business Development, Sales, Sales Operations, Team Building, Marketing, Negotiation, Selling, Strategic Planning
Education
Columbia University in the City of New York 1982 — 1987
Bachelor of Arts (BA), English Literature, 3.35
Institute for Independent Business International 2009 — 2009
Certificate of Accreditation, Business & Finance
Melissa Mabasa's Pershing Experience August 2011 - September 2011
Job Event Marketing and Sponsorship
Industry Events Services
Experience
Bloomberg LP December 2014 - Present
Guggenheim Partners October 2014 - December 2014
Macquarie Group March 2012 - October 2014
Verisk Analytics November 2011 - March 2012
Pershing August 2011 - September 2011
JP Morgan Chase February 2011 - July 2011
Swarovski North America September 2009 - December 2010
ARAMARK December 2007 - November 2008
T-Mobile January 2006 - October 2007
Z-Tech Corporation May 2005 - December 2005
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Time Management, Contract Negotiation, Food & Beverage, Coordinating Events, Trade Shows, Marketing Strategy, Customer Service, Marketing, Budget Reconciliation, Venue Relations, Social Media, Management, Social Media Marketing, Marketing Communications, Special Events, Conferences, Venue Selection, Cvent, Hotel Contract..., Venue Search, Project Management, Planning & Execution of...
Education
Florida State University 2000 — 2004
Bachelors of Science, International Affairs
Bloomberg LP December 2014 - Present
Guggenheim Partners October 2014 - December 2014
Macquarie Group March 2012 - October 2014
Verisk Analytics November 2011 - March 2012
Pershing August 2011 - September 2011
JP Morgan Chase February 2011 - July 2011
Swarovski North America September 2009 - December 2010
ARAMARK December 2007 - November 2008
T-Mobile January 2006 - October 2007
Z-Tech Corporation May 2005 - December 2005
Skills
Event Planning, Corporate Events, Event Management, Meeting Planning, Time Management, Contract Negotiation, Food & Beverage, Coordinating Events, Trade Shows, Marketing Strategy, Customer Service, Marketing, Budget Reconciliation, Venue Relations, Social Media, Management, Social Media Marketing, Marketing Communications, Special Events, Conferences, Venue Selection, Cvent, Hotel Contract..., Venue Search, Project Management, Planning & Execution of...
Education
Florida State University 2000 — 2004
Bachelors of Science, International Affairs
Gregory Paxton's Pershing Experience 2007 - 2008
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
JetBlue Airways/LiveTV August 2011 - August 2013
Harris Corporation October 2008 - September 2011
Pershing 2007 - 2008
Luna Sea Motel January 2004 - May 2007
Skills
PowerPoint, Access, Microsoft Excel, Marketing, PeopleSoft, Financial Analysis, Marketing Strategy, Accounting, Analysis, Budgets, Finance, Management, Microsoft Office, Sales
Education
University of Central Florida 2012 — 2014
Masters in Business Administration, Business Administration and Management, General
University of Central Florida - College of Business Administration 2005 — 2007
Finance, Finance, General Business, Real Estate
Eastern Florida State College 2003 — 2005
A.A., Business
Wells Fargo August 2013 - Present
JetBlue Airways/LiveTV August 2011 - August 2013
Harris Corporation October 2008 - September 2011
Pershing 2007 - 2008
Luna Sea Motel January 2004 - May 2007
Skills
PowerPoint, Access, Microsoft Excel, Marketing, PeopleSoft, Financial Analysis, Marketing Strategy, Accounting, Analysis, Budgets, Finance, Management, Microsoft Office, Sales
Education
University of Central Florida 2012 — 2014
Masters in Business Administration, Business Administration and Management, General
University of Central Florida - College of Business Administration 2005 — 2007
Finance, Finance, General Business, Real Estate
Eastern Florida State College 2003 — 2005
A.A., Business
Marc Butler Marc Butler's Pershing Experience October 1994 - Present
Job Chief Operating Officer at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing January 2014 - Present
Pershing October 1994 - Present
Albridge, an Affiliate of Pershing January 2011 - December 2013
iNautix (affiliate of PershingLLC) July 2007 - January 2011
Boomer Market Advisor April 2007 - January 2010
Pershing January 2001 - January 2007
Lehman Brothers August 1993 - October 1994
Skills
Strategy Development, Product Development, Strategic Consulting, Business Relationship..., Partner Relationships, Acquisition Integration, General Management, Profit & Loss Management, Executive Management, Customer Relations, Management, Partner Management, Customer Service, Strategy, Income Statement, Marketing, Asset Managment, Business Intelligence, Leadership, Financial Services, Securities, Asset Management, Series 63, Hedge Funds, Strategic Partnerships, Investments, FINRA, Program Management, Business Strategy, Series 7, Product Management, Series 24, Fixed Income, Risk Management, Consultative Sales..., Mergers, Finance, Enterprise Software, Business Analysis, P&L Management, Mergers & Acquisitions, P&L
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Certificate, Securities Industry Institute (SII)
Columbia University in the City of New York 1996 — 1998
N/A, Technology Management
Syracuse University 1989 — 1993
Bachelor of Science (BS), Finance, General
Albridge, an Affiliate of Pershing January 2014 - Present
Pershing October 1994 - Present
Albridge, an Affiliate of Pershing January 2011 - December 2013
iNautix (affiliate of PershingLLC) July 2007 - January 2011
Boomer Market Advisor April 2007 - January 2010
Pershing January 2001 - January 2007
Lehman Brothers August 1993 - October 1994
Skills
Strategy Development, Product Development, Strategic Consulting, Business Relationship..., Partner Relationships, Acquisition Integration, General Management, Profit & Loss Management, Executive Management, Customer Relations, Management, Partner Management, Customer Service, Strategy, Income Statement, Marketing, Asset Managment, Business Intelligence, Leadership, Financial Services, Securities, Asset Management, Series 63, Hedge Funds, Strategic Partnerships, Investments, FINRA, Program Management, Business Strategy, Series 7, Product Management, Series 24, Fixed Income, Risk Management, Consultative Sales..., Mergers, Finance, Enterprise Software, Business Analysis, P&L Management, Mergers & Acquisitions, P&L
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Certificate, Securities Industry Institute (SII)
Columbia University in the City of New York 1996 — 1998
N/A, Technology Management
Syracuse University 1989 — 1993
Bachelor of Science (BS), Finance, General
Laurie Galioto Laurie Galioto's Pershing Experience 1987 - 1989
Job Attorney
Industry Law Practice
Experience
Laurie Galioto, Esq. October 1997 - Present
Mark A. Varrichio & Associates November 1993 - October 1997
Kidder Peabody 1989 - 1990
Pershing 1987 - 1989
Skills
Litigation, Civil Litigation, Legal Research, Personal Injury, Legal Writing, Family Law, Courts, Mediation, Wills, Intellectual Property, Real Estate, Negotiation, Real Estate Transactions
Education
Pace University School of Law 1990 — 1993
Doctor of Law (JD)
Fordham University 1982 — 1986
Bachelor of Arts (B.A.), Math and Economics
Laurie Galioto, Esq. October 1997 - Present
Mark A. Varrichio & Associates November 1993 - October 1997
Kidder Peabody 1989 - 1990
Pershing 1987 - 1989
Skills
Litigation, Civil Litigation, Legal Research, Personal Injury, Legal Writing, Family Law, Courts, Mediation, Wills, Intellectual Property, Real Estate, Negotiation, Real Estate Transactions
Education
Pace University School of Law 1990 — 1993
Doctor of Law (JD)
Fordham University 1982 — 1986
Bachelor of Arts (B.A.), Math and Economics
Barbara Mannino Barbara Mannino's Pershing Experience April 2006 - May 2008
Job Experienced journalist and freelance writer covering personal finance, leadership & workplace issues, health & wellness
Industry Online Media
Experience
Fox Business News December 2009 - Present
Freelance Projects: web content, sales and marketing pieces, press releases, customized publications October 2008 - Present
KB Communications, LLC 2015 - 2015
KB Communications, LLC 2015 - 2015
Silk Purse Women October 2008 - May 2012
Pershing April 2006 - May 2008
BusinessEdge Solutions Inc. September 2004 - March 2006
BusinessEdge Solutions 2004 - 2006
Dowden Publishing 1995 - 2004
Skills
Editing, Strategic Communications, Social Media, Public Relations, Corporate Communications, Social Media Marketing, Web Content, Writing, Press Releases, Marketing Communications, Web Design, Content Strategy, Blogging, Copywriting, Media Relations, News Writing, Personal Finance, Copy Editing, Journalism, Strategic Planning, Healthcare
Education
Connecticut College
BA, English
Westfield
Westfield
Westfield
Fox Business News December 2009 - Present
Freelance Projects: web content, sales and marketing pieces, press releases, customized publications October 2008 - Present
KB Communications, LLC 2015 - 2015
KB Communications, LLC 2015 - 2015
Silk Purse Women October 2008 - May 2012
Pershing April 2006 - May 2008
BusinessEdge Solutions Inc. September 2004 - March 2006
BusinessEdge Solutions 2004 - 2006
Dowden Publishing 1995 - 2004
Skills
Editing, Strategic Communications, Social Media, Public Relations, Corporate Communications, Social Media Marketing, Web Content, Writing, Press Releases, Marketing Communications, Web Design, Content Strategy, Blogging, Copywriting, Media Relations, News Writing, Personal Finance, Copy Editing, Journalism, Strategic Planning, Healthcare
Education
Connecticut College
BA, English
Westfield
Westfield
Westfield
Justin Coriddi's Pershing Experience May 2007 - April 2011
Job Marketing Intern CRM at Universal Orlando
Industry Leisure, Travel & Tourism
Experience
Universal Orlando May 2011 - December 2011
Pershing May 2007 - April 2011
Raymond James Financial, Inc. December 2004 - January 2006
Skills
Sales, Analysis, Process Improvement, Marketing, CRM, Variance Analysis, Microsoft Excel, Outlook, Customer Service, Event Planning, Microsoft Office, Social Media, Access, Financial Services
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA
Florida State University 1997 — 1999
Bachelor's Degree, Multinational Business & Marketing
Universal Orlando May 2011 - December 2011
Pershing May 2007 - April 2011
Raymond James Financial, Inc. December 2004 - January 2006
Skills
Sales, Analysis, Process Improvement, Marketing, CRM, Variance Analysis, Microsoft Excel, Outlook, Customer Service, Event Planning, Microsoft Office, Social Media, Access, Financial Services
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA
Florida State University 1997 — 1999
Bachelor's Degree, Multinational Business & Marketing
Karen KC Conway's Pershing Experience January 2012 - November 2012
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
Mahesh Nagella Mahesh Nagella's Pershing Experience January 2010 - March 2011
Job Senior Technical Consultant at DTCC
Industry Information Technology and Services
Experience
DTCC April 2011 - Present
Pershing January 2010 - March 2011
AIG April 2005 - December 2009
Skills
Datastage, Teradata, Erwin, Data Warehousing, SDLC, Oracle, Informatica, Enterprise Architecture, DB2, ETL, Quality Center, Web Services
Education
Indus computers , Hyderabad 1998 — 1999
Diploma, in computers and IT
Gulbarga University 1987 — 1992
Bachelors of Engg, Mechanical
DTCC April 2011 - Present
Pershing January 2010 - March 2011
AIG April 2005 - December 2009
Skills
Datastage, Teradata, Erwin, Data Warehousing, SDLC, Oracle, Informatica, Enterprise Architecture, DB2, ETL, Quality Center, Web Services
Education
Indus computers , Hyderabad 1998 — 1999
Diploma, in computers and IT
Gulbarga University 1987 — 1992
Bachelors of Engg, Mechanical
Mindy Hsiang Mindy Hsiang's Pershing Experience June 2007 - August 2007
Job Advisory Senior Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC July 2013 - December 2014
PwC August 2010 - June 2013
PwC March 2009 - September 2009
Pershing Managed Account Solutions July 2008 - December 2008
Pershing June 2007 - August 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, US GAAP, Sarbanes-Oxley, Forensic Accounting, Accounting, Financial Statements, FCPA, Financial Analysis, Risk Assessment, Corporate Fraud..., Project Management
Education
Drexel University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
Red Bank Catholic
PwC January 2015 - Present
PwC July 2013 - December 2014
PwC August 2010 - June 2013
PwC March 2009 - September 2009
Pershing Managed Account Solutions July 2008 - December 2008
Pershing June 2007 - August 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, US GAAP, Sarbanes-Oxley, Forensic Accounting, Accounting, Financial Statements, FCPA, Financial Analysis, Risk Assessment, Corporate Fraud..., Project Management
Education
Drexel University 2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance
Red Bank Catholic
Rebecca Bales Rebecca Bales's Pershing Experience November 2006 - April 2014
Job Director at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Pershing, a BNY Mellon company April 2014 - Present
Pershing November 2006 - April 2014
UBS September 2004 - 2006
AIG Advisor Group 2003 - 2006
JPMorgan Chase 1999 - 2002
Deutsche Bank July 1996 - 1999
Education
Dickinson College 1992 — 1996
BA, English and French Literature
Rajiv Kalkar Rajiv Kalkar's Pershing Experience January 2000 - June 2006
Job Manager Account Management Systems at The Bank Of Nova Scotia
Industry Information Technology and Services
Experience
Bank Of Nova Scotia September 2008 - Present
Scotia Capital September 2007 - September 2008
E*Trade Canada June 2006 - September 2008
E*TRADE Financial June 2006 - September 2008
Pershing January 2000 - June 2006
Skills
Capital Markets, Java, Trading Systems, Electronic Trading, SDLC, Sybase, Fixed Income, Equities, Derivatives, Market Data, Business Analysis, Options, Trading, Unix, Investment Banking, Online Brokerage, Agile Methodologies, SOA, Databases, Software Project..., Requirements Gathering
Education
Monmouth University 1999 — 2000
Master of Science (M.S.)
Indian Institute of Foreign Trade 1983 — 1984
PGDIT
Walchand College Of Engg 1979 — 1983
Bachelor of Engineering (B.E.)
Bank Of Nova Scotia September 2008 - Present
Scotia Capital September 2007 - September 2008
E*Trade Canada June 2006 - September 2008
E*TRADE Financial June 2006 - September 2008
Pershing January 2000 - June 2006
Skills
Capital Markets, Java, Trading Systems, Electronic Trading, SDLC, Sybase, Fixed Income, Equities, Derivatives, Market Data, Business Analysis, Options, Trading, Unix, Investment Banking, Online Brokerage, Agile Methodologies, SOA, Databases, Software Project..., Requirements Gathering
Education
Monmouth University 1999 — 2000
Master of Science (M.S.)
Indian Institute of Foreign Trade 1983 — 1984
PGDIT
Walchand College Of Engg 1979 — 1983
Bachelor of Engineering (B.E.)
William Bruckner William Bruckner's Pershing Experience June 2011 - Present
Job Relationship Manager
Industry Financial Services
Experience
Pershing June 2011 - Present
Merrill Lynch January 2010 - June 2011
Pershing July 1999 - January 2010
Wachovia, A Wells Fargo Company June 1996 - July 1999
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1996
B.S., Business Administration, Finance
Pershing June 2011 - Present
Merrill Lynch January 2010 - June 2011
Pershing July 1999 - January 2010
Wachovia, A Wells Fargo Company June 1996 - July 1999
Education
Elon University - Martha and Spencer Love School of Business 1992 — 1996
B.S., Business Administration, Finance
Ronald Fiske Ronald Fiske's Pershing Experience 2000 - 2008
Job Managing Director at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Envestnet Asset Management 2010 - Present
Fidelity Investments 2008 - 2010
Pershing 2000 - 2008
Wit SoundView 1999 - 2000
Bankers Trust 1989 - 1999
Citibank 1983 - 1985
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance/Accounting
Columbia University in the City of New York 1979 — 1983
BA, History
Harry Gruber Harry Gruber's Pershing Experience September 1999 - June 2003
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Tosha O'Grady's Pershing Experience May 2010 - September 2010
Job at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2010 - Present
Pershing May 2010 - September 2010
Pershing September 2009 - September 2010
Pershing September 2009 - September 2010
Pershing LLC. December 2006 - September 2010
Crummer Graduate School January 2008 - August 2010
Pershing LLC December 2006 - May 2010
Pershing 2006 - 2009
Rotech Healthcare June 2006 - December 2006
Smokey Bones BBQ Restaurant August 2001 - August 2006
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Business
Florida State University - College of Business 2001 — 2005
Goldman Sachs October 2010 - Present
Pershing May 2010 - September 2010
Pershing September 2009 - September 2010
Pershing September 2009 - September 2010
Pershing LLC. December 2006 - September 2010
Crummer Graduate School January 2008 - August 2010
Pershing LLC December 2006 - May 2010
Pershing 2006 - 2009
Rotech Healthcare June 2006 - December 2006
Smokey Bones BBQ Restaurant August 2001 - August 2006
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Business
Florida State University - College of Business 2001 — 2005
Steve Kent Steve Kent's Pershing Experience July 2000 - July 2003
Job Independent IT Consultant
Industry Computer Software
Experience
Independent IT Consultant With a Focus on Software Quality Assurance April 2015 - Present
LearningRx Jericho September 2012 - March 2015
HCL Technologies July 2009 - March 2012
Freeborders September 2007 - February 2009
Cognizant October 2005 - August 2007
Kanbay International (A Capgemini Company) July 2003 - October 2005
Pershing July 2000 - July 2003
Prudential February 1998 - July 2000
Ajilon Consulting April 1997 - January 1998
Beneficial National Bank February 1995 - March 1997
Skills
Testing, Software Quality..., Offshore, CMM, SDLC, Quality Assurance, Strategy, Management, Process Improvement, CRM, Outsourcing, Leadership, Offshore Drilling, Training, Program Management, Human Resources, Business Analysis, Budgets, PMP, Banking, Software Documentation, Business Development, IT Strategy, Analysis, Vendor Management, User Acceptance Testing, Business Process, Business Process..., PMO, Business Intelligence, Project Management, Management Consulting, Software Project..., Consulting, Change Management
Education
Hofstra University 1980 — 1984
MBA, Information Systems
Hofstra University 1978 — 1980
BBA, Accounting
Independent IT Consultant With a Focus on Software Quality Assurance April 2015 - Present
LearningRx Jericho September 2012 - March 2015
HCL Technologies July 2009 - March 2012
Freeborders September 2007 - February 2009
Cognizant October 2005 - August 2007
Kanbay International (A Capgemini Company) July 2003 - October 2005
Pershing July 2000 - July 2003
Prudential February 1998 - July 2000
Ajilon Consulting April 1997 - January 1998
Beneficial National Bank February 1995 - March 1997
Skills
Testing, Software Quality..., Offshore, CMM, SDLC, Quality Assurance, Strategy, Management, Process Improvement, CRM, Outsourcing, Leadership, Offshore Drilling, Training, Program Management, Human Resources, Business Analysis, Budgets, PMP, Banking, Software Documentation, Business Development, IT Strategy, Analysis, Vendor Management, User Acceptance Testing, Business Process, Business Process..., PMO, Business Intelligence, Project Management, Management Consulting, Software Project..., Consulting, Change Management
Education
Hofstra University 1980 — 1984
MBA, Information Systems
Hofstra University 1978 — 1980
BBA, Accounting
Kraig Devore Kraig Devore's Pershing Experience June 2012 - August 2012
Job Analyst at Ramirez Asset Management
Industry Financial Services
Experience
Ramirez Asset Management October 2014 - Present
Sodexo September 2010 - May 2014
Centurion Holdings LLC June 2013 - August 2013
Pershing June 2012 - August 2012
Pershing June 2011 - August 2011
Skills
Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, PowerPoint, Marketing
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Ramirez Asset Management October 2014 - Present
Sodexo September 2010 - May 2014
Centurion Holdings LLC June 2013 - August 2013
Pershing June 2012 - August 2012
Pershing June 2011 - August 2011
Skills
Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, PowerPoint, Marketing
Education
Fordham University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Ralph Arroyo Ralph Arroyo's Pershing Experience August 2000 - May 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
LaSalle Computer Learning Center July 2013 - Present
Florida Technical College July 2013 - May 2015
Pershing August 2000 - May 2010
United Parcel Service November 1997 - August 2000
JP Morgan Chase & NSPCC June 1994 - November 1997
Self-Employed October 1991 - June 1994
United States Air Force February 1984 - October 1991
United States Air Force September 1980 - February 1984
Skills
JavaScript, HTML, Technical Support, CSS, Project Management, SDLC, Computer Hardware, Networking, XML, Java, Management, Troubleshooting, Windows 7, DHTML, AJAX, Servers, Cisco IOS, Microsoft Office
Education
Community College of the Air Force 1980 — 1984
LaSalle Computer
LaSalle Computer Learning Center July 2013 - Present
Florida Technical College July 2013 - May 2015
Pershing August 2000 - May 2010
United Parcel Service November 1997 - August 2000
JP Morgan Chase & NSPCC June 1994 - November 1997
Self-Employed October 1991 - June 1994
United States Air Force February 1984 - October 1991
United States Air Force September 1980 - February 1984
Skills
JavaScript, HTML, Technical Support, CSS, Project Management, SDLC, Computer Hardware, Networking, XML, Java, Management, Troubleshooting, Windows 7, DHTML, AJAX, Servers, Cisco IOS, Microsoft Office
Education
Community College of the Air Force 1980 — 1984
LaSalle Computer
Ashton Laurent's Pershing Experience November 2008 - July 2009
Job Associate/Assistant Vice President at MUFG Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
iComputertrain, Inc. July 2012 - December 2014
HSBC September 2011 - April 2012
Standard and Poor's May 2011 - August 2011
MWAA January 2011 - May 2011
Citibank August 2010 - December 2010
ADP March 2010 - July 2010
Omnicom Media Group November 2009 - January 2010
Freddie Mac July 2009 - November 2009
Pershing November 2008 - July 2009
Skills
Instructional Design, Training & Development, Technical Writing, Captivate, E-Learning, RoboHelp, Visio, Project Management, Software Documentation, SharePoint, Change Management, PowerPoint, Training, Process Improvement, Business Analysis, Program Management, Dreamweaver, Needs Analysis, UPK, SnagIt, CRM, Learning Management..., SDLC, Coaching, Access, Quality Assurance, Management, Editing, Instructor-led Training, Learning Management, Team Building, Blended Learning, Technical Training, Leadership Development, Employee Training, Interviews, PeopleSoft, ADDIE, Training Delivery, Human Resources, Leadership, Organizational..., Consulting, Talent Management, Workshop Facilitation
Education
University of Maryland College Park 2011 — 2012
MBA, Marketing, HR
University of Maryland University College 2011 — 2012
In progress, Cyber Security
Athens High
Centro de Estudios Universitarios Colombo-Americano (CEUCA). Bogotá, D.E., Colombia
Undergraduate Work, Spanish
Converse College
Undergraduate Work, French
The University of Georgia
BA, French, Spanish
University of South Carolina-Columbia
PhD, Comparative Literature - Medieval French & English Literature
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
iComputertrain, Inc. July 2012 - December 2014
HSBC September 2011 - April 2012
Standard and Poor's May 2011 - August 2011
MWAA January 2011 - May 2011
Citibank August 2010 - December 2010
ADP March 2010 - July 2010
Omnicom Media Group November 2009 - January 2010
Freddie Mac July 2009 - November 2009
Pershing November 2008 - July 2009
Skills
Instructional Design, Training & Development, Technical Writing, Captivate, E-Learning, RoboHelp, Visio, Project Management, Software Documentation, SharePoint, Change Management, PowerPoint, Training, Process Improvement, Business Analysis, Program Management, Dreamweaver, Needs Analysis, UPK, SnagIt, CRM, Learning Management..., SDLC, Coaching, Access, Quality Assurance, Management, Editing, Instructor-led Training, Learning Management, Team Building, Blended Learning, Technical Training, Leadership Development, Employee Training, Interviews, PeopleSoft, ADDIE, Training Delivery, Human Resources, Leadership, Organizational..., Consulting, Talent Management, Workshop Facilitation
Education
University of Maryland College Park 2011 — 2012
MBA, Marketing, HR
University of Maryland University College 2011 — 2012
In progress, Cyber Security
Athens High
Centro de Estudios Universitarios Colombo-Americano (CEUCA). Bogotá, D.E., Colombia
Undergraduate Work, Spanish
Converse College
Undergraduate Work, French
The University of Georgia
BA, French, Spanish
University of South Carolina-Columbia
PhD, Comparative Literature - Medieval French & English Literature
Dana Handy Dana Handy's Pershing Experience July 2010 - October 2011
Job IMS HR Partner SEI
Industry Financial Services
Experience
SEI November 2012 - Present
New Penn Financial July 2012 - November 2012
Pershing July 2010 - October 2011
Orthovita, Inc. June 2009 - June 2010
Devereux July 2007 - June 2009
Devereux January 2000 - July 2007
Sherwin Williams August 1999 - December 1999
NovaCare September 1994 - March 1999
Skills
Employee Benefits, Onboarding, Applicant Tracking..., Recruiting, Talent Acquisition, Human Resources, FMLA, HR Policies, Taleo, Oracle HR, Background Checks, Credentialing, Student Recruiting, full life-cycle..., Microsoft Office, Lotus Notes, Outlook, 403 b, 401k, Reference Checking, Employee Wellness, Employee Recognition, Open Enrollment
Education
HRCI 2010 — 2010
PHR Certification
Villanova University 2010 — 2010
Certificate, Human Resource Management
Immaculata University 2007 — 2010
BA,, Human Performance Management and Organization Dynamics
St. Pius X High School 1991 — 1994
diploma
SEI November 2012 - Present
New Penn Financial July 2012 - November 2012
Pershing July 2010 - October 2011
Orthovita, Inc. June 2009 - June 2010
Devereux July 2007 - June 2009
Devereux January 2000 - July 2007
Sherwin Williams August 1999 - December 1999
NovaCare September 1994 - March 1999
Skills
Employee Benefits, Onboarding, Applicant Tracking..., Recruiting, Talent Acquisition, Human Resources, FMLA, HR Policies, Taleo, Oracle HR, Background Checks, Credentialing, Student Recruiting, full life-cycle..., Microsoft Office, Lotus Notes, Outlook, 403 b, 401k, Reference Checking, Employee Wellness, Employee Recognition, Open Enrollment
Education
HRCI 2010 — 2010
PHR Certification
Villanova University 2010 — 2010
Certificate, Human Resource Management
Immaculata University 2007 — 2010
BA,, Human Performance Management and Organization Dynamics
St. Pius X High School 1991 — 1994
diploma
Brian Grady's Pershing Experience February 1990 - July 1996
Job Business/Data Analyst at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's June 2013 - Present
Genpact/Headstrong June 2011 - June 2013
Princeton Information July 2009 - July 2010
Open Systems January 2009 - June 2009
Info Technologies December 2007 - November 2008
Citigroup October 2002 - October 2007
Deutsche Bank July 1996 - June 2002
Pershing February 1990 - July 1996
Drexel Burnham Lambert July 1982 - January 1990
Blue Cross/Blue Shield of Greater New York July 1979 - July 1982
Skills
Business Analysis, Oracle, SQL, DB2, HTML, Requirements Gathering, Analysis, Sybase, UML, XML, Data Analysis, Databases, Data Modeling, Business Intelligence
Education
St. John's University 1979 — 1984
M.B.A., Management Information Systems, 3.4
Georgetown University 1973 — 1977
B.A., Public Administration, 3.4
Standard & Poor's June 2013 - Present
Genpact/Headstrong June 2011 - June 2013
Princeton Information July 2009 - July 2010
Open Systems January 2009 - June 2009
Info Technologies December 2007 - November 2008
Citigroup October 2002 - October 2007
Deutsche Bank July 1996 - June 2002
Pershing February 1990 - July 1996
Drexel Burnham Lambert July 1982 - January 1990
Blue Cross/Blue Shield of Greater New York July 1979 - July 1982
Skills
Business Analysis, Oracle, SQL, DB2, HTML, Requirements Gathering, Analysis, Sybase, UML, XML, Data Analysis, Databases, Data Modeling, Business Intelligence
Education
St. John's University 1979 — 1984
M.B.A., Management Information Systems, 3.4
Georgetown University 1973 — 1977
B.A., Public Administration, 3.4
Garrett Donigan's Pershing Experience December 2007 - December 2013
Job Prime Services (Operations)
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company January 2014 - Present
Pershing December 2007 - December 2013
Halifax Medical Center January 2006 - December 2007
Halifax Medical Center July 2004 - December 2005
Skills
Access, Customer Service, Back Office, Securities, Outlook, Process Improvement, Meditech, PowerPoint, Equities, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Account Reconciliation, Series 7, Accounting, Financial Services, Banking, Trading Systems, FINRA, Fixed Income, Insurance
Education
University of Central Florida
B.S.B.A, Finance
Florida State University
B.S, Political Science
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company January 2014 - Present
Pershing December 2007 - December 2013
Halifax Medical Center January 2006 - December 2007
Halifax Medical Center July 2004 - December 2005
Skills
Access, Customer Service, Back Office, Securities, Outlook, Process Improvement, Meditech, PowerPoint, Equities, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Account Reconciliation, Series 7, Accounting, Financial Services, Banking, Trading Systems, FINRA, Fixed Income, Insurance
Education
University of Central Florida
B.S.B.A, Finance
Florida State University
B.S, Political Science
Evan Wigdor Evan Wigdor's Pershing Experience 2000 - 2001
Job Senior Pricing/Finance Professional
Industry Medical Devices
Experience
Honeywell 2015 - Present
Bio-Chem Fluidics 2014 - 2015
Hertz Equipment Rental 2013 - 2014
Kronos Worldwide 2002 - 2012
Pershing 2000 - 2001
Skills
Forecasting, Pricing, Analytics, Pricing Strategy, Budgets, Competitive Analysis, P&L Management, Business Strategy, Competitive Intelligence, Marketing Research, Financial Analysis, International Marketing, Freight Auditing, Inventory Management, Product Marketing, Marketing Strategy, Analysis, Process Improvement, Management, Financial Modeling, Microsoft Access
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Marketing and Finance
Duke University
Bachelor of Arts (B.A.), Political Science and Business
Honeywell 2015 - Present
Bio-Chem Fluidics 2014 - 2015
Hertz Equipment Rental 2013 - 2014
Kronos Worldwide 2002 - 2012
Pershing 2000 - 2001
Skills
Forecasting, Pricing, Analytics, Pricing Strategy, Budgets, Competitive Analysis, P&L Management, Business Strategy, Competitive Intelligence, Marketing Research, Financial Analysis, International Marketing, Freight Auditing, Inventory Management, Product Marketing, Marketing Strategy, Analysis, Process Improvement, Management, Financial Modeling, Microsoft Access
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Marketing and Finance
Duke University
Bachelor of Arts (B.A.), Political Science and Business
Deborah Campanozzi Deborah Campanozzi's Pershing Experience February 2010 - March 2010
Job Reporting & Analytic's Supervisor at Van Eck Global
Industry Financial Services
Experience
Van Eck Global January 2011 - Present
Systematic Financial Management, LP October 2010 - December 2010
Pershing February 2010 - March 2010
State Street Corp / Lazard Asset Management March 2008 - March 2009
UBS Financial Services, Inc September 2000 - March 2008
UBS Financial Services September 2000 - September 2004
HGK Asset Management, Inc January 1999 - September 2000
Summit Financial Services Group June 1996 - December 1998
Summit Financial Services Group February 1993 - June 1996
Education
Fairleigh Dickinson University 1999 — 2004
BS, Finance
Van Eck Global January 2011 - Present
Systematic Financial Management, LP October 2010 - December 2010
Pershing February 2010 - March 2010
State Street Corp / Lazard Asset Management March 2008 - March 2009
UBS Financial Services, Inc September 2000 - March 2008
UBS Financial Services September 2000 - September 2004
HGK Asset Management, Inc January 1999 - September 2000
Summit Financial Services Group June 1996 - December 1998
Summit Financial Services Group February 1993 - June 1996
Education
Fairleigh Dickinson University 1999 — 2004
BS, Finance
Bill Collins Bill Collins's Pershing Experience July 2010 - November 2011
Job Delivering Client Focused Solutions in the Defined Contribution Investment Only Space
Industry Financial Services
Experience
Pershing July 2010 - November 2011
C2 Consulting December 2008 - July 2010
Merrill Lynch May 2004 - August 2008
AllainceBernstein Investment Research and Management February 1996 - May 2004
Aetna June 1989 - January 1996
Marine Midland Bank April 1988 - May 1989
Skills
Relationship Management, Strategic Planning, New Business Development, Leadership, Contract Negotiation, Strategy, Financial Services, Series 7, Alternative Investments, CRM, Investments, Business Development, Risk Management, Product Development, 401k, Management, Sales Management, Retirement, Wealth Management, Mergers & Acquisitions, Mutual Funds, Business Planning, Portfolio Management, Product Management, Marketing Strategy
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Philosophy
St. Mark's School 1980 — 1983
Pershing July 2010 - November 2011
C2 Consulting December 2008 - July 2010
Merrill Lynch May 2004 - August 2008
AllainceBernstein Investment Research and Management February 1996 - May 2004
Aetna June 1989 - January 1996
Marine Midland Bank April 1988 - May 1989
Skills
Relationship Management, Strategic Planning, New Business Development, Leadership, Contract Negotiation, Strategy, Financial Services, Series 7, Alternative Investments, CRM, Investments, Business Development, Risk Management, Product Development, 401k, Management, Sales Management, Retirement, Wealth Management, Mergers & Acquisitions, Mutual Funds, Business Planning, Portfolio Management, Product Management, Marketing Strategy
Education
Hobart and William Smith Colleges 1983 — 1987
BA, Philosophy
St. Mark's School 1980 — 1983
Blake Henry's Pershing Experience 2007 - 2008
Job Managing Partner at Silver Management
Industry Financial Services
Experience
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
Silver Management 1991 - Present
JPMorgan Chase 2008 - 2015
E*TRADE Financial 2005 - 2015
Frontera Partners 2007 - 2014
Pershing 2007 - 2008
TD Ameritrade 2006 - 2008
Harrisdirect 2004 - 2005
Bear Stearns 2003 - 2004
Susquehanna International Group 2002 - 2003
TAHO Commerce 1998 - 2002
Skills
Cost Basis, Financial Technology, Operations Management, Portfolio Management, Tax Reporting, Wealth Management, Management, Strategy, Analysis, Business Analysis, Risk Management, Leadership, Project Planning, Management Consulting, Product Management, Project Portfolio..., SDLC, Vendor Management, CRM, Business Intelligence, Consulting, Analytics, Project Management, Business Process..., IT Strategy, Requirements Gathering, Software Project..., Enterprise Software, Process Improvement, Software Development, Corporate Actions, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
BS, Decision Science / Marketing
Drexel University 1988 — 1991
Management Information Systems
Theodore Kekstadt Theodore Kekstadt's Pershing Experience June 1989 - November 1989
Job Trader, President Forex Trading Unlocked Inc.
Industry Capital Markets
Experience
Forex Trading Unlocked Inc. August 2009 - Present
Self January 1990 - Present
Self September 2005 - June 2007
Self May 1990 - September 2005
Shearson Lehmann May 1990 - May 1994
Stotler February 1990 - March 1990
Pershing June 1989 - November 1989
Skills
Trading, Equities, Trading Systems, Commodity, Electronic Trading, Financial Markets, Derivatives, Options, Technical Analysis, Trading Strategies, Investments, FX Options, Traders, FX trading, Proprietary Trading, Capital Markets, Equity Derivatives, Market Data, Alternative Investments, Foreign Exchange, Commodity Markets, Options Strategies, Commodity Risk..., Hedging, Stock Market, Currency, Arbitrage, FX Hedging, Managed Futures, Fixed Income, Market Making, Electronic Trading..., Hedge Funds, Bonds, FINRA, Emerging Markets, Securities, Swaps, ETFs, Equity Trading, Portfolio Management, Bloomberg, Asset Management, MetaTrader, Money Market, Structured Products, Volatility, Statistical Arbitrage, Futures Trading, Investment Strategies
Education
DePaul University 1989 — 1993
Finance, International Markets
Forex Trading Unlocked Inc. August 2009 - Present
Self January 1990 - Present
Self September 2005 - June 2007
Self May 1990 - September 2005
Shearson Lehmann May 1990 - May 1994
Stotler February 1990 - March 1990
Pershing June 1989 - November 1989
Skills
Trading, Equities, Trading Systems, Commodity, Electronic Trading, Financial Markets, Derivatives, Options, Technical Analysis, Trading Strategies, Investments, FX Options, Traders, FX trading, Proprietary Trading, Capital Markets, Equity Derivatives, Market Data, Alternative Investments, Foreign Exchange, Commodity Markets, Options Strategies, Commodity Risk..., Hedging, Stock Market, Currency, Arbitrage, FX Hedging, Managed Futures, Fixed Income, Market Making, Electronic Trading..., Hedge Funds, Bonds, FINRA, Emerging Markets, Securities, Swaps, ETFs, Equity Trading, Portfolio Management, Bloomberg, Asset Management, MetaTrader, Money Market, Structured Products, Volatility, Statistical Arbitrage, Futures Trading, Investment Strategies
Education
DePaul University 1989 — 1993
Finance, International Markets
Todd Reilly Todd Reilly's Pershing Experience December 1998 - July 1999
Job Database Administrator at Advent Intermodal Solutions
Industry Information Technology and Services
Experience
Advent Intermodal Solutions 2013 - Present
DefinedLogic November 2010 - April 2013
American Shipping and Logistics 2006 - January 2011
Advent, Inc. 2000 - 2005
Wallenius Wilhelmsen Lines 1999 - 2000
Pershing December 1998 - July 1999
Integrated Systems Consulting Group February 1998 - December 1998
CondeNet 1997 - 1998
Becton Dickinson 1996 - 1997
Prudential Financial 1989 - 1996
Skills
Oracle SQL, PL/SQL, T-SQL, SQL*Plus, Database Administration, SQL Server, SQL, SQL Tuning, COBOL, Microsoft SQL Server, SDLC, ETL, Data Modeling, Solaris, Business Analysis, Requirements Gathering, Databases, AIX, Oracle Enterprise..., Oracle, Requirements Analysis, Unix Shell Scripting, Database Design, Performance Tuning, Cognos, Erwin, Toad, Unix
Education
Franklin Pierce College 1983 — 1987
Bachelor of Science (BS), Computer Science
Houghton College 1981 — 1982
Advent Intermodal Solutions 2013 - Present
DefinedLogic November 2010 - April 2013
American Shipping and Logistics 2006 - January 2011
Advent, Inc. 2000 - 2005
Wallenius Wilhelmsen Lines 1999 - 2000
Pershing December 1998 - July 1999
Integrated Systems Consulting Group February 1998 - December 1998
CondeNet 1997 - 1998
Becton Dickinson 1996 - 1997
Prudential Financial 1989 - 1996
Skills
Oracle SQL, PL/SQL, T-SQL, SQL*Plus, Database Administration, SQL Server, SQL, SQL Tuning, COBOL, Microsoft SQL Server, SDLC, ETL, Data Modeling, Solaris, Business Analysis, Requirements Gathering, Databases, AIX, Oracle Enterprise..., Oracle, Requirements Analysis, Unix Shell Scripting, Database Design, Performance Tuning, Cognos, Erwin, Toad, Unix
Education
Franklin Pierce College 1983 — 1987
Bachelor of Science (BS), Computer Science
Houghton College 1981 — 1982
Sennin Flanagan Sennin Flanagan's Pershing Experience June 2008 - November 2009
Job Senior Engagement / Product Manager at Mediamorph
Industry Entertainment
Experience
Mediamorph October 2012 - Present
Mediamorph April 2012 - December 2012
MediaMorph May 2011 - June 2012
GAM February 2010 - June 2011
Pershing June 2008 - November 2009
Skills
Finance, Financial Analysis, Project Management, Microsoft Excel, Start-ups, Analysis, Financial Reporting, Customer Service, Securities, PowerPoint, Account Management, Digital Media, Social Media, Teamwork, Digital Strategy, Digital Advertising..., Digital data tracking, SaaS, International..., Client Service Oriented, Social Media Measurement, Media & Entertainment, Rights Management, Client Development, Portfolio Management, Performance Dashboards, Nielsen Data
Education
Institute of Technology, Sligo 2004 — 2008
Bachelor of Business Studies, Finance
St. Pats
Mediamorph October 2012 - Present
Mediamorph April 2012 - December 2012
MediaMorph May 2011 - June 2012
GAM February 2010 - June 2011
Pershing June 2008 - November 2009
Skills
Finance, Financial Analysis, Project Management, Microsoft Excel, Start-ups, Analysis, Financial Reporting, Customer Service, Securities, PowerPoint, Account Management, Digital Media, Social Media, Teamwork, Digital Strategy, Digital Advertising..., Digital data tracking, SaaS, International..., Client Service Oriented, Social Media Measurement, Media & Entertainment, Rights Management, Client Development, Portfolio Management, Performance Dashboards, Nielsen Data
Education
Institute of Technology, Sligo 2004 — 2008
Bachelor of Business Studies, Finance
St. Pats
Rajeev Shah, MBA Rajeev Shah, MBA's Pershing Experience February 1994 - March 1996
Job Finance Director at Matrixx Initiatives
Industry Information Technology and Services
Experience
Matrixx Initiatives, Inc. / Zicam LLC November 2011 - Present
Fujitsu America January 2006 - October 2011
Dow Jones 2004 - 2005
Fujitsu Consulting June 1999 - June 2004
KPMG Peat Marwick December 1998 - June 1999
Datek Online November 1997 - December 1998
Pershing February 1994 - March 1996
Skills
Financial Reporting, Accounting, Revenue Recognition, Strategic Planning, Project Management, Cash Flow, Business Process..., Forecasting, Financial Analysis, Process Improvement, Budgets, Analysis, Financial Systems, Variance Analysis, Financial Accounting, Management, Business Development, Mergers, Business Analysis
Education
Fairleigh Dickson University - Florham 1995 — 1997
MBA, Finance, International Business
Fairleigh Dickson University - Florham 1989 — 1993
BS, Business Management
Matrixx Initiatives, Inc. / Zicam LLC November 2011 - Present
Fujitsu America January 2006 - October 2011
Dow Jones 2004 - 2005
Fujitsu Consulting June 1999 - June 2004
KPMG Peat Marwick December 1998 - June 1999
Datek Online November 1997 - December 1998
Pershing February 1994 - March 1996
Skills
Financial Reporting, Accounting, Revenue Recognition, Strategic Planning, Project Management, Cash Flow, Business Process..., Forecasting, Financial Analysis, Process Improvement, Budgets, Analysis, Financial Systems, Variance Analysis, Financial Accounting, Management, Business Development, Mergers, Business Analysis
Education
Fairleigh Dickson University - Florham 1995 — 1997
MBA, Finance, International Business
Fairleigh Dickson University - Florham 1989 — 1993
BS, Business Management
Chris Ball's Pershing Experience November 2008 - March 2009
Job Regional Sales Representative West at Altiscale
Industry Information Technology and Services
Experience
Altiscale September 2015 - Present
Mercatus, Inc. January 2015 - September 2015
Cloudera September 2012 - January 2015
SPI Solar September 2009 - September 2012
Pershing November 2008 - March 2009
Liquid Assets, Inc 2007 - 2008
The Bank of New York Mellon 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Business Strategy, Investments, Equities, Strategic Planning, Risk Management, Project Management, Capital Markets, Analysis, Finance, Microsoft Excel, Data Analysis, Market Research, Business Development, Solar Energy, Strategy, Competitive Analysis, Leadership, Analytics, Start-ups, Salesforce.com, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2004 — 2008
B.S.B.A., Finance, International Business
Universitat Pompeu Fabra 2006 — 2007
International Business, Strategic Management
Hatboro-Horsham
Altiscale September 2015 - Present
Mercatus, Inc. January 2015 - September 2015
Cloudera September 2012 - January 2015
SPI Solar September 2009 - September 2012
Pershing November 2008 - March 2009
Liquid Assets, Inc 2007 - 2008
The Bank of New York Mellon 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Business Strategy, Investments, Equities, Strategic Planning, Risk Management, Project Management, Capital Markets, Analysis, Finance, Microsoft Excel, Data Analysis, Market Research, Business Development, Solar Energy, Strategy, Competitive Analysis, Leadership, Analytics, Start-ups, Salesforce.com, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2004 — 2008
B.S.B.A., Finance, International Business
Universitat Pompeu Fabra 2006 — 2007
International Business, Strategic Management
Hatboro-Horsham
Dennis Mark Dennis Mark's Pershing Experience September 2007 - January 2009
Job Director of Creative Services at Sussex County Miners
Industry Marketing and Advertising
Experience
Sussex County Miners December 2014 - Present
Mark Creative Studio September 2013 - December 2014
Freedom Mortgage June 2014 - August 2014
Philadelphia Eagles April 2014 - May 2014
Newark Bears February 2013 - September 2013
Comverge March 2009 - February 2013
Pershing September 2007 - January 2009
The Creative Group March 2007 - September 2007
Educational Testing Service (ETS) June 2006 - March 2007
PME Communications April 2005 - May 2006
Skills
Creative Direction, Graphic Design, Art Direction, Advertising, Web Design, Direct Mail, Email Marketing, Illustrator, Adobe Acrobat, Illustration, Photoshop, Microsoft Office, Copywriting, Image Manipulation, Marketing Communications, PowerPoint, Layout, Social Media, Marketing, Corporate Branding, Adobe Creative Suite, InDesign, Creative Strategy, Packaging, Graphics, Social Media Marketing, Drawing, Corporate Identity, Marketing Strategy, Dreamweaver, Pre-press, Trade Shows, Publications, Digital Photography, WordPress, Corporate Communications, Posters, Photography, Adobe Bridge, Catalogs, User Experience Design, Logo Design, User Interface, Restaurant Management, Hotel Management, Web Content Management, Brand Development, Brochures, Online Advertising
Education
New York Academy of Art 1994 — 1996
Master of Fine Arts, Drawing
School of the Museum of Fine Arts, Boston 1993 — 1994
Candidate, Diploma Program
Cornell University 1988 — 1992
Bachelor of Science, Hotel Administration
The Bronx High School of Science 1984 — 1988
High School Diploma
Sussex County Miners December 2014 - Present
Mark Creative Studio September 2013 - December 2014
Freedom Mortgage June 2014 - August 2014
Philadelphia Eagles April 2014 - May 2014
Newark Bears February 2013 - September 2013
Comverge March 2009 - February 2013
Pershing September 2007 - January 2009
The Creative Group March 2007 - September 2007
Educational Testing Service (ETS) June 2006 - March 2007
PME Communications April 2005 - May 2006
Skills
Creative Direction, Graphic Design, Art Direction, Advertising, Web Design, Direct Mail, Email Marketing, Illustrator, Adobe Acrobat, Illustration, Photoshop, Microsoft Office, Copywriting, Image Manipulation, Marketing Communications, PowerPoint, Layout, Social Media, Marketing, Corporate Branding, Adobe Creative Suite, InDesign, Creative Strategy, Packaging, Graphics, Social Media Marketing, Drawing, Corporate Identity, Marketing Strategy, Dreamweaver, Pre-press, Trade Shows, Publications, Digital Photography, WordPress, Corporate Communications, Posters, Photography, Adobe Bridge, Catalogs, User Experience Design, Logo Design, User Interface, Restaurant Management, Hotel Management, Web Content Management, Brand Development, Brochures, Online Advertising
Education
New York Academy of Art 1994 — 1996
Master of Fine Arts, Drawing
School of the Museum of Fine Arts, Boston 1993 — 1994
Candidate, Diploma Program
Cornell University 1988 — 1992
Bachelor of Science, Hotel Administration
The Bronx High School of Science 1984 — 1988
High School Diploma
Lynn Cannizzaro Lynn Cannizzaro's Pershing Experience March 2011 - Present
Job Sales, Relationship and Product Management Professional in the Financial Services Industry
Industry Financial Services
Experience
Pershing March 2011 - Present
Neonet Securities June 2009 - May 2010
Societe Generale September 2007 - February 2009
JPMorgan June 2006 - July 2007
Credit Suisse April 2001 - June 2006
PaineWebber July 1996 - April 2001
Education
Fordham University 1992 — 1996
BS, Finance and Marketing
Pershing March 2011 - Present
Neonet Securities June 2009 - May 2010
Societe Generale September 2007 - February 2009
JPMorgan June 2006 - July 2007
Credit Suisse April 2001 - June 2006
PaineWebber July 1996 - April 2001
Education
Fordham University 1992 — 1996
BS, Finance and Marketing
Matthew Geary, CFA Matthew Geary, CFA's Pershing Experience March 2004 - February 2006
Job Senior Equity Analyst
Industry Investment Management
Experience
Boyar Asset Management May 2011 - Present
SumZero.com April 2010 - Present
Kellner Dileo February 2006 - June 2009
Pershing March 2004 - February 2006
Martindale, Andres & Company June 2000 - July 2001
PNC Advisors May 1997 - June 2000
Skills
Equities, Equity Research, Investments, Hedge Funds, Mutual Funds, Equity Valuation, Alternative Investments, Financial Services, Bloomberg, Asset Management, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Fundamental Analysis, Valuation, Asset Allocation, Bonds, Special Situations, Buy-side, Value Investing, Chartered Financial..., Financial Modeling, Financial Analysis, Portfolio Management, Investment Research, Public Speaking, Report Writing
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Villanova University 1993 — 1997
B.S., Finance
Bishop Eustace 1989 — 1993
Boyar Asset Management May 2011 - Present
SumZero.com April 2010 - Present
Kellner Dileo February 2006 - June 2009
Pershing March 2004 - February 2006
Martindale, Andres & Company June 2000 - July 2001
PNC Advisors May 1997 - June 2000
Skills
Equities, Equity Research, Investments, Hedge Funds, Mutual Funds, Equity Valuation, Alternative Investments, Financial Services, Bloomberg, Asset Management, Investment Management, Investment Strategies, Fixed Income, Capital Markets, Fundamental Analysis, Valuation, Asset Allocation, Bonds, Special Situations, Buy-side, Value Investing, Chartered Financial..., Financial Modeling, Financial Analysis, Portfolio Management, Investment Research, Public Speaking, Report Writing
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA, Finance
Villanova University 1993 — 1997
B.S., Finance
Bishop Eustace 1989 — 1993
J G's Pershing Experience July 2000 - January 2002
Job Albridge, an Affiliate of Pershing, a BNY Mellon company
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing July 2014 - Present
Albridge, an Affiliate of Pershing January 2013 - July 2014
JP Morgan Chase February 2008 - January 2013
Bear Stearns January 2002 - February 2008
Pershing July 2000 - January 2002
Skills
Securities, Fixed Income, Investments, Equities, Retirement Planning, Financial Services, Portfolio Management, Relationship Management, Asset Managment, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis, Analysis, Series 7
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Albridge, an Affiliate of Pershing July 2014 - Present
Albridge, an Affiliate of Pershing January 2013 - July 2014
JP Morgan Chase February 2008 - January 2013
Bear Stearns January 2002 - February 2008
Pershing July 2000 - January 2002
Skills
Securities, Fixed Income, Investments, Equities, Retirement Planning, Financial Services, Portfolio Management, Relationship Management, Asset Managment, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Microsoft Excel, Business Analysis, Strategic Planning, Data Analysis, Analysis, Series 7
Education
Cornell University 1996 — 2000
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Sekhar (Rajasekhar) Divakaruni Sekhar (Rajasekhar) Divakaruni's Pershing Experience April 2011 - August 2012
Job CEO SLiQ IT
Industry Internet
Experience
Citi May 2013 - Present
SliQ Information Technologies Inc. January 2012 - Present
Morgan Stanley August 2012 - April 2013
Pershing April 2011 - August 2012
DOWJONES September 2010 - March 2011
Citi August 2004 - August 2010
Grey April 2000 - July 2004
IBC October 1997 - March 2000
TCS March 1997 - September 1997
Skills
Spring, Java Enterprise Edition, JSP, Hibernate
Education
Indian Institute of Technology, Madras 1995 — 1997
MTech, Civil Engineering
Citi May 2013 - Present
SliQ Information Technologies Inc. January 2012 - Present
Morgan Stanley August 2012 - April 2013
Pershing April 2011 - August 2012
DOWJONES September 2010 - March 2011
Citi August 2004 - August 2010
Grey April 2000 - July 2004
IBC October 1997 - March 2000
TCS March 1997 - September 1997
Skills
Spring, Java Enterprise Edition, JSP, Hibernate
Education
Indian Institute of Technology, Madras 1995 — 1997
MTech, Civil Engineering
Kylie Hart Kylie Hart's Pershing Experience June 2012 - August 2012
Job Senior Associate at Norgay Partners
Industry Financial Services
Experience
Norgay Partners March 2015 - Present
OneWire June 2013 - March 2015
Pershing June 2012 - August 2012
Harwood Levitt Consulting September 2011 - December 2011
Skills
Research, Writing, Reading, Microsoft Office, Communication Skills, Customer Service, Microsoft Word, SPSS, Facebook, Social Networking, Advertising, Coaching, Leadership, Negotiation, Marketing, Outlook, Social Media, Start-ups, Management, Microsoft Excel, Project Management, Recruiting, Teamwork, Public Speaking, Photoshop, Deferred Compensation, Analysis, Data Analysis, Executive Search, PowerPoint, Access, Event Planning
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor's degree, Latin Language and Literature
Vesalius College 2011 — 2011
International Business
Norgay Partners March 2015 - Present
OneWire June 2013 - March 2015
Pershing June 2012 - August 2012
Harwood Levitt Consulting September 2011 - December 2011
Skills
Research, Writing, Reading, Microsoft Office, Communication Skills, Customer Service, Microsoft Word, SPSS, Facebook, Social Networking, Advertising, Coaching, Leadership, Negotiation, Marketing, Outlook, Social Media, Start-ups, Management, Microsoft Excel, Project Management, Recruiting, Teamwork, Public Speaking, Photoshop, Deferred Compensation, Analysis, Data Analysis, Executive Search, PowerPoint, Access, Event Planning
Education
Hobart and William Smith Colleges 2009 — 2013
Bachelor's degree, Latin Language and Literature
Vesalius College 2011 — 2011
International Business
Tracee Mantro Tracee Mantro's Pershing Experience September 2012 - September 2013
Job Account Coordinator at Turner Sports
Industry Marketing and Advertising
Experience
Turner Broadcasting System March 2015 - Present
Bloomingdale's September 2014 - Present
Dance 411 Studios March 2015 - August 2015
Dance 411 January 2015 - March 2015
GROUP1201 March 2014 - August 2014
Pershing September 2012 - September 2013
Hampton University September 2011 - May 2012
Jenny Chase Inc. May 2011 - August 2011
The Pop Bag May 2011 - August 2011
Food Biz Supply May 2010 - August 2010
Skills
Marketing, Customer Service, Teamwork, Microsoft Office, Social Networking, Access, Research, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Time Management, Market Research, Social Outreach, Citrix, Lotus Notes, Rumba, Brand Management, Content Marketing, Internet Marketing, Internet Mapping, Ad Words, Logistics, Social Media Marketing, Marketing Communications, Advertising, Marketing Strategy, Online Advertising, Marketing Research, Blogging, Sales, Facebook, Merchandising, Press Releases, Event Management, Training
Education
Hampton University 2008 — 2012
Bachelor of Science, Marketing
Professional Performing Arts School 2005 — 2008
Diploma, Dance
Turner Broadcasting System March 2015 - Present
Bloomingdale's September 2014 - Present
Dance 411 Studios March 2015 - August 2015
Dance 411 January 2015 - March 2015
GROUP1201 March 2014 - August 2014
Pershing September 2012 - September 2013
Hampton University September 2011 - May 2012
Jenny Chase Inc. May 2011 - August 2011
The Pop Bag May 2011 - August 2011
Food Biz Supply May 2010 - August 2010
Skills
Marketing, Customer Service, Teamwork, Microsoft Office, Social Networking, Access, Research, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Time Management, Market Research, Social Outreach, Citrix, Lotus Notes, Rumba, Brand Management, Content Marketing, Internet Marketing, Internet Mapping, Ad Words, Logistics, Social Media Marketing, Marketing Communications, Advertising, Marketing Strategy, Online Advertising, Marketing Research, Blogging, Sales, Facebook, Merchandising, Press Releases, Event Management, Training
Education
Hampton University 2008 — 2012
Bachelor of Science, Marketing
Professional Performing Arts School 2005 — 2008
Diploma, Dance
Anthony Bueti's Pershing Experience April 2012 - July 2013
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
Pershing April 2012 - July 2013
Pershing Managed Account Solutions July 2008 - April 2012
Pershing Managed Account Solutions (formerly PNC Managed Investments) June 2007 - July 2008
Pershing Managed Account Solutions (formerly PNC Managed Investments) June 2006 - June 2007
Pershing Managed Account Solutions (formerly PNC Managed Investments) June 2005 - June 2006
Skills
Managed Accounts, Series 7, Microsoft Office, Leadership, Communication, Problem Solving, Series 24, Trading, Management, Managing Accounts, Financial Services, Mutual Funds, Investments, Securities, Account Reconciliation, Process Improvement, Project Management, Settlement, Fixed Income, Wealth Management, Portfolio Management, Risk Management, Back Office, FINRA, Relationship Management, Investment Advisory, Hedge Funds, Asset Management
Education
La Salle University 2006 — 2009
Masters of Business Administration, Management
Drexel University 1995 — 2000
Bachelor of Science, Business
JPMorgan Chase July 2013 - Present
Pershing April 2012 - July 2013
Pershing Managed Account Solutions July 2008 - April 2012
Pershing Managed Account Solutions (formerly PNC Managed Investments) June 2007 - July 2008
Pershing Managed Account Solutions (formerly PNC Managed Investments) June 2006 - June 2007
Pershing Managed Account Solutions (formerly PNC Managed Investments) June 2005 - June 2006
Skills
Managed Accounts, Series 7, Microsoft Office, Leadership, Communication, Problem Solving, Series 24, Trading, Management, Managing Accounts, Financial Services, Mutual Funds, Investments, Securities, Account Reconciliation, Process Improvement, Project Management, Settlement, Fixed Income, Wealth Management, Portfolio Management, Risk Management, Back Office, FINRA, Relationship Management, Investment Advisory, Hedge Funds, Asset Management
Education
La Salle University 2006 — 2009
Masters of Business Administration, Management
Drexel University 1995 — 2000
Bachelor of Science, Business
Baruti N. Kafele's Pershing Experience November 2007 - June 2008
Job C.E.O. at Libertus, LLC
Industry Public Relations and Communications
Experience
Libertus, LLC January 2015 - Present
LiBRE BRAND- FREEDOM OF FLYNESS November 2012 - Present
Baruti Enterprises, LLC June 2012 - Present
True Religion Brand Jeans August 2012 - Present
The Center for Educational Reform June 2012 - July 2012
31st Legislative District of the State of New Jersey June 2011 - August 2011
Kean University January 2009 - December 2009
Department of Housing, Economic Development & Commerce of the City of Jersey City June 2008 - September 2008
Pershing November 2007 - June 2008
Party City June 2007 - November 2007
Skills
Elocution, Motivational Speaking, Marketing, Public Relations, Social Media, Event Management, Public Speaking, Event Planning, Microsoft Office, Social Media Marketing, PowerPoint, Media Relations, Journalism, Research, Microsoft Excel, Marketing Communications, Microsoft Word, Corporate Communications, Leadership, Facebook, Social Networking, Customer Service
Education
Georgetown University 2012 — 2012
TFAS: The Engalitcheff Institute on Comparative Political and Economic Systems Diploma, Comparative Economic Systems and Constitutional Interpretation, A
Kean University 2008 — 2012
Bachelor of Arts (B.A.), Political Science: Comparative/International Politics, 3.8
The American University in Cairo 2010 — 2010
Study Abroad Spring 2010, Political Science and Government, B
Libertus, LLC January 2015 - Present
LiBRE BRAND- FREEDOM OF FLYNESS November 2012 - Present
Baruti Enterprises, LLC June 2012 - Present
True Religion Brand Jeans August 2012 - Present
The Center for Educational Reform June 2012 - July 2012
31st Legislative District of the State of New Jersey June 2011 - August 2011
Kean University January 2009 - December 2009
Department of Housing, Economic Development & Commerce of the City of Jersey City June 2008 - September 2008
Pershing November 2007 - June 2008
Party City June 2007 - November 2007
Skills
Elocution, Motivational Speaking, Marketing, Public Relations, Social Media, Event Management, Public Speaking, Event Planning, Microsoft Office, Social Media Marketing, PowerPoint, Media Relations, Journalism, Research, Microsoft Excel, Marketing Communications, Microsoft Word, Corporate Communications, Leadership, Facebook, Social Networking, Customer Service
Education
Georgetown University 2012 — 2012
TFAS: The Engalitcheff Institute on Comparative Political and Economic Systems Diploma, Comparative Economic Systems and Constitutional Interpretation, A
Kean University 2008 — 2012
Bachelor of Arts (B.A.), Political Science: Comparative/International Politics, 3.8
The American University in Cairo 2010 — 2010
Study Abroad Spring 2010, Political Science and Government, B
Alicia Silver Alicia Silver's Pershing Experience September 2009 - Present
Job Pershing LLC,Vice President of Asset and Global Clearance and Settlement Client Service Teams
Industry Financial Services
Experience
Pershing September 2009 - Present
Pershing LLC August 2004 - Present
Skills
Talent Development, Change Management, Process Improvement, Leading Change, Securities, Financial Services, Series 7, Series 63, Series 24
Education
Drew University
Pershing September 2009 - Present
Pershing LLC August 2004 - Present
Skills
Talent Development, Change Management, Process Improvement, Leading Change, Securities, Financial Services, Series 7, Series 63, Series 24
Education
Drew University
Larry Beebe Larry Beebe's Pershing Experience August 1980 - July 1989
Job Financial Services Professional
Industry Financial Services
Experience
Blue Capital Group August 2008 - April 2011
Ronin Capital July 1989 - August 2008
Pershing August 1980 - July 1989
Skills
Options, Market Making, Derivatives, Equities, Volatility, Hedging, Equity Trading, Trading, Investments, Electronic Trading, Alternative Investments, Trading Strategies, Proprietary Trading, Traders, Mutual Funds, Series 7, Trading Systems, Financial Markets, FINRA, Securities, Equity Derivatives, Analysis, Fixed Income, Bloomberg, Hedge Funds, Arbitrage, Options Strategies, Portfolio Management, Volatility Arbitrage, ETFs, Capital Markets, Series 63, Series 24, Bonds, Commodity, Technical Analysis, Risk Management
Education
Eastern Illinois University 1976 — 1980
Bachelor of Science (B.S.), Finance, General
Blue Capital Group August 2008 - April 2011
Ronin Capital July 1989 - August 2008
Pershing August 1980 - July 1989
Skills
Options, Market Making, Derivatives, Equities, Volatility, Hedging, Equity Trading, Trading, Investments, Electronic Trading, Alternative Investments, Trading Strategies, Proprietary Trading, Traders, Mutual Funds, Series 7, Trading Systems, Financial Markets, FINRA, Securities, Equity Derivatives, Analysis, Fixed Income, Bloomberg, Hedge Funds, Arbitrage, Options Strategies, Portfolio Management, Volatility Arbitrage, ETFs, Capital Markets, Series 63, Series 24, Bonds, Commodity, Technical Analysis, Risk Management
Education
Eastern Illinois University 1976 — 1980
Bachelor of Science (B.S.), Finance, General
Verna Davis Campbell's Pershing Experience June 1996 - January 2006
Job Principal Consultant at VDC Business Services
Industry Information Technology and Services
Experience
VDC Business Services June 2010 - Present
East Coast Business Partners May 2008 - December 2010
GMAC ResCap January 2006 - December 2007
Pershing June 1996 - January 2006
Skills
Project Management, SDLC, Process Improvement, Business Analysis, Requirements Gathering, Management, Management Consulting, Requirements Analysis, Quality Assurance, Strategic Planning, Leadership, Six Sigma, Consulting, Program Management, IT Strategy, Business Process..., Testing, Sales, Vendor Management, Business Intelligence, Project Planning, Agile Project Management, Scrum
Education
Fordham Gabelli School of Business 1990 — 1994
MBA, Information Systems
VDC Business Services June 2010 - Present
East Coast Business Partners May 2008 - December 2010
GMAC ResCap January 2006 - December 2007
Pershing June 1996 - January 2006
Skills
Project Management, SDLC, Process Improvement, Business Analysis, Requirements Gathering, Management, Management Consulting, Requirements Analysis, Quality Assurance, Strategic Planning, Leadership, Six Sigma, Consulting, Program Management, IT Strategy, Business Process..., Testing, Sales, Vendor Management, Business Intelligence, Project Planning, Agile Project Management, Scrum
Education
Fordham Gabelli School of Business 1990 — 1994
MBA, Information Systems
Samantha Guzman Samantha Guzman's Pershing Experience June 2010 - August 2010
Job Senior Vice President, AML Compliance Lloyd's Banking Group
Industry Financial Services
Experience
Lloyds Banking Group December 2012 - Present
RBS Markets & International Banking September 2010 - December 2012
Pershing June 2010 - August 2010
MasterCard November 2009 - April 2010
Dresdner Kleinwort August 2007 - November 2009
Lehman Brothers March 2006 - August 2007
Thacher Associates November 2000 - March 2006
Skills
AML, Investment Banking, Risk Management, KYC, Financial Risk, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, OFAC, Operational Risk, Banking, Securities, Operational Risk..., Risk Assessment, Anti Money Laundering, Fraud, FINRA, Financial Regulation, Financial Services, Financial Institutions
Education
Fordham University 1994 — 1999
Bachelor of Arts (B.A.), Sociology
Lloyds Banking Group December 2012 - Present
RBS Markets & International Banking September 2010 - December 2012
Pershing June 2010 - August 2010
MasterCard November 2009 - April 2010
Dresdner Kleinwort August 2007 - November 2009
Lehman Brothers March 2006 - August 2007
Thacher Associates November 2000 - March 2006
Skills
AML, Investment Banking, Risk Management, KYC, Financial Risk, Due Diligence, USA PATRIOT Act, Bank Secrecy Act, OFAC, Operational Risk, Banking, Securities, Operational Risk..., Risk Assessment, Anti Money Laundering, Fraud, FINRA, Financial Regulation, Financial Services, Financial Institutions
Education
Fordham University 1994 — 1999
Bachelor of Arts (B.A.), Sociology
Craig Cadmus's Pershing Experience 2000 - 2001
Job B2B Strategist / Business Leader / Intrapreneur
Industry Financial Services
Experience
Cadby Consultants, LLC August 2014 - Present
Shalin Associates, Inc. 2005 - August 2014
Pershing 2000 - 2001
Merrill Lynch 1985 - 2000
Bankers Trust Company 1980 - 1985
Midlantic Bank 1975 - 1980
Skills
Management, Entrepreneurship, Strategy, New Business Development, Marketing, Marketing Strategy, CRM, Strategic Planning, Start-ups, Competitive Analysis, Marketing Research, Project Management, Product Development, International Expansion, Legal & Compliance, Leadership, Advertising, SaaS, Trade Shows, Public Relations, Marketing Information..., Direct Marketing, Consulting
Education
Cornell University 1973 — 1975
MBA, Marketing & Information Systems
University of Pennsylvania - The Wharton School 1989 — 1991
Certification, Securities Industry Institute
Rutgers University-New Brunswick 1981 — 1983
Certification, ABA Stonier Graduate School of Banking
Gettysburg College 1969 — 1973
AB, Business Administration
Cadby Consultants, LLC August 2014 - Present
Shalin Associates, Inc. 2005 - August 2014
Pershing 2000 - 2001
Merrill Lynch 1985 - 2000
Bankers Trust Company 1980 - 1985
Midlantic Bank 1975 - 1980
Skills
Management, Entrepreneurship, Strategy, New Business Development, Marketing, Marketing Strategy, CRM, Strategic Planning, Start-ups, Competitive Analysis, Marketing Research, Project Management, Product Development, International Expansion, Legal & Compliance, Leadership, Advertising, SaaS, Trade Shows, Public Relations, Marketing Information..., Direct Marketing, Consulting
Education
Cornell University 1973 — 1975
MBA, Marketing & Information Systems
University of Pennsylvania - The Wharton School 1989 — 1991
Certification, Securities Industry Institute
Rutgers University-New Brunswick 1981 — 1983
Certification, ABA Stonier Graduate School of Banking
Gettysburg College 1969 — 1973
AB, Business Administration
Lourdes Nakar Lourdes Nakar's Pershing Experience October 1994 - May 2001
Job Financial Services Business Analyst and Technology Consultant
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Jeff Pajauskas's Pershing Experience 1999 - 2002
Job Partner Grant Thornton
Industry Accounting
Experience
Grant Thornton July 2003 - Present
Pershing 1999 - 2002
Skills
Accounting, Financial Reporting, US GAAP, Auditing, Internal Controls, Valuation, SEC filings, Due Diligence, Business Valuation, Financial Analysis, GAAP, CPA, Assurance, External Audit, Corporate Tax, Tax
Education
Indiana University - Kelley School of Business 1998 — 2002
Homewood Flossmoor High School 1995 — 1998
Grant Thornton July 2003 - Present
Pershing 1999 - 2002
Skills
Accounting, Financial Reporting, US GAAP, Auditing, Internal Controls, Valuation, SEC filings, Due Diligence, Business Valuation, Financial Analysis, GAAP, CPA, Assurance, External Audit, Corporate Tax, Tax
Education
Indiana University - Kelley School of Business 1998 — 2002
Homewood Flossmoor High School 1995 — 1998
Beth Ziff's Pershing Experience 1997 - 2002
Job COO at Premiere Response, LLC
Industry Consumer Services
Experience
Premiere Response, LLC, a division of American Customer Care 2005 - Present
SOCAP International -- Society of Consumer Affairs Professionals 2002 - 2002
Pershing 1997 - 2002
AT&T Wireless 1992 - 1997
Skills
Customer Experience, Strategic Planning, Customer Retention, Customer Satisfaction, Call Centers, Customer Service, Process Improvement, Operations Management, Call Center, Enterprise Software, Account Management, Team Building, Leadership, Outsourcing, Training, Conflict Resolution, SaaS, Microsoft Excel, Project Management, SDLC, Sales, Securities
Education
Emerson College 1977 — 1981
BS, Communications and Speech
Premiere Response, LLC, a division of American Customer Care 2005 - Present
SOCAP International -- Society of Consumer Affairs Professionals 2002 - 2002
Pershing 1997 - 2002
AT&T Wireless 1992 - 1997
Skills
Customer Experience, Strategic Planning, Customer Retention, Customer Satisfaction, Call Centers, Customer Service, Process Improvement, Operations Management, Call Center, Enterprise Software, Account Management, Team Building, Leadership, Outsourcing, Training, Conflict Resolution, SaaS, Microsoft Excel, Project Management, SDLC, Sales, Securities
Education
Emerson College 1977 — 1981
BS, Communications and Speech
Nancy N. Lin Nancy N. Lin's Pershing Experience 2003 - 2004
Job AVP, Citi Transaction Services
Industry Financial Services
Experience
Citi January 2012 - Present
Citi July 2008 - December 2011
StreetWise Partners 2008 - 2009
Educated Consumers Project 2007 - 2008
Georgetown University Alumni & Student Federal Credit Union October 2005 - May 2007
Pershing 2003 - 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Analysis, Financial Services, Risk Management, Microsoft Office, PowerPoint, Banking, Access
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA
The Chinese University of Hong Kong 2006 — 2006
Citi January 2012 - Present
Citi July 2008 - December 2011
StreetWise Partners 2008 - 2009
Educated Consumers Project 2007 - 2008
Georgetown University Alumni & Student Federal Credit Union October 2005 - May 2007
Pershing 2003 - 2004
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Analysis, Financial Services, Risk Management, Microsoft Office, PowerPoint, Banking, Access
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA
The Chinese University of Hong Kong 2006 — 2006
Tom Kelleher's Pershing Experience January 1997 - February 1998
Job
Industry Information Technology and Services
Experience
Healthways October 2011 - Present
Tom Kelleher Consulting, Inc. 1998 - Present
Healthways International January 2000 - October 2013
Pershing, January 1997 - February 1998
Merrill Lynch November 1993 - December 1996
AIG, Inc. April 1993 - October 1993
Memorial Sloan-Kettering Cancer Center June 1991 - March 1993
Digital Equipment Corporation June 1986 - June 1991
Skills
Reporting Applications, .NET, Software Development, Microsoft SQL Server, Database Design, Web Services, SQL, C#, ASP.NET, XML, Project Management, Web Applications, User Interface Design, AJAX, Web Development, Visual Basic, ASP, Scrum, Enterprise Software, Software Project..., SDLC, Leadership, Management, Program Management, Consulting
Education
Cornell University 1982 — 1986
BA, English
Healthways October 2011 - Present
Tom Kelleher Consulting, Inc. 1998 - Present
Healthways International January 2000 - October 2013
Pershing, January 1997 - February 1998
Merrill Lynch November 1993 - December 1996
AIG, Inc. April 1993 - October 1993
Memorial Sloan-Kettering Cancer Center June 1991 - March 1993
Digital Equipment Corporation June 1986 - June 1991
Skills
Reporting Applications, .NET, Software Development, Microsoft SQL Server, Database Design, Web Services, SQL, C#, ASP.NET, XML, Project Management, Web Applications, User Interface Design, AJAX, Web Development, Visual Basic, ASP, Scrum, Enterprise Software, Software Project..., SDLC, Leadership, Management, Program Management, Consulting
Education
Cornell University 1982 — 1986
BA, English
Jean Chu's Pershing Experience January 1997 - February 1999
Job
Industry Computer Software
Experience
IBM April 2015 - Present
IBM January 2007 - Present
IBM January 2004 - January 2006
IBM Global Services February 1999 - February 2004
Pershing January 1997 - February 1999
Alcatel-Lucent January 1995 - February 1997
Computer Associates (Former Legent Corporation) January 1991 - January 1995
Skills
Netcool, ITIL, Channel, Solution Architecture, Systems Management, Business Development, Websphere, IT Service Management, Pre-sales, Cloud Computing, Enterprise Software, Requirements Analysis, Enterprise Architecture, IT Strategy, Software Development, Integration, Program Management, Data Center, PMP, Disaster Recovery, IT Management, Professional Services, Leadership, SaaS, Solution Selling, Storage, Service Management, WebSphere
Education
Pace University 2010 — 2016
Pace University Seidenberg School of Computer Science and Information Systems
Drexel University
MBA, BS
IBM April 2015 - Present
IBM January 2007 - Present
IBM January 2004 - January 2006
IBM Global Services February 1999 - February 2004
Pershing January 1997 - February 1999
Alcatel-Lucent January 1995 - February 1997
Computer Associates (Former Legent Corporation) January 1991 - January 1995
Skills
Netcool, ITIL, Channel, Solution Architecture, Systems Management, Business Development, Websphere, IT Service Management, Pre-sales, Cloud Computing, Enterprise Software, Requirements Analysis, Enterprise Architecture, IT Strategy, Software Development, Integration, Program Management, Data Center, PMP, Disaster Recovery, IT Management, Professional Services, Leadership, SaaS, Solution Selling, Storage, Service Management, WebSphere
Education
Pace University 2010 — 2016
Pace University Seidenberg School of Computer Science and Information Systems
Drexel University
MBA, BS
Christopher Donohoe's Pershing Experience 1999 - 2003
Job Regional Manager, Head of Client Services, Americas at TradingScreen
Industry Capital Markets
Experience
TradingScreen October 2010 - Present
FTEN Inc July 2008 - October 2010
Citi 2003 - January 2010
Pershing 1999 - 2003
ADP 1994 - 1998
Skills
Sales Management, Leadership, Trading, Investments, Trading Systems, Equities, Capital Markets, Securities, Human Resources, Electronic Trading, Equity Trading, Derivatives, Market Data, SQL, Customer Service, Databases, Testing, Financial Services, Options, Financial Markets, Fixed Income
Education
Curry College 1988 — 1992
TradingScreen October 2010 - Present
FTEN Inc July 2008 - October 2010
Citi 2003 - January 2010
Pershing 1999 - 2003
ADP 1994 - 1998
Skills
Sales Management, Leadership, Trading, Investments, Trading Systems, Equities, Capital Markets, Securities, Human Resources, Electronic Trading, Equity Trading, Derivatives, Market Data, SQL, Customer Service, Databases, Testing, Financial Services, Options, Financial Markets, Fixed Income
Education
Curry College 1988 — 1992
Philip Gong's Pershing Experience October 2005 - August 2006
Job IT Project Manager
Industry Utilities
Experience
NRG February 2010 - Present
NRG Energy August 2006 - February 2010
Pershing October 2005 - August 2006
Federated Department Stores October 2004 - October 2005
BNY Mellon February 2003 - October 2004
Fidelity Investments 1998 - 2003
Skills
Business Process, Business Analysis, Integration, Project Management, Software Project..., Strategy, Energy, Program Management, Analysis, Cross-functional Team..., Visio, SharePoint, Business Transformation, Mergers & Acquisitions, Management, Project Portfolio..., Business Process..., Capital Budgeting, Relationship Management, Leadership, SDLC, Mergers, Budgets, Vendor Management, Solar Energy, Process Improvement, IT Strategy, Energy Markets, Disaster Recovery, Project Planning, Business Intelligence, SCADA, IT Management, Acquisition Integration, Process Management, Business Valuation, IT Operations, Budget Process, Procurement, Risk Management, MS Project, Six Sigma, Access, Testing, Databases, Process Engineering, Microsoft Project, Solar PV, Technology Integration, Due Diligence
Education
Columbus State University 2011 — 2013
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA, Finance
NRG February 2010 - Present
NRG Energy August 2006 - February 2010
Pershing October 2005 - August 2006
Federated Department Stores October 2004 - October 2005
BNY Mellon February 2003 - October 2004
Fidelity Investments 1998 - 2003
Skills
Business Process, Business Analysis, Integration, Project Management, Software Project..., Strategy, Energy, Program Management, Analysis, Cross-functional Team..., Visio, SharePoint, Business Transformation, Mergers & Acquisitions, Management, Project Portfolio..., Business Process..., Capital Budgeting, Relationship Management, Leadership, SDLC, Mergers, Budgets, Vendor Management, Solar Energy, Process Improvement, IT Strategy, Energy Markets, Disaster Recovery, Project Planning, Business Intelligence, SCADA, IT Management, Acquisition Integration, Process Management, Business Valuation, IT Operations, Budget Process, Procurement, Risk Management, MS Project, Six Sigma, Access, Testing, Databases, Process Engineering, Microsoft Project, Solar PV, Technology Integration, Due Diligence
Education
Columbus State University 2011 — 2013
MBA
Pace University - Lubin School of Business 1992 — 1996
BBA, Finance
Firouzeh Etebar's Pershing Experience 1995 - 1999
Job Financial Services Executive RM
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2014 - Present
Vantage Learning June 2013 - July 2014
National Financial 1999 - June 2012
Fidelity Investments 1999 - 2012
Pershing 1995 - 1999
Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data
Education
Drew University
Master's degree, International Relations and Affairs
Susquehanna University
Bachelor of Arts (BA), Political Science and Government
Pershing, a BNY Mellon company August 2014 - Present
Vantage Learning June 2013 - July 2014
National Financial 1999 - June 2012
Fidelity Investments 1999 - 2012
Pershing 1995 - 1999
Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data
Education
Drew University
Master's degree, International Relations and Affairs
Susquehanna University
Bachelor of Arts (BA), Political Science and Government
Anthony Montelibano's Pershing Experience May 1997 - September 1998
Job Consulting Manager, Systems at Prudential Investments
Industry Information Technology and Services
Experience
Prudential Investments May 2011 - Present
Prudential Investments October 1998 - April 2011
Pershing May 1997 - September 1998
Andersen Consulting August 1995 - May 1997
Education
Chubb Institute 1994 — 1995
Diploma, Computer Programming
De La Salle University 1971 — 1979
BS, Industrial Management Engineering
Prudential Investments May 2011 - Present
Prudential Investments October 1998 - April 2011
Pershing May 1997 - September 1998
Andersen Consulting August 1995 - May 1997
Education
Chubb Institute 1994 — 1995
Diploma, Computer Programming
De La Salle University 1971 — 1979
BS, Industrial Management Engineering
Roderick Thomas's Pershing Experience June 2009 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing June 2009 - Present
Pershing LLC 2006 - 2009
NetAssets 2000 - 2001
Education
Howard University 1996 — 2000
Hartsville High School 1992 — 1996
Pershing June 2009 - Present
Pershing LLC 2006 - 2009
NetAssets 2000 - 2001
Education
Howard University 1996 — 2000
Hartsville High School 1992 — 1996
Steve Nadle's Pershing Experience November 2006 - Present
Job AVP at Pershing
Industry Financial Services
Experience
Pershing November 2006 - Present
SunGard / BRASS 2003 - 2006
Brut LLC 2001 - 2003
Everen Securities 1995 - 2000
Skills
Market Data, Investments, Trading Systems, Electronic Trading, Series 7, Equities, Equity Trading, Securities, Financial Services, Relationship Management, Order Management
Education
Drake University 1987 — 1991
Pershing November 2006 - Present
SunGard / BRASS 2003 - 2006
Brut LLC 2001 - 2003
Everen Securities 1995 - 2000
Skills
Market Data, Investments, Trading Systems, Electronic Trading, Series 7, Equities, Equity Trading, Securities, Financial Services, Relationship Management, Order Management
Education
Drake University 1987 — 1991
Gregory Monseliu's Pershing Experience July 1993 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing July 1993 - Present
iNautix 1998 - 2001
DLJdirect 1993 - 2001
PC Financial Network 1993 - 1996
Skills
Financial Services, Series 63, Series 7, Product Management, Portfolio Management, Trading Systems, FINRA, Equities, Securities, Series 24, Risk Management, Hedge Funds, Trading, Fixed Income
Education
Cornell University 1989 — 1993
Chaminade High School 1985 — 1989
Pershing July 1993 - Present
iNautix 1998 - 2001
DLJdirect 1993 - 2001
PC Financial Network 1993 - 1996
Skills
Financial Services, Series 63, Series 7, Product Management, Portfolio Management, Trading Systems, FINRA, Equities, Securities, Series 24, Risk Management, Hedge Funds, Trading, Fixed Income
Education
Cornell University 1989 — 1993
Chaminade High School 1985 — 1989
Dmitriy Konikov, CFA's Pershing Experience December 2010 - Present
Job Investment Professional Trading, Research, and Portfolio Management
Industry Financial Services
Experience
Pershing December 2010 - Present
Financial Industry Regulatory Authority June 2005 - December 2010
Skills
Series 7, Securities, FINRA, Series 24, AML, Anti Money Laundering, Fixed Income, Hedge Funds, Equities, Mutual Funds, Alternative Investments, Chartered Financial..., Trading, Investments, Options, Financial Analysis, Derivatives, Securities Regulation, Broker-Dealer, Financial Services, Financial Regulation, KYC
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
B.B.A., Finance
Georgia State University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Pershing December 2010 - Present
Financial Industry Regulatory Authority June 2005 - December 2010
Skills
Series 7, Securities, FINRA, Series 24, AML, Anti Money Laundering, Fixed Income, Hedge Funds, Equities, Mutual Funds, Alternative Investments, Chartered Financial..., Trading, Investments, Options, Financial Analysis, Derivatives, Securities Regulation, Broker-Dealer, Financial Services, Financial Regulation, KYC
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
B.B.A., Finance
Georgia State University 2001 — 2004
Bachelor of Business Administration (BBA), Finance, General
Aleksandr Bogomolov's Pershing Experience January 2000 - January 2004
Job Senior Software Developer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Credit Suisse January 2015 - July 2015
J.P. Morgan January 2014 - December 2014
Axonic Capital LLC May 2013 - January 2014
Morgan Stanley May 2011 - April 2013
BlackRock July 2008 - April 2011
Lehman Brothers June 2007 - May 2008
Goldman Sachs February 2004 - June 2007
Pershing January 2000 - January 2004
Skills
Derivatives, Fixed Income, Equities, Quantitative Finance, SDLC, Trading Systems, Capital Markets
Education
Columbia University in the City of New York 1996 — 2007
BS,MS,MA
Goldman Sachs August 2015 - Present
Credit Suisse January 2015 - July 2015
J.P. Morgan January 2014 - December 2014
Axonic Capital LLC May 2013 - January 2014
Morgan Stanley May 2011 - April 2013
BlackRock July 2008 - April 2011
Lehman Brothers June 2007 - May 2008
Goldman Sachs February 2004 - June 2007
Pershing January 2000 - January 2004
Skills
Derivatives, Fixed Income, Equities, Quantitative Finance, SDLC, Trading Systems, Capital Markets
Education
Columbia University in the City of New York 1996 — 2007
BS,MS,MA
Jim Velsor's Pershing Experience August 2006 - December 2011
Job Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP May 2015 - Present
eDelta Consulting 2014 - 2015
The Bank of New York Mellon January 2012 - July 2014
Pershing August 2006 - December 2011
Accume Partners August 2004 - August 2006
CIBC World Markets 1998 - 2004
Cargill Investor Services 1994 - 1998
ED&F Man 1991 - 1994
Chemical Bank 1989 - 1991
The Chase Manhattan Bank 1979 - 1989
Skills
Auditing, Financial Risk, Trading, Banking, Due Diligence, AML, Accounting, Analysis, Back Office, Bonds
Education
Hofstra University
BBA, Accounting
Nassau Community College
Accounting
Walt Whitman High School
Grant Thornton LLP May 2015 - Present
eDelta Consulting 2014 - 2015
The Bank of New York Mellon January 2012 - July 2014
Pershing August 2006 - December 2011
Accume Partners August 2004 - August 2006
CIBC World Markets 1998 - 2004
Cargill Investor Services 1994 - 1998
ED&F Man 1991 - 1994
Chemical Bank 1989 - 1991
The Chase Manhattan Bank 1979 - 1989
Skills
Auditing, Financial Risk, Trading, Banking, Due Diligence, AML, Accounting, Analysis, Back Office, Bonds
Education
Hofstra University
BBA, Accounting
Nassau Community College
Accounting
Walt Whitman High School
Joshua Grier's Pershing Experience June 2011 - August 2011
Job Commercial Banking Portfolio Manager I at SunTrust
Industry Financial Services
Experience
SunTrust May 2015 - Present
Sport&Health January 2014 - Present
Beachbody Wholesale Development Program AnalystSunTrust BankJune 2014 - April 2015
SunTrust Bank January 2013 - June 2014
Pershing June 2011 - August 2011
Metropolitan Washington Airports Authority December 2010 - January 2011
Metropolitan Washington Airports Authority June 2009 - January 2011
Metropolitan Washington Airports Authority June 2009 - August 2010
ESPN Zone (Washington DC) May 2009 - August 2009
Ideal Electrical Supply Corporation June 2008 - August 2008
Skills
Microsoft Excel, Leadership, Microsoft Office, Finance, Microsoft Word, Financial Reporting, Accounting, Data Analysis, Budgets, Management, PowerPoint, Time Management, Fundraising, Nonprofits, Access, Community Outreach, Analysis
Education
Hampton University 2008 — 2012
Bachelor's degree, Business/Finance
Hampton University 2008 — 2012
B.S, Finance
William R. Harvey Leadership Institute 2008 — 2012
Leadership Studies
Dunbar High School 2005 — 2008
SunTrust May 2015 - Present
Sport&Health January 2014 - Present
Beachbody Wholesale Development Program AnalystSunTrust BankJune 2014 - April 2015
SunTrust Bank January 2013 - June 2014
Pershing June 2011 - August 2011
Metropolitan Washington Airports Authority December 2010 - January 2011
Metropolitan Washington Airports Authority June 2009 - January 2011
Metropolitan Washington Airports Authority June 2009 - August 2010
ESPN Zone (Washington DC) May 2009 - August 2009
Ideal Electrical Supply Corporation June 2008 - August 2008
Skills
Microsoft Excel, Leadership, Microsoft Office, Finance, Microsoft Word, Financial Reporting, Accounting, Data Analysis, Budgets, Management, PowerPoint, Time Management, Fundraising, Nonprofits, Access, Community Outreach, Analysis
Education
Hampton University 2008 — 2012
Bachelor's degree, Business/Finance
Hampton University 2008 — 2012
B.S, Finance
William R. Harvey Leadership Institute 2008 — 2012
Leadership Studies
Dunbar High School 2005 — 2008
Thomas R Koetzner's Pershing Experience May 2010 - November 2010
Job Sales Executive, Capital Markets at SunGard
Industry Financial Services
Experience
SunGard March 2011 - Present
TRK ENTERPRISES LLC October 2010 - March 2011
Pershing May 2010 - November 2010
Broadridge January 2000 - June 2009
Broadridge January 2000 - 2005
US Clearing/ADP Clearing 2000 - 2004
Fleet Securities 2000 - 2003
ROYAL ALLIANCE ASSOCIATES, INC July 1998 - December 1999
PARAMOUNT CAPITAL, INC March 1996 - July 1998
MURIEL SIEBERT & CO March 1994 - March 1996
Education
Pace University - Lubin School of Business 1999 — 2002
Advanced Graduate Certificate, Financial Management
Pace University - Lubin School of Business 1998 — 2002
MBA, Strategic Management
East Stroudsburg University of Pennsylvania 1987 — 1991
BA, History
SunGard March 2011 - Present
TRK ENTERPRISES LLC October 2010 - March 2011
Pershing May 2010 - November 2010
Broadridge January 2000 - June 2009
Broadridge January 2000 - 2005
US Clearing/ADP Clearing 2000 - 2004
Fleet Securities 2000 - 2003
ROYAL ALLIANCE ASSOCIATES, INC July 1998 - December 1999
PARAMOUNT CAPITAL, INC March 1996 - July 1998
MURIEL SIEBERT & CO March 1994 - March 1996
Education
Pace University - Lubin School of Business 1999 — 2002
Advanced Graduate Certificate, Financial Management
Pace University - Lubin School of Business 1998 — 2002
MBA, Strategic Management
East Stroudsburg University of Pennsylvania 1987 — 1991
BA, History
Robb Wilner's Pershing Experience November 1995 - March 1999
Job Execitive Director Options Trader at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Wealth Management August 1993 - Present
Morgan Stanley March 1999 - August 2003
Pershing November 1995 - March 1999
Skills
Options, Equity Derivatives, Trading, Capital Markets, Asset Management, Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Bloomberg, Securities, Equities, Derivatives, Fixed Income, ETFs, Hedge Funds, FINRA, Alternative Investments
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Public Finance
Morgan Stanley Wealth Management August 1993 - Present
Morgan Stanley March 1999 - August 2003
Pershing November 1995 - March 1999
Skills
Options, Equity Derivatives, Trading, Capital Markets, Asset Management, Series 7, Series 63, Series 24, Series 55, Series 4, Series 3, Bloomberg, Securities, Equities, Derivatives, Fixed Income, ETFs, Hedge Funds, FINRA, Alternative Investments
Education
Indiana University Bloomington 1990 — 1994
Bachelor's degree, Public Finance
Patrick Ravey's Pershing Experience May 2012 - Present
Job Project Manager at Pershing
Industry Banking
Experience
Pershing May 2012 - Present
Societe Generale June 2011 - December 2011
Credit Suisse June 2008 - May 2010
Credit Suisse 2008 - 2010
Lehman Brothers December 2003 - March 2008
Lehman Brothers 2003 - 2008
Deutsche Bank August 1998 - June 2003
Putnam Investments December 1991 - July 1998
The Boston Company September 1987 - December 1991
Skills
Risk Management, Business Analysis, SDLC, Project Management, Financial Risk, Management, Strategy, Analysis, Derivatives, Investment Banking, Equities
Education
Gordon Conwell Theological Seminary
Gordon-Conwell Seminary
M. Div
Washington University in St
B.A, Drama
Washington University in St. Louis
Pershing May 2012 - Present
Societe Generale June 2011 - December 2011
Credit Suisse June 2008 - May 2010
Credit Suisse 2008 - 2010
Lehman Brothers December 2003 - March 2008
Lehman Brothers 2003 - 2008
Deutsche Bank August 1998 - June 2003
Putnam Investments December 1991 - July 1998
The Boston Company September 1987 - December 1991
Skills
Risk Management, Business Analysis, SDLC, Project Management, Financial Risk, Management, Strategy, Analysis, Derivatives, Investment Banking, Equities
Education
Gordon Conwell Theological Seminary
Gordon-Conwell Seminary
M. Div
Washington University in St
B.A, Drama
Washington University in St. Louis
Henry Ashton's Pershing Experience 1994 - 2003
Job Vice PresidentGlobal Account Management at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
Julie Radtke's Pershing Experience 1997 - 1998
Job Operations Executive Manager
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Morgan Stanley Private Wealth Management 2015 - Present
OppenheimerFunds 2014 - 2015
Oppenheimer Funds 1998 - 2015
OppenheimerFunds 2006 - 2014
OppenheimerFunds 2002 - 2006
Oppenheimerfunds, Inc. 1998 - 2002
Pershing 1997 - 1998
AIG 1996 - 1997
Scudder Stevens & Clark 1994 - 1996
JPMorgan Chase & Co. 1991 - 1994
Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services
Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems
Hofstra University
Bachelor of Business Administration, Finance and Banking
Stephen Kahn's Pershing Experience 1993 - 2003
Job Head of Operations at Talpion Fund Management LP
Industry Investment Management
Experience
Talpion Fund Management LP April 2010 - Present
SEI Investments September 2009 - April 2010
Raptor Capital Management LP November 2008 - September 2009
Carlyle Blue Wave March 2007 - August 2008
Barclays Capital June 2003 - March 2007
Pershing 1993 - 2003
Skills
Alternative Investments, Hedge Funds, Fund Accounting, Investments, Mutual Funds, Portfolio Management, Trading, Equities, Asset Management, Capital Markets, Prime Brokerage
Education
Emory University - Goizueta Business School 1992 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
Talpion Fund Management LP April 2010 - Present
SEI Investments September 2009 - April 2010
Raptor Capital Management LP November 2008 - September 2009
Carlyle Blue Wave March 2007 - August 2008
Barclays Capital June 2003 - March 2007
Pershing 1993 - 2003
Skills
Alternative Investments, Hedge Funds, Fund Accounting, Investments, Mutual Funds, Portfolio Management, Trading, Equities, Asset Management, Capital Markets, Prime Brokerage
Education
Emory University - Goizueta Business School 1992 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
John D. Lictro's Pershing Experience December 2003 - April 2004
Job Registered Rep. with 22 years Intl settlememts experience
Industry Investment Banking
Experience
Pareto Securities Inc 2004 - Present
Pershing December 2003 - April 2004
BNY Mellon July 1998 - December 2003
Skills
International..., Options, Derivatives, Bloomberg, Trading, Asset Managment, Valuation, Hedge Funds, Risk Management, Financial Analysis, Financial Modeling, Asset Management, FX Options, Portfolio Management
Education
Fordham University 1988 — 1992
Bachelor of Arts (B.A.), Italian Studies
Xavier 1984 — 1988
Pareto Securities Inc 2004 - Present
Pershing December 2003 - April 2004
BNY Mellon July 1998 - December 2003
Skills
International..., Options, Derivatives, Bloomberg, Trading, Asset Managment, Valuation, Hedge Funds, Risk Management, Financial Analysis, Financial Modeling, Asset Management, FX Options, Portfolio Management
Education
Fordham University 1988 — 1992
Bachelor of Arts (B.A.), Italian Studies
Xavier 1984 — 1988
Doug Maughan's Pershing Experience November 2000 - Present
Job Director, Pershing LLC
Industry Financial Services
Experience
Pershing November 2000 - Present
Education
Hofstra University
MBA, Finance
Pershing November 2000 - Present
Education
Hofstra University
MBA, Finance
Gregory Moschella's Pershing Experience December 2009 - December 2010
Job Analyst at Interventure Capital Group
Industry Investment Management
Experience
Interventure Capital Group July 2011 - Present
Pershing December 2009 - December 2010
Tremont Capital Management May 2008 - January 2009
Tremont Capital Management February 2006 - May 2008
Morgan Stanley March 2004 - September 2005
Education
Hamilton College 1999 — 2003
BA, Psychology
Interventure Capital Group July 2011 - Present
Pershing December 2009 - December 2010
Tremont Capital Management May 2008 - January 2009
Tremont Capital Management February 2006 - May 2008
Morgan Stanley March 2004 - September 2005
Education
Hamilton College 1999 — 2003
BA, Psychology
Lisa B Williams's Pershing Experience April 1999 - April 2000
Job Assistant Vice President at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2011 - Present
Instinet Group, LLC August 2008 - April 2011
Bear Stearns May 2000 - August 2008
Pershing April 1999 - April 2000
Education
Grand Canyon University 2007 — 2009
Masters of Business Administration, General Business Management
Saint John's University - Peter J. Tobin College of Business 1994 — 1997
Bachelor of Science, Finance
Barclays Wealth and Investment Management May 2011 - Present
Instinet Group, LLC August 2008 - April 2011
Bear Stearns May 2000 - August 2008
Pershing April 1999 - April 2000
Education
Grand Canyon University 2007 — 2009
Masters of Business Administration, General Business Management
Saint John's University - Peter J. Tobin College of Business 1994 — 1997
Bachelor of Science, Finance
Dave Van Houten's Pershing Experience 1988 - 1996
Job Director Operations Goverance and Control at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2013 - Present
Broadridge Financial Solutions August 2012 - October 2013
Penson Financial Services June 2005 - July 2012
Broadridge 2005 - 2007
TD Waterhouse 1998 - 2005
Registrar & Transfer Company 1996 - 1998
Registrar & Transfer Company 1996 - 1998
Pershing 1988 - 1996
Skills
Prime Brokerage, Mutual Funds, Securities Lending, Capital Markets, Banking, Commercial Banking, Middle Office, Derivatives, Global Custody, Credit Analysis, OFAC, Back Office, Equities, FINRA, Financial Services, Options, Trading
Education
Fordham University 1984 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Rockland Community College 1982 — 1984
Associate of Arts (A.A.), Communication and Media Studies
Nanuet High School
E*TRADE Financial October 2013 - Present
Broadridge Financial Solutions August 2012 - October 2013
Penson Financial Services June 2005 - July 2012
Broadridge 2005 - 2007
TD Waterhouse 1998 - 2005
Registrar & Transfer Company 1996 - 1998
Registrar & Transfer Company 1996 - 1998
Pershing 1988 - 1996
Skills
Prime Brokerage, Mutual Funds, Securities Lending, Capital Markets, Banking, Commercial Banking, Middle Office, Derivatives, Global Custody, Credit Analysis, OFAC, Back Office, Equities, FINRA, Financial Services, Options, Trading
Education
Fordham University 1984 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Rockland Community College 1982 — 1984
Associate of Arts (A.A.), Communication and Media Studies
Nanuet High School
Vince Walsh's Pershing Experience January 1994 - March 1998
Job Operations Strategy and Risk Management
Industry Financial Services
Experience
KPMG LLP March 1998 - Present
Pershing January 1994 - March 1998
Fidelity Investments January 1992 - January 1994
Instinet Corporation January 1985 - January 1992
Morgan Stanley 1982 - 1985
GE Capital June 1980 - January 1982
Skills
Capital Markets, Investment Banking, Asset Managment, Equities, Financial Services, Derivatives
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance & Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Marketing
KPMG LLP March 1998 - Present
Pershing January 1994 - March 1998
Fidelity Investments January 1992 - January 1994
Instinet Corporation January 1985 - January 1992
Morgan Stanley 1982 - 1985
GE Capital June 1980 - January 1982
Skills
Capital Markets, Investment Banking, Asset Managment, Equities, Financial Services, Derivatives
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance & Accounting
University of Notre Dame - Mendoza College of Business 1969 — 1973
BBA, Marketing
Sue Shamy, PHR's Pershing Experience March 2010 - December 2011
Job Office Administrator at Weinberger Law Group, LLC
Industry Retail
Experience
Weinberger Law Group, LLC November 2014 - Present
Rix Pool & spa July 2012 - Present
Leaders in HR Generalist Management Greater Morristown Area 2012 - Present
Pershing March 2010 - December 2011
Access Communications, LLC September 2007 - February 2009
PricewaterhouseCoopers 2000 - 2007
Pershing 1992 - 2000
Skills
Performance Management, Talent Management, Recruiting, Employee Relations, Onboarding, Human Resources, Career Development, PeopleSoft, Talent Acquisition, Succession Planning, Strategic HR, HR Policies, Employee Engagement, New Hire Orientations, Change Management, Performance Appraisal, Coaching, Training, Sourcing, Process Improvement, Employee Handbooks, Team Building, Employment Law, Strategic Planning, 360 Feedback, Project Management, Job Descriptions, Management Development, Conflict Resolution, Background Checks, Payroll, Management
Education
University of Phoenix 2009 — 2011
Master of Science (MS), Psychology
Fairleigh Dickinson University 1988 — 1992
BA, Psychology
Weinberger Law Group, LLC November 2014 - Present
Rix Pool & spa July 2012 - Present
Leaders in HR Generalist Management Greater Morristown Area 2012 - Present
Pershing March 2010 - December 2011
Access Communications, LLC September 2007 - February 2009
PricewaterhouseCoopers 2000 - 2007
Pershing 1992 - 2000
Skills
Performance Management, Talent Management, Recruiting, Employee Relations, Onboarding, Human Resources, Career Development, PeopleSoft, Talent Acquisition, Succession Planning, Strategic HR, HR Policies, Employee Engagement, New Hire Orientations, Change Management, Performance Appraisal, Coaching, Training, Sourcing, Process Improvement, Employee Handbooks, Team Building, Employment Law, Strategic Planning, 360 Feedback, Project Management, Job Descriptions, Management Development, Conflict Resolution, Background Checks, Payroll, Management
Education
University of Phoenix 2009 — 2011
Master of Science (MS), Psychology
Fairleigh Dickinson University 1988 — 1992
BA, Psychology
Jim Buscavage's Pershing Experience August 2010 - January 2013
Job Senior Database Analyst Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company July 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Pershing August 2010 - January 2013
UPS October 2005 - May 2010
pershing 1998 - 2004
Clover 1988 - 1996
Skills
SQL Tuning, DB2, z/OS, Mainframe, Stored Procedures, Database Design, JCL, Relational Databases, SDLC, Database Administration, Performance Tuning, Databases, COBOL
Education
Chubb Institute of Technology 1996 — 1997
Programming
Temple University - Fox School of Business and Management 1985 — 1988
bachelors, busineess management
Drexel University 1982 — 1983
Pershing, a BNY Mellon company July 2013 - Present
Morgan Stanley Wealth Management January 2013 - June 2013
Pershing August 2010 - January 2013
UPS October 2005 - May 2010
pershing 1998 - 2004
Clover 1988 - 1996
Skills
SQL Tuning, DB2, z/OS, Mainframe, Stored Procedures, Database Design, JCL, Relational Databases, SDLC, Database Administration, Performance Tuning, Databases, COBOL
Education
Chubb Institute of Technology 1996 — 1997
Programming
Temple University - Fox School of Business and Management 1985 — 1988
bachelors, busineess management
Drexel University 1982 — 1983
Harold Koehler's Pershing Experience 2008 - Present
Job VP at Pershing LLC.
Industry Financial Services
Experience
Pershing LLC Bank of New York Mellon August 2008 - Present
Pershing 2008 - Present
Bear Stearns April 2005 - August 2008
iNautix Technologies 2000 - 2002
Skills
SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Software Project..., Risk Management, IT Strategy, Requirements Analysis, Agile Methodologies, Process Improvement, PMO, MS Project, Project Management, Process Engineering, Business Process..., Outsourcing, Project Portfolio..., Business Requirements, Change Management, Software Development, Financial Services, Enterprise Architecture, Project Delivery, Product Management, Trading Systems
Education
Fairleigh Dickinson University 1980 — 1984
bsme, Mechanical Engineering
Pershing LLC Bank of New York Mellon August 2008 - Present
Pershing 2008 - Present
Bear Stearns April 2005 - August 2008
iNautix Technologies 2000 - 2002
Skills
SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Software Project..., Risk Management, IT Strategy, Requirements Analysis, Agile Methodologies, Process Improvement, PMO, MS Project, Project Management, Process Engineering, Business Process..., Outsourcing, Project Portfolio..., Business Requirements, Change Management, Software Development, Financial Services, Enterprise Architecture, Project Delivery, Product Management, Trading Systems
Education
Fairleigh Dickinson University 1980 — 1984
bsme, Mechanical Engineering
Kirk Roggensack's Pershing Experience January 1983 - July 2001
Job Investment Broker at Feltl and Company
Industry Financial Services
Experience
Feltl and Company December 2007 - Present
A.G. Edwards & Sons, Inc. July 2005 - December 2007
Pershing January 1983 - July 2001
Skills
Investments, Portfolio Management, Bonds, Options, Stocks
Education
Illinois State University 1977 — 1981
BS, Economics/Goegraphy
Feltl and Company December 2007 - Present
A.G. Edwards & Sons, Inc. July 2005 - December 2007
Pershing January 1983 - July 2001
Skills
Investments, Portfolio Management, Bonds, Options, Stocks
Education
Illinois State University 1977 — 1981
BS, Economics/Goegraphy
Mike Trees's Pershing Experience January 1982 - November 2002
Job Vice President at Chicago Board Options Exchange
Industry Financial Services
Experience
Chicago Board Options Exchange January 2004 - Present
Pershing January 1982 - November 2002
Skills
Electronic Trading, Trading Systems, Options
Education
Gustavus Adolphus College 1976 — 1980
BA, Business
Chicago Board Options Exchange January 2004 - Present
Pershing January 1982 - November 2002
Skills
Electronic Trading, Trading Systems, Options
Education
Gustavus Adolphus College 1976 — 1980
BA, Business
Ed Banas, CTP, AAP's Pershing Experience 1993 - 2001
Job Product Manager, Liquidity and Deposit Products at Associated Bank
Industry Financial Services
Experience
Associated Bank 2011 - Present
Business Office Solutions Group Sallie Mae, Inc. 2009 - 2011
PayPal Asset Management Co. 2006 - 2009
PayPal Funds 2006 - 2009
PayPal 2005 - 2009
PayPal, an eBay company 2005 - 2009
Williams Company 2002 - 2005
Pershing 1993 - 2001
DLJ 1993 - 2001
National Financial Securities Corp.
Skills
Treasury Management, Cash Management, Financial Modeling, Risk Management, Financial Analysis, Payments, Banking, Corporate Finance, Mergers, Financial Risk, Finance, Investments, Treasury, Credit, Electronic Payments, Mergers & Acquisitions, Executive Management, Process Improvement, Management, Financial Services, Credit Risk, Accounting, Foreign Exchange, Credit Cards, FX Options, Portfolio Management, Internal Audit, Trading, Strategic Financial..., Cash Flow, Credit Analysis, Capital Markets, Product Management, Due Diligence, Valuation, Sarbanes-Oxley Act, Managerial Finance, Acquisition Integration, Commercial Banking, Enterprise Risk..., Relationship Management, Private Equity, Treasury Services, Mutual Funds, Securities, Fixed Income
Education
Indiana University Bloomington
MBA, Finance
Purdue University - Krannert School of Management
BS, Management/Finance
Associated Bank 2011 - Present
Business Office Solutions Group Sallie Mae, Inc. 2009 - 2011
PayPal Asset Management Co. 2006 - 2009
PayPal Funds 2006 - 2009
PayPal 2005 - 2009
PayPal, an eBay company 2005 - 2009
Williams Company 2002 - 2005
Pershing 1993 - 2001
DLJ 1993 - 2001
National Financial Securities Corp.
Skills
Treasury Management, Cash Management, Financial Modeling, Risk Management, Financial Analysis, Payments, Banking, Corporate Finance, Mergers, Financial Risk, Finance, Investments, Treasury, Credit, Electronic Payments, Mergers & Acquisitions, Executive Management, Process Improvement, Management, Financial Services, Credit Risk, Accounting, Foreign Exchange, Credit Cards, FX Options, Portfolio Management, Internal Audit, Trading, Strategic Financial..., Cash Flow, Credit Analysis, Capital Markets, Product Management, Due Diligence, Valuation, Sarbanes-Oxley Act, Managerial Finance, Acquisition Integration, Commercial Banking, Enterprise Risk..., Relationship Management, Private Equity, Treasury Services, Mutual Funds, Securities, Fixed Income
Education
Indiana University Bloomington
MBA, Finance
Purdue University - Krannert School of Management
BS, Management/Finance
Tom Franko's Pershing Experience 1986 - 2006
Job Independent Law Practice Professional
Industry Law Practice
Experience
Chatham Township Planning Board 2008 - 2014
Law Offices of Thomas A Franko 2006 - 2010
Fairfield University 1996 - 2010
Pershing 1986 - 2006
Pershing Division of Donaldson Lufkin & Jenrette 1986 - 2006
DLJdirect 1994 - 2001
Skills
Hedge Funds, Securities, Series 7, Investments, Equities, Financial Services, Corporate Governance, Strategic Planning, Series 63, Leadership, Financial Risk, Asset Management, Business Strategy, Due Diligence, Series 24, Alternative Investments, Mutual Funds, Fixed Income, Private Equity, Options, Wealth Management, Risk Management, Derivatives, Financial Markets, Capital Markets, Trading, Investment Banking, Structured Finance, Portfolio Management, Mergers & Acquisitions
Education
Fairfield University 1965 — 1969
Bachelor of Arts (B.A.)
Fordham University School of Law
Jd
Chatham Township Planning Board 2008 - 2014
Law Offices of Thomas A Franko 2006 - 2010
Fairfield University 1996 - 2010
Pershing 1986 - 2006
Pershing Division of Donaldson Lufkin & Jenrette 1986 - 2006
DLJdirect 1994 - 2001
Skills
Hedge Funds, Securities, Series 7, Investments, Equities, Financial Services, Corporate Governance, Strategic Planning, Series 63, Leadership, Financial Risk, Asset Management, Business Strategy, Due Diligence, Series 24, Alternative Investments, Mutual Funds, Fixed Income, Private Equity, Options, Wealth Management, Risk Management, Derivatives, Financial Markets, Capital Markets, Trading, Investment Banking, Structured Finance, Portfolio Management, Mergers & Acquisitions
Education
Fairfield University 1965 — 1969
Bachelor of Arts (B.A.)
Fordham University School of Law
Jd
Mary Beth Austin's Pershing Experience August 1999 - Present
Job Customer Services and Securities Processing Manager
Industry Financial Services
Experience
Pershing August 1999 - Present
PwC Consulting November 1998 - August 1999
NY LIFE SECURITIES April 1996 - November 1998
Kidder,peabody 1992 - 1996
Shearson Lehman Brothers 1980 - 1992
Skills
Back Office, Securities, Series 7, Financial Services, Retirement Planning, Retirement, Fixed Income, Equities, Mutual Funds, Hedge Funds, Options, Trading Systems, Asset Managment, Trading, Derivatives, Prime Brokerage, Series 24, Financial Markets
Education
College of Mount Saint Vincent 1978 — 1982
BA, Economics
Marymount University 1978 — 1982
Marymount University 1978 — 1980
BA, economics
Pershing August 1999 - Present
PwC Consulting November 1998 - August 1999
NY LIFE SECURITIES April 1996 - November 1998
Kidder,peabody 1992 - 1996
Shearson Lehman Brothers 1980 - 1992
Skills
Back Office, Securities, Series 7, Financial Services, Retirement Planning, Retirement, Fixed Income, Equities, Mutual Funds, Hedge Funds, Options, Trading Systems, Asset Managment, Trading, Derivatives, Prime Brokerage, Series 24, Financial Markets
Education
College of Mount Saint Vincent 1978 — 1982
BA, Economics
Marymount University 1978 — 1982
Marymount University 1978 — 1980
BA, economics
Mahavir Dagar's Pershing Experience 2000 - 2006
Job IT Management Technology Services in Financial Industry
Industry Financial Services
Experience
Financial services 2001 - 2009
Pershing 2000 - 2006
Pershing 2000 - 2006
Pershing 2000 - 2006
DLJdirect 2000 - 2001
Indian Navy 1979 - 1999
Skills
Portfolio Management, Financial Services, IT Strategy, Business Analysis, Vendor Management, Equities, Risk Management, SDLC, Program Management, Strategic Planning, Process Improvement, Strategy, Asset Managment, Management, Project Management, Business Strategy, Change Management, Product Management, Fixed Income, Asset Management, Business Development, Disaster Recovery, Investments, Operations Management, Business Continuity, PMP, Leadership, Team Management, Management Consulting, Project Portfolio..., Relationship Management, Derivatives, Enterprise Architecture, Business Process..., Cross-functional Team..., Integration, Project Planning, Team Building, ITIL, Outsourcing, Data Warehousing, Software Project..., Trading, PMO, Information Security
Education
Thunderbird School of Global Management 2008 — 2008
Indian Institute of Technology, Bombay 1984 — 1985
MS
National Defence Academy
B. Sc.
Naval College of Engineering
Engineering
Financial services 2001 - 2009
Pershing 2000 - 2006
Pershing 2000 - 2006
Pershing 2000 - 2006
DLJdirect 2000 - 2001
Indian Navy 1979 - 1999
Skills
Portfolio Management, Financial Services, IT Strategy, Business Analysis, Vendor Management, Equities, Risk Management, SDLC, Program Management, Strategic Planning, Process Improvement, Strategy, Asset Managment, Management, Project Management, Business Strategy, Change Management, Product Management, Fixed Income, Asset Management, Business Development, Disaster Recovery, Investments, Operations Management, Business Continuity, PMP, Leadership, Team Management, Management Consulting, Project Portfolio..., Relationship Management, Derivatives, Enterprise Architecture, Business Process..., Cross-functional Team..., Integration, Project Planning, Team Building, ITIL, Outsourcing, Data Warehousing, Software Project..., Trading, PMO, Information Security
Education
Thunderbird School of Global Management 2008 — 2008
Indian Institute of Technology, Bombay 1984 — 1985
MS
National Defence Academy
B. Sc.
Naval College of Engineering
Engineering
Ravikanth Chakka's Pershing Experience May 2001 - February 2003
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank of America January 2011 - Present
Merrill Lynch June 2004 - December 2010
JPMorgan Chase March 2003 - May 2004
Pershing May 2001 - February 2003
AIU Holdings March 1999 - April 2001
Education
Indian Institute of Technology, Madras 1997 — 1999
Masters, Computer Integrated Manufacturing
Sri Venkateswara University 1992 — 1996
Bacherlors, Mechanical Engineering
Bank of America January 2011 - Present
Merrill Lynch June 2004 - December 2010
JPMorgan Chase March 2003 - May 2004
Pershing May 2001 - February 2003
AIU Holdings March 1999 - April 2001
Education
Indian Institute of Technology, Madras 1997 — 1999
Masters, Computer Integrated Manufacturing
Sri Venkateswara University 1992 — 1996
Bacherlors, Mechanical Engineering
Greg Johns's Pershing Experience August 1993 - July 1995
Job Finance Manager at Code for America
Industry Nonprofit Organization Management
Experience
Code for America September 2013 - Present
Room to Read January 2011 - September 2013
Sonoma Ecology Center July 2009 - January 2011
Small Business Development Center @ Santa Rosa Jr College June 2008 - January 2011
Trojan Horse Inn March 2004 - November 2009
City of Sonoma March 2005 - July 2009
Moody's Investors Service April 2001 - June 2003
Wall Street Strategies April 2000 - December 2000
Smith Barney July 1997 - April 2000
Pershing August 1993 - July 1995
Skills
Strategy, Financial Modeling, Forecasting, Financial Analysis, Competitive Analysis, Nonprofits, Financial Reporting, Leadership, Analysis, Finance, Management, Valuation, Strategic Planning, Business Strategy, Budgets, Corporate Finance, Cross-functional Team..., Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Business Finance
Howard University 1989 — 1993
BBA, Business Finance
DeMatha Catholic High School
Code for America September 2013 - Present
Room to Read January 2011 - September 2013
Sonoma Ecology Center July 2009 - January 2011
Small Business Development Center @ Santa Rosa Jr College June 2008 - January 2011
Trojan Horse Inn March 2004 - November 2009
City of Sonoma March 2005 - July 2009
Moody's Investors Service April 2001 - June 2003
Wall Street Strategies April 2000 - December 2000
Smith Barney July 1997 - April 2000
Pershing August 1993 - July 1995
Skills
Strategy, Financial Modeling, Forecasting, Financial Analysis, Competitive Analysis, Nonprofits, Financial Reporting, Leadership, Analysis, Finance, Management, Valuation, Strategic Planning, Business Strategy, Budgets, Corporate Finance, Cross-functional Team..., Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA, Business Finance
Howard University 1989 — 1993
BBA, Business Finance
DeMatha Catholic High School
Carmine DeSan's Pershing Experience 2006 - 2012
Job Senior Branch Controls Specialst at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2015 - Present
MetLife April 2014 - April 2015
MetLife 2012 - March 2014
Pershing 2006 - 2012
Skills
Series 7, Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Finance, Process Improvement, Financial Risk, Financial Reporting, Series 24, Series 63
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
AXA Advisors May 2015 - Present
MetLife April 2014 - April 2015
MetLife 2012 - March 2014
Pershing 2006 - 2012
Skills
Series 7, Mutual Funds, Financial Services, Investments, Financial Analysis, Securities, Finance, Process Improvement, Financial Risk, Financial Reporting, Series 24, Series 63
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1994 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General
Meredith Handren's Pershing Experience February 2008 - September 2009
Job Graduate Student & Assistant at The College of Charleston
Industry Primary/Secondary Education
Experience
College of Charleston July 2015 - Present
The Citadel Graduate College August 2014 - July 2015
Advantage xPO September 2010 - March 2012
Colgate Palmolive January 2010 - September 2010
Pershing February 2008 - September 2009
Pillsbury Winthrop Shaw Pittman June 2007 - November 2007
Liz Claiborne May 2006 - April 2007
Skills
Outlook, Hiring, Lotus Notes, PowerPoint, Word, Scheduling, Telephone Skills, PeopleSoft, Excel, Talent Acquisition, Onboarding, Applicant Tracking..., Interviewing, Sourcing, Recruitment/Retention, Negotiation, Job Diva, Taleo, Human Resources, Recruiting, Temporary Placement, Microsoft Excel, Process Scheduler, Microsoft Word, Interviews, Screening, Program Management, New Hire Orientations, Benefits Negotiation, Screening Resumes, Management, Temporary Staffing, Administration
Education
College of Charleston 2014 — 2016
Master of Arts in Teaching, Junior High/Intermediate/Middle School Education and Teaching, 4.0
East Carolina University 1997 — 2001
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
College of Charleston July 2015 - Present
The Citadel Graduate College August 2014 - July 2015
Advantage xPO September 2010 - March 2012
Colgate Palmolive January 2010 - September 2010
Pershing February 2008 - September 2009
Pillsbury Winthrop Shaw Pittman June 2007 - November 2007
Liz Claiborne May 2006 - April 2007
Skills
Outlook, Hiring, Lotus Notes, PowerPoint, Word, Scheduling, Telephone Skills, PeopleSoft, Excel, Talent Acquisition, Onboarding, Applicant Tracking..., Interviewing, Sourcing, Recruitment/Retention, Negotiation, Job Diva, Taleo, Human Resources, Recruiting, Temporary Placement, Microsoft Excel, Process Scheduler, Microsoft Word, Interviews, Screening, Program Management, New Hire Orientations, Benefits Negotiation, Screening Resumes, Management, Temporary Staffing, Administration
Education
College of Charleston 2014 — 2016
Master of Arts in Teaching, Junior High/Intermediate/Middle School Education and Teaching, 4.0
East Carolina University 1997 — 2001
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
Christine Vitols's Pershing Experience July 1999 - November 2001
Job
Industry Financial Services
Experience
Societe Generale March 2010 - March 2012
Goldman Sachs March 2005 - December 2008
Credit Suisse First Boston November 2001 - March 2005
Pershing July 1999 - November 2001
Skills
Hedge Funds, Fixed Income, Equities, Trading, Securities Lending, Relationship Management, Prime Brokerage, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, International Markets
Cornell University 1995 — 1999
BS, Business and Marketing
Societe Generale March 2010 - March 2012
Goldman Sachs March 2005 - December 2008
Credit Suisse First Boston November 2001 - March 2005
Pershing July 1999 - November 2001
Skills
Hedge Funds, Fixed Income, Equities, Trading, Securities Lending, Relationship Management, Prime Brokerage, Securities
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, International Markets
Cornell University 1995 — 1999
BS, Business and Marketing
Rich Calvario's Pershing Experience April 2010 - Present
Job Vice President, Product Management & Development at Pershing
Industry Financial Services
Experience
Pershing April 2010 - Present
TIAA-CREF July 1999 - April 2010
Prudential Financial November 1996 - July 1999
Skills
CRM, Mutual Funds, Investments, Product Management, Securities, Management, Business Analysis, Fixed Annuities, Investment Management, Insurance, Product Development, Sales, Project Planning, Series 7, Series 63, Asset Allocation, Relationship Management
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1996
BS, Economics
Pershing April 2010 - Present
TIAA-CREF July 1999 - April 2010
Prudential Financial November 1996 - July 1999
Skills
CRM, Mutual Funds, Investments, Product Management, Securities, Management, Business Analysis, Fixed Annuities, Investment Management, Insurance, Product Development, Sales, Project Planning, Series 7, Series 63, Asset Allocation, Relationship Management
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1996
BS, Economics
Anthony Montelibano's Pershing Experience May 1997 - September 1998
Job Consulting Manager, Systems at Prudential Investments
Industry Information Technology and Services
Experience
Prudential Investments May 2011 - Present
Prudential Investments October 1998 - April 2011
Pershing May 1997 - September 1998
Andersen Consulting August 1995 - May 1997
Education
Chubb Institute 1994 — 1995
Diploma, Computer Programming
De La Salle University 1971 — 1979
BS, Industrial Management Engineering
Prudential Investments May 2011 - Present
Prudential Investments October 1998 - April 2011
Pershing May 1997 - September 1998
Andersen Consulting August 1995 - May 1997
Education
Chubb Institute 1994 — 1995
Diploma, Computer Programming
De La Salle University 1971 — 1979
BS, Industrial Management Engineering
jeffrey gang's Pershing Experience June 1980 - January 2009
Job Financial Services Professional
Industry Financial Services
Experience
Pershing June 1980 - January 2009
Education
SII Institute at Wharton 1995 — 1998
Industry Education
Dana College 1978 — 1980
BA, Business Administration
NorthWestern Community College 1976 — 1978
AA, Business Administration
Pershing June 1980 - January 2009
Education
SII Institute at Wharton 1995 — 1998
Industry Education
Dana College 1978 — 1980
BA, Business Administration
NorthWestern Community College 1976 — 1978
AA, Business Administration
Marc D'Angelillio's Pershing Experience July 2008 - Present
Job Relationship Manager at Pershing
Industry Financial Services
Experience
Pershing July 2008 - Present
Pershing March 2009 - February 2011
Pershing July 2008 - March 2009
Pershing December 2006 - July 2008
Pershing July 2006 - December 2006
Skills
Relationship Management, Marketing, Strategic Planning, Series 7, Financial Services, Account Management, CRM, Management, Sales, Securities
Education
Fairfield University 2002 — 2006
BS, Marketing, Spanish
Pontificia Universidad Católica de Valparaíso 2004 — 2005
Business and Spanish
Universidad Nacional 2004 — 2004
Christian Brothers Academy
Pershing July 2008 - Present
Pershing March 2009 - February 2011
Pershing July 2008 - March 2009
Pershing December 2006 - July 2008
Pershing July 2006 - December 2006
Skills
Relationship Management, Marketing, Strategic Planning, Series 7, Financial Services, Account Management, CRM, Management, Sales, Securities
Education
Fairfield University 2002 — 2006
BS, Marketing, Spanish
Pontificia Universidad Católica de Valparaíso 2004 — 2005
Business and Spanish
Universidad Nacional 2004 — 2004
Christian Brothers Academy
Drew Laudando's Pershing Experience April 1999 - July 2001
Job Financial Services Professional
Industry Financial Services
Experience
Macquarie Bank March 2010 - Present
Financial Industry Technical Services, Inc February 2009 - March 2010
UBS Securities LLC May 2007 - February 2009
UBS Securities LLC 2007 - 2009
Nomura Securities International March 2004 - May 2007
Nomura Securities International 2004 - 2007
Pershing April 1999 - July 2001
Pershing 1999 - 2001
Pershing January 1999 - January 2000
National Financial Services February 1997 - April 1999
Education
Hofstra University
State University of New York at Stony Brook
Stony Brook University
Bachelor of Arts
University of Hofstra
Masters of Arts
Macquarie Bank March 2010 - Present
Financial Industry Technical Services, Inc February 2009 - March 2010
UBS Securities LLC May 2007 - February 2009
UBS Securities LLC 2007 - 2009
Nomura Securities International March 2004 - May 2007
Nomura Securities International 2004 - 2007
Pershing April 1999 - July 2001
Pershing 1999 - 2001
Pershing January 1999 - January 2000
National Financial Services February 1997 - April 1999
Education
Hofstra University
State University of New York at Stony Brook
Stony Brook University
Bachelor of Arts
University of Hofstra
Masters of Arts
Allison Tenerelli's Pershing Experience 1983 - 1991
Job Customer Service at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers 2009 - Present
Goldman Sachs/ The Hull Group 1996 - 2001
JMS Asset Management & JMS Securities LLP 1991 - 1996
Pershing 1983 - 1991
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Grinnell College
BA, Economics & English
Interactive Brokers 2009 - Present
Goldman Sachs/ The Hull Group 1996 - 2001
JMS Asset Management & JMS Securities LLP 1991 - 1996
Pershing 1983 - 1991
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Grinnell College
BA, Economics & English
Jon Bergman's Pershing Experience December 2009 - Present
Job Helping companies leverage their IT assets to enahance business operations and create longterm value
Industry Information Technology and Services
Experience
BMC Software March 2015 - Present
Pershing December 2009 - Present
Pershing August 2008 - December 2009
Tarragon Corporation May 2006 - August 2008
Skills
Sales, Customer Service, Negotiation, IT Management Software, ITIL, Cloud Computing, SaaS, Salesforce.com, Time Management, Strategy, Solution Selling, Microsoft Excel, Event Planning, Marketing Communications, Cross-functional Team..., CRM, Sales Growth, Team Motivator, Client Relationship..., Product Marketing, Cost Analyst, Accounts Payable, Goal Oriented, Microsoft Office, Strategy Development, Enterprise Software, IT Service Management
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.)
Florida Southern College 2004 — 2008
Bachelor of Applied Science (B.A.Sc.)
The First Academy
BMC Software March 2015 - Present
Pershing December 2009 - Present
Pershing August 2008 - December 2009
Tarragon Corporation May 2006 - August 2008
Skills
Sales, Customer Service, Negotiation, IT Management Software, ITIL, Cloud Computing, SaaS, Salesforce.com, Time Management, Strategy, Solution Selling, Microsoft Excel, Event Planning, Marketing Communications, Cross-functional Team..., CRM, Sales Growth, Team Motivator, Client Relationship..., Product Marketing, Cost Analyst, Accounts Payable, Goal Oriented, Microsoft Office, Strategy Development, Enterprise Software, IT Service Management
Education
Colorado State University 2012 — 2014
Master of Business Administration (M.B.A.)
Florida Southern College 2004 — 2008
Bachelor of Applied Science (B.A.Sc.)
The First Academy
David Pillori CFP®'s Pershing Experience June 2004 - June 2007
Job Account Executive at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Merrill Lynch September 2010 - August 2011
Alexandra & James Co., LLC 2007 - 2010
Pershing June 2004 - June 2007
ABN AMRO 2000 - 2004
Bankers Trust April 1994 - February 2000
Societe Generale July 1987 - March 1994
Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program, CFP
Pace University 1983 — 1987
BBA, Finance & Accounting
Don Bosco Prep. 1979 — 1983
HS Diploma
Fidelity Investments July 2012 - Present
Merrill Lynch September 2010 - August 2011
Alexandra & James Co., LLC 2007 - 2010
Pershing June 2004 - June 2007
ABN AMRO 2000 - 2004
Bankers Trust April 1994 - February 2000
Societe Generale July 1987 - March 1994
Skills
Investment Advisory, Separately Managed..., Unified Managed Accounts, Alternative Investments, Prime Brokerage, Securities Lending, Equities, Fixed Income Products, Treasury Management, Accounting, Relationship Management, Hedge Funds., Fund Of Funds, Business Management, Series 7, Series 63, Series 24, Series 66, Managed Accounts, CFP(R)
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, Finance
College for Financial Planning 2008 — 2011
CFP Certification Professional Education Program, CFP
Pace University 1983 — 1987
BBA, Finance & Accounting
Don Bosco Prep. 1979 — 1983
HS Diploma
N.Dini Checko's Pershing Experience 1992 - 2000
Job Organizational Development Consultant
Industry Management Consulting
Experience
Association of NJ Environmental Commissioners September 2011 - Present
KC Mayer Consulting, Inc. January 2005 - Present
Northeastern Consulting 2000 - 2006
Pershing 1992 - 2000
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Change Management, Coaching, Workshop Facilitation, Organizational Design, Employee Engagement, Team Building, Career Development, Program Management, Project Management, Business Strategy, Leadership
Education
Columbia University in the City of New York 1996 — 1999
MA, Organizational Development
Rutgers University-New Brunswick 1988 — 1992
BS, Marketing/Communications
Association of NJ Environmental Commissioners September 2011 - Present
KC Mayer Consulting, Inc. January 2005 - Present
Northeastern Consulting 2000 - 2006
Pershing 1992 - 2000
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Change Management, Coaching, Workshop Facilitation, Organizational Design, Employee Engagement, Team Building, Career Development, Program Management, Project Management, Business Strategy, Leadership
Education
Columbia University in the City of New York 1996 — 1999
MA, Organizational Development
Rutgers University-New Brunswick 1988 — 1992
BS, Marketing/Communications
Chris Kwiecinski's Pershing Experience 1997 - 1998
Job Director of Innovation at SGS North America, Inc.
Industry Information Technology and Services
Experience
SGS North America, Inc. June 2015 - Present
SGS North America, Inc. August 2001 - Present
SalesPlus 1999 - 2001
CompuHelp, Inc. 1998 - 1999
Pershing 1997 - 1998
Nabisco 1993 - 1997
IFF 1991 - 1993
AIG 1990 - 1991
M.F. Smith and Associates, Inc 1988 - 1990
Home Nutritional Support, Inc. 1986 - 1988
Skills
SQL, Microsoft SQL Server, SharePoint, Databases, Windows, Software Documentation, Java, Visual Basic, Database Design, Web Applications, .NET, ASP, TFS, ASP.NET, Active Directory, XML, Web Services, Visual Studio, Software Development, C#, Web Development, Mobile Applications, Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Integration, Servers, Testing, Software Project..., Business Intelligence
Education
DeVry University
Computer Science
SGS North America, Inc. June 2015 - Present
SGS North America, Inc. August 2001 - Present
SalesPlus 1999 - 2001
CompuHelp, Inc. 1998 - 1999
Pershing 1997 - 1998
Nabisco 1993 - 1997
IFF 1991 - 1993
AIG 1990 - 1991
M.F. Smith and Associates, Inc 1988 - 1990
Home Nutritional Support, Inc. 1986 - 1988
Skills
SQL, Microsoft SQL Server, SharePoint, Databases, Windows, Software Documentation, Java, Visual Basic, Database Design, Web Applications, .NET, ASP, TFS, ASP.NET, Active Directory, XML, Web Services, Visual Studio, Software Development, C#, Web Development, Mobile Applications, Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, Integration, Servers, Testing, Software Project..., Business Intelligence
Education
DeVry University
Computer Science
Joe Prokop's Pershing Experience May 2001 - September 2001
Job Mgr. Application Development at MAXIMUS
Industry Computer Software
Experience
MAXIMUS January 2013 - Present
Little Wildebeest Software November 2013 - Present
MAXIMUS January 2008 - December 2012
MAXIMUS February 2006 - January 2008
MAXIMUS May 2005 - January 2006
Illinois Institute of Technology January 2003 - May 2005
Pershing May 2001 - September 2001
Acxiom May 2000 - August 2000
Acxiom June 1999 - August 1999
Skills
SQL, Software Development, Agile Methodologies, Java, Unix, Microsoft SQL Server, Oracle, Linux, Databases, C#, Web Services
Education
Illinois Institute of Technology 2003 — 2005
MS, Computer Science
Illinois Institute of Technology 1999 — 2003
BS, Computer Science
MAXIMUS January 2013 - Present
Little Wildebeest Software November 2013 - Present
MAXIMUS January 2008 - December 2012
MAXIMUS February 2006 - January 2008
MAXIMUS May 2005 - January 2006
Illinois Institute of Technology January 2003 - May 2005
Pershing May 2001 - September 2001
Acxiom May 2000 - August 2000
Acxiom June 1999 - August 1999
Skills
SQL, Software Development, Agile Methodologies, Java, Unix, Microsoft SQL Server, Oracle, Linux, Databases, C#, Web Services
Education
Illinois Institute of Technology 2003 — 2005
MS, Computer Science
Illinois Institute of Technology 1999 — 2003
BS, Computer Science
Alan Arduini's Pershing Experience 1993 - 2005
Job Senior Telecom Technician at Arrow SI, formerly Shared Technologies
Industry Telecommunications
Experience
Arrow SI - formerly Shared Technologies October 1980 - Present
Bank of New York MellonP 2005 - Present
Ogdensburg First Aid Squad January 2007 - Present
Pershing 1993 - 2005
Skills
Telecommunications, Troubleshooting, VoIP, Avaya, Telephony, Cabling, Unified Communications, WAN, Voice Mail, Switches, Cisco Technologies, Meridian, Problem Solving, Software Installation, Integration, Call Center, PBX, LAN/WAN, ISDN, T1, IP, ACD, Active Directory, Windows, Hardware, Telephone Skills, Nortel
Education
DeVry Institute of Technology 1977 — 1979
Arrow SI - formerly Shared Technologies October 1980 - Present
Bank of New York MellonP 2005 - Present
Ogdensburg First Aid Squad January 2007 - Present
Pershing 1993 - 2005
Skills
Telecommunications, Troubleshooting, VoIP, Avaya, Telephony, Cabling, Unified Communications, WAN, Voice Mail, Switches, Cisco Technologies, Meridian, Problem Solving, Software Installation, Integration, Call Center, PBX, LAN/WAN, ISDN, T1, IP, ACD, Active Directory, Windows, Hardware, Telephone Skills, Nortel
Education
DeVry Institute of Technology 1977 — 1979
Leo Guieb's Pershing Experience 1996 - 1997
Job Technical Specialist at Citigroup
Industry Information Technology and Services
Experience
UPS June 2014 - Present
Citigroup July 1999 - April 2014
LR III, Inc. September 1997 - June 1999
Pershing 1996 - 1997
Pinkerton 1992 - 1996
RCG Information Technology June 1990 - February 1992
Skills
Short Sales, Payroll, Prime Brokerage, Equities, Fixed Income, Corporate Actions, COBOL, Securities Lending, Profit Analysis, Security Clearance, Asset Managment, Middle Office, DB2, CICS, Capital Markets, Hedge Funds, Asset Management, SDLC, Business Analysis, Trading Systems, Securities, Vendor Management, Databases
Education
De La Salle University
Industrial Management Engineering
UPS June 2014 - Present
Citigroup July 1999 - April 2014
LR III, Inc. September 1997 - June 1999
Pershing 1996 - 1997
Pinkerton 1992 - 1996
RCG Information Technology June 1990 - February 1992
Skills
Short Sales, Payroll, Prime Brokerage, Equities, Fixed Income, Corporate Actions, COBOL, Securities Lending, Profit Analysis, Security Clearance, Asset Managment, Middle Office, DB2, CICS, Capital Markets, Hedge Funds, Asset Management, SDLC, Business Analysis, Trading Systems, Securities, Vendor Management, Databases
Education
De La Salle University
Industrial Management Engineering
Soomee Kang's Pershing Experience January 2012 - Present
Job User Experience/Interaction Designer
Industry Marketing and Advertising
Experience
Pershing January 2012 - Present
iNautix U.S.A - Affiliate of Pershing and BNY Mellon January 2010 - January 2012
HNW-Wealth Marketing Solutions August 2008 - July 2009
Citigroup October 2001 - August 2008
YAERIMDANG, SAMSUNG, SUNGMOON and Korean Broadcasting System (KBS) 1998 - 1999
Art Center January 1996 - August 1998
Kyungwon University January 1996 - January 1997
SISA JAPANESE Publishing 1994 - 1996
WHANMEDIA –Design Agency 1992 - 1994
AGABANG – Luxury Baby fashion 1991 - 1992
Skills
Interaction Design, User Experience Design, User Experience, Graphic Design, User Interface, Strategy, Usability, Information Architecture, User Interface Design, E-commerce, Creative Direction, Dreamweaver, Usability Testing, Digital Marketing, Digital Strategy, Advertising, Web Design, Integrated Marketing, Flash, Email Marketing
Education
School of Visual Arts 1999 — 2001
MFA, Web Design
Hongik University 1993 — 1995
Master of Arts, Graphic Design
Pershing January 2012 - Present
iNautix U.S.A - Affiliate of Pershing and BNY Mellon January 2010 - January 2012
HNW-Wealth Marketing Solutions August 2008 - July 2009
Citigroup October 2001 - August 2008
YAERIMDANG, SAMSUNG, SUNGMOON and Korean Broadcasting System (KBS) 1998 - 1999
Art Center January 1996 - August 1998
Kyungwon University January 1996 - January 1997
SISA JAPANESE Publishing 1994 - 1996
WHANMEDIA –Design Agency 1992 - 1994
AGABANG – Luxury Baby fashion 1991 - 1992
Skills
Interaction Design, User Experience Design, User Experience, Graphic Design, User Interface, Strategy, Usability, Information Architecture, User Interface Design, E-commerce, Creative Direction, Dreamweaver, Usability Testing, Digital Marketing, Digital Strategy, Advertising, Web Design, Integrated Marketing, Flash, Email Marketing
Education
School of Visual Arts 1999 — 2001
MFA, Web Design
Hongik University 1993 — 1995
Master of Arts, Graphic Design
Steven DiNicolas's Pershing Experience August 2007 - September 2008
Job Underwriting Manager Argo Pro at Argo Group International Holdings, Ltd.
Industry Insurance
Experience
Argo Group International Holdings, Ltd. June 2015 - Present
Argo Group International Holdings, Ltd. October 2013 - Present
Crum & Forster April 2012 - September 2013
Chartis Insurance May 2009 - April 2012
Bank of America Securities September 2008 - May 2009
Pershing August 2007 - September 2008
Pershing June 2005 - August 2007
Merrill Lynch July 2004 - June 2005
Skills
Analysis, Bloomberg, Commercial Insurance, Brokers, Credit, Finance, Financial Risk, Insurance, Investments, Liability, Management, Property, Risk Management, Underwriting, Trading, Professional Liability
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science:, Finance
St. Peter's College 2005 — 2007
MBA, Risk Management
Argo Group International Holdings, Ltd. June 2015 - Present
Argo Group International Holdings, Ltd. October 2013 - Present
Crum & Forster April 2012 - September 2013
Chartis Insurance May 2009 - April 2012
Bank of America Securities September 2008 - May 2009
Pershing August 2007 - September 2008
Pershing June 2005 - August 2007
Merrill Lynch July 2004 - June 2005
Skills
Analysis, Bloomberg, Commercial Insurance, Brokers, Credit, Finance, Financial Risk, Insurance, Investments, Liability, Management, Property, Risk Management, Underwriting, Trading, Professional Liability
Education
Fairleigh Dickinson University 2000 — 2004
Bachelor of Science:, Finance
St. Peter's College 2005 — 2007
MBA, Risk Management
Diana Nieves's Pershing Experience 2005 - 2007
Job Salesforce.com Project Manager
Industry Information Technology and Services
Experience
CloudSense September 2014 - Present
Cushman & Wakefield May 2013 - October 2014
Dow Jones November 2007 - August 2012
JP Morgan Chase 2007 - 2007
Pershing 2005 - 2007
Carlin Financial Group 2000 - 2004
Skills
Market Data, Electronic Trading, Financial Markets, Trading Systems, Trading, Equities, Vendor Management, Business Analysis, Options, Low Latency, SDLC, Management, Integration, Data Center, CRM, Networking, Process Improvement, Account Management, Salesforce.com, SaaS, Sales
Education
DeVry University
BS, Technical Managemet
Laguardia Community College
AS
CloudSense September 2014 - Present
Cushman & Wakefield May 2013 - October 2014
Dow Jones November 2007 - August 2012
JP Morgan Chase 2007 - 2007
Pershing 2005 - 2007
Carlin Financial Group 2000 - 2004
Skills
Market Data, Electronic Trading, Financial Markets, Trading Systems, Trading, Equities, Vendor Management, Business Analysis, Options, Low Latency, SDLC, Management, Integration, Data Center, CRM, Networking, Process Improvement, Account Management, Salesforce.com, SaaS, Sales
Education
DeVry University
BS, Technical Managemet
Laguardia Community College
AS
Alex Penta's Pershing Experience June 2010 - April 2012
Job Institutional Trader at Capital Analysts
Industry Financial Services
Experience
Capital Analysts June 2015 - Present
First Niagara Bank March 2014 - May 2015
BlackRock April 2012 - March 2014
Pershing June 2010 - April 2012
Skills
Series 7, Series 66
Education
Gettysburg College 2005 — 2009
B.A., Business Management, Civil War Era Studies
Capital Analysts June 2015 - Present
First Niagara Bank March 2014 - May 2015
BlackRock April 2012 - March 2014
Pershing June 2010 - April 2012
Skills
Series 7, Series 66
Education
Gettysburg College 2005 — 2009
B.A., Business Management, Civil War Era Studies
Courtney Raio's Pershing Experience September 1998 - February 2000
Job Communications and Relationship Manager, NYSE
Industry Financial Services
Experience
NYSE November 2000 - Present
About.com February 2000 - November 2000
Pershing September 1998 - February 2000
Skills
Investor Relations, Capital Markets, Equities, Corporate Governance, Public Relations, Corporate Communications, Customer Relations, Event Management, Internal Communications, Financial Markets, Strategic Communications, Electronic Trading, Customer Service, Equity Trading, Crisis Communications, Media Relations, Options, Securities, Market Data, Series 7, Financial Services
Education
College of the Holy Cross
Bachelor of Arts (B.A.), English Language and Literature, General
NYSE November 2000 - Present
About.com February 2000 - November 2000
Pershing September 1998 - February 2000
Skills
Investor Relations, Capital Markets, Equities, Corporate Governance, Public Relations, Corporate Communications, Customer Relations, Event Management, Internal Communications, Financial Markets, Strategic Communications, Electronic Trading, Customer Service, Equity Trading, Crisis Communications, Media Relations, Options, Securities, Market Data, Series 7, Financial Services
Education
College of the Holy Cross
Bachelor of Arts (B.A.), English Language and Literature, General
Jacob Lang's Pershing Experience June 2010 - August 2010
Job Business & Sales Manager at Restoration By Costikyan
Industry Financial Services
Experience
Restoration By Costikyan November 2011 - Present
Pershing June 2010 - August 2010
Ambac June 2009 - August 2009
Skills
Business Development, Business Networking, Sales, Sales Process, Relationship Building, Relationship Management, Communication, Social Media, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Management, PowerPoint, Microsoft Word, Salesforce.com, Analytical Skills, QuickBooks, Organization Skills, Strategic Planning, Analysis
Education
Florida Atlantic University 2012 — 2015
Bachelor’s Degree, Finance
Indiana University - Kelley School of Business 2009 — 2010
Restoration By Costikyan November 2011 - Present
Pershing June 2010 - August 2010
Ambac June 2009 - August 2009
Skills
Business Development, Business Networking, Sales, Sales Process, Relationship Building, Relationship Management, Communication, Social Media, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Management, PowerPoint, Microsoft Word, Salesforce.com, Analytical Skills, QuickBooks, Organization Skills, Strategic Planning, Analysis
Education
Florida Atlantic University 2012 — 2015
Bachelor’s Degree, Finance
Indiana University - Kelley School of Business 2009 — 2010
Darin Gaynor's Pershing Experience July 2007 - November 2009
Job Independent Contractor/Project Manager/Business Analyst at RJK Corporations & NJ Monthly Magazine
Industry Financial Services
Experience
Bank of America/Merrill Lynch October 2013 - March 2014
RJK Corporations & NJ Monthly Magazine April 2010 - October 2013
Pershing July 2007 - November 2009
CitiStreet, TIAA-CREF, Wachovia September 2004 - July 2007
Mellon HR Solutions July 2002 - August 2004
Morgan Stanley Dean Witter March 2000 - December 2001
First Union February 1999 - March 2000
Metlife November 1997 - February 1999
Prudential Investment Retirement Services December 1989 - November 1997
Skills
Financial Services, Risk Management, Retirement Plan..., Qualified Retirement..., Banking, Manage Client..., Mutual Funds, 401k, Business Development, Business Strategy, Product Management, Product Marketing, Product Design, Product Development
Education
Howard University 1981 — 1986
BBA, Insurance/Finance
Bank of America/Merrill Lynch October 2013 - March 2014
RJK Corporations & NJ Monthly Magazine April 2010 - October 2013
Pershing July 2007 - November 2009
CitiStreet, TIAA-CREF, Wachovia September 2004 - July 2007
Mellon HR Solutions July 2002 - August 2004
Morgan Stanley Dean Witter March 2000 - December 2001
First Union February 1999 - March 2000
Metlife November 1997 - February 1999
Prudential Investment Retirement Services December 1989 - November 1997
Skills
Financial Services, Risk Management, Retirement Plan..., Qualified Retirement..., Banking, Manage Client..., Mutual Funds, 401k, Business Development, Business Strategy, Product Management, Product Marketing, Product Design, Product Development
Education
Howard University 1981 — 1986
BBA, Insurance/Finance
Sanjeev Kalra's Pershing Experience December 1997 - May 1998
Job Consultant at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2004 - Present
Credit Suisse April 2003 - December 2003
Credit Suisse First Boston May 1998 - August 2001
Pershing December 1997 - May 1998
Transamerica Leasing April 1994 - January 1997
First Boston July 1993 - March 1994
Skills
Investment Banking
Education
Delhi College of Engineering 1981 — 1985
B.E., Electronics & Communications
Credit Suisse January 2004 - Present
Credit Suisse April 2003 - December 2003
Credit Suisse First Boston May 1998 - August 2001
Pershing December 1997 - May 1998
Transamerica Leasing April 1994 - January 1997
First Boston July 1993 - March 1994
Skills
Investment Banking
Education
Delhi College of Engineering 1981 — 1985
B.E., Electronics & Communications
Damien Fairman's Pershing Experience October 2001 - March 2007
Job Pricing Analyst at Alliance Bernstein
Industry Financial Services
Experience
Alliance Bernstein March 2007 - Present
Pershing October 2001 - March 2007
Education
Dowling College 1995 — 2000
BA, Business Management
Alliance Bernstein March 2007 - Present
Pershing October 2001 - March 2007
Education
Dowling College 1995 — 2000
BA, Business Management
Robert Giunta's Pershing Experience March 1986 - September 1988
Job Experienced Professional Engineer Specializing in Residental Projects
Industry Design
Experience
Vermont Engineering Solutions, PC March 2011 - Present
Self-Employed July 2001 - December 2009
TIAA-CREF January 1999 - June 2001
TIAA-CREF October 1992 - January 1999
TIAA-CREF 1988 - 1992
Pershing March 1986 - September 1988
IBM August 1977 - March 1986
US Navy July 1966 - August 1977
Skills
Strategic Planning, Management Consulting, Business Strategy, Change Management, Start-ups, Project Management, New Business Development, Team Building, Budgets, Operations Management, Engineering, Public Speaking, Event Management, Management, Project Planning
Education
Stanford University 1971 — 1972
MSEE, Electrical Engineering
Drexel University 1965 — 1970
BS, Physics
Vermont Engineering Solutions, PC March 2011 - Present
Self-Employed July 2001 - December 2009
TIAA-CREF January 1999 - June 2001
TIAA-CREF October 1992 - January 1999
TIAA-CREF 1988 - 1992
Pershing March 1986 - September 1988
IBM August 1977 - March 1986
US Navy July 1966 - August 1977
Skills
Strategic Planning, Management Consulting, Business Strategy, Change Management, Start-ups, Project Management, New Business Development, Team Building, Budgets, Operations Management, Engineering, Public Speaking, Event Management, Management, Project Planning
Education
Stanford University 1971 — 1972
MSEE, Electrical Engineering
Drexel University 1965 — 1970
BS, Physics
alton jones's Pershing Experience 1976 - 2007
Job Owner, aimto
Industry Information Technology and Services
Experience
COR Capital Holdoings October 2011 - Present
DonePlus Inc. September 2010 - Present
Pershing LLC, Bank of New York Mellon 1976 - 2007
Pershing 1976 - 2007
Education
Columbia University in the City of New York
Master's degree, Industrial and Organizational Psychology
Columbia, M.A.; LIU, B.A; Harvard Executive Business Program,
Bachelor of Applied Science (B.A.Sc.), Applied Psychology
COR Capital Holdoings October 2011 - Present
DonePlus Inc. September 2010 - Present
Pershing LLC, Bank of New York Mellon 1976 - 2007
Pershing 1976 - 2007
Education
Columbia University in the City of New York
Master's degree, Industrial and Organizational Psychology
Columbia, M.A.; LIU, B.A; Harvard Executive Business Program,
Bachelor of Applied Science (B.A.Sc.), Applied Psychology
Sarah (Lyons) Stanishewski's Pershing Experience August 2011 - August 2013
Job Trade Elevation at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Alexander Meer's Pershing Experience June 2007 - July 2007
Job MBA Candidate at NYU Stern School of Business and Senior Account Executive at The Doctor's Channel
Industry Pharmaceuticals
Experience
The Doctor's Channel June 2011 - Present
MDea June 2011 - Present
BESTMSLs June 2011 - Present
The Lancaster Sustainable Economy Exchange (LanX) February 2010 - August 2010
Marshall & Quentzel, LLC May 2009 - August 2009
Shulman for Congress June 2008 - August 2008
Pershing June 2007 - July 2007
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Franklin & Marshall College 2007 — 2011
Bachelor of Arts, Economics, Spanish
Universidad de Buenos Aires 2009 — 2009
Study Abroad
The Doctor's Channel June 2011 - Present
MDea June 2011 - Present
BESTMSLs June 2011 - Present
The Lancaster Sustainable Economy Exchange (LanX) February 2010 - August 2010
Marshall & Quentzel, LLC May 2009 - August 2009
Shulman for Congress June 2008 - August 2008
Pershing June 2007 - July 2007
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Franklin & Marshall College 2007 — 2011
Bachelor of Arts, Economics, Spanish
Universidad de Buenos Aires 2009 — 2009
Study Abroad
Kara McLoughlin D'Angelo's Pershing Experience November 1997 - January 1999
Job Executive Director at The Patrina Foundation
Industry Nonprofit Organization Management
Experience
The Patrina Foundation January 2006 - Present
DLJ Direct January 1999 - September 2002
Pershing November 1997 - January 1999
Citizens Communications March 1996 - October 1997
The Bank of New York July 1993 - March 1996
Skills
Non-profits, Public Speaking, Strategy, Strategic Planning, Marketing Strategy, Program Management, Nonprofits
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Marketing, Management
Duke University 1983 — 1987
AB, Political Science, Economics
Garden City High School
The Patrina Foundation January 2006 - Present
DLJ Direct January 1999 - September 2002
Pershing November 1997 - January 1999
Citizens Communications March 1996 - October 1997
The Bank of New York July 1993 - March 1996
Skills
Non-profits, Public Speaking, Strategy, Strategic Planning, Marketing Strategy, Program Management, Nonprofits
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Marketing, Management
Duke University 1983 — 1987
AB, Political Science, Economics
Garden City High School
Sravan Nerella's Pershing Experience May 2000 - December 2008
Job Director at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing October 2011 - Present
iNautix (USA) LLC December 2005 - October 2012
Pershing May 2000 - December 2008
Skills
Business Analysis, SDLC, Software Project..., Vendor Management, Enterprise Software, Analysis, Business Strategy, Product Management, Pre-sales, Requirements Analysis, Business Intelligence, Requirements Gathering, Program Management, IT Strategy, Integration, Solution Architecture, Business Process..., Enterprise Architecture, Outsourcing, Project Portfolio..., Software Development
Education
Indian Institute of Management, Bangalore 1998 — 2000
MBA, Finance, INformation Systems
Indian Institute of Technology, Kharagpur 1994 — 1998
Bachelor of Engineering (B.E.), Instrumentation
Little flower junior college 1992 — 1994
BHEL HSS 1982 — 1992
Albridge, an Affiliate of Pershing October 2011 - Present
iNautix (USA) LLC December 2005 - October 2012
Pershing May 2000 - December 2008
Skills
Business Analysis, SDLC, Software Project..., Vendor Management, Enterprise Software, Analysis, Business Strategy, Product Management, Pre-sales, Requirements Analysis, Business Intelligence, Requirements Gathering, Program Management, IT Strategy, Integration, Solution Architecture, Business Process..., Enterprise Architecture, Outsourcing, Project Portfolio..., Software Development
Education
Indian Institute of Management, Bangalore 1998 — 2000
MBA, Finance, INformation Systems
Indian Institute of Technology, Kharagpur 1994 — 1998
Bachelor of Engineering (B.E.), Instrumentation
Little flower junior college 1992 — 1994
BHEL HSS 1982 — 1992
Roger Leaf's Pershing Experience 1997 - 2010
Job
Industry Financial Services
Experience
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Shui Cheung Yip's Pershing Experience February 2000 - Present
Job Senior Architect at Pershing
Industry Financial Services
Experience
Pershing February 2000 - Present
Pershing 2000 - Present
Education
University of Maryland College Park 1992 — 1997
Ph.D., Mathematics
Columbia University - Fu Foundation School of Engineering and Applied Science 1989 — 1992
Ph.D., Engineering
Pershing February 2000 - Present
Pershing 2000 - Present
Education
University of Maryland College Park 1992 — 1997
Ph.D., Mathematics
Columbia University - Fu Foundation School of Engineering and Applied Science 1989 — 1992
Ph.D., Engineering
Elizabeth Liguori Nescio's Pershing Experience September 2010 - Present
Job Senior Communications Manager at Pershing
Industry Financial Services
Experience
Pershing September 2010 - Present
Pershing LLC December 2008 - September 2010
Lockwood June 2005 - December 2008
Education
East Stroudsburg University of Pennsylvania 1999 — 2002
Bachelor of Science, Management Major
Pershing September 2010 - Present
Pershing LLC December 2008 - September 2010
Lockwood June 2005 - December 2008
Education
East Stroudsburg University of Pennsylvania 1999 — 2002
Bachelor of Science, Management Major
Annabell Lupercio's Pershing Experience January 2011 - December 2011
Job Executive Coordinator at NYC Media
Industry Human Resources
Experience
NYC Media June 2015 - Present
Turner International January 2012 - May 2015
Pershing January 2011 - December 2011
OPDE Group 2009 - 2010
Skills
Series 7, Financial Services, Securities, Series 63
Education
Golden Gate University
MBA, Business Administration
University of Phoenix 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Public Administration
University of California, Berkeley 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
NYC Media June 2015 - Present
Turner International January 2012 - May 2015
Pershing January 2011 - December 2011
OPDE Group 2009 - 2010
Skills
Series 7, Financial Services, Securities, Series 63
Education
Golden Gate University
MBA, Business Administration
University of Phoenix 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Public Administration
University of California, Berkeley 2005 — 2009
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
JamiLynn Cimino's Pershing Experience February 2008 - September 2012
Job Vice President Prime Brokerage Relationship Manager
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2012 - Present
Pershing February 2008 - September 2012
Pershing, a BNY Mellon company July 2007 - February 2008
Skills
Series 7, Series 63
Education
Elon University 2003 — 2007
Bachelors, Corporate Communications
Pershing, a BNY Mellon company September 2012 - Present
Pershing February 2008 - September 2012
Pershing, a BNY Mellon company July 2007 - February 2008
Skills
Series 7, Series 63
Education
Elon University 2003 — 2007
Bachelors, Corporate Communications
Isabel Vera's Pershing Experience September 2006 - August 2010
Job Corporate Services & Real Estate Assistant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2010 - Present
Pershing September 2006 - August 2010
UBS Financial Services, Inc. September 2004 - March 2006
Skills
Fluent in English and..., Securities, Fixed Income, Spanish, Equities, Administrative..., Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Bachelor of Arts (B.A.), Journalism & Mass Media Studies, 3.5
Hudson County Community College 1999 — 2001
Associate of Arts (A.A.), Liberal Arts, 3.8
Goldman Sachs November 2010 - Present
Pershing September 2006 - August 2010
UBS Financial Services, Inc. September 2004 - March 2006
Skills
Fluent in English and..., Securities, Fixed Income, Spanish, Equities, Administrative..., Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2004
Bachelor of Arts (B.A.), Journalism & Mass Media Studies, 3.5
Hudson County Community College 1999 — 2001
Associate of Arts (A.A.), Liberal Arts, 3.8
Marc Chacon's Pershing Experience May 1999 - May 2010
Job Option Trader at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2010 - Present
Pershing May 1999 - May 2010
Education
Fordham University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Creighton University. 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Credit Suisse May 2010 - Present
Pershing May 1999 - May 2010
Education
Fordham University 2001 — 2004
Master of Business Administration (M.B.A.), Finance, General
Creighton University. 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Steven Kats's Pershing Experience August 1994 - March 1998
Job at BMW
Industry Information Technology and Services
Experience
BMW of North America, LLC May 2007 - December 2009
UPS (United Parcel Service) May 2003 - May 2007
United Parcel Service 2003 - 2007
MERCK-MEDCO July 2001 - May 2003
GUARDIAN INSURANCE March 1998 - July 2001
Pershing August 1994 - March 1998
ISSC(IBM) - SUPERMARKETS May 1992 - August 1994
Merrill Lynch February 1990 - May 1992
HARTZ MOUNTAIN November 1988 - February 1990
Dun and Broadstreet November 1987 - November 1988
Education
County College of Morris 1980 — 1981
Computer Science
BMW of North America, LLC May 2007 - December 2009
UPS (United Parcel Service) May 2003 - May 2007
United Parcel Service 2003 - 2007
MERCK-MEDCO July 2001 - May 2003
GUARDIAN INSURANCE March 1998 - July 2001
Pershing August 1994 - March 1998
ISSC(IBM) - SUPERMARKETS May 1992 - August 1994
Merrill Lynch February 1990 - May 1992
HARTZ MOUNTAIN November 1988 - February 1990
Dun and Broadstreet November 1987 - November 1988
Education
County College of Morris 1980 — 1981
Computer Science
Joshua Scher, CFP®'s Pershing Experience June 1999 - October 2000
Job AVP, Client Service Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2012 - Present
OppenheimerFunds November 2005 - April 2012
CJM Planning Corp. January 2002 - October 2005
CJM Planning January 2002 - October 2005
Putnam Investments November 2000 - December 2001
Pershing June 1999 - October 2000
Skills
Sales, Customer Service, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Strategic Financial..., Sales Presentations, Series 6, 401k
Education
Rutgers University 1995 — 1999
Bachelors of Arts, English
College for Financial Planning
Certified Financial Planning Program
OppenheimerFunds May 2012 - Present
OppenheimerFunds November 2005 - April 2012
CJM Planning Corp. January 2002 - October 2005
CJM Planning January 2002 - October 2005
Putnam Investments November 2000 - December 2001
Pershing June 1999 - October 2000
Skills
Sales, Customer Service, Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Strategic Financial..., Sales Presentations, Series 6, 401k
Education
Rutgers University 1995 — 1999
Bachelors of Arts, English
College for Financial Planning
Certified Financial Planning Program
John Figueroa's Pershing Experience February 1991 - April 1995
Job Fixed Income Portfolio Accounting Anayst (Contractor) at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
Neuberger Berman LLC May 2013 - Present
Neuberger Berman May 2013 - Present
Merrill Lynch April 1995 - June 2012
Pershing February 1991 - April 1995
First Options October 1988 - February 1991
Pershing March 1986 - October 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, AS400 system, TRACQS, Encore, PowerPoint, 10 Key, OATS, Options, Outlook, Account Reconciliation, Securities, Equities, Portia, Wall Street Office
Education
Indiana University-Northwest 1989 — 1990
Business/Commerce, General
Bishop Noll Institute 1983 — 1985
St. Lawrence Seminary 1981 — 1983
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