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
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Pershing Employees
Employee
Years
Job
Industry
Brian Luc Brian Luc's Pershing Experience June 2011 - Present
Job VP Global Client Relationships Pershing
Industry Financial Services
Experience
Pershing June 2011 - Present
LPL Financial Services/UVEST Financial December 2005 - June 2011
Harrisdirect/E*Trade Financial March 2004 - December 2005
Skills
Series 7, Series 24, FINRA
Education
John Carroll University 1999 — 2003
BSBA, Mangement
University of Westminster London, United Kingdom 2001 — 2001
International Business
Granville High School 1995 — 1999
Pershing June 2011 - Present
LPL Financial Services/UVEST Financial December 2005 - June 2011
Harrisdirect/E*Trade Financial March 2004 - December 2005
Skills
Series 7, Series 24, FINRA
Education
John Carroll University 1999 — 2003
BSBA, Mangement
University of Westminster London, United Kingdom 2001 — 2001
International Business
Granville High School 1995 — 1999
Kaitlyn Crawford Kaitlyn Crawford's Pershing Experience October 2010 - December 2011
Job Relationship Manager at American Portfolios
Industry Financial Services
Experience
American Portfolios March 2015 - Present
American Portfolios January 2014 - Present
BNY Mellon April 2012 - January 2014
Pershing October 2010 - December 2011
American Portfolios August 2008 - September 2010
Dockers Waterside 2004 - 2010
Skills
Securities, Investments, Banking, Financial Services, Finance, Wealth Management, Microsoft Office, Microsoft Excel, Marketing, Retirement Planning, Financial Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (M.S.), Marketing
Manhattan College 2003 — 2008
Bachelor of Arts (B.A.), Secondary Education, English
American Portfolios March 2015 - Present
American Portfolios January 2014 - Present
BNY Mellon April 2012 - January 2014
Pershing October 2010 - December 2011
American Portfolios August 2008 - September 2010
Dockers Waterside 2004 - 2010
Skills
Securities, Investments, Banking, Financial Services, Finance, Wealth Management, Microsoft Office, Microsoft Excel, Marketing, Retirement Planning, Financial Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (M.S.), Marketing
Manhattan College 2003 — 2008
Bachelor of Arts (B.A.), Secondary Education, English
Johanna Flores Johanna Flores's Pershing Experience May 2000 - December 2008
Job Relationship Assistant, PBO at Santander Private Banking International
Industry Banking
Experience
Santander Private Banking International November 2013 - Present
Integral Ad Science (formerly AdSafe Media) June 2012 - November 2013
STC Logistics March 2011 - June 2012
Newport Swim and Fitness Center April 2010 - October 2010
Pershing May 2000 - December 2008
Skills
Bilingual, Business Analysis, Business Development, Client Service Oriented, Staff Development, Business Initiatives, Customer Service, Client Services, Software Documentation, Invoicing, Training, Human Resources, Time Management, Accounts Payable, Banking, Sales, Management, Leadership, Marketing, PowerPoint
Education
New Jersey City University 2001 — 2007
B.A, Modern Languages; Spanish
Universidad Complutense
Study Abroad
Santander Private Banking International November 2013 - Present
Integral Ad Science (formerly AdSafe Media) June 2012 - November 2013
STC Logistics March 2011 - June 2012
Newport Swim and Fitness Center April 2010 - October 2010
Pershing May 2000 - December 2008
Skills
Bilingual, Business Analysis, Business Development, Client Service Oriented, Staff Development, Business Initiatives, Customer Service, Client Services, Software Documentation, Invoicing, Training, Human Resources, Time Management, Accounts Payable, Banking, Sales, Management, Leadership, Marketing, PowerPoint
Education
New Jersey City University 2001 — 2007
B.A, Modern Languages; Spanish
Universidad Complutense
Study Abroad
Arianna Ghelfi Arianna Ghelfi's Pershing Experience January 1999 - August 2001
Job teacher of Mathematics at Passaic Valley High School
Industry Education Management
Experience
Passaic Valley High School September 2005 - Present
Pershing January 1999 - August 2001
Skills
Teaching, Educational Leadership, Curriculum Development, Educational Technology, Curriculum Design, PowerPoint, Grant Writing, Community Outreach, Staff Development, Technology Integration, Training, Instructional Technology, Social Media, Teacher Training, Instructional Design, Editing, Adult Education, Special Education, Tutoring, Coaching, Higher Education, Secondary Education, English, Event Planning, K-12, Qualitative Research, Team Building, Public Speaking, Strategic Planning, Research, Microsoft Office, Program Management, Nonprofits, Fundraising, Leadership, Lesson Planning, Classroom, E-Learning, Distance Learning, College Teaching, Public speaking
Education
Montclair State University
MA, Administration and Supervision
Stevens Institute of Technology
BE, Industrial Engineering
Stevens Institute of Technology
MS, Information Systems
Passaic Valley High School September 2005 - Present
Pershing January 1999 - August 2001
Skills
Teaching, Educational Leadership, Curriculum Development, Educational Technology, Curriculum Design, PowerPoint, Grant Writing, Community Outreach, Staff Development, Technology Integration, Training, Instructional Technology, Social Media, Teacher Training, Instructional Design, Editing, Adult Education, Special Education, Tutoring, Coaching, Higher Education, Secondary Education, English, Event Planning, K-12, Qualitative Research, Team Building, Public Speaking, Strategic Planning, Research, Microsoft Office, Program Management, Nonprofits, Fundraising, Leadership, Lesson Planning, Classroom, E-Learning, Distance Learning, College Teaching, Public speaking
Education
Montclair State University
MA, Administration and Supervision
Stevens Institute of Technology
BE, Industrial Engineering
Stevens Institute of Technology
MS, Information Systems
Michael Rohner Michael Rohner's Pershing Experience January 1999 - June 2003
Job Managing Director Global Corporate Client Group at NASDAQ
Industry Financial Services
Experience
NASDAQ October 2010 - Present
Superfund USA April 2008 - September 2010
Pershing Trading, Bank of New York Mellon July 2003 - January 2008
Pershing January 1999 - June 2003
Pershing January 1997 - December 1998
Pershing March 1995 - December 1997
Skills
Trading, Series 7, Series 63, Risk Management, Asset Management, Investments, Financial Markets, Customer Relations, Capital Markets, Excel, Microsoft Office, Strategic Planning, FX, Commodities, Alternative Investments, Asset Allocation, Business Strategy, Negotiation, Sales Management, Customer Service, Equities, Portfolio Management, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, Budgeting, Social Media, Investor Relations, Entrepreneur, Oil Painting, Contemporary Art, Budgets, Strategy, Mutual Funds, FINRA, Commodity, FX Options, Business Development, Finance, Entrepreneurship
Education
Muhlenberg College 1990 — 1994
BA, Business Management and Business Administration
NASDAQ October 2010 - Present
Superfund USA April 2008 - September 2010
Pershing Trading, Bank of New York Mellon July 2003 - January 2008
Pershing January 1999 - June 2003
Pershing January 1997 - December 1998
Pershing March 1995 - December 1997
Skills
Trading, Series 7, Series 63, Risk Management, Asset Management, Investments, Financial Markets, Customer Relations, Capital Markets, Excel, Microsoft Office, Strategic Planning, FX, Commodities, Alternative Investments, Asset Allocation, Business Strategy, Negotiation, Sales Management, Customer Service, Equities, Portfolio Management, Equity Trading, Electronic Trading, Trading Systems, Hedge Funds, Budgeting, Social Media, Investor Relations, Entrepreneur, Oil Painting, Contemporary Art, Budgets, Strategy, Mutual Funds, FINRA, Commodity, FX Options, Business Development, Finance, Entrepreneurship
Education
Muhlenberg College 1990 — 1994
BA, Business Management and Business Administration
William Luerman William Luerman's Pershing Experience August 2005 - June 2010
Job Financial Planning and Analysis Amspec LLC
Industry Oil & Energy
Experience
Amspec Services LLC 2010 - Present
Pershing August 2005 - June 2010
Education
NYU Stern School of Business 2008 — 2010
MBA, Finance/Financial Instruments and Markets
Muhlenberg College 2001 — 2005
Bachelor's degree, Economics
Amspec Services LLC 2010 - Present
Pershing August 2005 - June 2010
Education
NYU Stern School of Business 2008 — 2010
MBA, Finance/Financial Instruments and Markets
Muhlenberg College 2001 — 2005
Bachelor's degree, Economics
Jinnavel Santiago Jinnavel Santiago's Pershing Experience 2001 - 2005
Job National Director at 5LINX Enterprises Inc.
Industry Education Management
Experience
5LINX Enterprises Inc. November 2013 - Present
Florida Virtual School July 2012 - Present
School Board of Broward County August 2007 - July 2012
Pershing 2001 - 2005
Skills
Classroom Management, K-12, Lesson Planning, Curriculum Development, Tutoring, Classroom, Educational Technology, Instructional Technology, Teaching, Spanish, Career Counseling
Education
Nova Southeastern University 2007 — 2010
Master of Science (M.S.), Education
New Jersey City University 1999 — 2005
Bachelor of Arts (B.A.), Spanish Language and Literature
5LINX Enterprises Inc. November 2013 - Present
Florida Virtual School July 2012 - Present
School Board of Broward County August 2007 - July 2012
Pershing 2001 - 2005
Skills
Classroom Management, K-12, Lesson Planning, Curriculum Development, Tutoring, Classroom, Educational Technology, Instructional Technology, Teaching, Spanish, Career Counseling
Education
Nova Southeastern University 2007 — 2010
Master of Science (M.S.), Education
New Jersey City University 1999 — 2005
Bachelor of Arts (B.A.), Spanish Language and Literature
Jason Belden Jason Belden's Pershing Experience November 2009 - September 2010
Job Operations Analyst
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
American Stock Transfer & Trust Company, LLC April 2013 - May 2014
Computershare US October 2010 - April 2013
Pershing November 2009 - September 2010
Skills
Microsoft Office; MS..., ADP Quote System,..., National Financial..., ACATS, SURPAS, ACH /..., AML / KYC Guidelines, NSCC, Access, Mergers & Acquisitions, Management, Mutual Funds, Analysis, Risk Management, Team Building, Internal Audit, Accounting
Education
Metropolitan College of New York - School of Business 2002 — 2004
Bachelor, Business Administration
JPMorgan Chase May 2014 - Present
American Stock Transfer & Trust Company, LLC April 2013 - May 2014
Computershare US October 2010 - April 2013
Pershing November 2009 - September 2010
Skills
Microsoft Office; MS..., ADP Quote System,..., National Financial..., ACATS, SURPAS, ACH /..., AML / KYC Guidelines, NSCC, Access, Mergers & Acquisitions, Management, Mutual Funds, Analysis, Risk Management, Team Building, Internal Audit, Accounting
Education
Metropolitan College of New York - School of Business 2002 — 2004
Bachelor, Business Administration
Perry Borenstein's Pershing Experience September 1987 - December 2011
Job Technologist with a solid record of delivering major technology solutions.
Industry Financial Services
Experience
Pershing September 1987 - December 2011
Dillon Read March 1985 - September 1987
Chase 1983 - 1985
Skills
Risk Management, Root Cause Analysis, Process Improvement, IT Strategy, ITIL, Fixed Income, Integration, Program Management, Financial Services, Analytics, Project Management, Software Documentation, Securities, Business Analysis, Project Portfolio..., Requirements Gathering, Governance, Business Process..., IT Management, Executive Management, Software Development, Analysis, Requirements Analysis, Enterprise Software, Management
Education
SANS.ORG 2011 — 2013
Security Certifications GSLC and GISF, Computer and Information Systems Security/Information Assurance
The Johns Hopkins University 1977 — 1979
Master's Degree, Education, 4.0
Ferkauf School of Psychology 1980 — 1981
Master of Arts (MA), Psychology, 3.9 out of 4.0
Ner Israel Rabbinical College 1973 — 1977
Bachelor's degree, Talmudic Law
Pershing September 1987 - December 2011
Dillon Read March 1985 - September 1987
Chase 1983 - 1985
Skills
Risk Management, Root Cause Analysis, Process Improvement, IT Strategy, ITIL, Fixed Income, Integration, Program Management, Financial Services, Analytics, Project Management, Software Documentation, Securities, Business Analysis, Project Portfolio..., Requirements Gathering, Governance, Business Process..., IT Management, Executive Management, Software Development, Analysis, Requirements Analysis, Enterprise Software, Management
Education
SANS.ORG 2011 — 2013
Security Certifications GSLC and GISF, Computer and Information Systems Security/Information Assurance
The Johns Hopkins University 1977 — 1979
Master's Degree, Education, 4.0
Ferkauf School of Psychology 1980 — 1981
Master of Arts (MA), Psychology, 3.9 out of 4.0
Ner Israel Rabbinical College 1973 — 1977
Bachelor's degree, Talmudic Law
Charles Barone, PMP®, MBA Charles Barone, PMP®, MBA's Pershing Experience 2007 - Present
Job Business Program Manager @ Pershing, LLC
Industry Information Technology and Services
Experience
Pershing 2007 - Present
Citigroup February 1996 - 2007
Telephonics January 1992 - February 1996
Egghead Software January 1990 - January 1992
Skills
SDLC, PMP, Business Analysis, Program Management, PMO, Risk Management, Vendor Management, Software Project..., Project Portfolio..., Process Improvement, Requirements Analysis, Requirements Gathering, Project Management, Portfolio Management, Business Process..., Visio, Business Requirements, Governance, Financial Services, IT Management
Education
New York Institute of Technology 1994 — 1997
MBA, MIS
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (B.A.), Economics
Pershing 2007 - Present
Citigroup February 1996 - 2007
Telephonics January 1992 - February 1996
Egghead Software January 1990 - January 1992
Skills
SDLC, PMP, Business Analysis, Program Management, PMO, Risk Management, Vendor Management, Software Project..., Project Portfolio..., Process Improvement, Requirements Analysis, Requirements Gathering, Project Management, Portfolio Management, Business Process..., Visio, Business Requirements, Governance, Financial Services, IT Management
Education
New York Institute of Technology 1994 — 1997
MBA, MIS
Long Island University, C.W. Post Campus 1980 — 1982
Bachelor of Arts (B.A.), Economics
Robert Palermo's Pershing Experience 2004 - 2006
Job Vice President, Annuity Planning Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2012
Morgan Stanley May 2006 - June 2009
Pershing 2004 - 2006
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Wealth Management, Financial Services, Investments, Securities, 401k
Education
Lynn University 1999 — 2003
Business Management
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2012
Morgan Stanley May 2006 - June 2009
Pershing 2004 - 2006
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Wealth Management, Financial Services, Investments, Securities, 401k
Education
Lynn University 1999 — 2003
Business Management
Roger Tsai's Pershing Experience April 2010 - December 2010
Job Senior User Experience Lead
Industry Design
Experience
Lab49 January 2013 - Present
Studio Akko, LLC August 2012 - January 2013
Barne & Noble August 2011 - November 2012
Digitas Health March 2011 - July 2011
Thomson Reuters February 2011 - March 2011
Pershing April 2010 - December 2010
Double Space September 2009 - April 2010
Morgan Stanley September 2008 - June 2009
SPM Publishing Co., Ltd January 2006 - June 2006
Nissan Yulon Motor/ Renault Business Department June 2003 - July 2005
Skills
User Experience, Interaction Design, User-centered Design, Information Architecture, Usability Testing, Content Strategy, Adobe Creative Suite, Mobile Design, Creative Direction, Human-computer..., Business Planning, Digital Strategy, User Journeys, Human Computer..., User Experience Design, Prototyping, User Research, Agile Methodologies, Mobile Applications, Project Management, Business Strategy, Service Design, Graphic Design, Experience Design, User Interface
Education
New York University 2006 — 2008
Master of Professional Study, Interactive Telecommunication: Web design, mobile application, interactive art
New York University 2006 — 2008
Master's degree, Game and Interactive Media Design
National Cheng Kung University 1997 — 2001
Bachelor of Art, Industrial Design
Pratt Institute 2000 — 2000
non degree, Industrial Design
Lab49 January 2013 - Present
Studio Akko, LLC August 2012 - January 2013
Barne & Noble August 2011 - November 2012
Digitas Health March 2011 - July 2011
Thomson Reuters February 2011 - March 2011
Pershing April 2010 - December 2010
Double Space September 2009 - April 2010
Morgan Stanley September 2008 - June 2009
SPM Publishing Co., Ltd January 2006 - June 2006
Nissan Yulon Motor/ Renault Business Department June 2003 - July 2005
Skills
User Experience, Interaction Design, User-centered Design, Information Architecture, Usability Testing, Content Strategy, Adobe Creative Suite, Mobile Design, Creative Direction, Human-computer..., Business Planning, Digital Strategy, User Journeys, Human Computer..., User Experience Design, Prototyping, User Research, Agile Methodologies, Mobile Applications, Project Management, Business Strategy, Service Design, Graphic Design, Experience Design, User Interface
Education
New York University 2006 — 2008
Master of Professional Study, Interactive Telecommunication: Web design, mobile application, interactive art
New York University 2006 — 2008
Master's degree, Game and Interactive Media Design
National Cheng Kung University 1997 — 2001
Bachelor of Art, Industrial Design
Pratt Institute 2000 — 2000
non degree, Industrial Design
Paul Schetelich Paul Schetelich's Pershing Experience June 2007 - August 2007
Job Design Manager at SEMGeeks
Industry Marketing and Advertising
Experience
SEMGeeks May 2012 - Present
MILSPRAY, LLC July 2010 - February 2011
Ovis Creative, LLC June 2009 - August 2009
Pershing June 2007 - August 2007
Skills
HTML + CSS, Adobe Creative Suite, Microsoft Office, Logo Design, Digital Marketing, HTML, InDesign, Dreamweaver, Illustrator, Graphic Design, Adobe Fireworks, Web Development, Web Design, Flash, Flash Animation, Advertising, Layout, CSS, Photoshop, JavaScript, Packaging
Education
Monmouth University 2005 — 2010
Bachelor of Arts, Graphic Design
Holmdel High School 2001 — 2005
SEMGeeks May 2012 - Present
MILSPRAY, LLC July 2010 - February 2011
Ovis Creative, LLC June 2009 - August 2009
Pershing June 2007 - August 2007
Skills
HTML + CSS, Adobe Creative Suite, Microsoft Office, Logo Design, Digital Marketing, HTML, InDesign, Dreamweaver, Illustrator, Graphic Design, Adobe Fireworks, Web Development, Web Design, Flash, Flash Animation, Advertising, Layout, CSS, Photoshop, JavaScript, Packaging
Education
Monmouth University 2005 — 2010
Bachelor of Arts, Graphic Design
Holmdel High School 2001 — 2005
Freddy Rojas Freddy Rojas's Pershing Experience July 1987 - August 1988
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2009 - Present
Citi Prime Finance May 2002 - September 2009
Citigroup May 2000 - May 2002
Citigroup March 1994 - May 2000
Citigroup August 1988 - March 1994
Pershing July 1987 - August 1988
US Army 1984 - 1987
Skills
Hedge Funds, Prime Brokerage, Securities, Customer Relations, Options, Fixed Income, Customer Service, Back Office, Financial Services, Corporate Actions, Leadership, Settlement, Market Data, Securities Lending, Trading Systems, Trading, Banking, Portfolio Management, Electronic Trading, Investment Banking, Investments, Derivatives, Equities, Middle Office, Bloomberg, Capital Markets, Series 63, Bonds, Swaps, Credit Derivatives, Finance, Series 7, FX Options, Equity Derivatives, Alternative Investments, Financial Markets, Structured Products, Emerging Markets, Equity Trading, Collateral Management
Education
Metropolitan College of New York 2001 — 2004
BBA, Business Administration
Deutsche Bank September 2009 - Present
Citi Prime Finance May 2002 - September 2009
Citigroup May 2000 - May 2002
Citigroup March 1994 - May 2000
Citigroup August 1988 - March 1994
Pershing July 1987 - August 1988
US Army 1984 - 1987
Skills
Hedge Funds, Prime Brokerage, Securities, Customer Relations, Options, Fixed Income, Customer Service, Back Office, Financial Services, Corporate Actions, Leadership, Settlement, Market Data, Securities Lending, Trading Systems, Trading, Banking, Portfolio Management, Electronic Trading, Investment Banking, Investments, Derivatives, Equities, Middle Office, Bloomberg, Capital Markets, Series 63, Bonds, Swaps, Credit Derivatives, Finance, Series 7, FX Options, Equity Derivatives, Alternative Investments, Financial Markets, Structured Products, Emerging Markets, Equity Trading, Collateral Management
Education
Metropolitan College of New York 2001 — 2004
BBA, Business Administration
Adrienne Kosta Adrienne Kosta's Pershing Experience 2007 - 2014
Job Vice President, Global Financial Crimes Compliance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
Pershing 2007 - 2014
Law Practice 2007 - 2007
Bear Stearns & Company 2005 - 2006
Skills
Series 24, Series 7, AML, OFAC, KYC, USA PATRIOT Act, Broker-Dealer, Anti Money Laundering, Financial Regulation, Securities Regulation, Bank Secrecy Act, Hedge Funds, Prime Brokerage, Fraud, Sanction
Education
Hofstra University School of Law 2002 — 2005
JD
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Criminology / Criminal Justice
JPMorgan Chase 2014 - Present
Pershing 2007 - 2014
Law Practice 2007 - 2007
Bear Stearns & Company 2005 - 2006
Skills
Series 24, Series 7, AML, OFAC, KYC, USA PATRIOT Act, Broker-Dealer, Anti Money Laundering, Financial Regulation, Securities Regulation, Bank Secrecy Act, Hedge Funds, Prime Brokerage, Fraud, Sanction
Education
Hofstra University School of Law 2002 — 2005
JD
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Criminology / Criminal Justice
Ken Ross's Pershing Experience 1996 - 1998
Job Manager Advanced Risk and Compliance Analytics at PwC
Industry Financial Services
Experience
PwC April 2014 - Present
Barclays Capital June 2011 - March 2014
Citibank April 2010 - June 2011
Barclays Capital June 2006 - April 2010
TD Ameritrade September 2000 - June 2006
Merrill Lynch 1999 - 2000
Warner Lambert 1998 - 1999
Pershing 1996 - 1998
Smith Barney 1995 - 1996
Electronic Data Systems ( EDS ) 1994 - 1995
Skills
AML, Business Analysis, Banking, SDLC, Data Analysis, Data Modeling, Project Management, User Acceptance Testing, Back Office, KYC, Financial Risk, Risk Management, Trade Compliance, Trading, Anti Money Laundering, Management, Process Improvement, Database Design, Brokerage, Life Insurance, Financial Services, PMP, Front Office, Electronic Trading..., Investment Banking, Quality Assurance, Databases, Software Project..., Case Tools, Spotfire, SAS, R
Education
Stevens Institute of Technology 2003 — 2006
Master's degree, Information Management, 3.8
Chubb Institute of Technology 1986 — 1987
Information Technology, Programming
Montclair State University
BS, Management, Marketing, 3.76
PwC April 2014 - Present
Barclays Capital June 2011 - March 2014
Citibank April 2010 - June 2011
Barclays Capital June 2006 - April 2010
TD Ameritrade September 2000 - June 2006
Merrill Lynch 1999 - 2000
Warner Lambert 1998 - 1999
Pershing 1996 - 1998
Smith Barney 1995 - 1996
Electronic Data Systems ( EDS ) 1994 - 1995
Skills
AML, Business Analysis, Banking, SDLC, Data Analysis, Data Modeling, Project Management, User Acceptance Testing, Back Office, KYC, Financial Risk, Risk Management, Trade Compliance, Trading, Anti Money Laundering, Management, Process Improvement, Database Design, Brokerage, Life Insurance, Financial Services, PMP, Front Office, Electronic Trading..., Investment Banking, Quality Assurance, Databases, Software Project..., Case Tools, Spotfire, SAS, R
Education
Stevens Institute of Technology 2003 — 2006
Master's degree, Information Management, 3.8
Chubb Institute of Technology 1986 — 1987
Information Technology, Programming
Montclair State University
BS, Management, Marketing, 3.76
Jonathan Cohn Jonathan Cohn's Pershing Experience June 2011 - August 2011
Job Interest Rate Strategist at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Federal Reserve Bank of New York August 2013 - April 2015
Independent Fiscal Office July 2012 - July 2013
Pershing June 2011 - August 2011
Senator Patrick M. Browne June 2007 - August 2007
Skills
Analysis, Microsoft Excel, Data Analysis, PowerPoint, Economics, Budgets, Financial Analysis
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Cum Laude, Economics, Philosophy, 3.7
Credit Suisse May 2015 - Present
Federal Reserve Bank of New York August 2013 - April 2015
Independent Fiscal Office July 2012 - July 2013
Pershing June 2011 - August 2011
Senator Patrick M. Browne June 2007 - August 2007
Skills
Analysis, Microsoft Excel, Data Analysis, PowerPoint, Economics, Budgets, Financial Analysis
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Cum Laude, Economics, Philosophy, 3.7
Sudhakar Srinivasan Sudhakar Srinivasan's Pershing Experience December 1998 - March 2009
Job Vice President at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing July 2012 - Present
iNautix Technologies April 2009 - July 2012
Pershing December 1998 - March 2009
Wipro Infotech 1996 - 1997
Wipro Infotech 1996 - 1997
Skills
SDLC, Trading Systems, User Acceptance Testing, Vendor Management, Business Analysis, Quality Center, Agile Methodologies, Derivatives, Software Project..., Fixed Income, QTP, Equities, Performance Testing, LoadRunner, Metrics, HP Performance Center, Root Cause Analysis, HP QTP, Oracle, HP Quality Center
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Madurai Kamaraj University 1988 — 1992
BE, Electronics and Communication
Albridge, an Affiliate of Pershing July 2012 - Present
iNautix Technologies April 2009 - July 2012
Pershing December 1998 - March 2009
Wipro Infotech 1996 - 1997
Wipro Infotech 1996 - 1997
Skills
SDLC, Trading Systems, User Acceptance Testing, Vendor Management, Business Analysis, Quality Center, Agile Methodologies, Derivatives, Software Project..., Fixed Income, QTP, Equities, Performance Testing, LoadRunner, Metrics, HP Performance Center, Root Cause Analysis, HP QTP, Oracle, HP Quality Center
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
Madurai Kamaraj University 1988 — 1992
BE, Electronics and Communication
Michael Urban Michael Urban's Pershing Experience August 1996 - March 2001
Job VP, Senior Relationship Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing February 2014 - Present
Princeton Financial Systems July 2011 - January 2013
Albridge, an Affiliate of Pershing July 2004 - July 2011
Bear Stearns Securities Corp. April 2001 - July 2004
Pershing August 1996 - March 2001
Skills
Salesforce.com, Miller Heiman, CRM, New Business Development, Contract Negotiation, Sales, Relationship Management, Financial Services, SaaS, Enterprise Software, Product Management, Vendor Management, Management, Investments, Business Development, Series 7, Account Management, Consultative Approach, Client Development, Executive Management
Education
Montclair State University 1991 — 1993
BA, Political Science and Government
Albridge, an Affiliate of Pershing February 2014 - Present
Princeton Financial Systems July 2011 - January 2013
Albridge, an Affiliate of Pershing July 2004 - July 2011
Bear Stearns Securities Corp. April 2001 - July 2004
Pershing August 1996 - March 2001
Skills
Salesforce.com, Miller Heiman, CRM, New Business Development, Contract Negotiation, Sales, Relationship Management, Financial Services, SaaS, Enterprise Software, Product Management, Vendor Management, Management, Investments, Business Development, Series 7, Account Management, Consultative Approach, Client Development, Executive Management
Education
Montclair State University 1991 — 1993
BA, Political Science and Government
Ana Pierro Ana Pierro's Pershing Experience July 2007 - July 2012
Job Legal Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase July 2012 - August 2014
Pershing July 2007 - July 2012
McElroy, Deutsch, Mulvaney & Carpenter April 2006 - July 2007
Porzio, Bromberg & Newman January 2002 - June 2005
Porzio Pharmaceutical Services, LLC 2004 - 2005
Carella, Byrne, Bain 2001 - 2003
Skills
Fluent in Portuguese..., Working knowledge of..., Broker Dealer..., Excellent..., Legal Research, Westlaw, Litigation, Litigation Support, Civil Litigation, Legal Writing, Securities, Due Diligence, Corporate Governance, Licensing, Securities Regulation, Equities, Investment Banking, Legal Assistance, Legal Compliance, Banking, Financial Services, Dodd Frank Title VII, AML, Fixed Income, FINRA, Training, Financial Regulation, Document Review
Education
Kean University 1989 — 1991
Bachelor of Arts (B.A.)
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase July 2012 - August 2014
Pershing July 2007 - July 2012
McElroy, Deutsch, Mulvaney & Carpenter April 2006 - July 2007
Porzio, Bromberg & Newman January 2002 - June 2005
Porzio Pharmaceutical Services, LLC 2004 - 2005
Carella, Byrne, Bain 2001 - 2003
Skills
Fluent in Portuguese..., Working knowledge of..., Broker Dealer..., Excellent..., Legal Research, Westlaw, Litigation, Litigation Support, Civil Litigation, Legal Writing, Securities, Due Diligence, Corporate Governance, Licensing, Securities Regulation, Equities, Investment Banking, Legal Assistance, Legal Compliance, Banking, Financial Services, Dodd Frank Title VII, AML, Fixed Income, FINRA, Training, Financial Regulation, Document Review
Education
Kean University 1989 — 1991
Bachelor of Arts (B.A.)
Barry Paulus Barry Paulus's Pershing Experience February 1994 - February 1999
Job Mainframe Network Systems Programmer at Mutual of Omaha Modis Contractor
Industry Information Technology and Services
Experience
Mutual of Omaha -- Modis Contractor October 2014 - Present
NCR / IT FIELDSOLUTIONS April 2011 - October 2014
Depository Trust CC December 2013 - May 2014
Blue Cross/Blue Shield of SC October 2007 - April 2011
IT POMEROY - FIELD SOLUTIONS - TECHNICIAN BUREAU August 2006 - October 2007
Merrill Lynch Corporation February 1999 - September 2005
Pershing February 1994 - February 1999
European American Bank July 1985 - August 1993
The Chase Manhattan Bank July 1983 - June 1985
European American Bank September 1980 - July 1983
Skills
Disaster Recovery, TCP/IP, FTP, Troubleshooting, Unix, Visio, Software Installation, MVS, Hardware, TSO, ISPF, Mainframe, Microsoft Office, BMC Remedy, NDM, Testing, Windows, Fileaid, REXX, Computer Hardware, z/OS, Cisco Technologies, Systems Analysis, SMP/E, JES2, VTAM, JCL, RACF, IBM Utilities, CLIST, Outlook, IBM Mainframe, Network Programming, Computer Architecture, Data Communication, VSV/VIPS, TPX, ENDEAVOR, Netview, SDSF, VSAM, Endevor, Excel, Connect:Direct, Routers, Supersessions, Microsoft Office Suites, PDSMAN
Education
AVTECH IT VOCATIONAL 2009 — 2010
CCNA/CCNP COURSE OVERVIEW
CW Post 1984 — 1986
computer science
NY Institute of technology 1978 — 1980
computer science
Laguardia Community College 1972 — 1974
A.A.S, Computer Science
Mutual of Omaha -- Modis Contractor October 2014 - Present
NCR / IT FIELDSOLUTIONS April 2011 - October 2014
Depository Trust CC December 2013 - May 2014
Blue Cross/Blue Shield of SC October 2007 - April 2011
IT POMEROY - FIELD SOLUTIONS - TECHNICIAN BUREAU August 2006 - October 2007
Merrill Lynch Corporation February 1999 - September 2005
Pershing February 1994 - February 1999
European American Bank July 1985 - August 1993
The Chase Manhattan Bank July 1983 - June 1985
European American Bank September 1980 - July 1983
Skills
Disaster Recovery, TCP/IP, FTP, Troubleshooting, Unix, Visio, Software Installation, MVS, Hardware, TSO, ISPF, Mainframe, Microsoft Office, BMC Remedy, NDM, Testing, Windows, Fileaid, REXX, Computer Hardware, z/OS, Cisco Technologies, Systems Analysis, SMP/E, JES2, VTAM, JCL, RACF, IBM Utilities, CLIST, Outlook, IBM Mainframe, Network Programming, Computer Architecture, Data Communication, VSV/VIPS, TPX, ENDEAVOR, Netview, SDSF, VSAM, Endevor, Excel, Connect:Direct, Routers, Supersessions, Microsoft Office Suites, PDSMAN
Education
AVTECH IT VOCATIONAL 2009 — 2010
CCNA/CCNP COURSE OVERVIEW
CW Post 1984 — 1986
computer science
NY Institute of technology 1978 — 1980
computer science
Laguardia Community College 1972 — 1974
A.A.S, Computer Science
Barry Kaplan Barry Kaplan's Pershing Experience December 2007 - October 2008
Job Attorney at Self
Industry Legal Services
Experience
Self February 2012 - Present
Quinn Emanuel October 2011 - June 2012
Sullivan & Cromwell August 2011 - September 2011
Davis Polk & Wardwell LLP June 2011 - August 2011
Eckert Seamans October 2009 - June 2011
Self-Employed October 2008 - October 2009
Gibson, Dunn & Crutcher LLP 2009 - 2009
Pershing December 2007 - October 2008
The M&A Advisor LLC October 2004 - February 2007
ABN AMRO Securities September 1999 - November 2001
Skills
French, German, Dutch, Portuguese, Spanish, Trademarks, International Law, Corporate Law, Mergers & Acquisitions, Securities Litigation, Legal Research, Litigation, Corporate Governance, Legal Writing, Document Review
Education
New York Law School 1979 — 1982
JD, Law
Yale University 1970 — 1973
MA, History of Art
Rice University 1966 — 1970
BA, History of Art
Self February 2012 - Present
Quinn Emanuel October 2011 - June 2012
Sullivan & Cromwell August 2011 - September 2011
Davis Polk & Wardwell LLP June 2011 - August 2011
Eckert Seamans October 2009 - June 2011
Self-Employed October 2008 - October 2009
Gibson, Dunn & Crutcher LLP 2009 - 2009
Pershing December 2007 - October 2008
The M&A Advisor LLC October 2004 - February 2007
ABN AMRO Securities September 1999 - November 2001
Skills
French, German, Dutch, Portuguese, Spanish, Trademarks, International Law, Corporate Law, Mergers & Acquisitions, Securities Litigation, Legal Research, Litigation, Corporate Governance, Legal Writing, Document Review
Education
New York Law School 1979 — 1982
JD, Law
Yale University 1970 — 1973
MA, History of Art
Rice University 1966 — 1970
BA, History of Art
Kara McCoy Kara McCoy's Pershing Experience August 2002 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
AR Masonry October 2007 - Present
Pershing August 2002 - October 2007
Pershing June 2000 - August 2002
Pershing June 1999 - June 2000
Skills
Equities, Trading
Education
Monmouth University 1994 — 1999
Bachelor of Arts, Communications Public Relations/Journalism
AR Masonry October 2007 - Present
Pershing August 2002 - October 2007
Pershing June 2000 - August 2002
Pershing June 1999 - June 2000
Skills
Equities, Trading
Education
Monmouth University 1994 — 1999
Bachelor of Arts, Communications Public Relations/Journalism
Bernard Bob Frize Bernard Bob Frize's Pershing Experience April 1996 - January 2007
Job CCO Outsourced Consultant
Industry Financial Services
Experience
Alaric Compliance Services, LLC September 2007 - Present
Businessedge Solutions January 2007 - June 2007
Pershing April 1996 - January 2007
Skills
Financial Services, Broker-Dealer, Investments, Hedge Funds, Options, Trading, Accounting, Mutual Funds, Best Execution, Capital Markets, Equities, Fund Of Funds, Fixed Income, Alternative Investments
Education
Manhattan College
Archbishop Stepinac High School 1982 — 1986
Sacred Heart- Dobbs Ferry
Alaric Compliance Services, LLC September 2007 - Present
Businessedge Solutions January 2007 - June 2007
Pershing April 1996 - January 2007
Skills
Financial Services, Broker-Dealer, Investments, Hedge Funds, Options, Trading, Accounting, Mutual Funds, Best Execution, Capital Markets, Equities, Fund Of Funds, Fixed Income, Alternative Investments
Education
Manhattan College
Archbishop Stepinac High School 1982 — 1986
Sacred Heart- Dobbs Ferry
Renee Hemery Renee Hemery's Pershing Experience May 2012 - July 2014
Job Senior Business Analyst at IMS Health
Industry Computer Software
Experience
IMS Health October 2015 - Present
The American College July 2014 - July 2015
Pershing May 2012 - July 2014
GMAC ResCap January 2011 - May 2012
Dollar Financial Group November 2009 - February 2011
Radian August 2008 - June 2009
SEI Investments August 2007 - June 2008
IKON Office Solutions September 2006 - August 2007
Izilla March 2001 - August 2006
EDS Australia June 2000 - December 2000
Skills
Business Process..., Business Process, Agile Methodologies, Business Intelligence, SDLC, Business Analysis, SharePoint, Enterprise Software, CRM, Integration, Data Warehousing
Education
Lock Haven University of Pennsylvania 1981 — 1985
BS, Mathematical Computer Science
IMS Health October 2015 - Present
The American College July 2014 - July 2015
Pershing May 2012 - July 2014
GMAC ResCap January 2011 - May 2012
Dollar Financial Group November 2009 - February 2011
Radian August 2008 - June 2009
SEI Investments August 2007 - June 2008
IKON Office Solutions September 2006 - August 2007
Izilla March 2001 - August 2006
EDS Australia June 2000 - December 2000
Skills
Business Process..., Business Process, Agile Methodologies, Business Intelligence, SDLC, Business Analysis, SharePoint, Enterprise Software, CRM, Integration, Data Warehousing
Education
Lock Haven University of Pennsylvania 1981 — 1985
BS, Mathematical Computer Science
Ken Wanemba Ken Wanemba's Pershing Experience June 2008 - August 2010
Job Lead Data Analyst Enterprise Risk Management
Industry Financial Services
Experience
DTCC April 2012 - Present
Bank of America August 2010 - April 2012
Pershing June 2008 - August 2010
JPMorgan Chase January 2008 - June 2008
Chase Home Finance January 2002 - December 2007
Skills
Business Intelligence, ETL, Business Objects, Data Warehousing, Requirements Gathering, Microsoft SQL Server, CRM, Access, SQL, User Acceptance Testing, Cognos, Data Governance, Data Mining, Data Analysis, Data Quality, Business Analysis, Project Management, Oracle
Education
St. Peter's College 2009 — 2009
Management Information Systems
Rutgers University-New Brunswick 2003 — 2006
BA, Economics
Middlesex County College 1999 — 2002
Associate, Computer Science and MIS
DTCC April 2012 - Present
Bank of America August 2010 - April 2012
Pershing June 2008 - August 2010
JPMorgan Chase January 2008 - June 2008
Chase Home Finance January 2002 - December 2007
Skills
Business Intelligence, ETL, Business Objects, Data Warehousing, Requirements Gathering, Microsoft SQL Server, CRM, Access, SQL, User Acceptance Testing, Cognos, Data Governance, Data Mining, Data Analysis, Data Quality, Business Analysis, Project Management, Oracle
Education
St. Peter's College 2009 — 2009
Management Information Systems
Rutgers University-New Brunswick 2003 — 2006
BA, Economics
Middlesex County College 1999 — 2002
Associate, Computer Science and MIS
John Lindquist John Lindquist's Pershing Experience June 1986 - June 1987
Job Branch Manager and Owner at International Fixed Income, LLC/NorthView Investment Banking Group
Industry Financial Services
Experience
International Fixed Income, LLC/NorthView Investment Banking Group March 2014 - Present
IFI Capital Group May 2013 - Present
International Fixed Income, LLC May 2012 - March 2014
Woodstock Financial Group, Inc. September 2010 - May 2012
Artesian Claims Group October 2010 - March 2012
APS Financial Corporation 1991 - 2010
Gruntal & Co July 1990 - July 1991
Shearson Lehman Brothers July 1987 - June 1990
Pershing June 1986 - June 1987
Skills
Options, Fixed Income, Financial Services, Credit, Trading, Investments, Securities, Bonds, Series 7, Portfolio Management, Equities, Bloomberg, Series 63, Finance, Financial Modeling, Funding, Wealth Management, Private Equity, Mutual Funds, FINRA, Loans, Alternative Investments, Investment Strategies, Financial Markets, Financial Advisory, Asset Management, Capital Markets, Investment Banking, Financial Risk, Financial Analysis, Investment Advisory, Hedge Funds, Risk Management, Asset Allocation, Series 24, Structured Products, Valuation, ETFs, Derivatives
Education
New York Institute of Finance 1987 — 1988
NA, Brokerage, Options
Iona College 1982 — 1986
BBA, Finance
Bergen Catholic H.S. 1978 — 1982
High School
International Fixed Income, LLC/NorthView Investment Banking Group March 2014 - Present
IFI Capital Group May 2013 - Present
International Fixed Income, LLC May 2012 - March 2014
Woodstock Financial Group, Inc. September 2010 - May 2012
Artesian Claims Group October 2010 - March 2012
APS Financial Corporation 1991 - 2010
Gruntal & Co July 1990 - July 1991
Shearson Lehman Brothers July 1987 - June 1990
Pershing June 1986 - June 1987
Skills
Options, Fixed Income, Financial Services, Credit, Trading, Investments, Securities, Bonds, Series 7, Portfolio Management, Equities, Bloomberg, Series 63, Finance, Financial Modeling, Funding, Wealth Management, Private Equity, Mutual Funds, FINRA, Loans, Alternative Investments, Investment Strategies, Financial Markets, Financial Advisory, Asset Management, Capital Markets, Investment Banking, Financial Risk, Financial Analysis, Investment Advisory, Hedge Funds, Risk Management, Asset Allocation, Series 24, Structured Products, Valuation, ETFs, Derivatives
Education
New York Institute of Finance 1987 — 1988
NA, Brokerage, Options
Iona College 1982 — 1986
BBA, Finance
Bergen Catholic H.S. 1978 — 1982
High School
Jay Heller Jay Heller's Pershing Experience July 2002 - May 2005
Job Head of IPO Execution Team & Capital Markets
Industry Financial Services
Experience
NASDAQ OMX Group February 2008 - Present
American Capital Partners May 2005 - February 2008
Pershing July 2002 - May 2005
NDB Capital Markets / Deutsche Bank 1999 - June 2002
Allmerica Investments, Inc. 1994 - 2000
Skills
Investments, Financial Markets, Trading, Investment Banking, Securities, Investment Strategies, Asset Allocation, Banking, Finance, Capital Markets, Equities, Management, Private Equity, Hedge Funds, Business Intelligence, Venture Capital, Alternative Investments, Series 7, Mergers, Investor Relations, Public Speaking, Mergers & Acquisitions, Equity Trading, Derivatives, IPO
Education
Kean University 1990 — 1994
B.S., Management Science & Economics
Monroe Township High School 1986 — 1990
NASDAQ OMX Group February 2008 - Present
American Capital Partners May 2005 - February 2008
Pershing July 2002 - May 2005
NDB Capital Markets / Deutsche Bank 1999 - June 2002
Allmerica Investments, Inc. 1994 - 2000
Skills
Investments, Financial Markets, Trading, Investment Banking, Securities, Investment Strategies, Asset Allocation, Banking, Finance, Capital Markets, Equities, Management, Private Equity, Hedge Funds, Business Intelligence, Venture Capital, Alternative Investments, Series 7, Mergers, Investor Relations, Public Speaking, Mergers & Acquisitions, Equity Trading, Derivatives, IPO
Education
Kean University 1990 — 1994
B.S., Management Science & Economics
Monroe Township High School 1986 — 1990
Brian Trost's Pershing Experience 2007 - 2013
Job Operations Supervisor Trading at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2013 - Present
Pershing 2007 - 2013
Pershing 2006 - 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Equities, Fixed Income, Investments, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., Risk Management, Microsoft Excel, Outlook, PowerPoint, Business Analysis, Microsoft Office, Customer Service, Microsoft Word
Education
La Salle University 2008 — 2010
Master of Business Administration (M.B.A.)
La Salle University 2002 — 2006
BS, Finance and Management, Cum Laude
Pershing, a BNY Mellon company 2013 - Present
Pershing 2007 - 2013
Pershing 2006 - 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Equities, Fixed Income, Investments, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., Risk Management, Microsoft Excel, Outlook, PowerPoint, Business Analysis, Microsoft Office, Customer Service, Microsoft Word
Education
La Salle University 2008 — 2010
Master of Business Administration (M.B.A.)
La Salle University 2002 — 2006
BS, Finance and Management, Cum Laude
Bill Kunzler Bill Kunzler's Pershing Experience June 1992 - May 1998
Job Senior Network Analyst at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon June 1992 - Present
Pershing June 1992 - May 1998
NASDAQ 1988 - 1992
Skills
Disaster Recovery, Networking, Data Center, ITIL, Vendor Management, Business Continuity, IT Management, IT Strategy, Active Directory, SDLC, Windows Server, Network Security, Cisco Technologies, Servers, Virtualization, Information Security
Education
Manhattan College 1984 — 1990
Bank of New York Mellon June 1992 - Present
Pershing June 1992 - May 1998
NASDAQ 1988 - 1992
Skills
Disaster Recovery, Networking, Data Center, ITIL, Vendor Management, Business Continuity, IT Management, IT Strategy, Active Directory, SDLC, Windows Server, Network Security, Cisco Technologies, Servers, Virtualization, Information Security
Education
Manhattan College 1984 — 1990
Tavares Johnson Tavares Johnson's Pershing Experience March 2000 - August 2005
Job President at TLJ Ministries
Industry Music
Experience
TLJ Ministries January 2015 - Present
KB Crew, Productions May 2008 - July 2010
Jersey City Board of Education March 2006 - October 2009
Pershing March 2000 - August 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Strategic Planning, Human Resources, Graphic Design, Public Speaking, Outlook, Social Networking, Event Planning, Social Media, Nonprofits, PowerPoint, Teaching, Community Outreach, Team Building, Leadership, Leadership Development, Research, Public Relations, Event Management, Management
Education
Liberty University 2013 — 2015
Bachelor of Science (BS), Counseling Psychology
Everest University 2007 — 2009
Business Management, Management
TLJ Ministries January 2015 - Present
KB Crew, Productions May 2008 - July 2010
Jersey City Board of Education March 2006 - October 2009
Pershing March 2000 - August 2005
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Access, Strategic Planning, Human Resources, Graphic Design, Public Speaking, Outlook, Social Networking, Event Planning, Social Media, Nonprofits, PowerPoint, Teaching, Community Outreach, Team Building, Leadership, Leadership Development, Research, Public Relations, Event Management, Management
Education
Liberty University 2013 — 2015
Bachelor of Science (BS), Counseling Psychology
Everest University 2007 — 2009
Business Management, Management
Aaron McKissick Aaron McKissick's Pershing Experience November 1992 - September 1996
Job Contractor at Independent Consultant
Industry Financial Services
Experience
Independent Consultant March 2012 - Present
Kforce Inc February 2015 - April 2015
The Training Associates March 2012 - January 2013
New York Life Insurance Company June 2011 - May 2012
BNY Mellon 2006 - 2008
Bear Stearns September 1996 - July 2006
Pershing November 1992 - September 1996
Fiduciary Trust Co. International February 1991 - October 1992
Invest- Investment Services for America October 1987 - February 1990
Skills
Securities, Mutual Funds, Equities, Fixed Income, Wealth Management, Hedge Funds, Relationship Management, AML, Derivatives, Bonds, Fixed Annuities, Financial Services, Analysis, Banking, Capital Markets, Corporate Actions, Credit, FINRA, Finance, Insurance, Leadership, Mergers & Acquisitions, Options, Settlement, Portfolio Management, Trading, Training
Education
New York Institute of Technology 1983 — 1986
Communication Arts
Norfolk State University 1981 — 1982
Mass Communications
Independent Consultant March 2012 - Present
Kforce Inc February 2015 - April 2015
The Training Associates March 2012 - January 2013
New York Life Insurance Company June 2011 - May 2012
BNY Mellon 2006 - 2008
Bear Stearns September 1996 - July 2006
Pershing November 1992 - September 1996
Fiduciary Trust Co. International February 1991 - October 1992
Invest- Investment Services for America October 1987 - February 1990
Skills
Securities, Mutual Funds, Equities, Fixed Income, Wealth Management, Hedge Funds, Relationship Management, AML, Derivatives, Bonds, Fixed Annuities, Financial Services, Analysis, Banking, Capital Markets, Corporate Actions, Credit, FINRA, Finance, Insurance, Leadership, Mergers & Acquisitions, Options, Settlement, Portfolio Management, Trading, Training
Education
New York Institute of Technology 1983 — 1986
Communication Arts
Norfolk State University 1981 — 1982
Mass Communications
Rosanne Dolan, MBA, RPA Rosanne Dolan, MBA, RPA's Pershing Experience March 1986 - December 1987
Job Director, Stable Value Investments Marketing
Industry Financial Services
Experience
RC Squared Consulting January 2013 - June 2015
MetLife October 2008 - July 2012
MetLife July 2006 - October 2008
Aberdeen Asset Management January 2001 - July 2005
Aberdeen Asset Management February 1999 - July 2005
SGI LLC September 1998 - February 1999
Exeter Ltd. August 1989 - August 1998
Shearson Lehman November 1988 - July 1989
Pershing March 1986 - December 1987
Skills
Retirement Plans..., FINRA Series 6, Mutual Funds, Series 7, Insurance, Relationship Management, 401k, Financial Services, Series 63, Pensions, Retirement, Retirement Planning, Marketing Communications, Asset Allocation, Marketing Strategy, Defined Benefit, Marketing, Fixed Annuities, Investments, Wealth Management, Product Marketing, Portfolio Management, Copy Editing, Life Insurance, Sales
Education
Fairleigh Dickinson University-Florham Campus
MBA
Ithaca College
BS
Paul VI Regional High School
RC Squared Consulting January 2013 - June 2015
MetLife October 2008 - July 2012
MetLife July 2006 - October 2008
Aberdeen Asset Management January 2001 - July 2005
Aberdeen Asset Management February 1999 - July 2005
SGI LLC September 1998 - February 1999
Exeter Ltd. August 1989 - August 1998
Shearson Lehman November 1988 - July 1989
Pershing March 1986 - December 1987
Skills
Retirement Plans..., FINRA Series 6, Mutual Funds, Series 7, Insurance, Relationship Management, 401k, Financial Services, Series 63, Pensions, Retirement, Retirement Planning, Marketing Communications, Asset Allocation, Marketing Strategy, Defined Benefit, Marketing, Fixed Annuities, Investments, Wealth Management, Product Marketing, Portfolio Management, Copy Editing, Life Insurance, Sales
Education
Fairleigh Dickinson University-Florham Campus
MBA
Ithaca College
BS
Paul VI Regional High School
Rachit Jain Rachit Jain's Pershing Experience July 2011 - August 2014
Job Senior Financial Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Pershing July 2011 - August 2014
BNY Mellon Pershing LLC July 2010 - July 2011
Freelance June 2005 - July 2011
Center for Appellate Litigation September 2008 - August 2009
Strategic Wealth Management, LLC December 2007 - May 2008
Digital Force Inc February 2007 - June 2007
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Sales Management, Customer Retention, Entrepreneurship, Inventory Management, Analysis, Strategy, Leadership, Mergers & Acquisitions, Accounting, Finance, Strategic Financial...
Education
Macaulay Honors College at The City University of New York 2006 — 2010
B.B.A., Finance
RBC Capital Markets August 2014 - Present
Pershing July 2011 - August 2014
BNY Mellon Pershing LLC July 2010 - July 2011
Freelance June 2005 - July 2011
Center for Appellate Litigation September 2008 - August 2009
Strategic Wealth Management, LLC December 2007 - May 2008
Digital Force Inc February 2007 - June 2007
Skills
Financial Analysis, Financial Modeling, Investments, Valuation, Sales Management, Customer Retention, Entrepreneurship, Inventory Management, Analysis, Strategy, Leadership, Mergers & Acquisitions, Accounting, Finance, Strategic Financial...
Education
Macaulay Honors College at The City University of New York 2006 — 2010
B.B.A., Finance
Russell Jackson Russell Jackson's Pershing Experience June 1985 - October 1987
Job DTC Analyst at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Citigroup September 2009 - February 2012
Citigroup September 2004 - September 2009
Citi 1998 - 2004
Citigroup July 1992 - June 1998
Citigroup August 1989 - June 1992
Drexel Burnham Lambert October 1987 - August 1989
Pershing June 1985 - October 1987
Skills
Equities, Back Office, Settlements, Fixed Income, Securities, Bloomberg, Middle Office, Transfer Agency, Supervising, Research, Break Reconilation, Problem Solving, Break, Settlement, DTC, Euroclear, Prime Brokerage, Bonds, Options, Derivatives, Finance, Trading, Corporate Actions, Capital Markets, Financial Services
Education
LIU Brooklyn 1990 — 1994
M.B.A., Finance
Pace University - Lubin School of Business 1986 — 1989
B.B.A., Management
Citigroup September 2009 - February 2012
Citigroup September 2004 - September 2009
Citi 1998 - 2004
Citigroup July 1992 - June 1998
Citigroup August 1989 - June 1992
Drexel Burnham Lambert October 1987 - August 1989
Pershing June 1985 - October 1987
Skills
Equities, Back Office, Settlements, Fixed Income, Securities, Bloomberg, Middle Office, Transfer Agency, Supervising, Research, Break Reconilation, Problem Solving, Break, Settlement, DTC, Euroclear, Prime Brokerage, Bonds, Options, Derivatives, Finance, Trading, Corporate Actions, Capital Markets, Financial Services
Education
LIU Brooklyn 1990 — 1994
M.B.A., Finance
Pace University - Lubin School of Business 1986 — 1989
B.B.A., Management
Kavitha Parthasarathy Kavitha Parthasarathy's Pershing Experience April 2005 - March 2007
Job Sr.Technical Analyst at SEDC
Industry Banking
Experience
SEDC January 2012 - Present
Blue Cross Blue Shield of Kansas February 2011 - November 2011
Wachovia, A Wells Fargo Company July 2009 - January 2011
Security Service Federal Credit Union September 2008 - July 2009
Verizon May 2007 - August 2008
Pershing April 2005 - March 2007
Pershing October 2003 - March 2005
Skills
Banking, TSO, Retail, CICS, Requirements Analysis, Healthcare, COBOL, XML, SDLC, Software Development, SOA, PL/SQL, Business Analysis, Oracle
Education
University of Madras 2000 — 2003
MCA, Computer Science
Madurai Kamaraj University 1996 — 1999
BSc, Mathematics
SEDC January 2012 - Present
Blue Cross Blue Shield of Kansas February 2011 - November 2011
Wachovia, A Wells Fargo Company July 2009 - January 2011
Security Service Federal Credit Union September 2008 - July 2009
Verizon May 2007 - August 2008
Pershing April 2005 - March 2007
Pershing October 2003 - March 2005
Skills
Banking, TSO, Retail, CICS, Requirements Analysis, Healthcare, COBOL, XML, SDLC, Software Development, SOA, PL/SQL, Business Analysis, Oracle
Education
University of Madras 2000 — 2003
MCA, Computer Science
Madurai Kamaraj University 1996 — 1999
BSc, Mathematics
Bill Dalton's Pershing Experience July 2009 - March 2010
Job Assistant Vice President Business Development at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions June 2013 - Present
Pershing Advisor Solutions August 2011 - June 2013
Pershing Advisor Solutions March 2010 - August 2011
Pershing July 2009 - March 2010
Skills
Investments, Financial Services, Series 7, Securities, Series 63, Wealth Management, Financial Markets, Financial Advisory, Microsoft Excel, Asset Management, Portfolio Management, Customer Service, Finance, Alternative Investments, Investment Advisory, Business Development, Capital Markets, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Muhlenberg College 2005 — 2009
BA, Finance and Business Administration
Sparta High School 2001 — 2005
Pershing Advisor Solutions June 2013 - Present
Pershing Advisor Solutions August 2011 - June 2013
Pershing Advisor Solutions March 2010 - August 2011
Pershing July 2009 - March 2010
Skills
Investments, Financial Services, Series 7, Securities, Series 63, Wealth Management, Financial Markets, Financial Advisory, Microsoft Excel, Asset Management, Portfolio Management, Customer Service, Finance, Alternative Investments, Investment Advisory, Business Development, Capital Markets, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Muhlenberg College 2005 — 2009
BA, Finance and Business Administration
Sparta High School 2001 — 2005
Jeff Gendel Jeff Gendel's Pershing Experience 1989 - 1998
Job Managing Director at Gen II Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
Gen II Fund Services, LLC March 2014 - Present
PEI Media 2003 - February 2014
Pershing 1989 - 1998
Education
Lehigh University 1985 — 1989
Lehigh University - College of Business and Economics 1985 — 1989
Finance
New Providence High School 1981 — 1985
Gen II Fund Services, LLC March 2014 - Present
PEI Media 2003 - February 2014
Pershing 1989 - 1998
Education
Lehigh University 1985 — 1989
Lehigh University - College of Business and Economics 1985 — 1989
Finance
New Providence High School 1981 — 1985
Kevin Rooney Kevin Rooney's Pershing Experience September 1998 - December 2011
Job Leadership, Learning & Diversity Consultant at Bloomberg
Industry Financial Services
Experience
Bloomberg December 2011 - Present
Pershing September 1998 - December 2011
Alliance Capital December 1997 - September 1998
Frigidaire April 1995 - August 1997
Reckitt & Colman March 1991 - April 1995
Skills
Organizational..., Leadership Development, Training, Talent Management, Executive Management, Performance Management, Organizational..., Strategy, Project Management, Human Resources, Vendor Management, Workshop Facilitation, Coaching, Management, Program Management, Staff Development, Project Planning, Leadership, Employee Relations, Strategic Planning, Change Management, Employee Engagement, Cross-functional Team..., Management Consulting, Negotiation, Team Building, Succession Planning, Strategic Partnerships
Education
Montclair State University
Bachelor of Arts, Communication Studies
Bloomberg December 2011 - Present
Pershing September 1998 - December 2011
Alliance Capital December 1997 - September 1998
Frigidaire April 1995 - August 1997
Reckitt & Colman March 1991 - April 1995
Skills
Organizational..., Leadership Development, Training, Talent Management, Executive Management, Performance Management, Organizational..., Strategy, Project Management, Human Resources, Vendor Management, Workshop Facilitation, Coaching, Management, Program Management, Staff Development, Project Planning, Leadership, Employee Relations, Strategic Planning, Change Management, Employee Engagement, Cross-functional Team..., Management Consulting, Negotiation, Team Building, Succession Planning, Strategic Partnerships
Education
Montclair State University
Bachelor of Arts, Communication Studies
Caroline Bowker's Pershing Experience September 2003 - August 2005
Job Manager Risk, Controls and Best Practise at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2014 - Present
Franklin Templeton Investments December 2011 - July 2014
Franklin Templeton Investments October 2009 - November 2011
Franklin Templeton Group May 2006 - October 2009
Pershing September 2003 - August 2005
Pershing December 1999 - August 2003
Skills
Business Analysis, Requirements Gathering, PeopleSoft, Business Requirements, Change Management, Visio, User Acceptance Testing, MS Project, Requirements Analysis, Process Improvement, Project Planning, Project Implementation, Project Execution, Certified Project..., PMP, Team Leadership, Global Operations, Vendor Management, Project Portfolio..., PMO, SharePoint, Project Delivery, Software Project..., Project Management, SDLC, Risk Management, Testing, Business Process...
Education
Lancaster University 1996 — 1999
BA (Hons), Sociology
St Bedes
Franklin Templeton Investments August 2014 - Present
Franklin Templeton Investments December 2011 - July 2014
Franklin Templeton Investments October 2009 - November 2011
Franklin Templeton Group May 2006 - October 2009
Pershing September 2003 - August 2005
Pershing December 1999 - August 2003
Skills
Business Analysis, Requirements Gathering, PeopleSoft, Business Requirements, Change Management, Visio, User Acceptance Testing, MS Project, Requirements Analysis, Process Improvement, Project Planning, Project Implementation, Project Execution, Certified Project..., PMP, Team Leadership, Global Operations, Vendor Management, Project Portfolio..., PMO, SharePoint, Project Delivery, Software Project..., Project Management, SDLC, Risk Management, Testing, Business Process...
Education
Lancaster University 1996 — 1999
BA (Hons), Sociology
St Bedes
Renee Gatz Renee Gatz's Pershing Experience November 1993 - July 1998
Job Corporate Vice President at New York Life, Eagle Strategies
Industry Financial Services
Experience
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
New York Life, Eagle Strategies, LLC October 2014 - Present
Barclays Wealth May 2011 - September 2013
Fiserv February 2007 - May 2011
Merrill Lynch December 2003 - February 2007
Prudential Financial January 2003 - June 2003
MetLife Financial Services July 2001 - November 2001
Buck Consultants International July 1998 - July 2000
Pershing November 1993 - July 1998
Skills
Marketing Communications, Strategy, Internal Communications, Direct Marketing, Business Development, Corporate Communications, Integrated Marketing, Advertising, Management, Digital Media, Budgets, Marketing, Analysis, Leadership, Financial Services, Business Strategy, Sales, Social Media, Email Marketing, Online Marketing, CRM, Digital Marketing, Product Marketing, Marketing Management, Strategic Partnerships, Market Research, Lead Generation, Social Media Marketing, Marketing Strategy, Online Advertising, Public Relations, Competitive Analysis, Brand Development, Product Management, SEO, E-commerce, Digital Strategy, B2B, Analytics, SEM, Strategic Communications, Salesforce.com, Social Networking, Brand Management, Content Management, Entrepreneurship, Web Analytics, Start-ups, Market Analysis, Copywriting
Education
St. Peter's College 1994 — 1998
Bachelor's degree, Business Management
Middlesex County College
Associate's degree, Business Administration
Keith Garcia Keith Garcia's Pershing Experience January 2012 - Present
Job VP Product Strategy Management and Development
Industry Financial Services
Experience
Pershing January 2012 - Present
Pershing August 2010 - June 2012
TD Ameritrade March 2006 - August 2010
Pershing December 1992 - March 2006
Education
Monmouth University
Business
Pershing January 2012 - Present
Pershing August 2010 - June 2012
TD Ameritrade March 2006 - August 2010
Pershing December 1992 - March 2006
Education
Monmouth University
Business
Frank Margiotto Frank Margiotto's Pershing Experience April 2007 - April 2009
Job VP, Relationship Manager at Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Schwab Advisor Services at Charles Schwab - Formerly Schwab Institutional Trading April 2009 - March 2015
Pershing April 2007 - April 2009
UBS Investment Bank July 2006 - April 2007
Barclays Capital 2005 - 2006
Merrill Lynch 2002 - 2005
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Fidelity Investments March 2015 - Present
Schwab Advisor Services at Charles Schwab - Formerly Schwab Institutional Trading April 2009 - March 2015
Pershing April 2007 - April 2009
UBS Investment Bank July 2006 - April 2007
Barclays Capital 2005 - 2006
Merrill Lynch 2002 - 2005
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance
Matthew Zaverucha Matthew Zaverucha's Pershing Experience June 2010 - August 2010
Job Real Estate Investment Analyst
Industry Investment Management
Experience
4M Properties June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - June 2014
Baldrige Asset Management September 2011 - May 2012
State Street September 2011 - April 2012
State Street June 2011 - August 2011
Pershing June 2010 - August 2010
Skills
Business Analysis, Emerging Markets, Facebook, Analytics, Economics, PowerPoint, Microsoft Office, Corporate Finance, Qualitative Research, Microsoft Word, Financial Services, Market Research, Data Analysis, Research, Access, Financial Statement..., Salesforce.com, Private Placements, Fixed Income Analysis, Fundraising
Education
Muhlenberg College 2008 — 2012
Bachelor of the Arts, Economics & Finance
Maastricht University 2011 — 2011
Study Abroad, Economics
Tabor Academy 2006 — 2008
4M Properties June 2014 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - June 2014
Baldrige Asset Management September 2011 - May 2012
State Street September 2011 - April 2012
State Street June 2011 - August 2011
Pershing June 2010 - August 2010
Skills
Business Analysis, Emerging Markets, Facebook, Analytics, Economics, PowerPoint, Microsoft Office, Corporate Finance, Qualitative Research, Microsoft Word, Financial Services, Market Research, Data Analysis, Research, Access, Financial Statement..., Salesforce.com, Private Placements, Fixed Income Analysis, Fundraising
Education
Muhlenberg College 2008 — 2012
Bachelor of the Arts, Economics & Finance
Maastricht University 2011 — 2011
Study Abroad, Economics
Tabor Academy 2006 — 2008
Robert Maranzano Robert Maranzano's Pershing Experience June 2008 - December 2008
Job AVP at Jefferies LLC
Industry Financial Services
Experience
Jefferies & Company August 2009 - Present
Pershing June 2008 - December 2008
Cantor Fitzgerald July 2007 - March 2008
Fortis Securities LLC March 2007 - July 2007
US Clearing Corporation September 1984 - March 2007
Dean Witter September 1978 - February 1984
White, Weld & Co. June 1977 - September 1978
Skills
Back Office, Corporate Actions, Finance, Financial Services, Fixed Income, Securities, Settlement, Account Reconciliation, Equities, Bloomberg, General Ledger, Accounts Payable, Financial Reporting, Asset, Bonds, Hedge Funds, Series 7, Securities Lending, Prime Brokerage, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
SIA Program Studies
Pace University 1977 — 1977
accounting
Kingsborough Community College 1975 — 1976
accounting
Jefferies & Company August 2009 - Present
Pershing June 2008 - December 2008
Cantor Fitzgerald July 2007 - March 2008
Fortis Securities LLC March 2007 - July 2007
US Clearing Corporation September 1984 - March 2007
Dean Witter September 1978 - February 1984
White, Weld & Co. June 1977 - September 1978
Skills
Back Office, Corporate Actions, Finance, Financial Services, Fixed Income, Securities, Settlement, Account Reconciliation, Equities, Bloomberg, General Ledger, Accounts Payable, Financial Reporting, Asset, Bonds, Hedge Funds, Series 7, Securities Lending, Prime Brokerage, Capital Markets, Derivatives
Education
University of Pennsylvania - The Wharton School 1997 — 1999
SIA Program Studies
Pace University 1977 — 1977
accounting
Kingsborough Community College 1975 — 1976
accounting
Noelle Treanor - Shuhet Noelle Treanor - Shuhet's Pershing Experience September 2000 - February 2004
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2008 - June 2014
Morgan Stanley February 2004 - April 2008
Pershing September 2000 - February 2004
New York Mercantile Exchange June 1998 - September 2000
Skills
Derivatives, Series 7, Risk Management, Hedge Funds, Securities, Equities
Education
Manhattan College 1994 — 1998
BS, Marketing & Finance
Goldman Sachs April 2008 - June 2014
Morgan Stanley February 2004 - April 2008
Pershing September 2000 - February 2004
New York Mercantile Exchange June 1998 - September 2000
Skills
Derivatives, Series 7, Risk Management, Hedge Funds, Securities, Equities
Education
Manhattan College 1994 — 1998
BS, Marketing & Finance
Tonia Allen Tonia Allen's Pershing Experience November 1993 - August 1998
Job Program Aide at Bowery Residents' Committee
Industry Events Services
Experience
Bowery Residents' Committee June 2014 - Present
Pinkberry Ventures, Inc April 2013 - December 2013
Seedco October 2012 - December 2012
Independent Contractor July 2012 - November 2012
Enterprise Rent-A-Car June 2011 - February 2012
Enterprise Rent-A-Car July 2006 - June 2011
Verizon Wireless August 1998 - September 2003
Pershing November 1993 - August 1998
Viacom August 1990 - November 1993
Morgan Stanley July 1983 - August 1990
Skills
Administrative..., Customer Service, Community Outreach, Microsoft Excel, Entrepreneurship, Events, Hospitality, Invoicing, Microsoft Office, PowerPoint, Strategic Planning, Relocation, Payroll, Training, Time Management, Marketing, Team Building, Hiring, Event Management, Leadership, Research, Sales, Management, Data Analysis, Recruiting, Public Speaking, Budgets, Advertising, Customer Satisfaction, Event Planning, Outlook, Public Relations, Retail, Access, Coaching, Social Networking, Microsoft Word
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Missouri College 2004 — 2005
Massage Therapy/Therapeutic Massage
Marymount Manhattan College 1982 — 1985
98 credits earned, Political Science and Government
Bowery Residents' Committee June 2014 - Present
Pinkberry Ventures, Inc April 2013 - December 2013
Seedco October 2012 - December 2012
Independent Contractor July 2012 - November 2012
Enterprise Rent-A-Car June 2011 - February 2012
Enterprise Rent-A-Car July 2006 - June 2011
Verizon Wireless August 1998 - September 2003
Pershing November 1993 - August 1998
Viacom August 1990 - November 1993
Morgan Stanley July 1983 - August 1990
Skills
Administrative..., Customer Service, Community Outreach, Microsoft Excel, Entrepreneurship, Events, Hospitality, Invoicing, Microsoft Office, PowerPoint, Strategic Planning, Relocation, Payroll, Training, Time Management, Marketing, Team Building, Hiring, Event Management, Leadership, Research, Sales, Management, Data Analysis, Recruiting, Public Speaking, Budgets, Advertising, Customer Satisfaction, Event Planning, Outlook, Public Relations, Retail, Access, Coaching, Social Networking, Microsoft Word
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Missouri College 2004 — 2005
Massage Therapy/Therapeutic Massage
Marymount Manhattan College 1982 — 1985
98 credits earned, Political Science and Government
Patrick Mangini Patrick Mangini's Pershing Experience December 2007 - November 2013
Job Service Team Manager, V.P. at Citigroup Global Market
Industry Financial Services
Experience
Citigroup Global Market December 2013 - Present
Pershing December 2007 - November 2013
Anzalone LLC April 2006 - November 2007
TD Ameritrade January 1999 - April 2006
Skills
Process Improvement, Risk Management, SDLC, Associate Engagement, Training, Business Analysis, Vendor Management, Visio, Banking, Change Management, Relationship Management, Management, Portfolio Management, Wealth Management
Education
Kingsborough Community College 1986 — 1988
Accounting and Business Adminstration
Citigroup Global Market December 2013 - Present
Pershing December 2007 - November 2013
Anzalone LLC April 2006 - November 2007
TD Ameritrade January 1999 - April 2006
Skills
Process Improvement, Risk Management, SDLC, Associate Engagement, Training, Business Analysis, Vendor Management, Visio, Banking, Change Management, Relationship Management, Management, Portfolio Management, Wealth Management
Education
Kingsborough Community College 1986 — 1988
Accounting and Business Adminstration
Bryant Lopez Bryant Lopez's Pershing Experience October 2010 - August 2011
Job Account Payable Associate at Sysco
Industry Financial Services
Experience
Sysco June 2015 - Present
TriAd Media Solutions, Inc. June 2013 - June 2015
Zale November 2012 - June 2013
adidas October 2011 - April 2013
Pershing October 2010 - August 2011
Hyatt Regency February 2010 - September 2010
Skills
Customer Service, Online Research, Microsoft Office, Leadership, Retail, Risk Management, Sales, Merchandising, Marketing, Retail Sales, Facebook, Management, CRM, Communication, Time Management, Social Media, Teamwork, Event Planning
Education
Saint Peter's University 2015 — 2017
Master of Business Administration (M.B.A.), Management
New Jersey City University 2011 — 2015
Bachelor's Degree, Finance, General, GPA: 3.45
Sysco June 2015 - Present
TriAd Media Solutions, Inc. June 2013 - June 2015
Zale November 2012 - June 2013
adidas October 2011 - April 2013
Pershing October 2010 - August 2011
Hyatt Regency February 2010 - September 2010
Skills
Customer Service, Online Research, Microsoft Office, Leadership, Retail, Risk Management, Sales, Merchandising, Marketing, Retail Sales, Facebook, Management, CRM, Communication, Time Management, Social Media, Teamwork, Event Planning
Education
Saint Peter's University 2015 — 2017
Master of Business Administration (M.B.A.), Management
New Jersey City University 2011 — 2015
Bachelor's Degree, Finance, General, GPA: 3.45
Daniel Deighan Daniel Deighan's Pershing Experience August 2012 - August 2012
Job Compensation Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Pershing, a BNY Mellon company June 2013 - November 2014
Pershing August 2012 - August 2012
UBS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds, Marketing, Social Media, Research, Financial Analysis, Customer Service, Finance
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Risk Management
Muhlenberg College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration, Political Science
Lakeland Regional High School 2005 — 2009
BNY Mellon November 2014 - Present
Pershing, a BNY Mellon company June 2013 - November 2014
Pershing August 2012 - August 2012
UBS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds, Marketing, Social Media, Research, Financial Analysis, Customer Service, Finance
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Risk Management
Muhlenberg College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration, Political Science
Lakeland Regional High School 2005 — 2009
Kelly Sudovar Kelly Sudovar's Pershing Experience June 2010 - April 2012
Job Lead Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
E*TRADE Financial Corporation April 2015 - Present
E*TRADE Financial April 2012 - April 2015
Pershing June 2010 - April 2012
AllianceBernstein Defined Contribution Investments August 2007 - June 2010
AllianceBernstein June 2002 - August 2007
AllianceBernstein August 1999 - June 2002
Putnam Investments June 1997 - August 1999
Skills
Investments, Pensions, 401k, Retirement, Series 6, Product Marketing, Marketing Strategy, Marketing Communications, Training
Education
Montclair State University 2003 — 2007
MBA, Marketing
Loyola University Maryland 1993 — 1997
BBA, Marketing
Georgetown Visitation 1989 — 1993
Dan Breau Dan Breau's Pershing Experience 2010 - 2011
Job Senior Financial Editor
Industry Financial Services
Experience
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
OPPENHEIMERFUNDS, INC 2012 - Present
Market Strategy & Communications June 2008 - May 2012
Pershing 2010 - 2011
Market Strategy & Communications 2008 - 2010
Market Strategy & Communications 2008 - 2010
Merrill Lynch February 2008 - June 2008
TIAA-CREF July 2007 - February 2008
Merrill Lynch March 2003 - May 2006
UBS July 2004 - March 2006
The Horah Group 1992 - 2003
Skills
Newsletters, Web Content, Advertising, Marketing Strategy, Brochures, Strategy, Marketing Communications, Direct Mail, Editing, Marketing, Direct Marketing, Management, Training, Corporate Communications, Content Development, Copy Editing, Social Networking, Strategic Communications, Creative Direction, Content Strategy, Financial Services, Internal Communications, Press Releases, Publishing, Alternative Investments, Integrated Marketing, Mutual Funds, Copywriting
Education
Monmouth University
B.A., Psychology
University of Illinois at Urbana-Champaign
M.A., English
Deidre Pavlis Deidre Pavlis's Pershing Experience November 1995 - June 1997
Job Accounts Payable Analyst at Assured Guaranty formerly Financial Security Assurance
Industry Financial Services
Experience
Assured Guaranty formerly Financial Security Assurance December 2007 - Present
Alfred Dunner June 2005 - December 2007
Arcelor June 1998 - June 2005
Pershing November 1995 - June 1997
Skills
General Ledger, Accounts Payable, PeopleSoft, Accounts Receivable, Microsoft Excel, Outlook, Sarbanes-Oxley Act
Education
Kean University
Assured Guaranty formerly Financial Security Assurance December 2007 - Present
Alfred Dunner June 2005 - December 2007
Arcelor June 1998 - June 2005
Pershing November 1995 - June 1997
Skills
General Ledger, Accounts Payable, PeopleSoft, Accounts Receivable, Microsoft Excel, Outlook, Sarbanes-Oxley Act
Education
Kean University
Nina Porfiris Nina Porfiris's Pershing Experience February 1997 - December 2014
Job VP Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing February 1997 - December 2014
Gruntal & Co., L.L.C January 1996 - February 1997
Skills
Series 7, IT Strategy, Vendor Management, Business Analysis, SDLC, Market Data, Requirements Analysis, Securities, Derivatives, Bloomberg, Trading Systems, Electronic Trading, Financial Services, Fixed Income, Asset Managment, Equities, Process Improvement, Risk Management, Software Project..., Disaster Recovery, Series 63, Mutual Funds, Trading, Middle Office, Prime Brokerage, Capital Markets, Settlement, Relationship Management, PMO, Equity Trading, Business Requirements, Business Continuity, Options, Hedge Funds, Back Office, Financial Markets, Alternative Investments, Portfolio Management, Banking, Bonds
Education
Manhattan College
BS, Computer Science
Pershing, a BNY Mellon company January 2015 - Present
Pershing February 1997 - December 2014
Gruntal & Co., L.L.C January 1996 - February 1997
Skills
Series 7, IT Strategy, Vendor Management, Business Analysis, SDLC, Market Data, Requirements Analysis, Securities, Derivatives, Bloomberg, Trading Systems, Electronic Trading, Financial Services, Fixed Income, Asset Managment, Equities, Process Improvement, Risk Management, Software Project..., Disaster Recovery, Series 63, Mutual Funds, Trading, Middle Office, Prime Brokerage, Capital Markets, Settlement, Relationship Management, PMO, Equity Trading, Business Requirements, Business Continuity, Options, Hedge Funds, Back Office, Financial Markets, Alternative Investments, Portfolio Management, Banking, Bonds
Education
Manhattan College
BS, Computer Science
Chris Hurney Chris Hurney's Pershing Experience June 1998 - October 1999
Job E Home Wealth
Industry Financial Services
Experience
E Home Wealth LLC July 2003 - Present
Wolverine Trading March 2001 - September 2002
Pershing June 1998 - October 1999
Education
LIU Post 1993 — 1997
BS, Finance, Minor Broadcasting
E Home Wealth LLC July 2003 - Present
Wolverine Trading March 2001 - September 2002
Pershing June 1998 - October 1999
Education
LIU Post 1993 — 1997
BS, Finance, Minor Broadcasting
Mark Blaszka Mark Blaszka's Pershing Experience 2005 - 2006
Job Product Manager/Inside Sales Manager at Asbury Carbons
Industry Chemicals
Experience
Asbury Carbons 2006 - Present
Asbury Graphite Mills, Inc. 2006 - Present
Pershing 2005 - 2006
AT&T 1996 - 2004
First Fidelity Bank 1983 - 1996
Prudential Insurance 1981 - 1983
Skills
Product Management, Negotiation, Pricing, Government Liaison -..., Government Liaison, Government Liason
Education
Seton Hall University 1983 — 1985
MBA, Business
Kean University 1979 — 1981
BS, Management Science
Asbury Carbons 2006 - Present
Asbury Graphite Mills, Inc. 2006 - Present
Pershing 2005 - 2006
AT&T 1996 - 2004
First Fidelity Bank 1983 - 1996
Prudential Insurance 1981 - 1983
Skills
Product Management, Negotiation, Pricing, Government Liaison -..., Government Liaison, Government Liason
Education
Seton Hall University 1983 — 1985
MBA, Business
Kean University 1979 — 1981
BS, Management Science
Anthony Smyth Anthony Smyth's Pershing Experience June 1986 - June 1988
Job Senior V.P. at Smyth Media Group
Industry Marketing and Advertising
Experience
Smyth Media Group October 2005 - Present
Primedia Inc. July 2001 - September 2005
EMAP PLC July 1999 - July 2001
GANNETT / USA WEEKEND July 1989 - July 1999
Equitable Life July 1988 - April 1989
Pershing June 1986 - June 1988
Skills
New Business Development, Sales Management, Sales, Publisher Representative, Direct Response..., Marketing Strategy, Direct Response, Digital Strategy, Interactive Marketing, B2B, Digital Marketing, Direct Marketing, Account Management, Email Marketing, Lead Generation, SEO, Training, Market Research, Investments, Marketing Management, Marketing, Integrated Marketing, CRM, Online Advertising, Strategic Partnerships, Business Development, Insurance, E-commerce, Competitive Analysis, Customer Acquisition, Brand Development, Advertising, Social Media Marketing, Digital Media, Salesforce.com, Advertising Sales, Mobile Marketing, Multi-channel Marketing, Database Marketing, SEM, Media Planning
Education
Iona College 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Smyth Media Group October 2005 - Present
Primedia Inc. July 2001 - September 2005
EMAP PLC July 1999 - July 2001
GANNETT / USA WEEKEND July 1989 - July 1999
Equitable Life July 1988 - April 1989
Pershing June 1986 - June 1988
Skills
New Business Development, Sales Management, Sales, Publisher Representative, Direct Response..., Marketing Strategy, Direct Response, Digital Strategy, Interactive Marketing, B2B, Digital Marketing, Direct Marketing, Account Management, Email Marketing, Lead Generation, SEO, Training, Market Research, Investments, Marketing Management, Marketing, Integrated Marketing, CRM, Online Advertising, Strategic Partnerships, Business Development, Insurance, E-commerce, Competitive Analysis, Customer Acquisition, Brand Development, Advertising, Social Media Marketing, Digital Media, Salesforce.com, Advertising Sales, Mobile Marketing, Multi-channel Marketing, Database Marketing, SEM, Media Planning
Education
Iona College 1982 — 1986
Bachelor of Business Administration (BBA), Finance
Jacqueline Velsor, GBA Jacqueline Velsor, GBA's Pershing Experience May 2008 - August 2008
Job Benefits Professional
Industry Human Resources
Experience
Arthur J. Gallagher & Co. August 2013 - Present
Adecco September 2009 - August 2013
Pershing May 2008 - August 2008
Skills
PeopleSoft, Microsoft Office, Ceridian, Employee Benefits, Disability Insurance, Wellness Programs, Leaves Of Absence, Open Enrollment, Benefits Administration, Human Resources, New Hire Orientations, FMLA, COBRA, Employee Wellness, Employee Training, Training, HR Transformation, Leave of Absence, Management, Customer Service, Leadership, Applicant Tracking..., HRIS
Education
James Madison University 2005 — 2009
Bachelor of Science, Psychology with minor in Human Resource Development
Arthur J. Gallagher & Co. August 2013 - Present
Adecco September 2009 - August 2013
Pershing May 2008 - August 2008
Skills
PeopleSoft, Microsoft Office, Ceridian, Employee Benefits, Disability Insurance, Wellness Programs, Leaves Of Absence, Open Enrollment, Benefits Administration, Human Resources, New Hire Orientations, FMLA, COBRA, Employee Wellness, Employee Training, Training, HR Transformation, Leave of Absence, Management, Customer Service, Leadership, Applicant Tracking..., HRIS
Education
James Madison University 2005 — 2009
Bachelor of Science, Psychology with minor in Human Resource Development
Kristine Delano Kristine Delano's Pershing Experience April 2011 - December 2012
Job Managing Director at Navigate Fund Solutions
Industry Financial Services
Experience
Navigate Fund Solutions, an Eaton Vance Company January 2015 - Present
Hobbs Madison, Inc. 2013 - Present
Pershing April 2011 - December 2012
LPL Financial 2004 - May 2011
HumanCentric Technologies 1997 - 2005
Skills
Strategy, Management, Financial Services, Project Management, Portfolio Management, Asset Managment, Vendor Management, Program Management, Mutual Funds, Business Analysis, Risk Management, Securities, SDLC, Wealth Management, Project Portfolio..., Outsourcing, Product Management, IT Strategy, Asset Management, Mergers & Acquisitions, Business Process..., Alternative Investments, Consulting, Banking, Series 7, Cross-functional Team..., Executive Management, CRM, Series 63, Investments, Enterprise Architecture, Finance, Leadership
Education
North Carolina State University 1995 — 1997
Masters, Industrial Engineering, Human Factors
Lehigh University
Bachelor of Science (B.S.), Behavioral Neuroscience
Navigate Fund Solutions, an Eaton Vance Company January 2015 - Present
Hobbs Madison, Inc. 2013 - Present
Pershing April 2011 - December 2012
LPL Financial 2004 - May 2011
HumanCentric Technologies 1997 - 2005
Skills
Strategy, Management, Financial Services, Project Management, Portfolio Management, Asset Managment, Vendor Management, Program Management, Mutual Funds, Business Analysis, Risk Management, Securities, SDLC, Wealth Management, Project Portfolio..., Outsourcing, Product Management, IT Strategy, Asset Management, Mergers & Acquisitions, Business Process..., Alternative Investments, Consulting, Banking, Series 7, Cross-functional Team..., Executive Management, CRM, Series 63, Investments, Enterprise Architecture, Finance, Leadership
Education
North Carolina State University 1995 — 1997
Masters, Industrial Engineering, Human Factors
Lehigh University
Bachelor of Science (B.S.), Behavioral Neuroscience
Stephen Nissley Stephen Nissley's Pershing Experience 2011 - 2011
Job Audit In Charge at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche September 2012 - Present
Deloitte September 2012 - Present
Muhlenberg College September 2008 - November 2012
Pershing 2011 - 2011
Turtle Creek Golf Course May 2006 - August 2010
Skills
PowerPoint, Auditing, Financial Analysis, Microsoft Excel, Public Relations, Microsoft Office, Social Media, Microsoft Word, Accounting, Internal Controls
Education
Muhlenberg College 2009 — 2012
Bachelor of Arts, Accounting & Finance
Deloitte & Touche September 2012 - Present
Deloitte September 2012 - Present
Muhlenberg College September 2008 - November 2012
Pershing 2011 - 2011
Turtle Creek Golf Course May 2006 - August 2010
Skills
PowerPoint, Auditing, Financial Analysis, Microsoft Excel, Public Relations, Microsoft Office, Social Media, Microsoft Word, Accounting, Internal Controls
Education
Muhlenberg College 2009 — 2012
Bachelor of Arts, Accounting & Finance
Joe Atanasio's Pershing Experience November 2006 - June 2007
Job Republican Candidate for Town Council at Monroe Township NJ
Industry Financial Services
Experience
Home Republican Candidate for Town CouncilMonroe Township NJFebruary 2015 - Present
FINRA October 2009 - March 2014
Pershing November 2006 - June 2007
NYSE 1970 - 2007
BNY ConvergEx October 1997 - November 2006
Mitchel Schreiber Watts 1970 - 1982
Skills
Equity Trading, Series 63, Trading Systems, Securities, Series 7, Equities, Trading, Electronic Trading, FINRA, Investments, Hedge Funds, Mutual Funds, Equity Derivatives, Financial Markets, Options, Leadership, Bloomberg, Asset Allocation, Series 24, Financial Services, Capital Markets, Stocks, Alternative Investments, Derivatives, Fixed Income, Bonds, Trading Strategies, Bloomberg Terminal, Management
Education
Kingsborough Community College 1970 — 1972
Business
Bishop Ford High School 1969 — 1970
Academic
Saint Agustine High School 1966 — 1969
Our Lady of Peace 1960 — 1966
Home Republican Candidate for Town CouncilMonroe Township NJFebruary 2015 - Present
FINRA October 2009 - March 2014
Pershing November 2006 - June 2007
NYSE 1970 - 2007
BNY ConvergEx October 1997 - November 2006
Mitchel Schreiber Watts 1970 - 1982
Skills
Equity Trading, Series 63, Trading Systems, Securities, Series 7, Equities, Trading, Electronic Trading, FINRA, Investments, Hedge Funds, Mutual Funds, Equity Derivatives, Financial Markets, Options, Leadership, Bloomberg, Asset Allocation, Series 24, Financial Services, Capital Markets, Stocks, Alternative Investments, Derivatives, Fixed Income, Bonds, Trading Strategies, Bloomberg Terminal, Management
Education
Kingsborough Community College 1970 — 1972
Business
Bishop Ford High School 1969 — 1970
Academic
Saint Agustine High School 1966 — 1969
Our Lady of Peace 1960 — 1966
Craig Levin Craig Levin's Pershing Experience October 2001 - October 2012
Job BI Developer Anexinet
Industry Information Technology and Services
Experience
Anexinet October 2012 - Present
Pershing October 2001 - October 2012
Skills
Business Intelligence, Process Improvement, SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Agile Methodologies, Microsoft SQL Server, Integration, SQL, Software Project..., Visio, Enterprise Architecture, Project Management, Vendor Management, SSIS
Education
Muhlenberg College 1991 — 1995
Bachelor of Science (BS), Biology, General
Anexinet October 2012 - Present
Pershing October 2001 - October 2012
Skills
Business Intelligence, Process Improvement, SDLC, Business Analysis, Requirements Analysis, Data Warehousing, Agile Methodologies, Microsoft SQL Server, Integration, SQL, Software Project..., Visio, Enterprise Architecture, Project Management, Vendor Management, SSIS
Education
Muhlenberg College 1991 — 1995
Bachelor of Science (BS), Biology, General
Justin Esposito's Pershing Experience May 2010 - February 2011
Job Account Executive at Colonial Life
Industry Financial Services
Experience
Colonial Life October 2014 - Present
Rapid7 February 2014 - August 2014
Moody's Investors Service February 2011 - February 2014
Pershing May 2010 - February 2011
Lenox Advisors, Inc November 2007 - May 2009
Convergent Wealth Advisors December 2006 - January 2007
Pennsylvania Real Estate Investment Trust May 2006 - August 2006
Skills
Sales, Economics, Fixed Income, Asset Management, Capital Markets, Finance, Financial Markets, Asset Managment, Financial Analysis, Account Management, Salesforce.com
Education
Lafayette College 2003 — 2007
Bachelor of Arts Degree, Government & Law
Colonial Life October 2014 - Present
Rapid7 February 2014 - August 2014
Moody's Investors Service February 2011 - February 2014
Pershing May 2010 - February 2011
Lenox Advisors, Inc November 2007 - May 2009
Convergent Wealth Advisors December 2006 - January 2007
Pennsylvania Real Estate Investment Trust May 2006 - August 2006
Skills
Sales, Economics, Fixed Income, Asset Management, Capital Markets, Finance, Financial Markets, Asset Managment, Financial Analysis, Account Management, Salesforce.com
Education
Lafayette College 2003 — 2007
Bachelor of Arts Degree, Government & Law
Domenick Casale, PMP's Pershing Experience May 2000 - August 2006
Job Senior IT Project Manager at Proskauer Rose LLP
Industry Information Technology and Services
Experience
Proskauer Rose LLP April 2011 - Present
Marsh March 2007 - April 2011
Alienware August 2006 - March 2007
Pershing May 2000 - August 2006
Skills
Project Management, Disaster Recovery, Business Analysis, PMP, Software Documentation, Program Management
Education
New York Institute of Technology 2004 — 2006
MS, Computer Science
Saint John's University 1995 — 1999
BS, Computer Science
Proskauer Rose LLP April 2011 - Present
Marsh March 2007 - April 2011
Alienware August 2006 - March 2007
Pershing May 2000 - August 2006
Skills
Project Management, Disaster Recovery, Business Analysis, PMP, Software Documentation, Program Management
Education
New York Institute of Technology 2004 — 2006
MS, Computer Science
Saint John's University 1995 — 1999
BS, Computer Science
Avinash Chiddarwar's Pershing Experience 1994 - 2002
Job VP/Manager at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2007 - Present
TD Waterhouse/TD Ameritrade April 2002 - January 2007
Pershing 1994 - 2002
MCS, ARAI (India) 1984 - 1994
Education
Nagpur University 1979 — 1983
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Goldman Sachs January 2007 - Present
TD Waterhouse/TD Ameritrade April 2002 - January 2007
Pershing 1994 - 2002
MCS, ARAI (India) 1984 - 1994
Education
Nagpur University 1979 — 1983
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
John O'Farrell's Pershing Experience March 2011 - Present
Job
Industry Internet
Experience
Pershing March 2011 - Present
Addison 2007 - April 2011
Register.com 2001 - 2007
Prodigy Communications 1999 - 2001
Fulton Plaza 1996 - 1997
Lehman Brothers 1992 - 1996
US Navy 1988 - 1994
Skills
Integrated Marketing, Online Advertising, Strategic Consulting, Email Marketing, Web Analytics, Digital Marketing, SEO, Interactive Marketing, E-commerce, Social Media, Customer Experience, Digital Strategy, SEM, Marketing Strategy, Lead Generation, Information Architecture, Strategic Planning, Analytics, B2B, Marketing Management, Marketing Communications, Cross-functional Team..., User Experience, Leadership, Marketing Operations, Content Management, Product Management, Strategic Partnerships, Online Marketing, Account Management, Project Management, Competitive Analysis, Marketing, Strategy, Product Marketing, Direct Marketing, Multi-channel Marketing, CRM, Management, Sales
Education
Saint Joseph's University 1983 — 1987
Xavier 1979 — 1983
Naval War College
Saint Peter's University
MBA
Pershing March 2011 - Present
Addison 2007 - April 2011
Register.com 2001 - 2007
Prodigy Communications 1999 - 2001
Fulton Plaza 1996 - 1997
Lehman Brothers 1992 - 1996
US Navy 1988 - 1994
Skills
Integrated Marketing, Online Advertising, Strategic Consulting, Email Marketing, Web Analytics, Digital Marketing, SEO, Interactive Marketing, E-commerce, Social Media, Customer Experience, Digital Strategy, SEM, Marketing Strategy, Lead Generation, Information Architecture, Strategic Planning, Analytics, B2B, Marketing Management, Marketing Communications, Cross-functional Team..., User Experience, Leadership, Marketing Operations, Content Management, Product Management, Strategic Partnerships, Online Marketing, Account Management, Project Management, Competitive Analysis, Marketing, Strategy, Product Marketing, Direct Marketing, Multi-channel Marketing, CRM, Management, Sales
Education
Saint Joseph's University 1983 — 1987
Xavier 1979 — 1983
Naval War College
Saint Peter's University
MBA
William Boettger's Pershing Experience 2000 - 2004
Job Operations Manager at Fir Tree Partners
Industry Financial Services
Experience
Fir Tree Partners March 2008 - Present
Trellus Management May 2007 - March 2008
Stadia Capital LLC March 2004 - April 2007
Pershing 2000 - 2004
Pershing July 1999 - August 2000
Skills
Hedge Funds, Equities, Financial Services, Fixed Income, Bloomberg, Prime Brokerage
Education
Lehigh University 1995 — 1999
BS, Finance
Fir Tree Partners March 2008 - Present
Trellus Management May 2007 - March 2008
Stadia Capital LLC March 2004 - April 2007
Pershing 2000 - 2004
Pershing July 1999 - August 2000
Skills
Hedge Funds, Equities, Financial Services, Fixed Income, Bloomberg, Prime Brokerage
Education
Lehigh University 1995 — 1999
BS, Finance
Brian MacArthur, CFA's Pershing Experience 1996 - 1999
Job Executive Director at JPMorgan
Industry Investment Management
Experience
J.P. Morgan 2007 - Present
Atlantic Trust 1998 - 2007
Stein Roe Investment Counsel 1998 - 2007
pershing 1996 - 1999
Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Montclair State University 1992 — 1996
BS, Business Administration and Management, General
J.P. Morgan 2007 - Present
Atlantic Trust 1998 - 2007
Stein Roe Investment Counsel 1998 - 2007
pershing 1996 - 1999
Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Montclair State University 1992 — 1996
BS, Business Administration and Management, General
Chuck Lief's Pershing Experience January 1986 - January 1995
Job Insight Securities
Industry Financial Services
Experience
InSight Securities 2014 - 2015
GL Advisors August 2010 - July 2014
Broadridge Financial, Ridge Clearing & Outsourcing Solutions, Inc February 2002 - July 2010
Banc of America Securities 2002 - 2005
Bear Stearns January 1995 - January 2002
Pershing January 1986 - January 1995
Pershing/DLJ 1986 - 1994
Skills
Prime Brokerage, Management, Series 7, Sales, Series 63, Equities, Sales Process, Securities, Fixed Income, Financial Services, Mutual Funds, Series 24, FINRA, Hedge Funds, Options, Electronic Trading, Trading Systems, Alternative Investments, Capital Markets
Education
Lewis University 1982 — 1984
InSight Securities 2014 - 2015
GL Advisors August 2010 - July 2014
Broadridge Financial, Ridge Clearing & Outsourcing Solutions, Inc February 2002 - July 2010
Banc of America Securities 2002 - 2005
Bear Stearns January 1995 - January 2002
Pershing January 1986 - January 1995
Pershing/DLJ 1986 - 1994
Skills
Prime Brokerage, Management, Series 7, Sales, Series 63, Equities, Sales Process, Securities, Fixed Income, Financial Services, Mutual Funds, Series 24, FINRA, Hedge Funds, Options, Electronic Trading, Trading Systems, Alternative Investments, Capital Markets
Education
Lewis University 1982 — 1984
Alec Doyle's Pershing Experience 2000 - 2004
Job VP at JPMorgan Chase Asset Management
Industry Financial Services
Experience
Barclays June 2015 - Present
J.P. Morgan December 2014 - June 2015
JP Morgan October 2013 - December 2014
JPMorgan Chase May 2011 - October 2013
Merrill Lynch March 2006 - May 2011
Lehman Brothers 2005 - 2006
Deutsche Bank 2004 - 2005
Pershing 2000 - 2004
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Securities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Middle Office, Trading
Education
Schiller International University, Madrid Spain 1999 — 2000
Master of Business Administration (MBA), International Business
King's College 1994 — 1998
International Business
Barclays June 2015 - Present
J.P. Morgan December 2014 - June 2015
JP Morgan October 2013 - December 2014
JPMorgan Chase May 2011 - October 2013
Merrill Lynch March 2006 - May 2011
Lehman Brothers 2005 - 2006
Deutsche Bank 2004 - 2005
Pershing 2000 - 2004
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Securities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Middle Office, Trading
Education
Schiller International University, Madrid Spain 1999 — 2000
Master of Business Administration (MBA), International Business
King's College 1994 — 1998
International Business
Andy Surujnarine's Pershing Experience 1998 - September 2012
Job Senior Manager of Infrastructure at Marcum LLP
Industry Accounting
Experience
Marcum LLP September 2013 - Present
Marcum LLP September 2012 - September 2013
Bank of New York Mellon November 1998 - September 2012
Pershing 1998 - September 2012
iNautix Technologies November 1998 - June 2007
IBM Global Services 1997 - 1998
Instinet Corporation 1996 - 1997
Skills
Virtualization, Project Management, IT Management, Data Center, Business Continuity, Information Security..., VMware, IT Service Management, Citrix, Disaster Recovery, SAN, Servers, Active Directory, Cloud Computing, ITIL, IT Strategy, Windows Server, Microsoft Exchange, Integration, Citrix Metaframe, Enterprise Architecture, Hardware, Infrastructure, IT Operations, Hyper-V, Unix, Enterprise Software, vSphere, VDI, Operating Systems, IIS, Microsoft SQL Server, Network Administration, Networking, NAS, Linux, NetApp, Organizational..., Change Management, Storage Area Networks, VMware ESX, Storage, Xen, Security, Windows, Server Administration, Solaris
Education
BS, Information Systems Management
New York University
Certificate, Unix Systems Management
Marcum LLP September 2013 - Present
Marcum LLP September 2012 - September 2013
Bank of New York Mellon November 1998 - September 2012
Pershing 1998 - September 2012
iNautix Technologies November 1998 - June 2007
IBM Global Services 1997 - 1998
Instinet Corporation 1996 - 1997
Skills
Virtualization, Project Management, IT Management, Data Center, Business Continuity, Information Security..., VMware, IT Service Management, Citrix, Disaster Recovery, SAN, Servers, Active Directory, Cloud Computing, ITIL, IT Strategy, Windows Server, Microsoft Exchange, Integration, Citrix Metaframe, Enterprise Architecture, Hardware, Infrastructure, IT Operations, Hyper-V, Unix, Enterprise Software, vSphere, VDI, Operating Systems, IIS, Microsoft SQL Server, Network Administration, Networking, NAS, Linux, NetApp, Organizational..., Change Management, Storage Area Networks, VMware ESX, Storage, Xen, Security, Windows, Server Administration, Solaris
Education
BS, Information Systems Management
New York University
Certificate, Unix Systems Management
Dan Rosica's Pershing Experience February 2004 - September 2006
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2006 - Present
Pershing February 2004 - September 2006
Education
Marist College 1999 — 2003
Business w emphasis in Finance
Credit Suisse October 2006 - Present
Pershing February 2004 - September 2006
Education
Marist College 1999 — 2003
Business w emphasis in Finance
William Rooney's Pershing Experience 1997 - 1999
Job Vice President at Pershing LLC.
Industry Financial Services
Experience
Pershing LLC. March 2005 - Present
Pershing LLC January 2000 - March 2005
Pershing 1997 - 1999
Skills
Series 7, Securities, FINRA, Series 63, Fixed Income, Hedge Funds, Options, Risk Management, Equity Trading, Series 24, Capital Markets, Equities, Trading, Electronic Trading
Education
Kutztown University of Pennsylvania 1991 — 1995
BS, Criminal Justice
Pershing LLC. March 2005 - Present
Pershing LLC January 2000 - March 2005
Pershing 1997 - 1999
Skills
Series 7, Securities, FINRA, Series 63, Fixed Income, Hedge Funds, Options, Risk Management, Equity Trading, Series 24, Capital Markets, Equities, Trading, Electronic Trading
Education
Kutztown University of Pennsylvania 1991 — 1995
BS, Criminal Justice
Lorie Sekerak's Pershing Experience February 2004 - March 2006
Job Director, Client Relations, Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge September 2014 - Present
Broadridge October 2009 - September 2014
Broadridge November 2007 - October 2009
Broadridge October 2006 - November 2007
Broadridge March 2006 - October 2006
Pershing February 2004 - March 2006
Skills
Client Retention, Client Service, Client Services, Microsoft Office, Outlook, Contract Management, Financial Services, Customer Retention, Leadership, Technology Solutions, PowerPoint, Project Management, Account Management, Business Analysis, Process Improvement, CRM, Salesforce.com
Education
Kent State University 1997 — 2002
B.B.A., Marketing
Broadridge September 2014 - Present
Broadridge October 2009 - September 2014
Broadridge November 2007 - October 2009
Broadridge October 2006 - November 2007
Broadridge March 2006 - October 2006
Pershing February 2004 - March 2006
Skills
Client Retention, Client Service, Client Services, Microsoft Office, Outlook, Contract Management, Financial Services, Customer Retention, Leadership, Technology Solutions, PowerPoint, Project Management, Account Management, Business Analysis, Process Improvement, CRM, Salesforce.com
Education
Kent State University 1997 — 2002
B.B.A., Marketing
Roger Shannonhouse's Pershing Experience February 1999 - Present
Job Vice President at Pershing
Industry Information Services
Experience
Pershing February 1999 - Present
Education
Chubb Institute 1998 — 1999
Computer Programming, Computer Programming
Lynchburg College 1993 — 1997
Pershing February 1999 - Present
Education
Chubb Institute 1998 — 1999
Computer Programming, Computer Programming
Lynchburg College 1993 — 1997
Praveen Mitta's Pershing Experience May 1995 - October 1998
Job Global Trading Operations Manager at GFI Group
Industry Financial Services
Experience
GFI Group January 2000 - Present
Merrill Lynch October 1998 - February 2000
Pershing May 1995 - October 1998
Skills
Bloomberg, Electronic Trading, FX Options, Enterprise Architecture
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
CBIT 1984 — 1988
Chaitanya Bharathi Institute of Technology 1984 — 1988
Mechanical Engineering
Osmania University 1984 — 1988
BE, Mechanical Engineering
St Josephs Junior College 1982 — 1984
New Jersey Institute of Technology
MS, Computer Science
GFI Group January 2000 - Present
Merrill Lynch October 1998 - February 2000
Pershing May 1995 - October 1998
Skills
Bloomberg, Electronic Trading, FX Options, Enterprise Architecture
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Science
CBIT 1984 — 1988
Chaitanya Bharathi Institute of Technology 1984 — 1988
Mechanical Engineering
Osmania University 1984 — 1988
BE, Mechanical Engineering
St Josephs Junior College 1982 — 1984
New Jersey Institute of Technology
MS, Computer Science
David Coye's Pershing Experience Director of Account ManagementLockwood FinancialSeptember 1995 - Present
Job
Industry Financial Services
Experience
Pershing Director of Account ManagementLockwood FinancialSeptember 1995 - Present
Pershing Managed Account Solutions 1995 - Present
Smith Barney March 1987 - September 1995
EF Hutton October 1987 - December 1988
Shaw Data October 1980 - June 1986
Shaw Data Services 1980 - 1986
Shaw Data Services, Inc./SunGard 1980 - 1986
Education
Lycoming College 1970 — 1974
Pershing Director of Account ManagementLockwood FinancialSeptember 1995 - Present
Pershing Managed Account Solutions 1995 - Present
Smith Barney March 1987 - September 1995
EF Hutton October 1987 - December 1988
Shaw Data October 1980 - June 1986
Shaw Data Services 1980 - 1986
Shaw Data Services, Inc./SunGard 1980 - 1986
Education
Lycoming College 1970 — 1974
Mike Modeski's Pershing Experience September 1995 - December 2005
Job MD Trading Services at OTC Markets Group
Industry Financial Services
Experience
OTC Markets Group May 2011 - Present
Citi March 2007 - April 2011
NASD - Finra December 2005 - March 2007
Pershing September 1995 - December 2005
Education
Lehigh University 1990 — 1995
BS, Finance
Lehigh University - College of Business and Economics 1990 — 1995
BS Finance
Delbarton 1986 — 1990
OTC Markets Group May 2011 - Present
Citi March 2007 - April 2011
NASD - Finra December 2005 - March 2007
Pershing September 1995 - December 2005
Education
Lehigh University 1990 — 1995
BS, Finance
Lehigh University - College of Business and Economics 1990 — 1995
BS Finance
Delbarton 1986 — 1990
Janet Krazalkovich's Pershing Experience May 2013 - Present
Job Assistant Vice President, Technology at Pershing
Industry Financial Services
Experience
Pershing May 2013 - Present
BNY Mellon January 2011 - July 2011
ADVISORport January 2007 - December 2010
PFPC September 2004 - January 2007
Skills
Regression Testing, Test Planning, Mutual Funds, User Acceptance Testing, Agile Methodologies, Business Analysis, CRM, Databases, Manual Testing, Microsoft SQL Server, QTP, Quality Assurance, Requirements Analysis, Test Automation, Test Cases, Web Applications
Education
Montgomery County Community College
Pershing May 2013 - Present
BNY Mellon January 2011 - July 2011
ADVISORport January 2007 - December 2010
PFPC September 2004 - January 2007
Skills
Regression Testing, Test Planning, Mutual Funds, User Acceptance Testing, Agile Methodologies, Business Analysis, CRM, Databases, Manual Testing, Microsoft SQL Server, QTP, Quality Assurance, Requirements Analysis, Test Automation, Test Cases, Web Applications
Education
Montgomery County Community College
Connie Armhold's Pershing Experience 2005 - 2006
Job Independent Graphic Designer
Industry Financial Services
Experience
Western Asset Management September 2006 - October 2012
LTA January 2009 - July 2010
Pershing 2005 - 2006
Thomson Financial 2003 - 2006
Scivantage 2004 - 2005
Latino Greeks 2002 - 2004
Skills
Adobe Creative Suite, Graphic Design, Brand Development, Graphics, Photoshop, HTML, InDesign, Social Media, Web Design, Adobe Acrobat, Advertising, Mac, Marketing, Public Speaking
Education
New York University 2011 — 2011
School of Continuing and Professional Studies
Parsons School of Design 2006 — 2010
Continuing Education Program, Graphic Communications
Richard Stockton College of New Jersey 1999 — 2003
Bachelor of Arts (B.A.), Graphic Communications
Western Asset Management September 2006 - October 2012
LTA January 2009 - July 2010
Pershing 2005 - 2006
Thomson Financial 2003 - 2006
Scivantage 2004 - 2005
Latino Greeks 2002 - 2004
Skills
Adobe Creative Suite, Graphic Design, Brand Development, Graphics, Photoshop, HTML, InDesign, Social Media, Web Design, Adobe Acrobat, Advertising, Mac, Marketing, Public Speaking
Education
New York University 2011 — 2011
School of Continuing and Professional Studies
Parsons School of Design 2006 — 2010
Continuing Education Program, Graphic Communications
Richard Stockton College of New Jersey 1999 — 2003
Bachelor of Arts (B.A.), Graphic Communications
Angela Moustakas's Pershing Experience 2003 - 2006
Job Vice President at KCG Holdings, Inc
Industry Financial Services
Experience
Knight Capital Group March 2006 - Present
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
Pershing 2003 - 2006
Morgan Stanley January 2001 - December 2003
Morgan Stanley 2001 - 2003
Skills
Series 7, Series 63, FINRA, Financial Services, Trading Systems, Equities, Bloomberg, Fixed Income, Trading, Market Data, Electronic Trading, Options, ETFs, Hedge Funds, Equity Trading, Securities, Capital Markets
Education
LIU Post 1996 — 2000
BAS, Business Finance Major
Knight Capital Group March 2006 - Present
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
KCG Holdings, Inc. 2006 - 2015
Pershing 2003 - 2006
Morgan Stanley January 2001 - December 2003
Morgan Stanley 2001 - 2003
Skills
Series 7, Series 63, FINRA, Financial Services, Trading Systems, Equities, Bloomberg, Fixed Income, Trading, Market Data, Electronic Trading, Options, ETFs, Hedge Funds, Equity Trading, Securities, Capital Markets
Education
LIU Post 1996 — 2000
BAS, Business Finance Major
Kathleen V's Pershing Experience October 1999 - September 2001
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Robert Half Technology June 2008 - November 2009
IMS Health September 2005 - January 2008
Chubb Insurance March 2004 - September 2005
Vernon Township High School October 2001 - March 2004
Pershing October 1999 - September 2001
MBL Life Assurance Corporation January 1995 - September 1999
Education
Montclair State University
B.S., Business Management/Marketing
Robert Half Technology June 2008 - November 2009
IMS Health September 2005 - January 2008
Chubb Insurance March 2004 - September 2005
Vernon Township High School October 2001 - March 2004
Pershing October 1999 - September 2001
MBL Life Assurance Corporation January 1995 - September 1999
Education
Montclair State University
B.S., Business Management/Marketing
Sofya Basova's Pershing Experience February 1996 - June 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barclays Wealth Management Co May 2010 - June 2015
TheKnot April 2007 - October 2007
Prudential Financial August 2000 - February 2001
Chase Manhattan Bank March 2000 - October 2000
Securities Industry Automation Corp October 1999 - March 2000
Merrill Lynch July 1996 - October 1999
Pershing February 1996 - June 1996
Skills
C#, SQL Server, Visual Studio, HTML, XML, ADO.NET, DB2, JavaScript, CSS, Query Analyzer, .NET, SQL, ASP.NET, Application Development, Database Design, Databases, Stored Procedures, OOP, Database Development, Agile, XSLT, Microsoft SQL Server, Software Development, Agile Methodologies, SDLC, Requirements Analysis
Education
New York University 2005 — 2005
ASP.NET Certificate, Computer Science
New York University 2004 — 2005
ASP.NET Certificate, Computer Science
Lomonosov Moscow State University (MSU)
Master's degree, Political Economy
Moscow State University
MS, Political Geography
Barclays Wealth Management Co May 2010 - June 2015
TheKnot April 2007 - October 2007
Prudential Financial August 2000 - February 2001
Chase Manhattan Bank March 2000 - October 2000
Securities Industry Automation Corp October 1999 - March 2000
Merrill Lynch July 1996 - October 1999
Pershing February 1996 - June 1996
Skills
C#, SQL Server, Visual Studio, HTML, XML, ADO.NET, DB2, JavaScript, CSS, Query Analyzer, .NET, SQL, ASP.NET, Application Development, Database Design, Databases, Stored Procedures, OOP, Database Development, Agile, XSLT, Microsoft SQL Server, Software Development, Agile Methodologies, SDLC, Requirements Analysis
Education
New York University 2005 — 2005
ASP.NET Certificate, Computer Science
New York University 2004 — 2005
ASP.NET Certificate, Computer Science
Lomonosov Moscow State University (MSU)
Master's degree, Political Economy
Moscow State University
MS, Political Geography
Christian Batcha's Pershing Experience 1998 - 2000
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock 2013 - Present
Mirae Asset Securities (USA) Inc. 2008 - 2013
Pershing, Bank of New York Mellon 2000 - 2008
Pershing 1998 - 2000
Pershing 1996 - 1998
Skills
Equity Trading, Risk Management, Portfolio Management, Equities, Mutual Funds, CRM, Investments, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Trading, Derivatives, Capital Markets, Options, Equity Research, Securities, Equity Derivatives, Financial Markets, Series 7, Asset Management
Education
Lehigh University - College of Business and Economics 1991 — 1995
Finance
Princeton Day School 1978 — 1991
BlackRock 2013 - Present
Mirae Asset Securities (USA) Inc. 2008 - 2013
Pershing, Bank of New York Mellon 2000 - 2008
Pershing 1998 - 2000
Pershing 1996 - 1998
Skills
Equity Trading, Risk Management, Portfolio Management, Equities, Mutual Funds, CRM, Investments, Bloomberg, Hedge Funds, Fixed Income, Alternative Investments, Trading, Derivatives, Capital Markets, Options, Equity Research, Securities, Equity Derivatives, Financial Markets, Series 7, Asset Management
Education
Lehigh University - College of Business and Economics 1991 — 1995
Finance
Princeton Day School 1978 — 1991
Brian Stalter's Pershing Experience September 1998 - Present
Job Quality Assurance Manager at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon Quality Assurance ManageriNautix USA LLCJanuary 2007 - Present
Pershing September 1998 - Present
Education
Iona College 1993 — 1997
The Bank of New York Mellon Quality Assurance ManageriNautix USA LLCJanuary 2007 - Present
Pershing September 1998 - Present
Education
Iona College 1993 — 1997
Murundi Onkaramurthy's Pershing Experience April 2008 - Present
Job Asst Vice President at Pershing
Industry Financial Services
Experience
Pershing April 2008 - Present
Education
Saint Peter's University 2006 — 2008
National Institute of Technology Karnataka
Pershing April 2008 - Present
Education
Saint Peter's University 2006 — 2008
National Institute of Technology Karnataka
Brian Kolber's Pershing Experience June 1998 - June 2006
Job Vice President / Senior Business Analyst at Pershing
Industry Financial Services
Experience
Pershing LLC, Division of Bank of New York Mellon January 2012 - Present
Pershing LLC, Division of Bank of New York Mellon June 2006 - January 2012
Pershing June 1998 - June 2006
Skills
Certified Business..., Business Analysis, Microsoft Office, Microsoft Excel, Visio, Project Management, PowerPoint, Microsoft Word, Lotus Notes, Business Process, iGrafx, Outlook
Education
Monmouth University 2006 — 2008
Masters, Buiness Administration
Rutgers, The State University of New Jersey-Newark 1993 — 1998
Bachelor, Finance
Pershing LLC, Division of Bank of New York Mellon January 2012 - Present
Pershing LLC, Division of Bank of New York Mellon June 2006 - January 2012
Pershing June 1998 - June 2006
Skills
Certified Business..., Business Analysis, Microsoft Office, Microsoft Excel, Visio, Project Management, PowerPoint, Microsoft Word, Lotus Notes, Business Process, iGrafx, Outlook
Education
Monmouth University 2006 — 2008
Masters, Buiness Administration
Rutgers, The State University of New Jersey-Newark 1993 — 1998
Bachelor, Finance
Robert Castner's Pershing Experience 1984 - 1986
Job Accountant at MOR USA INC
Industry Accounting
Experience
MOR USA INC November 2008 - Present
Robert Castner Tax Service 1980 - 2011
Credit Suisse August 1977 - December 2007
Donaldson, Lufkin & Jenrette 1977 - 2000
Pershing 1984 - 1986
Skills
Payroll, Tax, Accounting, Financial Reporting, Financial Analysis, Strategic Financial..., Cash Flow, Accruals, Internal Controls, GAAP, Financial Audits, Finance, Budgets, Auditing, Tax Preparation, Account Reconciliation, Financial Modeling, Investments, Financial Accounting, Investment Banking, Corporate Finance, US GAAP, Internal Audit, Business Planning, Valuation, Private Equity, Financial Planning
Education
King's College 1966 — 1969
BS Bus Admin, Major Bus. Minor Acctg.
Biscayne College 1965 — 1966
Accounting
MOR USA INC November 2008 - Present
Robert Castner Tax Service 1980 - 2011
Credit Suisse August 1977 - December 2007
Donaldson, Lufkin & Jenrette 1977 - 2000
Pershing 1984 - 1986
Skills
Payroll, Tax, Accounting, Financial Reporting, Financial Analysis, Strategic Financial..., Cash Flow, Accruals, Internal Controls, GAAP, Financial Audits, Finance, Budgets, Auditing, Tax Preparation, Account Reconciliation, Financial Modeling, Investments, Financial Accounting, Investment Banking, Corporate Finance, US GAAP, Internal Audit, Business Planning, Valuation, Private Equity, Financial Planning
Education
King's College 1966 — 1969
BS Bus Admin, Major Bus. Minor Acctg.
Biscayne College 1965 — 1966
Accounting
Mark Rafkin's Pershing Experience 1995 - 1998
Job Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Francisco Munin's Pershing Experience May 1999 - Present
Job Software Developer and Engineer, Associate Vice President at Pershing
Industry Financial Services
Experience
Pershing May 1999 - Present
Fort Dodge Animal HealthManaged process development progress during development and scale up of nove 1995 - 1999
Hoffmann LaRoche 1990 - 1995
Sun Chemical July 1990 - December 1991
Skills
Databases, AJAX, Access, HTML, PHP, Fixed Income, Windows, Enterprise Software, Business Analysis, Financial Services, Project Management, Requirements Analysis, Analysis, IT Strategy, Scripting, Strategic Planning, Microsoft Office, Business Continuity, VBA, Process Engineering, Pharmaceutical Industry, Visio, Change Control, Microsoft Excel, Requirements Gathering, Process Improvement, Business Requirements, Software Project..., User Acceptance Testing, Business Process..., SQL, Business Process, Change Management, Agile Methodologies, Testing, Quality Assurance, Business Process...
Education
New Jersey Institute of Technology 1987 — 1995
ms, chemical engineering
Pershing May 1999 - Present
Fort Dodge Animal HealthManaged process development progress during development and scale up of nove 1995 - 1999
Hoffmann LaRoche 1990 - 1995
Sun Chemical July 1990 - December 1991
Skills
Databases, AJAX, Access, HTML, PHP, Fixed Income, Windows, Enterprise Software, Business Analysis, Financial Services, Project Management, Requirements Analysis, Analysis, IT Strategy, Scripting, Strategic Planning, Microsoft Office, Business Continuity, VBA, Process Engineering, Pharmaceutical Industry, Visio, Change Control, Microsoft Excel, Requirements Gathering, Process Improvement, Business Requirements, Software Project..., User Acceptance Testing, Business Process..., SQL, Business Process, Change Management, Agile Methodologies, Testing, Quality Assurance, Business Process...
Education
New Jersey Institute of Technology 1987 — 1995
ms, chemical engineering
Kenya Greene's Pershing Experience 2000 - 2001
Job Financial Services Leader: Financial Management, Relationship Management, and Financial Operations
Industry Financial Services
Experience
Edison Properties, LLC 2012 - 2014
H&R Block (Seasonal) 2011 - 2012
ABN AMRO Bank N.V. 2007 - 2009
Goldman Sachs 2005 - 2006
Deutsche Bank AG 2004 - 2005
Pershing 2000 - 2001
Bear Stearns & Co. 1996 - 2000
Education
Baruch College of Continuing and Professional Studies 2011 — 2011
Advanced Accounting Certificate
LIU Brooklyn 2001 — 2003
MBA, Finance
State University of New York College Of Old Westbury
Bachelor of Science, Financial Management
Edison Properties, LLC 2012 - 2014
H&R Block (Seasonal) 2011 - 2012
ABN AMRO Bank N.V. 2007 - 2009
Goldman Sachs 2005 - 2006
Deutsche Bank AG 2004 - 2005
Pershing 2000 - 2001
Bear Stearns & Co. 1996 - 2000
Education
Baruch College of Continuing and Professional Studies 2011 — 2011
Advanced Accounting Certificate
LIU Brooklyn 2001 — 2003
MBA, Finance
State University of New York College Of Old Westbury
Bachelor of Science, Financial Management
Pamela Fitzmaurice's Pershing Experience July 2006 - July 2007
Job Director, Learning & Development at Park Avenue Securities
Industry Financial Services
Experience
Park Avenue Securities August 2015 - Present
Park Avenue Securities July 2012 - Present
LPL Financial ( Linsco/Private Ledger ) March 2010 - July 2012
LPL Financial Services January 2008 - March 2010
LPL Financial July 2007 - January 2008
Pershing July 2006 - July 2007
Pershing LLC January 2006 - July 2006
Pershing LLC May 2005 - January 2006
Skills
Project Management, Financial Services, Marketing, Broker/Dealer..., Training, Series 63, Account Management, CRM, Business Development, Change Management, Investments, Customer Service, Management, Mutual Funds, Portfolio Management, Process Improvement, Recruiting, Leadership, Securities, Risk Management, Series 7, Strategy, Team Building, Strategic Planning, Wealth Management
Education
Muhlenberg College 2001 — 2005
Bachelors, Economics and Business Administration
Rye Country Day School 1997 — 2001
Park Avenue Securities August 2015 - Present
Park Avenue Securities July 2012 - Present
LPL Financial ( Linsco/Private Ledger ) March 2010 - July 2012
LPL Financial Services January 2008 - March 2010
LPL Financial July 2007 - January 2008
Pershing July 2006 - July 2007
Pershing LLC January 2006 - July 2006
Pershing LLC May 2005 - January 2006
Skills
Project Management, Financial Services, Marketing, Broker/Dealer..., Training, Series 63, Account Management, CRM, Business Development, Change Management, Investments, Customer Service, Management, Mutual Funds, Portfolio Management, Process Improvement, Recruiting, Leadership, Securities, Risk Management, Series 7, Strategy, Team Building, Strategic Planning, Wealth Management
Education
Muhlenberg College 2001 — 2005
Bachelors, Economics and Business Administration
Rye Country Day School 1997 — 2001
Claudia Bogris's Pershing Experience September 2012 - Present
Job Corporate Brand Manager at Pershing
Industry Financial Services
Experience
Pershing September 2012 - Present
Montclair State University February 2007 - September 2012
Smith Barney June 2005 - February 2007
EquiServe June 1999 - June 2005
First Chicago/JP Morgan June 1989 - May 1999
Skills
Marketing Strategy, Social Media, Strategy, Strategic Communications, Public Speaking, Strategic Planning, Social Media Marketing, Customer Engagement, Public Relations, Press Releases, Marketing Communications, Research, Editing, Nonprofits, Corporate Branding, Customer Service, Corporate Communications, Fundraising, Event Management, Event Planning, Market Research, Marketing, Online Marketing, Media Relations, Blogging, Facebook, Advertising
Education
Montclair State University
MA, Public and Organizational Relations
Pace University - Lubin School of Business
BBA, Accounting
Pershing September 2012 - Present
Montclair State University February 2007 - September 2012
Smith Barney June 2005 - February 2007
EquiServe June 1999 - June 2005
First Chicago/JP Morgan June 1989 - May 1999
Skills
Marketing Strategy, Social Media, Strategy, Strategic Communications, Public Speaking, Strategic Planning, Social Media Marketing, Customer Engagement, Public Relations, Press Releases, Marketing Communications, Research, Editing, Nonprofits, Corporate Branding, Customer Service, Corporate Communications, Fundraising, Event Management, Event Planning, Market Research, Marketing, Online Marketing, Media Relations, Blogging, Facebook, Advertising
Education
Montclair State University
MA, Public and Organizational Relations
Pace University - Lubin School of Business
BBA, Accounting
Joseph Lubach's Pershing Experience 2004 - 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2007 - Present
Pershing 2004 - 2007
Skills
Capital Markets, Series 7, Compliance, Equities, Trading, Series 63, Series 24, Risk Management, Securities, Options
Education
New York Law School 2002 — 2006
JD, Law
Goldman Sachs 2007 - Present
Pershing 2004 - 2007
Skills
Capital Markets, Series 7, Compliance, Equities, Trading, Series 63, Series 24, Risk Management, Securities, Options
Education
New York Law School 2002 — 2006
JD, Law
Venugopal Banda's Pershing Experience August 2003 - August 2005
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments visitorMaharishi Ayurveda Health Center2009 - 2010
Pershing August 2003 - August 2005
iNautix Technologies August 2003 - August 2005
Patni Computer Systems 1998 - 2003
GE Money Americas HQ 1998 - 2002
Education
Kakatiya University 1989 — 1993
BE, Electronics and Instrumentation
Fidelity Investments visitorMaharishi Ayurveda Health Center2009 - 2010
Pershing August 2003 - August 2005
iNautix Technologies August 2003 - August 2005
Patni Computer Systems 1998 - 2003
GE Money Americas HQ 1998 - 2002
Education
Kakatiya University 1989 — 1993
BE, Electronics and Instrumentation
Jeffrey Cantafio's Pershing Experience June 1999 - March 2004
Job Executive Director Morgan Stanley Prime Brokerage
Industry Financial Services
Experience
Morgan Stanley March 2004 - Present
Pershing June 1999 - March 2004
Skills
Series 7, Hedge Funds, Prime Brokerage, Series 63, Derivatives, Alternative Investments
Education
Lafayette College 1995 — 1999
Business/Economics
Lafayette College 1995 — 1999
Political Science and Government
Morgan Stanley March 2004 - Present
Pershing June 1999 - March 2004
Skills
Series 7, Hedge Funds, Prime Brokerage, Series 63, Derivatives, Alternative Investments
Education
Lafayette College 1995 — 1999
Business/Economics
Lafayette College 1995 — 1999
Political Science and Government
Mary Anne Rochford's Pershing Experience 1991 - 2010
Job Pershing
Industry Financial Services
Experience
Pershing LLC June 1999 - Present
Pershing 1991 - 2010
Education
New Jersey City University 1989 — 1991
Associate, English/Secondary Education
Pershing LLC June 1999 - Present
Pershing 1991 - 2010
Education
New Jersey City University 1989 — 1991
Associate, English/Secondary Education
Keesa Schreane's Pershing Experience 2006 - 2009
Job Global Senior Marketing Manager/Program Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters 2013 - Present
Girl Scout Council of Greater New York 2010 - Present
Black Girls CODE 2015 - 2015
Bank of America 2010 - 2013
Essence Magazine 2006 - 2010
Latina Magazine 2009 - 2009
Pershing 2006 - 2009
Citigroup 2000 - 2006
Skills
Management, CRM, Marketing, Product Management, Business Development, Strategy, Project Management, Program Management, Leadership, Strategic Planning, Digital Marketing, SEO, Enterprise Software
Education
New York University
M.A., Journalism
Salem College
B.A., Communications and Business Administration
Thomson Reuters 2013 - Present
Girl Scout Council of Greater New York 2010 - Present
Black Girls CODE 2015 - 2015
Bank of America 2010 - 2013
Essence Magazine 2006 - 2010
Latina Magazine 2009 - 2009
Pershing 2006 - 2009
Citigroup 2000 - 2006
Skills
Management, CRM, Marketing, Product Management, Business Development, Strategy, Project Management, Program Management, Leadership, Strategic Planning, Digital Marketing, SEO, Enterprise Software
Education
New York University
M.A., Journalism
Salem College
B.A., Communications and Business Administration
Robert Rosnowski's Pershing Experience September 2002 - August 2004
Job Sr. Technical Services Engineer at Broadway Technology
Industry Financial Services
Experience
Broadway Technology September 2013 - Present
Barclays Capital September 2010 - September 2013
Roman Capital LLC August 2006 - September 2010
Hotspot FX / Knight Capital Group August 2004 - August 2006
Pershing September 2002 - August 2004
Pershing May 2001 - September 2002
Pershing June 2000 - May 2001
Pfizer June 1998 - January 2000
Skills
Core Java, MySQL, Red Hat Linux, Gentoo Linux, Perl, C++, Shell Scripting, PHP, Linux, Cisco Technologies, Data Center, Routing, VPN, BGP, VoIP, Network Administration, WAN, Troubleshooting, Networking, Java, Network Design, Low Latency, EIGRP, Trading Systems, Unix, Electronic Trading, SQL, Load Balancing, Databases, Exchange Connectivity, Apache, Bash, VBA, Software Development, Multithreading, SNMP, Equity Trading, Equities, Algorithms, Hedge Funds, Visual Basic, TCP/IP, Options, Prime Brokerage, Quantitative Finance, FX Options, Market Data, Equity Derivatives, Derivatives, Fixed Income
Education
Lehigh University 1995 — 2000
Bachelor of Science, Computer Science
Chatham high school
chatham high school
Broadway Technology September 2013 - Present
Barclays Capital September 2010 - September 2013
Roman Capital LLC August 2006 - September 2010
Hotspot FX / Knight Capital Group August 2004 - August 2006
Pershing September 2002 - August 2004
Pershing May 2001 - September 2002
Pershing June 2000 - May 2001
Pfizer June 1998 - January 2000
Skills
Core Java, MySQL, Red Hat Linux, Gentoo Linux, Perl, C++, Shell Scripting, PHP, Linux, Cisco Technologies, Data Center, Routing, VPN, BGP, VoIP, Network Administration, WAN, Troubleshooting, Networking, Java, Network Design, Low Latency, EIGRP, Trading Systems, Unix, Electronic Trading, SQL, Load Balancing, Databases, Exchange Connectivity, Apache, Bash, VBA, Software Development, Multithreading, SNMP, Equity Trading, Equities, Algorithms, Hedge Funds, Visual Basic, TCP/IP, Options, Prime Brokerage, Quantitative Finance, FX Options, Market Data, Equity Derivatives, Derivatives, Fixed Income
Education
Lehigh University 1995 — 2000
Bachelor of Science, Computer Science
Chatham high school
chatham high school
Sheila Wang's Pershing Experience December 1998 - December 2001
Job Technical Project Manager Test Coordinator at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo - Matrix Resources Consultant August 2014 - Present
Kaiser Permanente - KForce Consultant September 2013 - August 2014
URS September 2007 - June 2012
ICI/ADP (now Broadridge Financial Solutions) March 2002 - June 2003
Pershing December 1998 - December 2001
Pershing June 1997 - December 1998
Skills
Auditing, Start-ups, Process Improvement, Risk Management, Program Management, Project Management, Business Process..., Business Analysis, Quality Assurance, Change Management, SDLC, Product Development, Team Building, Quality Management, Strategic Planning, Engineering, Analysis, Process Engineering, Six Sigma, Testing, PMP Trained, PMP, Software Documentation, Cross-functional Team..., Integration, Management, Business Process, Team Leadership, MS Project, Training, Stakeholder Management, CRM, Project Planning, Visio, Vendor Management, Budgets, Microsoft Project
Education
Yale University - Yale School of Management 1989 — 1991
M.P.P.M., Finance & Competitive Strategies
Cooper Union - School of Engineering 1980 — 1985
B.S.E.E., Electrical Engineering
New York University 1980 — 1985
B.S., Computer Science
Pui Ching Middle School
Wells Fargo - Matrix Resources Consultant August 2014 - Present
Kaiser Permanente - KForce Consultant September 2013 - August 2014
URS September 2007 - June 2012
ICI/ADP (now Broadridge Financial Solutions) March 2002 - June 2003
Pershing December 1998 - December 2001
Pershing June 1997 - December 1998
Skills
Auditing, Start-ups, Process Improvement, Risk Management, Program Management, Project Management, Business Process..., Business Analysis, Quality Assurance, Change Management, SDLC, Product Development, Team Building, Quality Management, Strategic Planning, Engineering, Analysis, Process Engineering, Six Sigma, Testing, PMP Trained, PMP, Software Documentation, Cross-functional Team..., Integration, Management, Business Process, Team Leadership, MS Project, Training, Stakeholder Management, CRM, Project Planning, Visio, Vendor Management, Budgets, Microsoft Project
Education
Yale University - Yale School of Management 1989 — 1991
M.P.P.M., Finance & Competitive Strategies
Cooper Union - School of Engineering 1980 — 1985
B.S.E.E., Electrical Engineering
New York University 1980 — 1985
B.S., Computer Science
Pui Ching Middle School
Thomas Allgor's Pershing Experience August 2010 - July 2012
Job VP Implementation Retirement Services at ADP
Industry Financial Services
Experience
ADP July 2012 - Present
Pershing August 2010 - July 2012
Bank of New York Mellon 2010 - February 2012
Mellon Investor Services, LLC. 1999 - 2002
Prudential Investments July 1997 - October 1999
ADP 1994 - 1997
Diversified Investment Advisors 1989 - 1994
Skills
Series 7, Securities, Funding, Executive Management, Vendor Management
Education
Long Island University 1989 — 1991
MBA, Marketing
St. Thomas Aquinas College 1984 — 1987
BS, Marketing
Bergenfield High School
ADP July 2012 - Present
Pershing August 2010 - July 2012
Bank of New York Mellon 2010 - February 2012
Mellon Investor Services, LLC. 1999 - 2002
Prudential Investments July 1997 - October 1999
ADP 1994 - 1997
Diversified Investment Advisors 1989 - 1994
Skills
Series 7, Securities, Funding, Executive Management, Vendor Management
Education
Long Island University 1989 — 1991
MBA, Marketing
St. Thomas Aquinas College 1984 — 1987
BS, Marketing
Bergenfield High School
A. Scott Irlbeck's Pershing Experience April 2000 - Present
Job Vice President / Team Manager at Pershing
Industry Financial Services
Experience
Pershing April 2000 - Present
Matlen Silver February 1996 - February 2000
Skills
Equities, Securities, Fixed Income, SDLC, Trading Systems, Project Management, Process Improvement, IT Strategy
Education
New Jersey Institute of Technology 1984 — 1989
Computer Science
Pershing April 2000 - Present
Matlen Silver February 1996 - February 2000
Skills
Equities, Securities, Fixed Income, SDLC, Trading Systems, Project Management, Process Improvement, IT Strategy
Education
New Jersey Institute of Technology 1984 — 1989
Computer Science
Anthony Delia's Pershing Experience November 2008 - November 2010
Job Lead QA Analyst at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. February 2013 - Present
Bloomberg March 2011 - February 2013
DTCC 2011 - 2011
Pershing November 2008 - November 2010
Skills
Software Quality..., User Acceptance Testing, Regression Testing, System Testing, Back Office, Requirements Analysis, Quality Center, SDLC, Requirements Gathering, Quality Assurance, Business Analysis
Education
Kean University
BA, Mathematics
Seton Hall University - W. Paul Stillman School of Business
MBA, Finance
Tiffany & Co. February 2013 - Present
Bloomberg March 2011 - February 2013
DTCC 2011 - 2011
Pershing November 2008 - November 2010
Skills
Software Quality..., User Acceptance Testing, Regression Testing, System Testing, Back Office, Requirements Analysis, Quality Center, SDLC, Requirements Gathering, Quality Assurance, Business Analysis
Education
Kean University
BA, Mathematics
Seton Hall University - W. Paul Stillman School of Business
MBA, Finance
John Lindley's Pershing Experience 1985 - 2000
Job Associate Director, Compliance Specialist at UBS
Industry Financial Services
Experience
UBS March 2011 - Present
Leerink Swann 2011 - 2011
Morgan Stanley 2005 - 2009
Neuberger Berman 2001 - 2005
CSFBdirect/DLJdirect 2000 - 2001
Pershing 1985 - 2000
Skills
Trading, Compliance, Accounting, Securities, Process Improvement, Surveillance, Securities Regulation, Project management, SEC compliance, SEC reporting, Project Management, Risk Management, SEC, SEC Filings
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Business
Kaplan University
(2010), Accounting, 3.94
UBS March 2011 - Present
Leerink Swann 2011 - 2011
Morgan Stanley 2005 - 2009
Neuberger Berman 2001 - 2005
CSFBdirect/DLJdirect 2000 - 2001
Pershing 1985 - 2000
Skills
Trading, Compliance, Accounting, Securities, Process Improvement, Surveillance, Securities Regulation, Project management, SEC compliance, SEC reporting, Project Management, Risk Management, SEC, SEC Filings
Education
State University of New York College at Plattsburgh 1981 — 1985
BS, Business
Kaplan University
(2010), Accounting, 3.94
Keith Conrad's Pershing Experience October 2009 - Present
Job Customer Processing Associate at Pershing
Industry Financial Services
Experience
Pershing October 2009 - Present
Wegmans Food Markets September 2000 - May 2009
Skills
Microsoft Office, Microsoft Word, Team Building, Microsoft Excel, Customer Service, Event Management, PowerPoint, Financial Reporting, Prime Brokerage, Account Reconciliation, Customer Retention, Institutional Accounts, Settlement, Regulatory Analysis
Education
Montclair State University 2005 — 2009
Bachelor's degree, Finance, General
Pershing October 2009 - Present
Wegmans Food Markets September 2000 - May 2009
Skills
Microsoft Office, Microsoft Word, Team Building, Microsoft Excel, Customer Service, Event Management, PowerPoint, Financial Reporting, Prime Brokerage, Account Reconciliation, Customer Retention, Institutional Accounts, Settlement, Regulatory Analysis
Education
Montclair State University 2005 — 2009
Bachelor's degree, Finance, General
Maria Frezoulis's Pershing Experience March 2011 - July 2012
Job VP, Product Manager / Global Fund Services,Investor Services
Industry Financial Services
Experience
Citi October 2013 - Present
Citi January 2013 - October 2013
Pershing March 2011 - July 2012
LINK brokers July 2010 - October 2010
Citi 2004 - December 2008
Citi 1999 - 2004
Citi 1996 - 1999
Citi 1994 - 1996
Citi 1993 - 1994
Citi 1993 - 1994
Skills
Business Analysis, Bloomberg, Back Office, FX Options, Banking, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Fixed Income, Middle Office, Securities, Settlement, Trading
Education
New York University 1987 — 1991
BA, Economics and Political Science
Citi October 2013 - Present
Citi January 2013 - October 2013
Pershing March 2011 - July 2012
LINK brokers July 2010 - October 2010
Citi 2004 - December 2008
Citi 1999 - 2004
Citi 1996 - 1999
Citi 1994 - 1996
Citi 1993 - 1994
Citi 1993 - 1994
Skills
Business Analysis, Bloomberg, Back Office, FX Options, Banking, Business Process..., Capital Markets, Equities, Finance, Financial Risk, Fixed Income, Middle Office, Securities, Settlement, Trading
Education
New York University 1987 — 1991
BA, Economics and Political Science
Jim Basher's Pershing Experience June 2007 - July 2012
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
ConvergEx Group February 2013 - January 2014
Pershing June 2007 - July 2012
ITG 2005 - 2007
Correspondent Services 1988 - 2004
Skills
Series 7, Series 63, Securities, Fixed Income, Equities, Trading, Financial Services, Investments, Business Relationship..., Separately Managed..., Prime Brokerage, Series 55, Transition Management, Electronic Trading, FINRA, Bloomberg, Bloomberg Terminal, Asset Allocation, Bonds, Capital Markets, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Market Data, Middle Office, Mutual Funds, Options, Trading Systems
Education
Mercy College
B.S., Computer Information Services
BNY Mellon December 2014 - Present
ConvergEx Group February 2013 - January 2014
Pershing June 2007 - July 2012
ITG 2005 - 2007
Correspondent Services 1988 - 2004
Skills
Series 7, Series 63, Securities, Fixed Income, Equities, Trading, Financial Services, Investments, Business Relationship..., Separately Managed..., Prime Brokerage, Series 55, Transition Management, Electronic Trading, FINRA, Bloomberg, Bloomberg Terminal, Asset Allocation, Bonds, Capital Markets, Derivatives, Equity Trading, Financial Markets, Hedge Funds, Market Data, Middle Office, Mutual Funds, Options, Trading Systems
Education
Mercy College
B.S., Computer Information Services
Seth Baerson's Pershing Experience April 2010 - Present
Job Vice President at Pershing
Industry Investment Management
Experience
Pershing April 2010 - Present
Family Management Corporation June 2007 - June 2009
Pershing LLC 1997 - 2007
Skills
Securities, Series 7, Series 63, Series 24, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
Lehigh University - College of Business and Economics 1993 — 1997
B.S., Finance
Framingham
Pershing April 2010 - Present
Family Management Corporation June 2007 - June 2009
Pershing LLC 1997 - 2007
Skills
Securities, Series 7, Series 63, Series 24, Fixed Income, Hedge Funds, Alternative Investments, Equities
Education
Lehigh University - College of Business and Economics 1993 — 1997
B.S., Finance
Framingham
Katherine Ingravallo's Pershing Experience June 2007 - April 2009
Job VP Operations Management
Industry Financial Services
Experience
Electra Information Systems November 2009 - Present
Pershing June 2007 - April 2009
MEAG November 2005 - June 2007
State Street Investment Management Services, Inc February 2003 - November 2005
J & W Seligman May 1999 - February 2003
Furman Selz March 1996 - July 1999
Skills
Equities, Portfolio Management, Trading, Asset Management, Accounting, Account Reconciliation, Banking, Management, Fixed Income, Securities, Financial Services, Hedge Funds, Back Office, Mutual Funds, Derivatives
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and International Business
New York University 1985 — 1989
BA, Economics
Electra Information Systems November 2009 - Present
Pershing June 2007 - April 2009
MEAG November 2005 - June 2007
State Street Investment Management Services, Inc February 2003 - November 2005
J & W Seligman May 1999 - February 2003
Furman Selz March 1996 - July 1999
Skills
Equities, Portfolio Management, Trading, Asset Management, Accounting, Account Reconciliation, Banking, Management, Fixed Income, Securities, Financial Services, Hedge Funds, Back Office, Mutual Funds, Derivatives
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance and International Business
New York University 1985 — 1989
BA, Economics
Hellen Bayer's Pershing Experience August 2010 - January 2012
Job Project Director
Industry Internet
Experience
Squiz August 2015 - Present
eFront January 2012 - August 2015
Pershing August 2010 - January 2012
Citigroup October 2007 - August 2010
Deutsche Bank September 2002 - October 2007
Merrill Lynch July 1997 - September 2002
Skills
PMO, SDLC, Project Portfolio..., Risk Management, Financial Services, Software Project..., Business Analysis, IT Strategy, Requirements Gathering, Project Management, Vendor Management, Alternative Investments, CRM, Project Delivery, Relationship Management, MS Project, Software Implementation, IT Security Assessments, Management, Microsoft Project, Strategy
Education
New York University 1993 — 1997
BA, English Literature and Political Science
Squiz August 2015 - Present
eFront January 2012 - August 2015
Pershing August 2010 - January 2012
Citigroup October 2007 - August 2010
Deutsche Bank September 2002 - October 2007
Merrill Lynch July 1997 - September 2002
Skills
PMO, SDLC, Project Portfolio..., Risk Management, Financial Services, Software Project..., Business Analysis, IT Strategy, Requirements Gathering, Project Management, Vendor Management, Alternative Investments, CRM, Project Delivery, Relationship Management, MS Project, Software Implementation, IT Security Assessments, Management, Microsoft Project, Strategy
Education
New York University 1993 — 1997
BA, English Literature and Political Science
Rydel Fingal's Pershing Experience June 1999 - June 2002
Job Network operator at ICAP
Industry Computer Networking
Experience
ICAP December 2014 - Present
ATT Systems July 2010 - October 2013
Mellon Bank May 2006 - July 2008
The Bank of New York June 2002 - April 2006
Pershing June 1999 - June 2002
The CIT Group June 1997 - June 1999
Warner-Lambert August 1990 - June 1997
Westinghouse Elevator Company January 1988 - July 1990
Westinghous Elevator Company June 1986 - January 1988
Skills
Troubleshooting, Routers, Servers, Switches, VPN, Visual Basic, Software Installation, Hardware, Networking, COBOL, Program Management, Frame Relay, SDLC, SQL, Cisco Technologies, SharePoint, Data Center, Disaster Recovery, Business Analysis
Education
Hillside
Kean University
B.S, Computer Science
ICAP December 2014 - Present
ATT Systems July 2010 - October 2013
Mellon Bank May 2006 - July 2008
The Bank of New York June 2002 - April 2006
Pershing June 1999 - June 2002
The CIT Group June 1997 - June 1999
Warner-Lambert August 1990 - June 1997
Westinghouse Elevator Company January 1988 - July 1990
Westinghous Elevator Company June 1986 - January 1988
Skills
Troubleshooting, Routers, Servers, Switches, VPN, Visual Basic, Software Installation, Hardware, Networking, COBOL, Program Management, Frame Relay, SDLC, SQL, Cisco Technologies, SharePoint, Data Center, Disaster Recovery, Business Analysis
Education
Hillside
Kean University
B.S, Computer Science
Eduardo Coloma's Pershing Experience January 2010 - June 2013
Job Manager, Client Implementations at Fiserv
Industry Financial Services
Experience
Fiserv July 2013 - Present
Pershing January 2010 - June 2013
Fiserv November 2003 - January 2010
TIAA-CREF 2000 - 2003
EDS 1993 - 2000
Skills
Product Development, Leadership, Financial Services, Business Analysis, SDLC, Portfolio Management, Business Requirements, Management, User Acceptance Testing
Education
New Jersey City University 2000 — 2004
BS, Business Management
Fiserv July 2013 - Present
Pershing January 2010 - June 2013
Fiserv November 2003 - January 2010
TIAA-CREF 2000 - 2003
EDS 1993 - 2000
Skills
Product Development, Leadership, Financial Services, Business Analysis, SDLC, Portfolio Management, Business Requirements, Management, User Acceptance Testing
Education
New Jersey City University 2000 — 2004
BS, Business Management
Christopher Mutone's Pershing Experience March 1996 - June 2001
Job Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2014 - Present
JP Morgan Chase March 2008 - December 2013
Bear Stearns April 2002 - March 2008
Pershing March 1996 - June 2001
Skills
Equities, Prime Brokerage, Securities, Fixed Income, Bloomberg, Investment Banking, Derivatives, Hedge Funds, Asset Managment, Middle Office, Collateral Management, Series 99, Options, Asset Management, Equity Trading, Capital Markets, Credit Derivatives, FINRA, Financial Services, Bonds, Corporate Actions, Equity Derivatives, Series 63, Portfolio Management, Securities Lending, Electronic Trading, Trading, Alternative Investments, Series 7, Settlement, Trading Systems, Mutual Funds, Back Office
Education
Montclair State University 1988 — 1993
BS, Business Administration
St. Peter's College
Business Administration and Management, General
JPMorgan Chase & Co. January 2014 - Present
JP Morgan Chase March 2008 - December 2013
Bear Stearns April 2002 - March 2008
Pershing March 1996 - June 2001
Skills
Equities, Prime Brokerage, Securities, Fixed Income, Bloomberg, Investment Banking, Derivatives, Hedge Funds, Asset Managment, Middle Office, Collateral Management, Series 99, Options, Asset Management, Equity Trading, Capital Markets, Credit Derivatives, FINRA, Financial Services, Bonds, Corporate Actions, Equity Derivatives, Series 63, Portfolio Management, Securities Lending, Electronic Trading, Trading, Alternative Investments, Series 7, Settlement, Trading Systems, Mutual Funds, Back Office
Education
Montclair State University 1988 — 1993
BS, Business Administration
St. Peter's College
Business Administration and Management, General
Daniel McGrath's Pershing Experience 1986 - 1999
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Wells Fargo Securities January 2013 - Present
UBS Investment Bank December 2003 - 2011
ABN AMRO Bank N.V. April 2002 - December 2003
ING Barings April 2000 - April 2002
Jefferies & Company 1999 - 2000
Pershing 1986 - 1999
Skills
Prime Brokerage, Hedge Funds, Middle Office, Financial Services, Operational Risk, Leadership, Relationship Management, Operations Management, Account Management, Team Leadership, Building Relationships, Strategic Leadership, Helping Clients Succeed, Organizational..., Leadership Development, Straight Through..., Cost Management, Equities, Governance, Client Facing Skills, Client Service, Offshore Outsourcing, Change Leadership, Mentoring, Leading Large Teams, Personnel Development, Personnel Leadership, Process Efficiency
Education
Iona College
BBA, Finance
Albertus Magnus HS
Elisabeth Sanchez's Pershing Experience 2003 - 2004
Job IT Technical Support at PSEG
Industry Electrical/Electronic Manufacturing
Experience
PSEG October 2009 - Present
Pfizer Pharmaceuticals 2006 - 2007
Pershing 2003 - 2004
Skills
Troubleshooting, Visio, Active Directory, Software Documentation, SharePoint, Disaster Recovery, Business Analysis, Windows Server, XP, ITIL, Windows 7, SDLC, Technical Support, Microsoft SQL Server, Access
Education
Kean University 2006 — 2009
Master's degree, Management Information Systems, General
New Jersey City University 1996 — 2000
Bachelor of Applied Science (BASc), Computer Science
PSEG October 2009 - Present
Pfizer Pharmaceuticals 2006 - 2007
Pershing 2003 - 2004
Skills
Troubleshooting, Visio, Active Directory, Software Documentation, SharePoint, Disaster Recovery, Business Analysis, Windows Server, XP, ITIL, Windows 7, SDLC, Technical Support, Microsoft SQL Server, Access
Education
Kean University 2006 — 2009
Master's degree, Management Information Systems, General
New Jersey City University 1996 — 2000
Bachelor of Applied Science (BASc), Computer Science
Kate de Gennaro, QPA, QKA's Pershing Experience June 2005 - August 2005
Job Business Manager at Zenith Precision Inc.
Industry Financial Services
Experience
Zenith Precision Inc. February 2015 - Present
The Segal Group March 2013 - March 2015
Preferred Pension Planning Corporation November 2009 - March 2013
Lord Abbett December 2007 - October 2009
Morgan Stanley June 2006 - December 2007
Pershing June 2005 - August 2005
Skills
401k, Employee Benefits, Relationship Management, Financial Services
Education
Monmouth University 2002 — 2006
Business Administration, Marketing, Management
Zenith Precision Inc. February 2015 - Present
The Segal Group March 2013 - March 2015
Preferred Pension Planning Corporation November 2009 - March 2013
Lord Abbett December 2007 - October 2009
Morgan Stanley June 2006 - December 2007
Pershing June 2005 - August 2005
Skills
401k, Employee Benefits, Relationship Management, Financial Services
Education
Monmouth University 2002 — 2006
Business Administration, Marketing, Management
Tim Hoette's Pershing Experience May 2009 - August 2009
Job Sales at Vestcom
Industry Higher Education
Experience
Vestcom December 2013 - Present
Vestcom International Inc. December 2013 - Present
Summit Distrution January 2011 - December 2013
Millikin University August 2006 - May 2010
Pershing May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, Public Relations, Teamwork, Public Speaking, Workshop Facilitation, Research, PowerPoint, Time Management, Event Planning, Microsoft Office
Education
Millikin University 2006 — 2011
B.A, Communication; Organizational Communication
Vestcom December 2013 - Present
Vestcom International Inc. December 2013 - Present
Summit Distrution January 2011 - December 2013
Millikin University August 2006 - May 2010
Pershing May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, Public Relations, Teamwork, Public Speaking, Workshop Facilitation, Research, PowerPoint, Time Management, Event Planning, Microsoft Office
Education
Millikin University 2006 — 2011
B.A, Communication; Organizational Communication
Robert Parrilla's Pershing Experience October 2007 - July 2010
Job CD/Corporate Bond Trader at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC January 2014 - Present
Securevest Financial Group October 2013 - December 2013
BNY Mellon April 2012 - August 2013
Pershing, a BNY Mellon company August 2010 - April 2012
Pershing October 2007 - July 2010
Casio Inc February 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets
Education
Monmouth University 2002 — 2006
Finance
Capital Guardian LLC January 2014 - Present
Securevest Financial Group October 2013 - December 2013
BNY Mellon April 2012 - August 2013
Pershing, a BNY Mellon company August 2010 - April 2012
Pershing October 2007 - July 2010
Casio Inc February 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets
Education
Monmouth University 2002 — 2006
Finance
jerry Gregorio's Pershing Experience 1995 - 2011
Job
Industry
Experience
Pershing 1995 - 2011
Lehmen 1990 - 1993
Education
Long Island University
Pershing 1995 - 2011
Lehmen 1990 - 1993
Education
Long Island University
Johnny A. Romero's Pershing Experience July 2000 - August 2003
Job Operations Manager at CIMB Securities (USA), Inc.
Industry Investment Banking
Experience
CIMB Securities (USA), Inc. July 2012 - Present
RBS Global Banking & Markets May 2011 - July 2012
RBS Global Banking & Markets October 2009 - May 2011
ABN AMRO Bank May 2006 - October 2009
Credit Lyonnais Securities September 2003 - May 2006
Pershing July 2000 - August 2003
Morgan Stanley Dean Witter January 1999 - July 2000
Skills
Middle Office, Equity Derivatives, Fixed Income, Equities, Prime Brokerage, Securities Lending, Swaps, Derivatives, Options, Structured Products, Bloomberg, Back Office, Bonds, Collateral Management, Hedge Funds, Trading, Fidessa, Trading Systems, Financial Markets, Capital Markets, Securities, Settlement, Investment Banking, Electronic Trading, Corporate Actions, Equity Trading, Market Data, Risk Management, Business Analysis, Management
Education
New Jersey City University 1998 — 2005
Finance, Business
Union Hill High School
Union Hill High School
CIMB Securities (USA), Inc. July 2012 - Present
RBS Global Banking & Markets May 2011 - July 2012
RBS Global Banking & Markets October 2009 - May 2011
ABN AMRO Bank May 2006 - October 2009
Credit Lyonnais Securities September 2003 - May 2006
Pershing July 2000 - August 2003
Morgan Stanley Dean Witter January 1999 - July 2000
Skills
Middle Office, Equity Derivatives, Fixed Income, Equities, Prime Brokerage, Securities Lending, Swaps, Derivatives, Options, Structured Products, Bloomberg, Back Office, Bonds, Collateral Management, Hedge Funds, Trading, Fidessa, Trading Systems, Financial Markets, Capital Markets, Securities, Settlement, Investment Banking, Electronic Trading, Corporate Actions, Equity Trading, Market Data, Risk Management, Business Analysis, Management
Education
New Jersey City University 1998 — 2005
Finance, Business
Union Hill High School
Union Hill High School
Thomas Baccarella's Pershing Experience
Job Fixed Income Trade Support at Pershing
Industry Financial Services
Experience
Pershing
Skills
Equities, Settlement, Derivatives, Fixed Income, Securities, Prime Brokerage, Trading, Financial Services, Hedge Funds, Bloomberg, Microsoft Excel, Middle Office, Options, Asset Management, Back Office, Trading Systems, Bonds
Education
New York Institute of Technology
BA, Economics/Banking
Pershing
Skills
Equities, Settlement, Derivatives, Fixed Income, Securities, Prime Brokerage, Trading, Financial Services, Hedge Funds, Bloomberg, Microsoft Excel, Middle Office, Options, Asset Management, Back Office, Trading Systems, Bonds
Education
New York Institute of Technology
BA, Economics/Banking
Dena Mandara's Pershing Experience March 1993 - April 2012
Job Capital Markets Office Manager at The Bank of New York
Industry Financial Services
Experience
The Bank of New York April 2012 - Present
Pershing LLC, affiliate of the Bank of New York Mellon 1993 - 2013
Pershing March 1993 - April 2012
Education
New Jersey City University 1989 — 1994
BS, Political Science
The Bank of New York April 2012 - Present
Pershing LLC, affiliate of the Bank of New York Mellon 1993 - 2013
Pershing March 1993 - April 2012
Education
New Jersey City University 1989 — 1994
BS, Political Science
Shadia Kirk's Pershing Experience May 1998 - Present
Job Product Manager at Pershing
Industry Financial Services
Experience
Pershing May 1998 - Present
Pershing December 1996 - April 1998
US Bank 1995 - 1996
First Bank System 1994 - 1995
Boulevard Bank 1992 - 1994
Boulevard Bank 1989 - 1992
Boulevard Bank 1987 - 1989
Education
The University of Chicago Booth School of Business
MBA, Accounting
Kent State University
Bachelor of Science (B.S.), Photography
Pershing May 1998 - Present
Pershing December 1996 - April 1998
US Bank 1995 - 1996
First Bank System 1994 - 1995
Boulevard Bank 1992 - 1994
Boulevard Bank 1989 - 1992
Boulevard Bank 1987 - 1989
Education
The University of Chicago Booth School of Business
MBA, Accounting
Kent State University
Bachelor of Science (B.S.), Photography
Bryan Watts's Pershing Experience January 2006 - May 2007
Job Polyethylene New Product Development
Industry International Trade and Development
Experience
Mentor Dynamics LTD April 2013 - Present
Sport and health Herndon Va May 2008 - December 2010
Pershing January 2006 - May 2007
Town Sports International January 2003 - February 2005
Skills
Customer Service, Research, Management, Leadership, Strategic Planning, Microsoft Office, Team Building, Team Leadership, Microsoft Excel, PowerPoint, Business Analysis, Marketing Communications, Human Resources, Employee Relations, Facebook, Business Intelligence, Social Media, Management Consulting, Talent Management, Business Development, Contract Negotiation, Nonprofits, New Business Development
Education
James Madison University 1997 — 2001
Bachelor of Arts (BA), International Relations and Affairs, French Minor
Mentor Dynamics LTD April 2013 - Present
Sport and health Herndon Va May 2008 - December 2010
Pershing January 2006 - May 2007
Town Sports International January 2003 - February 2005
Skills
Customer Service, Research, Management, Leadership, Strategic Planning, Microsoft Office, Team Building, Team Leadership, Microsoft Excel, PowerPoint, Business Analysis, Marketing Communications, Human Resources, Employee Relations, Facebook, Business Intelligence, Social Media, Management Consulting, Talent Management, Business Development, Contract Negotiation, Nonprofits, New Business Development
Education
James Madison University 1997 — 2001
Bachelor of Arts (BA), International Relations and Affairs, French Minor
Gillian Buckley's Pershing Experience November 2010 - Present
Job Business Planning Manager at Pershing
Industry Financial Services
Experience
Pershing November 2010 - Present
Argent Associates March 2009 - November 2010
Ryan Beck & Co. April 1987 - March 2008
Skills
Series 7, Strategic Planning, Business Strategy, Strategy, Business Analysis, Project Management, Process Improvement, Financial Services, Business Process...
Education
Moravian College 1982 — 1986
Pershing November 2010 - Present
Argent Associates March 2009 - November 2010
Ryan Beck & Co. April 1987 - March 2008
Skills
Series 7, Strategic Planning, Business Strategy, Strategy, Business Analysis, Project Management, Process Improvement, Financial Services, Business Process...
Education
Moravian College 1982 — 1986
Fred Blank's Pershing Experience March 2007 - May 2008
Job Senior Analyst at Con Edison
Industry Financial Services
Experience
Con Edison September 2012 - Present
Bank of America June 2008 - September 2009
Pershing March 2007 - May 2008
Pershing March 2007 - May 2008
Securities Industry Automation Corporation (SIAC) August 1981 - November 2006
Securities Industry Automation Corporation August 1981 - November 2006
Skills
Banking, Account Reconciliation, Customer Service, Administration, Microsoft Excel, Analysis, Microsoft Office, Management, Business Analysis, Investments, Risk Management, Financial Services, Process Improvement, Equities, CRM
Education
Kingsborough Community College 1976 — 1978
Associates, Liberal Arts
Con Edison September 2012 - Present
Bank of America June 2008 - September 2009
Pershing March 2007 - May 2008
Pershing March 2007 - May 2008
Securities Industry Automation Corporation (SIAC) August 1981 - November 2006
Securities Industry Automation Corporation August 1981 - November 2006
Skills
Banking, Account Reconciliation, Customer Service, Administration, Microsoft Excel, Analysis, Microsoft Office, Management, Business Analysis, Investments, Risk Management, Financial Services, Process Improvement, Equities, CRM
Education
Kingsborough Community College 1976 — 1978
Associates, Liberal Arts
Jacqueline Mack's Pershing Experience June 1999 - August 2002
Job
Industry Higher Education
Experience
UMASL 2006 - 2013
Piscataway Township Public Schools September 2007 - June 2010
Piscataway School District September 2007 - June 2010
Flemington-Raritan School District September 2005 - June 2007
Union Jointure Commission September 2004 - June 2005
Middlesex County Educational Services Commission September 2003 - September 2004
Montessori Connections June 2003 - August 2003
Piscataway Public Schools May 2003 - June 2003
Pershing June 1999 - August 2002
Chubb Computer Services July 1997 - June 1999
Skills
Training, Curriculum Design, Leadership, Management, Teaching, Program Management, PowerPoint, Event Management, Microsoft Excel, Budgets, Time Management, Microsoft Word, Project Management, Classroom Management, Human Resources, XP, Editing
Education
Kean University
Masters of Arts, Educational Media Specialization
Kean University
MA, EDUCATIONAL MEDIA SPECIALIST
Rutgers, The State University of NJ
BS, Business Management
UMASL 2006 - 2013
Piscataway Township Public Schools September 2007 - June 2010
Piscataway School District September 2007 - June 2010
Flemington-Raritan School District September 2005 - June 2007
Union Jointure Commission September 2004 - June 2005
Middlesex County Educational Services Commission September 2003 - September 2004
Montessori Connections June 2003 - August 2003
Piscataway Public Schools May 2003 - June 2003
Pershing June 1999 - August 2002
Chubb Computer Services July 1997 - June 1999
Skills
Training, Curriculum Design, Leadership, Management, Teaching, Program Management, PowerPoint, Event Management, Microsoft Excel, Budgets, Time Management, Microsoft Word, Project Management, Classroom Management, Human Resources, XP, Editing
Education
Kean University
Masters of Arts, Educational Media Specialization
Kean University
MA, EDUCATIONAL MEDIA SPECIALIST
Rutgers, The State University of NJ
BS, Business Management
Adam Margulies, Esq.'s Pershing Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
EY September 2014 - Present
Certilman Balin September 2013 - May 2014
Certilman Balin June 2013 - September 2013
Mid-Island Mortgage Corp. January 2010 - August 2013
Internal Revenue Service August 2012 - December 2012
Pershing June 2012 - August 2012
Skills
Mortgage Lending, Loans, Westlaw, Legal Writing, Bankruptcy, HMDA, FDCPA, Financial Analysis, OFAC, Uniform Commercial Code, Real Estate, Residential Mortgages, Mortgage Banking, Loan Origination, FHA, Refinance, Credit, Real Estate Financing, Real Estate Economics, Investment Properties, FHA financing, Lexis, Closings, Real Estate Transactions, Commercial Mortgages, Commercial Real Estate, Commercial Lending, Tax
Education
Hofstra University School of Law 2011 — 2014
Juris Doctor
State University of New York at Binghamton 1999 — 2003
BA
EY September 2014 - Present
Certilman Balin September 2013 - May 2014
Certilman Balin June 2013 - September 2013
Mid-Island Mortgage Corp. January 2010 - August 2013
Internal Revenue Service August 2012 - December 2012
Pershing June 2012 - August 2012
Skills
Mortgage Lending, Loans, Westlaw, Legal Writing, Bankruptcy, HMDA, FDCPA, Financial Analysis, OFAC, Uniform Commercial Code, Real Estate, Residential Mortgages, Mortgage Banking, Loan Origination, FHA, Refinance, Credit, Real Estate Financing, Real Estate Economics, Investment Properties, FHA financing, Lexis, Closings, Real Estate Transactions, Commercial Mortgages, Commercial Real Estate, Commercial Lending, Tax
Education
Hofstra University School of Law 2011 — 2014
Juris Doctor
State University of New York at Binghamton 1999 — 2003
BA
Michelle Taras's Pershing Experience July 2007 - Present
Job Senior Administrative Assistant at Pershing
Industry Financial Services
Experience
Pershing July 2007 - Present
Society Hill Title Agency, Inc. September 2002 - July 2007
Pershing February 2000 - September 2002
Education
University of Phoenix 2011 — 2013
Middlesex County College 2010 — 2011
Pershing July 2007 - Present
Society Hill Title Agency, Inc. September 2002 - July 2007
Pershing February 2000 - September 2002
Education
University of Phoenix 2011 — 2013
Middlesex County College 2010 — 2011
Doreen Rodriguez-Ochoa's Pershing Experience January 1984 - December 1986
Job Supervisor Asset Services Corporation Actions at Depository Trust & Clearing Corp.
Industry Financial Services
Experience
Depository Trust & Clearing Corp. January 1987 - Present
Pershing January 1984 - December 1986
BNY Mellon June 1981 - December 1984
Skills
Bonds, Securities, Equities, Derivatives, Risk Management, Back Office, Corporate Actions, Settlement, Financial Risk, Relationship Management
Education
Nassau Community College 1997 — 1998
Majored in Business Administration
Depository Trust & Clearing Corp. January 1987 - Present
Pershing January 1984 - December 1986
BNY Mellon June 1981 - December 1984
Skills
Bonds, Securities, Equities, Derivatives, Risk Management, Back Office, Corporate Actions, Settlement, Financial Risk, Relationship Management
Education
Nassau Community College 1997 — 1998
Majored in Business Administration
Anthony Berni's Pershing Experience June 2011 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
Standard Bank New York 2012 - Present
Lapides Asset Management September 2011 - February 2012
Pershing June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Power Point, Bloomberg, Leadership, Organization, Public Speaking, Team Building, Management, Communication
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Standard Bank New York 2012 - Present
Lapides Asset Management September 2011 - February 2012
Pershing June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Power Point, Bloomberg, Leadership, Organization, Public Speaking, Team Building, Management, Communication
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Brian O'Halloran's Pershing Experience 1995 - 2002
Job Assistant Vice President at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York 2002 - Present
Pershing 1995 - 2002
Skills
Credit Analysis, Capital Markets, Alternative Investments, Risk Management, Financial Analysis, Fixed Income, Financial Modeling, Securities, Hedge Funds, Bloomberg, Banking, Equities, Financial Risk, Portfolio Management
Education
NYU Stern School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Federal Reserve Bank of New York 2002 - Present
Pershing 1995 - 2002
Skills
Credit Analysis, Capital Markets, Alternative Investments, Risk Management, Financial Analysis, Fixed Income, Financial Modeling, Securities, Hedge Funds, Bloomberg, Banking, Equities, Financial Risk, Portfolio Management
Education
NYU Stern School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
Lafayette College 1991 — 1995
Bachelor of Arts (B.A.), Economics
Glenn Jahrsdoerfer's Pershing Experience May 2007 - August 2012
Job Safe Banking Systems
Industry Computer Software
Experience
Safe Banking Systems September 2012 - Present
Pershing May 2007 - August 2012
Citi April 2005 - April 2007
Lehman Brothers October 1999 - April 2005
Skills
AML, Risk Management, Private Investigations, KYC, Securities, Project Management, Financial Risk, Series 7
Education
Long Island University, C.W. Post Campus
Master of Library & Information Science (MLIS)
Safe Banking Systems September 2012 - Present
Pershing May 2007 - August 2012
Citi April 2005 - April 2007
Lehman Brothers October 1999 - April 2005
Skills
AML, Risk Management, Private Investigations, KYC, Securities, Project Management, Financial Risk, Series 7
Education
Long Island University, C.W. Post Campus
Master of Library & Information Science (MLIS)
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