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
Louis DeVenuto Louis DeVenuto's Pershing Experience August 2006 - October 2013
Job Vice President Enterprise Architecture at Pershing
Industry Computer Software
Experience
BNY Mellon October 2013 - Present
Pershing August 2006 - October 2013
Metlife 2000 - 2006
MetLife 1998 - 1999
Infocus 1998 - 1999
Beneficial 1997 - 1998
Beneficial Bank 1997 - 1998
Merck Medco November 1995 - April 1997
Smith Barney July 1995 - November 1995
K-mart Fashions June 1993 - July 1995
Skills
DB2, Microsoft SQL Server, Enterprise Architecture, JCL, Data Warehousing, SDLC, Business Analysis, Vendor Management, Data Modeling, IT Strategy, Requirements Analysis, Requirements Gathering, Master Data Management, Software Project..., Business Requirements, PMO, Business Architecture, Business Intelligence, Data Management, Financial Services, Oracle, Teradata, Data Governance, IT Management, Mainframe, Database Design, Databases, Agile Methodologies, Project Management, Visio, PMP, ETL, Data Architecture, CICS, COBOL, Program Management, SOA
Education
Seton Hall University 1989 — 1993
BNY Mellon October 2013 - Present
Pershing August 2006 - October 2013
Metlife 2000 - 2006
MetLife 1998 - 1999
Infocus 1998 - 1999
Beneficial 1997 - 1998
Beneficial Bank 1997 - 1998
Merck Medco November 1995 - April 1997
Smith Barney July 1995 - November 1995
K-mart Fashions June 1993 - July 1995
Skills
DB2, Microsoft SQL Server, Enterprise Architecture, JCL, Data Warehousing, SDLC, Business Analysis, Vendor Management, Data Modeling, IT Strategy, Requirements Analysis, Requirements Gathering, Master Data Management, Software Project..., Business Requirements, PMO, Business Architecture, Business Intelligence, Data Management, Financial Services, Oracle, Teradata, Data Governance, IT Management, Mainframe, Database Design, Databases, Agile Methodologies, Project Management, Visio, PMP, ETL, Data Architecture, CICS, COBOL, Program Management, SOA
Education
Seton Hall University 1989 — 1993
Catherine (Catherine Gill) Lucchino Catherine (Catherine Gill) Lucchino's Pershing Experience May 2010 - August 2010
Job Global HRO Delivery Lead and Project Manager WFA, Compensation & Benefits at IBM
Industry Human Resources
Experience
IBM July 2012 - Present
IBM Global Process Services Delivery August 2010 - Present
Pershing May 2010 - August 2010
InvestLink Technologies 2009 - 2010
ACS May 2005 - January 2009
Affiliated Computer Services August 2003 - May 2005
Mellon HR Solutions February 2002 - August 2003
Mellon HR Solutions January 1994 - February 2002
Skills
Vendor Management, OMNI, 401k, Benefits Administration, Internal Audit, Outsourcing, Pensions, Benefits, Defined Benefit, Employee Benefits, Project Management, Change Management, Mergers & Acquisitions, Business Analysis, Risk Management, SDLC, Program Management, Service Delivery, BPaaS, Leadership, CRM, Strategy, Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2002
BS, Business Management
IBM July 2012 - Present
IBM Global Process Services Delivery August 2010 - Present
Pershing May 2010 - August 2010
InvestLink Technologies 2009 - 2010
ACS May 2005 - January 2009
Affiliated Computer Services August 2003 - May 2005
Mellon HR Solutions February 2002 - August 2003
Mellon HR Solutions January 1994 - February 2002
Skills
Vendor Management, OMNI, 401k, Benefits Administration, Internal Audit, Outsourcing, Pensions, Benefits, Defined Benefit, Employee Benefits, Project Management, Change Management, Mergers & Acquisitions, Business Analysis, Risk Management, SDLC, Program Management, Service Delivery, BPaaS, Leadership, CRM, Strategy, Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2002
BS, Business Management
Pamela Sol Merry Pamela Sol Merry's Pershing Experience June 2009 - June 2010
Job Client Service Rep at Deutsche Bank
Industry Financial Services
Experience
High Fives for Hope December 2010 - Present
Deutsche Bank July 2010 - Present
Pershing June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Swaps, Mutual Funds, Client Services, Leadership, Bloomberg, Equities, Fundraising, Negotiation, Finance, Event Planning, Portfolio Management, Microsoft Excel, Marketing, Investments, Investment Banking, Analysis
Education
Stetson University 2005 — 2009
Bachelor's degree, Major in Marketing and Minor in MIS
Stetson University 2005 — 2009
BA, Marketing, Management Information Systems
High Fives for Hope December 2010 - Present
Deutsche Bank July 2010 - Present
Pershing June 2009 - June 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Swaps, Mutual Funds, Client Services, Leadership, Bloomberg, Equities, Fundraising, Negotiation, Finance, Event Planning, Portfolio Management, Microsoft Excel, Marketing, Investments, Investment Banking, Analysis
Education
Stetson University 2005 — 2009
Bachelor's degree, Major in Marketing and Minor in MIS
Stetson University 2005 — 2009
BA, Marketing, Management Information Systems
Lydia T. Bailey's Pershing Experience June 2007 - August 2008
Job HR Consultant at U.S. Environmental Protection Agency
Industry Human Resources
Experience
US Environmental Protection Agency (EPA) July 2010 - Present
Temple University January 2010 - April 2011
Temple University SHRM 2010 - 2011
Temple University Disability Resources and Services October 2008 - May 2010
Pershing, a BNY Mellon company June 2009 - August 2009
Pershing June 2007 - August 2008
Skills
Employee Relations, Organizational..., Human Resources, Recruiting, Labor Relations, Management, New Hire Orientations, Project Management, Training, Succession Planning
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resource Management, Management Information Systems
US Environmental Protection Agency (EPA) July 2010 - Present
Temple University January 2010 - April 2011
Temple University SHRM 2010 - 2011
Temple University Disability Resources and Services October 2008 - May 2010
Pershing, a BNY Mellon company June 2009 - August 2009
Pershing June 2007 - August 2008
Skills
Employee Relations, Organizational..., Human Resources, Recruiting, Labor Relations, Management, New Hire Orientations, Project Management, Training, Succession Planning
Education
Temple University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resource Management, Management Information Systems
Christopher Manrell Christopher Manrell's Pershing Experience August 2006 - November 2011
Job Chief Operations Officer
Industry Automotive
Experience
Micheals Motor Cars January 2014 - Present
. November 2011 - Present
Pershing August 2006 - November 2011
Pershing March 2003 - August 2006
Investec September 2000 - March 2003
Skills
Relationship Management, Product Management, Investments, Business Relationship..., CRM, Product Strategies, Customer Service, Business Process..., Financial Services, Fixed Income, Portfolio Management, Series 7, Risk Management, Trading, Business Analysis, Vendor Management
Education
State University of New York - System
Micheals Motor Cars January 2014 - Present
. November 2011 - Present
Pershing August 2006 - November 2011
Pershing March 2003 - August 2006
Investec September 2000 - March 2003
Skills
Relationship Management, Product Management, Investments, Business Relationship..., CRM, Product Strategies, Customer Service, Business Process..., Financial Services, Fixed Income, Portfolio Management, Series 7, Risk Management, Trading, Business Analysis, Vendor Management
Education
State University of New York - System
Ken Morina Ken Morina's Pershing Experience August 1987 - August 2005
Job Printer Operator at RR Donnelley
Industry Printing
Experience
RR Donnelley November 2011 - Present
The Core Organization October 2007 - April 2011
Comgraphics, inc September 2010 - September 2010
Diamond Marketing Solutions June 2006 - January 2008
Mercola.com March 2006 - June 2006
Pershing August 1987 - August 2005
Sears, Roebuck and Co. September 1975 - March 1988
Control Data Institute July 1986 - November 1987
US Navy Reserve January 1982 - January 1982
Skills
Programming in Cobol..., Oce and Xerox printers, PrintnetT programming..., Network Administration, BAUM cutters and folders, Excel spreadsheets..., MSWord Mail merges, Cashiering, Microsoft Word, Data Entry, Customer Service, Printers, Microsoft Excel, Windows, PowerPoint, Microsoft Office, Outlook, Access, Management, Training, Process Improvement, Teamwork
Education
Kishwaukee College 2011 — 2015
None, Computer Programming and Pc Maintenance/Help Desk
Control Data Institute, Chicago IL 1985 — 1986
Certificate, Computer Programming and Ops
South Suburban College 1977 — 1978
None, Computer Programming and Ops.
Thornridge High School, Dolton IL 1974 — 1976
Diploma, Computer Programming and Ops
RR Donnelley November 2011 - Present
The Core Organization October 2007 - April 2011
Comgraphics, inc September 2010 - September 2010
Diamond Marketing Solutions June 2006 - January 2008
Mercola.com March 2006 - June 2006
Pershing August 1987 - August 2005
Sears, Roebuck and Co. September 1975 - March 1988
Control Data Institute July 1986 - November 1987
US Navy Reserve January 1982 - January 1982
Skills
Programming in Cobol..., Oce and Xerox printers, PrintnetT programming..., Network Administration, BAUM cutters and folders, Excel spreadsheets..., MSWord Mail merges, Cashiering, Microsoft Word, Data Entry, Customer Service, Printers, Microsoft Excel, Windows, PowerPoint, Microsoft Office, Outlook, Access, Management, Training, Process Improvement, Teamwork
Education
Kishwaukee College 2011 — 2015
None, Computer Programming and Pc Maintenance/Help Desk
Control Data Institute, Chicago IL 1985 — 1986
Certificate, Computer Programming and Ops
South Suburban College 1977 — 1978
None, Computer Programming and Ops.
Thornridge High School, Dolton IL 1974 — 1976
Diploma, Computer Programming and Ops
Ester Rafailova Ester Rafailova's Pershing Experience June 2011 - September 2011
Job Underwriter at Starr Companies
Industry Insurance
Experience
Starr Companies June 2015 - Present
Negley Associates June 2013 - May 2015
St. John's University July 2012 - May 2013
Reuben Warner Associates, Inc. November 2011 - May 2013
Pershing June 2011 - September 2011
Opal Financial Group February 2011 - May 2011
Skills
Marketing, Marketing Communications, Email Marketing, Marketing Strategy, Direct Marketing, Product Marketing, Advertising, Marketing Management, Relationship Management, Online Advertising, Product Management, Social Media, Market Research, Social Media Marketing, Brand Management, Integrated Marketing, Financial Services, Project Management, Event Planning, Fundraising, Marketing Research, Leadership, Account Management, Public Relations, Event Management
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2013
BS/M.B.A, Marketing/Marketing Management, General
Staten Island Tech 2004 — 2008
Starr Companies June 2015 - Present
Negley Associates June 2013 - May 2015
St. John's University July 2012 - May 2013
Reuben Warner Associates, Inc. November 2011 - May 2013
Pershing June 2011 - September 2011
Opal Financial Group February 2011 - May 2011
Skills
Marketing, Marketing Communications, Email Marketing, Marketing Strategy, Direct Marketing, Product Marketing, Advertising, Marketing Management, Relationship Management, Online Advertising, Product Management, Social Media, Market Research, Social Media Marketing, Brand Management, Integrated Marketing, Financial Services, Project Management, Event Planning, Fundraising, Marketing Research, Leadership, Account Management, Public Relations, Event Management
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2013
BS/M.B.A, Marketing/Marketing Management, General
Staten Island Tech 2004 — 2008
Cristina Franciosa's Pershing Experience August 2012 - August 2014
Job Singer/Songwriter
Industry Entertainment
Experience
Casting Networks, Inc. October 2014 - Present
The Muzic Store November 2014 - June 2015
Pershing August 2012 - August 2014
Pumpernickel Restaurant October 2011 - June 2012
Irvington School District May 2009 - November 2011
Edgemont Day Camp July 2011 - August 2011
WMDT 47 News May 2011 - July 2011
Salisbury University August 2010 - May 2011
Salisbury University August 2009 - May 2011
Salisbury University August 2010 - December 2010
Skills
Video Editing, Sound Editing, Film Production, News Writing, Script Writing, PSA Writing, Television Studio..., Television News..., Audio Post Production, Audio Editing, Camera Operating, Sound System Set-Ups, Microphone Placement, Media Production, Writing for Media, Producing Documentaries, News Packages, Post Production, Public Speaking, Customer Service, Social Media, Film, Event Management, Microsoft Office
Education
Salisbury University 2007 — 2011
Communication Arts, Media Production
Casting Networks, Inc. October 2014 - Present
The Muzic Store November 2014 - June 2015
Pershing August 2012 - August 2014
Pumpernickel Restaurant October 2011 - June 2012
Irvington School District May 2009 - November 2011
Edgemont Day Camp July 2011 - August 2011
WMDT 47 News May 2011 - July 2011
Salisbury University August 2010 - May 2011
Salisbury University August 2009 - May 2011
Salisbury University August 2010 - December 2010
Skills
Video Editing, Sound Editing, Film Production, News Writing, Script Writing, PSA Writing, Television Studio..., Television News..., Audio Post Production, Audio Editing, Camera Operating, Sound System Set-Ups, Microphone Placement, Media Production, Writing for Media, Producing Documentaries, News Packages, Post Production, Public Speaking, Customer Service, Social Media, Film, Event Management, Microsoft Office
Education
Salisbury University 2007 — 2011
Communication Arts, Media Production
S. Brooke Wilson, CRPC®'s Pershing Experience May 2011 - December 2011
Job Group Project Specialist at The Bailey Group
Industry Financial Services
Experience
The Bailey Group November 2014 - Present
Merrill Edge April 2014 - October 2014
The Bailey Group March 2013 - April 2014
The Bailey Group December 2011 - February 2013
Pershing May 2011 - December 2011
The Bogdahn Group May 2010 - May 2011
The Bogdahn Group March 2010 - May 2010
Pershing June 2009 - August 2009
Skills
Licensed Life & Health..., Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Compliance, Employee Benefits, Benefits Administration, English grammar, Problem Solving, Business Relationship..., Employee Relations, Account Management, Health Insurance, Mutual Funds, Risk Management, Investments, Series 7, Asset Allocation, Strategic Financial..., Securities, Equities, Fixed Income, Finance, Life Insurance, Financial Planning
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), summa cum laude, Finance and Management
St. Augustine High School 2002 — 2006
The Bailey Group November 2014 - Present
Merrill Edge April 2014 - October 2014
The Bailey Group March 2013 - April 2014
The Bailey Group December 2011 - February 2013
Pershing May 2011 - December 2011
The Bogdahn Group May 2010 - May 2011
The Bogdahn Group March 2010 - May 2010
Pershing June 2009 - August 2009
Skills
Licensed Life & Health..., Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, Compliance, Employee Benefits, Benefits Administration, English grammar, Problem Solving, Business Relationship..., Employee Relations, Account Management, Health Insurance, Mutual Funds, Risk Management, Investments, Series 7, Asset Allocation, Strategic Financial..., Securities, Equities, Fixed Income, Finance, Life Insurance, Financial Planning
Education
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), summa cum laude, Finance and Management
St. Augustine High School 2002 — 2006
David Raw David Raw's Pershing Experience 2007 - 2009
Job Chief Solutions ArchitectSystems Owner&Privacy Officer at Dept of Homeland Security Headquarters Management Directorate
Industry Government Administration
Experience
US Department of Homeland Security August 2010 - Present
US Department of Homeland Security August 2010 - Present
American Cancer Society & Wounded Warrior Foundation 2009 - Present
Morgan Stanley Smith Barney - Princeton Information April 2010 - August 2010
TCT Cost Consultants 2009 - August 2010
U.S. Green Building Council 2009 - August 2010
Pershing 2007 - 2009
JP Morgan Chase 1990 - 2007
JPMorgan Chase 1990 - 2007
The Chase Manhattan Bank 1990 - 2007
Skills
Solution Architecture, Enterprise Architecture, Secure Computing..., Cloud Computing, Private Cloud, Public Cloud, Six Sigma, CMMI Level 5, Agile Methodologies, Scrum, RAD, JAD, COBIT, RUP Methodologies, Mergers, Enterprise Integration, System Testing, Performance Improvement, Mobile Technology, Information Assurance, Information Security..., TQM, ITIL, IT Strategy, SEI CMM, Operational Risk..., Technology Risk, IT Service Management, IT Security Best..., Remote Access, SELC, SDLC, Business Process..., Operating Efficiencies, Cost Management, IT Service Delivery, Matrix Management, Building World Class..., Compliance, Data Privacy, Privacy Protection, Privacy Compliance, Performance Testing, Integration Testing, High Availability..., Business Continuity, Disaster Recovery, Building Coalitions, Service Delivery..., Service Level Management
Education
Agile Development
SCRUM Master
SIx Sigma
Black Belt
Total Quality Management (TQM)
Facilitator
Stony Brook University
US Department of Homeland Security August 2010 - Present
US Department of Homeland Security August 2010 - Present
American Cancer Society & Wounded Warrior Foundation 2009 - Present
Morgan Stanley Smith Barney - Princeton Information April 2010 - August 2010
TCT Cost Consultants 2009 - August 2010
U.S. Green Building Council 2009 - August 2010
Pershing 2007 - 2009
JP Morgan Chase 1990 - 2007
JPMorgan Chase 1990 - 2007
The Chase Manhattan Bank 1990 - 2007
Skills
Solution Architecture, Enterprise Architecture, Secure Computing..., Cloud Computing, Private Cloud, Public Cloud, Six Sigma, CMMI Level 5, Agile Methodologies, Scrum, RAD, JAD, COBIT, RUP Methodologies, Mergers, Enterprise Integration, System Testing, Performance Improvement, Mobile Technology, Information Assurance, Information Security..., TQM, ITIL, IT Strategy, SEI CMM, Operational Risk..., Technology Risk, IT Service Management, IT Security Best..., Remote Access, SELC, SDLC, Business Process..., Operating Efficiencies, Cost Management, IT Service Delivery, Matrix Management, Building World Class..., Compliance, Data Privacy, Privacy Protection, Privacy Compliance, Performance Testing, Integration Testing, High Availability..., Business Continuity, Disaster Recovery, Building Coalitions, Service Delivery..., Service Level Management
Education
Agile Development
SCRUM Master
SIx Sigma
Black Belt
Total Quality Management (TQM)
Facilitator
Stony Brook University
Elizabeth (Crum) Schickling Elizabeth (Crum) Schickling's Pershing Experience December 2009 - May 2010
Job Project Manager, Marketing
Industry Marketing and Advertising
Experience
Worldwide Clinical Trials March 2015 - Present
Hartford Funds September 2013 - March 2015
Hartford Funds May 2012 - September 2013
PharmaNet/i3 May 2010 - May 2012
Pershing December 2009 - May 2010
PLANCO/The Hartford June 2007 - July 2009
PLANCO/The Hartford December 2006 - May 2007
Skills
Leadership, Marketing, Training, PowerPoint, Outlook, Dreamweaver, Microsoft Word, Lotus Notes, Microsoft Office, Marketing Communications, Salesforce.com, Photoshop, Series 63, Event Planning, Time Management, Project Management, QuarkXPress, Series 6, Mutual Funds, Financial Services, Process Improvement, Meeting Planning, Adobe Creative Suite, Communication, Customer Service, Content Management, Clinical Trials
Education
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor's, Social Work
Honesdale High School 1998 — 2002
High School Diploma
Worldwide Clinical Trials March 2015 - Present
Hartford Funds September 2013 - March 2015
Hartford Funds May 2012 - September 2013
PharmaNet/i3 May 2010 - May 2012
Pershing December 2009 - May 2010
PLANCO/The Hartford June 2007 - July 2009
PLANCO/The Hartford December 2006 - May 2007
Skills
Leadership, Marketing, Training, PowerPoint, Outlook, Dreamweaver, Microsoft Word, Lotus Notes, Microsoft Office, Marketing Communications, Salesforce.com, Photoshop, Series 63, Event Planning, Time Management, Project Management, QuarkXPress, Series 6, Mutual Funds, Financial Services, Process Improvement, Meeting Planning, Adobe Creative Suite, Communication, Customer Service, Content Management, Clinical Trials
Education
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor's, Social Work
Honesdale High School 1998 — 2002
High School Diploma
Anthony Valente Anthony Valente's Pershing Experience March 2005 - June 2008
Job Vice President, Business Development at Portfolio Pathway, LLC
Industry Financial Services
Experience
Portfolio Pathway LLC June 2008 - Present
Pershing March 2005 - June 2008
Merrill Lynch 2004 - March 2005
Merrill Lynch 2002 - 2004
Skills
New Business Development, Business Relationship..., Software Project..., Series 7, Wealth Management, Investment Advisory, Portfolio Management, Securities, Series 24, Investment Management, Series 63, Financial Services, Relationship Management, Vendor Management, Business Development, Business Process...
Education
The College of New Jersey 1998 — 2002
BSBA, Information Systems Management
Portfolio Pathway LLC June 2008 - Present
Pershing March 2005 - June 2008
Merrill Lynch 2004 - March 2005
Merrill Lynch 2002 - 2004
Skills
New Business Development, Business Relationship..., Software Project..., Series 7, Wealth Management, Investment Advisory, Portfolio Management, Securities, Series 24, Investment Management, Series 63, Financial Services, Relationship Management, Vendor Management, Business Development, Business Process...
Education
The College of New Jersey 1998 — 2002
BSBA, Information Systems Management
Cedric Bennett Jr.'s Pershing Experience April 2012 - August 2012
Job Project Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company August 2013 - December 2014
Trax Capital Management August 2012 - February 2013
Applied Strategy Incorporated-Team Competitive Advantage August 2012 - December 2012
Pershing April 2012 - August 2012
Wells Fargo January 2012 - June 2012
Marcus & Millichap August 2011 - January 2012
Skills
Group Presentations, Real Estate, Research, Word, People Skills, Open-minded, Able To Work Under..., Self-driven, Natural Leader, Curiosity, Eager To Learn, Perceptive, Initiator, Decisiveness, Focus On Results, Stress Resistant, Personal Service, Multitasker, Team Motivator, Microsoft Word, Investments, Leadership, Finance, Focus Groups, Open Minded, Time Management, Stress Management
Education
University of Central Florida 2010 — 2012
Bachelor's of Science of Business Administration, Finance, Real Estate, & Leadership Studies
Tallahassee Community College 2008 — 2010
Associate of Arts (Honors), Business
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company August 2013 - December 2014
Trax Capital Management August 2012 - February 2013
Applied Strategy Incorporated-Team Competitive Advantage August 2012 - December 2012
Pershing April 2012 - August 2012
Wells Fargo January 2012 - June 2012
Marcus & Millichap August 2011 - January 2012
Skills
Group Presentations, Real Estate, Research, Word, People Skills, Open-minded, Able To Work Under..., Self-driven, Natural Leader, Curiosity, Eager To Learn, Perceptive, Initiator, Decisiveness, Focus On Results, Stress Resistant, Personal Service, Multitasker, Team Motivator, Microsoft Word, Investments, Leadership, Finance, Focus Groups, Open Minded, Time Management, Stress Management
Education
University of Central Florida 2010 — 2012
Bachelor's of Science of Business Administration, Finance, Real Estate, & Leadership Studies
Tallahassee Community College 2008 — 2010
Associate of Arts (Honors), Business
Colette Rex Colette Rex's Pershing Experience March 1994 - August 2000
Job Executive Vice President at COR Clearing, LLC
Industry Financial Services
Experience
COR Clearing LLC November 2012 - Present
Morgan Stanley Wealth Management March 2011 - November 2012
BPU Investment Management, Inc April 2010 - October 2010
Grandview Group July 2007 - December 2009
AXA Advisors, LLC August 2000 - March 2007
The MONY Group 2003 - 2005
Pershing March 1994 - August 2000
Pershing September 1990 - August 2000
Pershing Div of BNY June 1993 - March 1994
Pershing Div of BNY December 1990 - June 1993
Education
Saint Peter's University 1992 — 1995
B.S., Business Management
Lake High School 1974 — 1978
Middlebranch Junior High
Saint Peter's College
B.S, Business Management
The Ohio State University
COR Clearing LLC November 2012 - Present
Morgan Stanley Wealth Management March 2011 - November 2012
BPU Investment Management, Inc April 2010 - October 2010
Grandview Group July 2007 - December 2009
AXA Advisors, LLC August 2000 - March 2007
The MONY Group 2003 - 2005
Pershing March 1994 - August 2000
Pershing September 1990 - August 2000
Pershing Div of BNY June 1993 - March 1994
Pershing Div of BNY December 1990 - June 1993
Education
Saint Peter's University 1992 — 1995
B.S., Business Management
Lake High School 1974 — 1978
Middlebranch Junior High
Saint Peter's College
B.S, Business Management
The Ohio State University
Barry Mione's Pershing Experience 1994 - 1996
Job CEO, Kapitall Generation LLC at Kapitall
Industry Financial Services
Experience
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Kapitall August 2011 - Present
BNY Mellon October 2010 - October 2011
E*TRADE Financial August 2005 - July 2009
Bank of Montreal 2002 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin, & Jenrette January 1995 - January 2000
Pershing 1994 - 1996
PCFN 1990 - 1995
Skills
Series 7, Product Management, Online Advertising, Financial Services, Mergers & Acquisitions, Fixed Income, Mergers, Trading, Business Process..., Equities, Management, Entrepreneurship, Risk Management, Strategic Planning, Due Diligence, CRM, Portfolio Management, Investments, Product Development, Change Management, Customer Experience, Leadership, Business Strategy, International Business, Budgets, Financial Risk, Project Planning, Securities, Relationship Management
Education
Stony Brook University 1982 — 1986
Psychology, Engineering, Society, and Tech.
Jennifer Fortis Jennifer Fortis's Pershing Experience October 2009 - July 2011
Job Trade Support Team Lead, Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions July 2011 - Present
Pershing October 2009 - July 2011
BNY Mellon October 2008 - October 2009
Pershing January 2007 - October 2008
Skills
Securities, Series 7, Mutual Funds, Equities, Trading, Bloomberg, Bonds, Settlement, Fixed Income, Investments, Alternative Investments, Options, Financial Analysis, Prime Brokerage, Derivatives, FTP software, International Trade, Microsoft Office, Banking, Financial Services, Finance, Hedge Funds, FINRA, Risk Management, Financial Markets, Capital Markets, Customer Service, Back Office, Investment Advisory, Trading Systems, Microsoft Excel, Asset Management, Wealth Management, Accounting, Management, Investment Banking, Financial Planning, Business Analysis, Financial Risk, Account Reconciliation, Process Improvement
Education
Webster University 2008 — 2012
Master of Science, Finance and MBA, G.P.A. 3.9
University of Central Florida 2003 — 2006
BSBA, Finance
Valencia College 2002 — 2003
AS, General Studies
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BSBA, Finance
Pershing Advisor Solutions July 2011 - Present
Pershing October 2009 - July 2011
BNY Mellon October 2008 - October 2009
Pershing January 2007 - October 2008
Skills
Securities, Series 7, Mutual Funds, Equities, Trading, Bloomberg, Bonds, Settlement, Fixed Income, Investments, Alternative Investments, Options, Financial Analysis, Prime Brokerage, Derivatives, FTP software, International Trade, Microsoft Office, Banking, Financial Services, Finance, Hedge Funds, FINRA, Risk Management, Financial Markets, Capital Markets, Customer Service, Back Office, Investment Advisory, Trading Systems, Microsoft Excel, Asset Management, Wealth Management, Accounting, Management, Investment Banking, Financial Planning, Business Analysis, Financial Risk, Account Reconciliation, Process Improvement
Education
Webster University 2008 — 2012
Master of Science, Finance and MBA, G.P.A. 3.9
University of Central Florida 2003 — 2006
BSBA, Finance
Valencia College 2002 — 2003
AS, General Studies
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BSBA, Finance
Brian McIntyre Brian McIntyre's Pershing Experience February 1999 - August 1999
Job Managing Partner at Oakwood Search Consultants
Industry Financial Services
Experience
Oakwood Search Consultants April 2012 - Present
TIAA-CREF July 2010 - April 2012
TIAA-CREF January 2006 - January 2011
Pendleton Resources 2004 - 2006
MDC Holdings 2001 - 2004
Professional Altenatives 1999 - 2001
Pershing February 1999 - August 1999
Volt Information Sciences March 1996 - February 1999
Skills
Executive Search, Technical Recruiting, Talent Management, Onboarding, Internet Recruiting, College Recruiting, Succession Planning, Human Resources, Benefits Negotiation, Employee Relations, Performance Management, Temporary Placement, Strategy, Management, CRM, Employee Benefits, Employee Engagement, Workforce Planning, HR Consulting, Leadership, Contract Recruitment, Financial Services, Search, Mergers & Acquisitions, Executive Management, Hiring
Education
The University of Tennessee at Chattanooga
The University of Texas at Arlington
Oakwood Search Consultants April 2012 - Present
TIAA-CREF July 2010 - April 2012
TIAA-CREF January 2006 - January 2011
Pendleton Resources 2004 - 2006
MDC Holdings 2001 - 2004
Professional Altenatives 1999 - 2001
Pershing February 1999 - August 1999
Volt Information Sciences March 1996 - February 1999
Skills
Executive Search, Technical Recruiting, Talent Management, Onboarding, Internet Recruiting, College Recruiting, Succession Planning, Human Resources, Benefits Negotiation, Employee Relations, Performance Management, Temporary Placement, Strategy, Management, CRM, Employee Benefits, Employee Engagement, Workforce Planning, HR Consulting, Leadership, Contract Recruitment, Financial Services, Search, Mergers & Acquisitions, Executive Management, Hiring
Education
The University of Tennessee at Chattanooga
The University of Texas at Arlington
Morgane Van Waeyenberghe's Pershing Experience July 2010 - July 2012
Job Morgane Van Waeyenberghe
Industry Education Management
Experience
KIPP Jacksonville Schools June 2014 - Present
Waverly Academy August 2012 - June 2014
Pershing July 2010 - July 2012
Epic Theatres June 2009 - January 2010
Epic Theatres May 2009 - June 2009
Epic Theatres May 2009 - June 2009
Museum of Florida Art January 2009 - May 2009
Museum of Florida Art January 2009 - May 2009
Daytona Beach Thunderbirds January 2008 - June 2008
Skills
Leadership, Time Management, Community Outreach
Education
Stetson University 2006 — 2010
Bachelor of Arts, Communication Studies
Saint Augustine High 2002 — 2006
KIPP Jacksonville Schools June 2014 - Present
Waverly Academy August 2012 - June 2014
Pershing July 2010 - July 2012
Epic Theatres June 2009 - January 2010
Epic Theatres May 2009 - June 2009
Epic Theatres May 2009 - June 2009
Museum of Florida Art January 2009 - May 2009
Museum of Florida Art January 2009 - May 2009
Daytona Beach Thunderbirds January 2008 - June 2008
Skills
Leadership, Time Management, Community Outreach
Education
Stetson University 2006 — 2010
Bachelor of Arts, Communication Studies
Saint Augustine High 2002 — 2006
David Schwartzbard David Schwartzbard's Pershing Experience April 2007 - June 2007
Job Investor Services Associate at American Realty Capital Group/American National Stock Transfer
Industry Financial Services
Experience
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
American Realty Capital Group/American National Stock Transfer December 2013 - Present
Bank of America/Merrill Lynch April 2012 - August 2012
Prudential Financial June 2010 - February 2011
Bank of America/Merrill Lynch February 2010 - May 2010
Fidelity Investments/National Financial Services Group January 2009 - April 2009
Citi January 2008 - March 2008
Interactive Data November 2007 - February 2008
Pershing April 2007 - June 2007
Citi November 2005 - July 2006
Mellon Financial September 2003 - January 2004
Skills
Wealth Management, Client Services, Databases, Equities, Investments, Financial Services, Fixed Income, Mutual Funds, Banking, Finance, Securities, Bonds, Hedge Funds, Retirement Planning, Bloomberg, Capital Markets, Asset Management
Education
State University of New York at Stony Brook 1984 — 1987
Bachelor of Arts, History/Business Administration
State University of New York College at Oswego 1983 — 1984
Edison Township High School 1981 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
P.S. 206
Phillip Kushner's Pershing Experience October 2007 - October 2008
Job Manager of Financial Systems at Alvogen
Industry Pharmaceuticals
Experience
Alvogen April 2012 - Present
Myron Manufacturing October 2011 - April 2012
Parsons Brinckerhoff October 2008 - October 2011
Pershing October 2007 - October 2008
UBS Investment Bank December 2006 - October 2007
Bloomberg LP October 2004 - December 2006
Skills
Forecasting, Financial Reporting, SAP BPC, Consolidation, SAP, Process Improvement, Project Planning, Budgeting, Financial Analysis, Excel, System Administration, Business Management, Business Analysis, Business Planning, SOX, Hyperion Enterprise, Cartesis, PeopleSoft, Essbase, Finance, Sarbanes-Oxley Act, Variance Analysis, Budgets, Internal Audit, Management, Managerial Finance, Access, Analysis, ERP, Internal Controls, Strategic Financial..., Auditing, Financial Planning
Education
Temple University - Fox School of Business and Management 2013 — 2015
MBA, Management
State University of New York at Buffalo 2001 — 2004
Bachelor, Finance
Washington State University 1999 — 2001
Associate's degree, Business Administration and Management, General
Alvogen April 2012 - Present
Myron Manufacturing October 2011 - April 2012
Parsons Brinckerhoff October 2008 - October 2011
Pershing October 2007 - October 2008
UBS Investment Bank December 2006 - October 2007
Bloomberg LP October 2004 - December 2006
Skills
Forecasting, Financial Reporting, SAP BPC, Consolidation, SAP, Process Improvement, Project Planning, Budgeting, Financial Analysis, Excel, System Administration, Business Management, Business Analysis, Business Planning, SOX, Hyperion Enterprise, Cartesis, PeopleSoft, Essbase, Finance, Sarbanes-Oxley Act, Variance Analysis, Budgets, Internal Audit, Management, Managerial Finance, Access, Analysis, ERP, Internal Controls, Strategic Financial..., Auditing, Financial Planning
Education
Temple University - Fox School of Business and Management 2013 — 2015
MBA, Management
State University of New York at Buffalo 2001 — 2004
Bachelor, Finance
Washington State University 1999 — 2001
Associate's degree, Business Administration and Management, General
Kayley Smothers's Pershing Experience June 2010 - January 2011
Job Business and Systems Integration Senior Analyst
Industry Information Technology and Services
Experience
Accenture February 2011 - Present
Pershing June 2010 - January 2011
Skills
Project Management, Management Consulting, Program Management, Organization, Change Management, Retail Sales, Leadership, Communication, Positivity, Social Media, Project Planning, Training, PowerPoint, SAP, Integration, Visio, Business Transformation, Business Process, Woo, Maximizer, Empathy, Training Manuals, Training Facilitation, Training Delivery, Training Programs, Project Managers, systems integration, Event Planning, Business Analysis, Business Process..., Analysis, Management, Consulting, Process Improvement, Microsoft Office, PMO, Microsoft Excel, Requirements Analysis, Vendor Management, Sales, Business Strategy, IT Strategy, Strategy, Software Project..., Customer Service, Business Intelligence, Public Speaking, Requirements Gathering, Data Analysis, Research
Education
Stetson University 2006 — 2010
BBA, Finance, Art Minor
Boone High School 2002 — 2006
Accenture February 2011 - Present
Pershing June 2010 - January 2011
Skills
Project Management, Management Consulting, Program Management, Organization, Change Management, Retail Sales, Leadership, Communication, Positivity, Social Media, Project Planning, Training, PowerPoint, SAP, Integration, Visio, Business Transformation, Business Process, Woo, Maximizer, Empathy, Training Manuals, Training Facilitation, Training Delivery, Training Programs, Project Managers, systems integration, Event Planning, Business Analysis, Business Process..., Analysis, Management, Consulting, Process Improvement, Microsoft Office, PMO, Microsoft Excel, Requirements Analysis, Vendor Management, Sales, Business Strategy, IT Strategy, Strategy, Software Project..., Customer Service, Business Intelligence, Public Speaking, Requirements Gathering, Data Analysis, Research
Education
Stetson University 2006 — 2010
BBA, Finance, Art Minor
Boone High School 2002 — 2006
Kim Myers-Ryan Kim Myers-Ryan's Pershing Experience 1991 - 1994
Job Network Carrier Management at Deutsche Boerse Systems Inc.
Industry Information Technology and Services
Experience
Deutsche Boerse Systems Inc. February 2001 - Present
Trading Technologies 1997 - 2001
Fimat Futures 1994 - 1997
Pershing 1991 - 1994
Barnes & Company 1987 - 1991
Skills
Account Management, Carrier Relationships, Carrier Selection, Microsoft Excel, Outlook, Customer Follow-up, Customer Oriented, invoice management, Invoice Processing, Contract Management, Contract Negotiation, Budget Reconciliation, Troubleshooting, Data Center, Invoice Verification, Telecommunications..., Telecommunications, Project Management, Follow Directions, Invoicing, SAP, Youth Work, Co-location, Project Planning, Managed Services, Management, Leadership, Disaster Recovery, Wireless, MPLS, Telephony, Networking, Vendor Management
Education
South Suburban College 1982 — 1984
Liberal Arts
Deutsche Boerse Systems Inc. February 2001 - Present
Trading Technologies 1997 - 2001
Fimat Futures 1994 - 1997
Pershing 1991 - 1994
Barnes & Company 1987 - 1991
Skills
Account Management, Carrier Relationships, Carrier Selection, Microsoft Excel, Outlook, Customer Follow-up, Customer Oriented, invoice management, Invoice Processing, Contract Management, Contract Negotiation, Budget Reconciliation, Troubleshooting, Data Center, Invoice Verification, Telecommunications..., Telecommunications, Project Management, Follow Directions, Invoicing, SAP, Youth Work, Co-location, Project Planning, Managed Services, Management, Leadership, Disaster Recovery, Wireless, MPLS, Telephony, Networking, Vendor Management
Education
South Suburban College 1982 — 1984
Liberal Arts
Alex Feliciano Alex Feliciano's Pershing Experience June 2004 - Present
Job Group Manager / Sr. Program Manager for Financial Industry
Industry Financial Services
Experience
Pershing June 2004 - Present
Law Office of Felix Lopez Montalvo November 1999 - June 2004
Factiva June 2002 - August 2002
Skills
•Scope & Requirements..., •Project Planning &..., •Resource Forecast &..., •Financial & Budget..., •Risk & Issues..., •Excellent written &..., •Team & Staff..., •Client relations &...
Education
Seton Hall University 2002 — 2004
MBA, Management
Seton Hall University 1998 — 2002
BS, Management of Information Systems
Pershing June 2004 - Present
Law Office of Felix Lopez Montalvo November 1999 - June 2004
Factiva June 2002 - August 2002
Skills
•Scope & Requirements..., •Project Planning &..., •Resource Forecast &..., •Financial & Budget..., •Risk & Issues..., •Excellent written &..., •Team & Staff..., •Client relations &...
Education
Seton Hall University 2002 — 2004
MBA, Management
Seton Hall University 1998 — 2002
BS, Management of Information Systems
Richard Cunanan's Pershing Experience June 2000 - Present
Job Vice President QA Specialist BNY Mellon (Pershing)
Industry Financial Services
Experience
Pershing June 2000 - Present
Pershing Technology Group Bank June 2000 - Present
Cantor Fitzgerald -eSpeed World Trade Center June 1997 - June 2000
EDS June 1990 - June 1997
Skills
Test Planning
Education
Stevens Institute of Technology
MS, Technology Management
Fairleigh Dickinson University - Teaneck, NJ
BS, Business Management
Pershing June 2000 - Present
Pershing Technology Group Bank June 2000 - Present
Cantor Fitzgerald -eSpeed World Trade Center June 1997 - June 2000
EDS June 1990 - June 1997
Skills
Test Planning
Education
Stevens Institute of Technology
MS, Technology Management
Fairleigh Dickinson University - Teaneck, NJ
BS, Business Management
Keith Mullin Keith Mullin's Pershing Experience 1986 - 1990
Job Chief Executive Officer, Executive Leadership Coaching and Career Transition Arbora Global Chair
Industry Human Resources
Experience
Mullin International - Innovative Redeployment & Outplacement Solutions 1993 - Present
Abbott Laboratories 1990 - 1993
Pershing 1986 - 1990
Skills
Career Development, Career Counseling, Executive Management, Performing, Leadership Development, Talent Management, Executive Coaching, Outplacement, Interviews, Leadership, Management Consulting, Career Management, Succession Planning, Coaching, Workforce Planning, Talent Acquisition, Staff Development, Human Resources, Resume, Organizational Design, 360 Feedback, Management, Job Search, Performance Improvement, Strategy, Organizational..., Performance Management, Change Management, Restructuring, Emotional Intelligence, Personnel Management, Networking
Education
State University of New York College at Oswego 1982 — 1986
Business Administration and Management, General
Mullin International - Innovative Redeployment & Outplacement Solutions 1993 - Present
Abbott Laboratories 1990 - 1993
Pershing 1986 - 1990
Skills
Career Development, Career Counseling, Executive Management, Performing, Leadership Development, Talent Management, Executive Coaching, Outplacement, Interviews, Leadership, Management Consulting, Career Management, Succession Planning, Coaching, Workforce Planning, Talent Acquisition, Staff Development, Human Resources, Resume, Organizational Design, 360 Feedback, Management, Job Search, Performance Improvement, Strategy, Organizational..., Performance Management, Change Management, Restructuring, Emotional Intelligence, Personnel Management, Networking
Education
State University of New York College at Oswego 1982 — 1986
Business Administration and Management, General
Philip Bove Philip Bove's Pershing Experience July 1986 - April 2002
Job Audit Director at UniCredit
Industry Financial Services
Experience
Unicredit February 2012 - Present
Citigroup June 2006 - February 2012
Pershing July 1986 - April 2002
Price Waterhouse Coopers September 1981 - July 1986
Skills
Financial Risk, Executive Management, Auditing, Capital Markets, Accounting, Financial Analysis, Risk Management, Due Diligence, Cash Management, Corporate Finance, Enterprise Risk..., Financial Services, Internal Controls, Internal Audit, Finance, Operational Risk, Financial Reporting, Sarbanes-Oxley Act, IFRS
Education
St. Francis College 1977 — 1981
BS, Accounting
Unicredit February 2012 - Present
Citigroup June 2006 - February 2012
Pershing July 1986 - April 2002
Price Waterhouse Coopers September 1981 - July 1986
Skills
Financial Risk, Executive Management, Auditing, Capital Markets, Accounting, Financial Analysis, Risk Management, Due Diligence, Cash Management, Corporate Finance, Enterprise Risk..., Financial Services, Internal Controls, Internal Audit, Finance, Operational Risk, Financial Reporting, Sarbanes-Oxley Act, IFRS
Education
St. Francis College 1977 — 1981
BS, Accounting
Robert Kaiser's Pershing Experience 1995 - 2007
Job Managing Director, Business Continuity, Information Continuity, and Security at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
Dylan Coggin's Pershing Experience June 2012 - August 2012
Job Consultant | Deloitte Advisory
Industry Financial Services
Experience
Deloitte September 2013 - Present
Pershing June 2012 - August 2012
Delmarva Power June 2011 - August 2011
Thornton Tomasetti December 2009 - December 2010
Brandywine YMCA June 2008 - August 2010
Skills
Data Analysis, Microsoft Office, Teamwork, Team Leadership, Public Speaking, SAS, VBA, MATLAB, STATA, Text Analytics, Python, Bloomberg Terminal, Access/SQL, Unix, Microsoft Excel, Stochastic Modeling
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS) / Bachelor of Arts (BA), Applied Mathematics & Statistics / Economics
Archmere Academy 2005 — 2009
Deloitte September 2013 - Present
Pershing June 2012 - August 2012
Delmarva Power June 2011 - August 2011
Thornton Tomasetti December 2009 - December 2010
Brandywine YMCA June 2008 - August 2010
Skills
Data Analysis, Microsoft Office, Teamwork, Team Leadership, Public Speaking, SAS, VBA, MATLAB, STATA, Text Analytics, Python, Bloomberg Terminal, Access/SQL, Unix, Microsoft Excel, Stochastic Modeling
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Science (BS) / Bachelor of Arts (BA), Applied Mathematics & Statistics / Economics
Archmere Academy 2005 — 2009
Joseph Pisani Joseph Pisani's Pershing Experience January 2010 - December 2012
Job Property Broker at AmWINS Group
Industry Insurance
Experience
AmWINS Group December 2012 - Present
Pershing January 2010 - December 2012
Pershing January 2007 - January 2010
Skills
Insurance, Property, Brokers, General Insurance, Reinsurance
Education
Salve Regina University 2002 — 2006
Bachelors of Science, Business Administration
Christian Brother Academy 1999 — 2002
AmWINS Group December 2012 - Present
Pershing January 2010 - December 2012
Pershing January 2007 - January 2010
Skills
Insurance, Property, Brokers, General Insurance, Reinsurance
Education
Salve Regina University 2002 — 2006
Bachelors of Science, Business Administration
Christian Brother Academy 1999 — 2002
Adam Montana Adam Montana's Pershing Experience August 2012 - Present
Job Customer Processing Associate at Pershing
Industry Financial Services
Experience
Pershing August 2012 - Present
Fidelity Investments June 2011 - August 2011
Universal Studios July 2010 - June 2011
Universal Studios October 2007 - November 2008
Thomas B. Dobies Funeral Home and Crematory October 2005 - September 2007
Skills
Economics, PowerPoint, Financial Accounting, Research, Photoshop, Trend Analysis, Economic History, Settlement, Internet Research, Options, Microeconomics, Fitness Training, Cost Basis Reporting, Organic Farming, Video Editing, Fact-checking, AED, Group Dynamics, Drawing, Video Shooting, Regression, Labor Economics, Clearing, Arbitrage, Weight Training, Cpr Certified, First Aid
Education
University of Central Florida - College of Business Administration 2007 — 2012
BSBA, Economics
St. Petersburg College 2006 — 2007
Pershing August 2012 - Present
Fidelity Investments June 2011 - August 2011
Universal Studios July 2010 - June 2011
Universal Studios October 2007 - November 2008
Thomas B. Dobies Funeral Home and Crematory October 2005 - September 2007
Skills
Economics, PowerPoint, Financial Accounting, Research, Photoshop, Trend Analysis, Economic History, Settlement, Internet Research, Options, Microeconomics, Fitness Training, Cost Basis Reporting, Organic Farming, Video Editing, Fact-checking, AED, Group Dynamics, Drawing, Video Shooting, Regression, Labor Economics, Clearing, Arbitrage, Weight Training, Cpr Certified, First Aid
Education
University of Central Florida - College of Business Administration 2007 — 2012
BSBA, Economics
St. Petersburg College 2006 — 2007
Shashwat (Shash) Dave, CPCU, RPLU, ARM, AIC's Pershing Experience June 2004 - August 2004
Job Risk management + insurance geek → implementing simple, elegant solutions for complex problems.
Industry Insurance
Experience
Cigna November 2010 - Present
Conner Strong Companies, Inc. June 2010 - November 2010
ECBM June 2006 - June 2010
ECBM June 2005 - June 2006
Pershing June 2004 - August 2004
Skills
Property & Casualty..., Claim, Financial Risk, Commercial Insurance, Risk Management, Insurance, Underwriting, Financial Analysis, Casualty, General Insurance, Brokers, Casualty Insurance, Professional Liability, Alternative Risk..., Planning Budgeting &...
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Science
Temple University - Fox School of Business and Management 2002 — 2006
BBA
Cigna November 2010 - Present
Conner Strong Companies, Inc. June 2010 - November 2010
ECBM June 2006 - June 2010
ECBM June 2005 - June 2006
Pershing June 2004 - August 2004
Skills
Property & Casualty..., Claim, Financial Risk, Commercial Insurance, Risk Management, Insurance, Underwriting, Financial Analysis, Casualty, General Insurance, Brokers, Casualty Insurance, Professional Liability, Alternative Risk..., Planning Budgeting &...
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Science
Temple University - Fox School of Business and Management 2002 — 2006
BBA
Daniel Spatucci's Pershing Experience February 2001 - May 2009
Job Specialists at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2010 - Present
Pershing February 2001 - May 2009
Skills
Banking, Portfolio Management, Microsoft Excel, Business Analysis, Equities, Financial Modeling, Information Security, Settlement, Investment Banking, Financial Services, Risk Management, Fixed Income, Securities, Wealth Management
Education
Saint Peter's University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UBS Wealth Management April 2010 - Present
Pershing February 2001 - May 2009
Skills
Banking, Portfolio Management, Microsoft Excel, Business Analysis, Equities, Financial Modeling, Information Security, Settlement, Investment Banking, Financial Services, Risk Management, Fixed Income, Securities, Wealth Management
Education
Saint Peter's University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Philip Trombetta Philip Trombetta's Pershing Experience September 1982 - Present
Job VP at Pershing
Industry Financial Services
Experience
Pershing September 1982 - Present
Skills
Series 7, Equities, Securities, Series 63, Trading Systems, Electronic Trading, Trading, Series 24, Fixed Income, Bloomberg, Financial Services, Options
Education
Saint Peter's University
Bachelor of Science (BS), Business Administration and Management, General
Pershing September 1982 - Present
Skills
Series 7, Equities, Securities, Series 63, Trading Systems, Electronic Trading, Trading, Series 24, Fixed Income, Bloomberg, Financial Services, Options
Education
Saint Peter's University
Bachelor of Science (BS), Business Administration and Management, General
Robert Conforte Robert Conforte's Pershing Experience July 1994 - April 1996
Job Linked In
Industry Financial Services
Experience
Fleet Securities - Brokerage Services Division May 1999 - January 2003
US Clearing / Fleet Securities 1989 - 2002
Pershing July 1994 - April 1996
Skills
Series 7, Equities, Financial Services, Securities, Relationship Management, Customer Service, Investments, New Business Development
Education
State University of New York College at Oswego 1984 — 1988
Fleet Securities - Brokerage Services Division May 1999 - January 2003
US Clearing / Fleet Securities 1989 - 2002
Pershing July 1994 - April 1996
Skills
Series 7, Equities, Financial Services, Securities, Relationship Management, Customer Service, Investments, New Business Development
Education
State University of New York College at Oswego 1984 — 1988
Tony DiPietro Tony DiPietro's Pershing Experience May 1999 - June 2001
Job Teacher of Business and Computer Science at Egg Harbor Township School District
Industry Education Management
Experience
Egg Harbor Township School District January 2015 - Present
Camden County College June 2008 - Present
Tony DiPietro Photography November 2005 - Present
Camden County College June 2012 - May 2014
PleasantTech Academy Charter School October 2011 - June 2012
Pershing May 1999 - June 2001
NASDAQ January 1998 - May 1999
Skills
Instructional Design, Public Speaking, Higher Education, Teaching, Curriculum Development, Social Media, Nonprofits, Educational Technology, Staff Development, Social Networking, Grant Writing, Editing, Fundraising, Research
Education
Richard Stockton College of New Jersey 2001 — 2007
Master of Arts, Instructional Technology
Washington College 1990 — 1995
Bachelor of Arts, Business Management
Egg Harbor Township School District January 2015 - Present
Camden County College June 2008 - Present
Tony DiPietro Photography November 2005 - Present
Camden County College June 2012 - May 2014
PleasantTech Academy Charter School October 2011 - June 2012
Pershing May 1999 - June 2001
NASDAQ January 1998 - May 1999
Skills
Instructional Design, Public Speaking, Higher Education, Teaching, Curriculum Development, Social Media, Nonprofits, Educational Technology, Staff Development, Social Networking, Grant Writing, Editing, Fundraising, Research
Education
Richard Stockton College of New Jersey 2001 — 2007
Master of Arts, Instructional Technology
Washington College 1990 — 1995
Bachelor of Arts, Business Management
Melanie Selwyn Melanie Selwyn's Pershing Experience May 2005 - August 2010
Job Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing, LLC of The Bank of New York Mellon August 2010 - Present
Pershing May 2005 - August 2010
Lazard May 2003 - April 2005
Pershing June 1997 - May 2003
Skills
Financial Services, Series 7, Mutual Funds, Series 63, Analysis, Management, Equities, Relationship Management, Securities, FINRA, Investments, Back Office, Alternative Investments, Risk Management, Training, Trading, Credit, Awesomeness, Psychology, Always Punctual, French, Contract Management
Education
Saint Peter's University 2012 — 2015
Master of Business Administration (M.B.A.), Risk Management
La Sorbonne 1996 — 1997
French, French Language and Literature
SUNY Stony Brook 1993 — 1997
BA, Psychology, French
Pershing, LLC of The Bank of New York Mellon August 2010 - Present
Pershing May 2005 - August 2010
Lazard May 2003 - April 2005
Pershing June 1997 - May 2003
Skills
Financial Services, Series 7, Mutual Funds, Series 63, Analysis, Management, Equities, Relationship Management, Securities, FINRA, Investments, Back Office, Alternative Investments, Risk Management, Training, Trading, Credit, Awesomeness, Psychology, Always Punctual, French, Contract Management
Education
Saint Peter's University 2012 — 2015
Master of Business Administration (M.B.A.), Risk Management
La Sorbonne 1996 — 1997
French, French Language and Literature
SUNY Stony Brook 1993 — 1997
BA, Psychology, French
Steven Gardella's Pershing Experience June 2010 - September 2010
Job Collateral Manager Société Générale Investment Bank
Industry Financial Services
Experience
Société Générale April 2014 - Present
Société Générale July 2011 - April 2014
Pershing June 2010 - September 2010
South Shore Babe Ruth Men’s Baseball League April 2009 - August 2010
Education
St. John's University 2013 — 2017
Master of Business Administration (MBA), Finance
St. John's University 2007 — 2011
BS, Finance, 3.99 Overall GPA
Société Générale April 2014 - Present
Société Générale July 2011 - April 2014
Pershing June 2010 - September 2010
South Shore Babe Ruth Men’s Baseball League April 2009 - August 2010
Education
St. John's University 2013 — 2017
Master of Business Administration (MBA), Finance
St. John's University 2007 — 2011
BS, Finance, 3.99 Overall GPA
Patrick Shane Patrick Shane's Pershing Experience August 2008 - October 2009
Job Head of Quality Assurance at ElectedFace
Industry Internet
Experience
ElectedFace November 2014 - Present
electedface.com October 2013 - October 2014
The Judge Group March 2010 - May 2010
Pershing August 2008 - October 2009
Shirley & Banister Public Affairs (SBPA) June 2007 - August 2007
Braxton's Animal Works June 2002 - August 2006
Skills
Microsoft Office, Networking, Public Relations, Politics, Research, Government, Event Management, Customer Service, Social Media, Public Policy, Strategic Planning, Management, Event Planning, Public Speaking, Social Networking, Marketing
Education
The Catholic University of America 2004 — 2008
Media Studies
The Catholic University of America
B.S, Media Studies
ElectedFace November 2014 - Present
electedface.com October 2013 - October 2014
The Judge Group March 2010 - May 2010
Pershing August 2008 - October 2009
Shirley & Banister Public Affairs (SBPA) June 2007 - August 2007
Braxton's Animal Works June 2002 - August 2006
Skills
Microsoft Office, Networking, Public Relations, Politics, Research, Government, Event Management, Customer Service, Social Media, Public Policy, Strategic Planning, Management, Event Planning, Public Speaking, Social Networking, Marketing
Education
The Catholic University of America 2004 — 2008
Media Studies
The Catholic University of America
B.S, Media Studies
Lena Siegler Lena Siegler's Pershing Experience 1991 - 1999
Job Receptionist
Industry Medical Practice
Experience
Dr. Glenn D. Goldstein, DMD June 2014 - Present
Pershing Division of Donaldson, Lufkin & Jenrette May 1993 - February 1999
Pershing 1991 - 1999
Pershing Division of Donaldson, Lufkin & Jenrette April 1991 - May 1993
Skills
Community Outreach, Nonprofits, Social Media, Fundraising, Process Improvement, Public Speaking, Research, Volunteer Management, Grant Writing, Microsoft Office
Education
The Catholic University of America 1984 — 1988
BA, Politics
Dr. Glenn D. Goldstein, DMD June 2014 - Present
Pershing Division of Donaldson, Lufkin & Jenrette May 1993 - February 1999
Pershing 1991 - 1999
Pershing Division of Donaldson, Lufkin & Jenrette April 1991 - May 1993
Skills
Community Outreach, Nonprofits, Social Media, Fundraising, Process Improvement, Public Speaking, Research, Volunteer Management, Grant Writing, Microsoft Office
Education
The Catholic University of America 1984 — 1988
BA, Politics
Jennifer Durna, PMP's Pershing Experience November 2010 - May 2011
Job Vice President, Global Program Manager
Industry Information Technology and Services
Experience
Marsh July 2013 - Present
JPMorgan Chase November 2012 - July 2013
CIT October 2011 - September 2012
HBO May 2011 - October 2011
Pershing November 2010 - May 2011
AllianceBernstein July 2004 - November 2010
Prudential Financial June 1991 - July 2004
Skills
PMO, Project Management, PMP, Relationship Management, Waterfall, Budgets, Agile Methodologies, Vendor Management, Visio, Business Analysis, Program Management, Powerpoint, MS Project, Software Project..., CMM, SEI CMM, Mentoring, Non-profit Volunteer, Quality Center, JIRA, Leadership, Project Portfolio..., SDLC, PowerPoint, Integration, Process Improvement, Risk Management, Cross-functional Team..., SharePoint, Software Documentation, Requirements Gathering, Business Requirements, Business Process..., Business Process, Resource Management, Outsourcing, IT Service Management, Business Intelligence, IT Strategy, Management, Testing, Enterprise Architecture, Information Technology, Business Process Design, Governance, User Acceptance Testing, IT Management, Project Delivery, Requirements Analysis, Disaster Recovery
Education
Seton Hall University
Bachelor's degree, Business Administration
Paramus Catholic
Marsh July 2013 - Present
JPMorgan Chase November 2012 - July 2013
CIT October 2011 - September 2012
HBO May 2011 - October 2011
Pershing November 2010 - May 2011
AllianceBernstein July 2004 - November 2010
Prudential Financial June 1991 - July 2004
Skills
PMO, Project Management, PMP, Relationship Management, Waterfall, Budgets, Agile Methodologies, Vendor Management, Visio, Business Analysis, Program Management, Powerpoint, MS Project, Software Project..., CMM, SEI CMM, Mentoring, Non-profit Volunteer, Quality Center, JIRA, Leadership, Project Portfolio..., SDLC, PowerPoint, Integration, Process Improvement, Risk Management, Cross-functional Team..., SharePoint, Software Documentation, Requirements Gathering, Business Requirements, Business Process..., Business Process, Resource Management, Outsourcing, IT Service Management, Business Intelligence, IT Strategy, Management, Testing, Enterprise Architecture, Information Technology, Business Process Design, Governance, User Acceptance Testing, IT Management, Project Delivery, Requirements Analysis, Disaster Recovery
Education
Seton Hall University
Bachelor's degree, Business Administration
Paramus Catholic
Vee Nathoo Vee Nathoo's Pershing Experience September 2005 - August 2009
Job Client Recruitment Specialist at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation February 2015 - Present
Bruck Yuh Waist Sound Crew March 1995 - Present
Weichert Financial Services April 2012 - February 2015
Pershing September 2005 - August 2009
Skills
Recruiting, Talent Acquisition, Employee Relations, Human Resources, Screening, Management, Technical Recruiting, Interviews, Customer Service, Training, Internet Recruiting, Applicant Tracking..., Team Building, Sales, Sourcing, Coaching, Leadership, Onboarding, College Recruiting, Talent Management, Social Networking, Corporate Recruiting, Business Development, Cold Calling, Employee Training, Taleo, Hiring, CRM, Employee Benefits
Education
Saint Peter's University 2006 — 2010
Bachelors, Business Administration, Criminal Justice
E*TRADE Financial Corporation February 2015 - Present
Bruck Yuh Waist Sound Crew March 1995 - Present
Weichert Financial Services April 2012 - February 2015
Pershing September 2005 - August 2009
Skills
Recruiting, Talent Acquisition, Employee Relations, Human Resources, Screening, Management, Technical Recruiting, Interviews, Customer Service, Training, Internet Recruiting, Applicant Tracking..., Team Building, Sales, Sourcing, Coaching, Leadership, Onboarding, College Recruiting, Talent Management, Social Networking, Corporate Recruiting, Business Development, Cold Calling, Employee Training, Taleo, Hiring, CRM, Employee Benefits
Education
Saint Peter's University 2006 — 2010
Bachelors, Business Administration, Criminal Justice
Matt Kellner Matt Kellner's Pershing Experience July 1999 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing July 1999 - Present
Skills
Microsoft Excel, Entitlements, Online Research, SharePoint, Outlook, Series 7, Securities, Equity Trading, Mutual Funds, Financial Services, Business Analysis, Retirement, Trading, Settlement, Project Management, Process Improvement
Education
State University of New York at Stony Brook 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Sachem High School 1990 — 1994
High School Diploma
Pershing July 1999 - Present
Skills
Microsoft Excel, Entitlements, Online Research, SharePoint, Outlook, Series 7, Securities, Equity Trading, Mutual Funds, Financial Services, Business Analysis, Retirement, Trading, Settlement, Project Management, Process Improvement
Education
State University of New York at Stony Brook 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Sachem High School 1990 — 1994
High School Diploma
John Pennock's Pershing Experience July 2009 - October 2010
Job Market Manager Strategic Relationship Director at Kforce Inc
Industry Staffing and Recruiting
Experience
Kforce Inc June 2015 - Present
Kforce December 2013 - June 2015
M Squared Consulting February 2012 - December 2013
Kforce Technology October 2010 - February 2012
Pershing July 2009 - October 2010
J.P. Morgan (Bear Stearns & Co.) June 2006 - July 2009
Weitz & Luxenberg June 2003 - June 2006
Skills
New Business Development, Business Analysis, Team Building, Management, Sales, Contract Negotiation, Training, Strategic Planning, Process Improvement, Strategy, Sales Management, Business Strategy, Project Management, Negotiation, Account Management, Team Leadership, Healthcare, Management Consulting, Cross-functional Team...
Education
Saint Joseph's College
Bachelor of Science (B.S.), Business Administration
Kforce Inc June 2015 - Present
Kforce December 2013 - June 2015
M Squared Consulting February 2012 - December 2013
Kforce Technology October 2010 - February 2012
Pershing July 2009 - October 2010
J.P. Morgan (Bear Stearns & Co.) June 2006 - July 2009
Weitz & Luxenberg June 2003 - June 2006
Skills
New Business Development, Business Analysis, Team Building, Management, Sales, Contract Negotiation, Training, Strategic Planning, Process Improvement, Strategy, Sales Management, Business Strategy, Project Management, Negotiation, Account Management, Team Leadership, Healthcare, Management Consulting, Cross-functional Team...
Education
Saint Joseph's College
Bachelor of Science (B.S.), Business Administration
Steven Picone Steven Picone's Pershing Experience June 2011 - August 2011
Job Business Technology Analyst at Deloitte Consulting
Industry
Experience
Deloitte July 2014 - Present
SAP May 2013 - May 2014
Villanova University August 2010 - May 2013
Diamond Spring Beach Club May 2012 - June 2012
Pershing June 2011 - August 2011
Diamond Spring Beach Club May 2009 - August 2010
Skills
Microsoft Excel, Facebook, Customer Service, PowerPoint, Research, Public Speaking, Microsoft Office, Data Analysis, Access, Microsoft Word
Education
Villanova University 2010 — 2014
Management Information Systems, General
Shanghai Jiao Tong University 2012 — 2012
International Study- Summer, Chinese Studies
The Montclair Kimberley Academy 2006 — 2010
High School Graduate
Deloitte July 2014 - Present
SAP May 2013 - May 2014
Villanova University August 2010 - May 2013
Diamond Spring Beach Club May 2012 - June 2012
Pershing June 2011 - August 2011
Diamond Spring Beach Club May 2009 - August 2010
Skills
Microsoft Excel, Facebook, Customer Service, PowerPoint, Research, Public Speaking, Microsoft Office, Data Analysis, Access, Microsoft Word
Education
Villanova University 2010 — 2014
Management Information Systems, General
Shanghai Jiao Tong University 2012 — 2012
International Study- Summer, Chinese Studies
The Montclair Kimberley Academy 2006 — 2010
High School Graduate
Cheryl Tuosto (Tarbous)'s Pershing Experience November 2011 - September 2014
Job Vice President at Pershing, LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2014 - Present
Pershing November 2011 - September 2014
Pershing August 2010 - November 2011
Pershing January 2008 - August 2010
Pershing Advisor Solutions LLC June 2005 - January 2008
Skills
Survey Design, Customer Engagement, Customer Feedback, Data Analysis, Six Sigma, Onboarding, Project Planning, Manage client..., Account Management, Analysis, Business Analysis, Business Development, Financial Services, Management, Project Management, Risk Management, Series 7
Education
Saint Peter's University 2006 — 2008
Master of Business Administration, Finance
University of Maryland College Park 2001 — 2005
Bachelor of Arts
Pershing, a BNY Mellon company October 2014 - Present
Pershing November 2011 - September 2014
Pershing August 2010 - November 2011
Pershing January 2008 - August 2010
Pershing Advisor Solutions LLC June 2005 - January 2008
Skills
Survey Design, Customer Engagement, Customer Feedback, Data Analysis, Six Sigma, Onboarding, Project Planning, Manage client..., Account Management, Analysis, Business Analysis, Business Development, Financial Services, Management, Project Management, Risk Management, Series 7
Education
Saint Peter's University 2006 — 2008
Master of Business Administration, Finance
University of Maryland College Park 2001 — 2005
Bachelor of Arts
Chris Boucard Chris Boucard's Pershing Experience July 2011 - August 2011
Job Senior Risk Consultant at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP January 2012 - Present
Crowe Horwath LLP September 2009 - December 2011
Pershing July 2011 - August 2011
Harland Clarke April 2011 - June 2011
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master, Accounting
University of Richmond - Robins School of Business 2004 — 2008
Bachelor, Accounting & Business
Crowe Horwath LLP January 2012 - Present
Crowe Horwath LLP September 2009 - December 2011
Pershing July 2011 - August 2011
Harland Clarke April 2011 - June 2011
Education
The Ohio State University Fisher College of Business 2008 — 2009
Master, Accounting
University of Richmond - Robins School of Business 2004 — 2008
Bachelor, Accounting & Business
James Whalen James Whalen's Pershing Experience July 2010 - October 2012
Job Investment Management Professional
Industry Financial Services
Experience
Hanlon Investment Management, Inc. June 2014 - Present
Goldman Sachs October 2012 - 2014
Pershing July 2010 - October 2012
PNC Global Investment Servicing February 2008 - June 2010
Education
Temple University 2014 — 2015
Certificate in Financial Planning (CFP) Program
Pennsylvania State University Smeal College of Business 2003 — 2007
B.S., Business Management/Finance
Hanlon Investment Management, Inc. June 2014 - Present
Goldman Sachs October 2012 - 2014
Pershing July 2010 - October 2012
PNC Global Investment Servicing February 2008 - June 2010
Education
Temple University 2014 — 2015
Certificate in Financial Planning (CFP) Program
Pennsylvania State University Smeal College of Business 2003 — 2007
B.S., Business Management/Finance
Charles Smentkowski's Pershing Experience June 2011 - August 2011
Job Financial Data Associate at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation February 2014 - Present
Bloomberg LLP May 2013 - January 2014
Morgan Stanley Smith Barney May 2012 - May 2013
Council of Federal Home Loan Banks January 2012 - April 2012
Pershing June 2011 - August 2011
M&R Capital Management May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Fundraising, Investments, Equities, Asset Allocation, Fixed Income, Strategic Planning
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
The Catholic University of America 2008 — 2012
Bachelors of Science and Business Administration, Finance
SRHS
Moody's Corporation February 2014 - Present
Bloomberg LLP May 2013 - January 2014
Morgan Stanley Smith Barney May 2012 - May 2013
Council of Federal Home Loan Banks January 2012 - April 2012
Pershing June 2011 - August 2011
M&R Capital Management May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Fundraising, Investments, Equities, Asset Allocation, Fixed Income, Strategic Planning
Education
The Catholic University of America 2008 — 2012
BSBA, Finance
The Catholic University of America 2008 — 2012
Bachelors of Science and Business Administration, Finance
SRHS
Pete Schwarz Pete Schwarz's Pershing Experience January 1998 - February 1999
Job Board of Directors at Mount Kisco Child Care Center
Industry Financial Services
Experience
Integral Derivatives January 2009 - Present
Mount Kisco Child Care Center September 2013 - Present
NYSE Amex December 2010 - Present
AGS Specialists Partners LLC February 2001 - Present
STR Trading January 1999 - February 2001
Pershing January 1998 - February 1999
Robb Peck McCooey November 1997 - February 1999
Rosenblatt Securities August 1997 - November 1997
Skills
Options, Series 7, Trading, Market Making, Electronic Trading, Marketing, Financial Markets, Trading Systems, Equity Trading, Proprietary Trading, Equities, Hedge Funds, Derivatives, Equity Derivatives, Investments, Financial Services, Hedging, Commodity, ETFs, Securities, Series 63, Bloomberg, Capital Markets, FINRA, Alternative Investments
Education
Susquehanna University 1993 — 1997
BA, Psychology
Trinity Pawling 1990 — 1993
Integral Derivatives January 2009 - Present
Mount Kisco Child Care Center September 2013 - Present
NYSE Amex December 2010 - Present
AGS Specialists Partners LLC February 2001 - Present
STR Trading January 1999 - February 2001
Pershing January 1998 - February 1999
Robb Peck McCooey November 1997 - February 1999
Rosenblatt Securities August 1997 - November 1997
Skills
Options, Series 7, Trading, Market Making, Electronic Trading, Marketing, Financial Markets, Trading Systems, Equity Trading, Proprietary Trading, Equities, Hedge Funds, Derivatives, Equity Derivatives, Investments, Financial Services, Hedging, Commodity, ETFs, Securities, Series 63, Bloomberg, Capital Markets, FINRA, Alternative Investments
Education
Susquehanna University 1993 — 1997
BA, Psychology
Trinity Pawling 1990 — 1993
Adam Verchinski, CPWA® Adam Verchinski, CPWA®'s Pershing Experience October 2011 - May 2013
Job Vice President Senior Relationship Manager at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions May 2013 - Present
Pershing October 2011 - May 2013
AllianceBernstein October 2010 - September 2011
AllianceBernstein February 2008 - October 2010
Capco November 2007 - January 2008
Accenture August 1997 - November 2007
Skills
Business Development, Cross-functional Team..., Financial Services, Strategy, Investments, Business Analysis, CRM, Program Management, Equities, Product Management, Management, Asset Managment, Portfolio Management, Marketing Strategy, Enterprise Software, Change Management, Entrepreneurship, Project Management, Web Analytics, Quality Assurance, Leadership, Consulting, Strategic Planning, Asset Management, Executive Management, Marketing, Fixed Income, Investment Management, Analysis, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Certificate, Certified Private Wealth Advisor CPWA® professional
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelor of Science, Finance and Economics
Pershing Advisor Solutions May 2013 - Present
Pershing October 2011 - May 2013
AllianceBernstein October 2010 - September 2011
AllianceBernstein February 2008 - October 2010
Capco November 2007 - January 2008
Accenture August 1997 - November 2007
Skills
Business Development, Cross-functional Team..., Financial Services, Strategy, Investments, Business Analysis, CRM, Program Management, Equities, Product Management, Management, Asset Managment, Portfolio Management, Marketing Strategy, Enterprise Software, Change Management, Entrepreneurship, Project Management, Web Analytics, Quality Assurance, Leadership, Consulting, Strategic Planning, Asset Management, Executive Management, Marketing, Fixed Income, Investment Management, Analysis, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Certificate, Certified Private Wealth Advisor CPWA® professional
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelor of Science, Finance and Economics
Burns Mackey Burns Mackey's Pershing Experience July 1999 - January 2004
Job Director of Sales at Sterling Infosystems, Inc.
Industry Financial Services
Experience
Sterling Infosystems, Inc. October 2011 - Present
ProTrade Securities, LLC December 2009 - September 2011
Bank of New York Mellon March 2007 - February 2009
Franklin Templeton Investments September 2005 - February 2006
Pershing July 1999 - January 2004
Skills
Mutual Funds
Education
Southern Illinois University, Carbondale
B.S., Biology
Sterling Infosystems, Inc. October 2011 - Present
ProTrade Securities, LLC December 2009 - September 2011
Bank of New York Mellon March 2007 - February 2009
Franklin Templeton Investments September 2005 - February 2006
Pershing July 1999 - January 2004
Skills
Mutual Funds
Education
Southern Illinois University, Carbondale
B.S., Biology
Joe Gallo Joe Gallo's Pershing Experience 1985 - 1986
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Industrial and Commercial Bank of China (ICBC) Financial Services LLC 2010 - Present
Fortis Securities 2001 - October 2010
Schroders 2000 - 2001
Scotia Capital 1999 - 2000
Bear Stearns 1998 - 1999
Yamaichi Securities 1997 - 1998
Oppenheimer & Co. 1992 - 1997
Ernst & Co 1986 - 1992
Pershing 1985 - 1986
Skills
Reorganization, Buy ins, DTC, P&S, Margin, International Operations, Letters Of Credit, Securities Lending, Back Office, Dividends, Euroclear, Oasys, OCC, FINRA, Wall Street, Sophis, Commercial Paper, Corporate Actions, Global Custody, Repos, Collateral Management, Counterparty Risk, ETFs, Settlements, Settlement, Clearing, Straight Through..., Confirmations, SWIFT messaging, Deposits, Journal Entries, Month End, Physical Inventory, Reconciliations, Account Reconciliation, Invoice Processing, Audit Support, Intercompany, Year End Close, General Ledger..., Internal Reporting, Confirmation, Payments, Equities, Investment Banking, Capital Markets, Hedge Funds, Securities, Bloomberg, Auditing
Education
Syracuse University 1985 — 1988
BS, Forensic Psychology
St. Francis College 1984 — 1985
AD, Child Psychology
Cathedral College 1984 — 1984
Theology
Xaverian HS 1980 — 1984
Neiland Wright Neiland Wright's Pershing Experience 1996 - 1998
Job Chief Technology Officer at Hill Top Security, Inc.
Industry Information Technology and Services
Experience
Hill Top Security, Inc. March 2014 - Present
The Kemtah Group, Inc. May 2012 - Present
TRITON FEDERAL SOLUTIONS June 2010 - June 2012
Department of Treasury 2010 - 2010
National Science Foundation 2007 - 2010
UPS February 2001 - April 2007
Rare Medium 2000 - 2001
Pershing 1996 - 1998
US Army June 1991 - July 1996
Skills
SDLC, IT Strategy, Enterprise Architecture, Java, Program Management, Cloud Computing, Integration, Requirements Analysis, Business Intelligence, Management, Security, Process Improvement, Strategic Planning, Project Management, ITIL, SharePoint, Software Project..., Microsoft SQL Server, Strategy, Software Development, Agile Methodologies, Web Services, SQL, Business Process..., .NET, Management Consulting, Enterprise Software, SaaS, Solution Architecture, Data Center, Business Analysis, Databases
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
United States Military Academy at West Point 1987 — 1991
BS
Wake Forest University School of Medicine
Hill Top Security, Inc. March 2014 - Present
The Kemtah Group, Inc. May 2012 - Present
TRITON FEDERAL SOLUTIONS June 2010 - June 2012
Department of Treasury 2010 - 2010
National Science Foundation 2007 - 2010
UPS February 2001 - April 2007
Rare Medium 2000 - 2001
Pershing 1996 - 1998
US Army June 1991 - July 1996
Skills
SDLC, IT Strategy, Enterprise Architecture, Java, Program Management, Cloud Computing, Integration, Requirements Analysis, Business Intelligence, Management, Security, Process Improvement, Strategic Planning, Project Management, ITIL, SharePoint, Software Project..., Microsoft SQL Server, Strategy, Software Development, Agile Methodologies, Web Services, SQL, Business Process..., .NET, Management Consulting, Enterprise Software, SaaS, Solution Architecture, Data Center, Business Analysis, Databases
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Systems
United States Military Academy at West Point 1987 — 1991
BS
Wake Forest University School of Medicine
Damarys Ruiz - Yan's Pershing Experience June 1998 - January 2005
Job Director at Pershing LLC
Industry Financial Services
Experience
Pershing LLC 2005 - Present
Pershing June 1998 - January 2005
Pershing June 1994 - June 1998
Skills
Business Transformation, Process Engineering, Process Improvement, Business Analysis, Business Process..., Series 7, Requirements Analysis, Mentoring, Series 24, Requirements Gathering, Business Requirements, Visio, PMO, Program Management, Project Portfolio..., IT Strategy, Vendor Management, Product Management, PMP, Agile Methodologies, Fixed Income, SDLC, Risk Management, Resource Management, Business Process, Software Project..., Project Delivery, Governance, Agile Project Management
Education
Stevens Institute of Technology 1989 — 1994
BE, Engineering Management
Stevens Institute of Technology 1989 — 1994
MS, Management Planning
Pershing LLC 2005 - Present
Pershing June 1998 - January 2005
Pershing June 1994 - June 1998
Skills
Business Transformation, Process Engineering, Process Improvement, Business Analysis, Business Process..., Series 7, Requirements Analysis, Mentoring, Series 24, Requirements Gathering, Business Requirements, Visio, PMO, Program Management, Project Portfolio..., IT Strategy, Vendor Management, Product Management, PMP, Agile Methodologies, Fixed Income, SDLC, Risk Management, Resource Management, Business Process, Software Project..., Project Delivery, Governance, Agile Project Management
Education
Stevens Institute of Technology 1989 — 1994
BE, Engineering Management
Stevens Institute of Technology 1989 — 1994
MS, Management Planning
Mark Tenderenda's Pershing Experience 2001 - 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
ExecuSearch, Inc. 2007 - July 2012
Bank of New York 2005 - 2007
Pershing 2001 - 2007
Pershing 2001 - 2007
iNautix Technologies 2001 - 2007
Pershing Technology Group 2000 - 2005
Skills
Disaster Recovery, Technical Support, Business Analysis, SharePoint
Education
St. Thomas Aquinas College 1991 — 1995
ExecuSearch, Inc. 2007 - July 2012
Bank of New York 2005 - 2007
Pershing 2001 - 2007
Pershing 2001 - 2007
iNautix Technologies 2001 - 2007
Pershing Technology Group 2000 - 2005
Skills
Disaster Recovery, Technical Support, Business Analysis, SharePoint
Education
St. Thomas Aquinas College 1991 — 1995
Christina Jasko's Pershing Experience April 2000 - April 2002
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2005 - Present
MarketAxess January 2004 - March 2005
State Street April 2002 - August 2003
Pershing April 2000 - April 2002
Macgregor/Merrin Financial 1994 - 2000
Education
State University of New York College at Buffalo 1986 — 1990
Merrill Lynch March 2005 - Present
MarketAxess January 2004 - March 2005
State Street April 2002 - August 2003
Pershing April 2000 - April 2002
Macgregor/Merrin Financial 1994 - 2000
Education
State University of New York College at Buffalo 1986 — 1990
Joseph Mattiello's Pershing Experience February 1997 - Present
Job AVP Mutual Fund/ 529 Operations at Pershing
Industry Financial Services
Experience
Pershing February 1997 - Present
Suppes Securities May 1996 - January 1997
Skills
Series 7, Securities, Mutual Funds, Series 63, Financial Services, Investments, Equities, Risk Management, Finance
Education
Seton Hall University 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business Management
Pershing February 1997 - Present
Suppes Securities May 1996 - January 1997
Skills
Series 7, Securities, Mutual Funds, Series 63, Financial Services, Investments, Equities, Risk Management, Finance
Education
Seton Hall University 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Business Management
Greg DiMaggio's Pershing Experience January 2001 - October 2003
Job Senior VicePresident Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG October 2014 - Present
Cantor Fitzgerald January 2012 - July 2014
Cantor Fitzgerald February 2004 - December 2011
Advest, Inc. October 2003 - February 2004
Pershing January 2001 - October 2003
CIBC World Markets February 1999 - January 2001
CIBC World Markets March 1998 - January 1999
Skills
Electronic Trading, Bloomberg, Fixed Income, Bonds, Series 24, Capital Markets, Series 7, Series 63, Securities, Sales, Structured Products, Hedge Funds, Investments, Equities, Trading, Options, FINRA, Swaps, Financial Markets, Derivatives, Trading Systems, Alternative Investments, Mutual Funds, Portfolio Management, FX Options
Education
State University of New York College at Oneonta 1993 — 1997
Monsignor Farrell High School
Vining Sparks, IBG October 2014 - Present
Cantor Fitzgerald January 2012 - July 2014
Cantor Fitzgerald February 2004 - December 2011
Advest, Inc. October 2003 - February 2004
Pershing January 2001 - October 2003
CIBC World Markets February 1999 - January 2001
CIBC World Markets March 1998 - January 1999
Skills
Electronic Trading, Bloomberg, Fixed Income, Bonds, Series 24, Capital Markets, Series 7, Series 63, Securities, Sales, Structured Products, Hedge Funds, Investments, Equities, Trading, Options, FINRA, Swaps, Financial Markets, Derivatives, Trading Systems, Alternative Investments, Mutual Funds, Portfolio Management, FX Options
Education
State University of New York College at Oneonta 1993 — 1997
Monsignor Farrell High School
Nelson Raposo's Pershing Experience July 1997 - Present
Job Systems Engineer at Pershing
Industry Information Technology and Services
Experience
Pershing July 1997 - Present
Education
Stony Brook University 1991 — 1997
Pershing July 1997 - Present
Education
Stony Brook University 1991 — 1997
Charles (Chuck) Grosso's Pershing Experience 2000 - 2004
Job Managing Director Sales
Industry Financial Services
Experience
Brownstone Investment Group April 2004 - Present
Pershing 2000 - 2004
Education
Saint Peter's University 2002 — 2006
M.B.A, Finance
University of North Carolina at Chapel Hill 1996 — 1998
B.A., English
CBA
Brownstone Investment Group April 2004 - Present
Pershing 2000 - 2004
Education
Saint Peter's University 2002 — 2006
M.B.A, Finance
University of North Carolina at Chapel Hill 1996 — 1998
B.A., English
CBA
Lucille Mayer's Pershing Experience January 1990 - April 2013
Job Chief Information Officer / Managing Director
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
Pershing January 1990 - April 2013
Smith Barney January 1987 - December 1989
Manufacturers Hanover Trust May 1984 - December 1986
Education
State University of New York at New Paltz 1981 — 1984
BA, Computer Science
State University of New York College at Buffalo 1980 — 1981
Engineering
BNY Mellon May 2013 - Present
Pershing January 1990 - April 2013
Smith Barney January 1987 - December 1989
Manufacturers Hanover Trust May 1984 - December 1986
Education
State University of New York at New Paltz 1981 — 1984
BA, Computer Science
State University of New York College at Buffalo 1980 — 1981
Engineering
Pete DeMarco's Pershing Experience 1998 - 2004
Job Manager at Deloitte
Industry Investment Banking
Experience
Deloitte April 2012 - Present
Goldman Sachs February 2008 - April 2012
JP Morgan Chase 2006 - 2008
Bank of America 2004 - 2006
Pershing 1998 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1998
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
Stevens Institute of Technology
Bachelor of Engineering (B.E.)
Stevens Institute of Technology
Master of Science (M.S.)
Deloitte April 2012 - Present
Goldman Sachs February 2008 - April 2012
JP Morgan Chase 2006 - 2008
Bank of America 2004 - 2006
Pershing 1998 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1998
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
Stevens Institute of Technology
Bachelor of Engineering (B.E.)
Stevens Institute of Technology
Master of Science (M.S.)
Dawn Lorenzino's Pershing Experience October 1999 - August 2001
Job Executive Director at JP Morgan
Industry Financial Services
Experience
jp morgan August 2001 - Present
Pershing October 1999 - August 2001
Skills
Series 7
Education
suny oneonta 1993 — 1997
jp morgan August 2001 - Present
Pershing October 1999 - August 2001
Skills
Series 7
Education
suny oneonta 1993 — 1997
Giulio Frasciello's Pershing Experience 1985 - 1995
Job Senior Director at National Financial
Industry Financial Services
Experience
Fidelity Investments (National Financial) 1995 - Present
National Financial Services / Fidelity Investments 1995 - Present
Pershing 1985 - 1995
Skills
Series 7, Series 63, Series 24, Securities, Mutual Funds, Equities, Fixed Income, Prime Brokerage, Financial Services, Trading, Alternative Investments, Brokerage, Hedge Funds, Relationship Management, Asset Managment, Options, Risk Management, Wealth Management, Back Office, Funding, Executive Management, Capital Markets, Bonds, Financial Markets
Education
St. Peter's College 1992 — 1999
Bachelor of Science, Marketing and Management
Fidelity Investments (National Financial) 1995 - Present
National Financial Services / Fidelity Investments 1995 - Present
Pershing 1985 - 1995
Skills
Series 7, Series 63, Series 24, Securities, Mutual Funds, Equities, Fixed Income, Prime Brokerage, Financial Services, Trading, Alternative Investments, Brokerage, Hedge Funds, Relationship Management, Asset Managment, Options, Risk Management, Wealth Management, Back Office, Funding, Executive Management, Capital Markets, Bonds, Financial Markets
Education
St. Peter's College 1992 — 1999
Bachelor of Science, Marketing and Management
Isaac Melendez's Pershing Experience 1997 - 2003
Job Business Analyst at Nomura Securities
Industry Banking
Experience
Nomura Securities December 2010 - Present
Nomura Securities July 2007 - August 2010
Nomura Securities September 2003 - July 2007
Pershing 1997 - 2003
Autranet, Inc 1997 - 1998
Skills
Settlement, Trading, Middle Office, Equities, Trading Systems, Derivatives, Fixed Income, Requirements Analysis, Investment Banking, Equity Derivatives, Electronic Trading, Bloomberg, Capital Markets
Education
St. Peter's College 1998 — 2002
BS, Accounting
Nomura Securities December 2010 - Present
Nomura Securities July 2007 - August 2010
Nomura Securities September 2003 - July 2007
Pershing 1997 - 2003
Autranet, Inc 1997 - 1998
Skills
Settlement, Trading, Middle Office, Equities, Trading Systems, Derivatives, Fixed Income, Requirements Analysis, Investment Banking, Equity Derivatives, Electronic Trading, Bloomberg, Capital Markets
Education
St. Peter's College 1998 — 2002
BS, Accounting
Andrew Brem's Pershing Experience 1998 - 2003
Job President and Owner at OfficeSpace Custodial Services, LLC
Industry Financial Services
Experience
OfficeSpace Custodial Services, LLC August 2008 - Present
Sungard Trading Segment November 2008 - April 2010
Arjent Limited January 2007 - August 2007
ADP 2004 - 2006
Ridge Clearing 2004 - 2006
Matrix Capital Markets Group 2003 - 2004
Pershing 1998 - 2003
Education
Syracuse University 1985 — 1989
OfficeSpace Custodial Services, LLC August 2008 - Present
Sungard Trading Segment November 2008 - April 2010
Arjent Limited January 2007 - August 2007
ADP 2004 - 2006
Ridge Clearing 2004 - 2006
Matrix Capital Markets Group 2003 - 2004
Pershing 1998 - 2003
Education
Syracuse University 1985 — 1989
Jeff Horowitz's Pershing Experience June 2012 - Present
Job Managing Director, Chief Compliance Officer at Pershing
Industry Financial Services
Experience
Pershing June 2012 - Present
Pershing December 2006 - June 2012
Citigroup September 2003 - December 2006
Lehman Brothers April 2002 - September 2003
Goldman Sachs December 1997 - April 2002
Salomon Brothers April 1996 - December 1997
Paine Webber 1994 - 1996
FDIC 1990 - 1994
Skills
AML, OFAC, USA PATRIOT Act, FINRA, KYC, Securities, Series 7, Investment Banking, Series 24, Bank Secrecy Act, Financial Risk, Risk Management, Equities, Series 63, Banking, Due Diligence, Fixed Income, Operational Risk, Prime Brokerage, Capital Markets, Operational Risk..., Financial Regulation, Options, Financial Services, Mutual Funds, Investments, Hedge Funds, Derivatives, Broker-Dealer, Fraud, Corporate Governance, Anti Money Laundering, Alternative Investments
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (B.S.), Economics
Pershing June 2012 - Present
Pershing December 2006 - June 2012
Citigroup September 2003 - December 2006
Lehman Brothers April 2002 - September 2003
Goldman Sachs December 1997 - April 2002
Salomon Brothers April 1996 - December 1997
Paine Webber 1994 - 1996
FDIC 1990 - 1994
Skills
AML, OFAC, USA PATRIOT Act, FINRA, KYC, Securities, Series 7, Investment Banking, Series 24, Bank Secrecy Act, Financial Risk, Risk Management, Equities, Series 63, Banking, Due Diligence, Fixed Income, Operational Risk, Prime Brokerage, Capital Markets, Operational Risk..., Financial Regulation, Options, Financial Services, Mutual Funds, Investments, Hedge Funds, Derivatives, Broker-Dealer, Fraud, Corporate Governance, Anti Money Laundering, Alternative Investments
Education
The College of New Jersey 1985 — 1989
Bachelor of Science (B.S.), Economics
Elsner Loza's Pershing Experience 2007 - 2008
Job Business Analyst at iNautix USA
Industry Financial Services
Experience
iNautix USA July 2007 - Present
Pershing 2007 - 2008
Marsh May 2006 - April 2007
Datascope January 2004 - August 2005
Skills
Business Analysis, Microsoft Project, Project Management, SDLC, Requirements Analysis, Vendor Management
Education
Stevens Institute of Technology 2006 — 2007
M.E., Engineering Mgt. conc. Project Mgt.
Stevens Institute of Technology 2002 — 2007
B.E., Biomedical Engineering
iNautix USA July 2007 - Present
Pershing 2007 - 2008
Marsh May 2006 - April 2007
Datascope January 2004 - August 2005
Skills
Business Analysis, Microsoft Project, Project Management, SDLC, Requirements Analysis, Vendor Management
Education
Stevens Institute of Technology 2006 — 2007
M.E., Engineering Mgt. conc. Project Mgt.
Stevens Institute of Technology 2002 — 2007
B.E., Biomedical Engineering
Donna Vazquez's Pershing Experience December 2000 - January 2005
Job Strategic Thinker Tactical Implementation
Industry Financial Services
Experience
Pershing Advisor Solutions, LLC September 2008 - August 2010
Pershing Advisor Solutions, LLC July 2006 - September 2008
Pershing Advisor Solutions, LLC January 2005 - July 2006
Pershing December 2000 - January 2005
Donaldson, Lufkin & Jenrette February 1992 - December 2000
Skills
Client Relationship..., brokerage operations, broker dealer..., RIA operations, Root Cause Analysis, mentoring and coaching, training and development, Process Improvement, Management, Mentoring, Coaching, Series 7, CRM, Financial Services, Strategy, Talent Management, Brokers, Sales, Banking, Training, Leadership, Six Sigma, Change Management, Human Resources, Mergers & Acquisitions, Critical Thinking, Program Management, Teamwork, Strategic Thinking, Risk Management
Education
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Universitat de Barcelona
spring semester, Spanish studies
Women Unlimited
Pershing Advisor Solutions, LLC September 2008 - August 2010
Pershing Advisor Solutions, LLC July 2006 - September 2008
Pershing Advisor Solutions, LLC January 2005 - July 2006
Pershing December 2000 - January 2005
Donaldson, Lufkin & Jenrette February 1992 - December 2000
Skills
Client Relationship..., brokerage operations, broker dealer..., RIA operations, Root Cause Analysis, mentoring and coaching, training and development, Process Improvement, Management, Mentoring, Coaching, Series 7, CRM, Financial Services, Strategy, Talent Management, Brokers, Sales, Banking, Training, Leadership, Six Sigma, Change Management, Human Resources, Mergers & Acquisitions, Critical Thinking, Program Management, Teamwork, Strategic Thinking, Risk Management
Education
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Universitat de Barcelona
spring semester, Spanish studies
Women Unlimited
Ann Elizabeth Cruz's Pershing Experience October 2008 - Present
Job AVP Financial Analyst
Industry Financial Services
Experience
Pershing October 2008 - Present
Lehman Brothers July 2007 - October 2008
Pershing April 2004 - July 2007
Pershing October 2001 - April 2004
Education
Saint Peter's University 2002 — 2004
Pershing October 2008 - Present
Lehman Brothers July 2007 - October 2008
Pershing April 2004 - July 2007
Pershing October 2001 - April 2004
Education
Saint Peter's University 2002 — 2004
Grisel Stanzione's Pershing Experience November 2010 - Present
Job Training Specialist at Pershing
Industry Computer Software
Experience
Pershing November 2010 - Present
Oracle/PeopleSoft February 2000 - June 2009
Education
Saint Peter's University
BS, Business/Marketing
Pershing November 2010 - Present
Oracle/PeopleSoft February 2000 - June 2009
Education
Saint Peter's University
BS, Business/Marketing
alex christie's Pershing Experience October 2008 - December 2012
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
Anthony Buccigrossi's Pershing Experience September 2000 - Present
Job Vice President at Pershing
Industry Information Technology and Services
Experience
Pershing September 2000 - Present
Pershing LLC; BNY Mellon 2000 - Present
Skills
Process Improvement, Program Management, Business Analysis
Education
Saint John's University
MBA, Executive Management
Saint Peter's University
BS, Computer Science, Mathematics
Pershing September 2000 - Present
Pershing LLC; BNY Mellon 2000 - Present
Skills
Process Improvement, Program Management, Business Analysis
Education
Saint John's University
MBA, Executive Management
Saint Peter's University
BS, Computer Science, Mathematics
Satish Ailani's Pershing Experience August 2008 - December 2010
Job Vice President at Bank of America
Industry Computer Software
Experience
Bank of America June 2010 - Present
Pershing August 2008 - December 2010
Bank of America 2003 - 2008
Merck 1996 - 2000
Skills
AML, Business Analysis
Education
Shivaji University 1989 — 1993
BS
Bank of America June 2010 - Present
Pershing August 2008 - December 2010
Bank of America 2003 - 2008
Merck 1996 - 2000
Skills
AML, Business Analysis
Education
Shivaji University 1989 — 1993
BS
John Kingsepp's Pershing Experience 1986 - 1987
Job VP Technology and Developmentat HBS
Industry Computer Software
Experience
HBS Corp. 1995 - Present
IBM 1988 - 1995
Pershing 1986 - 1987
Skills
Vendor Management, Business Analysis, SQL, Cloud Computing, Process Improvement, Microsoft SQL Server, Software Development, Project Management, Product Management, IT Strategy, SaaS, Program Management, Disaster Recovery, Requirements Analysis, SharePoint, Integration, Strategic Planning, Management Consulting, Software Project..., Virtualization, Enterprise Software, New Business Development, Management, PMP, SDLC, Oracle, Security, Team Leadership, CRM, Sales Management, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 1981 — 1988
MBA, Finance
St. Francis College 1977 — 1981
Bachelor of Science (BS), Management
HBS Corp. 1995 - Present
IBM 1988 - 1995
Pershing 1986 - 1987
Skills
Vendor Management, Business Analysis, SQL, Cloud Computing, Process Improvement, Microsoft SQL Server, Software Development, Project Management, Product Management, IT Strategy, SaaS, Program Management, Disaster Recovery, Requirements Analysis, SharePoint, Integration, Strategic Planning, Management Consulting, Software Project..., Virtualization, Enterprise Software, New Business Development, Management, PMP, SDLC, Oracle, Security, Team Leadership, CRM, Sales Management, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 1981 — 1988
MBA, Finance
St. Francis College 1977 — 1981
Bachelor of Science (BS), Management
Eugene Viti Jr.'s Pershing Experience 2000 - 2001
Job V.P. Head of Brokerage Operations Cetera Financial Group
Industry Financial Services
Experience
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
Brandon Angus's Pershing Experience March 2011 - July 2012
Job Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Industrial and Commercial Bank of China (ICBC) Financial Services LLC July 2012 - Present
Pershing March 2011 - July 2012
Jefferies & Company April 2004 - February 2011
Neuberger Berman June 1998 - April 2004
Lehman Brothers 1998 - 2004
Charles Schwab 1996 - 1998
Skills
Hedge Funds, Prime Brokerage, New Business Development, Marketing, Clearing, Electronic Trading...
Education
The University of Akron
BSBA, Finance
Erin Ridge's Pershing Experience October 2005 - Present
Job Assistant Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing October 2005 - Present
Education
The College of New Jersey 2000 — 2004
Business Administration
Pershing October 2005 - Present
Education
The College of New Jersey 2000 — 2004
Business Administration
Joe Calora's Pershing Experience August 2000 - Present
Job Vice President at Pershing
Industry Information Technology and Services
Experience
Pershing August 2000 - Present
Skills
Fixed Income, Securities, Equities, SDLC
Education
Stevens Institute of Technology 2006 — 2008
MSMIS, Management in Information Systems
Pershing August 2000 - Present
Skills
Fixed Income, Securities, Equities, SDLC
Education
Stevens Institute of Technology 2006 — 2008
MSMIS, Management in Information Systems
Mary Gaspar's Pershing Experience 1995 - 2007
Job Head Global Quality Services
Industry Information Technology and Services
Experience
First Data Corporation August 2014 - Present
Citi November 2011 - July 2014
Credit Suisse 2009 - 2011
Prudential November 2007 - 2009
Pershing 1995 - 2007
Skills
Vendor Management, Business Analysis, IT Management, IT Strategy, Wealth Management, SDLC, Business Intelligence, Risk Management, Program Management, Software Project..., Fixed Income, PMO, Project Portfolio..., Process Improvement, Project Management, Global Custody, Quality Management, Business Transformation
Education
Stevens Institute of Technology 1990 — 1992
Master of Science, Technology Management
First Data Corporation August 2014 - Present
Citi November 2011 - July 2014
Credit Suisse 2009 - 2011
Prudential November 2007 - 2009
Pershing 1995 - 2007
Skills
Vendor Management, Business Analysis, IT Management, IT Strategy, Wealth Management, SDLC, Business Intelligence, Risk Management, Program Management, Software Project..., Fixed Income, PMO, Project Portfolio..., Process Improvement, Project Management, Global Custody, Quality Management, Business Transformation
Education
Stevens Institute of Technology 1990 — 1992
Master of Science, Technology Management
Brian Terraciano's Pershing Experience September 2008 - Present
Job Vice President Client Transitions at Pershing
Industry Financial Services
Experience
Pershing September 2008 - Present
Pershing Advisor Solutions September 2005 - September 2008
Pershing September 1996 - September 2005
Education
Seton Hall University 2000 — 2003
Masters
University of Vermont 1992 — 1996
BA
Pershing September 2008 - Present
Pershing Advisor Solutions September 2005 - September 2008
Pershing September 1996 - September 2005
Education
Seton Hall University 2000 — 2003
Masters
University of Vermont 1992 — 1996
BA
Chuck Bianchino's Pershing Experience August 1996 - Present
Job manager at Pershing
Industry Financial Services
Experience
Pershing August 1996 - Present
Education
Stockton University 1987 — 1991
bachelor, Finance
Pershing August 1996 - Present
Education
Stockton University 1987 — 1991
bachelor, Finance
Courtney Campbell's Pershing Experience July 2000 - December 2001
Job Director in Synthetic Products and Securities Lending at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - Present
UBS Investment Bank July 2007 - June 2011
Credit Suisse December 2001 - July 2007
Pershing July 2000 - December 2001
Skills
Prime Brokerage, Securities Lending, Swaps, Equities, Hedge Funds, Equity Derivatives, Series 7, Series 63
Education
The Catholic University of America 1996 — 2000
BA, Finance
Merrill Lynch June 2010 - Present
UBS Investment Bank July 2007 - June 2011
Credit Suisse December 2001 - July 2007
Pershing July 2000 - December 2001
Skills
Prime Brokerage, Securities Lending, Swaps, Equities, Hedge Funds, Equity Derivatives, Series 7, Series 63
Education
The Catholic University of America 1996 — 2000
BA, Finance
Joyce Galea's Pershing Experience September 1992 - November 1994
Job Vice President at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors, LLC November 1994 - Present
Wells Fargo Advisors November 1994 - Present
Pershing September 1992 - November 1994
Skills
Series 7, Series 63, Fixed Income, Securities, Securities Lending, Equities, Investment Banking, Bloomberg, ETFs, Hedge Funds, Bonds, Prime Brokerage, FINRA, Capital Markets, Trading
Education
Southern Connecticut State University 1988 — 1992
Bachelor of Science, Business
New Dorp High School 1984 — 1988
Wells Fargo Advisors, LLC November 1994 - Present
Wells Fargo Advisors November 1994 - Present
Pershing September 1992 - November 1994
Skills
Series 7, Series 63, Fixed Income, Securities, Securities Lending, Equities, Investment Banking, Bloomberg, ETFs, Hedge Funds, Bonds, Prime Brokerage, FINRA, Capital Markets, Trading
Education
Southern Connecticut State University 1988 — 1992
Bachelor of Science, Business
New Dorp High School 1984 — 1988
Paul Bratu's Pershing Experience January 2004 - Present
Job Account Manager at Pershing
Industry Financial Services
Experience
Pershing January 2004 - Present
Education
State University of New York at New Paltz 1998 — 2000
BS
Pershing January 2004 - Present
Education
State University of New York at New Paltz 1998 — 2000
BS
John Mitsos's Pershing Experience February 2001 - November 2004
Job Equity Trade Support at Macquarie Capital
Industry Financial Services
Experience
Macquarie Group January 2010 - Present
Fox-Pitt, Kelton 2004 - December 2009
Swiss Re 2004 - 2005
Pershing February 2001 - November 2004
Skills
Derivatives, Capital Markets, Series 63, Hedge Funds, Portfolio Management, Securities, Investments, Banking, Equity Derivatives, Fidessa, Series 7, Middle Office, Mutual Funds, Asset Management, Equities, Bloomberg, Trading
Education
State University of New York at Stony Brook
Bachelor of Arts, Economics, Minor in Spanish
Macquarie Group January 2010 - Present
Fox-Pitt, Kelton 2004 - December 2009
Swiss Re 2004 - 2005
Pershing February 2001 - November 2004
Skills
Derivatives, Capital Markets, Series 63, Hedge Funds, Portfolio Management, Securities, Investments, Banking, Equity Derivatives, Fidessa, Series 7, Middle Office, Mutual Funds, Asset Management, Equities, Bloomberg, Trading
Education
State University of New York at Stony Brook
Bachelor of Arts, Economics, Minor in Spanish
Charlotte Jean-Jerome's Pershing Experience October 1999 - July 2001
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2004 - Present
Morgan Stanley Smith Barney February 2007 - December 2008
Morgan Stanley Smith Barney February 2004 - February 2007
State Street Bank February 2002 - January 2004
State Street Bank July 2001 - February 2002
Pershing October 1999 - July 2001
Morgan Stanley (Dean Witter) February 1998 - October 1999
Skills
Series 99
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Stony Brook University
BA, Political Science (Comparative Politics)
Morgan Stanley February 2004 - Present
Morgan Stanley Smith Barney February 2007 - December 2008
Morgan Stanley Smith Barney February 2004 - February 2007
State Street Bank February 2002 - January 2004
State Street Bank July 2001 - February 2002
Pershing October 1999 - July 2001
Morgan Stanley (Dean Witter) February 1998 - October 1999
Skills
Series 99
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
Stony Brook University
BA, Political Science (Comparative Politics)
Vinnie Riolo's Pershing Experience 2001 - 2004
Job Manager of Infrastructure, Data Center, ISeries Systems, and Help Desk Operations at Modell's Sporting Goods
Industry Information Technology and Services
Experience
Modell's Sporting Goods May 2011 - Present
Modell's Sporting Goods December 2009 - May 2011
United Retail Group May 2009 - December 2009
Linens N Things 2006 - January 2009
Linens N Things 2004 - 2006
Pershing 2001 - 2004
Skills
Active Directory, Visio, XP, Windows, Access, Lotus Notes, Outlook, Hardware, Printers, Microsoft Excel, Switches, BMC Remedy, Windows Vista, Software, Microsoft Word, PowerPoint, Routers, Adobe Acrobat, NT 4.0, AutoCAD, Modems
Education
The Chubb Institute 2000 — 2001
Computer Network Support, PC Hardware & OS troubleshooting and configuration, PC Networking
Seton Hall University 1995 — 1999
Computer Science, Computer Architecture, Data Structures and Algorithms, Software Development, Networking
Modell's Sporting Goods May 2011 - Present
Modell's Sporting Goods December 2009 - May 2011
United Retail Group May 2009 - December 2009
Linens N Things 2006 - January 2009
Linens N Things 2004 - 2006
Pershing 2001 - 2004
Skills
Active Directory, Visio, XP, Windows, Access, Lotus Notes, Outlook, Hardware, Printers, Microsoft Excel, Switches, BMC Remedy, Windows Vista, Software, Microsoft Word, PowerPoint, Routers, Adobe Acrobat, NT 4.0, AutoCAD, Modems
Education
The Chubb Institute 2000 — 2001
Computer Network Support, PC Hardware & OS troubleshooting and configuration, PC Networking
Seton Hall University 1995 — 1999
Computer Science, Computer Architecture, Data Structures and Algorithms, Software Development, Networking
Marielle Piccone's Pershing Experience 1999 - 2005
Job Vice President Digital Workplace Technologies Chief Administration Office
Industry Information Technology and Services
Experience
BNY Mellon March 2015 - Present
BNY Mellon January 2013 - Present
The Bank of New York Mellon July 2005 - January 2013
Pershing 1999 - 2005
Skills
Disaster Recovery, IT Operations, Enterprise Architecture, Incident Management, Information Security..., System Administration, Business Analysis, Troubleshooting, Process Improvement, Project Management, Vendor Management, IT Management, Information Security, IT Strategy, ITIL, Lotus Notes, Visio, IT Service Management, SDLC, Business Continuity, Data Center, Integration, Servers, Risk Management, Technical Support, Security, Blackberry Enterprise..., PMP, Microsoft Exchange, Governance, SCCM, Unix, Project Portfolio..., Blackberry, Business Process, Software Documentation, PMO, Infrastructure, SharePoint, AIX, Information Technology, System Deployment, BMC Remedy, Windows, Data Migration, Lotus Domino, Project Delivery, Citrix, Virtualization
Education
Syracuse University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Child Development and Psychology
New York University 2010 — 2012
Professional Certificate, Project Management
BNY Mellon March 2015 - Present
BNY Mellon January 2013 - Present
The Bank of New York Mellon July 2005 - January 2013
Pershing 1999 - 2005
Skills
Disaster Recovery, IT Operations, Enterprise Architecture, Incident Management, Information Security..., System Administration, Business Analysis, Troubleshooting, Process Improvement, Project Management, Vendor Management, IT Management, Information Security, IT Strategy, ITIL, Lotus Notes, Visio, IT Service Management, SDLC, Business Continuity, Data Center, Integration, Servers, Risk Management, Technical Support, Security, Blackberry Enterprise..., PMP, Microsoft Exchange, Governance, SCCM, Unix, Project Portfolio..., Blackberry, Business Process, Software Documentation, PMO, Infrastructure, SharePoint, AIX, Information Technology, System Deployment, BMC Remedy, Windows, Data Migration, Lotus Domino, Project Delivery, Citrix, Virtualization
Education
Syracuse University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Child Development and Psychology
New York University 2010 — 2012
Professional Certificate, Project Management
Debbie Russo-Krand's Pershing Experience 1993 - 2001
Job Securities Lending operations associate at Fortis Securities
Industry Financial Services
Experience
Fortis Securities Securities Lending AssociateFortis Bank2002 - Present
Fortis 2002 - Present
Fortis Capital 2002 - Present
Pershing 1993 - 2001
Pershing 1998 - 2000
Pershing 1994 - 1998
Education
St. Thomas Aquinas College 1981 — 1984
Bachelor, Accounting
Fortis Securities Securities Lending AssociateFortis Bank2002 - Present
Fortis 2002 - Present
Fortis Capital 2002 - Present
Pershing 1993 - 2001
Pershing 1998 - 2000
Pershing 1994 - 1998
Education
St. Thomas Aquinas College 1981 — 1984
Bachelor, Accounting
Vincent Mondaro's Pershing Experience May 2010 - February 2011
Job IT Compliance Analyst at Barneys New York
Industry Information Technology and Services
Experience
Barneys New York May 2011 - Present
Pershing May 2010 - February 2011
NYCERS April 2009 - May 2010
Bear Stearns August 1999 - November 2008
Skills
Active Directory, Business Analysis, Microsoft Office, Disaster Recovery, Vendor Management, Risk Management, Visio, IT Strategy, Project Management, Security, Operating Systems, Process Improvement, System Administration, SDLC, Troubleshooting, Linux, XP, Windows Server, Servers, Unix, Windows, Software Documentation, Integration, Information Technology, Windows XP, IT Management, Information Security
Education
Seton Hall University 1994 — 1999
Bachelor's degree, Computer Science
Barneys New York May 2011 - Present
Pershing May 2010 - February 2011
NYCERS April 2009 - May 2010
Bear Stearns August 1999 - November 2008
Skills
Active Directory, Business Analysis, Microsoft Office, Disaster Recovery, Vendor Management, Risk Management, Visio, IT Strategy, Project Management, Security, Operating Systems, Process Improvement, System Administration, SDLC, Troubleshooting, Linux, XP, Windows Server, Servers, Unix, Windows, Software Documentation, Integration, Information Technology, Windows XP, IT Management, Information Security
Education
Seton Hall University 1994 — 1999
Bachelor's degree, Computer Science
David Tatta's Pershing Experience October 2011 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing October 2011 - Present
HSBC Securities September 2010 - July 2011
Pershing July 2010 - September 2010
AIG Investments September 2006 - December 2008
Deutsche Asset Management 2001 - 2005
Deutsche Bank September 1997 - February 2001
Bankers Trust June 1992 - August 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Prime Brokerage, Series 63, Securities, Series 7, Capital Markets, Asset Managment, Mutual Funds, Asset Management, Private Equity, Middle Office, Investment Strategies, Fund Of Funds, Financial Services, Banking, Portfolio Management, Bonds, Derivatives, Bloomberg
Education
Siena College 1988 — 1992
BS, Marketing and Management
Pershing October 2011 - Present
HSBC Securities September 2010 - July 2011
Pershing July 2010 - September 2010
AIG Investments September 2006 - December 2008
Deutsche Asset Management 2001 - 2005
Deutsche Bank September 1997 - February 2001
Bankers Trust June 1992 - August 1997
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Prime Brokerage, Series 63, Securities, Series 7, Capital Markets, Asset Managment, Mutual Funds, Asset Management, Private Equity, Middle Office, Investment Strategies, Fund Of Funds, Financial Services, Banking, Portfolio Management, Bonds, Derivatives, Bloomberg
Education
Siena College 1988 — 1992
BS, Marketing and Management
Julie O'Sullivan's Pershing Experience September 1988 - March 1993
Job VP at GSO Capital Partners LP
Industry Financial Services
Experience
GSO Capital Partners LP August 2005 - Present
Credit Suisse First Boston January 2000 - August 2005
DLJ March 1993 - December 1999
Pershing September 1988 - March 1993
Skills
Bloomberg, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Equities
Education
St. Peter's College 1985 — 1988
Marketing
GSO Capital Partners LP August 2005 - Present
Credit Suisse First Boston January 2000 - August 2005
DLJ March 1993 - December 1999
Pershing September 1988 - March 1993
Skills
Bloomberg, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Equities
Education
St. Peter's College 1985 — 1988
Marketing
Matthew Murray's Pershing Experience 1980 - 1982
Job Vice President, Clearing Operations at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial April 2010 - Present
Charles Schwab & Co., Inc. 1999 - 2010
Salomon Smith Barney July 1986 - July 1999
DTCC February 1984 - May 1986
Pershing 1980 - 1982
Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions
Education
Securities Industry Institute @ The Wharton School University of Pennsylvania 2012 — 2014
Graduate, Finance and Financial Management Services
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management
American Institute of Banking (ABA) 2006 — 2007
AIB Bank Operations Diploma, Bank Operations
State University of New York Empire State College 1989 — 1991
Business, Management and Economics, Accounting
New York Institute of Finance 1986 — 1990
Certificate, Brokerage Operations and Accounting
E*TRADE Financial April 2010 - Present
Charles Schwab & Co., Inc. 1999 - 2010
Salomon Smith Barney July 1986 - July 1999
DTCC February 1984 - May 1986
Pershing 1980 - 1982
Skills
Securities, Asset Managment, Portfolio Management, Capital Markets, Executive Management, Mutual Funds, Bloomberg, Equities, Risk Management, AML, Asset Management, Banking, Bonds, FINRA, Financial Services, Fixed Income, Hedge Funds, Options, Series 24, Series 63, Series 7, Trading, Settlement, Corporate Actions
Education
Securities Industry Institute @ The Wharton School University of Pennsylvania 2012 — 2014
Graduate, Finance and Financial Management Services
University of Notre Dame - Mendoza College of Business 2007 — 2008
Executive Certificate in Leadership & Management, Leadership & Management
American Institute of Banking (ABA) 2006 — 2007
AIB Bank Operations Diploma, Bank Operations
State University of New York Empire State College 1989 — 1991
Business, Management and Economics, Accounting
New York Institute of Finance 1986 — 1990
Certificate, Brokerage Operations and Accounting
Guy Booker's Pershing Experience March 2007 - November 2008
Job Assistant Billing Associate and Collections at InterExchange
Industry Financial Services
Experience
InterExchange May 2012 - October 2012
Gilda Squire Media Relations December 2008 - May 2012
Pershing March 2007 - November 2008
Pershing January 2006 - March 2007
Education
College of New Rochelle 2009 — 2012
B.A., School of New Resources (Public Administration), 3.656
InterExchange May 2012 - October 2012
Gilda Squire Media Relations December 2008 - May 2012
Pershing March 2007 - November 2008
Pershing January 2006 - March 2007
Education
College of New Rochelle 2009 — 2012
B.A., School of New Resources (Public Administration), 3.656
Pat McKeown's Pershing Experience May 2010 - May 2011
Job Retired
Industry Financial Services
Experience
Pershing May 2010 - May 2011
Lincoln Investment Planning November 2005 - September 2009
Lincoln Financial Distributors June 2003 - August 2005
Lincoln Financial Distributors June 2001 - June 2003
Delaware Investments September 1999 - June 2001
Allegheny Health 1988 - 1998
Skills
Project Management, Strategic Planning, Graphic Design, Marketing Communications, Marketing, Marketing Strategy, Advertising, Business Development, Creative Direction
Education
Temple University
M.A.
Temple University
B.S.
Pershing May 2010 - May 2011
Lincoln Investment Planning November 2005 - September 2009
Lincoln Financial Distributors June 2003 - August 2005
Lincoln Financial Distributors June 2001 - June 2003
Delaware Investments September 1999 - June 2001
Allegheny Health 1988 - 1998
Skills
Project Management, Strategic Planning, Graphic Design, Marketing Communications, Marketing, Marketing Strategy, Advertising, Business Development, Creative Direction
Education
Temple University
M.A.
Temple University
B.S.
Brian P. Carolan's Pershing Experience 2004 - 2007
Job AIG Director Corp Business IT PMOBudgeting/Forecasting, AuditCompliance, SDLC, Project Mgmnt, Managerial Reporting
Industry Financial Services
Experience
AIG April 2014 - Present
AT&T April 2012 - June 2014
Apollo Management September 2007 - January 2012
Pershing 2004 - 2007
Pershing 1997 - 2004
Skills
Project Management, Accounting, Software Project..., IT Strategy, Quality Assurance, Trading, Process Improvement, Securities, Series 7, Financial Services, Financials, Business Process Design, Business Analysis, Business Process..., SDLC, PMO, PeopleSoft, Finance, Product Management, Sarbanes-Oxley Act, Change Management, Project Planning, Requirements Analysis, Auditing, Information Technology, Management, Risk Management
Education
Saint Joseph's College 2007 — 2010
Master of Business Administration (MBA), Business/Managerial Economics
Saint Joseph's College 2006 — 2009
MBA, Accounting
Molloy College 2004 — 2006
Bachelor of Arts (B.A.), Accounting and Business/Management
Molloy College 2003 — 2006
Bachelor of Arts (B.A.), Accounting
AIG April 2014 - Present
AT&T April 2012 - June 2014
Apollo Management September 2007 - January 2012
Pershing 2004 - 2007
Pershing 1997 - 2004
Skills
Project Management, Accounting, Software Project..., IT Strategy, Quality Assurance, Trading, Process Improvement, Securities, Series 7, Financial Services, Financials, Business Process Design, Business Analysis, Business Process..., SDLC, PMO, PeopleSoft, Finance, Product Management, Sarbanes-Oxley Act, Change Management, Project Planning, Requirements Analysis, Auditing, Information Technology, Management, Risk Management
Education
Saint Joseph's College 2007 — 2010
Master of Business Administration (MBA), Business/Managerial Economics
Saint Joseph's College 2006 — 2009
MBA, Accounting
Molloy College 2004 — 2006
Bachelor of Arts (B.A.), Accounting and Business/Management
Molloy College 2003 — 2006
Bachelor of Arts (B.A.), Accounting
Stephen Friars's Pershing Experience May 2001 - Present
Job VP/Controller at Albridge
Industry Financial Services
Experience
Pershing May 2001 - Present
Summit Bank 1991 - 2009
Summit Bank 1991 - 2009
Summit Bank 1991 - 2009
Education
Seton Hall University
MS, Accounting
Pershing May 2001 - Present
Summit Bank 1991 - 2009
Summit Bank 1991 - 2009
Summit Bank 1991 - 2009
Education
Seton Hall University
MS, Accounting
Gina Ciancio's Pershing Experience May 2012 - Present
Job Administrative Assistant at Pershing
Industry Human Resources
Experience
Pershing May 2012 - Present
Moelis & Company May 2010 - June 2012
HC Associates July 2009 - May 2010
Bonnie Brae September 2008 - December 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, System Administration, Event Management, Research, Customer Service, Administration, Microsoft Office, Event Planning, Public Speaking, Social Media
Education
Seton Hall University 2005 — 2009
Bachelor of the Arts, Psychology
Italiaidea 2008 — 2008
6 Credits, Italian
Pershing May 2012 - Present
Moelis & Company May 2010 - June 2012
HC Associates July 2009 - May 2010
Bonnie Brae September 2008 - December 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, System Administration, Event Management, Research, Customer Service, Administration, Microsoft Office, Event Planning, Public Speaking, Social Media
Education
Seton Hall University 2005 — 2009
Bachelor of the Arts, Psychology
Italiaidea 2008 — 2008
6 Credits, Italian
Chris Tacopino's Pershing Experience October 1999 - July 2009
Job High Yield Corporate Bond Trader at ED&F Man
Industry Financial Services
Experience
ED&F Man March 2015 - Present
Interactive Brokers August 2009 - December 2014
Pershing October 1999 - July 2009
Skills
Equities, Bonds, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Securities, Hedge Funds, Options, FINRA, Trading Systems, Electronic Trading, Trading, Capital Markets, Equity Trading, Financial Markets, Bloomberg Terminal, Credit Derivatives, Alternative Investments, Derivatives, Market Data, Investment Banking
Education
Saint Peter's University 2003 — 2005
MBA, Finance
Saint John's University 1994 — 1999
B.S., Finance
ED&F Man March 2015 - Present
Interactive Brokers August 2009 - December 2014
Pershing October 1999 - July 2009
Skills
Equities, Bonds, Series 7, High Yield, Fixed Income, Bloomberg, Series 63, Securities, Hedge Funds, Options, FINRA, Trading Systems, Electronic Trading, Trading, Capital Markets, Equity Trading, Financial Markets, Bloomberg Terminal, Credit Derivatives, Alternative Investments, Derivatives, Market Data, Investment Banking
Education
Saint Peter's University 2003 — 2005
MBA, Finance
Saint John's University 1994 — 1999
B.S., Finance
Golkouh Ghassemlou's Pershing Experience May 2010 - June 2010
Job
Industry Law Practice
Experience
WilmerHale September 2011 - Present
US Securities and Exchange Commission September 2010 - September 2011
Pershing May 2010 - June 2010
Steptoe & Johnson LLP June 2007 - May 2010
National Fish and Wildlife Foundation August 2006 - June 2007
Education
The Catholic University of America, Columbus School of Law 2007 — 2011
Vanderbilt University 2002 — 2006
BA, Biology
WilmerHale September 2011 - Present
US Securities and Exchange Commission September 2010 - September 2011
Pershing May 2010 - June 2010
Steptoe & Johnson LLP June 2007 - May 2010
National Fish and Wildlife Foundation August 2006 - June 2007
Education
The Catholic University of America, Columbus School of Law 2007 — 2011
Vanderbilt University 2002 — 2006
BA, Biology
susan vendetti's Pershing Experience March 2000 - February 2005
Job Training Specialist at Wilmington Trust
Industry Banking
Experience
Wilmington Trust July 2005 - Present
Pershing March 2000 - February 2005
Deutsche Bank June 1996 - March 2000
Bank of New York August 1993 - June 1996
Education
Stockton University 1989 — 1993
BA, Economics
Wilmington Trust July 2005 - Present
Pershing March 2000 - February 2005
Deutsche Bank June 1996 - March 2000
Bank of New York August 1993 - June 1996
Education
Stockton University 1989 — 1993
BA, Economics
Neil Sullivan's Pershing Experience 2003 - Present
Job VP at Pershing
Industry Financial Services
Experience
Pershing 2003 - Present
JPMorgan Chase 2002 - 2003
Merrill Lynch 1996 - 2002
Pershing 1995 - 1996
Dean Witter 1994 - 1995
Prudential Securities 1991 - 1994
Neil S. Sullivan & Associates 1988 - 1991
Trane 1986 - 1988
Education
Stevens Institute of Technology 1981 — 1986
Bachelor of Engineering, Mechanical
Pershing 2003 - Present
JPMorgan Chase 2002 - 2003
Merrill Lynch 1996 - 2002
Pershing 1995 - 1996
Dean Witter 1994 - 1995
Prudential Securities 1991 - 1994
Neil S. Sullivan & Associates 1988 - 1991
Trane 1986 - 1988
Education
Stevens Institute of Technology 1981 — 1986
Bachelor of Engineering, Mechanical
Karin Schreck's Pershing Experience October 1999 - April 2003
Job Team Leader at Key Equipment Finance
Industry Banking
Experience
Key Equipment Finance April 2003 - Present
Pershing October 1999 - April 2003
Skills
Relationship Management, Risk Management, Sales, Commercial Banking, Vendor Management, Banking, Process Improvement, Credit, Finance, Portfolio Management, Credit Analysis, Customer Service, Management, Financial Services, Loans, Financial Analysis
Education
State University of New York at Delhi 1992 — 1994
AAS, Hospitality Management
Key Equipment Finance April 2003 - Present
Pershing October 1999 - April 2003
Skills
Relationship Management, Risk Management, Sales, Commercial Banking, Vendor Management, Banking, Process Improvement, Credit, Finance, Portfolio Management, Credit Analysis, Customer Service, Management, Financial Services, Loans, Financial Analysis
Education
State University of New York at Delhi 1992 — 1994
AAS, Hospitality Management
Jessica Sweeney's Pershing Experience 2009 - June 2014
Job Vice President Relationship Management at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
Pershing 2009 - June 2014
Pershing July 2009 - April 2010
Skills
Series 7, Series 63
Education
St. Lawrence University 2005 — 2009
Math and Economics
Pershing, a BNY Mellon company June 2014 - Present
Pershing 2009 - June 2014
Pershing July 2009 - April 2010
Skills
Series 7, Series 63
Education
St. Lawrence University 2005 — 2009
Math and Economics
Jack Sitty's Pershing Experience 1992 - 1995
Job Director at Eze Software Group
Industry Financial Services
Experience
Eze Software Group April 2013 - Present
Eze Software Group August 2011 - Present
ConvergEx RealTick August 2011 - April 2013
Lehman Brothers/Barclays Capital March 2006 - August 2011
Goldman Sachs November 1999 - March 2006
Bankof NY 1995 - 1999
Pershing 1992 - 1995
Skills
Market Data, Electronic Trading, Hedge Funds, Trading Systems, Equities, Derivatives, Equity Trading, Options, Low Latency, Equity Derivatives, Bloomberg, Financial Markets, Trading, Financial Services, Fixed Income, Securities, Series 7, Capital Markets
Education
Saint Peter's University 1988 — 1992
BS, Marketing/Marketing Management, General
St Peters College 1988 — 1992
BS, Marketing Mgt
Eze Software Group April 2013 - Present
Eze Software Group August 2011 - Present
ConvergEx RealTick August 2011 - April 2013
Lehman Brothers/Barclays Capital March 2006 - August 2011
Goldman Sachs November 1999 - March 2006
Bankof NY 1995 - 1999
Pershing 1992 - 1995
Skills
Market Data, Electronic Trading, Hedge Funds, Trading Systems, Equities, Derivatives, Equity Trading, Options, Low Latency, Equity Derivatives, Bloomberg, Financial Markets, Trading, Financial Services, Fixed Income, Securities, Series 7, Capital Markets
Education
Saint Peter's University 1988 — 1992
BS, Marketing/Marketing Management, General
St Peters College 1988 — 1992
BS, Marketing Mgt
Sharon Winn's Pershing Experience January 2000 - January 2002
Job Director Individual and Small Group Sales Blue Cross Blue Shield of Georgia
Industry Insurance
Experience
Blue Cross Blue Shield of Georgia April 2009 - Present
2004-2006 RISD Museum Associates April 2009 - Present
Blue Cross Blue Shield of GA January 2009 - Present
Pershing January 2000 - January 2002
Pershing January 1999 - January 2000
Pershing January 1998 - January 1999
Blue Cross Blue Shield of Georgia January 1995 - January 1998
Skills
Health Insurance, Retirement Planning, Sales, Management, Disability Insurance, Insurance, Life Insurance, Managed Care, Medicare, Brokers, CRM, Strategic Planning, Customer Service, Employee Benefits, Strategy, Underwriting, HMO, Term Life Insurance, Analysis, Leadership, Health Savings Accounts, Customer Retention, Claim
Education
The University of Georgia 1985 — 1989
Marketing
The University of Georgia
Blue Cross Blue Shield of Georgia April 2009 - Present
2004-2006 RISD Museum Associates April 2009 - Present
Blue Cross Blue Shield of GA January 2009 - Present
Pershing January 2000 - January 2002
Pershing January 1999 - January 2000
Pershing January 1998 - January 1999
Blue Cross Blue Shield of Georgia January 1995 - January 1998
Skills
Health Insurance, Retirement Planning, Sales, Management, Disability Insurance, Insurance, Life Insurance, Managed Care, Medicare, Brokers, CRM, Strategic Planning, Customer Service, Employee Benefits, Strategy, Underwriting, HMO, Term Life Insurance, Analysis, Leadership, Health Savings Accounts, Customer Retention, Claim
Education
The University of Georgia 1985 — 1989
Marketing
The University of Georgia
Timothy Rambone's Pershing Experience 2005 - 2008
Job Manager Business Analyst at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts January 2008 - Present
Pershing 2005 - 2008
Equal Vision Records 1997 - 1997
Skills
Accounting, Analysis, Business Analysis, Corporate Finance, Cross-functional Team..., Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Managed Care, PeopleSoft, Pricing, Process Improvement, Strategic Financial..., Variance Analysis, Management
Education
Seton Hall University 1994 — 1999
Bachelor's degree, Finance, General
North Bergen High School 1984 — 1989
Diploma
Express Scripts January 2008 - Present
Pershing 2005 - 2008
Equal Vision Records 1997 - 1997
Skills
Accounting, Analysis, Business Analysis, Corporate Finance, Cross-functional Team..., Data Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Managed Care, PeopleSoft, Pricing, Process Improvement, Strategic Financial..., Variance Analysis, Management
Education
Seton Hall University 1994 — 1999
Bachelor's degree, Finance, General
North Bergen High School 1984 — 1989
Diploma
Monica Marciano's Pershing Experience 2006 - Present
Job Senior HR Business Analyst at Pershing LLC
Industry Financial Services
Experience
Pershing 2006 - Present
Skills
Business Analysis, HR Reports, Ad Hoc Reporting, Executive Reports, Project Planning, Problem Solving, PeopleSoft, Microsoft Office, Microsoft Excel, Visio, Adobe Acrobat
Education
The College of New Jersey 2002 — 2006
BA, Psychology/HR Mgmt
Pershing 2006 - Present
Skills
Business Analysis, HR Reports, Ad Hoc Reporting, Executive Reports, Project Planning, Problem Solving, PeopleSoft, Microsoft Office, Microsoft Excel, Visio, Adobe Acrobat
Education
The College of New Jersey 2002 — 2006
BA, Psychology/HR Mgmt
Henry Villafane, PMP, CSM's Pershing Experience February 1995 - March 1998
Job Project Manager at Procom
Industry Financial Services
Experience
Capco April 2014 - March 2015
focused in technology, transformation, conversion and change projects November 2013 - April 2014
South Jersey Gas Company September 2013 - October 2013
UBS March 1998 - October 2012
Pershing February 1995 - March 1998
Smith Barney 1994 - 1995
Kidder Peabody 1980 - 1994
Skills
SDLC, Integration, Business Analysis, PMO, Project Management, Vendor Management, Back Office, Equities, Project Portfolio..., IT Strategy, Risk Management, Management, Business Requirements, Trading Systems, Software Project..., Process Improvement, Requirements Gathering, Program Management, Requirements Analysis, PMP, CSM, Project Delivery, Settlement, Wealth Management, Financial Services, Leadership, Enterprise Architecture, Applications..., IT Management, Fixed Income, Disaster Recovery, Business Continuity, Resource Management, Business Process, Securities, Visio, Market Data, NDM, Governance, IT Service Management, Agile Project Management, Business Intelligence, Data Warehousing, Security, Outsourcing, Business Process..., Offshoring, Business Process..., Business Transformation, Consulting
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
College of Staten Island
Bachelor of Science (BS), Business Management and Computer Science
Capco April 2014 - March 2015
focused in technology, transformation, conversion and change projects November 2013 - April 2014
South Jersey Gas Company September 2013 - October 2013
UBS March 1998 - October 2012
Pershing February 1995 - March 1998
Smith Barney 1994 - 1995
Kidder Peabody 1980 - 1994
Skills
SDLC, Integration, Business Analysis, PMO, Project Management, Vendor Management, Back Office, Equities, Project Portfolio..., IT Strategy, Risk Management, Management, Business Requirements, Trading Systems, Software Project..., Process Improvement, Requirements Gathering, Program Management, Requirements Analysis, PMP, CSM, Project Delivery, Settlement, Wealth Management, Financial Services, Leadership, Enterprise Architecture, Applications..., IT Management, Fixed Income, Disaster Recovery, Business Continuity, Resource Management, Business Process, Securities, Visio, Market Data, NDM, Governance, IT Service Management, Agile Project Management, Business Intelligence, Data Warehousing, Security, Outsourcing, Business Process..., Offshoring, Business Process..., Business Transformation, Consulting
Education
Stevens Institute of Technology 2000 — 2002
MS, Management Information Systems
College of Staten Island
Bachelor of Science (BS), Business Management and Computer Science
Alana Moses's Pershing Experience June 2010 - August 2010
Job Marketing Management Intern at Pershing
Industry Financial Services
Experience
Pershing June 2010 - August 2010
Bank of New York Mellon, Pershing LLC 2010 - 2010
Education
The College of New Jersey
Marketing
Pershing June 2010 - August 2010
Bank of New York Mellon, Pershing LLC 2010 - 2010
Education
The College of New Jersey
Marketing
Stephen Lobosco's Pershing Experience 2000 - 2005
Job Project Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase August 2005 - Present
Pershing 2000 - 2005
Pershing, a BNY Mellon company July 2000 - July 2004
TD - TDWaterhouse Investment Services June 1999 - July 2000
Skills
Series 24, Series 7, Series 63, Relationship Management, Banking, Financial Services, AML, Securities, Mutual Funds, Risk Management, Customer Service, Equities, Wealth Management, Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Business Analysis, Management, Fixed Income, Asset Management, Trading, Hedge Funds, Back Office
Education
Temple University
BS, Kinesiology
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase August 2005 - Present
Pershing 2000 - 2005
Pershing, a BNY Mellon company July 2000 - July 2004
TD - TDWaterhouse Investment Services June 1999 - July 2000
Skills
Series 24, Series 7, Series 63, Relationship Management, Banking, Financial Services, AML, Securities, Mutual Funds, Risk Management, Customer Service, Equities, Wealth Management, Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Business Analysis, Management, Fixed Income, Asset Management, Trading, Hedge Funds, Back Office
Education
Temple University
BS, Kinesiology
Corey Lawrence's Pershing Experience November 2011 - May 2014
Job Vice President Managed Investments @ Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2015 - Present
JPMorgan Chase June 2014 - July 2015
Pershing November 2011 - May 2014
Pershing December 2010 - November 2011
Pershing June 2009 - December 2010
Pershing June 2007 - June 2009
Skills
Series 7, Series 66, Investment Advisory, Managed Accounts, Mutual Funds, Equities, Fixed Income, Trading, Customer Relations, Operations Management, Bloomberg, FINRA, Customer Service, Excel, Securities, ETFs, Investments, Portfolio Management, Process Improvement, Problem Solving, Word, Risk Management, Back Office, Microsoft Office, Asset Management, PowerPoint, Supervisory Skills, Team Building, AML, Product Management, Financial Services, Trading Systems, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Uniform Combined State..., Wealth Management, Investment Management, Investment Strategies
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Business Administration - Marketing
Pershing, a BNY Mellon company July 2015 - Present
JPMorgan Chase June 2014 - July 2015
Pershing November 2011 - May 2014
Pershing December 2010 - November 2011
Pershing June 2009 - December 2010
Pershing June 2007 - June 2009
Skills
Series 7, Series 66, Investment Advisory, Managed Accounts, Mutual Funds, Equities, Fixed Income, Trading, Customer Relations, Operations Management, Bloomberg, FINRA, Customer Service, Excel, Securities, ETFs, Investments, Portfolio Management, Process Improvement, Problem Solving, Word, Risk Management, Back Office, Microsoft Office, Asset Management, PowerPoint, Supervisory Skills, Team Building, AML, Product Management, Financial Services, Trading Systems, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Uniform Combined State..., Wealth Management, Investment Management, Investment Strategies
Education
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Business Administration - Marketing
Raymond Deely's Pershing Experience October 2010 - June 2013
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2014 - Present
Pershing, a BNY Mellon company June 2013 - July 2014
Pershing October 2010 - June 2013
O'donnell's Pour House March 2002 - October 2010
Skills
Series 7, Mutual Funds
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, Entrepreneurship, Management
Pershing, a BNY Mellon company July 2014 - Present
Pershing, a BNY Mellon company June 2013 - July 2014
Pershing October 2010 - June 2013
O'donnell's Pour House March 2002 - October 2010
Skills
Series 7, Mutual Funds
Education
Shippensburg University of Pennsylvania 2006 — 2010
BSBA, Entrepreneurship, Management
Nicholas DiLullo's Pershing Experience 1998 - 2005
Job Computer Software Professional
Industry Computer Software
Experience
Bank of New York Mellon 2005 - 2010
Pershing 1998 - 2005
Education
Stockton University 1991 — 1996
BA, Psychology
Bank of New York Mellon 2005 - 2010
Pershing 1998 - 2005
Education
Stockton University 1991 — 1996
BA, Psychology
Janet Fitzpatrick's Pershing Experience January 1999 - January 2001
Job Director of Operations
Industry Financial Services
Experience
HHG & Company, LLC November 2012 - Present
BANK OF AMERICA MERRILL LYNCH GLOBAL MARKETS January 2009 - September 2011
2006 –2009 JP MORGAN CHASE & CO February 2006 - April 2009
PERSHING LLC January 2001 - January 2006
Pershing January 1999 - January 2001
Education
St. Lawrence University 1993 — 1997
Bachelor of Arts, Government and Spanish
St. Lawrence University 1993 — 1997
HHG & Company, LLC November 2012 - Present
BANK OF AMERICA MERRILL LYNCH GLOBAL MARKETS January 2009 - September 2011
2006 –2009 JP MORGAN CHASE & CO February 2006 - April 2009
PERSHING LLC January 2001 - January 2006
Pershing January 1999 - January 2001
Education
St. Lawrence University 1993 — 1997
Bachelor of Arts, Government and Spanish
St. Lawrence University 1993 — 1997
Margi White's Pershing Experience 1982 - 1992
Job Consultant at Broadridge Financial
Industry Financial Services
Experience
Broadridge Financial August 2011 - Present
Deutsche Bank Securities August 2002 - November 2010
National Discount Brokers November 1994 - September 2001
Pershing 1982 - 1992
Skills
Series 7, Middle Office, Equities, Back Office, Fixed Income, Hedge Funds, Prime Brokerage, Securities, Settlement, Alternative Investments, Derivatives, Financial Markets, Options, Capital Markets, Electronic Trading, Portfolio Management, Trading Systems
Education
State University of New York at New Paltz 1978 — 1982
BA, Business Administration
Broadridge Financial August 2011 - Present
Deutsche Bank Securities August 2002 - November 2010
National Discount Brokers November 1994 - September 2001
Pershing 1982 - 1992
Skills
Series 7, Middle Office, Equities, Back Office, Fixed Income, Hedge Funds, Prime Brokerage, Securities, Settlement, Alternative Investments, Derivatives, Financial Markets, Options, Capital Markets, Electronic Trading, Portfolio Management, Trading Systems
Education
State University of New York at New Paltz 1978 — 1982
BA, Business Administration
Joshua Lipschitz's Pershing Experience April 2012 - Present
Job VP at Pershing
Industry Financial Services
Experience
Pershing April 2012 - Present
Pershing August 2007 - April 2012
Deloitte September 2006 - August 2007
Deloitte September 2003 - September 2006
Deloitte & Touche October 2001 - September 2003
Syracuse University August 1999 - May 2001
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, US GAAP, Auditing, Accounting, Due Diligence, Corporate Finance, Financial Accounting, SEC filings, Portfolio Management, Investments, Asset Managment, Fixed Income, Derivatives, Financial Services
Education
Syracuse University 1999 — 2001
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
BS, BA, Finance and Economics
Pershing April 2012 - Present
Pershing August 2007 - April 2012
Deloitte September 2006 - August 2007
Deloitte September 2003 - September 2006
Deloitte & Touche October 2001 - September 2003
Syracuse University August 1999 - May 2001
Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, US GAAP, Auditing, Accounting, Due Diligence, Corporate Finance, Financial Accounting, SEC filings, Portfolio Management, Investments, Asset Managment, Fixed Income, Derivatives, Financial Services
Education
Syracuse University 1999 — 2001
MS, Accounting
Syracuse University - Martin J. Whitman School of Management 1995 — 1999
BS, BA, Finance and Economics
Patricia Norton's Pershing Experience October 1988 - Present
Job Financial Controls Manager at Pershing
Industry Financial Services
Experience
Pershing October 1988 - Present
The Provident Bank 1985 - October 1988
Education
St. Peter's College 1980 — 1985
BS, Marketing Management
Pershing October 1988 - Present
The Provident Bank 1985 - October 1988
Education
St. Peter's College 1980 — 1985
BS, Marketing Management
Lynne Pendergast's Pershing Experience April 2002 - April 2012
Job Systems Analyst at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2012 - Present
Pershing April 2002 - April 2012
Pershing August 1995 - April 2002
Pershing December 1994 - August 1995
Smith Barney February 1992 - December 1994
Colonial Savings Bank July 1988 - April 1991
Merrill Lynch September 1985 - January 1988
Crompton & Knowles July 1983 - September 1985
Lincoln Federal Savings September 1982 - July 1983
Education
St. Peter's College 2000 — 2004
MBA, Management, Management Information Systems
Chubb Institute 1991 — 1991
Certification, Programming
Douglass College 1978 — 1982
BA, Music performance
Pershing, a BNY Mellon company April 2012 - Present
Pershing April 2002 - April 2012
Pershing August 1995 - April 2002
Pershing December 1994 - August 1995
Smith Barney February 1992 - December 1994
Colonial Savings Bank July 1988 - April 1991
Merrill Lynch September 1985 - January 1988
Crompton & Knowles July 1983 - September 1985
Lincoln Federal Savings September 1982 - July 1983
Education
St. Peter's College 2000 — 2004
MBA, Management, Management Information Systems
Chubb Institute 1991 — 1991
Certification, Programming
Douglass College 1978 — 1982
BA, Music performance
Alberto Cotto's Pershing Experience November 2003 - May 2010
Job Fund Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2010 - Present
Pershing November 2003 - May 2010
Skills
Corporate Actions, Bloomberg, Middle Office, Fixed Income, Equities, Back Office, Settlement, Bloomberg Terminal, Bonds, DTC
Education
St. Peter's College 2003 — 2008
Bachelors of Arts, Philosophy & History
BNY Mellon May 2010 - Present
Pershing November 2003 - May 2010
Skills
Corporate Actions, Bloomberg, Middle Office, Fixed Income, Equities, Back Office, Settlement, Bloomberg Terminal, Bonds, DTC
Education
St. Peter's College 2003 — 2008
Bachelors of Arts, Philosophy & History
Ingrid Sarnoff's Pershing Experience
Job Communications Manager at Pershing
Industry Financial Services
Experience
Pershing
Skills
Series 7, Series 24
Education
St. Peter's College
Bachelors of Science, Business Administration
Pershing
Skills
Series 7, Series 24
Education
St. Peter's College
Bachelors of Science, Business Administration
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