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
Stephanee McAhren Stephanee McAhren's Pershing Experience June 2010 - September 2013
Job Senior Analyst at Verizon
Industry Financial Services
Experience
Verizon October 2013 - Present
Pershing June 2010 - September 2013
Alpha Kappa Psi January 2009 - May 2009
Integrity Mortgage and Financial Services March 2006 - August 2007
Skills
Event Planning, Customer Service, Planning, Promotions, Marketing, Management, Business, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Sales, Time Management, Microsoft Word, Event Management, Spanish, Financial Analysis, Data Analysis, Outlook, Inventory Management, Marketing Strategy, Project Planning, Accounting, Advertising, Finance, Analysis, Process Improvement
Education
University of Florida 2009 — 2010
Masters of Arts, International Business
University of Florida 2005 — 2009
Bachelor of Science, Psychology, Business Administration
Verizon October 2013 - Present
Pershing June 2010 - September 2013
Alpha Kappa Psi January 2009 - May 2009
Integrity Mortgage and Financial Services March 2006 - August 2007
Skills
Event Planning, Customer Service, Planning, Promotions, Marketing, Management, Business, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Sales, Time Management, Microsoft Word, Event Management, Spanish, Financial Analysis, Data Analysis, Outlook, Inventory Management, Marketing Strategy, Project Planning, Accounting, Advertising, Finance, Analysis, Process Improvement
Education
University of Florida 2009 — 2010
Masters of Arts, International Business
University of Florida 2005 — 2009
Bachelor of Science, Psychology, Business Administration
Christopher Rallo Christopher Rallo's Pershing Experience June 2009 - August 2009
Job Executive Recruiter at Randstad Professionals (Formerly The Mergis Group)
Industry Staffing and Recruiting
Experience
Randstad July 2011 - Present
Lockheed Martin June 2010 - July 2011
Lockheed Martin February 2008 - April 2010
Pershing June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Education
University of Central Florida 2006 — 2010
B.S., Finance
Randstad July 2011 - Present
Lockheed Martin June 2010 - July 2011
Lockheed Martin February 2008 - April 2010
Pershing June 2009 - August 2009
Merrill Lynch June 2007 - August 2007
Education
University of Central Florida 2006 — 2010
B.S., Finance
Andrea Lynch, CTSM, CMP Andrea Lynch, CTSM, CMP's Pershing Experience August 2012 - Present
Job Sr. Events Manager at Pershing
Industry Financial Services
Experience
Pershing August 2012 - Present
SunGard Public Sector October 2008 - August 2012
Ann Taylor October 2007 - September 2008
GE Water & Process Technologies 2005 - 2007
Skills
Marketing Communications, Salesforce.com, Event Planning, Social Media, Budget Management, Promotions, Event Management, Vendor Relations, Budgets, Strategic Planning, Product Marketing, New Business Development, Advertising, Contract Negotiation, Lead Generation, Trade Shows, Sales Management, Microsoft Office, Marketing, Account Management, Marketing Strategy, Customer Service, Email Marketing, Strategic Partnerships, Social Media Marketing, Direct Marketing, CRM, Online Marketing, Public Relations, B2B Marketing, Sales, Product Management, Business Development, Strategy, Sales Process, Team Building, Digital Marketing, Competitive Analysis, Marketing Management, Sales Operations, Leadership, SaaS, Product Development, Sales Presentations
Education
Niagara College 2004 — 2005
Post-Graduate, Public Relations
University of Calgary 1995 — 1998
B.A., Sociology
Pershing August 2012 - Present
SunGard Public Sector October 2008 - August 2012
Ann Taylor October 2007 - September 2008
GE Water & Process Technologies 2005 - 2007
Skills
Marketing Communications, Salesforce.com, Event Planning, Social Media, Budget Management, Promotions, Event Management, Vendor Relations, Budgets, Strategic Planning, Product Marketing, New Business Development, Advertising, Contract Negotiation, Lead Generation, Trade Shows, Sales Management, Microsoft Office, Marketing, Account Management, Marketing Strategy, Customer Service, Email Marketing, Strategic Partnerships, Social Media Marketing, Direct Marketing, CRM, Online Marketing, Public Relations, B2B Marketing, Sales, Product Management, Business Development, Strategy, Sales Process, Team Building, Digital Marketing, Competitive Analysis, Marketing Management, Sales Operations, Leadership, SaaS, Product Development, Sales Presentations
Education
Niagara College 2004 — 2005
Post-Graduate, Public Relations
University of Calgary 1995 — 1998
B.A., Sociology
Daniel Fritz Daniel Fritz's Pershing Experience July 2010 - January 2014
Job Director, Product Management at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company February 2014 - Present
Pershing July 2010 - January 2014
PNC Global Investment Servicing February 2008 - July 2010
PNC Global Investment Servicing January 2006 - February 2008
PNC Global Investment Servicing October 2003 - December 2005
ADVISORport October 2002 - September 2003
ADVISORport August 2001 - October 2002
ADVISORport August 1999 - August 2001
Persimmon Capital Management, LP May 1999 - January 2000
Greycourt 1998 - 1999
Skills
Series 7, Series 24, Product Development, Product Management, Enterprise Software, Start-ups, Portfolio Management, Separately Managed..., Unified Managed Accounts, Key Client Relationships, Data Mining, Business Process Design, Software Development..., Business Strategy, Portfolio Accounting, Business Analysis, Mutual Funds, Business Intelligence, Program Management, Leadership, Management, Entrepreneurship, Executive Management, Financial Services, Process Improvement
Education
University of Pittsburgh 1995 — 1999
BS, Finance
Pershing, a BNY Mellon company February 2014 - Present
Pershing July 2010 - January 2014
PNC Global Investment Servicing February 2008 - July 2010
PNC Global Investment Servicing January 2006 - February 2008
PNC Global Investment Servicing October 2003 - December 2005
ADVISORport October 2002 - September 2003
ADVISORport August 2001 - October 2002
ADVISORport August 1999 - August 2001
Persimmon Capital Management, LP May 1999 - January 2000
Greycourt 1998 - 1999
Skills
Series 7, Series 24, Product Development, Product Management, Enterprise Software, Start-ups, Portfolio Management, Separately Managed..., Unified Managed Accounts, Key Client Relationships, Data Mining, Business Process Design, Software Development..., Business Strategy, Portfolio Accounting, Business Analysis, Mutual Funds, Business Intelligence, Program Management, Leadership, Management, Entrepreneurship, Executive Management, Financial Services, Process Improvement
Education
University of Pittsburgh 1995 — 1999
BS, Finance
Dana Mastropietro Dana Mastropietro's Pershing Experience June 2009 - December 2009
Job Credit Manager at GM Financial
Industry Financial Services
Experience
GM Financial July 2015 - Present
GM Financial - AmeriCredit January 2010 - May 2015
Pershing June 2009 - December 2009
CitiFinancial Auto September 2006 - February 2009
Fast Lane Promotions February 2002 - September 2006
Education
University of Central Florida - College of Business Administration 2001 — 2005
BS, Business Management
GM Financial July 2015 - Present
GM Financial - AmeriCredit January 2010 - May 2015
Pershing June 2009 - December 2009
CitiFinancial Auto September 2006 - February 2009
Fast Lane Promotions February 2002 - September 2006
Education
University of Central Florida - College of Business Administration 2001 — 2005
BS, Business Management
Lock Jacobs Lock Jacobs's Pershing Experience 2009 - 2009
Job Vice President of Sourcing at KRD Imports
Industry Apparel & Fashion
Experience
KRD Imports January 2013 - Present
Yelp 2012 - 2013
Bank of America Merrill Lynch 2011 - 2011
Arthur J. Gallagher & Co. 2010 - 2010
Pershing 2009 - 2009
Dewson Construction Company 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Investments, Social Media, Marketing Research, Entrepreneurship
Education
University of Alabama 2008 — 2012
Finance: Investment Management
The Tatnall School 2005 — 2008
KRD Imports January 2013 - Present
Yelp 2012 - 2013
Bank of America Merrill Lynch 2011 - 2011
Arthur J. Gallagher & Co. 2010 - 2010
Pershing 2009 - 2009
Dewson Construction Company 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Investments, Social Media, Marketing Research, Entrepreneurship
Education
University of Alabama 2008 — 2012
Finance: Investment Management
The Tatnall School 2005 — 2008
Ben Bertot's Pershing Experience 2010 - 2013
Job Vicepresident/coowner of Atwell Construction, Inc.
Industry Construction
Experience
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
Natasha Leon's Pershing Experience June 2011 - August 2011
Job Senior Fund Accountant at Kaufman Rossin Fund Services
Industry Financial Services
Experience
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2014 - Present
Kaufman Rossin Fund Services December 2012 - Present
The Walt Disney Company June 2012 - December 2012
Hillstone Restaurant Group June 2010 - May 2012
Pershing June 2011 - August 2011
ZETA TAU ALPHA January 2010 - January 2011
First Watch July 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Financial Analysis, Social Media, Event Planning, Microsoft Word, Customer Service, Outlook, Social Media Marketing, Insurance, Social Networking, Research, Marketing, Financial Modeling, Accounting, Event Management, Budgets, Investments, Khalix, SAP, Bloomberg, Business Objects, Financial Reporting, Finance, Forecasting, Fund Accounting, Auditing, Hedge Funds, Leadership, Mutual Funds, Recruiting, Sales, Time Management
Education
University of Central Florida 2008 — 2012
Bachelor of Science; Bachelor of Science, Business Administration - Finance; Business Administration - Marketing
St. Thomas Aquinas high school 2004 — 2008
High school diploma
Kaufman Rossin Fund Services June 2015 - Present
Kaufman Rossin Fund Services June 2014 - Present
Kaufman Rossin Fund Services December 2012 - Present
The Walt Disney Company June 2012 - December 2012
Hillstone Restaurant Group June 2010 - May 2012
Pershing June 2011 - August 2011
ZETA TAU ALPHA January 2010 - January 2011
First Watch July 2009 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Financial Analysis, Social Media, Event Planning, Microsoft Word, Customer Service, Outlook, Social Media Marketing, Insurance, Social Networking, Research, Marketing, Financial Modeling, Accounting, Event Management, Budgets, Investments, Khalix, SAP, Bloomberg, Business Objects, Financial Reporting, Finance, Forecasting, Fund Accounting, Auditing, Hedge Funds, Leadership, Mutual Funds, Recruiting, Sales, Time Management
Education
University of Central Florida 2008 — 2012
Bachelor of Science; Bachelor of Science, Business Administration - Finance; Business Administration - Marketing
St. Thomas Aquinas high school 2004 — 2008
High school diploma
Chris Glisson Chris Glisson's Pershing Experience February 2009 - April 2010
Job Securities Lending Operations at Pershing, a BNY Mellon company
Industry Financial Services
Experience
BNY Mellon February 2014 - Present
Pershing, a BNY Mellon company April 2010 - February 2014
Pershing February 2009 - April 2010
Starmer Ranaldi Inc. January 2009 - February 2010
University of Central Florida June 2008 - December 2008
Ameriprise Financial February 2008 - June 2008
University of Central Florida Athletics Association January 2007 - April 2007
Walt Disney World November 2005 - February 2006
The UPS Store May 2002 - September 2002
Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, General
BNY Mellon February 2014 - Present
Pershing, a BNY Mellon company April 2010 - February 2014
Pershing February 2009 - April 2010
Starmer Ranaldi Inc. January 2009 - February 2010
University of Central Florida June 2008 - December 2008
Ameriprise Financial February 2008 - June 2008
University of Central Florida Athletics Association January 2007 - April 2007
Walt Disney World November 2005 - February 2006
The UPS Store May 2002 - September 2002
Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Joanne Hartung Joanne Hartung's Pershing Experience January 1988 - April 1994
Job V.P. Product Development at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
Envestnet Asset Management April 2010 - Present
FundQuest January 2009 - January 2011
FundQuest January 2008 - January 2009
FundQuest January 2002 - January 2008
FundQuest April 1998 - January 2002
The Marshall Plan- Investment Management Firm April 1994 - April 1998
Pershing January 1988 - April 1994
Boston Stock Exchange September 1987 - January 1988
Education
University of Maine 1983 — 1987
BS, Marketing/Management
William McRoberts William McRoberts's Pershing Experience 1999 - 2007
Job Senior Software Development Engineer at GroupMe
Industry Wireless
Experience
GroupMe July 2011 - Present
CommonDesk December 2008 - June 2011
Vettro 2007 - November 2008
Pershing 1999 - 2007
Deutsche Bank 1997 - 1999
Johnson & Higgins 1992 - 1999
Automatech, Princeton, NJ 1989 - 1992
DRG International 1986 - 1989
Skills
Windows Phone, Windows 8, Windows Azure, Xamarin, GroupMe
Education
Union College 1982 — 1986
BSEE, Electrical Engineering, Russian, International Trade
Niskayuna High School 1977 — 1982
GroupMe July 2011 - Present
CommonDesk December 2008 - June 2011
Vettro 2007 - November 2008
Pershing 1999 - 2007
Deutsche Bank 1997 - 1999
Johnson & Higgins 1992 - 1999
Automatech, Princeton, NJ 1989 - 1992
DRG International 1986 - 1989
Skills
Windows Phone, Windows 8, Windows Azure, Xamarin, GroupMe
Education
Union College 1982 — 1986
BSEE, Electrical Engineering, Russian, International Trade
Niskayuna High School 1977 — 1982
Charlie Binder's Pershing Experience June 2008 - August 2008
Job Project Engineer at Island International Interior Fabricators
Industry Information Technology and Services
Experience
Island International Interior Fabricators March 2013 - Present
ESPN July 2012 - March 2013
COMPAID January 2011 - April 2012
Pershing June 2008 - August 2008
Skills
MS Project, Quality Center, Testing, Quality Assurance, Analysis, Test Planning, Microsoft Excel, Visio, SharePoint, Databases, Structural Analysis, Structural Engineering, MathCAD, AutoCAD, Revit, STAAD-Pro, Construction Drawings, Construction Management, Project Management, Microsoft Office, Excel, Healthcare IT
Education
University of Delaware 2008 — 2012
Bachelors of Civil Engineering, Structural Engineering
Island International Interior Fabricators March 2013 - Present
ESPN July 2012 - March 2013
COMPAID January 2011 - April 2012
Pershing June 2008 - August 2008
Skills
MS Project, Quality Center, Testing, Quality Assurance, Analysis, Test Planning, Microsoft Excel, Visio, SharePoint, Databases, Structural Analysis, Structural Engineering, MathCAD, AutoCAD, Revit, STAAD-Pro, Construction Drawings, Construction Management, Project Management, Microsoft Office, Excel, Healthcare IT
Education
University of Delaware 2008 — 2012
Bachelors of Civil Engineering, Structural Engineering
Kip McClanahan's Pershing Experience September 2014 - Present
Job General Partner at Silverton Partners
Industry Venture Capital & Private Equity
Experience
Silverton Partners May 2009 - Present
Pershing September 2014 - Present
SpareFoot 2009 - Present
WP Engine 2009 - Present
KLRU-TV 2009 - Present
3Com 2005 - 2006
TippingPoint 2003 - 2005
Motive 2003 - 2004
BroadJump 1998 - 2002
NetSpeed 1996 - 1998
Skills
Entrepreneurship, Enterprise Software, Go-to-market Strategy, Venture Capital, Start-ups, SaaS, Cloud Computing, Business Strategy, Sarcasm, Not Suffering Fools, Yelling
Education
The University of Texas at Austin 1988 — 1991
BSEE, Electrical Engineering
The University of Texas at Austin
Bachelor's degree, Electrical and Electronics Engineering
Silverton Partners May 2009 - Present
Pershing September 2014 - Present
SpareFoot 2009 - Present
WP Engine 2009 - Present
KLRU-TV 2009 - Present
3Com 2005 - 2006
TippingPoint 2003 - 2005
Motive 2003 - 2004
BroadJump 1998 - 2002
NetSpeed 1996 - 1998
Skills
Entrepreneurship, Enterprise Software, Go-to-market Strategy, Venture Capital, Start-ups, SaaS, Cloud Computing, Business Strategy, Sarcasm, Not Suffering Fools, Yelling
Education
The University of Texas at Austin 1988 — 1991
BSEE, Electrical Engineering
The University of Texas at Austin
Bachelor's degree, Electrical and Electronics Engineering
Kristen Resch Kristen Resch's Pershing Experience August 2000 - June 2011
Job Vice President, ADR Conversions at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
Pershing August 2000 - June 2011
Skills
Equities, Series 24, Fixed Income, Series 7, Management, Securities, Series 63, Bloomberg, Equity Trading, Options, FINRA, Financial Markets, ETFs, Bonds, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Alternative Investments, Trading
Education
Saint Peter's College 2001 — 2003
MBA, Management
University of Scranton 1995 — 1999
B.S., Finace, Operations Mgnt, Spanish
BNY Mellon July 2011 - Present
Pershing August 2000 - June 2011
Skills
Equities, Series 24, Fixed Income, Series 7, Management, Securities, Series 63, Bloomberg, Equity Trading, Options, FINRA, Financial Markets, ETFs, Bonds, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Alternative Investments, Trading
Education
Saint Peter's College 2001 — 2003
MBA, Management
University of Scranton 1995 — 1999
B.S., Finace, Operations Mgnt, Spanish
Scott Olshewitz Scott Olshewitz's Pershing Experience May 2004 - February 2007
Job Product Manager ETF/Index Services at Interactive Data
Industry Investment Management
Experience
Interactive Data March 2011 - Present
Progressive Asset Management March 2010 - March 2011
Citi Hedge Fund Services February 2007 - December 2009
Pershing May 2004 - February 2007
Skills
Hedge Funds, Mutual Funds, Financial Services, Investments, Portfolio Management, ETFs, Securities, Fixed Income, Equities, Bloomberg, Financial Markets, Investment Strategies, Financial Analysis, Corporate Actions, Trading
Education
University of Delaware
BS, Political Science
Interactive Data March 2011 - Present
Progressive Asset Management March 2010 - March 2011
Citi Hedge Fund Services February 2007 - December 2009
Pershing May 2004 - February 2007
Skills
Hedge Funds, Mutual Funds, Financial Services, Investments, Portfolio Management, ETFs, Securities, Fixed Income, Equities, Bloomberg, Financial Markets, Investment Strategies, Financial Analysis, Corporate Actions, Trading
Education
University of Delaware
BS, Political Science
Ed Marcinek Ed Marcinek's Pershing Experience August 2005 - February 2006
Job Operations Trading Specialist Sr. Associate
Industry Financial Services
Experience
State Street 2014 - Present
Wolters Kluwer August 2014 - September 2014
BNY Mellon September 2011 - August 2014
Bank of New York Mellon September 2008 - September 2011
Merrill Lynch February 2006 - October 2008
Pershing August 2005 - February 2006
Pershing August 2000 - August 2005
Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Business Management
State Street 2014 - Present
Wolters Kluwer August 2014 - September 2014
BNY Mellon September 2011 - August 2014
Bank of New York Mellon September 2008 - September 2011
Merrill Lynch February 2006 - October 2008
Pershing August 2005 - February 2006
Pershing August 2000 - August 2005
Skills
Financial Services, Bloomberg, Equities, Fixed Income, Corporate Actions, Asset Management, Capital Markets, Bonds, Settlement, Wealth Management, Banking, Risk Management, Operational Risk, Securities
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Business Management
Ed McCloskey Ed McCloskey's Pershing Experience January 1996 - July 2002
Job Senior Consultant at Citi
Industry Financial Services
Experience
Citi September 2009 - Present
Thetica Systems June 2009 - Present
ExecTech Consulting, Inc. June 1995 - Present
Barclays Capital 2006 - 2008
Equity One / Popular Financial Services August 2002 - June 2005
Pershing January 1996 - July 2002
Bear Stearns May 2000 - June 2002
Merrill Lynch 1991 - 1996
Amalgamated Life Insurance 1986 - 1989
Andersen Consulting (now Accenture) 1977 - 1983
Skills
Microsoft SQL Server, SQL, Databases, Business Analysis, Data Warehousing, Visual Basic, Data Modeling, Oracle, Database Design, Access, ETL, Risk Management, Program Management, T-SQL, Sybase, UML, Project Management, ASP.NET, Derivatives, DB2, Banking, Business Continuity, Crystal Reports, Data Architecture, IT Strategy, SDLC, Software Design, Software Development, Testing
Education
University of Kentucky 1975 — 1976
MBA, Business
University of Delaware 1967 — 1972
BEE, Electrical engineering, Computer science
Citi September 2009 - Present
Thetica Systems June 2009 - Present
ExecTech Consulting, Inc. June 1995 - Present
Barclays Capital 2006 - 2008
Equity One / Popular Financial Services August 2002 - June 2005
Pershing January 1996 - July 2002
Bear Stearns May 2000 - June 2002
Merrill Lynch 1991 - 1996
Amalgamated Life Insurance 1986 - 1989
Andersen Consulting (now Accenture) 1977 - 1983
Skills
Microsoft SQL Server, SQL, Databases, Business Analysis, Data Warehousing, Visual Basic, Data Modeling, Oracle, Database Design, Access, ETL, Risk Management, Program Management, T-SQL, Sybase, UML, Project Management, ASP.NET, Derivatives, DB2, Banking, Business Continuity, Crystal Reports, Data Architecture, IT Strategy, SDLC, Software Design, Software Development, Testing
Education
University of Kentucky 1975 — 1976
MBA, Business
University of Delaware 1967 — 1972
BEE, Electrical engineering, Computer science
Volney Stefflre Volney Stefflre's Pershing Experience June 2008 - December 2008
Job Knowledgent
Industry Hospital & Health Care
Experience
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
Nicole Sheehan's Pershing Experience August 2007 - September 2010
Job Advertising Review Compliance Analyst
Industry Financial Services
Experience
NPC of America January 2012 - April 2015
J.P. Morgan August 2011 - December 2011
Pershing August 2007 - September 2010
International Assets Advisory March 2007 - July 2007
Digital Assurance Certification February 2005 - December 2006
Charles Schwab March 1999 - September 2004
The Money Store March 1992 - July 1998
Skills
Series 7, Financial Services, Investments, Leadership, Due Diligence, Series 63, Series 24, Series 53, Trade Compliance, Document Review, Securities, Trading, Broker-Dealer, Client Relations, Client Services, Strategic Planning, Investment Advisory, CRM, Customer Service, Finance, Retirement Planning, Analysis, Portfolio Management, FINRA, Mutual Funds, Bloomberg, Wealth Management, Management, Financial Advisory, Banking, Marketing, Asset Management
Education
Fred C. Beyer High School 1983 — 1987
Diploma
University of Central Florida
Completed certificate, CFP- Risk Management and Insurance
NPC of America January 2012 - April 2015
J.P. Morgan August 2011 - December 2011
Pershing August 2007 - September 2010
International Assets Advisory March 2007 - July 2007
Digital Assurance Certification February 2005 - December 2006
Charles Schwab March 1999 - September 2004
The Money Store March 1992 - July 1998
Skills
Series 7, Financial Services, Investments, Leadership, Due Diligence, Series 63, Series 24, Series 53, Trade Compliance, Document Review, Securities, Trading, Broker-Dealer, Client Relations, Client Services, Strategic Planning, Investment Advisory, CRM, Customer Service, Finance, Retirement Planning, Analysis, Portfolio Management, FINRA, Mutual Funds, Bloomberg, Wealth Management, Management, Financial Advisory, Banking, Marketing, Asset Management
Education
Fred C. Beyer High School 1983 — 1987
Diploma
University of Central Florida
Completed certificate, CFP- Risk Management and Insurance
Jennifer Douglass Jennifer Douglass's Pershing Experience June 2011 - August 2011
Job Project Coordinator at Intellisphere, LLC
Industry Events Services
Experience
Intellisphere, LLC February 2015 - Present
Intellisphere June 2014 - September 2014
University of Massachusetts Amherst September 2011 - April 2014
Intellisphere- The American Journal of Managed Care May 2013 - August 2013
Gold's Gym August 2008 - January 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Pershing June 2011 - August 2011
The Pavilions at Forrestal May 2009 - June 2010
Skills
Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Sports, Social Media, Customer Service, Time Management, Social Networking, Fundraising, Teamwork, Facebook, Research, Press Releases, Retail, Sales, Event Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Hospitality and Tourism Management
Intellisphere, LLC February 2015 - Present
Intellisphere June 2014 - September 2014
University of Massachusetts Amherst September 2011 - April 2014
Intellisphere- The American Journal of Managed Care May 2013 - August 2013
Gold's Gym August 2008 - January 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Pershing June 2011 - August 2011
The Pavilions at Forrestal May 2009 - June 2010
Skills
Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Sports, Social Media, Customer Service, Time Management, Social Networking, Fundraising, Teamwork, Facebook, Research, Press Releases, Retail, Sales, Event Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Hospitality and Tourism Management
Adam Roosevelt Adam Roosevelt's Pershing Experience September 2010 - April 2014
Job Relationship Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company May 2014 - Present
Pershing September 2010 - April 2014
AXA Equitable July 2008 - September 2010
The Hartford / PLANCO Financial Services 2002 - 2008
Education
University of Delaware 1995 — 2000
BS, History
Pershing, a BNY Mellon company May 2014 - Present
Pershing September 2010 - April 2014
AXA Equitable July 2008 - September 2010
The Hartford / PLANCO Financial Services 2002 - 2008
Education
University of Delaware 1995 — 2000
BS, History
Drew Danish's Pershing Experience January 2006 - August 2006
Job Vice President at Société Générale
Industry Financial Services
Experience
Société Générale May 2015 - Present
JPMorgan Chase July 2009 - April 2015
FXDD August 2007 - July 2009
FXDD August 2006 - July 2007
Pershing January 2006 - August 2006
Skills
Market Making, Risk Management, Trading, Electronic Trading, Proprietary Trading, Foreign Exchange, Traders, Trading Systems, Currency, Mutual Funds, FX Options, Derivatives, Options, Fixed Income, Equities
Education
University at Albany, SUNY 2001 — 2005
B.A., Economics, Political Science
Société Générale May 2015 - Present
JPMorgan Chase July 2009 - April 2015
FXDD August 2007 - July 2009
FXDD August 2006 - July 2007
Pershing January 2006 - August 2006
Skills
Market Making, Risk Management, Trading, Electronic Trading, Proprietary Trading, Foreign Exchange, Traders, Trading Systems, Currency, Mutual Funds, FX Options, Derivatives, Options, Fixed Income, Equities
Education
University at Albany, SUNY 2001 — 2005
B.A., Economics, Political Science
Zachary Zeman Zachary Zeman's Pershing Experience June 2014 - August 2014
Job Finance
Industry Financial Services
Experience
Fit Body Boot Camp September 2013 - Present
Pershing, a BNY Mellon company August 2015 - August 2015
Maximo Nivel May 2015 - June 2015
Pershing June 2014 - August 2014
Junior Achievement of Central Florida January 2014 - May 2014
Mead Botanical Garden (Formerly Friends of Mead Botanical Garden) February 2013 - April 2013
Second Harvest Food Bank January 2013 - January 2013
Swim America Swim School August 2009 - August 2010
Skills
Sports Coaching, Cpr Certified, Sports Management, Stress Management, Physical Therapy, Soccer, Baseball, Strength Training, Sports Marketing, Public Speaking, Dance, Functional Training, Microsoft Office, Leadership, Marketing, Social Networking, Microsoft Excel, Strategic Planning
Education
University of Central Florida 2012 — 2014
Bachelor of Science (BS), Finance, General
UNF
Finance, Banking, Corporate, Finance, and Securities Law
Fit Body Boot Camp September 2013 - Present
Pershing, a BNY Mellon company August 2015 - August 2015
Maximo Nivel May 2015 - June 2015
Pershing June 2014 - August 2014
Junior Achievement of Central Florida January 2014 - May 2014
Mead Botanical Garden (Formerly Friends of Mead Botanical Garden) February 2013 - April 2013
Second Harvest Food Bank January 2013 - January 2013
Swim America Swim School August 2009 - August 2010
Skills
Sports Coaching, Cpr Certified, Sports Management, Stress Management, Physical Therapy, Soccer, Baseball, Strength Training, Sports Marketing, Public Speaking, Dance, Functional Training, Microsoft Office, Leadership, Marketing, Social Networking, Microsoft Excel, Strategic Planning
Education
University of Central Florida 2012 — 2014
Bachelor of Science (BS), Finance, General
UNF
Finance, Banking, Corporate, Finance, and Securities Law
John Bonema's Pershing Experience June 2009 - August 2009
Job Contract Administrator at Hexcel Corporation
Industry Airlines/Aviation
Experience
Hexcel Corporation July 2012 - Present
Lockheed Martin - Space Systems Company February 2011 - June 2012
Lockheed Martin - Missiles and Fire Control September 2009 - December 2010
Pershing June 2009 - August 2009
Skills
Earned Value Management, Process Improvement, Program Management, Proposal Support, FAR, Government Contracting, Security Clearance, Pricing Analysis, Contract Management, Procurement, DoD, Risk Management, Aerospace, Government Procurement, SAP, Project Management, Contract Negotiation, Long Term Agreements, Leverage, Subcontracts Management, Defense Contracting, Supply Chain Management, SAP ERP, Supply Chain, Microsoft Excel, Financial Analysis, Materials Management, ITAR, Government Proposals, Supply Management, Logistics, Defense, Operations Management, Finance, Federal Government, Outlook
Education
University of Central Florida 2007 — 2010
BS, Finance
Hexcel Corporation July 2012 - Present
Lockheed Martin - Space Systems Company February 2011 - June 2012
Lockheed Martin - Missiles and Fire Control September 2009 - December 2010
Pershing June 2009 - August 2009
Skills
Earned Value Management, Process Improvement, Program Management, Proposal Support, FAR, Government Contracting, Security Clearance, Pricing Analysis, Contract Management, Procurement, DoD, Risk Management, Aerospace, Government Procurement, SAP, Project Management, Contract Negotiation, Long Term Agreements, Leverage, Subcontracts Management, Defense Contracting, Supply Chain Management, SAP ERP, Supply Chain, Microsoft Excel, Financial Analysis, Materials Management, ITAR, Government Proposals, Supply Management, Logistics, Defense, Operations Management, Finance, Federal Government, Outlook
Education
University of Central Florida 2007 — 2010
BS, Finance
Jeff Hodge Jeff Hodge's Pershing Experience June 2011 - Present
Job Assistant Vice President Pershing LLC
Industry Financial Services
Experience
Pershing June 2011 - Present
Pershing September 2008 - June 2011
SunTrust Bank January 2008 - September 2008
Edward Jones January 2007 - November 2007
Skills
Series 7, Series 63, Business Transformation, Project Management, PMP, Yellow Belt, Manage Client..., Solution Implementation, Securities, Prime Brokerage, Bloomberg, Financial Institutions, DTC, Fixed Income, Equities, Customer Service, Wealth Management, Insurance, Retirement Planning, Investments, Pricing, Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Process Improvement
Education
University of Iowa
Pershing June 2011 - Present
Pershing September 2008 - June 2011
SunTrust Bank January 2008 - September 2008
Edward Jones January 2007 - November 2007
Skills
Series 7, Series 63, Business Transformation, Project Management, PMP, Yellow Belt, Manage Client..., Solution Implementation, Securities, Prime Brokerage, Bloomberg, Financial Institutions, DTC, Fixed Income, Equities, Customer Service, Wealth Management, Insurance, Retirement Planning, Investments, Pricing, Financial Analysis, Mutual Funds, Strategic Financial..., Financial Modeling, Process Improvement
Education
University of Iowa
Tracy Faigle Tracy Faigle's Pershing Experience December 2006 - January 2008
Job Office/Payroll Manager at Metro Corral Partners Inc
Industry Accounting
Experience
Metro Corral Partners Inc January 2008 - Present
Pershing December 2006 - January 2008
Skills
Finance, Payroll, Administrative..., Benefits Administration, ADP Payroll, Spreadsheets, Microsoft Office, Accounting, Accounts Receivable, Financial Accounting, Financial Reporting, Outlook
Education
University of Central Florida 2004 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Metro Corral Partners Inc January 2008 - Present
Pershing December 2006 - January 2008
Skills
Finance, Payroll, Administrative..., Benefits Administration, ADP Payroll, Spreadsheets, Microsoft Office, Accounting, Accounts Receivable, Financial Accounting, Financial Reporting, Outlook
Education
University of Central Florida 2004 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Ron Suber Ron Suber's Pershing Experience June 1986 - June 1991
Job President at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Jeffrey Kiley Jeffrey Kiley's Pershing Experience 2003 - 2006
Job Senior Institutional Sales Executive at Fiserv Investment Services
Industry Capital Markets
Experience
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Anthony Bramante Anthony Bramante's Pershing Experience June 2009 - August 2009
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley July 2010 - July 2012
Pershing June 2009 - August 2009
Skills
Finance, Investor Relations, Management, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2008 — 2008
Morgan Stanley August 2012 - Present
Morgan Stanley July 2010 - July 2012
Pershing June 2009 - August 2009
Skills
Finance, Investor Relations, Management, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
University of Melbourne 2008 — 2008
Benjamin Maisano Benjamin Maisano's Pershing Experience September 2010 - April 2011
Job CTO at CareDox
Industry Health, Wellness and Fitness
Experience
CareDox June 2014 - Present
Mendham Investment Group June 2011 - Present
Bottomline Technologies April 2014 - June 2014
Andera October 2011 - April 2014
oFlows Incorporated April 2011 - October 2011
Pershing September 2010 - April 2011
UnitedHealth Group February 2010 - September 2010
UnitedHealth Group April 2007 - February 2010
UnitedHealth Group June 2004 - April 2007
University Information Technology Services September 2000 - May 2004
Skills
SDLC, Web Applications, Web Development, SQL, Web Services, Software Engineering, Java, Enterprise Software, Agile Methodologies, JavaScript, XML, Unix Shell Scripting, Technical Staff..., Technical Product..., HTML 5, CSS, Scrum, Testing, SaaS, Management, Architecture, Perl, General Awesomeness, Enterprise Architecture, MySQL, New Relic, Software Quality..., bootstrap, IT Strategy, Ruby, DevOps, Ruby on Rails, Nginx, Github, Database Modeling, Node.js, MongoDB, Amazon Web Services..., Software Project..., Mobile Applications, JSF, Hibernate, Servlets, Application Performance..., angularjs, Cloud Computing, Chef, Selenium, Automated Software..., ElasticSearch
Education
University of Connecticut 2000 — 2004
Bachelor of Science, Business Administration; Management and Information Systems
Norwalk High
University of Fairfield
Masters, Computer Science, Software Engineering
CareDox June 2014 - Present
Mendham Investment Group June 2011 - Present
Bottomline Technologies April 2014 - June 2014
Andera October 2011 - April 2014
oFlows Incorporated April 2011 - October 2011
Pershing September 2010 - April 2011
UnitedHealth Group February 2010 - September 2010
UnitedHealth Group April 2007 - February 2010
UnitedHealth Group June 2004 - April 2007
University Information Technology Services September 2000 - May 2004
Skills
SDLC, Web Applications, Web Development, SQL, Web Services, Software Engineering, Java, Enterprise Software, Agile Methodologies, JavaScript, XML, Unix Shell Scripting, Technical Staff..., Technical Product..., HTML 5, CSS, Scrum, Testing, SaaS, Management, Architecture, Perl, General Awesomeness, Enterprise Architecture, MySQL, New Relic, Software Quality..., bootstrap, IT Strategy, Ruby, DevOps, Ruby on Rails, Nginx, Github, Database Modeling, Node.js, MongoDB, Amazon Web Services..., Software Project..., Mobile Applications, JSF, Hibernate, Servlets, Application Performance..., angularjs, Cloud Computing, Chef, Selenium, Automated Software..., ElasticSearch
Education
University of Connecticut 2000 — 2004
Bachelor of Science, Business Administration; Management and Information Systems
Norwalk High
University of Fairfield
Masters, Computer Science, Software Engineering
Dennis Kehne's Pershing Experience 1985 - 2002
Job Mortgage loan officer at TD Bank
Industry Banking
Experience
TD Bank 2008 - Present
Commerce Bank 2004 - 2008
Pershing 1985 - 2002
Skills
Mortgage Lending, Loans, Credit, Refinance, Banking, Residential Mortgages, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Mortgage Marketing, Investment Properties, Home Equity Lines of...
Education
University of Notre Dame
TD Bank 2008 - Present
Commerce Bank 2004 - 2008
Pershing 1985 - 2002
Skills
Mortgage Lending, Loans, Credit, Refinance, Banking, Residential Mortgages, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Mortgage Marketing, Investment Properties, Home Equity Lines of...
Education
University of Notre Dame
Vanessa Solly Vanessa Solly's Pershing Experience 2010 - 2010
Job Studio Workflow Manager at White & Case LLP
Industry Marketing and Advertising
Experience
White & Case LLP May 2015 - Present
White & Case LLP 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
The Junior League of the City of New York 2004 - 2011
Pershing 2010 - 2010
First American Title 2007 - 2008
the Topps Company 2004 - 2007
T-Mobile 2001 - 2004
Skills
Advertising, Social Media, Facebook, Marketing Communications, Marketing Strategy, Marketing Budget, Budget Process, Timelines, Business Process, Proposal Writing, Product Development, Project Management, Integrated Marketing, Creative Strategy, Digital Marketing, Sales, Strategy
Education
University of Arizona 1997 — 2001
BA, Journalism
University of Arizona 1997 — 2001
Bachelor's degree, Journalism
White & Case LLP May 2015 - Present
White & Case LLP 2013 - Present
Morgan Stanley Wealth Management 2010 - 2013
The Junior League of the City of New York 2004 - 2011
Pershing 2010 - 2010
First American Title 2007 - 2008
the Topps Company 2004 - 2007
T-Mobile 2001 - 2004
Skills
Advertising, Social Media, Facebook, Marketing Communications, Marketing Strategy, Marketing Budget, Budget Process, Timelines, Business Process, Proposal Writing, Product Development, Project Management, Integrated Marketing, Creative Strategy, Digital Marketing, Sales, Strategy
Education
University of Arizona 1997 — 2001
BA, Journalism
University of Arizona 1997 — 2001
Bachelor's degree, Journalism
Shawn Foley's Pershing Experience 1998 - 2000
Job Trading Floor Operations Manager at GFI Group
Industry Financial Services
Experience
GFI Group August 2004 - Present
Lehman Brothers January 2001 - August 2004
Pershing 1998 - 2000
Bell Industries 1997 - 1998
Skills
Risk Management, Asset Management, Trading Systems, Capital Markets, Fixed Income, Bloomberg, Trading, Equities, Financial Services, Hedge Funds, Business Analysis, Portfolio Management, Bonds, Derivatives, Options, Vendor Management, SDLC, Financial Markets, Project Management, Investment Banking, Electronic Trading, Securities, Series 7, Financial Risk, Investments, IT Strategy
Education
University of Richmond 1994 — 1998
Economics, Business Administration
Ramapo High School 1990 — 1993
GFI Group August 2004 - Present
Lehman Brothers January 2001 - August 2004
Pershing 1998 - 2000
Bell Industries 1997 - 1998
Skills
Risk Management, Asset Management, Trading Systems, Capital Markets, Fixed Income, Bloomberg, Trading, Equities, Financial Services, Hedge Funds, Business Analysis, Portfolio Management, Bonds, Derivatives, Options, Vendor Management, SDLC, Financial Markets, Project Management, Investment Banking, Electronic Trading, Securities, Series 7, Financial Risk, Investments, IT Strategy
Education
University of Richmond 1994 — 1998
Economics, Business Administration
Ramapo High School 1990 — 1993
Kuno Spies's Pershing Experience August 1985 - December 2002
Job Superintendent at MBF, Inc.
Industry Events Services
Experience
MB-F, Inc. August 1985 - Present
American Kennel Club 2003 - 2007
Pershing August 1985 - December 2002
Advanced Brokerage Concepts / Pershing 1985 - 2001
Skills
Trade Shows, Training, Social Networking, Sales, Team Building, Event Planning, Public Relations, Blogging, Retail, New Business Development, Contract Negotiation, Research, Project Management, Community Outreach, Account Management, Microsoft Word, Facebook, Adobe Creative Suite, Photoshop, Digital Photography, Public Speaking, Coaching, Marketing Communications, Photography, Pets, Dogs, Graphic Design, InDesign, Market Planning, Customer Service, Microsoft Office, Non-profits, Marketing Strategy, Event Management, Social Media
Education
University of Miami
MB-F, Inc. August 1985 - Present
American Kennel Club 2003 - 2007
Pershing August 1985 - December 2002
Advanced Brokerage Concepts / Pershing 1985 - 2001
Skills
Trade Shows, Training, Social Networking, Sales, Team Building, Event Planning, Public Relations, Blogging, Retail, New Business Development, Contract Negotiation, Research, Project Management, Community Outreach, Account Management, Microsoft Word, Facebook, Adobe Creative Suite, Photoshop, Digital Photography, Public Speaking, Coaching, Marketing Communications, Photography, Pets, Dogs, Graphic Design, InDesign, Market Planning, Customer Service, Microsoft Office, Non-profits, Marketing Strategy, Event Management, Social Media
Education
University of Miami
David Eddy's Pershing Experience June 2010 - October 2012
Job Sr. Business Analyst, Digital Business Group at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
Anthony Caldiero's Pershing Experience 2001 - 2005
Job Teacher of English
Industry Higher Education
Experience
Clark Board of Education September 2009 - Present
Schering-Plough 2009 - 2010
Goldman Sachs 2007 - 2009
Schering Plough 2007 - 2007
RightAnswers 2006 - 2007
Johnson & Johnson November 2005 - July 2006
Merck 2005 - 2005
Pershing 2001 - 2005
TD Waterhouse August 1999 - February 2001
Keane November 1997 - August 1999
Skills
Program Management, SharePoint, Management, Project Management, Strategy, Technical Writing, Business Analysis, Consulting, Process Improvement, Leadership, SDLC, Software Documentation, Training, Vendor Management, IT Strategy, Marketing, Risk Management, Strategic Planning
Education
Saint John's University 1989 — 1994
University of Scranton
Master's Degree, Educational Administration and Supervision
Clark Board of Education September 2009 - Present
Schering-Plough 2009 - 2010
Goldman Sachs 2007 - 2009
Schering Plough 2007 - 2007
RightAnswers 2006 - 2007
Johnson & Johnson November 2005 - July 2006
Merck 2005 - 2005
Pershing 2001 - 2005
TD Waterhouse August 1999 - February 2001
Keane November 1997 - August 1999
Skills
Program Management, SharePoint, Management, Project Management, Strategy, Technical Writing, Business Analysis, Consulting, Process Improvement, Leadership, SDLC, Software Documentation, Training, Vendor Management, IT Strategy, Marketing, Risk Management, Strategic Planning
Education
Saint John's University 1989 — 1994
University of Scranton
Master's Degree, Educational Administration and Supervision
William B. Gerard, CFP®, ACC's Pershing Experience April 2011 - June 2012
Job Practice Management Consultant at Merrill Lynch, Certified Coach
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Merrill Lynch June 2012 - Present
Pershing April 2011 - June 2012
Citi Personal Wealth Management June 2005 - April 2011
Citi Smith Barney March 2004 - June 2005
Charles Schwab January 2002 - March 2004
VanBuren Securities January 1997 - January 2002
Charles Schwab January 1990 - January 1997
Skills
Associate Certified..., Certified Financial..., Series 24, DISC, Team Performance, Sales Trainings, Wealth Management
Education
University of California, Davis 1985 — 1989
Bachelor of Science, Managerial Economics
Richard G. Mcginty's Pershing Experience 1996 - 1999
Job Director at MetLife
Industry Insurance
Experience
MetLife September 1998 - Present
Metropolitan Life Insurance Company 1998 - Present
Pershing 1996 - 1999
Coopers & Lybrand 1994 - 1997
Skills
Strategy, Vendor Management, Leadership, IT Strategy, SDLC, VMware, Financial Services, Information Technology, Business Process, Program Management, Business Analysis, Enterprise Software, Management, Risk Management, Troubleshooting, Disaster Recovery, Project Management, Process Improvement, Business Process..., Management Consulting, CRM, IT Management, Outsourcing, Project Portfolio..., Enterprise Architecture, PMO, Integration, PMP, Governance, ITIL, IT Service Management, Business Transformation, Cloud Computing, Business Intelligence, Professional Services, Data Center, Solution Architecture, Team Leadership, B2B
Education
University of Phoenix 2008 — 2009
MBA, Global Management
CW POST COLLEGE 1983 — 1989
BA, Finance
MetLife September 1998 - Present
Metropolitan Life Insurance Company 1998 - Present
Pershing 1996 - 1999
Coopers & Lybrand 1994 - 1997
Skills
Strategy, Vendor Management, Leadership, IT Strategy, SDLC, VMware, Financial Services, Information Technology, Business Process, Program Management, Business Analysis, Enterprise Software, Management, Risk Management, Troubleshooting, Disaster Recovery, Project Management, Process Improvement, Business Process..., Management Consulting, CRM, IT Management, Outsourcing, Project Portfolio..., Enterprise Architecture, PMO, Integration, PMP, Governance, ITIL, IT Service Management, Business Transformation, Cloud Computing, Business Intelligence, Professional Services, Data Center, Solution Architecture, Team Leadership, B2B
Education
University of Phoenix 2008 — 2009
MBA, Global Management
CW POST COLLEGE 1983 — 1989
BA, Finance
Alan Ware's Pershing Experience September 2004 - February 2006
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
Aware Consultancy October 2008 - August 2011
EMC Consulting March 2006 - September 2008
Pershing September 2004 - February 2006
DSTi June 1995 - June 2004
State Street Bank April 1990 - June 1995
Skills
Business Analysis, Data Warehousing, SQL, Unix, Quality Assurance, Financial Services, Trading Systems, Fixed Income, Requirements Gathering, Equities, Asset Managment, Asset Management, Business Requirements, Risk Management, Software Project..., User Acceptance Testing
Education
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science, Business Administration
State Street Bank August 2011 - Present
Aware Consultancy October 2008 - August 2011
EMC Consulting March 2006 - September 2008
Pershing September 2004 - February 2006
DSTi June 1995 - June 2004
State Street Bank April 1990 - June 1995
Skills
Business Analysis, Data Warehousing, SQL, Unix, Quality Assurance, Financial Services, Trading Systems, Fixed Income, Requirements Gathering, Equities, Asset Managment, Asset Management, Business Requirements, Risk Management, Software Project..., User Acceptance Testing
Education
University of Massachusetts Dartmouth 1984 — 1988
Bachelor of Science, Business Administration
Renee Lennon's Pershing Experience October 2003 - April 2005
Job Relationship Management / Project Management / Leadership Development
Industry Financial Services
Experience
Howard Community College September 2008 - December 2009
Fidelity Investments, National Financial January 2006 - July 2007
Fidelity Investments, National Financial August 2005 - June 2006
Pershing October 2003 - April 2005
Fidelity Investments, National Financial December 1998 - January 2003
Fidelity Investments, National Financial December 1997 - December 1998
Fidelity Investments, National Financial September 1996 - December 1997
First Maryland Bancorp June 1992 - May 1996
Skills
Project Planning, Relationship Management, Series 7, Talent Management, Series 63, Portfolio Management, Strategy, Financial Services, Securities, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1996
MBA, Finance and Financial Management Services
University of Maryland College Park 1988 — 1996
Bachelor of Applied Science (BASc), Apparel and Textile Marketing Management
Howard Community College September 2008 - December 2009
Fidelity Investments, National Financial January 2006 - July 2007
Fidelity Investments, National Financial August 2005 - June 2006
Pershing October 2003 - April 2005
Fidelity Investments, National Financial December 1998 - January 2003
Fidelity Investments, National Financial December 1997 - December 1998
Fidelity Investments, National Financial September 1996 - December 1997
First Maryland Bancorp June 1992 - May 1996
Skills
Project Planning, Relationship Management, Series 7, Talent Management, Series 63, Portfolio Management, Strategy, Financial Services, Securities, Mutual Funds
Education
University of Maryland - Robert H. Smith School of Business 1993 — 1996
MBA, Finance and Financial Management Services
University of Maryland College Park 1988 — 1996
Bachelor of Applied Science (BASc), Apparel and Textile Marketing Management
Laura Alcabes's Pershing Experience 1996 - 1998
Job Vice President, Asset Management Operations, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 1998 - Present
Pershing 1996 - 1998
Skills
Fixed Income, Derivatives, Equities, Asset Management, Hedge Funds, Capital Markets, Bloomberg, Management, Portfolio Management, Alternative Investments
Education
University at Albany, SUNY 1992 — 1996
Bachelor's of Science, Finance, Minor in Economics
Deutsche Bank 1998 - Present
Pershing 1996 - 1998
Skills
Fixed Income, Derivatives, Equities, Asset Management, Hedge Funds, Capital Markets, Bloomberg, Management, Portfolio Management, Alternative Investments
Education
University at Albany, SUNY 1992 — 1996
Bachelor's of Science, Finance, Minor in Economics
Bill Truett's Pershing Experience January 2011 - Present
Job Assistant Vice President Information Risk Management
Industry Financial Services
Experience
Pershing January 2011 - Present
Education
University of Miami 1991 — 1997
Pershing January 2011 - Present
Education
University of Miami 1991 — 1997
Chenoa Farsaci's Pershing Experience March 2007 - November 2009
Job Sales Resource Proposal Specialist at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2013 - Present
Freelance Editorial and Creative Writer October 2009 - Present
Fifth Third Bank October 2010 - May 2013
Fifth Third Bank April 2010 - October 2010
Pershing March 2007 - November 2009
Abercrombie & Fitch August 2005 - March 2007
Skills
Proposal Writing, Management, Banking, Retail Banking, Creative Writing, Press Releases, Commercial Banking, Investment Advisory..., Grant Writing, Customer Service, Analysis, Blogging, Time Management, writing, Project Management, Proposal Management
Education
Rollins College - Crummer Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), International/Global Studies
University of Central Florida 2000 — 2005
Bachelor of Arts (B.A.), English Creative Writing
Fifth Third Bank August 2013 - Present
Freelance Editorial and Creative Writer October 2009 - Present
Fifth Third Bank October 2010 - May 2013
Fifth Third Bank April 2010 - October 2010
Pershing March 2007 - November 2009
Abercrombie & Fitch August 2005 - March 2007
Skills
Proposal Writing, Management, Banking, Retail Banking, Creative Writing, Press Releases, Commercial Banking, Investment Advisory..., Grant Writing, Customer Service, Analysis, Blogging, Time Management, writing, Project Management, Proposal Management
Education
Rollins College - Crummer Graduate School of Business 2008 — 2009
Master of Business Administration (MBA), International/Global Studies
University of Central Florida 2000 — 2005
Bachelor of Arts (B.A.), English Creative Writing
Jeff Darby's Pershing Experience July 2005 - February 2011
Job BP&A Analyst Trades Processing at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Pershing July 2005 - February 2011
L'Oreal USA 2000 - 2005
Chubb Computer Services July 1999 - August 2000
Skills
Business Analysis, Financial Services, Series 7, Program Management, Vendor Management, Product Management, Equities, Fixed Income, Project Management, Series 63, Banking, Portfolio Management, Management, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Trading Systems
Education
Chubb Institute 1999 — 1999
Network Engineering and Data Communications
University of Arizona 1992 — 1995
bachelors, marketing
Citi June 2011 - Present
Pershing July 2005 - February 2011
L'Oreal USA 2000 - 2005
Chubb Computer Services July 1999 - August 2000
Skills
Business Analysis, Financial Services, Series 7, Program Management, Vendor Management, Product Management, Equities, Fixed Income, Project Management, Series 63, Banking, Portfolio Management, Management, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Trading Systems
Education
Chubb Institute 1999 — 1999
Network Engineering and Data Communications
University of Arizona 1992 — 1995
bachelors, marketing
Kevin Melarkey's Pershing Experience June 2010 - December 2010
Job Marketing & Event Production Professional
Industry Marketing and Advertising
Experience
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Freelance October 2014 - April 2015
UBS Global Asset Management July 2014 - September 2014
American International Group January 2014 - March 2014
Oppenheimer Funds June 2013 - October 2013
Prudential Financial September 2011 - April 2012
Freelance January 2011 - August 2011
Pershing June 2010 - December 2010
Freelance November 2008 - May 2010
Lehman Brothers September 2005 - October 2008
C2 Creative January 2002 - May 2004
Skills
Marketing Strategy, Event Execution, eCommunications, B2B Marketing, Digital Marketing, Mobile Marketing, Mobile Applications, Financial Markets, Multi-channel Marketing, Business Events, Digital Media, Email Marketing, Digital Strategy, Social Media Marketing, Integrated Marketing, Management, Event Planning, Business, Online Advertising, Marketing Communications, SEO, Marketing, Online Marketing, Advertising, Strategy, Direct Marketing, Strategic Partnerships, Lead Generation, Analytics, E-commerce, CRM, Business Development, Interactive Marketing, Corporate Communications, Brand Development, Web Analytics, Competitive Analysis, Marketing Management
Education
University of California, Santa Barbara
Bachelor's Degree, Law & Society
Université de Toulouse-le-Mirail (Toulouse II)
French
US Navy
USS Inchon (LPH-12), R-Division Damage Control, E-5
Robert Therese's Pershing Experience 1997 - 2000
Job VP Bass Trading
Industry Financial Services
Experience
BTIG LLC. September 2007 - July 2011
HSBC 2000 - 2007
Pershing 1997 - 2000
Skills
Securities, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Credit, Trading Systems, Series 7, Options, Prime Brokerage, Trading, Financial Markets
Education
University of South Florida 2001 — 2003
Matawan Regional High School 1987 — 1992
Christian Brothers Academy 1985 — 1992
University of Dayton 1989 — 1990
BTIG LLC. September 2007 - July 2011
HSBC 2000 - 2007
Pershing 1997 - 2000
Skills
Securities, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Credit, Trading Systems, Series 7, Options, Prime Brokerage, Trading, Financial Markets
Education
University of South Florida 2001 — 2003
Matawan Regional High School 1987 — 1992
Christian Brothers Academy 1985 — 1992
University of Dayton 1989 — 1990
Jeff Tierney's Pershing Experience April 2000 - February 2006
Job Delivery Manager
Industry Financial Services
Experience
Fidessa August 2006 - Present
CIBC February 2006 - August 2006
Pershing April 2000 - February 2006
Skills
Electronic Trading, Trading, Capital Markets, Derivatives, Equities, Financial Markets, Equity Trading, Market Data, Options, Order Management, Trading Systems, Bloomberg, Business Analysis, Fixed Income, Securities
Education
University of Scranton 1991 — 1995
BS, Business Administration and Management, General
Fidessa August 2006 - Present
CIBC February 2006 - August 2006
Pershing April 2000 - February 2006
Skills
Electronic Trading, Trading, Capital Markets, Derivatives, Equities, Financial Markets, Equity Trading, Market Data, Options, Order Management, Trading Systems, Bloomberg, Business Analysis, Fixed Income, Securities
Education
University of Scranton 1991 — 1995
BS, Business Administration and Management, General
Deb Glover's Pershing Experience 1996 - 1999
Job Client Account Management Asset Management
Industry Investment Management
Experience
J.P. Morgan Investment Management Inc. September 1999 - June 2014
Pershing 1996 - 1999
Skills
Risk Management, Strategy, Contract Negotiation, Insurance, Marketing, Onboarding, Defined Benefit, Fixed Income, Equities, Hedge Funds, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1996
J.P. Morgan Investment Management Inc. September 1999 - June 2014
Pershing 1996 - 1999
Skills
Risk Management, Strategy, Contract Negotiation, Insurance, Marketing, Onboarding, Defined Benefit, Fixed Income, Equities, Hedge Funds, Investment Banking, Capital Markets, Derivatives, Portfolio Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Arthur Dunn's Pershing Experience September 1997 - May 2003
Job Active Directory Architect at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon December 2006 - Present
The Bank of New York May 2003 - December 2006
Pershing September 1997 - May 2003
Mercer December 1996 - September 1997
Ohaus Corporation December 1988 - November 1996
Kearfott Guidance and Navigation November 1986 - December 1988
Skills
SAN, Active Directory, Disaster Recovery, NAS, Virtualization, DFS, Security
Education
University of Rhode Island 1982 — 1986
BSEE, Electrical Engineering
Bank of New York Mellon December 2006 - Present
The Bank of New York May 2003 - December 2006
Pershing September 1997 - May 2003
Mercer December 1996 - September 1997
Ohaus Corporation December 1988 - November 1996
Kearfott Guidance and Navigation November 1986 - December 1988
Skills
SAN, Active Directory, Disaster Recovery, NAS, Virtualization, DFS, Security
Education
University of Rhode Island 1982 — 1986
BSEE, Electrical Engineering
Kirsten Lynch Smith's Pershing Experience September 2010 - April 2013
Job HR Search Recruiter
Industry Financial Services
Experience
The McCormick Group, Inc. December 2014 - Present
The Bolton Group April 2014 - November 2014
Department of Veterans Affairs November 2013 - April 2014
Trust Company of the West May 2013 - August 2013
Pershing September 2010 - April 2013
Kforce March 2008 - September 2010
WWEX Orlando East 2007 - 2008
Tropical Nut & Fruit 2006 - 2007
Skills
Applicant Tracking..., Financial Analysis, Talent Acquisition, Customer Service, Technical Recruiting, Recruiting, Forecasting, Accounting, Networking, Finance, Onboarding, Account Management, Cold Calling, Sourcing, Training, Sales, Human Resources, Employee Relations, Internet Recruiting, Employee Benefits, Leadership, Time Management
Education
University of Central Florida 1998 — 2002
Bachelor of Arts (BA), Psychology
The McCormick Group, Inc. December 2014 - Present
The Bolton Group April 2014 - November 2014
Department of Veterans Affairs November 2013 - April 2014
Trust Company of the West May 2013 - August 2013
Pershing September 2010 - April 2013
Kforce March 2008 - September 2010
WWEX Orlando East 2007 - 2008
Tropical Nut & Fruit 2006 - 2007
Skills
Applicant Tracking..., Financial Analysis, Talent Acquisition, Customer Service, Technical Recruiting, Recruiting, Forecasting, Accounting, Networking, Finance, Onboarding, Account Management, Cold Calling, Sourcing, Training, Sales, Human Resources, Employee Relations, Internet Recruiting, Employee Benefits, Leadership, Time Management
Education
University of Central Florida 1998 — 2002
Bachelor of Arts (BA), Psychology
Jason Salvino's Pershing Experience July 2012 - April 2014
Job Pricing Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
J.P. Morgan September 2014 - March 2015
Fidelity Investments April 2014 - September 2014
Pershing July 2012 - April 2014
BNY Mellon April 2012 - July 2012
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Securities, Series 7, Hedge Funds, Derivatives, Investments, Alternative Investments, Financial Analysis, Asset Management, Bloomberg Terminal, Bonds
Education
University of Central Florida 2006 — 2011
Bachelor of Science, Finance
BNY Mellon April 2015 - Present
J.P. Morgan September 2014 - March 2015
Fidelity Investments April 2014 - September 2014
Pershing July 2012 - April 2014
BNY Mellon April 2012 - July 2012
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Securities, Series 7, Hedge Funds, Derivatives, Investments, Alternative Investments, Financial Analysis, Asset Management, Bloomberg Terminal, Bonds
Education
University of Central Florida 2006 — 2011
Bachelor of Science, Finance
Paul Mathewson's Pershing Experience March 2010 - April 2013
Job Project Manager at The Durst Organization
Industry Architecture & Planning
Experience
The Durst Organization April 2013 - Present
Pershing March 2010 - April 2013
Tishman Speyer 2005 - 2008
Tiffany & Co. 1999 - 2004
Skills
Architecture, Contract Negotiation, Construction, Facilities Management, Process Scheduler, LEED, Project Management, Contract Management, Construction Management, Submittals, LEED AP, Green Building, Project Planning, MS Project, Project Coordination, Feasibility Studies, Value Engineering, Project Estimation, Proposal Writing, Cost Management, Contractors
Education
University of Illinois at Urbana-Champaign 1994 — 1996
Master of Architecture, Architecture
University of Illinois at Urbana-Champaign 1994 — 1996
Master of Science Civil Engineering, Construction Management
University of North Carolina at Charlotte 1987 — 1991
Bachelors of Arts, Architecture
The Durst Organization April 2013 - Present
Pershing March 2010 - April 2013
Tishman Speyer 2005 - 2008
Tiffany & Co. 1999 - 2004
Skills
Architecture, Contract Negotiation, Construction, Facilities Management, Process Scheduler, LEED, Project Management, Contract Management, Construction Management, Submittals, LEED AP, Green Building, Project Planning, MS Project, Project Coordination, Feasibility Studies, Value Engineering, Project Estimation, Proposal Writing, Cost Management, Contractors
Education
University of Illinois at Urbana-Champaign 1994 — 1996
Master of Architecture, Architecture
University of Illinois at Urbana-Champaign 1994 — 1996
Master of Science Civil Engineering, Construction Management
University of North Carolina at Charlotte 1987 — 1991
Bachelors of Arts, Architecture
Thomas M. Kay's Pershing Experience March 1981 - February 1993
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan February 1993 - Present
JPMorgan 1993 - Present
New York Stock Exchange 1984 - Present
Pershing March 1981 - February 1993
Education
Fairleigh Dickinson University 1976 — 1978
BA, Political Science
Union County College 1972 — 1974
AA
Institute Finance
Options
JPMorgan February 1993 - Present
JPMorgan 1993 - Present
New York Stock Exchange 1984 - Present
Pershing March 1981 - February 1993
Education
Fairleigh Dickinson University 1976 — 1978
BA, Political Science
Union County College 1972 — 1974
AA
Institute Finance
Options
Amanda Pitoscia's Pershing Experience Account MaintenancePershingJuly 2008 - January 2011
Job Account Maintenance at Pershing
Industry Financial Services
Experience
Pershing Account MaintenancePershingJuly 2008 - January 2011
Citi 2004 - 2007
Education
University of Phoenix 2006 — 2008
AAACC, Accounting
Pershing Account MaintenancePershingJuly 2008 - January 2011
Citi 2004 - 2007
Education
University of Phoenix 2006 — 2008
AAACC, Accounting
Jon Thorpe's Pershing Experience July 2009 - June 2013
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2013 - Present
Pershing July 2009 - June 2013
Pershing December 2006 - June 2009
Lake Highland Preparatory School November 1999 - December 2004
Skills
Economics, Equities, Financial Markets, FIX, SWIFT messaging, Options, Excel, Access, Fidessa, Bloomberg, Monte Carlo Simulation, GAMS, VBA, Microsoft Excel, Customer Service, Series 7, SWIFT Messaging, Econometrics
Education
University of Central Florida - College of Business Administration 2005 — 2010
Master of Science, Economics
University of North Carolina at Chapel Hill 1992 — 1997
BA, Economics and Biology
Pershing, a BNY Mellon company July 2013 - Present
Pershing July 2009 - June 2013
Pershing December 2006 - June 2009
Lake Highland Preparatory School November 1999 - December 2004
Skills
Economics, Equities, Financial Markets, FIX, SWIFT messaging, Options, Excel, Access, Fidessa, Bloomberg, Monte Carlo Simulation, GAMS, VBA, Microsoft Excel, Customer Service, Series 7, SWIFT Messaging, Econometrics
Education
University of Central Florida - College of Business Administration 2005 — 2010
Master of Science, Economics
University of North Carolina at Chapel Hill 1992 — 1997
BA, Economics and Biology
Robert Traeger's Pershing Experience July 1999 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing July 1999 - Present
Guardian Insurance 1998 - 1999
Shearson Lehman 1987 - 1990
Shearson 1987 - 1990
Thomson Mckinnon 1984 - 1987
Skills
Financial Services, Business Analysis, Business Requirements, Fixed Income, Leadership, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Software Development, Strategic Planning, Vendor Management, Business Process..., IT Strategy
Education
Thomas Edison State College 2007 — 2011
BS, Business with a concentration in Computer Information Technology
Chubb Institute 1985 — 1985
Computer Programming Certificate, Computer Programming
Winona State University 1981 — 1982
Cedar Ridge 1977 — 1981
HS Diploma
Pershing July 1999 - Present
Guardian Insurance 1998 - 1999
Shearson Lehman 1987 - 1990
Shearson 1987 - 1990
Thomson Mckinnon 1984 - 1987
Skills
Financial Services, Business Analysis, Business Requirements, Fixed Income, Leadership, Process Improvement, Relationship Management, Risk Management, SDLC, Securities, Software Development, Strategic Planning, Vendor Management, Business Process..., IT Strategy
Education
Thomas Edison State College 2007 — 2011
BS, Business with a concentration in Computer Information Technology
Chubb Institute 1985 — 1985
Computer Programming Certificate, Computer Programming
Winona State University 1981 — 1982
Cedar Ridge 1977 — 1981
HS Diploma
Howard Jacobs's Pershing Experience April 1993 - Present
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing April 1993 - Present
Skills
Series 63, Financial Services, Series 7, Series 24, Mutual Funds, Finance, Securities
Education
University at Albany, SUNY 1985 — 1989
BS, Math
Pershing April 1993 - Present
Skills
Series 63, Financial Services, Series 7, Series 24, Mutual Funds, Finance, Securities
Education
University at Albany, SUNY 1985 — 1989
BS, Math
Sharon (Mizel) Murphy's Pershing Experience February 2010 - Present
Job Vice President, Retirement Solutions at Pershing
Industry Investment Management
Experience
Pershing February 2010 - Present
AllianceBernstein February 2006 - December 2008
Johnson & Johnson Health Care Systems Inc. 2005 - 2006
Bernstein Investment Research and Management 1999 - 2003
Skills
Analysis, Portfolio Management, Mutual Funds, Investments, Competitive Analysis, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Tufts University 1994 — 1998
BS, Mechanical Engineering
Pershing February 2010 - Present
AllianceBernstein February 2006 - December 2008
Johnson & Johnson Health Care Systems Inc. 2005 - 2006
Bernstein Investment Research and Management 1999 - 2003
Skills
Analysis, Portfolio Management, Mutual Funds, Investments, Competitive Analysis, Wealth Management
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Tufts University 1994 — 1998
BS, Mechanical Engineering
Ashley Keniston, MBA's Pershing Experience February 2011 - Present
Job Global Clearance Associate at Pershing
Industry Financial Services
Experience
Pershing February 2011 - Present
The Bank of New York January 2010 - February 2011
Bank of New York Mellon June 2007 - January 2010
Skills
Financial Reporting, Financial Analysis, Financial Services, Account Reconciliation, Securities, Financial Modeling, Trading, Accounting, Portfolio Management, Derivatives, Mutual Funds, Settlement
Education
University of Central Florida 2011 — 2013
PMBA, Business Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration Finance
Pershing February 2011 - Present
The Bank of New York January 2010 - February 2011
Bank of New York Mellon June 2007 - January 2010
Skills
Financial Reporting, Financial Analysis, Financial Services, Account Reconciliation, Securities, Financial Modeling, Trading, Accounting, Portfolio Management, Derivatives, Mutual Funds, Settlement
Education
University of Central Florida 2011 — 2013
PMBA, Business Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration Finance
Kim Dietrich's Pershing Experience 1996 - 2001
Job Project Manager at The Ryan Group
Industry Marketing and Advertising
Experience
Value Plus College & University Rewards Program July 2010 - Present
The Ryan Group January 2008 - Present
Northern Trust Securities February 2001 - June 2007
Pershing 1996 - 2001
Skills
Customer Insight, Forecasting, Market Research, Strategy, New Business Development, Consumer Products, Cross-functional Team..., Account Management, Direct Marketing, Marketing, Competitive Analysis, Marketing Research, Product Marketing, Strategic Planning, Management, Marketing Strategy, Brand Management, Marketing Management, Integrated Marketing, Marketing Communications, Leadership, CRM, P&L Management, Pricing, FMCG, Market Planning
Education
University of Iowa 1987 — 1991
BA, Sociology
Value Plus College & University Rewards Program July 2010 - Present
The Ryan Group January 2008 - Present
Northern Trust Securities February 2001 - June 2007
Pershing 1996 - 2001
Skills
Customer Insight, Forecasting, Market Research, Strategy, New Business Development, Consumer Products, Cross-functional Team..., Account Management, Direct Marketing, Marketing, Competitive Analysis, Marketing Research, Product Marketing, Strategic Planning, Management, Marketing Strategy, Brand Management, Marketing Management, Integrated Marketing, Marketing Communications, Leadership, CRM, P&L Management, Pricing, FMCG, Market Planning
Education
University of Iowa 1987 — 1991
BA, Sociology
Jan Mason's Pershing Experience July 2010 - January 2011
Job Consultant Project Management at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2011 - Present
Pershing July 2010 - January 2011
Ascend Consulting June 2009 - July 2010
Banc of America Investments September 2008 - December 2008
Fidelity Investments October 1993 - May 2006
Shearson Lehman Brothers November 1987 - October 1993
Electronic Data Systems January 1984 - October 1987
Skills
SDLC, Business Analysis, Problem Solving, Portfolio Management, Project Management, brokerage procesing, cost basis, trading,..., Strategy, Business Strategy, Change Management, Financial Services, Management, Risk Management, Vendor Management, PMO, Project Portfolio...
Education
University of South Florida 1980 — 1983
BA, Management Information Systems
Bank of America Merrill Lynch February 2011 - Present
Pershing July 2010 - January 2011
Ascend Consulting June 2009 - July 2010
Banc of America Investments September 2008 - December 2008
Fidelity Investments October 1993 - May 2006
Shearson Lehman Brothers November 1987 - October 1993
Electronic Data Systems January 1984 - October 1987
Skills
SDLC, Business Analysis, Problem Solving, Portfolio Management, Project Management, brokerage procesing, cost basis, trading,..., Strategy, Business Strategy, Change Management, Financial Services, Management, Risk Management, Vendor Management, PMO, Project Portfolio...
Education
University of South Florida 1980 — 1983
BA, Management Information Systems
John Nave's Pershing Experience 1988 - 1993
Job Independent Financial Services Professional
Industry Financial Services
Experience
Deustche Bank 2000 - 2009
Deutsche Bank 2000 - 2009
Deutsche Bank Securities 2000 - 2009
Lehman 1997 - 2000
morgan stanley 1993 - 1997
pershing 1988 - 1993
Skills
Equities, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Management, Prime Brokerage, Securities, Middle Office, Trading Systems, Trading
Education
University of Michigan 1984 — 1988
Roslyn High School
Deustche Bank 2000 - 2009
Deutsche Bank 2000 - 2009
Deutsche Bank Securities 2000 - 2009
Lehman 1997 - 2000
morgan stanley 1993 - 1997
pershing 1988 - 1993
Skills
Equities, Asset Management, Capital Markets, Derivatives, Finance, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Management, Prime Brokerage, Securities, Middle Office, Trading Systems, Trading
Education
University of Michigan 1984 — 1988
Roslyn High School
Gregory Atkins's Pershing Experience December 1998 - November 2001
Job Director Prime Finance trading
Industry Financial Services
Experience
Citigroup April 2011 - Present
Deutsche Bank 2005 - March 2011
Credit Suisse 2001 - 2005
Pershing December 1998 - November 2001
Skills
Capital Markets, Bloomberg, Derivatives, Fixed Income, Equities, Investment Banking, Prime Brokerage, Series 7, Series 63, Securities, Trading
Education
University of Delaware 1994 — 1998
BA, Criminal Justice
University of Siena 1996 — 1997
Citigroup April 2011 - Present
Deutsche Bank 2005 - March 2011
Credit Suisse 2001 - 2005
Pershing December 1998 - November 2001
Skills
Capital Markets, Bloomberg, Derivatives, Fixed Income, Equities, Investment Banking, Prime Brokerage, Series 7, Series 63, Securities, Trading
Education
University of Delaware 1994 — 1998
BA, Criminal Justice
University of Siena 1996 — 1997
John Wojtasik's Pershing Experience June 2010 - Present
Job Associate at Pershing
Industry Financial Services
Experience
Pershing June 2010 - Present
Bank of New York Mellon November 2004 - June 2010
Education
University of Central Florida - College of Business Administration 1999 — 2004
BS, Accounting
Pershing June 2010 - Present
Bank of New York Mellon November 2004 - June 2010
Education
University of Central Florida - College of Business Administration 1999 — 2004
BS, Accounting
Jessica Minion's Pershing Experience 2010 - Present
Job n/a at N/A
Industry Financial Services
Experience
Pershing 2010 - Present
Skills
Microsoft Excel, Financial Services, Corporate Actions, Legal Research, Bankruptcy, Financial Analysis
Education
University of Central Florida 2004 — 2007
Legal Studies
Pershing 2010 - Present
Skills
Microsoft Excel, Financial Services, Corporate Actions, Legal Research, Bankruptcy, Financial Analysis
Education
University of Central Florida 2004 — 2007
Legal Studies
Ryan Roy's Pershing Experience July 2010 - July 2012
Job Assistant Vice President Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Merrill Edge May 2014 - Present
Merrill Lynch September 2012 - May 2014
Pershing July 2010 - July 2012
Ryder System, Inc. February 2010 - May 2010
AXA Equitable May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Event Planning, Research, Teamwork, Time Management, Public Speaking, Social Media, Access, Office Management, English, Event Management, Series 7, Sales
Education
University of Central Florida - College of Business Administration 2006 — 2010
BS, Business Administration and Management, General
Derek Bourne's Pershing Experience November 2010 - November 2013
Job Ecommerce Investment Specialist, Merrill Edge
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Pershing November 2010 - November 2013
Putnam Investments August 1996 - October 2009
Skills
Operations Management, Customer Service, Equities, Financial Services, Account Reconciliation, Training, Process Improvement, Team Building, Management, Call Center, Call Centers, Finance, Strategic Planning, Financial Analysis, Change Management, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Business Analysis, Mutual Funds, Banking, Access, Securities, Risk Management, Series 7, Series 63, Relationship Management, Investments
Education
Bay State College 1994 — 1996
Associate, Business Admin
University of Massachusetts, Amherst
Merrill Lynch December 2013 - Present
Pershing November 2010 - November 2013
Putnam Investments August 1996 - October 2009
Skills
Operations Management, Customer Service, Equities, Financial Services, Account Reconciliation, Training, Process Improvement, Team Building, Management, Call Center, Call Centers, Finance, Strategic Planning, Financial Analysis, Change Management, Microsoft Office, Insurance, Microsoft Excel, Microsoft Word, Project Management, Vendor Management, Business Analysis, Mutual Funds, Banking, Access, Securities, Risk Management, Series 7, Series 63, Relationship Management, Investments
Education
Bay State College 1994 — 1996
Associate, Business Admin
University of Massachusetts, Amherst
Dayna Ingoglia's Pershing Experience July 2012 - Present
Job Corporate Training Program at Pershing
Industry Financial Services
Experience
Pershing July 2012 - Present
Pershing LLC July 2007 - September 2011
Skills
Financial Services, Series 7
Education
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Advertising
Pershing July 2012 - Present
Pershing LLC July 2007 - September 2011
Skills
Financial Services, Series 7
Education
University of Florida 2003 — 2007
Bachelor of Science (B.S.), Advertising
Matthew Keyes's Pershing Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Pershing 2009 - Present
Jackson Wealth Management 2008 - 2009
Education
University of Central Florida 2004 — 2008
B.S.B.A, Finance & Entrepreneurship
Pershing 2009 - Present
Jackson Wealth Management 2008 - 2009
Education
University of Central Florida 2004 — 2008
B.S.B.A, Finance & Entrepreneurship
Lisa Sapp's Pershing Experience October 1997 - February 2003
Job Executive Assistant
Industry Financial Services
Experience
Severn Trent Services February 2012 - Present
New York Stock Exchange April 2004 - December 2008
Pershing October 1997 - February 2003
Skills
Administrative Support, Lotus Notes, Outlook, Typing, Excel, Word, PowerPoint, Reconciliation, Microsoft Office, Access, Prioritization, Invoicing, Customer Service, PeopleSoft, Customer Relations, Accounts Payable, Accounts Receivable, Visio, Internet Explorer, Scheduling, Documentation, Office Management
Education
Union County College 1984 — 1989
Bachelor's degree
Severn Trent Services February 2012 - Present
New York Stock Exchange April 2004 - December 2008
Pershing October 1997 - February 2003
Skills
Administrative Support, Lotus Notes, Outlook, Typing, Excel, Word, PowerPoint, Reconciliation, Microsoft Office, Access, Prioritization, Invoicing, Customer Service, PeopleSoft, Customer Relations, Accounts Payable, Accounts Receivable, Visio, Internet Explorer, Scheduling, Documentation, Office Management
Education
Union County College 1984 — 1989
Bachelor's degree
Douglas Edelman's Pershing Experience June 1983 - November 1991
Job Director of Business Development Midwest Innovative Data Solutions Inc.
Industry Financial Services
Experience
Innovative Data Solutions, Inc. May 2013 - Present
Merlinone Trading Inc. April 2012 - Present
Merlinone Trading Partners LLC. March 2011 - April 2012
Merlinone Trading October 2002 - December 2008
Group One Trading, LP January 1992 - October 2002
Pershing June 1983 - November 1991
Skills
Options, Volatility, Market Making, Proprietary Trading, Equity Derivatives, Options Strategies, Arbitrage, Trading, Trading Strategies, Volatility Arbitrage, Electronic Trading, Hedging, Traders, Trading Systems, Equity Trading, ETFs, Derivatives, Equities, Hedge Funds, Mentoring, Management, Commodity, Currency, Financial Markets, Bloomberg, FX Options, Capital Markets, FX trading, Portfolio Management, Technical Analysis, Risk Management, Alternative Investments, Foreign Exchange, Asset Management, Back Office, Securities, Fixed Income, Investments, FINRA, Equity Research, Bonds, Investment Strategies, Commodity Markets, Asset Allocation, CRM, Mutual Funds, Series 63, Investment Banking, Business Development
Education
University of Illinois at Chicago 1979 — 1990
B.S., Finance
Highland Park High School 1975 — 1979
High School Diploma, General Collage Prep.
Innovative Data Solutions, Inc. May 2013 - Present
Merlinone Trading Inc. April 2012 - Present
Merlinone Trading Partners LLC. March 2011 - April 2012
Merlinone Trading October 2002 - December 2008
Group One Trading, LP January 1992 - October 2002
Pershing June 1983 - November 1991
Skills
Options, Volatility, Market Making, Proprietary Trading, Equity Derivatives, Options Strategies, Arbitrage, Trading, Trading Strategies, Volatility Arbitrage, Electronic Trading, Hedging, Traders, Trading Systems, Equity Trading, ETFs, Derivatives, Equities, Hedge Funds, Mentoring, Management, Commodity, Currency, Financial Markets, Bloomberg, FX Options, Capital Markets, FX trading, Portfolio Management, Technical Analysis, Risk Management, Alternative Investments, Foreign Exchange, Asset Management, Back Office, Securities, Fixed Income, Investments, FINRA, Equity Research, Bonds, Investment Strategies, Commodity Markets, Asset Allocation, CRM, Mutual Funds, Series 63, Investment Banking, Business Development
Education
University of Illinois at Chicago 1979 — 1990
B.S., Finance
Highland Park High School 1975 — 1979
High School Diploma, General Collage Prep.
Roy Alexander's Pershing Experience 1992 - 1995
Job Director at KPMG
Industry Investment Banking
Experience
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
Arnold Serrette's Pershing Experience May 2008 - August 2008
Job Wealth Advisor Associate
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley July 2013 - December 2013
BNY Mellon March 2012 - May 2012
Bank of New York Mellon November 2009 - February 2012
Pershing May 2008 - August 2008
Pershing May 2007 - August 2007
Skills
Investment Banking, Credit Risk, Compliance, Risk Management, Corporate Finance, Investments, Mutual Funds, Bloomberg, Financial Services, Securities, Equities, Fixed Income, Financial Analysis, Portfolio Management, Banking, Capital Markets, Derivatives, Bloomberg Terminal, Financial Modeling, Financial Risk, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Start-ups, Series 7, Wealth Management, Analysis, Trading, Bonds
Education
University of Maryland College Park 2004 — 2008
B.A.
Morgan Stanley March 2015 - Present
Morgan Stanley July 2013 - December 2013
BNY Mellon March 2012 - May 2012
Bank of New York Mellon November 2009 - February 2012
Pershing May 2008 - August 2008
Pershing May 2007 - August 2007
Skills
Investment Banking, Credit Risk, Compliance, Risk Management, Corporate Finance, Investments, Mutual Funds, Bloomberg, Financial Services, Securities, Equities, Fixed Income, Financial Analysis, Portfolio Management, Banking, Capital Markets, Derivatives, Bloomberg Terminal, Financial Modeling, Financial Risk, Microsoft Office, Finance, Microsoft Excel, PowerPoint, Start-ups, Series 7, Wealth Management, Analysis, Trading, Bonds
Education
University of Maryland College Park 2004 — 2008
B.A.
Robert E. Mullis Jr.'s Pershing Experience July 2010 - July 2013
Job Associate Service Officer 1 at Citi
Industry Financial Services
Experience
Citi September 2013 - Present
Pershing July 2010 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Strategic Planning, Project Management, Public Speaking, Series 7, Finance
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Economics
South Fork High School
Citi September 2013 - Present
Pershing July 2010 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Strategic Planning, Project Management, Public Speaking, Series 7, Finance
Education
University of Central Florida - College of Business Administration 2005 — 2009
Bachelor of Business Administration (B.B.A.), Financial Economics
South Fork High School
Nick Gaura's Pershing Experience November 1997 - Present
Job Architect at Pershing
Industry Financial Services
Experience
Pershing November 1997 - Present
Education
Union County College 1982 — 1986
AAS, Computer Information Systems/
State University of New York at Albany 1970 — 1972
Master of Science, Education
State University of New York at Fredonia 1966 — 1970
Bachelor of Arts, Education
Pershing November 1997 - Present
Education
Union County College 1982 — 1986
AAS, Computer Information Systems/
State University of New York at Albany 1970 — 1972
Master of Science, Education
State University of New York at Fredonia 1966 — 1970
Bachelor of Arts, Education
Ryan Larkin's Pershing Experience June 2010 - February 2011
Job Business Analyst – Operations, Change Management Global Reference Data at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2012 - Present
Neuberger Berman March 2012 - September 2012
Deutsche Bank April 2011 - September 2012
Pershing June 2010 - February 2011
Discovery - The Financial Information Group October 2005 - January 2010
Merrill Lynch November 2004 - September 2005
Long Branch Board of Education September 2002 - November 2004
Skills
Product Management, Investments, Salesforce.com, Financial Analysis, Project Management, CRM, Process Improvement, Management, Equities
Education
University of Miami - School of Business 1998 — 2002
Bachelor of Science, Business Administration, Management, Finance, Marketing, Accounting
Barclays Investment Bank November 2012 - Present
Neuberger Berman March 2012 - September 2012
Deutsche Bank April 2011 - September 2012
Pershing June 2010 - February 2011
Discovery - The Financial Information Group October 2005 - January 2010
Merrill Lynch November 2004 - September 2005
Long Branch Board of Education September 2002 - November 2004
Skills
Product Management, Investments, Salesforce.com, Financial Analysis, Project Management, CRM, Process Improvement, Management, Equities
Education
University of Miami - School of Business 1998 — 2002
Bachelor of Science, Business Administration, Management, Finance, Marketing, Accounting
John Zadlo's Pershing Experience August 1996 - November 2002
Job Supervisor at NORC
Industry Research
Experience
NORC at the University of Chicago April 2009 - Present
Pershing August 1996 - November 2002
Merrill Lynch June 1995 - August 1996
Pershing March 1986 - May 1995
Skills
Data Analysis, Analysis, Microsoft Office, Access, Microsoft Excel, Visio, Management, Operations Management, Team Leadership, Team Management, Back Office, Project Management, Market Research, Leadership, Business Analysis, Process Improvement, Program Management, Team Building, Software Documentation, Time Management, PowerPoint, Customer Service, Microsoft Word, Quality Assurance, Budgets, Research, Strategic Planning, Administration, Risk Management, Project Planning, Coaching, Written & Verbal..., Recognition Awards
Education
University of Illinois at Chicago 1984 — 1986
NORC at the University of Chicago April 2009 - Present
Pershing August 1996 - November 2002
Merrill Lynch June 1995 - August 1996
Pershing March 1986 - May 1995
Skills
Data Analysis, Analysis, Microsoft Office, Access, Microsoft Excel, Visio, Management, Operations Management, Team Leadership, Team Management, Back Office, Project Management, Market Research, Leadership, Business Analysis, Process Improvement, Program Management, Team Building, Software Documentation, Time Management, PowerPoint, Customer Service, Microsoft Word, Quality Assurance, Budgets, Research, Strategic Planning, Administration, Risk Management, Project Planning, Coaching, Written & Verbal..., Recognition Awards
Education
University of Illinois at Chicago 1984 — 1986
denny chinn's Pershing Experience March 2004 - May 2006
Job AVP at Citi
Industry Banking
Ron Francione's Pershing Experience June 1998 - April 2002
Job Vice President, Operations at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. July 2003 - Present
Pershing June 1998 - April 2002
Goldman Sachs March 1998 - May 1998
Education
University of Delaware 1991 — 1996
BS, Economics
Hirtle, Callaghan & Co. July 2003 - Present
Pershing June 1998 - April 2002
Goldman Sachs March 1998 - May 1998
Education
University of Delaware 1991 — 1996
BS, Economics
Charlotte Dang's Pershing Experience January 2007 - Present
Job Institutional Control Regulatory Team Lead
Industry Financial Services
Experience
Pershing January 2007 - Present
Dtcc 2005 - 2007
Camp Boggy Creek May 2005 - August 2005
Weekends of Greater Orlando December 2004 - May 2005
UCF Alumni Association August 2002 - December 2004
Skills
Project Management, Organizational..., Building Relationships, Student Counseling, Problem Solving, Resolving Conflicts, Project Coordination, Program Coordination, Creative Strategy, Close Attention to..., Time Management
Education
University of Phoenix 2007 — 2009
Master's degree, Business Administration and Management, General
University of Central Florida - College of Business Administration 2001 — 2004
Bsba, Marketing
Pershing January 2007 - Present
Dtcc 2005 - 2007
Camp Boggy Creek May 2005 - August 2005
Weekends of Greater Orlando December 2004 - May 2005
UCF Alumni Association August 2002 - December 2004
Skills
Project Management, Organizational..., Building Relationships, Student Counseling, Problem Solving, Resolving Conflicts, Project Coordination, Program Coordination, Creative Strategy, Close Attention to..., Time Management
Education
University of Phoenix 2007 — 2009
Master's degree, Business Administration and Management, General
University of Central Florida - College of Business Administration 2001 — 2004
Bsba, Marketing
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