Experience
Delegated Planning, LLC   July 2011 - Present
Chesney & Company, Inc.   May 2005 - June 2011
Mike Guess & Associates   July 2003 - May 2005
Allmerica Financial/VeraVest Investments, Inc.   January 1999 - July 2003
Pershing, a BNY Mellon company   September 1997 - September 1998

Education
College for Financial Planning   2007 — 2009
Master's Degree, Personal Financial Planning

University of Virginia   1990 — 1994
Bachelor's Degree, Commerce

Experience
Pershing, a BNY Mellon company   April 2013 - Present
FBOP Corporation  February 2006 - March 2013
Pershing LLC  February 1995 - February 2006
Warehouse Management   December 1989 - February 1995

Skills
• Executive Level..., • Microsoft PowerPoint, • Microsoft Excel, • Microsoft Word, • Microsoft SharePoint, • QuickBooks, • Travel coordination, • RFP process, • Event planning, • Meeting planning, • Calendar management..., • Video conferencing, PowerPoint, Microsoft Excel, SharePoint, Event Planning, QuickBooks, Endorsements

Education
DePaul University   1983 — 1987
Bachelor of Arts (B.A.), Psychology, 3.35

Marengo

Experience
Amalgamated Bank  May 2015 - Present
deVere Group  2014 - February 2015
Cetera Financial Group  February 2012 - August 2014
JPMorgan Chase  May 2006 - February 2011
Ameriprise Financial Services, Inc.   December 2004 - May 2006
Millennium Partners  August 2001 - November 2003
Pershing, a BNY Mellon company   September 1996 - August 2001

Skills
Wealth Management, Portfolio Management, Risk Assessment, Risk Management, Alternative Investments, Business Planning, College Education..., Private Equity, QROPS, Offshore Services, UK Pension Analysis, Asset Management, Financial Services, Investments, Retirement Planning, Banking

Education
City University of New York-John Jay College of Criminal Justice   2002 — 2006
Bachelor's Degree, International Law and Legal Studies

Bishop Ford Central Catholic HS   1987 — 1991
High School

Experience
Wagner College  October 2007 - Present
College of Staten Island, City University of New York  2004 - 2007
New York Public Library  2003 - 2004
Pershing, a BNY Mellon company   1997 - 1999

Skills
Microsoft Office, Research, Educational Technology, Course Management..., Web Design, Instructional Technology, Staff Development, Information Literacy, Collection Development, Teaching, Library Research, Higher Education, Digitization, Cataloging, Academic Libraries, Curriculum Design, Library Science, Student Affairs, Digital Libraries, Library Instruction, Classroom Instruction, Curriculum Development, LibGuides, Metadata, Classroom, Tutoring, Editing, Community Outreach, Distance Learning, Assistive Technology, Archival Research, Virtual Reference, Library Management, History, Literature, Grant Writing, Taxonomy, Learning Management..., Social Media..., Technical Support, CSS, JavaScript, HTML 5, Digital Archiving, Electronic Resources, Digital Preservation, Reference Services

Education
Rutgers, The State University of New Jersey   2002 — 2004
MLIS, Library & Information Science

City University of New York-Hunter College   2000 — 2002
MA, English & American Literature

City University of New York-College of Staten Island   1998 — 2000
BA, English

Experience
ROJW   April 2005 - Present
Journal Square Orthodontics   2011 - 2012
Pershing, a BNY Mellon company   November 2009 - August 2010

Skills
Bilingual, Medical Billing, Customer Service, Accounts Receivable, Medical Coding, Insurance, Administrative..., Health Insurance, Training, Outlook, Account Reconciliation, Teamwork, Invoicing, Microsoft Excel, Fax, Finance, Analysis, Risk Management, Office Management, Software Documentation, Accounts Payable, Medicare, Settlement, Claim, Access, Benefits Administration, Telephone Skills, Time Management, Microsoft Word, Payroll, Lotus Notes, Spreadsheets, Call Centers, Employee Benefits, Data Entry

Education
Anthem Institute-Jersey City   2010 — 2011
Medical Billing and Coding, Medical Billing and Coding

James J. Ferris High School   2007 — 2010
Computer Applications, Office Procedures, Office Techniques, Business Administration and Management, General

Experience
Crestron Electronics  July 2014 - Present
Pershing, a BNY Mellon company   January 2014 - June 2014
BNY Mellon  October 2008 - July 2013
Mellon Financial  October 2000 - October 2008
Buck Consultants (later bought by Mellon Financial)   October 1994 - October 2000
Reed Elsevier  June 1991 - October 1994
Murdoch Magazines  May 1987 - June 1991

Skills
Desktop Computers, Server Technology, Cisco Networking, Computer Technology, Computer Operations, IT Procurement, Metrics Reporting, Software Installation, Troubleshooting, Help Desk Support, Citrix, Desktop Deployment, VPN, Software Documentation, Technical Support, Desktop Application..., Printers, Computer Hardware, Laptops, Hardware, HP, Change Management, Dell Computers, Windows XP, Financial Services, Operating Systems

Education
Computer Processing Institute   1986 — 1987
Computer Operations

Bergen Community College   1984 — 1987

Experience
Pershing, a BNY Mellon company   September 2014 - Present
Pershing, a BNY Mellon company   June 2012 - August 2014
Citi  February 2011 - May 2012
Interactive Data (IDC)   March 2005 - November 2010
Interactive Data  March 2000 - March 2005
Muller Data Corporation   March 1996 - February 2000
Muller Data Corporation   March 1989 - February 1996
J&W Seligman  March 1986 - March 1989
Deloitte  April 1984 - March 1986
GE  June 1982 - March 1984

Skills
PMO, Project Planning, Project Implementation, Project Portfolio..., Software Project..., Program Management, Business Analysis, Business Process..., Business Process Design, Requirements Gathering, Requirements..., Documentation, Document Management, Test Planning, User Acceptance Testing, SAS70, Compliance, Banking, Fixed Income, PMI, MS Office Suite, SDLC, Software Documentation, Requirement..., Project Management, Microsoft Office, Visio

Education
Pace University - Lubin School of Business
MBA, Finance

City University of New York-Brooklyn College
BS, Computer Science

Experience
Goldman Sachs  June 2014 - June 2015
BNP PARIBAS  October 2013 - April 2014
UBS  February 2002 - March 2013
Pershing, a BNY Mellon company   September 1998 - February 2002

Skills
Fixed Income, MBS, Investment Banking, Risk Management, Bloomberg, Financial Analysis, Trading Systems, DTC, Repo Pairoffs, Margin calls, Operational Risk, Anti Money Laundering, Internal Fraud Awareness, Introduction to Swap..., Lean Process Excellence..., Enhance Client Services, Dodd-Frank Act..., Six Sigma Yellow and..., Derivatives, Back Office, Equities, Financial Risk, Settlement, Securities

Education
Borough of Manhattan Community College   1984 — 1985
Business Administration and Management, General

FDR HIGH SCHOOL   1981 — 1984
Regents diploma graduate

Experience
Celgene  November 2012 - Present
Weil Gotshal and Manges  2011 - October 2012
Global Association of Risk Professionals  April 2007 - May 2012
Pershing, a BNY Mellon company   September 2005 - March 2007
AICPA  August 2002 - September 2005
J.P. Morgan   October 2000 - July 2002
AXA Equitable  March 1998 - October 2000

Skills
Graphic Design, Web Design, Web Development, Databases, Database Design, Adobe Creative Suite, User Experience, Customer Service, Client Representation, Business Development, Email Marketing, Marketing, Management, Team Building, Social Media, Copywriting, Advertising, Entrepreneurship, Social Networking, Press Releases, Dreamweaver, Online Marketing, Editing, Social Media Marketing, CMS, WordPress, SharePoint, Newsletters, Photoshop, Training, InDesign, Analysis, Microsoft Office, Online Advertising, Event Planning

Education
Anthem Institute-Jersey City   2001 — 2003
Diploma, Web Development & Business Programming

Lincoln High School   1994 — 1998
Diploma, General Studies

Experience
SunGard  July 2014 - Present
Driscoll Marketing Consultancy   January 2013 - July 2014
Pershing, A BNY Mellon Company   October 2011 - December 2012
Broadridge Financial Solutions  October 2008 - October 2011
CIT  2004 - 2008
CIT  2004 - 2006
ING Investment Management  2001 - 2003
ADP  1990 - 2001

Skills
Corporate Communications, Strategy, Marketing Strategy, Marketing Communications, Thought Leadership, Marketing Automation, Integrated Marketing, Management, Brand Architecture, Crisis Management, Financial Services, Market Research, Email Marketing, Marketing, Product Management, Strategic Planning, Budgets, Start-ups, B2B, Leadership, E-commerce, Internal Communications, SEO, Advertising, Program Management, Public Relations, B2B Marketing, Social Media, Sales, Customer Acquisition, Strategic Partnerships, Business Intelligence, Business Strategy, Outsourcing, Analytics, CRM, Direct Marketing, Competitive Analysis, Product Marketing, Salesforce.com, Executive Management, Finance, Lead Generation, Segmentation, Relationship Management, Banking, P&L Management, Marketing Management, Demand Generation, Project Management

Education
Rutgers, The State University of New Jersey-New Brunswick
Mini-MBA Digital/Social Media Marketing

Columbia University in the City of New York
School of Journalism, Smarter Social Media for Journalists, Bloggers and Media Professionals

Harvard Business School
Executive Education Program, Business to Business Marketing Strategy

University of Pennsylvania - The Wharton School
Certificate Programs: Securities Industry Institute, Leading and Managing People

Fordham Gabelli School of Business
MBA, Marketing

Villanova University
School of Business, BS Accounting

Experience
1st Grade Investigations Inc.   January 2013 - Present
1st Grade Investigations Inc.   February 2012 - Present
NYPD  July 1986 - December 2011
Precinct Detective Squad New York City Police Department   December 1994 - November 2011
Precinct New York City Police Department   January 1988 - December 1994
Pershing, a BNY Mellon company   1983 - 1986

Skills
Interrogation, Risk Assessment, Assets Recovery, Missing Persons, Security Management, Expert Witness, Executive Protection, Skip Tracing, Surveillance, Criminal Investigations, Private Investigations, Criminal Justice, Enforcement, Police, Investigation, Homeland Security, Investigative Reporting, Security Operations, Corporate Security, Patrol, Criminal Law, Background Checks, Firearms, Fraud, Public Safety, Counterterrorism, Crime Prevention, Emergency Management, Physical Security, Homicide Investigations, Internal Investigations, Personal Protection, Protection, Personal Security, Access Control, Tactics, Crisis Management, CCTV, Interrogation Techniques, Forensic Analysis, Evidence, Computer Forensics, Dignitary Protection, Intelligence Analysis, Asset Protection, Counterintelligence, Interviews, Workplace Violence, Law Enforcement..., Undercover

Education
John Jay College of Criminal Justice   2004 — 2006

Power Memorial Academy   1979 — 1983
High School

Power Memorial Academy Class of

John Jay College

Experience
Pershing, a BNY Mellon company   February 2013 - Present
Pershing LLC  October 2008 - February 2013
Lehman Brothers  September 2007 - September 2008
MBIA Insurance Corp.  1996 - 2006
MBIA  1996 - 2006

Skills
Marketing Communications, Marketing, Corporate Communications, Creative Direction, Program Management, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments

Education
Binghamton University   1992 — 1996
BA Economics

Experience
Pershing, a BNY Mellon company   January 2014 - Present
Pershing, A BNY Mellon Company   September 2012 - January 2014
Barnard College  January 2011 - May 2012
Pershing  June 2011 - August 2011
Pershing  June 2010 - August 2010
City at Peace-National   June 2009 - August 2009
New York Public Library  September 2006 - August 2008

Skills
Spanish, French, Microsoft Office, Word, Non-profits, Excel, Social Media, English, PowerPoint, Writing, Event Planning, Data Entry, Community Outreach, Research, Training, Public Speaking, Volunteer Management, Analysis, Human Resources, International Relations, Marketing, Strategy, Strategic Planning, Data Analysis, Social Networking, Microsoft Excel, Nonprofits

Education
Barnard College   2008 — 2012
Sociology, Sociology

Columbia University in the City of New York   2008 — 2012

School for International Training   2011 — 2011
International Studies and Multilateral Diplomacy (Switzerland), Junior

Experience
Zimmer  March 2015 - Present
Stryker  January 2014 - August 2014
Rutgers University: Dr. Jingang Yi   July 2013 - May 2014
Rutgers University: Dr. Aaron Mazzeo Research Group   June 2013 - January 2014
Gansevoort Hotel Group  March 2010 - May 2010
Tiffany & Company  April 2006 - December 2009
Pershing, a BNY Mellon company   2004 - 2005

Skills
AutoCAD, Photoshop, Matlab, Solidworks, Illustrator, Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Acrobat, Retail Design, Project Management, Abaqus, PowerPoint, Management, Engineering, Drawing, Interior Design, SolidWorks, CAD, Research, Manufacturing

Education
Rutgers University-New Brunswick   2012 — 2014
Bachelor's Degree, Mechanical Engineering

County College of Morris   2011 — 2012
Associate's Degree, Engineering Science

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2003
Bachelor's degree, Visual Arts - Sculpture

University of Mary Washington   1999 — 2001

Experience
College of Saint Elizabeth  September 2011 - April 2012
Pershing, a BNY Mellon company   October 2010 - August 2011

Education
College of Saint Elizabeth   2011 — 2015
Sociology

Lincoln High School   2007 — 2011

Experience
Pershing, a BNY Mellon company   January 2015 - Present
Pershing, a BNY Mellon company   August 2014 - December 2014
Pershing  October 2011 - July 2014
Pershing  December 2009 - October 2011
Fulcrum Logic  May 2009 - July 2009
Packeteer  May 2006 - October 2008
Tacit Networks  January 2006 - May 2006
Mobiliti   December 2004 - December 2005
Horizon Companies  1999 - 2003
Tata Consultancy Services  November 1997 - December 1998

Skills
SDLC, Business Analysis, Software Project..., Agile Methodologies, Requirements Analysis, PMP, Program Management, Project Management, PMO, Process Improvement, Visio

Education
Rutgers University-New Brunswick   2004 — 2008
MBA, Finance

Cochin University of Science and Technology   1994 — 1997
MCA, Computer science

University of Hyderabad   1992 — 1993
DCA, Computer science

Experience
Pershing, a BNY Mellon company   April 2012 - Present
Bessemer Trust  March 2011 - September 2011
Citibank  July 2010 - January 2011
Thomson Reuters  June 2009 - June 2010
NYFIX, Inc.   August 2006 - July 2008
American Stock Exchange  October 2004 - September 2006
Telerate  February 2002 - October 2004
Booz Allen & Hamilton  May 2000 - August 2001
Nextera Interactive  October 1998 - May 2000
Chase Manhattan Bank  August 1991 - October 1998

Skills
PMO, Program Management, PMP, Strategic Planning, Social Networking, Scrum, Agile, Pivot Tables, Software Project..., Full SDLC, Information Security..., Financial Markets, ITIL v3, Clarity, HP PPM, Financial Reporting, Management Reporting, Expense Budgeting, Capital Budgeting, SharePoint, Certified Project..., Waterfall, RUP, Compliance, Cross-functional Team..., Project Management, Project Reporting, Sourcing & Procurement, Business Process..., Vendor Management, MS Project, MS Office Suite, Visio, Spanish, Private Banking, Private Wealth..., Hiring, Fixed Income, Equities, Virtual Teams, Skilled Communicator, Knowledge Management, Compliance Audits, ITIL, Management, Project Portfolio..., Agile Methodologies, Budgets, Microsoft Office, Strategy

Education
NYU Stern School of Business   1989 — 1991
MBA

Karl Marx University of Economics - Budapest, Hungary   1986 — 1986
Program Manager

Dartmouth College   1981 — 1986
BA

Eton College   1980 — 1981
A-Levels

The Hill School   1977 — 1980
HS Diploma

Experience
Knight Capital Group  March 2005 - August 2011
SunGard Trading Systems/BRASS   March 2002 - March 2005
SunGard/BRASS   2002 - 2005
Wien Securities Corp   March 1998 - October 2001
Pershing, a BNY Mellon company   July 1996 - March 1998
Chemical Securities Investment Corp   July 1993 - June 1996

Skills
Trading Systems, Equity Trading, Series 7, Bloomberg, Trading, Software Project..., Product Management, Account Management, Trade Sales, Securities, SDLC, Options, Project Management, Market Data, Equities, Fixed Income, Financial Services, Electronic Trading, Bloomberg Terminal, Order Management, Capital Markets, Financial Markets, Derivatives, FX Options, Settlement, Back Office, Low Latency, Finance

Education
Boston College   1986 — 1990
BA, Computer Science

Westbury Sr. High School   1983 — 1986

Experience
Pershing, a BNY Mellon company   2012 - Present
BNY Mellon  2008 - 2011
BNY Mellon  2006 - 2008
BNY Mellon  2004 - 2006
BNY Mellon  2001 - 2004
BNY Mellon  1994 - 2001
Shearson Lehman Brothers, Inc  1990 - 1992
Curchin and Company CPA firm   1987 - 1989
ADP  1982 - 1986

Skills
Financial Analysis, Regulatory Reporting, Credit Risk, Team Building, Banking, Derivatives, Risk Management, Securities, Corporate Finance, Financial Services, Finance, Credit, Basel II, Credit Analysis, Analysis, Trading, Auditing, Regulatory Requirements

Education
Columbia University - Columbia Business School   1992 — 1994
MBA, Finance and Marketing

University of Maryland College Park   1984 — 1986
BS, Accounting

Rider University   1978 — 1982
BS in Commerce, Business

Woodbridge Senior High School

Experience
Frontier Communications  June 2014 - Present
Pershing, a BNY Mellon company   2007 - 2012
Charles Schwab  September 2006 - September 2007
SunGard Higher Education Managed Services, Inc.   September 2005 - September 2006
Massey Services, Inc.   September 2004 - September 2005
Sprint  July 2001 - August 2004

Skills
Customer Service, Lotus Notes, Access, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Call Centers, Troubleshooting, PowerPoint, Windows 7, Customer Satisfaction, Windows, Computer Hardware, Team Leadership, Training, Data Entry, Databases, SQL, Technical Support, PeopleSoft

Education
Daytona State College
Computer Information Technology

Experience
Pershing, a BNY Mellon company   November 2014 - Present
McAdam Financially Advanced™  July 2014 - November 2014
Clarion University of Pennsylvania  August 2013 - December 2013
Hartzell's Water Conditioning Inc.   March 2012 - December 2013
Clarion University of Pennsylvania  January 2013 - May 2013
Clarion University of Pennsylvania  May 2010 - March 2012

Skills
Managed Investments, Mutual Fund Wrap, Finance, UMA, SMA, Microsoft Office, Microsoft Excel, Microsoft Word, Google Docs, Higher Education, Microsoft PowerPoint, Microsoft Access

Education
Clarion University of Pennsylvania   2010 — 2013
Bachelor of Science in Business Administration, Finance and Business Economics, 4.0

Experience
STRAP CORP   May 2013 - Present
Kettle  June 2015 - August 2015
K Street Partners  April 2015 - May 2015
McKinsey & Company  December 2014 - January 2015
Pershing, a BNY Mellon company   July 2014 - September 2014
ACE Portal   February 2014 - July 2014
Digital Pulp  November 2013 - January 2014
Siteworx, LLC  June 2013 - October 2013
Sotheby's International Realty  January 2012 - September 2013
Rhythm NewMedia  October 2010 - January 2012

Skills
UX/UI/IA, Project Management, Art Direction, Information Architecture, User Experience Design, Pitching Ideas, User Experience, Creative Direction, Product Design, Interaction Design, User Interface Design, Wireframes, Digital Strategy, Graphic Design, SEO, Illustrator, Digital Marketing, Web Design, Gap Analysis, Budget Setting, Vendor Management, Contract Negotiation, Content Strategy, Social Media, Photoshop, Adobe Creative Suite, Budgets, Digital Media, Mobile Devices, New Media, InDesign, Concept Development, Google Analytics, Online Advertising, Creative Strategy, Video, Mobile Marketing, Experience Design, User-centered Design, Mobile Design, User Interface, Visual Communication, Logo Design, PPC, Strategy, E-commerce, Advertising, Analytics, Management

Education
Parsons School of Design   2006 — 2007
AAS

Columbia University in the City of New York   2005 — 2005

The Johns Hopkins University   2000 — 2004
B.A.

Park Tudor   1996 — 2000

Experience
Pershing, a BNY Mellon company   February 2014 - Present
TD  August 2011 - January 2014
Rockledge Hearing Center   May 2008 - August 2011

Skills
Banking, Financial Analysis, Time Management, Cash Management, Finance, Microsoft Excel, PowerPoint, Teamwork, Outlook, Customer Service, Microsoft Word, Data Entry, Microsoft Office, Business Analysis, Legal Research, Project Management, Database Administration, Leadership, Legal Writing, Learning Quickly, Motivated self-starter, Adaptability, Novell Netware, Entrepreneurship, Compliance, Healthcare Industry, Financial Services, Analysis

Education
Temple University - Fox School of Business and Management   2012 — 2013
Bachelor of Business Administration (B.B.A.), Legal Studies, General

Bucks County Community College   2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General

Experience
Pershing, a BNY Mellon company   April 2013 - Present
TD Ameritrade Clearing, Inc   January 2011 - July 2012
TD Ameritrade Services Company   January 2006 - January 2011
TD Ameritrade Services Company   January 2004 - January 2006
Advanced Clearing, Inc   January 2001 - January 2004
Ameritrade, Inc  January 1998 - January 2001

Skills
Series 24, FINRA, Series 7, Securities, Series 63, Investments, Options, Mutual Funds, Brokerage, Trading, Insurance, Financial Services, Management, Securities Regulation, Mergers & Acquisitions, Risk Management, Uniform Combined State..., Due Diligence, Corporate Law, Financial Risk, ETFs

Education
Creighton University
Bachelor of Arts (B.A.), Political Science and Government

Creighton University School of Law
Doctor of Law (J.D.), Political Science and Government

Experience
Chubb Insurance  June 2012 - Present
Pershing, a BNY Mellon company   October 2008 - May 2012
IDT Telecom  June 2004 - July 2008
Towers Perrin  April 2003 - April 2004
JP Morgan Fleming Asset Management   April 1996 - January 2003
Union Bank of Switzerland  July 1990 - April 1996

Skills
Project Management, Microsoft Office, Social Media, Event Planning, Analysis, Process Improvement, Time Management, Cost Containment, Human Resources, Executive Calendar..., New Hire Orientations, Sales, Budgets

Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, International Marketing

Experience
Pershing, a BNY Mellon company   March 2011 - Present
ATSC  August 2005 - January 2011
Coldwell Banker  2005 - 2006
CDI Corporation  2003 - 2005
CSC  September 1991 - August 2003

Skills
Business Analysis, Project Management, Risk Management, Insurance, Vendor Management, SDLC, Testing, Program Management, Requirements Analysis, Process Improvement, Software Project..., Visio, Business Process..., Requirements Gathering, Business Intelligence, PMP, PMO, Leadership, Management, Integration, Software Documentation, Business Process, Business Requirements, Quality Assurance, Project Portfolio..., CRM, IT Strategy, Software Conversions, Program Implementation, Data Conversion, System Conversion, Business Strategy, Agile Methodologies, Agile Project Management, Systems Analysis, Strategic Planning, Change Management, Account Management, Resource Management, Team Building, Business Process..., Consulting, Salesforce.com, Data Warehousing, SharePoint, Analysis, User Acceptance Testing, Business Development, Enterprise Architecture

Education
Ashford University   2010 — 2017
Psychology

Spring Valley

Spring Valley

Experience
Pershing, a BNY Mellon company  

Skills
Project Management, Business Analysis, Financial Services, Vendor Management, Program Management, PMO

Education
Baruch College, City University of New York (CUNY)   1986 — 1993
Bachelor of Business Administration (B.B.A.), Accounting

Experience
State Street  September 2013 - Present
Pershing, a BNY Mellon company   May 2010 - July 2013
Penn Mutual  2006 - 2009
Taylor Nelson Sofres Telecoms   2005 - 2006
T. Rowe Price  2004 - 2005
Comcast Cable  2003 - 2004
RMH Teleservices  2003 - 2003
SEI  2003 - 2003

Skills
Management, Access, Financial Analysis

Education
Clemson University   1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis

Experience
Pershing, a BNY Mellon company   October 2014 - Present
Pershing, a BNY Mellon company   February 2011 - October 2014
Ruggie Wealth Management   June 2007 - December 2008

Skills
Securities, AML, Risk Management, Portfolio Management, Series 7, Investments, Operational Risk, OFAC, Financial Risk, Mutual Funds, Due Diligence, Financial Services, Anti Money Laundering, KYC, Finance, Hedge Funds, FINRA

Education
Boston University
Master of Science (M.S.), Banking and Financial Management

University of Central Florida - College of Business Administration   2006 — 2008
B.S., Finance

Gemological Institute of America-New York
Diamonds

Experience
LendingTree  September 2015 - Present
LendingTree  January 2015 - Present
Northwestern Mutual  April 2014 - November 2014
Vanguard  September 2013 - February 2014
Pershing, a BNY Mellon company   June 2012 - August 2012

Education
Clemson University - College of Business and Behavioral Science   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services

Experience
BNY Mellon  September 2013 - Present
Pershing, a BNY Mellon company   July 2010 - August 2013
PNC Global Investment Servicing  October 2000 - July 2010
Mutualfunds.com   2000 - 2000
Natixis  1993 - 2000

Skills
Product Management, Management, Mutual Funds, Financial Services, Series 7, Relationship Management, Asset Management, Wealth Management, Investments, Series 24, Investment Advisory, Alternative Investments, Strategy, Securities

Education
Boston College   1989 — 1993
BS, Economics & Marketing

Experience
Pershing, a BNY Mellon company   July 2014 - Present
Kimco Realty Corporation  June 2011 - Present
GMAC  May 2008 - June 2010
Merrill Lynch  October 2006 - May 2008
Merrill Lynch  January 1999 - October 2006
QED Information Systems   January 1997 - January 1999
MCMASTER CARR SUPPLY CO  1994 - 1996
American Red Cross  1993 - 1993

Skills
Media Relations, Marketing Communications, Public Relations, Technical Writing, Press Release..., Dreamweaver, InDesign, Adobe Creative Suite, Web Design, PMO, Crisis Communications, Internal Communications, Social Media Marketing, Graphic Design, Digital Media, Corporate Social..., CSS Javascript, Event Planning, Certified Information..., SharePoint, Corporate Branding, Market Research, Business Strategy, AP Style, Annual Reports, Software Project..., Corporate Blogging, Agency Relationship..., Town Hall Meetings, Performance Dashboards, Photoshop, CMS, Visio, Cvent, Illustrator, PowerPoint, Budget Process, Employee Surveys, HTML 5, Newsletters, Email Marketing, Leadership, Marketing

Education
Drexel University - LeBow College of Business   1998 — 2000
MBA, Business

Mercer County Community College
Web Page, Digital/Multimedia and Information Resources Design

University of Pennsylvania
BA, English, Psychology

Experience
Carriage Barn Arts Center   June 2013 - June 2015
Pershing, a BNY Mellon company   1999 - 2003
Bramwell Capital Management   July 1998 - August 1998
Christie's  1992 - 1997

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Team Building, Project Management, Leadership, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   1997 — 1999
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations, Magna Cum Laude

Boston College   1988 — 1992
Bachelor of Arts (B.A.), Art History, Cum Laude

Experience
Various Financial Services Entities   2015 - Present
Fannie Mae  2012 - 2015
Fannie Mae  2010 - 2012
Fannie Mae  2005 - 2009
Pershing, a BNY Mellon company   2001 - 2005
Refco  1994 - 2001

Skills
Finance, Financial Services, Portfolio Management, Risk Management, Loss Mitigation, Credit, Valuation, Leadership, Financial Reporting, Strategic Planning, Financial Analysis, Mortgage Banking, Credit Risk, Process Improvement, Banking, Financial Modeling, Business Analysis, Financial Risk, Analysis, Executive Management, Series 7, series 24, series 27, Corporate FP&A

Education
Drew University
Bachelor of Arts (B.A.), Political Science / Economics

Experience
Pershing  April 2007 - Present
Lehman Brothers Inc.  2006 - 2007
Pershing  2005 - 2006
Pershing, a BNY Mellon company   2004 - 2005
Pershing  2002 - 2004
iNautix Technologies  2000 - 2002
Brown Brothers Harriman  1999 - 2000
Brown Brothers Harriman  1998 - 1999
Brown Brothers Harriman  1997 - 1998
The Bank of New York  1994 - 1996

Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...

Education
Boston College   1989 — 1993
Bachelor of Arts (B.A.)

Experience
Broadway Video  June 2015 - Present
NBCUniversal, Inc.   February 2014 - June 2015
AdLab  January 2013 - May 2013
The Daily Free Press  September 2012 - May 2013
Boston University  June 2012 - May 2013
Brookline Access Television  September 2012 - December 2012
Pershing, a BNY Mellon company   October 2008 - August 2009

Skills
Copywriting, Social Media, Copy Editing, Video Production, Communication Skills, Digital Journalism, Final Cut Pro, Avid Media Composer, Data Entry, Clerical Work, Microsoft Word, Microsoft Excel, Research

Education
Boston University   2009 — 2013
Bachelor of Science (B.S.), Film and Television

James J. Ferris High School   2005 — 2009

Experience
BNY Mellon Asset Services   March 2012 - Present
Pershing, a BNY Mellon company   February 2005 - March 2012

Skills
Financial Services, Asset Servicing, Client Services, Client Relations, Securities, Equities, Client Interfacing..., Team Leadership, Supervisory Skills, Relationship Management, Global Custody, Custodial Services, Fund Administration, Mutual Funds, Fixed Income, Financial Reporting, Account Reconciliation, Accounting, High Net Worth..., Clearing Services, Fund Accounting, Equity Derivatives, Options, Corporate Actions, Microsoft Excel, Bloomberg, Microsoft Office

Education
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Finance, General

Experience
Pershing, a BNY Mellon company   July 2013 - Present
Thomson Reuters  June 2011 - March 2013
SunGard  June 2007 - June 2011
IBM Global Services  January 2007 - June 2007
Capgemini  May 2005 - January 2007
BearingPoint  November 2003 - June 2005
Automated Financial Systems  July 2000 - November 2003
Trademine. com Securities, LLC   January 2000 - June 2000
US Clearing  October 1997 - December 1999
State Street Research  February 1996 - October 1997

Skills
Product Management, Wealth Management, Management Consulting, Customer Relations, Strategic Planning, Product Strategy, Digital Product..., Business Strategy, Customer Service, Business Development, Project Management, Strategy, Process Improvement, Management, Competitive Analysis, CRM, Product Development, Change Management, Strategic Partnerships, Integration, Analysis, Financial Services, Market Research, Business Analysis, Outsourcing, Agile Methodologies, Mobile Devices, Leadership, Team Leadership, Marketing, Training, Banking, B2B, Vendor Management, Sales, Start-ups, Product Marketing, SaaS, Analytics, Contract Negotiation, Salesforce.com, Mobile Applications, Market Analysis, Operations Management, Business Intelligence, Enterprise Software, Business Requirements, Business Process..., Program Management, Cloud Computing

Education
Hofstra University   1999 — 2002
MBA, Banking and Finance

Boston University   1991 — 1995
BA, Biology

Experience
Pershing, a BNY Mellon company   November 2012 - Present
Pershing  November 2010 - Present
Pershing  April 2008 - November 2010
Merck & Co., Inc.   March 2006 - September 2007
Merck  January 2005 - March 2006
Merck  February 2001 - January 2005
Merck  September 1993 - February 2001
Merck  September 1989 - September 1993
Johnson & Johnson  May 1985 - September 1989

Skills
Data Privacy, Financial Risk, Information Security, Privacy Law, Program Management, Information Technology, Vulnerability Management, Data Security, Team Management, Computer Security, Outsourcing, Enterprise Software, Security, Project Portfolio..., PMP, Application Security, Integration

Education
Capella University
Bachelor of Science, Information Technology

Experience
Rylem  August 2013 - June 2014
Randstad  September 2012 - June 2013
REI  April 2012 - September 2012
REI  July 2010 - May 2011
REI  July 2009 - May 2011
Omega Institute for Holistic Studies  June 2004 - October 2004
Pearson North America  April 2004 - May 2004
Pershing, a BNY Mellon company   September 2003 - 2004
The Best Thief in the World   July 2003 - August 2003
Pearson North America  October 2002 - April 2003

Skills
Animation, Storyboarding, Art, Film, Customer Service, Customer Satisfaction, Stop Motion, 3D, Maya, Character Animation, Microsoft Office, Microsoft Excel, Social Media

Education
Animation Mentor   2009 — 2011
Animation

De Anza College   2008 — 2008
Animation

Film Arts Foundation   1998 — 1999
Workshops in: Animation, Film Production

Bard College   1993 — 1997
B.A., Film

Experience
Pershing, a BNY Mellon company   August 2015 - Present
Vanguard  December 2013 - August 2015
Vanguard  December 2011 - December 2013
Vanguard  August 2011 - December 2011
Vanguard  October 2007 - August 2011
Vanguard  December 2003 - October 2007
Vanguard  December 2000 - December 2003
Vanguard  December 1998 - December 2000
Ames Department Stores  July 1998 - November 1998

Skills
Series 63, Strategy, Financial Modeling, Equities, Investment Management, Investments, Mutual Funds, Risk Management, Management, Asset Allocation, Leadership, Project Management

Education
CFA Institute
Chartered Financial Analyst (CFA) Designation

Albright College   1994 — 1998
B.S., Business Management/Political Science

Hollis   1990 — 1994

Experience
Infosys  May 2015 - Present
BeeHave   May 2014 - April 2015
Princeton Financial Systems, a State Street Company   September 2011 - May 2014
BNY Mellon  April 2006 - September 2011
Pershing, a BNY Mellon company   November 2004 - April 2006
West Financial Services  August 2002 - November 2004
Emcore Corporation  November 1996 - August 2002

Skills
Product Management, Relationship Management, Product Marketing, Marketing, Strategic Planning, Project Management, Product Development, Business Development, Vendor Management, Sales, Financial Services, Business Analysis, Strategy, Lead Generation, Competitive Analysis, Strategic Partnerships, Market Research, Marketing Strategy, Leadership, Management, Enterprise Software, CRM, Consulting, Business Planning, Risk Management, Mergers & Acquisitions

Education
New Jersey Institute of Technology
MS, Environmental Chemical Sciences

Clarkson University
BS, Technical Communications (Biology and Chemistry)

Experience
Meeder Investment Management  August 2015 - Present
Ohio Treasurer of State  July 2013 - August 2015
Pershing, a BNY Mellon company   July 2011 - June 2013
Curtis, Mallet-Prevost, Colt & Mosle LLP   June 2004 - July 2011
Graubard Miller  September 2001 - June 2004

Education
Fordham University School of Law   1998 — 2001
J.D., 2001

Connecticut College   1994 — 1998
B.A., Government

London School of Economics and Political Science   1996 — 1997
General Course Certificate, European Union Law and Politics

Experience
Pershing, a BNY Mellon company   October 2013 - April 2015
J.P. Morgan Chase & Co.   December 2012 - October 2013
Knight Capital Group  July 2010 - December 2012
Citigroup-Morgan Stanley Smith Barney (MSSB)   November 2005 - July 2010
Banc of America Securities  June 2004 - November 2005
SG Fimat   March 2003 - June 2004
NASD (now FINRA)   March 2000 - March 2003

Skills
USA PATRIOT Act, KYC, Auditing, AML, Bank Secrecy Act, CIP, OFAC, Surveillance, Compliance, Due Diligence, Background Checks, FINRA, Fraud, Mantas, Actimize, World Check, Westlaw, Sanction, Investigations, BSA, Sanctions, Fraud Investigations, Managerial Experience, Lexis Nexis, Norkom, Choicepoint, Factiva

Education
City University of New York-Brooklyn College   1992 — 1997

Experience
Pershing, a BNY Mellon Company   1996 - Present
Electronic Data Systems  1994 - 1996
Republic National Bank, Barclays Bank, Bankers Trust   1990 - 1994

Skills
PMBOK, SDLC, PMO, PMP, ITIL, Earned Value Management, CMM, Vendor Management, IT Governance, Program Management, Process Improvement, Project Portfolio..., Software Project..., Six Sigma, Project Planning, PMI, Project Delivery, Project Management, Risk Management, Budget, Brokerage, Trading Systems, Clearing, Billing Systems, Investments, Web Project Management, MBA, Computer Science, Talent Management, Interviewing Skills, Financial Analysis, IT Operations, Operations Management, Software Development, Product Management, Governance, Budgets, Leadership, Business Process, Resource Management, Visio, Offshoring, Multi-location..., Multi-Location..., Executive Level..., Customer Engagement, Strategy, Management, Financial Services, Agile Project Management

Education
Marist College   2004 — 2008
MBA, Management

Kean University   1996 — 1998
MS, Management Systems Analysis (MIS)

City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Management

Archbishop Molloy

Experience
Pershing, a BNY Mellon company   September 2005 - Present
Fidelity Investments  May 2000 - September 2005
King Keller, Inc   September 1986 - April 2000

Skills
Business Analysis, Strategy, Competitive Analysis, Analytics, Strategic Planning, Business Development, Competitive Intelligence, Market Research, Marketing Strategy, Product Management, Series 7, Mutual Funds, Financial Services

Education
Boston College   1980 — 1984
Economics, Economics

Experience
Credit Suisse  May 2015 - Present
Pershing, a BNY Mellon company   March 2015 - May 2015
Citi  November 2014 - February 2015
BNY Mellon  June 2012 - October 2014
Barclays Capital  July 2011 - December 2011
UBS Investment Bank, London, UK   December 2008 - August 2009
Merrill Lynch – Bank of America, London, UK   August 2008 - December 2008

Skills
Customer Relations, Excel, Word, Microsoft Office, Investment Banking, Financial Analysis, Corporate Finance, Business Analysis, Access, Accounting, Outlook, Banking, Pivot Tables, PowerPoint, Reconciliations, International Business, Account Reconciliation, Auditing, Equities, Financial Modeling, Microsoft Word, Project Management, Microsoft Excel, Risk Management

Education
Naresuan University   2009 — 2009
Certificate in International Business Practice– Asia Pacific Region, Business Administration

American International College   2008 — 2009
MBA, International Business

Hampton University   2004 — 2008
Bachelors, Finance

Experience
Pershing, a BNY Mellon company   July 2013 - Present
Morgan Stanley Wealth Management  January 2013 - June 2013
Pershing  August 2010 - January 2013
UPS  October 2005 - May 2010
pershing  1998 - 2004
Clover  1988 - 1996

Skills
SQL Tuning, DB2, z/OS, Mainframe, Stored Procedures, Database Design, JCL, Relational Databases, SDLC, Database Administration, Performance Tuning, Databases, COBOL

Education
Chubb Institute of Technology   1996 — 1997
Programming

Temple University - Fox School of Business and Management   1985 — 1988
bachelors, busineess management

Drexel University   1982 — 1983

Experience
Barclays Investment Bank  March 2014 - Present
Credit Suisse  May 2011 - November 2013
Alliance Bernstein  March 2007 - May 2011
Pershing, a BNY Mellon company   2000 - 2007
Fidelity Investments  2000 - 2001

Skills
Fixed Income, Equities, Derivatives, Market Data, Options, Quality Center, Bloomberg Terminal, S&P, Asset Control, Hedge Funds, Financial Markets, User Acceptance Testing, Bloomberg, Corporate Actions, Analysis, Asset Allocation, Back Office, Banking, Business Requirements, Credit Derivatives, Due Diligence, Risk Management, Series 63, Swaps, Trading Systems, Strategy, Wealth Management, Requirements Analysis, Training, Finance, Securities, Financial Services

Education
Dowling College   1995 — 2000
BA, Business Management

Dowling College   1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
BNY Mellon  April 2012 - Present
Pershing, a BNY Mellon company   2000 - 2012

Skills
Series 24, Series 7, Fixed Income, Fixed Income Products, Electronic Trading, Hedge Funds, Equities, Series 63, Securities, FINRA, Financial Markets, ETFs, Trading Systems, Structured Products, Prime Brokerage, Alternative Investments, FX Options, Equity Trading, Derivatives, Capital Markets, Options, Bloomberg, Bonds, Mutual Funds, Trading, Equity Derivatives

Education
Clemson University   1979 — 1983
B.S., Financial Management

Experience
Pershing, a BNY Mellon company   April 2010 - Present
Morgan Stanley Investment Management  2000 - 2009
Delaware Investments  1997 - 2000
Federated Department Stores  1995 - 1997
SEI  1994 - 1995

Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts

Education
Boston College   1990 — 1994
BS, Finance and Marketing

Experience
Mitsui OSK Lines  October 2014 - Present
Pershing, a BNY Mellon company   March 2014 - September 2014
GE Healthcare  April 2007 - December 2013
Thermo Fisher Scientific  2004 - 2007
Bristol-Myers Squibb  1997 - 2004

Skills
Software Documentation, Technical Writing, FrameMaker, Technical Documentation, Editing, Technical Communication, Medical Devices, RoboHelp, Online Help, Agile Methodologies, Digital Imaging, Release Notes, IQ/OQ documentation, 21 CFR Part 11, Lifesciences, Biotechnology, MadCap Flare, SnagIt, Illustrator, Photoshop, DITA, Content Management, Brand Management, Tortoise SVN, Ambulance, First Responder, Manuals, Project Management, Quality Assurance, EMS, Emergency Medical, Life Sciences

Education
City University of New York-Hunter College   1978 — 1982
BA, Psychology, Biology/Sociology minors

City University of New York-Hunter College   1983 — 1985
MS, Computer Science

Middlesex County College   1995 — 1997
AAS, Medical Lab Technology

Experience
BNY Mellon  August 2012 - Present
Pershing, a BNY Mellon company   May 2010 - August 2012
Stifel Nicolaus  July 1999 - August 2009
Fiserv EFT  October 1996 - July 1999
Fiserv EFT  February 1992 - October 1996
Philadelphia Stock Exchange  September 1991 - February 1993

Skills
Mutual Funds, Series 7, Series 24, Asset Management, Portfolio Management, Due Diligence, Securities, Wealth Management, Corporate Actions, Back Office, Series 63, Managing Accounts, Bloomberg, Financial Services, Separately Managed..., Trading, Fixed Income, Investments, Equities, Bonds, FINRA, Asset Allocation

Education
Drexel University   1988 — 1992

North Catholic

Experience
Pershing, a BNY Mellon company   May 2015 - Present
JPMorgan Chase  July 2012 - January 2015
Bank of America Merrill lynch  October 2009 - December 2011
UPS  June 2007 - April 2009
Citigroup  August 2005 - May 2007
JP Morgan Chase  March 2001 - January 2005
Salomon Smith Barney  May 1999 - February 2001
Fidelity Investments  February 1998 - February 1999

Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Access, COBOL, CICS, Mainframe, DB2, VSAM, JCL, Data Modeling, Fileaid, IBM Mainframe, QMF, SPUFI, MVS, IBM Utilities, Intertest, Xpediter, Microsoft Project, PowerPoint, SharePoint, HP Quality Center, Agile Methodologies, Data Analysis, Data Migration, Data Mining, Microsoft Excel, MS Excel Pivot Tables, User Acceptance Testing, Requirements Analysis, SQL, Software Documentation, Integration

Education
Chiron Training Center   2009 — 2009
Certificate, Comprehensive Business Analysis

City University of New York-Brooklyn College   1992 — 1994
School of Continuing Studies, Managerial Accounting, Economics, Taxation, Non-Degree Program

Kiev University of Economics   1977 — 1982
B.S. Statistics and Economics, Statistics, Economics, Computer Programming

Experience
RBC Wealth Management  June 2010 - Present
Bear Stearns/JP Morgan  April 2002 - May 2010
Pershing, a BNY Mellon company   1992 - 2002

Education
Cornell University
BS, Business Management

Experience
Pershing, a BNY Mellon Company   August 2014 - Present
Foundry9  2008 - Present
Green Light Design Studios   2002 - 2008
Focint   2000 - 2002
Design Management   1997 - 2000

Skills
Interaction Design, Creative Direction, Graphic Design, User Interface Design, User Experience, Web Design, Advertising, Illustrator, Art Direction, Social Media, Flash, Brand Development, Marketing, E-commerce, Online Advertising, Mobile Devices, Interactive Advertising, Information Architecture, Mobile Marketing, Creative Strategy, Digital Strategy, User-centered Design, Experience Design, Email Marketing, Integrated Marketing, Direct Mail, Digital Marketing, Digital Media, Copywriting, Concept Development, Interactive Marketing, User Experience Design, SEO, Web Analytics

Education
Dickinson College

Ridgewood High School

Experience
Pershing, BNY Mellon   December 2012 - Present
Pershing, a BNY Mellon company   December 2012 - Present
Nirvana Solutions LLC   January 2000 - December 2012
Kforce  January 2001 - October 2012
UPS  2008 - 2012
UPS  1998 - 2008
Pinnacle System Inc   1997 - 2000

Skills
Enterprise Software, Custom Software..., J2EE, c#, microsft application..., IVR, ASP.NET AJAX, Windows Services, ClickOnce, Microsoft SQL Server, Oracle 11g database, VB.NET, .NET Remoting, XSLT, Web Design, XPATH, SSIS, Concurrency, JAXB,...

Education
IIT Madras   1980 — 1982
MTech, Electrical Engineerig

BITS Pilani   1975 — 1980
BTECH, EEE

Experience
Traiana  April 2013 - Present
Alpha Consulting  March 2012 - Present
Bed Bath & Beyond  February 2008 - January 2012
Pershing, a BNY Mellon company   1999 - 2007

Skills
Data Analysis, Retail, Microsoft Excel, Microstrategy, Active Directory..., Windows 7 Migration, Lotus Notes, Access

Education
DeVry University-New Jersey   1993 — 1995

Experience
Pershing, a BNY Mellon company   1989 - 2001

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Outlook, Event Planning, Data Entry, Social Media, Research, Sales, Spanish, Time Management, Marketing, Teamwork, Editing

Education
Drew University   1985 — 1989
Bachelor of Arts (B.A.), Spanish Language and Literature

Experience
Morgan Stanley  July 2014 - Present
Pershing, a BNY Mellon company   June 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, Microsoft Word

Education
College of the Holy Cross   2010 — 2014

Experience
Pershing, a BNY Mellon company   September 2014 - Present
Capco  September 2014 - Present
Infosys Technologies Ltd  June 2008 - September 2014
Goldman Sachs  June 2008 - September 2014
Infosys  October 2005 - June 2008
Infosys  April 2003 - October 2005
Infosys  June 2001 - April 2003

Skills
Software Project..., Global Delivery, SDLC, Requirements Analysis, Business Analysis, Securities Market, Testing, Software Development, Agile Project Management, Securities Clearance &..., PMO, Vendor Management, Equities Technology, Fixed Income Technology

Education
College of Engineering, Guindy   1997 — 2001
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering

Experience
Pershing, a BNY Mellon company   July 2013 - Present
Pershing, a BNY Mellon company   July 2011 - July 2013
Pershing  July 2010 - August 2011
Pershing  August 2006 - July 2010
Aflac  July 2005 - July 2006
SEI  July 1998 - June 2005
Vanguard  June 1997 - July 1998

Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management

Education
Villanova University   2014 — 2014
Master Certificate in Project Management, Project Management

Penn State University   2012 — 2013
Certficate, Software Quality Control

Albright College   1992 — 1995
Bachelor of Arts (B.A.), History

Experience
Allerton Equine LLC   August 2012 - Present
Pershing, a BNY Mellon company   July 2010 - August 2011
Pershing, a BNY Mellon company   January 2006 - July 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Team Leadership

Education
Cleveland State University   2013 — 2013
Master of Business Administration (M.B.A.)

Valley Forge Christian College   2001 — 2005
Business Administration and Management, General

Experience
MetLife  August 2003 - Present
Credit Suisse  June 2001 - February 2002
Pershing, a BNY Mellon company   October 1999 - May 2000
Prudential Insurance  March 1998 - October 1998
Coopers & Lybrand  October 1997 - June 1998
ADP  September 1989 - June 1996
AT&T  July 1969 - February 1987

Skills
Data Analysis, Data Modeling, Data Warehousing, Data Management, Data Quality, Data Administration, Dimensional Modeling, Mainframe, ETL, Databases, Systems Analysis, Erwin, Database Design, SDLC, Business Analysis, Visio, Business Intelligence, Requirements Gathering, Software Development

Education
Cleveland Institute of Electronics   1970 — 1974
(Incomplete), Electrical and Electronics Engineering

Experience
Pershing, a BNY Mellon company   October 1995 - Present

Education
City University of New York-Herbert H. Lehman College   1985 — 1987
Master of Science (M.S.), Computer Science

Queens College   1978 — 1983
Bachelor's degree, Computer Science

Experience
Pearland Brokerage   August 2014 - Present
Pershing, a BNY Mellon company   June 2013 - August 2013
Mouse Squad  July 2009 - June 2010

Skills
Process Improvement, Analysis, Accounting, Account Reconciliation, Accounts Receivable, Journal Entries, Microsoft Excel, Financial Reporting, QuickBooks, Accounts Payable, Microsoft Office

Education
City University of New York-Hunter College   2011 — 2015
Bachelor’s Degree, Accounting, GPA: 3.7 MAJOR GPA: 3.7

Universidad Nacional de Mar del Plata   2014 — 2014
Introduction to Spanish 1 and 2 (Study Abroad Program), GPA: 4.0