Pershing, a BNY Mellon company
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Pershing, a BNY Mellon company Employees
Employee
Years
Job
Industry
Kimberly Troy Kimberly Troy's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Product Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Pershing, a BNY Mellon company February 2012 - April 2014
Pershing, a BNY Mellon company December 2009 - February 2012
Lockwood Advisors, Inc. July 1996 - December 2009
Smith Barney Consulting Services December 1987 - February 1996
Skills
Fixed Income, Mutual Funds, Equities, Financial Services, Portfolio Management, Series 7, Alternative Investments, Securities, Hedge Funds, Wealth Management, Asset Management, Investments, ETFs, Asset Allocation, Series 63, Risk Management, Financial Modeling
Education
Goldey-Beacom College
Pershing, a BNY Mellon company April 2014 - Present
Pershing, a BNY Mellon company February 2012 - April 2014
Pershing, a BNY Mellon company December 2009 - February 2012
Lockwood Advisors, Inc. July 1996 - December 2009
Smith Barney Consulting Services December 1987 - February 1996
Skills
Fixed Income, Mutual Funds, Equities, Financial Services, Portfolio Management, Series 7, Alternative Investments, Securities, Hedge Funds, Wealth Management, Asset Management, Investments, ETFs, Asset Allocation, Series 63, Risk Management, Financial Modeling
Education
Goldey-Beacom College
Jill Ostergaard Jill Ostergaard's Pershing, a BNY Mellon company Experience 1995 - 1998
Job Managing Director & Chief Compliance Officer at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank March 2012 - Present
Morgan Stanley February 1998 - March 2012
Pershing, a BNY Mellon company 1995 - 1998
US Securities and Exchange Commission August 1992 - August 1995
Skills
Compliance, Public Speaking, Management, Strategic Policy..., Regulatory Policy, Regulatory Affairs, Procedure Development, Capital Markets, Equities, Derivatives, Investment Banking, Policy, Investment Management, Fixed Income, FINRA, Trading, Securities
Education
Loyola University Chicago School of Law 1989 — 1992
Doctor of Law (JD)
Hope College 1982 — 1986
Bachelor of Arts (BA), History
Lakeshore High School 1978 — 1982
Barclays Investment Bank March 2012 - Present
Morgan Stanley February 1998 - March 2012
Pershing, a BNY Mellon company 1995 - 1998
US Securities and Exchange Commission August 1992 - August 1995
Skills
Compliance, Public Speaking, Management, Strategic Policy..., Regulatory Policy, Regulatory Affairs, Procedure Development, Capital Markets, Equities, Derivatives, Investment Banking, Policy, Investment Management, Fixed Income, FINRA, Trading, Securities
Education
Loyola University Chicago School of Law 1989 — 1992
Doctor of Law (JD)
Hope College 1982 — 1986
Bachelor of Arts (BA), History
Lakeshore High School 1978 — 1982
Najee Ingram Najee Ingram's Pershing, a BNY Mellon company Experience August 2013 - Present
Job Trade Specialist
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2013 - Present
Vanguard 2010 - 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Financial Analysis, Analysis, Retirement Planning, Bloomberg
Education
Hampton University 2005 — 2009
Finance
Pershing, a BNY Mellon company August 2013 - Present
Vanguard 2010 - 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Financial Analysis, Analysis, Retirement Planning, Bloomberg
Education
Hampton University 2005 — 2009
Finance
Babita Bissessar's Pershing, a BNY Mellon company Experience October 2012 - Present
Job Mutual Funds Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2012 - Present
JPMorgan Chase October 2010 - December 2011
JPMorgan Chase October 2010 - December 2011
Barclays Capital September 2003 - August 2010
Lehman Brothers 2003 - 2010
Bear Stearns October 1999 - September 2003
CIBC Oppenheimer Corp September 1988 - October 1999
Skills
Fixed Income, Equities, Derivatives, Securities, Series 7, Bloomberg, Middle Office, Capital Markets, Investment Banking, Mutual Funds, Prime Brokerage, Trading, Hedge Funds, Back Office, Series 63, Corporate Actions, Equity Derivatives, Financial Modeling, Bonds, FX Options, Settlement
Education
Fashion Institute of Technology
Pace University
Associate's degree
Samuel J. Tilden, High School
Pershing, a BNY Mellon company October 2012 - Present
JPMorgan Chase October 2010 - December 2011
JPMorgan Chase October 2010 - December 2011
Barclays Capital September 2003 - August 2010
Lehman Brothers 2003 - 2010
Bear Stearns October 1999 - September 2003
CIBC Oppenheimer Corp September 1988 - October 1999
Skills
Fixed Income, Equities, Derivatives, Securities, Series 7, Bloomberg, Middle Office, Capital Markets, Investment Banking, Mutual Funds, Prime Brokerage, Trading, Hedge Funds, Back Office, Series 63, Corporate Actions, Equity Derivatives, Financial Modeling, Bonds, FX Options, Settlement
Education
Fashion Institute of Technology
Pace University
Associate's degree
Samuel J. Tilden, High School
Thomas Main Thomas Main's Pershing, a BNY Mellon company Experience October 2007 - April 2011
Job Line Cook at Marta
Industry Food & Beverages
Experience
Union Square Hospitality Group October 2015 - Present
Spirit Cruises June 2015 - Present
Lime Brokerage LLC 2011 - 2014
Pershing, a BNY Mellon company October 2007 - April 2011
Skills
Series 7, Series 63, Insurance
Education
International Culinary Center 2015 — 2015
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.)
Union Square Hospitality Group October 2015 - Present
Spirit Cruises June 2015 - Present
Lime Brokerage LLC 2011 - 2014
Pershing, a BNY Mellon company October 2007 - April 2011
Skills
Series 7, Series 63, Insurance
Education
International Culinary Center 2015 — 2015
State University of New York at Albany 1996 — 2000
Bachelor of Arts (B.A.)
Julia Sheridan's Pershing, a BNY Mellon company Experience June 2015 - Present
Job Pershing BNY Intern
Industry Accounting
Experience
Pershing, a BNY Mellon company June 2015 - Present
Lizza & Associates December 2014 - Present
Felician College January 2013 - Present
Patient Care Coordination - Progressive Spine and Orthopedics June 2012 - Present
Skills
INROADS Candidate, Excellent Knowledge of ..., Proficient in Nolij Web, Well adept in Datatel..., General Ledger
Education
Felician College 2012 — 2016
Bachelor's degree (5yearMBA), Accounting
Pershing, a BNY Mellon company June 2015 - Present
Lizza & Associates December 2014 - Present
Felician College January 2013 - Present
Patient Care Coordination - Progressive Spine and Orthopedics June 2012 - Present
Skills
INROADS Candidate, Excellent Knowledge of ..., Proficient in Nolij Web, Well adept in Datatel..., General Ledger
Education
Felician College 2012 — 2016
Bachelor's degree (5yearMBA), Accounting
Ben Abboudi Ben Abboudi's Pershing, a BNY Mellon company Experience July 2014 - Present
Job at Pershing llc.
Industry Accounting
Experience
Pershing, a BNY Mellon company July 2014 - Present
Amalgamated Life Insurance November 2012 - Present
StubWorld Inc. June 2011 - November 2012
Classique Footwear January 2010 - June 2011
Skills
Accounting, Auditing, Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Bookkeeping
Education
Fairleigh Dickinson University 2011 — 2012
Master's Degree, Accounting
Fairleigh Dickinson University 2010 — 2011
Bachelor's degree, Business
Rockland Community College 2008 — 2010
Associate's Degree, Business Administration
Pershing, a BNY Mellon company July 2014 - Present
Amalgamated Life Insurance November 2012 - Present
StubWorld Inc. June 2011 - November 2012
Classique Footwear January 2010 - June 2011
Skills
Accounting, Auditing, Microsoft Excel, Microsoft Word, QuickBooks, Peachtree, General Ledger, Financial Reporting, Accounts Payable, Accounts Receivable, Financial Accounting, Tax Preparation, Bookkeeping
Education
Fairleigh Dickinson University 2011 — 2012
Master's Degree, Accounting
Fairleigh Dickinson University 2010 — 2011
Bachelor's degree, Business
Rockland Community College 2008 — 2010
Associate's Degree, Business Administration
Steve Fredericks Steve Fredericks's Pershing, a BNY Mellon company Experience March 2013 - Present
Job AML Compliance at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2013 - Present
Skills
Public Speaking, AML, Writing, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Social Media, Facebook, Event Planning, Customer Service, Time Management, Access, Social Networking, Marketing, Public Relations, Fundraising, Financial Analysis, Research, Data Analysis, Social Media Marketing
Education
Hofstra University 2008 — 2012
Bachelor of Arts (B.A.), Global Studies & Geography (Double major)
Pershing, a BNY Mellon company March 2013 - Present
Skills
Public Speaking, AML, Writing, Leadership, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Outlook, Social Media, Facebook, Event Planning, Customer Service, Time Management, Access, Social Networking, Marketing, Public Relations, Fundraising, Financial Analysis, Research, Data Analysis, Social Media Marketing
Education
Hofstra University 2008 — 2012
Bachelor of Arts (B.A.), Global Studies & Geography (Double major)
Kristie Medich's Pershing, a BNY Mellon company Experience October 2012 - Present
Job Legal Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2012 - Present
Deloitte May 2012 - October 2012
Senior Settlements, LLC 2010 - 2011
Wachovia Securities 2004 - 2009
LSKD June 2000 - October 2005
Skills
Litigation, Corporate Law, Legal Assistance, Securities, Legal Compliance, Securities Regulation
Education
Katherine Gibbs School 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General, 3.86
Pershing, a BNY Mellon company October 2012 - Present
Deloitte May 2012 - October 2012
Senior Settlements, LLC 2010 - 2011
Wachovia Securities 2004 - 2009
LSKD June 2000 - October 2005
Skills
Litigation, Corporate Law, Legal Assistance, Securities, Legal Compliance, Securities Regulation
Education
Katherine Gibbs School 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General, 3.86
Andrew Zeplin Andrew Zeplin's Pershing, a BNY Mellon company Experience June 2014 - Present
Job Equity Trader
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
UBS September 2013 - Present
Costco Wholesale May 2012 - Present
Air Centers of Florida January 2013 - January 2013
Aflac March 2012 - September 2012
Ralph Lauren October 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Marketing, Access, Time Management, Management
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelor of Science (B.S.), Finance, 3.57
Indiana University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Finance, 3.52
Bishop Mcdevitt High School 2006 — 2010
Pershing, a BNY Mellon company June 2014 - Present
UBS September 2013 - Present
Costco Wholesale May 2012 - Present
Air Centers of Florida January 2013 - January 2013
Aflac March 2012 - September 2012
Ralph Lauren October 2010 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Marketing, Access, Time Management, Management
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelor of Science (B.S.), Finance, 3.57
Indiana University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Finance, 3.52
Bishop Mcdevitt High School 2006 — 2010
Nicholas Michael Nicholas Michael's Pershing, a BNY Mellon company Experience July 2013 - August 2013
Job Looking for Opportunity in Finance
Industry Capital Markets
Experience
Pentwater Capital Management, LP June 2014 - April 2015
Pershing, a BNY Mellon company July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Bloomberg, Derivatives, Italian, Python, Prime Brokerage, Securities Lending, Fixed Income, Finance, Investments, Data Analysis
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Accounting, Finance, Italian, 3.66/4.00
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Finance, International Relations, 4.00/4.00
Pentwater Capital Management, LP June 2014 - April 2015
Pershing, a BNY Mellon company July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Teamwork, Bloomberg, Derivatives, Italian, Python, Prime Brokerage, Securities Lending, Fixed Income, Finance, Investments, Data Analysis
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Accounting, Finance, Italian, 3.66/4.00
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Finance, International Relations, 4.00/4.00
Bryan Crawford Bryan Crawford's Pershing, a BNY Mellon company Experience June 2006 - August 2006
Job Veteran project, product, and tech professional
Industry Marketing and Advertising
Experience
Salesforce December 2014 - Present
Experian Marketing Services May 2014 - December 2014
Experian Marketing Services September 2012 - May 2014
Experian Marketing Services September 2011 - September 2012
Chubb Group of Insurance Agencies June 2008 - July 2011
Novo Nordisk June 2007 - August 2007
Pershing, a BNY Mellon company June 2006 - August 2006
Skills
Database Marketing, Project Management, Email Marketing, Web Analytics, Digital Strategy, SQL, XML, HTML, Data Analysis, Digital Marketing, Web Development, CSS, Cross Channel Marketing, Business Analysis, Software Development, Relational Data Modeling, SMS, Social Media Marketing, CRM, Databases, Integration, Analysis, Big Data, RESTful WebServices, Project Scope..., Onboarding, Data Integration, CRM Integration, Business Strategy, Requirements Analysis, User Acceptance Testing, COBOL, ETL Tools, Program Management, Analytics, Management, Marketing, Mobile Devices
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Computer and Information Science
Watchung Hills Regional Highschool 2000 — 2004
Salesforce December 2014 - Present
Experian Marketing Services May 2014 - December 2014
Experian Marketing Services September 2012 - May 2014
Experian Marketing Services September 2011 - September 2012
Chubb Group of Insurance Agencies June 2008 - July 2011
Novo Nordisk June 2007 - August 2007
Pershing, a BNY Mellon company June 2006 - August 2006
Skills
Database Marketing, Project Management, Email Marketing, Web Analytics, Digital Strategy, SQL, XML, HTML, Data Analysis, Digital Marketing, Web Development, CSS, Cross Channel Marketing, Business Analysis, Software Development, Relational Data Modeling, SMS, Social Media Marketing, CRM, Databases, Integration, Analysis, Big Data, RESTful WebServices, Project Scope..., Onboarding, Data Integration, CRM Integration, Business Strategy, Requirements Analysis, User Acceptance Testing, COBOL, ETL Tools, Program Management, Analytics, Management, Marketing, Mobile Devices
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science (B.S.), Computer and Information Science
Watchung Hills Regional Highschool 2000 — 2004
Sam Greenough CFP® Sam Greenough CFP®'s Pershing, a BNY Mellon company Experience April 2014 - Present
Job Supervisor at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
West Capital Management October 2013 - February 2014
Vanguard September 2009 - September 2013
Vanguard March 2007 - October 2010
Vanguard February 2005 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Financial Services, Business Analysis, PMO, Personal Financial..., Investments, Leadership, Education, Asset Allocation, Finance, Mutual Funds, Series 63, Wealth Management, Relationship Management, Financial Planning
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Economics and History
Haverford School 1992 — 1999
Pershing, a BNY Mellon company April 2014 - Present
West Capital Management October 2013 - February 2014
Vanguard September 2009 - September 2013
Vanguard March 2007 - October 2010
Vanguard February 2005 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Financial Services, Business Analysis, PMO, Personal Financial..., Investments, Leadership, Education, Asset Allocation, Finance, Mutual Funds, Series 63, Wealth Management, Relationship Management, Financial Planning
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Economics and History
Haverford School 1992 — 1999
Bjorn Franson Bjorn Franson's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Vice President at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Citi August 2005 - July 2015
Morgan Stanley & Co. 2000 - 2005
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Alternative Investments, Securities Lending, Relationship Management, Securities, Private Equity
Education
Hamilton College 1996 — 2000
A.B., Public Policy, Spanish
Holderness School 1992 — 1996
Brookwood School 1989 — 1992
Pershing, a BNY Mellon company August 2015 - Present
Citi August 2005 - July 2015
Morgan Stanley & Co. 2000 - 2005
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Alternative Investments, Securities Lending, Relationship Management, Securities, Private Equity
Education
Hamilton College 1996 — 2000
A.B., Public Policy, Spanish
Holderness School 1992 — 1996
Brookwood School 1989 — 1992
Jack Ventimiglia, MBA's Pershing, a BNY Mellon company Experience January 2011 - December 2012
Job Senior Financial Analyst Verizon
Industry Telecommunications
Experience
Verizon March 2014 - Present
The Newport Group January 2013 - March 2014
Pershing, a BNY Mellon company January 2011 - December 2012
Pershing, a BNY Mellon company June 2009 - January 2011
Skills
Investments, Equities, Customer Service, Microsoft Office, Portfolio Management, Team Building, Cross-functional Team..., Collaborative Problem..., Financial Analysis, Financial Statement..., Private Equity, Leveraged Finance, Cash Flow Forecasting, Cash Flow Statements, Client Liaison, Diversity Training, Strategic Planning, Leadership, Analysis, Mutual Funds, Market Research, Qualified Retirement..., Non-Qualified Deferred..., Institutional..., Risk Management, Capital Markets, Financial Services, Managerial Finance, Microsoft Excel, Business Analysis, Settlement, Asset Allocation, Investment Management, Financial Risk, Financial Modeling, Finance, Corporate Finance, Data Analysis
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master's of Business Administration, Finance, General
Stetson University 2006 — 2009
Bachelor of Business Administration, Finance
Embry-Riddle Aeronautical University 2005 — 2006
Business Aviation, Finance
Verizon March 2014 - Present
The Newport Group January 2013 - March 2014
Pershing, a BNY Mellon company January 2011 - December 2012
Pershing, a BNY Mellon company June 2009 - January 2011
Skills
Investments, Equities, Customer Service, Microsoft Office, Portfolio Management, Team Building, Cross-functional Team..., Collaborative Problem..., Financial Analysis, Financial Statement..., Private Equity, Leveraged Finance, Cash Flow Forecasting, Cash Flow Statements, Client Liaison, Diversity Training, Strategic Planning, Leadership, Analysis, Mutual Funds, Market Research, Qualified Retirement..., Non-Qualified Deferred..., Institutional..., Risk Management, Capital Markets, Financial Services, Managerial Finance, Microsoft Excel, Business Analysis, Settlement, Asset Allocation, Investment Management, Financial Risk, Financial Modeling, Finance, Corporate Finance, Data Analysis
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
Master's of Business Administration, Finance, General
Stetson University 2006 — 2009
Bachelor of Business Administration, Finance
Embry-Riddle Aeronautical University 2005 — 2006
Business Aviation, Finance
Kiyhana Williams Kiyhana Williams's Pershing, a BNY Mellon company Experience October 2008 - June 2009
Job Rental Agent at Fred Anderson Nissan of Raleigh
Industry Automotive
Experience
Fred Anderson Nissan of Raleigh October 2014 - Present
Ross Stores, Inc. October 2013 - October 2014
Guilford College January 2010 - April 2012
Guilford College August 2009 - December 2009
Pershing, a BNY Mellon company October 2008 - June 2009
Skills
Creative Writing, Creative Nonfiction..., Non-profit Leadership, Teaching, Cosmetology, Nail Care, Youth Mentoring, Peer Mentoring, Leadership, Cooking, Administration, Business Intelligence, Customer Service, Microsoft Office
Education
Paul Mitchell the School-Raleigh 2013 — 2014
Cosmetology/Cosmetologist, General
Guilford College 2009 — 2013
Bachelor's Degree, English Language and Literature, General
Fred Anderson Nissan of Raleigh October 2014 - Present
Ross Stores, Inc. October 2013 - October 2014
Guilford College January 2010 - April 2012
Guilford College August 2009 - December 2009
Pershing, a BNY Mellon company October 2008 - June 2009
Skills
Creative Writing, Creative Nonfiction..., Non-profit Leadership, Teaching, Cosmetology, Nail Care, Youth Mentoring, Peer Mentoring, Leadership, Cooking, Administration, Business Intelligence, Customer Service, Microsoft Office
Education
Paul Mitchell the School-Raleigh 2013 — 2014
Cosmetology/Cosmetologist, General
Guilford College 2009 — 2013
Bachelor's Degree, English Language and Literature, General
Steve Chipman Steve Chipman's Pershing, a BNY Mellon company Experience June 1999 - April 2006
Job President &CEO at Foothill Securities, Inc.
Industry Financial Services
Experience
Foothill Securities, Inc. April 2006 - Present
Pershing, a BNY Mellon company June 1999 - April 2006
EVEREN Securities, Inc April 1997 - June 1999
Norcross & Company, Inc January 1991 - April 1997
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Securities, Asset Management, Series 7
Education
University of Massachusetts at Amherst - Isenberg School of Management 1978 — 1982
Bachelors, Business Administration, Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance, General
Foothill Securities, Inc. April 2006 - Present
Pershing, a BNY Mellon company June 1999 - April 2006
EVEREN Securities, Inc April 1997 - June 1999
Norcross & Company, Inc January 1991 - April 1997
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management, Mutual Funds, Financial Services, Securities, Asset Management, Series 7
Education
University of Massachusetts at Amherst - Isenberg School of Management 1978 — 1982
Bachelors, Business Administration, Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute, Finance, General
Ronn Christensen Ronn Christensen's Pershing, a BNY Mellon company Experience January 1985 - April 1992
Job Managing Principal, North Pointe Financial Advisors, Inc. & Black Diamond Marketing Communications, Inc.
Industry Financial Services
Experience
North Pointe Financial Advisors, Inc. March 2012 - Present
Black Diamond Marketing Communications, Inc. September 1999 - Present
Christensen Real Estate January 1979 - March 2012
Stevens & Tate Marketing April 1992 - July 1999
JOH Options April 1992 - April 1993
Pershing, a BNY Mellon company January 1985 - April 1992
Education
Keller Graduate School of Management 1991 — 1992
Marketing Management
Illinois State University 1979 — 1984
BS, Double Major: Business Admin. (Finance concentration) and Speech Communications
North Pointe Financial Advisors, Inc. March 2012 - Present
Black Diamond Marketing Communications, Inc. September 1999 - Present
Christensen Real Estate January 1979 - March 2012
Stevens & Tate Marketing April 1992 - July 1999
JOH Options April 1992 - April 1993
Pershing, a BNY Mellon company January 1985 - April 1992
Education
Keller Graduate School of Management 1991 — 1992
Marketing Management
Illinois State University 1979 — 1984
BS, Double Major: Business Admin. (Finance concentration) and Speech Communications
Christian Ritter Jr's Pershing, a BNY Mellon company Experience August 1999 - Present
Job Assistant Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 1999 - Present
Northeast Securities 1996 - 1998
Education
Fordham University 1990 — 1992
Xavier High School 1986 — 1990
Pershing, a BNY Mellon company August 1999 - Present
Northeast Securities 1996 - 1998
Education
Fordham University 1990 — 1992
Xavier High School 1986 — 1990
Christina Ressegiue Christina Ressegiue's Pershing, a BNY Mellon company Experience June 2014 - July 2014
Job Financial Solutions Advisor, Merrill Edge
Industry Financial Services
Experience
ARAMARK October 2013 - January 2015
Pershing, a BNY Mellon company June 2014 - July 2014
Skills
Marketing, Research, Customer Service, Microsoft Office, Spanish, Management, Public Speaking, Type 75 words/minute, Friendly Personality, Critical Thinking, Finance, Financial Services, Entrepreneurship, Customer Satisfaction, Teamwork, Leadership
Education
University of Florida 2014 — 2015
Master's degree, International Business, 3.78/4.00
University of Florida 2011 — 2015
Bachelor of Science in Business Administration, Finance
Fudan University 2013 — 2013
Study Abroad, Chinese Studies
Gulf Coast High School 2007 — 2011
Laureate Diploma
ARAMARK October 2013 - January 2015
Pershing, a BNY Mellon company June 2014 - July 2014
Skills
Marketing, Research, Customer Service, Microsoft Office, Spanish, Management, Public Speaking, Type 75 words/minute, Friendly Personality, Critical Thinking, Finance, Financial Services, Entrepreneurship, Customer Satisfaction, Teamwork, Leadership
Education
University of Florida 2014 — 2015
Master's degree, International Business, 3.78/4.00
University of Florida 2011 — 2015
Bachelor of Science in Business Administration, Finance
Fudan University 2013 — 2013
Study Abroad, Chinese Studies
Gulf Coast High School 2007 — 2011
Laureate Diploma
Ken Warren Ken Warren's Pershing, a BNY Mellon company Experience 2004 - 2008
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
BNY Mellon April 2009 - Present
Pershing, a BNY Mellon company 2004 - 2008
Pershing, a BNY Mellon company September 1998 - January 2004
Carter-Wallace Consumer Products 1996 - 1997
ConAgra Foods 1993 - 1996
Skills
IT Strategy, IT Project..., Service Level Management, ITIL Process..., Project Management, Global Customer Service, Marketing Strategy, Microsoft Office, Research, Public Speaking, Analysis, Process Improvement, Financial Analysis, Business Analysis, Banking, Risk Management, SDLC, Requirements Analysis, Financial Services, Program Management, Management, Disaster Recovery, Vendor Management, IT Management
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance and Marketing
James Madison University 1983 — 1986
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon April 2009 - Present
Pershing, a BNY Mellon company 2004 - 2008
Pershing, a BNY Mellon company September 1998 - January 2004
Carter-Wallace Consumer Products 1996 - 1997
ConAgra Foods 1993 - 1996
Skills
IT Strategy, IT Project..., Service Level Management, ITIL Process..., Project Management, Global Customer Service, Marketing Strategy, Microsoft Office, Research, Public Speaking, Analysis, Process Improvement, Financial Analysis, Business Analysis, Banking, Risk Management, SDLC, Requirements Analysis, Financial Services, Program Management, Management, Disaster Recovery, Vendor Management, IT Management
Education
Rutgers Graduate School of Management 1991 — 1993
Master of Business Administration (MBA), Finance and Marketing
James Madison University 1983 — 1986
Bachelor of Business Administration (BBA), Finance, General
Amy Banas Amy Banas's Pershing, a BNY Mellon company Experience 2001 - 2001
Job PhD Candidate in Human Development and Education at UC Berkeley
Industry
Experience
UC Berkeley 2011 - Present
Diablo Valley Track and Field Club 2006 - Present
UC Berkeley Athletic Studies Center 2005 - Present
Stephens Ministry Program - First Presbyterian Church Berkeley 2009 - Present
Institute of Noetic Sciences 2010 - 2011
Better Energy Systems 2008 - 2010
Chez Panisse 2008 - 2009
Pershing, a BNY Mellon company 2001 - 2001
Skills
writing and editing, International Relations, Conflict Resolution, Nonprofits, Baking, Photography, coaching high jump, Research, Student-Athlete Support, Psychotherapy, Curriculum Design, Coaching, Editing, Grant Writing, Higher Education, Event Planning
Education
University of California, Berkeley 2011 — 2015
Doctor of Philosophy (PhD), Human Development in Education
University of California, Berkeley 2005 — 2008
Master of Arts (M.A.), International and Area Studies
University of California, Berkeley 2005 — 2008
Master of Arts (M.A.), Education (The Social and Cultural Studies of Sport in Education)
Lafayette College 2000 — 2004
Bachelor of Arts (B.A.), English, Psychology, Summa Cum Laude
UC Berkeley 2011 - Present
Diablo Valley Track and Field Club 2006 - Present
UC Berkeley Athletic Studies Center 2005 - Present
Stephens Ministry Program - First Presbyterian Church Berkeley 2009 - Present
Institute of Noetic Sciences 2010 - 2011
Better Energy Systems 2008 - 2010
Chez Panisse 2008 - 2009
Pershing, a BNY Mellon company 2001 - 2001
Skills
writing and editing, International Relations, Conflict Resolution, Nonprofits, Baking, Photography, coaching high jump, Research, Student-Athlete Support, Psychotherapy, Curriculum Design, Coaching, Editing, Grant Writing, Higher Education, Event Planning
Education
University of California, Berkeley 2011 — 2015
Doctor of Philosophy (PhD), Human Development in Education
University of California, Berkeley 2005 — 2008
Master of Arts (M.A.), International and Area Studies
University of California, Berkeley 2005 — 2008
Master of Arts (M.A.), Education (The Social and Cultural Studies of Sport in Education)
Lafayette College 2000 — 2004
Bachelor of Arts (B.A.), English, Psychology, Summa Cum Laude
Dawn Flanagan Dawn Flanagan's Pershing, a BNY Mellon company Experience 1999 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company 1999 - 2011
Gatsby's of Cresskill March 1998 - June 1999
Education
Felician College 1997 — 1998
Elementary Education and Teaching
Montclair State University 1989 — 1994
Bachelor's degree, English Language and Literature, General
Pershing, a BNY Mellon company 1999 - 2011
Gatsby's of Cresskill March 1998 - June 1999
Education
Felician College 1997 — 1998
Elementary Education and Teaching
Montclair State University 1989 — 1994
Bachelor's degree, English Language and Literature, General
CHANDA COWAN, MBA CHANDA COWAN, MBA's Pershing, a BNY Mellon company Experience August 2010 - Present
Job TRADE SUPPORT ASSOCIATE at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2010 - Present
Pershing, a BNY Mellon company November 2008 - August 2010
Pershing, a BNY Mellon company January 2007 - November 2008
Spherion at Darden Restaurants August 2006 - January 2007
Debt Management Credit Counseling Corp July 2003 - August 2006
Debt Management Credit Counseling Corp April 2003 - July 2003
Skills
Bloomberg, Equities, Securities, Fixed Income, Financial Services, Back Office, Lotus Notes, Training, Trading, Finance, Management, Series 7, Customer Service, Mutual Funds, Access, Investments, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 1998 — 2002
Bachelor of Science (BS), Management Information Systems, General
Pershing, a BNY Mellon company August 2010 - Present
Pershing, a BNY Mellon company November 2008 - August 2010
Pershing, a BNY Mellon company January 2007 - November 2008
Spherion at Darden Restaurants August 2006 - January 2007
Debt Management Credit Counseling Corp July 2003 - August 2006
Debt Management Credit Counseling Corp April 2003 - July 2003
Skills
Bloomberg, Equities, Securities, Fixed Income, Financial Services, Back Office, Lotus Notes, Training, Trading, Finance, Management, Series 7, Customer Service, Mutual Funds, Access, Investments, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Florida State University 1998 — 2002
Bachelor of Science (BS), Management Information Systems, General
Peter Magliano Peter Magliano's Pershing, a BNY Mellon company Experience June 2014 - Present
Job Team Lead at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
Financial Industry Regulatory Authority May 2013 - May 2014
Pershing, a BNY Mellon company September 2007 - May 2013
Skills
•Core Business and..., •General Management..., •Strategic Planning..., •Staff Development, •Regulatory Compliance..., •Customer Service and..., •Growth and..., •Operational Support, •Rapid Conflict..., •Cross-Functional..., Training, Auditing, Finance, Leadership, Accounting, Analysis, Financial Analysis, Financial Reporting, Mutual Funds
Education
Saint Peter's University
Master of Business Administration, Finance
Saint Peter’s University
Master of Science, Accountancy
Kean University
Bachelor of Arts, Economics
Kean University
Bachelor of Science, Business Science
Pershing, a BNY Mellon company June 2014 - Present
Financial Industry Regulatory Authority May 2013 - May 2014
Pershing, a BNY Mellon company September 2007 - May 2013
Skills
•Core Business and..., •General Management..., •Strategic Planning..., •Staff Development, •Regulatory Compliance..., •Customer Service and..., •Growth and..., •Operational Support, •Rapid Conflict..., •Cross-Functional..., Training, Auditing, Finance, Leadership, Accounting, Analysis, Financial Analysis, Financial Reporting, Mutual Funds
Education
Saint Peter's University
Master of Business Administration, Finance
Saint Peter’s University
Master of Science, Accountancy
Kean University
Bachelor of Arts, Economics
Kean University
Bachelor of Science, Business Science
Jeff Shepherd Jeff Shepherd's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company April 2013 - July 2015
Merchants Bank May 2012 - April 2013
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Project Management, Risk Management, Business Analysis, Banking
Education
East Stroudsburg University of Pennsylvania 2011 — 2011
Bachelor of Science in Business Management, Management
Shippensburg University of Pennsylvania
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company April 2013 - July 2015
Merchants Bank May 2012 - April 2013
Skills
Mutual Funds, Financial Services, Fixed Income, Equities, Project Management, Risk Management, Business Analysis, Banking
Education
East Stroudsburg University of Pennsylvania 2011 — 2011
Bachelor of Science in Business Management, Management
Shippensburg University of Pennsylvania
Sherry-Ann Mohan, MBA's Pershing, a BNY Mellon company Experience January 2011 - Present
Job Customer Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2011 - Present
SunTrust Bank April 2007 - January 2011
Skills
MBA, Human Resources, Financial Services, Securities Regulation, Compliance, Customer Service, ACH
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of Central Florida 2007 — 2009
Bachelor's Degree, Business Administration and Management, General
Seminole State College of Florida 2006 — 2007
Associate's Degree, Business Administration and Management, General
Pershing, a BNY Mellon company January 2011 - Present
SunTrust Bank April 2007 - January 2011
Skills
MBA, Human Resources, Financial Services, Securities Regulation, Compliance, Customer Service, ACH
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
University of Central Florida 2007 — 2009
Bachelor's Degree, Business Administration and Management, General
Seminole State College of Florida 2006 — 2007
Associate's Degree, Business Administration and Management, General
Annmarie Kostrowsky Annmarie Kostrowsky's Pershing, a BNY Mellon company Experience 1999 - 2009
Job Looking for a new opportunity
Industry Financial Services
Experience
International Market Recruiters; New York, NY June 2015 - Present
UBS 2012 - 2014
UBS 2010 - January 2012
Leafstone Temp Agency 2009 - 2010
Pershing, a BNY Mellon company 1999 - 2009
Skills
Mutual Funds, Financial Services, Account Reconciliation, Trading, Back Office, Microsoft Excel, Banking, Securities, Asset Management, Risk Management, Microsoft Word, QuickBooks, PowerPoint
Education
Eastwick College 2014 — 2015
Computer Concepts and Applications (certificate), 3.83 GPA
Hudson County Community College 2011 — 2012
Hot Food Certificate & ServSafe Certificate, Culinary Arts/Chef Training, A
Pro Data, Inc 2010 — 2010
Certificate for Bookkeeping Package, Bookkeeping
Bayonne High School
Business
International Market Recruiters; New York, NY June 2015 - Present
UBS 2012 - 2014
UBS 2010 - January 2012
Leafstone Temp Agency 2009 - 2010
Pershing, a BNY Mellon company 1999 - 2009
Skills
Mutual Funds, Financial Services, Account Reconciliation, Trading, Back Office, Microsoft Excel, Banking, Securities, Asset Management, Risk Management, Microsoft Word, QuickBooks, PowerPoint
Education
Eastwick College 2014 — 2015
Computer Concepts and Applications (certificate), 3.83 GPA
Hudson County Community College 2011 — 2012
Hot Food Certificate & ServSafe Certificate, Culinary Arts/Chef Training, A
Pro Data, Inc 2010 — 2010
Certificate for Bookkeeping Package, Bookkeeping
Bayonne High School
Business
Onyekachi Nduka's Pershing, a BNY Mellon company Experience June 2015 - Present
Job Mutual Funds at Pershing
Industry Investment Banking
Experience
Pershing, a BNY Mellon company June 2015 - Present
BNY Mellon February 2013 - Present
Department of Veterans Affairs September 2011 - June 2012
MedStar Health October 2009 - October 2011
U.S. Government Publishing Office June 2011 - September 2011
Meridian Hill C-Store September 2006 - May 2009
Skills
Microsoft Office, Data Entry, Human Resources, PeopleSoft, Microsoft Word, Event Planning, Project Tracking, Vendor Billing, Export and Domestic...
Education
Howard University 2006 — 2009
Bachelors, Health Services/Allied Health/Health Sciences, General
Pershing, a BNY Mellon company June 2015 - Present
BNY Mellon February 2013 - Present
Department of Veterans Affairs September 2011 - June 2012
MedStar Health October 2009 - October 2011
U.S. Government Publishing Office June 2011 - September 2011
Meridian Hill C-Store September 2006 - May 2009
Skills
Microsoft Office, Data Entry, Human Resources, PeopleSoft, Microsoft Word, Event Planning, Project Tracking, Vendor Billing, Export and Domestic...
Education
Howard University 2006 — 2009
Bachelors, Health Services/Allied Health/Health Sciences, General
Ivonne Rodriguez Ivonne Rodriguez's Pershing, a BNY Mellon company Experience October 2007 - August 2008
Job Intake Coordinator at Chisholm Chisholm & Kilpatrick
Industry Human Resources
Experience
Chisholm Chisholm & Kilpatrick October 2013 - Present
LUX Services Group December 2012 - Present
Twin America LLC/Gray Line New York June 2012 - September 2012
Hilton New York February 2012 - June 2012
Johnson & Wales University August 2009 - February 2012
Pershing, a BNY Mellon Company October 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, PeopleSoft, Policy, Employee Benefits
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, International Business; Human Resources Management
Johnson and Wales University 2008 — 2012
Bachelor's degree, International Business & HR Management
Chisholm Chisholm & Kilpatrick October 2013 - Present
LUX Services Group December 2012 - Present
Twin America LLC/Gray Line New York June 2012 - September 2012
Hilton New York February 2012 - June 2012
Johnson & Wales University August 2009 - February 2012
Pershing, a BNY Mellon Company October 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, PeopleSoft, Policy, Employee Benefits
Education
Johnson and Wales University 2008 — 2012
Bachelor of Science, International Business; Human Resources Management
Johnson and Wales University 2008 — 2012
Bachelor's degree, International Business & HR Management
Matthew Geragi Matthew Geragi's Pershing, a BNY Mellon company Experience January 2011 - April 2012
Job MBA | Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems June 2013 - Present
BNY Mellon April 2012 - May 2013
Pershing, a BNY Mellon company January 2011 - April 2012
BNY Mellon October 2007 - January 2011
Delaware Investments / BNYMellon June 2007 - January 2009
Delaware Investments, a member of the Macquarie Group December 2005 - June 2007
Delaware Investments, a member of the Macquarie Group February 2004 - December 2005
Education
Drexel University - LeBow College of Business 2006 — 2009
MBA, Financial Management
University of Delaware 1999 — 2003
BS, Finance
Eagle Investment Systems June 2013 - Present
BNY Mellon April 2012 - May 2013
Pershing, a BNY Mellon company January 2011 - April 2012
BNY Mellon October 2007 - January 2011
Delaware Investments / BNYMellon June 2007 - January 2009
Delaware Investments, a member of the Macquarie Group December 2005 - June 2007
Delaware Investments, a member of the Macquarie Group February 2004 - December 2005
Education
Drexel University - LeBow College of Business 2006 — 2009
MBA, Financial Management
University of Delaware 1999 — 2003
BS, Finance
Lara Ingram Lara Ingram's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Education Consultant, Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2015 - Present
BNY Mellon June 2012 - August 2015
BNY Mellon April 2011 - May 2012
Quality Service Group 2007 - 2011
Skills
Wealth Management..., Relationship Management, Bilingual-English/Spanis..., Client Development, Client Relations Skills, Trust Management, Strategic Financial..., Investment Management, Account Management, Asset Allocation, Portfolio Management, Marketing, Communication, Event Planning, Corporate Events
Education
Florida Atlantic University
Bachelor of Art (BA), Mass Communication/Media Studies
Florida Atlantic University
Bachelor of Science (BS), Political Science and Government
Pershing, a BNY Mellon company April 2015 - Present
BNY Mellon June 2012 - August 2015
BNY Mellon April 2011 - May 2012
Quality Service Group 2007 - 2011
Skills
Wealth Management..., Relationship Management, Bilingual-English/Spanis..., Client Development, Client Relations Skills, Trust Management, Strategic Financial..., Investment Management, Account Management, Asset Allocation, Portfolio Management, Marketing, Communication, Event Planning, Corporate Events
Education
Florida Atlantic University
Bachelor of Art (BA), Mass Communication/Media Studies
Florida Atlantic University
Bachelor of Science (BS), Political Science and Government
Alexa Espinal's Pershing, a BNY Mellon company Experience October 2012 - August 2013
Job Student at Johnson and Wales University
Industry Design
Experience
Best Buy August 2012 - Present
Pershing, a BNY Mellon company October 2012 - August 2013
Skills
Microsoft Office, Windows, Photoshop, Microsoft Word, Customer Service, Access, Social Media, Outlook, Microsoft Excel, Research, Sales, Project Management
Education
Johnson and Wales University 2013 — 2017
Engineering Design
Best Buy August 2012 - Present
Pershing, a BNY Mellon company October 2012 - August 2013
Skills
Microsoft Office, Windows, Photoshop, Microsoft Word, Customer Service, Access, Social Media, Outlook, Microsoft Excel, Research, Sales, Project Management
Education
Johnson and Wales University 2013 — 2017
Engineering Design
Jordan Csernica Jordan Csernica's Pershing, a BNY Mellon company Experience June 2008 - August 2009
Job Executive Assistant
Industry Hospitality
Experience
Barclays October 2014 - Present
ISS Facility Services September 2013 - Present
Institute of Culinary Education April 2010 - Present
Veritas Restaurant February 2013 - April 2013
Pershing, a BNY Mellon company June 2008 - August 2009
Skills
Coordinating Events, Meeting Planning, Friendly Personality, Outstanding..., Time Management, Problem Solving, Close Attention to..., Staff Supervision, Sales, Team-oriented, Oral & Written..., Organization &..., Client Service Oriented, Dependent, Work Ethic
Education
Institute of Culinary Education 2012 — 2013
Culinary Arts Diploma, Culinary Arts/Chef Training
Johnson and Wales University 2006 — 2010
Bachelor of Science (BS), Hospitality Administration/Management
Barclays October 2014 - Present
ISS Facility Services September 2013 - Present
Institute of Culinary Education April 2010 - Present
Veritas Restaurant February 2013 - April 2013
Pershing, a BNY Mellon company June 2008 - August 2009
Skills
Coordinating Events, Meeting Planning, Friendly Personality, Outstanding..., Time Management, Problem Solving, Close Attention to..., Staff Supervision, Sales, Team-oriented, Oral & Written..., Organization &..., Client Service Oriented, Dependent, Work Ethic
Education
Institute of Culinary Education 2012 — 2013
Culinary Arts Diploma, Culinary Arts/Chef Training
Johnson and Wales University 2006 — 2010
Bachelor of Science (BS), Hospitality Administration/Management
Alexandra Caines Alexandra Caines's Pershing, a BNY Mellon company Experience October 2008 - June 2009
Job Hotel Concierge at New York Guest, LLC
Industry Hospitality
Experience
New York Guest, LLC September 2013 - Present
Michael Anthony's Restaurant (Now called Batello) September 2012 - October 2013
Francesca's Collections January 2011 - September 2012
Avon September 2011 - January 2012
The Kennedy Dancers Inc. September 2007 - September 2011
Pershing, a BNY Mellon company October 2008 - June 2009
Skills
Time Management, Customer Service, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Microsoft Office, Social Networking, Facebook, Public Speaking, Retail, Access
Education
Saint Peters University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Hudson County Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
New York Guest, LLC September 2013 - Present
Michael Anthony's Restaurant (Now called Batello) September 2012 - October 2013
Francesca's Collections January 2011 - September 2012
Avon September 2011 - January 2012
The Kennedy Dancers Inc. September 2007 - September 2011
Pershing, a BNY Mellon company October 2008 - June 2009
Skills
Time Management, Customer Service, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Event Planning, Microsoft Office, Social Networking, Facebook, Public Speaking, Retail, Access
Education
Saint Peters University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Hudson County Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Brian Trost's Pershing, a BNY Mellon company Experience 2013 - Present
Job Operations Supervisor Trading at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2013 - Present
Pershing 2007 - 2013
Pershing 2006 - 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Equities, Fixed Income, Investments, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., Risk Management, Microsoft Excel, Outlook, PowerPoint, Business Analysis, Microsoft Office, Customer Service, Microsoft Word
Education
La Salle University 2008 — 2010
Master of Business Administration (M.B.A.)
La Salle University 2002 — 2006
BS, Finance and Management, Cum Laude
Pershing, a BNY Mellon company 2013 - Present
Pershing 2007 - 2013
Pershing 2006 - 2007
Skills
Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Equities, Fixed Income, Investments, Investment Advisory, Asset Managment, Portfolio Management, Strategic Financial..., Risk Management, Microsoft Excel, Outlook, PowerPoint, Business Analysis, Microsoft Office, Customer Service, Microsoft Word
Education
La Salle University 2008 — 2010
Master of Business Administration (M.B.A.)
La Salle University 2002 — 2006
BS, Finance and Management, Cum Laude
Garrett Donigan's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Prime Services (Operations)
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company January 2014 - Present
Pershing December 2007 - December 2013
Halifax Medical Center January 2006 - December 2007
Halifax Medical Center July 2004 - December 2005
Skills
Access, Customer Service, Back Office, Securities, Outlook, Process Improvement, Meditech, PowerPoint, Equities, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Account Reconciliation, Series 7, Accounting, Financial Services, Banking, Trading Systems, FINRA, Fixed Income, Insurance
Education
University of Central Florida
B.S.B.A, Finance
Florida State University
B.S, Political Science
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company January 2014 - Present
Pershing December 2007 - December 2013
Halifax Medical Center January 2006 - December 2007
Halifax Medical Center July 2004 - December 2005
Skills
Access, Customer Service, Back Office, Securities, Outlook, Process Improvement, Meditech, PowerPoint, Equities, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Account Reconciliation, Series 7, Accounting, Financial Services, Banking, Trading Systems, FINRA, Fixed Income, Insurance
Education
University of Central Florida
B.S.B.A, Finance
Florida State University
B.S, Political Science
William Callahan William Callahan's Pershing, a BNY Mellon company Experience March 2015 - Present
Job Vice President Corporate Security at Pershing, a BNY Mellon company
Industry Telecommunications
Experience
Pershing, a BNY Mellon company March 2015 - Present
Alcatel-Lucent December 2009 - March 2015
Alcatel-Lucent January 2008 - December 2009
Lucent/Alcatel-Lucent December 2004 - January 2008
Lucent February 1997 - December 2004
AT&T/Lucent August 1995 - February 1997
AT&T February 1992 - August 1995
AT&T August 1987 - February 1992
Skills
Security, Information Security..., Network Security, Information Security, Vulnerability Assessment, CISSP, Security Incident..., Security Compliance, Vulnerability Management
Education
New Jersey Institute of Technology 1989 — 1992
Master of Science, Computer Science
East Stroudsburg University of Pennsylvania 1984 — 1987
Bachelor of Science, Computer Science
Pershing, a BNY Mellon company March 2015 - Present
Alcatel-Lucent December 2009 - March 2015
Alcatel-Lucent January 2008 - December 2009
Lucent/Alcatel-Lucent December 2004 - January 2008
Lucent February 1997 - December 2004
AT&T/Lucent August 1995 - February 1997
AT&T February 1992 - August 1995
AT&T August 1987 - February 1992
Skills
Security, Information Security..., Network Security, Information Security, Vulnerability Assessment, CISSP, Security Incident..., Security Compliance, Vulnerability Management
Education
New Jersey Institute of Technology 1989 — 1992
Master of Science, Computer Science
East Stroudsburg University of Pennsylvania 1984 — 1987
Bachelor of Science, Computer Science
Dallas Howell's Pershing, a BNY Mellon company Experience December 2012 - Present
Job Teir 2 Service Desk Support Analyst
Industry Computer Networking
Experience
Pershing, a BNY Mellon company December 2012 - Present
carnival Kia of Rivergate March 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, PowerPoint, Microsoft Word, Sales, Lotus Notes, Troubleshooting, Windows, Outlook, Windows 7, Computer Hardware, Time Management, Teamwork, Social Networking, Telephone Skills, Salesforce.com, VMware, Windows Server, Networking, Help Desk Support, Visio, Technical Support, Training, OS X, Windows XP, Blackberry, Printers, WebEx, Laptops, Windows Vista, VPN, Customer Experience, Software Installation, Active Directory, Software Documentation, Access, Call Centers
Education
ITT Technical Institute-Nashville 2014 — 2015
Bachelor's Degree, Information Systems and Cybersecurity, Currently pursuing
ITT Technical Institute-Nashville 2011 — 2014
Associate's Degree, Computer Networking Systems, Graduated
Pershing, a BNY Mellon company December 2012 - Present
carnival Kia of Rivergate March 2010 - February 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, PowerPoint, Microsoft Word, Sales, Lotus Notes, Troubleshooting, Windows, Outlook, Windows 7, Computer Hardware, Time Management, Teamwork, Social Networking, Telephone Skills, Salesforce.com, VMware, Windows Server, Networking, Help Desk Support, Visio, Technical Support, Training, OS X, Windows XP, Blackberry, Printers, WebEx, Laptops, Windows Vista, VPN, Customer Experience, Software Installation, Active Directory, Software Documentation, Access, Call Centers
Education
ITT Technical Institute-Nashville 2014 — 2015
Bachelor's Degree, Information Systems and Cybersecurity, Currently pursuing
ITT Technical Institute-Nashville 2011 — 2014
Associate's Degree, Computer Networking Systems, Graduated
Pierre Davis Pierre Davis's Pershing, a BNY Mellon company Experience May 1991 - Present
Job Vice President Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company May 1991 - Present
ADP January 1985 - May 1991
Drexal Burham October 1987 - November 1989
Skills
Securities, Equities, Fixed Income, Vendor Management, Finance, Microsoft Excel, Customer Service, Management, Account Management, Business Analysis, Electronic Trading, Project Management, Team Building, Team Leadership, Risk Management, Youth Sports, Football Coach, Softball Coach, Basketball Coach, Golf League Commissioner, Financial Services, Program Management, Process Improvement, Requirements Analysis
Education
Fordham University 1975 — 1979
Bachelor's Degree, Afro American Studies, Business Management and Computer Science
Fordham University 1974 — 1979
Bachelor of Arts (BA), Afro American Studies and Business Management
Pershing, a BNY Mellon company May 1991 - Present
ADP January 1985 - May 1991
Drexal Burham October 1987 - November 1989
Skills
Securities, Equities, Fixed Income, Vendor Management, Finance, Microsoft Excel, Customer Service, Management, Account Management, Business Analysis, Electronic Trading, Project Management, Team Building, Team Leadership, Risk Management, Youth Sports, Football Coach, Softball Coach, Basketball Coach, Golf League Commissioner, Financial Services, Program Management, Process Improvement, Requirements Analysis
Education
Fordham University 1975 — 1979
Bachelor's Degree, Afro American Studies, Business Management and Computer Science
Fordham University 1974 — 1979
Bachelor of Arts (BA), Afro American Studies and Business Management
James Alworth James Alworth's Pershing, a BNY Mellon company Experience November 2004 - April 2012
Job Senior Managing Director at Midland Securities, Ltd.
Industry Financial Services
Experience
Midland Securities, Ltd. May 2015 - Present
Muni Solar Solutions July 2014 - Present
National Alliance Securities Group May 2013 - February 2015
BNY Mellon March 2012 - July 2012
Pershing, a BNY Mellon company November 2004 - April 2012
TD Ameritrade March 2002 - November 2004
Skills
Fixed Income, Bloomberg, Trading, Series 7, Series 24, series 53, Municipal Bonds, Electronic Trading, Financial Markets, FINRA, Bonds, Securities, Options, Alternative Investments, ETFs, Mutual Funds, Equities, Hedge Funds, Structured Products, Derivatives, Asset Allocation, Asset Management, Equity Trading, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Bloomberg Terminal, Back Office, Structured Finance, FX Options, Equity Derivatives, Credit Derivatives, Capital Markets, Investments, Series 63, Finance, Investment Banking, Management, Solar Energy
Education
East Stroudsburg University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Business/Managerial Economics
Livingston High School
Midland Securities, Ltd. May 2015 - Present
Muni Solar Solutions July 2014 - Present
National Alliance Securities Group May 2013 - February 2015
BNY Mellon March 2012 - July 2012
Pershing, a BNY Mellon company November 2004 - April 2012
TD Ameritrade March 2002 - November 2004
Skills
Fixed Income, Bloomberg, Trading, Series 7, Series 24, series 53, Municipal Bonds, Electronic Trading, Financial Markets, FINRA, Bonds, Securities, Options, Alternative Investments, ETFs, Mutual Funds, Equities, Hedge Funds, Structured Products, Derivatives, Asset Allocation, Asset Management, Equity Trading, Investment Advisory, Portfolio Management, Investment Management, Investment Strategies, Bloomberg Terminal, Back Office, Structured Finance, FX Options, Equity Derivatives, Credit Derivatives, Capital Markets, Investments, Series 63, Finance, Investment Banking, Management, Solar Energy
Education
East Stroudsburg University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Business/Managerial Economics
Livingston High School
Corey Vickers Corey Vickers's Pershing, a BNY Mellon company Experience February 2012 - February 2013
Job Indepent Technology Consultant at CompuLink Technologies
Industry Information Technology and Services
Experience
University Hospital October 2013 - January 2014
Compu-Link Technologies March 2013 - September 2013
Pershing, a BNY Mellon company February 2012 - February 2013
University of Medicine and Dentistry of New Jersey September 2011 - January 2012
New York City Department of Health and Human Services July 2011 - September 2011
TD Bank January 2011 - June 2011
Standard & Poor's September 2010 - December 2010
Skills
Networking, Help Desk Support, Cloud Computing, Cisco Technologies, SaaS, Windows Server, Technical Support, Consulting, Hardware, CompTIA A, Microsoft Certified..., Troubleshooting, Customer Service, Vendor Management, VoIP, Leadership
Education
Western Governors University 2015 — 2017
Bachelors information technology information security, Computer and Information Systems Security/Information Assurance
The Chubb Institute 2002 — 2003
Certificate, Network Administration
microTECH Institute 2001 — 2002
Certificate, WAN Administration
Gibbs College 1999 — 2000
Associate, Computer Network Administration
University Hospital October 2013 - January 2014
Compu-Link Technologies March 2013 - September 2013
Pershing, a BNY Mellon company February 2012 - February 2013
University of Medicine and Dentistry of New Jersey September 2011 - January 2012
New York City Department of Health and Human Services July 2011 - September 2011
TD Bank January 2011 - June 2011
Standard & Poor's September 2010 - December 2010
Skills
Networking, Help Desk Support, Cloud Computing, Cisco Technologies, SaaS, Windows Server, Technical Support, Consulting, Hardware, CompTIA A, Microsoft Certified..., Troubleshooting, Customer Service, Vendor Management, VoIP, Leadership
Education
Western Governors University 2015 — 2017
Bachelors information technology information security, Computer and Information Systems Security/Information Assurance
The Chubb Institute 2002 — 2003
Certificate, Network Administration
microTECH Institute 2001 — 2002
Certificate, WAN Administration
Gibbs College 1999 — 2000
Associate, Computer Network Administration
Vivianne Mohan Vivianne Mohan's Pershing, a BNY Mellon company Experience October 2010 - June 2011
Job Account Executive at Yelp
Industry Internet
Experience
Yelp June 2015 - Present
Rutgers New Brunswick Computing Services April 2012 - May 2015
New York & Company November 2011 - January 2012
Pershing, a BNY Mellon company October 2010 - June 2011
Skills
Customer Service, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Training, Teamwork, Team Building, Access, Recruiting, Analysis, Community Service, Reliability, Leadership, Time Management, Organizational..., Social Networking, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Human Resource Management, Sociology, Organizational Leadership
European Business School Oestrich-Winkel 2014 — 2014
Doing Business In Europe
Yelp June 2015 - Present
Rutgers New Brunswick Computing Services April 2012 - May 2015
New York & Company November 2011 - January 2012
Pershing, a BNY Mellon company October 2010 - June 2011
Skills
Customer Service, Leadership Development, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Training, Teamwork, Team Building, Access, Recruiting, Analysis, Community Service, Reliability, Leadership, Time Management, Organizational..., Social Networking, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Human Resource Management, Sociology, Organizational Leadership
European Business School Oestrich-Winkel 2014 — 2014
Doing Business In Europe
David Sheets David Sheets's Pershing, a BNY Mellon company Experience March 2001 - July 2005
Job Director of Quality Assurance
Industry Information Technology and Services
Experience
Vonage February 2013 - Present
Zoom Frog, LLC January 2012 - February 2013
Barclays August 2007 - December 2011
Bloomberg LP January 2006 - August 2007
American Stock Exchange July 2005 - January 2006
Pershing, a BNY Mellon company March 2001 - July 2005
OneClip.com July 2000 - March 2001
Reuters March 1999 - July 2000
AGI September 1996 - March 1999
Lockheed Martin March 1990 - September 1996
Skills
Private Pilot, Test Management, Software Quality..., Risk, Test Planning, Testing, Test Execution, Quality Assurance, User Acceptance Testing, Customer Relations, Test Strategy, Credit, Quality Center, Test Automation, Software Configuration..., Budgeting, QTP, Quality Systems, Risk Management, Test Director, Executive Management, Non-functional Testing, Planning, Regression Testing, Agile, System Testing, Scrum, CMMI, Strategic Planning, SDLC, Situational Leadership, Agile Methodologies, Project Planning, Program Management, Leadership, Requirements Gathering, Budgets, Business Analysis, Integration, Software Documentation, Customer Service, Leadership Development, Manual Testing, CRM, Analysis, Team Leadership, Disaster Recovery, Management, Requirements Analysis
Education
Eastern University 1998 — 2000
Bachelor of Arts Degree, Organizational Management
Penn State University 1985 — 1987
Vonage February 2013 - Present
Zoom Frog, LLC January 2012 - February 2013
Barclays August 2007 - December 2011
Bloomberg LP January 2006 - August 2007
American Stock Exchange July 2005 - January 2006
Pershing, a BNY Mellon company March 2001 - July 2005
OneClip.com July 2000 - March 2001
Reuters March 1999 - July 2000
AGI September 1996 - March 1999
Lockheed Martin March 1990 - September 1996
Skills
Private Pilot, Test Management, Software Quality..., Risk, Test Planning, Testing, Test Execution, Quality Assurance, User Acceptance Testing, Customer Relations, Test Strategy, Credit, Quality Center, Test Automation, Software Configuration..., Budgeting, QTP, Quality Systems, Risk Management, Test Director, Executive Management, Non-functional Testing, Planning, Regression Testing, Agile, System Testing, Scrum, CMMI, Strategic Planning, SDLC, Situational Leadership, Agile Methodologies, Project Planning, Program Management, Leadership, Requirements Gathering, Budgets, Business Analysis, Integration, Software Documentation, Customer Service, Leadership Development, Manual Testing, CRM, Analysis, Team Leadership, Disaster Recovery, Management, Requirements Analysis
Education
Eastern University 1998 — 2000
Bachelor of Arts Degree, Organizational Management
Penn State University 1985 — 1987
Samantha Roomey Samantha Roomey's Pershing, a BNY Mellon company Experience May 2012 - August 2012
Job US Retail Coordinator at Canali
Industry Accounting
Experience
Canali November 2014 - Present
Canali June 2013 - November 2014
Basler February 2013 - March 2013
Canali January 2013 - February 2013
Pershing- A BNY Mellon Company May 2012 - August 2012
Rothstein Kass January 2012 - March 2012
Fairfield University October 2008 - May 2011
Viaco Limited June 2010 - August 2010
UBS Investment Bank March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Teamwork, Auditing, Research, Leadership, Management, Data Analysis, Social Media
Education
Fairfield University 2007 — 2011
Bachelor of Science, Accounting
Mediterranean Center for Arts and Sciences
Canali November 2014 - Present
Canali June 2013 - November 2014
Basler February 2013 - March 2013
Canali January 2013 - February 2013
Pershing- A BNY Mellon Company May 2012 - August 2012
Rothstein Kass January 2012 - March 2012
Fairfield University October 2008 - May 2011
Viaco Limited June 2010 - August 2010
UBS Investment Bank March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Teamwork, Auditing, Research, Leadership, Management, Data Analysis, Social Media
Education
Fairfield University 2007 — 2011
Bachelor of Science, Accounting
Mediterranean Center for Arts and Sciences
Asha Dale, PMP Asha Dale, PMP's Pershing, a BNY Mellon company Experience 2000 - 2006
Job Product Manager at Nabors Industries
Industry Information Technology and Services
Experience
Nabors Industries May 2013 - Present
Nabors Industries July 2011 - May 2013
Object Edge May 2006 - December 2007
Pershing, a BNY Mellon company 2000 - 2006
Skills
Requirements Analysis, Product Management, Agile Methodologies, Business Analysis, SDLC, Process Improvement, Cross-functional Team..., SharePoint, Program Management, MS Project, Management, Software Project..., SQL, Business Process, Visio, Project Management, IT Strategy, Business Intelligence
Education
Indian Institute of Management, Bangalore 1998 — 2000
Post Graduate Diploma in Management, Finance and Systems
Loyola Academy 1995 — 1998
Bachelor of Science, Computer Hardware
Nabors Industries May 2013 - Present
Nabors Industries July 2011 - May 2013
Object Edge May 2006 - December 2007
Pershing, a BNY Mellon company 2000 - 2006
Skills
Requirements Analysis, Product Management, Agile Methodologies, Business Analysis, SDLC, Process Improvement, Cross-functional Team..., SharePoint, Program Management, MS Project, Management, Software Project..., SQL, Business Process, Visio, Project Management, IT Strategy, Business Intelligence
Education
Indian Institute of Management, Bangalore 1998 — 2000
Post Graduate Diploma in Management, Finance and Systems
Loyola Academy 1995 — 1998
Bachelor of Science, Computer Hardware
Ryan Losego's Pershing, a BNY Mellon company Experience October 2012 - July 2015
Job Business Development at Axioma
Industry Financial Services
Experience
Aximoa 2015 - Present
Pershing, a BNY Mellon company October 2012 - July 2015
BNY Mellon March 2008 - October 2012
Rollins College January 2011 - April 2011
Bank of New York Mellon March 2006 - March 2008
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Fixed Income, Equities, Hedge Funds, Bloomberg Terminal, Fund Accounting, Securities, Corporate Actions
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management
University of Central Florida 2003 — 2005
Bachelor’s Degree, Finance
Florida International University 2002 — 2003
Associate’s Degree
Aximoa 2015 - Present
Pershing, a BNY Mellon company October 2012 - July 2015
BNY Mellon March 2008 - October 2012
Rollins College January 2011 - April 2011
Bank of New York Mellon March 2006 - March 2008
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Fixed Income, Equities, Hedge Funds, Bloomberg Terminal, Fund Accounting, Securities, Corporate Actions
Education
Rollins College - Crummer Graduate School of Business 2009 — 2011
MBA, Management
University of Central Florida 2003 — 2005
Bachelor’s Degree, Finance
Florida International University 2002 — 2003
Associate’s Degree
Matthew Milholin Matthew Milholin's Pershing, a BNY Mellon company Experience January 2007 - June 2012
Job Acquisition Manager at Lidl US
Industry Real Estate
Experience
Lidl US March 2014 - Present
Pershing, a BNY Mellon company January 2007 - June 2012
Skills
Financial Analysis, Bloomberg, Investments, Financial Modeling, Equities, Real Estate, Finance, Due Diligence, Risk Management, Customer Service, Brokerage, Trading, Series 7, Mergers & Acquisitions, Mutual Funds, Management, Real Estate Development
Education
Georgetown University 2012 — 2014
Georgetown University 2012 — 2014
Masters, Real Estate Development
University of Central Florida 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Lidl US March 2014 - Present
Pershing, a BNY Mellon company January 2007 - June 2012
Skills
Financial Analysis, Bloomberg, Investments, Financial Modeling, Equities, Real Estate, Finance, Due Diligence, Risk Management, Customer Service, Brokerage, Trading, Series 7, Mergers & Acquisitions, Mutual Funds, Management, Real Estate Development
Education
Georgetown University 2012 — 2014
Georgetown University 2012 — 2014
Masters, Real Estate Development
University of Central Florida 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Nicholas Cherchio's Pershing, a BNY Mellon company Experience August 2013 - April 2015
Job Senior Associate at Citi Private Bank
Industry Financial Services
Experience
Citi May 2015 - Present
Pershing, a BNY Mellon Company August 2013 - April 2015
The Vanguard Group April 2012 - August 2013
National Securities October 2010 - March 2012
Skills
Series 7, Series 63, Investments, Equity Derivatives, Bloomberg, Streetscape, Corporate Finance, Risk Management, Mutual Funds, Asset Allocation, Financial Services, 401k, Trading, Retirement Planning, Hedge Funds, Series 6
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment
Villanova University
Master of Business Administration (MBA)
Citi May 2015 - Present
Pershing, a BNY Mellon Company August 2013 - April 2015
The Vanguard Group April 2012 - August 2013
National Securities October 2010 - March 2012
Skills
Series 7, Series 63, Investments, Equity Derivatives, Bloomberg, Streetscape, Corporate Finance, Risk Management, Mutual Funds, Asset Allocation, Financial Services, 401k, Trading, Retirement Planning, Hedge Funds, Series 6
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment
Villanova University
Master of Business Administration (MBA)
Michael Jasey Michael Jasey's Pershing, a BNY Mellon company Experience February 2013 - Present
Job Trader at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company February 2013 - Present
BNY Mellon January 2011 - Present
Vanguard January 2010 - January 2011
Hampton University September 2005 - December 2009
MetLife Financial Services 2009 - 2009
First Investors Corporation 2008 - 2009
Skills
Series 7, Investments, Finance, Management, Portfolio Management, Asset Management
Education
Hampton University 2005 — 2009
BS, Finance
Pershing, a BNY Mellon company February 2013 - Present
BNY Mellon January 2011 - Present
Vanguard January 2010 - January 2011
Hampton University September 2005 - December 2009
MetLife Financial Services 2009 - 2009
First Investors Corporation 2008 - 2009
Skills
Series 7, Investments, Finance, Management, Portfolio Management, Asset Management
Education
Hampton University 2005 — 2009
BS, Finance
Naman Rawal Naman Rawal's Pershing, a BNY Mellon company Experience June 2008 - August 2008
Job Sales Associate at VF Corporation
Industry Computer Software
Experience
VF Corporation August 2014 - Present
Pershing, a BNY Mellon company June 2008 - August 2008
University of North Carolina at Chapel Hill January 2008 - May 2008
Skills
C++ Language, Java, MySQL, Hadoop, Japanese to English..., Ruby on Rails, Big Data Analytics, Public Speaking, Ruby, Microsoft Office, Competitive Analysis, Virtual Machines, Event Planning, Microsoft Excel, Social Media, Microsoft Word, Data Analysis, Research, Leadership, Management, C++, Editing, PowerPoint, Market Research, Lisp
Education
University of North Carolina at Charlotte 2013 — 2015
Bachelor of Science (B.S.), Computer Science
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Japanese Language and Literature, 3.0
Kanda University of International Studies 2009 — 2009
None - Study abroad, Japanese Language and Literature, 3.5
VF Corporation August 2014 - Present
Pershing, a BNY Mellon company June 2008 - August 2008
University of North Carolina at Chapel Hill January 2008 - May 2008
Skills
C++ Language, Java, MySQL, Hadoop, Japanese to English..., Ruby on Rails, Big Data Analytics, Public Speaking, Ruby, Microsoft Office, Competitive Analysis, Virtual Machines, Event Planning, Microsoft Excel, Social Media, Microsoft Word, Data Analysis, Research, Leadership, Management, C++, Editing, PowerPoint, Market Research, Lisp
Education
University of North Carolina at Charlotte 2013 — 2015
Bachelor of Science (B.S.), Computer Science
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Arts (B.A.), Japanese Language and Literature, 3.0
Kanda University of International Studies 2009 — 2009
None - Study abroad, Japanese Language and Literature, 3.5
Jamelia Jones Jamelia Jones's Pershing, a BNY Mellon company Experience June 2013 - August 2014
Job Communications Associate at Ride5 Group, LLC
Industry Public Relations and Communications
Experience
Ride5 Group, LLC September 2015 - Present
Pershing, a BNY Mellon company June 2013 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Microsoft Excel, Public Speaking, Teamwork, Equities, Event Planning, Financial Services, Mutual Funds, Blogging, Marketing Communications, WordPress, Outlook, Time Management, Marketing, Facebook, Social Networking, Relationship Building, Adobe Design Programs, Photoshop, Digital Photography, Digital Video, iMovie, Final Cut Pro
Education
La Salle University 2011 — 2015
Bachelor's degree, Mass Communication/Media Studies
Watchung Hills Regional High School 2007 — 2011
Ride5 Group, LLC September 2015 - Present
Pershing, a BNY Mellon company June 2013 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Research, Social Media, Customer Service, Microsoft Excel, Public Speaking, Teamwork, Equities, Event Planning, Financial Services, Mutual Funds, Blogging, Marketing Communications, WordPress, Outlook, Time Management, Marketing, Facebook, Social Networking, Relationship Building, Adobe Design Programs, Photoshop, Digital Photography, Digital Video, iMovie, Final Cut Pro
Education
La Salle University 2011 — 2015
Bachelor's degree, Mass Communication/Media Studies
Watchung Hills Regional High School 2007 — 2011
Thomas Green Thomas Green's Pershing, a BNY Mellon company Experience November 2013 - June 2014
Job Risk Advisory at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP June 2014 - Present
Pershing, a BNY Mellon company November 2013 - June 2014
Pershing, a BNY Mellon company September 2012 - June 2014
Pershing, a BNY Mellon company February 2011 - September 2012
Pershing, a BNY Mellon company June 2009 - February 2011
Raymond James Financial Inc. May 2008 - May 2009
Primerica 2007 - 2008
Skills
Financial Analysis, Securities, Investments, 15C3-3, Broker-Dealer Operations, Broker-Dealer, Leadership, Business Analysis, Financial Services, Retirement, Risk Management, Consulting, Microsoft Excel, Fixed Income, Equities, Investment Advisory, Prime Brokerage, Margin, Teamwork, Project Management, Finance, Settlement, Mutual Funds, RIAs, Brokerage, Credit Risk, DTC, Six Sigma, Omnibus, Public Speaking, FINRA, Organizational Learning, Client Service Oriented, Employee Training, Information Management, Client Education, Process Improvement, Options, Back Office, Cash Management, Securities Lending, Financial Risk, Management, Customer Service, Analysis, Microsoft Office, PowerPoint, Team Building, Marketing, Regulatory Reporting
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida
Business Administration, Management
Dixon Hughes Goodman LLP June 2014 - Present
Pershing, a BNY Mellon company November 2013 - June 2014
Pershing, a BNY Mellon company September 2012 - June 2014
Pershing, a BNY Mellon company February 2011 - September 2012
Pershing, a BNY Mellon company June 2009 - February 2011
Raymond James Financial Inc. May 2008 - May 2009
Primerica 2007 - 2008
Skills
Financial Analysis, Securities, Investments, 15C3-3, Broker-Dealer Operations, Broker-Dealer, Leadership, Business Analysis, Financial Services, Retirement, Risk Management, Consulting, Microsoft Excel, Fixed Income, Equities, Investment Advisory, Prime Brokerage, Margin, Teamwork, Project Management, Finance, Settlement, Mutual Funds, RIAs, Brokerage, Credit Risk, DTC, Six Sigma, Omnibus, Public Speaking, FINRA, Organizational Learning, Client Service Oriented, Employee Training, Information Management, Client Education, Process Improvement, Options, Back Office, Cash Management, Securities Lending, Financial Risk, Management, Customer Service, Analysis, Microsoft Office, PowerPoint, Team Building, Marketing, Regulatory Reporting
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida
Business Administration, Management
Keishla Surillo Keishla Surillo's Pershing, a BNY Mellon company Experience September 2006 - June 2007
Job Accounts Receivable Representative at Health Network Management LLC
Industry Hospital & Health Care
Experience
Health Network Management LLC August 2012 - Present
ASA Medical Billing LLC May 2009 - August 2012
Pershing, a BNY Mellon company September 2006 - June 2007
Skills
Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, QuickBooks, Microsoft Word, Data Entry, Payments, Monthly Close Process, Accounting, Analysis, Microsoft Office, Bank Reconciliation, HIPAA, Revenue Cycle, Customer Service, Time Management, Invoicing, Access, Medical Terminology, Electronic Funds..., Electronic Remittace..., PowerPoint, Credit Cards, Remote Deposit Capture, Healthcare, Medical Coding, Medicare, EHR, EMR, Account Reconciliation
Education
Kean University 2013 — 2016
Bachelor's Degree, Accounting
Hudson County Community College 2011 — 2013
Associate's Degree, Accounting
James J Ferris High School 2003 — 2007
High School Diploma
Health Network Management LLC August 2012 - Present
ASA Medical Billing LLC May 2009 - August 2012
Pershing, a BNY Mellon company September 2006 - June 2007
Skills
Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, QuickBooks, Microsoft Word, Data Entry, Payments, Monthly Close Process, Accounting, Analysis, Microsoft Office, Bank Reconciliation, HIPAA, Revenue Cycle, Customer Service, Time Management, Invoicing, Access, Medical Terminology, Electronic Funds..., Electronic Remittace..., PowerPoint, Credit Cards, Remote Deposit Capture, Healthcare, Medical Coding, Medicare, EHR, EMR, Account Reconciliation
Education
Kean University 2013 — 2016
Bachelor's Degree, Accounting
Hudson County Community College 2011 — 2013
Associate's Degree, Accounting
James J Ferris High School 2003 — 2007
High School Diploma
Mario Cottone's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Senior Financial AnalystVP at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company March 2011 - December 2014
Pershing, a BNY Mellon company October 1995 - March 2011
BNP Futures and Options January 1994 - October 1995
Skills
IBM Cognos TM1..., Oracle PeopleSoft..., Oracle Hyperion..., Cartesis Management..., Lotus Notes, Microsoft Word, Micorsoft Excel (Pivot..., Microsoft Powerpoint, PowerPoint
Education
Florida Atlantic University
Bachelor of Business Administration, Accounting
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company March 2011 - December 2014
Pershing, a BNY Mellon company October 1995 - March 2011
BNP Futures and Options January 1994 - October 1995
Skills
IBM Cognos TM1..., Oracle PeopleSoft..., Oracle Hyperion..., Cartesis Management..., Lotus Notes, Microsoft Word, Micorsoft Excel (Pivot..., Microsoft Powerpoint, PowerPoint
Education
Florida Atlantic University
Bachelor of Business Administration, Accounting
Lauren Tongiani's Pershing, a BNY Mellon company Experience March 2014 - February 2015
Job Service Account Manager | Dealer Services at Hartford Funds
Industry Financial Services
Experience
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Katie Swanson's Pershing, a BNY Mellon company Experience November 2012 - June 2014
Job Real Estate Agent at ALL Real Estate & Investments
Industry Real Estate
Experience
ALL Real Estate and Investments 2014 - Present
Pershing, a BNY Mellon company November 2012 - June 2014
Elase Cosmetic Surgery Center April 2010 - October 2012
Skills
Leadership, Marketing, Sales, Microsoft Office, New Home Sales, Customer Service, Investments, Sellers, Team Building, Real Estate Transactions
Education
Florida State University 2001 — 2005
Bachelor of Science (B.S.)
ALL Real Estate and Investments 2014 - Present
Pershing, a BNY Mellon company November 2012 - June 2014
Elase Cosmetic Surgery Center April 2010 - October 2012
Skills
Leadership, Marketing, Sales, Microsoft Office, New Home Sales, Customer Service, Investments, Sellers, Team Building, Real Estate Transactions
Education
Florida State University 2001 — 2005
Bachelor of Science (B.S.)
Peter Messler Peter Messler's Pershing, a BNY Mellon company Experience May 2014 - August 2014
Job IT Intern at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson May 2015 - Present
Pershing, a BNY Mellon company May 2014 - August 2014
Skills
Microsoft Excel, Project Management, Microsoft Office, Management, Microsoft Word, PowerPoint, Java, SQL, Public Speaking, Research, Leadership, Microsoft Visio, Social Media, Access
Education
Lehigh University 2013 — 2017
Bachelor of Science (B.S.) Business Information Systems, Management (Double Major), Junior
Governor Livingston High School 2009 — 2013
Johnson & Johnson May 2015 - Present
Pershing, a BNY Mellon company May 2014 - August 2014
Skills
Microsoft Excel, Project Management, Microsoft Office, Management, Microsoft Word, PowerPoint, Java, SQL, Public Speaking, Research, Leadership, Microsoft Visio, Social Media, Access
Education
Lehigh University 2013 — 2017
Bachelor of Science (B.S.) Business Information Systems, Management (Double Major), Junior
Governor Livingston High School 2009 — 2013
Kelley Shea's Pershing, a BNY Mellon company Experience January 2014 - Present
Job Vice President, Corporate Communications, Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company July 2010 - December 2013
Pershing, a BNY Mellon company December 2008 - June 2010
Pershing, a BNY Mellon company October 2007 - November 2008
Skills
Corporate Communications, Business Communications, Business Analysis, Financial Services, Process Improvement, Back Office, Project Management, Business Process..., Financial Operations, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Central Florida 2011 — 2014
Master's Degree, Nonprofit Management
Florida State University 2004 — 2007
Bachelor of Science (B.S.), Sociology
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company July 2010 - December 2013
Pershing, a BNY Mellon company December 2008 - June 2010
Pershing, a BNY Mellon company October 2007 - November 2008
Skills
Corporate Communications, Business Communications, Business Analysis, Financial Services, Process Improvement, Back Office, Project Management, Business Process..., Financial Operations, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Central Florida 2011 — 2014
Master's Degree, Nonprofit Management
Florida State University 2004 — 2007
Bachelor of Science (B.S.), Sociology
Sadith Gomez Jr's Pershing, a BNY Mellon company Experience 2010 - 2011
Job Home Furnishings Consultant at Raymour & Flanigan Furniture
Industry Retail
Experience
Raymour & Flanigan Furniture May 2015 - Present
Mosaic Sales Solutions April 2014 - Present
Best Buy October 2013 - April 2014
Ford Motor Company April 2013 - September 2013
American Eagle Outfitters March 2012 - March 2013
F.Y.E., a Trans World Entertainment Company October 2011 - October 2012
Pershing, a BNY Mellon company 2010 - 2011
Skills
Mobile Device Training, Samsunng Mobile..., Mobile Sales, Customer Service..., Product Demonstration, Customer Retention, Installment Billing..., Mobile Device Tutorials, Mobile Technology, Marketing, Retail Sales, Sales, Retail, Visual Merchandising, Time Management, Merchandising, Inventory Management, Cashiering, Store Management, Loss Prevention, Mobile Technology..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Networking, Teamwork, Social Media, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Bachelor’s Degree, Marketing & Management
Hudson County Community College 2011 — 2013
Associate of Arts (AA), Business, Transfered with a 3.2 GPA
Liberty High School 2009 — 2011
High School Deploma, Business, Management, Marketing, and Related Support Services, Graduated with a 3.2 GPA
Freehold High School 2008 — 2009
High Tech High School 2007 — 2008
Raymour & Flanigan Furniture May 2015 - Present
Mosaic Sales Solutions April 2014 - Present
Best Buy October 2013 - April 2014
Ford Motor Company April 2013 - September 2013
American Eagle Outfitters March 2012 - March 2013
F.Y.E., a Trans World Entertainment Company October 2011 - October 2012
Pershing, a BNY Mellon company 2010 - 2011
Skills
Mobile Device Training, Samsunng Mobile..., Mobile Sales, Customer Service..., Product Demonstration, Customer Retention, Installment Billing..., Mobile Device Tutorials, Mobile Technology, Marketing, Retail Sales, Sales, Retail, Visual Merchandising, Time Management, Merchandising, Inventory Management, Cashiering, Store Management, Loss Prevention, Mobile Technology..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Leadership, Social Networking, Teamwork, Social Media, Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Bachelor’s Degree, Marketing & Management
Hudson County Community College 2011 — 2013
Associate of Arts (AA), Business, Transfered with a 3.2 GPA
Liberty High School 2009 — 2011
High School Deploma, Business, Management, Marketing, and Related Support Services, Graduated with a 3.2 GPA
Freehold High School 2008 — 2009
High Tech High School 2007 — 2008
Gene Berezin's Pershing, a BNY Mellon company Experience October 2004 - May 2005
Job Developer/Business Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase October 2008 - May 2015
Department of Finance June 2006 - July 2008
JPMorgan Chase July 2005 - October 2005
Pershing, a BNY Mellon company October 2004 - May 2005
UBS December 2000 - August 2004
UBS December 2000 - August 2004
Smith Barney Brokerage Firm August 1999 - December 2000
Skills
COBOL, Business Analysis, SDLC, User Acceptance Testing, Business Requirements, Requirements Analysis, SQL, Requirements Gathering, JCL, Visio, CICS, DB2, Data Warehousing, Data Modeling, Microsoft SQL Server, VSAM, Agile Methodologies, JIRA, Integration, Quality Assurance, Quality Center, Waterfall, SAS, MQ Series, Data Analysis, HP Quality Center
Education
Globe Institute of Technology 1996 — 1997
Associate's degree, Information Technology
St. Petersburg, Russia 1979 — 1984
Combine Bachelor’s and Master’s Degree in Civil Engineering, Civil Engineering
Viinitsa, the Ukraine 1969 — 1979
High School diploma, math, physics
JP Morgan Chase October 2008 - May 2015
Department of Finance June 2006 - July 2008
JPMorgan Chase July 2005 - October 2005
Pershing, a BNY Mellon company October 2004 - May 2005
UBS December 2000 - August 2004
UBS December 2000 - August 2004
Smith Barney Brokerage Firm August 1999 - December 2000
Skills
COBOL, Business Analysis, SDLC, User Acceptance Testing, Business Requirements, Requirements Analysis, SQL, Requirements Gathering, JCL, Visio, CICS, DB2, Data Warehousing, Data Modeling, Microsoft SQL Server, VSAM, Agile Methodologies, JIRA, Integration, Quality Assurance, Quality Center, Waterfall, SAS, MQ Series, Data Analysis, HP Quality Center
Education
Globe Institute of Technology 1996 — 1997
Associate's degree, Information Technology
St. Petersburg, Russia 1979 — 1984
Combine Bachelor’s and Master’s Degree in Civil Engineering, Civil Engineering
Viinitsa, the Ukraine 1969 — 1979
High School diploma, math, physics
Holly Coppens's Pershing, a BNY Mellon company Experience June 2013 - Present
Job Student at Seton Hall University School of Law
Industry Legal Services
Experience
Pershing, a BNY Mellon company June 2013 - Present
Fordham University September 2013 - January 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Analysis, Leadership, Microsoft Office, Research
Education
Seton Hall University School of Law 2014 — 2017
Juris Doctor (J.D.), International Law
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Danish Institute for Study Abroad 2012 — 2013
Pershing, a BNY Mellon company June 2013 - Present
Fordham University September 2013 - January 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Analysis, Leadership, Microsoft Office, Research
Education
Seton Hall University School of Law 2014 — 2017
Juris Doctor (J.D.), International Law
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Danish Institute for Study Abroad 2012 — 2013
Justin Hinchey Justin Hinchey's Pershing, a BNY Mellon company Experience August 2010 - August 2013
Job Sales Representative Federal Sector at Symantec
Industry Financial Services
Experience
Symantec August 2013 - Present
Pershing, a BNY Mellon company August 2010 - August 2013
SunTrust Bank July 2003 - February 2009
Convergys January 2003 - August 2003
Skills
Banking, Management, Training, Finance, Human Resources, Customer Service, Team Building, Microsoft Excel, Relationship Management, Building Relationships, Oracle, Salesforce.com, Forecasting, Loans, Mutual Funds
Education
University of Central Florida 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance and Human Relations
Florida Community College at Jacksonville 2001 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Symantec August 2013 - Present
Pershing, a BNY Mellon company August 2010 - August 2013
SunTrust Bank July 2003 - February 2009
Convergys January 2003 - August 2003
Skills
Banking, Management, Training, Finance, Human Resources, Customer Service, Team Building, Microsoft Excel, Relationship Management, Building Relationships, Oracle, Salesforce.com, Forecasting, Loans, Mutual Funds
Education
University of Central Florida 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance and Human Relations
Florida Community College at Jacksonville 2001 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
Beth Koren's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Account Maintenance Administrator at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2015 - Present
BNY Mellon February 2014 - August 2015
Vimco Inc. May 2014 - July 2014
Benefit Harbor October 2013 - November 2013
Elizabethtown College Catering Services March 2012 - March 2013
Harrisburg River Rescue September 2012 - December 2012
Etownian September 2011 - December 2011
Genuardi’s Family Market May 2007 - August 2011
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Marketing Communications, Customer Service, Press Releases, Social Media Marketing, Event Management, English, Management
Education
Elizabethtown College 2009 — 2013
Bachelor of Arts (BA), Business/Corporate Communications
Pershing, a BNY Mellon company September 2015 - Present
BNY Mellon February 2014 - August 2015
Vimco Inc. May 2014 - July 2014
Benefit Harbor October 2013 - November 2013
Elizabethtown College Catering Services March 2012 - March 2013
Harrisburg River Rescue September 2012 - December 2012
Etownian September 2011 - December 2011
Genuardi’s Family Market May 2007 - August 2011
Skills
Social Media, Microsoft Office, PowerPoint, Public Relations, Public Speaking, Microsoft Word, Facebook, Event Planning, Research, Photoshop, Microsoft Excel, Editing, Social Networking, Teamwork, Marketing Communications, Customer Service, Press Releases, Social Media Marketing, Event Management, English, Management
Education
Elizabethtown College 2009 — 2013
Bachelor of Arts (BA), Business/Corporate Communications
Ashley Rightnour Ashley Rightnour's Pershing, a BNY Mellon company Experience March 2012 - Present
Job Reconciliation Analyst at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2012 - Present
Education
Kutztown University of Pennsylvania 2005 — 2010
Bachelor of Science (BS), International Business
Pershing, a BNY Mellon company March 2012 - Present
Education
Kutztown University of Pennsylvania 2005 — 2010
Bachelor of Science (BS), International Business
Arjayla Ortiz Arjayla Ortiz's Pershing, a BNY Mellon company Experience October 2010 - August 2011
Job Student at New Jersey City University
Industry Media Production
Experience
Pershing, a BNY Mellon company October 2010 - August 2011
Skills
Photoshop
Education
New Jersey City University 2013 — 2015
Bachelor of Arts (B.A.), Media Arts
Hudson County Community College 2011 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Pershing, a BNY Mellon company October 2010 - August 2011
Skills
Photoshop
Education
New Jersey City University 2013 — 2015
Bachelor of Arts (B.A.), Media Arts
Hudson County Community College 2011 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Matthew Borriello's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Student at James Madison University
Industry Higher Education
Experience
James Madison University Financial RepresentativeFidelity InvestmentsJune 2015 - Present
BGC Partners June 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Vector Marketing May 2012 - February 2013
Cantor Fitzgerald July 2010 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Research, Event Planning, Facebook, Social Networking, Customer Service, Time Management, Sports, Social Media Marketing, Editing, Fundraising, Leadership, Student Development, Photoshop, Community Outreach, Access, InDesign, Visual Basic, HTML, Data Analysis, Teaching, SPSS, Windows, Java, Student Affairs, Teamwork, Public Relations, Higher Education, Event Management, Adobe Creative Suite, Management
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance Major, Economics Minor, Junior
Central Bucks East High School 2007 — 2011
James Madison University Financial RepresentativeFidelity InvestmentsJune 2015 - Present
BGC Partners June 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Vector Marketing May 2012 - February 2013
Cantor Fitzgerald July 2010 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Research, Event Planning, Facebook, Social Networking, Customer Service, Time Management, Sports, Social Media Marketing, Editing, Fundraising, Leadership, Student Development, Photoshop, Community Outreach, Access, InDesign, Visual Basic, HTML, Data Analysis, Teaching, SPSS, Windows, Java, Student Affairs, Teamwork, Public Relations, Higher Education, Event Management, Adobe Creative Suite, Management
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Finance Major, Economics Minor, Junior
Central Bucks East High School 2007 — 2011
Katie Tighe Katie Tighe's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Senior Financial Analyst at AbilTo
Industry Health, Wellness and Fitness
Experience
AbilTo January 2015 - Present
AbilTo February 2014 - January 2015
Pershing, a BNY Mellon company June 2013 - August 2013
The Judge Organization June 2011 - January 2013
Greater Oneonta Economic Development Council August 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Transportation, Logistics, Social Media, Event Planning, Access, Research, Outlook, Time Management, Strategic Planning
Education
General Assembly 2015 — 2015
Analytics
State University of New York College at Oneonta 2010 — 2013
Bachelor of Science (BS), Business Economics with a concentration in Finance
Carmel High School 2006 — 2010
AbilTo January 2015 - Present
AbilTo February 2014 - January 2015
Pershing, a BNY Mellon company June 2013 - August 2013
The Judge Organization June 2011 - January 2013
Greater Oneonta Economic Development Council August 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Public Speaking, Transportation, Logistics, Social Media, Event Planning, Access, Research, Outlook, Time Management, Strategic Planning
Education
General Assembly 2015 — 2015
Analytics
State University of New York College at Oneonta 2010 — 2013
Bachelor of Science (BS), Business Economics with a concentration in Finance
Carmel High School 2006 — 2010
Anthony Berni Anthony Berni's Pershing, a BNY Mellon company Experience June 2011 - August 2011
Job Product Brand Specialist at IBM
Industry Information Technology and Services
Experience
IBM June 2015 - Present
HSBC Global Banking and Markets October 2014 - March 2015
BTG Pactual April 2014 - June 2014
Morgan Stanley Wealth Management February 2013 - April 2014
Standard Bank Group January 2012 - March 2012
Lapides Asset Management September 2011 - February 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Vector Marketing July 2008 - September 2010
Skills
Sales Management, Communication, Leadership, Team Leadership, Microsoft Excel, Bloomberg, SAP, Work in A Fast Paced..., Learning Quickly, Capital Markets, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Sales, Time Management, Public Speaking
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Iona Prep 2004 — 2008
High School, Regents with distinction
IBM June 2015 - Present
HSBC Global Banking and Markets October 2014 - March 2015
BTG Pactual April 2014 - June 2014
Morgan Stanley Wealth Management February 2013 - April 2014
Standard Bank Group January 2012 - March 2012
Lapides Asset Management September 2011 - February 2012
Pershing, a BNY Mellon company June 2011 - August 2011
Vector Marketing July 2008 - September 2010
Skills
Sales Management, Communication, Leadership, Team Leadership, Microsoft Excel, Bloomberg, SAP, Work in A Fast Paced..., Learning Quickly, Capital Markets, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Management, Sales, Time Management, Public Speaking
Education
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Iona Prep 2004 — 2008
High School, Regents with distinction
Barry Steelman, AIF® Barry Steelman, AIF®'s Pershing, a BNY Mellon company Experience May 2011 - February 2014
Job Managing Partner and Client Advocate, Private Client Wealth Advisors, LLC
Industry Investment Management
Experience
Private Client Wealth Advisors, LLC March 2014 - Present
Advisor Evolution Group, LLC March 2014 - Present
Pershing a BNY Mellon company May 2011 - February 2014
ADP Retirement Services September 2008 - March 2011
Fidelity Investments October 2001 - August 2008
Fidelity Investments October 2001 - March 2007
Fidelity Investments November 1999 - October 2001
Fidelity Investments 1998 - 1999
Northwestern Mutual June 1994 - October 1997
Skills
Investments, Financial Services, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, 401k, High Net Worth..., Hedge Funds, Retirement, FINRA, Financial Advisory, Insurance, Series 6, Series 63, Finance, Asset Management, Portfolio Management, Business Development, Alternative Investments, Investment Strategies, Selling, Leadership, Asset Allocation, Relationship Management, Investment Management, Series 66, Series 7, Wealth Management..., Sales, Financial Planning, Management, Securities, Equities, Strategic Planning, Fixed Income, Consulting, Financial Analysis
Education
Southern Methodist University 1990 — 1994
Bachelor of Arts, History
Florida State University 2000 — 2002
Center for Academic and Professional Development, Certificate in Financial Planning
Christchurch School, Christchurch VA 1989 — 1990
High School, College Prep, 11th and 12th
Episcopal School of Dallas 1982 — 1989
High School, College Prep, 5th thru 11th
Private Client Wealth Advisors, LLC March 2014 - Present
Advisor Evolution Group, LLC March 2014 - Present
Pershing a BNY Mellon company May 2011 - February 2014
ADP Retirement Services September 2008 - March 2011
Fidelity Investments October 2001 - August 2008
Fidelity Investments October 2001 - March 2007
Fidelity Investments November 1999 - October 2001
Fidelity Investments 1998 - 1999
Northwestern Mutual June 1994 - October 1997
Skills
Investments, Financial Services, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, 401k, High Net Worth..., Hedge Funds, Retirement, FINRA, Financial Advisory, Insurance, Series 6, Series 63, Finance, Asset Management, Portfolio Management, Business Development, Alternative Investments, Investment Strategies, Selling, Leadership, Asset Allocation, Relationship Management, Investment Management, Series 66, Series 7, Wealth Management..., Sales, Financial Planning, Management, Securities, Equities, Strategic Planning, Fixed Income, Consulting, Financial Analysis
Education
Southern Methodist University 1990 — 1994
Bachelor of Arts, History
Florida State University 2000 — 2002
Center for Academic and Professional Development, Certificate in Financial Planning
Christchurch School, Christchurch VA 1989 — 1990
High School, College Prep, 11th and 12th
Episcopal School of Dallas 1982 — 1989
High School, College Prep, 5th thru 11th
Amarnath Mundlamuri Amarnath Mundlamuri's Pershing, a BNY Mellon company Experience June 2012 - Present
Job consultant at Pershing, a BNY Mellon company
Industry Computer Software
Experience
Pershing, a BNY Mellon company June 2012 - Present
DTCC December 2010 - January 2013
Birlasoft (India) Limited January 2010 - January 2011
SemanticSpace Technologies February 2008 - January 2010
ScalarSoft Technologies ,Bangalore August 2007 - February 2008
Gandiva September 2005 - August 2007
Skills
Web Services, Microsoft SQL Server, XML, Oracle, Struts, Java, Spring, Scrum, Hibernate, Java Enterprise Edition, EJB, JSP
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.Tech, Computers
Narasaraopeta Engineering Collage, Narasaraopet 2001 — 2005
B.Tech, Computer Science
Pershing, a BNY Mellon company June 2012 - Present
DTCC December 2010 - January 2013
Birlasoft (India) Limited January 2010 - January 2011
SemanticSpace Technologies February 2008 - January 2010
ScalarSoft Technologies ,Bangalore August 2007 - February 2008
Gandiva September 2005 - August 2007
Skills
Web Services, Microsoft SQL Server, XML, Oracle, Struts, Java, Spring, Scrum, Hibernate, Java Enterprise Edition, EJB, JSP
Education
Jawaharlal Nehru Technological University 2001 — 2005
B.Tech, Computers
Narasaraopeta Engineering Collage, Narasaraopet 2001 — 2005
B.Tech, Computer Science
Elizabeth Bretschneider, PMP Elizabeth Bretschneider, PMP's Pershing, a BNY Mellon company Experience August 2008 - May 2012
Job Senior Project Manager at iPipeline
Industry Information Technology and Services
Experience
iPipeline May 2015 - Present
NRG Edge May 2012 - May 2015
Pershing, a BNY Mellon company August 2008 - May 2012
FIS April 2004 - August 2008
FIS January 2003 - April 2004
Skills
PMO, Databases, Testing, Business Analysis, SharePoint, Software Documentation, Risk Management, Vendor Management, Requirements Analysis, Integration, Strategy, Quality Assurance, Project Portfolio..., SDLC, Management, Process Improvement, Project Management, Software Project..., Agile Methodologies, Software Development, Cross-functional Team..., Requirements Gathering, IT Strategy, Program Management
Education
Penn State University 1990 — 1992
Masters of Management
James Madison University 1983 — 1987
Bachelor's degree
Haddon Twp High School 1979 — 1983
iPipeline May 2015 - Present
NRG Edge May 2012 - May 2015
Pershing, a BNY Mellon company August 2008 - May 2012
FIS April 2004 - August 2008
FIS January 2003 - April 2004
Skills
PMO, Databases, Testing, Business Analysis, SharePoint, Software Documentation, Risk Management, Vendor Management, Requirements Analysis, Integration, Strategy, Quality Assurance, Project Portfolio..., SDLC, Management, Process Improvement, Project Management, Software Project..., Agile Methodologies, Software Development, Cross-functional Team..., Requirements Gathering, IT Strategy, Program Management
Education
Penn State University 1990 — 1992
Masters of Management
James Madison University 1983 — 1987
Bachelor's degree
Haddon Twp High School 1979 — 1983
Rick Osborne, MBA Rick Osborne, MBA's Pershing, a BNY Mellon company Experience August 2012 - Present
Job Corporate Actions International Dividend & Bond Interest at Pershing, a BNY Mellon company
Industry Banking
Experience
Pershing, a BNY Mellon company August 2012 - Present
Regions Bank October 2010 - August 2012
Osborne Tech Solutions LLC September 2008 - June 2011
Enterprise Rent-A-Car February 2010 - October 2010
US Navy November 2009 - January 2010
Regions Bank February 2006 - October 2008
Skills
Loans, Branch Banking, Bank Operations, Cash Management, Account Reconciliation, Troubleshooting, Corporate Actions, Dividends, Bonds, Foreign Exchange, Banking, Customer Service, Leadership, Training, Management, Financial Services
Education
University of Central Florida - College of Business Administration 2005 — 2007
MBA, Business Administration
Florida Atlantic University 2002 — 2004
Bachelor's of Business Administration, Management Information Systems
Pershing, a BNY Mellon company August 2012 - Present
Regions Bank October 2010 - August 2012
Osborne Tech Solutions LLC September 2008 - June 2011
Enterprise Rent-A-Car February 2010 - October 2010
US Navy November 2009 - January 2010
Regions Bank February 2006 - October 2008
Skills
Loans, Branch Banking, Bank Operations, Cash Management, Account Reconciliation, Troubleshooting, Corporate Actions, Dividends, Bonds, Foreign Exchange, Banking, Customer Service, Leadership, Training, Management, Financial Services
Education
University of Central Florida - College of Business Administration 2005 — 2007
MBA, Business Administration
Florida Atlantic University 2002 — 2004
Bachelor's of Business Administration, Management Information Systems
Krishna Kudugi Krishna Kudugi's Pershing, a BNY Mellon company Experience 2015 - Present
Job
Industry Computer Software
Experience
Pershing, a BNY Mellon company 2015 - Present
IGATE 2014 - 2015
C&L Group, LLC 2010 - 2014
RedSalsa Technologies 1999 - 2009
Indian Based Multinational Companies 1993 - 1999
Skills
Applicant Tracking..., Vendor Management, Temporary Placement, Recruiting, CRM, Workforce Planning, Management, Immigration Law, Sourcing, Technical Recruiting, Screening, Internet Recruiting, Benefits Negotiation, Staff Augmentation, Staffing Services, Executive Recruiting, Financial Services, Professional Services, Full-cycle Recruiting, Strategic Sourcing, Direct Sourcing, Contract Recruitment, Permanent Staffing, Talent Acquisition, Business Intelligence, SDLC, Resource Management, Human Resources, Screening Resumes, Leadership, Business Development, IT Recruitment, Onboarding, Cold Calling, Networking, Consulting, Outsourcing, Account Management, Business Analysis, Salesforce.com, Permanent Placement, College Recruiting, Search, Recruitments, Employer Branding, Talent Management, Industrial Sector, Executive Search
Education
BLDE Engg College Bijapur
Engineering
Karnatak University
Engineering
Osmania University
PG Diploma
SAINIK SCHOOL BIJAPUR
High School
Pershing, a BNY Mellon company 2015 - Present
IGATE 2014 - 2015
C&L Group, LLC 2010 - 2014
RedSalsa Technologies 1999 - 2009
Indian Based Multinational Companies 1993 - 1999
Skills
Applicant Tracking..., Vendor Management, Temporary Placement, Recruiting, CRM, Workforce Planning, Management, Immigration Law, Sourcing, Technical Recruiting, Screening, Internet Recruiting, Benefits Negotiation, Staff Augmentation, Staffing Services, Executive Recruiting, Financial Services, Professional Services, Full-cycle Recruiting, Strategic Sourcing, Direct Sourcing, Contract Recruitment, Permanent Staffing, Talent Acquisition, Business Intelligence, SDLC, Resource Management, Human Resources, Screening Resumes, Leadership, Business Development, IT Recruitment, Onboarding, Cold Calling, Networking, Consulting, Outsourcing, Account Management, Business Analysis, Salesforce.com, Permanent Placement, College Recruiting, Search, Recruitments, Employer Branding, Talent Management, Industrial Sector, Executive Search
Education
BLDE Engg College Bijapur
Engineering
Karnatak University
Engineering
Osmania University
PG Diploma
SAINIK SCHOOL BIJAPUR
High School
Jack Huber Jack Huber's Pershing, a BNY Mellon company Experience April 2007 - March 2010
Job Global sales management, product management and new business development
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deutsche Bank October 2014 - Present
Citi April 2010 - April 2014
Pershing, a BNY Mellon company April 2007 - March 2010
Fidelity Investments March 2005 - March 2007
ASTEC Consulting 2003 - 2005
IBLX May 2001 - February 2003
Deutsche Bank January 2000 - May 2001
Lehman Brothers 1986 - 2000
Salomon Brothers December 1978 - May 1986
Skills
Capital Markets, Equities, Securities, Hedge Funds, Derivatives, Asset Management, Alternative Investments, Investment Banking, Fixed Income, Portfolio Management, Series 63, Series 7, Bloomberg
Education
Hobart and William Smith Colleges 1974 — 1978
Bachelor of Arts (B.A.), Economics
Jon-Paul Marnien Jon-Paul Marnien's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Technologist | Architect | Leader | Engineer
Industry Computer Software
Experience
Pershing, a BNY Mellon company September 2015 - Present
Penske Media Corporation September 2014 - May 2015
Condé Nast August 2013 - September 2014
Spa Finder February 2012 - August 2013
RevSystems, Inc. October 2002 - January 2012
Lafayette College February 2007 - December 2011
Skills
Software Development, Web Applications, Apache, Java, JavaScript, Databases, MySQL, Hibernate, Java Enterprise Edition, HTML, CSS, Web Development, Spring Framework, XML, Oracle, System Architecture, SQL, Architecture, Linux, Architectures, Open Source, Amazon Web Services..., Scrum, Microsoft SQL Server, Web Services, Unix, Management, Integration, Security, Mobile Applications, PHP, WordPress, Software Architecture, Testing, Scalability, Feasibility Testing, System Migration..., System Optimization, Reliability, IT Security, Technical..., Team Development, Website Optimization, Agile, Leadership, Team Leadership, Innovative Marketing..., SOA, Agile Methodologies
Education
Lafayette College 1997 — 2002
Bachelor Of Science, Computer Science
Father Judge High School 1993 — 1997
High School
Pershing, a BNY Mellon company September 2015 - Present
Penske Media Corporation September 2014 - May 2015
Condé Nast August 2013 - September 2014
Spa Finder February 2012 - August 2013
RevSystems, Inc. October 2002 - January 2012
Lafayette College February 2007 - December 2011
Skills
Software Development, Web Applications, Apache, Java, JavaScript, Databases, MySQL, Hibernate, Java Enterprise Edition, HTML, CSS, Web Development, Spring Framework, XML, Oracle, System Architecture, SQL, Architecture, Linux, Architectures, Open Source, Amazon Web Services..., Scrum, Microsoft SQL Server, Web Services, Unix, Management, Integration, Security, Mobile Applications, PHP, WordPress, Software Architecture, Testing, Scalability, Feasibility Testing, System Migration..., System Optimization, Reliability, IT Security, Technical..., Team Development, Website Optimization, Agile, Leadership, Team Leadership, Innovative Marketing..., SOA, Agile Methodologies
Education
Lafayette College 1997 — 2002
Bachelor Of Science, Computer Science
Father Judge High School 1993 — 1997
High School
Patrick Pottinger's Pershing, a BNY Mellon company Experience March 2010 - October 2012
Job Partner Integration Implementation and Support Team Lead at Paylocity
Industry Information Technology and Services
Experience
Paylocity August 2015 - Present
Paylocity March 2013 - August 2015
Pershing, a BNY Mellon company March 2010 - October 2012
Pershing, a BNY Mellon company January 2008 - March 2010
Pershing, a BNY Mellon company March 2006 - January 2008
Skills
SQL, Microsoft Excel, Training, Payroll, User Acceptance Testing, Quality Assurance Review, Problem Solving, Project Management, Agile Testing, Customer Service, Testing, Financial Analysis, Defect Tracking, Business Analysis
Education
Embry-Riddle Aeronautical University 1999 — 2002
Bachelor’s Degree
Paylocity August 2015 - Present
Paylocity March 2013 - August 2015
Pershing, a BNY Mellon company March 2010 - October 2012
Pershing, a BNY Mellon company January 2008 - March 2010
Pershing, a BNY Mellon company March 2006 - January 2008
Skills
SQL, Microsoft Excel, Training, Payroll, User Acceptance Testing, Quality Assurance Review, Problem Solving, Project Management, Agile Testing, Customer Service, Testing, Financial Analysis, Defect Tracking, Business Analysis
Education
Embry-Riddle Aeronautical University 1999 — 2002
Bachelor’s Degree
Caroline Gadsden's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Senior seeking fulltime employment
Industry
Experience
Pershing, a BNY Mellon company June 2015 - August 2015
Emory University Goizueta Business School December 2013 - May 2015
Emory University Goizueta Business School May 2014 - August 2014
Little PINK Book April 2014 - August 2014
Emory University Psychology Department, Dr. Waldman August 2013 - May 2014
Skills
Research, Data Analysis, Social Media, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Event Planning, Customer Service, PowerPoint, Teamwork, Leadership, Public Relations, PeopleSoft, WordPress, OnBase, Project Management
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics
John Cabot University
Rome, Italy
Fayetteville- Manlius High School 2008 — 2012
Pershing, a BNY Mellon company June 2015 - August 2015
Emory University Goizueta Business School December 2013 - May 2015
Emory University Goizueta Business School May 2014 - August 2014
Little PINK Book April 2014 - August 2014
Emory University Psychology Department, Dr. Waldman August 2013 - May 2014
Skills
Research, Data Analysis, Social Media, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Event Planning, Customer Service, PowerPoint, Teamwork, Leadership, Public Relations, PeopleSoft, WordPress, OnBase, Project Management
Education
Emory University 2012 — 2016
Bachelor's Degree, Economics
John Cabot University
Rome, Italy
Fayetteville- Manlius High School 2008 — 2012
Frank L. McLaughlin IV's Pershing, a BNY Mellon company Experience June 2011 - August 2011
Job J.D. Candidate University of San Diego School of Law
Industry Law Practice
Experience
Prudential Financial January 2015 - August 2015
Dixon Hughes Goodman LLP September 2012 - January 2015
Pershing, a BNY Mellon company June 2011 - August 2011
ING Investment Management June 2010 - August 2010
Pershing, a BNY Mellon company June 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Accounting, Microsoft Excel, Auditing, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Internal Controls, Internal Audit, Leadership, Financial Forecasting, Financial Modeling, Financial Analysis, Insurance, Financial Reporting, Hyperion Reports, Vision, US GAAP, Public Speaking, Financial Accounting, Securities Litigation, Corporate Law, Business Litigation, Contract Law, Litigation, Competition Law, Civil Litigation, Employment Litigation, Employment Law, Legal Research, Legal Writing, Investments, Westlaw, GAAP, FASB, GASB, IFRS, Analysis, Data Analysis, Economics, Variance Analysis, Finance, Bloomberg Terminal, Research
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
George Mason University 2007 — 2012
Bachelor's degree, Economics, General
George Mason University - School of Management 2007 — 2012
Bachelor of Science (B.S.), Finance, General
Prudential Financial January 2015 - August 2015
Dixon Hughes Goodman LLP September 2012 - January 2015
Pershing, a BNY Mellon company June 2011 - August 2011
ING Investment Management June 2010 - August 2010
Pershing, a BNY Mellon company June 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Accounting, Microsoft Excel, Auditing, Microsoft Office, PowerPoint, Teamwork, Microsoft Word, Internal Controls, Internal Audit, Leadership, Financial Forecasting, Financial Modeling, Financial Analysis, Insurance, Financial Reporting, Hyperion Reports, Vision, US GAAP, Public Speaking, Financial Accounting, Securities Litigation, Corporate Law, Business Litigation, Contract Law, Litigation, Competition Law, Civil Litigation, Employment Litigation, Employment Law, Legal Research, Legal Writing, Investments, Westlaw, GAAP, FASB, GASB, IFRS, Analysis, Data Analysis, Economics, Variance Analysis, Finance, Bloomberg Terminal, Research
Education
University of San Diego School of Law 2015 — 2018
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
George Mason University 2007 — 2012
Bachelor's degree, Economics, General
George Mason University - School of Management 2007 — 2012
Bachelor of Science (B.S.), Finance, General
Jordan Abramczyk's Pershing, a BNY Mellon company Experience May 2012 - September 2012
Job Pursuing Degree in Accounting at Drexel University
Industry Financial Services
Experience
Heffler, Radetich & Saitta LLP September 2013 - April 2014
MicroSociety September 2012 - September 2013
Pershing, a BNY Mellon company May 2012 - September 2012
Wawa, Inc. April 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Non-profits, Bookkeeping, Money Management, Financial Accounting, Education, Nonprofits, Leadership
Education
Drexel University - LeBow College of Business 2011 — 2016
Bachelor of Science in Business Administration (BSBA), - Accounting
Colts Neck High School - NJROTC 2007 — 2011
High School Diploma
Heffler, Radetich & Saitta LLP September 2013 - April 2014
MicroSociety September 2012 - September 2013
Pershing, a BNY Mellon company May 2012 - September 2012
Wawa, Inc. April 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Public Speaking, Teamwork, Non-profits, Bookkeeping, Money Management, Financial Accounting, Education, Nonprofits, Leadership
Education
Drexel University - LeBow College of Business 2011 — 2016
Bachelor of Science in Business Administration (BSBA), - Accounting
Colts Neck High School - NJROTC 2007 — 2011
High School Diploma
Jim Crowley's Pershing, a BNY Mellon company Experience 1982 - Present
Job Chief Relationship Officer, Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company 1982 - Present
Skills
Relationship Management, Mutual Funds, Financial Services, Securities, Series 7, Trading Systems, Leadership, Series 24, Series 63, Management, Executive Management, Options, Fixed Income, Financial Markets, Wealth Management, Hedge Funds, FINRA, Customer Service, Equities
Education
Florida State University 1976 — 1981
Bachelor’s Degree, Management
Securities Industry Institute at The Wharton School
Pershing, a BNY Mellon company 1982 - Present
Skills
Relationship Management, Mutual Funds, Financial Services, Securities, Series 7, Trading Systems, Leadership, Series 24, Series 63, Management, Executive Management, Options, Fixed Income, Financial Markets, Wealth Management, Hedge Funds, FINRA, Customer Service, Equities
Education
Florida State University 1976 — 1981
Bachelor’s Degree, Management
Securities Industry Institute at The Wharton School
Frank Loffreno's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Prime Brokerage at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2014 - Present
The Law Offices of Michael J. Motelson January 2014 - June 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Lincoln Financial Group January 2013 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Richmond County District Attorneys Office June 2011 - August 2012
Skills
Finance, Financial Services, Investment Banking, Prime Brokerage, Equity Swaps, User Acceptance Testing, Financial Analysis, Financial Reporting, Operational Analysis, Due Diligence, Reconciliation, Valuation, Customer Service, PrimeSwap, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Planning
Education
Iona College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance major, Economics minor, GPA 3.5 Major GPA 3.9
Credit Suisse June 2014 - Present
The Law Offices of Michael J. Motelson January 2014 - June 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Lincoln Financial Group January 2013 - May 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Richmond County District Attorneys Office June 2011 - August 2012
Skills
Finance, Financial Services, Investment Banking, Prime Brokerage, Equity Swaps, User Acceptance Testing, Financial Analysis, Financial Reporting, Operational Analysis, Due Diligence, Reconciliation, Valuation, Customer Service, PrimeSwap, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Financial Planning
Education
Iona College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance major, Economics minor, GPA 3.5 Major GPA 3.9
Alexander Bowen Alexander Bowen's Pershing, a BNY Mellon company Experience July 2014 - Present
Job Exception Processing Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2014 - Present
Factory eStores May 2012 - Present
Roland George Investment Program August 2013 - May 2014
Stetson University June 2013 - May 2014
KCM Asset Management May 2013 - January 2014
Stetson University August 2012 - July 2013
Stetson University August 2012 - December 2012
Skills
Investments, Valuation, Budgets, Financial Analysis, Bloomberg Terminal, Financial Markets, Asset Management, Accounting, Equity Valuation, Pricing Analysis, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Equity Trading, Bloomberg, Finance
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Leopold-Franzens Universität Innsbruck 2012 — 2012
Study Abroad Program, Business Statistics and Strategic Management
G.A.M.E. Conference 2014 — 2014
Pershing, a BNY Mellon company July 2014 - Present
Factory eStores May 2012 - Present
Roland George Investment Program August 2013 - May 2014
Stetson University June 2013 - May 2014
KCM Asset Management May 2013 - January 2014
Stetson University August 2012 - July 2013
Stetson University August 2012 - December 2012
Skills
Investments, Valuation, Budgets, Financial Analysis, Bloomberg Terminal, Financial Markets, Asset Management, Accounting, Equity Valuation, Pricing Analysis, Event Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, English, Equity Trading, Bloomberg, Finance
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Leopold-Franzens Universität Innsbruck 2012 — 2012
Study Abroad Program, Business Statistics and Strategic Management
G.A.M.E. Conference 2014 — 2014
Peter Staples's Pershing, a BNY Mellon company Experience June 1998 - August 1999
Job
Industry Information Technology and Services
Experience
MUFG in the Americas April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ, Ltd April 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ May 2009 - April 2013
CIBC World Markets 2000 - 2006
Prudential Financial August 1999 - March 2000
Pershing, a BNY Mellon company June 1998 - August 1999
NYFE, Cotton Exchange, COMEX Exchange January 1995 - January 1998
Clarendon Ltd, June 1989 - January 1995
Natural Resource Industry September 1979 - June 1989
Skills
Data Warehousing, Enterprise Architecture, SDLC, Risk Management, Business Intelligence, Business Analysis, Change Management, Banking, Program Management, Capital Markets, IT Management, IT Strategy, Vendor Management, Fixed Income
Education
CHUBB - Top Gun 1998 — 1998
Certificate
University of Arizona 1981 — 1983
MS
Earlham College 1975 — 1979
Bachelor's degree
MUFG in the Americas April 2015 - Present
Bank of Tokyo-Mitsubishi UFJ, Ltd April 2013 - April 2015
Bank of Tokyo-Mitsubishi UFJ May 2009 - April 2013
CIBC World Markets 2000 - 2006
Prudential Financial August 1999 - March 2000
Pershing, a BNY Mellon company June 1998 - August 1999
NYFE, Cotton Exchange, COMEX Exchange January 1995 - January 1998
Clarendon Ltd, June 1989 - January 1995
Natural Resource Industry September 1979 - June 1989
Skills
Data Warehousing, Enterprise Architecture, SDLC, Risk Management, Business Intelligence, Business Analysis, Change Management, Banking, Program Management, Capital Markets, IT Management, IT Strategy, Vendor Management, Fixed Income
Education
CHUBB - Top Gun 1998 — 1998
Certificate
University of Arizona 1981 — 1983
MS
Earlham College 1975 — 1979
Bachelor's degree
Paul Salamy, PMP, CSM's Pershing, a BNY Mellon company Experience August 2012 - Present
Job Release Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2012 - Present
BNYMellon January 2006 - Present
BNYMellon January 2005 - November 2005
Destiny Software/WebSolutions 2000 - 2002
Destiny Web Solutions, Inc January 2000 - January 2001
Accenture /Andersen Consulting January 1999 - January 2000
AverStar, Inc January 1997 - January 1999
US Navy January 1987 - January 1996
Skills
SDLC, Testing, User Acceptance Testing, Quality Assurance, Software Project..., Requirements Gathering, Test Planning, Software Documentation, PMP, Business Analysis, MS Project, Business Requirements, Project Management, Databases, Six Sigma, Test Automation, Java, Requirements Management, Management, Leadership, Requirements Analysis, Visio, Program Management, Project Planning, Risk Management
Education
Naval Post Graduate School 2009 — 2009
Certificate, Systems Engineering
Naval Postgraduate School 2006 — 2007
Certificate Systems Engineering
Florida Institute of Technology 1992 — 1994
MS Management, Management
Florida Institute of Technology 1992 — 1994
M.S, Management
Villanova University 1983 — 1987
Bachelor of Science (B.S.), Civil Engineering
Villanova University 1983 — 1987
B.S, Civil Engineering
Pershing, a BNY Mellon company August 2012 - Present
BNYMellon January 2006 - Present
BNYMellon January 2005 - November 2005
Destiny Software/WebSolutions 2000 - 2002
Destiny Web Solutions, Inc January 2000 - January 2001
Accenture /Andersen Consulting January 1999 - January 2000
AverStar, Inc January 1997 - January 1999
US Navy January 1987 - January 1996
Skills
SDLC, Testing, User Acceptance Testing, Quality Assurance, Software Project..., Requirements Gathering, Test Planning, Software Documentation, PMP, Business Analysis, MS Project, Business Requirements, Project Management, Databases, Six Sigma, Test Automation, Java, Requirements Management, Management, Leadership, Requirements Analysis, Visio, Program Management, Project Planning, Risk Management
Education
Naval Post Graduate School 2009 — 2009
Certificate, Systems Engineering
Naval Postgraduate School 2006 — 2007
Certificate Systems Engineering
Florida Institute of Technology 1992 — 1994
MS Management, Management
Florida Institute of Technology 1992 — 1994
M.S, Management
Villanova University 1983 — 1987
Bachelor of Science (B.S.), Civil Engineering
Villanova University 1983 — 1987
B.S, Civil Engineering
Roberto Vaina, MBA's Pershing, a BNY Mellon company Experience April 2013 - Present
Job Vice President, Regulatory Reporting Manager at Pershing, BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2013 - Present
Morgan Stanley June 2011 - April 2013
Morgan Stanley October 2007 - June 2011
Finance Bank Holding Co Control Framework October 2007 - June 2011
Goldman Sachs & Co June 2006 - September 2007
Goldman Sachs June 2006 - September 2007
Morgan Stanley March 2002 - June 2006
Morgan Stanley March 2002 - June 2006
JPMorgan Chase May 2000 - March 2002
Skills
Sarbanes-Oxley Act, Basel II, Accounts Payable, Regulatory Reporting, FFIEC 101, Treasury Operations
Education
Fordham University 2006 — 2012
MBA, Accounting, Graduate Level
Fordham University 1996 — 2000
Bachelor's degree, Economics
Xaverian High School 1992 — 1996
Pershing, a BNY Mellon company April 2013 - Present
Morgan Stanley June 2011 - April 2013
Morgan Stanley October 2007 - June 2011
Finance Bank Holding Co Control Framework October 2007 - June 2011
Goldman Sachs & Co June 2006 - September 2007
Goldman Sachs June 2006 - September 2007
Morgan Stanley March 2002 - June 2006
Morgan Stanley March 2002 - June 2006
JPMorgan Chase May 2000 - March 2002
Skills
Sarbanes-Oxley Act, Basel II, Accounts Payable, Regulatory Reporting, FFIEC 101, Treasury Operations
Education
Fordham University 2006 — 2012
MBA, Accounting, Graduate Level
Fordham University 1996 — 2000
Bachelor's degree, Economics
Xaverian High School 1992 — 1996
Douglas Ottavio's Pershing, a BNY Mellon company Experience October 1994 - October 1996
Job Director at UBS
Industry Financial Services
Experience
UBS Wealth Management 2012 - Present
UBS Wealth Management 2007 - 2012
UBS Wealth Management 2004 - 2007
UBS Wealth Management 2000 - 2004
UBS Wealth Management 1998 - 2000
UBS Wealth Management 1996 - 1998
Pershing, a BNY Mellon company October 1994 - October 1996
Skills
SDLC, Business Analysis, IT Strategy, DB2, Information Technology, Project Portfolio..., Vendor Management, Mainframe, Business Requirements, Business Process..., ITIL, Stored Procedures, Websphere, Data Warehousing, Enterprise Architecture, Web Applications, Portfolio Management, COBOL, Software Project..., PMO, Software Development, Requirements Analysis, Web Development, Web Services, Database Design, Data Modeling, Data Management
Education
Stevens Institute of Technology 2000 — 2002
Master's Degree, Information Systems (MSIS), GPA 4.0/4.0
State University of New York at Buffalo
Bachelor's Degree, Mechanical Engineering (BSME)
Farmingdale State University of New York
Associate's Degree, Engineering Science
IT Mentors
Certificate, Web Development, Sponsored by UBS
The Chubb Institute, Jersey City NJ
Certificate, Introduction to Computer Programming
UBS Wealth Management 2012 - Present
UBS Wealth Management 2007 - 2012
UBS Wealth Management 2004 - 2007
UBS Wealth Management 2000 - 2004
UBS Wealth Management 1998 - 2000
UBS Wealth Management 1996 - 1998
Pershing, a BNY Mellon company October 1994 - October 1996
Skills
SDLC, Business Analysis, IT Strategy, DB2, Information Technology, Project Portfolio..., Vendor Management, Mainframe, Business Requirements, Business Process..., ITIL, Stored Procedures, Websphere, Data Warehousing, Enterprise Architecture, Web Applications, Portfolio Management, COBOL, Software Project..., PMO, Software Development, Requirements Analysis, Web Development, Web Services, Database Design, Data Modeling, Data Management
Education
Stevens Institute of Technology 2000 — 2002
Master's Degree, Information Systems (MSIS), GPA 4.0/4.0
State University of New York at Buffalo
Bachelor's Degree, Mechanical Engineering (BSME)
Farmingdale State University of New York
Associate's Degree, Engineering Science
IT Mentors
Certificate, Web Development, Sponsored by UBS
The Chubb Institute, Jersey City NJ
Certificate, Introduction to Computer Programming
Andrew Grossman's Pershing, a BNY Mellon company Experience June 2001 - November 2004
Job Vice President of Development and Marketing at Alzheimer's Association®
Industry Education Management
Experience
Alzheimer's Association® August 2015 - Present
University of Rochester May 2006 - May 2015
Twin Horn LLC December 2004 - April 2006
Pershing, a BNY Mellon company June 2001 - November 2004
Norddeutsche Landesbank September 1994 - August 1999
Cantor Fitzgerald and Martin Bierbaum Money Markets June 1992 - August 1994
Skills
Annual Giving, Volunteer Management, Stewardship, Alumni Relations, Prospect Research, Philanthropy, Higher Education, Fundraising, Community Outreach, Planned Giving
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance, 3.9 GPA, Beta Gamma Sigma
Washington University in St. Louis 1988 — 1992
BA, Political Science
Alzheimer's Association® August 2015 - Present
University of Rochester May 2006 - May 2015
Twin Horn LLC December 2004 - April 2006
Pershing, a BNY Mellon company June 2001 - November 2004
Norddeutsche Landesbank September 1994 - August 1999
Cantor Fitzgerald and Martin Bierbaum Money Markets June 1992 - August 1994
Skills
Annual Giving, Volunteer Management, Stewardship, Alumni Relations, Prospect Research, Philanthropy, Higher Education, Fundraising, Community Outreach, Planned Giving
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance, 3.9 GPA, Beta Gamma Sigma
Washington University in St. Louis 1988 — 1992
BA, Political Science
Johanna (Koch) Loose's Pershing, a BNY Mellon company Experience March 2005 - June 2006
Job Team Lead at SEI
Industry Financial Services
Experience
SEI Investments June 2006 - Present
Pershing, a BNY Mellon company March 2005 - June 2006
Users Incorporated 2004 - 2005
Fiserv Lending Solutions 2002 - 2004
Sanchez Computer Associates 2001 - 2002
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Requirements, Leadership, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, Project Management, Integration, SharePoint, PMP, Data Warehousing, Agile Project Management, Quality Assurance, Visio, Business Process..., Project Portfolio..., User Acceptance Testing
Education
Villanova University 2005 — 2005
Certification, Project Management
Kutztown University of Pennsylvania 1993 — 1997
Bachelor Science, Business Administration and Management
SEI Investments June 2006 - Present
Pershing, a BNY Mellon company March 2005 - June 2006
Users Incorporated 2004 - 2005
Fiserv Lending Solutions 2002 - 2004
Sanchez Computer Associates 2001 - 2002
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Requirements, Leadership, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, Project Management, Integration, SharePoint, PMP, Data Warehousing, Agile Project Management, Quality Assurance, Visio, Business Process..., Project Portfolio..., User Acceptance Testing
Education
Villanova University 2005 — 2005
Certification, Project Management
Kutztown University of Pennsylvania 1993 — 1997
Bachelor Science, Business Administration and Management
Hemerson Shadeed's Pershing, a BNY Mellon company Experience October 2014 - Present
Job Vice President, Enterprise Billing Service at Pershing, a BNY Mellon company
Industry Computer Software
Experience
Pershing, a BNY Mellon company October 2014 - Present
The Bank of New York Mellon January 2011 - October 2014
FIS Banking Solutions - Bankway November 2002 - January 2011
Skills
SDLC, Business Analysis, SQL, Banking, Requirements Analysis, Visio, Requirements Gathering, MS Project, Software Project..., Process Improvement, Software Documentation, Business Process, User Acceptance Testing, Business Intelligence, Vendor Management, Business Requirements, Agile Methodologies, Databases, SharePoint, Data Warehousing, Integration, Microsoft SQL Server, PMP, Software Development, COBOL, Enterprise Architecture, Unix, Solution Architecture, Software Architectural...
Education
University of West Florida 2000 — 2002
BS, Computer Science
Edison Community College 1996 — 2000
AA, Pre-Computer Engineering
Pershing, a BNY Mellon company October 2014 - Present
The Bank of New York Mellon January 2011 - October 2014
FIS Banking Solutions - Bankway November 2002 - January 2011
Skills
SDLC, Business Analysis, SQL, Banking, Requirements Analysis, Visio, Requirements Gathering, MS Project, Software Project..., Process Improvement, Software Documentation, Business Process, User Acceptance Testing, Business Intelligence, Vendor Management, Business Requirements, Agile Methodologies, Databases, SharePoint, Data Warehousing, Integration, Microsoft SQL Server, PMP, Software Development, COBOL, Enterprise Architecture, Unix, Solution Architecture, Software Architectural...
Education
University of West Florida 2000 — 2002
BS, Computer Science
Edison Community College 1996 — 2000
AA, Pre-Computer Engineering
Robert Sheahan's Pershing, a BNY Mellon company Experience June 2014 - Present
Job Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Pershing, a BNY Mellon company June 2014 - Present
QED Financial Systems July 2013 - June 2014
Mill Creek Capital Advisors, LLC March 2011 - June 2013
Market Street Advisors October 2010 - March 2011
Clearbrook Financial August 2007 - March 2010
Rorer Asset Management January 2006 - August 2007
1838 Investment Advisors March 2000 - June 2005
Skills
Equities, Marketing Strategy, Business Development, Sales, Fixed Income, Investments, Series 7, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Securities, Relationship Management, Investment Strategies, Investment Management, Wealth Management, Financial Services
Education
Fordham University 1995 — 1999
Bachelor of Arts (BA), Economics
Plymouth Whitemarsh 1991 — 1995
Paul Lewandowski's Pershing, a BNY Mellon company Experience October 1998 - Present
Job Vice President at Pershing LLC, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 1998 - Present
Skills
Series 7, Series 63, Account Management, Finance, Securities, Financial Services, Back Office, Relationship Management, Mutual Funds, Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Equities, Fixed Income, Alternative Investments, Trading Systems, Series 24, Trading, Investments, Hedge Funds
Education
Hofstra University 1994 — 1998
Finance, General
Pershing, a BNY Mellon company October 1998 - Present
Skills
Series 7, Series 63, Account Management, Finance, Securities, Financial Services, Back Office, Relationship Management, Mutual Funds, Wealth Management, Retirement Planning, Financial Advisory, Investment Advisory, Equities, Fixed Income, Alternative Investments, Trading Systems, Series 24, Trading, Investments, Hedge Funds
Education
Hofstra University 1994 — 1998
Finance, General
Bryan Gross's Pershing, a BNY Mellon company Experience May 2001 - July 2004
Job Director of Operations at Home Helpers of Philadelphia
Industry Hospital & Health Care
Experience
Home Helpers of Philadelphia October 2013 - Present
NCAA August 2008 - Present
PIAA August 2000 - Present
Apex Financial Advisors, Inc. November 2010 - October 2013
Home Helpers of Philadelphia May 2009 - November 2010
Pitcairn Financial Group August 2004 - December 2008
Pitcairn Financial Group August 2004 - January 2008
Pershing, a BNY Mellon company May 2001 - July 2004
Pershing, a BNY Mellon company July 2000 - May 2001
Delaware Investments February 1999 - July 2000
Skills
Investments, Customer Relations, Excel, Microsoft Office, Word, Customer Service, Writing, Problem Solving, Administration, Mutual Funds, ETFs, Equity Trading, Separately Managed..., Alternative Investments, Estate Planning, Hedge Funds, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management, Common Sense, Tax Advice & Planning, Comprehensive Financial..., Generational Asset..., Investment Banking, Management, Accounting, Financial Goals, Portfolio Management, Tax Advisory, Account Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation, Equities, Microsoft Excel, Microsoft Word
Education
Ithaca College 1991 — 1995
Bachelor’s Degree
Saint John Neumann H.S. 1990 — 1991
Bachelor’s Degree
Home Helpers of Philadelphia October 2013 - Present
NCAA August 2008 - Present
PIAA August 2000 - Present
Apex Financial Advisors, Inc. November 2010 - October 2013
Home Helpers of Philadelphia May 2009 - November 2010
Pitcairn Financial Group August 2004 - December 2008
Pitcairn Financial Group August 2004 - January 2008
Pershing, a BNY Mellon company May 2001 - July 2004
Pershing, a BNY Mellon company July 2000 - May 2001
Delaware Investments February 1999 - July 2000
Skills
Investments, Customer Relations, Excel, Microsoft Office, Word, Customer Service, Writing, Problem Solving, Administration, Mutual Funds, ETFs, Equity Trading, Separately Managed..., Alternative Investments, Estate Planning, Hedge Funds, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management, Common Sense, Tax Advice & Planning, Comprehensive Financial..., Generational Asset..., Investment Banking, Management, Accounting, Financial Goals, Portfolio Management, Tax Advisory, Account Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation, Equities, Microsoft Excel, Microsoft Word
Education
Ithaca College 1991 — 1995
Bachelor’s Degree
Saint John Neumann H.S. 1990 — 1991
Bachelor’s Degree
John Sakal's Pershing, a BNY Mellon company Experience May 2012 - March 2014
Job Business Development Contractor Cisco Systems
Industry Computer & Network Security
Experience
Cisco (Contractor thru Astron Consulting) April 2014 - Present
Pershing, a BNY Mellon company May 2012 - March 2014
Broadview Networks December 2010 - April 2012
Education
La Salle University - School of Business Administration 1990 — 1994
Cisco (Contractor thru Astron Consulting) April 2014 - Present
Pershing, a BNY Mellon company May 2012 - March 2014
Broadview Networks December 2010 - April 2012
Education
La Salle University - School of Business Administration 1990 — 1994
Andrew Hirschler's Pershing, a BNY Mellon company Experience July 2015 - Present
Job Senior Practice Management Consultant at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2015 - Present
UBS Wealth Management December 2009 - July 2015
UBS Wealth Management May 2007 - December 2009
Charles Schwab May 2004 - May 2007
UBS Wealth Management May 1999 - May 2004
Skills
Series 7, Series 24, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Mutual Funds, FINRA, Finance, Fixed Income, Investment Advisory, Alternative Investments, Portfolio Management, Capital Markets, Equities, Securities, Financial Markets, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
Finance, Business Administration and Management, General
University of Massachusetts, Amherst 1983 — 1987
BBA, Finance
Pershing, a BNY Mellon company July 2015 - Present
UBS Wealth Management December 2009 - July 2015
UBS Wealth Management May 2007 - December 2009
Charles Schwab May 2004 - May 2007
UBS Wealth Management May 1999 - May 2004
Skills
Series 7, Series 24, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Mutual Funds, FINRA, Finance, Fixed Income, Investment Advisory, Alternative Investments, Portfolio Management, Capital Markets, Equities, Securities, Financial Markets, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1987
Finance, Business Administration and Management, General
University of Massachusetts, Amherst 1983 — 1987
BBA, Finance
Alpana Hoffman, PMP's Pershing, a BNY Mellon company Experience October 1998 - October 2000
Job Customer Program Manager at AlcatelLucent
Industry Telecommunications
Experience
Alcatel-Lucent May 2014 - Present
Alcatel-lucent September 2006 - May 2014
Pershing, a BNY Mellon company October 1998 - October 2000
Skills
IP, MPLS, Ethernet, Outsourcing, VoIP, Vendor Management, Strategic Planning, Program Management, CRM, Telecommunications, Managed Services, Project Management, Management, Networking, Team Leadership, Testing, Troubleshooting, Enterprise Software, Business Development, PMO
Education
Gujarat University 1979 — 1982
BA, Accounting
Alcatel-Lucent May 2014 - Present
Alcatel-lucent September 2006 - May 2014
Pershing, a BNY Mellon company October 1998 - October 2000
Skills
IP, MPLS, Ethernet, Outsourcing, VoIP, Vendor Management, Strategic Planning, Program Management, CRM, Telecommunications, Managed Services, Project Management, Management, Networking, Team Leadership, Testing, Troubleshooting, Enterprise Software, Business Development, PMO
Education
Gujarat University 1979 — 1982
BA, Accounting
Krishnan Nambiar's Pershing, a BNY Mellon company Experience June 1988 - July 1989
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2007 - Present
Merrill Lynch February 1991 - February 2007
Chase August 1989 - January 1991
Pershing, a BNY Mellon company June 1988 - July 1989
Bankers Trust December 1985 - May 1988
Royal Insurance October 1984 - October 1985
Riyam Investments March 1983 - September 1984
Fluor Corporation November 1981 - July 1982
Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments
Education
Indian Statistical Institute 1979 — 1981
Master of Technology (M.Tech.), Computer Science
Indian Institute of Technology, Madras 1977 — 1979
Master of Science (M.Sc.), Mathematics
Bank of America Merrill Lynch March 2007 - Present
Merrill Lynch February 1991 - February 2007
Chase August 1989 - January 1991
Pershing, a BNY Mellon company June 1988 - July 1989
Bankers Trust December 1985 - May 1988
Royal Insurance October 1984 - October 1985
Riyam Investments March 1983 - September 1984
Fluor Corporation November 1981 - July 1982
Skills
Derivatives, Asset Management, Risk Management, Financial Services, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Equities, Capital Markets, SQL, Investment Banking, Bloomberg, Portfolio Management, Trading Systems, Alternative Investments, Securities, Investments
Education
Indian Statistical Institute 1979 — 1981
Master of Technology (M.Tech.), Computer Science
Indian Institute of Technology, Madras 1977 — 1979
Master of Science (M.Sc.), Mathematics
Jason Hodak's Pershing, a BNY Mellon company Experience February 2011 - February 2015
Job Financial Operations
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
Pershing, a BNY Mellon company February 2011 - February 2015
Merrill Lynch July 2009 - February 2011
Merrill Lynch June 2006 - July 2009
Bank of America Merrill Lynch 2004 - 2005
Skills
Series 7, Financial Analysis, Mutual Funds, Financial Services, Series 63, Microsoft Excel, 401k, Retirement, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Financial management and Accounting
Indiana University of Pennsylvania 1997 — 2002
Finance
Bank of America Merrill Lynch June 2015 - Present
Pershing, a BNY Mellon company February 2011 - February 2015
Merrill Lynch July 2009 - February 2011
Merrill Lynch June 2006 - July 2009
Bank of America Merrill Lynch 2004 - 2005
Skills
Series 7, Financial Analysis, Mutual Funds, Financial Services, Series 63, Microsoft Excel, 401k, Retirement, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's degree, Financial management and Accounting
Indiana University of Pennsylvania 1997 — 2002
Finance
Summer Cavalier's Pershing, a BNY Mellon company Experience June 2009 - Present
Job VP Account Services Manager at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Donna Ferguson's Pershing, a BNY Mellon company Experience March 1999 - October 2008
Job Financial Services Operations Analyst
Industry Financial Services
Experience
Morgan Stanley August 2013 - December 2013
Guardian Life October 2010 - March 2013
UBS January 2009 - March 2009
Pershing, a BNY Mellon company March 1999 - October 2008
Hudson City Savings Bank December 1982 - February 1999
Skills
Mutual Funds, Management, Analysis, Financial Analysis, Customer Service, Process Improvement, Financial Services, Access, Financial Reporting, Outlook, Finance, Account Reconciliation, Lotus Notes, Back Office, SurPAS, Banking, Equities, Business Analysis, Trading, AWD, MARS, Fixed Income, Microsoft Office
Education
Georgian Court University
MBA, Finance
Georgian Court University
Bachelor of Science (BS), Business Administration
Morgan Stanley August 2013 - December 2013
Guardian Life October 2010 - March 2013
UBS January 2009 - March 2009
Pershing, a BNY Mellon company March 1999 - October 2008
Hudson City Savings Bank December 1982 - February 1999
Skills
Mutual Funds, Management, Analysis, Financial Analysis, Customer Service, Process Improvement, Financial Services, Access, Financial Reporting, Outlook, Finance, Account Reconciliation, Lotus Notes, Back Office, SurPAS, Banking, Equities, Business Analysis, Trading, AWD, MARS, Fixed Income, Microsoft Office
Education
Georgian Court University
MBA, Finance
Georgian Court University
Bachelor of Science (BS), Business Administration
Jorge Gonzalez Jr.'s Pershing, a BNY Mellon company Experience May 2015 - Present
Job Lead Business Analyst at Pershing, a BNY Mellon company
Industry Banking
Experience
Pershing, a BNY Mellon company May 2015 - Present
Israel Discount Bank May 2011 - May 2015
Capital One August 2010 - May 2011
Morgan Stanley Smith Barney February 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
Adecco NA September 2009 - April 2010
JPMorgan Chase & Co. October 1995 - August 2008
JP MORGAN 1995 - 2008
International Finance Banking Corp 1992 - 1995
Barclays Bank of New York 1987 - 1992
Skills
SDLC, Business Analysis, Visio, MS Project, Project Management, Cross-functional Team..., Six Sigma, Software Documentation, Analysis, Requirements Gathering, Management, Leadership, Operations Management, SharePoint, Vendor Management
Education
LaGuardia Community College
in-progress, Business Management
St. Bartholemew
Pershing, a BNY Mellon company May 2015 - Present
Israel Discount Bank May 2011 - May 2015
Capital One August 2010 - May 2011
Morgan Stanley Smith Barney February 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
Adecco NA September 2009 - April 2010
JPMorgan Chase & Co. October 1995 - August 2008
JP MORGAN 1995 - 2008
International Finance Banking Corp 1992 - 1995
Barclays Bank of New York 1987 - 1992
Skills
SDLC, Business Analysis, Visio, MS Project, Project Management, Cross-functional Team..., Six Sigma, Software Documentation, Analysis, Requirements Gathering, Management, Leadership, Operations Management, SharePoint, Vendor Management
Education
LaGuardia Community College
in-progress, Business Management
St. Bartholemew
Sherraine Felder's Pershing, a BNY Mellon company Experience May 2014 - Present
Job Customer Processing Associate at Pershing, a BNY Mellon company
Industry International Affairs
Experience
Pershing, a BNY Mellon company May 2014 - Present
University House at The Retreat September 2013 - March 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Applebee's January 2013 - May 2013
The Buckle September 2012 - December 2012
Convergys May 2012 - August 2012
Florida State University August 2011 - May 2012
Skills
Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Customer Service, Civil Litigation, English, Commercial Litigation
Education
University of Central Florida 2015 — 2017
Master of Business Administration (MBA)
Florida State University 2010 — 2014
Bachelor of Science (B.S.), International Relations and Affairs
Seminole High School 2006 — 2010
Diploma
Pershing, a BNY Mellon company May 2014 - Present
University House at The Retreat September 2013 - March 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Applebee's January 2013 - May 2013
The Buckle September 2012 - December 2012
Convergys May 2012 - August 2012
Florida State University August 2011 - May 2012
Skills
Microsoft Office, Legal Writing, Microsoft Word, PowerPoint, Research, Microsoft Excel, Public Speaking, Westlaw, Litigation, Social Media, Teamwork, Customer Service, Civil Litigation, English, Commercial Litigation
Education
University of Central Florida 2015 — 2017
Master of Business Administration (MBA)
Florida State University 2010 — 2014
Bachelor of Science (B.S.), International Relations and Affairs
Seminole High School 2006 — 2010
Diploma
John Pucci's Pershing, a BNY Mellon company Experience May 1998 - February 2004
Job Managing Director at Knight Capital Group
Industry Financial Services
Experience
Knight Capital Group February 2004 - Present
Pershing, a BNY Mellon company May 1998 - February 2004
Skills
Equities, Series 7, Electronic Trading, Fixed Income, Trading, Equity Trading, Series 63, Trading Systems, Hedge Funds, Options, Prime Brokerage, Securities, Capital Markets, Bloomberg, Financial Markets
Education
Fairfield University 1994 — 1998
Mathematics/Economics
Knight Capital Group February 2004 - Present
Pershing, a BNY Mellon company May 1998 - February 2004
Skills
Equities, Series 7, Electronic Trading, Fixed Income, Trading, Equity Trading, Series 63, Trading Systems, Hedge Funds, Options, Prime Brokerage, Securities, Capital Markets, Bloomberg, Financial Markets
Education
Fairfield University 1994 — 1998
Mathematics/Economics
Salvatore Giufre's Pershing, a BNY Mellon company Experience July 2010 - Present
Job Supervisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2010 - Present
Talbot Asset Management August 2009 - May 2010
Skills
Finance, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equities, Portfolio Management, Microsoft Excel, Capital Markets, Investment Banking, Banking, Microsoft Office, Strategic Financial..., PowerPoint, Asset Management, Securities, Series 7, Mutual Funds, Series 63, Back Office, Financial Services
Education
Florida State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Pershing, a BNY Mellon company July 2010 - Present
Talbot Asset Management August 2009 - May 2010
Skills
Finance, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equities, Portfolio Management, Microsoft Excel, Capital Markets, Investment Banking, Banking, Microsoft Office, Strategic Financial..., PowerPoint, Asset Management, Securities, Series 7, Mutual Funds, Series 63, Back Office, Financial Services
Education
Florida State University - College of Business 2005 — 2009
Bachelor of Science, Finance
Jessica Colflesh's Pershing, a BNY Mellon company Experience February 2010 - September 2012
Job Account Manager at Covex LLC
Industry Financial Services
Experience
Covex LLC June 2013 - Present
PPC Communications October 2012 - May 2013
Pershing, a BNY Mellon company February 2010 - September 2012
Pershing, a BNY Mellon company November 2008 - February 2010
Pershing, a BNY Mellon company June 2006 - November 2008
Universal Health Services February 2006 - May 2006
Tasty Baking Company September 2004 - March 2005
Skills
Series 7, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Investments, Business Analysis, Finance, Financial Services, Securities, Mutual Funds, Relationship Management, Asset Allocation, Trading, Asset Management, FINRA, Separately Managed..., Account Management, Back Office, Investment Management, Managing Accounts, Series 63
Education
Drexel University - College of Business and Administration 2003 — 2006
Bachelor of Science (BS), Finance and Marketing
Covex LLC June 2013 - Present
PPC Communications October 2012 - May 2013
Pershing, a BNY Mellon company February 2010 - September 2012
Pershing, a BNY Mellon company November 2008 - February 2010
Pershing, a BNY Mellon company June 2006 - November 2008
Universal Health Services February 2006 - May 2006
Tasty Baking Company September 2004 - March 2005
Skills
Series 7, Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Investments, Business Analysis, Finance, Financial Services, Securities, Mutual Funds, Relationship Management, Asset Allocation, Trading, Asset Management, FINRA, Separately Managed..., Account Management, Back Office, Investment Management, Managing Accounts, Series 63
Education
Drexel University - College of Business and Administration 2003 — 2006
Bachelor of Science (BS), Finance and Marketing
Phil Karns's Pershing, a BNY Mellon company Experience January 2008 - March 2011
Job Senior Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2011 - Present
Pershing, a BNY Mellon company January 2008 - March 2011
Pershing, a BNY Mellon company January 2005 - January 2008
Skills
Series 7, Mutual Funds, Wealth Management, Securities, Series 63
Education
Florida Institute of Technology 2012 — 2014
Business Administration and Management, General
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
Business Administration and Management, General
Lock Haven University of Pennsylvania 1996 — 2001
Bachelor's, Journalism and Communication
Charles Schwab March 2011 - Present
Pershing, a BNY Mellon company January 2008 - March 2011
Pershing, a BNY Mellon company January 2005 - January 2008
Skills
Series 7, Mutual Funds, Wealth Management, Securities, Series 63
Education
Florida Institute of Technology 2012 — 2014
Business Administration and Management, General
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
Business Administration and Management, General
Lock Haven University of Pennsylvania 1996 — 2001
Bachelor's, Journalism and Communication
John Vinciguerra's Pershing, a BNY Mellon company Experience April 2012 - October 2013
Job Senior Business Analyst at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
Standard & Poor's September 2014 - Present
Morgan Stanley Wealth Management December 2013 - August 2014
Pershing, a BNY Mellon company April 2012 - October 2013
Standard & Poor's October 2010 - January 2012
Smith Barney Citigroup January 2008 - November 2010
Nomura Securities August 2006 - December 2007
Bank of America September 2003 - August 2006
UBS September 2001 - March 2005
Skills
Securities, Market Data, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Fixed Income, Wealth Management, Equities, SDLC, Investment Banking, Financial Services, Trading, Hedge Funds, Finance, Risk Management, Mutual Funds, Bloomberg, Trading Systems, Financial Markets, Settlement, Back Office, Options, Electronic Trading, Derivatives
Education
Fairfield University 1974 — 1978
BS, Finance
JamiLynn Cimino's Pershing, a BNY Mellon company Experience September 2012 - Present
Job Vice President Prime Brokerage Relationship Manager
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2012 - Present
Pershing February 2008 - September 2012
Pershing, a BNY Mellon company July 2007 - February 2008
Skills
Series 7, Series 63
Education
Elon University 2003 — 2007
Bachelors, Corporate Communications
Pershing, a BNY Mellon company September 2012 - Present
Pershing February 2008 - September 2012
Pershing, a BNY Mellon company July 2007 - February 2008
Skills
Series 7, Series 63
Education
Elon University 2003 — 2007
Bachelors, Corporate Communications
Christopher Colon, CFE's Pershing, a BNY Mellon company Experience June 1998 - June 2007
Job Compliance Examiner at National Futures Association
Industry Financial Services
Experience
National Futures Association January 2014 - Present
MetLife April 2013 - January 2014
Newark Food Service Equipment LLC December 2010 - February 2013
Goldman Sachs June 2007 - September 2010
Pershing, a BNY Mellon company June 1998 - June 2007
Skills
Risk Management, Auditing, Futures, Futures Trading, Commodity Risk..., Compliance, AML, Options, Financial Audits, Internal Audit, External Audit, Currency Futures, Securities, Fixed Income, Financial Analysis, Financial Services, Project Management, Settlement, Microsoft Office, PowerPoint, Management, Analysis, Equities, Prime Brokerage, Budgets, Process Improvement, Hedge Funds, Certified Fraud Examiner
Education
Fairleigh Dickinson University 1994 — 1998
Bachelor of Science: Business Management, Business Management
National Futures Association January 2014 - Present
MetLife April 2013 - January 2014
Newark Food Service Equipment LLC December 2010 - February 2013
Goldman Sachs June 2007 - September 2010
Pershing, a BNY Mellon company June 1998 - June 2007
Skills
Risk Management, Auditing, Futures, Futures Trading, Commodity Risk..., Compliance, AML, Options, Financial Audits, Internal Audit, External Audit, Currency Futures, Securities, Fixed Income, Financial Analysis, Financial Services, Project Management, Settlement, Microsoft Office, PowerPoint, Management, Analysis, Equities, Prime Brokerage, Budgets, Process Improvement, Hedge Funds, Certified Fraud Examiner
Education
Fairleigh Dickinson University 1994 — 1998
Bachelor of Science: Business Management, Business Management
Nicholas Winant's Pershing, a BNY Mellon company Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2014 - Present
Pershing, a BNY Mellon company September 2011 - Present
Strozier Library November 2008 - May 2011
International Assets Advisory, LLC May 2010 - June 2010
Circuit City November 2005 - January 2009
Skills
Finance, Financial Services, Process Improvement, Account Reconciliation, Financial Risk, Mutual Funds, Investments, Series 7, Series 63, Securities, Financial Analysis, Relationship Management, Back Office, Microsoft Office, Customer Service, Time Management, Leadership
Education
Florida State University 2007 — 2011
Bachelor of Science, Finance; Real Estate
Pershing, a BNY Mellon company August 2014 - Present
Pershing, a BNY Mellon company September 2011 - Present
Strozier Library November 2008 - May 2011
International Assets Advisory, LLC May 2010 - June 2010
Circuit City November 2005 - January 2009
Skills
Finance, Financial Services, Process Improvement, Account Reconciliation, Financial Risk, Mutual Funds, Investments, Series 7, Series 63, Securities, Financial Analysis, Relationship Management, Back Office, Microsoft Office, Customer Service, Time Management, Leadership
Education
Florida State University 2007 — 2011
Bachelor of Science, Finance; Real Estate
Harry Kirschenbaum's Pershing, a BNY Mellon company Experience September 1969 - June 2004
Job Financial Services Professional
Industry Financial Services
Experience
independent November 2013 - Present
Wells Fargo November 2013 - Present
JPMorgan Chase July 2006 - July 2011
Pershing, a BNY Mellon company September 1969 - June 2004
Skills
Series 7, Series 63, Securities, Mutual Funds, Equities, Fixed Income, Series 24, Financial Services, FINRA, Wealth Management, Bloomberg, Trading, Options, Investments, Trading Systems, series7 series63 series..., Excellent in the...
Education
Kingsborough Community College 1975 — 1979
Associate of Arts (AA), Accounting and Finance
independent November 2013 - Present
Wells Fargo November 2013 - Present
JPMorgan Chase July 2006 - July 2011
Pershing, a BNY Mellon company September 1969 - June 2004
Skills
Series 7, Series 63, Securities, Mutual Funds, Equities, Fixed Income, Series 24, Financial Services, FINRA, Wealth Management, Bloomberg, Trading, Options, Investments, Trading Systems, series7 series63 series..., Excellent in the...
Education
Kingsborough Community College 1975 — 1979
Associate of Arts (AA), Accounting and Finance
Jennifer Scheer's Pershing, a BNY Mellon company Experience January 1998 - March 2000
Job Public Relations/Social Media at Document Solutions
Industry Business Supplies and Equipment
Experience
Document Solutions March 2012 - Present
Pershing, a BNY Mellon company January 1998 - March 2000
Paloma Partners February 1995 - May 1997
Skills
Event Planning, Microsoft Office, Microsoft Publisher, Adobe Acrobat, Press Releases, Copywriting
Education
Lehigh University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Document Solutions March 2012 - Present
Pershing, a BNY Mellon company January 1998 - March 2000
Paloma Partners February 1995 - May 1997
Skills
Event Planning, Microsoft Office, Microsoft Publisher, Adobe Acrobat, Press Releases, Copywriting
Education
Lehigh University 1989 — 1993
Bachelor of Arts (B.A.), Economics
Kristine Pitoscia's Pershing, a BNY Mellon company Experience September 2012 - May 2015
Job
Industry Financial Services
Experience
Capital One June 2015 - Present
Pershing, a BNY Mellon company September 2012 - May 2015
Pershing, a BNY Mellon company 2009 - 2012
Pershing, a BNY Mellon company 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking
Education
Drexel University - College of Business and Administration 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Rutgers University – Camden 2003 — 2007
Bachelor of Science (BS), Finance, General
Capital One June 2015 - Present
Pershing, a BNY Mellon company September 2012 - May 2015
Pershing, a BNY Mellon company 2009 - 2012
Pershing, a BNY Mellon company 2007 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking
Education
Drexel University - College of Business and Administration 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Rutgers University – Camden 2003 — 2007
Bachelor of Science (BS), Finance, General
Jimmie Crapps's Pershing, a BNY Mellon company Experience December 2007 - Present
Job Account Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company December 2007 - Present
Fifth Third Bank March 2006 - April 2007
SunTrust Bank June 2003 - March 2006
Education
Eastern Washington University 1993 — 1995
Bachelor of Arts (BA), Finance, General
Pershing, a BNY Mellon company December 2007 - Present
Fifth Third Bank March 2006 - April 2007
SunTrust Bank June 2003 - March 2006
Education
Eastern Washington University 1993 — 1995
Bachelor of Arts (BA), Finance, General
Keith Troller's Pershing, a BNY Mellon company Experience May 1996 - Present
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company May 1996 - Present
Education
East Stroudsburg University of Pennsylvania 1991 — 1996
Bachelor of Science (BS), Secondary Education English
Pershing, a BNY Mellon company May 1996 - Present
Education
East Stroudsburg University of Pennsylvania 1991 — 1996
Bachelor of Science (BS), Secondary Education English
Jailenne Colon's Pershing, a BNY Mellon company Experience October 2012 - August 2013
Job Attended Hudson County Community College
Industry Retail
Experience
Pershing, a BNY Mellon company October 2012 - August 2013
Jersey City Department of Recreation June 2012 - September 2012
Education
Hudson County Community College 2013 — 2013
Pershing, a BNY Mellon company October 2012 - August 2013
Jersey City Department of Recreation June 2012 - September 2012
Education
Hudson County Community College 2013 — 2013
Wes Sullivan's Pershing, a BNY Mellon company Experience October 1995 - June 1997
Job Managing Director, Fixed Income Capital Markets at Baird
Industry Capital Markets
Marilyn Picot's Pershing, a BNY Mellon company Experience July 2007 - Present
Job Contract Administrator at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2007 - Present
Vonage January 2003 - May 2005
Vonage January 2003 - May 2005
Vonage 2003 - 2005
Skills
Contract Negotiation, Contract Management, Plain English, Editing
Education
George Mason University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
University of Delaware
Paralegal Certificate, Paralegal
Pershing, a BNY Mellon company July 2007 - Present
Vonage January 2003 - May 2005
Vonage January 2003 - May 2005
Vonage 2003 - 2005
Skills
Contract Negotiation, Contract Management, Plain English, Editing
Education
George Mason University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
University of Delaware
Paralegal Certificate, Paralegal
Michael Faix's Pershing, a BNY Mellon company Experience 2006 - 2006
Job Customer Service Representative at Performance Food Group
Industry Food & Beverages
Experience
Performance Food Group 2010 - Present
Saveology.com ™ 2008 - 2010
Sprint Nextel (Digicom) 2006 - 2008
Pershing, a BNY Mellon company 2006 - 2006
AXA Equitable 2005 - 2006
Dora’s Naturals 2004 - 2005
Lynne’s Infiniti 2003 - 2004
Education
Hudson County Community College 1997 — 2000
Associate’s Degree, Business Administration and Management, General
Performance Food Group 2010 - Present
Saveology.com ™ 2008 - 2010
Sprint Nextel (Digicom) 2006 - 2008
Pershing, a BNY Mellon company 2006 - 2006
AXA Equitable 2005 - 2006
Dora’s Naturals 2004 - 2005
Lynne’s Infiniti 2003 - 2004
Education
Hudson County Community College 1997 — 2000
Associate’s Degree, Business Administration and Management, General