Pershing, a BNY Mellon company
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Pershing, a BNY Mellon company Employees
Employee
Years
Job
Industry
Julius Fashae - MSIA, CISM, CISSP Julius Fashae - MSIA, CISM, CISSP's Pershing, a BNY Mellon company Experience September 2007 - Present
Job
Industry Financial Services
Experience
Pershing, a BNY Mellon Company September 2007 - Present
Skills
CISSP, Information Security..., GCIH, CCNP, Network Security, Information Assurance, Servers, TCP/IP, CISA, Security, Solaris, Information Security, Disaster Recovery, Data Security, Penetration Testing, ISO 27001, Unix, VMware, Virtualization, Networking, Risk Management, Vulnerability Management
Education
Norwich University 2005 — 2007
M.Sc.
Obafemi Awolowo University 1988 — 1994
B.Sc.
Pershing, a BNY Mellon Company September 2007 - Present
Skills
CISSP, Information Security..., GCIH, CCNP, Network Security, Information Assurance, Servers, TCP/IP, CISA, Security, Solaris, Information Security, Disaster Recovery, Data Security, Penetration Testing, ISO 27001, Unix, VMware, Virtualization, Networking, Risk Management, Vulnerability Management
Education
Norwich University 2005 — 2007
M.Sc.
Obafemi Awolowo University 1988 — 1994
B.Sc.
Billal H. Farhat, CAPM (PMI), CSM, ITIL v3 Billal H. Farhat, CAPM (PMI), CSM, ITIL v3's Pershing, a BNY Mellon company Experience May 2015 - Present
Job Business Analysis | Project Management | Process Improvement | Waterfall | Agile | Lean Six Sigma | ITIL
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company May 2015 - Present
Project Management Institute-New York City February 2011 - Present
MicroAgility June 2013 - May 2015
UNFCU April 2008 - March 2010
Citi March 1993 - February 2008
Skills
User Stories, Scrum, Project Management, SQL, SharePoint, MS Project, Visio, Business Analysis, Team Leadership, Team Coordination, Access, PowerPoint, Payments, Wire Framing, Change Management, Strategic Planning, Problem Solving, Project Planning, Cross-functional Team..., Process Improvement, Leadership, Business Process, Agile Project Management, SDLC, Application Devlopment, Client Relations, Stakeholder Management, Staff..., Content Management..., User Acceptance Testing, Quality Assurance, IT Resource Management, System Deployment, Business Continuity..., Performance Metrics, Operational Reporting, Communication, Executive/Management..., PMO, ITIL, Enterprise Project..., Databases, PMP, Project Portfolio..., Requirements Gathering, Financial Services, Information Technology, Vendor Management, Non-profit Board..., Software Project...
Education
New York University 2013 — 2014
Certificate Project Management
City University of New York-Queens College
Bachelor of Arts, United States History-American Revolution to the Cold War, European, and Russian History
Pershing, a BNY Mellon company May 2015 - Present
Project Management Institute-New York City February 2011 - Present
MicroAgility June 2013 - May 2015
UNFCU April 2008 - March 2010
Citi March 1993 - February 2008
Skills
User Stories, Scrum, Project Management, SQL, SharePoint, MS Project, Visio, Business Analysis, Team Leadership, Team Coordination, Access, PowerPoint, Payments, Wire Framing, Change Management, Strategic Planning, Problem Solving, Project Planning, Cross-functional Team..., Process Improvement, Leadership, Business Process, Agile Project Management, SDLC, Application Devlopment, Client Relations, Stakeholder Management, Staff..., Content Management..., User Acceptance Testing, Quality Assurance, IT Resource Management, System Deployment, Business Continuity..., Performance Metrics, Operational Reporting, Communication, Executive/Management..., PMO, ITIL, Enterprise Project..., Databases, PMP, Project Portfolio..., Requirements Gathering, Financial Services, Information Technology, Vendor Management, Non-profit Board..., Software Project...
Education
New York University 2013 — 2014
Certificate Project Management
City University of New York-Queens College
Bachelor of Arts, United States History-American Revolution to the Cold War, European, and Russian History
John Deseno John Deseno's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Student, Messiah College
Industry Mechanical or Industrial Engineering
Experience
Integrated Projects Curriculum (IPC) October 2012 - Present
Paulus, Sokolowski and Sartor (PS&S) May 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Fiddlers Elbow Country Club May 2010 - August 2012
Bishops Thriftway Market June 2007 - August 2011
Skills
Passed FE/EIT Exam, Team Leadership, Eagle Scout..., Sales, Computer Engineering, Goal Oriented, wilderness survival, Strong Team-oriented..., Electrical Engineering, Inventory & Stock..., Basic knowledge of..., Strong communications..., Proficiency in...
Education
Messiah College 2011 — 2015
Bachelor of Engineering (B.E.), Double Major in Electrical & Computer Engineering
Timothy Christian High School 2007 — 2011
Rowan University
Scholars Summer Program for Future Engineers & Technology
Integrated Projects Curriculum (IPC) October 2012 - Present
Paulus, Sokolowski and Sartor (PS&S) May 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Fiddlers Elbow Country Club May 2010 - August 2012
Bishops Thriftway Market June 2007 - August 2011
Skills
Passed FE/EIT Exam, Team Leadership, Eagle Scout..., Sales, Computer Engineering, Goal Oriented, wilderness survival, Strong Team-oriented..., Electrical Engineering, Inventory & Stock..., Basic knowledge of..., Strong communications..., Proficiency in...
Education
Messiah College 2011 — 2015
Bachelor of Engineering (B.E.), Double Major in Electrical & Computer Engineering
Timothy Christian High School 2007 — 2011
Rowan University
Scholars Summer Program for Future Engineers & Technology
Janette Jovic Janette Jovic's Pershing, a BNY Mellon company Experience October 2007 - Present
Job Vice President, Product Marketing Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2007 - Present
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Email Marketing, Marketing Management, Project Management, Event Planning, Event Management, Multi Tasking, Collaboration, Outstanding...
Education
Montclair State University 2007 — 2010
Master of Business Administration (MBA), Marketing
William Paterson University of New Jersey 1999 — 2004
Bachelor of Arts (BA), Communication and Media Studies
Pershing, a BNY Mellon company October 2007 - Present
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Email Marketing, Marketing Management, Project Management, Event Planning, Event Management, Multi Tasking, Collaboration, Outstanding...
Education
Montclair State University 2007 — 2010
Master of Business Administration (MBA), Marketing
William Paterson University of New Jersey 1999 — 2004
Bachelor of Arts (BA), Communication and Media Studies
Joseph G. Schiavo Joseph G. Schiavo's Pershing, a BNY Mellon company Experience 2010 - 2011
Job Customer Excellence Focused Finance Leader JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan 2011 - Present
Pershing, a BNY Mellon company 2010 - 2011
Pershing 2006 - 2010
BNY Mellon 2000 - 2006
BNY Mellon 1984 - 2000
EY 1982 - 1984
Skills
Series 7, Financial Reporting, Strategy, Mergers & Acquisitions, Financial Analysis, Banking, Finance, Strategic Financial..., Fixed Income, Forecasting, Management, Securities, Financial Services, Budgets, Series 24, Series 63, Leadership, Equities, Mergers, Financial Modeling, Business Planning, Corporate Finance, Capital Markets, Portfolio Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Pace University - Lubin School of Business
Bachelor's Degree, Public Accounting
University of Pennsylvania - The Wharton School
The Securities Industry Institute
J.P. Morgan 2011 - Present
Pershing, a BNY Mellon company 2010 - 2011
Pershing 2006 - 2010
BNY Mellon 2000 - 2006
BNY Mellon 1984 - 2000
EY 1982 - 1984
Skills
Series 7, Financial Reporting, Strategy, Mergers & Acquisitions, Financial Analysis, Banking, Finance, Strategic Financial..., Fixed Income, Forecasting, Management, Securities, Financial Services, Budgets, Series 24, Series 63, Leadership, Equities, Mergers, Financial Modeling, Business Planning, Corporate Finance, Capital Markets, Portfolio Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Pace University - Lubin School of Business
Bachelor's Degree, Public Accounting
University of Pennsylvania - The Wharton School
The Securities Industry Institute
Scott Lefkowitz Scott Lefkowitz's Pershing, a BNY Mellon company Experience May 2010 - August 2010
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2011 - Present
Exelis February 2011 - September 2011
Bank of America October 2010 - February 2011
Pershing, a BNY Mellon company May 2010 - August 2010
Pershing, a BNY Mellon company May 2009 - August 2009
Skills
Due Diligence, Financial Analysis, Financial Modeling, Valuation, Bloomberg
Education
Montclair State University 2007 — 2011
Bachelor's degree, Finance, General
Northern Highlands Regional High School 2003 — 2007
Deloitte September 2011 - Present
Exelis February 2011 - September 2011
Bank of America October 2010 - February 2011
Pershing, a BNY Mellon company May 2010 - August 2010
Pershing, a BNY Mellon company May 2009 - August 2009
Skills
Due Diligence, Financial Analysis, Financial Modeling, Valuation, Bloomberg
Education
Montclair State University 2007 — 2011
Bachelor's degree, Finance, General
Northern Highlands Regional High School 2003 — 2007
Jordan Trejo Jordan Trejo's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Student at University of Arizona, Eller College of Management
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company June 2015 - August 2015
Goodness October 2014 - May 2015
The University of Arizona, MIS Department August 2013 - December 2013
The University of Arizona, MIS Department January 2013 - May 2013
DSW August 2011 - August 2012
Jumpstreet May 2011 - May 2012
Skills
Time Management, Team Leadership, Social Media, Social Networking, PowerPoint, Microsoft Word, Multi-task & Handle..., Managed Money, Inventory, Shipment, Leadership, Employee Training, Academia, Sales, Customer Service, Public Speaking, Research
Education
University of Arizona, Eller College of Management 2012 — 2016
BS, Management Information Systems, General
New Mexico State University 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Pershing, a BNY Mellon company June 2015 - August 2015
Goodness October 2014 - May 2015
The University of Arizona, MIS Department August 2013 - December 2013
The University of Arizona, MIS Department January 2013 - May 2013
DSW August 2011 - August 2012
Jumpstreet May 2011 - May 2012
Skills
Time Management, Team Leadership, Social Media, Social Networking, PowerPoint, Microsoft Word, Multi-task & Handle..., Managed Money, Inventory, Shipment, Leadership, Employee Training, Academia, Sales, Customer Service, Public Speaking, Research
Education
University of Arizona, Eller College of Management 2012 — 2016
BS, Management Information Systems, General
New Mexico State University 2014 — 2014
Bachelor of Business Administration (B.B.A.)
Sharon Sosa's Pershing, a BNY Mellon company Experience March 2014 - Present
Job Trade Support Associate
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Pershing, a BNY Mellon company December 2013 - March 2014
Morgan Stanley Private Wealth Management June 2013 - October 2013
Florida Hospital June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Skills
Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Windows, English, Coaching, Event Planning, Finance, Financial Analysis, Financial Services, Leadership, Marketing
Education
Nova Southeastern University 2009 — 2015
Master of Science (M.S.), Biomedical Informatics Program - College of Osteopathic
Nova Southeastern University 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration and Management, General
Pershing, a BNY Mellon company March 2014 - Present
Pershing, a BNY Mellon company December 2013 - March 2014
Morgan Stanley Private Wealth Management June 2013 - October 2013
Florida Hospital June 2011 - June 2013
Charles Schwab September 2007 - June 2011
Skills
Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Windows, English, Coaching, Event Planning, Finance, Financial Analysis, Financial Services, Leadership, Marketing
Education
Nova Southeastern University 2009 — 2015
Master of Science (M.S.), Biomedical Informatics Program - College of Osteopathic
Nova Southeastern University 2005 — 2007
Bachelor of Applied Science (BASc), Business Administration and Management, General
Quentin Wright Quentin Wright's Pershing, a BNY Mellon company Experience June 1999 - August 2005
Job Team Lead Peripheral Operator/Logistics Support at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2009 - Present
Best Buy September 2013 - July 2014
BNY Mellon August 2005 - April 2009
Pershing, a BNY Mellon company June 1999 - August 2005
Pershing, a BNY Mellon company September 1998 - June 1999
Skills
Finance, Management, Process Improvement, Account Reconciliation, Data Analysis, Accounting, Financial Analysis, Financial Statements, Human Resources, Invoicing, Leadership, Time Management, Training, •Technology media..., •Customer service, •Team management, •Systems’ management, •Time management, •Multi-task in a..., Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Power Point, QuickBooks, Financial Reporting, Budgets, Marketing, Outlook, Social Media, Financial Accounting
Education
New Jersey City University 2009 — 2013
Bachelor of Science (BS), Accounting, 3.4
New Jersey City University 2005 — 2013
Bachelor's degree, Accounting and Finance
Broadridge Financial Solutions April 2009 - Present
Best Buy September 2013 - July 2014
BNY Mellon August 2005 - April 2009
Pershing, a BNY Mellon company June 1999 - August 2005
Pershing, a BNY Mellon company September 1998 - June 1999
Skills
Finance, Management, Process Improvement, Account Reconciliation, Data Analysis, Accounting, Financial Analysis, Financial Statements, Human Resources, Invoicing, Leadership, Time Management, Training, •Technology media..., •Customer service, •Team management, •Systems’ management, •Time management, •Multi-task in a..., Sales, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Power Point, QuickBooks, Financial Reporting, Budgets, Marketing, Outlook, Social Media, Financial Accounting
Education
New Jersey City University 2009 — 2013
Bachelor of Science (BS), Accounting, 3.4
New Jersey City University 2005 — 2013
Bachelor's degree, Accounting and Finance
Ben Harrison Ben Harrison's Pershing, a BNY Mellon company Experience July 2011 - Present
Job Head of Business Development & Relationship Management at Pershing Advisor Solutions LLC, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon Company July 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company October 2006 - June 2011
TD Ameritrade March 2003 - September 2006
TD Waterhouse August 1998 - March 2003
Skills
Asset Management, Wealth Management, Mutual Funds, Financial Services, Alternative Investments, Series 7, Investments, Portfolio Management, Securities, Equities
Education
Ohio Wesleyan University 1994 — 1998
BA, Economics Management
Woodstock Academy 1990 — 1994
Pershing, a BNY Mellon Company July 2011 - Present
Pershing Advisor Solutions LLC, a BNY Mellon Company October 2006 - June 2011
TD Ameritrade March 2003 - September 2006
TD Waterhouse August 1998 - March 2003
Skills
Asset Management, Wealth Management, Mutual Funds, Financial Services, Alternative Investments, Series 7, Investments, Portfolio Management, Securities, Equities
Education
Ohio Wesleyan University 1994 — 1998
BA, Economics Management
Woodstock Academy 1990 — 1994
Anthony Pack's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Student at Penn State University
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2015 - August 2015
Harro Höfliger June 2014 - August 2014
Skills
Finance, Customer Service, Analysis, Microsoft Excel, Market Analysis, Databases, Microsoft Office, Leadership
Education
Penn State University 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services, 3.73
Pershing, a BNY Mellon company June 2015 - August 2015
Harro Höfliger June 2014 - August 2014
Skills
Finance, Customer Service, Analysis, Microsoft Excel, Market Analysis, Databases, Microsoft Office, Leadership
Education
Penn State University 2012 — 2016
Bachelor’s Degree, Finance and Financial Management Services, 3.73
Evan Sopenoff Evan Sopenoff's Pershing, a BNY Mellon company Experience August 2014 - February 2015
Job Senior Compliance Associate
Industry Financial Services
Experience
Moody's Corporation July 2015 - Present
Pershing, a BNY Mellon company August 2014 - February 2015
USIS September 2012 - August 2014
KeyPoint Government Solutions April 2012 - August 2012
USIS February 2010 - April 2012
Neiman Marcus June 2009 - February 2010
NJ Office of Attorney General-Division of Criminal Justice May 2008 - May 2009
Skills
Security, Surveillance, Loss Prevention, Investigation, Customer Satisfaction, Inventory Control, Retail, Investigation Management, risk identification, Project Management, Interviewing Skills, Compliance, Creative Problem Solving, Investigative Services, Case Managment, Asset Protection, Government Contracting, Criminal Investigations, Private Investigations, Fraud, CCTV, National Security, Enforcement, Intelligence Analysis, Interrogation, Security Clearance, Corporate Security, Security Operations, Physical Security, Organized Retail Crime, Personnel Security, Investigative Research, Criminal Justice, Security Management, Special Investigations, General Investigations, Interviews, Background Checks, Evidence, Military, Investigative Reporting, Internal Theft..., Homeland Security, Witness Statements, Intelligence, Security Consulting, Security Audits, Criminology, Skip Tracing, Internal Investigations
Education
New Jersey City University 2007 — 2009
Bachelor of Science
New Jersey City University 2007 — 2009
Bachelor of Science, Criminal Justice
Ocean Township High School
Penn State University
Moody's Corporation July 2015 - Present
Pershing, a BNY Mellon company August 2014 - February 2015
USIS September 2012 - August 2014
KeyPoint Government Solutions April 2012 - August 2012
USIS February 2010 - April 2012
Neiman Marcus June 2009 - February 2010
NJ Office of Attorney General-Division of Criminal Justice May 2008 - May 2009
Skills
Security, Surveillance, Loss Prevention, Investigation, Customer Satisfaction, Inventory Control, Retail, Investigation Management, risk identification, Project Management, Interviewing Skills, Compliance, Creative Problem Solving, Investigative Services, Case Managment, Asset Protection, Government Contracting, Criminal Investigations, Private Investigations, Fraud, CCTV, National Security, Enforcement, Intelligence Analysis, Interrogation, Security Clearance, Corporate Security, Security Operations, Physical Security, Organized Retail Crime, Personnel Security, Investigative Research, Criminal Justice, Security Management, Special Investigations, General Investigations, Interviews, Background Checks, Evidence, Military, Investigative Reporting, Internal Theft..., Homeland Security, Witness Statements, Intelligence, Security Consulting, Security Audits, Criminology, Skip Tracing, Internal Investigations
Education
New Jersey City University 2007 — 2009
Bachelor of Science
New Jersey City University 2007 — 2009
Bachelor of Science, Criminal Justice
Ocean Township High School
Penn State University
Laura Negroni's Pershing, a BNY Mellon company Experience August 1993 - September 2010
Job Investment Assistant at Bleakley Financial Group
Industry Financial Services
Experience
Bleakley Financial Group March 2013 - Present
Pershing, a BNY Mellon company August 1993 - September 2010
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Financial Analysis, Equities, Series 63, Securities
Education
Middlesex County College
Bleakley Financial Group March 2013 - Present
Pershing, a BNY Mellon company August 1993 - September 2010
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Financial Analysis, Equities, Series 63, Securities
Education
Middlesex County College
Jennifer Muscianesi's Pershing, a BNY Mellon company Experience August 2013 - Present
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2013 - Present
Pershing, a BNY Mellon company September 2010 - August 2013
Pershing, a BNY Mellon company August 2007 - September 2010
Pershing, a BNY Mellon company July 2005 - August 2007
Skills
Investments, Strategic Planning, Risk Management, Team Building, Project Management, Retirement, Team Leadership, Microsoft Excel, PowerPoint, Brainshark, WebEx, Training, E-Learning, Course Designer, Management, Strategy, Captivate, Financial Services, Business Development, Banking, Vendor Management, Onboarding, CRM
Education
New Jersey City University 2001 — 2005
BA, Psychology
Pershing, a BNY Mellon company August 2013 - Present
Pershing, a BNY Mellon company September 2010 - August 2013
Pershing, a BNY Mellon company August 2007 - September 2010
Pershing, a BNY Mellon company July 2005 - August 2007
Skills
Investments, Strategic Planning, Risk Management, Team Building, Project Management, Retirement, Team Leadership, Microsoft Excel, PowerPoint, Brainshark, WebEx, Training, E-Learning, Course Designer, Management, Strategy, Captivate, Financial Services, Business Development, Banking, Vendor Management, Onboarding, CRM
Education
New Jersey City University 2001 — 2005
BA, Psychology
Michael C. Smith Jr. Michael C. Smith Jr.'s Pershing, a BNY Mellon company Experience January 2015 - Present
Job Vice President Software Quality Assurance Analyst at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company May 2013 - Present
Pershing, a BNY Mellon company February 2003 - May 2013
Pershing, a BNY Mellon company November 1999 - February 2003
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Quality Center, Software Quality..., QTP, Business Analysis, Requirements Analysis, Test Planning, Quality Assurance, Trading Systems, Software Project..., Requirements Gathering, Business Requirements, Process Improvement, Financial Services, Testing, Vendor Management, Unix, Risk Management
Education
Norfolk State University
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company May 2013 - Present
Pershing, a BNY Mellon company February 2003 - May 2013
Pershing, a BNY Mellon company November 1999 - February 2003
Skills
SDLC, User Acceptance Testing, Agile Methodologies, Quality Center, Software Quality..., QTP, Business Analysis, Requirements Analysis, Test Planning, Quality Assurance, Trading Systems, Software Project..., Requirements Gathering, Business Requirements, Process Improvement, Financial Services, Testing, Vendor Management, Unix, Risk Management
Education
Norfolk State University
Erick Weber Erick Weber's Pershing, a BNY Mellon company Experience May 2004 - April 2006
Job Implementation Specialist/Project Manager
Industry Capital Markets
Experience
SunGard November 2013 - Present
Knight Capital Group June 2007 - February 2013
Citigroup-Lava Trading April 2006 - June 2007
Pershing, a BNY Mellon company May 2004 - April 2006
Sungard BRASS 2002 - 2004
Ladenburg Thalmann 1997 - 2002
Arnhold & S. Bleichroeder, Inc. September 1995 - April 1997
Troster Singer, A Division of Spear, Leeds and Kellogg 1997 - 1997
Whale Securities 1994 - 1995
Laidlaw Equities 1993 - 1994
Skills
Trading, Equities, Buy-side, Electronic Trading, Equity Trading, Project Implementation, Options, Salesforce.com, Capital Markets, Hedge Funds, Financial Services, Securities, Market Data, Series 7, Trading Systems, Fixed Income, Bloomberg, Derivatives, Financial Markets, Equity Derivatives, Proprietary Trading, Trading Strategies, ETFs, Prime Brokerage, FINRA, Middle Office, Series 63, Low Latency, FX trading, Securities Lending, FX Options, Exchange Connectivity, Business Analysis, Finance, Relationship Management
Education
Manhattanville College 1987 — 1991
Bachelor of Arts Economics, Certificate in Finance
SunGard November 2013 - Present
Knight Capital Group June 2007 - February 2013
Citigroup-Lava Trading April 2006 - June 2007
Pershing, a BNY Mellon company May 2004 - April 2006
Sungard BRASS 2002 - 2004
Ladenburg Thalmann 1997 - 2002
Arnhold & S. Bleichroeder, Inc. September 1995 - April 1997
Troster Singer, A Division of Spear, Leeds and Kellogg 1997 - 1997
Whale Securities 1994 - 1995
Laidlaw Equities 1993 - 1994
Skills
Trading, Equities, Buy-side, Electronic Trading, Equity Trading, Project Implementation, Options, Salesforce.com, Capital Markets, Hedge Funds, Financial Services, Securities, Market Data, Series 7, Trading Systems, Fixed Income, Bloomberg, Derivatives, Financial Markets, Equity Derivatives, Proprietary Trading, Trading Strategies, ETFs, Prime Brokerage, FINRA, Middle Office, Series 63, Low Latency, FX trading, Securities Lending, FX Options, Exchange Connectivity, Business Analysis, Finance, Relationship Management
Education
Manhattanville College 1987 — 1991
Bachelor of Arts Economics, Certificate in Finance
Gerard Battista Gerard Battista's Pershing, a BNY Mellon company Experience November 1993 - July 1995
Job Sergeant at MTA Police Department
Industry Law Enforcement
Experience
MTA Police Department 2002 - Present
Cantor Fitzgerald July 1995 - July 2000
Pershing, a BNY Mellon company November 1993 - July 1995
Value Line December 1992 - November 1993
Skills
Enforcement, Police, Criminal Investigations, Patrol, Firearms, Criminal Justice, Field Training, Evidence, Public Safety, Homeland Security, Executive Protection, Counterterrorism, Investigation
Education
NYPD Police Academy 2002 — 2002
Marist College 1987 — 1991
BS, Finance, General
MTA Police Department 2002 - Present
Cantor Fitzgerald July 1995 - July 2000
Pershing, a BNY Mellon company November 1993 - July 1995
Value Line December 1992 - November 1993
Skills
Enforcement, Police, Criminal Investigations, Patrol, Firearms, Criminal Justice, Field Training, Evidence, Public Safety, Homeland Security, Executive Protection, Counterterrorism, Investigation
Education
NYPD Police Academy 2002 — 2002
Marist College 1987 — 1991
BS, Finance, General
Depenny Rivera Depenny Rivera's Pershing, a BNY Mellon company Experience September 2001 - June 2002
Job Travel Agent at Paycation Travel
Industry Telecommunications
Experience
Paycation Travel April 2015 - Present
AT&T Mobility April 2011 - Present
AT&T Mobility December 2007 - April 2011
AT&T Mobility November 2007 - December 2007
Provident Bank July 2006 - November 2007
Garden State Floor Cover, INC December 2006 - May 2007
Pershing, a BNY Mellon company September 2001 - June 2002
Skills
Call Centers, Technical Support, Customer Experience, Mobile Devices, Networking, Customer Retention, Data Entry, Blackberry, Team Leadership, Microsoft Excel, Apparel, Fashion, Microsoft Word, Retail, Accounts Receivable, Accounts Payable, Data Analysis, Jewelry Making, Microsoft Exchange, Microsoft Office, Merchandising, Retail Sales, System Testing, Visual Merchandising, Apple, Android, Time Management, First Time Home Buyers, Manage Client..., Client Relations Skills, Client Liaison, Bugeting, Personal Finance, Customer Service, Personal Development, PowerPoint, Access, Account Management, Accounting, Telecommunications, Project Management, Wireless, Troubleshooting
Education
PMI
CAPM, Certified Assoicate in Project Management
University Of Phoenix- Jersey City NJ 2013 — 2016
Master of Business Administration (M.B.A.), Project Management
University of Phoenix 2010 — 2013
Bachelor's Degree, Management
Montclair State University 2002 — 2005
Paycation Travel April 2015 - Present
AT&T Mobility April 2011 - Present
AT&T Mobility December 2007 - April 2011
AT&T Mobility November 2007 - December 2007
Provident Bank July 2006 - November 2007
Garden State Floor Cover, INC December 2006 - May 2007
Pershing, a BNY Mellon company September 2001 - June 2002
Skills
Call Centers, Technical Support, Customer Experience, Mobile Devices, Networking, Customer Retention, Data Entry, Blackberry, Team Leadership, Microsoft Excel, Apparel, Fashion, Microsoft Word, Retail, Accounts Receivable, Accounts Payable, Data Analysis, Jewelry Making, Microsoft Exchange, Microsoft Office, Merchandising, Retail Sales, System Testing, Visual Merchandising, Apple, Android, Time Management, First Time Home Buyers, Manage Client..., Client Relations Skills, Client Liaison, Bugeting, Personal Finance, Customer Service, Personal Development, PowerPoint, Access, Account Management, Accounting, Telecommunications, Project Management, Wireless, Troubleshooting
Education
PMI
CAPM, Certified Assoicate in Project Management
University Of Phoenix- Jersey City NJ 2013 — 2016
Master of Business Administration (M.B.A.), Project Management
University of Phoenix 2010 — 2013
Bachelor's Degree, Management
Montclair State University 2002 — 2005
Michael Guarino Michael Guarino's Pershing, a BNY Mellon company Experience August 1998 - May 1999
Job President at Vesta Landmark Builders, LLC
Industry Financial Services
Experience
Vesta Landmark Builders, LLC June 2014 - Present
Sonar Capital Management, LLC. September 2013 - Present
Keller Williams Realty November 2011 - Present
Avatar Securities, LLC July 2010 - December 2013
T3 Trading Group, LLC April 2012 - September 2012
SunGard Assent LLC May 1999 - June 2010
Pershing, a BNY Mellon company August 1998 - May 1999
Gibraltar Securities January 1997 - June 1998
Skills
Series 7, Bloomberg, Equity Trading, Proprietary Trading, Technical Analysis, Equities, Trading, Electronic Trading, Series 24, Seires 55, Series 63, Real Estate Investment, Economics, Risk Management, Team Management, Financial Planning, Hiring, Team Leadership, Microsoft Office, Organizing, Team Building, Real Estate, Negotiation, Contract Negotiation, Excel, New Jersey Real Estate..., Real Estate License, Lightspeed, eSignal, Instinet, REDI, Fusion, Research, Trading Operations, Trading Systems, Investment Strategies, Branch Management, Client Relations Skills, Microsoft Excel, Securities, FINRA, Strategic Financial..., Investment Properties
Education
Monmouth University 1992 — 1996
BS, Economics Major/Minor in Psychology
Weichert School of Real Estate
New Jersey Real Estate License, Real Estate
Vesta Landmark Builders, LLC June 2014 - Present
Sonar Capital Management, LLC. September 2013 - Present
Keller Williams Realty November 2011 - Present
Avatar Securities, LLC July 2010 - December 2013
T3 Trading Group, LLC April 2012 - September 2012
SunGard Assent LLC May 1999 - June 2010
Pershing, a BNY Mellon company August 1998 - May 1999
Gibraltar Securities January 1997 - June 1998
Skills
Series 7, Bloomberg, Equity Trading, Proprietary Trading, Technical Analysis, Equities, Trading, Electronic Trading, Series 24, Seires 55, Series 63, Real Estate Investment, Economics, Risk Management, Team Management, Financial Planning, Hiring, Team Leadership, Microsoft Office, Organizing, Team Building, Real Estate, Negotiation, Contract Negotiation, Excel, New Jersey Real Estate..., Real Estate License, Lightspeed, eSignal, Instinet, REDI, Fusion, Research, Trading Operations, Trading Systems, Investment Strategies, Branch Management, Client Relations Skills, Microsoft Excel, Securities, FINRA, Strategic Financial..., Investment Properties
Education
Monmouth University 1992 — 1996
BS, Economics Major/Minor in Psychology
Weichert School of Real Estate
New Jersey Real Estate License, Real Estate
Martin Kennelly Martin Kennelly's Pershing, a BNY Mellon company Experience December 2005 - September 2006
Job Media Professional with a Financial/Brokerage Background
Industry Financial Services
Experience
Georgeson February 2007 - September 2010
Pershing, a BNY Mellon company December 2005 - September 2006
WDVR-FM September 1995 - September 2005
UBS May 2004 - May 2005
Prudential Financial June 1990 - April 2002
NYC-TV/WNYE 1993 - 1994
Sullivan & Cromwell LLP April 1987 - April 1990
Skills
Call Centers, Investments, Finance, Customer Service, Music Programming, Digital Editing, On Air Programming, Retirement Savings, Computed Tax Rates, Verify Stock..., Create Debit/ Credit..., Update Insurance Agent..., Balanced Mutual Fund..., Daily Reconciliation of..., Conducted Emergency..., Non Profit On Air Fund..., Recorded Show Promos, wired fed funds, read news
Education
Connecticut School of Broadcasting 1994 — 1994
Certificate, Broadcasting
New Jersey City University 1978 — 1983
B.S., Marketing
Georgeson February 2007 - September 2010
Pershing, a BNY Mellon company December 2005 - September 2006
WDVR-FM September 1995 - September 2005
UBS May 2004 - May 2005
Prudential Financial June 1990 - April 2002
NYC-TV/WNYE 1993 - 1994
Sullivan & Cromwell LLP April 1987 - April 1990
Skills
Call Centers, Investments, Finance, Customer Service, Music Programming, Digital Editing, On Air Programming, Retirement Savings, Computed Tax Rates, Verify Stock..., Create Debit/ Credit..., Update Insurance Agent..., Balanced Mutual Fund..., Daily Reconciliation of..., Conducted Emergency..., Non Profit On Air Fund..., Recorded Show Promos, wired fed funds, read news
Education
Connecticut School of Broadcasting 1994 — 1994
Certificate, Broadcasting
New Jersey City University 1978 — 1983
B.S., Marketing
Jacqueline Competiello Jacqueline Competiello's Pershing, a BNY Mellon company Experience June 2010 - August 2011
Job International Treasury Analyst at Advance Publications Inc.
Industry Financial Services
Experience
Advance Publications Inc. November 2014 - Present
Advance Publications Inc. September 2011 - November 2014
Pershing, a BNY Mellon company June 2010 - August 2011
Skills
Alternative Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Investor Relations
Fordham University 2010 — 2013
Bachelor of Science (BS), Business Administration, Finance and Management
Loyola University Maryland 2009 — 2010
Advance Publications Inc. November 2014 - Present
Advance Publications Inc. September 2011 - November 2014
Pershing, a BNY Mellon company June 2010 - August 2011
Skills
Alternative Investments, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Investor Relations
Fordham University 2010 — 2013
Bachelor of Science (BS), Business Administration, Finance and Management
Loyola University Maryland 2009 — 2010
Letitia Hauser Letitia Hauser's Pershing, a BNY Mellon company Experience August 2001 - August 2005
Job CSR/ Account Manager (Brown & Brown) & Realtor (Weichert)
Industry Insurance
Experience
Weichert, Realtors September 2014 - Present
Brown & Brown July 2014 - Present
Brown & Brown July 2013 - July 2014
The Why Center, Inc. February 2013 - June 2014
Arthur J. Gallagher & Co. September 2008 - June 2012
Reisman Property Interests, Inc. May 2007 - July 2008
CPR Strategic Marketing Communications September 2006 - January 2007
Pierce Mattie Communications May 2006 - August 2006
Pershing, a BNY Mellon company August 2001 - August 2005
Skills
Insurance, Property & Casualty..., Account Management, Marketing, Customer Service, Customer Retention, Underwriting, Public Relations, Commercial Insurance, Quoting, Microsoft Office, Processing, Claim, Brokers, Workers Compensation, Health Insurance, Employee Benefits, Commercial Lines, Professional Liability, Casualty, Umbrella Insurance, Claims Management, Social Networking, Sales, Referrals, New Business Development, Casualty Insurance
Education
Montclair State University 2002 — 2007
Bachelor of Arts (B.A.), Communications and Public Relations, 3.4 GPA
Ferris High 1998 — 2002
High School, Business & Finance
National Alliance for Insurance Education
CISR Designation - in progress
Weichert, Realtors September 2014 - Present
Brown & Brown July 2014 - Present
Brown & Brown July 2013 - July 2014
The Why Center, Inc. February 2013 - June 2014
Arthur J. Gallagher & Co. September 2008 - June 2012
Reisman Property Interests, Inc. May 2007 - July 2008
CPR Strategic Marketing Communications September 2006 - January 2007
Pierce Mattie Communications May 2006 - August 2006
Pershing, a BNY Mellon company August 2001 - August 2005
Skills
Insurance, Property & Casualty..., Account Management, Marketing, Customer Service, Customer Retention, Underwriting, Public Relations, Commercial Insurance, Quoting, Microsoft Office, Processing, Claim, Brokers, Workers Compensation, Health Insurance, Employee Benefits, Commercial Lines, Professional Liability, Casualty, Umbrella Insurance, Claims Management, Social Networking, Sales, Referrals, New Business Development, Casualty Insurance
Education
Montclair State University 2002 — 2007
Bachelor of Arts (B.A.), Communications and Public Relations, 3.4 GPA
Ferris High 1998 — 2002
High School, Business & Finance
National Alliance for Insurance Education
CISR Designation - in progress
Gina McCollum-Crowder Gina McCollum-Crowder's Pershing, a BNY Mellon company Experience 1992 - 1997
Job Power of Negotiation & Strength of Character
Industry Real Estate
Experience
Self-employed Associate BrokerRE/MAXJanuary 2010 - Present
Weichert, Realtors December 2003 - January 2010
JPMorgan Chase & Co. July 2001 - December 2003
Donaldson, Lufkin & Jenrette 1997 - 2001
Pershing, a BNY Mellon company 1992 - 1997
Mid Monmouth Financial Cncpts 1992 - 1992
Skills
New Castle County Board..., DE State REALTOR of The..., REALTOR Spirit Award..., Weichert Realtors..., Basic Mediation Training, 100% Sales Club for..., Previously Series 7,..., Licensed REALTOR DE, PA..., Previously Licensed..., Sellers, Marketing, Customer Service, Sales, Team Building, Single Family Homes, Real Estate, Sales Management, New Business Development, Negotiation, Strategic Planning, Contract Negotiation, Marketing Strategy, Relocation, Contractors, Buyer Representation, Residential Homes, First Time Home Buyers, Short Sales, Referrals, Real Estate Transactions, Investment Properties, Foreclosures, Condos, New Home Sales, Listings, REO
Education
Saint Peter's University 1998 — 2000
Master of Business Administration (MBA), Management Information Systems and Services
Monmouth University 1992 — 1996
Finance & Management
Self-employed Associate BrokerRE/MAXJanuary 2010 - Present
Weichert, Realtors December 2003 - January 2010
JPMorgan Chase & Co. July 2001 - December 2003
Donaldson, Lufkin & Jenrette 1997 - 2001
Pershing, a BNY Mellon company 1992 - 1997
Mid Monmouth Financial Cncpts 1992 - 1992
Skills
New Castle County Board..., DE State REALTOR of The..., REALTOR Spirit Award..., Weichert Realtors..., Basic Mediation Training, 100% Sales Club for..., Previously Series 7,..., Licensed REALTOR DE, PA..., Previously Licensed..., Sellers, Marketing, Customer Service, Sales, Team Building, Single Family Homes, Real Estate, Sales Management, New Business Development, Negotiation, Strategic Planning, Contract Negotiation, Marketing Strategy, Relocation, Contractors, Buyer Representation, Residential Homes, First Time Home Buyers, Short Sales, Referrals, Real Estate Transactions, Investment Properties, Foreclosures, Condos, New Home Sales, Listings, REO
Education
Saint Peter's University 1998 — 2000
Master of Business Administration (MBA), Management Information Systems and Services
Monmouth University 1992 — 1996
Finance & Management
David Azzati David Azzati's Pershing, a BNY Mellon company Experience January 2000 - November 2003
Job Director at New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management November 2003 - Present
Pershing, a BNY Mellon company January 2000 - November 2003
Skills
Separately Managed..., Operations Management, Trading, Trading Systems, Financial Services, Alternative Investments, FINRA, Securities, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Equities, Bonds, Bloomberg, Investment Strategies, Asset Management
Education
New Jersey City University 1997 — 2004
Master's degree, Counseling Psychology
New Jersey City University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
New York Life Investment Management November 2003 - Present
Pershing, a BNY Mellon company January 2000 - November 2003
Skills
Separately Managed..., Operations Management, Trading, Trading Systems, Financial Services, Alternative Investments, FINRA, Securities, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Equities, Bonds, Bloomberg, Investment Strategies, Asset Management
Education
New Jersey City University 1997 — 2004
Master's degree, Counseling Psychology
New Jersey City University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Ken Louie Ken Louie's Pershing, a BNY Mellon company Experience March 2011 - June 2014
Job AwardWinning Marketer Focused on Financial Advisors and HNW Investors
Industry Insurance
Experience
TIAA-CREF July 2014 - Present
Pershing, A BNY Mellon Company March 2011 - June 2014
Pershing LLC, a BNY Mellon company September 2011 - March 2014
MetLife June 2008 - March 2011
MetLife June 2007 - May 2008
MetLife June 2006 - May 2007
Deloitte & Touche April 2004 - May 2006
EPM Communications May 2004 - August 2004
Conde Nast January 2004 - May 2004
Skills
Competitive Analysis, Database Marketing, Digital Marketing, Direct Marketing, Email Marketing, Financial Services, Social Media, Social Media Marketing, Wealth Management, Marketing, Market Research, Marketing Strategy, Marketing Research, Segmentation, Marketing Communications, Marketing Management, Insurance, Integrated Marketing, Mutual Funds, Project Management, Relationship Management
Education
New York University 2003 — 2006
B.A.
New Hyde Park Memorial H.S. 1999 — 2003
New York University
Master's Degree
TIAA-CREF July 2014 - Present
Pershing, A BNY Mellon Company March 2011 - June 2014
Pershing LLC, a BNY Mellon company September 2011 - March 2014
MetLife June 2008 - March 2011
MetLife June 2007 - May 2008
MetLife June 2006 - May 2007
Deloitte & Touche April 2004 - May 2006
EPM Communications May 2004 - August 2004
Conde Nast January 2004 - May 2004
Skills
Competitive Analysis, Database Marketing, Digital Marketing, Direct Marketing, Email Marketing, Financial Services, Social Media, Social Media Marketing, Wealth Management, Marketing, Market Research, Marketing Strategy, Marketing Research, Segmentation, Marketing Communications, Marketing Management, Insurance, Integrated Marketing, Mutual Funds, Project Management, Relationship Management
Education
New York University 2003 — 2006
B.A.
New Hyde Park Memorial H.S. 1999 — 2003
New York University
Master's Degree
Tom Sennett's Pershing, a BNY Mellon company Experience August 2014 - March 2015
Job Product Manager at Fueled
Industry Computer Software
Experience
Fueled April 2015 - Present
Mainstream Media Company October 2003 - Present
Pershing, a BNY Mellon company August 2014 - March 2015
APPEK May 2013 - August 2014
APPEK August 2011 - May 2013
Skills
JavaScript, User Experience Design, User Interface Design, Mobile Design, Web Design, Game Design, Technical Writing, CSS, HTML, Public Speaking, Photoshop, ActionScript, Project Management, Flash
Education
Penn State University 2007 — 2011
Bachelor of Science, Information Sciences and Technology
Fueled April 2015 - Present
Mainstream Media Company October 2003 - Present
Pershing, a BNY Mellon company August 2014 - March 2015
APPEK May 2013 - August 2014
APPEK August 2011 - May 2013
Skills
JavaScript, User Experience Design, User Interface Design, Mobile Design, Web Design, Game Design, Technical Writing, CSS, HTML, Public Speaking, Photoshop, ActionScript, Project Management, Flash
Education
Penn State University 2007 — 2011
Bachelor of Science, Information Sciences and Technology
Jonathan Azara's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Supervisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2015 - Present
Pershing, a BNY Mellon company October 2014 - March 2015
Pershing, a BNY Mellon company November 2012 - October 2014
Add-On Pools June 2006 - November 2012
Skills
Procurement, Inventory Management, Logistics, Operations Management, Warehousing, Customer Service, Microsoft Office, Forklift Operator, Project Planning, Materials Management, Microsoft Excel, Warehouse Management, Supply Chain Management, Inventory Control, Finance, Telephone Skills, Financial Analysis, Teamwork, Spanish
Education
Monmouth University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Pershing, a BNY Mellon company April 2015 - Present
Pershing, a BNY Mellon company October 2014 - March 2015
Pershing, a BNY Mellon company November 2012 - October 2014
Add-On Pools June 2006 - November 2012
Skills
Procurement, Inventory Management, Logistics, Operations Management, Warehousing, Customer Service, Microsoft Office, Forklift Operator, Project Planning, Materials Management, Microsoft Excel, Warehouse Management, Supply Chain Management, Inventory Control, Finance, Telephone Skills, Financial Analysis, Teamwork, Spanish
Education
Monmouth University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Richard Ungar Richard Ungar's Pershing, a BNY Mellon company Experience December 2013 - July 2014
Job Dodd FrankArchival Client Engagenent Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2014 - Present
Richard Ungar Associates January 1990 - Present
Pershing, a BNY Mellon company December 2013 - July 2014
Morgan Stanley February 2012 - June 2013
New Era Solutions August 2011 - February 2012
Credit Suisse April 2011 - July 2011
B&H Photo Video May 2008 - January 2011
Yourdon / Teltech 1984 - 2011
Merrill Lynch October 2005 - May 2008
Citi February 2005 - August 2005
Skills
Project Governance, Project Reporting, Dependency Management, Issues Resolution, Management Presentations, Priority Management, Detail Design, Information Gathering, Project Turnaround, Full SDLC, Business Logic, Business Analysis, SDLC, PMO, User Acceptance Testing, Business Process, Vendor Management, Process Engineering, Resource Management, MS Project, Project Planning, Process Improvement, Quality Assurance, Team Leadership, Software Project..., Integration, Change Management, Testing, Management Consulting, Team Management, Program Management, Project Portfolio..., Risk Management, Documentation, Requirements Analysis, Business Management, Business Process..., Analysis, Mentoring, Team Building, Risk, Portfolio Management, Customer Relations, Planning, Visio, ERP, Quality Center, Project Delivery, Problem Solving, Risk Mitigation
Education
New York University 1973 — 1975
MBA, Computer Applications & Information Services
Pratt Institute 1968 — 1969
CDP, IT
IBM 1979 — 1979
CD, Strategic Planning
Bank of America September 2014 - Present
Richard Ungar Associates January 1990 - Present
Pershing, a BNY Mellon company December 2013 - July 2014
Morgan Stanley February 2012 - June 2013
New Era Solutions August 2011 - February 2012
Credit Suisse April 2011 - July 2011
B&H Photo Video May 2008 - January 2011
Yourdon / Teltech 1984 - 2011
Merrill Lynch October 2005 - May 2008
Citi February 2005 - August 2005
Skills
Project Governance, Project Reporting, Dependency Management, Issues Resolution, Management Presentations, Priority Management, Detail Design, Information Gathering, Project Turnaround, Full SDLC, Business Logic, Business Analysis, SDLC, PMO, User Acceptance Testing, Business Process, Vendor Management, Process Engineering, Resource Management, MS Project, Project Planning, Process Improvement, Quality Assurance, Team Leadership, Software Project..., Integration, Change Management, Testing, Management Consulting, Team Management, Program Management, Project Portfolio..., Risk Management, Documentation, Requirements Analysis, Business Management, Business Process..., Analysis, Mentoring, Team Building, Risk, Portfolio Management, Customer Relations, Planning, Visio, ERP, Quality Center, Project Delivery, Problem Solving, Risk Mitigation
Education
New York University 1973 — 1975
MBA, Computer Applications & Information Services
Pratt Institute 1968 — 1969
CDP, IT
IBM 1979 — 1979
CD, Strategic Planning
Dayakar R. Malgari Dayakar R. Malgari's Pershing, a BNY Mellon company Experience February 1999 - February 2012
Job IT Consultant Express Scripts / IBM, Franklin Lakes, NJ
Industry Hospital & Health Care
Experience
Express Scripts / IBM March 2013 - Present
IBM March 2012 - February 2013
Pershing, a BNY Mellon company February 1999 - February 2012
Education
Stevens Institute of Technology 2005 — 2008
Master's degree, Information Systems
Osmania University 1991 — 1994
Bachelor's in Engineering, Electrical, Electronics and Communications Engineering
Express Scripts / IBM March 2013 - Present
IBM March 2012 - February 2013
Pershing, a BNY Mellon company February 1999 - February 2012
Education
Stevens Institute of Technology 2005 — 2008
Master's degree, Information Systems
Osmania University 1991 — 1994
Bachelor's in Engineering, Electrical, Electronics and Communications Engineering
Jamie Shechtman Jamie Shechtman's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Assurance Intern at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2014 - Present
PSUKnowHow September 2012 - December 2013
Pershing, a BNY Mellon company June 2013 - August 2013
Penn State Lion Line January 2012 - May 2012
Skills
Financial Audits, Fundraising, Marketing Communications, Event Management, Sales, Advertising, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Lotus Notes, Interpersonal Skill, Communication
Education
Penn State University 2011 — 2015
Bachelor of Science (BS) Accounting, Minor in International Business
University of Amsterdam 2014 — 2014
Study Abroad
Abington Senior High School 2007 — 2011
High School Diploma
BDO USA, LLP June 2014 - Present
PSUKnowHow September 2012 - December 2013
Pershing, a BNY Mellon company June 2013 - August 2013
Penn State Lion Line January 2012 - May 2012
Skills
Financial Audits, Fundraising, Marketing Communications, Event Management, Sales, Advertising, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Microsoft Office, Lotus Notes, Interpersonal Skill, Communication
Education
Penn State University 2011 — 2015
Bachelor of Science (BS) Accounting, Minor in International Business
University of Amsterdam 2014 — 2014
Study Abroad
Abington Senior High School 2007 — 2011
High School Diploma
Naydaliz Inoa Naydaliz Inoa's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Reconciliation Admin at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2015 - Present
Lehigh Valley Community Mental Health Centers, Inc. November 2013 - August 2015
Full Steam Staffing, LLC June 2012 - August 2012
North American Specialty Glass May 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Word, Bilingual, Spanish-English, Bloomberg Terminal, Accounting, Access, Accounts Payable, Economics, Financial Analysis, Time Management, Data Analysis, PowerPoint, Research, Accounts Receivable, Market Research, Microsoft Office, Customer Service, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance and International Business, 3.2
Pershing, a BNY Mellon company September 2015 - Present
Lehigh Valley Community Mental Health Centers, Inc. November 2013 - August 2015
Full Steam Staffing, LLC June 2012 - August 2012
North American Specialty Glass May 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Word, Bilingual, Spanish-English, Bloomberg Terminal, Accounting, Access, Accounts Payable, Economics, Financial Analysis, Time Management, Data Analysis, PowerPoint, Research, Accounts Receivable, Market Research, Microsoft Office, Customer Service, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance and International Business, 3.2
Joe Forbes's Pershing, a BNY Mellon company Experience May 2000 - June 2001
Job Fulltime Supervisor at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS September 2002 - Present
Pershing, a BNY Mellon company May 2000 - June 2001
Skills
Analysis, Sales, Public Speaking, Access, Process Improvement, Finance, Research, Team Building, Social Media, English, Negotiation
Education
New Jersey City University 2001 — 2009
Bachelor of Science (B.S.), Accounting
Ferris High School 1997 — 2001
Diploma
UPS September 2002 - Present
Pershing, a BNY Mellon company May 2000 - June 2001
Skills
Analysis, Sales, Public Speaking, Access, Process Improvement, Finance, Research, Team Building, Social Media, English, Negotiation
Education
New Jersey City University 2001 — 2009
Bachelor of Science (B.S.), Accounting
Ferris High School 1997 — 2001
Diploma
Cristina Stacchini Cristina Stacchini's Pershing, a BNY Mellon company Experience July 2005 - Present
Job Supervisor Mutual Funds at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2005 - Present
Broad Street Children's Academy September 1999 - June 2005
Skills
Financial Services, Mutual Funds, FINRA, Back Office, Securities, Series 63, Series 7, Investments
Education
Montclair State University
Master of Arts (MA), Education/Teaching of Individuals in Early Childhood Special Education Programs
Montclair State University
Bachelor of Arts (BA), Psychology
Pershing, a BNY Mellon company July 2005 - Present
Broad Street Children's Academy September 1999 - June 2005
Skills
Financial Services, Mutual Funds, FINRA, Back Office, Securities, Series 63, Series 7, Investments
Education
Montclair State University
Master of Arts (MA), Education/Teaching of Individuals in Early Childhood Special Education Programs
Montclair State University
Bachelor of Arts (BA), Psychology
Olivia Fleming's Pershing, a BNY Mellon company Experience January 2014 - Present
Job Associate at Pershing LLC a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2014 - Present
Wells Fargo December 2010 - December 2013
Skills
Banking, Loans, Customer Satisfaction, Sales, Customer Engagement, Creativity, Building Customer..., Close Attention to..., Oral & Written..., Outstanding..., Analytical Skills, Work in A Fast Paced..., Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Cold Calling, Contract Negotiation, Customer Service, Investments, Finance, Payments, Management, Sales Process, Social Networking, Time Management, PowerPoint
Education
Nova Southeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pershing, a BNY Mellon company January 2014 - Present
Wells Fargo December 2010 - December 2013
Skills
Banking, Loans, Customer Satisfaction, Sales, Customer Engagement, Creativity, Building Customer..., Close Attention to..., Oral & Written..., Outstanding..., Analytical Skills, Work in A Fast Paced..., Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Cold Calling, Contract Negotiation, Customer Service, Investments, Finance, Payments, Management, Sales Process, Social Networking, Time Management, PowerPoint
Education
Nova Southeastern University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Alexander Whitelam's Pershing, a BNY Mellon company Experience October 2010 - January 2014
Job Sr. Associate of Investor Relations
Industry Utilities
Experience
Aqua America February 2014 - Present
Pershing, a BNY Mellon company October 2010 - January 2014
Wells Fargo January 2010 - October 2010
Skills
Financial Services, Trading Systems, Rebalancing, Series 7, Block Trading, Trading, Separately Managed..., Unified Managed Accounts, Finance, Mutual Funds, Wealth Management, Securities, FINRA, Asset Allocation, Relationship Management, Equities, Asset Management, Investments, Financial Advisory, Management, Training, Risk Management, Back Office, Portfolio Management
Education
West Virginia University 2006 — 2009
Bachelor of Science (BS), Finance
Monmouth University
Aqua America February 2014 - Present
Pershing, a BNY Mellon company October 2010 - January 2014
Wells Fargo January 2010 - October 2010
Skills
Financial Services, Trading Systems, Rebalancing, Series 7, Block Trading, Trading, Separately Managed..., Unified Managed Accounts, Finance, Mutual Funds, Wealth Management, Securities, FINRA, Asset Allocation, Relationship Management, Equities, Asset Management, Investments, Financial Advisory, Management, Training, Risk Management, Back Office, Portfolio Management
Education
West Virginia University 2006 — 2009
Bachelor of Science (BS), Finance
Monmouth University
Larry Stokes Larry Stokes's Pershing, a BNY Mellon company Experience 2000 - 2007
Job Founder/CEO The Circle Financial Network
Industry Fund-Raising
Experience
The Circle Financial Network July 2011 - Present
Pershing, a BNY Mellon company 2000 - 2007
Salomon Smith Barney 1993 - 2000
Skills
Financial Analysis, Investments, New Business Development
Education
New York Institute of Technology-Old Westbury 1976 — 1977
Electrical Engineering Technologies/Technicians
John F Kennedy High School, Bronx New York 1972 — 1976
High School Diploma, Academic
The Circle Financial Network July 2011 - Present
Pershing, a BNY Mellon company 2000 - 2007
Salomon Smith Barney 1993 - 2000
Skills
Financial Analysis, Investments, New Business Development
Education
New York Institute of Technology-Old Westbury 1976 — 1977
Electrical Engineering Technologies/Technicians
John F Kennedy High School, Bronx New York 1972 — 1976
High School Diploma, Academic
Justine Scire Justine Scire's Pershing, a BNY Mellon company Experience September 2013 - Present
Job Government Settlements at Pershing, a BNY Mellon company
Industry Banking
Experience
Pershing, a BNY Mellon company September 2013 - Present
Bank of America September 2011 - September 2013
BNY Mellon 2004 - 2010
CBSI Services (Cardholder Brokerage Services, Inc.) 2001 - 2004
The Guild Group 1998 - 1999
Education
Manhattanville College 1995 — 1999
History
Pershing, a BNY Mellon company September 2013 - Present
Bank of America September 2011 - September 2013
BNY Mellon 2004 - 2010
CBSI Services (Cardholder Brokerage Services, Inc.) 2001 - 2004
The Guild Group 1998 - 1999
Education
Manhattanville College 1995 — 1999
History
Joseph Majkowski Joseph Majkowski's Pershing, a BNY Mellon company Experience December 2012 - June 2015
Job Relationship Manager at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services June 2015 - Present
Pershing, a BNY Mellon company December 2012 - June 2015
Pershing, a BNY Mellon company September 2011 - December 2012
Pershing, a BNY Mellon company October 2004 - September 2011
Merrill Lynch Money Manager Services October 2003 - September 2004
Merrill Lynch - Asset Transition Services August 2002 - October 2003
Skills
Series 7, Series 63, Securities, Mutual Funds, Equities, Fixed Income, Alternative Investments, Wealth Management, Financial Services, FINRA, Hedge Funds, Series 24, Asset Allocation, Asset Management
Education
Marist College 1997 — 2001
Bachelor of Science (BS), Management Information Systems and Services
Schwab Advisor Services June 2015 - Present
Pershing, a BNY Mellon company December 2012 - June 2015
Pershing, a BNY Mellon company September 2011 - December 2012
Pershing, a BNY Mellon company October 2004 - September 2011
Merrill Lynch Money Manager Services October 2003 - September 2004
Merrill Lynch - Asset Transition Services August 2002 - October 2003
Skills
Series 7, Series 63, Securities, Mutual Funds, Equities, Fixed Income, Alternative Investments, Wealth Management, Financial Services, FINRA, Hedge Funds, Series 24, Asset Allocation, Asset Management
Education
Marist College 1997 — 2001
Bachelor of Science (BS), Management Information Systems and Services
Aleksandr Litinskiy's Pershing, a BNY Mellon company Experience January 2011 - July 2012
Job Sports Professional
Industry Sports
Experience
Binghamton Racquet Club 2012 - 2013
Pershing, a BNY Mellon company January 2011 - July 2012
Dimension Trading Group LLC December 2009 - July 2010
Merrill Lynch June 2007 - August 2007
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.4
Binghamton Racquet Club 2012 - 2013
Pershing, a BNY Mellon company January 2011 - July 2012
Dimension Trading Group LLC December 2009 - July 2010
Merrill Lynch June 2007 - August 2007
Education
Pace University - Lubin School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General, 3.4
Adam Heyduk Adam Heyduk's Pershing, a BNY Mellon company Experience September 2006 - March 2015
Job Account Transitions at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
Pershing, a BNY Mellon company September 2006 - March 2015
Pershing, a BNY Mellon company September 2005 - September 2006
PNC Global Investment Services May 2002 - September 2005
Business Page, Inc. February 1997 - May 2002
Skills
Microsoft Excel, Microsoft Office, Finance, Accounting, Trading, Financial Services, Investments, Financial Analysis, Mutual Funds, Business Analysis, Business Strategy, Account Reconciliation, Customer Service, Risk Management, Public Speaking, Strategic Planning, Leadership, Management, Forecasting, Banking
Education
Penn State University 1996 — 2000
Bachelors of Science, Marketing
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
State Street March 2015 - Present
Pershing, a BNY Mellon company September 2006 - March 2015
Pershing, a BNY Mellon company September 2005 - September 2006
PNC Global Investment Services May 2002 - September 2005
Business Page, Inc. February 1997 - May 2002
Skills
Microsoft Excel, Microsoft Office, Finance, Accounting, Trading, Financial Services, Investments, Financial Analysis, Mutual Funds, Business Analysis, Business Strategy, Account Reconciliation, Customer Service, Risk Management, Public Speaking, Strategic Planning, Leadership, Management, Forecasting, Banking
Education
Penn State University 1996 — 2000
Bachelors of Science, Marketing
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Bernard A. Polatschek III, MBA's Pershing, a BNY Mellon company Experience 2005 - 2007
Job Trusted Business Advisor
Industry Financial Services
Experience
Xoriant 2015 - Present
SunGard 2007 - 2014
Pershing, a BNY Mellon company 2005 - 2007
Calyon Securities 2000 - 2005
Merrill Lynch 1998 - 2000
The Chase Manhattan Bank 1997 - 1998
Skills
Trusted Business Advisor, Securities Lending, Relationship Management, Account Management, CRM, Leadership, Loanet, Agency Lending..., Business Analysis, Presentations, Product Demonstration, Collateral Management, Securities, Financial Services, Equities, Fixed Income, Trading Systems, Capital Markets, Regulatory Compliance, Client Relations, Trading, Middle Office, Back Office, Risk Management, CCAR, Basel III, LEI, Data Governance, Corporate Actions, Sales Management, Bloomberg, Client Billing, Market Data, Financial Analysis, Employee Training, Public Speaking, Visual Basic, Account Reconciliation, Coaching, Accounts Receivable, Finance, Management, Investment Banking, Dodd-Frank, Microsoft Office, Staff Development, Staff Management, Hedge Funds, Derivatives, Series 7
Education
Pace University - Lubin School of Business
MBA, Finance/Investment Management
Penn State University
BS, Econimics & International Business
The University of Manchester
Semester Abroad, UK Economy
Xoriant 2015 - Present
SunGard 2007 - 2014
Pershing, a BNY Mellon company 2005 - 2007
Calyon Securities 2000 - 2005
Merrill Lynch 1998 - 2000
The Chase Manhattan Bank 1997 - 1998
Skills
Trusted Business Advisor, Securities Lending, Relationship Management, Account Management, CRM, Leadership, Loanet, Agency Lending..., Business Analysis, Presentations, Product Demonstration, Collateral Management, Securities, Financial Services, Equities, Fixed Income, Trading Systems, Capital Markets, Regulatory Compliance, Client Relations, Trading, Middle Office, Back Office, Risk Management, CCAR, Basel III, LEI, Data Governance, Corporate Actions, Sales Management, Bloomberg, Client Billing, Market Data, Financial Analysis, Employee Training, Public Speaking, Visual Basic, Account Reconciliation, Coaching, Accounts Receivable, Finance, Management, Investment Banking, Dodd-Frank, Microsoft Office, Staff Development, Staff Management, Hedge Funds, Derivatives, Series 7
Education
Pace University - Lubin School of Business
MBA, Finance/Investment Management
Penn State University
BS, Econimics & International Business
The University of Manchester
Semester Abroad, UK Economy
F. Scott Mercaldo F. Scott Mercaldo's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Vice President Compliance Officer at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company September 2014 - January 2015
CBRE Clarion Securities, LLC March 2011 - September 2014
Aberdeen Fund Distributors, LLC / Aberdeen Asset Management, Inc. June 2010 - March 2011
Brandywine Global Investment Management May 2008 - May 2010
Brandywine Global Investment Management LLC June 2007 - April 2008
ING DIRECT Securities, Inc. 2002 - 2007
ING DIRECT Securities, Inc. 2001 - 2002
ING DIRECT 2000 - 2001
Skills
Securities Regulation, Compliance, Series 24, Series 7, Series 63, Investment Advisory, AML, Code of Ethics, Broker-Dealer, FINRA, Prospectus, Closed-end Funds, Mutual Funds, Hedge Funds, Marketing
Education
Widener University School of Law 2004 — 2007
LL.M., Corporate Law and Finance
Saint Joseph's University 1997 — 2000
MBA, International Business
London Metropolitan University 1992 — 1995
LL.B. (Hons.), English Law
Alpha Chi Rho
Alpha Chi Rho
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company September 2014 - January 2015
CBRE Clarion Securities, LLC March 2011 - September 2014
Aberdeen Fund Distributors, LLC / Aberdeen Asset Management, Inc. June 2010 - March 2011
Brandywine Global Investment Management May 2008 - May 2010
Brandywine Global Investment Management LLC June 2007 - April 2008
ING DIRECT Securities, Inc. 2002 - 2007
ING DIRECT Securities, Inc. 2001 - 2002
ING DIRECT 2000 - 2001
Skills
Securities Regulation, Compliance, Series 24, Series 7, Series 63, Investment Advisory, AML, Code of Ethics, Broker-Dealer, FINRA, Prospectus, Closed-end Funds, Mutual Funds, Hedge Funds, Marketing
Education
Widener University School of Law 2004 — 2007
LL.M., Corporate Law and Finance
Saint Joseph's University 1997 — 2000
MBA, International Business
London Metropolitan University 1992 — 1995
LL.B. (Hons.), English Law
Alpha Chi Rho
Alpha Chi Rho
Christian Balbin Christian Balbin's Pershing, a BNY Mellon company Experience January 2014 - Present
Job Trade Support Associate at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company August 2012 - January 2014
Pershing, a BNY Mellon company November 2010 - November 2011
Morgan Stanley April 2010 - November 2010
Pershing, a BNY Mellon company September 2007 - March 2010
Skills
Business Analysis, Requirements Gathering, Corporate Actions, Business Requirements, User Acceptance Testing, Operations, business tester, Finance, Back Office, Fixed Income, Testing, Trading Systems, Settlement, Middle Office, Financial Markets, Bloomberg, Securities, Equities, Financial Services, Options, FINRA, Bonds, Market Data, Bloomberg Terminal, AML, Operational Risk, Structured Products, Reference Data, Risk Management, Electronic Trading
Education
New Jersey City University 2007 — 2009
Finance, General
James J. Ferris high school 2003 — 2007
High school Diploma, Business and Finance
Pershing, a BNY Mellon company January 2014 - Present
Pershing, a BNY Mellon company August 2012 - January 2014
Pershing, a BNY Mellon company November 2010 - November 2011
Morgan Stanley April 2010 - November 2010
Pershing, a BNY Mellon company September 2007 - March 2010
Skills
Business Analysis, Requirements Gathering, Corporate Actions, Business Requirements, User Acceptance Testing, Operations, business tester, Finance, Back Office, Fixed Income, Testing, Trading Systems, Settlement, Middle Office, Financial Markets, Bloomberg, Securities, Equities, Financial Services, Options, FINRA, Bonds, Market Data, Bloomberg Terminal, AML, Operational Risk, Structured Products, Reference Data, Risk Management, Electronic Trading
Education
New Jersey City University 2007 — 2009
Finance, General
James J. Ferris high school 2003 — 2007
High school Diploma, Business and Finance
Brian J. Wiegand Jr. Brian J. Wiegand Jr.'s Pershing, a BNY Mellon company Experience January 2015 - January 2015
Job Finance and Accounting Intern at Shoff Darby Insurance Agency
Industry Financial Services
Experience
Muhlenberg College January 2014 - Present
Woodway Country Club May 2013 - Present
Shoff Darby Insurance Agency May 2015 - August 2015
Pershing, a BNY Mellon company January 2015 - January 2015
Darien Basketball Association July 2011 - July 2012
Skills
Management, Microsoft Excel, Leadership, Sales, PowerPoint, Research, Training, Project Management, Strategic Planning, English
Education
Muhlenberg College 2013 — 2017
Bachelor's Degree, Finance and Economics, Sophomore
Darien High School 2009 — 2013
High School Diploma, Class of 2013
Muhlenberg College January 2014 - Present
Woodway Country Club May 2013 - Present
Shoff Darby Insurance Agency May 2015 - August 2015
Pershing, a BNY Mellon company January 2015 - January 2015
Darien Basketball Association July 2011 - July 2012
Skills
Management, Microsoft Excel, Leadership, Sales, PowerPoint, Research, Training, Project Management, Strategic Planning, English
Education
Muhlenberg College 2013 — 2017
Bachelor's Degree, Finance and Economics, Sophomore
Darien High School 2009 — 2013
High School Diploma, Class of 2013
Valencia Carter's Pershing, a BNY Mellon company Experience August 2008 - Present
Job
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2008 - Present
Skills
Financial Services, Equities, Fixed Income, Finance, Banking, Investments, Leadership, Customer Service, Microsoft Excel, Management, Mutual Funds, Microsoft Word, Portfolio Management, PowerPoint, Research, Sales, Team Building
Education
Mississippi State University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Pershing, a BNY Mellon company August 2008 - Present
Skills
Financial Services, Equities, Fixed Income, Finance, Banking, Investments, Leadership, Customer Service, Microsoft Excel, Management, Mutual Funds, Microsoft Word, Portfolio Management, PowerPoint, Research, Sales, Team Building
Education
Mississippi State University
Bachelor of Business Administration (B.B.A.), Banking and Finance
Steven Casella's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Intern at Pershing, a BNY Mellon company
Industry
Experience
Pershing, a BNY Mellon company June 2015 - August 2015
BNY Mellon June 2014 - August 2014
Muhlenberg College August 2013 - May 2014
Snyder's-Lance, Inc. July 2013 - August 2013
Education
Muhlenberg College 2012 — 2016
Bachelor's Degree, Finance and Economics (Double Major)
Maastricht University 2014 — 2014
Center for European Studies: Business & Economics in Europe
Ridgewood High School 2008 — 2012
Pershing, a BNY Mellon company June 2015 - August 2015
BNY Mellon June 2014 - August 2014
Muhlenberg College August 2013 - May 2014
Snyder's-Lance, Inc. July 2013 - August 2013
Education
Muhlenberg College 2012 — 2016
Bachelor's Degree, Finance and Economics (Double Major)
Maastricht University 2014 — 2014
Center for European Studies: Business & Economics in Europe
Ridgewood High School 2008 — 2012
Catherine Eng Catherine Eng's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Market Data & Content / Client OnBoarding / CRM (Technology), Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing LLC March 2000 - January 2015
Morgan Stanley Dean Witter January 1999 - July 1999
QBT LLC October 1996 - January 1999
Skills
Market Data, Business Analysis, Trading Systems, SDLC, SOA, Fixed Income, Disaster Recovery, Vendor Management, Contact Relationship..., Software Development..., Escalations Management, Software Project..., Unix, Requirements Gathering, Requirements Analysis, IT Strategy, Sybase, Enterprise Architecture
Education
New York University 2014 — 2016
Masters of Science (M.S.) - In Progress
New York University
Bachelor of Arts (B.A.)
Pershing, a BNY Mellon company January 2015 - Present
Pershing LLC March 2000 - January 2015
Morgan Stanley Dean Witter January 1999 - July 1999
QBT LLC October 1996 - January 1999
Skills
Market Data, Business Analysis, Trading Systems, SDLC, SOA, Fixed Income, Disaster Recovery, Vendor Management, Contact Relationship..., Software Development..., Escalations Management, Software Project..., Unix, Requirements Gathering, Requirements Analysis, IT Strategy, Sybase, Enterprise Architecture
Education
New York University 2014 — 2016
Masters of Science (M.S.) - In Progress
New York University
Bachelor of Arts (B.A.)
Jennie Karp's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Account Services at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2015 - Present
Pershing, a BNY Mellon company September 2015 - Present
JPO Concepts February 2015 - April 2015
Operative July 2014 - February 2015
NBC40 May 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
Skills
Press Releases, Facebook, Social Media, PowerPoint, Social Networking, Video Editing, Sports Writing, Sports, Event Planning, Social Media Marketing, Final Cut Pro, Blogging, Editing, YouTube, iMovie, Media Relations, Copy Editing, News Writing, Journalism, Sports Management, Video Production, Sports Marketing, Creative Writing, Digital Media, Product Promotion, Creative thinking, Verbal/non-verbal..., Microsoft Excel, Microsoft Powerpoint, Microsoft Office
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Mainland Regional High School 2006 — 2010
"Bachelor of Arts", Communication and Media Studies
Pershing, a BNY Mellon company September 2015 - Present
Pershing, a BNY Mellon company September 2015 - Present
JPO Concepts February 2015 - April 2015
Operative July 2014 - February 2015
NBC40 May 2013 - August 2013
Wells Fargo Advisors May 2012 - August 2012
Skills
Press Releases, Facebook, Social Media, PowerPoint, Social Networking, Video Editing, Sports Writing, Sports, Event Planning, Social Media Marketing, Final Cut Pro, Blogging, Editing, YouTube, iMovie, Media Relations, Copy Editing, News Writing, Journalism, Sports Management, Video Production, Sports Marketing, Creative Writing, Digital Media, Product Promotion, Creative thinking, Verbal/non-verbal..., Microsoft Excel, Microsoft Powerpoint, Microsoft Office
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Mainland Regional High School 2006 — 2010
"Bachelor of Arts", Communication and Media Studies
Robert Voelker Robert Voelker's Pershing, a BNY Mellon company Experience 2006 - 2011
Job Supervisor Life New Business at Penn Mutual
Industry Financial Services
Experience
Penn Mutual 2012 - Present
Pershing, a BNY Mellon company 2006 - 2011
Bally Total Fitness 2004 - 2006
Skills
Account Management, Asset Management, Gym, Management, Muscle Energy, Project Management, Protein Production, Risk Management, Strength Training, Customer Service, New Business Development, Charismatic Leadership, Bench Strength, Muscular Endurance, Personality Development, Banking, Portfolio Management, Process Improvement, Insurance, Wealth Management, Financial Analysis, Financial Services
Education
Penn State University 2007 — 2010
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Pocono Mountain 1995 — 1999
Penn Mutual 2012 - Present
Pershing, a BNY Mellon company 2006 - 2011
Bally Total Fitness 2004 - 2006
Skills
Account Management, Asset Management, Gym, Management, Muscle Energy, Project Management, Protein Production, Risk Management, Strength Training, Customer Service, New Business Development, Charismatic Leadership, Bench Strength, Muscular Endurance, Personality Development, Banking, Portfolio Management, Process Improvement, Insurance, Wealth Management, Financial Analysis, Financial Services
Education
Penn State University 2007 — 2010
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Pocono Mountain 1995 — 1999
Joseph Madaio's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Student Ambassador of Monmouth University Office of Undergraduate Admissions
Industry Staffing and Recruiting
Experience
Monmouth University September 2015 - Present
Sports Exchange August 2012 - September 2015
Pershing, a BNY Mellon company June 2015 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service
Education
Monmouth University 2014 — 2018
Business Management and Information Technology
Howell High School 2010 — 2014
High school diploma
Monmouth University September 2015 - Present
Sports Exchange August 2012 - September 2015
Pershing, a BNY Mellon company June 2015 - August 2015
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service
Education
Monmouth University 2014 — 2018
Business Management and Information Technology
Howell High School 2010 — 2014
High school diploma
Paul A. Imbriale Paul A. Imbriale's Pershing, a BNY Mellon company Experience February 2001 - April 2002
Job Systems Engineer at VicomInfinity Inc
Industry Information Technology and Services
Experience
Vicom-Infinity Inc April 2002 - Present
Symbiotic Systems Inc January 2000 - Present
Pershing, a BNY Mellon company February 2001 - April 2002
TD October 2000 - February 2001
Skills
Systems Engineering, IBM Mainframe, Software Installation, TCP/IP, Data Center, Unix, Operating Systems, Hardware, Information Technology, Project Planning, Enterprise Architecture, Capacity Planning, Disaster Recovery, Virtualization, Storage, IT Strategy, IT Service Management, SDLC, Integration
Education
New York University
Vicom-Infinity Inc April 2002 - Present
Symbiotic Systems Inc January 2000 - Present
Pershing, a BNY Mellon company February 2001 - April 2002
TD October 2000 - February 2001
Skills
Systems Engineering, IBM Mainframe, Software Installation, TCP/IP, Data Center, Unix, Operating Systems, Hardware, Information Technology, Project Planning, Enterprise Architecture, Capacity Planning, Disaster Recovery, Virtualization, Storage, IT Strategy, IT Service Management, SDLC, Integration
Education
New York University
Daniella Rodriguez's Pershing, a BNY Mellon company Experience June 2010 - August 2010
Job Remote Stylist
Industry Apparel & Fashion
Experience
MyZooli September 2015 - Present
Feena Boutique August 2014 - September 2015
Tias Place August 2013 - February 2014
Esquire Footwear June 2013 - August 2013
Pershing, a BNY Mellon company June 2010 - August 2010
Skills
Time Management, Social Networking, Customer Service, PowerPoint, Microsoft Word, Social Media, Teamwork, Sales, Microsoft Office, Microsoft Excel, Public Speaking, Photoshop, Research, QuickBooks, POS, Styling, Fashion Blogging, Fashion, Social Media Marketing
Education
Montclair State University 2011 — 2014
Fashion Studies, Fashion Merchandising
MyZooli September 2015 - Present
Feena Boutique August 2014 - September 2015
Tias Place August 2013 - February 2014
Esquire Footwear June 2013 - August 2013
Pershing, a BNY Mellon company June 2010 - August 2010
Skills
Time Management, Social Networking, Customer Service, PowerPoint, Microsoft Word, Social Media, Teamwork, Sales, Microsoft Office, Microsoft Excel, Public Speaking, Photoshop, Research, QuickBooks, POS, Styling, Fashion Blogging, Fashion, Social Media Marketing
Education
Montclair State University 2011 — 2014
Fashion Studies, Fashion Merchandising
Bart Riordan Bart Riordan's Pershing, a BNY Mellon company Experience April 2010 - September 2010
Job Web developer
Industry Computer Software
Experience
ACE Portal April 2014 - August 2014
Pershing, a BNY Mellon company April 2010 - September 2010
The Peter Rouget School (M.S. 88) June 2008 - February 2009
Fashion Institute of Technology 2006 - 2008
Oxfam America June 2006 - September 2006
Skills
JavaScript, AngularJS, Node.js, CSS, HTML5, Python, MongoDB, Research, Statistics, Microsoft Excel, SASS, Bash, Ruby, Ruby on Rails, R, Github, Sublime Text, Mac OS, Web Development, Web Applications, Web Design, Teaching, Mathematics, Programming, Economics, Microsoft Office, Data Analysis, Flux, ReactJS
Education
The New School 2009 — 2011
MS (incomplete), Economics
Brooklyn College, The School of Education 2008 — 2008
Mathematics Teacher Education
New York University 2004 — 2008
BA, Economics, Politics
ACE Portal April 2014 - August 2014
Pershing, a BNY Mellon company April 2010 - September 2010
The Peter Rouget School (M.S. 88) June 2008 - February 2009
Fashion Institute of Technology 2006 - 2008
Oxfam America June 2006 - September 2006
Skills
JavaScript, AngularJS, Node.js, CSS, HTML5, Python, MongoDB, Research, Statistics, Microsoft Excel, SASS, Bash, Ruby, Ruby on Rails, R, Github, Sublime Text, Mac OS, Web Development, Web Applications, Web Design, Teaching, Mathematics, Programming, Economics, Microsoft Office, Data Analysis, Flux, ReactJS
Education
The New School 2009 — 2011
MS (incomplete), Economics
Brooklyn College, The School of Education 2008 — 2008
Mathematics Teacher Education
New York University 2004 — 2008
BA, Economics, Politics
Brian Tewes's Pershing, a BNY Mellon company Experience July 2015 - Present
Job Account Transfer Associate at Pershing, A BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2015 - Present
Harbor Community Bank August 2014 - July 2015
Hertz May 2014 - August 2014
Knightcast May 2013 - May 2014
Northgate Lakes Apartments May 2012 - October 2013
Knightcast May 2011 - May 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing
Education
Nova Southeastern University 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Pershing, a BNY Mellon company July 2015 - Present
Harbor Community Bank August 2014 - July 2015
Hertz May 2014 - August 2014
Knightcast May 2013 - May 2014
Northgate Lakes Apartments May 2012 - October 2013
Knightcast May 2011 - May 2012
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing
Education
Nova Southeastern University 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tim Liaw's Pershing, a BNY Mellon company Experience October 2013 - June 2014
Job High School Intern at Pershing, a BNY Mellon company
Industry
Experience
Pershing, a BNY Mellon company October 2013 - June 2014
Education
Penn State University 2014 — 2018
Bachelor's Degree, Computer Science
Pershing, a BNY Mellon company October 2013 - June 2014
Education
Penn State University 2014 — 2018
Bachelor's Degree, Computer Science
Bridget Benitez Bridget Benitez's Pershing, a BNY Mellon company Experience October 2014 - June 2015
Job Student at New Jersey City University
Industry Photography
Experience
Pershing, a BNY Mellon company October 2014 - June 2015
Liberty High School Jersey City September 2011 - June 2015
Liberty High School Production October 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Teaching, Team Leadership, Social Media, Event Planning, Photoshop, Team Building, Microsoft PowerPoint
Education
Liberty High School 2011 — 2015
High School Degree, Everything
New Jersey City University
Pershing, a BNY Mellon company October 2014 - June 2015
Liberty High School Jersey City September 2011 - June 2015
Liberty High School Production October 2011 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Teaching, Team Leadership, Social Media, Event Planning, Photoshop, Team Building, Microsoft PowerPoint
Education
Liberty High School 2011 — 2015
High School Degree, Everything
New Jersey City University
Matthew Plagge Matthew Plagge's Pershing, a BNY Mellon company Experience June 2009 - August 2009
Job FID Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse July 2012 - Present
Credit Suisse July 2013 - July 2014
Credit Suisse June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Pershing, a BNY Mellon company June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Bloomberg Terminal, Portfolio Management, German, Debt Settlement, Loans, Data Analysis, Bloomberg, Financial Modeling, Microsoft Word, Investment Banking, Middle Office, Business Development, Management, PowerPoint, Leadership, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance, German Language and International Business
Credit Suisse July 2012 - Present
Credit Suisse July 2013 - July 2014
Credit Suisse June 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Pershing, a BNY Mellon company June 2009 - August 2009
Skills
Financial Analysis, Fixed Income, Microsoft Excel, Bloomberg Terminal, Portfolio Management, German, Debt Settlement, Loans, Data Analysis, Bloomberg, Financial Modeling, Microsoft Word, Investment Banking, Middle Office, Business Development, Management, PowerPoint, Leadership, Microsoft Office
Education
Penn State University 2008 — 2012
Bachelor's Degree, Finance, German Language and International Business
Scott Du Barry Scott Du Barry's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Recent Graduate Seeking a Fulltime Marketing Position
Industry Marketing and Advertising
Experience
Chartwells Higher Education Dining Services October 2014 - May 2015
Montclair State University February 2015 - April 2015
Pershing, a BNY Mellon company June 2014 - August 2014
Paramount Facility Management Solutions August 2012 - June 2014
Skills
Leadership, Microsoft Office, Teamwork, Time Management, Social Networking, Networking, Editing, Team Leadership, PowerPoint, Microsoft Excel, Critical Thinking, Access, Microsoft Word, Public Speaking, Computer Proficiency, Communication, Training, Analysis, Social Media, Marketing, Management, Financial Services, Research, Market Research, Event Management
Education
Montclair State University 2011 — 2015
Bachelor of Science (B.S.), Business Management, 3.664/4
Montclair State University 2011 — 2015
Bachelor of Science (B.S.), Marketing, 3.664/4
Somerville Highschool 2008 — 2011
Chartwells Higher Education Dining Services October 2014 - May 2015
Montclair State University February 2015 - April 2015
Pershing, a BNY Mellon company June 2014 - August 2014
Paramount Facility Management Solutions August 2012 - June 2014
Skills
Leadership, Microsoft Office, Teamwork, Time Management, Social Networking, Networking, Editing, Team Leadership, PowerPoint, Microsoft Excel, Critical Thinking, Access, Microsoft Word, Public Speaking, Computer Proficiency, Communication, Training, Analysis, Social Media, Marketing, Management, Financial Services, Research, Market Research, Event Management
Education
Montclair State University 2011 — 2015
Bachelor of Science (B.S.), Business Management, 3.664/4
Montclair State University 2011 — 2015
Bachelor of Science (B.S.), Marketing, 3.664/4
Somerville Highschool 2008 — 2011
Jasmine Haynes's Pershing, a BNY Mellon company Experience June 2012 - August 2012
Job KYC Specialist/Transfer Agent
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
International Fund Services (NA) LLC, A State Street Company November 2014 - Present
Jefferies LLC May 2014 - August 2014
ICAP April 2014 - April 2014
Brown Brothers Harriman January 2014 - March 2014
Merrill Lynch September 2013 - November 2013
Nova Southeastern University September 2012 - April 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Strategic Planning, Corporate Finance, Budgets, Financial Reporting, Customer Service, Business Strategy, Investments, Risk Management, Banking, Forecasting, Finance, Credit, Portfolio Management, Accounts Payable, Research
Education
Nova Southeastern University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Elaine Luu's Pershing, a BNY Mellon company Experience June 2010 - April 2013
Job Trust Admininstrator at Ally Bank
Industry Financial Services
Experience
Ally Financial Inc. April 2013 - March 2015
Pershing, a BNY Mellon company June 2010 - April 2013
PNC Global Investment Servicing February 2008 - June 2010
Thomas Jefferson University Hospitals April 2007 - February 2008
Education
Penn State University
B.A, Psychology and Social Science
Ally Financial Inc. April 2013 - March 2015
Pershing, a BNY Mellon company June 2010 - April 2013
PNC Global Investment Servicing February 2008 - June 2010
Thomas Jefferson University Hospitals April 2007 - February 2008
Education
Penn State University
B.A, Psychology and Social Science
Robert Gaudio Robert Gaudio's Pershing, a BNY Mellon company Experience March 2002 - March 2006
Job Financial Services Professional; Specializing in Operational Efficiency and Product Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management November 2011 - November 2014
HSBC Securities July 2008 - November 2011
Pershing March 2006 - June 2008
Pershing, a BNY Mellon company March 2002 - March 2006
Skills
Series 7, Securities, Equities, Series 63, Fixed Income, Wealth Management, Investments, Bloomberg, Portfolio Management, Mutual Funds, Trading, Capital Markets
Education
Pace University-Pleasantville/Briarcliff Campus 1994 — 1999
Bachelor of Science (B.S.), Criminal Justice
HSBC Retail Banking and Wealth Management November 2011 - November 2014
HSBC Securities July 2008 - November 2011
Pershing March 2006 - June 2008
Pershing, a BNY Mellon company March 2002 - March 2006
Skills
Series 7, Securities, Equities, Series 63, Fixed Income, Wealth Management, Investments, Bloomberg, Portfolio Management, Mutual Funds, Trading, Capital Markets
Education
Pace University-Pleasantville/Briarcliff Campus 1994 — 1999
Bachelor of Science (B.S.), Criminal Justice
Tracey Keogh Tracey Keogh's Pershing, a BNY Mellon company Experience June 1994 - March 2006
Job J. Hilburn Personal Stylist
Industry Apparel & Fashion
Experience
J.Hilburn May 2013 - Present
Pershing, a BNY Mellon company June 1994 - March 2006
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Sales, Public Speaking, Apparel, Social Media Marketing
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor's degree, Finance, General
St. Joseph by the Sea High School 1986 — 1990
J.Hilburn May 2013 - Present
Pershing, a BNY Mellon company June 1994 - March 2006
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Sales, Public Speaking, Apparel, Social Media Marketing
Education
Pace University - Lubin School of Business 1990 — 1994
Bachelor's degree, Finance, General
St. Joseph by the Sea High School 1986 — 1990
Elliott Cobb's Pershing, a BNY Mellon company Experience May 2014 - February 2015
Job Financial Advisor at Bank Of Americ, Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch March 2015 - Present
Pershing, a BNY Mellon company May 2014 - February 2015
Ameriprise Financial Services, Inc. July 2013 - February 2014
Skills
Banking, Business Analysis, Process Improvement, Customer Service, Series 7, Marketing, Entrepreneurship, Business Development, Cold Calling, Entrepreneurship..., Securities, Data Entry, Communication, Youth Mentoring, Series 63, Finance, Microsoft Excel, Leadership, Financial Services, Microsoft Office, Public Speaking, Investments, Mutual Funds, PowerPoint, Financial Planning, Management, Social Networking, Team Building, Event Planning, Time Management, Strategic Planning, CRM, Financial Analysis, Trading, Event Management, Research
Education
Lincoln University 2009 — 2013
Bachelor of Science (BS), Management and Finance
Bank of America Merrill Lynch March 2015 - Present
Pershing, a BNY Mellon company May 2014 - February 2015
Ameriprise Financial Services, Inc. July 2013 - February 2014
Skills
Banking, Business Analysis, Process Improvement, Customer Service, Series 7, Marketing, Entrepreneurship, Business Development, Cold Calling, Entrepreneurship..., Securities, Data Entry, Communication, Youth Mentoring, Series 63, Finance, Microsoft Excel, Leadership, Financial Services, Microsoft Office, Public Speaking, Investments, Mutual Funds, PowerPoint, Financial Planning, Management, Social Networking, Team Building, Event Planning, Time Management, Strategic Planning, CRM, Financial Analysis, Trading, Event Management, Research
Education
Lincoln University 2009 — 2013
Bachelor of Science (BS), Management and Finance
Mary Mccaw Mary Mccaw's Pershing, a BNY Mellon company Experience June 2004 - December 2012
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
Pershing, a BNY Mellon company June 2004 - December 2012
Bear Stearns & Company September 1996 - June 2004
Crum & Forster Enterprise February 1988 - April 1992
First Fidelity Bank March 1987 - March 1988
First National State Bank August 1983 - March 1987
Skills
Risk Management, Financial Analysis, Customer Service, Business Analysis, Strategic Planning, Public Speaking, Data Analysis, Team Building, Change Management, Software Development, Event Management, Engineering, Continuous Improvement, ITIL, Knowledge Management, Leadership, Team Leadership, Leadership Development, Project Management, Quality Assurance, Quality Management, Quality Control, Software Quality..., V&V, Management
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1985 — 1987
Engineer's Degree, Information Technology
Wheaton College 1979 — 1983
Bachelor of Business Administration (BBA), Economics
BNY Mellon December 2012 - Present
Pershing, a BNY Mellon company June 2004 - December 2012
Bear Stearns & Company September 1996 - June 2004
Crum & Forster Enterprise February 1988 - April 1992
First Fidelity Bank March 1987 - March 1988
First National State Bank August 1983 - March 1987
Skills
Risk Management, Financial Analysis, Customer Service, Business Analysis, Strategic Planning, Public Speaking, Data Analysis, Team Building, Change Management, Software Development, Event Management, Engineering, Continuous Improvement, ITIL, Knowledge Management, Leadership, Team Leadership, Leadership Development, Project Management, Quality Assurance, Quality Management, Quality Control, Software Quality..., V&V, Management
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1985 — 1987
Engineer's Degree, Information Technology
Wheaton College 1979 — 1983
Bachelor of Business Administration (BBA), Economics
Candy Robins Candy Robins's Pershing, a BNY Mellon company Experience 2012 - Present
Job Technology Service Desk Specialist at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2012 - Present
Skills
Customer Service, Technical Support, Remote Troubleshooting, Software Installation, Customer Escalation..., Technical Documentation, Network Troubleshooting, Help Desk Support, BMC Remedy Ticketing..., IT Service Management, Java Applets, Adobe Creative Suite, Windows 8, Windows 7, Windows XP, End User Training, Account Reconciliation, Data Entry, SharePoint, Test Cases, Microsoft Excel, Mac & PC platforms, Active Directory, Citrix
Education
Middle Tennessee State University
Bachelor of Science (B.S.), Textiles, Merchandising & Design
Pershing, a BNY Mellon company 2012 - Present
Skills
Customer Service, Technical Support, Remote Troubleshooting, Software Installation, Customer Escalation..., Technical Documentation, Network Troubleshooting, Help Desk Support, BMC Remedy Ticketing..., IT Service Management, Java Applets, Adobe Creative Suite, Windows 8, Windows 7, Windows XP, End User Training, Account Reconciliation, Data Entry, SharePoint, Test Cases, Microsoft Excel, Mac & PC platforms, Active Directory, Citrix
Education
Middle Tennessee State University
Bachelor of Science (B.S.), Textiles, Merchandising & Design
Daniel Deighan Daniel Deighan's Pershing, a BNY Mellon company Experience June 2013 - November 2014
Job Compensation Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2014 - Present
Pershing, a BNY Mellon company June 2013 - November 2014
Pershing August 2012 - August 2012
UBS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds, Marketing, Social Media, Research, Financial Analysis, Customer Service, Finance
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Risk Management
Muhlenberg College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration, Political Science
Lakeland Regional High School 2005 — 2009
BNY Mellon November 2014 - Present
Pershing, a BNY Mellon company June 2013 - November 2014
Pershing August 2012 - August 2012
UBS May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Mutual Funds, Marketing, Social Media, Research, Financial Analysis, Customer Service, Finance
Education
Saint Peter's University 2013 — 2015
Master of Business Administration (MBA), Risk Management
Muhlenberg College 2009 — 2012
Bachelor of Arts (B.A.), Business Administration, Political Science
Lakeland Regional High School 2005 — 2009
Nina Porfiris Nina Porfiris's Pershing, a BNY Mellon company Experience January 2015 - Present
Job VP Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing February 1997 - December 2014
Gruntal & Co., L.L.C January 1996 - February 1997
Skills
Series 7, IT Strategy, Vendor Management, Business Analysis, SDLC, Market Data, Requirements Analysis, Securities, Derivatives, Bloomberg, Trading Systems, Electronic Trading, Financial Services, Fixed Income, Asset Managment, Equities, Process Improvement, Risk Management, Software Project..., Disaster Recovery, Series 63, Mutual Funds, Trading, Middle Office, Prime Brokerage, Capital Markets, Settlement, Relationship Management, PMO, Equity Trading, Business Requirements, Business Continuity, Options, Hedge Funds, Back Office, Financial Markets, Alternative Investments, Portfolio Management, Banking, Bonds
Education
Manhattan College
BS, Computer Science
Pershing, a BNY Mellon company January 2015 - Present
Pershing February 1997 - December 2014
Gruntal & Co., L.L.C January 1996 - February 1997
Skills
Series 7, IT Strategy, Vendor Management, Business Analysis, SDLC, Market Data, Requirements Analysis, Securities, Derivatives, Bloomberg, Trading Systems, Electronic Trading, Financial Services, Fixed Income, Asset Managment, Equities, Process Improvement, Risk Management, Software Project..., Disaster Recovery, Series 63, Mutual Funds, Trading, Middle Office, Prime Brokerage, Capital Markets, Settlement, Relationship Management, PMO, Equity Trading, Business Requirements, Business Continuity, Options, Hedge Funds, Back Office, Financial Markets, Alternative Investments, Portfolio Management, Banking, Bonds
Education
Manhattan College
BS, Computer Science
Ferdinando Catania Ferdinando Catania's Pershing, a BNY Mellon company Experience June 2014 - Present
Job Customer Service Advisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2014 - Present
MetLife September 2010 - May 2014
E*TRADE Financial 2008 - 2009
Pershing - A Division of The Bank of New York Mellon April 2003 - February 2008
Hill, Thompson, Magid LP May 1999 - April 2003
Pace University, William C. Freund Center for the Study of Securities Markets January 1998 - May 1999
Skills
Securities, Series 63, Series 7, Mutual Funds, Financial Markets, Capital Markets, Bloomberg, FINRA, Asset Allocation, Options, Alternative Investments, Series 24, Trading, Equity Trading, Finance, Fixed Income, Investments, Equities
Education
Pace University - Lubin School of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), International Business
Leonia High School 1990 — 1994
Pershing, a BNY Mellon company June 2014 - Present
MetLife September 2010 - May 2014
E*TRADE Financial 2008 - 2009
Pershing - A Division of The Bank of New York Mellon April 2003 - February 2008
Hill, Thompson, Magid LP May 1999 - April 2003
Pace University, William C. Freund Center for the Study of Securities Markets January 1998 - May 1999
Skills
Securities, Series 63, Series 7, Mutual Funds, Financial Markets, Capital Markets, Bloomberg, FINRA, Asset Allocation, Options, Alternative Investments, Series 24, Trading, Equity Trading, Finance, Fixed Income, Investments, Equities
Education
Pace University - Lubin School of Business 1994 — 1999
Bachelor of Business Administration (B.B.A.), International Business
Leonia High School 1990 — 1994
Tom Waggner Tom Waggner's Pershing, a BNY Mellon company Experience January 1997 - Present
Job Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 1997 - Present
Education
New Jersey City University 1990 — 1996
BS, Business Management
Pershing, a BNY Mellon company January 1997 - Present
Education
New Jersey City University 1990 — 1996
BS, Business Management
Danielle Finkelstein Danielle Finkelstein's Pershing, a BNY Mellon company Experience July 2012 - Present
Job Financial Analyst FP&A
Industry Accounting
Experience
Pershing, a BNY Mellon company July 2012 - Present
Pershing, a BNY Mellon company April 2010 - June 2012
KPMG, LLP September 2006 - April 2010
Education
Muhlenberg College 2002 — 2006
Pershing, a BNY Mellon company July 2012 - Present
Pershing, a BNY Mellon company April 2010 - June 2012
KPMG, LLP September 2006 - April 2010
Education
Muhlenberg College 2002 — 2006
Carole DeRosa's Pershing, a BNY Mellon company Experience November 2013 - Present
Job Executive Recruiter at MetLife
Industry Human Resources
Experience
MetLife February 2014 - Present
Pershing, a BNY Mellon company November 2013 - Present
AIG June 2011 - October 2013
TrueBridge Resources November 2010 - June 2011
Celgene December 2009 - October 2010
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company March 2009 - November 2009
NERA Economic Consulting October 2007 - February 2009
Hoffman-La Roche January 2006 - October 2007
BMS - Bristol Myers Squibb February 2004 - June 2006
Johnson & Johnson 2006 - 2006
Skills
Financial Services, Consulting, Information Technology, Talent Acquisition, Vendor Management, Sales, Executive Search, Recruiting, Human Resources, Technical Recruiting, Talent Management, Account Management, Hiring, Contract Recruitment, Internet Recruiting, Sourcing, Applicant Tracking..., Management
Education
Montclair State University
MetLife February 2014 - Present
Pershing, a BNY Mellon company November 2013 - Present
AIG June 2011 - October 2013
TrueBridge Resources November 2010 - June 2011
Celgene December 2009 - October 2010
ImClone Systems, a wholly-owned subsidiary of Eli Lilly and Company March 2009 - November 2009
NERA Economic Consulting October 2007 - February 2009
Hoffman-La Roche January 2006 - October 2007
BMS - Bristol Myers Squibb February 2004 - June 2006
Johnson & Johnson 2006 - 2006
Skills
Financial Services, Consulting, Information Technology, Talent Acquisition, Vendor Management, Sales, Executive Search, Recruiting, Human Resources, Technical Recruiting, Talent Management, Account Management, Hiring, Contract Recruitment, Internet Recruiting, Sourcing, Applicant Tracking..., Management
Education
Montclair State University
Subrina Khan Subrina Khan's Pershing, a BNY Mellon company Experience October 2012 - August 2013
Job Student at New Jersey City University
Industry
Experience
Pershing, a BNY Mellon company October 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, Microsoft Powerpoint, Organization Skills, Time Management, Teamwork, Customer Service
Education
New Jersey City University 2013 — 2017
Criminal Justice and Corrections
James J. Ferris High School 2009 — 2013
High School Diploma, Office Management and Supervision
Pershing, a BNY Mellon company October 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Publisher, Microsoft Powerpoint, Organization Skills, Time Management, Teamwork, Customer Service
Education
New Jersey City University 2013 — 2017
Criminal Justice and Corrections
James J. Ferris High School 2009 — 2013
High School Diploma, Office Management and Supervision
Candy Chavez Candy Chavez's Pershing, a BNY Mellon company Experience October 2002 - March 2007
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2007 - Present
Pershing, a BNY Mellon company October 2002 - March 2007
Skills
FX Options, Fixed Income, Structured Products, Bonds, Middle Office, Interest Rate..., International..., Exotic Derivatives, Foreign Exchange, Capital Markets, Credit Derivatives
Education
Montclair State University 1999 — 2004
Business Administration, Finance and Marketing
Bank of America Merrill Lynch April 2007 - Present
Pershing, a BNY Mellon company October 2002 - March 2007
Skills
FX Options, Fixed Income, Structured Products, Bonds, Middle Office, Interest Rate..., International..., Exotic Derivatives, Foreign Exchange, Capital Markets, Credit Derivatives
Education
Montclair State University 1999 — 2004
Business Administration, Finance and Marketing
Catherine Jordan Catherine Jordan's Pershing, a BNY Mellon company Experience April 2013 - March 2014
Job Director at ROI Communication
Industry Public Relations and Communications
Experience
ROI Communication March 2014 - Present
Pershing, a BNY Mellon company April 2013 - March 2014
Philips Home Healthcare Solutions November 2010 - May 2012
Davis and Company May 2005 - November 2010
JPMorgan Chase January 2003 - May 2004
Merrill Lynch November 1989 - April 2002
Skills
Culture Change, Financial Services, Internal Communications, Communication Training, Marketing Communications, Human Resources, Healthcare, Strategic Communications, Corporate Communications, Communications Planning, Employee Engagement, Crisis Communications, Speech Writing, Newsletters, Change Management, Reputation Management, Strategic Planning, Research, Copywriting, Editing, Press Releases, Strategy, Social Media, Analysis, Web Content Management, Event Management, Integrated Marketing, Marketing, Leadership, Messaging, Executive-level...
Education
Seton Hall University 1999 — 2002
M.A., Corporate and Public Communications
Manhattan College 1983 — 1987
B.A., International Studies
ROI Communication March 2014 - Present
Pershing, a BNY Mellon company April 2013 - March 2014
Philips Home Healthcare Solutions November 2010 - May 2012
Davis and Company May 2005 - November 2010
JPMorgan Chase January 2003 - May 2004
Merrill Lynch November 1989 - April 2002
Skills
Culture Change, Financial Services, Internal Communications, Communication Training, Marketing Communications, Human Resources, Healthcare, Strategic Communications, Corporate Communications, Communications Planning, Employee Engagement, Crisis Communications, Speech Writing, Newsletters, Change Management, Reputation Management, Strategic Planning, Research, Copywriting, Editing, Press Releases, Strategy, Social Media, Analysis, Web Content Management, Event Management, Integrated Marketing, Marketing, Leadership, Messaging, Executive-level...
Education
Seton Hall University 1999 — 2002
M.A., Corporate and Public Communications
Manhattan College 1983 — 1987
B.A., International Studies
Josh Field's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Private Banking Associate at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
SEI June 2015 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
Raymond James Financial Inc. June 2013 - August 2013
Ameriprise Financial Services, Inc. May 2013 - August 2013
Kades-Margolis Corporation May 2012 - August 2012
Skills
Microsoft Excel, Insurance, PowerPoint, Strategic Financial..., Data Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.) Finance
Penn State University
Marc Caras, AIF®'s Pershing, a BNY Mellon company Experience August 2014 - Present
Job Head of Retirement Plan Network at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2014 - Present
Sentinel Benefits & Financial Group August 2010 - July 2014
Sentinel Benefits & Financial Group August 2010 - November 2013
Sentinel Benefits & Financial Group November 2009 - August 2010
LPL Financial 2006 - 2009
Fidelity Investments 1995 - 2006
Skills
Retirement Planning, Investment Advisory, Retirement, Investment Management, Securities, Wealth Management, Strategic Financial..., Finance, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, FINRA, Asset Allocation, Alternative Investments, Asset Management, Pensions, Personal Finance, 401k, Leadership, Business Analysis, Employee Benefits, Brokerage, Program Management, Project Management, Executive Management, Operations Management, Wealth, Series 63, Financial Planning
Education
Northeastern University 1989 — 1994
BS
Pershing, a BNY Mellon company August 2014 - Present
Sentinel Benefits & Financial Group August 2010 - July 2014
Sentinel Benefits & Financial Group August 2010 - November 2013
Sentinel Benefits & Financial Group November 2009 - August 2010
LPL Financial 2006 - 2009
Fidelity Investments 1995 - 2006
Skills
Retirement Planning, Investment Advisory, Retirement, Investment Management, Securities, Wealth Management, Strategic Financial..., Finance, Series 7, Mutual Funds, Portfolio Management, Financial Advisory, FINRA, Asset Allocation, Alternative Investments, Asset Management, Pensions, Personal Finance, 401k, Leadership, Business Analysis, Employee Benefits, Brokerage, Program Management, Project Management, Executive Management, Operations Management, Wealth, Series 63, Financial Planning
Education
Northeastern University 1989 — 1994
BS
Reggie Zamora's Pershing, a BNY Mellon company Experience 2000 - 2005
Job Cybersecurity & Compliance
Industry Airlines/Aviation
Experience
JetBlue Airways March 2015 - Present
NASDAQ March 2013 - March 2015
KBW 2007 - 2013
Experis 2005 - 2007
Pershing, a BNY Mellon company 2000 - 2005
Ambac 1992 - 2000
Deloitte 1990 - 1992
BNP Paribas 1989 - 1990
KPMG 1986 - 1989
Skills
GLBA, Disaster Recovery, Vendor Management, Data Privacy, Governance, COBIT, ISO 27001, Financial Services, Vulnerability Assessment, Vulnerability Management, Information Technology, COSO, SDLC, ITIL, Security, Management Consulting, Business Process..., Data Security, IT Strategy, IT Risk Management, Information Security, Penetration Testing, IT Compliance, Internal Audit, Internal Controls, Due Diligence, Computer Security, Sarbanes-Oxley, Corporate Governance, Operational Risk..., Data Center, Business Process..., IT Management, Infrastructure, Information Security..., Identity Management, Security Awareness, Business Continuity..., CISA, Sarbanes-Oxley Act
Education
New York Law School
Juris Doctor, Law
New York University
Bachelor of Arts
St. Francis Xavier HS
(Regents Diploma)
JetBlue Airways March 2015 - Present
NASDAQ March 2013 - March 2015
KBW 2007 - 2013
Experis 2005 - 2007
Pershing, a BNY Mellon company 2000 - 2005
Ambac 1992 - 2000
Deloitte 1990 - 1992
BNP Paribas 1989 - 1990
KPMG 1986 - 1989
Skills
GLBA, Disaster Recovery, Vendor Management, Data Privacy, Governance, COBIT, ISO 27001, Financial Services, Vulnerability Assessment, Vulnerability Management, Information Technology, COSO, SDLC, ITIL, Security, Management Consulting, Business Process..., Data Security, IT Strategy, IT Risk Management, Information Security, Penetration Testing, IT Compliance, Internal Audit, Internal Controls, Due Diligence, Computer Security, Sarbanes-Oxley, Corporate Governance, Operational Risk..., Data Center, Business Process..., IT Management, Infrastructure, Information Security..., Identity Management, Security Awareness, Business Continuity..., CISA, Sarbanes-Oxley Act
Education
New York Law School
Juris Doctor, Law
New York University
Bachelor of Arts
St. Francis Xavier HS
(Regents Diploma)
Alison Chang's Pershing, a BNY Mellon company Experience May 2015 - Present
Job Vice President, Segment Marketing at Pershing, a BNY Mellon company
Industry Marketing and Advertising
Experience
Pershing, a BNY Mellon company May 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - May 2015
Ameriprise Financial Services, Inc. December 2007 - September 2011
Ameriprise Financial Services, Inc. March 2006 - November 2007
BrownCo, Brokerage Service of JPMorgan Asset Management April 2003 - February 2006
Skills
Advertising, Direct Marketing, Marketing, Brand Management, Creative Strategy, Email Marketing, Marketing Strategy, Sponsorship, Strategic Planning, Financial Services, Search Engine Marketing, Digital Marketing, Media Strategy, Social Media Marketing, ROI Optimization, Production Planning, Budget Management
Education
Montclair State University 1990 — 1994
Bachelor of Science, Marketing and Management, with a concentration in Advertising
Pershing, a BNY Mellon company May 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - May 2015
Ameriprise Financial Services, Inc. December 2007 - September 2011
Ameriprise Financial Services, Inc. March 2006 - November 2007
BrownCo, Brokerage Service of JPMorgan Asset Management April 2003 - February 2006
Skills
Advertising, Direct Marketing, Marketing, Brand Management, Creative Strategy, Email Marketing, Marketing Strategy, Sponsorship, Strategic Planning, Financial Services, Search Engine Marketing, Digital Marketing, Media Strategy, Social Media Marketing, ROI Optimization, Production Planning, Budget Management
Education
Montclair State University 1990 — 1994
Bachelor of Science, Marketing and Management, with a concentration in Advertising
Dan Logue's Pershing, a BNY Mellon company Experience March 2015 - Present
Job Compliance Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
Mission Critical Services October 2014 - February 2015
MKM Partners 2012 - 2014
BNY ConvergEx 2008 - 2012
Jensen Group 2007 - 2008
New York Stock Exchnge 1998 - 2007
Banc of America Securities 1997 - 2007
Montgomery Securities 1993 - 1997
Merrill Lynch 1990 - 1993
Merrill Lynch 1984 - 1990
Skills
Compliance, Series 7, Equities, Securities, FINRA, Hedge Funds, Series 63, Capital Markets, Trading, Equity Trading, Options, Alternative Investments, Series 24, Asset Management, Derivatives, Electronic Trading, Investments, Fixed Income, AML
Education
FINRA Institute at Wharton 2007 — 2009
CRCP, Securities Regulation and Compliance
New York Law School 1987 — 1991
JD, Law
Union College 1979 — 1982
BA, Political Science
Pershing, a BNY Mellon company March 2015 - Present
Mission Critical Services October 2014 - February 2015
MKM Partners 2012 - 2014
BNY ConvergEx 2008 - 2012
Jensen Group 2007 - 2008
New York Stock Exchnge 1998 - 2007
Banc of America Securities 1997 - 2007
Montgomery Securities 1993 - 1997
Merrill Lynch 1990 - 1993
Merrill Lynch 1984 - 1990
Skills
Compliance, Series 7, Equities, Securities, FINRA, Hedge Funds, Series 63, Capital Markets, Trading, Equity Trading, Options, Alternative Investments, Series 24, Asset Management, Derivatives, Electronic Trading, Investments, Fixed Income, AML
Education
FINRA Institute at Wharton 2007 — 2009
CRCP, Securities Regulation and Compliance
New York Law School 1987 — 1991
JD, Law
Union College 1979 — 1982
BA, Political Science
Andrew (Drew) Seelig's Pershing, a BNY Mellon company Experience April 2004 - October 2010
Job Director IT Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
Pershing, a BNY Mellon company April 2004 - October 2010
Cortlandt Technology Partners May 2003 - April 2004
Skills
Project Management, Product Management, Microsoft Office, Product Development, Roadmap, Vendor Management, Aggregation, Communication, Organization, Operational Efficiency, householding, Mac & PC platforms, Platform Development, Platform Design, Portal Technologies, Enterprise Portals, Web Development, Technology Integration, RFP Generation, Business Development, Business Strategy, Business Analysis, Preparation of Business..., Requirements Analysis, Business Requirements, Charter, PMP, Trading Systems, SDLC, Agile Methodologies, Project Portfolio..., Business Process..., ITIL Process..., Financial Services
Education
New York University
Certificate in Business Project Management
Penn State University 1997 — 2002
BS, Management Science Information Systems and International Business
Fidelity Investments October 2010 - Present
Pershing, a BNY Mellon company April 2004 - October 2010
Cortlandt Technology Partners May 2003 - April 2004
Skills
Project Management, Product Management, Microsoft Office, Product Development, Roadmap, Vendor Management, Aggregation, Communication, Organization, Operational Efficiency, householding, Mac & PC platforms, Platform Development, Platform Design, Portal Technologies, Enterprise Portals, Web Development, Technology Integration, RFP Generation, Business Development, Business Strategy, Business Analysis, Preparation of Business..., Requirements Analysis, Business Requirements, Charter, PMP, Trading Systems, SDLC, Agile Methodologies, Project Portfolio..., Business Process..., ITIL Process..., Financial Services
Education
New York University
Certificate in Business Project Management
Penn State University 1997 — 2002
BS, Management Science Information Systems and International Business
Emily Stinson's Pershing, a BNY Mellon company Experience April 2010 - November 2010
Job Executive Administrative Assistant at Keratin Complex
Industry Cosmetics
Experience
Keratin Complex January 2015 - July 2015
Independent Contractor September 2012 - December 2014
L'Oreal Paris March 2011 - May 2012
Pershing, a BNY Mellon company April 2010 - November 2010
Independent Contractor January 2008 - April 2010
L'Oreal Paris July 2005 - December 2007
Education
Old Dominion University 1997 — 2001
Keratin Complex January 2015 - July 2015
Independent Contractor September 2012 - December 2014
L'Oreal Paris March 2011 - May 2012
Pershing, a BNY Mellon company April 2010 - November 2010
Independent Contractor January 2008 - April 2010
L'Oreal Paris July 2005 - December 2007
Education
Old Dominion University 1997 — 2001
Adam Bittmann's Pershing, a BNY Mellon company Experience November 2011 - Present
Job Business Architect at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company November 2011 - Present
Pershing, a BNY Mellon company October 2008 - November 2011
Fiserv October 2006 - October 2008
CheckFree Investment Services October 2005 - October 2006
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Visio, SQL, Software Documentation, Integration, Vendor Management, Back Office, Financial Services, Project Management, Business Process, Portfolio Management, Business Intelligence
Education
Montclair State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Marketing
Pershing, a BNY Mellon company November 2011 - Present
Pershing, a BNY Mellon company October 2008 - November 2011
Fiserv October 2006 - October 2008
CheckFree Investment Services October 2005 - October 2006
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Visio, SQL, Software Documentation, Integration, Vendor Management, Back Office, Financial Services, Project Management, Business Process, Portfolio Management, Business Intelligence
Education
Montclair State University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Marketing
Sashidhar Mallampalli's Pershing, a BNY Mellon company Experience June 2014 - July 2015
Job Experienced Senior QA Analyst
Industry Investment Banking
Experience
Pershing, a BNY Mellon company June 2014 - July 2015
Bank of America Merrill Lynch September 2012 - March 2014
Matlen Silver 2012 - 2014
Citi Group December 2010 - September 2012
Bank of America Merrill Lynch August 2010 - December 2010
BINTEL GROUP November 2009 - May 2010
RBC Capital Markets November 2006 - October 2009
AT&T April 2004 - April 2006
Ajilon/IMI Systems 2004 - 2006
Skills
Unix, SDLC, Agile Methodologies, User Acceptance Testing, Quality Center, Quality Assurance, Client Server..., CRM, Testing, Test Automation, Test Cases, Trading Systems, Analysis, Databases, Telecommunications, Business Requirements, HP Quality Center, Requirements Analysis, Software Project..., Vendor Management, Software Quality...
Education
New Jersey Institute of Technology 1989 — 1992
M.S, Computer Science
Osmania University 1977 — 1981
Bachelor's degree
St.George's Boys Grammar School 1974 — 1977
Intermediate, Math, Biology, Physics, Chemistry, English
Pershing, a BNY Mellon company June 2014 - July 2015
Bank of America Merrill Lynch September 2012 - March 2014
Matlen Silver 2012 - 2014
Citi Group December 2010 - September 2012
Bank of America Merrill Lynch August 2010 - December 2010
BINTEL GROUP November 2009 - May 2010
RBC Capital Markets November 2006 - October 2009
AT&T April 2004 - April 2006
Ajilon/IMI Systems 2004 - 2006
Skills
Unix, SDLC, Agile Methodologies, User Acceptance Testing, Quality Center, Quality Assurance, Client Server..., CRM, Testing, Test Automation, Test Cases, Trading Systems, Analysis, Databases, Telecommunications, Business Requirements, HP Quality Center, Requirements Analysis, Software Project..., Vendor Management, Software Quality...
Education
New Jersey Institute of Technology 1989 — 1992
M.S, Computer Science
Osmania University 1977 — 1981
Bachelor's degree
St.George's Boys Grammar School 1974 — 1977
Intermediate, Math, Biology, Physics, Chemistry, English
Yolanda Dell-Graham's Pershing, a BNY Mellon company Experience December 2010 - April 2013
Job Analyst / Officer
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Pershing, a BNY Mellon company December 2010 - April 2013
Goldman Sachs (Contract Position) May 2010 - November 2010
Morgan Stanley (Contract Position) January 2010 - May 2010
New York City Economic Development Corporation (NYCEDC) (Contract Position) September 2009 - January 2010
Citco August 2007 - October 2008
American Stock Exchange August 1999 - May 2007
Skills
Administrative..., Training, Onboarding, Databases, Time Management, Budgets, Outlook, Process Scheduler, Management, Proposal Writing, Visio
Education
Monroe Community College
Bank of Tokyo-Mitsubishi UFJ September 2013 - Present
Pershing, a BNY Mellon company December 2010 - April 2013
Goldman Sachs (Contract Position) May 2010 - November 2010
Morgan Stanley (Contract Position) January 2010 - May 2010
New York City Economic Development Corporation (NYCEDC) (Contract Position) September 2009 - January 2010
Citco August 2007 - October 2008
American Stock Exchange August 1999 - May 2007
Skills
Administrative..., Training, Onboarding, Databases, Time Management, Budgets, Outlook, Process Scheduler, Management, Proposal Writing, Visio
Education
Monroe Community College
Jeanette Pellitteri's Pershing, a BNY Mellon company Experience July 2011 - Present
Job Assistant Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2011 - Present
Pershing LLC January 2007 - July 2011
Thomson Financial February 2005 - January 2007
thomson financial 2003 - 2007
Skills
Equities, Financial Analysis, Financial Services, Business Analysis, Corporate Finance, Finance, Microsoft Excel, Fixed Income, Financial Modeling, Bloomberg, Financial Reporting, Risk Management, Financial Accounting
Education
Saint Peter's University 2012 — 2014
MBA Finance / MS Accounting
New Jersey City University 1999 — 2003
Pershing, a BNY Mellon company July 2011 - Present
Pershing LLC January 2007 - July 2011
Thomson Financial February 2005 - January 2007
thomson financial 2003 - 2007
Skills
Equities, Financial Analysis, Financial Services, Business Analysis, Corporate Finance, Finance, Microsoft Excel, Fixed Income, Financial Modeling, Bloomberg, Financial Reporting, Risk Management, Financial Accounting
Education
Saint Peter's University 2012 — 2014
MBA Finance / MS Accounting
New Jersey City University 1999 — 2003
Caroline O'Connell's Pershing, a BNY Mellon company Experience June 2012 - January 2015
Job Chief Marketing Officer, Investment Services, BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Pershing, a BNY Mellon company June 2012 - January 2015
Pershing June 2008 - June 2012
Pershing, a BNY Mellon company January 2005 - June 2008
Pershing, a BNY Mellon company January 1999 - January 2005
Pershing, a BNY Mellon company January 1995 - January 1999
Pershing, a BNY Mellon company January 1992 - January 1995
Pershing, a BNY Mellon company May 1991 - January 1992
Skills
Corporate strategy..., Ability to think..., Creative and innovative..., Management, Corporate Strategy..., Leadership, Marketing Strategy, Product Marketing
Education
Old Dominion University 1989 — 1991
Master of Business Administration (MBA), Marketing
Old Dominion University 1985 — 1989
Bachelor of Arts (BA), Education with an English minor
BNY Mellon January 2015 - Present
Pershing, a BNY Mellon company June 2012 - January 2015
Pershing June 2008 - June 2012
Pershing, a BNY Mellon company January 2005 - June 2008
Pershing, a BNY Mellon company January 1999 - January 2005
Pershing, a BNY Mellon company January 1995 - January 1999
Pershing, a BNY Mellon company January 1992 - January 1995
Pershing, a BNY Mellon company May 1991 - January 1992
Skills
Corporate strategy..., Ability to think..., Creative and innovative..., Management, Corporate Strategy..., Leadership, Marketing Strategy, Product Marketing
Education
Old Dominion University 1989 — 1991
Master of Business Administration (MBA), Marketing
Old Dominion University 1985 — 1989
Bachelor of Arts (BA), Education with an English minor
Tom Pileggi's Pershing, a BNY Mellon company Experience February 2014 - Present
Job Vice President, Account Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company February 2014 - Present
Pershing, a BNY Mellon company July 2011 - January 2014
Pershing, a BNY Mellon company March 2010 - October 2011
Pershing, a BNY Mellon company January 2008 - February 2010
Skills
Series 7, Finance, Financial Services, Investments, Portfolio Management, Mutual Funds, SMA, UMA, Asset Management, Investment Management
Education
Penn State University 2011 — 2015
MBA, Management
West Chester University of Pennsylvania 2003 — 2007
Bachelors of Science, Business Management
Pershing, a BNY Mellon company February 2014 - Present
Pershing, a BNY Mellon company July 2011 - January 2014
Pershing, a BNY Mellon company March 2010 - October 2011
Pershing, a BNY Mellon company January 2008 - February 2010
Skills
Series 7, Finance, Financial Services, Investments, Portfolio Management, Mutual Funds, SMA, UMA, Asset Management, Investment Management
Education
Penn State University 2011 — 2015
MBA, Management
West Chester University of Pennsylvania 2003 — 2007
Bachelors of Science, Business Management
Leanne Hrzic's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Managed Investments Ops Supervisor at Pershing, a BNY Mellon company
Industry Accounting
Experience
Pershing, a BNY Mellon company April 2014 - Present
Bank of New York Mellon January 1999 - April 2014
Skills
Account Reconciliation, Accounting, Financial Services, Financial Reporting
Education
Lock Haven University of Pennsylvania 1992 — 1996
Pershing, a BNY Mellon company April 2014 - Present
Bank of New York Mellon January 1999 - April 2014
Skills
Account Reconciliation, Accounting, Financial Services, Financial Reporting
Education
Lock Haven University of Pennsylvania 1992 — 1996
Greg Silenok's Pershing, a BNY Mellon company Experience November 2012 - June 2014
Job Assistant Product Manager at PNC
Industry Financial Services
Experience
PNC June 2014 - Present
Pershing, a BNY Mellon company November 2012 - June 2014
Hornor, Townsend & Kent, Inc December 2008 - November 2012
Lincoln Investment Planning Inc June 2007 - December 2008
Biltmore International Corp May 2005 - January 2007
Education
Lycoming College 2002 — 2006
BA, Finance
PNC June 2014 - Present
Pershing, a BNY Mellon company November 2012 - June 2014
Hornor, Townsend & Kent, Inc December 2008 - November 2012
Lincoln Investment Planning Inc June 2007 - December 2008
Biltmore International Corp May 2005 - January 2007
Education
Lycoming College 2002 — 2006
BA, Finance
Marcus Mattielli's Pershing, a BNY Mellon company Experience August 2014 - Present
Job Relationship Management
Industry Capital Markets
Experience
Pershing, a BNY Mellon company August 2014 - Present
ICAP October 2007 - June 2014
Neuberger Berman July 2006 - October 2007
IDX Capital 2005 - 2006
Tullett Prebon July 2003 - October 2005
Thomson Financial June 2001 - July 2003
Skills
Mutual Funds, Series 7, Fixed Income, Electronic Trading, Trading, Credit Derivatives, Capital Markets, FINRA, Investment Banking, Series 3, Series 24, Series 30, Series 63, CDS, Portfolio Management, Emerging Markets, Derivatives
Education
Muhlenberg College 1997 — 2001
BA, Political Science
Westfield High 1993 — 1997
Pershing, a BNY Mellon company August 2014 - Present
ICAP October 2007 - June 2014
Neuberger Berman July 2006 - October 2007
IDX Capital 2005 - 2006
Tullett Prebon July 2003 - October 2005
Thomson Financial June 2001 - July 2003
Skills
Mutual Funds, Series 7, Fixed Income, Electronic Trading, Trading, Credit Derivatives, Capital Markets, FINRA, Investment Banking, Series 3, Series 24, Series 30, Series 63, CDS, Portfolio Management, Emerging Markets, Derivatives
Education
Muhlenberg College 1997 — 2001
BA, Political Science
Westfield High 1993 — 1997
Kevin Heubnarain's Pershing, a BNY Mellon company Experience September 2002 - December 2004
Job Field Engineer at Pentax Medical
Industry Information Technology and Services
Experience
Pentax Medical July 2014 - Present
Quest Diagnostics June 2007 - July 2014
Quest Diagnostics March 2007 - June 2007
Case Medical, Inc. September 2006 - March 2007
Echostar Communications January 2005 - September 2006
Pershing, a BNY Mellon company September 2002 - December 2004
Skills
Healthcare Information..., Cross-functional Team..., Healthcare, Software Documentation, Process Improvement, Project Management, EMR, HL7, Hospitals, Software Implementation, Managed Care, Healthcare Management, Vendor Management, Program Management, ENT, Customer Service, EHR, Team Leadership, Testing, Quality Assurance, Troubleshooting
Education
New Jersey City University
Bachelor's Degree, National Security Studies
William L. Dickinson High School
High School
Pentax Medical July 2014 - Present
Quest Diagnostics June 2007 - July 2014
Quest Diagnostics March 2007 - June 2007
Case Medical, Inc. September 2006 - March 2007
Echostar Communications January 2005 - September 2006
Pershing, a BNY Mellon company September 2002 - December 2004
Skills
Healthcare Information..., Cross-functional Team..., Healthcare, Software Documentation, Process Improvement, Project Management, EMR, HL7, Hospitals, Software Implementation, Managed Care, Healthcare Management, Vendor Management, Program Management, ENT, Customer Service, EHR, Team Leadership, Testing, Quality Assurance, Troubleshooting
Education
New Jersey City University
Bachelor's Degree, National Security Studies
William L. Dickinson High School
High School
Rajeswara Reddy Karnati's Pershing, a BNY Mellon company Experience November 2014 - April 2015
Job Sr Technology Project Manager at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac April 2015 - Present
Pershing, a BNY Mellon company November 2014 - April 2015
Wells Fargo June 2007 - October 2014
ADP June 2005 - June 2007
Syntel August 2000 - May 2005
Skills
SDLC, DB2, Testing, Business Process, Oracle, PMP, SharePoint, COBOL, JCL, CORE JAVA,..., CICS, IDEAL, MVS/ESA, MS-DOS,..., NDM, JOB TRAC, MICRO..., Scrum, Business Analysis, Informatica DDM, PPI
Education
Osmania University 2000 — 2003
MCA, Computers
Freddie Mac April 2015 - Present
Pershing, a BNY Mellon company November 2014 - April 2015
Wells Fargo June 2007 - October 2014
ADP June 2005 - June 2007
Syntel August 2000 - May 2005
Skills
SDLC, DB2, Testing, Business Process, Oracle, PMP, SharePoint, COBOL, JCL, CORE JAVA,..., CICS, IDEAL, MVS/ESA, MS-DOS,..., NDM, JOB TRAC, MICRO..., Scrum, Business Analysis, Informatica DDM, PPI
Education
Osmania University 2000 — 2003
MCA, Computers
Lori Vinciguerra's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Senior Managing Counsel at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2015 - Present
Paduano & Weintraub July 2009 - September 2015
Wachovia Securities July 2003 - June 2009
Wachovia Securities 2003 - 2009
Wachovia 2003 - 2009
Prudential Securities September 1996 - June 2003
Prudential Securities 1996 - 2003
Wachovia 1994 - 2003
Prudential 1994 - 2003
Prudential Securities 1994 - 2003
Skills
Securities, Litigation, Commercial Litigation, ERISA, Estate Planning, Equities, Securities Regulation, Mediation, FINRA, Mutual Funds, Securities Litigation, Series 7, Series 24, Arbitration, Corporate Governance, Corporate Law, Due Diligence, Private Equity, Licensing, Financial Services, AML, Alternative Investments, Hedge Funds, Capital Markets, Investment Advisory, Financial Regulation, Wealth Management
Education
Maurice A. Deane School of Law at Hofstra University 1982 — 1985
J.D., Law
Stony Brook University 1978 — 1982
B.A., Psychology
Pershing, a BNY Mellon company September 2015 - Present
Paduano & Weintraub July 2009 - September 2015
Wachovia Securities July 2003 - June 2009
Wachovia Securities 2003 - 2009
Wachovia 2003 - 2009
Prudential Securities September 1996 - June 2003
Prudential Securities 1996 - 2003
Wachovia 1994 - 2003
Prudential 1994 - 2003
Prudential Securities 1994 - 2003
Skills
Securities, Litigation, Commercial Litigation, ERISA, Estate Planning, Equities, Securities Regulation, Mediation, FINRA, Mutual Funds, Securities Litigation, Series 7, Series 24, Arbitration, Corporate Governance, Corporate Law, Due Diligence, Private Equity, Licensing, Financial Services, AML, Alternative Investments, Hedge Funds, Capital Markets, Investment Advisory, Financial Regulation, Wealth Management
Education
Maurice A. Deane School of Law at Hofstra University 1982 — 1985
J.D., Law
Stony Brook University 1978 — 1982
B.A., Psychology
Jeff Bega's Pershing, a BNY Mellon company Experience 2000 - 2005
Job Business Development at COR Clearing
Industry Financial Services
Experience
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
COR Clearing May 2015 - Present
FINRA January 1995 - Present
ACA Compliance Group July 2014 - January 2015
ConvergEx Group, Sell-Side Services October 2012 - March 2014
STANY 2012 - 2014
Florida STA 2012 - 2014
Penson Financial Services June 2010 - July 2012
Broadridge May 2005 - June 2010
Pershing, a BNY Mellon company 2000 - 2005
HSBC October 1987 - May 2000
Skills
Series 7, Series 24, Series 63, Securities, Equities, Prime Brokerage, FINRA, Options, Fixed Income, Trading, Hedge Funds, Mutual Funds, Sales Management, Series 27, Institutional Sales, Salesforce.com, Sales Presentations, Investments, FX Options, Risk Management, Financial Markets, Equity Trading, Capital Markets, Trading Systems, Financial Services, Electronic Trading, ETFs, Derivatives, Bonds, Alternative Investments, Wealth Management, Bloomberg, Equity Derivatives, Middle Office, Market Data, Asset Management, Settlement, Corporate Actions, Investment Advisory, Back Office
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, Management
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (BS), Finance
Barbara Hawkesworth's Pershing, a BNY Mellon company Experience June 2015 - Present
Job Managing Counsel
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2015 - Present
JPMorgan Chase August 2013 - September 2014
Rochdale Investment Management April 2005 - January 2013
Skills
Hedge Funds, Asset Managment, Legal, Compliance, Investment Advisers Act, FINRA, Legal Compliance, General Corporate..., Alternative Investments, Offshore Services, Broker-Dealer, Mutual Funds, AML, Trading, Financial Risk, SEC, Asset Management, Portfolio Management, Investments, Capital Markets, Equities, Fixed Income, Securities, Anti Money Laundering
Education
New York Law School 1996 — 1999
Doctor of Law (JD)
Pershing, a BNY Mellon company June 2015 - Present
JPMorgan Chase August 2013 - September 2014
Rochdale Investment Management April 2005 - January 2013
Skills
Hedge Funds, Asset Managment, Legal, Compliance, Investment Advisers Act, FINRA, Legal Compliance, General Corporate..., Alternative Investments, Offshore Services, Broker-Dealer, Mutual Funds, AML, Trading, Financial Risk, SEC, Asset Management, Portfolio Management, Investments, Capital Markets, Equities, Fixed Income, Securities, Anti Money Laundering
Education
New York Law School 1996 — 1999
Doctor of Law (JD)
Stefan Rossi's Pershing, a BNY Mellon company Experience October 2013 - Present
Job Construction/Real Estate Operations
Industry Facilities Services
Experience
Pershing, a BNY Mellon company October 2013 - Present
Swatch Group September 2012 - May 2013
Skills
Real Estate, Construction, Facilities Management, Contract Negotiation, Property Management, Retail, Budgets, Project Planning, Real Estate Development, Residential Homes, Project Management, Management, Contract Management
Education
New York Institute of Technology
BSME, Engineering
Pershing, a BNY Mellon company October 2013 - Present
Swatch Group September 2012 - May 2013
Skills
Real Estate, Construction, Facilities Management, Contract Negotiation, Property Management, Retail, Budgets, Project Planning, Real Estate Development, Residential Homes, Project Management, Management, Contract Management
Education
New York Institute of Technology
BSME, Engineering
Kathy Pocherstnik's Pershing, a BNY Mellon company Experience July 2010 - Present
Job Marketing Manager
Industry Financial Services
Experience
Pershing, a BNY Mellon company July 2010 - Present
Muhlenberg College June 2009 - May 2010
Education
Muhlenberg College 2006 — 2010
BA in Business Administration, International Business, Spanish, Russian
Pershing, a BNY Mellon company July 2010 - Present
Muhlenberg College June 2009 - May 2010
Education
Muhlenberg College 2006 — 2010
BA in Business Administration, International Business, Spanish, Russian
Stepan Stasishyn's Pershing, a BNY Mellon company Experience March 2014 - October 2014
Job Finance Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Pershing, a BNY Mellon company March 2014 - October 2014
Pershing, a BNY Mellon company October 2007 - March 2014
Skills
Financial Analysis, Microsoft Excel, Analysis, Finance, Financial Reporting, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Data Analysis, Accounting, Lotus Notes, Access, Budgets, Business Analysis, Databases, Excel, PeopleSoft, Word, Windows, TM1, Forecasting, Hyperion HFM
Education
New Jersey City University 2012 — 2014
MBA, Finance Specialization, 3.98
New Jersey City University 2008 — 2011
Bachelor of Science, Accounting, 3.8
James J. Ferris High School 2004 — 2008
National Academy Foundation / Academy of Finance, Finance
New Jersey Institute of Technology
Morgan Stanley October 2014 - Present
Pershing, a BNY Mellon company March 2014 - October 2014
Pershing, a BNY Mellon company October 2007 - March 2014
Skills
Financial Analysis, Microsoft Excel, Analysis, Finance, Financial Reporting, Microsoft Office, PowerPoint, Financial Modeling, Microsoft Word, Data Analysis, Accounting, Lotus Notes, Access, Budgets, Business Analysis, Databases, Excel, PeopleSoft, Word, Windows, TM1, Forecasting, Hyperion HFM
Education
New Jersey City University 2012 — 2014
MBA, Finance Specialization, 3.98
New Jersey City University 2008 — 2011
Bachelor of Science, Accounting, 3.8
James J. Ferris High School 2004 — 2008
National Academy Foundation / Academy of Finance, Finance
New Jersey Institute of Technology
Jacqueline Caliente's Pershing, a BNY Mellon company Experience April 2012 - Present
Job Assistant Vice President, Financial Services Quality at Pershing
Industry Accounting
Experience
Pershing, a BNY Mellon company April 2012 - Present
Pershing, a BNY Mellon company November 2010 - April 2012
KPMG Audit September 2007 - November 2010
Education
Villanova University 2007 — 2008
MS, Accounting and Professional Consultancy
Penn State University 2003 — 2007
BS, Accounting
Pershing, a BNY Mellon company April 2012 - Present
Pershing, a BNY Mellon company November 2010 - April 2012
KPMG Audit September 2007 - November 2010
Education
Villanova University 2007 — 2008
MS, Accounting and Professional Consultancy
Penn State University 2003 — 2007
BS, Accounting
Juliana Pena's Pershing, a BNY Mellon company Experience May 2006 - November 2010
Job A/R Coordinator at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon July 2013 - Present
LF USA (A Li & Fung Company) November 2010 - June 2013
Pershing, a BNY Mellon company May 2006 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
New Jersey City University 2003 — 2010
Bachelor of Science (BS), Finance
Tullett Prebon July 2013 - Present
LF USA (A Li & Fung Company) November 2010 - June 2013
Pershing, a BNY Mellon company May 2006 - November 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
New Jersey City University 2003 — 2010
Bachelor of Science (BS), Finance
Irina Lisitsyn's Pershing, a BNY Mellon company Experience September 1999 - April 2009
Job SAP PI developer at US Army AESIP
Industry Translation and Localization
Experience
US Army AESIP January 2015 - Present
EOTechnology September 2013 - Present
CSC July 2012 - July 2013
JTSI, Inc. September 2011 - July 2012
EO Technology August 2009 - August 2011
Pershing, a BNY Mellon company September 1999 - April 2009
TD December 1998 - September 1999
Bloomberg LP January 1997 - December 1998
Skills
SAP XI/PI, Unix, SQL, Java, English, CSS, Data Migration, SAP XI, Software Design, JavaScript, SAP ERP, HTML, SDLC, Testing, Microsoft Office, ABAP, XML, Translation
Education
New York University
B.A. in Computer Science
US Army AESIP January 2015 - Present
EOTechnology September 2013 - Present
CSC July 2012 - July 2013
JTSI, Inc. September 2011 - July 2012
EO Technology August 2009 - August 2011
Pershing, a BNY Mellon company September 1999 - April 2009
TD December 1998 - September 1999
Bloomberg LP January 1997 - December 1998
Skills
SAP XI/PI, Unix, SQL, Java, English, CSS, Data Migration, SAP XI, Software Design, JavaScript, SAP ERP, HTML, SDLC, Testing, Microsoft Office, ABAP, XML, Translation
Education
New York University
B.A. in Computer Science
Robert Parrilla's Pershing, a BNY Mellon company Experience August 2010 - April 2012
Job CD/Corporate Bond Trader at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC January 2014 - Present
Securevest Financial Group October 2013 - December 2013
BNY Mellon April 2012 - August 2013
Pershing, a BNY Mellon company August 2010 - April 2012
Pershing October 2007 - July 2010
Casio Inc February 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets
Education
Monmouth University 2002 — 2006
Finance
Capital Guardian LLC January 2014 - Present
Securevest Financial Group October 2013 - December 2013
BNY Mellon April 2012 - August 2013
Pershing, a BNY Mellon company August 2010 - April 2012
Pershing October 2007 - July 2010
Casio Inc February 2007 - August 2007
Skills
Series 7, Series 63, Series 24, Fixed Income, Securities, Bonds, Trading, Bloomberg, Equities, Investments, Options, FINRA, Capital Markets
Education
Monmouth University 2002 — 2006
Finance
Don Colbert's Pershing, a BNY Mellon company Experience 2009 - 2014
Job Director, Enterprise Risk Management at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation 2014 - Present
Pershing, a BNY Mellon company 2009 - 2014
Pershing LLC 2006 - 2009
Pershing LLC 1996 - 2006
Credit Suisse First Boston 2001 - 2003
DLJ 1996 - 2001
Pershing LLC 1998 - 2000
Education
Montclair State University
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.Sc.)
E*TRADE Financial Corporation 2014 - Present
Pershing, a BNY Mellon company 2009 - 2014
Pershing LLC 2006 - 2009
Pershing LLC 1996 - 2006
Credit Suisse First Boston 2001 - 2003
DLJ 1996 - 2001
Pershing LLC 1998 - 2000
Education
Montclair State University
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.Sc.)
Elvin Quinones's Pershing, a BNY Mellon company Experience March 1986 - November 2001
Job Environmental Services Professional
Industry Environmental Services
Experience
CVS Caremark Corporation Lost MitigationFranklin Credit ManagementMarch 2006 - April 2008
Pershing, a BNY Mellon company March 1986 - November 2001
Skills
Research, Customer Service..., Customer Service..., Business Brokerage, Microsoft Applications, Real Estate Investor, Mortgage Modification, Bookkeeping, Wordperfect, Microsoft Excel, Property Management, Real Estate, Finance, Management, Brokerage, Outlook, Due Diligence
Education
Kovatz Real Estate School 2006 — 2006
Licensed in Real Estate, Real Estate
New Jersey City University 1984 — 1986
Accounting and Business/Management
CVS Caremark Corporation Lost MitigationFranklin Credit ManagementMarch 2006 - April 2008
Pershing, a BNY Mellon company March 1986 - November 2001
Skills
Research, Customer Service..., Customer Service..., Business Brokerage, Microsoft Applications, Real Estate Investor, Mortgage Modification, Bookkeeping, Wordperfect, Microsoft Excel, Property Management, Real Estate, Finance, Management, Brokerage, Outlook, Due Diligence
Education
Kovatz Real Estate School 2006 — 2006
Licensed in Real Estate, Real Estate
New Jersey City University 1984 — 1986
Accounting and Business/Management
Ann Marie Collins's Pershing, a BNY Mellon company Experience June 2005 - February 2009
Job Experienced Market Data Professional
Industry Financial Services
Experience
Franklin Templeton Investments April 2010 - April 2013
General Motors Asset Management April 2009 - December 2009
Pershing, a BNY Mellon company June 2005 - February 2009
Fidelity Investments May 1998 - February 2005
Interactive Data June 1993 - October 1997
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Strategic Sourcing, Product Management -..., Market Data
Education
Northeastern University
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire
Bachelor's degree
Franklin Templeton Investments April 2010 - April 2013
General Motors Asset Management April 2009 - December 2009
Pershing, a BNY Mellon company June 2005 - February 2009
Fidelity Investments May 1998 - February 2005
Interactive Data June 1993 - October 1997
Skills
Project Management, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Vendor Management, Strategic Sourcing, Product Management -..., Market Data
Education
Northeastern University
Master of Business Administration (MBA), Business Administration and Management, General
University of New Hampshire
Bachelor's degree
Birju Modi's Pershing, a BNY Mellon company Experience January 1999 - May 2007
Job Senior Network Security Engineer at Interpublic Group
Industry Marketing and Advertising
Experience
IPG 2008 - Present
Interpublic Group June 2007 - Present
IPG 2007 - 2014
Pershing, a BNY Mellon company January 1999 - May 2007
Skills
Firewalls, Disaster Recovery, Active Directory, Network Security, VPN, DNS, Data Center, Security, VMware, Windows Server, Cisco Technologies, Virtualization, Information Security, Microsoft Exchange, IT Management
Education
New Jersey Institute of Technology 1994 — 2000
Computer Engineering
IPG 2008 - Present
Interpublic Group June 2007 - Present
IPG 2007 - 2014
Pershing, a BNY Mellon company January 1999 - May 2007
Skills
Firewalls, Disaster Recovery, Active Directory, Network Security, VPN, DNS, Data Center, Security, VMware, Windows Server, Cisco Technologies, Virtualization, Information Security, Microsoft Exchange, IT Management
Education
New Jersey Institute of Technology 1994 — 2000
Computer Engineering
Todd Travia's Pershing, a BNY Mellon company Experience 1991 - 1998
Job Executive Director , Sales at J.P.Morgan Clearing Corp
Industry Financial Services
Experience
J.P.Morgan Clearing Corp 1998 - Present
J.P. Morgan May 1998 - Present
Bear Stearns Securities Corp. May 1998 - 2008
Pershing, a BNY Mellon company 1991 - 1998
Skills
Equities, Fixed Income, Hedge Funds, Investment Banking, Securities, Asset Management, Series 7, Investments, Prime Brokerage
Education
doane academy
The Peddie School 1981 — 1985
Ohio Wesleyan University 1986 — 1989
J.P.Morgan Clearing Corp 1998 - Present
J.P. Morgan May 1998 - Present
Bear Stearns Securities Corp. May 1998 - 2008
Pershing, a BNY Mellon company 1991 - 1998
Skills
Equities, Fixed Income, Hedge Funds, Investment Banking, Securities, Asset Management, Series 7, Investments, Prime Brokerage
Education
doane academy
The Peddie School 1981 — 1985
Ohio Wesleyan University 1986 — 1989
Sean Halayko's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Account Manager Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
Apex Clearing Corporation August 2012 - April 2014
Penson Financial Services June 2010 - August 2012
Ridge Clearing & Outsourcing Solutions September 2009 - June 2010
Education
Monmouth University 2005 — 2009
BS, Business Administration/Finance
FINRA Series 7, 63
Pershing, a BNY Mellon company April 2014 - Present
Apex Clearing Corporation August 2012 - April 2014
Penson Financial Services June 2010 - August 2012
Ridge Clearing & Outsourcing Solutions September 2009 - June 2010
Education
Monmouth University 2005 — 2009
BS, Business Administration/Finance
FINRA Series 7, 63
Ronak Ghariwala's Pershing, a BNY Mellon company Experience October 2004 - April 2013
Job Programmer Analyst at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield August 2013 - Present
JPMorgan Chase April 2013 - August 2013
Pershing, a BNY Mellon company October 2004 - April 2013
ASCAP August 2002 - October 2004
Skills
Visual Basic, Visual Studio, VB.NET, XML, Microsoft SQL Server, PL/SQL, Crystal Reports
Education
NJIT 1999 — 2001
Bachelor of Science (BS), Computer Science
IPCL school
Cushman & Wakefield August 2013 - Present
JPMorgan Chase April 2013 - August 2013
Pershing, a BNY Mellon company October 2004 - April 2013
ASCAP August 2002 - October 2004
Skills
Visual Basic, Visual Studio, VB.NET, XML, Microsoft SQL Server, PL/SQL, Crystal Reports
Education
NJIT 1999 — 2001
Bachelor of Science (BS), Computer Science
IPCL school
Christopher Tedesco's Pershing, a BNY Mellon company Experience 1997 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company 1997 - 2010
Dean Witter May 1992 - March 1997
Skills
Customer Service, Data Entry, Internet, Lotus Notes, Microsoft Excel, Microsoft Word, Windows
Education
Acel Training 2012 — 2012
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor's degree, Music
Pershing, a BNY Mellon company 1997 - 2010
Dean Witter May 1992 - March 1997
Skills
Customer Service, Data Entry, Internet, Lotus Notes, Microsoft Excel, Microsoft Word, Windows
Education
Acel Training 2012 — 2012
Long Island University, C.W. Post Campus 1988 — 1992
Bachelor's degree, Music
Fabricio Cruz's Pershing, a BNY Mellon company Experience August 2006 - September 2014
Job Supervisor Customer Service at Royal Alliance
Industry Financial Services
Experience
Royal Alliance Associates INC September 2014 - Present
Pershing, a BNY Mellon company August 2006 - September 2014
Merrill Lynch June 2000 - August 2006
Skills
Series 7, Financial Services, Wealth Management, Alternative Investments, Due Diligence, Securities, Series 63, Equities, Asset Management, Hedge Funds, Financial Markets, Microsoft Office, Mutual Funds, Risk Management, Portfolio Management
Education
Saint Peters College 2010 — 2012
Master of Business Administration (M.B.A.), International Business
New Jersey City University 2003 — 2008
Bachelor's degree, Education
Royal Alliance Associates INC September 2014 - Present
Pershing, a BNY Mellon company August 2006 - September 2014
Merrill Lynch June 2000 - August 2006
Skills
Series 7, Financial Services, Wealth Management, Alternative Investments, Due Diligence, Securities, Series 63, Equities, Asset Management, Hedge Funds, Financial Markets, Microsoft Office, Mutual Funds, Risk Management, Portfolio Management
Education
Saint Peters College 2010 — 2012
Master of Business Administration (M.B.A.), International Business
New Jersey City University 2003 — 2008
Bachelor's degree, Education
Jerry Renda's Pershing, a BNY Mellon company Experience 1987 - 2003
Job cain
Industry Music
Experience
Self-employed 2003 - Present
Pershing, a BNY Mellon company 1987 - 2003
Education
Manhattan College 1966 — 1969
Bachelor’s Degree, English Language and Literature/Letters
Brooklyn Prep
Self-employed 2003 - Present
Pershing, a BNY Mellon company 1987 - 2003
Education
Manhattan College 1966 — 1969
Bachelor’s Degree, English Language and Literature/Letters
Brooklyn Prep
Vydanez Balanzat's Pershing, a BNY Mellon company Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Pole Position Raceway January 2014 - Present
Pershing, a BNY Mellon company 2012 - 2013
Education
New Jersey City University
Pole Position Raceway January 2014 - Present
Pershing, a BNY Mellon company 2012 - 2013
Education
New Jersey City University
Marek Bednarczyk's Pershing, a BNY Mellon company Experience March 2005 - June 2007
Job Settlements Analyst at Barclays
Industry Financial Services
Experience
Barclays April 2010 - Present
E*TRADE Financial June 2007 - April 2010
Pershing, a BNY Mellon company March 2005 - June 2007
Skills
Series 7, Series 63, Series 24, Settlement, Middle Office, Equities
Education
New Jersey City University 2000 — 2004
Bachelor's degree, Finance, General
Barclays April 2010 - Present
E*TRADE Financial June 2007 - April 2010
Pershing, a BNY Mellon company March 2005 - June 2007
Skills
Series 7, Series 63, Series 24, Settlement, Middle Office, Equities
Education
New Jersey City University 2000 — 2004
Bachelor's degree, Finance, General
MICHAEL SLADE's Pershing, a BNY Mellon company Experience 2005 - Present
Job Assistant Vice President, Operations Reconciliation Managed Investments Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company 2005 - Present
PFPC August 2004 - March 2005
Pershing Managed Account Solutions, formerly Lockwood Financial September 1997 - July 2004
Skills
Financial Services, portfolio accounting, Securities, Financial Analysis, Back Office, Operational Risk, Mutual Funds, Equities, Fixed Income, Risk Management, Finance, Process Improvement, Business Process..., Account Reconciliation, Corporate Actions, Management
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), History and Economics
Pershing, a BNY Mellon company 2005 - Present
PFPC August 2004 - March 2005
Pershing Managed Account Solutions, formerly Lockwood Financial September 1997 - July 2004
Skills
Financial Services, portfolio accounting, Securities, Financial Analysis, Back Office, Operational Risk, Mutual Funds, Equities, Fixed Income, Risk Management, Finance, Process Improvement, Business Process..., Account Reconciliation, Corporate Actions, Management
Education
Muhlenberg College 1991 — 1995
Bachelor of Arts (BA), History and Economics
Patrick Yuen's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Systems Development Intern at Mizuho Capital Markets Corp.
Industry Computer Software
Experience
Mizuho Capital Markets Corp. June 2015 - Present
New York University September 2013 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
NYU Stern School of Business September 2013 - May 2014
Winlab, Rutgers University June 2012 - August 2012
Skills
Web Development, Computer Science, Research
Education
New York University 2013 — 2016
Mizuho Capital Markets Corp. June 2015 - Present
New York University September 2013 - Present
Pershing, a BNY Mellon company June 2014 - August 2014
NYU Stern School of Business September 2013 - May 2014
Winlab, Rutgers University June 2012 - August 2012
Skills
Web Development, Computer Science, Research
Education
New York University 2013 — 2016
Syed Zaki's Pershing, a BNY Mellon company Experience 1999 - 2010
Job
Industry Financial Services
Experience
Pershing, a BNY Mellon company 1999 - 2010
Skills
Financial Analysis, Financial Reporting, Operations Management, Cash Management, Microsoft Office, Data Entry, Journal Entries, Bank Reconciliation, Investment Banking, Financial Accounting, Account Reconciliation, Customer Service, Software Quality...
Education
New Jersey City University 2001 — 2006
Bachelor of Science (BS), Finance, General
Pershing, a BNY Mellon company 1999 - 2010
Skills
Financial Analysis, Financial Reporting, Operations Management, Cash Management, Microsoft Office, Data Entry, Journal Entries, Bank Reconciliation, Investment Banking, Financial Accounting, Account Reconciliation, Customer Service, Software Quality...
Education
New Jersey City University 2001 — 2006
Bachelor of Science (BS), Finance, General
Danielle Hofstetter's Pershing, a BNY Mellon company Experience March 2006 - March 2012
Job Paralegal at Buchanan Ingersoll & Rooney PC
Industry Law Practice
Experience
Buchanan Ingersoll & Rooney PC January 2014 - Present
BAYADA Home Health Care March 2012 - December 2013
Pershing, a BNY Mellon company March 2006 - March 2012
Education
University of Phoenix 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Montclair State University 2002 — 2008
Bachelor's degree, Justice Studies
Buchanan Ingersoll & Rooney PC January 2014 - Present
BAYADA Home Health Care March 2012 - December 2013
Pershing, a BNY Mellon company March 2006 - March 2012
Education
University of Phoenix 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Montclair State University 2002 — 2008
Bachelor's degree, Justice Studies
Jeffrey Caruso's Pershing, a BNY Mellon company Experience June 2011 - Present
Job Vice President, Managed Investments at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2011 - Present
Skills
Mutual Funds, Series 7, Investments, Financial Services, Management, Portfolio Management, Securities, Wealth Management, Finance, Series 63
Education
New Jersey City University 1992 — 1995
Bachelor's Degree, Marketing
Pershing, a BNY Mellon company June 2011 - Present
Skills
Mutual Funds, Series 7, Investments, Financial Services, Management, Portfolio Management, Securities, Wealth Management, Finance, Series 63
Education
New Jersey City University 1992 — 1995
Bachelor's Degree, Marketing