Pershing, a BNY Mellon company

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Pershing, a BNY Mellon company Employees

Employee
Years
Job
Industry
Dipen Patel Dipen Patel Princeton Junction, New Jersey Details
Dipen Patel's Pershing, a BNY Mellon company Experience August 2005 - July 2006
Job IT Lead at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson  September 2014 - Present
Navigant Consulting Inc  April 2013 - August 2014
Cetera Financial Group  July 2006 - March 2013
Pershing, a BNY Mellon company   August 2005 - July 2006
Research & Education Association, Inc.   August 2001 - August 2005

Skills
Excel, Process Improvement, Change Management, Requirements Analysis, SQL, Microsoft Office, PowerPoint, Access, HTML, Integration, Data Analysis, SDLC, Business Analysis, Market Research, Analysis, Problem Solving, Customer Service, Word, Team Building, Research, Competitive Analysis, Project Management, MS Project, Visio, Crystal Reports, Citrix Metaframe, Toad, CSS, Cost Benefit, Disaster Recovery, Program Management, Management, Testing, Microsoft Word, Microsoft Excel, Business Process...

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2012
MBA, Fully Employed Program

Rutgers, The State University of New Jersey-New Brunswick   2001 — 2003
Bachelor of Science (BS), Computer Science

Paulina Luczaj Paulina Luczaj Greater New York City Area Details
Paulina Luczaj's Pershing, a BNY Mellon company Experience October 2010 - June 2011
Job Graduate Assistant at Seton Hall University
Industry Mental Health Care
Experience
Seton Hall University  July 2015 - Present
Massage Envy Spa  February 2015 - Present
Seton Hall University  August 2011 - Present
Dish Network  July 2008 - Present
Seton Hall University  January 2013 - May 2015
Massage Envy Spa  July 2014 - January 2015
180 Turning Lives Around, Inc.   August 2013 - December 2013
Pershing, a BNY Mellon company   October 2010 - June 2011

Skills
Psychology, Group Therapy, Psychotherapy, Career Counseling, Case Management, Research, Crisis Intervention, Conflict Resolution, Mental Health, Time Management, Teamwork, Customer Service, Public Speaking, Event Planning

Education
Seton Hall University   2015 — 2017
Master of Arts (MA), Psychology

Seton Hall University   2011 — 2015
Bachelor of Arts (B.A.), Psychology Honors

Hanover Park High School   2007 — 2011
High School Diploma

Denise Guillen Denise Guillen Greater New York City Area Details
Denise Guillen's Pershing, a BNY Mellon company Experience September 2005 - June 2006
Job Staff Accountant at Related Companies
Industry Accounting
Experience
Related Companies  September 2013 - Present
Galaxy Towers Condominium Association   October 2011 - September 2013
Fogelgaren, Forman and Bergman LLP   June 2011 - October 2011
Pershing, a BNY Mellon company   September 2005 - June 2006

Skills
Well-organized, Accounts Receivable, Spanish, Highly detail oriented, Goal Oriented, Team-oriented, Highly motivated..., Account Reconciliation, Accounting, Financial Statements, Economics, General Ledger, Cash Flow, Microsoft Excel, Bank Reconciliation, Payments, Bookkeeping, Cash Receipts, Real Estate, Financial Accounting, Journal Entries, JD Edwards, Data Entry, Outlook, Yardi, Accounting Applications

Education
Rutgers, The State University of New Jersey-New Brunswick   2006 — 2010
Bachelor's degree, Economics

Smit Vadvala Smit Vadvala Lake Mary, Florida Details
Smit Vadvala's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Student at Seminole State College of Florida
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 2014 - August 2014
Rodeway Inn FLL  January 2013 - March 2013

Skills
Technical Analysis, Portfolio Management, Asset Management, Risk Management, Investment Banking, Corporate Finance, Financial Analysis, Trading Strategies, Equity Research, Financial Markets, Capital Markets, Equities, Derivatives, Mutual Funds, Commodities, Currency, Trading, Trading Systems, Investments, Hedging, Hedge Funds, Securities, Fixed Income, Futures Trading, option, Industry Analysis, Valuation, Leadership, Customer Service, Time Management, Advertising, Budget Monitoring, Social Media Marketing, Public Relations, Equity Valuation, Commodity

Education
Seminole State College of Florida   2014 — 2015
Bachelor of Science in Business and Information Management (B.S.B.I.M.), Finance and Financial Management Services, 3.75

Seminole State College of Florida   2012 — 2013
Associate of Arts (A.A.), Business Administration and Management, General, 3.75

Som Lalit Institute Of Computer Application- Gujarat University   2010 — 2011
Bachelor of Computer Applications, 3.87 GPA

HBK High School   2008 — 2010
HSC, Commerce

Mahendra Kanayilal Secondary School
SSC

Bianca Bermudez Bianca Bermudez Orlando, Florida Area Details
Bianca Bermudez's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Accounting Student at the University of Central Florida
Industry Accounting
Experience
My Gym Children's Fitness Center of Lake Mary  May 2013 - Present
Pershing, a BNY Mellon company   June 2014 - August 2014
Rebounderz Franchise and Development, Inc.   June 2012 - May 2013
Rebounderz of Longwood   March 2010 - July 2012

Skills
QuickBooks, Microsoft Excel, Accounting, Invoicing, Bookkeeping, Leadership, Bank Reconciliation, Payroll, Microsoft Word, Access, Highly detail oriented, Outlook, Spanish-English, Account Management, Organizational..., Microsoft Applications, Customer Service, Intellectually Curious, General Ledger, Interpersonal Skill, Self-starter, Learning Quickly, Problem Solving, First Aid, Cpr Certified, EMT, Microsoft Office, PowerPoint

Education
University of Central Florida   2014 — 2016
BSBA, Accounting

Seminole State College of Florida   2012 — 2014
Associate of Arts (A.A.), Accounting, Summa Cum Laude

Seminole State College of Florida   2012 — 2014
Certificate, Financial Operations Specialist, Summa Cum Laude

Seminole State College of Florida   2012 — 2012
Certificate, Emergency Medical Technician, Summa Cum Laude

Brooks Marston Brooks Marston Boston, Massachusetts Details
Brooks Marston's Pershing, a BNY Mellon company Experience September 2000 - December 2013
Job BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management  January 2014 - Present
Pershing, a BNY Mellon company   September 2000 - December 2013
Fidelity Investments  March 1998 - March 2000
Donaldson, Lufkin & Jenrette   1993 - 1998

Skills
Series 7, Securities, Investments, Financial Services, Mutual Funds, Series 63, Management, FINRA, Portfolio Management, Asset Management, Fixed Income, Equities, Risk Management, Sales, Trading, Wealth Management, Account Management, Banking, Business Analysis, New Business Development, Business Strategy, Investment Management, Distribution Strategies, Public Speaking

Education
Quinnipiac University - School of Business   1981 — 1985
International Business

Eiline M. Martinez Eiline M. Martinez Jersey City, New Jersey Details
Eiline M. Martinez's Pershing, a BNY Mellon company Experience June 2008 - Present
Job Credit Risk Management Vice President at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 2008 - Present
Pershing, a BNY Mellon company   September 2006 - May 2008
Pershing, a BNY Mellon company   September 2002 - August 2006

Skills
Series 7, Series 63, Series 24, Credit Risk, Enterprise Risk..., Risk Management, Business Analysis, Financial Analysis, Project Management, Automation, Disaster Recovery, Microsoft Office, Analysis, Securities, Credit, Trading, Trading Systems, Financial Risk, Financial Services, Equities, Auditing, Fixed Income, Hedge Funds, FINRA

Education
St. Peter's College   2007 — 2010
Master of Business Administration (M.B.A.), Risk Management

St. Peter's College   2007 — 2010
Master of Science (M.S.), Accountancy

St. Peter's College   2003 — 2007
Bachelor of Science (B.S.), International Business

Matthew Trapp Matthew Trapp Orlando, Florida Area Details
Matthew Trapp's Pershing, a BNY Mellon company Experience April 2013 - August 2013
Job Product Manager at Frontline Technology Solutions
Industry Consumer Services
Experience
Frontline Technology Solutions  March 2015 - Present
UsableMotion   September 2013 - Present
Pershing, a BNY Mellon company   April 2013 - August 2013
New York Stock Exchange  2007 - March 2013
Archipelago  January 2004 - June 2007
GlobeNet Capital Corporation   January 1999 - January 2004
Rissman, Barrett, Hurt, Donahue & McLain, P.A.   January 1997 - January 1999

Skills
Integration, Business Analysis, Microsoft SQL Server, Market Data, Trading Systems, SDLC, XML, User Interface Design, Project Management, Electronic Trading, Financial Services, Enterprise Architecture, Product Management, Start-ups, IT Strategy, User Acceptance Testing, Customer Experience, Agile Methodologies, Vendor Management, User Experience, User-centered Design, Requirements Analysis, Business Strategy, SQL, Equities, Analytics, Business Intelligence, ux, Human Machine Interface, HCI, Human Computer..., Information Architecture, Card Sorting, Wireframes, Persona, Task Analysis, Software Reuse, User Experience Testing, User Interface..., Expert Communicator

Education
Rollins College   2007 — 2008
MBA, Entrepreneurship

Rollins College - Crummer Graduate School of Business   2007 — 2008
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Trinity

Rebecca Nolan Rebecca Nolan Phoenix, Arizona Area Details
Rebecca Nolan's Pershing, a BNY Mellon company Experience 1997 - 1999
Job Government Administration Professional
Industry Government Administration
Experience
Arizona Department of Corrections  2005 - 2007
First National Bank of Arizona  2004 - 2005
Wells Fargo Home Mortgage  2002 - 2005
UBS  1999 - 2002
Pershing, a BNY Mellon company   1997 - 1999
The Nishi-Nippon Bank, Ltd.   January 1997 - December 1997
JB Oxford  May 1996 - December 1996

Skills
Auditing, Budget Process, Compliance, Financial Statements, Forecasting, Project Management, Report Writing, Risk Management, State Government, Structured Analysis, Financial Analysis, Financial Services

Education
Salve Regina University   1995 — 1996
Graduate Studies, International Relations and Economics

Rutgers University-New Brunswick   1993 — 1995
Bachelor of Arts (BA), Economics and Political Science

Osinachi Onukogu Osinachi Onukogu Greater New York City Area Details
Osinachi Onukogu's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Recruitment Assistant at Pershing, a BNY Mellon company
Industry Higher Education
Experience
Pershing, a BNY Mellon company   April 2015 - Present
Rutgers University  January 2014 - June 2014
Hayward Pool Products  March 2011 - December 2013
Rutgers University Dean of Students   September 2012 - May 2013
Rutgers University Student Life  May 2011 - August 2012

Skills
PowerPoint, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Microsoft Excel, Research, Community Outreach, Social Media, Social Networking, Customer Service, Facebook, Leadership, Higher Education, Nonprofits, SPSS, Fundraising, Time Management, Outlook, Student Affairs, Interviews, Data Analysis, Leadership Development, Training, Human Resources, Management, Coaching, Teaching

Education
Rutgers, The State University of New Jersey-New Brunswick   2012 — 2013
Master of Arts (M.A.), Labor Studies

Rutgers, The State University of New Jersey-New Brunswick   2008 — 2012
Bachelors of Arts, Labor Studies, Political science, and Women and Gender studies

Jody Ackerman Jody Ackerman United States Details
Jody Ackerman's Pershing, a BNY Mellon company Experience August 2004 - Present
Job Vice President
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2004 - Present
Merrill Lynch  January 2000 - August 2004
Salomon Smith Barney  June 1997 - February 2000
H J Meyers   September 1993 - February 1996
Prudential Financial  October 1992 - September 1993

Skills
PowerPoint, Research, Teaching, Photoshop, Public Speaking, Operational Process..., Financial Services, Mutual Funds, Series 7, Securities

Education
Saint Leo University   1988 — 1992
Business Administration and Management, General

Dionne Campbell Dionne Campbell Orlando, Florida Area Details
Dionne Campbell's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Customer Processing Associate
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2014 - Present
SunTrust Bank  January 2009 - August 2013
Tetas Real Island Cuisine   January 2007 - January 2009
Connextions  January 2005 - July 2007

Skills
Fraud, Financial Risk, Banking, AML, Private Investigations, Investigation, Risk Management, Anti Money Laundering, Financial Services, Asset Management, Process Improvement, Debit Cards, Fraud Analysis, KYC, Credit Cards, Internal Investigations, Risk Assessment, Regulatory Compliance, Credit, Protection, Call Centers, Sales, Program Management, Customer Service, Finance, Management, Problem Solving, Business Analysis, AMLS, US Patriot Act, Bank Secrecy Act, Asset Protection, Credit Card Transaction..., Transaction Processing, Financial Transactions, OFAC, Investment Banking, Money Transfers, FDR, Retail Banking, Claims Management, Claims Investigations, Teamwork, Coaching, Communication, Time Management, CRM, Policy, Team Building, Social Media

Education
Seminole State College of Florida   2015 — 2017
Bachelor's degree, Finance, General

Bryan University   2013 — 2015
Exercise Science, exercise science and personal training

Valencia College   2002 — 2004
Computer and Information Sciences, General

Ross Brown Ross Brown Jersey City, New Jersey Details
Ross Brown's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Vice President, Business Development Retirement Plan Network at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2015 - Present
Verisight, Inc  March 2014 - May 2015
ExpertPlan  October 2000 - January 2014
CitiStreet  March 1999 - October 2000
Merrill Lynch  August 1997 - March 1999

Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning

Education
Rutgers, The State University of New Jersey-Camden   2011 — 2013
Master of Business Administration (M.B.A.)

Rutgers, The State University of New Jersey-New Brunswick   1994 — 1997
B.A. Communications

University of Cincinnati

East Brunswick

Leo Esterlis Leo Esterlis Exton, Pennsylvania Details
Leo Esterlis's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Lead Data Analyst at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2015 - Present
Bank of America/Merrill Lynch Electronic Trading Technology   June 2010 - October 2014
QVC  June 2008 - August 2009
Wawa, Inc.   June 2005 - September 2008
QVC  May 2007 - August 2008

Skills
Java, Eclipse, Unix, Project Management, Cognos, Oracle SQL, Electronic Trading, Autosys, Tableau, StreamBase, KDB+, DDLC, SDLC, Agile Methodologies

Education
Penn State University   2008 — 2010
Bachelor's degree, Information Sciences and Technology

Temple University   2007 — 2008

Chad John Chad John Greater New York City Area Details
Chad John's Pershing, a BNY Mellon company Experience August 2014 - Present
Job Account Manager II at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2014 - Present
Moody's  May 2008 - August 2014
Moody's Investors Service  February 2007 - May 2008
Moody's Investors Service  2004 - 2007

Education
Sacred Heart University   2000 — 2004
Computer Science

James Falciano James Falciano New York, New York Details
James Falciano's Pershing, a BNY Mellon company Experience June 2009 - August 2009
Job Maitre'D at Nobu New York
Industry Restaurants
Experience
Nobu Restaurant  August 2013 - Present
Club Monaco  April 2013 - August 2013
Macy's  April 2012 - March 2013
VOGT GALLERY   February 2012 - May 2012
Pershing, a BNY Mellon company   June 2009 - August 2009

Skills
Technical Representation, Typography, Graphic Design, Logo Design, Photoshop, Oil Painting, Fine Art, Visual Arts, Illustration, Architectural..., Retail Sales, People-oriented, Charismatic Leadership, Art History, Architectural History, Writing, Literature, Photography, Portrait Painting, Landscape Painting, Customer Service, General Public, Communication Skills, Open Minded, Passion for Helping..., Catalog Layout, Poster Presentations, Answering Phones, Phone Etiquette, Well-organized, Fashion Illustration, Fashion History, Photo Realistic..., Medieval History, Creative Writing, Social Networking, Microsoft Word, Microsoft Office, PowerPoint

Education
Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
Bachelor of Fine Arts (B.F.A.), Painting

Dave Passmore Jr Dave Passmore Jr Portland, Oregon Area Details
Dave Passmore Jr's Pershing, a BNY Mellon company Experience September 2007 - December 2007
Job Web Designer & Developer
Industry Design
Experience
Below the Line   February 2015 - Present
Nike  October 2008 - April 2011
Pershing, a BNY Mellon company   September 2007 - December 2007
Aerosoles  September 2003 - March 2005

Skills
Graphic Design, Web Design, InDesign, Video Editing, Digital Photography, Sales, Audio Engineering, Retail, Photoshop, Illustrator, Social Media Marketing, Microsoft Office, Social Media, Customer Service, Marketing, PowerPoint, Creative Direction, Digital Marketing, Illustration, Microsoft Word, Marketing Strategy, Microsoft Excel

Education
Portland Community College   2011 — 2014
Associate of Arts and Sciences (AAS), Web Page, Digital/Multimedia and Information Resources Design

Ramapo Senior High School   2000 — 2003

Devangi Patel Devangi Patel Jersey City, New Jersey Details
Devangi Patel's Pershing, a BNY Mellon company Experience October 2009 - June 2010
Job Procurement Coordinator at Unilever
Industry Marketing and Advertising
Experience
Unilever  April 2015 - Present
Viacom  June 2014 - September 2014
FBLA-PBL  June 2013 - June 2014
Subway  January 2013 - May 2014
Pershing, a BNY Mellon company   October 2009 - June 2010

Skills
Team Leadership, Customer Service, Treasury Management, Fundraising, Communication, Community Outreach, Microsoft Office, Microsoft Excel, Event Management, Public Relations, Microsoft Word, PowerPoint, Teamwork, Social Networking, Time Management, Public Speaking

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2014

Susan Probasco Susan Probasco Greater New York City Area Details
Susan Probasco's Pershing, a BNY Mellon company Experience December 2009 - April 2011
Job Change Management | Communications | Training Consultant
Industry Management Consulting
Experience
Change Management  2014 - Present
Write Source   September 1990 - Present
Fragomen, Del Rey, Bernsen & Loewy   August 2014 - November 2014
Bristol-Myers Squibb  June 2013 - February 2014
BNY Mellon  December 2012 - April 2013
BNY Mellon  June 2012 - December 2012
Pershing, a BNY Mellon company   December 2009 - April 2011
Dow Chemical (formerly Rohm and Haas)   2004 - 2008
Bristol-Myers Squibb, Princeton, New Jersey   2000 - 2004
Capgemini  1998 - 2000

Skills
E-Learning, Instructional Design, Software Documentation, Process Improvement, Learning Management, Change Management, Human Resources, Employee Training, Program Management, Needs Analysis, Project Planning, eLearning, Documentation, Writing, Captivate, Content Development, Blended Learning, Knowledge Management, Curriculum Design, Distance Learning, Online Training, Corporate Communications, Technical Writing, Change Management..., Culture Change, Large Scale Change..., HR Transformation, Training, Training Delivery, Instructor-led Training, leadership training

Education
Rutgers University-New Brunswick

New York Institute of Finance

Rutgers, The State University of New Jersey-New Brunswick
B.A.

Frank J Rentas, CISA Frank J Rentas, CISA Greater New York City Area Details
Frank J Rentas, CISA's Pershing, a BNY Mellon company Experience May 2008 - September 2008
Job IT Internal Auditor at Verisk Analytics
Industry Information Technology and Services
Experience
Verisk Analytics  July 2014 - Present
Citi  October 2011 - July 2014
BNY Mellon  May 2009 - September 2009
Pershing, a BNY Mellon company   May 2008 - September 2008
Pershing, a BNY Mellon company   May 2007 - September 2007

Skills
Information Security, Business Analysis, Disaster Recovery, Risk Management, Information Security..., SharePoint, Process Improvement, Business Continuity, Vendor Management, IT Audit, Data Analysis, Data Loss Protection, Microsoft Office, Microsoft Excel, Risk Analysis, Standards Compliance, IT Strategy, Financial Risk, Governance, Security, Internal Audit, Information Technology, IT Management, Enterprise Risk..., SDLC, Project Management

Education
Rutgers Business School   2006 — 2011
Bachelors, Business Management

Rutgers Business School   2006 — 2011
Bachelor of Science (B.S.), Business Management

Frantz Demorcy Frantz Demorcy Greater Philadelphia Area Details
Frantz Demorcy's Pershing, a BNY Mellon company Experience October 2008 - August 2012
Job B.S. Finance
Industry Financial Services
Experience
State Street  October 2014 - Present
Pershing, a BNY Mellon company   October 2008 - August 2012

Skills
Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Finance, Financial Markets, Settlement

Education
Rutgers University – Camden   2011 — 2014
Bachelor's Degree, Finance, General

Camille Trongone Camille Trongone Greater Philadelphia Area Details
Camille Trongone's Pershing, a BNY Mellon company Experience May 2012 - August 2012
Job Graduate Assistant at Saint Joseph's University
Industry Higher Education
Experience
Saint Joseph's University  January 2014 - Present
Saint Joseph's University  January 2013 - August 2013
Pershing, a BNY Mellon company   May 2012 - August 2012

Skills
Customer Service, Salesforce, Social Media, Research, Facebook, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, Twitter, YouTube

Education
Saint Joseph's University   2013 — 2015
Master of Business Administration (MBA), Marketing

Saint Joseph's University   2009 — 2013
Bachelor of Science (B.S.), Marketing

John Cabot University   2011 — 2011
Semester Abroad

Union Catholic Regional High School   2005 — 2009

Diane Ferrera Diane Ferrera Greater New York City Area Details
Diane Ferrera's Pershing, a BNY Mellon company Experience March 2005 - October 2005
Job Accountant/Bookkeeper (Consultant) at Kimberlite Group, LLC
Industry Financial Services
Experience
Real Estate  January 2011 - November 2014
Millennium consultants Inc. (Consultant)   February 2014 - June 2014
Fidelity Investments  May 2010 - November 2010
ABN- AMRO  November 2005 - November 2009
Pershing, a BNY Mellon company   March 2005 - October 2005
Herzog, Heine Geduld inc.   January 1989 - February 2003
Merrill Lynch, Inc  March 1988 - December 1988

Skills
Financial Accounting, Financial Reporting, Financial Audits, Regulatory Analysis, Regulatory Capital, Regulatory Filings, Investment Brokerage, Month End Close, Account Reconciliation, Bank Reconciliation, P&L Analysis, Balance Sheet Review, Financial Statements, Tax, General Ledger, Cash Management, Bookkeeping, Analysis, Journal Entries, Sarbanes-Oxley Act, Variance Analysis, Accounting, Financial Analysis

Education
Saint John's University
BS, Accounting

Rudra Loka Rudra Loka Greater New York City Area Details
Rudra Loka's Pershing, a BNY Mellon company Experience October 2010 - June 2011
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry Human Resources
Experience
Pershing, a BNY Mellon company   October 2010 - June 2011

Skills
Recruiting, Employee Relations, Human Resources, Talent Acquisition, Microsoft Office, Interviews, Leadership, Social Networking, Talent Management, Social Media, HRIS, Research, Employee Engagement, Personnel Management, Performance Management, HR Policies, Public Speaking, Onboarding, Teamwork, Organizational..., Time Management, Management, Hiring, Training, Event Planning, PowerPoint, Microsoft Excel, Outlook

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2015
Bachelor of Science in Human Resources Management/Personnel Administration, General, Major GPA 3.57

Jessica Bloodworth Perdomo Jessica Bloodworth Perdomo Greater New York City Area Details
Jessica Bloodworth Perdomo's Pershing, a BNY Mellon company Experience June 2015 - Present
Job Vice President Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 2015 - Present
Park Avenue Securities  December 2014 - June 2015
Morgan Stanley Investment Management  March 2005 - April 2013
AllianceBernstein  October 1995 - March 2005

Skills
Mutual Funds, Operations Management, Process Improvement, Management Reporting, Contract Negotiation, Mergers & Acquisitions, Conversions, Fund Launches, Services Management, Client Relations Skills, Insurance and Bank..., Contract Development, Goal Oriented, Sales Reporting, Employee Training, Financial Audits, Risk Management, Global Regulatory..., Customer Service, Employee Performance..., Team Management, Transfer Agency, Institutional, Retail Funds, Liquidity Funds, Due Diligence, Fixed Income, Equities, Management, Banking, Leadership, Budgets

Education
Ramapo College of New Jersey   1991 — 1995
BS, Business Administration

Christopher John McNamara Christopher John McNamara Lincroft, New Jersey Details
Christopher John McNamara's Pershing, a BNY Mellon company Experience April 2013 - Present
Job Student at Saint Joseph's University
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2013 - Present
Pershing, a BNY Mellon company   June 2012 - September 2012
Great Atlantic Graphics Inc.   June 2011 - September 2011

Skills
Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Business Analysis, Bloomberg Terminal

Education
Saint Joseph's University   2009 — 2013

Christian Brothers Academy   2005 — 2009

Edward Fong Edward Fong Greater New York City Area Details
Edward Fong's Pershing, a BNY Mellon company Experience 2004 - 2005
Job Director of Procurement at Boxed Wholesale
Industry Computer Software
Experience
Boxed Wholesale  January 2014 - Present
Zynga  August 2011 - June 2013
Astro Ape Studios, LLC   January 2011 - August 2011
JP Morgan Chase  January 2009 - June 2011
Summit Mortgage Bankers,Inc.   2006 - 2008
M3 Realty   2006 - 2008
Pershing, a BNY Mellon company   2004 - 2005

Skills
Start-ups, Mobile Devices, Video Games, Market Research, Procurement, Financial Modeling, Microsoft Office, Analytics, Game Development, Mobile Applications, Purchasing, Data Analysis, Vendor Relationship..., Supply Chain Management, Food & Beverage, Consumer Package Goods, Microsoft Excel, Mobile Games, E-commerce, Financial Analysis, PowerPoint, User Experience, Customer Service, Project Management, Product Management, Photoshop, Analysis, Game Design, Entrepreneurship, iPhone, Monetization, Social Games, Risk Management, Investments, Business Analysis, Competitive Analysis, Financial Services, Banking, Marketing Strategy, Product Development, Social Media Marketing, Social Networking, Sales, Negotiation, Strategy

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Economics

Karan Desai Karan Desai Greater New York City Area Details
Karan Desai's Pershing, a BNY Mellon company Experience October 2012 - June 2015
Job Data Scientist at Bloomberg
Industry Financial Services
Experience
Bloomberg LP  June 2015 - Present
Pershing, a BNY Mellon company   October 2012 - June 2015
AT&T  August 2011 - October 2012
Pershing  June 2010 - August 2012
AristaCare at   August 2007 - April 2010

Skills
Data Warehousing, Business Intelligence, Oracle, XML, Data Migration, Teradata, Access, Data Analysis, Java, SQL, Data Quality, Visio, Windows, C, Business Analysis, Databases, Linux, Database Design, DB2, JavaScript

Education
Rutgers University-New Brunswick   2008 — 2012
Bachelor's, Finance, Computer Science

George Mottola George Mottola Greater New York City Area Details
George Mottola's Pershing, a BNY Mellon company Experience October 2009 - August 2014
Job Trade Support Specialist for BNY Mellon Capital Markets Equity Trading Desk
Industry Financial Services
Experience
BNY Mellon  August 2014 - Present
Pershing, a BNY Mellon company   October 2009 - August 2014
Stifel Nicolaus & Co   February 2007 - August 2009
Ryan Beck & Co.   September 2002 - February 2007
Gruntal & Co, LLC   April 1987 - September 2002
Gruntal & Co  1987 - 1996

Skills
Bloomberg, Oasys, Securities, Equities, Fixed Income, Series 7, Asset Managment, Mutual Funds, Options, Capital Markets, Trading, Investments, Series 63, Asset Allocation, Series 24, Hedge Funds, Investment Advisory, Financial Advisory, FINRA, Asset Management, Finance, Wealth Management, Retirement Planning, Settlement, Equity Trading, ETFs, Derivatives, Bonds, Electronic Trading, Back Office, Alternative Investments, Middle Office, Trading Systems, Prime Brokerage, Securities Lending, Financial Services, Corporate Actions, Bloomberg Terminal, Financial Markets, AML, Investment Management, Stocks, Relationship Management

Education
School of Visual Arts   1978 — 1982
BFA, ILLUSTRATION MAJOR

Edward R Murrow HS, Brooklyn N.Y   1975 — 1978
HS Diploma, Fine Arts Major

Lynda Danowski-Felicetti Lynda Danowski-Felicetti Morganville, New Jersey Details
Lynda Danowski-Felicetti's Pershing, a BNY Mellon company Experience May 1994 - October 2003
Job Administrative Executive Assistant at ADP
Industry Executive Office
Experience
ADP  December 2011 - Present
Accurate Consultant Processing   November 2012 - May 2015
PepsiCo - Tropicana  December 2003 - December 2011
Pershing, a BNY Mellon company   May 1994 - October 2003

Skills
Small Business, Office Management, Administrative..., Office Administration, Calendars, Customer Service, Event Planning, Online Research, Data Entry, Spreadsheets, Entrepreneurship, Travel Planning, Accounts Payable, Accounts Receivable, Social Media, Newsletters, Social Networking, Management, Social Media Marketing

Education
St. Peter's College
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Kellen Wojnar Kellen Wojnar Greater Philadelphia Area Details
Kellen Wojnar's Pershing, a BNY Mellon company Experience June 2011 - August 2011
Job Sales Associate at Smith & Nephew Advanced Surgical Devices
Industry Medical Devices
Experience
Smith & Nephew  September 2014 - Present
IBM  October 2012 - October 2014
Pershing, a BNY Mellon company   June 2011 - August 2011
Grounds Crew Landscaping   April 2003 - March 2011
Trilogy Web   April 2008 - April 2010

Skills
Microsoft Office, PowerPoint, Sales, Zephyr, Bloomberg, Financial Analysis, Salesforce.com, SaaS, Entrepreneurship, Customer Service, Cold Calling, Building Relationships, Relationship Management, Sales Operations, Sales Management, Sales Process, Mobile Device Management, IT Strategy, IT Solutions, Cloud Computing, Social Networking, Solution Selling, Analysis, Enterprise Software, Business Planning, Lead Generation, Management, Marketing Strategy, Marketing, CRM

Education
Saint Joseph's University   2008 — 2012
Bachelor of Science (BS), Finance

Anthony L. Centeno Anthony L. Centeno Sanford, Florida Details
Anthony L. Centeno's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Derivatives Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2015 - Present
UCF College of Business Young Investors Club   August 2014 - April 2015
Applied Strategic Inc.   August 2014 - December 2014
Pershing, a BNY Mellon company   June 2014 - August 2014
UCF College of Business Young Investors Club   August 2013 - May 2014
Aon Hewitt  May 2013 - May 2014
Total Marketing Concepts  September 2009 - March 2010
Bruster's Real Ice Cream  March 2007 - December 2008

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Communication Skills, Financial Markets, Corporate Finance, Entrepreneurship, Econometrics, Spanish-English, Regression Analysis, Multivariate Statistics, Outlook, Dependable Team Player, Equity Derivatives, Macroeconomics, Monetary Economics, Forecasting, Trend Analysis, Investment Banking, Investment Strategies, Investment Management, Fundamental Analysis, Technical Analysis, Derivatives Trading, Portfolio Management, Portfolio Performance..., Spanish, Communication

Education
University of Central Florida   2012 — 2014
Bachelor's Degree, Economics and Finance Double Major

Seminole State College of Florida   2009 — 2011
Associate of Arts (A.A.), Business Economics

Jason Bune Jason Bune San Francisco Bay Area Details
Jason Bune's Pershing, a BNY Mellon company Experience October 2005 - December 2010
Job Team NFL Player Promoter / Social Media Intern at United Way Worldwide
Industry Sports
Experience
United Way Worldwide  March 2012 - May 2014
San Diego State University  July 2011 - August 2012
Learfield Sports  September 2011 - January 2012
Pershing, a BNY Mellon company   October 2005 - December 2010
Professional Capital Services, LLP   May 2004 - September 2005
Philadelphia Eagles  August 2003 - August 2005
Bally Total Fitness  May 2000 - August 2000

Skills
Sports, Social Media, Sports Management, Sports Marketing, Sponsorship, Event Management, Event Planning, Social Media Marketing, Public Speaking, Fundraising, Public Relations, Marketing, Facebook, Customer Service, Sales, PowerPoint, Social Networking, Media Relations, Microsoft Excel, Integrated Marketing

Education
San Diego State University-California State University   2011 — 2012
Sports Management

Temple University - Fox School of Business and Management   1999 — 2003
Bachelor's degree, Management Information Systems

Dan Koslosky Dan Koslosky Blue Bell, Pennsylvania Details
Dan Koslosky's Pershing, a BNY Mellon company Experience October 2008 - September 2014
Job Cash Operations Manager Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   September 2014 - Present
Pershing, a BNY Mellon company   October 2008 - September 2014

Skills
Mutual Funds, Financial Services, Risk Management, Management, Process Improvement, Business Analysis, Investments, Securities, Series 7, Microsoft Excel

Education
Saint Joseph's University   2000 — 2004
Bachelor of Science (BS), Management Information Systems, General

David Malanowski David Malanowski Middletown, New Jersey Details
David Malanowski's Pershing, a BNY Mellon company Experience 2007 - 2012
Job Lead Business Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  2013 - Present
Pershing, a BNY Mellon company   2007 - 2012
Pershing, a BNY Mellon company   2002 - 2007
Pershing, a BNY Mellon company   1995 - 2002
First Fidelity Bancorporation (now Wells Fargo)   1993 - 1995

Skills
Risk Management, Financial Services, Change Management, Leadership, Strategy, Financial Risk, Relationship Management, Management, Process Improvement, Portfolio Management, Securities, Equities

Education
Walden University
PhD Candidate, expected graduation 2016, School of Management and Technology: Applied Management and Decision Sciences

St. Peter's College
Master of Business Administration (M.B.A.), Dual Concentration: Management and Management Information Systems, Cumulative 3.96 GPA

St. Peter's College
Bachelor of Science (B.S.), Major: Business Management, Minor: Economics, Cumulative GPA 3.88

Nicholas Ranalli, MBA Nicholas Ranalli, MBA Royersford, Pennsylvania Details
Nicholas Ranalli, MBA's Pershing, a BNY Mellon company Experience October 2013 - Present
Job Managed Investments at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 2013 - Present
SEI  October 2012 - August 2013
SEI  May 2010 - November 2012
SEI  August 2006 - May 2010

Skills
Financial Services, Investments, Mutual Funds, New Business Development, Relationship Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Wealth Management, Sales, CRM, Alternative Investments, Fixed Income, Financial Analysis

Education
Saint Joseph's University   2006 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.5

University of Delaware   1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0

SHS

Jack Costantin Jack Costantin Greater New York City Area Details
Jack Costantin's Pershing, a BNY Mellon company Experience June 1996 - May 1999
Job Vice President at Pershing
Industry Financial Services
Experience
Pershing  June 1999 - Present
Pershing, a BNY Mellon company   June 1996 - May 1999
Muller Data   May 1991 - June 1996
New York Life Insurance Company  May 1990 - May 1991

Skills
Financial Services, Trading, Investments, Bonds, Financial Risk, Financial Analysis, Business Analysis, Risk Management, Securities, Equities, Project Management

Education
City University of New York-Queens College   1974 — 1982
BA, Computer Science

Holy Cross   1970 — 1974
Bachelor of Arts

Maximilian Bevan Maximilian Bevan Greater New York City Area Details
Maximilian Bevan's Pershing, a BNY Mellon company Experience March 2015 - Present
Job Vice President Product Manager, Mobile Platform
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2015 - Present
Pershing, a BNY Mellon company   January 2014 - August 2015
Pershing, a BNY Mellon company   September 2012 - December 2013
Skidmore College  September 2011 - May 2012
Skidmore College  September 2008 - May 2012
Healthy Scholar Initiative   November 2010 - December 2011
Pershing, a BNY Mellon company   June 2011 - August 2011
Economics, International Affairs   January 2009 - May 2011
Strung to the Max   January 2003 - December 2009
Morgan Stanley  May 2008 - June 2008

Skills
Product Management, Economics, Product Development, Big Data Analytics, Management, Economic Research, Research, International Relations, Business Intelligence, Leadership, PowerPoint, French, Data Analysis, Strategy, Business Planning, Excel, Stata, Word, Investments, Econometrics, Analysis, Analytics, Big Data, Public Speaking, Agile Application..., Agile Methodologies

Education
Skidmore College   2008 — 2012
Bachelor of Arts, Honors Economics and Honors International Affairs, 3.81

School for International Training   2010 — 2010
International Affairs

The University of Edinburgh   2010 — 2010
Economics

Kennia Joseph Kennia Joseph Jersey City, New Jersey Details
Kennia Joseph's Pershing, a BNY Mellon company Experience October 2010 - August 2011
Job Sales Associate at Macys
Industry Publishing
Experience
Macy's  January 2012 - Present
Pershing, a BNY Mellon company   October 2010 - August 2011
Pershing, a BNY Mellon company   October 2010 - August 2011

Skills
Sales, Social Media, Event Planning, Time Management, Microsoft Word, Merchandising, PowerPoint, Photoshop

Education
Rutgers, The State University of New Jersey-Newark   2014 — 2016
English , English Language and Literature, General

Hudson County Community College   2012 — 2014
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Meidine Figueras Meidine Figueras Jersey City, New Jersey Details
Meidine Figueras's Pershing, a BNY Mellon company Experience September 2009 - June 2010
Job Pilot Manufacturing Intern at Datacolor
Industry Mechanical or Industrial Engineering
Experience
Datacolor  June 2014 - April 2015
Liberty Science Center  January 2013 - October 2013
7 For All Mankind  June 2013 - August 2013
Pershing, a BNY Mellon company   September 2009 - June 2010

Skills
Solidworks, Matlab, Catia, NX 6, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, SolidWorks, Product Development, AutoCAD, Manufacturing, Photoshop, Project Management, PowerPoint, Public Speaking, Social Media

Education
Rutgers University   2011 — 2016

Beshoy Mankarious Beshoy Mankarious Greater New York City Area Details
Beshoy Mankarious's Pershing, a BNY Mellon company Experience September 2008 - June 2009
Job Student at Rutgers, The State University of New JerseyNewark
Industry Research
Experience
American Income Life Insurance Company  October 2014 - Present
Hudson Health Services   May 2012 - February 2013
Rite Aid Pharmacy  July 2011 - February 2012
Pershing, a BNY Mellon company   September 2008 - June 2009

Skills
Science, Biology, Laboratory, Research, Microsoft Office, Social Skills, Leadership, Hardwork, Public Speaking, Arabic, Translation, Team-oriented, Event Planning, Editing, Sales, Teaching, Time Management, Data Entry, Project Management, Teamwork

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2013
Bachelor of Arts (B.A.), Biology

William L. Dickinson High School   2005 — 2009
High School Diploma

Lila Meng Lila Meng Greater New York City Area Details
Lila Meng's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Business Development RIAs
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2015 - Present
Pershing, a BNY Mellon company   August 2012 - August 2015
Pershing  February 2009 - August 2012
Pershing LLC, Bank of New York Mellon  July 2005 - February 2009
Marco Polo  April 2008 - November 2008
Pershing  2005 - 2008

Skills
Equities, Fixed Income, Financial Services, Securities, Series 7, Management, Portfolio Management, Capital Markets, Risk Management, Mutual Funds, Wealth Management...

Education
Rutgers University-New Brunswick   2002 — 2005
B.S., Finance

Aalok Patel Aalok Patel Greater Philadelphia Area Details
Aalok Patel's Pershing, a BNY Mellon company Experience March 2015 - Present
Job Performance Analyst at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2015 - Present
Pershing, a BNY Mellon company   April 2013 - March 2015
3rd Fed Bank  June 2010 - April 2013
TaxSaver Services   February 2010 - April 2013
ICICI Prudential Life Insurance Company Limited  November 2007 - February 2010

Skills
Multi Tasking, Technicals, Communication, Result Oriented, Management, Account Reconciliation, Analysis, Internal Audit, Customer Service, Auditing, Employee Benefits, Finance, Accounting, Financial Analysis, Investments, Financial Services, Bank Reconciliation, Banking, Microsoft Excel, Risk Management, Business Analysis, Portfolio Management, Bloomberg, Process Improvement, Fixed Income, Equities, Mutual Funds, Microsoft Office, Financial Reporting, Financial Risk

Education
Sardar Patel University   2004 — 2006
Master of Business Administration (M.B.A.)

Sardar Patel University   2001 — 2004
Bachelor of Computer Application, Computer Science

Bridget Van Derlofske Bridget Van Derlofske Orlando, Florida Area Details
Bridget Van Derlofske's Pershing, a BNY Mellon company Experience March 2012 - Present
Job Associate at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2012 - Present
Charles Schwab  June 2008 - March 2012
The Wright Firm, P.A.   May 2007 - May 2008
Seminole County Clerk of Court  September 2006 - April 2007

Skills
Banking, Civil Litigation, Courts, Invoicing, Licensing, Management, Series 7

Education
Seminole State College of Florida
Associate of Arts (A.A.), Finance, General

Seminole Community College

Robert Iturralde Robert Iturralde Jersey City, New Jersey Details
Robert Iturralde's Pershing, a BNY Mellon company Experience June 2011 - August 2011
Job Event Specialist at CROSSMARK
Industry Marketing and Advertising
Experience
CROSSMARK  May 2014 - Present
Kohl's Department Stores  July 2012 - Present
Sirius XM Radio Inc.  January 2014 - May 2014
Rutgers University  2012 - 2013
Pershing, a BNY Mellon company   June 2011 - August 2011
Pershing, a BNY Mellon company   October 2010 - June 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, C++, English, Facebook, HTML, Windows, Social Networking, Outlook

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2015

Shruthi Kannambadi Shruthi Kannambadi Greater New York City Area Details
Shruthi Kannambadi's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Analyst
Industry Investment Management
Experience
Mirae Asset Global Investments  February 2015 - Present
RBC  August 2014 - February 2015
Rensselaer Polytechnic Institute  August 2010 - May 2014
Pershing, a BNY Mellon company   June 2013 - August 2013
JGI iDEA   June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Analysis, Leadership, Sophis, ADP, Bloomberg Terminal, Equities, Derivatives, POMS

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General

Drew Weinstein Drew Weinstein Greater Philadelphia Area Details
Drew Weinstein's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Operations Supervisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2015 - Present
Pershing, a BNY Mellon company   August 2014 - Present
Pershing, a BNY Mellon company   August 2013 - Present
Pershing, a BNY Mellon company   February 2010 - August 2013
Pershing, a BNY Mellon company   August 2008 - February 2010
Pershing, a BNY Mellon company   August 2007 - August 2008
Pershing, a BNY Mellon company   April 2007 - August 2007
SEI  May 2005 - April 2007

Skills
Series 24, Series 7, Series 63, Mutual Funds, Broker-Dealer, Investment Advisory..., SMA, UMA, Mutual Fund Wrap, Relationship Management, Account Management, Key Account Development, Business Strategy, Series 65, Six Sigma, Product Development, Project Rollouts, Training, Operations Management, Data Reconciliation

Education
St. Joseph's University   2008 — 2011
Master's of Business Administration

York College of Pennsylvania   2000 — 2004
BS in Business Administration, Public Relations

Naomi De Jesus Rodriguez Naomi De Jesus Rodriguez Greater New York City Area Details
Naomi De Jesus Rodriguez's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Peer Academic Leader Rutgers, the State University
Industry Nonprofit Organization Management
Experience
Rutgers University  August 2015 - Present
Pershing, a BNY Mellon company   June 2015 - August 2015
Rutgers University  September 2014 - May 2015
Pershing, a BNY Mellon company   November 2013 - July 2014
eworks inc   January 2013 - April 2013

Skills
Social Media, Microsoft Excel, Customer Service, Microsoft Word, Computer Proficiency, Leadership Development, Academic Advising, Peer Mentoring, Public Speaking, PowerPoint, Microsoft Office, Event Planning, Time Management, Recruiting, Teamwork, Mentoring, Team Building, Teaching, Social Networking, Leadership, Community Outreach, Team Leadership, Program Management, Strategic Planning, Management

Education
Rutgers University-New Brunswick   2014 — 2018
Bachelor of Arts (B.A.), Majors: Labor Studies Management & Psychology

James J. Ferris High School   2010 — 2014
High School Diploma, Hospitality Administration/Management

Mark Chando, MBA Mark Chando, MBA Easton, Pennsylvania Details
Mark Chando, MBA's Pershing, a BNY Mellon company Experience December 2013 - February 2014
Job Manager, Private Client Wealth Services at MFP Strategies
Industry Investment Management
Experience
MFP Strategies  March 2014 - Present
Pershing, a BNY Mellon company   December 2013 - February 2014
Pershing, a BNY Mellon company   April 2011 - February 2014
Pershing, a BNY Mellon company   September 2009 - April 2011
Victaulic Company of America  May 2008 - August 2008
IRCO Community Family Credit Union   May 2006 - August 2006

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Access, PowerPoint, Budgets, Microsoft Word, Financial Modeling, Forecasting, Financial Reporting, Customer Service, Process Improvement, Leadership, Risk Management, Insurance, Investments, Portfolio Management, Data Analysis, Finance, Analysis

Education
Penn State University   2010 — 2013
Masters of Business Administration, Management

Penn State University   2005 — 2009
Bachelor of Science, Finance

David Finucane David Finucane Orlando, Florida Area Details
David Finucane's Pershing, a BNY Mellon company Experience May 2014 - July 2015
Job Financial Operations Supervisor with Internal Audit Experience
Industry Financial Services
Experience
Pershing, a BNY Mellon company   May 2014 - July 2015
BNY Mellon  August 2012 - May 2014
Pershing, a BNY Mellon company   April 2007 - August 2012
Pershing, a BNY Mellon company   January 2000 - April 2007

Education
Rollins College   2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Psychology

SUNY Orange   1997 — 1999
Associate of Arts and Sciences (A.A.S.), Humanities/Social Sciences

Ivan Gotay Ivan Gotay Boyds, Maryland Details
Ivan Gotay's Pershing, a BNY Mellon company Experience April 2000 - June 2001
Job Sr. Project Manager at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente (contract)   April 2015 - Present
NTT DATA Americas (contract)   August 2014 - February 2015
TIAA-CREF (contract)   March 2014 - May 2014
Fannie Mae (contract)   August 2013 - December 2013
Kaiser Permanente IT (contract)   June 2012 - June 2013
Financial Industry Regulatory Authority (contract)   June 2011 - May 2012
Fannie Mae (contract)   October 2010 - December 2011
QBE the Americas  July 2006 - May 2009
Citigroup  August 2003 - July 2006
Pershing, a BNY Mellon company   April 2000 - June 2001

Skills
IT Audit, Disaster Recovery, Risk Management, Information Security, ITIL, Sarbanes-Oxley Act, Project Management, Financial Risk, Risk Assessment, Governance, Enterprise Risk..., HIPAA, Payment Industry, PCI DSS, COSO, GLBA, IT Infrastructure..., IT Operations Management

Education
Crestech Institute   2003 — 2003
Sun Solaris, Unix and Linux

Computer processing Institute   1982 — 1983
Associate's degree, Computer Operations and Programing

Ramapo College of New Jersey   1980 — 1982
Buisness Administration

Brian Docherty Brian Docherty Greater New York City Area Details
Brian Docherty's Pershing, a BNY Mellon company Experience 1989 - 1993
Job Sr. Business Solutions Consultant at Misys
Industry Banking
Experience
Misys  February 2015 - Present
J.P. Morgan   April 2008 - January 2015
The Bank of New York Mellon  2000 - 2008
PaineWebber  1998 - 1999
SunGard  1996 - 1998
EMR Securities   1993 - 1996
Pershing, a BNY Mellon company   1989 - 1993

Skills
Global Custody, Securities, Fixed Income, Hedge Funds, Alternative Investments, Equities, Mutual Funds, Derivatives, Asset Managment, Bloomberg, Capital Markets, Middle Office, Fund Accounting, Relationship Management, Cash Management, Investments, Fund Administration, Financial Markets, Portfolio Management, Trading Systems, Settlement, Asset Management, Bonds, Wealth Management, Financial Services, Corporate Actions, FX Options, Investment Banking, Back Office, Banking, Trading, Series 7, Investment Management, Options, Series 63

Education
Rowan University   1984 — 1988
BA, Economics

Glenn Reiss Glenn Reiss Sellersville, Pennsylvania Details
Glenn Reiss's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Investment Services Rep., Trading Operations at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2015 - Present
Thrivent Financial  September 2014 - March 2015
Collegiate Entrepreneurs Painting Services  November 2012 - October 2013
Arctic Glacier  June 2010 - August 2012

Skills
Architectural Drawings, Microsoft Office, Stock Trading, Sales Operations, Marketing, Financial Analysis, Leadership, Forecasting, Inventory Management, Entrepreneurship

Education
University of New Hampshire   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4

Pennsylvania College of Technology   2007 — 2010
Associate of Science (A.S.), Architecture, 3.5

Sofia D'Rozario Sofia D'Rozario Jersey City, New Jersey Details
Sofia D'Rozario's Pershing, a BNY Mellon company Experience September 2010 - September 2011
Job NCS Lab Consultant at Rutgers University
Industry Government Relations
Experience
Albatross Global Solutions  April 2015 - Present
Rutgers University  March 2014 - Present
Pershing, a BNY Mellon company   September 2010 - September 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Time Management, Social Networking, Public Speaking, Leadership, Access

Education
Rutgers, The State University of New Jersey-Newark   2012 — 2015
Bachelor's degree, Economics

Alida Subia Alida Subia Greater New York City Area Details
Alida Subia's Pershing, a BNY Mellon company Experience October 2000 - February 2006
Job Assistant Vice President Trade Support/Settlements, Brookfield Investment Management Inc
Industry Financial Services
Experience
Brookfield Investment Management Inc  April 2008 - Present
Fidelity Investments  February 2007 - April 2008
Pershing, a BNY Mellon company   October 2000 - February 2006

Skills
Fixed Income, Securities, Bloomberg, Derivatives, Equities, Settlement, Trading, Portfolio Management, FX Options, Options, Corporate Actions, Hedge Funds, Structured Products, Capital Markets, Asset Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1995 — 2000
Bachelor of Arts (BA), History

Frank Ziegler Frank Ziegler Plainfield, New Jersey Details
Frank Ziegler's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Supervisor at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2015 - Present
MetLife  February 2010 - January 2015
MetLife  November 2006 - February 2010
PNC  April 2006 - November 2006
Bear Stearns  September 2005 - April 2006
Tullett Liberty Investment   September 1999 - October 2004
ICAP  August 1983 - September 1999

Skills
Customer Service, Security Operations, Securities License, Microsoft Excel, Lotus Notes

Education
Rutgers University-New Brunswick   1988 — 1992
Bachelor's degree, Economics

Rutgers University-New Brunswick   1978 — 1982
Bachelor of Science (BS), Economics

Rob Gangi Rob Gangi Greater New York City Area Details
Rob Gangi's Pershing, a BNY Mellon company Experience February 1994 - Present
Job
Industry Financial Services
Experience
Pershing, a BNY Mellon company   February 1994 - Present

Skills
Securities, Series 7, Financial Services, Risk Management

Education
Seton Hall University   1990 — 1994

Liza Mermegas Liza Mermegas New York, New York Details
Liza Mermegas's Pershing, a BNY Mellon company Experience May 2015 - Present
Job Senior Privacy Officer at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   May 2015 - Present
Aetna  May 2011 - May 2015
Atlantis Health Plan  July 2003 - May 2011
Health Care Compliance Association  2007 - 2010
Rutgers College at Rutgers University   September 2001 - May 2003
Boston University Medical School  May 2001 - August 2001

Skills
HIPAA, EHR, Internal & External..., Healthcare, Privacy Law, Medical Compliance, Health Insurance, Managed Care, Compliance, Information Security, Healthcare Consulting, Employee Benefits, Risk Management, Hospitals, Healthcare Management, Policy, Healthcare Information..., Risk Assessment, Training, Strategy, EMR, Insurance, Team Building, Health Policy, Program Management, Healthcare Industry, Performance Improvement, Management, Leadership, Analysis, Process Improvement, Revenue Cycle, Project Management, Mergers & Acquisitions, Strategic Planning, Operations Management, Executive Management, Physicians, Security, Quality Improvement, Long-term Care, Provider Relations

Education
New York University   2011 — 2013
MPA, Health & Public Policy

Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
BA, Psychology/Economics

Dan Vagnier Dan Vagnier Greater Philadelphia Area Details
Dan Vagnier's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Derivatives Hedge Analyst at Chatham Financial
Industry Financial Services
Experience
Chatham Financial  June 2014 - Present
Penn State Trading Room   September 2012 - May 2014
Catalyst Prep LLC  June 2013 - March 2014
Pershing, a BNY Mellon company   June 2013 - August 2013

Skills
Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Excel, Teamwork, Bloomberg Terminal

Education
Penn State University   2010 — 2014
Bachelor of Science (BS), Finance, General

Penn State University   2010 — 2014
Bachelor of Science (BSc), Economics

Jean Parsons Jean Parsons Indianapolis, Indiana Area Details
Jean Parsons's Pershing, a BNY Mellon company Experience March 1982 - December 2002
Job Director of Operations at City Securities Corp.
Industry Financial Services
Experience
City Securities Corporation  January 2005 - Present
Financial services  January 2003 - December 2004
Pershing, a BNY Mellon company   March 1982 - December 2002

Skills
Series 7, Series 63, Securities

Education
University of Pennsylvania - The Wharton School
Finance and Financial Management Services

Saint Peter's University
Bachelor of Applied Science (B.A.Sc.) and Bachelor of Art, Economics and Marketing, 4.0

Nivardo Martinez Nivardo Martinez Piscataway, New Jersey Details
Nivardo Martinez's Pershing, a BNY Mellon company Experience September 2002 - October 2004
Job Senior Broker Dealer Principal at MetLife
Industry Financial Services
Experience
MetLife  July 2009 - Present
MetLife  March 2007 - July 2009
MetLife  November 2004 - March 2007
Pershing, a BNY Mellon company   September 2002 - October 2004

Skills
Alternative Investments, •FINRA Series 7, 24,..., •Microsoft Office:..., •Pershing NetX360,..., Investment Advisory, Finance, Financial Services, Advisory Accounts, Financial Analysis, Bloomberg, LexisNexis, Mutual Funds, Series 7, FINRA, Strategic Financial..., Financial Advisory, Securities, Retirement Planning, Financial Planning

Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Accounting

Nico Koop Nico Koop Lake Mary, Florida Details
Nico Koop's Pershing, a BNY Mellon company Experience November 2014 - Present
Job Mutual Fund Trade Desk at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   November 2014 - Present
Pershing, a BNY Mellon company   October 2013 - November 2014
Pershing, a BNY Mellon company   October 2012 - October 2013
Waddell and Reed  January 2011 - July 2012

Skills
Finance, Financial Transactions, Investments, Hold Series 7, Hold Series 66, Financial Analysis, Mutual Funds, Microsoft Excel, Analysis, Accounting, Strategic Financial..., Leadership, Series 7, Budgets, Hedge Funds, Financial Services, Trading, Investment Management, Financial Reporting, Settlement, Financial Planning, Microsoft Office

Education
Rollins College - Crummer Graduate School of Business   2014 — 2016
Professional MBA, Finance

University of Central Florida - College of Business Administration   2007 — 2011
Bachelor of Science in Business Administration, Finance and Financial Management Services

Patrick Troy Patrick Troy United States Details
Patrick Troy's Pershing, a BNY Mellon company Experience December 2010 - Present
Job Marketing Technologist
Industry Internet
Experience
Pershing, a BNY Mellon company   December 2010 - Present
Comodo  November 2008 - October 2010
SourceMedia  January 2007 - November 2008
HarperCollins Publishers  September 2002 - December 2006
M-80 Digital, LLC   April 2000 - September 2002

Skills
CSS, SEO, Wordpress, User Interface Design, Information Architecture, MODx, Google Analytics, Web Development, Web Design, Web Content Optimization, jQuery, Web Strategy, Web Standards, Conversion Optimization, Web Project Management, Interactive Marketing, Content Management, RedDot, User Experience, User-centered Design, HTML, WordPress, E-commerce, PHP, JavaScript, CMS, Analytics

Education
Providence College   1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General

Jorge J. Gonzalez Jorge J. Gonzalez Greater New York City Area Details
Jorge J. Gonzalez's Pershing, a BNY Mellon company Experience June 2007 - Present
Job Assistant Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 2007 - Present
Pershing, a BNY Mellon company   September 2004 - May 2007
Wells Fargo  June 2003 - September 2004

Skills
Finance, Financial Risk, Process Improvement, Microsoft Excel, Strategic Planning, Management, Customer Service, Budgets, Series 7, Microsoft Office, Fixed Income, Project Management, Leadership, Equities, PowerPoint, Banking

Education
Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Bachelor of Arts (B.A.), Economics

Cheryl Tuosto (Tarbous) Cheryl Tuosto (Tarbous) Greater New York City Area Details
Cheryl Tuosto (Tarbous)'s Pershing, a BNY Mellon company Experience October 2014 - Present
Job Vice President at Pershing, LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 2014 - Present
Pershing  November 2011 - September 2014
Pershing  August 2010 - November 2011
Pershing  January 2008 - August 2010
Pershing Advisor Solutions LLC  June 2005 - January 2008

Skills
Survey Design, Customer Engagement, Customer Feedback, Data Analysis, Six Sigma, Onboarding, Project Planning, Manage client..., Account Management, Analysis, Business Analysis, Business Development, Financial Services, Management, Project Management, Risk Management, Series 7

Education
Saint Peter's University   2006 — 2008
Master of Business Administration, Finance

University of Maryland College Park   2001 — 2005
Bachelor of Arts

Nancy L. Barker Nancy L. Barker New York, New York Details
Nancy L. Barker's Pershing, a BNY Mellon company Experience October 2004 - Present
Job VP Fixed Income Trading Services at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 2004 - Present
RBC  July 1998 - October 2004
Morgan Stanley  October 1993 - July 1998
Prudential Bache  December 1987 - October 1993

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Photoshop, Teaching, Financial Services, Fixed Income, Investments, Retirement Planning, Series 7, Series 63, Trading

Education
Shippensburg University of Pennsylvania

Ed John, Jr. Ed John, Jr. Greater Philadelphia Area Details
Ed John, Jr.'s Pershing, a BNY Mellon company Experience February 2008 - January 2009
Job Insurance Agent and Financial Advisor
Industry Financial Services
Experience
Independent Broker Dealer  2010 - Present
Bankers Life and Casualty  June 2009 - Present
Pershing, a BNY Mellon company   February 2008 - January 2009
Pershing, a BNY Mellon company   December 2006 - February 2008
SEI Investments  July 2004 - November 2006
SEI Investments  2000 - 2004

Skills
Insurance, Financial Planning, Portfolio Management, Annuities, Long Term Care, Fixed Annuities, Strategic Financial...

Education
The American College   2000 — 2010
ChFC, Chartered Financial Consultant

The American College   2000 — 2010
CLU, Chartered Life Underwriter

Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2005
MBA, Finance

Villanova University   1995 — 1999
BS in Business Administration, Marketing

Marc Cintron Marc Cintron Greater New York City Area Details
Marc Cintron's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Custody Associate II at Pershing, a BNY Mellon company
Industry Management Consulting
Experience
Pershing, a BNY Mellon company   August 2015 - Present
Insight Global  November 2014 - August 2015
Omnyx  January 2013 - September 2013
Omnyx  February 2013 - April 2013

Skills
Microsoft Office, Public Speaking, Management, Hands-on Training, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Windows, Coaching, Leadership, Program Management, Project Management, Data Analysis, Research, Social Media, Customer Service, Risk Management, Strategic Planning, Process Improvement, Access, Team Leadership, Business Development, Teamwork, Business Strategy, Strategy, SPSS, Cloud Computing, Social Networking, Quality Assurance, Analysis, Product Development, Project Planning, Financial Analysis, Salesforce.com, Editing, Budgets, Six Sigma, MS Project, Recruiting, Product Marketing, Software Documentation, Spanish, Market Research, Marketing Communications, Sales, Event Management

Education
Providence College   2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Laura Nesbitt Laura Nesbitt Greater New York City Area Details
Laura Nesbitt's Pershing, a BNY Mellon company Experience December 2012 - Present
Job Vice President at Pershing, a BNY Mellon company
Industry Marketing and Advertising
Experience
Pershing, a BNY Mellon company   December 2012 - Present
Dow Jones & Company, Inc.   September 2009 - August 2012
Merill Lynch  July 2001 - September 2007
Merrill Lynch  2002 - 2007
Merrill Lynch  2002 - 2007
Merrill Lynch  2001 - 2002
Merrill Lynch  1998 - 2001
Fleet Bank  1995 - 1998
UJB   1997 - 1997

Skills
Series 7, Relationship Management, Financial Services, Marketing, Series 63, Marketing Strategy, Marketing Communications, Investments, Leadership, Project Management, Vendor Management, Product Marketing, Cross-functional Team..., Management, Wealth Management, Lead Generation, Email Marketing, Product Management, Market Research, B2B Marketing, Sales, Salesforce.com, Strategy, Training

Education
Penn State University   1976 — 1980
BS, Social Work

Joe Barone Joe Barone Greater New York City Area Details
Joe Barone's Pershing, a BNY Mellon company Experience March 2010 - Present
Job
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2010 - Present

Skills
Business Analysis, Product Management, Portfolio Management, Financial Services, Program Management, Business Development, Vendor Management, Banking, SDLC, Leadership, Mutual Funds, Project Management, Equities, Strategy, Fixed Income, Risk Management, Securities, Wealth Management, Separately Managed..., Series 7, Investment Management, Relationship Management, Alternative Investments

Education
Stevens Institute of Technology   2000 — 2004
MS

Shippensburg University of Pennsylvania   1992 — 1996
BSBA

Ilya Lyandvert Ilya Lyandvert Greater New York City Area Details
Ilya Lyandvert's Pershing, a BNY Mellon company Experience July 1987 - March 1989
Job Senior IT Professional with Business Analysis Expertise
Industry Information Technology and Services
Experience
Chiron Business Solutions   September 2014 - Present
EmblemHealth  June 2006 - June 2014
Morgan Stanley  March 1989 - May 2006
Pershing, a BNY Mellon company   July 1987 - March 1989

Skills
Software Development, Windows, Software Project..., Agile Methodologies, Requirements Analysis, Databases, Integration, Business Intelligence, Microsoft Office, MS Project, Visio, JCL, COBOLII, CICS, SQL, DB2, VSAM, Oracle, COBOL, Analysis, Business Analysis, SDLC, Business Rules, UML

Education
City University of New York-Queens College
Bachelor's degree

Cionne J. Beatty Cionne J. Beatty Greater New York City Area Details
Cionne J. Beatty's Pershing, a BNY Mellon company Experience September 2014 - Present
Job Account Manager, Global Client Relationships at Pershing, a BNY Mellon company
Industry Banking
Experience
Pershing, a BNY Mellon company   September 2014 - Present
BNY Mellon  2011 - Present

Skills
CRM, Account Management, New Business Development, Sales, Relationship Management, Strategy, Business Development, Customer Retention, Sales Presentations, Market Research, Leadership, Portfolio Management, Business Strategy, Strategic Planning, Strategic Partnerships, Salesforce.com, Vendor Management, Marketing, Banking, Financial Services, Equities

Education
Rutgers, The State University of New Jersey-Newark   2005 — 2008
MBA

University of Pennsylvania   1999 — 2003
BA

Rob Coira Rob Coira Greater New York City Area Details
Rob Coira's Pershing, a BNY Mellon company Experience July 2008 - Present
Job Director Product Management at Pershing Managed Account Solutions
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2008 - Present
Checkfree Investment Services  2006 - 2008
Checkfree Corporation  2002 - 2006
CheckFree Investment Services  2001 - 2003

Skills
Relationship Management, Product Management, Capital Markets, Strategic Planning, Product Development, Wealth Management, CRM, Management, Series 7, Business Analysis, Financial Services, Marketing, Mutual Funds, Business Development, Portfolio Management, Requirements Gathering, Leadership, Trading, Securities, Equities, Project Management, SDLC, Asset Managment, Fixed Income, Investments, Program Management, Asset Management, Vendor Management, Financial Markets, Investment Management, Alternative Investments, Hedge Funds, Asset Allocation, Trading Systems, Series 63, Electronic Trading, Corporate Actions

Education
Rutgers Graduate School of Management   1985 — 1990
MBA, Business

Rutgers, The State University of New Jersey-New Brunswick   1979 — 1983
Bachelor of Science (BS), Computer Science

Mindy Zamparelli Mindy Zamparelli Greater New York City Area Details
Mindy Zamparelli's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Director, Cost Basis Reporting at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2014 - Present
Pershing, a BNY Mellon company   July 2009 - April 2014
Kass Enterprises   October 2007 - July 2009
Checkfree  October 2006 - September 2007
Pershing LLC  November 1996 - September 2006

Skills
Fixed Income, Series 7, Cost Basis Reporting, Financial Services, Equities, Mutual Funds, FINRA, Securities, Series 24, Asset Management, Portfolio Management, Finance

Education
Saint Bonaventure University   1991 — 1995

Saint Bonaventure University   1991 — 1995
BA, History

Charlie Mackenzie Charlie Mackenzie Orlando, Florida Area Details
Charlie Mackenzie's Pershing, a BNY Mellon company Experience September 2012 - Present
Job Client Trainer at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2012 - Present
Pershing  June 2009 - September 2012
Pershing LLC  December 2007 - June 2009

Skills
Mutual Funds, Series 7, Equities, Securities, Investments, Series 63, Financial Services, Risk Management

Education
Rollins College   2003 — 2007
Bachelor of Arts, Economics

Daniel Wickey Daniel Wickey Greater New York City Area Details
Daniel Wickey's Pershing, a BNY Mellon company Experience June 1995 - May 2004
Job Controller at Hombridge Financial Services Inc.
Industry Financial Services
Experience
HomeBridge Financial Services, Inc.   May 2014 - Present
CreXus Investment Corp.   July 2009 - April 2013
Annaly Capital Management  June 2004 - April 2013
Pershing, a BNY Mellon company   June 1995 - May 2004
Chemical Week  May 1993 - May 1995

Skills
Fixed Income, Equities, Accounting, Financial Modeling, Finance, Financial Analysis, Asset Managment, Risk Management, Investments, Corporate Finance, Hedge Funds, Strategic Financial..., Financial Reporting, Securities, Trading, Bloomberg, Capital Markets, Derivatives, Due Diligence, Financial Services, Investment Banking, Auditing, Asset Allocation, Corporate Actions, Mutual Funds, Trading Systems, Financial Risk, Investment Advisory, Alternative Investments, Financial Markets, Bonds, Prime Brokerage, Internal Controls, Equity Trading, Structured Products, Settlement, SEC filings, SEC Filing, Budgets, Financial Forecasting, Cashflow Analysis, Forecasting, Managerial Finance, US GAAP, Cash Flow, Valuation, Structured Finance, Investment Management, Asset Management, Financial Planning

Education
Millersville University of Pennsylvania

Rutgers, The State University of New Jersey - Rutgers Business School   2014 — 2016
Master of Business Administration (MBA), Accounting and Finance

Richard Stockton College of New Jersey   2000 — 2003
Accounting

Atlantic Community college   1988 — 1990
Assoc., Business

Linda Scorsone Linda Scorsone Greater New York City Area Details
Linda Scorsone's Pershing, a BNY Mellon company Experience 2007 - Present
Job VP, Head of Communications at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   2007 - Present
Ryan Beck & Co.   1994 - 2007

Education
Rutgers University-New Brunswick

Jean Petit-Homme Jean Petit-Homme Greater New York City Area Details
Jean Petit-Homme's Pershing, a BNY Mellon company Experience 2009 - 2010
Job CAMS, KYC QA, SAR QA, TRANSACTION MONITORING
Industry Financial Services
Experience
ERNST AND YOUNG  June 2013 - Present
Natixis  2015 - 2015
Natixis  2015 - 2015
IPSA INTERNATIONAL INC   June 2012 - October 2012
TOWER LEGAL SOLUTIONS  August 2011 - February 2012
HSBC  June 2010 - June 2011
Pershing, a BNY Mellon company   2009 - 2010
PRUDENTIAL COMMODITIES GROUP   December 2008 - October 2009
CITIGROUP  April 2008 - October 2008
AXA  2005 - 2006

Skills
KYC, Anti Money Laundering, Financial Risk, Financial Services, AML, Due Diligence, Risk Management, OFAC, Analysis

Education
Seton Hall Law School
Banking, Corporate, Finance, and Securities Law

Seton Hall University

Raluca Ratiu Raluca Ratiu Greater Philadelphia Area Details
Raluca Ratiu's Pershing, a BNY Mellon company Experience April 2013 - June 2013
Job Vice President, Overlay Portfolio Manager at PNC
Industry Financial Services
Experience
PNC  July 2013 - Present
Pershing, a BNY Mellon company   April 2013 - June 2013
Pershing, a BNY Mellon company   May 2007 - June 2013
The McNamara Group LLC  December 2006 - May 2007
Janney Montgomery Scott  June 2005 - December 2006
Rorer Asset Management  August 2001 - June 2005

Skills
Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Wealth Management, Asset Allocation, Securities, Investments

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2009
Master of Business Administration (MBA), Finance

Rutgers, The State University of New Jersey-Camden   1997 — 2001
Bachelor of Science (B.S.), Finance, General

Jerome Matthews, CFA Jerome Matthews, CFA Greater New York City Area Details
Jerome Matthews, CFA's Pershing, a BNY Mellon company Experience September 1994 - February 1997
Job Vice President at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Financial  May 1998 - Present
Pershing, a BNY Mellon company   September 1994 - February 1997
Merrill Lynch  August 1992 - September 1994

Skills
Fixed Income, Securities Lending, Corporate Actions, Talent Management, Succession Planning, Equities, Mutual Funds, Strategy, Relationship Management, Asset Management, Management, Securities, Risk Management, Mortgage, Performance Management, Organizational..., Class Actions, Leadership, Financial Services, Project Management, Hedge Fund Operations, Derivatives, Foreign Exchange

Education
Rutgers, The State University of New Jersey-New Brunswick   1988 — 1992
Bachelor of Arts (BA), Economics

Dwight Norwood Dwight Norwood Hartford, Connecticut Area Details
Dwight Norwood's Pershing, a BNY Mellon company Experience 2000 - 2001
Job Project Manager, Developer and Statistician
Industry Information Technology and Services
Experience
Between jobs  April 2015 - Present
Middlesex County Coalition on Wellness   April 2013 - April 2015
St. Luke's Community Services   July 2010 - March 2015
Connecticut State Legislative Taskforce   September 2012 - December 2012
St Lukes Eldercare Solutions   September 2007 - June 2010
Dwight Norwood & Associates, Inc.   March 1977 - June 2001
Pershing, a BNY Mellon company   2000 - 2001
Pershing, a BNY Mellon company   2000 - 2001

Skills
IT Project Management, C++ programming, C language programming, SPSS - advanced..., R Language - Advanced..., CERT C language..., SQL - relational..., RStudio, UNIX environments - AIX..., Program Development, Research, Proposal Writing

Education
University of Connecticut   2009 — 2015
Ph.D., Quantitative Social Work

University of Connecticut   2006 — 2007
M.S.W., Group Work

Rensselaer Polytechnic Institute at Hartford   1990 — 1994
M.S., Computer Science

The University of Connecticut School of Business   1980 — 1982
Master of Business Administration (MBA), Management Information Systems, General

University of Notre Dame   1964 — 1968
B.Sc., Pre-Prof

Osbourne   1959 — 1964
H.S.

Hartford Family Institute
Certificate, Body-based psychotherapy

Jack Poole III Jack Poole III Orlando, Florida Area Details
Jack Poole III's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Asset Services Client Services Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2014 - Present
Travelers  April 2013 - April 2014
Travelers  May 2008 - July 2013
Lake Mary Car Care Center   January 2000 - April 2008

Skills
Claim, Insurance, Property & Casualty..., Management, Commercial Lines, Sales, Negotiation, Workers Compensation, Operations Management, Automotive, Claims Handling, Claims Resolution, auto physical damage, Workers' Compensation..., Finance, Personal Lines Auto, Investment Banking, Claims Management, Commercial Insurance, Legal Liability, Liability Analysis, Subrogation, General Insurance

Education
University of Central Florida - College of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.)

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

Seminole State College of Florida   2003 — 2006
A.A., Business

Randy Vicchio Randy Vicchio Greater New York City Area Details
Randy Vicchio's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Vice President, Pershing a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2015 - Present
UBS Wealth Management  October 2007 - December 2014
Care Plus NJ  November 2001 - October 2007

Skills
Program Management, Program Development, Project Management, Management, Leadership Development, Training, Leadership, Data Analysis, Event Planning, Public Speaking, Microsoft Office, Vendor Management

Education
Saint Peter's University   1999 — 2001
Bachelors, Psychology

Steve Mullen Steve Mullen Raleigh-Durham, North Carolina Area Details
Steve Mullen's Pershing, a BNY Mellon company Experience 2001 - 2006
Job Director Mobility at MetLife
Industry Insurance
Experience
MetLife  June 2014 - Present
BNY Mellon  September 2000 - May 2014
Bank of New York Mellon  September 2000 - May 2014
Pershing, a BNY Mellon company   2001 - 2006
Merrill Lynch  June 1995 - September 2000
Goldman Sachs  June 1992 - May 1995

Skills
Compliance, Messaging, Mergers, IT Strategy, Program Management, IT Governance, IT Management, Collaboration, Social Media, Risk Management, Project Portfolio..., Management, Portfolio Management, Mergers & Acquisitions, Mobile Devices, Enterprise Architecture, Project Management, SharePoint, Outsourcing, Vendor Management, Technical Support, Disaster Recovery, Strategic Planning, Team Leadership, Governance, Product Management, Contract Negotiation, Telecommunications, ITIL, Information Security, Executive Management, Project Delivery, Budgets, Infrastructure, Troubleshooting, Information Technology, CRM, Team Management, Information Security..., Change Management, Business Process..., Project Planning, Leadership, Finance, Business Continuity, Asset Management, Enterprise Software, Financial Services, Process Improvement, Resource Management

Education
Roger Williams University   1988 — 1992
BS, Computer Information Systems / Finance

Daniel Hendricks Daniel Hendricks Dallas/Fort Worth Area Details
Daniel Hendricks's Pershing, a BNY Mellon company Experience 1989 - 1993
Job Bring Us Your Challenges
Industry Financial Services
Experience
Prudential Financial  April 2015 - Present
Self Employed  May 2013 - Present
TD Ameritrade  June 2011 - December 2012
Fiserv  February 2009 - February 2011
CheckFree Investment Services  February 2005 - March 2009
CheckFree Investment Services  June 2003 - March 2005
CheckFree Investment Services  February 2002 - March 2005
Financial Services  January 1989 - January 2002
Pershing, a BNY Mellon company   1989 - 1993

Skills
Strategy, Program Management, Analysis, Finance, Relationship Management, Business Analysis, Risk Management, Sales, Customer Service, SDLC, Leadership, PMO, Software Development, Call Centers, Process Improvement, Series 7, Vendor Management, Cross-functional Team..., Business Process..., Product Management, Trading Systems, Back Office, Requirements Gathering, Visio, Portfolio Management

Education
St. Peter's College   1985 — 1989
Business Management

Mater Dei Prep

Erica Adams Erica Adams Greater Philadelphia Area Details
Erica Adams's Pershing, a BNY Mellon company Experience November 2010 - October 2013
Job Supervisor in Fund Financial Services at Vanguard
Industry Financial Services
Experience
Vanguard  October 2013 - Present
Pershing, a BNY Mellon company   November 2010 - October 2013
Pershing, a BNY Mellon Company   June 2006 - November 2010
PNC Managed Investments (formerly PFPC)   August 2004 - May 2006

Skills
Financial Services, Mutual Funds, Asset Management, Business Requirements, Corporate Actions, Analysis, Microsoft Excel, Separately Managed..., Business Planning, Business Testing, Cost Basis, Operational Efficiency, Operational Excellence, Security APL, Transaction Processing, Unified Managed Accounts

Education
Villanova University   2001 — 2004
MBA, Finance

Philadelphia University   1997 — 2001
Bachelors, Finance

Frank Manna Frank Manna Greater Philadelphia Area Details
Frank Manna's Pershing, a BNY Mellon company Experience July 2010 - June 2013
Job Strategic Account Manager at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software  October 2013 - Present
Pershing, a BNY Mellon company   July 2010 - June 2013
PNC Managed Investments (formerly ADVISORport)   2007 - July 2010
Vanguard  1998 - 2007

Skills
Customer Service, Business Strategy, Strategic Planning, Managing Accounts, Account Management, Operations Management, Separately Managed..., Project Management, Process Improvement, Financial Services, Risk Management, Vendor Management, Wealth Management, Product Management, Mutual Funds, Building Relationships, Trusted Business Partner, Client Retention..., Relationship Management, SaaS, Program Management, Portfolio Management, Management, Relationship Building

Education
Penn State University
MBA, New Ventures and Entrepreneurial Studies

St. Joseph's University
BS, Business Management

Bishop Eustace Preparatory School

Bhupinder Kang, PMP®, MBA Bhupinder Kang, PMP®, MBA Greater New York City Area Details
Bhupinder Kang, PMP®, MBA's Pershing, a BNY Mellon company Experience September 2011 - February 2012
Job Enterprise Project Manager at TD Ameritrade
Industry Information Technology and Services
Experience
TD Ameritrade  September 2013 - Present
TIAA-CREF  February 2012 - August 2013
Pershing, a BNY Mellon company   September 2011 - February 2012
Bank of America Merrill Lynch  May 2010 - September 2011
Consultant  2005 - 2009
Semiconductor Complex Ltd  January 2001 - June 2001

Skills
PMP, Business Analysis, PMO, Program Management, Financial Services, Business Process..., SDLC, Business Requirements, Requirements Gathering, User Acceptance Testing, Vendor Management, Software Project..., Visio, Project Delivery, Requirements Analysis, Project Portfolio..., MS Project, Process Improvement, Integration, SharePoint, Project Management, Management, Project Planning, ERP, Scrum

Education
Queen's School of Business   2009 — 2010
MBA, Finance

Punjab Technical University   1998 — 2002
B Tech, Computer Science & Engineering

Paula Koprowski Paula Koprowski Greater New York City Area Details
Paula Koprowski's Pershing, a BNY Mellon company Experience September 2010 - Present
Job Marketing executive accomplished in global marketing disciplines
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2010 - Present
The Bank of New York Mellon  November 2007 - February 2009
The Bank of New York  2003 - 2007
The Bank of New York  2000 - 2003
The Bank of New York  1999 - 2000
The Bank of New York  1995 - 1999
The Bank of New York  1990 - 1995

Skills
Financial Services, Marketing Strategy, Mutual Funds, Marketing, Securities, Strategic Planning, Asset Managment, Marketing Communications, Segmentation, Product Marketing, Equities, CRM, Business Relationship..., Collateral, Fixed Income, Integrated Marketing, Advertising, Brand Management, Investments, Marketing Management, Online Marketing, Strategy

Education
Queens College   1972 — 1974
BA, Psychology

Queen's College
Bachelor of Science (BS)

Omar Farooqui Omar Farooqui Greater New York City Area Details
Omar Farooqui's Pershing, a BNY Mellon company Experience June 2013 - February 2015
Job User Experience Designer at Razorfish Technology Platforms
Industry Internet
Experience
Razorfish Technology Platforms  March 2015 - Present
Pershing, a BNY Mellon company   June 2013 - February 2015
Daily Targum  September 2012 - May 2013
Pfizer  June 2012 - September 2012
myLink   August 2011 - November 2011
New Brunswick Computing Services  August 2008 - January 2011
CiBan   June 2007 - September 2007
Apple Store  February 2007 - June 2007
Independent Computer Consulting  January 2005 - January 2007

Skills
Mobile Applications, User Experience, Microsoft Office, Java, User Interface Design, HTML, Information Architecture, Photoshop, Dreamweaver, JavaScript, Wireframes, User Interface, Web Design, Usability, CSS, Agile Methodologies, Public Speaking, HTML + CSS, Illustrator, Group Leadership, Axure, Gift Baskets, Crochet, Axure RP, Computer Hardware, Mockups, Agile Project Management, Human Computer..., User Experience Design, Rapid Prototyping, Agile Testing, Adobe Fireworks, Offshore Management, Presenting to Clients, Presenting to Senior..., Presenting Proposals, Presenting Solutions, Problem Solving, SQL, Interaction Design, protoshare

Education
Rutgers University-New Brunswick   2007 — 2013
Information Technology

Rutgers, The State University of New Jersey-New Brunswick   2007 — 2013
Bachelor's degree, Internet Technology and Informatics, Senior

Edward K Samson Edward K Samson Phoenix, Arizona Details
Edward K Samson's Pershing, a BNY Mellon company Experience June 2006 - January 2008
Job Senior Engineer with Datawarehousing, Data Modelling, Mainframe, CICS, DB2 and Informatica PWC/PWX expertise
Industry Information Technology and Services
Experience
American Express  June 2014 - Present
Colonial Life  February 2014 - June 2014
BNY Mellon  January 2008 - December 2013
Pershing, a BNY Mellon company   June 2006 - January 2008
iNautix Technologies, a BNY Mellon Company   June 2005 - June 2006

Skills
JCL, DB2, COBOL, CICS, Mainframe, VSAM, Software Project..., SDLC, REXX, ISPF, IBM Mainframe, SPUFI, Quality Center, DB2 9.1, MVS, IBM Utilities, Testing, Performance Tuning, Requirements Gathering, ISPF Dialog Manager, Syncsort, C, C++, Objective C, VB.NET, Java, JavaScript, Requirements Analysis, Informatica, HP Quality Center, Unix

Education
Sathyabama Institute of Science and Technology   2001 — 2005
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering

St. James Matriculation Higher Secondary School, Trichy, Tamil Nadu, India   1999 — 2001
High School and Higher Secondary School, Mathematics, Physics and Chemistry

Erik Baker Erik Baker Philadelphia, Pennsylvania Details
Erik Baker's Pershing, a BNY Mellon company Experience July 2010 - June 2013
Job Technical Product Manager at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters  June 2014 - Present
Albridge Analytics, a BNY Mellon company   June 2013 - June 2014
Pershing, a BNY Mellon company   July 2010 - June 2013
Baldwin Investment Management, LLC   February 2008 - July 2010

Skills
SQL, Scrum, Product Management, Agile Methodolgy, Business Analysis, Business Intelligence, Data Analysis, Analytics, Business Process, SaaS

Education
Saint Joseph's University - Erivan K. Haub School of Business   2011 — 2013
MS, Business Intelligence

Millersville University of Pennsylvania   2003 — 2007
B.A., Economics

Frank Nalepka Frank Nalepka San Francisco Bay Area Details
Frank Nalepka's Pershing, a BNY Mellon company Experience May 1984 - May 1988
Job Financial Services Professional
Industry Financial Services
Experience
61 Associates LLC   September 1994 - October 2010
61 Associates LLC   May 1988 - September 1994
Pershing, a BNY Mellon company   May 1984 - May 1988

Education
County College of Morris   2012 — 2013
Certificafe of Achievement in Finance, Finance, General, 4.0

Saint Peter's University

Nora Delgado Nora Delgado Greater New York City Area Details
Nora Delgado's Pershing, a BNY Mellon company Experience July 2010 - May 2011
Job Senior Trainer/Project Manager/Financial Services
Industry Financial Services
Experience
Agilex Technologies  April 2013 - Present
Union Square Medical Associates   June 2011 - March 2013
Pershing, a BNY Mellon company   July 2010 - May 2011
State Street  January 2003 - January 2009
Deutsche Bank  January 2000 - January 2003

Education
University of Maryland College Park
Master's degree

Rutgers, The State University of New Jersey-Newark
BA

Université François Rabelais de Tours
French courses in Translation, Composition, Conversation and Grammar

Katie Collopy Katie Collopy Greater Philadelphia Area Details
Katie Collopy's Pershing, a BNY Mellon company Experience June 2007 - Present
Job Account Services Administrator at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 2007 - Present

Skills
Customer Relations, Microsoft Office, Excel, Investments, Customer Service, International Education, Microsoft Excel, Risk Management

Education
Rutgers University-New Brunswick   2003 — 2007
Bachelor of Art, Art History, Communications

Pennsauken High School

Cindy Kuo Cindy Kuo Greater New York City Area Details
Cindy Kuo's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Senior Analyst, Corp Development at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2015 - Present
Asset International  November 2012 - April 2015
Liquidity Solutions, Inc.   September 2011 - August 2012
Bloomberg  March 2011 - September 2011

Skills
Bloomberg Terminal, Bloomberg, Microsoft Excel, Data Analysis, Financial Analysis, VBA, Analysis, Finance, Financial Modeling, Valuation

Education
Rutgers, The State University of New Jersey-New Brunswick   2005 — 2009
Economics

Robert Mui Robert Mui Greater New York City Area Details
Robert Mui's Pershing, a BNY Mellon company Experience June 2005 - August 2005
Job Senior Desktop Support Analyst at EmblemHealth
Industry Information Technology and Services
Experience
EmblemHealth  September 2014 - Present
EmblemHealth  May 2013 - September 2014
EmblemHealth  April 2011 - May 2013
Protiviti  August 2007 - January 2011
HIP  June 2006 - August 2006
Pershing, a BNY Mellon company   June 2005 - August 2005
Rutgers University  September 2004 - September 2004

Skills
Active Directory, Technical Support, Help Desk Support, Access, Information Technology, Troubleshooting

Education
Rutgers University-New Brunswick   2002 — 2007
Bachelor of Science, Management Science and Information Systems

Paul Brignola Jr Paul Brignola Jr Greater New York City Area Details
Paul Brignola Jr's Pershing, a BNY Mellon company Experience July 1996 - Present
Job Vice President Financial Analyst Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 1996 - Present

Skills
PeopleSoft, Management, Project Management, Financial Analysis, Series 7, Business Analysis, Financial Services, Finance, Access, Business Process, Customer Service, Budgets, Business Planning, Executive Management, Financial Reporting, Outsourcing, PMO, Securities, Training, Equities

Education
Saint Peter's University   1996 — 1999
MBA, International Business

Saint Peter's University   1992 — 1996
BS, Accounting

Bergen Catholic High School   1988 — 1992

Corey Lawrence Corey Lawrence Greater Philadelphia Area Details
Corey Lawrence's Pershing, a BNY Mellon company Experience July 2015 - Present
Job Vice President Managed Investments @ Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2015 - Present
JPMorgan Chase  June 2014 - July 2015
Pershing  November 2011 - May 2014
Pershing  December 2010 - November 2011
Pershing  June 2009 - December 2010
Pershing  June 2007 - June 2009

Skills
Series 7, Series 66, Investment Advisory, Managed Accounts, Mutual Funds, Equities, Fixed Income, Trading, Customer Relations, Operations Management, Bloomberg, FINRA, Customer Service, Excel, Securities, ETFs, Investments, Portfolio Management, Process Improvement, Problem Solving, Word, Risk Management, Back Office, Microsoft Office, Asset Management, PowerPoint, Supervisory Skills, Team Building, AML, Product Management, Financial Services, Trading Systems, Separately Managed..., Asset Allocation, Alternative Investments, Series 63, Uniform Combined State..., Wealth Management, Investment Management, Investment Strategies

Education
Shippensburg University of Pennsylvania   2001 — 2005
BSBA, Business Administration - Marketing

William Fryer William Fryer Greater New York City Area Details
William Fryer's Pershing, a BNY Mellon company Experience May 1988 - February 1994
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  February 1994 - Present
J.P. Morgan Securities Inc.   1994 - 2007
Pershing, a BNY Mellon company   May 1988 - February 1994
Pershing, a BNY Mellon company   1986 - 1993
Egan Marrin Rubano   November 1983 - May 1988

Skills
Prime Brokerage, Middle Office, Reference Data, Collateral Management, DTC, Credit Derivatives, Swaps, Equity Derivatives, Fixed Income, Corporate Actions, Derivatives, Back Office, Equities, Settlement, Investment Banking, Banking

Education
Saint Peter's University   1995 — 1998
Business Management

Raymond Deely Raymond Deely Greater Philadelphia Area Details
Raymond Deely's Pershing, a BNY Mellon company Experience July 2014 - Present
Job Vice President at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2014 - Present
Pershing, a BNY Mellon company   June 2013 - July 2014
Pershing  October 2010 - June 2013
O'donnell's Pour House   March 2002 - October 2010

Skills
Series 7, Mutual Funds

Education
Shippensburg University of Pennsylvania   2006 — 2010
BSBA, Entrepreneurship, Management

michael pichowicz michael pichowicz United States Details
michael pichowicz's Pershing, a BNY Mellon company Experience 1980 - 1982
Job
Industry
Experience
Pershing, a BNY Mellon company   1980 - 1982

Education
Thomas Edison State College   2012 — 2014
Master of Arts (M.A.), Educational Leadership and Administration, General

Seton Hall University School of Law   1984 — 1987
Doctor of Law (J.D.), Law

Seton Hall University   1979 — 1983
Bachelor of Science (B.S.), Computer Science

Paul Antonaccio Paul Antonaccio Greater New York City Area Details
Paul Antonaccio's Pershing, a BNY Mellon company Experience March 1997 - February 2000
Job Vice President and Investment Officer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  January 2008 - Present
Brown Brothers Harriman  May 2001 - January 2008
The MDE Group, Inc  February 2000 - May 2001
Pershing, a BNY Mellon company   March 1997 - February 2000

Skills
Portfolio Management, Investments, Asset Allocation, Equities, Fixed Income, Alternative Investments, Series 63, Capital Markets, Bloomberg, Hedge Funds, Valuation, Financial Modeling, Derivatives, Asset Management, Securities

Education
Seton Hall University
Bachelor of Science (BS), Business Administration and Management, General

Seton Hall University
Master of Business Administration (MBA), Finance, General

Adriana Horne Adriana Horne Orlando, Florida Area Details
Adriana Horne's Pershing, a BNY Mellon company Experience August 2008 - December 2009
Job Events Services Professional
Industry Events Services
Experience
Pershing, a BNY Mellon company   August 2008 - December 2009

Education
Seminole State College
Web Design

Lynne Pendergast Lynne Pendergast Greater New York City Area Details
Lynne Pendergast's Pershing, a BNY Mellon company Experience April 2012 - Present
Job Systems Analyst at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2012 - Present
Pershing  April 2002 - April 2012
Pershing  August 1995 - April 2002
Pershing  December 1994 - August 1995
Smith Barney  February 1992 - December 1994
Colonial Savings Bank   July 1988 - April 1991
Merrill Lynch  September 1985 - January 1988
Crompton & Knowles  July 1983 - September 1985
Lincoln Federal Savings   September 1982 - July 1983

Education
St. Peter's College   2000 — 2004
MBA, Management, Management Information Systems

Chubb Institute   1991 — 1991
Certification, Programming

Douglass College   1978 — 1982
BA, Music performance

Eric Heath Eric Heath Greater New York City Area Details
Eric Heath's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Treasury Analyst at Omnicom Capital Inc.
Industry Marketing and Advertising
Experience
Omnicom Group  August 2014 - Present
Siena College Bjorklund Fund   September 2013 - May 2014
Pershing, a BNY Mellon company   June 2013 - August 2013
First Investors Corporation  June 2012 - August 2012

Skills
Bloomberg Terminal, Equity Research, Access, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Financial Accounting, Financial Reporting, Vehicle Leasing, Commercial Leasing, Capital Budgeting, Budget Forecasts, Financial Advisory, Microsoft Word, MIS, Google Docs, GIS, Alternative Investments, Google Calendar, Outlook, Google Sites

Education
Siena College   2010 — 2014
Bachelor of Science (BS), Finance, General, Cum Laude

John Jay High School   2006 — 2010

Joe Holleran Joe Holleran Jersey City, New Jersey Details
Joe Holleran's Pershing, a BNY Mellon company Experience January 2000 - March 2005
Job Technology Audit Director, Corporate Audit at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
Fidelity Investments  May 2009 - June 2013
Merrill Lynch  April 2005 - May 2009
Pershing, a BNY Mellon company   January 2000 - March 2005
Ernst & Young  June 1995 - December 1999

Skills
Risk Management, Internal Audit, Sarbanes-Oxley Act, IT Audit, Auditing, Operational Risk...

Education
St. Peter's College   1996 — 1999
Master of Science (MS), Accounting

St. Peter's College   1996 — 1999
Master of Business Administration (MBA), Management Information Systems

St. Peter's College   1992 — 1996
Bachelor of Science (BS), Accounting

Megan Falconi Megan Falconi Hopatcong, New Jersey Details
Megan Falconi's Pershing, a BNY Mellon company Experience September 2007 - Present
Job Supervisor Cost Basis Reporting at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2007 - Present

Skills
Microsoft Excel

Education
Seton Hall University
Bachelor of Arts (B.A.), Economics

Kevin Bertscha, CPA Kevin Bertscha, CPA Freehold, New Jersey Details
Kevin Bertscha, CPA's Pershing, a BNY Mellon company Experience October 1998 - Present
Job Managing Director, Internal Audit Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 1998 - Present
Planet Financial Inc.   January 2002 - December 2009
Bankers Trust Company  June 1993 - October 1998
Johnson & Johnson  January 1991 - May 1993

Skills
Accounting, Internal Audit, Finance, Brokerage, Risk Management, Risk Assessment

Education
Rutgers, The State University of New Jersey - Rutgers Business School   1989 — 1993
Bachelor of Science (B.S.), Accounting

Daniel Erdlen Daniel Erdlen Conshohocken, Pennsylvania Details
Daniel Erdlen's Pershing, a BNY Mellon company Experience July 2007 - April 2014
Job Private equity analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co.   April 2014 - Present
Pershing, a BNY Mellon company   July 2007 - April 2014
Pershing, a BNY Mellon company   May 2005 - June 2007
Pershing, a BNY Mellon company   November 2003 - April 2005

Skills
Equities, Asset Management, Financial Services, Fixed Income, Investments, Mutual Funds

Education
Saint Joseph's University   1999 — 2003
Bachelor of Science (B.S.), Finance, General

Jennyqua Young Jennyqua Young Jersey City, New Jersey Details
Jennyqua Young's Pershing, a BNY Mellon company Experience October 2012 - Present
Job Student at St. Peter's College
Industry Hospital & Health Care
Experience
Pershing, a BNY Mellon company   October 2012 - Present

Skills
Teamwork, Active Learning, General Office Skills, Communication, Active community member, Diligent and responsible, Proficient Typing Skills, Proficient Communicator, Data Entry, Proficient in Microsoft...

Education
Saint Peter's University   2013 — 2017

William L. Dickinson High school   2009 — 2013
High school Diploma

Moin Hydari Moin Hydari Greater New York City Area Details
Moin Hydari's Pershing, a BNY Mellon company Experience 2003 - 2005
Job Trading Desk Analyst at ZBI Services Switzerland
Industry Financial Services
Experience
ZBI Services Switzerland   2012 - 2014
Ziff Brothers Investments  2006 - 2012
GlobeOp Financial Services  2005 - 2006
Pershing, a BNY Mellon company   2003 - 2005

Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Options, Securities, Hedge Funds, Portfolio Management, Bonds, Trading, Investments, Investment Banking, FX Options, Mutual Funds, Securities Lending

Education
Seton Hall University
Bachelor's Degree, Finance

Avinash Sookdeo Avinash Sookdeo Greater New York City Area Details
Avinash Sookdeo's Pershing, a BNY Mellon company Experience October 2014 - June 2015
Job Prime Support at Pershing, a BNY Mellon company
Industry Medical Practice
Experience
Pershing, a BNY Mellon company   October 2014 - June 2015

Skills
Photoshop, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Leadership, English, Customer Service, CPR Certified

Education
Seton Hall University   2015 — 2019
Bachelor of Science (B.S.), Biology, General

James J. Ferris High School   2011 — 2015
International/Global Studies

Atia Batool Atia Batool Jersey City, New Jersey Details
Atia Batool's Pershing, a BNY Mellon company Experience October 2013 - August 2014
Job Work Study Athletics Department at Saint Peter's University
Industry Accounting
Experience
Saint Peter's University  September 2014 - Present
Pershing, a BNY Mellon company   October 2013 - August 2014

Skills
type 50 words per..., Build Strong..., strong excellence..., Technical Ability, Numerical Ability, Conceptual Ability, ability to organize,..., meet new challenges, Self-confidence, Self Learning, self-motivated, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Editing

Education
Saint Peter's University   2014 — 2018
Accounting and Business/Management

William L. Dickinson High School

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