Pershing, a BNY Mellon company

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Pershing, a BNY Mellon company Employees

Employee
Years
Job
Industry
Kady Edwards, MBA Kady Edwards, MBA Orlando, Florida Area Details
Kady Edwards, MBA's Pershing, a BNY Mellon company Experience September 2012 - March 2013
Job Deconversion Billing Analyst at Fidelity National Income Services
Industry Financial Services
Experience
FIS  August 2015 - Present
FIS  March 2013 - July 2015
Pershing, a BNY Mellon company   September 2012 - March 2013
The Walt Disney Company  June 2012 - September 2012
The Walt Disney Company  January 2012 - June 2012
American Automobile Association (AAA) National Office   March 2011 - November 2011
Stetson University  September 2010 - March 2011
Stetson Alumni House   March 2010 - March 2011
ACS, a Xerox Company  February 2009 - June 2009
ACS, a Xerox Company  August 2008 - February 2009

Skills
Microsoft Excel, Access, Social Networking, Financial Analysis, PowerPoint, Microsoft Office, Research, Analysis, QuickBooks, Finance, Budgets, Microsoft Word, Account Reconciliation, Management

Education
Stetson University   2009 — 2011
Master, Business Administration

The University of the West Indies, Mona   2004 — 2007
Bachelor of Social Science, Economics

kim kiu kim kiu Greater Philadelphia Area Details
kim kiu's Pershing, a BNY Mellon company Experience February 2011 - Present
Job Operations Analyst Managed Investments
Industry Financial Services
Experience
Pershing, a BNY Mellon Company   February 2011 - Present
BNY Mellon Global Investment Servicing   January 2009 - February 2011
BNY Mellon Global Investment Servicing   January 2007 - December 2008
PNC BANK  August 2005 - December 2006
McNeil Consumer Healthcare  December 2005 - June 2006
Independence Blue Cross  October 2005 - December 2005

Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accountant investment..., APL- trading platform, Macro, Data Analysis, Data Entry, Outlook, Lotus Notes, Archer MSA trading..., Accounting, Trade settlements, Account Reconciliation

Education
Temple University - Fox School of Business and Management   2002 — 2006
Bachelor, Business Administration; Accounting & Finance

Ricardo Camacho Ricardo Camacho Greater New York City Area Details
Ricardo Camacho's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Vice President Web delivery at Pershing, a BNY Mellon company
Industry Computer Software
Experience
Pershing, a BNY Mellon company   April 2014 - Present
UNSi  January 2012 - March 2014
IPNetZone Communications Inc.   September 2009 - December 2011
Synersis   August 2006 - January 2009
JEECOM EUROPE LTD   January 2005 - July 2006
Handware solutiond LTDA   February 2005 - June 2006
UNIVERSITY OF CAUCA   August 2003 - December 2004
Universidad del Cauca  June 2002 - July 2003

Skills
Eclipse, Java, Java Enterprise Edition, Web Services, MySQL, XML, Telecommunications, JavaScript, UML, PHP, JSP, Spring, Hibernate, AJAX, C#, Linux, Tomcat, JBoss Application Server, Apache, Oracle, jQuery, Cloud Computing

Education
Universidad del Cauca   1999 — 2005
B.S. Electronics and Telecommunications Engineer, Telecommunications, Electronics

Juan Llano, MSA Juan Llano, MSA Orlando, Florida Area Details
Juan Llano, MSA's Pershing, a BNY Mellon company Experience January 2007 - Present
Job Assistant Vice President Mutual Funds at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2007 - Present
Pershing, a BNY Mellon company   May 2008 - April 2011
Pershing, a BNY Mellon company   January 2007 - March 2008
Sentry Management Inc.  June 2006 - December 2006
Jordyn Tailor Properties   October 2003 - August 2004

Skills
Series 7, Series 63, Mutual Funds, Account Reconciliation, Operations Management, Team Building, Internal Controls, Accounting, Microsoft Excel, FINRA, Securities, Equities, Fixed Income, Wealth Management, Bloomberg, Investments, Alternative Investments, Strategic Planning, Customer Service

Education
University of Central Florida   2012 — 2014
Master of Science (M.S.), Accounting

University of Central Florida   2004 — 2007
Bachelor’s Degree, Accounting and Finance, 3.86

Brian Diaz Brian Diaz New York, New York Details
Brian Diaz's Pershing, a BNY Mellon company Experience August 2012 - May 2013
Job Licensed Real Estate Salesperson at MNS Real Estate
Industry Real Estate
Experience
MNS  March 2015 - Present
LYMLIFE INC   January 2010 - Present
MNS  2015 - 2015
Morgan Stanley  January 2014 - March 2014
Pershing, a BNY Mellon company   August 2012 - May 2013
JPMorgan Chase  January 2010 - August 2012
Legends of Basketball Florida   April 2011 - September 2011
University of Central Florida  October 2007 - December 2009
Champs Sports  February 2006 - August 2008

Skills
•Knowledge of..., •Knowledge of..., •Strategic Management..., •Bilingual in English..., •Proficient in..., Sales Management, Customer Service, Retail, Microsoft Office, Data Analysis, Budgets, Training, Marketing, Blogging, Sales, Microsoft Word, Banking, Accounting, Finance, Insurance, Investments, Financial Services, Microsoft Excel, Research, Mutual Funds, Spanish

Education
University of Central Florida   2007 — 2011
B.S.B.A, Finance

HEDAYET ISLAM HEDAYET ISLAM Greater New York City Area Details
HEDAYET ISLAM's Pershing, a BNY Mellon company Experience November 2008 - Present
Job Customer Service Associate II (Custody Operations)
Industry Financial Services
Experience
Pershing, a BNY Mellon company   November 2008 - Present
The Depository Trust & Clearing Corporation  April 2001 - November 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Lotus Notes, NetX360, Internal Audit, Stock Take Off Report, Securities, Financial Services, Business Analysis

Education
Technical Career Institutes
Associate's degree, Digital Media Arts & Accounting

Yaniel Chavez Yaniel Chavez Orlando, Florida Details
Yaniel Chavez's Pershing, a BNY Mellon company Experience 2010 - 2013
Job Margin Analyst at Pershing (Bank of New York Mellon Company)
Industry Financial Services
Experience
Pershing (Bank of New York Mellon Company)   2013 - Present
Pershing, a BNY Mellon company   2010 - 2013
Orange County Business Development   June 2008 - September 2010

Skills
Portfolio Management, Equities, Series 7, Banking, Fixed Income, Value Investing, Chartered Financial..., Income statement analyis, Excel VBA Coding

Education
University of Central Florida   2005 — 2009
Bachelor of Science (B.S.), Finance

Passed CFA level I & II

Douglas Friese Douglas Friese Greater Philadelphia Area Details
Douglas Friese's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Operations Analyst Development Program, JPMorgan
Industry Banking
Experience
J.P. Morgan   July 2014 - Present
Pershing, a BNY Mellon company   June 2013 - August 2013
Asset-Map, Inc.   February 2013 - June 2013
AXA Advisors  December 2012 - May 2013
ReminderMedia  May 2012 - August 2012
Private Lessons  June 2008 - May 2012
DL Media  May 2010 - August 2010

Skills
Research, Editing, Writing, Technology, Data Mining, Social Media, Photoshop, Report Creation, Leadership, Analytical Skills, Microsoft Office, Cross-functional Team..., Sales, Marketing Communications

Education
Temple University - Fox School of Business and Management   2009 — 2014
Bachelor of Business Administration, Marketing, 3.63, Cum Laude

West Chester East High School   2005 — 2009
3.75

Lydia T. Bailey Lydia T. Bailey Philadelphia, Pennsylvania Details
Lydia T. Bailey's Pershing, a BNY Mellon company Experience June 2009 - August 2009
Job HR Consultant at U.S. Environmental Protection Agency
Industry Human Resources
Experience
US Environmental Protection Agency (EPA)   July 2010 - Present
Temple University  January 2010 - April 2011
Temple University SHRM   2010 - 2011
Temple University Disability Resources and Services   October 2008 - May 2010
Pershing, a BNY Mellon company   June 2009 - August 2009
Pershing  June 2007 - August 2008

Skills
Employee Relations, Organizational..., Human Resources, Recruiting, Labor Relations, Management, New Hire Orientations, Project Management, Training, Succession Planning

Education
Temple University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Human Resource Management, Management Information Systems

Rebecca Rosati Rebecca Rosati Orlando, Florida Details
Rebecca Rosati's Pershing, a BNY Mellon company Experience July 2010 - April 2012
Job Senior Financial Analyst Investments (Mergers and Acquisitions) at Xenia Hotels and Resorts
Industry Financial Services
Experience
Xenia Hotels & Resorts  February 2015 - Present
Signature Flight Support  October 2013 - February 2015
Pershing Advisor Solutions  April 2012 - October 2013
Pershing, a BNY Mellon company   July 2010 - April 2012
BB&T  July 2009 - July 2010

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Customer Service, Outlook, Public Speaking, Acquistions, Financial Analysis, Accounting

Education
University of Central Florida - College of Business Administration   2014 — 2016
Master of Business Administration (MBA), Finance, General

University of Central Florida   2005 — 2009
Bachelor of Science, Advertising and Public Relations

Kizel Lewis Kizel Lewis Orlando, Florida Details
Kizel Lewis's Pershing, a BNY Mellon company Experience March 2014 - Present
Job Securities Lending Operations Specialist
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2014 - Present
Raymond James Financial Inc.  February 2013 - May 2013
Just Leathers   June 2008 - August 2010
Red Bull  January 2008 - June 2008

Skills
Leadership, Microsoft Excel, Sales

Education
University of Central Florida   2010 — 2013
Bachelor of Business Administration (BBA), Finance

Simeon Revales Simeon Revales Miami/Fort Lauderdale Area Details
Simeon Revales's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Sales Manager at Hoop Culture Inc
Industry Financial Services
Experience
Hoop Culture Inc  August 2015 - Present
Pershing, a BNY Mellon company   June 2015 - August 2015
Hoop Culture Inc  June 2014 - June 2015
University of Central Florida  August 2014 - April 2015
Academic Services for Student Athletes at UCF   June 2014 - August 2014
D.E.B.S. Foundation   June 2013 - March 2014
Thiel College  August 2013 - December 2013
Thiel College  August 2013 - December 2013
Lanexco Inc.   June 2013 - August 2013
UCF Athletics  August 2012 - May 2013

Skills
Graphic Design, InDesign, Illustrator, Web Design, Microsoft Office, Photoshop, Dreamweaver, Web Development, Marketing, HTML 5, Flash Animation, CSS3, Tutoring, Youth Mentoring, Social Media

Education
University of Central Florida   2012 — 2016
Finance / Information Technology

Michael Willson, CIA, CFE, CFSA Michael Willson, CIA, CFE, CFSA Orlando, Florida Details
Michael Willson, CIA, CFE, CFSA's Pershing, a BNY Mellon company Experience September 2015 - Present
Job Senior Fund Accountant at The Bank of New York Mellon
Industry Accounting
Experience
Pershing, a BNY Mellon company   September 2015 - Present
Bank of New York Mellon  April 2012 - Present
Bank of New York Mellon  July 2008 - April 2012
Bank of New York Mellon  November 2007 - July 2008
The Walt Disney Company  2002 - 2007
Target  1998 - 2000

Skills
Financial Analysis, Accounting, Asset Management, Microsoft Office, Equities, Investments, ETFs, Mutual Funds, Portfolio Management, Derivatives, Microsoft Excel, Financial Reporting, Access, Account Reconciliation, Finance, Fund Accounting, Risk Management, Hedge Funds, PowerPoint, Outlook, Microsoft Word, Time Management, Customer Service

Education
Webster University   2010 — 2012
Master of Business Administration (M.B.A.), General, 3.6/4.0

Peru State College   2013 — 2015
Bachelor's Degree, Accounting, 3.6/ 4.0

University of Central Florida   2000 — 2006
Bachelor's Degree, Managment, 2.9/4.0

Benjamin Weinstock Benjamin Weinstock Miami/Fort Lauderdale Area Details
Benjamin Weinstock's Pershing, a BNY Mellon company Experience July 2012 - June 2014
Job Equity Trader at Trillium Management
Industry Financial Services
Experience
Trillium Management   August 2014 - Present
Pershing, a BNY Mellon company   July 2012 - June 2014
FX Renew   August 2011 - May 2012
Capstone Forex   August 2011 - May 2012
Young Investors Club @ UCF   August 2010 - April 2012
LEAD Scholars Program   April 2010 - August 2011
Summit Wealth Management  May 2011 - July 2011
Marcus & Millichap  January 2011 - May 2011

Skills
Investments, Equities, Trading, FX, Economics, Equity Research

Education
University of Central Florida   2008 — 2012
Bachelors, Finance

Charlene Polden Charlene Polden Orlando, Florida Area Details
Charlene Polden's Pershing, a BNY Mellon company Experience February 2015 - Present
Job Corporate Actions
Industry Financial Services
Experience
Pershing, a BNY Mellon company   February 2015 - Present
Pershing, a BNY Mellon company   January 2014 - February 2015
DSM Services, Inc.   October 2012 - December 2013
Doudney Sheet Metal Works   November 2010 - October 2012

Skills
Customer Service, Research, Billing Process, Accounts Payable, Accounts Receivable, Dispatching, Payroll Services, Adjustments, Collections, Microsoft Word, Microsoft Office, Data Entry, Microsoft Excel

Education
University of Central Florida   2008 — 2012
Social Sciences B.S., Interpersonal Communication Minor, Magna Cum Laude

University of Central Florida
Master of Business Administration (M.B.A.), Business Administration

Monique Tsitas (Assal) Monique Tsitas (Assal) Orlando, Florida Area Details
Monique Tsitas (Assal)'s Pershing, a BNY Mellon company Experience May 2011 - Present
Job CSD Operational Efficiency at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   May 2011 - Present
BNY Mellon  October 2004 - May 2011

Skills
Equities, Investments, Management, Process Improvement, Team Building, Financial Analysis, Project Management, Microsoft Excel, Vendor Management

Education
University of Central Florida   1996 — 2004
Bachelor of Business Administration (BBA), Management Information Systems, General

Renee Steffen Renee Steffen Port Orange, Florida Details
Renee Steffen's Pershing, a BNY Mellon company Experience August 2007 - April 2014
Job Insurance Agent at JS Sherman & Associates
Industry Insurance
Experience
JS Sherman and Associates   April 2014 - Present
Pershing, a BNY Mellon company   August 2007 - April 2014

Skills
Major Medical Health..., Insurance, Financial Services, Customer Service, Investments, Fixed Annuities, Risk Management, Analysis, Health Insurance, Team Building, Microsoft Office, Problem Solving, Sales, Skilled Multi-tasker

Education
University of Phoenix   2009 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

University of Central Florida   2004 — 2007
Business Administration and Management, General

Shawn Rodgers Shawn Rodgers Greater New York City Area Details
Shawn Rodgers's Pershing, a BNY Mellon company Experience July 2015 - Present
Job Vice President, Product Development at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2015 - Present
Albridge, an Affiliate of Pershing  June 2006 - August 2015

Skills
Problem Solving, Data Analysis, Management, Data Management, PL/SQL, Public Speaking, Data Quality, Sales, Team Mentoring, Strategic Planning, Data Mining, SQL, Business Analysis, Oracle, Business Intelligence, Business Development, ETL Tools, Business Intelligence..., Data Warehousing, Data Warehouse..., Financial Services, Leadership, Requirements Gathering, Business Requirements, Relationship Management, Series 7, Vendor Management

Education
The College of New Jersey   2002 — 2006
Bachelor of Science, Finance

Danny Khounnala Danny Khounnala Lake Mary, Florida Details
Danny Khounnala's Pershing, a BNY Mellon company Experience August 2014 - Present
Job Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2014 - Present
Tax by Sam   October 2013 - June 2014
Ke`aki Technologies  January 2013 - July 2013

Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Research, Event Planning, Leadership, Social Networking, Sales, Public Speaking, Time Management, Social Media, Teamwork, Management

Education
University of Central Florida

University of Central Florida
General Business

Michelle Cheng Michelle Cheng Greater New York City Area Details
Michelle Cheng's Pershing, a BNY Mellon company Experience April 2010 - December 2012
Job Product Solutions at FolioDynamix
Industry Financial Services
Experience
FolioDynamix  April 2015 - Present
iLEVEL Solutions  April 2014 - April 2015
Thomson Reuters  December 2012 - April 2014
Pershing, a BNY Mellon company   April 2010 - December 2012
Pershing, a BNY Mellon company   July 2009 - April 2010
UBS  June 2008 - August 2008
KCG Holdings, Inc. / Knight Capital Group   April 2007 - May 2008
Eze Castle Integration  May 2006 - April 2007

Education
Stevens Institute of Technology   2008 — 2009
Graduate Certificate, Global Innovation Management

Stevens Institute of Technology   2005 — 2009
Bachelor of Science (B.S.), Business Technology & Economics

Eric Parrasch Eric Parrasch Greater New York City Area Details
Eric Parrasch's Pershing, a BNY Mellon company Experience May 2012 - August 2012
Job Associate at Capco
Industry Marketing and Advertising
Experience
Capco  January 2015 - Present
HNW  June 2013 - August 2013
Pershing, a BNY Mellon company   May 2012 - August 2012

Education
The University of Edinburgh   2010 — 2014
(MA) Honours Business Management, Business Management, First Class Degree

Justin Solomon Justin Solomon Orlando, Florida Area Details
Justin Solomon's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  February 2015 - Present
Adecco Group  May 2014 - February 2015
Frontier Communications  September 2013 - May 2014
Pershing, a BNY Mellon company   June 2013 - August 2013
McDonald's Corporation  August 2010 - June 2013
McDonald's Corporation  April 2010 - August 2010

Skills
Management, Accounting, Financial Accounting, Strategy, Business Analysis, Financial Modeling, Forecasting, Corporate Tax, Leadership, Critical Thinking, Customer Service, Sports, Microsoft Excel, Microsoft Office, Cost Accounting, Organization, Financial Reporting, US GAAP, US GAAP reporting, Annual Reports, Stock Market, Time Management, Research, Data Analysis, Public Speaking

Education
Stetson University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Alfonso Pinedo Alfonso Pinedo Greater New York City Area Details
Alfonso Pinedo's Pershing, a BNY Mellon company Experience March 2004 - January 2005
Job Operations Engineering Analyst at Pearson Technology
Industry Information Technology and Services
Experience
Pearson plc  July 2013 - Present
Citi  June 2012 - July 2013
The TriZetto Group  January 2011 - April 2012
IDT Corporation  December 2007 - January 2011
Mobilitie  August 2007 - October 2007
Desert Medical Group   August 2007 - August 2007
Empaxis Data Management LLC   February 2007 - August 2007
Deutsche Bank  April 2006 - June 2006
UBS Investment Bank  May 2005 - March 2006
Pershing, a BNY Mellon company   March 2004 - January 2005

Skills
Data Analysis, Microsoft Excel, VBA, Access, Databases, Excel, XML, SQL, Python, Selenium Webdriver, Microsoft Access, Google App Script, Web Design, JavaScript, PHP, XHTML, CSS, Joomla, Programming, Web Hosting, Data Mining, Web Content Management, Software Documentation, Networking, Analysis, Google Apps, Deep Web Research, Process Improvement, SDLC

Education
Taylor Business Institute   2002 — 2004
Associates, Network and System Administration/Administrator

Al Diovanni Al Diovanni Greater New York City Area Details
Al Diovanni's Pershing, a BNY Mellon company Experience April 2015 - Present
Job Senior Software Engineer and Applications Programmer/Analyst and Project Lead and Systems Analyst at Pershing
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company   April 2015 - Present
NJ Transit  August 2014 - March 2015
Express Scripts  May 2013 - August 2013
JPMorgan Chase  February 2012 - September 2012
UBS Wealth Management  June 2011 - January 2012
City of New York  March 2011 - June 2011
Citi  May 2010 - December 2010
Morgan Stanley Wealth Management  September 2007 - February 2010
UBS Wealth Management  September 2006 - September 2007
Citi  June 2006 - August 2006

Skills
IBM Mainframe, Application Development, Production Support, COBOL, SAS, Easytrieve, DB2, QMF, JCL, Syncsort, CICS, VSAM, Stored Procedures, ISPF, MVS, TSO, REXX, CLIST, IBM Assembler, Unix, ISPF Dialog Manager, Fileaid, Endevor, Serena Changeman, Expediter, Intertest, ISPF DIALOG MANAGER, SQL, FTP, SFTP, NDM, Business Analysis, SDLC, Data Warehousing, ETL, Debugging, XML

Education
Saint John's University
BS, Computer Science/Math, 3.7

State University of New York College at Plattsburgh
BS, Computer Science, 3.7

Charlene Rago Charlene Rago Greater New York City Area Details
Charlene Rago's Pershing, a BNY Mellon company Experience December 2012 - April 2013
Job Entrepreneur Making a Living, Living!
Industry Financial Services
Experience
Pershing, a BNY Mellon company   December 2012 - April 2013
Merrill Lynch  January 2007 - November 2012

Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Securities, FINRA, Asset Allocation, Mutual Funds, Retirement Planning

Education
University of Central Florida   2003 — 2005
Bachelor's degree, Finance

n/a

Eric Bondar Eric Bondar New York, New York Details
Eric Bondar's Pershing, a BNY Mellon company Experience July 2009 - September 2013
Job Product Manager at FolioDynamix
Industry Financial Services
Experience
FolioDynamix  September 2013 - Present
Pershing, a BNY Mellon company   July 2009 - September 2013
New York City Transit  December 2008 - May 2009
Lehman Brothers  2007 - August 2008
Lehman Brothers  2005 - 2007

Skills
Trading, Equities, Fixed Income, Mobile Strategy, Mobile Technology, Mobile Design, Mobile Devices, Strategic Planning, Product Development, Product Management, Requirements Gathering, Analysis, Data Analysis, SDLC, Microsoft Office, Visio, Software Project..., Sales, Broker-Dealer, Broker-Dealer Operations, Trading Systems, Third Party Vendors, Customer Engagement, Product Demonstration, Mobile Applications, Market Data, Enterprise Software, Business Development

Education
Stevens Institute of Technology   2004 — 2009
Computer Engineering, Computer Engineering

Stevens Institute of Technology   2004 — 2009
Masters of Systems Engineering, Systems Engineering

Bismark Polley, Jr. Bismark Polley, Jr. Greater New York City Area Details
Bismark Polley, Jr.'s Pershing, a BNY Mellon company Experience August 2010 - May 2011
Job Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2012 - Present
Credit Suisse  June 2011 - August 2011
Pershing, a BNY Mellon company   August 2010 - May 2011
BNY Mellon  June 2010 - August 2010

Skills
Project Management, Leadership Development, Data Analysis, Business Analysis, Fixed Income

Education
Stevens Institute of Technology   2008 — 2012
B.E., Mechanical Engineering, Aerospace Engineering

Frank H. Morrell High School

Vadim Pilipenko Vadim Pilipenko Orlando, Florida Area Details
Vadim Pilipenko's Pershing, a BNY Mellon company Experience August 2010 - Present
Job Corporate Action Analyst at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2010 - Present
Pershing, a BNY Mellon company   August 2007 - August 2010
Siemens Energy  December 2006 - September 2007
SL & Y, LLC   November 2005 - September 2006

Skills
Microsoft Office, Finance, Securities, Back Office, Equities, Fixed Income, Settlement, Financial Services, Trading, Investments, Financial Markets, Portfolio Management, Financial Analysis, Business Analysis, Risk Management, Microsoft Excel, Relationship Management, Process Improvement, Project Management, Customer Service, Banking, Management, Analysis, Financial Risk, Corporate Actions, Account Reconciliation, Accounting, Negotiation, Securities Lending, Bonds, Global Custody, Market Risk, Options, Account Management, Operational Risk, Dividends, DTC, Cash Management, Asset Allocation, Euroclear, Operational Risk..., Data Analysis, SWIFT payments, Accounts Payable, Forecasting

Education
University of Central Florida   2012 — 2014
Master of Business Administration (MBA), Finance, General, GPA 3.75

University of Central Florida   2003 — 2007
Bachelor of Science in Finance, Accounting and Finance

Christopher Schuette Christopher Schuette Tampa/St. Petersburg, Florida Area Details
Christopher Schuette's Pershing, a BNY Mellon company Experience September 2013 - November 2014
Job Accountant for System Soft Technologies
Industry Accounting
Experience
System Soft Technologies, LLC  June 2015 - Present
Keefe McCullough  November 2014 - April 2015
Pershing, a BNY Mellon company   September 2013 - November 2014
Pershing, a BNY Mellon company   October 2009 - September 2013
Stetson University  August 2007 - May 2009

Skills
Financial Analysis, Mutual Funds, Equities, Investments, Financial Services, Finance, Microsoft Excel, Business Analysis, Microsoft Office, Customer Service, Social Media, Management, Accounting, Auditing, Public Speaking, Leadership, Financial Statements

Education
Stetson University   2005 — 2009
Bachelor's of Accounting and Information Systems, Accounting

Jason Strouse Jason Strouse Winter Springs, Florida Details
Jason Strouse's Pershing, a BNY Mellon company Experience May 2014 - Present
Job Prime Broker Operations
Industry Investment Banking
Experience
Pershing, a BNY Mellon company   May 2014 - Present
BNY Mellon  February 2013 - May 2014
Wells Fargo Home Mortgage  June 2012 - January 2013
Wells Fargo Home Mortgage  December 2011 - June 2012
Convergys  September 2011 - December 2011
Citizens Bank of Florida  August 2008 - September 2011

Education
University of Central Florida   2005 — 2011
Bachelor's degree, Interdisciplinary Studies

Bing Lang Bing Lang Greater New York City Area Details
Bing Lang's Pershing, a BNY Mellon company Experience February 2014 - June 2014
Job MBA in Innovation and Entreprenuership
Industry Management Consulting
Experience
Howe School of Technology Management, Stevens Institute of Technology   September 2013 - December 2014
Pershing, a BNY Mellon company   February 2014 - June 2014
Beijing Kingbase Information Technology INC.   September 2011 - January 2013
Beijing Oheray Information Technoloy LLC   November 2009 - April 2010

Skills
Java, Business Analysis, Data Analysis, Microsoft Excel, SQL, Project Management, Strategy, Research, Business Strategy, C, HTML, SAS, Leadership, Human centered Design, Business Development, Organizational..., Marketing Strategy, Market Research, Strategic Planning, Marketing, Program Management, Start-ups, PowerPoint, Microsoft Word

Education
Stevens Institute of Technology   2013 — 2014
Master of Business Administration (MBA) in Technology Management, Innovation and Entreprenuership, 3.975/4.0

University of Science and Technology Beijing   2006 — 2010
Bachelor of Engineering (BEng), Computer Science

Brittany Crowley Brittany Crowley Lake Mary, Florida Details
Brittany Crowley's Pershing, a BNY Mellon company Experience September 2014 - Present
Job Corporate Events Specialist at Pershing, LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2014 - Present
An Affair to Remember  March 2013 - Present
Pershing, a BNY Mellon company   January 2011 - September 2014
Northwestern Mutual  July 2010 - December 2010
Chase Freeman, P.A.   July 2008 - July 2010

Skills
Sales, PowerPoint, Event Planning, Organizational..., Creative Problem Solving, Coordination, Creativity, Project Coordination, Manage Client..., Time Management, Outlook, Microsoft Excel, Budgets, Litigation, Civil Litigation, Training, Coaching, Finance, Accounting, Risk Management, Lotus Notes, Customer Service, Spokesperson, Public Speaking

Education
University of Central Florida   2002 — 2006
Bachelor of Science (B.S.), Pre-Law Studies

Zain Shahid, MBA Zain Shahid, MBA Orlando, Florida Details
Zain Shahid, MBA's Pershing, a BNY Mellon company Experience May 2008 - February 2015
Job BDS Account Manager, Sr. at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2015 - Present
Pershing, a BNY Mellon company   May 2008 - February 2015
Bank Atlantic  August 2007 - May 2008

Skills
Analysis, Financial Analysis, Customer Service, Sales, Banking, Finance, Team Leadership, Management, Microsoft Excel, Project Management, Outlook, Risk Management, Financial Services, Access, Microsoft Office, Budgets, PowerPoint, Public Speaking, Strategic Planning, Negotiation, Team Building, Leadership, Microsoft Word, English, Research, Windows, Teaching, Editing

Education
University of Central Florida   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

University of Central Florida   2005 — 2008
Bachelor of Science (BS), Finance, General

Aitchison College

Amber Kolendo Amber Kolendo Lake Mary, Florida Details
Amber Kolendo's Pershing, a BNY Mellon company Experience November 2007 - Present
Job Business Analyst for Direct Broker Services at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   November 2007 - Present

Education
University of Central Florida

Cedric Bennett Jr. Cedric Bennett Jr. Greater New York City Area Details
Cedric Bennett Jr.'s Pershing, a BNY Mellon company Experience January 2015 - Present
Job Project Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2015 - Present
Pershing, a BNY Mellon company   August 2013 - December 2014
Trax Capital Management   August 2012 - February 2013
Applied Strategy Incorporated-Team Competitive Advantage   August 2012 - December 2012
Pershing  April 2012 - August 2012
Wells Fargo  January 2012 - June 2012
Marcus & Millichap  August 2011 - January 2012

Skills
Group Presentations, Real Estate, Research, Word, People Skills, Open-minded, Able To Work Under..., Self-driven, Natural Leader, Curiosity, Eager To Learn, Perceptive, Initiator, Decisiveness, Focus On Results, Stress Resistant, Personal Service, Multitasker, Team Motivator, Microsoft Word, Investments, Leadership, Finance, Focus Groups, Open Minded, Time Management, Stress Management

Education
University of Central Florida   2010 — 2012
Bachelor's of Science of Business Administration, Finance, Real Estate, & Leadership Studies

Tallahassee Community College   2008 — 2010
Associate of Arts (Honors), Business

Alexandra Betrone-Harpst Alexandra Betrone-Harpst Orlando, Florida Area Details
Alexandra Betrone-Harpst's Pershing, a BNY Mellon company Experience January 2014 - May 2015
Job Global Collateral Services
Industry Financial Services
Experience
BNY Mellon  May 2015 - Present
Orlando Magic  December 2011 - August 2015
Pershing, a BNY Mellon company   January 2014 - May 2015
Institute for Economic Competitiveness   May 2010 - January 2014
A1a Advantage, LLC   January 2010 - November 2013
University of Central Florida  June 2012 - June 2013
University of Central Florida  May 2011 - August 2011
Hilton Garden Inn  May 2010 - August 2010
Kroger  September 2008 - August 2009
Heston's   2009 - 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Prezi, Archtics Ticketing..., Aremos data management..., Leadership, Customer Service, Facebook, Research, Social Networking, Teamwork, Management, Event Planning, Time Management, Fundraising, Spanish, Market Research, Access, Public Speaking, Social Media Marketing, Outlook, Event Management, Marketing, Team Leadership, Analysis, Critical Thinking, Sales, Forecasting, Data Analysis, Public Relations, Marketing Communications, Budgets

Education
ICN Business School   2012 — 2013
Bachelor of Business Administration (BBA), International Business

University of Central Florida   2009 — 2013
BSBA, Finance, Magna Cum Laude/GPA 3.856

Ochuko Atavwigho Ochuko Atavwigho Greater New York City Area Details
Ochuko Atavwigho's Pershing, a BNY Mellon company Experience September 2013 - Present
Job Global Clearance (Buyins)
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2013 - Present
Pershing, a BNY Mellon company   February 2013 - Present
Credit Suisse  May 2011 - August 2012
Pershing, a BNY Mellon company   September 2010 - May 2011
Morgan Stanley Smith Barney  July 2010 - September 2010
Credit Suisse  March 2010 - June 2010
Pershing, a BNY Mellon company   July 2002 - March 2010

Skills
User Acceptance Testing, Fixed Income, Equities, Quality Center, Quality Assurance, Analysis, Business Requirements, Testing, Databases, Asset Management, Mutual Funds, Management, System Testing, Integration, Back Office, Bloomberg, Business Analysis, Derivatives, FX Options, Financial Services, Hedge Funds, Middle Office, Options, Portfolio Management, Reference Data, Regression Testing, SDLC, Settlement, Test Cases, Test Planning, HP Quality Center

Education
University of Benin
BS, Business Admin

Sarika Ram Sarika Ram Oviedo, Florida Details
Sarika Ram's Pershing, a BNY Mellon company Experience June 2015 - August 2015
Job Operations Assistant at Executive Auto Body
Industry Financial Services
Experience
Executive Auto Body   January 2013 - Present
Pershing, a BNY Mellon company   June 2015 - August 2015

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Computer Proficiency, PowerPoint, Research, Teamwork, Public Speaking, English, Leadership, Strategic Planning, Bloomberg, Customer Service, Management

Education
Stetson University   2014 — 2018
Finance

Lake Howell High School   2010 — 2014

Leon Nansaram Leon Nansaram Saint Cloud, Florida Details
Leon Nansaram's Pershing, a BNY Mellon company Experience November 2013 - Present
Job Recovery Plan Manager
Industry Financial Services
Experience
Pershing, a BNY Mellon company   November 2013 - Present

Education
University of Central Florida   2007 — 2011
Bachelor of Science (B.S.), Finance, General

Valencia Community College   2004 — 2007
Associate of Arts (A.A.), Management Information Systems, General

Robert Koch Robert Koch Greater New York City Area Details
Robert Koch's Pershing, a BNY Mellon company Experience December 2013 - April 2015
Job Retirement Income Product Manager at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation  April 2015 - Present
Pershing, a BNY Mellon company   December 2013 - April 2015
UBS Wealth Management  June 2006 - December 2013
Accenture  November 2002 - June 2006
Skanska USA Building Inc.  September 2001 - November 2002

Skills
Investments, Wealth Management, Financial Services, Mutual Funds, Risk Management, Chartered Retirement..., Series 7, Series 66, Retirement Plans, Data Management and..., Marketing, Business Development, Project Management, Morningstar, Asset Allocation, Investment Advisory, Strategic Financial..., Web Design, Data Mining, Pensions, Retirement Plan Fee..., IRAs, Defined Contribution, Target Date Funds, Financial Advisors, Retirement Planning, Strategy, Retirement, Financial Advisory, Series 63, Financial Planning

Education
Stevens Institute of Technology   2007 — 2010
Masters, Management of Information Systems

University of Notre Dame   1998 — 2001
BA, Finance (Minor in Computer Applications)

Giovanna De Armas Giovanna De Armas Orlando, Florida Details
Giovanna De Armas's Pershing, a BNY Mellon company Experience May 2010 - January 2011
Job Assistant Vice President International Settlements at Pershing LLC
Industry Financial Services
Experience
Pershing LLC  January 2011 - April 2014
Pershing, a BNY Mellon company   May 2010 - January 2011
Pershing, a BNY Mellon company   March 2008 - May 2010
Popular Community Bank  December 2006 - March 2008
Popular Community Bank  September 2002 - May 2006

Skills
Back Office, International..., Equities, Fixed Income, Operational Risk, Training, System Testing, Euroclear, Operations Management, Settlement, Loans, Securities, Banking, Financial Services, Risk Management, Customer Service, Financial Analysis

Education
University of Central Florida   2001 — 2006
Bachelor's Degree, Finance, General

Nicholas Hession Jr Nicholas Hession Jr Greater New York City Area Details
Nicholas Hession Jr's Pershing, a BNY Mellon company Experience September 2014 - April 2015
Job Financial Services Professional
Industry Financial Services
Experience
Broadridge  April 2015 - Present
Pershing, a BNY Mellon company   September 2014 - April 2015
Broadridge Financial Solutions  2007 - September 2014
HSBC  January 2005 - January 2007
Broadridge Financial Solutions  June 1996 - January 2005

Skills
Product Management, Quality Assurance, Data Conversion, Cash Management, Money Market Funds, ACH, Sweep Accounts, Checks, Debit Cards, Mutual Funds, Financial Statements, Third Party Vendor..., Microsoft Excel, Microsoft Office, Payments, Business Analysis, Fixed Income, Vendor Management, SDLC

Education
St. John's University   1989 — 1993
Bachelor of Science (B.S.), Marketing

Paul Polese Paul Polese Greater New York City Area Details
Paul Polese's Pershing, a BNY Mellon company Experience 2002 - 2005
Job VP, Business Development at Wealth Access, Inc.
Industry Financial Services
Experience
Wealth Access, Inc.   May 2015 - Present
Placemark Investments (Acquired by Envestnet)   February 2014 - May 2015
Black Diamond Performance Reporting, LLC (Acquired by Advent Software)   2010 - 2013
Charles Schwab Institutional  2005 - 2010
Pershing, a BNY Mellon company   2002 - 2005

Skills
Product Management, New Business Development, Business Strategy, SaaS, Financial Services, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Securities, Management

Education
Springfield College   1993 — 1996

John Jay High School

Kyle Gregory Kyle Gregory Orlando, Florida Area Details
Kyle Gregory's Pershing, a BNY Mellon company Experience September 2007 - November 2010
Job President / CoFounder at Give Back Nation
Industry Marketing and Advertising
Experience
Give Back Nation   October 2013 - Present
GB Consulting  October 2010 - Present
Pershing, a BNY Mellon company   September 2007 - November 2010
Lowe's  July 2006 - August 2007
UPS  March 2002 - July 2006

Skills
Fundraising, Team Building, Strategic Planning, Customer Service, Customer Relations, Organizational..., Training, Management, Leadership, Team Leadership, Program Management, Nonprofits, Coaching, Marketing

Education
University of Central Florida   2001 — 2006
Bachelors of Science, Business Management

Chris Glisson Chris Glisson Orlando, Florida Area Details
Chris Glisson's Pershing, a BNY Mellon company Experience April 2010 - February 2014
Job Securities Lending Operations at Pershing, a BNY Mellon company
Industry Financial Services
Experience
BNY Mellon  February 2014 - Present
Pershing, a BNY Mellon company   April 2010 - February 2014
Pershing  February 2009 - April 2010
Starmer Ranaldi Inc.   January 2009 - February 2010
University of Central Florida  June 2008 - December 2008
Ameriprise Financial  February 2008 - June 2008
University of Central Florida Athletics Association  January 2007 - April 2007
Walt Disney World  November 2005 - February 2006
The UPS Store  May 2002 - September 2002

Skills
Recruiting, Marketing Strategy, Advertising, Strategic Planning, Process Improvement, Leadership, CRM, Project Planning, Management, PowerPoint, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Facebook, Fundamental Analysis, Event Planning, Investments, Business Development, Outlook, Social Media, Microsoft Word, Accounting, Sales, Financial Analysis, Marketing, Time Management, Data Analysis

Education
University of Central Florida - College of Business Administration   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Louis Bruccoleri Louis Bruccoleri Greater New York City Area Details
Louis Bruccoleri's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Examiner
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   July 2015 - Present
Financial Industry Regulatory Authority  July 2014 - July 2015
Pershing, a BNY Mellon company   June 2013 - August 2013
Financial Industry Regulatory Authority (FINRA)   May 2012 - August 2012
Financial Industry Regulatory Authority (FINRA)   January 2012 - May 2012

Skills
Work Ethic, Securities Regulation, Securities, Risk Management, Multitasking Skills, Microsoft Excel, Fixed Income, Financial Modeling, Financial Analysis, Finance, FINRA

Education
St. Francis College   2010 — 2014
Bachelor of Science (B.S.), Finance

Xaverian Highschool   2006 — 2010
Advanced Regents Diploma

Marselly Almanzar Marselly Almanzar New York, New York Details
Marselly Almanzar's Pershing, a BNY Mellon company Experience October 2008 - June 2009
Job Liberty View Corporate Housing Leasing Associate
Industry Real Estate
Experience
Milford Management  October 2014 - Present
Starbucks  May 2014 - October 2014
The College of New Jersey  August 2012 - December 2013
UrbanPromise Trenton   May 2013 - August 2013
The College of New Jersey  August 2010 - May 2012
Pershing, a BNY Mellon company   October 2008 - June 2009
Goldman Sachs  June 2008 - August 2008

Skills
Research, Microsoft Office, PowerPoint, Time Management, Leadership, Management, Event Planning, Public Speaking, Social Media, Program Management

Education
The College of New Jersey   2009 — 2014
Bachelor of Business Administration (BBA), Business Management

James J. Ferris High School

Prasad Sonawane, MBA Prasad Sonawane, MBA Greater New York City Area Details
Prasad Sonawane, MBA's Pershing, a BNY Mellon company Experience January 2014 - July 2014
Job Strategy | Consulting | Brand Management | Marketing | Product Management | Experienced MBA Seeking Opportunity
Industry Management Consulting
Experience
Pershing, a BNY Mellon company   January 2014 - July 2014
Vidyo  April 2014 - May 2014
Futran Solutions   August 2012 - July 2013
Sodexo  August 2011 - July 2012
Stevens Institute of Technology  May 2011 - April 2012
Stevens Institute of Technology  March 2011 - May 2011

Skills
Project Management, Cross-functional Team..., Strategy, Salesforce.com, Multi-channel Marketing, Communication Skills, Energetic Leader, Business Development, Microsoft Office, Persuasive Presentations, Social Media Marketing, Market Research, Project Planning, Leadership, Management, Active Learning, New Business Development, Medical Marketing, Enthusiasm to learn, Brand Management, Analytics, Data Analysis, Business Intelligence, SEO/SEM Marketing, Team Building, Microsoft Excel, Microsoft Word, PowerPoint, Marketing Strategy, Social Media, Customer Service, Public Speaking, Product Management, Business Analysis, Digital Marketing, Strategic Planning, Advertising, Marketing Communications, Competitive Analysis, Forecasting, Account Management, Photoshop, Event Management, Pharmaceutical Industry, Data Mining, SEO, SEM

Education
Stevens Institute of Technology   2013 — 2015
Master of Business Administration (M.B.A.), Marketing

Stevens Institute of Technology   2010 — 2012
Master’s Degree, Business Administration and Management, General (Major: Pharmaceutical Management)

University   2005 — 2009
Bachelor's Degree, B.S.: Pharmacy (Pharmaceuticals)

Steven Odierna Steven Odierna Greater New York City Area Details
Steven Odierna's Pershing, a BNY Mellon company Experience April 2013 - Present
Job Vice President Business Development at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2013 - Present
J.P. Morgan (formerly Bear Stearns)   September 2004 - September 2012
Harrisdirect (formerly CSFBdirect, DLJdirect, and PC Financial Network a service of Pershing)   1993 - 2004

Skills
Series 7, Series 63, Series 65, Series 4, Series 8, Series 24, Product Development, Product Management, Registered Investment..., Brokerage, Strategic Analysis, Business Analysis, Market Research, Team Building, Contract Negotiation, Vendor Management, Client Interfacing, Budget, Alternative Investments, Capital Markets, Equities, Fixed Income, Budgets, Wealth Management, Trading, FINRA, Financial Markets, Derivatives, Hedge Funds, Electronic Trading, Prime Brokerage, Mutual Funds, Securities, CRM, Options, Trading Systems, Proprietary Trading, Financial Services, Analysis, Equity Trading, Investments

Education
New York University - Leonard N. Stern School of Business   1994 — 1999
MBA, Finance

Syracuse University   1985 — 1989
BS, Finance & Marketing Management

The Bronx High School of Science   1981 — 1985

Bonnie Harper Bonnie Harper Saint Petersburg, Florida Details
Bonnie Harper's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Equity Sector Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2014 - Present
Roland George Investments Program  August 2013 - May 2014
Pershing, a BNY Mellon company   June 2013 - August 2013
Stetson University  August 2012 - May 2013
West Volusia Wealth Management Group, P.A.   June 2011 - September 2011

Skills
Analysis, Time Management, Finance, Customer Service, Teamwork, Microsoft Office, Social Media, Coaching, Public Speaking, Facebook, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Research, Marketing, Event Management, Accounting, Project Planning, Process Scheduler, Business Analysis, Access, Bloomberg Terminal, Morningstar, Financial Analysis, Budgets

Education
Stetson University   2011 — 2014
Bachelor of Business Administration, Finance, Psychology

University of Innsbruck   2012 — 2012
Finance

University of Florida   2010 — 2011
Bachelor of Business Administration, Finance

Deland High School   2006 — 2010
High School Diploma, International Baccalaureate

Jared Cohen Jared Cohen Greater Philadelphia Area Details
Jared Cohen's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Senior Associate, Client Solutions Consultant at Pershing, a BNY Mellon company
Industry Banking
Experience
Pershing, a BNY Mellon company   January 2015 - Present
Pershing, a BNY Mellon company   May 2014 - Present

Education
Temple University   2004 — 2010
B.B.A, Finance

Daniel Negut Daniel Negut Orlando, Florida Area Details
Daniel Negut's Pershing, a BNY Mellon company Experience October 2012 - Present
Job Java Enterprise Application Architect at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 2012 - Present
Marriott Vacation Club International  August 2005 - August 2012
Valpak  November 2011 - February 2012
Wyndham Vacation Ownership  October 2006 - January 2007

Skills
Websphere, Hibernate, Spring, Java Enterprise Edition, Struts, Web Services, XML

Education
Universitatea „Politehnica” din București   2000 — 2002
Master of Science (MS), Mathematics

Universitatea din București   1995 — 1999
Bachelor of Science (BS), Computer Science & Mathematics

Steve Harts Steve Harts Buffalo, New York Details
Steve Harts's Pershing, a BNY Mellon company Experience 1982 - 1989
Job Financial Advisor/Sr. Vice President at Winthrop Financial Inc.
Industry Financial Services
Experience
Winthrop Financial Inc.   January 2012 - Present
Harold C. Brown & Co. LLC   July 1989 - December 2011
Pershing, a BNY Mellon company   1982 - 1989

Education
SUNY Brockport   1978 — 1982
Bachelor of Science, Business Administration

Half Hollow Hills High School   1975 — 1978

Andrew Sy Andrew Sy Greater Philadelphia Area Details
Andrew Sy's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Risk Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
Bloomberg LP  December 2014 - May 2015
Fluent Grp  December 2014 - May 2015
Raging Mammoth   August 2013 - May 2015
AXA  February 2015 - April 2015
Lockwood Advisors, Inc.   June 2014 - August 2014
Pershing, a BNY Mellon company   June 2014 - August 2014

Education
University of Arizona   2011 — 2015
Bachelor of Arts (B.A.), Economics

University of California, Los Angeles   2010 — 2011

Lower Merion High School   2007 — 2011

2015 Level I Candidate in the CFA Program

Christian Bongiorno Christian Bongiorno Staten Island, New York Details
Christian Bongiorno's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job M.A. Student at Johns Hopkins SAIS
Industry International Affairs
Experience
Pershing, a BNY Mellon company   June 2014 - August 2014
U.S. International Trade Commission   January 2014 - May 2014
America Reads South Miami Community Center   August 2013 - December 2013
Gravante and Looby LLP   June 2013 - August 2013

Skills
Microsoft Office Suite..., International Relations, Economics, Microsoft Office, Spanish, SPSS, Nutrition, Policy Analysis, Research, Political Science, Public Policy, Intercultural..., International..., Policy, PowerPoint, Public Speaking, Event Planning, Microsoft Excel, Microsoft Word, Stata, Social Networking

Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)   2015 — 2017
Master of Arts (M.A.), International Relations and Affairs

University of Miami   2011 — 2015
Bachelor of Arts (B.A.), International Studies and Economics

American University   2014 — 2014
Washington Semester Program, Global Economics and Business

Xaverian High School   2007 — 2011
High School, International Baccalaureate

Rick Palmisano Rick Palmisano Orlando, Florida Details
Rick Palmisano's Pershing, a BNY Mellon company Experience March 2013 - Present
Job Mutual Fund Trade Desk at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2013 - Present
Bank of America  July 2012 - March 2013
Morgan Stanley Smith Barney  June 2010 - August 2010

Skills
Microsoft Excel, Portfolio Management, Credit, Finance, Mutual Funds, Sales, Leadership

Education
State University of New York College at Oneonta   2010 — 2012
Bachelor's degree, Business/Managerial Economics

Valencia Community College   2008 — 2009
Associate's degree, General Studies

Judy Shear Tribucher Judy Shear Tribucher Greater New York City Area Details
Judy Shear Tribucher's Pershing, a BNY Mellon company Experience May 1997 - March 1999
Job Compliance Specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch  April 2015 - Present
Bank of America Merrill Lynch  December 2004 - April 2015
Robert R. Meredith & Co   March 1999 - December 2004
Pershing, a BNY Mellon company   May 1997 - March 1999
Pershing, a BNY Mellon company   November 1995 - May 1997

Education
Tulane University   1991 — 1995
BA, Economics

Danielle Shapiro Danielle Shapiro Trenton, New Jersey Details
Danielle Shapiro's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Compliance Intern at Novartis
Industry Medical Devices
Experience
The College of New Jersey  August 2015 - Present
Novartis  June 2015 - Present
The College of New Jersey  September 2013 - May 2015
Pershing, a BNY Mellon company   June 2014 - August 2014
Wakefern Food Corp.  April 2010 - August 2013

Skills
Product Complaints, Compliance, GMP, Microsoft Word, Microsoft Office, Teamwork, Event Planning, Customer Service, Microsoft Excel, C++, Data Entry, Phone Etiquette, PSpice

Education
The College of New Jersey   2012 — 2016
Bachelor of Science in Biomedical Engineering, Biomedical/Medical Engineering, Junior

Morris Knolls High School   2009 — 2012

Patrick Fenlon Patrick Fenlon Orlando, Florida Details
Patrick Fenlon's Pershing, a BNY Mellon company Experience June 2014 - August 2014
Job Advisory Services Intern at EY
Industry Financial Services
Experience
EY  June 2015 - August 2015
Crossman & Company  January 2015 - April 2015
Pershing, a BNY Mellon company   June 2014 - August 2014
Lockheed Martin  January 2013 - September 2013
Bags Inc.  June 2011 - April 2013

Skills
Microsoft Excel, Leadership, Finance, Financial Analysis, PowerPoint, Analysis, Microsoft Office, Microsoft Word, Market Research, Strategy, Training, Data Analysis, Competitive Analysis, Access, Financial Modeling, Business Analytics, Data Analytics, Customer Service, Social Networking

Education
University of Central Florida   2011 — 2015
Student, Finance and Marketing

Dr. Phillips High School   2007 — 2011
High School Diploma, Center for International Studies

Tennyson Schwartz Tennyson Schwartz Orlando, Florida Area Details
Tennyson Schwartz's Pershing, a BNY Mellon company Experience June 2011 - August 2011
Job Project Engineering Associate at Mitsubishi Power Systems Americas
Industry Higher Education
Experience
Mitsubishi Hitachi Power Systems Americas, Inc.   May 2013 - Present
University of Central Florida  May 2014 - August 2014
Fluent Grp  August 2013 - August 2014
Fluent Grp  March 2013 - May 2013
BNY Mellon  May 2012 - August 2012
University of Central Florida  August 2011 - August 2012
Pershing, a BNY Mellon company   June 2011 - August 2011
Universal Orlando Resort  March 2011 - June 2011

Skills
Research, Engineering, Data Analysis, SolidWorks, Team Leadership, Management, Critical Thinking, Time Management, Matlab, Public Speaking, CFD, Project Management, Event Planning, Microsoft Office, Adobe LiveCycle, Renewable Energy, Star-CCM+, Resource Management, Information Management, Process Improvement, LabVIEW, HVAC Design

Education
University of Central Florida   2010 — 2015
Bachelor of Science (B.S.), Mechanical Engineering

Coursera

Heather Meneses Heather Meneses Orlando, Florida Area Details
Heather Meneses's Pershing, a BNY Mellon company Experience May 2014 - Present
Job Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   May 2014 - Present

Skills
Sales Management, Building Relationships, Customer Satisfaction, Sales Process, NetSuite, Salesforce.com, Social Networking, Social Media, Team Leadership, B2B, Leadership, Sales, Selling, New Business Development, Sales Operations, Strategic Planning, Business Development, Coaching, Lead Generation, Cold Calling, Marketing, Direct Sales, CRM, Account Management, Marketing Strategy, Sales Presentations

Education
University of Central Florida - College of Business Administration   2008 — 2012
BSBA, Marketing with Sales Track, Finance

Candice Moultrie Jackson Candice Moultrie Jackson Jersey City, New Jersey Details
Candice Moultrie Jackson's Pershing, a BNY Mellon company Experience January 2011 - May 2014
Job Business Program Manager
Industry Financial Services
Experience
Pride Technologies  January 2015 - Present
Pershing, a BNY Mellon company   January 2011 - May 2014
Morgan Stanley  January 2006 - June 2009
Countrywide Home Loans  January 2005 - July 2005

Skills
Project Portfolio..., PMO, SDLC, Business Analysis, PMP, Risk Management, Project Delivery, Financial Services, Vendor Management, Stakeholder Management, Software Project..., Business Process..., Series 63, Series 7, Schedules, Project Management

Education
Georgetown University
Bachelor of Science (BS), International Relations and Affairs

Universidad de León
Certificate, Spanish and Iberian Studies

Reshma Mahajan Reshma Mahajan Greater New York City Area Details
Reshma Mahajan's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Financial services
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2014 - Present
Pershing, a BNY Mellon company   September 2012 - March 2014
Pershing (BNY Mellon)   October 2010 - October 2011
National Financial  October 2007 - October 2010
Fidelity Investments  November 2004 - September 2007
Fidelity Investments  November 2004 - June 2006

Skills
Series 7, Series 63, Business Analysis, Product Management, Product Development, project management, Process Development, Sales Support, Sales Process, Branches

Education
State University of New York College at Buffalo   2001 — 2003
MASTERS, ECON

Zachary Zeman Zachary Zeman Altamonte Springs, Florida Details
Zachary Zeman's Pershing, a BNY Mellon company Experience August 2015 - August 2015
Job Finance
Industry Financial Services
Experience
Fit Body Boot Camp  September 2013 - Present
Pershing, a BNY Mellon company   August 2015 - August 2015
Maximo Nivel  May 2015 - June 2015
Pershing  June 2014 - August 2014
Junior Achievement of Central Florida  January 2014 - May 2014
Mead Botanical Garden (Formerly Friends of Mead Botanical Garden)   February 2013 - April 2013
Second Harvest Food Bank  January 2013 - January 2013
Swim America Swim School   August 2009 - August 2010

Skills
Sports Coaching, Cpr Certified, Sports Management, Stress Management, Physical Therapy, Soccer, Baseball, Strength Training, Sports Marketing, Public Speaking, Dance, Functional Training, Microsoft Office, Leadership, Marketing, Social Networking, Microsoft Excel, Strategic Planning

Education
University of Central Florida   2012 — 2014
Bachelor of Science (BS), Finance, General

UNF
Finance, Banking, Corporate, Finance, and Securities Law

Jon Feinstein Jon Feinstein Greater New York City Area Details
Jon Feinstein's Pershing, a BNY Mellon company Experience August 2004 - June 2014
Job Senior Account Executive at Gartner
Industry Financial Services
Experience
Gartner  September 2015 - Present
SIGNiX  April 2015 - September 2015
Pershing, a BNY Mellon company   August 2004 - June 2014
Pershing, a BNY Mellon company   January 1997 - August 2004
PC Financial Network   April 1995 - January 1997
Lanyi Research   May 1994 - April 1995

Skills
Series 7, Securities, Series 63, FINRA, Financial Services, Product Management, Wealth Management, Relationship Management, Equities, New Business Development, Alternative Investments, Hedge Funds, Options, Asset Management, Portfolio Management, Investments, Financial Markets, Electronic Trading, Trading, Asset Allocation, Equity Trading, Capital Markets, Pragmatic Marketing...

Education
Syracuse University   1987 — 1991
Bachelor's Degree, Political Science and Government

John F. Kennedy   1983 — 1987
High School

Curtis Stecyk Curtis Stecyk Houston, Texas Area Details
Curtis Stecyk's Pershing, a BNY Mellon company Experience June 2013 - August 2013
Job Procurement Associate
Industry Oil & Energy
Experience
ExxonMobil  August 2014 - Present
Stevens Institute of Technology  October 2010 - Present
Stevens Institute of Technology  August 2013 - May 2014
Student Athlete Advisory Committee  January 2012 - 2014
Stevens Institute of Technology  August 2010 - 2014
Pershing, a BNY Mellon company   June 2013 - August 2013
Stevens Institute of Technology  August 2012 - May 2013
Pershing, a BNY Mellon company   June 2012 - August 2012
UBS  May 2012 - May 2012
Niwot High School  August 2008 - April 2010

Skills
PowerPoint, MS Project, Bloomberg Terminal, Microsoft Office, Microsoft Project, Labview, Matlab, Getting The Job Done, SAS, Leadership, Team Leadership, Teamwork

Education
Stevens Institute of Technology   2010 — 2014
Bachelor of Engineering (BEng), Mechanical Engineering, Quantitative Finance, Senior

Niwot High School   2006 — 2010
International Baccalaureate and High School Diplomas, Higher Levels - Physics, Psychology, English --- Standard Levels - Spanish, Economics, Mathematics

Christopher Calise Christopher Calise Orlando, Florida Area Details
Christopher Calise's Pershing, a BNY Mellon company Experience April 2014 - May 2015
Job Portfolio Manager Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2015 - Present
Pershing, a BNY Mellon company   April 2014 - May 2015
PCE ● Investment Banking ● Valuations ● Advisory   December 2013 - April 2014
JHT, Inc.   September 2013 - December 2013
UCF/Lockheed Martin  January 2012 - August 2013

Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Performance Management, Logistics, Finance, Analysis

Education
University of Central Florida   2009 — 2013
Bachelor of Science, Finance, 3.90 GPA

William Spada William Spada Florham Park, New Jersey Details
William Spada's Pershing, a BNY Mellon company Experience November 2011 - August 2012
Job Account Services Intern at McCann Echo
Industry Marketing and Advertising
Experience
The College of New Jersey  April 2013 - Present
McCann Echo  May 2015 - August 2015
Philadelphia Insurance Companies  September 2014 - December 2014
McCann Echo Torre Lazur  June 2013 - August 2013
Pershing, a BNY Mellon company   November 2011 - August 2012

Skills
Team Leadership, Time Management, Social Networking, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Research, Teamwork, Public Relations, Social Media Marketing

Education
The College of New Jersey   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General

Universidad de Alcalá   2014 — 2015
Spanish

Morgan Sullivan Morgan Sullivan Tampa, Florida Details
Morgan Sullivan's Pershing, a BNY Mellon company Experience October 2012 - February 2015
Job Associate Marketing Coordinator at CapTrust Advisors, LLC
Industry Marketing and Advertising
Experience
CapTrust Advisors, LLC  March 2015 - Present
Pershing, a BNY Mellon company   October 2012 - February 2015
Platinum Fundraising  August 2012 - October 2012
Stetson University  August 2010 - June 2012
Stetson University  August 2008 - June 2009
Western Warehouse  August 2007 - August 2008

Skills
Microsoft Office, Social Networking, Social Media Marketing, Fundraising, Social Media, Marketing, Advertising, Public Relations, Research, Facebook, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Event Planning

Education
Stetson University   2008 — 2011
Marketing, Marketing

Stetson University   2008 — 2011
Bachelor, Business Administration; Marketing

University of Innsbruck   2010 — 2010

Stetson University

Gregory Cheng Gregory Cheng San Francisco, California Details
Gregory Cheng's Pershing, a BNY Mellon company Experience December 2014 - Present
Job Vice President | Business Development Officer
Industry Financial Services
Experience
Pershing, a BNY Mellon company   December 2014 - Present
Sterne Agee  August 2011 - August 2014
Morgan Stanley Wealth Management  July 2005 - August 2011
Byron Hoyt   1996 - 2005

Skills
Entrepreneurship, Wealth Management, Financial Advisory, Team Building, Asset Allocation, Leadership, Marketing Communications, Strategic Planning, Organizational Culture, Sales Management, Retirement Planning, Investments, Nonprofits, Organizational..., Change Management, People Development, Development Of Employees, Training Delivery, Talent Management, Leadership Development, Training, Program Management, Instructional Design

Education
University of California, Davis   1983 — 1990
BA, MA, Music (Conducting)

Paul Doelger Paul Doelger Greater New York City Area Details
Paul Doelger's Pershing, a BNY Mellon company Experience 1999 - 2010
Job Head of Information Governance, Risk and Control
Industry Financial Services
Experience
BNY Mellon  2010 - Present
Pershing, a BNY Mellon company   1999 - 2010
Citi  1994 - 1999
Northrop Grumman Corporation  1983 - 1994

Skills
Risk Management, Hedge Funds, Derivatives, Fixed Income, Testing, Capital Markets, Asset Management, Equities, Portfolio Management, Financial Services, Banking, Financial Risk, Bloomberg, Operational Risk, FX Options, Process Improvement

Education
The Polytechnic Institute of New York University
Master of Science (MS), Computer Science

The Polytechnic Institute of New York University
Bachelor of Science (BS), Electrical Engineering

Delia Najera-Ortiz Delia Najera-Ortiz Lake Mary, Florida Details
Delia Najera-Ortiz's Pershing, a BNY Mellon company Experience April 2013 - Present
Job International Settlements Client Processing Associate III at Pershing, a BNY Mellon company
Industry International Trade and Development
Experience
Pershing, a BNY Mellon company   April 2013 - Present
Stetson University  August 2010 - July 2011
Sun Trust Bank  April 2005 - November 2006
Bank One  October 2000 - July 2003
AAA Auto Club South  March 2000 - October 2000

Skills
Financial Analysis, Customer Service, Banking, Finance, Investments, Microsoft Excel, PowerPoint, Portfolio Management, Microsoft Office, Loans, Spanish, Leadership, Commercial Banking, Commercial Lending, Credit, Credit Cards, Tax Preparation, Authorization, Accounts Payable, Chargebacks, Cross Selling, Notary Public, Home Equity Lines of..., Estate Accounts, Trust Accounts, Financial Services, Customer Satisfaction, CRM, Sales, Microsoft Word, Management, Analysis, Time Management, Research, Teamwork, Social Networking, Marketing, Data Analysis

Education
Stetson University   2010 — 2014
Bachelor's Degree, International Business

Universidad Central de Costa Rica   1996 — 1997
Tourism and Travel Services Management

American Business Academy   1994 — 1996
Tourism and Travel Services Management

Mindy Heller Mindy Heller Orlando, Florida Area Details
Mindy Heller's Pershing, a BNY Mellon company Experience July 2014 - Present
Job Customer Processing Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2014 - Present
Aon Hewitt  October 2012 - October 2013
Sheraton Orlando Downtown  May 2012 - August 2012
Plastic Surgery of Palm Beach   November 2009 - August 2011

Skills
Hospitality, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Access, Databases, Employee Benefits, Social Networking, Teamwork, Sales, Social Media, Public Speaking

Education
University of Central Florida   2010 — 2014
Bachelor of Science (BS), Finance, General

Alexa Napolitano Alexa Napolitano Greater New York City Area Details
Alexa Napolitano's Pershing, a BNY Mellon company Experience June 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2014 - Present
St. John's University, Student Government Office   June 2012 - June 2014
Goldman Sachs  May 2013 - August 2013
Pershing, A BNY Mellon Company   June 2012 - August 2012

Skills
Microsoft Office, Written & Oral..., Online Research, Strategic Planning, Leadership, Management, Social Networking, Social Media, Editing, PowerPoint, Event Planning, Fundraising, Research, Analysis

Education
Saint John's University - Peter J. Tobin College of Business   2010 — 2014
Bachelor of Science (B.S.), Management, 3.98/4.00

Stuart Hancox Stuart Hancox Austin, Texas Area Details
Stuart Hancox's Pershing, a BNY Mellon company Experience February 2014 - August 2014
Job UX Design Consultant / Information Architect at MetLife
Industry Insurance
Experience
MetLife  August 2014 - Present
Pershing, a BNY Mellon company   February 2014 - August 2014
ADP  September 2003 - July 2013

Skills
Usability Testing, Interaction Design, Prototyping, User Experience, Task Analysis, User Interface, Human Factors, iRise, Heuristic Evaluation, Personas, User-centered Design, Usability Design, Information Architecture, Human-computer..., User Interface Design, Information Design, Wire Framing, Contextual Inquiry, Visio, Requirements Gathering, Requirements Analysis, Ideation, Agile, Rapid Prototyping, User Scenarios, Focus Groups, Competitive Analysis, Photoshop, Business Intelligence, Mobile Devices, Web Design, Usability, Web Applications, Mobile Applications, Software Design, Human Computer..., User Research, Agile Methodologies, Usability Engineering, SnagIt, Persona, CMS, CSS, Agile Project Management, Captivate, OmniGraffle, Scrum, Wireframes, User Experience Design, jQuery

Education
University of Arkansas at Fayetteville   1993 — 1998
MFA, Literary Translation, 3.9 GPA

The University of Manchester   1989 — 1993
BA Hons, Middle Eastern Studies, First Class Honors

John Andrews, CIMA®, CRPS® John Andrews, CIMA®, CRPS® Dallas, Texas Details
John Andrews, CIMA®, CRPS®'s Pershing, a BNY Mellon company Experience June 2000 - May 2002
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors  March 2011 - Present
Allianz Global Investors  February 2009 - March 2011
Allianz Global Investors  September 2007 - February 2009
Merrill Lynch  July 2005 - September 2007
Court TV  June 2002 - March 2005
Pershing, a BNY Mellon company   June 2000 - May 2002

Education
State University of New York College at Oneonta   1996 — 2000
BS, Business Economics

Joseph Felicetti Joseph Felicetti Greater New York City Area Details
Joseph Felicetti's Pershing, a BNY Mellon company Experience April 1998 - January 2005
Job Vice President, Service Quality Manager at Pershing Advisor Solutions LLC
Industry Financial Services
Experience
Pershing Advisor Solutions LLC  October 2011 - Present
Pershing Advisor Solutions LLC  January 2008 - October 2011
Pershing Advisor Solutions LLC  January 2005 - January 2008
Pershing, a BNY Mellon company   April 1998 - January 2005

Skills
Series 63, Series 7, Client Service, Process Improvement, Customer Service, Securities, Series 24, 529 Plans, Leadership Development, Product Launch, Team Management, Mutual Funds, Back Office, Relationship Management, FINRA, Financial Services, Options, Equities, Fixed Income, Settlement, Trading Systems, Prime Brokerage, Wealth Management, Client Services, Alternative Investments, Electronic Trading, Portfolio Management, Risk Management, Trading, Asset Management, Bonds, Equity Trading, Bloomberg, Hedge Funds

Education
St. John's University   1989 — 1992
Bachelor of Science (BS), Marketing, Business Administration and Management, General

Christo Claassens Christo Claassens Greater Philadelphia Area Details
Christo Claassens's Pershing, a BNY Mellon company Experience July 2012 - June 2014
Job Senior UX Designer at Motivate Design
Industry Investment Management
Experience
Motivate Design  August 2014 - Present
Pershing, a BNY Mellon company   July 2012 - June 2014
BlackRock  September 2011 - June 2012
BlackRock  January 2010 - September 2011
BlackRock  January 2007 - October 2010
Merrill Lynch Investment Managers  January 2004 - January 2007
Merrill Lynch Investment Managers  October 2000 - 2004
The Lewis School   March 1998 - September 2000

Skills
Information Architecture, E-business, User Experience, Interaction Design, Intranet, Visual Design, Usability, Graphic Design, User Interface Design, E-commerce, Usability Testing, Strategy, Flash, Web Design, Web Analytics, Digital Strategy, Software Development

Education
Stellenbosch University/Universiteit Stellenbosch   1997 — 1999
MA, Ancient Near Eastern Studies

Stellenbosch University/Universiteit Stellenbosch   1995 — 1997
BD, Theology

Stellenbosch University/Universiteit Stellenbosch   1994 — 1994
BA Hons, Ancient Near Eastern Studies

Stellenbosch University/Universiteit Stellenbosch   1991 — 1993
BA, Theology, Ancient Near Eastern Studies

James Fenton M.B.A. James Fenton M.B.A. Lake Mary, Florida Details
James Fenton M.B.A.'s Pershing, a BNY Mellon company Experience May 2010 - August 2013
Job Marketing analyst
Industry Marketing and Advertising
Experience
Club Assist  January 2015 - Present
Pershing, a BNY Mellon company   May 2010 - August 2013

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Investments, Equities, Finance, Microsoft Word, Financial Modeling, Microsoft Office, Economics

Education
University of Central Florida   2011 — 2014
Bachelor of Science (BS), Economics

University of Central Florida   2011 — 2014
Master of Business Administration (M.B.A.)

Sammi Smith Sammi Smith Deland, Florida Details
Sammi Smith's Pershing, a BNY Mellon company Experience December 2014 - Present
Job Exception Processing Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   December 2014 - Present
Roland George Investments Program  August 2013 - May 2014
Stetson University  January 2012 - May 2014
Stetson University  August 2011 - May 2014

Skills
Leadership, Bloomberg Terminal, Data Analysis, Bloomberg, Statistics, SPSS, Access, Research, Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling

Education
Stetson University   2010 — 2014
BS, Mathematics; Finance

Evgenia Volkonitskaya Evgenia Volkonitskaya Orlando, Florida Details
Evgenia Volkonitskaya's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Financial Solutions Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2015 - Present
Pershing, a BNY Mellon company   September 2013 - Present
Pershing, a BNY Mellon company   December 2011 - August 2013
Allstate Financial  June 2009 - November 2011
Institute for Economic Competitiveness   May 2009 - May 2010
Allstate Financial  January 2008 - June 2009

Skills
Data Analysis, Outlook, Product Development, Sales, Microsoft Word, Research, Microsoft Excel, Customer Service, Analysis

Education
University of Central Florida - College of Business Administration   2005 — 2010
BSBA, Business Economics, Financial Economics Track

Peter Miron Peter Miron Greater New York City Area Details
Peter Miron's Pershing, a BNY Mellon company Experience July 2013 - Present
Job Director, Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2013 - Present
bitly  April 2012 - July 2013
Knewton, Inc.   May 2008 - April 2012
Vonage  September 2004 - May 2008
Datek  August 1999 - September 2004
Ameritrade  2002 - 2004
Deadline Solutions  October 1997 - September 1999

Skills
Team Management, Python, Ruby, Java, Product Development, Telecommunications, Start-ups, Agile, System Design, Software Development, Application Development, Ruby on Rails, Product Management, Agile Methodologies, SaaS, Linux, SQL, CRM, CSS, MySQL, Architecture, Change Management, Software Engineering, Git, Web Applications, Cloud Computing, Leadership, User Experience, Mobile Applications, Software Project..., Mobile Devices, E-commerce, Amazon Web Services..., JavaScript, Agile Project Management, jQuery, Unix, Web Development, Software Design, Open Source, Scrum, Scalability, User Interface Design, Information Architecture, Architectures

Education
Syracuse University   1994 — 1998
BFA, Art History

Nick Baggio Nick Baggio Lake Mary, Florida Details
Nick Baggio's Pershing, a BNY Mellon company Experience December 1996 - Present
Job depository balancing at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   December 1996 - Present

Skills
Financial Services, Securities, Customer Service, Mutual Funds, Equities, Fixed Income, Investments

Education
St. John's University

Owen Perrin Owen Perrin Greater Philadelphia Area Details
Owen Perrin's Pershing, a BNY Mellon company Experience March 2015 - Present
Job Financial Solutions Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   March 2015 - Present
Wilmington Trust a Division of M&T Bank   March 2012 - February 2015
Wilmington Trust a Division of M&T Bank   June 2010 - March 2012
Wilmington Trust  October 2006 - May 2010
The Bank of New York  June 2000 - August 2006
BUYandHOLD.com   June 1999 - March 2000
Prudential Financial  1996 - 1999
Prudential  1990 - 1999
Prudential Securities  1990 - 1995

Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy

Education
State University of New York at Buffalo   1985 — 1990
Bachelor of Arts (B.A.)

New York Institute of Technology - NYC   1985 — 1987
Architecture

La Salle Academy   1980 — 1984
Diploma, General

Michael Idol Michael Idol Lake Mary, Florida Details
Michael Idol's Pershing, a BNY Mellon company Experience 2010 - Present
Job AML Compliance Officer at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   2010 - Present
Pershing, a BNY Mellon company   2006 - 2010
Citibank / SmithBarney   2005 - 2006
Merrill Lynch  1999 - 2005

Skills
Certified Fraud Examiner, Anti Money Laundering, Series 7, Series 63, Series 24, Securities, Loans, Account Management, AML, Financial Services, Operational Risk, Finance, Investments

Education
The College of New Jersey
Bachelor of Science, Business Management

Jewel Hasan Jewel Hasan Greater New York City Area Details
Jewel Hasan's Pershing, a BNY Mellon company Experience 1999 - 2001
Job Sr. Consultant at New York Life Insurance Company
Industry Computer Software
Experience
New York Life Insurance Company  January 2013 - Present
bGobal Sourcing   November 2011 - April 2012
Kriya Consulting   September 2010 - September 2011
Barclays Capital (formerly Lehman Brothers)   August 2002 - December 2009
Advanced Data Streams, Inc   January 1990 - July 2007
Pershing, a BNY Mellon company   1999 - 2001
Pershing, a BNY Mellon company   1999 - 2001
Pershing, a BNY Mellon company   1999 - 2001
Pershing, a BNY Mellon company   1999 - 2001
Image Sciences, Inc  1984 - 1989

Skills
Management, Strategy, CRM, Analytics, COBOL, Business Development, Software Project..., DB2, Pre-sales, SME Client-Reporting..., CSF (Custom Statement..., Mainframe, Cobol, VSAM,..., AFP (Advanced Function..., AFP Toolsets, Architecture, DocuMerge, Meta-Code (Xerox Print..., CSF, Risk Management, Print, PMO, Tableau BI tool, Vermillion, Kurtosys, IBM Cognos, Informatica ETL, Database and..., Agile & Prince2..., SharePoint, Integration

Education
The University of Texas at Arlington   1980 — 1983
BBA Program, Business Systems Analysis

Sreenath Nandyala Sreenath Nandyala Greater New York City Area Details
Sreenath Nandyala's Pershing, a BNY Mellon company Experience October 2013 - Present
Job Working as an Architect For Pershing , http://talonpro.com/
Industry Computer Software
Experience
Pershing, a BNY Mellon company   October 2013 - Present
BroadRidge  December 2006 - Present
CenterStone Software  December 2005 - December 2006
SBC  2003 - 2005

Skills
Oracle, Microsoft SQL Server, Business Intelligence, SDLC, Agile Methodologies, SQL, Business Analysis, ETL, PL/SQL, Data Modeling, Data Warehousing, Software Project..., Java, Requirements Analysis, Software Development

Education
University of Madras   1996 — 1999
Master of Computer Applications (M.C.A.), Computer Science

Sri Krishnadevaraya University   1992 — 1995
B.A, Mathes, Economics, Statistics

vidyaranya oriental high school

Amy Kuvach Amy Kuvach Orlando, Florida Area Details
Amy Kuvach's Pershing, a BNY Mellon company Experience January 2015 - Present
Job Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   January 2015 - Present
Pershing, a BNY Mellon company   July 2010 - January 2015
BNY Mellon  April 2009 - July 2010
Wells Fargo Home Mortgages   September 2008 - March 2009
Ferguson Enterprises  May 2008 - September 2008
Option One Mortgage Corp  February 1994 - September 2007

Skills
Mortgage Lending, Underwriting, Mortgage Banking, Loans, Credit, Loan Origination, Credit Analysis, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Banking, Risk Management, Credit Risk, Mutual Funds, Securities, Financial Services

Education
Stetson University   1989 — 1993
BBA, Finance

Harry Erikson Harry Erikson Greater New York City Area Details
Harry Erikson's Pershing, a BNY Mellon company Experience 2000 - 2000
Job Capital Markets Professional
Industry Capital Markets
Experience
Nomura Securities  2012 - 2014
Nomura Securities  2010 - 2012
Merrill Lynch  2008 - 2009
UBS Investment Bank  2006 - 2007
UBS Investment Bank  2004 - 2006
UBS Investment Bank  2000 - 2004
Pershing, a BNY Mellon company   2000 - 2000
Bear, Stearns & Co. Inc.   1997 - 1999
Dreyfus  1995 - 1997

Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research

Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting

University at Buffalo
Bachelor's Degree, Geography

Dan Stepansky Dan Stepansky Greater New York City Area Details
Dan Stepansky's Pershing, a BNY Mellon company Experience July 2007 - February 2008
Job Senior, Wealth & Asset Management Advisory, Ernst & Young
Industry Financial Services
Experience
EY  September 2014 - Present
Pershing LLC  July 2007 - September 2014
Pershing, a BNY Mellon company   July 2007 - February 2008

Skills
Fixed Income, Equities, Business Analysis, Series 7, Financial Services, Series 63, SDLC, Trading Systems, Securities, Project Management, Bloomberg, Cross-functional Team..., Trading, Vendor Management, Visio, Hedge Funds, Process Improvement, Electronic Trading

Education
Stevens Institute of Technology   2003 — 2007
Bachelors of Science, Business & Technology - Concentration in Finance

alex christie alex christie Greater New York City Area Details
alex christie's Pershing, a BNY Mellon company Experience September 2007 - October 2008
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  January 2014 - Present
Citi  January 2013 - December 2013
Pershing  October 2008 - December 2012
Pershing, a BNY Mellon company   September 2007 - October 2008
AXA Equitable  2000 - 2007
BNY Mellon  January 1998 - February 2000

Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management

Education
Saint John's University - Peter J. Tobin College of Business   1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services

John Cabot University   1996 — 1996

Suzanne Turner Suzanne Turner Orlando, Florida Area Details
Suzanne Turner's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Account Manager Global Client Relationships at Pershing, LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   April 2014 - Present
Pershing, a BNY Mellon company   January 2012 - April 2014
Pershing LLC, a subsidiary of BNY Mellon   September 2010 - January 2012
SunTrust  May 2006 - August 2009
First Tennessee Bank  July 2002 - April 2006
First Tennessee Bank  January 1998 - July 2002
Bank of America  April 1993 - April 1998

Skills
Wealth Management, Investments, Sales, Training, Series 7, Banking, Portfolio Management, Financial Services, Insurance, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Series 63, Financial Advisory, Coaching, Investment Advisory, Asset Allocation, Equities, Retirement, Investment Strategies, Fixed Annuities, Account Management, CRM, Finance, Financial Planning

Education
The University of Memphis   1983 — 1986
Marketing

Anna Timberlake Anna Timberlake Orlando, Florida Area Details
Anna Timberlake's Pershing, a BNY Mellon company Experience 2012 - Present
Job at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   2012 - Present
Pershing LLC  2009 - 2012
Duke University  April 2009 - May 2011

Skills
Finance, Budgets, Grants, Account Reconciliation, Financial Analysis, Microsoft Excel, Leadership, PowerPoint, Forecasting, Strategic Planning, Process Improvement, Strategy, Microsoft Word, Mutual Funds, Project Management

Education
Stetson University   2005 — 2008
BBA, Finance

Rob Varesio Rob Varesio Greater New York City Area Details
Rob Varesio's Pershing, a BNY Mellon company Experience February 1996 - June 1999
Job Director/Trader's Assistant High Yield Trading Credit Suisse
Industry Banking
Experience
Credit Suisse  August 2001 - Present
Donaldson, Lufkin & Jenrette   July 1999 - July 2001
Pershing, a BNY Mellon company   February 1996 - June 1999
Brown Brothers Harriman  December 1994 - February 1996

Skills
Fixed Income, Electronic Trading, High Yield, Trading, Derivatives, Bloomberg, Bonds, Equities, Capital Markets

Education
St. John's University, The Peter J. Tobin College of Business   1996 — 1998
MBA, Finance

University of Scranton   1990 — 1994
BS, Finance

Jon Thorpe Jon Thorpe San Francisco, California Details
Jon Thorpe's Pershing, a BNY Mellon company Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2013 - Present
Pershing  July 2009 - June 2013
Pershing  December 2006 - June 2009
Lake Highland Preparatory School  November 1999 - December 2004

Skills
Economics, Equities, Financial Markets, FIX, SWIFT messaging, Options, Excel, Access, Fidessa, Bloomberg, Monte Carlo Simulation, GAMS, VBA, Microsoft Excel, Customer Service, Series 7, SWIFT Messaging, Econometrics

Education
University of Central Florida - College of Business Administration   2005 — 2010
Master of Science, Economics

University of North Carolina at Chapel Hill   1992 — 1997
BA, Economics and Biology

Jason Lofling Jason Lofling Greater St. Louis Area Details
Jason Lofling's Pershing, a BNY Mellon company Experience 2014 - Present
Job Global Director Financial Planning &Analysis and Corporate Development at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   2014 - Present
First Clearing , Affiliate of Wells Fargo  2010 - 2014
Wells Fargo Advisors  2007 - 2010
Wells Fargo Advisors  2006 - 2007
JP Morgan Chase  2002 - 2006

Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Investments, Valuation, Internal Controls, Accounting, Managerial Finance, Cash Management, Forecasting, Mergers & Acquisitions

Education
The College of William and Mary - The Mason School of Business   2000 — 2002
MBA, Finance

Virginia Commonwealth University   1995 — 1999
Bachelor's Degree

Erin Garlow Erin Garlow Seattle, Washington Details
Erin Garlow's Pershing, a BNY Mellon company Experience July 2012 - May 2014
Job Business Analyst at Parametric Portfolio Associates
Industry Financial Services
Experience
Parametric Portfolio Associates  June 2014 - Present
Pershing, a BNY Mellon company   July 2012 - May 2014
Coye Law Firm  January 2010 - June 2012
Center for Entrepreneurial Leadership & Innovation at UCF   August 2010 - August 2011

Skills
Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Customer Service, Microsoft Office, Teamwork, Testing, Black Box Testing, Defect Identification, Defect Logging, Defect Tracking, Research, Microsoft Word, PowerPoint, Financial Reporting, QuickBooks, Tax, Project Management, Quality Center

Education
University of Central Florida   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8

University of Central Florida   2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.66

Huy Phu Huy Phu Greater New York City Area Details
Huy Phu's Pershing, a BNY Mellon company Experience July 2008 - Present
Job Software Configuration Specialist Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company   July 2008 - Present
Pershing, a BNY Mellon company   January 2006 - June 2008
Pershing, a BNY Mellon company   April 2004 - December 2006
Pershing, a BNY Mellon company   June 2000 - April 2004

Skills
Unix, Systems Analysis, Software Configuration..., Agile Methodologies, Linux

Education
Richard Stockton College of New Jersey   1997 — 2000
BS Computer Science

Scott Indiveri Scott Indiveri Norristown, Pennsylvania Details
Scott Indiveri's Pershing, a BNY Mellon company Experience October 2005 - Present
Job Assistant Vice President
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 2005 - Present

Education
Temple University - Fox School of Business and Management   1999 — 2001
Bachelor’s Degree, Accounting

Shelton Radix Shelton Radix Greater Philadelphia Area Details
Shelton Radix's Pershing, a BNY Mellon company Experience August 2000 - August 2004
Job Client Services FSA and HSA at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  November 2014 - Present
Park Avenue Securities  July 2014 - January 2015
Merrill Lynch  April 2010 - August 2013
Pershing, a BNY Mellon company   August 2000 - August 2004

Skills
Customer Service, Strategic Planning, Public Speaking, Team Building, Microsoft Office, netx360, Research, Nonprofits, Leadership Development, Coaching, Actimize, Staff Development, Leadership, Entrepreneurship, Banking

Education
The General Theological Seminary   2004 — 2007
Masters of Divinity, Religious/Sacred Music

Bernard Baruch College   1991 — 1995
Bachelor of Business Administration (BBA), Operations Management and Supervision

Oueen's Royal College   1982 — 1990
Canbridge university "A lever" highschool certificate, Economics and Business studies.

Daniel Brody Daniel Brody Greater New York City Area Details
Daniel Brody's Pershing, a BNY Mellon company Experience May 2009 - August 2009
Job Account Executive @ Smarsh
Industry Information Technology and Services
Experience
Smarsh  March 2015 - Present
Eze Castle Integration  May 2012 - February 2015
Eze Castle Integration  January 2011 - May 2012
Metastorm  2010 - 2011
Pershing, a BNY Mellon company   May 2009 - August 2009
PORCH LIGHT MORTGAGE   May 2008 - August 2008

Skills
Salesforce.com, CRM, SaaS, Management, Cloud Computing, Integration, Private Cloud, Start-ups, Cloud Applications, Cloud-based, Business Development, Disaster Recovery, Microsoft Office, Sales, Hybrid Cloud, Cloud Storage, Leadership, Networking, Strategic Partnerships, Marketing, Pardot, Jigsaw, Enterprise Software, Lead Generation, Outsourcing, Project Management, Storage, Solution Selling, Account Management, Business Analysis, Business Process, Data Center, Databases, Enterprise Architecture, Managed Services, NetApp, Outlook, Professional Services, SAN, Technical Support, Linux, Sales Operations, Email Archiving, Compliance Management, Regulatory Compliance

Education
Syracuse University   2006 — 2010
Bachelor of Science, IS/IT Management

Anglo American University   2009 — 2009
IT

Jessica Sweeney Jessica Sweeney Greater New York City Area Details
Jessica Sweeney's Pershing, a BNY Mellon company Experience June 2014 - Present
Job Vice President Relationship Management at Pershing LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 2014 - Present
Pershing  2009 - June 2014
Pershing  July 2009 - April 2010

Skills
Series 7, Series 63

Education
St. Lawrence University   2005 — 2009
Math and Economics

Gregory Belous Gregory Belous King Of Prussia, Pennsylvania Details
Gregory Belous's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Sr. Data Management & Quality Business Analyst
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2015 - Present
Advertising Specialty Institute  February 2013 - Present
Advising R Us   February 2011 - December 2012
Trion Group, a Marsh & McLennan Company   April 2010 - February 2011
BNY Mellon  January 2008 - April 2010
Northeast Furniture, Inc   December 2000 - December 2007

Skills
Finance, Analysis, Analytics, Financial Analysis, Financial Reporting, Corporate Finance, Market Analysis, Web, Web Analytics, reporting, SQL, Query, Stored Procedures, Data Analysis, investment reporting, Market Research, Online Marketing, Direct Marketing

Education
Temple University - Fox School of Business and Management   2004 — 2006
Finance, Finance

Temple University - Fox School of Business and Management   2004 — 2006
BBA, Finance

Alexandra Higgins Alexandra Higgins Orlando, Florida Area Details
Alexandra Higgins's Pershing, a BNY Mellon company Experience September 2010 - Present
Job Customer Processing Associate at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   September 2010 - Present

Skills
Series 7, Series 63, NetX360, Finance, Money Market Funds, FDIC products, Investments, Cash Products, Customer Service, Bank Reconciliation, Global Finance, Financial Services, Funding, Wealth Management, Fixed Income

Education
University of Central Florida   2007 — 2010
Bachelor of Science (B.S.), Psychology

University of North Florida   2007 — 2008
Associate's degree

Anthony J. Ledone Anthony J. Ledone Greater New York City Area Details
Anthony J. Ledone's Pershing, a BNY Mellon company Experience August 2005 - July 2011
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2011 - Present
Pershing, a BNY Mellon company   August 2005 - July 2011
Eurobrokers  March 2003 - August 2005
UBS/ PaineWebber  September 1989 - March 2003

Skills
Credit Risk, Equities, Fixed Income, Emerging Markets, Series 24, Series 7, Management, Non-public Alternative..., Financial Institutions, Portfolio Management, Risk Management, Securities, Capital Markets, Investments

Education
St. John's Universtiy - Peter J Tobin College of Busines
Master of Business Administration (MBA), Executive Management/Finance

Richard Stockton College of New Jersey
Bachelor of Science (BS), Finance

Stephen Lobosco Stephen Lobosco Greater New York City Area Details
Stephen Lobosco's Pershing, a BNY Mellon company Experience July 2000 - July 2004
Job Project Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co.   March 2015 - Present
JPMorgan Chase  August 2005 - Present
Pershing  2000 - 2005
Pershing, a BNY Mellon company   July 2000 - July 2004
TD - TDWaterhouse Investment Services   June 1999 - July 2000

Skills
Series 24, Series 7, Series 63, Relationship Management, Banking, Financial Services, AML, Securities, Mutual Funds, Risk Management, Customer Service, Equities, Wealth Management, Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Business Analysis, Management, Fixed Income, Asset Management, Trading, Hedge Funds, Back Office

Education
Temple University
BS, Kinesiology

Anthony Khan Anthony Khan Greater Philadelphia Area Details
Anthony Khan's Pershing, a BNY Mellon company Experience October 2011 - March 2012
Job Ops Manager at Comcast
Industry Telecommunications
Experience
Comcast  July 2014 - Present
ICON plc  October 2012 - July 2014
ICON plc  April 2012 - October 2012
Pershing, a BNY Mellon company   October 2011 - March 2012
Wells Fargo  September 2010 - November 2011
United BioSource Corporation  October 2009 - March 2010
CRF Health  June 2007 - October 2009
Almac Sciences  2002 - 2007

Skills
EDC, 21 CFR Part 11, Clinical Trials, Pharmaceutical Industry, CRO, Lifesciences, GCP, Clinical Data Management, Data Management, Clinical Development, CTMS, Cross-functional Team..., Life Sciences, Management, Sop, Validation, SOP

Education
The College of New Jersey   1998 — 2002
BS, BISM

Sean Cunneen Sean Cunneen Greater New York City Area Details
Sean Cunneen's Pershing, a BNY Mellon company Experience August 2015 - Present
Job Transition Specialist at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   August 2015 - Present
Neuberger Berman  May 2014 - Present
Morgan Stanley  May 2013 - April 2014
Northwestern Mutual  January 2012 - May 2012
Mesco Medical   November 2008 - June 2009

Skills
Investments, Portfolio Management, Wealth Management, Management, Customer Service, Business Analysis, Mutual Funds

Education
The College of New Jersey   2009 — 2013
Bachelor of Science, Finance

John Jay Gebhardt John Jay Gebhardt Greater New York City Area Details
John Jay Gebhardt's Pershing, a BNY Mellon company Experience September 1980 - April 1981
Job Artist at Carrandi Ltd
Industry Fine Art
Experience
Carrandi Ltd   1997 - Present
Krannich Solar USA  2012 - 2012
Krannich Solar USA  2012 - 2012
American Stock Exchange  June 1987 - July 2002
Ocwen Trading   1983 - 1987
EFHutton  1982 - 1983
Donaldson, Lufkin & Jenrette   1981 - 1982
Pershing, a BNY Mellon company   September 1980 - April 1981

Skills
Creative Fine Art, Fine art appraisal, Risk Management, Market Risk, Knowledge of the Solar...

Education
State University of New York at Albany   1976 — 1980
Bachelor of Arts (B.A.), Economics and History, Honors

Jaya Kelachankuttu Jaya Kelachankuttu Greater New York City Area Details
Jaya Kelachankuttu's Pershing, a BNY Mellon company Experience October 2012 - Present
Job Application Development Engineer II at Pershing, a BNY Mellon company
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company   October 2012 - Present
CDC Global Services 

Skills
Hibernate, Spring, J2EE, JavaScript, Web Services, Java, XML, C, UML, SOA, AJAX, OOAD, C++, Software Development, HTML, DB2, JSP, Struts, Servlets, Eclipse, Windows, JDBC, EJB, Tomcat, SQL, Ant, SDLC, ASP, Visual Studio, Maven, Weblogic, Core Java, JSF, Design Patterns, Unix, Linux, JNDI, Log4j, JAXB, RMI, JavaBeans, SAX, J2SE, WSAD, Websphere, WSDL, AOP, JUnit, JPA, SOAP

Education
Temple University   2002 — 2004
Masters, Electrical Engineering

Government Engineering College , Thrissur

Government Engineering College , Thrissur

Jorge Lanza Jorge Lanza Oviedo, Florida Details
Jorge Lanza's Pershing, a BNY Mellon company Experience May 2012 - August 2012
Job Revenue Accountant at Verizon
Industry Accounting
Experience
Verizon  October 2014 - Present
BNY Mellon  July 2013 - October 2014
Digital Risk  January 2013 - September 2014
Accountemps  May 2013 - July 2013
Universal Orlando  June 2010 - January 2013
Pershing, a BNY Mellon company   May 2012 - August 2012

Skills
Spanish, German, Microsoft Office, Stata, Customer Service, ETFs, Access, Lotus Notes, Outlook, Teamwork, Research, QuickBooks, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Portfolio Management

Education
University of Central Florida   2009 — 2013
Bachelor's degree, Accounting and Finance

Lake Mary High School   2004 — 2009

Evan A. Copp Evan A. Copp Greater New York City Area Details
Evan A. Copp's Pershing, a BNY Mellon company Experience May 2015 - Present
Job Senior Application Support Analyst at Pershing, a BNY Mellon company
Industry Computer Software
Experience
Pershing, a BNY Mellon company   May 2015 - Present
Self Employed  January 2005 - April 2015
City University of New York  February 2007 - December 2009
Adams Media  March 2008 - September 2009
Preferred Pension Planning   March 2008 - June 2009
Raymond James Financial, Inc.   April 2004 - August 2005
Pershing, a BNY Mellon company   1999 - 2003
NYC Department of Education  December 1991 - June 1995

Education
SUNY Albany   1984 — 1987
Bachelor's Degree

Wagner College   1987 — 1987

Chubb Computer Services   1998 — 1999
Technical Diploma

Nayra Trejo Nayra Trejo Lake Mary, Florida Details
Nayra Trejo's Pershing, a BNY Mellon company Experience July 2008 - August 2010
Job Senior Financial Analyst Cost Assurance at Verizon
Industry Financial Services
Experience
Verizon  May 2015 - Present
Verizon  September 2013 - May 2015
Pershing LLC/Bank of New York Mellon   August 2010 - August 2013
Pershing, a BNY Mellon company   July 2008 - August 2010

Skills
Trading, Microsoft Excel, Financial Risk

Education
University of Central Florida   2005 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General

University of Central Florida
Bachelor of Science, Business Administration; Finance

Webster University
Masters, Business Administration

Nelida Alvarado Nelida Alvarado Miami, Florida Details
Nelida Alvarado's Pershing, a BNY Mellon company Experience January 1989 - October 2000
Job Customer Service at BCA Financial Services
Industry Financial Services
Experience
BCA Financial Services  August 2012 - Present
HealthSouth  May 2001 - August 2011
Pershing, a BNY Mellon company   January 1989 - October 2000

Skills
Collections, Data Entry, Customer Service, Bilingual, Typing, Banking, Accounts Payable, Accounts Receivable

Education
Sullivan and Cogliano Training Center   2012 — 2012
Microsoft Certified Application

Husdon County Community College   1991 — 1995
Associate of Science (AS), Paralegal

Christine Haner Christine Haner Warrenton, Virginia Details
Christine Haner's Pershing, a BNY Mellon company Experience May 2007 - June 2007
Job Excel Specialist Database specialist
Industry Information Technology and Services
Experience
Self - Small Farm   March 2013 - Present
DB Schenker  January 2008 - February 2013
Cushman & Wakefield  August 2007 - October 2007
Pershing, a BNY Mellon company   May 2007 - June 2007
Volt Delta Resources  2000 - 2007
Ithaca College  September 1992 - August 2000
Borg Warner Automotive  1982 - 1993

Skills
Database Specialist, Data Analysis, Payroll Analysis, Computer Operations, Payroll Accounting, Microsoft Office, Microsoft Excel Advanced, Data Quality Assurance

Education
Tompkins Cortland Community College   1992 — 1994
Associate of Arts and Sciences (A.A.S.), Computer Information Systems

Tompkins Cortland Community College   1984 — 1992
Associate of Arts and Sciences (A.A.S.), Computer Information Systems

Christina Pron Christina Pron Philadelphia, Pennsylvania Details
Christina Pron's Pershing, a BNY Mellon company Experience September 2010 - Present
Job Counsel at Pershing LLC, a BNY Mellon company
Industry Law Practice
Experience
Pershing, a BNY Mellon company   September 2010 - Present
Morgan, Lewis & Bockius LLP   October 2008 - August 2010
Morgan, Lewis & Bockius LLP   July 2003 - August 2005

Education
Temple University - James E. Beasley School of Law   2005 — 2008
Doctor of Law (J.D.)

University of Pennsylvania   1999 — 2003
Bachelor of Arts (B.A.), Communication

Kurt Emerson Kurt Emerson Oviedo, Florida Details
Kurt Emerson's Pershing, a BNY Mellon company Experience April 2014 - Present
Job Mutual Funds Trade Desk at Pershing, a BNY Mellon company
Industry Retail
Experience
Pershing, a BNY Mellon company   April 2014 - Present
Publix Super Markets  May 2008 - April 2014
Aqua Cops Water Purification   May 2005 - December 2007

Skills
Strategy, Customer Service, Healthcare, Teaching, Business Planning

Education
University of Central Florida   2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.25

Tony Capo Tony Capo Marlboro, New Jersey Details
Tony Capo's Pershing, a BNY Mellon company Experience June 1983 - Present
Job Managing Director, Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   June 1983 - Present

Skills
Management, Risk Management, Investments, Securities, Training, Portfolio Management, Business Analysis, Mutual Funds, Series 63

Education
Saint John's University - Peter J. Tobin College of Business   1979 — 1983
B.S., Business Administration and Management, General, 3.8

Matthew Acton Matthew Acton Park City, Utah Details
Matthew Acton's Pershing, a BNY Mellon company Experience September 2003 - June 2004
Job Principal Data Engineer at Think Big, A Teradata Company
Industry Investment Banking
Experience
Think Big, A Teradata Company  November 2014 - Present
Goldman Sachs  July 2004 - October 2014
Pershing, a BNY Mellon company   September 2003 - June 2004
Broadridge Financial Solutions (ADP Wilco)   October 1999 - July 2003

Skills
Sybase, Investment Banking, Fixed Income, Derivatives, Market Data, Equities, SDLC, Equity Derivatives, Capital Markets, Business Analysis, Low Latency, Enterprise Architecture, C, C++, Perl, Java, OO Software Development, UML, SQL, Performance Tuning, Requirements Analysis

Education
The University of Hull   1996 — 1999
Bachelor of Science (BSc), Computer Software Engineering

Lakeshia Miller Lakeshia Miller Greater New York City Area Details
Lakeshia Miller's Pershing, a BNY Mellon company Experience October 2003 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Pershing, a BNY Mellon company   October 2003 - September 2010
Pershing, a BNY Mellon company   June 1998 - October 2003
ING Barings  April 1997 - June 1998

Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Reporting, Trade Compliance, Bonds, Fixed Income, Finra, Emerging Markets, PowerPoint, FINRA, Banking, Investments, Access, Financial Analysis, Finance, Financial Modeling, Risk Management, Securities, Equities, Trading, Financial Services, Relationship Management, Analysis

Education
State University of New York College at Old Westbury
Bachelor of Arts (B.A.), Politics and Economics

Wilson Y, MBA Wilson Y, MBA Orlando, Florida Area Details
Wilson Y, MBA's Pershing, a BNY Mellon company Experience July 2014 - Present
Job Business Analyst at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company   July 2014 - Present

Education
University of Central Florida   2011 — 2014
Master of Business Administration (M.B.A.), Finance, General

University of Central Florida - College of Business Administration   2003 — 2007
Bachelor’s Degree, Accounting and Finance

Marisela Guillen Marisela Guillen Longwood, Florida Details
Marisela Guillen's Pershing, a BNY Mellon company Experience December 2006 - Present
Job Processing Operations Associate BrokerageFinancial Operations, Analysis, Execution
Industry Financial Services
Experience
Pershing, a BNY Mellon company   December 2006 - Present
Arculeo Inc   January 2003 - November 2006
Siderurgica del Orinoco (SIDOR)   July 1998 - July 2001

Skills
Financial Brokerage, Reporting & Analysis, Customer-focused Service

Education
University of Central Florida   2004 — 2006
Master's degree, Business Administration and Management, General

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