Pershing, a BNY Mellon company
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Pershing, a BNY Mellon company Employees
Pershing, a BNY Mellon company December 2014 - Present
The Suddath Companies January 2011 - July 2014
General Motors May 2009 - July 2009
Skills
Business Analysis, Finance, Employee Benefits, Strategic Planning, Project Management, Customer Service, Management, Operations Management, Budgets, Microsoft Office
Education
University of North Florida - College of Business Administration 2009 — 2013
Bachelor's degree, Financial Planning and Services
Pershing, a BNY Mellon company May 2014 - August 2014
Brabble January 2014 - February 2014
Romano's Macaroni Grill June 2013 - July 2013
Kappa Delta Sorority September 2012 - June 2013
Brookside Tennis Club June 2007 - August 2011
Skills
Social Media Marketing, Marketing Communications, Branding, B2B Marketing, Teamwork, Microsoft Office, Social Media, Social Networking, Microsoft Excel, Microsoft Word, Time Management, Marketing, PowerPoint, Public Speaking, Facebook, Public Relations, Customer Service, Event Planning, Research
Education
University of Maryland College Park 2011 — 2015
Bachelor's degree, Communication, General
Real Thread May 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Real Thread July 2012 - June 2013
Stuph Clothing 2008 - 2011
Skills
Marketing, Digital Marketing, Event Planning, Adobe Creative Suite, Email Marketing
Education
University of Central Florida - College of Business Administration 2012 — 2014
Bachelor of Science (BS), Finance, General
Valencia Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
Central Florida Alumni Chapter of AKPsi January 2014 - Present
Pershing, a BNY Mellon company September 2012 - Present
Pershing, a BNY Mellon company September 2012 - Present
BNY Mellon May 2012 - August 2012
Central Florida Zoo & Botanical Gardens January 2012 - April 2012
Barnes & Noble College Bookseller, LLC July 2008 - January 2012
Alpha Tau Pledge Class September 2011 - November 2011
BNY Mellon May 2011 - August 2011
Boys Town of Central Florida August 2010 - December 2010
Skills
Microsoft Office, Inventory Management, Fundraising, Planning, PowerPoint, Customer Service, Finance, Microsoft Excel, Team Leadership, Management, Project Planning, Leadership, Financial Analysis, Team Building, Marketing, Training, Illustrator, Outlook, Financial Services, Event Planning, Data Entry, Time Management, Analysis, Research, Account Management, Tax Accounting, 1099 Preparation, Account Reconciliation
Education
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor of Science in Business Administration, Marketing
Pershing, a BNY Mellon company November 2013 - February 2014
suntrust January 2010 - November 2011
HSBC 2006 - 2008
Skills
Sales Management, Call Centers, Portfolio Management, Mortgage Lending, Credit, Loans, Relationship Management, Banking, Team Leadership, Process Improvement, Management, Business Development, Analysis, Financial Services, Leadership, Customer Service, Microsoft Office, Customer Satisfaction
Education
University of Phoenix 2014 — 2016
Bachelor's Degree, Leadership communication in Organization
Valencia Community College
Associate's degree, Journalism
Deutsche Bank June 2015 - Present
BNY Mellon June 2014 - August 2014
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Statistics, Economics, R, JMP, Peer Tutoring, Teaching, Stata, Microeconomics, Editing
Education
University of Pennsylvania 2014 — 2016
Bachelor of Arts (B.A.), Economics
Williams College 2012 — 2014
FactSet January 2015 - Present
INTECH Investment Management LLC August 2014 - November 2014
Pershing, a BNY Mellon company June 2013 - August 2013
JB's On The Beach June 2011 - August 2013
David's Barbeque Grille March 2011 - May 2011
Skills
Microsoft Office, Customer Service, Research, Teamwork, Social Media, Financial Analysis, Written & Oral..., Market Research, Analysis, Data Analysis
Education
University of Miami 2010 — 2014
Bachelor of Business Administration (BBA), International Finance and Marketing
Newark Academy 2006 — 2010
Pershing, a BNY Mellon company January 2011 - November 2012
BNY Mellon January 2010 - January 2011
Whitaker Center for Science and The Arts May 2009 - August 2009
Skills
Account Reconciliation, Bank Reconciliation, Trade settlement, Customer Service, Teamwork, Fixed Income, Quickbooks, APL accounting software, Market Street Advisor, Market Recon System, Bloomberg, Inautix, Microsoft Office
Education
West Chester University of Pennsylvania 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Pittsburgh 2007 — 2009
Bachelor's degree, Accounting
Pershing, a BNY Mellon company November 1999 - Present
Banco Popular de Puerto Rico September 1999 - November 1999
Skills
Financial Services, Equities, Securities, Fixed Income, Mutual Funds, Asset Management, Wealth Management
Education
University of Puerto Rico-Rio Piedras 1994 — 1999
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
University of Puerto Rico-Rio Piedras 1994 — 1999
Bachelor of Business Administration (B.B.A.), Human Resources Development
Grand Round Table June 2015 - August 2015
Boundaries of Anxiety and Depression Lab May 2014 - December 2014
Pershing, a BNY Mellon company June 2013 - August 2013
New Jersey Center for Biomaterials June 2011 - August 2011
Skills
Python, Java, SQL, OCaml, Microsoft Office, Google Docs, PowerPoint, Microsoft Word, Microsoft Excel, Google Drive, Research, Sports, Qualitative Research, Spanish, SPSS, Psychology
Education
University of Pennsylvania 2015 — 2016
Master’s Degree, Computer and Information Technology
University of Pennsylvania 2012 — 2016
Bachelor's Degree, Psychology
Freehold High School 2008 — 2012
High School
Pershing, a BNY Mellon company July 2015 - Present
Pershing, a BNY Mellon company March 2014 - June 2015
Pershing, a BNY Mellon company March 2013 - March 2014
BNY Mellon May 2010 - March 2013
Sapphire Investor Relations September 2009 - May 2010
Avalon Partners Inc. May 2008 - August 2008
Skills
Fund Administration, Fund Of Funds, Capital Markets, Investor Relations, Hedge Funds, Fixed Income, Bloomberg, Bloomberg Terminal, Alternative Investments, Mutual Funds, Financial Services, Series 7, Financial Markets, Securities, Equities
Education
University of Florida - Warrington College of Business Administration 2005 — 2009
B.S., Finance
Pershing, a BNY Mellon company February 2014 - Present
Pershing July 2010 - January 2014
PNC Global Investment Servicing February 2008 - July 2010
PNC Global Investment Servicing January 2006 - February 2008
PNC Global Investment Servicing October 2003 - December 2005
ADVISORport October 2002 - September 2003
ADVISORport August 2001 - October 2002
ADVISORport August 1999 - August 2001
Persimmon Capital Management, LP May 1999 - January 2000
Greycourt 1998 - 1999
Skills
Series 7, Series 24, Product Development, Product Management, Enterprise Software, Start-ups, Portfolio Management, Separately Managed..., Unified Managed Accounts, Key Client Relationships, Data Mining, Business Process Design, Software Development..., Business Strategy, Portfolio Accounting, Business Analysis, Mutual Funds, Business Intelligence, Program Management, Leadership, Management, Entrepreneurship, Executive Management, Financial Services, Process Improvement
Education
University of Pittsburgh 1995 — 1999
BS, Finance
Pershing, a BNY Mellon company March 2015 - Present
BNY Mellon July 2013 - February 2015
BNY Mellon April 2013 - July 2013
Morgan Stanley Smith Barney August 2011 - March 2013
New England Financial August 2010 - August 2011
Mercedes-Benz USA June 2009 - August 2009
JCDecaux North America June 2008 - August 2008
Education
University of Richmond - Robins School of Business 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurship and Innovation
Bergen Catholic HS 2002 — 2006
American Resources & Development Corp. January 2009 - Present
Bank of America Merrill Lynch 2013 - 2015
Pershing, a BNY Mellon company 2012 - 2013
CIGNA Group Insurance September 2011 - February 2012
Merrill Lynch & Co. October 2006 - October 2008
Keystone Financial Services, Inc. November 2004 - July 2007
CIGNA Corporation July 2005 - October 2006
ACE Insurance Company of North America June 2004 - October 2004
TransUnion Mortgage Services, Inc. January 2004 - March 2004
Keystone Financial Services, Inc. January 2002 - January 2004
Skills
Requirements Gathering, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Process Improvement, SQL, Integration, Business Analysis, Visio, Business Requirements, Vendor Management, Systems Analysis, Waterfall, Functional..., Software Documentation, Gap Analysis, Business Process, Software Project..., Databases, Project Management, PMO, DB2, Quality Assurance, Software Development, XML, Microsoft SQL Server, SOA, Enterprise Architecture, Agile Methodologies
Education
University of Richmond
Bachelor of Arts, Journalism
Pershing, a BNY Mellon company January 2014 - Present
BNY Mellon September 2012 - December 2013
Citizens Bank June 2009 - September 2012
Skills
Customer Service, Risk Management, Excel, Microsoft Office, Banking, PowerPoint, Microsoft Word, Outlook, Securities, Call Centers, Loans
Education
University of Pittsburgh 2006 — 2012
BA, Economics
Mary Kay Idependent Consultant August 2014 - Present
Pershing, a BNY Mellon company October 2013 - Present
Pershing, a BNY Mellon company May 2008 - October 2013
Skills
Risk Management, Securities
Education
University of Phoenix
Fidelity Investments - Fidelity Institutional Wealth Services January 2014 - Present
Pershing, a BNY Mellon company 2005 - January 2014
Schwab Institutional 1993 - 2005
Charles Schwab 1993 - 2005
Skills
Strategic Consulting, Business Development, Global Business..., New Business Development, Financial Services, Registered Investment..., Financial Advisory, Wealth Management..., Strategic Thinking, Series 7, Series 63, Consultative Selling..., Building Business..., Contract Negotiation, Solution Selling, Sales Presentations, Persuasive Presentations, Relationship Management, Investments, Mutual Funds, RIA, Securities, Series 24, Wealth Management, Series 65, Business Relationship..., FINRA, Investment Advisory, Alternative Investments
Education
University of Central Florida - College of Business Administration 1989 — 1993
BSBA, Summa Cum Laude, Business Administration and Management, General
Princeton Blue, Inc. February 2015 - Present
Pershing, a BNY Mellon company September 2014 - Present
MedImpact Healthcare Systems, Inc. July 2014 - Present
Princeton Blue, Inc. December 2010 - Present
Education
The University of Texas at Dallas - School of Management 2006 — 2007
Master of Science (M.S.), Information Technology & Management
University of Lucknow 1995 — 1998
Bachelor of Science (B.Sc.), Computer Science
Pershing, a BNY Mellon company June 2013 - Present
Scottrade Financial Services December 2012 - February 2013
Scottrade Financial Services May 2011 - December 2012
American Eagle Outfitters August 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Compass, SharePoint, Outlook, Teamwork, Sales, Fundraising, CRM, Microsoft Office, Time Management, Customer Service, Public Speaking, Leadership, Access, Team Building, Team Leadership, Finance
Education
University of North Florida 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Coggin College of Business, AACSB Accredited
Bachelor of Business Administration, Business Management
University of North Florida - College of Business Administration 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pershing, a BNY Mellon company November 2013 - Present
Pershing, a BNY Mellon company October 2007 - Present
JPMorgan Asset Management April 2005 - October 2007
John Wiley and Sons December 2001 - April 2005
Skills
Marketing and..., Financial Services..., Corporate Communications, Financial Services, Series 7, Series 24, Marketing Communications, Corporate Branding, Brand Management, Presentation Development, Brand Developement, Integrated Brand..., Speech Writing, Social Media Strategist, Corporate Social Media, Executive Planning, Content Strategy, Digital Marketing, Digital Strategy, Newsletters, Strategic Planning, Brand Development, Brand Architecture, Social Media, Corporate Social..., Integrated Marketing, executive communications, Strategic Communications
Education
University of Scranton 1997 — 2001
Bachelor of Arts (B.A.), Communication, General
Immaculate High School
Pershing, a BNY Mellon company August 2012 - Present
Fiserv April 2010 - August 2012
Metavante Corporation September 2003 - April 2010
Metavante Banking Solutions September 2003 - April 2010
FIS September 2003 - April 2010
Kirchman Corporation September 2003 - May 2004
Skills
Product Marketing, Marketing Strategy, Marketing Communications, Lead Generation, B2B Marketing, Marketing Management, Email Marketing, Integrated Marketing, Demand Generation, Management, Advertising, Business Strategy, Sales, Marketing, Product Management, Leadership, Strategic Planning, Strategy
Education
University of Florida - Warrington College Of Business 2009 — 2010
MBA
University of Central Florida - College of Business Administration 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Pershing, a BNY Mellon company April 2010 - Present
Boston Light Investments, LLC August 2009 - April 2010
HSBC Private Bank August 2007 - August 2008
Schwab Institutional June 2000 - March 2007
SCHWAB INSTITUTIONAL (SI) 2000 - 2007
Investors Bank & Trust April 1994 - June 2000
Education
University of Massachusetts, Amherst 1971 — 1975
BS, Economics
Omni Hotels July 2013 - December 2014
California Pizza Kitchen October 2010 - April 2011
Pershing, a BNY Mellon company January 2007 - October 2007
Skills
Hospitality Industry, Hospitality, Hospitality Management, Restaurants, Food & Beverage, Resorts, Hotel Management, Catering, Event Planning, Banquets
Education
University of Central Florida - College of Business Administration 2001 — 2005
Bachelor's Degree, BSBA Finance, 3.0
Money Management Institute January 2015 - Present
The Bancorp October 2013 - January 2015
The Bancorp September 2012 - October 2013
BNY Mellon June 2011 - August 2011
Pershing, a BNY Mellon company June 2010 - August 2010
Skills
Customer Service, Banking, Training, Management, Account Management, Wealth Management, Presentation Development, Internet Banking, Fraud Detection, Access, Financial Research, Loans, Project Management, Finance, Marketing, New Account Opening, Microsoft Excel, Relationship Management, Sales, Financial Services, Public Speaking, Leadership, PowerPoint
Education
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Business Management
BNY Mellon May 2012 - Present
Pershing, a BNY Mellon company March 2010 - May 2012
EMC Consulting Group January 2008 - March 2010
Capco September 2006 - December 2007
GMAC Mortgage May 2004 - September 2006
IBM July 1997 - May 2004
Coopers & Lybrand Consulting July 1997 - May 2004
PwC Consulting July 1997 - May 2004
Citibank July 1994 - July 1997
Skills
Business Architecture, Business Process..., Strategic Planning, Project Management, Business Analysis, Activity Based Costing, Supply Chain Management, IT Strategy, Business Process..., Management Consulting, Business Transformation, PMO, Requirements Analysis, Business Process, Enterprise Architecture, Business Process..., Project Portfolio..., Financial Services, Solution Architecture, Process Engineering, Process Improvement, Business Process Design, Business Strategy, Portfolio Management, ITIL, Business Intelligence
Education
University of Georgia - Terry College of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Economics
Pershing, a BNY Mellon company September 2012 - Present
UBS 2007 - September 2012
Vanguard 1999 - 2007
Skills
Investments, Consulting, Positioning, Marketing, Strategy, Leadership, Marketing Strategy, Segmentation, Management Consulting, New Business Development, Integrated Marketing, Wealth Management, Series 7, Thought Leadership, Social Media Marketing, Marketing Communications, Financial Services, Coaching, Online Marketing
Education
University of Pennsylvania
BA
Pershing, a BNY Mellon company October 2012 - Present
Skills
Trade Settlements, Global Custody, Latin America, Microsoft Office, Client Service, Finance, Trading, Compliance, DTC, English, Brazilian Portuguese, Spanish, Series 7, NetX360, Rumba, KYC, AML, Securities Regulation, Settlement, Securities, Financial Services, FINRA, Banking, Options, Back Office, Series 63, Anti Money Laundering
Education
University of South Florida 1999 — 2003
BA, International Relations, Minor in Bus. Admin.
Colegio Nueva Granada - Bogota, Colombia 1997 — 1999
High School, High School/Secondary Diplomas and Certificates
Pershing, a BNY Mellon company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Photoshop, Public Speaking, English
Education
University of Mississippi 2013 — 2017
Pershing, a BNY Mellon company May 2014 - Present
[Surj] young adults ministry August 2012 - Present
Janioris Photography August 2005 - Present
Multilingual Psychological Services, LLC April 2013 - July 2014
The Salvation Army July 2013 - April 2014
Freeform Radio Initiative May 2013 - July 2013
DARE You youth ministries January 2009 - August 2012
Skills
Psychology, Adolescents, Community Outreach, Nonprofits, Public Speaking, Group Therapy, Program Development, Event Planning, Teaching, Fundraising, PowerPoint, Coaching, Motivational..., Volunteer Management, Leadership Development, Training, Program Evaluation, Social Media, Career Counseling, Leadership, Crisis Intervention, Family Therapy, Microsoft Word, Research, Microsoft Office, Microsoft Excel, Conflict Resolution, Team Building, Anger Management, Outlook, Social Services, Editing, SPSS, Social Networking, Youth Leadership
Education
University of Florida 2009 — 2013
Bachelor of Arts (B.A.), Criminology
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Psychology
Deland High School 2005 — 2009
International Baccalaureate
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company July 2012 - Present
Alliance Financial Group July 2011 - October 2012
Charley's Steak House January 2011 - June 2012
UBS July 2009 - December 2010
Wolfgang Puck Grand Cafe October 2008 - November 2010
Locksmiff Entertainment LLC. Business Venture September 2004 - July 2008
Skills
Microsoft Excel, Financial Analysis, Investments, Customer Service, Microsoft Office, Strategic Financial..., PowerPoint, Portfolio Management, Finance, Banking, Equities, Accounting
Education
University of Central Florida - College of Business Administration 2008 — 2010
Bachelor of Science, Finance
Intellisphere, LLC February 2015 - Present
Intellisphere June 2014 - September 2014
University of Massachusetts Amherst September 2011 - April 2014
Intellisphere- The American Journal of Managed Care May 2013 - August 2013
Gold's Gym August 2008 - January 2013
Pershing, a BNY Mellon company June 2012 - August 2012
Pershing June 2011 - August 2011
The Pavilions at Forrestal May 2009 - June 2010
Skills
Event Planning, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Sports, Social Media, Customer Service, Time Management, Social Networking, Fundraising, Teamwork, Facebook, Research, Press Releases, Retail, Sales, Event Management
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Hospitality and Tourism Management
Pershing, a BNY Mellon company May 2014 - Present
Pershing September 2010 - April 2014
AXA Equitable July 2008 - September 2010
The Hartford / PLANCO Financial Services 2002 - 2008
Education
University of Delaware 1995 — 2000
BS, History
POPSUGAR June 2014 - Present
Pershing, a BNY Mellon company November 2009 - August 2013
Skills
JavaScript, jQuery, PHP, SASS, CSS, Java, HTML, Bootstrap, Node.js
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (BS), Computer Science
Pershing, a BNY Mellon company June 2015 - August 2015
Education
University of Florida 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Pershing, a BNY Mellon company July 2015 - August 2015
15th Street Auto Body July 2013 - August 2014
Education
University of Delaware 2014 — 2018
Finance, General, Junior
Pershing, a BNY Mellon company July 2012 - Present
Fiserv October 2001 - December 2012
Popular North America January 2000 - January 2001
Lehman Brothers January 1996 - January 1999
Prudential Securities January 1992 - January 1996
Merrill Lynch January 1988 - January 1991
BHF-BANK January 1986 - January 1988
Banco de la Provincia de Bs January 1980 - January 1986
Skills
Lotus Notes, Training, PowerPoint, Visio, Administrative..., Software Documentation, Access, Calendars, Banking, Customer Service, Marketing, Project Management
Education
University of Phoenix 2011 — 2015
Associate of Arts (AA), Business Administration and Management, General
University of Phoenix 2009 — 2015
Associate’s Degree, Business Administration and Management, General
Pershing, a BNY Mellon company June 2015 - Present
AquaMotion August 2013 - Present
Alpha Banca de Inversion July 2014 - July 2014
Ride A Wave Surf Shop April 2008 - September 2013
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Public Speaking, Negotiation, Photoshop, Financial Analysis, Accounting, Java, Banking, Teaching
Education
University of Rhode Island 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Pershing, a BNY Mellon company August 2014 - Present
Pershing, a BNY Mellon company January 2012 - August 2014
Century Stone Financial Group May 2011 - January 2012
Siler Financial Group June 2010 - July 2011
Skills
FINRA, Investment Banking, General Securities..., Credit Management, Debt Management, Entrepreneurship, Operations Management, Series 7, Securities, Equities, Finance, Alternative Investments, Investments, Financial Services, Capital Markets, Portfolio Management, Risk Management, Financial Analysis, Banking, Mutual Funds, Fixed Income, Hedge Funds, Wealth Management, Microsoft Excel, Options, Financial Modeling, Process Improvement, Team Building, Customer Service, Asset Management, Trading, Analysis, Investment Advisory, Sales Management, Project Management, Microsoft Word, Trading Systems, Business Process..., Retirement, Bloomberg, Retail Banking, Financial Markets, Bonds, Management, Strategic Planning, Marketing Strategy
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
DMS Express Inc. April 2012 - Present
Progressive Trailer Repair, LLC April 2012 - Present
DMS Express May 2007 - April 2012
Pershing, a BNY Mellon company June 2004 - July 2005
Skills
Microsoft Excel, B2B, Leadership, Account Management, Print Management, Direct Marketing, Direct Mail, Managed Print Services, Digital Printing, Direct Sales, Solution Selling, Key Account Management, Sales Process, Cold Calling, Wide Format Printing
Education
University of Phoenix
Associate of Arts (AA), Accounting and Business/Management
CafeMom November 2014 - Present
The Two River Times January 2015 - Present
'A' My Name Amy February 2013 - Present
Patch.com April 2013 - January 2014
Patch.com December 2010 - March 2013
Business News Daily 2009 - 2010
Pershing, a BNY Mellon company January 2006 - March 2009
Asbury Park Press September 2005 - March 2007
Greater Media 1998 - 2000
Mirabella Magazine April 1989 - October 1992
Skills
News Writing, Ap Style, Blogging, Journalism, Copy Editing, Storytelling, Newsletters, AP Style, Editorial, Writing, Social Media, Feature Articles, Proofreading, Editing, Newspapers, Investigative Reporting, Digital Media, Social Networking, Magazines, Social Media Marketing, Content Strategy, New Media, Marketing Communications, Multimedia, Media Relations, Web Content, Copywriting, Facebook, Headline Writing, Newspaper, Video Editing, Advertising, Breaking News, Press Releases, Online Journalism, Freelance Writing, Public Relations, Video Production, Publishing, Fact-checking, Content Management, Publications, Publicity
Education
University of Delaware 1984 — 1988
Bachelor of Arts, English-Journalism
Zimmer Biomet September 2014 - Present
Pershing, a BNY Mellon company October 2013 - September 2014
Princeton Blue, Inc. July 2013 - September 2014
Teva Pharmaceuticals August 2013 - October 2013
Horizon Blue Cross Blue Shield of New Jersey February 2013 - July 2013
Prolifics October 2012 - July 2013
Pitney Bowes Software October 2012 - February 2013
NetAmbit Infosource & e-Services Pvt. Ltd. December 2011 - October 2012
IBM February 2010 - November 2011
Capgemini June 2006 - February 2010
Skills
SOA, Business Process Design, IBM BPM, WebSphere Application..., ESB, Lombardi Teamworks, EAI, Websphere, Integration, Solution Architecture, RESTful WebServices, ILOG, XML, SQL, BPMN, Core Java, JavaScript, PL/SQL, XSD, Java Enterprise Edition, Software Development, Business Process..., Enterprise Architecture, J2EE, WebSphere ESB, EJB, Spring, Weblogic, Struts, JBoss Application Server, JSP, Web Services, DB2, JMS, Hibernate, Middleware, Servlets, IBM Blueworks Live, Business Activity..., WebSphere Integration..., WebSphere
Education
University of Pune 2002 — 2004
M.I.T, IT
Equal Earth April 2013 - Present
OneRoof Energy, Inc. November 2011 - March 2013
Pershing, a BNY Mellon company May 2010 - November 2011
Dynamic Energy Companies February 2008 - May 2010
LPL Financial September 2001 - February 2008
Viant, Inc November 2000 - September 2001
Suddenly Smart January 1998 - November 2000
Skills
Solar Energy, Start-ups, Strategic Planning, Renewable Energy, Business Strategy, Cloud Computing, Management, Strategy, Due Diligence, Strategic Partnerships, Budgets, Change Management, Energy, Executive Management, Mergers & Acquisitions, Sales, Process Engineering, Program Management, Venture Capital, Product Development, Financial Services, Business Development, Leadership, Business Analysis, Process Improvement, Integration, Team Building, Outsourcing, Project Management, Vendor Management, Product Management, New Business Development, CRM, Cross-functional Team..., Enterprise Software, Entrepreneurship, Finance, Go-to-market Strategy, P&L Management, Risk Management, SaaS, Business Planning, Management Consulting, Business Process..., Project Portfolio..., Consulting
Education
University of Limerick 1985 — 1989
Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
Pershing, a BNY Mellon company June 2015 - August 2015
United Way of North Central Florida January 2015 - April 2015
Stephen O’Connell Center September 2014 - February 2015
Refresh of Naples May 2014 - August 2014
Skills
Finance, Business, Customer Service, Marketing, Public Speaking, Microsoft Office, Research, PowerPoint, Critical Thinking, Team Work
Education
University of Florida 2013 — 2017
Bachelor of Science in Business Administration, Finance
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
Pershing, a BNY Mellon company July 2013 - Present
University of Rhode Island September 2012 - May 2013
IBM June 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Data Entry, Teamwork, Leadership, Customer Service, Social Media, Analysis, Financial Analysis, Management, Finance
Education
University of Rhode Island 2010 — 2013
Bachelor of Science (B.S.), Finance, Senior
Pershing, a BNY Mellon company February 2013 - Present
Skills
Financial Statements, Accounting, Investments, Financial Modeling, Strategic Financial..., Balance, Sarbanes-Oxley Act, Real Estate, Financial Planning, Exercise
Education
University of Central Florida - College of Business Administration 1997 — 2001
B.S.B.A., Accounting
Winter Park High School 1993 — 1997
University of Central Florida
Pershing, a BNY Mellon company August 2015 - Present
Morgan Stanley September 2014 - July 2015
ICMA-RC March 2013 - September 2014
ICMA-RC September 2011 - March 2013
Northwestern Mutual November 2009 - August 2011
Skills
Financial Analysis, Series 63, Mutual Funds, Retirement Planning, Financial Modeling, Valuation, Insurance, Microsoft Excel, Analysis, Economics, Data Analysis, Microsoft Word, Research, Outlook, Coaching, Series 6, Account Management, Transaction Management, Risk Management, Account Reconciliation, Thrive in..., Customer Service, Team Leadership, Asset Protection, Tactical Asset..., Derivatives, Trading, Trading Systems, Fixed Assets, Finance, Microsoft Office, Investments, Public Speaking, Financial Services, Leadership, PowerPoint, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2009
BS, Finance and Economics
IBM January 2014 - February 2015
IBM March 2012 - January 2014
Pershing, a BNY Mellon company June 2011 - August 2011
Marsh June 2010 - August 2010
Acurus BPO Pvt. Ltd July 2009 - September 2009
Skills
Management, Data Analysis, Business Analysis, Strategy, Project Management, Information Technology, Statistical Data..., Metrics, Performance Metrics, KPI Dashboards, KPI Reports, KPI Implementation, Requirements Analysis, Requirements Management, Requirements Gathering, Test Planning, Time Management, Governance, IT Governance, Information Management, Information Governance, Data Governance
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Statistics
Pershing, a BNY Mellon company November 2014 - Present
Citi January 2012 - November 2014
Citi April 2010 - December 2011
Citi July 2006 - April 2010
Ernst & Young November 2000 - June 2006
Ernst & Young November 2000 - May 2003
Alpha Technologies March 1998 - November 2000
Skills
Information Security..., Security Policy, Computer Security, Active Directory, CISSP, CISA, CISM, Information Security, Vulnerability Management, Security Awareness, ISO 27001, Data Security, IT Risk Management, Risk Assessment, Payment Industry, Intrusion Detection, Firewalls, Business Continuity, Vulnerability Assessment, Vendor Management, Security, IT Audit, Information Technology, Security Architecture..., Disaster Recovery
Education
William Paterson University of New Jersey 1991 — 1995
BS
University of Dayton 1986 — 1988
Immaculata HS 1982 — 1986
High school Diploma
Immaculata HS 1982 — 1986
High School Diploma
Immaculata HS, somerville NJ
Federal Reserve Bank of New York July 2014 - Present
The Financial Clinic March 2008 - Present
Pershing, a BNY Mellon company May 2012 - July 2014
American Life Insurance Company (ALICO) February 2009 - December 2010
AIG Global Pensions November 2007 - January 2009
AIG Corporate Comptrollers February 2007 - October 2007
AIG Retirement Services August 2002 - February 2007
American Life Insurance Company (ALICO) December 1999 - July 2002
American International February 1998 - November 1999
AIG Life Companies June 1996 - January 1998
Skills
Business Planning, Strategy, Business Development, Cross-functional Team..., Strategic Planning, Enterprise Software, Market Analysis, Leadership, Financial Reporting, Executive Management, Risk Management, Marketing, Financial Modeling, Finance, Insurance, Budgets, Investments, Management, Pricing, Marketing Strategy, Project Planning, Financial Analysis, Talent Management, Financial Services, Sales, Banking, Business Transformation, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Strategy
School of Advanced International Studies, Johns Hopkins University 1994 — 1996
Master of Arts, International Relations
School of Foreign Service, Georgetown University 1990 — 1994
Bachelor of Science, Foreign Service, International Economics
Stuyvesant HS 1986 — 1990
Krieger Consulting LLC July 2014 - Present
BNP Paribas May 2010 - July 2013
UBS Wealth Management October 2007 - April 2009
Pershing, a BNY Mellon company December 2006 - September 2007
Deutsche Bank January 2001 - November 2006
Brown Brothers Harriman April 2000 - November 2000
Salomon Smith Barney August 1999 - March 2000
Prudential Financial January 1997 - July 1999
ING March 1996 - December 1996
Salomon Brothers November 1993 - February 1996
Skills
Financial Services, Capital Markets, Finance, Leadership, Risk Management, Management, Portfolio Management, Derivatives, Financial Modeling, Investment Banking, Program Management, Asset Management, Asset Managment, Project Management, Editing, Marketing Communications, Internal Communications, Supervisory Skills, Document Review, Compliance, process improvement, technical writing, Technical Writing, Securities, Equities
Education
University of Miami - School of Business
Master of Business Administration (M.B.A.), Marketing
University of Pennsylvania
Bachelor's Degree, American Civilization, Fine Arts
Chilton Investment Company September 2014 - Present
GMP Securities, LLC August 2011 - September 2014
Pershing, a BNY Mellon company August 2010 - August 2011
Miller Tabak Roberts Securities, LLC April 2009 - August 2010
Tullett Prebon June 2007 - February 2009
Tullett Prebon July 2006 - February 2009
Skills
Sales, Trading, Series 7, FX Options, Electronic Trading, Equities, Management
Education
University of Delaware 2002 — 2006
B.S. Business Administration, Marketing, Economics
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Business Administration, Marketing, Economics
Pershing, a BNY Mellon company
Skills
User Acceptance Testing, SDLC, Agile Methodologies, Quality Center, Testing, Software Quality..., Software Project..., Test Automation, Visio, Financial Services, Project Management, Vendor Management, Manual Testing, Microsoft SQL Server, Program Management, Waterfall, Analysis
Education
University of Mumbai 1991 — 1995
Bachelor's degree in accounting, accounting. and finance
BNY Mellon 2012 - 2014
Pershing, a BNY Mellon company 2010 - 2012
Bonds.com 2008 - 2010
Goldman Sachs 2002 - 2008
Skills
Fixed Income, Equities, Trading, Series 7, Series 63, Capital Markets, Bloomberg, Securities, Hedge Funds, Asset Management, Proprietary Trading, Market Making, Investments, Series 79, Financial Risk, Wealth Management, Investment Advisory, Options, Alternative Investments, Bonds, Derivatives, FINRA, Underwriting, Risk Management, Financial Markets, Trading Systems, Electronic Trading, Equity Trading
Education
University of South Florida 1999 — 2001
Bachelor of Science (B.S.), Finance Concentration
Pershing, a BNY Mellon company December 2010 - Present
Pershing, a BNY Mellon company November 2009 - December 2010
Pershing, a BNY Mellon company May 2005 - November 2009
Travelers Life & Annuity January 2002 - May 2005
Citigroup Asset Management February 1999 - January 2002
D.H. Blair/ Spencer Trask October 1995 - February 1999
Skills
Asset Management, Series 7, Series 63, Financial Services, Sales, Relationship Management, Investment Advisory
Education
University of Maryland College Park 1990 — 1994
Pershing, a BNY Mellon company October 2012 - Present
Pershing, a BNY Mellon company April 2010 - October 2012
Independent January 2006 - April 2010
DCH Securities 2003 - 2006
Skills
Bloomberg, Trading, Securities, Series 7, Equities, Series 63, Fixed Income, Bonds, Portfolio Management, Options, Asset Managment, Investments, Six Sigma, Foreign Currency..., Futures Trading, FINRA, Equity Trading
Education
University of Florida 2009 — 2011
Masters, MBA
Pershing, a BNY Mellon company October 2013 - Present
Pershing, a BNY Mellon company February 2013 - October 2013
Pershing, a BNY Mellon company September 2007 - February 2013
F and S Language Services January 2005 - January 2007
Skills
Access, Analysis, Account Reconciliation, Fixed Income, Securities, Financial Risk, Trading, Auditing, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Policy, Settlement
Education
University of South Florida 2000 — 2005
B.A, Psychology; Industrial/ Organizational Psychology
Pershing, a BNY Mellon company October 2009 - Present
Education
University of Central Florida - College of Business Administration 2007 — 2009
Bachelor, Finance
Pershing, a BNY Mellon company January 2013 - Present
Macy's July 2011 - July 2012
HealthmattersCME September 2010 - July 2011
Pershing LLC November 2009 - March 2010
Pershing LLC October 2008 - November 2009
Lippe Taylor Brand Communications May 2007 - August 2007
Skills
Event Planning, Marketing, Event Management, Microsoft Word, Management, Social Media
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
Bachelors of Science, Marketing
Pershing, a BNY Mellon company June 2013 - Present
Skills
Series 7, Series 63, Securities, Equities, Fixed Income, FINRA, Options, Electronic Trading, Trading Systems, Financial Services
Education
University of Scranton 2001 — 2005
Bachelor's of Science, Biology
Pershing, a BNY Mellon company 2011 - Present
Education
University of Central Florida - College of Business Administration 2009 — 2011
Bachelors of Science, Finance, Accounting
Pershing, a BNY Mellon company January 2007 - April 2009
Education
University of Florida 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Pershing, a BNY Mellon company November 2012 - June 2013
Education
University of Southern California 2015 — 2018
Pershing, a BNY Mellon company April 2013 - July 2014
BNY Mellon August 2007 - April 2013
Skills
MASTER'S CERTIFICATE IN..., LEAN SIX SIGMA - YELLOW..., PARALEGAL CERTIFICATE, Access, Investments, Microsoft Excel, Lotus Notes, Relationship Management, Risk Management, Outlook, Finance, Customer Service, Project Management, PowerPoint, Microsoft Office, Visio, Meeting Scheduling, Travel Arrangements, Gatekeeper
Education
University of Phoenix 2008 — 2010
Master's degree, Business, Management, Marketing, and Related Support Services
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services