Pershing Advisor Solutions
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Pershing Advisor Solutions Employees
Employee
Years
Job
Industry
Daniella Tutela Daniella Tutela's Pershing Advisor Solutions Experience March 2014 - Present
Job Vice President at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions March 2014 - Present
Pershing Advisor Solutions September 2011 - March 2014
Pershing Advisor Solutions, LLC March 2009 - October 2011
Pershing LLC, a BNY Mellon Company July 2008 - March 2009
Skills
Series 63, Management, Financial Services, Business Development, Hedge Funds, Trading, Series 7, Project Management
Education
The University of Connecticut 2004 — 2008
BA, Communications, English
Pershing Advisor Solutions March 2014 - Present
Pershing Advisor Solutions September 2011 - March 2014
Pershing Advisor Solutions, LLC March 2009 - October 2011
Pershing LLC, a BNY Mellon Company July 2008 - March 2009
Skills
Series 63, Management, Financial Services, Business Development, Hedge Funds, Trading, Series 7, Project Management
Education
The University of Connecticut 2004 — 2008
BA, Communications, English
Tom Valverde Tom Valverde's Pershing Advisor Solutions Experience 2008 - April 2014
Job Senior Vice President Sales and Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Pershing Advisor Solutions 2008 - April 2014
Fidelity Investments 1994 - 2008
Education
Arizona State University 1983 — 1987
BS, Marketing
Fidelity Investments April 2014 - Present
Pershing Advisor Solutions 2008 - April 2014
Fidelity Investments 1994 - 2008
Education
Arizona State University 1983 — 1987
BS, Marketing
Rebecca Rosati Rebecca Rosati's Pershing Advisor Solutions Experience April 2012 - October 2013
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
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
Joe Possley Joe Possley's Pershing Advisor Solutions Experience January 2010 - Present
Job Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions January 2010 - Present
Charles Schwab April 1999 - December 2009
Citibank September 1991 - March 1999
Education
Benedictine University 1980 — 1984
BA, Business & Economics
Pershing Advisor Solutions January 2010 - Present
Charles Schwab April 1999 - December 2009
Citibank September 1991 - March 1999
Education
Benedictine University 1980 — 1984
BA, Business & Economics
Robert Teaney Robert Teaney's Pershing Advisor Solutions Experience April 2008 - Present
Job Business Development / Technology Consulting
Industry Financial Services
Experience
Pershing Advisor Solutions April 2008 - Present
Addepar 2015 - 2015
Lord Abbett September 2002 - April 2007
Bloomberg December 1999 - April 2002
Skills
Wealth Management, Business Development, Asset Managment, Asset Management, Financial Services, Securities, Hedge Funds, Mutual Funds, Series 7, Fixed Income
Education
University of Dayton School of Law 1997 — 1999
Miami University 1993 — 1997
Bachelor of Arts, Speech Communication
Pershing Advisor Solutions April 2008 - Present
Addepar 2015 - 2015
Lord Abbett September 2002 - April 2007
Bloomberg December 1999 - April 2002
Skills
Wealth Management, Business Development, Asset Managment, Asset Management, Financial Services, Securities, Hedge Funds, Mutual Funds, Series 7, Fixed Income
Education
University of Dayton School of Law 1997 — 1999
Miami University 1993 — 1997
Bachelor of Arts, Speech Communication
Jennifer Fortis Jennifer Fortis's Pershing Advisor Solutions Experience July 2011 - Present
Job Trade Support Team Lead, Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions July 2011 - Present
Pershing October 2009 - July 2011
BNY Mellon October 2008 - October 2009
Pershing January 2007 - October 2008
Skills
Securities, Series 7, Mutual Funds, Equities, Trading, Bloomberg, Bonds, Settlement, Fixed Income, Investments, Alternative Investments, Options, Financial Analysis, Prime Brokerage, Derivatives, FTP software, International Trade, Microsoft Office, Banking, Financial Services, Finance, Hedge Funds, FINRA, Risk Management, Financial Markets, Capital Markets, Customer Service, Back Office, Investment Advisory, Trading Systems, Microsoft Excel, Asset Management, Wealth Management, Accounting, Management, Investment Banking, Financial Planning, Business Analysis, Financial Risk, Account Reconciliation, Process Improvement
Education
Webster University 2008 — 2012
Master of Science, Finance and MBA, G.P.A. 3.9
University of Central Florida 2003 — 2006
BSBA, Finance
Valencia College 2002 — 2003
AS, General Studies
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BSBA, Finance
Pershing Advisor Solutions July 2011 - Present
Pershing October 2009 - July 2011
BNY Mellon October 2008 - October 2009
Pershing January 2007 - October 2008
Skills
Securities, Series 7, Mutual Funds, Equities, Trading, Bloomberg, Bonds, Settlement, Fixed Income, Investments, Alternative Investments, Options, Financial Analysis, Prime Brokerage, Derivatives, FTP software, International Trade, Microsoft Office, Banking, Financial Services, Finance, Hedge Funds, FINRA, Risk Management, Financial Markets, Capital Markets, Customer Service, Back Office, Investment Advisory, Trading Systems, Microsoft Excel, Asset Management, Wealth Management, Accounting, Management, Investment Banking, Financial Planning, Business Analysis, Financial Risk, Account Reconciliation, Process Improvement
Education
Webster University 2008 — 2012
Master of Science, Finance and MBA, G.P.A. 3.9
University of Central Florida 2003 — 2006
BSBA, Finance
Valencia College 2002 — 2003
AS, General Studies
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
BSBA, Finance
Robert McInnis Robert McInnis's Pershing Advisor Solutions Experience 2007 - Present
Job Relationship Consultant at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions 2007 - Present
TD Ameritrade 2000 - 2007
Skills
Series 7, Series 63, Series 4, CFP Certificate
Education
City University of New York-Hunter College 1988 — 1995
Bachelor's Degree
Pershing Advisor Solutions 2007 - Present
TD Ameritrade 2000 - 2007
Skills
Series 7, Series 63, Series 4, CFP Certificate
Education
City University of New York-Hunter College 1988 — 1995
Bachelor's Degree
Greg DeSocio's Pershing Advisor Solutions Experience June 2010 - August 2010
Job Product Management at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America July 2012 - July 2013
Brigos Capital Management September 2011 - December 2011
MetLife June 2011 - July 2011
Pershing Advisor Solutions June 2010 - August 2010
Pershing July 2009 - August 2009
Skills
Finance, Investments, Analysis, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Product Management, Sales, Treasury Management, Portfolio Management, Management, Equities, Securities, Time Management, Valuation
Education
Boston University - School of Management 2008 — 2012
Bachelor's, Business Administration
Bank of America July 2013 - Present
Bank of America July 2012 - July 2013
Brigos Capital Management September 2011 - December 2011
MetLife June 2011 - July 2011
Pershing Advisor Solutions June 2010 - August 2010
Pershing July 2009 - August 2009
Skills
Finance, Investments, Analysis, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Product Management, Sales, Treasury Management, Portfolio Management, Management, Equities, Securities, Time Management, Valuation
Education
Boston University - School of Management 2008 — 2012
Bachelor's, Business Administration
T.J. Gilsenan T.J. Gilsenan's Pershing Advisor Solutions Experience April 2005 - January 2009
Job CEO & Founder RIA Street the SocialBusiness Network Exclusively for the RIA Community
Industry Financial Services
Experience
RIA Street May 2012 - Present
The Interactive Advisor August 2010 - April 2012
Pershing Advisor Solutions April 2005 - January 2009
Schwab Institutional 2002 - 2005
Schwab Institutional 1996 - 2002
Schwab Institutional 1992 - 1996
Skills
Strategic Planning, Sales Management, RIAs, Financial Services, Social Media Marketing, SEO, Sales, Investment Advisory, Relationship Management, Investments, Wealth Management, Lead Generation, Asset Managment, B2B Marketing, Direct Marketing, Strategic Partnerships, Analytics, Email Marketing
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
University of North Carolina at Chapel Hill
RIA Street May 2012 - Present
The Interactive Advisor August 2010 - April 2012
Pershing Advisor Solutions April 2005 - January 2009
Schwab Institutional 2002 - 2005
Schwab Institutional 1996 - 2002
Schwab Institutional 1992 - 1996
Skills
Strategic Planning, Sales Management, RIAs, Financial Services, Social Media Marketing, SEO, Sales, Investment Advisory, Relationship Management, Investments, Wealth Management, Lead Generation, Asset Managment, B2B Marketing, Direct Marketing, Strategic Partnerships, Analytics, Email Marketing
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
University of North Carolina at Chapel Hill
Gino Basile Gino Basile's Pershing Advisor Solutions Experience March 2005 - June 2007
Job Client & Account Service Manager serving the needs of Registered Investment Advisors
Industry Financial Services
Experience
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Client Advisor Support Solutions℠ November 2009 - Present
Fidelity Investments June 2007 - December 2008
Pershing Advisor Solutions March 2005 - June 2007
Merrill Lynch September 2004 - January 2005
Merrill Lynch October 2003 - September 2004
Merrill Lynch March 2002 - October 2003
Morgan Stanley December 2001 - March 2002
Mellon Bank August 1998 - July 2001
Skills
Brokerage Account..., Brokerage Operations, Business Communications, Client Service, Confidentiality, Consulting, Critical Thinking, Research, Troubleshooting, Alternative Investments, Blueleaf, Business Transition, Custom Reports, eMoney Advisor, Fidelity Wealth Central, HNWI, Huddle, International..., LeapFile, MLP, MoneyGuidePro, Morningstar Advisor, Morningstar Office, Pershing NetX360, Private Placements, Redtail, Schwab Advisor Center, ShareFile, TD Ameritrade Veo, Wealthbox, Management, Relationship Management, Sales, Finance
Education
Rutgers, The State University of New Jersey-Camden
B.A., Economics, minor: Finance
Mike Doss's Pershing Advisor Solutions Experience June 2009 - March 2011
Job West Coast Advisor Sales at Motif Investing
Industry Financial Services
Experience
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Kathy Darby's Pershing Advisor Solutions Experience November 2012 - Present
Job Supervisory Review and Approval Principal at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions November 2012 - Present
The Huntington Investment Company 1997 - 2012
Bob Evans 1989 - 1996
Education
Eastern Kentucky University
Bachelor of Science (BS), Biology
Pershing Advisor Solutions November 2012 - Present
The Huntington Investment Company 1997 - 2012
Bob Evans 1989 - 1996
Education
Eastern Kentucky University
Bachelor of Science (BS), Biology
Bill Dalton's Pershing Advisor Solutions Experience June 2013 - Present
Job Assistant Vice President Business Development at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions June 2013 - Present
Pershing Advisor Solutions August 2011 - June 2013
Pershing Advisor Solutions March 2010 - August 2011
Pershing July 2009 - March 2010
Skills
Investments, Financial Services, Series 7, Securities, Series 63, Wealth Management, Financial Markets, Financial Advisory, Microsoft Excel, Asset Management, Portfolio Management, Customer Service, Finance, Alternative Investments, Investment Advisory, Business Development, Capital Markets, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Muhlenberg College 2005 — 2009
BA, Finance and Business Administration
Sparta High School 2001 — 2005
Pershing Advisor Solutions June 2013 - Present
Pershing Advisor Solutions August 2011 - June 2013
Pershing Advisor Solutions March 2010 - August 2011
Pershing July 2009 - March 2010
Skills
Investments, Financial Services, Series 7, Securities, Series 63, Wealth Management, Financial Markets, Financial Advisory, Microsoft Excel, Asset Management, Portfolio Management, Customer Service, Finance, Alternative Investments, Investment Advisory, Business Development, Capital Markets, Banking
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Muhlenberg College 2005 — 2009
BA, Finance and Business Administration
Sparta High School 2001 — 2005
Kimi Killmaier's Pershing Advisor Solutions Experience October 2007 - September 2012
Job Strategic Accounts at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC April 2013 - Present
BNY Mellon September 2012 - April 2013
PERSHING ADVISOR SOLUTIONS October 2007 - September 2012
PERSHING ADVISOR SOLUTIONS August 2006 - June 2007
Royal Bank of Scotland August 2006 - June 2007
Deutsche Bank November 2005 - July 2006
Deutsche Bank February 2005 - November 2005
MERRILL LYNCH INTERNATIONAL June 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Services, Asset Managment, Investment Advisory, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Derivatives, Risk Management, Equity Derivatives, Series 7, Prime Brokerage, Swaps, Corporate Actions, Settlement, Relationship Management, FINRA, Bloomberg, Financial Markets, Client Services, Series 63, Capital Markets, Banking, Management, Investment Banking, Equity Trading, Investment Management, Financial Advisory, Investment Strategies, Middle Office, Finance, Cash Management, Business Process
Education
Rollins College - Crummer Graduate School of Business 2009 — 2010
Master of Business Administration (MBA)
University of Central Florida 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Finance and International Business; Management
Black Diamond Performance Reporting, LLC April 2013 - Present
BNY Mellon September 2012 - April 2013
PERSHING ADVISOR SOLUTIONS October 2007 - September 2012
PERSHING ADVISOR SOLUTIONS August 2006 - June 2007
Royal Bank of Scotland August 2006 - June 2007
Deutsche Bank November 2005 - July 2006
Deutsche Bank February 2005 - November 2005
MERRILL LYNCH INTERNATIONAL June 2004 - December 2004
Skills
Securities, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Services, Asset Managment, Investment Advisory, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Derivatives, Risk Management, Equity Derivatives, Series 7, Prime Brokerage, Swaps, Corporate Actions, Settlement, Relationship Management, FINRA, Bloomberg, Financial Markets, Client Services, Series 63, Capital Markets, Banking, Management, Investment Banking, Equity Trading, Investment Management, Financial Advisory, Investment Strategies, Middle Office, Finance, Cash Management, Business Process
Education
Rollins College - Crummer Graduate School of Business 2009 — 2010
Master of Business Administration (MBA)
University of Central Florida 2000 — 2004
Bachelor of Science (B.S.), Business Administration; Finance and International Business; Management
Elyse Smith's Pershing Advisor Solutions Experience November 2006 - June 2007
Job Senior Manager Advisor Relations at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade February 2013 - Present
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2012 - November 2012
TD Ameritrade July 2010 - May 2012
TD Ameritrade June 2007 - June 2010
Pershing Advisor Solutions November 2006 - June 2007
Skills
401k
Education
Binghamton University 2001 — 2005
BA, Psychology
TD Ameritrade February 2013 - Present
TD Ameritrade Institutional October 2012 - Present
TD Ameritrade Institutional May 2012 - November 2012
TD Ameritrade July 2010 - May 2012
TD Ameritrade June 2007 - June 2010
Pershing Advisor Solutions November 2006 - June 2007
Skills
401k
Education
Binghamton University 2001 — 2005
BA, Psychology
Adam Verchinski, CPWA® Adam Verchinski, CPWA®'s Pershing Advisor Solutions Experience May 2013 - Present
Job Vice President Senior Relationship Manager at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions May 2013 - Present
Pershing October 2011 - May 2013
AllianceBernstein October 2010 - September 2011
AllianceBernstein February 2008 - October 2010
Capco November 2007 - January 2008
Accenture August 1997 - November 2007
Skills
Business Development, Cross-functional Team..., Financial Services, Strategy, Investments, Business Analysis, CRM, Program Management, Equities, Product Management, Management, Asset Managment, Portfolio Management, Marketing Strategy, Enterprise Software, Change Management, Entrepreneurship, Project Management, Web Analytics, Quality Assurance, Leadership, Consulting, Strategic Planning, Asset Management, Executive Management, Marketing, Fixed Income, Investment Management, Analysis, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Certificate, Certified Private Wealth Advisor CPWA® professional
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelor of Science, Finance and Economics
Pershing Advisor Solutions May 2013 - Present
Pershing October 2011 - May 2013
AllianceBernstein October 2010 - September 2011
AllianceBernstein February 2008 - October 2010
Capco November 2007 - January 2008
Accenture August 1997 - November 2007
Skills
Business Development, Cross-functional Team..., Financial Services, Strategy, Investments, Business Analysis, CRM, Program Management, Equities, Product Management, Management, Asset Managment, Portfolio Management, Marketing Strategy, Enterprise Software, Change Management, Entrepreneurship, Project Management, Web Analytics, Quality Assurance, Leadership, Consulting, Strategic Planning, Asset Management, Executive Management, Marketing, Fixed Income, Investment Management, Analysis, Relationship Management
Education
The University of Chicago Booth School of Business 2015 — 2015
Certificate, Certified Private Wealth Advisor CPWA® professional
University of Delaware - Lerner College of Business and Economics 1993 — 1997
Bachelor of Science, Finance and Economics
Barry Teitelbaum's Pershing Advisor Solutions Experience January 2005 - April 2010
Job Director, Writer, Producer
Industry Entertainment
Experience
Pershing Advisor Solutions / The Bank of New York Mellon Corp. January 2005 - May 2010
Pershing Advisor Solutions January 2005 - April 2010
Pershing/The Bank of New York 2005 - April 2010
Ladenburg Thalmann 1993 - 2001
Skills
Screenwriting, Series 7, Sales, Television, Financial Services, Video, Asset Management, Securities, Video Production, Scripting, Film Production, Investments, Social Media
Education
University of Hartford 1986 — 1990
Pershing Advisor Solutions / The Bank of New York Mellon Corp. January 2005 - May 2010
Pershing Advisor Solutions January 2005 - April 2010
Pershing/The Bank of New York 2005 - April 2010
Ladenburg Thalmann 1993 - 2001
Skills
Screenwriting, Series 7, Sales, Television, Financial Services, Video, Asset Management, Securities, Video Production, Scripting, Film Production, Investments, Social Media
Education
University of Hartford 1986 — 1990
Josephine Corio's Pershing Advisor Solutions Experience March 2006 - Present
Job Account Manager at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions March 2006 - Present
McNamara Consulting Group June 2004 - March 2006
Education
Saint Peter's University 1993 — 1997
Pershing Advisor Solutions March 2006 - Present
McNamara Consulting Group June 2004 - March 2006
Education
Saint Peter's University 1993 — 1997
Anthony P Mastroianni's Pershing Advisor Solutions Experience May 2005 - March 2006
Job SSEOMS Implementation Manager at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP September 2015 - Present
Cuttone & Co. March 2006 - August 2015
Pershing Advisor Solutions May 2005 - March 2006
ADP Clearing and Outsourcing Services Inc. 1999 - 2005
US Clearing, A Division of FleetSecurities 1999 - 2005
Ridge Clearing 2004 - 2004
Skills
Securities, Equities, Series 7, Series 63, Asset Managment, Hedge Funds, Investments, Fixed Income, FINRA, Equity Trading, Asset Management, Options, Alternative Investments, Trading, Prime Brokerage, Bloomberg, Series 24, Trading Systems, Electronic Trading, Financial Markets
Education
City University of New York-College of Staten Island 1994 — 1995
Xaverian HS
Bloomberg LP September 2015 - Present
Cuttone & Co. March 2006 - August 2015
Pershing Advisor Solutions May 2005 - March 2006
ADP Clearing and Outsourcing Services Inc. 1999 - 2005
US Clearing, A Division of FleetSecurities 1999 - 2005
Ridge Clearing 2004 - 2004
Skills
Securities, Equities, Series 7, Series 63, Asset Managment, Hedge Funds, Investments, Fixed Income, FINRA, Equity Trading, Asset Management, Options, Alternative Investments, Trading, Prime Brokerage, Bloomberg, Series 24, Trading Systems, Electronic Trading, Financial Markets
Education
City University of New York-College of Staten Island 1994 — 1995
Xaverian HS
Sal DePaola's Pershing Advisor Solutions Experience October 2006 - Present
Job AVP at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions October 2006 - Present
Education
Pace University 1993 — 1998
bba, business
Pershing Advisor Solutions October 2006 - Present
Education
Pace University 1993 — 1998
bba, business
Bethany Ahlquist's Pershing Advisor Solutions Experience July 2009 - Present
Job Client Service Associate
Industry Financial Services
Experience
Pershing Advisor Solutions July 2009 - Present
Neuberger Berman October 2007 - January 2009
Education
Northeastern University 1998 — 2003
Pershing Advisor Solutions July 2009 - Present
Neuberger Berman October 2007 - January 2009
Education
Northeastern University 1998 — 2003
Sarah Renner's Pershing Advisor Solutions Experience July 2005 - December 2007
Job Product Manager at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing LLC, an affiliate of The Bank of New York Mellon September 2002 - Present
Pershing Advisor Solutions July 2005 - December 2007
Education
Drew University 1994 — 1998
BA, Biology, Sociology
Pershing LLC, an affiliate of The Bank of New York Mellon September 2002 - Present
Pershing Advisor Solutions July 2005 - December 2007
Education
Drew University 1994 — 1998
BA, Biology, Sociology
Brian Terraciano's Pershing Advisor Solutions Experience September 2005 - September 2008
Job Vice President Client Transitions at Pershing
Industry Financial Services
Paul Rojek's Pershing Advisor Solutions Experience October 2005 - Present
Job Technology Consultant at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions October 2005 - Present
Merrill Lynch January 2003 - October 2005
Merrill Lynch January 2000 - January 2003
Skills
Financial Services, Portfolio Management, Investments, Business Analysis, Trading Systems, Risk Management, Wealth Management, Relationship Management, Requirements Gathering, Analysis, Separately Managed..., Vendor Management
Education
Chubb Institute 1997 — 1999
Computer Science, Computer Programming
Stockton University 1986 — 1990
BS, Environmental Chemistry
Pershing Advisor Solutions October 2005 - Present
Merrill Lynch January 2003 - October 2005
Merrill Lynch January 2000 - January 2003
Skills
Financial Services, Portfolio Management, Investments, Business Analysis, Trading Systems, Risk Management, Wealth Management, Relationship Management, Requirements Gathering, Analysis, Separately Managed..., Vendor Management
Education
Chubb Institute 1997 — 1999
Computer Science, Computer Programming
Stockton University 1986 — 1990
BS, Environmental Chemistry
Richard Gingerelli's Pershing Advisor Solutions Experience May 2007 - May 2010
Job Senior Service Rep at MetLife Securities
Industry Financial Services
Experience
MetLife Securities September 2010 - Present
Pershing Advisor Solutions May 2007 - May 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Equities, Securities, Series 7, Retirement, Strategic Financial..., Portfolio Management, Financial Services, Fixed Income, Series 63, Fixed Annuities, Asset Management, Banking, Financial Analysis, Asset Allocation, Bloomberg, Insurance, Investment Advisory
Education
Montclair State University 1982 — 1987
Bachelor of Arts (BA), Economics
MetLife Securities September 2010 - Present
Pershing Advisor Solutions May 2007 - May 2010
Skills
Mutual Funds, Investments, Retirement Planning, Wealth Management, Equities, Securities, Series 7, Retirement, Strategic Financial..., Portfolio Management, Financial Services, Fixed Income, Series 63, Fixed Annuities, Asset Management, Banking, Financial Analysis, Asset Allocation, Bloomberg, Insurance, Investment Advisory
Education
Montclair State University 1982 — 1987
Bachelor of Arts (BA), Economics
Keila Mejia's Pershing Advisor Solutions Experience March 2005 - September 2007
Job Catering and Marketing Manager at MY N.Y Bakery Cafe
Industry Financial Services
Experience
MY N.Y Bakery Cafe March 2011 - November 2014
Morgan Stanley, Smith Barney July 2012 - November 2012
United Sates Census 2010 January 2010 - December 2010
Cristo Rey Parochial School October 2008 - November 2009
J P Morgan Asset Management September 2007 - July 2008
Pershing Advisor Solutions March 2005 - September 2007
Education
Harold P. Freeman Patient Navigation Institute 2015 — 2015
Patient Navigation Certification Curriculum, Patient Navigation
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
MY N.Y Bakery Cafe March 2011 - November 2014
Morgan Stanley, Smith Barney July 2012 - November 2012
United Sates Census 2010 January 2010 - December 2010
Cristo Rey Parochial School October 2008 - November 2009
J P Morgan Asset Management September 2007 - July 2008
Pershing Advisor Solutions March 2005 - September 2007
Education
Harold P. Freeman Patient Navigation Institute 2015 — 2015
Patient Navigation Certification Curriculum, Patient Navigation
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
Christopher Illenye's Pershing Advisor Solutions Experience July 2014 - Present
Job Client Service Liaison at Pershing Advisor Solutions LLC, a BNY Mellon Company
Industry Banking
Experience
Pershing Advisor Solutions July 2014 - Present
Pershing, a BNY Mellon company May 2006 - July 2014
Skills
Banking, Relationship Management, Financial Services, Retail Banking, Credit Risk, Portfolio Management, Asset Management, Microsoft Office, SWIFT payments, Customer Service, PowerPoint, Account Reconciliation
Education
Caldwell College 2001 — 2005
Bachelor of Science (B.S.), Marketing
Nutley High School 1998 — 2001
High School Diploma
Pershing Advisor Solutions July 2014 - Present
Pershing, a BNY Mellon company May 2006 - July 2014
Skills
Banking, Relationship Management, Financial Services, Retail Banking, Credit Risk, Portfolio Management, Asset Management, Microsoft Office, SWIFT payments, Customer Service, PowerPoint, Account Reconciliation
Education
Caldwell College 2001 — 2005
Bachelor of Science (B.S.), Marketing
Nutley High School 1998 — 2001
High School Diploma
Nicholas Bilyk's Pershing Advisor Solutions Experience October 2004 - Present
Job Customer Service at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions October 2004 - Present
Education
New Jersey City University
Bachelor of Science (BS), Finance, General
Pershing Advisor Solutions October 2004 - Present
Education
New Jersey City University
Bachelor of Science (BS), Finance, General