Pershing Advisor Solutions, LLC
Industry: Company
DescriptionHeadquarters: Jersey City, NJ Founded: 2000 Parent organizations: Bank of New York, MELLON CAPITAL MANAGEMENT CORP, PAS Holdings, LLC
Pershing Advisor Solutions, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pershing Advisor Solutions, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pershing Advisor Solutions, LLC Salaries. You can even request information on how much does Pershing Advisor Solutions, LLC pay if you want to. Learn about salaries, pros and cons of working for Pershing Advisor Solutions, LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22 Pershing Advisor Solutions, LLC employees in database. Find out everything there's to know about Pershing Advisor Solutions, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pershing Advisor Solutions, LLC Employees
Employee
Years
Job
Industry
Daniella Tutela Daniella Tutela's Pershing Advisor Solutions, LLC Experience March 2009 - October 2011
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
Nicole Bascombe Nicole Bascombe's Pershing Advisor Solutions, LLC Experience January 2009 - 2014
Job Vice President Operations Manager
Industry Financial Services
Experience
Pershing Advisor Solutions, LLC January 2009 - 2014
Skills
Series 7, Entrepreneurship, Equities, Management, Strategic Planning, Leadership, Business Strategy, Strategy, Business Development, Series 24, Legal Compliance, Customer Service, Investments, Financial Services, Operations Management
Education
Pace University - Lubin School of Business
Baruch College, City University of New York (CUNY)
Pershing Advisor Solutions, LLC January 2009 - 2014
Skills
Series 7, Entrepreneurship, Equities, Management, Strategic Planning, Leadership, Business Strategy, Strategy, Business Development, Series 24, Legal Compliance, Customer Service, Investments, Financial Services, Operations Management
Education
Pace University - Lubin School of Business
Baruch College, City University of New York (CUNY)
Mike Golaszewski Mike Golaszewski's Pershing Advisor Solutions, LLC Experience November 2010 - November 2011
Job Managing Partner, element•12 Business & Technology Consulting
Industry Financial Services
Experience
element•12 November 2011 - Present
Advent Software May 2012 - June 2014
Pershing Advisor Solutions, LLC November 2010 - November 2011
Pershing, LLC November 2010 - November 2011
Charles Schwab & Co., Inc. February 2008 - November 2010
Charles Schwab & Co., Inc. January 2006 - January 2008
Washington Mutual Card Services December 2002 - January 2006
Charles Schwab & Co., Inc. December 2001 - 2002
Charles Schwab & Co., Inc. December 2000 - December 2001
Charles Schwab & Co., Inc. January 2000 - December 2000
Skills
Strategy, Product Management, SaaS, IT Strategy, Enterprise Software, Product Marketing, CRM, Product Development, Integration, Leadership, Strategic Planning, Marketing Strategy, Management, Agile Methodologies, Financial Services, Web Development, Vendor Management, Technology Leadership, Marketing Communications, Business Process, Website Development, Software Development, Strategy Development, Investments, Executive Management, Portfolio Management, Change Management, Wealth Management, Asset Management, FINRA, Financial Advisory, Series 7, Series 63, Microsoft SQL Server, Disaster Recovery, Project Management, Program Management, IT Management, Consulting, Business Analysis
Education
Arizona State University 1988 — 1993
B.S.
Arizona State University 1988 — 1993
B.A.
element•12 November 2011 - Present
Advent Software May 2012 - June 2014
Pershing Advisor Solutions, LLC November 2010 - November 2011
Pershing, LLC November 2010 - November 2011
Charles Schwab & Co., Inc. February 2008 - November 2010
Charles Schwab & Co., Inc. January 2006 - January 2008
Washington Mutual Card Services December 2002 - January 2006
Charles Schwab & Co., Inc. December 2001 - 2002
Charles Schwab & Co., Inc. December 2000 - December 2001
Charles Schwab & Co., Inc. January 2000 - December 2000
Skills
Strategy, Product Management, SaaS, IT Strategy, Enterprise Software, Product Marketing, CRM, Product Development, Integration, Leadership, Strategic Planning, Marketing Strategy, Management, Agile Methodologies, Financial Services, Web Development, Vendor Management, Technology Leadership, Marketing Communications, Business Process, Website Development, Software Development, Strategy Development, Investments, Executive Management, Portfolio Management, Change Management, Wealth Management, Asset Management, FINRA, Financial Advisory, Series 7, Series 63, Microsoft SQL Server, Disaster Recovery, Project Management, Program Management, IT Management, Consulting, Business Analysis
Education
Arizona State University 1988 — 1993
B.S.
Arizona State University 1988 — 1993
B.A.
Richard Horne Richard Horne's Pershing Advisor Solutions, LLC Experience 2006 - 2009
Job Sales Executive RIA Channel at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
Pershing 2009 - 2011
Pershing Advisor Solutions, LLC 2006 - 2009
Pershing 2002 - 2006
Pershing 1997 - 2002
Skills
Registered Investment..., Product Development, Practice Management, New Business Development, Mutual Funds, Managed Accounts, Distribution, Consultative Selling, Financial Advisory, Investment Advisory, Public Speaking, Business Relationship..., Conference Speaking, Sales Process, Project Planning, Project Implementation, Client Relationship..., Team Building, Brokerage, Process Improvement, Product Management, Management Consulting, Product Innovation, Series 24
Education
Ramapo College of New Jersey 1991 — 1992
Bachelor of Arts, Theatre
University at Albany, SUNY 1986 — 1989
Business
Vanguard 2012 - Present
Pershing 2009 - 2011
Pershing Advisor Solutions, LLC 2006 - 2009
Pershing 2002 - 2006
Pershing 1997 - 2002
Skills
Registered Investment..., Product Development, Practice Management, New Business Development, Mutual Funds, Managed Accounts, Distribution, Consultative Selling, Financial Advisory, Investment Advisory, Public Speaking, Business Relationship..., Conference Speaking, Sales Process, Project Planning, Project Implementation, Client Relationship..., Team Building, Brokerage, Process Improvement, Product Management, Management Consulting, Product Innovation, Series 24
Education
Ramapo College of New Jersey 1991 — 1992
Bachelor of Arts, Theatre
University at Albany, SUNY 1986 — 1989
Business
Jamil French Jamil French's Pershing Advisor Solutions, LLC Experience February 2012 - Present
Job Director and Senior Counsel at Pershing Advisor Solutions LLC
Industry Investment Management
Experience
Pershing Advisor Solutions LLC February 2012 - Present
New Triad for Collaborative Arts April 2002 - February 2012
Axiom December 2010 - January 2012
Credit Suisse February 2010 - September 2010
Sandell Asset Management Corp. November 2006 - May 2009
Seward & Kissel LLP February 2005 - October 2006
Simpson Thacher & Bartlett LLP October 2001 - January 2005
Princeton Tower Club 2002 - 2004
Skills
Hedge Funds, Compliance, Securities, Private Equity, Capital Markets, Due Diligence, Securities Law, Equities, Securities Regulation, Alternative Investments, Corporate Governance, Corporate Law, Venture Capital
Education
Harvard Law School 1998 — 2001
J.D.
Princeton University 1993 — 1997
A.B., Political Economy, French Language & Culture, East Asian Studies
Pershing Advisor Solutions LLC February 2012 - Present
New Triad for Collaborative Arts April 2002 - February 2012
Axiom December 2010 - January 2012
Credit Suisse February 2010 - September 2010
Sandell Asset Management Corp. November 2006 - May 2009
Seward & Kissel LLP February 2005 - October 2006
Simpson Thacher & Bartlett LLP October 2001 - January 2005
Princeton Tower Club 2002 - 2004
Skills
Hedge Funds, Compliance, Securities, Private Equity, Capital Markets, Due Diligence, Securities Law, Equities, Securities Regulation, Alternative Investments, Corporate Governance, Corporate Law, Venture Capital
Education
Harvard Law School 1998 — 2001
J.D.
Princeton University 1993 — 1997
A.B., Political Economy, French Language & Culture, East Asian Studies
Gina Bruno Gina Bruno's Pershing Advisor Solutions, LLC Experience September 2005 - April 2012
Job Information Risk Officer
Industry Financial Services
Experience
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
Verisk Analytics April 2015 - Present
Pershing, a BNY Mellon company April 2012 - September 2014
Pershing Advisor Solutions, LLC September 2005 - April 2012
Investment Manager Services ( Pershing LLC Prime Brokerage Services) June 1997 - September 2005
Lehman Brothers May 1992 - May 1997
Shearson Lehman Brothers June 1988 - April 1992
Merrill Lynch Pierce Fenner & Smith August 1984 - May 1988
Skills
Privacy, USA PATRIOT Act, Business Continuity, Operational Risk, Regulatory Compliance, Risk Assessment, Information Security, Financial Regulation, Vendor Management, Broker-Dealer, Prime Brokerage, Risk Management, Data Privacy, FINRA, Series 7, Series 24, Series 63, Series 8, Series 4, CIPP, Securities, Options, Fixed Income, RCSA, Team Leadership, Mentoring, Hedge Funds, Process Improvement, Anti Money Laundering, KYC, Mutual Funds, Account Reconciliation, Financial Services
Education
Broward College
Middlesex County College
Joseph Felicetti Joseph Felicetti's Pershing Advisor Solutions, LLC Experience October 2011 - Present
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
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
Cheryl Tuosto (Tarbous)'s Pershing Advisor Solutions, LLC Experience June 2005 - January 2008
Job Vice President at Pershing, LLC
Industry Financial Services
Experience
Pershing, a BNY Mellon company October 2014 - Present
Pershing November 2011 - September 2014
Pershing August 2010 - November 2011
Pershing January 2008 - August 2010
Pershing Advisor Solutions LLC June 2005 - January 2008
Skills
Survey Design, Customer Engagement, Customer Feedback, Data Analysis, Six Sigma, Onboarding, Project Planning, Manage client..., Account Management, Analysis, Business Analysis, Business Development, Financial Services, Management, Project Management, Risk Management, Series 7
Education
Saint Peter's University 2006 — 2008
Master of Business Administration, Finance
University of Maryland College Park 2001 — 2005
Bachelor of Arts
Pershing, a BNY Mellon company October 2014 - Present
Pershing November 2011 - September 2014
Pershing August 2010 - November 2011
Pershing January 2008 - August 2010
Pershing Advisor Solutions LLC June 2005 - January 2008
Skills
Survey Design, Customer Engagement, Customer Feedback, Data Analysis, Six Sigma, Onboarding, Project Planning, Manage client..., Account Management, Analysis, Business Analysis, Business Development, Financial Services, Management, Project Management, Risk Management, Series 7
Education
Saint Peter's University 2006 — 2008
Master of Business Administration, Finance
University of Maryland College Park 2001 — 2005
Bachelor of Arts
David Selig's Pershing Advisor Solutions, LLC Experience May 2007 - June 2008
Job
Industry Financial Services
Experience
Advice Dynamics Partners, LLC July 2008 - Present
Pershing Advisor Solutions LLC May 2007 - June 2008
Luster National, Inc. October 2003 - April 2007
Eveo April 2000 - June 2002
Deloitte Consulting June 1997 - March 1999
Dataflex 1992 - 1996
Skills
Mergers, Due Diligence, Valuation, Succession Planning, Company Acquisitions, Public Speaking, Corporate Development, Financial Services, Private Equity, Mergers & Acquisitions, Business Strategy, Strategy, Investments, Financial Advisory, Asset Managment, Business Planning, Financial Modeling, Strategic Financial..., Management, Alternative Investments, Business Development, Executive Management, Management Consulting, Start-ups, Entrepreneurship, Venture Capital, Strategic Partnerships, Investment Advisory, Strategic Consulting, Investment Management
Education
Columbia Business School 1996 — 1998
MBA, Strategy
University of California, Santa Barbara 1986 — 1990
BA, Film Studies
Advice Dynamics Partners, LLC July 2008 - Present
Pershing Advisor Solutions LLC May 2007 - June 2008
Luster National, Inc. October 2003 - April 2007
Eveo April 2000 - June 2002
Deloitte Consulting June 1997 - March 1999
Dataflex 1992 - 1996
Skills
Mergers, Due Diligence, Valuation, Succession Planning, Company Acquisitions, Public Speaking, Corporate Development, Financial Services, Private Equity, Mergers & Acquisitions, Business Strategy, Strategy, Investments, Financial Advisory, Asset Managment, Business Planning, Financial Modeling, Strategic Financial..., Management, Alternative Investments, Business Development, Executive Management, Management Consulting, Start-ups, Entrepreneurship, Venture Capital, Strategic Partnerships, Investment Advisory, Strategic Consulting, Investment Management
Education
Columbia Business School 1996 — 1998
MBA, Strategy
University of California, Santa Barbara 1986 — 1990
BA, Film Studies
Arthur Melvin Alston Arthur Melvin Alston's Pershing Advisor Solutions, LLC Experience November 2009 - Present
Job Operations Specialist at Pershing Advisor Solutions LLC
Industry Financial Services
Experience
Pershing Advisor Solutions LLC November 2009 - Present
Charles Schwab August 1999 - October 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Florida Agricultural and Mechanical University 1991 — 1997
Mathematics
Pershing Advisor Solutions LLC November 2009 - Present
Charles Schwab August 1999 - October 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Florida Agricultural and Mechanical University 1991 — 1997
Mathematics
Jean Benjamin's Pershing Advisor Solutions, LLC Experience June 2005 - July 2011
Job Software Engineer
Industry Information Technology and Services
Experience
ANN INC. January 2012 - September 2012
Royal Bank of Scotland November 2011 - December 2011
Reservoir Capital Group August 2011 - October 2011
Pershing Advisor Solutions LLC June 2005 - July 2011
KLG, Inc. June 2004 - May 2005
ANADIGICS, Inc January 2004 - May 2004
Technical Development Corporation October 2001 - October 2003
Skills
VB.NET, VBA, MS Office Automation, Access, Excel, SQL, Microsoft Office, Databases, Software Documentation, Microsoft Excel
Education
Cornell University 1996 — 2000
BS
ANN INC. January 2012 - September 2012
Royal Bank of Scotland November 2011 - December 2011
Reservoir Capital Group August 2011 - October 2011
Pershing Advisor Solutions LLC June 2005 - July 2011
KLG, Inc. June 2004 - May 2005
ANADIGICS, Inc January 2004 - May 2004
Technical Development Corporation October 2001 - October 2003
Skills
VB.NET, VBA, MS Office Automation, Access, Excel, SQL, Microsoft Office, Databases, Software Documentation, Microsoft Excel
Education
Cornell University 1996 — 2000
BS
Daniel Cushing's Pershing Advisor Solutions, LLC Experience 2003 - 2005
Job Advisory Services Regional Consultant at Envestnet, Inc
Industry Banking
Experience
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
Envestnet, Inc November 2014 - Present
Portfolio Pathway October 2013 - November 2014
Envestnet Asset Management February 2011 - October 2013
Harris Bank May 2009 - February 2011
Harris Bank January 2007 - May 2009
Mesirow Financial 2005 - 2007
Pershing Advisor Solutions, LLC 2003 - 2005
Pershing 2000 - 2005
Harris Associates 1997 - 2000
Skills
Financial Services, Relationship Management, Series 7
Education
Northern Illinois University 1987 — 1991
Michelle Herrera's Pershing Advisor Solutions, LLC Experience 2005 - 2007
Job Executive Assistant at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners May 2014 - Present
Credit Suisse November 2009 - May 2014
Citi May 2007 - November 2009
Pershing Advisor Solutions, LLC 2005 - 2007
Robert K. Futterman & Associates LLC August 2004 - June 2005
Skills
Lotus Notes, Microsoft Excel, PeopleSoft, PowerPoint, SharePoint, Salesforce.com, Online Research, Adobe Professional, Office 2010, MapInfo Professional, Outlook, Calendars, Spreadsheets, Travel Arrangements, Confidentiality, Office Management, Concur, Expense Reports, Calendaring, Fax, Executive Support, Onboarding, Event Planning, Office Equipment, Training, Administrative..., Microsoft Office
Education
Baruch College 2006 — 2010
Certificate in Advance Finance & Investments, Finance & Investments
St. Lawrence University 1996 — 2000
Bachelor or Arts, Sociology & Speech/Theathre
Providence Equity Partners May 2014 - Present
Credit Suisse November 2009 - May 2014
Citi May 2007 - November 2009
Pershing Advisor Solutions, LLC 2005 - 2007
Robert K. Futterman & Associates LLC August 2004 - June 2005
Skills
Lotus Notes, Microsoft Excel, PeopleSoft, PowerPoint, SharePoint, Salesforce.com, Online Research, Adobe Professional, Office 2010, MapInfo Professional, Outlook, Calendars, Spreadsheets, Travel Arrangements, Confidentiality, Office Management, Concur, Expense Reports, Calendaring, Fax, Executive Support, Onboarding, Event Planning, Office Equipment, Training, Administrative..., Microsoft Office
Education
Baruch College 2006 — 2010
Certificate in Advance Finance & Investments, Finance & Investments
St. Lawrence University 1996 — 2000
Bachelor or Arts, Sociology & Speech/Theathre
Sebastian Burtone's Pershing Advisor Solutions, LLC Experience October 2005 - November 2010
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Donna Vazquez's Pershing Advisor Solutions, LLC Experience September 2008 - August 2010
Job Strategic Thinker Tactical Implementation
Industry Financial Services
Experience
Pershing Advisor Solutions, LLC September 2008 - August 2010
Pershing Advisor Solutions, LLC July 2006 - September 2008
Pershing Advisor Solutions, LLC January 2005 - July 2006
Pershing December 2000 - January 2005
Donaldson, Lufkin & Jenrette February 1992 - December 2000
Skills
Client Relationship..., brokerage operations, broker dealer..., RIA operations, Root Cause Analysis, mentoring and coaching, training and development, Process Improvement, Management, Mentoring, Coaching, Series 7, CRM, Financial Services, Strategy, Talent Management, Brokers, Sales, Banking, Training, Leadership, Six Sigma, Change Management, Human Resources, Mergers & Acquisitions, Critical Thinking, Program Management, Teamwork, Strategic Thinking, Risk Management
Education
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Universitat de Barcelona
spring semester, Spanish studies
Women Unlimited
Pershing Advisor Solutions, LLC September 2008 - August 2010
Pershing Advisor Solutions, LLC July 2006 - September 2008
Pershing Advisor Solutions, LLC January 2005 - July 2006
Pershing December 2000 - January 2005
Donaldson, Lufkin & Jenrette February 1992 - December 2000
Skills
Client Relationship..., brokerage operations, broker dealer..., RIA operations, Root Cause Analysis, mentoring and coaching, training and development, Process Improvement, Management, Mentoring, Coaching, Series 7, CRM, Financial Services, Strategy, Talent Management, Brokers, Sales, Banking, Training, Leadership, Six Sigma, Change Management, Human Resources, Mergers & Acquisitions, Critical Thinking, Program Management, Teamwork, Strategic Thinking, Risk Management
Education
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Universitat de Barcelona
spring semester, Spanish studies
Women Unlimited
Robert McInerney's Pershing Advisor Solutions, LLC Experience May 2015 - Present
Job AML Compliance Profession at Pershing Advisor Solutions
Industry Financial Services
Experience
Pershing Advisor Solutions, LLC May 2015 - Present
Pershing Advisor Solutions, LLC October 2006 - April 2015
Fidelity Investments 2005 - 2006
Skills
Series 7, Financial Services, Investments, Risk Management, Finance, CRM, Asset Management, Financial Analysis, Strategic Planning
Education
St. Peter's College 2008 — 2010
MBA, Finance
West Virginia University 1997 — 2001
Bachelor of Arts, English
Pershing Advisor Solutions, LLC May 2015 - Present
Pershing Advisor Solutions, LLC October 2006 - April 2015
Fidelity Investments 2005 - 2006
Skills
Series 7, Financial Services, Investments, Risk Management, Finance, CRM, Asset Management, Financial Analysis, Strategic Planning
Education
St. Peter's College 2008 — 2010
MBA, Finance
West Virginia University 1997 — 2001
Bachelor of Arts, English
Elaine Evers's Pershing Advisor Solutions, LLC Experience July 2007 - October 2009
Job Executive Assistant at Actavis plc now Allergan plc
Industry Financial Services
Experience
Novartis Oncology January 2015 - March 2015
Eisai Pharmaceuticals September 2013 - October 2014
Novartis Pharmaceuticals February 2013 - June 2013
Franklin Templeton Investments December 2012 - February 2013
Citi August 2012 - October 2012
CIT Group February 2012 - July 2012
UBS April 2011 - January 2012
Wall Street Services October 2010 - December 2010
Pershing Advisor Solutions LLC July 2007 - October 2009
NYSE November 2004 - January 2007
Education
Montclair State University 2002 — 2005
Paralegal Certificate
Montclair State University 1990 — 1995
MBA
Queens College 1976 — 1984
Bachelor
Dominican Commercial High School 1972 — 1976
High School Diploma
Novartis Oncology January 2015 - March 2015
Eisai Pharmaceuticals September 2013 - October 2014
Novartis Pharmaceuticals February 2013 - June 2013
Franklin Templeton Investments December 2012 - February 2013
Citi August 2012 - October 2012
CIT Group February 2012 - July 2012
UBS April 2011 - January 2012
Wall Street Services October 2010 - December 2010
Pershing Advisor Solutions LLC July 2007 - October 2009
NYSE November 2004 - January 2007
Education
Montclair State University 2002 — 2005
Paralegal Certificate
Montclair State University 1990 — 1995
MBA
Queens College 1976 — 1984
Bachelor
Dominican Commercial High School 1972 — 1976
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY