Pershing LLC, Bank of New York Mellon
Address: 135 Main St #5, San Francisco, CA 94105 Phone: (415) 778-1900Website: : : Place name: : : Category: Hours: : : Website: https://www.pershing.com/ Category: Real Estate Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Pershing LLC Posting publicly on the Web Write a review Reviews Be the first to review
Pershing LLC, Bank of New York Mellon List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pershing LLC, Bank of New York Mellon. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Pershing LLC, Bank of New York Mellon Employees
Cetera Financial Group July 2010 - Present
Pershing LLC September 2005 - July 2010
Pershing LLC, Bank of New York Mellon March 2006 - March 2007
Pershing/Bank of New York September 2005 - March 2006
Fidelity Registered Investment Advisor Group (FRIAG) 2001 - 2005
Fidelity Investments 1992 - 2005
SupplierMarket 1999 - 2000
SupplierMarket.com/Ariba 1999 - 2000
Education
Bowdoin College 1985 — 1989
National Grid Utility Company August 2012 - April 2013
The Training Associates March 2012 - August 2012
Pershing LLC, Bank of New York Mellon January 2011 - January 2012
Wachovia Securities/Wells Fargo Advisors June 2005 - May 2009
Wachovia Securities October 2003 - May 2005
Prudential Securities April 1998 - October 2003
Prudential Securities April 1996 - April 1998
ExecuTrain February 1995 - April 1996
Automatic Data Processing March 1993 - August 1994
Skills
Integration, Leadership Development, Management, Coaching, Financial Analysis, Change Management, Team Building, SDLC, Financial Services, Training, Workshop Facilitation, Mutual Funds, Strategic Planning, Staff Development, Customer Service, Instructional Design, Leadership, Mergers, Management Consulting, Organizational..., Team Leadership, Employee Training, Series 7, CRM, Performance Management, Instructor-led Training, Project Planning, Talent Management, Recruiting, Cloud Computing, Training Delivery
Education
Northeastern University 1986 — 1991
Bachelor of Science in Business Administration, Management
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Pershing LLC, Bank of New York Mellon 1996 - Present
Pershing LLC, Bank of New York Mellon January 2001 - December 2006
Skills
Process Improvement, CMM, PMP, PMBOK, Project Planning, Management, Leadership, SDLC, PMO, Program Management, Business Analysis, Project Management, Change Management, IT-CMF, Vendor Management, Training, Non-profit Volunteer, IT Strategy, Project Delivery
Education
Fairleigh Dickinson University 1997 — 2000
MBA, Computer Information Systems
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA, Computer Information Systems
University of the West Indies, St. Augustine Campus 1981 — 1984
Certificate, Business Management
Pershing, a BNY Mellon company September 2015 - Present
Pershing, a BNY Mellon company August 2012 - August 2015
Pershing February 2009 - August 2012
Pershing LLC, Bank of New York Mellon July 2005 - February 2009
Marco Polo April 2008 - November 2008
Pershing 2005 - 2008
Skills
Equities, Fixed Income, Financial Services, Securities, Series 7, Management, Portfolio Management, Capital Markets, Risk Management, Mutual Funds, Wealth Management...
Education
Rutgers University-New Brunswick 2002 — 2005
B.S., Finance
Pershing August 1999 - Present
Pershing LLC, Bank of New York Mellon 1999 - Present
Education
Pace University School of Law
HSBC Global Banking and Markets February 2015 - Present
HSBC Global Banking and Markets October 2013 - January 2015
Bank of America June 2012 - March 2013
Pershing LLC, Bank of New York Mellon January 2006 - November 2011
AIG 2002 - 2004
Prudential Insurance 1995 - 1997
Continental Insurance 1980 - 1995
Skills
PMO, SDLC, Vendor Management, Business Analysis, Visio, Requirements Analysis, Process Improvement, Business Requirements, Program Management, Requirements Gathering, Business Process..., Risk Management, Project Management, Project Portfolio..., MS Project, SharePoint, Project Planning, Management, Testing, Quality Assurance, PMP
Education
Allegheny College
Pershing, LLC - Bank of New York Mellon December 2001 - Present
Prudential Financial March 1998 - November 2001
Chase Manhattan Corporation October 1989 - September 1994
Education
Rochester Institute of Technology 1980 — 1984
MBA, Marketing
State University of New York College at Potsdam 1978 — 1980
State University of New York College at Geneseo 1975 — 1977
BNY Mellon August 2013 - Present
Pershing LLC, Bank of New York Mellon January 2007 - August 2013
Fairwinds Credit Union January 2006 - December 2006
Skills
Leadership, Management, Process Improvement, Microsoft Excel, Mutual Funds, Customer Service, Risk Management, Analytics, Operations Management, Supervisory Experience, Strategic Planning, Forecasting, Cross-functional Team..., Budgets, Regulatory Compliance, FINRA, Legal Compliance, European Markets, Banking, Relationship Management
Education
University of Central Florida - College of Business Administration 2004 — 2006
Finance, Finance, Accounting, Real Estate Finance, and Economics
Rollins College - Crummer Graduate School of Business
Executive MBA
Pershing LLC Bank of New York Mellon August 2008 - Present
Pershing 2008 - Present
Bear Stearns April 2005 - August 2008
iNautix Technologies 2000 - 2002
Skills
SDLC, Business Analysis, Vendor Management, PMP, Requirements Gathering, Program Management, Software Project..., Risk Management, IT Strategy, Requirements Analysis, Agile Methodologies, Process Improvement, PMO, MS Project, Project Management, Process Engineering, Business Process..., Outsourcing, Project Portfolio..., Business Requirements, Change Management, Software Development, Financial Services, Enterprise Architecture, Project Delivery, Product Management, Trading Systems
Education
Fairleigh Dickinson University 1980 — 1984
bsme, Mechanical Engineering
TIAA-CREF September 2014 - Present
Merrill Edge, Bank of America Merrill Lynch August 2011 - December 2013
AXA Advisors November 2010 - June 2011
Pershing LLC, Bank of New York Mellon November 2006 - February 2009
Moors & Cabot July 2006 - November 2006
Presidio Financial Partners November 2005 - February 2006
Oppenheimer & Co. November 2002 - October 2005
Wachovia Securities, LLC May 2001 - May 2002
Robertson Stephens April 1999 - April 2001
Skills
Investments, Series 7, Financial Services, Equities, Asset Management, Series 63, Strategic Financial..., Estate Planning, Financial Advisory, Investment Strategies, Asset Allocation, Risk Management, Insurance, Finance, Alternative Investments, Strategy, Mutual Funds, Wealth Management, Institutional Sales, Account Management, Relationship Management, Corporate Training, Retirement Planning, Investment Advisory, Wealth Management..., Portfolio Management, Securities, Banking, New Business Development, Sales Presentations, FINRA, Sales Management, Retirement, Financial Markets, Sales Process, Financial Planning
Education
Golden Gate University
MBA, Finance
University of Hamburg
BS / Vordiplom, Business Administration
COR Capital Holdoings October 2011 - Present
DonePlus Inc. September 2010 - Present
Pershing LLC, Bank of New York Mellon 1976 - 2007
Pershing 1976 - 2007
Education
Columbia University in the City of New York
Master's degree, Industrial and Organizational Psychology
Columbia, M.A.; LIU, B.A; Harvard Executive Business Program,
Bachelor of Applied Science (B.A.Sc.), Applied Psychology