PNC Global Investment Services
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PNC Global Investment Services Employees
Commonwealth Trust Company October 2012 - Present
PNC Wealth Management December 2009 - October 2012
PNC Global Investment Services June 2007 - December 2009
Skills
Tax, Strategic Financial..., Leadership, Financial Services, Accounting, High Net Worth..., Financial Reporting, Tax Law, Income Tax, Finance, Account Reconciliation, Tax Advisory, Trusts, Financial Planners, Due Diligence, Financial Accounting, Tax Preparation, Tax Returns
Education
Widener University 2007 — 2008
Masters, Taxation and Financial Planning
Temple University 1999 — 2003
BBA, Business Law
Tonsorial Masters May 2014 - Present
BNY Mellon October 2012 - Present
PNC Global Investment Services November 2010 - October 2012
PNC GIS October 2009 - November 2010
Evergreen Investments August 2007 - October 2009
Skills
Mutual Funds, Customer Service, Business Analysis, Finance, Financial Analysis, Financial Services, Investments, Process Improvement, Relationship Management, Securities
Education
Rob Roy Academy-Worcester 2014 — 2015
MA Board Certified, Cosmetology, Barber/Styling, and Nail Instructor
Capella University 2008 — 2011
Finance, General
ITT Tech Richmond VA 2006 — 2006
Certificate of Completion, Computer Systems Networking and Telecommunications
BMO Financial Group June 2015 - Present
BMO Financial Group October 2012 - June 2015
State Street Global Advisors Ireland March 2011 - April 2012
BNY Mellon March 2010 - March 2011
PNC Global Investment Services December 2006 - August 2008
Skills
Public Speaking, Communication, Numerical Ability, Methodical, Client Relations Skills, Team Leadership, Project Coordination, Mutual Funds, Fixed Income, Corporate Actions, Asset Management, CRM, Portfolio Management, Equities, Trading, Financial Analysis, Securities, Financial Services, Management, Investments, FX Options, Hedge Funds
Education
Dublin Institute of Technology 2002 — 2006
Bachelor of Science (B.Sc.), Business Management
Terenure College 1995 — 2001
Temple University Health System August 2015 - Present
Cancer Treatment Centers of America January 2011 - Present
ACHIEVEability October 2009 - January 2011
Broder Bros., Co December 2008 - September 2009
GMAC ResCap August 2007 - November 2008
PNC Global Investment Services 2002 - 2007
Benefit Concepts 1998 - 2000
Skills
Access, Analysis, Strategic Planning, Microsoft Excel, Financial Reporting, Account Management
Education
Philadelphia University 2006 — 2007
MBA, International Business
Philadelphia University 2002 — 2006
BS, Finance
Miss Greater Worcester February 2012 - Present
APAC Customer Services September 2014 - March 2015
Zero Chaos ( BNY Mellon ) February 2014 - May 2014
TD July 2011 - August 2012
PNC Global Investment Services December 1998 - October 2009
Skills
Account Management, Leadership Development, Banking, Credit, Risk Management, Financial Services, Equities, Relationship Management, Portfolio Management, Customer Service, Process Improvement, Leadership, Management, Training, Call Centers, Project Management, Business Development, Strategic Partnerships, Human Resources, Talent Management, Interviews, Talent Acquisition, CRM, Mutual Funds, Vendor Management, Team Leadership, Microsoft Excel, Time Management, Recruiting, Customer Experience, Microsoft Office, Team Building, Sales, Operations Management
Education
Quinsigamond Community College 2000 — 2010
Business, 4.0 GPA
Holy Name CCHS
Wilmington Trust June 2013 - Present
BNY Mellon September 2011 - December 2012
PNC Global Investment Services February 2007 - June 2011
PFPC Inc. February 2005 - June 2007
Eastern Caribbean Central Bank - Basseterre, St. Kitts W.I. January 1997 - December 2000
Coco-Cola Bottling Company December 1993 - January 1996
Skills
Financial Reporting, Hedge Funds, Account Reconciliation, Financial Analysis, Auditing, General Ledger, Sarbanes-Oxley Act, Mutual Funds, Investments, Tax, Financial Accounting, Budgets, Fund Accounting
Education
Wilmington College 2013 — 2014
Master of Business Administration (MBA), Accounting, 3.9
Villanova University 2011 — 2011
Six Sigma Green Belt Training Certificate, Project Management
Wilmington College 2011 — 2011
Non-Degree, Advanced Financial Accounting, 4.0
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2010
Non-Degree, Accounting, 4.0
Widener University 2005 — 2005
Non-Degree, Tax Accounting, 3.5
City University of New York 2001 — 2004
Bachelor of Science, Management, 3.9
UMB Fund Services March 2013 - Present
BNY Mellon May 2001 - September 2012
PNC Global Investment Services 2001 - July 2010
Livetrade.com 2000 - 2001
Standard & Poors 1995 - 2000
Advent Software 1992 - 1995
Skills
New Business Development, Sales Management, Private Equity, Business Development, Business Planning, Sales, Public Speaking, Market, Alternative Investments, Investments, Financial Services, Hedge Funds, Fund Of Funds, Valuation, Mutual Funds, Equities, Asset Managment, Fund Accounting, Relationship Management, Series 7, Global Custody, Back Office
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Philosophy, Finance
Atlantic City High School
State Street March 2015 - Present
Pershing, a BNY Mellon company September 2006 - March 2015
Pershing, a BNY Mellon company September 2005 - September 2006
PNC Global Investment Services May 2002 - September 2005
Business Page, Inc. February 1997 - May 2002
Skills
Microsoft Excel, Microsoft Office, Finance, Accounting, Trading, Financial Services, Investments, Financial Analysis, Mutual Funds, Business Analysis, Business Strategy, Account Reconciliation, Customer Service, Risk Management, Public Speaking, Strategic Planning, Leadership, Management, Forecasting, Banking
Education
Penn State University 1996 — 2000
Bachelors of Science, Marketing
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
US Bank October 2008 - Present
PNC Global Investment Servicing 2007 - 2008
PNC Global Investment Services 2007 - 2008
Bank of New York Mellon (Formerly PNC Bank) 2004 - 2008
Skills
New Business Development, Management, Training, Relationship Management, Banking, Financial Services, Cash Flow, Customer Service, Account Management
Education
University of Pittsburgh 1996 — 2000
Sumitomo Trust and Banking June 2011 - Present
PNC - Global Investment Services March 2010 - June 2011
Fi-Tek, LLC May 2009 - March 2010
SEI Investments August 2006 - February 2009
Quality Application Services, Inc January 1998 - May 2006
PNC-GIS (Formerly Funds Associates), January 1997 - January 1998
Trust Management Solutions October 1992 - December 1996
Premier Systems 1990 - 1992
Premier Systems 1984 - 1990
SEI Investments 1980 - 1984
Skills
Analysis, Asset Management, Back Office, Banking, Bloomberg, Business Analysis, Business Requirements, Corporate Actions, Databases, Derivatives
Education
Drexel University 1974 — 1978
Archbishop Prendergast High School 1970 — 1974
St Cyril's
The University of Pennsylvania November 2010 - Present
JPMorgan Chase November 2008 - November 2010
PNC Global Investment Services July 2008 - November 2008
PNC Global Investment Services July 2007 - January 2008
Skills
Microsoft Office, Oracle Applications, Research Administration, Financial Reporting, Financial Analysis, Collateral Management, General Ledger, Customer Service, Employee Training, Transition Planning, Federal Grants..., Contractual Agreements, Subledger Accounting, Workflow Management, Organizational..., Client Liaison, Account Reconciliation, Invoice Verification, Team Leadership
Education
The University of Pennsylvania 2011 — 2013
Masters of Liberal Arts in Labor Economics and Business Anthropology, Certificate in Global Studies
St. Joseph's University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Saturna Capital Corporation August 2011 - Present
BNY Mellon July 2010 - July 2011
PNC Global Investment Services January 2001 - July 2010
Invesmart (now part of Standard Insurance) October 1999 - December 2000
Bisys Group April 1997 - October 1999
Federated Investors, Inc. August 1988 - April 1997
BNY Mellon January 1980 - August 1988
Education
University of Pittsburgh 1980 — 1983
Master of Business Administration (MBA), Finance
West Virginia University 1976 — 1979
Bachelor of Science (BS), Business Administration and Management, General
US Bank August 2013 - Present
BNY Mellon September 2006 - March 2012
PNC Global Investment Services June 2007 - December 2008
Internal Revenue Service March 2005 - August 2006
YMCA ASSOCIATION OF THE VICINITY June 2004 - January 2005
Upper Main Line YMCA August 2000 - June 2004
First Union/Corestates January 1998 - August 2000
Corestates Bank October 1983 - December 1997
Skills
Tax Treaties, Reclaims,..., Equities, Financial Services, Banking, SWIFT messaging, SWIFT payments, Microsoft Excel, Securities, Mutual Funds, Employee Benefits, Accruals, Amortization Schedules, Account Reconciliation, Finance, Tax, Financial Statements, Invoicing, Fund Accounting, Settlement, Bookkeeping, Mergers, Corporate Actions, Fund Administration, Global Custody, Asset Management, Bank Reconciliation, Internal Controls, Payments, Payroll, Fundraising, Financial Accounting, AML, Investments, Auditing
Education
Peirce College 2011 — 2014
Business Management
The Nonprofit Center at LaSalle University 2010 — 2012
Albridge, an Affiliate of Pershing July 2015 - Present
Capital Guardian LLC June 2013 - March 2015
Albridge, an Affiliate of Pershing June 2010 - June 2013
Bank of New York / Pershing - Albridge Solutions June 2009 - June 2010
PNC Global Investment Services June 2008 - June 2009
PNC Global Investment Services - Albridge Solutions September 2007 - June 2008
Willow Financial Bank March 2006 - September 2007
PFPC 2001 - 2006
J.P January 2000 - January 2001
Delaware Investments, a member of the Macquarie Group February 1997 - January 2000
Skills
Documentation, Financial Reporting, Supervisory Skills, Customer Relations, Problem Solving, Software Documentation, Customer Service, Operations Management, Relationship Management, Mutual Funds, Securities, Business Analysis, Risk Management, Training, Account Reconciliation, Management, Project Management, Analysis, Financial Services, Investments, Account Management, Six Sigma
Education
Peirce College 2009 — 2011
BS, Business Administration - Management
Northeast Catholic
BNY Mellon June 2007 - May 2011
PNC Global Investment Services July 2005 - June 2007
Skills
Account Reconciliation, Accounting, Financial Reporting
Education
Goldey-Beacom College 1990 — 2002
Bose Corporation March 2007 - Present
PNC Global Investment Services 2005 - 2007
JP Morgan 2004 - 2005
Department Of safety 2004 - 2004
Skills
Quality Center, Test Automation, Quality Assurance, Agile Methodologies, Scrum, Software Quality..., Automation, QTP, Test Cases, Regression Testing, SDLC, SQL, Performance Testing, Web Services, SOA, Selenium, Test Planning, Test Strategy, Agile Project Management, Linux, Requirements Analysis, JMeter, Unix, JIRA, XML, Manual Testing, Test Management, Chef, DevOps, Amazon Web Services..., Cloud Computing, Lean Six Sigma, Yellow Belt, PDCA, Performance Tuning
Education
Jawaharlal Nehru Technological University 1998 — 2002
Vignan Girls College,Guntur 1996 — 1998
High School, Mathematics
Kakatiya High School 1985 — 1995
High school
Barclaycard December 2010 - Present
Wilmington Trust June 2010 - December 2010
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase February 2006 - May 2007
PNC Global Investment Services April 2004 - February 2006
US Bank June 2003 - March 2004
Skills
General Ledger, Accounting, Reconciliation, Excel, Account Reconciliation, Financial Accounting, Process Improvement, GAAP, PeopleSoft, IFRS, Journal Entries, Internal Controls, Accounts Receivable, US GAAP, Finance, Forecasting, Microsoft Excel
Education
Goldey Beacom College 2006 — 2007
Master of Business Administration (MBA), Finance
University of Saint Thomas - School of Business 2001 — 2003
Bachelor of Arts (BA), Finance
Minnesota State University, Mankato 1999 — 2001
Finance
J.P. Morgan February 2012 - October 2013
Seligman Data Corp September 2002 - June 2009
PNC Global Investment Services April 1996 - September 2002
PFPC 1996 - 2002
Skills
Operations Management, Management, Securities, Training, Mutual Funds, Call Centers, Risk Management, Customer Service, Financial Services, Equities, Finance
Education
Suffolk University
Bachelors, Business Administration
BNY Mellon March 2015 - Present
BNY Mellon May 2010 - Present
PNC Global Investment Services June 2007 - May 2010
Applied Card Systems February 2007 - May 2007
Delaware State University January 2007 - May 2007
Skills
US GAAP, Corporate Tax, Individual Tax, Partnership Taxation, IFRS, GAAS, Investment Accounting, Hedge Funds, Financial Analysis, Securities, Accounting, Account Reconciliation, Fund Accounting, Fund Administration, Cash Management, SEC filings, Income Tax, SEC Filings, Auditing, Financial Services, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Management, Finance, Investments
Education
Widener University 2009 — 2013
Master’s Degree, Taxation
Delaware State University
Bachelor of Science (BSc), Accounting
East Side Charter School September 2008 - Present
PNC Global Investment Services September 2007 - August 2008
Education
Delaware State University 2005 — 2006
Masters Of Business Administration
Direct Edge, A BATS Global Markets Company August 2011 - Present
Tradeweb Markets LLC March 2010 - July 2011
Fiserv Inc August 2006 - November 2009
PNC Global Investment Services March 2005 - August 2006
Skills
Enterprise Architecture, Microsoft SQL Server, Databases, Data Warehousing, High Availability, High Performance..., SQL, Performance Tuning, Disaster Recovery, SDLC, Management, Software Project..., Cross-functional Team..., Product Management, Vendor Management, Agile Methodologies, Business Analysis, Requirements Analysis, Software Development, Business Intelligence, Cloud Computing, IIS, XML, .NET, Start-ups, Windows Server, VMware
Education
University of Rochester
Master of Science
Vigilant Compliance ,LLC November 2014 - Present
BNY Mellon June 2006 - December 2013
PNC Global Investment Services December 1999 - July 2010
FPS Services October 1968 - December 1999
US Army November 1964 - April 1967
Skills
Mutual Funds, Fund Services, Fund Structuring, Fund Administration, Global Custody, Transfer Agency, Accounting, Equities, Financial Modeling, Financial Structuring, Financial Services, Due Diligence, Back Office, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Fixed Income, Securities, Financial Advisory, Corporate Actions, Derivatives, ETFs, Bloomberg, Business Development, Investments, Portfolio Management, Series 7, Asset Allocation, Wealth Management, Private Equity, Financial Markets, Relationship Management, Options, Investment Strategies, Trading, Investment Advisory, Series 63, Capital Markets, Bonds, Investor Relations, Investment Banking, Valuation, Equity Derivatives, Securities Lending, FX Options, Fund Of Funds, Funding, Structured Products, Financial Risk
Education
La Salle University 1960 — 1964
Bachelor of Science (B.S.), Industrial Management
LaSalle University 1960 — 1964
Bachelor of Science, Industrial Management, Industrial Management
PNCGIS Sr Prog AnalystPNC Financial Services Group2006 - Present
PNC Global Investment Services 2006 - Present
Education
New Jersey Institute of Technology 2000 — 2002
MS, Information Systems
Rumsey Electric Company July 2012 - Present
PNC Global Investment Services February 2004 - June 2012
GHR Systems July 2002 - April 2003
Chubb November 1993 - August 2001
Skills
Microsoft SQL Server, SQL, T-SQL, Databases, SQL Server, SSIS, SSRS, Tableau, MySQL, ETL, Visual Studio, Programming, Software Development, VB.NET, HTML, PHP, JavaScript, ASP, Microsoft Office, Data Analysis, SDLC, Business Analysis, ASP.NET, Database Design, Microsoft Excel, SharePoint, Visual Basic, Database Administration, Data Warehousing, Data Modeling, Stored Procedures, Web Services, Agile Methodologies, .NET, Business Intelligence, Visio, Software Project..., Excel
Education
Chubb Institute 2001 — 2001
Web Development & Business Programming(Diploma), 4.00
Chubb Institute 1993 — 1993
Computer Programming(Diploma), 3.87
Cheyney University of Pennsylvania 1978 — 1981
BA, Earth & Space Science, 3.72
West Chester University of Pennsylvania 1977 — 1978
PNC Global Investment Services 2008 - 2009
PNC GLOBAL INVESTMENT SERVICING (Formerly PFPC.) 1998 - 2009
PFPC INC 1998 - 2008
The Vanguard Group 1991 - 1997
Skills
Mutual Funds, Microsoft Excel, Investment Banking, Investments, Hedge Funds, Customer Service, Alternative Investments
Education
University of New Haven 1978 — 1982
BS, Business Administration
Burlington Coat Factory October 2010 - June 2012
Merck Pharmaceuticals – via Devon Consulting November 2009 - April 2010
PNC - Global Investment Services January 2008 - July 2009
GMAC Mortgage December 2005 - July 2007
De Lage Landen Financial Services September 1999 - December 2005
De Lage Landen Financial Services January 1999 - January 2005
The Loewen Group September 1998 - June 1999
The Loewen Group September 1998 - June 1999
US Army January 1985 - January 1993
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
MBA, Finance & Information Systems
Lock Haven University of Pennsylvania 1994 — 1997
BS, Finance & Economics
Nixon Uniform Service & Medical Wear September 2014 - Present
Nixon Uniform Service & Medical Wear 2014 - 2015
Prince Telecom/Midtown Express December 2013 - September 2014
Prince Telecom October 2012 - September 2014
Crossroads Christian Fellowship October 2005 - June 2012
Blue Cross Blue Shield of Delaware on Assignment from Robert Half September 2010 - February 2012
PNC Financial Services Group November 2007 - April 2010
PNC Global Investment Services November 2007 - April 2010
MBNA America Bank June 2004 - October 2006
MBNA America Bank October 2001 - June 2004
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, General Ledger, Cash Management, Fund Accounting, Risk Management, GAAP, Financial Accounting, Internal Audit, Account Management, Customer Satisfaction, Sales, Customer Service, Payroll, Management
Education
Immaculata University 2004 — 2008
Bachelor of Science (BS), Finance/Business Management
State Street December 2013 - July 2014
Broadridge Financial Solutions July 2013 - October 2013
PHH Mortgage August 2012 - November 2012
Brandywine Global Investment, Philadelphia, PA October 2010 - May 2011
PNC Global Investment Services June 2008 - February 2010
PFPC January 2007 - June 2008
Education
Temple University - Fox School of Business and Management 2002 — 2006
BBA, Finance
Temple University - Fox School of Business and Management
Bachelor's Degree, Finance
M & T Bank Corporation November 2007 - Present
PNC Global Investment Services November 2005 - November 2007
Education
Sacred Heart University
Finance
FedEx October 2011 - Present
PNC Global Investment Services 1994 - 2010
Presidential Estates Realty January 1986 - April 1993
Education
IREM 1986 — 1993
Northeastern University
Bayada Home Health Care May 2009 - Present
PNC Global Financial Services February 1997 - November 2009
PNC Global INvestment Services February 1997 - November 2009
Skills
Cpr Certified, Healthcare, Nursing, Nutrition, Wellness, Customer Service, Medical Terminology, Hospitals, Home Care, Rehabilitation, BLS, Fitness
Education
Wilmington College 2003 — 2014
Still working on under graduate six courses left, Finance, General
Middlesex Community College 1988 — 1992
Associates Degree, Art/Art Studies, General
J.P. Morgan August 2014 - Present
Harris Williams & Co. May 2012 - August 2014
PNC Capital Markets LLC May 2012 - August 2014
PNC January 2012 - May 2012
PNC September 2009 - December 2011
PNC Global Investment Services September 2008 - September 2009
Skills
Series 24, Series 7, Series 63, Risk Management, Portfolio Management, Hedge Funds, Mutual Funds, Financial Analysis, Finance, Equities, Due Diligence, Derivatives, Banking
Education
Kent State University
Bachelor of Science (BS), Finance