Russell/Mellon Company
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Russell/Mellon Employees
Envestnet Tamarac January 2015 - Present
Wilshire Associates January 2012 - September 2014
BI-SAM Technologies August 2010 - January 2012
StatPro September 2007 - August 2010
Mellon Analytical Solutions September 2005 - September 2007
Russell/Mellon January 1999 - September 2005
Frank Russell October 1994 - December 1998
Skills
Performance Attribution, GIPS Compliance, Management, Project Management, Performance Management, Performance Measurement, Analytics, Data Analysis, Team Leadership, Employee Training, Client Services, Client Relations, Client Training, Client Education, Pre-sales, Sales Presentations, Public Speaking, Transaction Processing, Reporting & Analysis, Report Design, Product Design, Business Development, Portfolio Management, Asset Management, Financial Modeling, Equities, Asset Managment, Fixed Income, Attribution, Investments, Hedge Funds, Product Management, Capital Markets, Financial Risk, Business Analysis, Financial Services, Risk Management, Derivatives, Alternative Investments, Mutual Funds
Education
University of Puget Sound 1991 — 1994
Finance, Finance
Colorado State University 1977 — 1981
GEM Business Solutions August 2012 - Present
BNY Mellon October 2000 - April 2010
RussellMellon 2000 - 2007
Skills
People Management, Process Improvement, Continuous Improvement, Lean Six Sigma, Team Building, Operations Management, Project Management, Six Sigma, Management, Lean Manufacturing, Cross-functional Team..., Strategic Planning, Forecasting, Strategy, Performance Management, Management Consulting, Business Development, Leadership, Risk Management, Program Management, Business Process..., Team Leadership, Contract Negotiation, Leadership Development, Budgets, Organizational..., Analysis, Business Strategy, Change Management, Coaching, Banking, Start-ups, Negotiation, Business Planning, Training, Government, New Business Development, Project Planning, Public Speaking, Finance, Executive Management, Sales, Business Analysis, Mergers & Acquisitions, CRM, Competitive Analysis, Financial Analysis, Asset Management, Vendor Management, P&L Management
Education
Indiana University of Pennsylvania
MBA, Finance
Robert Morris University
Bachelor of Science, Business Administration - Finance
Smith Group Asset Management June 2012 - Present
Wallace Investment Management & Research March 2010 - June 2012
GuideStone Financial Resources March 2006 - March 2010
Russell/Mellon 2001 - 2006
Skills
Asset Allocation, Mutual Funds, Financial Services, Asset Managment, Investments, Wealth Management, Contract Negotiation, Strategic Financial..., Strategic Planning, Management, Asset Management, Direct Sales, Alternative Investments, Institutional..., Institutional Sales
Education
Baylor University - Hankamer School of Business 1992 — 1996
BBA, Management and Accounting
BlackRock January 2014 - Present
Russell Investments May 2009 - December 2013
Russell Investments February 2006 - November 2013
Russell/Mellon October 2002 - February 2006
Russell Investment Group Canada March 1998 - July 2002
Skills
Internal Communications, Corporate Communications, Integrated Marketing, Mutual Funds, Marketing Communications, Copywriting, Email Marketing, Newsletters, Communication Training, Marketing Management, Crisis Communications, Marketing Strategy, Strategic Communications, Marketing, ETFs, Investment Management
Education
McMaster University
M.A., History
University of Ottawa
B.A., History
BNY Mellon July 2011 - Present
BNY Mellon January 2007 - June 2011
Russell/Mellon January 1999 - December 2006
Mellon Financial February 1995 - December 1998
Keane Inc. (Consulting) January 1993 - January 1995
U.S. Air Force September 1984 - May 1988
Skills
System Architecture, Business Intelligence, Database Management, Mainframe, Application Management, Architecture, Data Warehousing, ETL, Data Modeling, DB2, Enterprise Architecture, Databases, Solution Architecture, IT Strategy, Data Integration, Dashboards, Software Development, Data Governance, Program Management, Operations Management, Project Execution, SDLC, Project Management, PMP, Business Analysis, Requirements Analysis, Oracle, Analysis, Business Process, Product Management, SharePoint, SQL, Financial Services, Enterprise Software, Microsoft SQL Server, Outsourcing, Analytics, Requirements Gathering, Strategy, Management, Performance Tuning, PMO, IT Management, Project Portfolio..., Vendor Management
Education
University of Maine 1988 — 1992
B.A, Business Administration; MIS
Eaton Vance August 2011 - Present
Mellon Capital Management August 2010 - August 2011
Mellon Capital Management July 2001 - August 2010
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Pioneer Investments 1999 - 2000
Russell/Mellon 1995 - 1999
Skills
Investments, Asset Managment, Asset Allocation, Series 7, Equities, Alternative Investments, Securities, Hedge Funds, Series 63, Bloomberg, Asset Management, Capital Markets, Derivatives, Fixed Income, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1994
MBA, Finance
University of Massachusetts, Amherst 1988 — 1991
BA, Political Science
PNC 2012 - Present
Carnegie Mellon University 2011 - Present
Carlow University August 2009 - Present
Chatham University January 2015 - Present
UPMC Health Plan January 2006 - April 2012
Russell/Mellon 2003 - 2006
Mellon Financial Corp December 2001 - December 2005
Sabre January 1999 - December 2001
USAirways 1982 - 1999
Skills
Process Improvement, Six Sigma, Requirements Analysis, PMO, Integration, Teaching, Business Analysis, Process Engineering, Strategic Planning, Change Management, Analysis, Mentoring, Program Management, Quality Management, MS Project, Project Planning, Risk Management, SDLC, Healthcare, Vendor Management, Agile, Customer Service, Planning, Business Process, PMP, Leadership, Project Management, Software Project..., Agile Methodologies, ITIL, Training, Management, Visio, Scrum, Cross-functional Team..., Software Documentation, Data Analysis, SharePoint, Business Process..., Quality Assurance, Requirements Gathering, Business Intelligence, Team Leadership, Access, Systems Analysis, IT Management, Java, Software Development, Microsoft Project
Education
Columbia Southern University 1998 — 2000
MBA, Project Management
Carlow University
Carlow University
BNY Mellon March 2008 - May 2014
Russell/Mellon March 2005 - March 2008
Russell/Mellon March 2003 - March 2005
Russell/Mellon April 2001 - March 2003
Education
Pierce College 1998 — 2001
Associate's degree, Computer Programming
John Hancock Investments May 2015 - Present
Strategic Insight November 2007 - 2015
Various Firms, Morgan Stanley, UBS, Janney Montgomery, Wachovia February 2002 - November 2007
Russell/Mellon June 2000 - February 2002
Skills
Investments, Analysis, ETFs, Mutual Funds, Due Diligence, Fixed Income, Strategic Planning, Distribution Strategies, Asset Managment, Report Writing, Qualitative Research, Market Research, Competitive Analysis, Competitive Landscape, Fund Industry..., Customized..., Research, Intermediary..., Industry Analysis, Mutual Fund Trends and..., Asset Manager..., CRM, Financial Services, Hedge Funds, Alternative Investments, Business Development, Investment Management, Series 7, Retirement, Investment Strategies, Asset Management, Asset Allocation, Wealth Management, Securities, Variable Annuities, Series 63, Equities
Education
Saint Michael's College 1993 — 1997
BA, English