Russell/Mellon Analytical Services
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Russell/Mellon Analytical Services Employees
Acuitas Investments February 2015 - Present
Legato Capital Management March 2010 - February 2015
Russell Investments October 2006 - March 2010
Russell Investments February 2005 - September 2006
Russell Investments January 2003 - February 2005
Russell/Mellon Analytical Services November 2001 - February 2003
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Investment Strategies, Risk Management, Asset Management, Alternative Investments, Mutual Funds, Investment Management, Equity Research, Hedge Funds, ETFs, Portfolio Optimization, Bloomberg, Investment Advisory, Fund Of Funds, Private Equity, Fixed Income, Global Macro, Institutional..., Performance Attribution, Emerging Markets, Due Diligence
Education
University of Puget Sound 1996 — 2000
Undergraduate
Experis Finance February 2013 - Present
Rummel Executive Search Group January 2011 - Present
SDLC Partners, L.P. May 2011 - July 2012
PNC Financial Services Group September 2009 - December 2010
Job Smart Recruiting January 2006 - March 2009
Aeon Staffing LLC. 2003 - January 2006
Peak Technical Services 2002 - 2003
Russell/Mellon Analytical Services 1998 - 1999
Mellon Bank 1997 - 1999
Skills
Executive Search, Screening, Full-cycle Recruiting, Technical Recruiting, Talent Acquisition, Sourcing, Recruitment/Retention, Interviewing, Vendor Management, Applicant Tracking..., Employee Relations, New Business Development, Contract Recruitment, Negotiation, Contract Negotiation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2001
Franklin & Marshall College 1990 — 1994
Shady Side Academy 1983 — 1990
Honeywell International August 2001 - January 2004
Russell/Mellon Analytical Services June 1999 - August 2001
Mellon Bank March 1999 - June 1999
Mellon Bank September 1998 - March 1999
Mellon Financial September 1996 - September 1998
Skills
Employee Relations, Talent Management, Human Resources, Recruiting, Interviews, Performance Management, Deferred Compensation, Personnel Management, Change Management, Organizational..., Training, New Hire Orientations, Employee Benefits, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 2001
MBA, Finance, Human Resources
Russell Investments February 2014 - Present
JPMorgan Chase March 2012 - February 2014
MetaJure, Inc. June 2010 - March 2012
Russell Investments July 2009 - June 2010
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company April 1988 - December 1998
Skills
Software Development, .NET, SQL, Business Intelligence, Agile Methodologies, Web Technologies, Strategy, Application Architecture, Microsoft SQL Server, C#
Education
Brigham Young University 1980 — 1984
BS, Electrical Engineering
State Street Global Advisors May 2015 - Present
Old Mutual Asset Management May 2010 - April 2015
Pyramis Global Advisors July 2006 - September 2008
Pyramis Global Advisors August 2003 - July 2006
Fidelity Investments February 2001 - August 2003
Russell/Mellon Analytical Services February 1998 - June 2001
Putnam Investments 1988 - 1997
Skills
Alternative Investments, Investments, Product Management, Investment Management, Portfolio Management, Institutional..., Mutual Funds, Hedge Funds
Education
Boston University Questrom School of Business 1996 — 1998
M.B.A., Investments
Advent Software January 2006 - Present
Russell/Mellon Analytical Services 2004 - January 2006
Russell/Mellon Analytical Services 2000 - 2004
Mellon Financial 1996 - 2000
Skills
Series 7, Investments, Portfolio Management, Wealth Management, SaaS, Equities, Customer Service, Trading Systems, Project Management, Salesforce.com, Banking, Series 63, Business Analysis
Education
Bentley University 1992 — 1996
BS, Finance/Economics
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company March 1986 - December 1998
Arthur Andersen & Company July 1983 - March 1986
Skills
Software Development, Technical Writing, Business Analysis, Quality Assurance, SDLC, Risk Management, Product Development, Program Management, Analysis, Database Design, SQL
Education
The University of Texas at Austin
Bachelor of Business Administration, Systems Analysis and Design
Russell Investments December 2011 - Present
Russell Investments January 2006 - December 2011
Russell/Mellon Analytical Services November 1999 - June 2004
The Regence Group April 1990 - March 1998
Skills
Capital Markets, Asset Allocation, Asset Managment, Performance Measurement, Public Speaking, Tax, Mutual Funds, Alternative Investments, Client Presentation, Written & Oral..., Fixed Income Strategies, Management, Retirement Planning, Investments, Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, ETFs
Education
University of Arkansas 1982 — 1989
BSBA, Accounting
Cambridge Associates LLC July 2015 - Present
State Street Investment Analytics 2008 - 2015
BNY Mellon 2005 - 2007
Russell/Mellon Analytical Services 1999 - 2005
Mellon Trust, Investment Information Services 1993 - 1998
The Boston Company Asset Management, LLC 1990 - 1993
Skills
Financial Services, Investments, •Improving Sales and..., •Generating Superior..., Management, Relationship Management, •Excellent public..., Leadership, Mutual Funds, Risk Management, CRM, Analytics, Sales, Equities, Asset Management, Financial Risk, •Advanced negotiation..., •Strategic Contract..., Executive Management, Mergers & Acquisitions, Capital Markets, Due Diligence, Mergers, Entrepreneurship, •Dynamic..., •Building High..., •Business Planning and..., •Merger Assimilation..., •Product Design to..., •New Product Launches..., •Budgeting and P&L...
Education
University of Maine 1982 — 1987
Bachelor’s Degree, English Literature
Waterville Senior High School 1979 — 1982
Boston Security Analysts Society
Harvard Law School
The Program on Negotiation
BNY Mellon July 2007 - Present
Mellon Analytical Solutions August 2006 - July 2007
Mellon Analytical Solutions September 2005 - July 2006
Russell/Mellon Analytical Services January 1999 - August 2005
Education
University of Pittsburgh
Bachelor of Arts (B.A.)
UPMC Health Plan January 2005 - Present
MAYA Design September 2004 - January 2005
Champion International Moving, Ltd March 2004 - September 2004
Heckett MultiServ December 2003 - March 2004
Eckerd Health Services November 2002 - June 2003
Russell/Mellon Analytical Services September 2001 - October 2002
CoManage June 2000 - June 2001
Eaton January 1999 - June 2000
Hewlett-Packard June 1998 - December 1998
Heritage Valley Health System October 1992 - June 1998
Skills
Visual Basic, SQL, Data Warehousing, XML, Databases, Microsoft SQL Server, Access, HTML, .NET, Web Services, HIPAA, Oracle, Integration, DB2, Testing, Database Design, CSS, WCF, Leadership, Crystal Reports, SDLC, Business Analysis, Management
Education
The Training Camp, Bushkill, PA 2003 — 2003
MCDBA, 14 Day Accelerated MCDBA Training
Grove City College 1984 — 1988
Bachelor of Arts (B.A.), Computer Systems and Christian Ministries
Cornell High School 1980 — 1984
Diploma, Academic
LifeStream Inc February 2011 - Present
American Career Institute December 2009 - October 2010
Hesser College/Kaplan May 2009 - December 2009
ACI Worldwide November 2007 - July 2008
The Art Institute of California - San Francisco March 2004 - November 2007
Mellon Financial April 2002 - April 2003
Russell/Mellon Analytical Services May 1999 - April 2002
Mellon Financial January 1998 - March 1999
Mellon Financial September 1994 - January 1998
The Boston Company 1988 - 1994
Skills
Forecasting, Budgets, Financial Analysis, Finance, Strategic Planning, Management, Financial Modeling, Accounting, Strategic Financial..., Strategy, Expense Management, Process Improvement, Auditing, Financial Goals, Sarbanes-Oxley Act, Human Resources, Budgeting, SOX, Compliance, FP&A, Nonprofits, Non-profit..., Leadership, Training, Analysis
Education
Boston University Questrom School of Business 1995 — 1998
MBA, Finance
North Adams State College 1981 — 1985
BS, Finance and Management
Eaton Vance March 2011 - Present
Mellon Capital Management May 2007 - February 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 1997 - 2007
Mellon Financial Corporation 1997 - 2007
Putnam Investments 1993 - 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance and Investments
Kenyon College 1989 — 1993
BA, Political Science
Bank of New York Mellon 2011 - Present
BNY Mellon March 2007 - July 2011
Mellon Analytical Solutions 2006 - 2007
Russell/Mellon Analytical Services 2002 - 2006
Mellon Bank June 1998 - January 2002
Mellon Bank September 1994 - June 1998
Skills
Business Analysis, Portfolio Management, Vendor Management, Management, SDLC, Mutual Funds, Financial Services, Banking, Business Process, Requirements Analysis, Process Improvement, Training, PMP, Risk Management, Workshop Facilitation, Analysis, Requirements Gathering, Change Management, Business Process..., Business Requirements
Education
Merrimack College 1990 — 1994
Bachelor of Science in Business Administration, Accounting and Finance
NYU Langone Medical Center October 2013 - Present
Mazzetti March 2010 - October 2013
EDI, Ltd. March 2005 - March 2010
Sparling May 2002 - March 2005
Valley Telecommunication Services March 1999 - May 2002
Russell/Mellon Analytical Services April 1998 - March 1999
Skills
Construction Management, Healthcare Information..., Information Technology, IT Strategy, Project Management, Strategic Leadership, Structured Cabling, Distributed Antenna..., Nurse Call, Local Area Network, Wireless Networking, Architecture, Budgets, Business Development, Business Strategy, Change Management, Construction, Consulting, Contract Negotiation, Data Center, Engineering, Healthcare, Hospitals, Integration, Leadership, Management, Networking, Operations Management, Program Management, Project Delivery, Project Planning, Strategic Planning, Strategy, Team Building, Telecommunications, Wireless
Education
University of Puget Sound 1994 — 1998
BA, Business Leadership
Gig Harbor
SEI Investments February 2013 - Present
Attalus Capital January 2008 - December 2012
Richcourt Fund Advisors January 2004 - December 2007
Ashbridge Investment Management January 2002 - December 2003
Russell/Mellon Analytical Services August 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Derivatives, High Yield, Bloomberg Terminal
Education
University of Pittsburgh 1995 — 1999
Bachelor of Science (B.S.), Finance
Schwab Advisor Services July 2015 - Present
Charles Schwab August 2011 - Present
UBS Institutional Consulting Group October 2009 - August 2011
Russell Investments October 2005 - December 2008
Russell Investments April 2004 - October 2005
Russell Investments January 2001 - April 2004
Russell Investments July 2000 - January 2001
Russell/Mellon Analytical Services March 1998 - May 2000
Russell/Mellon Analytical Services March 1996 - March 1998
Vining-Sparks, IBG, L.P. January 1995 - January 1996
Skills
Asset Allocation, Mutual Funds
Education
Gonzaga University 1989 — 1993
Gonzaga University 1989 — 1993
Gonzaga University - School of Business Administration 1989 — 1993
Finance, International Business, Italian, Philosophy
Gonzaga-in-Firenze 1991 — 1992
International Business
ThyssenKrupp Aerospace November 2006 - Present
Russell/Mellon Analytical Services June 2003 - August 2004
Russell/Mellon Analytical Services July 2001 - June 2003
Skills
Process Improvement, Financial Modeling, Forecasting, Financial Analysis, Microsoft Excel, Accounting, Analysis, Budgets, Financial Reporting, Internal Controls, Microsoft Office, Negotiation, Sarbanes-Oxley Act, Project Planning, Strategic Planning, Data Analysis, Finance
Education
Penn State University 2004 — 2006
MBA, Corporate Finance
Washington State University 1998 — 2001
BA, Finance
Santa Clara University 1996 — 1998
Pullman
F.N.B. Corporation March 2014 - Present
Standish Mellon Asset Management October 2006 - March 2014
Standish Mellon Asset Management June 2005 - October 2006
Standish Mellon Asset Management November 2003 - June 2005
Russell/Mellon Analytical Services July 2002 - November 2003
Legend Financial Advisors, Inc. May 1998 - July 2002
Skills
Fixed Income, Portfolio Management, Asset Management, Bloomberg, Bonds, Investments, Asset Allocation, Investment Management, Alternative Investments, Equities, Hedge Funds, Investment Strategies, Mutual Funds, Trading, Derivatives
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2006
Master of Business Administration (MBA)
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Major- Finance, Minor- Economics
Dell Services, Federal Government May 2012 - Present
Bottomline Technologies April 2011 - April 2012
Bottomline Technologies June 2010 - April 2011
InSource Consulting February 2010 - May 2010
Russell/Mellon Analytical Services 1999 - 2008
Mellon Trust 1990 - 1999
Boston Company 1990 - 1993
Putnam Investments 1987 - 1990
Wang Laboratories 1986 - 1987
Itek Corporation 1979 - 1983
Skills
DB2, XML, Java, Java Enterprise Edition, JavaScript, Web Applications
Education
Boston College 1973 — 1977
Bachelor of Science, Computer Science, Accounting
Silicon Valley Bank 2014 - Present
BNY Mellon 2010 - 2014
Capco 2009 - 2010
The Bank of New York 2006 - 2009
Russell/Mellon Analytical Services December 2001 - September 2006
Actuate Corporation 2000 - 2001
Skills
Vendor Management, Change Management, Project Management, PMO, PMP, Program Management, Consulting, Management, Project Planning, Portfolio Management, Product Development, Governance, Outsourcing, Process Improvement, Vendor Relationships, Risk Management, Business Analysis, Leadership, Quality Assurance, Financial Services, Business Process..., Budgets, Team Building, IT Strategy, Business Transformation, SDLC, Management Consulting, Requirements Analysis, Requirements Gathering, Software Project..., Project Portfolio...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1994
Bachelor of Science (BS), Accounting
CEGEP - John Abbott College 1989 — 1991
Diploma - Business Administration, Business Administration
RJ Lee Group April 2008 - Present
RJ Lee Group, Inc April 2008 - Present
Westminster Holdings - Pittsburgh Pennysaver March 2007 - April 2008
Pittsburgh Sports & Exhibition Authority April 2006 - March 2007
Pittsburgh Sports & Exhibition Authority January 2002 - April 2006
Justifacts Credential Verification April 2000 - October 2001
Russell/Mellon Analytical Services February 1999 - April 2000
Mellon Bank May 1997 - February 1999
Education
Robert Morris University
Masters, Business Administration
Indiana University of Pennsylvania
Bachelor of Science, Accounting
Moss Adams LLP August 2014 - Present
Appian Resources July 2012 - August 2014
Russell Investments July 2006 - April 2012
Russell/Mellon Analytical Services October 1998 - June 2006
Skills
HRIS, Talent Management, Deferred Compensation, Talent Acquisition, Human Resources, Workforce Planning, Vendor Management, Performance Management, Employee Engagement, Recruiting, Management, Onboarding, Organizational..., New Hire Orientations, Change Management, Outsourcing, Personnel Management, Succession Planning, Employee Benefits, HR Consulting, Employee Relations, HR Policies, Organizational Design, PeopleSoft, Applicant Tracking..., Career Development
Education
CSU Sacramento
Psychology
The Boeing Company June 2007 - Present
The Boeing Company July 2005 - May 2007
Russell/Mellon Analytical Services July 2004 - December 2004
Skills
Cost Benefit, Process Improvement, Financial Analysis, Financial Modeling, Cross-functional Team..., Program Management, Variance Analysis, Forecasting
Education
Seattle University 2009 — 2011
Master of Business Administration (MBA)
Western Washington University 1999 — 2004
Bachelor of Fine Arts (B.F.A.), Finance, General
Amazon September 2014 - Present
Microsoft October 2013 - September 2014
Microsoft January 2012 - October 2013
Microsoft April 2008 - January 2012
Microsoft January 2007 - April 2008
Mercer Investment Consulting June 2003 - December 2006
Russell/Mellon Analytical Services September 2001 - May 2003
Russell/Mellon Analytical Services April 2000 - September 2001
Skills
Financial Analysis, Investments, Budgeting, Forecasting, Strategic Planning, Long Range Planning, Business Valuation, Equity Valuation, Budgets, Business Planning, Financial Modeling, Analysis, CRM, Strategic Financial..., Finance, Corporate Finance, Analytics, Managerial Finance, Management, Business Analysis, Strategy, Cross-functional Team..., Business Strategy, Process Improvement, Financial Reporting, Competitive Analysis, Business Intelligence, Program Management, Leadership, Consulting, Project Management
Education
University of Puget Sound
Bachelor of Science (BS), Economics and Business Administration
Columbia Bank March 2012 - Present
Russell Investments April 2007 - March 2012
Russell/Mellon Analytical Services December 2002 - September 2005
Russell/Mellon Analytical Services November 1996 - December 2002
United States Air Force January 1985 - December 1992
Skills
Cognos, Coda Financials, Excel, SQL, Financial Analysis, Access, Analysis, Financial Reporting, Accounting, Data Analysis, Finance, Account Reconciliation, Financial Accounting
Education
Eastern Washington University 1993 — 1995
Bachelor of Arts, Business Administration (Accounting & Finance majors)
California State University-Fresno 1981 — 1984
Bachelor of Arts, Geography