The Bank of New York
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
The Bank of New York List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bank of New York. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bank of New York Employees
Employee
Years
Job
Industry
Russell Markell Thomas Russell Markell Thomas's The Bank of New York Experience November 1998 - April 2007
Job Web Developer at MarkellVisual
Industry Information Technology and Services
Experience
MarkellVisual January 2012 - Present
PurpleTree Entertainment January 2010 - January 2013
International Paper April 2008 - August 2009
Apple Inc. March 2008 - September 2008
JPMorgan Chase April 2007 - September 2007
The Bank of New York November 1998 - April 2007
LexisNexis August 2002 - August 2003
Arista Trophies 1990 - 1994
Skills
Wordpress, Windows 7, Mac OS X, OmniGraffle, Adobe Creative Suite, Microsoft Office, access, OS X, Technology Trainer, Virtual Assistant, CSS, HTML 5, Access, SEO, WordPress, Web Development, Web Design, XHTML, jQuery, Website Development, HTML, Graphic Design, Photoshop, Troubleshooting, Mac, Adobe Acrobat
Education
Bergen Community College
New Jersey Institute of Technology
MarkellVisual January 2012 - Present
PurpleTree Entertainment January 2010 - January 2013
International Paper April 2008 - August 2009
Apple Inc. March 2008 - September 2008
JPMorgan Chase April 2007 - September 2007
The Bank of New York November 1998 - April 2007
LexisNexis August 2002 - August 2003
Arista Trophies 1990 - 1994
Skills
Wordpress, Windows 7, Mac OS X, OmniGraffle, Adobe Creative Suite, Microsoft Office, access, OS X, Technology Trainer, Virtual Assistant, CSS, HTML 5, Access, SEO, WordPress, Web Development, Web Design, XHTML, jQuery, Website Development, HTML, Graphic Design, Photoshop, Troubleshooting, Mac, Adobe Acrobat
Education
Bergen Community College
New Jersey Institute of Technology
Margaret (Peggy) Farrell Margaret (Peggy) Farrell's The Bank of New York Experience January 1998 - February 2003
Job Marketing and Business Development Manager at Wilson Elser
Industry Legal Services
Experience
Wilson Elser August 2014 - Present
ConvergEx Group June 2006 - March 2014
The Bank of New York (BNY) Securities Group February 2003 - June 2006
The Bank of New York January 1998 - February 2003
Skills
Corporate Communications, Marketing Communications, Strategy, Strategic Partnerships, Product Marketing, Marketing Strategy, Media Relations, Integrated Marketing, Strategic Planning, Competitive Analysis, Market Research, Staff Management, Brand Development..., Product Management, Planning Budgeting &..., P&L Management, Marketing, Cross-functional Team..., New Business Development, Financial Services, Team Building, Digital Marketing, Advertising, Budgets, Public Relations, Management, Project Management, Internal Communications, Brand Management, Corporate Branding, Branding & Identity, Equities, Vendor Management, Team-oriented, Marketing Management, Online Marketing
Education
Adelphi University
Master of Business Administration in Finance
Adelphi University
Bachelor of Business Administration (BBA), Business Management ~ Finance Concentration
Wilson Elser August 2014 - Present
ConvergEx Group June 2006 - March 2014
The Bank of New York (BNY) Securities Group February 2003 - June 2006
The Bank of New York January 1998 - February 2003
Skills
Corporate Communications, Marketing Communications, Strategy, Strategic Partnerships, Product Marketing, Marketing Strategy, Media Relations, Integrated Marketing, Strategic Planning, Competitive Analysis, Market Research, Staff Management, Brand Development..., Product Management, Planning Budgeting &..., P&L Management, Marketing, Cross-functional Team..., New Business Development, Financial Services, Team Building, Digital Marketing, Advertising, Budgets, Public Relations, Management, Project Management, Internal Communications, Brand Management, Corporate Branding, Branding & Identity, Equities, Vendor Management, Team-oriented, Marketing Management, Online Marketing
Education
Adelphi University
Master of Business Administration in Finance
Adelphi University
Bachelor of Business Administration (BBA), Business Management ~ Finance Concentration
Christina L. Hallak Christina L. Hallak's The Bank of New York Experience January 2001 - January 2004
Job Sweet Love Bites S💗B
Industry Food Production
Experience
Sweet Love Bites March 2013 - Present
www.grabbitgear.com December 2012 - December 2013
McNerney & Associates, Inc. January 2006 - November 2011
Spencer Savings Bank January 2004 - January 2006
The Bank of New York January 2001 - January 2004
Skills
Banking, Office Management, Customer Service, Data Entry, Credit, Sales, Deposits, Retail, Teamwork, Call Center, Telephone Skills, Microsoft Office, Marketing, Outlook
Education
Bergen Community College 2006 — 2006
Realtor, Real Estate
Sweet Love Bites March 2013 - Present
www.grabbitgear.com December 2012 - December 2013
McNerney & Associates, Inc. January 2006 - November 2011
Spencer Savings Bank January 2004 - January 2006
The Bank of New York January 2001 - January 2004
Skills
Banking, Office Management, Customer Service, Data Entry, Credit, Sales, Deposits, Retail, Teamwork, Call Center, Telephone Skills, Microsoft Office, Marketing, Outlook
Education
Bergen Community College 2006 — 2006
Realtor, Real Estate
Manuel Llanos's The Bank of New York Experience September 1998 - March 2004
Job AVP at State Street
Industry Financial Services
Experience
State Street December 2013 - Present
SunGard March 2004 - June 2013
The Bank of New York September 1998 - March 2004
Skills
Equities, Private Equity, Portfolio Management, Fixed Income, Trading, Business Analysis, Bloomberg, Securities, Mutual Funds, Analysis, Financial Services, Accounting, Financial Modeling, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Claretiano
State Street December 2013 - Present
SunGard March 2004 - June 2013
The Bank of New York September 1998 - March 2004
Skills
Equities, Private Equity, Portfolio Management, Fixed Income, Trading, Business Analysis, Bloomberg, Securities, Mutual Funds, Analysis, Financial Services, Accounting, Financial Modeling, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
Claretiano
Catherine (Catherine Fobes) Sanchez Catherine (Catherine Fobes) Sanchez's The Bank of New York Experience 1994 - 1999
Job Commercial Lender, Vice President at Reading Cooperative Bank
Industry Banking
Experience
Reading Cooperative Bank May 2014 - Present
Enterprise Bank (Enterprise Bancorp) 2008 - May 2014
Chaston Associates, Inc. 2007 - 2008
TD Bank 2004 - 2007
Citizens Bank 1999 - 2004
State Street Global Advisors 1998 - 1999
The Bank of New York 1994 - 1999
BancBoston Financial Company 1989 - 1994
Bank of Boston 1986 - 1989
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Banking, Consumer Lending, Portfolio Management, Credit Risk, Retail Banking, Underwriting, Loan Origination, Investments, Mortgage Lending, Branch Management, Cash Management, Finance, SBA, Financial Analysis, Wealth Management, Residential Mortgages, Deposits, Financial Structuring, Mutual Funds, Cross Selling, Treasury Management, Home Equity Loans, Middle Market, Cash Flow Lending, Strategic Financial..., Private Banking, Funding, Mortgage Banking, Refinance, Relationship Management, Construction Loans, Financial Services, Risk Management, SBA 504, Commercial Real Estate, Real Estate
Education
Alfred University 1981 — 1985
B.S Finance/B.S Economics, Finance
Reading Cooperative Bank May 2014 - Present
Enterprise Bank (Enterprise Bancorp) 2008 - May 2014
Chaston Associates, Inc. 2007 - 2008
TD Bank 2004 - 2007
Citizens Bank 1999 - 2004
State Street Global Advisors 1998 - 1999
The Bank of New York 1994 - 1999
BancBoston Financial Company 1989 - 1994
Bank of Boston 1986 - 1989
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Loans, Credit Analysis, Credit, Commercial Mortgages, Lines Of Credit, Asset Based Lending, Banking, Consumer Lending, Portfolio Management, Credit Risk, Retail Banking, Underwriting, Loan Origination, Investments, Mortgage Lending, Branch Management, Cash Management, Finance, SBA, Financial Analysis, Wealth Management, Residential Mortgages, Deposits, Financial Structuring, Mutual Funds, Cross Selling, Treasury Management, Home Equity Loans, Middle Market, Cash Flow Lending, Strategic Financial..., Private Banking, Funding, Mortgage Banking, Refinance, Relationship Management, Construction Loans, Financial Services, Risk Management, SBA 504, Commercial Real Estate, Real Estate
Education
Alfred University 1981 — 1985
B.S Finance/B.S Economics, Finance
Bob Dayre Bob Dayre's The Bank of New York Experience April 1986 - May 1987
Job Associate Director Operations at New York University
Industry Telecommunications
Experience
New York University June 2014 - Present
JP Reis November 2013 - June 2014
IPC Systems Inc. January 2007 - September 2013
IPC Systems, Inc January 1997 - January 2007
IPC Systems Inc January 1994 - January 1997
IPC Systems, Inc April 1990 - January 1994
IPC Information Systems October 1989 - April 1990
IPC Information Systems May 1987 - October 1988
The Bank of New York April 1986 - May 1987
New York Life Insurance Co January 1983 - March 1986
Skills
Project Management, Purchasing, Mergers, Warehousing, Telecommunications, Operations Management, Budgets, Telephony, VoIP, SIP, Vendor Management, Unified Communications, Mergers & Acquisitions, Cisco Technologies, Team Leadership, Avaya, MPLS, Data Center, Call Centers, Managed Services, Service Delivery, Management, IP, Integration, ACD, Network Design, Ethernet, Wireless, WAN, Reporting & Analysis, Co-location, Solution Selling, Networking, Servers, Inventory Management, IP PBX, Customer Service, Business Process..., Leadership, Business Applications, Cloud Computing, Product Management, Cisco Call Manager, Troubleshooting, Disaster Recovery, SaaS, System Deployment, Switches, Outsourcing, Team Management
Education
City University of New York-Baruch College
Bachelor of Business Administration, Management - Management Systems
St. Johns University 1984 — 1986
MBA Program: Business - Statistical Analysis
New York University June 2014 - Present
JP Reis November 2013 - June 2014
IPC Systems Inc. January 2007 - September 2013
IPC Systems, Inc January 1997 - January 2007
IPC Systems Inc January 1994 - January 1997
IPC Systems, Inc April 1990 - January 1994
IPC Information Systems October 1989 - April 1990
IPC Information Systems May 1987 - October 1988
The Bank of New York April 1986 - May 1987
New York Life Insurance Co January 1983 - March 1986
Skills
Project Management, Purchasing, Mergers, Warehousing, Telecommunications, Operations Management, Budgets, Telephony, VoIP, SIP, Vendor Management, Unified Communications, Mergers & Acquisitions, Cisco Technologies, Team Leadership, Avaya, MPLS, Data Center, Call Centers, Managed Services, Service Delivery, Management, IP, Integration, ACD, Network Design, Ethernet, Wireless, WAN, Reporting & Analysis, Co-location, Solution Selling, Networking, Servers, Inventory Management, IP PBX, Customer Service, Business Process..., Leadership, Business Applications, Cloud Computing, Product Management, Cisco Call Manager, Troubleshooting, Disaster Recovery, SaaS, System Deployment, Switches, Outsourcing, Team Management
Education
City University of New York-Baruch College
Bachelor of Business Administration, Management - Management Systems
St. Johns University 1984 — 1986
MBA Program: Business - Statistical Analysis
Kevin Ramsdell's The Bank of New York Experience November 2002 - March 2004
Job Business Analytics Solution Architect
Industry Information Technology and Services
Experience
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Lily Hage's The Bank of New York Experience 1993 - 1996
Job International Coordinator
Industry Restaurants
Experience
Buffalo Wild Wings, Inc. September 2012 - Present
COMACS, LLC 2006 - 2011
The Bank of New York 1993 - 1996
SNCB Securities, Inc. 1992 - 1993
The National Commercial Bank 1992 - 1992
Republic National Bank of New York 1990 - 1991
Near East Commercial Bank 1980 - 1990
Skills
Customer Service, Retail Banking, Event Management, Event Planning, Public Relations, Project Management, Financial Accounting, Client Development, Fundraising, Account Management
Education
American University of Beirut
Bachelor of Business Administration (BBA), Accounting and Business/Management
Buffalo Wild Wings, Inc. September 2012 - Present
COMACS, LLC 2006 - 2011
The Bank of New York 1993 - 1996
SNCB Securities, Inc. 1992 - 1993
The National Commercial Bank 1992 - 1992
Republic National Bank of New York 1990 - 1991
Near East Commercial Bank 1980 - 1990
Skills
Customer Service, Retail Banking, Event Management, Event Planning, Public Relations, Project Management, Financial Accounting, Client Development, Fundraising, Account Management
Education
American University of Beirut
Bachelor of Business Administration (BBA), Accounting and Business/Management
Lisa Grand Lisa Grand's The Bank of New York Experience 1995 - 1997
Job Producer at TMP Worldwide, MBA, CSM
Industry Marketing and Advertising
Experience
TMP Worldwide June 2014 - Present
TMP Worldwide October 2013 - May 2014
Grand Scheme Media & Freelance Work 2003 - September 2013
TMP Worldwide February 2003 - June 2003
Monster Worldwide February 1999 - October 2002
MCI 1998 - 1999
The Bank of New York 1995 - 1997
Primedia Information, Inc. July 1992 - June 1995
Skills
Online Advertising, Digital Marketing, Social Media Marketing, SEO, Email Marketing, Marketing, Strategy, Strategic Communications, Management, Product Management, Digital Strategy, Digital Media, SEM, Interactive Marketing, Web Analytics, Media Buying, Marketing Communications, Social Media, Integrated Marketing, Media Planning, Mobile Marketing, Advertising, Online Marketing, Interactive Advertising, Brand Development, Content Strategy, Creative Strategy, Social Marketing, Marketing Strategy, Social Networking, Brand Management, E-commerce, Leadership, New Business Development, Project Management, Start-ups
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
MBA, Marketing
Emerson College 1988 — 1992
BS, Advertising
TMP Worldwide June 2014 - Present
TMP Worldwide October 2013 - May 2014
Grand Scheme Media & Freelance Work 2003 - September 2013
TMP Worldwide February 2003 - June 2003
Monster Worldwide February 1999 - October 2002
MCI 1998 - 1999
The Bank of New York 1995 - 1997
Primedia Information, Inc. July 1992 - June 1995
Skills
Online Advertising, Digital Marketing, Social Media Marketing, SEO, Email Marketing, Marketing, Strategy, Strategic Communications, Management, Product Management, Digital Strategy, Digital Media, SEM, Interactive Marketing, Web Analytics, Media Buying, Marketing Communications, Social Media, Integrated Marketing, Media Planning, Mobile Marketing, Advertising, Online Marketing, Interactive Advertising, Brand Development, Content Strategy, Creative Strategy, Social Marketing, Marketing Strategy, Social Networking, Brand Management, E-commerce, Leadership, New Business Development, Project Management, Start-ups
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
MBA, Marketing
Emerson College 1988 — 1992
BS, Advertising
Michael F. Fleming, Esq. Michael F. Fleming, Esq.'s The Bank of New York Experience November 2002 - September 2005
Job Senior Vice President at Halliday Financial Group
Industry Investment Management
Experience
Halliday Financial December 2009 - Present
Furgueson Capital Management September 2005 - December 2009
The Bank of New York November 2002 - September 2005
US Trust September 1995 - November 2002
U.S. Navy May 1993 - September 1995
Skills
Estate Planning, Asset Management, Investments, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Series 63, Asset Allocation, Financial Services, Risk Management, Retirement Planning, Series 7, Bonds, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Advisory, Equities, Estate Administration, Fixed Income, Fixed Annuities, Hedge Funds, Wealth Management, Tax, Securities, Bloomberg, Financial Planning, Capital Markets
Education
Pace University School of Law 1997 — 2001
Doctor of Law (J.D.), Law
American University 1989 — 1993
B.A., Economic Theory
Halliday Financial December 2009 - Present
Furgueson Capital Management September 2005 - December 2009
The Bank of New York November 2002 - September 2005
US Trust September 1995 - November 2002
U.S. Navy May 1993 - September 1995
Skills
Estate Planning, Asset Management, Investments, Portfolio Management, Asset Managment, Investment Management, Alternative Investments, Series 63, Asset Allocation, Financial Services, Risk Management, Retirement Planning, Series 7, Bonds, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Advisory, Equities, Estate Administration, Fixed Income, Fixed Annuities, Hedge Funds, Wealth Management, Tax, Securities, Bloomberg, Financial Planning, Capital Markets
Education
Pace University School of Law 1997 — 2001
Doctor of Law (J.D.), Law
American University 1989 — 1993
B.A., Economic Theory
Matthew Hilliard Matthew Hilliard's The Bank of New York Experience January 2005 - February 2006
Job VP/ Branch Manager TrustAtlantic Bank
Industry Banking
Experience
TrustAtlantic Bank April 2013 - Present
First Citizens Bank October 2008 - April 2013
KS Bank, Inc. November 2006 - October 2008
Deluxe Financial Services February 2006 - October 2006
The Bank of New York January 2005 - February 2006
The Bank of New York August 2003 - December 2004
Mortgage South August 2002 - August 2003
Central Carolina Bank May 1999 - August 2002
Skills
Sales, Consumer Lending, Banking, Financial Services, Loans, Commercial Lending, Management, Mortgage Lending, Commercial Banking, Branch Banking, Small Business Lending, Credit, Retail Banking, Leadership, Underwriting, Risk Management
Education
North Carolina State University 1995 — 1998
Bachelor's of Science, Business Management
North Carolina State University - College of Management 1995 — 1998
BS, Business Management
Appalachian State University 1994 — 1995
N/A, Accounting
John T. Hoggard 1989 — 1993
North Carolina School of Banking
TrustAtlantic Bank April 2013 - Present
First Citizens Bank October 2008 - April 2013
KS Bank, Inc. November 2006 - October 2008
Deluxe Financial Services February 2006 - October 2006
The Bank of New York January 2005 - February 2006
The Bank of New York August 2003 - December 2004
Mortgage South August 2002 - August 2003
Central Carolina Bank May 1999 - August 2002
Skills
Sales, Consumer Lending, Banking, Financial Services, Loans, Commercial Lending, Management, Mortgage Lending, Commercial Banking, Branch Banking, Small Business Lending, Credit, Retail Banking, Leadership, Underwriting, Risk Management
Education
North Carolina State University 1995 — 1998
Bachelor's of Science, Business Management
North Carolina State University - College of Management 1995 — 1998
BS, Business Management
Appalachian State University 1994 — 1995
N/A, Accounting
John T. Hoggard 1989 — 1993
North Carolina School of Banking
Steve Gross's The Bank of New York Experience 2002 - 2002
Job Senior Director, Endowment Management at The Jewish Federations of North America
Industry Nonprofit Organization Management
Experience
The Jewish Federations of North America July 2011 - Present
Save the Children 2009 - July 2011
Pinetum Partners LLC 2004 - 2009
National Association of Counties 2003 - 2005
The Bank of New York 2002 - 2002
Prudential Financial 1999 - 2002
Mavricc Management Systems, Inc 1997 - 1999
Bankers Trust Company 1986 - 1997
EF Hutton & Company 1980 - 1986
Dean Witter Reynolds 1978 - 1980
Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
INM 2011, Institute for Not-for-Profit Management
Adelphi University 1980 — 1982
MBA, Finance
Binghamton University 1974 — 1978
BA, Psychology
The Jewish Federations of North America July 2011 - Present
Save the Children 2009 - July 2011
Pinetum Partners LLC 2004 - 2009
National Association of Counties 2003 - 2005
The Bank of New York 2002 - 2002
Prudential Financial 1999 - 2002
Mavricc Management Systems, Inc 1997 - 1999
Bankers Trust Company 1986 - 1997
EF Hutton & Company 1980 - 1986
Dean Witter Reynolds 1978 - 1980
Skills
Non-profits, Business Development, Philanthropy, Financial Services, Finance, Fundraising, Hedge Funds, Event Planning, Securities, Community Outreach, Planned Giving, Marketing Strategy, Budgets, Investments, Nonprofits, Strategic Planning, Government, Proposal Writing, Investment Banking, Strategic Partnerships, Program Management, Board Development, Grants, Leadership, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
INM 2011, Institute for Not-for-Profit Management
Adelphi University 1980 — 1982
MBA, Finance
Binghamton University 1974 — 1978
BA, Psychology
Richard Yacovone Richard Yacovone's The Bank of New York Experience 1996 - 2002
Job Manager, Customer Success Management at Advent Software
Industry Computer Software
Experience
Advent Software March 2014 - Present
Advent Software May 2007 - Present
CheckFree Investment Services 2002 - 2005
The Bank of New York 1996 - 2002
US Trust Company of New York 1989 - 1996
Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management
Education
Baruch College
Bachelors of Business Administration, Finance & Investments
Advent Software March 2014 - Present
Advent Software May 2007 - Present
CheckFree Investment Services 2002 - 2005
The Bank of New York 1996 - 2002
US Trust Company of New York 1989 - 1996
Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management
Education
Baruch College
Bachelors of Business Administration, Finance & Investments
Langworthy Leslie Langworthy Leslie's The Bank of New York Experience 1984 - 1987
Job Partner
Industry Law Practice
Experience
Johnson & Langworthy, Attorneys at Law 1991 - Present
Carella, Byrne, Bain & Gilfillan 1987 - 1991
The Bank of New York 1984 - 1987
Skills
Trusts, Special Needs Trusts, Estate Administration, Guardianship, Powers of Attorney, Business Formation, Estate Planning, Gift Tax, Business Transactions, Preparation of Wills, LLC, Estate Law
Education
Albany Law School of Union University 1976 — 1979
Doctor of Law (J.D.)
Colgate University 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Johnson & Langworthy, Attorneys at Law 1991 - Present
Carella, Byrne, Bain & Gilfillan 1987 - 1991
The Bank of New York 1984 - 1987
Skills
Trusts, Special Needs Trusts, Estate Administration, Guardianship, Powers of Attorney, Business Formation, Estate Planning, Gift Tax, Business Transactions, Preparation of Wills, LLC, Estate Law
Education
Albany Law School of Union University 1976 — 1979
Doctor of Law (J.D.)
Colgate University 1972 — 1976
Bachelor of Arts (B.A.), Political Science
Rosemary Lopez-Gonzalez Rosemary Lopez-Gonzalez's The Bank of New York Experience 2005 - 2009
Job Senior Executive Assistant at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2015 - Present
BNY Mellon January 2005 - September 2015
The Bank of New York 2005 - 2009
Reuters February 1999 - November 2002
Hearst Magazines January 1996 - January 1999
American Express January 1990 - January 1996
Skills
Expense Management, Lotus Notes, Expense Reports, Travel Arrangements, Calendaring, Spreadsheets, High Level Of..., Trading Floor, Expenses, Diary Management, Project Planning, Project Management, Project Coordination, Management, Confidentiality, Concur, Access, PowerPoint, Banking, Customer Service, Microsoft Excel, Outlook, Risk Management, Process Improvement, Administration, Time Management
Education
Ashford University 2010 — 2012
Bachelor's Degree,, Organizational Management
Morgan Stanley September 2015 - Present
BNY Mellon January 2005 - September 2015
The Bank of New York 2005 - 2009
Reuters February 1999 - November 2002
Hearst Magazines January 1996 - January 1999
American Express January 1990 - January 1996
Skills
Expense Management, Lotus Notes, Expense Reports, Travel Arrangements, Calendaring, Spreadsheets, High Level Of..., Trading Floor, Expenses, Diary Management, Project Planning, Project Management, Project Coordination, Management, Confidentiality, Concur, Access, PowerPoint, Banking, Customer Service, Microsoft Excel, Outlook, Risk Management, Process Improvement, Administration, Time Management
Education
Ashford University 2010 — 2012
Bachelor's Degree,, Organizational Management
Robert Oldham Robert Oldham's The Bank of New York Experience October 1991 - July 1994
Job Real Estate Agent at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors January 2009 - Present
Travelex Worldwide Money/CLS Management Services, Inc December 1996 - September 2009
New York Foreign Exchange August 1994 - October 1996
The Bank of New York October 1991 - July 1994
Skills
Listings, Relocation, First Time Home Buyers, New Home Sales, Single Family Homes, Condos, Foreclosures, Townhomes, REO, ABR, Move Up Buyers, SFR, Real Estate, Real Estate Transactions
Education
American Institute for Banking
Bergen Community College
Weichert Realtors January 2009 - Present
Travelex Worldwide Money/CLS Management Services, Inc December 1996 - September 2009
New York Foreign Exchange August 1994 - October 1996
The Bank of New York October 1991 - July 1994
Skills
Listings, Relocation, First Time Home Buyers, New Home Sales, Single Family Homes, Condos, Foreclosures, Townhomes, REO, ABR, Move Up Buyers, SFR, Real Estate, Real Estate Transactions
Education
American Institute for Banking
Bergen Community College
John Barbera John Barbera's The Bank of New York Experience 1999 - 2003
Job Vice President at RBS Greenwich Capital
Industry Financial Services
Experience
RBS Global Banking & Markets July 2003 - Present
RBS Global Banking & Markets 2003 - May 2009
The Bank of New York 1999 - 2003
FirstCity Capital 1997 - 1999
Nomura Securities 1996 - 1997
ABN AMRO Bank N.V. 1993 - 1996
Security Pacific Bank 1989 - 1993
Kidder Peabody 1986 - 1989
Salomon Brothers 1982 - 1986
Skills
Problem Solving, Change Management, Sales Management, Loans, Leadership, Capital Markets, Structured Finance, Credit, Fixed Income, Mortgage Lending, Risk Management, AML, Bonds, Credit Risk, Derivatives, Banking, Equities, Investment Banking, Securities, Portfolio Management
Education
Baruch College 1980 — 1982
Finance
John Jay College of Criminal Justice 1979 — 1980
St Joseph's Seminary
RBS Global Banking & Markets July 2003 - Present
RBS Global Banking & Markets 2003 - May 2009
The Bank of New York 1999 - 2003
FirstCity Capital 1997 - 1999
Nomura Securities 1996 - 1997
ABN AMRO Bank N.V. 1993 - 1996
Security Pacific Bank 1989 - 1993
Kidder Peabody 1986 - 1989
Salomon Brothers 1982 - 1986
Skills
Problem Solving, Change Management, Sales Management, Loans, Leadership, Capital Markets, Structured Finance, Credit, Fixed Income, Mortgage Lending, Risk Management, AML, Bonds, Credit Risk, Derivatives, Banking, Equities, Investment Banking, Securities, Portfolio Management
Education
Baruch College 1980 — 1982
Finance
John Jay College of Criminal Justice 1979 — 1980
St Joseph's Seminary
Laura R. Takeshita Laura R. Takeshita's The Bank of New York Experience 1996 - 2000
Job Vice President and Senior Transaction Manager for The Bank of New York Mellon Trust Company, N.A.
Industry Financial Services
Experience
The Bank of New York Mellon Trust Company N.A. 2011 - 2015
The Bank of New York Mellon Trust Company, N.A. 2006 - 2010
JP Morgan 2003 - 2006
Bank One 2000 - 2003
The Bank of New York 1996 - 2000
Comerica Bank 1990 - 1996
Skills
Risk Management, Finance, Mergers & Acquisitions, Securities, Bonds, Training, Management, Networking, Small Business, CRM, Financial Services, Team Building, Banking, Leadership, Loans, Marketing, Budgets, Collaborative Problem..., Credit, Asset Management, Municipalities, New Business Development, Policy, Project Management, Sales, Investments, Mergers, Document Review, Negotiation, Time Management, Accounting, Analytic Thinker, Analysis, Corporate Trust, small group training, mentoring, municipal bond financing, legal document review, Mentoring
Education
Aquinas College
Masters
Michigan State University
BS
Michigan State University
BA
Cannon Financial Institute
Graduate of
The Bank of New York Mellon Trust Company N.A. 2011 - 2015
The Bank of New York Mellon Trust Company, N.A. 2006 - 2010
JP Morgan 2003 - 2006
Bank One 2000 - 2003
The Bank of New York 1996 - 2000
Comerica Bank 1990 - 1996
Skills
Risk Management, Finance, Mergers & Acquisitions, Securities, Bonds, Training, Management, Networking, Small Business, CRM, Financial Services, Team Building, Banking, Leadership, Loans, Marketing, Budgets, Collaborative Problem..., Credit, Asset Management, Municipalities, New Business Development, Policy, Project Management, Sales, Investments, Mergers, Document Review, Negotiation, Time Management, Accounting, Analytic Thinker, Analysis, Corporate Trust, small group training, mentoring, municipal bond financing, legal document review, Mentoring
Education
Aquinas College
Masters
Michigan State University
BS
Michigan State University
BA
Cannon Financial Institute
Graduate of
Charlie Dugan Charlie Dugan's The Bank of New York Experience 2001 - 2002
Job Manager at Capgemini Financial Services
Industry Financial Services
Experience
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Lori Scollo Lori Scollo's The Bank of New York Experience August 2000 - November 2008
Job Administrative/Project Coordinator at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2011 - Present
F.E.G.S. (Federation Employment Guidance Service) · New York, NY 2009 - February 2011
The Bank of New York August 2000 - November 2008
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Employee Relations, Recruiting, Organizational..., Human Resources, Deferred Compensation, Team Building, Management, Employee Benefits, Project Management, Talent Acquisition, Personnel Management, Talent Management, Mergers & Acquisitions, Policy, Benefits Administration, Time Management, Program Management, Leadership, Onboarding, Performance Management, Succession Planning, Training, Vendor Management, Fundraising, Leadership Development, Interviews, Coaching, Employee Training, Organizational...
Education
State University of New York Empire State College 2007 — 2009
Bachelor of Science, Human Resource Management
Baruch College, City University of New York (CUNY) 1980 — 1982
Business Administration
JPMorgan Chase February 2011 - Present
F.E.G.S. (Federation Employment Guidance Service) · New York, NY 2009 - February 2011
The Bank of New York August 2000 - November 2008
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Employee Relations, Recruiting, Organizational..., Human Resources, Deferred Compensation, Team Building, Management, Employee Benefits, Project Management, Talent Acquisition, Personnel Management, Talent Management, Mergers & Acquisitions, Policy, Benefits Administration, Time Management, Program Management, Leadership, Onboarding, Performance Management, Succession Planning, Training, Vendor Management, Fundraising, Leadership Development, Interviews, Coaching, Employee Training, Organizational...
Education
State University of New York Empire State College 2007 — 2009
Bachelor of Science, Human Resource Management
Baruch College, City University of New York (CUNY) 1980 — 1982
Business Administration
David Ayers David Ayers's The Bank of New York Experience June 1981 - December 1984
Job Chief Financial Officer | Vice President Finance and Administration at Barco Uniforms, Inc.
Industry Apparel & Fashion
Experience
Barco Uniforms, Inc. March 2012 - Present
startup software developer May 2009 - February 2012
Europacific Parts International, Inc April 1991 - May 2009
Deloitte January 1985 - November 1990
The Bank of New York June 1981 - December 1984
Skills
Privately-Held Companies, Entrepreneurship, Strategic Planning, Mulit-Site Locations, Import Trade, Family Owned Business, Mergers and Acquisitions, Growth Companies, Budgeting, Business Modeling, Cash Flow Projections, Risk Management, Cash Management, Wholesale Distribution, E-commerce, Quickbooks, Excel, Budgets, Cash Flow Forecasting, Microsoft Excel, Mergers, Mergers & Acquisitions, Logistics, Wholesale, Business Planning, QuickBooks, Finance, Leadership
Education
Adelphi University 1981 — 1985
MBA, Public Accounting
Adelphi University 1979 — 1981
BS, Banking and Money Management
Barco Uniforms, Inc. March 2012 - Present
startup software developer May 2009 - February 2012
Europacific Parts International, Inc April 1991 - May 2009
Deloitte January 1985 - November 1990
The Bank of New York June 1981 - December 1984
Skills
Privately-Held Companies, Entrepreneurship, Strategic Planning, Mulit-Site Locations, Import Trade, Family Owned Business, Mergers and Acquisitions, Growth Companies, Budgeting, Business Modeling, Cash Flow Projections, Risk Management, Cash Management, Wholesale Distribution, E-commerce, Quickbooks, Excel, Budgets, Cash Flow Forecasting, Microsoft Excel, Mergers, Mergers & Acquisitions, Logistics, Wholesale, Business Planning, QuickBooks, Finance, Leadership
Education
Adelphi University 1981 — 1985
MBA, Public Accounting
Adelphi University 1979 — 1981
BS, Banking and Money Management
Richard Coglianese: CBCP, PMP, ITILF Richard Coglianese: CBCP, PMP, ITILF's The Bank of New York Experience January 1997 - September 1997
Job Business Continuity Professional at REC Resilience Consulting
Industry Information Technology and Services
Experience
REC Resilience Consulting March 2013 - Present
BNP Paribas January 2010 - February 2013
BNP Paribas January 2004 - January 2010
BNP Paribas December 2003 - December 2004
Logica March 2002 - December 2003
CashEdge August 2000 - November 2001
Chase Manhattan Bank September 1998 - August 2000
Pricewaterhouse Coopers (Formerly Price Waterhouse LLP) September 1997 - September 1998
The Bank of New York January 1997 - September 1997
Sterling Commerce June 1995 - January 1997
Skills
Business Continuity, Disaster Recovery, Business Continuity..., Business Analysis, Information Technology, SWIFT payments, Risk Management, Payments, Operational Risk, Vendor Management, Financial Risk, Financial Services, IT Strategy, Governance, Infrastructure, Banking, Investment Banking, Software Project..., Crisis Management, Enterprise Risk..., PMO, Requirements Analysis, Cash Management, Electronic Payments, AML, Basel II, Payment Systems, Back Office, Testing, Contingency Planning, IT Audit, Software Documentation, Information Security..., FX Options, Trading Systems, Fixed Income, Risk, SWIFT, Business Resilience, Infrastructure Planning, Infrastructure Projects, Continuous Improvement, Disaster Preparedness, Disaster Response, Technology Evangelism, Payment Services, Service Continuity, Continuity of Operations, Cross-functional Team...
Education
Adelphi University
Bachelor of Science
Division Ave.
REC Resilience Consulting March 2013 - Present
BNP Paribas January 2010 - February 2013
BNP Paribas January 2004 - January 2010
BNP Paribas December 2003 - December 2004
Logica March 2002 - December 2003
CashEdge August 2000 - November 2001
Chase Manhattan Bank September 1998 - August 2000
Pricewaterhouse Coopers (Formerly Price Waterhouse LLP) September 1997 - September 1998
The Bank of New York January 1997 - September 1997
Sterling Commerce June 1995 - January 1997
Skills
Business Continuity, Disaster Recovery, Business Continuity..., Business Analysis, Information Technology, SWIFT payments, Risk Management, Payments, Operational Risk, Vendor Management, Financial Risk, Financial Services, IT Strategy, Governance, Infrastructure, Banking, Investment Banking, Software Project..., Crisis Management, Enterprise Risk..., PMO, Requirements Analysis, Cash Management, Electronic Payments, AML, Basel II, Payment Systems, Back Office, Testing, Contingency Planning, IT Audit, Software Documentation, Information Security..., FX Options, Trading Systems, Fixed Income, Risk, SWIFT, Business Resilience, Infrastructure Planning, Infrastructure Projects, Continuous Improvement, Disaster Preparedness, Disaster Response, Technology Evangelism, Payment Services, Service Continuity, Continuity of Operations, Cross-functional Team...
Education
Adelphi University
Bachelor of Science
Division Ave.
Fran Tutone Kapner Fran Tutone Kapner's The Bank of New York Experience May 2005 - July 2007
Job Executive Director, Treasury Sales Manager
Industry Financial Services
Experience
JP Morgan 2010 - Present
Women's Bond Club May 2009 - September 2013
JP Morgan 2008 - 2010
The Bank of New York May 2005 - July 2007
The Bank of New York July 2002 - May 2005
The Bank of New York January 1998 - July 2002
The Bank of New York January 1989 - January 1998
Skills
Financial Services, Relationship Management, Treasury Services, Sales, Consultative Sales..., Securities, Vendor Management, Global Custody, Mutual Funds, Manage Client..., Cross-functional Team..., International Sales, Diversity & Inclusion..., Cash Management, Team Management, Liquidity Solutions, Foreign Exchange, Transactional Banking, Collaborative Problem..., Diversity Champion, Investment Banking, Business Development, Asset Management, CRM, Investments, Management, Banking, Strategy, Process Improvement, Outsourcing, Risk Management
Education
Baruch College 1982 — 1985
JP Morgan 2010 - Present
Women's Bond Club May 2009 - September 2013
JP Morgan 2008 - 2010
The Bank of New York May 2005 - July 2007
The Bank of New York July 2002 - May 2005
The Bank of New York January 1998 - July 2002
The Bank of New York January 1989 - January 1998
Skills
Financial Services, Relationship Management, Treasury Services, Sales, Consultative Sales..., Securities, Vendor Management, Global Custody, Mutual Funds, Manage Client..., Cross-functional Team..., International Sales, Diversity & Inclusion..., Cash Management, Team Management, Liquidity Solutions, Foreign Exchange, Transactional Banking, Collaborative Problem..., Diversity Champion, Investment Banking, Business Development, Asset Management, CRM, Investments, Management, Banking, Strategy, Process Improvement, Outsourcing, Risk Management
Education
Baruch College 1982 — 1985
Lawrence Gorman's The Bank of New York Experience 1979 - 1983
Job Attorney at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America January 2005 - Present
Lord, Abbett & Co. LLC September 1999 - November 2003
Lord, Abbett & Co. LLC July 1998 - September 1999
Retirement Plan Services Inc. April 1988 - July 1998
First Virginia Bank April 1983 - April 1988
The Bank Of New York 1979 - 1983
Skills
ERISA, Legal Writing, Legal Research, Insurance Law, Estate Planning, Business Continuity..., Asset Protection, Life Insurance Taxation, 401k, Investments, Retirement Planning, Profit Sharing, Small Business, Life Insurance, Mutual Funds, Securities, Retirement, Financial Services, Insurance, Financial Planning, Finance, Wealth Management
Education
Albany Law School of Union University 1970 — 1973
Juris Doctor, Law
ABA National Graduate Trust School at Northwestern University 1977 — 1980
Syracuse University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Accounting
The Guardian Life Insurance Company of America January 2005 - Present
Lord, Abbett & Co. LLC September 1999 - November 2003
Lord, Abbett & Co. LLC July 1998 - September 1999
Retirement Plan Services Inc. April 1988 - July 1998
First Virginia Bank April 1983 - April 1988
The Bank Of New York 1979 - 1983
Skills
ERISA, Legal Writing, Legal Research, Insurance Law, Estate Planning, Business Continuity..., Asset Protection, Life Insurance Taxation, 401k, Investments, Retirement Planning, Profit Sharing, Small Business, Life Insurance, Mutual Funds, Securities, Retirement, Financial Services, Insurance, Financial Planning, Finance, Wealth Management
Education
Albany Law School of Union University 1970 — 1973
Juris Doctor, Law
ABA National Graduate Trust School at Northwestern University 1977 — 1980
Syracuse University 1966 — 1970
Bachelor of Applied Science (B.A.Sc.), Accounting
Brendan P. Farrell, Jr. Brendan P. Farrell, Jr.'s The Bank of New York Experience July 1983 - April 1990
Job executive vice president, SF&P, SunGard
Industry Information Technology and Services
Experience
SunGard Financial Systems January 2013 - Present
St. Patrick's Day Foundation, NYC 2012 - April 2014
American Friends of Athlone Institute of Technology Incorporated May 2011 - April 2014
XSP October 2006 - December 2012
Xcitek Consulting Services, Inc. January 1997 - December 2010
XCB, Inc. January 2000 - April 2007
XcitekSolutionsPlus, LLC January 2004 - October 2006
Xcitek, Inc. January 1996 - December 1996
Financial Information, Inc. April 1990 - January 1996
The Bank of New York July 1983 - April 1990
Skills
Corporate Actions, .NET, Banking Technology, Social Media, Executive Management, Entrepreneurship, Entrepreneur, Automation, Business Development, Business, Internet, Innovation, iPhone, Key Account Management, Leadership, Microsoft Office, Multimedia, Negotiation, New Business Development, Contract Negotiation, Social Networking, Outsourcing, Organization, IT Operations, Problem Solving, Strategic Planning, Restructuring, Sourcing, SOA, Twitter, XSP, Public Speaking, Public Relations, Personnel Management, Motivational Speaking, Motivated self-starter, Sales Motivation, Reorg, Global Business..., Information Technology, Mobile Technology, Technology Integration, STP, SWIFT messaging, Banking, Mentoring, Professional Mentoring, Back Office, Equities, Financial Markets
Education
Athlone Institute of Technology 1982 — 1984
Business Management, Business Administration and Management, General
Templemichael College Longford 1977 — 1982
Leaving Cert
St. Mel's College, Longford 1976 — 1977
SunGard Financial Systems January 2013 - Present
St. Patrick's Day Foundation, NYC 2012 - April 2014
American Friends of Athlone Institute of Technology Incorporated May 2011 - April 2014
XSP October 2006 - December 2012
Xcitek Consulting Services, Inc. January 1997 - December 2010
XCB, Inc. January 2000 - April 2007
XcitekSolutionsPlus, LLC January 2004 - October 2006
Xcitek, Inc. January 1996 - December 1996
Financial Information, Inc. April 1990 - January 1996
The Bank of New York July 1983 - April 1990
Skills
Corporate Actions, .NET, Banking Technology, Social Media, Executive Management, Entrepreneurship, Entrepreneur, Automation, Business Development, Business, Internet, Innovation, iPhone, Key Account Management, Leadership, Microsoft Office, Multimedia, Negotiation, New Business Development, Contract Negotiation, Social Networking, Outsourcing, Organization, IT Operations, Problem Solving, Strategic Planning, Restructuring, Sourcing, SOA, Twitter, XSP, Public Speaking, Public Relations, Personnel Management, Motivational Speaking, Motivated self-starter, Sales Motivation, Reorg, Global Business..., Information Technology, Mobile Technology, Technology Integration, STP, SWIFT messaging, Banking, Mentoring, Professional Mentoring, Back Office, Equities, Financial Markets
Education
Athlone Institute of Technology 1982 — 1984
Business Management, Business Administration and Management, General
Templemichael College Longford 1977 — 1982
Leaving Cert
St. Mel's College, Longford 1976 — 1977
Peter S Park Peter S Park's The Bank of New York Experience April 1988 - January 1990
Job Network Systems Analyst. Excellent written & oral communication skills. Customer service skills. Speak fluent Korean.
Industry Information Technology and Services
Experience
Korean American Scholarship Foundation November 2014 - Present
USPTO January 2013 - October 2013
Peter Park February 2010 - January 2013
Maurice Villency May 2000 - February 2010
USI Administrators June 1996 - February 2000
Global Computer Supplies February 1992 - February 1996
Citibank January 1990 - May 1991
The Bank of New York April 1988 - January 1990
Skills
VPN, Networking, XP, Hardware, Troubleshooting, Microsoft Office, FTP, TCP/IP, DHCP, DNS, Active Directory, Visio, Blackberry Enterprise..., Mac, Firewalls, Windows 7, Switches, Windows Server, Cisco, Windows, Symantec Antivirus, Access, ISA Server, Telnet, Virtual PC, Windows XP Professional, VMware, Google Apps, Amazon Web Services..., Rackspace, Windows XP, Cloud Computing, Cisco Technologies, Customer Service
Education
Anne Arundel Community College 2014 — 2015
Casino Dealer Certificate, Casino Dealer
City University of New York City College 1975 — 1981
BS, Computer Science
Long Island City High School 1973 — 1975
Liberal Arts, Liberal Arts
Korean American Scholarship Foundation November 2014 - Present
USPTO January 2013 - October 2013
Peter Park February 2010 - January 2013
Maurice Villency May 2000 - February 2010
USI Administrators June 1996 - February 2000
Global Computer Supplies February 1992 - February 1996
Citibank January 1990 - May 1991
The Bank of New York April 1988 - January 1990
Skills
VPN, Networking, XP, Hardware, Troubleshooting, Microsoft Office, FTP, TCP/IP, DHCP, DNS, Active Directory, Visio, Blackberry Enterprise..., Mac, Firewalls, Windows 7, Switches, Windows Server, Cisco, Windows, Symantec Antivirus, Access, ISA Server, Telnet, Virtual PC, Windows XP Professional, VMware, Google Apps, Amazon Web Services..., Rackspace, Windows XP, Cloud Computing, Cisco Technologies, Customer Service
Education
Anne Arundel Community College 2014 — 2015
Casino Dealer Certificate, Casino Dealer
City University of New York City College 1975 — 1981
BS, Computer Science
Long Island City High School 1973 — 1975
Liberal Arts, Liberal Arts
Carl Gilbert Jr's The Bank of New York Experience May 2007 - November 2009
Job Chief Operating Officer at Stuart Film Group / Events Director at Ocktober Film Festival
Industry Entertainment
Experience
Stuart Film Group October 2013 - Present
EDSI April 2012 - Present
SEI Investments August 2011 - December 2011
The Bank of New York May 2007 - November 2009
Macy's East May 2006 - May 2007
Long Island Commercial Bank June 2003 - January 2007
Skills
Analysis, Risk Management, Management, Asset Managment, Business Analysis, Investments, Leadership, Account Reconciliation, Fixed Income, Financial Analysis, Budgets, Banking, Portfolio Management, Securities, Process Improvement, Accounting, Finance, Human Resources
Education
City University of New York-Baruch College 2009 — 2010
Executive MS, Finance
LIU Post 2003 — 2005
BA, Economics
Monroe Community College 1997 — 2002
AAS, Financial Services
Stuart Film Group October 2013 - Present
EDSI April 2012 - Present
SEI Investments August 2011 - December 2011
The Bank of New York May 2007 - November 2009
Macy's East May 2006 - May 2007
Long Island Commercial Bank June 2003 - January 2007
Skills
Analysis, Risk Management, Management, Asset Managment, Business Analysis, Investments, Leadership, Account Reconciliation, Fixed Income, Financial Analysis, Budgets, Banking, Portfolio Management, Securities, Process Improvement, Accounting, Finance, Human Resources
Education
City University of New York-Baruch College 2009 — 2010
Executive MS, Finance
LIU Post 2003 — 2005
BA, Economics
Monroe Community College 1997 — 2002
AAS, Financial Services
Ken Webb, CFP®, CPWA® Ken Webb, CFP®, CPWA®'s The Bank of New York Experience 1994 - 1996
Job Head of Product Support at AXA Advisors
Industry Financial Services
Experience
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
Axa Advisors Equitable Life January 2015 - Present
AXA Advisors February 2013 - December 2014
AXA Advisors, LLC 2000 - January 2013
AXA Equitable 1998 - 2000
The Bank of New York 1994 - 1996
Skills
Investments, Mutual Funds, Series 7, Alternative Investments, Asset Management, Competitive Analysis, Due Diligence, Financial Advisory, Financial Services, Leadership, Securities, Series 24, Strategic Financial..., Management, Wealth Management, Finance, Retirement Planning
Education
NYU Stern School of Business 2011 — 2012
Certificate in Financial Planning, Financial Planning
Baruch College, City University of New York (CUNY) 1995 — 1999
MBA, Finance and Investments
Bentley University 1988 — 1992
BS, Finance and Investments
Thomas Salvatore Thomas Salvatore's The Bank of New York Experience June 1997 - August 2001
Job AML Field Officer at HSBC
Industry Human Resources
Experience
HSBC February 2013 - Present
HSBC North America Holdings April 2001 - Present
HSBC Bank, U.S.A April 2001 - Present
HSBC April 2001 - Present
HSBC BANK 2004 - 2006
The Bank of New York June 1997 - August 2001
Washington Mutual (Dime) 1990 - 1998
Skills
Commercial Lending, Commercial Banking, Commercial Banking..., Commerical Banking AML..., Banking, Relationship Management, Credit, Loans, Business Analytics, Retail Banking, Credit Analysis, Training, Portfolio Management, Financial Services, AML, Risk Management, Management, Credit Cards, Cross Selling, Credit Risk, Cash Management, Branch Banking, Consumer Lending, CRM, Small Business Lending, Wealth Management, Mortgage Lending, Finance, Coaching, Mutual Funds, Private Banking, Financial Risk, Investments
Education
Adelphi University 1990 — 1992
MBA, Finance
University at Buffalo 1985 — 1988
BA, Economics
HSBC February 2013 - Present
HSBC North America Holdings April 2001 - Present
HSBC Bank, U.S.A April 2001 - Present
HSBC April 2001 - Present
HSBC BANK 2004 - 2006
The Bank of New York June 1997 - August 2001
Washington Mutual (Dime) 1990 - 1998
Skills
Commercial Lending, Commercial Banking, Commercial Banking..., Commerical Banking AML..., Banking, Relationship Management, Credit, Loans, Business Analytics, Retail Banking, Credit Analysis, Training, Portfolio Management, Financial Services, AML, Risk Management, Management, Credit Cards, Cross Selling, Credit Risk, Cash Management, Branch Banking, Consumer Lending, CRM, Small Business Lending, Wealth Management, Mortgage Lending, Finance, Coaching, Mutual Funds, Private Banking, Financial Risk, Investments
Education
Adelphi University 1990 — 1992
MBA, Finance
University at Buffalo 1985 — 1988
BA, Economics
Melissa Hancock Melissa Hancock's The Bank of New York Experience August 2001 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
Comerica Bank August 2014 - Present
Computershare January 2012 - June 2013
BNY Mellon July 2007 - December 2011
THE BANK OF NEW YORK August 2001 - June 2007
MAVRICC MANAGEMENT SYSTEMS, INC September 2000 - July 2001
Skills
Relationship Management, Securities, Financial Services, Risk Management, Employee Stock Options, Employee Stock Purchase..., Microsoft Office, Team Leadership, Staff Development, Account Reconciliation, Customer Service, Disaster Recovery, Internal Audit, Organization, Time Management, Process Improvement, ESPP
Education
Baker College of Auburn Hills
Business Administration
Oakland Community College 2000 — 2001
Liberal Arts and Sciences, General Studies and Humanities
Comerica Bank August 2014 - Present
Computershare January 2012 - June 2013
BNY Mellon July 2007 - December 2011
THE BANK OF NEW YORK August 2001 - June 2007
MAVRICC MANAGEMENT SYSTEMS, INC September 2000 - July 2001
Skills
Relationship Management, Securities, Financial Services, Risk Management, Employee Stock Options, Employee Stock Purchase..., Microsoft Office, Team Leadership, Staff Development, Account Reconciliation, Customer Service, Disaster Recovery, Internal Audit, Organization, Time Management, Process Improvement, ESPP
Education
Baker College of Auburn Hills
Business Administration
Oakland Community College 2000 — 2001
Liberal Arts and Sciences, General Studies and Humanities
Kevron Knight Kevron Knight's The Bank of New York Experience August 2001 - April 2009
Job Data Control Analyst at AMCA RMCB
Industry Consumer Services
Experience
AMCA RMCB October 2009 - Present
The Bank of New York August 2001 - April 2009
The Viking News 1999 - 2001
Skills
Multi Tasking, Probelm Solver, Decisioning, Time Management, Customer Service, Data Warehousing, Analytics, Strategic Thinking, Microsoft Office, Liaison, Building Relationships, Management, Analysis, Leadership, Team Leadership, Accounts Receivable, Vendor Management, Process Improvement, Microsoft Excel, Training, Banking
Education
Baruch College 1997 — 2001
AMCA RMCB October 2009 - Present
The Bank of New York August 2001 - April 2009
The Viking News 1999 - 2001
Skills
Multi Tasking, Probelm Solver, Decisioning, Time Management, Customer Service, Data Warehousing, Analytics, Strategic Thinking, Microsoft Office, Liaison, Building Relationships, Management, Analysis, Leadership, Team Leadership, Accounts Receivable, Vendor Management, Process Improvement, Microsoft Excel, Training, Banking
Education
Baruch College 1997 — 2001
Anne Johnson, JD, MS's The Bank of New York Experience June 1997 - April 2000
Job Practice Manager at Piedmont HealthCare
Industry Hospital & Health Care
Experience
Piedmont Healthcare April 2002 - Present
Gilmer Arts & Heritage Association July 2011 - October 2012
Cartecay Watershed, Inc. 2007 - August 2011
The Council on Alcohol and Drugs 2006 - 2010
Ellijay Outfitters August 2005 - March 2008
Cavaliers Athletic Club 2000 - 2002
The Bank of New York June 1997 - April 2000
Skills
Non-profits, Strategic Planning, Public Speaking, Policy, Mergers, Contract Negotiation, Business Strategy, Start-ups, Insurance, Due Diligence, Team Building, HIPAA, EHR, Healthcare, Business Planning, Nonprofits, Legal Writing, Legal Documents, Legal Research, Mergers & Acquisitions, Revenue Cycle, Healthcare Consulting, Healthcare Management, Fundraising, Leadership, Management, Healthcare Information..., Hospitals
Education
Atlanta's John Marshall Law School 2009 — 2014
JD, Law
Mercer University 2010 — 2010
Certificate, Leadership for the Medical Practice
Gainesville State College 2007 — 2007
Master Certificate, Human Resources
Mercy College 1997 — 1998
MS, Business-Organizational Leadership
State University of New York at Stony Brook 1994 — 1997
BA, English & History
Piedmont Healthcare April 2002 - Present
Gilmer Arts & Heritage Association July 2011 - October 2012
Cartecay Watershed, Inc. 2007 - August 2011
The Council on Alcohol and Drugs 2006 - 2010
Ellijay Outfitters August 2005 - March 2008
Cavaliers Athletic Club 2000 - 2002
The Bank of New York June 1997 - April 2000
Skills
Non-profits, Strategic Planning, Public Speaking, Policy, Mergers, Contract Negotiation, Business Strategy, Start-ups, Insurance, Due Diligence, Team Building, HIPAA, EHR, Healthcare, Business Planning, Nonprofits, Legal Writing, Legal Documents, Legal Research, Mergers & Acquisitions, Revenue Cycle, Healthcare Consulting, Healthcare Management, Fundraising, Leadership, Management, Healthcare Information..., Hospitals
Education
Atlanta's John Marshall Law School 2009 — 2014
JD, Law
Mercer University 2010 — 2010
Certificate, Leadership for the Medical Practice
Gainesville State College 2007 — 2007
Master Certificate, Human Resources
Mercy College 1997 — 1998
MS, Business-Organizational Leadership
State University of New York at Stony Brook 1994 — 1997
BA, English & History
Meghan Vasilisin's The Bank of New York Experience July 2007 - January 2010
Job Manager Commercial Performance (Foodservice) at H.J. Heinz Company
Industry Financial Services
Experience
H.J. Heinz Company June 2014 - Present
H.J. Heinz Company December 2013 - May 2014
H.J. Heinz Company September 2013 - December 2013
H.J. Heinz Company September 2012 - August 2013
H.J. Heinz Company August 2011 - September 2012
BNY Mellon February 2011 - August 2011
BNY Mellon January 2010 - February 2011
The Bank of New York July 2007 - January 2010
Limited Brands October 2008 - September 2009
Allegheny College Chemistry Department - Philip J. Persichini Group August 2005 - May 2007
Skills
Data Analysis, Accounting, Accounts Payable, Forecasting, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, SAP, Budgets, Analytics
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Business
Allegheny College 2003 — 2007
Bachelors, Chemistry
Oakland Catholic 1999 — 2003
H.J. Heinz Company June 2014 - Present
H.J. Heinz Company December 2013 - May 2014
H.J. Heinz Company September 2013 - December 2013
H.J. Heinz Company September 2012 - August 2013
H.J. Heinz Company August 2011 - September 2012
BNY Mellon February 2011 - August 2011
BNY Mellon January 2010 - February 2011
The Bank of New York July 2007 - January 2010
Limited Brands October 2008 - September 2009
Allegheny College Chemistry Department - Philip J. Persichini Group August 2005 - May 2007
Skills
Data Analysis, Accounting, Accounts Payable, Forecasting, Financial Analysis, Microsoft Excel, Financial Reporting, PowerPoint, Microsoft Office, SAP, Budgets, Analytics
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2008 — 2010
Masters, Business
Allegheny College 2003 — 2007
Bachelors, Chemistry
Oakland Catholic 1999 — 2003
Anil Narayan Anil Narayan's The Bank of New York Experience 2004 - 2005
Job Application Architect, Sr. Software Engineer at Aspen/Epsilon/ADS
Industry Information Technology and Services
Experience
Alliance Data August 2010 - Present
The Reject Shop March 2010 - July 2010
Wells Fargo Advisors December 2009 - March 2010
Disney Consumer Products January 2009 - August 2009
Universal Music Group January 2005 - December 2008
The Bank of New York 2004 - 2005
Qwest Communications September 2002 - July 2004
CSUN- 1999 - 2002
Skills
Data Warehousing, Informatica, ETL, Data Modeling, Performance Tuning, Data Quality, Architecture, Data Architecture, Business Intelligence, Data Integration, PL/SQL, Microsoft SQL Server, Oracle, SQL, Databases, Business Objects, Unix, Agile Methodologies, DB2, Unix Shell Scripting, Data Analysis, Analytics, Data Mining, Data Warehouse..., Master Data Management, Scrum, Analysis, Shell Scripting, Solution Architecture, Erwin, XML, Software Development, Software Project..., Dimensional Modeling, Requirements Analysis, Integration, Requirements Gathering, Data Migration, Database Design, Architectures
Education
California State University-Northridge 1998 — 2002
MS, Electrical Engineering (Wireless & Digital Communications)
MTU 1998 — 1998
BMS College of Engineering, Bangalore 1990 — 1994
BE, Telecommunications Engg [BMSCE]
National College 1987 — 1990
Bachelor of Science (B.Sc.), Physics, Chemistry & Mathematics
Alliance Data August 2010 - Present
The Reject Shop March 2010 - July 2010
Wells Fargo Advisors December 2009 - March 2010
Disney Consumer Products January 2009 - August 2009
Universal Music Group January 2005 - December 2008
The Bank of New York 2004 - 2005
Qwest Communications September 2002 - July 2004
CSUN- 1999 - 2002
Skills
Data Warehousing, Informatica, ETL, Data Modeling, Performance Tuning, Data Quality, Architecture, Data Architecture, Business Intelligence, Data Integration, PL/SQL, Microsoft SQL Server, Oracle, SQL, Databases, Business Objects, Unix, Agile Methodologies, DB2, Unix Shell Scripting, Data Analysis, Analytics, Data Mining, Data Warehouse..., Master Data Management, Scrum, Analysis, Shell Scripting, Solution Architecture, Erwin, XML, Software Development, Software Project..., Dimensional Modeling, Requirements Analysis, Integration, Requirements Gathering, Data Migration, Database Design, Architectures
Education
California State University-Northridge 1998 — 2002
MS, Electrical Engineering (Wireless & Digital Communications)
MTU 1998 — 1998
BMS College of Engineering, Bangalore 1990 — 1994
BE, Telecommunications Engg [BMSCE]
National College 1987 — 1990
Bachelor of Science (B.Sc.), Physics, Chemistry & Mathematics
Jared Morris Jared Morris's The Bank of New York Experience August 1998 - August 1999
Job Vice President at M&T Bank
Industry Banking
Experience
M&T Bank November 2011 - Present
Valley National Bank August 2003 - November 2011
Gordian Group 2002 - 2002
UBS WARBURG LLC/PAINEWEBBER September 1999 - June 2001
THE BANK OF NEW YORK August 1998 - August 1999
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MBA, Accounting
Rutgers University-New Brunswick 1994 — 1998
BA, Psychology Major, Economics Minor
M&T Bank November 2011 - Present
Valley National Bank August 2003 - November 2011
Gordian Group 2002 - 2002
UBS WARBURG LLC/PAINEWEBBER September 1999 - June 2001
THE BANK OF NEW YORK August 1998 - August 1999
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
MBA, Accounting
Rutgers University-New Brunswick 1994 — 1998
BA, Psychology Major, Economics Minor
Hrachia Yerknapet Hrachia Yerknapet's The Bank of New York Experience September 2001 - April 2003
Job Experienced Business Analyst/Project Manager
Industry Banking
Experience
Bank of America July 2010 - Present
JPMorgan Chase December 2009 - July 2010
Deutsche Bank Securities July 2008 - March 2009
JPMorgan Chase January 2006 - May 2008
Citigroup June 2003 - January 2006
The Bank of New York September 2001 - April 2003
Bank of New York Mellon 2001 - 2003
JPMorgan Chase October 1999 - April 2001
Skills
Business Analysis, SDLC, Data Modeling, Data Warehousing, Basel II, Basel III, Derivatives, Risk Management, SQL, Fixed Income, Market Risk, Business Process, User Acceptance Testing, Banking, Financial Risk, Business Requirements, Capital Markets, Credit Risk
Education
New York University 2001 — 2002
Certificate, Financial Risk Management
American University of Armenia-UCLA-Aff. 1991 — 1993
MBA, Business/Banking/Finance
Hayastani Amerigyan Hamalsaran 1991 — 1993
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Yerevan State University, Physics Department 1983 — 1987
MS, Physics and Mathematics
Bank of America July 2010 - Present
JPMorgan Chase December 2009 - July 2010
Deutsche Bank Securities July 2008 - March 2009
JPMorgan Chase January 2006 - May 2008
Citigroup June 2003 - January 2006
The Bank of New York September 2001 - April 2003
Bank of New York Mellon 2001 - 2003
JPMorgan Chase October 1999 - April 2001
Skills
Business Analysis, SDLC, Data Modeling, Data Warehousing, Basel II, Basel III, Derivatives, Risk Management, SQL, Fixed Income, Market Risk, Business Process, User Acceptance Testing, Banking, Financial Risk, Business Requirements, Capital Markets, Credit Risk
Education
New York University 2001 — 2002
Certificate, Financial Risk Management
American University of Armenia-UCLA-Aff. 1991 — 1993
MBA, Business/Banking/Finance
Hayastani Amerigyan Hamalsaran 1991 — 1993
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Yerevan State University, Physics Department 1983 — 1987
MS, Physics and Mathematics
Louis Massato Louis Massato's The Bank of New York Experience 1995 - 1997
Job Vice President Business Banker at PNC
Industry Banking
Experience
PNC September 2014 - Present
PNC August 2013 - September 2014
Regions Bank July 2011 - October 2012
Bank of America Merchant Services July 2010 - June 2011
JPMorgan Chase January 2008 - February 2010
National Car Rental 2007 - 2008
Avis Budget Group March 1999 - April 2007
Long Island Savings Bank 1997 - 1999
The Bank of New York 1995 - 1997
Skills
Sales Management, Consultative Selling, Building Relationships, New Business Development, B2B, Sales Process, Strategic Partnerships, Salesforce.com, Business Strategy, Commercial Banking, Small Business Lending, Negotiation, Coaching, Strategic Planning, Account Management, Team Building, Banking, Sales Presentations, Loans, Contract Negotiation, Marketing Strategy, Cold Calling, Contract Negotiations, Cross Selling, Small Business, Bank Relationship..., Bank Management, Banking Relationships, CRM, Relationship Management, Business Relationship..., Customer Retention, Business Development, Qualifying Prospects, Credit, Business Networking, Treasury Management, Strategic Leadership, Training, Strategic Prospecting, Leadership, Management, Selling, Sales, Budgets, Lead Generation, P&L Management, Financial Services, Portfolio Management, Market Research
Education
Adelphi University 2005 — 2008
B.S., Business Management, 3.79
PNC September 2014 - Present
PNC August 2013 - September 2014
Regions Bank July 2011 - October 2012
Bank of America Merchant Services July 2010 - June 2011
JPMorgan Chase January 2008 - February 2010
National Car Rental 2007 - 2008
Avis Budget Group March 1999 - April 2007
Long Island Savings Bank 1997 - 1999
The Bank of New York 1995 - 1997
Skills
Sales Management, Consultative Selling, Building Relationships, New Business Development, B2B, Sales Process, Strategic Partnerships, Salesforce.com, Business Strategy, Commercial Banking, Small Business Lending, Negotiation, Coaching, Strategic Planning, Account Management, Team Building, Banking, Sales Presentations, Loans, Contract Negotiation, Marketing Strategy, Cold Calling, Contract Negotiations, Cross Selling, Small Business, Bank Relationship..., Bank Management, Banking Relationships, CRM, Relationship Management, Business Relationship..., Customer Retention, Business Development, Qualifying Prospects, Credit, Business Networking, Treasury Management, Strategic Leadership, Training, Strategic Prospecting, Leadership, Management, Selling, Sales, Budgets, Lead Generation, P&L Management, Financial Services, Portfolio Management, Market Research
Education
Adelphi University 2005 — 2008
B.S., Business Management, 3.79
Kimberly Glasford Kimberly Glasford's The Bank of New York Experience July 2003 - June 2005
Job Office Assistant at Hunter College
Industry Computer Software
Experience
Hunter College December 2014 - Present
Advance Auto Parts October 2014 - December 2014
City University of New York November 2010 - December 2011
U-Haul International, Inc. September 2006 - January 2008
The Bank of New York July 2003 - June 2005
Battiato and Associate December 2001 - April 2005
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Publisher, Access, Data Entry, Telephone Skills, Accounts Payable, Invoicing, Automotive Mechanic, Baker, Cook, Windows 7, Bookkeeping, Databases, Training, Management
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Computer Software Engineering
University of Phoenix 2010 — 2012
Associate of Arts (AA), Information Technology Database Development, 82
Apex Technical School 2005 — 2006
Certification, Automobile/Automotive Mechanics Technology/Technician
Hunter College December 2014 - Present
Advance Auto Parts October 2014 - December 2014
City University of New York November 2010 - December 2011
U-Haul International, Inc. September 2006 - January 2008
The Bank of New York July 2003 - June 2005
Battiato and Associate December 2001 - April 2005
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Publisher, Access, Data Entry, Telephone Skills, Accounts Payable, Invoicing, Automotive Mechanic, Baker, Cook, Windows 7, Bookkeeping, Databases, Training, Management
Education
University of Phoenix 2013 — 2015
Bachelor of Science (BS), Computer Software Engineering
University of Phoenix 2010 — 2012
Associate of Arts (AA), Information Technology Database Development, 82
Apex Technical School 2005 — 2006
Certification, Automobile/Automotive Mechanics Technology/Technician
Elizabeth Roaldsen, CFA Elizabeth Roaldsen, CFA's The Bank of New York Experience 1994 - 1997
Job Head of Digital Transformation
Industry Financial Services
Experience
State Street January 2015 - Present
State Street August 2010 - Present
26 Celsius June 2010 - August 2010
MIT Sloan School of Management June 2009 - June 2010
Merrill Lynch Bank (Suisse) September 2008 - September 2009
Merrill Lynch March 2006 - September 2008
Merrill Lynch June 2002 - 2005
The Bank of New York 1994 - 1997
Education
Harvard University, John F. Kennedy School of Government 2009 — 2010
Leadership
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MBA, Innovation and Leadership
Chartered Financial Analyst (CFA) designation 2003 — 2004
Belmont Abbey College 1989 — 1992
BA, Accounting
State Street January 2015 - Present
State Street August 2010 - Present
26 Celsius June 2010 - August 2010
MIT Sloan School of Management June 2009 - June 2010
Merrill Lynch Bank (Suisse) September 2008 - September 2009
Merrill Lynch March 2006 - September 2008
Merrill Lynch June 2002 - 2005
The Bank of New York 1994 - 1997
Education
Harvard University, John F. Kennedy School of Government 2009 — 2010
Leadership
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2010
MBA, Innovation and Leadership
Chartered Financial Analyst (CFA) designation 2003 — 2004
Belmont Abbey College 1989 — 1992
BA, Accounting
Rose Duarte Rose Duarte's The Bank of New York Experience 1999 - 2000
Job Experienced Professional
Industry Executive Office
Experience
Elmwood Park Board of Education September 2011 - Present
Kulite Semiconductor Products October 2007 - September 2009
E.A. BERG & SONS 2006 - 2007
SNS ARCHITECTS & ENGINEERS September 2005 - 2006
Valbruna Stainless Inc May 2003 - September 2005
Cablevision 2000 - 2002
The Bank of New York 1999 - 2000
Stride Rite 1995 - 1997
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Social Media, Inventory Management, Merchandising, Project Management, Customer Service, Cold Calling
Education
Berkeley College 2003 — 2005
AAS, Interior Design
Bergen Community College 1994 — 1996
AAS, EARLY CHILDHOOD EDUCATION
Merrimack College 1993 — 1994
CHILD PSYCHOLOGY
indian hills 1990 — 1993
Elmwood Park Board of Education September 2011 - Present
Kulite Semiconductor Products October 2007 - September 2009
E.A. BERG & SONS 2006 - 2007
SNS ARCHITECTS & ENGINEERS September 2005 - 2006
Valbruna Stainless Inc May 2003 - September 2005
Cablevision 2000 - 2002
The Bank of New York 1999 - 2000
Stride Rite 1995 - 1997
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Social Media, Inventory Management, Merchandising, Project Management, Customer Service, Cold Calling
Education
Berkeley College 2003 — 2005
AAS, Interior Design
Bergen Community College 1994 — 1996
AAS, EARLY CHILDHOOD EDUCATION
Merrimack College 1993 — 1994
CHILD PSYCHOLOGY
indian hills 1990 — 1993
Wendy Simon, MBA Wendy Simon, MBA's The Bank of New York Experience November 1995 - October 1998
Job Senior Analyst at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments June 2008 - Present
Franklin Templeton Investments September 2004 - Present
Franklin Templeton Investments September 2004 - June 2008
The Depository Trust Clearing Corp February 2001 - March 2003
Chase Manhattan Bank October 1998 - April 2000
The Bank of New York November 1995 - October 1998
Skills
Corporate Actions, Securities, Mutual Funds, Bonds, Investments, Finance, Banking, Analysis, Financial Risk, Trading, Financial Services, Management, Leadership, Bloomberg, Fixed Income
Education
Adelphi University 1991 — 2004
M.B.A, Business Administration and Management, General
Adelphi University 1996 — 1999
MBA, Business Administration
Adelphi University 1991 — 1995
B.S., Finance and Money Management
Adelphi University 1991 — 1995
B.S, Finance and Money Management
Franklin Templeton Investments June 2008 - Present
Franklin Templeton Investments September 2004 - Present
Franklin Templeton Investments September 2004 - June 2008
The Depository Trust Clearing Corp February 2001 - March 2003
Chase Manhattan Bank October 1998 - April 2000
The Bank of New York November 1995 - October 1998
Skills
Corporate Actions, Securities, Mutual Funds, Bonds, Investments, Finance, Banking, Analysis, Financial Risk, Trading, Financial Services, Management, Leadership, Bloomberg, Fixed Income
Education
Adelphi University 1991 — 2004
M.B.A, Business Administration and Management, General
Adelphi University 1996 — 1999
MBA, Business Administration
Adelphi University 1991 — 1995
B.S., Finance and Money Management
Adelphi University 1991 — 1995
B.S, Finance and Money Management
Robert Wiaczek Robert Wiaczek's The Bank of New York Experience January 2004 - January 2006
Job
Industry Investment Banking
Experience
Citi July 2013 - Present
Citi January 2010 - June 2013
Citi September 2009 - January 2010
Lord Abbett January 2007 - December 2008
The Blackstone Group January 2006 - December 2006
The Bank of New York January 2004 - January 2006
Skills
Equities, Fixed Income, Trading, Hedge Funds, Portfolio Management, Derivatives, FX Options, Valuation, Risk Management, Financial Reporting, Options, Investments, Securities, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business
BA
City University of New York-Baruch College - Zicklin School of Business
Master of Science in Finance
Citi July 2013 - Present
Citi January 2010 - June 2013
Citi September 2009 - January 2010
Lord Abbett January 2007 - December 2008
The Blackstone Group January 2006 - December 2006
The Bank of New York January 2004 - January 2006
Skills
Equities, Fixed Income, Trading, Hedge Funds, Portfolio Management, Derivatives, FX Options, Valuation, Risk Management, Financial Reporting, Options, Investments, Securities, Financial Risk
Education
City University of New York-Baruch College - Zicklin School of Business
BA
City University of New York-Baruch College - Zicklin School of Business
Master of Science in Finance
Patrick Curtin, CFA Patrick Curtin, CFA's The Bank of New York Experience 1997 - 2008
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup January 2013 - Present
Citigroup April 2010 - Present
S.W.I.F.T. February 2009 - April 2010
Bank of New York Mellon 1997 - 2009
The Bank of New York 1997 - 2008
Chase Manhattan Bank 1994 - 1997
Warner Lambert 1992 - 1994
Skills
Securities, Hedge Funds, Capital Markets, Equities, Management, Investments, Fixed Income, CRM, Alternative Investments, Asset Managment, Corporate Actions, Strategy, Financial Services, Mutual Funds, Asset Management, Financial Risk, Middle Office, SWIFT payments, Banking, Portfolio Management, Financial Markets, Investment Banking, Bonds, Bloomberg, Derivatives, Private Equity, FX Options, Risk Management, Back Office, Valuation, Corporate Finance, Leadership, Trading, Trading Systems, Series 7
Education
Long Island University, Brooklyn Campus 1988 — 1990
MBA, Finance & Economics
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Finance
Cardinal Spellman High School
Citigroup January 2013 - Present
Citigroup April 2010 - Present
S.W.I.F.T. February 2009 - April 2010
Bank of New York Mellon 1997 - 2009
The Bank of New York 1997 - 2008
Chase Manhattan Bank 1994 - 1997
Warner Lambert 1992 - 1994
Skills
Securities, Hedge Funds, Capital Markets, Equities, Management, Investments, Fixed Income, CRM, Alternative Investments, Asset Managment, Corporate Actions, Strategy, Financial Services, Mutual Funds, Asset Management, Financial Risk, Middle Office, SWIFT payments, Banking, Portfolio Management, Financial Markets, Investment Banking, Bonds, Bloomberg, Derivatives, Private Equity, FX Options, Risk Management, Back Office, Valuation, Corporate Finance, Leadership, Trading, Trading Systems, Series 7
Education
Long Island University, Brooklyn Campus 1988 — 1990
MBA, Finance & Economics
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Finance
Cardinal Spellman High School
Sung Kim's The Bank of New York Experience December 2003 - March 2005
Job Recruiting/Talent Acquisition/HR Management
Industry Human Resources
Experience
Cornerstone Community Church (Redding) July 2010 - Present
Pre-employ.com June 2014 - September 2014
Victor Treatment Centers September 2013 - December 2013
County of Shasta August 2012 - December 2012
County of Shasta December 2011 - August 2012
Servane Cross, Inc. August 2008 - August 2010
Catholic Healthcare West December 2005 - August 2008
The Bank of New York December 2003 - March 2005
The Port Authority of NY & NJ August 2003 - September 2004
Empire Blue Cross Blue Shield March 2001 - September 2001
Skills
Business Development, Public Speaking, Project Management, Account Management, Sales, Marketing, Homiletics, Recruiting, Management, Talent Acquisition, Healthcare, Personnel Management, Applicant Tracking..., Sourcing, Strategy, Performance Management, New Business Development, Policy, Leadership, Vendor Management, Interviews, Strategic Planning, Coaching, Human Resources, Team Building, Training, Community Outreach, Employee Training, Leadership Development, Time Management, Organizational..., Temporary Placement, Employee Relations, Temporary Staffing, Onboarding, College Recruiting, Resume Writing, Talent Management, Employment Law, Employee Benefits, Hiring, Conflict Resolution, Career Development, Workforce Planning, New Hire Orientations, Job Fairs, Benefits Administration, Behavioral Interviewing, Internet Recruiting, Career Counseling
Education
National University
Master of Science (MS), Organizational Leadership
City University of New York City College 1999 — 2002
BA, Interdisciplinary Studies
Albright College 1988 — 1992
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Downingtown High School 1985 — 1988
High School Diploma, Honors/College Prep
Cornerstone Community Church (Redding) July 2010 - Present
Pre-employ.com June 2014 - September 2014
Victor Treatment Centers September 2013 - December 2013
County of Shasta August 2012 - December 2012
County of Shasta December 2011 - August 2012
Servane Cross, Inc. August 2008 - August 2010
Catholic Healthcare West December 2005 - August 2008
The Bank of New York December 2003 - March 2005
The Port Authority of NY & NJ August 2003 - September 2004
Empire Blue Cross Blue Shield March 2001 - September 2001
Skills
Business Development, Public Speaking, Project Management, Account Management, Sales, Marketing, Homiletics, Recruiting, Management, Talent Acquisition, Healthcare, Personnel Management, Applicant Tracking..., Sourcing, Strategy, Performance Management, New Business Development, Policy, Leadership, Vendor Management, Interviews, Strategic Planning, Coaching, Human Resources, Team Building, Training, Community Outreach, Employee Training, Leadership Development, Time Management, Organizational..., Temporary Placement, Employee Relations, Temporary Staffing, Onboarding, College Recruiting, Resume Writing, Talent Management, Employment Law, Employee Benefits, Hiring, Conflict Resolution, Career Development, Workforce Planning, New Hire Orientations, Job Fairs, Benefits Administration, Behavioral Interviewing, Internet Recruiting, Career Counseling
Education
National University
Master of Science (MS), Organizational Leadership
City University of New York City College 1999 — 2002
BA, Interdisciplinary Studies
Albright College 1988 — 1992
Bachelor's degree, Pre-Medicine/Pre-Medical Studies
Downingtown High School 1985 — 1988
High School Diploma, Honors/College Prep
Patria Santos Patria Santos's The Bank of New York Experience September 2000 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Lutheran Social Services of New York December 2010 - July 2011
Chase Bank September 2006 - July 2010
The Bank of New York September 2000 - October 2006
Skills
Financial Data Analysis, Microsoft Office 2007, Advanced Finacial...
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance & Investments
Lutheran Social Services of New York December 2010 - July 2011
Chase Bank September 2006 - July 2010
The Bank of New York September 2000 - October 2006
Skills
Financial Data Analysis, Microsoft Office 2007, Advanced Finacial...
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance & Investments
Jerry Olivo Jerry Olivo's The Bank of New York Experience 2002 - 2004
Job Managing Director at Citigroup
Industry Banking
Experience
Citigroup 2004 - Present
The Bank of New York 2002 - 2004
Bankers Trust/Deutsche Bank 1988 - 2002
ADP 1985 - 1988
Skills
Cash Management, Banking, Capital Markets, Managerial Finance, Valuation, Strategy, Business Strategy, Corporate Finance, Derivatives, Management, Finance, Treasury, Risk Management, Portfolio Management, Securities, Investments, Product Management, Relationship Management, Treasury Management, Investment Banking, Financial Services, Credit, Due Diligence, Loans, Funding, Financial Modeling, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Arizona State University - W. P. Carey School of Business 1981 — 1983
BS, Finance
County College of Morris 1979 — 1981
A.A., Business Administration
Citigroup 2004 - Present
The Bank of New York 2002 - 2004
Bankers Trust/Deutsche Bank 1988 - 2002
ADP 1985 - 1988
Skills
Cash Management, Banking, Capital Markets, Managerial Finance, Valuation, Strategy, Business Strategy, Corporate Finance, Derivatives, Management, Finance, Treasury, Risk Management, Portfolio Management, Securities, Investments, Product Management, Relationship Management, Treasury Management, Investment Banking, Financial Services, Credit, Due Diligence, Loans, Funding, Financial Modeling, Fixed Income, Equities
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/International Business
Arizona State University - W. P. Carey School of Business 1981 — 1983
BS, Finance
County College of Morris 1979 — 1981
A.A., Business Administration
Anna Marie Tee's The Bank of New York Experience January 1994 - January 1996
Job Financial Services Professional
Industry Financial Services
Experience
H&R Block October 2014 - Present
H&R Block January 2010 - Present
Edward Jones & Co January 2006 - September 2011
The Bank of New York January 1994 - January 1996
Kronish Lieb, Ambac, UFT, The Bank January 1992 - January 1994
Gruntal International January 1987 - January 1992
Hambrecht & Quist January 1986 - January 1987
Skills
Investments, Trading, Spanish, Employee Benefits, Tax, Sales, Series 63, French, Retail, Research, Mutual Funds, Strategic Financial..., Series 7, Securities, Financial Analysis, Retirement Planning, Finance, Equities, Wealth Management, Financial Services, Financial Advisory, Financial Planning, Cash Management, Accounting
Education
Barnard College
B.A, Economics
Scarsdale High School
High School, Honors
H&R Block October 2014 - Present
H&R Block January 2010 - Present
Edward Jones & Co January 2006 - September 2011
The Bank of New York January 1994 - January 1996
Kronish Lieb, Ambac, UFT, The Bank January 1992 - January 1994
Gruntal International January 1987 - January 1992
Hambrecht & Quist January 1986 - January 1987
Skills
Investments, Trading, Spanish, Employee Benefits, Tax, Sales, Series 63, French, Retail, Research, Mutual Funds, Strategic Financial..., Series 7, Securities, Financial Analysis, Retirement Planning, Finance, Equities, Wealth Management, Financial Services, Financial Advisory, Financial Planning, Cash Management, Accounting
Education
Barnard College
B.A, Economics
Scarsdale High School
High School, Honors
Mari Freitas's The Bank of New York Experience February 2000 - July 2002
Job Realtor Associate at Signature Paradise Realty International
Industry Real Estate
Experience
Signature Paradise Realty International, LLC March 2014 - Present
Century 21 Tenace Realty October 2009 - August 2013
Exit Realty Specialists April 2004 - September 2009
The Bank of New York February 2000 - July 2002
Skills
Real Estate, Investment Properties, Selling, Vacation Homes, Listings, Buyer Representation, Single Family Homes, Short Sales, New Home Sales, REO, Sellers, Condos, Relocation, First Time Home Buyers, Foreclosures, Rentals, ABR Designation, Referrals, SFR Certified, Accredited Buyer, Buyers, Specialized in...
Education
Gold Coast Real Estate School 2004 — 2004
City University of New York-Baruch College 1995 — 2000
Signature Paradise Realty International, LLC March 2014 - Present
Century 21 Tenace Realty October 2009 - August 2013
Exit Realty Specialists April 2004 - September 2009
The Bank of New York February 2000 - July 2002
Skills
Real Estate, Investment Properties, Selling, Vacation Homes, Listings, Buyer Representation, Single Family Homes, Short Sales, New Home Sales, REO, Sellers, Condos, Relocation, First Time Home Buyers, Foreclosures, Rentals, ABR Designation, Referrals, SFR Certified, Accredited Buyer, Buyers, Specialized in...
Education
Gold Coast Real Estate School 2004 — 2004
City University of New York-Baruch College 1995 — 2000
La (Deborah S. Wilson, MBA) Dauphine's The Bank of New York Experience October 2000 - October 2006
Job Fashion Stylist/Image Consultant
Industry Apparel & Fashion
Experience
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
PowerDressing.com January 2004 - Present
Not Just A Label (NJAL) May 2010 - 2012
Examiner.com April 2010 - 2012
Beautyverve.com February 2010 - 2012
The Bank of New York October 2000 - October 2006
Pacific Income Advisers May 1999 - October 2000
Westbourne Capital August 1998 - February 1999
Seidner & Company February 1998 - August 1998
Bankers Trust Company July 1997 - February 1998
Trust Company of the West July 1990 - July 1997
Skills
Social Media Marketing, Fashion, Photo Shoots, Blogging, Marketing, Management, Editorial, Social Media, Beauty Industry, Copywriting, Portfolio Performance..., Performance Analysis, Performance Metrics, Investment Compliance, Investment Policy..., Client Relations Skills, Product Marketing, Performance Attribution, Performance Measurement, Compliance Monitoring, Asset Allocation, Operations Management, Private Clients, Institutional Clients, Social Networking, Photography, Facebook, Content Strategy, Copy Editing, Publishing, Styling, Wardrobe Analysis, Leadership, Press Releases, Apparel, Merchandising, Publicity, Creative Direction, Trend Analysis, Art
Education
Arizona State University 2003 — 2004
MBA
University of Redlands 1999 — 2001
B.S.
Monteal West
Monteal West
Monteal West
Dmitry Krichker's The Bank of New York Experience November 1998 - October 1999
Job Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 2008 - Present
KPMG US January 2006 - September 2007
GlobeOp Financial Services February 2004 - December 2005
PFPC Global Fund Services July 2002 - February 2004
J. P. Morgan Chase & Co January 2000 - March 2001
The Bank of New York November 1998 - October 1999
Skills
MS Office, Bloomberg Terminal, Reuters 3000, Lotus, Bloomberg, Valuation, Equities, Financial Modeling, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Capital Markets, Fund Accounting, Financial Analysis, Financial Statement...
Education
Northeastern University 2001 — 2003
Master of Science (M.S.), Finance
Bentley College 1991 — 1997
Bachelor of Science (B.S.), Finance
Bank of New York Mellon September 2008 - Present
KPMG US January 2006 - September 2007
GlobeOp Financial Services February 2004 - December 2005
PFPC Global Fund Services July 2002 - February 2004
J. P. Morgan Chase & Co January 2000 - March 2001
The Bank of New York November 1998 - October 1999
Skills
MS Office, Bloomberg Terminal, Reuters 3000, Lotus, Bloomberg, Valuation, Equities, Financial Modeling, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Capital Markets, Fund Accounting, Financial Analysis, Financial Statement...
Education
Northeastern University 2001 — 2003
Master of Science (M.S.), Finance
Bentley College 1991 — 1997
Bachelor of Science (B.S.), Finance
Yatna Vakharia's The Bank of New York Experience 1994 - 2002
Job Columbia University in the City of New York
Industry Banking
Experience
Community Impact Columbia University October 2012 - May 2013
Community Impact 2011 - 2011
Bergen Community College Tutoring Center 2006 - 2007
Thomas Jefferson Middle School 2004 - 2006
Washington Elementary School 2002 - 2004
The Bank of New York 1994 - 2002
Howard Savings 1990 - 1992
First Nationwide Bank 1985 - 1988
Skills
Mathematics, Microsoft Office, Microsoft Word, Microsoft Excel, iPhone, Speak Gujarati, Speak Hindi, Hindi, Research, Customer Service, Teaching, Fundraising, Budgets, Tutoring, Data Analysis, Public Speaking, Editing, Nonprofits, Social Media, Event Planning, Analysis, PowerPoint, Community Outreach
Education
Columbia University 2008 — 2015
Bachelor of Arts, Mathematics, GPA 3.4
Bergen Community College 2006 — 2008
Mathematics, 3.9
Community Impact Columbia University October 2012 - May 2013
Community Impact 2011 - 2011
Bergen Community College Tutoring Center 2006 - 2007
Thomas Jefferson Middle School 2004 - 2006
Washington Elementary School 2002 - 2004
The Bank of New York 1994 - 2002
Howard Savings 1990 - 1992
First Nationwide Bank 1985 - 1988
Skills
Mathematics, Microsoft Office, Microsoft Word, Microsoft Excel, iPhone, Speak Gujarati, Speak Hindi, Hindi, Research, Customer Service, Teaching, Fundraising, Budgets, Tutoring, Data Analysis, Public Speaking, Editing, Nonprofits, Social Media, Event Planning, Analysis, PowerPoint, Community Outreach
Education
Columbia University 2008 — 2015
Bachelor of Arts, Mathematics, GPA 3.4
Bergen Community College 2006 — 2008
Mathematics, 3.9
Carrie Larrier Carrie Larrier's The Bank of New York Experience June 2005 - October 2007
Job VP, Marketing at Dreyfus/BNY Mellon
Industry Financial Services
Experience
BNY Mellon/Dreyfus October 2007 - Present
The Bank of New York June 2005 - October 2007
Oppenheimer & Co. Inc. July 1997 - June 2005
Direct Travel, Inc. 1995 - 1997
Decisive Strategies August 1994 - June 1995
Simmons Market Research Bureau January 1994 - July 1994
CIEE 1990 - 1994
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Marketing
Sheepshead Bay High School 1982 — 1986
NYU School of Professional Studies
Certificate, Sports and Special Events Marketing
BNY Mellon/Dreyfus October 2007 - Present
The Bank of New York June 2005 - October 2007
Oppenheimer & Co. Inc. July 1997 - June 2005
Direct Travel, Inc. 1995 - 1997
Decisive Strategies August 1994 - June 1995
Simmons Market Research Bureau January 1994 - July 1994
CIEE 1990 - 1994
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Marketing
Sheepshead Bay High School 1982 — 1986
NYU School of Professional Studies
Certificate, Sports and Special Events Marketing
Raymond Fincken Raymond Fincken's The Bank of New York Experience November 1984 - December 1998
Job Senior Vice President at Peoples United Bank
Industry Financial Services
Experience
Peoples United Bank April 2012 - Present
Capital One December 2008 - April 2012
HSBC Bank USA January 1998 - December 2008
The Bank of New York November 1984 - December 1998
Skills
Banking, Acquisitions, Derivatives, Risk Management, Credit, Cash Management, Finance, Mortgage Lending, Loans, Commercial Banking, Financial Services, Commercial Lending, Executive Management, Corporate Finance, Financial Analysis, Financial Institutions, Small Business Lending, Management, Portfolio Management, Credit Analysis, Credit Risk, Middle Market
Education
Adelphi University 1984 — 1988
MBA, Banking & Finance
Peoples United Bank April 2012 - Present
Capital One December 2008 - April 2012
HSBC Bank USA January 1998 - December 2008
The Bank of New York November 1984 - December 1998
Skills
Banking, Acquisitions, Derivatives, Risk Management, Credit, Cash Management, Finance, Mortgage Lending, Loans, Commercial Banking, Financial Services, Commercial Lending, Executive Management, Corporate Finance, Financial Analysis, Financial Institutions, Small Business Lending, Management, Portfolio Management, Credit Analysis, Credit Risk, Middle Market
Education
Adelphi University 1984 — 1988
MBA, Banking & Finance
Daniel Sabo Daniel Sabo's The Bank of New York Experience December 2004 - July 2005
Job PresidentAdministrator at Instacare Home Health Solutions LLC.
Industry Hospital & Health Care
Experience
Instacare Home Health Solutions LLC. January 2010 - Present
National Securities September 2005 - July 2009
The Bank of New York December 2004 - July 2005
Skills
Portfolio Management, Investment Banking, Healthcare, Home Care, Mergers & Acquisitions, Due Diligence, Financial Modeling, Private Equity, Trading, Financial Analysis, Corporate Finance, Finance, Valuation, Venture Capital, Investments, Asset Management, Strategic Planning, Corporate Development, Start-ups, Healthcare Management, Medicaid
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance and Accounting
Bais 1998 — 2001
Bachelors, Talmudic Law
ytt 1993 — 1997
High
Instacare Home Health Solutions LLC. January 2010 - Present
National Securities September 2005 - July 2009
The Bank of New York December 2004 - July 2005
Skills
Portfolio Management, Investment Banking, Healthcare, Home Care, Mergers & Acquisitions, Due Diligence, Financial Modeling, Private Equity, Trading, Financial Analysis, Corporate Finance, Finance, Valuation, Venture Capital, Investments, Asset Management, Strategic Planning, Corporate Development, Start-ups, Healthcare Management, Medicaid
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
MBA, Finance and Accounting
Bais 1998 — 2001
Bachelors, Talmudic Law
ytt 1993 — 1997
High
Gurpreet Kaur Mann Gurpreet Kaur Mann's The Bank of New York Experience June 2009 - November 2009
Job Senior Regulatory Servicing Analyst at BlackRock
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2013 - July 2014
JPMorgan Chase & Co. July 2011 - May 2013
New York City Small Business Services May 2010 - November 2010
Roman & Singh, LLP February 2004 - May 2010
The Bank of New York June 2009 - November 2009
Skills
PowerPoint, Public Relations, Microsoft Office, Microsoft Excel, Management, Access, Microsoft Word, Outlook, Finance
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelor of Business Administration, Zicklin School of Business, Computer Information Systems
JPMorgan Chase & Co. May 2013 - July 2014
JPMorgan Chase & Co. July 2011 - May 2013
New York City Small Business Services May 2010 - November 2010
Roman & Singh, LLP February 2004 - May 2010
The Bank of New York June 2009 - November 2009
Skills
PowerPoint, Public Relations, Microsoft Office, Microsoft Excel, Management, Access, Microsoft Word, Outlook, Finance
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
Bachelor of Business Administration, Zicklin School of Business, Computer Information Systems
Delia Morris's The Bank of New York Experience 2002 - 2002
Job
Industry Oil & Energy
Experience
Rigzone 2015 - Present
London Business School Global Energy Club November 2014 - Present
Wood Mackenzie 2013 - 2015
RBC Capital Markets 2010 - 2012
Maersk Oil 2008 - 2009
Accenture 2007 - 2008
PricewaterhouseCoopers Management Consulting 2006 - 2007
Centrica Energy 2004 - 2006
British Gas 2003 - 2004
The Bank of New York 2002 - 2002
Skills
Energy, Oil, Management Consulting, New Business Development, Equity Research, Valuation, Natural Gas, Downstream Oil & Gas, Petroleum Refining, Petroleum, Business Development, Business Strategy, Due Diligence, Project Management, Analysis, Consulting, Strategy, Upstream, Commodity, Mergers & Acquisitions, Financial Modeling, Management, Financial Analysis, Commodity Markets
Education
London Business School 2001 — 2003
MBA
Amherst College 1992 — 1996
B.A., cum laude
Bethesda Chevy Chase HS
Rigzone 2015 - Present
London Business School Global Energy Club November 2014 - Present
Wood Mackenzie 2013 - 2015
RBC Capital Markets 2010 - 2012
Maersk Oil 2008 - 2009
Accenture 2007 - 2008
PricewaterhouseCoopers Management Consulting 2006 - 2007
Centrica Energy 2004 - 2006
British Gas 2003 - 2004
The Bank of New York 2002 - 2002
Skills
Energy, Oil, Management Consulting, New Business Development, Equity Research, Valuation, Natural Gas, Downstream Oil & Gas, Petroleum Refining, Petroleum, Business Development, Business Strategy, Due Diligence, Project Management, Analysis, Consulting, Strategy, Upstream, Commodity, Mergers & Acquisitions, Financial Modeling, Management, Financial Analysis, Commodity Markets
Education
London Business School 2001 — 2003
MBA
Amherst College 1992 — 1996
B.A., cum laude
Bethesda Chevy Chase HS
Rabih Ramadi Rabih Ramadi's The Bank of New York Experience August 2000 - October 2003
Job Partner at KPMG Management Consulting
Industry Management Consulting
Experience
KPMG November 2003 - Present
The Bank of New York August 2000 - October 2003
Skills
Management Consulting, Hedge Funds, Private Equity, Valuation, Due Diligence, Financial Modeling, Capital Markets, Asset Managment, Financial Analysis, Equities, Investment Banking, Alternative Investments, Derivatives, Risk Management, Corporate Finance
Education
Wharton Business School 2007 — 2009
MBA, Finance
Cornell University 1999 — 2000
MS, Engineering Management
American University of Beirut
BE, Civil and Environmental Engineering
College Des Freres
Baccalaureat Francais
KPMG November 2003 - Present
The Bank of New York August 2000 - October 2003
Skills
Management Consulting, Hedge Funds, Private Equity, Valuation, Due Diligence, Financial Modeling, Capital Markets, Asset Managment, Financial Analysis, Equities, Investment Banking, Alternative Investments, Derivatives, Risk Management, Corporate Finance
Education
Wharton Business School 2007 — 2009
MBA, Finance
Cornell University 1999 — 2000
MS, Engineering Management
American University of Beirut
BE, Civil and Environmental Engineering
College Des Freres
Baccalaureat Francais
Marie Donnelly Marie Donnelly's The Bank of New York Experience July 1997 - July 1999
Job School Business Official at Island Park School District
Industry Education Management
Experience
Island Park School District December 2014 - Present
East Meadow School District February 2014 - November 2014
Plainedge Public Schools January 2011 - January 2014
Levittown Public Schools November 2005 - January 2011
Slomin's, Inc. June 2002 - November 2005
Oxygen Media September 2001 - May 2002
ADP July 1999 - September 2001
The Bank of New York July 1997 - July 1999
Skills
Research, Microsoft Office, Microsoft Word, PowerPoint, Educational Leadership, Leadership, Outlook, Customer Service, Microsoft Excel, Employee Relations, English, Human Resources, Analysis, Event Planning, Training, System Administration, Teamwork, Change Management, Program Management, Organizational..., Management
Education
Long Island University, C.W. Post Campus 2004 — 2005
Advanced Certificate in School Business Administration (SBA/SDA), Educational Leadership and Administration, General
Adelphi University 1999 — 2001
Master of Business Administration (MBA)
State University of New York at Albany 1992 — 1996
Bachelor of Arts (BA), Criminal Justice
Island Park School District December 2014 - Present
East Meadow School District February 2014 - November 2014
Plainedge Public Schools January 2011 - January 2014
Levittown Public Schools November 2005 - January 2011
Slomin's, Inc. June 2002 - November 2005
Oxygen Media September 2001 - May 2002
ADP July 1999 - September 2001
The Bank of New York July 1997 - July 1999
Skills
Research, Microsoft Office, Microsoft Word, PowerPoint, Educational Leadership, Leadership, Outlook, Customer Service, Microsoft Excel, Employee Relations, English, Human Resources, Analysis, Event Planning, Training, System Administration, Teamwork, Change Management, Program Management, Organizational..., Management
Education
Long Island University, C.W. Post Campus 2004 — 2005
Advanced Certificate in School Business Administration (SBA/SDA), Educational Leadership and Administration, General
Adelphi University 1999 — 2001
Master of Business Administration (MBA)
State University of New York at Albany 1992 — 1996
Bachelor of Arts (BA), Criminal Justice
Moira Mastro, LCSW Moira Mastro, LCSW's The Bank of New York Experience 1985 - 1989
Job Psychotherapy Counseling Coaching
Industry Mental Health Care
Experience
Moira G. Mastro, LCSW January 2012 - Present
Employee Support Network July 2011 - December 2011
Southeast Nassau Guidance Center, Inc. 2007 - July 2011
Family and Children's Association September 2006 - September 2008
The Family Nest 1996 - 2006
Lehman Brothers 1992 - 1996
Sumitomo Bank Capital Markets, Inc. 1990 - 1992
The Bank of New York 1985 - 1989
Skills
Personal Development, Wellness Coaching, Mental Health Counseling, EFT, Mental Health, Motivational..., Individual Counselling, CBT, Group Therapy, Treatment, Psychotherapy, Mindfulness, Psychology, Social Services, Crisis Intervention, Community Outreach, Adolescents, Electronic Funds..., Family Therapy, Counseling Psychology, Case Managment, Training, Stress Management
Education
New York University 2012 — 2013
Certification, Personal Coaching
Adelphi University 2002 — 2005
MSW, Social Work
Stonehill College 1977 — 1980
BA, Psychology
Moira G. Mastro, LCSW January 2012 - Present
Employee Support Network July 2011 - December 2011
Southeast Nassau Guidance Center, Inc. 2007 - July 2011
Family and Children's Association September 2006 - September 2008
The Family Nest 1996 - 2006
Lehman Brothers 1992 - 1996
Sumitomo Bank Capital Markets, Inc. 1990 - 1992
The Bank of New York 1985 - 1989
Skills
Personal Development, Wellness Coaching, Mental Health Counseling, EFT, Mental Health, Motivational..., Individual Counselling, CBT, Group Therapy, Treatment, Psychotherapy, Mindfulness, Psychology, Social Services, Crisis Intervention, Community Outreach, Adolescents, Electronic Funds..., Family Therapy, Counseling Psychology, Case Managment, Training, Stress Management
Education
New York University 2012 — 2013
Certification, Personal Coaching
Adelphi University 2002 — 2005
MSW, Social Work
Stonehill College 1977 — 1980
BA, Psychology
BRIAN CARLO BRIAN CARLO's The Bank of New York Experience May 2006 - June 2014
Job While Looking for gainful employment,I am now fully involved in the market by being a day trader now
Industry Banking
Experience
DAY TRADING June 2014 - Present
The Bank of New York May 2006 - June 2014
ALLIANCE BERNSTEIN October 2005 - May 2006
AXA- FINANCIAL August 2004 - September 2005
CITIGROUP, Trade Support April 2003 - August 2004
Morgan Stanley January 2002 - April 2003
MANAA TRADING GROUP February 2001 - September 2001
CHRISTIAN LEGAL/FINANCIAL SERVICES June 1998 - December 2000
Skills
Bloomberg, Options, Electronic Trading, Fixed Income, Series 7, Derivatives, Equities, FX Options, Bonds, Equity Derivatives, Trading, Settlement, Commodity, Mutual Funds, Swaps, Middle Office, Account Reconciliation, Finance, Securities, Credit, Currency, Financial Services, ETFs, Corporate Actions, Investment Banking, CDS, Back Office, Financial Markets, Financial Risk, Hedge Funds, Asset Management, Capital Markets, Interest Rate Swaps
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Finance and Inversment, Fiance&Investment
BaruchCollege 1993 — 1998
BBA, Finance & Investments
DAY TRADING June 2014 - Present
The Bank of New York May 2006 - June 2014
ALLIANCE BERNSTEIN October 2005 - May 2006
AXA- FINANCIAL August 2004 - September 2005
CITIGROUP, Trade Support April 2003 - August 2004
Morgan Stanley January 2002 - April 2003
MANAA TRADING GROUP February 2001 - September 2001
CHRISTIAN LEGAL/FINANCIAL SERVICES June 1998 - December 2000
Skills
Bloomberg, Options, Electronic Trading, Fixed Income, Series 7, Derivatives, Equities, FX Options, Bonds, Equity Derivatives, Trading, Settlement, Commodity, Mutual Funds, Swaps, Middle Office, Account Reconciliation, Finance, Securities, Credit, Currency, Financial Services, ETFs, Corporate Actions, Investment Banking, CDS, Back Office, Financial Markets, Financial Risk, Hedge Funds, Asset Management, Capital Markets, Interest Rate Swaps
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
Finance and Inversment, Fiance&Investment
BaruchCollege 1993 — 1998
BBA, Finance & Investments
Yevgeniya Raginkina Yevgeniya Raginkina's The Bank of New York Experience December 1996 - March 2004
Job Authorized Officer at UBS FINANCIAL SERVICES, INC
Industry Financial Services
Experience
UBS Wealth Management June 2004 - Present
The Bank of New York December 1996 - March 2004
Skills
COBOL, CICS, JCL, VSAM, DB2, Stored Procedures, WebSphere MQ, MQ Series, Startool, Change Management, SQL, Workflow, PL/SQL, FTP, NDM, Xpediter, Software Development, IBM Mainframe, SPUFI, Requirements Analysis, Websphere, Financial Services, Databases, TSO, MVS, SDLC, Fileaid, Intertest, Endeavor, Portfolio Management, Production Support, Mainframe, Business Analysis
Education
Saint Petersburg State Marine Technical University 1977 — 1982
MS
St.Petersburg High School 366 1975 — 1977
UBS Wealth Management June 2004 - Present
The Bank of New York December 1996 - March 2004
Skills
COBOL, CICS, JCL, VSAM, DB2, Stored Procedures, WebSphere MQ, MQ Series, Startool, Change Management, SQL, Workflow, PL/SQL, FTP, NDM, Xpediter, Software Development, IBM Mainframe, SPUFI, Requirements Analysis, Websphere, Financial Services, Databases, TSO, MVS, SDLC, Fileaid, Intertest, Endeavor, Portfolio Management, Production Support, Mainframe, Business Analysis
Education
Saint Petersburg State Marine Technical University 1977 — 1982
MS
St.Petersburg High School 366 1975 — 1977
Donna Laske's The Bank of New York Experience 2005 - 2006
Job Office Manager Claim Litigation Counsel Richard T Lau & Associates, State Farm Insurance
Industry Legal Services
Experience
Richard T Lau & Associates, Claims Litigation Counsel State Farm Insurance August 2006 - Present
The Bank of New York 2005 - 2006
Cullen and Dykman LLP 1989 - 2000
Catholic Medical Center of Brooklyn and Queens 1995 - 1997
Skills
Onboarding, Employee Relations, Employment Law, Employee Handbooks, Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Engagement, Performance Management, Organizational..., Sourcing, Benefits Administration, Employee Benefits, PeopleSoft, Workers Compensation, College Recruiting, Hiring, Interviews, Applicant Tracking..., New Hire Orientations, Management
Education
Adelphi University
BBA, Business Administration
Nassau Community College
AAS, Retail Business Management
New Hyde Park Memorial High School
Richard T Lau & Associates, Claims Litigation Counsel State Farm Insurance August 2006 - Present
The Bank of New York 2005 - 2006
Cullen and Dykman LLP 1989 - 2000
Catholic Medical Center of Brooklyn and Queens 1995 - 1997
Skills
Onboarding, Employee Relations, Employment Law, Employee Handbooks, Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Engagement, Performance Management, Organizational..., Sourcing, Benefits Administration, Employee Benefits, PeopleSoft, Workers Compensation, College Recruiting, Hiring, Interviews, Applicant Tracking..., New Hire Orientations, Management
Education
Adelphi University
BBA, Business Administration
Nassau Community College
AAS, Retail Business Management
New Hyde Park Memorial High School
Philip Romm Philip Romm's The Bank of New York Experience September 1998 - June 2004
Job Principal
Industry Human Resources
Experience
Phil Romm Consulting 2014 - Present
Animal Emergency & Referral Associates July 2012 - November 2013
Majesco Entertainment August 2011 - April 2012
P&G Associates October 2010 - August 2011
Barclays Capital June 2007 - June 2009
Credit Suisse December 2006 - February 2007
The Conti Group July 2006 - October 2006
Hess Corporation June 2004 - June 2006
The Bank of New York September 1998 - June 2004
Skills
Human Resources, Recruiting, Talent Management, Employee Relations, Strategy, Management, Personnel Management, Program Management, Labor Relations, SDLC, Budgets, Time Management, Access, Onboarding, Talent Acquisition, Applicant Tracking..., Benefits Administration, Career Development, Change Management, Coaching, College Recruiting, Conflict Resolution, Deferred Compensation, Employee Benefits, Employee Engagement, Employment Law, Executive Management, Executive Search, HR Consulting, HR Policies, HRIS, Healthcare, Hiring, Interviews, Leadership, Leadership Development, New Hire Orientations, Payroll, Organizational..., Performance Management, Sourcing, Strategic Planning, Retail, Succession Planning, Temporary Placement, Technical Recruiting, Workforce Planning, Training
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Masters of Science, Industrial Labor Relations
Columbia University in the City of New York 1998 — 2000
MA, Liberal Studies
University of Rochester 1993 — 1997
Bachelor of Arts, Political Science
Phil Romm Consulting 2014 - Present
Animal Emergency & Referral Associates July 2012 - November 2013
Majesco Entertainment August 2011 - April 2012
P&G Associates October 2010 - August 2011
Barclays Capital June 2007 - June 2009
Credit Suisse December 2006 - February 2007
The Conti Group July 2006 - October 2006
Hess Corporation June 2004 - June 2006
The Bank of New York September 1998 - June 2004
Skills
Human Resources, Recruiting, Talent Management, Employee Relations, Strategy, Management, Personnel Management, Program Management, Labor Relations, SDLC, Budgets, Time Management, Access, Onboarding, Talent Acquisition, Applicant Tracking..., Benefits Administration, Career Development, Change Management, Coaching, College Recruiting, Conflict Resolution, Deferred Compensation, Employee Benefits, Employee Engagement, Employment Law, Executive Management, Executive Search, HR Consulting, HR Policies, HRIS, Healthcare, Hiring, Interviews, Leadership, Leadership Development, New Hire Orientations, Payroll, Organizational..., Performance Management, Sourcing, Strategic Planning, Retail, Succession Planning, Temporary Placement, Technical Recruiting, Workforce Planning, Training
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Masters of Science, Industrial Labor Relations
Columbia University in the City of New York 1998 — 2000
MA, Liberal Studies
University of Rochester 1993 — 1997
Bachelor of Arts, Political Science
Amaresh Mahapatra's The Bank of New York Experience October 2005 - Present
Job Technical PM / Architect at The Bank of New York
Industry Financial Services
Experience
The Bank of New York October 2005 - Present
PRT Barbados Ltd. 1997 - 2001
Education
Berhampur University 1991 — 1993
MBA, MIS, Marketing, Finance
The Bank of New York October 2005 - Present
PRT Barbados Ltd. 1997 - 2001
Education
Berhampur University 1991 — 1993
MBA, MIS, Marketing, Finance
Sharon Reed's The Bank of New York Experience March 2003 - March 2007
Job Performance Analyst at Honeywell
Industry Investment Management
Experience
Honeywell Capital Management March 2007 - Present
The Bank of New York March 2003 - March 2007
The Bank of New York August 2000 - March 2003
INDATA Services LLC 1996 - 1999
Skills
Performance Measurement, Attribution, Financial Services, Investments, Asset Allocation, Asset Managment, Equities, Institutional..., Performance Attribution, Investment Strategies, Securities, Investment Management, Relationship Management, Compliance, Mutual Funds, Asset Management, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1993 — 1994
MBA, Business administration and policy
University at Albany, SUNY 1983 — 1987
BA, Economics & English
Honeywell Capital Management March 2007 - Present
The Bank of New York March 2003 - March 2007
The Bank of New York August 2000 - March 2003
INDATA Services LLC 1996 - 1999
Skills
Performance Measurement, Attribution, Financial Services, Investments, Asset Allocation, Asset Managment, Equities, Institutional..., Performance Attribution, Investment Strategies, Securities, Investment Management, Relationship Management, Compliance, Mutual Funds, Asset Management, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1993 — 1994
MBA, Business administration and policy
University at Albany, SUNY 1983 — 1987
BA, Economics & English
Tom Musarra's The Bank of New York Experience March 2002 - July 2004
Job Senior Vice President at Law Debenture Trust Company of New York
Industry Financial Services
Experience
Law Debenture Trust Company of New York October 2012 - Present
HSBC January 2006 - October 2012
Wachovia Bank July 2004 - January 2006
The Bank of New York March 2002 - July 2004
US Trust February 1985 - March 2002
Skills
Loans, Fixed Income, Corporate Trust, ABS, Bonds, Structured Finance, MBS, Structured Products, Securities, Financial Services, Derivatives, Banking, Capital Markets, Corporate Finance, Risk Management, Investments, Portfolio Management, Credit Derivatives, Credit, Securitization, Commercial Banking, Financial Markets, Credit Risk, Financial Structuring, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Management
Rutgers, The State University of New Jersey-Newark 1980 — 1984
BA, Economics
Law Debenture Trust Company of New York October 2012 - Present
HSBC January 2006 - October 2012
Wachovia Bank July 2004 - January 2006
The Bank of New York March 2002 - July 2004
US Trust February 1985 - March 2002
Skills
Loans, Fixed Income, Corporate Trust, ABS, Bonds, Structured Finance, MBS, Structured Products, Securities, Financial Services, Derivatives, Banking, Capital Markets, Corporate Finance, Risk Management, Investments, Portfolio Management, Credit Derivatives, Credit, Securitization, Commercial Banking, Financial Markets, Credit Risk, Financial Structuring, Investment Banking
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Management
Rutgers, The State University of New Jersey-Newark 1980 — 1984
BA, Economics
Konstantin Mirnitchenko's The Bank of New York Experience 1998 - 2006
Job Portfolio Manager Private Label Securities at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2010 - Present
Wells Fargo Bank N.A. 2006 - December 2010
The Bank Of New York 1998 - 2006
Fifth Avenue Chocolatiere 1991 - 1998
Skills
Securities, Portfolio Management, Fixed Income, Risk Management, Asset Management, Banking, CRM, Corporate Finance, Financial Analysis, Financial Services, Hedge Funds, Investments, Project Management, Structured Products
Education
American Institute of Banking 1999 — 1999
Certified Corporate Trust Specialist designation, Corporate Trust Administration
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, International Investments and Finance Major, International Marketing Minor.
Fannie Mae September 2010 - Present
Wells Fargo Bank N.A. 2006 - December 2010
The Bank Of New York 1998 - 2006
Fifth Avenue Chocolatiere 1991 - 1998
Skills
Securities, Portfolio Management, Fixed Income, Risk Management, Asset Management, Banking, CRM, Corporate Finance, Financial Analysis, Financial Services, Hedge Funds, Investments, Project Management, Structured Products
Education
American Institute of Banking 1999 — 1999
Certified Corporate Trust Specialist designation, Corporate Trust Administration
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, International Investments and Finance Major, International Marketing Minor.
Nelson Kercado's The Bank of New York Experience
Job Assistant Vice President at The Bank of New York
Industry Banking
Experience
The Bank of New York
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
The Bank of New York
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
Matt Pacifico, CFA's The Bank of New York Experience July 2000 - August 2007
Job Head of US Investment Grade Research at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers July 2013 - Present
GE Capital October 2009 - December 2012
GE Asset Management August 2007 - October 2009
The Bank of New York July 2000 - August 2007
The Bank of New York February 1999 - July 2000
The Bank of New York September 1997 - February 1999
Skills
Leveraged Lending, High Yield Bonds, Credit Analysis, Loans, Asset Managment, Cash Flow Lending, High Yield, Equities, Credit, Portfolio Management, Leveraged Finance, Asset Management, Fixed Income, Valuation, Financial Modeling, Risk Management, Financial Risk, Commercial Lending, Banking, Finance
Education
CFA Institute 2001 — 2003
Chartered Financial Analyst
Baruch College, City University of New York (CUNY) 1993 — 1996
MBA, International Business
State University of New York Maritime College 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
AXA Investment Managers July 2013 - Present
GE Capital October 2009 - December 2012
GE Asset Management August 2007 - October 2009
The Bank of New York July 2000 - August 2007
The Bank of New York February 1999 - July 2000
The Bank of New York September 1997 - February 1999
Skills
Leveraged Lending, High Yield Bonds, Credit Analysis, Loans, Asset Managment, Cash Flow Lending, High Yield, Equities, Credit, Portfolio Management, Leveraged Finance, Asset Management, Fixed Income, Valuation, Financial Modeling, Risk Management, Financial Risk, Commercial Lending, Banking, Finance
Education
CFA Institute 2001 — 2003
Chartered Financial Analyst
Baruch College, City University of New York (CUNY) 1993 — 1996
MBA, International Business
State University of New York Maritime College 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Deirdra N. Ross's The Bank of New York Experience June 1999 - April 2001
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2012 - Present
HSBC Bank USA, National Association April 2001 - April 2012
The Bank of New York June 1999 - April 2001
Citigroup October 1997 - June 1999
Skills
Structured Finance, Equities, Project Finance, Fixed Income, Securities, Capital Markets, Banking, Bonds, Corporate Finance, Derivatives, Hedge Funds, Investment Banking, Securitization, Structured Products
Education
Adelphi University 2002 — 2004
MBA, Finance
Saint Bonaventure University 1989 — 1993
Deutsche Bank April 2012 - Present
HSBC Bank USA, National Association April 2001 - April 2012
The Bank of New York June 1999 - April 2001
Citigroup October 1997 - June 1999
Skills
Structured Finance, Equities, Project Finance, Fixed Income, Securities, Capital Markets, Banking, Bonds, Corporate Finance, Derivatives, Hedge Funds, Investment Banking, Securitization, Structured Products
Education
Adelphi University 2002 — 2004
MBA, Finance
Saint Bonaventure University 1989 — 1993
Keith Donohue's The Bank of New York Experience Sales/Client ServicesMarketAxess2000 - 2004
Job Vice President at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Sales/Client ServicesMarketAxess2000 - 2004
Education
Adelphi University 1995 — 1998
MBA, Corporate Finance & Investments
Kutztown University of Pennsylvania 1991 — 1995
The Bank of New York Sales/Client ServicesMarketAxess2000 - 2004
Education
Adelphi University 1995 — 1998
MBA, Corporate Finance & Investments
Kutztown University of Pennsylvania 1991 — 1995
Divya Yeluri's The Bank of New York Experience June 1997 - September 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Redken/Pureology/L'Oreal USA 2007 - Present
Pinestar Technology February 2001 - March 2003
The Bank of New York June 1997 - September 2000
Education
City University of New York-Queens College 1994 — 1997
Master's degree, Computer Science
Andhra University
Bachelor Of Engineering
Redken/Pureology/L'Oreal USA 2007 - Present
Pinestar Technology February 2001 - March 2003
The Bank of New York June 1997 - September 2000
Education
City University of New York-Queens College 1994 — 1997
Master's degree, Computer Science
Andhra University
Bachelor Of Engineering
Jonathan Gilbert's The Bank of New York Experience September 1998 - 1999
Job Director, MidAtlantic Region at Columbia Care, LLC
Industry Alternative Medicine
Experience
Columbia Care, LLC March 2015 - Present
Quench USA, Inc. January 2013 - February 2014
Quench USA, Inc. April 2010 - December 2012
Fairmount Partners May 2007 - April 2010
Marlin & Associates May 2005 - April 2007
JPMorgan Chase 2000 - 2004
Foodline.com 2000 - 2000
New York City Economic Development Corporation 1999 - 2000
The Bank of New York September 1998 - 1999
Skills
Mergers, Due Diligence, Negotiation, Joint Ventures, Investment Banking, Financial Modeling, Valuation, Corporate Development, Corporate Finance, Financial Analysis, Business Strategy, Venture Capital, Private Equity, Investments, Strategic Planning, Competitive Analysis, Strategy Development, New Business Development, Acquisition Integration, Business Valuation, Renewable Energy, Mergers & Acquisitions, Strategy, Business Development, Finance, Leadership
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
MBA, Finance
Hamilton College 1994 — 1998
BA, Economics
Columbia Care, LLC March 2015 - Present
Quench USA, Inc. January 2013 - February 2014
Quench USA, Inc. April 2010 - December 2012
Fairmount Partners May 2007 - April 2010
Marlin & Associates May 2005 - April 2007
JPMorgan Chase 2000 - 2004
Foodline.com 2000 - 2000
New York City Economic Development Corporation 1999 - 2000
The Bank of New York September 1998 - 1999
Skills
Mergers, Due Diligence, Negotiation, Joint Ventures, Investment Banking, Financial Modeling, Valuation, Corporate Development, Corporate Finance, Financial Analysis, Business Strategy, Venture Capital, Private Equity, Investments, Strategic Planning, Competitive Analysis, Strategy Development, New Business Development, Acquisition Integration, Business Valuation, Renewable Energy, Mergers & Acquisitions, Strategy, Business Development, Finance, Leadership
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
MBA, Finance
Hamilton College 1994 — 1998
BA, Economics
Anne Walton's The Bank of New York Experience June 2007 - June 2009
Job Director at K2 Intelligence
Industry Research
Experience
K2 Intelligence March 2015 - Present
Independent Consultant 2012 - March 2015
Analysts Compass June 2012 - January 2015
Singularity University May 2013 - August 2013
Helios Global Inc May 2011 - May 2012
John Jay College of Criminal Justice October 2009 - May 2011
Center on Global Counterterrorism Cooperation June 2010 - October 2010
The Bank of New York June 2007 - June 2009
High Intensity Financial Crimes Area Office April 2006 - June 2007
NATIONAL CRIMINAL JUSTICE ASSOCIATION January 2005 - April 2006
Skills
Research, Intelligence Analysis, Cybercrime, Transnational Crime, Business Development, Red Teaming, Security, Technical Writing, Report Writing, Government, Policy, AML, Counterterrorism, Fraud, Intelligence, Investigation, Homeland Security, Criminal Investigations, Physical Security, National Security, Criminal Justice, Vulnerability Assessment, Training
Education
City University of New York-John Jay College of Criminal Justice 2009 — 2010
MA
American University
BACHELOR OF ARTS
K2 Intelligence March 2015 - Present
Independent Consultant 2012 - March 2015
Analysts Compass June 2012 - January 2015
Singularity University May 2013 - August 2013
Helios Global Inc May 2011 - May 2012
John Jay College of Criminal Justice October 2009 - May 2011
Center on Global Counterterrorism Cooperation June 2010 - October 2010
The Bank of New York June 2007 - June 2009
High Intensity Financial Crimes Area Office April 2006 - June 2007
NATIONAL CRIMINAL JUSTICE ASSOCIATION January 2005 - April 2006
Skills
Research, Intelligence Analysis, Cybercrime, Transnational Crime, Business Development, Red Teaming, Security, Technical Writing, Report Writing, Government, Policy, AML, Counterterrorism, Fraud, Intelligence, Investigation, Homeland Security, Criminal Investigations, Physical Security, National Security, Criminal Justice, Vulnerability Assessment, Training
Education
City University of New York-John Jay College of Criminal Justice 2009 — 2010
MA
American University
BACHELOR OF ARTS
Branko Krmpotic's The Bank of New York Experience April 1996 - December 1998
Job
Industry Investment Management
Experience
Alcentra July 2013 - Present
Raven Asset Management April 2007 - March 2010
GSO Capital Partners L.P. 2005 - 2007
Technology Investment Capital Corp. January 2004 - September 2005
Bank of New York, Mezz Partnership 1998 - 2003
The Bank of New York April 1996 - December 1998
Nat West Plc, New York 1987 - 1995
Skills
Mezzanine, High Yield, Private Equity, Structuring, Hedge Funds, Credit, Loans, Middle Market, Capital Structure, Debt, Origination, LBO, Corporate Finance, Credit Analysis, Fixed Income, Deal Execution, Private Placements, Buyouts, Alternative Investments, Recapitalizations, Debt Restructuring, Restructuring, Buy-side, Bonds, Deal Structuring, Asset Management, Leveraged Finance, Principal Investing, Special Situations, Investments, Financial Structuring, Asset Managment, Loan Origination, Cash Flow Lending, Securities, Trading, Credit Derivatives, Negotiation
Education
Baruch College, City University of New York (CUNY)
MBA, Business
Economics Faculty, Belgrade
Undergrad, Economics
New York University 1977 — 1980
BS, Int'l Business & Management
Phillips Academy, Andover 1975 — 1976
High School
Alcentra July 2013 - Present
Raven Asset Management April 2007 - March 2010
GSO Capital Partners L.P. 2005 - 2007
Technology Investment Capital Corp. January 2004 - September 2005
Bank of New York, Mezz Partnership 1998 - 2003
The Bank of New York April 1996 - December 1998
Nat West Plc, New York 1987 - 1995
Skills
Mezzanine, High Yield, Private Equity, Structuring, Hedge Funds, Credit, Loans, Middle Market, Capital Structure, Debt, Origination, LBO, Corporate Finance, Credit Analysis, Fixed Income, Deal Execution, Private Placements, Buyouts, Alternative Investments, Recapitalizations, Debt Restructuring, Restructuring, Buy-side, Bonds, Deal Structuring, Asset Management, Leveraged Finance, Principal Investing, Special Situations, Investments, Financial Structuring, Asset Managment, Loan Origination, Cash Flow Lending, Securities, Trading, Credit Derivatives, Negotiation
Education
Baruch College, City University of New York (CUNY)
MBA, Business
Economics Faculty, Belgrade
Undergrad, Economics
New York University 1977 — 1980
BS, Int'l Business & Management
Phillips Academy, Andover 1975 — 1976
High School
Sarit Brosh's The Bank of New York Experience October 2003 - September 2005
Job Financial Consultant at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors LLC October 2005 - Present
The Bank Of New York October 2003 - September 2005
Education
Bar-Ilan University 1974 — 1979
AXA Advisors LLC October 2005 - Present
The Bank Of New York October 2003 - September 2005
Education
Bar-Ilan University 1974 — 1979
Ting-Shuen Lau's The Bank of New York Experience 2003 - 2008
Job at
Industry Financial Services
Experience
A Reputable Insurance Company May 2008 - May 2010
The Bank of New York 2003 - 2008
Education
Baruch College
B.B.A, Finance
A Reputable Insurance Company May 2008 - May 2010
The Bank of New York 2003 - 2008
Education
Baruch College
B.B.A, Finance
Nathalie Turpin-Fennell's The Bank of New York Experience August 2004 - June 2006
Job Fund Accountant at HSBC
Industry Accounting
Experience
HSBC June 2006 - October 2012
The Bank of New York August 2004 - June 2006
Skills
Fund Administration, Fund Accounting, Fund Of Funds, Hedge Funds, Advent, Bloomberg, Alternative Investments, Account Reconciliation, Securities, Auditing, Valuation, Financial Reporting, Financial Statements, Back Office, Private Equity, Internal Audit, Fixed Income, Financial Services, Corporate Actions, Equities, Options, Derivatives, Cash Management, Swaps, Accounting
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
St Joseph Girls RC
HSBC June 2006 - October 2012
The Bank of New York August 2004 - June 2006
Skills
Fund Administration, Fund Accounting, Fund Of Funds, Hedge Funds, Advent, Bloomberg, Alternative Investments, Account Reconciliation, Securities, Auditing, Valuation, Financial Reporting, Financial Statements, Back Office, Private Equity, Internal Audit, Fixed Income, Financial Services, Corporate Actions, Equities, Options, Derivatives, Cash Management, Swaps, Accounting
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
St Joseph Girls RC
Jay Lipman's The Bank of New York Experience June 2001 - August 2004
Job at BNY Mellon
Industry Banking
Experience
BNY Mellon August 2009 - Present
HSBC August 2004 - August 2009
The Bank of New York June 2001 - August 2004
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Series 7, Investment Management, Derivatives, Financial Reporting, Capital Markets
Education
Baruch College 2000 — 2002
Master of Business Administration (MBA), Finance and Investments
Bentley University 1992 — 1996
BNY Mellon August 2009 - Present
HSBC August 2004 - August 2009
The Bank of New York June 2001 - August 2004
Skills
Fixed Income, Mutual Funds, Asset Managment, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Equities, Series 7, Investment Management, Derivatives, Financial Reporting, Capital Markets
Education
Baruch College 2000 — 2002
Master of Business Administration (MBA), Finance and Investments
Bentley University 1992 — 1996
Soriano, Erwin's The Bank of New York Experience September 1998 - June 2003
Job RM at Wilmington Trust Co.
Industry Banking
Experience
Wilmington Trust Co. July 2003 - Present
The Bank of New York September 1998 - June 2003
Skills
Corporate Trust, ABS, Securitization, MBS, Structured Finance, Covered Bonds, ABCP, Fixed Income, Bonds, Financial Services, Hedge Funds, Capital Markets, Loans, Structured Products, Portfolio Management, Equities, Securities, Financial Markets, Banking, Credit, Derivatives, Relationship Management, Mutual Funds, Credit Risk, Bloomberg, Wealth Management, Operational Risk..., Asset Management, Investment Banking, Credit Analysis
Education
Pace University - Lubin School of Business
MBA, Finance
Ateneo de Manila University
BS, Management Engineering
Wilmington Trust Co. July 2003 - Present
The Bank of New York September 1998 - June 2003
Skills
Corporate Trust, ABS, Securitization, MBS, Structured Finance, Covered Bonds, ABCP, Fixed Income, Bonds, Financial Services, Hedge Funds, Capital Markets, Loans, Structured Products, Portfolio Management, Equities, Securities, Financial Markets, Banking, Credit, Derivatives, Relationship Management, Mutual Funds, Credit Risk, Bloomberg, Wealth Management, Operational Risk..., Asset Management, Investment Banking, Credit Analysis
Education
Pace University - Lubin School of Business
MBA, Finance
Ateneo de Manila University
BS, Management Engineering
Karon Greene's The Bank of New York Experience
Job Assistant Vice President at The Bank of New York
Industry Financial Services
Experience
The Bank of New York
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
The Bank of New York
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
Eileen Lojacono's The Bank of New York Experience 1992 - 2003
Job Vice President at Suffolk County National Bank Commercial Lending
Industry Banking
Experience
Suffolk County National Bank March 2013 - Present
Astoria Federal Savings Bank September 2012 - March 2013
State Bank of Long Island June 2006 - September 2012
The Bank of New York 1992 - 2003
Chase Manhattan Corporation January 1979 - March 1992
Skills
Commercial Banking, Credit Analysis, Commercial Mortgages, Consumer Lending, Mortgage Lending, Underwriting, Financial Risk, Risk Management, Treasury Management, Loan Origination, Financial Analysis, Cash Flow Lending, Financial Structuring, Financial Modeling, Investments, Corporate Finance, Bank Secrecy Act, Cash Flow, Lines Of Credit, SBA, AML, Financial Services, Asset Based Lending
Education
Adelphi University
BS, Mgmt & Communications
Holy Trinity High School
Suffolk County National Bank March 2013 - Present
Astoria Federal Savings Bank September 2012 - March 2013
State Bank of Long Island June 2006 - September 2012
The Bank of New York 1992 - 2003
Chase Manhattan Corporation January 1979 - March 1992
Skills
Commercial Banking, Credit Analysis, Commercial Mortgages, Consumer Lending, Mortgage Lending, Underwriting, Financial Risk, Risk Management, Treasury Management, Loan Origination, Financial Analysis, Cash Flow Lending, Financial Structuring, Financial Modeling, Investments, Corporate Finance, Bank Secrecy Act, Cash Flow, Lines Of Credit, SBA, AML, Financial Services, Asset Based Lending
Education
Adelphi University
BS, Mgmt & Communications
Holy Trinity High School
Catherine DeClemente's The Bank of New York Experience 2005 - 2005
Job President of Excel SmartSheets
Industry Professional Training & Coaching
Experience
Excel SmartSheets December 2014 - Present
MeTutel November 2014 - Present
The RMG Group, Inc. June 2011 - November 2014
JPMorgan 2010 - 2011
Shenkman Capital Management February 2007 - December 2009
Amaranth 2006 - 2007
The Bank of New York 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Strategy, Data Analysis, Microsoft Excel, Bloomberg, Analysis, Due Diligence, Customer Service, Quickbooks, Finance, Management, Investments, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, Finance
State University of New York at Oswego 2000 — 2005
BS, Finance
Excel SmartSheets December 2014 - Present
MeTutel November 2014 - Present
The RMG Group, Inc. June 2011 - November 2014
JPMorgan 2010 - 2011
Shenkman Capital Management February 2007 - December 2009
Amaranth 2006 - 2007
The Bank of New York 2005 - 2005
Skills
Financial Analysis, Financial Modeling, Strategy, Data Analysis, Microsoft Excel, Bloomberg, Analysis, Due Diligence, Customer Service, Quickbooks, Finance, Management, Investments, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA, Finance
State University of New York at Oswego 2000 — 2005
BS, Finance
Wayne Nygard's The Bank of New York Experience May 1987 - February 1992
Job Principal at NeuBridge LLC
Industry Real Estate
Experience
NeuBridge LLC June 2006 - Present
KTR Newmark Real Estate Services, LLC February 1992 - June 2006
The Bank of New York May 1987 - February 1992
Chase Manhattan Bank 1984 - 1987
Skills
Due Diligence, Valuation, Real Estate Economics, Commercial Real Estate, Real Estate, Appraisals, Real Estate Transactions, Portfolio Management, Mortgage Lending, Property, Real Estate Financing, Investors, Asset Management, Investment Properties, Leases, Corporate Real Estate, Location Intelligence, Brokerage, Financial Structuring, Banking, Equities, Real Estate Valuation, Real Estate Development, German valuation..., Continuing Education, Presentations
Education
Baruch College 1982 — 1984
BBA - Cum Laude, Public Administration / Law
University of Maryland - Munich
Las Cruces High School
NeuBridge LLC June 2006 - Present
KTR Newmark Real Estate Services, LLC February 1992 - June 2006
The Bank of New York May 1987 - February 1992
Chase Manhattan Bank 1984 - 1987
Skills
Due Diligence, Valuation, Real Estate Economics, Commercial Real Estate, Real Estate, Appraisals, Real Estate Transactions, Portfolio Management, Mortgage Lending, Property, Real Estate Financing, Investors, Asset Management, Investment Properties, Leases, Corporate Real Estate, Location Intelligence, Brokerage, Financial Structuring, Banking, Equities, Real Estate Valuation, Real Estate Development, German valuation..., Continuing Education, Presentations
Education
Baruch College 1982 — 1984
BBA - Cum Laude, Public Administration / Law
University of Maryland - Munich
Las Cruces High School
Nancy Marc-Thrasybule, CPA, CGMA's The Bank of New York Experience 1999 - 2001
Job Lead Technical Manager at AICPA
Industry Accounting
Experience
AICPA April 2015 - Present
AICPA September 2013 - March 2015
AICPA October 2011 - September 2013
AICPA July 2010 - October 2011
IBM Global Services May 2006 - July 2010
IBM July 2001 - April 2006
The Bank of New York 1999 - 2001
Eastern Press Relay, NY 1998 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Corporate Finance, Business Planning, Project Management, Forecasting, Budgets, Finance, Account Reconciliation, Analysis, Management
Education
Baruch College, City University of New York (CUNY)
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
AICPA April 2015 - Present
AICPA September 2013 - March 2015
AICPA October 2011 - September 2013
AICPA July 2010 - October 2011
IBM Global Services May 2006 - July 2010
IBM July 2001 - April 2006
The Bank of New York 1999 - 2001
Eastern Press Relay, NY 1998 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Financial Analysis, Corporate Finance, Business Planning, Project Management, Forecasting, Budgets, Finance, Account Reconciliation, Analysis, Management
Education
Baruch College, City University of New York (CUNY)
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Steve Weingarten's The Bank of New York Experience October 2003 - June 2005
Job Manager, Sponsorship Strategies & Activations at Team Epic
Industry Sports
Experience
Team Epic June 2014 - Present
GroupM ESP September 2010 - June 2014
ESBL Sports Management May 2010 - August 2010
Kansas City Chiefs Football Club Inc. January 2010 - May 2010
San Diego Sports Commission March 2009 - May 2009
GlobeOp Financial Services June 2005 - December 2008
The Bank of New York October 2003 - June 2005
Skills
Sports Marketing, Social Media Marketing, Digital Marketing, Sponsorship, Integrated Marketing, Digital Media, Marketing, Marketing Strategy, Advertising, Event Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Sports Business
Arizona State University, W. P. Carey School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Team Epic June 2014 - Present
GroupM ESP September 2010 - June 2014
ESBL Sports Management May 2010 - August 2010
Kansas City Chiefs Football Club Inc. January 2010 - May 2010
San Diego Sports Commission March 2009 - May 2009
GlobeOp Financial Services June 2005 - December 2008
The Bank of New York October 2003 - June 2005
Skills
Sports Marketing, Social Media Marketing, Digital Marketing, Sponsorship, Integrated Marketing, Digital Media, Marketing, Marketing Strategy, Advertising, Event Management
Education
San Diego State University-California State University 2009 — 2010
MBA, Sports Business
Arizona State University, W. P. Carey School of Business 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Aldrin M.F. Bayne, CCTS's The Bank of New York Experience October 2000 - December 2004
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank December 2004 - Present
The Bank of New York October 2000 - December 2004
US Bank October 1998 - October 2000
Skills
Banking, Securities, Capital Markets, Financial Services, Relationship Management, Financial Institutions, Structured Finance, Bonds, Corporate Trust, Securitization, Derivatives, Equities, Corporate Finance, Financial Markets, Portfolio Management, Investment Management, Commercial Banking, Due Diligence, Settlement, Securities Regulation, Money Market, Fixed Income, Finance, Risk Management, Cash Management, Management, Project Finance, Mergers, Structured Products, Asset Management, Investments
Education
University of Phoenix 2002 — 2004
MBA, Global Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Economics
Borough of Manhattan Community College
AAS, Banking and Finance
Christ Church Foundation High School
Deutsche Bank December 2004 - Present
The Bank of New York October 2000 - December 2004
US Bank October 1998 - October 2000
Skills
Banking, Securities, Capital Markets, Financial Services, Relationship Management, Financial Institutions, Structured Finance, Bonds, Corporate Trust, Securitization, Derivatives, Equities, Corporate Finance, Financial Markets, Portfolio Management, Investment Management, Commercial Banking, Due Diligence, Settlement, Securities Regulation, Money Market, Fixed Income, Finance, Risk Management, Cash Management, Management, Project Finance, Mergers, Structured Products, Asset Management, Investments
Education
University of Phoenix 2002 — 2004
MBA, Global Management
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Economics
Borough of Manhattan Community College
AAS, Banking and Finance
Christ Church Foundation High School
Andrew Surgan's The Bank of New York Experience 2005 - 2006
Job Chief Compliance Officer at Mitsubishi UFJ Securities (USA)
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. January 2013 - Present
Ally Securities LLC April 2011 - December 2012
Madison Williams and Company July 2009 - April 2011
RBC Capital Markets April 2006 - June 2009
The Bank of New York 2005 - 2006
Citigroup March 2000 - February 2005
Skills
Securities, Due Diligence, Capital Markets, FINRA, Securities Regulation, Broker-Dealer, AML, Equities, Financial Services, Fixed Income, Hedge Funds, Trading, Series 7, SEC, Private Equity, Investment Banking
Education
Brooklyn Law School 1991 — 1992
JD, Securites Law
Baruch College 1988 — 1990
Master of Business Administration (MBA), Finance, General
Mitsubishi UFJ Securities (USA), Inc. January 2013 - Present
Ally Securities LLC April 2011 - December 2012
Madison Williams and Company July 2009 - April 2011
RBC Capital Markets April 2006 - June 2009
The Bank of New York 2005 - 2006
Citigroup March 2000 - February 2005
Skills
Securities, Due Diligence, Capital Markets, FINRA, Securities Regulation, Broker-Dealer, AML, Equities, Financial Services, Fixed Income, Hedge Funds, Trading, Series 7, SEC, Private Equity, Investment Banking
Education
Brooklyn Law School 1991 — 1992
JD, Securites Law
Baruch College 1988 — 1990
Master of Business Administration (MBA), Finance, General
Sun Hwa Lee's The Bank of New York Experience May 2006 - November 2007
Job Associate at ORIX USA
Industry Financial Services
Experience
ORIX USA December 2007 - February 2009
The Bank of New York May 2006 - November 2007
Deutsche Bank June 2005 - April 2006
Education
Cornell University 2009 — 2010
Masters, Hospitality Management
Amherst College 2001 — 2005
ORIX USA December 2007 - February 2009
The Bank of New York May 2006 - November 2007
Deutsche Bank June 2005 - April 2006
Education
Cornell University 2009 — 2010
Masters, Hospitality Management
Amherst College 2001 — 2005
Todd Niemy's The Bank of New York Experience 1983 - 1998
Job Operational Risk Consultant at Cenlar FSB
Industry Financial Services
Experience
Cenlar FSB March 2015 - Present
Standard & Poor's January 2002 - January 2015
HSBC 2000 - 2003
JP Morgan Chase 1998 - 1999
The Bank of New York Mellon 1983 - 1998
The Bank of New York 1983 - 1998
Carl Marks July 1981 - September 1981
Skills
Securitization, Fixed Income, Structured Finance, Financial Risk, ABS, Structured Products, Corporate Finance, Investor Relations, Securities, Capital Markets, Derivatives, Equities, Business Strategy, Investment Banking, Valuation, Financial Analysis, Loans, Credit Analysis, Bonds, Portfolio Management, Credit Derivatives, Residential Mortgages, Alternative Investments, Business Analysis, Hedge Funds, Bloomberg, Real Estate Due..., Credit, Risk Management, CDO, Financial Markets, Financial Services, Investments, Credit Risk, Due Diligence, Banking, Financial Structuring, MBS, Financial Modeling, Asset Management, Finance, Market Data
Education
Hofstra University 1985 — 1987
Master of Business Administration (MBA)
Adelphi University 1982 — 1983
BBA
University of Oklahoma 1979 — 1981
Cenlar FSB March 2015 - Present
Standard & Poor's January 2002 - January 2015
HSBC 2000 - 2003
JP Morgan Chase 1998 - 1999
The Bank of New York Mellon 1983 - 1998
The Bank of New York 1983 - 1998
Carl Marks July 1981 - September 1981
Skills
Securitization, Fixed Income, Structured Finance, Financial Risk, ABS, Structured Products, Corporate Finance, Investor Relations, Securities, Capital Markets, Derivatives, Equities, Business Strategy, Investment Banking, Valuation, Financial Analysis, Loans, Credit Analysis, Bonds, Portfolio Management, Credit Derivatives, Residential Mortgages, Alternative Investments, Business Analysis, Hedge Funds, Bloomberg, Real Estate Due..., Credit, Risk Management, CDO, Financial Markets, Financial Services, Investments, Credit Risk, Due Diligence, Banking, Financial Structuring, MBS, Financial Modeling, Asset Management, Finance, Market Data
Education
Hofstra University 1985 — 1987
Master of Business Administration (MBA)
Adelphi University 1982 — 1983
BBA
University of Oklahoma 1979 — 1981
Kevin Braddish's The Bank of New York Experience 1983 - 1996
Job Co President at Ivy Hill Asset Management
Industry Financial Services
Experience
Ivy Hill Asset Management April 2010 - Present
Ares Capital Corporation April 2010 - Present
Allied Capital March 2009 - January 2011
Emporia Capital Management March 2005 - March 2009
BHF-BANK 1999 - 2005
GE Capital 1995 - October 1999
The Bank of New York 1983 - 1996
Skills
Leveraged Finance, Portfolio Management, Loans, Middle Market, Credit, Mezzanine, Equities, Asset Management, Investments, Banking, Loan Origination, Asset Based Lending, Securitization, Private Equity
Education
William & Mary 1978 — 1982
BBA, Business
Adelphi University
MBA, Finance
Ivy Hill Asset Management April 2010 - Present
Ares Capital Corporation April 2010 - Present
Allied Capital March 2009 - January 2011
Emporia Capital Management March 2005 - March 2009
BHF-BANK 1999 - 2005
GE Capital 1995 - October 1999
The Bank of New York 1983 - 1996
Skills
Leveraged Finance, Portfolio Management, Loans, Middle Market, Credit, Mezzanine, Equities, Asset Management, Investments, Banking, Loan Origination, Asset Based Lending, Securitization, Private Equity
Education
William & Mary 1978 — 1982
BBA, Business
Adelphi University
MBA, Finance
Oscar Cortes, CPA's The Bank of New York Experience July 2001 - August 2007
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi September 2011 - Present
KBC Financial Products September 2008 - September 2011
UBS July 2007 - September 2008
The Bank of New York July 2001 - August 2007
Societe Generale January 2000 - July 2001
Bankers Trust January 2000 - July 2001
Ernst & Young February 1997 - August 1998
New York Mercantile Exchange July 1996 - February 1997
Skills
Finance, Banking, Mergers & Acquisitions, Analysis, Financial Reporting, Financial Risk, Hedge Funds, Sarbanes-Oxley Act, Auditing, Due Diligence, Management, Securities, Internal Controls, Derivatives, Equities, Internal Audit, Accounting, Financial Services, Credit
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
Citi September 2011 - Present
KBC Financial Products September 2008 - September 2011
UBS July 2007 - September 2008
The Bank of New York July 2001 - August 2007
Societe Generale January 2000 - July 2001
Bankers Trust January 2000 - July 2001
Ernst & Young February 1997 - August 1998
New York Mercantile Exchange July 1996 - February 1997
Skills
Finance, Banking, Mergers & Acquisitions, Analysis, Financial Reporting, Financial Risk, Hedge Funds, Sarbanes-Oxley Act, Auditing, Due Diligence, Management, Securities, Internal Controls, Derivatives, Equities, Internal Audit, Accounting, Financial Services, Credit
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
Phillip Ianiro (Phil.Ianiro@yahoo.com)'s The Bank of New York Experience 1995 - 1996
Job Senior VP Manager FP&A / ICG Client Analytics at Citigroup
Industry Financial Services
Experience
Citigroup 2011 - Present
Citigroup 2007 - 2011
Citigroup 2005 - 2007
Citigroup 2000 - 2005
Citigroup 1996 - 2000
The Bank of New York 1995 - 1996
Kidder Peabody 1992 - 1995
Skills
Financial Systems, Financial Management, Cost Control, Process Evaluation, Human Resource..., Management, Budgeting, Forecasting, Customer Satisfaction, Planning and Analysis..., Profit and Loss (P&L), Budgets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Leadership, Managerial Finance, Personnel Management, Securities
Education
Adelphi University 1992 — 1996
MBA, International Finance
Queens College 1979 — 1983
BA, Accounting and Economics
Citigroup 2011 - Present
Citigroup 2007 - 2011
Citigroup 2005 - 2007
Citigroup 2000 - 2005
Citigroup 1996 - 2000
The Bank of New York 1995 - 1996
Kidder Peabody 1992 - 1995
Skills
Financial Systems, Financial Management, Cost Control, Process Evaluation, Human Resource..., Management, Budgeting, Forecasting, Customer Satisfaction, Planning and Analysis..., Profit and Loss (P&L), Budgets, Equities, Financial Analysis, Financial Modeling, Fixed Income, Leadership, Managerial Finance, Personnel Management, Securities
Education
Adelphi University 1992 — 1996
MBA, International Finance
Queens College 1979 — 1983
BA, Accounting and Economics
Phillip Ianiro's The Bank of New York Experience June 1995 - September 1996
Job SVP at citigroup
Industry Financial Services
Experience
citigroup September 1996 - Present
The Bank of New York June 1995 - September 1996
Kidder Peabody May 1983 - July 1995
Education
Queens College 1978 — 1982
BA, Economics / Accounting
Adelphi University
MBA, International Finance
citigroup September 1996 - Present
The Bank of New York June 1995 - September 1996
Kidder Peabody May 1983 - July 1995
Education
Queens College 1978 — 1982
BA, Economics / Accounting
Adelphi University
MBA, International Finance
Ben Tam's The Bank of New York Experience August 1998 - November 1999
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management October 2010 - Present
Goldman Sachs Asset Management October 2003 - October 2010
JPMorgan Chase November 1999 - October 2003
The Bank of New York August 1998 - November 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Human Resources
Goldman Sachs Asset Management October 2010 - Present
Goldman Sachs Asset Management October 2003 - October 2010
JPMorgan Chase November 1999 - October 2003
The Bank of New York August 1998 - November 1999
Education
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Human Resources
Jeffrey Pecan's The Bank of New York Experience November 2000 - February 2002
Job Financial Services Professional
Industry Financial Services
Experience
NYFIX March 2007 - June 2008
Bank of New York Mellon February 2002 - March 2008
The Bank of New York November 2000 - February 2002
Instinet Corporation October 1995 - 2000
Credit Suisse First Boston 1993 - 1995
Citibank 1988 - 1993
Philip Morris April 1985 - April 1988
Education
Adelphi University 1985 — 1988
MBA, Information Systems
Pace University 1979 — 1981
BBA, Accounting
NYFIX March 2007 - June 2008
Bank of New York Mellon February 2002 - March 2008
The Bank of New York November 2000 - February 2002
Instinet Corporation October 1995 - 2000
Credit Suisse First Boston 1993 - 1995
Citibank 1988 - 1993
Philip Morris April 1985 - April 1988
Education
Adelphi University 1985 — 1988
MBA, Information Systems
Pace University 1979 — 1981
BBA, Accounting
Colin Lessard's The Bank of New York Experience 1997 - 2000
Job Director, Head of Custom Credit | Wealth and Investment Management, Americas
Industry Banking
Experience
Barclays Bank April 2010 - Present
Bentley Associates 2008 - May 2010
Lessard & Companies 2005 - 2007
Bentley Associates / Butler Chapman 2000 - 2005
The Bank of New York 1997 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Mergers, Portfolio Management, Equities, Due Diligence, Venture Capital, Investments, Corporate Development, Financial Analysis, Mergers & Acquisitions, Start-ups, Finance, Credit, Management, Banking
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS - Finance, Finance
University of Delaware 1988 — 1992
BA, Political Science
Barclays Bank April 2010 - Present
Bentley Associates 2008 - May 2010
Lessard & Companies 2005 - 2007
Bentley Associates / Butler Chapman 2000 - 2005
The Bank of New York 1997 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Mergers, Portfolio Management, Equities, Due Diligence, Venture Capital, Investments, Corporate Development, Financial Analysis, Mergers & Acquisitions, Start-ups, Finance, Credit, Management, Banking
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS - Finance, Finance
University of Delaware 1988 — 1992
BA, Political Science
Ashley Cornwell's The Bank of New York Experience December 2007 - July 2009
Job Section Manager at the Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon December 2007 - September 2015
The Bank of New York December 2007 - July 2009
Marriott International May 2006 - May 2007
Skills
Bloomberg, Securities, Portfolio Management, Risk Management, Investments, Banking, Financial Analysis
Education
Arizona State University 2002 — 2006
Bachelor of Interdisciplinary Studies, Entrepreneurial and Small Business Operations and Tourism
The University of Chicago
Master of Business Administration (M.B.A.)
BNY Mellon December 2007 - September 2015
The Bank of New York December 2007 - July 2009
Marriott International May 2006 - May 2007
Skills
Bloomberg, Securities, Portfolio Management, Risk Management, Investments, Banking, Financial Analysis
Education
Arizona State University 2002 — 2006
Bachelor of Interdisciplinary Studies, Entrepreneurial and Small Business Operations and Tourism
The University of Chicago
Master of Business Administration (M.B.A.)
Jessica Qingyu Zhang's The Bank of New York Experience February 2007 - Present
Job Account Manager Private Equity at BNY Mellon
Industry Financial Services
Experience
The Bank of New York February 2007 - Present
RSM McGladrey January 2005 - February 2007
J.H. Cohn LLP January 2000 - December 2004
T & T Pro Inc. / Around Asia Filing & Tax Center (PRIOR TO GRADUATION) June 1998 - August 1998
Choy&Co Certified Public Accountants / L&C Associates EastBroadway Corporation (PRIOR TO GRADUATION) January 1997 - May 1997
Skills
Accounting, Internal Controls, General Ledger, Accounts Payable, Financial Statements, Auditing, Accounts Receivable, Journal Entries, NAV, Private Equity, Capital Allocation, Investor Reporting
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BA
The Bank of New York February 2007 - Present
RSM McGladrey January 2005 - February 2007
J.H. Cohn LLP January 2000 - December 2004
T & T Pro Inc. / Around Asia Filing & Tax Center (PRIOR TO GRADUATION) June 1998 - August 1998
Choy&Co Certified Public Accountants / L&C Associates EastBroadway Corporation (PRIOR TO GRADUATION) January 1997 - May 1997
Skills
Accounting, Internal Controls, General Ledger, Accounts Payable, Financial Statements, Auditing, Accounts Receivable, Journal Entries, NAV, Private Equity, Capital Allocation, Investor Reporting
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
BA
Michelle Peart's The Bank of New York Experience 1990 - 2001
Job ADT
Industry Security and Investigations
Experience
ADT Home Security Alarm System March 2015 - Present
Unkown July 2006 - Present
Geek Squad August 2011 - March 2015
Best Buy June 2009 - November 2011
Bloomberg March 2009 - June 2009
Goldman Sachs July 2003 - November 2008
The Bank of New York 1990 - 2001
Skills
Retail, Competitive Analysis, Market Analysis, Pricing, Asset Managment, Business Strategy, Market Research, Financial Analysis, Analysis, Asset Management, Banking, Business Analysis, Business Planning, Contract Negotiation, Customer Service, Financial Services, Fixed Income
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
ADT Home Security Alarm System March 2015 - Present
Unkown July 2006 - Present
Geek Squad August 2011 - March 2015
Best Buy June 2009 - November 2011
Bloomberg March 2009 - June 2009
Goldman Sachs July 2003 - November 2008
The Bank of New York 1990 - 2001
Skills
Retail, Competitive Analysis, Market Analysis, Pricing, Asset Managment, Business Strategy, Market Research, Financial Analysis, Analysis, Asset Management, Banking, Business Analysis, Business Planning, Contract Negotiation, Customer Service, Financial Services, Fixed Income
Education
Baruch College, City University of New York (CUNY)
BA, Business Management
Kim Mc Keller's The Bank of New York Experience January 1987 - December 1991
Job Lic.Real Estate Broker at Halstead Property
Industry Real Estate
Experience
Halstead Property November 2010 - Present
Halstead Property September 2010 - Present
The Corcoran Group January 1991 - Present
The Bank Of New York January 1987 - December 1991
Education
Baruch College, City University of New York (CUNY)
Finance
Halstead Property November 2010 - Present
Halstead Property September 2010 - Present
The Corcoran Group January 1991 - Present
The Bank Of New York January 1987 - December 1991
Education
Baruch College, City University of New York (CUNY)
Finance
Jennifer Toure's The Bank of New York Experience August 2006 - August 2008
Job Investment Vice President, Risk Reporting & Regulatory Coordination at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Prudential Financial February 2014 - April 2015
Prudential Financial May 2012 - February 2014
BNY Mellon August 2009 - May 2012
BNY Mellon August 2008 - August 2009
The Bank of New York August 2006 - August 2008
The Bank of New York August 2004 - August 2006
U.S. Department of State January 2000 - July 2004
Federal Deposit Insurance Corporation 1999 - 2000
Skills
Risk Management, Credit, Basel II, Portfolio Management, Credit Risk
Education
Columbia University - School of International and Public Affairs 1997 — 1999
M.I.A., International Finance and Business
American University 1993 — 1997
Bachelor of Arts (B.A.), International Studies and Economics
New York University
Certificate in Project Management
Prudential Financial April 2015 - Present
Prudential Financial February 2014 - April 2015
Prudential Financial May 2012 - February 2014
BNY Mellon August 2009 - May 2012
BNY Mellon August 2008 - August 2009
The Bank of New York August 2006 - August 2008
The Bank of New York August 2004 - August 2006
U.S. Department of State January 2000 - July 2004
Federal Deposit Insurance Corporation 1999 - 2000
Skills
Risk Management, Credit, Basel II, Portfolio Management, Credit Risk
Education
Columbia University - School of International and Public Affairs 1997 — 1999
M.I.A., International Finance and Business
American University 1993 — 1997
Bachelor of Arts (B.A.), International Studies and Economics
New York University
Certificate in Project Management
Randi Singman's The Bank of New York Experience 2001 - September 2007
Job Assistant Director at EY
Industry Financial Services
Experience
EY April 2015 - Present
Bank of New York Mellon November 2001 - March 2015
The Bank of New York 2001 - September 2007
Forbes 1995 - 2000
DCA Advertising 1988 - 1995
Skills
Risk Management, Strategic Planning, Vendor Management, Program Management, Financial Services, Equities, Advertising, B2B, Budgets, Management, Publishing, Process Improvement, Project Management, IT Strategy, Marketing, Fixed Income
Education
American University - Kogod School of Business 1983 — 1987
BS/BA, Personnel and Industrial Relations
EY April 2015 - Present
Bank of New York Mellon November 2001 - March 2015
The Bank of New York 2001 - September 2007
Forbes 1995 - 2000
DCA Advertising 1988 - 1995
Skills
Risk Management, Strategic Planning, Vendor Management, Program Management, Financial Services, Equities, Advertising, B2B, Budgets, Management, Publishing, Process Improvement, Project Management, IT Strategy, Marketing, Fixed Income
Education
American University - Kogod School of Business 1983 — 1987
BS/BA, Personnel and Industrial Relations
Adale Cameron's The Bank of New York Experience September 1997 - November 1998
Job Inspections Specialist
Industry Accounting
Experience
PCAOB November 2012 - Present
Citigroup November 2010 - October 2012
Ernst & Young October 2000 - November 2010
CIT November 1998 - October 2000
The Bank of New York September 1997 - November 1998
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Financial Analysis, Accounting, SEC filings, Due Diligence, Capital Markets, US GAAP, Financial Services, External Audit, Banking, Risk Management, Financial Risk, Valuation, Financial Accounting, GAAP, CPA, Assurance, Financial Audits, Sarbanes-Oxley, COSO
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA
Cornwall College 1983 — 1989
PCAOB November 2012 - Present
Citigroup November 2010 - October 2012
Ernst & Young October 2000 - November 2010
CIT November 1998 - October 2000
The Bank of New York September 1997 - November 1998
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, Financial Analysis, Accounting, SEC filings, Due Diligence, Capital Markets, US GAAP, Financial Services, External Audit, Banking, Risk Management, Financial Risk, Valuation, Financial Accounting, GAAP, CPA, Assurance, Financial Audits, Sarbanes-Oxley, COSO
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA
Cornwall College 1983 — 1989
Tara Duffy's The Bank of New York Experience 1989 - 1996
Job Managing Director at Shelterwood Financial Services
Industry Investment Management
Experience
Shelterwood Financial Services 2008 - Present
Global Hedge Strategies LLC 2005 - 2008
Citigroup Global Wealth Management / Citigroup Private Bank 2002 - 2005
Family Management Corporation LLC 1996 - 2002
The Bank of New York 1989 - 1996
L.F. Rothschild Asset Management 1981 - 1989
Education
American University
Post Grad
Hood College
BA
Shelterwood Financial Services 2008 - Present
Global Hedge Strategies LLC 2005 - 2008
Citigroup Global Wealth Management / Citigroup Private Bank 2002 - 2005
Family Management Corporation LLC 1996 - 2002
The Bank of New York 1989 - 1996
L.F. Rothschild Asset Management 1981 - 1989
Education
American University
Post Grad
Hood College
BA
Joseph Hobel's The Bank of New York Experience 1994 - January 2009
Job Systems Programming/Applications Development
Industry Banking
Experience
The Bank of New York 1994 - January 2009
The Bank of New York Mellon 1994 - 2009
BNY Mellon 1994 - 2009
MeadWestvaco July 1986 - July 1993
Arrow Electronics July 1984 - July 1986
BMG Columbia House 1972 - 1984
CBS Columbia House 1972 - 1984
The Port Authority of New York and New Jersey May 1968 - July 1972
Skills
IBM Mainframe, ISPF, COBOL, TSO, z/OS, Fileaid, JCL, Mainframe, CICS, Syncsort, MVS, DFSORT, VSAM, DB2, IBM Utilities, Production Support, SDSF, Relational Databases, Xpediter, Performance Tuning, Analysis, Databases, NDM, RACF, SDLC, Lotus Notes, SPUFI, PL/1, AIX, Endeavor, COBOLII, Disaster Recovery, Easytrieve, IMS DB/DC, Systems Analysis, Capacity Planning, Requirements Analysis, JES2, Oracle, WebSphere MQ, SMP/E, REXX, SQL, Business Continuity, Requirements Gathering, Visio, Business Requirements, OS/390, Omegamon, Operating Systems
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
MBA, Computer Methodology
Baruch College, City University of New York (CUNY) 1963 — 1968
BBA, Industrial Business Management
Right Management
The Bank of New York 1994 - January 2009
The Bank of New York Mellon 1994 - 2009
BNY Mellon 1994 - 2009
MeadWestvaco July 1986 - July 1993
Arrow Electronics July 1984 - July 1986
BMG Columbia House 1972 - 1984
CBS Columbia House 1972 - 1984
The Port Authority of New York and New Jersey May 1968 - July 1972
Skills
IBM Mainframe, ISPF, COBOL, TSO, z/OS, Fileaid, JCL, Mainframe, CICS, Syncsort, MVS, DFSORT, VSAM, DB2, IBM Utilities, Production Support, SDSF, Relational Databases, Xpediter, Performance Tuning, Analysis, Databases, NDM, RACF, SDLC, Lotus Notes, SPUFI, PL/1, AIX, Endeavor, COBOLII, Disaster Recovery, Easytrieve, IMS DB/DC, Systems Analysis, Capacity Planning, Requirements Analysis, JES2, Oracle, WebSphere MQ, SMP/E, REXX, SQL, Business Continuity, Requirements Gathering, Visio, Business Requirements, OS/390, Omegamon, Operating Systems
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
MBA, Computer Methodology
Baruch College, City University of New York (CUNY) 1963 — 1968
BBA, Industrial Business Management
Right Management
Daniel M. Egan's The Bank of New York Experience 1993 - 1999
Job Relationship manager
Industry Financial Services
Experience
BNY Mellon 2006 - Present
Mellon Financial 1999 - 2006
The Bank of New York 1993 - 1999
Merrill Lynch & Co / MLPF&S 1986 - 1992
Lanier Worldwide 1985 - 1986
Skills
Series 7, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Marketing
BNY Mellon 2006 - Present
Mellon Financial 1999 - 2006
The Bank of New York 1993 - 1999
Merrill Lynch & Co / MLPF&S 1986 - 1992
Lanier Worldwide 1985 - 1986
Skills
Series 7, Financial Risk
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Marketing
Lori Ryan-Thurton's The Bank of New York Experience March 1989 - January 2006
Job Head of Bank Regulatory Testing for Compliance Testing at Deutsche Bank Securities
Industry Financial Services
Experience
Deutsche Bank Securities May 2015 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - May 2015
The Bank of New York March 1989 - January 2006
Skills
Risk Assessment, Internal Audit, Fixed Income, Derivatives, Securities, Investment Banking, Microsoft Office, Capital Markets, Prime Brokerage, Equities, Business Analysis, Hedge Funds, AML, FINRA, Due Diligence, Anti Money Laundering, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
MS, Industrial Psychology
Baruch College, City University of New York (CUNY) 1982 — 1985
BA, Industrial Psychology
Deutsche Bank Securities May 2015 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - Present
UBS Investment Bank January 2006 - May 2015
The Bank of New York March 1989 - January 2006
Skills
Risk Assessment, Internal Audit, Fixed Income, Derivatives, Securities, Investment Banking, Microsoft Office, Capital Markets, Prime Brokerage, Equities, Business Analysis, Hedge Funds, AML, FINRA, Due Diligence, Anti Money Laundering, Risk Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1988 — 1993
MS, Industrial Psychology
Baruch College, City University of New York (CUNY) 1982 — 1985
BA, Industrial Psychology
Maureen Canter's The Bank of New York Experience 1998 - 2007
Job Leadership Training Specialist at Brookhaven National Laboratory
Industry Financial Services
Experience
Brookhaven National Laboratory November 2012 - Present
Complete Orthopedic Services, Inc January 2011 - November 2012
Independent Training Consultant February 2009 - December 2010
The Bank of New York Mellon October 2007 - January 2009
The Bank of New York 1998 - 2007
The Bank of New York 1994 - 1998
The Bank of New York 1989 - 1994
Irving Trust Co 1986 - 1989
Skills
Program Management, Risk Management, Change Management, Cross-functional Team..., Needs Analysis, Training, Banking, Coaching
Education
Adelphi University
BA, Pychology, Business
Brookhaven National Laboratory November 2012 - Present
Complete Orthopedic Services, Inc January 2011 - November 2012
Independent Training Consultant February 2009 - December 2010
The Bank of New York Mellon October 2007 - January 2009
The Bank of New York 1998 - 2007
The Bank of New York 1994 - 1998
The Bank of New York 1989 - 1994
Irving Trust Co 1986 - 1989
Skills
Program Management, Risk Management, Change Management, Cross-functional Team..., Needs Analysis, Training, Banking, Coaching
Education
Adelphi University
BA, Pychology, Business
Alexandra Schutz's The Bank of New York Experience August 1994 - September 2006
Job Vice President and Portfolio Loan Officer at TD Bank
Industry Banking
Experience
TD Bank October 2006 - Present
The Bank of New York August 1994 - September 2006
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Financial Modeling
Education
Babson College 1983 — 1987
Finance/Investments
academy of the holy angels 1979 — 1983
TD Bank October 2006 - Present
The Bank of New York August 1994 - September 2006
Skills
Loans, Credit, Commercial Lending, Banking, Commercial Banking, Financial Modeling
Education
Babson College 1983 — 1987
Finance/Investments
academy of the holy angels 1979 — 1983
Ian Nalitt's The Bank of New York Experience 1998 - 2000
Job Director at CIT Capital Markets
Industry Banking
Experience
CIT Capital Markets April 2014 - Present
CIT Healthcare July 2010 - March 2014
Credit Suisse 2000 - 2009
The Bank of New York 1998 - 2000
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
American University - Kogod School of Business 1989 — 1993
BBA, Finance
CIT Capital Markets April 2014 - Present
CIT Healthcare July 2010 - March 2014
Credit Suisse 2000 - 2009
The Bank of New York 1998 - 2000
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Finance
American University - Kogod School of Business 1989 — 1993
BBA, Finance
Orea Guyadeen's The Bank of New York Experience 1998 - 2004
Job Operations Administrator at Trilogy Global Advisors
Industry Financial Services
Experience
Trilogy Global Advisors July 2006 - Present
SASI (Swiss American Securities Inc.) November 2004 - May 2006
The Bank of New York 1998 - 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Marketing Management
Trilogy Global Advisors July 2006 - Present
SASI (Swiss American Securities Inc.) November 2004 - May 2006
The Bank of New York 1998 - 2004
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Marketing Management
Susan Sonenberg's The Bank of New York Experience 2004 - 2007
Job Trusts and Estates Paralegal at Drinker Biddle & Reath LLP
Industry Legal Services
Experience
Drinker Biddle & Reath LLP October 2014 - Present
Epstein Becker & Green, P.C. March 2013 - October 2014
Cozen O'Connor 2011 - 2013
Goodstein Management LLC 2010 - 2011
The Bank of New York Mellon 2007 - 2009
The Bank of New York 2004 - 2007
The Bank of New York 2000 - 2004
Rosen & Reade LLP 1998 - 2000
Mazur, Carp & Rubin, P.C. 1990 - 1998
Skills
Estate Law, Estate Planning, Wealth Management, Asset Managment, Securities, Trusts, Investments, Financial Services, Due Diligence, Asset Management, Risk Management, Litigation, Banking
Education
Adelphi University 1989 — 1990
Lawyer's Assistant Program Certificate, trusts and estates, litigation, real estate, corporate, matrimonial, and criminal law
City University of New York-Hunter College 1983 — 1987
BA, English
The Bronx High School of Science 1979 — 1983
High School Diploma, Science and Math
Drinker Biddle & Reath LLP October 2014 - Present
Epstein Becker & Green, P.C. March 2013 - October 2014
Cozen O'Connor 2011 - 2013
Goodstein Management LLC 2010 - 2011
The Bank of New York Mellon 2007 - 2009
The Bank of New York 2004 - 2007
The Bank of New York 2000 - 2004
Rosen & Reade LLP 1998 - 2000
Mazur, Carp & Rubin, P.C. 1990 - 1998
Skills
Estate Law, Estate Planning, Wealth Management, Asset Managment, Securities, Trusts, Investments, Financial Services, Due Diligence, Asset Management, Risk Management, Litigation, Banking
Education
Adelphi University 1989 — 1990
Lawyer's Assistant Program Certificate, trusts and estates, litigation, real estate, corporate, matrimonial, and criminal law
City University of New York-Hunter College 1983 — 1987
BA, English
The Bronx High School of Science 1979 — 1983
High School Diploma, Science and Math
Chelsey Wagemaker's The Bank of New York Experience September 2005 - July 2007
Job Office Administrator at Kennedy Communications
Industry Marketing and Advertising
Experience
Kennedy Communications September 2014 - Present
Rinvelt and David LLC August 2013 - August 2014
Enterprise Rent-A-Car September 2012 - May 2013
Kingsway Christian Church October 2011 - March 2012
Stage Left Theatre March 2006 - July 2007
The Bank of New York September 2005 - July 2007
Second City May 2006 - March 2007
Skills
Administrative..., Data Entry, Spreadsheets, Office Management, Office Administration, Outlook, Telephone Skills, Filing, Travel Arrangements, Access, File Management, Fax, Calendaring, Confidentiality, Accounting, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Administrative..., Management, Public Speaking, Event Planning
Education
Albion College 2001 — 2005
BA, Art, Business Management
East Grand Rapids High School 1998 — 2001
Kennedy Communications September 2014 - Present
Rinvelt and David LLC August 2013 - August 2014
Enterprise Rent-A-Car September 2012 - May 2013
Kingsway Christian Church October 2011 - March 2012
Stage Left Theatre March 2006 - July 2007
The Bank of New York September 2005 - July 2007
Second City May 2006 - March 2007
Skills
Administrative..., Data Entry, Spreadsheets, Office Management, Office Administration, Outlook, Telephone Skills, Filing, Travel Arrangements, Access, File Management, Fax, Calendaring, Confidentiality, Accounting, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Administrative..., Management, Public Speaking, Event Planning
Education
Albion College 2001 — 2005
BA, Art, Business Management
East Grand Rapids High School 1998 — 2001
Lois Gower's The Bank of New York Experience January 1980 - June 2009
Job AVP, Banking
Industry Financial Services
Experience
The Bank of New York January 1980 - June 2009
BNY Asset Management January 1980 - June 2009
The Bank of New York 1980 - 2009
The Bank of New York 1980 - 2009
BNY Asset Management January 1997 - January 2005
Suffolk Divisional Office January 1989 - January 1997
Skills
Equities, Investments, Banking, Bloomberg, Mutual Funds, Portfolio Management, Management, Account Reconciliation, Training, Cross-functional Team...
Education
Adelphi University 1998 — 2002
Bachelors, Business Administration
Adelphi University 1998 — 2002
Bachelor of Science, Business Administration
The Bank of New York January 1980 - June 2009
BNY Asset Management January 1980 - June 2009
The Bank of New York 1980 - 2009
The Bank of New York 1980 - 2009
BNY Asset Management January 1997 - January 2005
Suffolk Divisional Office January 1989 - January 1997
Skills
Equities, Investments, Banking, Bloomberg, Mutual Funds, Portfolio Management, Management, Account Reconciliation, Training, Cross-functional Team...
Education
Adelphi University 1998 — 2002
Bachelors, Business Administration
Adelphi University 1998 — 2002
Bachelor of Science, Business Administration
Moira McGrane's The Bank of New York Experience May 1994 - August 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Bank of New York May 1994 - August 2008
Education
University at Albany, SUNY 1976 — 1978
MBA, Finance
Columbia University in the City of New York 1968 — 1975
Ph. D., English & Comparative Literature
Barnard College 1962 — 1966
B.A., English
The Bank of New York May 1994 - August 2008
Education
University at Albany, SUNY 1976 — 1978
MBA, Finance
Columbia University in the City of New York 1968 — 1975
Ph. D., English & Comparative Literature
Barnard College 1962 — 1966
B.A., English
Philip Fladell's The Bank of New York Experience 1989 - 2007
Job Banking Professional
Industry Banking
Experience
Long Island Jewish Medical Center December 2011 - Present
JPMorgan Chase April 2007 - April 2009
The Bank of New York 1989 - 2007
Skills
Mergers & Acquisitions, Risk Management, Business Development, Financial Analysis, Banking, Leadership, Financial Services
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
CCNY
Long Island Jewish Medical Center December 2011 - Present
JPMorgan Chase April 2007 - April 2009
The Bank of New York 1989 - 2007
Skills
Mergers & Acquisitions, Risk Management, Business Development, Financial Analysis, Banking, Leadership, Financial Services
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
CCNY
Christine Buchanan's The Bank of New York Experience 1997 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
SS&C Technologies July 2006 - October 2008
The Bank of New York 1997 - 2006
Skills
Accounting, Auditing, CRM, Financial Analysis, Financial Reporting, Financial Statements, Microsoft Excel, Mutual Funds, Equities, Finance, Journal Entries, Microsoft Office, Financial Accounting, Hedge Funds, PowerPoint
Education
LIU Brooklyn 2010 — 2011
MST, Taxation
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, Accounting
Hebert Morrison Technical High School 1986 — 1990
Diploma, Business
SS&C Technologies July 2006 - October 2008
The Bank of New York 1997 - 2006
Skills
Accounting, Auditing, CRM, Financial Analysis, Financial Reporting, Financial Statements, Microsoft Excel, Mutual Funds, Equities, Finance, Journal Entries, Microsoft Office, Financial Accounting, Hedge Funds, PowerPoint
Education
LIU Brooklyn 2010 — 2011
MST, Taxation
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, Accounting
Hebert Morrison Technical High School 1986 — 1990
Diploma, Business
Susan Niederman's The Bank of New York Experience April 1982 - November 1994
Job Happily retired at Home
Industry Financial Services
Experience
JP Morgan Chase February 2006 - January 2010
The Guardian Life Insurance Co November 1994 - July 2003
The Bank of New York April 1982 - November 1994
Education
City University of New York-Baruch College
MBA, Computer Information Systems
University of Pennsylvania 1975 — 1979
BA, Psychology
JP Morgan Chase February 2006 - January 2010
The Guardian Life Insurance Co November 1994 - July 2003
The Bank of New York April 1982 - November 1994
Education
City University of New York-Baruch College
MBA, Computer Information Systems
University of Pennsylvania 1975 — 1979
BA, Psychology
Dina Capone's The Bank of New York Experience October 1991 - March 1998
Job Administrative Assistant at Regeneron Pharmaceuticals
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals July 2012 - Present
Wells Fargo May 2011 - July 2012
IBM March 1998 - March 2010
The Bank of New York October 1991 - March 1998
Skills
Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Management, Microsoft Word, Microsoft Office, Time Management, Spreadsheets, Teamwork, Social Media, Lotus 123, Office Management, Visio, Lotus Freelance Graphics
Education
Berkeley College 1989 — 1991
Associates Degree in Applied Science, Professional Secretarial
Regeneron Pharmaceuticals July 2012 - Present
Wells Fargo May 2011 - July 2012
IBM March 1998 - March 2010
The Bank of New York October 1991 - March 1998
Skills
Microsoft Excel, PowerPoint, Outlook, Lotus Notes, Management, Microsoft Word, Microsoft Office, Time Management, Spreadsheets, Teamwork, Social Media, Lotus 123, Office Management, Visio, Lotus Freelance Graphics
Education
Berkeley College 1989 — 1991
Associates Degree in Applied Science, Professional Secretarial
Alma Harris's The Bank of New York Experience April 2007 - May 2012
Job Relationship Manager at The Bank of New York
Industry Financial Services
Experience
The Bank of New York April 2007 - May 2012
J.P. Morgan 2002 - 2007
University Directories May 2001 - August 2001
Skills
Credit, Financial Analysis, Bloomberg, Cash Management, Loans, Financial Modeling, Banking, Investment Properties, Real Estate, Project Management, Investments, Asset Management, Commercial Banking, Credit Analysis, Portfolio Management, Corporate Finance, Derivatives, Fixed Income, Valuation
Education
University of St. Thomas (TX) 2007 — 2009
Master of Business Administration (MBA), Accounting and Business/Management
Baylor University 1998 — 2002
Business Administration, Accounting/Finance
The Bank of New York April 2007 - May 2012
J.P. Morgan 2002 - 2007
University Directories May 2001 - August 2001
Skills
Credit, Financial Analysis, Bloomberg, Cash Management, Loans, Financial Modeling, Banking, Investment Properties, Real Estate, Project Management, Investments, Asset Management, Commercial Banking, Credit Analysis, Portfolio Management, Corporate Finance, Derivatives, Fixed Income, Valuation
Education
University of St. Thomas (TX) 2007 — 2009
Master of Business Administration (MBA), Accounting and Business/Management
Baylor University 1998 — 2002
Business Administration, Accounting/Finance
Jacqueline Kuhn's The Bank of New York Experience February 1984 - Present
Job Vice President at The Bank of New York, Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2006 - Present
The Bank of New York February 1984 - Present
Skills
Loans, Accounting, Financial Risk, Financial Reporting, Banking, Financial Analysis, Financial Modeling, Financial Services, Securities, Capital Markets, Structured Finance, Asset Management, Bonds, Derivatives, Bloomberg, Portfolio Management, Securitization, Risk Management, Due Diligence, Corporate Trust, ABS, Account Reconciliation, Credit Analysis, Credit Risk, Credit
Education
Bergen Community College 1995 — 1997
AAS, Accounting
Bank of New York Mellon 2006 - Present
The Bank of New York February 1984 - Present
Skills
Loans, Accounting, Financial Risk, Financial Reporting, Banking, Financial Analysis, Financial Modeling, Financial Services, Securities, Capital Markets, Structured Finance, Asset Management, Bonds, Derivatives, Bloomberg, Portfolio Management, Securitization, Risk Management, Due Diligence, Corporate Trust, ABS, Account Reconciliation, Credit Analysis, Credit Risk, Credit
Education
Bergen Community College 1995 — 1997
AAS, Accounting
John Ramelli's The Bank of New York Experience December 1989 - January 1991
Job Director, Portfolio Management
Industry Banking
Experience
CIT July 2011 - Present
Royal Bank of Scotland Group August 2002 - December 2010
Dresdner Kleinwort November 1999 - August 2002
Dai-Ichi Kangyo Bank July 1996 - November 1999
Societe Generale January 1991 - July 1996
The Bank of New York December 1989 - January 1991
Federal Deposit Insurance Corporation July 1985 - November 1989
Skills
Credit Analysis, Credit Risk, Financial Structuring, Commercial Lending, Cash Management, Asset Based Lending, Project Finance, Securitization, Debt Restructuring, Strategy, Cash Flow, Leveraged Finance, Financial Modeling, Corporate Finance, Investment Banking, Trading, Structured Finance, Syndications, Financial Institutions
Education
American International College 1981 — 1985
BSBA, Finance
CIT July 2011 - Present
Royal Bank of Scotland Group August 2002 - December 2010
Dresdner Kleinwort November 1999 - August 2002
Dai-Ichi Kangyo Bank July 1996 - November 1999
Societe Generale January 1991 - July 1996
The Bank of New York December 1989 - January 1991
Federal Deposit Insurance Corporation July 1985 - November 1989
Skills
Credit Analysis, Credit Risk, Financial Structuring, Commercial Lending, Cash Management, Asset Based Lending, Project Finance, Securitization, Debt Restructuring, Strategy, Cash Flow, Leveraged Finance, Financial Modeling, Corporate Finance, Investment Banking, Trading, Structured Finance, Syndications, Financial Institutions
Education
American International College 1981 — 1985
BSBA, Finance
Lloyd Best's The Bank of New York Experience July 1995 - October 1997
Job Municipal Bond Trader
Industry Capital Markets
Experience
BNY MELLON CAPITAL MARKETS, LLC October 1997 - January 2011
THE BANK OF NEW YORK July 1995 - October 1997
DONALDSON, LUFKIN & JENRETTE, SECURITIES CORPORATION February 1995 - June 1995
DONALDSON, LUFKIN & JENRETTE, SECURITIES CORPORATION April 1994 - February 1995
DONALDSON, LUFKIN & JENRETTE, SECURITIES CORPORATION August 1992 - April 1994
Education
Baruch College
BBA, Human Resources Management
BNY MELLON CAPITAL MARKETS, LLC October 1997 - January 2011
THE BANK OF NEW YORK July 1995 - October 1997
DONALDSON, LUFKIN & JENRETTE, SECURITIES CORPORATION February 1995 - June 1995
DONALDSON, LUFKIN & JENRETTE, SECURITIES CORPORATION April 1994 - February 1995
DONALDSON, LUFKIN & JENRETTE, SECURITIES CORPORATION August 1992 - April 1994
Education
Baruch College
BBA, Human Resources Management
Andrea Ayres's The Bank of New York Experience 1996 - 1997
Job Director, Marketing and Communications at Signature Family Wealth Advisors
Industry Real Estate
Experience
Signature Family Wealth Advisors March 2014 - Present
Signature - An Independent Family Office 2014 - Present
Aristotle Circle December 2012 - Present
XQZ Real Estate 2003 - Present
Splendora's Gelato January 2003 - June 2010
GE Capital 1997 - 1998
The Bank of New York 1996 - 1997
Japan Exchange and Teaching Program(me) (JET) 1991 - 1992
Skills
Strategic Planning, Business Strategy, Marketing Strategy, Fundraising, Leadership Development, Small Business, Team Building, Product Development, Coaching, New Business Development, Business Development, Leadership
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, General Management, Finance
Bates College 1987 — 1991
BA, Economics, Japanese
Signature Family Wealth Advisors March 2014 - Present
Signature - An Independent Family Office 2014 - Present
Aristotle Circle December 2012 - Present
XQZ Real Estate 2003 - Present
Splendora's Gelato January 2003 - June 2010
GE Capital 1997 - 1998
The Bank of New York 1996 - 1997
Japan Exchange and Teaching Program(me) (JET) 1991 - 1992
Skills
Strategic Planning, Business Strategy, Marketing Strategy, Fundraising, Leadership Development, Small Business, Team Building, Product Development, Coaching, New Business Development, Business Development, Leadership
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, General Management, Finance
Bates College 1987 — 1991
BA, Economics, Japanese
Beatriz Fernandez de Arcaya Rotellar's The Bank of New York Experience September 2006 - July 2007
Job Alternative Funds Investor Services
Industry Investment Management
Experience
Ruffian Wine Bar February 2015 - Present
Bodegas Fernández de Arcaya September 2014 - Present
Goldman Sachs Asset Management August 2007 - August 2014
The Bank of New York September 2006 - July 2007
The Bank of New York July 2003 - August 2006
Skills
Fixed Income, Hedge Funds, Private Equity, Asset Management, Alternative Investments, Economics, Real Estate, Finance, Banking, Financial Services, Investment Management
Education
Universidad de Navarra 2002 — 2003
Postgraduate in Quality Management
Universidad de Navarra 1998 — 2002
Economics
Handelshochschule Leipzig / HHL - Leipzig Graduate School of Management 2001 — 2001
Winter semester
Ruffian Wine Bar February 2015 - Present
Bodegas Fernández de Arcaya September 2014 - Present
Goldman Sachs Asset Management August 2007 - August 2014
The Bank of New York September 2006 - July 2007
The Bank of New York July 2003 - August 2006
Skills
Fixed Income, Hedge Funds, Private Equity, Asset Management, Alternative Investments, Economics, Real Estate, Finance, Banking, Financial Services, Investment Management
Education
Universidad de Navarra 2002 — 2003
Postgraduate in Quality Management
Universidad de Navarra 1998 — 2002
Economics
Handelshochschule Leipzig / HHL - Leipzig Graduate School of Management 2001 — 2001
Winter semester
Christopher Rung's The Bank of New York Experience 1990 - 2006
Job Director Banking
Industry Banking
Experience
Garden City Group, LLC January 2015 - Present
Garden City Group August 2010 - January 2015
JP Morgan Chase 2006 - 2010
The Bank of New York 1990 - 2006
Skills
Financial Services, Retail Banking, Commercial Banking, Loans, Banking, Portfolio Management, Team Building, Commercial Lending, Credit, Risk Management, Investments, Credit Analysis, Mortgage Lending, Relationship Management, Small Business Lending
Education
Adelphi University
Garden City Group, LLC January 2015 - Present
Garden City Group August 2010 - January 2015
JP Morgan Chase 2006 - 2010
The Bank of New York 1990 - 2006
Skills
Financial Services, Retail Banking, Commercial Banking, Loans, Banking, Portfolio Management, Team Building, Commercial Lending, Credit, Risk Management, Investments, Credit Analysis, Mortgage Lending, Relationship Management, Small Business Lending
Education
Adelphi University
Sharon Buder-Simon's The Bank of New York Experience 1981 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Bank of New York 1981 - 2009
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
Master of Public Administration (M.P.A.)
Baruch College, City University of New York (CUNY)
The Bank of New York 1981 - 2009
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
Master of Public Administration (M.P.A.)
Baruch College, City University of New York (CUNY)
Steven Weisberg's The Bank of New York Experience December 1992 - March 1998
Job Director, Corporate Real Estate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 1998 - Present
The Bank of New York December 1992 - March 1998
Barclays Bank of New York September 1991 - December 1992
Smith Barney January 1983 - October 1990
Skills
Corporate Real Estate, Real Estate, Lease Administration, Asset Managment, Portfolio Management, Financial Analysis, Acquisitions, Commercial Leasing, Location Intelligence, Property Management, Disposition, Real Estate Transactions, Asset Management, Real Estate Economics, Leases, Real Estate Development, Brokerage, Commercial Real Estate, Due Diligence, Investment Properties, Tenant, Investments, Lease Negotiations, Real Estate Financing, Mergers & Acquisitions, Facilities Management, Property, Real Estate Private..., Landlords, Contract Negotiation, Shopping Centers, Valuation, Appraisals, Financial Modeling, Negotiation
Education
Long Island University, Brooklyn Campus 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Baruch College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Management
Prudential Financial March 1998 - Present
The Bank of New York December 1992 - March 1998
Barclays Bank of New York September 1991 - December 1992
Smith Barney January 1983 - October 1990
Skills
Corporate Real Estate, Real Estate, Lease Administration, Asset Managment, Portfolio Management, Financial Analysis, Acquisitions, Commercial Leasing, Location Intelligence, Property Management, Disposition, Real Estate Transactions, Asset Management, Real Estate Economics, Leases, Real Estate Development, Brokerage, Commercial Real Estate, Due Diligence, Investment Properties, Tenant, Investments, Lease Negotiations, Real Estate Financing, Mergers & Acquisitions, Facilities Management, Property, Real Estate Private..., Landlords, Contract Negotiation, Shopping Centers, Valuation, Appraisals, Financial Modeling, Negotiation
Education
Long Island University, Brooklyn Campus 1981 — 1984
Master of Business Administration (M.B.A.), Finance
Baruch College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Management
Rich Hanrahan's The Bank of New York Experience April 1989 - January 2008
Job Production Administrator AVP at Computershare
Industry Financial Services
Experience
Computershare April 1989 - Present
The Bank of New York April 1989 - January 2008
Education
Adelphi University 1976 — 1978
BS, Education
Nassau Community College 1974 — 1976
Computershare April 1989 - Present
The Bank of New York April 1989 - January 2008
Education
Adelphi University 1976 — 1978
BS, Education
Nassau Community College 1974 — 1976
John Nardi's The Bank of New York Experience 2000 - 2006
Job Senior Credit Analyst at Hometown Bank of the Hudson Valley
Industry Financial Services
Experience
Hometown Bank of the Hudson Valley September 2013 - Present
Empire State Bank October 2012 - September 2013
Mid-Hudson Valley Federal Credit Union August 2010 - October 2012
Provident Bank New York 2006 - 2009
The Bank of New York 2000 - 2006
Atlantic Bank of New York August 1998 - December 2000
Sterling National Bank January 1993 - August 1998
The Merchants Bank of NY July 1991 - January 1993
Fleet Bank June 1990 - July 1991
Skills
Loans, Analysis, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Finance, Financial Analysis, Underwriting
Education
New York University-School of Continuing Professional Education 1994 — 1996
Diploma, Bank Lending
Ball State University 1982 — 1986
Master of Business Administration
City University of New York City College 1975 — 1979
Bachelor of Science, Meteorology
Hometown Bank of the Hudson Valley September 2013 - Present
Empire State Bank October 2012 - September 2013
Mid-Hudson Valley Federal Credit Union August 2010 - October 2012
Provident Bank New York 2006 - 2009
The Bank of New York 2000 - 2006
Atlantic Bank of New York August 1998 - December 2000
Sterling National Bank January 1993 - August 1998
The Merchants Bank of NY July 1991 - January 1993
Fleet Bank June 1990 - July 1991
Skills
Loans, Analysis, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Finance, Financial Analysis, Underwriting
Education
New York University-School of Continuing Professional Education 1994 — 1996
Diploma, Bank Lending
Ball State University 1982 — 1986
Master of Business Administration
City University of New York City College 1975 — 1979
Bachelor of Science, Meteorology
Yan Qing Weng's The Bank of New York Experience February 1998 - November 1998
Job Assistant Controller at The Jewish Museum
Industry Museums and Institutions
Experience
The Jewish Museum September 2004 - Present
Gay Men of Africa Descent, Inc April 2002 - September 2004
Equinox May 1999 - March 2002
The Bank of New York February 1998 - November 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, ADP Payroll, Acuity; Fund E-Z; Great...
Education
Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
The Jewish Museum September 2004 - Present
Gay Men of Africa Descent, Inc April 2002 - September 2004
Equinox May 1999 - March 2002
The Bank of New York February 1998 - November 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, ADP Payroll, Acuity; Fund E-Z; Great...
Education
Baruch College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Sumeet Sethi's The Bank of New York Experience 1994 - 2006
Job Banker at Astoria Bank
Industry Banking
Experience
Astoria Bank January 2011 - Present
Chase Bank 2006 - 2010
The Bank of New York 1994 - 2006
Skills
Retail Banking, Life Insurance, Fixed Annuities, Small Business Lending, Loans, Credit, Banking, Consumer Lending, Commercial Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Cross Selling, Relationship Management, Financial Services, Branch Management, Loan Origination, Management, Portfolio Management
Education
Delhi University 1989 — 1992
Bachelor of Commerce (B.Com.) Honours, Accounting and Management
Jesus and Mary College 1989 — 1992
Bachelor of Commerce (BCom), Accounting and Business/Management
Astoria Bank January 2011 - Present
Chase Bank 2006 - 2010
The Bank of New York 1994 - 2006
Skills
Retail Banking, Life Insurance, Fixed Annuities, Small Business Lending, Loans, Credit, Banking, Consumer Lending, Commercial Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Cross Selling, Relationship Management, Financial Services, Branch Management, Loan Origination, Management, Portfolio Management
Education
Delhi University 1989 — 1992
Bachelor of Commerce (B.Com.) Honours, Accounting and Management
Jesus and Mary College 1989 — 1992
Bachelor of Commerce (BCom), Accounting and Business/Management
Clark Zablan's The Bank of New York Experience 1993 - 1996
Job P T at S C I F
Industry Insurance
Experience
S C I F Bank SpecialistPREMIER AMERICA CREDIT UNION1997 - 2002
The Bank of New York 1993 - 1996
Skills
Insurance, Customer Service, Health Insurance, Sales, Life Insurance, General Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Marketing
Education
West Valley Occupational Center 1997 — 1997
Computer Accounting 1
San Sebastian College - Recoletos de Manila 1977 — 1979
Bachelor of Science (BS), Economics
S C I F Bank SpecialistPREMIER AMERICA CREDIT UNION1997 - 2002
The Bank of New York 1993 - 1996
Skills
Insurance, Customer Service, Health Insurance, Sales, Life Insurance, General Insurance, Property & Casualty..., Underwriting, Commercial Insurance, Marketing
Education
West Valley Occupational Center 1997 — 1997
Computer Accounting 1
San Sebastian College - Recoletos de Manila 1977 — 1979
Bachelor of Science (BS), Economics
Delicia Stewart's The Bank of New York Experience September 2003 - December 2006
Job Senior Physical Securities Processing Clerk at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2006 - Present
THE BANK OF NEW YORK September 2003 - December 2006
RICHPORT DEVELOPMENT CONSTRUCTION CORP December 1995 - May 1996
MORGAN GUARANTY TRUST COMPANY LIMITED October 1992 - December 1995
Skills
Management, Customer Service, Microsoft Excel, Project Management, Financial Analysis, PowerPoint, Banking, Risk Management, Business Analysis, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
BNY Mellon December 2006 - Present
THE BANK OF NEW YORK September 2003 - December 2006
RICHPORT DEVELOPMENT CONSTRUCTION CORP December 1995 - May 1996
MORGAN GUARANTY TRUST COMPANY LIMITED October 1992 - December 1995
Skills
Management, Customer Service, Microsoft Excel, Project Management, Financial Analysis, PowerPoint, Banking, Risk Management, Business Analysis, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1992 — 1995
Farrah Leon-Robinson's The Bank of New York Experience September 2003 - October 2006
Job Executive Assistant at Zodiac Interactive
Industry Information Technology and Services
Experience
Zodiac Interactive October 2014 - August 2015
The Home Depot September 2012 - June 2014
Chase October 2007 - November 2009
Northfork Bank October 2006 - October 2007
The Bank of New York September 2003 - October 2006
Education
Adelphi University
Business Administration and Management, General
Zodiac Interactive October 2014 - August 2015
The Home Depot September 2012 - June 2014
Chase October 2007 - November 2009
Northfork Bank October 2006 - October 2007
The Bank of New York September 2003 - October 2006
Education
Adelphi University
Business Administration and Management, General
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico