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.
The Bank of New York Salaries. You can even request information on how much does The Bank of New York pay if you want to. Learn about salaries, pros and cons of working for The Bank of New York directly from the past employees.
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The Bank of New York Employees
Employee
Years
Job
Industry
Sarah Nicholson Sarah Nicholson's The Bank of New York Experience May 2005 - August 2005
Job Business Development Manager at Babyscripts
Industry Hospital & Health Care
Experience
Babyscripts March 2015 - Present
Insperity April 2013 - March 2015
Xerox January 2012 - April 2013
Xerox June 2007 - December 2011
Xerox June 2006 - August 2006
The Bank of New York May 2005 - August 2005
Skills
Account Management, Sales Operations, Direct Sales, Strategic Planning, Management, Solution Selling, Selling, Cold Calling, Sales Process, B2B, New Business Development, Business Development, Sales, Sales Management, Key Account Management, Salesforce.com, Channel Partners, Managed Services, Strategic Partnerships, SaaS, Strategy, Marketing, Lead Generation, Professional Services, Sales Presentations, Enterprise Software
Education
University of Notre Dame 2003 — 2007
Bachelors of Business Administration, Marketing, magna cum laude
University of Notre Dame - Mendoza College of Business 2003 — 2007
Marketing, magna cum laude
University of Notre Dame in London 2006 — 2006
Babyscripts March 2015 - Present
Insperity April 2013 - March 2015
Xerox January 2012 - April 2013
Xerox June 2007 - December 2011
Xerox June 2006 - August 2006
The Bank of New York May 2005 - August 2005
Skills
Account Management, Sales Operations, Direct Sales, Strategic Planning, Management, Solution Selling, Selling, Cold Calling, Sales Process, B2B, New Business Development, Business Development, Sales, Sales Management, Key Account Management, Salesforce.com, Channel Partners, Managed Services, Strategic Partnerships, SaaS, Strategy, Marketing, Lead Generation, Professional Services, Sales Presentations, Enterprise Software
Education
University of Notre Dame 2003 — 2007
Bachelors of Business Administration, Marketing, magna cum laude
University of Notre Dame - Mendoza College of Business 2003 — 2007
Marketing, magna cum laude
University of Notre Dame in London 2006 — 2006
Vinith Nayak Vinith Nayak's The Bank of New York Experience July 1993 - May 1994
Job Technology Architect & Senior ASP.NET Developer seeking CorpToCorp Contracts to solve your toughest business problems
Industry Information Technology and Services
Experience
Harris Corporation (formerly ITT Exelis) March 2013 - Present
Nytech, Inc. February 1994 - Present
Accenture October 2011 - October 2012
Educational Testing Service November 2006 - June 2011
BMW of North America March 1999 - July 2006
Merrill Lynch 1995 - 1999
AIG June 1994 - December 1994
The Bank of New York July 1993 - May 1994
Verizon 1991 - 1993
Quotient 1988 - 1991
Skills
Web Applications, Java, C#, Microsoft SQL Server, ASP.NET, Cloud Computing..., Amazon EC2 Cloud, Amazon EBS (Elastic..., Oracle, MySQL, Web Services, Amazon Web Services..., SOA (Sevice Oriented..., Sybase, SOA, Cloud Computing, Agile Methodologies, XML, .NET, Databases, Software Development, Integration, Enterprise Architecture, Requirements Analysis, Enterprise Software, Business Analysis, Web Development, IIS, Architecture, Software Design, SDLC, WCF, Software Project..., Architectures
Education
University of Massachusetts Dartmouth 1984 — 1988
B.S.
Don Bosco High School 1968 — 1982
SSC - Secondary School Certificate (equivalent of US High School Diploma)
Harris Corporation (formerly ITT Exelis) March 2013 - Present
Nytech, Inc. February 1994 - Present
Accenture October 2011 - October 2012
Educational Testing Service November 2006 - June 2011
BMW of North America March 1999 - July 2006
Merrill Lynch 1995 - 1999
AIG June 1994 - December 1994
The Bank of New York July 1993 - May 1994
Verizon 1991 - 1993
Quotient 1988 - 1991
Skills
Web Applications, Java, C#, Microsoft SQL Server, ASP.NET, Cloud Computing..., Amazon EC2 Cloud, Amazon EBS (Elastic..., Oracle, MySQL, Web Services, Amazon Web Services..., SOA (Sevice Oriented..., Sybase, SOA, Cloud Computing, Agile Methodologies, XML, .NET, Databases, Software Development, Integration, Enterprise Architecture, Requirements Analysis, Enterprise Software, Business Analysis, Web Development, IIS, Architecture, Software Design, SDLC, WCF, Software Project..., Architectures
Education
University of Massachusetts Dartmouth 1984 — 1988
B.S.
Don Bosco High School 1968 — 1982
SSC - Secondary School Certificate (equivalent of US High School Diploma)
Rosa Longoria Rosa Longoria's The Bank of New York Experience October 2002 - July 2007
Job Treasury Analyst at KBR, Inc.
Industry Chemicals
Experience
KBR, Inc. September 2015 - Present
USAA Real Estate Company September 2012 - July 2015
Nationstar Mortgage September 2009 - October 2010
Virtus Partners August 2007 - January 2009
The Bank of New York October 2002 - July 2007
JPMorgan Chase May 2006 - September 2006
JPMorgan Chase March 2005 - April 2006
JPMorgan Chase October 2002 - February 2005
Skills
Microsoft Office, Lotus Notes, Fixed Income, Structured Finance, Modeling, Due Diligence, Cash Management, Reconciliation, Spanish, Windows, Financial Analysis, Lawson, Trims, Banking, Financial Modeling, Accounting, Account Reconciliation, Access, Financial Reporting, Financial Risk, Forecasting, Management, Investments, Portfolio Management, Project Management, Team Leadership, Valuation, Analysis, Loans, Mutual Funds
Education
University of Houston 1997 — 2002
BBA, Finance
University of Houston, C.T. Bauer College of Business 1997 — 2002
Bachelor’s Degree
KBR, Inc. September 2015 - Present
USAA Real Estate Company September 2012 - July 2015
Nationstar Mortgage September 2009 - October 2010
Virtus Partners August 2007 - January 2009
The Bank of New York October 2002 - July 2007
JPMorgan Chase May 2006 - September 2006
JPMorgan Chase March 2005 - April 2006
JPMorgan Chase October 2002 - February 2005
Skills
Microsoft Office, Lotus Notes, Fixed Income, Structured Finance, Modeling, Due Diligence, Cash Management, Reconciliation, Spanish, Windows, Financial Analysis, Lawson, Trims, Banking, Financial Modeling, Accounting, Account Reconciliation, Access, Financial Reporting, Financial Risk, Forecasting, Management, Investments, Portfolio Management, Project Management, Team Leadership, Valuation, Analysis, Loans, Mutual Funds
Education
University of Houston 1997 — 2002
BBA, Finance
University of Houston, C.T. Bauer College of Business 1997 — 2002
Bachelor’s Degree
Robert Besser Robert Besser's The Bank of New York Experience May 2000 - August 2007
Job Senior Vice President, Corporate Banking at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets April 2014 - Present
BNY Mellon May 2008 - April 2014
Union Bank September 2007 - April 2008
The Bank of New York May 2000 - August 2007
Mizuho Bank April 1997 - April 2000
Verizon Wireless August 1996 - April 1997
Verizon August 1995 - August 1996
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Development, Cross Selling, Fortune 1000, Credit, Credit Risk, Underwriting, Financial Analysis, Capital Markets, Syndications, Treasury Management, Investment Management, Corporate Finance, Derivatives, Corporate Trust, Global Custody, Risk Management, Financial Modeling, Investments
Education
University of Southern California 1993 — 1995
Master of Business Administration (MBA), Marketing and International Finance
University of California, Berkeley 1987 — 1990
Bachelor of Arts (B.A.), History
BB&T Capital Markets April 2014 - Present
BNY Mellon May 2008 - April 2014
Union Bank September 2007 - April 2008
The Bank of New York May 2000 - August 2007
Mizuho Bank April 1997 - April 2000
Verizon Wireless August 1996 - April 1997
Verizon August 1995 - August 1996
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Portfolio Management, Business Development, Cross Selling, Fortune 1000, Credit, Credit Risk, Underwriting, Financial Analysis, Capital Markets, Syndications, Treasury Management, Investment Management, Corporate Finance, Derivatives, Corporate Trust, Global Custody, Risk Management, Financial Modeling, Investments
Education
University of Southern California 1993 — 1995
Master of Business Administration (MBA), Marketing and International Finance
University of California, Berkeley 1987 — 1990
Bachelor of Arts (B.A.), History
Joseph Mera's The Bank of New York Experience February 2004 - October 2005
Job Institutional Investment Manager
Industry Financial Services
Experience
The UCF Foundation, Inc November 2006 - Present
Orlando Young Professionals December 2008 - Present
The University Club of Orlando December 2009 - Present
UCF Alumni Association July 2010 - June 2012
The UCF Young Alumni Chapter July 2009 - June 2010
CFI Westgate November 2005 - November 2006
The Bank of New York February 2004 - October 2005
Wet n' Wild March 1997 - December 2004
Skills
Investments, Accounting, Asset, Financial Reporting, Business Development, Banking, Business Planning, Financial Analysis, Business Strategy, Real Estate, Small Business, Strategic Planning, Finance, Nonprofits, Management, Analysis, Technical Training, Budgets, Strategic Financial..., Portfolio Management, Event Planning, Program Management, Leadership, Managerial Finance, Financial Planning
Education
University of Central Florida 2001 — 2003
BSBA, Accounting
The UCF Foundation, Inc November 2006 - Present
Orlando Young Professionals December 2008 - Present
The University Club of Orlando December 2009 - Present
UCF Alumni Association July 2010 - June 2012
The UCF Young Alumni Chapter July 2009 - June 2010
CFI Westgate November 2005 - November 2006
The Bank of New York February 2004 - October 2005
Wet n' Wild March 1997 - December 2004
Skills
Investments, Accounting, Asset, Financial Reporting, Business Development, Banking, Business Planning, Financial Analysis, Business Strategy, Real Estate, Small Business, Strategic Planning, Finance, Nonprofits, Management, Analysis, Technical Training, Budgets, Strategic Financial..., Portfolio Management, Event Planning, Program Management, Leadership, Managerial Finance, Financial Planning
Education
University of Central Florida 2001 — 2003
BSBA, Accounting
Amanda Flannery Amanda Flannery's The Bank of New York Experience June 2006 - August 2006
Job Sponsored Accountant at Stevens Institute of Technology
Industry Higher Education
Experience
Stevens Institute of Technology April 2015 - Present
Ralph Lauren July 2014 - April 2015
Unilever January 2012 - July 2014
UPS June 2010 - December 2011
UPS June 2009 - June 2010
UPS June 2007 - June 2009
Heritage Alliance August 2006 - January 2007
The Bank of New York June 2006 - August 2006
Skills
Financial Analysis, Management, Business Intelligence, Microsoft Excel, Forecasting, Cross-functional Team..., Analysis, Auditing, Finance, Account Reconciliation, Accounting, Pricing, Strategic Financial...
Education
Stevens Institute of Technology 2010 — 2013
M.S, Project Management
University of Scranton 2003 — 2007
B.S., Finance
Stevens Institute of Technology April 2015 - Present
Ralph Lauren July 2014 - April 2015
Unilever January 2012 - July 2014
UPS June 2010 - December 2011
UPS June 2009 - June 2010
UPS June 2007 - June 2009
Heritage Alliance August 2006 - January 2007
The Bank of New York June 2006 - August 2006
Skills
Financial Analysis, Management, Business Intelligence, Microsoft Excel, Forecasting, Cross-functional Team..., Analysis, Auditing, Finance, Account Reconciliation, Accounting, Pricing, Strategic Financial...
Education
Stevens Institute of Technology 2010 — 2013
M.S, Project Management
University of Scranton 2003 — 2007
B.S., Finance
Alissa (Tajalle) Grant's The Bank of New York Experience November 2003 - October 2006
Job VP, Branch Manager at Chase
Industry Financial Services
Experience
Chase October 2006 - Present
The Bank of New York November 2003 - October 2006
The Bank of New York November 2002 - November 2003
The Bank of New York February 2002 - November 2002
Skills
Mortgage Lending, Commercial Lending, Retail Banking, Banking, Loans, Small Business Lending, Loan Origination, Credit, Cross Selling, Branch Management, Lines Of Credit, Branch Banking, Consumer Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Mortgage Banking
Education
University of Guam 1991 — 1993
Chase October 2006 - Present
The Bank of New York November 2003 - October 2006
The Bank of New York November 2002 - November 2003
The Bank of New York February 2002 - November 2002
Skills
Mortgage Lending, Commercial Lending, Retail Banking, Banking, Loans, Small Business Lending, Loan Origination, Credit, Cross Selling, Branch Management, Lines Of Credit, Branch Banking, Consumer Lending, Commercial Banking, Commercial Mortgages, Credit Analysis, Mortgage Banking
Education
University of Guam 1991 — 1993
Guisseppi Galvez, CB, CRM, BA Guisseppi Galvez, CB, CRM, BA's The Bank of New York Experience February 1998 - March 2002
Job Senior Business Consultant at IntelliGEN Business Solutions, Inc.
Industry Information Technology and Services
Experience
IntelleSURE July 2014 - Present
IntelliGEN Business Solutions Inc. September 2010 - Present
GEN Wealth Group March 2015 - Present
Dahill Enterprise Solutions August 2013 - August 2014
Petz Enterprises July 2010 - September 2011
EDC ATM, Subsidiary, LLC January 2009 - May 2010
TRE Financial Services/ Intellitax Software Solutions March 2002 - December 2008
IntelliTax January 2002 - December 2008
IntelliTax Software (formerly Orrtax Software Solutions) 2002 - 2008
The Bank of New York February 1998 - March 2002
Skills
Account Management, Strategy, New Business Development, Leadership, Start-ups, Business Development, Sales Operations, Contract Negotiation, Management, Competitive Analysis, Networking, Analysis, Sales Process, Sales Management, Marketing Research, Domestic Marketing, International Marketing, Marketing Strategy, Professional Selling, Sales Force Automation, Database Marketing, Applied Buyer Behavior, Business to Business..., Advertising and..., Key Account Selling, Electronic Commerce, Marketing for..., Revenue Management, Customer Relationship..., Consulting, Data Mining and..., Enterprise Operations, Management Of Marketing..., Pricing Strategy, Managing Sales Force..., Sales Leadership, Strategic Partnerships, Solution Selling, Sales, CRM, E-commerce, Selling
Education
JeffersonDavis High
University of Houston 1995 — 1999
Bachelor of Business Administration (BBA), Finance
American Management Association 2002 — 2004
Certification, Enterprise Sales, Key Account Management, Strategic Marketing, Business to Business Relationships
Aveta Business Institute 2013 — 2014
Lean Sigma Six, Sales & Marketing
IntelleSURE July 2014 - Present
IntelliGEN Business Solutions Inc. September 2010 - Present
GEN Wealth Group March 2015 - Present
Dahill Enterprise Solutions August 2013 - August 2014
Petz Enterprises July 2010 - September 2011
EDC ATM, Subsidiary, LLC January 2009 - May 2010
TRE Financial Services/ Intellitax Software Solutions March 2002 - December 2008
IntelliTax January 2002 - December 2008
IntelliTax Software (formerly Orrtax Software Solutions) 2002 - 2008
The Bank of New York February 1998 - March 2002
Skills
Account Management, Strategy, New Business Development, Leadership, Start-ups, Business Development, Sales Operations, Contract Negotiation, Management, Competitive Analysis, Networking, Analysis, Sales Process, Sales Management, Marketing Research, Domestic Marketing, International Marketing, Marketing Strategy, Professional Selling, Sales Force Automation, Database Marketing, Applied Buyer Behavior, Business to Business..., Advertising and..., Key Account Selling, Electronic Commerce, Marketing for..., Revenue Management, Customer Relationship..., Consulting, Data Mining and..., Enterprise Operations, Management Of Marketing..., Pricing Strategy, Managing Sales Force..., Sales Leadership, Strategic Partnerships, Solution Selling, Sales, CRM, E-commerce, Selling
Education
JeffersonDavis High
University of Houston 1995 — 1999
Bachelor of Business Administration (BBA), Finance
American Management Association 2002 — 2004
Certification, Enterprise Sales, Key Account Management, Strategic Marketing, Business to Business Relationships
Aveta Business Institute 2013 — 2014
Lean Sigma Six, Sales & Marketing
Juana Makarenko Juana Makarenko's The Bank of New York Experience July 2000 - June 2001
Job Senior Manager at Universal McCann
Industry Marketing and Advertising
Experience
Dieste Inc. July 2013 - December 2013
Agency720 February 2012 - July 2013
Universal McCann June 2010 - February 2012
BBDO Dallas February 2007 - January 2010
BBDO Dallas February 2005 - February 2007
BBDO New York June 2001 - February 2005
The Bank of New York July 2000 - June 2001
The Bank of New York June 1996 - August 1999
Skills
Advertising, Integrated Marketing, Team Building, Interactive Marketing, Budgets, Digital Strategy, Digital Marketing, Media Planning, Forecasting, Relationship Marketing, Social Media Marketing, Digital Media, Direct Marketing, Mobile Marketing, Marketing Communications, Online Advertising, Marketing Strategy, Social Media, Creative Strategy, Account Management, Social Media Measurement, Marketing
Education
University of Pennsylvania 1996 — 2000
BA, Political Science - Latin American Studies, Spanish Minor
North Rockland High School 1992 — 1996
Dieste Inc. July 2013 - December 2013
Agency720 February 2012 - July 2013
Universal McCann June 2010 - February 2012
BBDO Dallas February 2007 - January 2010
BBDO Dallas February 2005 - February 2007
BBDO New York June 2001 - February 2005
The Bank of New York July 2000 - June 2001
The Bank of New York June 1996 - August 1999
Skills
Advertising, Integrated Marketing, Team Building, Interactive Marketing, Budgets, Digital Strategy, Digital Marketing, Media Planning, Forecasting, Relationship Marketing, Social Media Marketing, Digital Media, Direct Marketing, Mobile Marketing, Marketing Communications, Online Advertising, Marketing Strategy, Social Media, Creative Strategy, Account Management, Social Media Measurement, Marketing
Education
University of Pennsylvania 1996 — 2000
BA, Political Science - Latin American Studies, Spanish Minor
North Rockland High School 1992 — 1996
Jonathan Rollins, CPA, CFA Jonathan Rollins, CPA, CFA's The Bank of New York Experience 1999 - 2007
Job Finance and Treasury Strategy Leader
Industry Financial Services
Experience
Capital Outcomes, Inc. 2012 - Present
Health Net 2008 - 2012
Crédit Agricole Corporate & Investment Bank 2007 - 2008
The Bank of New York 1999 - 2007
US Navy 1988 - 1992
Skills
Chartered Financial..., Series 7, Capital Markets, Capital Structure, Investment Management, Asset Allocation, Alternative Investments, Interest Rate Risk..., Credit Analysis, Strategic Financial..., Relationship Management, Leasing, Financial Services, Investments, Finance, Banking, Securities, Credit, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Leadership, Financial Analysis, Executive Management, Financial Planning
Education
University of California, Los Angeles
Certificate in Accounting (with Distinction)
Vassar College
Bachelor of Arts (B.A.), History
Capital Outcomes, Inc. 2012 - Present
Health Net 2008 - 2012
Crédit Agricole Corporate & Investment Bank 2007 - 2008
The Bank of New York 1999 - 2007
US Navy 1988 - 1992
Skills
Chartered Financial..., Series 7, Capital Markets, Capital Structure, Investment Management, Asset Allocation, Alternative Investments, Interest Rate Risk..., Credit Analysis, Strategic Financial..., Relationship Management, Leasing, Financial Services, Investments, Finance, Banking, Securities, Credit, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Leadership, Financial Analysis, Executive Management, Financial Planning
Education
University of California, Los Angeles
Certificate in Accounting (with Distinction)
Vassar College
Bachelor of Arts (B.A.), History
Michael Fuoti Michael Fuoti's The Bank of New York Experience 1989 - 1994
Job Director Structured Asset Finance at Commonwealth Bank of Australia
Industry Financial Services
Experience
Commonwealth Bank of Australia April 2015 - Present
BB&T Equipment Finance Corporation May 2011 - March 2015
Genesis Capital Corporation 2009 - 2011
RBS Asset Finance 2002 - 2009
CIT Group 1997 - 2002
Connell Finance Company 1994 - 1997
The Bank of New York 1989 - 1994
Skills
Capital Markets, Asset Based Lending, Banking, Origination, Structuring, Commercial Lending, Credit Analysis, Transportation, Transportation Finance, Financial Structuring, Risk Management, Loan Origination, Portfolio Management, Credit, Corporate Finance, Finance, Management, Financial Analysis, Financial Modeling, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Villanova University
BS, Accounting
Commonwealth Bank of Australia April 2015 - Present
BB&T Equipment Finance Corporation May 2011 - March 2015
Genesis Capital Corporation 2009 - 2011
RBS Asset Finance 2002 - 2009
CIT Group 1997 - 2002
Connell Finance Company 1994 - 1997
The Bank of New York 1989 - 1994
Skills
Capital Markets, Asset Based Lending, Banking, Origination, Structuring, Commercial Lending, Credit Analysis, Transportation, Transportation Finance, Financial Structuring, Risk Management, Loan Origination, Portfolio Management, Credit, Corporate Finance, Finance, Management, Financial Analysis, Financial Modeling, Structured Finance
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
Villanova University
BS, Accounting
Steven L Ring Steven L Ring's The Bank of New York Experience 1989 - 1998
Job Real Estate Consultant
Industry Real Estate
Experience
Hill City Realty Advisors, LLC May 2010 - Present
WhiteStar Advisors, LLC August 2007 - May 2010
The Bank of New York 1989 - 1998
Skills
Real Estate, Property Management, Due Diligence, Negotiation, Real Estate Development, Investment Properties, Entrepreneurship, Investors, Real Estate Transactions, Real Estate Economics, Asset Managment
Education
Webster University 1977 — 1979
MS, Business & Public Administration
University of Northern Colorado 1967 — 1969
BS, Finance
Hill City Realty Advisors, LLC May 2010 - Present
WhiteStar Advisors, LLC August 2007 - May 2010
The Bank of New York 1989 - 1998
Skills
Real Estate, Property Management, Due Diligence, Negotiation, Real Estate Development, Investment Properties, Entrepreneurship, Investors, Real Estate Transactions, Real Estate Economics, Asset Managment
Education
Webster University 1977 — 1979
MS, Business & Public Administration
University of Northern Colorado 1967 — 1969
BS, Finance
Andy Acton Andy Acton's The Bank of New York Experience 1989 - 1994
Job Capture Manager at Red River Computer Company
Industry Information Technology and Services
Experience
Red River Computer Company August 2012 - Present
Bay State, Inc. January 1998 - August 2012
Bay State Inc. 2001 - 2005
Bay State Inc. 1998 - 2000
Waste Management 1994 - 1998
Abu Dhabi Commercial Bank 1994 - 1995
The Bank of New York 1989 - 1994
Skills
Program Management, Business Development, Project Management, Enterprise Software, Project Delivery, Management, Leadership, Professional Services, Integration, Government, CRM, Strategy, Proposal Writing, Business Process, Cloud Computing, Vendor Management, Requirements Analysis, Salesforce.com, PMP, New Business Development, Information Technology, Business Intelligence, Process Improvement, SaaS, Solution Selling, Security, Capture, Systems Engineering, Contract Negotiation, Sales, Business Analysis, Requirements Management, Project Planning, Team Leadership, Databases, Business Strategy, Testing, Business Process..., Federal Government, Enterprise Architecture, SDLC, IT Strategy, Strategic Partnerships, Data Center, Product Management, Business Alliances
Education
University of Maryland College Park 1984 — 1988
BA, Economics
Williams College
Banking and Financial Support Services
Red River Computer Company August 2012 - Present
Bay State, Inc. January 1998 - August 2012
Bay State Inc. 2001 - 2005
Bay State Inc. 1998 - 2000
Waste Management 1994 - 1998
Abu Dhabi Commercial Bank 1994 - 1995
The Bank of New York 1989 - 1994
Skills
Program Management, Business Development, Project Management, Enterprise Software, Project Delivery, Management, Leadership, Professional Services, Integration, Government, CRM, Strategy, Proposal Writing, Business Process, Cloud Computing, Vendor Management, Requirements Analysis, Salesforce.com, PMP, New Business Development, Information Technology, Business Intelligence, Process Improvement, SaaS, Solution Selling, Security, Capture, Systems Engineering, Contract Negotiation, Sales, Business Analysis, Requirements Management, Project Planning, Team Leadership, Databases, Business Strategy, Testing, Business Process..., Federal Government, Enterprise Architecture, SDLC, IT Strategy, Strategic Partnerships, Data Center, Product Management, Business Alliances
Education
University of Maryland College Park 1984 — 1988
BA, Economics
Williams College
Banking and Financial Support Services
John B. Greenlee John B. Greenlee's The Bank of New York Experience 2001 - 2007
Job President at Greenlee Advisors, LLC
Industry Investment Banking
Experience
Greenlee Advisors, LLC March 2010 - Present
Nollenberger Capital Partners Inc. January 2008 - March 2010
The Bank of New York 2001 - 2007
CIBC World Markets 1989 - 2001
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) 1984 - 1989
Skills
Capital Markets, Series 7, Investment Banking, Series 63, Cedit/Risk Management, Public Finance, Not-for-profit..., Relationship Marketing, Alternative Investments
Education
University of California, Irvine 1974 — 1978
Bachelor of Arts (B.A.), Economics
Greenlee Advisors, LLC March 2010 - Present
Nollenberger Capital Partners Inc. January 2008 - March 2010
The Bank of New York 2001 - 2007
CIBC World Markets 1989 - 2001
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) 1984 - 1989
Skills
Capital Markets, Series 7, Investment Banking, Series 63, Cedit/Risk Management, Public Finance, Not-for-profit..., Relationship Marketing, Alternative Investments
Education
University of California, Irvine 1974 — 1978
Bachelor of Arts (B.A.), Economics
Deborah Alexander Deborah Alexander's The Bank of New York Experience August 2006 - June 2009
Job Compensation Manager at Turner Construction
Industry Construction
Experience
Turner Construction November 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York August 2006 - June 2009
The Hartford May 2005 - August 2006
Pfizer April 2001 - April 2005
Pfizer May 1998 - April 2001
Pfizer May 1997 - September 1997
The Upjohn Company (now Pfizer Inc) 1984 - 1996
Skills
SPHR, PMP, Executive Pay, Incentive Programs, Performance Management, Deferred Compensation, HRIS, Compensation & Benefit, Payroll, PeopleSoft, Personnel Management, Employee Benefits, Project Management, Leadership, Management, Analysis, Mergers & Acquisitions, Policy, Budgets, Software Documentation, SAP, Program Management, Employee Relations
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MA
University of Mississippi
BS
Turner Construction November 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York August 2006 - June 2009
The Hartford May 2005 - August 2006
Pfizer April 2001 - April 2005
Pfizer May 1998 - April 2001
Pfizer May 1997 - September 1997
The Upjohn Company (now Pfizer Inc) 1984 - 1996
Skills
SPHR, PMP, Executive Pay, Incentive Programs, Performance Management, Deferred Compensation, HRIS, Compensation & Benefit, Payroll, PeopleSoft, Personnel Management, Employee Benefits, Project Management, Leadership, Management, Analysis, Mergers & Acquisitions, Policy, Budgets, Software Documentation, SAP, Program Management, Employee Relations
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MA
University of Mississippi
BS
Paul A. Barthole's The Bank of New York Experience July 1985 - March 1986
Job Business Management Consultant at Barthole Consulting
Industry Management Consulting
Experience
BARTHOLE CONSULTING 2009 - Present
Barthole & Rosario February 1992 - January 2009
FRED ASTAIRE DANCE STUDIOS, INTERNATIONAL May 1990 - February 1992
RJR NABISCO December 1987 - December 1989
GE Capital April 1986 - December 1987
The Bank of New York July 1985 - March 1986
Skills
Management Consulting, Auditing, Small Business..., Accounting, Tax, Due Diligence, Entrepreneurship, Customer Relations, Budgeting, Income Tax, Financial Reporting, Audit, Internal Controls, Excel, Customer Service, Business Planning, Financial Planning, GAAP, Compliance, Business Strategy, Financial Accounting, Corporate Tax, Financial Analysis, Quickbooks, US GAAP, Cash Flow, Payroll, Billing, Bookkeeping, Forecasting, Accounts Payable, Tax Preparation, Microsoft Office, Supervisory Skills, Tax Returns, Tax Compliance, General Ledger, Fixed Assets, Internal Audit, Financial Modeling, Budgets, Management, Small Business, Finance, Analysis, Variance Analysis, Corporate Finance
Education
University of Miami - School of Business 2006 — 2008
MBA, Management & Investments
Pontifical Catholic University of Puerto Rico 1981 — 1985
BBA, Accounting
BARTHOLE CONSULTING 2009 - Present
Barthole & Rosario February 1992 - January 2009
FRED ASTAIRE DANCE STUDIOS, INTERNATIONAL May 1990 - February 1992
RJR NABISCO December 1987 - December 1989
GE Capital April 1986 - December 1987
The Bank of New York July 1985 - March 1986
Skills
Management Consulting, Auditing, Small Business..., Accounting, Tax, Due Diligence, Entrepreneurship, Customer Relations, Budgeting, Income Tax, Financial Reporting, Audit, Internal Controls, Excel, Customer Service, Business Planning, Financial Planning, GAAP, Compliance, Business Strategy, Financial Accounting, Corporate Tax, Financial Analysis, Quickbooks, US GAAP, Cash Flow, Payroll, Billing, Bookkeeping, Forecasting, Accounts Payable, Tax Preparation, Microsoft Office, Supervisory Skills, Tax Returns, Tax Compliance, General Ledger, Fixed Assets, Internal Audit, Financial Modeling, Budgets, Management, Small Business, Finance, Analysis, Variance Analysis, Corporate Finance
Education
University of Miami - School of Business 2006 — 2008
MBA, Management & Investments
Pontifical Catholic University of Puerto Rico 1981 — 1985
BBA, Accounting
Shelly Kennedy Shelly Kennedy's The Bank of New York Experience December 2005 - June 2006
Job CGEIT CISA VP Risk/Compliance, BNY Mellon | President, SACCI Management Inc., "Creating Business Excellence"
Industry Banking
Experience
The Bank of New York Mellon Corporation 2005 - Present
SACCI Management Inc April 2003 - Present
Shared Assessments Group 2012 - 2014
CURE National 2012 - 2014
The Unity Project 2008 - 2011
The Bank of New York December 2005 - June 2006
JPMorgan Chase October 2000 - October 2005
JP Morgan October 2000 - October 2005
JPMorganChase 2000 - 2005
CSC 2000 - 2003
Skills
Business Process, Governance, Information Security..., Project Management, IT Strategy, Outsourcing, Vendor Management, Process Improvement, Program Management, IT Audit, Enterprise Architecture, Risk Management, SDLC, Management Consulting, Business Continuity, ITIL, Security, Information Security, Disaster Recovery, Financial Risk, CISSP, Leadership, Sarbanes-Oxley Act, CISA, IT Management, Management, Software Development, Data Center, Information Technology, Infrastructure, PMO, Project Portfolio..., PMP, Project Planning, Integration, Public Speaking
Education
University of Oklahoma - Price College of Business 1987 — 1991
Bachelor of Business Administration
Thomas A. Edison Sr. High School 1972 — 1976
Graduated cum laude
Almeda University
Master of Business Administration
University of Oklahoma
Bachelor of Science
University of Tulsa
Pursuing meteorology
The Bank of New York Mellon Corporation 2005 - Present
SACCI Management Inc April 2003 - Present
Shared Assessments Group 2012 - 2014
CURE National 2012 - 2014
The Unity Project 2008 - 2011
The Bank of New York December 2005 - June 2006
JPMorgan Chase October 2000 - October 2005
JP Morgan October 2000 - October 2005
JPMorganChase 2000 - 2005
CSC 2000 - 2003
Skills
Business Process, Governance, Information Security..., Project Management, IT Strategy, Outsourcing, Vendor Management, Process Improvement, Program Management, IT Audit, Enterprise Architecture, Risk Management, SDLC, Management Consulting, Business Continuity, ITIL, Security, Information Security, Disaster Recovery, Financial Risk, CISSP, Leadership, Sarbanes-Oxley Act, CISA, IT Management, Management, Software Development, Data Center, Information Technology, Infrastructure, PMO, Project Portfolio..., PMP, Project Planning, Integration, Public Speaking
Education
University of Oklahoma - Price College of Business 1987 — 1991
Bachelor of Business Administration
Thomas A. Edison Sr. High School 1972 — 1976
Graduated cum laude
Almeda University
Master of Business Administration
University of Oklahoma
Bachelor of Science
University of Tulsa
Pursuing meteorology
Alex Brenner, CPA Alex Brenner, CPA's The Bank of New York Experience December 2009 - February 2010
Job Senior Tax Associate at Schulman Lobel, LLP
Industry Accounting
Experience
Schulman Lobel LLP October 2014 - Present
WG&S, LLP February 2012 - October 2014
WG&S, LLP June 2010 - January 2012
The Bank of New York December 2009 - February 2010
Nehemiah Gateway Development Corporation January 2009 - April 2009
Wolfsohn Financial Services January 2008 - February 2009
Skills
Accounting, QuickBooks, Payroll, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Microsoft Office, Personal Tax Planning, Income Tax, ProSystem fx Tax, Datafaction, Brokerage, Corporate Tax Planning, Trusts, Partnership Taxation, Payroll Taxes
Education
University of Delaware 2006 — 2010
Bachelor of Science, Accounting
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting
Lynbrook HS
Schulman Lobel LLP October 2014 - Present
WG&S, LLP February 2012 - October 2014
WG&S, LLP June 2010 - January 2012
The Bank of New York December 2009 - February 2010
Nehemiah Gateway Development Corporation January 2009 - April 2009
Wolfsohn Financial Services January 2008 - February 2009
Skills
Accounting, QuickBooks, Payroll, Financial Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Microsoft Office, Personal Tax Planning, Income Tax, ProSystem fx Tax, Datafaction, Brokerage, Corporate Tax Planning, Trusts, Partnership Taxation, Payroll Taxes
Education
University of Delaware 2006 — 2010
Bachelor of Science, Accounting
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting
Lynbrook HS
Adam Sonnhalter Adam Sonnhalter's The Bank of New York Experience 1998 - 2003
Job
Industry Management Consulting
Experience
Maximum Value Partners, LLC March 2003 - Present
BNY Capital Markets, Inc. (formerly Patricof & Co.) July 1997 - March 2003
The Bank Of New York 1998 - 2003
Bear, Stearns & Co. Inc. July 1995 - June 1997
Skills
Marketing Strategy, Financial Modeling, Leadership Development, Valuation, Investment Banking, Mergers, Strategic Planning, Business Planning, Business Strategy, Financial Analysis, New Business Development, Team Building, Coaching, Budgeting, Mergers & Acquisitions, Strategy, Accounting, Small Business, Budgets, Entrepreneurship, Leadership, Finance, Management, Due Diligence, Analysis, Investments, Private Equity, Start-ups, CRM, Capital Markets, Management Consulting, Risk Management, Executive Management, Equities, Business Development, Portfolio Management, Venture Capital, Corporate Finance, Asset Management, Strategic Financial..., Acquisitions, Corporate Development, Financial Services, Business Valuation, Restructuring, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA
Cleveland St. Ignatius High School 1987 — 1991
Maximum Value Partners, LLC March 2003 - Present
BNY Capital Markets, Inc. (formerly Patricof & Co.) July 1997 - March 2003
The Bank Of New York 1998 - 2003
Bear, Stearns & Co. Inc. July 1995 - June 1997
Skills
Marketing Strategy, Financial Modeling, Leadership Development, Valuation, Investment Banking, Mergers, Strategic Planning, Business Planning, Business Strategy, Financial Analysis, New Business Development, Team Building, Coaching, Budgeting, Mergers & Acquisitions, Strategy, Accounting, Small Business, Budgets, Entrepreneurship, Leadership, Finance, Management, Due Diligence, Analysis, Investments, Private Equity, Start-ups, CRM, Capital Markets, Management Consulting, Risk Management, Executive Management, Equities, Business Development, Portfolio Management, Venture Capital, Corporate Finance, Asset Management, Strategic Financial..., Acquisitions, Corporate Development, Financial Services, Business Valuation, Restructuring, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA
Cleveland St. Ignatius High School 1987 — 1991
David Shapiro David Shapiro's The Bank of New York Experience June 1999 - May 2006
Job Principal Product Manager at Hometeam Care
Industry Internet
Experience
Hometeam Care August 2015 - Present
GrubHub Inc. August 2013 - August 2015
Seamless.com July 2013 - August 2013
S&P Capital IQ July 2012 - July 2013
Capital IQ September 2010 - July 2012
TheMarkets.com February 2010 - September 2010
TheMarkets.com April 2008 - February 2010
Martha Stewart Living Omnimedia June 2006 - March 2008
The Bank of New York June 1999 - May 2006
Skills
Product Development, Product Management, Web Development, Enterprise Search, Mobile Product..., User Experience, Java, SQL, Mobile Applications, Web Services, Content Management, Autonomy IDOL, Vignette Portal, Vignette CMS, Customer Engagement, Product Demonstration, Agile Methodologies, Business Analysis, Requirements Analysis, Go-to-market Strategy, Analytics, Cross-functional Team...
Education
University of Pennsylvania 1994 — 1999
BSE, Computer Science and Engineering
Hometeam Care August 2015 - Present
GrubHub Inc. August 2013 - August 2015
Seamless.com July 2013 - August 2013
S&P Capital IQ July 2012 - July 2013
Capital IQ September 2010 - July 2012
TheMarkets.com February 2010 - September 2010
TheMarkets.com April 2008 - February 2010
Martha Stewart Living Omnimedia June 2006 - March 2008
The Bank of New York June 1999 - May 2006
Skills
Product Development, Product Management, Web Development, Enterprise Search, Mobile Product..., User Experience, Java, SQL, Mobile Applications, Web Services, Content Management, Autonomy IDOL, Vignette Portal, Vignette CMS, Customer Engagement, Product Demonstration, Agile Methodologies, Business Analysis, Requirements Analysis, Go-to-market Strategy, Analytics, Cross-functional Team...
Education
University of Pennsylvania 1994 — 1999
BSE, Computer Science and Engineering
Richard Ferrari Richard Ferrari's The Bank of New York Experience 1981 - 1998
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
CDS Monarch 2000 - Present
DiMarco Group March 2008 - October 2012
First Niagara Bank 2005 - 2008
KeyBank 1998 - 2004
The Bank of New York 1981 - 1998
Skills
Corporate Finance, Credit, Commercial Lending, Commercial Banking, Credit Risk, Underwriting, Credit Analysis, Portfolio Management, Banking, Risk Management, Mergers, Loan Origination, Real Estate Finance, Team Leadership, Team Building, Performance Management, Team Management, Teaching, Loan Sourcing, Organizational..., New Business Development, Sales Management, Marketing Strategy, Public Speaking, Training & Development, Market management, Financial Analysis, Coaching, Strategic Planning, People Skills, Loans, Managerial Finance, Investment Banking, Leadership, Start-ups, Business Development, Management, CRM, Analysis, Treasury Management, Financial Services, Executive Management, Process Improvement, Strategy, Investments, Small Business Lending, Cross Selling, Commercial Mortgages, Sales, Relationship Management
Education
Iona College Hagan School of Business 1984 — 1988
MBA, Financial Management
University of Oklahoma
ABA National School of Commercial Lending
Columbia University 1980 — 1981
MA, United States History
SUNY at Oneonta 1979 — 1979
MS, Social Science Education
SUNY at Oneonta 1977 — 1979
BA, Social Science Education and American History
Wells Fargo October 2012 - Present
CDS Monarch 2000 - Present
DiMarco Group March 2008 - October 2012
First Niagara Bank 2005 - 2008
KeyBank 1998 - 2004
The Bank of New York 1981 - 1998
Skills
Corporate Finance, Credit, Commercial Lending, Commercial Banking, Credit Risk, Underwriting, Credit Analysis, Portfolio Management, Banking, Risk Management, Mergers, Loan Origination, Real Estate Finance, Team Leadership, Team Building, Performance Management, Team Management, Teaching, Loan Sourcing, Organizational..., New Business Development, Sales Management, Marketing Strategy, Public Speaking, Training & Development, Market management, Financial Analysis, Coaching, Strategic Planning, People Skills, Loans, Managerial Finance, Investment Banking, Leadership, Start-ups, Business Development, Management, CRM, Analysis, Treasury Management, Financial Services, Executive Management, Process Improvement, Strategy, Investments, Small Business Lending, Cross Selling, Commercial Mortgages, Sales, Relationship Management
Education
Iona College Hagan School of Business 1984 — 1988
MBA, Financial Management
University of Oklahoma
ABA National School of Commercial Lending
Columbia University 1980 — 1981
MA, United States History
SUNY at Oneonta 1979 — 1979
MS, Social Science Education
SUNY at Oneonta 1977 — 1979
BA, Social Science Education and American History
Brad Peterson Brad Peterson's The Bank of New York Experience April 1987 - April 1990
Job Owner at Peterson Associates, Inc.
Industry Wholesale
Experience
Peterson Associates, Inc. March 1991 - Present
The Bank of New York April 1987 - April 1990
Skills
Trade Shows, Merchandising
Education
University of Dayton 1982 — 1986
BA, Communications
Peterson Associates, Inc. March 1991 - Present
The Bank of New York April 1987 - April 1990
Skills
Trade Shows, Merchandising
Education
University of Dayton 1982 — 1986
BA, Communications
Steven A. Cohen Steven A. Cohen's The Bank of New York Experience March 1986 - November 1991
Job Vice President at Citigroup Global Markets Incorporated
Industry Financial Services
Experience
Citigroup Global Markets Incorporated December 2014 - Present
Financial Industry Regulatory Authority November 2012 - December 2014
Lightspeed Financial October 2010 - November 2012
MOG Capital/Alphabet Funds May 2005 - September 2010
American Stock Exchange November 1991 - August 2008
The Bank of New York March 1986 - November 1991
Skills
Options, Financial Risk, Financial Markets, ETFs, Electronic Trading, Trading Systems, Finance, Portfolio Management, Trading, Sales, Investment Banking, Series 63, Equities, Hedge Funds, Bloomberg, Equity Trading, Risk Management, Trading Strategies, FINRA, Bonds, Series 7, Proprietary Trading, Securities, Mutual Funds, Derivatives, Fixed Income, Capital Markets, Commodity, FX Options, Strategic Planning, Technical Analysis, Asset Management, Hedging, FX trading, Equity Derivatives, Alternative Investments, Investments, Business Strategy, Financial Modeling, Management, Traders, Mergers & Acquisitions, Series 24, Financial Analysis, Start-ups, Investment Strategies, Entrepreneurship, Currency, Financial Services
Education
State University of New York at Buffalo 1979 — 1983
Bachelor of Science, Business Management
Citigroup Global Markets Incorporated December 2014 - Present
Financial Industry Regulatory Authority November 2012 - December 2014
Lightspeed Financial October 2010 - November 2012
MOG Capital/Alphabet Funds May 2005 - September 2010
American Stock Exchange November 1991 - August 2008
The Bank of New York March 1986 - November 1991
Skills
Options, Financial Risk, Financial Markets, ETFs, Electronic Trading, Trading Systems, Finance, Portfolio Management, Trading, Sales, Investment Banking, Series 63, Equities, Hedge Funds, Bloomberg, Equity Trading, Risk Management, Trading Strategies, FINRA, Bonds, Series 7, Proprietary Trading, Securities, Mutual Funds, Derivatives, Fixed Income, Capital Markets, Commodity, FX Options, Strategic Planning, Technical Analysis, Asset Management, Hedging, FX trading, Equity Derivatives, Alternative Investments, Investments, Business Strategy, Financial Modeling, Management, Traders, Mergers & Acquisitions, Series 24, Financial Analysis, Start-ups, Investment Strategies, Entrepreneurship, Currency, Financial Services
Education
State University of New York at Buffalo 1979 — 1983
Bachelor of Science, Business Management
Mary Simmons, PHR's The Bank of New York Experience June 1990 - October 2006
Job Director of HR Consulting, Training, Career Transition, Recruitment, PHR
Industry Human Resources
Experience
Portnoy, Messinger and Pearl Associates, inc. May 2007 - Present
New York Institute of Technology October 2013 - Present
Mary Simmons Consulting October 2006 - January 2011
Lee Hecht Harrison March 2008 - December 2010
The Bank of New York June 1990 - October 2006
Skills
Employee Relations, Performance Management, Talent Management, HR Consulting, Employment Law, Policy, Career Counseling, HR Policies, Sourcing, Talent Acquisition, Onboarding, Hiring, Employee Handbooks, Job Descriptions, Team Building, Succession Planning, Coaching, Partnering, Organizational..., Leadership Development, Resume Writing, Career Development, Employer Branding, Workforce Planning, Executive Search, Staff Development, College Recruiting, Employee Engagement, Technical Recruiting, Career Management, Internet Recruiting, FMLA, Outplacement, Conflict Resolution, Management Development, Mentoring, Job Fairs, Performance Appraisal, Screening, Training & Development, Human Resource..., Interviewing, HR Strategy, Full-cycle Recruiting, Recruitment/Retention, Talent Development, Change Management, Building Relationships, Downsizing, Interview Coaching
Education
University of Delaware
BS, Human Resources, 3.5
Portnoy, Messinger and Pearl Associates, inc. May 2007 - Present
New York Institute of Technology October 2013 - Present
Mary Simmons Consulting October 2006 - January 2011
Lee Hecht Harrison March 2008 - December 2010
The Bank of New York June 1990 - October 2006
Skills
Employee Relations, Performance Management, Talent Management, HR Consulting, Employment Law, Policy, Career Counseling, HR Policies, Sourcing, Talent Acquisition, Onboarding, Hiring, Employee Handbooks, Job Descriptions, Team Building, Succession Planning, Coaching, Partnering, Organizational..., Leadership Development, Resume Writing, Career Development, Employer Branding, Workforce Planning, Executive Search, Staff Development, College Recruiting, Employee Engagement, Technical Recruiting, Career Management, Internet Recruiting, FMLA, Outplacement, Conflict Resolution, Management Development, Mentoring, Job Fairs, Performance Appraisal, Screening, Training & Development, Human Resource..., Interviewing, HR Strategy, Full-cycle Recruiting, Recruitment/Retention, Talent Development, Change Management, Building Relationships, Downsizing, Interview Coaching
Education
University of Delaware
BS, Human Resources, 3.5
Shirley Fleet Shirley Fleet's The Bank of New York Experience 2004 - 2006
Job Internet Marketing, Project Manager
Industry Internet
Experience
Fleet Worldwide 2007 - Present
GMAC Mortgage 2006 - 2007
The Bank of New York 2004 - 2006
Bank of America 1999 - 2004
Skills
Project Management, Program Management, Web Marketing, Business Analysis, Business Process..., PMO, Management, Business Continuity, Integration, MS Project, Vendor Management, Information Technology, E-commerce, Training, Enterprise Software, Project Planning, Governance, SDLC, Analysis, IT Strategy, Microsoft Project, Mergers & Acquisitions, Requirements Analysis, Process Improvement
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
University of Louisville
Fleet Worldwide 2007 - Present
GMAC Mortgage 2006 - 2007
The Bank of New York 2004 - 2006
Bank of America 1999 - 2004
Skills
Project Management, Program Management, Web Marketing, Business Analysis, Business Process..., PMO, Management, Business Continuity, Integration, MS Project, Vendor Management, Information Technology, E-commerce, Training, Enterprise Software, Project Planning, Governance, SDLC, Analysis, IT Strategy, Microsoft Project, Mergers & Acquisitions, Requirements Analysis, Process Improvement
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
University of Louisville
Sandra Vilan's The Bank of New York Experience December 2001 - January 2005
Job Compliance Officer at ICAP Corporates LLC
Industry Financial Services
Experience
ICAP CORPORATES LLC December 2013 - Present
TD Securities (USA) LLC February 2013 - December 2013
ADP Broker-Dealer, Inc May 2012 - July 2012
Merrill Lynch February 2005 - March 2012
The Bank of New York December 2001 - January 2005
Merrill Lynch, Pierce, Fenner & Smith, Inc April 1999 - June 2001
Skills
Compliance, Regulatory Requirements, Organizational..., Equities, Investments, FINRA, Hedge Funds, Securities
Education
University of Phoenix 2003 — 2006
Master of Business Administration, Business and Marketing
The State University 1992 — 1996
Bachelor of Arts, Political Science and Government
Paralegal Program 1990 — 1992
Ft. Lauderdale College, Paralegal Program
ICAP CORPORATES LLC December 2013 - Present
TD Securities (USA) LLC February 2013 - December 2013
ADP Broker-Dealer, Inc May 2012 - July 2012
Merrill Lynch February 2005 - March 2012
The Bank of New York December 2001 - January 2005
Merrill Lynch, Pierce, Fenner & Smith, Inc April 1999 - June 2001
Skills
Compliance, Regulatory Requirements, Organizational..., Equities, Investments, FINRA, Hedge Funds, Securities
Education
University of Phoenix 2003 — 2006
Master of Business Administration, Business and Marketing
The State University 1992 — 1996
Bachelor of Arts, Political Science and Government
Paralegal Program 1990 — 1992
Ft. Lauderdale College, Paralegal Program
Kathleen McDowell Kathleen McDowell's The Bank of New York Experience 1995 - 1996
Job National Practice Lead, Banking & Payments at Slalom Consulting
Industry Financial Services
Experience
Slalom Consulting June 2014 - Present
PwC October 2011 - June 2014
Visa September 2010 - October 2011
Edgar, Dunn & Company September 2007 - August 2010
Macquarie Bank December 2006 - August 2007
Citibank UK July 2004 - December 2005
Citibank Australia November 1999 - June 2004
Citi 1998 - 1999
Advanta 1996 - 1998
The Bank of New York 1995 - 1996
Skills
Strategy, Payments, Product Management, Credit Cards, Financial Services, Banking, Competitive Analysis, Portfolio Management, Leadership, Product Marketing, Start-ups, Business Planning, Marketing, Retail Banking, Management, Analytics, Cards, Segmentation, Mobile Payments, Marketing Strategy, Marketing Communications, Business Strategy, Market Research, P&L Management, Debit Cards, Strategic Partnerships, Payment Systems, Relationship Management, Business Analysis, Product Development, Strategic Planning, Financial Analysis, Prepaid Cards, Customer Experience, Management Consulting, Executive Management, Negotiation, Data Analysis, Compliance, Finance, Credit, E-commerce
Education
Widener University 1993 — 1995
MBA, Business and Marketing
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Business & Marketing
Slalom Consulting June 2014 - Present
PwC October 2011 - June 2014
Visa September 2010 - October 2011
Edgar, Dunn & Company September 2007 - August 2010
Macquarie Bank December 2006 - August 2007
Citibank UK July 2004 - December 2005
Citibank Australia November 1999 - June 2004
Citi 1998 - 1999
Advanta 1996 - 1998
The Bank of New York 1995 - 1996
Skills
Strategy, Payments, Product Management, Credit Cards, Financial Services, Banking, Competitive Analysis, Portfolio Management, Leadership, Product Marketing, Start-ups, Business Planning, Marketing, Retail Banking, Management, Analytics, Cards, Segmentation, Mobile Payments, Marketing Strategy, Marketing Communications, Business Strategy, Market Research, P&L Management, Debit Cards, Strategic Partnerships, Payment Systems, Relationship Management, Business Analysis, Product Development, Strategic Planning, Financial Analysis, Prepaid Cards, Customer Experience, Management Consulting, Executive Management, Negotiation, Data Analysis, Compliance, Finance, Credit, E-commerce
Education
Widener University 1993 — 1995
MBA, Business and Marketing
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Business & Marketing
Russell S Gorman Russell S Gorman's The Bank of New York Experience 1994 - 1996
Job Founder & Managing Director Gorman Capital Strategies, LLC
Industry Financial Services
Experience
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
Gorman Capital Strategies LLC 2004 - Present
Alliance of M&A Advisors_The Mid Market Alliance, LLC January 2014 - January 2015
City National Bank January 2011 - March 2013
Hunter Wise Financial Group, LLC December 2009 - January 2011
Merrill Lynch March 2003 - March 2004
Moody's Investors Service April 2001 - March 2003
Société Générale 1996 - 2000
The Bank of New York 1994 - 1996
Barclays Capital April 1986 - March 1994
Metrobank N.A. April 1983 - March 1986
Skills
Investment Banking, Valuation, High Yield, Corporate Finance, Private Equity, Mergers, Equities, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Credit Analysis, Investments, Financial Structuring, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Finance, Derivatives, Fixed Income, Banking, Credit Risk, Venture Capital, Credit, Leveraged Finance, Commercial Banking, Loans, Structured Products, Securities, Bonds, Project Finance, Commercial Lending, Trading, Financial Advisory, Hedge Funds, Asset Management, Financial Services, Asset Based Lending, IPO, Treasury Management, Syndications
Education
University of Southern California - Marshall School of Business 1985 — 1988
MBA, Corporate Finance
University of Southern California 1975 — 1979
Bachelor of Arts (B.A) History & Economics, Banking, Corporate, Finance, and Securities Law
James N. Parker, CRPC®'s The Bank of New York Experience September 2003 - September 2004
Job Account Vice President / Portfolio Manager, UBS Financial Services, The Haertel Group in Greenwich
Industry Financial Services
Experience
UBS Financial Services September 2015 - Present
Wells Fargo Advisors, LLC September 2008 - August 2015
UBS Financial Services Inc. September 2004 - September 2008
The Bank of New York September 2003 - September 2004
Skills
Investments, Retirement Planning, Finance, Strategy, High Net Worth..., Fixed Income, Alternative Investments, Insurance, Asset Allocation, Investment Strategies, Management, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Finance and Financial Management Services
UBS Financial Services September 2015 - Present
Wells Fargo Advisors, LLC September 2008 - August 2015
UBS Financial Services Inc. September 2004 - September 2008
The Bank of New York September 2003 - September 2004
Skills
Investments, Retirement Planning, Finance, Strategy, High Net Worth..., Fixed Income, Alternative Investments, Insurance, Asset Allocation, Investment Strategies, Management, Financial Services
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Finance and Financial Management Services
Celeta Carr's The Bank of New York Experience January 2007 - August 2007
Job Accounting Professional
Industry Accounting
Experience
Calpine August 2007 - April 2014
The Bank of New York January 2007 - August 2007
Calpine December 2005 - January 2007
TD Bank August 1998 - July 2005
HSBC 1991 - 1997
Skills
Financial Reporting, Finance, Financial Risk, Project Management, Management, Risk Management, Internal Controls, Accounting, Leadership, Derivatives, Auditing, CRM, Analysis, Strategic Planning, Team Management, Financial Analysis
Education
University of Houston-Clear Lake 1998 — 2000
BS Finance, Finance, Accounting
Calpine August 2007 - April 2014
The Bank of New York January 2007 - August 2007
Calpine December 2005 - January 2007
TD Bank August 1998 - July 2005
HSBC 1991 - 1997
Skills
Financial Reporting, Finance, Financial Risk, Project Management, Management, Risk Management, Internal Controls, Accounting, Leadership, Derivatives, Auditing, CRM, Analysis, Strategic Planning, Team Management, Financial Analysis
Education
University of Houston-Clear Lake 1998 — 2000
BS Finance, Finance, Accounting
Richard Chapple III Richard Chapple III's The Bank of New York Experience May 2010 - August 2010
Job Senior Allocator at White House Black Market
Industry Apparel & Fashion
Experience
White House Black Market October 2015 - Present
White House Black Market December 2013 - October 2015
White House Black Market May 2013 - December 2013
Macy's July 2012 - April 2013
Lord & Taylor December 2011 - July 2012
Lord & Taylor September 2011 - December 2011
TJX June 2011 - August 2011
The Bank of New York May 2010 - August 2010
Perry Ellis International August 2007 - August 2009
ZBEDA GROUP July 2009 - July 2009
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Finance
University of Pennsylvania 2003 — 2007
BA, Hispanic Studies
White House Black Market October 2015 - Present
White House Black Market December 2013 - October 2015
White House Black Market May 2013 - December 2013
Macy's July 2012 - April 2013
Lord & Taylor December 2011 - July 2012
Lord & Taylor September 2011 - December 2011
TJX June 2011 - August 2011
The Bank of New York May 2010 - August 2010
Perry Ellis International August 2007 - August 2009
ZBEDA GROUP July 2009 - July 2009
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Finance
University of Pennsylvania 2003 — 2007
BA, Hispanic Studies
Carolina Alberton Carolina Alberton's The Bank of New York Experience February 2003 - February 2005
Job Seeking career
Industry Financial Services
Experience
UBS Wealth Management April 2010 - May 2015
UBS Wealth Management February 2005 - April 2009
The Bank of New York February 2003 - February 2005
Ameriprise Financial Services, Inc. April 2000 - August 2002
Ameriprise Financial Services, Inc. April 1998 - April 2000
Skills
Banking, Software Documentation, Settlement, SDLC, Analysis, Cash Management, Derivatives, Project Management, Management, Quality Assurance, Testing, Business Analysis, Equities, Marketing, Human Resources, Financial Analysis, Risk Management, Requirements Gathering, Vendor Management
Education
University of St. Thomas - Opus College of Business 1996 — 2000
MIM, International Marketing
University of Minnesota Duluth 1992 — 1996
Bachelors, Marketing
UBS Wealth Management April 2010 - May 2015
UBS Wealth Management February 2005 - April 2009
The Bank of New York February 2003 - February 2005
Ameriprise Financial Services, Inc. April 2000 - August 2002
Ameriprise Financial Services, Inc. April 1998 - April 2000
Skills
Banking, Software Documentation, Settlement, SDLC, Analysis, Cash Management, Derivatives, Project Management, Management, Quality Assurance, Testing, Business Analysis, Equities, Marketing, Human Resources, Financial Analysis, Risk Management, Requirements Gathering, Vendor Management
Education
University of St. Thomas - Opus College of Business 1996 — 2000
MIM, International Marketing
University of Minnesota Duluth 1992 — 1996
Bachelors, Marketing
James Coryell James Coryell's The Bank of New York Experience March 2006 - June 2007
Job Financial Services Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Principal Financial Group June 2015 - Present
CPM LLC September 2012 - June 2015
Comerica Bank, Wealth and Institutional Management April 2010 - September 2012
SunTrust Investment Services March 2008 - May 2009
The Bank of New York March 2006 - June 2007
UBS March 2004 - March 2006
Fifth Third Bank October 2001 - October 2003
Bank One September 1996 - March 2001
Northern Trust March 1994 - September 1996
NDB Bank 1990 - 1996
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 63..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
Online Trading Academy 2013 — 2014
University of Louisville 1972 — 1974
Bachelor of Science with Honors, Sociology, 3.74
University of Chicago 1975 — 1976
None, Social Sciences
Joe Serrone, CTC's The Bank of New York Experience 1997 - 1999
Job Proactive Tax Accountant
Industry Accounting
Experience
Polaris Tax & Accounting September 2011 - Present
Wells Fargo June 2011 - September 2011
Wells Fargo 1999 - June 2011
The Bank of New York 1997 - 1999
Skills
Financial Analysis, Analysis, Budgets, Tax Preparation, Data Analysis, Process Improvement, QuickBooks, Databases, Microsoft Excel, Microsoft Office, Microsoft Word, SharePoint, Business Analysis, PowerPoint, Crystal Reports, Analytics, Visual Basic, Photoshop, Data Mining, Data Extraction, GoToMeeting, Microsoft Power Point, Dreamweaver, Data Manipulation, Visual Studio, VB.NET, Live Meeting, Microsoft Access, Regular Expressions, Telecommuting, Budgeting, Database Development, MS Office Suite, Tax Accounting
Education
University of Phoenix 2013 — 2015
Bachelor of Science in Accounting, Accounting
University of Phoenix 2011 — 2013
Associate of Arts (AA), Accounting
Ashworth College 2012 — 2012
Tax Preparation Diploma, Tax Preparation
Thomson Education 2003 — 2004
PC Specialist Diploma, PC Specialist
Istituto Professionale Per I Servizi Commerciali 1992 — 1997
Analista Contabile, Accounting, Financial Analysis
Polaris Tax & Accounting September 2011 - Present
Wells Fargo June 2011 - September 2011
Wells Fargo 1999 - June 2011
The Bank of New York 1997 - 1999
Skills
Financial Analysis, Analysis, Budgets, Tax Preparation, Data Analysis, Process Improvement, QuickBooks, Databases, Microsoft Excel, Microsoft Office, Microsoft Word, SharePoint, Business Analysis, PowerPoint, Crystal Reports, Analytics, Visual Basic, Photoshop, Data Mining, Data Extraction, GoToMeeting, Microsoft Power Point, Dreamweaver, Data Manipulation, Visual Studio, VB.NET, Live Meeting, Microsoft Access, Regular Expressions, Telecommuting, Budgeting, Database Development, MS Office Suite, Tax Accounting
Education
University of Phoenix 2013 — 2015
Bachelor of Science in Accounting, Accounting
University of Phoenix 2011 — 2013
Associate of Arts (AA), Accounting
Ashworth College 2012 — 2012
Tax Preparation Diploma, Tax Preparation
Thomson Education 2003 — 2004
PC Specialist Diploma, PC Specialist
Istituto Professionale Per I Servizi Commerciali 1992 — 1997
Analista Contabile, Accounting, Financial Analysis
Kay Ambrose Kay Ambrose's The Bank of New York Experience August 2000 - June 2005
Job AML Compliance Advisory, SVP at Citi, CAMS
Industry Banking
Experience
Citi November 2014 - Present
JP Morgan Chase March 2012 - October 2014
Barclaycard US August 2008 - March 2012
Delaware Sterling Bank September 2005 - August 2008
Sterling Financial Group 2005 - 2007
The Bank of New York August 2000 - June 2005
Bank of New York Mellon 1992 - 2005
Education
University of Delaware 1976 — 1980
BS, Business Finance
Citi November 2014 - Present
JP Morgan Chase March 2012 - October 2014
Barclaycard US August 2008 - March 2012
Delaware Sterling Bank September 2005 - August 2008
Sterling Financial Group 2005 - 2007
The Bank of New York August 2000 - June 2005
Bank of New York Mellon 1992 - 2005
Education
University of Delaware 1976 — 1980
BS, Business Finance
Lisa Choi's The Bank of New York Experience July 1994 - February 1998
Job Vice President, Commercial & Industrial Lender at Bankwell Financial Group, Inc.
Industry Banking
Experience
Bankwell Financial Group, Inc. April 2014 - Present
Bridgewater Associates, LLC December 2013 - March 2014
TD Bank Group June 2011 - November 2013
William Raveis Real Estate August 2009 - June 2011
ABN AMRO February 2001 - March 2004
Bank of America February 1998 - February 2001
The Bank of New York July 1994 - February 1998
NBD Bank (JP Morgan Chase) July 1991 - July 1994
Skills
Credit, Credit Risk, Underwriting, Real Estate, Sellers, Loans, Finance, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Financial Analysis
Education
University of Illinois at Urbana-Champaign
BS, Finance
University of Illinois at Urbana-Champaign
B.S. Finance, Finance, General
Bankwell Financial Group, Inc. April 2014 - Present
Bridgewater Associates, LLC December 2013 - March 2014
TD Bank Group June 2011 - November 2013
William Raveis Real Estate August 2009 - June 2011
ABN AMRO February 2001 - March 2004
Bank of America February 1998 - February 2001
The Bank of New York July 1994 - February 1998
NBD Bank (JP Morgan Chase) July 1991 - July 1994
Skills
Credit, Credit Risk, Underwriting, Real Estate, Sellers, Loans, Finance, Commercial Banking, Portfolio Management, Credit Analysis, Banking, Financial Analysis
Education
University of Illinois at Urbana-Champaign
BS, Finance
University of Illinois at Urbana-Champaign
B.S. Finance, Finance, General
Cary Jones's The Bank of New York Experience July 1998 - December 2003
Job Corporate Trust and Escrow Business Development at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2013 - Present
BNY Mellon December 2003 - June 2013
The Bank of New York July 1998 - December 2003
AmSouth Bank April 1996 - July 1998
SouthTrust Bank May 1995 - April 1996
AmSouth Bank April 1993 - May 1995
AmSouth Bank March 1991 - April 1993
AmSouth Bank March 1988 - March 1991
Skills
Securities, Banking, Financial Services, Corporate Trust, Capital Markets, Investment Banking, Public Finance, Economics, Escrows, High Yield Bonds, Bonds, Structured Finance, Fixed Income, Relationship Management, Securitization, Corporate Finance, Emerging Markets, Credit Analysis, Municipal Bonds, Project Finance, Treasury Services, Asset Management, Treasury Management, Sales, Cash Management
Education
University of Alabama at Birmingham
BS, Accounting
Regions Financial Corporation June 2013 - Present
BNY Mellon December 2003 - June 2013
The Bank of New York July 1998 - December 2003
AmSouth Bank April 1996 - July 1998
SouthTrust Bank May 1995 - April 1996
AmSouth Bank April 1993 - May 1995
AmSouth Bank March 1991 - April 1993
AmSouth Bank March 1988 - March 1991
Skills
Securities, Banking, Financial Services, Corporate Trust, Capital Markets, Investment Banking, Public Finance, Economics, Escrows, High Yield Bonds, Bonds, Structured Finance, Fixed Income, Relationship Management, Securitization, Corporate Finance, Emerging Markets, Credit Analysis, Municipal Bonds, Project Finance, Treasury Services, Asset Management, Treasury Management, Sales, Cash Management
Education
University of Alabama at Birmingham
BS, Accounting
Sam Friedlander's The Bank of New York Experience November 1992 - February 1994
Job Director. Pharmacy Data Warehouse
Industry Computer Software
Experience
Kaiser Permanente IT June 2012 - Present
Autodesk March 2011 - May 2012
Sybase an SAP company May 2003 - March 2011
Bi3 Solutions November 2001 - May 2003
Informix Software February 1998 - August 2000
Informix 1998 - 2000
DreamWorks SKG February 1997 - February 1998
Oracle January 1996 - February 1997
James Martin & Co. February 1994 - January 1996
The Bank of New York November 1992 - February 1994
Skills
Business Intelligence, Data Warehousing, Data Modeling, Data Governance, Master Data Management, Data Marts, Dimensional Modeling, Business Objects, Cognos, IT Strategy, Data Management, Relational Databases, Business Analysis, Big Data / Hadoop /..., OLAP, Data Quality, Data Integration, Microsoft SQL Server, ETL, Database Design, Enterprise Software, Databases, Sybase, Scrum, Leadership, Analytics, Oracle, Performance Tuning, Strategy, Program Management, Enterprise Architecture, SDLC, Analysis, Dashboard
Education
University of Pennsylvania - The Wharton School
BSE (Bachelor of Science of Economics)
University of Pennsylvania - The Wharton School
BSE
University of Pennsylvania - The Wharton School
BSE
Kaiser Permanente IT June 2012 - Present
Autodesk March 2011 - May 2012
Sybase an SAP company May 2003 - March 2011
Bi3 Solutions November 2001 - May 2003
Informix Software February 1998 - August 2000
Informix 1998 - 2000
DreamWorks SKG February 1997 - February 1998
Oracle January 1996 - February 1997
James Martin & Co. February 1994 - January 1996
The Bank of New York November 1992 - February 1994
Skills
Business Intelligence, Data Warehousing, Data Modeling, Data Governance, Master Data Management, Data Marts, Dimensional Modeling, Business Objects, Cognos, IT Strategy, Data Management, Relational Databases, Business Analysis, Big Data / Hadoop /..., OLAP, Data Quality, Data Integration, Microsoft SQL Server, ETL, Database Design, Enterprise Software, Databases, Sybase, Scrum, Leadership, Analytics, Oracle, Performance Tuning, Strategy, Program Management, Enterprise Architecture, SDLC, Analysis, Dashboard
Education
University of Pennsylvania - The Wharton School
BSE (Bachelor of Science of Economics)
University of Pennsylvania - The Wharton School
BSE
University of Pennsylvania - The Wharton School
BSE
Kumar LINGAM Kumar LINGAM's The Bank of New York Experience February 2002 - October 2002
Job Project Manager at MDSL
Industry Information Technology and Services
Experience
MDSL September 2013 - Present
Citigroup February 2011 - September 2013
The Bank of New York Mellon September 2005 - February 2011
Deutsche Bank January 2003 - September 2005
The Bank of New York February 2002 - October 2002
Nortel Networks September 2000 - February 2002
Skills
Telecommunications, Business Analysis, Vendor Management, Disaster Recovery, IT Strategy, SDLC, ITIL, Integration, Data Center, Enterprise Architecture, IT Management, Project Management, Outsourcing, Project Portfolio..., PMO, Business Process..., Business Transformation, IT Transformation
Education
University of Houston
Bachelors, Bachelors of Business Administration - Computer Information Systems
MDSL September 2013 - Present
Citigroup February 2011 - September 2013
The Bank of New York Mellon September 2005 - February 2011
Deutsche Bank January 2003 - September 2005
The Bank of New York February 2002 - October 2002
Nortel Networks September 2000 - February 2002
Skills
Telecommunications, Business Analysis, Vendor Management, Disaster Recovery, IT Strategy, SDLC, ITIL, Integration, Data Center, Enterprise Architecture, IT Management, Project Management, Outsourcing, Project Portfolio..., PMO, Business Process..., Business Transformation, IT Transformation
Education
University of Houston
Bachelors, Bachelors of Business Administration - Computer Information Systems
Michael Ball's The Bank of New York Experience 2004 - 2005
Job Associate Director, Financial Analysis at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility April 2013 - Present
AT&T May 2010 - April 2013
AT&T Mobility September 2008 - May 2010
Intertape Polymer Group September 2006 - September 2008
Executive Compensation Group February 2006 - August 2006
Significant Wealth Management 2005 - 2006
The Bank of New York 2004 - 2005
State Street February 2002 - August 2003
Morgan Stanley 2001 - 2002
Skills
Competitive Analysis, Pricing, CO-PA, Analysis, Pricing Strategy, Business Strategy, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Project Management, Written & Oral..., Persuasive Presentations, Team Leadership, Corporate Finance, Fund Accounting, Estate Planning, Life Insurance, Equity Capital Markets, Customer Retention, Customer Acquisition, Customer Analysis, Strategic Planning, Investments, Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Vendor Management, Access, Analytics, Pricing Analysis, P&L Management, Variance Analysis, Strategy, Mergers & Acquisitions, Finance, Business Planning, Product Management, Capital Budgeting, Executive Management, Managerial Finance, Business Process..., Financial Forecasting, Telecommunications, Strategic Partnerships, Business Case, Income Statement
Education
University of Notre Dame - Mendoza College of Business 2007 — 2007
Masters Certificate, Leadership and Management
University of Central Florida 1995 — 1999
Bachelor Science Business Administration, Finance, General
Escambia High School 1991 — 1995
AT&T Mobility April 2013 - Present
AT&T May 2010 - April 2013
AT&T Mobility September 2008 - May 2010
Intertape Polymer Group September 2006 - September 2008
Executive Compensation Group February 2006 - August 2006
Significant Wealth Management 2005 - 2006
The Bank of New York 2004 - 2005
State Street February 2002 - August 2003
Morgan Stanley 2001 - 2002
Skills
Competitive Analysis, Pricing, CO-PA, Analysis, Pricing Strategy, Business Strategy, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Investment Advisory, Investment Management, Project Management, Written & Oral..., Persuasive Presentations, Team Leadership, Corporate Finance, Fund Accounting, Estate Planning, Life Insurance, Equity Capital Markets, Customer Retention, Customer Acquisition, Customer Analysis, Strategic Planning, Investments, Financial Analysis, Forecasting, Process Improvement, Cross-functional Team..., Vendor Management, Access, Analytics, Pricing Analysis, P&L Management, Variance Analysis, Strategy, Mergers & Acquisitions, Finance, Business Planning, Product Management, Capital Budgeting, Executive Management, Managerial Finance, Business Process..., Financial Forecasting, Telecommunications, Strategic Partnerships, Business Case, Income Statement
Education
University of Notre Dame - Mendoza College of Business 2007 — 2007
Masters Certificate, Leadership and Management
University of Central Florida 1995 — 1999
Bachelor Science Business Administration, Finance, General
Escambia High School 1991 — 1995
Lynn Connolly's The Bank of New York Experience 2000 - 2002
Job Harbor Peak LLC, Risk Management Advisory Services for Environmental Impact Investing
Industry Financial Services
Experience
Harbor Peak LLC October 2012 - Present
Fossil Free Indexes February 2014 - Present
Constellation Investment Consulting Corp September 2011 - September 2012
SEI May 2010 - July 2011
Independent Consultant 2008 - 2010
Deloitte & Touche LLP 2003 - 2008
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1991 - 2000
Merrill Lynch & Co., Inc. 1986 - 1990
Skills
Valuation, Risk Management, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Due Diligence, Financial Services, Bloomberg, Trading, Structured Products, Operational Control, Finance, Equities, Mergers & Acquisitions, Fixed Income, Private Equity, Alternative Energy, Environmentally..., Alternative Energy Risk..., Environmental..., Fossil Fuel Divestment...
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics
Harbor Peak LLC October 2012 - Present
Fossil Free Indexes February 2014 - Present
Constellation Investment Consulting Corp September 2011 - September 2012
SEI May 2010 - July 2011
Independent Consultant 2008 - 2010
Deloitte & Touche LLP 2003 - 2008
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1991 - 2000
Merrill Lynch & Co., Inc. 1986 - 1990
Skills
Valuation, Risk Management, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Due Diligence, Financial Services, Bloomberg, Trading, Structured Products, Operational Control, Finance, Equities, Mergers & Acquisitions, Fixed Income, Private Equity, Alternative Energy, Environmentally..., Alternative Energy Risk..., Environmental..., Fossil Fuel Divestment...
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics
Judith Drummond Judith Drummond's The Bank of New York Experience June 1998 - July 2008
Job Vice President of Finance and Administration at the University of Houston Alumni Association
Industry Higher Education
Experience
University of Houston Alumni Association June 2012 - Present
Revenue Management Consulting March 2009 - March 2012
The Bank of New York June 1998 - July 2008
Telescan February 1993 - December 1996
Skills
Financial Reporting, Process Improvement, Management, Financial Analysis, Analysis, Financial Modeling, Budgets, PowerPoint, Microsoft Word, Customer Service, Finance, Marketing Strategy, Training, Auditing, Leadership, Microsoft Excel, New Business Development, Project Planning, Payroll, Strategic Planning, Accounting, Risk Management, Banking, Time Management, Cash Flow, Accounts Receivable, Accounts Payable, Human Resources
Education
University of Houston 1996 — 1998
MBA, Accounting
University of Houston 1988 — 1992
BBA, Finance
University of Houston Alumni Association June 2012 - Present
Revenue Management Consulting March 2009 - March 2012
The Bank of New York June 1998 - July 2008
Telescan February 1993 - December 1996
Skills
Financial Reporting, Process Improvement, Management, Financial Analysis, Analysis, Financial Modeling, Budgets, PowerPoint, Microsoft Word, Customer Service, Finance, Marketing Strategy, Training, Auditing, Leadership, Microsoft Excel, New Business Development, Project Planning, Payroll, Strategic Planning, Accounting, Risk Management, Banking, Time Management, Cash Flow, Accounts Receivable, Accounts Payable, Human Resources
Education
University of Houston 1996 — 1998
MBA, Accounting
University of Houston 1988 — 1992
BBA, Finance
David Friskics David Friskics's The Bank of New York Experience May 2004 - June 2006
Job Quantitative Analyst at The Palisades Group
Industry Investment Management
Experience
The Palisades Group August 2014 - Present
Western Asset Management March 2013 - August 2014
Independent Consultant February 2012 - February 2013
Ares Management August 2010 - August 2011
Western Asset Management June 2006 - August 2010
The Bank of New York May 2004 - June 2006
Skills
Financial Reform, Derivatives, Alternative Investments, Fixed Income, Data Mining, Training, Operational Streamlining, Collateral Management, Business Continuity..., Internal Controls, Swaps, Credit Derivatives, Bonds, Hedge Funds, Bloomberg, Investments, Investment Management, Mutual Funds, Asset Management, Securities, Financial Modeling, Equities, Options, Bloomberg Terminal, Asset Allocation, FX Options, Structured Products, Financial Markets, Capital Markets, Investment Strategies, Private Equity, CDS, Settlement, ETFs, Corporate Actions, Banking, Interest Rate..., Hedging, Trading Systems
Education
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
The Palisades Group August 2014 - Present
Western Asset Management March 2013 - August 2014
Independent Consultant February 2012 - February 2013
Ares Management August 2010 - August 2011
Western Asset Management June 2006 - August 2010
The Bank of New York May 2004 - June 2006
Skills
Financial Reform, Derivatives, Alternative Investments, Fixed Income, Data Mining, Training, Operational Streamlining, Collateral Management, Business Continuity..., Internal Controls, Swaps, Credit Derivatives, Bonds, Hedge Funds, Bloomberg, Investments, Investment Management, Mutual Funds, Asset Management, Securities, Financial Modeling, Equities, Options, Bloomberg Terminal, Asset Allocation, FX Options, Structured Products, Financial Markets, Capital Markets, Investment Strategies, Private Equity, CDS, Settlement, ETFs, Corporate Actions, Banking, Interest Rate..., Hedging, Trading Systems
Education
University of Central Florida - College of Business Administration 2000 — 2004
BSBA, Finance
Matt Burton, CFA Matt Burton, CFA's The Bank of New York Experience August 2003 - April 2006
Job Director Operations at Lighthouse Investment Partners
Industry Financial Services
Experience
Lighthouse Investment Partners January 2014 - Present
Lighthouse Investment Partners May 2006 - December 2013
The Bank of New York August 2003 - April 2006
Skills
Leadership, Training, Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Bloomberg, Fund Accounting, Derivatives, Fund Of Funds, Investments
Education
University of Central Florida - College of Business Administration 1999 — 2003
Finance
University of Central Florida
Lighthouse Investment Partners January 2014 - Present
Lighthouse Investment Partners May 2006 - December 2013
The Bank of New York August 2003 - April 2006
Skills
Leadership, Training, Hedge Funds, Alternative Investments, Equities, Asset Management, Fixed Income, Bloomberg, Fund Accounting, Derivatives, Fund Of Funds, Investments
Education
University of Central Florida - College of Business Administration 1999 — 2003
Finance
University of Central Florida
William Blake William Blake's The Bank of New York Experience May 2010 - May 2011
Job Senior Advisory Associate at PwC
Industry Management Consulting
Experience
PwC August 2011 - Present
Vigon International,inc. May 2011 - August 2011
The Bank of New York May 2010 - May 2011
Vigon International,inc. May 2009 - August 2009
Skills
Strategic Planning, Excel, Cost Analysis, Defense Industries, Project Management, Securitization, Access, SAP, Process Improvement, Internal Controls, Microsoft Excel, Managerial Finance, Business Process..., Internal Audit, Cost Benefit, Auditing
Education
University of Pittsburgh 2007 — 2011
B.S., Accounting and Finance Double Major. French Language Minor; 150+ Credits
Notre Dame High School 2003 — 2007
PwC August 2011 - Present
Vigon International,inc. May 2011 - August 2011
The Bank of New York May 2010 - May 2011
Vigon International,inc. May 2009 - August 2009
Skills
Strategic Planning, Excel, Cost Analysis, Defense Industries, Project Management, Securitization, Access, SAP, Process Improvement, Internal Controls, Microsoft Excel, Managerial Finance, Business Process..., Internal Audit, Cost Benefit, Auditing
Education
University of Pittsburgh 2007 — 2011
B.S., Accounting and Finance Double Major. French Language Minor; 150+ Credits
Notre Dame High School 2003 — 2007
Eric Declerck's The Bank of New York Experience September 2005 - December 2006
Job Enterprise Architecture Consultant at Process Informatics inc.
Industry Information Technology and Services
Experience
Process Informatics inc. September 2013 - Present
SAVVEE Consulting, Inc. July 2012 - August 2013
PG Public Services LLC November 2011 - May 2012
Decision Analysis Partners LLC March 2009 - October 2011
OM Partners n.v. December 2006 - October 2008
The Bank of New York September 2005 - December 2006
Skills
Enterprise Architecture, Strategic Planning, Business Analysis, Business Process..., UML, Project Portfolio..., Requirements Management, Access, VBA, Integration, DoDAF, Data Analysis, Operations Researc, Use Case Diagrams, SQL, Large Systems..., Business Process
Education
Katholieke Universiteit Leuven 2004 — 2005
Master, Industrial Management
University of North Carolina at Chapel Hill 1999 — 2004
B.S., Mathematical Decision Science
Fork Union 1993 — 1998
Process Informatics inc. September 2013 - Present
SAVVEE Consulting, Inc. July 2012 - August 2013
PG Public Services LLC November 2011 - May 2012
Decision Analysis Partners LLC March 2009 - October 2011
OM Partners n.v. December 2006 - October 2008
The Bank of New York September 2005 - December 2006
Skills
Enterprise Architecture, Strategic Planning, Business Analysis, Business Process..., UML, Project Portfolio..., Requirements Management, Access, VBA, Integration, DoDAF, Data Analysis, Operations Researc, Use Case Diagrams, SQL, Large Systems..., Business Process
Education
Katholieke Universiteit Leuven 2004 — 2005
Master, Industrial Management
University of North Carolina at Chapel Hill 1999 — 2004
B.S., Mathematical Decision Science
Fork Union 1993 — 1998
Leena Vidal Leena Vidal's The Bank of New York Experience January 2003 - March 2004
Job Accounts Receivables at Rosco Vision Systems
Industry Wholesale
Experience
U.S. Balloon Mfg. Co., Inc. April 2004 - April 2015
The Bank of New York January 2003 - March 2004
Skills
Accounts Receivable, Excel, Customer Service, Word
Education
University of Phoenix
U.S. Balloon Mfg. Co., Inc. April 2004 - April 2015
The Bank of New York January 2003 - March 2004
Skills
Accounts Receivable, Excel, Customer Service, Word
Education
University of Phoenix
James J. Tully III, CFP® James J. Tully III, CFP®'s The Bank of New York Experience September 2005 - January 2007
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Geri Turkington Geri Turkington's The Bank of New York Experience 1986 - 2001
Job Vice PresidentCommercial Services at Union Savings Bank CT
Industry Banking
Experience
Union Savings Bank - CT Vice President-Commercial ServicesUnion Savings Bank2002 - Present
The Bank of New York 1986 - 2001
Education
MARYWOOD COLLEGE
Bachelor of Arts, Elementary Education/Minor in Math
University of Massachusetts, Amherst
MBA, Business Administration
University of Scranton
Masters of Science, Elem.Education
Union Savings Bank - CT Vice President-Commercial ServicesUnion Savings Bank2002 - Present
The Bank of New York 1986 - 2001
Education
MARYWOOD COLLEGE
Bachelor of Arts, Elementary Education/Minor in Math
University of Massachusetts, Amherst
MBA, Business Administration
University of Scranton
Masters of Science, Elem.Education
Tina Smith's The Bank of New York Experience 2001 - 2002
Job CoOwner of Fluid Junction
Industry Information Technology and Services
Experience
Fluid Junction November 2009 - Present
Donald A. Gardner Architects, Inc. May 2002 - October 2009
The Bank of New York 2001 - 2002
The Development Group 1997 - 2001
Skills
SEO, Advertising, Social Media Marketing, Customer Service, E-commerce, Marketing, Entrepreneurship, Social Networking, Marketing Strategy, Public Relations, New Business Development, Start-ups, Marketing Communications, Social Media
Education
University of North Florida
Florida State College at Jacksonville
Baldwin Jr. Sr. High School
Fluid Junction November 2009 - Present
Donald A. Gardner Architects, Inc. May 2002 - October 2009
The Bank of New York 2001 - 2002
The Development Group 1997 - 2001
Skills
SEO, Advertising, Social Media Marketing, Customer Service, E-commerce, Marketing, Entrepreneurship, Social Networking, Marketing Strategy, Public Relations, New Business Development, Start-ups, Marketing Communications, Social Media
Education
University of North Florida
Florida State College at Jacksonville
Baldwin Jr. Sr. High School
christoper hayes christoper hayes's The Bank of New York Experience 1982 - 1987
Job Managing Director at CLSA
Industry Capital Markets
Experience
CLSA January 2013 - Present
Credit Agricole CIB July 2007 - May 2013
SetClear July 2007 - January 2012
Cogent Inc 1996 - 2007
The FINS Group May 1990 - October 1996
Ernst & Young 1988 - 1990
The Bank of New York 1982 - 1987
Dreyfus 1978 - 1981
Skills
Equities, Capital Markets, Derivatives, Securities, Trading, Fixed Income, Trading Systems, Electronic Trading, Settlement, Back Office, Risk Management, Business Analysis, Middle Office, Product Development, Financial Markets, Credit Derivatives, Investment Banking, Equity Derivatives, Hedge Funds, Financial Risk, Interest Rate..., Banking, Management, Bloomberg, FX Options, Market Data, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance, Computer Science
University of Missouri-Columbia 1971 — 1975
BS, Chemistry
CLSA January 2013 - Present
Credit Agricole CIB July 2007 - May 2013
SetClear July 2007 - January 2012
Cogent Inc 1996 - 2007
The FINS Group May 1990 - October 1996
Ernst & Young 1988 - 1990
The Bank of New York 1982 - 1987
Dreyfus 1978 - 1981
Skills
Equities, Capital Markets, Derivatives, Securities, Trading, Fixed Income, Trading Systems, Electronic Trading, Settlement, Back Office, Risk Management, Business Analysis, Middle Office, Product Development, Financial Markets, Credit Derivatives, Investment Banking, Equity Derivatives, Hedge Funds, Financial Risk, Interest Rate..., Banking, Management, Bloomberg, FX Options, Market Data, Equity Trading
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance, Computer Science
University of Missouri-Columbia 1971 — 1975
BS, Chemistry
Gregg Weintraub Gregg Weintraub's The Bank of New York Experience July 1985 - July 1987
Job VicePresident at State Street Corp
Industry Investment Management
Experience
State Street Corp July 2007 - Present
State Street Corp October 2002 - July 2007
J&W Seligman & Co. July 1987 - October 2002
The Bank of New York July 1985 - July 1987
Skills
Performance Measurement, Business Analysis, Compliance, Outsourcing, Data Warehousing, Middle Office, Front Office, Asset Management, Derivatives, Investments, Vendor Management, Alternative Investments, Process Improvement, Strategic Planning, SharePoint, Business Architecture, Global Client Management, Fixed Income, Equities, Analysis, Asset Managment, Business Intelligence, Finance, Financial Services, Management
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance
EMHS 1975 — 1980
State Street Corp July 2007 - Present
State Street Corp October 2002 - July 2007
J&W Seligman & Co. July 1987 - October 2002
The Bank of New York July 1985 - July 1987
Skills
Performance Measurement, Business Analysis, Compliance, Outsourcing, Data Warehousing, Middle Office, Front Office, Asset Management, Derivatives, Investments, Vendor Management, Alternative Investments, Process Improvement, Strategic Planning, SharePoint, Business Architecture, Global Client Management, Fixed Income, Equities, Analysis, Asset Managment, Business Intelligence, Finance, Financial Services, Management
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BSE, Finance
EMHS 1975 — 1980
Oliver Fissé Oliver Fissé's The Bank of New York Experience July 1995 - November 1997
Job Architect at IBM Software Group
Industry Information Technology and Services
Experience
IBM Software Group (SWG) July 2000 - Present
Siemens Energy and Automation September 1999 - August 2000
Syntel Inc. November 1997 - September 1999
The Bank of New York July 1995 - November 1997
Metro Information Services June 1994 - July 1995
Elvia Vie, Life Insurance July 1992 - April 1994
Skills
Websphere, SOA, WebSphere MQ, WebSphere Message Broker, z/OS, Java, Integration, WebSphere Application..., Enterprise Architecture, Middleware, EAI, ESB, Solution Architecture, WebSphere, DB2, Unix, SDLC
Education
University of Geneva 1988 — 1991
College de Candolle 1984 — 1988
IBM Software Group (SWG) July 2000 - Present
Siemens Energy and Automation September 1999 - August 2000
Syntel Inc. November 1997 - September 1999
The Bank of New York July 1995 - November 1997
Metro Information Services June 1994 - July 1995
Elvia Vie, Life Insurance July 1992 - April 1994
Skills
Websphere, SOA, WebSphere MQ, WebSphere Message Broker, z/OS, Java, Integration, WebSphere Application..., Enterprise Architecture, Middleware, EAI, ESB, Solution Architecture, WebSphere, DB2, Unix, SDLC
Education
University of Geneva 1988 — 1991
College de Candolle 1984 — 1988
Jacy Bloom-LaBadie 720-746-2473's The Bank of New York Experience October 2002 - January 2004
Job Principal Recruiter at Bradsby Group
Industry Chemicals
Experience
Bradsby Group January 2013 - Present
Building Services Group September 2010 - January 2013
Lexmark March 2008 - April 2010
Ink and Toner USA March 2007 - March 2008
PulteGroup January 2004 - March 2007
The Bank of New York October 2002 - January 2004
Skills
Recruiting, Sales, Contract Negotiation, Cold Calling, Account Management, Energy, Sales Management, New Business Development, Negotiation, Customer Service, Sales Process, Drilling, Sales Presentations, Forecasting, Project Management, Strategic Planning, Team Building, Budgets, CRM, Microsoft Office, Microsoft Excel, Marketing, Pricing, Building Relationships, Human Resources, Industrial Chemicals, Fine Chemicals, Industrial Coatings, Coatings, Coatings Technology, Adhesives, UV coating, Manufacturing, Polymers, Polymer Chemistry, Resin, Polyurethane, Chemical Industry, Raw Materials, Oil & Gas Industry, Powder Coating, Protective Coatings
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor's, Finance
Bradsby Group January 2013 - Present
Building Services Group September 2010 - January 2013
Lexmark March 2008 - April 2010
Ink and Toner USA March 2007 - March 2008
PulteGroup January 2004 - March 2007
The Bank of New York October 2002 - January 2004
Skills
Recruiting, Sales, Contract Negotiation, Cold Calling, Account Management, Energy, Sales Management, New Business Development, Negotiation, Customer Service, Sales Process, Drilling, Sales Presentations, Forecasting, Project Management, Strategic Planning, Team Building, Budgets, CRM, Microsoft Office, Microsoft Excel, Marketing, Pricing, Building Relationships, Human Resources, Industrial Chemicals, Fine Chemicals, Industrial Coatings, Coatings, Coatings Technology, Adhesives, UV coating, Manufacturing, Polymers, Polymer Chemistry, Resin, Polyurethane, Chemical Industry, Raw Materials, Oil & Gas Industry, Powder Coating, Protective Coatings
Education
University of Central Florida - College of Business Administration 1998 — 2002
Bachelor's, Finance
Jeff Thibault Jeff Thibault's The Bank of New York Experience 1998 - 2004
Job Partner SC Equity at GW&K Investment Management
Industry Investment Management
Experience
Gannett Welsh & Kotler September 2004 - Present
The Bank of New York 1998 - 2004
State Street Bank 1993 - 1996
Skills
Portfolio Management, Financial Services, Fixed Income, Equities, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Bloomberg, Mutual Funds, Series 7, Investment Strategies, Investment Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of Vermont 1987 — 1991
BS, Business and Finance
Gannett Welsh & Kotler September 2004 - Present
The Bank of New York 1998 - 2004
State Street Bank 1993 - 1996
Skills
Portfolio Management, Financial Services, Fixed Income, Equities, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Bloomberg, Mutual Funds, Series 7, Investment Strategies, Investment Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA
University of Vermont 1987 — 1991
BS, Business and Finance
Lydia Ho Lydia Ho's The Bank of New York Experience December 2006 - June 2008
Job Home Retention Negotiator at Stewart Title
Industry Financial Services
Experience
Stewart Title February 2012 - Present
Grocers Supply Company/ Star Industrial Co./ Southwestern National Bank July 2010 - February 2012
United States Census Bureau April 2010 - June 2010
The Bank of New York December 2006 - June 2008
H-E-B Grocery Company December 2002 - November 2006
H-E-B Grocery Company December 2002 - November 2006
H-E-B Grocery Company December 2002 - November 2006
H-E-B Grocery Company December 2002 - November 2006
U.S. Equal Employment Opportunity Commission January 2003 - June 2003
Skills
Credit, Finance, Accounts Receivable, Payroll, Outlook, Analysis, Leadership, Training, Access, Management, PeopleSoft, Accounting, Portfolio Management, Microsoft Excel
Education
University of Houston
BBA, Business Management and Asian Studies
University of Houston, C.T. Bauer College of Business
Business, Management
Alief Elsik High School
Stewart Title February 2012 - Present
Grocers Supply Company/ Star Industrial Co./ Southwestern National Bank July 2010 - February 2012
United States Census Bureau April 2010 - June 2010
The Bank of New York December 2006 - June 2008
H-E-B Grocery Company December 2002 - November 2006
H-E-B Grocery Company December 2002 - November 2006
H-E-B Grocery Company December 2002 - November 2006
H-E-B Grocery Company December 2002 - November 2006
U.S. Equal Employment Opportunity Commission January 2003 - June 2003
Skills
Credit, Finance, Accounts Receivable, Payroll, Outlook, Analysis, Leadership, Training, Access, Management, PeopleSoft, Accounting, Portfolio Management, Microsoft Excel
Education
University of Houston
BBA, Business Management and Asian Studies
University of Houston, C.T. Bauer College of Business
Business, Management
Alief Elsik High School
Mark Cucarese Mark Cucarese's The Bank of New York Experience 1985 - 1996
Job Vice President at DTCC
Industry Financial Services
Experience
DTCC May 1996 - Present
Center for Creative Leadership 2010 - 2010
The Bank of New York 1985 - 1996
Skills
Securities, Mutual Funds, Program Management, Corporate Actions, Integration, Vendor Management, Banking, Equities, Security, Software Development, Fixed Income, Business Analysis, Derivatives, Financial Services, Trading
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Securities Industry Institute (SII)
Saint John's University 1981 — 1985
B.S., Computer Science, Business
DTCC May 1996 - Present
Center for Creative Leadership 2010 - 2010
The Bank of New York 1985 - 1996
Skills
Securities, Mutual Funds, Program Management, Corporate Actions, Integration, Vendor Management, Banking, Equities, Security, Software Development, Fixed Income, Business Analysis, Derivatives, Financial Services, Trading
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Securities Industry Institute (SII)
Saint John's University 1981 — 1985
B.S., Computer Science, Business
Tom Maple's The Bank of New York Experience March 2003 - March 2004
Job
Industry Financial Services
Experience
U.S. Bank Corporate Trust Services December 2004 - Present
Skijammers Ski and Snowboard School 1980 - Present
The Bank of New York March 2003 - March 2004
US Bank April 2002 - March 2003
Merrill Lynch April 2000 - April 2002
Wells Fargo Bank Minnesota, N.A. September 1988 - March 2000
Education
University of Minnesota 1981 — 1985
Bachelor of Science
U.S. Bank Corporate Trust Services December 2004 - Present
Skijammers Ski and Snowboard School 1980 - Present
The Bank of New York March 2003 - March 2004
US Bank April 2002 - March 2003
Merrill Lynch April 2000 - April 2002
Wells Fargo Bank Minnesota, N.A. September 1988 - March 2000
Education
University of Minnesota 1981 — 1985
Bachelor of Science
Mark Ashnault's The Bank of New York Experience February 2000 - September 2001
Job
Industry Information Technology and Services
Experience
Solix Inc. June 2010 - Present
MF Global April 2008 - June 2010
Refco Securities September 2001 - May 2008
The Bank of New York February 2000 - September 2001
Bank of February 2000 - September 2001
C.N.A. Insurance May 2001 - July 2001
Viacom/MTV Production Dept January 1997 - January 2000
MTV Networks 1997 - 2000
Warner Lambert Managed Health Care December 1996 - January 1997
International Flavors & Fragrances November 1995 - December 1996
Skills
Databases, Microsoft SQL Server, Data Warehousing, Software Development, Management, Database Design, Business Analysis, Disaster Recovery, .NET, Equities, Fixed Income, JSP, Java, Java Enterprise Edition, Oracle, Performance Tuning, Project Management, SQL, Sybase, Testing, Vendor Management, Web Applications, XML
Education
University of Scranton 1983 — 1987
Bachelor of Science, Computer Science
University of Scranton, College of Arts and Sciences 1983 — 1987
Bachelor of Science, Computer Science
Solix Inc. June 2010 - Present
MF Global April 2008 - June 2010
Refco Securities September 2001 - May 2008
The Bank of New York February 2000 - September 2001
Bank of February 2000 - September 2001
C.N.A. Insurance May 2001 - July 2001
Viacom/MTV Production Dept January 1997 - January 2000
MTV Networks 1997 - 2000
Warner Lambert Managed Health Care December 1996 - January 1997
International Flavors & Fragrances November 1995 - December 1996
Skills
Databases, Microsoft SQL Server, Data Warehousing, Software Development, Management, Database Design, Business Analysis, Disaster Recovery, .NET, Equities, Fixed Income, JSP, Java, Java Enterprise Edition, Oracle, Performance Tuning, Project Management, SQL, Sybase, Testing, Vendor Management, Web Applications, XML
Education
University of Scranton 1983 — 1987
Bachelor of Science, Computer Science
University of Scranton, College of Arts and Sciences 1983 — 1987
Bachelor of Science, Computer Science
William Tucci's The Bank of New York Experience July 1985 - March 1990
Job at Saratoga Financial Systems
Industry Information Technology and Services
Experience
Saratoga Financial Systems December 2008 - Present
JPMorgan Chase April 1990 - December 2007
The Bank of New York July 1985 - March 1990
Skills
SDLC, Testing, Analysis, Mainframe, Visio, Requirements Analysis, Business Requirements, Systems Analysis, COBOL, Business Analysis, User Acceptance Testing, Integration, PMP, Management, Software Project..., IT Management, IT Strategy, PMO, Software Documentation, MS Project, Requirements Gathering, Business Intelligence, Business Process, Business Process..., Vendor Management
Education
University of Rochester 1970 — 1974
BA, Economics
Saratoga Financial Systems December 2008 - Present
JPMorgan Chase April 1990 - December 2007
The Bank of New York July 1985 - March 1990
Skills
SDLC, Testing, Analysis, Mainframe, Visio, Requirements Analysis, Business Requirements, Systems Analysis, COBOL, Business Analysis, User Acceptance Testing, Integration, PMP, Management, Software Project..., IT Management, IT Strategy, PMO, Software Documentation, MS Project, Requirements Gathering, Business Intelligence, Business Process, Business Process..., Vendor Management
Education
University of Rochester 1970 — 1974
BA, Economics
Christine Podber's The Bank of New York Experience August 2003 - September 2006
Job Career Counselor at Manhattanville College
Industry Higher Education
Experience
Manhattanville College September 2010 - Present
Norwalk Community College September 2009 - May 2010
University of Bridgeport January 2008 - May 2010
The Bank of New York August 2003 - September 2006
The Detroit Institute of Arts March 2002 - May 2003
Fifth Third Bancorp September 2001 - March 2002
Fifth Third Bancorp August 2000 - September 2001
Chase Manhattan Bank October 1998 - June 2001
Chase Manhattan Bank April 1996 - October 1998
Time Products, Inc November 1995 - April 1996
Skills
Resume Writing, Career Counseling, Career Assessment, Cover Letters, Interview Preparation, Career Development, Student Development, New Hire Orientations, Higher Education, Employee Benefits, Data Entry, Recruiting, Nonprofits, Human Resources, Interviews, Staff Development, College Recruiting, Time Management, Student Affairs, Job Search
Education
University of Bridgeport 2007 — 2010
Master of Science
University of Dayton
Bachelor of Arts
Manhattanville College September 2010 - Present
Norwalk Community College September 2009 - May 2010
University of Bridgeport January 2008 - May 2010
The Bank of New York August 2003 - September 2006
The Detroit Institute of Arts March 2002 - May 2003
Fifth Third Bancorp September 2001 - March 2002
Fifth Third Bancorp August 2000 - September 2001
Chase Manhattan Bank October 1998 - June 2001
Chase Manhattan Bank April 1996 - October 1998
Time Products, Inc November 1995 - April 1996
Skills
Resume Writing, Career Counseling, Career Assessment, Cover Letters, Interview Preparation, Career Development, Student Development, New Hire Orientations, Higher Education, Employee Benefits, Data Entry, Recruiting, Nonprofits, Human Resources, Interviews, Staff Development, College Recruiting, Time Management, Student Affairs, Job Search
Education
University of Bridgeport 2007 — 2010
Master of Science
University of Dayton
Bachelor of Arts
Brendan Nedzi's The Bank of New York Experience 2002 - 2003
Job Sr. Risk Management Executive | Credit Portfolio Management | Capital Planning & Review (CapPR) | Stress Testing (CCAR)
Industry Financial Services
Experience
CIT 2009 - Present
Personal Consulting Firm 2007 - 2009
BNY Mellon 2003 - 2007
The Bank of New York 2002 - 2003
The Bank of New York 2001 - 2002
The Bank of New York 1992 - 2001
First Chicago 1986 - 1992
Skills
Financial Risk, Risk Management, Portfolio Management, Credit, Asset Management, Due Diligence, Management, Basel II, Restructuring, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Loans, Basel III
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA Master of Business Administration, Finance
University of Michigan 1979 — 1984
BGS Bachelor of General Studies, Economics and Computer Science focus
CIT 2009 - Present
Personal Consulting Firm 2007 - 2009
BNY Mellon 2003 - 2007
The Bank of New York 2002 - 2003
The Bank of New York 2001 - 2002
The Bank of New York 1992 - 2001
First Chicago 1986 - 1992
Skills
Financial Risk, Risk Management, Portfolio Management, Credit, Asset Management, Due Diligence, Management, Basel II, Restructuring, Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Loans, Basel III
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA Master of Business Administration, Finance
University of Michigan 1979 — 1984
BGS Bachelor of General Studies, Economics and Computer Science focus
David Hirasawa's The Bank of New York Experience 2000 - 2002
Job Director Finance & Accounting at Grand America Hotels & Resorts, Inc.
Industry Hospitality
Experience
Grand America Hotels & Resorts, Inc. May 2015 - Present
Grand America Hotels & Resorts, Inc. May 2014 - Present
Steamboat Ski & Resort Corp. October 2011 - August 2013
The Canyons September 2009 - September 2011
Talisker Mountain, Inc. January 2008 - September 2009
American Skiing Company July 2003 - December 2007
The Bank Of New York 2000 - 2002
Skills
Financial Modeling, Analysis, Investment Banking, Financial Analysis, Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Economics (Finance & Management)
Grand America Hotels & Resorts, Inc. May 2015 - Present
Grand America Hotels & Resorts, Inc. May 2014 - Present
Steamboat Ski & Resort Corp. October 2011 - August 2013
The Canyons September 2009 - September 2011
Talisker Mountain, Inc. January 2008 - September 2009
American Skiing Company July 2003 - December 2007
The Bank Of New York 2000 - 2002
Skills
Financial Modeling, Analysis, Investment Banking, Financial Analysis, Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Economics (Finance & Management)
Bryan Hayden's The Bank of New York Experience 2004 - 2006
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Sun National Bank September 2013 - December 2014
Citi August 2012 - September 2013
Barclaycard April 2009 - August 2012
Bank of America September 2007 - April 2009
Capstone Analytics June 2006 - September 2007
The Bank of New York 2004 - 2006
Skills
Portfolio Management, Banking, Credit, SAS, Financial Modeling, Risk Management, Financial Analysis, Credit Risk, Analytics, VBA, Business Analysis, Financial Risk, Process Improvement, Forecasting, Data Analysis, Business Process..., Customer Experience, Financial Services, Credit Cards, Fraud, Loans, Relationship Management, Analysis, Retail Banking, Credit Analysis, Consumer Lending, SAS programming
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
Master of Arts (M.A.), Economics
University of Minnesota-Duluth 1999 — 2003
Bachelor of Arts (B.A.), Economics
Wells Fargo December 2014 - Present
Sun National Bank September 2013 - December 2014
Citi August 2012 - September 2013
Barclaycard April 2009 - August 2012
Bank of America September 2007 - April 2009
Capstone Analytics June 2006 - September 2007
The Bank of New York 2004 - 2006
Skills
Portfolio Management, Banking, Credit, SAS, Financial Modeling, Risk Management, Financial Analysis, Credit Risk, Analytics, VBA, Business Analysis, Financial Risk, Process Improvement, Forecasting, Data Analysis, Business Process..., Customer Experience, Financial Services, Credit Cards, Fraud, Loans, Relationship Management, Analysis, Retail Banking, Credit Analysis, Consumer Lending, SAS programming
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
Master of Arts (M.A.), Economics
University of Minnesota-Duluth 1999 — 2003
Bachelor of Arts (B.A.), Economics
Tarun Varma, CFA's The Bank of New York Experience January 2005 - May 2006
Job Assistant Vice President Economic Capital, Market & Credit Risk Analysis
Industry Investment Management
Experience
Pacific Life October 2008 - Present
Barton Cotton May 2006 - October 2008
The Bank Of New York January 2005 - May 2006
Bank of America (Formerly MBNA America) 1998 - 2005
Skills
Economic Capital, Exotic Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Credit Risk, Equity Valuation, Replication, Portfolio Optimization, Financial Modeling, Predictive Modeling, Optimization Algorithms, Bloomberg
Education
University of Maryland College Park 2007 — 2008
Masters, Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA, Finance
University of Delaware 1998 — 2002
Bachelor Of Science, Computer Science
Pacific Life October 2008 - Present
Barton Cotton May 2006 - October 2008
The Bank Of New York January 2005 - May 2006
Bank of America (Formerly MBNA America) 1998 - 2005
Skills
Economic Capital, Exotic Derivatives, Equity Derivatives, Interest Rate..., Credit Derivatives, Credit Risk, Equity Valuation, Replication, Portfolio Optimization, Financial Modeling, Predictive Modeling, Optimization Algorithms, Bloomberg
Education
University of Maryland College Park 2007 — 2008
Masters, Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2008
MBA, Finance
University of Delaware 1998 — 2002
Bachelor Of Science, Computer Science
Owen Perrin's The Bank of New York Experience June 2000 - August 2006
Job Financial Solutions Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2015 - Present
Wilmington Trust a Division of M&T Bank March 2012 - February 2015
Wilmington Trust a Division of M&T Bank June 2010 - March 2012
Wilmington Trust October 2006 - May 2010
The Bank of New York June 2000 - August 2006
BUYandHOLD.com June 1999 - March 2000
Prudential Financial 1996 - 1999
Prudential 1990 - 1999
Prudential Securities 1990 - 1995
Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.)
New York Institute of Technology - NYC 1985 — 1987
Architecture
La Salle Academy 1980 — 1984
Diploma, General
Pershing, a BNY Mellon company March 2015 - Present
Wilmington Trust a Division of M&T Bank March 2012 - February 2015
Wilmington Trust a Division of M&T Bank June 2010 - March 2012
Wilmington Trust October 2006 - May 2010
The Bank of New York June 2000 - August 2006
BUYandHOLD.com June 1999 - March 2000
Prudential Financial 1996 - 1999
Prudential 1990 - 1999
Prudential Securities 1990 - 1995
Skills
Strategic Planning, Contract Negotiation, Risk Management, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Mutual Funds, Program Management, Leadership, Six Sigma, Change Management, Management, Cross-functional Team..., Strategy
Education
State University of New York at Buffalo 1985 — 1990
Bachelor of Arts (B.A.)
New York Institute of Technology - NYC 1985 — 1987
Architecture
La Salle Academy 1980 — 1984
Diploma, General
Ann Moresco's The Bank of New York Experience July 1995 - April 2006
Job Consultant
Industry Retail
Experience
Northern New Jersey/New York area July 2014 - Present
Next Door Consignment Boutique May 2006 - Present
Linea A - Designs from Argentina September 2008 - Present
Continental Stock Transfer & Trust Company November 2012 - October 2013
Live Out Loud Antique and Vintage Clothing September 2006 - March 2011
The Bank of New York July 1995 - April 2006
First Fidelity Bancorp April 1994 - July 1995
Guardian Life Insurance Company April 1984 - April 1994
Skills
New Business Development, Strategic Planning, Competitive Analysis, Equities, Sales, Marketing, Financial Services, Relationship Management, Marketing Communications, Marketing Strategy, Entrepreneurship, Finance, Securities
Education
Wine and Spirits Educational Trust (WSET)
Level III - Advanced Certification
University of Arizona
Geology
University of Tennessee-Knoxville
West Orange High School
Northern New Jersey/New York area July 2014 - Present
Next Door Consignment Boutique May 2006 - Present
Linea A - Designs from Argentina September 2008 - Present
Continental Stock Transfer & Trust Company November 2012 - October 2013
Live Out Loud Antique and Vintage Clothing September 2006 - March 2011
The Bank of New York July 1995 - April 2006
First Fidelity Bancorp April 1994 - July 1995
Guardian Life Insurance Company April 1984 - April 1994
Skills
New Business Development, Strategic Planning, Competitive Analysis, Equities, Sales, Marketing, Financial Services, Relationship Management, Marketing Communications, Marketing Strategy, Entrepreneurship, Finance, Securities
Education
Wine and Spirits Educational Trust (WSET)
Level III - Advanced Certification
University of Arizona
Geology
University of Tennessee-Knoxville
West Orange High School
Steven Eldredge's The Bank of New York Experience March 2005 - January 2008
Job Relationship Manager at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon July 2009 - Present
The Bank of New York Mellon January 2008 - July 2009
The Bank of New York Mellon January 2008 - July 2009
The Bank of New York March 2005 - January 2008
Education
University of Phoenix 2007 — 2009
BSF, Finance
The Bank of New York Mellon July 2009 - Present
The Bank of New York Mellon January 2008 - July 2009
The Bank of New York Mellon January 2008 - July 2009
The Bank of New York March 2005 - January 2008
Education
University of Phoenix 2007 — 2009
BSF, Finance
Karen Frans's The Bank of New York Experience October 1999 - May 2005
Job Data Warehouse/Business Intelligence Developer
Industry Information Technology and Services
Experience
The Ottawa Hospital February 2011 - Present
The Bank of New York October 1999 - May 2005
Salmon Limited June 1998 - August 1999
Canadian Western Bank January 1995 - March 1998
Canadian Western Bank October 1992 - December 1994
Skills
Data Modeling, Data Warehousing, ETL, T-SQL, Databases, Systems Analysis, Business Intelligence, Business Analysis, Healthcare Information..., Requirements Analysis, Data Analysis, SDLC, Sybase IQ, Sybase Adaptive Server, PowerBuilder, Banking, OBIEE, IBM Cognos Data Manager
Education
University of Alberta 1988 — 1992
Bsc Mathematics
The Ottawa Hospital February 2011 - Present
The Bank of New York October 1999 - May 2005
Salmon Limited June 1998 - August 1999
Canadian Western Bank January 1995 - March 1998
Canadian Western Bank October 1992 - December 1994
Skills
Data Modeling, Data Warehousing, ETL, T-SQL, Databases, Systems Analysis, Business Intelligence, Business Analysis, Healthcare Information..., Requirements Analysis, Data Analysis, SDLC, Sybase IQ, Sybase Adaptive Server, PowerBuilder, Banking, OBIEE, IBM Cognos Data Manager
Education
University of Alberta 1988 — 1992
Bsc Mathematics
Dave Hourigan's The Bank of New York Experience March 2003 - September 2004
Job Process and Controls Manager at LGI Homes
Industry Computer Hardware
Experience
LGI Homes October 2014 - Present
Hewlett-Packard June 2009 - October 2014
Ernst & Young November 2006 - February 2009
Dixon Hughes PLLC November 2004 - November 2006
The Bank of New York March 2003 - September 2004
National Futures Association 1999 - 2002
Skills
SOX, Audit, Internal Audit, Internal Controls, Financial Analysis, Compliance, Auditing, SEC reporting, Financial Reporting, GAAP, Risk Assessment, Risk Management, Fraud, Compliance Audits, Data Analysis, AML, SAS70, Banking, Fraud Investigations, Sarbanes-Oxley Act, SEC filings
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration
LGI Homes October 2014 - Present
Hewlett-Packard June 2009 - October 2014
Ernst & Young November 2006 - February 2009
Dixon Hughes PLLC November 2004 - November 2006
The Bank of New York March 2003 - September 2004
National Futures Association 1999 - 2002
Skills
SOX, Audit, Internal Audit, Internal Controls, Financial Analysis, Compliance, Auditing, SEC reporting, Financial Reporting, GAAP, Risk Assessment, Risk Management, Fraud, Compliance Audits, Data Analysis, AML, SAS70, Banking, Fraud Investigations, Sarbanes-Oxley Act, SEC filings
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration
Alexandra Singleton's The Bank of New York Experience November 2004 - October 2006
Job Administrative
Industry Banking
Experience
JPMorgan Chase & Co. August 2014 - April 2015
JPMorgan Chase & Co. June 2012 - July 2014
JPMorgan Chase October 2006 - May 2012
The Bank of New York November 2004 - October 2006
Bank of New November 2004 - March 2006
ACS February 2004 - May 2004
CVS June 2002 - December 2003
Skills
Management, Leadership, Customer Service, PowerPoint, Finance, Loans, Banking, Auditing, Branch Banking, Branch Management, Microsoft Office, Sales
Education
University of Phoenix 2004 — 2006
Masters, Financial Management
University of Hartford
Bachelors of Science, Business Administration; Management
JPMorgan Chase & Co. August 2014 - April 2015
JPMorgan Chase & Co. June 2012 - July 2014
JPMorgan Chase October 2006 - May 2012
The Bank of New York November 2004 - October 2006
Bank of New November 2004 - March 2006
ACS February 2004 - May 2004
CVS June 2002 - December 2003
Skills
Management, Leadership, Customer Service, PowerPoint, Finance, Loans, Banking, Auditing, Branch Banking, Branch Management, Microsoft Office, Sales
Education
University of Phoenix 2004 — 2006
Masters, Financial Management
University of Hartford
Bachelors of Science, Business Administration; Management
Philip Steinkrauss's The Bank of New York Experience 2003 - 2006
Job Vice President, Finance and Business Planning at Doral Financial Corporation
Industry Banking
Experience
Citi June 2015 - Present
Doral Financial Corporation June 2012 - May 2015
Barclaycard US November 2011 - June 2012
Wilmington Trust 2007 - September 2011
Wells Fargo Auto Finance 2006 - 2007
The Bank of New York 2003 - 2006
Fleet Credit Card Services 1998 - 2000
The Bank of New York 1994 - 1998
First USA Bank 1993 - 1994
Skills
Banking, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Financial Services, Credit, Loans, Financial Modeling, Credit Risk
Education
Villanova University 2000 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
MS in Economics, Finance & Strategic Management
Citi June 2015 - Present
Doral Financial Corporation June 2012 - May 2015
Barclaycard US November 2011 - June 2012
Wilmington Trust 2007 - September 2011
Wells Fargo Auto Finance 2006 - 2007
The Bank of New York 2003 - 2006
Fleet Credit Card Services 1998 - 2000
The Bank of New York 1994 - 1998
First USA Bank 1993 - 1994
Skills
Banking, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Financial Services, Credit, Loans, Financial Modeling, Credit Risk
Education
Villanova University 2000 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
MS in Economics, Finance & Strategic Management
Rafe Schoenfeld's The Bank of New York Experience 1991 - 1994
Job Executive Director, Compliance Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
JPMorgan Chase June 2008 - Present
JPMorgan Investor Services July 2007 - June 2008
JPMorgan September 1994 - July 2007
The Bank of New York 1991 - 1994
Skills
Securities, Mutual Funds, Hedge Funds, Fixed Income, Financial Regulation, Financial Services, Investment Banking, Financial Markets, Management, Corporate Actions, Fund Administration, Insurance, Operational Risk, Bonds, Finance, CRM, Financial Analysis, Global Custody, Credit, Settlement
Education
University of Rochester 1984 — 1988
BA, English
Jim Blyskal's The Bank of New York Experience 2004 - 2006
Job Collection Strategy Manager at US Bank
Industry Financial Services
Experience
US Bank May 2009 - Present
CampusDoor/Lehman Brothers December 2006 - September 2008
The Bank of New York 2004 - 2006
The Bank of New York 2001 - 2004
The Bank of New York 1997 - 2001
The Bank of New York 1995 - 1997
NatWest Bank 1995 - 1995
CoreStates Bank 1992 - 1995
Skills
Risk Management, Credit, Credit Risk, Portfolio Management, Strategy, Credit Cards, Loans, Financial Services, Financial Risk, Retail Banking, Consumer Lending, Analysis, Analytics, Small Business Lending, Due Diligence, Underwriting, Leadership
Education
University of Delaware 1982 — 1987
Bachelor of Science (B.S.), Accounting and Finance
US Bank May 2009 - Present
CampusDoor/Lehman Brothers December 2006 - September 2008
The Bank of New York 2004 - 2006
The Bank of New York 2001 - 2004
The Bank of New York 1997 - 2001
The Bank of New York 1995 - 1997
NatWest Bank 1995 - 1995
CoreStates Bank 1992 - 1995
Skills
Risk Management, Credit, Credit Risk, Portfolio Management, Strategy, Credit Cards, Loans, Financial Services, Financial Risk, Retail Banking, Consumer Lending, Analysis, Analytics, Small Business Lending, Due Diligence, Underwriting, Leadership
Education
University of Delaware 1982 — 1987
Bachelor of Science (B.S.), Accounting and Finance
Ed Lipson's The Bank of New York Experience January 1977 - July 2007
Job VP at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon July 2007 - Present
BNY Mellon July 2007 - Present
The Bank of New York January 1977 - July 2007
Skills
Fixed Income, Disaster Recovery, Risk Management, Financial Services, Capital Markets, Banking, Equities, Portfolio Management, Business Analysis, SDLC, IT Management, Investments, Trading, Securities, Asset Management, Financial Markets, Investment Banking, Hedge Funds, Alternative Investments, Derivatives, Relationship Management, Bloomberg, Project Portfolio..., Middle Office, IT Strategy, Financial Risk, Vendor Management, Integration, Operational Risk..., Mutual Funds, Enterprise Risk..., Mergers & Acquisitions, Trading Systems, Business Continuity
Education
University of Rochester 1973 — 1977
Bank of New York Mellon July 2007 - Present
BNY Mellon July 2007 - Present
The Bank of New York January 1977 - July 2007
Skills
Fixed Income, Disaster Recovery, Risk Management, Financial Services, Capital Markets, Banking, Equities, Portfolio Management, Business Analysis, SDLC, IT Management, Investments, Trading, Securities, Asset Management, Financial Markets, Investment Banking, Hedge Funds, Alternative Investments, Derivatives, Relationship Management, Bloomberg, Project Portfolio..., Middle Office, IT Strategy, Financial Risk, Vendor Management, Integration, Operational Risk..., Mutual Funds, Enterprise Risk..., Mergers & Acquisitions, Trading Systems, Business Continuity
Education
University of Rochester 1973 — 1977
Adam Puhle's The Bank of New York Experience April 2003 - November 2005
Job Vice President Client Service Manager
Industry Financial Services
Experience
Citi October 2010 - Present
Citi November 2005 - September 2010
The Bank of New York April 2003 - November 2005
Skills
Financial Services, Mutual Funds, Risk Management, Relationship Management, Global Custody, Asset Management, Corporate Actions, Settlement, Alternative Investments, Fixed Income, Equities, Securities, Derivatives, SWIFT payments, Middle Office, Mortgage Lending, Back Office, Microsoft Excel, Bonds, Options, Fund Accounting, Private Equity, Investment Banking
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
Citi October 2010 - Present
Citi November 2005 - September 2010
The Bank of New York April 2003 - November 2005
Skills
Financial Services, Mutual Funds, Risk Management, Relationship Management, Global Custody, Asset Management, Corporate Actions, Settlement, Alternative Investments, Fixed Income, Equities, Securities, Derivatives, SWIFT payments, Middle Office, Mortgage Lending, Back Office, Microsoft Excel, Bonds, Options, Fund Accounting, Private Equity, Investment Banking
Education
University of Florida - Warrington College of Business Administration 1999 — 2003
Jessica Chase's The Bank of New York Experience February 1994 - June 1996
Job Senior Vice President Business Development at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services December 2008 - Present
Atlantic Fund Services January 2008 - December 2008
Citigroup August 2005 - December 2007
Citigroup November 2003 - August 2005
Forum Financial Group July 2001 - November 2003
Fidelity Investments September 1999 - July 2001
Fidelity Investments June 1996 - September 1999
The Bank of New York February 1994 - June 1996
Skills
Mutual Funds, Financial Services, Hedge Funds, Fund Accounting, Securities, Business Analysis, Financial Analysis, Asset Managment, Equities, Vendor Management, Portfolio Management, Relationship Management, Fixed Income, Investments, Fund Administration
Education
University of Maine 1991 — 2001
Bachelor of Science, Accounting
Atlantic Fund Services December 2008 - Present
Atlantic Fund Services January 2008 - December 2008
Citigroup August 2005 - December 2007
Citigroup November 2003 - August 2005
Forum Financial Group July 2001 - November 2003
Fidelity Investments September 1999 - July 2001
Fidelity Investments June 1996 - September 1999
The Bank of New York February 1994 - June 1996
Skills
Mutual Funds, Financial Services, Hedge Funds, Fund Accounting, Securities, Business Analysis, Financial Analysis, Asset Managment, Equities, Vendor Management, Portfolio Management, Relationship Management, Fixed Income, Investments, Fund Administration
Education
University of Maine 1991 — 2001
Bachelor of Science, Accounting
Johanna Tokunaga's The Bank of New York Experience February 2004 - Present
Job Vice President at The Bank of New York Mellon Trust Company
Industry Financial Services
Experience
The Bank of New York February 2004 - Present
Bank of Hawaii December 1987 - February 2004
Skills
Financial Analysis, Project Management, Asset Management, Financial Services, Asset Managment, Management, Relationship Management, Banking, Portfolio Management, Strategic Planning, Financial Risk, Risk Management, Investments, Wealth Management, Team Building, Securities
Education
University of Hawaii - Shidler College of Business 1996 — 2000
MBA, International Business
University of California, Davis 1983 — 1987
B.S., Managerial Economics
The Bank of New York February 2004 - Present
Bank of Hawaii December 1987 - February 2004
Skills
Financial Analysis, Project Management, Asset Management, Financial Services, Asset Managment, Management, Relationship Management, Banking, Portfolio Management, Strategic Planning, Financial Risk, Risk Management, Investments, Wealth Management, Team Building, Securities
Education
University of Hawaii - Shidler College of Business 1996 — 2000
MBA, International Business
University of California, Davis 1983 — 1987
B.S., Managerial Economics
Kimberly Forster's The Bank of New York Experience 2006 - 2007
Job Wealth Management Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management 2007 - December 2008
The Bank of New York 2006 - 2007
Intercos America 2004 - 2006
VF Intimates 2002 - 2003
VF Intimates 2000 - 2002
Education
University of Maryland College Park 1995 — 2000
BNY Mellon Wealth Management 2007 - December 2008
The Bank of New York 2006 - 2007
Intercos America 2004 - 2006
VF Intimates 2002 - 2003
VF Intimates 2000 - 2002
Education
University of Maryland College Park 1995 — 2000
Dennis Pidherny's The Bank of New York Experience June 1987 - July 1997
Job Senior Director at Fitch Ratings
Industry Insurance
Experience
Fitch Ratings August 2010 - Present
Ambac Assurance Corporation June 2009 - August 2010
Ambac Assurance Corporation/Everspan Financial Guarantee Corp. June 2008 - June 2009
Ambac Assurance Corporation July 1997 - June 2008
The Bank of New York June 1987 - July 1997
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance, Accounting & Economics
University of Rochester 1982 — 1986
BA, Economics & Organizational Psychology
Fitch Ratings August 2010 - Present
Ambac Assurance Corporation June 2009 - August 2010
Ambac Assurance Corporation/Everspan Financial Guarantee Corp. June 2008 - June 2009
Ambac Assurance Corporation July 1997 - June 2008
The Bank of New York June 1987 - July 1997
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance, Accounting & Economics
University of Rochester 1982 — 1986
BA, Economics & Organizational Psychology
Jim Harte's The Bank of New York Experience June 1985 - June 2007
Job Commercial Lending Executive
Industry Banking
Experience
Investors Bank June 2013 - Present
Enterprise National Bank, NJ February 2009 - June 2013
The Bank of New York June 1985 - June 2007
Skills
C&I Lending, Commercial Lending, Small Business Lending, Middle Market, Loans, Credit, Portfolio Management, Credit Risk, Commercial Banking, Financial Risk, Banking, Credit Analysis, Underwriting, Retail Banking, Financial Analysis, Commercial Mortgages, Consumer Lending
Education
University of Notre Dame 1974 — 1978
BBA, Business
Investors Bank June 2013 - Present
Enterprise National Bank, NJ February 2009 - June 2013
The Bank of New York June 1985 - June 2007
Skills
C&I Lending, Commercial Lending, Small Business Lending, Middle Market, Loans, Credit, Portfolio Management, Credit Risk, Commercial Banking, Financial Risk, Banking, Credit Analysis, Underwriting, Retail Banking, Financial Analysis, Commercial Mortgages, Consumer Lending
Education
University of Notre Dame 1974 — 1978
BBA, Business
Paul Pinera's The Bank of New York Experience November 2004 - July 2005
Job Financial Consultant at Metropolitan Life Insurance Company
Industry Financial Services
Experience
MetLife Investments June 2005 - Present
The Bank of New York November 2004 - July 2005
AT&T Wireless 2002 - 2004
Skills
Financial Reporting, Accounting, MIS, PeopleSoft, Automation, Microsoft Office, SQL, Crystal Reports, BI Publisher, Statuatory Reporting, GAAP Reporting, Investments, Project Planning, MS Project, MS Visio, Test Planning, User Acceptance Testing, Workflow Design, System Administration, Financial Systems...
Education
University of Central Florida 2000 — 2002
Bachelor of Science, Management of Information Systems
University of Tampa - John H. Sykes College of Business
Accounting
MetLife Investments June 2005 - Present
The Bank of New York November 2004 - July 2005
AT&T Wireless 2002 - 2004
Skills
Financial Reporting, Accounting, MIS, PeopleSoft, Automation, Microsoft Office, SQL, Crystal Reports, BI Publisher, Statuatory Reporting, GAAP Reporting, Investments, Project Planning, MS Project, MS Visio, Test Planning, User Acceptance Testing, Workflow Design, System Administration, Financial Systems...
Education
University of Central Florida 2000 — 2002
Bachelor of Science, Management of Information Systems
University of Tampa - John H. Sykes College of Business
Accounting
Jeff Ronald's The Bank of New York Experience October 1996 - December 2007
Job President/CEO AFLCIO Employees Federal Credit Union
Industry Banking
Experience
AFL-CIO Employees FCU 2009 - Present
The Bank of New York October 1996 - December 2007
Bank of America March 1992 - September 1996
Maryland National Bank 1989 - 1992
Equitable Trust Bank 1968 - 1989
Education
University of Maryland College Park 1977 — 1980
Banking
Baltimore College of Commerce 1965 — 1969
AFL-CIO Employees FCU 2009 - Present
The Bank of New York October 1996 - December 2007
Bank of America March 1992 - September 1996
Maryland National Bank 1989 - 1992
Equitable Trust Bank 1968 - 1989
Education
University of Maryland College Park 1977 — 1980
Banking
Baltimore College of Commerce 1965 — 1969
Christine Herrick's The Bank of New York Experience April 1993 - February 1997
Job Director, UBS Investment Bank Financial Institutions Group
Industry Financial Services
Experience
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank 2009 - 2010
JPMorgan February 1997 - May 2008
The Bank of New York April 1993 - February 1997
HSBC April 1984 - April 1993
Skills
Leveraged Finance, Banking, Finance, Insurance, Capital Markets, Investment Banking, Fixed Income, Credit Risk, Derivatives, Structured Finance, Hedge Funds, Equities, Corporate Finance, Financial Structuring, Securitization, Credit Analysis, Credit, Financial Institutions, Portfolio Management, Financial Modeling, Syndications, Valuation, Risk Management, Commercial Banking, Funding, Securities
Education
University of Pittsburgh
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank 2009 - 2010
JPMorgan February 1997 - May 2008
The Bank of New York April 1993 - February 1997
HSBC April 1984 - April 1993
Skills
Leveraged Finance, Banking, Finance, Insurance, Capital Markets, Investment Banking, Fixed Income, Credit Risk, Derivatives, Structured Finance, Hedge Funds, Equities, Corporate Finance, Financial Structuring, Securitization, Credit Analysis, Credit, Financial Institutions, Portfolio Management, Financial Modeling, Syndications, Valuation, Risk Management, Commercial Banking, Funding, Securities
Education
University of Pittsburgh
BA
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Arthur Dunn's The Bank of New York Experience May 2003 - December 2006
Job Active Directory Architect at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon December 2006 - Present
The Bank of New York May 2003 - December 2006
Pershing September 1997 - May 2003
Mercer December 1996 - September 1997
Ohaus Corporation December 1988 - November 1996
Kearfott Guidance and Navigation November 1986 - December 1988
Skills
SAN, Active Directory, Disaster Recovery, NAS, Virtualization, DFS, Security
Education
University of Rhode Island 1982 — 1986
BSEE, Electrical Engineering
Bank of New York Mellon December 2006 - Present
The Bank of New York May 2003 - December 2006
Pershing September 1997 - May 2003
Mercer December 1996 - September 1997
Ohaus Corporation December 1988 - November 1996
Kearfott Guidance and Navigation November 1986 - December 1988
Skills
SAN, Active Directory, Disaster Recovery, NAS, Virtualization, DFS, Security
Education
University of Rhode Island 1982 — 1986
BSEE, Electrical Engineering
Louise Mary Berna's The Bank of New York Experience January 1998 - March 2005
Job Director at Barclaycard US
Industry Banking
Experience
Barclaycard April 2005 - Present
The Bank of New York January 1998 - March 2005
Skills
Credit Cards, Credit Risk, Credit, Risk Management, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BA, Economics
Barclaycard April 2005 - Present
The Bank of New York January 1998 - March 2005
Skills
Credit Cards, Credit Risk, Credit, Risk Management, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BA, Economics
Marcus Gandy's The Bank of New York Experience May 2006 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Chase December 2014 - Present
Wells Fargo December 2008 - December 2013
The Bank of New York May 2006 - March 2008
JPMorgan Chase May 2005 - May 2006
JPMorgan Chase February 2003 - May 2005
Skills
Financial Analysis, Portfolio Management, Cash Management, Banking, Bloomberg, Financial Modeling, Finance, Accounting, Analysis
Education
University of Houston 1997 — 2002
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Finance
Chase December 2014 - Present
Wells Fargo December 2008 - December 2013
The Bank of New York May 2006 - March 2008
JPMorgan Chase May 2005 - May 2006
JPMorgan Chase February 2003 - May 2005
Skills
Financial Analysis, Portfolio Management, Cash Management, Banking, Bloomberg, Financial Modeling, Finance, Accounting, Analysis
Education
University of Houston 1997 — 2002
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Finance
Kelly Trinh's The Bank of New York Experience 2005 - 2008
Job Corporate Trust Analyst at The Bank Of New York Mellon
Industry Banking
Experience
The Bank of New York 2005 - 2008
Education
University of Houston-Downtown 1994 — 1999
The Bank of New York 2005 - 2008
Education
University of Houston-Downtown 1994 — 1999
David Graf's The Bank of New York Experience 2004 - Present
Job Relationship Manager at The Bank of New York
Industry Financial Services
Experience
The Bank of New York 2004 - Present
Education
University of Cincinnati College of Business
The Bank of New York 2004 - Present
Education
University of Cincinnati College of Business
Jeff Kinney, CFA's The Bank of New York Experience July 1997 - March 2008
Job Investment Operations Manager at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan May 2014 - Present
People's United Bank August 2010 - May 2014
US Bank 2008 - September 2010
The Bank of New York July 1997 - March 2008
First Chicago NBD 1993 - 1997
LaSalle National Bank 1986 - 1993
Skills
Customer Relations, Team Building, Structured Finance, Corporate Trust, Bonds, Fixed Income, Finance, Securities, Portfolio Management, Asset Management, Corporate Finance, Management, Financial Analysis, Financial Services, Customer Service, Middle Office, Banking, Treasury Management, Due Diligence, Capital Markets, Trading, Equities, Relationship Management, Investments
Education
University of Illinois at Chicago 1983 — 1986
Economics, Accounting, Finance
Blue Cross Blue Shield of Michigan May 2014 - Present
People's United Bank August 2010 - May 2014
US Bank 2008 - September 2010
The Bank of New York July 1997 - March 2008
First Chicago NBD 1993 - 1997
LaSalle National Bank 1986 - 1993
Skills
Customer Relations, Team Building, Structured Finance, Corporate Trust, Bonds, Fixed Income, Finance, Securities, Portfolio Management, Asset Management, Corporate Finance, Management, Financial Analysis, Financial Services, Customer Service, Middle Office, Banking, Treasury Management, Due Diligence, Capital Markets, Trading, Equities, Relationship Management, Investments
Education
University of Illinois at Chicago 1983 — 1986
Economics, Accounting, Finance
Emil Rosini's The Bank of New York Experience 1994 - 2001
Job Director at Citi
Industry Financial Services
Experience
Citi May 2001 - Present
The Bank of New York 1994 - 2001
Paine Webber September 1992 - September 1994
Skills
Securities, Fixed Income, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Financial Services, Banking, Derivatives
Education
University of Delaware 1988 — 1992
BS, Business
Paramus High School 1985 — 1988
Citi May 2001 - Present
The Bank of New York 1994 - 2001
Paine Webber September 1992 - September 1994
Skills
Securities, Fixed Income, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Financial Services, Banking, Derivatives
Education
University of Delaware 1988 — 1992
BS, Business
Paramus High School 1985 — 1988
Erica Quick's The Bank of New York Experience January 2007 - July 2007
Job Executive Recruiter at CSI Search
Industry Accounting
Experience
CSI Search Independent Insurance AgentAmerican Family Life Assurance CompanyJanuary 2008 - July 2008
Seasons 52 January 2008 - April 2008
Target Corporation August 2007 - December 2007
The Bank of New York January 2007 - July 2007
Education
University of South Florida 2003 — 2006
Bachelors, Communications
CSI Search Independent Insurance AgentAmerican Family Life Assurance CompanyJanuary 2008 - July 2008
Seasons 52 January 2008 - April 2008
Target Corporation August 2007 - December 2007
The Bank of New York January 2007 - July 2007
Education
University of South Florida 2003 — 2006
Bachelors, Communications
Matthew Chodos's The Bank of New York Experience December 2000 - September 2005
Job Director FP&A BlackRock Alternatives and Institutional Client Business
Industry Financial Services
Experience
BlackRock June 2013 - Present
ARTIO GLOBAL September 2008 - May 2013
Morgan Stanley September 2005 - September 2008
The Bank of New York December 2000 - September 2005
KPMG September 1998 - December 2000
Skills
Financial Analysis, Financial Reporting, Corporate Development, Business Planning, Strategic Financial..., Financial Planning, Accounting, Business Strategy, Forecasting, Budgeting, Strategic Planning, Investor Relations, Asset Managment, IPO, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Asset Management, Budgets, Finance, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance / Economics
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance and Accounting
BlackRock June 2013 - Present
ARTIO GLOBAL September 2008 - May 2013
Morgan Stanley September 2005 - September 2008
The Bank of New York December 2000 - September 2005
KPMG September 1998 - December 2000
Skills
Financial Analysis, Financial Reporting, Corporate Development, Business Planning, Strategic Financial..., Financial Planning, Accounting, Business Strategy, Forecasting, Budgeting, Strategic Planning, Investor Relations, Asset Managment, IPO, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Asset Management, Budgets, Finance, Financial Modeling, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance / Economics
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Finance and Accounting
Joseph Theodate, CQF's The Bank of New York Experience January 2003 - June 2006
Job AVP, Global Markets Finance at
Industry Investment Banking
Experience
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management June 2006 - July 2007
The Bank of New York January 2003 - June 2006
Skills
Quantitative Finance
Education
CQF Institute 2008 — 2008
CQF, Certificate in Quantitative Finance (CQF) - Delegate
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
University of Central Florida
BSBA, Finance
University of Maryland University College
MS, Finance
Bank of America August 2010 - Present
GlobeOp Financial Services April 2007 - September 2010
HSBC Asset Management June 2006 - July 2007
The Bank of New York January 2003 - June 2006
Skills
Quantitative Finance
Education
CQF Institute 2008 — 2008
CQF, Certificate in Quantitative Finance (CQF) - Delegate
Institut Des Hautes Etudes Commerciales et Economiques 1993 — 1998
BS, Economics
University of Central Florida
BSBA, Finance
University of Maryland University College
MS, Finance
Stephen Sutcliffe's The Bank of New York Experience August 2005 - February 2008
Job Financial Services Professional looking for new opportunities in New York
Industry Financial Services
Experience
BNY Mellon September 2012 - September 2014
BNY Mellon February 2008 - September 2012
The Bank of New York August 2005 - February 2008
BGC Partners February 2005 - September 2005
HBOS July 2001 - February 2005
Haliafx GTWB 2000 - 2001
Skills
FX, Fixed Income, Customer Relations, Securities, Microsoft Office, Excel, Debt, Corporate Trust, Capital Markets, FX Options, Money Market, Emerging Markets, Securitization, Bonds, Corporate Actions, Middle Office, Global Custody, Settlement, Securities Lending, Back Office, Collateral Management, Financial Services, Prime Brokerage, Relationship Management, Structured Finance, Structured Products
Education
University of Derby 1996 — 2000
BNY Mellon September 2012 - September 2014
BNY Mellon February 2008 - September 2012
The Bank of New York August 2005 - February 2008
BGC Partners February 2005 - September 2005
HBOS July 2001 - February 2005
Haliafx GTWB 2000 - 2001
Skills
FX, Fixed Income, Customer Relations, Securities, Microsoft Office, Excel, Debt, Corporate Trust, Capital Markets, FX Options, Money Market, Emerging Markets, Securitization, Bonds, Corporate Actions, Middle Office, Global Custody, Settlement, Securities Lending, Back Office, Collateral Management, Financial Services, Prime Brokerage, Relationship Management, Structured Finance, Structured Products
Education
University of Derby 1996 — 2000
Gary Herzog's The Bank of New York Experience 1988 - 2007
Job Managing Director at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB 2007 - Present
Calyon Securities, Inc. March 2007 - December 2010
BNY Capital Markets (Bank of New York) 1992 - 2007
The Bank of New York 1988 - 2007
BNY Capital Markets 1988 - 2007
Bank of New York Mellon 1988 - 2007
McKinsey & Co. January 1991 - November 1992
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
MBA, Finance
Credit Agricole CIB 2007 - Present
Calyon Securities, Inc. March 2007 - December 2010
BNY Capital Markets (Bank of New York) 1992 - 2007
The Bank of New York 1988 - 2007
BNY Capital Markets 1988 - 2007
Bank of New York Mellon 1988 - 2007
McKinsey & Co. January 1991 - November 1992
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
MBA, Finance
Corby Fulton's The Bank of New York Experience January 1994 - April 1996
Job AVP, Governance & FCRA Lead at Barclay Card US
Industry Banking
Experience
Barclay Card US January 2015 - Present
Sallie Mae May 2009 - December 2014
JP Morgan Chase March 2007 - October 2008
MBNA America November 2004 - October 2006
MBNA America February 2001 - November 2004
MBNA America April 2000 - February 2001
MBNA America March 1997 - April 2000
MBNA America May 1996 - March 1997
The Bank of New York January 1994 - April 1996
Skills
People Management, Credit Cards, Credit, Banking, Analysis, Relationship Management, Performance Reporting, Contract Management, Contract Negotiation, Project Management, Management, Forecasting, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, Business Development, Testing
Education
University of Delaware 1991 — 1993
Delaware Tech. 1988 — 1991
Certificate, Banking
Barclay Card US January 2015 - Present
Sallie Mae May 2009 - December 2014
JP Morgan Chase March 2007 - October 2008
MBNA America November 2004 - October 2006
MBNA America February 2001 - November 2004
MBNA America April 2000 - February 2001
MBNA America March 1997 - April 2000
MBNA America May 1996 - March 1997
The Bank of New York January 1994 - April 1996
Skills
People Management, Credit Cards, Credit, Banking, Analysis, Relationship Management, Performance Reporting, Contract Management, Contract Negotiation, Project Management, Management, Forecasting, Process Improvement, Financial Services, Vendor Management, Risk Management, Business Analysis, Business Development, Testing
Education
University of Delaware 1991 — 1993
Delaware Tech. 1988 — 1991
Certificate, Banking
Daniela Mitchell's The Bank of New York Experience 2006 - 2010
Job Manager at Morgan Stanley with the Investment Management Group
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Bank of New York Mellon September 2006 - July 2013
The Bank of New York 2006 - 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Management, Microsoft Excel, Mutual Funds, Accounting, Securities, Risk Management
Education
University of Hartford 2001 — 2005
BSBA, Business Management
Morgan Stanley August 2013 - Present
Bank of New York Mellon September 2006 - July 2013
The Bank of New York 2006 - 2010
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Management, Microsoft Excel, Mutual Funds, Accounting, Securities, Risk Management
Education
University of Hartford 2001 — 2005
BSBA, Business Management
Margaret Bond's The Bank of New York Experience February 1996 - August 1997
Job Director at MUFG Union Bank
Industry Financial Services
Experience
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
James Westerfeld's The Bank of New York Experience June 2006 - September 2008
Job Operations Supervisor
Industry Logistics and Supply Chain
Experience
JB Hunt September 2008 - Present
The Bank of New York June 2006 - September 2008
Skills
Team Building
Education
Utica College 2002 — 2006
B.S., Management
University of Rochester 2001 — 2002
JB Hunt September 2008 - Present
The Bank of New York June 2006 - September 2008
Skills
Team Building
Education
Utica College 2002 — 2006
B.S., Management
University of Rochester 2001 — 2002
Ashley Keniston, MBA's The Bank of New York Experience January 2010 - February 2011
Job Global Clearance Associate at Pershing
Industry Financial Services
Experience
Pershing February 2011 - Present
The Bank of New York January 2010 - February 2011
Bank of New York Mellon June 2007 - January 2010
Skills
Financial Reporting, Financial Analysis, Financial Services, Account Reconciliation, Securities, Financial Modeling, Trading, Accounting, Portfolio Management, Derivatives, Mutual Funds, Settlement
Education
University of Central Florida 2011 — 2013
PMBA, Business Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration Finance
Pershing February 2011 - Present
The Bank of New York January 2010 - February 2011
Bank of New York Mellon June 2007 - January 2010
Skills
Financial Reporting, Financial Analysis, Financial Services, Account Reconciliation, Securities, Financial Modeling, Trading, Accounting, Portfolio Management, Derivatives, Mutual Funds, Settlement
Education
University of Central Florida 2011 — 2013
PMBA, Business Administration
University of Central Florida 2003 — 2007
Bachelor of Science, Business Administration Finance
Francis Curry's The Bank of New York Experience October 2003 - August 2006
Job VP; Consultant − Systems Engineer at Bank of America
Industry Telecommunications
Experience
Bank of America September 2013 - Present
Avaya February 2013 - September 2013
Avaya August 2006 - February 2013
The Bank of New York October 2003 - August 2006
Dimension Data January 2001 - October 2003
Zetapharm, Inc. December 1996 - January 2001
Skills
Troubleshooting, Avaya, Disaster Recovery, Telecommunications, VoIP, LAN-WAN, ISDN, Linux, Telephony, CCNA, SIP, Networking, Switches, IP, Routing, Video Conferencing, Network Architecture, IVR, WAN, Unified Communications, Testing, Cisco Technologies, TDM, T1, TCP/IP, H.323, Voice Mail, Unified Messaging, Cisco Call Manager, CTI, MPLS, Wireless, VPN, Ethernet, Routers, Contact Centers, ACD, Network Engineering, Network Design, SIP Trunking, QoS, System Deployment, Managed Services, Data Center, IP PBX, Wireshark, Avaya Communication..., Call Centers, Cisco IOS, Wireless Networking
Education
University of Mary Washington 1990 — 1994
Bachelor of Science, Environmental Science
Bank of America September 2013 - Present
Avaya February 2013 - September 2013
Avaya August 2006 - February 2013
The Bank of New York October 2003 - August 2006
Dimension Data January 2001 - October 2003
Zetapharm, Inc. December 1996 - January 2001
Skills
Troubleshooting, Avaya, Disaster Recovery, Telecommunications, VoIP, LAN-WAN, ISDN, Linux, Telephony, CCNA, SIP, Networking, Switches, IP, Routing, Video Conferencing, Network Architecture, IVR, WAN, Unified Communications, Testing, Cisco Technologies, TDM, T1, TCP/IP, H.323, Voice Mail, Unified Messaging, Cisco Call Manager, CTI, MPLS, Wireless, VPN, Ethernet, Routers, Contact Centers, ACD, Network Engineering, Network Design, SIP Trunking, QoS, System Deployment, Managed Services, Data Center, IP PBX, Wireshark, Avaya Communication..., Call Centers, Cisco IOS, Wireless Networking
Education
University of Mary Washington 1990 — 1994
Bachelor of Science, Environmental Science
Diane Joan Costello's The Bank of New York Experience June 2002 - October 2005
Job ANSERA CAPITAL PARTNERS
Industry Banking
Experience
Ansera Capital Partners March 2012 - Present
TD Bank Group April 2011 - June 2011
Patriot National Bank November 2009 - December 2010
Streetmarc Advertising & Marketing, LLC August 2010 - October 2010
Silver Hill Hospital 2008 - 2008
J.P. Morgan 2006 - 2006
The Bank of New York June 2002 - October 2005
Citigroup June 1990 - September 2001
Citigroup 1990 - 2001
Skills
Outlook, Word, Excel, PowerPoint, Microsoft Office, Compliance, Event Management, Public Relations, Administrative Support, Microsoft Excel, Administrative..., Microsoft Word, Banking, Teamwork, CRM, Time Management, Management, Marketing
Education
The University of Connecticut 1986 — 1991
Yes, English
University of Connecticut 1985 — 1990
Bachelor's Degree, Communication/English
Ansera Capital Partners March 2012 - Present
TD Bank Group April 2011 - June 2011
Patriot National Bank November 2009 - December 2010
Streetmarc Advertising & Marketing, LLC August 2010 - October 2010
Silver Hill Hospital 2008 - 2008
J.P. Morgan 2006 - 2006
The Bank of New York June 2002 - October 2005
Citigroup June 1990 - September 2001
Citigroup 1990 - 2001
Skills
Outlook, Word, Excel, PowerPoint, Microsoft Office, Compliance, Event Management, Public Relations, Administrative Support, Microsoft Excel, Administrative..., Microsoft Word, Banking, Teamwork, CRM, Time Management, Management, Marketing
Education
The University of Connecticut 1986 — 1991
Yes, English
University of Connecticut 1985 — 1990
Bachelor's Degree, Communication/English
Dennis Gniewosz's The Bank of New York Experience 1988 - 1991
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JP Morgan August 2009 - Present
JP Morgan 2000 - July 2009
JP Morgan 1994 - 2000
The Chase Manhattan Bank 1992 - 1994
The Bank of New York 1988 - 1991
The Chase Manhattan Bank 1985 - 1988
The Morgan Guaranty Trust Co. of New York 1982 - 1985
Skills
Financial Services, Banking, Risk Management, Management, Strategy, Relationship Management, Product Management, Treasury Management, Cash Management, Emerging Payments, Series 63, Technological Innovation, Capital Markets, Consulting, Fixed Income, Payments, Selling, Financial Institutions, Treasury Services, Portfolio Management, Exceptional People..., Payment Systems
Education
University of Rochester 1978 — 1982
BA
JP Morgan August 2009 - Present
JP Morgan 2000 - July 2009
JP Morgan 1994 - 2000
The Chase Manhattan Bank 1992 - 1994
The Bank of New York 1988 - 1991
The Chase Manhattan Bank 1985 - 1988
The Morgan Guaranty Trust Co. of New York 1982 - 1985
Skills
Financial Services, Banking, Risk Management, Management, Strategy, Relationship Management, Product Management, Treasury Management, Cash Management, Emerging Payments, Series 63, Technological Innovation, Capital Markets, Consulting, Fixed Income, Payments, Selling, Financial Institutions, Treasury Services, Portfolio Management, Exceptional People..., Payment Systems
Education
University of Rochester 1978 — 1982
BA
James T. Kirby's The Bank of New York Experience February 2002 - July 2006
Job Manager Client Service Adminstration
Industry Financial Services
Experience
Computershare US January 2012 - Present
BNY Mellon July 2006 - December 2011
The Bank of New York February 2002 - July 2006
The Bank of New York January 1992 - February 2002
Education
University of Maryland College Park
BS, Education, Business
Computershare US January 2012 - Present
BNY Mellon July 2006 - December 2011
The Bank of New York February 2002 - July 2006
The Bank of New York January 1992 - February 2002
Education
University of Maryland College Park
BS, Education, Business
Bertram Tang's The Bank of New York Experience 1987 - 1995
Job SVP at Mizuho Corporate Bank
Industry Banking
Experience
Mizuho 2009 - Present
Mizuho Bank 2003 - Present
The Dai-Ichi Kangyo Bank 1995 - 2003
The Bank of New York 1987 - 1995
Skills
Credit Analysis, Portfolio Management, Investment Banking, Commercial Banking, Capital Markets, Financial Services, Banking, Structured Finance, Corporate Finance, Derivatives, Credit Risk, Leadership, Financial Modeling, Financial Structuring, Equities, Leveraged Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Mizuho 2009 - Present
Mizuho Bank 2003 - Present
The Dai-Ichi Kangyo Bank 1995 - 2003
The Bank of New York 1987 - 1995
Skills
Credit Analysis, Portfolio Management, Investment Banking, Commercial Banking, Capital Markets, Financial Services, Banking, Structured Finance, Corporate Finance, Derivatives, Credit Risk, Leadership, Financial Modeling, Financial Structuring, Equities, Leveraged Finance, Risk Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Frank Accovelli's The Bank of New York Experience May 1985 - February 1992
Job Manager, Business Consulting TRM at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets January 2014 - Present
EMC October 2009 - August 2013
AllianceBernstein L.P. January 2008 - April 2009
Alliance Capital Management/AllianceBernstein December 1998 - December 2007
Alliance Capital Management January 1995 - November 1998
Alliance Capital Management July 1993 - December 1994
Equitable Capital Management Corp. March 1992 - June 1993
The Bank of New York May 1985 - February 1992
The Bank of New York March 1984 - April 1985
The Bank of New York October 1983 - March 1984
Skills
Fixed Income, Asset Managment, Middle Office, Financial Services, Mutual Funds, Derivatives, Securities, Bloomberg, Trading Systems, Equities, Hedge Funds, User Acceptance Testing, S.W.I.F.T. Messaging, Capital Markets, Strategy, Banking, Asset Management, SDLC, Settlement, Portfolio Management, Project Management, Trading, FX Options, Software Documentation, Financial Risk, Analysis, Business Analysis, SharePoint, Quality Center, Valuation, CRM, Corporate Actions, Account Reconciliation, Bonds, Management, Risk Management, Investment Banking, Options, Investments, Market Data, Back Office, Emerging Markets, Electronic Trading, Operational Risk..., Relationship Management, Financial Modeling, Cash Management, Business Requirements, Internal Controls, PMO
Education
University of Dayton 1977 — 1981
B.S., Business Administration
Sapient Global Markets January 2014 - Present
EMC October 2009 - August 2013
AllianceBernstein L.P. January 2008 - April 2009
Alliance Capital Management/AllianceBernstein December 1998 - December 2007
Alliance Capital Management January 1995 - November 1998
Alliance Capital Management July 1993 - December 1994
Equitable Capital Management Corp. March 1992 - June 1993
The Bank of New York May 1985 - February 1992
The Bank of New York March 1984 - April 1985
The Bank of New York October 1983 - March 1984
Skills
Fixed Income, Asset Managment, Middle Office, Financial Services, Mutual Funds, Derivatives, Securities, Bloomberg, Trading Systems, Equities, Hedge Funds, User Acceptance Testing, S.W.I.F.T. Messaging, Capital Markets, Strategy, Banking, Asset Management, SDLC, Settlement, Portfolio Management, Project Management, Trading, FX Options, Software Documentation, Financial Risk, Analysis, Business Analysis, SharePoint, Quality Center, Valuation, CRM, Corporate Actions, Account Reconciliation, Bonds, Management, Risk Management, Investment Banking, Options, Investments, Market Data, Back Office, Emerging Markets, Electronic Trading, Operational Risk..., Relationship Management, Financial Modeling, Cash Management, Business Requirements, Internal Controls, PMO
Education
University of Dayton 1977 — 1981
B.S., Business Administration
Judi Odhiambo's The Bank of New York Experience March 2006 - October 2006
Job Loss Sensitive Analyst at Chartis
Industry Insurance
Experience
Chartis December 2006 - Present
The Bank of New York March 2006 - October 2006
Education
University of Central Oklahoma 1999 — 2002
Business, Finance
Chartis December 2006 - Present
The Bank of New York March 2006 - October 2006
Education
University of Central Oklahoma 1999 — 2002
Business, Finance
Lloyd Otani's The Bank of New York Experience December 1990 - June 2005
Job Sandor Development Company, Director Special Projects
Industry Real Estate
Experience
Sandor Development Company February 2008 - Present
Sand Capital February 2008 - Present
The Bank of New York December 1990 - June 2005
Skills
Real Estate, Financial Modeling, Investments, Contract Negotiation, Due Diligence, Asset Managment, Private Equity, Operations Management, Financial Analysis, Valuation, Real Estate Development, Negotiation, Real Estate Transactions, Investment Properties, Finance, Commercial Real Estate, Capital Markets, Business Strategy, Asset Management, Mergers & Acquisitions, Disposition
Education
University of Arizona
Finance, Finance
Sandor Development Company February 2008 - Present
Sand Capital February 2008 - Present
The Bank of New York December 1990 - June 2005
Skills
Real Estate, Financial Modeling, Investments, Contract Negotiation, Due Diligence, Asset Managment, Private Equity, Operations Management, Financial Analysis, Valuation, Real Estate Development, Negotiation, Real Estate Transactions, Investment Properties, Finance, Commercial Real Estate, Capital Markets, Business Strategy, Asset Management, Mergers & Acquisitions, Disposition
Education
University of Arizona
Finance, Finance
Alexander Andreyev's The Bank of New York Experience June 2010 - May 2011
Job Contractor at R J Depaul and Associates
Industry Information Technology and Services
Experience
Mylan October 2013 - May 2014
Highmark May 2011 - March 2013
The Bank of New York June 2010 - May 2011
The Bank of New York Mellon Contracting - TEKsystems January 2010 - March 2010
The Bank of New York November 2007 - November 2009
Skills
Vendor Management, Lotus Notes, SDLC, SharePoint, Software Project..., PMP, Program Management, ITIL, IT Management, Software Documentation, Access, Project Management, Visio, Disaster Recovery, Business Analysis, Microsoft Excel, Testing, MS Project, Microsoft Exchange, Project Coordination, Process Improvement, SQL, Security, Requirements Analysis, IT Service Management, Databases, Integration
Education
University of Pittsburgh 1998 — 2006
BA, Computer Engineering
Mylan October 2013 - May 2014
Highmark May 2011 - March 2013
The Bank of New York June 2010 - May 2011
The Bank of New York Mellon Contracting - TEKsystems January 2010 - March 2010
The Bank of New York November 2007 - November 2009
Skills
Vendor Management, Lotus Notes, SDLC, SharePoint, Software Project..., PMP, Program Management, ITIL, IT Management, Software Documentation, Access, Project Management, Visio, Disaster Recovery, Business Analysis, Microsoft Excel, Testing, MS Project, Microsoft Exchange, Project Coordination, Process Improvement, SQL, Security, Requirements Analysis, IT Service Management, Databases, Integration
Education
University of Pittsburgh 1998 — 2006
BA, Computer Engineering
Fred Ball's The Bank of New York Experience 1972 - 2002
Job Business Manager at Scarsdale Adult School
Industry Education Management
Experience
Scarsdale Adult School November 2007 - March 2012
The Bank of New York 1972 - 2002
Education
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Finance
Williams College 1963 — 1967
BA, Economics
Scarsdale Adult School November 2007 - March 2012
The Bank of New York 1972 - 2002
Education
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Finance
Williams College 1963 — 1967
BA, Economics
John Stohlmann's The Bank of New York Experience April 2002 - March 2007
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Vice PresidentWells Fargo2007 - Present
The Bank of New York April 2002 - March 2007
NCNB Bank, N.A. 1977 - 1993
Education
University of Nebraska-Lincoln 1962 — 1964
BS in BA, Finance and Economics
Wells Fargo Bank, N.A. Vice PresidentWells Fargo2007 - Present
The Bank of New York April 2002 - March 2007
NCNB Bank, N.A. 1977 - 1993
Education
University of Nebraska-Lincoln 1962 — 1964
BS in BA, Finance and Economics
Jim Longshaw's The Bank of New York Experience October 2006 - May 2007
Job Financial Services Professional
Industry Banking
Experience
Alfa K, LLC October 2009 - Present
First National Bank of Omaha April 2008 - October 2009
The CCS Companies June 2007 - January 2008
The Bank of New York October 2006 - May 2007
The Bank of New York February 2003 - October 2006
The Bank of New York January 1996 - February 2003
The Bank of New York October 1992 - January 1996
Skills
Banking, Consumer Lending, Call Centers, Loan Servicing, Credit Risk, Insurance, Management, Program Management, Credit Cards, Loans, Financial Services, Mortgage Lending, Customer Service, Credit, Business Analysis, Forecasting, Portfolio Management, Analysis, New Business Development, Loan Origination, Process Improvement, Strategy, SDLC, Outsourcing, Budgets
Education
University of Delaware 1981 — 1984
Business and Criminal Law
University of Delaware
ABA Graduate, Bankcard Management
Alfa K, LLC October 2009 - Present
First National Bank of Omaha April 2008 - October 2009
The CCS Companies June 2007 - January 2008
The Bank of New York October 2006 - May 2007
The Bank of New York February 2003 - October 2006
The Bank of New York January 1996 - February 2003
The Bank of New York October 1992 - January 1996
Skills
Banking, Consumer Lending, Call Centers, Loan Servicing, Credit Risk, Insurance, Management, Program Management, Credit Cards, Loans, Financial Services, Mortgage Lending, Customer Service, Credit, Business Analysis, Forecasting, Portfolio Management, Analysis, New Business Development, Loan Origination, Process Improvement, Strategy, SDLC, Outsourcing, Budgets
Education
University of Delaware 1981 — 1984
Business and Criminal Law
University of Delaware
ABA Graduate, Bankcard Management
Kenneth Downer's The Bank of New York Experience December 1995 - December 2006
Job Financial Services Professional
Industry Financial Services
Experience
Payment Alliance International April 2010 - Present
JPMorgan Chase December 2006 - December 2009
The Bank of New York December 1995 - December 2006
Putnam Trust Company October 1992 - November 1995
Sears, Roebuck & Co. July 1994 - August 1995
Skills
Banking, Loans, Sales Management, Marketing, New Business Development, Customer Service, Financial Services
Education
American Institute of Banking
General Banking Degree
University of Connecticut
Bachelor of Science, Mathematics and Statistics
Payment Alliance International April 2010 - Present
JPMorgan Chase December 2006 - December 2009
The Bank of New York December 1995 - December 2006
Putnam Trust Company October 1992 - November 1995
Sears, Roebuck & Co. July 1994 - August 1995
Skills
Banking, Loans, Sales Management, Marketing, New Business Development, Customer Service, Financial Services
Education
American Institute of Banking
General Banking Degree
University of Connecticut
Bachelor of Science, Mathematics and Statistics
Jeff Haney's The Bank of New York Experience August 2008 - Present
Job Vice President (Private Equity) at BNY Mellon
Industry Financial Services
Experience
The Bank of New York August 2008 - Present
Skills
Fund Accounting, Equities, Fixed Income, Hedge Funds, Bloomberg, Fund Administration, Alternative Investments, Derivatives, Asset Management, Investments, Financial Analysis, Asset Allocation, Options, Microsoft Word, Corporate Actions, Financial Statements, Team Building, Financial Accounting, Project Management, Internal Controls, Management, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Account Reconciliation, Fund Of Funds, Private Equity, Financial Reporting, Accounting, Prime Brokerage, Portfolio Management, Financial Services, Capital Markets, Financial Modeling, Securities, Middle Office
Education
University of Central Florida 2002 — 2007
B.A., Political Science
University of Central Florida - College of Business Administration 2002 — 2007
B.A., Economics
The Bank of New York August 2008 - Present
Skills
Fund Accounting, Equities, Fixed Income, Hedge Funds, Bloomberg, Fund Administration, Alternative Investments, Derivatives, Asset Management, Investments, Financial Analysis, Asset Allocation, Options, Microsoft Word, Corporate Actions, Financial Statements, Team Building, Financial Accounting, Project Management, Internal Controls, Management, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Account Reconciliation, Fund Of Funds, Private Equity, Financial Reporting, Accounting, Prime Brokerage, Portfolio Management, Financial Services, Capital Markets, Financial Modeling, Securities, Middle Office
Education
University of Central Florida 2002 — 2007
B.A., Political Science
University of Central Florida - College of Business Administration 2002 — 2007
B.A., Economics
Patricia Maleski's The Bank of New York Experience January 1995 - October 1996
Job Chief Control Officer JPMorgan Asset Management
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Asset Management September 2013 - Present
J.P.Morgan Funds August 2010 - September 2013
JPMorgan Funds Management, Inc. September 2001 - September 2013
Pierpont Group October 1996 - September 2001
The Bank of New York January 1995 - October 1996
Price Waterhouse 1982 - 1995
Skills
Mutual Funds, Risk Management, Corporate Governance, Commingled Funds, Hedge Funds, Product Development, Product Management
Education
University of Scranton 1978 — 1982
BS, Accounting
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Asset Management September 2013 - Present
J.P.Morgan Funds August 2010 - September 2013
JPMorgan Funds Management, Inc. September 2001 - September 2013
Pierpont Group October 1996 - September 2001
The Bank of New York January 1995 - October 1996
Price Waterhouse 1982 - 1995
Skills
Mutual Funds, Risk Management, Corporate Governance, Commingled Funds, Hedge Funds, Product Development, Product Management
Education
University of Scranton 1978 — 1982
BS, Accounting
Alberta Mazur's The Bank of New York Experience April 1986 - May 2003
Job Assistant Bookkeeper at Community Agency For Senior Citizens
Industry Nonprofit Organization Management
Experience
Community Agency For Senior Citizens December 2005 - Present
Staten Island Community Home Health Care March 2003 - January 2005
The Bank Of New York April 1986 - May 2003
Skills
Typing, Check Processing, Fundware Programs, Microsoft Office, Spreadsheets, Data Entry, Accounts Payable, Administrative..., Microsoft Excel, Account Reconciliation, Microsoft Word
Education
College of Staten Island 1985 — 1986
None, Business Classes
University of North Texas 1978 — 1981
Associate's degree, Accounting and Finance, B+
Ralph R. McKee H.S. 1973 — 1977
Diploma, Business
Community Agency For Senior Citizens December 2005 - Present
Staten Island Community Home Health Care March 2003 - January 2005
The Bank Of New York April 1986 - May 2003
Skills
Typing, Check Processing, Fundware Programs, Microsoft Office, Spreadsheets, Data Entry, Accounts Payable, Administrative..., Microsoft Excel, Account Reconciliation, Microsoft Word
Education
College of Staten Island 1985 — 1986
None, Business Classes
University of North Texas 1978 — 1981
Associate's degree, Accounting and Finance, B+
Ralph R. McKee H.S. 1973 — 1977
Diploma, Business
HONG DANG's The Bank of New York Experience April 2006 - January 2011
Job Team Servicing Manager at BofA Recon Trust
Industry Financial Services
Experience
BofA Recon Trust November 2010 - Present
The Bank of New York April 2006 - January 2011
First American Real Estate Tax Service November 2005 - April 2006
Chase Home Finance April 2001 - November 2005
Chase Home Finance April 2001 - November 2003
Education
University of Louisiana at Monroe 1995 — 2000
Bachelor's Degree, Business Administration
BofA Recon Trust November 2010 - Present
The Bank of New York April 2006 - January 2011
First American Real Estate Tax Service November 2005 - April 2006
Chase Home Finance April 2001 - November 2005
Chase Home Finance April 2001 - November 2003
Education
University of Louisiana at Monroe 1995 — 2000
Bachelor's Degree, Business Administration
Genoveso. Caviness's The Bank of New York Experience 1989 - 2001
Job Financial Systems Reporting at CIT
Industry Financial Services
Experience
CIT 2007 - Present
Lucent Technologies, Inc. 2001 - 2007
The Bank of New York 1989 - 2001
Skills
Banking, Business Analysis, Loans, Financial Systems, Credit, Financial Analysis, Finance, Portfolio Management, Financial Modeling, Risk Management
Education
University of Maryland College Park
CIT 2007 - Present
Lucent Technologies, Inc. 2001 - 2007
The Bank of New York 1989 - 2001
Skills
Banking, Business Analysis, Loans, Financial Systems, Credit, Financial Analysis, Finance, Portfolio Management, Financial Modeling, Risk Management
Education
University of Maryland College Park
Katherine Simson's The Bank of New York Experience 1996 - 2000
Job Senior Financial Advisor at Upsteam Investment Partners
Industry Financial Services
Experience
Upsteam Investment Partners July 2015 - Present
Clear Strategy Retirement Group April 2013 - July 2015
Landmark Retirement Planning January 2011 - April 2013
Hallmark Retirement Planning June 2004 - 2011
Prudential Investments 2000 - 2001
The Bank of New York 1996 - 2000
The Chase Manhattan Bank 1995 - 1996
Morgan Stanley Trust Company 1993 - 1995
Skills
Product Marketing, Marketing, Entrepreneurship, Brand Development, Investments, Retirement Planning, Marketing Communications, Sales, Product Management, Financial Services, Brand Management, Finance, Series 7, Program Management, Small Business, Strategy, Wealth Management, Negotiation
Education
University of Hawaii at Manoa 1976 — 1981
Bachelor of Arts, French Literature
Upsteam Investment Partners July 2015 - Present
Clear Strategy Retirement Group April 2013 - July 2015
Landmark Retirement Planning January 2011 - April 2013
Hallmark Retirement Planning June 2004 - 2011
Prudential Investments 2000 - 2001
The Bank of New York 1996 - 2000
The Chase Manhattan Bank 1995 - 1996
Morgan Stanley Trust Company 1993 - 1995
Skills
Product Marketing, Marketing, Entrepreneurship, Brand Development, Investments, Retirement Planning, Marketing Communications, Sales, Product Management, Financial Services, Brand Management, Finance, Series 7, Program Management, Small Business, Strategy, Wealth Management, Negotiation
Education
University of Hawaii at Manoa 1976 — 1981
Bachelor of Arts, French Literature
Suzanne Coughlan Henderson, RPA's The Bank of New York Experience November 2002 - April 2006
Job Senior Project Manager at JLL
Industry Real Estate
Experience
JLL November 2013 - Present
McDonald's Corporation April 2006 - November 2013
The Bank of New York November 2002 - April 2006
Structure Tone June 2000 - March 2002
Goldman Sachs September 1998 - June 2000
Tishman Speyer November 1996 - September 1998
The Galbreath Company September 1992 - November 1996
Skills
Construction, Budgets, Management, Facilities Management, Real Estate, Property Management
Education
University of Arizona 1984 — 1988
Bachelor of Science, Marketing
JLL November 2013 - Present
McDonald's Corporation April 2006 - November 2013
The Bank of New York November 2002 - April 2006
Structure Tone June 2000 - March 2002
Goldman Sachs September 1998 - June 2000
Tishman Speyer November 1996 - September 1998
The Galbreath Company September 1992 - November 1996
Skills
Construction, Budgets, Management, Facilities Management, Real Estate, Property Management
Education
University of Arizona 1984 — 1988
Bachelor of Science, Marketing
Patrick Linahan's The Bank of New York Experience June 2005 - November 2006
Job Garrison Investment Group
Industry Financial Services
Experience
Garrison Investment Group July 2014 - Present
CRT Capital Group November 2010 - July 2014
RBS Global Banking & Markets November 2006 - November 2010
The Bank of New York June 2005 - November 2006
Skills
Fixed Income, Bonds, MBS, Securities, Capital Markets, Series 7, Series 63, Cash Management, Government Bonds, Bloomberg, Agency MBS, OFAC, Commercial Paper, DTC, Series 99, CMOS, GCF Repo, Tri-party, Treasury Auctions, Margin, DACA, ISDA negotiations, FX Hedging, Treasury Management, Options Strategies, Merchant Services
Education
University of Connecticut 2001 — 2005
BS, Finance
The Peddie School 1997 — 2001
Garrison Investment Group July 2014 - Present
CRT Capital Group November 2010 - July 2014
RBS Global Banking & Markets November 2006 - November 2010
The Bank of New York June 2005 - November 2006
Skills
Fixed Income, Bonds, MBS, Securities, Capital Markets, Series 7, Series 63, Cash Management, Government Bonds, Bloomberg, Agency MBS, OFAC, Commercial Paper, DTC, Series 99, CMOS, GCF Repo, Tri-party, Treasury Auctions, Margin, DACA, ISDA negotiations, FX Hedging, Treasury Management, Options Strategies, Merchant Services
Education
University of Connecticut 2001 — 2005
BS, Finance
The Peddie School 1997 — 2001
Joe Christianson's The Bank of New York Experience June 2005 - February 2007
Job Internal Sales Consultant at Invesco US
Industry Financial Services
Experience
Invesco US February 2014 - May 2014
BlackRock May 2012 - March 2014
UBS Wealth Management May 2014 - 2014
The Bank of New York Mellon Trust Company March 2011 - May 2012
The Bank of New York Mellon Trust Company February 2007 - March 2011
The Bank of New York June 2005 - February 2007
Skills
Derivatives, Investments, Bonds, Financial Analysis, Loans, Analysis, Leadership, Trading, Management, Account Reconciliation, Bloomberg, Microsoft Excel, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Asset Management, Mutual Funds, Capital Markets, Financial Services, Structured Finance, Corporate Finance, Finance
Education
The University of Iowa College of Law Iowa 2001 — 2003
University of Houston 1997 — 2001
B.S, Mathematics
Invesco US February 2014 - May 2014
BlackRock May 2012 - March 2014
UBS Wealth Management May 2014 - 2014
The Bank of New York Mellon Trust Company March 2011 - May 2012
The Bank of New York Mellon Trust Company February 2007 - March 2011
The Bank of New York June 2005 - February 2007
Skills
Derivatives, Investments, Bonds, Financial Analysis, Loans, Analysis, Leadership, Trading, Management, Account Reconciliation, Bloomberg, Microsoft Excel, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Hedge Funds, Asset Management, Mutual Funds, Capital Markets, Financial Services, Structured Finance, Corporate Finance, Finance
Education
The University of Iowa College of Law Iowa 2001 — 2003
University of Houston 1997 — 2001
B.S, Mathematics
Michelle Gerli's The Bank of New York Experience 1985 - 1989
Job Sales Executive at Cottages & Gardens
Industry Marketing and Advertising
Experience
Cottages & Gardens 2010 - Present
Mary Ann Liebert, Inc 2008 - 2009
Back Country Ventures 2008 - 2008
Sara Lee Branded Apparel 1993 - 1999
Slovak Agricultural Bank 1992 - 1993
The Bank of New York 1985 - 1989
Skills
Sales Management, New Business Development, Promotions
Education
University of North Carolina at Chapel Hill 1990 — 1992
MBA, Marketing
University of Vermont 1981 — 1985
BS, Mathematics and Business
Cottages & Gardens 2010 - Present
Mary Ann Liebert, Inc 2008 - 2009
Back Country Ventures 2008 - 2008
Sara Lee Branded Apparel 1993 - 1999
Slovak Agricultural Bank 1992 - 1993
The Bank of New York 1985 - 1989
Skills
Sales Management, New Business Development, Promotions
Education
University of North Carolina at Chapel Hill 1990 — 1992
MBA, Marketing
University of Vermont 1981 — 1985
BS, Mathematics and Business
Victoria MacDonald-Lozzi's The Bank of New York Experience October 1993 - April 2008
Job Vice President & Relationship Manager at U.S. Bank Education & Nonprofits Division
Industry Banking
Experience
U.S. Bank Education & Nonprofits Banking Division May 2008 - Present
The Bank of New York October 1993 - April 2008
Skills
Banking, Letters of Credit, Loans, Nonprofits, Underwriting
Education
UC Berkeley 1980 — 1984
Accounting and Finance
U.S. Bank Education & Nonprofits Banking Division May 2008 - Present
The Bank of New York October 1993 - April 2008
Skills
Banking, Letters of Credit, Loans, Nonprofits, Underwriting
Education
UC Berkeley 1980 — 1984
Accounting and Finance
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