The Bank of New York
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
The Bank of New York List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bank of New York. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bank of New York Employees
RBC November 2012 - Present
RBC April 2010 - November 2012
RBC November 2007 - April 2010
The Bank of New York September 2002 - October 2004
Skills
Credit Analysis, Credit, Credit Risk, Mutual Funds, Project Management, Foreign Exchange..., Foreign Exchange Risk..., Financial Analysis, Financial Modeling, Investments, Capital Markets, Trading, Banking, Corporate Finance, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Queen's University 2012 — 2013
Master of Business Administration (MBA)
City University of New York City College 2002 — 2004
Master of Arts (M.A.), Economics
International Institute for Higher Education in Morocco 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Milbank, Tweed, Hadley & McCloy LLP September 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP May 2013 - August 2013
United States District Court for the Eastern District of New York June 2012 - August 2012
The Bank of New York May 2009 - August 2009
The Bank of New York Mellon May 2008 - August 2008
Jennison Associates June 2007 - August 2007
Education
University of Michigan Law School 2011 — 2014
Juris Doctor (J.D.), magna cum laude
Boston College 2007 — 2011
Bachelor's Degree, Economics, Philosophy, magna cum laude
UCL 2009 — 2009
Affiliate Student
New York Life Insurance Company June 2015 - Present
Prudential Financial November 2010 - July 2014
Prudential Financial April 2001 - November 2010
The Bank of New York 1999 - 2001
Skills
Asset Protection, 401k Rollovers, Business Exit Strategy, Social Media Marketing, Business Succession..., Estate Planning, Retirement Planning, Wealth Preservation..., Small Business, Licensed in Long Term..., Personal Finance, Business Development, Life Insurance..., Creative Problem Solving, Marketing, Lifetime Income..., Income Protection, Employee Benefits, Protection Planning, Gifting Strategies, Asset Management, Real Estate Economics
Education
California State University-San Bernardino
Bachelor of Applied Science (B.A.Sc.), Finance, General
UCLA
Real Estate Curriculum
The Academy of Radio and TV Broadcasting
Certificate, Radio and Television
Crochet Hands Couture 2009 - Present
MTA May 2009 - April 2013
St. Lukes Hospital 2007 - 2008
Citibank Temp November 2006 - March 2007
The Bank Of New York January 2005 - November 2006
The Bank Of New York 2005 - 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, Adept problem-solver, IDX, Eagle, Google Docs, Google Calendar, Outlook, OneNote, Microsoft Publisher, Microsoft Groove, Microsoft Word, Novell, AVLM, Management, Software Documentation, Training
Education
Borough of Manhattan Community College 2012 — 2015
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
B.E.O.C. SUNY 2013 — 2014
Medical Biller and Coder, E-Records
Atlantic Zeiser October 2006 - Present
Trinity Biotech August 2005 - August 2006
The Bank of New York August 2000 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Banking, Cross Selling, Customs Regulations, Letters of Credit, Import Export, Export Control...
Education
Bloomfield College 1998 — 2004
B.S, Business Administration and Management, General
Rutgers, The State University of New Jersey-Newark 1994 — 1997
P.A.L.S
C&S Engineers, Inc. April 2000 - April 2015
The Bank of New York April 1987 - September 1997
Unisys (formerly Sperry Corp) 1982 - February 1987
Skills
Microsoft Excel, Microsoft Word, Administrative..., PowerPoint, Microsoft Office, Data Entry, Time Management, Adobe Acrobat, Administrative..., Outlook, Process Scheduler
Education
City University of New York
Associate of Arts and Sciences (A.A.S.), Executive Assistant/Executive Secretary
Polytechnic Institute of New York
Bachelor of Applied Science (BASc), Social Sciences
Buy Fresh Buy Local of the Greater Lehigh Valley January 2015 - Present
Easton Hunger Coalition January 2015 - Present
Lehigh Valley Food Policy Council November 2014 - Present
Neighborhood Housing Services of the Lehigh Valley June 2014 - Present
Northampton County Department of Community & Economic Development July 2013 - Present
Northampton County Department of Community & Economic Development January 2013 - May 2013
The Bank of New York June 1998 - May 2004
Fairchild Publications 1997 - 1998
Skills
Government Contract..., Regulatory Compliance, Federal Grants..., Legal Research, Legal Writing, Creative Writing, Lexis, Westlaw, Microsoft Office, Document Review, Public Speaking, Legal Assistance, Notary Public, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Research, Civil Litigation, Personal Injury, Editing, File Management, Document Drafting, Legal Documents, Non-profits, Critical Thinking
Education
University of Vermont 2015 — 2015
Professional Certificate, Leadership in Sustainable Food Systems
Lehigh Carbon Community College 2011 — 2013
Post-Baccalaureate Certificate, Paralegal Studies, 4.0
Boston University 1993 — 1997
Bachelor of Arts, Political Science
Wells Fargo January 2015 - Present
Bay Area Legal Aid January 2014 - December 2014
Lupack Rare Books January 2010 - December 2012
BNY Mellon December 2005 - December 2009
The Bank of New York November 1999 - November 2005
Mellon Trust April 1997 - October 1999
Skills
Bloomberg Terminal, Mac OS X, Windows, Microsoft Word, Microsoft Excel, Access, Outlook, Lotus Notes, Technology Enhancements, Software Testing Life..., Test Cases, Regression Testing, User Acceptance Testing, Global Custody, Corporate Actions, Proxy Voting, SWIFT messaging, Straight Through..., Rights Issues, Tender Offers, Securities, Account Reconciliation, Collectibles, E-commerce, Rare Books, Writing, Testing, Settlement, Integration, Fixed Income, Middle Office, Process Improvement, Options, Fund Accounting, Securities Lending, Hedge Funds, OS X, Portfolio Management, Mutual Funds, Financial Services, Trading Systems, Derivatives, Alternative Investments, Fund Administration, Books, Bloomberg, Capital Markets
Education
Boston University
Hunter College High School
BNY Mellon November 2005 - September 2013
The Bank of New York July 2004 - November 2005
L.M.T. Accessories Inc. March 2004 - July 2004
United Electrical Contracting Corp. August 2002 - January 2004
City University of New York-Brooklyn College June 1998 - December 2000
Skills
Microsoft Excel, Microsoft Word, Wall Street, Summit, PowerPoint, Organizational..., Prioritize Workload, Problem Solving, IBM Mainframe, Windows 7, Windows XP, PeopleSoft Financial, People Skills, Teamwork, Delivering projects on..., Accounting, Bloomberg, Options, Risk Management, Trading, Banking, Financial Analysis, Management, Outlook, Finance, Derivatives, Account Reconciliation
Education
City University of New York-Brooklyn College 1996 — 2001
Bachelor's Degree, Business Management and Finance
Mizuho Trust & Banking August 2006 - May 2013
The Bank Of New York August 2001 - April 2006
Morgan Stanley May 1999 - August 2001
Skills
Accounting, Auditing, Banking, Access, Investments, Bloomberg, Equities, Tax, Financial Services, Training, Microsoft Excel, Fund Accounting, Accruals, Portfolio Management, Time Management, Lotus Notes, PowerPoint, Payments, Corporate Actions, Mutual Funds, Financial Reporting, Accounts Payable
Education
Brooklyn College 1995 — 1999
Bachelor of Science (B.S.), Accounting
BrawnMedia July 2014 - Present
ISA Advertising 1998 - December 2013
The Bank of New York 1997 - 1998
Skills
SEM, SEO, Digital Media, Mobile, Quantitative Analysis, Direct Marketing, Media Buying, Media Planning, Social Media Marketing, Direct Response, Social Networking, Online Advertising, Online Media Buys, Social Media Measurement, Social Media Consulting, Web Design, Customer Acquisition, Customer Engagement, Facebook Marketing, Google Adwords, Twitter, StumbleUpon, Yelp, Foursquare, Local Marketing, Local Search, Strategic Planning, Marketing Strategy, Social Media Strategist, Direct Response..., Print, Broadcast, Consumer Media, Online Lead Generation, Online & Offline Media, Online Media Management, Facebook Fan Page..., Data Analysis, Google Analytics, KPI implementation, KPI Dashboards, Direct Mail Campaigns, Direct Mail Fundraising, Direct Mail Programs, Direct Mail, Direct Mail Pieces, Search Engine Ranking, Social Media Outreach, Social Media Advertising, Social Media Integration
Education
Binghamton University - School of Management 1994 — 1997
BA, Philosophy, Politics and Law
Capture Information Services Group (CaptureISG) January 1997 - Present
Customer Service Assessment Group January 1999 - December 2002
Capture, Inc. 1991 - 1997
Fidelity Investments 1990 - 1991
First Data Investor Services Group (Formerly TSSG/AMEX Information Services) 1988 - 1989
National Funds 1986 - 1988
The Bank of New York 1979 - 1986
Skills
Employee Engagement, Change Management, Data Analysis, Customer Service..., Customer Satisfaction, CATI, Operations Management, Call Center, Knowledge Management, Organizational..., Strategic Planning, Qualitative Research, Metrics, Research, Analysis, Strategy, Project Planning, Human Resources, Team Building, Employee Relations, Marketing Research, Talent Management, Organizational Design, HR Consulting, Organizational..., Business Process..., HRIS, Interviews, Market Research, Project Management, Performance Management, Customer Service, Business Strategy, Employer Branding, Survey Design, Performance Improvement, 360 Feedback, HR Transformation, Marketing, Management, Recruiting, Training, Program Management, Strategic Partnerships, Workforce Planning, Executive Coaching, Personnel Management, Management Consulting, Leadership Development, Succession Planning
Education
City University of New York-Brooklyn College 1975 — 1979
BA, Psychology, Business Administration
Henderson Trading Company, LLC January 2012 - Present
Milstream Securities LLC 2004 - 2011
Global Trade Technologies, INc. 2002 - 2003
TradingLinx, Inc. 2000 - 2002
TLX Trading Network 2000 - 2002
ePit Systems, Inc. 2000 - 2001
The Bank of New York 1997 - 2000
BondNet Trading Systems, Inc. 1991 - 2000
BondNet 1991 - 2000
Skills
Equities, Bonds, Trading Systems, Trading, Securities, Fixed Income, Brokerage, Electronic Trading, Options, Corporate Development, Mergers & Acquisitions, Investments, Financial Services
Education
California State University-Northridge 1968 — 1972
Finance, Marketing
Global Credit Services, LLC February 2012 - Present
Mizuho Alternative Investments, LLC (Mountain Capital Advisors) November 2000 - December 2010
Mizuho Corporate Bank 2000 - December 2010
The Bank of New York 1993 - 1999
Day, Berry & Howard (now Day Pitney) 1989 - 1993
Skills
High Yield, Fixed Income, CDO, CLO, Leveraged Finance, Credit Analysis, Alternative Investments, Structured Finance, Credit, Portfolio Management, Risk Management, Investments, Asset Management, Financial Analysis, Loans
Education
New York University School of Law 1986 — 1989
J.D.
New York University - Leonard N. Stern School of Business 1985 — 1989
M.B.A., Finance
Binghamton University 1980 — 1982
B.S., Economics
The Bank of New York November 2006 - July 2009
Gammett & King, CPAs May 2006 - August 2006
Discovery Research Group September 2005 - April 2006
Skills
Microsoft Office, Excel, Word, Customer Service, Accounting, Financial Analysis, Financial Reporting, Spreadsheets, Accounts Payable, Access, Microsoft Excel, Finance, Microsoft Word
Education
Brigham Young University - Idaho 2001 — 2006
Business Finance, Engineering, Finance
Google July 2015 - Present
Google July 2011 - June 2015
Razorfish January 2010 - December 2010
Amnesia Razorfish September 2006 - January 2010
Razorfish July 2004 - September 2006
The Bank of New York May 2001 - April 2004
Skills
SEM, Web Analytics, Digital Marketing, Consumer Insights, Digital Strategy, Analytics, Mobile Marketing, Integrated Marketing, Online Marketing, Online Advertising, Social Media Marketing, Social Media, E-commerce, Email Marketing, Google Analytics, PPC, Mobile, Digital Media, Search, Advertising, Direct Marketing, Strategic Planning, Facebook, Planning, Business Strategy, Media Planning, Strategic Partnerships
Education
Carnegie Mellon University 1997 — 2001
BS
Lake Washington 1995 — 1997
Apogee Wealth Advisors March 2013 - Present
Element Financial Group 2009 - March 2013
Group G Capital Partners 2004 - 2008
Emigrant Bank 2000 - 2004
UBS 1996 - 2001
The Bank of New York 1992 - 1996
Laventhol & Horwath 1987 - 1990
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance
Binghamton University 1983 — 1987
BS, Accounting
New Rochelle High School
BNY Mellon February 2014 - Present
Educational Testing Service (ETS) November 2013 - February 2014
UnitedHealth Group August 2012 - May 2013
Financial Industry Regulatory Authority March 2012 - July 2012
Bank of America/Merrill Lynch August 2011 - February 2012
CSI Consulting September 2010 - December 2010
Bank of New York Mellon March 2010 - August 2010
The Bank of New York Mellon 2008 - 2010
The Bank of New York 2006 - 2008
The Bank of New York 2005 - 2006
Skills
Mainframe, SPUFI, IBM Utilities, DFSORT, SDSF, VSAM, Endevor, Fileaid, IMS DB/DC, Syncsort, DB2, JCL, TSO, SDLC, Test Cases, Bug Tracking, End-to-end Testing, White Box Testing, Integration Testing, Defect Tracking, Batch Processing, CICS, ClearQuest, Quality Center, Software Quality..., Quality Assurance, COBOL, Testing, Embedded SQL, Regression Testing, User Acceptance Testing, System Integration..., Unit Testing, Oracle SQL, Toad, Endeavor, Business Requirements, Integration, Manual Testing, SQL, Databases, Oracle, XML, Access, QTP, System Testing, Waterfall, Requirements Gathering, Test Management, Test Strategy
Education
City University of New York-Brooklyn College 1974 — 1979
B.S, Computer and Information Science
CentraState Healthcare System October 2011 - Present
The Bank of New York January 1983 - August 2010
BNY Mellon Corporation January 1983 - August 2010
BNY Mellon Corporaton January 1983 - August 2010
BNY Mellon Corporation January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY MELLON CORPORATION January 1983 - August 2010
BNY Mellon January 1983 - August 2010
BNY Mellon January 1983 - August 2010
Skills
Lotus Notes, Microsoft Office, Telephone Directory, Telecommunications..., Invoice Processing, Telecommunications..., Call Detail Recording, Technical Support, Information Technology, Telecommunications
Education
Boston University 1980 — 1982
Graduate School of Management Master, Business Administration
Boston University, Graduate School of Management 1980 — 1982
MBA, Finance, General
Boston University, Graduate School of Management 1980 — 1982
MBA, Finance, General
Rutgers University 1976 — 1980
BA, Economics
Rutgers University New 1976 — 1980
Bachelor of Arts, Economics
Rutgers, The State University of New Jersey-New Brunswick 1976 — 1980
Bachelor of Arts (BA), Economics
Suburban Propane August 2013 - Present
BNY Mellon January 2002 - March 2010
The Bank of New York 2002 - 2010
Town of Lysander January 2001 - January 2002
Skills
Visio, Training, Management
Education
Bryant & Stratton College 1997 — 1999
Associates, Travel and Tourism
Bryant & Stratton Business Institute
Associate, Occupational Studies; Travel & Tourism
Miami-Dade County May 2015 - Present
Terremark March 2012 - August 2014
Leon Medical Centers August 2010 - October 2011
Osystek Solutions Inc. 2006 - 2011
Vitas Healthcare February 2008 - August 2010
The Bank of New York 1998 - 2003
Skills
Software Documentation, Healthcare, Business Analysis, Visio, Analysis, SDLC, Outlook, Project Management, Access, SharePoint, Vendor Management, Program Management, MS Project, Change Management, Disaster Recovery, Process Improvement, Business Intelligence, Requirements Analysis, IT Management, Microsoft Project
Education
City University of New York City College 1989 — 1999
Bachelors, Fine Arts
Novax Technical School
MSCE
Morgan Stanley July 2012 - June 2015
Capital Finance Committee, Township of Montclair, NJ November 2010 - June 2012
Pride Technologies April 2010 - April 2012
amodvaze.com May 2004 - May 2010
UBS Wealth Management December 2005 - August 2008
UBS PaineWebber Inc./UBS Financial Services Inc. June 2001 - December 2005
Neuberger Berman May 2000 - August 2000
UAM Retirement Plan Services December 1997 - May 1999
The Bank of New York November 1996 - December 1997
Education
Upright Citizens Brigade 2008 — 2008
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
University of Iowa 1993 — 1996
BBA
New York University - Polytechnic School of Engineering 1991 — 1993
Bronx High School of Science 1987 — 1991
Alignment Partners March 2012 - Present
MF Global May 2008 - November 2011
ITG Inc. March 1997 - April 2008
The Bank of New York June 1996 - March 1997
Bankers Trust NJ Limited September 1994 - May 1996
Lehman Brothers November 1993 - May 1994
Bankers Trust Company July 1986 - October 1993
Georgia Pacific Corporation June 1982 - June 1984
Skills
Consensus Building, Program Management, Organizational Structure, Transformational..., Financial Modeling, Trading Systems, Financial Analysis, Mergers, Strategy, Management, Product Management, Financial Services, Securities, Banking, Treasury Management, Leadership, Governance, Risk Management, Mergers & Acquisitions, Finance, Bloomberg, Business Planning, Business Transformation, Strategic Planning, Change Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1984 — 1986
MBA
Binghamton University 1978 — 1982
BS, Accounting
Advanced Coring & Cutting July 2014 - Present
Hatteras October 2005 - March 2014
Connelly Campion Wright September 2003 - October 2005
The Bank of New York September 2001 - September 2003
Education
Cabrini College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Business Administration
OptumInsight October 2011 - Present
Emerging Health Information Technology February 2008 - October 2011
MultiPlan, Inc. 2006 - 2008
The Bank of New York 1999 - 2006
The Bank of New York 1997 - 1999
The Bank of New York 1995 - 1997
US Trust 1991 - 1995
JP Morgan 1989 - 1991
Skills
Healthcare, PMO, Software Implementation, Budgeting, Cross-functional Team...
Education
Northwestern University 2009 — 2012
M.S., Medical Informatics
City University of New York-Brooklyn College 1984 — 1989
B.S., Management/Finance
Schonfeld Group May 2012 - Present
SB Schonfeld Fund Advisors LLC November 2004 - Present
Schonfeld Securities April 1996 - November 2004
The Bank of New York February 1987 - April 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Asset Managment, Portfolio Management, Equities
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
Emory University
BA, Psychology
OrthoDent July 2014 - Present
St Barnabas Hospital July 2011 - June 2014
Citident July 2010 - June 2011
The Bank of New York September 2004 - May 2005
Skills
Healthcare, Dentistry, Hospitals, Microsoft Excel, Research, Cross-functional Team..., Sales Management, Project Management, Surgery, Pediatrics, Clinical Research, Practice Management, Customer Service, Public Speaking, PowerPoint, Invisalign, Insurance, Microsoft Word, Strategic Planning, Orthodontics, Restorative Dentistry, Cosmetic Dentistry, Oral Surgery
Education
St Barnabas Hospital Residency 2011 — 2014
Certificate of Specialization, Orthodontics and Dentofacial Orthopedics
St Barnabas Hospital Residency 2009 — 2011
GPR Certificate, General Practice
NYU College of Dentistry 2005 — 2009
DDS, Dentistry
Binghamton University 2000 — 2004
BS, Psycho-Biology
Oxford University 2002 — 2003
N/A, Psychology
Hough Consulting June 2010 - Present
PBL Capital May 2007 - May 2010
WestLB January 2004 - April 2007
Swiss Re Capital Markets November 2002 - December 2003
Swiss Re New Markets July 2001 - November 2002
CAK Universal Credit Corp August 1998 - April 2001
The Bank of New York April 1995 - August 1998
JPMorgan 1994 - 1995
Skills
Structured Finance, Structuring, Mergers, Securitization, Divestitures, Private Equity, Hedge Funds, Investment Banking, Private Placements, Valuation, Corporate Finance, Due Diligence, Restructuring, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Series 7, Credit Analysis, Debt, Asset Based Lending, Mezzanine, LBO, Leveraged Finance, Middle Market, Series 63, Alternative Assets, Life Settlements, Premium Financing, Insurance Linked..., Structured Settlements, Financial Structuring, Mergers & Acquisitions, Securities, Finance, Funding, Capital Markets, Investments, Loans, Start-ups
Education
Bucknell University 1990 — 1994
Bachelor of Arts, Economics & English Literature
Providence Country Day 1986 — 1990
E. T. O'Leary 2007 - Present
First National Bank of Santa Fe 2002 - 2006
First Security Bank of New Mexico 1991 - 2001
Liberty National Bank and Trust Company of OKC 1984 - 1991
First National Bank of Midland, Texas 1980 - 1984
Southeast Banking Corporation 1978 - 1980
Southeast National Bank of Orlando 1975 - 1978
Sotheast First National Bank of Miami 1973 - 1975
Florida gas Company 1970 - 1973
The Bank of New York 1964 - 1970
Skills
Customer Relations, Banking, Credit, Financial Analysis, Commercial Banking, Corporate Finance, Due Diligence, Investments, Credit Analysis, Retail Banking, Management, Loans, Analysis, Executive Management, Customer Service, Credit Risk, Underwriting, Commercial Lending, Financial Risk, Risk Management, Financial Services, Treasury Management, Mortgage Lending, Portfolio Management, Finance, Loan Origination, Blogging, Mergers & Acquisitions, Consumer Lending, Relationship Management, Mortgage Banking, Financial Modeling, Fixed Income, Cash Management, Structured Finance, Financial Structuring
Education
Columbia University in the City of New York 1960 — 1961
MBA, Finance
Boston College 1956 — 1960
bs, finance
BNP Paribas August 2011 - Present
Bank of New York Mellon September 2010 - May 2011
The Bank of New York February 2004 - September 2010
JPMorgan Chase April 1996 - February 2004
US Trust October 1990 - April 1996
Skills
Fund Administration, Customer Service, Hedge Funds, Mutual Funds, AML, Financial Risk, Research, Account Reconciliation, Equities, Securities, Trading, Bloomberg, Asset Management, Banking, Bonds, Corporate Actions, Due Diligence, Financial Services
Education
Central State University 1987 — 1990
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Brooklyn College
TimePiecesNow LTD October 2013 - Present
Time Pieces Now LTD January 2012 - October 2013
The Bank of New York May 2006 - January 2012
JPMorgan Chase Bank May 2006 - October 2006
Au Bon Pain Inc November 2004 - May 2006
Smith Barney January 2004 - May 2004
Skills
Finance, Corporate Finance, Banking, Sales, Management, Accounting, Operations Management, Business Strategy, Negotiation, Strategic Planning, Due Diligence, Leadership, Training, Team Building, Auditing, Analysis, Strategy, Microsoft Excel, Business Development, Business Planning, New Business Development, Retail
Education
CUNY Brooklyn College 2002 — 2004
Bachelor of Science, Management and Finance
City University of New York-Brooklyn College 2000 — 2004
Finance, Finance
Fishers Island Ferry District January 2012 - Present
GSMurphy & Co. January 2011 - January 2012
Auda Private Equity LLC March 2006 - July 2010
GSMurphy (self-employed) January 2004 - March 2006
Partners Group Guernsey June 1999 - December 2003
Landmark Partners 1992 - 1999
CIGNA Investments, Inc. 1990 - 1993
Texas Instruments 1985 - 1985
The Bank of New York 1980 - 1984
Skills
Private Equity, Due Diligence, Start-ups, Portfolio Management, Investments, Risk Management, Program Management, Venture Capital, Fund Of Funds, Alternative Investments, Investment Management, Mergers, Financial Modeling, Financial Services, Negotiation, Management, Process Improvement, Hedge Funds, Financial Structuring, Mergers & Acquisitions
Education
Northeastern University - Graduate School of Business Administration 1984 — 1985
MBA
Boston University - School of Management 1975 — 1980
BSBA
The Hill School 1971 — 1975
NYC Department of Education August 2003 - Present
Lutheran Medical Center September 1991 - July 1996
The Bank of New York July 1986 - September 1991
Skills
Education, Special..., Curriculum Design, Public Speaking, Customer Service, Fundraising, Teaching, Event Planning, Nonprofits, Curriculum Development, Event Management, Staff Development, Special Education
Education
Borough of Manhattan Community College 1985 — 1987
Associate's Degree, Social Services / Psychology
Yonkers High School 1982 — 1985
High School Diploma, Data Processing
The Bank of New York Mellon June 2007 - Present
The Bank of New York 2005 - 2007
The Bank of New York 2000 - 2005
BNY Mellon 1997 - 1999
BNY Mellon 1993 - 1997
BNY Mellon 1987 - 1993
Skills
Series 7, Series 63, Sales Management, Credit Analysis, Credit Portfolio..., Deal Structuring, Bank Relationship..., Negotiation, Capital Markets, Loans, Commercial Banking, Commercial Lending, Syndications, Project Management, Staff Development, Large Corporate Banking, Middle Market Banking, Banking, Finance, Middle Market, Portfolio Management, Structured Finance, Financial Analysis, Investments, Management
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Finance, Management, Marketing
Binghamton University - School of Management 1976 — 1980
1980, Business Management
The Bank of New York October 2006 - Present
JPMorgan Chase May 2000 - October 2006
JPMorgan Chase March 2000 - October 2006
Estee Lauder October 1999 - May 2000
Conversion Services International October 1998 - September 1999
The Dai-Ichi Kangyo Bank, Ltd. October 1992 - October 1998
Helen Keller Services April 1990 - October 1992
Skills
Project Management, Analysis, Integration, Software Development, Fixed Income, Management, Databases, Disaster Recovery, Microsoft SQL Server, Access, Business Analysis, Testing, Business Process, Securitization
Education
Pace University 2002 — 2003
M.S., Information Systems
City University of New York-Brooklyn College 1991 — 1994
M.A. (Inc), Management Information Systems
City University of New York-Brooklyn College 1986 — 1990
B.Sc, Computer and Information Science
Santander Bank US October 2011 - Present
Metro YMCA of the Oranges June 2010 - October 2011
AllianceBernstein April 1999 - September 2009
The Bank of New York November 1992 - April 1999
Education
Bloomfield College
State of Maryland/Kent County DSS November 2006 - Present
JPMorgan Chase & Co. September 1999 - September 2004
The Bank of New York September 1994 - September 1999
Skills
Microsoft Office, Research, Sales, Business Process..., Business, Team Building, Cross-functional Team..., Analysis, Financial Reporting
Education
Chesapeake College 2011 — 2016
Associate’s Degree, Business Administration
Berkshire Hathaway Home Services New England Properites July 2015 - Present
AutisticTraveler.com April 2010 - Present
William Pitt Sotheby's International Real Estate 2009 - July 2015
Security Pacific Corporation 1987 - 1991
Security Pacific Corporation 1987 - 1991
The Bank of New York 1985 - 1987
Merrill Lynch 1980 - 1984
Skills
Marketing Strategy, Strategic Planning, Advertising, New Business Development, Investments, Marketing, Management, Portfolio Management, Business Strategy, Strategic Partnerships, Financial Modeling, Business Development, Leadership, Public Speaking
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Marketing
Boston College 1977 — 1980
BA, Economics
Westwood High School
Private Equity/Venture Capital Firm September 2015 - Present
Life Products Inc. September 2015 - Present
Commerce Capital Services, LLC 2002 - Present
S1 Corporation 1999 - 2001
PwC Consulting 1997 - 1999
The Bank of New York July 1994 - February 1997
Dreman Value Management September 1992 - January 1993
Thomson Financial Networks 1990 - August 1992
Bank of Boston 1987 - 1990
Bristol-Myers Squibb June 1986 - August 1986
Skills
Fundraising, Investments, Financial Analysis, Business Development, Finance, Private Equity, Strategic Planning, Healthcare, Mergers, Venture Capital, Program Management, Strategy, Financial Modeling, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Project Management, Change Management, Analytics, Strategic Partnerships, Accounting, Product Development, Training, Financial Risk, Integration, Investor Relations, Structured Finance, Negotiation, Capital Markets, Competitive Analysis
Education
Columbia University - Columbia Business School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Boston University 1983 — 1987
Bachelor of Arts (BA), International Business & Economics
Wolters Kluwer July 2015 - Present
Pfizer July 2014 - May 2015
Marsh & McLennan Companies, Inc. September 2011 - February 2013
Marsh & McLennan Companies, Inc- Guy Carpenter August 2010 - December 2011
The Bank of New York May 2005 - January 2010
Citi July 1999 - April 2005
Credit Lyonnais October 1997 - July 1999
JP Morgan Chase 1992 - 1997
Skills
E-Learning, Talent Management, Performance Management, Leadership Development, Presentations, Human Resources, Management Consulting, Training Delivery, Executive Coaching, Partnering, Employee Engagement, Curriculum Design, Succession Planning, Organizational..., Executive Development, Change Management, Strategy, Leadership, Team Building, Coaching, Organizational..., Instructional Design, Management, MBTI, Recruiting, Training, Staff Development, Management Development
Education
Columbia University in the City of New York 2000 — 2003
MA, Organizational Psychology
City University of New York-Brooklyn College
Bachelor of Arts, Communications
Lincoln Financial Group January 2014 - Present
Unum March 2012 - January 2014
Reliance Standard Life Insurance Company May 2010 - September 2011
Unum February 2008 - January 2010
The Bank of New York March 2001 - January 2007
Mutual of New York (MONY) August 1985 - March 2001
Skills
Employee Benefits, Insurance, Customer Service, Process Improvement, Account Management, Benefits, Performance Management, Mentoring, Benefits Administration, Team Building, Problem Solving, Coaching, Customer Relations, CRM, Sales, Disability Insurance, Retirement
Education
Bryant University 1973 — 1978
BS in Business Administration, Business Management
Bryant University 1973 — 1978
BS in Law Enforcement/Criminal Justice, Law Enforcement/Criminal Justice
American Proteins, Inc. September 2013 - Present
Georgia Municipal Association May 1999 - July 2013
Vivra, Inc. September 1996 - November 1998
The Bank of New York January 1986 - August 1996
Skills
Government, Local Government, Policy, Microsoft SQL Server, Leadership, Cloud Computing, Servers, Nonprofits, Software Project..., Policy Analysis, Public Policy, Web Applications, Windows 7, Technology Management, Troubleshooting, Team Building, HTML, Web Services, Economic Development, Public Speaking, Non-profits, Microsoft Office, Business Intelligence, Windows Server, Microsoft Excel, IT Management, Security, Citrix Metaframe, Data Analysis, VMware, Research, Integration, Disaster Recovery, Management, Information Technology, Networking, Infrastructure, Project Management
Education
City University of New York-Brooklyn College 1986 — 1988
Bachelor of Science - Computer Information and Science, Computer and Information Sciences
Brooklyn College 1983 — 1986
Bachelor of Science (B.S.), Computer and Information Sciences
Reliance First Capital October 2008 - Present
Angelo, Gordon & Co. March 2008 - September 2008
Delta Funding Corporation 1995 - 2008
The Bank of New York 1994 - 1995
Donalson Lufkin And Jenrette 1992 - 1994
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, Residential Mortgages, FHA, Banking, Financial Analysis, Executive Management, Secondary Mortgage..., Secondary Market, Investments, Loan Servicing, Portfolio Management
Education
Brooklyn College
CareCentrix December 2012 - Present
Morgan Stanley Smith Barney October 2008 - January 2012
Cushman & Wakefield 2001 - October 2008
Prudential Financial 2001 - 2008
GVA Williams 1996 - 2001
The Bank of New York 1992 - 1996
Prodigy 1987 - 1992
Skills
Corporate Real Estate, Real Estate, Portfolio Management, Asset Managment, Leases, Disposition, Due Diligence, Real Estate Transactions, Property Management, Facilities Management, Investment Properties, Contract Negotiation, Shopping Centers, Property, Brokerage, Negotiation, Location Intelligence, Strategy, Real Estate Development, Real Estate Economics, Tenant, Lease Administration, Lease Negotiations, Commercial Real Estate, Acquisitions, Management, Leadership, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, Finance
State University of New York at Binghamton 1978 — 1982
BA, Psychology
Willdan September 2013 - Present
Comverge 2004 - August 2013
AT&T Solutions 1998 - 2004
Evans Consulting 1993 - 1998
Booz Allen & Hamilton 1990 - 1994
The Bank of New York 1988 - 1990
Skills
P&L Management, Outsourcing, Process Improvement, Cross-functional Team..., Leadership, Business Planning, Strategy, Start-ups, Energy, Contract Negotiation, Mergers & Acquisitions, CRM, Analytics, Change Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2003
MBA, Organizational Design & Strategic Management
Boston College 1984 — 1988
BA, History & Philosophy
Xavier High School 1980 — 1984
Pershing April 2007 - Present
Lehman Brothers Inc. 2006 - 2007
Pershing 2005 - 2006
Pershing, a BNY Mellon company 2004 - 2005
Pershing 2002 - 2004
iNautix Technologies 2000 - 2002
Brown Brothers Harriman 1999 - 2000
Brown Brothers Harriman 1998 - 1999
Brown Brothers Harriman 1997 - 1998
The Bank of New York 1994 - 1996
Skills
Program Management, PMP, Financial Services, Business Analysis, Analysis, Risk Management, Cross-functional Team..., Outsourcing, Market Data, Vendor Management, Contract Negotiation, Series 7, Governance, Finance, Project Planning, Product Management, Budgets, IT Management, Research Aggregation, Business Results, People Management, Cost Management, Customer Leadership, Strategic Planning, Client Liaison, Tactical Planning, Technical Analysis, Technical Project..., Technical Leadership, Portfolio Management, SDLC, IT Strategy, Vendor Relationship...
Education
Boston College 1989 — 1993
Bachelor of Arts (B.A.)
The Bank of New York 2014 - Present
Companies below (mainly consulting assignments): 2000 - 2014
Skills
User Acceptance Testing, SQL, Agile Methodologies, Unix, SDLC, QTP, Quality Center, Manual Testing, Software Quality..., Test Automation, Requirements Analysis, Test Planning, System Testing, Test Cases, Quality Assurance, HP Quality Center, HP QTP
Education
City University of New York
Finance & Investments / Computer Information Systems (Sys. & App. track)
Prestige Employee Administrators September 2005 - Present
Symbol Technologies, Inc. (now Motorola Solutions, Inc.) May 2003 - July 2005
Motorola, Inc. November 1999 - November 2001
Software Corporation of America 1994 - 1999
The Lehmann Group, Inc. 1988 - 1994
The Bank of New York 1986 - 1988
Skills
Business Development, Leadership, Corporate Development, Employee Relations, Start-ups, Marketing, Product Development, Solution Selling, Product Marketing, Government, Integrated Marketing, Strategy, Product Management, Go-to-market Strategy, Team Management, Market Research, Advertising, Wireless, Sales, Marketing Communications, Outsourcing, Marketing Strategy, Strategic Planning, Human Resources, Management, Consulting, Strategic Partnerships, SaaS, New Business Development, Sales Management, CRM
Education
State University of New York at Binghamton 1982 — 1986
BS
Microsoft June 2006 - Present
The Bank of New York November 1996 - April 2006
The Bank of New York Mellon 1996 - 2006
Skills
Software Development, SDLC, .NET, Enterprise Architecture, C#, Microsoft SQL Server, Data Center, Enterprise Software, GTM, Product Management, IT Operations, Service Delivery, ASP.NET, ITIL, Networking, F5 BigIP, Cisco Technologies, Visual Studio, Agile Methodologies, Distributed Systems, Management, Software Design, Microsoft Technologies, Software Engineering
Education
City University of New York 1991 — 1995
Master's Degree, Computer Science
City University of New York City College 1985 — 1991
Bachelor's Degree, Electrical Engineering
T.H. Easter Consulting LLC April 2015 - Present
WSFS Bank October 2007 - April 2015
NAAAHR 2015 - 2015
NAAAHR 2015 - 2015
Accenture January 1997 - December 1999
The Bank of New York March 1994 - December 1996
McClane Distribution Center August 1985 - August 1993
Skills
Public Speaking, Leadership Development, Strategic Planning, Human Resources, Human Resource..., Human Resource Planning, Strategic Human..., Talent Acquisition, Recruiting, Talent Management, Onboarding, Employee Relations, Positive Employee..., Employee Benefits, Benefits Administration, Training, Career Development, HR Policies, Strategic HR, HR Strategy, HR Management, Human Resources Change..., Employee Engagement, Career Counseling, Interviewing, HR Policy Formulation, New Hire Orientations, New Hire Training, New Hire Processes, New Hire Programs, Customer Service, Team Building, Leadership, Nonprofits, Management, Coaching, Program Management, Event Planning, Interviews, Organizational...
Education
California State University-San Bernardino
Bachelor of Arts (B.A.), Bachelor of Arts, Business and Management Information Systems
U.S. Bank April 2008 - Present
Citibank August 2007 - April 2008
The Bank of New York April 2006 - August 2007
Skills
Banking, Commercial Banking, Finance, Credit Analysis, Management, Portfolio Management, Financial Modeling, Capital Markets
Education
William E. Simon School of Business
Master of Business Administration (MBA), Finance and Accounting
Binghamton University
Bachelor of Arts (BA), Economics
Computershare January 2012 - Present
BNY Mellon May 2000 - January 2012
Mellon Investor Services May 2000 - June 2007
The Bank of New York December 1995 - May 2000
Bankers Trust Company 1988 - 1995
Bankers Trust Company 1988 - 1995
Education
Columbia Business School 1987 — 1988
MBA
Binghamton University 1979 — 1983
BA
Deutsche Bank August 2014 - Present
Quantum Business Solutions, Inc August 2000 - Present
Knowledgent August 2013 - March 2014
Morgan Stanley 2013 - 2014
Barclays January 2012 - September 2013
TD Bank March 2011 - August 2011
TD Ameritrade 2009 - 2011
Bank of America 2008 - 2009
JPMorgan Chase February 2007 - September 2008
The Bank Of New York January 2004 - February 2007
Skills
Program Management, Integration, Business Analysis, Product Management, Enterprise Architecture, CRM, Management Consulting, Process Improvement, Management, Consulting, Data Warehousing, Software Project..., Financial Services, Leadership, Analytics, Risk Management, Software Development, Business Process..., IT Strategy, Strategy, PMO, Solution Architecture, SDLC, Information Technology, PMP, Resource Management, Business Intelligence, Project Management, Project Portfolio..., Change Management, Team Management, Cross-functional Team..., Vendor Management, Banking, Requirements Analysis, Training, Business Process, Governance, Business Transformation, Outsourcing, Business Process..., Asset Management, Fixed Income, Equities, Compliance, Trade Compliance, Derivatives, Data Analytics, Mutual Funds, Risk Assessment
Education
University of Pennsylvania - Wharton School & Penn Engineering 2004 — 2007
MSE
Birla Institute of Technology and Science
M.M.S.
Birla Institute of Technology and Science, Pilani
B.E. (HONS)
JPMorgan Chase October 2006 - Present
The Bank of New York 1990 - 2008
The Bank of New York May 1990 - September 2006
Education
Capella University 2005 — 2008
St. Thomas Aquinas College
BS
The Bank of New York March 2006 - Present
Citigroup, Inc January 2005 - January 2006
Education
City University of New York-Brooklyn College 2006 — 2008
City University of New York 2004 — 2006
Associates, Business
Federal Deposit Insurance Corporation January 1990 - Present
National Bank of Washington 1987 - 1990
The Bank of New York 1982 - 1987
Jackson Lewis LLP 1979 - 1982
Skills
Privacy Law, Information Security, Information Technology, Risk Management, Policy, Banking, Risk Assessment, Government
Education
Boston University School of Law 1976 — 1979
Doctor of Law (J.D.)
Colgate University 1972 — 1976
A.B., Political Science
FTD Companies, Inc 2005 - Present
MP3.com 2000 - 2004
First Republic Bank 1998 - 2000
The Bank of New York 1994 - 1998
Fleet Bank of Massachusetts 1993 - 1994
Skills
Variance Analysis, Analytics, Strategy, Sarbanes-Oxley Act, E-commerce, Forecasting, Financial Modeling, Strategic Financial..., Start-ups, Analysis, Financial Analysis, Process Improvement, SEC filings, Competitive Analysis, Mergers & Acquisitions, Cross-functional Team...
Education
Boston University - School of Management 1991 — 1993
Bachelor of Science (BS), Finance
HSBC Securities (USA), Inc June 2012 - Present
HSBC Securities (USA), Inc February 2012 - June 2012
HSBC Securities (USA), Inc August 2011 - February 2012
BNY Mellon Wealth Management November 2006 - August 2011
The Bank of New York March 2006 - November 2006
Reliable Capital Corporation October 2003 - September 2005
Federal Home Loan Bank of New York June 1999 - July 2003
Skills
Anti Money Laundering, Operational Risk..., Internal Controls, Project Management
Education
Binghamton University 1998 — 2003
Bachelor of Arts (B.A.), Philosophy, Politics and Law
Wilshire Associates May 2005 - Present
The Bank of New York March 1997 - May 2005
Education
California State University-Northridge 1979 — 1983
The Bank of New York March 2010 - Present
BNY Mellon May 2007 - March 2010
BNY Mellon April 2006 - April 2007
General Electric September 2003 - April 2006
Teradyne June 1999 - August 2001
Skills
Risk Management, Bloomberg, Quantitative Risk..., Microsoft Excel, BlackRock Aladdin, Intex Desktop, Portfolio Management, Fixed Income
Education
Boston University Questrom School of Business 2001 — 2003
MBA, Finance
Boston University 1994 — 1999
BS, Manufacturing Engineering
Michael Beamon Inc. November 2012 - Present
Primerica February 2008 - Present
Sirota Survey Intelligence June 2006 - September 2013
The Bank of New York September 2004 - June 2006
Skills
Event Management, Project Management, System Administration, Change Management, Microsoft Excel, Leadership Development, Research, .NET, Microsoft Office, Integration, Troubleshooting, Management, Security+, Team Leadership, Leadership, Data Analysis, Security, Microsoft SQL Server, SQL, Training
Education
Berkeley College 2002 — 2005
BBA, Office System Management
Morgan Stanley April 2014 - Present
Moody's December 2010 - April 2014
State Street January 2010 - December 2010
Ardour Capital Investments June 2008 - June 2009
The Bank of New York August 2005 - August 2007
Skills
Renewable Energy, Financial Analysis, Project Finance, Project Management, Business Analysis, Valuation, Corporate Finance, Bloomberg, Fixed Income, Finance, Strategy, Financial Modeling, Equities, Investment Banking, Portfolio Management, Capital Markets, Equity Research, Investments, Derivatives, Securities, Emerging Markets, Bloomberg Terminal, Hedge Funds, Bonds, Economics, Financial Accounting, Financial Reporting
Education
Boston University - School of Management 2007 — 2009
Master of Business Administration (MBA), Finance
Drew University 2001 — 2005
BA, Economics, Political Science
Ridgewood High School 1997 — 2001
Barclays Investment Bank January 2013 - Present
Barclays Capital February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers September 2005 - September 2008
The Bank of New York May 2002 - September 2005
Lazard 1999 - 2001
Education
Binghamton University 1993 — 1997
Binghamton University - School of Management 1993 — 1997
Conning Asset Management November 2003 - Present
TD Banknorth November 2002 - October 2003
The Bank of New York March 2000 - April 2002
BankBoston May 1999 - May 2000
Nationwide Insurance September 1993 - July 1997
Skills
Capital Structure, Financial Modeling, Finance, Risk Analysis, Security Analysis, Capital Markets, Fixed Income, Equities, Private Equity, Derivatives, Leadership, Investments, Credit Analysis, Business Strategy, Risk Management, Portfolio Management, Analysis, Asset Allocation, Due Diligence, Structured Finance, Credit, Bonds, High Yield, Asset Management, Investment Banking, Credit Risk, Alternative Investments, Bloomberg, Hedge Funds, Corporate Finance, Valuation, Investment Management, Securities, Financial Analysis
Education
Northeastern University - Graduate School of Business Administration 1997 — 1999
M.B.A.
Helsinki University of Technology 1998 — 1998
Certificate
Boston College 1988 — 1993
B.A.
BlackRock October 2011 - Present
Westwood Capital September 2007 - September 2011
Computershare 2005 - 2007
The Bank of New York 1993 - 2005
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS, Finance
MarketAxess 2008 - Present
MLB Advanced Media September 2001 - February 2008
Pinnacor/ScreamingMedia 2000 - 2001
The Bank of New York July 1999 - August 2000
Instinet Corporation February 1997 - July 1999
Skills
Data Center, Switches, Network Security, Security, Disaster Recovery, Networking, Cisco Technologies, Interpersonal Skill, Management, MPLS
Education
City University of New York City College 1996 — 2000
BSc., Electrical Engineering
Federal University of Technology Owerri 1991 — 1996
BSc, Electrical Engineering
AllianceBernstein June 2014 - Present
Goldman Sachs July 2013 - February 2014
Goldman Sachs February 2012 - July 2013
Goldman Sachs February 2011 - February 2012
Goldman Sachs July 2008 - February 2011
Fitch Ratings June 2007 - August 2007
The Abernathy Group December 2006 - May 2007
The Bank of New York June 2006 - August 2006
Skills
Portfolio Management, Municipal, Fixed Income Trading, Bonds, Credit Derivatives, Derivatives, CDS, Trading
Education
Binghamton University 2004 — 2008
BS Management, Finance, Leadership & Consulting
State Street November 2014 - Present
BNY Mellon June 2013 - October 2014
BNY Mellon November 2011 - June 2013
BNY Mellon September 2008 - October 2011
The Bank of New York 2006 - 2007
The Bank of New York, Europe 2005 - 2006
Skills
Global Strategy, Negotiating Contracts, P&L, Pricing Strategy, Program Execution, Mentoring, Driving Results, Contract Negotiation, Vendor Management, Financial Services, Income Statement, Securities, Program Management, Strategy, Investments, Banking, Fixed Income, Management, Product Management, Back Office, SDLC, Process Improvement, Product Development, Hedge Funds, Mergers & Acquisitions, Structured Finance, Equities, Risk Management, Capital Markets, Fund Administration, Integration, Derivatives, Global Custody, Mutual Funds, Middle Office, Financial Markets, Finance
Education
Harvard Business School 2014 — 2014
HBX - Disruptive Strategy
University of Pennsylvania 2014 — 2014
Gamification
Harvard Business School 2012 — 2012
Global Strategic Management
Columbia University - Columbia Business School 1998 — 2000
EMBA, Finance
California State University, Fresno 1988 — 1990
BA, Economics, Journalism
Deutsche Bank Securities June 2013 - Present
PB Capital November 2010 - June 2013
PB Capital April 2006 - November 2010
The Bank of New York 2000 - 2006
Skills
Credit Derivatives, Capital Markets, Credit Analysis, Credit, Fixed Income, Asset Management, Banking, Portfolio Management
Education
Boston University Questrom School of Business
MBA, Finance Concentration
Colgate University
International Relations, French
The Bank of New York October 1997 - Present
Education
California State University-Long Beach - College of Business Administration 1986 — 1991
Halstead Property June 2013 - Present
RR Donnelley and Sons October 2007 - February 2012
National Benefit and Pension Fund March 2003 - October 2007
The Bank of New York April 1995 - October 2002
Skills
Solid background in all..., Customer Service, Team Building, Adobe Acrobat, Project Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Training, Leadership, Management, Troubleshooting, Advertising, Program Management, Time Management, Account Management, Strategic Planning, Social Media, Salesforce.com, Start-ups, Process Improvement
Education
Borough of Manhattan Community College
Liberal Arts and Sciences, General Studies and Humanities
The Bank of New York Technology Project ManagerThe Bank of New York Mellon Corporation1987 - Present
Education
City University of New York City College
MARC JACOBS September 2007 - Present
Louis Vuitton North America June 2005 - September 2007
The Bank of New York July 2000 - June 2005
Education
Borough of Manhattan Community College 2006 — 2009
Buisness Administration
National Energy Marketers Association 2008 - Present
Gateway Energy Services Corporation March 2002 - Present
Net2Phone 2000 - 2002
Bear Stearns 1995 - 2000
Sony Electronics 1991 - 1995
The Bank of New York 1990 - 1991
Con Edison 1986 - 1990
Skills
Vendor Management, Process Improvement, Commodity Markets, Energy, Project Management, Business Analysis, E-commerce, Management, Microsoft SQL Server, Risk Management, Natural Gas, Strategic Planning, Change Management, Databases, Electricity Markets, Contract Negotiation, Information Analysis, IT Strategy, IT Management, Business Process...
Education
City University of New York-Brooklyn College 1982 — 1986
Tompkins Mahopac Bank August 2015 - Present
Hudson Valley Bank October 2005 - July 2015
The Bank of New York January 1979 - October 2005
The Bank of New York 1979 - 2005
Skills
Banking, Portfolio Management, Customer Relations, Commercial Banking, Credit, Commercial Lending, Loans, Credit Analysis, Commercial Mortgages, Risk Management, Treasury Management, Loan Origination, Financial Analysis, Credit Risk
Education
Borough of Manhattan Community College 1975 — 1977
Borough of Manhattan Community College 1975 — 1977
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
JPMorgan Chase October 2006 - Present
The Bank of New York October 2005 - October 2006
Credit Suisse First Boston May 2000 - September 2005
Skills
Corporate Governance, Trading, Alternative Investments, Hedge Funds, Equities, Securities, Capital Markets, Securities Regulation, Derivatives, Electronic Trading, FINRA, AML, Series 7
Education
Boston University School of Law 1986 — 1989
J.D., Law
Colgate University 1981 — 1985
B.A., English
DE SHRM 2008 - Present
Bank October 2007 - Present
NAAAHR 2011 - 2013
BCBS 2007 - 2007
BCBS 2007 - 2007
Accenture 1997 - 2000
The Bank of New York March 1994 - December 1997
McLane Corporation August 1985 - September 1993
Skills
Organizational..., Strategic Planning, Talent Management, Employee Relations, Leadership Development, Human Resources, Recruiting, Onboarding, Community Outreach, Employee Engagement, Employee Benefits, Benefits Administration, Personnel Management, Deferred Compensation, Career Development, College Recruiting, Performance Management, Resume Writing, Conflict Resolution, Organizational..., Leadership
Education
SHRM Seminar 2011 — 2012
California State University-San Bernardino - College of Business and Public Administration 1983 — 1986
Bachelors of Arts, Business/MIS
Lollaland LLC July 2009 - Present
Division One Inc January 2004 - December 2014
Blu: Element October 2002 - December 2003
The Bank of New York October 2001 - September 2002
Skills
Management, Start-ups, Fundraising, Product Development, Production Planning, Inventory Management, Operations Management, Social Networking, Marketing, Business Strategy, Strategy, Social Media, Strategic Planning, Entrepreneurship, Market Research, Recruiting, Advertising, Marketing Strategy
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
MBA, Entrepreneurial and Small Business Operations
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
BS, Management, Finance
UBS Wealth Management March 2008 - Present
Bank Hapoalim, NY Branches May 2001 - December 2007
Israel Discount Bank January 1997 - September 2000
The Bank of New York October 1986 - December 1996
Education
Brookdale Community College 1994 — 1998
Associate's, Business Administration
American Institute of Banking 1987 — 1989
Certificate, International Banking
Currently seeking new opportunities April 2015 - Present
Guardian Life Insurance 2009 - 2015
Guardian Life 2008 - 2009
Guardian Life 2005 - 2008
Guardian Life 1997 - 2005
Guardian Life 1994 - 1997
The Bank of New York 1991 - 1994
European American Bank - La Salle Bank 1989 - 1992
Skills
IT Strategy, Program Management, Vendor Management, SDLC, Business Analysis, Risk Management, Requirements Gathering, Insurance, Financial Services, Strategic Planning, IT Management, Change Management, Requirements Analysis, Process Improvement, Software Project..., Financial Planning, Business Process..., IT Solutions, IT Financial Management, IT Business Strategy, Executive Management, SQL, Disaster Recovery, Visio, Management, CRM, Leadership, Strategy, Business Intelligence, Project Management, Information Technology, Enterprise Architecture, Enterprise Software, Software Development, PMO, Project Portfolio..., Digital Marketing, Email Marketing, Integration, Outsourcing, Regulatory Compliance
Education
Binghamton University
BS, Computer Science and Mathematics
Long Island University, C.W. Post Campus 1995 — 1999
Master's Degree, Management Engineering - Computer Science
Computershare January 2012 - Present
BNY Mellon July 2007 - December 2011
The Bank of New York 2002 - 2007
The Bank of New York 1998 - 2002
Skills
Visio, Business Analysis, Project Management, Process Improvement, Business Process..., SDLC, Risk Management
Education
Binghamton University 1992 — 1997
Bachelor of Science (BS), Biology, General
EY February 2011 - Present
The Bank of New York September 2009 - December 2010
Internet Consulting Services September 2008 - September 2009
Wipro Technologies August 2004 - August 2008
Skills
Enterprise Architecture, Solution Architecture, SDLC, SOA, Systems Analysis, Big Data, IT strategy, Business Architecture, IT Enabled Business..., Requirements Gathering
Education
Syracuse University 2008 — 2010
M.S, Information Management
Bharathiar University 2000 — 2004
B.E, Information Technology
Swiss Re August 2010 - Present
Insana Capital Partners, L.P. August 2006 - August 2010
Institutional Credit Partners, LLC June 2005 - August 2006
The Bank of New York September 2000 - June 2005
Skills
Hedge Funds, Capital Markets, Corporate Governance, Financial Analysis, Fixed Income, Investments, Securities, Portfolio Management, Strategic Planning
Education
Brooklyn Law School 1997 — 2000
JD
Binghamton University 1992 — 1996
BA, Economics
Empire Merchants January 2010 - Present
Tax Solutions, Inc. March 2007 - Present
Emerging Vision August 2007 - February 2009
The Bank of New York June 2005 - August 2007
Robert Half Finance & Accounting January 2007 - April 2007
Hanover Transcription Services June 2001 - August 2004
Villia Russo Catering November 2003 - June 2004
Education
Briarcliffe College 2004 — 2007
Bachelor Degree, Business & Accounting
Van Dien Asset Management LLC July 2009 - Present
The Bank of New York November 1998 - August 2008
Columbus Circle Investors November 1995 - December 1997
The Bank of New York August 1988 - November 1995
Skills
Equities, Equity Research, Investment Advisory, Analysis, Alternative Investments, Portfolio Management, Asset Management, Asset Managment
Education
Bucknell University 1982 — 1986
BA, Economics, mathematics
Moses & Singer LLP March 2015 - Present
Thompson Hine LLP December 2007 - March 2015
The Bank of New York 2005 - 2007
Citibank, N.A. 1997 - 2005
Education
Boston College Law School 1984 — 1987
JD, Law
Yale University 1977 — 1981
Adminstrative Science
Towers Watson (Towers Perrin) March 2008 - Present
UBS Wealth Management June 2000 - October 2007
The Bank of New York September 1996 - June 2000
Skills
Portfolio Management, Financial Analysis, Analysis, Equities, Financial Risk, Department Budgeting, Budgets, Procurement, Purchasing, CRM, Bloomberg, Customer Service, Print Management, Managed Print Services, Microsoft Office, Project Management, Strategic Planning, Leadership, Valuation, Data Analysis, Financial Modeling, Microsoft Excel, Risk Management, Staff Supervision
Education
Pace University 2002 — 2005
Finance
City University of New York-Brooklyn College 1990 — 1993
Education
Golden Empire Mortgage, Inc. February 2010 - Present
The Bank of New York May 2009 - February 2010
Insure Now November 2008 - May 2009
Homecomings Financial June 2005 - December 2007
Pinnacle Financial September 2001 - May 2005
Education
Cerritos College
General Education
US Bank August 2010 - Present
The Bank of New York November 2004 - August 2008
Skills
Asset Management, Credit Analysis, Hedge Funds, Investment Banking, Due Diligence, Alternative Investments, Mergers & Acquisitions, Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
MBA & MSc, Finance
Columbia University in the City of New York 2000 — 2004
BA, History
Marsh June 2004 - Present
The Bank of New York August 2000 - June 2004
Skills
Budgeting, Financial Reporting, Forecasting, Access, Financial Analysis
Education
Binghamton University - School of Management 1999 — 2000
MBA, Concentration in Finance
State University of New York College at Oneonta 1995 — 1998
BS, Economics
Crowne Group LLC January 2015 - Present
Federal-Mogul Corporation January 2014 - January 2015
Federal-Mogul Corporation August 2012 - December 2013
Federal-Mogul Corporation May 2005 - August 2012
Delphi Corporation January 2005 - May 2005
Delphi Corporation October 2001 - January 2005
Delphi Corporation July 1999 - October 2001
General Motors April 1997 - July 1999
GM Treasurer's Office April 1995 - April 1997
The Bank of New York July 1987 - July 1989
Skills
Financial Analysis, Mergers, Budgeting, Forecasting, Strategic Planning, Financial Reporting, Business Planning, Cost Reduction, Automotive, P&L Management, Accounting, Negotiation, Financial Modeling, Due Diligence, Restructuring, Corporate Finance, Financial Management, Process Improvement, Business Strategy, Executive Management, Contract Negotiation, Team Building, Cash Flow, Organizational..., P&L, Mergers & Acquisitions, Managerial Finance, Sarbanes-Oxley Act, Income Statement, Hyperion Enterprise, Budgets, Hyperion
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA, Finance & Accounting
Boston College 1983 — 1987
BA, Economics
Huntington High School
America Works June 2008 - Present
GfK 2005 - 2008
Department of Design and Construction 1999 - 2004
The Bank of New York 1998 - 2000
Skills
Public Speaking, Research, Performance Management, Recruiting, Microsoft Office, Marketing, Spanish, Case Managment, Career Counseling, Mentoring, Survey Design, Problem Solving, Project Planning, Project Management, Conflict Resolution, Marketing Research, Client Intake, Training, Applicant Tracking..., Market Research, Talent Acquisition, Coaching, Temporary Placement, Internet Recruiting, Customer Service, Social Media, PowerPoint, Microsoft Excel, Management, Human Resources, Nonprofits
Education
York College 2003 — 2006
Marketing, Marketing, Computer Operations
Borough of Manhattan Community College 2000 — 2003
Computer Operations, Computer Science
Bank of America Merrill Lynch May 2013 - Present
US Bank - Asset Based Finance June 2012 - April 2013
Bank of America Merrill Lynch November 2008 - June 2012
Harman Beshane Industries/1800Radiator February 2006 - September 2008
GMAC Commercial Finance April 2001 - February 2006
Fleet Capital Corp (Bank of America) 1998 - 2001
The Bank of New York June 1992 - March 1998
Skills
Asset Based Lending, Debt, Commercial Lending, Commercial Finance, Structured Finance, Syndications, Credit Analysis, Portfolio Management, Financial Structuring, Capital Markets, Credit, Underwriting, Commercial Banking, Corporate Finance, Banking
Education
California State University-Northridge 1990 — 1992
Bachelor of Business Administration (BBA), Finance and Real Estate
Cal Poly San Luis Obispo 1987 — 1989
Economics
SunGard August 2013 - Present
The Bank of New York Mellon July 1994 - October 2011
Mitchell Hutchins Asset Management April 1989 - July 1994
The Bank of New York January 1988 - April 1989
Dreyfus February 1986 - January 1988
Skills
Project Management, Information Technology, Risk Management, Business Analysis
Education
Binghamton University - School of Management 1981 — 1985
BS, Accounting
The Bank of New York Mellon 2007 - 2009
The Bank of New York 2006 - 2007
The Bank of New York 1998 - 2006
The Bank of New York 1989 - 1998
The Bank of New York 1987 - 1989
The Chase Manhattan Bank 1985 - 1987
Skills
Training, Talent Management, Change Management, Strategy, Leadership, Onboarding, Management, Team Building, Coaching, Project Management, Strategic Planning, Customer Service, Instructional Design, Management Development, Product Management, Sales, Integration, Staff Development, Talent Acquisition, Human Resources, Organizational..., Succession Planning, Program Management
Education
Brown University
A.B., Psychology
PGB Trust & Investments September 2009 - Present
U.S. Trust, Bank of America Private Wealth Management January 1997 - February 2009
Meredith, Martin & Kaye September 1994 - December 1996
Freeman Securities 1990 - 1994
County NatWest Govt Securities, Inc. September 1987 - February 1988
The Bank of New York 1983 - 1987
Education
Fordham Gabelli School of Business 1986 — 1989
MBA, Finance
Bucknell University 1978 — 1982
BA
Kent PlaceSchool 1970 — 1978
FIS Global August 2013 - Present
Mitchell & Titus, LLP March 2012 - August 2013
Morgan Stanley Smith Barney June 2010 - March 2012
KPMG Advisory June 2004 - November 2008
Dexia Credit Local September 2003 - June 2004
The Bank of New York March 2000 - September 2003
RFCUNY 1998 - 2000
Skills
Financial Audits, Internal Audit, Auditing, Risk Assessment, Internal Controls, Sarbanes-Oxley Act
Education
Binghamton University - School of Management
Bachelor of Science, Accounting
Florida Institute of Technology
MBA, Accounting, Finance
Stone Coast Fund Services December 2013 - Present
The Bank of New York June 2008 - December 2013
Skills
Financial Analysis, Risk Management, Bloomberg, Auditing, Accounting
Education
Boston University 2009 — 2012
MS, Banking and Financial Management
Stonehill College 2004 — 2008
BA, Finance/Economics
Robert Wood Johnson University Hospital (RWJUH), New Brunswick, New Jersey June 2009 - Present
Starpoint Solutions August 2010 - October 2010
Professional Service Group of Central New Jersey July 2009 - February 2010
UBS Financial Services, Inc October 1994 - August 2007
UBS Financial Services, Inc October 1994 - April 1999
The Bank of New York March 1986 - October 1994
The Bank of New York March 1981 - March 1986
Skills
DB2, Project Management, CICS, VSAM, COBOL, Business Analysis, Management, Databases, JCL, SDLC, TSO, Fileaid, Mainframe, Microsoft Office, Program Management
Education
City University of New York 1989 — 1994
BSc, Information System Management
Borough of Manhattan Community College 1983 — 1987
Associate in Applied Science, Computer Programming
Raritan Valley Community College
Silicon Valley Bank 2014 - Present
BNY Mellon 2010 - 2014
Capco 2009 - 2010
The Bank of New York 2006 - 2009
Russell/Mellon Analytical Services December 2001 - September 2006
Actuate Corporation 2000 - 2001
Skills
Vendor Management, Change Management, Project Management, PMO, PMP, Program Management, Consulting, Management, Project Planning, Portfolio Management, Product Development, Governance, Outsourcing, Process Improvement, Vendor Relationships, Risk Management, Business Analysis, Leadership, Quality Assurance, Financial Services, Business Process..., Budgets, Team Building, IT Strategy, Business Transformation, SDLC, Management Consulting, Requirements Analysis, Requirements Gathering, Software Project..., Project Portfolio...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1994
Bachelor of Science (BS), Accounting
CEGEP - John Abbott College 1989 — 1991
Diploma - Business Administration, Business Administration
Brooklyn College May 2004 - Present
Brooklyn College Office of Undergraduate Admissions 2002 - Present
Brooklyn College September 2004 - May 2012
NDB February 1998 - November 2001
The Bank of New York February 1994 - February 1998
Skills
Social Media, Microsoft Excel, Teaching, Higher Education, Career Counseling, International Relations, Resume Writing, Non-profits, Public Speaking, Student Affairs, Staff Development, Data Analysis, Leadership Development, Student Development, Editing, Analysis, Microsoft Word, Research, Microsoft Office, Program Development, Admissions, PowerPoint, Community Outreach, Grant Writing, Nonprofits
Education
City University of New York-Brooklyn College 1997 — 2002
BA, Political Science
Citi April 2013 - Present
Citco Fund Services May 2008 - August 2008
The Bank of New York May 2007 - August 2007
Skills
Derivatives, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2010
Wesleyan University 2005 — 2009
Bachelor of Arts, Math and Economics
FTI Consulting, Inc. February 2010 - Present
PricewaterhouseCoopers LLP January 2007 - December 2009
PricewaterhouseCoopers LLP January 2006 - May 2006
The Bank of New York September 2005 - January 2006
Character Studies Productions (PBS Series) June 2005 - September 2005
Skills
Tax, Corporate Tax, Tax Research, Income Tax, Tax Accounting, General Ledger, Partnership Taxation, Tax Preparation, Accounting, International Tax, US GAAP, GAAP, Tax Law, Tax Returns, Financial Accounting, Tax Advisory
Education
City University of New York-Brooklyn College 2003 — 2006
BS, Accounting
Goldman Sachs October 2013 - Present
Bank of America Merrill Lynch January 2008 - September 2013
Merrill Lynch February 2005 - December 2008
The Bank of New York January 2001 - January 2005
Skills
Trading, Financial Risk, Middle Office, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Risk Management, Hedge Funds, Securities
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
Master of Science (MS), Computational Finance
Indian Institute of Management, Ahmedabad 1998 — 2001
MBA, Finance, Systems
Bank of America November 2009 - Present
Northeast Residential Mortgage Corp. May 2009 - October 2009
Gateway Funding January 2003 - April 2009
Bank of America April 1996 - September 2000
The Bank of New York February 1994 - April 1996
United Jersey Bank, NA. (now Bank of America, NA) October 1991 - February 1994
Bank of America June 1988 - October 1991
Skills
Credit, Risk Management, Credit Risk, Portfolio Management, Loans, Finance, Mortgage Lending, Leadership, Financial Services, Structured Finance, Financial Risk, Commercial Lending, Management, Underwriting, Credit Analysis, Commercial Banking, Banking
Education
California Polytechnic State University-San Luis Obispo
B. S., Agriculture Management
Thunderbird School of Global Management
MBA, International Management
Accenture September 2010 - Present
BNY Mellon 2000 - 2009
The Bank of New York 2000 - 2007
Skills
Recruiting, Organizational..., Deferred Compensation, Policy, Customer Retention, Employee Relations, Talent Management, Performance Management, Talent Acquisition, Human Resources, Organizational Design, Organizational..., Workforce Planning, Employee Engagement, Succession Planning, HR Consulting, PeopleSoft, Change Management, Onboarding, Applicant Tracking...
Education
Columbia University 1998 — 2000
MS, Social Work
Bucknell University 1993 — 1997
BA, Psychology & Education
JP Morgan Chase –Retirement Plan Services – Overland Park, KS October 2012 - Present
JP Morgan Chase – New York, NY January 2012 - June 2012
Citi Private Banking - Citibank October 2007 - September 2009
LY & BA Inc November 2003 - October 2007
The Bank Of New York March 1997 - November 2003
Education
City University of New York City College
M.A, ECONOMICS
City University of New York-Herbert H. Lehman College 1992 — 1996
ba, Double; Economics and Political Science
U.S. Bank December 2013 - Present
GE Capital Markets June 2007 - July 2013
The Bank of New York June 1992 - June 2007
Skills
Capital Markets, Corporate Finance, Investment Banking, Investments, LBO, Equities, Private Equity, Portfolio Management, Financial Structuring, Structured Finance, Alternative Investments, Leveraged Finance, Fixed Income, Hedge Funds, Valuation, Private Placements, Credit Analysis, Structured Products, High Yield, Financial Modeling, Due Diligence, Debt Restructuring, Syndications, Leveraged Lending, Mergers & Acquisitions
Education
University of Chicago Graduate School of Business 1990 — 1992
MBA, Accounting and Finance
Binghamton University - School of Management 1984 — 1988
Bachelor of Science (B.S.), Finance and Financial Management Services
Fulton Bank of New Jersey April 2012 - Present
Sovereign Bank 2011 - 2012
Beneficial Savings Bank February 2008 - March 2011
Burlington County College Foundation 2008 - 2011
Toronto Dominion June 2004 - January 2007
Fleet Bank February 1990 - April 2004
Summit Bank 1990 - 1998
The Bank of New York 1990 - 1991
First Fidelity Bank 1980 - 1990
First Fidelity Bank 1980 - 1990
Skills
Leadership, Small Business Lending, Commercial Lending, Banking, Management, Consumer Lending, Commercial Banking, Loans, Lines Of Credit, Retail Banking, Credit, Credit Analysis, Risk Management, Financial Analysis, Mortgage Lending, Coaching, Sales, Cash Management, Loan Origination, Asset Based Lending, Relationship Management, Portfolio Management, Credit Risk, Underwriting, Cross Selling, Commercial Mortgages, Treasury Management, Mortgage Banking, Financial Services
Education
Bloomfield College 1973 — 1977
BA, Business Administration
Tramp Communications Co September 2001 - Present
Frontier Consultants Corporation April 1988 - Present
Mercedes Benz USA September 2000 - September 2001
Citicorp April 2000 - September 2000
Bowne Management Systems September 1999 - April 2000
CK-Witco Corporation January 1999 - November 1999
Deutsche Bank, North America August 1998 - April 1999
The Bank of New York March 1996 - February 1999
Lipper Analytical Services, Inc December 1992 - March 1996
NYNEX Corporation October 1995 - December 1995
Skills
Business Process, Visio, Software Documentation, Integration, SDLC, Business Analysis, Management, SAP R/3, Program Management, Databases, Testing, Start-ups, Access, Quality Assurance, E-commerce
Education
Kyoto University 1970 — 1973
MS, Engineering Geophysics
Kyoto University 1966 — 1970
BS, Mineral Science and Technology
Chiba University 1965 — 1966
Diploma, Technical Japanese Language
Mindanao State University 1962 — 1965
Electrical Engineering
Barrantys LLC October 2007 - Present
First Niagara Bank 2005 - 2007
The Bank of New York 1999 - 2005
JPMorgan Chase & Co. 1985 - 1999
Skills
Wealth Management, Equities, Investments, Asset Managment, Securities, Hedge Funds, Portfolio Management, Asset Management, Alternative Investments, Financial Services, Banking, Financial Analysis, Capital Markets, Fixed Income, Credit, Asset Allocation, Finance, Strategic Financial...
Education
Canisius College
Bachelor's Degree, Business Administration and Management, General
Constantine Control Associates February 2004 - Present
The Bank of New York August 2000 - November 2003
Constantine Control Associates June 1997 - August 2000
Skills
Microsoft Office, Quickbooks, PowerPoint
Education
City University of New York-Brooklyn College 2006 — 2010
Bachelors Degree, Accounting
Long Island University, Brooklyn Campus 1994 — 1996
None, Took freshmen courses
Goldman Sachs April 2014 - Present
Goldman Sachs April 2012 - April 2014
Goldman Sachs July 2010 - April 2012
GOLDMAN, SACHS & CO October 2000 - July 2010
ITOCHU INTERNATIONAL May 2000 - October 2000
THE WEIL MEDICAL SCHOOL OF CORNELL UNIVERSITY July 1997 - May 2000
The Bank of New York November 1995 - June 1997
Skills
Account Reconciliation, Banking, Accounting, Treasury Management, Treasury, Management, Funding, Accounts Receivable, Financial Risk
Education
Brooklyn College 1990 — 1994
Bachelor of Science (BS), Finance & Management
City University of New York-Brooklyn College 1989 — 1994
BS, Finance & Managment
AIG August 2015 - Present
AIG March 2013 - Present
Day Pitney LLP October 2012 - March 2013
L'Abbate, Balkin, Colavita & Contini February 2010 - September 2012
Bulkley, Richardson & Gelinas September 2008 - November 2009
Protiviti June 2004 - September 2005
PwC March 2001 - March 2004
The Bank of New York February 1999 - January 2001
Skills
Litigation, Employment Law, Corporate Governance, Due Diligence, Litigation Support, Compliance, Audit, Sarbanes-Oxley, Product Liability, Civil Litigation
Education
Boston University School of Law 2003 — 2006
JD, Law
Rutgers, The State University of New Jersey-Newark 1996 — 2000
BS, Accounting
BCB COMMUNITY BANK March 2007 - Present
JP MORGAN CHASE September 2005 - March 2007
THE BANK OF NEW YORK April 2004 - September 2005
WACHOVIA BANK, A WELLS FARGO COMPANY March 1987 - April 2004
Skills
New Business Development, Sales Management, Account Management, Customer Service, Coaching, Customer Relations, Commercial Banking, Small Business Lending, Banking, Commercial Lending, Loans, Team Building, Cross Selling, Consumer Lending, Investments, Retail, Lines Of Credit, Branch Management, Commercial Credit, Retail Banking, Commercial Mortgages, Deposits, Community Banking, Term Loans, Merchant Services, Home Equity, Servicing, Credit Cards, Bank Operations, Branch Banking, Construction Loans, Loan Documentation, Home Equity Loans, Remote Deposit Capture, KYC, Credit, Loan Origination
Education
AMERICAN INSTITUTE OF BANKING 1988 — 1996
Brooklyn College 1968 — 1972
B.A., ECONOMICS, EDUCATION
Lafayette High School 1964 — 1968
Academic Studies H.S. Diploma, Academic Studies
EY October 2014 - Present
Ernst & Young September 2012 - September 2014
Ernst & Young September 2011 - September 2012
Ernst & Young June 2010 - May 2011
Ernst & Young January 2009 - March 2009
The Bank of New York May 2008 - August 2008
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSA, Accounting
Boston College 2006 — 2010
B.A., Economics
GE Capital May 2006 - Present
The Bank of New York September 1997 - May 2006
PNC Financial Services 1994 - 1997
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA
Bucknell University 1987 — 1991
BA, Economics
T. Rowe Price December 2007 - Present
The Bank of New York January 2000 - November 2007
The New York Community Trust January 1999 - December 2000
J.P. Morgan Investment Management November 1996 - January 1999
The Bank of New York October 1993 - November 1996
Education
Binghamton University 1989 — 1993
BA, Mathematics
Nth Degree November 2014 - Present
GfK Custom Research North America May 2013 - November 2014
Valeant Pharmaceuticals May 2011 - May 2013
Double-Take Software May 2007 - November 2010
JP Morgan Chase November 2006 - April 2007
The Bank of New York June 2005 - October 2006
Skills
Purchasing, Microsoft Excel, Outlook, Accounts Payable, Customer Service, Payroll, Process Improvement, Invoicing, Budgets, Accounting, Accounts Receivable, Auditing, Banking, Forecasting, General Ledger, Management, Account Reconciliation
Education
Bloomfield College 2007 — 2010
BS, Finance
Gibbs College 2004 — 2006
Associate's, Accounting
US Bank Global Corporate Trust Services January 2015 - Present
JPMorgan Chase July 2007 - August 2012
Fifth Third Bank May 1997 - June 2007
Chase Manhattan Bank June 1995 - 1997
The Bank of New York December 1993 - May 1995
Skills
Fixed Income, Securities, Wealth Management, Bloomberg, Hedge Funds, Relationship Management, 401k, Asset Managment, Investments, Derivatives, Global Custody, Investment Banking, Banking, Mutual Funds, Alternative Investments, Cash Management, Treasury Management, Foreign Exchange, Operational Risk, Cross Selling, Prime Brokerage, Corporate Actions, Back Office, Series 7, Financial Services, Financial Analysis, Equities, Bonds, Asset Management
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Finance and International Business
EY June 2008 - Present
CIT June 2006 - June 2008
The Bank of New York May 2004 - June 2006
The Bank of New York October 1989 - May 2004
Skills
AML, Risk Management, Contractual Audit, Risk Assessment, Compliance and Ethics..., Trade Sanctions..., Sarbanes-Oxley Act, Internal Controls, Financial Risk, Financial Services, Due Diligence, Process Improvement, Management, Leadership, Anti Money Laundering, Enterprise Risk..., Financial Analysis, Internal Audit, Auditing, Banking, Finance, Program Management
Education
Walden University 2005 — 2008
MBA, Global Business
Bloomfield College
B.S., Management and Finance
Aurora Electric Inc October 2000 - Present
The Bank of New York April 1982 - August 1997
Skills
Budget, Financial Reporting, Accounting, Accounts Payable, General Ledger, Accounts Receivable, Payroll, Cash Flow, Budgets, Account Reconciliation, Variance Analysis, GAAP, Internal Controls, Cost Accounting, Financial Audits, Fixed Assets
Education
Borough of Manhattan Community College
St. John's University
Business Management
ESG Financial Services 1993 - Present
The Bank of New York 1991 - 1992
New York City Department of Finance 1983 - 1990
Chase Manhattan Bank 1974 - 1983
Education
Harvard University 1972 — 1974
M.A., Middle East Studies
City University of New York City College
B.A., Asian Studies
Kelly Services October 2012 - Present
BNY Mellon July 1985 - April 2011
THE BANK OF NEW YORK MELLON January 1999 - January 2011
THE BANK OF NEW YORK January 1995 - January 1999
Check Services January 1991 - January 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Cash Flow, General Ledger, PeopleSoft, AML, Account Reconciliation, Accounts Receivable, Mortgage Lending, Credit, Accounting, Banking, Training, Risk Management, Payments, Cash Management, Financial Analysis, Analysis, Finance, Financial Risk, Process Improvement, Financial Services, Business Analysis, Strategic Financial..., Auditing, Fixed Income, Relationship Management, Credit Risk, Management, Corporate Finance, Treasury Management, Retail Banking, Credit Analysis, Portfolio Management, Loans, Mutual Funds, Commercial Banking, Lotus Notes, Investments
Education
City University of New York City College 1982 — 1985
City College 1982 — 1984
Electrical Engineering
Alliance Benefit Group - Pentegra Retirement Services August 2012 - Present
Alliance Benefit Group - Pentegra Retirement Services June 2010 - August 2012
White Plains City School District September 2007 - June 2010
Diversified January 2001 - September 2001
The Bank of New York October 1997 - January 2001
Stanwich (The Bank of New York) February 1995 - October 1997
Skills
CCH Tax Research, FT Williams Tax software, Sungard Reliance..., Schwab Retirement..., SalesForce, PowerPoint, SharePoint, BSP, Microsoft SPSS, Microsoft Office Home..., Microsoft Project
Education
Boston University - School of Management 2012 — 2015
Master of Science (M.S.), Project Management
City University of New York-Hunter College
BA, Economics
BNY Mellon July 2007 - Present
The Bank of New York December 1991 - September 2007
The Bank of New York July 1986 - December 1991
Skills
Financial Risk, Insurance, Management, Accounting, Equities, Hedge Funds, Risk Management, Employee Benefits, Fixed Income, Property & Casualty..., Enterprise Risk...
Education
Fordham University - Graduate School of Business Administration 1985 — 1990
MBA, Accounting/Finance
City University of New York-Brooklyn College 1971 — 1975
Master of Arts (M.A.), Education -Reading Specialist
Brooklyn College 1969 — 1971
BS, Education/Accounting
Borough of Allendale 2012 - Present
The Bank of New York 1977 - 2001
Education
Boston College
M.Ed., Educational Psychology
Newton College
B.A., Psychology
Allegient, LLC October 2014 - Present
BNY Mellon June 2004 - September 2014
BNY Mellon February 2011 - January 2014
SunGard 2002 - 2004
ING North America 2001 - 2002
The Bank of New York 2000 - 2001
Conseco Services, LLC 1997 - 2000
Skills
BANK OPERATING..., ISO7775, 15022 and..., Large Scale Project..., Client Relationship..., Collaborative Leadership, Risk Mitigation, Articulate Presentation..., Financial Services, Treasury Management, Bonds, Project Management, Mutual Funds, Risk Management, CRM, Cash Management, Treasury, Settlement, Leadership, Securities, Credit Risk, Fixed Income
Education
Butler University 1993 — 1996
Bachelor of Science (BS), Finance, General
McGraw-Hill August 2000 - Present
The Bank of New York November 1996 - August 2000
Edward S Gordon November 1995 - November 1996
Skills
Microsoft Office 2003, Legal Assistance, Legal Documents, Legal Issues, Internet Explorer, Microsoft Excel, Microsoft Word, Outlook, PowerPoint
Education
Borough of Manhattan Community College
Business Spanish
Graduate of Taylor Secretarial School
Dipolma, Administrative Assistant and Secretarial Science, General
Kohl's Distribution Center 2010 - 2012
The Bank of New York June 1987 - March 2007
Skills
Bilingual, Multi Tasking, Solid computer skills, Phone Etiquette, Customer Service, Cashiering, Filing, Human Resources, Office Administration, Telephone Skills, Retail, Time Management, Payroll, Administrative..., Fax, Outlook, Travel Arrangements, Typing
Education
Borough of Manhattan Community College 1984 — 1989
Associate's degree, Administrative Assistant and Secretarial Science, General
Harry S Truman 1980 — 1984
Diploma, Academic
The Bank of New York October 1980 - Present
Education
Borough of Manhattan Community College
Master of Business Administration (MBA)
The Bank of New York November 1982 - January 1988
The Bank of New York 1982 - 1988
New England Bankcard Association 1 September 1978 - September 1980
Skills
SKILLS SUMMARY: •..., Banking, Business Analysis, Customer Service, Management, Microsoft Office, Leadership, Risk Management, Research, Change Management, Strategy
Education
Elizabeth Seton College, New York, New York90 Credits – Business Management IBM Professional Semin
Business Administration, Management and Operations
The American Institute of Banking 2015 — 2022
Certificate in Bank Operations Management, Businesss Management Bank Operations
Borough of Manhattan Community College
Business Management Data Processing
Northeastern University 1975 — 1977
Civil Engineering
The Bronx High School of Science 1971 — 1975
New York City Science Diploma, Honors Mathematics & Honors Science