The Bank of New York
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
The Bank of New York List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bank of New York. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bank of New York Employees
Employee
Years
Job
Industry
Tony Creanza Tony Creanza's The Bank of New York Experience October 2002 - October 2006
Job Vice PresidentCommercial Banking at TD Bank
Industry Banking
Experience
TD Bank March 2013 - Present
JPMorgan Chase October 2006 - February 2013
The Bank of New York October 2002 - October 2006
Scotiabank July 1998 - October 2002
Citibank May 1991 - July 1998
Transamerica 1989 - 1991
Transamerica 1989 - 1991
Skills
Credit, Banking, Loans, Finance, Investment Banking, Small Business Lending, Underwriting, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Asset Management, Due Diligence, Private Equity, Corporate Finance, Valuation, Mergers & Acquisitions, Strategic Financial..., Risk Management, Commercial Lending, Mergers, Financial Services, Credit Risk, Credit Analysis, Commercial Banking, Accounting
Education
Washington University in St. Louis - Olin Business School 1995 — 1998
MBA, Finance and International Business
State University of New York at New Paltz 1987 — 1989
BS Finance
Dominican College of Blauvelt 1985 — 1987
Finance
Chester Jr Sr High School 1981 — 1985
TD Bank March 2013 - Present
JPMorgan Chase October 2006 - February 2013
The Bank of New York October 2002 - October 2006
Scotiabank July 1998 - October 2002
Citibank May 1991 - July 1998
Transamerica 1989 - 1991
Transamerica 1989 - 1991
Skills
Credit, Banking, Loans, Finance, Investment Banking, Small Business Lending, Underwriting, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Asset Management, Due Diligence, Private Equity, Corporate Finance, Valuation, Mergers & Acquisitions, Strategic Financial..., Risk Management, Commercial Lending, Mergers, Financial Services, Credit Risk, Credit Analysis, Commercial Banking, Accounting
Education
Washington University in St. Louis - Olin Business School 1995 — 1998
MBA, Finance and International Business
State University of New York at New Paltz 1987 — 1989
BS Finance
Dominican College of Blauvelt 1985 — 1987
Finance
Chester Jr Sr High School 1981 — 1985
Drew Desky Drew Desky's The Bank of New York Experience June 1990 - February 1994
Job Managing Partner, Rand Thompson Consultants
Industry Financial Services
Experience
Rand Thompson Consultants June 2009 - Present
Citigroup April 2005 - August 2008
Assurant January 2002 - February 2005
Assurant March 1997 - January 2002
Standard & Poor's February 1994 - February 1997
The Bank of New York June 1990 - February 1994
Citibank December 1988 - May 1990
Irving Trust Company August 1987 - December 1988
Skills
Executive Search, Career Development, Investment Banking, Corporate Finance, Capital Markets, Credit, Asset Management, Investment Advisory, Equity Research, Hedge Funds, Fund Of Funds, Private Equity, Private Banking, Wealth Management, Human Capital Management, Fixed Income Research, Bank Relationship..., Fund Accounting, Mergers, Derivatives, Retirement Solutions, Investor Relations, Sell Side, Buy-side, Controllers, Corporate Development, Asset Managment, Banking, Fixed Income, Mergers & Acquisitions, Credit Risk, Alternative Investments, Financial Services, Financial Analysis, Due Diligence, Structured Finance, Risk Management, Mutual Funds, Finance
Education
Dartmouth College 1983 — 1987
BA, Chemistry mod w/Math; Music
Rand Thompson Consultants June 2009 - Present
Citigroup April 2005 - August 2008
Assurant January 2002 - February 2005
Assurant March 1997 - January 2002
Standard & Poor's February 1994 - February 1997
The Bank of New York June 1990 - February 1994
Citibank December 1988 - May 1990
Irving Trust Company August 1987 - December 1988
Skills
Executive Search, Career Development, Investment Banking, Corporate Finance, Capital Markets, Credit, Asset Management, Investment Advisory, Equity Research, Hedge Funds, Fund Of Funds, Private Equity, Private Banking, Wealth Management, Human Capital Management, Fixed Income Research, Bank Relationship..., Fund Accounting, Mergers, Derivatives, Retirement Solutions, Investor Relations, Sell Side, Buy-side, Controllers, Corporate Development, Asset Managment, Banking, Fixed Income, Mergers & Acquisitions, Credit Risk, Alternative Investments, Financial Services, Financial Analysis, Due Diligence, Structured Finance, Risk Management, Mutual Funds, Finance
Education
Dartmouth College 1983 — 1987
BA, Chemistry mod w/Math; Music
Keith Roscoe Keith Roscoe's The Bank of New York Experience May 1997 - June 1998
Job Head Trader at Jericho Capital
Industry Financial Services
Experience
Jericho Capital December 2010 - Present
Hutchin Hill Capital October 2009 - September 2010
Schottenfeld Group November 2008 - October 2009
Prentice Capital Management May 2005 - September 2008
SAC Capital August 2001 - April 2005
Chris Blair Asset Management November 1999 - August 2001
Morgan Stanley June 1998 - October 1999
The Bank of New York May 1997 - June 1998
Education
Cornell University 1993 — 1997
BA, Economics
Jericho Capital December 2010 - Present
Hutchin Hill Capital October 2009 - September 2010
Schottenfeld Group November 2008 - October 2009
Prentice Capital Management May 2005 - September 2008
SAC Capital August 2001 - April 2005
Chris Blair Asset Management November 1999 - August 2001
Morgan Stanley June 1998 - October 1999
The Bank of New York May 1997 - June 1998
Education
Cornell University 1993 — 1997
BA, Economics
Calvin D. Nash Jr. Calvin D. Nash Jr.'s The Bank of New York Experience June 2006 - August 2006
Job Business Analysis and Corporate Development at Orthology Inc.
Industry Venture Capital & Private Equity
Experience
Orthology Inc December 2014 - Present
Forest Hills Capital Management June 2014 - November 2014
VuMedi, Inc January 2013 - June 2014
Hospital for Special Surgery and Weill Cornell Medical College Division of Health Policy June 2011 - August 2012
Lehman Brothers (Acquired by Barclays Capital) May 2008 - July 2008
Lehman Brothers (Acquired by Barclays Capital) May 2007 - July 2007
The Bank of New York June 2006 - August 2006
Education
Morehouse College
Bachelor of Arts (B.A.), Accounting
Columbia University College of Physicians and Surgeons
M.D. Candidate
Columbia University Postbaccalaureate Premedical Program
Certificate of Premedical Sciences
Orthology Inc December 2014 - Present
Forest Hills Capital Management June 2014 - November 2014
VuMedi, Inc January 2013 - June 2014
Hospital for Special Surgery and Weill Cornell Medical College Division of Health Policy June 2011 - August 2012
Lehman Brothers (Acquired by Barclays Capital) May 2008 - July 2008
Lehman Brothers (Acquired by Barclays Capital) May 2007 - July 2007
The Bank of New York June 2006 - August 2006
Education
Morehouse College
Bachelor of Arts (B.A.), Accounting
Columbia University College of Physicians and Surgeons
M.D. Candidate
Columbia University Postbaccalaureate Premedical Program
Certificate of Premedical Sciences
Maggie DaRonco Maggie DaRonco's The Bank of New York Experience September 1987 - August 1998
Job Senior IT Recruiter
Industry Information Technology and Services
Experience
Vega consulting Solutions October 2005 - Present
ABN AMRO 2003 - December 2004
ABN Amro Bank 1998 - 2004
the bank of New York September 1987 - August 1998
Skills
Sourcing, Talent Acquisition, Technical Recruiting, Vendor Management, Screening, Recruiting, Program Management, Internet Recruiting, Contract Recruitment, Temporary Placement, Screening Resumes, Leadership, SDLC, Applicant Tracking..., Training, Interviews, Hiring, Employee Relations, Benefits Negotiation, Change Management, Staffing Services, Management, Onboarding, Staff Augmentation, Outsourcing, Resource Management, Account Management, Team Management, Process Improvement, Cross-functional Team..., Team Building
Education
City University of New York-Herbert H. Lehman College 1980 — 1984
BA, Liberal Arts
Columbus College, Sevilla, Spain
Vega consulting Solutions October 2005 - Present
ABN AMRO 2003 - December 2004
ABN Amro Bank 1998 - 2004
the bank of New York September 1987 - August 1998
Skills
Sourcing, Talent Acquisition, Technical Recruiting, Vendor Management, Screening, Recruiting, Program Management, Internet Recruiting, Contract Recruitment, Temporary Placement, Screening Resumes, Leadership, SDLC, Applicant Tracking..., Training, Interviews, Hiring, Employee Relations, Benefits Negotiation, Change Management, Staffing Services, Management, Onboarding, Staff Augmentation, Outsourcing, Resource Management, Account Management, Team Management, Process Improvement, Cross-functional Team..., Team Building
Education
City University of New York-Herbert H. Lehman College 1980 — 1984
BA, Liberal Arts
Columbus College, Sevilla, Spain
Marge Moore's The Bank of New York Experience 1991 - 1992
Job System Operations Manager at Wenger NA
Industry Retail
Experience
DUSO Foods Distribution July 2014 - Present
Wenger NA 2011 - 2014
Crystal Run Healthcare 2009 - 2011
L'egent International 2006 - 2008
Wenger NA 1996 - 2006
Service Abstract Corp. 1992 - 1996
The Bank of New York 1991 - 1992
Legal Software Solutions 1987 - 1991
Legal Software Solutions 1986 - 1987
Skills
Troubleshooting, IBM iSeries, RPG, RPG III, IBM AS/400, Query400, DBU, SDA, OS/400, ILE, ERP, JCL, DFU, EDI, TL Ashford, FTP, AS400 Administration, AS400 system, SQL, CLP, Query Writing, Client Access, RPG II, TCP/IP, QRY, X12, ERP Software
Education
Sullivan County BOCES 2009 — 2009
CPC-A Certification, Medial Coding and Billing
Dominican College of Blauvelt 1996 — 1999
Bachelor's degree, Computer and Information Sciences, General
Weymouth Bus and Tech School 1986 — 1986
Certification, Computer Programming
Grumman Data Systems Institute 1983 — 1983
Certification, Computer Operations
DUSO Foods Distribution July 2014 - Present
Wenger NA 2011 - 2014
Crystal Run Healthcare 2009 - 2011
L'egent International 2006 - 2008
Wenger NA 1996 - 2006
Service Abstract Corp. 1992 - 1996
The Bank of New York 1991 - 1992
Legal Software Solutions 1987 - 1991
Legal Software Solutions 1986 - 1987
Skills
Troubleshooting, IBM iSeries, RPG, RPG III, IBM AS/400, Query400, DBU, SDA, OS/400, ILE, ERP, JCL, DFU, EDI, TL Ashford, FTP, AS400 Administration, AS400 system, SQL, CLP, Query Writing, Client Access, RPG II, TCP/IP, QRY, X12, ERP Software
Education
Sullivan County BOCES 2009 — 2009
CPC-A Certification, Medial Coding and Billing
Dominican College of Blauvelt 1996 — 1999
Bachelor's degree, Computer and Information Sciences, General
Weymouth Bus and Tech School 1986 — 1986
Certification, Computer Programming
Grumman Data Systems Institute 1983 — 1983
Certification, Computer Operations
Jay P. Woldar Jay P. Woldar's The Bank of New York Experience 1992 - 1996
Job SVP Lending Solutions Sales at Fiserv
Industry Financial Services
Experience
Fiserv August 2013 - Present
Fiserv February 2007 - August 2013
Klik Technologies 2003 - 2007
Citibank 2001 - 2003
ABN AMRO 1996 - 2001
EAB 1996 - 2001
The Bank of New York 1992 - 1996
The Chase Manhattan Bank 1988 - 1992
National Westminster Bank USA 1984 - 1988
Skills
Treasury Services, Public Speaking, Cash Management, New Business Development, Account Management, Sales Management
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Portfolio Management, International Finance
Colgate University 1980 — 1984
BA, Economics, History
Manhasset High School 1976 — 1980
Fiserv August 2013 - Present
Fiserv February 2007 - August 2013
Klik Technologies 2003 - 2007
Citibank 2001 - 2003
ABN AMRO 1996 - 2001
EAB 1996 - 2001
The Bank of New York 1992 - 1996
The Chase Manhattan Bank 1988 - 1992
National Westminster Bank USA 1984 - 1988
Skills
Treasury Services, Public Speaking, Cash Management, New Business Development, Account Management, Sales Management
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Portfolio Management, International Finance
Colgate University 1980 — 1984
BA, Economics, History
Manhasset High School 1976 — 1980
Michelle Parris-Thomas Michelle Parris-Thomas's The Bank of New York Experience 2002 - 2004
Job TAC/ NCIC/GCIC Trainer at Cobb County
Industry Government Administration
Experience
Cobb County April 2009 - Present
Cobb County 2007 - 2009
The Gift Wrap Company 2006 - 2007
The Bank of New York 2002 - 2004
Skills
Fashion Design, Graphic Design, Illustrator, Photoshop, InDesign, NCIC/GCIC certified, TAC certified, Training, Policy, Employee Training, Government, Logo Design, Illustration, Corporate Identity, Microsoft Office, Layout, Leadership
Education
CUNY New York City College of Technology 2000 — 2005
Associate's Degree, Art & Advertising Design
CUNY New York City College of Technology 2000 — 2005
Bachelor of Arts (BA), Design and Visual Communications
Cobb County April 2009 - Present
Cobb County 2007 - 2009
The Gift Wrap Company 2006 - 2007
The Bank of New York 2002 - 2004
Skills
Fashion Design, Graphic Design, Illustrator, Photoshop, InDesign, NCIC/GCIC certified, TAC certified, Training, Policy, Employee Training, Government, Logo Design, Illustration, Corporate Identity, Microsoft Office, Layout, Leadership
Education
CUNY New York City College of Technology 2000 — 2005
Associate's Degree, Art & Advertising Design
CUNY New York City College of Technology 2000 — 2005
Bachelor of Arts (BA), Design and Visual Communications
Jaisy George Jaisy George's The Bank of New York Experience January 2003 - April 2004
Job Financial Services Professional
Industry Real Estate
Experience
Century 21 Dawn's Gold Realty 2013 - Present
JG Capital Management 2007 - Present
JPMorgan Chase 2011 - 2012
GE Capital 2005 - 2009
Argent Mortgage Company, LLC 2004 - 2005
The Bank of New York January 2003 - April 2004
HSBC Bank USA February 1999 - January 2003
Skills
Financial Analysis, Finance, Loan Origination, Portfolio Management, Financial Risk, ACBS, Property Management, Residential Leasing, Risk Management, Affordable Housing, Yardi Voyager, Credit Analysis, SiteCompli, Remote Landlord, Loans, Banking, Mortgage Lending, Customer Service
Education
Mercy College 2005 — 2007
Banking, Real Estate concentration
City University of New York-Herbert H. Lehman College 1997 — 2001
BA, Political Science, Psychology minor
Century 21 Dawn's Gold Realty 2013 - Present
JG Capital Management 2007 - Present
JPMorgan Chase 2011 - 2012
GE Capital 2005 - 2009
Argent Mortgage Company, LLC 2004 - 2005
The Bank of New York January 2003 - April 2004
HSBC Bank USA February 1999 - January 2003
Skills
Financial Analysis, Finance, Loan Origination, Portfolio Management, Financial Risk, ACBS, Property Management, Residential Leasing, Risk Management, Affordable Housing, Yardi Voyager, Credit Analysis, SiteCompli, Remote Landlord, Loans, Banking, Mortgage Lending, Customer Service
Education
Mercy College 2005 — 2007
Banking, Real Estate concentration
City University of New York-Herbert H. Lehman College 1997 — 2001
BA, Political Science, Psychology minor
Julie Bothamley Julie Bothamley's The Bank of New York Experience 1989 - 1991
Job Portfolio Manager at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments June 2000 - Present
Royal Bank of Canada 1997 - 1999
Creditanstalt Corporate Finance, Inc. 1996 - 1997
Credit Lyonnais 1991 - 1996
The Bank of New York 1989 - 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of California, Los Angeles
BA
Instituto Vera-Cruz
The Branson School
High School
PineBridge Investments June 2000 - Present
Royal Bank of Canada 1997 - 1999
Creditanstalt Corporate Finance, Inc. 1996 - 1997
Credit Lyonnais 1991 - 1996
The Bank of New York 1989 - 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
University of California, Los Angeles
BA
Instituto Vera-Cruz
The Branson School
High School
Eric Toro's The Bank of New York Experience March 1996 - January 1998
Job Marketing Communications Specialist, Web Development, Desktop Publishing and Technical Writer
Industry Mining & Metals
Experience
Dexmet Corporation June 2010 - Present
Norwalk Community College February 2010 - August 2012
Toro Media Group January 2008 - December 2010
Unger Enterprises December 2008 - May 2010
Five Star Products October 2006 - July 2008
Retrieval Masters Creditors Bureau March 1998 - October 2006
The Bank of New York March 1996 - January 1998
J.P. Morgan Investment Management September 1990 - September 1995
Dominick & Dominick LLC September 1986 - September 1990
Skills
Web Design, XHMTL, HTML + CSS, Wordpress, CMS, Flash Design, Dreamweaver, Proficient in InDesign, Photoshop, Adobe Creative Suite, Illustrator, Premiere, Access, Proficient in Microsoft..., PowerPoint, Filemaker Pro, Final Cut Pro, PHP, Fireworks, Competitive Analysis, Operating Systems, Market Research, Desktop Publishing, Public Relations, Corporate Branding, Marketing Communications, Copywriting, Advertising, Analytics, Web Analytics, Databases, InDesign, QuarkXPress, Media Planning, HTML, WordPress, Flash, Adobe Fireworks, Social Media, Email Marketing, Google Analytics, SEO, Marketing, E-commerce, Blogging, Graphic Design, Brochures, Press Releases, Marketing Management, Photography
Education
Noble Desktop 2015 — 2015
Web Development - Javascript and JQuery
Sessions College for Professional Design 2005 — 2007
Certificate, Design, Business Marketing
CUNY Bronx Community College 1982 — 1983
Electrical and Electronics Engineering
Dexmet Corporation June 2010 - Present
Norwalk Community College February 2010 - August 2012
Toro Media Group January 2008 - December 2010
Unger Enterprises December 2008 - May 2010
Five Star Products October 2006 - July 2008
Retrieval Masters Creditors Bureau March 1998 - October 2006
The Bank of New York March 1996 - January 1998
J.P. Morgan Investment Management September 1990 - September 1995
Dominick & Dominick LLC September 1986 - September 1990
Skills
Web Design, XHMTL, HTML + CSS, Wordpress, CMS, Flash Design, Dreamweaver, Proficient in InDesign, Photoshop, Adobe Creative Suite, Illustrator, Premiere, Access, Proficient in Microsoft..., PowerPoint, Filemaker Pro, Final Cut Pro, PHP, Fireworks, Competitive Analysis, Operating Systems, Market Research, Desktop Publishing, Public Relations, Corporate Branding, Marketing Communications, Copywriting, Advertising, Analytics, Web Analytics, Databases, InDesign, QuarkXPress, Media Planning, HTML, WordPress, Flash, Adobe Fireworks, Social Media, Email Marketing, Google Analytics, SEO, Marketing, E-commerce, Blogging, Graphic Design, Brochures, Press Releases, Marketing Management, Photography
Education
Noble Desktop 2015 — 2015
Web Development - Javascript and JQuery
Sessions College for Professional Design 2005 — 2007
Certificate, Design, Business Marketing
CUNY Bronx Community College 1982 — 1983
Electrical and Electronics Engineering
Harry Hinkle Jr Harry Hinkle Jr's The Bank of New York Experience October 2008 - December 2010
Job Owner at HagglingHarry
Industry Financial Services
Experience
HagglingHarry July 2011 - Present
Pershing Managed Account Solutions December 2010 - Present
Pershing Managed Account Solutions December 2010 - Present
Harry's Personal Training January 2010 - Present
Harry's General Contracting October 2009 - Present
Pershing Managed Account Solutions October 2008 - Present
The Bank of New York October 2008 - December 2010
Lincoln Investment Planning, Inc June 2008 - July 2008
AGC Chemicals, Inc March 2005 - June 2008
AGC Chemicals Americas Inc. May 2001 - June 2008
Skills
Process Improvement, Quality Assurance, Six Sigma, Operations Management, Product Development, Project Management, Software Documentation, Manufacturing, Strategic Planning, Quality Management, Continuous Improvement, Change Management
Education
Immaculata University 2009 — 2011
Bachelor of Arts (B.A.), Organizational Dynamics
Immaculata University
B.A, Organizational Dynamics
Delaware County Community College 2003 — 2005
Associate of Arts (A.A.), General Studies
Delaware County Community College
A.S, General Studies
HagglingHarry July 2011 - Present
Pershing Managed Account Solutions December 2010 - Present
Pershing Managed Account Solutions December 2010 - Present
Harry's Personal Training January 2010 - Present
Harry's General Contracting October 2009 - Present
Pershing Managed Account Solutions October 2008 - Present
The Bank of New York October 2008 - December 2010
Lincoln Investment Planning, Inc June 2008 - July 2008
AGC Chemicals, Inc March 2005 - June 2008
AGC Chemicals Americas Inc. May 2001 - June 2008
Skills
Process Improvement, Quality Assurance, Six Sigma, Operations Management, Product Development, Project Management, Software Documentation, Manufacturing, Strategic Planning, Quality Management, Continuous Improvement, Change Management
Education
Immaculata University 2009 — 2011
Bachelor of Arts (B.A.), Organizational Dynamics
Immaculata University
B.A, Organizational Dynamics
Delaware County Community College 2003 — 2005
Associate of Arts (A.A.), General Studies
Delaware County Community College
A.S, General Studies
Rob Alongi Rob Alongi's The Bank of New York Experience July 2001 - March 2005
Job Director of Global Markets at ABN AMRO Securities (USA)LLC.
Industry Banking
Experience
ABN AMRO Securities (USA)LLC. October 2009 - Present
BNY Mellon October 2006 - October 2009
Fortis February 2005 - May 2006
The Bank of New York July 2001 - March 2005
BNP Paribas July 1997 - July 2001
LEWCO SECURITIES CORP October 1996 - July 1997
OPPENHEIMER & CO November 1993 - October 1996
Skills
Fixed Income, Equities, Securities, Corporate Actions, Middle Office, Securities Regulation, Security Clearance, Dividends, International Trade, Risk Management, Securities Lending, Financial Risk, Capital Markets, Back Office, Financial Markets, Derivatives, Series 7, Trading, Collateral Management, Management, Portfolio Management, Bonds, FX Options, Settlement, Equity Derivatives
Education
City University of New York-Brooklyn College 1989 — 1993
BA, Communications
Xaverian H.S. 1984 — 1988
ABN AMRO Securities (USA)LLC. October 2009 - Present
BNY Mellon October 2006 - October 2009
Fortis February 2005 - May 2006
The Bank of New York July 2001 - March 2005
BNP Paribas July 1997 - July 2001
LEWCO SECURITIES CORP October 1996 - July 1997
OPPENHEIMER & CO November 1993 - October 1996
Skills
Fixed Income, Equities, Securities, Corporate Actions, Middle Office, Securities Regulation, Security Clearance, Dividends, International Trade, Risk Management, Securities Lending, Financial Risk, Capital Markets, Back Office, Financial Markets, Derivatives, Series 7, Trading, Collateral Management, Management, Portfolio Management, Bonds, FX Options, Settlement, Equity Derivatives
Education
City University of New York-Brooklyn College 1989 — 1993
BA, Communications
Xaverian H.S. 1984 — 1988
Arlene Pitterson's The Bank of New York Experience 1994 - 1997
Job Production & Events Professional
Industry Marketing and Advertising
Experience
Fashion Institute of Technology August 2014 - Present
blackorchidproductions 2004 - Present
MillerCoors June 2012 - November 2013
The Integer Group October 2010 - June 2012
Commonground Marketing February 2009 - December 2009
Carol H Williams Advertising November 2005 - February 2009
UniWorld Group, Inc. (UWG), a unit of WPP Group May 2004 - August 2005
Time Warner Inc. 2000 - 2002
Philadelphia Coca Cola Bottling Company 1998 - 2000
The Bank of New York 1994 - 1997
Skills
Relationship Marketing, Account Management, Field Marketing, Publishing, Automotive, Talent Management, Tour Management, Beauty, Quality System, Integrated Marketing, Sponsorship, Marketing Strategy, Marketing, Advertising, Sales, Brand Development, Management, Mobile Marketing, Shopper Marketing, Brand Management, Marketing Communications, Customer Insight, Digital Marketing, Brand Awareness, Event Management, Retail, Beauty Industry, Social Media Marketing, Trade Shows, Market Planning, Business Development, Market Research, CRM, Press Releases, Creative Strategy, Digital Strategy, Media Planning, Direct Marketing, Interactive Marketing, SEO, Marketing Management
Education
Drexel University 1995 — 2000
Bachelors of Science, Business Administration; Marketing Management
University of Illinois-Champlain 2007 — 2007
Certificate, Institute of Advertising Studies
Fashion Institute of Technology August 2014 - Present
blackorchidproductions 2004 - Present
MillerCoors June 2012 - November 2013
The Integer Group October 2010 - June 2012
Commonground Marketing February 2009 - December 2009
Carol H Williams Advertising November 2005 - February 2009
UniWorld Group, Inc. (UWG), a unit of WPP Group May 2004 - August 2005
Time Warner Inc. 2000 - 2002
Philadelphia Coca Cola Bottling Company 1998 - 2000
The Bank of New York 1994 - 1997
Skills
Relationship Marketing, Account Management, Field Marketing, Publishing, Automotive, Talent Management, Tour Management, Beauty, Quality System, Integrated Marketing, Sponsorship, Marketing Strategy, Marketing, Advertising, Sales, Brand Development, Management, Mobile Marketing, Shopper Marketing, Brand Management, Marketing Communications, Customer Insight, Digital Marketing, Brand Awareness, Event Management, Retail, Beauty Industry, Social Media Marketing, Trade Shows, Market Planning, Business Development, Market Research, CRM, Press Releases, Creative Strategy, Digital Strategy, Media Planning, Direct Marketing, Interactive Marketing, SEO, Marketing Management
Education
Drexel University 1995 — 2000
Bachelors of Science, Business Administration; Marketing Management
University of Illinois-Champlain 2007 — 2007
Certificate, Institute of Advertising Studies
Rasendra Adhvaryu's The Bank of New York Experience August 1985 - December 1995
Job Business Operations Consultant
Industry Wireless
Experience
AmAAn Operations Consulting March 2014 - Present
AetherPal Inc. November 2008 - February 2014
w2bi, Inc. November 2008 - June 2013
Verizon August 1996 - November 2008
The Bank of New York August 1985 - December 1995
Skills
Executive Mentoring, Employee Relations, Public Relations, Legal Writing, Budgeting, Business Planning, Customer Service, Policy, Telecommunications, Strategic Planning, Team Leadership, Contract Negotiations, Negotiation, Budgets, Contract Negotiation, Wireless, Start-ups, Leadership, Management, Business Strategy, Human Resources, Mergers & Acquisitions, Change Management, Project Management, Strategy, Networking, Vendor Management, Mobile Devices, Product Management, Consulting, Business Process, Management Consulting, CRM, Business Development, Analytics
Education
Columbia University in the City of New York 1996 — 1996
Course work and credits, Management Information Services - IT
Fairleigh Dickinson University 1990 — 1992
Credit Courses, Business Law and Business Finance
Gujarat University 1974 — 1976
BA, Law
Gujarat University 1970 — 1974
BA, Advanced Accounting & Auditing
AmAAn Operations Consulting March 2014 - Present
AetherPal Inc. November 2008 - February 2014
w2bi, Inc. November 2008 - June 2013
Verizon August 1996 - November 2008
The Bank of New York August 1985 - December 1995
Skills
Executive Mentoring, Employee Relations, Public Relations, Legal Writing, Budgeting, Business Planning, Customer Service, Policy, Telecommunications, Strategic Planning, Team Leadership, Contract Negotiations, Negotiation, Budgets, Contract Negotiation, Wireless, Start-ups, Leadership, Management, Business Strategy, Human Resources, Mergers & Acquisitions, Change Management, Project Management, Strategy, Networking, Vendor Management, Mobile Devices, Product Management, Consulting, Business Process, Management Consulting, CRM, Business Development, Analytics
Education
Columbia University in the City of New York 1996 — 1996
Course work and credits, Management Information Services - IT
Fairleigh Dickinson University 1990 — 1992
Credit Courses, Business Law and Business Finance
Gujarat University 1974 — 1976
BA, Law
Gujarat University 1970 — 1974
BA, Advanced Accounting & Auditing
Adam Dener Adam Dener's The Bank of New York Experience 1987 - 1998
Job Managing Principal at Fermat Capital Management
Industry Financial Services
Experience
Fermat Capital Management 2015 - Present
MSAS - Main Street Advisory 2007 - 2015
Conning 2011 - 2014
PricewaterhouseCoopers 2006 - 2007
Capco 2003 - 2006
Oliver Wyman 2002 - 2003
Reuters 2001 - 2002
American Management Systems (AMS) 1998 - 2001
The Bank of New York 1987 - 1998
Joseph F. Rascoff & Company 1984 - 1985
Skills
Financial Institutions, Asset Managment, Cash Management, Trade Finance, Product Management, Banking, Asset Management, Risk Management, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Bonds, Strategy, Private Equity, Entrepreneurship, Product Development, Insurance, Portfolio Management, Financial Services, Management Consulting, Executive Management, Trading, FX Options, Structured Finance, Alternative Investments, Wealth Management, Payments, Capital Markets, Financial Markets, Fixed Income, Commercial Banking, Enterprise Risk..., Structured Products, Management, Relationship Management, Credit Risk, Financial Risk, Investments, Consulting, Investment Banking, Securities, Hedge Funds, Finance, Investment Management, Business Strategy, Leadership
Education
Cornell University 1980 — 1984
Bachelor of Science (B.S.)
Fermat Capital Management 2015 - Present
MSAS - Main Street Advisory 2007 - 2015
Conning 2011 - 2014
PricewaterhouseCoopers 2006 - 2007
Capco 2003 - 2006
Oliver Wyman 2002 - 2003
Reuters 2001 - 2002
American Management Systems (AMS) 1998 - 2001
The Bank of New York 1987 - 1998
Joseph F. Rascoff & Company 1984 - 1985
Skills
Financial Institutions, Asset Managment, Cash Management, Trade Finance, Product Management, Banking, Asset Management, Risk Management, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Bonds, Strategy, Private Equity, Entrepreneurship, Product Development, Insurance, Portfolio Management, Financial Services, Management Consulting, Executive Management, Trading, FX Options, Structured Finance, Alternative Investments, Wealth Management, Payments, Capital Markets, Financial Markets, Fixed Income, Commercial Banking, Enterprise Risk..., Structured Products, Management, Relationship Management, Credit Risk, Financial Risk, Investments, Consulting, Investment Banking, Securities, Hedge Funds, Finance, Investment Management, Business Strategy, Leadership
Education
Cornell University 1980 — 1984
Bachelor of Science (B.S.)
Patrick Trask Patrick Trask's The Bank of New York Experience July 2000 - October 2006
Job VP, Sr. Commercial Banker at TD
Industry Banking
Experience
TD September 2013 - Present
JPMorgan Chase & Co. October 2006 - September 2013
The Bank of New York July 2000 - October 2006
HSBC Bank USA 1991 - 2000
Goldome Bank FSB 1989 - 1991
Price Waterhouse 1988 - 1989
Skills
Retail, Internal Audit, Financial Modeling, Financial Services, Financial Analysis, Banking, Commercial Banking, Finance
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
University of Notre Dame - Mendoza College of Business
BBA, Accountancy
TD September 2013 - Present
JPMorgan Chase & Co. October 2006 - September 2013
The Bank of New York July 2000 - October 2006
HSBC Bank USA 1991 - 2000
Goldome Bank FSB 1989 - 1991
Price Waterhouse 1988 - 1989
Skills
Retail, Internal Audit, Financial Modeling, Financial Services, Financial Analysis, Banking, Commercial Banking, Finance
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance
University of Notre Dame - Mendoza College of Business
BBA, Accountancy
Clara (Gomez) Soler's The Bank of New York Experience January 1997 - August 2000
Job Senior Account Representative at HBO
Industry Entertainment
Andrew Roman Andrew Roman's The Bank of New York Experience July 1988 - May 2000
Job Vice President at CNB Bank
Industry Banking
Experience
CNB Bank September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC October 2010 - September 2011
Comerica Bank & Trust, N.A. September 2004 - December 2009
Merrill Lynch Trust Company, FSB May 2000 - September 2004
The Bank of New York July 1988 - May 2000
National Westminster Bank, USA June 1979 - June 1988
Manufacturers Hanover Trust Company January 1973 - June 1979
Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services
Education
Iona College 1974 — 1980
MBA, Taxation
City University of New York-Herbert H. Lehman College 1969 — 1974
BA, Accounting
New York State Bankers Association - Estate School
New York State Bankers Association - Tax School
New York State Bankers Association - Trust School
Ottinger Sales Resources Consultative Sales Training
School of Trust Sales & Marketing - University of Colorado
CNB Bank September 2011 - Present
FIDUCIARY FUNDAMENTALS, LLC October 2010 - September 2011
Comerica Bank & Trust, N.A. September 2004 - December 2009
Merrill Lynch Trust Company, FSB May 2000 - September 2004
The Bank of New York July 1988 - May 2000
National Westminster Bank, USA June 1979 - June 1988
Manufacturers Hanover Trust Company January 1973 - June 1979
Skills
Risk Management, Banking, Trusts, Wealth Management, Tax, Strategic Financial..., Management, Financial Planning, Administration, Accounting, Portfolio Management, CRM, Estate Planning, Investments, Financial Services, Asset Management, Financial Analysis, Investment Advisory, Investment Management, Financial Advisory, Asset Allocation, Trust Management, MBA, Mutual Funds, Securities, Brokerage, Finance, Private Banking, Investment Strategies, Retirement, Financial Markets, Retirement Planning, High Net Worth..., Alternative Investments, IRA's, Financial Risk, Equities, Fixed Income, Relationship Management, Trust Services
Education
Iona College 1974 — 1980
MBA, Taxation
City University of New York-Herbert H. Lehman College 1969 — 1974
BA, Accounting
New York State Bankers Association - Estate School
New York State Bankers Association - Tax School
New York State Bankers Association - Trust School
Ottinger Sales Resources Consultative Sales Training
School of Trust Sales & Marketing - University of Colorado
Jane Klemmer (Kurz) Jane Klemmer (Kurz)'s The Bank of New York Experience 1987 - 1994
Job Founder, Klemmer Educational Consulting, LLC
Industry Education Management
Experience
Klemmer Educational Consulting, LLC January 2008 - Present
MBIA Insurance Corporation 1998 - 2007
MBIA 1994 - 2007
CapMAC 1994 - 1998
The Bank of New York 1987 - 1994
Irving Trust Company July 1983 - September 1987
Skills
Risk Management, Structured Finance
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Wesleyan University 1973 — 1977
BA, Music
White Plains High School 1970 — 1973
Klemmer Educational Consulting, LLC January 2008 - Present
MBIA Insurance Corporation 1998 - 2007
MBIA 1994 - 2007
CapMAC 1994 - 1998
The Bank of New York 1987 - 1994
Irving Trust Company July 1983 - September 1987
Skills
Risk Management, Structured Finance
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Wesleyan University 1973 — 1977
BA, Music
White Plains High School 1970 — 1973
T. Andrew Smith T. Andrew Smith's The Bank of New York Experience 2000 - 2005
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2011 - Present
Butterfield Fulcrum Group April 2009 - December 2010
Citi September 2004 - January 2009
The Bank of New York 2000 - 2005
State Street 1989 - 2000
Skills
Hedge Funds, Asset Managment, Securities, Financial Services, Strategy, Private Equity, CRM, Mergers, New Business Development, Fund Of Funds, Strategic Planning, Management, Market Research, Relationship Management, Alternative Investments, Equities, Program Management, Fixed Income, Capital Markets, Sales, Product Management, Bloomberg Terminal, Asset Allocation, Banking, Asset Management, Bonds, Business Development, Financial Markets, Fund Accounting, Global Custody, Fund Administration, Institutional..., Investment Banking, Investments, Mergers & Acquisitions, Middle Office, Portfolio Management, Valuation, Mutual Funds, Prime Brokerage
Education
Salem State University 1986 — 1988
MA, Business Education
Dean College 1984 — 1986
AS, Business
JP Morgan January 2011 - Present
Butterfield Fulcrum Group April 2009 - December 2010
Citi September 2004 - January 2009
The Bank of New York 2000 - 2005
State Street 1989 - 2000
Skills
Hedge Funds, Asset Managment, Securities, Financial Services, Strategy, Private Equity, CRM, Mergers, New Business Development, Fund Of Funds, Strategic Planning, Management, Market Research, Relationship Management, Alternative Investments, Equities, Program Management, Fixed Income, Capital Markets, Sales, Product Management, Bloomberg Terminal, Asset Allocation, Banking, Asset Management, Bonds, Business Development, Financial Markets, Fund Accounting, Global Custody, Fund Administration, Institutional..., Investment Banking, Investments, Mergers & Acquisitions, Middle Office, Portfolio Management, Valuation, Mutual Funds, Prime Brokerage
Education
Salem State University 1986 — 1988
MA, Business Education
Dean College 1984 — 1986
AS, Business
Mike Tammaro Mike Tammaro's The Bank of New York Experience May 1997 - July 2006
Job Sr. Manager at The North Highland Company
Industry Management Consulting
Experience
The North Highland Company January 2011 - Present
Clarite Consulting LLC July 2006 - January 2011
The Bank of New York May 1997 - July 2006
Stanwich Benefits Group March 1994 - May 1997
Skills
Change Management, Business Process..., Business Analysis, CRM, Risk Management, Management, Strategy, Leadership, Project Management, Financial Services, Analysis
Education
College of the Holy Cross
BA, Political Science
The University of Connecticut School of Business
MBA, Finance
The North Highland Company January 2011 - Present
Clarite Consulting LLC July 2006 - January 2011
The Bank of New York May 1997 - July 2006
Stanwich Benefits Group March 1994 - May 1997
Skills
Change Management, Business Process..., Business Analysis, CRM, Risk Management, Management, Strategy, Leadership, Project Management, Financial Services, Analysis
Education
College of the Holy Cross
BA, Political Science
The University of Connecticut School of Business
MBA, Finance
D. Amedeo Morreale D. Amedeo Morreale's The Bank of New York Experience September 2000 - June 2005
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
US Bank June 2005 - February 2012
The Bank of New York September 2000 - June 2005
Deustche Bank March 1999 - September 2000
US Trust February 1996 - March 1999
Skills
Banking, Corporate Trust, Trustee, Structured Products, Tender, Tender Offers, Liquidity, Project Support, Relationship Development, Financial Management, Automotive Sales, Fluent Italian, Derivatives, Structured Finance, Trading, Managerial Finance, New Business Development, Dealers, Bonds, Securities, Securitization, Bloomberg, Mutual Funds, Analysis, Risk Management, Fixed Income
Education
Cornell University 2015 — 2015
Certification, Finance and Financial Management Services
Annual Career-Related Seminars 2000 — 2014
Banking, Corporate, Finance, and Securities Law
American Institute of Banking 1999 — 1999
Certificate, Corporate Trust Administration and Management
Saint John's University 1990 — 1994
Bachelor of Science, Buisness, Criminal Justice
BNY Mellon August 2012 - Present
US Bank June 2005 - February 2012
The Bank of New York September 2000 - June 2005
Deustche Bank March 1999 - September 2000
US Trust February 1996 - March 1999
Skills
Banking, Corporate Trust, Trustee, Structured Products, Tender, Tender Offers, Liquidity, Project Support, Relationship Development, Financial Management, Automotive Sales, Fluent Italian, Derivatives, Structured Finance, Trading, Managerial Finance, New Business Development, Dealers, Bonds, Securities, Securitization, Bloomberg, Mutual Funds, Analysis, Risk Management, Fixed Income
Education
Cornell University 2015 — 2015
Certification, Finance and Financial Management Services
Annual Career-Related Seminars 2000 — 2014
Banking, Corporate, Finance, and Securities Law
American Institute of Banking 1999 — 1999
Certificate, Corporate Trust Administration and Management
Saint John's University 1990 — 1994
Bachelor of Science, Buisness, Criminal Justice
Vincent Zeccola Vincent Zeccola's The Bank of New York Experience March 2002 - November 2003
Job President Clearvu Concepts
Industry Financial Services
Experience
Clearvu Concepts Inc. April 2002 - Present
Clearvu Concepts Inc. 2002 - Present
The Bank of New York March 2002 - November 2003
Schroders 1996 - 2001
Morgan Stanley 1989 - 1996
PAINE WEBBER'S CLEARING DIVISION February 1972 - June 1989
Skills
Fixed Income, Securities, Equities, Series 7, Hedge Funds, Strategic Financial..., Options, Asset Management, Alternative Investments, Valuation, Trading Systems, Asset Managment, Investments, Capital Markets
Education
City University of New York-Hunter College
ba, music
The Juilliard School
Clearvu Concepts Inc. April 2002 - Present
Clearvu Concepts Inc. 2002 - Present
The Bank of New York March 2002 - November 2003
Schroders 1996 - 2001
Morgan Stanley 1989 - 1996
PAINE WEBBER'S CLEARING DIVISION February 1972 - June 1989
Skills
Fixed Income, Securities, Equities, Series 7, Hedge Funds, Strategic Financial..., Options, Asset Management, Alternative Investments, Valuation, Trading Systems, Asset Managment, Investments, Capital Markets
Education
City University of New York-Hunter College
ba, music
The Juilliard School
Susan Panzer Susan Panzer's The Bank of New York Experience 1996 - 2004
Job Global Chief Internal Audit and AntiFraud Executive
Industry Financial Services
Experience
Computershare May 2014 - Present
Computershare February 2004 - May 2014
The Bank of New York 1996 - 2004
JPMorgan Chase Inc 1996 - 1997
Chase 1994 - 1996
Chemical Bank 1985 - 1994
Skills
Enterprise Risk..., Risk Management, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Financial Analysis, AML, Auditing, IT Audit, Banking, Operational Risk, Governance, Financial Reporting, Accounting, Risk Assessment, Financial Modeling, Project Management, Product Marketing, Product Development, Business Strategy, Business Process..., Mergers & Acquisitions, Executive Management, Whistleblower, Business Continuity, Insurance, Portfolio Management, Leadership, Securities, Cross-functional Team..., Diversity, Production Managment, Compliance, Mortgage Servicing, Strategic Planning, Fraud Detection, Securities Market, Securities Fraud, Management, Business Analysis, Finance, Process Improvement, Due Diligence, Equities, Vendor Management
Education
Cornell University 1981 — 1985
BS, Economics
Stuyvesant High School 1977 — 1981
Computershare May 2014 - Present
Computershare February 2004 - May 2014
The Bank of New York 1996 - 2004
JPMorgan Chase Inc 1996 - 1997
Chase 1994 - 1996
Chemical Bank 1985 - 1994
Skills
Enterprise Risk..., Risk Management, Financial Risk, Sarbanes-Oxley Act, Internal Controls, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Financial Analysis, AML, Auditing, IT Audit, Banking, Operational Risk, Governance, Financial Reporting, Accounting, Risk Assessment, Financial Modeling, Project Management, Product Marketing, Product Development, Business Strategy, Business Process..., Mergers & Acquisitions, Executive Management, Whistleblower, Business Continuity, Insurance, Portfolio Management, Leadership, Securities, Cross-functional Team..., Diversity, Production Managment, Compliance, Mortgage Servicing, Strategic Planning, Fraud Detection, Securities Market, Securities Fraud, Management, Business Analysis, Finance, Process Improvement, Due Diligence, Equities, Vendor Management
Education
Cornell University 1981 — 1985
BS, Economics
Stuyvesant High School 1977 — 1981
Gil Arbitsman, CFA's The Bank of New York Experience May 2006 - August 2006
Job Assistant Vice President at Sotheby's Financial Services
Industry Financial Services
Experience
Sotheby's Financial Services October 2013 - Present
Barclays Capital June 2010 - October 2013
Deloitte & Touche June 2007 - June 2010
The Bank of New York May 2006 - August 2006
Skills
Valuation, Finance, Alternative Investments, Securitization, Fixed Income, Financial Analysis, Capital Markets, Bloomberg, Equities, Financial Services, Financial Modeling, Investments, Hedge Funds, Derivatives, Investment Banking, Microsoft Excel, Corporate Finance, Securities
Education
Drew University 2003 — 2007
Economics, Business Management
Westfield High School
Sotheby's Financial Services October 2013 - Present
Barclays Capital June 2010 - October 2013
Deloitte & Touche June 2007 - June 2010
The Bank of New York May 2006 - August 2006
Skills
Valuation, Finance, Alternative Investments, Securitization, Fixed Income, Financial Analysis, Capital Markets, Bloomberg, Equities, Financial Services, Financial Modeling, Investments, Hedge Funds, Derivatives, Investment Banking, Microsoft Excel, Corporate Finance, Securities
Education
Drew University 2003 — 2007
Economics, Business Management
Westfield High School
Lyndia Hayden, MS, PMP Lyndia Hayden, MS, PMP's The Bank of New York Experience 1999 - 2006
Job Director at OptumInsight
Industry Hospital & Health Care
Experience
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
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
Bradley Geist Bradley Geist's The Bank of New York Experience June 1989 - December 1992
Job Executive Recruiter, IT Sales & Marketing at Redfish Technology
Industry Staffing and Recruiting
Experience
Redfish Technology March 2014 - Present
City Winery April 2012 - June 2013
LKS Concepts, LLC February 2001 - March 2012
OXO Steak and Seafood Restaurant August 2000 - February 2001
The Bellagio December 1998 - August 2000
Revelry Restaurant Group LLC / International Vintage Imports LLC June 1995 - December 1998
The Bank of New York June 1989 - December 1992
Skills
Business Planning, Marketing, Marketing Strategy, Strategic Planning, Sales, Start-ups, Pre-opening, Hospitality Industry, Catering, Financial & Strategic..., Business Expansion &..., Profit, Hospitality Management, Recruiting, Talent Acquisition, Staffing Services, Hospitality, Food & Beverage, Restaurants, Wine, Menu Development, Restaurant Management, Retail, Public Relations
Education
Tulane University - A.B. Freeman School of Business 1993 — 1995
MBA, Finance, Small Business
Dickinson College 1986 — 1989
BA, English, History
Deerfield Academy 1981 — 1985
History
THE BUCKLEY SCHOOL 1972 — 1981
Redfish Technology March 2014 - Present
City Winery April 2012 - June 2013
LKS Concepts, LLC February 2001 - March 2012
OXO Steak and Seafood Restaurant August 2000 - February 2001
The Bellagio December 1998 - August 2000
Revelry Restaurant Group LLC / International Vintage Imports LLC June 1995 - December 1998
The Bank of New York June 1989 - December 1992
Skills
Business Planning, Marketing, Marketing Strategy, Strategic Planning, Sales, Start-ups, Pre-opening, Hospitality Industry, Catering, Financial & Strategic..., Business Expansion &..., Profit, Hospitality Management, Recruiting, Talent Acquisition, Staffing Services, Hospitality, Food & Beverage, Restaurants, Wine, Menu Development, Restaurant Management, Retail, Public Relations
Education
Tulane University - A.B. Freeman School of Business 1993 — 1995
MBA, Finance, Small Business
Dickinson College 1986 — 1989
BA, English, History
Deerfield Academy 1981 — 1985
History
THE BUCKLEY SCHOOL 1972 — 1981
Rosa Limas Rosa Limas's The Bank of New York Experience November 1998 - January 2001
Job Manager, Custodial Relations at The Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Jane Kenyon's The Bank of New York Experience 1997 - 2003
Job Senior Global Product Manager, Investor Services
Industry Financial Services
Experience
Citi 2006 - 2014
RiskMetrics Group 2003 - 2006
The Bank of New York 1997 - 2003
Chase Manhattan Corporation 1989 - 1997
Skills
Product Management, Securities, Financial Services, Corporate Actions, Business Strategy, Product Development, Global Custody, Project Management, Analytics, Financial Markets, Trading, Fixed Income, Relationship Management, Business Analysis, Vendor Management, Banking, Strategy, Equities, Strategic Partnerships, Risk Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA
Cornell University
Bachelor’s Degree, Asian History
Lycée Français de New York
High School
Citi 2006 - 2014
RiskMetrics Group 2003 - 2006
The Bank of New York 1997 - 2003
Chase Manhattan Corporation 1989 - 1997
Skills
Product Management, Securities, Financial Services, Corporate Actions, Business Strategy, Product Development, Global Custody, Project Management, Analytics, Financial Markets, Trading, Fixed Income, Relationship Management, Business Analysis, Vendor Management, Banking, Strategy, Equities, Strategic Partnerships, Risk Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA
Cornell University
Bachelor’s Degree, Asian History
Lycée Français de New York
High School
Jessica Brettell Jessica Brettell's The Bank of New York Experience August 2008 - April 2009
Job Human Resources Benefits Temp. at Office Team American Eagle Outfitters
Industry Design
Experience
Office Team - American Eagle Outfitters January 2010 - Present
The Bank of New York August 2008 - April 2009
Bank of New York Mellon August 2008 - April 2009
GAI Consultants, Inc. January 2007 - July 2008
GAI Consultants January 2007 - July 2008
Private Political Party Group June 2007 - July 2007
MikeLStudios (Corporate Jesters) May 2007 - June 2007
EDMC June 2006 - December 2006
EDMC: South University Online June 2006 - December 2006
Boston Market June 2005 - August 2005
Education
Community College of Allegheny County 2009 — 2009
N/A, Web Design
Edinboro University of Pennsylvania 2001 — 2006
Bachelors, Applied Media Arts - Graphic Design
Office Team - American Eagle Outfitters January 2010 - Present
The Bank of New York August 2008 - April 2009
Bank of New York Mellon August 2008 - April 2009
GAI Consultants, Inc. January 2007 - July 2008
GAI Consultants January 2007 - July 2008
Private Political Party Group June 2007 - July 2007
MikeLStudios (Corporate Jesters) May 2007 - June 2007
EDMC June 2006 - December 2006
EDMC: South University Online June 2006 - December 2006
Boston Market June 2005 - August 2005
Education
Community College of Allegheny County 2009 — 2009
N/A, Web Design
Edinboro University of Pennsylvania 2001 — 2006
Bachelors, Applied Media Arts - Graphic Design
Tom McFadden Tom McFadden's The Bank of New York Experience 1994 - 2003
Job Worldwide Pricing Manager at Microsoft Financing
Industry Financial Services
Experience
Microsoft October 2008 - Present
Key Equipment Finance May 2005 - 2008
Key Equipment Finance 2005 - 2008
GE Commercial Finance 2003 - 2004
The Bank of New York 1994 - 2003
Education
University of Colorado Denver 1990 — 1993
MS, Accounting
Colorado State University 1976 — 1980
BS, Business
Microsoft October 2008 - Present
Key Equipment Finance May 2005 - 2008
Key Equipment Finance 2005 - 2008
GE Commercial Finance 2003 - 2004
The Bank of New York 1994 - 2003
Education
University of Colorado Denver 1990 — 1993
MS, Accounting
Colorado State University 1976 — 1980
BS, Business
Anna Mozias Anna Mozias's The Bank of New York Experience 2003 - 2004
Job Evangelinais at Seller / Buyer at ETSY.COM
Industry Financial Services
Experience
Seller / Buyer at ETSY.COM 2009 - Present
Cantor Fitzgerald December 2013 - January 2014
Goldman Sachs February 2005 - August 2012
ConocoPhillips 2004 - 2004
The Bank of New York 2003 - 2004
Alcoa 2001 - 2002
Bear Stearns 1999 - 2001
Investcorp 1996 - 1999
New York Associateion for New Americans - NYANA 1994 - 1996
Skills
Business Development, Capital Markets, Derivatives, Equities
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
English Language and Literature, General
Massachusetts College of Liberal Arts
English/Liberal Arts, English/Communications
Seller / Buyer at ETSY.COM 2009 - Present
Cantor Fitzgerald December 2013 - January 2014
Goldman Sachs February 2005 - August 2012
ConocoPhillips 2004 - 2004
The Bank of New York 2003 - 2004
Alcoa 2001 - 2002
Bear Stearns 1999 - 2001
Investcorp 1996 - 1999
New York Associateion for New Americans - NYANA 1994 - 1996
Skills
Business Development, Capital Markets, Derivatives, Equities
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
English Language and Literature, General
Massachusetts College of Liberal Arts
English/Liberal Arts, English/Communications
Gina Jaiman Gina Jaiman's The Bank of New York Experience June 2005 - April 2006
Job Regulatory Relationship Manager at HSBC
Industry Banking
Experience
HSBC October 2013 - Present
Standard Chartered Bank November 2007 - October 2013
Standard Chartered Bank May 2006 - October 2007
The Bank of New York June 2005 - April 2006
New York Community Bancorp, Inc. (NYCB) March 2003 - June 2005
CIBC World Markets 2000 - 2003
Skills
Commercial Banking, Capital Markets, Banking, AML, Compliance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investment Banking, Operational Risk, Operational Risk..., Performance Management, Relationship Management, Retail Banking, Risk Management, Securities, Training, Anti Money Laundering
Education
City University of New York-College of Staten Island 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
HSBC October 2013 - Present
Standard Chartered Bank November 2007 - October 2013
Standard Chartered Bank May 2006 - October 2007
The Bank of New York June 2005 - April 2006
New York Community Bancorp, Inc. (NYCB) March 2003 - June 2005
CIBC World Markets 2000 - 2003
Skills
Commercial Banking, Capital Markets, Banking, AML, Compliance, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Investment Banking, Operational Risk, Operational Risk..., Performance Management, Relationship Management, Retail Banking, Risk Management, Securities, Training, Anti Money Laundering
Education
City University of New York-College of Staten Island 2001 — 2005
Bachelor of Science (B.S.), Finance and Economics
Gerald O'Malley Gerald O'Malley's The Bank of New York Experience 2006 - 2010
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Independent Registered Investment Advisor January 2012 - December 2014
Hewlett-Packard-MaketSource April 2013 - January 2014
The Museum of Contemporary Art Chicago 2012 - 2012
Northern Trust PFS and Brokerage Operations 2011 - 2012
The Bank of New York 2006 - 2010
Trinity Financial Services, LLC 2005 - 2007
Wellington Investment Advisors 2001 - 2004
Skills
Equities, Trading, Investment Management, Budgets, Bonds, Advent Software, Quicken, Intuit TurboTax, Micorsoft Windows..., Client Relationship and..., PortfolioCenter Software, Finance, Asset Management, Securities, Alternative Investments, Strategic Financial...
Education
College of Financial Planning 2003 — 2005
CFP Program, Financial Planning
DePaul University
Minor, Accounting and Finance
Illinois State University
B.S., Economics and Finance
TIAA-CREF March 2014 - Present
Independent Registered Investment Advisor January 2012 - December 2014
Hewlett-Packard-MaketSource April 2013 - January 2014
The Museum of Contemporary Art Chicago 2012 - 2012
Northern Trust PFS and Brokerage Operations 2011 - 2012
The Bank of New York 2006 - 2010
Trinity Financial Services, LLC 2005 - 2007
Wellington Investment Advisors 2001 - 2004
Skills
Equities, Trading, Investment Management, Budgets, Bonds, Advent Software, Quicken, Intuit TurboTax, Micorsoft Windows..., Client Relationship and..., PortfolioCenter Software, Finance, Asset Management, Securities, Alternative Investments, Strategic Financial...
Education
College of Financial Planning 2003 — 2005
CFP Program, Financial Planning
DePaul University
Minor, Accounting and Finance
Illinois State University
B.S., Economics and Finance
M. Bagley Reid, CFA M. Bagley Reid, CFA's The Bank of New York Experience 1987 - 1991
Job Founding Member and Managing Director at Blue Edge Capital, LLC
Industry Investment Management
Experience
Blue Edge Capital, LLC 2011 - Present
Fiduciary/Non-Profit Leadership Responsibilities January 2000 - June 2015
Atlantic Capital Management, LLC 1998 - February 2011
Scott & Stringfellow Capital Management 1992 - 1998
The Bank of New York 1987 - 1991
Skills
Global Investment..., Asset Allocation, Investment Strategies, Portfolio Management, Investment Management, Outsourced Solutions, Wealth Management, Endowments, Asset Managment, Fiduciary, Non-profit Leadership, Fiduciary Management, Symphony
Education
Columbia University - Columbia Business School 1990 — 1991
MBA
University of Virginia 1982 — 1987
BA
Woodberry Forest School 1980 — 1982
Blue Edge Capital, LLC 2011 - Present
Fiduciary/Non-Profit Leadership Responsibilities January 2000 - June 2015
Atlantic Capital Management, LLC 1998 - February 2011
Scott & Stringfellow Capital Management 1992 - 1998
The Bank of New York 1987 - 1991
Skills
Global Investment..., Asset Allocation, Investment Strategies, Portfolio Management, Investment Management, Outsourced Solutions, Wealth Management, Endowments, Asset Managment, Fiduciary, Non-profit Leadership, Fiduciary Management, Symphony
Education
Columbia University - Columbia Business School 1990 — 1991
MBA
University of Virginia 1982 — 1987
BA
Woodberry Forest School 1980 — 1982
Keith Schafer Keith Schafer's The Bank of New York Experience November 1998 - December 2003
Job Commercial Real Estate Manager/Investor at Crystal Sands Management
Industry Investment Management
Experience
Crystal Sands Management August 2011 - Present
Joslin Capital Advisors July 2009 - August 2011
Cornerstone Advisors, Inc. January 2004 - February 2009
The Bank of New York November 1998 - December 2003
Chase Global Asset Management June 1997 - November 1998
Skills
Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Advisory, Equities, Investments, Strategy, Strategic Planning, Investment Management, Risk Management, Wealth Management, Retirement Planning, Private Equity, Fixed Income, Commerical Real Estate, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Colgate University 1987 — 1991
B.A., Political Science
Crystal Sands Management August 2011 - Present
Joslin Capital Advisors July 2009 - August 2011
Cornerstone Advisors, Inc. January 2004 - February 2009
The Bank of New York November 1998 - December 2003
Chase Global Asset Management June 1997 - November 1998
Skills
Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Advisory, Equities, Investments, Strategy, Strategic Planning, Investment Management, Risk Management, Wealth Management, Retirement Planning, Private Equity, Fixed Income, Commerical Real Estate, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
Colgate University 1987 — 1991
B.A., Political Science
Alex Tuazon's The Bank of New York Experience March 1998 - February 2008
Job Test Automation Developer at International Fund Services (Ireland) Ltd, A State Street Company
Industry Financial Services
Experience
International Fund Services (N.A.) L.L.C., A State Street Company January 2010 - Present
Newssift - FT Search, Inc. May 2009 - November 2009
Weichert Realtors September 2008 - April 2009
The Bank of New York March 1998 - February 2008
Education
Drexel University 1991 — 1994
MS, Biomedical Engineering
International Fund Services (N.A.) L.L.C., A State Street Company January 2010 - Present
Newssift - FT Search, Inc. May 2009 - November 2009
Weichert Realtors September 2008 - April 2009
The Bank of New York March 1998 - February 2008
Education
Drexel University 1991 — 1994
MS, Biomedical Engineering
David Penstone David Penstone's The Bank of New York Experience June 1996 - April 1997
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Joan Hassler's The Bank of New York Experience 1999 - June 2006
Job Experienced Administrative Professional
Industry Financial Services
Experience
TIAA-CREF October 2013 - August 2015
TIAA-CREF June 2006 - October 2013
The Bank of New York 1999 - June 2006
Federated Investors 1997 - 1999
Airborne Express 1987 - 1996
Skills
Administrative..., Visio, Microsoft Excel, Leadership, Outlook, Microsoft Office, Time Management, Analysis, PowerPoint, Lotus Notes, Accounting, Microsoft Word, Research, Access, Administrative..., Project Management, Management, Word, Excel, Adobe Acrobat, Notary Public, Microsoft Publisher, Technical Writing, Lotus 123, Administrative Support, OneNote, Data Entry, Team Building, Meeting Planning, Meeting Scheduling, Team Leadership, Event Planning, LDRPS
Education
Mercy College 2003 — 2005
Master of Science, Banking, 3.78
City University of New York-College of Staten Island 1998 — 2000
Bachelor of Science, Business; Marketing, 3.31
CUNY New York City College of Technology 1984 — 1988
Associate of Science (A.S.), Marketing, 3.2
TIAA-CREF October 2013 - August 2015
TIAA-CREF June 2006 - October 2013
The Bank of New York 1999 - June 2006
Federated Investors 1997 - 1999
Airborne Express 1987 - 1996
Skills
Administrative..., Visio, Microsoft Excel, Leadership, Outlook, Microsoft Office, Time Management, Analysis, PowerPoint, Lotus Notes, Accounting, Microsoft Word, Research, Access, Administrative..., Project Management, Management, Word, Excel, Adobe Acrobat, Notary Public, Microsoft Publisher, Technical Writing, Lotus 123, Administrative Support, OneNote, Data Entry, Team Building, Meeting Planning, Meeting Scheduling, Team Leadership, Event Planning, LDRPS
Education
Mercy College 2003 — 2005
Master of Science, Banking, 3.78
City University of New York-College of Staten Island 1998 — 2000
Bachelor of Science, Business; Marketing, 3.31
CUNY New York City College of Technology 1984 — 1988
Associate of Science (A.S.), Marketing, 3.2
Dan Murphy MA,CFE,CFCI Dan Murphy MA,CFE,CFCI's The Bank of New York Experience July 2004 - February 2005
Job SVP,Chief Security Officer at U.S. Bank
Industry Management Consulting
Experience
U.S. Bank April 2015 - Present
Violence Prevention Strategies January 2013 - Present
St. Mary's University of Minnesota January 2010 - Present
Optum/United Health Group September 2013 - April 2015
SUPERVALU February 2005 - May 2013
The Bank of New York July 2004 - February 2005
The New York City Police Department February 1984 - February 2004
Skills
Executive Protection, Global Security, Physical Security, Surveillance, Private Investigations, Security Management, Enforcement, Corporate Security, Security Operations, Investigation, Emergency Management, Workplace Violence, Counterterrorism, Security, Police, Internal Investigations, Risk Assessment, Fraud, Homeland Security, Public Safety, Criminal Investigations, Asset Protection, Loss Prevention, Interrogation, Firearms, Policy, Criminal Justice, Crime Prevention, Background Checks, Leadership, Certified Fraud Examiner, Tactics, Training, Crisis Management, Law Enforcement..., Evidence, Security Audits, Protection, Computer Forensics, Intelligence, Access Control, Public Speaking, Respect
Education
St. Mary's University of Minnesota 2009 — 2011
M.A., Public Safety Administration
City University of New York-John Jay College of Criminal Justice 1982 — 1987
B.A., Criminal Justice
U.S. Bank April 2015 - Present
Violence Prevention Strategies January 2013 - Present
St. Mary's University of Minnesota January 2010 - Present
Optum/United Health Group September 2013 - April 2015
SUPERVALU February 2005 - May 2013
The Bank of New York July 2004 - February 2005
The New York City Police Department February 1984 - February 2004
Skills
Executive Protection, Global Security, Physical Security, Surveillance, Private Investigations, Security Management, Enforcement, Corporate Security, Security Operations, Investigation, Emergency Management, Workplace Violence, Counterterrorism, Security, Police, Internal Investigations, Risk Assessment, Fraud, Homeland Security, Public Safety, Criminal Investigations, Asset Protection, Loss Prevention, Interrogation, Firearms, Policy, Criminal Justice, Crime Prevention, Background Checks, Leadership, Certified Fraud Examiner, Tactics, Training, Crisis Management, Law Enforcement..., Evidence, Security Audits, Protection, Computer Forensics, Intelligence, Access Control, Public Speaking, Respect
Education
St. Mary's University of Minnesota 2009 — 2011
M.A., Public Safety Administration
City University of New York-John Jay College of Criminal Justice 1982 — 1987
B.A., Criminal Justice
Raymond Dorado Raymond Dorado's The Bank of New York Experience 2005 - 2007
Job Executive Vice President & Deputy General Counsel, Head of Enterprise Bank Regulatory at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. 2015 - Present
BNY Mellon 2013 - 2014
BNY Mellon 2007 - 2013
The Bank of New York 2005 - 2007
The Bank of New York 2004 - 2005
The Bank of New York 2003 - 2004
Credit Suisse 1996 - 2003
Credit Suisse 1987 - 1996
Skills
Financial Services, Management, Securities, Banking, Compliance, Project Management, Banking Law, Securities Regulation, Government Advocacy, Investment Banking, Securities Litigation, Commercial Litigation, Corporate Governance, Non-profit Board..., Board Governance, Financial Transactions, Cross-border...
Education
The George Washington University Law School 1980 — 1983
J.D.
Columbia University - School of International and Public Affairs 1979 — 1980
Master of International Affairs, Latin America/Economics
Columbia University in the City of New York 1975 — 1979
Bachelor of Arts (B.A.)
Citizens Financial Group, Inc. 2015 - Present
BNY Mellon 2013 - 2014
BNY Mellon 2007 - 2013
The Bank of New York 2005 - 2007
The Bank of New York 2004 - 2005
The Bank of New York 2003 - 2004
Credit Suisse 1996 - 2003
Credit Suisse 1987 - 1996
Skills
Financial Services, Management, Securities, Banking, Compliance, Project Management, Banking Law, Securities Regulation, Government Advocacy, Investment Banking, Securities Litigation, Commercial Litigation, Corporate Governance, Non-profit Board..., Board Governance, Financial Transactions, Cross-border...
Education
The George Washington University Law School 1980 — 1983
J.D.
Columbia University - School of International and Public Affairs 1979 — 1980
Master of International Affairs, Latin America/Economics
Columbia University in the City of New York 1975 — 1979
Bachelor of Arts (B.A.)
Eric Dalessio Eric Dalessio's The Bank of New York Experience 1997 - 1999
Job Vice President, Architecture and R&D at Logical Design Solutions
Industry Management Consulting
Experience
Logical Design Solutions 2010 - Present
Logical Design Solutions 2006 - 2009
Logical Design Solutions 2004 - 2006
Logical Design Solutions 1999 - 2004
The Bank of New York 1997 - 1999
Drexel University 1996 - 1997
Skills
Knowledge Management, IT Strategy, Program Management, Business Analysis, Project Portfolio..., Business Intelligence, Management Consulting, Business Transformation, Vendor Management, Enterprise Architecture, Outsourcing, Strategy, CRM, Business Process, Professional Services, Consulting, Analytics, Management, Strategic Planning, SDLC, Process Improvement
Education
Drexel University 1995 — 1997
Master’s Degree, Information Systems, 4.0
Washington College 1991 — 1995
Bachelor’s Degree, Philosophy, Cum Laude
Wilmington Friends School 1984 — 1991
High School
Logical Design Solutions 2010 - Present
Logical Design Solutions 2006 - 2009
Logical Design Solutions 2004 - 2006
Logical Design Solutions 1999 - 2004
The Bank of New York 1997 - 1999
Drexel University 1996 - 1997
Skills
Knowledge Management, IT Strategy, Program Management, Business Analysis, Project Portfolio..., Business Intelligence, Management Consulting, Business Transformation, Vendor Management, Enterprise Architecture, Outsourcing, Strategy, CRM, Business Process, Professional Services, Consulting, Analytics, Management, Strategic Planning, SDLC, Process Improvement
Education
Drexel University 1995 — 1997
Master’s Degree, Information Systems, 4.0
Washington College 1991 — 1995
Bachelor’s Degree, Philosophy, Cum Laude
Wilmington Friends School 1984 — 1991
High School
Colin Anderson Colin Anderson's The Bank of New York Experience March 2004 - March 2005
Job Vantage Financial Group, Inc.
Industry Financial Services
Experience
Vantage Financial Group, Inc. November 2009 - Present
Blue Mountain Race Team December 2004 - Present
GF Pension Corp July 2006 - November 2009
Merrill Lynch March 2005 - June 2006
The Bank of New York March 2004 - March 2005
Verizon Avenue 2002 - 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Securities, Qualified Retirement..., Investments, 401k, Wealth Management, Series 7, Pensions, Disability Insurance, Employee Benefits, Asset Allocation, Series 65, Insurance, Financial Analysis, Series 63, Asset Management, Estate Planning, Strategic Planning, Finance, Investment Advisory, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Investment Strategies, Life Insurance, Retirement Plan..., Alternative Investments
Education
Colby-Sawyer College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bethlehem Catholic High School 1995 — 1999
Vantage Financial Group, Inc. November 2009 - Present
Blue Mountain Race Team December 2004 - Present
GF Pension Corp July 2006 - November 2009
Merrill Lynch March 2005 - June 2006
The Bank of New York March 2004 - March 2005
Verizon Avenue 2002 - 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Securities, Qualified Retirement..., Investments, 401k, Wealth Management, Series 7, Pensions, Disability Insurance, Employee Benefits, Asset Allocation, Series 65, Insurance, Financial Analysis, Series 63, Asset Management, Estate Planning, Strategic Planning, Finance, Investment Advisory, FINRA, Uniform Combined State..., Series 6, Financial Advisory, Investment Strategies, Life Insurance, Retirement Plan..., Alternative Investments
Education
Colby-Sawyer College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bethlehem Catholic High School 1995 — 1999
William (Woody) Kerr William (Woody) Kerr's The Bank of New York Experience September 2006 - July 2007
Job Licensed Real Estate Salesperson, Halstead Property LLC
Industry Real Estate
Experience
Halstead Property February 2015 - Present
BNY Mellon August 2011 - December 2012
BNY Mellon August 2007 - August 2011
The Bank of New York September 2006 - July 2007
The Bank of New York April 2004 - September 2006
The Bank of New York January 1989 - March 2004
Irving Trust Company July 1979 - December 1988
Skills
Fixed Income, Capital Markets, Banking, Securities, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Due Diligence, Risk Management, Strategic Planning, Derivatives, Financial Analysis, Credit, Asset Management, Real Estate Transactions, Commercial Real Estate, Residential Homes, Condos, Sales, Investments
Education
Hamilton College 1975 — 1979
AB, History and Government
Deerfield Academy 1973 — 1975
Halstead Property February 2015 - Present
BNY Mellon August 2011 - December 2012
BNY Mellon August 2007 - August 2011
The Bank of New York September 2006 - July 2007
The Bank of New York April 2004 - September 2006
The Bank of New York January 1989 - March 2004
Irving Trust Company July 1979 - December 1988
Skills
Fixed Income, Capital Markets, Banking, Securities, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Due Diligence, Risk Management, Strategic Planning, Derivatives, Financial Analysis, Credit, Asset Management, Real Estate Transactions, Commercial Real Estate, Residential Homes, Condos, Sales, Investments
Education
Hamilton College 1975 — 1979
AB, History and Government
Deerfield Academy 1973 — 1975
Michael Fuehrer Michael Fuehrer's The Bank of New York Experience July 1997 - April 1998
Job Relationship Manager at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
BNY Mellon March 2004 - October 2012
Morgan Stanley December 2002 - March 2003
Morgan Staney March 2001 - December 2002
Bank of New York March 1999 - March 2001
Bank of New York April 1998 - March 1999
The Bank of New York July 1997 - April 1998
Skills
Securities, Financial Services, Banking, Fixed Income, Management, Settlement, MS Office, SalesForce CRM, BNY Mellon Workbench
Education
Dowling College
Bachelor of Business Administration, Business Management
BNY Mellon October 2012 - Present
BNY Mellon March 2004 - October 2012
Morgan Stanley December 2002 - March 2003
Morgan Staney March 2001 - December 2002
Bank of New York March 1999 - March 2001
Bank of New York April 1998 - March 1999
The Bank of New York July 1997 - April 1998
Skills
Securities, Financial Services, Banking, Fixed Income, Management, Settlement, MS Office, SalesForce CRM, BNY Mellon Workbench
Education
Dowling College
Bachelor of Business Administration, Business Management
Robin Vaccai, CFP Robin Vaccai, CFP's The Bank of New York Experience July 1998 - August 1999
Job Board Chair, Women's Financial Education Center, Inc.
Industry Nonprofit Organization Management
Experience
Women's Financial Education Center, Inc. April 2015 - Present
Michael Saunders & Company July 2015 - Present
Robin Vaccai, CFP July 2007 - May 2015
Hudson Valley Federal Credit Union September 2006 - June 2007
Center for Financial Wellness, Inc. January 2001 - August 2006
American Financial Advisors, Inc. August 1999 - December 2000
The Bank of New York July 1998 - August 1999
Skills
Strategic Financial..., Management, Customer Service, Small Business, Estate Planning, Public Speaking, Retirement Planning, Investments, Negotiation, Event Planning, Events Coordination, Staff Management, Marketing Strategy, Training, Volunteer Management, Finance, Business Development, Operations Management, Trusts, Retirement, Wealth Management, Seminars, Certified Financial..., Entrepreneurship, Networking, Mutual Funds, Blogging, Certified Divorce..., Personal Finance, Training Delivery, Sales, Tax, Insurance, Long-term Care, IRAs, Valuation, Investment Advisory, Editing, Financial Analysis, Financial Services, Business Planning, Financial Planning, Mediation, Corporate Communications, Report Writing, Seminar Presentations
Education
Cornell University 2014 — 2014
Management Certificate in Hospitality Management: Focus on Revenue Management, Hospitality Administration/Management
College for Financial Planning 1996 — 1999
Certified Financial Planner, CFP Professional Education Program
SUNY Empire State College 1996 — 1999
Courses in business law, marketing, human resources and corporate finance among others, Finance and Financial Management Services
School of Entrepreneurship
Business Ownership & Management
Women's Financial Education Center, Inc. April 2015 - Present
Michael Saunders & Company July 2015 - Present
Robin Vaccai, CFP July 2007 - May 2015
Hudson Valley Federal Credit Union September 2006 - June 2007
Center for Financial Wellness, Inc. January 2001 - August 2006
American Financial Advisors, Inc. August 1999 - December 2000
The Bank of New York July 1998 - August 1999
Skills
Strategic Financial..., Management, Customer Service, Small Business, Estate Planning, Public Speaking, Retirement Planning, Investments, Negotiation, Event Planning, Events Coordination, Staff Management, Marketing Strategy, Training, Volunteer Management, Finance, Business Development, Operations Management, Trusts, Retirement, Wealth Management, Seminars, Certified Financial..., Entrepreneurship, Networking, Mutual Funds, Blogging, Certified Divorce..., Personal Finance, Training Delivery, Sales, Tax, Insurance, Long-term Care, IRAs, Valuation, Investment Advisory, Editing, Financial Analysis, Financial Services, Business Planning, Financial Planning, Mediation, Corporate Communications, Report Writing, Seminar Presentations
Education
Cornell University 2014 — 2014
Management Certificate in Hospitality Management: Focus on Revenue Management, Hospitality Administration/Management
College for Financial Planning 1996 — 1999
Certified Financial Planner, CFP Professional Education Program
SUNY Empire State College 1996 — 1999
Courses in business law, marketing, human resources and corporate finance among others, Finance and Financial Management Services
School of Entrepreneurship
Business Ownership & Management
Nana Akua Ampofo's The Bank of New York Experience July 2001 - December 2003
Job MA Candidate International Development and Social Change
Industry International Affairs
Experience
UNICEF May 2015 - Present
African Community Education October 2014 - May 2015
Prudential Bank Limited, PMB-GPO, Accra Ghana May 2006 - July 2014
ZENITH BANK GHANA LTD October 2005 - April 2006
Marvin Cahn and Company April 2003 - June 2005
The Bank of New York July 2001 - December 2003
Skills
Project Management, Banking
Education
Clark University 2014 — 2016
Master of Arts (MA), International Development and Social Change
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2004
BSc Finance
UNICEF May 2015 - Present
African Community Education October 2014 - May 2015
Prudential Bank Limited, PMB-GPO, Accra Ghana May 2006 - July 2014
ZENITH BANK GHANA LTD October 2005 - April 2006
Marvin Cahn and Company April 2003 - June 2005
The Bank of New York July 2001 - December 2003
Skills
Project Management, Banking
Education
Clark University 2014 — 2016
Master of Arts (MA), International Development and Social Change
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2004
BSc Finance
Stephen R. Caputo's The Bank of New York Experience March 1981 - March 1987
Job Vice President & Senior Trust Officer at M&T Bank
Industry Banking
Experience
M&T Bank March 2007 - Present
North Fork Bank June 2004 - March 2007
Cigna Retirement and Investment Services April 1999 - May 2004
Fleet Bank November 1992 - March 1999
Fleet Bank March 1987 - March 1999
Fleet Bank April 1987 - October 1992
The Bank of New York March 1981 - March 1987
Skills
Asset Management, Insurance, Mutual Funds, Banking, Customer Relations, Asset Managment, Customer Service, Wealth Management, Investment Management, Financial Services, Equities, Asset Allocation, Securities, Portfolio Management, Retirement, Commercial Banking, Pensions, 401k, Retirement Planning, Series 63, Investment Advisory, Investments, Loans
Education
American Institute of Banking 1981 — 1983
Principles of Banking, Commercial Banking
City University of New York-John Jay College of Criminal Justice 1978 — 1980
Justice, Police Science
M&T Bank March 2007 - Present
North Fork Bank June 2004 - March 2007
Cigna Retirement and Investment Services April 1999 - May 2004
Fleet Bank November 1992 - March 1999
Fleet Bank March 1987 - March 1999
Fleet Bank April 1987 - October 1992
The Bank of New York March 1981 - March 1987
Skills
Asset Management, Insurance, Mutual Funds, Banking, Customer Relations, Asset Managment, Customer Service, Wealth Management, Investment Management, Financial Services, Equities, Asset Allocation, Securities, Portfolio Management, Retirement, Commercial Banking, Pensions, 401k, Retirement Planning, Series 63, Investment Advisory, Investments, Loans
Education
American Institute of Banking 1981 — 1983
Principles of Banking, Commercial Banking
City University of New York-John Jay College of Criminal Justice 1978 — 1980
Justice, Police Science
Lisa Safon Lisa Safon's The Bank of New York Experience 2003 - 2006
Job Medical Center Recruiter at Long Beach Medical Center
Industry
Experience
Long Beach Medical Center October 2006 - Present
The Bank of New York 2003 - 2006
Syosset Community Hospital 1987 - 1991
Port Authority of NY & NJ 1986 - 1987
Skills
Recruiting, PeopleSoft, Labor Relations, Human Resources, Temporary Placement, Training, Hiring, New Hire Orientations, Interviews, Staff Development, Job Fairs, Policy, Microsoft Excel, Resume Writing, Onboarding
Education
Cornell University 1982 — 1986
Bachelor of Science (BS), Industrial Labor Relations
Long Beach Medical Center October 2006 - Present
The Bank of New York 2003 - 2006
Syosset Community Hospital 1987 - 1991
Port Authority of NY & NJ 1986 - 1987
Skills
Recruiting, PeopleSoft, Labor Relations, Human Resources, Temporary Placement, Training, Hiring, New Hire Orientations, Interviews, Staff Development, Job Fairs, Policy, Microsoft Excel, Resume Writing, Onboarding
Education
Cornell University 1982 — 1986
Bachelor of Science (BS), Industrial Labor Relations
Arya Yarpezeshkan's The Bank of New York Experience September 2001 - March 2004
Job Group Chief Risk Officer at The Navigators Group, Inc.
Industry Insurance
Experience
The Navigators Group, Inc. January 2013 - Present
Tokio Marine Management July 2006 - January 2013
MasterCard December 2004 - July 2006
Citigroup March 2004 - December 2004
The Bank of New York September 2001 - March 2004
Emerson Network Power August 2000 - September 2001
Maxwell Technologies May 1997 - February 2000
Skills
Business Management, Strategic Planning, Six Sigma, Enterprise Risk..., Corporate Communications, Project Management, Project Portfolio..., Strategic Financial..., Financial Modeling, Market Research, Marketing Strategy, Business Strategy, Strategic Thinking, Balanced Scorecard, Management, Risk Management, Leadership, Financial Risk, Business Intelligence, Insurance, Program Management, Enterprise Software, Business Process, Mergers & Acquisitions
Education
San Diego State University-California State University 1997 — 2000
M.B.A., Finance
Mercy College 2002 — 2004
M.S., Banking
Kansas State University 1993 — 1997
B.S., Psychology
Coffeyville Community College 1992 — 1993
Junction City Senior High School 1988 — 1992
The Navigators Group, Inc. January 2013 - Present
Tokio Marine Management July 2006 - January 2013
MasterCard December 2004 - July 2006
Citigroup March 2004 - December 2004
The Bank of New York September 2001 - March 2004
Emerson Network Power August 2000 - September 2001
Maxwell Technologies May 1997 - February 2000
Skills
Business Management, Strategic Planning, Six Sigma, Enterprise Risk..., Corporate Communications, Project Management, Project Portfolio..., Strategic Financial..., Financial Modeling, Market Research, Marketing Strategy, Business Strategy, Strategic Thinking, Balanced Scorecard, Management, Risk Management, Leadership, Financial Risk, Business Intelligence, Insurance, Program Management, Enterprise Software, Business Process, Mergers & Acquisitions
Education
San Diego State University-California State University 1997 — 2000
M.B.A., Finance
Mercy College 2002 — 2004
M.S., Banking
Kansas State University 1993 — 1997
B.S., Psychology
Coffeyville Community College 1992 — 1993
Junction City Senior High School 1988 — 1992
Brian Hunnicutt Brian Hunnicutt's The Bank of New York Experience 1985 - 1996
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
BNP Paribas 2010 - 2012
BNP Paribas March 2010 - September 2010
BNP Paribas 2005 - 2010
JPMorgan Chase 1996 - 2004
The Bank of New York 1985 - 1996
Skills
Syndications, Leveraged Finance, Leveraged Lending, Capital Markets, Financial Structuring, Cash Flow Lending, Capital Structure, Senior Debt, Loans, Debt, Transaction Origination, Credit Analysis, Deal Execution, Recapitalizations, Debt Restructuring, Corporate Finance, Middle Market, Energy, Midstream, Downstream Oil & Gas, Structured Commodity..., Media &...
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1980 — 1985
BA, Economics / Chemistry
BNP Paribas 2010 - 2012
BNP Paribas March 2010 - September 2010
BNP Paribas 2005 - 2010
JPMorgan Chase 1996 - 2004
The Bank of New York 1985 - 1996
Skills
Syndications, Leveraged Finance, Leveraged Lending, Capital Markets, Financial Structuring, Cash Flow Lending, Capital Structure, Senior Debt, Loans, Debt, Transaction Origination, Credit Analysis, Deal Execution, Recapitalizations, Debt Restructuring, Corporate Finance, Middle Market, Energy, Midstream, Downstream Oil & Gas, Structured Commodity..., Media &...
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1980 — 1985
BA, Economics / Chemistry
Michael S. Fisher's The Bank of New York Experience June 1982 - September 1989
Job RKO, Stage, Inc; Finance and Operarions
Industry Financial Services
Experience
RKO Stage, Inc. 750 Lexington Ave, Suite 2200 NY, NY 10022 January 2015 - Present
GE Equity January 2009 - December 2014
GE Equity January 2006 - January 2009
GE Capital October 2003 - January 2005
GE Equity September 1989 - October 2003
The Bank of New York June 1982 - September 1989
Skills
Process Management, Private Equity, Investments, Leveraged Finance, Healthcare, Venture Capital, Start-ups, Turn Around Management, Restructuring, Portfolio Management, Financial Services, Mergers, Management, M&A experience, Strategy, Equities, Mergers & Acquisitions, Corporate Finance, Executive Management, Corporate Development, Asset Management, Leadership, Business Strategy, Financial Modeling, Finance
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
Hamilton College 1978 — 1982
AB, Government / Economics
RKO Stage, Inc. 750 Lexington Ave, Suite 2200 NY, NY 10022 January 2015 - Present
GE Equity January 2009 - December 2014
GE Equity January 2006 - January 2009
GE Capital October 2003 - January 2005
GE Equity September 1989 - October 2003
The Bank of New York June 1982 - September 1989
Skills
Process Management, Private Equity, Investments, Leveraged Finance, Healthcare, Venture Capital, Start-ups, Turn Around Management, Restructuring, Portfolio Management, Financial Services, Mergers, Management, M&A experience, Strategy, Equities, Mergers & Acquisitions, Corporate Finance, Executive Management, Corporate Development, Asset Management, Leadership, Business Strategy, Financial Modeling, Finance
Education
Columbia University - Columbia Business School 1988 — 1989
MBA, Finance
Hamilton College 1978 — 1982
AB, Government / Economics
Arthur Cassidy Arthur Cassidy's The Bank of New York Experience 1993 - 2009
Job Sr. Operations Analyst Tax Reporting Services
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Andy Merrill Andy Merrill's The Bank of New York Experience 1985 - 1996
Job Senior Managing Director at Teneo Strategy
Industry Management Consulting
Experience
Teneo Strategy July 2011 - Present
Stamford Hospital System November 2009 - Present
Finsbury June 2006 - July 2011
Edelman November 2003 - May 2006
The Abernathy MacGregor Group 2000 - 2003
Sard Verbinnen & Co 1999 - 2000
UBS Investment Bank 1996 - 1999
The Bank of New York 1985 - 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Trinity College-Hartford 1981 — 1985
BA
Hotchkiss 1979 — 1981
Teneo Strategy July 2011 - Present
Stamford Hospital System November 2009 - Present
Finsbury June 2006 - July 2011
Edelman November 2003 - May 2006
The Abernathy MacGregor Group 2000 - 2003
Sard Verbinnen & Co 1999 - 2000
UBS Investment Bank 1996 - 1999
The Bank of New York 1985 - 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
Trinity College-Hartford 1981 — 1985
BA
Hotchkiss 1979 — 1981
Kathy (Sakovich) Freytor Kathy (Sakovich) Freytor's The Bank of New York Experience May 2000 - September 2002
Job Lead Office 365 / Exchange Engineer at City University of New York
Industry Information Technology and Services
Experience
City University of New York November 2012 - Present
Jefferies & Company January 2011 - November 2012
United Nations April 2007 - April 2010
MFX Exchange US April 2006 - March 2007
GUARDIAN LIFE October 2005 - April 2006
Shearman & Sterling May 2005 - October 2005
St. George's University August 2003 - May 2005
The Bank of New York May 2000 - September 2002
Ammirati Puris Lintas 1997 - 2000
Ammirati Puris Lintas 1997 - 2000
Skills
Microsoft Exchange, Active Directory, Blackberry Enterprise..., Blackberry, Lotus Notes, Cloud Computing, Lotus Domino, Technical Support, Troubleshooting, Messaging, System Administration, DNS, Windows Server, SMTP, Postini, Powershell, Windows, Software Documentation, Hardware, Servers, Cluster, ITIL, Disaster Recovery, System Deployment, LotusScript, Outlook, Vendor Management, Windows 7, VMware, TCP/IP, Formula Language, Quickr, SCOM, Message Labs, Lotus, Networking, Databases, Security, Forefront, IronMail, Microsoft SQL Server, Help Desk Support, Windows Server 2008, Sendmail, Barracuda Spam Firewall, Quest Migration Manager, Visio, MS Lync, Microsoft Lync Server, ILM and DirSynch
Education
CUNY SPS 2014 — 2016
Master's Degree, Business Management and Leadership
Pace University 1997 — 1999
BA, Computer Science
Pace University 1995 — 1999
BA, Computer Science & Information Technology
City University of New York November 2012 - Present
Jefferies & Company January 2011 - November 2012
United Nations April 2007 - April 2010
MFX Exchange US April 2006 - March 2007
GUARDIAN LIFE October 2005 - April 2006
Shearman & Sterling May 2005 - October 2005
St. George's University August 2003 - May 2005
The Bank of New York May 2000 - September 2002
Ammirati Puris Lintas 1997 - 2000
Ammirati Puris Lintas 1997 - 2000
Skills
Microsoft Exchange, Active Directory, Blackberry Enterprise..., Blackberry, Lotus Notes, Cloud Computing, Lotus Domino, Technical Support, Troubleshooting, Messaging, System Administration, DNS, Windows Server, SMTP, Postini, Powershell, Windows, Software Documentation, Hardware, Servers, Cluster, ITIL, Disaster Recovery, System Deployment, LotusScript, Outlook, Vendor Management, Windows 7, VMware, TCP/IP, Formula Language, Quickr, SCOM, Message Labs, Lotus, Networking, Databases, Security, Forefront, IronMail, Microsoft SQL Server, Help Desk Support, Windows Server 2008, Sendmail, Barracuda Spam Firewall, Quest Migration Manager, Visio, MS Lync, Microsoft Lync Server, ILM and DirSynch
Education
CUNY SPS 2014 — 2016
Master's Degree, Business Management and Leadership
Pace University 1997 — 1999
BA, Computer Science
Pace University 1995 — 1999
BA, Computer Science & Information Technology
Faizul Huq Faizul Huq's The Bank of New York Experience 1992 - 1994
Job Assistant VicePresident and Bank Manager, BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank May 2014 - Present
National Bank of Canada May 2013 - April 2014
National Bank of Canada December 2008 - June 2013
Scotiabank December 2004 - December 2008
Scotiabank May 2003 - December 2004
Scotiabank February 2000 - April 2003
Charles Schwab March 1999 - January 2000
Nankai Transport Int'l (USA) Inc. February 1994 - December 1998
The Bank of New York 1992 - 1994
The Dime Savings Bank of New York 1991 - 1992
Skills
20 Years of experience..., Sales Management, Business Development, Mortgage Lending, Credit Analysis, Banking, Portfolio Management, Credit Risk, Recruiting, Human Resources, Credit, Refinance, Investments, Financial Services, Strategy, Commercial Banking, Management, Finance, Leadership
Education
Dalhousie University
MBA Program (Financial Services) - Current
Canadian Securities Institute
FMA
Saint John's University 1990 — 1995
College of Business Administration - Accounting
BMO Harris Bank May 2014 - Present
National Bank of Canada May 2013 - April 2014
National Bank of Canada December 2008 - June 2013
Scotiabank December 2004 - December 2008
Scotiabank May 2003 - December 2004
Scotiabank February 2000 - April 2003
Charles Schwab March 1999 - January 2000
Nankai Transport Int'l (USA) Inc. February 1994 - December 1998
The Bank of New York 1992 - 1994
The Dime Savings Bank of New York 1991 - 1992
Skills
20 Years of experience..., Sales Management, Business Development, Mortgage Lending, Credit Analysis, Banking, Portfolio Management, Credit Risk, Recruiting, Human Resources, Credit, Refinance, Investments, Financial Services, Strategy, Commercial Banking, Management, Finance, Leadership
Education
Dalhousie University
MBA Program (Financial Services) - Current
Canadian Securities Institute
FMA
Saint John's University 1990 — 1995
College of Business Administration - Accounting
David B. Edwards David B. Edwards's The Bank of New York Experience 1987 - 2000
Job Managing Director at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank January 2013 - Present
Rainforest Alliance June 2012 - January 2013
Standard Chartered Bank March 2000 - January 2012
The Bank of New York 1987 - 2000
International Rescue Committee 1981 - 1985
Skills
Team Leadership, Relationship Development, International Business, Staff Development, Strategic Planning, Operational Efficiency, Cross-cultural, International Finance, Microsoft Office, Microfinance, Banking, Customer Relations, Non-profits, Commercial Banking, Business Strategy, Financial Planning, Operational Streamlining, Organizing, Team Management, Strategic Financial..., Capital Markets, Change Management, Coaching, Corporate Finance, Credit, Credit Risk, Customer Service, Entrepreneurship, Finance, Emerging Markets, Leadership, Management, Nonprofits, Strategy, Team Building, Trade Finance
Education
Cornell University 1985 — 1987
MBA, Finance
Wheaton College 1976 — 1980
B.A., Political Science
Fifth Third Bank January 2013 - Present
Rainforest Alliance June 2012 - January 2013
Standard Chartered Bank March 2000 - January 2012
The Bank of New York 1987 - 2000
International Rescue Committee 1981 - 1985
Skills
Team Leadership, Relationship Development, International Business, Staff Development, Strategic Planning, Operational Efficiency, Cross-cultural, International Finance, Microsoft Office, Microfinance, Banking, Customer Relations, Non-profits, Commercial Banking, Business Strategy, Financial Planning, Operational Streamlining, Organizing, Team Management, Strategic Financial..., Capital Markets, Change Management, Coaching, Corporate Finance, Credit, Credit Risk, Customer Service, Entrepreneurship, Finance, Emerging Markets, Leadership, Management, Nonprofits, Strategy, Team Building, Trade Finance
Education
Cornell University 1985 — 1987
MBA, Finance
Wheaton College 1976 — 1980
B.A., Political Science
Luis C. Ortiz Luis C. Ortiz's The Bank of New York Experience 1996 - 2007
Job Sales Associate at RE/MAX Greater Princeton
Industry Real Estate
Experience
RE/MAX Greater Princeton May 2015 - Present
Weichert, Realtors May 2013 - May 2015
Computershare January 2012 - January 2013
BNY Mellon 2007 - December 2011
BNY Mellon 2007 - 2011
The Bank of New York 1996 - 2007
The Bank of New York 1985 - 1996
Manufacturers Hanover Trust 1981 - 1985
Skills
Relationship Management, Securities, Financial Services, Mutual Funds, Closed-end Funds, Cross-border..., Equities, Corporate Actions, P&L Budget Management, Contract Negotiation, Back Office, Banking, Investments, Portfolio Management, Operations Management, Security Operations, Team Leadership, KYC, AML, Management, Capital Markets, P&L Management, ETFs, FINRA, Real Estate, Real Estate Transactions, Real Property, Real Estate Financing, Real Estate License, Listing Homes, Client Presentation, Comparative Market..., Alternative Investments, Fixed Income, Asset Management, Bonds, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Investor Relations, Options, Investment Management, Trading
Education
City University of New York-Herbert H. Lehman College
Business Administration
RE/MAX Greater Princeton May 2015 - Present
Weichert, Realtors May 2013 - May 2015
Computershare January 2012 - January 2013
BNY Mellon 2007 - December 2011
BNY Mellon 2007 - 2011
The Bank of New York 1996 - 2007
The Bank of New York 1985 - 1996
Manufacturers Hanover Trust 1981 - 1985
Skills
Relationship Management, Securities, Financial Services, Mutual Funds, Closed-end Funds, Cross-border..., Equities, Corporate Actions, P&L Budget Management, Contract Negotiation, Back Office, Banking, Investments, Portfolio Management, Operations Management, Security Operations, Team Leadership, KYC, AML, Management, Capital Markets, P&L Management, ETFs, FINRA, Real Estate, Real Estate Transactions, Real Property, Real Estate Financing, Real Estate License, Listing Homes, Client Presentation, Comparative Market..., Alternative Investments, Fixed Income, Asset Management, Bonds, Hedge Funds, Derivatives, Financial Markets, Bloomberg, Investor Relations, Options, Investment Management, Trading
Education
City University of New York-Herbert H. Lehman College
Business Administration
Daniel L. Black's The Bank of New York Experience August 1995 - September 1998
Job Managing Partner The Wicks Group
Industry Venture Capital & Private Equity
Experience
The Wicks Group of Companies, LLC June 2003 - Present
Bendon, Inc. February 2012 - Present
Bonded Services June 2011 - Present
Antenna International September 2010 - Present
Advent Funds September 2005 - Present
Penn Foster, Inc March 2007 - December 2009
The Bank of New York (Capital Markets) 1998 - 2003
The Bank of New York August 1995 - September 1998
The Bank of New York October 1990 - August 1995
Skills
Strategic Planning, Management, Mergers, Policy, Strategy, Start-ups, Business Strategy, Public Speaking, Team Building, Business Development, Marketing Strategy, Marketing, New Business Development, Change Management, Negotiation, Project Management, Budget, Social Media, Organizational..., Product Development, Mergers & Acquisitions, Budgets, CRM, Strategic Partnerships, Leadership, Private Equity, Executive Management, Capital Markets, Entrepreneurship, Investments, Venture Capital, Investment Banking, Finance, Recruiting, Corporate Development, Financial Services, Market Research, Business Planning, Training, Management Consulting, Due Diligence, Private Placements, B2B, Equities, Restructuring, Leveraged Finance, Capital, Investor Relations, Corporate Finance, Financial Modeling
Education
Dartmouth College 1978 — 1982
A.B., Government
Montclair High School 1974 — 1978
High School Diploma
The Wicks Group of Companies, LLC June 2003 - Present
Bendon, Inc. February 2012 - Present
Bonded Services June 2011 - Present
Antenna International September 2010 - Present
Advent Funds September 2005 - Present
Penn Foster, Inc March 2007 - December 2009
The Bank of New York (Capital Markets) 1998 - 2003
The Bank of New York August 1995 - September 1998
The Bank of New York October 1990 - August 1995
Skills
Strategic Planning, Management, Mergers, Policy, Strategy, Start-ups, Business Strategy, Public Speaking, Team Building, Business Development, Marketing Strategy, Marketing, New Business Development, Change Management, Negotiation, Project Management, Budget, Social Media, Organizational..., Product Development, Mergers & Acquisitions, Budgets, CRM, Strategic Partnerships, Leadership, Private Equity, Executive Management, Capital Markets, Entrepreneurship, Investments, Venture Capital, Investment Banking, Finance, Recruiting, Corporate Development, Financial Services, Market Research, Business Planning, Training, Management Consulting, Due Diligence, Private Placements, B2B, Equities, Restructuring, Leveraged Finance, Capital, Investor Relations, Corporate Finance, Financial Modeling
Education
Dartmouth College 1978 — 1982
A.B., Government
Montclair High School 1974 — 1978
High School Diploma
Alice M. Burno, PMP®'s The Bank of New York Experience 1990 - 1997
Job Project Management & Technology Management
Industry Information Technology and Services
Experience
Citigroup April 2011 - Present
Avon Products 2005 - January 2011
Columbia University 2003 - 2005
Merrill Lynch 1998 - 2003
iNautix Technologies (DLJ Direct/Pershing) 1997 - 1998
The Bank of New York 1990 - 1997
Con Edison 1986 - 1990
Skills
Software Project..., Program Management, ERP, PMO, Outsourcing, Governance, IT Management, PMP, Project Portfolio..., IT Governance, IT Strategy, Service Delivery, Vendor Management, Business Transformation, Project Governance, Portfolio Management, IT Outsourcing, PMBOK, Project Management, Change Management, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Process Improvement, Management
Education
Columbia Engineering
MS
Columbia University - Columbia Business School
Certificate
Cornell University
Certificate
Pace University
BS
Citigroup April 2011 - Present
Avon Products 2005 - January 2011
Columbia University 2003 - 2005
Merrill Lynch 1998 - 2003
iNautix Technologies (DLJ Direct/Pershing) 1997 - 1998
The Bank of New York 1990 - 1997
Con Edison 1986 - 1990
Skills
Software Project..., Program Management, ERP, PMO, Outsourcing, Governance, IT Management, PMP, Project Portfolio..., IT Governance, IT Strategy, Service Delivery, Vendor Management, Business Transformation, Project Governance, Portfolio Management, IT Outsourcing, PMBOK, Project Management, Change Management, Cross-functional Team..., Integration, Business Analysis, Strategy, Business Intelligence, Process Improvement, Management
Education
Columbia Engineering
MS
Columbia University - Columbia Business School
Certificate
Cornell University
Certificate
Pace University
BS
Joe Massian's The Bank of New York Experience January 2002 - June 2002
Job Application Sales Manager, CRM, Customer Experience (CX) & Cloud Apps at Oracle
Industry Information Technology and Services
Experience
Oracle October 2013 - Present
Oracle August 2011 - October 2013
Oracle November 2008 - August 2011
Self-Employed February 2008 - November 2008
Eclipsys Corporation May 2007 - December 2007
Eclipsys Corporation January 2005 - May 2007
Dell Perot Systems September 2002 - January 2005
The Computer Merchant June 2002 - September 2002
The Bank of New York January 2002 - June 2002
Berkeley Training at The Judge Group August 2001 - September 2001
Skills
Oracle, Oracle E-Business Suite, Enterprise Software, SDLC, Cloud Computing, CRM, Software Development, SOA, Oracle Applications, Strategy, Unix Shell Scripting, PeopleSoft, Management, Business Development, Business Intelligence, Solution Architecture, Enterprise Architecture, Data Warehousing, Sales, Training, ERP, PL/SQL, IT Management, SaaS
Education
Stanford University 2012 — 2012
Non-Degree Class
Dowling College
Bachelors of Science
Suffolk County Community College
Associates Degree
Oracle October 2013 - Present
Oracle August 2011 - October 2013
Oracle November 2008 - August 2011
Self-Employed February 2008 - November 2008
Eclipsys Corporation May 2007 - December 2007
Eclipsys Corporation January 2005 - May 2007
Dell Perot Systems September 2002 - January 2005
The Computer Merchant June 2002 - September 2002
The Bank of New York January 2002 - June 2002
Berkeley Training at The Judge Group August 2001 - September 2001
Skills
Oracle, Oracle E-Business Suite, Enterprise Software, SDLC, Cloud Computing, CRM, Software Development, SOA, Oracle Applications, Strategy, Unix Shell Scripting, PeopleSoft, Management, Business Development, Business Intelligence, Solution Architecture, Enterprise Architecture, Data Warehousing, Sales, Training, ERP, PL/SQL, IT Management, SaaS
Education
Stanford University 2012 — 2012
Non-Degree Class
Dowling College
Bachelors of Science
Suffolk County Community College
Associates Degree
Brian Morro's The Bank of New York Experience April 2002 - January 2004
Job Financial/Business Analyst
Industry Financial Services
Experience
Burlington Stores, Inc. January 2015 - July 2015
McGraw Hill Financial February 2014 - August 2014
TD Bank Group July 2010 - June 2013
Merrill Lynch February 2004 - December 2009
The Bank of New York April 2002 - January 2004
The Bank of New York September 1999 - March 2002
The Bank of New York September 1999 - January 2001
Travelex Global Payments February 1999 - September 1999
Skills
Financial Modeling, Portfolio Management, Investment Banking, Finance, Bloomberg, Financial Services, Access, Cash Flow, Microsoft Excel, Fixed Income, Financial Analysis, Valuation, Banking
Education
Colorado State University 2007 — 2009
MBA, Finance/Managerial Accounting, Investment Analysis, Marketing
University of Nebraska-Lincoln 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Middletown South 1991 — 1994
High School diploma
Burlington Stores, Inc. January 2015 - July 2015
McGraw Hill Financial February 2014 - August 2014
TD Bank Group July 2010 - June 2013
Merrill Lynch February 2004 - December 2009
The Bank of New York April 2002 - January 2004
The Bank of New York September 1999 - March 2002
The Bank of New York September 1999 - January 2001
Travelex Global Payments February 1999 - September 1999
Skills
Financial Modeling, Portfolio Management, Investment Banking, Finance, Bloomberg, Financial Services, Access, Cash Flow, Microsoft Excel, Fixed Income, Financial Analysis, Valuation, Banking
Education
Colorado State University 2007 — 2009
MBA, Finance/Managerial Accounting, Investment Analysis, Marketing
University of Nebraska-Lincoln 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Middletown South 1991 — 1994
High School diploma
Jalma Guevara's The Bank of New York Experience 2002 - 2004
Job Executive Admin Assistant
Industry Financial Services
Experience
KPMG April 2011 - Present
KPMG June 2007 - March 2011
KPMG March 2006 - June 2007
KPMG 2004 - 2006
The Bank of New York 2002 - 2004
Skills
Accounting, PeopleSoft, Recruiting, Office Management, Human Resources, Team Building, Microsoft Excel, Payroll
Education
City University of New York-Hunter College 1995 — 2001
KPMG April 2011 - Present
KPMG June 2007 - March 2011
KPMG March 2006 - June 2007
KPMG 2004 - 2006
The Bank of New York 2002 - 2004
Skills
Accounting, PeopleSoft, Recruiting, Office Management, Human Resources, Team Building, Microsoft Excel, Payroll
Education
City University of New York-Hunter College 1995 — 2001
Marmeline Petion-Midy's The Bank of New York Experience July 1995 - August 1998
Job VP Finance at OppenheimerFunds
Industry Financial Services
Experience
Asset Management Firm January 2011 - Present
OppenheimerFunds August 2004 - February 2011
General Motors, New York Treasurers Office 2000 - 2004
The Bank of New York July 1995 - August 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Asset Management, Mutual Funds, Business Development, Mergers, Financial Planning, Forecasting, Financial Reporting, Business Strategy, Banking, Fixed Income, Valuation, Business Planning, Alternative Investments, Financial Services, Equities
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Cornell University 1991 — 1995
BA, Economics
Asset Management Firm January 2011 - Present
OppenheimerFunds August 2004 - February 2011
General Motors, New York Treasurers Office 2000 - 2004
The Bank of New York July 1995 - August 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Asset Management, Mutual Funds, Business Development, Mergers, Financial Planning, Forecasting, Financial Reporting, Business Strategy, Banking, Fixed Income, Valuation, Business Planning, Alternative Investments, Financial Services, Equities
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, Finance
Cornell University 1991 — 1995
BA, Economics
Jim Newland's The Bank of New York Experience 1999 - May 2001
Job Vice President, Mutual Fund Accounting
Industry Financial Services
Experience
State Street May 2006 - Present
JP Morgan Chase 2001 - 2006
The Bank of New York 1999 - May 2001
Skills
Fixed Income, Mutual Funds, Securities, Equities
Education
Dowling College 1989 — 1993
State Street May 2006 - Present
JP Morgan Chase 2001 - 2006
The Bank of New York 1999 - May 2001
Skills
Fixed Income, Mutual Funds, Securities, Equities
Education
Dowling College 1989 — 1993
Kenmore Emerson's The Bank of New York Experience 1989 - 2007
Job Principal Consultant at Emerson Global Marketing
Industry Marketing and Advertising
Experience
Hunter College January 2008 - Present
FTSE Global Markets July 2007 - Present
Emerson Global Marketing July 2007 - Present
The Asset - the leading financial monthly in Asia November 2010 - June 2012
The Bank of New York Mellon 2007 - 2007
The Bank of New York 1989 - 2007
The Bank of New York 1989 - 2007
Skills
Marketing Strategy, Advertising, Integrated Marketing, Marketing Communications, New Business Development, Communications Programs, Marketing, Event Management, Online Advertising, Digital Marketing, Direct Marketing, Email Marketing, Sales, Digital Media, Analytics, Online Marketing, Strategy, Market Research, CRM, Competitive Analysis, Strategic Partnerships, Digital Strategy, Brand Management, Brand Development, Segmentation, Social Media Marketing, Corporate Communications, Web Analytics, Strategic Communications, Public Relations, SEO, Product Management, Business Development, Business Strategy, Social Media, SEM, Strategic Planning, Social Networking, Lead Generation, Management, Entrepreneurship, Content Strategy, Leadership, Media Relations, Account Management
Education
Columbia University in the City of New York 1964 — 1966
Marketing/Marketing Management, General
Colgate University 1961 — 1964
Bachelor of Arts (BA), Art History, World History, Economics
Hunter College January 2008 - Present
FTSE Global Markets July 2007 - Present
Emerson Global Marketing July 2007 - Present
The Asset - the leading financial monthly in Asia November 2010 - June 2012
The Bank of New York Mellon 2007 - 2007
The Bank of New York 1989 - 2007
The Bank of New York 1989 - 2007
Skills
Marketing Strategy, Advertising, Integrated Marketing, Marketing Communications, New Business Development, Communications Programs, Marketing, Event Management, Online Advertising, Digital Marketing, Direct Marketing, Email Marketing, Sales, Digital Media, Analytics, Online Marketing, Strategy, Market Research, CRM, Competitive Analysis, Strategic Partnerships, Digital Strategy, Brand Management, Brand Development, Segmentation, Social Media Marketing, Corporate Communications, Web Analytics, Strategic Communications, Public Relations, SEO, Product Management, Business Development, Business Strategy, Social Media, SEM, Strategic Planning, Social Networking, Lead Generation, Management, Entrepreneurship, Content Strategy, Leadership, Media Relations, Account Management
Education
Columbia University in the City of New York 1964 — 1966
Marketing/Marketing Management, General
Colgate University 1961 — 1964
Bachelor of Arts (BA), Art History, World History, Economics
Maria Ferzola Lipiros's The Bank of New York Experience September 2005 - September 2006
Job Founder & CEO of Teach. Tutoring Services
Industry Primary/Secondary Education
Experience
TEACH LLC July 2011 - Present
Mastery Charter School December 2009 - June 2011
International Raw Materials Ltd. September 2006 - October 2009
The Bank of New York September 2005 - September 2006
Marshall, Dennehey May 2005 - August 2005
Skills
Credit, Teaching, Mathematics, Excel, Word, Public Speaking, Research, Customer Relations, Microsoft Office, Customer Service, Mentoring, Writing, Coaching, Problem Solving, English, Analysis, Test Preparation, Educational Consulting, Tutoring, PowerPoint, Budgeting, Microsoft Excel, Curriculum Design, Marketing, Staff Development, Mathematics Education, Budgets, Fundraising, Nonprofits, Leadership Development, Higher Education, Business Coaching, SAT Test Prep, SAT Curriculum Creation, Workshop Development, Curriculum Development, Data Analysis, Educational Leadership, Leadership, Social Networking, Training, Community Outreach, Event Planning, Instructional Design, Grant Writing, Strategic Planning, Social Media, Program Development, Spanish, Classroom
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Finance & Accounting
Drexel University 2009 — 2010
Teacher's Certification, Secondary Mathematics
University of Scranton 2001 — 2005
Bachelor's, Mathematics, Chemistry
North Pocono High School 1997 — 2001
TEACH LLC July 2011 - Present
Mastery Charter School December 2009 - June 2011
International Raw Materials Ltd. September 2006 - October 2009
The Bank of New York September 2005 - September 2006
Marshall, Dennehey May 2005 - August 2005
Skills
Credit, Teaching, Mathematics, Excel, Word, Public Speaking, Research, Customer Relations, Microsoft Office, Customer Service, Mentoring, Writing, Coaching, Problem Solving, English, Analysis, Test Preparation, Educational Consulting, Tutoring, PowerPoint, Budgeting, Microsoft Excel, Curriculum Design, Marketing, Staff Development, Mathematics Education, Budgets, Fundraising, Nonprofits, Leadership Development, Higher Education, Business Coaching, SAT Test Prep, SAT Curriculum Creation, Workshop Development, Curriculum Development, Data Analysis, Educational Leadership, Leadership, Social Networking, Training, Community Outreach, Event Planning, Instructional Design, Grant Writing, Strategic Planning, Social Media, Program Development, Spanish, Classroom
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Finance & Accounting
Drexel University 2009 — 2010
Teacher's Certification, Secondary Mathematics
University of Scranton 2001 — 2005
Bachelor's, Mathematics, Chemistry
North Pocono High School 1997 — 2001
ThienKim Dinh's The Bank of New York Experience June 2007 - August 2007
Job Graduate Student at Northeastern University Boston
Industry Banking
Experience
The World Bank April 2009 - May 2010
The Bank of New York June 2007 - August 2007
Fosters Group November 1999 - May 2005
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2014
Finance & International Management
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, Finance & Banking
DePaul University 2005 — 2006
Certificate, Business Communication
University of Economics of Ho Chi Minh City 1994 — 1998
BBA, Finance & Banking
The World Bank April 2009 - May 2010
The Bank of New York June 2007 - August 2007
Fosters Group November 1999 - May 2005
Education
D'Amore-McKim School of Business at Northeastern University 2010 — 2014
Finance & International Management
Mercer University - Stetson School of Business and Economics 2007 — 2009
MBA, Finance & Banking
DePaul University 2005 — 2006
Certificate, Business Communication
University of Economics of Ho Chi Minh City 1994 — 1998
BBA, Finance & Banking
David Breier's The Bank of New York Experience September 2006 - September 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
MSB COMPUTERS September 1994 - Present
Dell 2015 - 2015
Dell 2015 - 2015
Dell 2015 - 2015
Marcum Technology LLC (formerly M&K ISS LLP) July 2008 - August 2009
The Bank of New York September 2006 - September 2007
Ricoh Business Systems April 2006 - September 2006
Federal Reserve Bank of New York 2004 - 2005
Ricoh Business Systems May 2004 - November 2004
ION Computer Systems 1999 - 2001
Skills
Hardware, Troubleshooting, Servers, Software Documentation, HP, Disaster Recovery, VMware, Information Technology, Data Center, Active Directory, Computer Hardware, Windows Server, Operating Systems, Cisco Technologies, Networking, Cloud Computing, Windows, Data Migration, Project Management, Lotus Notes, Routers, Printers, Laptops, Technical Support, Help Desk Support, Citrix, Infrastructure, Security, VPN, Software Installation, System Deployment, Windows 7, Switches, Antivirus, Integration, Virtualization, IT Management, Windows XP, Network Administration
Education
Drexel University 1988 — 1990
MSME, Thermo Fluids Engineering
Hofstra University 1983 — 1987
BE, Engineering
MSB COMPUTERS September 1994 - Present
Dell 2015 - 2015
Dell 2015 - 2015
Dell 2015 - 2015
Marcum Technology LLC (formerly M&K ISS LLP) July 2008 - August 2009
The Bank of New York September 2006 - September 2007
Ricoh Business Systems April 2006 - September 2006
Federal Reserve Bank of New York 2004 - 2005
Ricoh Business Systems May 2004 - November 2004
ION Computer Systems 1999 - 2001
Skills
Hardware, Troubleshooting, Servers, Software Documentation, HP, Disaster Recovery, VMware, Information Technology, Data Center, Active Directory, Computer Hardware, Windows Server, Operating Systems, Cisco Technologies, Networking, Cloud Computing, Windows, Data Migration, Project Management, Lotus Notes, Routers, Printers, Laptops, Technical Support, Help Desk Support, Citrix, Infrastructure, Security, VPN, Software Installation, System Deployment, Windows 7, Switches, Antivirus, Integration, Virtualization, IT Management, Windows XP, Network Administration
Education
Drexel University 1988 — 1990
MSME, Thermo Fluids Engineering
Hofstra University 1983 — 1987
BE, Engineering
Robert Joyce's The Bank of New York Experience June 1987 - July 2007
Job Senior Vice President and Healthcare Division Head at US Bank
Industry Banking
Experience
US Bank 2007 - Present
The Bank of New York June 1987 - July 2007
Skills
Commercial Banking, Portfolio Management, Banking, Capital Markets, Credit, Financial Services, Credit Analysis, Loans, Commercial Lending, Financial Modeling, Risk Management, Credit Risk, Fixed Income, Cash Management, Financial Analysis, Investments
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
Cornell University 1981 — 1985
AB, Economics
US Bank 2007 - Present
The Bank of New York June 1987 - July 2007
Skills
Commercial Banking, Portfolio Management, Banking, Capital Markets, Credit, Financial Services, Credit Analysis, Loans, Commercial Lending, Financial Modeling, Risk Management, Credit Risk, Fixed Income, Cash Management, Financial Analysis, Investments
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA
Cornell University 1981 — 1985
AB, Economics
Scott Shen's The Bank of New York Experience September 1999 - September 2004
Job Vice President at BNY Mellon Alternative Investment Services
Industry Financial Services
Experience
BNY Mellon Alternative Investment Services June 2011 - Present
Protiviti September 2004 - June 2011
The Bank of New York September 1999 - September 2004
Education
City University of New York-College of Staten Island 1996 — 1999
BS, Finance and Economics
Rutgers University-New Brunswick 1994 — 1996
Civil Engineering
BNY Mellon Alternative Investment Services June 2011 - Present
Protiviti September 2004 - June 2011
The Bank of New York September 1999 - September 2004
Education
City University of New York-College of Staten Island 1996 — 1999
BS, Finance and Economics
Rutgers University-New Brunswick 1994 — 1996
Civil Engineering
Larry Harris's The Bank of New York Experience July 2001 - January 2005
Job VP, Director of Marketing at BNY Mellon Markets Group
Industry Financial Services
Experience
BNY Mellon Markets Group June 2010 - Present
BNY Mellon January 2005 - May 2010
The Bank of New York July 2001 - January 2005
Skills
Management, Financial Services, Marketing, Marketing Communications, Internal Communications, Strategic Planning, Marketing Strategy, Strategy, Corporate Communications, Integrated Marketing, Leadership, Project Management, Financial Markets, Analytics, Vendor Management, Direct Marketing, Banking, Social Media, Digital Marketing, Market Research, Advertising, Competitive Analysis, Process Improvement, Writing, Social Media Marketing, Strategic Communications, Cross-functional Team..., Business Strategy
Education
Columbia University in the City of New York
M.F.A.
Rutgers University-New Brunswick
B.F.A.
BNY Mellon Markets Group June 2010 - Present
BNY Mellon January 2005 - May 2010
The Bank of New York July 2001 - January 2005
Skills
Management, Financial Services, Marketing, Marketing Communications, Internal Communications, Strategic Planning, Marketing Strategy, Strategy, Corporate Communications, Integrated Marketing, Leadership, Project Management, Financial Markets, Analytics, Vendor Management, Direct Marketing, Banking, Social Media, Digital Marketing, Market Research, Advertising, Competitive Analysis, Process Improvement, Writing, Social Media Marketing, Strategic Communications, Cross-functional Team..., Business Strategy
Education
Columbia University in the City of New York
M.F.A.
Rutgers University-New Brunswick
B.F.A.
Violet Pagan's The Bank of New York Experience March 1997 - Present
Job Vice President at The Bank of New York
Industry Banking
Experience
The Bank of New York March 1997 - Present
Jordan Edmiston Group January 1996 - March 1997
Skills
Equities, Banking, Fixed Income, Financial Services, Securities, Global Client Management
Education
The New School - NY 1994 — 1996
Master of Arts (M.A.), Media Art
College of Saint Elizabeth 1988 — 1992
Bachelor of Arts (B.A.), English Literature
The Bank of New York March 1997 - Present
Jordan Edmiston Group January 1996 - March 1997
Skills
Equities, Banking, Fixed Income, Financial Services, Securities, Global Client Management
Education
The New School - NY 1994 — 1996
Master of Arts (M.A.), Media Art
College of Saint Elizabeth 1988 — 1992
Bachelor of Arts (B.A.), English Literature
Thomas Carlini's The Bank of New York Experience July 2006 - September 2008
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2008 - Present
The Bank of New York July 2006 - September 2008
Education
City University of New York-College of Staten Island 2002 — 2005
College of Staten Island Staten
Bachelor of Arts, Psychology
BNY Mellon October 2008 - Present
The Bank of New York July 2006 - September 2008
Education
City University of New York-College of Staten Island 2002 — 2005
College of Staten Island Staten
Bachelor of Arts, Psychology
Emily Barcliffe's The Bank of New York Experience 2002 - 2003
Job Manager, Print Production at Harry Winston
Industry Marketing and Advertising
Experience
Harry Winston June 2014 - Present
ANN INC. October 2011 - June 2014
Armani Exchange December 2010 - October 2011
JWT May 2007 - September 2010
Lipman February 2006 - May 2007
G2 2003 - 2006
The Bank of New York 2002 - 2003
Visual Communications Group 1999 - 2001
Skills
Press Checks, Creative Services, Print Collateral, Print Production, Pre-press, Fashion, Production Management, QuarkXPress, Outdoor Advertising, Direct Mail, Print, Production Managment, Marketing, Collateral, Art Direction, Advertising
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (B.A.), Psychology, Visual Arts, and Spanish Language & Literature
Union Catholic Regional High School 1991 — 1995
Harry Winston June 2014 - Present
ANN INC. October 2011 - June 2014
Armani Exchange December 2010 - October 2011
JWT May 2007 - September 2010
Lipman February 2006 - May 2007
G2 2003 - 2006
The Bank of New York 2002 - 2003
Visual Communications Group 1999 - 2001
Skills
Press Checks, Creative Services, Print Collateral, Print Production, Pre-press, Fashion, Production Management, QuarkXPress, Outdoor Advertising, Direct Mail, Print, Production Managment, Marketing, Collateral, Art Direction, Advertising
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (B.A.), Psychology, Visual Arts, and Spanish Language & Literature
Union Catholic Regional High School 1991 — 1995
Trey Parsons's The Bank of New York Experience October 1994 - April 1996
Job Area Vice President at Oracle
Industry Computer Software
Experience
Oracle June 2015 - Present
salesforce.com September 2013 - Present
Oracle June 2010 - September 2013
Oracle June 2007 - May 2010
Oracle December 2004 - May 2007
Oracle May 1996 - November 2004
The Bank of New York October 1994 - April 1996
Manufacturers Hanover Trust July 1990 - October 1994
Skills
Business Alliances, Business Intelligence, Cloud Computing
Education
Colorado College 1984 — 1988
Oracle June 2015 - Present
salesforce.com September 2013 - Present
Oracle June 2010 - September 2013
Oracle June 2007 - May 2010
Oracle December 2004 - May 2007
Oracle May 1996 - November 2004
The Bank of New York October 1994 - April 1996
Manufacturers Hanover Trust July 1990 - October 1994
Skills
Business Alliances, Business Intelligence, Cloud Computing
Education
Colorado College 1984 — 1988
Lee Rassnick's The Bank of New York Experience 2000 - 2006
Job Independent Law Practice Professional
Industry Law Practice
Experience
The Bank of New York 2000 - 2006
Education
Columbia Law School 1960 — 1963
The Bank of New York 2000 - 2006
Education
Columbia Law School 1960 — 1963
Alison (Dwyer, Ariti) Sorel's The Bank of New York Experience 2000 - 2005
Job SVP, Head of Operations, Supply Chain Services at Citizens Bank
Industry Banking
Experience
Citizens Bank February 2014 - Present
RBS Citizens Financial Group 2011 - February 2014
RBS Citizens Financial Group 2010 - 2011
Citizens Bank 2008 - 2010
RBS National Bank 2005 - 2008
The Bank of New York 2000 - 2005
The Bank of New York (Delaware) 2000 - 2000
FirstUSA 1999 - 2000
Skills
Credit Risk, Banking, Credit, Credit Cards, Risk Management, Portfolio Management, Financial Risk, SAS, Business Intelligence, Loans, Credit Analysis, Financial Modeling, Overdrafts, Valuation, Leadership, Quantitative Analytics, Risk Analytics, Student Loans, Unsecured Loans, Relational Databases, Predictive Dialers, Analysis, Collections, Vendor Management, SQL, Team Management, Data Analysis, Analytics, Procure-to-Pay, Oracle, Ariba, Project Management, Training & Development, Contract Management
Education
Cornell University 1994 — 1998
Bachelor of Science (BS), Statistics and Biometry
Sodus Central School 1990 — 1994
Diploma
Citizens Bank February 2014 - Present
RBS Citizens Financial Group 2011 - February 2014
RBS Citizens Financial Group 2010 - 2011
Citizens Bank 2008 - 2010
RBS National Bank 2005 - 2008
The Bank of New York 2000 - 2005
The Bank of New York (Delaware) 2000 - 2000
FirstUSA 1999 - 2000
Skills
Credit Risk, Banking, Credit, Credit Cards, Risk Management, Portfolio Management, Financial Risk, SAS, Business Intelligence, Loans, Credit Analysis, Financial Modeling, Overdrafts, Valuation, Leadership, Quantitative Analytics, Risk Analytics, Student Loans, Unsecured Loans, Relational Databases, Predictive Dialers, Analysis, Collections, Vendor Management, SQL, Team Management, Data Analysis, Analytics, Procure-to-Pay, Oracle, Ariba, Project Management, Training & Development, Contract Management
Education
Cornell University 1994 — 1998
Bachelor of Science (BS), Statistics and Biometry
Sodus Central School 1990 — 1994
Diploma
Steve McCormack's The Bank of New York Experience June 1976 - August 1978
Job General Partner at Commonwealth Capital Ventures
Industry Venture Capital & Private Equity
Experience
Commonwealth Capital Ventures May 1995 - Present
e-Dialog 1999 - 2008
3i Corporation September 1990 - September 1995
Merrill Lynch Venture Capital January 1982 - July 1990
Mass Technology Development Corp. August 1980 - December 1981
Interactive Data Coorporation September 1978 - August 1980
The Bank of New York June 1976 - August 1978
Skills
Corporate Development, Venture Capital, Start-ups, Enterprise Software, Angel Investing, Business Strategy, Mergers, Product Management, Investments, Entrepreneurship, Executive Management, Strategic Partnerships, Mergers & Acquisitions, Management Consulting, Management, Financial Modeling, Strategy, Business Planning, Product Marketing, Corporate Finance, SaaS, Due Diligence, Venture Financing, Cloud Computing, Business Development, Private Equity, Marketing Strategy, Analytics, IPO, Small Business, Strategic Planning, M&A experience, E-commerce, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Finance
Dartmouth College 1970 — 1974
BA, Psychology
Commonwealth Capital Ventures May 1995 - Present
e-Dialog 1999 - 2008
3i Corporation September 1990 - September 1995
Merrill Lynch Venture Capital January 1982 - July 1990
Mass Technology Development Corp. August 1980 - December 1981
Interactive Data Coorporation September 1978 - August 1980
The Bank of New York June 1976 - August 1978
Skills
Corporate Development, Venture Capital, Start-ups, Enterprise Software, Angel Investing, Business Strategy, Mergers, Product Management, Investments, Entrepreneurship, Executive Management, Strategic Partnerships, Mergers & Acquisitions, Management Consulting, Management, Financial Modeling, Strategy, Business Planning, Product Marketing, Corporate Finance, SaaS, Due Diligence, Venture Financing, Cloud Computing, Business Development, Private Equity, Marketing Strategy, Analytics, IPO, Small Business, Strategic Planning, M&A experience, E-commerce, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1974 — 1976
MBA, Finance
Dartmouth College 1970 — 1974
BA, Psychology
Mariana Bernunzo Connolly, CFA, CFP's The Bank of New York Experience 2001 - 2004
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management 2004 - Present
The Bank of New York 2001 - 2004
JP Morgan 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Columbia University in the City of New York 1980 — 1984
St. Francis Preparatory High School
JP Morgan Asset Management 2004 - Present
The Bank of New York 2001 - 2004
JP Morgan 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Columbia University in the City of New York 1980 — 1984
St. Francis Preparatory High School
Abdul Gaibi's The Bank of New York Experience February 2002 - October 2006
Job Executive Director at Dynamic Firearms Training
Industry Professional Training & Coaching
Experience
JPMorgan Chase Executive DirectorDynamic Firearms TrainingJanuary 2009 - Present
Nassau County Police Department November 2010 - Present
Alpha Phi Alpha Fraternity, Inc. 1995 - 2008
The Bank of New York February 2002 - October 2006
GreenPoint Bank January 2002 - November 2002
Skills
Strategic Planning, Program Management, Credit, Financial Analysis, Team Building, Vendor Management, Leadership, Risk Management, Leadership Development, Budgets, Public Speaking, Fixed Income, Management, Mortgage Lending, Loans, Customer Service, Business Analysis, Staff Development, Asset Management, Business Continuity, Financial Reporting, Retirement Planning, Microsoft Office, Series 7, Hedge Funds, Inventory Management, Mutual Funds, Certified Firearms..., Firearms, Security, Physical Security, Security Operations
Education
City University of New York-John Jay College of Criminal Justice
Our Lady of Fatima
Queens College
JPMorgan Chase Executive DirectorDynamic Firearms TrainingJanuary 2009 - Present
Nassau County Police Department November 2010 - Present
Alpha Phi Alpha Fraternity, Inc. 1995 - 2008
The Bank of New York February 2002 - October 2006
GreenPoint Bank January 2002 - November 2002
Skills
Strategic Planning, Program Management, Credit, Financial Analysis, Team Building, Vendor Management, Leadership, Risk Management, Leadership Development, Budgets, Public Speaking, Fixed Income, Management, Mortgage Lending, Loans, Customer Service, Business Analysis, Staff Development, Asset Management, Business Continuity, Financial Reporting, Retirement Planning, Microsoft Office, Series 7, Hedge Funds, Inventory Management, Mutual Funds, Certified Firearms..., Firearms, Security, Physical Security, Security Operations
Education
City University of New York-John Jay College of Criminal Justice
Our Lady of Fatima
Queens College
Stephen Trowbridge's The Bank of New York Experience July 1986 - December 1988
Job Chief Operating Officer at TurtleBay Advisory Services
Industry Financial Services
Experience
TurtleBay Advisory Services September 2013 - Present
Hancock Consulting September 2008 - August 2013
Pacific Life September 2008 - January 2010
The Capital Group Companies March 2006 - August 2008
Mellon Financial February 1998 - February 2006
Bankers Trust February 1993 - December 1997
Control Associates January 1990 - January 1993
The Bank of New York July 1986 - December 1988
Harris Bank January 1985 - June 1986
Chemical Bank/JP Morgan Chase January 1983 - December 1984
Skills
Investment Operations, Global Custody, Fund Accounting, Strategic Planning, Global Management, Quality Management, Profit Improvement, Business Transformation, Program Management, Operational Risk..., Operations Management, Client Service Oriented, Outsourcing, Asset Managment, Financial Analysis, Operational Excellence, Asset Management, Investments, Leadership, Financial Services, Management Consulting, Equities, Management, Consulting, Securities, Client Services, Project Management, Fixed Income, Profit Maximization, Portfolio Management, Business Analysis, Vendor Management, Mutual Funds, Risk Management
Education
Connecticut College 1978 — 1982
B.A., Government and English
Riverdale Country School 1974 — 1978
TurtleBay Advisory Services September 2013 - Present
Hancock Consulting September 2008 - August 2013
Pacific Life September 2008 - January 2010
The Capital Group Companies March 2006 - August 2008
Mellon Financial February 1998 - February 2006
Bankers Trust February 1993 - December 1997
Control Associates January 1990 - January 1993
The Bank of New York July 1986 - December 1988
Harris Bank January 1985 - June 1986
Chemical Bank/JP Morgan Chase January 1983 - December 1984
Skills
Investment Operations, Global Custody, Fund Accounting, Strategic Planning, Global Management, Quality Management, Profit Improvement, Business Transformation, Program Management, Operational Risk..., Operations Management, Client Service Oriented, Outsourcing, Asset Managment, Financial Analysis, Operational Excellence, Asset Management, Investments, Leadership, Financial Services, Management Consulting, Equities, Management, Consulting, Securities, Client Services, Project Management, Fixed Income, Profit Maximization, Portfolio Management, Business Analysis, Vendor Management, Mutual Funds, Risk Management
Education
Connecticut College 1978 — 1982
B.A., Government and English
Riverdale Country School 1974 — 1978
Robert Quinn's The Bank of New York Experience May 1999 - September 2005
Job Vice President at Wilmington Trust Company
Industry Banking
Experience
Wilmington Trust Company October 2014 - Present
Wells Fargo Collateral Trust September 2005 - April 2014
The Bank of New York May 1999 - September 2005
Airborne Express Corp 1997 - 1998
Northwest Wine Company 1995 - 1997
Skills
Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Washington 1991 — 1995
BS, Business
O'Dea High School 1982 — 1986
General Studies, General studies
Wilmington Trust Company October 2014 - Present
Wells Fargo Collateral Trust September 2005 - April 2014
The Bank of New York May 1999 - September 2005
Airborne Express Corp 1997 - 1998
Northwest Wine Company 1995 - 1997
Skills
Finance
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Washington 1991 — 1995
BS, Business
O'Dea High School 1982 — 1986
General Studies, General studies
Philip Barresi's The Bank of New York Experience 2001 - Present
Job Managing Director at The Bank of New York
Industry Financial Services
Experience
The Bank of New York 2001 - Present
American Financial 1999 - 2001
Schering Plough 1998 - 2000
American Express TRS 1997 - 1998
The Bank of New York 1986 - 1997
DKM Properties 1990 - 1992
Skills
SDLC, Program Management, Financial Services, Outsourcing
Education
City University of New York-College of Staten Island 1983 — 1987
BS, Economics, Finance, Industrial Management
The Bank of New York 2001 - Present
American Financial 1999 - 2001
Schering Plough 1998 - 2000
American Express TRS 1997 - 1998
The Bank of New York 1986 - 1997
DKM Properties 1990 - 1992
Skills
SDLC, Program Management, Financial Services, Outsourcing
Education
City University of New York-College of Staten Island 1983 — 1987
BS, Economics, Finance, Industrial Management
Sam DeKay's The Bank of New York Experience September 2000 - Present
Job Vice President at The Bank of New York
Industry Computer & Network Security
Experience
The Bank of New York September 2000 - Present
The Bank of New York Mellon 2000 - Present
BNY Mellon 2000 - Present
Skills
Risk Management, Information Security..., Risk Assessment, Information Security, GLBA, Information Security..., Security Architecture..., PCI DSS, Business Continuity, Enterprise Risk..., IT Audit, CISSP, Security, Information Technology, COBIT, Governance, Privacy Law, Data Security, CISA, Financial Risk, Program Management, IT Risk Management, Disaster Recovery, ISO 27001, Application Security
Education
Columbia University in the City of New York
Drury University
Drury University
The Bank of New York September 2000 - Present
The Bank of New York Mellon 2000 - Present
BNY Mellon 2000 - Present
Skills
Risk Management, Information Security..., Risk Assessment, Information Security, GLBA, Information Security..., Security Architecture..., PCI DSS, Business Continuity, Enterprise Risk..., IT Audit, CISSP, Security, Information Technology, COBIT, Governance, Privacy Law, Data Security, CISA, Financial Risk, Program Management, IT Risk Management, Disaster Recovery, ISO 27001, Application Security
Education
Columbia University in the City of New York
Drury University
Drury University
SaraBeth Gonzalez's The Bank of New York Experience October 2005 - October 2006
Job Senior HR Generalist
Industry Public Safety
Experience
Kratos Public Safety & Security Solutions, Inc. October 2014 - Present
Realogy February 2013 - October 2014
Realogy November 2008 - February 2013
Bear Stearns October 2006 - September 2008
The Bank of New York October 2005 - October 2006
Skills
Personnel Management, Human Resources, Applicant Tracking..., Talent Acquisition, Deferred Compensation, HRIS, Benefits Administration, Employee Benefits, Organizational..., Employee Training, College Recruiting, Workforce Planning, Employee Relations, Management, New Hire Orientations, Onboarding, Recruiting, Talent Management
Education
College of Saint Elizabeth 2003 — 2005
MS, Human Resources
Endicott College 1999 — 2003
BS, Sports Management
Kratos Public Safety & Security Solutions, Inc. October 2014 - Present
Realogy February 2013 - October 2014
Realogy November 2008 - February 2013
Bear Stearns October 2006 - September 2008
The Bank of New York October 2005 - October 2006
Skills
Personnel Management, Human Resources, Applicant Tracking..., Talent Acquisition, Deferred Compensation, HRIS, Benefits Administration, Employee Benefits, Organizational..., Employee Training, College Recruiting, Workforce Planning, Employee Relations, Management, New Hire Orientations, Onboarding, Recruiting, Talent Management
Education
College of Saint Elizabeth 2003 — 2005
MS, Human Resources
Endicott College 1999 — 2003
BS, Sports Management
Brian C. Weddington, CFA's The Bank of New York Experience 1992 - 1999
Job Investment Management and Research Professional
Industry Investment Management
Experience
Moody's Investors Service 2005 - Present
Diamond Tree Partners 2000 - 2005
The Bank of New York 1992 - 1999
Skills
Equities, Capital Markets, Fixed Income, Public Speaking, Public Finance, Valuation, Bonds, Structured Finance, Financial Modeling, Credit Analysis, Mergers & Acquisitions, Bloomberg, Emerging Markets, Investment Banking, Investor Relations, Research
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Real Estate
Drexel University
B.S., LeBow College of Business, Managment of Information Systems
Moody's Investors Service 2005 - Present
Diamond Tree Partners 2000 - 2005
The Bank of New York 1992 - 1999
Skills
Equities, Capital Markets, Fixed Income, Public Speaking, Public Finance, Valuation, Bonds, Structured Finance, Financial Modeling, Credit Analysis, Mergers & Acquisitions, Bloomberg, Emerging Markets, Investment Banking, Investor Relations, Research
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Real Estate
Drexel University
B.S., LeBow College of Business, Managment of Information Systems
Don Mattice's The Bank of New York Experience September 2006 - January 2007
Job US RMBS Ratings Analyst
Industry Financial Services
Experience
DBRS August 2015 - Present
Moody's Analytics - SAV May 2011 - July 2015
Markit January 2007 - May 2011
The Bank of New York September 2006 - January 2007
AmeriCredit April 2006 - September 2006
Dewberry-Goodkind Inc July 2004 - April 2006
URS Corporation, Rizzo Associates February 1995 - September 2002
Skills
ABS, Cash Flow, Securitization, Residential Mortgages, Structured Finance, Financial Modeling, Modeling, Securities, CDO, Finance, Credit, Risk Management, Loans, Portfolio Management, Bonds, Structured Products, MBS
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Clarkson University 1990 — 1994
BS, Civil Engineering and Mathematics
DBRS August 2015 - Present
Moody's Analytics - SAV May 2011 - July 2015
Markit January 2007 - May 2011
The Bank of New York September 2006 - January 2007
AmeriCredit April 2006 - September 2006
Dewberry-Goodkind Inc July 2004 - April 2006
URS Corporation, Rizzo Associates February 1995 - September 2002
Skills
ABS, Cash Flow, Securitization, Residential Mortgages, Structured Finance, Financial Modeling, Modeling, Securities, CDO, Finance, Credit, Risk Management, Loans, Portfolio Management, Bonds, Structured Products, MBS
Education
Fordham Gabelli School of Business 2003 — 2005
MBA, Finance
Clarkson University 1990 — 1994
BS, Civil Engineering and Mathematics
Stephanie Baas's The Bank of New York Experience 1979 - 1983
Job Institutional Sales at Robotti & Company
Industry Financial Services
Experience
Robotti & Company July 2012 - Present
Robotti & Company 2009 - 2010
Carr Securities January 2004 - July 2009
Bankers Trust Company 1985 - 1990
The Bank of New York 1979 - 1983
Skills
Funding, Fairness Opinions, Convertible Bonds, Loans, Executive Management, Hedge Funds, Equities, Investments, Securities, Capital Markets, Banking, Private Equity, Asset Management, Special Situations, Fixed Income, Alternative Investments, Investment Banking, Finance, Mutual Funds, Equity Research, Value Investing, Valuation, Portfolio Management, Investment Management, Series 7, Equity Valuation, High Yield, Bonds, Bloomberg, Emerging Markets, Financial Modeling, Asset Allocation, Investor Relations, Fund Of Funds, Financial Markets, Equity Trading, Investment Advisory, Equity Derivatives, Investment Strategies, Options, Structured Finance, Trading, Series 63, Private Placements, Derivatives, Equity Capital Markets, Series 24, Financial Structuring
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Robotti & Company July 2012 - Present
Robotti & Company 2009 - 2010
Carr Securities January 2004 - July 2009
Bankers Trust Company 1985 - 1990
The Bank of New York 1979 - 1983
Skills
Funding, Fairness Opinions, Convertible Bonds, Loans, Executive Management, Hedge Funds, Equities, Investments, Securities, Capital Markets, Banking, Private Equity, Asset Management, Special Situations, Fixed Income, Alternative Investments, Investment Banking, Finance, Mutual Funds, Equity Research, Value Investing, Valuation, Portfolio Management, Investment Management, Series 7, Equity Valuation, High Yield, Bonds, Bloomberg, Emerging Markets, Financial Modeling, Asset Allocation, Investor Relations, Fund Of Funds, Financial Markets, Equity Trading, Investment Advisory, Equity Derivatives, Investment Strategies, Options, Structured Finance, Trading, Series 63, Private Placements, Derivatives, Equity Capital Markets, Series 24, Financial Structuring
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Dewayne Johnson's The Bank of New York Experience November 2006 - January 2008
Job Retention Manager at ADP
Industry Financial Services
Experience
ADP March 2015 - Present
Computershare March 2011 - March 2015
MobileHaps, Inc. January 2012 - October 2014
The Bank of New York November 2006 - January 2008
Morgan Stanley July 2000 - November 2006
T. Rowe Price January 1998 - July 2000
Pratt Street Lounge June 1997 - July 2000
Skills
Business Strategy, Business Management, Business Development, Mobile Technology, Android Development, iOS development, Product Development, Website Development, Management, Financial Services, Start-ups, Strategy, Vendor Management, Strategic Partnerships, Digital Marketing, New Business Development, Finance, Software Documentation, Entrepreneurship, CRM, E-commerce, Leadership, Online Advertising, Business Analysis, Mobile Devices, Executive Management, Mobile Applications, Event Management, Business Planning, Team Management, Competitive Analysis, Analytics, Online Marketing, Product Management
Education
University of Baltimore Merrick School of Business 1998 — 1999
Finance and Financial Management Services
Coppin State University 1993 — 1998
Bachelors of Science, Marketing
ADP March 2015 - Present
Computershare March 2011 - March 2015
MobileHaps, Inc. January 2012 - October 2014
The Bank of New York November 2006 - January 2008
Morgan Stanley July 2000 - November 2006
T. Rowe Price January 1998 - July 2000
Pratt Street Lounge June 1997 - July 2000
Skills
Business Strategy, Business Management, Business Development, Mobile Technology, Android Development, iOS development, Product Development, Website Development, Management, Financial Services, Start-ups, Strategy, Vendor Management, Strategic Partnerships, Digital Marketing, New Business Development, Finance, Software Documentation, Entrepreneurship, CRM, E-commerce, Leadership, Online Advertising, Business Analysis, Mobile Devices, Executive Management, Mobile Applications, Event Management, Business Planning, Team Management, Competitive Analysis, Analytics, Online Marketing, Product Management
Education
University of Baltimore Merrick School of Business 1998 — 1999
Finance and Financial Management Services
Coppin State University 1993 — 1998
Bachelors of Science, Marketing
Mondrell T. Moore's The Bank of New York Experience 2004 - 2006
Job Senior Vice President at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
Herndon Capital Management, LLC 2015 - Present
EARNEST Partners 2008 - 2015
SunTrust Robinson Humphrey 2006 - 2008
The Bank of New York 2004 - 2006
Brown Brothers Harriman 1998 - 2002
Skills
Fixed Income, Financial Modeling, Equities, Valuation, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Investments, Asset Allocation, Bloomberg, Investment Management, Portfolio Management, Securities, Business Development, Relationship Management, FactSet, Lipper, Client Relations, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
MBA, Entrepreneurship & Private Equity
University of Melbourne - Melbourne Business School 2004 — 2004
MBA - International Graduate Program - Australia
Clark Atlanta University 1994 — 1998
BA, Business Administration / Finance
Nancy Natelli's The Bank of New York Experience June 1994 - July 1999
Job Associate Director, Finance Human Resources at Columbia University in the City of New York
Industry Human Resources
Experience
Columbia University in the City of New York November 2013 - Present
Borough of Manhattan Community College/City University of New York September 2009 - October 2013
Altria Corporate Services, Inc. July 2000 - March 2008
Merrill Lynch August 1999 - July 2000
The Bank of New York June 1994 - July 1999
K-III Magazines (Primedia) June 1993 - May 1994
Education
Rutgers University-New Brunswick 1991 — 1993
MS, Industrial Relations/Human Resources
Clark University 1982 — 1986
BA, Psychology
Columbia University in the City of New York November 2013 - Present
Borough of Manhattan Community College/City University of New York September 2009 - October 2013
Altria Corporate Services, Inc. July 2000 - March 2008
Merrill Lynch August 1999 - July 2000
The Bank of New York June 1994 - July 1999
K-III Magazines (Primedia) June 1993 - May 1994
Education
Rutgers University-New Brunswick 1991 — 1993
MS, Industrial Relations/Human Resources
Clark University 1982 — 1986
BA, Psychology
Matthew White, CFA's The Bank of New York Experience January 2005 - April 2006
Job Vice President, Bank of America
Industry Banking
Experience
Bank of America May 2006 - Present
The Bank of New York January 2005 - April 2006
New England Research & Management Inc. November 2000 - August 2002
Skills
Financial Modeling, Credit Analysis, Credit Risk, Financial Institutions, Corporate Finance, Syndicated Loans, Leveraged Finance, Syndications, Investment Management, Equity Research
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
MBA, Finance
Colby College 1994 — 1998
BA, Business Administration
Bank of America May 2006 - Present
The Bank of New York January 2005 - April 2006
New England Research & Management Inc. November 2000 - August 2002
Skills
Financial Modeling, Credit Analysis, Credit Risk, Financial Institutions, Corporate Finance, Syndicated Loans, Leveraged Finance, Syndications, Investment Management, Equity Research
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2004
MBA, Finance
Colby College 1994 — 1998
BA, Business Administration
Karen Kari's The Bank of New York Experience 1984 - 1989
Job Business Project Manager, Customer Strategy & Planning at Northeast Utilities
Industry Marketing and Advertising
Experience
Northeast Utilities September 2010 - Present
Golden Compass July 2009 - September 2010
The Kari Group November 2001 - August 2010
RapportNET 2000 - 2001
SoftAd (now ChannelNET) 1999 - 2000
SoftAd (now ChannelNET) 1994 - 1998
It's Done, Inc. 1989 - 1994
The Bank of New York 1984 - 1989
Skills
Project Management, Strategy, Marketing, CRM, Program Management, Public Speaking, Social Media, Marketing Communications, SDLC, Event Planning, Management, Training, Proposal Writing, Consulting, Blogging, Project Planning, Business Planning, Media Relations, Research, Software Documentation, Strategic Communications, Sales, Business Development, Email Marketing, Marketing Strategy, SEO, Public Relations, Social Media Marketing, Budgets
Education
Cornell University
BS, Consumer Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing
Northeast Utilities September 2010 - Present
Golden Compass July 2009 - September 2010
The Kari Group November 2001 - August 2010
RapportNET 2000 - 2001
SoftAd (now ChannelNET) 1999 - 2000
SoftAd (now ChannelNET) 1994 - 1998
It's Done, Inc. 1989 - 1994
The Bank of New York 1984 - 1989
Skills
Project Management, Strategy, Marketing, CRM, Program Management, Public Speaking, Social Media, Marketing Communications, SDLC, Event Planning, Management, Training, Proposal Writing, Consulting, Blogging, Project Planning, Business Planning, Media Relations, Research, Software Documentation, Strategic Communications, Sales, Business Development, Email Marketing, Marketing Strategy, SEO, Public Relations, Social Media Marketing, Budgets
Education
Cornell University
BS, Consumer Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing
Megan Mawer's The Bank of New York Experience April 2006 - Present
Job Vice President Client Administration at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York April 2006 - Present
Link Market Services March 1999 - January 2006
Education
Chartered Secretaries - Southern Africa 1992 — 1995
Chartered Secretary, Corporate Law, Accounting
Damelin 1992 — 1995
The Bank of New York April 2006 - Present
Link Market Services March 1999 - January 2006
Education
Chartered Secretaries - Southern Africa 1992 — 1995
Chartered Secretary, Corporate Law, Accounting
Damelin 1992 — 1995
Giovanni Fallone's The Bank of New York Experience September 1980 - February 1990
Job Corporate Banking Relationship Manager
Industry Banking
Experience
RBS (formerly ABN AMRO, Inc.) January 2001 - August 2008
ABN AMRO Bank N.V. February 1990 - January 2000
The Bank of New York September 1980 - February 1990
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance and Accounting
RBS (formerly ABN AMRO, Inc.) January 2001 - August 2008
ABN AMRO Bank N.V. February 1990 - January 2000
The Bank of New York September 1980 - February 1990
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance and Accounting
Scott Buitekant, CFA's The Bank of New York Experience July 1995 - September 2002
Job Managing Director J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
BNY Mellon September 2011 - June 2015
HSBC September 2002 - September 2011
The Bank of New York July 1995 - September 2002
Skills
Capital Markets, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Middle Office, Investment Management, Swaps, Management, Series 7, Strategy, Business Development, Securities, Bonds, Portfolio Management, Mutual Funds, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
Columbia University in the City of New York 1986 — 1990
B.A., Economics
J.P. Morgan July 2015 - Present
BNY Mellon September 2011 - June 2015
HSBC September 2002 - September 2011
The Bank of New York July 1995 - September 2002
Skills
Capital Markets, Hedge Funds, Financial Modeling, Financial Services, Asset Management, Middle Office, Investment Management, Swaps, Management, Series 7, Strategy, Business Development, Securities, Bonds, Portfolio Management, Mutual Funds, Financial Markets
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance
Columbia University in the City of New York 1986 — 1990
B.A., Economics
Tom Schmidberger's The Bank of New York Experience May 2001 - September 2008
Job Family Service Coordinator at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices May 2010 - Present
The Bank of New York May 2001 - September 2008
The Bank of New York 1995 - 2001
Carteret Savings Bank 1993 - 1995
Education
William Paterson University of New Jersey 1994 — 2000
B.S., Business Administration
County College of Morris 1988 — 2000
A.S., Business Administration
GenSpring Family Offices May 2010 - Present
The Bank of New York May 2001 - September 2008
The Bank of New York 1995 - 2001
Carteret Savings Bank 1993 - 1995
Education
William Paterson University of New Jersey 1994 — 2000
B.S., Business Administration
County College of Morris 1988 — 2000
A.S., Business Administration
Dianne Sirni's The Bank of New York Experience October 1977 - October 1984
Job Licensed Associate Real Estate Broker at Town Residential
Industry Real Estate
Experience
Town Residential January 2014 - Present
Halstead Property LLC 1989 - December 2013
Manhattan Life Insurance October 1984 - December 1987
The Bank of New York October 1977 - October 1984
Loeb Rhodes & Company January 1975 - January 1977
Skills
Real Estate, Condos, Townhomes, Referrals, Negotiation, Apartments, Sellers, Real Estate Transactions, Property
Education
City University of New York-Hunter College
Town Residential January 2014 - Present
Halstead Property LLC 1989 - December 2013
Manhattan Life Insurance October 1984 - December 1987
The Bank of New York October 1977 - October 1984
Loeb Rhodes & Company January 1975 - January 1977
Skills
Real Estate, Condos, Townhomes, Referrals, Negotiation, Apartments, Sellers, Real Estate Transactions, Property
Education
City University of New York-Hunter College
Edward Lazowski's The Bank of New York Experience June 1999 - June 2000
Job DTCC Associate at PIMCO
Industry Financial Services
Experience
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
Rory Griffin's The Bank of New York Experience 1999 - 2005
Job Completed agressive studies at AVTech
Industry Information Technology and Services
Experience
Primerica Financial Services February 2009 - June 2011
Bank of New York Mellon February 1999 - December 2008
The Bank of New York 1999 - 2005
Spear, Leeds & Kellogg 1997 - 1999
Merrill Lynch 1994 - 1997
ADP Brokerage / Broadridge 1978 - 1994
Restoration Christian Fellowship 1988 - 1993
Skills
SDLC, Software Project..., Process Improvement, Integration, Software Documentation, Business Process..., Software Development, Team Building, Quality Assurance, Project Management, Disaster Recovery, Management, Security, Business Analysis, Training, Leadership, Information Technology, Requirements Analysis, Software Process..., Visio, Vendor Management, Program Management, IT Strategy, RACI, Maturity Models, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Agile & Waterfall..., SharePoint, LibreOffice, Ubuntu, CMMI, Coaching & Mentoring, Analysis, Requirements Management, Functional Requirements, Stakeholder Management, Consulting
Education
AVTech 2014 — 2015
Project Management/Business Analyst
City University of New York-College of Staten Island 1971 — 1972
Computer Science
AVTech
Primerica Financial Services February 2009 - June 2011
Bank of New York Mellon February 1999 - December 2008
The Bank of New York 1999 - 2005
Spear, Leeds & Kellogg 1997 - 1999
Merrill Lynch 1994 - 1997
ADP Brokerage / Broadridge 1978 - 1994
Restoration Christian Fellowship 1988 - 1993
Skills
SDLC, Software Project..., Process Improvement, Integration, Software Documentation, Business Process..., Software Development, Team Building, Quality Assurance, Project Management, Disaster Recovery, Management, Security, Business Analysis, Training, Leadership, Information Technology, Requirements Analysis, Software Process..., Visio, Vendor Management, Program Management, IT Strategy, RACI, Maturity Models, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Agile & Waterfall..., SharePoint, LibreOffice, Ubuntu, CMMI, Coaching & Mentoring, Analysis, Requirements Management, Functional Requirements, Stakeholder Management, Consulting
Education
AVTech 2014 — 2015
Project Management/Business Analyst
City University of New York-College of Staten Island 1971 — 1972
Computer Science
AVTech
Jan Daniels's The Bank of New York Experience October 2006 - June 2007
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young June 2007 - Present
The Bank of New York October 2006 - June 2007
JP Morgan Chase October 1997 - October 2006
Arthur Andersen LLP December 1987 - October 1997
Skills
Financial Analysis, Finance, Structured Finance, Due Diligence, Corporate Finance, Valuation
Education
Texas A&M University - Mays Business School 1985 — 1987
MBA
Texas A&M University - Mays Business School 1983 — 1985
BBA, Accounting
Del Mar College 1981 — 1983
AA, Accounting
Ernst & Young June 2007 - Present
The Bank of New York October 2006 - June 2007
JP Morgan Chase October 1997 - October 2006
Arthur Andersen LLP December 1987 - October 1997
Skills
Financial Analysis, Finance, Structured Finance, Due Diligence, Corporate Finance, Valuation
Education
Texas A&M University - Mays Business School 1985 — 1987
MBA
Texas A&M University - Mays Business School 1983 — 1985
BBA, Accounting
Del Mar College 1981 — 1983
AA, Accounting
Jody Salbo's The Bank of New York Experience 1999 - 2001
Job Director, Business Management and Operations, ASPCA
Industry Nonprofit Organization Management
Experience
ASPCA August 2015 - Present
Wildlife Conservation Society February 2014 - July 2015
JPMorgan Chase February 2011 - February 2014
Wildlife Conservation Society May 2009 - August 2009
Lehman Brothers 2006 - July 2008
Lehman Brothers 2005 - 2006
Lehman Brothers 2001 - 2005
The Bank of New York 1999 - 2001
Skills
Organization, Financial Modeling, Financial Analysis, Data Analysis, Non-profits, Nonprofits, Social impact investing, Conservation Biology, Conservation Issues, Personnel Management, Wildlife Conservation, Valuation, Business Strategy, Due Diligence, Strategic Planning, Microsoft Excel, Investment Banking, Strategy, Venture Capital, Management, Program Management, Fundraising, Finance, Analysis
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Nonprofit Management
Columbia University in the City of New York 2004 — 2006
Certification, Conservation Biology
Lehigh University
Bachelor's Degree, Finance
ASPCA August 2015 - Present
Wildlife Conservation Society February 2014 - July 2015
JPMorgan Chase February 2011 - February 2014
Wildlife Conservation Society May 2009 - August 2009
Lehman Brothers 2006 - July 2008
Lehman Brothers 2005 - 2006
Lehman Brothers 2001 - 2005
The Bank of New York 1999 - 2001
Skills
Organization, Financial Modeling, Financial Analysis, Data Analysis, Non-profits, Nonprofits, Social impact investing, Conservation Biology, Conservation Issues, Personnel Management, Wildlife Conservation, Valuation, Business Strategy, Due Diligence, Strategic Planning, Microsoft Excel, Investment Banking, Strategy, Venture Capital, Management, Program Management, Fundraising, Finance, Analysis
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Nonprofit Management
Columbia University in the City of New York 2004 — 2006
Certification, Conservation Biology
Lehigh University
Bachelor's Degree, Finance
Roman Nurilov's The Bank of New York Experience 1998 - 2000
Job
Industry Financial Services
Experience
BlackRock June 2013 - Present
Morgan Stanley May 2010 - June 2013
Morgan Stanley April 2006 - April 2010
JPMorgan Chase October 2003 - April 2006
New York Life March 2000 - October 2003
The Bank of New York 1998 - 2000
Skills
Java, SQL, Unix Shell Scripting, SDLC, Perl, Electronic Trading, Project Management, Software Project..., Spring, C++, Fixed Income, Risk Management, Trading, Performance Tuning, Software Development, Financial Risk, Financial Services, Trading Systems, Derivatives, Credit Derivatives, Credit, Business Intelligence, Linux, Financial Reporting, Concurrent Programming, Market Data, Scalable Architecture, J2EE Application..., Sybase, Testing, Counterparty Risk, Global Regulatory..., DB2, XML, Databases, Management
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Management Information Systems
New York University - Polytechnic School of Engineering 1995 — 1999
BS, Computer Science
BlackRock June 2013 - Present
Morgan Stanley May 2010 - June 2013
Morgan Stanley April 2006 - April 2010
JPMorgan Chase October 2003 - April 2006
New York Life March 2000 - October 2003
The Bank of New York 1998 - 2000
Skills
Java, SQL, Unix Shell Scripting, SDLC, Perl, Electronic Trading, Project Management, Software Project..., Spring, C++, Fixed Income, Risk Management, Trading, Performance Tuning, Software Development, Financial Risk, Financial Services, Trading Systems, Derivatives, Credit Derivatives, Credit, Business Intelligence, Linux, Financial Reporting, Concurrent Programming, Market Data, Scalable Architecture, J2EE Application..., Sybase, Testing, Counterparty Risk, Global Regulatory..., DB2, XML, Databases, Management
Education
City University of New York-Brooklyn College 2003 — 2005
MS, Management Information Systems
New York University - Polytechnic School of Engineering 1995 — 1999
BS, Computer Science
Jed Hall's The Bank of New York Experience July 1983 - May 1993
Job Senior Banker and Boston Market Leader at KeyBank
Industry Banking
Experience
KeyBank September 2015 - Present
Brown Brothers Harriman June 1993 - August 2015
The Bank of New York July 1983 - May 1993
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Due Diligence, Financial Modeling, Investments, Private Equity, Portfolio Management, Equities, Finance, Alternative Investments, Venture Capital, Valuation, Corporate Finance, Fixed Income, Hedge Funds, Series 7, Asset Management, Securities, Capital Markets, Derivatives, Financial Services, Business Strategy, Investment Banking, Business Development, Entrepreneurship
Education
University of Virginia Darden School of Business 2009 — 2009
Leadership for Extraordinary Performance
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
AB, Philosophy
Ridgefield High School 1976 — 1979
KeyBank September 2015 - Present
Brown Brothers Harriman June 1993 - August 2015
The Bank of New York July 1983 - May 1993
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Due Diligence, Financial Modeling, Investments, Private Equity, Portfolio Management, Equities, Finance, Alternative Investments, Venture Capital, Valuation, Corporate Finance, Fixed Income, Hedge Funds, Series 7, Asset Management, Securities, Capital Markets, Derivatives, Financial Services, Business Strategy, Investment Banking, Business Development, Entrepreneurship
Education
University of Virginia Darden School of Business 2009 — 2009
Leadership for Extraordinary Performance
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
Colgate University 1979 — 1983
AB, Philosophy
Ridgefield High School 1976 — 1979
G H (Denny) Denniston's The Bank of New York Experience 1985 - 1995
Job Retired Banker
Industry Banking
Experience
New York City Police Department December 2005 - Present
Retired Banker November 2004 - Present
Gipsy Trail Club 1986 - Present
St. James' Church, Manhattan 1985 - Present
Ensemble Studio Theatre 1981 - Present
United Bank for Africa, New York Branch 1995 - 2004
The Bank of New York 1985 - 1995
National Westminster Bank USA 1975 - 1985
The Chase Manhattan Bank 1965 - 1975
United States Navy 1961 - 1963
Skills
Public Speaking, Mergers & Acquisitions, Non-profits, Nonprofits, Fundraising, Investment Banking, Theatre, Executive Coaching, Financial Modeling, Strategic Planning, Editing, Event Planning, Asset Managment, Investments, Fixed Income, Equities, Acting, Hedge Funds, Asset Management, Alternative Investments, Credit, Private Equity, Venture Capital, Corporate Development
Education
Harvard Business School 1981 — 1981
AMP, Advanced Management Program
Dartmouth College - The Tuck School of Business at Dartmouth 1963 — 1965
MBA, Finance, Accounting, Production
Dartmouth College 1957 — 1961
BA, Economics
FIFA
FIFA
FIFA
New York City Police Department December 2005 - Present
Retired Banker November 2004 - Present
Gipsy Trail Club 1986 - Present
St. James' Church, Manhattan 1985 - Present
Ensemble Studio Theatre 1981 - Present
United Bank for Africa, New York Branch 1995 - 2004
The Bank of New York 1985 - 1995
National Westminster Bank USA 1975 - 1985
The Chase Manhattan Bank 1965 - 1975
United States Navy 1961 - 1963
Skills
Public Speaking, Mergers & Acquisitions, Non-profits, Nonprofits, Fundraising, Investment Banking, Theatre, Executive Coaching, Financial Modeling, Strategic Planning, Editing, Event Planning, Asset Managment, Investments, Fixed Income, Equities, Acting, Hedge Funds, Asset Management, Alternative Investments, Credit, Private Equity, Venture Capital, Corporate Development
Education
Harvard Business School 1981 — 1981
AMP, Advanced Management Program
Dartmouth College - The Tuck School of Business at Dartmouth 1963 — 1965
MBA, Finance, Accounting, Production
Dartmouth College 1957 — 1961
BA, Economics
FIFA
FIFA
FIFA
Thaddeus S. Chip Logan III's The Bank of New York Experience January 1994 - July 2007
Job Director of Global Real Estate at The Bank of New York Mellon
Industry Facilities Services
Experience
The Bank of New York Mellon July 2014 - Present
The Bank of New York Mellon July 2007 - June 2014
The Bank of New York January 1994 - July 2007
Coopers & Lybrand September 1986 - January 1994
Skills
Strategic Planning, Mergers, Contract Negotiation, Corporate Real Estate, Due Diligence, Contract Management, Mergers & Acquisitions, Real Estate, Asset Management, Strategy, Portfolio Management, Construction, Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1979 — 1981
Master of Science in Urban Planning, Urban Planning/Development
University of Virginia 1973 — 1977
BS Arch, Architecture
The Bank of New York Mellon July 2014 - Present
The Bank of New York Mellon July 2007 - June 2014
The Bank of New York January 1994 - July 2007
Coopers & Lybrand September 1986 - January 1994
Skills
Strategic Planning, Mergers, Contract Negotiation, Corporate Real Estate, Due Diligence, Contract Management, Mergers & Acquisitions, Real Estate, Asset Management, Strategy, Portfolio Management, Construction, Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1979 — 1981
Master of Science in Urban Planning, Urban Planning/Development
University of Virginia 1973 — 1977
BS Arch, Architecture
Valerie Fuller's The Bank of New York Experience 2007 - 2008
Job Financial Analyst
Industry Financial Services
Experience
Valerie Fuller Photography October 2010 - Present
Care Train of Union County August 2008 - August 2012
The Bank of New York 2007 - 2008
JPMorgan Chase 1999 - 2007
Skills
Financial Analysis, Analysis, Finance, Financial Reporting, Accounting, Account Reconciliation, Management, Auditing, Photography, Portrait Photography, Digital Photography, Travel Photography, Wedding Photography, Landscape Photography, Photoshop, Social Media, Social Networking, Photos, Mentoring, Project Planning, Fine Art, Fine Art Photography, Lifestyle Photography, Art
Education
Columbus College of Art & Design 1986 — 1987
Fine Art
Franklin University
MBA, Finance Specialization
Valerie Fuller Photography October 2010 - Present
Care Train of Union County August 2008 - August 2012
The Bank of New York 2007 - 2008
JPMorgan Chase 1999 - 2007
Skills
Financial Analysis, Analysis, Finance, Financial Reporting, Accounting, Account Reconciliation, Management, Auditing, Photography, Portrait Photography, Digital Photography, Travel Photography, Wedding Photography, Landscape Photography, Photoshop, Social Media, Social Networking, Photos, Mentoring, Project Planning, Fine Art, Fine Art Photography, Lifestyle Photography, Art
Education
Columbus College of Art & Design 1986 — 1987
Fine Art
Franklin University
MBA, Finance Specialization
Robert Bedell's The Bank of New York Experience September 2007 - Present
Job Vice President, Client Service Manager, The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York September 2007 - Present
JPMorgan Chase May 2005 - August 2007
Skills
Auditing, Management, Banking, Financial Regulation, Call Centers, Analysis, Customer Service, Leadership, CRM, Risk Management, Retail Banking, Credit, Financial Services
Education
Dowling College 1996 — 1998
MBA, Banking and Finance
New York Institute of Technology 1989 — 1991
BS, Applied Economics
The Bank of New York September 2007 - Present
JPMorgan Chase May 2005 - August 2007
Skills
Auditing, Management, Banking, Financial Regulation, Call Centers, Analysis, Customer Service, Leadership, CRM, Risk Management, Retail Banking, Credit, Financial Services
Education
Dowling College 1996 — 1998
MBA, Banking and Finance
New York Institute of Technology 1989 — 1991
BS, Applied Economics
Steven Farber's The Bank of New York Experience 1998 - 2002
Job Partner at Toro Advisory Group
Industry Financial Services
Experience
Toro Advisory Group August 2012 - Present
Linkbrokers April 2006 - June 2012
Tullett Prebon 2002 - 2005
The Bank of New York 1998 - 2002
Taylor Rafferty 1997 - 1998
Skills
Equities, Derivatives, Trading, Series 7, Hedge Funds, Fixed Income, Bloomberg, Securities, Options, Equity Trading, Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Volatility, concentrated positions
Education
Concordia University 1990 — 1993
BA, Political Science
LCC
Toro Advisory Group August 2012 - Present
Linkbrokers April 2006 - June 2012
Tullett Prebon 2002 - 2005
The Bank of New York 1998 - 2002
Taylor Rafferty 1997 - 1998
Skills
Equities, Derivatives, Trading, Series 7, Hedge Funds, Fixed Income, Bloomberg, Securities, Options, Equity Trading, Electronic Trading, Capital Markets, Financial Markets, Trading Systems, Volatility, concentrated positions
Education
Concordia University 1990 — 1993
BA, Political Science
LCC
Chris Rathjen's The Bank of New York Experience September 2008 - October 2009
Job IT Consultant
Industry Financial Services
Experience
JP Morgan Chase August 2010 - October 2010
The Bank of New York September 2008 - October 2009
The Bank of New York August 1997 - October 2009
The Bank of New York December 1990 - July 1997
The Equitable February 1988 - December 1990
Skills
CICS, JCL, COBOL, IMS DB/DC, VSAM, DB2, SQL, Quality Center, Databases, Data Migration, Endeavor, Business Requirements, Requirements Gathering, MVS, TSO, SDLC, Testing, Oracle, Unix, Software Development, PL/SQL, Weblogic, JSP, Mainframe, Test Planning, Software Project..., IBM Mainframe, Java, Fileaid
Education
College of Staten Island 1984 — 1988
Bachelor's Degree, Computer Science
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Computer Science
JP Morgan Chase August 2010 - October 2010
The Bank of New York September 2008 - October 2009
The Bank of New York August 1997 - October 2009
The Bank of New York December 1990 - July 1997
The Equitable February 1988 - December 1990
Skills
CICS, JCL, COBOL, IMS DB/DC, VSAM, DB2, SQL, Quality Center, Databases, Data Migration, Endeavor, Business Requirements, Requirements Gathering, MVS, TSO, SDLC, Testing, Oracle, Unix, Software Development, PL/SQL, Weblogic, JSP, Mainframe, Test Planning, Software Project..., IBM Mainframe, Java, Fileaid
Education
College of Staten Island 1984 — 1988
Bachelor's Degree, Computer Science
City University of New York-College of Staten Island
Bachelor of Science (B.S.), Computer Science
ronald zgobis's The Bank of New York Experience July 2005 - April 2009
Job Remittance Processing Manager, Vice President at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York July 2005 - April 2009
The Bank of New York Mellon January 1989 - June 2005
Affiliate of Chemical Bank January 1984 - January 1988
Continental Illinois National Bank January 1980 - May 1984
Interbank Division June 1978 - January 1980
Continental Illinois National Bank January 1978 - June 1978
Bankcard Division February 1976 - January 1978
Continental Illinois National Bank January 1975 - January 1976
Continental Illinois National Bank October 1973 - January 1975
Continental Illinois National Bank August 1972 - September 1973
Skills
Performance Management, Risk Management, Project Management, Leadership, Budgets, Team Leadership
Education
DePaul University 1970 — 1973
B.A.
The Bank of New York July 2005 - April 2009
The Bank of New York Mellon January 1989 - June 2005
Affiliate of Chemical Bank January 1984 - January 1988
Continental Illinois National Bank January 1980 - May 1984
Interbank Division June 1978 - January 1980
Continental Illinois National Bank January 1978 - June 1978
Bankcard Division February 1976 - January 1978
Continental Illinois National Bank January 1975 - January 1976
Continental Illinois National Bank October 1973 - January 1975
Continental Illinois National Bank August 1972 - September 1973
Skills
Performance Management, Risk Management, Project Management, Leadership, Budgets, Team Leadership
Education
DePaul University 1970 — 1973
B.A.
Denise Wagner's The Bank of New York Experience September 1981 - June 1986
Job Director of Development, Douglass Residential College at Rutgers University
Industry Financial Services
Experience
Rutgers University January 2013 - Present
Treliant Risk Advisors September 2010 - 2012
Deutsche Bank June 1986 - June 2000
The Bank of New York September 1981 - June 1986
Skills
Philanthropy, Research, Fundraising, Nonprofits, Public Speaking, Strategic Planning, Grant Writing, Financial Modeling, Community Outreach, Volunteer Management, Program Development, Event Planning
Education
New York University 2009 — 2012
Certificate in Fundraising, Heyman Center for Philanthropy and Fundraising
Dickinson College
Bachelor of Arts, Spanish
The Wharton School, University of Pennsylvania
Masters of Business Administration, Finance and Accounting
Rutgers University January 2013 - Present
Treliant Risk Advisors September 2010 - 2012
Deutsche Bank June 1986 - June 2000
The Bank of New York September 1981 - June 1986
Skills
Philanthropy, Research, Fundraising, Nonprofits, Public Speaking, Strategic Planning, Grant Writing, Financial Modeling, Community Outreach, Volunteer Management, Program Development, Event Planning
Education
New York University 2009 — 2012
Certificate in Fundraising, Heyman Center for Philanthropy and Fundraising
Dickinson College
Bachelor of Arts, Spanish
The Wharton School, University of Pennsylvania
Masters of Business Administration, Finance and Accounting
Gregory Shefrin's The Bank of New York Experience June 1989 - June 1997
Job Senior Vice President at BBVA Compass
Industry Banking
Experience
BBVA Compass April 2015 - Present
Shefrin & Associates January 2010 - April 2015
Deutsche Bank June 1999 - November 2009
Bankers Trust June 1997 - June 1999
The Bank of New York June 1989 - June 1997
Skills
Mergers & Acquisitions, Strategy, Management, Investments, Portfolio Management, Strategic Planning, Finance, Investment Banking, Capital Markets, Private Equity
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance; Marketing
Colby College 1981 — 1985
BA, Economics, Government
Loomis Chaffee
BBVA Compass April 2015 - Present
Shefrin & Associates January 2010 - April 2015
Deutsche Bank June 1999 - November 2009
Bankers Trust June 1997 - June 1999
The Bank of New York June 1989 - June 1997
Skills
Mergers & Acquisitions, Strategy, Management, Investments, Portfolio Management, Strategic Planning, Finance, Investment Banking, Capital Markets, Private Equity
Education
Cornell University - Johnson Graduate School of Management 1987 — 1989
MBA, Finance; Marketing
Colby College 1981 — 1985
BA, Economics, Government
Loomis Chaffee
Iqbal Sattaur's The Bank of New York Experience January 1998 - January 2003
Job Product Manager at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon January 2011 - Present
BNY Mellon June 2004 - June 2011
Columbia Business School 2009 - 2010
BNY Mellon January 2003 - June 2004
The Bank of New York January 1998 - January 2003
Skills
Bloomberg, Fixed Income, Financial Markets, Business Analysis, Financial Services, Market Data, Portfolio Management, Risk Management, Product Management, Collateral Management, Market Risk, Operational Risk, Middle Office, Security Clearance, Securities Regulation, New Business Development, Analysis, Hedge Funds, Equities, Project Management, Product Development, Vendor Management, Manage Client..., Budget Forecasts
Education
Columbia University - Columbia Business School 2009 — 2010
EMBA, Finance
Pace University 1999 — 2003
Bachelor of Science (BS), Computer Science and Mathematics
The Bank of New York Mellon January 2011 - Present
BNY Mellon June 2004 - June 2011
Columbia Business School 2009 - 2010
BNY Mellon January 2003 - June 2004
The Bank of New York January 1998 - January 2003
Skills
Bloomberg, Fixed Income, Financial Markets, Business Analysis, Financial Services, Market Data, Portfolio Management, Risk Management, Product Management, Collateral Management, Market Risk, Operational Risk, Middle Office, Security Clearance, Securities Regulation, New Business Development, Analysis, Hedge Funds, Equities, Project Management, Product Development, Vendor Management, Manage Client..., Budget Forecasts
Education
Columbia University - Columbia Business School 2009 — 2010
EMBA, Finance
Pace University 1999 — 2003
Bachelor of Science (BS), Computer Science and Mathematics
Eddy Jean's The Bank of New York Experience 2000 - 2001
Job President at Eddy Jean Photography
Industry Photography
Experience
Eddy Jean Photography May 1985 - Present
Morgan Stanley 2002 - 2003
The Bank of New York 2000 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget, Outlook, Photography, Fashion, Portrait Photography
Education
Fashion Institute of Technology 1990 — 1993
Fashion/Apparel Design
Community College of the Air Force 1980 — 1985
Associate's degree, Avionics Maintenance Technology/Technician
Eddy Jean Photography May 1985 - Present
Morgan Stanley 2002 - 2003
The Bank of New York 2000 - 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Budget, Outlook, Photography, Fashion, Portrait Photography
Education
Fashion Institute of Technology 1990 — 1993
Fashion/Apparel Design
Community College of the Air Force 1980 — 1985
Associate's degree, Avionics Maintenance Technology/Technician
Lisa Kadehjian's The Bank of New York Experience 1996 - 2004
Job VP, Head of Compensation at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2014 - Present
OppenheimerFunds 2004 - December 2013
The Bank of New York 1996 - 2004
Education
Columbia University in the City of New York
MA
New York University
BA
OppenheimerFunds January 2014 - Present
OppenheimerFunds 2004 - December 2013
The Bank of New York 1996 - 2004
Education
Columbia University in the City of New York
MA
New York University
BA
Rhonda Byam's The Bank of New York Experience February 2001 - June 2002
Job Security and Investigations Professional
Industry Security and Investigations
Experience
The Elim Church February 2005 - October 2011
The Bank of New York February 2001 - June 2002
New York City Department of Correction March 1990 - September 2000
Education
John Jay College of Criminal Justice
Security Management
University of Bridgeport
Bachelor of Science (B.S.), Merchandising/Retailing
The Elim Church February 2005 - October 2011
The Bank of New York February 2001 - June 2002
New York City Department of Correction March 1990 - September 2000
Education
John Jay College of Criminal Justice
Security Management
University of Bridgeport
Bachelor of Science (B.S.), Merchandising/Retailing
John Otis's The Bank of New York Experience 1969 - 1996
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate January 2009 - Present
Suffolk University 2001 - 2006
The Bank of New York 1969 - 1996
Skills
Executive Recruiter, US Marine Corp Pilot, Real Estate, Condos, Buyer Representation, First Time Home Buyers, Residential Homes
Education
Fairleigh Dickinson University
MBA, Marketing
Dartmouth College
AB, ECONOMICS
William Raveis Real Estate January 2009 - Present
Suffolk University 2001 - 2006
The Bank of New York 1969 - 1996
Skills
Executive Recruiter, US Marine Corp Pilot, Real Estate, Condos, Buyer Representation, First Time Home Buyers, Residential Homes
Education
Fairleigh Dickinson University
MBA, Marketing
Dartmouth College
AB, ECONOMICS
Brad Seeman's The Bank of New York Experience August 2004 - December 2005
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2010 - Present
Columbus Avenue Consulting January 2006 - April 2010
The Bank of New York August 2004 - December 2005
Education
City University of New York-College of Staten Island 1997 — 2001
BS, Finance
SS&C GlobeOp April 2010 - Present
Columbus Avenue Consulting January 2006 - April 2010
The Bank of New York August 2004 - December 2005
Education
City University of New York-College of Staten Island 1997 — 2001
BS, Finance
Stephanie Shin's The Bank of New York Experience September 1995 - May 2000
Job Owner at Safari Adventure
Industry Entertainment
Experience
Safari Adventure November 2012 - Present
Kleinfelder December 2001 - October 2012
The Bank of New York September 1995 - May 2000
Skills
Budgets, Project Management, Event Planning, Program Management, Nonprofits, Analysis, Marketing, Marketing Communications, Business Development, Business Planning, Strategic Planning
Education
Dowling College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Safari Adventure November 2012 - Present
Kleinfelder December 2001 - October 2012
The Bank of New York September 1995 - May 2000
Skills
Budgets, Project Management, Event Planning, Program Management, Nonprofits, Analysis, Marketing, Marketing Communications, Business Development, Business Planning, Strategic Planning
Education
Dowling College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Kara McLoughlin D'Angelo's The Bank of New York Experience July 1993 - March 1996
Job Executive Director at The Patrina Foundation
Industry Nonprofit Organization Management
Experience
The Patrina Foundation January 2006 - Present
DLJ Direct January 1999 - September 2002
Pershing November 1997 - January 1999
Citizens Communications March 1996 - October 1997
The Bank of New York July 1993 - March 1996
Skills
Non-profits, Public Speaking, Strategy, Strategic Planning, Marketing Strategy, Program Management, Nonprofits
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Marketing, Management
Duke University 1983 — 1987
AB, Political Science, Economics
Garden City High School
The Patrina Foundation January 2006 - Present
DLJ Direct January 1999 - September 2002
Pershing November 1997 - January 1999
Citizens Communications March 1996 - October 1997
The Bank of New York July 1993 - March 1996
Skills
Non-profits, Public Speaking, Strategy, Strategic Planning, Marketing Strategy, Program Management, Nonprofits
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Marketing, Management
Duke University 1983 — 1987
AB, Political Science, Economics
Garden City High School
Thomas J Sengel's The Bank of New York Experience 1989 - February 1995
Job Senior Client Services Manager at BT Global Services
Industry Telecommunications
Experience
BT Global Services February 1995 - July 2013
Santa Project 2011 - 2013
LGBT Center NYC 2002 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT / MCI Corporation - Concert (Joint Venture - BT/MCI) February 1995 - 1998
The Bank Of New York 1989 - February 1995
Thomson McKinnon Securities Inc 1986 - 1989
Skills
Team Leadership, Organization &..., Communication, Interpersonal Skill, Professional, Time Management, Strategy, Budgets, Training, Project Planning, Leadership, Project Management, Management, Recruiting, Software Documentation, Strategic Planning, Performance Management, Team Management, Event Management, Retail, Telecommunications, Networking, Data Center
Education
New York Guitar Academy
Still Working, Flamenco Guitar
W.I.T.S. World Instructor Training 2006 — 2006
Personal Training Certification, Personal Trainer, A
DeVry University 1992 — 1994
Ohio University, Liberal Arts and Sciences/Liberal Studies
University of Phoenix
Ohio University
BT Global Services February 1995 - July 2013
Santa Project 2011 - 2013
LGBT Center NYC 2002 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT 1995 - 2013
BT / MCI Corporation - Concert (Joint Venture - BT/MCI) February 1995 - 1998
The Bank Of New York 1989 - February 1995
Thomson McKinnon Securities Inc 1986 - 1989
Skills
Team Leadership, Organization &..., Communication, Interpersonal Skill, Professional, Time Management, Strategy, Budgets, Training, Project Planning, Leadership, Project Management, Management, Recruiting, Software Documentation, Strategic Planning, Performance Management, Team Management, Event Management, Retail, Telecommunications, Networking, Data Center
Education
New York Guitar Academy
Still Working, Flamenco Guitar
W.I.T.S. World Instructor Training 2006 — 2006
Personal Training Certification, Personal Trainer, A
DeVry University 1992 — 1994
Ohio University, Liberal Arts and Sciences/Liberal Studies
University of Phoenix
Ohio University
margaret villani's The Bank of New York Experience October 2008 - April 2010
Job Vice President at Continental Stock Transfer & Trust Company
Industry Executive Office
Experience
Continental Stock Transfer & Trust Company December 2010 - Present
The Bank of New York October 2008 - April 2010
The Bank of New York September 2000 - April 2010
EQUISEARCH SERVICES, INC January 1999 - January 2000
REGISTRAR AND TRANSFER COMPANY January 1990 - January 1999
Skills
Annual Meetings,..., Equities, Investments, Relationship Management, Investor Relations, Lasting Relationships, Account Management, Event Management, Operations Management
Education
County College of Morris
Business, Marketing Courses
Continental Stock Transfer & Trust Company December 2010 - Present
The Bank of New York October 2008 - April 2010
The Bank of New York September 2000 - April 2010
EQUISEARCH SERVICES, INC January 1999 - January 2000
REGISTRAR AND TRANSFER COMPANY January 1990 - January 1999
Skills
Annual Meetings,..., Equities, Investments, Relationship Management, Investor Relations, Lasting Relationships, Account Management, Event Management, Operations Management
Education
County College of Morris
Business, Marketing Courses
Maggie O'Donnell's The Bank of New York Experience 1988 - 1994
Job Independent Consultant at The Center for Client Retention
Industry Human Resources
Experience
The Center for Client Retention 1994 - Present
GAB Robins 2000 - 2002
Merchandising Resources LLC 1998 - 2000
The Bank of New York 1988 - 1994
Arthur Chapnik & Co. 1984 - 1987
Education
Clarion University of Pennsylvania 1976 — 1980
BS, Communications
The Center for Client Retention 1994 - Present
GAB Robins 2000 - 2002
Merchandising Resources LLC 1998 - 2000
The Bank of New York 1988 - 1994
Arthur Chapnik & Co. 1984 - 1987
Education
Clarion University of Pennsylvania 1976 — 1980
BS, Communications
Kevin Stuebe's The Bank of New York Experience 1992 - 1998
Job Senior Credit Analyst at Moody's Investors Service
Industry Banking
Experience
Moody's Investors Service April 2013 - Present
HillMark Capital April 2011 - January 2013
Royal Bank of Scotland 2006 - November 2010
Fortis Capital 2001 - 2006
Sterling Asset Management 1998 - 2000
The Bank of New York 1992 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance, Management of Organizations
University of Notre Dame
BA, Biology, Art History
Moody's Investors Service April 2013 - Present
HillMark Capital April 2011 - January 2013
Royal Bank of Scotland 2006 - November 2010
Fortis Capital 2001 - 2006
Sterling Asset Management 1998 - 2000
The Bank of New York 1992 - 1998
Education
Columbia University - Columbia Business School
MBA, Finance, Management of Organizations
University of Notre Dame
BA, Biology, Art History
TeAroha Fisher's The Bank of New York Experience 2002 - 2006
Job VP at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services January 2012 - Present
Citco Fund Services 2006 - December 2011
The Bank of New York 2002 - 2006
Fidelity Investments 2000 - 2002
Skills
Hedge Funds, Fund Administration, Alternative Investments, Mutual Funds, Fund Of Funds, Financial Services, AML, Transfer Agency, Investor Relations, Equities, Fixed Income
Education
Dalhousie University
B.Comm, Finance
Citi Hedge Fund Services January 2012 - Present
Citco Fund Services 2006 - December 2011
The Bank of New York 2002 - 2006
Fidelity Investments 2000 - 2002
Skills
Hedge Funds, Fund Administration, Alternative Investments, Mutual Funds, Fund Of Funds, Financial Services, AML, Transfer Agency, Investor Relations, Equities, Fixed Income
Education
Dalhousie University
B.Comm, Finance
Donna Mirande's The Bank of New York Experience January 1995 - January 1997
Job Exec. Asst. To Global SVP Corp. Srvcs/CRES and Senior Business Partner JLL/DB Account
Industry Commercial Real Estate
Experience
JLL July 2014 - Present
JLL (Jones Lang LaSalle) 2014 - July 2014
Johnson Controls November 2011 - November 2013
Naional League for Nursing Accrediation Commission March 2007 - June 2009
2005 - 2007 New York State Nurses Association May 2005 - January 2007
AFTRA - NY Local January 1999 - January 2005
American Federation of Television and Radio Artists (AFTRA) 1999 - 2001
The Bank of New York January 1995 - January 1997
District Council 1707 January 1994 - January 1995
Institute of International Education January 1992 - January 1994
Skills
Coordination, Legal Writing, Lotus Notes, Microsoft Excel, Microsoft Word, Microsoft Office, Employee Benefits, Travel Arrangements, Organizational..., Government, Management, Facilities Management, Contract Management, Training, Human Resources, Invoicing, Access, Event Planning, Administrative..., Project Planning, Outlook, Office Management, Interviews, Process Scheduler, PeopleSoft, Administration, Teamwork, Microsoft Publisher, PowerPoint, Leadership, Employee Relations, Customer Service, Onboarding, Benefits Administration, Telephone Skills, Hiring, Policy, Recruiting, Office Administration, Contract Negotiation, Performance Management, Negotiation, Accounting, Public Speaking, Research, Customer Satisfaction, Payroll, Data Entry, Time Management, Team Building
Education
National Labor College 2001 — 2003
Bachelor, Labor Studies
Cornell University 1999 — 2001
AA, Labor Studies
Katharine Gibbs School 1976 — 1977
AA, Secretarial
JLL July 2014 - Present
JLL (Jones Lang LaSalle) 2014 - July 2014
Johnson Controls November 2011 - November 2013
Naional League for Nursing Accrediation Commission March 2007 - June 2009
2005 - 2007 New York State Nurses Association May 2005 - January 2007
AFTRA - NY Local January 1999 - January 2005
American Federation of Television and Radio Artists (AFTRA) 1999 - 2001
The Bank of New York January 1995 - January 1997
District Council 1707 January 1994 - January 1995
Institute of International Education January 1992 - January 1994
Skills
Coordination, Legal Writing, Lotus Notes, Microsoft Excel, Microsoft Word, Microsoft Office, Employee Benefits, Travel Arrangements, Organizational..., Government, Management, Facilities Management, Contract Management, Training, Human Resources, Invoicing, Access, Event Planning, Administrative..., Project Planning, Outlook, Office Management, Interviews, Process Scheduler, PeopleSoft, Administration, Teamwork, Microsoft Publisher, PowerPoint, Leadership, Employee Relations, Customer Service, Onboarding, Benefits Administration, Telephone Skills, Hiring, Policy, Recruiting, Office Administration, Contract Negotiation, Performance Management, Negotiation, Accounting, Public Speaking, Research, Customer Satisfaction, Payroll, Data Entry, Time Management, Team Building
Education
National Labor College 2001 — 2003
Bachelor, Labor Studies
Cornell University 1999 — 2001
AA, Labor Studies
Katharine Gibbs School 1976 — 1977
AA, Secretarial
Richard Errico's The Bank of New York Experience July 1974 - July 1984
Job Professor at John Jay College
Industry Higher Education
Experience
John Jay College August 2001 - Present
ISS Security Services (ltd) December 2009 - February 2011
Allied Barton December 2007 - December 2008
GreenPoint Bank August 2000 - November 2006
FLEET Financial Group 1984 - 2000
The Bank Of New York July 1974 - July 1984
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2000
Masters of Science, Protection Management
John Jay College August 2001 - Present
ISS Security Services (ltd) December 2009 - February 2011
Allied Barton December 2007 - December 2008
GreenPoint Bank August 2000 - November 2006
FLEET Financial Group 1984 - 2000
The Bank Of New York July 1974 - July 1984
Education
City University of New York-John Jay College of Criminal Justice 1998 — 2000
Masters of Science, Protection Management
Michele Paulis-Brucale's The Bank of New York Experience March 1976 - May 1999
Job
Industry Education Management
Experience
The College of New Rochelle 2010 - Present
Scarsdale Family Counseling Service July 2006 - May 2010
The Bank of New York March 1976 - May 1999
Skills
30+ years of financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Exemplary..., Effecient, punctual,...
Education
The College of New Rochelle 2012 — 2014
Masters of Science, Career Counseling, 4.0
Concordia College 2006 — 2008
Bachelor of Science (B.S.), 3.9
The College of New Rochelle 2010 - Present
Scarsdale Family Counseling Service July 2006 - May 2010
The Bank of New York March 1976 - May 1999
Skills
30+ years of financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Exemplary..., Effecient, punctual,...
Education
The College of New Rochelle 2012 — 2014
Masters of Science, Career Counseling, 4.0
Concordia College 2006 — 2008
Bachelor of Science (B.S.), 3.9
Anthony A. Bocchino, Jr., CCTS's The Bank of New York Experience December 2001 - December 2004
Job Certified Corporate Trust Professional
Industry Financial Services
Experience
Law Debenture Trust Company of New York July 2009 - August 2012
HSBC Bank USA, National Association December 2005 - March 2009
JPMorgan Chase 2005 - 2005
The Bank of New York December 2001 - December 2004
Mizuho Trust & Banking Co. (USA) March 1995 - December 2001
Bankers Trust Company January 1985 - March 1995
Chemical Bank July 1972 - December 1984
Skills
Banking, Bankruptcy, CRM, Relationship Management, Restructuring, Corporate Law, Training, Sales, Risk Management, Bonds, Corporate Finance, Financial Markets, Financial Structuring, Management, Securities
Education
Hunter College
Business Administration and Management, General
Pace University
Business Administration and Management, General
Law Debenture Trust Company of New York July 2009 - August 2012
HSBC Bank USA, National Association December 2005 - March 2009
JPMorgan Chase 2005 - 2005
The Bank of New York December 2001 - December 2004
Mizuho Trust & Banking Co. (USA) March 1995 - December 2001
Bankers Trust Company January 1985 - March 1995
Chemical Bank July 1972 - December 1984
Skills
Banking, Bankruptcy, CRM, Relationship Management, Restructuring, Corporate Law, Training, Sales, Risk Management, Bonds, Corporate Finance, Financial Markets, Financial Structuring, Management, Securities
Education
Hunter College
Business Administration and Management, General
Pace University
Business Administration and Management, General
Andrew Smeltz's The Bank of New York Experience June 2005 - August 2005
Job Chief Operating Officer at Trevian Capital
Industry Commercial Real Estate
Experience
Trevian Capital June 2014 - Present
Cantor Fitzgerald August 2012 - June 2014
Madison Realty Capital January 2008 - April 2012
Bear Stearns June 2006 - October 2007
The Bank of New York June 2005 - August 2005
M&T Mortgage Corporation, M&T Bank June 2001 - June 2004
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Leadership/Organizational Behavior
Cornell University 1997 — 2001
BA, Government
Trevian Capital June 2014 - Present
Cantor Fitzgerald August 2012 - June 2014
Madison Realty Capital January 2008 - April 2012
Bear Stearns June 2006 - October 2007
The Bank of New York June 2005 - August 2005
M&T Mortgage Corporation, M&T Bank June 2001 - June 2004
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Leadership/Organizational Behavior
Cornell University 1997 — 2001
BA, Government
Alissa Mason's The Bank of New York Experience December 1997 - February 1999
Job Administrative Manager at ComEx Consultants
Industry Retail
Experience
Com-Ex Consultants October 2013 - Present
Rattlesnake Ranch Café March 2003 - Present
Aeropostale Inc August 2007 - July 2010
Aeropostale 2007 - 2010
AT&T February 1999 - December 2001
The Bank of New York December 1997 - February 1999
Skills
Invoicing, Management, Process Scheduler, Microsoft Excel, Purchasing, Project Management, Troubleshooting, Testing, Visual Merchandising, Store Management, Loss Prevention, Merchandising, Store Operations, Retail, Retail Sales, Inventory Control, Cashiering, Inventory Management, Construction, Driving Results
Education
Montclair State University 2001 — 2005
Bachelor ‘s, Family and Child Studies
County College of Morris
Associates, Humanities/Social Science
Com-Ex Consultants October 2013 - Present
Rattlesnake Ranch Café March 2003 - Present
Aeropostale Inc August 2007 - July 2010
Aeropostale 2007 - 2010
AT&T February 1999 - December 2001
The Bank of New York December 1997 - February 1999
Skills
Invoicing, Management, Process Scheduler, Microsoft Excel, Purchasing, Project Management, Troubleshooting, Testing, Visual Merchandising, Store Management, Loss Prevention, Merchandising, Store Operations, Retail, Retail Sales, Inventory Control, Cashiering, Inventory Management, Construction, Driving Results
Education
Montclair State University 2001 — 2005
Bachelor ‘s, Family and Child Studies
County College of Morris
Associates, Humanities/Social Science
Dori Bailey's The Bank of New York Experience July 1988 - August 1996
Job Adjunct Professor of Law at Syracuse University College of Law
Industry Law Practice
Experience
Syracuse University College of Law January 2007 - Present
Latham & Watkins October 1999 - April 2006
The Bank of New York July 1988 - August 1996
Education
Cornell Law School 1996 — 1999
Doctor of Law (J.D.), Business Law and Regulation
University at Albany, State University of New York 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Finance
Syracuse University College of Law January 2007 - Present
Latham & Watkins October 1999 - April 2006
The Bank of New York July 1988 - August 1996
Education
Cornell Law School 1996 — 1999
Doctor of Law (J.D.), Business Law and Regulation
University at Albany, State University of New York 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Finance
William Barnum's The Bank of New York Experience 1997 - 2004
Job Senior Vice President and Division Head at U.S. Bank
Industry Banking
Experience
U.S. Bank August 2007 - Present
The Bank of New York 1997 - 2004
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Portfolio Management
Education
Columbia University in the City of New York
Master of Business Administration (M.B.A.)
Kenyon College
The Hill School. I was class of 1977
U.S. Bank August 2007 - Present
The Bank of New York 1997 - 2004
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Portfolio Management
Education
Columbia University in the City of New York
Master of Business Administration (M.B.A.)
Kenyon College
The Hill School. I was class of 1977
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