The Bank of New York
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
The Bank of New York List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bank of New York. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Bank of New York Salaries. You can even request information on how much does The Bank of New York pay if you want to. Learn about salaries, pros and cons of working for The Bank of New York directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,492 The Bank of New York employees in database. Find out everything there's to know about The Bank of New York employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Bank of New York Employees
Employee
Years
Job
Industry
Tracey Chipego Tracey Chipego's The Bank of New York Experience March 1999 - June 2000
Job Product Manager at Princeton Financial Systems
Industry Computer Software
Experience
State Street Global Exchange 2003 - Present
Princeton Financial Systems June 2000 - August 2003
The Bank of New York March 1999 - June 2000
Merrill Lynch Insurance Group September 1996 - March 1999
Skills
Accounting, Business Analysis, Investments, Fixed Income, Derivatives, Product Management, Insurance, Financial Analysis, Securities, Software Project..., Equities, Business Intelligence, Analysis, Requirements Analysis, Back Office, Requirements Gathering, Project Management, Financial Reporting, Software Implementation, PAM for Securities, Bloomberg, Market Data
Education
Georgian Court University 1999 — 2001
MBA, Accounting
Fairfield University 1992 — 1996
BS, Accounting
State Street Global Exchange 2003 - Present
Princeton Financial Systems June 2000 - August 2003
The Bank of New York March 1999 - June 2000
Merrill Lynch Insurance Group September 1996 - March 1999
Skills
Accounting, Business Analysis, Investments, Fixed Income, Derivatives, Product Management, Insurance, Financial Analysis, Securities, Software Project..., Equities, Business Intelligence, Analysis, Requirements Analysis, Back Office, Requirements Gathering, Project Management, Financial Reporting, Software Implementation, PAM for Securities, Bloomberg, Market Data
Education
Georgian Court University 1999 — 2001
MBA, Accounting
Fairfield University 1992 — 1996
BS, Accounting
David Eldredge David Eldredge's The Bank of New York Experience 1985 - 2003
Job Business Manager / CFO at Children's Bible Fellowship of NY, Inc.
Industry Religious Institutions
Experience
Children's Bible Fellowship of NY, Inc. 2005 - Present
Manpower / IBM 2003 - 2005
The Bank of New York 1985 - 2003
Education
New York Divinity
Dutchess Community College 1982 — 1984
Early Childhood Education and Teaching
Children's Bible Fellowship of NY, Inc. 2005 - Present
Manpower / IBM 2003 - 2005
The Bank of New York 1985 - 2003
Education
New York Divinity
Dutchess Community College 1982 — 1984
Early Childhood Education and Teaching
Chip Christy Chip Christy's The Bank of New York Experience May 2004 - June 2006
Job Senior Manager of Global Risk MIS at Think Finance
Industry Financial Services
Experience
Elevate June 2014 - Present
Think Finance August 2013 - June 2014
Think Finance December 2012 - August 2013
Bank of America May 2011 - December 2012
Barclays Bank Delaware (formerly Barclaycard US) August 2007 - May 2011
Wells Fargo Financial June 2006 - August 2007
The Bank of New York May 2004 - June 2006
Fleet Credit Card Services 2002 - 2004
Skills
Enterprise Architecture, Credit, Risk Management, Portfolio Management, Financial Risk, SAS, VBA, Strategy, Loans, Finance, Project Management, Business Process, Access, Change Management, Credit Cards, SQL, Oracle, Analytics, Analysis, Training, Process Improvement, Unix, Management, Program Management, Banking, Commercial Banking, Business Intelligence, CRM, Business Analysis, Credit Risk, Financial Services, Six Sigma, Financial Modeling, Financial Analysis, Executive Management, Credit Analysis, Business Process..., Consumer Lending, Operational Risk, Retail Banking, Forecasting, Relationship Management, Vendor Management, Segmentation, Data Analysis, Leadership, Strategic Planning
Education
Drexel University - LeBow College of Business 2007 — 2010
MBA, Global Management
University of Delaware - Lerner College of Business and Economics 1999 — 2002
BS, Business Administration - Operations Management
Delaware Technical Community College 1996 — 1999
Dual Associates, Industrial Engineering and Operations Management
Elevate June 2014 - Present
Think Finance August 2013 - June 2014
Think Finance December 2012 - August 2013
Bank of America May 2011 - December 2012
Barclays Bank Delaware (formerly Barclaycard US) August 2007 - May 2011
Wells Fargo Financial June 2006 - August 2007
The Bank of New York May 2004 - June 2006
Fleet Credit Card Services 2002 - 2004
Skills
Enterprise Architecture, Credit, Risk Management, Portfolio Management, Financial Risk, SAS, VBA, Strategy, Loans, Finance, Project Management, Business Process, Access, Change Management, Credit Cards, SQL, Oracle, Analytics, Analysis, Training, Process Improvement, Unix, Management, Program Management, Banking, Commercial Banking, Business Intelligence, CRM, Business Analysis, Credit Risk, Financial Services, Six Sigma, Financial Modeling, Financial Analysis, Executive Management, Credit Analysis, Business Process..., Consumer Lending, Operational Risk, Retail Banking, Forecasting, Relationship Management, Vendor Management, Segmentation, Data Analysis, Leadership, Strategic Planning
Education
Drexel University - LeBow College of Business 2007 — 2010
MBA, Global Management
University of Delaware - Lerner College of Business and Economics 1999 — 2002
BS, Business Administration - Operations Management
Delaware Technical Community College 1996 — 1999
Dual Associates, Industrial Engineering and Operations Management
Jason Brooks Jason Brooks's The Bank of New York Experience 2004 - 2006
Job Business Development Officer at G Squared Funding
Industry Financial Services
Experience
G Squared Funding November 2012 - Present
GenSpring Family Offices / SunTrust Bank January 2010 - November 2012
GenSpring Family Offices July 2006 - January 2010
The Bank of New York 2004 - 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Bloomberg, Securities, Accounts Receivable, Cash Management, Small Business Lending, Negotiation, Factoring, Transportation, Trucking, LTL, Start-ups, Commercial Lending, Credit, Funding, Asset Based Lending, Cash Flow, Relationship Management, Business Development
Education
University of Georgia - Terry College of Business 2007 — 2008
Executive Program for Financial Planning Certification
Elon University 1999 — 2003
BA, Economics
G Squared Funding November 2012 - Present
GenSpring Family Offices / SunTrust Bank January 2010 - November 2012
GenSpring Family Offices July 2006 - January 2010
The Bank of New York 2004 - 2006
Skills
Portfolio Management, Asset Allocation, Wealth Management, Investment Advisory, Bloomberg, Securities, Accounts Receivable, Cash Management, Small Business Lending, Negotiation, Factoring, Transportation, Trucking, LTL, Start-ups, Commercial Lending, Credit, Funding, Asset Based Lending, Cash Flow, Relationship Management, Business Development
Education
University of Georgia - Terry College of Business 2007 — 2008
Executive Program for Financial Planning Certification
Elon University 1999 — 2003
BA, Economics
kenneth karetnick kenneth karetnick's The Bank of New York Experience 1989 - 1996
Job Portfolio Manager at Graham Capital Management, L.P.
Industry Investment Management
Experience
Graham Capital Management, L.P. January 2013 - August 2014
Glickenhaus & Co. 1996 - 2012
The Bank of New York 1989 - 1996
Brown Brothers Harriman 1985 - 1989
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Trading, Series 7, Options, Bonds, Asset Management, Alternative Investments, Portfolio Management, Capital Markets, Global Macro, Securities, Electronic Trading
Education
Fordham University 1986 — 1988
Master of Business Administration (MBA), Economics
Hartwick College 1981 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Graham Capital Management, L.P. January 2013 - August 2014
Glickenhaus & Co. 1996 - 2012
The Bank of New York 1989 - 1996
Brown Brothers Harriman 1985 - 1989
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Trading, Series 7, Options, Bonds, Asset Management, Alternative Investments, Portfolio Management, Capital Markets, Global Macro, Securities, Electronic Trading
Education
Fordham University 1986 — 1988
Master of Business Administration (MBA), Economics
Hartwick College 1981 — 1985
Bachelor of Arts (B.A.), Business/Managerial Economics
Hee-Jin Yi, CFA Hee-Jin Yi, CFA's The Bank of New York Experience March 1993 - July 2000
Job Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank August 2015 - Present
Valstone Partners May 2002 - June 2015
Valstone Partners May 2001 - August 2001
The Bank of New York March 1993 - July 2000
Skills
Due Diligence, Private Equity, Valuation, Investments, Financial Modeling, Alternative Investments, Real Estate, Underwriting, Asset Management, Investor Relations, Mergers & Acquisitions, Loans, Financial Analysis, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Ewha Womans University 1989 — 1997
Bachelor of Arts (B.A.), Business
U.S. Bank August 2015 - Present
Valstone Partners May 2002 - June 2015
Valstone Partners May 2001 - August 2001
The Bank of New York March 1993 - July 2000
Skills
Due Diligence, Private Equity, Valuation, Investments, Financial Modeling, Alternative Investments, Real Estate, Underwriting, Asset Management, Investor Relations, Mergers & Acquisitions, Loans, Financial Analysis, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA, Finance
Ewha Womans University 1989 — 1997
Bachelor of Arts (B.A.), Business
Daniel McCarron Daniel McCarron's The Bank of New York Experience March 2001 - September 2007
Job Managing Director at BNY Mellon
Industry Banking
Experience
BNY Mellon, Pershing Advisor Solutions January 2014 - Present
BNY Mellon, N.A October 2007 - December 2013
The Bank of New York March 2001 - September 2007
The Bank of New York March 1999 - March 2001
The Bank of New York September 1997 - March 1999
U. S Trust Company of New York May 1986 - February 1997
JPMorgan Chase 1996 - 1997
The Depository Trust Company March 1984 - May 1986
Bear Stearns September 1981 - March 1984
Skills
Business Management, New Business Development, Sales Management, Customer Relations, Strategic Planning, Global Custody, Negotiation, Business Planning, Management, Mutual Funds, Relationship Management, Investment Management, Financial Services, Corporate Actions, Outsourcing, Wealth Management, Series 7, Strategy, Executive Management, Back Office, Business Development, Portfolio Management, Securities, Alternative Investments, FX Options, Investments
Education
Farmingdale State University of New York 1992 — 1995
A.S, Business Administration
New York University
Organizational Behavior and Communication
BNY Mellon, Pershing Advisor Solutions January 2014 - Present
BNY Mellon, N.A October 2007 - December 2013
The Bank of New York March 2001 - September 2007
The Bank of New York March 1999 - March 2001
The Bank of New York September 1997 - March 1999
U. S Trust Company of New York May 1986 - February 1997
JPMorgan Chase 1996 - 1997
The Depository Trust Company March 1984 - May 1986
Bear Stearns September 1981 - March 1984
Skills
Business Management, New Business Development, Sales Management, Customer Relations, Strategic Planning, Global Custody, Negotiation, Business Planning, Management, Mutual Funds, Relationship Management, Investment Management, Financial Services, Corporate Actions, Outsourcing, Wealth Management, Series 7, Strategy, Executive Management, Back Office, Business Development, Portfolio Management, Securities, Alternative Investments, FX Options, Investments
Education
Farmingdale State University of New York 1992 — 1995
A.S, Business Administration
New York University
Organizational Behavior and Communication
Jenifer Smyczynski (Newberry) Jenifer Smyczynski (Newberry)'s The Bank of New York Experience October 2007 - Present
Job Senior Associate of Analytics at The Bank of New York Mellon
Industry Information Technology and Services
Experience
The Bank of New York October 2007 - Present
Acorn Systems, Inc January 2007 - August 2007
International Paper July 2005 - January 2007
Skills
Programming, Training, Financial Reporting, Analysis, Financial Modeling, Financial Analysis, Quality Assurance, Analytics, Business Analysis, Process Improvement, Online Social Networking, Project Management, Software Project..., Social Media, Financial Services, Budgets, Testing
Education
University of Alabama 2003 — 2005
MBA-MIS
University of Alabama 2003 — 2005
MS
Florida State University 1997 — 2002
BS
The Bank of New York October 2007 - Present
Acorn Systems, Inc January 2007 - August 2007
International Paper July 2005 - January 2007
Skills
Programming, Training, Financial Reporting, Analysis, Financial Modeling, Financial Analysis, Quality Assurance, Analytics, Business Analysis, Process Improvement, Online Social Networking, Project Management, Software Project..., Social Media, Financial Services, Budgets, Testing
Education
University of Alabama 2003 — 2005
MBA-MIS
University of Alabama 2003 — 2005
MS
Florida State University 1997 — 2002
BS
David Eldredge David Eldredge's The Bank of New York Experience 1986 - 2004
Job Business Manager / CFO at Children's Bible Fellowship of New York, Inc.
Industry Religious Institutions
Experience
Children's Bible Fellowship of NY, Inc. May 2005 - Present
Manpower at IBM 2003 - 2005
The Bank of New York 1986 - 2004
Skills
Budgets, Nonprofits, Team Building, Microsoft Excel, Leadership, Public Speaking, Gospel, QuickBooks, Microsoft Office, Accounting, Customer Service, Payroll, Fundraising, PowerPoint, Non-profits, Accounts Payable, Financial Reporting, Microsoft Word, Evangelism, Accounts Receivable, Managerial Finance, Bookkeeping, Financial Analysis, Human Resources, Payroll Taxes, Payroll Law, Human Resource Law, Christian Counseling
Education
New York Divinity Theological Seminary
Master of Divinity (M.Div.), Christian Counseling, Certificate of Christian Counseling
Dutchess Community College 1982 — 1985
Early Childhood Education and Teaching
Roy C Ketcham Senior High School 1979 — 1982
High School
Children's Bible Fellowship of NY, Inc. May 2005 - Present
Manpower at IBM 2003 - 2005
The Bank of New York 1986 - 2004
Skills
Budgets, Nonprofits, Team Building, Microsoft Excel, Leadership, Public Speaking, Gospel, QuickBooks, Microsoft Office, Accounting, Customer Service, Payroll, Fundraising, PowerPoint, Non-profits, Accounts Payable, Financial Reporting, Microsoft Word, Evangelism, Accounts Receivable, Managerial Finance, Bookkeeping, Financial Analysis, Human Resources, Payroll Taxes, Payroll Law, Human Resource Law, Christian Counseling
Education
New York Divinity Theological Seminary
Master of Divinity (M.Div.), Christian Counseling, Certificate of Christian Counseling
Dutchess Community College 1982 — 1985
Early Childhood Education and Teaching
Roy C Ketcham Senior High School 1979 — 1982
High School
Thomas D. Jordan Thomas D. Jordan's The Bank of New York Experience 1987 - 1991
Job CEO, Public Trust Advisors, LLC, a Premier Investment & Treasury Management Provider
Industry Investment Management
Experience
Public Trust Advisors, LLC September 2012 - Present
Cutwater Asset Management (fka MBIA Asset Management) 2000 - 2011
MBIA Asset Management 1995 - 2000
MBIA Asset Management 1991 - 1995
The Bank of New York 1987 - 1991
The Bank of New York 1987 - 1989
Irving Trust Company 1984 - 1987
Skills
Investments, Fixed Income, Asset Management, Financial Services, Program Management, Investment Management, CRM, Negotiation, Risk Management, Team Building, Staff Development, Team Leadership, Superior Client Service, Capital Markets, Client Services, Leadership, New Business Development, Sales, Strategic Planning, Relationship Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Mercy College
Bachelor of Science (BS), Business Administration, Marketing
Public Trust Advisors, LLC September 2012 - Present
Cutwater Asset Management (fka MBIA Asset Management) 2000 - 2011
MBIA Asset Management 1995 - 2000
MBIA Asset Management 1991 - 1995
The Bank of New York 1987 - 1991
The Bank of New York 1987 - 1989
Irving Trust Company 1984 - 1987
Skills
Investments, Fixed Income, Asset Management, Financial Services, Program Management, Investment Management, CRM, Negotiation, Risk Management, Team Building, Staff Development, Team Leadership, Superior Client Service, Capital Markets, Client Services, Leadership, New Business Development, Sales, Strategic Planning, Relationship Management
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance and Financial Management Services
Mercy College
Bachelor of Science (BS), Business Administration, Marketing
Roger Eth Roger Eth's The Bank of New York Experience September 2002 - September 2006
Job Advisory Representative at Lincoln Financial Securities Corporation
Industry Financial Services
Experience
Lincoln Financial Securities Corporation August 2012 - Present
Intercontinental Asset Management Group August 2008 - July 2012
The Bank of New York Mellon - Mexico April 2006 - August 2008
The Bank of New York September 2002 - September 2006
The Bank of New York March 1996 - August 2002
Skills
Business Development, Investments, Emerging Markets, Equities, Financial Analysis, Private Equity, Alternative Investments, Securities, Fixed Income, Asset Allocation, Finance, Wealth Management, Financial Advisory, Loans, Portfolio Management, Financial Services, Asset Managment, Estate Planning, Banking, Credit, Mutual Funds, Hedge Funds, Investment Strategies, Asset Management, Investment Management, Series 7, 401k, Investment Advisory, Financial Risk, Retirement Planning, Valuation, Due Diligence, Strategic Financial..., Financial Modeling, Capital Markets, Insurance, Financial Planning
Education
Georgetown University 1983 — 1985
MA, Latin American Studies
University of Wisconsin-Madison 1979 — 1983
BA, Economics, Ibero-American Studies, Spanish
Edgemont High School 1975 — 1979
Lincoln Financial Securities Corporation August 2012 - Present
Intercontinental Asset Management Group August 2008 - July 2012
The Bank of New York Mellon - Mexico April 2006 - August 2008
The Bank of New York September 2002 - September 2006
The Bank of New York March 1996 - August 2002
Skills
Business Development, Investments, Emerging Markets, Equities, Financial Analysis, Private Equity, Alternative Investments, Securities, Fixed Income, Asset Allocation, Finance, Wealth Management, Financial Advisory, Loans, Portfolio Management, Financial Services, Asset Managment, Estate Planning, Banking, Credit, Mutual Funds, Hedge Funds, Investment Strategies, Asset Management, Investment Management, Series 7, 401k, Investment Advisory, Financial Risk, Retirement Planning, Valuation, Due Diligence, Strategic Financial..., Financial Modeling, Capital Markets, Insurance, Financial Planning
Education
Georgetown University 1983 — 1985
MA, Latin American Studies
University of Wisconsin-Madison 1979 — 1983
BA, Economics, Ibero-American Studies, Spanish
Edgemont High School 1975 — 1979
Theresa O'Keefe Theresa O'Keefe's The Bank of New York Experience September 1993 - July 2003
Job Vice President at Boiling Springs Savings Bank
Industry Banking
Experience
Boiling Springs Savings Bank August 2003 - Present
The Bank of New York September 1993 - July 2003
National Community Bank November 1974 - August 1993
Skills
Banking, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Refinance, Credit Analysis, Commercial Mortgages, Small Business Lending, Lines Of Credit, Mortgage Lending, Credit, Customer Service, Construction Loans, Mortgage Banking, Branch Banking, Loan Origination, Branch Management, Retail Banking, Bank Secrecy Act, Portfolio Management, Residential Mortgages
Education
Felician College
Bachelor of Science, Business Administration
St. Mary's, Rutherford, NJ
Boiling Springs Savings Bank August 2003 - Present
The Bank of New York September 1993 - July 2003
National Community Bank November 1974 - August 1993
Skills
Banking, Commercial Lending, Commercial Banking, Consumer Lending, Loans, Refinance, Credit Analysis, Commercial Mortgages, Small Business Lending, Lines Of Credit, Mortgage Lending, Credit, Customer Service, Construction Loans, Mortgage Banking, Branch Banking, Loan Origination, Branch Management, Retail Banking, Bank Secrecy Act, Portfolio Management, Residential Mortgages
Education
Felician College
Bachelor of Science, Business Administration
St. Mary's, Rutherford, NJ
Wylie Fennell, CAIA Wylie Fennell, CAIA's The Bank of New York Experience May 2001 - August 2001
Job Sales Specialist, Consulting Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management April 2014 - September 2015
Morgan Stanley Private Wealth Management November 2011 - April 2014
Morgan Stanley June 2004 - November 2011
The Bank of New York May 2001 - August 2001
Federal Reserve Bank of New York 1993 - 2000
United States Senate 1990 - 1991
Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Howard University 1986 — 1991
BBA, Finance
A. Philip Randolph Campus H.S.
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management April 2014 - September 2015
Morgan Stanley Private Wealth Management November 2011 - April 2014
Morgan Stanley June 2004 - November 2011
The Bank of New York May 2001 - August 2001
Federal Reserve Bank of New York 1993 - 2000
United States Senate 1990 - 1991
Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Howard University 1986 — 1991
BBA, Finance
A. Philip Randolph Campus H.S.
Terence M. McCormick Terence M. McCormick's The Bank of New York Experience 1994 - 1995
Job at Bloomberg
Industry Investment Management
Experience
Bloomberg LP Account RepBloombergNovember 2009 - Present
BlackRock October 2008 - April 2009
BNY Mellon Asset Mgmt 1995 - April 2008
BNY Mellon 1995 - 2008
The Bank of New York 1994 - 1995
The Bank of New York June 1993 - September 1994
Irving Trust Company September 1985 - June 1993
Skills
Corporate Finance, Financial Markets, Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Managment, Strategy, Asset Management, Risk Management, Management, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Management, Capital Markets, CRM, Relationship Management, Analysis, Mutual Funds, Alternative Investments, Finance, FX Options, Securities, Bonds, Trading Systems, Trading, Electronic Trading
Education
State University of New York at Stony Brook 2009 — 2009
Fordham University - Graduate School of Business Administration 1991 — 1994
Master of Business Administration (MBA), Finance
Southern Connecticut State University 1980 — 1984
B.S., Economics
St. Anthony's High School 1974 — 1978
Brentwood
Bloomberg LP Account RepBloombergNovember 2009 - Present
BlackRock October 2008 - April 2009
BNY Mellon Asset Mgmt 1995 - April 2008
BNY Mellon 1995 - 2008
The Bank of New York 1994 - 1995
The Bank of New York June 1993 - September 1994
Irving Trust Company September 1985 - June 1993
Skills
Corporate Finance, Financial Markets, Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Managment, Strategy, Asset Management, Risk Management, Management, Financial Services, Hedge Funds, Derivatives, Bloomberg, Equities, Investment Management, Capital Markets, CRM, Relationship Management, Analysis, Mutual Funds, Alternative Investments, Finance, FX Options, Securities, Bonds, Trading Systems, Trading, Electronic Trading
Education
State University of New York at Stony Brook 2009 — 2009
Fordham University - Graduate School of Business Administration 1991 — 1994
Master of Business Administration (MBA), Finance
Southern Connecticut State University 1980 — 1984
B.S., Economics
St. Anthony's High School 1974 — 1978
Brentwood
Mark Heinsman Mark Heinsman's The Bank of New York Experience September 2003 - December 2005
Job Senior Partner IMAGATIV, LLC
Industry Internet
Experience
IMAGATIV, llc February 2006 - Present
Heinsman Surveying, PLLC December 2005 - March 2009
The Bank of New York September 2003 - December 2005
Skills
SEO, Strategy, CRM, Investments, Small Business, Leadership, Project Management, Analytics, Lead Generation, Marketing, Banking, Entrepreneurship, Email Marketing
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Executive Certificate, Negotiation
Ithaca College 1995 — 1999
Bachelors of Music, Music Performance, 3.7
Marist College
Post Grad Electives, Computer Science, 4.0
Dutchess Community College
Post Grad Electives, Business Administration, 3.8
IMAGATIV, llc February 2006 - Present
Heinsman Surveying, PLLC December 2005 - March 2009
The Bank of New York September 2003 - December 2005
Skills
SEO, Strategy, CRM, Investments, Small Business, Leadership, Project Management, Analytics, Lead Generation, Marketing, Banking, Entrepreneurship, Email Marketing
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Executive Certificate, Negotiation
Ithaca College 1995 — 1999
Bachelors of Music, Music Performance, 3.7
Marist College
Post Grad Electives, Computer Science, 4.0
Dutchess Community College
Post Grad Electives, Business Administration, 3.8
Francisco J. Vidal, CFA Francisco J. Vidal, CFA's The Bank of New York Experience October 1988 - August 1990
Job Managing Director, Brown Brothers Harriman & Co
Industry Financial Services
Experience
Brown Brothers Harriman & Co September 1997 - Present
Scotiabank January 1992 - September 1997
The Bank of New York October 1988 - August 1990
Skills
Portfolio Management, Equities, Trading, Fixed Income, Finance, Asset Management, Financial Analysis, Investments, Mutual Funds, Banking, Management, Series 7, Securities Lending, Alternative Investments, Global Custody, Latin America, Equity Research, Capital Markets, Bloomberg, Foreign Exchange, Insurance, Corporate Finance, Series 63
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Fordham University 1986 — 1988
BS, Finance
Lehigh
Brown Brothers Harriman & Co September 1997 - Present
Scotiabank January 1992 - September 1997
The Bank of New York October 1988 - August 1990
Skills
Portfolio Management, Equities, Trading, Fixed Income, Finance, Asset Management, Financial Analysis, Investments, Mutual Funds, Banking, Management, Series 7, Securities Lending, Alternative Investments, Global Custody, Latin America, Equity Research, Capital Markets, Bloomberg, Foreign Exchange, Insurance, Corporate Finance, Series 63
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance and International Business
Fordham University 1986 — 1988
BS, Finance
Lehigh
Michael Cuggino's The Bank of New York Experience August 1994 - November 1997
Job Gemini Hedge Fund Services, LLC
Industry Financial Services
Experience
The Gemini Companies June 2013 - Present
JPMorgan Chase June 2012 - June 2013
JPMorgan Chase November 1997 - June 2012
The Bank of New York August 1994 - November 1997
Skills
Business Objects, Securities, Banking, Financial Services, AML, Equities, Risk Management, Mutual Funds, Investments, Asset Managment, Fixed Income, Microsoft Word, Financial Risk, KYC, Microsoft Excel, Westlaw, Nostro Reconciliation, Corporate Actions, Cash Flow Forecasting, Cash Management, Account Reconciliation, Compliance, Settlement, Bloomberg, Accounting, Trading, Investment Banking, Middle Office, Private Equity, Portfolio Management, Asset Management, OFAC, Credit, Business Analysis, Foreign Exchange, Due Diligence, Financial Analysis, Capital Markets, Global Custody, Alternative Investments, Hedge Funds, Back Office, World-Check, Lexis Nexis, Views Portfolio..., Trade Settlements, FX Settlement, Remit Pro, PENNY, Outlook
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Social & Behavioral Sciences
Farmingdale State University of New York
Associate in Science (A.S.), Business Administration
The Center for Legal Studies
Professional Certificate, Paralegal Studies
The Gemini Companies June 2013 - Present
JPMorgan Chase June 2012 - June 2013
JPMorgan Chase November 1997 - June 2012
The Bank of New York August 1994 - November 1997
Skills
Business Objects, Securities, Banking, Financial Services, AML, Equities, Risk Management, Mutual Funds, Investments, Asset Managment, Fixed Income, Microsoft Word, Financial Risk, KYC, Microsoft Excel, Westlaw, Nostro Reconciliation, Corporate Actions, Cash Flow Forecasting, Cash Management, Account Reconciliation, Compliance, Settlement, Bloomberg, Accounting, Trading, Investment Banking, Middle Office, Private Equity, Portfolio Management, Asset Management, OFAC, Credit, Business Analysis, Foreign Exchange, Due Diligence, Financial Analysis, Capital Markets, Global Custody, Alternative Investments, Hedge Funds, Back Office, World-Check, Lexis Nexis, Views Portfolio..., Trade Settlements, FX Settlement, Remit Pro, PENNY, Outlook
Education
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Social & Behavioral Sciences
Farmingdale State University of New York
Associate in Science (A.S.), Business Administration
The Center for Legal Studies
Professional Certificate, Paralegal Studies
John E. Ladany John E. Ladany's The Bank of New York Experience 1993 - 2003
Job Managing Director, Citibank, Treasury and Trade Solutions/Correspondent Banking Group
Industry Financial Services
Experience
Citibank 2003 - Present
The Bank of New York 1993 - 2003
Bankers Trust 1984 - 1993
Skills
Trade Finance, Transaction Banking, Trade Services, Letters Of Credit, Financial Institutions, Cash Management, SWIFT, Payments, Letters of Credit, Banking, SWIFT payments, Financial Transactions, Treasury Management, Capital Markets, FX Options, Treasury, Risk Management, Trading, Credit Risk, AML, International Trade, Finance, Financial Services, Structured Finance, Financial Structuring, Portfolio Management, Liquidity Management, Credit, Relationship Management, Operational Risk, Management, Credit Analysis, Commercial Banking, Bonds, Financial Risk
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Duke University 1975 — 1979
BS cum laude, Accounting
Citibank 2003 - Present
The Bank of New York 1993 - 2003
Bankers Trust 1984 - 1993
Skills
Trade Finance, Transaction Banking, Trade Services, Letters Of Credit, Financial Institutions, Cash Management, SWIFT, Payments, Letters of Credit, Banking, SWIFT payments, Financial Transactions, Treasury Management, Capital Markets, FX Options, Treasury, Risk Management, Trading, Credit Risk, AML, International Trade, Finance, Financial Services, Structured Finance, Financial Structuring, Portfolio Management, Liquidity Management, Credit, Relationship Management, Operational Risk, Management, Credit Analysis, Commercial Banking, Bonds, Financial Risk
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Duke University 1975 — 1979
BS cum laude, Accounting
Eric O'Grady Eric O'Grady's The Bank of New York Experience February 2000 - October 2007
Job Vice President, Senior Manager of Regulatory Controls and Project Risk for Digital and Mobile Banking at TD
Industry Banking
Experience
TD February 2014 - Present
TD Bank November 2007 - February 2014
The Bank of New York February 2000 - October 2007
JPMorgan Chase October 2006 - September 2007
Skills
Risk Management
Education
Seton Hall University 2000 — 2002
BA, Political Science
Fordham University 1997 — 2000
TD February 2014 - Present
TD Bank November 2007 - February 2014
The Bank of New York February 2000 - October 2007
JPMorgan Chase October 2006 - September 2007
Skills
Risk Management
Education
Seton Hall University 2000 — 2002
BA, Political Science
Fordham University 1997 — 2000
Dante Fiordimalva Dante Fiordimalva's The Bank of New York Experience January 2006 - December 2006
Job Customer Experience Manager at Presidio
Industry Computer Networking
Experience
Presidio July 2013 - Present
Presidio 2012 - 2013
Cisco Systems January 2007 - August 2012
The Bank of New York January 2006 - December 2006
The Bank of New York July 2000 - December 2005
Skills
Six Sigma Green Belt, Social Media Marketing, Digital Media, CRM, Management, Leadership, Account Management, Training, Competitive Analysis, Business Strategy, Strategic Planning, Process Improvement, Digital Marketing, Sales, Sales Management, Integration, Six Sigma
Education
Rutgers University Center for Management Development 2011 — 2011
MBA Certificate Program, Digital Marketing
New York University SCPS 2008 — 2008
Professional Certificate, Business Project Management
Fordham University 2002 — 2006
Master's of Business Administration, Management; Organizational Strategy
State University of New York College at Oswego 1995 — 2000
Bachelor of Arts, History
Presidio July 2013 - Present
Presidio 2012 - 2013
Cisco Systems January 2007 - August 2012
The Bank of New York January 2006 - December 2006
The Bank of New York July 2000 - December 2005
Skills
Six Sigma Green Belt, Social Media Marketing, Digital Media, CRM, Management, Leadership, Account Management, Training, Competitive Analysis, Business Strategy, Strategic Planning, Process Improvement, Digital Marketing, Sales, Sales Management, Integration, Six Sigma
Education
Rutgers University Center for Management Development 2011 — 2011
MBA Certificate Program, Digital Marketing
New York University SCPS 2008 — 2008
Professional Certificate, Business Project Management
Fordham University 2002 — 2006
Master's of Business Administration, Management; Organizational Strategy
State University of New York College at Oswego 1995 — 2000
Bachelor of Arts, History
Chris Beyer Chris Beyer's The Bank of New York Experience January 2000 - November 2001
Job Webmaster at Beyer Music
Industry Music
Experience
Beyer Web and Graphic Design January 2010 - Present
Bellevue Hospital January 2003 - Present
Beyer Music January 2002 - Present
Metlife November 2001 - February 2003
The Bank of New York January 2000 - November 2001
Chase Manhattan Bank September 1998 - January 2000
Salomon Smith Barney November 1995 - September 1998
Skills
Accounting, Taxation,..., E-commerce, Dreamweaver, Web Design, Flash, Illustrator, Graphic Design, Graphics, New Media, Photoshop, Editing, Digital Media, Photography, jQuery, SEO, Multimedia, Email Marketing, Computers, IT Solutions, Art, Creative Writing, Website Development, Blogging, Video Editing, Facebook, CMS, WordPress, Social Media Marketing, Digital Photography, XHTML, Image Editing, Logo Design, Web Content Management, Social Media, Mac, Social Networking, Adobe Creative Suite, Online Marketing, Creative Direction, Video, InDesign, Art Direction, Layout
Education
New York University 2014 — 2014
Web Programming using PHP (intermediate), Web Programming
Laguardia Community College 2004 — 2006
Programming Systems
The University of Hartford 1991 — 1992
MBA, Managerial Accounting
The University of Connecticut 1989 — 1990
MBA Credits, Accounting - MBA Program
Fordham University 1981 — 1985
BS, Psychology
Fashion Institute of Technology
Computer Graphics
Beyer Web and Graphic Design January 2010 - Present
Bellevue Hospital January 2003 - Present
Beyer Music January 2002 - Present
Metlife November 2001 - February 2003
The Bank of New York January 2000 - November 2001
Chase Manhattan Bank September 1998 - January 2000
Salomon Smith Barney November 1995 - September 1998
Skills
Accounting, Taxation,..., E-commerce, Dreamweaver, Web Design, Flash, Illustrator, Graphic Design, Graphics, New Media, Photoshop, Editing, Digital Media, Photography, jQuery, SEO, Multimedia, Email Marketing, Computers, IT Solutions, Art, Creative Writing, Website Development, Blogging, Video Editing, Facebook, CMS, WordPress, Social Media Marketing, Digital Photography, XHTML, Image Editing, Logo Design, Web Content Management, Social Media, Mac, Social Networking, Adobe Creative Suite, Online Marketing, Creative Direction, Video, InDesign, Art Direction, Layout
Education
New York University 2014 — 2014
Web Programming using PHP (intermediate), Web Programming
Laguardia Community College 2004 — 2006
Programming Systems
The University of Hartford 1991 — 1992
MBA, Managerial Accounting
The University of Connecticut 1989 — 1990
MBA Credits, Accounting - MBA Program
Fordham University 1981 — 1985
BS, Psychology
Fashion Institute of Technology
Computer Graphics
Christopher Cassese Christopher Cassese's The Bank of New York Experience January 2004 - August 2004
Job Senior Sales Executive at Coughlin Insurance Services
Industry Insurance
Experience
Coughlin Insurance Services May 2010 - Present
The Bank of New York Mellon December 2009 - May 2010
The Bank of New York Mellon March 2006 - December 2009
Rosco Laboratories, Inc. August 2004 - February 2006
The Bank of New York January 2004 - August 2004
WFUV January 2002 - August 2003
Skills
Insurance, Securities, Funding, Customer Relations, Corporate Trust, Microsoft Office, Licensed Property &..., Risk Management, Customer Service, Marketing, Sales, Financial Services, Management, New Business Development, Sales Management, Property & Casualty..., Account Management, Analysis, Strategic Planning
Education
Iona College 2008 — 2010
MBA, Finance
Fordham University 2001 — 2004
BS, Business Administration, Marketing
Fashion Institute of Technology 1999 — 2001
AAS, Display & Exhibit Design
Coughlin Insurance Services May 2010 - Present
The Bank of New York Mellon December 2009 - May 2010
The Bank of New York Mellon March 2006 - December 2009
Rosco Laboratories, Inc. August 2004 - February 2006
The Bank of New York January 2004 - August 2004
WFUV January 2002 - August 2003
Skills
Insurance, Securities, Funding, Customer Relations, Corporate Trust, Microsoft Office, Licensed Property &..., Risk Management, Customer Service, Marketing, Sales, Financial Services, Management, New Business Development, Sales Management, Property & Casualty..., Account Management, Analysis, Strategic Planning
Education
Iona College 2008 — 2010
MBA, Finance
Fordham University 2001 — 2004
BS, Business Administration, Marketing
Fashion Institute of Technology 1999 — 2001
AAS, Display & Exhibit Design
Ross Mazer Ross Mazer's The Bank of New York Experience June 1995 - August 2006
Job Vice President Senior Business Banker at Capital One
Industry Banking
Experience
Capital One March 2013 - Present
The Provident Bank March 2009 - March 2013
Valley National Bank August 2007 - February 2009
PNC Financial Services Group August 2006 - August 2007
The Bank of New York June 1995 - August 2006
Skills
Loans, Banking, Commercial Banking, Lines Of Credit, Underwriting, Small Business Lending, Commercial Mortgages, Commercial Lending, Investment Properties, Mortgage Lending
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
University of Rochester 1990 — 1994
BA, Psychology, Economics
Capital One March 2013 - Present
The Provident Bank March 2009 - March 2013
Valley National Bank August 2007 - February 2009
PNC Financial Services Group August 2006 - August 2007
The Bank of New York June 1995 - August 2006
Skills
Loans, Banking, Commercial Banking, Lines Of Credit, Underwriting, Small Business Lending, Commercial Mortgages, Commercial Lending, Investment Properties, Mortgage Lending
Education
Fordham Gabelli School of Business 1995 — 1999
MBA, Finance
University of Rochester 1990 — 1994
BA, Psychology, Economics
Bryan Moran's The Bank of New York Experience 1996 - 1997
Job Director of Strategic Partnerships
Industry Information Technology and Services
Experience
Ishi Systems Inc. December 2014 - Present
Prime Events Inc. January 2003 - November 2014
Deutsche Bank 1998 - 2002
BlackRock Financial 1997 - 1998
The Bank of New York 1996 - 1997
Skills
Leadership, Public Speaking, Management, Sales, Training, Marketing Strategy, Time Management, Marketing Communications, Social Networking, Project Management, Social Media, CRM, Marketing, Public Relations, Project Planning, Team Building, Advertising, Budgets, Entrepreneurship, Strategic Partnerships, Lead Generation, Coaching, Negotiation, Small Business, Trade Shows, Business Development, Strategy, Online Advertising, Event Planning, Digital Media, Brand Development, Market Research, Social Media Marketing, Account Management, B2B, Event Management, New Business Development, Competitive Analysis, Communication Skills, Start-ups, Online Marketing, Digital Marketing, Salesforce.com, Email Marketing, Relationship Marketing, strategic, account
Education
Dale Carnegie Institute 2010 — 2013
Graduate of these Leadership Training Courses:, Effective Communication, Management, Sales & Presentation Effectiveness, Employee Engagement, Graduated Dale Carnegie Professional Development Courses
Fairfield University 1992 — 1996
Bachelor of Science (B.S.), Finance Major, Graduated
Christian Brothers Academy 1988 — 1992
High School Diploma
Ishi Systems Inc. December 2014 - Present
Prime Events Inc. January 2003 - November 2014
Deutsche Bank 1998 - 2002
BlackRock Financial 1997 - 1998
The Bank of New York 1996 - 1997
Skills
Leadership, Public Speaking, Management, Sales, Training, Marketing Strategy, Time Management, Marketing Communications, Social Networking, Project Management, Social Media, CRM, Marketing, Public Relations, Project Planning, Team Building, Advertising, Budgets, Entrepreneurship, Strategic Partnerships, Lead Generation, Coaching, Negotiation, Small Business, Trade Shows, Business Development, Strategy, Online Advertising, Event Planning, Digital Media, Brand Development, Market Research, Social Media Marketing, Account Management, B2B, Event Management, New Business Development, Competitive Analysis, Communication Skills, Start-ups, Online Marketing, Digital Marketing, Salesforce.com, Email Marketing, Relationship Marketing, strategic, account
Education
Dale Carnegie Institute 2010 — 2013
Graduate of these Leadership Training Courses:, Effective Communication, Management, Sales & Presentation Effectiveness, Employee Engagement, Graduated Dale Carnegie Professional Development Courses
Fairfield University 1992 — 1996
Bachelor of Science (B.S.), Finance Major, Graduated
Christian Brothers Academy 1988 — 1992
High School Diploma
Yvette-Michelle Wynn Yvette-Michelle Wynn's The Bank of New York Experience April 1999 - September 2000
Job Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Rory Snyder's The Bank of New York Experience January 2007 - March 2007
Job Accountant at Capital One
Industry Accounting
Experience
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Capital One March 2015 - Present
BNY Mellon January 2014 - June 2014
PNC Wealth Management April 2010 - October 2011
De Lage Landen February 2009 - May 2009
Och-Ziff Capital Management July 2007 - December 2007
MD Sass April 2007 - July 2007
The Bank of New York January 2007 - March 2007
Moon Capital June 2006 - November 2006
United Nations Development Program - Human Development Report Office February 2006 - May 2006
Steinberg Asset Management June 2005 - February 2006
Skills
Banking, Hedge Funds, Accounting, Investments, Account Reconciliation, Global Custody, Fund Accounting, Financial Operations, Microsoft Excel, Finance, Cash Management, Financial Accounting, Financial Reporting, Accounts Payable, Mutual Funds, PeopleSoft, Bonds, Financial Services, Bloomberg, Securities, Financial Risk, General Ledger, Alternative Investments, Fixed Income, Bloomberg Terminal
Education
Georgetown University 1994 — 1998
B.A., History, Psychology
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2014
MBA, Management, Accounting
Shawn Curwen's The Bank of New York Experience September 1996 - August 2000
Job
Industry Nonprofit Organization Management
Experience
FSO Onsite Outsourcing June 2014 - Present
FSO Onsite Outsourcing April 2013 - June 2014
Weitz & Luxenberg August 2000 - April 2013
The Wall Street Alphas Charitable Foundation, Inc. April 2007 - July 2012
The Bank of New York September 1996 - August 2000
Skills
Operations Management, Sourcing & Procurement, Document Management, Procurement, Contract Negotiation, Budgeting, Strategic Sourcing, Negotiation, Purchasing, Supplier Management, Vendor Management, Sourcing, Process Engineering, Inventory Management, Team Building, Contract Management, Cost Reduction, Spend Analysis, Outsourcing, Logistics, SLA, Program Management, Scheduling, E-procurement, Budgets, Process Scheduler, Non-profits, Leadership, Strategic Planning, Management, Nonprofits, Microsoft Word, Event Planning, System Administration, Analysis, Time Management, Project Planning, Outlook, Fundraising, Business Strategy, Management Consulting, Administration, Team Management, Process Improvement, Supply Management, Strategy, Recruiting, Finance, Employee Relations, Business Process...
Education
Fordham University 2012 — 2012
Certification
Saint John's University 1990 — 1997
BA
FSO Onsite Outsourcing June 2014 - Present
FSO Onsite Outsourcing April 2013 - June 2014
Weitz & Luxenberg August 2000 - April 2013
The Wall Street Alphas Charitable Foundation, Inc. April 2007 - July 2012
The Bank of New York September 1996 - August 2000
Skills
Operations Management, Sourcing & Procurement, Document Management, Procurement, Contract Negotiation, Budgeting, Strategic Sourcing, Negotiation, Purchasing, Supplier Management, Vendor Management, Sourcing, Process Engineering, Inventory Management, Team Building, Contract Management, Cost Reduction, Spend Analysis, Outsourcing, Logistics, SLA, Program Management, Scheduling, E-procurement, Budgets, Process Scheduler, Non-profits, Leadership, Strategic Planning, Management, Nonprofits, Microsoft Word, Event Planning, System Administration, Analysis, Time Management, Project Planning, Outlook, Fundraising, Business Strategy, Management Consulting, Administration, Team Management, Process Improvement, Supply Management, Strategy, Recruiting, Finance, Employee Relations, Business Process...
Education
Fordham University 2012 — 2012
Certification
Saint John's University 1990 — 1997
BA
Renee Lanza-Mattson's The Bank of New York Experience January 2001 - June 2001
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
Lawrence DeBlasio Lawrence DeBlasio's The Bank of New York Experience October 1999 - December 2005
Job Director, Security Operation at Heightened Security Inc
Industry Security and Investigations
Experience
Heightened Security Inc February 2014 - Present
Saks Fifth Avenue July 2012 - January 2013
Prudential Financial January 2006 - December 2011
The Bank of New York October 1999 - December 2005
The Chase Manhattan Bank October 1993 - September 1999
Skills
Security Operations, Customer Service, Physical Security, Security Management, Risk Assessment, Crisis Management, Corporate Security, Business Continuity, Surveillance, Security, Asset Protection, Executive Protection, Security Audits, Investigation, Business Continuity..., Protection, Leadership, Internal Investigations, Access Control, Emergency Management, Police, Security Awareness, Interrogation, Homeland Security, Loss Prevention, Security Training, Workplace Violence, Criminal Investigations, CCTV, Counterterrorism, Firearms, Vulnerability Assessment, Intelligence Analysis, Close Protection, Crime Prevention, Personal Protection, Personal Security, Computer Forensics, Security, Tactics, Risk Analysis, Criminal Justice, Evidence, Supply Chain Security, Public Safety, Contingency Planning, Policy, Counterintelligence, Security Clearance, Intelligence
Education
New York University - Leonard N. Stern School of Business 1998 — 2004
Bachelor of Science (BS), Organizational Behavior, Operations Management
Georgetown University
Management & Leadership Certificate, Security Management
Heightened Security Inc February 2014 - Present
Saks Fifth Avenue July 2012 - January 2013
Prudential Financial January 2006 - December 2011
The Bank of New York October 1999 - December 2005
The Chase Manhattan Bank October 1993 - September 1999
Skills
Security Operations, Customer Service, Physical Security, Security Management, Risk Assessment, Crisis Management, Corporate Security, Business Continuity, Surveillance, Security, Asset Protection, Executive Protection, Security Audits, Investigation, Business Continuity..., Protection, Leadership, Internal Investigations, Access Control, Emergency Management, Police, Security Awareness, Interrogation, Homeland Security, Loss Prevention, Security Training, Workplace Violence, Criminal Investigations, CCTV, Counterterrorism, Firearms, Vulnerability Assessment, Intelligence Analysis, Close Protection, Crime Prevention, Personal Protection, Personal Security, Computer Forensics, Security, Tactics, Risk Analysis, Criminal Justice, Evidence, Supply Chain Security, Public Safety, Contingency Planning, Policy, Counterintelligence, Security Clearance, Intelligence
Education
New York University - Leonard N. Stern School of Business 1998 — 2004
Bachelor of Science (BS), Organizational Behavior, Operations Management
Georgetown University
Management & Leadership Certificate, Security Management
Tom Daniels, MBA, CPA, CFA Tom Daniels, MBA, CPA, CFA's The Bank of New York Experience January 1994 - July 1995
Job Managing Director & Head of Securities Lending Sales and Marketing for the Americas at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2007 - Present
BNY Mellon 2004 - 2007
Mellon Bank October 1998 - March 2004
Salomon Brothers September 1997 - November 1998
Chase Manhattan Bank July 1995 - September 1997
The Bank of New York January 1994 - July 1995
Alpern Rosenthal & Company CPAs 1992 - 1994
Duquesne University 1991 - October 1992
Skills
Securities Lending, Fixed Income, Equities, Securities, Financial Services, Business Development, Financial Markets, Program Management, Investments, Finance, Sales Management, Marketing, Mutual Funds, Investment Management, Trading, Analysis, Funding, Product Management, Management, Client Relationship...
Education
Duquesne University 1990 — 1993
MBA, Magna cum laude, Finance
Duquesne University 1986 — 1990
BSBA, Accounting
BNY Mellon March 2007 - Present
BNY Mellon 2004 - 2007
Mellon Bank October 1998 - March 2004
Salomon Brothers September 1997 - November 1998
Chase Manhattan Bank July 1995 - September 1997
The Bank of New York January 1994 - July 1995
Alpern Rosenthal & Company CPAs 1992 - 1994
Duquesne University 1991 - October 1992
Skills
Securities Lending, Fixed Income, Equities, Securities, Financial Services, Business Development, Financial Markets, Program Management, Investments, Finance, Sales Management, Marketing, Mutual Funds, Investment Management, Trading, Analysis, Funding, Product Management, Management, Client Relationship...
Education
Duquesne University 1990 — 1993
MBA, Magna cum laude, Finance
Duquesne University 1986 — 1990
BSBA, Accounting
Tim McKeon Tim McKeon's The Bank of New York Experience September 1986 - August 1991
Job Managing Director and Senior Vice President at US Bank
Industry Financial Services
Experience
US Bank July 2010 - Present
MBIA September 1991 - January 2010
The Bank of New York September 1986 - August 1991
Chase Manhattan Bank September 1980 - August 1986
Skills
Structuring, Portfolio Management, Capital Markets, Bonds, Credit Risk, Credit, Derivatives, Banking, Debt, Risk Management, Credit Analysis, Public Finance, Financial Analysis, Municipal, Negotiation
Education
Chase Manhattan Bank formal Credit Training Program
Fairfield University
Iona College
US Bank July 2010 - Present
MBIA September 1991 - January 2010
The Bank of New York September 1986 - August 1991
Chase Manhattan Bank September 1980 - August 1986
Skills
Structuring, Portfolio Management, Capital Markets, Bonds, Credit Risk, Credit, Derivatives, Banking, Debt, Risk Management, Credit Analysis, Public Finance, Financial Analysis, Municipal, Negotiation
Education
Chase Manhattan Bank formal Credit Training Program
Fairfield University
Iona College
michele basilici michele basilici's The Bank of New York Experience November 1987 - March 1994
Job Vice President and Senior Portfolio Manager at Wachovia, A Wells Fargo Company
Industry Investment Management
Experience
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
Leanne Heeg's The Bank of New York Experience November 2000 - March 2005
Job
Industry Financial Services
Experience
Agamas Capital Management March 2005 - June 2009
The Bank of New York November 2000 - March 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Series 7, Asset Management, Investments, Investment Banking, Financial Modeling, Portfolio Management, Valuation, Securities, Series 63, Structured Products, Investment Management, Trading
Education
Georgetown University - The McDonough School of Business 1995 — 1999
BSBA, Finance
Agamas Capital Management March 2005 - June 2009
The Bank of New York November 2000 - March 2005
Skills
Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Series 7, Asset Management, Investments, Investment Banking, Financial Modeling, Portfolio Management, Valuation, Securities, Series 63, Structured Products, Investment Management, Trading
Education
Georgetown University - The McDonough School of Business 1995 — 1999
BSBA, Finance
Erin Schembri Erin Schembri's The Bank of New York Experience September 1993 - May 2007
Job Vice President and Paralegal at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 1980 - Present
The Bank of New York September 1993 - May 2007
National Community Bank of New Jersey July 1980 - September 1993
Skills
Wire Transfers, Lotus Notes, Banking, Fraud Investigations, Investigations, Financial Services, Microsoft Excel and Word, Rule B - Maritime..., Subpoenas, Asset Based Orders, Levies and Writs of..., Court Orders, Restraining Orders
Education
Fairleigh Dickinson University 1991 — 1992
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
Seton Hall University 1976 — 1980
Bachelor of Arts (B.A.), Political Science/Criminal Justice
BNY Mellon July 1980 - Present
The Bank of New York September 1993 - May 2007
National Community Bank of New Jersey July 1980 - September 1993
Skills
Wire Transfers, Lotus Notes, Banking, Fraud Investigations, Investigations, Financial Services, Microsoft Excel and Word, Rule B - Maritime..., Subpoenas, Asset Based Orders, Levies and Writs of..., Court Orders, Restraining Orders
Education
Fairleigh Dickinson University 1991 — 1992
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law
Seton Hall University 1976 — 1980
Bachelor of Arts (B.A.), Political Science/Criminal Justice
Monique Scotland Monique Scotland's The Bank of New York Experience January 2006 - August 2006
Job Customer Support Associate at Aerotek
Industry Hospital & Health Care
Experience
Aerotek November 2013 - Present
Advance Medical Designs, Inc. February 2013 - May 2013
Snelling January 2013 - February 2013
Student Housing Solutions, LLC June 2010 - January 2012
Tarantino Properties June 2009 - June 2010
Collier Properties February 2007 - June 2009
The Bank of New York January 2006 - August 2006
Skills
New Business Development, Marketing, Real Estate, Sales, Microsoft Excel, Property Management, Training, Budgets, Negotiation, Financial Analysis, Customer Service, Leases, Management, Microsoft Office, Time Management, Strategic Planning, Research, Public Speaking, Marketing Strategy, Leadership, Team Building, Social Networking, Social Media, Social Media Marketing
Education
Florida Agricultural and Mechanical University 2006 — 2010
B.S., Business Administration
Aerotek November 2013 - Present
Advance Medical Designs, Inc. February 2013 - May 2013
Snelling January 2013 - February 2013
Student Housing Solutions, LLC June 2010 - January 2012
Tarantino Properties June 2009 - June 2010
Collier Properties February 2007 - June 2009
The Bank of New York January 2006 - August 2006
Skills
New Business Development, Marketing, Real Estate, Sales, Microsoft Excel, Property Management, Training, Budgets, Negotiation, Financial Analysis, Customer Service, Leases, Management, Microsoft Office, Time Management, Strategic Planning, Research, Public Speaking, Marketing Strategy, Leadership, Team Building, Social Networking, Social Media, Social Media Marketing
Education
Florida Agricultural and Mechanical University 2006 — 2010
B.S., Business Administration
Laura Simons Laura Simons's The Bank of New York Experience October 1994 - April 2006
Job Senior Credit Analyst at American Heritage Federal Credit Union
Industry Banking
Experience
American Heritage Federal Credit Union October 2011 - Present
A division of PNC Bank July 2007 - October 2010
CIT March 2007 - July 2008
Bank of America June 2006 - March 2007
The Bank of New York October 1994 - April 2006
Citizens Bank, now Bank of America February 1992 - October 1994
UJB now Bank of America May 1990 - September 1992
PNC July 1987 - August 1990
PNC Bank, formerly Midlantic July 1984 - May 1987
Skills
Small Business Lending, Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Mortgages, Banking, Underwriting, Financial Analysis, SBA, Lines Of Credit
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Finance
Fordham University 1980 — 1984
BS, International Business and Spanish
American Heritage Federal Credit Union October 2011 - Present
A division of PNC Bank July 2007 - October 2010
CIT March 2007 - July 2008
Bank of America June 2006 - March 2007
The Bank of New York October 1994 - April 2006
Citizens Bank, now Bank of America February 1992 - October 1994
UJB now Bank of America May 1990 - September 1992
PNC July 1987 - August 1990
PNC Bank, formerly Midlantic July 1984 - May 1987
Skills
Small Business Lending, Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Mortgages, Banking, Underwriting, Financial Analysis, SBA, Lines Of Credit
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Finance
Fordham University 1980 — 1984
BS, International Business and Spanish
Kevan Full Kevan Full's The Bank of New York Experience 1988 - 1989
Job Operations Risk Management Associate at JP MORGAN INVESTMENT BANKING
Industry Financial Services
Experience
JP MORGAN INVESTMENT BANKING July 2010 - Present
RBS Sempra Commodities January 2009 - June 2010
Sempra Energy Trading December 2007 - December 2008
Sempra Energy January 2002 - December 2007
Newbold Consulting Group, LLC November 2000 - September 2001
HSBC 1989 - 2000
The Bank of New York 1988 - 1989
Nestle Foods Corporation 1985 - 1987
TIAA-CREF 1978 - 1985
Education
Franklin Pierce University 1974 — 1978
BS, Business Management
JP MORGAN INVESTMENT BANKING July 2010 - Present
RBS Sempra Commodities January 2009 - June 2010
Sempra Energy Trading December 2007 - December 2008
Sempra Energy January 2002 - December 2007
Newbold Consulting Group, LLC November 2000 - September 2001
HSBC 1989 - 2000
The Bank of New York 1988 - 1989
Nestle Foods Corporation 1985 - 1987
TIAA-CREF 1978 - 1985
Education
Franklin Pierce University 1974 — 1978
BS, Business Management
Frank Purcell (frank.p.purcell@gmail.com) Frank Purcell (frank.p.purcell@gmail.com)'s The Bank of New York Experience June 1999 - March 2004
Job
Industry Higher Education
Experience
Zurvita 2010 - Present
Hostos Community College August 2004 - Present
Nyack College March 2006 - 2008
CCT Solutions March 2006 - 2008
Intercollegiate Studies Institute August 2004 - 2006
The Bank of New York June 1999 - March 2004
NYC Board of Education September 1990 - June 1999
Education
Teachers College of Columbia University 1975 — 1980
Ed. D., Philosophy, the Social Sciences, and Education
Teachers College of Columbia University 1972 — 1975
Ed. M., Philosophy, the Social Sciences, and Education
Teachers College of Columbia University 1970 — 1972
M. A., Higher and Adult Education
Earlham College 1965 — 1969
B. A., Philosophy
River Dell Regional High School 1961 — 1965
Diploma, Enriched College Preparatory
Zurvita 2010 - Present
Hostos Community College August 2004 - Present
Nyack College March 2006 - 2008
CCT Solutions March 2006 - 2008
Intercollegiate Studies Institute August 2004 - 2006
The Bank of New York June 1999 - March 2004
NYC Board of Education September 1990 - June 1999
Education
Teachers College of Columbia University 1975 — 1980
Ed. D., Philosophy, the Social Sciences, and Education
Teachers College of Columbia University 1972 — 1975
Ed. M., Philosophy, the Social Sciences, and Education
Teachers College of Columbia University 1970 — 1972
M. A., Higher and Adult Education
Earlham College 1965 — 1969
B. A., Philosophy
River Dell Regional High School 1961 — 1965
Diploma, Enriched College Preparatory
David Ares David Ares's The Bank of New York Experience 2000 - 2002
Job Owner, David Ares Financial Group
Industry Investment Management
Experience
Lincoln Financial Group October 2014 - Present
David Ares Financial Group September 2005 - Present
Atlantic Stewardship Bank 2012 - June 2014
American Express Corporate Travel 2002 - 2005
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1997 - 2000
Chase Private Banking 1992 - 1997
Skills
Estate Planning, Finance, Asset Management, Insurance, Mutual Funds, Financial Planners, Asset Managment, Employee Benefits, Financial Services, Leadership, Fixed Annuities, Wealth Management, Investments, Retirement, Securities, Retirement Planning, Management, Marketing
Education
Fordham University 1994 — 2000
B.S, International Marketing
Lincoln Financial Group October 2014 - Present
David Ares Financial Group September 2005 - Present
Atlantic Stewardship Bank 2012 - June 2014
American Express Corporate Travel 2002 - 2005
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1997 - 2000
Chase Private Banking 1992 - 1997
Skills
Estate Planning, Finance, Asset Management, Insurance, Mutual Funds, Financial Planners, Asset Managment, Employee Benefits, Financial Services, Leadership, Fixed Annuities, Wealth Management, Investments, Retirement, Securities, Retirement Planning, Management, Marketing
Education
Fordham University 1994 — 2000
B.S, International Marketing
Greg Speck, CEP's The Bank of New York Experience July 2003 - August 2004
Job Manager, Global Stock Plan Administration at Tyco
Industry Financial Services
Experience
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Tyco September 2013 - Present
Merrill Lynch October 2010 - September 2013
Sirius XM Radio Inc. February 2010 - July 2010
Time Warner Inc. August 2008 - May 2009
Omnicom Group June 2005 - July 2008
Stock & Option Solutions January 2005 - June 2005
The Bank of New York July 2003 - August 2004
Edison Schools May 2002 - June 2003
UBS June 1998 - September 2001
Skills
Equity Compensation, Equities, Series 7
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance and Marketing
Providence College 1987 — 1991
BS, Business Administration
Luisa Rivera Luisa Rivera's The Bank of New York Experience March 2004 - February 2005
Job Assistant Operations Manager at Valdez Logistics
Industry Banking
Experience
Valdez Logistics March 2013 - Present
Bank of America September 2008 - February 2010
Time Warner Cable February 2006 - September 2008
The Bank of New York March 2004 - February 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, English, Team Leadership, Leadership, Time Management, Event Planning, Photoshop, Financial Analysis, Windows, Accounting, Outlook, Access, Analysis, Budgets, Sales, Data Analysis, Management, Training, Forecasting, Marketing, Market Research, Customer Satisfaction, Call Centers, Financial Services, Banking, Salesforce.com, Administrative..., Retail, Team Building
Education
State University of New York Maritime College 2015 — 2018
Master’s Degree, International Transportation and Management ITM
Fordham University 2010 — 2015
Bachelor of Science (B.S.), Business Administration, 3.3
Valdez Logistics March 2013 - Present
Bank of America September 2008 - February 2010
Time Warner Cable February 2006 - September 2008
The Bank of New York March 2004 - February 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, English, Team Leadership, Leadership, Time Management, Event Planning, Photoshop, Financial Analysis, Windows, Accounting, Outlook, Access, Analysis, Budgets, Sales, Data Analysis, Management, Training, Forecasting, Marketing, Market Research, Customer Satisfaction, Call Centers, Financial Services, Banking, Salesforce.com, Administrative..., Retail, Team Building
Education
State University of New York Maritime College 2015 — 2018
Master’s Degree, International Transportation and Management ITM
Fordham University 2010 — 2015
Bachelor of Science (B.S.), Business Administration, 3.3
Jamie (Jamie Medowar) Ehrenthal's The Bank of New York Experience September 1988 - June 1996
Job Director Capital Services at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services December 2014 - December 2014
Centered Heart Fitness October 2005 - June 2014
The Bassuk Organization March 2002 - July 2002
The Lefrak Organization January 2001 - February 2002
Fleet Bank January 1998 - January 2001
The Ackman-Ziff Real Estate Group June 1996 - June 1997
The Bank of New York September 1988 - June 1996
Skills
Real Estate
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
Emory University 1980 — 1984
Bachelor's Degree, Psychology
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services December 2014 - December 2014
Centered Heart Fitness October 2005 - June 2014
The Bassuk Organization March 2002 - July 2002
The Lefrak Organization January 2001 - February 2002
Fleet Bank January 1998 - January 2001
The Ackman-Ziff Real Estate Group June 1996 - June 1997
The Bank of New York September 1988 - June 1996
Skills
Real Estate
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance
Emory University 1980 — 1984
Bachelor's Degree, Psychology
JOHN SICAT's The Bank of New York Experience December 2003 - January 2005
Job Instructor at Purchase College
Industry Higher Education
Experience
Purchase College September 2015 - Present
State University of New York at Purchase College June 2005 - Present
New York State Organization of Bursars and Business Administrators (NYSOBBA) June 2015 - Present
Purchase College January 2005 - June 2005
The Bank of New York December 2003 - January 2005
Skills
Research, Policy Analysis, Higher Education, Budgeting, Social Media Marketing, Problem Solving, Teaching, Website Management, Journalism, A+ Certified, Software Project..., Web Design, Editorial Skills, Student Affairs, Event Planning, HTML 5, CSS3, Typography, Marketing, Public Relations, Management, Facebook, Creative Writing, Technical Support, Nonprofits, Leadership, Training, Staff Development, Editing
Education
State University of New York Institute of Technology at Utica/Rome 2013 — 2014
Master of Science (M.S.)
Florida Institute of Technology 2007 — 2010
Master of Science (M.S.)
Gibbs College 2003 — 2004
Certificate Program
Purchase College State University of New York 1999 — 2003
Bachelor of Arts
Purchase College September 2015 - Present
State University of New York at Purchase College June 2005 - Present
New York State Organization of Bursars and Business Administrators (NYSOBBA) June 2015 - Present
Purchase College January 2005 - June 2005
The Bank of New York December 2003 - January 2005
Skills
Research, Policy Analysis, Higher Education, Budgeting, Social Media Marketing, Problem Solving, Teaching, Website Management, Journalism, A+ Certified, Software Project..., Web Design, Editorial Skills, Student Affairs, Event Planning, HTML 5, CSS3, Typography, Marketing, Public Relations, Management, Facebook, Creative Writing, Technical Support, Nonprofits, Leadership, Training, Staff Development, Editing
Education
State University of New York Institute of Technology at Utica/Rome 2013 — 2014
Master of Science (M.S.)
Florida Institute of Technology 2007 — 2010
Master of Science (M.S.)
Gibbs College 2003 — 2004
Certificate Program
Purchase College State University of New York 1999 — 2003
Bachelor of Arts
Matthew Van Lunen (MBA) Matthew Van Lunen (MBA)'s The Bank of New York Experience May 2005 - June 2006
Job Partner at Purple Peaks
Industry Venture Capital & Private Equity
Experience
Purple Peaks March 2015 - Present
Bridgewater Associates February 2014 - March 2015
Hyperion Capital Management Ltd. & Target Capital Management March 2012 - December 2013
EnglishVids March 2011 - March 2013
Pixelle.co 2013 - 2013
CRJ Construction September 2008 - June 2011
Merrill Lynch June 2006 - June 2008
The Bank of New York May 2005 - June 2006
Economic Development Corporation - Wayne County Indiana January 2004 - May 2005
Skills
Equities, Funding, Financial Modeling, Emerging Markets, Commodity, Private Equity, Deal Sourcing, Fundraising, Solar, Renewable Energy, Energy, Chinese, Distressed Debt, Qualitative Research, Mining, Microsoft Office, Contract Negotiation, Large Deals, Deal Strategy, Deal Development, Solar Energy, Hedge Funds, Venture Capital, Investment Banking, Alternative Investments, Valuation, Bloomberg, Capital Markets, Corporate Development, Derivatives, Due Diligence, Investments, Joint Ventures, Portfolio Management, Strategy, Corporate Finance, Investor Relations, Mergers & Acquisitions, Finance, Management, Asset Management, Start-ups, Business Strategy, Trading, Business Development
Education
National Taiwan University 2009 — 2011
Master of Business Administration (M.B.A.), Economics, 3.89 (Honor Scholar)
Earlham College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Purple Peaks March 2015 - Present
Bridgewater Associates February 2014 - March 2015
Hyperion Capital Management Ltd. & Target Capital Management March 2012 - December 2013
EnglishVids March 2011 - March 2013
Pixelle.co 2013 - 2013
CRJ Construction September 2008 - June 2011
Merrill Lynch June 2006 - June 2008
The Bank of New York May 2005 - June 2006
Economic Development Corporation - Wayne County Indiana January 2004 - May 2005
Skills
Equities, Funding, Financial Modeling, Emerging Markets, Commodity, Private Equity, Deal Sourcing, Fundraising, Solar, Renewable Energy, Energy, Chinese, Distressed Debt, Qualitative Research, Mining, Microsoft Office, Contract Negotiation, Large Deals, Deal Strategy, Deal Development, Solar Energy, Hedge Funds, Venture Capital, Investment Banking, Alternative Investments, Valuation, Bloomberg, Capital Markets, Corporate Development, Derivatives, Due Diligence, Investments, Joint Ventures, Portfolio Management, Strategy, Corporate Finance, Investor Relations, Mergers & Acquisitions, Finance, Management, Asset Management, Start-ups, Business Strategy, Trading, Business Development
Education
National Taiwan University 2009 — 2011
Master of Business Administration (M.B.A.), Economics, 3.89 (Honor Scholar)
Earlham College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Kosmas Papadopoulos, CFA's The Bank of New York Experience 2006 - 2006
Job Vice President at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2014 - Present
ISS Institutional Shareholder Services January 2011 - January 2014
ISS An MSCI Brand November 2008 - January 2011
RiskMetrics Group June 2007 - November 2008
The Bank of New York 2006 - 2006
Heinrich Boell Foundation 2006 - 2006
Skills
Financial Modeling, SEC filings, International Political..., Foreign Languages:..., German, Corporate Governance, Mergers, Governance, Mergers & Acquisitions, Policy, Economics, Analysis, Investments, Corporate Finance, Portfolio Management, Financial Analysis, Equity Research, Valuation, Equities, Hedge Funds, Asset Management, Capital Markets, Institutional..., Securities, Emerging Markets
Education
Georgetown University 2005 — 2007
Master of Arts, German and European Studies
Grinnell College 2000 — 2004
BA, Economics
Anatolia College 1994 — 2000
High School
CFA Institute
ISS Institutional Shareholder Services January 2014 - Present
ISS Institutional Shareholder Services January 2011 - January 2014
ISS An MSCI Brand November 2008 - January 2011
RiskMetrics Group June 2007 - November 2008
The Bank of New York 2006 - 2006
Heinrich Boell Foundation 2006 - 2006
Skills
Financial Modeling, SEC filings, International Political..., Foreign Languages:..., German, Corporate Governance, Mergers, Governance, Mergers & Acquisitions, Policy, Economics, Analysis, Investments, Corporate Finance, Portfolio Management, Financial Analysis, Equity Research, Valuation, Equities, Hedge Funds, Asset Management, Capital Markets, Institutional..., Securities, Emerging Markets
Education
Georgetown University 2005 — 2007
Master of Arts, German and European Studies
Grinnell College 2000 — 2004
BA, Economics
Anatolia College 1994 — 2000
High School
CFA Institute
Robert J. Werner Robert J. Werner's The Bank of New York Experience September 1998 - January 2000
Job Vice President IT Business Tech Specialist at Citi
Industry Real Estate
Experience
Citi September 2015 - Present
MetLife May 2013 - September 2015
Citigroup June 2005 - May 2013
Citigroup January 2000 - June 2005
The Bank of New York September 1998 - January 2000
Montefiore Medical Center August 1995 - September 1998
Skills
Portfolio Management, Process Improvement, Facilities Management, Business Process..., Real Estate, Financial Services, Asset Management, Banking, Risk Management, Financial Modeling, Finance, Operations Management, Financial Analysis, Property Management, Project Management, Vendor Management, Strategy, Training
Education
Pratt Institute
B.ARCH, Architecture
Fashion Institute of Technology 1985 — 1988
Associate of Arts and Sciences (A.A.S.), Interior Design & Architecture
Citi September 2015 - Present
MetLife May 2013 - September 2015
Citigroup June 2005 - May 2013
Citigroup January 2000 - June 2005
The Bank of New York September 1998 - January 2000
Montefiore Medical Center August 1995 - September 1998
Skills
Portfolio Management, Process Improvement, Facilities Management, Business Process..., Real Estate, Financial Services, Asset Management, Banking, Risk Management, Financial Modeling, Finance, Operations Management, Financial Analysis, Property Management, Project Management, Vendor Management, Strategy, Training
Education
Pratt Institute
B.ARCH, Architecture
Fashion Institute of Technology 1985 — 1988
Associate of Arts and Sciences (A.A.S.), Interior Design & Architecture
Gerald Hassell Gerald Hassell's The Bank of New York Experience 1998 - July 2007
Job Chairman and CEO at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2011 - Present
BNY Mellon July 2007 - September 2011
The Bank of New York 1998 - July 2007
Education
Duke University
Bachelor's Degree, Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
BNY Mellon September 2011 - Present
BNY Mellon July 2007 - September 2011
The Bank of New York 1998 - July 2007
Education
Duke University
Bachelor's Degree, Economics
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Anthony Filorimo Anthony Filorimo's The Bank of New York Experience November 2002 - June 2006
Job Senior Vice President / Team Leader at TD
Industry Banking
Experience
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
TD June 2013 - Present
Wells Fargo January 2009 - May 2013
Wachovia June 2006 - December 2008
The Bank of New York November 2002 - June 2006
Fleet Bank May 1996 - November 2002
National Westminster Bank September 1992 - May 1996
Skills
Credit Analysis, Banking, Credit, Underwriting, Commercial Lending, Asset Managment, Loans, Financial Modeling, Portfolio Management, Mortgage Lending, Capital Markets, Commercial Banking, Valuation, Commercial Mortgages, Financial Structuring, Investment Banking, Investments, Due Diligence, Real Estate Economics, Real Estate, Cash Management, Asset Management, Treasury Management, Financial Analysis, Structured Finance, Credit Risk, Loan Origination
Education
New York University 1997 — 1999
Certificate, Real Estate
Fordham University 1988 — 1992
B.S., Finance
Daniel Jenney Daniel Jenney's The Bank of New York Experience January 2006 - September 2006
Job Lead Photographer NYC
Industry Marketing and Advertising
Experience
Jump Visual April 2007 - Present
Jump Visual April 2007 - Present
The Bank of New York January 2006 - September 2006
Skills
Marketing, Sales, Management, Social Media, Microsoft Excel, Real Estate, Microsoft Office, Online Marketing, Investments, Social Media Marketing, Photoshop, Digital Photography, Photography, Commercial Photography, Fine Art Photography, Travel Photography, Lightroom, Floor Plans, Manual Drafting, CAD
Education
Fordham University 2001 — 2005
Bachelor of Science, Accounting
Jump Visual April 2007 - Present
Jump Visual April 2007 - Present
The Bank of New York January 2006 - September 2006
Skills
Marketing, Sales, Management, Social Media, Microsoft Excel, Real Estate, Microsoft Office, Online Marketing, Investments, Social Media Marketing, Photoshop, Digital Photography, Photography, Commercial Photography, Fine Art Photography, Travel Photography, Lightroom, Floor Plans, Manual Drafting, CAD
Education
Fordham University 2001 — 2005
Bachelor of Science, Accounting
Richard Tortora's The Bank of New York Experience 1988 - 1993
Job President at Capital Markets Advisors, LLC
Industry Financial Services
Experience
Capital Markets Advisors, LLC 2002 - Present
Manhasset Public Library 2006 - 2011
Evensen Dodge, Inc. February 1993 - April 2002
The Bank of New York 1988 - 1993
Hawkins Delafield & Wood LLP 1985 - 1988
Cantor Fitzgerald 1983 - 1985
Skills
Financial Analysis, Series 7, Portfolio Management, Cash Flow, Investments, Capital Markets, Asset Managment, Securities, Fixed Income, Bonds, Underwriting, Financial Structuring, Asset Management, Credit Risk, Derivatives, Finance, Trading, Financial Modeling, Financial Advisory, Mutual Funds, Credit Analysis, Investment Banking, Structured Finance, Alternative Investments, Risk Management, Hedge Funds, Municipal Bonds, Equities, Series 63, Public Finance, Bloomberg, Investment Management, FINRA, Investment Advisory, Wealth Management, Series 24, Funding, Securitization, Valuation, Project Finance, Private Equity, Financial Services, Treasury Management, Financial Markets, Banking, Due Diligence, Credit
Education
Saint John's University School of Law 1981 — 1984
JD
Fordham University 1977 — 1981
BA, Political Science/Public Administration
Holy Cross HS
Capital Markets Advisors, LLC 2002 - Present
Manhasset Public Library 2006 - 2011
Evensen Dodge, Inc. February 1993 - April 2002
The Bank of New York 1988 - 1993
Hawkins Delafield & Wood LLP 1985 - 1988
Cantor Fitzgerald 1983 - 1985
Skills
Financial Analysis, Series 7, Portfolio Management, Cash Flow, Investments, Capital Markets, Asset Managment, Securities, Fixed Income, Bonds, Underwriting, Financial Structuring, Asset Management, Credit Risk, Derivatives, Finance, Trading, Financial Modeling, Financial Advisory, Mutual Funds, Credit Analysis, Investment Banking, Structured Finance, Alternative Investments, Risk Management, Hedge Funds, Municipal Bonds, Equities, Series 63, Public Finance, Bloomberg, Investment Management, FINRA, Investment Advisory, Wealth Management, Series 24, Funding, Securitization, Valuation, Project Finance, Private Equity, Financial Services, Treasury Management, Financial Markets, Banking, Due Diligence, Credit
Education
Saint John's University School of Law 1981 — 1984
JD
Fordham University 1977 — 1981
BA, Political Science/Public Administration
Holy Cross HS
Alison (Hart) Romain Alison (Hart) Romain's The Bank of New York Experience December 1991 - August 1993
Job Accounting & Finance Professor, former Commercial Lender
Industry Higher Education
Experience
SUNY Maritime College January 2008 - Present
Westchester Community College January 2007 - Present
Irvington VAC 2005 - 2011
The Archdiocese of New York May 2004 - August 2004
The Bank of New York December 1991 - August 1993
Dollar Dry Dock Bank October 1988 - November 1991
Bank of Boston May 1984 - September 1988
Skills
Finance, Managerial Finance, Teaching, Non-profits, Public Speaking, Research, Higher Education, Community Outreach, Fundraising, PowerPoint, Strategic Planning, Microsoft Excel, Accounting, Event Planning, Report Writing, Editing, Volunteer Management, Financial Analysis, college counseling, Nonprofits, Budgets, Leadership, Student Affairs, Management, Student Counseling, Policy, Training, Data Analysis, Program Development, Leadership Development, Analysis, Staff Development, Curriculum Development, Student Development, University Teaching, Admissions, Curriculum Design
Education
State University of New York at Albany 2013 — 2016
2nd-year doctoral student, Organizational Communication, General
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance; Communications & Media Management
Georgetown University 1977 — 1980
BSFS, International Relations
SUNY Maritime College January 2008 - Present
Westchester Community College January 2007 - Present
Irvington VAC 2005 - 2011
The Archdiocese of New York May 2004 - August 2004
The Bank of New York December 1991 - August 1993
Dollar Dry Dock Bank October 1988 - November 1991
Bank of Boston May 1984 - September 1988
Skills
Finance, Managerial Finance, Teaching, Non-profits, Public Speaking, Research, Higher Education, Community Outreach, Fundraising, PowerPoint, Strategic Planning, Microsoft Excel, Accounting, Event Planning, Report Writing, Editing, Volunteer Management, Financial Analysis, college counseling, Nonprofits, Budgets, Leadership, Student Affairs, Management, Student Counseling, Policy, Training, Data Analysis, Program Development, Leadership Development, Analysis, Staff Development, Curriculum Development, Student Development, University Teaching, Admissions, Curriculum Design
Education
State University of New York at Albany 2013 — 2016
2nd-year doctoral student, Organizational Communication, General
Fordham University - Graduate School of Business Administration 2002 — 2005
MBA, Finance; Communications & Media Management
Georgetown University 1977 — 1980
BSFS, International Relations
Richard Herr Richard Herr's The Bank of New York Experience June 2000 - April 2001
Job Corporate Strategy & Development Executive
Industry Financial Services
Experience
KCG Holdings (Knight Capital Group) July 2010 - October 2014
tradeMONSTER July 2010 - September 2014
Direct Edge August 2010 - December 2013
Pico Quantitative Trading September 2010 - March 2013
ITG May 2007 - June 2010
Keefe, Bruyette & Woods June 2002 - May 2007
Wachovia Securities, LLC April 2001 - June 2002
The Bank of New York June 2000 - April 2001
Skills
Acquisitions, Strategy, Strategic Planning, Project Management, Business Strategy, Trading Systems, Equity Trading, Valuation, Series 63, Capital Markets, Electronic Trading, Financial Analysis, Options, Financial Services, Series 7, Corporate Finance, Trading, Financial Modeling, Series 24, Equity Research, Securities, FX Options, Market Data
Education
Fordham University 1996 — 2000
Bachelor's, Economics, Finance, Philosophy
Oceanside High School 1992 — 1996
Regent's Diploma
KCG Holdings (Knight Capital Group) July 2010 - October 2014
tradeMONSTER July 2010 - September 2014
Direct Edge August 2010 - December 2013
Pico Quantitative Trading September 2010 - March 2013
ITG May 2007 - June 2010
Keefe, Bruyette & Woods June 2002 - May 2007
Wachovia Securities, LLC April 2001 - June 2002
The Bank of New York June 2000 - April 2001
Skills
Acquisitions, Strategy, Strategic Planning, Project Management, Business Strategy, Trading Systems, Equity Trading, Valuation, Series 63, Capital Markets, Electronic Trading, Financial Analysis, Options, Financial Services, Series 7, Corporate Finance, Trading, Financial Modeling, Series 24, Equity Research, Securities, FX Options, Market Data
Education
Fordham University 1996 — 2000
Bachelor's, Economics, Finance, Philosophy
Oceanside High School 1992 — 1996
Regent's Diploma
Frank Keating Frank Keating's The Bank of New York Experience June 2001 - June 2002
Job Safety Coordinator at Inc. Village of Rockville Centre
Industry Government Administration
Experience
ACN November 2010 - Present
Inc. Village of Rockville Centre May 2004 - Present
INCORPORATED VILLAGE OF ROCKVILLE CENTRE June 2003 - April 2004
The Bank of New York June 2001 - June 2002
JPMorgan Chase March 1997 - January 2001
US Trust June 1996 - December 1996
The Bank of New York June 1988 - June 1996
Employee Benefit Trust Services January 1994 - January 1996
The Bank of New York January 1988 - January 1996
Manufacturers Hanover Trust August 1980 - June 1988
Skills
Marketing
Education
Fordham Gabelli School of Business 1983 — 1986
MBA
St. John's University, The Peter J. Tobin College of Business 1977 — 1980
BS
Chaminade High School 1973 — 1977
Diploma
St. Agnes Cathedral Elementary School 1965 — 1973
ACN November 2010 - Present
Inc. Village of Rockville Centre May 2004 - Present
INCORPORATED VILLAGE OF ROCKVILLE CENTRE June 2003 - April 2004
The Bank of New York June 2001 - June 2002
JPMorgan Chase March 1997 - January 2001
US Trust June 1996 - December 1996
The Bank of New York June 1988 - June 1996
Employee Benefit Trust Services January 1994 - January 1996
The Bank of New York January 1988 - January 1996
Manufacturers Hanover Trust August 1980 - June 1988
Skills
Marketing
Education
Fordham Gabelli School of Business 1983 — 1986
MBA
St. John's University, The Peter J. Tobin College of Business 1977 — 1980
BS
Chaminade High School 1973 — 1977
Diploma
St. Agnes Cathedral Elementary School 1965 — 1973
Erica Otlowski Erica Otlowski's The Bank of New York Experience May 2003 - August 2003
Job Account Manager at J.B. Hunt Transport, Inc.
Industry Transportation/Trucking/Railroad
Experience
J.B. Hunt Transport, Inc. November 2014 - Present
JB Hunt Transport Services, Inc. May 2013 - Present
Video Caption Corporation January 2008 - February 2013
RSIG Security August 2006 - August 2007
GoTV Networks May 2006 - July 2006
The Maury Show May 2004 - August 2004
The Bank of New York May 2003 - August 2003
Long Beach Acceptance Corp May 2002 - August 2002
Skills
Project Management, Problem Solving, Organizing People and..., Internet Research, Transcoding, Resource Management, Communication, Microsoft Office, Windows and Mac, Team Leadership, Multitasking, Customer Service, Final Cut Pro, Adobe Media Encoder, Adobe Encore, Adobe Creative Suite, closed captioning, Subtitling, Digital Media, Online Research, Video Production, Marketing Communications, Event Management, Photoshop, Editing, Video Editing, Management, DVD Studio Pro, Social Media, Closed Captioning
Education
Emerson College 2005 — 2007
Master of Arts, Visual and Media Arts
Hamilton College 2001 — 2005
Bachelor of Arts, Communication Studies, Minor in Geology
Newburgh Free Academy 1998 — 2001
Regents Diploma
J.B. Hunt Transport, Inc. November 2014 - Present
JB Hunt Transport Services, Inc. May 2013 - Present
Video Caption Corporation January 2008 - February 2013
RSIG Security August 2006 - August 2007
GoTV Networks May 2006 - July 2006
The Maury Show May 2004 - August 2004
The Bank of New York May 2003 - August 2003
Long Beach Acceptance Corp May 2002 - August 2002
Skills
Project Management, Problem Solving, Organizing People and..., Internet Research, Transcoding, Resource Management, Communication, Microsoft Office, Windows and Mac, Team Leadership, Multitasking, Customer Service, Final Cut Pro, Adobe Media Encoder, Adobe Encore, Adobe Creative Suite, closed captioning, Subtitling, Digital Media, Online Research, Video Production, Marketing Communications, Event Management, Photoshop, Editing, Video Editing, Management, DVD Studio Pro, Social Media, Closed Captioning
Education
Emerson College 2005 — 2007
Master of Arts, Visual and Media Arts
Hamilton College 2001 — 2005
Bachelor of Arts, Communication Studies, Minor in Geology
Newburgh Free Academy 1998 — 2001
Regents Diploma
Chris DeLuca Chris DeLuca's The Bank of New York Experience May 2002 - August 2003
Job Dedicated Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2009 - Present
Sun Life Financial April 2006 - March 2009
Sun Life Financial May 2004 - April 2006
Banknorth August 2003 - March 2004
The Bank of New York May 2002 - August 2003
Skills
Financial Services, Management
Education
SUNY New Paltz 2000 — 2002
Bachelor's Degree, Finance
Dutchess Community College 1998 — 2000
Associates Degree, Business Administration
Sun Life Financial April 2009 - Present
Sun Life Financial April 2006 - March 2009
Sun Life Financial May 2004 - April 2006
Banknorth August 2003 - March 2004
The Bank of New York May 2002 - August 2003
Skills
Financial Services, Management
Education
SUNY New Paltz 2000 — 2002
Bachelor's Degree, Finance
Dutchess Community College 1998 — 2000
Associates Degree, Business Administration
Alex Adashev Alex Adashev's The Bank of New York Experience 1998 - 2003
Job Vice President Global Trade, Multilateral Agencies at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank 2010 - Present
National City Bank 2008 - 2010
SSK Management Corporation 2003 - 2008
The Bank of New York 1998 - 2003
First National Bank of New England (renamed First International Bank) 1992 - 1998
Education
Fairleigh Dickinson University 1982 — 1986
Economics and Finance
Elizabeth High School
Fifth Third Bank 2010 - Present
National City Bank 2008 - 2010
SSK Management Corporation 2003 - 2008
The Bank of New York 1998 - 2003
First National Bank of New England (renamed First International Bank) 1992 - 1998
Education
Fairleigh Dickinson University 1982 — 1986
Economics and Finance
Elizabeth High School
Lirck Vega Lirck Vega's The Bank of New York Experience March 1996 - July 2006
Job Senior Technical Writer at Misys Banking Systems
Industry Computer Software
Experience
Misys Banking Systems July 2006 - Present
Misys July 2006 - Present
The Bank of New York March 1996 - July 2006
Skills
RoboHelp, Technical Writing, Manuals, Captivate, Online Help, Visio, Editing, Agile Methodologies, Requirements Analysis, SharePoint, Software Development, FrameMaker, Software Project..., Technical Documentation, Software Documentation, Process Improvement, Training, Business Analysis, SDLC, Basic HTML
Education
Fairleigh Dickinson University 1988 — 1993
B.S, Business Administration
Misys Banking Systems July 2006 - Present
Misys July 2006 - Present
The Bank of New York March 1996 - July 2006
Skills
RoboHelp, Technical Writing, Manuals, Captivate, Online Help, Visio, Editing, Agile Methodologies, Requirements Analysis, SharePoint, Software Development, FrameMaker, Software Project..., Technical Documentation, Software Documentation, Process Improvement, Training, Business Analysis, SDLC, Basic HTML
Education
Fairleigh Dickinson University 1988 — 1993
B.S, Business Administration
Wendy Jenks Woodford's The Bank of New York Experience May 2002 - August 2002
Job
Industry Financial Services
Experience
J.P. Morgan May 2010 - 2013
American Express January 2005 - April 2010
Avaya July 2003 - January 2005
The Bank of New York May 2002 - August 2002
American Management Systems (AMS) April 2000 - February 2001
Accenture April 1997 - April 2000
Skills
Business Analysis, Project Management, Business Process, Leadership, Business Process..., Financial Services, Credit Cards, Process Improvement, Vendor Management, Cross-functional Team..., Product Management, CRM, Change Management, Financial Analysis, Strategy, Analysis, Business Planning, Mergers & Acquisitions, Competitive Analysis, Finance, Product Development, Training, Analytics
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2001 — 2003
Master
Georgetown University 2001 — 2003
MBA
Georgetown University - The McDonough School of Business 2001 — 2003
MBA
Washington University 1992 — 1996
BS
J.P. Morgan May 2010 - 2013
American Express January 2005 - April 2010
Avaya July 2003 - January 2005
The Bank of New York May 2002 - August 2002
American Management Systems (AMS) April 2000 - February 2001
Accenture April 1997 - April 2000
Skills
Business Analysis, Project Management, Business Process, Leadership, Business Process..., Financial Services, Credit Cards, Process Improvement, Vendor Management, Cross-functional Team..., Product Management, CRM, Change Management, Financial Analysis, Strategy, Analysis, Business Planning, Mergers & Acquisitions, Competitive Analysis, Finance, Product Development, Training, Analytics
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2001 — 2003
Master
Georgetown University 2001 — 2003
MBA
Georgetown University - The McDonough School of Business 2001 — 2003
MBA
Washington University 1992 — 1996
BS
Julie Kagan's The Bank of New York Experience June 2000 - January 2002
Job Sr Network Manager LATAM at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon September 2014 - Present
Citi May 2011 - August 2013
PNC Global Investment Servicing September 2009 - July 2010
SetClear (Subsidiary of Credit Lyonnais Securities Asia) October 2007 - August 2009
Citi May 2003 - September 2007
ADN Conseil - Consulting Firm in the Electronic Payments Sector June 2002 - November 2002
The Bank of New York June 2000 - January 2002
Skills
Global Custody, Securities, Financial Services, Project Management, Back Office, Capital Markets, Equities, Fixed Income, Strategy, Relationship Management, Middle Office, Financial Markets, Investment Banking, Management, Risk Management, Banking, Bloomberg, Product Management, Trading, Portfolio Management, Settlement, Trading Systems, Mutual Funds, Corporate Actions, Asset Management, Emerging Markets, FX Options, Financial Modeling
Education
ESCP Europe 2001 — 2002
Int'l MBA, International Business
University of Denver 1993 — 1997
BA, Int'l Economics & Int'l Studies
The White Mountain School 1991 — 1993
BNY Mellon September 2014 - Present
Citi May 2011 - August 2013
PNC Global Investment Servicing September 2009 - July 2010
SetClear (Subsidiary of Credit Lyonnais Securities Asia) October 2007 - August 2009
Citi May 2003 - September 2007
ADN Conseil - Consulting Firm in the Electronic Payments Sector June 2002 - November 2002
The Bank of New York June 2000 - January 2002
Skills
Global Custody, Securities, Financial Services, Project Management, Back Office, Capital Markets, Equities, Fixed Income, Strategy, Relationship Management, Middle Office, Financial Markets, Investment Banking, Management, Risk Management, Banking, Bloomberg, Product Management, Trading, Portfolio Management, Settlement, Trading Systems, Mutual Funds, Corporate Actions, Asset Management, Emerging Markets, FX Options, Financial Modeling
Education
ESCP Europe 2001 — 2002
Int'l MBA, International Business
University of Denver 1993 — 1997
BA, Int'l Economics & Int'l Studies
The White Mountain School 1991 — 1993
Art Prifti's The Bank of New York Experience 1987 - 1992
Job Global IT Leader | Executive Management Consultant
Industry Information Technology and Services
Experience
Princeton Information January 2015 - Present
Volante Technologies October 2013 - Present
Moody's Corporation 2012 - 2013
GE Capital Treasury 2007 - 2012
GE Commercial Finance 2004 - 2007
General Maritime Corporation 2002 - 2004
Citi 1996 - 2002
Paine Webber 1993 - 1996
AIG Trading Corp 1992 - 1993
The Bank of New York 1987 - 1992
Skills
IT Strategy, Information Technology, Vendor Management, Program Management, Business Process..., Enterprise Software, Strategy, Risk Management, Cross-functional Team..., Enterprise Architecture, SDLC, Software Development, Management, Offshoring, Business Analysis, Project Portfolio..., Leadership, PMP, PMO, Outsourcing, IT Management, Business Intelligence, Requirements Analysis, Change Management, Software Project..., Disaster Recovery, Data Warehousing, Solution Architecture, Financial Services, Project Management, Business Process, Global IT Operations, Organizational..., Business Process..., SOA, Applications..., Information Technology..., Team Building, IT Capital Planning, Business Continuity..., Application Portfolio..., Investment Governance, Enterprise Systems..., Business Process...
Education
Fordham University
Bachelor of Arts (BA)
Fordham University
Bachelor of Science (BS)
Princeton Information January 2015 - Present
Volante Technologies October 2013 - Present
Moody's Corporation 2012 - 2013
GE Capital Treasury 2007 - 2012
GE Commercial Finance 2004 - 2007
General Maritime Corporation 2002 - 2004
Citi 1996 - 2002
Paine Webber 1993 - 1996
AIG Trading Corp 1992 - 1993
The Bank of New York 1987 - 1992
Skills
IT Strategy, Information Technology, Vendor Management, Program Management, Business Process..., Enterprise Software, Strategy, Risk Management, Cross-functional Team..., Enterprise Architecture, SDLC, Software Development, Management, Offshoring, Business Analysis, Project Portfolio..., Leadership, PMP, PMO, Outsourcing, IT Management, Business Intelligence, Requirements Analysis, Change Management, Software Project..., Disaster Recovery, Data Warehousing, Solution Architecture, Financial Services, Project Management, Business Process, Global IT Operations, Organizational..., Business Process..., SOA, Applications..., Information Technology..., Team Building, IT Capital Planning, Business Continuity..., Application Portfolio..., Investment Governance, Enterprise Systems..., Business Process...
Education
Fordham University
Bachelor of Arts (BA)
Fordham University
Bachelor of Science (BS)
Belinda Blanchfield, PMP's The Bank of New York Experience October 1997 - October 2000
Job
Industry Banking
Experience
HSBC Securities August 2011 - April 2012
HSBC March 2008 - August 2011
Lehman Brothers May 2007 - March 2008
Capco October 1999 - October 2006
Merrill Lynch 2003 - 2005
Omgeo 2001 - 2003
Clearstream January 2000 - December 2000
The Bank of New York October 1997 - October 2000
Skills
SDLC, PMO, Strategy, Program Management, Project Delivery, Change Management, Business Transformation, Business Analysis, CRM, SOA, Project Planning, Governance, Management, PMP, Organizational Design, MS Project, SharePoint, Business Requirements, User Acceptance Testing, IT Strategy, Visio, Management Consulting, Project Management, Business Process..., Business Process Design, Stakeholder Management, Certified Project..., Business Process..., Financial Services, Cross-functional Team..., Vendor Management, Software Project..., Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1996
MBA
University of Cape Town 1991 — 1992
BSc (Honors)
University of Cape Town 1989 — 1991
BSc
Edith Cowan University
MBA
HSBC Securities August 2011 - April 2012
HSBC March 2008 - August 2011
Lehman Brothers May 2007 - March 2008
Capco October 1999 - October 2006
Merrill Lynch 2003 - 2005
Omgeo 2001 - 2003
Clearstream January 2000 - December 2000
The Bank of New York October 1997 - October 2000
Skills
SDLC, PMO, Strategy, Program Management, Project Delivery, Change Management, Business Transformation, Business Analysis, CRM, SOA, Project Planning, Governance, Management, PMP, Organizational Design, MS Project, SharePoint, Business Requirements, User Acceptance Testing, IT Strategy, Visio, Management Consulting, Project Management, Business Process..., Business Process Design, Stakeholder Management, Certified Project..., Business Process..., Financial Services, Cross-functional Team..., Vendor Management, Software Project..., Banking
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1996
MBA
University of Cape Town 1991 — 1992
BSc (Honors)
University of Cape Town 1989 — 1991
BSc
Edith Cowan University
MBA
Tony Panarese's The Bank of New York Experience 1981 - 1993
Job Operations and Service Executive
Industry Financial Services
Experience
ExpertPlan April 2006 - September 2013
Morprod Consulting 2002 - April 2006
CitiStreet Retirement Services April 1997 - February 2002
Dreyfus Retirement Services 1993 - 1997
The Bank of New York 1981 - 1993
Skills
Operations Management, Mutual Funds, Financial Services, Banking, Process Improvement, Management, Retirement Planning, Call Center..., Web Content, IT Strategy, 401k Recordkeeping, Mutual Fund Transfer..., Strategic Planning, Process Optimization, P&L Management, Joint Ventures, Organizational..., Start-ups, Turnaround Strategy, Budgets, Project Management, User Experience..., Annuity Administration, Team Leadership, Quality Assurance, Executive Presentations, Cost Reduction..., Risk Management, Needs Asssessment, Benefit Cost Analysis, Business Development, Training and Development, Regulatory Compliance, User Experience, Six Sigma Green Belt
Education
Emporia State University
Bachelor's degree, Education
ExpertPlan April 2006 - September 2013
Morprod Consulting 2002 - April 2006
CitiStreet Retirement Services April 1997 - February 2002
Dreyfus Retirement Services 1993 - 1997
The Bank of New York 1981 - 1993
Skills
Operations Management, Mutual Funds, Financial Services, Banking, Process Improvement, Management, Retirement Planning, Call Center..., Web Content, IT Strategy, 401k Recordkeeping, Mutual Fund Transfer..., Strategic Planning, Process Optimization, P&L Management, Joint Ventures, Organizational..., Start-ups, Turnaround Strategy, Budgets, Project Management, User Experience..., Annuity Administration, Team Leadership, Quality Assurance, Executive Presentations, Cost Reduction..., Risk Management, Needs Asssessment, Benefit Cost Analysis, Business Development, Training and Development, Regulatory Compliance, User Experience, Six Sigma Green Belt
Education
Emporia State University
Bachelor's degree, Education
Tarek Elalaily, CFA's The Bank of New York Experience January 2003 - November 2004
Job Senior Account Executive
Industry Banking
Experience
CoreLogic October 2013 - Present
Wells Fargo January 2013 - October 2013
Canal Capital LLC September 2011 - December 2012
Cantor Fitzgerald September 2010 - August 2011
Beltone Financial May 2009 - August 2010
Ellington Management Group April 2006 - March 2009
HSBC Securities December 2004 - March 2006
The Bank of New York January 2003 - November 2004
Arthur Andersen New York office August 1999 - December 2002
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Investments, Hedge Funds, Valuation, Portfolio Management, Private Equity, Trading, Bloomberg, Financial Modeling, Emerging Markets, Securities, Chartered Financial..., Islamic Finance..., FSA Authorized, Finance, Financial Analysis, Due Diligence, Market Data, Structured Finance, Structured Products
Education
George Mason University 1996 — 1999
Bachelor of Science (BSc), Finance
CAC
Bachelor of Science (B.S.), Finance
CoreLogic October 2013 - Present
Wells Fargo January 2013 - October 2013
Canal Capital LLC September 2011 - December 2012
Cantor Fitzgerald September 2010 - August 2011
Beltone Financial May 2009 - August 2010
Ellington Management Group April 2006 - March 2009
HSBC Securities December 2004 - March 2006
The Bank of New York January 2003 - November 2004
Arthur Andersen New York office August 1999 - December 2002
Skills
Equities, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Investments, Hedge Funds, Valuation, Portfolio Management, Private Equity, Trading, Bloomberg, Financial Modeling, Emerging Markets, Securities, Chartered Financial..., Islamic Finance..., FSA Authorized, Finance, Financial Analysis, Due Diligence, Market Data, Structured Finance, Structured Products
Education
George Mason University 1996 — 1999
Bachelor of Science (BSc), Finance
CAC
Bachelor of Science (B.S.), Finance
Monica Graham, MBA's The Bank of New York Experience August 2003 - January 2006
Job VP Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
JPMorgan Chase August 2007 - Present
AXA Equitable January 2007 - August 2007
Credit Suisse January 2006 - December 2006
The Bank of New York August 2003 - January 2006
Deutsche Bank October 1998 - August 2003
Merrill Lynch July 1996 - October 1998
Skills
SDLC, Project Portfolio..., Visio, Business Analysis, Risk Management, IT Strategy, Program Management, Vendor Management, Software Project..., Project Management, PMO, Process Improvement, MS Project
Education
Fordham Gabelli School of Business 2005 — 2010
MBA, Finance, Information Systems
Stevens Institute of Technology 1992 — 1996
BE, Engineering Management
Hillside High School
Thomas Rumore's The Bank of New York Experience 1969 - 1981
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
DEUTSCHE BANK 1999 - 2004
J.P. MORGAN 1996 - 1999
CITIBANK 1993 - 1996
MANUFACTURERS HANOVER/CHEMICAL 1989 - 1993
IRVING TRUST 1981 - 1989
THE BANK OF NEW YORK 1969 - 1981
Skills
Fixed Income, Wealth Management, Portfolio Management, Training, Equities, Capital Markets, Derivatives, Investment Banking, Asset Management, Securities, Hedge Funds, Alternative Investments, Bloomberg, Investments, Financial Services, Trading, Valuation, Banking, Back Office, Financial Risk, Asset Allocation
Education
Pace University 1971 — 1974
MBA, MANAGEMENT
Fordham University 1964 — 1968
BS, ECONOMICS
DEUTSCHE BANK 1999 - 2004
J.P. MORGAN 1996 - 1999
CITIBANK 1993 - 1996
MANUFACTURERS HANOVER/CHEMICAL 1989 - 1993
IRVING TRUST 1981 - 1989
THE BANK OF NEW YORK 1969 - 1981
Skills
Fixed Income, Wealth Management, Portfolio Management, Training, Equities, Capital Markets, Derivatives, Investment Banking, Asset Management, Securities, Hedge Funds, Alternative Investments, Bloomberg, Investments, Financial Services, Trading, Valuation, Banking, Back Office, Financial Risk, Asset Allocation
Education
Pace University 1971 — 1974
MBA, MANAGEMENT
Fordham University 1964 — 1968
BS, ECONOMICS
Cathy LaFalce's The Bank of New York Experience June 2000 - October 2006
Job Managing Director, Global Head of AML for Markets & Securities Svcs, Corporate & Investment Banking at Citi
Industry Banking
Experience
Citi January 2015 - Present
Citi October 2013 - December 2014
Barclays Capital September 2009 - October 2013
Citibank November 2006 - August 2009
The Bank of New York June 2000 - October 2006
Citibank June 1987 - May 2000
Bankers Trust November 1985 - June 1987
Office of the Comptroller of the Currency June 1983 - November 1985
Skills
AML, KYC, OFAC, Banking, Securities, Sanction, Commercial Banking, Operational Risk, Structured Finance, Derivatives, Operational Risk..., Financial Services, Bank Secrecy Act, Financial Markets, USA PATRIOT Act, Credit Risk, Risk Assessment, Financial Institutions, Enterprise Risk..., Financial Regulation, Securitization, Due Diligence, Anti Money Laundering, Risk Analysis
Education
Fordham University 1979 — 1983
Bachelor of Science (B.S.), Finance and Economics
Citi January 2015 - Present
Citi October 2013 - December 2014
Barclays Capital September 2009 - October 2013
Citibank November 2006 - August 2009
The Bank of New York June 2000 - October 2006
Citibank June 1987 - May 2000
Bankers Trust November 1985 - June 1987
Office of the Comptroller of the Currency June 1983 - November 1985
Skills
AML, KYC, OFAC, Banking, Securities, Sanction, Commercial Banking, Operational Risk, Structured Finance, Derivatives, Operational Risk..., Financial Services, Bank Secrecy Act, Financial Markets, USA PATRIOT Act, Credit Risk, Risk Assessment, Financial Institutions, Enterprise Risk..., Financial Regulation, Securitization, Due Diligence, Anti Money Laundering, Risk Analysis
Education
Fordham University 1979 — 1983
Bachelor of Science (B.S.), Finance and Economics
Tyler Cunningham, CFA's The Bank of New York Experience June 2006 - Present
Job Derivative Analyst at The Bank of New York
Industry Financial Services
Experience
The Bank of New York June 2006 - Present
Skills
Microsoft Excel, Risk Management, Credit, Asset Managment, Commodity, Middle Office, Data Analysis, Capital Markets, Hedge Funds, Structured Finance, Series 63, Trading, Market Data, Corporate Finance, Derivatives, Series 7, Finance, Bloomberg, Fixed Income, Equity Derivatives, Financial Analysis, Mutual Funds, Portfolio Management, Structured Products, Prime Brokerage, Bonds, Financial Services, Private Equity, Financial Reporting, Swaps, Investments, Securities, Alternative Investments, Accounting, Financial Risk, Credit Analysis, Mergers & Acquisitions, Equity Trading, Fund Accounting, Investment Banking, Financial Markets, Trading Systems, Banking, Options, Wealth Management, Financial Modeling, Strategic Financial..., Valuation, Due Diligence, Electronic Trading
Education
East China Normal University 2005 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business
Saint Lawrence University 2002 — 2006
BS, Math/Econ
The Bank of New York June 2006 - Present
Skills
Microsoft Excel, Risk Management, Credit, Asset Managment, Commodity, Middle Office, Data Analysis, Capital Markets, Hedge Funds, Structured Finance, Series 63, Trading, Market Data, Corporate Finance, Derivatives, Series 7, Finance, Bloomberg, Fixed Income, Equity Derivatives, Financial Analysis, Mutual Funds, Portfolio Management, Structured Products, Prime Brokerage, Bonds, Financial Services, Private Equity, Financial Reporting, Swaps, Investments, Securities, Alternative Investments, Accounting, Financial Risk, Credit Analysis, Mergers & Acquisitions, Equity Trading, Fund Accounting, Investment Banking, Financial Markets, Trading Systems, Banking, Options, Wealth Management, Financial Modeling, Strategic Financial..., Valuation, Due Diligence, Electronic Trading
Education
East China Normal University 2005 — 2006
Bachelor of Applied Science (B.A.Sc.), International Business
Saint Lawrence University 2002 — 2006
BS, Math/Econ
Joan Costello SPHR's The Bank of New York Experience 1989 - 1993
Job Human Resources Professional
Industry Human Resources
Experience
Simplifi HR Solutions December 2011 - Present
Network Global Logistics (HR International contract) August 2007 - May 2008
BH Thermal Corporation/BriskHeat June 2004 - August 2006
PurchasingFirst January 2001 - September 2002
Alvis House June 1999 - August 2000
The Bank of New York 1989 - 1993
Skills
Benefits Administration, HRIS, Employee Relations, Employee Benefits, Talent Management, Organizational..., Human Resources, Onboarding, Talent Acquisition, Recruiting, HR Consulting, Deferred Compensation, Succession Planning, Workforce Planning, FMLA, Career Development, New Hire Orientations, Interviews
Education
University of Delaware 1979 — 1983
B.A.
Franklin University
Simplifi HR Solutions December 2011 - Present
Network Global Logistics (HR International contract) August 2007 - May 2008
BH Thermal Corporation/BriskHeat June 2004 - August 2006
PurchasingFirst January 2001 - September 2002
Alvis House June 1999 - August 2000
The Bank of New York 1989 - 1993
Skills
Benefits Administration, HRIS, Employee Relations, Employee Benefits, Talent Management, Organizational..., Human Resources, Onboarding, Talent Acquisition, Recruiting, HR Consulting, Deferred Compensation, Succession Planning, Workforce Planning, FMLA, Career Development, New Hire Orientations, Interviews
Education
University of Delaware 1979 — 1983
B.A.
Franklin University
David Scola's The Bank of New York Experience September 2002 - October 2004
Job Managing Director at Barclays Bank
Industry Banking
Experience
Barclays April 2014 - Present
Barclays November 2011 - Present
Deutsche Bank October 2004 - November 2011
The Bank of New York September 2002 - October 2004
Skills
Capital Markets, Structured Finance, Investment Banking, Securities, Fixed Income, Emerging Markets, Hedge Funds, Securitization, Equities, Derivatives, Alternative Investments, Corporate Finance, Risk Management, Investments, Asset Management, Financial Services, Finance, Bonds, Financial Structuring, CRM, Portfolio Management, Banking, FX Options, Wealth Management, Relationship Management, Mergers & Acquisitions, Structured Products, Business Analysis, Financial Markets, Financial Institutions, AML, Credit Derivatives, Credit Risk, Financial Risk, Mutual Funds, Operational Risk, Private Banking
Education
School of Oriental and African Studies, U. of London 1995 — 1997
MSc, Development Studies
Georgetown University 1991 — 1995
BSFS, International Relations
Barclays April 2014 - Present
Barclays November 2011 - Present
Deutsche Bank October 2004 - November 2011
The Bank of New York September 2002 - October 2004
Skills
Capital Markets, Structured Finance, Investment Banking, Securities, Fixed Income, Emerging Markets, Hedge Funds, Securitization, Equities, Derivatives, Alternative Investments, Corporate Finance, Risk Management, Investments, Asset Management, Financial Services, Finance, Bonds, Financial Structuring, CRM, Portfolio Management, Banking, FX Options, Wealth Management, Relationship Management, Mergers & Acquisitions, Structured Products, Business Analysis, Financial Markets, Financial Institutions, AML, Credit Derivatives, Credit Risk, Financial Risk, Mutual Funds, Operational Risk, Private Banking
Education
School of Oriental and African Studies, U. of London 1995 — 1997
MSc, Development Studies
Georgetown University 1991 — 1995
BSFS, International Relations
Greg Shoemaker's The Bank of New York Experience 1997 - 1999
Job Sr. Financial Analyst at NiSource
Industry Utilities
Evan Glass's The Bank of New York Experience 1999 - 2004
Job Senior Vice President at US Bank
Industry Banking
Experience
US Bank January 2014 - Present
US Bank April 2009 - January 2014
HSBC October 2008 - April 2009
RBC Capital Markets July 2004 - October 2008
The Bank of New York 1999 - 2004
Skills
Portfolio Management, Insurance, Credit, Fixed Income, Capital Markets, Banking, Credit Analysis, Equities, Risk Management
Education
Emory University School of Law
Tufts University
US Bank January 2014 - Present
US Bank April 2009 - January 2014
HSBC October 2008 - April 2009
RBC Capital Markets July 2004 - October 2008
The Bank of New York 1999 - 2004
Skills
Portfolio Management, Insurance, Credit, Fixed Income, Capital Markets, Banking, Credit Analysis, Equities, Risk Management
Education
Emory University School of Law
Tufts University
Arnold Barnes's The Bank of New York Experience May 1997 - September 2002
Job Chief Financial Officer & Chief Compliance Officer at P.A.W. Capital Partners
Industry Investment Management
Experience
P.A.W. Capital Partners, LP May 2006 - Present
GlobeOp Financial Services 2001 - 2006
The Bank of New York May 1997 - September 2002
Skills
Accounts Receivable, Performance Measurement, Transfer Agency, Accounts Payable, Microsoft Excel, Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Mutual Funds, Investments, Capital Markets, Investor Relations, Asset Management, Fixed Income, Equities, Financial Analysis, Financial Services, Securities
Education
Fordham University 1992 — 1997
BS, Accounting
P.A.W. Capital Partners, LP May 2006 - Present
GlobeOp Financial Services 2001 - 2006
The Bank of New York May 1997 - September 2002
Skills
Accounts Receivable, Performance Measurement, Transfer Agency, Accounts Payable, Microsoft Excel, Hedge Funds, Fund Administration, Fund Accounting, Fund Of Funds, Mutual Funds, Investments, Capital Markets, Investor Relations, Asset Management, Fixed Income, Equities, Financial Analysis, Financial Services, Securities
Education
Fordham University 1992 — 1997
BS, Accounting
Patrick Boyer's The Bank of New York Experience March 2001 - March 2009
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital February 2011 - Present
Barclays Capital March 2009 - February 2011
The Bank of New York March 2001 - March 2009
US Army 1990 - 2000
Skills
Bonds, Capital Markets, Investment Banking, Management
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Mechanical Engineering
Staples High School 1982 — 1986
Barclays Capital February 2011 - Present
Barclays Capital March 2009 - February 2011
The Bank of New York March 2001 - March 2009
US Army 1990 - 2000
Skills
Bonds, Capital Markets, Investment Banking, Management
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Mechanical Engineering
Staples High School 1982 — 1986
Kara Leibel's The Bank of New York Experience 2002 - 2005
Job Investment Banking at IMS Health Capital, Inc.
Industry Investment Banking
Experience
IMS Health Capital, Inc. April 2014 - Present
IMS Consulting Group January 2012 - April 2014
IMS Consulting Group October 2009 - December 2011
IMS Consulting (Health care strategy, formerly Cambridge Pharma Consultancy) 2008 - 2008
Deutsche Bank 2005 - 2007
The Bank of New York 2002 - 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Health Sector Management
Middlebury College 1998 — 2002
BA, Economics
IMS Health Capital, Inc. April 2014 - Present
IMS Consulting Group January 2012 - April 2014
IMS Consulting Group October 2009 - December 2011
IMS Consulting (Health care strategy, formerly Cambridge Pharma Consultancy) 2008 - 2008
Deutsche Bank 2005 - 2007
The Bank of New York 2002 - 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (MBA), Health Sector Management
Middlebury College 1998 — 2002
BA, Economics
Merry Anne Crooke's The Bank of New York Experience July 2006 - July 2008
Job New Patient Coordinator at Edwards & Cavendish P.A.
Industry Health, Wellness and Fitness
Experience
Edwards & Cavendish P.A. August 2012 - Present
The Bank of New York July 2006 - July 2008
Education
Florida State University 1996 — 2000
Edwards & Cavendish P.A. August 2012 - Present
The Bank of New York July 2006 - July 2008
Education
Florida State University 1996 — 2000
Walter Douglas, CPA's The Bank of New York Experience 1995 - 1998
Job Financial Services Executive
Industry Financial Services
Experience
Take Two LLC February 2011 - Present
First National Bank of Omaha October 2005 - February 2008
JP MorganChase January 1998 - August 2004
The Bank of New York 1995 - 1998
BNY Mellon 1983 - 1993
Education
Fordham University 1971 — 1975
BS, Accounting
Take Two LLC February 2011 - Present
First National Bank of Omaha October 2005 - February 2008
JP MorganChase January 1998 - August 2004
The Bank of New York 1995 - 1998
BNY Mellon 1983 - 1993
Education
Fordham University 1971 — 1975
BS, Accounting
Glenn Ohl's The Bank of New York Experience September 1992 - September 1995
Job Chief Financial Officer at Aspen Capital LLC
Industry Banking
Experience
Aspen Capital LLC June 2012 - Present
IBM July 2010 - July 2011
Pacific Savings Bancorp February 2009 - April 2010
Credit Suisse July 2004 - February 2009
Washington Mutual May 2000 - May 2004
Wilshire Financial October 1996 - April 2000
Indymac Bank September 1995 - October 1996
The Bank of New York September 1992 - September 1995
Great Lakes Bancorp August 1991 - September 1992
CityFed Mortgage Company February 1988 - May 1991
Skills
Financial Analysis, Credit Analysis, Capital Markets, Budgets, Strategic Planning, Business Strategy, IPO, Securitization, Regulations, Risk Management, Accounting, Banking, Financial Reporting, Mergers, Financial Modeling, Mergers & Acquisitions, Auditing, Portfolio Management, Credit, Mortgage Lending, Mortgage Banking, Management, Due Diligence, Leadership, Executive Management, Corporate Finance, Loans, Investments, Financial Risk, Cash Management, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1978 — 1983
Master of Business Administration (MBA), Finance
Franklin & Marshall College 1972 — 1976
BA, Accounting
Aspen Capital LLC June 2012 - Present
IBM July 2010 - July 2011
Pacific Savings Bancorp February 2009 - April 2010
Credit Suisse July 2004 - February 2009
Washington Mutual May 2000 - May 2004
Wilshire Financial October 1996 - April 2000
Indymac Bank September 1995 - October 1996
The Bank of New York September 1992 - September 1995
Great Lakes Bancorp August 1991 - September 1992
CityFed Mortgage Company February 1988 - May 1991
Skills
Financial Analysis, Credit Analysis, Capital Markets, Budgets, Strategic Planning, Business Strategy, IPO, Securitization, Regulations, Risk Management, Accounting, Banking, Financial Reporting, Mergers, Financial Modeling, Mergers & Acquisitions, Auditing, Portfolio Management, Credit, Mortgage Lending, Mortgage Banking, Management, Due Diligence, Leadership, Executive Management, Corporate Finance, Loans, Investments, Financial Risk, Cash Management, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1978 — 1983
Master of Business Administration (MBA), Finance
Franklin & Marshall College 1972 — 1976
BA, Accounting
Richard Schilling's The Bank of New York Experience May 1986 - January 1988
Job Open to opportunities and seeking a new fulltime position, currently selfemployed as an eldercare manager
Industry Financial Services
Experience
Self-employed/Freelance Eldercare and Estate Manager July 2011 - Present
Department of Commerce, U.S. Census Bureau, New York Regional Office December 2013 - May 2015
SunGard Data Systems June 2007 - October 2011
JP Morgan January 1988 - May 2007
The Bank of New York May 1986 - January 1988
Skills
Customer Relations, Salesforce.com, New Business Development, Strategic Planning, Excel, Microsoft Excel, Customer Service, Business Analysis, Business Strategy, CRM, Leadership, Management, Risk Management, Training, Analysis, Budgets, Financial Services, Program Management, Banking, Sales Management, Business Development, Sales Operations, Strategy, Marketing Strategy, Marketing, Selling, Insurance, Account Management, Human Resources, Relationship Management, Sales, Solution Selling, Business Process..., Corporate Actions, Finance, Securities, Back Office, Collateral Management, Operations Management, Change Management, Team Building, Vendor Management, Project Management, Process Improvement, Management Consulting, Strategic Partnerships, Team Management, Product Management, Direct Sales, Electronic Trading
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Marketing
Saint John's University 1982 — 1986
BS, Marketing
Poly Prep Country Day School 1978 — 1982
Self-employed/Freelance Eldercare and Estate Manager July 2011 - Present
Department of Commerce, U.S. Census Bureau, New York Regional Office December 2013 - May 2015
SunGard Data Systems June 2007 - October 2011
JP Morgan January 1988 - May 2007
The Bank of New York May 1986 - January 1988
Skills
Customer Relations, Salesforce.com, New Business Development, Strategic Planning, Excel, Microsoft Excel, Customer Service, Business Analysis, Business Strategy, CRM, Leadership, Management, Risk Management, Training, Analysis, Budgets, Financial Services, Program Management, Banking, Sales Management, Business Development, Sales Operations, Strategy, Marketing Strategy, Marketing, Selling, Insurance, Account Management, Human Resources, Relationship Management, Sales, Solution Selling, Business Process..., Corporate Actions, Finance, Securities, Back Office, Collateral Management, Operations Management, Change Management, Team Building, Vendor Management, Project Management, Process Improvement, Management Consulting, Strategic Partnerships, Team Management, Product Management, Direct Sales, Electronic Trading
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Marketing
Saint John's University 1982 — 1986
BS, Marketing
Poly Prep Country Day School 1978 — 1982
Kenneth Mitchell's The Bank of New York Experience 1990 - 2004
Job Senior Vice President & Director of Healthcare Financing at Popular Community Bank
Industry Banking
Experience
Popular Community Bank September 2014 - Present
M&T Bank March 2005 - September 2014
Commerce Bank 2004 - 2005
The Bank of New York 1990 - 2004
Skills
Asset Based Lending, Asset Management, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit Analysis, Credit, Due Diligence, Finance
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
Pace University - Lubin School of Business
Bachelor of Business Administration, Business Administration and Management, General
Popular Community Bank September 2014 - Present
M&T Bank March 2005 - September 2014
Commerce Bank 2004 - 2005
The Bank of New York 1990 - 2004
Skills
Asset Based Lending, Asset Management, Banking, Commercial Banking, Commercial Lending, Commercial Real Estate, Credit Analysis, Credit, Due Diligence, Finance
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
Pace University - Lubin School of Business
Bachelor of Business Administration, Business Administration and Management, General
Beth (Yap) Sheldon's The Bank of New York Experience June 1997 - June 1999
Job Senior Financial Analyst at Elizabeth Arden
Industry Accounting
Experience
Elizabeth Arden October 2011 - Present
Maialino March 2010 - July 2011
Goldman Sachs December 2006 - December 2008
Goldman Sachs December 2004 - November 2006
GE Commercial Finance June 1999 - November 2004
The Bank of New York June 1997 - June 1999
Skills
Accounting, Consolidation, Financial Reporting, Corporate Finance
Education
French Culinary Institute 2009 — 2010
Classic Culinary Arts
Fairfield University 1993 — 1997
BA, MBA, Accounting
Elizabeth Arden October 2011 - Present
Maialino March 2010 - July 2011
Goldman Sachs December 2006 - December 2008
Goldman Sachs December 2004 - November 2006
GE Commercial Finance June 1999 - November 2004
The Bank of New York June 1997 - June 1999
Skills
Accounting, Consolidation, Financial Reporting, Corporate Finance
Education
French Culinary Institute 2009 — 2010
Classic Culinary Arts
Fairfield University 1993 — 1997
BA, MBA, Accounting
Darryl Benjamin's The Bank of New York Experience 2000 - 2008
Job President/CEO at AB Green Cleaning Services LLC.
Industry Facilities Services
Experience
AB Green Cleaning Services LLC. January 2009 - Present
B-Trade Services August 2000 - January 2008
BNY ConvergEx 2000 - 2008
The Bank of New York 2000 - 2008
INVESCO 1993 - 1997
Education
Northeastern University 1984 — 1987
Business Management
Fitchburg State University
AB Green Cleaning Services LLC. January 2009 - Present
B-Trade Services August 2000 - January 2008
BNY ConvergEx 2000 - 2008
The Bank of New York 2000 - 2008
INVESCO 1993 - 1997
Education
Northeastern University 1984 — 1987
Business Management
Fitchburg State University
Simeon Locust's The Bank of New York Experience February 2006 - June 2007
Job IT Infrastructure Consultant at WSP | Parsons Brinckerhoff
Industry Information Technology and Services
Experience
Deutsche Bank January 2013 - August 2014
Duetsche Bank May 2011 - December 2012
Horizon Blue Cross Blue Shield of New Jersey February 2010 - June 2011
Citigroup July 2008 - April 2009
Novartis Pharmaceuticals Corporation June 2007 - July 2008
The Bank of New York February 2006 - June 2007
JPMorgan Chase June 2001 - January 2006
Skills
VMware, Active Directory, Windows Server, Disaster Recovery, Servers, Data Center, VMware ESX, SAN, Virtualization, Network Administration, Troubleshooting, Security, Cluster, HP, Infrastructure, System Deployment
Education
Ramapo College of New Jersey
Bachelor of Science (B.S.), Information Systems
Essex County College
Associate of Science (A.S.), Computer Information Systems
Deutsche Bank January 2013 - August 2014
Duetsche Bank May 2011 - December 2012
Horizon Blue Cross Blue Shield of New Jersey February 2010 - June 2011
Citigroup July 2008 - April 2009
Novartis Pharmaceuticals Corporation June 2007 - July 2008
The Bank of New York February 2006 - June 2007
JPMorgan Chase June 2001 - January 2006
Skills
VMware, Active Directory, Windows Server, Disaster Recovery, Servers, Data Center, VMware ESX, SAN, Virtualization, Network Administration, Troubleshooting, Security, Cluster, HP, Infrastructure, System Deployment
Education
Ramapo College of New Jersey
Bachelor of Science (B.S.), Information Systems
Essex County College
Associate of Science (A.S.), Computer Information Systems
Taugh Lynch's The Bank of New York Experience 1989 - 1992
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
JPMorgan Vice PresidentJPMorgan Chase2008 - Present
Jefferies & Company 2006 - 2008
Commerzbank 2003 - 2005
State Street Bank 2002 - 2003
Deutsche Bank 2000 - 2002
Bankers Trust Company 1992 - 2000
The Bank of New York 1989 - 1992
Skills
Bloomberg, Repossessions, Securities Lending, Equities, Trading, Sales, Securities, Fixed Income, Series 7, Hedge Funds, Settlement, Capital Markets, Prime Brokerage
Education
Fordham University 1981 — 1985
BA, English
Tara Gilman's The Bank of New York Experience September 2006 - March 2007
Job Assistant Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase September 2006 - Present
The Bank of New York September 2006 - March 2007
The Bank of New York September 2005 - September 2006
The Bank of New York May 2000 - September 2005
The Bank of New York September 1998 - May 2000
Education
Dutchess Community College 1998 — 2001
Englis
JPMorgan Chase September 2006 - Present
The Bank of New York September 2006 - March 2007
The Bank of New York September 2005 - September 2006
The Bank of New York May 2000 - September 2005
The Bank of New York September 1998 - May 2000
Education
Dutchess Community College 1998 — 2001
Englis
Ron Gale's The Bank of New York Experience 1982 - 1992
Job Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets 1998 - Present
Sumitomo Mitsui Banking Corporation 1992 - 1998
IBJ Schroeder Bank & Trust 1989 - 1992
The Bank of New York 1982 - 1992
Skills
Private Equity, Investment Banking, Capital Markets, Equities, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Venture Capital, Insurance, Corporate Development, Portfolio Management, Equity Research, Investments, Financial Analysis, Bloomberg, Fixed Income
Education
Tufts University 1978 — 1982
BA, International Relations, Economics
Georgetown University 1981 — 1981
Russian Language Studies
The Hill School 1975 — 1978
Prep School
The Rumson Country Day School 1968 — 1975
Elementary School
KeyBanc Capital Markets 1998 - Present
Sumitomo Mitsui Banking Corporation 1992 - 1998
IBJ Schroeder Bank & Trust 1989 - 1992
The Bank of New York 1982 - 1992
Skills
Private Equity, Investment Banking, Capital Markets, Equities, Structured Finance, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Placements, Venture Capital, Insurance, Corporate Development, Portfolio Management, Equity Research, Investments, Financial Analysis, Bloomberg, Fixed Income
Education
Tufts University 1978 — 1982
BA, International Relations, Economics
Georgetown University 1981 — 1981
Russian Language Studies
The Hill School 1975 — 1978
Prep School
The Rumson Country Day School 1968 — 1975
Elementary School
Ed Rieger's The Bank of New York Experience 1989 - 2001
Job SVPDirector of Consultant Relations at Cohen & Steers
Industry Investment Management
Experience
Cohen & Steers January 2006 - Present
J. & W. Seligman February 2001 - January 2006
The Bank of New York 1989 - 2001
Education
Hamilton College 1981 — 1985
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
Cohen & Steers January 2006 - Present
J. & W. Seligman February 2001 - January 2006
The Bank of New York 1989 - 2001
Education
Hamilton College 1981 — 1985
BA, Economics
Fordham Gabelli School of Business
MBA, Finance
Suzanne Franco's The Bank of New York Experience September 2006 - March 2007
Job Vice President & Corporate Secretary at TD Securities (USA) LLC
Industry Financial Services
Experience
TD Securities (USA) LLC November 2012 - Present
TD Securities (USA) LLC April 2007 - Present
The Bank of New York September 2006 - March 2007
Lucent Technologies Inc. 1998 - 2006
AT&T 1993 - 1998
Skills
Compliance, Sanctions, Securities, Legal Research, Litigation
Education
Fairleigh Dickinson University 1992 — 1993
Paralegal Certificate
New Jersey City University 1989 — 1992
BS, Criminal Justice
TD Securities (USA) LLC November 2012 - Present
TD Securities (USA) LLC April 2007 - Present
The Bank of New York September 2006 - March 2007
Lucent Technologies Inc. 1998 - 2006
AT&T 1993 - 1998
Skills
Compliance, Sanctions, Securities, Legal Research, Litigation
Education
Fairleigh Dickinson University 1992 — 1993
Paralegal Certificate
New Jersey City University 1989 — 1992
BS, Criminal Justice
Jamie Kudrako's The Bank of New York Experience 2002 - 2004
Job Senior Vice President at Ares Management
Industry Capital Markets
Experience
Ares Management December 2008 - Present
Swiss Re June 2004 - August 2008
The Bank of New York 2002 - 2004
Morgan Stanley 1998 - 2002
Skills
Fixed Income, Capital Markets, Derivatives, Alternative Investments, Investments, Asset Management
Education
Fordham Gabelli School of Business
MBA, Finance & Business Economics
Susquehanna University
Bachelor of Science (B.S.), Business Administration
Wyoming Area High School
Ares Management December 2008 - Present
Swiss Re June 2004 - August 2008
The Bank of New York 2002 - 2004
Morgan Stanley 1998 - 2002
Skills
Fixed Income, Capital Markets, Derivatives, Alternative Investments, Investments, Asset Management
Education
Fordham Gabelli School of Business
MBA, Finance & Business Economics
Susquehanna University
Bachelor of Science (B.S.), Business Administration
Wyoming Area High School
Elizabeth A. Baulch's The Bank of New York Experience May 1997 - June 2006
Job Managing Director/Chief of Staff US Asset Servicing & Alternative Investment Services at BNY Mellon
Industry Banking
Experience
BNY Mellon February 2012 - Present
BNY Mellon Asset Servicing 2009 - February 2012
The Bank of New York Mellon March 2008 - June 2009
BNY Mellon July 2006 - March 2008
The Bank of New York May 1997 - June 2006
The Bank of New York July 1992 - September 1993
Skills
Fixed Income, Financial Services, Derivatives, Investments, Project Management, Relationship Management, Corporate Actions, Bloomberg, Equities, Global Custody, Hedge Funds, Securities, Mutual Funds, Asset Management, Alternative Investments, Capital Markets, Leadership
Education
Fordham University 1988 — 1992
BA, Economics
BNY Mellon February 2012 - Present
BNY Mellon Asset Servicing 2009 - February 2012
The Bank of New York Mellon March 2008 - June 2009
BNY Mellon July 2006 - March 2008
The Bank of New York May 1997 - June 2006
The Bank of New York July 1992 - September 1993
Skills
Fixed Income, Financial Services, Derivatives, Investments, Project Management, Relationship Management, Corporate Actions, Bloomberg, Equities, Global Custody, Hedge Funds, Securities, Mutual Funds, Asset Management, Alternative Investments, Capital Markets, Leadership
Education
Fordham University 1988 — 1992
BA, Economics
Elspeth England's The Bank of New York Experience July 1987 - December 1990
Job Managing Director at Regions Business Capital
Industry Banking
Experience
Regions Business Capital March 2015 - Present
Elements Massage Buckhead March 2013 - February 2015
Wachovia Bank, N.A. April 1991 - November 2004
The Bank of New York July 1987 - December 1990
Skills
Portfolio Management, Investments, Banking, Risk Management, Loans, Credit, Microsoft Office, Social Media
Education
Duke University 1978 — 1982
AB, Economics
Regions Business Capital March 2015 - Present
Elements Massage Buckhead March 2013 - February 2015
Wachovia Bank, N.A. April 1991 - November 2004
The Bank of New York July 1987 - December 1990
Skills
Portfolio Management, Investments, Banking, Risk Management, Loans, Credit, Microsoft Office, Social Media
Education
Duke University 1978 — 1982
AB, Economics
Michael Silvestri's The Bank of New York Experience September 1998 - April 2000
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup October 2000 - Present
JP Morgan April 2000 - October 2000
The Bank of New York September 1998 - April 2000
Deloitte & Touche August 1995 - January 1998
Skills
Due Diligence, Financial Risk, Budgets, Risk Management, Analysis, Credit Risk, Equities, Fixed Income, Banking, Accounting, Corporate Finance, Management
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Saint Peter's University 1992 — 1996
MS, Accounting
Citigroup October 2000 - Present
JP Morgan April 2000 - October 2000
The Bank of New York September 1998 - April 2000
Deloitte & Touche August 1995 - January 1998
Skills
Due Diligence, Financial Risk, Budgets, Risk Management, Analysis, Credit Risk, Equities, Fixed Income, Banking, Accounting, Corporate Finance, Management
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Saint Peter's University 1992 — 1996
MS, Accounting
Phillip Keefe's The Bank of New York Experience May 1986 - January 2001
Job Director, Mercy College
Industry Nonprofit Organization Management
Experience
Philanthropic Planning Group of Greater New York July 2013 - Present
Mercy College January 2012 - Present
Manhattan College April 2010 - May 2015
Lakeland Financial Services November 2010 - December 2011
JP Morgan Chase October 2009 - November 2010
BNY Mellon Charitable Gift Services January 2001 - October 2009
The Bank of New York May 1986 - January 2001
Skills
Evaluating area of..., Investigates needs,..., Adept at building..., Plannning, Philanthropy, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Portfolio Management, Fundraising, Financial Services, Wealth, Planned Giving, Investment Management, Nonprofits, Securities, High Net Worth..., Investment Strategies, New Business Development, Charities, Wealth Management..., Strategic Planning, Endowments, Leadership, Relationship Management, Executive Management, Annual Giving, Retirement Planning, Training, Asset Allocation, Financial Modeling, Stewardship, Management, Estate Planning, Fixed Annuities
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Bachelor of Science, Finance & Marketing
The Wheatley School
Philanthropic Planning Group of Greater New York July 2013 - Present
Mercy College January 2012 - Present
Manhattan College April 2010 - May 2015
Lakeland Financial Services November 2010 - December 2011
JP Morgan Chase October 2009 - November 2010
BNY Mellon Charitable Gift Services January 2001 - October 2009
The Bank of New York May 1986 - January 2001
Skills
Evaluating area of..., Investigates needs,..., Adept at building..., Plannning, Philanthropy, Wealth Management, Investments, Strategic Financial..., Series 7, Retirement, Portfolio Management, Fundraising, Financial Services, Wealth, Planned Giving, Investment Management, Nonprofits, Securities, High Net Worth..., Investment Strategies, New Business Development, Charities, Wealth Management..., Strategic Planning, Endowments, Leadership, Relationship Management, Executive Management, Annual Giving, Retirement Planning, Training, Asset Allocation, Financial Modeling, Stewardship, Management, Estate Planning, Fixed Annuities
Education
Fordham University - Graduate School of Business Administration
Manhattan College
Bachelor of Science, Finance & Marketing
The Wheatley School
Ron Jendzejec's The Bank of New York Experience 1994 - 1999
Job Vice President at Morgan Stanley & Co.
Industry Banking
Experience
Morgan Stanley & Co. March 2011 - Present
Birchwood Swim and Tennis Club, Inc. 2008 - 2014
Carver Federal Savings Bank May 2009 - April 2011
The Bank of New York Mellon 1999 - 2009
The Bank of New York 1994 - 1999
Fleet Bank 1991 - 1994
Dollar Dry Dock Bank 1988 - 1991
Skills
Relationship Management, Business Development, Risk Management, Auditing, Cash Flow, Credit, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Loans, Portfolio Management, Underwriting, Mortgage Lending, Credit Analysis, Corporate Finance, Finance, Financial Modeling, Small Business Lending, Asset Managment
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Fairfield University 1982 — 1986
BS, Finance
Morgan Stanley & Co. March 2011 - Present
Birchwood Swim and Tennis Club, Inc. 2008 - 2014
Carver Federal Savings Bank May 2009 - April 2011
The Bank of New York Mellon 1999 - 2009
The Bank of New York 1994 - 1999
Fleet Bank 1991 - 1994
Dollar Dry Dock Bank 1988 - 1991
Skills
Relationship Management, Business Development, Risk Management, Auditing, Cash Flow, Credit, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Loans, Portfolio Management, Underwriting, Mortgage Lending, Credit Analysis, Corporate Finance, Finance, Financial Modeling, Small Business Lending, Asset Managment
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Fairfield University 1982 — 1986
BS, Finance
Ronald Ponzoni's The Bank of New York Experience June 1995 - November 1997
Job Financial Accounting Professional
Industry Financial Services
Experience
............................... March 2012 - Present
Edelman 2011 - 2011
US Census Bureau 2010 - 2010
JPMorgan Chase June 1999 - 2009
UPRR, LLC November 1997 - June 1999
The Bank of New York June 1995 - November 1997
Skills
Hedge Funds, Equities, Asset Managment, Alternative Investments, Fund Of Funds, Financial Analysis, Fixed Income, AML, Investments, Derivatives, Mutual Funds, Financial Modeling, Valuation, Private Equity, Risk Management
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Political Science
............................... March 2012 - Present
Edelman 2011 - 2011
US Census Bureau 2010 - 2010
JPMorgan Chase June 1999 - 2009
UPRR, LLC November 1997 - June 1999
The Bank of New York June 1995 - November 1997
Skills
Hedge Funds, Equities, Asset Managment, Alternative Investments, Fund Of Funds, Financial Analysis, Fixed Income, AML, Investments, Derivatives, Mutual Funds, Financial Modeling, Valuation, Private Equity, Risk Management
Education
Fordham Gabelli School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics, Political Science
Philip Goldfarb's The Bank of New York Experience November 1995 - February 1997
Job Senior Trader at Richard Bernstein Advisors
Industry Investment Management
Experience
Richard Bernstein Advisors August 2014 - Present
Charles River Development October 2013 - August 2014
Barclays December 2012 - April 2013
Wealth and Investment Management at Barclays May 2012 - December 2012
Richard Bernstein Advisors LLC May 2010 - November 2011
Goldman Sachs Asset Management February 1997 - February 2009
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Equity Trading, Trading Systems, Electronic Trading, Asset Management, Fixed Income, Global Equity Trading, Global Equity Program..., Charles River IMS, Algos & ATS, Soft $ Management, Operations, Project Management, Change Management, Order Management System..., FIX, Capital Markets, REITs, Real Estate Economics, Investment Banking, Portfolio Management, Hedge Funds, Options, Back Office, Derivatives, ETFs, Settlement, Prime Brokerage, Trading Strategies, Mutual Funds, Investment Management, Alternative Investments, Investments, Securities, Equity Capital Markets, Program Trading
Education
New York University 2007 — 2010
Master's, Real Estate Finance
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance
State University of New York at Albany 1991 — 1995
BA
Richard Bernstein Advisors August 2014 - Present
Charles River Development October 2013 - August 2014
Barclays December 2012 - April 2013
Wealth and Investment Management at Barclays May 2012 - December 2012
Richard Bernstein Advisors LLC May 2010 - November 2011
Goldman Sachs Asset Management February 1997 - February 2009
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Equity Trading, Trading Systems, Electronic Trading, Asset Management, Fixed Income, Global Equity Trading, Global Equity Program..., Charles River IMS, Algos & ATS, Soft $ Management, Operations, Project Management, Change Management, Order Management System..., FIX, Capital Markets, REITs, Real Estate Economics, Investment Banking, Portfolio Management, Hedge Funds, Options, Back Office, Derivatives, ETFs, Settlement, Prime Brokerage, Trading Strategies, Mutual Funds, Investment Management, Alternative Investments, Investments, Securities, Equity Capital Markets, Program Trading
Education
New York University 2007 — 2010
Master's, Real Estate Finance
Fordham Gabelli School of Business 1999 — 2003
MBA, Finance
State University of New York at Albany 1991 — 1995
BA
Christopher Sturdy's The Bank of New York Experience October 2003 - June 2008
Job Senior Client Executive at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon June 2011 - May 2013
The Bank of New York Mellon June 2008 - June 2011
The Bank of New York October 2003 - June 2008
The Bank of New York December 1999 - October 2003
The Bank of New York February 1989 - November 1999
Irving Trust Company (London) June 1986 - January 1989
Irving Trust Company September 1982 - June 1986
Education
Duke University 1978 — 1982
BSc, Economics, Spanish
Shrewsbury School, UK 1971 — 1976
The Bank of New York Mellon June 2011 - May 2013
The Bank of New York Mellon June 2008 - June 2011
The Bank of New York October 2003 - June 2008
The Bank of New York December 1999 - October 2003
The Bank of New York February 1989 - November 1999
Irving Trust Company (London) June 1986 - January 1989
Irving Trust Company September 1982 - June 1986
Education
Duke University 1978 — 1982
BSc, Economics, Spanish
Shrewsbury School, UK 1971 — 1976
Andrew Steciw's The Bank of New York Experience September 1986 - August 1997
Job Vice President Global ITSourcing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1999 - May 2015
Bankers Trust - New York September 1997 - August 1999
The Bank of New York September 1986 - August 1997
Skills
eSourcing, Vendor Management, E-procurement, Risk Management, Strategic Sourcing, Outsourcing, Business Analysis, Sourcing, Project Management, Change Management, Contract Negotiation, Business Strategy, Strategic Planning, Management, Program Management, Strategy, Telecommunications, Supply Management, IT Strategy, Analysis, Governance, Process Improvement, Leadership, Finance, Information Technology
Education
Fairleigh Dickinson University 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Newark 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley August 1999 - May 2015
Bankers Trust - New York September 1997 - August 1999
The Bank of New York September 1986 - August 1997
Skills
eSourcing, Vendor Management, E-procurement, Risk Management, Strategic Sourcing, Outsourcing, Business Analysis, Sourcing, Project Management, Change Management, Contract Negotiation, Business Strategy, Strategic Planning, Management, Program Management, Strategy, Telecommunications, Supply Management, IT Strategy, Analysis, Governance, Process Improvement, Leadership, Finance, Information Technology
Education
Fairleigh Dickinson University 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
Rutgers, The State University of New Jersey-Newark 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
Joy Budzinski's The Bank of New York Experience December 2001 - August 2006
Job Principal at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds May 2009 - Present
RS Investments August 2006 - April 2009
The Bank of New York December 2001 - August 2006
Allianz of America March 1999 - December 2001
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Finance
Rider University 1986 — 1990
BS, Finance
OppenheimerFunds May 2009 - Present
RS Investments August 2006 - April 2009
The Bank of New York December 2001 - August 2006
Allianz of America March 1999 - December 2001
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Finance
Rider University 1986 — 1990
BS, Finance
Christine Kelland's The Bank of New York Experience August 2000 - November 2007
Job Administrative Assistant Dock Street Asset Mgmt
Industry Financial Services
Experience
Dock Street Asset Management November 2012 - Present
BNY Mellon Wealth Management November 2007 - April 2011
The Bank of New York August 2000 - November 2007
RBS Greenwich Capital August 1997 - January 1999
Skills
Microsoft Excel, Event Planning, Banking, New Business Development, PowerPoint, Business Development, Sales, Time Management, Customer Service, Leadership, Management, Marketing, Budgets, Microsoft Office, Retail
Education
New York School of Interior Design 1988 — 1990
Interior Design
Fashion Institute of Technology 1986 — 1988
Fashion Buying and Merchandising
University of Hartford 1985 — 1986
Liberal Arts/Drama
Dock Street Asset Management November 2012 - Present
BNY Mellon Wealth Management November 2007 - April 2011
The Bank of New York August 2000 - November 2007
RBS Greenwich Capital August 1997 - January 1999
Skills
Microsoft Excel, Event Planning, Banking, New Business Development, PowerPoint, Business Development, Sales, Time Management, Customer Service, Leadership, Management, Marketing, Budgets, Microsoft Office, Retail
Education
New York School of Interior Design 1988 — 1990
Interior Design
Fashion Institute of Technology 1986 — 1988
Fashion Buying and Merchandising
University of Hartford 1985 — 1986
Liberal Arts/Drama
Veeno Suchdeve's The Bank of New York Experience July 2005 - December 2006
Job Empowering Consumer & Entrepreneurs To Combat Energy Costs & Create Personal Wealth Paths In The Energy Industry
Industry Real Estate
Experience
VS Froyo Inc August 2011 - July 2013
CSV Capital November 2010 - February 2011
CAPITAL ONE BANK June 2008 - October 2010
PYRAMID REALTY GROUP June 2007 - December 2007
The Bank of New York July 2005 - December 2006
Skills
Finance, Financial Modeling, Financial Analysis, Real Estate, Investments, Mortgage Lending, Due Diligence, Commercial Real Estate, Financial Reporting, Portfolio Management, Banking, Loans, Credit, Investment Properties, Risk Management, Direct Sales, Sales, Networking, Personal Development, Personal Training, Coaching
Education
Landmark Worldwide 2013 — 2015
Leadership Training & Development Program, Professional Development
CCIM 2009 — 2009
CCIM, Commerical Real Estate
2007. Florida International University, Chapman Graduate School of Business 2007 — 2007
MS, International Real Estate
Florida International University 2007 — 2007
MS, Int'l Real Estate
2006. Hofstra University, Frank G. Zarb School of Business 2004 — 2006
BBA, Finance
Hofstra University 2004 — 2006
BBA, Finance
VS Froyo Inc August 2011 - July 2013
CSV Capital November 2010 - February 2011
CAPITAL ONE BANK June 2008 - October 2010
PYRAMID REALTY GROUP June 2007 - December 2007
The Bank of New York July 2005 - December 2006
Skills
Finance, Financial Modeling, Financial Analysis, Real Estate, Investments, Mortgage Lending, Due Diligence, Commercial Real Estate, Financial Reporting, Portfolio Management, Banking, Loans, Credit, Investment Properties, Risk Management, Direct Sales, Sales, Networking, Personal Development, Personal Training, Coaching
Education
Landmark Worldwide 2013 — 2015
Leadership Training & Development Program, Professional Development
CCIM 2009 — 2009
CCIM, Commerical Real Estate
2007. Florida International University, Chapman Graduate School of Business 2007 — 2007
MS, International Real Estate
Florida International University 2007 — 2007
MS, Int'l Real Estate
2006. Hofstra University, Frank G. Zarb School of Business 2004 — 2006
BBA, Finance
Hofstra University 2004 — 2006
BBA, Finance
Andrews Amankwah's The Bank of New York Experience 2004 - 2007
Job Vice President at BNYM
Industry Banking
Experience
BNYM Vice PresidentBank of New York Mellon2000 - Present
Societe Generale 2011 - 2012
The Bank of New York 2004 - 2007
The Vanguard Group July 1996 - February 2000
Skills
Sarbanes-Oxley Act, Data Analysis, Alternative Investments, Customer Service
Education
Eastern University 1993 — 1996
MBA, Finance
BNYM Vice PresidentBank of New York Mellon2000 - Present
Societe Generale 2011 - 2012
The Bank of New York 2004 - 2007
The Vanguard Group July 1996 - February 2000
Skills
Sarbanes-Oxley Act, Data Analysis, Alternative Investments, Customer Service
Education
Eastern University 1993 — 1996
MBA, Finance
Roydell Carroll's The Bank of New York Experience June 1996 - October 2006
Job Vice President at Banco Popular North America
Industry Financial Services
Experience
Banco Popular North America October 2006 - Present
The Bank of New York June 1996 - October 2006
Education
Fordham Gabelli School of Business
MBA, Finance
Banco Popular North America October 2006 - Present
The Bank of New York June 1996 - October 2006
Education
Fordham Gabelli School of Business
MBA, Finance
Christine Belbusti's The Bank of New York Experience February 1993 - June 1998
Job Director at Deutsche Bank Securities
Industry Banking
Experience
Deutsche Bank October 2000 - Present
Dime Community Bancshares July 1998 - October 2000
The Bank of New York February 1993 - June 1998
Haines Lundberg Waehler June 1988 - August 1990
Education
Fordham University - Graduate School of Business Administration
MBA, Finanace
Pratt Institute
Bachelor of Architecture, Architecture
Deutsche Bank October 2000 - Present
Dime Community Bancshares July 1998 - October 2000
The Bank of New York February 1993 - June 1998
Haines Lundberg Waehler June 1988 - August 1990
Education
Fordham University - Graduate School of Business Administration
MBA, Finanace
Pratt Institute
Bachelor of Architecture, Architecture
Alex Rubens ∴'s The Bank of New York Experience July 1983 - July 1989
Job IT Infrastructure Architect Specializing in Data Center facilities, middleware, storage and Secure Computing on OpenVMS
Industry Information Technology and Services
Experience
BNY Mellon September 2013 - August 2014
CDI Corporation November 2012 - September 2013
Talent Logic Inc. 2011 - November 2012
Citi Group August 2000 - December 2010
Cotelligent September 1999 - July 2000
Plus Integration July 1996 - September 1999
Credit Suisse July 1990 - July 1996
Security Pacific Bank July 1989 - July 1990
The Bank of New York July 1983 - July 1989
Skills
Open VMS Operating..., Mac OS X, Linux, Unix, z/OS, Websphere MQ, Connect Direct, SSH, TCP/IP, SNA, RJE, SSL, DCL, Bash, REXX, Fortran, COBOL, C, Assembly, ACL, RACF, RAID, Disaster Recovery, Operating Systems, Symmetrix, WebSphere MQ, OS X, High Availability, Troubleshooting, Servers, IT Operations, VMS, Data Center, AIX, Access Lists, Cloud Computing, Databases, IBM AIX, Infrastructure, Security, Information Technology
Education
Stevens Institute of Technology 2006 — 2012
MS, Computer Science
Rutgers, The State University of New Jersey-Newark 1985 — 1988
B.A., Computer Science
Fairleigh Dickinson University
Nutley High School
BNY Mellon September 2013 - August 2014
CDI Corporation November 2012 - September 2013
Talent Logic Inc. 2011 - November 2012
Citi Group August 2000 - December 2010
Cotelligent September 1999 - July 2000
Plus Integration July 1996 - September 1999
Credit Suisse July 1990 - July 1996
Security Pacific Bank July 1989 - July 1990
The Bank of New York July 1983 - July 1989
Skills
Open VMS Operating..., Mac OS X, Linux, Unix, z/OS, Websphere MQ, Connect Direct, SSH, TCP/IP, SNA, RJE, SSL, DCL, Bash, REXX, Fortran, COBOL, C, Assembly, ACL, RACF, RAID, Disaster Recovery, Operating Systems, Symmetrix, WebSphere MQ, OS X, High Availability, Troubleshooting, Servers, IT Operations, VMS, Data Center, AIX, Access Lists, Cloud Computing, Databases, IBM AIX, Infrastructure, Security, Information Technology
Education
Stevens Institute of Technology 2006 — 2012
MS, Computer Science
Rutgers, The State University of New Jersey-Newark 1985 — 1988
B.A., Computer Science
Fairleigh Dickinson University
Nutley High School
Kenneth Ahrens's The Bank of New York Experience 1989 - 1993
Job Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2010 - Present
KPMG October 2009 - July 2010
Sovereign Bank June 2004 - September 2009
Fleet Bank 1993 - 2003
Bank of New York/Irving Trust Company August 1981 - September 1993
The Bank of New York 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1969 — 1971
MBA, Finance
Duke University 1965 — 1969
BA, Economics
Wells Fargo Bank 2010 - Present
KPMG October 2009 - July 2010
Sovereign Bank June 2004 - September 2009
Fleet Bank 1993 - 2003
Bank of New York/Irving Trust Company August 1981 - September 1993
The Bank of New York 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1969 — 1971
MBA, Finance
Duke University 1965 — 1969
BA, Economics
Leta Alexander's The Bank of New York Experience January 2007 - September 2010
Job Assistant Vice President of Trade Operations at GIC
Industry Financial Services
Experience
GIC January 2015 - Present
New York Life Investment Management October 2010 - January 2015
BNY Mellon June 2010 - October 2010
The Bank of New York January 2007 - September 2010
The Bank of New York June 2006 - December 2006
The Bank of New York May 2005 - February 2006
Skills
Account Reconciliation, Settlement, Accounting, Banking, Bloomberg, Equities, Fixed Income, Financial Services, Investments, Payments, Securities, Mutual Funds, Finance, FX Options, Derivatives, Capital Markets, Risk Management, Trading
Education
Fordham University 2002 — 2006
B.S, Finance
LIU Brooklyn
GIC January 2015 - Present
New York Life Investment Management October 2010 - January 2015
BNY Mellon June 2010 - October 2010
The Bank of New York January 2007 - September 2010
The Bank of New York June 2006 - December 2006
The Bank of New York May 2005 - February 2006
Skills
Account Reconciliation, Settlement, Accounting, Banking, Bloomberg, Equities, Fixed Income, Financial Services, Investments, Payments, Securities, Mutual Funds, Finance, FX Options, Derivatives, Capital Markets, Risk Management, Trading
Education
Fordham University 2002 — 2006
B.S, Finance
LIU Brooklyn
Ralph Lepore's The Bank of New York Experience 1986 - 1994
Job Senior Financial Analyst at Realogy
Industry Telecommunications
Experience
Realogy February 2010 - Present
Alcatel-Lucent 2006 - October 2009
Lucent Technologies 1998 - 2006
Prudential Insurance 1994 - 1998
The Bank of New York 1986 - 1994
Skills
Cash Management, Treasury Management, Treasury, Leadership, Finance, Financial Reporting, Cash Flow Forecasting, Corporate Finance, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Strategic Planning, Financial Analysis, Strategic Financial..., Accounting, Variance Analysis, Forecasting, Managerial Finance, Hyperion Enterprise, Consolidation, General Ledger, Mergers & Acquisitions, Cash Flow, Essbase
Education
Fairleigh Dickinson University 1990 — 1994
MBA, Accounting
Seton Hall University 1981 — 1985
BS, Finance
Realogy February 2010 - Present
Alcatel-Lucent 2006 - October 2009
Lucent Technologies 1998 - 2006
Prudential Insurance 1994 - 1998
The Bank of New York 1986 - 1994
Skills
Cash Management, Treasury Management, Treasury, Leadership, Finance, Financial Reporting, Cash Flow Forecasting, Corporate Finance, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Strategic Planning, Financial Analysis, Strategic Financial..., Accounting, Variance Analysis, Forecasting, Managerial Finance, Hyperion Enterprise, Consolidation, General Ledger, Mergers & Acquisitions, Cash Flow, Essbase
Education
Fairleigh Dickinson University 1990 — 1994
MBA, Accounting
Seton Hall University 1981 — 1985
BS, Finance
Kathleen Estes's The Bank of New York Experience July 1990 - August 1995
Job Regional Director of Business Development at BASYS Processing Inc.
Industry Banking
Experience
BASYS Processing Inc. November 2010 - Present
Coldwell Banker Residential Brokerage April 2010 - December 2012
MiddleOak May 2003 - January 2010
Sovereign Bank March 2001 - May 2003
Firemans Fund Insurance Company June 1998 - October 2000
Fleet Bank August 1995 - June 1998
The Bank of New York July 1990 - August 1995
The Annuity Agency of New York July 1994 - December 1994
Skills
Real Estate, Training
Education
Fordham University 1986 — 1990
BA, Economics, Political Science
BASYS Processing Inc. November 2010 - Present
Coldwell Banker Residential Brokerage April 2010 - December 2012
MiddleOak May 2003 - January 2010
Sovereign Bank March 2001 - May 2003
Firemans Fund Insurance Company June 1998 - October 2000
Fleet Bank August 1995 - June 1998
The Bank of New York July 1990 - August 1995
The Annuity Agency of New York July 1994 - December 1994
Skills
Real Estate, Training
Education
Fordham University 1986 — 1990
BA, Economics, Political Science
Mya Ellison's The Bank of New York Experience April 2008 - January 2013
Job Realtor at Real Estate One
Industry Real Estate
Experience
Real Estate One August 2013 - Present
Computershare January 2012 - December 2013
The Bank of New York April 2008 - January 2013
Century 21 First Realty September 2007 - December 2007
Florida A & M University (A April 2006 - April 2007
Wet Seal April 2005 - August 2005
Skills
Access, Account Reconciliation, Accounts Payable, Administrative..., Customer Service, Data Entry, Invoicing, Leadership, Management, Microsoft Word, PowerPoint, Spreadsheets, Teamwork
Education
Florida Agricultural and Mechanical University 2002 — 2007
Bachelor, Science in Economics with a Minor in Business
Troy High School 1998 — 2002
High School Diploma
Real Estate One August 2013 - Present
Computershare January 2012 - December 2013
The Bank of New York April 2008 - January 2013
Century 21 First Realty September 2007 - December 2007
Florida A & M University (A April 2006 - April 2007
Wet Seal April 2005 - August 2005
Skills
Access, Account Reconciliation, Accounts Payable, Administrative..., Customer Service, Data Entry, Invoicing, Leadership, Management, Microsoft Word, PowerPoint, Spreadsheets, Teamwork
Education
Florida Agricultural and Mechanical University 2002 — 2007
Bachelor, Science in Economics with a Minor in Business
Troy High School 1998 — 2002
High School Diploma
Paulette Grant's The Bank of New York Experience 1984 - 2006
Job Training Officer at Sterling National Bank
Industry Financial Services
Experience
Hudson Valley Bank April 2012 - Present
Chase October 2006 - January 2008
The Bank of New York 1984 - 2006
Skills
Performance Management, Needs Analysis, Training Delivery, Leadership Development, Onboarding, Training, Employee Engagement, Talent Management, Organizational..., Employee Training, Coaching, Leadership, Employee Relations, Human Resources, Interviews, Retail Banking, Banking, Loans, Management
Education
Argosy University Washington, DC 2011 — 2015
M.A., Community Counseling
Clayton State University 2009 — 2011
Bachelor of Science, Liberal Studies, with minors in Psychology and English
Excelsior College
Associate, Liberal Arts
Hudson Valley Bank April 2012 - Present
Chase October 2006 - January 2008
The Bank of New York 1984 - 2006
Skills
Performance Management, Needs Analysis, Training Delivery, Leadership Development, Onboarding, Training, Employee Engagement, Talent Management, Organizational..., Employee Training, Coaching, Leadership, Employee Relations, Human Resources, Interviews, Retail Banking, Banking, Loans, Management
Education
Argosy University Washington, DC 2011 — 2015
M.A., Community Counseling
Clayton State University 2009 — 2011
Bachelor of Science, Liberal Studies, with minors in Psychology and English
Excelsior College
Associate, Liberal Arts
Jason J. Leinberger's The Bank of New York Experience June 2002 - September 2005
Job Sr Portfolio Manager & Investment Strategist, VP at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank October 2010 - Present
BNY Mellon September 2005 - October 2010
The Bank of New York June 2002 - September 2005
The Bank of New York June 2001 - June 2002
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Financial Services, Equity Research Analysis, Investment Selection, Insurance, Relationship Management, Equities, Series 7, Fixed Income, Wealth Management..., Investment Management, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Indiana University Bloomington 1990 — 1993
B.S., Public and Environmental Policy
Wells Fargo - The Private Bank October 2010 - Present
BNY Mellon September 2005 - October 2010
The Bank of New York June 2002 - September 2005
The Bank of New York June 2001 - June 2002
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Wealth Management, Alternative Investments, Investment Strategies, Financial Services, Equity Research Analysis, Investment Selection, Insurance, Relationship Management, Equities, Series 7, Fixed Income, Wealth Management..., Investment Management, Asset Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Indiana University Bloomington 1990 — 1993
B.S., Public and Environmental Policy
Matthew Gaynor's The Bank of New York Experience 1992 - 2000
Job Vice President, Commercial Loan Officer at The Bank of Castile, a subsidiary of Tompkins Financial Corporation
Industry Banking
Experience
The Bank of Castile, a subsidiary of Tompkins Financial Corporation 2011 - Present
The Bank of Castile, a subsidiary of Tompkins Financial Corporation 2003 - 2011
Sleepy Hollow Bank 2000 - 2003
The Bank of New York 1992 - 2000
Barclays Bank PLC 1990 - 1992
Skills
Commercial Banking, Commercial Lending, Customer Service, Retail Banking, Consumer Lending, Branch Management, Loans, Small Business Lending, Branch Banking, Credit, Banking, Cross Selling, Loan Origination, Credit Analysis, Microsoft Excel, Refinance, Microsoft Office, Finance, Lines Of Credit, Credit Risk, Risk Management, Financial Analysis
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Organizational Behavior
Fordham University
Bachelor of Science degree (B.S.), Biology
The Bank of Castile, a subsidiary of Tompkins Financial Corporation 2011 - Present
The Bank of Castile, a subsidiary of Tompkins Financial Corporation 2003 - 2011
Sleepy Hollow Bank 2000 - 2003
The Bank of New York 1992 - 2000
Barclays Bank PLC 1990 - 1992
Skills
Commercial Banking, Commercial Lending, Customer Service, Retail Banking, Consumer Lending, Branch Management, Loans, Small Business Lending, Branch Banking, Credit, Banking, Cross Selling, Loan Origination, Credit Analysis, Microsoft Excel, Refinance, Microsoft Office, Finance, Lines Of Credit, Credit Risk, Risk Management, Financial Analysis
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Organizational Behavior
Fordham University
Bachelor of Science degree (B.S.), Biology
Troy Neilsen's The Bank of New York Experience October 1989 - May 2000
Job Vice President Repo/Govt Product Control at Nomura
Industry Financial Services
Experience
Nomura January 2010 - Present
Merrill Lynch May 2000 - January 2010
The Bank of New York October 1989 - May 2000
Skills
Bloomberg, Bonds, Capital Markets, Credit Derivatives, Derivatives, Emerging Markets, Equities, Equity Derivatives, Financial Accounting, Financial Markets, Financial Modeling, Fixed Income, Funding, Interest Rate..., Mergers & Acquisitions, Middle Office, Product Control, Securities, Structured Products, Trading, Hedge Funds, Prime Brokerage
Education
Fairleigh Dickinson University 1991 — 1996
MBA, Finance
Montclair State University 1985 — 1989
BA, Political Science
Nomura January 2010 - Present
Merrill Lynch May 2000 - January 2010
The Bank of New York October 1989 - May 2000
Skills
Bloomberg, Bonds, Capital Markets, Credit Derivatives, Derivatives, Emerging Markets, Equities, Equity Derivatives, Financial Accounting, Financial Markets, Financial Modeling, Fixed Income, Funding, Interest Rate..., Mergers & Acquisitions, Middle Office, Product Control, Securities, Structured Products, Trading, Hedge Funds, Prime Brokerage
Education
Fairleigh Dickinson University 1991 — 1996
MBA, Finance
Montclair State University 1985 — 1989
BA, Political Science
Matthew Antioco's The Bank of New York Experience 2000 - 2005
Job Vice President at The Bank of TokyoMitsubishi
Industry Financial Services
Experience
The Bank of Tokyo-Mitsubishi January 2011 - Present
Moodys Corporation December 2005 - January 2011
The Bank of New York 2000 - 2005
Skills
Banking, Bloomberg, Capital Markets, Corporate Finance, Credit Analysis, Valuation, Financial Modeling, Structured Finance
Education
Fordham University 1997 — 2000
Bachelor of Science, Finance
The Bank of Tokyo-Mitsubishi January 2011 - Present
Moodys Corporation December 2005 - January 2011
The Bank of New York 2000 - 2005
Skills
Banking, Bloomberg, Capital Markets, Corporate Finance, Credit Analysis, Valuation, Financial Modeling, Structured Finance
Education
Fordham University 1997 — 2000
Bachelor of Science, Finance
Michelle Thissell's The Bank of New York Experience June 1996 - April 2004
Job Vice President, Treasury Solutions Officer at Bank of America
Industry Banking
Experience
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Michele Foldenauer's The Bank of New York Experience 1998 - 2005
Job FL OFR Division of Securities, Bureau of Enforcement
Industry Government Administration
Experience
Florida Office of Financial Regulation April 2013 - Present
State of Indiana Securities Division October 2012 - April 2013
Florida Office of Financial Regulation September 2010 - September 2012
The Bank of New York 1998 - 2005
Skills
Broker Dealer and..., Compliance, Legal, Hedge Funds, Investments, Financial Analysis, Asset Managment, Banking, Credit, Portfolio Management, Risk Management, Mutual Funds, Equities, Due Diligence, Credit Risk, Financial Reporting, Accounting, Microsoft Excel, Customer Service, Insurance, Analysis, Budgets, Negotiation
Education
Florida State University College of Law
J.D.
Florida Office of Financial Regulation April 2013 - Present
State of Indiana Securities Division October 2012 - April 2013
Florida Office of Financial Regulation September 2010 - September 2012
The Bank of New York 1998 - 2005
Skills
Broker Dealer and..., Compliance, Legal, Hedge Funds, Investments, Financial Analysis, Asset Managment, Banking, Credit, Portfolio Management, Risk Management, Mutual Funds, Equities, Due Diligence, Credit Risk, Financial Reporting, Accounting, Microsoft Excel, Customer Service, Insurance, Analysis, Budgets, Negotiation
Education
Florida State University College of Law
J.D.
Robin Psaros's The Bank of New York Experience 1995 - 1999
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
The Bank of New York 1995 - 1999
Skills
Digital and Social...
Education
The George Washington University 1984 — 1998
BBA, International Business
Fordham University 1993 — 1995
MBA, Marketing
The Bank of New York 1995 - 1999
Skills
Digital and Social...
Education
The George Washington University 1984 — 1998
BBA, International Business
Fordham University 1993 — 1995
MBA, Marketing
Liana Furneri's The Bank of New York Experience 1994 - 1996
Job Finance Manager at Idelle Labs Division of Helen of Troy
Industry
Experience
Idelle Labs- Division of Helen of Troy January 2014 - Present
Pepperidge Farm 2006 - 2008
Pepperidge Farm 2004 - 2006
Georgia-Pacific LLC 2000 - 2002
Georgia-Pacific LLC 1997 - 2000
Omega Engineering 1996 - 1997
The Bank of New York 1994 - 1996
Skills
Financial Analysis, Financial Reporting, Sales Finance, Forecasting, Credit Management, Underwriting, Project Management, Credit
Education
Fairfield University
Master of Business Administration (MBA), International Business & Finance
McGill University
Bachelor of Commerce (B.Com.), Finance & Marketing
Idelle Labs- Division of Helen of Troy January 2014 - Present
Pepperidge Farm 2006 - 2008
Pepperidge Farm 2004 - 2006
Georgia-Pacific LLC 2000 - 2002
Georgia-Pacific LLC 1997 - 2000
Omega Engineering 1996 - 1997
The Bank of New York 1994 - 1996
Skills
Financial Analysis, Financial Reporting, Sales Finance, Forecasting, Credit Management, Underwriting, Project Management, Credit
Education
Fairfield University
Master of Business Administration (MBA), International Business & Finance
McGill University
Bachelor of Commerce (B.Com.), Finance & Marketing
John Segura, CPA's The Bank of New York Experience May 2003 - February 2005
Job Director of International Reporting at Geller & Company
Industry Financial Services
Experience
Geller & Company February 2005 - Present
The Bank of New York May 2003 - February 2005
Mizuho Corporate Bank Ltd November 1999 - May 2004
National Broadcasting Company Inc June 1996 - November 1999
Bankers Trust Company January 1995 - June 1996
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Cash Management, Financial Statements, Banking, Corporate Finance, General Ledger, Bloomberg, Auditing, Finance, Internal Controls, Financial Accounting
Education
Fairleigh Dickinson University 1990 — 1993
Masters of Business Administration, Accounting
Fairleigh Dickinson University 1984 — 1988
Bachelor of Science, Finance
Geller & Company February 2005 - Present
The Bank of New York May 2003 - February 2005
Mizuho Corporate Bank Ltd November 1999 - May 2004
National Broadcasting Company Inc June 1996 - November 1999
Bankers Trust Company January 1995 - June 1996
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Modeling, Cash Management, Financial Statements, Banking, Corporate Finance, General Ledger, Bloomberg, Auditing, Finance, Internal Controls, Financial Accounting
Education
Fairleigh Dickinson University 1990 — 1993
Masters of Business Administration, Accounting
Fairleigh Dickinson University 1984 — 1988
Bachelor of Science, Finance
John M. Roy's The Bank of New York Experience 2004 - 2007
Job Executive Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon 2008 - January 2013
BNY Mellon 2007 - 2008
The Bank of New York 2004 - 2007
The Bank of New York 2001 - 2004
Education
Georgetown University - The McDonough School of Business
MBA
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
BNY Mellon August 2013 - Present
BNY Mellon 2008 - January 2013
BNY Mellon 2007 - 2008
The Bank of New York 2004 - 2007
The Bank of New York 2001 - 2004
Education
Georgetown University - The McDonough School of Business
MBA
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Jeffrey Lattime's The Bank of New York Experience January 1988 - June 1990
Job Vice President at SMBC Capital Markets
Industry Banking
Experience
SMBC CAPITAL MARKETS, INC July 1997 - Present
SMBC Capital Markets April 1993 - July 1997
SMBC Capital Markets July 1992 - April 1993
SMBC Capital Markets January 1992 - July 1992
SMBC Capital Markets June 1990 - January 1992
THE BANK OF NEW YORK January 1988 - June 1990
Skills
Fixed Income, Risk Management, Derivatives, Financial Analysis, Credit, Portfolio Management, Trading, Financial Risk, Finance, Valuation, Financial Services, Bloomberg
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Hobart College 1983 — 1987
BA, Political Science
SMBC CAPITAL MARKETS, INC July 1997 - Present
SMBC Capital Markets April 1993 - July 1997
SMBC Capital Markets July 1992 - April 1993
SMBC Capital Markets January 1992 - July 1992
SMBC Capital Markets June 1990 - January 1992
THE BANK OF NEW YORK January 1988 - June 1990
Skills
Fixed Income, Risk Management, Derivatives, Financial Analysis, Credit, Portfolio Management, Trading, Financial Risk, Finance, Valuation, Financial Services, Bloomberg
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Hobart College 1983 — 1987
BA, Political Science
Adam Franco's The Bank of New York Experience April 2002 - January 2004
Job Senior Consultant, Business Analysis at Cardinal Health
Industry Pharmaceuticals
Experience
Cardinal Health March 2013 - Present
Cardinal Health January 2011 - Present
Kinray, Inc. April 2005 - December 2010
Allen Management Inc. January 2004 - April 2005
The Bank of New York April 2002 - January 2004
Fairfield University August 1999 - May 2001
Skills
Business Analysis, Process Improvement, Contract Negotiation, Pharmaceutical Industry, Analysis, Managed Care, Microsoft Excel, Auditing, Sales, Healthcare, Supply Chain, Management, Cross-functional Team..., Forecasting, Strategic Planning, Leadership
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance
Cardinal Health March 2013 - Present
Cardinal Health January 2011 - Present
Kinray, Inc. April 2005 - December 2010
Allen Management Inc. January 2004 - April 2005
The Bank of New York April 2002 - January 2004
Fairfield University August 1999 - May 2001
Skills
Business Analysis, Process Improvement, Contract Negotiation, Pharmaceutical Industry, Analysis, Managed Care, Microsoft Excel, Auditing, Sales, Healthcare, Supply Chain, Management, Cross-functional Team..., Forecasting, Strategic Planning, Leadership
Education
Fairfield University 1997 — 2001
Bachelor of Science, Finance
Gerard Hourihan's The Bank of New York Experience May 2002 - May 2004
Job Independent Banking Professional
Industry Banking
Experience
Consultant Account ManagerNetJetsApril 2007 - April 2008
The Bank of New York May 2002 - May 2004
Citibank, N.A. January 1989 - December 2001
Bankers Trust Company March 1980 - December 1999
Bankers Trust Company June 1972 - February 1980
Education
Fairfield University 1968 — 1972
BA - Economics & Business Management, Banking and Financial Support Services, 3.7 GPA
Archbishop Molly High School 1964 — 1968
Academic, 3.5 GPA
Consultant Account ManagerNetJetsApril 2007 - April 2008
The Bank of New York May 2002 - May 2004
Citibank, N.A. January 1989 - December 2001
Bankers Trust Company March 1980 - December 1999
Bankers Trust Company June 1972 - February 1980
Education
Fairfield University 1968 — 1972
BA - Economics & Business Management, Banking and Financial Support Services, 3.7 GPA
Archbishop Molly High School 1964 — 1968
Academic, 3.5 GPA
Margaret Gutierrez's The Bank of New York Experience 1996 - 2009
Job VP Commercial Lending
Industry Banking
Experience
Valley National Bank August 2013 - Present
Sun National Bank December 2012 - August 2013
JPMorgan Chase 1996 - December 2012
The Bank of New York 1996 - 2009
Wells Fargo 1994 - 1996
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit, Management, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.), Finance, and Economics
Valley National Bank August 2013 - Present
Sun National Bank December 2012 - August 2013
JPMorgan Chase 1996 - December 2012
The Bank of New York 1996 - 2009
Wells Fargo 1994 - 1996
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Banking, Financial Analysis, Portfolio Management, Risk Management, Credit, Management, Commercial Lending
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (M.B.A.), Finance, and Economics
Holly Juster's The Bank of New York Experience 1998 - 2010
Job Senior Vice President, Senior Trust Officer at U.S. Trust
Industry Financial Services
Experience
Capital One, N.A. September 2010 - August 2013
The Bank of New York 1998 - 2010
Jaspan Schlesinger LLP 1985 - 1998
Skills
Trust Management, Trust Services, Wealth Management, Personal Trust..., Wealth Management..., High Net Worth..., Fiduciary Services, Fiduciary Management, Estate Planning, Asset Allocation, Charitable Trusts, Trusts, Estate Administration, Private Banking, Investment Management, Financial Services
Education
Franklin & Marshall College
Hofstra University School of Law
Capital One, N.A. September 2010 - August 2013
The Bank of New York 1998 - 2010
Jaspan Schlesinger LLP 1985 - 1998
Skills
Trust Management, Trust Services, Wealth Management, Personal Trust..., Wealth Management..., High Net Worth..., Fiduciary Services, Fiduciary Management, Estate Planning, Asset Allocation, Charitable Trusts, Trusts, Estate Administration, Private Banking, Investment Management, Financial Services
Education
Franklin & Marshall College
Hofstra University School of Law
Chris Ghari's The Bank of New York Experience August 1991 - April 1993
Job
Industry Financial Services
Experience
Credit & Capital Advisors - Independent Analytics January 2012 - Present
Keefe, Bruyette & Woods, Inc. January 2002 - September 2011
Cohane Rafferty Securities, Inc. April 1993 - January 2002
The Bank of New York August 1991 - April 1993
Lehigh Valley Peterbilt 1987 - 1989
Algorex Corporation 1984 - 1986
Skills
Distressed Debt..., Loan Portfolio Sales, 20+ years experience in..., Portfolio Management, Loans, Banking, Capital Markets, Finance, Investment Banking, Fixed Income, Investments, Valuation, Structured Finance, Financial Modeling, Private Equity, Asset Management, Financial Analysis
Education
University - Boston College
Bachelor's degree
Fordham University
Master of Business Administration (MBA), Finance
Credit & Capital Advisors - Independent Analytics January 2012 - Present
Keefe, Bruyette & Woods, Inc. January 2002 - September 2011
Cohane Rafferty Securities, Inc. April 1993 - January 2002
The Bank of New York August 1991 - April 1993
Lehigh Valley Peterbilt 1987 - 1989
Algorex Corporation 1984 - 1986
Skills
Distressed Debt..., Loan Portfolio Sales, 20+ years experience in..., Portfolio Management, Loans, Banking, Capital Markets, Finance, Investment Banking, Fixed Income, Investments, Valuation, Structured Finance, Financial Modeling, Private Equity, Asset Management, Financial Analysis
Education
University - Boston College
Bachelor's degree
Fordham University
Master of Business Administration (MBA), Finance
Michael Troiano's The Bank of New York Experience February 2000 - April 2002
Job VP Information Technology at Union Savings Bank CT
Industry Banking
Experience
Union Savings Bank - CT April 2002 - Present
The Bank of New York February 2000 - April 2002
Chase Manhattan Bank July 1990 - February 1995
Education
Fairfield University 1983 — 1987
Bachelor of Arts, Economics
Union Savings Bank - CT April 2002 - Present
The Bank of New York February 2000 - April 2002
Chase Manhattan Bank July 1990 - February 1995
Education
Fairfield University 1983 — 1987
Bachelor of Arts, Economics
Melinda A. White's The Bank of New York Experience September 1992 - February 2005
Job Commercial Banking
Industry Financial Services
Experience
Wells Fargo Bank June 2010 - Present
HSBC Bank USA March 2005 - June 2010
The Bank of New York September 1992 - February 2005
Education
Fairfield University 1984 — 1988
Bachelor of Science (BS), Finance
Wells Fargo Bank June 2010 - Present
HSBC Bank USA March 2005 - June 2010
The Bank of New York September 1992 - February 2005
Education
Fairfield University 1984 — 1988
Bachelor of Science (BS), Finance
Donatus Olumhense's The Bank of New York Experience August 2000 - September 2003
Job Branch Manager at TD
Industry Financial Services
Experience
TD November 2014 - Present
PNC May 2013 - November 2014
JPMorgan Chase June 2005 - May 2013
The Bank of New York August 2000 - September 2003
First Bank of Nigeria Limited February 1994 - June 1999
Education
Fordham University
Bachelor's in Business Administration with Finance concentration
TD November 2014 - Present
PNC May 2013 - November 2014
JPMorgan Chase June 2005 - May 2013
The Bank of New York August 2000 - September 2003
First Bank of Nigeria Limited February 1994 - June 1999
Education
Fordham University
Bachelor's in Business Administration with Finance concentration
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