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,
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The Bank of New York Employees
St. Barnabas Hospital January 2012 - Present
St Barnabas Medical Center January 2012 - Present
Volunteer EMT - Millburn Short Hills Volunteer First Aid Squad September 2006 - Present
Banker's Trust 1997 - 1999
The Bank of New York 1996 - 1997
Skills
Nursing, Hospitals, BLS, Pediatrics, ACLS, Healthcare, Clinical Research, Critical Care, Healthcare Management, Patient Safety, Medicine, Medical/Surgical
Education
Muhlenberg Harold B & Dorothy A Snyder Schools-School of Nursing 2010 — 2010
RN Diploma, Accelerated Nursing Program for students with current Bachelor's
Union County College 2009 — 2010
AS Nursing
Syracuse University 1984 — 1988
Sport Medicine, Pre-Medicine/Pre-Medical Studies
Barnes & Noble College September 2015 - Present
Investors Bank October 2013 - May 2015
Healthcare Finance Group, LLC August 2004 - June 2013
The Bank of New York November 1997 - July 2004
Olshan Grundman Frome & Rosenzweig LLP August 1993 - October 1997
Thacher Proffitt & Wood LLP February 1990 - July 1993
Hahn & Hessen LLP August 1985 - January 1990
U.S. Bankruptcy Court 1983 - 1985
Skills
General Corporate..., Human Resources, Healthcare, Corporate Law, Commercial Litigation, Litigation, Restructuring, Structured Finance, Securities Regulation, Corporate Governance, Securitization, Negotiation, Capital Markets, Mergers & Acquisitions, Project Finance, Financial Services, Legal Compliance, Banking, Acquisitions, Securities Litigation, Dispute Resolution, Contract Law, Legal Advice, Finance, Creditors' Rights, Mediation, Commercial Finance, Product Liability, Legal Research, Legal Writing, Dispute, Courts, Trusts, Litigation Support, Legal Assistance, Due Diligence
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Syracuse University - Maxwell School of Citizenship and Public Affairs 1982 — 1983
Master of Arts (M.A.), Economics
McGill University 1978 — 1980
Bachelor of Arts (B.A.), Economics
Accenture August 2015 - Present
GlobeOp Financial Services June 2010 - April 2015
HypoVereinsbank - UniCredit Bank AG September 2009 - December 2009
Sapient March 2008 - July 2009
Imagine Software Inc. December 2007 - March 2008
Countrywide Capital Markets March 2007 - December 2007
Wells Fargo (Wachovia Corp) July 2005 - April 2007
Bank of America December 2004 - July 2005
The Bank of New York April 2001 - October 2004
Sun Life Financial June 1999 - February 2001
Skills
Derivatives, Hedge Funds, Fixed Income, Bonds, Options, Credit Derivatives, Financial Risk, Bloomberg, Banking, Valuation, Account Reconciliation, Mutual Funds, FX Options, Trading, Securities, Equity Derivatives, Swaps, CDS, Financial Markets, Calypso, Interest Rate..., Forwards, ETFs, FX Spot, Fund Administration, Dodd-Frank, Derivative Operations, DTC, ISDA, Geneva, OTC, Scrittura, Prime Brokerage, Central Clearing, Trade Capture, Investor Relations..., Bank Loans, Exotic Derivatives, FX Derivatives, Repos, Swapswire, Operations Management, Wire Transfers, Bank Reconciliation, Futures, Kondor, Equities, Collateral
Education
State University of New York College at Plattsburgh 1993 — 1995
Bachelors, Communications
Mohawk Valley Community College 1991 — 1993
Associates, Liberal Arts
The Swatch Group Us August 2013 - Present
Swatch Group February 2000 - Present
The Bank of New York April 1996 - February 2000
Skills
Microsoft Office, Excel, Customer Service, English, PowerPoint, SAP, Problem Solving, Spanish, Team Leadership, Word, Microsoft Word, Microsoft Excel
Education
New Jersey City University
Accounting and Marketing
HSBC Bank Bank USA, National Association February 2007 - May 2013
The Bank of New York July 2005 - February 2007
The Bank of New York November 2001 - July 2005
US Army July 1997 - July 2005
The Bank of New York November 1998 - November 2001
Skills
Corporate Finance, Structured Finance, Project Finance, Management, Banking, Corporate Trust, Loans Administration, Capital Markets, Bonds, Portfolio Management, Equities, Derivatives, Financial Services, Credit Risk, Investment Banking, Hedge Funds, Financial Markets, Bloomberg
Education
Pace University - Lubin School of Business 2002 — 2007
Master of Business Administration (MBA), Financial Management
Long Island University, Brooklyn Campus 1993 — 1998
Bachelor of Science (BS) with Honors, Biology, General
Debbie's Staffing Services, Inc September 2013 - Present
Jamison Professional Services, Inc. October 2012 - May 2013
The Home Depot January 2012 - June 2012
The Home Depot October 2010 - January 2012
Home Depot May 2008 - October 2010
The Home Depot September 2005 - May 2008
The Bank of New York September 1999 - September 2005
Chase Manhattan Bank October 1990 - September 1999
Skills
Business Analytics, Coordination, Customer Service, Onboarding, Human Resources, Employee Relations, Outlook, PeopleSoft, Performance Management, Talent Acquisition, Retail, Microsoft Excel, New Hire Orientations, PowerPoint, Talent Management, Time Management, Benefits Administration, Microsoft Word, Recruiting, Lotus Notes, Access, HRIS, Proven track record of..., Employee Benefits, Interviews, Personnel Management, Management
Education
Strayer University (DE) 2008 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Nassau Community College 1988 — 1992
Associate's degree, Accounting and Finance
HCA October 2011 - June 2013
The Bank of New York June 2008 - March 2010
Raymond James Financial June 2007 - December 2007
Citigroup Inc August 2006 - December 2006
Skills
Accounting, Auditing, Account Reconciliation, General Ledger, GAAP, Accounts Payable, Accounts Receivable, Internal Audit, IFRS, Financial Statements, Access, Payroll, Budgets, Tax, Journal Entries, Analysis, Bank Reconciliation, Microsoft Excel, Balance, CPA, Internal Controls, Financial Accounting
Education
Louisiana State University 2010 — 2011
Accounting
University of South Florida - College of Business Administration 2004 — 2008
Bachelor, Accounting
KeyBank December 2013 - Present
Tamarack Capital 1998 - May 2015
Northwest Investment Counselors, LLC May 2007 - December 2013
Cort MacKenzie Securities 1993 - 1995
The Bank of New York 1987 - 1992
Skills
Investments, Portfolio Management, Fixed Income, Credit, Capital Markets, Financial Analysis, Investment Advisory, Venture Capital, Asset Allocation, Private Equity, Personal Financial..., Strategic Financial..., Stand-up Comedy, Board Development, Corporate Governance, Non-profits, Retirement Planning, Risk Management, Mergers & Acquisitions, Finance, Asset Management, Financial Structuring, Series 7, Alternative Investments, Investment Management, Bonds, Intelligence, Nonprofits, Financial Planning, Vacuum, Awesomeness, Equities
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1994
MBA, Finance
Middlebury College 1983 — 1987
BA, Economics, minors in Art History, Biology
Staples HS 1980 — 1983
Train Babcock Advisors LLC Head TraderTrain, Babcock Advisors LLCSeptember 1999 - Present
The Bank of New York September 1996 - September 1999
Skills
Risk Management, Asset Management, Fixed Income, Portfolio Management, Equities, Mutual Funds, Investments, Trading, Alternative Investments, Derivatives, Financial Services, Financial Analysis, Securities
Education
New Jersey City University
Accounting
Freedom Mortgage January 2014 - Present
PHH Mortgage January 2011 - December 2013
Hepburn Marketing Group January 2008 - December 2010
De Lage Landen Financial Services June 2006 - September 2007
The Bank of New York January 1995 - June 2006
ADP 1993 - 1995
Bank of America 1984 - 1993
Skills
Brand Strategy, Brand Management, Positioning, Brand Architecture, Global Financial..., Website Development, Financial Services, Strategy, Marketing Strategy, Marketing Communications, Cross-functional Team..., Marketing, CRM, Business Development, Product Management, Strategic Planning, B2B, Business Planning, New Business Development, Management, Executive Management, Product Development, Banking, Finance, Sales, Project Management, Investments, Marketing Research, Analytics, Strategic Communications, Leadership, Integrated Brand..., Outsourcing, Segmentation, Integrated Marketing, Market Research, Strategic Partnerships
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Montclair State University
BA, Mathematics Major, Computer Science Minor
University of Pennsylvania - The Wharton School
Rome Memorial Hospital January 2015 - Present
Serco June 2005 - August 2013
DFAS December 2003 - June 2005
The Bank of New York June 2000 - June 2002
Skills
Accounts Payable, Accounts Receivable, Accounting, Forecasting, Managerial Finance, Finance, Analysis, Invoicing, Budgets, Bank Reconciliation, Financial Statements, Management, Program Management, Microsoft Excel, Spreadsheets, Training, Credit, Time Management, Project Management, Business Process, Financial Accounting, Account Reconciliation, Cost Accounting, Accruals, Project Finance, Financial Analysis, Proposal Writing, Variance Analysis
Education
State University of New York Empire State College 2013 — 2015
Bachelor's Degree in Business Management & Economics, Concentration in Accounting, 3.71 GPA
Mohawk Valley Community College 2000 — 2009
AAS Associate, Applied Science, Accounting 2009
Wells Fargo Bank April 2011 - Present
HSBC Bank USA August 2006 - April 2011
The Bank of New York January 2002 - August 2006
JPMorgan Chase June 1993 - January 2002
Skills
Commercial Lending, Interest Rate Swaps, Treasury Management, Trade Finance, Capital Markets, Leveraged ESOPS, Foreign Exchange
Education
Chemical Bank Credit Training 1993 — 1993
Long Island University, C.W. Post Campus
Bachelor of Science, Finance
HSBC Global Banking and Markets November 2014 - Present
State Street Corporation -servicing Morgan Stanley September 2011 - February 2014
Goldman Sachs January 2011 - August 2011
Ridge Clearing 2010 - 2010
Swiss American Securities Inc. June 2007 - October 2008
The Bank of New York October 2000 - June 2007
Skills
Equities, Investment Banking, Securities, Fixed Income, Mergers & Acquisitions, Trading, Investments, Corporate Actions, Portfolio Management, Banking, Mutual Funds, Settlement, Account Reconciliation
Education
Manhattan College 1996 — 2000
Bachelor's of Science, Computer Information Systems
U S Trust, Bank of America Private Wealth Management October 2012 - Present
The Bank of New York Mellon July 2008 - September 2012
The Bank of New York June 1982 - July 2008
Skills
Wealth Management, Trust Management, Estate Administration, Asset Allocation, Trusts, High Net Worth..., Trust Services, Investments, Investment Management, Estate Planning, Valuation, Wealth Management..., Securities, Asset Management, Financial Services, Equities, Alternative Investments, Portfolio Management
Education
Institute for Paralegal Training
Certificate of Graduation, Estates and Trusts
Michigan State University
Bachelor of Arts, Humanities - Pre-Law, Magna Cum Laude
St. Clair County Community College
Associate Arts, History
Grant Thornton LLP August 2014 - Present
DTCC June 2013 - August 2014
Deloitte & Touche LLP April 1996 - June 2013
The Bank of New York 1994 - 1996
Skills
Securitization, Valuation, Due Diligence, ABS, Structured Products, MBS, Financial Modeling, Structured Finance, Risk Management, Strategic Planning, Equities, Securities, Mergers & Acquisitions, Modeling, Financial Risk, Mortgage Lending, Bonds, Portfolio Management, Trading, Residential Mortgages, Cash Flow Forecasting, Credit Risk, Capital Markets, Bloomberg, Financial Structuring, Mortgage, Commercial Mortgages, Options, Business Valuation, Analysis, Finance, Asset Management, Alternative Investments, Hedging, Corporate Finance, Strategy, Financial Services, Mortgage Industry, Trust Services, FX Options, Mortgage Servicing, Auditing, Credit Derivatives, Strategic Financial..., Financial Analysis, VBA, Cash Flow, SEC filings, Real Estate Economics, Funding
Education
University of Michigan - Stephen M. Ross School of Business
Masters of Business Administration, Finance
Manhattan College
Bachelor's Degree, Economics
Nomura Securities April 2014 - Present
Lloyds Banking Group January 2008 - March 2014
Bank of Scotland USA (now a member of Lloyds Banking Group) September 2005 - December 2007
Sanford C. Bernstein January 2005 - September 2005
Keith Consultants October 2004 - December 2004
Lehman Brothers February 2000 - September 2004
Bankers Trust February 1998 - January 2000
The Bank of New York 1993 - 1997
Skills
Restructuring, Syndications, Customer Relations, Origination, Credit, Portfolio Management, Asset Management, Loans, Workout, Asset Based Lending, Debt, Structuring, Credit Analysis, Capital Markets, Valuation, Financial Analysis, Leveraged Finance, Due Diligence, Commercial Banking, Credit Risk, Banking, Underwriting, Real Estate, Risk Management, Risk, Syndication, Debt Restructuring, Cash Flow, Structured Finance, Financial Risk, Loan Origination, Treasury Management, Financial Structuring, Relationship Management, Organizational..., Business Development, Downhill Skiing, SEC filings, Oil/Gas, Commercial Lending, Investment Banking, Corporate Finance, Fixed Income, Financial Advisory, Bonds, Private Equity, Financial Modeling, Equities, Structured Products
Education
York University - Schulich School of Business 1990 — 1992
MBA, Finance, Marketing
McMaster University 1987 — 1989
B Comm, Accounting, Marketing
McMaster University 1986 — 1989
B Comm, accounting
Georges Vanier S.S. 1981 — 1985
High School Diploma, Math, Accounting
Martha's Vineyard Savings Bank March 2014 - Present
Partington Capital Advisory Services July 2009 - February 2013
Bank of America January 2011 - June 2012
Summit Financial Resources, Inc. October 2008 - June 2009
Vrye Advisors, LLC January 2008 - October 2008
HSBC Bank USA, NA June 2000 - October 2007
The Bank of New York March 1986 - June 2000
Skills
Investments, Wealth Management, Capital Markets, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Finance, Banking, Credit, Investment Management, Financial Advisory, Mortgage Lending, Loans, Equities, Securities, Series 7, Investment Strategies, Credit Analysis, Financial Planners, Commercial Banking, Mergers
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Middlebury College 1976 — 1980
Bachelor of Arts (B.A.), Biology
Phillips Academy 1972 — 1976
Bank of New York Mellon 1986 - July 2009
The Bank of New York 1986 - 1995
Education
University at Albany, SUNY 1975 — 1977
B.S., Mathematics/Computer Science
Nassau Community College 1973 — 1975
A.A., Liberal Arts/Mathematics
City of White Plains, New York November 2011 - Present
Iona College August 2015 - Present
Pace University September 2012 - Present
St. Thomas Aquinas College September 2015 - Present
Hearst Magazines January 2008 - November 2011
Corzen, Inc. July 2004 - December 2007
Zagat Survey 2000 - 2004
Pinnacle Consulting Group 1998 - 2000
HIP 1997 - 1998
The Bank of New York 1991 - 1997
Skills
IT Strategy, IT Management, Information Technology, Cloud Computing, Business Intelligence, IT Operations, Integration, Software Project..., SaaS, Disaster Recovery, Program Management, Software Development, Vendor Management, Project Management, Enterprise Architecture, Business Analysis, Enterprise Software, SDLC, CRM, Salesforce.com, Analytics, SharePoint, E-commerce, Security, Change Management, JavaScript, Microsoft SQL Server, Agile Methodologies, Content Management, HTML 5, CSS3, iOS development, Java, VoIP, Mobile Devices, Mobile Applications, PHP, MySQL, Oracle, Research, College Teaching, Agile Project Management, ERP, Drupal, Software Design Patterns, Python, Ruby on Rails, Weka, Linux
Education
Pace University 2012 — 2015
Doctorate, Computer Science
Stevens Institute of Technology
MS, Information Systems
Marist College
Bachelor of Arts (B.A.)
Cognizant Technology Solutions January 2010 - Present
PHH Mortgage - CENDANT GROUP June 2008 - April 2009
Amboy National Bank August 2007 - May 2008
CYTOGEN Pharmaceuticals July 2005 - April 2006
Unisys July 2001 - September 2002
Electronic Data Systems May 1999 - July 2001
The Bank of New York October 1998 - April 1999
Telesis Technologies May 1997 - August 1998
Skills
Testing, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Oracle, Business Analysis, SQL, Requirements Gathering, Unix, Software Development, Integration, Business Intelligence, SOA, Microsoft SQL Server, PL/SQL, Web Services, Quality Assurance, Software Engineering, XML, Enterprise Architecture, User Acceptance Testing, JavaScript, SharePoint, IT Strategy
Education
Madurai Kamaraj University 1992 — 1996
Computer Engineering, Computer Science
Wells Fargo 2010 - Present
The Bank Of New York November 2005 - October 2010
JPMorgan Chase April 2000 - November 2005
Skills
Team-oriented, Self-starter, Problem Solving, Employee Training, Electronic Funds..., Compliance Monitoring, Client Service Oriented, Document Review, Financial Statements, Investment Banking, Disbursement, Redemption, DDA, Corporate Finance, Escrow, Multifamily, Microsoft Excel, Microsoft Word, Microsoft Power Point, Microsoft Publisher, Sunguard, Bonds, Accounting, Fixed Income, Banking, Finance, Financial Analysis, PowerPoint, Securities, Loans, Capital Markets, Financial Services, Asset Management, Budgets, Swaps, Portfolio Management, Risk Management, Investments, Series 7, Employee Benefits, Equities, Cash Management, Financial Reporting, Mutual Funds, Auditing, Treasury Management, Series 63, Payroll, Wealth Management, Settlement
Education
LeTourneau University 1999 — 2000
Bachelor of Business Management, Business Administration and Management, General
Texas Woman's University
Friendly Connections Inc June 2013 - Present
Social Wellness for Living Inc September 2012 - April 2013
New York City January 2004 - July 2012
BNY Mellon 2004 - 2012
Bank of New York 2002 - 2004
The Bank of New York 2000 - 2002
Salomon Smith Barney 1999 - 2000
Skills
Bloomberg, EBS, Reuters Matching, Reuters 3000, Autobahn, Citi..., Limits Management..., Microsoft Excel, Microsoft Word, Forex Trading, Realtime Risk Management, Credit Risk, Forex Platforms, FX Hedging, Trade Execution, FX Trade Settlement, Securities Lending, Nostro Accounting, STP-Straight Through..., Forex Services Support, Sell Side, Buy Side, Electronic Trading, Compliance, P&L Analysis, Trade Facilitation, Accounting
Education
Mercy College 2001 — 2003
Master of Science (MS), Banking
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
CIT June 2011 - Present
BANK OF AMERICA April 2007 - January 2010
IDB LEASING, INC July 2006 - April 2007
ICB LEASING CORP November 2004 - July 2006
WELLS FARGO FINANCIAL LEASING February 2003 - November 2004
HEWLETT PACKARD FINANCE SERVICES January 1998 - January 2002
Fleet Bank, NA December 1994 - May 1998
The Bank of New York May 1988 - December 1994
Skills
Portfolio Management, Credit, Financial Analysis, Strategy, Banking, Credit Analysis, Risk Management, Commercial Banking, Finance, Loans, Underwriting
Education
Lehigh University 2003 — 2007
Bachelor of Science, Business and Economics; Finance
The Bank of New York Mellon August 2010 - Present
The Bank of New York Mellon August 2006 - August 2010
The Bank of New York March 2001 - March 2007
The Bank of New York January 2001 - January 2006
Skills
Credit, AML, Access, Analysis, Banking, Branch Banking, Cash Management, Customer Service, Due Diligence, Financial Analysis, Accounting, Commercial Banking, Financial Reporting, Leadership, Forecasting, Auditing, Financial Services, Management, Strategy, Treasury Management, Anti Money Laundering, Microsoft Word, Microsoft Excel
Education
Mercy College
Master of Science, Banking; Business Administration
Jon Stroble and Associates
Pace University - Lubin School of Business 1988 — 1992
BBA, International Management
Nomura Global September 2014 - Present
Ernst & Young January 2008 - September 2014
The Bank of New York June 2002 - January 2008
The Bank of New York Mellon Corporation 2002 - 2008
Asahi Bank, New York Branch November 1999 - December 2001
Skills
CISSP, IT Governance, IT Risk, Security, Compliance, RSA Archer, Enterprise Risk..., Technology Risk..., CRISC, Application Security, Computer Security, Data Security, GLBA, Governance, IT Risk Management, Information Security, Information Technology, Risk Assessment, Risk Management, Business Continuity..., IT Audit, IT Management, IT Operations, Security Audits, Security Awareness, Vendor Management
Education
LIU Post 1999 — 2001
MS, Information Systems
Rochester Institute of Technology 1987 — 1993
BS, Biotechnology
Lenel Systems International August 2012 - Present
Lenel Systems International September 2010 - May 2012
Lenel Systems International January 2008 - September 2010
Lenel Systems International May 2006 - December 2007
Lenel Systems International September 2003 - May 2006
The Bank of New York February 2000 - February 2003
Skills
Outstanding Customer..., Multitasker, Calm Under Pressure, Positive Work Ethic, Desire to Learn and Be..., Reliability, Adaptability, Critical Thinking, Ability to go Above and..., Account Management, Customer Service, Leadership, Calm, Alarm Systems, IP Cameras, Work Ethic, Process Improvement, Access Control, Biometrics, Video over IP, Training, CCTV, Security, Data Entry, Outlook, Video Analytics, Sales Management, IP CCTV, Surveillance, Security Management, Fire Alarm, IPS, Team Leadership, Physical Security, Networking, Corporate Security, Integration, Lenel, Troubleshooting, Security+, Security Audits, DVR, Intrusion Detection, Solution Selling, IP, Risk Assessment, Security Operations, Cabling, Sales, Technical Support
Education
Rochester Institute of Technology 2007 — 2009
Bachelors, Business Management w/ Minor in International Business
Monroe Community College 1999 — 2003
Associates Degree, Business Administration concentration in Finance
American Stock Transfer & Trust Co LLC May 2008 - Present
The Garden City Group, Inc July 2002 - February 2004
The Bank of New York March 1986 - September 2001
Education
Long Island University, Southampton Campus 1982 — 1984
Business
Nazareth Regional HS 1978 — 1982
Bank of America November 2010 - November 2011
The Bank of New York Mellon August 2009 - August 2009
The Bank of New York Mellon June 2007 - August 2009
The Bank of New York June 1999 - June 2007
Bankers Trust Company (now Deutsche Bank) November 1997 - June 1999
DEUTSCHE BANK (acquired BANKERS TRUST COMPANY in 1999), New York, NY 1999 - 1999
Bankers Trust November 1977 - June 1997
Automated Concepts Inc. May 1976 - November 1977
Advanced Medical Systems September 1972 - May 1976
Massachusetts General Hospital February 1969 - September 1972
Skills
Risk Management, Operational Risk..., Banking, Program Management, Information Technology, Data Center, Business Analysis, Business Continuity, PMO, Investment Banking, IT Risk Management, Disaster Recovery, Management, Financial Risk, IT Strategy, Governance, Security, SDLC, Risk Assessment, Databases, Financial Services, Information Security, Enterprise Software, Project Portfolio..., Vendor Management
Education
Massachusetts Institute of Technology 1967 — 1969
MS, EE/Computer Science
Massachusetts Institute of Technology 1963 — 1967
SB, EE/Computer Science
Brooklyn Bridge Park Corporation November 2012 - Present
Brooklyn Bridge Park Corporation November 2011 - October 2012
Omega ECEC April 2009 - November 2011
Goldman Sachs April 2005 - March 2008
The Bank of New York January 2002 - January 2005
The Bank of New York January 2000 - January 2002
Education
New York University 2013 — 2014
Certificate in Not-For-Profit Accounting and Governmental Reporting, Not-for-Profit Accounting and Governmental Reporting
Morehouse College 1997 — 2001
Bachelor of Arts, Business Administration, Finance
PSCH, Inc. August 2008 - Present
PSCH August 2008 - Present
Lupus Alliance of America Long Island/Queens Affiliate August 2001 - Present
The Bank of New York May 1969 - July 2001
Skills
Non-profits, Program Development, Executive Management, Social Services, Non-profit..., Policy, Organizational..., Program Management, Program Evaluation, Leadership, Team Building, Conflict Resolution, Training, Strategic Planning, Grants, Mental Health, Staff Development, Nonprofits, Recruiting, Community Outreach, Employee Relations, Policy Writing
Education
Molloy College
Bachelor of Science (BS), Business Administration and Management, General
M&T Bank August 2015 - Present
People's United Community Foundation January 2012 - Present
People's United Bank May 2011 - August 2015
People's United Bank December 2009 - May 2011
People's United Bank September 2008 - November 2009
Capco Insurance Agency Inc. 2004 - 2008
WEDC Women Ent Dev Center 2005 - 2005
The Bank Of New York 1993 - 2003
Moses Real Estate 1987 - 1989
Skills
Loans, New Business Development, Banking, Mortgage Lending, Credit, Consumer Lending
Education
Manhattan College 1983 — 1987
BA, English and Secondary Education
Sacred Heart High School 1979 — 1983
Capital One Bank 2008 - Present
Bank of America October 2006 - July 2008
Chase Manhattan Bank January 1995 - August 2006
The Bank of New York January 1992 - February 1995
Chase Manhattan Bank September 1987 - November 1991
Oppenheimer & Co. 1985 - 1987
Skills
Loans, Banking, Portfolio Management, Cash Management, Commercial Banking, Treasury Services, Credit, Small Business Lending, Cross Selling, Credit Analysis, Financial Services, Commercial Lending, Sales, Asset Based Lending, Management, New Business Development, Mortgage Lending, Consumer Lending, Retail Banking, Series 7, Strategic Financial..., Credit Risk, Risk Management, Relationship Management, Loan Origination, Investments, Financial Risk, Finance, Lines Of Credit, Treasury Management, Middle Market, Commercial Mortgages, Underwriting, Financial Analysis, Capital Markets, Mortgage Banking, Securities, Fixed Income, Financial Structuring
Education
Long Island University, C.W. Post Campus 1997 — 1999
Financial Planning Certificate (2 yr) Program
State University of New York at New Paltz 1982 — 1984
B.S., Business Administration
JP Morgan Chase Bank
Credit Training progam -2003
Sterling National Bank July 2015 - Present
Hudson Valley Bank December 2007 - June 2015
JPMorgan Chase October 2006 - December 2007
The Bank of New York September 1989 - October 2006
Scarsdale National Bank & Trust Co April 1986 - September 1989
Skills
Commercial Banking, Cash Management, Retail Banking, Loans, Commercial Mortgages, Treasury Management, Commercial Lending, Credit Analysis, Small Business Lending, Mortgage Lending, Banking, Management, Credit Risk, Credit, Consumer Lending, Cross Selling, Deal Closer, Finance, Team Management, Loan Origination, Portfolio Management, Relationship Management, Branch Management, Mortgage Banking, Branch Banking, Underwriting, Financial Services, Private Banking, Deposits, Wealth Management, Core Banking, Risk Management, Capital Markets, Lines Of Credit, Asset Management, Financial Risk, Financial Structuring, Investment Banking, Investments, Credit Cards, Structured Finance, Bonds, Financial Analysis, AML, Fixed Income, Operational Risk, Series 63, Financial Institutions, Internet Banking, Financial Markets
Education
Manhattan College 1986 — 1989
Master of Business Administration (MBA), Management Information Systems, General and Finance
Manhattan College 1981 — 1985
Bachelor of Science (BS), Computer and Information Sciences and Support Services
The Bank of New York Mellon October 2010 - March 2014
GlobeOp Financial Services May 2004 - January 2009
CitiCapital May 2002 - June 2003
Deutsche Bank January 2002 - April 2002
The Bank of New York October 2001 - January 2002
Lehman Brothers May 1994 - August 2001
Skills
Accounting, Fund Accounting, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Reconciliation, Fund Administration, Compliance, Advent, Derivatives, Asset Management, Mutual Funds, Securities, Financial Reporting, Middle Office, Capital Markets, Corporate Actions, Auditing, Account Reconciliation
Education
Manhattan College 1981 — 1986
BBA, Accounting/Finance
Manhattan College 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting/Finanance
Marsh & McLennan Companies, Inc. September 2012 - Present
Certified Project Managment Professional (PMP) September 2005 - Present
Morgan Stanley Smith Barney June 2010 - September 2012
The Bank of New York Mellon December 1984 - December 2009
MAJOR ACCOMPLISHMENTS January 1984 - December 2009
The Bank of New York 1998 - December 2001
Meinhard Commercial January 1981 - January 1984
Ecological Analysts, Inc January 1974 - January 1981
Skills
ITIL, Data Center, Vendor Management, Program Management, MS Project, Disaster Recovery, PMP, Software Project..., Business Continuity, IT Strategy, Change Management, Project Planning, Team Leadership, Cross-functional Team..., Strategic Planning, Team Building, Project Delivery, Business Analysis, Servers, Testing, SDLC, Management, Project Portfolio..., Requirements Analysis, Business Process..., Technical Project..., IT Management, Visio, Virtualization, Software Documentation, Risk Management, Cisco Technologies, Governance, PMO, IT Operations, Infrastructure, Operating Systems, Process Improvement, Leadership, Citrix, Integration, IT Service Management, Outsourcing, Project Management, Enterprise Architecture, VMware, SharePoint, Information Technology, Service Management, Microsoft Project
Education
Consulting Portal 2009 — 2009
ITIL V3, Business Administration
Long Island University 1979 — 1981
MBA, Information Technology
University of Florida 1973 — 1974
Master of Science, Zoology/Animal Biology
Manhattan College 1968 — 1972
Bachelor of Science, Biology, General
S&P Dow Jones Indices 2007 - Present
Northern Trust Global Investments 2003 - 2007
Deutsche Asset Management 2000 - 2003
The Bank of New York 1987 - 2000
Donaldson Lufkin and Jenrette 1986 - 1987
First Fidelity Bank 1984 - 1986
Superior Court of New Jersey 1983 - 1984
Skills
Equities, Asset Management, Trading, Equity Derivatives, ETFs, Structured Products, Portfolio Management, Options, Technical Analysis
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Lehigh University - College of Business and Economics 1976 — 1980
BS, Finance
Newark Academy 1970 — 1976
Taurasi Capital June 2012 - Present
CACEIS (USA) Inc. (formerly Olympia Capital Associates, L.P.) June 2006 - June 2011
The Bank of New York November 2004 - June 2006
U.S. Wireless Data, Inc. February 2000 - 2005
Phoenix Investment Partners, LTD March 1999 - February 2000
Zweig/Glaser Advisers and Zweig Securities Corp. September 1989 - July 1999
Coopers & Lybrand LLP (now PricewaterhouseCoopers LLP) February 1987 - September 1989
McGladrey & Pullen (now McGladrey) January 1985 - February 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Management, Financial Reporting, Accounting, Due Diligence, Investments, Mergers, Equities, Bankruptcy, Mutual Funds, SEC reporting, International Business, Fund Of Funds, Risk Management, Fund Administration, Asset Managment, Mergers & Acquisitions, SEC filings, Finance, Securities, Investor Relations, Valuation, Financial Services, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Financial Markets, Trading
Education
LIU Post
B.S., Accounting (Economics Minor) 1984
TD Wealth Management - Private Client Group Senior Vice President - Relationship ManagerHSBC Private BankJanuary 2013 - February 2015
Gibraltar Private Bank & Trust October 2010 - January 2013
BNY Mellon Wealth Management October 1995 - October 2010
The Bank of New York 1995 - 2007
NatWest 1987 - 1995
Skills
Planning, Wealth, Estate Planning, Financial Planning, Strategic Planning, Risk Management, Strategic Financial..., Portfolio Management, Securities, Investments, Alternative Investments, Banking, Series 7, Loans, Commercial Lending, Wealth Management..., Relationship Management, High Net Worth..., Project Planning, Financial Services, Wealth Management, Asset Allocation, Commercial Banking
Education
Long Island University, C.W. Post Campus 1985 — 1988
Master of Business Administration (MBA), Finance
Long Island University, C.W. Post Campus 1979 — 1983
Bachelor's of Science, Business Administration
Centereach High School 1976 — 1979
The Nile Business Group, L.L.C. December 2012 - Present
The Bank of New York Mellon March 1996 - May 2011
THE BANK of New York 1996 - 2011
Skills
Global Custody, Corporate Actions, Fund Accounting, Securities, Back Office, Account Reconciliation, Fund Administration, Middle Office, Securities Lending, Euroclear, Portfolio Management, Settlement, Dividends, DTC, Collateral Management, Equities
Education
Long Island University, Brooklyn Campus 1983 — 1986
Master of Business Administration (M.B.A.), Public Accounting
Aim Shams University 1973 — 1978
Bachelor of Arts (B.A.), Accounting
BNY MELLON March 2014 - Present
The Bank of New york mellon May 2004 - February 2014
The Bank Of New York May 1994 - July 2004
BNY Mellon May 1994 - 2004
BNY Mellon 1994 - 2004
Skills
Derivatives, Fixed Income, Financial Analysis, Fund Accounting, Bloomberg, Financial Reporting, Cash Management, Banking, Financial Risk, Financial Modeling, Hedge Funds, Capital Markets, Accounting, Treasury Management, Risk Management
Education
Mercy College 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
American Institute Of Banking 1989 — 1991
2 years diploma, International Banking
Orange Bank & Trust Company April 2015 - Present
Hudson Valley Bank December 2007 - April 2015
JP Morgan Chase January 2005 - December 2007
The Bank of New York January 1985 - January 2000
Citi January 1995 - January 1999
Skills
Commercial Lending, Small Business Lending, Loans, Banking, Commercial Banking, Credit, Lines Of Credit, Commercial Mortgages, Cash Management, Retail Banking, Branch Management, Consumer Lending, Portfolio Management, Cross Selling, Bank Secrecy Act, Credit Cards, Deposits, Corporate Finance, Asset Based Lending, Branch Banking, Structured Finance, Wealth Management, Treasury Services, Financial Analysis, Financial Risk, Private Banking, Capital Markets, Finance, Construction Loans, Mortgage Banking, Credit Risk, Financial Structuring, Asset Management, Investments, Sales Management, Customer Acquisition, Financial Services, Series 63, Real Estate, Core Banking, Relationship Management, Residential Mortgages, Financial Institutions, Merchant Services, SBA
Education
American Institute of Banking
Mercy College
American Institute of Banking
Patriot Bank, N.A. June 2014 - Present
Patriot Bank, N.A. August 2008 - Present
JP Morgan Chase October 2006 - July 2008
The Bank of New York August 2004 - October 2006
Carpenter Company 2000 - 2002
Skills
Loans, Commercial Mortgages, Banking, Credit, Mortgage Lending
Education
Mercy College 2003 — 2006
Bachelor's degree, Business Administration
Technical Career Institutes 1992 — 1993
Automotive Engineering Technology/Technician
BNY Mellon February 2014 - Present
BNY Mellon February 2013 - February 2014
Sand Road Animal Hospital. LLC 2008 - 2012
The Bank of New York July 1999 - October 2007
Skills
Project Planning, Business Analysis, Microsoft Excel, Microsoft Access, Microsoft Word, Organization, PowerPoint, Customer Service, Reporting & Analysis, Financial Reporting, Staff Supervision, Time Management, Non-profits, Banking, Supervising, Microsoft Publisher, Company Newsletters, Social Media Marketing, Microsoft Project, Presentation Development, Management, E-commerce, Newsletters, Event Planning, Training & Development, Microsoft Office, Project Management
Education
Mohawk Valley Community College 1998 — 2001
A.A.S. in Human Services
BNY Mellon May 2015 - Present
BNY Mellon July 2009 - May 2015
The Bank of New York August 2006 - July 2009
Astoria Federal Savings November 2005 - August 2006
AC/Mega Company May 2002 - August 2006
Skills
Word, Excel (VLOOKUP,..., PowerPoint, Outlook,..., Fund Accounting, Fund Administration, NAV, Mutual Funds, Fixed Income, Income Accruals, Expense Accruals, Cash Flow Forecasting, Initial and Normal..., Budgeting, Bloomberg Terminal, Securities, Budgets, Account Reconciliation, Accounting, Financial Statements, Investments, Bloomberg, Accounts Receivable, Banking
Education
Long Island University, Brooklyn Campus 2009 — 2012
Master of Business Administration (MBA), Accounting, 3.3
Queens College 2002 — 2005
Bachelor of Arts (B.A.), Economics, 3.5
Forest Hills High School 1996 — 2000
High School, High School
JC 44 Contracting and Property Consulting , LLC April 2006 - Present
Free Credit Education May 2007 - January 2014
JPMorgan Chase July 2012 - July 2013
JPMorgan Chase February 2011 - July 2012
North Fork Bank August 2005 - July 2007
Sovereign Bank June 2003 - 2005
The Bank of New York June 1995 - May 2003
Skills
Retail Banking, Mortgage Banking, Management Consulting, Finance, Banking, Financial Analysis, Loans, CRM, Credit, Management, Analysis, Sales, Mortgage Lending, Financial Modeling, Customer Service, Program Management, Accounting, Marketing, Project Management, Underwriting, Access, Customer Retention, Retail
Education
Monroe Community College 2001 — 2002
Bachelor of Commerce (B.Com.), Computer Science
Healthline Networks, Inc. 2007 - 2014
Gentiae Clinical Research, Inc. 2005 - 2007
Wall Street Analytics, Inc. 2004 - 2004
BNY Asset Solutions LLC 2000 - 2003
The Bank of New York 1995 - 2000
Other Experience Includes: 1989 - 1995
Skills
Financial Reporting, Accounting, Revenue Recognition, Internal Controls, GAAP, Cash Management, Budgets, Mergers & Acquisitions, Start-ups, Due Diligence, Forecasting, Mergers, Financial Analysis, Analytics, Finance, FASB, Corporate Finance, Management, Financial Modeling, Risk Management, Managerial Finance, Treasury, Auditing, Analysis, Strategic Financial..., Business Planning, Executive Management, Venture Capital, Banking, Consolidation, Restructuring, Strategic Planning, Budget, Variance Analysis, Full P&L Responsibility, Internal Control..., US GAAP reporting, Financial Audits, P&L Budget Management, Cash Flow Forecasting, GAAP Standards, Balance Sheet, 409A, P&L Management, Financial Planning, Sarbanes-Oxley Act
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Michigan State University
BA, Accounting
Certified Public Accountant
CPA License - Active
Citi March 2012 - Present
Capital One 2014 - 2015
Capital One 2014 - 2014
Citibank February 2005 - March 2012
Bethpage Federal Credit Union February 2005 - March 2007
GreenPoint Bank 2001 - 2004
The Bank Of New York June 1987 - July 2001
Skills
Financial Analysis, Consumer Lending, Mergers, Change Management, Budgets, Insurance
Education
Nassau Community College 1985 — 1987
Art /Photography
Transwestern January 2013 - Present
The Lllenrock Group March 2008 - May 2010
Advance Realty Group L.L.C. March 1995 - August 2007
The Bank of New York March 1990 - March 1994
State Street Bank & Trust January 1985 - March 1990
Skills
Capital Markets..., Financial Problem Solver, New Business Development, Contract Negotiation, Debt Restructuring, Consulting, Real Estate, Real Estate Economics, Real Estate Development, Due Diligence, Asset Managment, Disposition, Mezzanine, Real Estate Financing, Property Management, Real Estate Transactions, Leases, Acquisitions, Investments, Portfolio Management, Commercial Real Estate, Capital Markets, Finance, Valuation, Joint Ventures, Asset Management, Dispositions
Education
Miami University 1978 — 1980
MBA, Finance
St. John Fisher College 1971 — 1975
BA, Political Science
Convergex March 2008 - Present
The Bank of New York 2002 - 2007
Skills
Strategic Planning, Market Data, Strategy, Bloomberg, Insurance, Management, Securities, Equities, Hedge Funds, Financial Services, Capital Markets, Leadership, Asset Management, Private Equity, Investments, Corporate Law, Sales, Team Building, Public Speaking, Project Management, Risk Management, Program Management
Education
Montclair State University
Bachelor of Science (BS), Psychology, summa cum laude
Keller Williams Signature 2012 - Present
J P Morgan Chase NA February 2006 - 2011
The Bank of New York 1999 - 2006
Skills
First Time Home Buyers, Microsoft Office, New Home Sales, Buyer Representation, Sellers, Mortgage Lending, Foreclosures, Single Family Homes, Real Estate, Investment Properties, Short Sales
Education
Mercy College
Master's degree, Banking and Financial Support Services, 3.83
Monroe College
Associate Degree, Accounting and Business/Management, Suma Cum Larde
Forbes Insurance Services, Inc. July 2005 - Present
FORBES INSURANCE SERVICES, INC July 2005 - Present
The Bank Of New York October 2002 - June 2005
Wachovia Securities Financial Network October 2001 - October 2002
Aetna October 1989 - June 2002
Skills
Microsoft Office, Microsoft Excel, Property & Casualty..., Strategic Planning, Risk Management, Project Management, Business Analysis, Underwriting, Microsoft Word, Process Improvement, Commercial Insurance, Financial Services, Health Savings Accounts, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Life Insurance, Disability Insurance, Retirement, Account Management, CRM, Leadership, Marketing Strategy, Team Building, Training
Education
Mercy College
Masters Degree, Business Administration and Management, General-Securties, 3.7
Volante Realty June 2003 - Present
Family Tree January 2012 - Present
The Bank of New York June 2001 - June 2003
Qwest Communications May 1999 - June 2001
Skills
Real Estate, Selling, Sales, Marketing, Property, Real Estate Transactions, Project Planning, Residential Homes, Real Estate Development, Financial Analysis, Negotiation, Finance, Investment Properties, Management, Property Management, Strategic Planning, Investments
Education
Metropolitan State College of Denver 1994 — 1999
BS, Finance and Real Estate
Citi August 2010 - Present
JPMorgan Chase March 2010 - July 2010
Citi January 2008 - March 2010
Citi August 2006 - December 2007
The Bank of New York 2001 - 2006
Skills
Building Relationships, Strategic Planning, Program Management, Cross-functional Team..., Business Process...
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2004
MBA, Strategic Management & Marketing
Montclair State University
New York Life Investment Management May 2010 - Present
Lord, Abbett & Co. LLC May 2006 - May 2009
Prudential Financial July 1999 - May 2006
The Bank of New York November 1998 - July 1999
Prudential Financial October 1994 - November 1998
Prudential Financial March 1993 - October 1994
Education
Penn State University 1987 — 1991
BS, Economics
Monmouth University 1994 — 1998
MBA, Finance, General
State of New Jersey Div. of Fire Safety and Dept. of Health
Firefighter I, Emergency Medical Technician, HazMat Operations, Incident Management Level II
Fidessa May 2013 - Present
Fidessa January 2008 - Present
Tullett Prebon July 2005 - December 2007
Bloomberg LP June 2000 - June 2005
The Bank of New York 1998 - 2000
Skills
Equities, Derivatives, Electronic Trading, Trading Systems, Market Data, Bloomberg, Equity Trading, Financial Markets, Fixed Income, Trading, Bloomberg Terminal, Capital Markets
Education
Loyola University Maryland 1994 — 1998
B.A., Finance
JPMorgan Chase September 2007 - Present
JPMorgan Chase July 2005 - September 2007
THE BANK OF NEW YORK August 2000 - July 2005
FIDUCIARY TRUST INTERNATIONAL February 2000 - August 2000
STATE OF NEW YORK BANKING DEPARTMENT September 1998 - February 2000
Skills
Credit Risk, DTC, Bloomberg, Derivatives, Portfolio Management, Investment Banking, Capital Markets, FX Options, Financial Risk, Banking, Treasury Management, Credit, Market Risk, Equities, Fixed Income, Structured Finance, Cash Management, Risk Management, Securities Lending, Investments, Trading, Securities, Finance, Financial Services, Loans
Education
Pace University 1997 — 2000
Bachelor of Business Administration, Finance
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1994
Economic, Macroeconomics
DFAS October 2006 - Present
Zurich Cinema Corporation April 2004 - July 2006
The Bank of New York September 2000 - July 2004
Zurich Cinema Corporation February 1998 - September 2000
Skills
Business Management, Critical Thinking, Microsoft Office, Microsoft Excel, Mathematics, Government, Accounting, Management, Customer Service, Microsoft Word, PowerPoint, Microsoft Outlook, Maple, Leadership, Team Leadership, Analysis
Education
State University of New York Empire State College 2012 — 2016
Bachelor of Science (B.S.), Abstract Mathematics
Mohawk Valley Community College 1997 — 2012
Associate of Applied Science (A.A.S.), Business Management
Edward Jones September 2013 - Present
National Financial, a Fidelity Investments Company September 2007 - January 2011
The Bank of New York August 2001 - April 2007
Funds Distributor Inc April 1995 - May 2001
Skills
Strategy, Financial Services, Business Planning, New Business Development, CRM, Portfolio Management, Finance, Credit, Risk Management, Business Strategy, Investments, Strategic Financial..., Loans, Consulting, Funding, Mutual Funds, Banking, B2B Marketing Strategy, Account Management, Analytics, Leadership, Strategic Planning, Executive Management, Asset Management, Sales, Marketing, Securities, Retirement, Start-ups, Mergers & Acquisitions, Equities, Financial Planning, Relationship Management, Wealth Management, Series 7, Management, Training, Insurance, Small Business, Team Building, Cash Management, Business Development, Alternative Investments, Sales Management, Corporate Finance, Series 63, B2B, Project Management, Due Diligence, Strategic Partnerships
Education
Merrimack College 1987 — 1992
B.S., Business
Harold A. Adler, Inc. January 2001 - Present
The Bank of New York 1990 - 1994
Barclay Bank PLC 1989 - 1990
American Express Bank International 1988 - 1989
Barclays Bank PLC 1987 - 1988
Skills
Collections, B2B Debt Collections, Financial Services, Medical Collections, Professional Services, Debtor Collector, Banking, Accounts Receivable
Education
LIU Post 1980 — 1984
Bachelor of Science-Business Adminstration, Management, Finance, Economics
BNY Mellon May 2011 - Present
Measurisk January 2008 - April 2011
Deutsche Bank AG January 2007 - January 2008
The Bank of New York 2005 - 2007
Skills
Securities, Hedge Funds, Financial Risk, Investments, Derivatives, Risk Management, Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Due Diligence, Fixed Income, Financial Modeling, Capital Markets, Analytics
Education
Loyola University Maryland 2001 — 2005
CohnReznick October 2012 - Present
The Institute of Internal Auditors August 2008 - Present
JH Cohn LLP May 2005 - October 2012
The Bank of New York April 2004 - May 2005
The Trustcompany of New Jersey December 2002 - April 2004
Education
Montclair State University 1998 — 2002
BS, Accounting and Finance
Sandvik, Inc. June 2008 - Present
The Bank of New York November 2000 - December 2007
Lexington Management Corp October 1988 - November 2000
Skills
Relationship Management, Public Speaking, Human Resources, Personnel Management, Recruiting, Strategic Planning, Employee Benefits, Employee Engagement, Management, Project Management, Asset Management, Team Building, Time Management
Education
New Jersey City University
Bachelor of Arts, Psychology
Federal Reserve Bank of New York October 2008 - Present
Federal Reserve Bank of New York February 2001 - February 2008
The Bank of New York January 2000 - January 2001
The Bank of New York July 1998 - November 2000
The Bank of New York January 1996 - July 1998
Bank of New York March 1993 - February 1996
Skills
Active Directory, Laptops, XP, Desktop Support, SQL, Oracle SQL Developer, Remote Desktop, Outlook, BMC Remedy, microsoft office suite, Visio, Business Analysis, Disaster Recovery
Education
Mercy College 1994 — 1998
Master's Degree, Organizational Leadership, 3.5
TD Bank May 2012 - Present
TD Bank May 2009 - Present
Seeking New Challenges in the Philadelphia Area September 2008 - September 2010
The Bank of New York Mellon August 1990 - September 2008
The Bank of New York August 1990 - October 2002
Ellenville National Bank April 1988 - August 1990
Rite Aid Pharmacy May 1987 - February 1988
- Stewart’s Store May 1986 - August 1986
Ellenville National Bank September 1982 - August 1985
Skills
Microsoft Certified..., Access, Cash Management
Education
Long Island University 1992 — 1997
Masters in Business Administration
State University of New York at New Paltz 1985 — 1987
Bachelor of Science, Business Administration - Marketing
Ulster County Community College 1983 — 1985
Associate of Science, Business Administration
OpHedge Investment Services January 2008 - January 2009
The Bank of New York June 1996 - July 2007
THE BANK January 1995 - January 1996
The Bank of New York January 1994 - January 1995
Personal Trust Department January 1987 - January 1994
PERSONAL TRUST DEPARTMENT January 1987 - January 1994
The Bank of New York January 1984 - January 1987
Skills
Mutual Funds, Hedge Funds, Financial Services
Education
Mercy College
Bachelor of Science, Finance
New York State Banking Estate School
New York State Banking Trust School
Bank of New York Mellon August 2010 - Present
Bank of New York Mellon 2009 - Present
The Bank of New York August 1999 - August 2010
Skills
Endeavor, DB2, Quality Center, COBOL, Mainframe, CICS, JCL, VSAM, Banking, XML, Requirements Analysis, Requirements Gathering, CVS, Management, SDLC, JSP, Weblogic, Xpediter, Struts, JDBC, Web Services, Fileaid, CMM, CMF, Software Project..., International Project..., IT Risk Management, Business Continuity, Disaster Recovery, Data Security
Education
Pace University 2006 — 2009
Master of Science, Software Design and Architecture
Chubb Institute 1996 — 1997
Certificate in mainframe programming
Moscow Technical University of Communications and Informatics (MTUCI) 1974 — 1980
undergraduate, Telecommunication
Raytheon February 2008 - Present
Millennium Pharmaceuticals May 2005 - October 2007
GE Supply May 2004 - March 2005
GE Power Systems November 2001 - February 2004
GE Power Systems May 2001 - November 2001
New Hartford Sheet Metal April 2000 - March 2001
Oneida Healthcare Center September 1999 - April 2000
Low Complexity Manufacturing Group (Xerox) November 1998 - August 1999
The Bank of New York January 1996 - January 1998
The Bank of New York January 1995 - January 1996
Skills
Procurement, Shipping, PowerPoint, Supplier Development, Strategic Sourcing, Purchasing, Supply Management, MRP, Negotiation, Manufacturing, Materials Management, Supply Chain Management, International..., ITAR Trained, Six Sigma, Prism, Oracle Applications
Education
Utica College 1996 — 1999
BS, Business
Mohawk Valley Community College 1992 — 1994
AA, Business
Whitesboro High School 1988 — 1992
BNY Alternative Investments LLC 2005 - Present
The Bank of New York 2005 - Present
Bank of New York Mellon May 1995 - Present
Bank of New York Mellon May 1995 - May 2005
Skills
Mutual Funds, Trading Systems, Financial Analysis, Hedge Funds, Financial Modeling, Asset Allocation, Fund Administration, Equities, Alternative Investments, Fund Of Funds, Capital Markets, Financial Risk, Investments, Asset Managment, Relationship Management, Asset Management, Series 7, Fixed Income, Risk Management, Investment Banking, Prime Brokerage, Back Office, Management, Financial Services, Securities, Portfolio Management, Valuation, Bonds, Financial Markets, Trading, Derivatives, Banking, Private Equity, Investment Management, Bloomberg, Corporate Actions, Fund Accounting
Education
Mercyhurst University 1988 — 1992
The Bank of New York 1998 - 2006
Georgeson Shareholder Communications 1996 - 2000
Standard & Poors 1997 - 1998
Education
LIU Post 1990 — 2007
Citi June 2013 - Present
Teaneck Logistics May 2011 - February 2013
GameStop May 2009 - May 2011
The Bank of New York January 2004 - August 2009
Bank of NY Mortgage Company / Everbank Reverse Mortgage January 2004 - August 2009
IPI Skyscraper Mortgage 2003 - 2004
Homestar Direct 2001 - 2003
Skills
Mortgage Lending, Credit Scoring, Credit Analysis, Real Estate, Sales, Sales Management, Microsoft Excel, Commercial Mortgages, Mortgage Servicing, Asset Based Lending, Wholesale Lending, Wholesale Banking, Wholesale Real Estate, Correspondent Banking, New Business Development, Account Management, Bloomberg, Real Estate Lending, Loan Origination, Banking, Loans, Credit, Finance, Portfolio Management, Fixed Income, Funding, Capital Markets, Mortgage Banking, Residential Mortgages, Underwriting, Reverse Mortgages, Real Estate Financing, Financial Analysis, Financial Structuring, Risk Management, Commercial Lending, FHA, Investments, Relationship Management, Securities, Mortgage Underwriting, Financial Services, Refinance, Structured Finance, Selling, Financial Planning, FHA Financing
Education
Montclair State University
Bachelor of Arts, Humanities
JPMORGAN CHASE October 2006 - July 2007
The Bank of New York February 2004 - September 2006
Canon 1981 - 1990
Education
New York Institute of Technology 1982 — 1984
Business Administration
Nassau Community College 1974 — 1975
liberal arts
Moody's Corporation July 2015 - Present
MetLife April 2014 - April 2015
MetLife May 2010 - April 2014
Wells Fargo May 2008 - May 2010
Wachovia Securities July 2004 - December 2007
Wachovia, A Wells Fargo Company May 2000 - July 2004
The Bank of New York July 1995 - April 2000
Skills
Fixed Income, Financial Structuring, Trading, Loans, Structured Products, Valuation, Bloomberg, CMBS, Capital Markets, Financial Markets, Equities, Derivatives, Portfolio Management, Series 63, CDO, Credit
Education
Manhattan College 1993 — 1997
Douglas Elliman Property Management March 2012 - Present
The Bank of New York Mellon July 2008 - December 2011
Citi 2007 - 2008
Citi 1997 - 2007
The Bank of New York 1986 - 1997
Irving Trust Company 1985 - 1986
Donaldson, Lufkin & Jenrette 1984 - 1985
Federbush, Semel & Cardello 1983 - 1984
Skills
Banking, Investments, Securities, Cross Selling, Business Relationship..., ERISA, Global Custody, Client Relationship..., Relationship Management, CRM, Strategy, Financial Services, Business Development, Capital Markets, Management
Education
Manhattan College 1987 — 1989
Master of Business Administration, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1982
Bachelor of Science, Management
The Bank of New York 2006 - Present
Moodys 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Equity Research, Trading Systems, Post Trade Applications, Commission Management, .NET, C#, ASP.NET, Microsoft SQL Server, Web Services, WCF, VB.NET
Education
Manipal Institute of Technology
Masters in InformationTechnology
Citi September 2006 - Present
The Bank of New York December 1998 - July 2006
Skills
Securitization, Relationship Management, Fixed Income, Securities, Bloomberg, Banking, Structured Finance, Structured Products, Investment Banking, Financial Markets, Hedge Funds, Capital Markets, Bonds, Investments, Loans, Financial Services, Credit, Asset Management, Finance, Mortgage Lending, MBS, ABS, Financial Risk, Residential Mortgages, Commercial Banking
Education
Manhattan College 1992 — 1997
Bachelor of Science, Finance & Management
Fordham Prep 1988 — 1992
High School/Secondary Diplomas and Certificates
Deutsche Bank Securities February 2014 - Present
Deutsche Bank Securities June 2010 - January 2014
Deutsche Bank Securities June 2007 - June 2010
The Bank of New York June 2006 - September 2006
Credit Suisse First Boston June 2005 - August 2005
Skills
Financial Institutions, Investment Banking, Valuation, Financial Modeling, Corporate Finance
Education
Middlebury College 2003 — 2007
BA, Economics
Intermediate Capital Group August 2013 - Present
CIFC September 2011 - August 2013
Alcentra June 2008 - September 2011
The Bank of New York March 2007 - September 2011
Citib June 2005 - January 2007
Goldman Sachs 2007 - 2007
Education
Lincoln University 2001 — 2005
Bachelor, Finance & Banking
ProTrak International December 2013 - Present
Self Employed January 2013 - June 2013
Fundspire January 2012 - December 2012
Cogency Software February 2009 - January 2012
Pertrac Financial Solutions March 2005 - November 2008
Administaff March 2004 - March 2005
Ambrose Employer Group, LLC August 2002 - January 2004
Paychex June 1998 - April 2002
The Bank of New York August 1995 - May 1998
Skills
Hedge Funds, Investments, Portfolio Management, Asset Managment, Fund Of Funds, Alternative Investments, Asset Management, Equities, Financial Markets, Sales, Management, Start-ups, CRM, Asset Allocation, Financial Services, Mutual Funds, Due Diligence, Funding, Investor Relations, Analysis
Education
Long Island University, C.W. Post Campus
BS, Accounting
City of New York January 2011 - Present
City of New York July 2008 - January 2011
Morgan Stanley March 2000 - July 2008
The Bank of New York March 1997 - March 2000
Symbol Technologies July 1995 - March 1997
Skills
DB2, Sybase, Informatica, ETL, Databases, Java, OBIEE, PHP, Talend, jQuery, Perl, Oracle SQL, C#, Web Services, Database Design
Education
Mapua Institute of Technology 1983 — 1988
BSEE
Barclays Capital July 2014 - Present
Girl Scout Council of Nassau County June 2003 - Present
BBVA New York June 2012 - July 2014
Citigroup May 2006 - June 2012
Deustche Bank November 2004 - May 2006
The Bank of New York May 1997 - November 2004
The Greater New York Savings Bank November 1994 - May 1997
Skills
Fixed Income, Financial Analysis, Risk Management, Derivatives, Finance, Trading, Investment Banking, Investments, Banking, Series 7, Portfolio Management, Internal Audit, Options, AML, Securities, Financial Risk
Education
Adelphi University - Robert B. Willumstad School of Business 1996 — 1999
MBA, Corporate Finance and Investments
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance, International Relations
Holy Trinity Diocesan High School 1986 — 1990
NYS Regents Diploma
Lam Research August 2011 - Present
JPMorgan Chase 2006 - August 2011
The Bank of New York 1999 - 2006
Caldor 1988 - 1999
Skills
Performance Management, Employee Relations, Conflict Resolution, Talent Acquisition, Leadership Development, Deferred Compensation, Succession Planning, Talent Management, Compensation & Benefits..., Training, Change Management, Employment Law, Coaching, Onboarding, Human Resources, Workforce Planning, Employee Engagement, HRIS
Education
Mercy College 2004 — 2006
Master's degree, Human Resources Management
City University of New York-Herbert H. Lehman College 1984 — 1989
Bachelor of Arts (B.A.), Psychology
Oberlin College 1983 — 1984
JPMorgan Chase 2006 - 2007
The Bank of New York 1993 - 2006
Education
Montclair State University 1982 — 1986
BS, Psychology
Morgan Stanley Wealth Management July 2008 - Present
Deutsche Bank Trust Company Americas July 2007 - December 2007
The Bank of New York June 2002 - June 2007
United States Trust Company of New York May 2000 - June 2002
The Bank of New York April 1997 - May 2000
United States Air Force November 1984 - July 1992
Skills
Securities, Mutual Funds, Fixed Income, MBS, Corporate Trust, Bloomberg, Asset Managment, Investments, Asset Management, Finance, Structured Products, Financial Services, Corporate Actions, Structured Finance, Settlement, Capital Markets, Bonds, Derivatives, Hedge Funds, Investment Banking, Equities, Alternative Investments, Series 7, Financial Markets, Bloomberg Terminal, Securitization, Trading, Credit Derivatives, Back Office, ETFs, Equity Derivatives, Portfolio Management, Swaps, Asset Allocation, Emerging Markets, Fund Administration
Education
Mercy College
Bachelor of Science, Banking and Business Administration specializing in the securities industry
New York Institute of Finance
The Bank of New York September 1985 - April 2007
Skills
Securities, Human Resources
Education
Long Island University, Southampton Campus
business
Fair-Rite Products Corp November 1998 - Present
The Times Herald Record 1986 - 1998
The Bank of New York 1972 - 1986
Skills
Benefits Administration, Succession Planning, Employee Relations, Strategic Planning, Applicant Tracking..., HRIS, Employee Engagement, Performance Management, Organizational..., Human Resources, Talent Acquisition, Recruiting, Talent Management, Employee Benefits, Management
Education
Minot State University
Teacher Education
Society For Human Resource Management
SPHR, Human Resource
State University of New York Empire State College
BS, Human Resource Management
Wallkill
Time Warner Cable April 2015 - Present
Greenleaf VI Inc. May 2013 - October 2014
Greenleaf, VI Inc. February 2007 - May 2013
March of Dimes August 2004 - January 2007
The Bank of New York September 2002 - August 2004
Skills
Budgets, Benefits Administration, Data Entry, Payroll, Interviews, HRIS, Grants, Human Resources, Onboarding, Outlook, Leadership, Performance Management, Job Descriptions, Conflict Resolution, Office Administration, Time Management, Customer Service, HR Policies, Hiring, Training, Employee Relations, Talent Management, Personnel Management, FMLA, Employee Benefits, Building Relationships, Deferred Compensation
Education
Walden University 2011 — 2013
Master of Science (MS)
Monroe College 2001 — 2004
Bachelor of Business Administration (B.B.A.)
The Bank of New York Mellon 1991 - Present
BNY Mellon 1991 - Present
The Bank of New York 1991 - Present
Skills
Project Management, Banking, Portfolio Management, Commercial Lending, Credit, Fixed Income, Capital Markets, Hedge Funds, Equities, Investments, Securities, Loans, Asset Management, Derivatives, Financial Services, Mutual Funds, Series 7
Education
Pace University 2005 — 2010
MBA, Finance
Mercy College 1985 — 1991
BS, Management/English
Union Bank August 2011 - Present
A.G. Edwards & Sons, Inc. 2003 - 2004
Charles Schwab January 2001 - November 2003
Bank of the West 2000 - 2001
The Bank of New York 1997 - 2000
Education
Loyola University Chicago
Charles Schwab Bank March 2000 - March 2008
The Bank of New York October 1997 - March 2000
Sumitomo Mitsui Banking Corporation May 1996 - October 1997
Bank of America August 1984 - April 1996
Education
Manuel L. Quezon University 1977 — 1981
Bachelor of Science, Psychology
BNY Mellon July 2012 - Present
BNY Mellon September 2009 - July 2012
BNY Mellon May 2006 - September 2009
Investors Bank and Trust November 2004 - December 2005
The Bank of New York June 2004 - November 2004
GlobeOp Financial Services September 2003 - March 2004
State Street Corporation December 2000 - April 2002
Mutual / Hedge Funds Department June 1999 - December 2000
Mutual / Hedge Funds Department May 1998 - June 1999
Putnam Investments December 1996 - May 1998
Skills
Corporate Trust, Corporate Actions, Fund Accounting, Fixed Income, Derivatives, P&L, Private Equity, Business Relationship..., Product Management, Bonds, FX Options, Bloomberg, Hedge Funds, Equities, Options, Mutual Funds, Trading, Financial Services, Portfolio Management
Education
Marymount University 1991 — 1996
Bachelor of Business Administration, International Business
Hudson County Dept. of Human Services June 2010 - Present
Pricewaterhouse Coopers 2001 - 2008
The Bank of New York 1997 - 2001
Skills
Access, Management, Risk Management, Accounting, Auditing, Business Analysis, Process Improvement, Microsoft Excel, SDLC, Teamwork, Visio, Insurance
Education
New Jersey City University 1993 — 1997
BS- Business Administration/Management, Management
Wellness in the Schools September 2012 - June 2014
Mala'ai: The Culinary Garden of Waimea Middle School August 2011 - May 2012
Un Deux Trois Catering Co. November 2010 - May 2012
Dean & Deluca March 2006 - December 2009
Cafe Maison August 2001 - May 2004
Culinary Center of Kansas City September 1999 - December 2001
The Bank of New York December 1992 - August 1993
Beacon Capital Management February 1988 - December 1992
Education
Miami University 1984 — 1988
BA, Classical Humanities, minor in Latin & British Lit
The Elisabeth Morrow School August 2010 - Present
The Bank of New York 2000 - 2002
First Union 1998 - 2000
Wachovia Bank 1997 - 1997
Education
Vanderbilt University - Owen Graduate School of Management 1996 — 1998
M.B.A., Finance
Villanova University 1990 — 1994
B.S., Finance
Montclair State University
Hudson Valley Federal Credit Union August 2010 - Present
The Bank of New York February 1999 - February 2002
Skills
Financial Services, Mutual Funds, Banking, Customer Service, Microsoft Office, Team Building, Process Improvement, Sales, Microsoft Word, Leadership, PowerPoint, Training, Coaching, Succession Planning, Employee Training, Interviews, Sales Management, Team Leadership, Data Analysis, Inventory Management
Education
Marist College 2006 — 2009
MBA, Business
Studer Group July 2010 - Present
Taylor Performance Solutions, Inc. 2008 - June 2012
Adult Professional Education Exchange (APEX) 2006 - 2008
Frederick County National Bank (FCNB), MD. January 1997 - June 1999
The Bank of New York 1988 - 1995
Skills
Leadership, Training, Coaching, Customer Service, Change Management, Non-profits, Leadership Development, Public Speaking, Management, Organizational..., Employee Engagement, Team Building, Employee Training, Staff Development, Nonprofits, Workshop Facilitation, Instructional Design
Education
Marymount Manhattan College 1978 — 1981
BA, Buisness and Communications
Manhattan College 1977 — 1981
Bachelor of Arts (B.A.), communications
Guiding Eyes for the Blind December 2014 - Present
JPMorgan Chase July 2010 - December 2014
2004-2009JPMorganChase - Chase Student Loans December 2004 - June 2009
Citigroup - Student Loan Corporation January 1999 - November 2004
Chase Manhattan Bank January 1993 - January 1999
Citibank January 1990 - January 1993
First Nationwide Bank June 1986 - June 1990
Westchester Federal Savings Bank January 1985 - January 1986
M&T Bank January 1984 - January 1985
The Bank of New York January 1981 - January 1984
Skills
Credit, Portfolio Management, Loans, Risk, Risk Management, Banking, Coaching, PowerPoint, Word, Microsoft Office, Excel, Financial Risk, Underwriting, Consumer Lending
Education
Marist College 1974 — 1978
B.S., Business Administration
American Institute of Banking
Marist CollegeAmerican Institute of Banking
B.S, Business Administration
New York State Bankers' AssociationInstitute of Financial Education
M.B.A
Ramp4Paws, LLC CEORamp4Paws, LLCAugust 2004 - Present
The Bank of New York January 1981 - December 1987
Education
University of PA (The Wharton School) 1979 — 1980
MBA, Management
Mount Holyoke College 1970 — 1974
AB, Political Science
The Bank of New York May 1988 - June 2008
THE BANK OF NEW YORK MELLON January 1988 - January 2008
The Bank of New York January 1999 - January 2003
The Bank of New York January 1988 - January 1999
Skills
Process Improvement, Leadership, Management, Program Management, Human Resources, Operations Management, Banking, Customer Service, Business Analysis, Project Management, CRM
Education
Nassau Community College 1989 — 1992
Business Administration
Nassau Community College
Business Administration
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Edward Jones July 2008 - Present
The Bank of New York October 1997 - April 2008
Skills
Trust Services, Estate Planning, Investment Advisory, Trusts, Wealth, Investments, Mutual Funds, Estate Tax Planning, Trust Management, Asset Allocation, Fixed Annuities, Securities, Wealth Management..., Asset Management
Education
Webster University 1986 — 1990
Master of Arts (M.A.), Finance, General
Missouri State University 1972 — 1977
Bachelor of Arts (B.A.), Clothing and Textiles
BNY Mellon February 2014 - Present
BNY Mellon Asset Servicing November 2009 - Present
Bank of New York Mellon July 2011 - February 2014
BNY Mellon October 2008 - October 2009
Bankers Trust Company January 2007 - October 2008
The Bank of New York December 2003 - January 2007
Skills
Experienced Securities...
Education
Merrimack College 1984 — 1987
Business, Finance and Management
CFP
Certified Financial Planner
Johnson & Johnson December 2013 - Present
The March of Dimes Foundation, Inc. December 2011 - September 2012
Save the Children March 2007 - November 2011
Eisai Pharmaceuticals April 2006 - January 2007
Greenwich Associates February 2004 - March 2006
The Shubert Organization April 2002 - February 2004
The Bank of New York March 1998 - January 2004
Skills
Excel, Compliance, Budgeting, Microsoft Office, Accounting, Access, Performance Management, Tax, Employee Relations, Administration, Non-profits, Change Management, Financial Reporting, Fundraising, Word, Outlook, PowerPoint, Risk Management, Audit, Customer Service, Team Building, Payroll, PeopleSoft, MS Project, Financial Management, HTML, Coaching, ADP, Event Planning, Public Speaking, System Administration, Microsoft Excel, Analysis, Budgets, Organizational..., Nonprofits, Microsoft Word, Recruiting, Managerial Finance, Grants, ADP Payroll, Employee Benefits, Program Management, Management, Auditing, Project Planning
Education
Mercy College
BS, Accounting Specialization in Taxation
JPMorgan Chase Vice President, Product ManagerJPMorgan ChaseOctober 2006 - Present
The Bank of New York July 1989 - October 2006
Education
Manhattanville College
MERCANTIL COMMERCEBANK March 2014 - Present
Northern Trust March 2013 - March 2014
BankAtlantic August 1997 - October 2012
The Bank of New York August 1993 - July 1997
Republic National Bank December 1987 - June 1993
Southeast Bank 1978 - December 1987
Skills
Letters of Credit, Trade Finance, Documentary Collections, Discount, Import/Export Letters..., International Trade, Standby LC, Documentary..., Aval, Draft Discount,..., Leadership, OFAC, Credit, Loan Servicing, Consumer Lending, Treasury Management, Credit Analysis, Commercial Banking, Small Business Lending, Banking, Commercial Lending
Education
Miami Dade College
NotifyMD December 2001 - June 2011
TransOcean Imports December 2007 - June 2008
The Bank of New York January 2000 - December 2000
Education
Monroe College-New Rochelle 2000 — 2001
N/A, Computer Science
University of Maryland Eastern Shore 1997 — 1998
N/A, Computer Science
Mount Vernon High School 1993 — 1997
Business, Accounting
Archbishop Molloy High School January 2015 - Present
St. Joseph High School, Brooklyn, New York 2010 - January 2015
Mellon Capital Management September 2003 - August 2009
The Bank of New York Mellon December 1999 - September 2003
The Bank of New York Mellon October 1992 - December 1999
The Bank of New York November 1990 - October 1992
Skills
Operating Budgets, Financial Accounting, US Equities, Index Options, Managed Futures, Index Funds, Strategic Financial..., Mutual Funds, Hedging, Financial Reporting, Forecasting, Financial Analysis, Investment Advisory, Wealth Management, Process Improvement, Structured Products, Swaps, Financial Risk, Business Analysis, Equity Trading, Financial Markets, Portfolio Optimization, Alternative Investments, Asset Allocation, Trading Systems, FX Options, Hedge Funds, Investment Management, Financial Modeling, Analysis, Financial Services, Valuation, Due Diligence, Investment Strategies, Fixed Income, Strategic Planning, Capital Markets, Budgets, Trading Strategies, Cross-functional Team..., Management, Investments, Equity Derivatives, Accounting, Finance, Portfolio Management, Equities, Risk Management, Derivatives, Trading
Education
Long Island University, C.W. Post Campus 1983 — 1986
BS, Accounting
Nassau Community College 1980 — 1982
AS, Accounting
ST. Pius X 1976 — 1980
UBS Global Asset Management October 2007 - Present
The Reserve Funds 2005 - 2007
The Bank of New York 1999 - 2005
Salomon Smith Barney February 1996 - June 1999
Skills
Fund Administration, Investments, Fixed Income, Valuation, Mutual Funds, Securities, Asset Managment, Asset Management, Bloomberg, Banking, Derivatives, Equities, Fund Of Funds, Portfolio Management, Hedge Funds, Trading
Education
LIU Post 1991 — 1996
BS, Accounting
Verizon Wireless March 2013 - Present
Merck June 2010 - December 2012
Merrill Lynch November 2009 - June 2010
KPMG April 2009 - November 2009
The Bank of New York November 1998 - February 2009
Skills
SAP, Data Analysis, Project Management, Visio, Business Intelligence, Requirements Gathering, Internal Controls, Accounting
Education
Montclair State University
Bachelor's degree, Business Administration/Management
Chubb Programming Institute, Parsippany NJ 1993 — 1994
Mainframe Programming Certificate
Bloomfield College September 2014 - Present
Bloomfield College January 2014 - June 2014
MARFOR International Advisory, LLC December 2010 - February 2011
The Bank of New York August 1991 - August 2005
Mazda Motor of America 1989 - 1991
Skills
Creative Writing, Report Writing, Leadership, CRM, Training, Business Writing, Commercial Banking, Budgets, Portfolio Management, Marketing Communications, Social Media Marketing, Event Planning &..., Finance, Business Development
Education
Montclair State University 1980 — 1984
Bachelor of Science, Business Administration
Jon Stroble and Associates
Lehman Brothers October 2008 - Present
Barclays Capita January 2005 - October 2008
The bank of New York October 1997 - January 2005
Education
New Jersey City University 1996 — 2000
Bachelors, Accounting
Keenpac August 2007 - Present
The Bank of New York January 2002 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Continuous Improvement, Supply Chain, Warehousing, Logistics, Negotiation, Process Improvement, Supply Chain Management, Sales Management, Team Leadership, Product Development, B2B, Operations Management, Corrugated, Management
Education
Mount Saint Mary's College 2004 — 2006
Bachelor of Applied Science (BASc), Business Administration and Management, General
SUNY Orange 1999 — 2002
Associate's degree, Business Administration and Management, General
Grade 5 and 6 January 2011 - Present
Lehman Brothers Holdings Inc January 2009 - January 2011
Barclays Capital January 2005 - January 2009
Bank of New York January 2004 - January 2005
Government National Mortgage January 2001 - January 2004
The Bank of New York January 1997 - January 2001
The Bank of New York January 1993 - January 1997
Skills
Fixed Income, Good Customer Service..., Bloomberg, ICI IMPACT, Customer Service, Derivatives, Microsoft Word, Microsoft Excel, Microsoft Powerpoint
Education
New Jersey Real Estate School 2010 — 2010
New Jersey Real Estate Salesperson License, Real Estate
New Jersey City University 1996 — 2000
Bachelor of Science, Accounting, 3.5
Colonial Consulting LLC April 1995 - Present
The Bank of New York 1992 - 1994
Skills
Hedge Funds, Equities, Alternative Investments, Asset Allocation, Performance Attribution, Mutual Funds, Fund Of Funds, Private Equity, Performance Measurement, Fixed Income, Investment Performance, Client Service Oriented, Separately Managed...
Education
New Jersey City University 1989 — 1992
BS, Finance
The Bank of New York August 2003 - Present
The Bank of New York Mellon 2003 - Present
International Network Services August 1997 - October 2003
SITA May 1993 - October 1994
Crompton Greaves December 1992 - April 1993
Crompton Greaves April 1992 - December 1992
PIE Medical Imaging (Santa Cruz India) March 1990 - March 1991
Skills
Data Center, Analysis, Virtualization, Network Architecture, Troubleshooting, Cisco Technologies, ITIL, Networking, Risk Management, Network Security, VMware, Firewalls, PCI DSS, IT Operations, Vendor Management, Information Security, Information Security..., Disaster Recovery, Switches, Cloud Computing, WAN, Unix, ATM networks, Routing, Business Continuity, Servers, Process Improvement, SDLC, Integration, Security, Enterprise Architecture, Hardware, IT Service Management, Program Management, Change Management, CISSP, IT Management, Project Management, IT Strategy, System Administration, Cisco Routers, Solaris, VPN, Information Technology, Solution Architecture, Infrastructure, System Deployment, Network Design, PMP, Governance
Education
Manipal Institute of Technology 1985 — 1989
BE, Electronics and Communication
Mithibai College 1983 — 1985
Jr College, Science
Mount Mary High School 1972 — 1983
High School
Partyka & Company February 2012 - Present
The Bank of New York February 1990 - March 2010
First of Michigan Corporation March 1985 - February 1990
Education
Macomb Community College 2011 — 2011
Certificate, Phlebotomy
Macomb Community College
Associate Degree, Business Management
Mitsubishi UFJ Financial Group, Inc. October 2014 - Present
Citi March 2003 - May 2014
Citi March 2003 - August 2008
The Guardian Life Insurance Company of America June 2001 - December 2002
MasterCard - Orbiscom Inc. November 2000 - June 2001
Nippon Life Benefits April 2000 - November 2000
The Bank of New York February 1995 - April 2000
Skills
Account Reconciliation, Budgets, Forecasting, Financial Modeling, General Ledger, Fixed Assets, Financial Statements, Cash Flow, Accounts Payable, Analysis, Corporate Finance, Microsoft Excel, Expense Allocation, Payroll, Financial Analysis, Financial Analysis &..., Cost & Expense..., Financial Management &..., Financial Consolidation..., Variance Analysis, Financial Planning, Financial Reporting, Finance, Accounting, Management, Sarbanes-Oxley Act
Education
Long Island University
Accounting
Hudson Heritage Federal Credit Union October 2010 - Present
Orange Regional Medical Center 2010 - 2010
The Bank of New York 2000 - 2006
Education
Marist College 1999 — 2004
Wells Fargo Securities AssociateCitigroupMay 2006 - February 2009
The Bank of New York June 2005 - May 2006
Skills
Series 7, Strategy, Series 63, Securities
Education
Lehigh University - College of Business and Economics 2001 — 2005
Seton Hall Prep 1996 — 2000
Economic Opportunity Commission of Nassau County, Inc. October 2013 - Present
THE BANK OF NEW YORK MELLON January 2004 - April 2010
BNY Mellon 2005 - 2006
THE BANK OF NEW YORK January 2001 - January 2004
THE BANK OF NEW YORK June 1997 - January 2001
Skills
Specialties: New..., Banking, Risk Management, Portfolio Management, CRM, Management, Investments, Process Improvement, Relationship Management, Accounting, Cash Management, Software Documentation, Investment Banking, Strategic Planning, Time Management, Marketing, Negotiation, Internal Audit, New Business Development, Payments, Trading
Education
City University of New York- York College 1990 — 1992
Bachelor of Science, Business Administration
Nassau Community College 1990 — 1992
Associate of Science, Business Administration
PIMCO July 2013 - Present
Citi June 2011 - July 2013
Newgate Capital Management LLC. June 2006 - June 2011
The Bank of New York February 2003 - June 2006
Alliance Capital Management February 2000 - January 2003
Skills
Asset Management, Fixed Income, Investments, Trading
Education
Monroe College
BBA, Business Management
The Bank of New York April 2012 - Present
Pershing LLC, affiliate of the Bank of New York Mellon 1993 - 2013
Pershing March 1993 - April 2012
Education
New Jersey City University 1989 — 1994
BS, Political Science
Atlantic Stewardship Bank December 2013 - Present
Societe Generale September 2009 - December 2013
Barclays 2012 - 2012
The Bank of New York December 1987 - September 2009
Skills
Portfolio Management, Capital Markets, Loan Servicing, Loans, Derivatives, Credit, Banking, Credit Analysis
Education
Montclair State University 1982 — 1984
Business Administration
HSBC January 2012 - Present
HSBC 2007 - February 2012
HSBC 2007 - 2011
ABN AMRO February 2006 - October 2007
Morgan Stanley August 2003 - December 2005
The Bank of New York July 1995 - August 2003
Skills
Fraud, Banking, AML, Risk, Anti Money Laundering, Bank Secrecy Act, Credit Cards, Due Diligence, Enterprise Risk..., Financial Risk, Investigation, Management
Education
Mercy College 1998 — 2002
MS
Manhattan College 1989 — 1993
BA
Queens Medallion Leasing, Inc. 2000 - Present
The Bank of New York 1995 - 2000
Skills
Excel, Word, Microsoft Office
Education
Long Island University 1991 — 1993
Master's degree, Marketing
Home office October 2010 - Present
Art-Cepts October 2010 - Present
The Bank of New York January 1999 - October 2010
Enviromasters International Airedale Division June 1997 - January 1999
Skills
Microsoft Office, Microsoft Windows 98, Microsoft Office 2007, Microsoft Works, Microsoft Office 2003, Lotus Notes, Microsoft Excel, Apprentice HVAC, Windows XP Professional, Interprets diagrams, Troubleshoots computers, reads Electrical..., light Carpentry, Admintrative Files, Financial Calculations, remove/replace...
Education
Mohawk Valley Community College 2009 — 2009
Coursework, Public Safety
International Correspondence School 1994 — 1995
Business Management, A student
Utica College
AAS, Electronics Technology
Western New England College 1977 — 1977
Semester, English studies
Berkshire Hathaway Specialty Insurance July 2013 - Present
Zurich NA December 2010 - July 2013
Zurich NA April 2007 - 2010
Zurich NA June 2006 - April 2007
Western World Insurance Group November 2002 - June 2006
The Bank of New York June 1999 - November 2002
Skills
Underwriting, Casualty, Property & Casualty...
Education
Long Island University 2004 — 2005
MBA, Business Management
Ramapo College of NJ January 2004
B.S, Business Administration
The Bank of New York Mellon 2006 - 2011
The Bank of New York 1999 - 2006
The Bank of New York 1987 - 1998
Skills
Client Relationship..., know your customer...
Education
Manhattanville College 1974 — 1978
Bachelor of Arts, Economics and Psychology
Mills College
StateFarm March 1998 - Present
Prudential Insurance August 1996 - March 1998
The Bank of New York June 1994 - August 1996
Skills
Underwriting, Property & Casualty..., Insurance, Casualty, Claims, Customer Service, Claims Management, Accident, Microsoft Office, Word, Negotiation, Problem Solving, PowerPoint, Banking, Outlook, Pricing, Policy, Liability, Claim
Education
Montclair State University 1987 — 1991
BS, Business Administration
U.S. Bank July 2013 - Present
BNP Paribas 2006 - 2011
BNP Paribas 2001 - 2006
The Bank of New York 1998 - 2001
The Bank of New York 1996 - 1998
Chemical Bank 1993 - 1995
CITIBANK NA February 1993 - August 1993
Banco Popular de Puerto Rico 1989 - 1992
Moody's Investors Service May 1987 - January 1989
Skills
Equities, Cash, Investments, Administration, Private Equity, Corporate Trust, AML, Credit Analysis, Mutual Funds, Fixed Income, Valuation, Portfolio Management, Hedge Funds, Banking, Credit Risk, Finance, Management, Mergers & Acquisitions, Bonds, Financial Analysis
Education
Manhattan College
Bachelor of Science (B.S.), Marketing
Lehigh Maritime Corp 2009 - Present
HSBC October 2006 - November 2007
The Bank of New York August 1999 - September 2006
Skills
Microsoft Office, Outlook, Banking, Microsoft Excel, Lotus Notes, Customer Service, Teamwork, Administrative..., Access, Office Administration, Office Management, Operations Management
Education
Long Island University
MBA, Business Administration
Karen Ann Quinlan Memorial Foundation November 2006 - Present
Karen Ann Quinlan Hospice 2006 - Present
The Bank of New York 2005 - 2006
Skills
Banking, Credit, Cash Management, Account Reconciliation, Finance, Microsoft Excel, Invoicing, Auditing, Nonprofits, Accounts Payable, General Ledger, Healthcare, Accounts Receivable, Payroll, Public Speaking, Management
Education
Mount Saint Mary College 2000 — 2004
Bachelor of Arts (B.A.), English and Psychology
Victory Capital Management March 2013 - Present
Victory Capital Management February 2011 - February 2013
Victory Capital Management September 2010 - February 2011
Victory Capital Management August 2006 - August 2010
Victory Capital Management September 1999 - July 2006
The Bank of New York June 1998 - August 1999
Swiss Bank Corporation December 1992 - May 1998
First Fidelity Bank July 1988 - November 1992
Skills
Chartered Financial..., FINRA License 7, 24, 66, Investment Management, FINRA, Equities, Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Investments, Mutual Funds, Relationship Management
Education
Pace University - Lubin School of Business 1994 — 1997
Master of Business Administration (MBA), Finance, General
Moravian College 1984 — 1988
Bachelor of Arts (BA), Business Administration and Management, General
Thomson Reuters October 2006 - Present
Citigroup May 2004 - September 2006
The Bank of New York November 1998 - March 2004
Education
Lomonosov Moscow State University (MSU)
Master's degree, Physics
New York State Housing Finance Agency/State of New York Mortgage Agency September 2014 - Present
New York State Housing Finance Agency/State of New York Mortgage Agency June 2006 - September 2014
The Bank of New York November 2005 - June 2006
Skills
Analysis
Education
Monroe College 2003 — 2006
Bachelor's degree, Accounting
First Hope Bank January 2006 - Present
First Hope Bank January 2006 - Present
The Bank of New York November 1999 - December 2005
First Union National Bank November 1984 - September 1999
Skills
Banking
Education
Montclair State University 1978 — 1983
Bachelor of Science (B.S.), Business Management