The Bank of New York
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
The Bank of New York List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bank of New York. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bank of New York Employees
Deutsche Bank 2014 - Present
RBC Capital Markets 2010 - 2014
Lehman Brothers 2007 - 2008
Banc of America Securities 2003 - 2007
JP Morgan Chase 2002 - 2002
MetLife 1998 - 2001
The Bank of New York 1988 - 1997
Skills
Financial Modeling, Strategy, Cross-functional Team..., Finance, Mergers & Acquisitions, Process Improvement, Program Management, Business Process..., Business Analysis, Analytics, Analysis, Outsourcing, Banking, Forecasting, Project Management, Cost Management, Client Onboarding, Invoice & Payment System, Business Intelligence, Decision Analysis, Profitability Management, Activity Based Costing, Activity Based..., Zero Based Budgeting, Change Management, Six Sigma, Procurement, Data Repositories, Information Sharing, Vendor Management, Enterprise...
Education
New York University
Bachelor of Arts (B.A.), Political Science and Government
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
Orion Systems Integrators, Inc. April 2014 - Present
BNY Mellon October 2012 - December 2013
MultiFonds March 2010 - October 2012
New York Life Investments, LLC March 2006 - January 2010
The Bank of New York December 1999 - March 2006
JP Morgan Chase June 1997 - December 1999
NYLIFE Distributors January 1991 - June 1997
Oppenheimer Capital 1989 - 1991
Skills
Global Markets..., Measurements, Mutual Funds, Hedge Funds, Equities, Fixed Income, Trend, Investments, Fund Accounting, Strategy, Alternative Investments, Financial Services, Process Improvement, Asset Management
Education
Pace University 1985 — 1989
BBA, Accounting and Taxation
Trespa August 2014 - Present
AlliedTPro Inc. July 2007 - August 2014
The Bank of New York September 2006 - August 2007
Skills
Financial Analysis, Payroll, Microsoft Excel, GAAP, Financial Reporting, Management, Financial Accounting, Sales, Accounting, Tax, Finance, Budgets, Outlook, US GAAP, Process Improvement, Accounts Payable, Microsoft Word, Inventory Management, Mergers & Acquisitions, Auditing, Bookkeeping, QuickBooks, Microsoft Office, PowerPoint, Account Reconciliation, Bank Reconciliation, Risk Management, Access, Financial Statements, Accounts Receivable, General Ledger, Accruals, Financial Modeling, Pivot Tables, Strategic Financial..., Corporate Finance, Incentives, Accpac, Revenue Analysis, Hospitality, Analysis, Contract Negotiation
Education
Pace University 2003 — 2007
Finance/Law
IBM July 2011 - Present
IBM March 2007 - July 2011
The Bank of New York August 2003 - March 2007
ABN AMRO 1997 - 2003
Citibank 1987 - 1997
Citigroup 1986 - 1996
Bancohio 1981 - 1986
Skills
Commercial Banking, Payments, Banking, Enterprise Software, Treasury Services, Certified Treasury..., Certified International..., Sales Management, Sales, Treasury Management, Payment Services, Payment Systems, Vendor Management, SaaS, Credit, Business Analysis, Outsourcing, E-commerce, Salesforce.com, Relationship Management, FX Options, Strategy, Financial Services, Sales Process, Professional Services, Internet Banking, Portfolio Management, B2B, Back Office, Loans, Core Banking, Software Industry, Product Management, Cash Management, Mobile Payments, Solution Selling, Risk Management, Selling, Credit Cards, Electronic Payments, Retail Banking, Capital Markets, Cloud Computing, Business Development, Strategic Partnerships, Executive Management, SWIFT payments, Finance, Business Intelligence, CRM
Education
North Carolina State University 1972 — 1976
BA, Speech Communications
North Carolina State University
JPMorganChase 2003 - Present
The Bank of New York 1998 - 2003
Merrill Lynch 1995 - 1998
Advanced Systems Designers, Inc. 1991 - 1995
Skills
Banking, Vendor Management, Risk Management, Business Analysis, Process Improvement, Portfolio Management, SDLC, Financial Services, Investment Banking, Program Management, Relationship Management, Project Management, Change Management, Retail Banking, PMO, Financial Risk, Asset Managment, IT Strategy, Disaster Recovery, Project Portfolio..., Agile Methodologies, Integration, IT Management
Education
Pace University
Bachelor of Business Administration (BBA), Accounting and Computer Science
Cushman & Wakefield February 2013 - Present
Colliers International March 2010 - February 2013
American Appraisal Associates April 2002 - December 2008
Andersen 2000 - 2002
The Bank of New York January 1997 - March 2000
Skills
Appraisals, Valuation, Real Estate, Real Estate Economics, Real Estate Development, Commercial Real Estate, Due Diligence, Leases, Corporate Real Estate, Disposition, Investment Properties, Real Estate Transactions, Location Intelligence, Brokerage
Education
New York University 1995 — 1996
MS, Real Estate
Greater New York City Area 2009 - Present
Royal Bank of Scotland 2003 - 2013
US Trust June 1993 - October 2002
The Bank of New York August 1988 - June 1993
Skills
Coaching, Change and..., Project Management, Communication and..., Personal Leadership, Talent Management, Strategy, Leadership, Training, Employee Relations, Management, Recruiting, Human Resources, Employee Engagement, Performance Management, Succession Planning, Talent Acquisition, Personnel Management, Change Management
Education
Niagara University
Bachelor of Science (B.S.), Hotel Management
The Bank of New York Mellon August 2009 - Present
The Bank of New York Mellon August 2007 - August 2009
The Bank of New York January 2005 - August 2007
The Bank of New York January 2001 - December 2004
The Bank of New York January 1998 - December 2000
The Bank of New York January 1988 - December 1997
Irving Trust Company February 1982 - December 1987
Merchants National Bank March 1981 - February 1982
Skills
Integration, Banking, Data Center, Portfolio Management, Management, Leadership, Mergers & Acquisitions, Investments, Credit Cards, Wealth Management, Trading, Financial Services, Business Analysis, SDLC, Fixed Income, Information Technology, TCP/IP, Vendor Management, Equities, Risk Management, IT Strategy, Securities, Software Installation, Payments, Cash Management, IT Management
Education
New York University 1984 — 1984
IT Certificate
State University of New York College at Oswego 1976 — 1980
Bachelor's, Sociology, Math
BMW of North America / Bertrandt August 2008 - Present
Volkswagen & Audi of America January 2008 - July 2008
Verizon Wireless / Adecco Staffing January 2006 - December 2006
The Bank of New York May 2004 - October 2005
Pellegrino & Sherwin CPA November 2002 - May 2003
Skills
Vehicles, Process Improvement, Parts, Automobile, Automotive Aftermarket, Automotive, Testing, Project Planning, Management, Automotive Repair, Engineering, Sales, Customer Retention, Customer Satisfaction, Customer Service, Automotive Engineering, Product Development
Education
Pace University 1998 — 2002
Bachelor's Degree, Business Administration
St. Joseph's Regional High School
Diploma, Montvale, NJ
BNY Mellon February 2013 - March 2013
BNY Mellon October 2007 - March 2012
BNY Mellon July 2001 - September 2007
The Bank of New York September 1995 - June 2001
Irving Trust Company October 1985 - August 1995
Skills
Accounts Payable, Inventory Management, Financial Analysis, Financial Reporting, Acquisition Tracking, Managing Others, Systems Integration, knowledge of..., Manage superior..., Problem Solving, Decision Making Ability, Purchase Order..., Management, Mergers, Accounting, Budgets, Integration, Finance, Risk Management, Vendor Management, Business Analysis, Mergers & Acquisitions, Change Management, Alternative Investments, Business Process..., General Ledger, Internal Controls, Portfolio Management, PeopleSoft, Executive Management, Investments, Corporate Finance, Project Management, Program Management, Financial Services, Process Improvement, Financial Modeling
Education
Pace University - Lubin School of Business 1988 — 1991
Bachelor of Business Administration (B.B.A.)
Araya Digital, Inc. 2010 - Present
Professional Women Photographers 2009 - Present
MJT Partners 2007 - 2011
Araya International Capital 2005 - 2007
Rabobank International 1991 - 2005
The Bank of New York 1978 - 1991
Skills
Digital Asset Management, Lightroom, Photoshop, Digital Photography, Software Consulting, Fine Art Photography, Photos, Structured Finance, Finance, Photography, Workflow, Emerging Markets, Event Photography, Financial Structuring, Banking, Commodity, Image Editing, Workflow Management, Commercial Photography, Fine Art, Travel Photography, Portrait Photography, Credit Risk
Education
New York University
BA, Honors in History, History
University of Michigan
MA, ABD, History, Thai
SS&C GlobeOp August 2013 - Present
Barclays Capital June 2012 - December 2012
Credit Suisse Americas November 2007 - March 2012
Merrill Lynch November 2004 - October 2007
The Bank Of New York June 2001 - November 2004
Skills
Credit, Middle Office, Settlements, CDS, Credit Derivatives, CDO, Structured Products, Bloomberg, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, International Business
Baruch College 1997 — 2001
BBA, Finance
Lycee Alexandre Dumas 1990 — 1996
Baccalaureat Francais, Sciences Economiques
JPMorgan Chase & Co. March 2014 - Present
BNP Paribas Investment Partners April 2012 - February 2013
Neuberger Berman Group LLC September 2006 - February 2012
AllianceBernstein L.P. February 2002 - September 2006
J.P. Morgan Chase & Co. September 2000 - September 2001
PaineWebber – Mitchell Hutchins Asset Management Inc. May 1997 - September 2000
The Bank of New York June 1995 - April 1997
Skills
Fixed Income, Equities, Investment Advisory, Compliance, AML, Mutual Funds
Education
St Francis College 1990 — 1993
BS, Accounting
New York Institute of Technology-Old Westbury 1987 — 1990
Electrical Engineering
Sumitomo Trust & Banking Co. (U.S.A.) October 2001 - Present
The Bank of New York March 1994 - October 2001
Education
North Carolina State University 1988 — 1992
BA, Business Management / Economics
NYS DEPT OF HOUSING & COMMUNITY RENEWAL December 2013 - Present
Intermarket Corporation February 2013 - August 2013
M&M Brokerage Services, Inc. an NFP Company (NYSE: NFP) December 2011 - February 2013
MortgageIT, a Subsidiary of Deutsche Bank June 2007 - June 2009
The Bank of New York May 2006 - May 2007
Northport Apparel Inc 2003 - 2005
Skills
Financial Analysis, Bloomberg, Microsoft Excel, Financial Modeling, Fund Accounting, Hedge Funds, Outlook, Fixed Income, Equities, Derivatives, Capital Markets, Valuation, Bloomberg Terminal, Investment Banking, Corporate Finance, Swaps, Structured Products
Education
Pace University 2004 — 2007
MBA in Finance, Finance and Investment Management
Tashkent State University 1994 — 1999
BS in Foreign Languages and Linguistics, Foreign Languages and Linguistics
Retired and enjoying time to pursue personal interests and family May 2015 - Present
North Carolina Department of Public Instruction October 2014 - Present
BNY Mellon May 2011 - May 2013
BNY Mellon January 2009 - December 2010
BNY Mellon June 2004 - December 2008
The Bank of New York December 1999 - December 2004
The Bank of New York June 1994 - December 1999
BANKERS TRUST COMPANY July 1993 - June 1994
BANK OF AMERICAInstitutional Trust and Securities Services August 1990 - July 1993
SUNGARD DATA SYSTEMS August 1988 - August 1990
Skills
PMP, Process Improvement, Project Management, Requirements Analysis, Quality Assurance, Public Speaking, Sales Presentations, Testing, Product Demonstration, Global Custody, Financial Services, Securities, Securities Lending, Transfer Agency, Corporate Trust, Banking, Treasury Services, Risk Management, Mutual Funds, Fixed Income, CRM, Program Management, Equities, Relationship Management, Capital Markets, Analysis, Cross-functional Team..., Integration, Product Management, Management, Strategy, Back Office, Management Consulting, Business Development, Finance, Settlement, Hedge Funds, Derivatives, Leadership, Portfolio Management, Trading Systems, Corporate Actions, Bloomberg, Investment Banking, FX Options, Asset Management, Financial Markets, Investment Management, Series 7, Middle Office
Education
Pace University 1978 — 1983
MBA Program Graduate, Corporate Finance
Queens College 1973 — 1978
BA, Anthropology
Independent EntrepreneurSoftware EngineerUBS Wealth ManagementNovember 2006 - September 2011
Smith Barney June 2006 - November 2006
The Bank of New York July 2005 - March 2006
Port Authority of NY and NJ 2002 - 2004
KeySpan 2001 - 2002
Fidelity Investments 1997 - 2000
Skills
Unix, DB2, Programming, SQL, Business Analysis, Databases, Cobol, PHP, Perl, Javascript, C++, Ruby on Rails, GRE/GMAT trainer, Java, SDLC, Web Development, CICS, JavaScript, Business Intelligence, Operating Systems, Software Development, COBOL, Requirements Analysis, XML, Mainframe
Education
New York University 2008 — 2010
Master of Science (MS), Information Systems [Stern school of Business & Courant institute of Mathematical Sciences]
Tel Aviv University
B.S, Mathematics and Computer Science
The Bank of New York Mellon November 1986 - Present
The Bank of New York November 1986 - Present
BNY Mellon November 1986 - Present
Pneumo Abex Corporation July 1977 - November 1986
Skills
Securities, Fixed Income, Financial Services, Equities, SDLC, Risk Management, Portfolio Management, Derivatives, Business Analysis, Trading Systems, Back Office, Vendor Management, Capital Markets, IT Strategy, Requirements Gathering, Sybase, Requirements Analysis, Software Project..., Enterprise Architecture, Financial Analysis
Education
Valencia Community College 2007 — 2010
AS, Fine Arts
Pace University 1985 — 1990
Hudson Valley Bank March 2011 - Present
The Bluestar Group 2010 - 2010
BNY Mellon 2006 - October 2009
The Bank of New York 2002 - 2006
The Bank of New York 2000 - 2002
The Bank of New York 1994 - 2000
Skills
Strategic Planning, Product Development, Product Management, Product Marketing, Vendor Management, Banking, Financial Services, Wealth Management, Coaching, Management, Strategy, Marketing Communications, New Business Development, Leadership, Marketing, Retail Banking, Sales Management, Sales, Loans, Budgets, Cash Management, Project Management, Retail, Consumer Lending, Private Banking, Commercial Banking, Small Business Lending, Commercial Lending, Training, Portfolio Management, Credit, Risk Management, Treasury Management, Lines Of Credit, Credit Analysis, Cross Selling, Deposits, Relationship Management, Loan Origination, Credit Risk, Branch Management, Mortgage Lending, Mortgage Banking, Finance, Investments, Fixed Income, Structured Finance, Capital Markets, Underwriting, Financial Structuring
Education
New York University
BA, Communications
FDNY November 2006 - Present
Village Lions Rugby Football Club June 2011 - January 2012
Village Lions Rugby Football Club January 2008 - January 2012
Daylight Forensic & Advisory LLC August 2006 - November 2006
The Bank of New York July 2004 - August 2006
CCH Corsearch October 2003 - July 2004
Skills
Research, Strategic Planning, Data Analysis, Project Management, Public Speaking, Private Investigations, Fraud, New Business Development, Financial Analysis, Bloomberg, Analysis, Fire Suppression Systems, First Responder, Preparedness, Incident Command, Social Media, Policy, Investigation, Emergency Management, Microsoft Excel, Firefighting, Due Diligence, Emergency Services, Leadership
Education
Niagara University 1994 — 1998
Bachelor of Science, Economic and Commerce
Albridge, an Affiliate of Pershing January 2013 - Present
Lazard Asset Management June 2012 - Present
Lazard Asset Management June 2012 - Present
Brown Brothers Harriman August 2011 - January 2012
Thomas M. Rickmers LLC 2011 - 2012
Open Systems Technologies 2011 - 2012
Acxiom for Dun and Bradstreet February 2010 - February 2011
BNY Mellon Pershing LLC June 2003 - May 2008
BNY Mellon Pershing LLC January 1998 - June 2003
The Bank of New York February 1996 - October 1998
Skills
JCL, Software Installation, SQL DB2, CICS, WebSphere MQ, TSO, OS/390, AIX, Unix, Windows Server, IPL, SMP/E, SQL, VMware, iConnect, Putty, Blade Technology, Autosys, CA7, SDSF, VTAM, MVS, JES2, TCP/IP, FTP, NDM, SNA, Fileaid, Data Sharing, BMC Remedy, SPUFI, Service Desk, Netview, Netman, SAR, CA Dispatch, Quick Reference Guides, Maestro, Microsoft Office, Lotus Notes, Lotus Domino, Windows 7, Novell Server, Vendor Management, RSA Security, Disaster Recovery, SiteScope, IBM Tivoli, LAN-WAN, GDPS/XRC
Education
IBM 1996 — 2003
DB2 System Administration Z/os
Ocean County College 1980 — 1982
Liberal Arts
Kforce Inc November 2014 - Present
Bartech Group March 2014 - September 2014
Computershare 2012 - 2013
BNY Mellon July 2007 - December 2011
The Bank of New York August 2001 - June 2007
Mavricc Management systems, Inc January 2000 - July 2001
Mercy Healthcare Systems October 1998 - January 2000
POH Regional Medical Center December 1995 - October 1998
MascoTech Marketing Services June 1988 - December 1995
Skills
Programming, Database Design, Problem Solving, Analytical Skills, Team Building, Team Leadership, Data Structures, SQL, Microsoft Office, COBOL, Cognos, Software Testing Life..., SDLC, Communication, Analysis, Software Development, User Acceptance Testing, Business Process, Software Documentation, Functional..., Requirements Gathering, Systems Analysis, Gap Analysis, Operating Systems, Visio, Management, Business Analysis, Technical Recruiting, Vendor Management
Education
Oakland Community College 1982 — 1985
Associate's degree, Applied science - Business Computer Programming
Bright Horizons January 2014 - Present
JCC of Houston January 2008 - May 2011
Chico's FAS Inc. November 1999 - March 2006
The Bank of New York January 1998 - November 1999
Lindt & Sprungli USA May 1997 - January 1998
Education
New York Institute of Technology-Old Westbury 1988 — 1992
Bachelor of Fine Arts (BFA), Graphic Design
Citi November 2012 - Present
J.P. Morgan January 2011 - November 2012
Credit Suisse January 2007 - January 2011
J.P. Morgan 2004 - 2006
J.P. Morgan 2001 - 2004
Salomon Smith Barney 2000 - 2001
The Bank of New York 1999 - 2000
Republic National Bank 1997 - 1999
Republic National Bank 1995 - 1997
Skills
PMO, Portfolio Management, IT Governance, Resource Management, Process Engineering, Financial Management, Program Management, Managerial Finance, Governance, Project Management, Risk Management, Process Improvement, Project Portfolio..., Analysis, Leadership, Performance Management, Business Planning, Management, Requirements Gathering, Business Analysis
Education
Pace University 2001 — 2004
MS, Information System Management
University at Buffalo 1991 — 1995
BS, Business Admin/Finance
Mersive August 2013 - Present
Rebit Inc. September 2012 - August 2013
Cisco Systems November 2008 - September 2012
Jabber, Inc. November 2003 - October 2008
Jabber, Inc. October 2000 - October 2003
MSHOW.com April 2000 - September 2000
MediaOne Group January 1999 - March 2000
MediaOne Group September 1997 - December 1998
Robertson Stephens 1993 - 1995
The Bank of New York 1990 - 1993
Skills
SaaS, Go-to-market Strategy, Cloud Computing, Strategic Partnerships, Business Alliances, Pre-sales, Solution Selling, Enterprise Software, Product Management, Unified Communications, Channel Partners, Marketing Strategy, Business Intelligence, Sales, Demand Generation, Start-ups, Product Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing/Finance
Princeton University 1987 — 1990
HSBC Global Banking and Markets August 2015 - Present
CRU Custom March 2007 - Present
Citi April 2015 - July 2015
Deutsche Bank September 2014 - April 2015
BNY Mellon February 2014 - July 2014
Citi February 2013 - January 2014
Citi August 2011 - February 2013
BNY Mellon August 1989 - May 2010
The Bank of New York August 1989 - May 2010
AIG (American Insurance Services Group) 1987 - 1989
Skills
AML, Risk Management, Financial Risk, Equities, Hedge Funds, Securities, Financial Services, Investment Banking, Trading, Middle Office, Bloomberg, Management Consulting, Capital Markets, Banking, Back Office, Financial Markets, Operations Management, Prime Brokerage, Mutual Funds, Dodd-Frank, Fixed Income, Asset Management, Diversity & Inclusion, Securities Lending, Management, Settlement, Wealth Management, Corporate Actions, Derivatives, Relationship Management, Liquidity Risk, Options, Equity Derivatives, Swaps, Trading Systems, Strategy, Portfolio Management, ETFs, Credit, Series 7, Alternative Investments, Financial Modeling, Due Diligence
Education
New York University
Taylor Performance Solutions 2001 - Present
Christine Galioto Consulting April 2007 - Present
Capital One September 2010 - June 2011
Suffolk County Community College Corporate Training Center October 2007 - August 2010
The Bank of New York Mellon February 2008 - January 2009
The Bank of New York August 1989 - October 2007
JPMorgan Chase October 2006 - April 2007
Skills
Microsoft Office, Training, Coaching, Needs Analysis, Banking, Management, Program Management, Leadership, Human Resources, Time Management, Executive Management, Executive Coaching, Staff Development, Workshop Facilitation, Instructional Design, Change Management, Sales Management, Training Delivery, Talent Management, Retail, Customer Service, Project Management, Business Development, CRM, Employee Training, Sales, Risk Management, Organizational..., Interviews, Performance Management, Employee Engagement, Leadership Development, Financial Services, Team Building, Team Leadership, Credit, Relationship Management, Commercial Banking
Education
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Business Admininstraton, Marketing?Finance
Comsewogue Senior High School 1981 — 1985
New York Presbyterian Hospital January 2010 - Present
NYU Medical Center November 2007 - September 2009
Morgan Stanley October 2006 - July 2007
The New York Times March 2006 - September 2006
The Bank of New York October 2005 - March 2006
State Street Bank September 2002 - November 2004
J&W Seligman November 1997 - September 2002
Citibank January 1992 - September 1997
Skills
Disaster Recovery, WAN, Networking, Data Center, Network Administration, Servers, Team Building, Network Security, Security, Vendor Management, Cisco Technologies, Network Architecture, TCP/IP, Integration
Education
New York University
Argo Group International Holdings, Ltd. April 2013 - Present
JPMorgan Chase September 2012 - December 2012
CarMax June 2012 - September 2012
Ricoh Americas Corporation January 2004 - May 2012
The Bank of New York August 2000 - March 2003
Merck-Medco May 1998 - August 2000
Ricoh Americas Corporation March 1997 - May 1998
Merrill Lynch July 1996 - March 1997
Medco March 1995 - July 1996
Sea-land inc. November 1993 - March 1995
Skills
Business Analysis, Systems Analysis, System Design, System Architecture, Systems Programming, System Testing, System Migration, System Maintenance, Oracle, Microsoft SQL Server, Visio, SDLC, Databases, SQL, Unix
Education
Pace University 1987 — 1990
Master of Science (MS), Computer Science
College of Commerce and Management Studies 1984 — 1985
Post-Bachelors Diploma, Business Administration
Andhra pradesh agricultural university 1981 — 1984
Bachelor of Science (BS), Home economics
N/A
Certificate, ITIL Foundation certificate in IT Services
BBVA January 2014 - Present
HSBC Securities (USA) Inc. February 2010 - January 2014
HSBC Securities (USA) Inc. January 2008 - February 2010
HSBC Securities (USA) Inc. February 2005 - January 2008
Bank Julius Baer September 2002 - February 2005
UBS Financial Services May 2000 - September 2002
National Securities Clearing Corp. April 1998 - May 2000
National Securities Clearing Corp. February 1997 - April 1998
The Bank of New York November 1995 - February 1997
Skills
Bloomberg, Excel, Greek, Fixed Income, Derivatives, Equities, Credit, FX, Capital Markets, Credit Risk, Structured Products, Banking, Asset Management, Wealth Management, Risk Management, Credit Analysis, Securities, Risk, Financial Analysis, Alternative Investments, Cash Management, Financial Markets, Investments, Financial Services, Trading, FX Options, Microsoft Excel, Financial Risk, Hedge Funds, Bonds, Finance, Structured Finance, Loans, Investment Banking, Relationship Management, Latin American Business, Private Banking
Education
New York University 1998 — 1999
Certificate, Credit Analysis
St. John's University 1990 — 1994
Bachelor of Science, Finance
New York Marketing Experts March 2003 - Present
New York Marketing Experts March 2003 - Present
New York Marketing Experts March 2003 - Present
New York Marketing Experts March 2003 - Present
New York Marketing Experts March 2003 - Present
The Bank Of New York January 1994 - March 2003
Skills
SEO, Google Adwords, Affiliate Marketing, Traffic Generation, Niche Marketing, Adsense, PPC, Online Marketing, Social Media Marketing, Lead Generation, Email Marketing, SEM, Website Development, Online Advertising, Mobile Marketing, Social Networking, Web Marketing
Education
New York University - Polytechnic School of Engineering 1984 — 1988
BS EE/CS, Electrical Engineering/Computer Science
RE Whittaker Co August 2011 - Present
Bike Pittsburgh 2011 - Present
Emess Design Group, LLC February 2007 - August 2011
Commerce Bank 2003 - 2007
Christopher Radko 1997 - 2003
The Bank of New York 1982 - July 1997
Skills
Financial Management, Strategic Planning, Business Strategy, Analysis, Credit, Due Diligence, Mergers, Global Sourcing, International Operations, Cash Flow Forecasting, Risk Management, ERP Implementations, Managerial Finance, Sales Management, Leadership, Mergers & Acquisitions, Management, Strategy, Finance, Restructuring, Business Development, Internal Controls, Executive Management, Accounting, Product Development, Banking, Financial Analysis, Acquisition Integration, Forecasting, Corporate Finance, Start-ups, Business Valuation, Strategic Financial..., Private Equity, Financial Modeling, Business Planning
Education
Pace University - Lubin School of Business 1981 — 1986
BBA Public Accounting, Accounting
Independent May 2013 - Present
Tata Consultancy Services March 2011 - April 2013
Berkeley Judge August 2010 - April 2011
Depository Trust and Clearing Corporation January 1982 - July 2010
Depository Trust & Clearing Corporation January 1982 - July 2010
The Depository Trust & Clearing Corporation (DTCC) 1982 - July 2010
DTCC January 1982 - July 2007
The Bank of New York November 1970 - January 1982
Skills
BPO, Business Process..., Management Consulting, Financial Services, Risk Management, Capital Markets, Relationship Management, Business Analysis, Equities, Securities, Fixed Income, Business Process..., Vendor Management, IT Strategy, Banking, Mentoring, Change Management, Management, Financial Markets, Program Management, Asset Managment, Portfolio Management, Financial Risk, Settlement, Strategy, CRM, Governance, Wealth Management, Project Management, Business Strategy, Product Management, Operations Management, Back Office, Business Development, Project Portfolio..., Executive Management, Mergers & Acquisitions, Mergers, AML, Business Intelligence, Consulting, Finance, SDLC, Business Transformation, Trading, Offshoring, Enterprise Software, Analytics, Outsourcing, Business Process
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Securities Industry Institute
American Bankers Association Institute of Certified Bankers
CCTS
American Bankers Association Institute of Certified Bankers
CSOP
University of Colorado
ACH 5 Day Symposium
Pace University 1976 — 1979
BPS, Business
Transperfect Legal Solutions May 2011 - Present
Delta Bank & Trust Private Banking September 2006 - January 2009
Safra Asset Management February 2006 - May 2006
Continuum Health Partners January 2005 - February 2006
Brown Brothers Harriman, Forum Personnel October 2004 - November 2004
Deutsche Bank, Spherion August 2004 - September 2004
TIAA-CREF, Access Staffing January 2004 - April 2004
TD Waterhouse, Access Staffing December 2003 - January 2004
The Bank of New York January 2000 - November 2003
The Reserve Funds December 1996 - January 2000
Skills
Fund Accounting, Document Scanning, Document Copying, Accounts Payable, Bank Reconciliation, Bloomberg, Equities, Finance, Fixed Income, Hedge Funds, Scanners, Accounting, Derivatives, Trading
Education
Sam Career Center 2009 — 2009
Computerized Accounting with Quickbooks
Chubb Institute 1996 — 1998
Computer Programming
Pace University 1981 — 1985
BA, History
Greenwich Garden Design LLC 2004 - Present
The Bank of New York 1994 - 1996
Skills
Landscaping, Gardening, Landscape Design, Sustainable Design, Garden, Site Planning, Horticulture, Mixed-use, Sustainability, Land Use Planning, Comprehensive Planning, Organic Gardening, Container Gardens, Submittals, Site Plans, Parks, Zoning, Native Plants, Garden Design, Landscape Architecture, Water Gardens, Residential Design, Irrigation, Construction Management, Residential Homes, Land Development, Urban Design, Property Maintenance, Tree Planting, Restoration, Hardscape, Grading, Planting Plans, Design Research, SketchUp, Water Features, Stormwater Management, Landscape Maintenance, Pools, Watercolor Renderings, Rendering, Real Estate, Space planning, LEED, Architectural Design, Historic Preservation, LEED AP
Education
New York University 1992 — 1994
MBA, Finance
Wellesley College 1984 — 1988
Dual BA, Economics and French
The Taft School
Department of Family and Children's Services December 2010 - Present
City of New York, Administration for Children's Services September 2004 - June 2009
Contemporary Guidance Services June 2004 - September 2004
The Bank of New York August 2003 - June 2004
Education
Pace University 1997 — 2001
Psychology/Human Relations
St. Barnabas High School 1993 — 1997
High School Diploma
American Stock Transfer & Trust Co LLC March 2010 - Present
American Stock Transfer & Trust Co LLC 2010 - 2011
Bank of New York Mellon October 2003 - January 2009
Bank of New York Mellon 1975 - 2009
The Bank of New York 1996 - 2003
Skills
Business Analysis, PMP, SDLC, TSO, CICS, Mainframe, Relationship Management, Data Center, Outsourcing, Vendor Management
Education
New York University
Canvas Worldwide Inc September 2015 - Present
Horizon Media August 2011 - Present
Horizon Media April 2011 - August 2011
Limited Brands May 2006 - May 2007
Warner Music Group 2001 - 2005
BMG, North America (Bertelsmann) 1999 - 2001
MTV NETWORKS: VH1 1994 - 1999
MC Interational 1986 - 1990
The Bank of New York 1985 - 1986
The Walt Disney Company 1984 - 1984
Skills
Succession Planning, Employee Relations, Performance Management, Executive Coaching, Staff Development, Talent Management, Talent Acquisition, Onboarding, Employee Engagement, Deferred Compensation, Organizational..., Human Resources, Recruiting, Leadership Development, Benefits Administration, Workforce Planning, Employer Branding, HRIS, Organizational..., Career Counseling, Employee Benefits, Strategy, Personnel Management, Leadership, Executive Search, Change Management, Interviews, HR Policies, Management, Global Talent..., Coaching, Temporary Placement, Executive Management, Organizational Design, Strategic Planning, Program Management, Sourcing, Employee Training, Training, College Recruiting, Applicant Tracking..., Business Strategy, HR Consulting, Career Development
Education
Niagara University 1980 — 1984
Bachelor's of Science, Business Administration
University of Michigan - Stephen M. Ross School of Business
Graduate Studies in Human Resource Development
University of Pennsylvania - The Wharton School
Senior Executive Program in Human Resources
elasticplanet September 2015 - Present
VNL Consulting LLC November 2011 - February 2015
American Stock Transfer & Trust Co LLC March 2010 - December 2011
Canadian Stock Transfer Company November 2010 - November 2011
EMC September 2009 - March 2010
BNY Mellon July 2007 - July 2009
The Bank of New York December 2004 - July 2007
The Bank of New York May 2000 - November 2004
SAIC April 1999 - May 2000
The Bank of New York January 1988 - April 1999
Skills
Vendor Management, Disaster Recovery, Project Management, PMP, Data Center, Cloud Computing, Executive Management, SDLC, Project Portfolio..., Program Management, Team Leadership, Virtualization, Budgets, VoIP, SAN, Citrix, VDI, Agile Project Management, VMware, Due Diligence, Storage Area Networks, Load Balancing, Image Processing, Middleware, Technology Integration, Web 2.0, Visionary, Workflow, Messaging, Riverbed, FileNet, Documentum, Data Network, M&A due diligence, Business Integration, Product Rationalization, Project Execution, MS Office Suite, IVR, IBM MQSeries, F5, Voice Networks, Mentoring, Speaking Engagements, Conference Speaking, Budget Preparation, Budget Oversight, Integration, IT Management, CRM
Education
Pace University - Lubin School of Business 1984 — 1991
BBA
Montgomery Consulting International LLC 2009 - 2010
Mizuho Corporate Bank, Ltd., NY Branch NY 2005 - 2009
UFJ Bank Ltd. NY Branch, New York, NY 2003 - 2005
The Bank of New York 1999 - 2003
Republic National Bank of New York, NY 1991 - 1999
Skills
Program Management, Operational Risk..., Risk Management, Asset Managment, Investments, Structured Products, Credit Analysis, Corporate Finance, Process Simulation, AML, Project Management, Multilingual, Financial Institutions, Commercial Banking, Securities, Structured Finance, Training, Team Leadership, Fixed Income, Finance, Financial Markets, Emerging Markets, Trading, Credit Risk, Banking, Financial Services, Portfolio Management, Management, Capital Markets, Investment Banking, Credit, Derivatives, Due Diligence, Cash Management, Leadership, Financial Risk, Trade Finance, Relationship Management, Business Development, Business Strategy, KYC, Anti Money Laundering
Education
New York University 1992 — 1993
Diploma in Bank Lending, Finance
New York University 1986 — 1990
Bachelors of Arts an Science, Spanish and French
John F. Kennedy High School, Bellmore NY 1982 — 1986
High School
Macmillan Publishing, a Holtzbrinck Publishing Group Company April 2015 - Present
Pearson Technology / Publishing February 2012 - Present
Microsoft Corporation October 2011 - January 2012
American Water August 2010 - January 2012
Citigroup June 2008 - August 2010
Deutsche Bank March 2007 - March 2008
The Bank of New York January 2006 - March 2007
P&O Ports May 2004 - January 2006
Tiffany & Co 2001 - 2004
Elsevier Science 2000 - 2001
Skills
IT Service Management, Disaster Recovery, Outsourcing, Quality Assurance, Business Process, Consulting, IT Operations, Service Delivery, Service Desk, IT Management, Program Management, IT Strategy, Change Management, Process Improvement, PMP, Vendor Management, Enterprise Software, CRM, Incident Management, Project Management, Cross-functional Team..., Management, Information Technology, Leadership, ITIL v3 Expert, MOF, SDLC, Data Center, Infrastructure, Team Management, Resource Management, Business Analysis, Governance, Team Leadership, Project Portfolio..., PMO, ITIL Framework, COBIT, BMC Remedy, Service Improvement, Technical Support, Business Continuity, Service Now, ITIL, Service Management, Project Delivery, Business Services
Education
ITSM 2011 — 2011
ITIL v3 Expert, ITIL
CCN Corp 2006 — 2006
ITIL Service Manager, ITIL Service Management
Pace University 1979 — 1983
BBA, Management Information Systems
FCB Health May 2015 - Present
Pfizer Inc June 2014 - March 2015
Ariana's Food Group Inc. October 2006 - June 2014
Cushman & Wakefield January 2001 - May 2006
EY July 1999 - October 2001
The Bank of New York February 1992 - July 1999
Skills
Event Planning, Advertising, Event Management, Customer Service, Microsoft Excel, Strategic Planning, Social Media, Writing, PowerPoint, Public Speaking, Microsoft Word, Marketing Strategy, Real Estate, Microsoft Office, Marketing, Team Building, Research, Market Research, Training, Retail
Education
Rutgers University-New Brunswick 2014 — 2014
Certificate, Project Management
New York University 1994 — 1999
Bachelor of Arts (B.A.), Organizational Behavior Studies
Chase 2012 - Present
J. P. Morgan 2004 - 2012
Bank One 1993 - 2004
Marine Midland Bank, NA (now HSBC) 1986 - 1993
The Bank of New York 1983 - 1986
Merrill Lynch, Pierce, Fenner & Smith 1980 - 1983
Skills
Financial Services, Investment Management, Marketing Strategy, Product Management, Research, Strategic Planning, Customer Satisfaction, Product Development, Competitive Intelligence, Project Management, Program Management, Mergers & Acquisitions, Management Consulting, Management, Marketing, Business Intelligence, Banking, Sales, Asset Management, Wealth Management, Strategy
Education
New York University
MBA, Marketing and International
State University of New York College at Fredonia
Bachelor of Science (B.S.)
MetLife April 2013 - Present
Credit Suisse March 2011 - December 2012
The Bank of New York June 2007 - March 2011
Merrill Lynch June 2005 - June 2007
The Bank of New York - Corporate Trust June 2001 - May 2005
Philip Morris Management Corp February 2000 - June 2001
Skills
Banking, Investment Banking, Portfolio Management, Corporate Finance, Loans, Structured Finance, Investments, Securities, Financial Risk, Bonds, Mortgage Lending, Securitization, Trading, Fixed Income, Cash Management, Analysis, ABS, Capital Markets, Derivatives, Residential Mortgages, Finance, Financial Services, Equities, Bloomberg, Funding, Structured Products, Relationship Management, MBS, Mutual Funds
Education
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
Murrow High School 1993 — 1997
Meals on Wheels Volunteer January 2013 - Present
WVT Communications Group September 2010 - November 2012
The Bank of New York September 2007 - January 2009
BNY Mellon 2007 - 2009
The Bank of New York July 2004 - March 2006
The Bank of New York June 1994 - April 2004
The Bank of New York May 1988 - June 1994
The Bank of New York December 1976 - May 1985
Skills
Access, PowerPoint, Microsoft Excel, Lotus Notes, Microsoft Word, XP, Software, Training, PeopleSoft, Outlook, Customer Service, Call Center, Microsoft Office, Spreadsheets, Coordinating Events, Budget Monitoring, Coordinating Schedules, Software Project..., Call Centers, Program Management, Management, Sales, Human Resources, Supervisory Skills, Budgets, E-Learning, Leadership Development, Learning Management..., Project Management, Strategic Planning, Team Building
Education
University of Phoenix Online 2001 — 2004
MA, Education - elearning
Nyack College 1999 — 2001
BA, Organizational Management
The Bank of New York September 1999 - August 2005
Bankers Trust Company September 1994 - 1999
Skills
Microsoft Excel, Financial Reporting, Investments, Banking, Portfolio Management, Fixed Income, Bloomberg, PowerPoint, Business Process..., Credit Risk, Capital Markets, Financial Risk, VBA, Financial Markets, Derivatives, Strategic Planning, Asset Management, Asset Allocation, Financial Modeling, Business Analysis, Microsoft Office, Financial Analysis, Project Management, Nonprofits, Data Analysis, Financial Services, Risk Management, Accounting, Investment Banking, Budgets, Securities, Equities, Trading Systems, Financial Accounting
Education
New York University 1990 — 1994
Bachelor, Economics
BNY Mellon November 2010 - Present
The Bank Of New York February 2000 - November 2010
Bear Stearns May 1997 - February 2000
ING Barings October 1996 - May 1997
Skills
Disaster Recovery, Data Center, IT Strategy, Vendor Management, Virtualization, MCSE 2003, MCDBA, CCNA, CCA, VCP3, Hyper-V, MCITP 2008, ITIL v3 Foundations..., Cloud and Agile..., Multi-Site Clustering..., Virtualization: Server,..., IAM, SIEM and DLP, AD Federation and SML..., Business Architecture, Enterprise Architecture, Business Analysis, Business Intelligence, Cloud Computing, IaaS, PaaS, SaaS, Enterprise Social..., Business Continuity, Microsoft Certified..., Federation, Servers, Certified Workforce..., Information Security, ITIL
Education
Strayer University 2011 — 2012
Master of Business Administration (MBA), Management Information Systems, 3.83
New York Institute of Technology 1994 — 1996
BS, Electrical Engieering
City University of New York at QCC 1991 — 1993
Associate of Arts and Sciences (AAS), Computer Engineering Technology
808 Entertainment Inc January 2012 - Present
MGMT Inc February 2010 - Present
808 Entertainment & Concerts January 2000 - Present
Cabo Lounge November 2009 - November 2011
360 Worldwide Entertainment Inc September 2008 - September 2011
The Bank of New York October 1997 - February 2007
Skills
Concerts, Process Scheduler, Corporate Events, Event Planning, Artist Contracts, Live Events, Major Events, Special Event, Event Management, Music Business..., Proposal Writing, Bodybuilding, Advertising, Blogging, Entertainment Industry, Marketing, Music, Music Industry, Music Production, Public Relations, Social Media, Social Networking, Sponsorship
Education
Pace University 2002 — 2006
Bachelors, Accounting and Business/Management
The College of Westchester
Business Management & Marketing
SAG-AFTRA November 2014 - Present
Phillips Preiss Grygiel LLC May 2003 - Present
The Bank of New York February 1990 - April 1997
Skills
Microsoft Office, PowerPoint, Windows, Microsoft Excel, Microsoft Word, Customer Service, Outlook, English, Software Documentation, Data Entry, Adobe Acrobat, Access, Administrative..., Lotus Notes, Visio, Office Management, Spreadsheets, Microsoft Publisher, Telephone Skills, Office Administration, Windows 7, Calendaring, Microsoft Office 2007, File Management, Fax, Wordperfect, Office 2010, Microsoft Office 2003, Clerical Work, Copying, DeltaView, Calendars, WordPerfect, Administrative...
Education
New York University 1985 — 1989
Bachelor's Degree, English Language and Literature, General
New York Public Library for the Performing Arts April 2014 - Present
uTest 2013 - Present
Liquidnet LLC March 2008 - August 2010
Thales Fund Management August 2004 - December 2007
The Bank of New York July 2000 - March 2004
Skills
Information Technology, Data Analysis, Business Analysis, Data Quality, Trading Systems, Data Mining
Education
New York University
Applied Data Management for Analytics Visualization
Red Hat Linux Essentials (RH033), New York 2010 — 2010
The CHUBB Institute, Jersey City, New Jersey
Information Technology
Universitatea de Stat din Moldova
Master of Engineering (MEng), Civil Engineering
Paramount Group April 2013 - Present
The Bank of New York Mellon May 2009 - April 2013
BH Real Estate Partners May 2008 - May 2009
Broadway Partners September 2007 - April 2008
The Bank of New York January 2006 - September 2007
Skills
Financial Modeling, Asset Managment, Real Estate Economics, Investments, Valuation, Asset Management, Real Estate, Credit, Loans, Underwriting, Real Estate Development, Private Equity
Education
New York University 2006 — 2008
MS, Real Estate Finance and Investment
Tufts University 1999 — 2003
BA, Quantitative Economics
Milton Academy 1986 — 1999
Deutsche Zentral-Genossenschaftsbank (DZ BANK AG) 1999 - Present
Bayerische Hypotheken-und Wechsel-Bank (Hypo Bank, AG) 1990 - 1999
The Bank of New York 1985 - 1990
Skills
Treasury, Portfolio Management, Fixed Income, Structured Finance, Financial Markets, Capital Markets, Alternative Investments, Investments, Currency, Bloomberg, Investment Banking, Securities, Risk Management, Credit Derivatives, Securitization, Money Market, Derivatives, Loans, Bonds, Structured Products, Hedge Funds, Financial Structuring, Emerging Markets, Equities, Trading
Education
New York University
BA, Economics
Merrill Lynch June 2012 - Present
Merrill Lynch July 2004 - June 2012
Merrill Lynch June 2002 - July 2004
The Bank of New York November 1998 - March 2002
Brown Brothers Harriman August 1997 - November 1998
Skills
Series 7, Series 66, Corporate Actions, Prime Brokerage, Capital Markets, Series 63, Securities, Equities, Bloomberg, Derivatives, Fixed Income, Hedge Funds, Uniform Combined State...
Education
New York University 2002 — 2002
Accounting
University of Maryland College Park 1992 — 1996
Zendesk January 2015 - Present
Zendesk October 2013 - January 2015
Wilson Sonsini Goodrich and Rosati September 2008 - October 2013
Wilson Sonsini Goodrich & Rosati May 2007 - August 2007
The Bank of New York May 2006 - August 2006
Skills
Venture Capital, Securities Regulation, Securities Offerings, Corporate Law, Corporate Governance, Legal Advice, Start-ups, Public Company..., Acquisitions, Mergers, Mergers & Acquisitions, M&A experience, Corporate Finance, Licensing, Joint Ventures, Venture Financing, Intellectual Property
Education
New York University School of Law 2005 — 2008
J.D., Law
University of Leuven 2007 — 2007
Law
Prairie View A&M University
Computer Science
Bank of America December 2013 - January 2015
JPMorgan Chase October 2010 - August 2013
Cedar Hill Prep September 2010 - June 2013
2012 CAMPAIGN - Aurelio Arcabascio for NY Senate, Queens, NY April 2012 - November 2012
Prudential Financial January 2009 - October 2010
Dow Jones September 2007 - December 2008
MetLife August 2006 - September 2007
JPMorgan Chase September 1998 - December 2005
The Bank of New York April 1993 - September 1998
Skills
Strategic Planning, Product Management, Product Marketing, Relationship Management, Marketing Management, Marketing Strategy, Marketing, Marketing Communications, Business Development, Direct Marketing, Financial Services, Product Development, New Business Development, Competitive Analysis, Business Strategy, Segmentation, Market Research, Cross-functional Team..., Market Planning, Sales Management, Management, Email Marketing, CRM, Strategy, Leadership, Analysis, Business Analysis
Education
Pace University - Lubin School of Business 1998 — 2001
MBA, Marketing Management
Marymount College, Tarrytown, NY 1984 — 1988
BS, International Business, Finance and Spanish
IT Independent Consultant January 2013 - Present
Independent Financial Advisor January 2012 - December 2013
Rail Europe Group September 2006 - December 2011
DaimlerChrysler April 2003 - September 2006
DaimlerChrysler May 2000 - April 2003
DaimlerChrysler October 1997 - April 2000
The Bank of New York April 1995 - September 1997
Skills
Proficient Typing Skills, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Lotus Notes, Lotus 123, COBOL, C++, Promoters, Event Producing, Finance, Leadership, Analysis, Software Documentation, Business Analysis, Project Management, Sales
Education
Northwood University-Texas 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pace University - Lubin School of Business 1996 — 1999
Business Administration and Management, General
Westchester Community College 1993 — 1997
Associate of Arts and Sciences (A.A.S.), Computer Information Systems
Bank of New York Mellon November 2010 - Present
BNY Mellon Wealth Management January 2009 - November 2010
BNY Mellon Wealth Management January 2007 - January 2009
The Bank of New York 1979 - 2007
Skills
Asset Management, Investments, Wealth Management, Trust Services, Banking, Asset Allocation, Asset Managment, Portfolio Management, Finance, Equities, Alternative Investments, Securities, Financial Services, Hedge Funds, Wealth, Fixed Income, Financial Analysis, High Net Worth..., Capital Markets, Mutual Funds, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., Private Banking, Bloomberg, Bonds, Series 63, Derivatives, Series 7, Retirement Planning, FINRA, Financial Markets, Fund Of Funds, Options, Private Equity, Strategic Financial..., Trading, ETFs, Financial Advisory, Estate Planning
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
Rutgers University-New Brunswick 1973 — 1977
BA, Economics
JPMorgan Chase November 2012 - Present
Credit Suisse May 2011 - November 2012
Pride Technologies June 2010 - April 2011
Pride Technologies January 2010 - June 2010
BNY Mellon April 2002 - October 2009
JPMorgan Chase November 1996 - March 2002
The Bank of New York August 1994 - October 1996
Skills
SMTP, Sendmail, Unix, Disaster Recovery, Symantec Cloud, DLP, RFC5321, DMARC, SPF, DKIM, Servers, Technical Support, Infrastructure, Blackberry Enterprise..., IT Strategy, Networking, Lotus Notes, ITIL, Vendor Management, IT Management, Databases, Data Center, SDLC, Enterprise Architecture, System Deployment, Integration, IT Service Management, Virtualization, Mobile Devices, Active Directory, Microsoft Exchange, Cloud Computing, VMware, Security, Business Continuity, Windows Server, DNS, Citrix, System Administration, Network Security, Service Delivery, Information Security, Operating Systems, SharePoint, VMware ESX, Visio, SAN, Storage, Troubleshooting
Education
Pace University
BA, Management Information Systems
Ipreo August 2007 - Present
BNY ConvergEx July 2005 - August 2007
The Bank of New York 2005 - 2006
Kroll Inc September 2003 - July 2005
Kroll 2003 - 2005
Skills
Technical Recruiting, HRIS, Performance Management, Benefits, Compensation, Employee Benefits, Deferred Compensation, Human Resources, Recruiting, Employee Relations, Personnel Management, Talent Acquisition, Strategy, Succession Planning, Management, Applicant Tracking..., Onboarding, Talent Management, Interviews, Employee Engagement, New Hire Orientations, HR Policies, Training, Hiring, Analysis, Leadership
Education
New York University 2006 — 2010
MS, Human Resources Management and Development
University at Albany, SUNY 1999 — 2003
BA, Communcation, Business, Sociology
University of Westminster 2001 — 2001
NRHS
Thomson Reuters June 2006 - Present
The Bank of New York June 1999 - June 2006
Skills
XML, SOA, Web Services, SQL, OOP, Microsoft SQL Server, UML, Java, Trading Systems, Agile Methodologies, Business Analysis, Visual Basic, Object Oriented Design
Education
Pace University 2007 — 2010
MS, Software Development and Engineering
Queens College 1998 — 2002
BA, Computer Science
Hahn & Hessen LLP January 2014 - Present
Hahn & Hessen LLP January 2008 - December 2013
Association of Commercial Finance Attorneys June 2009 - June 2011
Bank of America January 1997 - November 2007
The Bank of New York June 1986 - January 1997
Kaplan Russin Vechhi & Kirkwood 1984 - 1986
Education
New York Law School 1980 — 1984
JD
JFK High School
BNY Mellon February 2015 - Present
BNY Mellon July 2013 - Present
Bank of New York Mellon March 2007 - July 2013
The Bank of New York January 2004 - February 2007
The Bank Of New York December 1999 - December 2003
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, FX Options, Bonds, Trading, Currency, Global Macro, Investments, Foreign Exchange, Alternative Investments, Business Development
Education
New York University
Mba
New York University, Stern School of Business
BS/MBA, Finance Int'l Business
Fiserv September 2002 - Present
AETEA Information Technology April 2002 - September 2002
Prudential Securities March 2001 - November 2001
The Bank of New York May 1993 - March 2001
Bankers Trust February 1990 - April 1993
Prudential-Bache May 1988 - January 1990
Skills
Business Analysis, Fixed Income, Financial Services, Portfolio Management, Mutual Funds, Relationship Management, SDLC, Process Improvement, Banking, Analysis, Business Requirements, Investments, Requirements Gathering, Securities, Vendor Management, Risk Management, Wealth Management, Trading, Asset Management, Equities, Financial Markets, Derivatives, Bloomberg
Education
Pace University - Lubin School of Business 1986 — 1990
BBA, Finance
Senator Suzi Oppenheimer's District Office April 2009 - December 2012
The Bank of New York April 2004 - July 2007
TIAA-CREF April 1997 - September 2003
JP Morgan 1984 - 1992
Citibank January 1980 - January 1984
Interbank Card Assoc 1980 - 1982
Skills
Business Continuity..., Crisis Management, Business Continuity, Program Management, Training, Leadership, Management, Software Documentation, Project Planning, Team Building, Disaster Recovery, Public Speaking, Risk Management, Policy, Budgets, Financial Services, Business Analysis, Vendor Management, Nonprofits, IT Strategy
Education
Pace University 1967 — 1972
BA, English literature
Chatham Wealth Management 2009 - Present
Alpha Solutions Investment Advisors (ASIA) 2009 - Present
JL Wealth Management Consulting Services January 2008 - 2009
UCB ASSET MGT April 2006 - December 2007
Bank of New York March 1995 - April 2006
Barclays Global Asset Management August 1993 - March 1995
The Bank of New York 1987 - August 1993
Skills
Equities, Fixed Income, Structured Products, Private Equity, Portfolio Management, Alternative Investments, Asset Managment, Wealth Management, Investments, Asset Allocation, Vendor Management, Strategic Planning, Project Management, Financial Analysis, Risk Management, Budget, Banking, Due Diligence, Business Strategy, Sales
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Economics & Finance
Major Financial Services Firm 2013 - Present
BNY Mellon 2009 - 2012
BNY Mellon 2006 - 2009
The Bank of New York 1996 - 2006
The Bank of New York 1993 - 1996
Gotham Computer Services Inc. 1993 - 1993
Tekmark Global Solutions 1989 - 1993
Skills
Risk Management, Systems Development..., PMP, Basel II, SDLC, Credit Risk, Operational Risk, Information Security..., IT Infrastructure..., Business Recovery..., SOX Compliancy, SAS70, FFIEC, Security and..., IT Risk Management, Disaster Recovery, Governance, Sarbanes-Oxley Act, ITIL, Network Security, Information Technology, Security, Business Continuity, Software Development, Information Security, Program Management, Financial Risk, Project Management, IT Management, Financial Services, Change Management, Data Warehousing, Data Center, PMO, Integration, IT Strategy, Enterprise Architecture, Infrastructure, Cross-functional Team..., Business Analysis, Visio, IT Operations, IT Service Management, Enterprise Risk..., Outsourcing, Strategy, Business Process, IT Audit, COBIT, Requirements Gathering
Education
Pace University 2007 — 2009
Master of Science (MS), Internet Technology
Pace University 2006 — 2007
Certificate, Security and Information Assurance
Chubb Institute
Certificate in Data Processing
APG Asset Management US January 2015 - Present
APG Asset Management US June 2007 - December 2014
Forest City Ratner Companies April 1998 - May 2007
The Bank of New York November 1996 - March 1998
Skills
Asset Management, Microsoft Excel, Leadership, Management, Financial Analysis, Finance, Real Estate, Microsoft Office, Investments, Budgets, Hedge Funds, Private Equity, Real Estate Transactions
Education
Pace University
BS
Pace University
Bachelor of Science (B.S.)
Nan Adams Consulting February 2011 - Present
Fifth Third Asset Management 2005 - 2007
The Bank of New York 2003 - 2005
Dreyfus Investments February 1999 - December 2002
PaineWebber 1989 - 1999
Thomson McKinnon 1984 - 1988
ContiCommodity 1979 - 1984
Skills
Lean Six Sigma Yellow..., Training, Mutual Funds, Wealth Management, Asset Managment, Financial Services, Alternative Investments, Relationship Management, Strategic Planning, Marketing, Marketing Communications, Asset Allocation, Product Marketing, Investments, Asset Management, Leadership, New Business Development, Six Sigma, Marketing Strategy, Program Management, Project Management, Sales, Management
Education
Pace University 1981 — 1985
Bachelor of Arts (BA), Business/Corporate Communications
The Mary Louis Academy 1975 — 1979
BNY Mellon September 2014 - Present
BNY Mellon July 2013 - Present
BNY Mellon July 2007 - July 2013
The Bank of New York December 2006 - July 2007
The Bank of New York June 2006 - December 2006
The Bank of New York November 1995 - May 2006
Skills
Talent Management, Performance Management, Organizational..., Leadership Development, Executive Coaching, Employee Engagement, Organizational..., Career Development, Leadership, 360 Feedback, Workshop Facilitation, Onboarding, Organizational Design, Culture Change, Workforce Planning, Succession Planning, Career Counseling, Employee Relations, Human Resources, MBTI, Change Management, Executive Development, Team Building, Performance Appraisal, Employee Training
Education
New York University 1993 — 1995
MA, Counseling Psychology
Princeton University 1988 — 1992
AB, Psychology
Carver Federal Savings Bank March 2011 - Present
Various assignments March 2010 - October 2010
Sumitomo Mitsui Banking Corporation December 2007 - January 2010
Moody's Investors Service May 2006 - November 2007
WestLB January 1999 - January 2006
The Toyo Trust & Banking Co., Ltd. June 1995 - December 1998
The Bank of New York April 1988 - September 1992
Skills
Securities, Credit, Credit Analysis, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
M.B.A., Finance
New York University 1979 — 1983
BS, Management, Economics
WHV Investment Management, Inc. 2013 - 2013
Federal Home Loan Bank August 2008 - October 2009
BARCLAYS GLOBAL INVESTORS February 2008 - July 2008
The Bank of New York November 2005 - February 2008
Morgan Stanley December 2004 - July 2005
TIAA-CREF 1995 - 2004
Education
Pace University 1999 — 2004
National Council of Churches January 2004 - December 2012
Church World Service March 2001 - December 2012
Church World Service December 2008 - December 2011
Church World Service January 2004 - December 2007
JPMorgan Chase July 1995 - November 2006
Orthodox Christian Mission Center November 1996 - November 1998
Israel Discount Bank of New York June 1994 - June 1995
The Bank of New York November 1984 - May 1990
Skills
Nonprofits, Leadership, Strategic Planning, Public Speaking, Fundraising, International Relations, Budgets, Community Outreach, Volunteer Management, Research, Management, Global Custody, Program Development, Grant Writing, Proposal Writing, Securities, Financial Services, NGOs, Project Management, Event Planning, Policy, Project Planning, Program Management, Policy Analysis, Public Policy, International..., Analysis, Risk Management, Governance, Finance, Organizational..., Program Evaluation, French, Social Media, Leadership Development, Grants, Training, Microsoft Excel, Data Analysis, Editing, Euroclear, Business Ethics, Organizational Behavior, Clearstream, Banking, Humanitarian Assistance, Ecumenism
Education
New York University 2006 — 2008
MS, Global Affairs
Temple University 1980 — 1984
BBA, Management / Finance
Garden City High School 1976 — 1980
Ernst & Young July 1987 - Present
Ziff Davis Publishing 1986 - 1987
The Bank of New York 1985 - 1986
Education
The New School 1997 — 1999
Masters
Niagara University 1981 — 1985
Shorepoint Communications, LLC November 2014 - Present
Independent Contractor July 2014 - November 2014
MetLife Investors Management October 2013 - July 2014
Citco Fund Services February 2012 - August 2013
GM Asset Management August 2009 - July 2011
Citco Fund Services January 2009 - August 2009
Citco Fund Services June 2007 - October 2008
The Bank of New York June 2006 - June 2007
DPM Mellon March 2004 - June 2006
Sumitomo Trust and Bank USA June 1999 - July 2003
Skills
Financial Operations, Hedge Funds, Fund Accounting, Fund Administration, Pension Funds, Financial Reporting, Alternative Investments, Valuation, Mutual Funds, Internal Controls, Private Equity, Accounting, Auditing, Bloomberg, Finance, Account Reconciliation, Fund Of Funds, IFRS, Financial Risk, Financial Statements, Internal Audit
Education
New York Institute of Technology 1983 — 1985
BS, Economics
SUNY Geneseo
RBC Capital Markets August 2011 - Present
WestLB 2008 - August 2011
CIBC World Markets 2005 - 2008
Nomura / Moody's July 2004 - April 2005
First Data Corporation 2003 - 2004
The Bank of New York 2001 - 2003
JPMorgan Chase 1994 - 2001
Sargoy, Stein, Rosen & Shapiro 1993 - 1994
Merrill Lynch 1990 - 1992
Skills
Auditing, CPA, Capital Markets, Commercial Banking, Derivatives, Enterprise Risk..., FX Options, IT Audit, Internal Audit, Investment Banking, Operational Risk, Operational Risk..., Retail Banking, Risk Management, Sarbanes-Oxley Act, Trading, Treasury
Education
Saint John's University 1993 — 1996
MBA, Accounting
New York University 1986 — 1990
BS, Finance & International Business
Land Use Law Center, Pace Law School October 1999 - Present
Stop & Shop June 1987 - June 2001
Putnam Trust, A Bank of New York Comapny December 1997 - October 1999
The Bank of New York July 1993 - December 1997
Education
Pace University 2010 — 2011
Paralegal Studies Certificate, Paralegal Studies
Pace University-Pleasantville/Briarcliff Campus
Master of Science for Teachers (M.S.T.), Childhood Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Science Degree, magna cum laude, Criminal Justice
The Bank of New York 1998 - 2004
Education
Pace University - Lubin School of Business 1999 — 2002
BBA, Management Information Systems
ICAP May 2009 - Present
The Bank of New York June 2006 - May 2009
OASIS, Inc. 1997 - 2006
Skills
Trading Systems, Market Data, Fixed Income, Sybase, Equities, Electronic Trading, SDLC, Software Development, Unix, IT Strategy, Enterprise Architecture, Software Project..., SOA, Ant, Oracle, System Architecture, Back Office, JBoss Application Server, Web Services, Middle Office, Integration, Business Analysis, Agile Methodologies
Education
New Jersey Institute of Technology
Bachelor of Science (BS), Computer Science
The Counseling and Diagnostic Center August 2014 - Present
Pace University September 2007 - May 2009
The Bank of New York October 2005 - December 2007
Mellon Financial April 2003 - September 2005
Skills
Securities, Microsoft Excel, Fixed Income, Finance, Portfolio Management, Bloomberg, Social Media, Equities, Investments, Research
Education
The Adler School of Professional Psychology 2009 — 2015
PsyD, Clinical Psychology
Pace University 2007 — 2008
Masters, Psychology
Penn State University 1995 — 1999
BS, Economics
Bank of New York Mellon December 2012 - Present
BNY Mellon 2005 - 2012
The Bank of New York 1999 - 2005
The Bank of New York 1997 - 1999
The Bank of New York 1996 - 1997
The Bank of New York Mellon 1994 - 1996
The Bank of New York 1992 - 1994
American Express 1990 - 1992
Internal Revenue Service 1989 - 1990
Skills
Investments, Securities, Customer Relations, Asset Management, Customer Service, Banking, Fixed Income, Series 7, Series 63, FINRA, Capital Markets, Credit Risk, Hedge Funds, Equities, Financial Services
Education
New York Institute of Technology 1995 — 2000
MBA, Finance
Syracuse University 1982 — 1987
BA, Economics
Raffa, PC July 2013 - Present
Raffa, PC April 2009 - June 2013
Penguin Services Group, Inc June 2008 - April 2009
Tradesource March 2005 - June 2008
Westaff November 2003 - March 2005
The Bank of New York June 1999 - September 2003
Skills
Payroll, Payroll Processing, Microsoft Office, Accounting, Excel, Accounts Payable, Word, Outlook, Report Smith, Great Plains, ADP, ADP Payroll, Human Resources, Microsoft Word, Team Building, Customer Service, Employee Benefits, PeopleSoft, Benefits Administration, Time Management, Finance, Auditing, Account Reconciliation, Microsoft Excel, QuickBooks, Onboarding, Financial Reporting, HRIS, Training, Budgets, Temporary Placement, General Ledger, Employee Relations, Invoicing, Recruiting, ADP ReportSmith, Great Plains Software
Education
Northern Virginia Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.)
University of Rhode Island 2005 — 2006
Graduate Certificate
University of Rhode Island 1999 — 2003
Bachelor of Arts
VEN-USA 2001 — 2002
n/a
The Transition Network 2010 - Present
Career Management Consultants January 2009 - Present
The Bank of New York 1990 - 2008
Irving Trust Company 1980 - 1990
Skills
Training, Strategic Planning, Financial Services, Career Development, Performance Management, Human Resources, Team Leadership, Social Networking, Talent Management, Employee Relations, Management, Leadership, Employee Benefits, Staff Development, Executive Coaching, Strategy, Coaching, Organizational..., Employee Engagement, Workshop Facilitation, Career Counseling, Employee Training, Resume Writing
Education
University of Wisconsin-Madison
transferred, Liberal Arts
New York University
BA, English/Philosophy
Teachers College of Columbia University
MA, Education
IBM Global Business Services August 2010 - Present
Rolta International, Inc. February 2009 - August 2010
CA September 2008 - October 2009
Computer Associates / CA April 2003 - October 2008
IBM 2000 - 2002
Oracle March 1998 - January 2000
Information Paradigms, Inc. 1996 - 1998
the Bank of New York 1994 - 1996
Bank of Tokyo-Mitsubishi 1988 - 1991
Citibank 1983 - 1988
Skills
Business Intelligence, Integration, ITIL, Business Analysis, IT Service Management, Pre-sales, Data Warehousing, Business Process, CRM, Project Portfolio..., Requirements Gathering, Oracle, Disaster Recovery, Databases, Data Modeling, Enterprise Software, Strategy, Service Management, Project Management, SaaS, Software Documentation, DB2, Management, Cloud Computing, Enterprise Architecture, Professional Services, Configuration Management, Mainframe, Leadership, Solution Architecture, Solution Selling, Microsoft SQL Server
Education
New York University
Bachelor of Science (B.S.)
Pace University
Finance
Barclays Capital November 2008 - December 2008
Enterprise Solutions Providers August 2007 - March 2008
The Bank of New York September 2006 - August 2007
Bank of NY Mellon May 2006 - September 2006
Tempco December 2004 - March 2006
USDA September 2001 - August 2002
Skills
MS Project, Databases, SDLC, SharePoint
Education
Pace University 2009 — 2011
Master's (MBA), Software Engineering
Saint John's University
Bachelor of Science, Computer Science
Saint John's University 2002 — 2006
JPMorgan Chase November 2006 - Present
The Bank of New York November 2002 - November 2006
Skills
Mortgage Lending, Retail Banking, Loan Origination, Credit, Sales, Customer Service, Relationship Management, Lines Of Credit, Loans, Banking, Finance, Credit Analysis, Credit Risk, Mortgage Banking, Cross Selling, Consumer Lending, Residential Mortgages, Refinance, Real Estate Financing, Commercial Lending
Education
Pace University 1998 — 2002
BBA, Finance
Marketing and Fundraising Consultancy September 2006 - Present
Columbia University April 2007 - June 2008
Technology Investor Magazine 2000 - 2000
Scientific American 1999 - 2000
Institutional Investor 1996 - 1998
The Bank of New York 1993 - 1995
The Chase Manhattan Bank 1986 - 1993
Skills
Fundraising, Philanthropy, Marketing Strategy, Marketing Communications, Brand Management, Grant Writing, Annual Giving, Direct Mail, Sponsorship, Stewardship, Integrated Marketing, Community Outreach, Strategy, Strategic Communications
Education
Xavier University - School of Business Administration
MBA
New York University
Certificate
University of Cincinnati
Master of Arts
World Relief October 2007 - Present
World Relief April 2004 - Present
World Relief June 2001 - Present
World Relief January 1997 - May 2001
The Bank of New York August 1992 - December 1996
Skills
Program Development, Non-profits, Grants, Nonprofits, Fundraising, Volunteer Management, Program Management, Public Speaking, Grant Writing, Program Evaluation, Event Planning, Leadership Development, NGOs
Education
Nyack College 1975 — 1980
BMusEd, Music Education
Nordstrom December 2014 - Present
Expedia, Inc. September 2014 - November 2014
Microsoft August 2011 - July 2014
Info Directions November 2008 - April 2011
Thomson Reuters 2011 - 2011
Destiny 6 Enterprises, Inc. September 2008 - November 2008
Lumetrics May 2008 - August 2008
Rochester Institute of Technology 2007 - 2008
Welch Allyn December 2006 - September 2007
The Bank of New York June 2006 - August 2006
Skills
C#, Test Automation, Test Automation..., Visual Studio, Java, HTML, CSS, PHP, C, Software Engineering, Software Design, Web Development, C++, Software Development, Linux, User Interface Design, Databases, Windows, Programming, Testing, Object Oriented Design, Agile Methodologies, XML, .NET, Test Planning, ASP.NET, Agile Testing
Education
Rochester Institute of Technology 2004 — 2008
B.S. C.S., Computer Science, Artificial Intelligence, Criminal Justice
Onondaga Community College 2002 — 2003
A.S. C.S., Computer Science
DFS, LLC March 2015 - Present
Enova International, Inc. April 2008 - March 2015
Deutsche Bank Securities 2007 - 2008
The Bank of New York 2006 - 2007
Weg & Myers, P.C. March 2005 - September 2005
New York City Department of Buildings May 2004 - August 2004
Skills
Banking Law, Financial Services, Risk Management, AML, Privacy Law, Litigation, Credit, Strategy, Regulations, OFAC, Loans, Portfolio Management, Data Privacy, Financial Regulation, Licensing, KYC, Corporate Governance, FCPA, Management, Corporate Law, Due Diligence, Consumer Lending, Arbitration, Securities, Legal Research, E-commerce, FCRA, Legal Writing, Bank Secrecy Act, Banking, Commercial Litigation, Finance, Anti Money Laundering
Education
New York Law School 2003 — 2006
JD, Law
University of Michigan 1999 — 2003
BA, Economics
Highland Park High School 1995 — 1999
Phoenix Investment Advisor 2007 - Present
Imperial Capital LLC 2004 - 2007
Moodys Investor Services 1995 - 2003
The Bank of New York 1990 - 1995
Education
New York University 1988 — 1990
M.B.A., Finance
Princeton University 1979 — 1983
A.B., Biology
HSBC April 2014 - Present
Wells Fargo June 2006 - April 2014
The Bank of New York June 2002 - June 2006
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon August 2013 - Present
BMO Capital Markets 2007 - 2010
BNY Capital Markets, Inc. 1998 - 2007
The Bank of New York 1994 - 1998
Grant Thornton LLP 1990 - 1993
General Public Utilities Nuclear Corporation 1984 - 1990
New York City Department of Sanitation 1982 - 1984
Skills
Portfolio Management, Leveraged Finance, Syndications, Cash Flow Lending, Asset Based Lending, Risk Management, Relationship Management, Underwriting, Middle Market
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
New York University - Polytechnic School of Engineering 1982 — 1984
MS, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BE, Mechanical Engineering
Barclays Capital February 2007 - Present
Lehman Brothers 2008 - 2009
Lehman Brothers 2007 - 2008
The Bank of New York 1997 - 2006
Skills
Fixed Income, Middle Office, Equities, Capital Markets, Market Data
Education
Pace University - Lubin School of Business 2000 — 2005
MBA, Financial Management
Saint John's University 1992 — 1997
BS, Finance
US Trust 2000 - Present
The Bank of New York 1997 - 2000
Chemical Bank 1990 - 1997
Skills
Private Banking, Relationship Management, Wealth Management..., Credit Analysis, Mortgage Lending
Education
Pace University 1988 — 1990
MBA, Corporate Finance
University of the West Indies, Kingston, Jamaica 1980 — 1983
Bachelor of Science (B.Sc.), Computer Science
TD 2015 - Present
Briarcliffe College February 1994 - Present
Capital One April 2009 - December 2014
WaMu August 2007 - April 2009
Astoria Federal Savings February 2003 - August 2007
Astoria Federal Savings Bank 2003 - 2007
Astoria Federal Savings Bank 2003 - 2007
The Bank of New York July 1989 - January 2003
Skills
Team Building, Commercial Banking, Coaching, Banking, Sales Management, Customer Service, Credit, Loans, Employee Relations, New Business Development, Small Business, Business Management, Recruiting, Small Business Lending, Finance, Sales, Financial Services, Retail Banking, Management, Leadership, Human Resources, Business Development, Risk Management, Training, Branch Banking, Relationship Management, Leadership Development, Executive Management, Strategic Planning, Insurance, Business Strategy, Business Planning, Operations Management, Retail, Performance Management, Analysis, Networking, Team Leadership, Strategy, Financial Analysis, Portfolio Management, Customer Satisfaction, CRM, Change Management, Process Improvement
Education
New York Institute of Technology 1989 — 1992
MBA
Saint John's University 1984 — 1987
BS
Emigrant Bank April 2010 - Present
The Bank of New York Mellon January 2005 - January 2009
HSBC Bank USA January 1990 - December 2004
The Bank of New York August 1985 - January 1990
Manufacturers Hanover Leasing Corporation July 1984 - August 1985
Cadence Industries Corporation August 1983 - July 1984
Education
Pace University - Lubin School of Business 1984 — 1989
MS, Taxation
Rutgers University-New Brunswick 1979 — 1983
BA, Business Administration / Accounting
JPMorgan Chase Bank April 2010 - December 2014
Town Advisory Board 2008 - 2013
Premier Realty Associates 2009 - 2010
Various 2007 - 2010
Kaplan Financial 2007 - 2010
M & T Bank January 1989 - April 2001
The Bank of New York October 1985 - January 1989
Education
New York University
M.S., Real Estate
University of Pittsburgh
B.S., Bus. Adm
Thomson Reuters - BETA Systems April 2010 - Present
Thomson Reuters 2007 - April 2010
Thomson Reuters July 2003 - 2007
The Bank of New York July 1993 - July 2004
Skills
Building Relationships, Process Improvement, Business Analysis, Change Management, Customer Satisfaction, Microsoft Excel, Customer Service, Vendor Management, Microsoft Office, Sales Management, New Business Development, Retail, Salesforce.com, Competitive Analysis, Sales, Sales Operations, Budgets, Project Management, Call Centers, Training, Marketing Strategy, Quality Assurance, SDLC, Troubleshooting, Team Management, Banking, Coaching, Team Building, Product Management, Team Leadership, Analysis, Program Management, Relationship Management, Negotiation, Management, Strategic Planning, Leadership, Operations Management, CRM, Cross-functional Team..., Business Process..., Marketing, Requirements Gathering, Account Management, Product Development, PowerPoint, Software Documentation, Integration, Business Development, Financial Services
Education
Western Michigan University - Haworth College of Business 1989 — 1991
BBA, Finance
Northern Michigan University 1987 — 1988
The Bank of New York Mellon March 2007 - Present
The Bank of New York August 2001 - March 2007
Skills
DDA, Product Management, Implementation Services, Treasury Services, Mobile Banking, ACH, SWIFT, SWIFT messaging, Payments, Multi-currency, Funds Transfer Pricing, Product/service..., Private Label, Remote Deposit Capture, Disbursements, Account Reconciliation, Mobile Payments, Collections, Online Payments, Electronic Payments, NFC, Check 21, Payroll, Checking, Corporate Trust, PayPal, Working Capital..., Treasury Systems, Treasury Management, Online Product..., Internet Product..., Market Structure, Banking, Cash Management, Internet Banking, Treasury, Core Banking, AML, Financial Transactions, SWIFT payments, KYC, Payment Systems, Vendor Management, Credit Cards, Financial Institutions, E-payments, Portfolio Management, Positive Pay, Financial Risk, Relationship Management
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Strategic Management & Finance Management
New York City College of Technology 2005 — 2006
BS, Computer Systems Technology
New York City College of Technology 2003 — 2004
AAS, Microcomputer Business Systems
CLS Bank International June 2015 - Present
LHM Management Inc. January 2015 - Present
HSH Nordbank AG, New York Branch May 2011 - June 2014
HSH Nordbank March 2006 - May 2011
Mizuho Corporate Bank September 2005 - March 2006
Danske Bank 2003 - 2006
DZ Bank 1997 - 2003
The Industrial Bank of Japan 1994 - 1997
The Bank of New York 1985 - 1994
Skills
Financial Institutions, Loans, Funding, SURETY CDD, Risk Management, Investment Banking, Credit, Banking, Credit Risk, Structured Finance, Derivatives, BSA/AML Compliance, World-Check, Country-Check, Customer Risk Rating..., Anti Money Laundering, Due Diligence, Project Management, Regulatory Compliance, Financial Services
Education
Pace University - Lubin School of Business 1988 — 1990
MBA, Finance
Northeastern University 1980 — 1985
B.S., Finance
... Business Systems AnalystACS, a Xerox CompanyMay 2005 - May 2010
Mellon Bank May 1998 - May 2005
The Bank of New York 1976 - 1997
Education
HCA
New York University
Bachelor of Science, Speech Pathology
Highlands Design & Consulting, LLC 2001 - Present
CustomVault/ BranchServ January 2006 - December 2008
The Bank of New York 2000 - 2006
Inspection & Valuation International, Inc. 1998 - 2000
Inspection & Valuation International, Inc. 1996 - 1998
Empire State Building/ Helmsley Spear, Inc. 1993 - 1996
Education
New York Institute of Technology 1986 — 1991
BS, Architecture
Deutsche Asset Management 2005 - 2008
Goldman, Sachs & Co. 2004 - 2005
The Bank of New York 2001 - 2004
Skills
Financial Risk, Risk Management, Asset Managment, Banking, Asset Management
Education
Barnard College - Columbia University
BA
New York Law School
JD
Morgan Stanley October 2008 - February 2009
The Bank of New York October 2007 - May 2008
UBS Investment Bank June 2005 - November 2005
Credit Suisse March 2000 - May 2004
Skills
Bloomberg, Fixed Income, Equities, Trading, Mutual Funds, Capital Markets, Portfolio Management, Securities, Securities Lending, Trading Systems, Risk Management, Prime Brokerage, Financial Risk, Asset Managment, Bonds, Valuation, Financial Markets, Investment Banking, Equity Derivatives, Investments, Project Finance, Wealth Management, Derivatives, Financial Services, Asset Management, Series 63, Options, Equity Research, Hedge Funds, Series 7, ETFs, Alternative Investments, FINRA, Asset Allocation, Bloomberg Terminal, Private Equity, Middle Office, Financial Analysis, Credit Risk, Equity Trading, Structured Products, Fund Of Funds, Series 24, FX Options, Corporate Actions, Swaps, Back Office, Credit Derivatives, Settlement, Electronic Trading
Education
New York University 1993 — 1994
Accounting
University of Santo Tomas
B.A, Business Administration
The Bank Of New York Mellon July 1993 - Present
The Bank of New York June 1990 - July 1993
Skills
Equities, Investment Management, Portfolio Management, Wealth Management, Investments, Risk Management, Finance, Management
Education
New York University 1994 — 1999
Master of Business Administration (M.B.A.), Finance and International Business
State University of New York at Albany 1986 — 1990
Bachelor's Degree, Business Administration (Finance) and Economics
The Bank of New York Mellon Corp. January 2004 - January 2009
The Bank of New York June 1980 - January 2009
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon Corp. September 1990 - January 2004
Skills
Back Office, Fixed Income, Middle Office, Settlement, Securities, Trading Systems, Relationship Management, Bloomberg, Collateral Management, Equities, Cash Management, Financial Services, PowerPoint, MBS, Business Analysis, Software Documentation, Investments, Microsoft Excel, Securities Lending, Quality Assurance, DTC, GCF, Tri-Party Repo..., Managing Start-ups, Customer Relations, Client Services, Settlements, Excel, Lotus Notes, Compliance, Asset Management, Documentation, Problem Solving, Word, Derivatives, Operational Risk, FX Options, Banking, Bonds, Financial Markets, Treasury, Capital Markets, Management
Education
Pace University
Business Management
Saint John's University
Business Management
Aviation High School 1973 — 1976
H.S. Diploma/Airframe Mechanics License, Aviation Mechanics
Bank of America May 2015 - Present
Bank of America - Merrill Lynch July 1998 - May 2015
Charles Schwab November 1997 - July 1998
Ferzan, Robbins & Associates May 1997 - November 1997
New York Hospital Queens October 1995 - May 1997
The Bank of New York May 1995 - September 1995
Goldman Sachs October 1993 - March 1995
State University of New York at Buffalo January 1992 - June 1993
St. Louis Children's Hospital August 1988 - December 1989
Skills
Construction Management, Construction, Corporate Real Estate, Architecture, Feasibility Studies, Project Planning, Mixed-use, Real Estate Development, Contract Negotiation, Facilities Management, Project Management, MS Project, Space-planning, Process Scheduler, Asset Managment, Strategic Planning, Architectural Design, Submittals, Green Building, Budgets, Strategy, Leadership, Property Management, Change Management, Procurement, Equities, Asset Management
Education
University at Buffalo 1991 — 1993
M.Arch, Architecture
New York Institute of Technology 1990 — 1990
Architecture
University of Florida 1990 — 1990
Construction Management
Washington University in St. Louis 1987 — 1989
BA, Architecture
Citigroup February 2015 - Present
Citigroup July 2010 - February 2015
JP Morgan Chase January 2009 - July 2010
JPMorgan Chase May 2007 - December 2008
JP Morgan Chase May 2005 - May 2007
The Bank of New York September 2004 - May 2005
Skills
VBA, SAS, Risk Management, Financial Modeling, Access, Statistical Modeling, Microsoft Excel, Essbase, Data Mining, Management, Finance, Derivatives, Analytics, Credit, Analysis, Strategy, Market Risk, Statistics, Financial Analysis, Credit Risk, Project Management, Predictive Modeling, Segmentation, Financial Services, Valuation, Portfolio Management, Credit Cards, Financial Risk, Loans, Quantitative Analytics, Banking, Risk Analytics, Corporate Finance, Basel II, Fixed Income, Bloomberg
Education
New York University 2008 — 2011
MBA, Banking and Finance
University of Delaware 2003 — 2005
MS, Agricultural and Resource Economics
Royal Bank of Canada July 2002 - Present
Barclays Wealth and Investment Management September 1990 - June 2002
Citi January 1983 - January 1989
The Bank of New York January 1980 - January 1983
Skills
Credit, Banking, Derivatives, Private Banking, Portfolio Management, Credit Risk, Credit Analysis, Loans, FX Options, Capital Markets, Investment Advisory, Financial Risk, Mutual Funds, Investments, Asset Management, Financial Advisory, Mortgage Lending, Securities, Risk Management, Corporate Finance, Series 7, Financial Analysis, Valuation
Education
New York University 1980 — 1986
Bachelor of Science (B.S.), Finance, General
Pinpoint Credit Advisors November 2013 - Present
Robert Adelman Consulting July 2010 - November 2013
Rapid Ratings International August 2007 - July 2010
Morgan Stanley February 1993 - August 2007
The Bank of New York August 1987 - February 1993
Skills
Credit, Loans, Risk, Policy, Analysis, Banking, Investment Banking, Credit Analysis, Financial Risk, Investments, Capital Markets, Derivatives, Mergers & Acquisitions, Finance, Private Equity, Commercial Banking, Asset Management, Financial Services, Credit Risk, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Corporate Finance, Financial Structuring, Equities, Hedge Funds, Risk Management, Restructuring, Structured Finance, Emerging Markets, Bloomberg, Financial Markets, Market Risk, Alternative Investments, Financial Institutions, Leveraged Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1976 — 1978
MBA, Finance
New York University 1973 — 1975
BA, Politics
The Bank of New York Mellon July 2007 - August 2009
The Bank of New York January 1997 - June 2007
The Bank of New York January 1985 - December 1996
Irving Trust Company January 1983 - January 1985
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Management/Organizational Behavior
Pace University 1979 — 1983
BA, Social Sciences
Brown Brothers Harriman June 1998 - Present
The Bank of New York May 1996 - June 1998
Bankers Trust Company September 1985 - May 1996
Skills
Settlement, Middle Office
Education
Pace University - Lubin School of Business 1984 — 1988
MBA, Organziational Development
Saint Peter's University 1979 — 1983
BS, Business Management
New York Life Insurance Company February 2009 - Present
JP Morgan Chase Bank January 2007 - January 2008
The Bank of New York January 1996 - January 2006
Union Bank of Switzerland March 1990 - August 2000
BNY Mellon 1997 - 2000
Barclays Bank, PLC January 1992 - January 1996
Barclays January 1990 - January 1992
Chase Manhattan Bank January 1987 - January 1990
Bankers Trust Company January 1974 - January 1987
Skills
Fixed Income, Portfolio Management, Mergers & Acquisitions, Financial Services, Mutual Funds, Investments, Finance, Insurance, Relationship Management, Trading, 401k, Accounting
Education
Pace University
Bachelor of Business Administration, General Business
Citigroup Private Bank August 2005 - Present
The Bank of New York February 2005 - August 2005
Bank Leumi USA January 2002 - February 2005
Commercial Bank of New York November 1993 - December 2001
Skills
AML
Education
New York Institute of Technology-Old Westbury
Bachelor's degree, Accounting
TD Bank February 2007 - Present
TD Bank April 2004 - February 2007
The Bank of New York April 1996 - April 2004
NatWest Bank 1990 - 1996
Skills
Retail Banking, Credit, Commercial Lending, Loans, Cash Management, Commercial Banking, Credit Analysis, Banking, Middle Market, Mortgage Lending, Financial Analysis, Portfolio Management, Lines Of Credit, Credit Risk, Asset Based Lending, Underwriting, Small Business Lending, Relationship Management, Consumer Lending, Loan Origination, Commercial Mortgages, Financial Services, Treasury Management, Mutual Funds, Wealth Management, Investments, Capital Markets, Financial Risk, Securities, Cross Selling, Financial Structuring, Finance, Leadership
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Advanced Financial Analyis
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, Economics
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
SS&C Technologies, Inc October 2011 - Present
InfoHedge Technologies LLC 2010 - October 2011
Columbus Avenue Consulting June 2006 - January 2010
Ambac 2010 - 2010
HSBC Securities Services June 2005 - July 2006
The Bank of New York October 1998 - June 2005
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Excel, Word, Corporate Finance, Quickbooks, Geneva, VPM, Total Return, Total Return Swaps, CDS, Fixed Income
Education
Pace University 1993 — 2005
M.B.A., Financial Management
Bank of America Merrill Lynch March 2010 - Present
Fred Alger Management September 2004 - January 2010
Neuberger Berman May 1993 - September 2004
The Bank of New York September 1989 - May 1993
PERSHING AND CO June 1987 - September 1989
Skills
Securities, Mutual Funds, Portfolio Management, Series 7, Asset Management, Equities
Education
New York University 1982 — 1986
BS, Management/Marketing
benjamin n cardozo 1980 — 1982
hs
The Bank of New York May 2000 - April 2001
Education
State University of New York at Buffalo 1984 — 1988
BS, Management - Marketing and Finance
New York University
Certificate in Human Resources, Business Administration and Management, General
The Bank of New York January 2002 - Present
Electronic Data Systems January 2001 - January 2002
Unit Investment trust, Bank of New York January 1999 - January 2001
The Bank January 1989 - January 1999
American Express Bank January 1978 - January 1989
Education
College of Staten Island
Human Services
Pace University
Business Administration
Cornerstone Funds 1998 - 2002
Bankers Trust Company 1998 - 1998
The Bank of New York 1996 - 1998
ADP Investor Communications 1995 - 1996
Adler Coleman Clearing Corporation 1993 - 1995
Tucker Anthony - John Hancock Clearing 1991 - 1993
Edward Jones 1989 - 1991
Drexel Burnham Lambert, Inc 1987 - 1989
Smith Barney Harris Upham 1984 - 1987
Skills
Investments, Global Custody, Equities, Mutual Funds, Securities, Series 7, Asset Management, Financial Services, Hedge Funds, Banking, Trading, Relationship Management, Series 63, Back Office, Financial Markets, Process Improvement, Customer Service, Team Leadership, Public Speaking, Training, Employee Training, Risk Management, Investment Advisory, Alternative Investments, Capital Markets, Investment Banking, Credit, Bonds, Loans, Fixed Income, Financial Risk, ETFs, Funding, Middle Office, Settlement, Equity Trading, Private Banking, Cash Management, Structured Products, Trading Systems, 401k, Asset, Foreign Exchange, Fixed Annuities, Operational Risk, Securities Lending, 529 Plans, Transfer Agency, IRAs, Fund Of Funds
Education
Nyack College 1991 — 1994
BS, Organizational Management
University of Scranton 1980 — 1983
Accounting
St John the Baptist DHS 1976 — 1980
JPMChase September 2010 - Present
Deutsche Bank May 2007 - June 2010
The Bank of New York May 1999 - May 2007
Bankers Trust Company April 1994 - May 1999
Education
Northeastern University 1988 — 1993
International Business and Management
Drum Associates 2010 - 2013
Core Staffing 2006 - 2009
The Bank of New York 2001 - 2005
Education
New York University
Bachelor of Arts (B.A.)
Active Operations Management North America Inc. May 2011 - Present
Morgan Stanley September 1987 - August 2010
Morgan Stanley Dean Witter January 1994 - January 2002
Mutual Funds Transfer Agency (MSDWTCFSB) January 1987 - January 1994
The Bank of New York May 1980 - July 1987
Bankers Trust Company January 1973 - January 1980
Education
American Institute of Banking 1980 — 1983
Commerical Banking
Pace University 1975 — 1979
Finance
New York Community College 1972 — 1975
Electrical Technology
Broadridge Corporate Issuer Solutions, Inc. June 2012 - Present
BNY Mellon January 2008 - June 2012
The Bank of New York September 1998 - December 2008
Registrar & Transfer Company September 1995 - September 1998
The Bank of New York December 1977 - September 1995
Skills
Hedge Funds, Equities, Securities, Fixed Income, Mutual Funds, Relationship Management, Corporate Actions, Financial Services, Capital Markets, Banking, Asset Management, Mergers & Acquisitions, Series 7, Portfolio Management, Series 63
Education
Pace University 1981 — 1985
Associates in Applied Sciences, Accounting and Business/Management
Pfizer Inc August 2004 - Present
Deloitte & Touche LLP September 2002 - July 2004
KPMG LLP June 2002 - September 2002
Arthur Andersen LLP September 1999 - June 2002
The Bank of New York April 1997 - August 1997
The Bank of New York July 1995 - April 1997
Saatchi & Saatchi/Klemtner Advertising Division July 1994 - July 1995
The Bank of New York October 1991 - July 1994
Education
Baruch College, The City University of New York 1997 — 1999
Master of Business Administration (MBA), Accounting
Pace University 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase & Co. April 2007 - Present
The Bank of New York August 1995 - March 2007
Kidder Peabody December 1985 - February 1995
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Pace University - Lubin School of Business 1987 — 1994