The Bank of New York
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
The Bank of New York List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bank of New York. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bank of New York Employees
Employee
Years
Job
Industry
Richard Valderrama, CISA, CRISC Richard Valderrama, CISA, CRISC's The Bank of New York Experience August 2002 - July 2005
Job Helping technology organizations effectively manage their risks and compliance obligations
Industry Information Technology and Services
Experience
LPL Financial September 2014 - Present
Feeding America San Diego May 2014 - August 2014
Morgan Stanley August 2005 - January 2014
The Bank of New York August 2002 - July 2005
Deloitte & Touche LLP September 2000 - July 2002
Deutsche Bank June 1999 - August 1999
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (B.S.), Management Science and Information Systems (MSIS)
LPL Financial September 2014 - Present
Feeding America San Diego May 2014 - August 2014
Morgan Stanley August 2005 - January 2014
The Bank of New York August 2002 - July 2005
Deloitte & Touche LLP September 2000 - July 2002
Deutsche Bank June 1999 - August 1999
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (B.S.), Management Science and Information Systems (MSIS)
Douglas Dandurand Douglas Dandurand's The Bank of New York Experience July 1998 - December 1999
Job Business Banking Team Leader First Vice President at First Niagara
Industry Banking
Experience
First Niagara Bank May 2012 - Present
HSBC January 2005 - May 2012
Citibank July 2001 - December 2005
The Bank of New York July 1998 - December 1999
Skills
Portfolio Management, Financial Risk, Strategic Financial..., Wealth Management, Investments, Asset Managment, Risk Management, Financial Analysis, Mutual Funds, Insurance, Equities
Education
Saint Bonaventure University 1990 — 1994
Bachelor of Science, Marketing
West Irondequoit High School 1986 — 1990
First Niagara Bank May 2012 - Present
HSBC January 2005 - May 2012
Citibank July 2001 - December 2005
The Bank of New York July 1998 - December 1999
Skills
Portfolio Management, Financial Risk, Strategic Financial..., Wealth Management, Investments, Asset Managment, Risk Management, Financial Analysis, Mutual Funds, Insurance, Equities
Education
Saint Bonaventure University 1990 — 1994
Bachelor of Science, Marketing
West Irondequoit High School 1986 — 1990
Sherlynn Liang, PMP Sherlynn Liang, PMP's The Bank of New York Experience January 2001 - December 2006
Job BNY Mellon,VP|Sr. Specialist Project Manager|Application Development|System Upgrade & Integration|Process Improvement|
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon January 2009 - November 2013
BNY Mellon January 2007 - January 2009
The Bank of New York January 2001 - December 2006
Small World Media, Inc February 2000 - December 2000
Education
Pace University-New York 2006 — 2009
Master of Science (M.S.), Software Engineering & Development
Rational University, New York 2000 — 2000
Object Oriented Analysis and Design
Chubb Professional Resources, New Jersey 1998 — 1999
Client/Server Program
State University of New York at Buffalo - Roswell Park Cancer Institute 1994 — 1997
Master of Arts (M.A.), Cellular and Molecular Biology
Sichuan University
BNY Mellon November 2013 - Present
BNY Mellon January 2009 - November 2013
BNY Mellon January 2007 - January 2009
The Bank of New York January 2001 - December 2006
Small World Media, Inc February 2000 - December 2000
Education
Pace University-New York 2006 — 2009
Master of Science (M.S.), Software Engineering & Development
Rational University, New York 2000 — 2000
Object Oriented Analysis and Design
Chubb Professional Resources, New Jersey 1998 — 1999
Client/Server Program
State University of New York at Buffalo - Roswell Park Cancer Institute 1994 — 1997
Master of Arts (M.A.), Cellular and Molecular Biology
Sichuan University
Tony D'Alessandri Tony D'Alessandri's The Bank of New York Experience 1985 - 1995
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon April 1982 - Present
The bank of new York 1985 - 1995
Skills
Fixed Income, Corporate Trust, Alternative Investments, Trading Systems, Trading, SDLC, Securities, Investments, Equities, Wealth Management, Portfolio Management, Banking, Cash Management, Financial Services, Derivatives, Bloomberg, AML, Electronic Trading, High Net Worth..., Risk Management, Asset Managment, Financial Risk, Operational Risk..., Asset Allocation, Commercial Banking, Investment Banking, Market Data, Capital Markets, Investment Strategies, Payments, Series 63, Hedge Funds, Treasury Management, OFAC, Relationship Management, Financial Markets, Financial Modeling, Mergers & Acquisitions, Mutual Funds, Business Continuity, Asset Management, Corporate Actions, FX Options, Valuation, Network Administration
Education
Christ the King High School 1969 — 1974
Queens College 1969 — 1974
Geology and Economics
BNY Mellon April 1982 - Present
The bank of new York 1985 - 1995
Skills
Fixed Income, Corporate Trust, Alternative Investments, Trading Systems, Trading, SDLC, Securities, Investments, Equities, Wealth Management, Portfolio Management, Banking, Cash Management, Financial Services, Derivatives, Bloomberg, AML, Electronic Trading, High Net Worth..., Risk Management, Asset Managment, Financial Risk, Operational Risk..., Asset Allocation, Commercial Banking, Investment Banking, Market Data, Capital Markets, Investment Strategies, Payments, Series 63, Hedge Funds, Treasury Management, OFAC, Relationship Management, Financial Markets, Financial Modeling, Mergers & Acquisitions, Mutual Funds, Business Continuity, Asset Management, Corporate Actions, FX Options, Valuation, Network Administration
Education
Christ the King High School 1969 — 1974
Queens College 1969 — 1974
Geology and Economics
Charlie Haas Charlie Haas's The Bank of New York Experience February 1998 - March 1999
Job Spine Specialist at NuVasive
Industry Hospital & Health Care
Experience
NuVasive March 2013 - Present
Office Depot February 2011 - March 2013
Nutrition Market April 2009 - January 2011
Custom Muscle Nutrition May 2008 - January 2011
World Wrestling Entertainment October 2000 - March 2010
Goldman Sachs April 1999 - January 2001
The Bank of New York February 1998 - March 1999
Bankers Trust November 1996 - February 1998
William T Cruise May 1995 - August 1996
LA Transport May 1994 - August 1994
Skills
B2B, New Business Development, Marketing, Marketing Strategy, Management, Business, Market Planning, Cold Calling, Account Management, Sales, Sales Management, Customer Retention, Sales Operations, Solution Selling, Sales Process, Trade Shows, Online Marketing, Sales Presentations, Retail, Social Networking, CRM, Business Development, Advertising, Direct Sales, Salesforce.com, Social Media Marketing, Strategic Partnerships, SEO, Merchandising, Leadership, Selling, Pricing, Key Account Management, Online Advertising, Training, Networking, Time Management, Market Research, Team Building, Lead Generation, Building Relationships, Competitive Analysis, Contract Negotiation, Customer Satisfaction, Customer Service, Direct Marketing, Email Marketing, Entrepreneurship, Forecasting, Key Account Development
Education
Seton Hall University 1991 — 1996
Bachelor of Science, Economics
Edmond High School 1987 — 1991
General, General
NuVasive March 2013 - Present
Office Depot February 2011 - March 2013
Nutrition Market April 2009 - January 2011
Custom Muscle Nutrition May 2008 - January 2011
World Wrestling Entertainment October 2000 - March 2010
Goldman Sachs April 1999 - January 2001
The Bank of New York February 1998 - March 1999
Bankers Trust November 1996 - February 1998
William T Cruise May 1995 - August 1996
LA Transport May 1994 - August 1994
Skills
B2B, New Business Development, Marketing, Marketing Strategy, Management, Business, Market Planning, Cold Calling, Account Management, Sales, Sales Management, Customer Retention, Sales Operations, Solution Selling, Sales Process, Trade Shows, Online Marketing, Sales Presentations, Retail, Social Networking, CRM, Business Development, Advertising, Direct Sales, Salesforce.com, Social Media Marketing, Strategic Partnerships, SEO, Merchandising, Leadership, Selling, Pricing, Key Account Management, Online Advertising, Training, Networking, Time Management, Market Research, Team Building, Lead Generation, Building Relationships, Competitive Analysis, Contract Negotiation, Customer Satisfaction, Customer Service, Direct Marketing, Email Marketing, Entrepreneurship, Forecasting, Key Account Development
Education
Seton Hall University 1991 — 1996
Bachelor of Science, Economics
Edmond High School 1987 — 1991
General, General
Meryl Margulies Hirsch Meryl Margulies Hirsch's The Bank of New York Experience January 1987 - November 1998
Job Yoga Teacher at self
Industry Sports
Experience
self December 2008 - Present
Iriniri, Nyack, NY September 2013 - May 2015
The Bank of New York January 1987 - November 1998
Skills
Global Custody, Fitness, Wellness, Personal Training, Event Planning, Nutrition, Public Relations, Teaching, Social Media
Education
Queens College
B.A., Communications Arts & Sciences
self December 2008 - Present
Iriniri, Nyack, NY September 2013 - May 2015
The Bank of New York January 1987 - November 1998
Skills
Global Custody, Fitness, Wellness, Personal Training, Event Planning, Nutrition, Public Relations, Teaching, Social Media
Education
Queens College
B.A., Communications Arts & Sciences
Natalie Clark Natalie Clark's The Bank of New York Experience 1995 - 1996
Job Director, FLY Health
Industry Marketing and Advertising
Experience
Fly Communications October 2013 - Present
Pubs Arena April 2014 - Present
On The Go Brands 2012 - 2013
BioRay February 2010 - 2012
Piehead Productions 2009 - 2011
The O Group January 2008 - March 2009
Public New York January 1997 - February 2007
The Chase Manhattan Bank 1996 - 1997
The Bank of New York 1995 - 1996
JPMorgan Chase 1994 - 1995
Skills
Real Estate, Fine Art, Social Media Marketing, Furniture, Advertising, Digital Marketing, SEO, Marketing, Marketing Strategy, Public Relations, Graphic Design, Sales, User Experience, New Business Development, Mobile Devices, Copywriting, Brand Development, Digital Media, Creative Direction, Digital Strategy, Integrated Marketing, Email Marketing, Online Marketing, Social Media, Business Strategy, Strategy, Management, Online Advertising, Marketing Communications, Social Networking
Education
Royal Holloway, University of London 1989 — 1993
Undergrad, English Lit
Ipswich High School
Fly Communications October 2013 - Present
Pubs Arena April 2014 - Present
On The Go Brands 2012 - 2013
BioRay February 2010 - 2012
Piehead Productions 2009 - 2011
The O Group January 2008 - March 2009
Public New York January 1997 - February 2007
The Chase Manhattan Bank 1996 - 1997
The Bank of New York 1995 - 1996
JPMorgan Chase 1994 - 1995
Skills
Real Estate, Fine Art, Social Media Marketing, Furniture, Advertising, Digital Marketing, SEO, Marketing, Marketing Strategy, Public Relations, Graphic Design, Sales, User Experience, New Business Development, Mobile Devices, Copywriting, Brand Development, Digital Media, Creative Direction, Digital Strategy, Integrated Marketing, Email Marketing, Online Marketing, Social Media, Business Strategy, Strategy, Management, Online Advertising, Marketing Communications, Social Networking
Education
Royal Holloway, University of London 1989 — 1993
Undergrad, English Lit
Ipswich High School
Sakis Asteriadis Sakis Asteriadis's The Bank of New York Experience 2000 - 2004
Job Managing Director, Infrastructure Finance Group of Headwaters MB Managing Partner, SunGen Capital Management
Industry Financial Services
Experience
Headwaters MB (Infrastructure Finance Group) January 2014 - Present
SunGen Capital Management, LLC 2011 - Present
Carbon Solutions America 2010 - 2011
Phoenix Partners Group 2008 - 2010
APX, Inc 2004 - 2008
The Bank of New York 2000 - 2004
Scient Corp 1999 - November 2000
Alstom Grid (ESCA Corp) 1985 - 1999
Skills
Renewable Energy, Energy, Project Finance, Energy Trading, Electricity Markets, Renewable Energy Credits, Executive Management, Derivatives, Investment Management, Carbon Finance, Software Development, Technology Management, Asset Managment, Commodity
Education
Purdue University
M.Sc.E, Engineering
Headwaters MB (Infrastructure Finance Group) January 2014 - Present
SunGen Capital Management, LLC 2011 - Present
Carbon Solutions America 2010 - 2011
Phoenix Partners Group 2008 - 2010
APX, Inc 2004 - 2008
The Bank of New York 2000 - 2004
Scient Corp 1999 - November 2000
Alstom Grid (ESCA Corp) 1985 - 1999
Skills
Renewable Energy, Energy, Project Finance, Energy Trading, Electricity Markets, Renewable Energy Credits, Executive Management, Derivatives, Investment Management, Carbon Finance, Software Development, Technology Management, Asset Managment, Commodity
Education
Purdue University
M.Sc.E, Engineering
Blenda Emptage-Smith Blenda Emptage-Smith's The Bank of New York Experience April 1986 - May 1992
Job Program supervisor at Institute fo community living,Inc
Industry Mental Health Care
Experience
Institute fo community living,Inc September 2010 - Present
St. Vincent's Catholic Medical Centers October 1992 - May 2010
The Bank of New York April 1986 - May 1992
Skills
Psychology, Motivational..., Anger Management, Community Outreach
Education
St. Francis College 1995 — 2002
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Panama School 1976 — 1980
High School Diploma, Accounting
Institute fo community living,Inc September 2010 - Present
St. Vincent's Catholic Medical Centers October 1992 - May 2010
The Bank of New York April 1986 - May 1992
Skills
Psychology, Motivational..., Anger Management, Community Outreach
Education
St. Francis College 1995 — 2002
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Panama School 1976 — 1980
High School Diploma, Accounting
Jeffrey Newman, CFA Jeffrey Newman, CFA's The Bank of New York Experience 1987 - 1994
Job Portfolio and Global Investment Management
Industry Capital Markets
Experience
Level II Capital Management, LLC 2002 - 2014
Mellon Financial 1999 - 2002
Morgan Stanley 1997 - 2000
Wells Fargo 1994 - 1997
The Bank of New York 1987 - 1994
Skills
Portfolio Management, Hedge Funds, Prime Brokerage, Asset Management, Banking, Equities, Investments, Trading, Risk Management, Investment Management, Fixed Income, Asset Managment, Securities Lending, Capital Markets, Financial Markets, Finance, Derivatives, Investment Banking, Hedging, Alternative Investments, Bonds, Private Equity, ETFs, Electronic Trading, Investment Strategies, Valuation, Wealth Management, Relationship Management, Equity Trading, Options, Emerging Markets, Financial Modeling, Financial Risk, Structured Finance, Equity Research, Financial Services, Investor Relations, Mergers & Acquisitions, Corporate Finance, Investment Advisory, FX Options, Structured Products, Equity Derivatives, Venture Capital, Trading Systems, Funding, Asset Allocation, Swaps, Corporate Actions, Mutual Funds
Education
University of Southern California (USC Trojans) 1972 — 1976
B.S.
San Francisco State University
Master of Business Administration (MBA)
Level II Capital Management, LLC 2002 - 2014
Mellon Financial 1999 - 2002
Morgan Stanley 1997 - 2000
Wells Fargo 1994 - 1997
The Bank of New York 1987 - 1994
Skills
Portfolio Management, Hedge Funds, Prime Brokerage, Asset Management, Banking, Equities, Investments, Trading, Risk Management, Investment Management, Fixed Income, Asset Managment, Securities Lending, Capital Markets, Financial Markets, Finance, Derivatives, Investment Banking, Hedging, Alternative Investments, Bonds, Private Equity, ETFs, Electronic Trading, Investment Strategies, Valuation, Wealth Management, Relationship Management, Equity Trading, Options, Emerging Markets, Financial Modeling, Financial Risk, Structured Finance, Equity Research, Financial Services, Investor Relations, Mergers & Acquisitions, Corporate Finance, Investment Advisory, FX Options, Structured Products, Equity Derivatives, Venture Capital, Trading Systems, Funding, Asset Allocation, Swaps, Corporate Actions, Mutual Funds
Education
University of Southern California (USC Trojans) 1972 — 1976
B.S.
San Francisco State University
Master of Business Administration (MBA)
Stephanie Kelly's The Bank of New York Experience 1987 - 1994
Job Vice President Human Resources at Healthfirst
Industry Human Resources
Experience
Healthfirst March 2014 - Present
Yodle July 2013 - November 2013
apt talent partners, inc. November 2007 - April 2013
Cognizant Technology Solutions September 2004 - November 2007
Family Business September 2002 - 2004
Accenture September 1995 - August 2002
Coldwell Banker Relocation Services April 1994 - October 1995
The Bank of New York 1987 - 1994
Skills
Human Resources, Change Management, Business Transformation, M&A experience, HR Process & Operations, Strategic Planning, Leadership Development, Talent Management, Compensation, Human Performance, Organizational Design, Organizational..., Executive Development, Executive Coaching, Succession Planning, Performance Management, Rightsizing, P&L Budget Management, Cost Reduction..., HR System & Process..., HR Software, HRIS, HR Policies, Engagement, Mergers, Globalization, Global Recruiting, Corporate Recruiting, Technical Recruiting, Recruiting, Strategy, Organizational..., Leadership, Program Management, Deferred Compensation, Mergers & Acquisitions, Personnel Management, Start-ups, P&L Management, Workforce Planning, Outsourcing, Employee Engagement, Talent Acquisition, HR Transformation, Human Capital, Employee Relations
Education
Skidmore College 1980 — 1984
Bachelor of Arts (B.A.), Psychology and Sociology
Healthfirst March 2014 - Present
Yodle July 2013 - November 2013
apt talent partners, inc. November 2007 - April 2013
Cognizant Technology Solutions September 2004 - November 2007
Family Business September 2002 - 2004
Accenture September 1995 - August 2002
Coldwell Banker Relocation Services April 1994 - October 1995
The Bank of New York 1987 - 1994
Skills
Human Resources, Change Management, Business Transformation, M&A experience, HR Process & Operations, Strategic Planning, Leadership Development, Talent Management, Compensation, Human Performance, Organizational Design, Organizational..., Executive Development, Executive Coaching, Succession Planning, Performance Management, Rightsizing, P&L Budget Management, Cost Reduction..., HR System & Process..., HR Software, HRIS, HR Policies, Engagement, Mergers, Globalization, Global Recruiting, Corporate Recruiting, Technical Recruiting, Recruiting, Strategy, Organizational..., Leadership, Program Management, Deferred Compensation, Mergers & Acquisitions, Personnel Management, Start-ups, P&L Management, Workforce Planning, Outsourcing, Employee Engagement, Talent Acquisition, HR Transformation, Human Capital, Employee Relations
Education
Skidmore College 1980 — 1984
Bachelor of Arts (B.A.), Psychology and Sociology
Eric Mitzel's The Bank of New York Experience October 2006 - February 2011
Job Regional Business Manager at Zions Bank
Industry Financial Services
Experience
Zions Bank September 2014 - Present
Pittsburgh Society of Investment Professionals January 2014 - Present
BNY Mellon March 2012 - September 2014
The Bank of New York Mellon February 2011 - March 2012
The Bank of New York October 2006 - February 2011
PNC Bank March 2005 - October 2006
YWCA October 2004 - March 2005
Legal Management Services August 2001 - August 2004
Skills
Finance, Portfolio Management, Management, Investments, Banking, Asset Management, Structured Finance, Business Development, Bond Markets, Accounting, Bonds, Fixed Income, Financial Services
Education
University of Pittsburgh 1997 — 2001
Bachelor's degree
Robert Morris University 2004 — 2005
Engineering
Zions Bank September 2014 - Present
Pittsburgh Society of Investment Professionals January 2014 - Present
BNY Mellon March 2012 - September 2014
The Bank of New York Mellon February 2011 - March 2012
The Bank of New York October 2006 - February 2011
PNC Bank March 2005 - October 2006
YWCA October 2004 - March 2005
Legal Management Services August 2001 - August 2004
Skills
Finance, Portfolio Management, Management, Investments, Banking, Asset Management, Structured Finance, Business Development, Bond Markets, Accounting, Bonds, Fixed Income, Financial Services
Education
University of Pittsburgh 1997 — 2001
Bachelor's degree
Robert Morris University 2004 — 2005
Engineering
STEVEN ECKNA's The Bank of New York Experience October 1992 - March 1998
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
The Paul R. Eckna Memorial Foundation February 2002 - Present
Cantor Fitzgerald June 2011 - March 2013
Macquarie Group March 2009 - June 2011
Jefferies LLC April 2005 - January 2009
Credit Suisse April 1998 - June 2005
DLJ 1999 - 2000
The Bank of New York October 1992 - March 1998
Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities
Education
Rollins College 1986 — 1990
Garden City High School 1982 — 1986
Merrill Lynch May 2014 - Present
The Paul R. Eckna Memorial Foundation February 2002 - Present
Cantor Fitzgerald June 2011 - March 2013
Macquarie Group March 2009 - June 2011
Jefferies LLC April 2005 - January 2009
Credit Suisse April 1998 - June 2005
DLJ 1999 - 2000
The Bank of New York October 1992 - March 1998
Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities
Education
Rollins College 1986 — 1990
Garden City High School 1982 — 1986
Mark Familo Mark Familo's The Bank of New York Experience November 1995 - July 2000
Job Managing Director Loan Sales and Trading at GE Capital
Industry Capital Markets
Experience
GE Capital September 2007 - Present
Scotia Capital July 2000 - September 2007
The Bank of New York November 1995 - July 2000
Prudential Capital Group September 1993 - September 1995
Skills
Leveraged Finance, Credit Analysis, Trading, Loans, Series 7, Loan Sales, Capital Markets, Asset Management, Banking, Commercial Banking, Finance, Hedge Funds, Investments, Relationship Management, Portfolio Management, Fixed Income
Education
Seton Hall University 1989 — 1992
MBA, Finance
University of Scranton 1984 — 1987
Bachelor's Degree, Accounting
GE Capital September 2007 - Present
Scotia Capital July 2000 - September 2007
The Bank of New York November 1995 - July 2000
Prudential Capital Group September 1993 - September 1995
Skills
Leveraged Finance, Credit Analysis, Trading, Loans, Series 7, Loan Sales, Capital Markets, Asset Management, Banking, Commercial Banking, Finance, Hedge Funds, Investments, Relationship Management, Portfolio Management, Fixed Income
Education
Seton Hall University 1989 — 1992
MBA, Finance
University of Scranton 1984 — 1987
Bachelor's Degree, Accounting
William Koleba William Koleba's The Bank of New York Experience 1989 - 1992
Job Banking Executive with Program and Product Management Background in Global Markets and International Banking
Industry Financial Services
Experience
CLS Group. September 2012 - Present
BNY Mellon 2011 - 2012
BNY Mellon 1993 - 2011
The Bank of New York 1989 - 1992
The Bank of New York 1983 - 1988
The Bank of New York September 1971 - 1983
Skills
Project Planning, Operations Management, Foreign Exchange..., Global Marketing, Operational Risk..., Management, Outsourcing, Program Management, PMO, Banking, Payments, FX Options, Analysis, Settlement, SWIFT payments, Back Office, Risk Management, Foreign Exchange, Trading Systems, Fixed Income, Finance, Financial Services, Securities, Middle Office, Derivatives, Operational Risk, Capital Markets, Financial Markets, Treasury Management, Hedge Funds, Financial Risk, Global Custody, Bloomberg, Equities, AML, Structured Products, Corporate Actions, Market Risk, Financial Institutions, Credit Derivatives, Collateral Management, Interest Rate..., Anti Money Laundering, SWIFT Payments
Education
Pace University-New York 1971 — 1974
CLS Group. September 2012 - Present
BNY Mellon 2011 - 2012
BNY Mellon 1993 - 2011
The Bank of New York 1989 - 1992
The Bank of New York 1983 - 1988
The Bank of New York September 1971 - 1983
Skills
Project Planning, Operations Management, Foreign Exchange..., Global Marketing, Operational Risk..., Management, Outsourcing, Program Management, PMO, Banking, Payments, FX Options, Analysis, Settlement, SWIFT payments, Back Office, Risk Management, Foreign Exchange, Trading Systems, Fixed Income, Finance, Financial Services, Securities, Middle Office, Derivatives, Operational Risk, Capital Markets, Financial Markets, Treasury Management, Hedge Funds, Financial Risk, Global Custody, Bloomberg, Equities, AML, Structured Products, Corporate Actions, Market Risk, Financial Institutions, Credit Derivatives, Collateral Management, Interest Rate..., Anti Money Laundering, SWIFT Payments
Education
Pace University-New York 1971 — 1974
Poupak Yazdanpanah Poupak Yazdanpanah's The Bank of New York Experience October 1998 - October 2000
Job ATM Coordinator at Sterling National Bank (formerly Provident Bank)
Industry Banking
Experience
Sterling National Bank (formerly Provident Bank New York) October 2004 - Present
Provident Bank New York October 2000 - October 2001
The Bank of New York October 1998 - October 2000
Skills
Technical Support, Information Systems..., Risk Evaluation, Finance Database..., IT Security, IT Strategy, Digital Forensics, Systems Analysis, Risk Management, Disaster Recovery, Banking, SQL, CSS, ITIL, Team Leadership, AML, Financial Reporting, MS Office Suite, Customer Service, Windows 9X/2000/XP,..., Visual Basic, HTML,..., Networks and...
Education
Boston University- Graduate School of Technology 2011 — 2014
Master of Science, Computer Information Systems, with concentration in Security
Ramapo College of New Jersey 2000 — 2008
Bachelor of Science (B.S.), Information Systems Technology
Rockland Community College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer Support Services
Sterling National Bank (formerly Provident Bank New York) October 2004 - Present
Provident Bank New York October 2000 - October 2001
The Bank of New York October 1998 - October 2000
Skills
Technical Support, Information Systems..., Risk Evaluation, Finance Database..., IT Security, IT Strategy, Digital Forensics, Systems Analysis, Risk Management, Disaster Recovery, Banking, SQL, CSS, ITIL, Team Leadership, AML, Financial Reporting, MS Office Suite, Customer Service, Windows 9X/2000/XP,..., Visual Basic, HTML,..., Networks and...
Education
Boston University- Graduate School of Technology 2011 — 2014
Master of Science, Computer Information Systems, with concentration in Security
Ramapo College of New Jersey 2000 — 2008
Bachelor of Science (B.S.), Information Systems Technology
Rockland Community College 1997 — 2000
Associate of Arts and Sciences (AAS), Computer Support Services
Danielle (Ambrosio) Chueka Danielle (Ambrosio) Chueka's The Bank of New York Experience September 1999 - February 2001
Job Associate Director & Manager, FX Settlements and OTC Energy Operations, Newedge USA LLC
Industry Financial Services
Experience
Newedge USA LLC November 2005 - Present
Bridgewater Associates February 2005 - November 2005
Societe Generale February 2001 - February 2005
The Bank of New York September 1999 - February 2001
AIG International, Inc April 1997 - May 1999
Skills
Trading, Banking, Settlement, FX Options, Options, OTC, G/L Reconciliations, FX Spot, FX Swaps, OTC Energy Swaps, Bank Reconciliation, Nostro Reconciliation, GMI, Kondor+, Reporting & Analysis, Swaps, Portfolio Management, Finance, Hedge Funds, Back Office, Derivatives, Financial Markets, Investment Banking
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Communications
Newedge USA LLC November 2005 - Present
Bridgewater Associates February 2005 - November 2005
Societe Generale February 2001 - February 2005
The Bank of New York September 1999 - February 2001
AIG International, Inc April 1997 - May 1999
Skills
Trading, Banking, Settlement, FX Options, Options, OTC, G/L Reconciliations, FX Spot, FX Swaps, OTC Energy Swaps, Bank Reconciliation, Nostro Reconciliation, GMI, Kondor+, Reporting & Analysis, Swaps, Portfolio Management, Finance, Hedge Funds, Back Office, Derivatives, Financial Markets, Investment Banking
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Communications
Sean Tuttle Sean Tuttle's The Bank of New York Experience June 2009 - June 2011
Job Finance Consultant at Humana
Industry Accounting
Experience
Humana January 2015 - Present
BNY Mellon January 2013 - January 2015
BNY Mellon May 2011 - December 2012
The Bank of New York June 2009 - June 2011
Skills
Financial Analysis, Accounting, Finance, Analysis, Financial Statements, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Internal Audit, Budgets, Account Reconciliation, GAAP, Data Analysis, Process Improvement, Forecasting, Accounts Payable, Corporate Finance, Journal Entries, Securities, Relationship Building, Persuasion, Collaborative Problem..., Consulting, Persistence, Articulation, Change Management, Organizational Change..., Organizational Design, Process Optimization
Education
Saint Vincent College 2005 — 2009
Bachelor of Science, Finance
Carlow University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Humana January 2015 - Present
BNY Mellon January 2013 - January 2015
BNY Mellon May 2011 - December 2012
The Bank of New York June 2009 - June 2011
Skills
Financial Analysis, Accounting, Finance, Analysis, Financial Statements, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Internal Audit, Budgets, Account Reconciliation, GAAP, Data Analysis, Process Improvement, Forecasting, Accounts Payable, Corporate Finance, Journal Entries, Securities, Relationship Building, Persuasion, Collaborative Problem..., Consulting, Persistence, Articulation, Change Management, Organizational Change..., Organizational Design, Process Optimization
Education
Saint Vincent College 2005 — 2009
Bachelor of Science, Finance
Carlow University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Neil Silberg Neil Silberg's The Bank of New York Experience 1987 - 1992
Job Senior Vice President Citigroup, Treasury Liquidity Management
Industry Banking
Experience
Citigroup January 2011 - Present
Citigroup January 2004 - January 2011
JPMorgan Chase 1992 - 2004
The Bank of New York 1987 - 1992
Skills
Derivatives, Treasury, Business Analysis, Investment Banking, Project Management, Liquidity Management, Financial Risk, Fixed Income, Capital Markets, Team Player, Equities, Risk Management, Cash Management, Strong Interpersonal..., Basel II, Basel III, FSA Reporting, Liquidity Risk, Liquidity, Regulatory Reporting, Fixed Income Products, CRD4, Banking, ALM, Treasury Management, Interest Rate..., Trading, Credit Risk, Financial Analysis, Financial Statements, Teamwork, Credit, Credit Derivatives, FX Options, Financial Markets, Trading Systems, Financial Modeling, Financial Services, Market Risk, Operational Risk, Portfolio Management, Bonds, Bloomberg
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Union College
BS, Computer Science
Citigroup January 2011 - Present
Citigroup January 2004 - January 2011
JPMorgan Chase 1992 - 2004
The Bank of New York 1987 - 1992
Skills
Derivatives, Treasury, Business Analysis, Investment Banking, Project Management, Liquidity Management, Financial Risk, Fixed Income, Capital Markets, Team Player, Equities, Risk Management, Cash Management, Strong Interpersonal..., Basel II, Basel III, FSA Reporting, Liquidity Risk, Liquidity, Regulatory Reporting, Fixed Income Products, CRD4, Banking, ALM, Treasury Management, Interest Rate..., Trading, Credit Risk, Financial Analysis, Financial Statements, Teamwork, Credit, Credit Derivatives, FX Options, Financial Markets, Trading Systems, Financial Modeling, Financial Services, Market Risk, Operational Risk, Portfolio Management, Bonds, Bloomberg
Education
Pace University - Lubin School of Business
MBA, Corporate Finance
Union College
BS, Computer Science
Chad Sterrett, MS's The Bank of New York Experience 1987 - October 2006
Job Learning & Development Consultant
Industry Financial Services
Experience
Sterling National Bank August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Business People Between Jobs December 2009 - June 2010
The Bank of New York Mellon November 2007 - October 2009
SetClear Pte Ltd., Singapore 2007 - 2007
The Bank of New York 1987 - October 2006
Skills
Organizational..., Supervisory Skills, Customer Service, Coaching, Team Building, Leadership Development, Performance Management, Training, Management, Leadership, Sales, Employee Training, Employee Relations, Banking, Process Improvement, Interviews, Program Management, Change Management
Education
The New School 1990 — 1993
Master of Science
Principia College
Bachelor of Arts
Punahou School
High School
Sterling National Bank August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Business People Between Jobs December 2009 - June 2010
The Bank of New York Mellon November 2007 - October 2009
SetClear Pte Ltd., Singapore 2007 - 2007
The Bank of New York 1987 - October 2006
Skills
Organizational..., Supervisory Skills, Customer Service, Coaching, Team Building, Leadership Development, Performance Management, Training, Management, Leadership, Sales, Employee Training, Employee Relations, Banking, Process Improvement, Interviews, Program Management, Change Management
Education
The New School 1990 — 1993
Master of Science
Principia College
Bachelor of Arts
Punahou School
High School
Robert E. Krol Robert E. Krol's The Bank of New York Experience 1998 - 2005
Job Substitute Teacher at Middletown Township Public Schools
Industry Financial Services
Experience
Middletown Township Public Schools February 2014 - Present
Computershare March 2013 - June 2013
COMPUTERSHARE SHAREOWNER SERVICES formerly THE BANK OF NY/MELLON June 2011 - June 2013
PROXY SERVICES CONSULTANT June 2008 - November 2011
Mediant Communications, LLC August 2005 - February 2008
The Bank of New York 1998 - 2005
Education
Saint Peter's University 1969 — 1975
B.S, Business & Economics
University of Iowa 1968 — 1969
Accounting
Middletown Township Public Schools February 2014 - Present
Computershare March 2013 - June 2013
COMPUTERSHARE SHAREOWNER SERVICES formerly THE BANK OF NY/MELLON June 2011 - June 2013
PROXY SERVICES CONSULTANT June 2008 - November 2011
Mediant Communications, LLC August 2005 - February 2008
The Bank of New York 1998 - 2005
Education
Saint Peter's University 1969 — 1975
B.S, Business & Economics
University of Iowa 1968 — 1969
Accounting
Robert Bolton Robert Bolton's The Bank of New York Experience 1993 - 1997
Job Board Member at Naugatuck Valley Bank (NVSL)
Industry Investment Management
Experience
Naugatuck Valley Bank (NVSL) November 2014 - Present
HopFed Bancorp (HFBC) May 2013 - Present
Iron Bay Capital January 2011 - Present
Mendon Capital Advisors 2002 - November 2010
Pershing 1997 - 2002
The Bank of New York 1993 - 1997
Skills
Portfolio Management, Series 7, Hedge Funds, Trading, Financial Analysis, Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Equity Trading, Finance, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investments, Investment Strategies, Investor Relations, Mutual Funds, Options, Proprietary Trading, Private Equity, Risk Management, Series 63, Securities, Strategic Financial..., Trading Systems, Valuation, Venture Capital
Education
Saint Bonaventure University 1989 — 1992
BA, Philosophy
University of Rochester - Simon Business School
Attended
Naugatuck Valley Bank (NVSL) November 2014 - Present
HopFed Bancorp (HFBC) May 2013 - Present
Iron Bay Capital January 2011 - Present
Mendon Capital Advisors 2002 - November 2010
Pershing 1997 - 2002
The Bank of New York 1993 - 1997
Skills
Portfolio Management, Series 7, Hedge Funds, Trading, Financial Analysis, Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets, Due Diligence, Equities, Equity Derivatives, Equity Research, Equity Trading, Finance, Financial Markets, Financial Modeling, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investments, Investment Strategies, Investor Relations, Mutual Funds, Options, Proprietary Trading, Private Equity, Risk Management, Series 63, Securities, Strategic Financial..., Trading Systems, Valuation, Venture Capital
Education
Saint Bonaventure University 1989 — 1992
BA, Philosophy
University of Rochester - Simon Business School
Attended
Mary W Montague Mary W Montague's The Bank of New York Experience 1990 - 1999
Job Special Assets Consultant at Montague Consulting
Industry Banking
Experience
Montague Consulting February 2013 - Present
Provident Bank January 2010 - February 2013
Sterling National Bank 2008 - 2009
Sovereign Bank 2007 - 2008
GRP Financial Services 2006 - 2007
SN Servicing Corp (SNSC) Security National 2002 - 2005
Key Bank/Champion Mortgage 2000 - 2002
Superior Bank 1999 - 2000
The Bank of New York 1990 - 1999
Skills
Loss Mitigation, Due Diligence, Investments, Commercial Real Estate, Finance, Bankruptcy, Construction Loans, Short Sales, Asset, CMBS, Mortgage Lending, Real Estate Transactions, Loan Modifications, Residential Mortgages, Funding, Commercial Mortgages, Commercial Lending, Small Business Lending, Real Estate Financing, Loan Servicing, Portfolio Management, Sales, Investment Properties, Cash Management, Banking, Small Business, Underwriting, Credit Analysis, Mortgage Banking, Asset Management, Real Estate, Financial Services, Credit Risk, Foreclosures, Negotiation, Structured Finance, Consumer Lending, Real Estate Economics, Cash Flow, Financial Structuring, Mergers & Acquisitions, REO, Commercial Banking, Restructuring, Residential Homes, Sellers, Asset Based Lending, Real Estate Development, Financial Risk, Loan Origination
Education
Horizon Institute of Paralegal Studies 1980 — 2009
Certification, Paralegal
Rutgers University-New Brunswick
(Credits), Arts and Sciences
Montague Consulting February 2013 - Present
Provident Bank January 2010 - February 2013
Sterling National Bank 2008 - 2009
Sovereign Bank 2007 - 2008
GRP Financial Services 2006 - 2007
SN Servicing Corp (SNSC) Security National 2002 - 2005
Key Bank/Champion Mortgage 2000 - 2002
Superior Bank 1999 - 2000
The Bank of New York 1990 - 1999
Skills
Loss Mitigation, Due Diligence, Investments, Commercial Real Estate, Finance, Bankruptcy, Construction Loans, Short Sales, Asset, CMBS, Mortgage Lending, Real Estate Transactions, Loan Modifications, Residential Mortgages, Funding, Commercial Mortgages, Commercial Lending, Small Business Lending, Real Estate Financing, Loan Servicing, Portfolio Management, Sales, Investment Properties, Cash Management, Banking, Small Business, Underwriting, Credit Analysis, Mortgage Banking, Asset Management, Real Estate, Financial Services, Credit Risk, Foreclosures, Negotiation, Structured Finance, Consumer Lending, Real Estate Economics, Cash Flow, Financial Structuring, Mergers & Acquisitions, REO, Commercial Banking, Restructuring, Residential Homes, Sellers, Asset Based Lending, Real Estate Development, Financial Risk, Loan Origination
Education
Horizon Institute of Paralegal Studies 1980 — 2009
Certification, Paralegal
Rutgers University-New Brunswick
(Credits), Arts and Sciences
Leroy E. Quilter, Jr. Leroy E. Quilter, Jr.'s The Bank of New York Experience 2000 - 2004
Job Business Banking Relationship Manager at Suffolk County National Bank
Industry Banking
Experience
Suffolk County National Bank April 2014 - Present
Bank of America October 2011 - April 2014
Citibank May 2010 - May 2012
Chase Bank November 2007 - February 2010
HSBC Bank 2006 - 2007
The Bank of New York 2000 - 2004
Skills
Banking, Portfolio Management, Credit, Loans, Finance, Commercial Banking, Business Development, Commercial Lending, Sales, Marketing Strategy, Branch Banking, Small Business Lending, Credit Analysis, Retail Banking, Relationship Management, Cross Selling, Lines Of Credit, Cash Management, Loan Origination, Treasury Management, Credit Cards, Risk Management, Commercial Mortgages, Business Relationship..., Merchant Services, Investments, Financial Services
Education
City University of New York-Queens College 2010 — 2012
Bachelor, International Business/Finance/Economics
Belmopan Comprehensive School
Queensborough Community College
Associate of Science, Business Administration
Suffolk County National Bank April 2014 - Present
Bank of America October 2011 - April 2014
Citibank May 2010 - May 2012
Chase Bank November 2007 - February 2010
HSBC Bank 2006 - 2007
The Bank of New York 2000 - 2004
Skills
Banking, Portfolio Management, Credit, Loans, Finance, Commercial Banking, Business Development, Commercial Lending, Sales, Marketing Strategy, Branch Banking, Small Business Lending, Credit Analysis, Retail Banking, Relationship Management, Cross Selling, Lines Of Credit, Cash Management, Loan Origination, Treasury Management, Credit Cards, Risk Management, Commercial Mortgages, Business Relationship..., Merchant Services, Investments, Financial Services
Education
City University of New York-Queens College 2010 — 2012
Bachelor, International Business/Finance/Economics
Belmopan Comprehensive School
Queensborough Community College
Associate of Science, Business Administration
Richard J. Grossi Richard J. Grossi's The Bank of New York Experience June 2001 - October 2004
Job Vice President and Senior Counsel TD Bank, N.A.
Industry Banking
Experience
TD BANK, N.A. August 2011 - Present
Unity Bank July 2009 - August 2011
Banco Popular North America October 2004 - April 2009
The Bank of New York June 2001 - October 2004
Summit Bank/United Jersey Bank 1990 - 2001
Skills
Risk Management, Banking Law, AML, Banking, Capital Markets, Loans, Financial Services, Mortgage Lending, Credit, Legal Compliance, Commercial Lending, Employment Law, Corporate Governance, Mergers & Acquisitions, Litigation, Financial Analysis, Contract Negotiation, Legal Research, Commercial Banking, Corporate Law, Commercial Litigation, Finance, Bank Secrecy Act, Management, Securities, Bankruptcy, Mediation, Mergers, Real Estate, Securities Regulation, Civil Litigation, Retail Banking, Investments, Compliance, Legal Assistance, KYC, Fraud, Financial Risk, Consumer Lending, OFAC, Legal Writing, USA PATRIOT Act, Due Diligence, Insurance
Education
Catholic University of America 1984 — 1987
Juris Doctor, Law
Seton Hall University 1980 — 1984
BA, Magna Cum Laude, Political Science
TD BANK, N.A. August 2011 - Present
Unity Bank July 2009 - August 2011
Banco Popular North America October 2004 - April 2009
The Bank of New York June 2001 - October 2004
Summit Bank/United Jersey Bank 1990 - 2001
Skills
Risk Management, Banking Law, AML, Banking, Capital Markets, Loans, Financial Services, Mortgage Lending, Credit, Legal Compliance, Commercial Lending, Employment Law, Corporate Governance, Mergers & Acquisitions, Litigation, Financial Analysis, Contract Negotiation, Legal Research, Commercial Banking, Corporate Law, Commercial Litigation, Finance, Bank Secrecy Act, Management, Securities, Bankruptcy, Mediation, Mergers, Real Estate, Securities Regulation, Civil Litigation, Retail Banking, Investments, Compliance, Legal Assistance, KYC, Fraud, Financial Risk, Consumer Lending, OFAC, Legal Writing, USA PATRIOT Act, Due Diligence, Insurance
Education
Catholic University of America 1984 — 1987
Juris Doctor, Law
Seton Hall University 1980 — 1984
BA, Magna Cum Laude, Political Science
Robert Cushing, CAMS Robert Cushing, CAMS's The Bank of New York Experience November 2001 - August 2004
Job Executive Director Financial Crimes Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
HSBC August 2011 - November 2014
Rabobank September 2008 - August 2011
Sumitomo Mitsui Banking Corporation January 2007 - September 2008
ABN AMRO August 2004 - December 2006
The Bank of New York November 2001 - August 2004
American Express May 1977 - October 2001
Skills
Investment Banking, Banking, Risk Management, Financial Risk, Bank Secrecy Act, Money Laundering, OFAC, AML, Operational Risk..., KYC, Credit, Financial Services, Capital Markets, Operational Risk, Commercial Banking, Due Diligence, Payments, Enterprise Risk..., Securities, Financial Institutions, Retail Banking, Fraud, Fixed Income, Anti Money Laundering
Education
Rutgers University 1983 — 1995
B.A., History
Rutgers University
M.S., HRIS
Morgan Stanley November 2014 - Present
HSBC August 2011 - November 2014
Rabobank September 2008 - August 2011
Sumitomo Mitsui Banking Corporation January 2007 - September 2008
ABN AMRO August 2004 - December 2006
The Bank of New York November 2001 - August 2004
American Express May 1977 - October 2001
Skills
Investment Banking, Banking, Risk Management, Financial Risk, Bank Secrecy Act, Money Laundering, OFAC, AML, Operational Risk..., KYC, Credit, Financial Services, Capital Markets, Operational Risk, Commercial Banking, Due Diligence, Payments, Enterprise Risk..., Securities, Financial Institutions, Retail Banking, Fraud, Fixed Income, Anti Money Laundering
Education
Rutgers University 1983 — 1995
B.A., History
Rutgers University
M.S., HRIS
Mara Martin's The Bank of New York Experience June 2003 - January 2007
Job SAHM
Industry Information Technology and Services
Experience
First Data International January 2007 - August 2010
The Bank of New York June 2003 - January 2007
Skills
Business Requirements, Project Management, Business Analysis, Business Intelligence, Credit Cards, Requirements Gathering, Software Project..., Cross-functional Team..., SDLC
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, International Business
University of Florida - Warrington College of Business Administration 1999 — 2003
First Data International January 2007 - August 2010
The Bank of New York June 2003 - January 2007
Skills
Business Requirements, Project Management, Business Analysis, Business Intelligence, Credit Cards, Requirements Gathering, Software Project..., Cross-functional Team..., SDLC
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, International Business
University of Florida - Warrington College of Business Administration 1999 — 2003
Jay Pandya Jay Pandya's The Bank of New York Experience November 1994 - July 1999
Job Managing Director and Enterprise Storage Architect at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2009 - Present
BNY Mellon July 1999 - April 2009
The Bank of New York November 1994 - July 1999
Bristol-Myers Squibb September 1992 - December 1994
Skills
Servers, ITIL, SAN, Disaster Recovery, Management, Vendor Management, Integration, Data Center, Active Directory, Storage, IT Strategy, Market Data, Project Management, SDLC, WAN, Cisco Technologies, Brocade, Unix, NetApp, Business Continuity, Process Improvement, Program Management, System Deployment, Risk Management, Financial Services, Project Portfolio..., Business Analysis, PMP, Storage Area Networks, Windows Server, Virtualization, Software Installation, IT Management, Cloud Computing, Switches, Cross-functional Team..., Portfolio Management, Networking, Enterprise Architecture, Enterprise Storage, VMware, Architecture, Strategy, Software Documentation, Information Technology, IT Service Management, Infrastructure, Distributed Systems, Project Planning, Enterprise Software
Education
City University of New York-Queens College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
BNY Mellon April 2009 - Present
BNY Mellon July 1999 - April 2009
The Bank of New York November 1994 - July 1999
Bristol-Myers Squibb September 1992 - December 1994
Skills
Servers, ITIL, SAN, Disaster Recovery, Management, Vendor Management, Integration, Data Center, Active Directory, Storage, IT Strategy, Market Data, Project Management, SDLC, WAN, Cisco Technologies, Brocade, Unix, NetApp, Business Continuity, Process Improvement, Program Management, System Deployment, Risk Management, Financial Services, Project Portfolio..., Business Analysis, PMP, Storage Area Networks, Windows Server, Virtualization, Software Installation, IT Management, Cloud Computing, Switches, Cross-functional Team..., Portfolio Management, Networking, Enterprise Architecture, Enterprise Storage, VMware, Architecture, Strategy, Software Documentation, Information Technology, IT Service Management, Infrastructure, Distributed Systems, Project Planning, Enterprise Software
Education
City University of New York-Queens College 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Brian Heston, PMP Brian Heston, PMP's The Bank of New York Experience 1998 - 2005
Job Program Manger
Industry Financial Services
Experience
Client Confidential December 2013 - Present
Client Confidential May 2013 - November 2013
Client Confidential June 2010 - March 2013
Client Confidential December 2009 - May 2010
Client Confidential December 2008 - September 2009
KPMG January 2007 - December 2008
Citigroup June 2005 - October 2006
The Bank of New York 1998 - 2005
Bankers Trust June 1997 - July 1998
Bankers Trust January 1996 - June 1997
Skills
Program Management, Acquisition Integration, Change Management, Project Management, Mergers, PMO, Project Portfolio..., Risk Management, Business Process..., Financial Services, Management Consulting, Governance, Process Improvement, PMP, Business Transformation, IT Strategy, Mergers & Acquisitions, Internal Audit, Strategy, Outsourcing, SDLC, Enterprise Architecture, Consulting, Business Strategy, Finance, Enterprise Risk..., Vendor Management, Business Analysis, Business Process, Project Delivery, Business Process...
Education
Villanova University 2009 — 2009
Six Sigma (Green Belt)
St. Peter's College 1997 — 1999
MBA
Rutgers, The State University of New Jersey-Camden 1987 — 1991
Bachelor of Arts
Client Confidential December 2013 - Present
Client Confidential May 2013 - November 2013
Client Confidential June 2010 - March 2013
Client Confidential December 2009 - May 2010
Client Confidential December 2008 - September 2009
KPMG January 2007 - December 2008
Citigroup June 2005 - October 2006
The Bank of New York 1998 - 2005
Bankers Trust June 1997 - July 1998
Bankers Trust January 1996 - June 1997
Skills
Program Management, Acquisition Integration, Change Management, Project Management, Mergers, PMO, Project Portfolio..., Risk Management, Business Process..., Financial Services, Management Consulting, Governance, Process Improvement, PMP, Business Transformation, IT Strategy, Mergers & Acquisitions, Internal Audit, Strategy, Outsourcing, SDLC, Enterprise Architecture, Consulting, Business Strategy, Finance, Enterprise Risk..., Vendor Management, Business Analysis, Business Process, Project Delivery, Business Process...
Education
Villanova University 2009 — 2009
Six Sigma (Green Belt)
St. Peter's College 1997 — 1999
MBA
Rutgers, The State University of New Jersey-Camden 1987 — 1991
Bachelor of Arts
Chris Isnetto Chris Isnetto's The Bank of New York Experience September 2003 - October 2005
Job Senior Financial Analyst at CuraScript, Inc. An Express Scripts Co.
Industry Financial Services
Experience
CuraScript, Inc. An Express Scripts Co. September 2012 - Present
BNY Mellon January 2012 - October 2012
The Bank of New York Mellon April 2008 - December 2011
Washington Mutual April 2007 - April 2008
MorQuest Mortgage January 2006 - March 2007
New Century Mortgage / Home123 October 2005 - January 2006
The Bank of New York September 2003 - October 2005
Skills
Leadership, Process Improvement, Negotiation, Risk Reduction, Banking, Asset, Bloomberg, Financial Risk, Credit, Loans, Finance, Relationship Management, Financial Analysis, Equities, Mortgage Lending, Reuters, Vlookup, Pivot Tables, VBA, Management, Business Development, Portfolio Management, Account Reconciliation, Auditing, Risk Management, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance Concentration
BIRMINGHAM CITY UNIVERSITY, Birmingham, UK 2011 — 2011
University of Florida 1998 — 2003
Bachelor's degree, Business Administration and Management, General
CuraScript, Inc. An Express Scripts Co. September 2012 - Present
BNY Mellon January 2012 - October 2012
The Bank of New York Mellon April 2008 - December 2011
Washington Mutual April 2007 - April 2008
MorQuest Mortgage January 2006 - March 2007
New Century Mortgage / Home123 October 2005 - January 2006
The Bank of New York September 2003 - October 2005
Skills
Leadership, Process Improvement, Negotiation, Risk Reduction, Banking, Asset, Bloomberg, Financial Risk, Credit, Loans, Finance, Relationship Management, Financial Analysis, Equities, Mortgage Lending, Reuters, Vlookup, Pivot Tables, VBA, Management, Business Development, Portfolio Management, Account Reconciliation, Auditing, Risk Management, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance Concentration
BIRMINGHAM CITY UNIVERSITY, Birmingham, UK 2011 — 2011
University of Florida 1998 — 2003
Bachelor's degree, Business Administration and Management, General
Darwin Rosario Darwin Rosario's The Bank of New York Experience 1998 - 1998
Job Owner, Darwin IT Strategies, LLC. Business Analyst | Systems Integrator | Project Manager | Software Designer/Developer
Industry Information Technology and Services
Experience
Darwin IT Strategies, LLC January 2006 - Present
Gartner 1998 - 2005
The Bank Of New York 1998 - 1998
Health Management Systems 1992 - 1998
Computer Power International 1987 - 1992
Securities Industry Automation Corp (SIAC) 1986 - 1987
Metropolitan Life 1982 - 1986
Skills
Business and Systems..., Business Process..., IT Project Management, Database Design and..., RightNow™ CRM, Software Systems..., Applications Software..., Website Design and..., Project Management, Applications, Integration, CRM, Databases, Information Technology, Cloud Computing, XML, Program Management, Management, Quality Assurance, Process Improvement, Consulting, Database Design, Training, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
BS, Computer Science
Darwin IT Strategies, LLC January 2006 - Present
Gartner 1998 - 2005
The Bank Of New York 1998 - 1998
Health Management Systems 1992 - 1998
Computer Power International 1987 - 1992
Securities Industry Automation Corp (SIAC) 1986 - 1987
Metropolitan Life 1982 - 1986
Skills
Business and Systems..., Business Process..., IT Project Management, Database Design and..., RightNow™ CRM, Software Systems..., Applications Software..., Website Design and..., Project Management, Applications, Integration, CRM, Databases, Information Technology, Cloud Computing, XML, Program Management, Management, Quality Assurance, Process Improvement, Consulting, Database Design, Training, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
BS, Computer Science
Roberto Casale, CFP®, CRPC® Roberto Casale, CFP®, CRPC®'s The Bank of New York Experience May 2007 - August 2007
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Merrill Lynch November 2012 - June 2014
Fidelity Investments May 2010 - November 2012
JPMorgan Chase & Co May 2008 - April 2010
The Bank of New York May 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Economics, Italian -- Graduated - Cum Laude
Fairleigh Dickinson University 2010 — 2012
Financial Planning Certificate Program
TIAA-CREF June 2014 - Present
Merrill Lynch November 2012 - June 2014
Fidelity Investments May 2010 - November 2012
JPMorgan Chase & Co May 2008 - April 2010
The Bank of New York May 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts (B.A.), Economics, Italian -- Graduated - Cum Laude
Fairleigh Dickinson University 2010 — 2012
Financial Planning Certificate Program
Christine Quigley Christine Quigley's The Bank of New York Experience January 1983 - January 1995
Job Vice President at Brannen Banks of Florida, Inc.
Industry Banking
Experience
Brannen Banks of Florida, Inc. May 2015 - Present
SunTrust Bank April 2013 - April 2015
Capital City Bank January 2005 - January 2012
Capital City Bank January 1995 - January 2005
The Bank of New York January 1983 - January 1995
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Commercial Banking, Commercial Lending, Finance, Credit Risk, Small Business Lending, Risk Management, Retail Banking, Mortgage Lending, Cash Flow, Consumer Lending, Lines Of Credit, Portfolio Management, Real Estate, Commercial Mortgages, Management, Commercial Real Estate
Education
Pasco-Hernando State College 2011 — 2012
Accounting
Various Continuing Education Classes and Seminars
Brannen Banks of Florida, Inc. May 2015 - Present
SunTrust Bank April 2013 - April 2015
Capital City Bank January 2005 - January 2012
Capital City Bank January 1995 - January 2005
The Bank of New York January 1983 - January 1995
Skills
Banking, Credit, Loans, Financial Analysis, Credit Analysis, Commercial Banking, Commercial Lending, Finance, Credit Risk, Small Business Lending, Risk Management, Retail Banking, Mortgage Lending, Cash Flow, Consumer Lending, Lines Of Credit, Portfolio Management, Real Estate, Commercial Mortgages, Management, Commercial Real Estate
Education
Pasco-Hernando State College 2011 — 2012
Accounting
Various Continuing Education Classes and Seminars
Steve Patterson CPA Steve Patterson CPA's The Bank of New York Experience October 2006 - March 2008
Job Director Steve Patterson CPA, PLLC
Industry Financial Services
Experience
Steve Patterson CPA October 2010 - Present
Resources Global Professionals March 2010 - October 2010
The Bank of New York October 2006 - March 2008
JP Morgan Chase April 1984 - October 2006
KPMG Audit January 1983 - April 1984
Skills
Financial Analysis, Financial Reporting, Cash Management, Accounting, Strategic Financial..., Auditing, Mergers, Risk Management, Mergers & Acquisitions, Leadership, Sarbanes-Oxley Act, Forecasting, Business Strategy, Management, Strategy, Finance, Analysis, Financial Services, Budgets, Executive Management, Financial Risk, Credit, CRM, Banking, Financial Planning, Tax Advisory
Education
Rice University 1978 — 1981
BA, Managerial Studies
University of Houston, C.T. Bauer College of Business 1981 — 1982
Master of Science, Accountancy
Steve Patterson CPA October 2010 - Present
Resources Global Professionals March 2010 - October 2010
The Bank of New York October 2006 - March 2008
JP Morgan Chase April 1984 - October 2006
KPMG Audit January 1983 - April 1984
Skills
Financial Analysis, Financial Reporting, Cash Management, Accounting, Strategic Financial..., Auditing, Mergers, Risk Management, Mergers & Acquisitions, Leadership, Sarbanes-Oxley Act, Forecasting, Business Strategy, Management, Strategy, Finance, Analysis, Financial Services, Budgets, Executive Management, Financial Risk, Credit, CRM, Banking, Financial Planning, Tax Advisory
Education
Rice University 1978 — 1981
BA, Managerial Studies
University of Houston, C.T. Bauer College of Business 1981 — 1982
Master of Science, Accountancy
Cynthia Lombardi's The Bank of New York Experience 1900 - 1900
Job Registered Representative/Investment Consultant at TIAACREF Wealth Management
Industry Financial Services
Experience
TIAA-CREF January 2013 - Present
JPMorgan Chase September 2006 - January 2013
The Bank of New York 1900 - 1900
Citicorp 1900 - 1900
Skills
Investments, Customer Relations, Insurance, Licensing, Commercial Banking, Wealth Management, Referrals, Private Banking, Banking, Loans, Mortgage, Asset, Portfolio Management, Microsoft Office, Small Business, ROI Optimization, Spanish, Data Analysis, Financial Analysis, Retirement Planning, Retirement Benefits, Business Analysis, New Business Development, Business Process..., Business Development, Business Strategy, Social Networking, Social Media, Mortgage Lending, Management, Series 6, Series 63, Series 7, Relationship Management, Asset Allocation
Education
Skidmore College
Psychology, Spanish
Skidmore College
Bachelor's degree, Psychology
TIAA-CREF January 2013 - Present
JPMorgan Chase September 2006 - January 2013
The Bank of New York 1900 - 1900
Citicorp 1900 - 1900
Skills
Investments, Customer Relations, Insurance, Licensing, Commercial Banking, Wealth Management, Referrals, Private Banking, Banking, Loans, Mortgage, Asset, Portfolio Management, Microsoft Office, Small Business, ROI Optimization, Spanish, Data Analysis, Financial Analysis, Retirement Planning, Retirement Benefits, Business Analysis, New Business Development, Business Process..., Business Development, Business Strategy, Social Networking, Social Media, Mortgage Lending, Management, Series 6, Series 63, Series 7, Relationship Management, Asset Allocation
Education
Skidmore College
Psychology, Spanish
Skidmore College
Bachelor's degree, Psychology
Kenneth VanDerSluis Kenneth VanDerSluis's The Bank of New York Experience June 1964 - August 2008
Job Independent Banking Professional
Industry Banking
Experience
"Retired" August 2008 - Present
The Bank of New York June 1964 - August 2008
The Bank of New York Mellon 1964 - 2008
Skills
Trade Finance, Banking, Product Management, Trading, Risk Management, Capital Markets, Financial Services, Letters of Credit, Cash Management, Analysis, Loans, Credit Risk, Management, Commercial Banking, Financial Risk, Credit, Relationship Management, Finance
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1974
BS, Management
"Retired" August 2008 - Present
The Bank of New York June 1964 - August 2008
The Bank of New York Mellon 1964 - 2008
Skills
Trade Finance, Banking, Product Management, Trading, Risk Management, Capital Markets, Financial Services, Letters of Credit, Cash Management, Analysis, Loans, Credit Risk, Management, Commercial Banking, Financial Risk, Credit, Relationship Management, Finance
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1974
BS, Management
Robert E. McMonagle's The Bank of New York Experience September 1979 - January 2000
Job Relationship/Client Services Management
Industry Financial Services
Experience
Continental Stock June 2014 - Present
Broadridge September 2011 - June 2014
DTCC January 2000 - January 2011
The Bank of New York September 1979 - January 2000
Alexander's Department Store 1972 - 1979
Skills
New Business Development, Mutual Funds, Relationship Management, Equities, Financial Services, Marketing, Management, Customer Service, Securities, Corporate Actions, Series 7, Insurance
Education
Queens College 1972 — 1976
Continental Stock June 2014 - Present
Broadridge September 2011 - June 2014
DTCC January 2000 - January 2011
The Bank of New York September 1979 - January 2000
Alexander's Department Store 1972 - 1979
Skills
New Business Development, Mutual Funds, Relationship Management, Equities, Financial Services, Marketing, Management, Customer Service, Securities, Corporate Actions, Series 7, Insurance
Education
Queens College 1972 — 1976
Karen Murphy's The Bank of New York Experience 1993 - 2002
Job SVP of Retail Banking at Winchester Savings Bank
Industry Banking
Experience
Winchester Savings Bank January 2010 - Present
Sovereign Bank February 2008 - May 2009
Sovereign Bank January 2006 - February 2008
The Bank of New York 1993 - 2002
Education
Providence College 1989 — 1993
BS, Business Administration
Winchester Savings Bank January 2010 - Present
Sovereign Bank February 2008 - May 2009
Sovereign Bank January 2006 - February 2008
The Bank of New York 1993 - 2002
Education
Providence College 1989 — 1993
BS, Business Administration
Emma Geiger's The Bank of New York Experience May 2009 - November 2009
Job Audit Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP September 2010 - Present
Bank of New York Mellon June 2010 - November 2010
St. John's University September 2007 - June 2010
The Bank of New York May 2009 - November 2009
PEPCO HOLDING INC May 2008 - November 2008
GENERAL DYNAMICS-AIS May 2007 - August 2007
Skills
Internal Audit, Financial Analysis, Auditing, Accounting, Internal Controls, GAAP, Financial Reporting, SEC filings, US GAAP, Tax
Education
Saint John's University 2005 — 2010
Saint John's University
Masters of Science; Bachelor of Science, Accounting; Accounting
BDO USA, LLP September 2010 - Present
Bank of New York Mellon June 2010 - November 2010
St. John's University September 2007 - June 2010
The Bank of New York May 2009 - November 2009
PEPCO HOLDING INC May 2008 - November 2008
GENERAL DYNAMICS-AIS May 2007 - August 2007
Skills
Internal Audit, Financial Analysis, Auditing, Accounting, Internal Controls, GAAP, Financial Reporting, SEC filings, US GAAP, Tax
Education
Saint John's University 2005 — 2010
Saint John's University
Masters of Science; Bachelor of Science, Accounting; Accounting
Thomas Rowland Thomas Rowland's The Bank of New York Experience December 1995 - June 2007
Job RETIRED
Industry Information Technology and Services
Experience
The Latimer Consulting Group April 2012 - August 2012
Apex Systems, Inc February 2010 - July 2011
Wachovia, A Wells Fargo Company June 2007 - July 2009
The Bank of New York December 1995 - June 2007
Credit Suisse First Boston June 1985 - April 1995
Skills
Enterprise Architecture, Disaster Recovery, DB2, Mainframe, Storage, Infrastructure, Performance Tuning, Capacity Planning, Technical Architecture, SAN, Virtualization, z/OS, Data Center, IBM Mainframe, IT Strategy, MVS, Storage Management, High Availability, IT Operations, Operating Systems, Storage Area Networks, Hardware, Unix, Business Continuity, Solution Architecture
Education
Rutgers University-New Brunswick
Masters, Computer Science
University of Maryland College Park
BS, Math, Computer Science
The Latimer Consulting Group April 2012 - August 2012
Apex Systems, Inc February 2010 - July 2011
Wachovia, A Wells Fargo Company June 2007 - July 2009
The Bank of New York December 1995 - June 2007
Credit Suisse First Boston June 1985 - April 1995
Skills
Enterprise Architecture, Disaster Recovery, DB2, Mainframe, Storage, Infrastructure, Performance Tuning, Capacity Planning, Technical Architecture, SAN, Virtualization, z/OS, Data Center, IBM Mainframe, IT Strategy, MVS, Storage Management, High Availability, IT Operations, Operating Systems, Storage Area Networks, Hardware, Unix, Business Continuity, Solution Architecture
Education
Rutgers University-New Brunswick
Masters, Computer Science
University of Maryland College Park
BS, Math, Computer Science
Salvino G. Plaia Salvino G. Plaia's The Bank of New York Experience March 1995 - April 1998
Job Santander Investment Securities Inc..
Industry Financial Services
Experience
Santander Investment Securities Inc July 2015 - Present
CIBC World Markets April 2014 - May 2015
Prospect 33 December 2011 - April 2014
Barclays Capital April 1998 - August 2011
The Bank of New York March 1995 - April 1998
Kidder Peabody March 1993 - March 1995
ABN AMRO Bank N.V. September 1991 - February 1995
Skills
Derivatives, FX Options, Trading, Credit Derivatives, Capital Markets, Fixed Income, Credit, Swaps, Risk Management, Hedge Funds, Financial Risk, Electronic Trading, Middle Office, Settlement, Financial Services, Microsoft Office, Structured Products, Banking, Prime Brokerage, Visio, Swaps Wire, ICE Clear Credit, Impact, Investment Banking, Omgeo Oasys, Bloomberg TOMS, Broadridge ADP
Education
Queens College 1987 — 1991
Bachelor of Arts, Economics
Santander Investment Securities Inc July 2015 - Present
CIBC World Markets April 2014 - May 2015
Prospect 33 December 2011 - April 2014
Barclays Capital April 1998 - August 2011
The Bank of New York March 1995 - April 1998
Kidder Peabody March 1993 - March 1995
ABN AMRO Bank N.V. September 1991 - February 1995
Skills
Derivatives, FX Options, Trading, Credit Derivatives, Capital Markets, Fixed Income, Credit, Swaps, Risk Management, Hedge Funds, Financial Risk, Electronic Trading, Middle Office, Settlement, Financial Services, Microsoft Office, Structured Products, Banking, Prime Brokerage, Visio, Swaps Wire, ICE Clear Credit, Impact, Investment Banking, Omgeo Oasys, Bloomberg TOMS, Broadridge ADP
Education
Queens College 1987 — 1991
Bachelor of Arts, Economics
Katie Larlee-Scully's The Bank of New York Experience November 1987 - January 2000
Job Sales and Business Development
Industry Food & Beverages
Experience
Latta, A Division of Best of Farms, LLC September 2013 - Present
The Junior League of Bergen County September 1994 - Present
Woodlea - Path III and Path I Houses June 2011 - Present
Maurice M. Pine Library January 2014 - Present
Exclusive Meeting Events - Promotional Products September 2010 - Present
Oasis - A Haven for Women and Children September 2011 - September 2012
Mary Kay Cosmetics November 1998 - June 2008
Foster Parents Association of Monroe County, PA June 2003 - May 2006
The Bank of New York November 1987 - January 2000
The Plaza Hotel November 1984 - November 1987
Skills
Special Events, Event Management, Conferences, Event Planning, Fundraising, Volunteer Management, Non-profits, Public Speaking, Budgeting, Excel, PowerPoint, Trade Shows, Word, Meeting Planning, Outlook, Microsoft Office, Community Outreach, Databases, People Skills, Microsoft Excel, Budgets, Management, Social Media, Sales, Marketing, Program Management, Training, Project Planning, Contract Negotiation, Business Development, Leadership, Nonprofits
Education
Katharine Gibbs School
Associate of Science (A.S.)
Parsons School of Design
Interior Design Certificate Program
Latta, A Division of Best of Farms, LLC September 2013 - Present
The Junior League of Bergen County September 1994 - Present
Woodlea - Path III and Path I Houses June 2011 - Present
Maurice M. Pine Library January 2014 - Present
Exclusive Meeting Events - Promotional Products September 2010 - Present
Oasis - A Haven for Women and Children September 2011 - September 2012
Mary Kay Cosmetics November 1998 - June 2008
Foster Parents Association of Monroe County, PA June 2003 - May 2006
The Bank of New York November 1987 - January 2000
The Plaza Hotel November 1984 - November 1987
Skills
Special Events, Event Management, Conferences, Event Planning, Fundraising, Volunteer Management, Non-profits, Public Speaking, Budgeting, Excel, PowerPoint, Trade Shows, Word, Meeting Planning, Outlook, Microsoft Office, Community Outreach, Databases, People Skills, Microsoft Excel, Budgets, Management, Social Media, Sales, Marketing, Program Management, Training, Project Planning, Contract Negotiation, Business Development, Leadership, Nonprofits
Education
Katharine Gibbs School
Associate of Science (A.S.)
Parsons School of Design
Interior Design Certificate Program
Paul Huzarski's The Bank of New York Experience 2005 - 2006
Job Quantitative Finance Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
NASDAQ April 2014 - January 2015
Bank of America Merrill Lynch July 2011 - April 2014
Paul Huzarski March 2007 - July 2011
Bloomberg May 2010 - August 2010
IEEE 2006 - 2007
The Bank of New York 2005 - 2006
Skills
Financial Modeling, VBA, Options, Bloomberg Terminal, Credit Risk, Financial Risk, Trading, Matlab, R, Fixed Income, Java, C++, SAS, Microsoft Office, Microsoft Excel, Market Risk, Mathematica, Excel, Credit Risk Modeling, Cluster Analysis, LaTeX, Python, SQL, Visual Studio, Monte Carlo Simulation, HTML, Gauss, Microsoft Visual Studio..., SQL Server 2008, Linux, Stochastic Calculus, Econometric Modeling, Energy, Quantitative Finance, Derivatives, Bloomberg, Quantitative Analytics, Equities, Time Series Analysis, Commodity, Swaps, Econometrics, Economics, Structured Finance, Counterparty Risk, Statistics, Credit Derivatives, Interest Rate..., Equity Derivatives, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Master of Arts (M.A.), Economics
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Master of Science (M.S.), Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.A., Economics, Mathematics, Political Science
St. Joseph High School 1997 — 2001
Bank of America Merrill Lynch January 2015 - Present
NASDAQ April 2014 - January 2015
Bank of America Merrill Lynch July 2011 - April 2014
Paul Huzarski March 2007 - July 2011
Bloomberg May 2010 - August 2010
IEEE 2006 - 2007
The Bank of New York 2005 - 2006
Skills
Financial Modeling, VBA, Options, Bloomberg Terminal, Credit Risk, Financial Risk, Trading, Matlab, R, Fixed Income, Java, C++, SAS, Microsoft Office, Microsoft Excel, Market Risk, Mathematica, Excel, Credit Risk Modeling, Cluster Analysis, LaTeX, Python, SQL, Visual Studio, Monte Carlo Simulation, HTML, Gauss, Microsoft Visual Studio..., SQL Server 2008, Linux, Stochastic Calculus, Econometric Modeling, Energy, Quantitative Finance, Derivatives, Bloomberg, Quantitative Analytics, Equities, Time Series Analysis, Commodity, Swaps, Econometrics, Economics, Structured Finance, Counterparty Risk, Statistics, Credit Derivatives, Interest Rate..., Equity Derivatives, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Master of Arts (M.A.), Economics
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Master of Science (M.S.), Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
B.A., Economics, Mathematics, Political Science
St. Joseph High School 1997 — 2001
Corey Sebro Corey Sebro's The Bank of New York Experience May 2008 - May 2011
Job Credit Suisse
Industry Financial Services
Experience
Credit Suisse March 2015 - Present
Ziff Brothers Investments March 2013 - February 2014
General Electric March 2012 - December 2012
The Bank of New York May 2008 - May 2011
PNC Bank Financial Services October 2006 - January 2007
Skills
Finance, Banking, Due Diligence, Financial Analysis, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Securities, Sales
Education
The University of Connecticut 2011 — 2016
Master Business Administration (MBA), Finance & Management, 3.8
The University of Connecticut 2012 — 2012
Paralegal Certificate, Legal Assistant/Paralegal, 3.5
Penn State University 2000 — 2007
Bachelor of Arts, Speech/Communications
Credit Suisse March 2015 - Present
Ziff Brothers Investments March 2013 - February 2014
General Electric March 2012 - December 2012
The Bank of New York May 2008 - May 2011
PNC Bank Financial Services October 2006 - January 2007
Skills
Finance, Banking, Due Diligence, Financial Analysis, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Securities, Sales
Education
The University of Connecticut 2011 — 2016
Master Business Administration (MBA), Finance & Management, 3.8
The University of Connecticut 2012 — 2012
Paralegal Certificate, Legal Assistant/Paralegal, 3.5
Penn State University 2000 — 2007
Bachelor of Arts, Speech/Communications
Donald Rocco Donald Rocco's The Bank of New York Experience August 1998 - July 2000
Job
Industry Banking
Experience
BNY Mellon November 2014 - Present
BNY Mellon January 2012 - November 2014
Mulligans Clubhouse Grille December 2007 - December 2011
BNY Mellon April 2007 - July 2008
South Beach September 2005 - March 2007
Credit Suisse March 2001 - December 2001
Kinexus August 2000 - May 2001
The Bank of New York August 1998 - July 2000
Mellon Bank September 1996 - August 1998
Education
Skidmore College 1991 — 1996
Bachelor's degree, Business/Commerce, General
Pittsburgh Central Catholic 1987 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program
BNY Mellon November 2014 - Present
BNY Mellon January 2012 - November 2014
Mulligans Clubhouse Grille December 2007 - December 2011
BNY Mellon April 2007 - July 2008
South Beach September 2005 - March 2007
Credit Suisse March 2001 - December 2001
Kinexus August 2000 - May 2001
The Bank of New York August 1998 - July 2000
Mellon Bank September 1996 - August 1998
Education
Skidmore College 1991 — 1996
Bachelor's degree, Business/Commerce, General
Pittsburgh Central Catholic 1987 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program
John J. McGuinness lll John J. McGuinness lll's The Bank of New York Experience November 1989 - February 2002
Job Managing Director at Citi Private Bank
Industry Banking
Experience
Citi Private Bank June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2003 - June 2010
PNC Advisors March 2002 - April 2003
The Bank of New York November 1989 - February 2002
Putnam Trust Company 1996 - 2000
Merrill Lynch Business Financial Services October 1984 - November 1989
Education
Providence College
Bachelor of Arts (B.A.), Humanities
Citi Private Bank June 2010 - Present
U.S. Trust, Bank of America Private Wealth Management May 2003 - June 2010
PNC Advisors March 2002 - April 2003
The Bank of New York November 1989 - February 2002
Putnam Trust Company 1996 - 2000
Merrill Lynch Business Financial Services October 1984 - November 1989
Education
Providence College
Bachelor of Arts (B.A.), Humanities
Mindy Roth Mindy Roth's The Bank of New York Experience July 1994 - May 2000
Job
Industry Financial Services
Experience
The Bank of New York, Mellon June 2007 - October 2010
The NYC Department of Juvenile Justice July 2001 - June 2007
The NYC Department of Finance May 2000 - July 2001
The Bank of New York July 1994 - May 2000
Home Savings of America 1992 - 1994
Skills
Computer Literate, Office Administration, Event Management, catering, Microsoft Office, Administration, Inventory Management, Office Management, Vendor, Customer Service, Word, Customer Relations, Excel, Budgeting, Facilities Management, Lotus Notes, Purchasing, Budgets, Catering, Human Resources, Leadership, Management, Microsoft Excel, Microsoft Word, Process Scheduler, Research, Software Documentation, System Administration
Education
Queensborough Community College 1974 — 1976
Academic
Queenboro Community College 1974 — 1975
Academic
Hillcrest High School 1971 — 1974
Academic, Business
The Bank of New York, Mellon June 2007 - October 2010
The NYC Department of Juvenile Justice July 2001 - June 2007
The NYC Department of Finance May 2000 - July 2001
The Bank of New York July 1994 - May 2000
Home Savings of America 1992 - 1994
Skills
Computer Literate, Office Administration, Event Management, catering, Microsoft Office, Administration, Inventory Management, Office Management, Vendor, Customer Service, Word, Customer Relations, Excel, Budgeting, Facilities Management, Lotus Notes, Purchasing, Budgets, Catering, Human Resources, Leadership, Management, Microsoft Excel, Microsoft Word, Process Scheduler, Research, Software Documentation, System Administration
Education
Queensborough Community College 1974 — 1976
Academic
Queenboro Community College 1974 — 1975
Academic
Hillcrest High School 1971 — 1974
Academic, Business
Jeff Schroeder Jeff Schroeder's The Bank of New York Experience 2000 - 2006
Job Client Relationship Manager at Macroeconomic Advisers LLC
Industry Financial Services
Experience
Macroeconomic Advisers LLC November 2014 - Present
Thomson Reuters 2013 - August 2014
Citi 2006 - 2013
The Bank of New York 2000 - 2006
TIAA-CREF 1997 - 1999
Skills
Structured Finance, Fixed Income, Bonds, Securities, Cash Flow, Municipal Bonds, Thomson Reuters Eikon, Customer Service, Corporate Trust, Public Finance, Account Reconciliation, Financial Services, Mutual Funds, Fixed Annuities, Annuities, Portfolio Management, Financial Analysis, Leadership, Investments, Analysis, Management
Education
Saint Louis University
Masters of Arts, Economics
University of Evansville
Bachelor of Science, Business Administration
Macroeconomic Advisers LLC November 2014 - Present
Thomson Reuters 2013 - August 2014
Citi 2006 - 2013
The Bank of New York 2000 - 2006
TIAA-CREF 1997 - 1999
Skills
Structured Finance, Fixed Income, Bonds, Securities, Cash Flow, Municipal Bonds, Thomson Reuters Eikon, Customer Service, Corporate Trust, Public Finance, Account Reconciliation, Financial Services, Mutual Funds, Fixed Annuities, Annuities, Portfolio Management, Financial Analysis, Leadership, Investments, Analysis, Management
Education
Saint Louis University
Masters of Arts, Economics
University of Evansville
Bachelor of Science, Business Administration
Ben Scarrott Ben Scarrott's The Bank of New York Experience May 2004 - July 2005
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley August 2012 - Present
Morgan Stanley November 2007 - July 2012
The Bank of New York May 2004 - July 2005
Skills
Repo, Securities Lending, Dividend Arbitrage, Prime Brokerage, Secured Financing, Triparty, Collateral Management, OTC Client Clearing, Derivatives, Fixed Income, Repossessions, Settlement, Swaps, Equities, Middle Office, Securities
Education
Sheffield Hallam University 2002 — 2006
BA (HONS), Business
Morgan Stanley October 2014 - Present
Morgan Stanley August 2012 - Present
Morgan Stanley November 2007 - July 2012
The Bank of New York May 2004 - July 2005
Skills
Repo, Securities Lending, Dividend Arbitrage, Prime Brokerage, Secured Financing, Triparty, Collateral Management, OTC Client Clearing, Derivatives, Fixed Income, Repossessions, Settlement, Swaps, Equities, Middle Office, Securities
Education
Sheffield Hallam University 2002 — 2006
BA (HONS), Business
Ken Tretter's The Bank of New York Experience 1993 - 2005
Job Vice President at TD Bank
Industry Banking
Experience
TD Bank August 2007 - Present
Capital One Bank May 2005 - August 2007
The Bank of New York 1993 - 2005
Chase June 1989 - August 1993
Skills
Loans, Commercial Banking, Commercial Lending, Cash Management, Treasury Management, Retail Banking, Small Business Lending, Credit Analysis, Banking, Relationship Management, Treasury Services, Credit Cards, Payments, Branch Management, ACH, Cross Selling, Consumer Lending, Credit, Credit Risk, Merchant Services, Portfolio Management, Deposits, Lines Of Credit, Commercial Mortgages
Education
City University of New York-Queens College
TD Bank August 2007 - Present
Capital One Bank May 2005 - August 2007
The Bank of New York 1993 - 2005
Chase June 1989 - August 1993
Skills
Loans, Commercial Banking, Commercial Lending, Cash Management, Treasury Management, Retail Banking, Small Business Lending, Credit Analysis, Banking, Relationship Management, Treasury Services, Credit Cards, Payments, Branch Management, ACH, Cross Selling, Consumer Lending, Credit, Credit Risk, Merchant Services, Portfolio Management, Deposits, Lines Of Credit, Commercial Mortgages
Education
City University of New York-Queens College
Lisa Bancroft Lisa Bancroft's The Bank of New York Experience December 1999 - February 2008
Job Commercial Lender, Vice President at Fairfield County Bank
Industry Banking
Experience
Fairfield County Bank November 2013 - Present
JPMorgan Chase September 2009 - October 2013
JPMorgan Chase March 2008 - August 2009
The Bank of New York December 1999 - February 2008
Skills
RELATIONSHIP MANAGEMENT, COMMERCIAL LENDING, TREASURY SOLUTIONS, BUSINESS DEVELOPMENT, RETAIL BRANCH..., SALES MANAGEMENT, PORTFOLIO MANAGEMENT, CREDIT ANALYSIS, Loans, Sales Management, Wealth Management, Commercial Lending, Portfolio Management, Relationship Management, Credit Analysis, Treasury Services, Credit, Commercial Banking, Banking, Small Business Lending, Lines Of Credit, Business Development
Education
Williams College
New England School of Banking at Williams College
Amercian Institute of Banking
Roger Williams University
Greenwich High School
Fairfield County Bank November 2013 - Present
JPMorgan Chase September 2009 - October 2013
JPMorgan Chase March 2008 - August 2009
The Bank of New York December 1999 - February 2008
Skills
RELATIONSHIP MANAGEMENT, COMMERCIAL LENDING, TREASURY SOLUTIONS, BUSINESS DEVELOPMENT, RETAIL BRANCH..., SALES MANAGEMENT, PORTFOLIO MANAGEMENT, CREDIT ANALYSIS, Loans, Sales Management, Wealth Management, Commercial Lending, Portfolio Management, Relationship Management, Credit Analysis, Treasury Services, Credit, Commercial Banking, Banking, Small Business Lending, Lines Of Credit, Business Development
Education
Williams College
New England School of Banking at Williams College
Amercian Institute of Banking
Roger Williams University
Greenwich High School
Eric Thorpe-Moscon Eric Thorpe-Moscon's The Bank of New York Experience December 2002 - April 2007
Job Graphic Designer and Digital Photo Retoucher
Industry Graphic Design
Experience
ScoopNYC February 2015 - Present
Christopher Fischer C3 Concepts Inc. November 2013 - Present
Eric Thorpe-Moscon Designs August 2002 - Present
Frames Data (Jobson Optical Group) September 2014 - October 2014
JackThreads November 2013 - January 2014
Barneys New York June 2012 - December 2013
Body Care By Emylee April 2010 - June 2012
JPMorgan Chase April 2007 - April 2010
The Bank of New York December 2002 - April 2007
Skills
Adobe Creative Suite, Dreamweaver, High-end Retouching, Photography, Photoshop, InDesign, QuarkXPress, Illustrator, Adobe Fireworks, After Effects, Digital Illustration, Packaging Graphics, Social Media Marketing, Graphic Design, Direct Mail, Image Editing, Graphics, PowerPoint, Digital Photography, Social Media, Adobe Acrobat, Brochures, Newsletters, Image Manipulation, Logo Design, Posters, Web Design, Illustration
Education
Pratt Institute 1998 — 2002
BFA in Communications Design, (Graphic Design, Art Direction, Photography)
Sewanhaka High School 1996 — 1998
Graphic Design, Advertising
ScoopNYC February 2015 - Present
Christopher Fischer C3 Concepts Inc. November 2013 - Present
Eric Thorpe-Moscon Designs August 2002 - Present
Frames Data (Jobson Optical Group) September 2014 - October 2014
JackThreads November 2013 - January 2014
Barneys New York June 2012 - December 2013
Body Care By Emylee April 2010 - June 2012
JPMorgan Chase April 2007 - April 2010
The Bank of New York December 2002 - April 2007
Skills
Adobe Creative Suite, Dreamweaver, High-end Retouching, Photography, Photoshop, InDesign, QuarkXPress, Illustrator, Adobe Fireworks, After Effects, Digital Illustration, Packaging Graphics, Social Media Marketing, Graphic Design, Direct Mail, Image Editing, Graphics, PowerPoint, Digital Photography, Social Media, Adobe Acrobat, Brochures, Newsletters, Image Manipulation, Logo Design, Posters, Web Design, Illustration
Education
Pratt Institute 1998 — 2002
BFA in Communications Design, (Graphic Design, Art Direction, Photography)
Sewanhaka High School 1996 — 1998
Graphic Design, Advertising
Judith (Policarpio) Casper Judith (Policarpio) Casper's The Bank of New York Experience July 1994 - July 2006
Job Accounting Manager /Private Wealth Management
Industry Financial Services
Experience
Private Diversified Investment Company September 2008 - Present
GlobeOp Financial Services July 2006 - July 2008
THE BANK of New York July 1994 - July 2006
The Chase Manhattan Bank April 1987 - July 1994
Skills
Accruals, Balance, Reconciliation, Accounting, Fund Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Financial Statements, Financial Analysis, Tax, GAAP, Payroll, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, Equities
Education
St. John's University
Bachelor of Science
Private Diversified Investment Company September 2008 - Present
GlobeOp Financial Services July 2006 - July 2008
THE BANK of New York July 1994 - July 2006
The Chase Manhattan Bank April 1987 - July 1994
Skills
Accruals, Balance, Reconciliation, Accounting, Fund Accounting, General Ledger, Financial Accounting, Account Reconciliation, Auditing, Financial Statements, Financial Analysis, Tax, GAAP, Payroll, Accounts Receivable, Accounts Payable, Financial Reporting, Finance, Equities
Education
St. John's University
Bachelor of Science
Margaret Cutter Margaret Cutter's The Bank of New York Experience May 1999 - June 2007
Job Estate Settlement Officer at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management July 2007 - Present
The Bank of New York May 1999 - June 2007
The Bank of New York October 1995 - May 1999
Putnam Trust Company June 1986 - October 1995
Education
Roanoke College 1981 — 1986
Bachelor of Business Administration (B.B.A.)
BNY Mellon Wealth Management July 2007 - Present
The Bank of New York May 1999 - June 2007
The Bank of New York October 1995 - May 1999
Putnam Trust Company June 1986 - October 1995
Education
Roanoke College 1981 — 1986
Bachelor of Business Administration (B.B.A.)
Eve Marks Eve Marks's The Bank of New York Experience September 1981 - September 1985
Job Sales Representative at Weichert
Industry Real Estate
Experience
Weichert January 2007 - Present
United States Postal Service November 2006 - December 2009
Contract Flight Crew January 2004 - April 2009
Deutsche Bank Securities August 1999 - November 2003
BT Alex Brown Securities February 1994 - September 1999
BT Securities Corp (subsidiary of Bankers Trust Co) September 1987 - January 1994
Bankers Trust Company September 1985 - January 1994
The Bank of New York September 1981 - September 1985
Kidder Peabody August 1980 - September 1981
Registrar & Transfer Company February 1978 - September 1980
Education
Saint Peter's University 1975 — 1981
St Francis School of Nursing 1975 — 1976
Weichert January 2007 - Present
United States Postal Service November 2006 - December 2009
Contract Flight Crew January 2004 - April 2009
Deutsche Bank Securities August 1999 - November 2003
BT Alex Brown Securities February 1994 - September 1999
BT Securities Corp (subsidiary of Bankers Trust Co) September 1987 - January 1994
Bankers Trust Company September 1985 - January 1994
The Bank of New York September 1981 - September 1985
Kidder Peabody August 1980 - September 1981
Registrar & Transfer Company February 1978 - September 1980
Education
Saint Peter's University 1975 — 1981
St Francis School of Nursing 1975 — 1976
Patrick Healy Patrick Healy's The Bank of New York Experience May 2000 - October 2001
Job Vice President, Director of Bankruptcy and Restructuring Services at WSFS Bank
Industry Banking
Experience
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
WSFS Bank June 2013 - Present
Saint Joseph's University May 2008 - Present
Wilmington Trust Company July 2007 - May 2013
Law Debenture Trust Company of New York September 2003 - July 2007
JPMorgan Chase Bank October 2001 - August 2003
The Bank of New York May 2000 - October 2001
U.S. Bank Trust National Association March 1999 - May 2000
Chase Manhattan Trust Company N.A. 1996 - 1999
Mellon Bank 1996 - 1998
Corestates 1994 - 1996
Skills
Loans Administration, Project Finance, Restructuring, Litigation, Corporate Finance, Bankruptcy, Investment Banking, Financial Analysis, Risk Management, Leadership, Finance, Structured Finance, Mergers & Acquisitions, Financial Risk, Bonds, High Yield, Valuation, Mergers, CRM, Sales, Investments, Marketing, Capital Markets, Financial Services, Securities, Loans, Hedge Funds, Due Diligence, Financial Modeling, Portfolio Management, Alternative Investments, Financial Advisory, Banking, Default, Equities, Private Equity, Fixed Income, Bloomberg, Management, Asset Management, New Business Development, Corporate Trust, Credit, Client Development, Financial Structuring, Credit Analysis, Relationship Management
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA
Temple University - Fox School of Business and Management 1999 — 2001
MS, Finance
Saint Joseph's University 1988 — 1991
B.S., Finance
Oryst Kunka Oryst Kunka's The Bank of New York Experience 1996 - January 2009
Job
Industry Information Technology and Services
Experience
Independent Ventures February 2009 - Present
The Bank of New York 1996 - January 2009
Bank of New York Mellon 1996 - January 2009
Career Blazers / Aegis Training January 1993 - August 1996
Skills
Service Management, Business Process..., Disaster Recovery, Strategy, ITIL, Management, Project Management, Leadership, Vendor Management, IT Service Management, Business Analysis, Training, IT Strategy, Risk Management, Strategic Planning
Education
State University of New York Empire State College 2006 — 2009
BS
School of Visual Arts 1979 — 1981
BFA Degree Studies
Institute Of Audio Research
Graduate
Independent Ventures February 2009 - Present
The Bank of New York 1996 - January 2009
Bank of New York Mellon 1996 - January 2009
Career Blazers / Aegis Training January 1993 - August 1996
Skills
Service Management, Business Process..., Disaster Recovery, Strategy, ITIL, Management, Project Management, Leadership, Vendor Management, IT Service Management, Business Analysis, Training, IT Strategy, Risk Management, Strategic Planning
Education
State University of New York Empire State College 2006 — 2009
BS
School of Visual Arts 1979 — 1981
BFA Degree Studies
Institute Of Audio Research
Graduate
Shalini Sahgal Singh's The Bank of New York Experience July 2000 - February 2004
Job Founder/Owner of Shalini's Kitchen (Indra Jai LLC)
Industry Food & Beverages
Experience
Shalini's Kitchen January 2014 - Present
American Express September 2006 - May 2008
American Express September 2006 - December 2007
GE Capital February 2006 - September 2006
General Electric (GE) June 2004 - February 2006
The Bank of New York July 2000 - February 2004
Skills
Project Management, Relationship Management, Financial Analysis, Business Development, Strategy, Credit Risk, Financial Services, Business Strategy, Analytics, Marketing
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Marketing
Smith College 1993 — 1997
BA, International Affairs
Loreto House
Shalini's Kitchen January 2014 - Present
American Express September 2006 - May 2008
American Express September 2006 - December 2007
GE Capital February 2006 - September 2006
General Electric (GE) June 2004 - February 2006
The Bank of New York July 2000 - February 2004
Skills
Project Management, Relationship Management, Financial Analysis, Business Development, Strategy, Credit Risk, Financial Services, Business Strategy, Analytics, Marketing
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Marketing
Smith College 1993 — 1997
BA, International Affairs
Loreto House
Paul Dalle Molle's The Bank of New York Experience 1988 - 1991
Job MD & Senior Banker at SG Americas Securities LLC
Industry Banking
Experience
SG Americas Securities LLC September 2014 - Present
SG Americas Securities LLC August 2012 - August 2014
Societe Generale July 2009 - July 2012
SG Americas Securities LLC September 2005 - July 2009
Société Générale May 2002 - September 2005
Societe Generale October 1995 - May 2002
SG Cowen 1999 - 2002
Societe Generale June 1994 - September 1995
Societe Generale August 1991 - June 1994
The Bank of New York 1988 - 1991
Skills
Change Management, Risk Management, Marketing Strategy, Capital Markets, Strategic Leadership, Team Leadership, Client Relationship..., Banking, International Business, Cross-cultural, CRM
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Relations and Economics
Queen's University 1974 — 1977
BA Honours, Political Science
SG Americas Securities LLC September 2014 - Present
SG Americas Securities LLC August 2012 - August 2014
Societe Generale July 2009 - July 2012
SG Americas Securities LLC September 2005 - July 2009
Société Générale May 2002 - September 2005
Societe Generale October 1995 - May 2002
SG Cowen 1999 - 2002
Societe Generale June 1994 - September 1995
Societe Generale August 1991 - June 1994
The Bank of New York 1988 - 1991
Skills
Change Management, Risk Management, Marketing Strategy, Capital Markets, Strategic Leadership, Team Leadership, Client Relationship..., Banking, International Business, Cross-cultural, CRM
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Relations and Economics
Queen's University 1974 — 1977
BA Honours, Political Science
Maryann Cavino's The Bank of New York Experience 1987 - 1997
Job Director of Human Resources at Divi Resorts
Industry Human Resources
Experience
Divi Resorts May 2013 - Present
TGCS 2015 - 2015
TGCS 2015 - 2015
Reed Exhibitions November 2011 - May 2013
Reed Exhibitions April 2002 - January 2012
Hewitt Associates January 2001 - April 2002
Bank of America 1997 - 2001
The Bank of New York 1987 - 1997
Skills
Talent Acquisition, Human Resources, Organizational..., Talent Management, Employee Engagement, Recruiting, Program Management, Event Management, Onboarding, Employee Relations, Performance Management, HRIS, Organizational..., Leadership, Employee Benefits
Education
Pace University - Lubin School of Business
MBA, Human Resources
Pace University - Lubin School of Business
BS in Business, Minor: Psychology and Accounting
Divi Resorts May 2013 - Present
TGCS 2015 - 2015
TGCS 2015 - 2015
Reed Exhibitions November 2011 - May 2013
Reed Exhibitions April 2002 - January 2012
Hewitt Associates January 2001 - April 2002
Bank of America 1997 - 2001
The Bank of New York 1987 - 1997
Skills
Talent Acquisition, Human Resources, Organizational..., Talent Management, Employee Engagement, Recruiting, Program Management, Event Management, Onboarding, Employee Relations, Performance Management, HRIS, Organizational..., Leadership, Employee Benefits
Education
Pace University - Lubin School of Business
MBA, Human Resources
Pace University - Lubin School of Business
BS in Business, Minor: Psychology and Accounting
Glenn DePasquale, CPA's The Bank of New York Experience November 1990 - June 1998
Job Accountant at Lyons & Lyons, PC
Industry Accounting
Experience
Lyons & Lyons, PC January 2013 - Present
FrontLine Marketing January 2008 - May 2012
Halpern & Associates, LLC February 1996 - January 2008
The Bank of New York November 1990 - June 1998
Skills
Management, Microsoft Excel, General Ledger, Financial Reporting, System Administration, Accounts Payable, Forecasting, Accounting, Budgets, Training, Payroll, Financial Analysis, Outlook, Finance, Auditing, Access, Internal Controls
Education
Western Connecticut State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Norwalk Community Technical College
A.S. Degree, Accounting
Sacred Heart University
towards B.S, Accounting
State Society of Accountancy
CPA-Passed 1/2012
Lyons & Lyons, PC January 2013 - Present
FrontLine Marketing January 2008 - May 2012
Halpern & Associates, LLC February 1996 - January 2008
The Bank of New York November 1990 - June 1998
Skills
Management, Microsoft Excel, General Ledger, Financial Reporting, System Administration, Accounts Payable, Forecasting, Accounting, Budgets, Training, Payroll, Financial Analysis, Outlook, Finance, Auditing, Access, Internal Controls
Education
Western Connecticut State University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Norwalk Community Technical College
A.S. Degree, Accounting
Sacred Heart University
towards B.S, Accounting
State Society of Accountancy
CPA-Passed 1/2012
Gregory Burton's The Bank of New York Experience August 2001 - November 2006
Job Vice President, Marketing & Communications at Big Brothers Big Sisters Southeastern PA
Industry Nonprofit Organization Management
Experience
Big Brothers Big Sisters Southeastern PA February 2014 - Present
PHH Mortgage April 2011 - April 2013
De Lage Landen Financial Services November 2006 - April 2011
The Bank of New York August 2001 - November 2006
The Bank of New York August 1993 - July 2001
Skills
Strategy, Marketing Strategy, CRM, Segmentation, Marketing, Competitive Analysis, Leadership, Website Development, Strategic Planning, Product Marketing, Corporate Communications, Branding, New Business Development, Program Management, Public Relations, Sales Effectiveness, Business Strategy, Management, Mergers & Acquisitions, Analysis, Team Building, Financial Services, Portfolio Management, Pricing, Integrated Marketing, Sales, Alternative Investments, Direct Marketing, Email Marketing, Search Engine..., Digital Marketing, Social Media, Thought Leadership, Market Research, Project Management, Marketing Event Planning, Strategic Partnerships, Marketing Communications, Brand Management
Education
Princeton University 1986 — 1990
BA, History
Main Line Leadership Class
St. Joseph's University Evan K. Haub School of Business
Certificate, Executive Education, Strategic Marketing
The Wharton School, University of Pennsylvania
Certificate, Executive Education, Essentials of Marketing
UNC Kenan-Flagler Business School
Certificate, Executive Education, Marketing Strategies for Growth
Big Brothers Big Sisters Southeastern PA February 2014 - Present
PHH Mortgage April 2011 - April 2013
De Lage Landen Financial Services November 2006 - April 2011
The Bank of New York August 2001 - November 2006
The Bank of New York August 1993 - July 2001
Skills
Strategy, Marketing Strategy, CRM, Segmentation, Marketing, Competitive Analysis, Leadership, Website Development, Strategic Planning, Product Marketing, Corporate Communications, Branding, New Business Development, Program Management, Public Relations, Sales Effectiveness, Business Strategy, Management, Mergers & Acquisitions, Analysis, Team Building, Financial Services, Portfolio Management, Pricing, Integrated Marketing, Sales, Alternative Investments, Direct Marketing, Email Marketing, Search Engine..., Digital Marketing, Social Media, Thought Leadership, Market Research, Project Management, Marketing Event Planning, Strategic Partnerships, Marketing Communications, Brand Management
Education
Princeton University 1986 — 1990
BA, History
Main Line Leadership Class
St. Joseph's University Evan K. Haub School of Business
Certificate, Executive Education, Strategic Marketing
The Wharton School, University of Pennsylvania
Certificate, Executive Education, Essentials of Marketing
UNC Kenan-Flagler Business School
Certificate, Executive Education, Marketing Strategies for Growth
Hao Zou's The Bank of New York Experience December 1996 - November 1997
Job VP, Risk Management & Operations at Lending Club
Industry Financial Services
Experience
Lending Club December 2011 - Present
Paypal/eBay June 2010 - December 2011
JP Morgan Chase August 2009 - June 2010
Washington Mutual Card Services January 2007 - August 2009
Providian Financial/Washington Mutual January 2003 - January 2007
FleetBoston Bank 1998 - 2003
PNC Bank 1997 - 1998
The Bank of New York December 1996 - November 1997
Skills
Credit Risk, Risk Management, Investments, Financial Risk, Consumer Lending, Loans, Analytics, Finance, Management, Credit Analysis, Financial Services, Financial Modeling, Credit Cards, Financial Analysis, Strategy, Credit, Due Diligence, Portfolio Management, Data Mining, Banking, Mergers & Acquisitions, Corporate Finance, Business Intelligence, Payments, Segmentation, Capital Markets, Forecasting, SAS, Business Analysis, Commercial Banking, Relationship Management, Retail Banking
Education
University of Delaware 1995 — 1997
MBA, Finance
Renmin University of China 1989 — 1993
BA, International Economy
Lending Club December 2011 - Present
Paypal/eBay June 2010 - December 2011
JP Morgan Chase August 2009 - June 2010
Washington Mutual Card Services January 2007 - August 2009
Providian Financial/Washington Mutual January 2003 - January 2007
FleetBoston Bank 1998 - 2003
PNC Bank 1997 - 1998
The Bank of New York December 1996 - November 1997
Skills
Credit Risk, Risk Management, Investments, Financial Risk, Consumer Lending, Loans, Analytics, Finance, Management, Credit Analysis, Financial Services, Financial Modeling, Credit Cards, Financial Analysis, Strategy, Credit, Due Diligence, Portfolio Management, Data Mining, Banking, Mergers & Acquisitions, Corporate Finance, Business Intelligence, Payments, Segmentation, Capital Markets, Forecasting, SAS, Business Analysis, Commercial Banking, Relationship Management, Retail Banking
Education
University of Delaware 1995 — 1997
MBA, Finance
Renmin University of China 1989 — 1993
BA, International Economy
Allan Milchman's The Bank of New York Experience August 2000 - March 2002
Job Quality Assurance Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2014 - Present
JPMorgan Chase April 2013 - April 2014
JPMorgan Chase December 2011 - April 2013
P.S.C.H. INC November 2008 - July 2011
JPMorgan Chase May 2007 - September 2008
Citi Residential Lending (formerly Argent Mortgage) June 2002 - March 2007
The Bank of New York August 2000 - March 2002
LONG BEACH MORTGAGE January 1998 - January 2000
Accoutants on Call January 1996 - January 1998
Skills
Strategic Planning, Turn Around Management, Analysis, Identifying Trends, Problem Solving, Team Leadership, Personal Development, Mortgage Banking, Accounting, Management, Process Improvement, Leadership, Finance, Project Management, Microsoft Excel, Time Management, Outlook, Customer Service, Access, Business Analysis, Coaching, Data Analysis, Project Planning, Financial Analysis, Banking, Software Documentation, Vendor Management, Training, Teamwork, Customer Satisfaction, Risk Management, Sales, Mortgage Lending, Loans, Credit, Insurance, Loan Origination, Credit Analysis, Cash Management, Consumer Lending, Financial Services, Financial Risk, Loan Servicing, Residential Mortgages, Loss Mitigation, Refinance, Underwriting, FHA, Small Business Lending, Portfolio Management
Education
Saint John's University
MBA, Finance
YESHIVA UNIVERSITY / SY SYMS SCHOOL OF BUSINESS
BS, Accounting
JPMorgan Chase April 2014 - Present
JPMorgan Chase April 2013 - April 2014
JPMorgan Chase December 2011 - April 2013
P.S.C.H. INC November 2008 - July 2011
JPMorgan Chase May 2007 - September 2008
Citi Residential Lending (formerly Argent Mortgage) June 2002 - March 2007
The Bank of New York August 2000 - March 2002
LONG BEACH MORTGAGE January 1998 - January 2000
Accoutants on Call January 1996 - January 1998
Skills
Strategic Planning, Turn Around Management, Analysis, Identifying Trends, Problem Solving, Team Leadership, Personal Development, Mortgage Banking, Accounting, Management, Process Improvement, Leadership, Finance, Project Management, Microsoft Excel, Time Management, Outlook, Customer Service, Access, Business Analysis, Coaching, Data Analysis, Project Planning, Financial Analysis, Banking, Software Documentation, Vendor Management, Training, Teamwork, Customer Satisfaction, Risk Management, Sales, Mortgage Lending, Loans, Credit, Insurance, Loan Origination, Credit Analysis, Cash Management, Consumer Lending, Financial Services, Financial Risk, Loan Servicing, Residential Mortgages, Loss Mitigation, Refinance, Underwriting, FHA, Small Business Lending, Portfolio Management
Education
Saint John's University
MBA, Finance
YESHIVA UNIVERSITY / SY SYMS SCHOOL OF BUSINESS
BS, Accounting
Kelly McGuirl's The Bank of New York Experience November 2003 - January 2004
Job Executive Director at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
Morgan Stanley March 2015 - Present
BlackRock June 2012 - March 2015
BlackRock January 2009 - June 2012
BlackRock May 2006 - December 2008
KPMG January 2004 - April 2006
The Bank of New York November 2003 - January 2004
Salomon Smith Barney April 2000 - November 2003
New York Life Insurance Company June 1998 - April 2000
Skills
Financial Reporting, Auditing, Investment Management, Internal Controls, Mutual Funds, Operational Risk, Agency Relationship..., Expense Management, Budget Forecasts, Contractual Agreements, Agency Agreements, Business Process..., Best Practices, Invoice Verification, Transfer Agency, Finance, Alternative Investments, Fund Of Funds, Strategy, Management, Accounting, Financial Analysis
Education
Rowan University
BS, Accounting
Dwight Skerritt's The Bank of New York Experience June 1986 - June 1995
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse October 1999 - Present
Lehman Brothers July 1995 - October 1999
The Bank of New York June 1986 - June 1995
Bank of New York Mellon 1986 - 1995
Skills
Prime Brokerage, Fixed Income, Securities Lending, Equities, Trading, Asset Managment, Bloomberg, Collateral Management, Asset Management, Mutual Funds, Alternative Investments, Equity Derivatives, Financial Markets, Emerging Markets, Bonds, Swaps, Fund Of Funds, FX Options, Options, Electronic Trading, Credit Derivatives, ETFs, Hedge Funds, Capital Markets, Derivatives
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor's Degree, Economics
Credit Suisse October 1999 - Present
Lehman Brothers July 1995 - October 1999
The Bank of New York June 1986 - June 1995
Bank of New York Mellon 1986 - 1995
Skills
Prime Brokerage, Fixed Income, Securities Lending, Equities, Trading, Asset Managment, Bloomberg, Collateral Management, Asset Management, Mutual Funds, Alternative Investments, Equity Derivatives, Financial Markets, Emerging Markets, Bonds, Swaps, Fund Of Funds, FX Options, Options, Electronic Trading, Credit Derivatives, ETFs, Hedge Funds, Capital Markets, Derivatives
Education
Rutgers University-New Brunswick 1980 — 1984
Bachelor's Degree, Economics
Carol Lehn's The Bank of New York Experience May 1999 - July 2001
Job MDM Database Designer at PepsiCo
Industry Food & Beverages
Experience
PepsiCo November 2011 - Present
Technics Publishing 2007 - Present
PepsiCo January 2010 - November 2011
The Pepsi Bottling Group July 2001 - January 2010
The Bank of New York May 1999 - July 2001
Merrill Lynch May 1981 - May 1999
Skills
Database Design, Logical Data Modeling, Business Process Design, Data Modeling, Data Integration, Data Warehousing, Data Architecture, Business Analysis, Requirements Gathering, Metadata, Data Governance, Enterprise Architecture, Data Management, Master Data Management, Business Intelligence, Erwin, SDLC, Data Warehouse..., Data Quality, Databases, Solution Architecture, Agile Methodologies, Requirements Analysis, Integration
Education
Queens College 1976 — 1978
M.L.S., Library Science
New York University - Leonard N. Stern School of Business 1970 — 1972
B.S., Computer Science
Roslyn High School '68 1964 — 1968
PepsiCo November 2011 - Present
Technics Publishing 2007 - Present
PepsiCo January 2010 - November 2011
The Pepsi Bottling Group July 2001 - January 2010
The Bank of New York May 1999 - July 2001
Merrill Lynch May 1981 - May 1999
Skills
Database Design, Logical Data Modeling, Business Process Design, Data Modeling, Data Integration, Data Warehousing, Data Architecture, Business Analysis, Requirements Gathering, Metadata, Data Governance, Enterprise Architecture, Data Management, Master Data Management, Business Intelligence, Erwin, SDLC, Data Warehouse..., Data Quality, Databases, Solution Architecture, Agile Methodologies, Requirements Analysis, Integration
Education
Queens College 1976 — 1978
M.L.S., Library Science
New York University - Leonard N. Stern School of Business 1970 — 1972
B.S., Computer Science
Roslyn High School '68 1964 — 1968
Steven Belenky's The Bank of New York Experience March 2001 - March 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bear Stearns 2001 - Present
Prodapt 2010 - 2010
Covestic February 2007 - April 2007
Robert Half International November 2006 - February 2007
The Bank of New York March 2001 - March 2004
Bear Stearns 1993 - 2001
Bear Stearns 1993 - 2001
Education
Pace University - Lubin School of Business 1979 — 1983
University at Albany, SUNY 1973 — 1975
bs, mathematics
Bear Stearns 2001 - Present
Prodapt 2010 - 2010
Covestic February 2007 - April 2007
Robert Half International November 2006 - February 2007
The Bank of New York March 2001 - March 2004
Bear Stearns 1993 - 2001
Bear Stearns 1993 - 2001
Education
Pace University - Lubin School of Business 1979 — 1983
University at Albany, SUNY 1973 — 1975
bs, mathematics
Samantha Gumina's The Bank of New York Experience August 2004 - June 2007
Job Project Director at Perspectives Resources, Inc.
Industry Market Research
Experience
The Focus Room December 2009 - Present
Orlando Development Company June 2007 - December 2010
The Bank of New York August 2004 - June 2007
Skills
Market Research Project..., Qualitative Research, IDIs, Questionnaire Design, Customer Insight, Focus Groups, Behavioral Interviewing, Data Analysis, Marketing Research, Market Research
Education
Rider University 2000 — 2004
BA, Sociology and Legal Studies
The Focus Room December 2009 - Present
Orlando Development Company June 2007 - December 2010
The Bank of New York August 2004 - June 2007
Skills
Market Research Project..., Qualitative Research, IDIs, Questionnaire Design, Customer Insight, Focus Groups, Behavioral Interviewing, Data Analysis, Marketing Research, Market Research
Education
Rider University 2000 — 2004
BA, Sociology and Legal Studies
Tom Orrico's The Bank of New York Experience October 2006 - May 2014
Job Government Contracts, Financial Services, Risk and Control
Industry Banking
Experience
TJ Orrico Consulting December 2014 - Present
The Bank of New York October 2006 - May 2014
J.P. Morgan February 2001 - October 2006
Colson Services Corp. April 1986 - February 2001
Skills
Banking, Risk Management, Securities, Financial Services, Operational Risk..., Loans, Management, Business Analysis, Project Management, Operations Management, Financial Risk, Process Improvement, Operational Risk, Asset Managment, Portfolio Management, Credit, Finance, Business Process..., Strategic Planning, Capital Markets, Valuation, Auditing, Investment Banking, Commercial Lending, Equities, Investments, Financial Analysis, Forecasting, Budgets, Treasury Management, Funding, Small Business Lending, Fixed Income, Structured Finance, Team Building, Cash Management, Change Management, Commercial Banking, Back Office, Due Diligence, Mergers & Acquisitions, Relationship Management, Loan Origination, Executive Management, Strategy, Risk Analysis, Internal Controls, Settlement, AML, Call Centers
Education
Saint Peter's University 1970 — 1974
Saint Peter's University
Bachelor's degree, Political Science and Government
TJ Orrico Consulting December 2014 - Present
The Bank of New York October 2006 - May 2014
J.P. Morgan February 2001 - October 2006
Colson Services Corp. April 1986 - February 2001
Skills
Banking, Risk Management, Securities, Financial Services, Operational Risk..., Loans, Management, Business Analysis, Project Management, Operations Management, Financial Risk, Process Improvement, Operational Risk, Asset Managment, Portfolio Management, Credit, Finance, Business Process..., Strategic Planning, Capital Markets, Valuation, Auditing, Investment Banking, Commercial Lending, Equities, Investments, Financial Analysis, Forecasting, Budgets, Treasury Management, Funding, Small Business Lending, Fixed Income, Structured Finance, Team Building, Cash Management, Change Management, Commercial Banking, Back Office, Due Diligence, Mergers & Acquisitions, Relationship Management, Loan Origination, Executive Management, Strategy, Risk Analysis, Internal Controls, Settlement, AML, Call Centers
Education
Saint Peter's University 1970 — 1974
Saint Peter's University
Bachelor's degree, Political Science and Government
D. L. Peach Paulison's The Bank of New York Experience 1988 - 1994
Job Stylist
Industry Performing Arts
Experience
Nova Hair Salon April 2012 - Present
Shakespeare in the Industrial Park July 2005 - Present
Eep! Productions October 2008 - November 2010
Production Advisors, Inc. September 2006 - April 2009
The Bank of New York 1988 - 1994
AT&T 1982 - 1988
Skills
Budgets, Negotiation, Management, Human Resources, Policy, Contract Management, Auditing
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Seton Hall University
Nova Hair Salon April 2012 - Present
Shakespeare in the Industrial Park July 2005 - Present
Eep! Productions October 2008 - November 2010
Production Advisors, Inc. September 2006 - April 2009
The Bank of New York 1988 - 1994
AT&T 1982 - 1988
Skills
Budgets, Negotiation, Management, Human Resources, Policy, Contract Management, Auditing
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Seton Hall University
Kathleen O'Hare's The Bank of New York Experience 1988 - 1996
Job Retired
Industry Accounting
Experience
Deloitte TrusteeRegis CollegeJanuary 2008 - Present
Deloitte & Touche 1996 - June 2011
The Bank of New York 1988 - 1996
Touche Ross 1985 - 1988
Coopers & Lybrand 1980 - 1985
Education
Regis College 1965 — 1969
BA, Psychology/Math/Educ.
Deloitte TrusteeRegis CollegeJanuary 2008 - Present
Deloitte & Touche 1996 - June 2011
The Bank of New York 1988 - 1996
Touche Ross 1985 - 1988
Coopers & Lybrand 1980 - 1985
Education
Regis College 1965 — 1969
BA, Psychology/Math/Educ.
MARIANNA MAYER's The Bank of New York Experience 2000 - 2001
Job Process lead at Dun & Bradstreet
Industry Accounting
Experience
Dun and Bradstreet August 2014 - Present
Itochu Prominent February 2008 - April 2014
RSM McGladrey, Inc 2005 - 2008
American Express 2004 - 2005
Verizon 2003 - 2004
Price Waterhouse Coopers 2001 - 2002
The Bank of New York 2000 - 2001
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, SEC filings, Sarbanes-Oxley, Financial Analysis, Internal Audit, Forecasting, Microsoft Excel, Business Process..., US GAAP
Education
Seton Hall University 1996 — 2000
st joseph hill
Dun and Bradstreet August 2014 - Present
Itochu Prominent February 2008 - April 2014
RSM McGladrey, Inc 2005 - 2008
American Express 2004 - 2005
Verizon 2003 - 2004
Price Waterhouse Coopers 2001 - 2002
The Bank of New York 2000 - 2001
Skills
Financial Reporting, Accounting, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Accounting, SEC filings, Sarbanes-Oxley, Financial Analysis, Internal Audit, Forecasting, Microsoft Excel, Business Process..., US GAAP
Education
Seton Hall University 1996 — 2000
st joseph hill
Mike Pensari's The Bank of New York Experience November 2004 - Present
Job VP at The Bank of New York
Industry Banking
Experience
The Bank of New York November 2004 - Present
Education
Seton Hall University 1992 — 1996
M.A., Managent
The Bank of New York November 2004 - Present
Education
Seton Hall University 1992 — 1996
M.A., Managent
Reymar Torres's The Bank of New York Experience January 1990 - March 1998
Job Vice President/Relationship Manager at JP Morgan Investment Bank
Industry Banking
Experience
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
HSBC Bank USA March 1998 - December 2007
The Bank of New York January 1990 - March 1998
The Chase Manhattan Bank January 1989 - January 1990
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Economics
JPMorgan Chase 2008 - Present
J.P. Morgan 2008 - Present
HSBC Bank USA March 1998 - December 2007
The Bank of New York January 1990 - March 1998
The Chase Manhattan Bank January 1989 - January 1990
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
Bachelor of Arts (B.A.), Economics
Derrick Deardorff's The Bank of New York Experience 2006 - 2007
Job CFO at Tom Farms LLC, and CereServ Inc.
Industry Farming
Experience
Tom Farms LLC, and CereServ Inc. December 2014 - Present
CNH 2012 - 2014
Navistar Inc 2009 - 2012
Ford Motor Company 2009 - 2010
The Bank of New York 2006 - 2007
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Financial Forecasting, Finance, Analysis, Financial Reporting, Cash Flow, Hyperion HFM, Essbase, Budgeting, Cost Analysis, Capital Management, Hyperion Planning, Statistical Modeling, Statistical Data..., Data Analysis, Data Modeling, Variance Analysis, Accounting, Consolidation, Hyperion Enterprise
Education
Purdue University - Krannert School of Management 2007 — 2009
MBA
Purdue University - Krannert School of Management 2002 — 2005
Bachelor of Science
Tom Farms LLC, and CereServ Inc. December 2014 - Present
CNH 2012 - 2014
Navistar Inc 2009 - 2012
Ford Motor Company 2009 - 2010
The Bank of New York 2006 - 2007
Skills
Forecasting, Financial Analysis, Financial Modeling, Budgets, Financial Forecasting, Finance, Analysis, Financial Reporting, Cash Flow, Hyperion HFM, Essbase, Budgeting, Cost Analysis, Capital Management, Hyperion Planning, Statistical Modeling, Statistical Data..., Data Analysis, Data Modeling, Variance Analysis, Accounting, Consolidation, Hyperion Enterprise
Education
Purdue University - Krannert School of Management 2007 — 2009
MBA
Purdue University - Krannert School of Management 2002 — 2005
Bachelor of Science
Lauren Farrell's The Bank of New York Experience May 1990 - July 2004
Job SVP at Capital One Bank
Industry Banking
Experience
Capital One Bank March 2011 - Present
Capital One Bank May 2004 - March 2011
The Bank of New York May 1990 - July 2004
Skills
Risk Management, Treasury Management, Accounts Receivable, Financial Services, Commercial Banking, Management, Cash Management, Banking, Credit Risk, Capital Markets, Commercial Lending, Credit, Leadership, Business Strategy, Finance, Marketing Strategy, Electronic Payments, Portfolio Management, Credit Analysis, Financial Analysis, Relationship Management, Strategy, Sales, Financial Risk, Retail Banking, Payments, Loans, Credit Cards, Mortgage Lending, Treasury Services, Product Management, Small Business Lending
Education
Penn State University
Capital One Bank March 2011 - Present
Capital One Bank May 2004 - March 2011
The Bank of New York May 1990 - July 2004
Skills
Risk Management, Treasury Management, Accounts Receivable, Financial Services, Commercial Banking, Management, Cash Management, Banking, Credit Risk, Capital Markets, Commercial Lending, Credit, Leadership, Business Strategy, Finance, Marketing Strategy, Electronic Payments, Portfolio Management, Credit Analysis, Financial Analysis, Relationship Management, Strategy, Sales, Financial Risk, Retail Banking, Payments, Loans, Credit Cards, Mortgage Lending, Treasury Services, Product Management, Small Business Lending
Education
Penn State University
John Kalish's The Bank of New York Experience January 1991 - July 2007
Job Server Support and Information Security Retired
Industry Banking
Experience
The Bank of New York Mellon July 2007 - October 2008
The Bank of New York January 1991 - July 2007
Irving Trust Co. 1985 - 1990
Skills
Server Administration, Information Security..., Computer Security, Information Security, Project Management, CISSP, PMP, Vendor Management, Antivirus, Email Strategy, Database Administration, IT Service Management, Business Continuity, ITIL, Data Center, Disaster Recovery, IT Management
Education
Queens College 1962 — 1968
The Bank of New York Mellon July 2007 - October 2008
The Bank of New York January 1991 - July 2007
Irving Trust Co. 1985 - 1990
Skills
Server Administration, Information Security..., Computer Security, Information Security, Project Management, CISSP, PMP, Vendor Management, Antivirus, Email Strategy, Database Administration, IT Service Management, Business Continuity, ITIL, Data Center, Disaster Recovery, IT Management
Education
Queens College 1962 — 1968
Karina Borja Snyder's The Bank of New York Experience 1996 - 1997
Job Director North America Amaces Inc
Industry Banking
Experience
Amaces September 2012 - Present
RBC Dexia Investor Services September 2007 - September 2010
NIBC Bank (acquired FundPartners) January 2005 - July 2007
FundPartners January 2001 - January 2005
Fortis Bank 1999 - 2000
Bank of New York 1997 - 1999
The Bank of New York 1996 - 1997
Skills
Investments, Fixed Income, Financial Markets, Risk Management, Asset Managment, Private Equity, Mutual Funds, Finance, Analysis, Business Development, Start-ups, Banking, Venture Capital, Financial Services, Hedge Funds, Management, Asset Management
Education
Solvay Business School 1991 — 1992
MBA
Pontifícia Universidade Católica do Rio de Janeiro 1985 — 1990
Drs, Economics
Amaces September 2012 - Present
RBC Dexia Investor Services September 2007 - September 2010
NIBC Bank (acquired FundPartners) January 2005 - July 2007
FundPartners January 2001 - January 2005
Fortis Bank 1999 - 2000
Bank of New York 1997 - 1999
The Bank of New York 1996 - 1997
Skills
Investments, Fixed Income, Financial Markets, Risk Management, Asset Managment, Private Equity, Mutual Funds, Finance, Analysis, Business Development, Start-ups, Banking, Venture Capital, Financial Services, Hedge Funds, Management, Asset Management
Education
Solvay Business School 1991 — 1992
MBA
Pontifícia Universidade Católica do Rio de Janeiro 1985 — 1990
Drs, Economics
Mary Jean Milner's The Bank of New York Experience June 2000 - October 2010
Job Global Financial Institutions Client Service
Industry Banking
Experience
BNY Mellon October 2010 - Present
The Bank of New York June 2000 - October 2010
Skills
Fixed Income, Securities, Equities, Mutual Funds, Capital Markets, Derivatives, Management, Hedge Funds, Investments, Alternative Investments, Financial Services, Portfolio Management, Risk Management, Banking, Bloomberg, Asset Management, Financial Markets, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey-Newark
MBA, International Business
BNY Mellon October 2010 - Present
The Bank of New York June 2000 - October 2010
Skills
Fixed Income, Securities, Equities, Mutual Funds, Capital Markets, Derivatives, Management, Hedge Funds, Investments, Alternative Investments, Financial Services, Portfolio Management, Risk Management, Banking, Bloomberg, Asset Management, Financial Markets, Finance, Relationship Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts (BA), Economics
Rutgers, The State University of New Jersey-Newark
MBA, International Business
diana fabiano's The Bank of New York Experience May 1991 - October 1999
Job Client Director at SunGard
Industry Financial Services
Experience
SunGard June 2000 - Present
Deutsche Bank November 1999 - June 2000
The Bank of New York May 1991 - October 1999
Bank of America 1992 - 1993
Reich & Tang Funds September 1985 - April 1991
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Accounting
SunGard June 2000 - Present
Deutsche Bank November 1999 - June 2000
The Bank of New York May 1991 - October 1999
Bank of America 1992 - 1993
Reich & Tang Funds September 1985 - April 1991
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Accounting
Morris Armstrong's The Bank of New York Experience 1970 - 1976
Job Owner, Armstrong Financial Strategies
Industry Financial Services
Experience
Armstrong Financial Strategies January 2001 - Present
GiroCredit Bank January 1987 - 1994
ABN AMRO Bank N.V. 1981 - 1987
Bank of America 1976 - 1978
The Bank of New York 1970 - 1976
Skills
Strategic Planning, Customer Service, New Business Development, Marketing, Microsoft Office, Retirement Planning, Strategic Financial..., Project Management, Small Business, Team Building, Microsoft Excel, Marketing Strategy, Sales, Insurance, Sales Management, Negotiation, Estate Planning, Financial Analysis, Finance
Education
St. John's University, NY 1977 — 1978
Pace University - Lubin School of Business 1972 — 1977
BBA, Banking
Armstrong Financial Strategies January 2001 - Present
GiroCredit Bank January 1987 - 1994
ABN AMRO Bank N.V. 1981 - 1987
Bank of America 1976 - 1978
The Bank of New York 1970 - 1976
Skills
Strategic Planning, Customer Service, New Business Development, Marketing, Microsoft Office, Retirement Planning, Strategic Financial..., Project Management, Small Business, Team Building, Microsoft Excel, Marketing Strategy, Sales, Insurance, Sales Management, Negotiation, Estate Planning, Financial Analysis, Finance
Education
St. John's University, NY 1977 — 1978
Pace University - Lubin School of Business 1972 — 1977
BBA, Banking
Aidan Hand's The Bank of New York Experience June 2006 - March 2007
Job Branch Manager, VP at Capital One
Industry Banking
Experience
Capital One December 2010 - Present
Chase Bank May 2006 - December 2010
The Bank of New York June 2006 - March 2007
Hudson United Bank 2002 - 2006
Wachovia Bank June 2000 - November 2002
Skills
Banking, Mortgage Lending, Recruiting, Coaching, Business Analysis, Management, Customer Service, Small Business Lending, Microsoft Office, Process Improvement, Sales, Branch Management, Small Business, Commercial Banking, Retail, Loans, Retail Banking, Consumer Lending, Commercial Lending, Risk Management
Education
Ramapo College of New Jersey 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Rockland Community College 1992 — 1995
AS, Business
St. Margarette's School
Capital One December 2010 - Present
Chase Bank May 2006 - December 2010
The Bank of New York June 2006 - March 2007
Hudson United Bank 2002 - 2006
Wachovia Bank June 2000 - November 2002
Skills
Banking, Mortgage Lending, Recruiting, Coaching, Business Analysis, Management, Customer Service, Small Business Lending, Microsoft Office, Process Improvement, Sales, Branch Management, Small Business, Commercial Banking, Retail, Loans, Retail Banking, Consumer Lending, Commercial Lending, Risk Management
Education
Ramapo College of New Jersey 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Rockland Community College 1992 — 1995
AS, Business
St. Margarette's School
Robert Brinker's The Bank of New York Experience 1997 - 1999
Job Director Business Development
Industry Investment Management
Experience
Mellon Capital Management April 2014 - Present
The Bank of New York Mellon March 2012 - Present
The Bank of New York Mellon March 2010 - March 2012
Wilshire Private Markets Group September 2008 - March 2010
Bank of New York Mellon March 2003 - March 2008
Mellon Capital Management 1999 - 2003
The Bank of New York 1997 - 1999
The Bank of New York 1991 - 1997
Skills
Financial Services, Mutual Funds, Business Development, Sales Management, Management, Equities, Outsourcing, Investments, Strategic Planning, Leadership, Valuation, Relationship Management, Hedge Funds, Investment Management, Selling, Fixed Income, Sales, Product Development, Alternative Investments, Banking, Private Equity
Education
Robert Morris University
Bachelor of Science, Business Management
Mellon Capital Management April 2014 - Present
The Bank of New York Mellon March 2012 - Present
The Bank of New York Mellon March 2010 - March 2012
Wilshire Private Markets Group September 2008 - March 2010
Bank of New York Mellon March 2003 - March 2008
Mellon Capital Management 1999 - 2003
The Bank of New York 1997 - 1999
The Bank of New York 1991 - 1997
Skills
Financial Services, Mutual Funds, Business Development, Sales Management, Management, Equities, Outsourcing, Investments, Strategic Planning, Leadership, Valuation, Relationship Management, Hedge Funds, Investment Management, Selling, Fixed Income, Sales, Product Development, Alternative Investments, Banking, Private Equity
Education
Robert Morris University
Bachelor of Science, Business Management
Richard Estes's The Bank of New York Experience October 1997 - August 2007
Job Managing Director, Digital Markets, Markets Group
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
BNY Mellon January 2011 - December 2014
BNY Mellon August 2007 - December 2010
The Bank of New York October 1997 - August 2007
The Bank of New York October 1995 - October 1997
JP Morgan June 1991 - October 1995
JP Morgan October 1988 - June 1991
JP Morgan April 1987 - October 1988
ROI Controls September 1986 - February 1987
Skills
FX Options, Financial Markets, Trading, Investment Banking, Fixed Income, Capital Markets, Foreign Exchange, Equities, Derivatives, Product Management, Electronic Trading, E-commerce, Treasury Management, Hedge Funds, FX trading, Trading Systems, Market Data, Currency, Bloomberg, Securities, Equity Derivatives, Prime Brokerage, Commodity, Structured Products, Hedging, Swaps, Interest Rate..., Options, Emerging Markets, Equity Trading, Credit Derivatives, Money Market, Bonds, Alternative Investments, Back Office, Market Risk, Settlement, Rates
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance/International Business
Princeton University 1982 — 1986
AB, Romance Languages & Literature
BNY Mellon January 2015 - Present
BNY Mellon January 2011 - December 2014
BNY Mellon August 2007 - December 2010
The Bank of New York October 1997 - August 2007
The Bank of New York October 1995 - October 1997
JP Morgan June 1991 - October 1995
JP Morgan October 1988 - June 1991
JP Morgan April 1987 - October 1988
ROI Controls September 1986 - February 1987
Skills
FX Options, Financial Markets, Trading, Investment Banking, Fixed Income, Capital Markets, Foreign Exchange, Equities, Derivatives, Product Management, Electronic Trading, E-commerce, Treasury Management, Hedge Funds, FX trading, Trading Systems, Market Data, Currency, Bloomberg, Securities, Equity Derivatives, Prime Brokerage, Commodity, Structured Products, Hedging, Swaps, Interest Rate..., Options, Emerging Markets, Equity Trading, Credit Derivatives, Money Market, Bonds, Alternative Investments, Back Office, Market Risk, Settlement, Rates
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance/International Business
Princeton University 1982 — 1986
AB, Romance Languages & Literature
Joe Galdo's The Bank of New York Experience July 1991 - December 1993
Job Manager Financial Controls Unit at AIG
Industry Investment Management
Experience
AIG April 2014 - Present
Barclays Capital March 2012 - April 2014
AllianceBernstein June 2009 - April 2012
UBS Investment Bank May 2007 - April 2009
KPMG Advisory August 2003 - April 2007
JPMorgan Chase November 2001 - August 2002
Bankers Trust December 1993 - October 2001
The Bank of New York July 1991 - December 1993
Skills
Hedge Funds, Banking, Fixed Income, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Science, Accounting
AIG April 2014 - Present
Barclays Capital March 2012 - April 2014
AllianceBernstein June 2009 - April 2012
UBS Investment Bank May 2007 - April 2009
KPMG Advisory August 2003 - April 2007
JPMorgan Chase November 2001 - August 2002
Bankers Trust December 1993 - October 2001
The Bank of New York July 1991 - December 1993
Skills
Hedge Funds, Banking, Fixed Income, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1990
Bachelor of Science, Accounting
Joseph DeCanio's The Bank of New York Experience November 2000 - November 2006
Job Personal Banker at Banco Santander
Industry Financial Services
Experience
Santander Bank, N.A. October 2012 - Present
Brickhouse Coffee Inc March 2008 - September 2012
Western Asset Management July 2007 - January 2008
JPMorgan Chase November 2006 - July 2007
The Bank of New York November 2000 - November 2006
Sumitomo Trust & Banking Co December 1999 - November 2000
Brown Brothers Harriman & Co November 1998 - December 1999
W.P.H. Consultants LTD June 1994 - October 1998
Shearson Lehman Brothers September 1989 - May 1994
Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance
Education
Seton Hall University 1985 — 1989
BS, Business
Santander Bank, N.A. October 2012 - Present
Brickhouse Coffee Inc March 2008 - September 2012
Western Asset Management July 2007 - January 2008
JPMorgan Chase November 2006 - July 2007
The Bank of New York November 2000 - November 2006
Sumitomo Trust & Banking Co December 1999 - November 2000
Brown Brothers Harriman & Co November 1998 - December 1999
W.P.H. Consultants LTD June 1994 - October 1998
Shearson Lehman Brothers September 1989 - May 1994
Skills
Equities, Derivatives, Trading, Banking, Settlement, Mutual Funds, Investments, Corporate Actions, Financial Services, SWIFT payments, Account Reconciliation, Emerging Markets, Securities, Credit, Finance
Education
Seton Hall University 1985 — 1989
BS, Business
Steve Ratner's The Bank of New York Experience August 1982 - December 2004
Job SVP Managing Underwriter Capital One Equipment Finance Corp
Industry Banking
Experience
Capital One Bank January 2005 - Present
The Bank of New York August 1982 - December 2004
Bank Hapoalim, NY Branches 1977 - 1982
Bank of Tokyo Trust Company 1975 - 1977
Skills
Underwriting, Loans, Portfolio Management, Credit, Commercial Lending, Finance
Education
Pace University - Lubin School of Business 1971 — 1976
BBA, Accounting and Financial Management
Capital One Bank January 2005 - Present
The Bank of New York August 1982 - December 2004
Bank Hapoalim, NY Branches 1977 - 1982
Bank of Tokyo Trust Company 1975 - 1977
Skills
Underwriting, Loans, Portfolio Management, Credit, Commercial Lending, Finance
Education
Pace University - Lubin School of Business 1971 — 1976
BBA, Accounting and Financial Management
Peter DiMiceli's The Bank of New York Experience February 1993 - July 1996
Job Director Deloitte Advisory
Industry Financial Services
Experience
Deloitte July 1996 - Present
The Bank of New York February 1993 - July 1996
Colson Services Corp. September 1991 - January 1993
Skills
CMBS, Securitization, Valuation, Due Diligence, Structured Finance, Financial Modeling, Capital Markets, Financial Structuring, Financial Analysis, Real Estate Economics, Asset Managment
Education
Pace University - Lubin School of Business
Bachelor’s Degree
Deloitte July 1996 - Present
The Bank of New York February 1993 - July 1996
Colson Services Corp. September 1991 - January 1993
Skills
CMBS, Securitization, Valuation, Due Diligence, Structured Finance, Financial Modeling, Capital Markets, Financial Structuring, Financial Analysis, Real Estate Economics, Asset Managment
Education
Pace University - Lubin School of Business
Bachelor’s Degree
Matt Zupanc's The Bank of New York Experience November 2005 - November 2006
Job TIAACREF Operational Risk
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
Debra Furstenberg's The Bank of New York Experience January 1994 - October 1995
Job Co Owner/Chief Treat Officer at MoJo's Morsels
Industry Consumer Goods
Experience
MoJo's Morsels January 2012 - Present
4 Pets' Sake October 2010 - January 2012
Life's Abundance/HealthyPetNet May 2008 - January 2012
Correspondent Services Corporation October 2000 - April 2004
Citibank April 1997 - October 2000
National Financial October 1995 - August 1997
The Bank of New York January 1994 - October 1995
The Bank of New York February 1993 - January 1994
Skills
Pets, Non-profits, Dogs, Training, Financial Services, Small Business, Retail, Social Networking, Social Media, Animal Nutrition, Merchandising, Holistic Health, Investments, Sales, Customer Service, Operations Management, E-commerce, Time Management, Public Relations, Trade Shows, Public Speaking, Online Advertising, Online Marketing, Marketing, Team Building, Nonprofits, Sales Management, Strategic Planning, Blogging, Marketing Strategy, Brand Development, Account Management, New Business Development, Trading, Newsletters, Coaching, B2B, Fundraising, Email Marketing, Event Planning, Facebook, Wholesale, Marketing Communications
Education
Rutgers University-New Brunswick 1988 — 1992
B.A., Psychology
MoJo's Morsels January 2012 - Present
4 Pets' Sake October 2010 - January 2012
Life's Abundance/HealthyPetNet May 2008 - January 2012
Correspondent Services Corporation October 2000 - April 2004
Citibank April 1997 - October 2000
National Financial October 1995 - August 1997
The Bank of New York January 1994 - October 1995
The Bank of New York February 1993 - January 1994
Skills
Pets, Non-profits, Dogs, Training, Financial Services, Small Business, Retail, Social Networking, Social Media, Animal Nutrition, Merchandising, Holistic Health, Investments, Sales, Customer Service, Operations Management, E-commerce, Time Management, Public Relations, Trade Shows, Public Speaking, Online Advertising, Online Marketing, Marketing, Team Building, Nonprofits, Sales Management, Strategic Planning, Blogging, Marketing Strategy, Brand Development, Account Management, New Business Development, Trading, Newsletters, Coaching, B2B, Fundraising, Email Marketing, Event Planning, Facebook, Wholesale, Marketing Communications
Education
Rutgers University-New Brunswick 1988 — 1992
B.A., Psychology
Bill Daley's The Bank of New York Experience September 1991 - May 1993
Job Arch Investment Management
Industry Investment Management
Experience
Arch Investment Management VP Credit Analyst / StrategistArch Investment MangagementMay 2013 - Present
Gleacher and Company October 2009 - March 2012
ING Investment Management 2003 - 2008
Deerfield Capital Management April 2002 - August 2003
Zurich Scudder Investments July 1999 - April 2002
Allstate April 1996 - July 1999
A.T. Kearney May 1995 - May 1996
Moody's May 1993 - May 1995
The Bank of New York September 1991 - May 1993
Vermont Yankee Nuclear Power Corp December 1982 - September 1991
Skills
Portfolio Management, Investor Relations, Project Finance, Corporate Finance, Valuation, Credit Rating, Capital Structure, Treasury Management, Research, Energy, Credit Analysis, Investments, Fixed Income, Asset Management, Series 7, Strategic Financial..., Finance, Credit, Strategy, Hedge Funds, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1979
BA, Accounting / Economics
Arch Investment Management VP Credit Analyst / StrategistArch Investment MangagementMay 2013 - Present
Gleacher and Company October 2009 - March 2012
ING Investment Management 2003 - 2008
Deerfield Capital Management April 2002 - August 2003
Zurich Scudder Investments July 1999 - April 2002
Allstate April 1996 - July 1999
A.T. Kearney May 1995 - May 1996
Moody's May 1993 - May 1995
The Bank of New York September 1991 - May 1993
Vermont Yankee Nuclear Power Corp December 1982 - September 1991
Skills
Portfolio Management, Investor Relations, Project Finance, Corporate Finance, Valuation, Credit Rating, Capital Structure, Treasury Management, Research, Energy, Credit Analysis, Investments, Fixed Income, Asset Management, Series 7, Strategic Financial..., Finance, Credit, Strategy, Hedge Funds, Bloomberg
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1979
BA, Accounting / Economics
Jennifer Ortega-Riquelme's The Bank of New York Experience 2001 - 2006
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2010 - Present
Double Rock Corporation 2006 - 2010
The Bank of New York 2001 - 2006
Skills
Financial Services, SDLC, Equities, Requirements Analysis, Vendor Management, Business Analysis, Project Management, Training, Wealth Management, PMO, Banking, Asset Managment
Education
Saint Peter's University
BSBA
Neuberger Berman 2010 - Present
Double Rock Corporation 2006 - 2010
The Bank of New York 2001 - 2006
Skills
Financial Services, SDLC, Equities, Requirements Analysis, Vendor Management, Business Analysis, Project Management, Training, Wealth Management, PMO, Banking, Asset Managment
Education
Saint Peter's University
BSBA
Helen Franke's The Bank of New York Experience September 1996 - March 2000
Job Human Resources Professional
Industry Human Resources
Experience
Passaic County Community College October 2012 - Present
Center for Family Resources October 2010 - August 2012
The Bank of New York September 1996 - March 2000
Skills
Employee Engagement, Training, Performance Management, Organizational..., Leadership Development, Staff Development, Human Resources, Succession Planning, Recruiting, Coaching, Employee Training
Education
Ramapo College of New Jersey 2004 — 2006
Teaching Certificate, Elementary Education and Teaching
State University of New York College at Oneonta 1976 — 1979
Bachelor's degree, Business Economics
Passaic County Community College October 2012 - Present
Center for Family Resources October 2010 - August 2012
The Bank of New York September 1996 - March 2000
Skills
Employee Engagement, Training, Performance Management, Organizational..., Leadership Development, Staff Development, Human Resources, Succession Planning, Recruiting, Coaching, Employee Training
Education
Ramapo College of New Jersey 2004 — 2006
Teaching Certificate, Elementary Education and Teaching
State University of New York College at Oneonta 1976 — 1979
Bachelor's degree, Business Economics
Marek Zaleski's The Bank of New York Experience November 2000 - January 2006
Job Accountant
Industry Accounting
Experience
South Fork Accounting & Tax Services Inc. June 2012 - Present
UBS AG January 2006 - June 2010
The Bank of New York November 2000 - January 2006
The Suffolk County National Bank October 1998 - October 2000
Skills
Accounting, Budgets, Finance, Account Reconciliation, Banking, Financial Reporting, Bloomberg, Corporate Actions, Financial Analysis, Corporate Finance, Equities, Due Diligence, Securities, Hedge Funds, Derivatives, Valuation, Financial Modeling, Investments, Mutual Funds
Education
Pace University - Lubin School of Business 2009 — 2011
MS, Public Accounting
Pace University - Lubin School of Business 2003 — 2006
MBA, Financial Management
The State University of New York at Stony Brook 1996 — 1999
BA, Economics
South Fork Accounting & Tax Services Inc. June 2012 - Present
UBS AG January 2006 - June 2010
The Bank of New York November 2000 - January 2006
The Suffolk County National Bank October 1998 - October 2000
Skills
Accounting, Budgets, Finance, Account Reconciliation, Banking, Financial Reporting, Bloomberg, Corporate Actions, Financial Analysis, Corporate Finance, Equities, Due Diligence, Securities, Hedge Funds, Derivatives, Valuation, Financial Modeling, Investments, Mutual Funds
Education
Pace University - Lubin School of Business 2009 — 2011
MS, Public Accounting
Pace University - Lubin School of Business 2003 — 2006
MBA, Financial Management
The State University of New York at Stony Brook 1996 — 1999
BA, Economics
Richard Albarez's The Bank of New York Experience March 1993 - March 1997
Job Consultant at Point Management Group
Industry Financial Services
Experience
Point Management Group February 2015 - Present
Navigant July 2014 - Present
Bank of America Merrill Lynch August 2010 - July 2014
Merrill Lynch September 2009 - August 2010
BlackRock November 2002 - November 2008
BlackRock March 1997 - November 2002
The Bank of New York March 1993 - March 1997
Skills
Reference Data, Data Operations, Fixed Income, Equities, Derivatives, Prime Brokerage, Middle Office, Trading Operations, Client Integration, Data Mapping, Asset Managment, Trading Systems, Asset Management, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Capital Markets, Electronic Trading, Bonds, Swaps, Back Office, FX Options, Options, Portfolio Management, Corporate Actions, Mutual Funds, Financial Markets, Trading, Credit Derivatives, Relationship Management, Securities Lending, Investment Banking, Equity Trading, Market Data, Securities, Settlement, Collateral Management, ETFs, Market Risk, Bloomberg Terminal
Education
Rutgers University-New Brunswick 1989 — 1992
BS, Accounting
Wayne Valley HS
Point Management Group February 2015 - Present
Navigant July 2014 - Present
Bank of America Merrill Lynch August 2010 - July 2014
Merrill Lynch September 2009 - August 2010
BlackRock November 2002 - November 2008
BlackRock March 1997 - November 2002
The Bank of New York March 1993 - March 1997
Skills
Reference Data, Data Operations, Fixed Income, Equities, Derivatives, Prime Brokerage, Middle Office, Trading Operations, Client Integration, Data Mapping, Asset Managment, Trading Systems, Asset Management, Hedge Funds, Bloomberg, Financial Services, Alternative Investments, Capital Markets, Electronic Trading, Bonds, Swaps, Back Office, FX Options, Options, Portfolio Management, Corporate Actions, Mutual Funds, Financial Markets, Trading, Credit Derivatives, Relationship Management, Securities Lending, Investment Banking, Equity Trading, Market Data, Securities, Settlement, Collateral Management, ETFs, Market Risk, Bloomberg Terminal
Education
Rutgers University-New Brunswick 1989 — 1992
BS, Accounting
Wayne Valley HS
Paula Koprowski's The Bank of New York Experience 2003 - 2007
Job Marketing executive accomplished in global marketing disciplines
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2010 - Present
The Bank of New York Mellon November 2007 - February 2009
The Bank of New York 2003 - 2007
The Bank of New York 2000 - 2003
The Bank of New York 1999 - 2000
The Bank of New York 1995 - 1999
The Bank of New York 1990 - 1995
Skills
Financial Services, Marketing Strategy, Mutual Funds, Marketing, Securities, Strategic Planning, Asset Managment, Marketing Communications, Segmentation, Product Marketing, Equities, CRM, Business Relationship..., Collateral, Fixed Income, Integrated Marketing, Advertising, Brand Management, Investments, Marketing Management, Online Marketing, Strategy
Education
Queens College 1972 — 1974
BA, Psychology
Queen's College
Bachelor of Science (BS)
Pershing, a BNY Mellon company September 2010 - Present
The Bank of New York Mellon November 2007 - February 2009
The Bank of New York 2003 - 2007
The Bank of New York 2000 - 2003
The Bank of New York 1999 - 2000
The Bank of New York 1995 - 1999
The Bank of New York 1990 - 1995
Skills
Financial Services, Marketing Strategy, Mutual Funds, Marketing, Securities, Strategic Planning, Asset Managment, Marketing Communications, Segmentation, Product Marketing, Equities, CRM, Business Relationship..., Collateral, Fixed Income, Integrated Marketing, Advertising, Brand Management, Investments, Marketing Management, Online Marketing, Strategy
Education
Queens College 1972 — 1974
BA, Psychology
Queen's College
Bachelor of Science (BS)
Steven Finklea's The Bank of New York Experience October 1995 - March 1999
Job Vice President at U.S. Bank National Association
Industry Banking
Experience
U.S. Bank National Association 2005 - Present
Wachovia Bank, National Association August 2003 - September 2006
National City Bank March 1999 - August 2003
The Bank of New York October 1995 - March 1999
Corestates Bank October 1993 - October 1995
United Jersey Bank June 1987 - October 1993
Bankers Trust Company (NYC) November 1984 - January 1987
First Fidelity Bank 1987 - 1987
Skills
Corporate Trust, Banking, Capital Markets, Business Development, Portfolio Management, Financial Services, Risk Management, Investments, Management, Credit, Loans, Financial Analysis, Fixed Income, Finance
Education
American Banker's Association's Business of Banking School 2001 — 2001
Bank Management
Cannon Financial Institute's Institute of Certified Bankers 1992 — 1999
Certified Corporate Trust Specialist, Corporate Trust
Seton Hall University
B.A., English
U.S. Bank National Association 2005 - Present
Wachovia Bank, National Association August 2003 - September 2006
National City Bank March 1999 - August 2003
The Bank of New York October 1995 - March 1999
Corestates Bank October 1993 - October 1995
United Jersey Bank June 1987 - October 1993
Bankers Trust Company (NYC) November 1984 - January 1987
First Fidelity Bank 1987 - 1987
Skills
Corporate Trust, Banking, Capital Markets, Business Development, Portfolio Management, Financial Services, Risk Management, Investments, Management, Credit, Loans, Financial Analysis, Fixed Income, Finance
Education
American Banker's Association's Business of Banking School 2001 — 2001
Bank Management
Cannon Financial Institute's Institute of Certified Bankers 1992 — 1999
Certified Corporate Trust Specialist, Corporate Trust
Seton Hall University
B.A., English
Ed Chonko's The Bank of New York Experience June 1998 - July 1999
Job Relationship Manager / Senior Vice President at PNC Business Credit
Industry Banking
Experience
PNC Business Credit March 2012 - Present
NJ CFA 1999 - Present
HSBC Business Credit August 2007 - March 2012
PNC Business Credit (acquired U.S. division of National Bank of Canada) January 2002 - August 2007
National Bank of Canada July 1999 - January 2002
The Bank of New York June 1998 - July 1999
The Bank of New York December 1993 - September 1996
Skills
Asset Based Lending, Credit, Loans, Banking, Portfolio Management, Credit Analysis, Commercial Lending, Risk Management, Financial Analysis, Commercial Banking, Underwriting, Valuation, Cash Flow, Equities, Credit Risk, Financial Risk, Internal Audit, Cash Management, Finance, Restructuring, Mergers & Acquisitions, Financial Modeling, Capital Markets, Derivatives, Analysis, Corporate Finance
Education
Saint Peter's University 2001 — 2003
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Business Management
PNC Business Credit March 2012 - Present
NJ CFA 1999 - Present
HSBC Business Credit August 2007 - March 2012
PNC Business Credit (acquired U.S. division of National Bank of Canada) January 2002 - August 2007
National Bank of Canada July 1999 - January 2002
The Bank of New York June 1998 - July 1999
The Bank of New York December 1993 - September 1996
Skills
Asset Based Lending, Credit, Loans, Banking, Portfolio Management, Credit Analysis, Commercial Lending, Risk Management, Financial Analysis, Commercial Banking, Underwriting, Valuation, Cash Flow, Equities, Credit Risk, Financial Risk, Internal Audit, Cash Management, Finance, Restructuring, Mergers & Acquisitions, Financial Modeling, Capital Markets, Derivatives, Analysis, Corporate Finance
Education
Saint Peter's University 2001 — 2003
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Business Management
James Riddlestorffer's The Bank of New York Experience June 1995 - June 2007
Job Vice President at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon November 2008 - Present
Fortis Bank July 2007 - November 2008
The Bank of New York June 1995 - June 2007
Chemical Bank March 1993 - May 1995
National Community Bank of NJ July 1987 - March 1993
Skills
FX Options, Loans, Banking, Credit, Risk Management, Credit Risk, Portfolio Management, Mergers & Acquisitions, Bloomberg, Leadership, Equities, Auditing
Education
Princeton Theological Seminary 1983 — 1984
Incomplete, Masters of Divinity
Rutgers University-New Brunswick 1981 — 1983
BA, Economics, Religion
The Bank of New York Mellon November 2008 - Present
Fortis Bank July 2007 - November 2008
The Bank of New York June 1995 - June 2007
Chemical Bank March 1993 - May 1995
National Community Bank of NJ July 1987 - March 1993
Skills
FX Options, Loans, Banking, Credit, Risk Management, Credit Risk, Portfolio Management, Mergers & Acquisitions, Bloomberg, Leadership, Equities, Auditing
Education
Princeton Theological Seminary 1983 — 1984
Incomplete, Masters of Divinity
Rutgers University-New Brunswick 1981 — 1983
BA, Economics, Religion
Rita Wyatt's The Bank of New York Experience 2000 - 2001
Job Senior Vice President, Accounting Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass April 2001 - Present
The Bank of New York 2000 - 2001
AmSouth Bank 1994 - 2000
AmSouth Bank 1994 - 1998
AmSouth Bank 1994 - 1997
Skills
Commercial Lending, Banking, Portfolio Management, Credit, Mutual Funds, Customer Service, Retail Banking, Commercial Banking, Loans
Education
Samford University 1985 — 1990
B.S. in Business Admin., Marketing
Scottsboro High School 1981 — 1985
BBVA Compass April 2001 - Present
The Bank of New York 2000 - 2001
AmSouth Bank 1994 - 2000
AmSouth Bank 1994 - 1998
AmSouth Bank 1994 - 1997
Skills
Commercial Lending, Banking, Portfolio Management, Credit, Mutual Funds, Customer Service, Retail Banking, Commercial Banking, Loans
Education
Samford University 1985 — 1990
B.S. in Business Admin., Marketing
Scottsboro High School 1981 — 1985
Jeffrey (Jeff) Oleske's The Bank of New York Experience 1985 - 2000
Job Director at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
BMO Harris Bank July 2006 - March 2013
Citibank 2000 - 2006
The Bank of New York 1985 - 2000
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Payments, Financial Institutions, Financial Risk, Internet Banking, Financial Services, Leadership, Product Development, Product Management, Credit Cards, Credit Analysis, Portfolio Management, Risk Management, Team Building, Mergers & Acquisitions, Operations Management, Treasury Services, Relationship Management, Executive Management, Cross-functional Team..., Business Strategy, Management, Electronic Payments, Commercial Lending, AML, Cross Selling, Finance, Liquidity Management, Operational Risk
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration
St Peters College
Bachelor of Science (BS), Business Administration and Management, General
Bank of America June 2013 - Present
BMO Harris Bank July 2006 - March 2013
Citibank 2000 - 2006
The Bank of New York 1985 - 2000
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Payments, Financial Institutions, Financial Risk, Internet Banking, Financial Services, Leadership, Product Development, Product Management, Credit Cards, Credit Analysis, Portfolio Management, Risk Management, Team Building, Mergers & Acquisitions, Operations Management, Treasury Services, Relationship Management, Executive Management, Cross-functional Team..., Business Strategy, Management, Electronic Payments, Commercial Lending, AML, Cross Selling, Finance, Liquidity Management, Operational Risk
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration
St Peters College
Bachelor of Science (BS), Business Administration and Management, General
Scott Barnett's The Bank of New York Experience September 1988 - April 1993
Job Executive Director / Team Leader Head of Underwriting for Morgan Stanley Private Bank NA's Tailored Lending Group.
Industry Financial Services
Experience
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
Chris Kavanagh's The Bank of New York Experience January 1995 - July 1997
Job First Vice President Director of Trust Services at Valley National Bank
Industry Financial Services
Experience
Valley National Bank October 2014 - Present
Deutsche Bank Trust Company October 2012 - October 2014
US Trust June 2004 - October 2012
Bergen County Estate Planners' Association 2000 - 2010
Fiduciary Trust Company May 2000 - March 2004
US Trust July 1997 - May 2000
The Bank of New York January 1995 - July 1997
Skills
Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Trusts, Asset Allocation, Asset Managment, Estate Administration, Trust Management, Strategic Financial..., Portfolio Management, Fiduciary
Education
Quinnipiac University School of Law 1991 — 1994
J.D.
Washington and Lee University 1987 — 1991
BA, History
Valley National Bank October 2014 - Present
Deutsche Bank Trust Company October 2012 - October 2014
US Trust June 2004 - October 2012
Bergen County Estate Planners' Association 2000 - 2010
Fiduciary Trust Company May 2000 - March 2004
US Trust July 1997 - May 2000
The Bank of New York January 1995 - July 1997
Skills
Estate Planning, Trust Services, Wealth Management..., High Net Worth..., Trusts, Asset Allocation, Asset Managment, Estate Administration, Trust Management, Strategic Financial..., Portfolio Management, Fiduciary
Education
Quinnipiac University School of Law 1991 — 1994
J.D.
Washington and Lee University 1987 — 1991
BA, History
Kevin Ruebenstahl's The Bank of New York Experience June 1991 - January 1997
Job Head of Global Product Management for Depositary Receipts at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2012 - Present
The Bank of New York Mellon August 2010 - Present
BNY ConvergEx March 1999 - August 2010
BNY ConvergEx January 2002 - December 2009
The Bank of New York June 1991 - January 1997
The Bank of New York June 1986 - June 1991
Skills
Equities, Securities, Series 7, Capital Markets, Bloomberg, Derivatives
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1990 — 1991
MBA, Finance, Environmental Policy Mgt, Org Behavior
Rensselaer Polytechnic Institute 1984 — 1986
BS, Management Systems, Economics
BNY Mellon November 2012 - Present
The Bank of New York Mellon August 2010 - Present
BNY ConvergEx March 1999 - August 2010
BNY ConvergEx January 2002 - December 2009
The Bank of New York June 1991 - January 1997
The Bank of New York June 1986 - June 1991
Skills
Equities, Securities, Series 7, Capital Markets, Bloomberg, Derivatives
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1990 — 1991
MBA, Finance, Environmental Policy Mgt, Org Behavior
Rensselaer Polytechnic Institute 1984 — 1986
BS, Management Systems, Economics
Neil Piro's The Bank of New York Experience October 2003 - October 2006
Job Human Resources Business Partner at The TriZetto Corporation
Industry Information Technology and Services
Experience
The TriZetto Corporation August 2008 - Present
JPMorgan Chase November 2006 - April 2008
The Bank of New York October 2003 - October 2006
Thomson Financial May 1996 - October 2003
Thomson Financial October 1995 - May 1996
Skills
Talent Management, Performance Management, Employee Relations, HRIS, Talent Acquisition, Human Resources, Onboarding
Education
Seton Hall University 1986 — 1990
Bachelor's degree, Communications
The TriZetto Corporation August 2008 - Present
JPMorgan Chase November 2006 - April 2008
The Bank of New York October 2003 - October 2006
Thomson Financial May 1996 - October 2003
Thomson Financial October 1995 - May 1996
Skills
Talent Management, Performance Management, Employee Relations, HRIS, Talent Acquisition, Human Resources, Onboarding
Education
Seton Hall University 1986 — 1990
Bachelor's degree, Communications
Dennis Granelli's The Bank of New York Experience October 2002 - August 2006
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America January 2011 - Present
The Bank of New York October 2002 - August 2006
The Bank of New York October 2002 - January 2003
MetLife 1998 - 2002
Bankers Trust 1995 - 2000
Skills
Financial Services, Fixed Income, Loans, Relationship Management, Banking, Management, Process Improvement, Equities, Portfolio Management
Education
Saint Peter's University 1991 — 1995
BS, Computer Science/MIS
Bank of America January 2011 - Present
The Bank of New York October 2002 - August 2006
The Bank of New York October 2002 - January 2003
MetLife 1998 - 2002
Bankers Trust 1995 - 2000
Skills
Financial Services, Fixed Income, Loans, Relationship Management, Banking, Management, Process Improvement, Equities, Portfolio Management
Education
Saint Peter's University 1991 — 1995
BS, Computer Science/MIS
Timothy G Sweeney's The Bank of New York Experience June 2008 - July 2008
Job Sr Business Analyst at Gateway Health Plan
Industry Information Technology and Services
Experience
Gateway Health March 2015 - Present
Gentech August 2014 - Present
Business Analyst at Highmark, Inc. January 2012 - August 2014
TEKsystems 2010 - 2012
ServiceLink 2009 - 2010
Highmark, Inc September 2008 - August 2009
R J DePaul and Associates, Inc June 2008 - August 2009
Highmark Blue Cross Blue Shield 2006 - 2009
The Bank of New York June 2008 - July 2008
Immune Tolerance Network October 2007 - June 2008
Skills
Business Analysis, Project Management, Business Process, Analysis, Project Planning, Information Technology, SDLC, MS Project, Visio, Testing, Business Intelligence, Software Project..., Quality Assurance, Requirements Analysis
Education
Robert Morris University 1979 — 1983
Bachelor of Science, Business Information Systems
Mt Lebanon High School 1974 — 1977
Gateway Health March 2015 - Present
Gentech August 2014 - Present
Business Analyst at Highmark, Inc. January 2012 - August 2014
TEKsystems 2010 - 2012
ServiceLink 2009 - 2010
Highmark, Inc September 2008 - August 2009
R J DePaul and Associates, Inc June 2008 - August 2009
Highmark Blue Cross Blue Shield 2006 - 2009
The Bank of New York June 2008 - July 2008
Immune Tolerance Network October 2007 - June 2008
Skills
Business Analysis, Project Management, Business Process, Analysis, Project Planning, Information Technology, SDLC, MS Project, Visio, Testing, Business Intelligence, Software Project..., Quality Assurance, Requirements Analysis
Education
Robert Morris University 1979 — 1983
Bachelor of Science, Business Information Systems
Mt Lebanon High School 1974 — 1977
Lisa Gallo-Conklin's The Bank of New York Experience 1992 - 1995
Job AVP at PeapackGladstone Bank Private Banking since 1921
Industry Banking
Experience
Peapack-Gladstone Bank Private Banking since 1921 October 2014 - Present
The Promise Foundation 2009 - Present
The Bank of New York 1992 - 1995
First Fidelity Bank 1990 - 1992
First National State Bank 1984 - 1990
Skills
Strategic Sales..., Marketing, People Skills, Highly motivated..., Highly responsible, Highly resourceful, Leadership, Social Media, Marketing Strategy, Sales, Strategic Planning, Banking, Public Speaking, Credit
Education
Fairleigh Dickinson University-Florham Campus 1986 — 1989
Master's Degree, International Business/Trade/Commerce
Skidmore College 1980 — 1984
Bachelor's Degree, Business/Commerce, General
Peapack-Gladstone Bank Private Banking since 1921 October 2014 - Present
The Promise Foundation 2009 - Present
The Bank of New York 1992 - 1995
First Fidelity Bank 1990 - 1992
First National State Bank 1984 - 1990
Skills
Strategic Sales..., Marketing, People Skills, Highly motivated..., Highly responsible, Highly resourceful, Leadership, Social Media, Marketing Strategy, Sales, Strategic Planning, Banking, Public Speaking, Credit
Education
Fairleigh Dickinson University-Florham Campus 1986 — 1989
Master's Degree, International Business/Trade/Commerce
Skidmore College 1980 — 1984
Bachelor's Degree, Business/Commerce, General
W. Paul Alvarez's The Bank of New York Experience July 2003 - January 2006
Job J.D. Candidate at Pace University School of Law
Industry Law Practice
Experience
Alvarez Cleaning Service Inc. January 2008 - Present
Julie Mullaney Attorney at Law March 2008 - January 2014
The Bank of New York July 2003 - January 2006
Skills
Securities, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Notary Public, Spanish-English, Paralegals, Customer Service, Sales, Contract Negotiation, Public Speaking, Insurance, Government, Microsoft Word, Facebook, Strategic Planning, Management, Social Media
Education
Pace University School of Law 2014 — 2016
Juris Doctor (J.D.), Law
State University of New York College at Oneonta 2001 — 2005
Bachelor, Political Science and Spanish
Alvarez Cleaning Service Inc. January 2008 - Present
Julie Mullaney Attorney at Law March 2008 - January 2014
The Bank of New York July 2003 - January 2006
Skills
Securities, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Notary Public, Spanish-English, Paralegals, Customer Service, Sales, Contract Negotiation, Public Speaking, Insurance, Government, Microsoft Word, Facebook, Strategic Planning, Management, Social Media
Education
Pace University School of Law 2014 — 2016
Juris Doctor (J.D.), Law
State University of New York College at Oneonta 2001 — 2005
Bachelor, Political Science and Spanish
Bonnie Heib, CLE's The Bank of New York Experience 1996 - 2005
Job AVP Lending at Municipal Credit Union
Industry Banking
Experience
Municipal Credit Union April 2007 - Present
Hudson Heritage Federal Credit Union 2005 - 2007
The Bank of New York 1996 - 2005
Skills
Credit, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Commercial Lending, Underwriting, Credit Unions, Retail Banking, Loan Origination, Risk Management, Mortgage Banking, Cash Management, Customer Service, Consumer Lending
Education
Mount Saint Mary College 2006 — 2009
Bachelor's degree, Accounting and Finance
Orange County Community College
Associate's degree, Business Administration and Management, General
Pace University School of Law
Municipal Credit Union April 2007 - Present
Hudson Heritage Federal Credit Union 2005 - 2007
The Bank of New York 1996 - 2005
Skills
Credit, Credit Analysis, Banking, Mortgage Lending, Credit Risk, Commercial Lending, Underwriting, Credit Unions, Retail Banking, Loan Origination, Risk Management, Mortgage Banking, Cash Management, Customer Service, Consumer Lending
Education
Mount Saint Mary College 2006 — 2009
Bachelor's degree, Accounting and Finance
Orange County Community College
Associate's degree, Business Administration and Management, General
Pace University School of Law
Biljana Cvetkovski's The Bank of New York Experience June 1998 - May 2000
Job Banking Center Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank January 2001 - Present
The Bank Of New York June 1998 - May 2000
Skills
Commercial Banking, Small Business Lending, Retail Banking, Lines Of Credit, Deposits, Loans, Banking, Consumer Lending, Branch Management, Mortgage Lending, Commercial Mortgages, Cross Selling, Commercial Lending, Branch Banking, Credit, Loan Origination, Mortgage Banking, Treasury Management, Portfolio Management, Credit Risk, SBA, Customer Service, Leadership, Sales, Team Building, Relationship Management, Risk Management, Home Equity Lines of..., Credit Cards
Education
Ramapo College of New Jersey 1996 — 1998
International Business and Studies
Comerica Bank January 2001 - Present
The Bank Of New York June 1998 - May 2000
Skills
Commercial Banking, Small Business Lending, Retail Banking, Lines Of Credit, Deposits, Loans, Banking, Consumer Lending, Branch Management, Mortgage Lending, Commercial Mortgages, Cross Selling, Commercial Lending, Branch Banking, Credit, Loan Origination, Mortgage Banking, Treasury Management, Portfolio Management, Credit Risk, SBA, Customer Service, Leadership, Sales, Team Building, Relationship Management, Risk Management, Home Equity Lines of..., Credit Cards
Education
Ramapo College of New Jersey 1996 — 1998
International Business and Studies
Greg Fusilli's The Bank of New York Experience 1999 - 2006
Job Executive Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2006 - Present
JPMChase October 2006 - May 2013
The Bank of New York 1999 - 2006
BNY Mellon 1986 - 2006
The Bank of New York Mellon 1986 - 2006
Skills
Banking, Retail Banking, Financial Services, Portfolio Management, Credit, Small Business Lending
Education
Saint Peter's University 1977 — 1981
Accounting and Finance
JPMorgan Chase October 2006 - Present
JPMChase October 2006 - May 2013
The Bank of New York 1999 - 2006
BNY Mellon 1986 - 2006
The Bank of New York Mellon 1986 - 2006
Skills
Banking, Retail Banking, Financial Services, Portfolio Management, Credit, Small Business Lending
Education
Saint Peter's University 1977 — 1981
Accounting and Finance
McGowan Carmine's The Bank of New York Experience July 1995 - December 1995
Job Vice President Strategic Planning & Development at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company January 2012 - Present
Fiduciary Trust Company August 2006 - December 2011
Fiduciary Trust Company June 1999 - August 2006
Fiduciary Trust Company June 1997 - June 1999
Fiduciary Trust Company December 1995 - June 1997
The Bank of New York July 1995 - December 1995
Ernst & Young September 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Project Management, Financial Services, Relationship Management, Asset Managment, Equities, Mutual Funds, Wealth Management, Securities, Alternative Investments, Bloomberg, Investments, Asset Allocation, Banking, Business Analysis, Due Diligence, Capital Markets, Asset Management, Financial Markets, Equity Trading, Hedge Funds, Wealth Management...
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Financial Management
St. Francis College 1989 — 1993
BS, Business Management
Fiduciary Trust Company January 2012 - Present
Fiduciary Trust Company August 2006 - December 2011
Fiduciary Trust Company June 1999 - August 2006
Fiduciary Trust Company June 1997 - June 1999
Fiduciary Trust Company December 1995 - June 1997
The Bank of New York July 1995 - December 1995
Ernst & Young September 1993 - July 1995
Skills
Fixed Income, Portfolio Management, Project Management, Financial Services, Relationship Management, Asset Managment, Equities, Mutual Funds, Wealth Management, Securities, Alternative Investments, Bloomberg, Investments, Asset Allocation, Banking, Business Analysis, Due Diligence, Capital Markets, Asset Management, Financial Markets, Equity Trading, Hedge Funds, Wealth Management...
Education
Pace University - Lubin School of Business 1998 — 2000
MBA, Financial Management
St. Francis College 1989 — 1993
BS, Business Management
Deborah Brim's The Bank of New York Experience August 1996 - October 2000
Job PNC Relationship Manager & Business Advisor
Industry Financial Services
Experience
PNC July 2014 - Present
Boys and Girls Club of Paterson & Passaic June 2010 - Present
Bergen Bike & Run 1995 - 2015
PNC Bank October 2000 - July 2014
The Volunteer Center of Bergen County 2003 - 2009
The Bank of New York August 1996 - October 2000
United Jersey Bank / Summit Bank 1990 - 1996
Skills
Portfolio Management, Finance, Loans, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Asset Based Lending, Financial Analysis, Middle Market, Commercial Mortgages, Credit, Credit Analysis, Treasury Management, Fundraising, Financial Structuring, Investments, Series 63, Relationship Management, Loan Origination, Corporate Finance, Capital Markets, Cash Management, Real Estate, Strategic Planning, Underwriting, Sales Management, Lines Of Credit, Factoring, Risk Management, New Business Development, Due Diligence, Fixed Income, Analysis, Accounting, Consumer Lending, Small Business, Mergers & Acquisitions, Wealth Management, Financial Services, Management, Executive Management, Mortgage Lending, Series 7, Retail Banking, Budgets, Financial Modeling, Credit Risk, Negotiation, Financial Reporting
Education
Seton Hall University 1997 — 2000
MBA, Finance
PNC July 2014 - Present
Boys and Girls Club of Paterson & Passaic June 2010 - Present
Bergen Bike & Run 1995 - 2015
PNC Bank October 2000 - July 2014
The Volunteer Center of Bergen County 2003 - 2009
The Bank of New York August 1996 - October 2000
United Jersey Bank / Summit Bank 1990 - 1996
Skills
Portfolio Management, Finance, Loans, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Asset Based Lending, Financial Analysis, Middle Market, Commercial Mortgages, Credit, Credit Analysis, Treasury Management, Fundraising, Financial Structuring, Investments, Series 63, Relationship Management, Loan Origination, Corporate Finance, Capital Markets, Cash Management, Real Estate, Strategic Planning, Underwriting, Sales Management, Lines Of Credit, Factoring, Risk Management, New Business Development, Due Diligence, Fixed Income, Analysis, Accounting, Consumer Lending, Small Business, Mergers & Acquisitions, Wealth Management, Financial Services, Management, Executive Management, Mortgage Lending, Series 7, Retail Banking, Budgets, Financial Modeling, Credit Risk, Negotiation, Financial Reporting
Education
Seton Hall University 1997 — 2000
MBA, Finance
Christopher Crapo's The Bank of New York Experience May 1988 - March 1989
Job Assistant Controller at ShelterPoint Life Insurance Company
Industry Accounting
Experience
ShelterPoint Life June 2010 - Present
Brookfield Operations Management Services LLC March 2005 - April 2010
The Guardian Life Insurance Company September 1998 - February 2005
The Guardian Life Insurance Company March 1998 - September 1998
The Guardian Life Insurance Company August 1996 - March 1998
The Guardian Life Insurance Company August 1992 - August 1996
The Guardian Life Insurance Company August 1990 - August 1992
GLICKENHAUS & CO March 1989 - August 1990
The Bank of New York May 1988 - March 1989
THE DREYFUS CORPORATION May 1985 - May 1988
Skills
Investments, Asset Management, Accounting, GAAP, Insurance, Financial Reporting, Statutory Accounting, Microsoft Excel, Finance, Internal Audit, Internal Controls, Financial Statements, Account Reconciliation, Payroll, Auditing, Tax, Accounts Payable
Education
St. John's University 1980 — 1984
B.S, Accounting
Holy Cross High School
olbs
Bachelor of Science (BS), Accounting
ShelterPoint Life June 2010 - Present
Brookfield Operations Management Services LLC March 2005 - April 2010
The Guardian Life Insurance Company September 1998 - February 2005
The Guardian Life Insurance Company March 1998 - September 1998
The Guardian Life Insurance Company August 1996 - March 1998
The Guardian Life Insurance Company August 1992 - August 1996
The Guardian Life Insurance Company August 1990 - August 1992
GLICKENHAUS & CO March 1989 - August 1990
The Bank of New York May 1988 - March 1989
THE DREYFUS CORPORATION May 1985 - May 1988
Skills
Investments, Asset Management, Accounting, GAAP, Insurance, Financial Reporting, Statutory Accounting, Microsoft Excel, Finance, Internal Audit, Internal Controls, Financial Statements, Account Reconciliation, Payroll, Auditing, Tax, Accounts Payable
Education
St. John's University 1980 — 1984
B.S, Accounting
Holy Cross High School
olbs
Bachelor of Science (BS), Accounting
Altovise T. Addison's The Bank of New York Experience October 1997 - February 2007
Job Operations Specialist at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless July 2011 - Present
MJR Partners, Inc July 2010 - July 2011
Sovereign Bank May 2007 - May 2009
The Bank of New York October 1997 - February 2007
Skills
Business Development, Customer Service, Customer Retention, Banking, Customer Satisfaction, Customer Experience, Microsoft Word, Relationship Management, Insurance, Cross Selling, Microsoft Excel, Training, CRM, New Business Development, Sales
Education
Saint Peter's University 1997 — 2001
BA, Marketing Management
Verizon Wireless July 2011 - Present
MJR Partners, Inc July 2010 - July 2011
Sovereign Bank May 2007 - May 2009
The Bank of New York October 1997 - February 2007
Skills
Business Development, Customer Service, Customer Retention, Banking, Customer Satisfaction, Customer Experience, Microsoft Word, Relationship Management, Insurance, Cross Selling, Microsoft Excel, Training, CRM, New Business Development, Sales
Education
Saint Peter's University 1997 — 2001
BA, Marketing Management
Bruce Zuccaro's The Bank of New York Experience June 1986 - July 2005
Job DWAC at American Stock Transfer & Trust Company, LLC
Industry Financial Services
Experience
American Stock Transfer & Trust Company, LLC September 2014 - Present
Continental Stock Transfer and Trust Company November 2007 - March 2011
American Stock Transfer January 2006 - October 2006
The Bank of New York June 1986 - July 2005
The Bank of New York June 1997 - January 2001
The Bank of New York September 1992 - May 1997
The Bank of New York May 1990 - March 1991
The Bank of New York June 1989 - May 1990
The Bank of New York July 1986 - July 1988
Skills
Equities, Securities, Corporate Actions, Mergers, Mutual Funds, Mergers & Acquisitions, Cash Management, Analysis, Financial Reporting, Account Reconciliation, Funding, Financial Services, Asset Management, Accounting, Loans, Auditing, Management
Education
St. Francis College 1982 — 1986
BS, Business Management
American Stock Transfer & Trust Company, LLC September 2014 - Present
Continental Stock Transfer and Trust Company November 2007 - March 2011
American Stock Transfer January 2006 - October 2006
The Bank of New York June 1986 - July 2005
The Bank of New York June 1997 - January 2001
The Bank of New York September 1992 - May 1997
The Bank of New York May 1990 - March 1991
The Bank of New York June 1989 - May 1990
The Bank of New York July 1986 - July 1988
Skills
Equities, Securities, Corporate Actions, Mergers, Mutual Funds, Mergers & Acquisitions, Cash Management, Analysis, Financial Reporting, Account Reconciliation, Funding, Financial Services, Asset Management, Accounting, Loans, Auditing, Management
Education
St. Francis College 1982 — 1986
BS, Business Management
Ludwig M. Odierna's The Bank of New York Experience 1995 - 1999
Job .
Industry Banking
Experience
Coughlin Insurance Services December 2014 - Present
Tyler Technologies June 2014 - November 2014
Aon Affinity - Berkely Travel March 2012 - March 2013
Community National Bank October 2009 - March 2011
TD Bank NA 2005 - 2009
HSBC October 2005 - June 2006
Custom Funding Corp. June 2002 - October 2005
CapitalSource Mortgage Corp. May 1998 - June 2002
The Bank of New York 1995 - 1999
Skills
Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Customer Service, Training, Commercial Lending, Underwriting
Education
Palm Beach Atlantic University 1990 — 1995
Business
Coughlin Insurance Services December 2014 - Present
Tyler Technologies June 2014 - November 2014
Aon Affinity - Berkely Travel March 2012 - March 2013
Community National Bank October 2009 - March 2011
TD Bank NA 2005 - 2009
HSBC October 2005 - June 2006
Custom Funding Corp. June 2002 - October 2005
CapitalSource Mortgage Corp. May 1998 - June 2002
The Bank of New York 1995 - 1999
Skills
Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Customer Service, Training, Commercial Lending, Underwriting
Education
Palm Beach Atlantic University 1990 — 1995
Business
Andre Nakashian's The Bank of New York Experience February 2000 - February 2001
Job Assistant Controller at The Riverside Church
Industry Nonprofit Organization Management
Experience
The Riverside Church April 2010 - Present
Titan Worldwide March 2008 - April 2010
City Harvest August 2003 - March 2008
Leipziger & Breskin, LLP January 2002 - October 2002
Fischer Francis Trees & Watts March 2001 - December 2001
The Bank of New York February 2000 - February 2001
Skills
Accounting, Financial Reporting, Financial Analysis, QuickBooks, General Ledger, Cash Management, Microsoft Excel, Non-profits, Budgets, Financial Accounting, FRx, Accounts Receivable, Financial Modeling, Cash Flow, Account Reconciliation, GAAP, Internal Controls, Microsoft Office, Revenue Recognition, Nonprofits, Payroll
Education
Rutgers University-New Brunswick 1995 — 1999
2000, Accounting
Holmdel High School, Holmdel, NJ 1991 — 1995
High School Diploma
The Riverside Church April 2010 - Present
Titan Worldwide March 2008 - April 2010
City Harvest August 2003 - March 2008
Leipziger & Breskin, LLP January 2002 - October 2002
Fischer Francis Trees & Watts March 2001 - December 2001
The Bank of New York February 2000 - February 2001
Skills
Accounting, Financial Reporting, Financial Analysis, QuickBooks, General Ledger, Cash Management, Microsoft Excel, Non-profits, Budgets, Financial Accounting, FRx, Accounts Receivable, Financial Modeling, Cash Flow, Account Reconciliation, GAAP, Internal Controls, Microsoft Office, Revenue Recognition, Nonprofits, Payroll
Education
Rutgers University-New Brunswick 1995 — 1999
2000, Accounting
Holmdel High School, Holmdel, NJ 1991 — 1995
High School Diploma
Joseph Daly, CPA's The Bank of New York Experience June 2003 - September 2004
Job Senior Vice President Finance at RBS International Direct Marketing LLC
Industry Financial Services
Experience
RBS International Direct Marketing LLC February 2013 - Present
AltResources LLC January 2012 - October 2012
TKS Solutions June 2010 - March 2011
Morgan Stanley September 2004 - May 2010
The Bank of New York June 2003 - September 2004
Quantitative Financial Strategies, Inc. September 2001 - November 2002
DDJ Capital Management April 1996 - April 2001
St. Johnsbury Trucking Company, Inc. June 1992 - March 1996
Ernst & Young February 1988 - June 1992
Arthur Andersen September 1984 - September 1987
Skills
Hedge Funds
Education
University of Rhode Island 1981 — 1984
MBA - Information Systems MS - Accounting
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science
RBS International Direct Marketing LLC February 2013 - Present
AltResources LLC January 2012 - October 2012
TKS Solutions June 2010 - March 2011
Morgan Stanley September 2004 - May 2010
The Bank of New York June 2003 - September 2004
Quantitative Financial Strategies, Inc. September 2001 - November 2002
DDJ Capital Management April 1996 - April 2001
St. Johnsbury Trucking Company, Inc. June 1992 - March 1996
Ernst & Young February 1988 - June 1992
Arthur Andersen September 1984 - September 1987
Skills
Hedge Funds
Education
University of Rhode Island 1981 — 1984
MBA - Information Systems MS - Accounting
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science
Eva Vilardi's The Bank of New York Experience February 1994 - November 1997
Job Sr. Business Manager eProcurement at AT&T Services
Industry Telecommunications
Experience
AT&T November 1997 - Present
The Bank of New York February 1994 - November 1997
Skills
Invoicing, Accounting, Financial Analysis, B2B, Purchasing, Procurement, Accounts Payable, Sarbanes-Oxley, System Requirements, System Testing, Corporate Finance, Supply Chain Management, Project Planning, Team Building, ERP, Business Strategy, Business Process, SAP, Business Process..., Vendor Management, Cross-functional Team..., Sarbanes-Oxley Act, Contract Negotiation, Process Improvement, Management, Budgets, Negotiation, Outsourcing, Business Analysis, Strategy, Analysis, Program Management, Product Management, Team Leadership, Change Management, Integration
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA), Finance, General
Montclair State University
Bachelor of Science (BS), Accountig and Finance
Bergen Community College
Associate of Science (A.S.), International Business/Trade/Commerce
V Liceum Ogolnoksztalczace im. Andrzeja Struga
Szkoła Podstawowa Nr. 9 w Gliwicach
AT&T November 1997 - Present
The Bank of New York February 1994 - November 1997
Skills
Invoicing, Accounting, Financial Analysis, B2B, Purchasing, Procurement, Accounts Payable, Sarbanes-Oxley, System Requirements, System Testing, Corporate Finance, Supply Chain Management, Project Planning, Team Building, ERP, Business Strategy, Business Process, SAP, Business Process..., Vendor Management, Cross-functional Team..., Sarbanes-Oxley Act, Contract Negotiation, Process Improvement, Management, Budgets, Negotiation, Outsourcing, Business Analysis, Strategy, Analysis, Program Management, Product Management, Team Leadership, Change Management, Integration
Education
Rutgers, The State University of New Jersey-New Brunswick
Master of Business Administration (MBA), Finance, General
Montclair State University
Bachelor of Science (BS), Accountig and Finance
Bergen Community College
Associate of Science (A.S.), International Business/Trade/Commerce
V Liceum Ogolnoksztalczace im. Andrzeja Struga
Szkoła Podstawowa Nr. 9 w Gliwicach
Joseph Panepinto's The Bank of New York Experience August 2000 - April 2005
Job Managing Director Corporate Trust US Head Transaction Management Group
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - Present
The Bank of New York Mellon December 2006 - August 2012
Computershare Investor Services, LLC April 2006 - November 2006
Wells Fargo Bank, N.A. April 2005 - March 2006
The Bank of New York August 2000 - April 2005
Sandler O'Neill & Partners, LP March 1992 - August 2000
IBJ Schroder Bank & Trust Company January 1983 - March 1992
Skills
Banking, Capital Markets, Corporate Finance, Financial Risk, Securities, Investment Banking, Mutual Funds, Asset Managment, Fixed Income, Financial Services, Hedge Funds, Equities, Bonds, Asset Management, Structured Finance
Education
Saint Peter's University 1978 — 1982
BS, Management
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - Present
The Bank of New York Mellon December 2006 - August 2012
Computershare Investor Services, LLC April 2006 - November 2006
Wells Fargo Bank, N.A. April 2005 - March 2006
The Bank of New York August 2000 - April 2005
Sandler O'Neill & Partners, LP March 1992 - August 2000
IBJ Schroder Bank & Trust Company January 1983 - March 1992
Skills
Banking, Capital Markets, Corporate Finance, Financial Risk, Securities, Investment Banking, Mutual Funds, Asset Managment, Fixed Income, Financial Services, Hedge Funds, Equities, Bonds, Asset Management, Structured Finance
Education
Saint Peter's University 1978 — 1982
BS, Management
Wendy Faley's The Bank of New York Experience 1996 - 2005
Job Branch Manager at Capital One
Industry Banking
Experience
Capital One April 2011 - Present
Chase April 2005 - July 2011
The Bank of New York 1996 - 2005
Skills
Branch Banking, Banking, Loans, Commercial Banking, Consumer Lending, Credit, Small Business Lending, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Cross Selling, Relationship Management, Financial Services, Risk Management
Education
Siena College
Bachelor of Science (BS), Marketing/Marketing Management, General
Capital One April 2011 - Present
Chase April 2005 - July 2011
The Bank of New York 1996 - 2005
Skills
Branch Banking, Banking, Loans, Commercial Banking, Consumer Lending, Credit, Small Business Lending, Retail Banking, Commercial Lending, Mortgage Lending, Credit Analysis, Cross Selling, Relationship Management, Financial Services, Risk Management
Education
Siena College
Bachelor of Science (BS), Marketing/Marketing Management, General
Joanne Fiorelli's The Bank of New York Experience 1979 - 2012
Job Bank Operations at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon September 1979 - Present
The Bank of New York 1979 - 2012
The Bank of New York 1979 - 2012
The Bank of New York 1979 - 2007
Skills
Fixed Income, Banking, Mutual Funds, Business Analysis, Microsoft Excel, Budgets, Strategic Financial..., Corporate Actions, Strategic Planning, Financial Statements, Credit, Mortgage Lending, Product Development, Microsoft Word, Fund Accounting, Corporate Tax, Account Reconciliation, Back Office, Financial Services, Balance, Portfolio Management, Tax, Treasury Management, Management, PeopleSoft, Microsoft Office, Risk Management, Retail Banking, Bloomberg, Fund Administration, Financial Reporting, Cash Management, Commercial Banking, Vendor Management, Loan Origination, Due Diligence, Investments, Commercial Lending, Credit Analysis, Internal Controls, Coaching, Relationship Management, Project Management, Account Management, Operations Management, Customer Service, Loans
Education
SUNY Purchase 2008 — 2010
B.A., Modern Languages, Social Sciences/Humanities
Bank of New York Mellon September 1979 - Present
The Bank of New York 1979 - 2012
The Bank of New York 1979 - 2012
The Bank of New York 1979 - 2007
Skills
Fixed Income, Banking, Mutual Funds, Business Analysis, Microsoft Excel, Budgets, Strategic Financial..., Corporate Actions, Strategic Planning, Financial Statements, Credit, Mortgage Lending, Product Development, Microsoft Word, Fund Accounting, Corporate Tax, Account Reconciliation, Back Office, Financial Services, Balance, Portfolio Management, Tax, Treasury Management, Management, PeopleSoft, Microsoft Office, Risk Management, Retail Banking, Bloomberg, Fund Administration, Financial Reporting, Cash Management, Commercial Banking, Vendor Management, Loan Origination, Due Diligence, Investments, Commercial Lending, Credit Analysis, Internal Controls, Coaching, Relationship Management, Project Management, Account Management, Operations Management, Customer Service, Loans
Education
SUNY Purchase 2008 — 2010
B.A., Modern Languages, Social Sciences/Humanities
Pamela J. Grandinali's The Bank of New York Experience June 1979 - 1987
Job Certified Financial Planner™ Practitioner ; Certified Divorce Financial Analyst®
Industry Financial Services
Experience
Grand Associates 1989 - Present
The Bank of New York June 1979 - 1987
Skills
Tax Preparation, Personal Tax Planning, Divorce Financial..., Retirement Planning, Accounting, Corporate Lending, Banking, Financial Analysis
Education
College for Financial Planning
Certified Financial Planner™ Practitioner
Institute for Divorce Financial Analysts (IDFA™)
Certified Divorce Financial Analyst
Shippensburg University of Pennsylvania
BSBA Major Accounting
Grand Associates 1989 - Present
The Bank of New York June 1979 - 1987
Skills
Tax Preparation, Personal Tax Planning, Divorce Financial..., Retirement Planning, Accounting, Corporate Lending, Banking, Financial Analysis
Education
College for Financial Planning
Certified Financial Planner™ Practitioner
Institute for Divorce Financial Analysts (IDFA™)
Certified Divorce Financial Analyst
Shippensburg University of Pennsylvania
BSBA Major Accounting
Kathie Puthoff's The Bank of New York Experience April 1985 - September 1993
Job Administrative Assistant at Sioux Falls Convention & Visitors Bureau
Industry Hospitality
Experience
Sioux Falls Convention & Visitors Bureau May 1998 - Present
Sioux Valley Hospital August 1994 - April 1998
The Bank of New York April 1985 - September 1993
Education
South Dakota State University
Sioux Falls Convention & Visitors Bureau May 1998 - Present
Sioux Valley Hospital August 1994 - April 1998
The Bank of New York April 1985 - September 1993
Education
South Dakota State University
Reginald Aaron's The Bank of New York Experience 1994 - 2000
Job Pace University
Industry Banking
Experience
BNY Mellon Accounts Receivable AssociateEarth Enterprise, Inc2013 - 2014
US Department of Commerce, New York Census Bureau 2010 - 2010
Israel Discount Bank of New York 2009 - 2009
The Bank of New York Mellon 2000 - 2008
The Bank of New York 1994 - 2000
Skills
Banking, Portfolio Management, Regulatory Reporting, Accounting, General Ledger, Internal Controls, Process Improvement, Loan Processing, Risk Management, Analysis, Forecasting, Variance & Comparative..., Shared National Credit..., Proofs & Reconciliation
Education
Pace University - Lubin School of Business
BBA, Finance
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
BNY Mellon Accounts Receivable AssociateEarth Enterprise, Inc2013 - 2014
US Department of Commerce, New York Census Bureau 2010 - 2010
Israel Discount Bank of New York 2009 - 2009
The Bank of New York Mellon 2000 - 2008
The Bank of New York 1994 - 2000
Skills
Banking, Portfolio Management, Regulatory Reporting, Accounting, General Ledger, Internal Controls, Process Improvement, Loan Processing, Risk Management, Analysis, Forecasting, Variance & Comparative..., Shared National Credit..., Proofs & Reconciliation
Education
Pace University - Lubin School of Business
BBA, Finance
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance, General
Andrea Matteo's The Bank of New York Experience July 2003 - March 2005
Job Asset Severicing AVP at CreditSuisse
Industry Financial Services
Experience
Credit Suisse September 2010 - Present
Credit Suisse March 2005 - September 2010
The Bank of New York July 2003 - March 2005
Education
Saint Joseph's University 1999 — 2003
Bachelor's degree, Finance, General
Credit Suisse September 2010 - Present
Credit Suisse March 2005 - September 2010
The Bank of New York July 2003 - March 2005
Education
Saint Joseph's University 1999 — 2003
Bachelor's degree, Finance, General
Nicole Audia's The Bank of New York Experience December 1989 - July 2001
Job Operations Manager at M&T Bank
Industry Banking
Experience
M&T Bank July 2001 - Present
The bank of New York December 1989 - July 2001
Skills
Banking
Education
Southern Connecticut State University
M&T Bank July 2001 - Present
The bank of New York December 1989 - July 2001
Skills
Banking
Education
Southern Connecticut State University
Gerard Borris's The Bank of New York Experience 1997 - 2006
Job First Vice President Senior Credit Officer at Valley National Bank
Industry Banking
Experience
Valley National Bank September 2013 - Present
KeyBank March 2008 - July 2013
Citi 2007 - 2008
JPMorgan Chase 2006 - 2007
The Bank of New York 1997 - 2006
Valley National Bank 1987 - 1997
Household Finance 1985 - 1987
Skills
Commercial Banking, Finance, Credit Analysis, Credit Risk, Portfolio Management, Credit, Underwriting, Commercial Lending, Corporate Finance, Treasury Management, Loans, Small Business Lending, Asset Based Lending
Education
Saint Vincent College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
William Paterson University of New Jersey
Master of Business Administration (MBA), Finance, General
Valley National Bank September 2013 - Present
KeyBank March 2008 - July 2013
Citi 2007 - 2008
JPMorgan Chase 2006 - 2007
The Bank of New York 1997 - 2006
Valley National Bank 1987 - 1997
Household Finance 1985 - 1987
Skills
Commercial Banking, Finance, Credit Analysis, Credit Risk, Portfolio Management, Credit, Underwriting, Commercial Lending, Corporate Finance, Treasury Management, Loans, Small Business Lending, Asset Based Lending
Education
Saint Vincent College 1981 — 1985
Bachelor of Science (B.S.), Finance, General
William Paterson University of New Jersey
Master of Business Administration (MBA), Finance, General
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
ABN AMRO Bank N.V.
The Bank of New York Mellon
Banco Popular de Puerto Rico