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
Chuck Brusseler Chuck Brusseler's The Bank of New York Experience April 1997 - January 2001
Job Senior Vaccine Specialist
Industry Biotechnology
Experience
Merck September 2005 - Present
Merck May 2011 - January 2013
Merck January 2001 - September 2005
The Bank of New York April 1997 - January 2001
Skills
Microsoft Word, Microsoft Excel, Leadership, Business Analysis, Product Launch, Product Lifecycle..., Hospitals, Biologics, C-Suite Selling, Public Health, Public Sector, Infectious Diseases, Women's Health, Cardiovascular Disease, Diabetes, Pulmonary Diseases, Pain Management, Managed Care, Pharmaceutical Sales, Medicare, Medicare Part D, Medicaid, Sales Management, Training
Education
State University of New York College at Plattsburgh
BS Marketing
Merck September 2005 - Present
Merck May 2011 - January 2013
Merck January 2001 - September 2005
The Bank of New York April 1997 - January 2001
Skills
Microsoft Word, Microsoft Excel, Leadership, Business Analysis, Product Launch, Product Lifecycle..., Hospitals, Biologics, C-Suite Selling, Public Health, Public Sector, Infectious Diseases, Women's Health, Cardiovascular Disease, Diabetes, Pulmonary Diseases, Pain Management, Managed Care, Pharmaceutical Sales, Medicare, Medicare Part D, Medicaid, Sales Management, Training
Education
State University of New York College at Plattsburgh
BS Marketing
Vincent Pacilio Vincent Pacilio's The Bank of New York Experience 1987 - 2007
Job EVP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 1987 - Present
The Bank of New York Mellon 1986 - Present
The Bank of New York 1987 - 2007
Skills
Capital Markets, Securities, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Banking, Bonds, Derivatives, Financial Services, Investments, Investment Banking, Mutual Funds, Portfolio Management, Series 7, Finance, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance
St. Lawrence University 1980 — 1984
BNY Mellon June 1987 - Present
The Bank of New York Mellon 1986 - Present
The Bank of New York 1987 - 2007
Skills
Capital Markets, Securities, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Banking, Bonds, Derivatives, Financial Services, Investments, Investment Banking, Mutual Funds, Portfolio Management, Series 7, Finance, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance
St. Lawrence University 1980 — 1984
Glenn Packer Glenn Packer's The Bank of New York Experience January 2006 - September 2006
Job Business Analyst and Programer at Colgate University
Industry Computer Software
Experience
Colgate University September 2006 - Present
The Bank of New York January 2006 - September 2006
6N Systems March 2003 - December 2005
Oxclove Workshop May 2002 - March 2003
Skills
Java, C#, PHP, SQL, Microsoft SQL Server, .NET, Java Enterprise Edition, Spring, Unix, Object Oriented Design, Tomcat, HTML 5, Linux, Databases, Programming, Apache
Education
SUNY Polytechnic Institute 2000 — 2002
Adirondack Community College 1998 — 2000
AS, Computer Science
Colgate University September 2006 - Present
The Bank of New York January 2006 - September 2006
6N Systems March 2003 - December 2005
Oxclove Workshop May 2002 - March 2003
Skills
Java, C#, PHP, SQL, Microsoft SQL Server, .NET, Java Enterprise Edition, Spring, Unix, Object Oriented Design, Tomcat, HTML 5, Linux, Databases, Programming, Apache
Education
SUNY Polytechnic Institute 2000 — 2002
Adirondack Community College 1998 — 2000
AS, Computer Science
Brendan McCormick, CSM Brendan McCormick, CSM's The Bank of New York Experience 1999 - 2004
Job Analyst/Programmer at Krasdale Foods, Inc.
Industry Information Technology and Services
Experience
Bank of America March 2011 - February 2014
BNY Mellon 2004 - March 2010
The Bank of New York 1999 - 2004
The Bank of New York 1994 - 1999
The Bank of New York 1987 - 1994
C & L Data Systems 1986 - 1987
Skills
Business Analysis, Program Management, Testing, SDLC, COBOL, Unix, Analysis, Mainframe, Vendor Management, Banking, Risk Management, Visio, Project Management, CICS, Integration, Software Documentation, Leadership, Disaster Recovery, CRM, Scrum, Requirements Analysis, Management, Business Requirements
Education
State University of New York College at Plattsburgh 1979 — 1984
B.S., Computer Science - Business
Bank of America March 2011 - February 2014
BNY Mellon 2004 - March 2010
The Bank of New York 1999 - 2004
The Bank of New York 1994 - 1999
The Bank of New York 1987 - 1994
C & L Data Systems 1986 - 1987
Skills
Business Analysis, Program Management, Testing, SDLC, COBOL, Unix, Analysis, Mainframe, Vendor Management, Banking, Risk Management, Visio, Project Management, CICS, Integration, Software Documentation, Leadership, Disaster Recovery, CRM, Scrum, Requirements Analysis, Management, Business Requirements
Education
State University of New York College at Plattsburgh 1979 — 1984
B.S., Computer Science - Business
Cassandra Krikelis Cassandra Krikelis's The Bank of New York Experience January 2007 - June 2007
Job Paralegal
Industry Legal Services
Experience
Moet Hennessy USA August 2013 - November 2013
IntercontinentalExchange, Inc. November 2012 - February 2013
Kantrowitz, Goldhamer & Graifman, P.C. August 2007 - December 2011
The Bank of New York January 2007 - June 2007
Finkelstein & Partners August 2003 - December 2006
Hankin, Hanig, Stall, Caplicki, Redl & Curtin, LP December 2002 - July 2003
Oswego County District Attorney's Office January 1998 - May 1998
Skills
Litigation, Foreclosures, Real Estate, Wills, Trust and Estate, Notary Public, MS Word, Excel, WordPerfect, West Law, Claris Works, Citrix, Jaywalks, LexisNexis, HotDocs, Visions, EasyHud, Paperport, Internet proficient, Corporate, ACRIS, Westlaw, Corporate Law, Courts, Wills, Document Review, Legal Assistance, Litigation Support, Legal Documents, Microsoft Excel, Microsoft Word, Trials, Legal Writing
Education
State University of New York College at Oswego 1994 — 1998
Bachelor of Arts (BA), Political Science and Pre-Law
Moet Hennessy USA August 2013 - November 2013
IntercontinentalExchange, Inc. November 2012 - February 2013
Kantrowitz, Goldhamer & Graifman, P.C. August 2007 - December 2011
The Bank of New York January 2007 - June 2007
Finkelstein & Partners August 2003 - December 2006
Hankin, Hanig, Stall, Caplicki, Redl & Curtin, LP December 2002 - July 2003
Oswego County District Attorney's Office January 1998 - May 1998
Skills
Litigation, Foreclosures, Real Estate, Wills, Trust and Estate, Notary Public, MS Word, Excel, WordPerfect, West Law, Claris Works, Citrix, Jaywalks, LexisNexis, HotDocs, Visions, EasyHud, Paperport, Internet proficient, Corporate, ACRIS, Westlaw, Corporate Law, Courts, Wills, Document Review, Legal Assistance, Litigation Support, Legal Documents, Microsoft Excel, Microsoft Word, Trials, Legal Writing
Education
State University of New York College at Oswego 1994 — 1998
Bachelor of Arts (BA), Political Science and Pre-Law
Ebony Howard Ebony Howard's The Bank of New York Experience August 2004 - April 2007
Job Education Specialist at New York Foundling
Industry Nonprofit Organization Management
Experience
New York Foundling September 2014 - Present
Cardinal McCloskey Services September 2012 - September 2014
Police Athletic League June 2012 - August 2012
Claremont Neighborhood Cener April 2012 - June 2012
University of Maryland University College August 2011 - March 2012
University of Maryland University College June 2010 - August 2011
P.S. 187 February 2010 - June 2010
Administration for Children Services June 2008 - August 2008
Wall Street Network August 2007 - December 2007
The Bank of New York August 2004 - April 2007
Skills
College Education..., Community Outreach, Student Counseling, Social Services, Nonprofits, Crisis Intervention, Public Speaking, Microsoft Office, Grants, Youth Development, Social Networking, Mental Health Counseling, Non-profits, Youth Mentoring, Administration, Fundraising, Customer Service, Higher Education, Program Management, Editing, Child Development, Conflict Resolution, Mental Health, Adolescents, PeopleSoft, Lotus Notes, OnTrack, PaperPort, Cpr Certified, Website Development, Internet, Problem Solving, Office Administration, Supervisory Experience, Outlook, Academic Advising, Case Managment, Student Development, Data Entry, Career Counseling, Time Management, Workshop Facilitation, Community Service, Tutoring
Education
Fordham University 2014 — 2017
Master's Degree, Clinical Social Work
Temple University 2008 — 2010
Bachelor, Sociology
New York Foundling September 2014 - Present
Cardinal McCloskey Services September 2012 - September 2014
Police Athletic League June 2012 - August 2012
Claremont Neighborhood Cener April 2012 - June 2012
University of Maryland University College August 2011 - March 2012
University of Maryland University College June 2010 - August 2011
P.S. 187 February 2010 - June 2010
Administration for Children Services June 2008 - August 2008
Wall Street Network August 2007 - December 2007
The Bank of New York August 2004 - April 2007
Skills
College Education..., Community Outreach, Student Counseling, Social Services, Nonprofits, Crisis Intervention, Public Speaking, Microsoft Office, Grants, Youth Development, Social Networking, Mental Health Counseling, Non-profits, Youth Mentoring, Administration, Fundraising, Customer Service, Higher Education, Program Management, Editing, Child Development, Conflict Resolution, Mental Health, Adolescents, PeopleSoft, Lotus Notes, OnTrack, PaperPort, Cpr Certified, Website Development, Internet, Problem Solving, Office Administration, Supervisory Experience, Outlook, Academic Advising, Case Managment, Student Development, Data Entry, Career Counseling, Time Management, Workshop Facilitation, Community Service, Tutoring
Education
Fordham University 2014 — 2017
Master's Degree, Clinical Social Work
Temple University 2008 — 2010
Bachelor, Sociology
Kathryn Lowell Kathryn Lowell's The Bank of New York Experience 1987 - 1991
Job Owner, Image Matters, Inc.
Industry Professional Training & Coaching
Experience
The Jackson House 2006 - Present
Image Matters, Inc. 2001 - Present
Carlisle Etcetera, LLC 2004 - 2012
Association of Image Consultants International 2007 - 2009
Magyar Kulkereskedelmi Bank Rt, Budapest Hungary 1993 - 1996
The Bank of New York 1987 - 1991
US Trust 1986 - 1987
Skills
Public Speaking, Personal Shopping, Wardrobe, Etiquette, Body Language, Executive Coaching, Color Analysis, Fashion, Public Relations, Styling, Apparel, Training, Wardrobe Analysis, Social Networking, Dining Etiquette, Motivational Speaking, Entrepreneurship, Business Coaching, Corporate Image, Fashion Design, Marketing, Presentation Coaching
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurship
Yale University 1982 — 1986
Bachelor of Arts (B.A.), American Studies
The Jackson House 2006 - Present
Image Matters, Inc. 2001 - Present
Carlisle Etcetera, LLC 2004 - 2012
Association of Image Consultants International 2007 - 2009
Magyar Kulkereskedelmi Bank Rt, Budapest Hungary 1993 - 1996
The Bank of New York 1987 - 1991
US Trust 1986 - 1987
Skills
Public Speaking, Personal Shopping, Wardrobe, Etiquette, Body Language, Executive Coaching, Color Analysis, Fashion, Public Relations, Styling, Apparel, Training, Wardrobe Analysis, Social Networking, Dining Etiquette, Motivational Speaking, Entrepreneurship, Business Coaching, Corporate Image, Fashion Design, Marketing, Presentation Coaching
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Entrepreneurship
Yale University 1982 — 1986
Bachelor of Arts (B.A.), American Studies
Jucinta Worthy Jucinta Worthy's The Bank of New York Experience October 2007 - August 2008
Job Engineering Standards Coordinator at Marshalls DC
Industry Financial Services
Experience
Marshalls Distribution Center August 2010 - Present
Avon June 2009 - January 2010
The Bank of New York October 2007 - August 2008
Reliance Trust Company March 2006 - June 2007
Reliance Trust Company December 2005 - March 2006
Jim Ellis Porsche November 2004 - December 2005
Jim Ellis Audi March 2005 - August 2005
Tuskegee University August 2002 - May 2004
Skills
Customer Service, Accounting, Accounts Payable, Auditing, CRM, Finance, Financial Analysis, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Process Improvement, Program Management, Project Management, Public Speaking, Sales, Software Documentation, Strategic Planning, Team Leadership, Time Management, Training
Education
American Intercontinental University 2005 — 2006
Master, Business Administration, Concentrations in Finance & Accounting
Tuskegee University 1999 — 2004
Bachelor of Science, Business Management
Marshalls Distribution Center August 2010 - Present
Avon June 2009 - January 2010
The Bank of New York October 2007 - August 2008
Reliance Trust Company March 2006 - June 2007
Reliance Trust Company December 2005 - March 2006
Jim Ellis Porsche November 2004 - December 2005
Jim Ellis Audi March 2005 - August 2005
Tuskegee University August 2002 - May 2004
Skills
Customer Service, Accounting, Accounts Payable, Auditing, CRM, Finance, Financial Analysis, Leadership, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Nonprofits, PowerPoint, Process Improvement, Program Management, Project Management, Public Speaking, Sales, Software Documentation, Strategic Planning, Team Leadership, Time Management, Training
Education
American Intercontinental University 2005 — 2006
Master, Business Administration, Concentrations in Finance & Accounting
Tuskegee University 1999 — 2004
Bachelor of Science, Business Management
Ed O'Donnell Ed O'Donnell's The Bank of New York Experience May 1990 - October 2006
Job SVP Business Banking Market Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2006 - Present
The Bank of New York May 1990 - October 2006
Manufacturers Hanover February 1974 - July 1989
Skills
Banking, Commercial Banking, AML, Loans, Risk Management, Underwriting, Leadership, Asset Based Lending, Wealth Management, Financial Services, Management, Commercial Lending, Credit Analysis, Financial Markets, Operational Risk, Finance, Portfolio Management, Small Business Lending, Cash Management, Commercial Mortgages, Retail Banking, Credit, Corporate Finance, Branch Management, Treasury Management, Asset Managment, Lines Of Credit, Financial Risk, Due Diligence, Cross Selling, Consumer Lending, Loan Origination, Credit Cards
Education
Saint John's University School of Law 1995 — 1999
J.D.
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1972 — 1984
B.S., Finance
JPMorgan Chase October 2006 - Present
The Bank of New York May 1990 - October 2006
Manufacturers Hanover February 1974 - July 1989
Skills
Banking, Commercial Banking, AML, Loans, Risk Management, Underwriting, Leadership, Asset Based Lending, Wealth Management, Financial Services, Management, Commercial Lending, Credit Analysis, Financial Markets, Operational Risk, Finance, Portfolio Management, Small Business Lending, Cash Management, Commercial Mortgages, Retail Banking, Credit, Corporate Finance, Branch Management, Treasury Management, Asset Managment, Lines Of Credit, Financial Risk, Due Diligence, Cross Selling, Consumer Lending, Loan Origination, Credit Cards
Education
Saint John's University School of Law 1995 — 1999
J.D.
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1972 — 1984
B.S., Finance
Deborah Petito's The Bank of New York Experience January 1993 - March 1997
Job State and Local Senior Associate 3 at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP July 2010 - Present
Prudential Financial March 1997 - July 2010
The Bank of New York January 1993 - March 1997
Deloitte and Touche June 1987 - January 1993
Skills
IFRS, Auditing, Financial Accounting, US GAAP, GAAP, Tax, Accounting, Financial Reporting, Tax Accounting, Corporate Tax, Financial Statements, Income Tax, Tax Returns, Tax Research, Statutory Accounting, Tax Preparation, Big 4, Financial Analysis, Partnership Taxation, External Audit
Education
St. John's University 1984 — 1988
Bachelor of Science (BS), Taxation/Accounting
Moore Catholic High School 1980 — 1984
Accounting
Grant Thornton LLP July 2010 - Present
Prudential Financial March 1997 - July 2010
The Bank of New York January 1993 - March 1997
Deloitte and Touche June 1987 - January 1993
Skills
IFRS, Auditing, Financial Accounting, US GAAP, GAAP, Tax, Accounting, Financial Reporting, Tax Accounting, Corporate Tax, Financial Statements, Income Tax, Tax Returns, Tax Research, Statutory Accounting, Tax Preparation, Big 4, Financial Analysis, Partnership Taxation, External Audit
Education
St. John's University 1984 — 1988
Bachelor of Science (BS), Taxation/Accounting
Moore Catholic High School 1980 — 1984
Accounting
Esslie Hughes's The Bank of New York Experience 1987 - 2001
Job Chief Administrative Officer at St. Bartholomew's Church
Industry Religious Institutions
Experience
St. Bartholomew's Church 2013 - Present
ANN INC. November 2011 - December 2012
Marble Collegiate Church June 2006 - June 2012
Odyssey Networks December 2010 - May 2011
Public Company Accounting Oversight Board 2003 - 2006
The Bank of New York 1987 - 2001
European American Bank 1983 - 1987
Bankers Trust Company 1981 - 1983
Skills
Philanthropy, Strategic Planning, Fundraising, Public Speaking, Nonprofits, Event Planning, Leadership, Leadership Development, Team Building, Non-profits, Social Media, Community Development
Education
New York Theological Seminary 2009 — 2012
Masters of Divinity, ongoing
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance, General
Wesleyan University 1977 — 1979
BA, Mathematics/Economics
Wheaton College (MA) 1975 — 1977
Math/Econ; Liberal Arts
new canaan high school
St. Bartholomew's Church 2013 - Present
ANN INC. November 2011 - December 2012
Marble Collegiate Church June 2006 - June 2012
Odyssey Networks December 2010 - May 2011
Public Company Accounting Oversight Board 2003 - 2006
The Bank of New York 1987 - 2001
European American Bank 1983 - 1987
Bankers Trust Company 1981 - 1983
Skills
Philanthropy, Strategic Planning, Fundraising, Public Speaking, Nonprofits, Event Planning, Leadership, Leadership Development, Team Building, Non-profits, Social Media, Community Development
Education
New York Theological Seminary 2009 — 2012
Masters of Divinity, ongoing
The University of Chicago - Booth School of Business 1979 — 1981
MBA, Finance, General
Wesleyan University 1977 — 1979
BA, Mathematics/Economics
Wheaton College (MA) 1975 — 1977
Math/Econ; Liberal Arts
new canaan high school
Judith Davila Judith Davila's The Bank of New York Experience January 1998 - January 1998
Job
Industry Financial Services
Experience
Citi January 2007 - January 2010
SS&C GlobeOp January 2003 - January 2005
Scotia International Inc January 2000 - January 2002
Morgan Stanley Dean Witter January 1999 - January 2000
The Bank of New York January 1998 - January 1998
Skills
Reconciliation, PowerPoint, Spreadsheets, Excel, Data Entry, Microsoft Office, Outlook, Account Reconciliation
Education
St. Thomas Aquinas College 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice and Social Science
Citi January 2007 - January 2010
SS&C GlobeOp January 2003 - January 2005
Scotia International Inc January 2000 - January 2002
Morgan Stanley Dean Witter January 1999 - January 2000
The Bank of New York January 1998 - January 1998
Skills
Reconciliation, PowerPoint, Spreadsheets, Excel, Data Entry, Microsoft Office, Outlook, Account Reconciliation
Education
St. Thomas Aquinas College 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice and Social Science
Fran Wolf Fran Wolf's The Bank of New York Experience 1987 - 1993
Job Vice President at Unclaimed Property Recovery & Reporting, LLC
Industry Financial Services
Experience
Unclaimed Property Recovery & Reporting, LLC June 2013 - Present
Thayer Leader Development Group 2013 - Present
Thayer Leader Development Group 2013 - 2014
Wells Fargo November 2011 - April 2013
The Bank of New York Mellon October 2004 - November 2011
American Stock Transfer & Trust Co LLC March 2001 - October 2004
FIrst Chicago Division of Equiserve 2000 - 2001
The Bank of New York 1987 - 1993
Skills
Securities, Mergers, Mergers & Acquisitions, Equities, Transfer Agency, Financial Services, Mutual Funds, Series 7, New Business Development, Risk Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Military Academy at West Point 1978 — 1982
BS, General Engineering
Unclaimed Property Recovery & Reporting, LLC June 2013 - Present
Thayer Leader Development Group 2013 - Present
Thayer Leader Development Group 2013 - 2014
Wells Fargo November 2011 - April 2013
The Bank of New York Mellon October 2004 - November 2011
American Stock Transfer & Trust Co LLC March 2001 - October 2004
FIrst Chicago Division of Equiserve 2000 - 2001
The Bank of New York 1987 - 1993
Skills
Securities, Mergers, Mergers & Acquisitions, Equities, Transfer Agency, Financial Services, Mutual Funds, Series 7, New Business Development, Risk Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Military Academy at West Point 1978 — 1982
BS, General Engineering
Amy Feind Reeves Amy Feind Reeves's The Bank of New York Experience 1986 - 1990
Job CEO & Founder at JobCoachAmy
Industry Professional Training & Coaching
Experience
JobCoachAmy January 2013 - Present
Boston Community Capital October 2011 - August 2012
United BioSource Corporation November 2008 - October 2011
Houghton Mifflin 2000 - 2008
Customer Management Group 1998 - 2000
Digitas 1996 - 1998
Arthur D. Little 1992 - 1995
The Bank of New York 1986 - 1990
Skills
Strategic Planning, Start-ups, Cross-functional Team..., Strategy, Program Management, Product Management, Business Strategy, Change Management, Executive Management, Business Development, Leadership, Strategic Partnerships, Management, Management Consulting, Coaching, CRM, Business Planning, Negotiation, Marketing Strategy, Strategic Business..., Sales, Retail, Competitive Analysis
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, General Management
Wellesley College
BA cum laude, Political Science
JobCoachAmy January 2013 - Present
Boston Community Capital October 2011 - August 2012
United BioSource Corporation November 2008 - October 2011
Houghton Mifflin 2000 - 2008
Customer Management Group 1998 - 2000
Digitas 1996 - 1998
Arthur D. Little 1992 - 1995
The Bank of New York 1986 - 1990
Skills
Strategic Planning, Start-ups, Cross-functional Team..., Strategy, Program Management, Product Management, Business Strategy, Change Management, Executive Management, Business Development, Leadership, Strategic Partnerships, Management, Management Consulting, Coaching, CRM, Business Planning, Negotiation, Marketing Strategy, Strategic Business..., Sales, Retail, Competitive Analysis
Education
The Tuck School of Business at Dartmouth 1990 — 1992
MBA, General Management
Wellesley College
BA cum laude, Political Science
Kate Goss Dybala Kate Goss Dybala's The Bank of New York Experience August 1984 - March 1993
Job Electronic Trading Admin
Industry Banking
Experience
Credit Suisse July 1996 - July 2006
Credit Suisse July 1996 - July 2006
SWISS BANK CORPORATION November 1994 - May 1996
DILLON READ COMPANY, INC April 1993 - June 1994
The Bank of New York August 1984 - March 1993
Education
State University of New York College at Cortland 1979 — 1984
State University of New York College at Cortland
Bachelor of Arts, Education
UNIVERSITY OF SALAMANCA
Credit Suisse July 1996 - July 2006
Credit Suisse July 1996 - July 2006
SWISS BANK CORPORATION November 1994 - May 1996
DILLON READ COMPANY, INC April 1993 - June 1994
The Bank of New York August 1984 - March 1993
Education
State University of New York College at Cortland 1979 — 1984
State University of New York College at Cortland
Bachelor of Arts, Education
UNIVERSITY OF SALAMANCA
Nick Hepler Nick Hepler's The Bank of New York Experience October 2002 - October 2005
Job Data Analysis ★ R ★ XML ★ SQL
Industry Information Services
Experience
Fiserv August 2007 - Present
Tickets.com October 2005 - January 2007
The Bank of New York October 2002 - October 2005
Skills
Access, SharePoint, XML, Microsoft SQL Server, SQL, HTML, PHP, Troubleshooting, Microsoft Office, MySQL, Metadata, WordPress, FTP, Linux, Information Architecture, Apache, Windows
Education
State University of New York at Albany
Bachelor of Science (B.S.), Informatics
Fiserv August 2007 - Present
Tickets.com October 2005 - January 2007
The Bank of New York October 2002 - October 2005
Skills
Access, SharePoint, XML, Microsoft SQL Server, SQL, HTML, PHP, Troubleshooting, Microsoft Office, MySQL, Metadata, WordPress, FTP, Linux, Information Architecture, Apache, Windows
Education
State University of New York at Albany
Bachelor of Science (B.S.), Informatics
Evan Kutner NMLS #19441 Evan Kutner NMLS #19441's The Bank of New York Experience August 2005 - June 2007
Job Branch Manager at Mortgage Master
Industry Financial Services
Experience
Mortgage Master October 2009 - Present
Equity Source Home Loans, LLC August 2008 - October 2009
OptAmerica Mortgage June 2007 - August 2008
The Bank of New York August 2005 - June 2007
Skills
FHA, Loan Origination, Mortgage Banking, Mortgage Lending, Refinance, Loans, Residential Mortgages, Home Equity Lines of..., Credit, Investment Properties, FHA financing, Underwriting, USDA, Banking, Credit Analysis
Education
Towson University
Business Management
Mortgage Master October 2009 - Present
Equity Source Home Loans, LLC August 2008 - October 2009
OptAmerica Mortgage June 2007 - August 2008
The Bank of New York August 2005 - June 2007
Skills
FHA, Loan Origination, Mortgage Banking, Mortgage Lending, Refinance, Loans, Residential Mortgages, Home Equity Lines of..., Credit, Investment Properties, FHA financing, Underwriting, USDA, Banking, Credit Analysis
Education
Towson University
Business Management
Jason Malcolm's The Bank of New York Experience May 2002 - December 2004
Job Principal Consultant at Capco
Industry Financial Services
Experience
Capco June 2014 - Present
Knowledgent June 2013 - June 2014
Ernst & Young September 2010 - June 2013
SunGard Consulting Services February 2008 - September 2010
BearingPoint December 2005 - February 2008
Lord Abbett January 2005 - November 2005
The Bank of New York May 2002 - December 2004
Skills
Business Process..., SDLC, Mutual Funds, Cash Management, Business Architecture, Risk Assessment, Programme Governance, Test Strategy, Derivatives, Capital Markets, Financial Services, Risk Management, Equities, Hedge Funds, Trading, Finance, Securities, Business Analysis, Consulting, Management, Management Consulting
Education
Saint John's University 1999 — 2002
bs, Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Capco June 2014 - Present
Knowledgent June 2013 - June 2014
Ernst & Young September 2010 - June 2013
SunGard Consulting Services February 2008 - September 2010
BearingPoint December 2005 - February 2008
Lord Abbett January 2005 - November 2005
The Bank of New York May 2002 - December 2004
Skills
Business Process..., SDLC, Mutual Funds, Cash Management, Business Architecture, Risk Assessment, Programme Governance, Test Strategy, Derivatives, Capital Markets, Financial Services, Risk Management, Equities, Hedge Funds, Trading, Finance, Securities, Business Analysis, Consulting, Management, Management Consulting
Education
Saint John's University 1999 — 2002
bs, Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Thomas Ringel Thomas Ringel's The Bank of New York Experience December 2003 - December 2004
Job Fixed Income and Derivative Specialist
Industry Investment Management
Experience
Insight Investment July 2007 - Present
Lehman Brothers December 2004 - July 2007
The Bank of New York December 2003 - December 2004
Bluefish Commodities April 2003 - December 2003
Tech Depot August 2002 - April 2003
Deer Valley Resort November 2001 - April 2002
FBI July 2001 - September 2001
Skills
Fixed Income, Derivatives, Asset Managment, Trading, Investment Banking, Emerging Markets, Options, Bloomberg, Hedge Funds, Valuation, Finance, Equities, Investments
Education
Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance
The University of Texas at Austin 1997 — 2001
BA
Insight Investment July 2007 - Present
Lehman Brothers December 2004 - July 2007
The Bank of New York December 2003 - December 2004
Bluefish Commodities April 2003 - December 2003
Tech Depot August 2002 - April 2003
Deer Valley Resort November 2001 - April 2002
FBI July 2001 - September 2001
Skills
Fixed Income, Derivatives, Asset Managment, Trading, Investment Banking, Emerging Markets, Options, Bloomberg, Hedge Funds, Valuation, Finance, Equities, Investments
Education
Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance
The University of Texas at Austin 1997 — 2001
BA
Colleen Iwano Colleen Iwano's The Bank of New York Experience 1996 - 2007
Job Happily Retired,
Industry Higher Education
Experience
University of Washington School of Medicine June 2013 - Present
University of Washington School of Medicine June 2008 - June 2013
The Bank of New York 1996 - 2007
Bank of America 1991 - 1996
Seafirst Bank 1987 - 1991
Skills
Fixed Income, Banking, Investments, Portfolio Management, Asset Managment, Risk Management, Mutual Funds, Financial Analysis, Leadership Development, Securities, Public Speaking, Strategic Planning, Equities, Strategic Financial..., Project Management
Education
University of Puget Sound 1980 — 1982
M.B.A.
University of Washington 1974 — 1976
M.L., Masters in Librarianship
The College of Idaho 1970 — 1973
B.A., Liberal Arts
University of Redlands 1969 — 1970
General Studies
University of Washington School of Medicine June 2013 - Present
University of Washington School of Medicine June 2008 - June 2013
The Bank of New York 1996 - 2007
Bank of America 1991 - 1996
Seafirst Bank 1987 - 1991
Skills
Fixed Income, Banking, Investments, Portfolio Management, Asset Managment, Risk Management, Mutual Funds, Financial Analysis, Leadership Development, Securities, Public Speaking, Strategic Planning, Equities, Strategic Financial..., Project Management
Education
University of Puget Sound 1980 — 1982
M.B.A.
University of Washington 1974 — 1976
M.L., Masters in Librarianship
The College of Idaho 1970 — 1973
B.A., Liberal Arts
University of Redlands 1969 — 1970
General Studies
Anthony Maffea Sr. Anthony Maffea Sr.'s The Bank of New York Experience May 1998 - November 1998
Job BSA Officer
Industry Banking
Experience
Boy Scouts of America Troop 294 July 2013 - Present
Brooklyn Federal Savings Bank April 2007 - January 2012
Carver Federal Savings Bank February 2013 - July 2014
Elmont Union Free School District 2008 - 2014
Cross County Savings Bank September 2012 - December 2012
Flushing Savings Bank July 2006 - April 2007
Atlantic Liberty Savings Bank November 1998 - June 2006
The Bank of New York May 1998 - November 1998
Home Federal Savings Bank June 1994 - May 1998
Columbia Federal Savings Bank 1989 - 1993
Skills
Banking, Compliance, Excel, Bank Secrecy Act, Risk Management, Risk, Risk Assessment, AML, Due Diligence, KYC, Investigations, Budgeting, Auditing, Customer Relations, Compliance Management, Microsoft Office, USA PATRIOT Act, Customer Service, Fraud, Privacy, Problem Solving, Corporate Governance, Budgets, Private Investigations, Branch Banking, Internal Controls, Team Leadership, Privacy Law, Analysis, Project Management, Financial Analysis, Microsoft Excel, Coaching, Process Improvement, Business Analysis, Strategic Planning, Mortgage Lending, Team Building, Management, Enterprise Risk..., Financial Institutions, Cross Selling, Vendor Management, Retail Banking, Internal Audit, Operational Risk, Microsoft Word, Financial Risk, Commercial Banking, Credit Cards
Education
Sheshunoff Information Services 2010 — 2010
Certified Bank Secrecy Act Officer, Compliance
America's Community Bankers 2002 — 2002
Certified Consumer Compliance Officer, Compliance
Stony Brook University 1987 — 1988
St. Fortunata 1974 — 1983
Boy Scouts of America Troop 294 July 2013 - Present
Brooklyn Federal Savings Bank April 2007 - January 2012
Carver Federal Savings Bank February 2013 - July 2014
Elmont Union Free School District 2008 - 2014
Cross County Savings Bank September 2012 - December 2012
Flushing Savings Bank July 2006 - April 2007
Atlantic Liberty Savings Bank November 1998 - June 2006
The Bank of New York May 1998 - November 1998
Home Federal Savings Bank June 1994 - May 1998
Columbia Federal Savings Bank 1989 - 1993
Skills
Banking, Compliance, Excel, Bank Secrecy Act, Risk Management, Risk, Risk Assessment, AML, Due Diligence, KYC, Investigations, Budgeting, Auditing, Customer Relations, Compliance Management, Microsoft Office, USA PATRIOT Act, Customer Service, Fraud, Privacy, Problem Solving, Corporate Governance, Budgets, Private Investigations, Branch Banking, Internal Controls, Team Leadership, Privacy Law, Analysis, Project Management, Financial Analysis, Microsoft Excel, Coaching, Process Improvement, Business Analysis, Strategic Planning, Mortgage Lending, Team Building, Management, Enterprise Risk..., Financial Institutions, Cross Selling, Vendor Management, Retail Banking, Internal Audit, Operational Risk, Microsoft Word, Financial Risk, Commercial Banking, Credit Cards
Education
Sheshunoff Information Services 2010 — 2010
Certified Bank Secrecy Act Officer, Compliance
America's Community Bankers 2002 — 2002
Certified Consumer Compliance Officer, Compliance
Stony Brook University 1987 — 1988
St. Fortunata 1974 — 1983
Thomas G. Gevas's The Bank of New York Experience May 2005 - August 2006
Job Vice President & Sr Relationship Mgr Investment Mgr Liaison Group (IMLG) Worldwide Ops @ Northern Trust
Industry Banking
Experience
The Northern Trust Company January 2012 - Present
The Northern Trust Company October 2008 - February 2012
Northern Trust September 2006 - October 2008
The Bank of New York May 2005 - August 2006
The Bank of New York May 2001 - May 2005
The Bank of New York September 1999 - May 2001
Bankers Trust January 1997 - August 1999
Bankers Trust June 1994 - January 1997
Itel Containers International Corporation 1980 - 1991
Skills
Global Custody, Securities, Mutual Funds, Financial Services, Asset Managment, Investments, Risk Management, Investment Management, Banking, Relationship Management, Fixed Income, Equities, Alternative Investments, Derivatives, Pensions, CRM, Investment Banking, Asset Allocation, Financial Markets, Back Office, Corporate Actions, Asset Management
Education
Tufts University 1972 — 1976
BA
The Northern Trust Company January 2012 - Present
The Northern Trust Company October 2008 - February 2012
Northern Trust September 2006 - October 2008
The Bank of New York May 2005 - August 2006
The Bank of New York May 2001 - May 2005
The Bank of New York September 1999 - May 2001
Bankers Trust January 1997 - August 1999
Bankers Trust June 1994 - January 1997
Itel Containers International Corporation 1980 - 1991
Skills
Global Custody, Securities, Mutual Funds, Financial Services, Asset Managment, Investments, Risk Management, Investment Management, Banking, Relationship Management, Fixed Income, Equities, Alternative Investments, Derivatives, Pensions, CRM, Investment Banking, Asset Allocation, Financial Markets, Back Office, Corporate Actions, Asset Management
Education
Tufts University 1972 — 1976
BA
Cynthia Raguso Cynthia Raguso's The Bank of New York Experience November 2001 - February 2006
Job VP, Executive Recruiter at Citi
Industry Financial Services
Experience
Citi June 2012 - Present
Citi February 2011 - June 2012
Adecco Staffing August 2010 - December 2010
HSBC February 2006 - February 2010
The Bank of New York November 2001 - February 2006
Acsys June 2001 - October 2001
Executive Corporate Staffing September 2000 - April 2001
Mahopac National Bank September 1999 - June 2000
The Bank of New York July 1989 - September 1999
Skills
Recruiting, CRM, Human Resources, Applicant Tracking..., Interviews, Banking, Management, Talent Acquisition, Training, Financial Services, Sourcing, Onboarding, Talent Management, Retail Banking, Performance Management, Business Development, Relationship Management, Customer Service, Teamwork, Office Management, Hiring, Temporary Staffing, Negotiation, Sales, Personnel Management, Finance, Vendor Management, Employee Benefits, Team Building, Coaching, Contract Recruitment, Staffing Services, Full-cycle Recruiting, Screening, Internet Recruiting, Temporary Placement, Executive Search, Executive Management, Employee Relations, Leadership, Taleo, Client Relationship..., Time Management, Networking, Cold Calling, Benefits Negotiation, PeopleSoft, Passive Candidate..., HRIS
Education
State University of New York College at Buffalo
BS, Business Administration
Citi June 2012 - Present
Citi February 2011 - June 2012
Adecco Staffing August 2010 - December 2010
HSBC February 2006 - February 2010
The Bank of New York November 2001 - February 2006
Acsys June 2001 - October 2001
Executive Corporate Staffing September 2000 - April 2001
Mahopac National Bank September 1999 - June 2000
The Bank of New York July 1989 - September 1999
Skills
Recruiting, CRM, Human Resources, Applicant Tracking..., Interviews, Banking, Management, Talent Acquisition, Training, Financial Services, Sourcing, Onboarding, Talent Management, Retail Banking, Performance Management, Business Development, Relationship Management, Customer Service, Teamwork, Office Management, Hiring, Temporary Staffing, Negotiation, Sales, Personnel Management, Finance, Vendor Management, Employee Benefits, Team Building, Coaching, Contract Recruitment, Staffing Services, Full-cycle Recruiting, Screening, Internet Recruiting, Temporary Placement, Executive Search, Executive Management, Employee Relations, Leadership, Taleo, Client Relationship..., Time Management, Networking, Cold Calling, Benefits Negotiation, PeopleSoft, Passive Candidate..., HRIS
Education
State University of New York College at Buffalo
BS, Business Administration
Michael Cassavaw Michael Cassavaw's The Bank of New York Experience March 2006 - May 2009
Job Senior Specialist Project/Program/Application Manager at BNY Mellon
Industry Information Technology and Services
Experience
The Bank of New York Mellon June 2014 - Present
The Bank of New York Mellon July 2010 - May 2014
Northern Safety & Industrial June 2009 - July 2010
The Bank of New York March 2006 - May 2009
National Government Services March 2004 - March 2006
Inalign Inc April 2003 - November 2003
National Life Group November 1999 - November 2001
ISSI Technology Professionals March 1999 - November 1999
American Management Association April 1998 - March 1999
Monaghan Medical Corporation November 1996 - April 1998
Skills
Microsoft SQL Server, SQL, .NET, XML, ASP.NET, SharePoint, Crystal Reports, T-SQL, Web Services, HIPAA, SDLC, C#, VB.NET, Visual Studio, Unix, Visual Basic, Integration, Web Applications, MySQL, WCF, Software Development, Financial Services, Web Application Design, .NET Framework 1.1 - 3.5, MS Project, PPM, Insurance, JavaScript, XSLT, XHTML, XML Schema, DTD, Access, Testing, Java Enterprise Edition, Linux, Java, Databases, Visio, Program Management, Project Portfolio...
Education
Syracuse University 2003 — 2005
Cert., Microsoft Certified Application Developer (MCAD) Certificate
Brunswick College 1988 — 1990
AAS, Data Processing
The Bank of New York Mellon June 2014 - Present
The Bank of New York Mellon July 2010 - May 2014
Northern Safety & Industrial June 2009 - July 2010
The Bank of New York March 2006 - May 2009
National Government Services March 2004 - March 2006
Inalign Inc April 2003 - November 2003
National Life Group November 1999 - November 2001
ISSI Technology Professionals March 1999 - November 1999
American Management Association April 1998 - March 1999
Monaghan Medical Corporation November 1996 - April 1998
Skills
Microsoft SQL Server, SQL, .NET, XML, ASP.NET, SharePoint, Crystal Reports, T-SQL, Web Services, HIPAA, SDLC, C#, VB.NET, Visual Studio, Unix, Visual Basic, Integration, Web Applications, MySQL, WCF, Software Development, Financial Services, Web Application Design, .NET Framework 1.1 - 3.5, MS Project, PPM, Insurance, JavaScript, XSLT, XHTML, XML Schema, DTD, Access, Testing, Java Enterprise Edition, Linux, Java, Databases, Visio, Program Management, Project Portfolio...
Education
Syracuse University 2003 — 2005
Cert., Microsoft Certified Application Developer (MCAD) Certificate
Brunswick College 1988 — 1990
AAS, Data Processing
Kathleen Milich Kathleen Milich's The Bank of New York Experience May 1980 - January 1985
Job Associate Broker at RE/MAX Benchmark Realty Group
Industry Real Estate
Experience
RE/MAX Benchmark Realty Group December 2009 - Present
RE/MAX Benchmark Realty Group April 1993 - Present
The Bank of New York May 1980 - January 1985
Education
State University of New York College of Agriculture and Technology at Cobleskill 1978 — 1980
AAS, Business Administration
RE/MAX Benchmark Realty Group December 2009 - Present
RE/MAX Benchmark Realty Group April 1993 - Present
The Bank of New York May 1980 - January 1985
Education
State University of New York College of Agriculture and Technology at Cobleskill 1978 — 1980
AAS, Business Administration
Scott Cassie Scott Cassie's The Bank of New York Experience September 1986 - June 1993
Job VP Global Stategic Account Management Program at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's January 2015 - Present
Standard & Poor's January 2011 - December 2014
Standard & Poor's January 2006 - December 2010
Standard & Poor's January 2004 - December 2006
Standard & Poor's January 2001 - December 2003
Standard & Poor's January 1998 - December 2000
Standard & Poor's February 1996 - December 1997
Loan Pricing Corporation 1993 - 1995
The Bank of New York September 1986 - June 1993
National Westminster Bank USA June 1982 - September 1986
Skills
Business Strategy, Structured Finance, Credit, New Business Development, Management, Leadership, Executive Management, Loans, CRM, Sales, Marketing Strategy, Marketing, Project Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Trinity College-Hartford 1978 — 1982
B.A., History
Standard & Poor's January 2015 - Present
Standard & Poor's January 2011 - December 2014
Standard & Poor's January 2006 - December 2010
Standard & Poor's January 2004 - December 2006
Standard & Poor's January 2001 - December 2003
Standard & Poor's January 1998 - December 2000
Standard & Poor's February 1996 - December 1997
Loan Pricing Corporation 1993 - 1995
The Bank of New York September 1986 - June 1993
National Westminster Bank USA June 1982 - September 1986
Skills
Business Strategy, Structured Finance, Credit, New Business Development, Management, Leadership, Executive Management, Loans, CRM, Sales, Marketing Strategy, Marketing, Project Finance, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance
Trinity College-Hartford 1978 — 1982
B.A., History
Betsy Perkins Betsy Perkins's The Bank of New York Experience 1978 - 1986
Job Marketing Professional
Industry Marketing and Advertising
Experience
Wall Street Technology Association (WSTA) 1998 - 2009
Chimera Communications January 1995 - August 1998
Cohoes Savings Bank 1991 - 1994
National Savings Bank of Albany 1986 - 1991
The Bank of New York 1978 - 1986
Education
State University of New York College at Oneonta 1976 — 1978
Westchester Community College 1974 — 1976
A.A.S., Liberal Arts
Wall Street Technology Association (WSTA) 1998 - 2009
Chimera Communications January 1995 - August 1998
Cohoes Savings Bank 1991 - 1994
National Savings Bank of Albany 1986 - 1991
The Bank of New York 1978 - 1986
Education
State University of New York College at Oneonta 1976 — 1978
Westchester Community College 1974 — 1976
A.A.S., Liberal Arts
Edward Levine Edward Levine's The Bank of New York Experience February 1993 - August 1995
Job Route Owner/ Operator at Snyder'sLance
Industry Wholesale
Experience
Snyder's-Lance January 2013 - Present
Bimbo Bakeries November 2012 - December 2012
Freihofers (Bimbo Bakeries) June 2003 - August 2012
Menlo Capital August 1995 - February 2003
Marshalls October 2001 - October 2002
The Bank of New York February 1993 - August 1995
Empire Blue Cross and Blue Shield February 1991 - February 1993
US Dept of Commerce April 1990 - September 1990
WSTM-TV May 1989 - August 1989
Skills
Merchandising, Sales, Account Management, Inventory Management, Sales Management, Trade Shows, New Business Development, Marketing, Customer Service, Retail, Marketing Strategy, Negotiation, Forecasting, Strategic Planning, Team Building, Real Estate, Key Account Management, Direct Sales, Apparel, Microsoft Office, B2B, National Accounts, Sales Process, Product Marketing, Social Media, Contract Negotiation, Sales Analysis, Purchasing, Budgets, Social Media Marketing, Sales Force Development, Outside Sales, PowerPoint, Public Speaking, Pricing, Small Business, Grocery, Sales Operations, Business Development, Sales Growth, Advertising, Management, Photoshop, Product Development, Leadership, Cold Calling, Visual Merchandising
Education
Long Island University, Graduate School Of Public Administration (Westchester Campus) 1990 — 1991
SUNY Oswego 1986 — 1990
BA, Communications
Snyder's-Lance January 2013 - Present
Bimbo Bakeries November 2012 - December 2012
Freihofers (Bimbo Bakeries) June 2003 - August 2012
Menlo Capital August 1995 - February 2003
Marshalls October 2001 - October 2002
The Bank of New York February 1993 - August 1995
Empire Blue Cross and Blue Shield February 1991 - February 1993
US Dept of Commerce April 1990 - September 1990
WSTM-TV May 1989 - August 1989
Skills
Merchandising, Sales, Account Management, Inventory Management, Sales Management, Trade Shows, New Business Development, Marketing, Customer Service, Retail, Marketing Strategy, Negotiation, Forecasting, Strategic Planning, Team Building, Real Estate, Key Account Management, Direct Sales, Apparel, Microsoft Office, B2B, National Accounts, Sales Process, Product Marketing, Social Media, Contract Negotiation, Sales Analysis, Purchasing, Budgets, Social Media Marketing, Sales Force Development, Outside Sales, PowerPoint, Public Speaking, Pricing, Small Business, Grocery, Sales Operations, Business Development, Sales Growth, Advertising, Management, Photoshop, Product Development, Leadership, Cold Calling, Visual Merchandising
Education
Long Island University, Graduate School Of Public Administration (Westchester Campus) 1990 — 1991
SUNY Oswego 1986 — 1990
BA, Communications
Krishnan Narayanan Krishnan Narayanan's The Bank of New York Experience July 1995 - August 1996
Job Consultant at Horizon Industries, Limited
Industry Information Technology and Services
Experience
Horizon Industries, Limited January 2011 - Present
Dept of Labor-State of NJ- Professional Service Group June 2009 - January 2011
Cafe Holdings, LLC 2005 - 2009
E-sun Solutions, Inc 2000 - 2005
Morgan Stanley Smith Barney March 2000 - September 2000
Trading Edge 1999 - 2000
Goldman Sachs & Co September 1998 - September 1999
Merrill Lynch & Co, New York November 1997 - September 1998
Chase Manhattan Bank October 1996 - November 1997
The Bank of New York July 1995 - August 1996
Skills
J2EE, Spring, Perl, C++, Hibernate, Sybase, MySQL, ClearCase, Java, SQL, XML, Tomcat, JavaScript, Websphere, Eclipse, HTML, JSP, Servlets, Software Development, Linux, Unix, PL/SQL, C, Databases, JDBC, Product Development, Web Development, Weblogic, Struts2, JUnit, JMS, UML, Unix Shell Scripting, Oracle, SQL Server, TIBCO, Program Management, Python, Subversion, CVS, ClearQuest, EJB
Education
Stony Brook University 1977 — 1982
BE
Horizon Industries, Limited January 2011 - Present
Dept of Labor-State of NJ- Professional Service Group June 2009 - January 2011
Cafe Holdings, LLC 2005 - 2009
E-sun Solutions, Inc 2000 - 2005
Morgan Stanley Smith Barney March 2000 - September 2000
Trading Edge 1999 - 2000
Goldman Sachs & Co September 1998 - September 1999
Merrill Lynch & Co, New York November 1997 - September 1998
Chase Manhattan Bank October 1996 - November 1997
The Bank of New York July 1995 - August 1996
Skills
J2EE, Spring, Perl, C++, Hibernate, Sybase, MySQL, ClearCase, Java, SQL, XML, Tomcat, JavaScript, Websphere, Eclipse, HTML, JSP, Servlets, Software Development, Linux, Unix, PL/SQL, C, Databases, JDBC, Product Development, Web Development, Weblogic, Struts2, JUnit, JMS, UML, Unix Shell Scripting, Oracle, SQL Server, TIBCO, Program Management, Python, Subversion, CVS, ClearQuest, EJB
Education
Stony Brook University 1977 — 1982
BE
Len Randazzo Len Randazzo's The Bank of New York Experience August 2009 - February 2010
Job Managing Director, Control and Program Officer, Asset Management at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Asset Management May 2013 - Present
JP Morgan Asset Management February 2010 - April 2013
The Bank of New York August 2009 - February 2010
Rockit Solutions LLC January 2009 - July 2009
Bear Stearns Asset Management October 2007 - December 2008
BNY Mellon 2001 - 2007
Headstrong 2000 - 2005
Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class
Education
Stevens Institute of Technology 1995 — 1997
JPMorgan Asset Management May 2013 - Present
JP Morgan Asset Management February 2010 - April 2013
The Bank of New York August 2009 - February 2010
Rockit Solutions LLC January 2009 - July 2009
Bear Stearns Asset Management October 2007 - December 2008
BNY Mellon 2001 - 2007
Headstrong 2000 - 2005
Skills
Management, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Portfolio Management, Finance, Capital Markets, Investments, Derivatives, Risk Management, Securities, Alternative Investments, Banking, Leadership, Investment Banking, Program Management, Management Consulting, Equites, Multi Asset Class
Education
Stevens Institute of Technology 1995 — 1997
Jose A Molinas, MAI, AI-GRS Jose A Molinas, MAI, AI-GRS's The Bank of New York Experience October 1995 - September 2006
Job Executive Director, Real Estate Appraisal Director Central/East Regions at Chase Bank CTL Appraisal
Industry Real Estate
Experience
Chase July 2015 - Present
Chase Bank December 2011 - June 2015
Molinas Realty Inc. January 2009 - December 2011
Washington Mutual Bank November 2006 - January 2009
The Bank of New York October 1995 - September 2006
Skills
Real Estate, Credit, Loans, Mortgage, Residential
Education
State University of New York at New Paltz 1987 — 1989
BS, Business Administration
Appraisal Institute
MAI, AI-GRS Designated Member of the Appraisal Institute
Chase July 2015 - Present
Chase Bank December 2011 - June 2015
Molinas Realty Inc. January 2009 - December 2011
Washington Mutual Bank November 2006 - January 2009
The Bank of New York October 1995 - September 2006
Skills
Real Estate, Credit, Loans, Mortgage, Residential
Education
State University of New York at New Paltz 1987 — 1989
BS, Business Administration
Appraisal Institute
MAI, AI-GRS Designated Member of the Appraisal Institute
Terri LoGiudice's The Bank of New York Experience 1990 - 1993
Job Digital Solutions Manager at Alliance Data Retail Services
Industry Financial Services
Experience
Alliance Data Retail Services May 2015 - Present
The Wendy's Company August 2009 - May 2015
Fidelity Investments December 2006 - February 2009
JP Morgan Chase August 2004 - December 2006
Bank One August 1996 - July 2004
Fleet Bank 1994 - 1996
The Bank of New York 1990 - 1993
UJB Financial 1982 - 1989
Skills
Team Management, Instructional Design, Training, Needs Analysis, Employee Training, Project Management, E-Learning, ADDIE, Learning Management..., Management, Team Building, Adult Education, Performance Consulting, Leadership, Instructor-led Training, Blended Learning, Technical Writing, Hands-on Training, Vendor Management, Multimedia, PowerPoint, Microsoft Office, Learning Management, SnagIt, Distance Learning, Training Delivery, Onboarding, Camtasia, Photoshop, Outlook, SCORM, Workshop Facilitation, Adobe Acrobat, Financial Services, SharePoint, Software Documentation, Technical Training, Microsoft Excel, ILT, Adobe Connect, Web-based Training, Word, Excel, E-learning Development, WBT, Fireworks, Online Training, Captivate
Education
Union County College 1984 — 1986
Non-matriculated, Business
St Mary of the Assumption 1979 — 1982
HS Diploma, business
Alliance Data Retail Services May 2015 - Present
The Wendy's Company August 2009 - May 2015
Fidelity Investments December 2006 - February 2009
JP Morgan Chase August 2004 - December 2006
Bank One August 1996 - July 2004
Fleet Bank 1994 - 1996
The Bank of New York 1990 - 1993
UJB Financial 1982 - 1989
Skills
Team Management, Instructional Design, Training, Needs Analysis, Employee Training, Project Management, E-Learning, ADDIE, Learning Management..., Management, Team Building, Adult Education, Performance Consulting, Leadership, Instructor-led Training, Blended Learning, Technical Writing, Hands-on Training, Vendor Management, Multimedia, PowerPoint, Microsoft Office, Learning Management, SnagIt, Distance Learning, Training Delivery, Onboarding, Camtasia, Photoshop, Outlook, SCORM, Workshop Facilitation, Adobe Acrobat, Financial Services, SharePoint, Software Documentation, Technical Training, Microsoft Excel, ILT, Adobe Connect, Web-based Training, Word, Excel, E-learning Development, WBT, Fireworks, Online Training, Captivate
Education
Union County College 1984 — 1986
Non-matriculated, Business
St Mary of the Assumption 1979 — 1982
HS Diploma, business
Chris Hurley Chris Hurley's The Bank of New York Experience February 1997 - April 1998
Job
Industry Information Technology and Services
Experience
Check Point Software Technologies January 2013 - Present
CheckPoint Software April 2009 - December 2012
Nokia June 2006 - April 2009
Westcon N/A December 1999 - June 2006
Westcon Group, Inc. 1999 - 2006
AT&T April 1998 - December 1999
The Bank of New York February 1997 - April 1998
The Bank of New York June 1996 - February 1997
The Bank of New York August 1993 - June 1996
Skills
Channel, Direct Sales, Account Management, Management, Selling, Sales Management, Coaching, Professional Services, Channel Partners, Business Planning, Solution Selling, Sales, Networking, Security, Leadership, Wireless, SaaS, Sales Process, Cloud Computing, Mobile Devices, Managed Services, Enterprise Software
Education
Syracuse University 1986 — 1990
Check Point Software Technologies January 2013 - Present
CheckPoint Software April 2009 - December 2012
Nokia June 2006 - April 2009
Westcon N/A December 1999 - June 2006
Westcon Group, Inc. 1999 - 2006
AT&T April 1998 - December 1999
The Bank of New York February 1997 - April 1998
The Bank of New York June 1996 - February 1997
The Bank of New York August 1993 - June 1996
Skills
Channel, Direct Sales, Account Management, Management, Selling, Sales Management, Coaching, Professional Services, Channel Partners, Business Planning, Solution Selling, Sales, Networking, Security, Leadership, Wireless, SaaS, Sales Process, Cloud Computing, Mobile Devices, Managed Services, Enterprise Software
Education
Syracuse University 1986 — 1990
Segun Fabiyi Segun Fabiyi's The Bank of New York Experience June 2000 - December 2005
Job Compliance Change Program Manager Assistant Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
JPMorgan Chase January 2014 - May 2015
JP Morgan Chase March 2010 - January 2014
Deutsche Bank December 2005 - March 2010
The Bank of New York June 2000 - December 2005
Skills
Microsoft Office, Securities, Cash, Payments, Accounting, Cross Selling, Fixed Income, Customer Service, Funding, Customer Relations, Financial Reporting, Bloomberg, Access, Excel, PowerPoint, Word, Outlook, Problem Solving, FX, Microsoft Excel, FX Options, Treasury Management, Cash Management, Corporate Trust, Corporate Finance, SPSS, Settlement, Finance, Risk Management, Financial Analysis, Financial Risk
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
MBA, Finance, 3.53
University of Missouri-Saint Louis 1996 — 1999
Bachelors, Business Admin.
Barclays Investment Bank May 2015 - Present
JPMorgan Chase January 2014 - May 2015
JP Morgan Chase March 2010 - January 2014
Deutsche Bank December 2005 - March 2010
The Bank of New York June 2000 - December 2005
Skills
Microsoft Office, Securities, Cash, Payments, Accounting, Cross Selling, Fixed Income, Customer Service, Funding, Customer Relations, Financial Reporting, Bloomberg, Access, Excel, PowerPoint, Word, Outlook, Problem Solving, FX, Microsoft Excel, FX Options, Treasury Management, Cash Management, Corporate Trust, Corporate Finance, SPSS, Settlement, Finance, Risk Management, Financial Analysis, Financial Risk
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
MBA, Finance, 3.53
University of Missouri-Saint Louis 1996 — 1999
Bachelors, Business Admin.
Gabrielle Fisher Gabrielle Fisher's The Bank of New York Experience June 2004 - May 2005
Job Senior Technical Project Manager and Release Manager
Industry Financial Services
Experience
Estee Lauder Companies May 2011 - June 2015
American Express 2010 - 2011
IBM 2005 - 2009
UBS Wealth Management December 2004 - May 2005
The Bank of New York June 2004 - May 2005
Bluefinch Corporation October 2004 - January 2005
Zone One Audio and Visual April 2004 - July 2004
Westchester Community Opportunity Program April 2002 - March 2003
Central Park Conservancy January 1998 - April 2001
Outward Bound April 1995 - January 1997
Skills
Non-profits, Financial Services, E-commerce, Pharmaceutics, Change Management, Program Management, Management Consulting, Workshop Facilitation, Management, Cross-functional Team..., Project Management, Training
Education
Teachers College of Columbia University 2003 — 2005
M.A., Organizational Pyschology
University of Oregon 1990 — 1993
B.A., English Literature
Estee Lauder Companies May 2011 - June 2015
American Express 2010 - 2011
IBM 2005 - 2009
UBS Wealth Management December 2004 - May 2005
The Bank of New York June 2004 - May 2005
Bluefinch Corporation October 2004 - January 2005
Zone One Audio and Visual April 2004 - July 2004
Westchester Community Opportunity Program April 2002 - March 2003
Central Park Conservancy January 1998 - April 2001
Outward Bound April 1995 - January 1997
Skills
Non-profits, Financial Services, E-commerce, Pharmaceutics, Change Management, Program Management, Management Consulting, Workshop Facilitation, Management, Cross-functional Team..., Project Management, Training
Education
Teachers College of Columbia University 2003 — 2005
M.A., Organizational Pyschology
University of Oregon 1990 — 1993
B.A., English Literature
Gregory Wildgrube's The Bank of New York Experience January 2000 - December 2003
Job Client Integration and Relationship Management, Foreign Exchange Professional
Industry Financial Services
Experience
Drivers History June 2015 - Present
BNY Mellon August 2012 - June 2014
BNY Mellon January 2012 - August 2012
The Bank of New York January 2000 - December 2003
The Bank of New York July 1998 - December 1999
Philip Morris, USA June 1995 - July 1998
HaydenWegman, Inc. June 1992 - June 1995
E-Systems January 1990 - July 1991
Skills
Financial Markets, Product Management, Fixed Income, Foreign Exchange, E-commerce, FX Options, Derivatives
Education
The University of Texas at Austin 1987 — 1992
BS, Aerospace Engineering
Drivers History June 2015 - Present
BNY Mellon August 2012 - June 2014
BNY Mellon January 2012 - August 2012
The Bank of New York January 2000 - December 2003
The Bank of New York July 1998 - December 1999
Philip Morris, USA June 1995 - July 1998
HaydenWegman, Inc. June 1992 - June 1995
E-Systems January 1990 - July 1991
Skills
Financial Markets, Product Management, Fixed Income, Foreign Exchange, E-commerce, FX Options, Derivatives
Education
The University of Texas at Austin 1987 — 1992
BS, Aerospace Engineering
Peter Ramundo Peter Ramundo's The Bank of New York Experience November 1989 - April 1999
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
New York Life Insurance Company April 2014 - Present
New England Financial December 2007 - August 2012
The Guardian Life Insurance Company of America June 2005 - January 2007
American Express Financial Advisors September 2003 - May 2005
Citibank April 1999 - August 2003
The Bank of New York November 1989 - April 1999
Education
The George Washington University 1985 — 1989
BBA, Finance
St. Joseph Regional HS 1982 — 1985
High School
Amir Shah's The Bank of New York Experience October 2006 - April 2008
Job Global Strategic Pursuits, Account Management and Professional Services
Industry Information Technology and Services
Experience
Fujitsu February 2015 - Present
Fujitsu January 2014 - Present
Fujitsu April 2011 - January 2014
Xerox February 2011 - April 2011
CSC April 2008 - February 2011
The Bank of New York October 2006 - April 2008
JPMorgan November 2001 - October 2006
Portaris March 2000 - November 2001
Emerson Electric November 1995 - March 2000
ABB December 1990 - November 1995
Skills
IT Strategy, P&L Management, Program Management, Management, Business Transformation, Outsourcing, IT Service Management, Change Management, IT Outsourcing, Software Development, Leadership, Data Center, New Business Development, CRM, PMO, IT Governance, Transition Management, IT Transformation, Acquisition Integration, Offshoring, Account Management, Vendor Management, Business Process Design, Risk Management, Operations Management, Integration
Education
The University of Manchester 1989 — 1990
Master's Degree
Fujitsu February 2015 - Present
Fujitsu January 2014 - Present
Fujitsu April 2011 - January 2014
Xerox February 2011 - April 2011
CSC April 2008 - February 2011
The Bank of New York October 2006 - April 2008
JPMorgan November 2001 - October 2006
Portaris March 2000 - November 2001
Emerson Electric November 1995 - March 2000
ABB December 1990 - November 1995
Skills
IT Strategy, P&L Management, Program Management, Management, Business Transformation, Outsourcing, IT Service Management, Change Management, IT Outsourcing, Software Development, Leadership, Data Center, New Business Development, CRM, PMO, IT Governance, Transition Management, IT Transformation, Acquisition Integration, Offshoring, Account Management, Vendor Management, Business Process Design, Risk Management, Operations Management, Integration
Education
The University of Manchester 1989 — 1990
Master's Degree
Lillian Sierra Lillian Sierra's The Bank of New York Experience May 1997 - May 2007
Job Head Teller at TD Bank
Industry Banking
Experience
TD March 2015 - Present
Chase May 2007 - November 2014
The Bank of New York May 1997 - May 2007
Skills
Management, Analytical Skills, Employee Training, Operations Management, Job Coaching, Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, Help Desk Support, Bilingual - Spanish, Training, Financial Services, Retail Banking, Human Resources, Security
Education
The College of Westchester 2004 — 2006
Associate of Applied Science Degree, Computer Applications Management
TD March 2015 - Present
Chase May 2007 - November 2014
The Bank of New York May 1997 - May 2007
Skills
Management, Analytical Skills, Employee Training, Operations Management, Job Coaching, Customer Service, Problem Solving, Microsoft Excel, Microsoft Word, Help Desk Support, Bilingual - Spanish, Training, Financial Services, Retail Banking, Human Resources, Security
Education
The College of Westchester 2004 — 2006
Associate of Applied Science Degree, Computer Applications Management
Maria Karina Ochoa Maria Karina Ochoa's The Bank of New York Experience September 2000 - February 2004
Job at
Industry Consumer Services
Experience
BNY Mellon February 2015 - Present
Utica School District, Jones Elementary March 2014 - February 2015
Continental Home Care Agency July 2013 - January 2014
Citibank NA March 2012 - July 2013
Very Important People June 2011 - February 2012
Bank of America May 2010 - August 2010
Fluffy White Dog Treats June 2009 - August 2010
Citi Private Bank May 2006 - May 2010
Bank of America April 2004 - May 2006
The Bank of New York September 2000 - February 2004
Skills
Community Outreach, Teamwork, Strategic Planning, Client Loyalty, Sales Management, Time Management, Market Research, Customer Relations, Negotiation, Customer Service, Management, Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, Training, Business Strategy, Research, Leadership, PowerPoint
Education
State University of New York at Albany 2011 — 2011
Early Childhood, Education
Syracuse University 2001 — 2005
Bachelor of Science, Management Finance
Utica College 2001 — 2005
Management, Finance
BNY Mellon February 2015 - Present
Utica School District, Jones Elementary March 2014 - February 2015
Continental Home Care Agency July 2013 - January 2014
Citibank NA March 2012 - July 2013
Very Important People June 2011 - February 2012
Bank of America May 2010 - August 2010
Fluffy White Dog Treats June 2009 - August 2010
Citi Private Bank May 2006 - May 2010
Bank of America April 2004 - May 2006
The Bank of New York September 2000 - February 2004
Skills
Community Outreach, Teamwork, Strategic Planning, Client Loyalty, Sales Management, Time Management, Market Research, Customer Relations, Negotiation, Customer Service, Management, Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Sales, Training, Business Strategy, Research, Leadership, PowerPoint
Education
State University of New York at Albany 2011 — 2011
Early Childhood, Education
Syracuse University 2001 — 2005
Bachelor of Science, Management Finance
Utica College 2001 — 2005
Management, Finance
Alana Gulotta Alana Gulotta's The Bank of New York Experience May 2004 - March 2008
Job
Industry Education Management
Experience
Briarcliff Manor Public School District November 2013 - Present
Tarrytown Jewelers November 2010 - October 2013
Westfair Business Publications February 2008 - August 2009
The Bank of New York May 2004 - March 2008
Mount Vernon School District 1998 - 2002
Skills
Social Media, Public Speaking, Fundraising, Customer Service, Event Planning, Microsoft Office, Press Releases, Program Development, Strategic Planning, New Business Development, Staff Development, Social Media Marketing, Team Building, Editing, Public Relations, Newsletters, Community Outreach
Education
The College of New Rochelle 2003 — 2005
M.S, Multicultural Education
University of West Florida 1979 — 1982
B.A., Education
Briarcliff Manor Public School District November 2013 - Present
Tarrytown Jewelers November 2010 - October 2013
Westfair Business Publications February 2008 - August 2009
The Bank of New York May 2004 - March 2008
Mount Vernon School District 1998 - 2002
Skills
Social Media, Public Speaking, Fundraising, Customer Service, Event Planning, Microsoft Office, Press Releases, Program Development, Strategic Planning, New Business Development, Staff Development, Social Media Marketing, Team Building, Editing, Public Relations, Newsletters, Community Outreach
Education
The College of New Rochelle 2003 — 2005
M.S, Multicultural Education
University of West Florida 1979 — 1982
B.A., Education
Jimmie Warren Jimmie Warren's The Bank of New York Experience 1990 - 2004
Job Assistant Vice President, Transfer Agent Team Leader at Mizuho Bank
Industry Accounting
Experience
Mizuho Bank September 2014 - Present
Mizuho Trust and Banking May 2009 - September 2014
Linedata Services August 2005 - February 2009
The Bank of New York 1990 - 2004
Skills
Management, Hedge Funds, Financial Services, Accounting, Derivatives, Mutual Funds, Investments, Banking, Equities, CRM, Asset Management, Fixed Income, Business Analysis, Risk Management
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
Mizuho Bank September 2014 - Present
Mizuho Trust and Banking May 2009 - September 2014
Linedata Services August 2005 - February 2009
The Bank of New York 1990 - 2004
Skills
Management, Hedge Funds, Financial Services, Accounting, Derivatives, Mutual Funds, Investments, Banking, Equities, CRM, Asset Management, Fixed Income, Business Analysis, Risk Management
Education
State University of New York College at Oswego 1988 — 1992
BS, Accounting
Pargehe Jackson Pargehe Jackson's The Bank of New York Experience June 2002 - August 2002
Job Media Coordinator at The Center for Medical Weight Loss
Industry Health, Wellness and Fitness
Experience
Be Thin Inc. April 2010 - Present
Luntz, Maslansky Strategic Research May 2007 - August 2007
The Bank of New York June 2002 - August 2002
Skills
Management, Project Management, Human Resources
Education
Temple University 2003 — 2007
Bachelor of Arts (BA), History
Be Thin Inc. April 2010 - Present
Luntz, Maslansky Strategic Research May 2007 - August 2007
The Bank of New York June 2002 - August 2002
Skills
Management, Project Management, Human Resources
Education
Temple University 2003 — 2007
Bachelor of Arts (BA), History
Gloria Rizo Gloria Rizo's The Bank of New York Experience June 1992 - December 1995
Job Assistant Director, SFS Counseling and Student Employment at Seattle Pacific University
Industry Financial Services
Experience
Seattle Pacific University January 1996 - Present
Seattle Pacific University October 1999 - July 2005
Seattle Pacific University January 1996 - September 1999
The Bank of New York June 1992 - December 1995
Skills
Higher Education
Education
Universidad Centroamericana, Managua 1990 — 1992
Colegio Teresiano, Managua 1976 — 1989
Seattle Pacific University January 1996 - Present
Seattle Pacific University October 1999 - July 2005
Seattle Pacific University January 1996 - September 1999
The Bank of New York June 1992 - December 1995
Skills
Higher Education
Education
Universidad Centroamericana, Managua 1990 — 1992
Colegio Teresiano, Managua 1976 — 1989
Jay Pinkala Jay Pinkala's The Bank of New York Experience January 1998 - October 2006
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed August 2009 - Present
M&T Bank January 2008 - July 2009
JPMorgan Chase June 2007 - December 2007
IFMG February 2007 - June 2007
The Bank of New York January 1998 - October 2006
U.S. Army Military Intelligence April 1987 - April 1991
Skills
Analytical Background, Stock Market, Balance Sheet, Income Statement, Sales, Leadership, Self-motivated Team..., Goal Oriented, Trainer, Handle Multiple Projects, Independent Self-starter, Stock & Options Trading, Organized, Managerial, Integrity, Dependable Team Player, Entrepreneurial, Advising Clients, Effective Listener, Information Gathering, Public Speaking
Education
SUNY New Paltz 1993 — 1994
Bachelor of Science (BS), Business Administration/Marketing & Management
University of Maryland University College 1990 — 1993
Associate of Arts (A.A.), General Studies
Self-employed August 2009 - Present
M&T Bank January 2008 - July 2009
JPMorgan Chase June 2007 - December 2007
IFMG February 2007 - June 2007
The Bank of New York January 1998 - October 2006
U.S. Army Military Intelligence April 1987 - April 1991
Skills
Analytical Background, Stock Market, Balance Sheet, Income Statement, Sales, Leadership, Self-motivated Team..., Goal Oriented, Trainer, Handle Multiple Projects, Independent Self-starter, Stock & Options Trading, Organized, Managerial, Integrity, Dependable Team Player, Entrepreneurial, Advising Clients, Effective Listener, Information Gathering, Public Speaking
Education
SUNY New Paltz 1993 — 1994
Bachelor of Science (BS), Business Administration/Marketing & Management
University of Maryland University College 1990 — 1993
Associate of Arts (A.A.), General Studies
Chris Brantley Chris Brantley's The Bank of New York Experience August 2005 - May 2007
Job Asset Manager at CIII Asset Management LLC
Industry Real Estate
Experience
C-III Asset Management LLC March 2009 - Present
NorthStar Realty Finance February 2008 - December 2008
Countrywide Commercial Real Estate Finance May 2007 - February 2008
The Bank of New York August 2005 - May 2007
ORIX Capital Markets December 2002 - August 2005
Skills
Real Estate, Commercial Real Estate, Loans, Portfolio Management, Underwriting, Leases, CMBS, Credit, Finance, Capital Markets, Loan Servicing, Appraisals, Property, Apartments, Negotiation, Loss Mitigation, Analysis, Real Estate Economics, Asset Management, Marketing, Real Estate Financing, Disposition, Restructuring, Commercial Mortgages, Investment Properties
Education
The University of Texas at Arlington 2004 — 2006
Master of Science, Real Estate
Stephen F. Austin State University 1999 — 2002
Bachelor of Business Administration, Finance
Madisonville High School
C-III Asset Management LLC March 2009 - Present
NorthStar Realty Finance February 2008 - December 2008
Countrywide Commercial Real Estate Finance May 2007 - February 2008
The Bank of New York August 2005 - May 2007
ORIX Capital Markets December 2002 - August 2005
Skills
Real Estate, Commercial Real Estate, Loans, Portfolio Management, Underwriting, Leases, CMBS, Credit, Finance, Capital Markets, Loan Servicing, Appraisals, Property, Apartments, Negotiation, Loss Mitigation, Analysis, Real Estate Economics, Asset Management, Marketing, Real Estate Financing, Disposition, Restructuring, Commercial Mortgages, Investment Properties
Education
The University of Texas at Arlington 2004 — 2006
Master of Science, Real Estate
Stephen F. Austin State University 1999 — 2002
Bachelor of Business Administration, Finance
Madisonville High School
Elaine Strauss Elaine Strauss's The Bank of New York Experience 1996 - 1999
Job Talent Acquisition Specialist at North ShoreLIJ Health System
Industry Staffing and Recruiting
Experience
North Shore-LIJ Health System October 2014 - Present
Kelly Services March 2014 - October 2014
Comforce January 2013 - March 2014
Randstad February 1999 - 2005
The Bank Of New York 1996 - 1999
Skills
Microsoft Office, Temporary Placement, Leadership, Customer Service, Outlook, Training, Advocacy, Microsoft Word, Recruiting, Business Development, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, PowerPoint, Fundraising, Interviews, Sourcing, Microsoft Excel, Research, Windows, Sales, CRM, Program Management, Temporary Staffing, Payroll, College Recruiting
Education
Towson University
Bachelor of Science (B.S.), Psychology
Great Neck South HS
North Shore-LIJ Health System October 2014 - Present
Kelly Services March 2014 - October 2014
Comforce January 2013 - March 2014
Randstad February 1999 - 2005
The Bank Of New York 1996 - 1999
Skills
Microsoft Office, Temporary Placement, Leadership, Customer Service, Outlook, Training, Advocacy, Microsoft Word, Recruiting, Business Development, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Internet Recruiting, PowerPoint, Fundraising, Interviews, Sourcing, Microsoft Excel, Research, Windows, Sales, CRM, Program Management, Temporary Staffing, Payroll, College Recruiting
Education
Towson University
Bachelor of Science (B.S.), Psychology
Great Neck South HS
Costas Boumis Costas Boumis's The Bank of New York Experience August 1988 - September 2006
Job Cash Management Relationship Manager
Industry Banking
Experience
Hudson Valley Bank April 2009 - April 2013
Chase Bank October 2006 - April 2009
The Bank of New York August 1988 - September 2006
Skills
Cash Management, Management, Branch Banking, Sales, Branch Management, Commercial Banking, Retail Banking, Banking, Loans, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Cross Selling, Consumer Lending, Commercial Mortgages, Wealth Management, Deposits, Lines Of Credit, Loan Origination, Risk Management, Credit Risk, Mortgage Lending, Relationship Management, Customer Service, Portfolio Management, Treasury Management, Sales Management, Financial Analysis, Underwriting, Core Banking, Financial Services, Mortgage Banking, Private Banking, Construction Loans, Finance, Investments, Financial Structuring, Merchant Services, Treasury Services, Series 63, AML, Credit Cards, Payments, Asset Management, Business Relationship..., Fixed Income, Mutual Funds, Bank Secrecy Act, Securities
Education
State University of New York at Buffalo 1982 — 1987
Bachelor of Arts (B.A.), Economics; Minor in Chemistry
Hudson Valley Bank April 2009 - April 2013
Chase Bank October 2006 - April 2009
The Bank of New York August 1988 - September 2006
Skills
Cash Management, Management, Branch Banking, Sales, Branch Management, Commercial Banking, Retail Banking, Banking, Loans, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Cross Selling, Consumer Lending, Commercial Mortgages, Wealth Management, Deposits, Lines Of Credit, Loan Origination, Risk Management, Credit Risk, Mortgage Lending, Relationship Management, Customer Service, Portfolio Management, Treasury Management, Sales Management, Financial Analysis, Underwriting, Core Banking, Financial Services, Mortgage Banking, Private Banking, Construction Loans, Finance, Investments, Financial Structuring, Merchant Services, Treasury Services, Series 63, AML, Credit Cards, Payments, Asset Management, Business Relationship..., Fixed Income, Mutual Funds, Bank Secrecy Act, Securities
Education
State University of New York at Buffalo 1982 — 1987
Bachelor of Arts (B.A.), Economics; Minor in Chemistry
Franklin Katina Franklin Katina's The Bank of New York Experience June 2005 - April 2007
Job Credit Analyst at Svenska Handelsbanken
Industry Banking
Experience
Svenska Handelsbanken April 2007 - Present
The Bank of New York June 2005 - April 2007
American International Group March 1998 - June 2005
Skills
Portuguese, Credit, Banking, Insurance, Analysis, Hedge Funds, Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Loans, Portfolio Management, Risk, Financial Modeling, Corporate Finance, Commercial Banking, Risk Analysis, Trade Finance, Bloomberg, Financial Institutions, Cash Flow, Investment Banking, Financial Risk
Education
The Johns Hopkins University 1992 — 1994
Master's, Finance
Svenska Handelsbanken April 2007 - Present
The Bank of New York June 2005 - April 2007
American International Group March 1998 - June 2005
Skills
Portuguese, Credit, Banking, Insurance, Analysis, Hedge Funds, Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Loans, Portfolio Management, Risk, Financial Modeling, Corporate Finance, Commercial Banking, Risk Analysis, Trade Finance, Bloomberg, Financial Institutions, Cash Flow, Investment Banking, Financial Risk
Education
The Johns Hopkins University 1992 — 1994
Master's, Finance
John O'Gara John O'Gara's The Bank of New York Experience 1989 - 2001
Job Seeking New Opportunities Payments, Product, C&IB Strategies, Healthcare Revenue Cycle
Industry Information Technology and Services
Experience
Precision Cost & Revenue Strategies April 2012 - Present
PNC December 2010 - April 2012
ImageScan May 2009 - December 2010
Symcor April 2008 - December 2008
National City Bank April 2006 - March 2008
RemitFlow Consulting Group April 2004 - March 2006
National City Bank October 2001 - March 2004
The Bank of New York 1989 - 2001
Skills
Product Development, Requirements Gathering, Strategic Planning, Contract Negotiation, Market Pricing, Payments, Financial Services, Leadership, Banking, Product Management, Relationship Management, Business Case, Business Development, Strategy, Executive Management, Risk Management, Process Improvement, Vendor Management, Strategic Partnerships, Marketing, Cash Management, Business Planning, Creative Strategy, Business Process, Sales, Change Management, SDLC, Product Marketing, Project Management, Management, Consulting, Cloud Computing, New Business Development, Treasury Management, Finance, Operations Management, Business Analysis, Sales Operations, Business Process..., Software Documentation, CRM, Business Intelligence, IT Strategy, P&L Management, Cross-functional Team..., Program Management, Outsourcing, Electronic Payments, Management Consulting, Mergers & Acquisitions
Education
UCLA Extension Corporate Education & Custom Programs 2012 — 2015
Marketing and New Social Media
American Institue of Banking 1992 — 1993
Operations Management, Operations and Bank Systems
Precision Cost & Revenue Strategies April 2012 - Present
PNC December 2010 - April 2012
ImageScan May 2009 - December 2010
Symcor April 2008 - December 2008
National City Bank April 2006 - March 2008
RemitFlow Consulting Group April 2004 - March 2006
National City Bank October 2001 - March 2004
The Bank of New York 1989 - 2001
Skills
Product Development, Requirements Gathering, Strategic Planning, Contract Negotiation, Market Pricing, Payments, Financial Services, Leadership, Banking, Product Management, Relationship Management, Business Case, Business Development, Strategy, Executive Management, Risk Management, Process Improvement, Vendor Management, Strategic Partnerships, Marketing, Cash Management, Business Planning, Creative Strategy, Business Process, Sales, Change Management, SDLC, Product Marketing, Project Management, Management, Consulting, Cloud Computing, New Business Development, Treasury Management, Finance, Operations Management, Business Analysis, Sales Operations, Business Process..., Software Documentation, CRM, Business Intelligence, IT Strategy, P&L Management, Cross-functional Team..., Program Management, Outsourcing, Electronic Payments, Management Consulting, Mergers & Acquisitions
Education
UCLA Extension Corporate Education & Custom Programs 2012 — 2015
Marketing and New Social Media
American Institue of Banking 1992 — 1993
Operations Management, Operations and Bank Systems
Kurt Smith, CFA's The Bank of New York Experience March 1998 - March 1999
Job Quality Assurance Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Home Mortgage April 2010 - Present
Stark Investments March 2007 - June 2008
EasyLink Services Corporation 2000 - 2007
The Bank of New York March 1998 - March 1999
Skills
Financial Modeling, Mergers & Acquisitions, Investments, Corporate Finance, Hedge Funds, Portfolio Management, Finance, Securities, Structured Finance, Restructuring, Trading, Credit, Options, Analysis, Equity Research, Financial Structuring, Budgets, Prime Brokerage, Telecommunications, Management
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Int'l Finance
University of the West Indies 1989 — 1993
Bsc, Applied Chemistry
Wells Fargo Home Mortgage April 2010 - Present
Stark Investments March 2007 - June 2008
EasyLink Services Corporation 2000 - 2007
The Bank of New York March 1998 - March 1999
Skills
Financial Modeling, Mergers & Acquisitions, Investments, Corporate Finance, Hedge Funds, Portfolio Management, Finance, Securities, Structured Finance, Restructuring, Trading, Credit, Options, Analysis, Equity Research, Financial Structuring, Budgets, Prime Brokerage, Telecommunications, Management
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Int'l Finance
University of the West Indies 1989 — 1993
Bsc, Applied Chemistry
Edward R. Bauzyk's The Bank of New York Experience October 2006 - June 2007
Job Senior Consultant at Intrinsic Partners LLC
Industry Computer Software
Experience
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
Intrinsic Partners LLC April 2009 - Present
Oracle Financial Services November 2007 - April 2009
The Bank of New York October 2006 - June 2007
Merrill Lynch 2004 - 2006
UBS 2002 - 2004
Westlb 1997 - 2002
Citibank 1994 - 1997
JPMorgan Chase 1991 - 1994
Skills
Risk Management, Enterprise Risk..., Business Analysis, Information Security, MS Excel Pivot Tables, Banking, Project Management, Integration, Structured Finance, Risk Assessment, Capital Markets, Credit Risk, Due Diligence, Analytics, Relationship Management, Enterprise Software, Business Process..., Financial Risk, Financial Services, Investment Banking, Problem Solving, PowerPoint, Microsoft Word, UAT Coordination
Education
Brookdale Community College
Saint John's University - Peter J. Tobin College of Business
MBA - Accounting
Yemaya Pitts's The Bank of New York Experience 1995 - 1997
Job Director Advisory Services at KPMG
Industry Management Consulting
Experience
KPMG June 2014 - Present
Deloitte January 2007 - May 2013
Deloitte September 1997 - December 2006
The Bank of New York 1995 - 1997
The Bank of New York 1993 - 1995
Skills
Activity Based Costing, Business Case Modeling, Business Transformation, Financial Analysis, Financial Modeling, Management Consulting, Operations Management, Problem Solving, Program Management, Project Management, Project Planning, System Implementations, Business Strategy, Strategy, Business Case, Management, Business Development, Business Planning, Leadership, Analysis, Risk Management, Finance, Managerial Finance, Strategic Planning, Cross-functional Team..., Business Process..., Budgets, Banking, Talent Management
Education
The Wharton School, University of Pennsylvania
MBA, Operations Management; Marketing
Insurance Institute of America
Associate in Risk Management
Stanford University
BA, Human Biology, Concentration in Organizational Management
Atsugi High School
KPMG June 2014 - Present
Deloitte January 2007 - May 2013
Deloitte September 1997 - December 2006
The Bank of New York 1995 - 1997
The Bank of New York 1993 - 1995
Skills
Activity Based Costing, Business Case Modeling, Business Transformation, Financial Analysis, Financial Modeling, Management Consulting, Operations Management, Problem Solving, Program Management, Project Management, Project Planning, System Implementations, Business Strategy, Strategy, Business Case, Management, Business Development, Business Planning, Leadership, Analysis, Risk Management, Finance, Managerial Finance, Strategic Planning, Cross-functional Team..., Business Process..., Budgets, Banking, Talent Management
Education
The Wharton School, University of Pennsylvania
MBA, Operations Management; Marketing
Insurance Institute of America
Associate in Risk Management
Stanford University
BA, Human Biology, Concentration in Organizational Management
Atsugi High School
Alberto Arias Maestro's The Bank of New York Experience 2001 - December 2004
Job CTO & Founder of ElasticBox
Industry Computer Software
Experience
ElasticBox September 2010 - Present
DynamicOps September 2009 - September 2010
Microsoft December 2004 - September 2009
The Bank of New York 2001 - December 2004
Skills
C#, Enterprise Software, Cloud Computing, SOAP, Agile Methodologies, Software Development, SaaS, Java Enterprise Edition, Start-ups, Scrum, .NET, Software Design, Web Services, Distributed Systems, Software Project..., Software Engineering, SOA, WCF, Enterprise Architecture, Scalability
Education
Universidad Pontificia de Salamanca 1994 — 1999
ElasticBox September 2010 - Present
DynamicOps September 2009 - September 2010
Microsoft December 2004 - September 2009
The Bank of New York 2001 - December 2004
Skills
C#, Enterprise Software, Cloud Computing, SOAP, Agile Methodologies, Software Development, SaaS, Java Enterprise Edition, Start-ups, Scrum, .NET, Software Design, Web Services, Distributed Systems, Software Project..., Software Engineering, SOA, WCF, Enterprise Architecture, Scalability
Education
Universidad Pontificia de Salamanca 1994 — 1999
Sha'Ronda Pearson's The Bank of New York Experience June 2004 - July 2006
Job Senior Business Analyst/Auditor at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
The Bank of New York June 2004 - July 2006
Education
Syracuse University 2000 — 2004
B.S, CPA Accounting, IT
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Barclays Capital September 2008 - Present
Lehman Brothers July 2006 - September 2008
The Bank of New York June 2004 - July 2006
Education
Syracuse University 2000 — 2004
B.S, CPA Accounting, IT
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Stephen Clevett's The Bank of New York Experience December 1989 - June 1992
Job CEO at Green States Energy, Inc.
Industry Renewables & Environment
Experience
Green States Energy, Inc. January 2012 - Present
Agrisolar Solutions Inc. 2008 - 2012
Premier Power Renewable Energy, Inc. August 2008 - December 2011
Optimira Energy, Inc. April 2006 - August 2008
NORESCO 2002 - 2005
EnergyWorks 1997 - 2002
PG&E National Energy Group (fka U.S. Generating Company) December 1993 - July 1997
Sanwa Bank June 1992 - December 1993
The Bank of New York December 1989 - June 1992
Jersey Central Power & Light Co. March 1985 - December 1989
Skills
Mergers, Energy, Business Development, Project Management, Strategy, Business Strategy, Leadership, Alternative Energy, Mergers & Acquisitions, Solar Energy, Renewable Energy, Joint Ventures, Photovoltaics, Strategic Planning, Contract Negotiation, Management, Project Finance, Manufacturing, Energy Efficiency, Due Diligence, Executive Management, Start-ups, Biomass, Cleantech, Sustainable Energy, Corporate Development, Wind, Solar PV, Energy Management, Sustainability, Solar Thermal, Corporate Finance, Energy Policy, Green Technology
Education
Rutgers Graduate School of Management 1985 — 1989
Masters, Business Administration; Finance and Real Estate
Stevens Institute of Technology 1979 — 1984
Bachelor of Engineering, Mechanical Systems, Metallurgy
Oratory 1977 — 1979
High School, College prep
Green States Energy, Inc. January 2012 - Present
Agrisolar Solutions Inc. 2008 - 2012
Premier Power Renewable Energy, Inc. August 2008 - December 2011
Optimira Energy, Inc. April 2006 - August 2008
NORESCO 2002 - 2005
EnergyWorks 1997 - 2002
PG&E National Energy Group (fka U.S. Generating Company) December 1993 - July 1997
Sanwa Bank June 1992 - December 1993
The Bank of New York December 1989 - June 1992
Jersey Central Power & Light Co. March 1985 - December 1989
Skills
Mergers, Energy, Business Development, Project Management, Strategy, Business Strategy, Leadership, Alternative Energy, Mergers & Acquisitions, Solar Energy, Renewable Energy, Joint Ventures, Photovoltaics, Strategic Planning, Contract Negotiation, Management, Project Finance, Manufacturing, Energy Efficiency, Due Diligence, Executive Management, Start-ups, Biomass, Cleantech, Sustainable Energy, Corporate Development, Wind, Solar PV, Energy Management, Sustainability, Solar Thermal, Corporate Finance, Energy Policy, Green Technology
Education
Rutgers Graduate School of Management 1985 — 1989
Masters, Business Administration; Finance and Real Estate
Stevens Institute of Technology 1979 — 1984
Bachelor of Engineering, Mechanical Systems, Metallurgy
Oratory 1977 — 1979
High School, College prep
Brian Chin's The Bank of New York Experience 1987 - 1991
Job Senior Manager at Apple
Industry Consumer Electronics
Experience
Apple June 2013 - Present
Wells Fargo Bank July 2006 - May 2013
Sanmina May 2002 - June 2006
Solectron March 2001 - April 2002
GetThere March 2000 - October 2000
Bank of America 1992 - March 2000
ABN AMRO Bank N.V. 1991 - 1992
The Bank of New York 1987 - 1991
Skills
Certified Treasury...
Education
Stanford University
Apple June 2013 - Present
Wells Fargo Bank July 2006 - May 2013
Sanmina May 2002 - June 2006
Solectron March 2001 - April 2002
GetThere March 2000 - October 2000
Bank of America 1992 - March 2000
ABN AMRO Bank N.V. 1991 - 1992
The Bank of New York 1987 - 1991
Skills
Certified Treasury...
Education
Stanford University
Justin Fuld's The Bank of New York Experience July 2005 - November 2006
Job Equities Product Management
Industry Investment Management
Experience
Allianz Global Investors November 2006 - Present
The Bank of New York July 2005 - November 2006
Education
State University of New York College at Buffalo 1999 — 2003
Allianz Global Investors November 2006 - Present
The Bank of New York July 2005 - November 2006
Education
State University of New York College at Buffalo 1999 — 2003
Milton Dinas's The Bank of New York Experience February 2000 - November 2005
Job VP at HSBC
Industry Financial Services
Experience
HSBC Securities (USA) Inc. December 2005 - Present
The Bank of New York February 2000 - November 2005
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Trading Systems, Financial Markets, Bloomberg, Investment Banking, Hedge Funds, Electronic Trading
Education
State University of New York at Stony Brook 1993 — 1997
BS, Economics
HSBC Securities (USA) Inc. December 2005 - Present
The Bank of New York February 2000 - November 2005
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Trading Systems, Financial Markets, Bloomberg, Investment Banking, Hedge Funds, Electronic Trading
Education
State University of New York at Stony Brook 1993 — 1997
BS, Economics
Howard Stein's The Bank of New York Experience 1995 - 1997
Job Chief Financial Officer at InterContinental Capital Group, Inc.
Industry Financial Services
Experience
InterContinental Capital Group, Inc. February 2015 - Present
Undisclosed Mortgage Company September 2012 - Present
Broker Dealer March 2010 - September 2012
Eisner LLP January 2009 - October 2009
Deloitte & Touche LLP March 2004 - January 2009
Direct Response Advertising, Inc. 2002 - 2004
Schonfeld Securities 1997 - 2002
The Bank of New York 1995 - 1997
Smith Barney July 1992 - November 1995
First Boston 1989 - 1991
Skills
Financial Accounting, Financial Modeling, Internal Controls, SEC filings, Financial Analysis, IFRS, Financial Audits, Hedge Funds, US GAAP, Financial Reporting, Cash Management, GAAP, Strategic Financial..., Valuation, Auditing, Cash Flow, Fund Accounting, Sarbanes-Oxley Act, Corporate Finance, IPO, Alternative Investments, External Audit, Accounting, QuickBooks, Accounts Receivable, Accounts Payable, Finance, Consolidation, CPA, Financial Statements, Internal Audit, Tax, Due Diligence, Managerial Finance, Revenue Recognition, Business Valuation, Variance Analysis, Enterprise Risk..., General Ledger, Account Reconciliation, Private Equity, Sarbanes-Oxley, Big 4, Fixed Assets, Management, Risk Management, SEC Filings
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance, Real Estate
University at Albany, SUNY 1983 — 1987
BS, Accounting
InterContinental Capital Group, Inc. February 2015 - Present
Undisclosed Mortgage Company September 2012 - Present
Broker Dealer March 2010 - September 2012
Eisner LLP January 2009 - October 2009
Deloitte & Touche LLP March 2004 - January 2009
Direct Response Advertising, Inc. 2002 - 2004
Schonfeld Securities 1997 - 2002
The Bank of New York 1995 - 1997
Smith Barney July 1992 - November 1995
First Boston 1989 - 1991
Skills
Financial Accounting, Financial Modeling, Internal Controls, SEC filings, Financial Analysis, IFRS, Financial Audits, Hedge Funds, US GAAP, Financial Reporting, Cash Management, GAAP, Strategic Financial..., Valuation, Auditing, Cash Flow, Fund Accounting, Sarbanes-Oxley Act, Corporate Finance, IPO, Alternative Investments, External Audit, Accounting, QuickBooks, Accounts Receivable, Accounts Payable, Finance, Consolidation, CPA, Financial Statements, Internal Audit, Tax, Due Diligence, Managerial Finance, Revenue Recognition, Business Valuation, Variance Analysis, Enterprise Risk..., General Ledger, Account Reconciliation, Private Equity, Sarbanes-Oxley, Big 4, Fixed Assets, Management, Risk Management, SEC Filings
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance, Real Estate
University at Albany, SUNY 1983 — 1987
BS, Accounting
Bimpe Steele's The Bank of New York Experience June 2005 - November 2005
Job Staff Accountant at The Center For Discovery
Industry Nonprofit Organization Management
Experience
The Center For Discovery 2005 - Present
The Bank of New York June 2005 - November 2005
Wellpoint Anthem January 2003 - June 2005
Skills
Financial Analysis, Microsoft Word, Data Analysis, PowerPoint, Due Diligence, Banking, Team Building, Public Speaking, Team Leadership
Education
State University of New York at New Paltz 2003 — 2005
Bachelor of Science, Finance
University of Ibadan 1993 — 2000
LLB LAW, Law
The Center For Discovery 2005 - Present
The Bank of New York June 2005 - November 2005
Wellpoint Anthem January 2003 - June 2005
Skills
Financial Analysis, Microsoft Word, Data Analysis, PowerPoint, Due Diligence, Banking, Team Building, Public Speaking, Team Leadership
Education
State University of New York at New Paltz 2003 — 2005
Bachelor of Science, Finance
University of Ibadan 1993 — 2000
LLB LAW, Law
Adam Pace's The Bank of New York Experience July 2006 - July 2008
Job Vice President at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions March 2009 - Present
The Bank of New York July 2006 - July 2008
The Bank of New York October 2000 - July 2006
The Bank of New York May 1997 - October 2000
Skills
Quality Assurance, SDLC, Project Management, Analysis, Financial Services, Testing, Business Process..., Process Improvement, Training
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
University at Albany, SUNY 1985 — 1989
BA
Broadridge Financial Solutions March 2009 - Present
The Bank of New York July 2006 - July 2008
The Bank of New York October 2000 - July 2006
The Bank of New York May 1997 - October 2000
Skills
Quality Assurance, SDLC, Project Management, Analysis, Financial Services, Testing, Business Process..., Process Improvement, Training
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
University at Albany, SUNY 1985 — 1989
BA
James Gamble's The Bank of New York Experience 1979 - 1991
Job Vice President at Asurion
Industry Insurance
Experience
Asurion 2007 - Present
Ernst & Young, LLP 1995 - 2001
Prudential Insurance 1991 - 1995
The Bank of New York 1979 - 1991
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Actuarial Science
Asurion 2007 - Present
Ernst & Young, LLP 1995 - 2001
Prudential Insurance 1991 - 1995
The Bank of New York 1979 - 1991
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1976 — 1979
B.S., Actuarial Science
Miguel Barrios's The Bank of New York Experience 2000 - 2003
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2012 - Present
BNY Mellon October 2010 - March 2012
The Bank of New York Mellon November 2008 - October 2010
JPMorgan Chase Bank August 2006 - November 2008
The Weston Group December 2003 - July 2006
The Bank of New York 2000 - 2003
Standard Bank Group July 1998 - July 2000
Skills
Corporate Trust, Sales, Corporate Finance, International Law, Equities, Business Development, Banking, Investments, Capital Markets, Financial Modeling, Structured Finance, Securities, Investment Banking, Mergers & Acquisitions, Corporate Law, Financial Markets, Structured Products, Risk Management, Fixed Income, Financial Analysis, Management, Insurance, Due Diligence, Derivatives
Education
University of Miami School of Law 1997 — 1998
Master of Laws (LL.M.), International Law and Legal Studies
Universidad de Los Andes 1990 — 1996
Law, Law
Colegio Nueva Granada
Colegio Nueva Granada
High School
BNY Mellon March 2012 - Present
BNY Mellon October 2010 - March 2012
The Bank of New York Mellon November 2008 - October 2010
JPMorgan Chase Bank August 2006 - November 2008
The Weston Group December 2003 - July 2006
The Bank of New York 2000 - 2003
Standard Bank Group July 1998 - July 2000
Skills
Corporate Trust, Sales, Corporate Finance, International Law, Equities, Business Development, Banking, Investments, Capital Markets, Financial Modeling, Structured Finance, Securities, Investment Banking, Mergers & Acquisitions, Corporate Law, Financial Markets, Structured Products, Risk Management, Fixed Income, Financial Analysis, Management, Insurance, Due Diligence, Derivatives
Education
University of Miami School of Law 1997 — 1998
Master of Laws (LL.M.), International Law and Legal Studies
Universidad de Los Andes 1990 — 1996
Law, Law
Colegio Nueva Granada
Colegio Nueva Granada
High School
Cynthia Crites's The Bank of New York Experience July 1995 - November 1997
Job Senior Vice President, Credit Officer at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank May 2015 - Present
J.P. Morgan December 2011 - May 2015
J.P. Morgan January 2008 - December 2011
JPMorgan Chase November 1997 - December 2007
The Bank of New York July 1995 - November 1997
Bank One, Texas N.A. June 1989 - June 1995
Skills
Loans, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1982
Texas Capital Bank May 2015 - Present
J.P. Morgan December 2011 - May 2015
J.P. Morgan January 2008 - December 2011
JPMorgan Chase November 1997 - December 2007
The Bank of New York July 1995 - November 1997
Bank One, Texas N.A. June 1989 - June 1995
Skills
Loans, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1982
Julie Sissman's The Bank of New York Experience 2003 - 2003
Job Owner at JRS Consulting
Industry Professional Training & Coaching
Experience
JRS Consulting February 2010 - Present
IBM December 2007 - December 2009
IBM Strategy and Change Global Business Services 2004 - 2008
RCA Music Group 2003 - 2003
The Bank of New York 2003 - 2003
Hazon 2000 - 2002
Insurance Services Office 1996 - 1998
American Council of Learned Societies 1993 - 1996
Skills
Organizational Design, Organizational..., Workshop Facilitation, Strategy, Management Consulting, Organizational..., Human Resources, Leadership, Management, Change Management, Talent Management, Leadership Development, Team Building, Entrepreneurship, Strategic Planning, Business Strategy, Culture Change, Program Management, Coaching, Executive Coaching, Business Transformation, Public Speaking, Business Process..., Project Management, Nonprofits
Education
Teachers College of Columbia University 2003 — 2004
MA
University of Michigan 1989 — 1993
JRS Consulting February 2010 - Present
IBM December 2007 - December 2009
IBM Strategy and Change Global Business Services 2004 - 2008
RCA Music Group 2003 - 2003
The Bank of New York 2003 - 2003
Hazon 2000 - 2002
Insurance Services Office 1996 - 1998
American Council of Learned Societies 1993 - 1996
Skills
Organizational Design, Organizational..., Workshop Facilitation, Strategy, Management Consulting, Organizational..., Human Resources, Leadership, Management, Change Management, Talent Management, Leadership Development, Team Building, Entrepreneurship, Strategic Planning, Business Strategy, Culture Change, Program Management, Coaching, Executive Coaching, Business Transformation, Public Speaking, Business Process..., Project Management, Nonprofits
Education
Teachers College of Columbia University 2003 — 2004
MA
University of Michigan 1989 — 1993
Joshua Feldman's The Bank of New York Experience 1994 - 2004
Job Executive Director, JPMorgan
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
BBVA - Banco Bilbao Vizcaya Argentaria June 2008 - September 2013
Citigroup 2004 - 2008
The Bank of New York 1994 - 2004
Skills
Credit Analysis, Corporate Finance, Capital Markets, Portfolio Management, Credit Risk, Structured Finance, Financial Risk, Financial Structuring, Derivatives, Commercial Banking, Investment Banking, Credit, Banking
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA
The George Washington University 1990 — 1994
BBA
JPMorgan Chase November 2013 - Present
BBVA - Banco Bilbao Vizcaya Argentaria June 2008 - September 2013
Citigroup 2004 - 2008
The Bank of New York 1994 - 2004
Skills
Credit Analysis, Corporate Finance, Capital Markets, Portfolio Management, Credit Risk, Structured Finance, Financial Risk, Financial Structuring, Derivatives, Commercial Banking, Investment Banking, Credit, Banking
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA
The George Washington University 1990 — 1994
BBA
Gordon Green's The Bank of New York Experience November 1988 - 2007
Job Managing Director at The Bank of New York Mellon Retired
Industry Financial Services
Experience
The Bank of New York Mellon July 2007 - Present
BNY Mellon Corporation 2007 - 2009
The Bank of New York November 1988 - 2007
Irving Trust Company 1972 - 1988
Education
The George Washington University - School of Business 1968 — 1970
BBA, Data Processing
The Bank of New York Mellon July 2007 - Present
BNY Mellon Corporation 2007 - 2009
The Bank of New York November 1988 - 2007
Irving Trust Company 1972 - 1988
Education
The George Washington University - School of Business 1968 — 1970
BBA, Data Processing
Ellen Platton's The Bank of New York Experience 2003 - 2006
Job Learning & Development Professional
Industry Professional Training & Coaching
Experience
The Bank of New York Mellon (formerly Bank of New York) June 2006 - May 2015
The Bank of New York 2003 - 2006
Bank of New York 1994 - 2003
Bank of New York 1989 - 1994
Skills
Investments, Financial Services, Equities, Banking, Training, Fixed Income, Securities, Mutual Funds, Relationship Management, Asset Management, Corporate Actions, Hedge Funds, Back Office, Bonds, Client Services, Series 7, Global Custody, Settlement, ADDIE Model, Training Course...
Education
SUNY Stony Brook 1982 — 1986
Bachelor’s Degree, Economics
Tappan Zee High School 1978 — 1982
The Bank of New York Mellon (formerly Bank of New York) June 2006 - May 2015
The Bank of New York 2003 - 2006
Bank of New York 1994 - 2003
Bank of New York 1989 - 1994
Skills
Investments, Financial Services, Equities, Banking, Training, Fixed Income, Securities, Mutual Funds, Relationship Management, Asset Management, Corporate Actions, Hedge Funds, Back Office, Bonds, Client Services, Series 7, Global Custody, Settlement, ADDIE Model, Training Course...
Education
SUNY Stony Brook 1982 — 1986
Bachelor’s Degree, Economics
Tappan Zee High School 1978 — 1982
Karyn Lefevre Jeannopoulos's The Bank of New York Experience January 1997 - August 1999
Job Senior Associate Director Funded Faculty Research at New York University
Industry Financial Services
Experience
New York University - Stern School of Business February 2008 - Present
American Express November 2002 - December 2005
American Express August 1999 - November 2002
The Bank of New York January 1997 - August 1999
Dreyfus Service Corporation 1992 - 1994
Dreyfus Corporation 1992 - 1994
Skills
Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance and International Business
Saint John's University 1988 — 1992
BS, Computer Science
Sacred Heart Academy
St Boniface School
New York University - Stern School of Business February 2008 - Present
American Express November 2002 - December 2005
American Express August 1999 - November 2002
The Bank of New York January 1997 - August 1999
Dreyfus Service Corporation 1992 - 1994
Dreyfus Corporation 1992 - 1994
Skills
Financial Services
Education
Syracuse University - Martin J. Whitman School of Management 1994 — 1996
MBA, Finance and International Business
Saint John's University 1988 — 1992
BS, Computer Science
Sacred Heart Academy
St Boniface School
Lisa Marchitelli's The Bank of New York Experience 1993 - 1995
Job Director Human Resources & Administration at Investor Analytics
Industry Financial Services
Experience
Investor Analytics February 2012 - Present
MoMo Consulting 2004 - 2012
Telwares 2003 - 2004
Control Point Solutions 2000 - 2003
Brite Voice Systems 1999 - 2000
TSL Services Inc. 1995 - 1998
The Bank of New York 1993 - 1995
Citibank 1989 - 1992
Skills
Employee Relations, Applicant Tracking..., Account Management, Vendor Management, Talent Acquisition, Technical Recruiting, Talent Management, Recruiting, Sales, Human Resources, Outsourcing, Salesforce.com, Performance Management, Telecommunications, Management, Personnel Management, Leadership, Strategic Planning, Process Improvement, Project Management
Education
Ashford University a Forbes Business School 2014 — 2016
Bachelor's Degree, Human Resources Management
Union County College
Business Administration and Management, General
Investor Analytics February 2012 - Present
MoMo Consulting 2004 - 2012
Telwares 2003 - 2004
Control Point Solutions 2000 - 2003
Brite Voice Systems 1999 - 2000
TSL Services Inc. 1995 - 1998
The Bank of New York 1993 - 1995
Citibank 1989 - 1992
Skills
Employee Relations, Applicant Tracking..., Account Management, Vendor Management, Talent Acquisition, Technical Recruiting, Talent Management, Recruiting, Sales, Human Resources, Outsourcing, Salesforce.com, Performance Management, Telecommunications, Management, Personnel Management, Leadership, Strategic Planning, Process Improvement, Project Management
Education
Ashford University a Forbes Business School 2014 — 2016
Bachelor's Degree, Human Resources Management
Union County College
Business Administration and Management, General
Benjamin Berkowitz's The Bank of New York Experience December 1985 - October 2007
Job Portfolio Manager at US Bank
Industry Banking
Experience
US Bank October 2010 - Present
Marathon National Bank of New York February 2008 - October 2010
The Bank of New York December 1985 - October 2007
Education
Stony Brook University 1977 — 1980
US Bank October 2010 - Present
Marathon National Bank of New York February 2008 - October 2010
The Bank of New York December 1985 - October 2007
Education
Stony Brook University 1977 — 1980
Carol Giunta's The Bank of New York Experience 1989 - 2000
Job Sales person
Industry Financial Services
Experience
McArdles Florist and Garden Center October 2013 - December 2014
The Bank of New York 1989 - 2000
Irving Trust Company 1980 - 1989
Skills
Advertising, Event Planning, Microsoft Excel, Municipal Bonds, Customer Service, Social Media, Fixed Income, Sales, Microsoft Office, Marketing, Public Relations, Event Management, Facebook, Microsoft Word, Marketing Strategy, Fundraising, Marketing Communications, Community Outreach, Strategic Planning, Volunteer Management, Public Speaking, PowerPoint, Leadership, Social Media Marketing
Education
UConn Master Gardening Program (part of cooperative extension system 2013 — 2013
Master Gardening, A
State University of New York College at Plattsburgh 1975 — 1979
McArdles Florist and Garden Center October 2013 - December 2014
The Bank of New York 1989 - 2000
Irving Trust Company 1980 - 1989
Skills
Advertising, Event Planning, Microsoft Excel, Municipal Bonds, Customer Service, Social Media, Fixed Income, Sales, Microsoft Office, Marketing, Public Relations, Event Management, Facebook, Microsoft Word, Marketing Strategy, Fundraising, Marketing Communications, Community Outreach, Strategic Planning, Volunteer Management, Public Speaking, PowerPoint, Leadership, Social Media Marketing
Education
UConn Master Gardening Program (part of cooperative extension system 2013 — 2013
Master Gardening, A
State University of New York College at Plattsburgh 1975 — 1979
Paul Gillooly's The Bank of New York Experience November 1998 - October 1999
Job Rails Developer
Industry Computer Software
Experience
[Stealth Startup] August 2015 - Present
Geode Capital Management April 2008 - July 2015
Fidelity Investments September 2000 - April 2008
Alpnet February 2000 - August 2000
The Bank of New York November 1998 - October 1999
Harvard-Smithsonian Center for Astrophysics December 1997 - August 1998
Comverse November 1995 - December 1997
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Unix, Microsoft SQL Server, C#, Perl, Linux, JavaScript, JSP, Oracle, Business Analysis, SOA, Subversion, Java Enterprise Edition, Web Services, Spring, Python, Software Design, Software Project...
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Engineering, Computer
[Stealth Startup] August 2015 - Present
Geode Capital Management April 2008 - July 2015
Fidelity Investments September 2000 - April 2008
Alpnet February 2000 - August 2000
The Bank of New York November 1998 - October 1999
Harvard-Smithsonian Center for Astrophysics December 1997 - August 1998
Comverse November 1995 - December 1997
Skills
Agile Methodologies, SQL, Software Development, Java, XML, Unix, Microsoft SQL Server, C#, Perl, Linux, JavaScript, JSP, Oracle, Business Analysis, SOA, Subversion, Java Enterprise Edition, Web Services, Spring, Python, Software Design, Software Project...
Education
Trinity College, Dublin 1990 — 1994
Bachelor of Engineering, Computer
Michael Brevetti, CFA's The Bank of New York Experience June 2006 - September 2007
Job Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
Citi January 2014 - August 2015
BNY Mellon June 2011 - December 2013
The Bank of New York Mellon September 2007 - June 2011
The Bank of New York June 2006 - September 2007
Skills
Fixed Income, Treasury, Bloomberg, Corporate Finance, ALM, Structured Products, Financial Modeling, SEC filings, Hedging, Treasury Management, Capital Markets, Derivatives, Finance, Interest Rate Risk..., Financial Risk, Hedge Funds, Risk Management, SEC Filings
Education
Columbia University in the City of New York 2012 — 2015
MA, Mathematics of Finance
Columbia University in the City of New York 2011 — 2012
Quantitative Studies for Finance Certificate Program
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Accounting, magna cum laude
Citi August 2015 - Present
Citi January 2014 - August 2015
BNY Mellon June 2011 - December 2013
The Bank of New York Mellon September 2007 - June 2011
The Bank of New York June 2006 - September 2007
Skills
Fixed Income, Treasury, Bloomberg, Corporate Finance, ALM, Structured Products, Financial Modeling, SEC filings, Hedging, Treasury Management, Capital Markets, Derivatives, Finance, Interest Rate Risk..., Financial Risk, Hedge Funds, Risk Management, SEC Filings
Education
Columbia University in the City of New York 2012 — 2015
MA, Mathematics of Finance
Columbia University in the City of New York 2011 — 2012
Quantitative Studies for Finance Certificate Program
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Accounting, magna cum laude
Walter Salvatori's The Bank of New York Experience April 2004 - October 2005
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
The Bank of New York April 2004 - October 2005
JPMorgan Chase November 2001 - April 2004
The Chase Manhattan Bank May 1997 - October 1998
Morgan Stanley November 1991 - October 1998
Skills
Equities, Capital Markets, Asset Management, Banking, Cash Management, Corporate Finance, Derivatives, Due Diligence, FX Options, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Middle Office, Prime Brokerage, Series 7, Trading
Education
Syracuse University 1986 — 1991
Morgan Stanley October 2005 - Present
The Bank of New York April 2004 - October 2005
JPMorgan Chase November 2001 - April 2004
The Chase Manhattan Bank May 1997 - October 1998
Morgan Stanley November 1991 - October 1998
Skills
Equities, Capital Markets, Asset Management, Banking, Cash Management, Corporate Finance, Derivatives, Due Diligence, FX Options, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Investments, Middle Office, Prime Brokerage, Series 7, Trading
Education
Syracuse University 1986 — 1991
Dan Schulman's The Bank of New York Experience 1996 - 2002
Job Business Attorney
Industry Law Practice
Experience
The Schulman Law Firm LLP February 2012 - Present
Schulman Blackwell LLP February 2012 - Present
AIS Fund Administration 2009 - December 2012
Salans LLP 2003 - 2011
The Bank of New York 1996 - 2002
Seward & Kissel LLP 1985 - 1993
Skills
Hedge Funds, Employment Law, Commercial Litigation, Corporate Governance, Capital Markets, Securities Regulation, Financial Services, Arbitration, Litigation, Joint Ventures, Banking, Corporate Law, Due Diligence, Private Equity, Mutual Funds, Legal Writing, Restructuring, Mergers & Acquisitions, Legal Research, Securities, Equities
Education
Vanderbilt University Law School 1982 — 1985
J.D.
Swarthmore College 1977 — 1981
B.A.
The Schulman Law Firm LLP February 2012 - Present
Schulman Blackwell LLP February 2012 - Present
AIS Fund Administration 2009 - December 2012
Salans LLP 2003 - 2011
The Bank of New York 1996 - 2002
Seward & Kissel LLP 1985 - 1993
Skills
Hedge Funds, Employment Law, Commercial Litigation, Corporate Governance, Capital Markets, Securities Regulation, Financial Services, Arbitration, Litigation, Joint Ventures, Banking, Corporate Law, Due Diligence, Private Equity, Mutual Funds, Legal Writing, Restructuring, Mergers & Acquisitions, Legal Research, Securities, Equities
Education
Vanderbilt University Law School 1982 — 1985
J.D.
Swarthmore College 1977 — 1981
B.A.
Michael Hyer's The Bank of New York Experience May 1995 - May 1996
Job Executive Director at Nomura
Industry Accounting
Experience
Nomura March 2007 - Present
Resources Global Professionals August 2004 - March 2007
Hyer Financial Solutions, Inc. March 2001 - August 2004
UPRR Consulting May 1996 - March 2001
The Bank of New York May 1995 - May 1996
Equiserve 1992 - 1995
Skills
Financial Modeling, Mergers, Risk Management, Investment Banking, Financial Analysis, Equities, Finance, Fixed Income, Human Resources, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Payroll, Accounting, Auditing, Capital Markets, Financial Services, Recruiting
Education
State University of New York at Stony Brook 1989 — 1991
Bachelor of Science (BS), Finance & Economics
Nomura March 2007 - Present
Resources Global Professionals August 2004 - March 2007
Hyer Financial Solutions, Inc. March 2001 - August 2004
UPRR Consulting May 1996 - March 2001
The Bank of New York May 1995 - May 1996
Equiserve 1992 - 1995
Skills
Financial Modeling, Mergers, Risk Management, Investment Banking, Financial Analysis, Equities, Finance, Fixed Income, Human Resources, Employee Benefits, Deferred Compensation, Mergers & Acquisitions, Payroll, Accounting, Auditing, Capital Markets, Financial Services, Recruiting
Education
State University of New York at Stony Brook 1989 — 1991
Bachelor of Science (BS), Finance & Economics
Steven Cavaluzzo's The Bank of New York Experience October 1985 - October 2006
Job SVP Managing Senior Credit Officer at TD Bank Group
Industry Banking
Experience
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
TD Bank Group September 2011 - Present
BNY Mellon September 2009 - September 2011
Herald National Bank October 2008 - June 2009
TD Bank April 2008 - October 2008
TD Bank February 2007 - April 2008
JP Morgan Chase October 2006 - February 2007
The Bank of New York October 1985 - October 2006
Barclays Bank of New York June 1984 - October 1985
Bankers Trust June 1980 - June 1984
Gertz Department Store May 1978 - June 1980
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Portfolio Management, Credit Risk, Small Business Lending, Risk Management, Financial Analysis, Capital Markets, Financial Risk, Asset Based Lending, Underwriting, Cross Selling, Financial Services, Equities, Financial Structuring, Investments, Leadership, Management, Mergers, Middle Market, Mortgage Lending, Retail Banking, Wealth Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1988
MBA, Finance
Saint John's University 1974 — 1978
BS, Marketing
Holy Cross High School 1970 — 1974
Regents, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jennifer DeRosa's The Bank of New York Experience July 1997 - May 2001
Job Assistant Director of Student and Academic Support
Industry Education Management
Experience
Cornell University January 2009 - Present
Cornell University August 2001 - January 2009
The Bank of New York July 1997 - May 2001
The Greater May 1993 - July 1997
Alexander & Alexander, Inc. May 1990 - April 1993
Skills
Higher Education, Resume Writing, Career Advising, Project Management, Human Resources, Teamwork, Recruiting, Employer Relations, Interviewing, Cover Letters, Employee Benefits, Career Development, Career Counseling, Interviews, Interview Preparation, Student Affairs
Education
New School University
Master of Science, Human Resources
State University of New York at Stony Brook 1985 — 1989
Bachelor of Arts, English/Education
Career Assessments
Cornell University January 2009 - Present
Cornell University August 2001 - January 2009
The Bank of New York July 1997 - May 2001
The Greater May 1993 - July 1997
Alexander & Alexander, Inc. May 1990 - April 1993
Skills
Higher Education, Resume Writing, Career Advising, Project Management, Human Resources, Teamwork, Recruiting, Employer Relations, Interviewing, Cover Letters, Employee Benefits, Career Development, Career Counseling, Interviews, Interview Preparation, Student Affairs
Education
New School University
Master of Science, Human Resources
State University of New York at Stony Brook 1985 — 1989
Bachelor of Arts, English/Education
Career Assessments
Jean Syran Davan's The Bank of New York Experience June 1987 - December 1987
Job Administration
Industry Computer Hardware
Linda M. Houllahan's The Bank of New York Experience February 2006 - December 2007
Job Financial Professional
Industry Investment Management
Experience
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
ELLA Capital, LLC December 2007 - Present
The Bank of New York February 2006 - December 2007
Salomon Smith Barney March 2002 - February 2006
Donaldson, Lufkin & Jenrette December 1998 - March 2002
Lehman Brothers March 1996 - December 1998
Credit Suisse First Boston May 1994 - March 1996
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives
Education
Yale University - Yale School of Management 1992 — 1994
MBA, Finance
Trinity College-Hartford 1980 — 1984
BS, BIOCHEMISTRY
Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General
Bob Donohue, CFA's The Bank of New York Experience 1993 - 1997
Job Vice President and Assistant Treasurer at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company 2013 - Present
TD Securities (USA) LLC 2008 - 2012
Morgan Stanley 2007 - 2008
Moody's Investors Service 1998 - 2007
Dresdner Kleinwort Benson / Dresdner Bank AG 1997 - 1998
The Bank of New York 1993 - 1997
US Navy 1985 - 1990
Skills
Risk Management, Credit Risk, Credit, Hedge Funds, Insurance, Counterparty Risk, Leadership, Business Strategy, Capital Markets, Risk, Securities, Financial Analysis, Financial Risk, Fixed Income, Investment Banking, Portfolio Management, Securitization, Corporate Finance, Investments, Derivatives, Structured Finance, Banking, Mergers & Acquisitions, Credit Analysis, Private Equity, Trading, Equities, Financial Structuring, Relationship Management, Cash Management
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Economics
New York Life Insurance Company 2013 - Present
TD Securities (USA) LLC 2008 - 2012
Morgan Stanley 2007 - 2008
Moody's Investors Service 1998 - 2007
Dresdner Kleinwort Benson / Dresdner Bank AG 1997 - 1998
The Bank of New York 1993 - 1997
US Navy 1985 - 1990
Skills
Risk Management, Credit Risk, Credit, Hedge Funds, Insurance, Counterparty Risk, Leadership, Business Strategy, Capital Markets, Risk, Securities, Financial Analysis, Financial Risk, Fixed Income, Investment Banking, Portfolio Management, Securitization, Corporate Finance, Investments, Derivatives, Structured Finance, Banking, Mergers & Acquisitions, Credit Analysis, Private Equity, Trading, Equities, Financial Structuring, Relationship Management, Cash Management
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
United States Naval Academy 1981 — 1985
BS, Economics
Bill DeMarzo's The Bank of New York Experience 1992 - 1996
Job Sourcing Manager at Nokia
Industry Financial Services
Experience
Nokia June 2008 - Present
Fidelity Investments June 2004 - June 2008
Prudential Financial January 2000 - June 2004
Cartus June 1996 - December 1999
The Bank of New York 1992 - 1996
Education
State University of New York College at Cortland 1987 — 1989
BA, Communication
Nokia June 2008 - Present
Fidelity Investments June 2004 - June 2008
Prudential Financial January 2000 - June 2004
Cartus June 1996 - December 1999
The Bank of New York 1992 - 1996
Education
State University of New York College at Cortland 1987 — 1989
BA, Communication
Reyne Macadaeg's The Bank of New York Experience 1996 - 2005
Job Director at Citi
Industry Banking
Experience
Citi 2005 - Present
The Bank of New York 1996 - 2005
The Chase Manhattan Bank 1988 - 1996
Skills
Sales Management, Derivatives, Capital Markets, Sales, Financial Services, Structured Products, Structured Finance, Commercial Banking, Fixed Income, Financial Institutions, Relationship Management, Product Development, Securities, Alternative Investments, Banking, Investments, Bonds, Portfolio Management, Investment Banking, Corporate Finance, Financial Markets, Hedge Funds, Customer Service, Securitization
Education
Stony Brook University 1983 — 1987
B.S., Economics & Biology
Academy of St. Joseph 1974 — 1983
Citi 2005 - Present
The Bank of New York 1996 - 2005
The Chase Manhattan Bank 1988 - 1996
Skills
Sales Management, Derivatives, Capital Markets, Sales, Financial Services, Structured Products, Structured Finance, Commercial Banking, Fixed Income, Financial Institutions, Relationship Management, Product Development, Securities, Alternative Investments, Banking, Investments, Bonds, Portfolio Management, Investment Banking, Corporate Finance, Financial Markets, Hedge Funds, Customer Service, Securitization
Education
Stony Brook University 1983 — 1987
B.S., Economics & Biology
Academy of St. Joseph 1974 — 1983
Gina (Cuneo) Harwood's The Bank of New York Experience December 1997 - September 1998
Job
Industry Government Administration
Experience
Lehman College, City University of New York December 2013 - Present
New York Power Authority July 2011 - December 2013
New York Power Authority January 2011 - February 2012
New York State Senate February 2010 - June 2010
City of White Plains, New York December 2001 - January 2010
Village/Town of Ossining September 1998 - December 2001
The Bank of New York December 1997 - September 1998
Pace University January 1996 - January 1998
NYS Emergency Financial Control Board for the City of Yonkers April 1992 - December 1997
New York City Council October 1989 - April 1992
Skills
Accounting, Employee Benefits, Negotiation, Public Finance, Budgets, Policy, Auditing, Banking, Forecasting, Investments, Legislation, Financial Modeling, Due Diligence, Change Management, Policy Analysis, Economic Development, Finance, Mergers, Payroll, Strategic Planning, Asset Managment, Financial Analysis, Process Improvement, Management Consulting, Access, Legislative Relations, Program Management, Risk Management, Microsoft Excel, Business Strategy, Financial Reporting, Leadership, Public Policy, Analysis, Government, Managerial Finance, Corporate Finance, Valuation, Cash Management, Project Management, Financial Structuring, Corporate Governance, Operations Management, Accounts Payable, Management, Cash Flow, Asset Management, Accounts Receivable, Mergers & Acquisitions, Executive Management
Education
Syracuse University - Maxwell School 1983 — 1984
MPA
University at Albany, SUNY 1979 — 1983
BA
John Dewey High School 1975 — 1979
IS 96 1971 — 1975
Lehman College, City University of New York December 2013 - Present
New York Power Authority July 2011 - December 2013
New York Power Authority January 2011 - February 2012
New York State Senate February 2010 - June 2010
City of White Plains, New York December 2001 - January 2010
Village/Town of Ossining September 1998 - December 2001
The Bank of New York December 1997 - September 1998
Pace University January 1996 - January 1998
NYS Emergency Financial Control Board for the City of Yonkers April 1992 - December 1997
New York City Council October 1989 - April 1992
Skills
Accounting, Employee Benefits, Negotiation, Public Finance, Budgets, Policy, Auditing, Banking, Forecasting, Investments, Legislation, Financial Modeling, Due Diligence, Change Management, Policy Analysis, Economic Development, Finance, Mergers, Payroll, Strategic Planning, Asset Managment, Financial Analysis, Process Improvement, Management Consulting, Access, Legislative Relations, Program Management, Risk Management, Microsoft Excel, Business Strategy, Financial Reporting, Leadership, Public Policy, Analysis, Government, Managerial Finance, Corporate Finance, Valuation, Cash Management, Project Management, Financial Structuring, Corporate Governance, Operations Management, Accounts Payable, Management, Cash Flow, Asset Management, Accounts Receivable, Mergers & Acquisitions, Executive Management
Education
Syracuse University - Maxwell School 1983 — 1984
MPA
University at Albany, SUNY 1979 — 1983
BA
John Dewey High School 1975 — 1979
IS 96 1971 — 1975
Abbe Lesnik's The Bank of New York Experience 1987 - 1993
Job Human Resources Leader/Senior HR Business Partner/Director
Industry Human Resources
Experience
NetApp October 2013 - Present
Sony Electronics January 2001 - April 2013
Heller Financial 1993 - 2000
The Bank of New York 1987 - 1993
Skills
Human Resources, Succession Planning, Talent Management, Employee Relations, Organizational..., Employee Engagement, Performance Management, HR Consulting, Workforce Planning, Change Management, Coaching, Team Leadership, Leadership Development, Mergers & Acquisitions, Training, HR Policies, Workshop Facilitation, Skill Assessment, Building Relationships, Talent Developer, Cross Functional Team..., Creative Problem Solving, Strategic HR, Human Resource Planning, Strong Business Acumen, Sales Compensation, Organizational Structure, Organizational Design, Diversity & Inclusion
Education
New School University
Master's degree, Human Resources Management
Trenton State College
Bachelor's degree, Psychology
NetApp October 2013 - Present
Sony Electronics January 2001 - April 2013
Heller Financial 1993 - 2000
The Bank of New York 1987 - 1993
Skills
Human Resources, Succession Planning, Talent Management, Employee Relations, Organizational..., Employee Engagement, Performance Management, HR Consulting, Workforce Planning, Change Management, Coaching, Team Leadership, Leadership Development, Mergers & Acquisitions, Training, HR Policies, Workshop Facilitation, Skill Assessment, Building Relationships, Talent Developer, Cross Functional Team..., Creative Problem Solving, Strategic HR, Human Resource Planning, Strong Business Acumen, Sales Compensation, Organizational Structure, Organizational Design, Diversity & Inclusion
Education
New School University
Master's degree, Human Resources Management
Trenton State College
Bachelor's degree, Psychology
Craig Nash's The Bank of New York Experience January 1980 - January 1990
Job Director at Data Impact EIPP Services
Industry Financial Services
Experience
Data Impact March 2008 - Present
National Data Corporation 1990 - 2005
GE Information Services 1998 - 2000
The Bank of New York January 1980 - January 1990
Education
St. Francis College 1978 — 1981
BS, Business Management
Data Impact March 2008 - Present
National Data Corporation 1990 - 2005
GE Information Services 1998 - 2000
The Bank of New York January 1980 - January 1990
Education
St. Francis College 1978 — 1981
BS, Business Management
Paul Plank's The Bank of New York Experience February 2007 - June 2008
Job Senior Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC January 2014 - Present
Virtus Partners, LLC April 2012 - January 2014
Virtus Partners, LLC April 2011 - April 2012
Virtus Partners, LLC March 2010 - April 2011
Virtus Partners, LLC June 2008 - March 2010
The Bank of New York February 2007 - June 2008
Skills
Data Analysis, Bloomberg, Banking, Compliance, Structured Finance, Financial Reporting, Derivatives, Microsoft Office, Customer Service, Portfolio Management, Asset Management, Financial Modeling
Education
Texas Tech University - Rawls College of Business 2002 — 2005
BBA, Management & General Business
Virtus Partners, LLC January 2014 - Present
Virtus Partners, LLC April 2012 - January 2014
Virtus Partners, LLC April 2011 - April 2012
Virtus Partners, LLC March 2010 - April 2011
Virtus Partners, LLC June 2008 - March 2010
The Bank of New York February 2007 - June 2008
Skills
Data Analysis, Bloomberg, Banking, Compliance, Structured Finance, Financial Reporting, Derivatives, Microsoft Office, Customer Service, Portfolio Management, Asset Management, Financial Modeling
Education
Texas Tech University - Rawls College of Business 2002 — 2005
BBA, Management & General Business
Dawn Myers's The Bank of New York Experience 1992 - 2008
Job Principal at Reverse Mortgage Funding LLC
Industry Banking
Experience
Reverse Mortgage Funding LLC January 2013 - Present
Security One Lending September 2012 - January 2013
MetLife Home Loans June 2008 - July 2012
The Bank of New York 1992 - 2008
The Bank of New York Mellon 1992 - 2008
BNY Mellon 1992 - 2007
Education
Syracuse University 1983 — 1987
Political Science and Government, Psychology
Reverse Mortgage Funding LLC January 2013 - Present
Security One Lending September 2012 - January 2013
MetLife Home Loans June 2008 - July 2012
The Bank of New York 1992 - 2008
The Bank of New York Mellon 1992 - 2008
BNY Mellon 1992 - 2007
Education
Syracuse University 1983 — 1987
Political Science and Government, Psychology
Ross Kegler's The Bank of New York Experience 2004 - 2008
Job Portfolio Administrator at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon September 2010 - Present
Ivy Asset Management November 2009 - January 2012
UBS Wealth Management October 2007 - October 2008
The Bank of New York 2004 - 2008
Education
State University of New York College at Oneonta
Business and Economics, Economics
The Bank of New York Mellon September 2010 - Present
Ivy Asset Management November 2009 - January 2012
UBS Wealth Management October 2007 - October 2008
The Bank of New York 2004 - 2008
Education
State University of New York College at Oneonta
Business and Economics, Economics
Lisa D'Antone's The Bank of New York Experience 1991 - 1996
Job VP, Education and Development at Flushing Bank
Industry Banking
Experience
VP January 2013 - Present
Flushing Bank January 2012 - Present
Flushing Savings Bank October 2008 - January 2012
Taylor Performance Solutions January 2004 - October 2008
Lisa D'Antone Consulting 2003 - 2008
Bank of New York 1996 - 1999
The Bank of New York 1991 - 1996
Skills
Instructional Design, Team Building, Leadership Development, Employee Engagement, Blended Learning, Customer Relations, E-learning, Training Delivery, Banking, Needs Analysis, Commercial Banking, Customer Service, E-Learning, Coaching, Program Management, Training, Workshop Facilitation, Relationship Management, Leadership, Human Resources, Employee Training, Executive Coaching, Career Development, Retail Banking, Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Marketing
VP January 2013 - Present
Flushing Bank January 2012 - Present
Flushing Savings Bank October 2008 - January 2012
Taylor Performance Solutions January 2004 - October 2008
Lisa D'Antone Consulting 2003 - 2008
Bank of New York 1996 - 1999
The Bank of New York 1991 - 1996
Skills
Instructional Design, Team Building, Leadership Development, Employee Engagement, Blended Learning, Customer Relations, E-learning, Training Delivery, Banking, Needs Analysis, Commercial Banking, Customer Service, E-Learning, Coaching, Program Management, Training, Workshop Facilitation, Relationship Management, Leadership, Human Resources, Employee Training, Executive Coaching, Career Development, Retail Banking, Management
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1989
BS, Marketing
Lydia Altman's The Bank of New York Experience 1987 - 1994
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank March 2010 - Present
Bank of Ireland August 2004 - March 2010
KeyBank 1998 - 2003
National City Bank 1994 - 1996
The Bank of New York 1987 - 1994
Education
Union College 1983 — 1987
BA, Economics
Fifth Third Bank March 2010 - Present
Bank of Ireland August 2004 - March 2010
KeyBank 1998 - 2003
National City Bank 1994 - 1996
The Bank of New York 1987 - 1994
Education
Union College 1983 — 1987
BA, Economics
Zvi Shmueli's The Bank of New York Experience March 2002 - December 2003
Job Senior Business Analyst at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank July 2014 - Present
Barclays Capital March 2010 - November 2013
Spriv February 2008 - February 2010
The Bank of New York Mellon August 2004 - October 2008
The Bank of New York March 2002 - December 2003
Skills
Derivatives, Business Analysis, Middle Office, Securities, Requirements Gathering, Back Office, Investment Banking, Fixed Income, Capital Markets, Trading Systems, Swaps, Settlement, Trading, Equities, SDLC, Hedge Funds, Bonds, SWIFT payments, Business Process, Financial Services, Visio, Funding, Liquidity, Agile & Waterfall..., Scrum, SWIFT messages, Business Development, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Planning, MS Project, Offshore Outsourcing, Functional..., Testing, Test Planning, Nostro Reconciliation, Foreign Exchange, CLS, OFAC, Software Project...
Education
Tel Aviv University
MBA, Finance and IT
Tel Aviv University
Bachelor's degree, Economics and Statistics
Deutsche Bank July 2014 - Present
Barclays Capital March 2010 - November 2013
Spriv February 2008 - February 2010
The Bank of New York Mellon August 2004 - October 2008
The Bank of New York March 2002 - December 2003
Skills
Derivatives, Business Analysis, Middle Office, Securities, Requirements Gathering, Back Office, Investment Banking, Fixed Income, Capital Markets, Trading Systems, Swaps, Settlement, Trading, Equities, SDLC, Hedge Funds, Bonds, SWIFT payments, Business Process, Financial Services, Visio, Funding, Liquidity, Agile & Waterfall..., Scrum, SWIFT messages, Business Development, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Planning, MS Project, Offshore Outsourcing, Functional..., Testing, Test Planning, Nostro Reconciliation, Foreign Exchange, CLS, OFAC, Software Project...
Education
Tel Aviv University
MBA, Finance and IT
Tel Aviv University
Bachelor's degree, Economics and Statistics
Alan Cousins's The Bank of New York Experience January 1987 - February 1990
Job Team Leader of Business Systems Analysis for Customer Service Application Development at Affiliated Computer Services
Industry Outsourcing/Offshoring
Experience
Affiliated Computer Services June 2005 - Present
Mellon Financial February 1990 - May 2005
Dreyfus Retirement Services 1990 - 1994
The Bank of New York January 1987 - February 1990
Dean Witter September 1985 - January 1987
Education
Stony Brook University 1982 — 1985
BA, Economics
Stevens Institute of Technology 1981 — 1981
Mechanical Engineering
Affiliated Computer Services June 2005 - Present
Mellon Financial February 1990 - May 2005
Dreyfus Retirement Services 1990 - 1994
The Bank of New York January 1987 - February 1990
Dean Witter September 1985 - January 1987
Education
Stony Brook University 1982 — 1985
BA, Economics
Stevens Institute of Technology 1981 — 1981
Mechanical Engineering
Ravi Nonavenakere CPA's The Bank of New York Experience March 2004 - March 2005
Job Senior Manager at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey September 2011 - September 2014
McGladrey & Pullen September 2006 - September 2011
McGladrey & Pullen 2002 - 2008
The Bank of New York March 2004 - March 2005
Skills
GAAP, US GAAP, SEC filings, Auditing, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Tax, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Fund Accounting, Financial Statements, External Audit, Corporate Tax, Tax Preparation, IFRS, General Ledger, Financial Modeling, Financial Audits
Education
The University of Texas at Arlington - College of Business 2002 — 2004
Bachelor of Science, Accounting
McGladrey October 2014 - Present
McGladrey September 2011 - September 2014
McGladrey & Pullen September 2006 - September 2011
McGladrey & Pullen 2002 - 2008
The Bank of New York March 2004 - March 2005
Skills
GAAP, US GAAP, SEC filings, Auditing, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Tax, Sarbanes-Oxley Act, Financial Analysis, Internal Audit, Fund Accounting, Financial Statements, External Audit, Corporate Tax, Tax Preparation, IFRS, General Ledger, Financial Modeling, Financial Audits
Education
The University of Texas at Arlington - College of Business 2002 — 2004
Bachelor of Science, Accounting
stephen cobain's The Bank of New York Experience 1991 - 2008
Job Executive Vice President Head of Corporate Banking at First Commonwealth Bank
Industry Financial Services
Experience
First Commonwealth Bank March 2011 - Present
Fifth Third Bank March 2010 - March 2011
Cobain Financial Consulting and Business Improvement January 2009 - April 2010
The Bank of New york Mellon August 1991 - December 2008
The Bank of New York 1991 - 2008
Mellon Financial 1991 - 2008
Skills
Securitization, Portfolio Management, Commercial Lending, Treasury Management, Wealth Management, Loans, Credit, Equities, Credit Analysis, Asset Managment, Mutual Funds, Financial Modeling, Corporate Finance, Relationship Management, Financial Analysis, Risk Management
Education
West Virginia University 1980 — 1981
M.B.A., Finance
St. Francis University 1976 — 1980
B.S., Economics
First Commonwealth Bank March 2011 - Present
Fifth Third Bank March 2010 - March 2011
Cobain Financial Consulting and Business Improvement January 2009 - April 2010
The Bank of New york Mellon August 1991 - December 2008
The Bank of New York 1991 - 2008
Mellon Financial 1991 - 2008
Skills
Securitization, Portfolio Management, Commercial Lending, Treasury Management, Wealth Management, Loans, Credit, Equities, Credit Analysis, Asset Managment, Mutual Funds, Financial Modeling, Corporate Finance, Relationship Management, Financial Analysis, Risk Management
Education
West Virginia University 1980 — 1981
M.B.A., Finance
St. Francis University 1976 — 1980
B.S., Economics
Cheryl O'Neill's The Bank of New York Experience 1985 - 1987
Job Office Facilities/Space Planning/Procurement
Industry Facilities Services
Experience
Ohm Laboratory, Inc 2009 - 2013
Merck and Company, Inc 2007 - 2008
Commercial Furniture Interiors 2006 - 2007
Merck and Company, Inc 2000 - 2005
McKeon Grano Associates, Inc @ Merck and Company, Inc. 1989 - 2000
National Broadcasting Company (NBC) 1987 - 1989
The Bank of New York 1985 - 1987
Manufacturer's Hanover Trust Co 1982 - 1985
Skills
Project Management, Strategic Planning, Manage Client..., Spend Analysis, Capital Budgeting, AutoCAD, Space planning, Microsoft Office, SAP, Ariba, Archibus, Cross-functional Team..., Vendor Management, Procurement, Management, Construction, Facilities Management, Space Planning
Education
State University of New York College at Buffalo 1974 — 1978
Bachelor of Science, Environmental Design
Ohm Laboratory, Inc 2009 - 2013
Merck and Company, Inc 2007 - 2008
Commercial Furniture Interiors 2006 - 2007
Merck and Company, Inc 2000 - 2005
McKeon Grano Associates, Inc @ Merck and Company, Inc. 1989 - 2000
National Broadcasting Company (NBC) 1987 - 1989
The Bank of New York 1985 - 1987
Manufacturer's Hanover Trust Co 1982 - 1985
Skills
Project Management, Strategic Planning, Manage Client..., Spend Analysis, Capital Budgeting, AutoCAD, Space planning, Microsoft Office, SAP, Ariba, Archibus, Cross-functional Team..., Vendor Management, Procurement, Management, Construction, Facilities Management, Space Planning
Education
State University of New York College at Buffalo 1974 — 1978
Bachelor of Science, Environmental Design
Susan Waszkiewicz's The Bank of New York Experience January 1997 - July 2007
Job Application Architect
Industry Information Technology and Services
Experience
The Bank of New York Mellon June 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York Mellon July 2007 - September 2008
The Bank of New York January 1997 - July 2007
Skills
VSAM, CICS, SDLC, Securities, Financial Services, Integration
Education
The College of New Rochelle
BA, Mathematics
The Bank of New York Mellon June 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York Mellon July 2007 - September 2008
The Bank of New York January 1997 - July 2007
Skills
VSAM, CICS, SDLC, Securities, Financial Services, Integration
Education
The College of New Rochelle
BA, Mathematics
Frank Passantino's The Bank of New York Experience 1986 - 1990
Job First Vice President at Burnham Securities Inc.
Industry Financial Services
Experience
Burnham Securities Inc. February 1990 - Present
The Bank of New York 1986 - 1990
Skills
Equities, Fixed Income, Relationship Management, Alternative Investments, Private Placements, Investments, Valuation, Wealth Management, Financial Analysis, Financial Modeling, FINRA, Mergers & Acquisitions, Project Management, Mutual Funds, Fund Of Funds, Portfolio Management, Venture Capital, Securities, Capital Markets, Private Equity, Financial Services, Due Diligence, Investment Banking, Series 7, Asset Management, Series 63, Hedge Funds
Education
St. Francis College 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General, Summa Cum Laude
Burnham Securities Inc. February 1990 - Present
The Bank of New York 1986 - 1990
Skills
Equities, Fixed Income, Relationship Management, Alternative Investments, Private Placements, Investments, Valuation, Wealth Management, Financial Analysis, Financial Modeling, FINRA, Mergers & Acquisitions, Project Management, Mutual Funds, Fund Of Funds, Portfolio Management, Venture Capital, Securities, Capital Markets, Private Equity, Financial Services, Due Diligence, Investment Banking, Series 7, Asset Management, Series 63, Hedge Funds
Education
St. Francis College 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General, Summa Cum Laude
Jill M. Degen's The Bank of New York Experience 2002 - 2008
Job Vice President at Citi Community Development
Industry Financial Services
Experience
Citi 2009 - Present
BNY Mellon 2002 - 2009
The Bank of New York 2002 - 2008
Education
State University of New York College at Cortland
BA, Economics
Citi 2009 - Present
BNY Mellon 2002 - 2009
The Bank of New York 2002 - 2008
Education
State University of New York College at Cortland
BA, Economics
Robert Breslin's The Bank of New York Experience Information Technology Manager IVThe Bank of New York Mellon1996 - Present
Job VP at The Bank of New York
Industry Banking
Experience
The Bank of New York Information Technology Manager IVThe Bank of New York Mellon1996 - Present
Skills
SDLC, Business Analysis, Financial Services, Fixed Income, Risk Management, Program Management, Equities, Software Project..., Integration, Derivatives, Portfolio Management, Banking, Requirements Analysis, Asset Management, IT Strategy, Vendor Management, Securities
Education
St. John's University
Bachelor of Science (B.S.), Accounting and Finance, A
The Bank of New York Information Technology Manager IVThe Bank of New York Mellon1996 - Present
Skills
SDLC, Business Analysis, Financial Services, Fixed Income, Risk Management, Program Management, Equities, Software Project..., Integration, Derivatives, Portfolio Management, Banking, Requirements Analysis, Asset Management, IT Strategy, Vendor Management, Securities
Education
St. John's University
Bachelor of Science (B.S.), Accounting and Finance, A
John Ciocco's The Bank of New York Experience May 1997 - August 1999
Job Home Helpers of Monmouth County: President and Owner
Industry Hospital & Health Care
Experience
Home Helpers of Monmouth County November 2011 - Present
Brick Township Municipal Utilities Authority March 2008 - January 2014
Continental Stock Transfer & Trust Company February 2007 - October 2011
Computershare November 2000 - August 2006
The Bank of New York May 1997 - August 1999
The Bank of New York December 1993 - May 1997
American Stock Transfer & Trust Company June 1992 - December 1993
Skills
Project Coordination, Client Services, Customer Service, Senior Housing, Senior Services, Budget Oversight, Local Government, Healthcare, Facilities Management, Community Service, Service Management, Service Coordination, Inventory Management, Operations Management, Compliance, Elder Care, Home Care, Healthcare Services, Home Helpers, In Home Healthcare, Home Healthcare, Home Health Agencies, Senior Care, Assisted Living, Fundraising, Financial Services, Management, Securities, Coaching, Small Business, Budgets, Seniors, Investor Relations, Corporate Actions, Retirement Homes, Human Resources, Recruiting, Marketing, Executive Management, Medicare, Project Management, Medicaid, Healthcare Industry, Analysis, Compassion, Strategic Planning, Insurance, Entrepreneurship, Team Building, Public Speaking
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1991
MBA, Executive Management
Saint John's University 1982 — 1986
BA, History
Monsignor Farrell High School 1978 — 1982
NY Regents Diploma, NY State Required Curriculum
Home Helpers of Monmouth County November 2011 - Present
Brick Township Municipal Utilities Authority March 2008 - January 2014
Continental Stock Transfer & Trust Company February 2007 - October 2011
Computershare November 2000 - August 2006
The Bank of New York May 1997 - August 1999
The Bank of New York December 1993 - May 1997
American Stock Transfer & Trust Company June 1992 - December 1993
Skills
Project Coordination, Client Services, Customer Service, Senior Housing, Senior Services, Budget Oversight, Local Government, Healthcare, Facilities Management, Community Service, Service Management, Service Coordination, Inventory Management, Operations Management, Compliance, Elder Care, Home Care, Healthcare Services, Home Helpers, In Home Healthcare, Home Healthcare, Home Health Agencies, Senior Care, Assisted Living, Fundraising, Financial Services, Management, Securities, Coaching, Small Business, Budgets, Seniors, Investor Relations, Corporate Actions, Retirement Homes, Human Resources, Recruiting, Marketing, Executive Management, Medicare, Project Management, Medicaid, Healthcare Industry, Analysis, Compassion, Strategic Planning, Insurance, Entrepreneurship, Team Building, Public Speaking
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1991
MBA, Executive Management
Saint John's University 1982 — 1986
BA, History
Monsignor Farrell High School 1978 — 1982
NY Regents Diploma, NY State Required Curriculum
Roman Ilyasov's The Bank of New York Experience January 1998 - January 2010
Job Programmer Analyst at UCLA
Industry Program Development
Experience
UCLA November 2014 - Present
IBM Global Business Process Services September 2014 - November 2014
The Bank of New York Mellon Inc., New York, NY April 2012 - April 2014
The Bank of New York Mellon January 2010 - June 2012
The Bank of New York January 1998 - January 2010
Centralized Computer Center January 1994 - January 1997
Skills
SDLC, Requirements Analysis, Software Documentation, COBOL, JCL, Mainframe, Databases, DB2, VSAM, Business Requirements, User Acceptance Testing, Testing, Requirements Gathering, CICS, Visio
Education
Touro College 2010 — 2010
BS/ MS, Computer Science
Tashkent University of Engineering 1986 — 1992
Combined BS and MS, Engineering
UCLA November 2014 - Present
IBM Global Business Process Services September 2014 - November 2014
The Bank of New York Mellon Inc., New York, NY April 2012 - April 2014
The Bank of New York Mellon January 2010 - June 2012
The Bank of New York January 1998 - January 2010
Centralized Computer Center January 1994 - January 1997
Skills
SDLC, Requirements Analysis, Software Documentation, COBOL, JCL, Mainframe, Databases, DB2, VSAM, Business Requirements, User Acceptance Testing, Testing, Requirements Gathering, CICS, Visio
Education
Touro College 2010 — 2010
BS/ MS, Computer Science
Tashkent University of Engineering 1986 — 1992
Combined BS and MS, Engineering
Daniel Forman's The Bank of New York Experience June 2009 - May 2010
Job Senior Investment Analyst
Industry Investment Management
Experience
Centaurus Capital, LP May 2012 - Present
RBS Global Banking & Markets June 2011 - June 2012
Fitch Ratings June 2010 - May 2011
The Bank of New York June 2009 - May 2010
RBC Wealth Managment June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
Skills
Fixed Income, Structured Finance, Credit, Securitization, Alternative Investments, CMBS, Private Equity, Due Diligence, CLO, Valuation, Loan Origination, ABS
Education
The George Washington University - School of Business 2005 — 2009
Finance
Newark Academy
Newark Academy
Centaurus Capital, LP May 2012 - Present
RBS Global Banking & Markets June 2011 - June 2012
Fitch Ratings June 2010 - May 2011
The Bank of New York June 2009 - May 2010
RBC Wealth Managment June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
Skills
Fixed Income, Structured Finance, Credit, Securitization, Alternative Investments, CMBS, Private Equity, Due Diligence, CLO, Valuation, Loan Origination, ABS
Education
The George Washington University - School of Business 2005 — 2009
Finance
Newark Academy
Newark Academy
Anna Libia Salado AML/CA's The Bank of New York Experience September 1990 - June 2006
Job SENIOR AML RISK ANALYST at GIBRALTAR PRIVATE BANK & TRUST
Industry Banking
Experience
Gibraltar Private Bank & Trust June 2014 - Present
GIBRALTAR KPRIVATE BANK & TRUST June 2014 - Present
ASCENDO RESOURCES October 2013 - Present
Intercredit Bank, NA September 2012 - September 2013
SunTrust Bank June 2006 - November 2011
The Bank of New York September 1990 - June 2006
The Bank of New York August 1990 - June 2006
Skills
Proficient in both..., MS Office Suite, MS PowerPoint, MS..., Banking, Cash Management, Credit, Loans, AML, Commercial Banking, Risk Management, Payments, Retail Banking, Wealth Management, Investments, Securities, Investment Banking, Portfolio Management, Due Diligence, Microsoft Office, Business Development, Trade Finance, Management, Private Banking, KYC, Financial Risk, Operational Risk, Credit Risk, Consumer Lending, Finance, Credit Analysis, Treasury Management, Mortgage Lending, Financial Services, Capital Markets, Relationship Management, Bank Secrecy Act, Analysis, OFAC, Anti Money Laundering
Education
American Institute of Banking (AIB) 1998 — 2001
Certificate in International Banking
Universidad APEC 1984 — 1988
bachellors, Business Administration
Gibraltar Private Bank & Trust June 2014 - Present
GIBRALTAR KPRIVATE BANK & TRUST June 2014 - Present
ASCENDO RESOURCES October 2013 - Present
Intercredit Bank, NA September 2012 - September 2013
SunTrust Bank June 2006 - November 2011
The Bank of New York September 1990 - June 2006
The Bank of New York August 1990 - June 2006
Skills
Proficient in both..., MS Office Suite, MS PowerPoint, MS..., Banking, Cash Management, Credit, Loans, AML, Commercial Banking, Risk Management, Payments, Retail Banking, Wealth Management, Investments, Securities, Investment Banking, Portfolio Management, Due Diligence, Microsoft Office, Business Development, Trade Finance, Management, Private Banking, KYC, Financial Risk, Operational Risk, Credit Risk, Consumer Lending, Finance, Credit Analysis, Treasury Management, Mortgage Lending, Financial Services, Capital Markets, Relationship Management, Bank Secrecy Act, Analysis, OFAC, Anti Money Laundering
Education
American Institute of Banking (AIB) 1998 — 2001
Certificate in International Banking
Universidad APEC 1984 — 1988
bachellors, Business Administration
Ryan Gigon, CPA's The Bank of New York Experience September 2007 - February 2008
Job PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2010 - Present
Fust Charles Chambers LLP September 2008 - August 2010
The Bank of New York September 2007 - February 2008
WR Grace June 2007 - August 2007
Skills
CPA, GAAP, US GAAP, Internal Controls, SEC filings, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, General Ledger, Internal Audit, Financial Statements, Big 4, External Audit, Account Reconciliation, Fixed Assets
Education
State University of New York at Oswego 2003 — 2008
B.S., Accounting
Tecnológico de Monterrey 2006 — 2006
Learn, International Business & Spanish
PricewaterhouseCoopers August 2010 - Present
Fust Charles Chambers LLP September 2008 - August 2010
The Bank of New York September 2007 - February 2008
WR Grace June 2007 - August 2007
Skills
CPA, GAAP, US GAAP, Internal Controls, SEC filings, Auditing, Financial Reporting, Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, General Ledger, Internal Audit, Financial Statements, Big 4, External Audit, Account Reconciliation, Fixed Assets
Education
State University of New York at Oswego 2003 — 2008
B.S., Accounting
Tecnológico de Monterrey 2006 — 2006
Learn, International Business & Spanish
Suzanne Jordan's The Bank of New York Experience October 2007 - Present
Job Vice President, Financial Reporting at The Bank of New York
Industry Accounting
Experience
The Bank of New York October 2007 - Present
The Chase Manhattan Bank June 1993 - October 2006
Skills
Accounting, Internal Audit, Financial Reporting, Financial Statements, Auditing, Financial Services, General Ledger, US GAAP, Finance, Internal Controls
Education
The University of Texas at Austin 1987 — 1992
Licensed CPA in Texas
The Bank of New York October 2007 - Present
The Chase Manhattan Bank June 1993 - October 2006
Skills
Accounting, Internal Audit, Financial Reporting, Financial Statements, Auditing, Financial Services, General Ledger, US GAAP, Finance, Internal Controls
Education
The University of Texas at Austin 1987 — 1992
Licensed CPA in Texas
Christopher Sheaffer's The Bank of New York Experience October 2003 - September 2005
Job Underwriting Manager at The Hartford
Industry Financial Services
Experience
The Hartford September 2015 - Present
The Hartford April 2014 - Present
The Hartford August 2010 - Present
The Hartford August 2008 - April 2010
The Hartford September 2005 - August 2008
The Bank of New York October 2003 - September 2005
The Bank of New York July 2000 - October 2003
ESPN August 1998 - July 2000
Skills
Underwriting, Insurance, Workers Compensation, Risk Management, Commercial Insurance, Financial Services, Banking, General Insurance, Process Improvement, Leadership, Professional Liability
Education
State University of New York Institute of Technology at Utica/Rome 2002 — 2009
MBA, Technology Management
Towson University 1992 — 1996
BA, Mass Communications
The Hartford September 2015 - Present
The Hartford April 2014 - Present
The Hartford August 2010 - Present
The Hartford August 2008 - April 2010
The Hartford September 2005 - August 2008
The Bank of New York October 2003 - September 2005
The Bank of New York July 2000 - October 2003
ESPN August 1998 - July 2000
Skills
Underwriting, Insurance, Workers Compensation, Risk Management, Commercial Insurance, Financial Services, Banking, General Insurance, Process Improvement, Leadership, Professional Liability
Education
State University of New York Institute of Technology at Utica/Rome 2002 — 2009
MBA, Technology Management
Towson University 1992 — 1996
BA, Mass Communications
Philip Franchini's The Bank of New York Experience 2001 - 2003
Job Middle Office
Industry Investment Banking
Experience
Two Sigma Investments 2012 - Present
Barclays Capital 2004 - 2012
The Bank of New York 2001 - 2003
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Middle Office, Securities, Bloomberg, Hedge Funds, Investment Banking, Trading Systems
Education
University of Maryland University College 2002 — 2005
Masters of Science, Business Technology
Stockton University 1996 — 2001
Bachelors, Finance
Two Sigma Investments 2012 - Present
Barclays Capital 2004 - 2012
The Bank of New York 2001 - 2003
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Middle Office, Securities, Bloomberg, Hedge Funds, Investment Banking, Trading Systems
Education
University of Maryland University College 2002 — 2005
Masters of Science, Business Technology
Stockton University 1996 — 2001
Bachelors, Finance
Carlos Smart's The Bank of New York Experience 2006 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
CREDIT SUISSE (consulting) May 2012 - May 2013
JPMORGAN CHASE (consulting) May 2011 - September 2011
IRONSHORE HOLDINGS (consulting) 2010 - 2010
TIAA-CREF (consulting) 2008 - 2008
BACHRACH ACQUISITION, LLC November 2006 - February 2007
THE BANK OF NEW YORK 2006 - 2007
Skills
Administrative Support, Microsoft Excel, Word, PowerPoint, Outlook, Lotus Notes, Microsoft Office, Concur, RMS, CCR
Education
State University of New York College at Cortland
State University of New York at New Paltz
Bachelor of Science, English
CREDIT SUISSE (consulting) May 2012 - May 2013
JPMORGAN CHASE (consulting) May 2011 - September 2011
IRONSHORE HOLDINGS (consulting) 2010 - 2010
TIAA-CREF (consulting) 2008 - 2008
BACHRACH ACQUISITION, LLC November 2006 - February 2007
THE BANK OF NEW YORK 2006 - 2007
Skills
Administrative Support, Microsoft Excel, Word, PowerPoint, Outlook, Lotus Notes, Microsoft Office, Concur, RMS, CCR
Education
State University of New York College at Cortland
State University of New York at New Paltz
Bachelor of Science, English
Nancy Burger's The Bank of New York Experience June 1982 - March 1986
Job Freelance Writer
Industry Writing and Editing
Experience
BFFLCO (Best Friends for Life Co.) 2014 - Present
Peter Pan Children's Fund May 1995 - September 1997
The Wooster School January 1994 - September 1994
Bank Brussels Lambert June 1989 - June 1992
National Australia Bank March 1986 - June 1989
The Bank of New York June 1982 - March 1986
Skills
Management, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Blog writing, Team Building, Customer Service
Education
University at Albany, SUNY
Bachelor’s Degree, Economics, Italian
BFFLCO (Best Friends for Life Co.) 2014 - Present
Peter Pan Children's Fund May 1995 - September 1997
The Wooster School January 1994 - September 1994
Bank Brussels Lambert June 1989 - June 1992
National Australia Bank March 1986 - June 1989
The Bank of New York June 1982 - March 1986
Skills
Management, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Blog writing, Team Building, Customer Service
Education
University at Albany, SUNY
Bachelor’s Degree, Economics, Italian
KEVIN RANDLE's The Bank of New York Experience January 1983 - January 1988
Job Banking Professional
Industry Banking
Experience
BNY INVESTMENT HOLDINGS (DE) LLC July 2007 - November 2009
THE BANK OF NEW YORK (DE) January 1998 - June 2007
The Bank of New York(DE) January 1991 - January 1998
The Bank of New York(DE) January 1988 - January 1991
The Bank of New York January 1983 - January 1988
The Bank of New York January 1982 - January 1983
Education
State University of New York College at Oneonta 1977 — 1981
BS, General Studies
State University of New York at
BS Degree, General Studies - Major
BNY INVESTMENT HOLDINGS (DE) LLC July 2007 - November 2009
THE BANK OF NEW YORK (DE) January 1998 - June 2007
The Bank of New York(DE) January 1991 - January 1998
The Bank of New York(DE) January 1988 - January 1991
The Bank of New York January 1983 - January 1988
The Bank of New York January 1982 - January 1983
Education
State University of New York College at Oneonta 1977 — 1981
BS, General Studies
State University of New York at
BS Degree, General Studies - Major
Susan Blomster's The Bank of New York Experience June 1989 - April 1993
Job Financial Analyst | Relationship Manager, Seeking New Opportunities
Industry Banking
Experience
The Bank of New York June 1989 - April 1993
Paine Webber Inc. October 1984 - January 1988
Skills
Microsoft Excel, Commercial Lending, Risk Management, Banking, Financial Analysis, Customer Service, Strategic Planning, Analysis, Credit, Portfolio Management, Budgets, Loans, Cash Flow, Cash Management, Credit Analysis, Sales, Finance, Management
Education
New York University, Stern School of Business 1987 — 1989
Master of Business Administration (M.B.A.), management, finance
Trinity College-Hartford 1980 — 1984
Bachelor of Arts (B.A.), Economics
Amity Regional High School, Woodbridge, CT 1976 — 1980
High School Diploma
The Bank of New York June 1989 - April 1993
Paine Webber Inc. October 1984 - January 1988
Skills
Microsoft Excel, Commercial Lending, Risk Management, Banking, Financial Analysis, Customer Service, Strategic Planning, Analysis, Credit, Portfolio Management, Budgets, Loans, Cash Flow, Cash Management, Credit Analysis, Sales, Finance, Management
Education
New York University, Stern School of Business 1987 — 1989
Master of Business Administration (M.B.A.), management, finance
Trinity College-Hartford 1980 — 1984
Bachelor of Arts (B.A.), Economics
Amity Regional High School, Woodbridge, CT 1976 — 1980
High School Diploma
Sherry Kundlas's The Bank of New York Experience June 2005 - February 2007
Job Vice President at Société Générale Corporate and Investment Banking
Industry Banking
Experience
Société Générale Corporate and Investment Banking February 2007 - Present
The Bank of New York June 2005 - February 2007
Skills
Business Analysis, Capital Markets, Credit Derivatives, Derivatives, Equities, Equity Derivatives, FX Options, Financial Markets, Interest Rate..., Investment Banking, Market Risk, Risk Management, Structured Products, Trading Systems
Education
The Ohio State University 1996 — 2002
BS, Computer Science and Engineering
Société Générale Corporate and Investment Banking February 2007 - Present
The Bank of New York June 2005 - February 2007
Skills
Business Analysis, Capital Markets, Credit Derivatives, Derivatives, Equities, Equity Derivatives, FX Options, Financial Markets, Interest Rate..., Investment Banking, Market Risk, Risk Management, Structured Products, Trading Systems
Education
The Ohio State University 1996 — 2002
BS, Computer Science and Engineering
Steven Frias's The Bank of New York Experience September 2000 - July 2004
Job Settlement Specialist at Daiwa Capital Markets America Inc
Industry Financial Services
Experience
Daiwa Capital Markets America Inc Specialist/Account Manager - International SettlementsCITIGROUP GLOBAL MARKETS INCJuly 2004 - October 2006
The Bank of New York September 2000 - July 2004
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelor's, Finance
Daiwa Capital Markets America Inc Specialist/Account Manager - International SettlementsCITIGROUP GLOBAL MARKETS INCJuly 2004 - October 2006
The Bank of New York September 2000 - July 2004
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelor's, Finance
Chris Bruns's The Bank of New York Experience December 1989 - March 1996
Job Learning Specialist III, PHR, CTT+ , ADPCPS at ADP
Industry Information Services
Experience
ADP January 1998 - Present
CCFCU January 1996 - January 1998
The Bank of New York December 1989 - March 1996
Northeast Savings Bank January 1981 - September 1989
Skills
Training, Project Management, Payroll, Management
Education
The Sage Colleges - Russell Sage College 1990 — 1994
BS, Business Administration
ADP January 1998 - Present
CCFCU January 1996 - January 1998
The Bank of New York December 1989 - March 1996
Northeast Savings Bank January 1981 - September 1989
Skills
Training, Project Management, Payroll, Management
Education
The Sage Colleges - Russell Sage College 1990 — 1994
BS, Business Administration
John Devaney's The Bank of New York Experience July 1994 - September 2006
Job independent broker
Industry Financial Services
Experience
The Bank of New York July 1994 - September 2006
Skills
Asset Based Lending, Factoring, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Auditing, Risk Assessment, Forecasting, Loan Origination, Brokers, Cash Flow Lending, Project Finance, Commercial Finance, Banking, Financial Modeling, Risk Management, Financial Statement..., Loans, Financial Accounting, Middle Market, Corporate Finance, Underwriting, Investments, Portfolio Management, Asset Management, Due Diligence, Finance, Mergers & Acquisitions, Investment Banking, Restructuring, Private Equity, Strategic Financial..., Funding, Valuation
Education
University at Buffalo 1978 — 1981
Bachelors of Business Administration, Marketing Major, Political Science Minor
The Bank of New York July 1994 - September 2006
Skills
Asset Based Lending, Factoring, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Auditing, Risk Assessment, Forecasting, Loan Origination, Brokers, Cash Flow Lending, Project Finance, Commercial Finance, Banking, Financial Modeling, Risk Management, Financial Statement..., Loans, Financial Accounting, Middle Market, Corporate Finance, Underwriting, Investments, Portfolio Management, Asset Management, Due Diligence, Finance, Mergers & Acquisitions, Investment Banking, Restructuring, Private Equity, Strategic Financial..., Funding, Valuation
Education
University at Buffalo 1978 — 1981
Bachelors of Business Administration, Marketing Major, Political Science Minor
Yasser Serulle's The Bank of New York Experience December 2005 - April 2006
Job Project Specialist at Almac Group
Industry Pharmaceuticals
Experience
Almac Group November 2013 - Present
Agua Divina, S.R.L. January 2012 - May 2013
DE Enterprises MSC Inc May 2009 - September 2010
JPMorgan Chase Bank April 2006 - May 2009
The Bank of New York December 2005 - April 2006
Primerica October 2004 - December 2005
The Division of Elections, Office of the Attorney General June 2004 - November 2004
Department of Labor and Disabilities, NJ June 2002 - August 2002
Skills
Entertainment, Social Media, Microsoft Office, Television, Film, Event Planning, Event Management, Customer Service, Video Production, Social Media Marketing, Microsoft Excel, Public Speaking, Public Relations, Film Production, Marketing
Education
pucmm 2012 — 2013
Master's degree, Accounting and Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Almac Group November 2013 - Present
Agua Divina, S.R.L. January 2012 - May 2013
DE Enterprises MSC Inc May 2009 - September 2010
JPMorgan Chase Bank April 2006 - May 2009
The Bank of New York December 2005 - April 2006
Primerica October 2004 - December 2005
The Division of Elections, Office of the Attorney General June 2004 - November 2004
Department of Labor and Disabilities, NJ June 2002 - August 2002
Skills
Entertainment, Social Media, Microsoft Office, Television, Film, Event Planning, Event Management, Customer Service, Video Production, Social Media Marketing, Microsoft Excel, Public Speaking, Public Relations, Film Production, Marketing
Education
pucmm 2012 — 2013
Master's degree, Accounting and Finance
The College of New Jersey 2000 — 2004
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
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
Craig Moylan, PMP's The Bank of New York Experience June 2006 - August 2007
Job Manager at The Gartland & Mellina Group
Industry Management Consulting
Experience
Gartland & Mellina Group January 2015 - Present
Gartland & Mellina Group October 2009 - December 2014
Merrill Lynch September 2007 - October 2009
The Bank of New York June 2006 - August 2007
T. Rowe Price Associates Inc January 2006 - April 2006
Skills
Financial Services, Risk Management, Equities, Microsoft Excel, Management Consulting, Business Analysis, Business Process..., Capital Markets, Alternative Investments, Project Management, Back Office, Hedge Funds, Prime Brokerage, Wealth Management, Process Improvement, Settlement, Regulatory Compliance, Capital Market..., Data Conversion, Financial Accounting, Tax Accounting, Fund Accounting
Education
Towson University 2002 — 2006
Bachelor of Science, Accounting; Accounting
The University of Queensland 2004 — 2004
Gartland & Mellina Group January 2015 - Present
Gartland & Mellina Group October 2009 - December 2014
Merrill Lynch September 2007 - October 2009
The Bank of New York June 2006 - August 2007
T. Rowe Price Associates Inc January 2006 - April 2006
Skills
Financial Services, Risk Management, Equities, Microsoft Excel, Management Consulting, Business Analysis, Business Process..., Capital Markets, Alternative Investments, Project Management, Back Office, Hedge Funds, Prime Brokerage, Wealth Management, Process Improvement, Settlement, Regulatory Compliance, Capital Market..., Data Conversion, Financial Accounting, Tax Accounting, Fund Accounting
Education
Towson University 2002 — 2006
Bachelor of Science, Accounting; Accounting
The University of Queensland 2004 — 2004
Lola Mao's The Bank of New York Experience December 1994 - December 1996
Job Client Service Administrator at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2008 - May 2010
JPMorgan Chase September 2000 - October 2008
Deutsche Bank January 1996 - August 2000
The Bank of New York December 1994 - December 1996
The Bank of Yokohama August 1993 - December 1996
Education
State University of New York at Stony Brook
BA
JPMorgan Chase October 2008 - May 2010
JPMorgan Chase September 2000 - October 2008
Deutsche Bank January 1996 - August 2000
The Bank of New York December 1994 - December 1996
The Bank of Yokohama August 1993 - December 1996
Education
State University of New York at Stony Brook
BA
Syeda M Khan's The Bank of New York Experience September 2009 - Present
Job Assistant Relationship Manager at The Bank of New York
Industry Financial Services
Experience
The Bank of New York September 2009 - Present
PricewaterhouseCoopers 1994 - 2001
Skills
Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance, 3.67
Texas A&M University 1980 — 1982
B.S. Economics. Minor: Accounting
The Bank of New York September 2009 - Present
PricewaterhouseCoopers 1994 - 2001
Skills
Financial Analysis
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance, 3.67
Texas A&M University 1980 — 1982
B.S. Economics. Minor: Accounting
Michael Tracey Smith's The Bank of New York Experience October 2004 - December 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
THE BANK OF NEW YORK MELLON January 2005 - August 2009
THE BANK OF NEW YORK October 2004 - December 2006
THE BANK OF NEW YORK August 2000 - September 2004
BANK OF September 1998 - July 2000
Education
SUNY at Buffalo 1993 — 1998
BA
THE BANK OF NEW YORK MELLON January 2005 - August 2009
THE BANK OF NEW YORK October 2004 - December 2006
THE BANK OF NEW YORK August 2000 - September 2004
BANK OF September 1998 - July 2000
Education
SUNY at Buffalo 1993 — 1998
BA
Eva Aryeetey's The Bank of New York Experience January 1996 - March 2000
Job Vice President at Union Bank, N.A.
Industry Banking
Experience
Union Bank, N.A. September 2007 - Present
Wamu Capital Corporation August 2006 - May 2007
Deutsche Bank August 2004 - July 2006
JP Morgan Chase (Merged/Aquired Bank One) November 2003 - July 2004
Bank One March 2000 - November 2003
The Bank of New York January 1996 - March 2000
Skills
Structured Finance, ABS, Project Finance, MBS, Porfolio Management, Structured Products, Capital Markets
Education
State University of New York at New Paltz
BS, Business Administration
Union Bank, N.A. September 2007 - Present
Wamu Capital Corporation August 2006 - May 2007
Deutsche Bank August 2004 - July 2006
JP Morgan Chase (Merged/Aquired Bank One) November 2003 - July 2004
Bank One March 2000 - November 2003
The Bank of New York January 1996 - March 2000
Skills
Structured Finance, ABS, Project Finance, MBS, Porfolio Management, Structured Products, Capital Markets
Education
State University of New York at New Paltz
BS, Business Administration
Maria Josephs's The Bank of New York Experience September 1984 - March 1989
Job Vice President at TD Bank Group
Industry Banking
Experience
TD Bank Group February 2011 - Present
BB&T June 2007 - February 2011
Citizens Bank (formerly Mellon Bank) March 1994 - June 2007
Bank of America (formerly NationsBank & American Security Bank) March 1989 - March 1994
The Bank of New York September 1984 - March 1989
Skills
Small Business Lending, Government Contracting, Risk Management, Credit, Credit Risk, Asset Based Lending, Commercial Mortgages, Cash Management, Management, Capital Markets, Due Diligence, Finance, Portfolio Management, Mortgage Lending, Commercial Banking, Treasury Management, Underwriting, Financial Modeling, Strategy, Financial Structuring, Lines Of Credit, Managerial Finance, Mergers & Acquisitions, Executive Management, Corporate Finance, Financial Analysis, Commercial Lending, Loans, Retail Banking, Consumer Lending, Investments, Banking
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Foreign Languages, Spanish & French; International Political Science
TD Bank Group February 2011 - Present
BB&T June 2007 - February 2011
Citizens Bank (formerly Mellon Bank) March 1994 - June 2007
Bank of America (formerly NationsBank & American Security Bank) March 1989 - March 1994
The Bank of New York September 1984 - March 1989
Skills
Small Business Lending, Government Contracting, Risk Management, Credit, Credit Risk, Asset Based Lending, Commercial Mortgages, Cash Management, Management, Capital Markets, Due Diligence, Finance, Portfolio Management, Mortgage Lending, Commercial Banking, Treasury Management, Underwriting, Financial Modeling, Strategy, Financial Structuring, Lines Of Credit, Managerial Finance, Mergers & Acquisitions, Executive Management, Corporate Finance, Financial Analysis, Commercial Lending, Loans, Retail Banking, Consumer Lending, Investments, Banking
Education
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Foreign Languages, Spanish & French; International Political Science
Arlene Mazzola's The Bank of New York Experience February 1989 - June 1993
Job
Industry
Experience
Plainedge School District October 2007 - Present
The Bank of New York February 1989 - June 1993
Skills
MS Office, Researching, Social Media, Outlook, Microsoft Excel
Education
Stony Brook University
Bachelor's degree
Plainedge School District October 2007 - Present
The Bank of New York February 1989 - June 1993
Skills
MS Office, Researching, Social Media, Outlook, Microsoft Excel
Education
Stony Brook University
Bachelor's degree
Margaret Jordan's The Bank of New York Experience January 2004 - August 2007
Job Senior Analyst at PepsiCo
Industry Food & Beverages
Experience
Blue Buffalo Co May 2014 - Present
PepsiCo August 2007 - May 2014
The Bank of New York January 2004 - August 2007
Shearson Lehman April 1988 - September 1993
Manufacturers Hanover Trust 1982 - 1987
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Variance Analysis, Analysis, Hyperion Enterprise, Internal Controls, Accounting, Data Analysis, Corporate Finance, Auditing, Customer Insight
Education
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Blue Buffalo Co May 2014 - Present
PepsiCo August 2007 - May 2014
The Bank of New York January 2004 - August 2007
Shearson Lehman April 1988 - September 1993
Manufacturers Hanover Trust 1982 - 1987
Skills
Forecasting, Financial Analysis, Financial Modeling, Financial Reporting, SAP, Sarbanes-Oxley Act, Variance Analysis, Analysis, Hyperion Enterprise, Internal Controls, Accounting, Data Analysis, Corporate Finance, Auditing, Customer Insight
Education
SUNY Albany 1978 — 1982
Bachelor of Science (BS), Accounting
Louise Holder's The Bank of New York Experience 1990 - 1996
Job First Grade Teacher/Educator at Twin Rivers Unified School District
Industry Education Management
Experience
Twin Rivers Unified School District July 2001 - Present
Alum Rock School District July 1998 - July 2001
The Bank of New York 1990 - 1996
Skills
Classroom Management, Classroom, Differentiated..., Lesson Planning, Educational Technology, ESL, K-12, Teacher Training, Elementary Education, Educational Leadership, Tutoring, Literacy, Special Education, Instructional Technology
Education
Master's Degree from Sacramento State 2001 — 2005
Master of Science (MS), School Counseling
BA in Education from St. Joseph's College in Patchogue, NY 1996 — 1998
Bachelor of Arts (BA), Elementary Education and Teaching
St. Joseph's College 1996 — 1998
Bachelor of Arts (BA), Early Childhood Education and Teaching
Twin Rivers Unified School District July 2001 - Present
Alum Rock School District July 1998 - July 2001
The Bank of New York 1990 - 1996
Skills
Classroom Management, Classroom, Differentiated..., Lesson Planning, Educational Technology, ESL, K-12, Teacher Training, Elementary Education, Educational Leadership, Tutoring, Literacy, Special Education, Instructional Technology
Education
Master's Degree from Sacramento State 2001 — 2005
Master of Science (MS), School Counseling
BA in Education from St. Joseph's College in Patchogue, NY 1996 — 1998
Bachelor of Arts (BA), Elementary Education and Teaching
St. Joseph's College 1996 — 1998
Bachelor of Arts (BA), Early Childhood Education and Teaching
Lucinda McNeill's The Bank of New York Experience April 1991 - August 1996
Job Finance and Reconciliation Coordinator
Industry Information Technology and Services
Experience
Verizon 1996 - 2013
The Bank of New York April 1991 - August 1996
Skills
Managerial, Analytical,..., Forecasting, Sarbanes-Oxley Act, Finance, Auditing, Account Reconciliation, Journal Entries, Process Improvement, Financial Analysis, Analysis
Education
Strayer University (VA) 2012 — 2015
Master of Business Administration (MBA), Project Management
Winston-Salem State University 1985 — 1989
Bachelor of Arts (BA), Business Administration
Verizon 1996 - 2013
The Bank of New York April 1991 - August 1996
Skills
Managerial, Analytical,..., Forecasting, Sarbanes-Oxley Act, Finance, Auditing, Account Reconciliation, Journal Entries, Process Improvement, Financial Analysis, Analysis
Education
Strayer University (VA) 2012 — 2015
Master of Business Administration (MBA), Project Management
Winston-Salem State University 1985 — 1989
Bachelor of Arts (BA), Business Administration
Andrew Steck's The Bank of New York Experience 1996 - 2006
Job VP Business Development at LordSPV |TMF Group Company|
Industry Financial Services
Experience
LordSPV TMF Group Company April 2014 - Present
Wells Fargo August 2008 - January 2014
RR Donnelley Global Real Estate Services July 2006 - August 2008
The Bank of New York 1996 - 2006
Skills
New Business Development, Corporate Trust, Sales Management, Project Finance, Treasury Management, Syndicated Loan..., Global Custody, M&A support, Corporate Debt..., Shareholder Agent..., Credit Risk Management..., ABL Loans, Liquidity Management, Banking, Finance, Securitization, Structured Finance, Loans, Financial Services, Corporate Finance, Capital Markets
Education
State University of New York at Albany
Bachelor of Science (BS), Business Adminstration with Finance Concentration
LordSPV TMF Group Company April 2014 - Present
Wells Fargo August 2008 - January 2014
RR Donnelley Global Real Estate Services July 2006 - August 2008
The Bank of New York 1996 - 2006
Skills
New Business Development, Corporate Trust, Sales Management, Project Finance, Treasury Management, Syndicated Loan..., Global Custody, M&A support, Corporate Debt..., Shareholder Agent..., Credit Risk Management..., ABL Loans, Liquidity Management, Banking, Finance, Securitization, Structured Finance, Loans, Financial Services, Corporate Finance, Capital Markets
Education
State University of New York at Albany
Bachelor of Science (BS), Business Adminstration with Finance Concentration
Olga Warren's The Bank of New York Experience 1995 - 1996
Job Retired at SunTrust
Industry Banking
Experience
SunTrust Group Vice President/Team LeaderSunTrust Bank1996 - 2009
The Bank of New York 1995 - 1996
Nations Bank 1991 - 1995
C&S Sovran Trust Company 1986 - 1991
The Citizens and Southern National Bank 1981 - 1986
The Citizens and Southern National Bank 1973 - 1981
Skills
Banking, Mergers & Acquisitions, Microsoft Office, Management
Education
Tuskegee University 1967 — 1971
Bachelor's Degree, History
SunTrust Group Vice President/Team LeaderSunTrust Bank1996 - 2009
The Bank of New York 1995 - 1996
Nations Bank 1991 - 1995
C&S Sovran Trust Company 1986 - 1991
The Citizens and Southern National Bank 1981 - 1986
The Citizens and Southern National Bank 1973 - 1981
Skills
Banking, Mergers & Acquisitions, Microsoft Office, Management
Education
Tuskegee University 1967 — 1971
Bachelor's Degree, History
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