The Bank of New York Mellon
Industry: Business bank
DescriptionThe Bank of New York Mellon Corporation, which does business as BNY Mellon, is an American worldwide banking and financial services holding company headquartered in New York City. It was formed on July 1, 2007, as a result of the merger of The Bank of New York and Mellon Financial Corporation. CEO: Charles W. Scharf (17 Jul 2017–) Headquarters: New York City, New York, United States Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
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The Bank of New York Mellon Employees
Employee
Years
Job
Industry
Elizabeth Morse Elizabeth Morse's The Bank of New York Mellon Experience June 2009 - Present
Job Process Quality Assurance Analyst
Industry Financial Services
Experience
The Bank of New York Mellon June 2009 - Present
Freelance writer, theatre critic, poet May 1976 - Present
Skills
User Acceptance Testing, SDLC, Banking, Business Analysis, Fixed Income, Process Improvement, Test Planning, Quality Assurance, Waterfall, System Testing, Requirements Analysis, Editing, Management, Creative Writing, Research, Poetry, Writing, Fiction, Literature, Software Project..., Public Speaking, Agile Methodologies, Analysis, Business Requirements, Integration, Magazines, Quality Center, Requirements Gathering, SharePoint, Resource Management, JIRA, Software Documentation, Test Cases, Visio
Education
Brooklyn College
Master of Fine Arts (MFA), Creative Writing
Vassar College
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Bank of New York Mellon June 2009 - Present
Freelance writer, theatre critic, poet May 1976 - Present
Skills
User Acceptance Testing, SDLC, Banking, Business Analysis, Fixed Income, Process Improvement, Test Planning, Quality Assurance, Waterfall, System Testing, Requirements Analysis, Editing, Management, Creative Writing, Research, Poetry, Writing, Fiction, Literature, Software Project..., Public Speaking, Agile Methodologies, Analysis, Business Requirements, Integration, Magazines, Quality Center, Requirements Gathering, SharePoint, Resource Management, JIRA, Software Documentation, Test Cases, Visio
Education
Brooklyn College
Master of Fine Arts (MFA), Creative Writing
Vassar College
Bachelor of Arts (B.A.), English Language and Literature/Letters
Barbara Mitchell Barbara Mitchell's The Bank of New York Mellon Experience 2001 - 2009
Job VP at US Bank Institutional Trust & Custody
Industry Financial Services
Experience
US Bank Institutional Trust & Custody September 2012 - Present
JP Morgan Chase March 2010 - September 2012
The Bank of New York Mellon 2001 - 2009
Bank of America 1992 - 1999
Security Pacific Bank 1988 - 1992
Skills
Relationship Management, Institutional Trust..., Global Custody &..., Employee Benefits &..., Contract & Service..., Project Management, Treasury Solutions, Securities, Mutual Funds, Business & System..., Process Analysis/Change..., Client Training &..., Global Custody, Equities, Treasury Services, Banking, CRM, Financial Services, Negotiation, Leadership, Investment Management, Analysis, Management, Mergers & Acquisitions
Education
California State Polytechnic University-Pomona
MBA, Business Management
University of San Diego
BBA, Business Administration
US Bank Institutional Trust & Custody September 2012 - Present
JP Morgan Chase March 2010 - September 2012
The Bank of New York Mellon 2001 - 2009
Bank of America 1992 - 1999
Security Pacific Bank 1988 - 1992
Skills
Relationship Management, Institutional Trust..., Global Custody &..., Employee Benefits &..., Contract & Service..., Project Management, Treasury Solutions, Securities, Mutual Funds, Business & System..., Process Analysis/Change..., Client Training &..., Global Custody, Equities, Treasury Services, Banking, CRM, Financial Services, Negotiation, Leadership, Investment Management, Analysis, Management, Mergers & Acquisitions
Education
California State Polytechnic University-Pomona
MBA, Business Management
University of San Diego
BBA, Business Administration
William Stein's The Bank of New York Mellon Experience September 2011 - August 2013
Job Bond Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2014 - Present
BNY Mellon August 2013 - November 2014
The Bank of New York Mellon September 2011 - August 2013
John Wiley and Sons December 2010 - September 2011
John Wiley and Sons June 2010 - December 2010
Michigan State University August 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, Finance, Outlook, Sales, Customer Service, Sales Presentations, Bloomberg Terminal, Accounting, Analysis, Leadership, Risk Management, Financial Modeling, Financial Risk, Portfolio Management, Investments, Securities
Education
Central Michigan University 2009 — 2010
MBA, Finance
Michigan State University 2004 — 2008
B.A., Communications; Business Studies
Archbishop Moeller High School 2000 — 2004
Diploma
BNY Mellon December 2014 - Present
BNY Mellon August 2013 - November 2014
The Bank of New York Mellon September 2011 - August 2013
John Wiley and Sons December 2010 - September 2011
John Wiley and Sons June 2010 - December 2010
Michigan State University August 2006 - May 2008
Skills
Microsoft Excel, Financial Analysis, Finance, Outlook, Sales, Customer Service, Sales Presentations, Bloomberg Terminal, Accounting, Analysis, Leadership, Risk Management, Financial Modeling, Financial Risk, Portfolio Management, Investments, Securities
Education
Central Michigan University 2009 — 2010
MBA, Finance
Michigan State University 2004 — 2008
B.A., Communications; Business Studies
Archbishop Moeller High School 2000 — 2004
Diploma
Brad Heagy, CFP® Brad Heagy, CFP®'s The Bank of New York Mellon Experience January 2007 - August 2009
Job Wealth Manager at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2011 - Present
PNC August 2009 - January 2011
The Bank of New York Mellon January 2007 - August 2009
Driscoll Financial January 2006 - January 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Insurance, Income Tax, College Education..., College Savings Plans, Trusts, Budgets, Portfolio Management, Social Security, 401k, 403b, 529 Plans, Microsoft Excel, Wealth Management..., Asset Allocation
Education
College for Financial Planning 2011 — 2012
CFP®, CERTIFIED FINANCIAL PLANNER PROFESSIONAL
College for Financial Planning 2011 — 2011
RP®, REGISTERED PARAPLANNER, Financial Planning
California University of Pennsylvania
B.S., Business Finance
BNY Mellon Wealth Management January 2011 - Present
PNC August 2009 - January 2011
The Bank of New York Mellon January 2007 - August 2009
Driscoll Financial January 2006 - January 2007
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments, Insurance, Income Tax, College Education..., College Savings Plans, Trusts, Budgets, Portfolio Management, Social Security, 401k, 403b, 529 Plans, Microsoft Excel, Wealth Management..., Asset Allocation
Education
College for Financial Planning 2011 — 2012
CFP®, CERTIFIED FINANCIAL PLANNER PROFESSIONAL
College for Financial Planning 2011 — 2011
RP®, REGISTERED PARAPLANNER, Financial Planning
California University of Pennsylvania
B.S., Business Finance
ShelliAnn Seymour ShelliAnn Seymour's The Bank of New York Mellon Experience November 2010 - January 2011
Job Senior Client Service Representative at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 1998 - Present
The Bank of New York Mellon November 2010 - January 2011
BNY Mellon February 2007 - January 2011
The Bank of New York Mellon February 2007 - November 2010
JPMorgan Chase July 2005 - February 2007
Skills
Specific expertise in..., MS Outlook, MS OFFICE,...
Education
Brooklyn College
Brooklyn College
Business
The University of Tampa
JPMorgan Chase November 1998 - Present
The Bank of New York Mellon November 2010 - January 2011
BNY Mellon February 2007 - January 2011
The Bank of New York Mellon February 2007 - November 2010
JPMorgan Chase July 2005 - February 2007
Skills
Specific expertise in..., MS Outlook, MS OFFICE,...
Education
Brooklyn College
Brooklyn College
Business
The University of Tampa
Leo Giammalva Leo Giammalva's The Bank of New York Mellon Experience August 2011 - November 2012
Job Director of Human Resources at Atherton Baptist Homes
Industry Hospital & Health Care
Experience
Atherton Baptist Homes January 2013 - Present
LeisureLink, Inc. November 2012 - January 2013
The Bank of New York Mellon August 2011 - November 2012
Mellon Financial Services July 2009 - September 2011
The Home Depot January 2006 - July 2009
The Home Depot January 2006 - June 2009
Mellon Financial Services February 1996 - January 2006
WesCorp February 2000 - July 2000
First Interstate Bank December 1994 - March 1996
Fiserv March 1994 - December 1994
Skills
Onboarding, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, Succession Planning, Performance Management, Personnel Management, Talent Management, Employee Engagement, Deferred Compensation, HR Policies, HRIS, New Hire Orientations, Recruiting, Workforce Planning, College Recruiting, Employee Training, Applicant Tracking..., FMLA, Labor Relations, Talent Acquisition, PeopleSoft, Hiring, Organizational..., Workers Compensation, Progressive Discipline, Interviews, Terminations, Payroll, HRIS Database Management, Unemployment Claims, Performance Appraisal, Employment Law, Organizational..., Temporary Placement, Career Development, Leadership Development, HR Consulting, Team Leadership, Legal Compliance, Employer Branding, Organizational Design, Training, Job Analysis, Sourcing, Leadership, Union Avoidance
Education
California State University-Long Beach 1984 — 1986
BS, Human Resources
University of Southern California 1983 — 1984
N/A, Business
Pasadena City College 1982 — 1983
N/A, Business Administration
Arcadia High School
Business Administration and Management, General
Atherton Baptist Homes January 2013 - Present
LeisureLink, Inc. November 2012 - January 2013
The Bank of New York Mellon August 2011 - November 2012
Mellon Financial Services July 2009 - September 2011
The Home Depot January 2006 - July 2009
The Home Depot January 2006 - June 2009
Mellon Financial Services February 1996 - January 2006
WesCorp February 2000 - July 2000
First Interstate Bank December 1994 - March 1996
Fiserv March 1994 - December 1994
Skills
Onboarding, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, Succession Planning, Performance Management, Personnel Management, Talent Management, Employee Engagement, Deferred Compensation, HR Policies, HRIS, New Hire Orientations, Recruiting, Workforce Planning, College Recruiting, Employee Training, Applicant Tracking..., FMLA, Labor Relations, Talent Acquisition, PeopleSoft, Hiring, Organizational..., Workers Compensation, Progressive Discipline, Interviews, Terminations, Payroll, HRIS Database Management, Unemployment Claims, Performance Appraisal, Employment Law, Organizational..., Temporary Placement, Career Development, Leadership Development, HR Consulting, Team Leadership, Legal Compliance, Employer Branding, Organizational Design, Training, Job Analysis, Sourcing, Leadership, Union Avoidance
Education
California State University-Long Beach 1984 — 1986
BS, Human Resources
University of Southern California 1983 — 1984
N/A, Business
Pasadena City College 1982 — 1983
N/A, Business Administration
Arcadia High School
Business Administration and Management, General
Anagha Gulwady Anagha Gulwady's The Bank of New York Mellon Experience June 2015 - August 2015
Job Carnegie Mellon University Master of Information Systems Management 2015
Industry Information Technology and Services
Experience
The Bank of New York Mellon June 2015 - August 2015
Accenture March 2014 - July 2014
Accenture January 2013 - February 2014
Skills
SQL, Java, R, Minitab, Microsoft Excel, Software Documentation, Team Leadership, MIS, Project Delivery, Data Modeling, Relational Databases, Relational Data Modeling, UML, Microsoft SQL Server, Business Intelligence, Oracle Forms, Oracle Reports, iStore, Oracle E-Business Suite, Project Management, PL/SQL, C++, SDLC, Oracle Applications, C, JavaScript, HTML, XML, CSS, JSP, Python, SSIS, SSAS 2008, Oracle Configurator, Tableau, Weka, Microsoft Office, Data Analysis, Databases, Data Warehousing, Data Mining, Management, CRM, Testing, Requirements Gathering, Business Process..., Information Risk
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2015
Master of Information Systems Management, Management Information Systems, General
University of Mumbai 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering
The Bank of New York Mellon June 2015 - August 2015
Accenture March 2014 - July 2014
Accenture January 2013 - February 2014
Skills
SQL, Java, R, Minitab, Microsoft Excel, Software Documentation, Team Leadership, MIS, Project Delivery, Data Modeling, Relational Databases, Relational Data Modeling, UML, Microsoft SQL Server, Business Intelligence, Oracle Forms, Oracle Reports, iStore, Oracle E-Business Suite, Project Management, PL/SQL, C++, SDLC, Oracle Applications, C, JavaScript, HTML, XML, CSS, JSP, Python, SSIS, SSAS 2008, Oracle Configurator, Tableau, Weka, Microsoft Office, Data Analysis, Databases, Data Warehousing, Data Mining, Management, CRM, Testing, Requirements Gathering, Business Process..., Information Risk
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2015
Master of Information Systems Management, Management Information Systems, General
University of Mumbai 2008 — 2012
Bachelor of Engineering (B.E.), Computer Engineering
Richard Thornburgh's The Bank of New York Mellon Experience May 2009 - August 2009
Job Economics Teacher, History Teacher at Hopkins School
Industry Fine Art
Experience
Hopkins School July 2014 - Present
Fox Chapel Area High School August 2013 - June 2014
Sewickley Academy October 2012 - June 2013
The Neighborhood Academy August 2012 - May 2013
The Neighborhood Academy August 2012 - May 2013
The Neighborhood Academy February 2012 - June 2012
Accuracy in Media January 2011 - May 2011
The Daily Caller, Inc. October 2010 - January 2011
The Bank of New York Mellon May 2009 - August 2009
Victoria Court Reporting Service June 2008 - August 2008
Skills
Journalism, Marketing, Research, Editing, Storytelling, Politics, Nonprofits, Press Releases, Publications
Education
The University of Pittsburgh School of Education 2013 — 2014
Master of Arts in Teaching (MAT), Secondary Social Studies Education and Teaching
Bucknell University 2006 — 2010
Bachelor of Arts, History and Philosophy
Hopkins School July 2014 - Present
Fox Chapel Area High School August 2013 - June 2014
Sewickley Academy October 2012 - June 2013
The Neighborhood Academy August 2012 - May 2013
The Neighborhood Academy August 2012 - May 2013
The Neighborhood Academy February 2012 - June 2012
Accuracy in Media January 2011 - May 2011
The Daily Caller, Inc. October 2010 - January 2011
The Bank of New York Mellon May 2009 - August 2009
Victoria Court Reporting Service June 2008 - August 2008
Skills
Journalism, Marketing, Research, Editing, Storytelling, Politics, Nonprofits, Press Releases, Publications
Education
The University of Pittsburgh School of Education 2013 — 2014
Master of Arts in Teaching (MAT), Secondary Social Studies Education and Teaching
Bucknell University 2006 — 2010
Bachelor of Arts, History and Philosophy
Ed Yost Ed Yost's The Bank of New York Mellon Experience March 2011 - November 2011
Job Manager, Pharmacy Sales Support
Industry Hospital & Health Care
Experience
Highmark Inc. May 2015 - Present
UPMC January 2014 - May 2015
UPMC July 2013 - January 2014
UPMC November 2011 - June 2013
The Bank of New York Mellon March 2011 - November 2011
Conemaugh Health System August 2007 - March 2011
Skills
Analysis, Auditing, Finance, Financial Reporting, Microsoft Office, Financial Analysis
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2014
Business Intelligence & Data Analytics (BIDA) Certificate
Clarion University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Highmark Inc. May 2015 - Present
UPMC January 2014 - May 2015
UPMC July 2013 - January 2014
UPMC November 2011 - June 2013
The Bank of New York Mellon March 2011 - November 2011
Conemaugh Health System August 2007 - March 2011
Skills
Analysis, Auditing, Finance, Financial Reporting, Microsoft Office, Financial Analysis
Education
Carnegie Mellon University - H. John Heinz III College 2014 — 2014
Business Intelligence & Data Analytics (BIDA) Certificate
Clarion University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Carl E. Davenport II, CTFL Carl E. Davenport II, CTFL's The Bank of New York Mellon Experience October 2012 - October 2014
Job VP Business Development at Decix Group
Industry Management Consulting
Experience
Decix Group October 2014 - Present
The Bank of New York Mellon October 2012 - October 2014
Booz Allen Hamilton November 2011 - September 2012
Booz Allen Hamilton April 2009 - November 2011
Booz Allen Hamilton November 2009 - February 2010
PNC July 2007 - April 2009
Skills
Proposal Writing, Technical Writing, Research, Customer Relations, Editing, Public Speaking, Leadership, Nonprofits, Strategic Planning, Training, Customer Service, Software Documentation, Analysis, Testing, Budgets, Government, Finance, Business Process, Quality Assurance, Data Analysis, Program Management, Forecasting, Time Management, Process Improvement, Project Management, Management Consulting
Education
Carnegie Mellon University 2006 — 2007
Masters of Arts
Morehouse College 2001 — 2006
Bachelors of Arts
Decix Group October 2014 - Present
The Bank of New York Mellon October 2012 - October 2014
Booz Allen Hamilton November 2011 - September 2012
Booz Allen Hamilton April 2009 - November 2011
Booz Allen Hamilton November 2009 - February 2010
PNC July 2007 - April 2009
Skills
Proposal Writing, Technical Writing, Research, Customer Relations, Editing, Public Speaking, Leadership, Nonprofits, Strategic Planning, Training, Customer Service, Software Documentation, Analysis, Testing, Budgets, Government, Finance, Business Process, Quality Assurance, Data Analysis, Program Management, Forecasting, Time Management, Process Improvement, Project Management, Management Consulting
Education
Carnegie Mellon University 2006 — 2007
Masters of Arts
Morehouse College 2001 — 2006
Bachelors of Arts
James Painter James Painter's The Bank of New York Mellon Experience 1997 - Present
Job Managing Director/Senior Managing Counsel at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon 1997 - Present
Cohen & Grigsby, P.C. 1991 - 1997
Rose Schmidt Hasley & DiSalle 1989 - 1991
Skills
AML, Fraud, FCPA, Risk Management, KYC, Financial Risk, Banking, Securities
Education
The George Washington University Law School 1986 — 1989
JD, Law
Bucknell University 1982 — 1986
BA, Political Science
The Bank of New York Mellon 1997 - Present
Cohen & Grigsby, P.C. 1991 - 1997
Rose Schmidt Hasley & DiSalle 1989 - 1991
Skills
AML, Fraud, FCPA, Risk Management, KYC, Financial Risk, Banking, Securities
Education
The George Washington University Law School 1986 — 1989
JD, Law
Bucknell University 1982 — 1986
BA, Political Science
Craig Bilsky Craig Bilsky's The Bank of New York Mellon Experience August 2011 - Present
Job Business Management Executive
Industry Banking
Experience
The Bank of New York Mellon August 2011 - Present
The Bank of New York Mellon April 2008 - August 2011
Home Loan Services August 2001 - June 2007
CIGNA Group Insurance July 2000 - August 2001
National City Bank September 1996 - July 2000
Kaufmann's Department Store January 1993 - September 1996
Skills
Banking, Portfolio Management, Credit, Mortgage Lending, Loans, Credit Analysis, Analysis, Commercial Lending, Leadership, Process Improvement, Underwriting, Insurance, Team Building, Financial Risk, Private Banking, Claims Auditing /..., Internal & External..., Compliance, Policy & Procedures, Quality Assurance, Credit Risk Management..., Operations Management
Education
California University of Pennsylvania 1988 — 1992
The Bank of New York Mellon August 2011 - Present
The Bank of New York Mellon April 2008 - August 2011
Home Loan Services August 2001 - June 2007
CIGNA Group Insurance July 2000 - August 2001
National City Bank September 1996 - July 2000
Kaufmann's Department Store January 1993 - September 1996
Skills
Banking, Portfolio Management, Credit, Mortgage Lending, Loans, Credit Analysis, Analysis, Commercial Lending, Leadership, Process Improvement, Underwriting, Insurance, Team Building, Financial Risk, Private Banking, Claims Auditing /..., Internal & External..., Compliance, Policy & Procedures, Quality Assurance, Credit Risk Management..., Operations Management
Education
California University of Pennsylvania 1988 — 1992
Michael Povman's The Bank of New York Mellon Experience August 1991 - Present
Job Intellectual Property, Technology and Privacy Attorney
Industry Legal Services
Experience
The Bank of New York Mellon August 1991 - Present
Proskauer Rose LLP September 1988 - August 1991
Skills
Technology Law, Intellectual Property, Personal Data Protection, Privacy Law, Mergers, Financial Services, Corporate Governance, Data Privacy, Mergers & Acquisitions, IT law, Joint Ventures, Risk Management, Contract Negotiation, Licensing, Corporate Law, Outsourcing, Legal Writing, Software Licensing
Education
Boston University School of Law 1985 — 1988
JD, Law
Brandeis University 1981 — 1985
BA, Sociology
The Bank of New York Mellon August 1991 - Present
Proskauer Rose LLP September 1988 - August 1991
Skills
Technology Law, Intellectual Property, Personal Data Protection, Privacy Law, Mergers, Financial Services, Corporate Governance, Data Privacy, Mergers & Acquisitions, IT law, Joint Ventures, Risk Management, Contract Negotiation, Licensing, Corporate Law, Outsourcing, Legal Writing, Software Licensing
Education
Boston University School of Law 1985 — 1988
JD, Law
Brandeis University 1981 — 1985
BA, Sociology
Michael Kalavritinos's The Bank of New York Mellon Experience May 2007 - December 2012
Job Deputy Head, Global Client Management Latin America at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
Kwame Gordon-Martin Kwame Gordon-Martin's The Bank of New York Mellon Experience October 2005 - July 2008
Job Tax Analyst Global Client Support Services at Citi Private Bank
Industry Banking
Experience
Citi Private Bank August 2013 - Present
Citigroup Global Markets January 2011 - August 2013
Law Debenture Trust July 2008 - September 2010
The Bank of New York Mellon October 2005 - July 2008
Citigroup June 2000 - October 2005
Skills
Excel-Vlookups, IF statements, Pivot Tables, Essbase, Data Sort, Derivatives, Client Service, Customer Relations, Statements, Swaps, Bonds, MS Project, Microsoft Office, Visio, Fixed Income, Excel, Equities, Word, FX, PowerPoint, Customer Service, Structured Products, Negotiation, Outlook, Project Planning, FX Options, Financial Services, Banking, Microsoft Excel, Financial Statements, Financial Reporting
Education
University of Maryland 2010 — 2012
M.B.A, Finance
City University of New York City College 2000 — 2006
Bachelor of Arts (B.A.), Economics
Wolmer's Schools
Citi Private Bank August 2013 - Present
Citigroup Global Markets January 2011 - August 2013
Law Debenture Trust July 2008 - September 2010
The Bank of New York Mellon October 2005 - July 2008
Citigroup June 2000 - October 2005
Skills
Excel-Vlookups, IF statements, Pivot Tables, Essbase, Data Sort, Derivatives, Client Service, Customer Relations, Statements, Swaps, Bonds, MS Project, Microsoft Office, Visio, Fixed Income, Excel, Equities, Word, FX, PowerPoint, Customer Service, Structured Products, Negotiation, Outlook, Project Planning, FX Options, Financial Services, Banking, Microsoft Excel, Financial Statements, Financial Reporting
Education
University of Maryland 2010 — 2012
M.B.A, Finance
City University of New York City College 2000 — 2006
Bachelor of Arts (B.A.), Economics
Wolmer's Schools
Kimberlee Wilson Kimberlee Wilson's The Bank of New York Mellon Experience March 2004 - July 2008
Job Senior Vice President, Director of Corporate Trust at Huntington National Bank
Industry Banking
Experience
Huntington National Bank January 2014 - Present
Huntington National Bank January 2012 - January 2014
UMB Bank, n.a. July 2008 - January 2012
The Bank of New York Mellon March 2004 - July 2008
Fifth Third Bank November 1992 - March 2004
Unified Management Corporation May 1985 - November 1992
Skills
Corporate Trust, Securities, Mutual Funds, Escrow, Bonds
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
Bachelors of Science, Biochemistry
Huntington National Bank January 2014 - Present
Huntington National Bank January 2012 - January 2014
UMB Bank, n.a. July 2008 - January 2012
The Bank of New York Mellon March 2004 - July 2008
Fifth Third Bank November 1992 - March 2004
Unified Management Corporation May 1985 - November 1992
Skills
Corporate Trust, Securities, Mutual Funds, Escrow, Bonds
Education
California Polytechnic State University-San Luis Obispo 1976 — 1980
Bachelors of Science, Biochemistry
Anthony Moro Anthony Moro's The Bank of New York Mellon Experience June 1997 - Present
Job Managing Director, Head of EMEA DRs, BNY Mellon
Industry Financial Services
Experience
The Bank of New York Mellon June 1997 - Present
Skills
Capital Markets, Alternative Investments, Securities, Hedge Funds, Equities, Valuation, Investments, Fixed Income, Investment Banking, Private Equity
Education
Brown University 1988 — 1993
BA, Political Science, Org. Behavior & Mgmt.
The Bank of New York Mellon June 1997 - Present
Skills
Capital Markets, Alternative Investments, Securities, Hedge Funds, Equities, Valuation, Investments, Fixed Income, Investment Banking, Private Equity
Education
Brown University 1988 — 1993
BA, Political Science, Org. Behavior & Mgmt.
HARVEY COHEN HARVEY COHEN's The Bank of New York Mellon Experience 2008 - 2010
Job Senior QA Analyst at BNY Mellon
Industry Computer Software
Experience
BNY Mellon February 2014 - Present
Educational Testing Service (ETS) November 2013 - February 2014
UnitedHealth Group August 2012 - May 2013
Financial Industry Regulatory Authority March 2012 - July 2012
Bank of America/Merrill Lynch August 2011 - February 2012
CSI Consulting September 2010 - December 2010
Bank of New York Mellon March 2010 - August 2010
The Bank of New York Mellon 2008 - 2010
The Bank of New York 2006 - 2008
The Bank of New York 2005 - 2006
Skills
Mainframe, SPUFI, IBM Utilities, DFSORT, SDSF, VSAM, Endevor, Fileaid, IMS DB/DC, Syncsort, DB2, JCL, TSO, SDLC, Test Cases, Bug Tracking, End-to-end Testing, White Box Testing, Integration Testing, Defect Tracking, Batch Processing, CICS, ClearQuest, Quality Center, Software Quality..., Quality Assurance, COBOL, Testing, Embedded SQL, Regression Testing, User Acceptance Testing, System Integration..., Unit Testing, Oracle SQL, Toad, Endeavor, Business Requirements, Integration, Manual Testing, SQL, Databases, Oracle, XML, Access, QTP, System Testing, Waterfall, Requirements Gathering, Test Management, Test Strategy
Education
City University of New York-Brooklyn College 1974 — 1979
B.S, Computer and Information Science
BNY Mellon February 2014 - Present
Educational Testing Service (ETS) November 2013 - February 2014
UnitedHealth Group August 2012 - May 2013
Financial Industry Regulatory Authority March 2012 - July 2012
Bank of America/Merrill Lynch August 2011 - February 2012
CSI Consulting September 2010 - December 2010
Bank of New York Mellon March 2010 - August 2010
The Bank of New York Mellon 2008 - 2010
The Bank of New York 2006 - 2008
The Bank of New York 2005 - 2006
Skills
Mainframe, SPUFI, IBM Utilities, DFSORT, SDSF, VSAM, Endevor, Fileaid, IMS DB/DC, Syncsort, DB2, JCL, TSO, SDLC, Test Cases, Bug Tracking, End-to-end Testing, White Box Testing, Integration Testing, Defect Tracking, Batch Processing, CICS, ClearQuest, Quality Center, Software Quality..., Quality Assurance, COBOL, Testing, Embedded SQL, Regression Testing, User Acceptance Testing, System Integration..., Unit Testing, Oracle SQL, Toad, Endeavor, Business Requirements, Integration, Manual Testing, SQL, Databases, Oracle, XML, Access, QTP, System Testing, Waterfall, Requirements Gathering, Test Management, Test Strategy
Education
City University of New York-Brooklyn College 1974 — 1979
B.S, Computer and Information Science
Kamaria Amberslie Kamaria Amberslie's The Bank of New York Mellon Experience March 2006 - August 2011
Job Accountant at North ShoreLIJ Health System
Industry Accounting
Experience
North Shore-LIJ Health System July 2013 - Present
Kaplan University November 2011 - Present
The Bank of New York Mellon March 2006 - August 2011
Columbia University October 2006 - March 2007
National Medical Health Card Systems, Inc January 2006 - October 2006
Hamilton Technology February 2001 - December 2005
Skills
Bookkeeping, Reconciliations, PowerPoint, Fund Accounting, Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Auditing, Finance, Journal Entries, Payroll, Cash Flow, Internal Audit
Education
City University of New York-Hunter College 2007 — 2008
Queens College 2000 — 2006
Bachelor of Arts in Accounting & Information Systems, Accounting
North Shore-LIJ Health System July 2013 - Present
Kaplan University November 2011 - Present
The Bank of New York Mellon March 2006 - August 2011
Columbia University October 2006 - March 2007
National Medical Health Card Systems, Inc January 2006 - October 2006
Hamilton Technology February 2001 - December 2005
Skills
Bookkeeping, Reconciliations, PowerPoint, Fund Accounting, Accounting, Accounts Payable, Accounts Receivable, Financial Statements, Auditing, Finance, Journal Entries, Payroll, Cash Flow, Internal Audit
Education
City University of New York-Hunter College 2007 — 2008
Queens College 2000 — 2006
Bachelor of Arts in Accounting & Information Systems, Accounting
Chris Takasaki, CPA Chris Takasaki, CPA's The Bank of New York Mellon Experience October 2005 - June 2006
Job Accounting Manager at Itochu Aviation
Industry Aviation & Aerospace
Experience
ITOCHU Aviation, Inc. June 2009 - Present
Kruse Mennillo LLP June 2006 - June 2009
The Bank of New York Mellon October 2005 - June 2006
Kruse Mennillo LLP July 2001 - October 2005
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, GAAP, Accounting, Financial Reporting, SEC filings, Income Tax, Consolidation, Financial Accounting, US GAAP, Auditing, Hyperion Enterprise, External Audit, Great Plains Software, IFRS, Cash Flow, Cost Accounting, Tax, Cash Management, Revenue Recognition, Managerial Finance, Financial Analysis, Finance, Essbase, Strategic Financial..., Corporate Finance, Financial Modeling, General Ledger, Forecasting, Due Diligence, SAP, Variance Analysis, HFM, Corporate Tax, Accounts Receivable, Internal Audit, Accounts Payable, Big 4
Education
California State University-Fullerton 1997 — 2001
Bachelor of Arts, Business Administration
ITOCHU Aviation, Inc. June 2009 - Present
Kruse Mennillo LLP June 2006 - June 2009
The Bank of New York Mellon October 2005 - June 2006
Kruse Mennillo LLP July 2001 - October 2005
Skills
CPA, Internal Controls, Sarbanes-Oxley Act, GAAP, Accounting, Financial Reporting, SEC filings, Income Tax, Consolidation, Financial Accounting, US GAAP, Auditing, Hyperion Enterprise, External Audit, Great Plains Software, IFRS, Cash Flow, Cost Accounting, Tax, Cash Management, Revenue Recognition, Managerial Finance, Financial Analysis, Finance, Essbase, Strategic Financial..., Corporate Finance, Financial Modeling, General Ledger, Forecasting, Due Diligence, SAP, Variance Analysis, HFM, Corporate Tax, Accounts Receivable, Internal Audit, Accounts Payable, Big 4
Education
California State University-Fullerton 1997 — 2001
Bachelor of Arts, Business Administration
Sameer Vagal Sameer Vagal's The Bank of New York Mellon Experience May 2007 - February 2008
Job
Industry Marketing and Advertising
Experience
MarketStar June 2010 - April 2013
Linden Ponds July 2008 - January 2010
Allied Integrated Marketing May 2008 - August 2008
The Bank of New York Mellon May 2007 - February 2008
The Bank of New York Mellon February 2006 - May 2007
Verizon Wireless August 2004 - October 2005
Rhode Island International Film Festival October 2003 - April 2004
Skills
Marketing, Microsoft Office, Sales, Marketing Strategy, Event Planning, Customer Service, Microsoft Word, PowerPoint, Analysis, Research, Accounting
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Marketing
Bryant University 2002 — 2004
Bachelors of Science in Business Administration, Management, Communication
Curry College 2000 — 2002
Management
MarketStar June 2010 - April 2013
Linden Ponds July 2008 - January 2010
Allied Integrated Marketing May 2008 - August 2008
The Bank of New York Mellon May 2007 - February 2008
The Bank of New York Mellon February 2006 - May 2007
Verizon Wireless August 2004 - October 2005
Rhode Island International Film Festival October 2003 - April 2004
Skills
Marketing, Microsoft Office, Sales, Marketing Strategy, Event Planning, Customer Service, Microsoft Word, PowerPoint, Analysis, Research, Accounting
Education
Suffolk University - Sawyer Business School 2007 — 2009
MBA, Marketing
Bryant University 2002 — 2004
Bachelors of Science in Business Administration, Management, Communication
Curry College 2000 — 2002
Management
Jenny Danilova Jenny Danilova's The Bank of New York Mellon Experience September 2007 - January 2008
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank September 2010 - Present
Goldman Sachs & Co. February 2008 - February 2010
The Bank of New York Mellon September 2007 - January 2008
Education
City University of New York-Brooklyn College 2005 — 2007
Barclays Investment Bank September 2010 - Present
Goldman Sachs & Co. February 2008 - February 2010
The Bank of New York Mellon September 2007 - January 2008
Education
City University of New York-Brooklyn College 2005 — 2007
Bob Hickman Bob Hickman's The Bank of New York Mellon Experience October 2005 - January 2009
Job Senior Enterprise Architect at Russell Investments
Industry Computer Software
Experience
Russell Investments February 2014 - Present
JPMorgan Chase March 2012 - February 2014
MetaJure, Inc. June 2010 - March 2012
Russell Investments July 2009 - June 2010
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company April 1988 - December 1998
Skills
Software Development, .NET, SQL, Business Intelligence, Agile Methodologies, Web Technologies, Strategy, Application Architecture, Microsoft SQL Server, C#
Education
Brigham Young University 1980 — 1984
BS, Electrical Engineering
Russell Investments February 2014 - Present
JPMorgan Chase March 2012 - February 2014
MetaJure, Inc. June 2010 - March 2012
Russell Investments July 2009 - June 2010
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company April 1988 - December 1998
Skills
Software Development, .NET, SQL, Business Intelligence, Agile Methodologies, Web Technologies, Strategy, Application Architecture, Microsoft SQL Server, C#
Education
Brigham Young University 1980 — 1984
BS, Electrical Engineering
Jeremy L. Collinsworth's The Bank of New York Mellon Experience August 2009 - October 2010
Job Account Manager at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation November 2012 - Present
Fannie Mae October 2010 - December 2012
The Bank of New York Mellon August 2009 - October 2010
Hearing Haven, LLC January 2007 - June 2009
JPMorgan Chase Trust Company 2005 - 2007
Barrett Burke Wilson 2004 - 2005
Pierson & Patterson, LLP 2004 - 2005
Skills
American Sign Language, Corporate Communications, Team Leadership, Management, Quality Assurance, Dashboard, Microsoft Office, Macro, Client Liaison, Client Service Oriented, Data Reconciliation, Process Consulting, Risk Management, Customer Service..., Analytic Thinking, SharePoint, Complex Reporting, Account Management, Employee Benefits, Employee Relations, Leadership, Training, Recruiting, Employee Training, Coaching, CRM, Call Centers, Human Resources, Customer Satisfaction, Customer Service, Consulting, Teamwork, Cold Calling, Relationship Management, Interviews, Healthcare, Talent Acquisition, Sales, Onboarding, Operations Management, Leadership Development, Outlook, Social Networking, Team Building, Process Improvement, Marketing, Strategic Planning, Business Process..., Mortgage Banking, Benefits Administration
Education
Brookhaven Community College 2011 — 2015
B.S.A.S., Business Management, Law, Administration, Human Resources, and Economics
Jacksonville College 2000 — 2001
General Studies
Blinn College 1999 — 2000
General Studies
CVS Caremark Corporation November 2012 - Present
Fannie Mae October 2010 - December 2012
The Bank of New York Mellon August 2009 - October 2010
Hearing Haven, LLC January 2007 - June 2009
JPMorgan Chase Trust Company 2005 - 2007
Barrett Burke Wilson 2004 - 2005
Pierson & Patterson, LLP 2004 - 2005
Skills
American Sign Language, Corporate Communications, Team Leadership, Management, Quality Assurance, Dashboard, Microsoft Office, Macro, Client Liaison, Client Service Oriented, Data Reconciliation, Process Consulting, Risk Management, Customer Service..., Analytic Thinking, SharePoint, Complex Reporting, Account Management, Employee Benefits, Employee Relations, Leadership, Training, Recruiting, Employee Training, Coaching, CRM, Call Centers, Human Resources, Customer Satisfaction, Customer Service, Consulting, Teamwork, Cold Calling, Relationship Management, Interviews, Healthcare, Talent Acquisition, Sales, Onboarding, Operations Management, Leadership Development, Outlook, Social Networking, Team Building, Process Improvement, Marketing, Strategic Planning, Business Process..., Mortgage Banking, Benefits Administration
Education
Brookhaven Community College 2011 — 2015
B.S.A.S., Business Management, Law, Administration, Human Resources, and Economics
Jacksonville College 2000 — 2001
General Studies
Blinn College 1999 — 2000
General Studies
Mitch Marburg, PMP, MA Mitch Marburg, PMP, MA's The Bank of New York Mellon Experience July 1997 - Present
Job
Industry Information Technology and Services
Experience
The Bank of New York Mellon July 1997 - Present
Brown Brothers Harriman & Co October 1991 - July 1997
Mutual of America January 1988 - January 1990
E.F. Hutton & Company, Inc April 1987 - January 1988
Skills
TSO, Requirements Analysis, Process Improvement, CICS, Project Portfolio..., IBM Mainframe, Project Management, MS Project, COBOL, SDLC, Management, Microsoft SQL Server, DB2, Performance Tuning, SQL, Software Project...
Education
City University of New York-Brooklyn College 1989 — 1991
Masters, Computer Science
State University of New York at Stony Brook 1983 — 1987
BA, Information Technology
The Bank of New York Mellon July 1997 - Present
Brown Brothers Harriman & Co October 1991 - July 1997
Mutual of America January 1988 - January 1990
E.F. Hutton & Company, Inc April 1987 - January 1988
Skills
TSO, Requirements Analysis, Process Improvement, CICS, Project Portfolio..., IBM Mainframe, Project Management, MS Project, COBOL, SDLC, Management, Microsoft SQL Server, DB2, Performance Tuning, SQL, Software Project...
Education
City University of New York-Brooklyn College 1989 — 1991
Masters, Computer Science
State University of New York at Stony Brook 1983 — 1987
BA, Information Technology
Kyle Smetanka Kyle Smetanka's The Bank of New York Mellon Experience January 2011 - July 2012
Job Product Manager at Rovi Corporation
Industry Consumer Electronics
Experience
Rovi Corporation June 2015 - Present
MarketShare August 2014 - May 2015
Kyle Smetanka October 2012 - May 2014
Sony/ATV May 2013 - August 2013
The Bank of New York Mellon January 2011 - July 2012
The Bank of New York Mellon January 2010 - December 2010
Sony Music Entertainment May 2009 - August 2009
AIR MTM May 2008 - August 2008
Skills
Finance, Financial Analysis, Strategy, Management, Corporate Finance, Analysis, Financial Modeling, Valuation, Strategic Planning, Investments, Data Analysis, Business Development, Financial Reporting, Microsoft Excel, Financial Services, Economics, Competitive Analysis, Business Analysis, Analytics, Marketing Strategy, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
MBA
Rotterdam School of Management, Erasmus University
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2009
BS, Accounting
Capital University 2005 — 2006
Music Technology
Rovi Corporation June 2015 - Present
MarketShare August 2014 - May 2015
Kyle Smetanka October 2012 - May 2014
Sony/ATV May 2013 - August 2013
The Bank of New York Mellon January 2011 - July 2012
The Bank of New York Mellon January 2010 - December 2010
Sony Music Entertainment May 2009 - August 2009
AIR MTM May 2008 - August 2008
Skills
Finance, Financial Analysis, Strategy, Management, Corporate Finance, Analysis, Financial Modeling, Valuation, Strategic Planning, Investments, Data Analysis, Business Development, Financial Reporting, Microsoft Excel, Financial Services, Economics, Competitive Analysis, Business Analysis, Analytics, Marketing Strategy, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
MBA
Rotterdam School of Management, Erasmus University
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2009
BS, Accounting
Capital University 2005 — 2006
Music Technology
Megan Flemming Megan Flemming's The Bank of New York Mellon Experience February 2010 - September 2011
Job Senior Director of Sales Corporate Issuer Solutions at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions October 2011 - Present
The Bank of New York Mellon February 2010 - September 2011
The Keane Organization October 2003 - February 2010
The Keane Organization March 2001 - October 2003
Skills
Merger & Acquisition..., Class Action..., Escrows, Transfer Agent Services, Shareholder Migration..., Rights Agent, Warrant Agent, Escheatment Consulting, Beneficial Holding..., Back Office Processing..., Shareholder Campaigns, Proxy & Annual Meeting...
Education
Cabrini College 1994 — 1997
BA, Political Science & History
Broadridge Financial Solutions October 2011 - Present
The Bank of New York Mellon February 2010 - September 2011
The Keane Organization October 2003 - February 2010
The Keane Organization March 2001 - October 2003
Skills
Merger & Acquisition..., Class Action..., Escrows, Transfer Agent Services, Shareholder Migration..., Rights Agent, Warrant Agent, Escheatment Consulting, Beneficial Holding..., Back Office Processing..., Shareholder Campaigns, Proxy & Annual Meeting...
Education
Cabrini College 1994 — 1997
BA, Political Science & History
Ashley (Miller) Haynos Ashley (Miller) Haynos's The Bank of New York Mellon Experience September 2009 - June 2010
Job Health and Benefits Associate at Mercer Consulting
Industry Management Consulting
Experience
Mercer Consulting June 2010 - Present
The Bank of New York Mellon September 2009 - June 2010
Skills
Benefits Administration, Employee Benefits, Strategic Planning, HR Consulting, Health Insurance, Project Management, Budgets, Bloomberg, Accounting, Management
Education
Bucknell University 2005 — 2009
B.A., Economics
Mercer Consulting June 2010 - Present
The Bank of New York Mellon September 2009 - June 2010
Skills
Benefits Administration, Employee Benefits, Strategic Planning, HR Consulting, Health Insurance, Project Management, Budgets, Bloomberg, Accounting, Management
Education
Bucknell University 2005 — 2009
B.A., Economics
Vlasta Sheremeta Vlasta Sheremeta's The Bank of New York Mellon Experience February 2010 - July 2011
Job Portfolio Manager
Industry Banking
Experience
Mellon Capital July 2014 - Present
Mellon Capital Management July 2011 - July 2014
The Bank of New York Mellon February 2010 - July 2011
Legend Financial Advisors, Inc. January 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Finance, Quantitative Analytics, Strategic Planning, Equities, Hedge Funds, Asset Management, Investments, Valuation, Process Improvement, Microsoft Excel, Capital Markets, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2012
MBA, Investment Strategy
University of Pittsburgh 2005 — 2009
Bachelor of Science, Business Administration
Mellon Capital July 2014 - Present
Mellon Capital Management July 2011 - July 2014
The Bank of New York Mellon February 2010 - July 2011
Legend Financial Advisors, Inc. January 2007 - August 2007
Skills
Bloomberg, Financial Analysis, Portfolio Management, Fixed Income, Financial Modeling, Finance, Quantitative Analytics, Strategic Planning, Equities, Hedge Funds, Asset Management, Investments, Valuation, Process Improvement, Microsoft Excel, Capital Markets, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2012
MBA, Investment Strategy
University of Pittsburgh 2005 — 2009
Bachelor of Science, Business Administration
Elis Prendergast Elis Prendergast's The Bank of New York Mellon Experience January 2009 - August 2010
Job at KPMG LLP
Industry Financial Services
Experience
KPMG LLP August 2010 - Present
The Bank of New York Mellon January 2009 - August 2010
Wells Fargo Financial September 2008 - January 2009
TD Bank September 2005 - September 2008
TD Bank Group 2004 - 2008
Skills
Banking, Financial Analysis, Tax, Customer Service, Financial Services, Real Estate, Accounting, Account Reconciliation, Corporate Finance, Financial Reporting, Financial Risk, Auditing, Investment Banking, Risk Management, Corporate Tax, Credit, Internal Controls, Tax Accounting, International Tax, Private Equity, Due Diligence, Income Tax, Financial Accounting, Cash Management, SEC filings, US GAAP, Tax Law, Tax Research, Tax Returns
Education
Seton Hall Law School 2011 — 2015
JD
Brooklyn College 2005 — 2009
BS, Business, Management & Finance
KPMG LLP August 2010 - Present
The Bank of New York Mellon January 2009 - August 2010
Wells Fargo Financial September 2008 - January 2009
TD Bank September 2005 - September 2008
TD Bank Group 2004 - 2008
Skills
Banking, Financial Analysis, Tax, Customer Service, Financial Services, Real Estate, Accounting, Account Reconciliation, Corporate Finance, Financial Reporting, Financial Risk, Auditing, Investment Banking, Risk Management, Corporate Tax, Credit, Internal Controls, Tax Accounting, International Tax, Private Equity, Due Diligence, Income Tax, Financial Accounting, Cash Management, SEC filings, US GAAP, Tax Law, Tax Research, Tax Returns
Education
Seton Hall Law School 2011 — 2015
JD
Brooklyn College 2005 — 2009
BS, Business, Management & Finance
Sharon Hirschhorn Sharon Hirschhorn's The Bank of New York Mellon Experience 2005 - 2009
Job Director of Research at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Sarah Boston's The Bank of New York Mellon Experience December 2007 - January 2009
Job Winchester Federal Bank Board Member
Industry Law Practice
Experience
Pfizer March 2012 - September 2014
Pfizer March 2011 - March 2012
Bloomberg Law July 2009 - March 2011
The Bank of New York Mellon December 2007 - January 2009
The Bank of New York Mellon August 2006 - November 2007
U.S. Department of Justice October 2004 - July 2006
The Cohen Group 2003 - 2003
United States Attorney's Office (District of Maine) May 2002 - October 2002
Hon. Laurance B. Van Meter (Fayette Circuit Court, KY) May 2001 - July 2001
Ropes & Gray LLP July 1999 - June 2000
Skills
Corporate Law, Licensing, Due Diligence, Mergers, Legal Writing, Mergers & Acquisitions, Investments, Policy, Government
Education
University of Maine School of Law 2000 — 2003
JD
Bowdoin College 1994 — 1998
AB, cum laude, History and French
Sayre School 1980 — 1994
Sayre School
Sayre School
Pfizer March 2012 - September 2014
Pfizer March 2011 - March 2012
Bloomberg Law July 2009 - March 2011
The Bank of New York Mellon December 2007 - January 2009
The Bank of New York Mellon August 2006 - November 2007
U.S. Department of Justice October 2004 - July 2006
The Cohen Group 2003 - 2003
United States Attorney's Office (District of Maine) May 2002 - October 2002
Hon. Laurance B. Van Meter (Fayette Circuit Court, KY) May 2001 - July 2001
Ropes & Gray LLP July 1999 - June 2000
Skills
Corporate Law, Licensing, Due Diligence, Mergers, Legal Writing, Mergers & Acquisitions, Investments, Policy, Government
Education
University of Maine School of Law 2000 — 2003
JD
Bowdoin College 1994 — 1998
AB, cum laude, History and French
Sayre School 1980 — 1994
Sayre School
Sayre School
Stacey David, MBA's The Bank of New York Mellon Experience September 1995 - December 2008
Job GFCC, Compliance Manager AML Investigations
Industry Banking
Experience
J.P. Morgan May 2015 - Present
HSBC Technology & Services USA September 2014 - May 2015
HSBC Securities August 2013 - September 2014
JPMorgan Chase / Treasury Securities Services January 2013 - August 2013
HSBC Securities USA Inc May 2011 - December 2012
Sumitomo Mitsui Banking Corporation December 2008 - May 2011
PricewaterhouseCoopers 2010 - 2010
The Bank of New York Mellon September 1995 - December 2008
Skills
KYC, AML, Compliance, OFAC, BSA, Due Diligence, USA PATRIOT Act, Quality Assurance, Bank Secrecy Act, Financial Risk, Internal Audit, Banking, Financial Services, Policy, Asset Management, Sanction, Securities, Fraud, Analysis, Finance, Operational Risk, Financial Regulation, Anti Money Laundering, Financial Institutions, Hedge Funds, Trading, Capital Markets, FINRA, Operational Risk..., Back Office, Middle Office, Risk Management, Credit Risk, Equities, Fixed Income, Investment Banking
Education
Capella University 2010 — 2011
Masters, General Business Administration
Berkeley College 2007 — 2010
Bachelor, Accounting
J.P. Morgan May 2015 - Present
HSBC Technology & Services USA September 2014 - May 2015
HSBC Securities August 2013 - September 2014
JPMorgan Chase / Treasury Securities Services January 2013 - August 2013
HSBC Securities USA Inc May 2011 - December 2012
Sumitomo Mitsui Banking Corporation December 2008 - May 2011
PricewaterhouseCoopers 2010 - 2010
The Bank of New York Mellon September 1995 - December 2008
Skills
KYC, AML, Compliance, OFAC, BSA, Due Diligence, USA PATRIOT Act, Quality Assurance, Bank Secrecy Act, Financial Risk, Internal Audit, Banking, Financial Services, Policy, Asset Management, Sanction, Securities, Fraud, Analysis, Finance, Operational Risk, Financial Regulation, Anti Money Laundering, Financial Institutions, Hedge Funds, Trading, Capital Markets, FINRA, Operational Risk..., Back Office, Middle Office, Risk Management, Credit Risk, Equities, Fixed Income, Investment Banking
Education
Capella University 2010 — 2011
Masters, General Business Administration
Berkeley College 2007 — 2010
Bachelor, Accounting
Joseph Limeri's The Bank of New York Mellon Experience June 2013 - August 2013
Job BNY Mellon Global Collateral Services Account Administrator
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
Morgan Stanley April 2014 - April 2014
The Bank of New York Mellon June 2013 - August 2013
The Bank of New York Mellon June 2012 - August 2012
Target July 2007 - August 2011
West-Ward Pharmaceuticals July 2005 - August 2005
Skills
Microsoft Office, Windows 7, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Team Leadership, Windows, Customer Satisfaction, Computer Hardware, Troubleshooting, Teamwork, Time Management
Education
West Virginia University 2011 — 2013
Business Administration, Finance
Brookdale Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
BNY Mellon May 2014 - Present
Morgan Stanley April 2014 - April 2014
The Bank of New York Mellon June 2013 - August 2013
The Bank of New York Mellon June 2012 - August 2012
Target July 2007 - August 2011
West-Ward Pharmaceuticals July 2005 - August 2005
Skills
Microsoft Office, Windows 7, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Data Entry, Team Leadership, Windows, Customer Satisfaction, Computer Hardware, Troubleshooting, Teamwork, Time Management
Education
West Virginia University 2011 — 2013
Business Administration, Finance
Brookdale Community College 2008 — 2011
Associate of Arts (A.A.), Business Administration and Management, General
William Savage William Savage's The Bank of New York Mellon Experience 2005 - 2007
Job Credit Risk Analyst MetLife
Industry Financial Services
Experience
MetLife 2011 - Present
HSBC Securities 2009 - 2010
UBS Investment Bank 2007 - 2008
The Bank of New York Mellon 2005 - 2007
The Bank of New York Mellon 2004 - 2005
The Bank of New York Mellon 2004 - 2004
Skills
Leveraged Finance, Financial Modeling, Credit Risk, Industry Analysis, Valuation, Credit, Corporate Finance, Financial Analysis, Risk Management, Bloomberg, Credit Analysis, Excel, Competitive Analysis, Investments, Fixed Income, Loans, Analysis, Private Equity, Due Diligence, Forecasting, Financial Risk, Capital Markets, Financial Statement..., Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Carnegie Mellon University
BS, Economics
MetLife 2011 - Present
HSBC Securities 2009 - 2010
UBS Investment Bank 2007 - 2008
The Bank of New York Mellon 2005 - 2007
The Bank of New York Mellon 2004 - 2005
The Bank of New York Mellon 2004 - 2004
Skills
Leveraged Finance, Financial Modeling, Credit Risk, Industry Analysis, Valuation, Credit, Corporate Finance, Financial Analysis, Risk Management, Bloomberg, Credit Analysis, Excel, Competitive Analysis, Investments, Fixed Income, Loans, Analysis, Private Equity, Due Diligence, Forecasting, Financial Risk, Capital Markets, Financial Statement..., Investment Banking
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
Carnegie Mellon University
BS, Economics
Schell Lin's The Bank of New York Mellon Experience May 2010 - June 2011
Job Principal Financial Analyst at BNY Mellon
Industry Banking
Experience
BNY Mellon December 2013 - Present
BNY Mellon August 2012 - December 2013
BNY Mellon June 2011 - July 2012
The Bank of New York Mellon May 2010 - June 2011
Case Western Reserve University February 2009 - May 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Office, Accounting, PeopleSoft, PowerPoint, Financial Planning
Education
Case Western Reserve University 2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
BNY Mellon December 2013 - Present
BNY Mellon August 2012 - December 2013
BNY Mellon June 2011 - July 2012
The Bank of New York Mellon May 2010 - June 2011
Case Western Reserve University February 2009 - May 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Office, Accounting, PeopleSoft, PowerPoint, Financial Planning
Education
Case Western Reserve University 2006 — 2010
Bachelor of Science (BS), Finance and Financial Management Services
Katherine Sikora Nelson Katherine Sikora Nelson's The Bank of New York Mellon Experience 2007 - 2015
Job U.S. Head of Sanctions (OFAC) at HSBC
Industry Financial Services
Experience
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
HSBC February 2015 - August 2015
The Bank of New York Mellon 2007 - 2015
Citigroup 2006 - 2007
KPMG 2005 - 2006
Fidelity Investments 1995 - 2005
Bank of America 1994 - 1995
Office of the Prime Minister- Committee for the European Integration 1992 - 1992
EastWest Institute 1990 - 1990
Warsaw University and Hebrew University 1989 - 1990
EastWest Institute 1988 - 1988
Skills
Securities, Corporate Governance, Compliance, Due Diligence, AML, Banking, Hedge Funds, Investigations, Capital Markets, OFAC, KYC, FCPA, Investment Advisory, Mutual Funds, Derivatives, Risk Management
Education
Boston University School of Law 2002 — 2005
L.L.M
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1993
MALD
University of Notre Dame 1990 — 1991
Master of Arts
Jagiellonian University 1983 — 1990
Master of Laws
Ben Alivio Ben Alivio's The Bank of New York Mellon Experience 2005 - 2011
Job Relationship Manager | Client Relationship Manager | Banking Relationship Manager | Retirement Services | 401K
Industry Financial Services
Experience
The Bank of New York Mellon 2005 - 2011
Hewitt Associates 2002 - 2005
WindRiver Capital Partners LLC 1999 - 2002
Fidelity Investments 1996 - 1999
Bankers Trust Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Securities, Series 63, Relationship Management, Investments, Series 7, 401k, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Private Equity, Consulting, Strategic Planning, Asset Allocation, Sales Management, Business Strategy, Team Leadership, Wealth Management, Asset Management, Fixed Income, Investment Management, Retirement, Hedge Funds, Investment Strategies, FINRA, Bonds, Banking, Global Custody
Education
Brigham Young University
Bachelor of Arts (B.A.)
University of Dallas - Graduate School of Management
The Bank of New York Mellon 2005 - 2011
Hewitt Associates 2002 - 2005
WindRiver Capital Partners LLC 1999 - 2002
Fidelity Investments 1996 - 1999
Bankers Trust Company 1992 - 1996
Skills
Mutual Funds, Financial Services, Securities, Series 63, Relationship Management, Investments, Series 7, 401k, Investment Advisory, Portfolio Management, Equities, Retirement Planning, Private Equity, Consulting, Strategic Planning, Asset Allocation, Sales Management, Business Strategy, Team Leadership, Wealth Management, Asset Management, Fixed Income, Investment Management, Retirement, Hedge Funds, Investment Strategies, FINRA, Bonds, Banking, Global Custody
Education
Brigham Young University
Bachelor of Arts (B.A.)
University of Dallas - Graduate School of Management
Christopher Ruscitti Christopher Ruscitti's The Bank of New York Mellon Experience March 2008 - August 2010
Job Treasury Solutions Consultant at Fifth Third Bank
Industry Financial Services
Experience
PNC Financial Services Group August 2010 - December 2012
The Bank of New York Mellon March 2008 - August 2010
BNY Mellon February 2003 - March 2008
Mellon Financial October 1999 - February 2003
Mellon Financial Corp 1993 - 1999
Mellon Bank 1990 - 1993
Skills
Product Development, Product Management, Pricing, Product Marketing, Competitive Analysis, Product Strategy, Negotiation, Quantitative Analysis, Business Strategy, Operational Risk..., Organizational..., Market Research, Payments, Risk Management, Risk, Cash Management, Financial Risk, Project Management, Quantitative Analytics, Banking, Management, Financial Analysis, Financial Modeling, Treasury Management, Financial Services, Treasury Services, Business Analysis, Relationship Management, Analysis, Basel II, Finance, Investments, Process Improvement, Operational Risk, AML, Credit Cards, Mergers, Strategic Partnerships, Mergers & Acquisitions, Treasury, Executive Management, ACH, Outsourcing, CRM, Commercial Banking, Business Development, Financial Institutions, Internet Banking
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
MBA
Robert Morris University 2000 — 2004
BSBA
Hopewell High School 1985 — 1989
PNC Financial Services Group August 2010 - December 2012
The Bank of New York Mellon March 2008 - August 2010
BNY Mellon February 2003 - March 2008
Mellon Financial October 1999 - February 2003
Mellon Financial Corp 1993 - 1999
Mellon Bank 1990 - 1993
Skills
Product Development, Product Management, Pricing, Product Marketing, Competitive Analysis, Product Strategy, Negotiation, Quantitative Analysis, Business Strategy, Operational Risk..., Organizational..., Market Research, Payments, Risk Management, Risk, Cash Management, Financial Risk, Project Management, Quantitative Analytics, Banking, Management, Financial Analysis, Financial Modeling, Treasury Management, Financial Services, Treasury Services, Business Analysis, Relationship Management, Analysis, Basel II, Finance, Investments, Process Improvement, Operational Risk, AML, Credit Cards, Mergers, Strategic Partnerships, Mergers & Acquisitions, Treasury, Executive Management, ACH, Outsourcing, CRM, Commercial Banking, Business Development, Financial Institutions, Internet Banking
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2007
MBA
Robert Morris University 2000 — 2004
BSBA
Hopewell High School 1985 — 1989
Christopher Harney Christopher Harney's The Bank of New York Mellon Experience April 1997 - October 2009
Job Senior Computer Operator at Infocrossing
Industry Information Technology and Services
Experience
Infocrossing February 2012 - Present
ISO May 2010 - September 2010
The Bank of New York Mellon April 1997 - October 2009
IMI Services January 1997 - April 1997
Sys-Temp November 1996 - January 1997
KMART FASHION June 1986 - July 1995
Skills
Mainframe, MVS, CICS, JCL, Disaster Recovery, IBM Mainframe, Business Continuity, Data Center, Operations Management, IMS DB/DC, ITIL Process, AS400 system, Vendor Management, VM, Schedules, Netview, Lotus Notes, ISPF, SharePoint, ITIL, TSO, Unix, z/OS, SDLC, Troubleshooting, System Administration, BMC Remedy, Networking, Software Documentation, Technical Support, Testing, Incident Management, IT Operations, Sla, Program Management, Quality Assurance, DB2, IT Service Management, IT Management, Operating Systems, Servers, System Deployment, SLA
Education
Brookdale Community College 1986 — 1987
Business Management
Infocrossing February 2012 - Present
ISO May 2010 - September 2010
The Bank of New York Mellon April 1997 - October 2009
IMI Services January 1997 - April 1997
Sys-Temp November 1996 - January 1997
KMART FASHION June 1986 - July 1995
Skills
Mainframe, MVS, CICS, JCL, Disaster Recovery, IBM Mainframe, Business Continuity, Data Center, Operations Management, IMS DB/DC, ITIL Process, AS400 system, Vendor Management, VM, Schedules, Netview, Lotus Notes, ISPF, SharePoint, ITIL, TSO, Unix, z/OS, SDLC, Troubleshooting, System Administration, BMC Remedy, Networking, Software Documentation, Technical Support, Testing, Incident Management, IT Operations, Sla, Program Management, Quality Assurance, DB2, IT Service Management, IT Management, Operating Systems, Servers, System Deployment, SLA
Education
Brookdale Community College 1986 — 1987
Business Management
April Hayward April Hayward's The Bank of New York Mellon Experience January 2006 - January 2010
Job Student at Bryant and Stratton College
Industry Executive Office
Experience
The Bank Of New York Mellon January 2006 - January 2010
Education
Bryant & Stratton College 2010 — 2012
MAA, Medical Administrative Assistant
Bryant & Stratton
Associates of Science Degree, Medical Administrative Assistant
The Bank Of New York Mellon January 2006 - January 2010
Education
Bryant & Stratton College 2010 — 2012
MAA, Medical Administrative Assistant
Bryant & Stratton
Associates of Science Degree, Medical Administrative Assistant
Nigel Wynter Nigel Wynter's The Bank of New York Mellon Experience August 1987 - June 2008
Job Fine Artist/Owner at Nigel Wynter Art Studio
Industry Fine Art
Experience
Nigel Wynter Fine Art June 2008 - Present
The WorkPlace/Platform To Employment November 2014 - December 2014
THE BANK OF NEW YORK MELLON August 1987 - June 2008
Skills
Art, Painting, Illustrator, Public Speaking, Customer Service, Photography, Microsoft Excel, Illustration, Social Networking, Microsoft Office, Blogging, Microsoft Word, Leadership, Advertising, Drawing, Watercolor, Training, Creative Writing, Management, Event Planning, Access, Retail, Sales, Adobe Acrobat, Social Media, Writing, Figurative Art, Teaching, Portraits, Visual Arts, Fine Art, Creative Direction, Retail Sales, Online Marketing, Retail Banking, Strategic Planning, Team Building, Marketing
Education
School of Visual Arts 1979 — 1983
Illustration
City University of New York 1977 — 1979
A.A.S., Graphic Arts and Advertising Production Management
Kingston College, Kingston, Jamaica
Nigel Wynter Fine Art June 2008 - Present
The WorkPlace/Platform To Employment November 2014 - December 2014
THE BANK OF NEW YORK MELLON August 1987 - June 2008
Skills
Art, Painting, Illustrator, Public Speaking, Customer Service, Photography, Microsoft Excel, Illustration, Social Networking, Microsoft Office, Blogging, Microsoft Word, Leadership, Advertising, Drawing, Watercolor, Training, Creative Writing, Management, Event Planning, Access, Retail, Sales, Adobe Acrobat, Social Media, Writing, Figurative Art, Teaching, Portraits, Visual Arts, Fine Art, Creative Direction, Retail Sales, Online Marketing, Retail Banking, Strategic Planning, Team Building, Marketing
Education
School of Visual Arts 1979 — 1983
Illustration
City University of New York 1977 — 1979
A.A.S., Graphic Arts and Advertising Production Management
Kingston College, Kingston, Jamaica
Alice Choi Alice Choi's The Bank of New York Mellon Experience June 2014 - August 2014
Job Associate at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2015 - Present
The Bank of New York Mellon June 2014 - August 2014
Education
Carnegie Mellon University - Tepper School of Business
Bachelor of Science, Business Administration and Management, General; Economics
King's College London
Study Abroad
University High School
Deloitte July 2015 - Present
The Bank of New York Mellon June 2014 - August 2014
Education
Carnegie Mellon University - Tepper School of Business
Bachelor of Science, Business Administration and Management, General; Economics
King's College London
Study Abroad
University High School
Ashlee Christian's The Bank of New York Mellon Experience May 2012 - July 2012
Job Director of Employee Engagement at Group SJR
Industry Human Resources
Experience
Freelancers Union March 2014 - December 2014
AJ.T Architect/ Atelier & Co. March 2013 - March 2014
350.org January 2013 - May 2013
The Bank of New York Mellon May 2012 - July 2012
Bright Horizons Family Solutions May 2011 - May 2012
US Peace Corps June 2008 - July 2010
Skills
Grant Writing, Community Development, Non-profits, International..., Volunteer Management, Program Development, Community Outreach, Teaching, Public Speaking, Fundraising, Research, Editing, Project Management, Microsoft Office, Nonprofits, Training, Intercultural..., Grants, Proposal Writing, Program Evaluation, Event Planning, International Relations, Policy, Leadership, Policy Analysis, Youth Development, Curriculum Design, Management, Capacity Building, Workshop Facilitation, Community Organizing, NGOs, Curriculum Development, Qualitative Research, Social Entrepreneurship, Higher Education, Report Writing, Organizational..., Public Relations, Staff Development, Adult Education, Leadership Development, Data Analysis, Social Networking, Community Engagement, Strategic Communications, Creative Writing, Tutoring, Blogging, Teacher Training
Education
Bowling Green State University 2003 — 2007
BFA, Documentary Photography, Ethnic Studies
Freelancers Union March 2014 - December 2014
AJ.T Architect/ Atelier & Co. March 2013 - March 2014
350.org January 2013 - May 2013
The Bank of New York Mellon May 2012 - July 2012
Bright Horizons Family Solutions May 2011 - May 2012
US Peace Corps June 2008 - July 2010
Skills
Grant Writing, Community Development, Non-profits, International..., Volunteer Management, Program Development, Community Outreach, Teaching, Public Speaking, Fundraising, Research, Editing, Project Management, Microsoft Office, Nonprofits, Training, Intercultural..., Grants, Proposal Writing, Program Evaluation, Event Planning, International Relations, Policy, Leadership, Policy Analysis, Youth Development, Curriculum Design, Management, Capacity Building, Workshop Facilitation, Community Organizing, NGOs, Curriculum Development, Qualitative Research, Social Entrepreneurship, Higher Education, Report Writing, Organizational..., Public Relations, Staff Development, Adult Education, Leadership Development, Data Analysis, Social Networking, Community Engagement, Strategic Communications, Creative Writing, Tutoring, Blogging, Teacher Training
Education
Bowling Green State University 2003 — 2007
BFA, Documentary Photography, Ethnic Studies
Charla Heiser Charla Heiser's The Bank of New York Mellon Experience January 2007 - September 2010
Job Operational Support and Accounts Receivables Professional
Industry Financial Services
Experience
TTI of USA January 2015 - April 2015
Manpower January 2014 - May 2014
Manpower April 2013 - July 2013
Medical Leave June 2010 - December 2012
American Cybersystems January 2012 - September 2012
The Bank of New York Mellon January 2007 - September 2010
Coventry Health Care November 2005 - March 2007
Caregiver for a Family Member April 2004 - September 2005
Thermo Fisher Scientific January 2001 - December 2003
ProcureNet Inc. (Spin-off company of Fisher Scientific; Aquired by SAIC) May 1999 - May 2000
Skills
Production Assistance, Accounts Receivable, Account Reconciliation, Stock Trading, Funding, ACH, Refunds, Customer Service, Human Resources, Warehouse Management, Administrative..., SAP2000, GTM, STP, Ramquest, Frontier, Agility, QuarkXPress, Photoshop, QuickBooks, DacEasy, Kronos Timekeeping, Windows 7, Microsoft Office, Lotus Notes, GoldMine CRM, Vendor Management, Management, Technical Recruiting
Education
Point Park University 2003 — 2003
B.S., Applied Corporate Communications
Bradford School 1990 — 1990
Associate of Science (A.S.), Specialized Business
TTI of USA January 2015 - April 2015
Manpower January 2014 - May 2014
Manpower April 2013 - July 2013
Medical Leave June 2010 - December 2012
American Cybersystems January 2012 - September 2012
The Bank of New York Mellon January 2007 - September 2010
Coventry Health Care November 2005 - March 2007
Caregiver for a Family Member April 2004 - September 2005
Thermo Fisher Scientific January 2001 - December 2003
ProcureNet Inc. (Spin-off company of Fisher Scientific; Aquired by SAIC) May 1999 - May 2000
Skills
Production Assistance, Accounts Receivable, Account Reconciliation, Stock Trading, Funding, ACH, Refunds, Customer Service, Human Resources, Warehouse Management, Administrative..., SAP2000, GTM, STP, Ramquest, Frontier, Agility, QuarkXPress, Photoshop, QuickBooks, DacEasy, Kronos Timekeeping, Windows 7, Microsoft Office, Lotus Notes, GoldMine CRM, Vendor Management, Management, Technical Recruiting
Education
Point Park University 2003 — 2003
B.S., Applied Corporate Communications
Bradford School 1990 — 1990
Associate of Science (A.S.), Specialized Business
Jeffrey Scharoun's The Bank of New York Mellon Experience March 2009 - August 2009
Job Graduate Student at SUNY Buffalo State
Industry Higher Education
Experience
Cazenovia College January 2014 - January 2015
Bryant & Stratton College September 2010 - December 2013
Bryant & Stratton College August 2010 - December 2013
Onondaga Community College Housing Development Corporation March 2010 - July 2010
Onondaga Community College November 2009 - May 2010
The Bank of New York Mellon March 2009 - August 2009
Skills
Program Development, Public Speaking, Community Outreach, Staff Development, Career Counseling, Event Planning, LGBT Activism, Student Affairs, Leadership Development, Student Housing, Residence Life, Judicial Affairs, Diversity Training, Student Engagement, Higher Education, Academic Advising
Education
State University of New York College at Buffalo 2015 — 2017
Master's Degree, Higher Education and Student Affairs Administration
Canisius College 2003 — 2008
Bachelor of Science, Management
Cazenovia College January 2014 - January 2015
Bryant & Stratton College September 2010 - December 2013
Bryant & Stratton College August 2010 - December 2013
Onondaga Community College Housing Development Corporation March 2010 - July 2010
Onondaga Community College November 2009 - May 2010
The Bank of New York Mellon March 2009 - August 2009
Skills
Program Development, Public Speaking, Community Outreach, Staff Development, Career Counseling, Event Planning, LGBT Activism, Student Affairs, Leadership Development, Student Housing, Residence Life, Judicial Affairs, Diversity Training, Student Engagement, Higher Education, Academic Advising
Education
State University of New York College at Buffalo 2015 — 2017
Master's Degree, Higher Education and Student Affairs Administration
Canisius College 2003 — 2008
Bachelor of Science, Management
Amreet Saini Amreet Saini's The Bank of New York Mellon Experience April 2006 - January 2007
Job Relationship Manager, Vice President Consultant Relations at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors August 2015 - Present
Wilshire Associates June 2008 - August 2015
Western Asset Management February 2007 - June 2008
The Bank of New York Mellon April 2006 - January 2007
GSA September 2002 - April 2006
U.S. Department of Education August 1999 - September 2002
Skills
Bloomberg, Asset Managment, Fixed Income, Morningstar Direct, Dynamic Asset Allocation, Investments, Portfolio Management, Equities, Alternative Investments, Fund Of Funds, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Equity Research, Wealth Management, Asset Allocation, Capital Markets, Quantitative Analytics, Investment Advisory, Bloomberg Terminal, Asset Management, Performance Attribution, Derivatives, Financial Markets, ETFs, Institutional..., Trading, Series 63
Education
Boston University 2001 — 2006
Bachelor of Arts (B.A.), Mathematics and Philosophy
Boston Latin School 1996 — 2001
Allianz Global Investors August 2015 - Present
Wilshire Associates June 2008 - August 2015
Western Asset Management February 2007 - June 2008
The Bank of New York Mellon April 2006 - January 2007
GSA September 2002 - April 2006
U.S. Department of Education August 1999 - September 2002
Skills
Bloomberg, Asset Managment, Fixed Income, Morningstar Direct, Dynamic Asset Allocation, Investments, Portfolio Management, Equities, Alternative Investments, Fund Of Funds, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Equity Research, Wealth Management, Asset Allocation, Capital Markets, Quantitative Analytics, Investment Advisory, Bloomberg Terminal, Asset Management, Performance Attribution, Derivatives, Financial Markets, ETFs, Institutional..., Trading, Series 63
Education
Boston University 2001 — 2006
Bachelor of Arts (B.A.), Mathematics and Philosophy
Boston Latin School 1996 — 2001
Jeremy Finkelstein Jeremy Finkelstein's The Bank of New York Mellon Experience August 2000 - April 2008
Job Corporate Trust Lawyer at Bryan Cave
Industry Legal Services
Experience
Bryan Cave April 2008 - Present
The Bank of New York Mellon August 2000 - April 2008
Skills
Project Finance, Corporate Actions, Debt Restructuring, Corporate Trust
Education
Brooklyn Law School 2004 — 2008
JD, Law
University of Michigan 1996 — 2000
BA, English and Organizational Studies
Bryan Cave April 2008 - Present
The Bank of New York Mellon August 2000 - April 2008
Skills
Project Finance, Corporate Actions, Debt Restructuring, Corporate Trust
Education
Brooklyn Law School 2004 — 2008
JD, Law
University of Michigan 1996 — 2000
BA, English and Organizational Studies
Michael Moros Michael Moros's The Bank of New York Mellon Experience August 2000 - December 2007
Job Independent Contractor & Experienced Financial Professional
Industry Nonprofit Organization Management
Experience
Mystic River Watershed Association April 2009 - Present
Michael Moros Enterprises June 1980 - Present
The Bank of New York Mellon August 2000 - December 2007
State Street Bank and Trust Company November 1997 - August 2000
Stream International November 1996 - February 1997
Caldor June 1995 - October 1995
Ground Water Associates October 1994 - October 1994
U. S. Geological Survey July 1993 - September 1993
Sears Roebuck May 1991 - September 1991
City of Cambridge Recycling Committee April 1991 - May 1991
Skills
organic landscape, water, hydrology, maintenance, repair, Ecology, Plant Identification, GIS, Data Analysis, Environmental, Excel, Microsoft Office, Word, Research, Water Quality, Water Resources, Report Writing, Analysis, Composting, Policy, Community Outreach, Agriculture, Environmental Science
Education
Boston University 1988 — 1994
Master of Arts, hydrogeology
Tufts University 1981 — 1986
Bachelor of Science, mathematics
Mystic River Watershed Association April 2009 - Present
Michael Moros Enterprises June 1980 - Present
The Bank of New York Mellon August 2000 - December 2007
State Street Bank and Trust Company November 1997 - August 2000
Stream International November 1996 - February 1997
Caldor June 1995 - October 1995
Ground Water Associates October 1994 - October 1994
U. S. Geological Survey July 1993 - September 1993
Sears Roebuck May 1991 - September 1991
City of Cambridge Recycling Committee April 1991 - May 1991
Skills
organic landscape, water, hydrology, maintenance, repair, Ecology, Plant Identification, GIS, Data Analysis, Environmental, Excel, Microsoft Office, Word, Research, Water Quality, Water Resources, Report Writing, Analysis, Composting, Policy, Community Outreach, Agriculture, Environmental Science
Education
Boston University 1988 — 1994
Master of Arts, hydrogeology
Tufts University 1981 — 1986
Bachelor of Science, mathematics
Sandra Bruno Sandra Bruno's The Bank of New York Mellon Experience July 2000 - June 2015
Job Assistant Vice President / Global Transaction Banking Division at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
The Bank of New York Mellon July 2000 - June 2015
Potamkin Mitsubishi, New York January 1998 - January 2000
Mitsubishi Trust and Banking, New York 1996 - 1997
City College of New York 1994 - 1996
Skills
Corporate Actions, Bloomberg Terminal, Microsoft Excel, Lotus Notes, Corporate Finance, Investments Products, Investment Banking, Microsoft Products, Relationship Management, Product Management, Business Administration, Financial Analyst, Securities, Settlement, Financial Services
Education
City University of New York City College 1990 — 1996
Economics with a Specialization in Finance
Deutsche Bank June 2015 - Present
The Bank of New York Mellon July 2000 - June 2015
Potamkin Mitsubishi, New York January 1998 - January 2000
Mitsubishi Trust and Banking, New York 1996 - 1997
City College of New York 1994 - 1996
Skills
Corporate Actions, Bloomberg Terminal, Microsoft Excel, Lotus Notes, Corporate Finance, Investments Products, Investment Banking, Microsoft Products, Relationship Management, Product Management, Business Administration, Financial Analyst, Securities, Settlement, Financial Services
Education
City University of New York City College 1990 — 1996
Economics with a Specialization in Finance
Christine Grzyb Christine Grzyb's The Bank of New York Mellon Experience 2006 - 2010
Job Project Manager, Business Strategist and Institutional Marketing Specialist
Industry Information Technology and Services
Experience
PNC August 2011 - Present
The Bank of New York Mellon 2006 - 2010
Mellon Financial 2004 - 2005
Mellon Financial 2000 - 2003
Mellon Financial 1993 - 2000
Mellon Financial 1987 - 1993
Skills
Project Management, Strategy, CRM, Management, Leadership, Project Planning, Analysis, Program Management, Risk Management
Education
Carnegie Mellon University
BS, Business
PNC August 2011 - Present
The Bank of New York Mellon 2006 - 2010
Mellon Financial 2004 - 2005
Mellon Financial 2000 - 2003
Mellon Financial 1993 - 2000
Mellon Financial 1987 - 1993
Skills
Project Management, Strategy, CRM, Management, Leadership, Project Planning, Analysis, Program Management, Risk Management
Education
Carnegie Mellon University
BS, Business
Joe Tricarico Joe Tricarico's The Bank of New York Mellon Experience October 1997 - Present
Job BNY Mellon
Industry Financial Services
Experience
The Bank of New York Mellon October 1997 - Present
Integrated Designs, Inc October 1991 - September 1996
Banctec Service Corp April 1986 - June 1991
Skills
Microsoft Office, Desktop Engineer, Software Installation, Network Engineering, Software Engineering, Servers, Computer Hardware, Computer Hardware..., Computer Architecture, Antivirus, Spyware, adware, Digital Media, Troubleshooting, Operating Systems, Disaster Recovery, Unix, Networking, Lotus Notes, Vendor Management, Treasury Services, Information Technology, Web Development, Integration, Security, CDO, Corporate Trust, Active Directory, Financial Services, Data Center, Network Design, Global Custody, Visio, SharePoint, Business Continuity, Technical Support, Adware, Collateral Management, IT Management, Web Design, Fund Administration, Computer Security, Network Security, XP
Education
City University of New York-College of Staten Island 1982 — 1985
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
City University of New York 1981 — 1985
The Bank of New York Mellon October 1997 - Present
Integrated Designs, Inc October 1991 - September 1996
Banctec Service Corp April 1986 - June 1991
Skills
Microsoft Office, Desktop Engineer, Software Installation, Network Engineering, Software Engineering, Servers, Computer Hardware, Computer Hardware..., Computer Architecture, Antivirus, Spyware, adware, Digital Media, Troubleshooting, Operating Systems, Disaster Recovery, Unix, Networking, Lotus Notes, Vendor Management, Treasury Services, Information Technology, Web Development, Integration, Security, CDO, Corporate Trust, Active Directory, Financial Services, Data Center, Network Design, Global Custody, Visio, SharePoint, Business Continuity, Technical Support, Adware, Collateral Management, IT Management, Web Design, Fund Administration, Computer Security, Network Security, XP
Education
City University of New York-College of Staten Island 1982 — 1985
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
City University of New York 1981 — 1985
Christopher Van Houten Christopher Van Houten's The Bank of New York Mellon Experience August 2003 - July 2008
Job Director at Barclays
Industry Banking
Experience
Barclays August 2012 - Present
National Australia Bank August 2008 - July 2012
The Bank of New York Mellon August 2003 - July 2008
Bear Stearns April 2001 - May 2003
NUI March 1997 - April 2001
Capital Public Affairs, Inc. November 1995 - March 1997
Johnson & Johnson 1987 - 1991
FGIC 1986 - 1987
Skills
Banking, Credit, Business Development, Credit Risk, Business Planning, Asset Managment, Financial Services, Finance, Risk Management, Management, Analysis, Relationship Management, Financial Risk, Investments, Cash Management, Fixed Income, Budgets, Structured Finance, Derivatives, Capital Markets, Due Diligence
Education
Seton Hall University School of Law 1996 — 2000
JD, Law
University of Cambridge 1992 — 1995
PhD, History
University of Cambridge 1991 — 1992
Master's Degree, International Relations
Rutgers University-New Brunswick 1988 — 1990
MA, Political Science
Bucknell University 1982 — 1986
BA, Economics
IAU Toulon 1985 — 1985
Bridgewater Raritan High School West 1978 — 1982
Barclays August 2012 - Present
National Australia Bank August 2008 - July 2012
The Bank of New York Mellon August 2003 - July 2008
Bear Stearns April 2001 - May 2003
NUI March 1997 - April 2001
Capital Public Affairs, Inc. November 1995 - March 1997
Johnson & Johnson 1987 - 1991
FGIC 1986 - 1987
Skills
Banking, Credit, Business Development, Credit Risk, Business Planning, Asset Managment, Financial Services, Finance, Risk Management, Management, Analysis, Relationship Management, Financial Risk, Investments, Cash Management, Fixed Income, Budgets, Structured Finance, Derivatives, Capital Markets, Due Diligence
Education
Seton Hall University School of Law 1996 — 2000
JD, Law
University of Cambridge 1992 — 1995
PhD, History
University of Cambridge 1991 — 1992
Master's Degree, International Relations
Rutgers University-New Brunswick 1988 — 1990
MA, Political Science
Bucknell University 1982 — 1986
BA, Economics
IAU Toulon 1985 — 1985
Bridgewater Raritan High School West 1978 — 1982
Arthur Cassidy Arthur Cassidy's The Bank of New York Mellon Experience April 2001 - January 2009
Job Sr. Operations Analyst Tax Reporting Services
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Merrill Lynch December 2014 - Present
BNY Mellon September 2010 - December 2013
Foreign Exchange Direct Dealer January 2010 - September 2010
The Bank of New York Mellon April 2001 - January 2009
The Bank of New York 1993 - 2009
Chase 1997 - 2001
Skills
Customer Relations, Cash Management, Client Service, Alternative Investments, Banking
Education
City University of New York-College of Staten Island 1988 — 1993
BA, English
St. Peter's Boys High School
Tanya Kaur Tanya Kaur's The Bank of New York Mellon Experience June 2009 - August 2009
Job Investment Funds Project Manager at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Legal Services
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 2015 - Present
Liberty United October 2013 - December 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2010 - October 2013
The Bank of New York Mellon June 2009 - August 2009
The Bank of New York Mellon May 2008 - January 2009
Skills
Research, Excel, Word, Lotus Notes, PowerPoint, Outlook, Mac OS X, Adobe Acrobat, Microsoft Excel, Spanish, Microsoft Office, Editing, Legal Writing, Social Media, Nonprofits, Legal Research, Microsoft Word
Education
Bryn Mawr College 2006 — 2010
BA, Political Science, Economics
Ridge High School 2002 — 2006
Fashion Institute of Technology
Brand Management Certificate Program
Paul, Weiss, Rifkind, Wharton & Garrison LLP January 2015 - Present
Liberty United October 2013 - December 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2010 - October 2013
The Bank of New York Mellon June 2009 - August 2009
The Bank of New York Mellon May 2008 - January 2009
Skills
Research, Excel, Word, Lotus Notes, PowerPoint, Outlook, Mac OS X, Adobe Acrobat, Microsoft Excel, Spanish, Microsoft Office, Editing, Legal Writing, Social Media, Nonprofits, Legal Research, Microsoft Word
Education
Bryn Mawr College 2006 — 2010
BA, Political Science, Economics
Ridge High School 2002 — 2006
Fashion Institute of Technology
Brand Management Certificate Program
Rajeev Nischal Rajeev Nischal's The Bank of New York Mellon Experience 1996 - 2006
Job Senior Software Engineering Manager @ Microsoft
Industry Computer Software
Experience
Microsoft June 2006 - Present
The Bank of New York November 1996 - April 2006
The Bank of New York Mellon 1996 - 2006
Skills
Software Development, SDLC, .NET, Enterprise Architecture, C#, Microsoft SQL Server, Data Center, Enterprise Software, GTM, Product Management, IT Operations, Service Delivery, ASP.NET, ITIL, Networking, F5 BigIP, Cisco Technologies, Visual Studio, Agile Methodologies, Distributed Systems, Management, Software Design, Microsoft Technologies, Software Engineering
Education
City University of New York 1991 — 1995
Master's Degree, Computer Science
City University of New York City College 1985 — 1991
Bachelor's Degree, Electrical Engineering
Microsoft June 2006 - Present
The Bank of New York November 1996 - April 2006
The Bank of New York Mellon 1996 - 2006
Skills
Software Development, SDLC, .NET, Enterprise Architecture, C#, Microsoft SQL Server, Data Center, Enterprise Software, GTM, Product Management, IT Operations, Service Delivery, ASP.NET, ITIL, Networking, F5 BigIP, Cisco Technologies, Visual Studio, Agile Methodologies, Distributed Systems, Management, Software Design, Microsoft Technologies, Software Engineering
Education
City University of New York 1991 — 1995
Master's Degree, Computer Science
City University of New York City College 1985 — 1991
Bachelor's Degree, Electrical Engineering
Sera Wang's The Bank of New York Mellon Experience May 2007 - July 2007
Job
Industry Information Technology and Services
Experience
Deloitte Consulting October 2010 - Present
Carnegie Mellon University Heinz College Alumni Association Board 2012 - Present
Carnegie Mellon University 2009 - Present
PricewaterhouseCoopers April 2008 - October 2010
The Bank of New York Mellon May 2007 - July 2007
Skills
Business Intelligence, Data Warehousing, Business Objects, Project Management, Outsourcing Management, Management Consulting, Data Mining, IT Strategy, Business Analysis, Data Analysis
Education
Carnegie Mellon University
M.S., Information Systems Management
Deloitte Consulting October 2010 - Present
Carnegie Mellon University Heinz College Alumni Association Board 2012 - Present
Carnegie Mellon University 2009 - Present
PricewaterhouseCoopers April 2008 - October 2010
The Bank of New York Mellon May 2007 - July 2007
Skills
Business Intelligence, Data Warehousing, Business Objects, Project Management, Outsourcing Management, Management Consulting, Data Mining, IT Strategy, Business Analysis, Data Analysis
Education
Carnegie Mellon University
M.S., Information Systems Management
Brian Shafir's The Bank of New York Mellon Experience November 2002 - Present
Job Solutions Engineer at Deloitte
Industry Computer Software
Experience
Deloitte July 2015 - Present
The Bank of New York Mellon November 2002 - Present
Education
City University of New York-Brooklyn College 1999 — 2002
Deloitte July 2015 - Present
The Bank of New York Mellon November 2002 - Present
Education
City University of New York-Brooklyn College 1999 — 2002
Derrick Wallace's The Bank of New York Mellon Experience February 2000 - Present
Job Vice President at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon February 2000 - Present
The Bank of New York Mellon July 1989 - February 2000
Skills
Securities, Financial Services, OFAC, Banking, AML, Risk Management, Program Management, Training, Management, Vendor Management, Hedge Funds, Fixed Income, Mutual Funds, Capital Markets, Equities, Portfolio Management, Bloomberg, Cash Management, Financial Risk, Relationship Management, Derivatives, Asset Management, Investment Banking, Alternative Investments, Operational Risk, Wealth Management, Structured Finance, Treasury Management, Corporate Actions, Credit, Commercial Banking, Operational Risk..., KYC, Investments
Education
Bucknell University 1975 — 1979
BSBA, Business Administration
The Bank of New York Mellon February 2000 - Present
The Bank of New York Mellon July 1989 - February 2000
Skills
Securities, Financial Services, OFAC, Banking, AML, Risk Management, Program Management, Training, Management, Vendor Management, Hedge Funds, Fixed Income, Mutual Funds, Capital Markets, Equities, Portfolio Management, Bloomberg, Cash Management, Financial Risk, Relationship Management, Derivatives, Asset Management, Investment Banking, Alternative Investments, Operational Risk, Wealth Management, Structured Finance, Treasury Management, Corporate Actions, Credit, Commercial Banking, Operational Risk..., KYC, Investments
Education
Bucknell University 1975 — 1979
BSBA, Business Administration
Julie (Kim) Kelly's The Bank of New York Mellon Experience June 2007 - June 2011
Job Director Americas Head, IB Compliance M&T at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank April 2013 - Present
DTCC January 2013 - March 2013
DTCC June 2011 - March 2013
The Bank of New York Mellon June 2007 - June 2011
Citi August 2005 - May 2007
Cantor Fitzgerald, L.P. April 2004 - July 2005
AXA Distributors, LLC November 1999 - April 2004
Skills
Capital Markets, Securities, OFAC, FINRA, Fixed Income, Mutual Funds, Risk Management, Mergers & Acquisitions, Risk Assessment, AML, Compliance, Compliance Testing, Investment Banking, Financial Risk, Financial Services, Hedge Funds, Operational Risk..., Equities, Anti Money Laundering
Education
Butler University 1996 — 1999
Bachelor of Arts (B.A.), French Language and Political Science
Institut d'Etudes politiques de Strasbourg 1997 — 1998
Political Science and Government
Palatine High School 1992 — 1996
Barclays Investment Bank April 2013 - Present
DTCC January 2013 - March 2013
DTCC June 2011 - March 2013
The Bank of New York Mellon June 2007 - June 2011
Citi August 2005 - May 2007
Cantor Fitzgerald, L.P. April 2004 - July 2005
AXA Distributors, LLC November 1999 - April 2004
Skills
Capital Markets, Securities, OFAC, FINRA, Fixed Income, Mutual Funds, Risk Management, Mergers & Acquisitions, Risk Assessment, AML, Compliance, Compliance Testing, Investment Banking, Financial Risk, Financial Services, Hedge Funds, Operational Risk..., Equities, Anti Money Laundering
Education
Butler University 1996 — 1999
Bachelor of Arts (B.A.), French Language and Political Science
Institut d'Etudes politiques de Strasbourg 1997 — 1998
Political Science and Government
Palatine High School 1992 — 1996
Stella Vanguestaine's The Bank of New York Mellon Experience Managing DirectorThe Bank of New York Mellon2002 - 2008
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon Managing DirectorThe Bank of New York Mellon2002 - 2008
JP Morgan 1983 - 1994
Education
City University of New York-Brooklyn College 1978 — 1982
BA
South Shore 1974 — 1978
The Bank of New York Mellon Managing DirectorThe Bank of New York Mellon2002 - 2008
JP Morgan 1983 - 1994
Education
City University of New York-Brooklyn College 1978 — 1982
BA
South Shore 1974 — 1978
Lucy Campbell Pelsma's The Bank of New York Mellon Experience September 2002 - January 2010
Job Strategic Alliance Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2014 - Present
Thomas College April 2013 - June 2014
Sankaty Advisors, LLC (affiliate of Bain Capital) July 2011 - March 2013
OFI Institutional Asset Management January 2010 - July 2011
The Bank of New York Mellon September 2002 - January 2010
Skills
Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Series 7, Financial Analysis, Valuation, Asset Allocation, Private Equity, Financial Services, Investment Management, Due Diligence, Capital Markets, Securities, Wealth Management, Relationship Management, Risk Management, Investment Advisory, Investment Banking, Series 63, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Marketing
Wheaton College (MA) 1998 — 2002
B.A., Economics
Carrabec High School 1995 — 1998
Financial Engines July 2014 - Present
Thomas College April 2013 - June 2014
Sankaty Advisors, LLC (affiliate of Bain Capital) July 2011 - March 2013
OFI Institutional Asset Management January 2010 - July 2011
The Bank of New York Mellon September 2002 - January 2010
Skills
Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Series 7, Financial Analysis, Valuation, Asset Allocation, Private Equity, Financial Services, Investment Management, Due Diligence, Capital Markets, Securities, Wealth Management, Relationship Management, Risk Management, Investment Advisory, Investment Banking, Series 63, Investment Strategies
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2008
MBA, Marketing
Wheaton College (MA) 1998 — 2002
B.A., Economics
Carrabec High School 1995 — 1998
Tricia (Hebert) Carroll, PHR's The Bank of New York Mellon Experience February 2007 - June 2009
Job Human Resources Business Partner at Linedata
Industry Human Resources
Experience
Linedata February 2014 - Present
Linedata October 2011 - January 2014
Linedata October 2009 - September 2011
The Bank of New York Mellon February 2007 - June 2009
The Bank of New York Mellon (Formerly Mellon Financial Corporation) August 2005 - February 2007
Skills
Onboarding, Talent Acquisition, Employee Relations, Talent Management, Deferred Compensation, HRIS, Succession Planning, Human Resources, Employee Engagement, Performance Management, Employee Benefits, HR Policies, PeopleSoft, Organizational..., Sourcing, Personnel Management, Leadership, New Hire Orientations, Benefits Administration, Career Development, Resume Writing, FMLA, Performance Appraisal, Payroll, Job Descriptions, Benefits Negotiation, Labor Relations
Education
Bryant University 2001 — 2005
BS, Business Administration
Linedata February 2014 - Present
Linedata October 2011 - January 2014
Linedata October 2009 - September 2011
The Bank of New York Mellon February 2007 - June 2009
The Bank of New York Mellon (Formerly Mellon Financial Corporation) August 2005 - February 2007
Skills
Onboarding, Talent Acquisition, Employee Relations, Talent Management, Deferred Compensation, HRIS, Succession Planning, Human Resources, Employee Engagement, Performance Management, Employee Benefits, HR Policies, PeopleSoft, Organizational..., Sourcing, Personnel Management, Leadership, New Hire Orientations, Benefits Administration, Career Development, Resume Writing, FMLA, Performance Appraisal, Payroll, Job Descriptions, Benefits Negotiation, Labor Relations
Education
Bryant University 2001 — 2005
BS, Business Administration
Celina Miranda's The Bank of New York Mellon Experience Program AssociateHyams FoundationMay 2005 - May 2007
Job Charitable Giving Manager at The Bank of New York Mellon
Industry Philanthropy
Experience
The Bank of New York Mellon Program AssociateHyams FoundationMay 2005 - May 2007
Education
Boston University 1999 — 2002
MSW/EDM, Social Work & Education
Smith College 1993 — 1997
BA, Latin American Literature and Studies
The Bank of New York Mellon Program AssociateHyams FoundationMay 2005 - May 2007
Education
Boston University 1999 — 2002
MSW/EDM, Social Work & Education
Smith College 1993 — 1997
BA, Latin American Literature and Studies
Stephen E Donovan's The Bank of New York Mellon Experience February 2009 - February 2013
Job CAO, Global Collateral Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
BNY Mellon February 2013 - Present
The Bank of New York Mellon February 2009 - February 2013
Deutsche Bank September 2006 - January 2008
Deutsche Bank April 2003 - September 2006
Deutsche Bank February 1998 - April 2003
Mellon Financial 1989 - 1998
Bank of Boston 1985 - 1989
Skills
Change Management, Human Resource..., Equities, Back Office, Outsourcing, Securities, Finance, Management, Relationship Management, Financial Services, Strategy, Business Process, Cash Management, PMO, Banking
Education
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1992
MBA, Finance
University of Massachusetts Boston 1978 — 1982
BS, Finance
Alan Taubman's The Bank of New York Mellon Experience January 2001 - Present
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Bank of New York Mellon January 2001 - Present
Bank of New York/Ginnie Mae 2001 - Present
The Home Insurance Co. 1973 - 1980
Education
City University of New York City College 1968 — 1973
The Bank of New York Mellon January 2001 - Present
Bank of New York/Ginnie Mae 2001 - Present
The Home Insurance Co. 1973 - 1980
Education
City University of New York City College 1968 — 1973
Beth Sheard, SPHR's The Bank of New York Mellon Experience 2007 - Present
Job Vice President, HR Business Partner at The Bank of New York Mellon
Industry Human Resources
Experience
The Bank of New York Mellon 2007 - Present
Williams Lea 2001 - 2007
HarperCollins Publishing, College Division February 1995 - December 1996
Ogilvy & Mather Worldwide Advertising 1992 - 1995
Chemical Bank 1986 - 1992
Skills
Management, Onboarding, Performance Management, Succession Planning, Deferred Compensation, Human Resources, Strategic Planning, Employee Benefits, Labor Relations, Recruiting, HRIS, Team Building, Change Management, Talent Acquisition, Process Improvement, Outsourcing, Vendor Management, Personnel Management, Training, Employee Engagement, Employee Relations, Start-ups, Coaching, Workforce Planning, College Recruiting, Talent Management, Organizational..., HR Consulting, HR Policies, Interviews, PeopleSoft, Organizational Design, Applicant Tracking...
Education
Gordon-Conwell Theological Seminary 2011 — 2016
MA Counseling, Counseling (LMHC), Theology
Institute for Conflict Management 2008 — 2008
Mediation Certification, ADR
SHRM/HRCI
SPHR, Sr Professional Human Resources
Boston University
BA
Hunterdon Central High School
The Bank of New York Mellon 2007 - Present
Williams Lea 2001 - 2007
HarperCollins Publishing, College Division February 1995 - December 1996
Ogilvy & Mather Worldwide Advertising 1992 - 1995
Chemical Bank 1986 - 1992
Skills
Management, Onboarding, Performance Management, Succession Planning, Deferred Compensation, Human Resources, Strategic Planning, Employee Benefits, Labor Relations, Recruiting, HRIS, Team Building, Change Management, Talent Acquisition, Process Improvement, Outsourcing, Vendor Management, Personnel Management, Training, Employee Engagement, Employee Relations, Start-ups, Coaching, Workforce Planning, College Recruiting, Talent Management, Organizational..., HR Consulting, HR Policies, Interviews, PeopleSoft, Organizational Design, Applicant Tracking...
Education
Gordon-Conwell Theological Seminary 2011 — 2016
MA Counseling, Counseling (LMHC), Theology
Institute for Conflict Management 2008 — 2008
Mediation Certification, ADR
SHRM/HRCI
SPHR, Sr Professional Human Resources
Boston University
BA
Hunterdon Central High School
Andrew Genovese's The Bank of New York Mellon Experience August 2005 - Present
Job Senior Associate at the Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon August 2005 - Present
Bear Stearns January 1995 - April 2004
General Electric Computer Service September 1988 - January 1995
Skills
Equities, SWIFT messaging, HP Quality Center, Microsoft Office, SharePoint, Mutual Fund Trade..., Repurchase Agreements..., Electronics..., Microsoft Office 2007, Status Reporting, Quality Center, Quality Assurance, Business Analysis, Prime Brokerage, Testing, SDLC, Process Improvement, User Acceptance Testing, Troubleshooting, Project Management, Analysis, Vendor Management, Requirements Analysis, Test Management
Education
Centenary College 2008 — 2011
BSBA, Business Administration
DeVry Technical Institute 1985 — 1987
Diploma, Electronics Technology/Technician
The Bank of New York Mellon August 2005 - Present
Bear Stearns January 1995 - April 2004
General Electric Computer Service September 1988 - January 1995
Skills
Equities, SWIFT messaging, HP Quality Center, Microsoft Office, SharePoint, Mutual Fund Trade..., Repurchase Agreements..., Electronics..., Microsoft Office 2007, Status Reporting, Quality Center, Quality Assurance, Business Analysis, Prime Brokerage, Testing, SDLC, Process Improvement, User Acceptance Testing, Troubleshooting, Project Management, Analysis, Vendor Management, Requirements Analysis, Test Management
Education
Centenary College 2008 — 2011
BSBA, Business Administration
DeVry Technical Institute 1985 — 1987
Diploma, Electronics Technology/Technician
Ramon Veliz's The Bank of New York Mellon Experience November 2002 - Present
Job Developer/Senior Associate at The Bank of New York
Industry Computer Software
Experience
The Bank of New York Mellon November 2002 - Present
Education
City University of New York City College 1994 — 2001
BS, Computer Science
The Bank of New York Mellon November 2002 - Present
Education
City University of New York City College 1994 — 2001
BS, Computer Science
William Xiaogang Yang's The Bank of New York Mellon Experience November 2010 - September 2013
Job Derivatives Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2015 - Present
BNY Mellon July 2013 - Present
the Bank of New York Mellon November 2010 - September 2013
Standard Chartered Bank New York May 2009 - August 2009
Standard Chartered Bank June 2007 - September 2008
Standard Bank June 2006 - July 2007
Gree Group Singapore Pte Ltd October 2003 - June 2006
Gree Group Hong Kong Ltd January 2002 - October 2003
Zhuhai Gree Group Corp July 1998 - December 2001
Skills
Commodities, International Trade, Structured Finance, Derivatives, Trading, Risk Management, Project Finance, Fixed Income, Equities, Financial Markets, Bloomberg, FX Options, Options, Investment Banking, Portfolio Management, Hedging, Financial Modeling, Hedge Funds, Commodity, Financial Services, Investments, Finance, Commodity Markets, Securities
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Business Administration and Management, General
Central South University 1994 — 1998
BE, International Business
BNY Mellon September 2015 - Present
BNY Mellon July 2013 - Present
the Bank of New York Mellon November 2010 - September 2013
Standard Chartered Bank New York May 2009 - August 2009
Standard Chartered Bank June 2007 - September 2008
Standard Bank June 2006 - July 2007
Gree Group Singapore Pte Ltd October 2003 - June 2006
Gree Group Hong Kong Ltd January 2002 - October 2003
Zhuhai Gree Group Corp July 1998 - December 2001
Skills
Commodities, International Trade, Structured Finance, Derivatives, Trading, Risk Management, Project Finance, Fixed Income, Equities, Financial Markets, Bloomberg, FX Options, Options, Investment Banking, Portfolio Management, Hedging, Financial Modeling, Hedge Funds, Commodity, Financial Services, Investments, Finance, Commodity Markets, Securities
Education
Temple University - Fox School of Business and Management 2008 — 2010
MBA, Business Administration and Management, General
Central South University 1994 — 1998
BE, International Business
Edith Williams-Grant's The Bank of New York Mellon Experience November 1982 - Present
Job System Analyst at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon November 1982 - Present
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Requirements, Team Building, Process Improvement, Budgets
Education
Cheyney University of Pennsylvania 1982 — 1987
The Bank of New York Mellon November 1982 - Present
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Analysis, User Acceptance Testing, Business Requirements, Team Building, Process Improvement, Budgets
Education
Cheyney University of Pennsylvania 1982 — 1987
Denise Morgenthaler's The Bank of New York Mellon Experience November 2006 - November 2010
Job Global Business Strategy & CAO Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2014 - Present
BNY Mellon November 2010 - December 2013
The Bank of New York Mellon November 2006 - November 2010
The Bank of New York Mellon May 2002 - November 2006
SBC 1997 - 2001
Southern New England Telecommunications Co 1994 - 1997
Skills
Portfolio Management, Project Management, Business Analysis, Financial Services, Risk Management, Fixed Income, Financial Analysis, Securities, Equities, Hedge Funds, Series 7, Asset Managment, Program Management, Relationship Management, Capital Markets, Banking, Alternative Investments, Vendor Management, Process Improvement, Organizational..., Derivatives, Financial Risk
Education
Hartwick College 1990 — 1994
BS, Psychology
Canterbury School 1986 — 1990
Boston University
Certification, Project Management
University of Bridgeport - Stamford
MS, Counseling and HR Development
BNY Mellon January 2014 - Present
BNY Mellon November 2010 - December 2013
The Bank of New York Mellon November 2006 - November 2010
The Bank of New York Mellon May 2002 - November 2006
SBC 1997 - 2001
Southern New England Telecommunications Co 1994 - 1997
Skills
Portfolio Management, Project Management, Business Analysis, Financial Services, Risk Management, Fixed Income, Financial Analysis, Securities, Equities, Hedge Funds, Series 7, Asset Managment, Program Management, Relationship Management, Capital Markets, Banking, Alternative Investments, Vendor Management, Process Improvement, Organizational..., Derivatives, Financial Risk
Education
Hartwick College 1990 — 1994
BS, Psychology
Canterbury School 1986 — 1990
Boston University
Certification, Project Management
University of Bridgeport - Stamford
MS, Counseling and HR Development
Robert Landi's The Bank of New York Mellon Experience August 2010 - Present
Job Human Resources Business Partner at The Bank of New York Mellon
Industry Human Resources
Experience
The Bank of New York Mellon August 2010 - Present
Panasonic May 2008 - February 2011
The Bank of New York Mellon Corp. August 2006 - May 2008
Collucio Associates Inc September 2005 - July 2006
Somerset JPMC Data Center 2005 - 2006
Unidata Services May 2002 - September 2005
Skills
Onboarding, Employee Relations, Change Management, Talent Management, Human Resources, Applicant Tracking..., Talent Acquisition, Performance Management, PeopleSoft, Vendor Management, Coaching, Recruiting
Education
City University of New York-Brooklyn College 2006 — 2008
M.A., Organizational Psychology
Saint John's University 2001 — 2004
B.A., Psychology
The Bank of New York Mellon August 2010 - Present
Panasonic May 2008 - February 2011
The Bank of New York Mellon Corp. August 2006 - May 2008
Collucio Associates Inc September 2005 - July 2006
Somerset JPMC Data Center 2005 - 2006
Unidata Services May 2002 - September 2005
Skills
Onboarding, Employee Relations, Change Management, Talent Management, Human Resources, Applicant Tracking..., Talent Acquisition, Performance Management, PeopleSoft, Vendor Management, Coaching, Recruiting
Education
City University of New York-Brooklyn College 2006 — 2008
M.A., Organizational Psychology
Saint John's University 2001 — 2004
B.A., Psychology
Janet Casey, CRP's The Bank of New York Mellon Experience October 2006 - April 2011
Job Senior Vice President Citi
Industry Financial Services
Experience
Citi April 2011 - Present
The Bank of New York Mellon October 2006 - April 2011
JPMorgan Chase February 2001 - October 2006
JP Morgan Chase 2001 - 2006
Colson Services Corp. June 1983 - February 2001
Junior Achievement of North Central Connecticut September 1977 - June 1980
Skills
Loans, Risk Management, Securities, Banking, Financial Services, Capital Markets, Fixed Income, Investments, Credit, Finance, Portfolio Management, Structured Finance
Education
Central Connecticut State University 1977 — 1981
BS
New York University
Continuing Education
The New School
Citi April 2011 - Present
The Bank of New York Mellon October 2006 - April 2011
JPMorgan Chase February 2001 - October 2006
JP Morgan Chase 2001 - 2006
Colson Services Corp. June 1983 - February 2001
Junior Achievement of North Central Connecticut September 1977 - June 1980
Skills
Loans, Risk Management, Securities, Banking, Financial Services, Capital Markets, Fixed Income, Investments, Credit, Finance, Portfolio Management, Structured Finance
Education
Central Connecticut State University 1977 — 1981
BS
New York University
Continuing Education
The New School
Evelyn Furukawa's The Bank of New York Mellon Experience March 1997 - September 2013
Job Entrepreneur
Industry Management Consulting
Experience
The Bank of New York Mellon March 1997 - September 2013
US Bank November 1993 - March 1997
State Street Bank March 1988 - November 1993
Skills
Financial Services, Corporate Trust, Banking, Portfolio Management, Fixed Income, SharePoint, Securities, Asset Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Financial Analysis, Investments, Risk Management, Analysis, Equities, Leadership
Education
California State University-Los Angeles
Bachelors of Science, Marketing
The Bank of New York Mellon March 1997 - September 2013
US Bank November 1993 - March 1997
State Street Bank March 1988 - November 1993
Skills
Financial Services, Corporate Trust, Banking, Portfolio Management, Fixed Income, SharePoint, Securities, Asset Management, Capital Markets, Corporate Finance, Financial Modeling, Finance, Financial Analysis, Investments, Risk Management, Analysis, Equities, Leadership
Education
California State University-Los Angeles
Bachelors of Science, Marketing
Sonia Solana's The Bank of New York Mellon Experience December 2009 - March 2013
Job Alternative Investments Accountant at The Bank of New York Mellon
Industry Accounting
Experience
The Bank of New York Mellon December 2009 - March 2013
The Bank of New York Mellon November 2006 - December 2009
Teleflora 2005 - 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2004
The Bank of New York Mellon December 2009 - March 2013
The Bank of New York Mellon November 2006 - December 2009
Teleflora 2005 - 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2004
Meline Avetisyan's The Bank of New York Mellon Experience April 2004 - Present
Job Fund Accountant at Mellon Financial
Industry Financial Services
Experience
The Bank of New York Mellon April 2004 - Present
Education
California State University-Northridge 2001 — 2004
BS, Accounting
The Bank of New York Mellon April 2004 - Present
Education
California State University-Northridge 2001 — 2004
BS, Accounting
Richard Pace's The Bank of New York Mellon Experience 1988 - 2002
Job President at Oratorio Society of New York
Industry Nonprofit Organization Management
Experience
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
Oratorio Society of New York September 1978 - Present
The Bank of New York March 1985 - June 2002
The Bank of New York Mellon 1988 - 2002
Irving Trust Company 1973 - 1989
Bankers Trust 1983 - 1985
Skills
IT Strategy
Education
City University of New York City College 1966 — 1967
Howard Gee's The Bank of New York Mellon Experience 2000 - 2005
Job Commercial Real Estate & Banking: Real Estate Valuation/Underwriting & Credit Risk Professional
Industry Real Estate
Experience
Appraisal Institute 2013 - Present
Regional Commercial Bank (NY, NJ & PA) 2013 - Present
WCGM Real Estate Advisory Services 2011 - 2013
WCGM Real Estate Advisory Services 2010 - 2011
Fitch Ratings 2005 - 2008
The Bank of New York Mellon 2000 - 2005
Chelsea Property Group, Inc. 1998 - 2000
Skills
Argus Modeling, Financial Analysis, Credit Analysis, Valuation, Microsoft Excel, Due Diligence, Portfolio Management, Asset Management, Investments, Commercial Real Estate, Analysis, Real Estate
Education
Central Connecticut State University
Bachelor of Science, International Business
Hofstra University
Master of Business Administration, Finance and International Business
University of Connecticut
Business Administration, MBA Field of Study
Appraisal Institute 2013 - Present
Regional Commercial Bank (NY, NJ & PA) 2013 - Present
WCGM Real Estate Advisory Services 2011 - 2013
WCGM Real Estate Advisory Services 2010 - 2011
Fitch Ratings 2005 - 2008
The Bank of New York Mellon 2000 - 2005
Chelsea Property Group, Inc. 1998 - 2000
Skills
Argus Modeling, Financial Analysis, Credit Analysis, Valuation, Microsoft Excel, Due Diligence, Portfolio Management, Asset Management, Investments, Commercial Real Estate, Analysis, Real Estate
Education
Central Connecticut State University
Bachelor of Science, International Business
Hofstra University
Master of Business Administration, Finance and International Business
University of Connecticut
Business Administration, MBA Field of Study
Lisa (Dooner) Supple's The Bank of New York Mellon Experience 1990 - Present
Job Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management 1990 - Present
MELLON PRIVATE WEALTH 1990 - Present
The Bank of New York Mellon 1990 - Present
Skills
Asset Management, Fixed Income, Portfolio Management, Equities, Bloomberg, Mutual Funds, Investments, Investment Strategies
Education
Boston University 1993 — 1996
Masters, Administration
Saint Anselm College 1985 — 1989
Bachelor, Business
-
-
BNY Mellon Wealth Management 1990 - Present
MELLON PRIVATE WEALTH 1990 - Present
The Bank of New York Mellon 1990 - Present
Skills
Asset Management, Fixed Income, Portfolio Management, Equities, Bloomberg, Mutual Funds, Investments, Investment Strategies
Education
Boston University 1993 — 1996
Masters, Administration
Saint Anselm College 1985 — 1989
Bachelor, Business
-
-
Ron Awenowicz's The Bank of New York Mellon Experience Director of HR OperationsThe Bank of New York Mellon1991 - Present
Job Director of HR Operations at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon Director of HR OperationsThe Bank of New York Mellon1991 - Present
Education
California University of Pennsylvania 1987 — 1991
BS, Marketing
University of Pittsburgh - Joseph M. Katz Graduate School of Business
The Bank of New York Mellon Director of HR OperationsThe Bank of New York Mellon1991 - Present
Education
California University of Pennsylvania 1987 — 1991
BS, Marketing
University of Pittsburgh - Joseph M. Katz Graduate School of Business
JoAnn Schalk's The Bank of New York Mellon Experience 2003 - 2008
Job Vice President, Project Manager at US Bank
Industry Financial Services
Experience
US Bank 2009 - Present
The Bank of New York Mellon 2003 - 2008
The Bank of New York Mellon 1999 - 2003
US Bancorp 1990 - 1999
Skills
Risk Management, Team Building
Education
Cardinal Stritch University
BS, Business Administration
US Bank 2009 - Present
The Bank of New York Mellon 2003 - 2008
The Bank of New York Mellon 1999 - 2003
US Bancorp 1990 - 1999
Skills
Risk Management, Team Building
Education
Cardinal Stritch University
BS, Business Administration
Erin Potter's The Bank of New York Mellon Experience 1995 - Present
Job Risk Manager, VP at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2009 - Present
The Bank of New York Mellon 1995 - Present
Skills
Mutual Funds, Fixed Income, Banking, Financial Services, Global Custody
Education
Carlow University
Bachelor's Degree, Business Administration and Management, General
BNY Mellon May 2009 - Present
The Bank of New York Mellon 1995 - Present
Skills
Mutual Funds, Fixed Income, Banking, Financial Services, Global Custody
Education
Carlow University
Bachelor's Degree, Business Administration and Management, General
Drew Blackburn's The Bank of New York Mellon Experience October 2007 - Present
Job Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon October 2007 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Financial Accounting, Variance Analysis, Forecasting, General Ledger, Cash Management, Access
Education
Waynesburg University 2009 — 2011
MBA, Finance
Robert Morris University 2003 — 2007
BSBA, Finance/Economics
Schiller International University 2006 — 2006
Study Abroad, Madrid, Spain
City University London 2005 — 2005
Study Abroad
Blackhawk High School
The Bank of New York Mellon October 2007 - Present
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Internal Controls, Financial Accounting, Variance Analysis, Forecasting, General Ledger, Cash Management, Access
Education
Waynesburg University 2009 — 2011
MBA, Finance
Robert Morris University 2003 — 2007
BSBA, Finance/Economics
Schiller International University 2006 — 2006
Study Abroad, Madrid, Spain
City University London 2005 — 2005
Study Abroad
Blackhawk High School
Victor Ajayi, MBA's The Bank of New York Mellon Experience June 2004 - December 2013
Job Senior Fund Accountant at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon June 2004 - December 2013
Skills
Securities, Equities, Fixed Income, Financial Analysis, Mutual Funds, Derivatives, Bloomberg, Financial Services, Accounting, Fund Accounting, Corporate Actions, Hedge Funds, Fund Of Funds, Account Reconciliation, Fund Administration
Education
LIU Brooklyn 2007 — 2009
MBA, Finance
City University of New York-Brooklyn College 1997 — 2001
Bachelor of Science (BS), Accounting
The Bank of New York Mellon June 2004 - December 2013
Skills
Securities, Equities, Fixed Income, Financial Analysis, Mutual Funds, Derivatives, Bloomberg, Financial Services, Accounting, Fund Accounting, Corporate Actions, Hedge Funds, Fund Of Funds, Account Reconciliation, Fund Administration
Education
LIU Brooklyn 2007 — 2009
MBA, Finance
City University of New York-Brooklyn College 1997 — 2001
Bachelor of Science (BS), Accounting
Rich Misicko's The Bank of New York Mellon Experience January 1999 - Present
Job Vice President at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon January 1999 - Present
Mellon Bank 1993 - 1999
Mellon Bank 1991 - 1993
Mellon Bank 1989 - 1991
Skills
Cash Management, Business Analysis
Education
California University of Pennsylvania 1982 — 1986
Bachelor's degree, Mathematics and Computer Science
The Bank of New York Mellon January 1999 - Present
Mellon Bank 1993 - 1999
Mellon Bank 1991 - 1993
Mellon Bank 1989 - 1991
Skills
Cash Management, Business Analysis
Education
California University of Pennsylvania 1982 — 1986
Bachelor's degree, Mathematics and Computer Science
Christian Marcks's The Bank of New York Mellon Experience June 2006 - May 2010
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank July 2014 - Present
U.S. Bank August 2011 - July 2014
US Bank June 2010 - August 2011
The Bank of New York Mellon June 2006 - May 2010
Skills
Capital Markets, Fixed Income, Customer Service, Financial Modeling, Portfolio Management, Valuation, Banking, Investments, Equities, Financial Analysis, Corporate Finance, Due Diligence, Finance
Education
Bucknell University 2002 — 2006
BA, Economics
U.S. Bank July 2014 - Present
U.S. Bank August 2011 - July 2014
US Bank June 2010 - August 2011
The Bank of New York Mellon June 2006 - May 2010
Skills
Capital Markets, Fixed Income, Customer Service, Financial Modeling, Portfolio Management, Valuation, Banking, Investments, Equities, Financial Analysis, Corporate Finance, Due Diligence, Finance
Education
Bucknell University 2002 — 2006
BA, Economics
W.Stefanie Fijnvandraat's The Bank of New York Mellon Experience January 2000 - October 2008
Job Price/Cost Analyst at NYC Department of Education
Industry Financial Services
Experience
DTCC February 2010 - July 2012
Morgan Stanley Smith Barney December 2009 - February 2010
The Bank of New York Mellon January 2000 - October 2008
Metropolitan Life Insurance Company June 1995 - January 1999
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Financial Reporting, Forecasting, General Ledger, Microsoft Excel, Accruals, Journal Entries, Banking, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Cartesis, PeopleSoft, Strategic Financial..., Managerial Finance, Accounting, Microsoft Office, Microsoft Word, Finance, Analysis
Education
NYU SCPS 2013 — 2014
Certificate
Babson College
MBA
Boston University
BA
DTCC February 2010 - July 2012
Morgan Stanley Smith Barney December 2009 - February 2010
The Bank of New York Mellon January 2000 - October 2008
Metropolitan Life Insurance Company June 1995 - January 1999
Skills
Financial Analysis, Strategic Planning, Budgets, Financial Statements, Financial Reporting, Forecasting, General Ledger, Microsoft Excel, Accruals, Journal Entries, Banking, Account Reconciliation, Mergers & Acquisitions, Financial Modeling, Competitive Analysis, Cartesis, PeopleSoft, Strategic Financial..., Managerial Finance, Accounting, Microsoft Office, Microsoft Word, Finance, Analysis
Education
NYU SCPS 2013 — 2014
Certificate
Babson College
MBA
Boston University
BA
Salvatore Steven Scotto's The Bank of New York Mellon Experience July 2005 - July 2005
Job Relationship Manager at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2010 - Present
Fiserv, Investment Management Services January 2009 - June 2010
The Bank of New York Mellon July 2005 - July 2005
Goldman Sachs March 2004 - June 2005
Goldman Sachs March 2000 - March 2004
Goldman Sachs March 1998 - March 2000
Skills
Relationship Management, Due Diligence
Education
City University of New York
BS, Finance
JP Morgan September 2010 - Present
Fiserv, Investment Management Services January 2009 - June 2010
The Bank of New York Mellon July 2005 - July 2005
Goldman Sachs March 2004 - June 2005
Goldman Sachs March 2000 - March 2004
Goldman Sachs March 1998 - March 2000
Skills
Relationship Management, Due Diligence
Education
City University of New York
BS, Finance
Kelley Torrey's The Bank of New York Mellon Experience January 2004 - January 2010
Job AML Senior Consultant, Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Citizens Financial Group, Inc. March 2013 - August 2015
The Bank of New York Mellon January 2004 - January 2010
Brandon Associates, LLC January 2002 - January 2004
John Hancock Financial Services, Inc January 1999 - January 2001
Law Offices of Kenneth Rampino January 1998 - January 1999
Education
Bryant University 2010 — 2010
MPAc, Accounting
Northeastern University
Graduate Certificate, Forensic Accounting
University of Rhode Islasnd
Master of Business Administration (M.B.A.)
Tulane University 1995 — 1998
J.D, Law
Rhode Island College
B.A, Sociology
Deloitte September 2015 - Present
Citizens Financial Group, Inc. March 2013 - August 2015
The Bank of New York Mellon January 2004 - January 2010
Brandon Associates, LLC January 2002 - January 2004
John Hancock Financial Services, Inc January 1999 - January 2001
Law Offices of Kenneth Rampino January 1998 - January 1999
Education
Bryant University 2010 — 2010
MPAc, Accounting
Northeastern University
Graduate Certificate, Forensic Accounting
University of Rhode Islasnd
Master of Business Administration (M.B.A.)
Tulane University 1995 — 1998
J.D, Law
Rhode Island College
B.A, Sociology
Meron M. E. Amar's The Bank of New York Mellon Experience April 2015 - Present
Job The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon April 2015 - Present
Boston University Public Markets Investing Group January 2015 - May 2015
Boston University Public Markets Investing Group September 2013 - January 2015
Winer Capital Management June 2013 - January 2015
Baystate Financial Services May 2014 - August 2014
Deutsche Börse I Market News Int. February 2014 - May 2014
Encore Realty July 2013 - December 2013
Coolidge Corner Concierge July 2012 - December 2013
NXTLoan I First American Mortgage Trust September 2012 - May 2013
Skills
Microsoft Office, Research, Microsoft Excel, Social Media, Data Analysis, PowerPoint, Analysis, Microsoft Word, Community Outreach, Marketing, Public Relations, Customer Service, Strategic Planning, Sales, Management, Teamwork, Nonprofits, Facebook, Public Speaking, Event Planning, Marketing Strategy, Social Networking, Fundraising, Access, Market Research, Networking, Presentation Skills
Education
Boston University 2011 — 2015
Bachelor’s Degree, Economics, 3.2
Boston University London 2014 — 2014
Semester Abroad, International Economics, 3.64
Harvard University 2013 — 2013
Summer Study, Financial Economics, 3.7
University of California, Los Angeles 2012 — 2012
Summer Study, Economic Literature, 3.5
Yeshivat Netiv Aryeh 2010 — 2011
Certificate, Talmudic Studies, 3.8
Maimonides School 2006 — 2010
High School, Philosophy & Literature, 3.64
The Bank of New York Mellon April 2015 - Present
Boston University Public Markets Investing Group January 2015 - May 2015
Boston University Public Markets Investing Group September 2013 - January 2015
Winer Capital Management June 2013 - January 2015
Baystate Financial Services May 2014 - August 2014
Deutsche Börse I Market News Int. February 2014 - May 2014
Encore Realty July 2013 - December 2013
Coolidge Corner Concierge July 2012 - December 2013
NXTLoan I First American Mortgage Trust September 2012 - May 2013
Skills
Microsoft Office, Research, Microsoft Excel, Social Media, Data Analysis, PowerPoint, Analysis, Microsoft Word, Community Outreach, Marketing, Public Relations, Customer Service, Strategic Planning, Sales, Management, Teamwork, Nonprofits, Facebook, Public Speaking, Event Planning, Marketing Strategy, Social Networking, Fundraising, Access, Market Research, Networking, Presentation Skills
Education
Boston University 2011 — 2015
Bachelor’s Degree, Economics, 3.2
Boston University London 2014 — 2014
Semester Abroad, International Economics, 3.64
Harvard University 2013 — 2013
Summer Study, Financial Economics, 3.7
University of California, Los Angeles 2012 — 2012
Summer Study, Economic Literature, 3.5
Yeshivat Netiv Aryeh 2010 — 2011
Certificate, Talmudic Studies, 3.8
Maimonides School 2006 — 2010
High School, Philosophy & Literature, 3.64
Vincent Graffeo's The Bank of New York Mellon Experience July 2005 - December 2011
Job Vice President, Relationship Manager at Computershare
Industry Financial Services
Experience
Computershare December 2011 - Present
BNY Mellon July 2005 - December 2011
The Bank of New York Mellon July 2005 - December 2011
Computershare July 1987 - June 2005
Computershare July 1987 - June 2005
Skills
Relationship Management, Management, Customer Service, Equities, Financial Services, Corporate Actions, Securities, Mergers, Banking, Business Analysis, Asset Managment, Investor Relations, Options, Financial Analysis
Education
City University of New York-Brooklyn College 1983 — 1987
BS, Business Management and Finance
City University of New York-Brooklyn College 1983 — 1987
BS, Business Management and Finance
Computershare December 2011 - Present
BNY Mellon July 2005 - December 2011
The Bank of New York Mellon July 2005 - December 2011
Computershare July 1987 - June 2005
Computershare July 1987 - June 2005
Skills
Relationship Management, Management, Customer Service, Equities, Financial Services, Corporate Actions, Securities, Mergers, Banking, Business Analysis, Asset Managment, Investor Relations, Options, Financial Analysis
Education
City University of New York-Brooklyn College 1983 — 1987
BS, Business Management and Finance
City University of New York-Brooklyn College 1983 — 1987
BS, Business Management and Finance
Gail Gross's The Bank of New York Mellon Experience 2007 - 2009
Job Learning and Development Director
Industry Human Resources
Experience
The Bank of New York Mellon 2007 - 2009
The Bank of New York 2006 - 2007
The Bank of New York 1998 - 2006
The Bank of New York 1989 - 1998
The Bank of New York 1987 - 1989
The Chase Manhattan Bank 1985 - 1987
Skills
Training, Talent Management, Change Management, Strategy, Leadership, Onboarding, Management, Team Building, Coaching, Project Management, Strategic Planning, Customer Service, Instructional Design, Management Development, Product Management, Sales, Integration, Staff Development, Talent Acquisition, Human Resources, Organizational..., Succession Planning, Program Management
Education
Brown University
A.B., Psychology
The Bank of New York Mellon 2007 - 2009
The Bank of New York 2006 - 2007
The Bank of New York 1998 - 2006
The Bank of New York 1989 - 1998
The Bank of New York 1987 - 1989
The Chase Manhattan Bank 1985 - 1987
Skills
Training, Talent Management, Change Management, Strategy, Leadership, Onboarding, Management, Team Building, Coaching, Project Management, Strategic Planning, Customer Service, Instructional Design, Management Development, Product Management, Sales, Integration, Staff Development, Talent Acquisition, Human Resources, Organizational..., Succession Planning, Program Management
Education
Brown University
A.B., Psychology
Robert Castle's The Bank of New York Mellon Experience 2012 - Present
Job Vice President/Team Leader, Transaction Management Group at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon 2012 - Present
The Bank of New York Mellon 2000 - 2012
LaSalle Bank 1997 - 2000
Skills
Structured Finance, Corporate Law, Dodd-Frank, Fixed Income, Securitization, Basel II, Corporate Trust, Counterparty Risk, Collateral Management, Structured Products, ABS, Derivatives, Bonds, Securities, Financial Risk, Equities, Banking, Investments, Financial Services, Asset Management, Portfolio Management, Risk Management, Capital Markets
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1997
J.D., Law
University of Missouri-Columbia 1988 — 1993
B.A., B.J., English, Advertising (Journalism)
Francis Howell
The Bank of New York Mellon 2012 - Present
The Bank of New York Mellon 2000 - 2012
LaSalle Bank 1997 - 2000
Skills
Structured Finance, Corporate Law, Dodd-Frank, Fixed Income, Securitization, Basel II, Corporate Trust, Counterparty Risk, Collateral Management, Structured Products, ABS, Derivatives, Bonds, Securities, Financial Risk, Equities, Banking, Investments, Financial Services, Asset Management, Portfolio Management, Risk Management, Capital Markets
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1994 — 1997
J.D., Law
University of Missouri-Columbia 1988 — 1993
B.A., B.J., English, Advertising (Journalism)
Francis Howell
Christina Morse's The Bank of New York Mellon Experience May 2009 - August 2013
Job Counsel and Vice President at BNY Mellon
Industry Investment Management
Experience
BNY Mellon August 2014 - Present
Lord, Abbett & Co. LLC August 2013 - July 2014
The Bank of New York Mellon May 2009 - August 2013
AllianceBernstein August 2000 - November 2008
AllianceBernstein January 1994 - May 2000
Davis Polk & Wardwell LLP June 1989 - December 1993
Skills
Investments, Mutual Funds, Corporate Governance, Securities, Fixed Income, Investment Management, Hedge Funds, Series 7, Portfolio Management
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
BNY Mellon August 2014 - Present
Lord, Abbett & Co. LLC August 2013 - July 2014
The Bank of New York Mellon May 2009 - August 2013
AllianceBernstein August 2000 - November 2008
AllianceBernstein January 1994 - May 2000
Davis Polk & Wardwell LLP June 1989 - December 1993
Skills
Investments, Mutual Funds, Corporate Governance, Securities, Fixed Income, Investment Management, Hedge Funds, Series 7, Portfolio Management
Education
Brooklyn Law School 1996 — 2000
Juris Doctor
Nirali Shah's The Bank of New York Mellon Experience May 2007 - August 2007
Job Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2013 - Present
Air Products and Chemicals May 2012 - August 2012
PNC Financial Services Group February 2010 - February 2011
PNC Financial Services Group July 2008 - February 2010
The Bank of New York Mellon May 2007 - August 2007
Patmon LLC June 2006 - August 2006
Research International January 2006 - April 2006
Skills
Financial Modeling, Financial Analysis, Cross-functional Team..., Market Research, Portfolio Management, Leadership, Strategy, Project Management, Risk Management, Banking, Valuation, Finance, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Economics, and International Management
University of Pittsburgh 2004 — 2008
BSBA, Finance and International Business
Federal Reserve Bank of New York July 2013 - Present
Air Products and Chemicals May 2012 - August 2012
PNC Financial Services Group February 2010 - February 2011
PNC Financial Services Group July 2008 - February 2010
The Bank of New York Mellon May 2007 - August 2007
Patmon LLC June 2006 - August 2006
Research International January 2006 - April 2006
Skills
Financial Modeling, Financial Analysis, Cross-functional Team..., Market Research, Portfolio Management, Leadership, Strategy, Project Management, Risk Management, Banking, Valuation, Finance, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Economics, and International Management
University of Pittsburgh 2004 — 2008
BSBA, Finance and International Business
Khelawan Persaud's The Bank of New York Mellon Experience September 1998 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Home Savings of America 2011 - Present
The Bank Of New York Mellon September 1998 - February 2009
The bank of new york mellon 1998 - 2009
Education
City University of New York City College 1986 — 1994
Bsc, Business Administration
Home Savings of America 2011 - Present
The Bank Of New York Mellon September 1998 - February 2009
The bank of new york mellon 1998 - 2009
Education
City University of New York City College 1986 — 1994
Bsc, Business Administration
Richard Arrington's The Bank of New York Mellon Experience 2007 - 2009
Job Owner at Speedpro Imaging
Industry Printing
Experience
Speedpro Imaging Pittsburgh North October 2009 - Present
Arrington Capital, LLC 2009 - Present
The Bank of New York Mellon 2007 - 2009
Mellon Bank 1985 - 2007
Skills
Vehicle Graphics, Reprographics, Graphics, Digital Printing, Large Format Printing, tradeshow displays and..., vehicle wraps and..., murals, window graphics, floor and sidewalk..., elevator wraps, banners, posters, signs, Marketing, Banners, Digital Imaging, Pre-press, Flyers, Signs, Strategy, Customer Service, Logo Design, Posters, Wide Format Printing, Business Cards, Labels, QuarkXPress, Leadership, Trade Show Graphics, Direct Marketing, Catalogs, Layout, Color Management, Advertising, Email Marketing, Direct Mail, InDesign, Portfolio Management, Mergers, Variable Data Printing, Brand Development, Offset Printing, Packaging, Brochures, Murals, Annual Reports, Corporate Identity, Corporate Gifts, POS
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Brigham Young University 1980 — 1983
BS, Business Management
Speedpro Imaging Pittsburgh North October 2009 - Present
Arrington Capital, LLC 2009 - Present
The Bank of New York Mellon 2007 - 2009
Mellon Bank 1985 - 2007
Skills
Vehicle Graphics, Reprographics, Graphics, Digital Printing, Large Format Printing, tradeshow displays and..., vehicle wraps and..., murals, window graphics, floor and sidewalk..., elevator wraps, banners, posters, signs, Marketing, Banners, Digital Imaging, Pre-press, Flyers, Signs, Strategy, Customer Service, Logo Design, Posters, Wide Format Printing, Business Cards, Labels, QuarkXPress, Leadership, Trade Show Graphics, Direct Marketing, Catalogs, Layout, Color Management, Advertising, Email Marketing, Direct Mail, InDesign, Portfolio Management, Mergers, Variable Data Printing, Brand Development, Offset Printing, Packaging, Brochures, Murals, Annual Reports, Corporate Identity, Corporate Gifts, POS
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Brigham Young University 1980 — 1983
BS, Business Management
Jonathan LaRosse's The Bank of New York Mellon Experience September 2001 - January 2009
Job Experienced Tax and Business Analyst Professional
Industry Investment Banking
Experience
H & R Block 1994 - Present
H&R Block 1994 - Present
The Bank of New York Mellon September 2001 - January 2009
Mellon Financial 2001 - 2009
Consolidated Natural Gas 1997 - 1999
Filmet 1995 - 1996
Education
Waynesburg University 2005 — 2007
MBA, Applied Business
California University of Pennsylvania 1991 — 1993
BS, Management, Accounting, Economics
Columbia Union College 1988 — 1991
Business, Accounting
H & R Block 1994 - Present
H&R Block 1994 - Present
The Bank of New York Mellon September 2001 - January 2009
Mellon Financial 2001 - 2009
Consolidated Natural Gas 1997 - 1999
Filmet 1995 - 1996
Education
Waynesburg University 2005 — 2007
MBA, Applied Business
California University of Pennsylvania 1991 — 1993
BS, Management, Accounting, Economics
Columbia Union College 1988 — 1991
Business, Accounting
Angela Emer's The Bank of New York Mellon Experience September 1985 - January 2009
Job Human Resources Professional
Industry Human Resources
Experience
The Bank of New York Mellon September 1985 - January 2009
BNYMellon 1981 - 2009
Education
City University of New York-Brooklyn College 1978 — 1981
Psychology
High School and three completed college years 1978 — 1981
Arts
The Bank of New York Mellon September 1985 - January 2009
BNYMellon 1981 - 2009
Education
City University of New York-Brooklyn College 1978 — 1981
Psychology
High School and three completed college years 1978 — 1981
Arts
Lyndon Black's The Bank of New York Mellon Experience January 1987 - December 2008
Job Project Manager PMP
Industry Information Technology and Services
Experience
The Bank of New York Mellon January 1987 - December 2008
Education
City University of New York 1977 — 1982
BS, Computer Science
The Bank of New York Mellon January 1987 - December 2008
Education
City University of New York 1977 — 1982
BS, Computer Science
Daniel Ciancio's The Bank of New York Mellon Experience November 2005 - May 2011
Job Lawsuit Cash Advance Broker at PreSettlementFunding.com
Industry Legal Services
Experience
Pre-SettlementFunding.com May 2013 - Present
BNY Mellon May 2011 - May 2013
The Bank of New York Mellon November 2005 - May 2011
Skills
AML, Banking, Risk Management, OFAC, Fraud, Finance, Financial Risk, Risk Assessment, Operational Risk..., Credit, Certified Fraud Examiner, Securities, Investigation, Internal Audit, Background Checks, Private Investigations, Enforcement, Bank Secrecy Act, Internal Investigations, USA PATRIOT Act, Corporate Security, KYC, Security Management, Customer-focused Service, Due Diligence, Asset Protection
Education
Utica College 2007 — 2008
MS, Economic Crime Management
Saint John's University 2003 — 2005
Finance, Peter J. Tobin College of Business
City University of New York-College of Staten Island 2000 — 2002
Xaverian High School 1997 — 2000
High School Degree
Pre-SettlementFunding.com May 2013 - Present
BNY Mellon May 2011 - May 2013
The Bank of New York Mellon November 2005 - May 2011
Skills
AML, Banking, Risk Management, OFAC, Fraud, Finance, Financial Risk, Risk Assessment, Operational Risk..., Credit, Certified Fraud Examiner, Securities, Investigation, Internal Audit, Background Checks, Private Investigations, Enforcement, Bank Secrecy Act, Internal Investigations, USA PATRIOT Act, Corporate Security, KYC, Security Management, Customer-focused Service, Due Diligence, Asset Protection
Education
Utica College 2007 — 2008
MS, Economic Crime Management
Saint John's University 2003 — 2005
Finance, Peter J. Tobin College of Business
City University of New York-College of Staten Island 2000 — 2002
Xaverian High School 1997 — 2000
High School Degree
Kevin Zallow's The Bank of New York Mellon Experience March 2000 - Present
Job IT Manager at BNY Mellon
Industry Financial Services
Experience
The Bank of New York Mellon March 2000 - Present
Skills
Banking, Department Budgeting, Management, Business Analysis, PMO, PMP, People Development, People Skills, SDLC, Team Building, Team Leadership, Team Management, Vendor Management, IT Strategy, Process Improvement, Program Management, Risk Management, Software Project..., Project Management, Requirements Analysis
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA), Information Technology, Marketing
University of Pittsburgh
Master of Science (MS), Electrical Engineering
Youngstown State University 1986 — 1990
Bachelor of Engineering (BEng), Electrical Engineering
The Bank of New York Mellon March 2000 - Present
Skills
Banking, Department Budgeting, Management, Business Analysis, PMO, PMP, People Development, People Skills, SDLC, Team Building, Team Leadership, Team Management, Vendor Management, IT Strategy, Process Improvement, Program Management, Risk Management, Software Project..., Project Management, Requirements Analysis
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA), Information Technology, Marketing
University of Pittsburgh
Master of Science (MS), Electrical Engineering
Youngstown State University 1986 — 1990
Bachelor of Engineering (BEng), Electrical Engineering
Adam Bromley's The Bank of New York Mellon Experience 2009 - 2009
Job Vice President, Treasury Manager at Boston Private
Industry Banking
Experience
Boston Private 2009 - Present
The Bank of New York Mellon 2009 - 2009
Alliance Bank 2004 - 2008
Education
Boston University - School of Management 2011 — 2014
MBA, Finance, Strategy & Business Analysis
Boston University 2000 — 2004
Bachelor of Arts (BA), Economics
California Bankers' Association
Formal credit training - Fundamental and Graduate programs
Boston Private 2009 - Present
The Bank of New York Mellon 2009 - 2009
Alliance Bank 2004 - 2008
Education
Boston University - School of Management 2011 — 2014
MBA, Finance, Strategy & Business Analysis
Boston University 2000 — 2004
Bachelor of Arts (BA), Economics
California Bankers' Association
Formal credit training - Fundamental and Graduate programs
Lise Blyden's The Bank of New York Mellon Experience October 1982 - Present
Job Telecom analayst at The Bank of New York
Industry Telecommunications
Experience
The Bank of New York Mellon October 1982 - Present
Education
City University of New York
Mgmt
The Bank of New York Mellon October 1982 - Present
Education
City University of New York
Mgmt
Barry Fishman's The Bank of New York Mellon Experience March 1992 - June 2009
Job Computer Software Professional
Industry Computer Software
Experience
The Bank of New York Mellon March 1992 - June 2009
Skills
VSAM, CICS, JCL, Xpediter, NDM, IBM Utilities, QMF, SPUFI, CLIST, COBOL, Endevor, Fileaid, MVS, DB2, REXX, SQL, DFSORT, Stored Procedures, Lotus Notes, SQL Server, XML, Windows, T-SQL, HTML, Excel, Word, Global Custody, VM/CMS, Syncsort, TSO, Easytrieve, ISPF, IMS DB/DC, DB2/SQL, IDMS, IBM Mainframe, Mainframe, Intertest, z/OS, OS/390, Omegamon, SDSF, FTP, PL/1, Visio, Unix, Microsoft Excel, Endeavor, Data Modeling, Microsoft SQL Server
Education
New York University - Leonard N. Stern School of Business 1975 — 1979
MBA, Accounting, Computer Science
City University of New York-Brooklyn College 1972 — 1975
BS, Computer Science, Accounting
The Bank of New York Mellon March 1992 - June 2009
Skills
VSAM, CICS, JCL, Xpediter, NDM, IBM Utilities, QMF, SPUFI, CLIST, COBOL, Endevor, Fileaid, MVS, DB2, REXX, SQL, DFSORT, Stored Procedures, Lotus Notes, SQL Server, XML, Windows, T-SQL, HTML, Excel, Word, Global Custody, VM/CMS, Syncsort, TSO, Easytrieve, ISPF, IMS DB/DC, DB2/SQL, IDMS, IBM Mainframe, Mainframe, Intertest, z/OS, OS/390, Omegamon, SDSF, FTP, PL/1, Visio, Unix, Microsoft Excel, Endeavor, Data Modeling, Microsoft SQL Server
Education
New York University - Leonard N. Stern School of Business 1975 — 1979
MBA, Accounting, Computer Science
City University of New York-Brooklyn College 1972 — 1975
BS, Computer Science, Accounting
Robert D'Angelo's The Bank of New York Mellon Experience August 1998 - December 2011
Job Client Service Support Specialist at Computershare
Industry Financial Services
Experience
Computershare January 2012 - Present
The Bank of New York Mellon August 1998 - December 2011
Education
City University of New York City College 1968 — 1970
City University of New York-College of Staten Island 1966 — 1968
Port Richmond High School 1963 — 1966
Computershare January 2012 - Present
The Bank of New York Mellon August 1998 - December 2011
Education
City University of New York City College 1968 — 1970
City University of New York-College of Staten Island 1966 — 1968
Port Richmond High School 1963 — 1966
Daniel Husted's The Bank of New York Mellon Experience 1997 - Present
Job Senior Info Security Analyst at The Bank of New York Mellon
Industry Information Technology and Services
Experience
The Bank of New York Mellon 1997 - Present
Farmers and Traders Life 1982 - 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Mainframe, Process Improvement, Information Security, IT Management, Requirements Gathering, Unix, Business Requirements
Education
Bryant and Stratton College 1981 — 1982
AAS, Computer Sceince
State University of New York at Canton 1975 — 1976
Electical Tech
The Bank of New York Mellon 1997 - Present
Farmers and Traders Life 1982 - 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Visio, Mainframe, Process Improvement, Information Security, IT Management, Requirements Gathering, Unix, Business Requirements
Education
Bryant and Stratton College 1981 — 1982
AAS, Computer Sceince
State University of New York at Canton 1975 — 1976
Electical Tech
Janet Kwecenski's The Bank of New York Mellon Experience August 2006 - January 2009
Job Sr. Professional Services Business Consultant at Fiserv
Industry Financial Services
Experience
Fiserv June 2011 - Present
The Bank of New York Mellon August 2006 - January 2009
The Bank of New York Mellon April 1999 - August 2006
The Bank of New York Mellon July 1991 - April 1999
Skills
SQL, MS Project, Microsoft Office, Customer Service, Process Improvement, Software Documentation, Program Management, Access, Testing, Visio, SDLC, Requirements Gathering, Requirements Analysis, Project Planning, Business Analysis, Software Project..., Integration
Education
Carlow University 2007 — 2008
MBA
Carlow University 2001 — 2002
Master of Science
Carlow University 1998 — 2000
Bachelor of Arts
Forbes Road East Technical School
Data Processing and Computer Programming
Swissvale High School
Fiserv June 2011 - Present
The Bank of New York Mellon August 2006 - January 2009
The Bank of New York Mellon April 1999 - August 2006
The Bank of New York Mellon July 1991 - April 1999
Skills
SQL, MS Project, Microsoft Office, Customer Service, Process Improvement, Software Documentation, Program Management, Access, Testing, Visio, SDLC, Requirements Gathering, Requirements Analysis, Project Planning, Business Analysis, Software Project..., Integration
Education
Carlow University 2007 — 2008
MBA
Carlow University 2001 — 2002
Master of Science
Carlow University 1998 — 2000
Bachelor of Arts
Forbes Road East Technical School
Data Processing and Computer Programming
Swissvale High School
Marie Pierre-Louis's The Bank of New York Mellon Experience 1999 - 2005
Job Accounting Professional
Industry Accounting
Experience
Exit Realty Infinity 2005 - 2007
The Bank of New York Mellon 1999 - 2005
Teachers Retirement System 1995 - 1999
Education
City University of New York
Bachelor, Accounting, Business, Finance
LaGuardia Community College
Associate degree, Accounting, Business, Finance
Seminole State College
Programming
Exit Realty Infinity 2005 - 2007
The Bank of New York Mellon 1999 - 2005
Teachers Retirement System 1995 - 1999
Education
City University of New York
Bachelor, Accounting, Business, Finance
LaGuardia Community College
Associate degree, Accounting, Business, Finance
Seminole State College
Programming
Donna Panagiotou's The Bank of New York Mellon Experience May 2013 - July 2013
Job Lead Administrative Assistant at EQT Corporation
Industry Oil & Energy
Experience
EQT Corporation February 2015 - Present
Stratos Wealth Partners July 2013 - February 2015
The Bank of New York Mellon May 2013 - July 2013
Legend Financial Advisors, Inc. August 2005 - February 2013
Superior Court of Pennsylvania January 1988 - December 2002
University of Pittsburgh Katz Graduate School of Business March 1987 - January 1988
Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Access, Proofreading, Marketing Communications, Newsletters, Event Planning, Marketing
Education
Geneva College 2009 — 2011
Bachelor's Degree
Duquesne University
Carnegie Mellon University
EQT Corporation February 2015 - Present
Stratos Wealth Partners July 2013 - February 2015
The Bank of New York Mellon May 2013 - July 2013
Legend Financial Advisors, Inc. August 2005 - February 2013
Superior Court of Pennsylvania January 1988 - December 2002
University of Pittsburgh Katz Graduate School of Business March 1987 - January 1988
Skills
PowerPoint, Editing, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Outlook, Access, Proofreading, Marketing Communications, Newsletters, Event Planning, Marketing
Education
Geneva College 2009 — 2011
Bachelor's Degree
Duquesne University
Carnegie Mellon University
Leon Goekjian's The Bank of New York Mellon Experience March 2000 - June 2008
Job Financial Analyst
Industry Financial Services
Experience
Bank of America November 2011 - Present
Bank of America November 2011 - Present
Northrop Grumman August 2010 - January 2012
Northrop Grumman Information Systems August 2010 - January 2011
SSI Investment Management Inc. June 2008 - March 2010
The Bank of New York Mellon March 2000 - June 2008
Bank of America February 1996 - January 2000
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Equities, Finance, Microsoft Excel, Asset Management, Account Reconciliation, Auditing, Bloomberg, Investments, Accounting, Banking, Management, Strategic Financial..., Loans, Corporate Finance, Valuation, Credit, Financial Reporting, Financial Services, Mutual Funds, Hedge Funds, Derivatives, Risk Management, Fixed Income
Education
Investment Banking Institute 2010 — 2011
IBI Certification, DCF analysis, Company Valuations, LBO model.
California State University-Los Angeles
B.S., Economics & Accounting
Bank of America November 2011 - Present
Bank of America November 2011 - Present
Northrop Grumman August 2010 - January 2012
Northrop Grumman Information Systems August 2010 - January 2011
SSI Investment Management Inc. June 2008 - March 2010
The Bank of New York Mellon March 2000 - June 2008
Bank of America February 1996 - January 2000
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Equities, Finance, Microsoft Excel, Asset Management, Account Reconciliation, Auditing, Bloomberg, Investments, Accounting, Banking, Management, Strategic Financial..., Loans, Corporate Finance, Valuation, Credit, Financial Reporting, Financial Services, Mutual Funds, Hedge Funds, Derivatives, Risk Management, Fixed Income
Education
Investment Banking Institute 2010 — 2011
IBI Certification, DCF analysis, Company Valuations, LBO model.
California State University-Los Angeles
B.S., Economics & Accounting
Shalini O'Suilleabhain's The Bank of New York Mellon Experience August 2008 - Present
Job Service Director at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon August 2008 - Present
Credit Suisse November 2005 - August 2008
AllianceBernstein July 2002 - May 2005
Skills
Mutual Funds, Asset Management, Financial Services, Equities, Asset Managment, Fixed Income
Education
Boston University 1998 — 2002
BS, Finance
The Bank of New York Mellon August 2008 - Present
Credit Suisse November 2005 - August 2008
AllianceBernstein July 2002 - May 2005
Skills
Mutual Funds, Asset Management, Financial Services, Equities, Asset Managment, Fixed Income
Education
Boston University 1998 — 2002
BS, Finance
Paul Even's The Bank of New York Mellon Experience 2008 - 2010
Job Senior Accountant at Crittenton Development Corporation
Industry Hospital & Health Care
Experience
Crittenton Development Corporation May 2014 - Present
Crittenton Home Care September 2013 - May 2014
Crittenton Home Care August 2012 - September 2013
The Bank of New York Mellon 2008 - 2010
The Bank of New York Mellon 2005 - 2008
The Bank of New York Mellon 2003 - 2005
The Bank of New York Mellon 2000 - 2003
The Bank of New York Mellon 1997 - 2000
Sweet Ideas 1996 - 1997
Skills
Account Reconciliation, Investments, Accounting, Banking, Accounts Payable, Tax, Insurance, Leadership, Securities, Financial Services, Customer Service, Relationship Management, Series 63, Finance, Invoicing, Equities, Management, Mutual Funds, Process Improvement, Lotus Notes, Business Analysis, Microsoft Excel, Valuation, Trading, Team Leadership, Asset Management, Alternative Investments, Sales, Real Estate, Financial Analysis, CRM
Education
Central Michigan University
B.S.B.A, Finance
Walsh College
M.B.A., Finance
Crittenton Development Corporation May 2014 - Present
Crittenton Home Care September 2013 - May 2014
Crittenton Home Care August 2012 - September 2013
The Bank of New York Mellon 2008 - 2010
The Bank of New York Mellon 2005 - 2008
The Bank of New York Mellon 2003 - 2005
The Bank of New York Mellon 2000 - 2003
The Bank of New York Mellon 1997 - 2000
Sweet Ideas 1996 - 1997
Skills
Account Reconciliation, Investments, Accounting, Banking, Accounts Payable, Tax, Insurance, Leadership, Securities, Financial Services, Customer Service, Relationship Management, Series 63, Finance, Invoicing, Equities, Management, Mutual Funds, Process Improvement, Lotus Notes, Business Analysis, Microsoft Excel, Valuation, Trading, Team Leadership, Asset Management, Alternative Investments, Sales, Real Estate, Financial Analysis, CRM
Education
Central Michigan University
B.S.B.A, Finance
Walsh College
M.B.A., Finance
John (Jay) Nebel, MPM, CISA, CIA, QSA's The Bank of New York Mellon Experience January 2006 - March 2010
Job Security Consultant at Trustwave
Industry Financial Services
Experience
Trustwave September 2014 - Present
ControlCase June 2012 - August 2014
Dollar Bank 2010 - April 2012
The Bank of New York Mellon January 2006 - March 2010
Modis 2010 - 2010
Allegheny Energy 1996 - 2005
Skills
IT Audit, CISA, SOX, Compliance, Risk Assessment, Internal Controls, Risk, PCI DSS, PCI Standards, Internal Audit, Auditing, Help Desk Support, Business Continuity, Financial Risk, ITIL, Information Technology, Enterprise Risk..., Process Improvement, Information Security, Information Security..., Sarbanes-Oxley, Sarbanes-Oxley Act, ISO 27001
Education
Carnegie Mellon University 1987 — 1991
MPM, Information Systems and Health Administration
Indiana University of PA 1981 — 1983
B.S., Management Information Systems
St. Thomas DHS
Trustwave September 2014 - Present
ControlCase June 2012 - August 2014
Dollar Bank 2010 - April 2012
The Bank of New York Mellon January 2006 - March 2010
Modis 2010 - 2010
Allegheny Energy 1996 - 2005
Skills
IT Audit, CISA, SOX, Compliance, Risk Assessment, Internal Controls, Risk, PCI DSS, PCI Standards, Internal Audit, Auditing, Help Desk Support, Business Continuity, Financial Risk, ITIL, Information Technology, Enterprise Risk..., Process Improvement, Information Security, Information Security..., Sarbanes-Oxley, Sarbanes-Oxley Act, ISO 27001
Education
Carnegie Mellon University 1987 — 1991
MPM, Information Systems and Health Administration
Indiana University of PA 1981 — 1983
B.S., Management Information Systems
St. Thomas DHS
Jeffrey Huie's The Bank of New York Mellon Experience March 2008 - April 2010
Job Bond Operations Processor 4 at U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2012 - Present
Winter Wyman Financial Contracting March 2011 - February 2012
The Mergis Group June 2010 - August 2010
The Bank of New York Mellon March 2008 - April 2010
Accountemps November 2007 - March 2008
State Street Corporation July 2003 - August 2007
Skills
Human Resources, Analysis, Finance, Management, Investments, Forecasting, Portfolio Management, Accounting, Internal Audit, Mutual Funds
Education
Boston University 1997 — 2001
BA, Innternational Relations, Economics
U.S. Bank March 2012 - Present
Winter Wyman Financial Contracting March 2011 - February 2012
The Mergis Group June 2010 - August 2010
The Bank of New York Mellon March 2008 - April 2010
Accountemps November 2007 - March 2008
State Street Corporation July 2003 - August 2007
Skills
Human Resources, Analysis, Finance, Management, Investments, Forecasting, Portfolio Management, Accounting, Internal Audit, Mutual Funds
Education
Boston University 1997 — 2001
BA, Innternational Relations, Economics
Jeff Silino's The Bank of New York Mellon Experience January 2006 - January 2007
Job Claims Service Representative 2 at The New York State Insurance Fund
Industry Insurance
Experience
The New York State Insurance Fund January 2015 - Present
The New York State Insurance Fund January 2011 - Present
Syracuse City School District September 2008 - January 2011
The Bank of New York Mellon January 2006 - January 2007
Skills
Teaching, Public Speaking, Staff Development, Tutoring, Curriculum Design, Curriculum Development, Classroom, Higher Education, Lesson Planning, Educational Technology
Education
Saint Lawrence University 2001 — 2005
B.S., Math/Economics Combined
Canisius College 2007 — 2008
Secondary Mathematics Education Certification
The New York State Insurance Fund January 2015 - Present
The New York State Insurance Fund January 2011 - Present
Syracuse City School District September 2008 - January 2011
The Bank of New York Mellon January 2006 - January 2007
Skills
Teaching, Public Speaking, Staff Development, Tutoring, Curriculum Design, Curriculum Development, Classroom, Higher Education, Lesson Planning, Educational Technology
Education
Saint Lawrence University 2001 — 2005
B.S., Math/Economics Combined
Canisius College 2007 — 2008
Secondary Mathematics Education Certification
Patrick Saracino's The Bank of New York Mellon Experience June 2010 - August 2010
Job Analyst at Citi
Industry Banking
Experience
Citi April 2013 - Present
KLS Professional Advisors, LLC July 2012 - April 2013
Citigroup May 2011 - August 2011
The Bank of New York Mellon June 2010 - August 2010
Skills
Bloomberg, Financial Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business
City University London 2010 — 2011
Finance
Citi April 2013 - Present
KLS Professional Advisors, LLC July 2012 - April 2013
Citigroup May 2011 - August 2011
The Bank of New York Mellon June 2010 - August 2010
Skills
Bloomberg, Financial Analysis
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business
City University London 2010 — 2011
Finance
Norma Lojano's The Bank of New York Mellon Experience September 2006 - May 2008
Job Staff Accountant at Premier Home Health Care Services, Inc.
Industry Accounting
Experience
Premier Home Health Care Services, Inc November 2012 - Present
The Bank of New York Mellon September 2006 - May 2008
Skills
Accounting, Financial Accounting, Customer Service, Microsoft Office, Financial Analysis, Teamwork, Financial Reporting, Account Reconciliation, Tax, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Payroll, Outlook, Accounts Receivable, General Ledger, Bookkeeping, QuickBooks
Education
City University of New York-Herbert H. Lehman College 2011 — 2013
Master's Degree, Accounting
City University of New York-Herbert H. Lehman College 2009 — 2011
Bachelor's Degree, Accounting
Westchester Community College 2006 — 2009
Associate's Degree, Accounting
Premier Home Health Care Services, Inc November 2012 - Present
The Bank of New York Mellon September 2006 - May 2008
Skills
Accounting, Financial Accounting, Customer Service, Microsoft Office, Financial Analysis, Teamwork, Financial Reporting, Account Reconciliation, Tax, Microsoft Excel, Microsoft Word, Accounts Payable, PowerPoint, Payroll, Outlook, Accounts Receivable, General Ledger, Bookkeeping, QuickBooks
Education
City University of New York-Herbert H. Lehman College 2011 — 2013
Master's Degree, Accounting
City University of New York-Herbert H. Lehman College 2009 — 2011
Bachelor's Degree, Accounting
Westchester Community College 2006 — 2009
Associate's Degree, Accounting
Shelly Gordon-Tonge, CAMS's The Bank of New York Mellon Experience June 2004 - May 2011
Job Vice President, SAR Team Lead, Citibank NA, Tampa, FL
Industry Banking
Experience
Citibank Tampa, Fl June 2013 - Present
Citibank, N.A. May 2011 - Present
The Bank of New York Mellon June 2004 - May 2011
Citigroup April 1984 - June 2004
Skills
Due Diligence, Correspondent Banking, AML, OFAC, KYC, USA PATRIOT Act, Bank Secrecy Act, Fraud, CAMS, Banking, Financial Risk, Securities
Education
City University of New York-Hunter College 1999 — 2003
BS, Accounting
Citibank Tampa, Fl June 2013 - Present
Citibank, N.A. May 2011 - Present
The Bank of New York Mellon June 2004 - May 2011
Citigroup April 1984 - June 2004
Skills
Due Diligence, Correspondent Banking, AML, OFAC, KYC, USA PATRIOT Act, Bank Secrecy Act, Fraud, CAMS, Banking, Financial Risk, Securities
Education
City University of New York-Hunter College 1999 — 2003
BS, Accounting
Jordan Abrams's The Bank of New York Mellon Experience December 2011 - Present
Job Relationship Manager at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon December 2011 - Present
The Bank of New York Mellon November 2010 - December 2011
The Bank of New York Mellon August 2007 - November 2010
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Equities, CRM, Asset Allocation, Financial Services, Asset Management, Strategic Financial..., Relationship Management, Bloomberg, Financial Analysis, Investment Management, Alternative Investments, Private Banking, Wealth Management..., Loans, Financial Modeling, Estate Planning, Valuation
Education
Boston University 2009 — 2011
Certificate in Financial Planning from Boston University, Financial Planning
Wheaton College (MA) 2003 — 2007
BA, Psychology, Spanish
The Bank of New York Mellon December 2011 - Present
The Bank of New York Mellon November 2010 - December 2011
The Bank of New York Mellon August 2007 - November 2010
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Equities, CRM, Asset Allocation, Financial Services, Asset Management, Strategic Financial..., Relationship Management, Bloomberg, Financial Analysis, Investment Management, Alternative Investments, Private Banking, Wealth Management..., Loans, Financial Modeling, Estate Planning, Valuation
Education
Boston University 2009 — 2011
Certificate in Financial Planning from Boston University, Financial Planning
Wheaton College (MA) 2003 — 2007
BA, Psychology, Spanish
John Lomartire's The Bank of New York Mellon Experience March 2008 - March 2011
Job Budget Administrative Assistant at JM HNRCA, Tufts University
Industry Financial Services
Experience
Tufts University 2011 - Present
The Bank of New York Mellon March 2008 - March 2011
Skills
Financial Analysis, Customer Service, Microsoft Office, Grants, Public Speaking, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Access
Education
Bridgewater State College 2003 — 2007
Bachelor of Arts (BA), Communications
Tufts University 2011 - Present
The Bank of New York Mellon March 2008 - March 2011
Skills
Financial Analysis, Customer Service, Microsoft Office, Grants, Public Speaking, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Access
Education
Bridgewater State College 2003 — 2007
Bachelor of Arts (BA), Communications
Colleen McGraw's The Bank of New York Mellon Experience December 2005 - August 2008
Job Student at Bryant and Stratton College
Industry Accounting
Experience
Home HeadQuarters 2008 - 2011
The Bank of New York Mellon December 2005 - August 2008
Skills
Excel, Word, Account Management, Attention To Detail, Budgeting, Organizing, Crystal Reports, Financial Reporting, Reporting & Analysis, Compliance Management, Contract Management, Contract Review, Grant Management, Grants Administration, Inventory Management, Team Leadership, Microsoft Office, Program Management, Quality Management, Qualitative Research, Quickbooks, Risk Management, Problem Solving, Troubleshooting, Teamwork, Tax, Microsoft Word
Education
Bryant and Stratton College 2011 — 2012
Associate's degree, Accounting
Syracuse University 2007 — 2008
Home HeadQuarters 2008 - 2011
The Bank of New York Mellon December 2005 - August 2008
Skills
Excel, Word, Account Management, Attention To Detail, Budgeting, Organizing, Crystal Reports, Financial Reporting, Reporting & Analysis, Compliance Management, Contract Management, Contract Review, Grant Management, Grants Administration, Inventory Management, Team Leadership, Microsoft Office, Program Management, Quality Management, Qualitative Research, Quickbooks, Risk Management, Problem Solving, Troubleshooting, Teamwork, Tax, Microsoft Word
Education
Bryant and Stratton College 2011 — 2012
Associate's degree, Accounting
Syracuse University 2007 — 2008
Edmond Clarke's The Bank of New York Mellon Experience January 1999 - January 2011
Job Seminar Assistant / Coordinator at Kelly Services
Industry Banking
Experience
Kelly Services October 2012 - Present
BNY Mellon July 1985 - April 2011
THE BANK OF NEW YORK MELLON January 1999 - January 2011
THE BANK OF NEW YORK January 1995 - January 1999
Check Services January 1991 - January 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Cash Flow, General Ledger, PeopleSoft, AML, Account Reconciliation, Accounts Receivable, Mortgage Lending, Credit, Accounting, Banking, Training, Risk Management, Payments, Cash Management, Financial Analysis, Analysis, Finance, Financial Risk, Process Improvement, Financial Services, Business Analysis, Strategic Financial..., Auditing, Fixed Income, Relationship Management, Credit Risk, Management, Corporate Finance, Treasury Management, Retail Banking, Credit Analysis, Portfolio Management, Loans, Mutual Funds, Commercial Banking, Lotus Notes, Investments
Education
City University of New York City College 1982 — 1985
City College 1982 — 1984
Electrical Engineering
Kelly Services October 2012 - Present
BNY Mellon July 1985 - April 2011
THE BANK OF NEW YORK MELLON January 1999 - January 2011
THE BANK OF NEW YORK January 1995 - January 1999
Check Services January 1991 - January 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Cash Flow, General Ledger, PeopleSoft, AML, Account Reconciliation, Accounts Receivable, Mortgage Lending, Credit, Accounting, Banking, Training, Risk Management, Payments, Cash Management, Financial Analysis, Analysis, Finance, Financial Risk, Process Improvement, Financial Services, Business Analysis, Strategic Financial..., Auditing, Fixed Income, Relationship Management, Credit Risk, Management, Corporate Finance, Treasury Management, Retail Banking, Credit Analysis, Portfolio Management, Loans, Mutual Funds, Commercial Banking, Lotus Notes, Investments
Education
City University of New York City College 1982 — 1985
City College 1982 — 1984
Electrical Engineering
Ross McGowan's The Bank of New York Mellon Experience July 2008 - August 2011
Job VP of Data Science at CivicScience
Industry Investment Banking
Experience
CivicScience June 2012 - Present
Carnegie Mellon University August 2011 - May 2012
The Bank of New York Mellon July 2008 - August 2011
BNY Mellon July 2007 - July 2008
Skills
SAS, R, SQL, Statistics, HTML, CSS
Education
Carnegie Mellon University 2011 — 2012
Master's, Statistical Practice
Cornell University 2002 — 2006
Bachelor of Arts, Economics
CivicScience June 2012 - Present
Carnegie Mellon University August 2011 - May 2012
The Bank of New York Mellon July 2008 - August 2011
BNY Mellon July 2007 - July 2008
Skills
SAS, R, SQL, Statistics, HTML, CSS
Education
Carnegie Mellon University 2011 — 2012
Master's, Statistical Practice
Cornell University 2002 — 2006
Bachelor of Arts, Economics
Sandra Henry Williams's The Bank of New York Mellon Experience 2004 - 2011
Job Senior Analyst Citi
Industry Financial Services
Experience
Citi July 2011 - Present
The Bank of New York Mellon 2004 - 2011
Education
Boston University 2000 — 2003
Master of Business Administration (M.B.A.)
Citi July 2011 - Present
The Bank of New York Mellon 2004 - 2011
Education
Boston University 2000 — 2003
Master of Business Administration (M.B.A.)
CIBC
BMO Financial Group
Bank of Montreal
Bank of New York Mellon
ABN AMRO
The Bank of New York
ABN AMRO Bank N.V.
Banco Popular de Puerto Rico