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
Pearson North America June 2010 - Present
OCI Inc. November 2007 - June 2010
The Bank of New York Mellon August 2006 - October 2007
Skills
Account Management, Salesforce.com, Email Marketing, CRM, Marketing, Sales, Management, Leadership, Social Media Marketing, Strategic Planning, Microsoft Office, Social Media, Marketing Communications, Marketing Strategy, Training, Business Analysis, Microsoft Excel
Education
State University of New York at Albany 2004 — 2006
Bachelor of Applied Science (BASc), Economics
Mohawk Valley Community College-Utica Branch 2002 — 2004
Associate's degree, Computer Information Systems
Wellington Management July 2011 - Present
Yale School of Management September 2009 - July 2011
Thomson Reuters June 2010 - August 2010
The Bank of New York Mellon April 2007 - September 2009
First Investors Management Company July 2004 - April 2007
First Investors Life Insurance Company October 2003 - July 2004
Skills
Financial Modeling, Valuation, Bloomberg, Fixed Income, Hedge Funds, Financial Analysis, Investment Banking, Equities, Capital Markets, Private Equity, Derivatives, Corporate Finance, Emerging Markets, Investments, Due Diligence, Economics, Data Analysis, Quantitative Analytics, Asset Managment, Alternative Investments, Portfolio Management, Investment Management, Trading, Bonds
Education
Yale School of Management 2009 — 2011
Master of Business Administration (MBA)
Middlebury College 1999 — 2003
Bachelor of Arts (BA); coursework, Economics (minor in Spanish)
Universidad Carlos III de Madrid 2002 — 2002
N/A, Spanish language & history
U.S. Customs and Border Protection July 2015 - Present
United States Army Reserve November 2008 - Present
THE BANK OF NEW YORK MELLON January 2007 - Present
The Bank of New York Mellon June 2006 - Present
JPMorgan Chase May 2001 - June 2006
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Business Administration
2004 - 2008 HUNTER COLLEGENew
Bachelors of Science, Accounting
2009- 2011KELLER GRADUTE SCHOOL OF MANAGEMENTNew
Master, Business Administration; Accounting
The Bank of New York Mellon Vice President - Relationship ManagerThe Bank of New York MellonDecember 1995 - Present
The Bank of New York Mellon May 2002 - December 2007
Cable Holdings Inc. 1980 - 1995
Skills
Accounting, Time Management, Securities, Risk Management, Relationship Management, Portfolio Management, Mutual Funds, Investments, Hedge Funds, Alternative Investments, Asset Management, Back Office, Banking, Bloomberg, Capital Markets, Derivatives, Equities, Financial Analysis, Financial Modeling, Financial Services, Fixed Income
Education
Mercy College 1999 — 2001
MBA, Banking
Mercy College 1998 — 2000
Masters in banking, Banking
Araullo University 1971 — 1975
BS Business Administration, Accounting
Citi April 2014 - Present
Capital One Bank April 2011 - April 2014
The Bank Of New York Mellon May 2005 - April 2011
HSBC March 2005 - May 2005
Citibank 2000 - 2005
Citibank 1996 - 2000
Skills
Treasury Services, Banking, Treasury Management, Cash Management, Internet Banking, Payments, Commercial Banking, Security, Program Management, Management, ACH, Risk Management, Integration, Financial Services, Financial Risk, Credit Cards, Relationship Management, Portfolio Management, AML, Electronic Payments, Leadership, Financial Analysis, Business Analysis, SWIFT payments, Payment Systems, Financial Institutions, Operational Risk, Financial Transactions, Vendor Management, Product Management, KYC, Treasury, Operational Risk..., Mobile Banking, OFAC, Transaction Processing, Business Requirements, Cross Selling, FX Options, Core Banking, Anti Money Laundering
Education
Molloy College 1991 — 1995
Bachelor of Arts, Business Management and Psychology
Lawrence High School
BNY Mellon September 2011 - Present
The Bank of New York Mellon October 2007 - September 2011
Bank of New York Mellon March 2007 - October 2007
The Bank of New York Mellon May 2006 - March 2007
Wegmans Food Markets September 2000 - November 2006
The Bank of New York Mellon January 2006 - May 2006
Skills
Mutual Funds, Securities, Fixed Income, Equities, Corporate Actions, Asset Managment, Banking, Portfolio Management, Derivatives, Global Custody, Hedge Funds, Asset Allocation, Account Reconciliation, Accounting, Asset Management, Financial Reporting, Settlement, Strategic Financial...
Education
Le Moyne College 2002 — 2006
Bachelor's, Business Administration, Management, Economics, Philosophy
The American University in Cairo 2004 — 2004
The Bank of New York Mellon April 2007 - Present
Skills
C#, SQL, PMP, Certified Scrum Master..., ALM, QTP, OOP, OOAD, Security, .NET, C++, Java, jQuery, ORM, OLAP, OLTP, Oracle, T-SQL, PL/SQL, ETL, Business Objects, Crystal Reports, SSIS, SSRS, SSAS, WebSphere MQ, LDAP, RUP, UML, RFP, ERP, LAN-WAN, Data Center, Financial Accounting, Portfolio Management, Cash Management, Transaction Processing, Entrepreneurship, Business Modeling, Enterprise Architecture, Business Analysis
Education
Washington University in St. Louis 2003 — 2004
MS
National Central University 1992 — 1997
Bachelor of Business Administration (BBA)
Moore Capital Management July 2013 - Present
The Bank of New York Mellon July 2006 - July 2013
Skills
Bank Loans, Fund Accounting, Fixed Income, Fund Administration, Corporate Actions, Distressed Debt, Equities, Securities, Mutual Funds, Bloomberg Terminal, Hedge Funds, Microsoft Excel, Alternative Investments, Derivatives, Bonds, Account Reconciliation, Bloomberg, Back Office, Bank Reconciliation, Sunguard
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
Nassau Community College
Associate of Arts (A.A.), Business Administration and Management, General
Carey Financial, LLC November 2014 - Present
BNY Mellon February 2014 - October 2014
BNY Mellon November 2011 - February 2014
Bank of New York Mellon March 2011 - November 2011
The Bank of New York Mellon July 2010 - March 2011
OutSofting Beijing January 2010 - February 2010
Business Technology Partners May 2009 - January 2010
Certa Pro Ltd. June 2008 - August 2008
Skills
Banking, Business Strategy, Strategic Planning, Mandarin, CRM, Chinese, Product Management, Market Research, Business Analysis, Financial Analysis, Business Planning, New Business Development, Portfolio Management, Finance, Management, Strategy, Asset Management, Investments, Strategic Partnerships, Relationship Management, Business Development, Leadership, Product Development, Marketing
Education
CFA® Institute 2015 — 2018
CANDIDATE, Quant, Economics, Financial Reporting & Analysis, Portfolio Management, Credit, Equity, Fixed Income
Roger Williams University 2006 — 2010
Bachelor of Science, Gabelli School of Business
Lingnan University 2008 — 2009
Finance, Managment Theory, Mandarin Chinese, Chinese Culture
University of Chicago Booth School of Business August 2014 - Present
Personal Capital June 2015 - August 2015
Sangam Ventures March 2013 - April 2014
Goldman Sachs July 2009 - February 2013
The Solaris Group, LLC June 2008 - August 2008
The Bank of New York Mellon September 2007 - December 2007
Skills
Investment Management, Financial Modeling, Equities, Valuation, Fixed Income, Capital Markets, Private Equity, Economics, Alternative Investments, Emerging Markets, Asset Management, Series 7, Venture Capital, Data Analysis, Business Strategy
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2005 — 2009
BA
Monterey Institute of International Studies
Graduate Certificate, Social Enterprise and Impact Investing
New York University
The Bank of New York Mellon March 2005 - Present
Boys and Girls Harbor, Inc. May 2002 - March 2005
The National Urban League October 2000 - May 2002
Skills
Fund Administration, Bloomberg, Fixed Income, Equities, ETFs, Asset Management, Mutual Funds, Derivatives, Fund Accounting, Alternative Investments, Banking, Securities, Trading, Financial Modeling, Portfolio Management, Capital Markets, Investments, Hedge Funds, Valuation, Financial Services, Financial Analysis
Education
New York University 2013 — 2014
Certificate in International Banking Risk and Regulation
Long Island University, Brooklyn Campus 2003 — 2005
Master of Business Administration (MBA), Finance
Lincoln University 1995 — 2000
Bachelor's degree, Double Major: Accounting & Business Administration
Zions Bancorporation August 2014 - Present
The Bank of New York Mellon October 2006 - August 2014
JP Morgan Chase March 2005 - October 2006
Amalgamated Bank March 2004 - March 2005
Northern Trust May 2000 - August 2003
JP Morgan Chase October 1994 - May 2000
Ernst & Young September 1990 - November 1993
Education
Miami University 1986 — 1990
Miami University 1986 — 1990
BNY Mellon June 2013 - Present
BNY Mellon July 2012 - June 2013
BNY Mellon March 2012 - July 2012
The Bank of New York Mellon April 2010 - March 2012
The Bank of New York Mellon September 2007 - April 2010
Trust Navigator/Tom Roulston Investment Partners January 2007 - May 2007
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Account Reconciliation, Bank Reconciliation, Corporate Trust, Credit Risk, Financial Modeling, Loans, Corporate Finance, Risk Management, Credit Analysis, Treasury Management, Finance, Analysis, Credit, Financial Risk, Internal Audit, Auditing, Fixed Income, Cash Flow, Leadership, Underwriting, Valuation, Financial Services, Industry Analysis, Leveraged Transactions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance
John Carroll University 2003 — 2007
BS/BA, Finance and Economics
U S Trust, Bank of America Private Wealth Management October 2012 - Present
The Bank of New York Mellon July 2008 - September 2012
The Bank of New York June 1982 - July 2008
Skills
Wealth Management, Trust Management, Estate Administration, Asset Allocation, Trusts, High Net Worth..., Trust Services, Investments, Investment Management, Estate Planning, Valuation, Wealth Management..., Securities, Asset Management, Financial Services, Equities, Alternative Investments, Portfolio Management
Education
Institute for Paralegal Training
Certificate of Graduation, Estates and Trusts
Michigan State University
Bachelor of Arts, Humanities - Pre-Law, Magna Cum Laude
St. Clair County Community College
Associate Arts, History
The Bank of New York Mellon March 2010 - Present
Associated Group Management January 1993 - June 2009
Thomas Geisler & Associates January 1991 - January 1993
Pro System FX Tax Service January 1981 - January 1990
Skills
Banking, Financial Reporting, Project Management, Bank Reconciliation, Financial Risk, Innovation Management, Innovation, Key Performance..., Relationship Management, Vendor Relationships, Quicken, Social Media Marketing, Compliance, Newsletters, Risk Assessment, Vendor Management, Writing, QuickBooks, Training, Account Reconciliation, Tax, Risk Management, PeopleSoft, Management, Financial Analysis, Customer Service, Analysis, Finance, Process Improvement
Education
La Roche College 1984 — 1986
B.A., Administration & Management
Community College of Allegheny 1978 — 1981
A.S, Computer Science
ShoreGroup December 2014 - Present
ShoreGroup May 2014 - December 2014
ShoreGroup October 2013 - May 2014
The Bank of New York Mellon June 2009 - May 2014
Wegmans Food Markets August 2004 - June 2009
Skills
Microsoft Excel, Microsoft Office, Management, Time Management, PowerPoint, Microsoft Word, Financial Analysis, Accounting, Customer Service, Customer Satisfaction, Networking, Social Media, Leadership
Education
Columbia College 2012 — 2012
Master of Business Administration (MBA)
Le Moyne College 2006 — 2009
Castaway Technologies LLC January 2015 - Present
THE BANK OF NEW YORK MELLON January 2001 - March 2012
MELLON FINANCIAL CORPORATION January 1992 - January 2001
HOME OWNERS SAVINGS BANK January 1987 - January 1992
Skills
Financial Reporting, Internal Controls, Financial Analysis, Forecasting, Accounting, Finance, Strategic Financial..., Cash Management, Analysis, General Ledger, Account Reconciliation, Due Diligence, Mergers & Acquisitions, Accounts Receivable, Budgets, Financial Planning
Education
Merrimack College
BS, Finance
North Andover
Standard Chartered Bank April 2013 - Present
JPMorgan Chase May 2011 - April 2013
JPMorgan Chase August 2009 - May 2011
The Bank of New York Mellon April 2008 - August 2009
Pyramid Management Group August 2006 - April 2008
Skills
Banking, Relationship Management, Financial Analysis, Sales, Risk Management, Customer Service, Finance, Microsoft Excel, Microsoft Office, Financial Services, Hedge Funds, Commercial Banking
Education
Le Moyne College 2002 — 2006
Bachelors of Arts, English Literature
Bank of America June 2014 - Present
Computershare January 2012 - May 2014
The Bank of New York Mellon August 2000 - December 2011
Merrill Lynch & Co. July 1990 - August 2000
Education
Pace University 2009 — 2013
Graduate, Software Engineering and Information Security
Marist College 1986 — 1990
B.S., Computer Science
JPMorgan Chase December 2012 - Present
Mary Kay Cosmetics April 2005 - Present
THE BANK OF NEW YORK MELLON April 1997 - December 2010
The Bank of New York Mellon April 1997 - January 2003
Banker's Trust Company January 1994 - April 1997
BANKER'S TRUST COMPANY January 1989 - January 1994
Skills
Skin Care, Cosmetics, Customer Service, Training, AML, Management, Financial Services, Direct Sales, Accounting, Social Media, Investments, Credit, Financial Analysis, Cash Management, Mutual Funds, Relationship Management, Fundraising, Small Business, Sales Management, Anti Money Laundering, Banking, Equities, Risk Management
Education
Mercy College 1999 — 2003
Bachelor of Science (BS) -, Business Administration / Banking with Specialty in Security Industries, Cum Laude
Kelmar Associates July 2012 - Present
The Bank of New York Mellon May 2011 - September 2011
Hampshire Dining Common January 2009 - May 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Queensland, School of Business 2010 — 2010
Northeastern University
Master of Business Administration (MBA), Accounting and Finance
The Bank of New York Mellon August 2010 - Present
The Bank of New York Mellon August 2006 - August 2010
The Bank of New York March 2001 - March 2007
The Bank of New York January 2001 - January 2006
Skills
Credit, AML, Access, Analysis, Banking, Branch Banking, Cash Management, Customer Service, Due Diligence, Financial Analysis, Accounting, Commercial Banking, Financial Reporting, Leadership, Forecasting, Auditing, Financial Services, Management, Strategy, Treasury Management, Anti Money Laundering, Microsoft Word, Microsoft Excel
Education
Mercy College
Master of Science, Banking; Business Administration
Jon Stroble and Associates
Pace University - Lubin School of Business 1988 — 1992
BBA, International Management
Retired and enjoying Life. August 2014 - Present
The Bank of New York Mellon 1999 - 2009
The Bank of New York 1988 - 1999
Merrilly Lynch Inc. June 1984 - January 1988
Skills
Telecommunications, Data Center, Security, Networking, Vendor Management, Disaster Recovery, Financial Services, ITIL, Banking, Firewalls, Leadership, Management, Software Installation, SDLC, Troubleshooting, Testing, Analysis
Education
Essex Catholic High School 1967 — 1971
Kean University
BS, Management/Marketing
Securities Training Corporation
Stock Broker Training Course
Bank of America November 2010 - November 2011
The Bank of New York Mellon August 2009 - August 2009
The Bank of New York Mellon June 2007 - August 2009
The Bank of New York June 1999 - June 2007
Bankers Trust Company (now Deutsche Bank) November 1997 - June 1999
DEUTSCHE BANK (acquired BANKERS TRUST COMPANY in 1999), New York, NY 1999 - 1999
Bankers Trust November 1977 - June 1997
Automated Concepts Inc. May 1976 - November 1977
Advanced Medical Systems September 1972 - May 1976
Massachusetts General Hospital February 1969 - September 1972
Skills
Risk Management, Operational Risk..., Banking, Program Management, Information Technology, Data Center, Business Analysis, Business Continuity, PMO, Investment Banking, IT Risk Management, Disaster Recovery, Management, Financial Risk, IT Strategy, Governance, Security, SDLC, Risk Assessment, Databases, Financial Services, Information Security, Enterprise Software, Project Portfolio..., Vendor Management
Education
Massachusetts Institute of Technology 1967 — 1969
MS, EE/Computer Science
Massachusetts Institute of Technology 1963 — 1967
SB, EE/Computer Science
Deutsche Bank January 2013 - Present
The Bank of New York Mellon July 2007 - July 2013
TD Bank January 2004 - December 2006
Skills
Banking, Financial Analysis, Auditing, Account Reconciliation, Financial Reporting, Fixed Income, Asset Management, Investments, Financial Services, Bloomberg, Equities, Investment Banking, Hedge Funds, Securities, Capital Markets
Education
Montclair State University 2004 — 2007
Bachelor, Finance
BNY Mellon June 2015 - Present
National Grid October 2014 - May 2015
The Bank of New York Mellon January 2008 - October 2014
First Niagara Bank April 2003 - September 2006
Discover Business Services December 1989 - December 2001
American Express September 1988 - November 1989
P&C Food Markets September 1979 - July 1988
Skills
Customer Relations, Direct Sales, Merchant Services, Banking, Credit, Cross Selling, Customer Service, Retail, Credit Risk, Training, Insurance, Cold Calling, Sales Management, Sales, Management, Portfolio Management, Customer Retention, Relationship Management, Program Management, Strategic Partnerships, Investments, Networking, Strategy, Business Development, Executive Management, CRM
Education
Le Moyne College 1981 — 1985
BS, Business
LeMoyne College 1981 — 1985
Bachelor of Science, Business Administration
The Community Preservation Corporation June 2015 - Present
Popular Community Bank October 2006 - May 2015
The Bank of New York Mellon March 2006 - September 2006
JPMorgan Chase September 2005 - March 2006
JPMorgan Chase August 1995 - September 2005
Chemical Bank July 1978 - August 1995
Skills
Real Estate, Loans, Credit, Nonprofits, Leadership, Portfolio Management, Mergers & Acquisitions, Commercial Real Estate, Management, Community Development, Negotiation, Loan Origination, New Business Development, Leases, Affordable Housing, Commercial Mortgages, Mortgage Lending, Organizational..., Property, Real Estate Financing, Business Development, Relationship Management, Risk Management, Underwriting, Valuation
Education
New York Theological Seminary 2011 — 2014
Doctor of Ministry (DMin), Bible Engagement/Financial Empowerment/Spiritual Formation
New York Theological Seminary 1993 — 1998
Master of Divinity (MDiv), Theology
Long Island University, Brooklyn Campus 1981 — 1986
BS, Marketing, Finance
Kingsborough Community College 1978 — 1981
AAS, Business Administration and Management, General
Brinqa January 2015 - Present
The Bank of New York Mellon July 2006 - October 2014
BNY Mellon February 2009 - April 2011
BNY Mellon November 2007 - February 2009
BNY Mellon July 2006 - November 2007
JP Morgan Chase July 2003 - June 2006
Skills
Risk Management, Information Security..., Information Security, Financial Risk, IT Audit, Vendor Management, IT Strategy, Information Technology, Enterprise Risk..., Information Security..., IT Risk Management, Risk Assessment, Governance, Application Security, Vulnerability Assessment, CISSP, ISO 27001, Operational Risk..., PCI DSS, Security Controls, IT Security Operations, Operational Risk, Information Assurance, Security Metrics, Information Security..., Security Engineering, Data Security, Data Privacy, Security Architecture..., CISM, 15
Education
Kean University 1999 — 2002
BS, Computer Science
The Bank of New York Mellon October 2010 - March 2014
GlobeOp Financial Services May 2004 - January 2009
CitiCapital May 2002 - June 2003
Deutsche Bank January 2002 - April 2002
The Bank of New York October 2001 - January 2002
Lehman Brothers May 1994 - August 2001
Skills
Accounting, Fund Accounting, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Reconciliation, Fund Administration, Compliance, Advent, Derivatives, Asset Management, Mutual Funds, Securities, Financial Reporting, Middle Office, Capital Markets, Corporate Actions, Auditing, Account Reconciliation
Education
Manhattan College 1981 — 1986
BBA, Accounting/Finance
Manhattan College 1981 — 1986
Bachelor of Business Administration (B.B.A.), Accounting/Finanance
J.P. Morgan July 2015 - Present
J.P. Morgan August 2012 - Present
JPMorgan Chase July 2011 - August 2012
Johns Hopkins University Carey Business School August 2009 - March 2011
Prolong Asset Management December 2010 - January 2011
United Nations, Department of Economic and Social Affairs, Sustainable Development June 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Skills
Equity Research, DCF, Valuation, Financial Modeling, Quantitative Analytics, Corporate Finance, Bloomberg, Investment Banking, Fixed Income, Equities, Bloomberg Terminal, Monte Carlo Simulation, Derivatives, Portfolio Management, Investments, Financial Analysis, Capital Markets, Mandarin, Economics, Due Diligence, Emerging Markets, Equity Valuation
Education
The Johns Hopkins University - Carey Business School 2009 — 2011
Master, Finance
Miami University 2007 — 2009
Bachelor, Finance, Computer Science and Technology
Shanghai Jiao Tong University 2005 — 2007
Bachelor, Computer Science and Technology
Marsh & McLennan Companies, Inc. September 2012 - Present
Certified Project Managment Professional (PMP) September 2005 - Present
Morgan Stanley Smith Barney June 2010 - September 2012
The Bank of New York Mellon December 1984 - December 2009
MAJOR ACCOMPLISHMENTS January 1984 - December 2009
The Bank of New York 1998 - December 2001
Meinhard Commercial January 1981 - January 1984
Ecological Analysts, Inc January 1974 - January 1981
Skills
ITIL, Data Center, Vendor Management, Program Management, MS Project, Disaster Recovery, PMP, Software Project..., Business Continuity, IT Strategy, Change Management, Project Planning, Team Leadership, Cross-functional Team..., Strategic Planning, Team Building, Project Delivery, Business Analysis, Servers, Testing, SDLC, Management, Project Portfolio..., Requirements Analysis, Business Process..., Technical Project..., IT Management, Visio, Virtualization, Software Documentation, Risk Management, Cisco Technologies, Governance, PMO, IT Operations, Infrastructure, Operating Systems, Process Improvement, Leadership, Citrix, Integration, IT Service Management, Outsourcing, Project Management, Enterprise Architecture, VMware, SharePoint, Information Technology, Service Management, Microsoft Project
Education
Consulting Portal 2009 — 2009
ITIL V3, Business Administration
Long Island University 1979 — 1981
MBA, Information Technology
University of Florida 1973 — 1974
Master of Science, Zoology/Animal Biology
Manhattan College 1968 — 1972
Bachelor of Science, Biology, General
The Bank of New York Mellon April 2007 - Present
Vinson and Elkins December 2000 - April 2007
Wickliff & Hall March 1998 - November 2000
Texas Water Development Board January 1996 - March 1998
Skills
Structured Finance, CDO, Corporate Trust, CLO
Education
The University of Texas School of Law 1992 — 1995
J.D., Law
Louisiana State University 1987 — 1991
B.S., Business Management
BNY Mellon October 2014 - Present
BNY Mellon June 2012 - October 2014
The Bank of New York Mellon July 2007 - June 2012
Bank of New York January 2000 - July 2007
Bank of New York January 1994 - January 1999
Bank of New York July 1990 - January 1994
Skills
Hedge Funds, Derivatives, Alternative Investments, Financial Services, Capital Markets, Fixed Income, Asset Management, Securities, Mutual Funds, Equities, Management, Investments, Business Analysis, Marketing, Relationship Management, New Business Development, Marketing Strategy, Financial Markets, Banking, Loans, Bloomberg, Investor Relations, Structured Finance, Wealth Management, Finance, Series 7, Trading, Structured Products, Financial Risk, Portfolio Management, Financial Analysis, Investment Banking, Corporate Finance, Risk Management, Valuation, Investment Management, Private Equity, Asset Allocation, Financial Modeling, FX Options, Emerging Markets, Series 63, Fund Of Funds, Credit, Strategy, Mergers & Acquisitions, Strategic Financial..., Due Diligence, Bonds, Private Banking
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Finance
Middlebury College 1985 — 1989
BA, French, Art History
Université Paris X Nanterre 1987 — 1988
Masters School 1979 — 1985
The Nile Business Group, L.L.C. December 2012 - Present
The Bank of New York Mellon March 1996 - May 2011
THE BANK of New York 1996 - 2011
Skills
Global Custody, Corporate Actions, Fund Accounting, Securities, Back Office, Account Reconciliation, Fund Administration, Middle Office, Securities Lending, Euroclear, Portfolio Management, Settlement, Dividends, DTC, Collateral Management, Equities
Education
Long Island University, Brooklyn Campus 1983 — 1986
Master of Business Administration (M.B.A.), Public Accounting
Aim Shams University 1973 — 1978
Bachelor of Arts (B.A.), Accounting
BNY MELLON March 2014 - Present
The Bank of New york mellon May 2004 - February 2014
The Bank Of New York May 1994 - July 2004
BNY Mellon May 1994 - 2004
BNY Mellon 1994 - 2004
Skills
Derivatives, Fixed Income, Financial Analysis, Fund Accounting, Bloomberg, Financial Reporting, Cash Management, Banking, Financial Risk, Financial Modeling, Hedge Funds, Capital Markets, Accounting, Treasury Management, Risk Management
Education
Mercy College 1988 — 1992
Bachelor of Science (BS), Accounting and Finance
American Institute Of Banking 1989 — 1991
2 years diploma, International Banking
ATI Flat Rolled Products April 2015 - Present
ATI Metals April 2011 - April 2015
The Bank of New York Mellon February 2010 - May 2011
EDMC 2010 - February 2010
Allegheny Ludlum May 2008 - August 2008
Education
Michigan State University 2014 — 2016
Master's Certificate in Supply Chain Management & Procurement, Supply Chain Management, Procurement, Strategic Negotiations, Strategic Sourcing
Pennsylvania State University-Erie Campus 2005 — 2009
Bachelor of Science, Major in Business Economics, Finance Minor
Franklin Regional High School 2001 — 2005
High School Diploma
BNY Mellon March 2014 - Present
The Bank of New York Mellon December 2007 - March 2014
The Bank of New York Mellon May 2005 - December 2007
Richmond Communuty Services 2001 - 2004
Skills
Risk Management, AML, KYC, Quality Assurance, Banking, CRM, Reporting & Analysis, Financial Risk, Training, Auditing, Testing, MIS, Compliance, Projects, Data Analysis, USA PATRIOT Act, Bank Secrecy Act, Anti Money Laundering, Asset Management
Education
Manhattan College 1998 — 2002
BS, Computer Science, Math
Addenda Capital inc. April 2015 - Present
Addenda Capital June 2014 - April 2015
Addenda Capital Inc January 2011 - June 2014
Addenda Capital Inc January 2004 - January 2011
The Bank of New York Mellon 1997 - October 2002
Skills
Fixed Income, Microsoft Office, Performance Attribution, English, Spanish, Eagle PACE, SQL, Data Marts, Data Analysis
Education
2010 — 2011
Project Management
Canadian Securities Institute 2005 — 2005
Derivatives Fundamental Course
Canadian Securities Institute 2002 — 2003
Canadian Securities Course
Haute école Francisco Ferrer 1992 — 1997
Master's degree, Language Interpretation and Translation
O'Neil Staffing - New York Legal Temps September 2014 - Present
Unincorporated - Consultant FOR HIRE September 2011 - September 2014
CORESTAFF Services August 2008 - August 2014
The Premier Group June 2013 - July 2013
Efro Staffing Inc. May 2011 - August 2011
International AIDS Vaccine Initiative May 2011 - August 2011
The Bank of New York Mellon March 1999 - February 2008
Skills
IBM PC, WP 5.0, MS Windows 07, MS Word 6.0, Word, Excel 5.0, Excel, Access 2.0, Access, MS Windows XP, MS Outlook, Microsoft Office, IE, Lotus Notes, Mozilla Firefox, E-Mail App, Records Management, Data Entry, Administration, Kofax, Fujitsu 4097, Copiscan Scanning &..., Research: utilization..., Writing, Library, Microsoft Excel, Microsoft Word, XP, Outlook, Internet Explorer, Windows XP, Customer Service, Event Planning, Management, Nonprofits, Research, Social Media, Social Networking
Education
St. John's University 1988 — 1993
Bachelors of Science, Sociology
Kingsborough Community College 1984 — 1988
Associates of Arts, Liberal Arts
Capgemini June 2014 - July 2014
Capgemini January 2014 - March 2014
Capgemini April 2011 - December 2013
Asset Servicing, Bank of New York Mellon October 2006 - November 2009
The Bank of New York Mellon December 2007 - July 2008
BISYS Fund Services (acquired by Citi) September 2005 - September 2006
BNY Investments - LLC February 2003 - August 2005
BISYS Financial Services August 2001 - February 2003
Skills
Equities, Bloomberg, Financial Services, Hedge Funds, Valuation, Derivatives, Finance, Accounting, Investments, Mutual Funds, Asset Managment, Corporate Actions, Financial Reporting, Fixed Income, InvestOne, JIRA, Quality Center, Reuters, Fund Accounting, Eagle PACE, STAR, Change Management, Asset Management
Education
Miami University 1997 — 2001
Bachelor of Science (B.S.)
The Bank of New York Mellon January 2004 - Present
Bank of New York Mellon September 2000 - January 2004
Mellon Financial Corporation August 1999 - August 2000
FEC Mortgage Corp. February 1996 - August 1999
Abbey Financial Corporation January 1992 - May 1994
Fleet Bank September 1990 - January 1992
Lowell Institution For Savings June 1985 - September 1989
Skills
Fixed Income, Cash Management, Investments, Global Custody, Banking, Loans, Mutual Funds, Mortgage Lending, Asset Management, Securities, Risk Management
Education
Merrimack College 1981 — 1985
Bachelor of Business Administration (BBA)
Appleton Partners, Inc. February 2015 - Present
Appleton Partners, Inc. August 2012 - Present
Brown Brothers Harriman December 2010 - March 2012
The Bank of New York Mellon April 2010 - February 2011
The Bank of New York Mellon March 2007 - March 2010
The Bank of New York Mellon October 2005 - May 2007
State Street February 2005 - September 2005
State Street February 2004 - February 2005
Skills
Fixed Income, Mutual Funds, Equities, Finance, Financial Services, Alternative Investments, Analysis, Performance Attribution, Performance Measurement, Financial Risk, Hedge Funds, Asset Allocation, Microsoft Excel, Microsoft Office, Coffee
Education
Middlebury College 1999 — 2003
BA
BNY Mellon February 2015 - Present
BNY Mellon March 2012 - Present
The Bank of New York Mellon October 2006 - March 2012
JPMorgan Chase August 2003 - October 2006
Skills
Corporate Trust, Customer Service, Risk Management, Banking, Investments, Management, Asset Management, Portfolio Management, Securities, Credit, Financial Services, Bonds, Fixed Income, Structured Finance, Equities, Capital Markets, Hedge Funds, Bloomberg, Mutual Funds, Alternative Investments, Loans, Securitization, Series 7, Wealth Management, Relationship Management, Corporate Actions, Investment Banking, Financial Markets, Credit Analysis, Treasury Management, Finance, Financial Risk, CDO, Cash Management
Education
Knox College 1969 — 1971
BA, History
Lane Technical High School 1962 — 1966
VSE December 2013 - Present
Avon Walk for Breast Cancer October 2005 - Present
Barclays Investment Bank June 2013 - September 2013
Sher & Associates, LLC February 2013 - April 2013
Price Waterhouse Coopers March 2011 - August 2011
Office of the New York City Public Advocate September 2010 - February 2011
Office of New York City Comptroller John C. Liu June 2010 - September 2010
Astoria Federal Savings January 2010 - June 2010
The Bank of New York, Mellon May 2007 - June 2009
LaidLaw & Company Ltd December 2006 - May 2007
Skills
Non-profits, Governmental Liaison, Asset Management, Fixed Income, Economics, Asset Managment, Nonprofits, Government Liason, Investments, Portfolio Management, Finance, Leadership, Derivatives, Analysis, Financial Analysis, Budgets, Capital Markets, Management, Microsoft Office
Education
Long Island University 2008 — 2010
Master's in Business Administration, Finance
St. John's University, The Peter J. Tobin College of Business 2003 — 2007
Bachelor of Science, Finance
Hudson Bay Capital Management LP January 2014 - January 2015
Hudson Bay Capital Management LP December 2011 - December 2013
Hudson Bay Capital Management LP September 2011 - November 2011
The Bank of New York Mellon June 2008 - August 2008
Apache Trading LLC June 2007 - August 2007
Skills
Quantitative Analytics, Bloomberg Terminal, Financial Analysis, Trading, Risk Management, Bloomberg, Valuation, Hedge Funds, Equity Research, Investment Strategies, ETFs, Options, Corporate Finance, Financial Modeling, Equities, Portfolio Management
Education
Seton Hall University 2009 — 2011
MBA, Finance
Muhlenberg College 2005 — 2009
BS, Finance
Watchung Hills Regional High School 2001 — 2005
High School Diploma
Gap Inc. October 2014 - Present
L'Oréal October 2012 - October 2014
The Bank of New York Mellon November 2010 - September 2011
The Bank of New York Mellon May 2008 - October 2010
Skills
Financial Services, Leadership, Strategic Planning, Teamwork, Risk Assessment, Coaching, Accounting Standards, Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Controls, Microsoft Office, PeopleSoft, Management, Analysis, Microsoft Excel
Education
Manhattan College 2005 — 2009
BS, Finance, Marketing
L K Carlson January 2015 - Present
Image Builders Inc. October 2014 - Present
Braggables September 2013 - December 2013
Laureen Carlson March 2012 - November 2013
Citibank November 2009 - December 2010
The Bank of New York Mellon October 2005 - January 2009
JPMorgan Chase 2002 - 2004
Skills
Strategic Planning, Product Management, Client Relationship..., International Business, Financial Analysis, Marketing Strategy, Structured Finance, Trade Finance, Credit, Acquisition Integration, Business Process..., Risk Management, Product Development, Team Leadership, Banking, Forecasting, Negotiation, Business Planning, Management Consulting, Market Research, Insurance, Treasury Services, Financial Risk, Strategy, Budgets, Business Strategy, International Project..., Compliance, Trade Credit Insurance, Outsourcing, Insourcing, Political Risk, Risk Mitigation, Business Turnaround, Competitive Analysis, Problem Solving, Account Management, Analysis, Sales Management, P&L Management, New Business Development, Pricing Strategy, Troubleshooting, GSM, Receivables Discounting, Asset-Based Lending, Lotus Notes, Microsoft Office, Excel, CRM
Education
Tulane University - A.B. Freeman School of Business 1981 — 1983
Master of Business Administration (MBA), International Business
Lehigh University 1977 — 1981
Bachelor of Science (B.S.) Business & Economics, Finance
Lehigh University - College of Business and Economics 1977 — 1981
B.S. Business & Economics, Finance
The Pingry School 1974 — 1977
Diploma, College Prep
The Bank of New York Mellon April 2006 - August 2010
The Bank of New York Mellon February 2001 - April 2006
The Bank of New York Mellon March 1992 - January 2001
Skills
Records Management, Compliance, Customer Relations, Excel, Word, Microsoft Office, PowerPoint, Teamwork, Data Entry, Research, Inventory Management, Spreadsheets, Problem Solving, Documentation, Lotus Notes, Vendor, Supervisory Skills, Coordination, Coaching, Process Improvement, Writing, Scheduling, Team Leadership, Troubleshooting, Microsoft Excel, Customer Service, Software Documentation, Employee Training, Microsoft Word, Business Analysis, Program Management, Banking, Financial Services, Financial Analysis, Time Management
Education
Mercy College 2000 — 2008
Associate of Applied Science, Banking and Finance
The Global Institute of Finance & Banking 1998 — 2005
Associate of Science (A.S.), Banking & Finance
Morgan Stanley Private Wealth Management September 2012 - Present
ExperisNL March 2012 - September 2012
The Bank of New York Mellon 2001 - 2010
Summit Bank June 1990 - May 2001
Merrill Lynch Pierce Fenner and Smith July 1987 - June 1990
Skills
Banking, Investments, Bonds, Customer Relations, Securities, Excel, Word, Microsoft Office, Customer Service, Microsoft Word, Wealth Management, Analysis, Strategic Planning, Training, Risk Management, Investment Banking, Financial Analysis
Education
Cranford High School
Montclair State University
BA, Consumer Affairs
JPMorgan Chase July 2011 - Present
Grammer and Co. January 2011 - January 2011
The Bank of New York Mellon June 2010 - August 2010
Skills
Banking
Education
Lafayette College 2007 — 2011
Practising Law Institute (PLI) September 2014 - Present
PLI April 2012 - August 2014
Sterling Infosystems, Inc. August 2011 - April 2012
Stewart Business Systems August 2010 - August 2011
The Bank of New York Mellon May 2008 - August 2008
Skills
Solution Selling, Contract Negotiation, Sales, Management, Salesforce.com, Account Management, New Business Development, Cold Calling, Direct Sales, Customer Service, Sales Management, Business Development, Lead Generation, B2B, Sales Process, Strategic Partnerships, Marketing, SaaS, CRM, Sales Operations, Networking, Customer Satisfaction, Consultative Sales...
Education
Moravian College 2005 — 2009
Bachelor of Arts (B.A.), Financial Economics
Freehold Township High School
U.S. Bank July 2015 - Present
The Bank of New York Mellon July 2007 - March 2015
CapitalSouth Bank January 2006 - July 2007
Skills
Account Management, Customer Service, Risk Management, Banking, Financial Services, Relationship Management, Finance, Investments, Bloomberg, Fixed Income, Securities, Financial Analysis, Mutual Funds, Portfolio Management, Credit, Financial Risk
Education
University of North Florida 2003 — 2006
Business Administration
Michigan State University 2000 — 2001
PreMed, Lyman Briggs College
Calhoun Area Technology Center 1999 — 2000
First Response, 21st Century Health
Kellogg Community College 1999 — 2000
In association with 21st Century Health Program - Fields of study: Physiology, Biology & Chemistry
Scott Safety June 2015 - Present
Saab Sensis Corporation January 2013 - Present
The Bank of New York Mellon November 2008 - January 2013
Education
Le Moyne College 2009 — 2012
MBA
St. Lawrence University 2004 — 2008
BA, Economics
The Bank of New York Mellon March 2007 - Present
Citizens Bank 2004 - 2006
Abercrombie & Fitch 2000 - December 2004
Skills
Cash Management, Financial Accounting, Securities, Corporate Finance, Valuation, Financial Services, GAAP, Financial Statements, Budgets, US GAAP, Mutual Funds
Education
Point Park University 2007 — 2008
MBA, International Business
La Roche College 1998 — 2002
Bachelors of Science, Finance
THE BANK OF NEW YORK MELLON May 2006 - Present
BNY Mellon April 2006 - Present
Bergen Community College September 2003 - May 2007
Robert Carter Pierce February 2006 - February 2007
Monaco Graphics March 2002 - May 2006
Pressler & Pressler LLC May 2005 - February 2006
Henry Dreyfuss Associates 1998 - 2002
DaiEi Papers USA Corporation August 1990 - October 1994
Skills
Legal Research, Corporate Law, Bankruptcy, Legal Writing, International Law, Legal Compliance, Westlaw, Securities Regulation, Lexis, Civil Litigation, Litigation Support, Mediation, Courts, Legal Assistance
Education
RUTGERS SCHOOL OF LAW 2007 — 2011
J.D, International Law and Legal Studies
Montclair State University 2005 — 2006
B.A., Political Science
Cranbury Township School Dist September 2014 - Present
Cranbury School January 2014 - Present
Cranbury School / Princeton Public Schools September 2013 - December 2013
Carle Place UFSD September 2011 - June 2013
Lynbrook UFSD September 2012 - December 2012
The Bank of New York Mellon November 2008 - August 2011
The Bank of New York Mellon August 2006 - November 2008
Skills
Bloomberg, Microsoft Excel, PowerPoint, Collateral Management, Microsoft Office, Microsoft Word, Funding, Research, Bonds, Asset, Middle Office, Securities, Staff Development, Curriculum Design, Teaching, Leadership
Education
Saint John's University 2010 — 2013
Masters of Science, Childhood and Special Education
Marist College 2002 — 2006
Bachelor of Science in Business Administration, Finance and Marketing
The Bank of New York Mellon August 2008 - Present
Société Générale April 2004 - March 2008
Credit Suisse July 2000 - April 2004
Sungard Trading and Risk Systems December 1994 - July 2000
Infinity Financial Technology 1994 - 2000
Citibank 1989 - 1994
Tech Hackers, Inc. 1988 - 1990
Verizon 1987 - 1988
Skills
Sybase, Risk Management, Perl, SOA, C++, C#, Java, Microsoft SQL Server, Finance, Trading Systems, Fixed Income, Derivatives, Credit Derivatives, Electronic Trading, Market Data, FX Options, Equity Derivatives, Equities, Interest Rate..., Repos, Hedge Funds, Securities, Trading, Foreign Exchange, Quantitative Analytics, Swaps, Financial Markets, Money Market, Bloomberg, Investments, Investment Banking, Equity Trading, Capital Markets, Financial Risk, Structured Products, Prime Brokerage, Market Risk, Middle Office, Hedging, Software Development, Currency, Financial Services, Proprietary Trading, Options, Back Office, Quantitative Finance, Quantitative Research, Bonds, Rates, Low Latency
Education
Massachusetts Institute of Technology 1980 — 1985
MS, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1980 — 1985
BS, Electrical Engineering
Central High School Minneapolis 1976 — 1980
High School Diploma, Math and Science, English
ISITC June 2010 - Present
The Bank of New York Mellon July 2001 - Present
Merrill Lynch Investment Managers April 1998 - July 2001
Pacific Investment Management Company (PIMCO) March 1997 - April 1998
Skills
SDLC, Financial Services, Asset Managment, Fixed Income, Settlement, Relationship Management, Equities, Securities, Portfolio Management, Capital Markets, Business Analysis, Asset Allocation, Wealth Management, Bloomberg, Financial Analysis, Asset Management, Corporate Actions, Investment Banking, Derivatives, Mutual Funds, FX Options, Financial Markets, Global Custody, Investments, Investment Management, Trading, Banking, Bonds, Hedge Funds, Risk Management, Back Office, Alternative Investments, Middle Office, Payments, Financial Modeling, Trading Systems
Education
Montclair State University 1986 — 1988
Bachelor of Arts (B.A.), Economics
State University of New York - System 1984 — 1986
A.A.S., Business Management
Tata Consultancy Services June 2014 - Present
Tata Consultancy Services June 2012 - June 2014
Infosys Consulting, Inc. June 2011 - August 2011
Meridian Capital Group 2010 - 2010
The Bank of New York Mellon 2007 - 2010
Home Vega 2004 - 2007
UBS 2003 - 2003
Skills
Strategy, Competitive Analysis, Business Strategy, Management Consulting, Strategic Planning, Due Diligence, Cross-functional Team..., Product Management, Market Research, Business Analysis, Business Transformation, Organizational Change..., Business Development, Project Management, Account Management, Digital Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Mount Holyoke College 2000 — 2004
Bachelor of Arts, International Relations (with concentration in Economics)
Università Commerciale 'Luigi Bocconi' 2003 — 2003
Semester Abroad, Business
Herkimer County Community College February 2012 - Present
Herkimer County Community College December 2009 - January 2012
Herkimer County Community College May 2006 - January 2010
Suny Institute of Technology 2000 - 2006
SunyIT 2000 - 2006
The Bank of New York Mellon October 1988 - June 2000
Skills
Microsoft Office, Access, Word, Windows, Research, Leadership, Teaching, Non-profits, Microsoft Word, Public Speaking, CSS, Higher Education, Community Outreach, Customer Service, Databases, Instructional Design, System Administration, Oracle Discoverer, Reporting & Analysis, Administration, Budgets, Project Planning, Program Management, Nonprofits
Education
Le Moyne College 1984 — 1988
B.S., Marketing and Management Information Systems
State University of New York Empire State College
MBA, Human Resources
State University of New York College at Geneseo
Fidelity Investments January 2012 - Present
Bank of America September 2010 - November 2011
Bank of America Merrill Lynch June 2009 - April 2011
The Bank of New York Mellon September 2007 - April 2008
Homecomings Financial June 2005 - June 2007
Skills
Financial Analysis
Education
Rice University - Jesse H. Jones Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
The University of Texas at Dallas 2002 — 2006
BS, Finance
TD Bank May 2012 - Present
TD Bank May 2009 - Present
Seeking New Challenges in the Philadelphia Area September 2008 - September 2010
The Bank of New York Mellon August 1990 - September 2008
The Bank of New York August 1990 - October 2002
Ellenville National Bank April 1988 - August 1990
Rite Aid Pharmacy May 1987 - February 1988
- Stewart’s Store May 1986 - August 1986
Ellenville National Bank September 1982 - August 1985
Skills
Microsoft Certified..., Access, Cash Management
Education
Long Island University 1992 — 1997
Masters in Business Administration
State University of New York at New Paltz 1985 — 1987
Bachelor of Science, Business Administration - Marketing
Ulster County Community College 1983 — 1985
Associate of Science, Business Administration
The Bank of New York Mellon September 1992 - Present
Education
Mercy College 1997 — 2002
Master of Science (MS), BANKING
The Bank of New York Mellon July 2007 - Present
BNY Mellon 2007 - Present
Dreyfus May 2001 - July 2007
Skills
Disaster Recovery, Active Directory, ITIL, IT Management, IT Strategy, Data Center, Troubleshooting, Integration
Education
Long Island University, C.W. Post Campus 1999 — 2001
Bachelor of Science (BS), Computer and Information Systems Security/Information Assurance
Bank of America April 2012 - Present
Barclaycard December 2011 - April 2012
The Bank of New York Mellon September 2008 - December 2011
BlackRock April 2006 - July 2008
Merrill Lynch January 2004 - April 2006
GE Plastics July 1999 - December 2003
Skills
SDLC, Data Warehousing, Data Modeling, Software Project..., Business Process...
Education
National Institute of Technology Rourkela 1996 — 1999
B Tech, Electrical Engg.
The Bank of New York Mellon July 2010 - Present
Education
University of Phoenix 2005 — 2010
Master of Arts (M.A.), Secondary Education and Teaching
Montclair State University 1999 — 2002
Bachelor of Arts (B.A.), History
The Bank of New York Mellon March 1983 - March 2008
ADP 1978 - 1983
Skills
Project Management, Investment Banking, Securities, Financial Modeling, Asset Managment, Capital Markets, Financial Services, Fixed Income, Portfolio Management, Business Continuity, Equities, Derivatives, Corporate Actions, Business Analysis, Risk Management, Structured Finance, OFAC, Vendor Management, Disaster Recovery, Investments, Banking, Securitization, Mergers & Acquisitions, Bonds, Financial Markets, Global Custody, IT Strategy, Management, Relationship Management, Process Improvement, Infrastructure, Asset Management
Education
Manhattan College 1969 — 1973
Quantitative Business Analysis (Operations Research)
The Bank of New York Mellon DeveloperNASDAQ2000 - 2003
Dime Savings Bank 1983 - 1986
The Dime Savings Bank of New York 1983 - 1986
Skills
Banking, Business Analysis, Vendor Management, Requirements Gathering, SDLC
Education
Manhattan College
The Bank of New York Mellon February 2001 - December 2009
MainStreetIPO.com February 2000 - March 2001
The Citibank Private Bank November 1997 - January 1999
Skills
CRM, Direct Marketing, Strategy, Strategic Partnerships, Asset Managment, Mergers, Program Management, Product Management, Product Marketing, Business Strategy, Marketing Strategy, Management, Start-ups, New Business Development, Investments, Strategic Communications, Mergers & Acquisitions, Asset Management, Business Development, Market Research, Analysis, Digital Marketing, Integrated Marketing, Advertising, Online Marketing, Entrepreneurship, E-commerce, Strategic Planning, Management Consulting, Digital Strategy, Online Advertising, Digital Media
Education
Lafayette College 1992 — 1996
BA, Business/Economics
The Bank of New York Mellon 2006 - Present
Education
Lehigh University - College of Business and Economics 1989 — 1994
Bachelor of Science, Finance
BNY Mellon August 1997 - Present
The Bank of New York Mellon 1997 - Present
Citibank 1993 - 1997
Citibank 1975 - 1983
Skills
Securities, Mutual Funds, Corporate Trust, Trade Finance, Cash Management, Treasury Management, AML, Mac OS, Financial Services, FX Options, Banking, SWIFT payments, Capital Markets, Payments, Financial Institutions
Education
Nassau Community College
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance Group June 2007 - Present
Liberty Mutual Insurance June 2014 - May 2015
The Bank of New York Mellon May 2006 - June 2007
Delta Sonic Inc May 2003 - January 2006
Skills
Property & Casualty..., Commercial Insurance, Underwriting, Insurance, Liability, Sales, Commercial Lines, Casualty, Professional Liability, Inland Marine, Workers Compensation, Brokers, Legal Liability, Analysis, Claim, Risk Management, General Insurance, Umbrella Insurance, Casualty Insurance, Management
Education
Le Moyne College 2002 — 2005
Bachelors of Science, Business Administration and Management, General
Le Moyne College
Bachelor of Science, Business Administration; Information Systems
Reliant Realty Group LLC January 2015 - Present
The Bank of New York Mellon 2000 - 2014
Insignia/ESG 1998 - 2000
. 1987 - 1998
Skills
Structured Finance, Risk Management, Portfolio Management, Capital Markets, Financial Services, Asset Management, Securities, Finance, Securitization, Banking, Program Management, Strategic Planning, Fixed Income, Bonds, Equities, Private Equity, Due Diligence, Relationship Management, Financial Markets, Investments, Loans, Financial Modeling, Structured Products, ABS, Financial Structuring, Derivatives, Mutual Funds, Valuation, Commercial Banking, Asset Managment, MBS, Alternative Investments, Investment Banking, Credit Analysis, Real Estate
Education
University of Hartford 1979 — 1982
BA, Social Systems and Policy
New York University
Real Estate Finance, Real Estate
Long Island University
Certificate in Property Management
Long Island University
Certificate in Landlord-Tenant Law
The Bank of New York Mellon January 2007 - Present
BNY Mellon 2006 - 2012
Education
Keene State College 2000 — 2004
Douglas Elliman Property Management March 2012 - Present
The Bank of New York Mellon July 2008 - December 2011
Citi 2007 - 2008
Citi 1997 - 2007
The Bank of New York 1986 - 1997
Irving Trust Company 1985 - 1986
Donaldson, Lufkin & Jenrette 1984 - 1985
Federbush, Semel & Cardello 1983 - 1984
Skills
Banking, Investments, Securities, Cross Selling, Business Relationship..., ERISA, Global Custody, Client Relationship..., Relationship Management, CRM, Strategy, Financial Services, Business Development, Capital Markets, Management
Education
Manhattan College 1987 — 1989
Master of Business Administration, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1982
Bachelor of Science, Management
ExxonMobil November 2010 - Present
ExxonMobil January 2010 - November 2010
The Bank of New York Mellon August 2006 - October 2009
Skills
Procurement, Sourcing, Analysis, Strategy, Financial Analysis, Pricing, Financial Modeling, Financial Reporting, Project Planning, Management, Forecasting, Project Management, Business Analysis, Portfolio Management, Finance, Leadership, Risk Management, Energy, Financial Services, Business Process..., Microsoft Office, Oil, Corporate Finance
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Strategy Implementation
University of Houston 1998 — 2006
Bachelor of Science, Economics
King's College 1992 — 1998
WAEC, Sciences
The Northern Trust Company 2014 - 2015
The Northern Trust Company 2008 - 2014
The Bank of New York Mellon 2006 - 2008
JPMorgan Chase & Co. 2003 - 2006
JPMorgan Chase & Co. 2001 - 2003
JPMorgan Chase & Co. 1999 - 2001
JPMorgan Chase & Co. 1990 - 1999
Skills
Risk Management, Financial Analysis, Securities, Banking, Financial Risk, Credit, Portfolio Management, Asset Management, Financial Services, Capital Markets, Internal Audit, Enterprise Risk..., Governance, Loans, Investments, AML, Fixed Income
Education
Lewis University
Master of Business Administration (M.B.A.), Human Resource
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
JPMorgan Chase November 2013 - Present
The Bank of New York Mellon June 2010 - October 2013
Liz Claiborne August 2007 - February 2008
Vivisimo, Inc. June 2007 - August 2007
Education
Kent State University 2003 — 2007
BBA, Business Management, Marketing
The Bank of New York Mellon 2011 - Present
Vice 2005 - 2011
Deutsche Bank 1991 - 2002
Bankers Trust 1991 - 1998
Skills
Fixed Income, Securities, Equities, Financial Services, Mutual Funds, Hedge Funds, Asset Management, Banking, Alternative Investments, Capital Markets, Portfolio Management, Derivatives
Education
Montclair State University 1987 — 1991
BS, Marketing
The Bank of New York mellon December 2007 - Present
The bank of New York Mellon May 2000 - November 2007
Education
Mercy College 1999 — 2001
MBA, Banking
Verizon Wireless November 2010 - Present
Verizonwireless November 2010 - Present
The Bank of New York Mellon 2001 - 2009
Mellon Financial 1988 - 1999
Skills
Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., College Recruiting, Internet Recruiting, New Hire Orientations, Human Resources
Education
La Roche College 2001 — 2003
Masters, Human Resources
La Roche College 2001 — 2003
Masters, Human Resources
La Roche College 1981 — 1985
Bachelor, Language and Literature
College 1975 — 1980
The Bank of New York Mellon 1991 - Present
BNY Mellon 1991 - Present
The Bank of New York 1991 - Present
Skills
Project Management, Banking, Portfolio Management, Commercial Lending, Credit, Fixed Income, Capital Markets, Hedge Funds, Equities, Investments, Securities, Loans, Asset Management, Derivatives, Financial Services, Mutual Funds, Series 7
Education
Pace University 2005 — 2010
MBA, Finance
Mercy College 1985 — 1991
BS, Management/English
The Bank of New York Mellon December 2008 - June 2013
The Bank of New York Mellon November 2006 - December 2008
Mellon Financial Corporation 2004 - 2006
The Bank of New York Mellon 2000 - 2004
Skills
Financial Services, Asset Managment, Portfolio Management, Management, Financial Analysis, Integration, Process Improvement, Asset Management, Business Strategy, Finance, Business Analysis, Business Process..., Mergers & Acquisitions, Risk Management, Banking, Strategy, Financial Modeling
Education
University of Cincinnati College of Business
M.B.A., Finance
Muhlenberg College
B.A., Accounting
BNY Mellon May 2014 - Present
The Duke of Edinburgh's Award (Ontario) April 2012 - Present
BNY Mellon February 2012 - April 2014
The Canadian Securities Lending Association (CASLA) June 2009 - June 2012
The Duke of Edinburgh's Award (Ontario) April 2011 - April 2012
The Bank of New York Mellon July 2011 - February 2012
CIBC Mellon May 1993 - July 2011
Skills
Finance, Management, Equities, Nonprofits, Loans, Bonds, Hedge Funds, Securities, Investments, Fixed Income, Capital Markets, Mutual Funds
Education
Stanford Graduate School of Business
Stanford Executive Program (SEP)
The University of Western Ontario - Richard Ivey School of Business
MBA, Master Business Administration
Credit Suisse May 2009 - Present
The Bank of New York Mellon December 2007 - May 2009
BNY Mellon December 2007 - May 2009
Citigroup 2005 - 2008
Morgan Stanley 1999 - 2005
Deustche Bank 1998 - 1999
Deutsche Bank 1998 - 1999
Bankers Trust 1983 - 1998
Skills
Financial Risk, Capital Markets, Banking, Business Intelligence, Internal Controls, Forecasting, Basel II, Program Management
Education
Lehigh University 1971 — 1975
BS, Accounting
Elliott Sklar & Associates June 2015 - July 2015
Strouss Hui Roomberg Ellis, P.C. January 2015 - February 2015
The Bank of New York Mellon July 2010 - October 2011
PNC Global Investment Servicing (acquired by BNY Mellon on 7/1/10) February 2006 - July 2010
UPS September 2005 - February 2006
Gate 1 Travel June 2005 - September 2005
Internal Revenue Service January 2003 - January 2004
northeast times July 1999 - October 1999
Skills
Accounting, Finance, QuickBooks, Bloomberg, Tax, Lotus Notes, Microsoft Excel, Investments, PowerPoint, Financial Services, Auditing, Gmail, EDGAR, Microsoft Word, Account Reconciliation, Financial Analysis, Internet Explorer, Journal Entries, Accounts Receivable, Factiva, Word, Russian, Management, Financial Reporting, Excel, Netscape, LinkedIn, AOL, Successfully passed all..., WordPerfect, Reuters, Hoovers, Yahoo, Bookkeeping, Microsoft Office, Audit, Real Estate License
Education
La Salle University 2004 — 2005
Accounting
Penn State University 2004 — 2005
M.B.A., ., 3.6 GPA
Penn State University 1998 — 2002
B.S., Finance, 3.8 GPA
Lower Moreland 1994 — 1998
H.S. Diploma
The Bank of New York Mellon Relationship ManagerJPMorgan Chase Company2002 - 2006
RR Donnelley January 2000 - April 2002
Skills
Capital Markets, Securities, Fixed Income, Hedge Funds, Equities, Mutual Funds, Derivatives, AML, Financial Services, Financial Risk, FX Options, Alternative Investments, Bonds, Asset Management, Bloomberg, Financial Analysis, Banking
Education
King's College 1990 — 1994
BA, History
Carle Place High School
Computershare January 2012 - Present
The Bank of New York Mellon August 2005 - December 2011
The Dreyfus Corporation November 2000 - August 2005
Skills
Financial Analysis, Financial Services, Finance, Financial Modeling, Financial Reporting, Strategic Financial..., Mergers & Acquisitions, Risk Management, Banking, Equities, Management, Process Improvement, Accounting, Internal Controls, Business Analysis, Analysis, Variance Analysis, Cash Management, Investments, Mutual Funds, Strategic Planning, Incentives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
BBA, Finance
Vitech Systems Group February 2009 - Present
The Bank of New York Mellon November 2006 - January 2009
Vitech Systems Group May 2003 - November 2006
Thomson Reuters July 2000 - May 2003
Skills
Software Project..., SDLC, Business Analysis, Requirements Analysis, Project Management, Vendor Management, Business Intelligence, IT Strategy, Agile Methodologies, Business Process..., Business Requirements, CRM, Enterprise Software, Integration, Program Management, Requirements Gathering, Solution Architecture
Education
Muhlenberg College 1996 — 2000
BA, Business, Economics and Finance
ConocoPhillips January 2012 - Present
LyondellBasell October 2011 - December 2011
Constellation Energy June 2010 - October 2011
Shell Oil Company December 2008 - June 2010
The Bank of New York Mellon January 2007 - April 2008
Skills
SAP, Process Improvement, Procurement, Analysis, Financial Analysis, Access, Forecasting, Management, Microsoft Office, Microsoft Excel
Education
LeTourneau University 2005 — 2009
BBA, General Business
University of Houston-Downtown 2000 — 2003
Sony Pictures Entertainment October 2014 - Present
Nexon February 2014 - August 2014
Fulham May 2013 - January 2014
Creative Artists Agency February 2013 - February 2013
USC University Hospital November 2012 - February 2013
Colony Capital September 2012 - November 2012
Prosum April 2012 - September 2012
Ares Management November 2011 - April 2012
CBS Corporation June 2010 - November 2011
The Bank of New York Mellon February 2010 - May 2010
Skills
Active Directory, Windows 7, Windows Server, Microsoft Office, ActiveSync, Blackberry, iOS, Android, Executive Support, Mac OS X, Office 365, Lync, Exchange 2010/2007/2003, Imaging Software, VMware Workstation, Dell KACE, Group Policy, Security Patch..., Service-Now, Remedy Ticketing System, Autotask, HP Desktop, HP LaserJet, WinInstall, Canon Copiers, OS X, XP, Windows XP, Networking, Microsoft Exchange
Education
Los Angeles Pierce College 1996 — 2000
General Studies
The Bank of New York Mellon March 1995 - Present
The Bank of New York Mellon Trust Company, NA 1985 - Present
Skills
Capital Markets, Portfolio Management, Fixed Income, Corporate Trust, Management, Investments
Education
Louisiana State University 1976 — 1980
Math Education
The Bank of New York May 1988 - June 2008
THE BANK OF NEW YORK MELLON January 1988 - January 2008
The Bank of New York January 1999 - January 2003
The Bank of New York January 1988 - January 1999
Skills
Process Improvement, Leadership, Management, Program Management, Human Resources, Operations Management, Banking, Customer Service, Business Analysis, Project Management, CRM
Education
Nassau Community College 1989 — 1992
Business Administration
Nassau Community College
Business Administration
The Norman Alan Company March 2013 - Present
Powerex January 2011 - March 2013
Signal Extraprise August 2009 - November 2010
The Bank of New York Mellon June 2009 - July 2009
Bank of New York Mellon June 2008 - November 2008
Hudson Global Resources November 2005 - May 2008
Winbeam Wireless Internet March 2005 - November 2005
Skills
Application Support, Cisco Routers, Catalyst Switches, Network Administration, Windows Server, Active Directory, Troubleshooting, Software Installation, Security, Wireless, Lotus Notes, Infrastructure, Information Technology, Account Management, Technical Support, PeopleSoft, Blackberry Enterprise..., Help Desk Support, Microsoft Exchange, Networking, Microsoft SQL Server, VoIP
Education
ITT Technical Institute-Pittsburgh 2003 — 2005
Associate, Computer Networking Systems
Bellwether Enterprise Real Estate Capital, LLC September 2012 - Present
VSI Appraisal Group May 2012 - September 2012
Integra Realty Resources June 2011 - February 2012
The Bank of New York Mellon May 2005 - August 2010
Paramount Financial Group (NKA Capmark) 2002 - 2006
Enterprise Community Partners 1999 - 2002
Skills
Real Estate Economics, Asset Management, Due Diligence, Real Estate, Real Estate Development, Financial Analysis, Dispositions, Investment Properties, Finance, Property Management, Valuation, Financial Modeling, Affordable Housing, Asset Managment, Leases, Commercial Real Estate
Education
Loyola University Maryland 1996 — 1998
BS, Mathematics
Appraisal Institute Class
Bourgeois Productions, Inc. December 2013 - Present
US Trust March 2011 - December 2013
BNY Mellon September 2009 - March 2011
The Bank of New York Mellon August 2007 - August 2009
Pete Donati & Sons, Inc January 2000 - September 2007
Skills
Equities, Microsoft Excel, Fixed Income, Lotus Notes, Financial Analysis, Asset Managment, Investments, Outlook, Microsoft Office, PowerPoint, Risk Management, Banking, Retail Banking, Event Planning, Corporate Events, Private Events, Market Research, Marketing Communications, Sales Process, Sales, Sales Management
Education
Kent State University 2003 — 2007
Bachelor of Business Administration (BBA), International Business
Kent State University 2003 — 2007
Bachelor Degree of Business Administration, Ohio
Kent State University 2003 — 2007
Bachelor Degree of Business Administration, Ohio
Bloomberg L.P.,New York February 2011 - Present
The Bank of New York Mellon November 2009 - February 2011
ZAIS Solutions, LLC 2008 - 2009
BEAR STEARNS & CO June 1999 - October 2008
Barra / GAT New York January 1997 - June 1999
Goldman Sachs January 1986 - February 1996
Skills
Financial Structuring, Fixed Income, CDO, ABS, Structured Finance, Series 7, Bonds, Residential Mortgages, Capital Markets, Securities, Valuation, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Securitization, Structured Products, Credit, Bloomberg, Mortgage Lending, Credit Derivatives, Derivatives, Investment Banking
Education
Kingsborough Community College 1976 — 1979
AAS, Accounting
Commonwealth Bank August 2014 - Present
Macquarie Holdings (USA) Inc. February 2011 - August 2014
The Bank of New York Mellon January 2008 - November 2009
The Bank of New York Mellon June 2001 - December 2007
UBS, AG January 2000 - January 2001
UBS, AG / SWISS BANK CORPORATION January 1982 - January 2000
Swiss Bank Corporation January 1978 - January 1982
Skills
AML, KYC, Banking, Financial Services, Credit, Due Diligence, Analysis, Management, Loans, Software Documentation, Anti Money Laundering
Education
Montclair State University 1973 — 1977
BS, Business
Barclays Capital January 2009 - Present
Municipal Bond Trader January 2000 - January 2008
THE BANK OF NEW YORK MELLON January 1988 - January 2008
BNY Mellon 2000 - 2008
BNY Mellon January 1995 - January 2000
Securities Operation Department January 1988 - January 1995
Skills
Trading
Education
New Jersey City University
BS, Finance
The Bank of New York Mellon September 2008 - Present
Vonage February 2008 - August 2008
Skills
Call Center, Visio, Access, Business Analysis, Telecommunications, SDLC, Technical Support
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA, Business Administration and Management, General
Devry University 2004 — 2007
BS in Computer Science, Networking and Communications Management
JPMorgan Chase October 2012 - Present
JPMorgan Chase August 2011 - October 2012
JP Morgan Chase July 2010 - August 2011
The Bank of New York Mellon June 2009 - August 2009
Skills
Derivatives, Microsoft Office, Bloomberg, Public Speaking, Microsoft Excel, PowerPoint, Social Media
Education
Marist College 2006 — 2010
B.S., Business - Finance
The Bank of New York Mellon
Skills
Banking, Capital Markets, Cash Management, Finance, Financial Analysis, Financial Services, Fixed Income, Securities, Management, Research
Education
Mercy College 2003 — 2007
Bachelor, Legal Studies
The Bank of New York Mellon January 1995 - Present
Skills
Risk Management, Project Management, Team Management, Banking, Team Leadership, Portfolio Management, Coaching, Change Management, Management, Customer Service, Strategy, Investments, Public Speaking
Education
La Roche College 1999 — 2007
Bachelor's degree, Business Administration and Management, General
Sacred Heart Convent, Jamshedpur 1958 — 1968
SSC
Pathway Capital Management July 2012 - Present
United Capital Financial Partners, Inc February 2011 - July 2012
UBS Wealth Management September 2010 - February 2011
The Bank of New York Mellon May 2010 - August 2010
Monroe Capital November 2009 - April 2010
Bank of New York Mellon June 2009 - August 2009
Skills
Investments, Alternative Investments, Mergers, Asset Management, Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Fund Of Funds, Asset Allocation, Finance, Asset Managment, Mergers & Acquisitions, Financial Analysis, Strategy
Education
Loyola University Chicago 2007 — 2010
BBA, Finance, Economics
JPMorgan Chase January 2013 - Present
JP Morgan Chase December 2010 - January 2013
The Bank of New York Mellon November 2009 - December 2010
The Bank of New York Mellon October 2006 - November 2009
The Campus Special May 2006 - September 2006
Skills
Fixed Income, Portfolio Management, Management, Analysis, Leadership, Project Management, Risk Management, Financial Analysis, Banking, Bloomberg
Education
Penn State University 2002 — 2006
Bachelors
Maastricht University 2005 — 2005
Study Abroad
BNY Mellon August 2010 - Present
The Bank of New York Mellon June 2009 - Present
The Pittsburgh Cultural Trust October 2005 - Present
Education
La Roche College 2006 — 2010
Archbishop Molloy High School January 2015 - Present
St. Joseph High School, Brooklyn, New York 2010 - January 2015
Mellon Capital Management September 2003 - August 2009
The Bank of New York Mellon December 1999 - September 2003
The Bank of New York Mellon October 1992 - December 1999
The Bank of New York November 1990 - October 1992
Skills
Operating Budgets, Financial Accounting, US Equities, Index Options, Managed Futures, Index Funds, Strategic Financial..., Mutual Funds, Hedging, Financial Reporting, Forecasting, Financial Analysis, Investment Advisory, Wealth Management, Process Improvement, Structured Products, Swaps, Financial Risk, Business Analysis, Equity Trading, Financial Markets, Portfolio Optimization, Alternative Investments, Asset Allocation, Trading Systems, FX Options, Hedge Funds, Investment Management, Financial Modeling, Analysis, Financial Services, Valuation, Due Diligence, Investment Strategies, Fixed Income, Strategic Planning, Capital Markets, Budgets, Trading Strategies, Cross-functional Team..., Management, Investments, Equity Derivatives, Accounting, Finance, Portfolio Management, Equities, Risk Management, Derivatives, Trading
Education
Long Island University, C.W. Post Campus 1983 — 1986
BS, Accounting
Nassau Community College 1980 — 1982
AS, Accounting
ST. Pius X 1976 — 1980
Markit December 2011 - Present
UBS Investment Bank January 2010 - October 2011
PricewaterhouseCoopers August 2008 - July 2009
The Bank of New York Mellon December 2006 - August 2008
Education
Marymount Manhattan College 2002 — 2006
B.S., Accounting
The Chartered Institute of Management Accountants
BNY Mellon 1993 - Present
The Bank of New York Mellon 1993 - Present
United National Bank August 1979 - August 1993
Skills
Physical Security, Security, Corporate Security, Risk Management, Access Control, Securities, Private Investigations, Risk Assessment, Business Continuity, Fixed Income, Project Management, IP Cameras, Mutual Funds, Alarm Systems, Financial Services, Vendor Management, Security Audits, Operational Risk..., Security Awareness, CCTV, Fraud, Security Management, Protection, Emergency Management, Crisis Management
Education
Kean University
Bachelor of Science (BS), Business Administration and Management, General
Kean University
The Bank of New York August 2003 - Present
The Bank of New York Mellon 2003 - Present
International Network Services August 1997 - October 2003
SITA May 1993 - October 1994
Crompton Greaves December 1992 - April 1993
Crompton Greaves April 1992 - December 1992
PIE Medical Imaging (Santa Cruz India) March 1990 - March 1991
Skills
Data Center, Analysis, Virtualization, Network Architecture, Troubleshooting, Cisco Technologies, ITIL, Networking, Risk Management, Network Security, VMware, Firewalls, PCI DSS, IT Operations, Vendor Management, Information Security, Information Security..., Disaster Recovery, Switches, Cloud Computing, WAN, Unix, ATM networks, Routing, Business Continuity, Servers, Process Improvement, SDLC, Integration, Security, Enterprise Architecture, Hardware, IT Service Management, Program Management, Change Management, CISSP, IT Management, Project Management, IT Strategy, System Administration, Cisco Routers, Solaris, VPN, Information Technology, Solution Architecture, Infrastructure, System Deployment, Network Design, PMP, Governance
Education
Manipal Institute of Technology 1985 — 1989
BE, Electronics and Communication
Mithibai College 1983 — 1985
Jr College, Science
Mount Mary High School 1972 — 1983
High School
NuHealth/Nassau University Medical Center May 2015 - Present
NuHealth/Nassau University Medical Center October 2014 - May 2015
KPMG 2007 - 2012
FINRA 2003 - 2007
The Bank of New York Mellon 2000 - 2002
Skills
Microsoft Excel, PowerPoint, Outlook, Visio, Microsoft Word, Volunteering, Financial Analysis, Investor Relations, MS Project, Hoovers, Mentoring, Healthcare, Analysis, Process Improvement, Public Speaking
Education
LIU Post 2012 — 2014
Master's Degree, Health/Health Care Administration/Management
LIU Brooklyn 2008 — 2011
Master of Business Administration (M.B.A.), Finance
St. John's University 1986 — 1991
Bachelor of Science, Finance
Ziff Legal Group January 2011 - Present
Ziff Brothers Investments October 2007 - January 2011
The Bank of New York Mellon March 2005 - October 2007
Kirkland & Ellis LLP January 2001 - March 2005
Skills
Legal Research, Lexis, Research, Legal Writing, Litigation, Due Diligence, Securities Regulation
Education
Pace University 2005 — 2012
Mst, Elementary Education
Marist College 1997 — 2001
Bachelor of Science, Criminal Justice
Marist College 1997 — 2001
American Bar Association, Paralegal Certificate
The Bank of New York Mellon February 1997 - Present
Assistant Team LEader 1999 - 2000
Enterprise Rent-A-Car 1996 - 1997
Education
Kean University 1991 — 1996
BS
Belmont Fire Department April 2014 - Present
Commonwealth of Massachusetts February 2007 - Present
Belmont Fire Department May 2005 - April 2014
The Bank of New York Mellon April 2001 - April 2005
State Street January 2000 - April 2001
State Street January 1999 - January 2000
State Street October 1997 - January 1999
State of New Hampshire December 1994 - December 1996
US Navy June 1988 - January 1995
Skills
Community Outreach, Public Speaking, Government, Policy, Non-profits, Public Safety, Program Development, Emergency Services, Command, Emergency Management, Nonprofits, Grants
Education
Keene State College 1992 — 1996
BA, Communications
Middlesex Community College
AS, Fire Protection & Safety Technology
The Bank of New York Mellon November 2007 - Present
Skills
Fixed Income, Equities, Mutual Funds, Derivatives, Banking, Asset Management, Investment Banking, Risk Management
Education
Mercy College
Bachelor of Science (BS), Business Administration and Management, General
Economic Opportunity Commission of Nassau County, Inc. October 2013 - Present
THE BANK OF NEW YORK MELLON January 2004 - April 2010
BNY Mellon 2005 - 2006
THE BANK OF NEW YORK January 2001 - January 2004
THE BANK OF NEW YORK June 1997 - January 2001
Skills
Specialties: New..., Banking, Risk Management, Portfolio Management, CRM, Management, Investments, Process Improvement, Relationship Management, Accounting, Cash Management, Software Documentation, Investment Banking, Strategic Planning, Time Management, Marketing, Negotiation, Internal Audit, New Business Development, Payments, Trading
Education
City University of New York- York College 1990 — 1992
Bachelor of Science, Business Administration
Nassau Community College 1990 — 1992
Associate of Science, Business Administration
BNY Mellon December 2010 - Present
The Bank of New York Mellon December 2009 - January 2011
The Bank of New York Mellon May 2008 - November 2009
Skills
Corporate Actions
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Accounting Concentration
Penn State University 2000 — 2005
B.S., Hotel, Restaurant and Institutional Management
US Army June 2012 - Present
US Army June 2007 - June 2012
The Bank of New York Mellon May 2006 - August 2006
Skills
C++, XML, Systems Engineering, Programming, Software Engineering, Information Assurance, C#, Microsoft SQL Server, .NET Compact Framework, CMMI, Java, VHDL, HTML
Education
Monmouth University 2007 — 2010
M.S., Software Engineering
The Johns Hopkins University 2003 — 2007
B.S., Electrical Engineering
The Bank of New York Mellon 2006 - 2011
The Bank of New York 1999 - 2006
The Bank of New York 1987 - 1998
Skills
Client Relationship..., know your customer...
Education
Manhattanville College 1974 — 1978
Bachelor of Arts, Economics and Psychology
Mills College
The Bank of New York Mellon September 2003 - May 2011
Fleet Bank June 1996 - August 2003
Skills
QuickBooks, Customer Service, Accounting, Account Reconciliation, Microsoft Office, Multi Tasking, Teamwork, Meet Deadlines, Problem Solving, Research
Education
Millennium Training Institute 2011 — 2012
Certificate, Accounting and Business/Management
T. Rowe Price September 2011 - Present
The Bank of New York Mellon 1995 - 2011
Education
Kenyon College
Bachelor of Arts (B.A.)
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration (MBA)
The Bank of New York Mellon May 2001 - Present
Education
Kean University 1997 — 2001
Criminal Justice
East Orange High School 1992 — 1995
Express Scripts June 2009 - May 2013
The Bank of New York Mellon June 2006 - February 2009
Novartis January 2005 - January 2006
GfK Healthcare October 2000 - January 2005
E.W. Williams Publications Inc. March 1995 - December 1999
Pet Incorporated Inc. March 1992 - February 1995
Skills
Office Management, Spreadsheets, PowerPoint, Event Planning, Calendars, Management, Proficient in Word, Excel, Customer Relations, Customer Service, Lotus Notes, Outlook, Internet, Typing, Filing, Budgeting, Data Entry, Travel Planning, Organizing Meetings, Meeting Planning, Contract Review, Charts, Concur
Education
Montclair State University
Bachelor of Arts, English, 3.0
Hackensack High School
High School Diploma, College Prep
THE BANK OF NEW YORK MELLON April 2000 - September 2010
THE BANK OF NEW YORK July 1990 - April 2000
Skills
Data Entry, Payroll, Lotus Notes, Microsoft Excel, Spreadsheets, Administrative..., PeopleSoft, Troubleshooting, PowerPoint, Outlook, Management
Education
Drake Business School
Secretarial
Drake Business School
Diploma
LaGuardia Community College
Business Administration, Management and Operations
LaGuardia Community College
Business Administration
The Bank of New York Mellon April 2013 - Present
BNY Mellon August 1999 - March 2013
Westinghouse Electric Company 1978 - 1985
Westinghouse Electric Company 1976 - 1978
Skills
Risk Management, Process Improvement, Microsoft Excel, Analysis, Banking, Financial Services, Microsoft Office, Financial Analysis, Finance, PowerPoint, Microsoft Word, Visio, Customer Service, Strategic Planning, Research, Public Speaking, Project Management, Sales
Education
Lehigh University 1972 — 1975
Bachelor of Arts (B.A.), Urban Studies/Affairs
CSI Paralegal Institite 1975 — 1976
Paralegal certificate
The Bank of New York Mellon November 2000 - November 2013
Morgan Stanley Dean Witter November 1999 - November 2000
Skills
Bloomberg, Account Reconciliation, Equities, Accounting, Analysis, Mutual Funds, Securities, Financial Services, Auditing, Fund Accounting, Management, Bonds, Financial Statements, Variance Analysis, Corporate Actions
Education
LIU Brooklyn 2006 — 2008
Master of Business Administration (MBA), Finance
Pace University 1995 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
The Bank of New York Mellon October 2005 - Present
JPMorgan Chase & Co. August 2001 - October 2005
Skills
Financial Accounting..., Tax - REMIC,...
Education
Keller Graduate School of Management of DeVry University
Master's degree, Accounting and Financial Management
The Bank of New York Mellon July 2006 - May 2014
TD Ameritrade (acquisition) of TD Waterhouse Group, Inc. March 2000 - May 2006
Skills
Financial Services, Securities, Trading, AML, Fixed Income, Financial Markets, Anti Money Laundering, Relationship Management, Investments, Equities, Bloomberg Terminal, Back Office, KYC, Banking, Asset Management, I have been a strong..., Bloomberg, Management, Risk Management
Education
Monroe College
Associate's Degree, Accounting
Monroe College
Completed 69 credits towards a Bachelor’s Degree in Accounting