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
Takasu & Espinoza, LLC February 2013 - Present
Personal Injury Law Firm September 2012 - February 2013
The Bank of New York Mellon July 2010 - September 2010
Skills
Criminal Law, Securities, Personal Injury, Immigration Law, PowerPoint, Immigration Issues, Automobile Accidents, Legal Research, Legal Writing, Trials, Mediation, Corporate Law, Civil Litigation, Courts, Litigation, LexisNexis
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Doctor of Law (J.D.), Magna Cum Laude
State University of New York at New Paltz
Bachelor of Arts (B.A.), Economics
The Bank of New York Mellon March 2006 - Present
JPMorgan Chase September 2002 - June 2005
Credit Suisse First Boston February 2002 - June 2002
Skills
Access, Credit, Securities, Portfolio Management, Financial Services, Analysis, Visio, Management, Bloomberg, Settlement, Financial Analysis, Loans, Trading Systems, Accounts Payable, Investments, Trading, Account Reconciliation, Team Building, Accounting, Fund Accounting, Series 63
Education
Syracuse University 1995 — 1999
BA
Prudential Financial November 2014 - Present
Prudential Financial August 2012 - Present
The Bank of New York Mellon July 2009 - October 2012
The Bank of Tokyo Mitsubishi, UFJ May 2008 - August 2008
Skills
Financial Analysis, Mutual Funds, Variance Analysis, Financial Modeling, Financial Reporting, Banking, Account Reconciliation, Teamwork, Research, Finance, Training, Equities, PowerPoint, Analysis, Fixed Income, Microsoft Excel
Education
Sacred Heart University 2005 — 2009
Business Economics, Economics
BNY Mellon March 2015 - Present
The Bank of New York Mellon July 2008 - February 2015
Dick*s Sporting Goods March 2007 - July 2008
Express Men September 2002 - February 2007
Skills
Recruiting, Management, Sales, Investments, Merchandising, Securities, Investment Management, Mutual Funds, Customer Service, Sales Management, Settlement, Microsoft Excel, Accounting, Bonds, Derivatives, Store Management, Strategic Planning, Microsoft Office, PowerPoint, Team Building
Education
State University of New York College at Oswego 2005 — 2007
B.A, Broadcast-Mass Communications
Brown Brothers Harriman September 2013 - Present
Federal Home Loan Bank of New York May 2009 - September 2013
Federal Home Loan Bank of New York 2008 - 2009
The Bank of New York Mellon 2006 - 2007
Hudson City Savings Bank 2006 - 2006
Education
NJCU 2013 — 2015
Master of Business Administration (MBA), Finance
Saint Peter's University 2006 — 2009
BS, International Business & Trade
BNY Mellon June 1987 - Present
The Bank of New York Mellon 1986 - Present
The Bank of New York 1987 - 2007
Skills
Capital Markets, Securities, Equities, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Banking, Bonds, Derivatives, Financial Services, Investments, Investment Banking, Mutual Funds, Portfolio Management, Series 7, Finance, Structured Finance, Valuation
Education
University of Rochester - Simon Business School 1985 — 1987
MBA, Finance
St. Lawrence University 1980 — 1984
GNC October 2010 - Present
UPMC October 2008 - October 2010
The Bank of New York Mellon May 2008 - September 2008
Slippery Rock University Alumni Association September 2005 - December 2005
Skills
Project Planning, Editing, Research, Marketing, Proposal Writing, Retail, Inventory Management, Facilities Management, Sales, Press Releases, Public Speaking, Customer Service, Event Planning, Microsoft Excel
Education
Slippery Rock University of Pennsylvania 2002 — 2006
B.S, Communications & Public Relations
Cigna March 2015 - Present
Consultant September 2009 - March 2015
Covance October 2011 - October 2013
The Bank of New York Mellon June 2008 - May 2009
Skills
Analysis, Management, PMO, Program Management, Project Management, Project Portfolio..., Quality Assurance, SharePoint, Visio, Quality Center, Governance, SDLC, Business Analysis, Enterprise Software, IT Strategy, Process Improvement, Vendor Management
Education
Syracuse University 2005 — 2009
Bachelor of Science, Information Management and Technology
YODIL November 2013 - Present
Cover-All Technologies April 2010 - November 2013
Moore stephens business solution 2007 - 2011
The Bank of New York Mellon 1998 - 2007
Skills
Data Warehousing, Business Intelligence, ETL, SSIS, Requirements Analysis, Business Analysis, Data Modeling, Database Design, Analysis Services, SDLC, SQL, Requirements Gathering, Program Management, Integration, PL/SQL, Dimensional Modeling, Microsoft SQL Server, T-SQL, Business Requirements, Data Integration, Data Migration, Databases, Product Design, Product Development
Education
Stevens Institute of Technology
MS Information Systems
Universidad Technologica de Santiago - UTESA
Dra. En Farmaco-Bioquimica -- Pharmacists
Jet.com July 2015 - Present
ZocDoc June 2014 - July 2015
Value Line September 2010 - June 2014
Radius Innovations, LLC October 2007 - August 2010
NavigationArts September 2009 - June 2010
The Bank of New York Mellon November 2004 - July 2008
Zotspot January 2005 - October 2007
Samick Music Corporation July 2003 - July 2004
Skills
Agile Methodologies, SDLC, Software Development, Microsoft SQL Server, SOA, C#, Web Applications, Web Services, ASP.NET, Integration, Management, Team Leadership, Requirements Analysis, SQL, Software Project..., WCF, Java, Scrum, Architecture, MySQL, Enterprise Software, Project Management, System Architecture, Enterprise Architecture, CMS, Software Engineering, Application Architecture, Design Patterns, TFS, Team Building, Solution Architecture, Database Design, Distributed Systems, Start-ups, Technical Leadership, Development Management, Application Design, Application Development, Sitecore, Patents, Turn-around Situations, Certified Scrum Master..., Spring, Hibernate, F#
Education
Suffolk University
BS, Computer Science, Minor in Mathematics
DTCC March 2012 - Present
BNY Mellon August 2010 - October 2011
The Bank of New York Mellon August 2010 - October 2011
Bear Stearns & Co - IT Division 1989 - January 2009
Bear Stearns 1989 - 2009
Smith Barney September 1981 - November 1989
Education
Saint Peter's University
The Bank of New York Mellon December 2011 - Present
Bridgewater Associates July 2010 - December 2011
Bridgewater Associates June 2008 - July 2010
Bridgewater Associates March 2007 - June 2008
Skills
Employer Branding, Talent Acquisition, Financial Services, Change Management, Strategy, Hedge Funds, Middle Office, Talent Management, Recruiting, Succession Planning, Onboarding, Performance Management, Personnel Management
Education
Southern Connecticut State University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
The Royal Bank of Scotland October 2008 - Present
The Royal Bank of Scotland September 2008 - January 2011
The Bank of New York Mellon August 2004 - September 2008
BNP PARIBAS - New York May 2000 - August 2004
Crédit Agricole Indosuez July 1997 - May 2000
NatWest Bank Plc 1993 - 1997
Skills
Trade Finance, Structured Products, Syndications, Structured Finance, Asset Management, Financial Transactions, Financial Structuring, Emerging Markets, Loan Origination, Finance, Fixed Income, Treasury Services, Financial Advisory, Loans, Relationship Management, Cash Management, Trading, Funding, Financial Markets, Project Finance, Credit, Investment Banking, Commercial Banking, Capital Markets, Operational Risk, Financial Institutions, Banking, Corporate Finance, Financial Risk, Portfolio Management, SWIFT payments, Derivatives, Credit Analysis, Treasury Management, FX Options, Factoring, Credit Risk, Liquidity Management
Education
Salve Regina University 1988 — 1992
Bachelor of Science (BS)
HBO June 2012 - Present
Critical Mass November 2011 - June 2012
The Bank of New York Mellon August 2006 - November 2011
Skills
Business Analysis, PHP, MySQL, AJAX, Google Apps, HTML + CSS, Photoshop, JavaScript, MVC, jQuery, OmniGraffle, Cloud Computing, LAMP, Wordpress, Joomla, HTML, E-commerce, WordPress, Google Analytics, SEO, Entrepreneurship, User Experience, Mobile Applications, Mobile Devices, Web Analytics, CMS, User Interface Design, Information Architecture, CSS, Web 2.0, Web Project Management
Education
State University of New York at Stony Brook 2002 — 2006
Business Management, Operations, Technological Systems Management
The Bank of New York Mellon September 2012 - Present
Wells Fargo April 2012 - September 2012
Chico's FAS Inc. September 2011 - March 2012
Thunderbird September 2007 - December 2008
Hewlett-Packard 2008 - 2008
San Jose State University August 2006 - February 2007
Skills
SPSS, MS Office Suite, Dreamweaver, Flash, Fireworks, COSMOS, Access, Excel, PowerPoint, Customer Relations, Data Analysis, Database Administration, Social Media Marketing, Google Analytics, Google Adwords, Market Research, Market Analysis, Event Marketing, Windows Movie Maker
Education
Thunderbird School of Global Management 2007 — 2008
MS, Global Management
San Jose State University 2004 — 2006
BS, Marketing
The Bank of New York Mellon December 2007 - September 2010
Alliance Bernstien Investments Inc October 2007 - December 2007
Matrix Settlement and Clearance Services LLC January 2007 - September 2007
Broadridge Financial Solutions Inc (ADP Clearing and Outsourcing Inc) February 2006 - December 2006
Skills
Banking, Internal Audit, Mutual Funds, Cash Management, Portfolio Management
Education
Stony Brook University 2001 — 2005
BS, Business Management
Resources Global Professionals August 2011 - Present
McConnell, Jones, Lanier & Murphy June 2009 - September 2010
The Bank of New York Mellon October 2006 - December 2008
JPMorgan Chase 2003 - 2006
Boy Scouts of America : Sam Houston Area Council 2002 - 2004
JP Morgan Chase 2000 - 2002
Chase Bank of Texas 1997 - 1999
Texas Commerce Bank 1984 - 1996
Skills
Project Management, Problem Solving, Financial Analysis, Accounting, Microsoft Excel, Structured Finance, Financial Modeling, Capital Markets, Risk Management, Coaching, Expediting, Client-focused, Mentoring, Consensus Building, Leadership, Banking, Due Diligence, Financial Reporting, Financial Services, Derivatives, Treasury Management, Strategy, Financial Accounting, Acquisition Integration, Securities, Cash Management, Restructuring, Management Consulting, Private Equity, Valuation, Business Planning, Mergers & Acquisitions
Education
Stephen F. Austin State University 1979 — 1983
BBA, Accounting
St. Thomas High School 1977 — 1979
The Bank of New York Mellon November 2005 - Present
Hewlett-Packard August 1980 - October 2005
Uarco, Inc. May 1978 - August 1980
Education
State University of New York College at Potsdam 1973 — 1976
Tablet Inc August 2014 - Present
The YMCA Retirement Fund November 2013 - June 2014
The Bank of New York Mellon February 2013 - August 2013
The Industry Magazine Brooklyn Fashion Week September 2012 - September 2012
Skills
Financial Operations, Fashion, Asset, Retail, Forecasting, Time Management, Management, Leadership, Inventory Management, Customer Service, Customer Satisfaction, Sourcing, Microsoft Excel, Business, Teamwork, Marketing, Financial Services, Policy, Securities, Finance, Analysis, Banking, Trading, Outlook
Education
State University of New York Empire State College 2013 — 2016
Associate's Degree, Business Management
Year Up New York 2012 — 2013
Work Force Development, Financial Operations
Edwards A. Reynolds West Side High School 2009 — 2011
Regents Diploma
JPMorgan Chase September 2011 - Present
Citi August 2004 - September 2011
State Street Bank March 1997 - September 2003
The Bank of New York Mellon August 1994 - March 1997
Skills
Strong knowledge of..., Strong written and..., Strong background and..., Strong attention to..., MS Word and Excel., Familiar with Broad..., Excellent interpersonal..., Team player, Microsoft Excel, Securities, Equities, Settlement, Financial Services, Research, Teamwork, Mutual Funds, Financial Analysis, Account Reconciliation, Finance, Accounting, Bonds, Invoicing, Microsoft Word, Outlook, Trading, Financial Risk, Customer Service, Fixed Income, Microsoft Office, Investments, Spreadsheets, Hedge Funds
Education
American Institute of Banking 1995 — 1996
Finance
Southern New Hampshire University 1985 — 1989
B.S., Marketing
Staten Island Emporium Education Consortium
Certificate, Microsoft Office Products
The Bank of New York Mellon January 2014 - Present
BNY Mellon January 2011 - January 2014
BNY Mellon April 2003 - January 2011
ABN AMRO Bank N.V. November 1993 - March 2003
Citibank 1988 - 1993
Skills
Banking, Cash Management, Financial Institutions, Trade Finance, Liquidity Management, Payments, Financial Transactions, Treasury Management, Internet Banking, AML, Financial Risk, Operational Risk..., Retail Banking, Financial Services, Treasury, Risk Management, Credit Risk, Funding, Relationship Management, Commercial Lending, Financial Markets, Treasury Services, Back Office, SWIFT payments, Trading, Bloomberg, Fixed Income, Bonds, Foreign Exchange, Asset Management, Payment Systems, Credit, Credit Cards, Capital Markets, Operational Risk, Derivatives, Core Banking, Securities, Finance, Credit Analysis, Investment Banking, Loans, Portfolio Management, Electronic Payments, Equities, Anti Money Laundering
Education
St. Lawrence University
BS, Organizational Psychology
National Grid April 2010 - Present
Various Clients May 2008 - August 2009
The Bank of New York Mellon July 1985 - January 2008
Skills
Talent Acquisition, Performance Management, Personnel Management, Succession Planning, Employee Engagement, Private Investigations, Outsourcing, Deferred Compensation, Human Resources
Education
St. Francis College
BS, Business Management
The New School
M.A., Human Resources Management & Development
Skinner, Auctioneers & Appraisers of Objects of Value June 2010 - Present
The Bank of New York Mellon September 2001 - January 2009
State Street April 1981 - September 2001
BayBank April 1977 - April 1981
Education
Suffolk University Law School 1981 — 1985
JD
Yale University 1970 — 1973
BA, Classics and Classical Languages, Literatures, and Linguistics
The Bank of New York Mellon June 2014 - Present
The Bank of New York Mellon July 2010 - May 2014
Northern Safety & Industrial June 2009 - July 2010
The Bank of New York March 2006 - May 2009
National Government Services March 2004 - March 2006
Inalign Inc April 2003 - November 2003
National Life Group November 1999 - November 2001
ISSI Technology Professionals March 1999 - November 1999
American Management Association April 1998 - March 1999
Monaghan Medical Corporation November 1996 - April 1998
Skills
Microsoft SQL Server, SQL, .NET, XML, ASP.NET, SharePoint, Crystal Reports, T-SQL, Web Services, HIPAA, SDLC, C#, VB.NET, Visual Studio, Unix, Visual Basic, Integration, Web Applications, MySQL, WCF, Software Development, Financial Services, Web Application Design, .NET Framework 1.1 - 3.5, MS Project, PPM, Insurance, JavaScript, XSLT, XHTML, XML Schema, DTD, Access, Testing, Java Enterprise Edition, Linux, Java, Databases, Visio, Program Management, Project Portfolio...
Education
Syracuse University 2003 — 2005
Cert., Microsoft Certified Application Developer (MCAD) Certificate
Brunswick College 1988 — 1990
AAS, Data Processing
J.P. Morgan June 2012 - Present
Citibank September 2009 - June 2012
The Bank of New York Mellon May 2006 - November 2008
RBC Capital Markets June 2004 - May 2006
Skills
Credit Analysis, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Analytics, Credit, Commercial Banking, Banking, Valuation, Corporate Finance, Strategy, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2007 — 2009
Masters of Business Administration, Finance, Strategy
St. Catherine University 2000 — 2004
B.S., Financial Economics, Business Administration
Indian School Salalah
Wireless Business Group, LLC 2012 - Present
AXA Equitable 2008 - 2011
The Bank of New York Mellon 2006 - 2008
Skills
Customer Relations, Customer Service, Financial Reporting, Staff Training, billing, Annuities, Corporate Finance, Group Presentations, Presentation Preparation, Data Presentation, Research
Education
SUNY Brockport 2000 — 2004
Bachelor of Science (B.S.), Organizational Communication, General
CannonDesign January 2014 - Present
Mount Sinai Health System June 2012 - December 2013
Memorial Sloan-Kettering Cancer Center April 2011 - June 2012
The Bank of New York Mellon September 2007 - February 2011
BBA Technical Services 2004 - August 2007
Atlantis Partners 2003 - 2004
Skills
Talent Acquisition, Software Development, Applicant Tracking..., Technical Recruiting, Onboarding, Recruiting, College Recruiting, Talent Management, Internet Recruiting, Benefits Negotiation, Sourcing, Executive Search, Employee Relations, Interviews, Temporary Placement, Vendor Management, Contract Recruitment, Employee Benefits, Management, Human Resources, Screening Resumes, SDLC, Taleo, Healthcare, Resume Writing, New Hire Orientations, Interview Preparation, PeopleSoft, Payroll, Career Counseling, Program Management, Job Fairs, Staffing Services, Screening, Benefits Administration, Deferred Compensation, Hiring, Leadership, Networking, Training, Customer Service
Education
St. Lawrence University 1999 — 2003
Bachelor of Science, Psychology
St. Lawrence University 1999 — 2003
Bachelor of Science (B.S.), Psychology
The Bank of New York Mellon June 2015 - Present
The Bank of New York Mellon June 2013 - May 2015
Deutsche Bank May 2012 - November 2012
JPMorgan Chase October 2011 - April 2012
JPMorgan Chase June 2010 - September 2011
JPMorgan Chase June 2009 - May 2010
Skills
Account Reconciliation, Finance, Internal Controls, Derivatives, Accounting, Financial Accounting, Valuation, Variance Analysis, Portfolio Management, Financial Risk, Analysis, Financial Services, Securities, FX Options, Mutual Funds, Fund Accounting, Auditing, Bloomberg
Education
Strayer University-Pennsylvania 2013 — 2017
Master of Science (MS), Accounting
Carelink International School 2010 — 2011
Caregiving, Nursing Aid
Cagayan de Oro College - PHINMA 2004 — 2008
Bachelor of Science (BS), Accounting and Related Services
Capitol University 2003 — 2004
Bachelor of Science (BS), Nursing
The Bank of New York Mellon January 2012 - Present
The Bank of New York Mellon November 2010 - January 2012
BNY Mellon 2006 - November 2010
JPMorgan January 2002 - October 2006
JPMorgan Chase November 1996 - January 2002
City of Houston June 1995 - November 1996
Skills
Banking, Business Analysis, Business Planning, Business Process..., Cash Management, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Human Resources, Leadership, Management, Mergers, New Business Development, Portfolio Management, Project Planning, Project Management, Relationship Management, Risk Management, Securities, Strategic Planning, Team Leadership, Process Improvement
Education
Stephen F. Austin State University 1991 — 1995
BA, General Business, Public Relations
Nordea August 2015 - Present
JPMorgan Chase December 2012 - July 2015
Forum Staffing Services January 2012 - November 2012
The Bank of New York Mellon July 2008 - June 2011
JP Morgan Chase December 2006 - July 2008
JP Morgan Chase February 2005 - December 2006
JP Morgan Chase January 2003 - February 2005
JP Morgan Chase October 2000 - December 2002
Skills
Banking, Global Custody, Fixed Income, Risk Management, KYC, Financial Services, Relationship Management, AML, Mutual Funds, Asset Managment, Corporate Actions, Middle Office, Back Office, Management, Account Reconciliation, Asset Management, Software Documentation, Fund Administration, Credit Risk, Trading, Finance, CRM, Financial Risk, Bloomberg, Operational Risk, Internal Audit, Hedge Funds, Anti Money Laundering, Derivatives, Financial Institutions
Education
University of Phoenix 2002 — 2005
Master of Arts, Organizational Management
St. Francis College 1995 — 2001
Bachelor of Science, Business Management
American Institute of Banking 1992 — 1994
Certificate, International Banking
"Retired" August 2008 - Present
The Bank of New York June 1964 - August 2008
The Bank of New York Mellon 1964 - 2008
Skills
Trade Finance, Banking, Product Management, Trading, Risk Management, Capital Markets, Financial Services, Letters of Credit, Cash Management, Analysis, Loans, Credit Risk, Management, Commercial Banking, Financial Risk, Credit, Relationship Management, Finance
Education
Rutgers, The State University of New Jersey-Newark 1969 — 1974
BS, Management
JPMorgan Chase & Co. June 2015 - Present
The Bank of New York Mellon June 2007 - Present
Skills
Financial Services, Fixed Income, Hedge Funds, Equities, Asset Management
Education
St. John's University 1995 — 1997
Bachelor's degree, Sociology
PMMC April 2015 - Present
PMMC March 2014 - Present
CDR Associates, a Xerox Company December 2007 - March 2014
The Hartford January 2007 - December 2007
The Bank of New York Mellon October 1999 - February 2007
Skills
Analysis, Auditing, Insurance, Time Management, Healthcare, Computer Security, Computer Forensics, Data Analysis, Microsoft Excel, Access, Microsoft Office, Research, Teaching, Financial Reporting, Financial Analysis, Internal Audit, Process Improvement
Education
Utica College 2010 — 2012
MS, Cybersecurity - Intelligence and Forensics, 4.0
SUNY Polytechnic Institute 1999 — 2003
BS, Applied Mathematics
BlackRock June 2015 - Present
The Bank of New York Mellon December 2007 - June 2015
State of Marlyand March 2006 - December 2007
State Employee's Credit Union (Maryland) September 2004 - March 2006
Skills
Account Reconciliation, Program Management, Securities, Business Analysis, Mutual Funds, Risk Management, Process Improvement, Financial Services, Financial Analysis, Banking, Management, Customer Service, Microsoft Excel, Microsoft Office
Education
Shippensburg University of Pennsylvania 2000 — 2004
Bachelor of Arts, Psychology/Business
Gain Capital September 2009 - Present
Crestron Electronics, Inc. May 2009 - September 2009
The Bank of New York Mellon August 2006 - March 2009
Credit Suisse January 2005 - August 2006
Information Builders March 2000 - November 2004
Interactive Edge July 1998 - March 2000
Stemo Ltd 1994 - 1998
Skills
MetaTrader 4, TIBCO EMS, Foreign Exchange, Microsoft Visual Studio..., .NET, C#, VB.NET, MS SQL Server, BOOST, MQL4, MT4 Expert Advisors, MT4 EA, MT4 Server API, MT4 Manager API, MT4 Datafeed API, Trading Systems, SDLC, XML, SQL, Databases, Integration
Education
Technical University Gabrovo 1990 — 1995
MS, Computer Engineering/Networks & Systems
The Bank of New York Mellon February 2015 - Present
Excellus BCBS October 2014 - August 2015
Gilroy, Kernan & Gilroy February 2014 - May 2014
EXPRESS November 2013 - May 2014
SUNY Institute of Technology August 2013 - May 2014
McDonald's Corporation May 2012 - January 2014
Finish Line May 2012 - September 2012
Burger King Corporation December 2008 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, Team Building
Education
SUNY Polytechnic Institute 2015 — 2016
MBA in technology management, Human resource management
State University of New York Institute of Technology at Utica/Rome 2010 — 2014
Bachelor's Degree, Business Administration- Minor in Finance
Cicero-North Syracuse High School 2007 — 2010
High School, General
The Bank of New York Mellon September 2000 - Present
Skills
Hedge Funds, Alternative Investments, Fund Administration, AML, Asset Managment, Back Office, Business Analysis, Business Process..., Change Management, Due Diligence, Investor Relations, KYC, Leadership, Management, Process Improvement, Project Management, Relationship Management, Transfer Agency, Fund Of Funds, Fund Accounting, Equities, Financial Analysis, Requirements Gathering, Financial Markets, Global Custody, Financial Risk, Bonds, Strategy, SDLC, Risk Management, Banking, Private Equity, Program Management, Mutual Funds, Valuation, Securities, Financial Services, Middle Office, Corporate Actions
Education
St. John's University
Bachelor of Science (B.S.), Psychology
Strategic Financial Services November 2007 - Present
The Bank of New York Mellon June 2005 - November 2007
Skills
Strategic Planning, Strategic Financial...
Education
SUNY Oswego 2003 — 2005
BS, Business Administration
Herkimer County Community College 2001 — 2003
AAS, Accounting
The Bank of New York Mellon July 2005 - Present
M&T Bank 2004 - 2005
Skills
Corporate Trust, Fixed Income, Securities, Structured Finance, Securitization, MBS, Global Custody, Hedge Funds, Financial Services, Trust Services, Relationship Management, Bonds, Portfolio Management, Capital Markets, Derivatives, Alternative Investments, Equities, Asset Management, Mutual Funds, Structured Products, Bloomberg, CDO
Education
Susquehanna University 2000 — 2003
B.S., Finance
TSYS Loyalty and Prepaid August 2012 - Present
U.S. Bank May 2007 - August 2012
The Bank of New York Mellon April 2000 - May 2007
Bank of America August 1997 - December 1999
Skills
Process Improvement, Credit, Budgets, Finance, CRM, Auditing, Accounting, Cash Management, Time Management, Banking, Risk Management
Education
University of Phoenix 2008 — 2009
Masters, Accountancy
University of Alabama 1989 — 1991
BS
Salem College 1987 — 1989
McGladrey February 2014 - July 2014
DuncanSowers & Company, PLLC. February 2012 - May 2013
United States Department of Treasury - Internal Revenue Service April 2008 - January 2012
The Bank of New York Mellon December 2006 - January 2008
The Med Shop Total Care, Inc. February 1997 - May 2006
Skills
Auditing, Tax, Microsoft Office, Financial Reporting, Internal Audit, Internal Controls, Accounting, Marketing, Investments, Microsoft Word, Legal Writing, Analysis
Education
University of Texas at Tyler 1995 — 2002
BBA, Marketing, Accounting
Tecnológico de Monterrey 2002 — 2002
International Marketing
BNY Mellon December 2011 - Present
BNY Mellon June 2009 - November 2011
The Bank of New York Mellon October 2006 - May 2009
JPMorgan Chase February 2005 - October 2006
MSX International March 1999 - February 2005
Fundacao Coppetec January 1998 - February 1999
Petroleo Ipiranga January 1996 - December 1997
Núcleo de Computação Eletrônica - NCE/UFRJ March 1993 - December 1997
Skills
Business Analysis, Equities, Portfolio Management, Fixed Income, SDLC, Asset Managment, Banking, Vendor Management, Financial Analysis, Project Management, Brazilian Portuguese, Jeitinho Brasileiro, Program Management, Process Improvement, Management, Finance, Product Management, Asset Management, Requirements Analysis, Business Requirements, Quality Assurance, Requirements Gathering, Strategy, Software Project..., Business Process, Integration, Analysis, Leadership, Software Documentation, Financial Services, Risk Management, Testing, Forecasting, Mergers & Acquisitions, PMO, Project Portfolio...
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Executive MBA, Finance
Universidade Federal do Rio de Janeiro 1992 — 1998
B. Sc., Computer Science
Third Sector Capital Partners January 2015 - Present
The Bank of New York Mellon April 2010 - August 2013
SymPro Software October 2006 - April 2010
Public Financial Management July 2004 - October 2006
Skills
Financial Modeling, Business Planning, Market Research, Business Strategy, Competitive Analysis, Product Management, Analytics, Strategic Planning, Urban Infill Development, Urban Redevelopment
Education
Smith College 2000 — 2004
BS
Prep for Prep - Contingent XVI
The Dalton School
BNY Mellon 2003 - Present
The Bank of New York Mellon 2003 - Present
Qwest 1997 - 2002
Qwest Communications 1997 - 2002
EDS January 1992 - June 1997
Education
Stevens Institute of Technology 1990 — 1992
MS, Computer Science
Xidian University
JPMorgan & Chase Co. June 2010 - Present
The Bank of New York Mellon May 2007 - May 2010
Education
Stony Brook University 2001 — 2006
The Bank of New York Mellon 1998 - Present
Skills
SDLC, Vendor Management, Software Project..., Requirements Analysis, IT Strategy, Business Analysis, Agile Methodologies, Process Improvement, Requirements Gathering, PMO, Financial Services, Project Management, Integration, IT Management, Interpersonal..., Management
Education
State University of New York - System
Bachelor of Science, Computer and Information Science
BNY Mellon June 2009 - Present
The Bank of New York Mellon 2002 - Present
Bank of New York Mellon January 2001 - Present
Skills
Client Service, Customer Relations, Microsoft Office, Excel, Compliance, Process Improvement, PowerPoint, Customer Service, Financial Institutions, Training, Client Services, Financial Services, Management, Microsoft Excel, Global Custody
Education
St. John Fisher College 1990 — 1994
Deutsche Bank September 2007 - Present
JPMorgan Chase 2006 - 2007
The Bank of New York Mellon 2003 - 2006
Instinet Corporation 1999 - 2002
Education
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
MBA, Accounting
West Virginia University 1982 — 1986
Left Lane Cars LLC November 2011 - Present
AllianceBernstein August 2007 - October 2011
The Bank of New York Mellon December 2006 - August 2007
The New York Stock Exchange June 1997 - December 2002
Education
Stony Brook University 2004 — 2006
BA, Economics
Bersot Capital Management January 2014 - Present
Charles Schwab Investment Management July 2008 - June 2012
The Bank of New York Mellon March 2008 - June 2008
Independence Capital Management January 2007 - December 2007
BlackRock January 2006 - December 2006
Skills
Equities, Investments, Fixed Income, Trading, Hedge Funds, Portfolio Management, Bloomberg, Financial Analysis, Finance, Due Diligence, Valuation, Mutual Funds, Equity Research, Bloomberg Terminal, Analysis, Financial Modeling, ETFs, Asset Allocation, Investment Strategies, Alternative Investments
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Science, Finance
La Jolla Country Day School 1997 — 2001
The Bank of New York Mellon March 2010 - Present
Bank of New York Mellon October 2001 - March 2010
Prudential Financial 2000 - 2003
Prudential Financial 1998 - 2000
Prudential Financial 1996 - 1998
Education
Seton Hall University 1994 — 1998
MBA, Business Administration
Highmark Inc. April 2015 - Present
Direct Energy Business October 2014 - March 2015
Direct Energy Business July 2014 - September 2014
Direct Energy April 2013 - June 2014
The Bank of New York Mellon November 2011 - March 2013
The Bank of New York Mellon October 2010 - October 2011
Philips Healthcare June 1998 - October 2010
Philips 1998 - 2010
Respironics May 2007 - May 2008
Respironics January 2004 - April 2007
Skills
SAP, Analysis, Management, Budgets, Finance, Mergers, Leadership, Procurement, Due Diligence, Microsoft Excel, PeopleSoft, Inventory Management, Microsoft Office, SAP BW, Business Objects, Logistics, Financial Analysis, Forecasting, ERP, Medical Devices
Education
Seton Hill University 2003 — 2005
Masters, Business Administration
University of Pittsburgh 1995 — 1997
UNIVERSITY OF PITTSBURGH
B.S, Management-Accounting; Accounting
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
Hong Kong and Shanghai Banking Corporation May 2014 - Present
The Bank of New York Mellon December 2006 - May 2014
JP Morgan Chase 1999 - 2006
JP Morgan Chase 1999 - 2006
Skills
Financial Services, Payments, Product Management, Cash Management, Portfolio Management, Risk Management, Banking, Relationship Management, Treasury Management, Financial Risk, Internet Banking, Credit Cards, Commercial Banking
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
Master's degree, International Economics
Stanford University 1984 — 1989
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
The Bank of Greene County March 2004 - Present
Greene County Chamber of Commerce January 2005 - December 2010
Bank of Montreal 1997 - 2003
The Bank of New York Mellon 1986 - 1997
Skills
Banking, Financial Risk, Strategic Planning, Credit Analysis, Derivatives, Credit, Financial Analysis, Public Speaking, Risk Management, Management, Equities, Investment Banking, Portfolio Management, Mutual Funds, Executive Management, Insurance, Financial Services, Loans, Commercial Lending, Retail Banking, Corporate Finance, Investments, Capital Markets, Finance, Fixed Income, Financial Structuring, Credit Cards, Small Business Lending, Commercial Mortgages, Asset Based Lending, Bonds, Securities, Commercial Banking, Cash Management, Credit Risk, Consumer Lending, Syndications, Leveraged Finance, Loan Origination, Relationship Management
Education
Saint Bonaventure University 1976 — 1979
BA, Political Science
Newburgh Free Academy 1970 — 1973
High School
The Bank of New York Mellon April 2008 - Present
The Bank of New York Mellon August 2006 - March 2008
The Bank of New York Mellon August 2004 - August 2006
Education
Spelman College 2000 — 2004
Citi August 2015 - Present
Citi January 2014 - August 2015
BNY Mellon June 2011 - December 2013
The Bank of New York Mellon September 2007 - June 2011
The Bank of New York June 2006 - September 2007
Skills
Fixed Income, Treasury, Bloomberg, Corporate Finance, ALM, Structured Products, Financial Modeling, SEC filings, Hedging, Treasury Management, Capital Markets, Derivatives, Finance, Interest Rate Risk..., Financial Risk, Hedge Funds, Risk Management, SEC Filings
Education
Columbia University in the City of New York 2012 — 2015
MA, Mathematics of Finance
Columbia University in the City of New York 2011 — 2012
Quantitative Studies for Finance Certificate Program
St. John's University, The Peter J. Tobin College of Business 2003 — 2008
BS, Accounting, magna cum laude
BNY Mellon January 2012 - Present
Computershare January 2012 - Present
BNYMellon 2006 - Present
The Bank of New York Mellon 2005 - Present
Education
St. Francis College 1983 — 1988
E*TRADE Financial Corporation May 2014 - Present
E*TRADE Financial May 2012 - May 2014
Computershare January 2012 - April 2012
The Bank of New York Mellon April 2008 - April 2012
The Bank of New York Mellon September 2005 - April 2008
BNY Mellon 2001 - 2007
Skills
Securities, Project Management, Coaching, Financial Services, Training, Call Centers, Analysis, Banking, Business Planning, Business Process, Corporate Actions, Databases, Equities, Investments, Leadership, Management, Mutual Funds, Risk Management, Series 7, Series 63, Vendor Management
Education
Berkeley College
Santa Clara University
Certified Equity Professional
The Bank of New York Mellon
Skills
Securities, Fixed Income, Mutual Funds, Financial Services, Banking, Equities, Capital Markets, Derivatives, SDLC, Middle Office, Back Office, Bloomberg, Securities Lending, Bonds, Hedge Funds
Education
Saint Peter's University 1989 — 1993
The Bank of New York Mellon Investment ManagementMorgan Stanley Investment ManagementOctober 2002 - April 2005
Education
Rutgers, The State University of New Jersey-Newark 1998 — 2002
The Bank of New York Mellon 2010 - Present
BNY Mellon February 1998 - Present
Skills
Equities, Financial Analysis, Fixed Income, Financial Services, Securities, Investments, Series 7, Insurance
Education
Saint Vincent College 1989 — 1993
The Bank of New York Mellon October 2006 - March 2008
JPMorgan Chase April 1999 - September 2005
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Deutsche Bank April 2010 - Present
Oracle Financial Services Software Ltd April 2006 - Present
Sumitomo Trust & Company December 2009 - April 2010
The Bank of New York Mellon August 2007 - October 2009
GoldenSource 2005 - 2006
TCS September 2000 - September 2005
Education
University of Mumbai 1996 — 1999
S.P. Jain Institute of Management & Research
County of San Mateo SamCERA September 2009 - Present
County of San Mateo August 2008 - September 2009
The Bank of New York Mellon March 2004 - August 2008
Education
San Francisco State University 1996 — 2002
US Bank July 2015 - Present
Deutsche Bank July 2013 - July 2015
The Bank of New York Mellon November 2000 - July 2013
United Systems Integrators Corporation 1998 - November 2000
Education
Southern New Hampshire University 1982 — 1986
JLL May 2015 - Present
The Bank of New York Mellon January 2007 - April 2015
Commerce Bank January 2005 - December 2006
Volunteer Income Tax Assistance - IRS January 2006 - May 2006
Education
Hunter College - City University of New York 2005 — 2006
Bachelors of Science, Accounting
State University of New York at New Paltz 2001 — 2004
Pinnacle Derivatives September 2009 - Present
Pinnacle Derivatives Group February 2009 - September 2009
The Bank of New York Mellon July 2006 - February 2009
Skills
Energy, Derivatives, Commodities, Options, Natural Gas, Commodity, Energy Markets, Hedging, Commodity Markets, Equities, Financial Markets, Trading
Education
Syracuse University 2002 — 2006
Bachelor’s Degree, BA - Political Science
McGraw Hill Financial April 2015 - Present
Fund of Hedge Funds June 2014 - April 2015
The Bank of New York Mellon 2007 - August 2013
The Bank of New York Mellon December 2007 - January 2009
Lord Abbett January 2005 - August 2007
MetLife Financial Services February 2004 - November 2004
Skills
Alternative Investments, Marketing, Business Strategy, Hedge Funds, Equities, Financial Services, Fixed Income, Investments, Asset Management, Securities, Mutual Funds, Sales, Derivatives, Fund Accounting, Fund Administration, Financial Markets
Education
State University of New York College at Brockport
BS, Public Relations
Computershare, LLC. January 2012 - Present
BNY Mellon 2010 - December 2011
Merrill Lynch Trust Company January 2008 - February 2009
The Bank of New York Mellon October 2006 - November 2007
First Investors Corporation May 1987 - October 2006
Skills
AML, Compliance, Banking, Securities, Policy, Financial Risk, Risk Management, Financial Services, Mutual Funds, Operational Risk..., KYC, Corporate Governance, Capital Markets, Equities, Hedge Funds, Operational Risk
Education
San Beda College 1974 — 1978
Bachelor of Law, Law
University of Santo Tomas 1969 — 1973
Bachelor of Science, Sciences
The Bank of New York Mellon September 2008 - Present
BNY Mellon 1994 - Present
Strand Management Solutions, Inc. June 1986 - October 1994
Education
Stevens Institute of Technology 1982 — 1986
Bachelor, Science
Rice University June 2008 - Present
THE BANK OF NEW YORK MELLON 2007 - 2008
JPMorgan Chase 2005 - 2008
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Due Diligence, Private Equity, Analysis, Financial Services, Management, Leadership, Corporate Finance, Investments, Auditing, Finance, Venture Capital, Banking
Education
Southwestern University 1987 — 1991
BNP Paribas January 2012 - Present
The Bank of New York Mellon 2008 - 2011
Citigroup 2007 - 2008
Techspan January 2005 - December 2005
Codecx Tech (later CXW Software Services) 2003 - 2005
Exceed Consultancy Services 2001 - 2005
Skills
Requirements Analysis, SDLC, Agile Methodologies
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2003 — 2006
Masters, Computer Applications
Mumbai University 1996 — 1998
Bachelor, Commerce, Economics, Financial Accounting
Independence Asset Advisors April 2014 - Present
BNY Mellon Wealth Management January 2013 - March 2014
The Bank Of New York Mellon September 2009 - December 2012
BNY Mellon Wealth Management 2006 - 2010
Skills
Asset Management, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investments, Wealth Management, Securities, Fixed Income, Asset Allocation, Financial Analysis
Education
Saint Joseph's University 2002 — 2006
BS, Finance
Richard and Susan Smith Family Foundation 2012 - Present
The Bank of New York Mellon 2007 - 2012
Hyams Foundation 2005 - 2007
Boston University 2002 - 2005
Skills
Non-profits, Philanthropy, Program Development, Grant Writing, Community Outreach, Grants, Policy Analysis, Research, Program Evaluation, Public Speaking, Qualitative Research, Strategic Planning, Event Planning, Program Management, Organizational...
Education
Boston University 1999 — 2002
MSW, EdM
Smith College 1993 — 1997
BA, Latin American Literature and Latin American Studies
The Bank of New York Mellon August 1997 - Present
Chase Manhattan Corporation October 1986 - August 1997
Skills
Leadership, Hedge Funds, Financial Services, Management, Investment Management, Investments, Capital Markets, Enterprise Software, Financial Risk, Fixed Income, Equities, Credit, Derivatives, Securities, Alternative Investments, Bonds, Risk Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Saint Bonaventure University 1982 — 1986
BBA, Finance, Accounting
bethpage high school
Citi Private Bank January 2014 - Present
Citi Private Bank January 2010 - December 2013
The Bank of New York Mellon May 2008 - September 2008
Capmark June 2007 - August 2007
GMAC Commercial Mortgage June 2006 - August 2006
Skills
Fixed Income, Investments, Bloomberg, Microsoft Excel, Investment Strategies, Haver Analytics, The Yield Book, Asset Allocation, Asset Management, Capital Markets, Securities, Financial Analysis, Analysis, Credit
Education
State University of New York at Buffalo - School of Management 2004 — 2008
B.S., Finance and Marketing
BNY Mellon May 2009 - Present
The Bank of New York Mellon May 2000 - Present
Education
St. Joseph's College 2002 — 2005
MBA & MS, Business Administration & Management
BNY Mellon January 2015 - Present
BNY Mellon July 2011 - December 2014
BNY Mellon November 2010 - July 2011
The Bank of New York Mellon January 2008 - November 2010
The Bank of New York Mellon June 2006 - January 2008
Skills
Banking, Product Management, Sales, Cross-functional Team..., Management, Proposal Writing
Education
State University of New York - System 1974 — 1978
BA, French
Reverse Mortgage Funding LLC January 2013 - Present
Security One Lending September 2012 - January 2013
MetLife Home Loans June 2008 - July 2012
The Bank of New York 1992 - 2008
The Bank of New York Mellon 1992 - 2008
BNY Mellon 1992 - 2007
Education
Syracuse University 1983 — 1987
Political Science and Government, Psychology
The Bank of New York Mellon September 2010 - Present
Ivy Asset Management November 2009 - January 2012
UBS Wealth Management October 2007 - October 2008
The Bank of New York 2004 - 2008
Education
State University of New York College at Oneonta
Business and Economics, Economics
BNY Mellon March 2015 - Present
BNY Mellon January 2013 - Present
The Bank of New York Mellon July 2005 - January 2013
Pershing 1999 - 2005
Skills
Disaster Recovery, IT Operations, Enterprise Architecture, Incident Management, Information Security..., System Administration, Business Analysis, Troubleshooting, Process Improvement, Project Management, Vendor Management, IT Management, Information Security, IT Strategy, ITIL, Lotus Notes, Visio, IT Service Management, SDLC, Business Continuity, Data Center, Integration, Servers, Risk Management, Technical Support, Security, Blackberry Enterprise..., PMP, Microsoft Exchange, Governance, SCCM, Unix, Project Portfolio..., Blackberry, Business Process, Software Documentation, PMO, Infrastructure, SharePoint, AIX, Information Technology, System Deployment, BMC Remedy, Windows, Data Migration, Lotus Domino, Project Delivery, Citrix, Virtualization
Education
Syracuse University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Child Development and Psychology
New York University 2010 — 2012
Professional Certificate, Project Management
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2012 - June 2013
The Bank of New York Mellon October 2010 - May 2012
The Bank of New York Mellon October 2007 - October 2010
The Bank of New York Mellon October 2006 - October 2007
Skills
Business Analysis, Risk Management, Fixed Income, Access, Visio, Microsoft Excel, MS Project, Analysis, Banking, Finance, Equities, Asset Managment, Financial Analysis, Securities, Data Analysis, Asset Management, Financial Modeling, R, Bloomberg
Education
Syracuse University 2011 — 2013
MS, Information Management
Syracuse University 2011 — 2013
CAS, Data Science
University at Buffalo 2001 — 2006
BS, Business Administration
The Bank of New York Mellon October 1998 - Present
Education
SUNY Stony Brook
Castle of Dreams Animal Rescue, A NJ Non-Profit Corporation June 2003 - Present
Computershare March 1995 - Present
The Bank of New York Mellon January 2002 - December 2011
Chase Mellon Shareowner Services 1997 - 2001
Chemical Mellon Shareowner Services 1995 - 1997
Skills
Project Implementation, Financial Analysis, Compliance Audits
Education
St. Peter's College 1989 — 1993
Bachelor of Science, Accounting
State Street August 2015 - Present
The Bank of New York Mellon February 2013 - May 2015
Wipro Technologies/Credit Suisse, Nomura Securities, Freelance January 2012 - February 2013
Citigroup April 2009 - October 2011
Bridgewater Associates February 2009 - April 2009
Moore Capital Management May 2005 - December 2008
Soros Funds Management LTD October 2002 - May 2005
Goldman Sachs July 2000 - January 2002
Citibank / Citigroup June 1994 - June 2000
Industrial Bank of Japan May 1990 - June 1994
Skills
Collateral Management, Operational Risk, Client Services, Process Engineering, Customer Relations, Derivatives, Settlements, Risk, ISDA, Fixed Income, Equities, Hedge Funds, CDS, Swaps, Capital Markets, Prime Brokerage, Financial Markets, Middle Office, FX, Trading Systems, Equity Derivatives, Back Office, Commodities, Credit Derivatives, Asset Management, Alternative Investments, Interest Rate..., Credit Risk, Risk Management, Operational Risk...
Education
Saint Peter's University 1984 — 1987
Bachelor of Science, Management/Marketing
First Commonwealth Bank March 2011 - Present
Fifth Third Bank March 2010 - March 2011
Cobain Financial Consulting and Business Improvement January 2009 - April 2010
The Bank of New york Mellon August 1991 - December 2008
The Bank of New York 1991 - 2008
Mellon Financial 1991 - 2008
Skills
Securitization, Portfolio Management, Commercial Lending, Treasury Management, Wealth Management, Loans, Credit, Equities, Credit Analysis, Asset Managment, Mutual Funds, Financial Modeling, Corporate Finance, Relationship Management, Financial Analysis, Risk Management
Education
West Virginia University 1980 — 1981
M.B.A., Finance
St. Francis University 1976 — 1980
B.S., Economics
SEI August 2012 - Present
SEI September 2011 - July 2012
SEI August 2010 - August 2011
AmerisourceBergen January 2009 - August 2009
The Bank of New York Mellon August 2007 - January 2008
Skills
Financial Analysis, Hedge Funds, Fund Accounting, Alternative Investments, Fund Of Funds, Fund Administration, Supervising, Microsoft Excel, Investments, Accounting, Microsoft Office, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance, Marketing
Royal Bank of Canada February 2010 - October 2010
The Bank of New York Mellon March 2007 - February 2009
General Electric Capital Corp December 2003 - February 2007
Various Consulting Assignments - 1 of 2 March 1999 - November 2003
Various Consulting Assignments - 2 of 2 January 1995 - November 1998
Permanent Jobs - 1 of 2 July 1982 - December 1994
Permanent Jobs - 2 of 2 July 1973 - January 1982
Education
Fairleish Dickinson University - 1989 1987 — 1989
MBA, Accounting
Fairleigh Dickinson University - 1979 1976 — 1979
MBA, Management
University of Virginia 1976 — 1978
Graduate Diploma, Banking
Seton Hall University 1969 — 1973
BS, Finance
The Bank of New York Mellon 2007 - Present
Bank of America 2004 - 2007
Morgan Stanley Wealth Management 2003 - 2004
Prudential Financial 2000 - 2003
Paine Webber 1999 - 2000
Goldman Sachs 1998 - 1999
Skills
Business Analysis, Project Management, Risk Management, Financial Services, SDLC, Consulting, Fixed Income, Requirements Gathering, Analysis, Derivatives
Education
Saint John's University - Peter J. Tobin College of Business
Master of Business Administration (MBA), Finance
University of Miami - School of Business
Bachelor of Business Administration (BBA), Business Management and Organization
New York University January 2013 - Present
The Bank of New York Mellon September 2002 - 2012
BNY Mellon September 2002 - January 2008
Gruntal LLC 1990 - 2001
Bankers Trust and Global Processing Alliance 1983 - 1990
Skills
Financial Accounting, Change Management, Procedures Manuals, Contract Negotiations, Team Leadership, Information Risk..., Performance..., Financial Reporting, Documentation, Data Resource Management, ERP, Organizational..., Change Leadership, Accounts Payable, General Ledger, Fixed Assets, Project Implementation, PeopleSoft, Business Continuity, Operations Management, C-Suite Interaction, Financial Close Process, Internal Controls, Successful Audits, Enterprise Solutions, Risk Management, Mergers & Acquisitions, Outsourcing, Quality Assurance, Financial Modeling, Mergers, Policy, Process Improvement, Financial Analysis, Program Management, Business Intelligence, Management, Strategic Planning, Cross-functional Team..., Sarbanes-Oxley Act, Forecasting, Financial Risk, Business Process..., Vendor Management, IFRS, Hyperion Enterprise, Finance, Managerial Finance, Financial Services, Auditing
Education
Rutgers, The State University of New Jersey-Newark
BA, Accounting
MFS Investment Management December 2014 - Present
Eagle Investment Systems April 2008 - November 2014
The Bank of New York Mellon 2006 - 2008
The Boston Company 1984 - 1992
Skills
Financial Services, Fixed Income, SDLC, Business Analysis, Fund Accounting, Securities, Equities, Corporate Actions, Asset Management, Derivatives, Mutual Funds, Requirements Analysis, Process Improvement
Education
Simmons College 1980 — 1984
Bachelor of arts, Accounting
Equator, An Altisource Business Unit August 2010 - Present
Wells Fargo Bank March 2010 - July 2010
The Bank of New York Mellon August 2005 - March 2010
Cognizant Technology Solutions March 2005 - March 2010
Skills
Web Services, Java, XML, SOA, Java Enterprise Edition, SDLC, Agile Methodologies, Spring, JMS, Requirements Analysis, Microsoft SQL Server, Enterprise Architecture, SQL, AJAX, Hibernate, IIS, Struts, Spring Framework
Education
Shanmugha Arts, Science, Technology and Research Academy 2000 — 2004
B.E, Information Technology
Sri Vidya Mandir, SSP, Salem
Resource Center for Independent Living, Inc. 2007 - 2012
The Bank of New York - Mellon 2006 - 2007
MetLife 2004 - 2006
ARC of Oneida-Lewis 1996 - 2004
Skills
Healthcare, Microsoft Office, Training, Supervisory Skills, Case Managment, Records Management, Recruiting, Presentations, Behavior Management, Quality Assurance
Education
State University of New York College at Geneseo 1984 — 1988
Bachelor of Arts (B.A.), English/Eduaction
Sayville High School
Sayville High School
The bank of New York Mellon 1975 - 2008
The bank of New York Mellon 1975 - 2008
The Bank of New York Mellon 1975 - 2008
Education
Stony Brook University 1969 — 1973
The Bank of New York Mellon September 2006 - Present
H&R Block January 2009 - April 2010
Hernandez Tax & Consulting 2006 - 2008
Bloomberg LP March 2006 - May 2006
Skills
Data Mining, Financial Modeling, Project Management, Python, SQL, AutoHotKey, R, Regular Expressions, Product Development, Product Support, Testing, Mainframe Systems, Microsoft Excel
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
MBA, Management of Technology & Operations, Business Analytics, Entrepreneurship & Innovation
Swarthmore College 2001 — 2005
Bachelor of Arts, Spanish, Japanese
The Korea Society 2011 — 2012
Japan Society 2008 — 2010
JP Morgan Private Bank July 2010 - Present
JPMorgan Chase June 2009 - August 2009
The Bank of New York Mellon June 2008 - August 2008
J.H. Cohn LLP June 2005 - August 2008
Skills
Business Analysis, Microsoft Excel, Access, Data Analysis, Financial Analysis, Process Improvement, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Word
Education
Stevens Institute of Technology 2006 — 2010
Bachelor of Science, Major: Business & Technology; Minor: Economics
The Bank of New York Mellon July 1996 - Present
Bankers Trust Company 1989 - 1996
The Chase Manhattan Bank 1988 - 1989
Merrill Lynch 1984 - 1988
Merrill Lynch 1983 - 1984
Education
St. John's University, The Peter J. Tobin College of Business 1978 — 1983
BS, Finance
Balter Capital Management, LLC July 2015 - Present
Balter Liquid Alternatives, LLC July 2015 - Present
The Bank of New York Mellon May 2010 - July 2015
State Street April 2007 - May 2010
CareScout January 2007 - March 2007
First Investors Corporation May 2006 - November 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)
State University of New York College at Geneseo 2003 — 2006
BA, Economics
The Bank of New York Mellon August 2007 - Present
Metro Bank 2006 - 2007
Fulton Financial Corporation January 2006 - December 2006
Stambaugh Ness, PC June 2002 - December 2005
Skills
Internal Controls, Auditing, Financial Reporting, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Accounting, Financial Accounting, GAAP, US GAAP, External Audit, Account Reconciliation, Financial Statements, Financial Risk, Financial Audits, Enterprise Risk...
Education
Shippensburg University of Pennsylvania 1998 — 2002
James Buchanan High School 1994 — 1998
BNY Mellon November 1985 - Present
BNYMellon 1985 - Present
The Bank of New York Mellon 1985 - Present
Bank of NY Mellon 1985 - Present
Skills
Software Project..., Agile Methodologies, TSO, Vendor Management, Data Center, Mainframe, Business Continuity, IT Strategy, SDLC, Disaster Recovery, IBM Mainframe, VSAM, COBOL, ITIL, CICS, Unix, z/OS, MVS, Business Analysis, SharePoint, IT Management, Risk Management, PMP, DB2, Enterprise Architecture, Virtualization, Project Management, Oracle, Solaris, Sybase, Requirements Analysis, Visio, JCL
Education
SUNY Brockport 1979 — 1983
BS, Computer Science and Mathematics
The Bank of New York Mellon December 1995 - June 2015
Skills
Portfolio Management, Equities, Banking, Risk Management, Financial Services, Fixed Income, Securities
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Business Management / Finance
Ernst & Young LLP July 2013 - Present
Syracuse University September 2011 - June 2013
The Bank of New York Mellon May 2012 - August 2012
Infosys Technologies Limited February 2011 - June 2011
Skills
C, c++, java, JavaScript, HTML + CSS, Microsoft Office, SQL, Oracle SQL, Visio, MS Project, SharePoint, Access, HTML, Software Development
Education
Syracuse University 2011 — 2013
Master of Science, Information Management
Amrita University 2007 — 2011
Bachelor of Engineering, Information Technology; Business Communication, Accountancy
FedEx Services August 2011 - Present
The Bank of New York Mellon September 2000 - June 2009
AT&T 1999 - 2000
TMS 1997 - 1999
Skills
Servers, Security, Solaris, AIX, Project Management, Networking, Software Installation, Hardware
Education
Seton Hill University 2003 — 2006
M.A., Writing Popular Fiction
University of Pittsburgh 1991 — 1995
B.S., Applied Math/Computer Science
CommVault July 2012 - Present
The Bank of New York Mellon November 2005 - July 2012
L'Oreal USA October 2004 - July 2005
Mellon Financial February 1999 - October 2004
Skills
Human Resources, Deferred Compensation, PeopleSoft, Performance Management, HRIS, Equities, Employee Benefits, Personnel Management, Onboarding, Succession Planning, Incentive Programs, Talent Management, Applicant Tracking...
Education
Seton Hall University
BA, Social & Behavioral Sciences
The Bank of New York Mellon Managing DirectorBNY MellonFebruary 1989 - 2015
Skills
Fixed Income, Hedge Funds, Financial Services, Risk Management, Banking, Financial Risk, Portfolio Management, Securities, Capital Markets, Derivatives, Cash Management, Equities, Sales Operations, Operations Management, Innovation Management, Business Process..., Trade Finance, Letters of Credit, Collections, Systems Analysis, Statistical Data..., Bank Reconciliation, Budget Management, Return on Investment, Money Market, Workflow Management, Segregated Funds, Electronic Funds..., Commercial Lending, Mortgage Banking, International Banking..., Standby letter of credit, Corporate Finance, Managerial Finance, Client Relations
Education
The Sage Colleges-Sage Graduate School 1994 — 1997
Master of Business Administration (MBA), Finance, General, 3.8
State University of New York College at Geneseo 1984 — 1988
Bachelor of Science (B.S.), Management Science, 3.7
American Institute of Banking
Banking Certification, Commercial Banking, 4.0
StateStreet August 2008 - Present
The Bank of New York Mellon 2003 - 2007
Lord Abbett 1994 - 2000
Weil Gotshal and Manges 1988 - 1994
Skills
Hedge Funds, Securities, Alternative Investments, Mutual Funds, Financial Services, Equities, Relationship Management
Education
State University of New York College at Oneonta 1982 — 1986
BS, Political Science
JPMorgan Chase October 2006 - Present
JPMChase October 2006 - May 2013
The Bank of New York 1999 - 2006
BNY Mellon 1986 - 2006
The Bank of New York Mellon 1986 - 2006
Skills
Banking, Retail Banking, Financial Services, Portfolio Management, Credit, Small Business Lending
Education
Saint Peter's University 1977 — 1981
Accounting and Finance
RBC Wealth Management January 2013 - Present
BNY Mellon July 2010 - January 2013
The Bank of New York Mellon July 2008 - September 2011
Brown Brothers Harriman September 2006 - June 2008
Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Capital Markets, Retirement
Education
Skidmore College 2002 — 2006
BA, Management & Business
Wells Fargo Weath Management March 2013 - Present
The Bank of New York Mellon September 2009 - February 2013
The Bank of New York Mellon April 2007 - September 2009
Investors Bank and Trust July 2006 - March 2007
Eastern Bank September 2002 - June 2006
Skills
Tax, Accounting, Mutual Funds, Financial Analysis, Corporate Finance, Investments, Account Reconciliation, Internal Controls, Risk Management, Bloomberg, Financial Reporting, Fixed Income, Financial Modeling, Sarbanes-Oxley Act, Finance, Fund Accounting
Education
Bentley University - McCallum Graduate School of Business 2009 — 2011
Master, Business Administration
Salem State College 2003 — 2006
Bachelor of Science, Business Finance
The Bank of New York Mellon October 2005 - Present
Custodial Trust Company (Subsidiary of Bear Stearns) September 1996 - June 2005
NBC Sports June 1996 - August 1996
St. John's University Basketball 1989 - 1996
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, Business Management
Saint John's University 1988 — 1993
BS, Sports Management
EcoHealth Alliance July 2014 - Present
The Bank of New York Mellon November 2009 - June 2014
Bank of New York Mellon July 2008 - October 2009
Skills
Fund Accounting, Fixed Income, Accruals, Microsoft Excel, Bonds, Financial Analysis, Investments, NAV, Budgets
Education
Siena College 2004 — 2008
B.S. Finance
BNY Mellon October 2013 - Present
KPMG, LLP September 2010 - June 2013
The Bank of New York Mellon November 2006 - March 2009
Wachovia Securities August 2004 - January 2006
Morgan Stanley September 2000 - August 2004
Skills
Accounting, Auditing, Tax, Financial Reporting, Microsoft Excel, Financial Accounting, Account Reconciliation, Microsoft Word, Payroll, PowerPoint, Financial Statements, Outlook, Microsoft Office, Lotus Notes, Research, QuickBooks, Financial Modeling, Training, Strategic Financial..., Vendor Management, Access, Finance, Financial Analysis, Customer Service, Banking, Financial Services, Financial Planning
Education
American Public University System 2010 — 2016
Transportation & Logistics Management
Strayer University (VA) 2004 — 2007
Business Administration and Management, General
Harris Corporation June 2015 - Present
Exelis February 2015 - June 2015
Exelis April 2014 - February 2015
Xylem Inc. November 2011 - April 2014
Bright House Networks October 2008 - December 2011
The Bank of New York Mellon July 2007 - October 2008
Skills
Process Improvement, SDLC, Management, Leadership, Visio, Vendor Management, Business Analysis, Project Management, Access, Project Planning, Troubleshooting, Microsoft Office, SharePoint, Microsoft Excel, Call Centers, Data Analysis, Team Leadership, Program Management, Telecommunications, Training, Customer Satisfaction, Integration, Business Intelligence, Databases, Hyperion Planning
Education
State University of New York College at Oswego 2004 — 2007
BS, Applied Mathematical Economics
Allianz asset management September 2013 - Present
Allianz Global Investors February 2012 - September 2013
JPMorgan Chase September 2011 - February 2012
Amalgamated Bank December 2010 - February 2011
IFS, (INTERNATIONAL FUND SERVICES) February 2008 - July 2009
THE BANK OF NEW YORK MELLON January 1998 - February 2008
Skills
General Ledger, QA Analysis, Research, Reconciliation, Accounts Receivable, Accounts Payable, portfolio accounting, Testing, Accruals, Reconciliations, Account Reconciliation, Financial Reporting, Spreadsheets, Journal Entries, Excel, Fund Accounting, Outlook, Due Diligence, Pivot Tables, Business Analysis, Cost Accounting, Accounting, Analysis, Internal Controls, Microsoft Excel, Finance, Internal Audit, Process Improvement, Equities, Financial Analysis, Corporate Finance, Securities, Invoicing, Fixed Income, Microsoft Office, Microsoft Word, Financial Accounting
Education
St. Francis College 1988 — 1995
BS, Business Administration, Management and Operations
Bishop Ford Central Catholic High School 1984 — 1988
The Bank of New York Mellon September 2006 - Present
Standard & Poor's January 2001 - May 2005
Skills
Financial Services, Securities, Derivatives, Fixed Income, Credit, Equities
Education
Stony Brook University
BA, Business Management, Economics
HomeBridge Financial Services, Inc. 2012 - 2013
The Bank of New York Mellon 2005 - 2012
JP Morgan Chase 2002 - 2005
GE Capital 2000 - 2001
GE Capital 1996 - 2000
First Fidelity Bancorp 1991 - 1996
Wilentz, Goldman & Spitzer 1985 - 1990
Skills
Due Diligence
Education
Seton Hall University School of Law 1982 — 1985
Juris Doctor (J.D.), Top 5 % of class
Seton Hall University 1979 — 1982
Bachelor's Degree, Economics, Valedictorian
Citizens Financial Group, Inc. May 2014 - Present
Citizens Financial Group, Inc. August 2012 - May 2014
Citizens Financial Group, Inc. December 2010 - August 2012
The Bank of New York Mellon December 2009 - May 2010
The Bank of New York Mellon September 2000 - December 2009
The Bank of New York Mellon October 1998 - September 2000
Skills
Financial Reporting, Budgets, Accounting, Finance, Analysis, Strategic Financial..., General Ledger, PeopleSoft, Hyperion Enterprise, Asset Management, Microsoft Office, Financial Analysis, Financial Modeling, Internal Controls, Banking, Risk Management, Sarbanes-Oxley Act, Forecasting, Leadership, Strategic Planning, Team Building
Education
Suffolk University 2011 — 2012
EMBA, MBA, 3.9
University of Massachusetts Boston 1996 — 2000
Bachelor of Science, Accounting
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - Present
The Bank of New York Mellon December 2006 - August 2012
Computershare Investor Services, LLC April 2006 - November 2006
Wells Fargo Bank, N.A. April 2005 - March 2006
The Bank of New York August 2000 - April 2005
Sandler O'Neill & Partners, LP March 1992 - August 2000
IBJ Schroder Bank & Trust Company January 1983 - March 1992
Skills
Banking, Capital Markets, Corporate Finance, Financial Risk, Securities, Investment Banking, Mutual Funds, Asset Managment, Fixed Income, Financial Services, Hedge Funds, Equities, Bonds, Asset Management, Structured Finance
Education
Saint Peter's University 1978 — 1982
BS, Management
The Bank of New York Mellon 2010 - Present
Education
St. John's University School of Law
Doctor of Law (J.D.)
St. John's University
Bachelor of Science (B.S.)
The Bank of New York Mellon January 2008 - Present
The Bank of New York Mellon January 2003 - December 2007
Education
San Francisco State University
The Bank of New York Mellon March 2005 - October 2010
The Bank of New York Mellon /JP Morgan Chase November 2000 - March 2005
JP Morgan Chase July 1999 - November 2000
Reiswig & Co. March 1998 - May 1999
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1993 — 1997
Bachelors, Accounting
The Bank of New York Mellon September 1987 - February 2009
Education
Stony Brook University 1975 — 1979
BE, Electrical Engineering
Northborough Public Schools 2011 - Present
THE BANK OF NEW YORK MELLON 1998 - 2011
THE BANK OF NEW YORK MELLON 1997 - 1998
Skills
Mutual Funds, Financial Services, Investments, Banking, Management, CRM, Investment Management, Relationship Management, Strategic Planning, Securities, Portfolio Management, Leadership, Hedge Funds, Fixed Income, Asset Management
Education
Stonehill College
Bachelor of Arts, Economics
The Bank of New York Mellon 1999 - Present
Skills
Financial Services, Securities, Equities, Corporate Actions
Education
SUNY Stony Brook
Economics
BNY Mellon September 1990 - November 2010
BNY Mellon September 1990 - November 2010
BNY Mellon September 1990 - November 2010
THE BANK OF NEW YORK MELLON January 1995 - January 2010
Education
St John's University Queens NY 1981 — 1991
Bachelor of Science, Business Administration
Saint John's University
BS, Business Administration
American Institute of Banking
New York State Bankers Association Employee Benefit Trust School
Richmond Hill High School
The Bank of New York Mellon November 1995 - Present
Global Processing Alliance May 1994 - November 1995
Education
Seton Hall University 1990 — 1994
Bachelor of Science, Marketing and Psychology
St. Joseph by the Sea High School 1986 — 1990
EmblemHealth March 2014 - Present
FJC Security Services, Inc. April 2013 - February 2014
The Bank of New York Mellon March 2012 - September 2012
Suffolk County Department of Social Service March 2011 - August 2011
Bethpage Federal Credit Union January 2011 - April 2011
Hungry Young Media and Entertainment May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, C, Windows, Event Planning, Team Leadership
Education
State University of New York at Stony Brook 2007 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Accounting, 3.6
Florence University of the Arts 2010 — 2010
Study Abroad, General Studies, 3.9
AXA US April 2015 - Present
Morgan Stanley Smith Barney August 2012 - April 2015
The Bank of New York Mellon December 2011 - August 2012
Morgan Stanley Smith Barney December 2010 - November 2011
First Data/REMITCO June 2010 - December 2010
Daycare April 2008 - April 2010
The Bank of New York Mellon May 2004 - April 2008
Skills
Business Analysis, Banking, Asset Managment, Financial Services, Portfolio Management, Corporate Actions, Securities, Lotus Notes, Global Custody, Back Office, Vendor Management, Account Reconciliation, Mortgage Lending
Education
Western Governors University 2008 — 2009
Earth Science Teacher Education
State University of New York College at Oswego 2000 — 2002
Meteorology
The Bank of New York Mellon February 2008 - Present
Education
SUNY Oswego 2004 — 2007
Bachelor's degree, Business Administration
Regions Bank March 2004 - Present
The Bank of New York Mellon 1998 - 2004
AmSouth Bank 1996 - 1998
AmSouth Bank 1989 - 1996
Skills
Corporate Trust..., Bonds, Customer Service, Public Finance, Financial Services, Internal Audit
Education
Samford University
Masters of Business Administration, MBA
University of Alabama at Birmingham
B.S. Finance