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
BNY Mellon October 2008 - Present
The Bank of New York Mellon June 2007 - October 2008
JPMorgan Chase December 2005 - June 2007
Skills
Portfolio Management, Bloomberg, Banking, Financial Analysis, Investments, Asset Management, Fixed Income, Securities, Financial Services, Financial Modeling, Equities, Microsoft Office
Education
University of Houston 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
PwC January 2015 - Present
Marcum LLP January 2012 - January 2015
Brinster & Bergman LLP December 2010 - October 2011
The Bank of New York Mellon May 2010 - September 2010
Skills
Tax Preparation, Corporate Tax, High Net Worth..., Tax Accounting, Trusts, Microsoft Excel, GoSystems, Engagement, Account Reconciliation, Income Tax, Financial Statements, Tax, Accounting, ProSystem fx Tax, Payroll, QuickBooks
Education
Towson University 2006 — 2010
Bachelors Of Science, Accounting
Citi November 2006 - Present
Citi January 2003 - November 2006
Associates National Bank June 1999 - December 2002
Crestar Bank June 1996 - June 1999
The Bank of New York Mellon October 1988 - June 1996
American Express Centurian Bank June 1985 - October 1988
Skills
Vendor Management, CRM, Product Management, Financial Services, Process Improvement, Management, Portfolio Management, Program Management, Leadership, Product Development, Business Planning, Banking, Account Management, Project Management, Team Building, Credit Cards
Education
University of Delaware
BA, International Relations, Economics
Wells Fargo January 2015 - Present
Barclays Investment Bank October 2013 - December 2014
Allied Group January 2013 - October 2013
The Situs Companies July 2010 - September 2012
The Bank of New York Mellon January 2006 - July 2010
Skills
Asset Managment, Portfolio Management, Banking, Credit, Account Reconciliation, Loans, Risk Management, Cash Flow, Loan Servicing, Cash Management, Asset Management, Analysis, Management, Finance, Financial Analysis, Accounting
Education
University of Houston 1998 — 2003
Bachelor of Science, Economics/Finance
PeerStreet 2015 - Present
KNA Interior Design 2014 - 2015
Box 2013 - 2014
Colony Capital 2011 - 2013
Evergreen Capital Partners, LLC 2010 - 2011
The Bank of New York Mellon 2009 - 2010
Skills
Finance, Leadership, Analysis, Asset Allocation, Business Strategy, Investment Strategies, Business Development, Financial Analysis, Start-ups, Asset Management, Strategic Partnerships, Investments, Market Research
Education
University of California, San Diego
Bachelor of Arts, Economics emphasis in Finance
University of California, San Diego - The Rady School of Management
Business Administration and Management
Men's Divorce Law Firm September 2010 - Present
Bar Louie September 2008 - June 2010
The Bank of New York Mellon September 2006 - September 2008
Skills
Family Law, Financial Services, Civil Litigation, Accounting, Portfolio Management, Law Firm Administration, Estate Planning, Accounts Receivable, Litigation, Management, Legal Writing, Westlaw, Accounts Payable
Education
University of Central Florida 2002 — 2006
BSBA, Finance
Biocantina Giannattasio - Organic Winery August 2012 - Present
Henkel October 2009 - December 2012
The Bank of New York Mellon July 2007 - May 2009
Safi Autotipo Spa March 2005 - April 2006
Skills
Analytical and..., Strong organizational..., Investigative Nature, Digital Marketing, Social Media Marketing, Italian, Product Marketing, Business Analysis, Product Development, Management Consulting, Customer Insight, Account Management, CRM, Retail, Team Management, Strategy, French, Business Development
Education
Wine & Spirit Education Trust 2012 — 2014
WSET - New York International Center, Wine & Spirit Education Trust Diploma, Advanced
Università Commerciale 'Luigi Bocconi' 2010 — 2011
Master, Marketing and Communication
Università degli Studi di Perugia 2006 — 2008
2008, Business Communication
The Bank of New York Mellon 2005 - Present
The Bank of New York Mellon 2000 - 2005
Skills
Mutual Funds, Fixed Income, Hedge Funds, Alternative Investments, Securities, Financial Services, Communication Skills, Unregistered Funds, Collective Funds, Team Leadership, Relationship Management, Client Relations Skills, Organizational..., Business Development, Investment Advisory, Risk Management, Portfolio Management, Financial Risk, Investment Management, Asset Management, Equities, Strategy, Derivatives, CRM
Education
The Defiance College
B.A., English
Eyuboglu Egitim Kurumlari September 2012 - September 2014
Birikim High School September 2011 - June 2012
The Bank of New York Mellon 2004 - April 2011
Radix Technologies May 2003 - August 2003
Greater Austin Chamber of Commerce September 2002 - December 2002
Skills
Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Finance, Investments, Fixed Income, Equities, Asset Management, Financial Services, Microsoft Office, Microsoft Excel, Analysis, Account Reconciliation, Accounting, Project Management, Financial Reporting, Portfolio Management, PowerPoint, Public Speaking, Banking, Risk Management, Management, Salesforce.com, Financial Statements, PeopleSoft, Asset Managment, Customer Service, Valuation, Financial Accounting, Sarbanes-Oxley Act, Strategic Planning, Corporate Finance, Business Analysis, Wealth Management, Account Management, Process Improvement, Hedge Funds, Sales, Forecasting, Strategic Financial..., Leadership, Nonprofits, Social Media, Research, Due Diligence, Business Strategy, GAAP
Education
University of Phoenix 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 2001 — 2004
BA, Economics and Urban Planning
Kelly Services March 2015 - March 2015
HSBC September 2014 - October 2014
Language in Motion January 2014 - September 2014
The Bank of New York Mellon March 2012 - December 2013
UPS December 2011 - December 2011
ClubCorp August 2011 - November 2011
Sodexo May 2009 - August 2011
The Ohio State University July 2009 - June 2011
The Ohio State University June 2010 - August 2010
The Ohio State University June 2008 - June 2009
Skills
Time Management, Financial Analysis, Teamwork, Investments, Data Analysis, Customer Service, Pricing, Mutual Funds, Bloomberg, Project Management, Financial Services, Leadership, Microsoft Excel, Microsoft Office, Networking, PowerPoint, Social Media
Education
The Ohio State University Fisher College of Business 2006 — 2011
Bachelor of Science in Business Administration (BSBA), Economics
The Bank of New York Mellon January 2012 - Present
The Bank of New York Mellon December 2008 - January 2012
The Bank of New York Mellon August 2007 - November 2008
The Bank of New York Mellon August 2006 - August 2007
Skills
Corporate Trust, Treasury Management, Securities, Portfolio Management, Investments, Accounting, Finance, Auditing, Financial Analysis, Analysis, Management, Banking, Risk Management, Financial Reporting, Financial Modeling, Corporate Finance, Process Improvement, Asset Management
Education
University of Houston
Bachelor of Business Administration (BBA) in Accounting
University of Houston
Bachelor of Business Administration (BBA) in Finance
Occidental Petroleum Corporation November 2013 - Present
The Bank of New York Mellon November 2012 - November 2013
The Bank of New York Mellon February 2007 - November 2012
JP Morgan Chase Bank N.A. May 2004 - October 2006
Toronto Dominion August 2001 - May 2003
Skills
Loans, Bloomberg, Financial Analysis, Portfolio Management, Banking, Mutual Funds, Securities, Financial Modeling, Investments, Risk Management, Hedge Funds, Business Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
Bachelor of Business Administration in Finance, Finance
The Bank of New York Mellon
Skills
Derivatives, Equities, Alternative Investments, Asset Managment, Investments
Education
University of California, Los Angeles
Bachelor of Arts, Economics, Political Science
University of Southern California
MBA, Finance
Fannie Mae July 2014 - Present
Monsoon Capital LLC October 2012 - July 2014
Declaration Management & Research September 2007 - August 2012
The Bank of New York Mellon July 2001 - September 2007
Skills
Structured Finance, Securitization, Hedge Funds, Investments, Asset Managment, Fixed Income, Securities, Bloomberg, Collateral Management, Bonds, Structured Products, MBS, Banking, Middle Office, Trading, CDO, CDS, Cash Management, Alternative Investments, Capital Markets, Derivatives, Valuation, Equities, Investment Management, ABS, Portfolio Management, Bloomberg Terminal, Mutual Funds, Financial Modeling, Investment Advisory, Corporate Finance, Analysis, Settlement, Asset Management, Fund Of Funds
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Business Wire July 2015 - Present
NASDAQ January 2015 - June 2015
LPL Financial May 2013 - November 2014
Alcoa May 2011 - February 2013
The Bank of New York Mellon December 2009 - May 2011
Summer Street Research Partners July 2007 - December 2009
University of Massachusetts Amherst January 2004 - May 2006
Dovetail Health 2006 - 2006
Reebok 2006 - 2006
NECN June 2005 - August 2005
Skills
Investments, Microsoft Office, Thomson One Analytics, Bloomberg, Adobe Creative Suite, Spanish, Financial Modeling, Asset Managment, Financial Services, Financial Analysis, Management, Fixed Income, Portfolio Management, Analysis, Corporate Finance, Equities, Equity Research, Mergers, Capital Markets, Valuation, Finance, Strategy, Investor Relations, Marketing, Strategic Communications, Asset Management
Education
University of Massachusetts, Amherst 2003 — 2007
Bachelor's degree, Public Relations and Marketing
Universitat Autònoma de Barcelona 2006 — 2007
International Marketing/Business and Spanish
Oliver Ames High School
Deloitte Consulting August 2013 - Present
First Year Office, Trinity College July 2011 - May 2013
Trinity Cycling and Triathlon Club, Trinity College October 2010 - May 2013
Trinity College October 2010 - May 2013
The Bank of New York Mellon June 2011 - August 2011
Loomis Chaffee School October 2009 - July 2011
Trinity College October 2010 - May 2011
Fidelity Investments May 2010 - August 2010
Skills
Public Speaking, Strategy, PowerPoint, Research, Microsoft Office, Microsoft Excel, Program Management, Microsoft Word, Training
Education
Trinity College-Hartford 2009 — 2013
B.A., Public Policy and Law
Phillips Academy 2005 — 2009
Wiz PCs Client relations, Team leader, Training, Making sure projects were done properly and on time, Opening and closing office, filing.Web ProducerCenter for Applied LinguisticsDecember 2013 - Present
Lipstick Revolt 2011 - Present
DTLR March 2011 - April 2013
The Bank of New York Mellon September 2010 - December 2010
Skills
Front-end Design, responsive design, bootstrap, Web Site Production, WordPress, User Interface Design, Front End Developers, Program Management, Social Media, Troubleshooting, Microsoft Office, Customer Service, Access, Networking, Management, Project Management, Social Networking, PowerPoint, Outlook, Event Planning, Microsoft Excel, Microsoft Word, Data Analysis, System Administration, SharePoint, Customer Satisfaction, Team Leadership, Leadership, Bootstrapping, HTML 5, CSS3, JavaScript, Wordperfect, CMS, Web Development, Web Content Management, XML, JSON, Web Accessibility, Music
Education
University of Maryland College Park
Santander Holdings USA May 2015 - Present
Norumbega Securities Services October 2012 - May 2015
Fidelity Investments January 2012 - September 2012
Norumbega Securities Services January 2010 - December 2011
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2007 - 2008
Mellon Bank November 1991 - February 2006
Mellon Bank (formerly The Boston Safe Deposit & Trust) May 1989 - October 1991
Skills
Risk Management, Strategy, Change Management, Financial Services, Banking, Strategic Planning, Leadership, Product Development, Program Management, Global Custody, Vendor Management, Securities, Network Administration, Management, Investment Banking, Thought Leadership, Network Management, Operations Management, Governance, Financial Markets, Equities, Due Diligence, Product Management, Operational Risk..., Negotiation, Business Transformation, Settlement, PMO, Executive Competencies, Contract Negotiation, Corporate Actions
Education
University of Cincinnati 1981 — 1985
Bachelors, Economics, Honors
The Situs Companies March 2011 - September 2013
The Situs Companies March 2010 - March 2011
The Bank of New York Mellon December 2005 - March 2010
Prodigy Environmental Inc September 2002 - December 2005
Skills
Corporate Trust, Financial Reporting, Financial Analysis, Cash Management, Cash Flow, Investor Reporting, Loan Modifications, Compliance, Process Improvement, Process Management, Data Analysis, Loan Servicing, Client Services, Treasury Management, Staff Supervision, Staff Training, System Convesrions, Asset Management, Account Reconciliation, Financial Services, Portfolio Management
Education
University of Houston 1998 — 2002
BA, Communications, Cum Laude
BNY Mellon October 2014 - Present
Wells Fargo May 2013 - October 2014
The Bank of New York Mellon October 2006 - May 2013
JPMorgan Chase January 2000 - November 2006
Skills
Hedge Funds, Fixed Income, Securities, Alternative Investments, Bloomberg, Equities, Asset Management, Risk Management, Structured Finance, Structured Products, Financial Services
Education
University of Houston 1991 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
CME Group May 2014 - Present
Bose Corporation October 2012 - May 2014
The Bank of New York Mellon November 2009 - June 2011
Citigroup Global Markets Asia Limited July 2008 - August 2008
Skills
Microsoft Excel, S-Plus, Bloomberg Professional, TradeStation, Cantonese, Financial Analysis, Equity Trading, Banking, VBA, Investments, Sales, Bloomberg, Equities, Finance, PowerPoint
Education
St. John's University 2010 — 2012
Master of Science, Investment Management
Baruch College 2006 — 2009
Bachelor of Business Administration, Finance & Investments
The Hong Kong University of Science and Technology 2008 — 2008
Visiting Student, Finance
The Bank of New York Mellon June 2015 - Present
Johns Hopkins Home Care Group January 2015 - August 2015
Ameriprise Financial Services, Inc. May 2014 - August 2014
Life Time Fitness May 2011 - August 2012
Chick-fil-A December 2008 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Equity Research, Risk Management, Financial Forecasting, Leadership, Teamwork, Microsoft Office, Business Writing, PowerPoint, Microsoft Word, Facebook
Education
Towson University 2010 — 2015
Bachelor of Science (B.S.), Finance, General
Bank of America March 2015 - Present
Bank of America October 2012 - March 2015
Bank of America February 2011 - October 2012
The Bank of New York Mellon November 2007 - February 2011
Skills
Analytics, Risk Management, Financial Analysis, Financial Modeling, Microsoft SQL Server, Microsoft Excel, US GAAP, Bloomberg, Financial Reporting, Data Analysis, Banking, Analysis, Access, VBA, Valuation
Education
University of California, Los Angeles 2005 — 2007
Bachelor of Science (BS), Math/Applied Sciences - Actuarial Plan
University of California, Los Angeles 2005 — 2007
Bachelor of Arts (B.A.), Business Economics, Accounting
Unclaimed Property Recovery & Reporting, LLC June 2013 - Present
Thayer Leader Development Group 2013 - Present
Thayer Leader Development Group 2013 - 2014
Wells Fargo November 2011 - April 2013
The Bank of New York Mellon October 2004 - November 2011
American Stock Transfer & Trust Co LLC March 2001 - October 2004
FIrst Chicago Division of Equiserve 2000 - 2001
The Bank of New York 1987 - 1993
Skills
Securities, Mergers, Mergers & Acquisitions, Equities, Transfer Agency, Financial Services, Mutual Funds, Series 7, New Business Development, Risk Management
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
United States Military Academy at West Point 1978 — 1982
BS, General Engineering
Wells Fargo January 2015 - Present
The Bank of New York Mellon September 2009 - December 2014
The Bank of New York Mellon September 2003 - August 2009
The Bank of New York Mellon July 1993 - August 2003
General Electric Aerospace June 1988 - June 1993
United States Army - Field Artillery May 1983 - May 1988
25th infantry division 1983 - 1988
Skills
Talent Management, Mergers, Acquisition Integration, System Architecture, Systems Rationalization, Business Process..., Process Optimization, Business Strategy, Business Management, Business Relocations, Global Operations, Global Custody, Corporate Trust, Change Management, Financial Management, Treasury Services, Document Custody, Product Rationalization, Leadership, Operations Management, Mergers & Acquisitions, Fixed Income, Financial Services, Management, Budgets, Mutual Funds, Securities, Managerial Finance, Strategy, Capital Markets, Hedge Funds, Investments, Outsourcing, Finance, Derivatives, Program Management, Business, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
Virginia Polytechnic Institute and State University 1988 — 1991
MS, Industrial Engineering
United States Military Academy at West Point 1979 — 1983
BS, Engineering
EDMC May 2010 - Present
The Bank of New York Mellon 2007 - 2010
Astorino 2005 - 2007
Celli Flynn Brennan 2000 - 2003
Skills
Architecture, Space planning, Project Management, Submittals, Construction Management, Revit, Design Research, Project Planning, AutoCAD, Sustainable Design, Construction, Program Management, Strategic Planning
Education
The Catholic University of America 1997 — 2000
Architecture
The Bank of New York Mellon August 2006 - December 2008
JPMorgan Chase 2000 - 2006
JPMorgan Chase 1994 - 2000
Chase Bank of Texas 1991 - 1994
Education
University of Houston
MBA, Emphasis in Finance
PROS July 2012 - Present
Wipro Consulting June 2011 - August 2011
The Bank of New York Mellon 2006 - 2009
Mellon Analytical Solutions 2004 - 2006
Mellon Analytical Solutions November 2002 - May 2004
Skills
Financial Modeling, Price Optimization, Visual C#, Decision Support, SQL Server Management..., XML, Access, Project Planning, VBScript, Business Intelligence, Process Improvement, Business Analysis, SDLC, Cross-functional Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
MBA, Logistics, Materials, and Supply Chain Management
University of Puget Sound 1997 — 2001
BS, Computer Science
The Bank of New York Mellon 2006 - Present
Mellon Financial 2005 - 2006
Scrivener LLC 2004 - 2006
Brown Brothers Harriman 1996 - 2003
Harris Bank 1988 - 1996
Mitsubishi Bank of California 1980 - 1988
Bank of America 1979 - 1980
Skills
ETFs, Financial Institutions, Relationship Management, Commercial Banking, Global Custody, Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Capital Markets, Financial Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management, FX Options
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Accounting
Hilton Worldwide September 2014 - Present
Toys R Us June 2012 - September 2014
The Bank of New York Mellon August 2010 - June 2012
Dylan's Candy Bar August 2009 - August 2010
VIA DOLCE CAFÉ & GELATERIA, LLC January 2005 - July 2009
Skills
Hospitality, Retail, Microsoft Excel, Forecasting, Microsoft Office, Inventory Management, Marketing, Analysis, Data Analysis, Business Development, Team Leadership, Leadership, Finance, Financial Modeling, Cross-functional Team..., Budgets, Financial Analysis, Competitive Analysis, Strategic Financial..., Business Analysis, Strategic Planning, Business Strategy
Education
Rutgers Business School 2010 — 2012
Master of Business Administration, Finance, Management & Business Strategy
French Culinary Institute 2005 — 2005
Certificate, Restaurant Management
University of Delaware - Lerner College of Business and Economics 2001 — 2004
Bachelor of Science, Business Management, Psychology
East Brunswick High School
The Bank of New York Mellon August 2006 - Present
Horizon Blue Cross Blue Shield of New Jersey 2004 - 2006
Mindteck 1999 - 2005
NICCO Corporation Ltd 1994 - 1998
IEL 1994 - 1997
IEL 1994 - 1997
Skills
Vendor Management, IT Strategy, Business Analysis, Strategy, Risk Management, SDLC, Banking, PMO, Program Management, Equities, Project Management, Project Portfolio..., Project Delivery, Strategic Planning, Business Process..., Business Process..., Leadership, Management Consulting, Financial Services, Financial Risk, Visio, Business Process, Budgets, Portfolio Management, Disaster Recovery, Change Management, Process Engineering, Requirements Analysis, Outsourcing, Mergers & Acquisitions, Business Planning, Governance, Business Intelligence
Education
University of Calcutta 1988 — 1991
Bsc, Economics
South Point High School
BNY Mellon March 2007 - Present
Gotham Towne House Owners Corp August 2008 - January 2013
The Bank of New York Mellon October 2005 - March 2007
Bloomberg March 2000 - October 2005
Amano Corporation (Yokohama, Japan) September 1997 - August 1999
Skills
SDLC, Financial Statements, Derivatives, Bloomberg, Market Data, Fixed Income, Corporate Actions, Financial Markets, FX Options, Equities, Options, Securities, Reference Data, Back Office, Capital Markets, Credit Derivatives, Bloomberg Terminal, Equity Derivatives, Finance, Interest Rate..., Middle Office, Financial Services, Hedge Funds
Education
University of Iowa 1992 — 1997
B.A., Asian Languages & Literature / Japanese
University of Iowa - Henry B. Tippie College of Business 1992 — 1997
B.B.A., Finance
Wells Fargo August 2013 - Present
The Bank of New York Mellon June 2007 - August 2013
Alliance Data 2001 - 2007
Skills
Credit, Customer Service, Process Improvement, Analysis, Call Center, Banking, Microsoft Excel, Access, Coaching, Outlook, Sales, Customer Experience, PowerPoint, Financial Analysis, Microsoft Office, Workforce Management, Securities, Call Centers, Investments, Budgets
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
BNY Mellon 2009 - Present
The Bank of New York Mellon November 2006 - January 2009
The Bank of New York Mellon February 2007 - September 2008
The Bank of New York Mellon October 2000 - November 2006
The Bank of New York Mellon 1996 - 2004
Fleet Bank 1987 - 1994
Education
University of Massachusetts Boston
The Bank of New York Mellon April 1997 - Present
Cheyenne Software November 1995 - April 1997
Omnis Group, Bucharest September 1993 - September 1995
Skills
Software Project...
Education
1988 — 1993
The Bank of New York Mellon October 2005 - January 2009
Russell/Mellon Analytical Services January 1999 - October 2005
Frank Russell Company March 1986 - December 1998
Arthur Andersen & Company July 1983 - March 1986
Skills
Software Development, Technical Writing, Business Analysis, Quality Assurance, SDLC, Risk Management, Product Development, Program Management, Analysis, Database Design, SQL
Education
The University of Texas at Austin
Bachelor of Business Administration, Systems Analysis and Design
The Bank of New York Mellon April 1998 - Present
University of Pennsylvania 1996 - 1998
Education
The Ohio State University 1991 — 1996
PhD, Chemical Physics/Theoretical Chemistry
University of Science and Technology of China 1987 — 1991
Materials Science and Engineering
BBVA Compass Bank September 2011 - Present
The Bank of New York Mellon August 1987 - July 2011
JPMorgan August 1987 - October 2006
Texas Commerce Bank 1988 - 1996
Education
Texas A&M University - Mays Business School
BA, Marketing
Texas A&M University - Mays Business School
MBA, Finance
Sandata Technologies June 2012 - Present
Healthcare Technology Firm; Investment Group November 2011 - May 2012
HHA eXchange September 2009 - October 2011
Dor Chadash 2004 - 2011
Independent Contractor December 2008 - August 2009
The Bank of New York Mellon September 2006 - November 2008
Globeopen Advisors, Inc. July 2002 - August 2006
Westwood Capital LLC June 2001 - May 2002
SOFTBANK Emerging Markets November 1999 - March 2001
PricewaterhouseCoopers September 1996 - October 1999
Skills
New Business Development, Marketing Strategy, Product Marketing, Healthcare Industry, Healthcare Technology, Home Care, Financial Services, Venture Capital, Private Equity, Emerging Markets, Gerontology, Global Strategy, Investments
Education
Columbia University 1996 — 1998
Master of International Affairs, International Finance, East Asia
Temple University 1988 — 1992
BA, Rhetoric and Communication
U.S. Bank November 2009 - Present
The Bank of New York Mellon October 2005 - November 2009
Fifth Third Bank 1999 - 2004
Skills
Retail Banking, Corporate Trust, Operations Management, Manage Client..., Risk Management, Finance, Investments, Banking
Education
Xavier University 1998 — 2000
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Cincinnati 1989 — 1991
Business Administration and Management, General
Discover Financial Services April 2011 - Present
First Data Corporation November 2008 - March 2011
The Bank of New York Mellon 2002 - 2008
Skills
Leadership, Strategy, Management, Payments, Product Development, Analysis, Product Management, Cross-functional Team..., Sales Management, Account Management, Financial Services, Electronic Payments, Mobile Payments, Business Analysis, Business Development, Business Strategy, Debit Cards, E-commerce, Payment Card Processing, Sales, Payment Systems, Negotiation, Credit Cards, Relationship Management
Education
University of Houston-Clear Lake 2008 — 2011
MBA
The University of Texas at Austin
1 Year toward Bachelor of Science, Economics
University of Houston
Bachelor of Science, Economics
Shell February 2012 - Present
Shell January 2009 - February 2012
The Bank of New York Mellon August 2007 - December 2008
The Bank of New York Mellon November 2004 - August 2007
JPMorgan Chase September 2001 - November 2004
Skills
Financial Analysis, Business Analysis, Financial Services, Project Management, Banking
Education
University of Houston 1995 — 1998
BBA, Finance
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
MDSL September 2013 - Present
Citigroup February 2011 - September 2013
The Bank of New York Mellon September 2005 - February 2011
Deutsche Bank January 2003 - September 2005
The Bank of New York February 2002 - October 2002
Nortel Networks September 2000 - February 2002
Skills
Telecommunications, Business Analysis, Vendor Management, Disaster Recovery, IT Strategy, SDLC, ITIL, Integration, Data Center, Enterprise Architecture, IT Management, Project Management, Outsourcing, Project Portfolio..., PMO, Business Process..., Business Transformation, IT Transformation
Education
University of Houston
Bachelors, Bachelors of Business Administration - Computer Information Systems
Citibank Canada March 2011 - Present
The Bank of New York Mellon November 2008 - March 2011
Scotiabank February 2008 - October 2008
Scotiabank March 2006 - February 2008
TD Securities June 2004 - March 2006
Mashreqbank, Dubai, UAE 1999 - 2004
Mashreqbank 1999 - 2004
Skills
Banking, Cash Management, Payments, Internet Banking, Core Banking, Retail Banking, Commercial Banking, Trade Finance, Product Management, Process Engineering, Customer Relations, Product Development, New Business Development, Financial Institutions, Banking Operations, Risk Management, Trading, Payment Systems, Relationship Management, Portfolio Management, Treasury Services, FX Options, Credit, Financial Services, Credit Risk, Credit Analysis, Customer Service, Financial Transactions
Education
The American University in Cairo 1981 — 1985
BA, Economics
Karachi Grammar School 1974 — 1976
Towers Watson January 2014 - Present
Deloitte September 2012 - December 2013
Texas Children's Hospital- Pavilion for Women March 2012 - June 2012
The Methodist Hospital System November 2010 - August 2011
The Bank of New York Mellon August 2006 - June 2010
Education
University of Houston 2009 — 2012
MBA & MHA, Healthcare Administration & Business Administration
University of Houston
BBA, Management & Marketing
BOK Financial dba Bank of Texas August 2014 - Present
BNY Mellon March 2012 - August 2014
The Bank Of New York Mellon October 2006 - September 2010
JPMorgan Chase March 1980 - October 2006
Skills
Asset Managment, Cash, Accounting, Asset Management, Auditing, Banking, Bonds, CRM, Cash Management, Credit, Cross-functional Team..., Finance, Fixed Income, Financial Analysis, Leadership, Investments, Management, New Business Development, Process Improvement, Sales, Team Leadership, Risk Management, Treasury Management
Education
University of Houston
BBA, Finance / Accounting
Emphasys Software 2012 - Present
88 Townsend HOA May 2013 - Present
The Bank of New York Mellon 2006 - 2011
The Bank of New York Mellon September 2007 - November 2007
The Bank of New York Mellon November 2006 - September 2007
Skills
Portfolio Management, Finance, Financial Modeling, Corporate Finance, Analysis, Software Project..., Product Management, Product Development, Product Demonstration, Securities, Valuation, Financial Analysis, Investments, Asset Managment, Risk Management, Fixed Income, Financial Reporting, Data Analysis, Financial Accounting, Business Analysis, Asset Allocation, Relationship Management, Software Documentation, Software Quality..., Management, Financial Services, Project Management, Project Finance, Agile Methodologies
Education
University of California, Davis - Graduate School of Management 2009 — 2012
MBA, Finance, Operations Strategy
University of Washington 2002 — 2006
Bachelor's, Economics, Mathematics
The Bank of New York Mellon October 2013 - Present
The Bank of New York Mellon July 2007 - Present
Van Kampen Investment August 2003 - July 2006
Education
Texas Woman's University
Master's degree, Business Administration and Management, General, 3.83
The Bank of New York Mellon July 2005 - Present
SFG 1999 - 2003
GE Capital 1992 - 1998
Skills
Banking, Microsoft Office, Financial Analysis, Green Belt, Accounting, Financial Modeling, GE Leadership Training, Valuation, Investment Banking, Corporate Finance, Financial Services, Six Sigma, Financial Reporting, Business Analysis, Process Improvement, Quality Assurance, Risk Management, Business Strategy, Portfolio Management, Investments
Education
UST, Cameron School of Business
Master of Business Administration (MBA), Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (B.B.A.), Finance
The Bank of New York Mellon August 2015 - Present
Toastmasters International August 2014 - Present
BNY Mellon March 2014 - Present
University of Central Florida August 2012 - December 2013
BNY Mellon June 2013 - August 2013
Immigration law offices of Lisa Kruger Khan January 2013 - April 2013
Devereux August 2012 - December 2012
EXPRESS February 2012 - November 2012
University of Central Florida June 2012 - August 2012
Azam Knits and Yarn Dyeing May 2009 - July 2011
Skills
Computer Proficiency, Foreign Languages, PowerPoint, Prezi, Microsoft Excel, Microsoft Word, Cultural Diversity, Leadership, Bright Impact, Statgraphics, Maple, Photoshop, Research, Teaching, Teamwork, Management, Organized Multi-tasker, Time Management, Critical Thinking, Customer Service, Data Analysis, Databases, Proactive Monitoring, Android, Public Speaking, Microsoft Office, Sensory Integration, Decision Analysis, Driving License, Proactive self-starter, Calm, Best Practices, Analysis, Financial Analysis
Education
University of Central Florida 2011 — 2013
Finance, UCF GPA: 3.90, Finance GPA: 3.94
University of Central Florida
Bachelor of Science (B.Sc.), Finance
Nomura July 2014 - Present
Morgan Stanley Wealth Management May 2013 - June 2014
The Bank of New York Mellon November 2008 - May 2013
Albertsons June 2001 - May 2009
Skills
Securities, Insurance, Banking, Financial Analysis, Investments, Equities, Mutual Funds, Customer Service, Microsoft Excel, Bloomberg, Fixed Income, Portfolio Management, Process Improvement, Accounting, Asset Management, Financial Services, Hedge Funds, Alternative Investments, Financial Advisory, Risk Management, Finance
Education
University of Delaware 2003 — 2008
Bachelor's degree, Economics, 3.2 GPA
Salesianum 1999 — 2003
General College Prep Courses
The Bank of New York Mellon November 2007 - Present
Mellon Financial Corporation October 1999 - March 2007
Mellon Mortgage Company May 1982 - September 1999
Skills
Visio, Credit, Loans, Banking, Mortgage Banking, Mergers & Acquisitions, Loan Origination, Mortgage Lending, Risk Management, Management, Residential Mortgages, Underwriting, Financial Services, Executive Management, Portfolio Management, Process Improvement, Loan Servicing, Mortgage Servicing, Financial Risk
Education
University of Houston
BNY Mellon May 2015 - Present
Virtus Partners, LLC May 2013 - May 2015
Bank of New York Mellon February 2011 - May 2013
The Bank of New York Mellon February 2007 - February 2011
Keller Williams Real Estate February 2005 - February 2007
Gregg & Valby, LLP July 2003 - January 2005
Skills
Mortgage Lending, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Loan Origination, Loans, Risk Management, Banking, Securities, Corporate Finance, Cash Management, Account Reconciliation, Cash Flow
Education
University of Houston 1998 — 2003
Business Administrations, Marketing
BNY Mellon December 2010 - Present
The Bank of New York Mellon September 2001 - November 2010
The Bank of New York Mellon February 1999 - September 2001
Skills
Leadership, Investments, Product Management, Banking, Fixed Income, Mutual Funds, Financial Services, Hedge Funds, Equities, Derivatives, Risk Management, Global Regulatory..., Asset Management, Alternative Investments, Portfolio Management, Global Custody
Education
Thiel College 1993 — 1997
BA, Business Administration with minor in Accounting
City of College Station November 2013 - Present
City of College Station February 2010 - November 2013
The Bank of New York Mellon August 2004 - February 2009
Skills
Employee Management, Onboarding, Employee Relations, Recruiting, Human Resources, HRIS, Employee Benefits, Benefits Administration, Talent Acquisition, Performance Management, College Recruiting, Internship Coordination, Executive Recruitment, Applicant Tracking..., Talent Management, New Hire Orientations, Taleo, Deferred Compensation, Personnel Management, Conflict Resolution, Employee Training, Internet Recruiting, Organizational..., Staffing Services, HR Policies, Executive Search, Screening Resumes, Interviews, Technical Recruiting, Policy, Employee Engagement, Career Development, Workforce Planning, Resume Writing, Temporary Placement, Job Fairs, Job Descriptions, FMLA, Benefits Negotiation, Customer Service, Networking
Education
Texas A&M University 2002 — 2005
B.S., Psychology
The Bank of New York Mellon January 1997 - Present
Dalcomp (now Thomson Reuters) December 1991 - January 1997
Education
University at Albany, SUNY 1987 — 1991
Computer Science, Business Administration
CWCapital Asset Management June 2012 - Present
NorthMarq August 2011 - September 2012
SFS Capital November 2008 - July 2011
The Bank of New York Mellon August 2007 - May 2008
IMAKE Consulting, Inc. July 2006 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance
Starwood Vacation Ownership July 2013 - Present
Starwood Vacation Ownership May 2006 - July 2013
The Bank of New York Mellon September 2005 - May 2006
Education
University of Central Florida - College of Business Administration 2007 — 2010
MBA, Hospitality / Finance
University of Central Florida - College of Business Administration 2003 — 2005
BSBA, Finance
Citibank 2010 - Present
The Bank of New York Mellon May 1996 - May 2009
Citibank 1992 - 1995
Grey Advertising 1989 - 1991
Skills
Digital Marketing, Online Marketing, Integrated Marketing, SEO, E-commerce, Strategy, Online Advertising, Analytics, Advertising, Product Management, Marketing, Cross-functional Team..., Management, Web Design, B2B, Strategic Partnerships, Email Marketing, Project Management, Corporate Branding, New Business Development, Digital Strategy, Financial Services, Market Research, Digital Media, Salesforce.com, Marketing Strategy, Brand Development, Brand Management, Social Media Marketing, Direct Marketing, Competitive Analysis, Product Marketing, Lead Generation, Marketing Communications, CRM, Web Analytics, Direct Mail, Corporate Communications, User Experience, SEM, Product Development, Business Development, Website Development, Mobile Marketing, Start-ups, Marketing Management, B2B Marketing, Marketing Research, Creative Direction, PPC
Education
Temple University 1987 — 1988
BBA, Marketing, Statistics
Buckeye Partners December 2011 - Present
The Bank of New York Mellon November 2009 - December 2011
Education
Trinity University
Bachelor of Science, Finance
Commerzbank AG September 2013 - Present
Commerzbank AG January 2012 - September 2013
The Bank of New York Mellon 2002 - 2011
Skills
Derivatives, Finance, Fixed Income, Capital Markets, Equities, Bloomberg, Hedge Funds, Investment Banking, Structured Products, Bonds, Portfolio Management, Securities, Sales, Alternative Investments, Financial Modeling, Financial Services
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Economics
Modern Herb Shop August 2005 - Present
The Bank of New York Mellon October 1996 - Present
Suigetsu Dojo 1995 - 2012
Education
Xavier University 1971 — 1975
Bachelor of Science (BS)
The University of Georgia
Zoology/Animal Biology
The Citco Group of Companies August 2014 - Present
The Bank of New York Mellon July 2004 - August 2014
Skills
Fund Accounting, Reconciliations, Financial Reporting, Accounting, Hedge Funds, Account Reconciliation
Education
University of Central Florida 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
University of Central Florida 1999 — 2004
Bachelor of Science (B.S.), Management Information Systems
The Bank of New York Mellon October 2007 - Present
Education
Towson University 1999 — 2003
The Bank of New York Mellon October 2007 - January 2013
Skills
General Ledger, Financial Reporting, Account Reconciliation, Sales, Sarbanes-Oxley Act, Accounting, Accruals, Financial Analysis, Financial Statements, Forecasting, Internal Controls, Auditing, Finance, Journal Entries, Accounts Payable, Accounts Receivable, QuickBooks
Education
University of Central Florida - College of Business Administration 2002 — 2004
Pershing (Bank of New York Mellon) January 2000 - Present
Pershing LLC, an affiliate of BNY Mellon January 2000 - Present
The Bank of New York Mellon 2000 - Present
Pershing LLC 2000 - Present
Education
University of Maryland College Park 1992 — 1997
U.S. Bank September 2008 - Present
The Bank of New York Mellon September 2000 - September 2008
Australia and New Zealand Banking Group February 1998 - September 2000
National Westminster Bank Plc June 1995 - February 1998
Skills
Banking, Loans, Securities, Credit Analysis, Equities, Credit, Mutual Funds, Relationship Management, Portfolio Management, Capital Markets, Asset Managment, Fixed Income, Investments, Financial Analysis, Corporate Finance, Credit Risk, Commercial Lending, Commercial Banking, Cash Management, Treasury Management, Financial Institutions
Education
University at Albany 1991 — 1995
B.S., Business Administration, Finance, Marketing, Economics
Computershare January 2012 - Present
The Bank of New York Mellon 2004 - Present
BNY Mellon Shareowner Services December 2003 - December 2011
Education
University of Colorado at Denver 1996 — 2000
Morgan Stanley April 2015 - Present
Citco Fund Services July 2014 - March 2015
BNY Mellon November 2013 - July 2014
The Bank of New York Mellon March 2007 - November 2013
Metro Sports Physical Therapy September 2005 - March 2007
University Physical Therapy March 2005 - August 2005
NYU Medical Center - Cardiac Rehabilitation Unit June 2004 - August 2004
VA Hospital January 2004 - May 2004
University at Buffalo January 2004 - May 2004
Skills
Hedge Funds, Investments, Due Diligence, Portfolio Management, Financial Services, Financial Analysis, Mutual Funds, Equities, Fixed Income, Derivatives, Management, Fund Administration, Alternative Investments, Bloomberg, Securities, Asset Management, Asset Allocation, Private Equity, Investor Relations
Education
SUNY at Buffalo
Bachelor of Science, Exercise Science
The Bank of New York Mellon March 2004 - August 2013
Skills
Fixed Income, Financial Analysis, Bloomberg, Mutual Funds, Asset Management, Financial Services, Investments, Alternative Investments, Hedge Funds, Securities, Capital Markets, Equities, Portfolio Management, Financial Modeling, Derivatives
Education
University of California, Irvine 1996 — 2001
BNY Mellon May 2015 - Present
BNY Mellon April 2012 - Present
The Bank of New York Mellon February 2006 - June 2012
JPMorgan Chase January 2005 - February 2006
TD Securities July 1998 - October 2004
JPMorgan Chase Bank, N.A. 1994 - 1998
Skills
Investments, Loans, Trading, Capital Markets, Portfolio Management, Fixed Income
Education
Texas A&M University 1989 — 1990
Business
North Shore High School
Standard Chartered Bank November 2013 - Present
Standard Chartered Bank June 2010 - Present
The Bank of New York Mellon October 2005 - June 2010
Skills
Management, Client Coverage, Leadership, Due Diligence, KYC, AML, Banking, Financial Services, Anti Money Laundering, Derivatives, Payments, New Account Opening, OFAC, Trading, Financial Risk, Credit, Analysis, Fixed Income, FX Options, Credit Analysis, Mutual Funds, Equities, Trade Finance, SWIFT payments, Securities, Trade Support, Bloomberg, Cash Management, Compliance, Treasury Management
Education
University of Central Florida 2003 — 2005
Bachlors of Arts, Political Science/Economics
Capital One Bank March 2009 - Present
TD Bank January 2005 - March 2009
The Bank of New York Mellon 1999 - 2005
Skills
Cash Management, Commercial Banking, Banking
Education
University of Hartford 1995 — 1999
BNY Mellon November 2013 - Present
The Bank of New York Mellon September 2009 - October 2013
PayStream Advisors March 2009 - May 2009
JPMorgan Chase January 2000 - December 2008
JPMorgan Xign 2003 - 2008
Chase Manhattan Corporation December 1997 - December 1999
Chase Manhattan Corporation December 1995 - November 1997
Chemical Bank New York June 1995 - November 1997
Chemical Bank New York January 1993 - May 1994
Chemical Bank New York January 1993 - January 1994
Education
University of Virginia Darden School of Business 1984 — 1986
Temple University
BA, Liberal Arts
Computer Aid, Inc. August 2000 - Present
Wachovia January 1998 - August 2000
The Bank of New York Mellon June 1994 - December 1997
Skills
Solution Selling, Process Improvement, Project Management, Business Analysis, Vendor Management, ITIL, IT Service Management, IT Strategy, Business Process, Program Management, CRM, Business Process..., Outsourcing, SaaS, Strategy, Enterprise Software, Professional Services
Education
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Finance
University of Delaware
B.S. Finance
Princeton University March 2011 - Present
Credit Suisse September 2010 - March 2011
Citi April 2010 - August 2010
BlackRock June 2008 - January 2010
BlackRock June 2008 - November 2009
The Bank of New York Mellon February 2006 - December 2007
Goldman Sachs 2000 - 2003
Skills
Training, Talent Management, Organizational..., Onboarding, Performance Management, Employee Engagement, HRIS, Program Management, Human Resources, Project Management, Training
Education
University of Delaware 1993 — 1997
Bachelor's degree
BNY Mellon March 2012 - Present
BNY Mellon October 2010 - March 2012
The Bank of New York Mellon November 2008 - October 2010
JPMorgan Chase Bank August 2006 - November 2008
The Weston Group December 2003 - July 2006
The Bank of New York 2000 - 2003
Standard Bank Group July 1998 - July 2000
Skills
Corporate Trust, Sales, Corporate Finance, International Law, Equities, Business Development, Banking, Investments, Capital Markets, Financial Modeling, Structured Finance, Securities, Investment Banking, Mergers & Acquisitions, Corporate Law, Financial Markets, Structured Products, Risk Management, Fixed Income, Financial Analysis, Management, Insurance, Due Diligence, Derivatives
Education
University of Miami School of Law 1997 — 1998
Master of Laws (LL.M.), International Law and Legal Studies
Universidad de Los Andes 1990 — 1996
Law, Law
Colegio Nueva Granada
Colegio Nueva Granada
High School
BNY Mellon September 2013 - Present
Bank of New York Mellon June 2010 - September 2013
The Bank of New York Mellon August 2008 - June 2010
Active Spectrum May 2006 - August 2008
Freddie Mac May 2007 - August 2007
Council of Institutional Investors June 2006 - August 2006
Skills
Nonprofits, Financial Services, Bloomberg, Wealth Management, Corporate Finance, Finance, Financial Analysis
Education
The George Washington University 2004 — 2008
BS, Economics, French Language and Literature
The Bank of New York Mellon July 2007 - Present
BNY Mellon Corporation 2007 - 2009
The Bank of New York November 1988 - 2007
Irving Trust Company 1972 - 1988
Education
The George Washington University - School of Business 1968 — 1970
BBA, Data Processing
The Bank of New York Mellon 2011 - 2011
SunTrust Robinson Humphrey - Financial Services & Technology August 2006 - April 2008
SunTrust Bank Corporate Trust Division July 2004 - August 2006
Merrill Corporation November 1999 - February 2001
SunTrust Bank 1997 - 1999
NationsBank/The Bank of New York Trust Company of Florida 1993 - 1996
Skills
correspondent banking, M&A Escrow Sales, Relationship Management, Consultative Selling, Corporate Trust..., organizational..., risk management, document review, compliance monitoring, business development, process consolidation..., revenue growth while..., Business Development, Risk Management, Sales, Correspondent Banking, Management, New Business Development, Treasury Management, Cash Management, Banking, Strategy
Education
University of Florida 1991 — 1993
MA, Public Administration
University of Florida 1986 — 1991
BA, Political Science/Economics
Regions Bank July 2013 - Present
BB&T December 2012 - June 2013
Bank of America Merrill Lynch May 2011 - June 2012
Bank of America Merrill Lynch May 2002 - May 2011
Banc of America Securities July 1998 - April 2002
Bank of America June 1997 - July 1998
The Bank of New York Mellon August 1988 - May 1997
Skills
Capital Markets, Syndications, Financial Structuring, Loans, Investment Banking, Leveraged Finance, Banking, Middle Market, Corporate Finance, Commercial Banking, Commercial Lending, Project Finance, Emerging Markets, Treasury Management, Risk Management, Financial Institutions, Hedge Funds, Trading, Asset Management, Private Equity, Equities
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S. Econ, Finance
University of Essex 1987 — 1987
The Bank of New York Mellon Exceptions AnalystReliant Energy2002 - 2004
Skills
Portfolio Management, Banking
Education
University of Houston, C.T. Bauer College of Business 1995 — 2001
Morgan Stanley Investment Management August 2014 - Present
The Bank of New York Mellon June 2006 - July 2014
Paradigm Global Advisors June 2005 - June 2006
Skills
Private Equity, Financial Structuring, Hedge Funds, Business Development, Alternative Investments
Education
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Amazon.com October 2009 - Present
The Bank of New York Mellon May 2008 - August 2008
University at Buffalo August 2007 - April 2008
Skills
C, Java, SQL, JSP, Web Services, Agile Methodologies, Amazon Web Services..., Web Applications, Distributed Systems, Oracle, Perl, Software Development
Education
University at Buffalo 2007 — 2009
M.S., Computer Science
University of Mumbai 2003 — 2007
B.E., Computer Engineering
The Bank of New York Mellon October 2006 - Present
JP Morgan Chase November 2000 - 2006
Actuate Corporation December 1998 - November 2000
Citibank, India 1996 - 1998
Dhanalakshmi Bank February 1994 - August 1996
CAT Software Solutions August 1992 - January 1994
Skills
PMP, Software Project..., Program Management, Business Intelligence, SDLC, Data Warehousing, Business Analysis, Requirements Analysis, IT Strategy, Oracle, Business Objects, Vendor Management, SOA, Enterprise Architecture, Microsoft SQL Server, Requirements Gathering, SQL, ETL, Solution Architecture, Systems Analysis
Education
University of Houston 2001 — 2003
M.S., Management of Information Systems
Boston Software Institute 1995 — 1996
Post Graduate Diploma in Software Application Engineering, Software Engineering
University of Madras 1988 — 1992
Bachelor of Engineering, Computer Science & Engineering
The Bank of New York Mellon September 2010 - Present
Bank of New York Mellon May 2008 - Present
Education
University of California, Irvine 2000 — 2005
Marriott Vacations Worldwide January 2010 - Present
Marriott Vacation Club International November 2008 - April 2010
Marriott Vacation Club International September 2005 - November 2008
The Bank of New York Mellon October 2003 - August 2005
Skills
Financial Analysis, Asset Managment, Capital Markets, Financial Modeling, Forecasting, Asset Management, Financial Reporting, Business Planning, Strategy, Mutual Funds, Due Diligence, Corporate Finance, Valuation, Investments, Finance, Restructuring, Strategic Financial..., Management, Budgets, Financial Planning
Education
University of Central Florida - College of Business Administration 1999 — 2003
Bachelor of Science, Finance
Stewart Lender Services October 2011 - May 2015
Stewart Lender Services April 2011 - September 2011
Neighborhood Centers Inc. April 2009 - October 2009
The Bank of New York Mellon October 2006 - July 2008
JPMorgan Chase January 1989 - September 2006
Skills
Visio, Access, SDLC, Training, Management, Disaster Recovery, Testing, General Ledger, Change Management, Analysis, Project Management, Invoicing, Vendor Management, Investments, Software Documentation, Business Analysis, Process Improvement, SharePoint, Microsoft Excel, Troubleshooting
Education
University of Houston-Downtown 2002 — 2005
BBA, Accounting
University of Houston 1967 — 1971
BBA, Marketing
Bank of America April 2012 - Present
Bank of America July 2009 - April 2012
US Oncology 2009 - 2009
The Bank of New York Mellon June 2007 - July 2008
Capital One 2005 - 2007
Education
University of Houston 1999 — 2004
Bachelor of Business Administration (BBA), Marketing/Management
The Bank of New York Mellon April 2006 - December 2014
MFS Investment Management May 2000 - December 2005
Arthur D. Little May 1999 - May 2000
Wellington Management February 1997 - May 1999
Skills
Financial Services, Human Resources, Leadership, Mutual Funds, Project Management, Recruiting, Vendor Management, Onboarding, SDLC, Talent Acquisition, CRM, Employee Benefits, Hiring, Strategy, Employee Relations, Management, Talent Management
Education
Tufts University
Bachelor of Arts (B.A.), English
Institute of Management Accountants - Houston Chapter June 2008 - Present
Institute of Management Accountants - Texas Regional Council January 2008 - Present
Environmental Industrial Services Group, Inc. September 2015 - Present
The Bank of New York Mellon August 2010 - September 2015
Ajilon Finance Solutions April 2010 - August 2010
Robert Half Management Resources August 2009 - April 2010
Heritage Plus Financial Inc. November 2008 - June 2009
Burnett Staffing Specialists July 2008 - October 2008
EMC Services, Inc. December 2006 - April 2008
Houston Metro Electrical Corporation March 2000 - December 2006
Skills
Accounting, General Ledger, Variance Analysis, Account Reconciliation, Internal Controls, GAAP, Cost Accounting, Financial Reporting, Payroll, Cash Flow, Internal Audit
Education
Lone Star College System 2007 — 2010
Accounting Advanced Technical Certificate Qualifying For The CPA Exam, Accounting
University of Central Oklahoma 1981 — 1984
Bachelor of Science, Biology / Computer Science
University of Central Oklahoma 1978 — 1981
BS, Biology
Rose State College 1976 — 1978
Business / Science
PowerShares V.P. Head of Global ETF OperationsInvesco PowerSharesOctober 2006 - Present
The Bank of New York Mellon 1996 - 2006
Skills
Series 7, Equities, Mutual Funds
Education
University at Buffalo
People's United Bank September 2008 - Present
JPMORGAN CHASE BANK, N.A. 1996 - 2008
JPMORGAN CHASE BANK, N.A. 1994 - 1996
CONSOLIDATED ASSET RECOVERY CORPORATION 1991 - 1994
CITYTRUST 1990 - 1991
WESTPORT BANK & TRUST 1986 - 1990
THE BANK OF NEW YORK MELLON 1982 - 1986
Skills
Commercial Lending, Credit Analysis, Loans, Cash Management, Workout, New Business Development, Banking, Credit Risk, Portfolio Management, Commercial Banking, Underwriting, Customer Relations, Cross Selling, Treasury Management, Business Development, Credit, Treasury Services, Small Business Lending, Lines Of Credit, Asset Based Lending, Relationship Management, Loan Origination
Education
University at Albany, SUNY 1977 — 1981
B.S.
The Bank of New York Mellon August 2007 - Present
Bank Of America August 2005 - February 2007
Education
University of California, Los Angeles
The Bank of New York Mellon Senior Relationship ManagerBNY MellonJuly 2012 - Present
Skills
Fixed Income, Derivatives, Financial Services
Education
University of Delaware 1992 — 1996
BS, Finance
Deutsche Bank July 2014 - Present
Barclays Capital March 2010 - November 2013
Spriv February 2008 - February 2010
The Bank of New York Mellon August 2004 - October 2008
The Bank of New York March 2002 - December 2003
Skills
Derivatives, Business Analysis, Middle Office, Securities, Requirements Gathering, Back Office, Investment Banking, Fixed Income, Capital Markets, Trading Systems, Swaps, Settlement, Trading, Equities, SDLC, Hedge Funds, Bonds, SWIFT payments, Business Process, Financial Services, Visio, Funding, Liquidity, Agile & Waterfall..., Scrum, SWIFT messages, Business Development, Project Management, PowerPoint, Microsoft Excel, Microsoft Word, Project Planning, MS Project, Offshore Outsourcing, Functional..., Testing, Test Planning, Nostro Reconciliation, Foreign Exchange, CLS, OFAC, Software Project...
Education
Tel Aviv University
MBA, Finance and IT
Tel Aviv University
Bachelor's degree, Economics and Statistics
Direct Energy Business April 2014 - Present
Guardian Protection Services April 2012 - April 2014
The Bank of New York Mellon March 2010 - December 2011
University of Dayton January 2008 - March 2009
Skills
Customer Service, Marketing, Advertising, Microsoft Excel, Facebook Marketing, Social Media Marketing, Corporate Blogging, Microsoft Office, B2B Marketing, Marketo, Project Management, Lead Generation, Facebook, Banking, Securities, Financial Analysis, Twitter, PPC, Outlook, Charity Work, Google Analytics, Pinterest, Instagram, Google Adwords, MSN AdCenter, Mass Email Marketing, StrongMail, Lotus Notes, Twitter Marketing, PowerPoint
Education
University of Dayton 2005 — 2009
Bachelor of Science, Marketing, Management
University of Dayton
Apache Corporation May 2014 - Present
Apache Corporation July 2012 - May 2014
Apache Corporation February 2010 - July 2012
LyondellBasell Industries July 2008 - May 2010
The Bank of New York Mellon June 2005 - June 2008
Skills
Financial Analysis, Credit, Bloomberg, Cash Management, Cash Flow Forecasting, Treasury Management, Debt Compliance, Risk Management, Investments, Securities, Account Reconciliation, Hedging, Loans, Corporate Finance, Derivatives, Treasury, Forecasting
Education
University of Houston System 2008 — 2011
M.B.A, Finance
Texas A&M University 2001 — 2005
Bachelor's, Economics
ADP March 2013 - Present
ADP June 2011 - March 2013
The Bank of New York Mellon 2006 - December 2008
The Bank of New York Trust Company, NA 1996 - 2006
Bank of America State Trust Company, NA 1994 - 1996
Security Pacific State Trust Company 1990 - 1993
Security Pacific National Bank 1989 - 1990
MBank Dallas 1983 - 1989
Skills
Securities, Financial Services, Leadership, Finance, Capital Markets, Back Office, Management, Strategy, New Business Development, Integration, Mergers & Acquisitions, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Bachelor of Science, Finance and Investments
BS Finance
The Bank of New York Mellon June 2009 - Present
Bank of New York Mellon October 2008 - June 2009
The Bank of New York Mellon July 2007 - September 2008
The Bank of New York January 1997 - July 2007
Skills
VSAM, CICS, SDLC, Securities, Financial Services, Integration
Education
The College of New Rochelle
BA, Mathematics
Deutsche Bank November 2014 - Present
AIG March 2014 - October 2014
The Bank of New York Mellon July 2011 - February 2014
Morgan Stanley November 2004 - December 2010
Skills
Cash Flow Forecasting, Capital Forecasting, Risk Assessment, Liquidity Management, Project Management, Basel III, CCAR, Financial Reporting, Financial Planning, Corporate Finance, Financial Services, US GAAP, Financial Modeling, Financial Markets, Securities
Education
University of Delaware 2000 — 2003
Bachelor of Arts, Political Science
Cablevisions Systems Corporation August 2011 - Present
The Bank of New York Mellon March 2005 - August 2011
Kornstein, Veisz, Wexler & Pollard 2004 - 2005
United States Attorney's Office - Southern District of New York 1995 - 2001
U.S. Department of Justice October 1991 - May 1995
Skills
Corporate Governance, Litigation, Commercial Litigation, Privacy Law, Intellectual Property, Internal Investigations, AML, Civil Litigation, Fraud, Legal Writing, Legal Research, Employment Law, Dispute Resolution
Education
Yale Law School 1988 — 1991
J.D., Law
University of Cambridge 1986 — 1988
M. Litt., Music History
Yale University 1982 — 1986
BA, History
Metropolitan Capital Investment Banc 2013 - Present
Jeffrey B. Schreier Consulting 2009 - Present
Promontory Interfinancial Network, LLC 2002 - Present
The Bank of New York Mellon 1986 - 2009
Proskauer Rose LLP 1980 - 1986
Education
Washington University in St. Louis School of Law
J.D.
University of Michigan
M.A., English Language and Literature
Union College
B.A., English
UCLA November 2014 - Present
IBM Global Business Process Services September 2014 - November 2014
The Bank of New York Mellon Inc., New York, NY April 2012 - April 2014
The Bank of New York Mellon January 2010 - June 2012
The Bank of New York January 1998 - January 2010
Centralized Computer Center January 1994 - January 1997
Skills
SDLC, Requirements Analysis, Software Documentation, COBOL, JCL, Mainframe, Databases, DB2, VSAM, Business Requirements, User Acceptance Testing, Testing, Requirements Gathering, CICS, Visio
Education
Touro College 2010 — 2010
BS/ MS, Computer Science
Tashkent University of Engineering 1986 — 1992
Combined BS and MS, Engineering
The Bank of New York Mellon Vice President Mortgage Operations DivisionMellon Financial1991 - 2006
Skills
Project Management, Securities, Portfolio Management, Investments, Risk Management, Banking, Financial Analysis, Financial Modeling, Financial Services, Asset Management, Fixed Income
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
BBA, Finance
Anson Jr. High
St. Thomas More Catholic High School
Temple University January 2015 - Present
Temple University August 2011 - December 2014
Citi July 2010 - August 2011
Temple University Beasley Law School September 2007 - June 2010
Temple University - Office of Student Activities December 2009 - May 2010
Temple University - Main Campus Program Board May 2009 - May 2010
Temple University - Main Campus Program Board May 2008 - May 2009
The Bank of New York Mellon May 2008 - August 2008
Skills
Event Planning, Alumni Affairs, Event Management, Microsoft Excel, Social Media Marketing, Microsoft Office, Analysis, Microsoft Word, Employee Relations, Database Management, Excel, Word, Databases, Outlook, PowerPoint, Access, Data Analysis, iModules, Banner Finance, Management, Public Speaking, Fundraising, Leadership, Community Outreach, Nonprofits, Social Media
Education
Temple University 2014 — 2016
Master of Science (M.S.), Sport Business - Recreation and Event Management concentration
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Human Resources Management
BNY Mellon November 2013 - Present
The Bank of New York Mellon June 2012 - Present
BNY Mellon July 2011 - June 2012
BNY Mellon April 2010 - July 2011
Stateline Auto Group September 2009 - December 2009
Skills
Bloomberg Terminal, Microsoft Office, Enterprise Software, IBM 3270, Account Reconciliation, Derivatives, Leadership
Education
Thiel College 2005 — 2009
B/A, Accounting, Business Administration
The Bank of New York Mellon CustodyThe Bank of New York Mellon1988 - 2001
Education
University at Albany, SUNY
BS
THE BANK OF NEW YORK MELLON August 2005 - Present
The Bank of New York Mellon August 2005 - September 2009
H&R Block June 2004 - July 2009
Rite Aid Pharmacy August 1999 - July 2005
St. Martins Catholic Hospital June 1995 - July 2004
Skills
Hedge Funds, Account Reconciliation, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Standard & Poor’s..., Cape logic, Wall Street Office, Structured Finance, Alternative Investments, Derivatives, Capital Markets, NAV calculations, Tax Preparation, Organizational..., Mutual Funds, QuickBooks, Administration, Fixed Income, Long/Short Equity, Booking and Allocation
Education
Touro College 2007 — 2009
Master of Science, International Business and Finance
LEHMAN COLLEGE 2002 — 2005
Bachelor's degree, Accounting and Economics
Nationwide E-Z Cashflow Solutions, LLC. August 2015 - Present
The Bank of New York Mellon October 2006 - July 2015
BNY Mellon October 2006 - February 2012
SouthTrust Bank May 2001 - September 2006
Skills
Corporate Trust, Fund Accounting, Fund Administration, Structured Finance, Bonds, Relationship Management, Financial Risk, Management, Risk Management, Corporate Finance, Finance, Microsoft Excel
Education
University of Alabama at Birmingham 1987 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Illinois Hospital & Health Sciences System April 2015 - June 2015
Mayo Clinic January 2015 - March 2015
NHS Human Services August 2012 - August 2013
EXPRESS August 2012 - August 2013
American Healthcare Group, Inc March 2011 - May 2012
The Bank of New York Mellon July 2008 - January 2011
Skills
Public Speaking, Social Services, Microsoft Word, PowerPoint, Community Outreach, Therapists
Education
Thomas Jefferson University 2013 — 2015
Master of Science (MS), Occupational Therapy/Therapist
Slippery Rock University of Pennsylvania 2011 — 2012
Bachelor of Science (BS), Biology
Washington and Jefferson College 2004 — 2008
Bachelor of Arts (BA), Psychology
SVB Financial Group May 2014 - Present
The Bank of New York Mellon January 2010 - April 2014
Towers Watson March 2007 - November 2009
Ashfield Capital Partners, LLC February 2006 - March 2007
Academy of Art University September 1998 - February 2006
Skills
Management, Project Management, Team Building, Strategic Planning, Risk Management, Recruiting, Software Documentation, Integration, Finance, Due Diligence, Data Analysis, Banking, Policy, Organizational..., Auditing, Analysis, Financial Services, Portfolio Management, Investments
Education
University of San Francisco 1999 — 2001
MPA, Masters in Public Administration
University of California, Berkeley 1996 — 1998
BA, Sociology
BlackRock SVP, HRHSBCMay 2008 - August 2012
THE BANK OF NEW YORK MELLON January 2006 - April 2008
WACHOVIA/WELLS FARGO August 1998 - December 2005
Skills
Consulting, Deferred Compensation, Employee Relations, Succession Planning, Talent Management
Education
The George Washington University
Master of Education, Human Development
THE PENNSYLVANIA STATE UNIVERSITY
Bachelor of Arts, Psychology
IMPERIAL COLLEGE OF LONDON
Study Abroad
Development Finance International, Inc. January 2014 - September 2014
Multilateral Investment Fund September 2011 - January 2014
The World Bank September 2009 - September 2011
McKinsey & Company and the Centre for Economic Performance at LSE June 2009 - September 2009
Organization for Economic Cooperation and Development (OECD) October 2008 - April 2009
The National Audit Office June 2008 - September 2008
AntiApathy January 2008 - June 2008
American Institute for Economic Research June 2007 - July 2007
JP Morgan Chase April 2007 - June 2007
The Bank of New York Mellon July 2005 - January 2007
Skills
International Project..., Project Management, Poverty Reduction, Investment Advisory, Economic Development, New Business Development, Financial Modeling, Women Owned Business, Data Analysis, Business Development, Consulting, Strategic Consulting, Econometrics, Due Diligence, Financial Analysis, Economics, International Relations, Analysis, Financial Reporting, International Business, Budget Monitoring, Stata, Progress Monitoring, NGOs, Indexing, International Trade, Foreign Languages, Program Evaluation, Government, Sustainable Agriculture, Public Policy, Victims, Organic Agriculture, Policy, Empowerment, Violence Against Women, National Association of..., Corporate Social..., Microfinance, Emerging Markets, Mergers, Investments, Portfolio Management, Policy Analysis, Sustainability, Capacity Building, Grants, Latin America, Nonprofits, Research
Education
London School of Economics and Political Science 2007 — 2009
MPA, Masters in Public and Economic Policy, 4.0 (Distinction)
Tufts University 2001 — 2005
BA, International Relations, Economic Development, 3.7 GPA (Magna Cum Laude)
Greenhill School 1986 — 2001
High School, 5 AP credits towards university, 3.8 GPA
DS Technical Services, LLC. December 2009 - Present
The Bank of New York Mellon April 2006 - September 2009
Sona Medspa September 2003 - June 2006
Sona Medspa June 2005 - February 2006
Education
University of Central Florida 1997 — 1998
Associates of Science, Computer Information Systems Analysis
The Bank of New York Mellon Investment SpecialistCharles SchwabJanuary 1996 - July 2001
Skills
Bloomberg, Wealth Management, Hedge Funds, Equities, Fixed Income, Mutual Funds, Investments, Derivatives, Capital Markets, Asset Allocation, Portfolio Management, Retirement Planning, Financial Analysis, Financial Modeling, Fund Accounting, Alternative Investments, Valuation, Asset Management, Securities, Financial Services, Finance, Financial Planning, Risk Management, Financial Markets, Bonds, Options, Financial Reporting, Bloomberg Terminal, Investment Strategies, Investment Management
Education
University of Phoenix 2001 — 2003
Masters of Business Administration, MBA
University of Central Florida - College of Business Administration 1995 — 1996
Bachelors of Science, Finance
The Bank of New York Mellon 2006 - Present
JP Morgan Chase 2000 - 2006
Actuate 1999 - 2000
Bosch 1994 - 1999
Skills
SDLC, Software Project..., IT Project & Program..., IT Capital Planning, IT Project Leadership, Project Management, Team Management, Program Management..., Software Development, Vendor Management, Business Analysis, Requirements Analysis, Visio, Program Management, MS Project, Software Solutions, Business Process, Agile Methodologies, Integration, IT Strategy, Management, Enterprise Architecture
Education
University of Houston-Clear Lake 2002 — 2004
MS, Management of Information Systems
Bangalore University 1988 — 1992
BE, Electronics Engineering
State Street April 2011 - Present
The Bank of New York Mellon November 2009 - April 2011
Roxbury Community College August 2009 - November 2009
Skills
Bloomberg, Fund Administration, Banking, Fund Accounting, Microsoft Excel, Lotus Notes, Financial Reporting, Billing Systems
Education
University of Colorado at Boulder 2000 — 2004
BS, Geological and Earth Sciences/Geosciences
Tadano America Corporation May 2013 - Present
Highway Technologies January 2008 - May 2013
The Bank of New York Mellon April 2006 - January 2008
Skills
General Ledger, Accounts Receivable, Microsoft Excel, QuickBooks, Budgets, Analysis, Contract Management, Forecasting, Contract Negotiation, Process Scheduler, Microsoft Office, Accounts Payable, Procurement, Inventory Management, Financial Analysis, Payroll, Purchasing, Construction, SAP ERP
Education
University of Houston 1999 — 2003
Bachelor, Accounting
N/A
Accounting
Wells Fargo October 2012 - Present
The Bank of New York Mellon March 2012 - Present
The Bank of New York Mellon Trust Company January 2006 - Present
JPMorgan Chase/Bank of New York 2004 - Present
JPMorgan Chase December 2002 - December 2005
JPMorgan Chase January 2000 - January 2003
Skills
Financial Risk, Cash Flow, Loans, Management, Portfolio Management, Mutual Funds
Education
Texas Southern University
B.A, Accounting
The Bank of New York Mellon January 2013 - Present
Percheron, LLC July 2011 - January 2013
Beckmen, Cherkassky, Dean & Associates January 2012 - December 2012
The Law Firm of Rensimer & Robin, L.L.P. January 2011 - January 2012
Skills
Litigation, Legal Research, Energy Industry, Legal Writing, Civil Litigation, Contract Negotiation, Due Diligence, Commercial Litigation, Courts, Negotiation
Education
University of Houston Law Center 2007 — 2010
JD, LAW
Texas Southern University—Thurgood Marshall School of Law
BNY Mellon November 2010 - Present
The Bank of New York Mellon March 2002 - November 2010
Citi September 1998 - March 2002
Skills
Fund Accounting, Accounting, Global Custody, Mutual Funds, Equities, Securities, Asset Management, Hedge Funds, Corporate Actions, Portfolio Management
Education
Universidad de Puerto Rico 1992 — 1996
Bachelor of Business Administration (B.B.A.), Major in Accounting
THE BANK OF NEW YORK MELLON January 2005 - August 2009
THE BANK OF NEW YORK October 2004 - December 2006
THE BANK OF NEW YORK August 2000 - September 2004
BANK OF September 1998 - July 2000
Education
SUNY at Buffalo 1993 — 1998
BA
DICK'S Sporting Goods May 2015 - Present
North Allegheny High School Ice Hockey August 2009 - Present
DICK'S Sporting Goods September 2014 - May 2015
DICK'S Sporting Goods July 2012 - September 2014
The Bank of New York Mellon May 2011 - June 2012
UBS Financial Services August 2010 - April 2011
College Works Painting March 2008 - August 2008
Skills
Leadership, Budgets, Finance, Time Management, Training, Retail, Sales, Analysis, Forecasting, Team Leadership, Portfolio Management, Public Speaking, Teamwork, Advertising, Marketing, Merchandising, Negotiation, Management, Valuation, Access, Data Analysis, Microsoft Excel, Team Building, Strategic Planning, Market Research
Education
University of Pittsburgh, College of Business Administration 2007 — 2011
Bachelor of Science
Universitat Autònoma de Barcelona 2010 — 2010
Shady Side Academy 2005 — 2007
The Bank of New York Mellon April 2012 - Present
Skills
Banking, Relationship Management, Portfolio Management, Credit, Mutual Funds, Equities, Financial Services, Commercial Banking, Fixed Income, Loans, Derivatives, Wealth Management
Education
The University of Texas at Austin 2000 — 2002
Bachelor of Arts (BA), Economics
The Bank of New York Mellon November 2005 - Present
Bernstein Investment Research and Management 1999 - 2004
Education
SUNY Albany 2001 — 2005
Bachelor of Business Administration, Finance
Fynanz Inc July 2011 - August 2011
FYNANZ INC 2011 - 2011
The Realty Depot September 2009 - April 2010
The Bank Of New York Mellon February 2009 - August 2009
CITI-NET CAPITAL GROUP CORP October 2004 - July 2008
Skills
Calyx Point, Quickbooks, Mortgage Collateral...
Education
Touro College 1996 — 2000
BS, Business Management and Administration
The Bank of New York Mellon October 2007 - April 2012
Hardin's-SYSCO Food Services LLC April 2006 - October 2007
TESCO Properties, Inc. December 2003 - April 2006
INRANGE Consulting Corp. (Formerly Brandywine Computer Group, Inc March 2001 - July 2003
Handyman Connection May 1999 - November 2000
Kelly Services September 1998 - April 1999
SYSCO Food Services / Cincinnati November 1988 - July 1998
Skills
Microsoft Excel, Microsoft Word, Event Planning, Marketing, Scheduling, Office Management
Education
University of Cincinnati 1981 — 1983
Associate Degree, Legal Secretarial
The Bank of New York Mellon 2011 - 2011
MI-Swaco August 2010 - November 2010
Nabors International, Inc April 2007 - October 2009
Skills
ERP, Oracle Financials, Oracle Discoverer, PeopleSoft, Bolo system, Microsoft Office, Advanced Excel
Education
University of Houston-Victoria 2009 — 2012
Master of Business Administration (MBA), On-going--Finance
University of Houston-Downtown 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Law Debenture Trust Company of New York July 2008 - Present
The Bank of New York Mellon October 1999 - July 2008
Skills
Bonds, Corporate Trust, Financial Services, Banking, Capital Markets, Fixed Income, Structured Finance, Investments, Trust Services, Asset Management, Corporate Finance, Corporate Actions, Equities, Escrow, Securities, Portfolio Management, Risk Management, Financial Markets
Education
University at Buffalo
Bachelor's degree, Economics
The Bank of New York Mellon December 1985 - Present
Home Insurance May 1984 - December 1985
Education
State University of New York at Albany 1980 — 1984
Bachelor of Science (B.S.), Business Administration, Management and Operations