The Bank of New York Mellon Corporation
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 (Jul 17, 2017–) Headquarters: New York City, NY Assets under management: 1.9 trillion USD (2017) Subsidiaries: Dreyfus Corporation, Insight Investment,
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The Bank of New York Mellon Corporation Employees
BNY Mellon November 2012 - December 2013
BNY Mellon November 2011 - November 2012
The Bank of New York Mellon Corporation September 2008 - December 2010
The Bank of New York Mellon Corporation April 2000 - September 2008
Heritage Asset Management, Inc September 1999 - March 2000
J & L Specialty Steel March 1999 - June 1999
ATI Title Company May 1996 - March 1999
Skills
Account Reconciliation, Data Analysis, Accounts Payable, Accounts Receivable, Currency Movements, Month End Close, Bank Reconciliations, Journal Entries, Financial Statements, Dividends, Interest, Wire Transfers, Foreign Exchange, SEC, Operational Efficiency, Reporting Requirements, Trading Operations, GAAP, IBM Mainframe, QuickBooks, Bloomberg, Reuters, Adobe Acrobat, Outlook, Microsoft Excel, Microsoft Word, Lotus Notes
Education
Indiana University of Pennsylvania
Bachelor of Science, Accounting
Dezan Shira & Associates January 2014 - May 2014
Brandeis University January 2014 - May 2014
Brandeis University September 2013 - December 2013
Boston Digital Ventures February 2013 - May 2013
Beijing Rural Commercial Bank July 2012 - August 2012
Wuhan Science &Technology Credit Guaranty Co., Ltd August 2011 - September 2011
The Bank of New York Mellon Corporation January 2011 - February 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Credit Risk, Economics, Equity Research, Risk Management, Microsoft Office, Matlab, SPSS, Financial Risk, Translation, Interpretation, Stata, Data Analysis
Education
Brandeis International Business School 2012 — 2014
Master of Arts, International Economics and Finance
Beijing Foreign Studies University 2008 — 2012
Bachelor of Science (B.S.), Economics, 3.86/4.0
Beijing Foreign Studies University 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General, 3.6/4.0
First Niagara Financial Group September 2014 - Present
CNO Financial Group August 2013 - September 2014
The Bank of New York Mellon Corporation August 2008 - August 2013
PNC May 2008 - August 2008
Mellon Financial June 1998 - May 2008
Skills
WebSphere Application..., Websphere, AIX, Unix, Linux, DB2, Middleware, Java, WebSphere Portal, Ksh, System Deployment, Enterprise Architecture, Jython, Solaris, SDLC, WebSphere eXtreme Scale, RAD, Unix Shell Scripting, Solution Architecture, Cluster, COBOL, Java Enterprise Edition, Disaster Recovery, Integration, WebSphere Process Server, Perl, IIS, Agile Project Management, Business Intelligence, Weblogic, PMP, Architecture, Project Management, Architectures, Oracle, Application Servers, IBM HTTP Server, Tomcat, Apache, WebSphere Message Broker, WebSphere MQ, Mainframe, SQL, Infrastructure, JSP, Software Project..., DB2 Connect, Requirements Analysis, WebSphere, IBM AIX
Education
Indiana University of Pennsylvania 1996 — 1998
B.S., Computer Science
University of the Sciences in Philadelphia 1991 — 1995
Pharmacy
McNeil, Gray & Rice Strategic Communications May 2011 - May 2013
EBI Consulting November 2009 - April 2011
The Bank of New York Mellon Corporation April 2007 - January 2009
The Bank of New York Mellon June 2005 - March 2007
State Street Global Advisors September 2003 - June 2005
Simmons College 2000 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2013
Master of Business Administration (M.B.A.)
Simmons College 1999 — 2003
Bachelor of Arts (B.A.)
School Year Abroad
Tabor Academy
Coventry Health Care, an Aetna Company July 2012 - Present
PNC Bank October 2007 - July 2012
The Bank of New York Mellon Corporation June 1994 - September 2007
Skills
Vendor Management, Project Management, Business Analysis, Process Improvement, SDLC, Business Requirements, Risk Management, Banking, SQL, Product Management, Program Management, Requirements Gathering, Integration, Oracle, Software Project..., Microsoft SQL Server, Requirements Analysis, Visio, Databases, Software Development, IT Strategy, Enterprise Architecture, IT Management
Education
Duquesne University 1998 — 2002
MBA, eCommerce and Information Technology
James Madison University 1990 — 1994
BBA, Computer Information Systems
Mt Lebanon High 1986 — 1990
The Bank of New York Mellon Corporation March 2015 - Present
Summit Furniture Indonesia May 2014 - August 2014
Tessaro's Restaurant June 2013 - September 2013
United Nations Development Program May 2012 - June 2012
The Fund for Public Interest May 2011 - June 2011
Grant Street Group December 2010 - January 2011
Skills
Multi-Cultural Team..., Global Cross-Functional..., Creative Problem Solving, liaise inter-cultural..., Economic Data Analysis, Talent Acquisition, International Relations, Business Intelligence, Philosophy of Mind, Business Analysis, Financial Analysis, Management, Bilingual Proficiency, Bilingual Communications, Closing Proficiency, Ability to learn...
Education
Penn State University 2009 — 2014
Bachelor's Degree, International Economics, 3.8
Penn State University 2009 — 2014
Bachelor's Degree, Philosophy, 3.5
Penn State University 2009 — 2014
Bachelor's Degree, Communication, General, 3.7
DICK'S Sporting Goods May 2015 - Present
PNC May 2012 - May 2015
PNC May 2012 - September 2014
The Bank of New York Mellon Corporation April 2010 - April 2012
Nine West October 2007 - January 2012
The Bank of New York Mellon Corporation January 2008 - April 2010
COMDOC June 2006 - June 2007
Skills
Leadership, Management, Training, Sales, Account Management, Marketing, Customer Service, Outlook, Microsoft Excel, Financial Reporting, Negotiation, PowerPoint, Accounting, Sales Operations, Supply Chain Management, Project Management, Teamwork, Microsoft Word
Education
Duquesne University 2002 — 2006
Bachelor of Science, Business Administration; Marketing/Supply Chain Management
Academy Sports + Outdoors - Corporate July 2014 - Present
State Farm June 2009 - July 2014
State Farm Insurance Company May 2009 - August 2009
BMC Software October 2007 - January 2009
The Bank of New York Mellon Corporation October 2007 - December 2008
BG Business Services January 2006 - April 2006
Skills
Marketing, Process Improvement, Customer Service, Microsoft Office, Leadership, Management, Microsoft Excel, Public Speaking, Sales, Project Management, Time Management, Forecasting, Finance
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
Bachelor, BBA in Marketing with a minor in Finance
Louisiana State University 2004 — 2006
N/A, Information Systems and Decision Sciences
Klein Forest High School 2000 — 2004
Diploma, General
Louisiana State University
The Bank of New York Mellon Corporation 2005 - Present
SACCI Management Inc April 2003 - Present
Shared Assessments Group 2012 - 2014
CURE National 2012 - 2014
The Unity Project 2008 - 2011
The Bank of New York December 2005 - June 2006
JPMorgan Chase October 2000 - October 2005
JP Morgan October 2000 - October 2005
JPMorganChase 2000 - 2005
CSC 2000 - 2003
Skills
Business Process, Governance, Information Security..., Project Management, IT Strategy, Outsourcing, Vendor Management, Process Improvement, Program Management, IT Audit, Enterprise Architecture, Risk Management, SDLC, Management Consulting, Business Continuity, ITIL, Security, Information Security, Disaster Recovery, Financial Risk, CISSP, Leadership, Sarbanes-Oxley Act, CISA, IT Management, Management, Software Development, Data Center, Information Technology, Infrastructure, PMO, Project Portfolio..., PMP, Project Planning, Integration, Public Speaking
Education
University of Oklahoma - Price College of Business 1987 — 1991
Bachelor of Business Administration
Thomas A. Edison Sr. High School 1972 — 1976
Graduated cum laude
Almeda University
Master of Business Administration
University of Oklahoma
Bachelor of Science
University of Tulsa
Pursuing meteorology
Pace University August 2014 - Present
The Bank of New York Mellon Corporation March 1987 - July 2009
Siemens 1979 - 1987
Skills
employment law, partnering with..., employee relations, conflict resolution, job descriptions, building relationships, employee handbook, workforce planning, workforce reductions, performance appraisals, performance management, corrective actions, FMLA, FLSA, anti-discrimination, anti-harassment, speaks fluent German, Employment Law, Performance Management, Employee Benefits, Employee Relations, Building Relationships, Employee Handbooks, Human Resources, Management, Recruiting, Corrective Actions, Litigation, Mergers & Acquisitions, HR Policies
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1976 — 1979
JD, Law
Columbia University in the City of New York 1970 — 1971
Master's Degree, Librarianship
New York University 1969 — 1970
MA, German literature
Tufts University 1965 — 1969
BA-magna cum laude, German literature
Eberhard-Karls-Universität Tübingen 1967 — 1968
German Language and Literature
American International School - Vienna, Austria
High School
COBS Bread May 2013 - Present
Book-A-Goalie August 2011 - August 2014
Aviva Canada May 2010 - July 2011
The Bank Of New York Mellon Corporation November 2002 - February 2009
Central Source Consulting 2005 - 2006
Canadian Memorial Chiropractic College September 2001 - April 2002
Direct Advantage Marketing 2002 - 2002
GE Capital IT Solutions April 2000 - May 2001
GE Capital IT Solutions May 1996 - April 2000
Texcan Cables May 1995 - April 1996
Skills
Contract Negotiation, Procurement, RFP, Purchasing, Document Storage, Inventory Management, Vendor Management, Vendor Relations, Negotiation, Process Improvement, Strategic Sourcing, Networking, Document Management, Management, Sales, IT Service Management
Education
Laurentian University/Université Laurentienne 1983 — 1984
Nomura Global September 2014 - Present
Ernst & Young January 2008 - September 2014
The Bank of New York June 2002 - January 2008
The Bank of New York Mellon Corporation 2002 - 2008
Asahi Bank, New York Branch November 1999 - December 2001
Skills
CISSP, IT Governance, IT Risk, Security, Compliance, RSA Archer, Enterprise Risk..., Technology Risk..., CRISC, Application Security, Computer Security, Data Security, GLBA, Governance, IT Risk Management, Information Security, Information Technology, Risk Assessment, Risk Management, Business Continuity..., IT Audit, IT Management, IT Operations, Security Audits, Security Awareness, Vendor Management
Education
LIU Post 1999 — 2001
MS, Information Systems
Rochester Institute of Technology 1987 — 1993
BS, Biotechnology
Eleventh Grade English March 2011 - June 2011
WorldTeach 2010 - 2011
Twelfth Grade Life Skills January 2010 - December 2010
State of Georgia, Office of Treasury and Fiscal Services May 2008 - December 2009
The Bank of New York Mellon Corporation February 2006 - April 2008
Orchard Park Community Education January 2001 - January 2005
Skills
ESL, Teaching, Public Speaking, Writing, Curriculum Design, Classroom, History, Training, PowerPoint, Microsoft Excel
Education
University of Southern California 2014 — 2015
Master's degree, Secondary Education and Teaching
Ithaca College 2001 — 2005
Bachelor of Arts, History; History
Standard & Poor's August 2015 - Present
Markit October 2014 - August 2015
The Bank of New York Mellon Corporation June 2013 - September 2014
Skills
Corporate Finance, Data Analysis, Account Reconciliation, Corporate Actions, Microsoft Office, Bloomberg, Economics, SQL, Financial Analysis, Research, Team Building, Leadership, Strategy, Hedge Funds, geneva (Advent), Salesforce.com, trade settlement, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ridge High School 2005 — 2009
High School
Morgan Stanley April 2014 - Present
Credit Suisse December 2013 - April 2014
Morgan Stanley August 2013 - November 2013
The Bank of New York Mellon Corporation January 2013 - June 2013
MBF Clearing Corporation Securities Litigation January 2011 - April 2012
SECOR Asset Management 2012 - 2012
MBF Clearing Corp. September 2010 - December 2011
Hawthorne Investigations & Security June 2004 - March 2010
Brady & Marshak, LLP Attorneys At Law December 2007 - May 2009
Hawthorne Investigations & Security June 2004 - March 2009
Skills
Microsoft Excel, Outlook, PowerPoint, Software Documentation, Budgets, Legal Compliance, Employee Relations, Leadership, Forecasting, Risk Management, Training, Financial Analysis, Project Management, Microsoft Office, Securities, Corporate Law, Analysis, Accounting, Due Diligence, Investments, Management, Hedge Funds, Finance, Notary Public, Alternative Investments, Settlement, Equities, Banking, Lexis, Capital Markets, Asset Management, Options, Document Review
Education
New York University 2002 — 2003
Paralegal Diploma, Paralegal
John Jay College of Criminal Justice 1998 — 2001
Bachelor of Science; Diploma, Studies Continuing and Professional Studies
City University of New York-John Jay College of Criminal Justice 1997 — 2000
Bachelor of Science, Legal Studies
John Jay College of Criminal Justice
Bachelor of Science; Diploma, StudiesContinuing and Professional Studies
Virginia F. Hartley
Northgate Capital June 2014 - Present
Northgate Capital November 2010 - May 2014
The Bank of New York Mellon Corporation April 2006 - August 2010
Alupka Asset Management LLC August 2005 - November 2005
Skills
InvestOne, Investran, QuickBooks, Corporate Finance, Private Equity, Venture Capital, Financial Accounting, Finance, Securities, Financial Reporting, Fund Accounting, Accounting, Microsoft Excel, Financial Statements, Due Diligence
Education
University of San Francisco 2004 — 2005
MBA, Finance; Business and Management, GPA 3.7
Economy and Management School, China Agricultural University 2000 — 2004
BS, Business Management, GPA 3.6
ReadyTalk May 2014 - Present
ReadyTalk November 2013 - May 2014
Panorama Physical Therapy for Integrity Rehab Group May 2012 - November 2013
Governor's Park Chiropractic September 2011 - May 2012
Universal Dance Association May 2010 - December 2010
Lerner Health and Wellness Center January 2010 - May 2010
The Bank of New York Mellon Corporation May 2008 - August 2008
Skills
Customer Service, Event Management, Teaching, Retail, Time Management, Project Planning, Management, People Skills, Attention To Detail, Persuasion, Sales, Training, Microsoft Office, Employee Training, Special Events, Salesforce.com, Planning, Data Analysis, Organizing, Data Entry, Healthcare, Teamwork, Microsoft Word, Social Media, Marketing, CRM, Public Speaking
Education
The George Washington University 2006 — 2011
Kinesiology and Exercise Science
Archbishop Molloy High School 2002 — 2006
PNC February 2014 - Present
PNC Mortgage February 2013 - October 2013
Lender Processing Services, Inc. (LPS) August 2012 - December 2012
GameStop Corporation November 2008 - October 2012
The Bank of New York Mellon Corporation May 2008 - November 2008
Lock Haven University January 2005 - December 2007
Skills
Store Management, Loss Prevention, Visual Merchandising, Big Box, Merchandising, Shrinkage, Store Operations, Driving Results, Planograms, Retail, Associate Development, Retail Sales, Multi-Unit Management, Multi-unit, Customer Service, Microsoft Excel
Education
Lock Haven University of Pennsylvania 2004 — 2008
Business Administration, Business Administration and Management, General
Tandigm Health March 2015 - Present
Axalta Coating Systems April 2014 - February 2015
QlikTech March 2009 - March 2014
Allied Resource Corporation July 2007 - February 2009
CSL Behring January 2006 - July 2007
Computer Sciences Corporation September 2004 - January 2006
The Bank of New York Mellon Corporation June 2000 - August 2004
Skills
Forecasting, Business Analysis, Financial Modeling, Finance, Analysis, Budgets, Strategic Planning, Strategic Financial..., Financial Analysis, Program Management, Team Building, Accounting, Business Intelligence, Process Improvement, Salesforce.com, Financial Reporting, Budgeting, Microsoft Office, Variance Analysis, Microsoft Excel, Excel, Analytics, Cash Flow Forecasting, Cash Flow Analysis, Free Cash Flow, Data Visualization, QlikView, Tableau, Financial Planning
Education
Robert Morris University 1994 — 1999
BSBA, Finance
Robert Morris University
Finance
Citi December 2011 - April 2013
Deutsche Bank Securities July 2010 - December 2011
The Bank of New York Mellon Corporation December 1999 - September 2009
Pershing December 1999 - September 2009
BNYMellon 1999 - 2009
iNautix Technologies December 1999 - June 2007
Pershing/DLJdirect 1999 - 2005
Bear Stearns May 1998 - December 1999
Thomson Financial Services October 1996 - May 1998
AT&T Credit May 1996 - October 1996
Skills
Juniper, F5 BigIP, CCNA, Disaster Recovery, Data Center, Business Continuity, CISSP, Information Security, Security, Network Security, Information Security..., Firewalls, Load Balancing, Unix, Virtualization, VPN, SDLC, Solaris, DNS, Infrastructure, Integration, Servers, Network Architecture, Networking, Network Design, Troubleshooting, System Deployment, Checkpoint, High Availability, Encryption, Cisco Technologies, Juniper Technologies
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor’s Degree, Electrical Engineering Technology
Pace University
UNIX System /C/C++ Programming
SAP 2015 - 2015
United States Air Force July 2009 - February 2013
United States Air Force 2009 - 2013
Marsico Financial Group February 2008 - September 2008
The Bank of New York Mellon Corporation August 2007 - February 2008
Skills
Security Clearance, Military, Command, Military Experience, Military Operations, Earned Value Management, Operational Planning, Process Improvement, Information Assurance, Analysis, Government, Program Management, Intelligence Analysis, Defence, Statistical Data..., Network Security, Microsoft Office, ERP, Reimbursement, Entitlements, Payroll, Accounts Payable, Accounts Receivable, Tax Preparation, Corporate Tax, Fixed Asset Depreciation, Asset Management, Employee Training, Hands-on Training, Technical Training, Debt Settlement, Data Entry, Budget Monitoring, Operating Budgets, Budget Process, Delegation, Applied Mathematics, Business Meetings, Spreadsheets, Account Reconciliation, Data Reconciliation, Quantitative Finance
Education
Community College of the US Air Force 2010 — 2010
Associate's degree, Finance and Financial Management Services
University of Pittsburgh 2002 — 2006
Bachelor's degree, Applied Economics
HSR Corp.com June 2014 - Present
SS&C Technologies January 2012 - May 2014
The Bank of New York Mellon Corporation October 2008 - December 2011
First Investors Corporation May 2007 - October 2008
First Investors Life Insurance Company May 2005 - May 2007
Skills
Auditing, Account Reconciliation, Accounting, Accounts Payable, Financial Statements
Education
City University of New York-College of Staten Island 2004 — 2007
Bachelors of Science, Accounting
FJ Bruckner & Company March 2012 - February 2013
EDMC - The Art Institute of Pittsburgh - Online Division March 2009 - July 2010
The Bank of New York Mellon Corporation December 2006 - February 2009
Skills
Sales, Public Speaking, Construction, Interviews
Education
Canevin 1998 — 2001
Edinboro University of Pennsylvania
Red Bull April 2015 - Present
PepsiCo January 2014 - March 2015
PepsiCo February 2012 - January 2014
The Bank of New York Mellon Corporation July 2010 - February 2012
W.K. Merriman May 2009 - June 2010
National City Bank May 2008 - May 2009
Skills
Proven Leadership Skills, Building Customer..., Customer Engagement, Sales, Lead Generation, CRM, Sales Presentations, Management, Microsoft Office, Leadership
Education
University of Pittsburgh 2006 — 2010
BA, Economics and Business
North Hills High School
Enterprise Bank and Trust Company March 2013 - Present
TD Bank January 2011 - March 2013
Digital Federal Credit Union August 2010 - January 2011
The Bank of New York Mellon Corporation August 2003 - January 2009
The Bank of New York Mellon Corporation October 2001 - August 2003
Skills
Financial Services, Loans, Banking, Commercial Banking, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Small Business Lending, FX Settlements, Trade Settlements, Account Reconciliation, Customer Service, Transaction Processing, Financial Transactions, Bilingual, Microsoft Excel, Microsoft Word, Global Custody
Education
Bunker Hill Community College
Kamrunnesa Govt Girls High
High School, Social Sciences
Middlesex Community College
The Bank of New York Mellon Corporation 2005 - Present
Gruner +Jahr USA 1999 - 2005
G+J USA Publishing 1999 - 2005
Gruner + Jahr USA Publishing 1999 - 2005
Martha Stewart Living Omnimedia 1996 - 1999
Skills
Strategic Planning, ERP, Gap Analysis, PeopleSoft, Budgets, Integration, Project Management, Financial Services, Business Analysis, Financial Modeling, Business Intelligence, SDLC, Leadership, Risk Management, Vendor Management
Education
Manhattan College 1992 — 1996
BS, CIS/Finance
Christian Brothers Academy 1989 — 1992
HS
RACO International, LP 2013 - Present
Transatlantic Executive Consulting 2009 - Present
Bombardier Inc. 2010 - 2010
The Bank of New York Mellon Corporation 2007 - 2009
PricewaterhouseCoopers LLP 2005 - 2005
Merrill Lynch & Co., Inc. 2002 - 2003
Deutsche Bank AG 2000 - 2001
CEB Inc. 1995 - 1998
German Parliament 1994 - 1995
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
M.B.A.
Carnegie Mellon University - H. John Heinz III College 2003 — 2004
S.M.
University of Michigan 1990 — 1994
A.B.
The Bank of New York Mellon Corporation September 1994 - Present
Education
Carnegie Mellon University 1997 — 2003
MPM, Information Technology
Carnegie Mellon University 1990 — 1994
BS, Industrial Management
Sharon High School 1987 — 1990
UPMC September 2012 - Present
The Bank of New York Mellon Corporation 2007 - September 2012
Mellon Financial 2004 - 2007
FreeMarkets 2004 - 2004
FreeMarkets 2003 - 2004
FreeMarkets 2000 - 2002
FreeMarkets 1999 - 2000
Direct Feedback/Shareholder Services, Inc. 1998 - 1999
Direct Feedback/Shareholder Services, Inc. 1995 - 1998
Direct Feedback/Shareholder Services, Inc. 1993 - 1995
Skills
Procurement, Strategic Sourcing, Cross-functional Team..., Vendor Management, Management, Sourcing, Project Management, Change Management, Process Improvement, Operations Management, Program Management, Internal Communications, Contract Management, Strategy, Contract Negotiation, Supply Chain Management, Supply Management, Outsourcing
Education
Indiana University of Pennsylvania 1986 — 1990
B.S., Marketing
The Bank of New York Mellon Corporation October 2013 - Present
The Bank of New York Mellon January 2010 - October 2013
DPM Mellon August 2005 - January 2010
Mellon Financial November 2000 - August 2005
Chicago Mercantile Exchange 1997 - 1999
Skills
Fund Of Funds, Fund Administration, Hedge Funds, Global Custody, Banking, Fixed Income, Fund Accounting, Alternative Investments
Education
Duquesne University 1993 — 1997
BSBA, Finance, 3.3
Thomas McKean High School 1989 — 1993
Honors
PNC September 2014 - Present
PNC February 2011 - September 2014
BNY Mellon March 2009 - January 2011
BNY Mellon February 2008 - March 2009
D13 Toastmasters 2009 - 2009
The Bank of New York Mellon Corporation December 2005 - February 2008
Mellon Financial October 2004 - December 2005
Mellon Financial January 2002 - October 2004
Mellon Financial July 1998 - January 2002
Skills
Financial Analysis, Cost Accounting, Budgets, Auditing, Forecasting, SOX 404, Sarbanes-Oxley Act, Accounting, PeopleSoft, Internal Controls, Process Improvement, Financial Modeling, Financial Services, Variance Analysis, Financial Reporting
Education
Robert Morris University 1999 — 2001
Masters of Science, Finance
Robert Morris University 1988 — 1992
Bachelor of Science (BS), Accounting
J.P. Morgan February 2011 - May 2015
J.P. Morgan September 2009 - February 2011
Vice President 2009 - December 2009
The Bank of New York Mellon Corporation 1997 - 2008
The Mitsubishi Trust & Banking Corporation 1992 - 1996
Canadian Imperial Bank of Commerce 1989 - 1992
The Manufacturers Hanover Trust Company 1986 - 1989
Education
American University
BA, International Studies
Chaminade College Preparatory
NASD / FINRA: Series 7 and Series 63
The Chinese University of Hong Kong
SUNY New Paltz February 2009 - Present
Clarkstown Central School district November 2007 - November 2008
The Bank of New York Mellon Corporation November 2005 - November 2007
Skills
Contract Management, Procurement, Process Improvement, RFP
Education
State University of New York Empire State College 2010 — 2019
Master of Business Administration (MBA), Business Administration and Management, General, 3.9
Pennsylvania State University- university park 2003 — 2005
graduate certificate, Logistics, Materials, and Supply Chain Management, 3.6
Concordia college Bronxville, NY 1997 — 1998
BS, Business Administration
The Bank of New York Mellon Corporation Project ManagerJP Morgan Asset ManagementJanuary 1998 - July 2001
Bankers Trust Company August 1986 - June 1994
Education
Saint Peter's University 1982 — 1986
BS, Marketing and Econimics
The Bank of New York Mellon Corporation January 2011 - Present
The Dreyfus Corporation January 2008 - December 2010
The Dreyfus Corporation January 2005 - December 2007
The Dreyfus Corporation July 1999 - December 2004
Value Line June 1995 - June 1999
Skills
Financial Modeling, Risk Management, Accounting, Fixed Income
Education
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science (BS), Finance & Accounting
PNC May 2014 - Present
BNY Mellon March 2008 - May 2014
The Bank of New York Mellon Corporation 2008 - May 2014
BNY Mellon October 2001 - March 2008
Mellon Financial August 1998 - October 2001
Skills
SDLC, SQL, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, JCL, Unix, Software Development, Systems Analysis, Oracle, Java, Unix Shell Scripting, JavaScript
Education
University of Pittsburgh 2006 — 2009
M.S., Information Science
University of Pittsburgh 2003 — 2006
B.S., Computer Science
The Bank of New York Mellon Corporation February 2006 - Present
Societe Generale July 2005 - February 2006
Osherow, Shiner & Associates, P.A. January 2004 - June 2005
Education
Nova Southeastern University Shepard Broad College of Law 2002 — 2005
Syracuse University 1997 — 2001
B.A., psychology
The Bank of New York Mellon Corporation February 2006 - Present
Societe Generale July 2005 - February 2006
Osherow, Shiner & Associates, P.A. January 2004 - June 2005
Education
Nova Southeastern University Shepard Broad College of Law 2002 — 2005
Syracuse University 1997 — 2001
B.A., Psychology
SRCH 1992 — 1996
JPMorgan Chase Bank November 2007 - Present
The Bank of New York Mellon Corporation August 2004 - November 2007
Citibank, N.A December 2000 - August 2004
Dreyfus Service Corporation July 1996 - December 2000
Skills
Operations Management, Risk Management, Project Management, 401k, Client Servicing, Relationship Management, Banking, Retirement, Client Liaison, Customer Focus, Client First, Cash Management, Foreign Exchange, Local Markets, Financial Services, CRM, Securities
Education
Hofstra University 1997 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
State University of New York College at Old Westbury 1994 — 1995
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Charles Schwab August 2009 - Present
The Bank of New York Mellon Corporation November 1999 - October 2008
Dreyfus November 1999 - October 2008
A.T. Brod & Co. May 1992 - August 1994
GKN Securites April 1991 - March 1992
Kensington Wells 1991 - 1991
Stratton Oakmont 1989 - 1991
Uni Mail List Corp 1986 - 1989
Wish is Granted July 1984 - May 1986
Huntington Country Club April 1980 - October 1984
Education
College for Financial Planning 2003 — 2003
CMFC®, CHARTERED MUTUAL FUND COUNSELOR
Hofstra University
International Business & Entrepreneurship
Nassau Community College
A.S., Liberal Arts
New England College
Marketing
Capital One September 2012 - Present
BNY Mellon April 2010 - September 2012
The Bank of New York Mellon Corporation September 2007 - June 2010
The Bank of New York Mellon Corporation October 2003 - September 2007
The Bank of New York Mellon Corporation September 2002 - October 2003
Skills
Auditing, Compliance, Audit, Internal Audit, Banking, Risk, Risk Management, Securities, SOX, Internal Controls, Derivatives, Fixed Income, Microsoft Office, Capital Markets, AML, Financial Services, Operational Risk, Operational Risk..., KYC, Bank Secrecy Act, Sarbanes-Oxley Act, Financial Risk, Management, Finance, Leadership, Anti Money Laundering
Education
Fordham University - Graduate School of Business Administration 2005 — 2008
Master of Business Administration (M.B.A.), Finance
Fairfield University 1998 — 2002
B.S. Finance, B.A. Economics, Finance & Economics
The Bank of New York Mellon Corporation Advisor Service Officermellon financial corporation1998 - 2008
bank of new york mellon 1998 - 2008
Education
Duquesne University 1993 — 1998
Resources Global Professionals September 2011 - Present
Bond Logistix July 2006 - April 2011
The Bank of New York Mellon Corporation October 2000 - July 2006
Deutsche Bank September 1997 - October 2000
FDIC July 1991 - September 1997
Skills
Financial Reporting, Financial Modeling, Project Management, Web Project Management, SDLC, Corporate Trust, Arbitrage rebate, Strategic Planning, Business Analysis, Financial Analysis, Rebates, Banking, Risk Management, Derivatives, Financial Services, Portfolio Management, Process Improvement, Investments, Equities, Capital Markets, Management, Leadership, Business Development, Business Process..., Finance, Fixed Income, Securities, Due Diligence, Corporate Finance, Analysis, Bonds, Securitization, Financial Markets, Management Consulting, Structured Finance, Investment Banking, Valuation, Hedge Funds, Mergers & Acquisitions, Restructuring, Acquisition Integration, Private Equity, Asset Management
Education
City University of New York-Baruch College 1992 — 1996
MBA, Finance, Summa Cum Laude
City University of New York-Baruch College 1987 — 1991
BBA, Economics, 3.7
Bronx Science 1983 — 1987
American Stock Transfer & Trust Company, LLC July 2013 - April 2014
The Bank of New York Mellon Corporation 2007 - 2011
Mellon Financial Corporation 1992 - 2007
Mellon Financial Corporation 1986 - 1992
Skills
Transfer Agency..., OFAC, KYC, Risk Management, Auditing, Due Diligence, Process Improvement, Compliance
Education
Hunter College of the CUNY
Long Island University, Brooklyn Campus
GVA Williams March 2005 - August 2007
CB Richard Ellis June 2004 - March 2005
The Bank of New York Mellon Corporation 2002 - 2004
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2000 — 2001
MS, Real Estate Development
Columbia University in the City of New York 2000 — 2001
Master of Science, Real Estate Development
Louisiana State University 1995 — 1999
BS, Finance, Real Estate
The Bank of New York Mellon Corporation 1995 - Present
New York University 1993 - 2003
Emmet, Marvin & Martin, LLP 1989 - 1995
Education
Georgetown University Law Center 1984 — 1985
Master of Laws in Taxation
Georgetown University Law Center 1981 — 1984
JD
Binghamton University 1977 — 1981
BA
Allegheny County District Attorney's Office May 2015 - August 2015
The Bank of New York Mellon Corporation August 2011 - August 2014
The Bank of New York Mellon Corporation August 2010 - July 2011
The Bank of New York Mellon Corporation February 2009 - July 2010
Skills
Legal Research, Legal Writing, Finance, Fixed Income, Capital Markets, Investments, Property Law, Civil Procedure, Relationship Management, Microsoft Excel, Financial Services, Cash Management, Derivatives, Credit Risk, Securities, Financial Risk, Operational Risk, Bloomberg, Settlement, Mutual Funds, Middle Office, Back Office, Corporate Actions, Bonds, Financial Analysis, Risk Management, Bloomberg Terminal, Foreign Exchange, SWIFT payments, Equity Research
Education
University of Dayton School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Dayton 2004 — 2008
Bachelor of Science (B.S.) in Business Administration, Accounting
Zurich Insurance Group January 2009 - Present
Goldman, Sachs & Co. April 2007 - November 2008
The Bank of New York Mellon Corporation April 2005 - April 2007
UBS Financial Services, Inc. December 2002 - March 2005
New York Stock Exchange, Inc. - Division of Enforcement January 1997 - December 2002
Skills
FCPA, Internal Investigations, AML
Education
New York University School of Law 1988 — 1991
JD, Law
University of Pennsylvania 1984 — 1988
B.A., History
Great Hearts Academies June 2015 - Present
Saint Edward's University February 2009 - May 2015
The Bank of New York Mellon Corporation 2006 - 2009
Loyola University New Orleans May 2000 - August 2006
Louisiana State University Health Care Services April 1998 - April 2000
First Commerce Corporation January 1986 - January 1998
Skills
Internal Controls, Auditing, Internal Audit, Policy, Risk Management, Budgets, ERP Implementations, Project Management, Collaborative Problem..., Cross-functional Team..., Process Improvement, Strategic Planning, Process Management, Higher Education..., Compliance, Audit, Financial Accounting, Accounting, Budgeting, Mergers, Financial Planning, Financial Analysis, Student Financial Aid, Human Resources, Team Building, Higher Education, Business Process..., Financial Reporting, Accounts Receivable, Process Control, Nonprofits, Leadership, Finance, Management, Program Management, Training, Analysis, Dependable Team Player, Public Speaking, Research, Team Leadership, Microsoft Office, Leadership Development, Forecasting, Microsoft Excel, Banking, PowerPoint, Strategy
Education
University of New Orleans 1992 — 1997
MBA, Finance
Loyola University New Orleans 1981 — 1985
BBA, Accounting
Bank of New York Mellon December 2006 - February 2009
The Bank of New York Mellon Corporation December 2006 - February 2009
First Investor's Corporation April 2006 - October 2006
JPMorgan Chase August 1999 - June 2005
JP Morgan Chase Corporation August 1999 - June 2005
JPMorgan Chase February 1992 - August 1999
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Management
Dowling College
Masters, Business Administration in Banking and Finance
State University of New York
Bachelor of Science, Business Management
S&T Bank July 2014 - Present
The Bank of New York Mellon July 2009 - June 2014
The Bank of New York Mellon Corporation July 2009 - June 2014
BNY Mellon July 2009 - June 2014
The Bank of New York Mellon Corporation September 2005 - June 2009
The Bank of New York Mellon Corporation September 2001 - August 2005
The Bank of New York Mellon Corporation May 2000 - August 2001
El-Bee Shoes January 1990 - January 1998
Skills
Financial Reporting, Sarbanes-Oxley Act, Finance, Accounting, Account Reconciliation, Variance Analysis, GAAP, SEC filings, US GAAP, Financial Statements, Analysis, Treasury, Software Documentation, Journal Entries, Management Accounting, Strategic Financial..., Financial Planning, SEC Filings
Education
Point Park University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 2000 — 2005
Finance, Finance / Accounting
Community College of Allegheny County
A.S, Accounting
USI Consulting Group February 2012 - Present
USI Consulting Group February 2011 - Present
The Bank of New York Mellon Corporation January 2011 - February 2011
Skills
Mutual Funds, Asset Allocation, Investments
Education
Middlebury College 2006 — 2010
Bachelors of the Arts, International Politics & Economics
Choate Rosemary Hall 2001 — 2005
IE Business School
Master of Business Administration (M.B.A.), Global Business Studies
Dreyfus Corporation January 2011 - January 2012
THE BANK OF NEW YORK MELLON CORPORATION January 1993 - January 2012
Cash Investment Strategies January 2010 - January 2011
Standish Mellon Asset Management January 2003 - January 2010
Mellon Bond Associates January 1995 - January 2003
BNY Mellon Securities Lending January 1993 - January 1995
PNC BANK, NA January 1987 - January 1993
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service
Education
Allegheny College
Allegheny College
Bachelor of Science, Mathematics
The Bank of New York Mellon Corporation January 2013 - Present
BNY Mellon Cash Investment Strategies July 2009 - September 2012
Mellon Bond Associates/Standish Mellon/Cash Investment Strategies January 1993 - January 2009
Mellon Bank January 1991 - January 1993
Mellon Bank, N.A January 1984 - January 1991
Skills
Portfolio Management, Investments, Trading, Investment Management, Strategy, Securities Lending, Money Market, CRM, Structured Finance, Fixed Income, Management, Analytics, Hedge Funds, Leadership, Mutual Funds
Education
Carnegie Mellon University 1980 — 1984
Bachelor of Science (BS), Business/Managerial Economics
Carnegie Mellon University 1980 — 1984
Bachelor of Science, Managerial Economics
The Bank of New York Mellon Corporation July 2005 - Present
Education
Point Park University
Bachelor of Arts (B.A.), Legal Studies, General