The Dreyfus Corporation
Industry: Company
DescriptionDreyfus, established in 1951 and headquartered in New York City, is an American investment manager of investment products and strategies. The company merged with Mellon Financial in 1994, and then became a subsidiary of Bank of New York Mellon when Mellon Financial and The Bank of New York merged in 2007. Parent organization: The Bank of New York Mellon Headquarters: New York City, NY Founded: 1951 Subsidiaries: MBSC SECURITIES CORPORATION,
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The Dreyfus Corporation Employees
The Bank of New York Mellon December 2014 - Present
The Bank of New York Mellon August 1998 - Present
Alliance Capital Management April 1997 - August 1998
The Dreyfus Corporation 1989 - 1997
Skills
Systems Analysis and..., Project Management, IT Risk Management, Systems Re-engineering, Secure Software..., Data Privacy, Business Requirements..., Requirements Analysis, Systems Analysis, Re-engineering, Security, SDLC, Disaster Recovery, Information Security, ITIL, Information Technology, SOA, Software Development, Application Architecture, Software Project..., Data Center, Financial Services, IT Management, IT Strategy, Integration, Business Analysis, Enterprise Architecture, Vendor Management, Strategic Planning
Education
Project Management Institute 2010 — 2010
PMP Certification, Project Management Professional
Pace University 2005 — 2009
Master's Degree, Computer Science. Major: Internet Security and Information Assurance, 4.0 GPA
Pace University 2005 — 2007
Advanced Certificate, Security and Information Assurance
Tradition Capital Management September 2011 - Present
TCP Global Investment Management March 2010 - July 2011
Oppenheimer Capital March 2007 - March 2010
First Investors Management April 2006 - March 2007
The Dreyfus Corporation February 2001 - February 2005
Guardian Life August 1997 - February 2001
Guardian Life October 1994 - August 1997
Guardian Life 1992 - 1994
Prudential 1986 - 1991
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Bonds, Trading, Asset Management, Trading Systems, Business Valuation, Credit, Quantitative Analytics, Credit Analysis, Alternative Investments, Business Strategy, Bloomberg, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA with Distinction, Finance
College of the Holy Cross 1982 — 1986
BA, Mathematics
InteractiveQA January 2007 - Present
FUNimation Entertainment January 2010 - May 2011
Publicis-Dialog December 2005 - December 2006
Self employed September 2000 - December 2005
Zentropy Partners December 1999 - September 2000
ABC Radio Network January 1999 - August 1999
The Dreyfus Corporation January 1998 - January 1999
Scholastic Inc. February 1997 - December 1997
Skills
Web Development, E-commerce, Social Networking, Drupal, Mobile Applications, Start-ups, Social Media, User Experience, Strategy, SEO, CMS, WordPress, Social Media Marketing, Blogging, PHP, Integrated Marketing, Information Architecture, Digital Strategy, Digital Marketing, Web Project Management, Web Analytics, Google Analytics, Online Marketing, Usability, Web 2.0, Facebook, SQL, Project Management, Content Strategy, Mobile Devices, SEM, Online Advertising, CSS, Website Development, Mobile Marketing, Multimedia, Digital Media, Web Content Management, Functional Requirements, Content Management, Web Design, Email Marketing, Web Applications, User Interface Design, Web Marketing, Mobile, Google Adwords, Interactive Marketing, Apple Pie
Education
Boston University 1990 — 1994
BA, History
Long Island Lutheran High School 1984 — 1990
High School, 2nd in my class. Spent a year abroad in France. Active in drama.
Newsday Media Group August 2014 - Present
Consolidated Edison Company September 2002 - September 2013
New York State Banking Department October 2001 - September 2002
Salomon Brothers April 1996 - January 1998
The Dreyfus Corporation June 1993 - January 1996
Oppenheimer Management Corporation March 1992 - June 1993
Skills
Derivatives, Fixed Income, Options, Trading, Equities, Risk Management, Investment Banking, Portfolio Management, Financial Markets, Market Risk, Hedging, Securities, Financial Risk..., Bloomberg, VBA, SQL, Matlab, Allegro, Capital Markets
Education
New York University 1991 — 1996
MA, Mathematics
Massachusetts Institute of Technology 1982 — 1986
BS (2 of these), Mathematics; Electrical Engineering
Stuyvesant High School 1979 — 1982
Currently with Suzelle Enterprises 2010 - Present
NYC LinkedIn/Facebook Meetup Group 1999 - 2007
The Dreyfus Corporation July 1979 - April 1998
Skills
Securities, Capital Markets, Investment Advisory, Equities, Mutual Funds, Corporate Law, Financial Services, AML, Investments, Leadership, Banking, Event Management
Education
Adelphi University 1978 — 1979
Certification, Paralegal studies
Stony Brook University 1973 — 1977
T.
T.
White Space Marketing Group January 2013 - Present
The Dreyfus Corporation, a subsidiary of BNY Mellon Cash Investment Strategies February 1991 - January 2013
BNY Mellon February 2000 - February 2004
The Dreyfus Corporation February 1991 - February 2000
Skills
Portfolio Management, Fixed Income, Bloomberg, Asset Managment, Fixed Income Analysis, Trading, Hedge Funds, Securities, Asset Allocation, Mutual Funds, Bonds, Alternative Investments, Capital Markets, Investments, Derivatives, Series 7, Financial Markets, Financial Modeling, Equities, Investment Strategies, Asset Management, Structured Finance, FX Options, Credit Analysis, Investor Relations, Corporate Finance, Equity Research, Wealth Management, Treasury Management, Financial Services, Valuation, Bloomberg Terminal, Cash Management, Banking, Credit Risk, Series 63, Money Market, Investment Banking, Relationship Management, ABS, Structured Products, Credit, Investment Management, Financial Risk, Quantitative Analytics, ETFs, Risk Management
Education
Rutgers University 1979 — 1983
BA, Economics
Heydorn Stone Capital Management LLC May 2005 - Present
Pace University -- Lubin School of Business June 2006 - May 2013
JP Morgan Chase January 2000 - January 2005
The Dreyfus Corporation June 1998 - January 2000
Metropolitan Life Insurance Company August 1994 - June 1998
Skills
Investment Advisory, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Financial Advisory
Education
University of Colorado Boulder - Leeds School of Business 1990 — 1994
Bachelor of Science, Finance
Broker-dealer March 2014 - Present
Fitch Ratings July 2013 - December 2013
Bank of America Merrill Lynch July 2011 - June 2013
Fitch Ratings April 2011 - July 2011
Depfa Bank July 2010 - April 2011
Radian Asset Assurance 2007 - 2009
FGIC 2004 - 2007
Financial Guaranty Insurance Co. 2004 - 2007
The Dreyfus Corporation July 1991 - October 2004
J.J. Kenny Co. 1988 - 1991
Skills
Hospitals, Bonds, Investments, CCRCs, HMOs, Writing, Credit, Managerial Finance, HMO, Credit Analysis, Analysis, Portfolio Management, Risk Management, Fixed Income, Insurance, Capital Markets, Derivatives, Process Improvement, Bloomberg, Securities, Valuation, Investment Banking, Credit Risk, Mutual Funds, Financial Modeling, Hedge Funds, Alternative Investments, Structured Finance, Equities, Asset Management, Financial Structuring, Emerging Markets, Equity Research, Securitization, Private Equity, Structured Products, Financial Markets, Due Diligence, Series 7, Financial Services, Credit Derivatives, Investment Management, Asset Allocation, Corporate Finance, Investment Strategies, Options, Market Risk, Series 63, Wealth Management, FX Options
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Yale University 1978 — 1985
PhD, Philosophy
Sarah Lawrence College 1971 — 1976
A.B.
Dwight-Englewood School
high school
U.S. Department of State 2011 - Present
ATF 2008 - 2011
Bureau of Alcohol, Tobacco, Firearms, and Explosives 2008 - 2011
U.S. Coast Guard 2006 - 2008
U.S. Secret Service 2003 - 2006
U.S. Department of The Treasury 2000 - 2002
The Dreyfus Corporation 1995 - 2000
Plaza Sweets, Inc. 1992 - 1995
IBM 1988 - 1992
Skills
Leadership, Program Management, Project Management, Project Portfolio..., Information Technology, Information Management, Information Security, IT Management, IT Operations, IT Strategy, Future Trends, Enterprise Architecture, Emerging Technologies, Integration, Business Process..., Customer Satisfaction, Knowledge Management, Cloud Computing, Mobile Technology, Business Intelligence, Contract Management, Records Management, Government, Risk Management, Change Management, Communication, National Security, Federal Law Enforcement, Diplomacy, Teamwork, Governance, Management, Business Analysis, Process Improvement, Webmaster Services, Managerial Finance, PMP, Security, Personnel Management, ITIL, Software Development, IT Service Management, Strategy, Business Process, Enterprise Software, Professional Services, Analysis, Visionary, Information Security..., Networking
Education
National Defense University
3 Certifications, (1) Chief Information Officer (2) Chief Information Security Officer (3) eGovernment Leader
New York University 1996 — 1999
2 Certifications, (1) Information Technology (2) Information Management
Pace University 1990 — 1994
MBA, Master of Business Administration
City University of New York-Baruch College 1984 — 1988
BBA, Bachelor of Business Administration
Carnegie Mellon University
Adjunct Professor, Information Technology
Fair American Insurance and Reinsurance Company (FAIRCO), a subsidiary of TransRe November 2014 - Present
VNSNY CHOICE Health Plans May 2012 - November 2014
Imperium Insurance Company (fka Delos) November 2007 - May 2012
Clarendon Insurance Group 2005 - 2007
Colgate Palmolive May 2000 - June 2005
Deloitte January 1998 - May 2000
Tokyo-Mitsubishi Securities (USA), Inc March 1997 - December 1997
The Dreyfus Corporation January 1996 - February 1997
Skills
Auditing, Financial Analysis, Insurance, Accounting, Sarbanes-Oxley Act, Reinsurance, Risk Management, Account Reconciliation, SAP, Hyperion Enterprise, Analysis, General Ledger, Internal Controls, SICSnt ( Storebrand..., Internal Audit, Proficiency in..., Business objects, Audit, Russian - Fluent, PeopleSoft, Finance, Financial Reporting, Process Improvement
Education
City University of New York-Brooklyn College 1990 — 1995
BS, Accounting
Consultant August 2012 - Present
Axiom 2010 - Present
various August 1991 - Present
Pershing LLC June 2011 - August 2012
Consultant January 2009 - June 2011
Resources Global Professionals 2009 - 2010
FINRA March 2005 - December 2008
Safdie Investment Services Corp 2000 - 2005
Citibank, N.A., Private Banking Group 1995 - 2000
The Dreyfus Corporation 1990 - 1995
Education
New York Law School 1995 — 1999
JD
Baruch College, City University of New York (CUNY) 1986 — 1988
BBA
Impact Investing Consultant October 2014 - Present
Nexalogy Environics November 2009 - August 2014
Metamorphosis Consulting 2001 - 2010
Community Experience Initiative 1999 - 2005
GIR 2002 - 2004
THE DREYFUS CORPORATION January 1995 - August 1998
Skills
Business Strategy, Entrepreneurship, Strategic Planning, Social Media, Start-ups, Data Analysis, Analysis, Business Development, Marketing Strategy, Business Analysis, Management, New Business Development, Training, Sales, Social Media Marketing, Analytics, Strategy, Reputation, Nonprofits, Start-up Consulting, Research, Strategic Partnerships, Marketing Communications, Marketing, Venture Capital, Mergers, Competitive Intelligence, Digital Marketing, Social Media Measurement, Leadership, Consulting, Social Marketing, Investor Relations, Business Modeling, Joint Ventures, Management Consulting, Proposal Writing, Social Finance
Education
McGill University 1998 — 2000
MBA, Business Administration and Management, General
The University of Glasgow 1991 — 1992
M.Phil, Political Theory
Carleton University 1984 — 1990
Honours BA, Political Science
Weichert Realtors August 2004 - Present
The Dreyfus Corporation May 1992 - September 2001
dreyfus 1991 - 2001
Skills
Short Sales, First Time Home Buyers, Foreclosures, Townhomes, Relocation, Sellers, SFR, New Home Sales, Listings, Buyer Representation, Single Family Homes, Rentals, Condos, Referrals, Real Estate, Investment Properties, Buyers, Investors, Move Up Buyers, Vacation Homes, Waterfront, New Homes, ABR, REO, Seniors, Real Property, Luxury, Home Staging, Resellers, Residential Homes, Real Estate Transactions
Education
Monmouth University 1999 — 2001
MBA, Business
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA, ACCOUNTING
Cheyenne International, LLC July 2013 - Present
Tower Legal Solutions March 2012 - June 2013
Bank of America June 2012 - January 2013
The Singletary Law Firm April 2010 - February 2011
Weber Asset Management Corporation June 1993 - July 1996
OppenheimerFunds January 1991 - September 1992
Brown & Wood April 1989 - January 1991
The Dreyfus Corporation December 1987 - April 1989
Bernstein Litowitz Berger & Grossman May 1987 - December 1987
Shea & Gould November 1985 - May 1987
Skills
Legal Compliance, Legal Research, Document Review, Westlaw, Litigation, Corporate Law, Criminal Law, Legal Writing, Litigation Support, Trusts, Legal Assistance, Legal Documents, Wills, Securities Regulation, Immigration Law, Personal Injury, Analysis, Trials, Courts, Civil Litigation, Document Drafting, Lexis, LexisNexis
Education
Adelphi University 1985 — 1985
Certificate, Paralegal Studies, 1985
Long Island University, C.W. Post Campus 1981 — 1985
BA, Political Science
Donald R. Harvey Inc. February 2007 - Present
PLANCO May 2005 - March 2007
Dreyfus January 2002 - May 2005
Dreyfus October 1996 - December 2001
The Dreyfus Corporation August 1992 - September 1996
The Dreyfus Corporation February 1991 - August 1992
The Dreyfus Corporation December 1989 - February 1991
Skills
SEM, Email Marketing, Lead Generation, SEO, Local Search, Marketing, Product Management, Direct Mail, Series 63, Series 7, Digital Marketing, Financial Services, Marketing Strategy, Mutual Funds, Integrated Marketing, Social Media Integration, Investments, Sales, Interactive Marketing, Mobile Marketing, Direct Marketing, Customer Acquisition, Digital Strategy, PPC, Search Advertising
Education
Drew University 1985 — 1989
BA, Economics/Political Science
Bayonne Economic Opportunity Foundation September 2015 - Present
Zesiger Capital Group, LLC July 1997 - June 2015
The Dreyfus Corporation September 1985 - July 1997
Skills
Management, Information Technology, Leadership, Project Management, Microsoft Excel, Microsoft Office, Microsoft Access, Microsoft Word, PowerPoint, Sales, Research, Strategic Planning, Investments, Process Improvement
Education
Centenary College 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Fordham University 1997 — 2002
Bachelor's degree, Computer and Information Sciences and Support Services, 3.7
Tufts Medical Center September 2015 - Present
Boston College Law School August 2013 - Present
Donoghue Barrett & Singal March 2015 - August 2015
athenahealth June 2014 - August 2014
Tennessee Department of Health May 2014 - June 2014
The Dreyfus Corporation August 2010 - July 2013
Cornell University August 2008 - May 2010
Eastern Collegiate Taekwondo Conference August 2006 - May 2010
Vinson & Elkins L.L.P June 2009 - August 2009
Dodson, Parker, Behm & Capparella January 2006 - January 2006
Skills
Editing, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, Facebook, Non-profits, Fundraising, Teaching, Legal Research, Outlook, Legal Writing
Education
Boston College Law School 2013 — 2016
Doctor of Law (JD)
Cornell University 2006 — 2010
BA, English
The Harpeth Hall School 2002 — 2006
high school diploma
Atlanta Center for International Arbitration and Mediation June 2015 - July 2015
Arnall Golden Gregory LLP May 2015 - June 2015
BNY Mellon May 2012 - June 2014
The Dreyfus Corporation June 2011 - July 2011
Brian Kemp for Secretary of State May 2010 - December 2010
Education
University of North Carolina at Chapel Hill 2014 — 2017
Doctor of Law (JD)
University of Georgia - Terry College of Business 2008 — 2012
Cornell University 2011 — 2011
Wesleyan School 1998 — 2008
North Shore University Hospital 2012 - Present
North Shore University Hospital 2003 - 2011
The Dreyfus Corporation June 1987 - May 1998
Skills
Healthcare, Hospitals, Inpatient, Leadership, Medical Terminology, Microsoft Excel, Microsoft Office, Nursing, Patient Safety, Public Speaking
Education
Molloy College 2000 — 2011
BS 2003, MS 2010, Nurse Practitioner, Registered Nursing/Registered Nurse
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
Bachelor of Science (BS), Agricultural Economics
Wexler Burkhart Hirschberg & Unger, LLP May 2008 - Present
Securities Arbitration Clinic May 2006 - September 2006
The Dreyfus Corporation February 2005 - August 2005
UBS Financial Services Inc November 2002 - June 2004
tropicana casino & resort June 2002 - October 2002
Skills
Securities Regulation, FINRA, Series 7, Mutual Funds, Hedge Funds, Litigation, Corporate Law, Arbitration, SEC, Broker-Dealer, Trading, Private Placements, Securities, Courts, Civil Litigation, Securities Litigation, Corporate Governance, Business Litigation, Insurance Law, Product Liability
Education
Maurice A. Deane School of Law at Hofstra University 2005 — 2008
JD, Corporate and Securities Law
Villanova University 1998 — 2002
BSBA, Finance
Carmeuse North America March 2014 - Present
Westinghouse Electric Company May 2007 - March 2014
The Dreyfus Corporation May 2006 - December 2006
Clayton January 2005 - May 2006
Ketchum September 2000 - 2004
Skills
SharePoint, SQL Server, SQL, Windows, .NET, InfoPath, SharePoint Designer, Plumtree, Microsoft SQL Server, ASP, Project Management, Information Technology, Integration, Process Improvement, SDLC, Architecture, Business Analysis, Business Requirements, Software Project..., ASP.NET, Software Development
Education
Norwich University 2002 — 2003
MBA, Business Administration, 3.7
Clarion University of Pennsylvania 1982 — 1986
B.S., Business Administration/Computer Information Science
Plum High School 1978 — 1982
Diploma
The Bank Of New York Mellon May 2005 - Present
The Dreyfus Corporation June 1998 - April 2005
Skills
Equities, Fixed Income, Derivatives, Securities, Mutual Funds, Investments, Trading, Bonds, Banking, Corporate Actions, General Ledger, Funding, Bank Reconciliation, Fund Accounting, Financial Modeling, Solid abilities in the...
Education
Hofstra University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
GFI Group February 2011 - Present
Bank of America Merrill Lynch June 2010 - February 2011
Blackbird Holdings, Inc. 2008 - 2010
GFI Group 2003 - 2008
Tradition 1999 - 2003
Cantor Fitzgerald 1996 - 1999
RMJ Securities 1995 - 1996
NatWest Bank 1993 - 1995
THE DREYFUS CORPORATION 1990 - 1993
Skills
Derivatives, Fixed Income, Equities, Capital Markets, Trading, Financial Markets, Series 7, Hedging, Investments, Bloomberg, Trading Systems, Options, Electronic Trading, Securities, Asset Management, Swaps, Risk Management, Commodity, Portfolio Management, Series 63, Financial Analysis, Social Media, Athletic Administration, Communication, Interest Rate..., Public Relations, Crisis Management, Christian Ethics, Communication Ethics, Ethical Decision Making, People Skills, Relationship Building, Organizational..., Public Speaking, Coaching, Corporate Social...
Education
Purdue University 2014 — 2016
Master of Science (M.S.), Communications
New York Institute of Technology 1986 — 1990
Bachelor of Science (B.S.), Accounting
Holy Cross High school
Global Thematic Partners 2012 - 2013
Various Small Businesses 2010 - 2012
Lynmar Capital Group 2008 - 2010
The Blackstone Group 2005 - 2008
The Dreyfus Corporation 2004 - 2005
CIBC World Markets 1999 - 2003
Skills
Management, Hedge Funds, High-Profile Management..., Bloomberg, Analysis, Equities, Financial Modeling, Valuation, Equity Research, Capital IQ, Investments, Capital Markets, Alternative Investments, FactSet, Fixed Income, eVestment, SDC Platinum, Financial Services, Finance, Mergers & Acquisitions, Portfolio Management
Education
Fisk University
BS, Financial Economics
Fordham University
MBA, Finance
Morrison & Foerster LLP January 2014 - Present
Latham & Watkins LLP 2006 - January 2014
MacMillan Communications 2005 - 2006
Fitch Ratings 2001 - 2004
The Dreyfus Corporation 1998 - 2001
Skills
Media Relations, Crisis Communications, Public Relations, Corporate Communications, Strategic Communications, Internal Communications, Press Releases, Message Development, Marketing, Reputation Management, Marketing Communications, Journalism, Social Media, Editing, Social Media Marketing, Marketing Strategy
Education
State University of New York College at Potsdam 1994 — 1998
Ilex Management Ltd September 2013 - Present
Old Westbury Funds, Inc October 2011 - Present
DBX ETF Trust January 2011 - Present
GLG Investment Series Trust July 2010 - July 2013
MAN L/S Fund July 2011 - February 2013
BNY Mellon June 2009 - December 2010
The Dreyfus Family of Funds January 2007 - December 2009
The Dreyfus Corporation April 1998 - June 2009
BNY Mellon 2007 - 2009
Mellon Financial Corp 1994 - 2007
Skills
Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Investment Advisory, Corporate Governance, Portfolio Management, Compliance, Investments, Wealth Management, Acquisition Integration, Executive Management, Risk Management, Asset Managment, Investment Strategies, Finance, Equities, Capital Markets, Mutual Funds, Financial Services, Fixed Income, Investment Management, Mergers & Acquisitions, Private Equity, Derivatives, Valuation, Asset Allocation, Financial Modeling, Fund Accounting, ETFs, Series 7, Trading
Education
Cornell Law School 1972 — 1975
Juris Doctor
Cornell University - Johnson Graduate School of Management 1971 — 1974
MBA, Finance
Claremont McKenna College 1966 — 1970
BA, Economics
Van Eck Global November 2010 - Present
Van Eck Global 2010 - 2011
AQR Capital Management April 2007 - November 2008
USA (Formerly Weiss January 1998 - April 2007
Chase Manhattan Bank September 1994 - January 1998
Nationar Bank November 1993 - September 1994
AIG January 1990 - November 1993
Value Line Securities, Inc June 1988 - January 1990
The Dreyfus Corporation January 1987 - June 1988
Skills
Equities, Hedge Funds, Securities, Mutual Funds, Investments, Bonds, Options, Corporate Actions, Asset Allocation, Alternative Investments, Derivatives
Education
Queens College 1983 — 1987
B.A, Accounting
Queens College 1983 — 1986
Bachelor's degree, Accounting
Transurban April 2015 - Present
Deloitte Transactions and Business Analytics July 2008 - April 2015
Caveat Emptor Capital Management 2007 - 2008
White & Case 2004 - 2006
The Dreyfus Corporation 2000 - 2003
Education
Fordham Gabelli School of Business 2006 — 2008
Emory University 1996 — 2000
B.A., Economics
Celgene November 2011 - Present
Integrated Direct June 2011 - November 2011
Hanover Direct, Inc. July 2007 - June 2011
Hanover Direct March 2006 - June 2007
RAI Credit, LLC December 2003 - March 2006
New York Blood Center February 2003 - December 2003
The Dreyfus Corporation October 1999 - February 2003
Education
Montclair State University 2002 — 2005
BA, English
Fairleigh Dickinson University
HR Management
Dreyfus/Mellon Asset Management May 1992 - Present
The Dreyfus Corporation 1992 - Present
Dreyfus Investments Div of Mellon Bank 1992 - Present
Skills
Alternative Investments, Asset Allocation, Securities, Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Hedge Funds, Investments, Investment Advisory, Equities, FINRA, Series 24, ETFs, Investment Management, Series 65, Bonds
Education
Fordham University 1988 — 1992
BMO Capital Markets June 2014 - Present
Nomura Securities November 2011 - April 2014
Nomura Securities September 2009 - March 2012
CIBC World Markets September 1999 - April 2009
The Dreyfus Corporation 1997 - 1999
Moore Capital Management 1997 - 1997
Paine Webber 1994 - 1997
Skills
Equities, Options, Trading, Fixed Income, SDLC, Trading Systems, Back Office, IT Management, IT Strategy, SQL, Strategic Planning, Process Improvement, ITIL, Team Building, Java, Risk Management, Market Data, Capital Markets, Sybase, Hedge Funds, Enterprise Architecture, Data Warehousing, Vendor Management
Education
The College of New Jersey (once known as Trenton State College)
Bachelor of Science (B.S.), Computer Science & Mathematics
Columbia University in the City of New York 1997 — 1997
School of continuing education, Advanced Java programming for C++ programmers, A
New York University
Advanced C++ programming, Computer Science, A
Allianz Global Assistance USA March 2007 - Present
University of North Carolina at Chapel Hill 2012 - 2013
Brandermill Woods Retirement Community April 2005 - March 2006
R.C. Evans Management Group May 2003 - January 2005
John Tyler Community College January 2004 - May 2004
The Dreyfus Corporation May 2000 - April 2002
Philip Morris Management Corp. 1996 - May 2000
Winthrop, Stimson, Putnam, and Roberts February 1995 - September 1996
Skills
Employee Relations, Change Management, Performance Management, Talent Management, Leadership Development, Payroll, Process Improvement, Employee Engagement, Training, Organizational..., Recruiting, Coaching, Talent Acquisition, Microsoft Office, Human Resources, Deferred Compensation, Succession Planning, Management, Executive Coaching, Compensation & Benefit, Global Immigration, Project Management, Department Budgeting, Financial Forecasting, Diversity & Inclusion, Employee Wellness..., Risk Management, Cross Functional Team..., Multi-cultural team..., Mentoring, College Recruiting
Education
New York University 2003 — 2004
Professional Courses, Human Resources Management
Saint John's University 1991 — 1993
Master of Arts, Sociology with Healthcare Concentration
Saint John's University 1986 — 1991
Bachelor of Arts, Sociology / Business
The Dreyfus Corporation June 2009 - November 2014
Dreyfus April 2004 - November 2009
Dreyfus September 1996 - April 2004
Skills
HTML, XML, JavaScript, Social Media, Web Design, Management, Project Management, Databases, Software Documentation, Web Development, Website Analytics, Data Analysis, Public Speaking, Business Analysis, Technical Writing, Illustrator, Project Planning, Leadership, Research, Wordpress, CSS, Content Management, Microsoft Office, QuarkXPress, Publishing, Microsoft Excel, Dreamweaver, Editing, Event Planning, Testing, Nonprofits, Blogging, HTML5, User Experience, Quality Assurance, CSM, Scrum, Agile Methodologies, WordPress
Education
Certified Scrum Master Training Course 2015 — 2015
Certified Scrum Master, Scrum Master certification
Rutgers University-New Brunswick 1987 — 1990
BA, History
Code Buddies
Web Development
Rutgers University-New Brunswick
Bachelor's degree, History
TOP Study Group
The Odin Project
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
The Dreyfus Corporation June 2015 - Present
Deutsche Bank June 2005 - June 2015
Morgan Stanley Investment Management July 2002 - May 2005
Dechert LLP January 2000 - June 2002
United States Securities and Exchange Commission August 1998 - January 2000
Skills
Securities Regulation, Securities, Hedge Funds, Corporate Governance, Due Diligence, Corporate Law, FINRA, Alternative Investments, Mutual Funds, Asset Managment, Structured Products, Investment Management, Private Placements, Structured Finance
Education
New York University School of Law 1997 — 1998
LL.M., Law
Drake University Law School 1994 — 1997
JD, Law
The Evergreen State College 1991 — 1994
Bachelor of Arts (B.A.), None
Mead High School
Mead High School
The Dreyfus Corporation August 1999 - Present
The Dreyfus Corporation August 1999 - September 2001
Education
Adelphi University 1994 — 1998
Peter J. Solomon Company May 1996 - Present
The Dreyfus Corporation January 1990 - May 1996
Office of Mayor Edward I. Koch January 1978 - January 1990
Skills
Mergers & Acquisitions, Private Equity, Executive Coaching, Investment Banking, Corporate Development, Valuation, Venture Capital, Capital Markets, Management Consulting, Strategic Planning, Business Development, LBO, M&A experience, Private Placements, Securities Regulation, Business Valuation, Leveraged Finance, Hedge Funds, Divestitures, Recapitalizations, Equities, Corporate Finance, Growth Capital, Buyouts, Corporate Communications, Management
Education
Manhattanville College 1960 — 1964
Bachelor of Arts (B.A.), Government
Manhattanville College
The Clearing House November 2010 - Present
BNY Mellon Shareowner Services July 2005 - December 2010
The Dreyfus Corporation 1994 - 2005
Ernst & Young 1989 - 1990
Skills
Securities, Financial Analysis, Risk Management, Mergers & Acquisitions, Cash Management, Financial Reporting, Capital Markets, Financial Services
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA, Finance, International Business
Boston College
BS, Accounting
Calvert Investments January 2011 - Present
Calvert Investments January 2011 - March 2014
Brookside Consultants October 1998 - January 2011
Diversified Investment Advisors November 1994 - October 1998
The Dreyfus Corporation August 1989 - June 1993
Merrill Lynch April 1985 - August 1989
Skills
Strategy, Marketing Communications, Marketing Strategy, Marketing, Public Relations, Financial Services, Email Marketing, Business Planning, Investments, Advertising, Integrated Marketing, Mutual Funds, Product Development, Online Marketing, Direct Marketing, Creative Direction, Asset Managment, Internal Communications, Strategic Communications, Social Media Marketing, Management, Finance, Wealth Management, Strategic Planning, Retirement Planning, Equities, Alternative Investments, Sales
Education
Michigan State University 1977 — 1981
B.A., Economics
Wall High School
Educational Testing Service (ETS) January 2014 - Present
Educational Testing Service (ETS) June 2012 - January 2014
Bristol-Myers Squibb February 2006 - March 2010
Bristol-Myers Squibb December 2002 - May 2006
GE Capital March 2000 - December 2002
GE Lighting June 1994 - March 2000
Northern Telecom (now Nortel) May 1993 - August 1993
The Valley Hospital March 1990 - July 1992
The Dreyfus Corporation December 1989 - March 1990
Colby College August 1988 - August 1989
Skills
Talent Management, Change Management, HR Strategy, Employee Relations, Organizational Design, Acquisition Integration, Global HR, Talent Acquisition, Talent Development, Performance Management, Organizational Change, Organizational..., Succession Planning, Employee Engagement, Six Sigma, Human Capital Management, Process Improvement, Labor Relations, Workforce Planning, Human Resources, HRIS
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Human Resources Management
Princeton University 1983 — 1987
A.B., Psychology
John F Kennedy High School
John F Kennedy High School
John F Kennedy High School
Bank of New York Mellon January 2011 - Present
Bank of New York Mellon May 2009 - December 2010
Bank of New York Mellon January 2002 - May 2009
The Dreyfus Corporation September 1983 - January 2000
Skills
Project Management..., Investments, Call Centers, Financial Analysis, Networking, Vendor Management, Telecommunications, Business Analysis, Financial Services, Mutual Funds, SDLC, Process Improvement, Asset Managment, Portfolio Management, Risk Management, Disaster Recovery, IT Strategy, Project Management, Management, Enterprise Software, IT Management, PMP, Finance, IT Service Management, Product Management, ITIL, PMO, Outsourcing
Education
New York Institute of Technology 1980 — 1984
Bachelor of Science, Finance
Wells Fargo Asset Management December 2012 - Present
Nationwide Financial October 2011 - December 2012
Morgan Stanley Smith Barney November 2004 - September 2011
Starboard Capital September 2002 - November 2004
Standish Mellon July 2000 - January 2002
The Dreyfus Corporation September 1996 - July 2000
Skills
Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Investments, Chartered Financial..., Series 65, Separately Managed..., Institutional..., Securities, Fixed Income
Education
Villanova University 2000 — 2003
MBA, Finance
Fairfield University 1992 — 1996
BS, Accounting
Mt. St. Joseph's Academy 1988 — 1992
High School
THE DREYFUS CORPORATION February 2007 - July 2012
MORGAN STANLEY April 2006 - January 2007
SOTHEBY'S INTERNATIONAL REALTY July 2005 - April 2006
LUCKY CHICK April 2004 - June 2005
Skills
Mutual Funds, Marketing, Equities, Strategy, Investments, Product Management, Portfolio Management, Financial Services
Education
Mercy College
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION - MARKETING
Sterling National Bank October 2008 - Present
E.M.I. Sterilizer Repair, Inc. July 2007 - October 2008
The Dreyfus Corporation September 1997 - June 2007
The Dreyfus Corporation June 1993 - September 1997
The Dreyfus Corporation July 1986 - June 1993
The Dreyfus Corporation September 1984 - July 1986
Skills
Account Reconciliation, Finance, Sarbanes-Oxley Act, Internal Controls, General Ledger, Accounting, Accounts Payable, Accruals, Analysis, Cash Management, Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis
Education
City University of New York-College of Staten Island 1981 — 1985
BS, Accounting
Baruch College
Master's, Business Administration
Allianz Global Investors U.S. LLC April 2011 - Present
Clifford Chance US LLP July 2007 - May 2010
Summit at Cedar Grove Homeowners Association 2008 - 2010
Simpson Thacher & Bartlett LLP April 1997 - June 2007
Furman Selz LLC November 1994 - April 1997
The Dreyfus Corporation December 1991 - November 1994
The Dreyfus Corporation March 1986 - November 1991
The Dreyfus Corporation August 1982 - March 1986
Education
University at Albany, SUNY 1978 — 1982
BA, Psychology major with a combined field consisting of courses in Business and Social Sciences
JP Morgan Chase & Co April 2010 - Present
JP Morgan Chase & Co May 2006 - April 2010
Citigroup Private Bank September 2004 - May 2006
JP Morgan Chase & Co October 2002 - September 2004
JP Morgan August 1999 - October 2002
THE DREYFUS CORPORATION August 1998 - August 1999
Skills
P&L responsibility, Financial Planning, MIS, Mutual Funds, Derivatives, Equities, Reconciliation, Forecasting, Banking, Asset Management, Financial Analysis, Finance, Financial Modeling, Financial Services, Analysis
Education
Hofstra University
Bachelor of Business Administration, Accounting
Neuberger Berman March 2015 - Present
AXA Equitable August 2001 - March 2015
The Dreyfus Corporation October 1995 - July 2001
Kramer Levin Naftalis & Frankel LLP September 1994 - September 1995
Reid & Priest March 1994 - September 1994
Skills
Notary Public, Legal Assistance, Corporate Governance, Mutual Funds, Budgets, Strategic Planning, Leadership, Intellectual Property, Employment Law, Trusts, Estate Law, Business Strategy, Administrative..., Insurance Law, Arbitration, Wordperfect, FINRA, Outlook, Trademarks
Education
Adelphi University 1993 — 1994
Lawyer's Assistant Program, Generalist Certificate
University at Albany, SUNY 1989 — 1993
BA, History (Concentration in American History)
Rivel Research Group September 2015 - Present
Bristol Investment Partners, LLC 2014 - 2015
Federal Reserve Bank of New York 2011 - 2013
The Dreyfus Corporation 1997 - 2002
Merrill Lynch 1994 - 1997
McDonald Securities 1992 - 1994
Lieber & Company - The Evergreen Funds 1986 - 1992
Skills
Thrifts, Asset Managment, Equity Research, Credit, Banking, Financial Services, Finance, Series 7, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Equities, Portfolio Management, Securities, Financial Modeling, Investments, Financial Analysis, Fixed Income, Bloomberg, Credit Analysis, Bloomberg Terminal, Asset Management, Capital Markets, Derivatives, Bonds, Investment Banking, Mutual Funds, Valuation
Education
University of New Haven 1982 — 1986
MBA, Finance
Fairfield University 1977 — 1981
B.S., Finance
BlackRock 2004 - 2011
Prudential International Investments 1998 - 2002
The Dreyfus Corporation 1996 - 1998
Alpha Investment Management 1993 - 1995
Lipper Analytical Securities Corporation 1987 - 1993
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Equities, Series 7, Fixed Income, Hedge Funds, Portfolio Management, Capital Markets, Investment Strategies, Derivatives, Asset Allocation, Series 63, Investment Management, Fund Of Funds, Securities
Education
Brooklyn Tech
New York University
Bachelor of Arts (B.A.), Economics
ESTEE LAUDER May 2015 - July 2015
KRAVET, INC September 2003 - February 2015
CABLEVISION SYSTEMS CORPORATION December 1998 - March 2003
THE DREYFUS CORPORATION March 1993 - December 1998
PRENTICE HALL PROFESSIONAL SOFTWARE June 1987 - March 1993
DIAMOND, CHARLES & CO January 1984 - June 1987
CCH COMPUTAX INC./ADP TAX SERVICES INC January 1980 - January 1984
Education
St. John's University 1987 — 1992
MBA, Finance
State University of NY 1976 — 1980
Bachelor of Science, Accounting
Twin Star International February 2014 - September 2014
Pugliese Financial Corp. December 2012 - February 2013
Office Depot September 2007 - March 2012
NuTone April 2001 - September 2007
Star-Kist Foods Inc., Subsidiary of H.J. Heinz Company 1996 - 2000
The Dreyfus Corporation 1994 - 1995
MetLife 1988 - 1994
Skills
Project Management, Operations Management, Process Improvement, Corporate Budgeting, Financial Forecasting, Financial Analysis, External Reporting, Efficiency Improvements, Vendor Analysis, Cognos Training and..., Inventory Management, Budgets, Supply Chain, Analysis, Management, Performance Improvement, Purchasing, Cross-functional Team..., Inventory Control
Education
Brooklyn College 1981 — 1985
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
TD April 2013 - Present
Deutsche Bank February 2011 - April 2013
Deutsche Bank February 2002 - January 2011
Deutsche Bank October 1999 - February 2002
U.S. Securities and Exchange Commission 1996 - 1999
The Dreyfus Corporation 1995 - 1996
Skills
Hedge Funds, Equities, Securities, Fixed Income, Capital Markets, FINRA, Asset Managment, Derivatives, Alternative Investments, Bloomberg, Private Banking, Investment Management, Wealth Management, Banking, Securities Regulation, Series 7, Structured Products, Asset Management, Options, Financial Markets, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, ERISA, Due Diligence, Investment Advisers Act, Private Equity, Financial Services, Operational Risk, Series 63
Education
Moravian College 1990 — 1994
BA, Accounting
Computershare January 2012 - Present
The Bank of New York Mellon August 2005 - December 2011
The Dreyfus Corporation November 2000 - August 2005
Skills
Financial Analysis, Financial Services, Finance, Financial Modeling, Financial Reporting, Strategic Financial..., Mergers & Acquisitions, Risk Management, Banking, Equities, Management, Process Improvement, Accounting, Internal Controls, Business Analysis, Analysis, Variance Analysis, Cash Management, Investments, Mutual Funds, Strategic Planning, Incentives
Education
University of Massachusetts at Amherst - Isenberg School of Management 1988 — 1992
BBA, Finance
Natus Medical October 2011 - Present
Hart Systems, LLC September 2008 - April 2011
eVero Corporation March 2006 - August 2008
Dreyfus 2000 - 2005
Admit Computer Services July 1999 - June 2000
Comverse InfoSys May 1998 - July 1999
The Dreyfus Corporation September 1996 - May 1998
Creative Socio-Medics Corp. November 1993 - September 1996
Coastal Computer Systems January 1992 - November 1993
Skills
C#, OOP, ASP.NET, VB 6, Database Design, Web Application Design, Software Design, HTML, CSS, T-SQL Stored Procedures, Microsoft SQL Server, PL/SQL, Oracle, VB.NET, .NET, TFS, VSS, AJAX Toolkit, DevExpress Controls, SSRS, IIS, Visual Studio, SQL Tuning, ADO.NET, DAO, ODBC, Hyper-V, VMware, Toad, MySQL, PHP, JavaScript, VBScript, Java, InstallShield, Agile Methodologies, CMM
Education
State University of New York at Buffalo 1985 — 1987
Computer Science
State University of New York College at Old Westbury 1988 — 1992
Computer Science
The Dreyfus Corporation May 1998 - December 2003
NYC Department of Employment August 1996 - May 1998
NYC Youth Empowerment Services Commission March 1994 - August 1996
Warburg Pincus Asset Management August 1981 - July 1993
The Fourteen Research Corporation October 1980 - August 1981
Skills
Marketing Communications, Product Management, Marketing Strategy, Website Development, Leadership, Segmentation, Business Process...
Education
Colgate University 1976 — 1980
BA, History
New York Institute Of Finance
AXA Advisors January 2012 - Present
G-2 Trading, LLC February 2010 - July 2011
BALYASNY ASSET MANAGEMENT May 2009 - November 2009
LEHMAN BROTHER HOLDINGS / BARCLAYS CAPITAL February 2005 - March 2009
THE DREYFUS CORPORATION April 2000 - February 2005
Skills
Securities, Series 7, Series 63, Retirement, Investment Advisory, Fixed Annuities, Insurance
Education
North Carolina A&T State University 1991 — 1995
Bachelors, Economics
Ahoskie High School
Ahoskie High School
Hertford Counthy High School
Township of Washingtong, NJ 2010 - Present
The Dreyfus Corporation August 2002 - February 2009
Citibank, N.A. January 1990 - January 2002
Skills
Strategic Planning, Six Sigma, Business Process..., Financial Services, Analytics
Education
Pace University 1995 — 1999
BA, Counseling
BNY Mellon Asset Servicing December 2004 - Present
Credit Suisse Asset Management June 2004 - December 2004
The Dreyfus Corporation July 1998 - June 2004
SunAmerica Asset Management Corp. May 1997 - July 1998
Van Eck Global July 1996 - May 1997
Smith Barney Mutual Funds Management, Inc. November 1994 - June 1996
Smeets, Thesseling & Van Bokhorst October 1991 - October 1994
Skills
Funding, Compliance, Series 7, Product Management, Equities, Mutual Funds, 1940 Act, ETFs, Hedge Funds, SEC reporting, Fund Of Funds, Investments, SEC, Securities, SEC filings, Portfolio Management, Securities Regulation
Education
Long Island University, C.W. Post Campus
Paralegal Certificate, Generalist
University of Miami - School of Business
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
The Dreyfus Corporation April 1986 - Present
Skills
Mutual Funds, Financial Services
Education
New York Institute of Technology 1980 — 1985
Accounting
Bloom Hochberg & Co., P.C. August 2009 - Present
The Dreyfus Corporation January 1992 - January 2009
Ernst & Young September 1979 - January 1991
Skills
Corporate Tax, Tax Accounting, Mergers & Acquisitions, Due Diligence, Tax, Auditing, Tax Returns, Restructuring, Tax Law, Financial Statements, FIN 48, Budgets, Corporate Law, CPA, Tax Research, Financial Services, Analysis, International Tax, Income Tax, State Tax, Partnership Taxation, Accounting, Tax Preparation
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Taxation
Touro College 1973 — 1977
BA, Accounting
CD-adapco October 2011 - Present
Verint Systems December 2006 - July 2011
First Data Corporation September 1998 - November 2006
The Dreyfus Corporation 1985 - 1997
Skills
Human Resources, Employee Relations, Talent Acquisition, Performance Management, Talent Management, HRIS, Onboarding, Deferred Compensation, Workforce Planning, Employee Engagement, Technical Recruiting, Succession Planning, Program Management, Training, Applicant Tracking..., Management, HR Policies, Personnel Management, Benefits Administration
Education
Pace University - Lubin School of Business 1983 — 1985
BBA, Human Resources
AXA September 2015 - Present
The Dreyfus Corporation June 2006 - September 2015
The Dreyfus Corporation August 1999 - June 2006
Skills
Securities Regulation, Legal Research, Intellectual Property, Investment Advisers Act, Corporate Law, Commercial Litigation, Securities, Corporate Governance, Mutual Funds, Trademarks, OFAC, FINRA, Broker-Dealer, Dodd-Frank, Legal Writing, Due Diligence
Education
Seton Hall University School of Law 2002 — 2006
JD, Law
John Jay College of Criminal Justice 1995 — 2000
Bachelors of Science, Criminal Justice and Corrections
Financial Marketing Consultant 1999 - Present
Morgan Stanley 1995 - 1999
The Dreyfus Corporation 1986 - 1995
Doremus & Co 1985 - 1985
Skills
Copywriting
Education
New York University
Certificate, Publishing
University of Colorado Boulder
BA, English
University of Cincinnati 1980 — 1982
Consolidated Data Services May 2015 - Present
AT&T October 2010 - November 2014
Ogilvy & Mather October 2006 - December 2009
Ogilvy & Mather March 2005 - October 2006
Ogilvy & Mather August 2000 - February 2006
Ogilvy & Mather November 1996 - July 2000
EMI Records Group N.A. June 1995 - October 1996
The Dreyfus Corporation April 1986 - June 1995
The Dreyfus Corporation August 1985 - April 1986
Skills
Data Center, Cisco Technologies, Telecommunications, Enterprise Architecture, Integration, Servers, Wireless, Firewalls, Software Documentation, Troubleshooting, Project Management, IT Operations, MPLS, Project Planning, Networking, Management, Switches, Infrastructure, LAN-WAN, Vendor Management, Virtualization, Information Technology, IT Management, Team Management, Disaster Recovery
Education
Hofstra University 1984 — 1986
Villanova University 1982 — 1983
H&R Block October 2011 - Present
AllianceBernstein 1995 - 2011
The Dreyfus Corporation 1989 - 1994
Skills
Fund Administration, Fund Accounting, Asset Managment, Financial Analysis, Financial Reporting, Internal Controls, Project Management, Microsoft Office, Personal Tax Planning
Education
Queens College 1984 — 1988
Bachelor's degree, Accounting
Citigroup Asset Management May 1995 - April 2004
Coopers & Lybrand, LLP August 1994 - May 1995
The Dreyfus Corporation November 1988 - August 1994
JM Pearlberg and Company, CPAs May 1984 - November 1988
Skills
Mutual Funds, Mergers, Internal Controls
Education
Fairleigh Dickinson University 1981 — 1984
BS, Accounting
Deutsche Bank June 2004 - Present
Morgan Stanley August 2001 - May 2004
Van Kampen Investments February 1999 - July 2001
New York Life Insurance Company January 1994 - January 1999
THE DREYFUS CORPORATION March 1991 - December 1993
Willkie Farr & Gallagher LLP January 1989 - February 1991
U.S. Securities and Exchange Commission January 1986 - December 1988
Illinois Department of Financial and Professional Regulation September 1984 - December 1985
Skills
Legal Expert in the..., Securities Regulation, Investment Company Act, Mutual Funds, Asset Management, Wealth Management, Corporate Law, Leadership, Management, Investments, Alternative Investments, Due Diligence, SEC, Investment Advisers Act, Capital Markets, Mergers & Acquisitions, Private Equity, Securities, Corporate Governance, Hedge Funds, Investment Management, Legal Assistance, Risk Management
Education
Saint Louis University 1978 — 1983
JD/MBA, Law and Business
Wabash College 1974 — 1978
Bachelor's degree, Religion/Religious Studies
ShelterPoint Life June 2010 - Present
Brookfield Operations Management Services LLC March 2005 - April 2010
The Guardian Life Insurance Company September 1998 - February 2005
The Guardian Life Insurance Company March 1998 - September 1998
The Guardian Life Insurance Company August 1996 - March 1998
The Guardian Life Insurance Company August 1992 - August 1996
The Guardian Life Insurance Company August 1990 - August 1992
GLICKENHAUS & CO March 1989 - August 1990
The Bank of New York May 1988 - March 1989
THE DREYFUS CORPORATION May 1985 - May 1988
Skills
Investments, Asset Management, Accounting, GAAP, Insurance, Financial Reporting, Statutory Accounting, Microsoft Excel, Finance, Internal Audit, Internal Controls, Financial Statements, Account Reconciliation, Payroll, Auditing, Tax, Accounts Payable
Education
St. John's University 1980 — 1984
B.S, Accounting
Holy Cross High School
olbs
Bachelor of Science (BS), Accounting
The Dreyfus Corporation 2001 - 2010
Prudential Securities Inc. 1997 - 2001
The AMBAC Financial Group 1992 - 1996
Drexel Burnham Lambert, Inc. 1980 - 1990
Neuberger Berman 1979 - 1980
Smith Barney 1978 - 1979
Skills
Corporate Communications, Social Media, Fixed Income, Hedge Funds, Investments, Series 7, Equities, Asset Management, Marketing, Marketing Communications, Sales, Alternative Investments, Mutual Funds, Finance, Capital Markets, Portfolio Management, Derivatives, Financial Services, Securities, Management
Education
Pace University
MBA Program, Management, Marketing
Roosevelt University
B.A.
Legg Mason May 2012 - Present
Legg Mason December 2005 - April 2012
Citigroup 1998 - 2005
The Dreyfus Corporation 1995 - 1998
Skills
Alternative Investments, Asset Management, Mutual Funds, Securities, Corporate Law, Securities Regulation, Legal Research, Corporate Governance
Education
Fordham Law School 1991 — 1994
Fordham University 1987 — 1991
Bachelor of Arts, Political Science
Citi January 2015 - Present
Worth New York 2012 - Present
Citigroup 2007 - 2013
Citi 2003 - 2006
Citi 2001 - 2002
Citi 1994 - 2000
The Dreyfus Corporation 1991 - 1993
Merrill Lynch 1985 - 1988
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Derivatives, Financial Reporting, Internal Controls, Analysis, Finance, Expense Budget..., Financial Process..., Financial Policies &..., Forecasting, Financial Services, Microsoft Excel, PowerPoint, Budget Forecasts, Strategic Sales Plans, Management Review, Metrics Reporting, Monthly Close Process, Transfer Pricing, Balance Sheet Review, SOX 404, Expense Allocation, Economic Capital, Variance Analysis, Banking
Education
William E. Simon School of Business 1988 — 1990
Master of Business Administration (M.B.A.), Finance
Hamilton College 1981 — 1985
BA, Economics
For a Registered Representative & Enrolled Agent 2005 - Present
Lou Figliuzzi, CPA June 2007 - June 2009
Karpinski & Associates 1998 - 2006
New York Life Insurance Company 1986 - 1995
The Dreyfus Corporation 1984 - 1986
Education
Queens College 1982 — 1984
BA, Accounting
SUNY Stony Brook 1979 — 1981
Economics
Thomson Reuters July 2012 - Present
Frontier Communications November 2011 - July 2012
GE August 2006 - November 2010
Thomson Learning May 2002 - August 2006
Louis Dreyfus September 2000 - May 2002
Glencore December 1997 - September 2000
Novartis May 1995 - October 1997
Deloitte January 1993 - April 1995
The Dreyfus Corporation September 1992 - January 1993
Education
Marist College 1988 — 1992
Bachelor of Science, Accounting, Minors in Computer Science and Economics
GE Asset Management December 2012 - Present
Allianz Global Investors Capital October 2005 - October 2012
Exis Capital Management May 2004 - October 2005
RCM Global Investors May 2000 - April 2004
Arthur Andersen LLP February 1996 - August 1998
The Dreyfus Corporation August 1995 - February 1996
Skills
Equity Research, Hedge Funds, Equities, Asset Managment, Investments, Portfolio Management, Bloomberg, Valuation, Financial Modeling, Alternative Investments, Equity Valuation, Trading, Fixed Income, Securities, Financial Analysis, Mutual Funds, Investment Management, Strategy
Education
Indiana University - Kelley School of Business 1998 — 2000
MBA, Finance
Boston College 1991 — 1995
Bachelor of Science (BS), Accounting
The Dreyfus Corporation January 2003 - Present
JP Morgran Chase May 1986 - January 1994
Skills
SDLC, SharePoint, Business Analysis, Requirements Analysis, Visio, Agile Methodologies, Software Project...
Education
Pace University-New York 1977 — 1981
Bachelor of Science (BS), Mathematics and Computer Science
Bank of New York Mellon July 2008 - Present
Mellon Financial April 1994 - June 2008
The Dreyfus Corporation October 1986 - March 1994
Skills
Budgets, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Statements, Forecasting, Management, Strategic Financial..., Variance Analysis
Education
Fordham University 1995 — 1998
MBA, Finance
Long Island University, Brooklyn Campus 1992 — 1994
BS, Accounting
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Science (BS), Management / Marketing
Xaverian HS 1978 — 1982
The BNY Mellon Corporation (The Dreyfus Corporation) September 2007 - June 2012
The Dreyfus Corporation May 2005 - September 2007
E*Trade Professional LLC 2000 - 2005
Globe Institute of Technology 1998 - 2000
Education
Globe Institute of Technology 1998 — 2000
Associate's degree, computer programming
Globe Institute of Technology 1988 — 2000
Associate's degree in computer programming
Lombard Odier January 2013 - Present
Perry Capital September 1994 - December 2012
The Dreyfus Corporation February 1989 - September 1994
Skills
Accounting, Hedge Funds, Managerial Finance, Financial Accounting, Trade Operations, Compliance, Investments, Private Equity, Equities, Valuation, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Portfolio Management, Asset Management, Derivatives, Capital Markets
Education
NYU Stern School of Business 1996 — 2000
Master of Business Administration (MBA), Accounting and Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Finance, General
The Falconwood Corporation May 2012 - Present
Apollo Global Management August 2011 - May 2012
Lord, Abbett & Co. LLC July 2010 - August 2011
Cohen & Steers, Inc February 2001 - June 2010
The Dreyfus Corporation March 1998 - December 2001
Education
State University of New York College at Buffalo 1983 — 1988
Bachelor of Science (BS), Special Education and Teaching
Adelphi University
Bachelor of Science, Special Education and Elementary Education
Allianz Global Investors May 1994 - Present
The Dreyfus Corporation 1991 - 1994
Education
American University 1986 — 1990
Business Administration and Management, General
Commack High School North 1982 — 1986
The Dreyfus Corporation 2008 - Present
The Dreyfus Corporation 2008 - Present
Education
Touro College
M.S., International Finance, Cum Laude
Xerox March 2011 - Present
Xerox January 2010 - March 2011
Affiliated Computer Services August 2007 - December 2010
The Dreyfus Corporation December 2006 - March 2007
Hong Kong Buffet, Inc July 2005 - August 2006
YAI/National Institute for People with Disabilities August 2001 - June 2005
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General