Vice President at Pershing LLC, Vice President at Pershing LLC, An Affiliate of The Bank of New York Mellon Corporation, Vice President at Pershing LLC, Vice President at Pershing LLC (Bank of New York Mellon), Vice President, Business Planning at Pershing LLC (Bank of New York Mellon), Vice President, Business Planning at Bank of New York Mellon - Pershing LLC, Vice President, Business Planning at iNautix (affiliate of PershingLLC), Vice President at Pershing LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work:
Pershing LLC
Vice President
Pershing LLC, An Affiliate of The Bank of New York Mellon Corporation since 2004
Vice President
Pershing LLC since 2004
Vice President
Pershing LLC (Bank of New York Mellon) since 2004
Vice President
Pershing LLC (Bank of New York Mellon) since 2004
Vice President, Business Planning
Strategic Planning Competitive Analysis Market Research Team Leadership Executive Management Business Planning Securities Analysis Asset Management Business Strategy Product Management Process Improvement Business Analysis Wealth Management Product Development Program Management Institutional New Business Development Asset Managment
Jun 2006 to Mar 2011 VICE PRESIDENT, C-SUITE BUSINESS PLANNING AND ANALYSISPERSHING LLC, A BNY MELLON COMPANY Jersey City, NJ Aug 2004 to Mar 2011PERSHING LLC, A BNY MELLON COMPANY
Aug 2004 to Jun 2006 VICE PRESIDENT, BUSINESS DEVELOPMENT AND MARKETINGFIDELITY INVESTMENTS
Mar 2003 to Jan 2004 market research and planning functions for National Financial securities clearing divisionFIDELITY INVESTMENTS Boston, MA Aug 1995 to Jan 2004 GROUP DIRECTOR, STRATEGIC DEVELOPMENT AND PLANNINGFIDELITY INVESTMENTS
Jan 2000 to Mar 2003 GROUP DIRECTOR, COMPETITIVE ANALYSISFIDELITY INVESTMENTS
Aug 1995 to Dec 1999 DIRECTORBANKMARK New York, NY Dec 1991 to Jun 1995 PROJECT DIRECTORBANKMARK
Jan 1993 to Aug 1993 MARKETING COPY EDITORBANKMARK
Dec 1991 to Dec 1992 CLIENT SERVICE REPRESENTATIVE
Education:
University of Wisconsin Madison, WI 1991 Bachelor of Arts in Communication and Public PolicyUniversity of Wisconsin Rowing Team Pershing Leadership Award Recipient