Merrill Lynch & Co.
Industry: Banking company
DescriptionMerrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Customer service: 1 (800) 637-7455 Technical support: 1 (888) 656-6546 Headquarters: New York City, NY Parent organization: Bank of America
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Merrill Lynch & Co. Employees
Employee
Years
Job
Industry
Sam Stowell Sam Stowell's Merrill Lynch & Co. Experience January 1983 - January 1989
Job Support Counselor at Money Management International
Industry Financial Services
Experience
Money Management International February 2011 - January 2014
bagtagz.com December 2009 - July 2011
Home Renovation June 2003 - November 2009
CUNA Mutual Group September 2000 - June 2003
Sprague Publishing January 1989 - January 1999
Merrill Lynch & Co January 1983 - January 1989
WYNZ-FM 1980 - 1981
WBCN 1978 - 1980
WGCH Radio 1977 - 1978
WVOX/WRTN Radio May 1977 - August 1977
Skills
Strategic Communications, Crisis Communications, People Skills, Strategic Planning, Marketing, Management, Credit, Training, Advertising, Sales, Negotiation, Customer Service, Program Management
Education
Ithaca College 1973 — 1977
B.S, Communications
The Gunnery School 1970 — 1973
Money Management International February 2011 - January 2014
bagtagz.com December 2009 - July 2011
Home Renovation June 2003 - November 2009
CUNA Mutual Group September 2000 - June 2003
Sprague Publishing January 1989 - January 1999
Merrill Lynch & Co January 1983 - January 1989
WYNZ-FM 1980 - 1981
WBCN 1978 - 1980
WGCH Radio 1977 - 1978
WVOX/WRTN Radio May 1977 - August 1977
Skills
Strategic Communications, Crisis Communications, People Skills, Strategic Planning, Marketing, Management, Credit, Training, Advertising, Sales, Negotiation, Customer Service, Program Management
Education
Ithaca College 1973 — 1977
B.S, Communications
The Gunnery School 1970 — 1973
Brandon Lawrence Brandon Lawrence's Merrill Lynch & Co. Experience June 2008 - August 2008
Job Agent Trainee at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency April 2015 - Present
Creative Artists Agency February 2013 - Present
NBC Universal July 2010 - November 2012
Bank of America Merrill Lynch July 2009 - July 2010
Merrill Lynch & Co June 2008 - August 2008
Lehman Brothers May 2007 - July 2007
Skills
Partnerships, Strategic Financial..., Television, Digital Media, Script Coverage, Strategic Partnerships, Investment Banking, Valuation, Research, Venture Capital, Microsoft Office, Entrepreneurship, Finance, Film Production, Financial Planning, Marketing, PowerPoint, Public Speaking, Time Management, Business, Event Planning, Strategy, Microsoft Excel, Final Cut Pro, Producing, Social Media, Film, Financial Modeling, Video Production, Equity Research, Sponsorship, Analysis
Education
Morehouse College 2005 — 2009
B.A., Finance
Peking University 2007 — 2007
Entrepreneurship
Creative Artists Agency April 2015 - Present
Creative Artists Agency February 2013 - Present
NBC Universal July 2010 - November 2012
Bank of America Merrill Lynch July 2009 - July 2010
Merrill Lynch & Co June 2008 - August 2008
Lehman Brothers May 2007 - July 2007
Skills
Partnerships, Strategic Financial..., Television, Digital Media, Script Coverage, Strategic Partnerships, Investment Banking, Valuation, Research, Venture Capital, Microsoft Office, Entrepreneurship, Finance, Film Production, Financial Planning, Marketing, PowerPoint, Public Speaking, Time Management, Business, Event Planning, Strategy, Microsoft Excel, Final Cut Pro, Producing, Social Media, Film, Financial Modeling, Video Production, Equity Research, Sponsorship, Analysis
Education
Morehouse College 2005 — 2009
B.A., Finance
Peking University 2007 — 2007
Entrepreneurship
Ryan Moynihan Ryan Moynihan's Merrill Lynch & Co. Experience July 2008 - December 2008
Job iPad Hardware Engineer at Apple
Industry Consumer Electronics
Experience
Apple October 2013 - Present
Instrumentation Laboratory June 2012 - October 2013
Instrumentation Laboratory July 2011 - October 2012
GE June 2010 - December 2010
Engineers Without Borders June 2009 - September 2010
Merrill Lynch & Co July 2008 - December 2008
Skills
Matlab, C, C++, VHDL, Assembly, Labview, AutoCAD, Verilog, Pspice, Python, Programming, Simulation Software, PADS, Quartus, Function Generator, Hardware, Digital Electronics, Analog, Signal Processing, Debugging, Sensors, Xilinx, DSP, Embedded Systems, FPGA, Linux, Microcontrollers, HTML, Orcad, Windows, PCB design, Microprocessors, Medical Devices, Digital Signal..., LabVIEW
Education
Northeastern University 2005 — 2012
Bachelor of Science, Electrical Engineering
Apple October 2013 - Present
Instrumentation Laboratory June 2012 - October 2013
Instrumentation Laboratory July 2011 - October 2012
GE June 2010 - December 2010
Engineers Without Borders June 2009 - September 2010
Merrill Lynch & Co July 2008 - December 2008
Skills
Matlab, C, C++, VHDL, Assembly, Labview, AutoCAD, Verilog, Pspice, Python, Programming, Simulation Software, PADS, Quartus, Function Generator, Hardware, Digital Electronics, Analog, Signal Processing, Debugging, Sensors, Xilinx, DSP, Embedded Systems, FPGA, Linux, Microcontrollers, HTML, Orcad, Windows, PCB design, Microprocessors, Medical Devices, Digital Signal..., LabVIEW
Education
Northeastern University 2005 — 2012
Bachelor of Science, Electrical Engineering
Ryan Locklund's Merrill Lynch & Co. Experience October 2008 - March 2009
Job Divisional Sales Manager at Groupon
Industry Internet
Experience
Groupon March 2014 - Present
Groupon July 2013 - Present
Groupon June 2012 - July 2013
Groupon March 2011 - June 2012
Life Quotes, Inc June 2009 - March 2011
Merrill Lynch & Co October 2008 - March 2009
Hirsch Burroughs May 2008 - September 2008
Pelstar, LLC May 2005 - September 2005
Skills
Salesforce.com, Sales Process, Sales, Finance, IT Operations, Business Efficiency, Operating Efficiencies, Microsoft Office, Long-term Customer..., Microsoft Excel, Cross-functional Team..., Management, Social Media, Social Media Marketing, Strategy, Online Advertising, Marketing, Marketing Strategy, Account Management, Analysis, New Business Development, Cold Calling, Sales Operations, Lead Generation, Sales Management, Leadership, Social Networking, Customer Service, Advertising, Online Marketing, Business Development, Training, Digital Marketing, CRM, B2B
Education
Eastern Illinois University 2005 — 2009
Bachelor of Science, Finance; Business; management information systems; organizational behavior analysis
Groupon March 2014 - Present
Groupon July 2013 - Present
Groupon June 2012 - July 2013
Groupon March 2011 - June 2012
Life Quotes, Inc June 2009 - March 2011
Merrill Lynch & Co October 2008 - March 2009
Hirsch Burroughs May 2008 - September 2008
Pelstar, LLC May 2005 - September 2005
Skills
Salesforce.com, Sales Process, Sales, Finance, IT Operations, Business Efficiency, Operating Efficiencies, Microsoft Office, Long-term Customer..., Microsoft Excel, Cross-functional Team..., Management, Social Media, Social Media Marketing, Strategy, Online Advertising, Marketing, Marketing Strategy, Account Management, Analysis, New Business Development, Cold Calling, Sales Operations, Lead Generation, Sales Management, Leadership, Social Networking, Customer Service, Advertising, Online Marketing, Business Development, Training, Digital Marketing, CRM, B2B
Education
Eastern Illinois University 2005 — 2009
Bachelor of Science, Finance; Business; management information systems; organizational behavior analysis
Elaine Lau Elaine Lau's Merrill Lynch & Co. Experience June 2004 - August 2004
Job
Industry Information Technology and Services
Experience
Jive Software May 2013 - Present
Acumen Solutions August 2007 - April 2013
Booz Allen Hamilton August 2005 - July 2007
Merrill Lynch & Co June 2004 - August 2004
PNC Financial Services June 2003 - August 2003
Hong Kong Chamber of Commerce May 2002 - July 2002
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Salesforce.com, Salesforce.com..., Salesforce.com..., Salesforce.com..., SDLC, SaaS, Process Improvement, Cloud Computing, CRM, Business Process..., Force.com, Business Process
Education
Penn State University 2001 — 2005
BS, Information Sciences and Technology, Minor in Business Liberal Arts
Jive Software May 2013 - Present
Acumen Solutions August 2007 - April 2013
Booz Allen Hamilton August 2005 - July 2007
Merrill Lynch & Co June 2004 - August 2004
PNC Financial Services June 2003 - August 2003
Hong Kong Chamber of Commerce May 2002 - July 2002
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Salesforce.com, Salesforce.com..., Salesforce.com..., Salesforce.com..., SDLC, SaaS, Process Improvement, Cloud Computing, CRM, Business Process..., Force.com, Business Process
Education
Penn State University 2001 — 2005
BS, Information Sciences and Technology, Minor in Business Liberal Arts
Frédéric Beausoleil, CFA's Merrill Lynch & Co. Experience June 1999 - February 2002
Job Vice President, Investment Banking at Desjardins Securities
Industry Capital Markets
Experience
Desjardins Securities November 2014 - Present
Laurentian Bank Securities July 2011 - November 2014
Laurentian Bank Securities December 2008 - June 2011
Laurentian Bank Securities May 2007 - December 2008
MaisonBrison October 2006 - April 2007
National Bank Financial April 2003 - May 2006
RBC Capital Markets March 2002 - April 2003
Merrill Lynch & Co June 1999 - February 2002
Skills
Equity Research, Capital Markets, Financial Modeling, Investor Relations, Equities, Equity Trading, Long Distance Running, Financial Analysis, Financial Markets, Equity Valuation, Securities, Trading, Investment Banking, Finance
Education
HEC Montréal 1995 — 1998
BBA, Finance
Jean-de-brebeuf
Desjardins Securities November 2014 - Present
Laurentian Bank Securities July 2011 - November 2014
Laurentian Bank Securities December 2008 - June 2011
Laurentian Bank Securities May 2007 - December 2008
MaisonBrison October 2006 - April 2007
National Bank Financial April 2003 - May 2006
RBC Capital Markets March 2002 - April 2003
Merrill Lynch & Co June 1999 - February 2002
Skills
Equity Research, Capital Markets, Financial Modeling, Investor Relations, Equities, Equity Trading, Long Distance Running, Financial Analysis, Financial Markets, Equity Valuation, Securities, Trading, Investment Banking, Finance
Education
HEC Montréal 1995 — 1998
BBA, Finance
Jean-de-brebeuf
Wendy Wu Wendy Wu's Merrill Lynch & Co. Experience September 2009 - May 2010
Job Business Development & Strategic Planning, Senior Financial Analyst at Universal Pictures
Industry Entertainment
Experience
Universal Pictures October 2013 - Present
Houlihan Lokey August 2011 - October 2013
Houlihan Lokey June 2010 - August 2010
Merrill Lynch & Co September 2009 - May 2010
iAmplify July 2009 - August 2009
Qin Xin Media February 2009 - June 2009
Financial Independence Planning, LLC June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Capital IQ, Derivatives, LBO, DCF, Investments, Due Diligence, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Major: Finance/Marketing Minor: Psychology
East China Normal University 2009 — 2009
Upper Dublin High School 2004 — 2007
Universal Pictures October 2013 - Present
Houlihan Lokey August 2011 - October 2013
Houlihan Lokey June 2010 - August 2010
Merrill Lynch & Co September 2009 - May 2010
iAmplify July 2009 - August 2009
Qin Xin Media February 2009 - June 2009
Financial Independence Planning, LLC June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Capital IQ, Derivatives, LBO, DCF, Investments, Due Diligence, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Major: Finance/Marketing Minor: Psychology
East China Normal University 2009 — 2009
Upper Dublin High School 2004 — 2007
Diana Kulaczkowskey Diana Kulaczkowskey's Merrill Lynch & Co. Experience February 2006 - May 2006
Job Strategic Finance Projects Manager at Aon
Industry Insurance
Experience
Aon February 2015 - Present
Aon July 2014 - January 2015
Aon June 2013 - July 2014
PepsiCo November 2011 - June 2013
PepsiCo March 2010 - November 2011
PepsiCo July 2007 - March 2010
Merrill Lynch & Co February 2006 - May 2006
Planned Property Management June 2004 - February 2006
Skills
Microsoft Excel, SAP, SAP BW, SAP R/3, BEx Analyzer, Business Objects, Essbase, Tracker, Microsoft Word, Accruals
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Aon February 2015 - Present
Aon July 2014 - January 2015
Aon June 2013 - July 2014
PepsiCo November 2011 - June 2013
PepsiCo March 2010 - November 2011
PepsiCo July 2007 - March 2010
Merrill Lynch & Co February 2006 - May 2006
Planned Property Management June 2004 - February 2006
Skills
Microsoft Excel, SAP, SAP BW, SAP R/3, BEx Analyzer, Business Objects, Essbase, Tracker, Microsoft Word, Accruals
Education
Loyola University of Chicago 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Janice Gioia Janice Gioia's Merrill Lynch & Co. Experience February 2008 - April 2013
Job Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Merrill Lynch & Co February 2008 - April 2013
Complex Litigation Integrators, Inc June 2006 - January 2008
Herbertsville Elementary School January 2006 - May 2006
Complex Litigation Integrators, Inc June 2002 - January 2006
Skills
Project Implementation, Excel, SQL, Microsoft Office, Access, Transcentive, EOWIN, Process Development, Data Analysis, Database Administration, Data Management, Reconciliation, Business Process..., Data Mapping, Training & Development, Teaching, Work From Home, Equity Compensation, Client Interfacing, CRM, 401k, Microsoft Excel, Program Management, Equities, Financial Services
Education
Monmouth University 2004 — 2006
Master of Arts (M.A.), Elementary Education and Teaching
Monmouth University 2000 — 2002
Bachelor of Arts (B.A.), Communications/Public Relations, 3.5
Ocean County College 1997 — 2000
Associate of Arts, Liberal Arts
Merrill Lynch February 2013 - Present
Merrill Lynch & Co February 2008 - April 2013
Complex Litigation Integrators, Inc June 2006 - January 2008
Herbertsville Elementary School January 2006 - May 2006
Complex Litigation Integrators, Inc June 2002 - January 2006
Skills
Project Implementation, Excel, SQL, Microsoft Office, Access, Transcentive, EOWIN, Process Development, Data Analysis, Database Administration, Data Management, Reconciliation, Business Process..., Data Mapping, Training & Development, Teaching, Work From Home, Equity Compensation, Client Interfacing, CRM, 401k, Microsoft Excel, Program Management, Equities, Financial Services
Education
Monmouth University 2004 — 2006
Master of Arts (M.A.), Elementary Education and Teaching
Monmouth University 2000 — 2002
Bachelor of Arts (B.A.), Communications/Public Relations, 3.5
Ocean County College 1997 — 2000
Associate of Arts, Liberal Arts
Alice Johnson, CRE Alice Johnson, CRE's Merrill Lynch & Co. Experience January 1986 - January 1997
Job Arbitrator at FINRA
Industry Real Estate
Experience
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
Florida County Court System March 2011 - Present
Self employed January 2000 - Present
FINRA January 1999 - Present
Indian River County Housing Authority December 2011 - March 2012
New York University April 2004 - December 2007
Fidelity Investments January 1997 - February 2000
Merrill Lynch January 1986 - March 1997
Merrill Lynch & Co January 1986 - January 1997
Arthur Young & Company January 1984 - January 1986
Skills
Due Diligence, Investments, Asset Managment, Valuation, Economics, Capital Markets, Public Speaking, Mergers, Financial Analysis, Arbitration, Litigation, Strategic Planning, Alternative Investments, Research, Portfolio Management, Asset Management, Securities
Education
University of Michigan 1962 — 1966
BA, French
Nicholas Virgilio Nicholas Virgilio's Merrill Lynch & Co. Experience January 1986 - May 2001
Job Leadership and OD Consultant
Industry Insurance
Experience
NPV Consulting Senior Leadership OD SpecialistEmblemHealthAugust 2004 - May 2013
NPV CONSULTING May 2001 - July 2004
MERRILL LYNCH & CO January 1986 - May 2001
Merrill Lynch &Co January 1993 - January 2000
EVALUATION TECHNOLOGIES, INC January 1983 - January 1986
RCA SERVICE COMPANY January 1980 - January 1983
Skills
Coaching, Leadership Development, Team Building, MBTI, Change Management, Performance Management, Organizational..., Emotional Intelligence, Management Development, Performance Improvement, Conflict Resolution, Executive Coaching, Training, Employee Benefits, Instructional Design, Program Management, Interviews, Staff Development, Management, Strategy, Leadership, Personal Development, Organizational..., Workshop Facilitation, Employee Engagement, Career Development, Talent Management, Succession Planning, Training Delivery, Personnel Management, Onboarding, Employee Training, Employee Relations, Strategic Planning, Deferred Compensation, 360 Feedback, Analysis, Culture Change, Human Resources, Organizational Design, Benefits Administration, Needs Analysis, Executive Development, HR Consulting, HRIS, Talent Acquisition, Management Consulting
Education
Coach Training Alliance 2010 — 2010
Certificate in Coaching, Developmental and Performance Coaching
Temple University 1995 — 1997
Master of Education (M.Ed.) Psychoeducational Processes, Master of Education
Temple University 1993 — 1996
Master of Education (MEd), Organizational Development
Temple University - Master of Arts -History 1974 — 1976
Master of Arts (M.A.), History
Temple University - Bachelor of Arts 1970 — 1974
Bachelor of Arts, History
NPV Consulting Senior Leadership OD SpecialistEmblemHealthAugust 2004 - May 2013
NPV CONSULTING May 2001 - July 2004
MERRILL LYNCH & CO January 1986 - May 2001
Merrill Lynch &Co January 1993 - January 2000
EVALUATION TECHNOLOGIES, INC January 1983 - January 1986
RCA SERVICE COMPANY January 1980 - January 1983
Skills
Coaching, Leadership Development, Team Building, MBTI, Change Management, Performance Management, Organizational..., Emotional Intelligence, Management Development, Performance Improvement, Conflict Resolution, Executive Coaching, Training, Employee Benefits, Instructional Design, Program Management, Interviews, Staff Development, Management, Strategy, Leadership, Personal Development, Organizational..., Workshop Facilitation, Employee Engagement, Career Development, Talent Management, Succession Planning, Training Delivery, Personnel Management, Onboarding, Employee Training, Employee Relations, Strategic Planning, Deferred Compensation, 360 Feedback, Analysis, Culture Change, Human Resources, Organizational Design, Benefits Administration, Needs Analysis, Executive Development, HR Consulting, HRIS, Talent Acquisition, Management Consulting
Education
Coach Training Alliance 2010 — 2010
Certificate in Coaching, Developmental and Performance Coaching
Temple University 1995 — 1997
Master of Education (M.Ed.) Psychoeducational Processes, Master of Education
Temple University 1993 — 1996
Master of Education (MEd), Organizational Development
Temple University - Master of Arts -History 1974 — 1976
Master of Arts (M.A.), History
Temple University - Bachelor of Arts 1970 — 1974
Bachelor of Arts, History
Chantelle D'Angelo's Merrill Lynch & Co. Experience September 2008 - May 2009
Job Louison, Costello, Condon & Pfaff, LLP
Industry Law Practice
Experience
Louison, Costello, Condon & Pfaff February 2014 - Present
Louison, Costello, Condon & Pfaff, LLP May 2012 - January 2014
Suffolk County Juvenile Court January 2012 - May 2012
Marcos Law Offices August 2011 - October 2011
Robert K. Rainer, P.C. May 2011 - August 2011
ASPire Financial Services, LLC March 2009 - July 2010
Merrill Lynch & Co September 2008 - May 2009
Skills
Legal Research, Legal Writing, Litigation, Access, Excel, Microsoft Excel, Microsoft Office, Trademarks, Personal Injury, Courts, Bankruptcy, Patents, Securities Regulation, Motions, Lexis, LexisNexis
Education
Suffolk University Law School 2010 — 2013
JD, Law
University of Tampa 2005 — 2009
Bachelor of Science, Business Economics
University of Tampa 2005 — 2009
Bachelor of Arts, Political Science
Louison, Costello, Condon & Pfaff February 2014 - Present
Louison, Costello, Condon & Pfaff, LLP May 2012 - January 2014
Suffolk County Juvenile Court January 2012 - May 2012
Marcos Law Offices August 2011 - October 2011
Robert K. Rainer, P.C. May 2011 - August 2011
ASPire Financial Services, LLC March 2009 - July 2010
Merrill Lynch & Co September 2008 - May 2009
Skills
Legal Research, Legal Writing, Litigation, Access, Excel, Microsoft Excel, Microsoft Office, Trademarks, Personal Injury, Courts, Bankruptcy, Patents, Securities Regulation, Motions, Lexis, LexisNexis
Education
Suffolk University Law School 2010 — 2013
JD, Law
University of Tampa 2005 — 2009
Bachelor of Science, Business Economics
University of Tampa 2005 — 2009
Bachelor of Arts, Political Science
Dayna Lange, RDMS's Merrill Lynch & Co. Experience July 2000 - June 2006
Job Registered Ultrasound Technologist
Industry Hospital & Health Care
Experience
Zwanger-Pesiri Radiology January 2014 - Present
Nassau Radiologic Group March 2013 - July 2013
GCP Management Services December 2012 - April 2013
Deutsche Bank August 2008 - December 2011
Bear Stearns & Company January 2007 - July 2008
Societe Generale July 2006 - December 2006
Merrill Lynch & Co July 2000 - June 2006
Skills
Ultrasound, Sonography, Diagnostic Ultrasound, Cpr Certified, Abdominal Imaging, Breast Imaging, Caring, Compassion, Highly detail oriented, Small Parts, Doppler, Breast, Vascular, Obstetrics, Gynecology, Healthcare Industry, Patient Safety, Quality Patient Care, Microsoft Office, Team-oriented, ARDMS, Medical Terminology, Healthcare, Abdominal, CPR Certified
Education
Sanford-Brown Institute 2011 — 2013
Certificate, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 4.0
Dowling College
MBA, Finance and Banking
Dowling College
Bachelor of Business Administration (BBA), Accounting
Zwanger-Pesiri Radiology January 2014 - Present
Nassau Radiologic Group March 2013 - July 2013
GCP Management Services December 2012 - April 2013
Deutsche Bank August 2008 - December 2011
Bear Stearns & Company January 2007 - July 2008
Societe Generale July 2006 - December 2006
Merrill Lynch & Co July 2000 - June 2006
Skills
Ultrasound, Sonography, Diagnostic Ultrasound, Cpr Certified, Abdominal Imaging, Breast Imaging, Caring, Compassion, Highly detail oriented, Small Parts, Doppler, Breast, Vascular, Obstetrics, Gynecology, Healthcare Industry, Patient Safety, Quality Patient Care, Microsoft Office, Team-oriented, ARDMS, Medical Terminology, Healthcare, Abdominal, CPR Certified
Education
Sanford-Brown Institute 2011 — 2013
Certificate, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 4.0
Dowling College
MBA, Finance and Banking
Dowling College
Bachelor of Business Administration (BBA), Accounting
Nicole L. Price Nicole L. Price's Merrill Lynch & Co. Experience June 1994 - June 1996
Job Vice President, Business Relationship Management
Industry Financial Services
Experience
SunTrust Bank October 2012 - April 2013
Wells Fargo Bank, N.A. The Private Bank February 2001 - October 2012
Merrill Lynch June 1996 - February 2001
Merrill Lynch & Co June 1994 - June 1996
Skills
Asset Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Investment Management, Insurance, Equities, Finance, Strategy, Management, Financial Planners
Education
Florida A&M University 1989 — 1992
B.S., Business/Managerial Economics
St. Louis University - John Cook School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance/Marketing
SunTrust Bank October 2012 - April 2013
Wells Fargo Bank, N.A. The Private Bank February 2001 - October 2012
Merrill Lynch June 1996 - February 2001
Merrill Lynch & Co June 1994 - June 1996
Skills
Asset Management, Investments, Wealth Management, Retirement Planning, Estate Planning, Investment Management, Insurance, Equities, Finance, Strategy, Management, Financial Planners
Education
Florida A&M University 1989 — 1992
B.S., Business/Managerial Economics
St. Louis University - John Cook School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance/Marketing
![Flo (Gair) Lattery [LION]](https://cdn.bearsofficialsstore.com/li/webp/16685118.webp)
Flo (Gair) Lattery [LION] Flo (Gair) Lattery [LION]'s Merrill Lynch & Co. Experience July 1979 - June 2001
Job Colorado State Dir. at CEO Space | Independent Distributor at a Certified Organic, nonGMO Whole Food Company
Industry Health, Wellness and Fitness
Experience
PURIUM Health Products January 2014 - Present
CEO Space International June 2013 - Present
CEO Space Denver 2013 - Present
Business Honoring Spirituality 2010 - February 2014
Strongbrook Direct April 2012 - January 2014
Global Information Network 2011 - December 2012
Liberty Investment Properties, LLC December 2004 - August 2009
Merrill Lynch & CO July 1979 - June 2001
Skills
Negotiation, Coaching, Business Development, Leadership, Project Management, Entrepreneurship, Small Business, Real Estate, New Business Development, Marketing, Lead Generation, Strategic Planning, Investment Properties, Management, Finance, Start-ups, Strategic Partnerships, Investments, Marketing Strategy, Leadership Development, Short Sales, Sales, Selling, Insurance, Training, Social Media, Business Strategy, Business Planning, Personal Development, Public Speaking, Contract Negotiation, Social Networking, Project Planning, Online Marketing, Advertising, Sales Management, Social Media Marketing, Direct Sales, Strategy, Online Advertising, Team Building, Sales Process, Email Marketing, Networking, Management Consulting, Business Networking, Account Management, Event Planning, Direct Marketing, Time Management
Education
Fordham University
Klemmer & Assoc
PURIUM Health Products January 2014 - Present
CEO Space International June 2013 - Present
CEO Space Denver 2013 - Present
Business Honoring Spirituality 2010 - February 2014
Strongbrook Direct April 2012 - January 2014
Global Information Network 2011 - December 2012
Liberty Investment Properties, LLC December 2004 - August 2009
Merrill Lynch & CO July 1979 - June 2001
Skills
Negotiation, Coaching, Business Development, Leadership, Project Management, Entrepreneurship, Small Business, Real Estate, New Business Development, Marketing, Lead Generation, Strategic Planning, Investment Properties, Management, Finance, Start-ups, Strategic Partnerships, Investments, Marketing Strategy, Leadership Development, Short Sales, Sales, Selling, Insurance, Training, Social Media, Business Strategy, Business Planning, Personal Development, Public Speaking, Contract Negotiation, Social Networking, Project Planning, Online Marketing, Advertising, Sales Management, Social Media Marketing, Direct Sales, Strategy, Online Advertising, Team Building, Sales Process, Email Marketing, Networking, Management Consulting, Business Networking, Account Management, Event Planning, Direct Marketing, Time Management
Education
Fordham University
Klemmer & Assoc
Andy Cerulli Andy Cerulli's Merrill Lynch & Co. Experience July 2001 - June 2002
Job GRAPHICS MANAGER at LOEB & TROPER LLP
Industry Graphic Design
Experience
LOEB & TROPER LLP July 2014 - Present
DOAR LITIGATION CONSULTING October 2011 - May 2014
MILLER BUCKFIRE June 2002 - October 2011
TrialGraphix 2010 - 2011
MERRILL LYNCH & CO July 2001 - June 2002
Dresdner Kleinwort Wasserstein 2000 - 2002
CIBC WORLD MARKETS April 2000 - July 2001
PROMEDICA COMMUNICATIONS September 1999 - April 2000
SCHRODERS & CO June 1998 - April 2000
WASSERSTEIN & PERELLA & CO December 1997 - June 1998
Skills
MS Office Suite, Adobe Creative Suite, Six Sigma, Graphics, Brochures, Illustrator, Logo Design, Photoshop, Flash, Advertising, Illustration, Email Marketing, Graphic Design, InDesign, Web Design, Management, Adobe Acrobat, Social Media, Project Planning, Layout, PowerPoint, Multimedia, Creative Direction, Microsoft Office, Mac, QuarkXPress
Education
School of Visual Arts
BFA, Graphic Design
St. Francis Prep
LOEB & TROPER LLP July 2014 - Present
DOAR LITIGATION CONSULTING October 2011 - May 2014
MILLER BUCKFIRE June 2002 - October 2011
TrialGraphix 2010 - 2011
MERRILL LYNCH & CO July 2001 - June 2002
Dresdner Kleinwort Wasserstein 2000 - 2002
CIBC WORLD MARKETS April 2000 - July 2001
PROMEDICA COMMUNICATIONS September 1999 - April 2000
SCHRODERS & CO June 1998 - April 2000
WASSERSTEIN & PERELLA & CO December 1997 - June 1998
Skills
MS Office Suite, Adobe Creative Suite, Six Sigma, Graphics, Brochures, Illustrator, Logo Design, Photoshop, Flash, Advertising, Illustration, Email Marketing, Graphic Design, InDesign, Web Design, Management, Adobe Acrobat, Social Media, Project Planning, Layout, PowerPoint, Multimedia, Creative Direction, Microsoft Office, Mac, QuarkXPress
Education
School of Visual Arts
BFA, Graphic Design
St. Francis Prep
Stephen Catalano Stephen Catalano's Merrill Lynch & Co. Experience May 2001 - May 2002
Job Looking for a great opportunity with a retail or commercial bank
Industry Banking
Experience
Signature Premier Properties May 2015 - Present
No Name January 2010 - Present
BankUnited March 2014 - December 2014
Steve the Handyman December 2009 - November 2011
Merrill Lynch & Co May 2001 - May 2002
Merrill Lynch & Co April 1999 - May 2001
Skills
Real Estate, Negotiation, Investments, Residential, Condos, Investment Properties, Selling, Customer Relations, Customer Service, Residential Homes, Home, Sellers, Listings, Buyer Representation, Referrals, Microsoft Excel, Insurance, Strategic Financial..., PowerPoint, Microsoft Word, New Business Development, Health Insurance, Term Life Insurance, Life Insurance, Brokerage, Property, Marketing, Real Estate Transactions, Rentals, Investors, Leases, Sales, First Time Home Buyers, Management, Short Sales, Leadership, Foreclosures
Education
Palm Beach State College 1993 — 1995
none, Accounting
Saint Mary's High School 1989 — 1993
High School, General Studies
Signature Premier Properties May 2015 - Present
No Name January 2010 - Present
BankUnited March 2014 - December 2014
Steve the Handyman December 2009 - November 2011
Merrill Lynch & Co May 2001 - May 2002
Merrill Lynch & Co April 1999 - May 2001
Skills
Real Estate, Negotiation, Investments, Residential, Condos, Investment Properties, Selling, Customer Relations, Customer Service, Residential Homes, Home, Sellers, Listings, Buyer Representation, Referrals, Microsoft Excel, Insurance, Strategic Financial..., PowerPoint, Microsoft Word, New Business Development, Health Insurance, Term Life Insurance, Life Insurance, Brokerage, Property, Marketing, Real Estate Transactions, Rentals, Investors, Leases, Sales, First Time Home Buyers, Management, Short Sales, Leadership, Foreclosures
Education
Palm Beach State College 1993 — 1995
none, Accounting
Saint Mary's High School 1989 — 1993
High School, General Studies
Jill Jefferson Jill Jefferson's Merrill Lynch & Co. Experience 1993 - 2003
Job Executive Director, HR Communications
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
J2 Communications April 2003 - Present
JPMorgan Chase January 2012 - February 2015
BCS June 2008 - January 2012
Merrill Lynch & Co 1993 - 2003
Skills
Integrated Marketing, Public Relations, Marketing Strategy, Marketing Communications, Social Media, Advertising, Competitive Analysis, Corporate Communications, Creative Direction, Digital Marketing, Digital Media, Digital Strategy, Email Marketing, Event Management, Internal Communications, Market Research, Marketing, Media Relations, Online Advertising, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Brand Development, Brand Management, Direct Marketing, Event Planning, Marketing Management, Online Marketing, Strategic Partnerships, Management, Marketing Research, Relationship Marketing
Education
Howard University School of Law 1986 — 1989
Doctor of Law (J.D.), International Business
Hampton University 1982 — 1986
BA, Economics
JPMorgan Chase & Co. February 2015 - Present
J2 Communications April 2003 - Present
JPMorgan Chase January 2012 - February 2015
BCS June 2008 - January 2012
Merrill Lynch & Co 1993 - 2003
Skills
Integrated Marketing, Public Relations, Marketing Strategy, Marketing Communications, Social Media, Advertising, Competitive Analysis, Corporate Communications, Creative Direction, Digital Marketing, Digital Media, Digital Strategy, Email Marketing, Event Management, Internal Communications, Market Research, Marketing, Media Relations, Online Advertising, Social Media Marketing, Strategic Communications, Strategic Planning, Strategy, Brand Development, Brand Management, Direct Marketing, Event Planning, Marketing Management, Online Marketing, Strategic Partnerships, Management, Marketing Research, Relationship Marketing
Education
Howard University School of Law 1986 — 1989
Doctor of Law (J.D.), International Business
Hampton University 1982 — 1986
BA, Economics
Calvin Lisich's Merrill Lynch & Co. Experience February 2007 - August 2009
Job Sales and Business Development
Industry Consumer Goods
Experience
Scotlynn USA March 2014 - Present
Business World International October 2012 - October 2013
Farrell & Patel, Attorneys at Law February 2012 - August 2012
University of Miami August 2008 - January 2012
Hakim Medical Enterprises, Inc May 2009 - August 2009
Merrill Lynch & Co February 2007 - August 2009
Skills
Research, Data Analysis, CRM, Management, Social Media Marketing, New Business Development, Operations Management, Information Technology, Databases, Operational Strategy, Financial Modeling, Financial Analysis, Microsoft Office, Marketing Strategy, Market Research, Project Management, Training, Analysis, Access, Sales, PowerPoint, Business Development
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Scotlynn USA March 2014 - Present
Business World International October 2012 - October 2013
Farrell & Patel, Attorneys at Law February 2012 - August 2012
University of Miami August 2008 - January 2012
Hakim Medical Enterprises, Inc May 2009 - August 2009
Merrill Lynch & Co February 2007 - August 2009
Skills
Research, Data Analysis, CRM, Management, Social Media Marketing, New Business Development, Operations Management, Information Technology, Databases, Operational Strategy, Financial Modeling, Financial Analysis, Microsoft Office, Marketing Strategy, Market Research, Project Management, Training, Analysis, Access, Sales, PowerPoint, Business Development
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Barry Major Barry Major's Merrill Lynch & Co. Experience February 2006 - October 2007
Job Regional Director of Provider Relations
Industry Insurance
Experience
DentaQuest, LLC April 2012 - Present
DentaQuest January 2011 - April 2012
DentaQuest October 2007 - January 2011
Merrill Lynch & Co February 2006 - October 2007
Oakwood Homes November 1995 - January 2006
Skills
Strategic Planning, Leadership, Training, Leadership Development, Management, New Business Development, Recruiting, Insurance, Operations Management, Budgets, Strategy, Provider Relations, Sales, Team Building, Sales Management, Health Insurance, Healthcare, Sales Process, Strategic Financial..., Retail, Network Development, Marketing, Business Analysis, Customer Service, Finance, Sales Operations, Medicaid, Project Management, Executive Management, Change Management, Managed Care, Process Improvement, Utilization Management
Education
University of Massachusetts Lowell 1991 — 1995
BA, Psychology
University of Massachusetts
BA, Psychology
DentaQuest, LLC April 2012 - Present
DentaQuest January 2011 - April 2012
DentaQuest October 2007 - January 2011
Merrill Lynch & Co February 2006 - October 2007
Oakwood Homes November 1995 - January 2006
Skills
Strategic Planning, Leadership, Training, Leadership Development, Management, New Business Development, Recruiting, Insurance, Operations Management, Budgets, Strategy, Provider Relations, Sales, Team Building, Sales Management, Health Insurance, Healthcare, Sales Process, Strategic Financial..., Retail, Network Development, Marketing, Business Analysis, Customer Service, Finance, Sales Operations, Medicaid, Project Management, Executive Management, Change Management, Managed Care, Process Improvement, Utilization Management
Education
University of Massachusetts Lowell 1991 — 1995
BA, Psychology
University of Massachusetts
BA, Psychology
Dan Castro Dan Castro's Merrill Lynch & Co. Experience 1991 - 2004
Job President at Robust Advisors, Inc. www.robustadvisors.com
Industry Financial Services
Experience
Robust Advisors, Inc. January 2013 - Present
Independent Consultant May 2011 - December 2012
BTIG LLC May 2010 - April 2011
Huxley Capital Management 2008 - June 2010
GSC Group 2005 - 2008
Merrill Lynch & Co 1991 - 2004
Skills
Structured Finance, ABS, MBS, Hedge Funds, Credit, Investments, Risk Management, Portfolio Management, Fixed Income, Valuation, Debt, Securities, CDO, CMBS, Capital Markets, Trading, Loan Origination, Leveraged Finance, Private Equity, Financial Markets, Series 7, Credit Risk, Bonds, Corporate Finance, Financial Risk, Mutual Funds, Funding, Alternative Investments, Financial Structuring, Due Diligence, Derivatives, Investment Banking, Bloomberg, Equities, Options, Asset Management, Credit Derivatives, Financial Modeling, Hedging, Emerging Markets, Investment Management, Securitization, Institutional..., FX Options, Investment Strategies, Credit Analysis, Financial Advisory
Education
University of Notre Dame 1976 — 1980
BA, Government/International Relations
Washington University in St. Louis - Olin Business School 1980 — 1982
MBA, Finance
Robust Advisors, Inc. January 2013 - Present
Independent Consultant May 2011 - December 2012
BTIG LLC May 2010 - April 2011
Huxley Capital Management 2008 - June 2010
GSC Group 2005 - 2008
Merrill Lynch & Co 1991 - 2004
Skills
Structured Finance, ABS, MBS, Hedge Funds, Credit, Investments, Risk Management, Portfolio Management, Fixed Income, Valuation, Debt, Securities, CDO, CMBS, Capital Markets, Trading, Loan Origination, Leveraged Finance, Private Equity, Financial Markets, Series 7, Credit Risk, Bonds, Corporate Finance, Financial Risk, Mutual Funds, Funding, Alternative Investments, Financial Structuring, Due Diligence, Derivatives, Investment Banking, Bloomberg, Equities, Options, Asset Management, Credit Derivatives, Financial Modeling, Hedging, Emerging Markets, Investment Management, Securitization, Institutional..., FX Options, Investment Strategies, Credit Analysis, Financial Advisory
Education
University of Notre Dame 1976 — 1980
BA, Government/International Relations
Washington University in St. Louis - Olin Business School 1980 — 1982
MBA, Finance
Amber Colleen Lipson Amber Colleen Lipson's Merrill Lynch & Co. Experience January 1993 - January 1995
Job Sarbanes Oxley Internal Controls Consultant
Industry Writing and Editing
Experience
Super Media 2013 - 2014
RTI May 2009 - December 2009
RTI International May 2009 - December 2009
Independent Consultant June 2002 - December 2009
RTI International March 2006 - May 2008
Ernst & Young April 2005 - March 2006
Spectrasite Inc March 2003 - March 2005
SpectraSite Inc March 2003 - March 2005
PricewaterhouseCoopers, LLP January 1995 - January 2002
Merrill Lynch & Co January 1993 - January 1995
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, CPA, Variance Analysis, Financial Risk, Accounts Payable, Governance, Financial Reporting, Financial Analysis, Financial Accounting, COSO, Due Diligence, JD Edwards, Auditing, Internal Audit, Enterprise Risk..., Acquisition Integration, IT Audit, Finance
Education
Drexel University - LeBow College of Business 1989 — 1993
BS, Finance
Drexel University
Bachelor of Science, Business Administration; Accounting and Finance
Super Media 2013 - 2014
RTI May 2009 - December 2009
RTI International May 2009 - December 2009
Independent Consultant June 2002 - December 2009
RTI International March 2006 - May 2008
Ernst & Young April 2005 - March 2006
Spectrasite Inc March 2003 - March 2005
SpectraSite Inc March 2003 - March 2005
PricewaterhouseCoopers, LLP January 1995 - January 2002
Merrill Lynch & Co January 1993 - January 1995
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, CPA, Variance Analysis, Financial Risk, Accounts Payable, Governance, Financial Reporting, Financial Analysis, Financial Accounting, COSO, Due Diligence, JD Edwards, Auditing, Internal Audit, Enterprise Risk..., Acquisition Integration, IT Audit, Finance
Education
Drexel University - LeBow College of Business 1989 — 1993
BS, Finance
Drexel University
Bachelor of Science, Business Administration; Accounting and Finance
David Han's Merrill Lynch & Co. Experience September 2011 - August 2013
Job Investment Banking Analyst at CIT Group
Industry Financial Services
Experience
CIT August 2013 - Present
Merrill Lynch & Co September 2011 - August 2013
Red Bank Gallery September 2006 - June 2012
Merrill Lynch & Co June 2010 - September 2011
Merrill Lynch & Co June 2009 - August 2009
Skills
HTML, Korean, SQL, Investments, Bloomberg, JavaScript, Microsoft Office, Financial Modeling, Hedge Funds, DCF, Capital Markets, Bloomberg Terminal, Equity Research, Portfolio Management, Financial Analysis, Valuation, Private Equity, Alternative Investments, Derivatives, VBA, Corporate Finance, Equities, Fixed Income, Investment Banking, Analysis, Finance, Economics, Mutual Funds, Asset Allocation, Series 7, Quantitative Analytics, Asset Managment, LBO, Capital IQ, Quantitative Finance, Equity Valuation, Mergers & Acquisitions, Mergers
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S, Mathematics, Finance
Ocean
CIT August 2013 - Present
Merrill Lynch & Co September 2011 - August 2013
Red Bank Gallery September 2006 - June 2012
Merrill Lynch & Co June 2010 - September 2011
Merrill Lynch & Co June 2009 - August 2009
Skills
HTML, Korean, SQL, Investments, Bloomberg, JavaScript, Microsoft Office, Financial Modeling, Hedge Funds, DCF, Capital Markets, Bloomberg Terminal, Equity Research, Portfolio Management, Financial Analysis, Valuation, Private Equity, Alternative Investments, Derivatives, VBA, Corporate Finance, Equities, Fixed Income, Investment Banking, Analysis, Finance, Economics, Mutual Funds, Asset Allocation, Series 7, Quantitative Analytics, Asset Managment, LBO, Capital IQ, Quantitative Finance, Equity Valuation, Mergers & Acquisitions, Mergers
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S, Mathematics, Finance
Ocean
Bharat (Bert) Kiri, CPA's Merrill Lynch & Co. Experience 1996 - 1999
Job Accounting | Auditing & Compliance | Budget Development | Financial Analysis | Creating and Maintaining Database
Industry Accounting
Experience
National Grid February 2014 - Present
Holtz Rubenstein Reminick LLP 2011 - 2012
OFFICE OF MEDICIAD INSPECTOR GENERAL 2008 - 2010
NATIONAL GOVERNMENT SERVICES, INC 2006 - 2008
MUSS DEVELOPMENT, INC 2002 - 2005
LOEFFLER SELTZER & FLOCH, LLP 2000 - 2001
MERRILL LYNCH & CO 1996 - 1999
Skills
Account Reconciliation, Financial Analysis, Journal Entries, Bank Reconciliation, Budgets, Ad Hoc Reporting, Auditing, Accounting, Financial Reporting, Internal Controls, General Ledger, CPA, Internal Audit, Fixed Assets, Variance Analysis, Accruals, Bookkeeping, External Audit, Forecasting, Financial Audits, Accounts Receivable, Financial Statements, GAAP, Invoicing, Tax, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Cost Accounting, QuickBooks
Education
Pace University - Lubin School of Business 1982 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Queensborough Community College 1979 — 1982
Associate Degree (AAS), Accounting
National Grid February 2014 - Present
Holtz Rubenstein Reminick LLP 2011 - 2012
OFFICE OF MEDICIAD INSPECTOR GENERAL 2008 - 2010
NATIONAL GOVERNMENT SERVICES, INC 2006 - 2008
MUSS DEVELOPMENT, INC 2002 - 2005
LOEFFLER SELTZER & FLOCH, LLP 2000 - 2001
MERRILL LYNCH & CO 1996 - 1999
Skills
Account Reconciliation, Financial Analysis, Journal Entries, Bank Reconciliation, Budgets, Ad Hoc Reporting, Auditing, Accounting, Financial Reporting, Internal Controls, General Ledger, CPA, Internal Audit, Fixed Assets, Variance Analysis, Accruals, Bookkeeping, External Audit, Forecasting, Financial Audits, Accounts Receivable, Financial Statements, GAAP, Invoicing, Tax, Sarbanes-Oxley Act, Financial Accounting, US GAAP, Cost Accounting, QuickBooks
Education
Pace University - Lubin School of Business 1982 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Queensborough Community College 1979 — 1982
Associate Degree (AAS), Accounting
David Kolb David Kolb's Merrill Lynch & Co. Experience January 2001 - January 2003
Job Business Development for Ingenious Med
Industry Venture Capital & Private Equity
Experience
Ingenious Med August 2011 - Present
Foundation Capital November 2010 - July 2011
ATDC March 2010 - June 2011
Argenta Energy March 2009 - May 2010
Kerogen Resources July 2008 - March 2009
Spears Abacus Advisors August 2003 - June 2008
Merrill Lynch & Co January 2001 - January 2003
Skills
Business Development, Competitive Analysis, Due Diligence, Entrepreneurship, Great Motivator, Leadership, Management, Process Improvement, Start-ups, Strategy, Team Leadership, Valuation
Education
Georgia Institute of Technology 2009 — 2011
MBA, Finance, Entrepreneurship
Duke University 1997 — 2001
BA, Economics
Anglo American School of Moscow 1993 — 1997
Ingenious Med August 2011 - Present
Foundation Capital November 2010 - July 2011
ATDC March 2010 - June 2011
Argenta Energy March 2009 - May 2010
Kerogen Resources July 2008 - March 2009
Spears Abacus Advisors August 2003 - June 2008
Merrill Lynch & Co January 2001 - January 2003
Skills
Business Development, Competitive Analysis, Due Diligence, Entrepreneurship, Great Motivator, Leadership, Management, Process Improvement, Start-ups, Strategy, Team Leadership, Valuation
Education
Georgia Institute of Technology 2009 — 2011
MBA, Finance, Entrepreneurship
Duke University 1997 — 2001
BA, Economics
Anglo American School of Moscow 1993 — 1997
David Spingarn David Spingarn's Merrill Lynch & Co. Experience 1999 - 1999
Job Head of Strategy & Corporate Development, EVP at United Talent Agency
Industry Entertainment
Experience
United Talent Agency June 2010 - Present
Interscope Geffen A&M/Universal Music Group October 2006 - February 2010
Fox/News Corp. 2005 - 2006
The Walt Disney Company 2000 - 2005
Merrill Lynch & Co 1999 - 1999
CSC Index 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Business
University of Michigan 1990 — 1994
BBA, Business
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA
United Talent Agency June 2010 - Present
Interscope Geffen A&M/Universal Music Group October 2006 - February 2010
Fox/News Corp. 2005 - 2006
The Walt Disney Company 2000 - 2005
Merrill Lynch & Co 1999 - 1999
CSC Index 1994 - 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Business
University of Michigan 1990 — 1994
BBA, Business
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA
Rolfe Harden Rolfe Harden's Merrill Lynch & Co. Experience February 2004 - August 2006
Job Home Loan Advisor at Resolution Capital, L.P.
Industry Financial Services
Experience
Resolution Capital, L.P. August 2014 - Present
Harden SEO May 2011 - Present
imortgage November 2010 - April 2011
Nationstar Mortgage May 2009 - October 2010
WACHOVIA SECURITIES August 2008 - March 2009
DANIELS & ERICKSON FINANCIAL ADVISORY November 2006 - December 2007
MERRILL LYNCH & CO February 2004 - August 2006
COUNTRYWIDE HOME LOANS February 1996 - February 2004
COMMERCIAL NATIONAL BANK of DALLAS August 1988 - January 1996
Skills
SEO, Strategic Planning, Financial Analysis, Securities, Loan Origination, Leadership, Wealth Management, Executive Management, Business Strategy, Finance, Risk Management, Entrepreneurship, Credit Analysis, Asset Management, Business Development, Financial Modeling, Start-ups, Strategy
Education
Lamar University 1983 — 1988
Bachelor's Degree, Business Administration; Management Theory
The University of Texas at Austin 1985 — 1987
Business & Architecture
Resolution Capital, L.P. August 2014 - Present
Harden SEO May 2011 - Present
imortgage November 2010 - April 2011
Nationstar Mortgage May 2009 - October 2010
WACHOVIA SECURITIES August 2008 - March 2009
DANIELS & ERICKSON FINANCIAL ADVISORY November 2006 - December 2007
MERRILL LYNCH & CO February 2004 - August 2006
COUNTRYWIDE HOME LOANS February 1996 - February 2004
COMMERCIAL NATIONAL BANK of DALLAS August 1988 - January 1996
Skills
SEO, Strategic Planning, Financial Analysis, Securities, Loan Origination, Leadership, Wealth Management, Executive Management, Business Strategy, Finance, Risk Management, Entrepreneurship, Credit Analysis, Asset Management, Business Development, Financial Modeling, Start-ups, Strategy
Education
Lamar University 1983 — 1988
Bachelor's Degree, Business Administration; Management Theory
The University of Texas at Austin 1985 — 1987
Business & Architecture
Inbar Robbins Inbar Robbins's Merrill Lynch & Co. Experience April 2000 - December 2002
Job Hebrew School Principal at Perrineville Jewish Center
Industry Information Technology and Services
Experience
Perrineville Jewish Center January 2014 - Present
4 BIZ LLC June 2008 - Present
Kreppel Tax Advisory Group January 2010 - March 2010
Merrill Lynch & Co April 2000 - December 2002
Merrill Lynch 2000 - 2002
Merrill Lynch Investment Managers 2000 - 2002
OFFITBANK, A Wachovia Company November 1999 - April 2000
Interpublic Group of Companies August 1999 - October 1999
Salomon Smith Barney Holdings, Inc July 1996 - August 1999
American Historical Publications December 1993 - August 1995
Education
New York University 1997 — 1998
MA, Communication Arts and Media
Queens College 1994 — 1996
BA, Communication Arts and Media
University of Massachusetts, Amherst 1992 — 1994
Associates, Communications
Queens College
Bachelor of Arts, Communication Arts and Media
University of Massachusetts, Amherst
Communications Arts and Media Major
Perrineville Jewish Center January 2014 - Present
4 BIZ LLC June 2008 - Present
Kreppel Tax Advisory Group January 2010 - March 2010
Merrill Lynch & Co April 2000 - December 2002
Merrill Lynch 2000 - 2002
Merrill Lynch Investment Managers 2000 - 2002
OFFITBANK, A Wachovia Company November 1999 - April 2000
Interpublic Group of Companies August 1999 - October 1999
Salomon Smith Barney Holdings, Inc July 1996 - August 1999
American Historical Publications December 1993 - August 1995
Education
New York University 1997 — 1998
MA, Communication Arts and Media
Queens College 1994 — 1996
BA, Communication Arts and Media
University of Massachusetts, Amherst 1992 — 1994
Associates, Communications
Queens College
Bachelor of Arts, Communication Arts and Media
University of Massachusetts, Amherst
Communications Arts and Media Major
Dorothy Clay, MBA,MSIRE Dorothy Clay, MBA,MSIRE's Merrill Lynch & Co. Experience June 2002 - August 2002
Job Underwriter at Bank of America
Industry Real Estate
Experience
Bank of America July 2010 - Present
Bayview Loan Servicing February 2009 - August 2009
Silver Hill Financial, LLC November 2004 - February 2009
Doria Trading May 2003 - January 2004
Merrill Lynch & Co June 2002 - August 2002
Eusebio Hernandez, M.D August 2001 - March 2002
Skills
Project Management, Liaison, Loans, Financial Analysis, Credit, Underwriting, Real Estate, Valuation, Asset Managment, Due Diligence, Credit Analysis, Financial Modeling, Risk Management, Mortgage Lending, Investments, Process Improvement, Microsoft Excel, Budgets, Banking, Strategic Planning
Education
Florida International University 2007 — 2009
MSIRE, International Real Estate
Florida International University 2006 — 2009
MBA, Finance
University of Miami - School of Business 1999 — 2003
BBA, Finance and Marketing
West Side High School
Bank of America July 2010 - Present
Bayview Loan Servicing February 2009 - August 2009
Silver Hill Financial, LLC November 2004 - February 2009
Doria Trading May 2003 - January 2004
Merrill Lynch & Co June 2002 - August 2002
Eusebio Hernandez, M.D August 2001 - March 2002
Skills
Project Management, Liaison, Loans, Financial Analysis, Credit, Underwriting, Real Estate, Valuation, Asset Managment, Due Diligence, Credit Analysis, Financial Modeling, Risk Management, Mortgage Lending, Investments, Process Improvement, Microsoft Excel, Budgets, Banking, Strategic Planning
Education
Florida International University 2007 — 2009
MSIRE, International Real Estate
Florida International University 2006 — 2009
MBA, Finance
University of Miami - School of Business 1999 — 2003
BBA, Finance and Marketing
West Side High School
Dana Sanderson Dana Sanderson's Merrill Lynch & Co. Experience 1985 - 1987
Job Business Manager at The Village Doctor Concierge Family Practice
Industry Hospital & Health Care
Experience
The Village Doctor September 2012 - Present
Sanderson Studios, Inc. May 1997 - Present
Lucile Packard Children's Hospital June 2011 - December 2012
Yiftee January 2012 - September 2012
J. Walter Thompson February 1990 - October 1995
Westwood Group 1988 - 1990
Horn & Associates Investment Counseling 1987 - 1988
Merrill Lynch & Co 1985 - 1987
Joe Allen/Orso Restaurants 1981 - 1985
Lester Lanin Orchestras June 1980 - June 1981
Skills
Online Marketing, Marketing Communications, Marketing Strategy, Market Planning, Direct Marketing, Email Marketing, Product Marketing, Market Analysis, Social Media Marketing, Brand Development, Corporate Branding, Brand Awareness, Online Branding, Company Branding, Digital Branding, Brand Communication, Advertising, Online Advertising, Outdoor Advertising, Interactive Advertising, Radio Advertising, Broadcast Production, Broadcast Advertising, Listening Skills, Trendwatching, Team Motivator, Research, Integrated Marketing, B2B, Production, Digital Marketing, Social Media, Business Development, Marketing, Broadcast, Budgets, Management, Digital Strategy, Concierge Medicine, Account Management, Strategic Partnerships, Entrepreneurship, Mobile Marketing
Education
Georgetown University 1977 — 1981
BSFS, International Economics
The Village Doctor September 2012 - Present
Sanderson Studios, Inc. May 1997 - Present
Lucile Packard Children's Hospital June 2011 - December 2012
Yiftee January 2012 - September 2012
J. Walter Thompson February 1990 - October 1995
Westwood Group 1988 - 1990
Horn & Associates Investment Counseling 1987 - 1988
Merrill Lynch & Co 1985 - 1987
Joe Allen/Orso Restaurants 1981 - 1985
Lester Lanin Orchestras June 1980 - June 1981
Skills
Online Marketing, Marketing Communications, Marketing Strategy, Market Planning, Direct Marketing, Email Marketing, Product Marketing, Market Analysis, Social Media Marketing, Brand Development, Corporate Branding, Brand Awareness, Online Branding, Company Branding, Digital Branding, Brand Communication, Advertising, Online Advertising, Outdoor Advertising, Interactive Advertising, Radio Advertising, Broadcast Production, Broadcast Advertising, Listening Skills, Trendwatching, Team Motivator, Research, Integrated Marketing, B2B, Production, Digital Marketing, Social Media, Business Development, Marketing, Broadcast, Budgets, Management, Digital Strategy, Concierge Medicine, Account Management, Strategic Partnerships, Entrepreneurship, Mobile Marketing
Education
Georgetown University 1977 — 1981
BSFS, International Economics
Jennifer Pallicer Jennifer Pallicer's Merrill Lynch & Co. Experience May 2011 - June 2011
Job Student Coordinator at University of Miami Alumni Association
Industry Higher Education
Experience
University of Miami August 2011 - Present
University of Miami Alumni Association June 2014 - May 2015
Kids and Culture August 2012 - November 2014
University of Miami Behavioral Marketing Lab January 2014 - May 2014
Tri Delta Collegiate Women’s Fraternity April 2013 - January 2014
Sirius XM Radio Inc. June 2013 - August 2013
Merrill Lynch & Co May 2011 - June 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Higher Education, Social Media, Statistics, Spanish, Teaching, Data Analysis, Event Planning, Photoshop, Facebook, Editing, C++, Social Networking
Education
University of Miami 2012 — 2015
Bachelor of Arts (B.A.), English Language and Literature/Letters; Marketing
Semester at Sea 2011 — 2011
University of Miami August 2011 - Present
University of Miami Alumni Association June 2014 - May 2015
Kids and Culture August 2012 - November 2014
University of Miami Behavioral Marketing Lab January 2014 - May 2014
Tri Delta Collegiate Women’s Fraternity April 2013 - January 2014
Sirius XM Radio Inc. June 2013 - August 2013
Merrill Lynch & Co May 2011 - June 2011
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Higher Education, Social Media, Statistics, Spanish, Teaching, Data Analysis, Event Planning, Photoshop, Facebook, Editing, C++, Social Networking
Education
University of Miami 2012 — 2015
Bachelor of Arts (B.A.), English Language and Literature/Letters; Marketing
Semester at Sea 2011 — 2011
Maryanne McGovern Maryanne McGovern's Merrill Lynch & Co. Experience August 1995 - June 2002
Job Agent at Wealthguard Financial Architects
Industry Insurance
Experience
Wealthguard Financial Services, LLC January 2013 - Present
NFIB June 2012 - April 2013
Bank of America February 2011 - June 2012
UBS March 2009 - February 2011
Citi March 2008 - February 2009
Beneficial Bank July 2002 - February 2008
MERRILL LYNCH & CO August 1995 - June 2002
Beneficial Savings Bank February 1989 - August 1995
Skills
Professional Networking, Public Speaking, Team Leadership, Portfolio Management, Leadership, Retirement Planning, Insurance, Training, Business Networking, Mutual Funds, Investments, Sales, Management, Start-ups, Finance, Small Business, Banking, Financial Services
Education
Rosemont College 1996 — 1999
Bachelor of Science, Business Management
Wealthguard Financial Services, LLC January 2013 - Present
NFIB June 2012 - April 2013
Bank of America February 2011 - June 2012
UBS March 2009 - February 2011
Citi March 2008 - February 2009
Beneficial Bank July 2002 - February 2008
MERRILL LYNCH & CO August 1995 - June 2002
Beneficial Savings Bank February 1989 - August 1995
Skills
Professional Networking, Public Speaking, Team Leadership, Portfolio Management, Leadership, Retirement Planning, Insurance, Training, Business Networking, Mutual Funds, Investments, Sales, Management, Start-ups, Finance, Small Business, Banking, Financial Services
Education
Rosemont College 1996 — 1999
Bachelor of Science, Business Management
Nick Balamaci Nick Balamaci's Merrill Lynch & Co. Experience 1997 - 2000
Job VP, Head of Internal Communications at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2012 - Present
WILLIS GROUP HOLDINGS June 2010 - March 2012
RBS AMERICAS & CITIZENS FINANCIAL GROUP 2007 - 2009
CITIGROUP 2000 - 2007
MERRILL LYNCH & CO 1997 - 2000
U.S. SECURITIES AND EXCHANGE COMMISSION 1994 - 1997
PORT AUTHORITY OF NEW YORK & NEW JERSEY 1993 - 1994
OFFICE OF THE MAYOR, CITY OF NEW YORK 1989 - 1993
Skills
Government Relations, Community Relations, Philanthropy, Sponsorship, Internal Communications, Corporate Communications, Speech Writing
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Master of Arts, European History
Queens College, CUNY 1982 — 1986
Bachelor of Arts, History
Federal Reserve Bank of New York April 2012 - Present
WILLIS GROUP HOLDINGS June 2010 - March 2012
RBS AMERICAS & CITIZENS FINANCIAL GROUP 2007 - 2009
CITIGROUP 2000 - 2007
MERRILL LYNCH & CO 1997 - 2000
U.S. SECURITIES AND EXCHANGE COMMISSION 1994 - 1997
PORT AUTHORITY OF NEW YORK & NEW JERSEY 1993 - 1994
OFFICE OF THE MAYOR, CITY OF NEW YORK 1989 - 1993
Skills
Government Relations, Community Relations, Philanthropy, Sponsorship, Internal Communications, Corporate Communications, Speech Writing
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Master of Arts, European History
Queens College, CUNY 1982 — 1986
Bachelor of Arts, History
Henry J. Sanchez Henry J. Sanchez's Merrill Lynch & Co. Experience February 1997 - November 2000
Job Finance Professional
Industry Financial Services
Experience
Global Banking Solutions, LLC June 2014 - September 2014
Self Employed October 2010 - May 2014
State Street Global Services - AIS f/k/a Mourant Fund Services, LLC February 2010 - June 2010
Citigroup Global Markets June 2009 - October 2009
Citigroup Global Markets, Inc. August 2005 - February 2008
JPMorgan Partners, LLC December 2001 - August 2005
JPMorgan Partners 2000 - 2005
JPMorgan Partners, LLC November 2000 - December 2001
Merrill Lynch February 1997 - November 2000
Merrill Lynch & Co February 1997 - November 2000
Skills
Alternative Investments, Private Equity, Equities, Valuation, Treasury Management, Hedge Funds, Due Diligence, Derivatives, Mergers, Investments, Financial Risk, Finance, Mergers & Acquisitions, Securities, Financial Modeling, Corporate Finance, Accounting, Financial Structuring, Mutual Funds, Financial Analysis, Capital Markets, Financial Reporting, Risk Management, Financial Services
Education
Kean University 1988 — 1994
BS, Finance
Corporate Training Courses
Global Banking Solutions, LLC June 2014 - September 2014
Self Employed October 2010 - May 2014
State Street Global Services - AIS f/k/a Mourant Fund Services, LLC February 2010 - June 2010
Citigroup Global Markets June 2009 - October 2009
Citigroup Global Markets, Inc. August 2005 - February 2008
JPMorgan Partners, LLC December 2001 - August 2005
JPMorgan Partners 2000 - 2005
JPMorgan Partners, LLC November 2000 - December 2001
Merrill Lynch February 1997 - November 2000
Merrill Lynch & Co February 1997 - November 2000
Skills
Alternative Investments, Private Equity, Equities, Valuation, Treasury Management, Hedge Funds, Due Diligence, Derivatives, Mergers, Investments, Financial Risk, Finance, Mergers & Acquisitions, Securities, Financial Modeling, Corporate Finance, Accounting, Financial Structuring, Mutual Funds, Financial Analysis, Capital Markets, Financial Reporting, Risk Management, Financial Services
Education
Kean University 1988 — 1994
BS, Finance
Corporate Training Courses
William Kost, PMP William Kost, PMP's Merrill Lynch & Co. Experience June 1989 - June 1992
Job Program Manager GTW/Chenega
Industry Defense & Space
Experience
Defense Manpower Data Center / GTW Associates September 2012 - Present
Goodman Specialized Vehicles June 2010 - June 2011
Singer Associates Fire Equipment June 2007 - June 2010
Wachovia Securities LLC March 2000 - October 2006
Prudential Securities Inc June 1992 - March 2000
Merrill Lynch & Co June 1989 - June 1992
The National Bank of Washington June 1987 - February 1989
Skills
Business Development, Strategic Partnerships, Management, Strategy, CRM, Sales, Operations Management, Team Leadership, Budgets, Sales Management, Financial Analysis, Forecasting, Lead Generation, Coaching, Contract Management, Proposal Writing, Finance, Policy, Accounting, Portfolio Management, Business Intelligence, New Business Development, Marketing, Program Management, Strategic Planning, Enterprise Software, SharePoint, Leadership, Human Resources, Process Improvement
Education
Marietta College 1983 — 1987
B.A, Managerial Economics
Defense Manpower Data Center / GTW Associates September 2012 - Present
Goodman Specialized Vehicles June 2010 - June 2011
Singer Associates Fire Equipment June 2007 - June 2010
Wachovia Securities LLC March 2000 - October 2006
Prudential Securities Inc June 1992 - March 2000
Merrill Lynch & Co June 1989 - June 1992
The National Bank of Washington June 1987 - February 1989
Skills
Business Development, Strategic Partnerships, Management, Strategy, CRM, Sales, Operations Management, Team Leadership, Budgets, Sales Management, Financial Analysis, Forecasting, Lead Generation, Coaching, Contract Management, Proposal Writing, Finance, Policy, Accounting, Portfolio Management, Business Intelligence, New Business Development, Marketing, Program Management, Strategic Planning, Enterprise Software, SharePoint, Leadership, Human Resources, Process Improvement
Education
Marietta College 1983 — 1987
B.A, Managerial Economics
Thomas Cunniff - Seeking sales opportunities Thomas Cunniff - Seeking sales opportunities's Merrill Lynch & Co. Experience November 1990 - November 1993
Job Experienced Device/Diagnostic, Pharmaceutical, and B2B Sales Professional
Industry Medical Devices
Experience
Empire Auto Recovery, Inc. February 2013 - Present
Fujirebio Diagnostics, Inc. May 2012 - January 2013
Abbott Laboratories, Inc. October 2005 - March 2010
PDI Pharmaceutical, Inc. March 2003 - December 2004
Williams Communications December 2000 - March 2002
Cox Communications Inc October 1998 - October 2000
Nomura Securities International, Inc November 1993 - October 1998
Merrill Lynch & Co November 1990 - November 1993
Skills
Medical Devices, Gastroenterology, Pharmaceutical Industry, Healthcare, Oncology, Hospitals, Pharmaceutical Sales, OB/GYN, Cardiology, Clinical Research, Sales Management, Selling, Managed Care, Sales Effectiveness, Account Management, Product Launch, Hardware Diagnostics, Leadership, Endocrinology, Sales
Education
Long Island University
Bachelor of Science, Finance, 3.5
Empire Auto Recovery, Inc. February 2013 - Present
Fujirebio Diagnostics, Inc. May 2012 - January 2013
Abbott Laboratories, Inc. October 2005 - March 2010
PDI Pharmaceutical, Inc. March 2003 - December 2004
Williams Communications December 2000 - March 2002
Cox Communications Inc October 1998 - October 2000
Nomura Securities International, Inc November 1993 - October 1998
Merrill Lynch & Co November 1990 - November 1993
Skills
Medical Devices, Gastroenterology, Pharmaceutical Industry, Healthcare, Oncology, Hospitals, Pharmaceutical Sales, OB/GYN, Cardiology, Clinical Research, Sales Management, Selling, Managed Care, Sales Effectiveness, Account Management, Product Launch, Hardware Diagnostics, Leadership, Endocrinology, Sales
Education
Long Island University
Bachelor of Science, Finance, 3.5
Steven Moccio Steven Moccio's Merrill Lynch & Co. Experience October 1997 - October 1998
Job Management Consultant, PMP
Industry Management Consulting
Experience
Fountainhead Business Solutions, L.L.C. October 1998 - Present
Rutgers Business School September 2005 - September 2010
Merrill Lynch & Co October 1997 - October 1998
Prudential Insurance Co. of America August 1995 - October 1997
Bankers Trust Company February 1989 - August 1995
Skills
PMP, Certified Project..., Project Management, Program Management, Portfolio Management, Real Estate, Securities, Business Analysis, SDLC, Consensus Building, PMO, Process Improvement, Mergers, Financial Analysis, Financial Reporting, Leading Meetings, Professional Mentoring, Risk Management, Governance, Business Process..., Mergers & Acquisitions, Strategy, Vendor Management, Business Intelligence, Integration, Management Consulting, Consulting, Project Portfolio..., Enterprise Software, Management, Leadership, MS Project, Analysis, Financial Services, Finance, Software Documentation, Training, Business Requirements, Information Technology
Education
Rutgers Business School 1990 — 1995
MBA, Business, Real Estate
Rutgers College 1983 — 1988
BA, Economics
NBTHS 1979 — 1983
Fountainhead Business Solutions, L.L.C. October 1998 - Present
Rutgers Business School September 2005 - September 2010
Merrill Lynch & Co October 1997 - October 1998
Prudential Insurance Co. of America August 1995 - October 1997
Bankers Trust Company February 1989 - August 1995
Skills
PMP, Certified Project..., Project Management, Program Management, Portfolio Management, Real Estate, Securities, Business Analysis, SDLC, Consensus Building, PMO, Process Improvement, Mergers, Financial Analysis, Financial Reporting, Leading Meetings, Professional Mentoring, Risk Management, Governance, Business Process..., Mergers & Acquisitions, Strategy, Vendor Management, Business Intelligence, Integration, Management Consulting, Consulting, Project Portfolio..., Enterprise Software, Management, Leadership, MS Project, Analysis, Financial Services, Finance, Software Documentation, Training, Business Requirements, Information Technology
Education
Rutgers Business School 1990 — 1995
MBA, Business, Real Estate
Rutgers College 1983 — 1988
BA, Economics
NBTHS 1979 — 1983
Jed Broce Jed Broce's Merrill Lynch & Co. Experience March 2008 - May 2010
Job
Industry Financial Services
Experience
Wealthfront Inc. 2011 - Present
MERRILL LYNCH & CO March 2008 - May 2010
Thomas Weisel Partners November 1999 - March 2008
Skills
Asset Allocation, Financial Modeling, Financial Reporting, Team Management, Hedge Funds, Equities, Series 7, Bloomberg, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Asset Managment
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science, Business Administration; Finance
Wealthfront Inc. 2011 - Present
MERRILL LYNCH & CO March 2008 - May 2010
Thomas Weisel Partners November 1999 - March 2008
Skills
Asset Allocation, Financial Modeling, Financial Reporting, Team Management, Hedge Funds, Equities, Series 7, Bloomberg, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Asset Managment
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Science, Business Administration; Finance
Vin Das Vin Das's Merrill Lynch & Co. Experience February 2003 - February 2004
Job Program Manager and Business Consultant
Industry Marketing and Advertising
Experience
Columbus Consulting, Inc. February 2014 - Present
R/GA August 2011 - February 2014
American Express May 2010 - October 2011
Akorn, Inc. March 2004 - December 2009
Merrill Lynch & Co February 2003 - February 2004
Accenture April 2000 - September 2002
KPMG May 1999 - April 2000
Robert Wood Johnson Foundation 1997 - 1999
Skills
Cross-functional Team..., Leadership, Strategy, Business Process..., Project Management, Vendor Management, Business Analysis, SDLC, Business Intelligence, Quality Assurance, CRM, Business Development, Marketing Strategy, Visio, Consulting, Project Delivery, Information Technology, Strategic Planning, Financial Services, Management, Budgets, Digital Marketing, MS Project, Risk Management, E-commerce, Project Planning, Agile Project Management, Business Process..., Product Management, ITIL, Social Media
Education
Rutgers University-New Brunswick 1993 — 2000
Ph.D., Food Chemistry
Virginia Tech 1988 — 1992
B.S., Industrial Engineering
Columbus Consulting, Inc. February 2014 - Present
R/GA August 2011 - February 2014
American Express May 2010 - October 2011
Akorn, Inc. March 2004 - December 2009
Merrill Lynch & Co February 2003 - February 2004
Accenture April 2000 - September 2002
KPMG May 1999 - April 2000
Robert Wood Johnson Foundation 1997 - 1999
Skills
Cross-functional Team..., Leadership, Strategy, Business Process..., Project Management, Vendor Management, Business Analysis, SDLC, Business Intelligence, Quality Assurance, CRM, Business Development, Marketing Strategy, Visio, Consulting, Project Delivery, Information Technology, Strategic Planning, Financial Services, Management, Budgets, Digital Marketing, MS Project, Risk Management, E-commerce, Project Planning, Agile Project Management, Business Process..., Product Management, ITIL, Social Media
Education
Rutgers University-New Brunswick 1993 — 2000
Ph.D., Food Chemistry
Virginia Tech 1988 — 1992
B.S., Industrial Engineering
Gregg Tedeschi Gregg Tedeschi's Merrill Lynch & Co. Experience September 2007 - March 2009
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch April 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
Merrill Lynch September 2007 - March 2009
Merrill Lynch & Co September 2007 - March 2009
Merrill Lynch & Co June 2004 - August 2007
Morgan Stanley June 2002 - May 2004
Skills
Risk Management, Securities, Credit, Loans, Cash Management, Partner Relationship..., Bank Relationship..., Uniform Combined State..., Banking, Financial Services, Partner Management, Series 63, Series 7, Wealth Management, Financial Advisory, Mortgage Lending, Commercial Banking, Investment Advisory, Strategic Financial..., Private Banking
Education
Rutgers University-New Brunswick 1999 — 2004
Economics
Rutgers University-New Brunswick
Economics
Merrill Lynch April 2013 - Present
Wells Fargo Advisors April 2010 - April 2013
Merrill Lynch September 2007 - March 2009
Merrill Lynch & Co September 2007 - March 2009
Merrill Lynch & Co June 2004 - August 2007
Morgan Stanley June 2002 - May 2004
Skills
Risk Management, Securities, Credit, Loans, Cash Management, Partner Relationship..., Bank Relationship..., Uniform Combined State..., Banking, Financial Services, Partner Management, Series 63, Series 7, Wealth Management, Financial Advisory, Mortgage Lending, Commercial Banking, Investment Advisory, Strategic Financial..., Private Banking
Education
Rutgers University-New Brunswick 1999 — 2004
Economics
Rutgers University-New Brunswick
Economics
Peter Knipe Peter Knipe's Merrill Lynch & Co. Experience 1999 - 2006
Job Vice President at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial August 2007 - July 2009
Overture Financial March 2006 - July 2007
Merrill Lynch & Co 1999 - 2006
The Ayco Company March 1996 - August 1998
Skills
Product Management, Separately Managed..., Investment Management, Finance, Management, Financial Services, Product Development, CRM, Series 7, Investments, Alternative Investments, Mutual Funds, Series 63, Asset Allocation, FINRA, Asset Management
Education
Union College 1992 — 1996
BA, Economics
The Hotchkiss School 1989 — 1992
High School
Advisors Asset Management, Inc. July 2009 - Present
Clearbrook Financial August 2007 - July 2009
Overture Financial March 2006 - July 2007
Merrill Lynch & Co 1999 - 2006
The Ayco Company March 1996 - August 1998
Skills
Product Management, Separately Managed..., Investment Management, Finance, Management, Financial Services, Product Development, CRM, Series 7, Investments, Alternative Investments, Mutual Funds, Series 63, Asset Allocation, FINRA, Asset Management
Education
Union College 1992 — 1996
BA, Economics
The Hotchkiss School 1989 — 1992
High School
Robert Phillips's Merrill Lynch & Co. Experience April 1997 - June 2000
Job Managing Director at Bardi Co. LLC
Industry Investment Banking
Experience
Bardi Co. LLC April 2013 - Present
Sony Pictures Entertainment February 2008 - March 2013
20th Century Fox February 2006 - February 2008
McGladrey Capital Markets December 2003 - January 2006
Consolidated Risk Advisors October 2002 - October 2003
Friedman Billings Ramsey June 2001 - October 2002
Merrill Lynch & Co April 1997 - June 2000
Skills
Valuation, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Forecasting, Market Research, Due Diligence, Management, Risk Management, Finance, Restructuring, Mergers & Acquisitions, Sales, Negotiation, Strategy, Corporate Finance, Analysis, Market Analysis, Competitive Analysis, Analytics, Accounting, Corporate Development, Start-ups, Executive Management
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Finance
University of Hawaii John A. Burns School of Medicine 1995 — 1996
MS, Genetics and Molecular Biology
University of Hawaii at Manoa 1992 — 1995
BS, Biology
Bardi Co. LLC April 2013 - Present
Sony Pictures Entertainment February 2008 - March 2013
20th Century Fox February 2006 - February 2008
McGladrey Capital Markets December 2003 - January 2006
Consolidated Risk Advisors October 2002 - October 2003
Friedman Billings Ramsey June 2001 - October 2002
Merrill Lynch & Co April 1997 - June 2000
Skills
Valuation, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Forecasting, Market Research, Due Diligence, Management, Risk Management, Finance, Restructuring, Mergers & Acquisitions, Sales, Negotiation, Strategy, Corporate Finance, Analysis, Market Analysis, Competitive Analysis, Analytics, Accounting, Corporate Development, Start-ups, Executive Management
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
MBA, Finance
University of Hawaii John A. Burns School of Medicine 1995 — 1996
MS, Genetics and Molecular Biology
University of Hawaii at Manoa 1992 — 1995
BS, Biology
Roni Silberman McGuire's Merrill Lynch & Co. Experience 1987 - 1989
Job Stand Up for Rady Children's Hospital Peckham Center Gala CoChair at Rady Children's Hospital AuxiliaryRSF
Industry Nonprofit Organization Management
Experience
Real Estate Management 2014 - Present
Rady Children's Hospital Auxiliary-Rancho Santa Fe September 2009 - Present
Keller Williams Real Estate February 2008 - September 2009
The Vanguard Group 1994 - 1998
Standard & Poors 1992 - 1994
SIAC (a NYSE & AMEX subsidiary) 1989 - 1992
SIAC 1989 - 1992
Merrill Lynch & Co 1987 - 1989
Skills
Fundraising, Leadership, Marketing, Nonprofits, Public Speaking, SFR, Selling, Seniors, Strategic Planning
Education
University at Albany, SUNY 1981 — 1985
BS Economics, Minor: Computer Science
Real Estate Management 2014 - Present
Rady Children's Hospital Auxiliary-Rancho Santa Fe September 2009 - Present
Keller Williams Real Estate February 2008 - September 2009
The Vanguard Group 1994 - 1998
Standard & Poors 1992 - 1994
SIAC (a NYSE & AMEX subsidiary) 1989 - 1992
SIAC 1989 - 1992
Merrill Lynch & Co 1987 - 1989
Skills
Fundraising, Leadership, Marketing, Nonprofits, Public Speaking, SFR, Selling, Seniors, Strategic Planning
Education
University at Albany, SUNY 1981 — 1985
BS Economics, Minor: Computer Science
Raymond Mule' Raymond Mule''s Merrill Lynch & Co. Experience 1990 - 2001
Job Broker Associate Mule Realty Group Keller Williams Village Square Realty
Industry Real Estate
Experience
Keller Williams Village Square Realty September 2012 - Present
Davis Realtors 2005 - September 2012
Weichert Realtors 2001 - 2005
Merrill Lynch & Co 1990 - 2001
Shearson Lehman Brothers 1986 - 1990
JPMorgan Chase 1983 - 1986
IBM 1982 - 1983
Skills
Condos, Relocation, Short Sales, First Time Home Buyers, Real Estate, Residential Homes, Investment Properties, Townhomes, Sellers, Buyer Representation, New Home Sales, Listings, Single Family Homes, Luxury, Move Up Buyers, Real Property, Rentals, REO, Home Staging, New Homes, Referrals, Buyers, Foreclosures, Investors, Relocation Buyers, Real Estate Transactions, Sales, Investments, Seniors, FHA
Education
Pace University 1980 — 1984
BBA, Marketing and Technology
Xavier High School 1976 — 1980
Keller Williams Village Square Realty September 2012 - Present
Davis Realtors 2005 - September 2012
Weichert Realtors 2001 - 2005
Merrill Lynch & Co 1990 - 2001
Shearson Lehman Brothers 1986 - 1990
JPMorgan Chase 1983 - 1986
IBM 1982 - 1983
Skills
Condos, Relocation, Short Sales, First Time Home Buyers, Real Estate, Residential Homes, Investment Properties, Townhomes, Sellers, Buyer Representation, New Home Sales, Listings, Single Family Homes, Luxury, Move Up Buyers, Real Property, Rentals, REO, Home Staging, New Homes, Referrals, Buyers, Foreclosures, Investors, Relocation Buyers, Real Estate Transactions, Sales, Investments, Seniors, FHA
Education
Pace University 1980 — 1984
BBA, Marketing and Technology
Xavier High School 1976 — 1980
Robert Mandelbaum Robert Mandelbaum's Merrill Lynch & Co. Experience May 2007 - August 2007
Job VP Business Development at Amiee Lynn
Industry Apparel & Fashion
Experience
Amiee Lynn September 2014 - Present
Weg & Myers November 2013 - September 2014
Pasternack Tilker Ziegler Walsh Stanton & Romano L.L.C. May 2013 - November 2013
The William J. Clinton Foundation May 2011 - August 2011
Morris Duffy Alonso and Faley April 2010 - April 2011
G-III Apparel Group May 2009 - July 2009
G-III Apparel Group June 2008 - August 2008
Merrill Lynch & Co May 2007 - August 2007
Skills
Litigation, Civil Litigation, Legal Research, Intellectual Property, Legal Writing, Corporate Law, Commercial Litigation
Education
New York Law School 2009 — 2012
Juris Doctor
University of Wisconsin-Madison 2005 — 2009
Bachelor of Arts, Political Science
Amiee Lynn September 2014 - Present
Weg & Myers November 2013 - September 2014
Pasternack Tilker Ziegler Walsh Stanton & Romano L.L.C. May 2013 - November 2013
The William J. Clinton Foundation May 2011 - August 2011
Morris Duffy Alonso and Faley April 2010 - April 2011
G-III Apparel Group May 2009 - July 2009
G-III Apparel Group June 2008 - August 2008
Merrill Lynch & Co May 2007 - August 2007
Skills
Litigation, Civil Litigation, Legal Research, Intellectual Property, Legal Writing, Corporate Law, Commercial Litigation
Education
New York Law School 2009 — 2012
Juris Doctor
University of Wisconsin-Madison 2005 — 2009
Bachelor of Arts, Political Science
Thomas Cotterell, MBA, CIMA® Thomas Cotterell, MBA, CIMA®'s Merrill Lynch & Co. Experience March 1997 - March 2004
Job DirectorStrategic Relationships at Voya Financial
Industry Financial Services
Experience
ING U.S. Individual Markets January 2013 - Present
Destra Capital Management LLC April 2011 - September 2012
Cohen & Steers September 2010 - April 2011
Hilltopper Consulting LLC May 2009 - October 2010
Oppenheimer & Co March 2004 - April 2009
Merrill Lynch & Co March 1997 - March 2004
Lipper Analytical Services Inc March 1994 - March 1997
Alliance Capital Management January 1987 - March 1994
Skills
Equities, Asset Managment, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Separately Managed..., Investment Management, Financial Markets, Bloomberg, Relationship Management
Education
Monmouth University 1990 — 1993
Masters, Business Administration
Rider University 1980 — 1983
Bachelor of Science, Business Administration
ING U.S. Individual Markets January 2013 - Present
Destra Capital Management LLC April 2011 - September 2012
Cohen & Steers September 2010 - April 2011
Hilltopper Consulting LLC May 2009 - October 2010
Oppenheimer & Co March 2004 - April 2009
Merrill Lynch & Co March 1997 - March 2004
Lipper Analytical Services Inc March 1994 - March 1997
Alliance Capital Management January 1987 - March 1994
Skills
Equities, Asset Managment, Series 7, Alternative Investments, Mutual Funds, Hedge Funds, Series 63, Asset Allocation, Portfolio Management, Investments, Wealth Management, Fixed Income, Securities, Separately Managed..., Investment Management, Financial Markets, Bloomberg, Relationship Management
Education
Monmouth University 1990 — 1993
Masters, Business Administration
Rider University 1980 — 1983
Bachelor of Science, Business Administration
Linda Chopin Linda Chopin's Merrill Lynch & Co. Experience August 1987 - April 2001
Job Experienced Sr. Executive Assistant
Industry Financial Services
Experience
The Legend Group July 2014 - Present
STEPHENS INC. - Private Investment Banking Firm August 2008 - March 2011
CITIGROUP GLOBAL MARKETS INC December 2001 - March 2008
MERRILL LYNCH & CO August 1987 - April 2001
Skills
Accounting, Due Diligence, Banking, Finance, Investment Banking, Investments, Management, Financial Analysis, Portfolio Management, Risk Management, Internal Audit, Securities
Education
St. Petersburg College 1984 — 1990
General
The Legend Group July 2014 - Present
STEPHENS INC. - Private Investment Banking Firm August 2008 - March 2011
CITIGROUP GLOBAL MARKETS INC December 2001 - March 2008
MERRILL LYNCH & CO August 1987 - April 2001
Skills
Accounting, Due Diligence, Banking, Finance, Investment Banking, Investments, Management, Financial Analysis, Portfolio Management, Risk Management, Internal Audit, Securities
Education
St. Petersburg College 1984 — 1990
General
Hal Hermelee Hal Hermelee's Merrill Lynch & Co. Experience January 1989 - October 1991
Job Senior Managing Director at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities April 2014 - Present
Banc of Manhattan Capital March 2009 - April 2014
Countrywide Securities Corporation January 1996 - September 2008
Countrywide Capital Markets January 1996 - September 2008
Countrywide Financial January 1996 - September 2008
Hamilton, Carter, Smith & Co. December 1991 - December 1995
Merrill Lynch & Co January 1989 - October 1991
Drexel Burnham Lambert August 1987 - February 1989
Skills
Mortgage, Capital Markets, Loans, Securitization, Mortgage Banking, Fixed Income
Education
University of Michigan 1983 — 1987
Wunderlich Securities April 2014 - Present
Banc of Manhattan Capital March 2009 - April 2014
Countrywide Securities Corporation January 1996 - September 2008
Countrywide Capital Markets January 1996 - September 2008
Countrywide Financial January 1996 - September 2008
Hamilton, Carter, Smith & Co. December 1991 - December 1995
Merrill Lynch & Co January 1989 - October 1991
Drexel Burnham Lambert August 1987 - February 1989
Skills
Mortgage, Capital Markets, Loans, Securitization, Mortgage Banking, Fixed Income
Education
University of Michigan 1983 — 1987
Daniel Rooney's Merrill Lynch & Co. Experience August 2007 - March 2009
Job Senior Finance Operations Associate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan July 2013 - May 2014
J.P. Morgan June 2009 - July 2013
MERRILL LYNCH & CO August 2007 - March 2009
The Garden City Group January 2006 - August 2007
Skills
Financial Analysis, Accounting, Project Management, Loans, Microsoft Office Project, Visio, Microsoft Excel, SQL, Toad
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
MBA, Accounting
University of Michigan 2001 — 2005
BA, Economics
J.P. Morgan May 2014 - Present
J.P. Morgan July 2013 - May 2014
J.P. Morgan June 2009 - July 2013
MERRILL LYNCH & CO August 2007 - March 2009
The Garden City Group January 2006 - August 2007
Skills
Financial Analysis, Accounting, Project Management, Loans, Microsoft Office Project, Visio, Microsoft Excel, SQL, Toad
Education
St. John's University, The Peter J. Tobin College of Business 2007 — 2011
MBA, Accounting
University of Michigan 2001 — 2005
BA, Economics
Brandon Kirby Brandon Kirby's Merrill Lynch & Co. Experience June 2003 - August 2003
Job Business Manager at St Thomas More Catholic Parish
Industry Hospital & Health Care
Experience
St Thomas More Catholic Parish July 2013 - Present
Cleveland Clinic Foundation February 2009 - July 2013
National City Bank (Private Client Group) July 2008 - February 2009
NatCity Investments (Investment Services Group) July 2004 - July 2008
United States Marine Corps Reserves January 2007 - August 2007
Merrill Lynch & Co June 2003 - August 2003
Skills
Financial Analysis, Strategic Financial..., Leadership, Management, Finance, Financial Reporting, Portfolio Management, Insurance, Investments, Team Building, Budgets, Forecasting, Microsoft Office, PowerPoint, Access, Training, Software Documentation, Analysis, Microsoft Excel, Data Analysis, Strategic Planning
Education
Ohio University 2000 — 2004
Degree: Bachelor, Business Administration; Finance
Saint Ignatius High School 1996 — 2000
St Thomas More Catholic Parish July 2013 - Present
Cleveland Clinic Foundation February 2009 - July 2013
National City Bank (Private Client Group) July 2008 - February 2009
NatCity Investments (Investment Services Group) July 2004 - July 2008
United States Marine Corps Reserves January 2007 - August 2007
Merrill Lynch & Co June 2003 - August 2003
Skills
Financial Analysis, Strategic Financial..., Leadership, Management, Finance, Financial Reporting, Portfolio Management, Insurance, Investments, Team Building, Budgets, Forecasting, Microsoft Office, PowerPoint, Access, Training, Software Documentation, Analysis, Microsoft Excel, Data Analysis, Strategic Planning
Education
Ohio University 2000 — 2004
Degree: Bachelor, Business Administration; Finance
Saint Ignatius High School 1996 — 2000
Anne Dubon Anne Dubon's Merrill Lynch & Co. Experience April 2000 - August 2001
Job Relationship Team ManagerFixed Income at Dealogic
Industry Financial Services
Experience
Dealogic March 2015 - Present
Tradeweb May 2013 - November 2014
Tradeweb Retail November 2011 - May 2013
DAVID WILLIAM SECURITIES May 2009 - January 2011
HSBC SECURITIES (USA) INC August 2001 - November 2007
MERRILL LYNCH & CO April 2000 - August 2001
PERSHING DIVISION OF DLJ SECURITIES June 1999 - April 2000
NOMURA SECURITIES INTERNATIONAL, Inc October 1994 - December 1998
PRUDENTIAL SECURITES INCORPORATED March 1992 - August 1994
Prudential Securities March 1990 - August 1994
Skills
Fixed Income, Series 63, Investments, Securities, Equities, Bonds, Series 7, Trading, Investment Banking, Finance, Emerging Markets, Capital Markets, Business Development, Bloomberg, Wealth Management, Financial Markets, Marketing, Electronic Trading, FINRA, Trading Systems, Management
Education
University of Scranton 1984 — 1988
B.S, Marketing
Dealogic March 2015 - Present
Tradeweb May 2013 - November 2014
Tradeweb Retail November 2011 - May 2013
DAVID WILLIAM SECURITIES May 2009 - January 2011
HSBC SECURITIES (USA) INC August 2001 - November 2007
MERRILL LYNCH & CO April 2000 - August 2001
PERSHING DIVISION OF DLJ SECURITIES June 1999 - April 2000
NOMURA SECURITIES INTERNATIONAL, Inc October 1994 - December 1998
PRUDENTIAL SECURITES INCORPORATED March 1992 - August 1994
Prudential Securities March 1990 - August 1994
Skills
Fixed Income, Series 63, Investments, Securities, Equities, Bonds, Series 7, Trading, Investment Banking, Finance, Emerging Markets, Capital Markets, Business Development, Bloomberg, Wealth Management, Financial Markets, Marketing, Electronic Trading, FINRA, Trading Systems, Management
Education
University of Scranton 1984 — 1988
B.S, Marketing
Daniel C. Millen's Merrill Lynch & Co. Experience May 2006 - January 2009
Job Director of Business Development at Bloom Tree Partners
Industry Investment Management
Experience
Bloom Tree Partners March 2012 - Present
RBC August 2010 - March 2012
Bostwick Capital, LLC February 2009 - October 2010
Merrill Lynch & Co May 2006 - January 2009
Tandem Investments Advisors October 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Due Diligence, Alternative Investments, Hedge Funds, Series 7, Equities, Marketing, Bloomberg, Risk Management
Education
University of Mississippi 2001 — 2006
BA, Political Science
University of Mississippi 2001 — 2006
BA, Political Science
Christchurch School
Bloom Tree Partners March 2012 - Present
RBC August 2010 - March 2012
Bostwick Capital, LLC February 2009 - October 2010
Merrill Lynch & Co May 2006 - January 2009
Tandem Investments Advisors October 2005 - December 2005
Merrill Lynch June 2005 - August 2005
Skills
Due Diligence, Alternative Investments, Hedge Funds, Series 7, Equities, Marketing, Bloomberg, Risk Management
Education
University of Mississippi 2001 — 2006
BA, Political Science
University of Mississippi 2001 — 2006
BA, Political Science
Christchurch School
Patrick Clancy Patrick Clancy's Merrill Lynch & Co. Experience January 2011 - May 2011
Job Associate at KKR
Industry Financial Services
Experience
KKR July 2015 - Present
Morgan Stanley June 2013 - July 2015
Georgetown Collegiate Investors, LLC January 2012 - January 2013
Morgan Stanley June 2012 - August 2012
The Halifax Group, LLC September 2011 - February 2012
Georgetown Collegiate Investors, LLC January 2011 - January 2012
Cantor Fitzgerald May 2011 - August 2011
Merrill Lynch & Co January 2011 - May 2011
Skills
Investments, Private Equity, Financial Modeling, Investment Banking, Capital Markets, Equities, Financial Analysis, Valuation, Equity Research, Bloomberg Terminal, Portfolio Management, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2009 — 2013
University of Oxford, Trinity College
International Finance and Strategic Management
KKR July 2015 - Present
Morgan Stanley June 2013 - July 2015
Georgetown Collegiate Investors, LLC January 2012 - January 2013
Morgan Stanley June 2012 - August 2012
The Halifax Group, LLC September 2011 - February 2012
Georgetown Collegiate Investors, LLC January 2011 - January 2012
Cantor Fitzgerald May 2011 - August 2011
Merrill Lynch & Co January 2011 - May 2011
Skills
Investments, Private Equity, Financial Modeling, Investment Banking, Capital Markets, Equities, Financial Analysis, Valuation, Equity Research, Bloomberg Terminal, Portfolio Management, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2009 — 2013
University of Oxford, Trinity College
International Finance and Strategic Management
Eric Bentley's Merrill Lynch & Co. Experience 1997 - 2000
Job
Industry Investment Banking
Experience
Finisar 2011 - Present
LRG Capital/BayStar Capital March 2007 - March 2011
Cowen & Co. April 2004 - March 2007
Thomas Weisel Partners 2000 - 2004
New Focus 2000 - 2003
Merrill Lynch & Co 1997 - 2000
Arthur Andersen LLP 1990 - 1995
Arthur Andersen 1990 - 1995
Skills
Venture Capital, Strategic Partnerships, Due Diligence, Corporate Development, Mergers & Acquisitions, Management, Portfolio Management, Mergers, M&A experience, Business Development, Start-ups, Financial Analysis, Contract Negotiation, Investments, Product Management, Enterprise Software, Telecommunications, Financial Modeling, Strategy, Business Strategy, Private Equity, Investment Banking, Acquisition Integration, Competitive Analysis, Executive Management, Entrepreneurship, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Harvard University 1986 — 1990
AB
Finisar 2011 - Present
LRG Capital/BayStar Capital March 2007 - March 2011
Cowen & Co. April 2004 - March 2007
Thomas Weisel Partners 2000 - 2004
New Focus 2000 - 2003
Merrill Lynch & Co 1997 - 2000
Arthur Andersen LLP 1990 - 1995
Arthur Andersen 1990 - 1995
Skills
Venture Capital, Strategic Partnerships, Due Diligence, Corporate Development, Mergers & Acquisitions, Management, Portfolio Management, Mergers, M&A experience, Business Development, Start-ups, Financial Analysis, Contract Negotiation, Investments, Product Management, Enterprise Software, Telecommunications, Financial Modeling, Strategy, Business Strategy, Private Equity, Investment Banking, Acquisition Integration, Competitive Analysis, Executive Management, Entrepreneurship, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Harvard University 1986 — 1990
AB
Marc Marini's Merrill Lynch & Co. Experience August 1999 - September 2009
Job
Industry Insurance
Experience
American International Group February 2010 - March 2015
Thomson Reuters November 2009 - February 2010
Merrill Lynch & Co August 1999 - September 2009
GE Capital March 1996 - August 1999
Lockheed Martin Space Systems Company January 1990 - March 1996
General Electric July 1979 - December 1989
Skills
Contract Negotiations, Six Sigma, Mergers, Budgeting, Outsourcing, Supply Management, Management, Mergers & Acquisitions, Contract Negotiation, Procurement, Change Management, Process Improvement, Budgets, Cross-functional Team..., Sourcing, Leadership, Risk Management, Contract Management, Program Management, Vendor Management, Team Building, Negotiation, Talent Management, Finance, Business Process..., Strategic Sourcing, Financial Services
Education
Penn State University
BS
Villanova University
MBA
American International Group February 2010 - March 2015
Thomson Reuters November 2009 - February 2010
Merrill Lynch & Co August 1999 - September 2009
GE Capital March 1996 - August 1999
Lockheed Martin Space Systems Company January 1990 - March 1996
General Electric July 1979 - December 1989
Skills
Contract Negotiations, Six Sigma, Mergers, Budgeting, Outsourcing, Supply Management, Management, Mergers & Acquisitions, Contract Negotiation, Procurement, Change Management, Process Improvement, Budgets, Cross-functional Team..., Sourcing, Leadership, Risk Management, Contract Management, Program Management, Vendor Management, Team Building, Negotiation, Talent Management, Finance, Business Process..., Strategic Sourcing, Financial Services
Education
Penn State University
BS
Villanova University
MBA
Igor Modlin's Merrill Lynch & Co. Experience March 1996 - October 1996
Job Trading & Risk Product Development at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs June 2005 - Present
Lehman Brothers October 1996 - June 2005
Merrill Lynch & Co March 1996 - October 1996
Morgan Stanley July 1995 - March 1996
Skills
Product Development, Pricing, Management, Equities, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Electronic Trading, Prime Brokerage, Equity Derivatives, Capital Markets, Bloomberg, Equity Trading, Series 7
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Quantitative Finance and Law & Business
New York University 1992 — 1995
BS, Computer Science & Math
Goldman Sachs June 2005 - Present
Lehman Brothers October 1996 - June 2005
Merrill Lynch & Co March 1996 - October 1996
Morgan Stanley July 1995 - March 1996
Skills
Product Development, Pricing, Management, Equities, Trading Systems, Hedge Funds, Fixed Income, Derivatives, Electronic Trading, Prime Brokerage, Equity Derivatives, Capital Markets, Bloomberg, Equity Trading, Series 7
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Quantitative Finance and Law & Business
New York University 1992 — 1995
BS, Computer Science & Math
Damon Gallo's Merrill Lynch & Co. Experience 2002 - 2003
Job VP, Senior Trading Platform Manager
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
GAIN Capital December 2011 - November 2013
GAIN Capital March 2007 - December 2011
Gain Capital January 2005 - March 2007
Hold Brothers LLC 2003 - 2004
Merrill Lynch & Co 2002 - 2003
Skills
FX trading, Financial Risk, Electronic Trading, FX Options, Equities, Commodity Markets, Risk Systems, Relationship Management, International Capital..., Market Analysis, Product Development, Project Management, Business Analysis, Business Strategy, Business Development, Trading Systems, Trading System..., FX Trading
Education
Pace University - Lubin School of Business
Finance
Merrill Lynch April 2014 - Present
GAIN Capital December 2011 - November 2013
GAIN Capital March 2007 - December 2011
Gain Capital January 2005 - March 2007
Hold Brothers LLC 2003 - 2004
Merrill Lynch & Co 2002 - 2003
Skills
FX trading, Financial Risk, Electronic Trading, FX Options, Equities, Commodity Markets, Risk Systems, Relationship Management, International Capital..., Market Analysis, Product Development, Project Management, Business Analysis, Business Strategy, Business Development, Trading Systems, Trading System..., FX Trading
Education
Pace University - Lubin School of Business
Finance
Ma'Adwoa Banful's Merrill Lynch & Co. Experience February 2008 - Present
Job Merrill Lynch & Co
Industry Financial Services
Experience
Merrill Lynch & Co February 2008 - Present
Deloitte Consulting 2010 - 2010
Merrill Lynch July 2005 - February 2008
Karmaloop.com 2004 - 2004
Education
Harvard University 2001 — 2005
Merrill Lynch & Co February 2008 - Present
Deloitte Consulting 2010 - 2010
Merrill Lynch July 2005 - February 2008
Karmaloop.com 2004 - 2004
Education
Harvard University 2001 — 2005
Dushyant Pandit's Merrill Lynch & Co. Experience 2000 - 2002
Job Investment Advisor at Dorchester Advisors
Industry Investment Management
Experience
Dorchester Advisors 2010 - Present
Tocqueville Asset Management 2003 - 2010
Merrill Lynch & Co 2000 - 2002
BearingPoint (KPMG Consulting) 1999 - 2000
Gruntal & Company 1997 - 1999
PNC Financial Service Group 1988 - 1997
Hay Group 1979 - 1988
Skills
Value Investing, Investments, investment management, Portfolio Management, Registered Investment..., RIA, Financial Advisory, Financial Advice, Wealth Management, Private Wealth..., Wealth, Simplification, Management Consulting, Mutual Funds, Financial Planning, Equities, Marketing Strategy, Asset Allocation, Investment Advisory, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Elphinstone College 1975 — 1977
B.Sc.
St. Xavier's College 1974 — 1975
Inter Sc.
Campion High School, Bombay
Dorchester Advisors 2010 - Present
Tocqueville Asset Management 2003 - 2010
Merrill Lynch & Co 2000 - 2002
BearingPoint (KPMG Consulting) 1999 - 2000
Gruntal & Company 1997 - 1999
PNC Financial Service Group 1988 - 1997
Hay Group 1979 - 1988
Skills
Value Investing, Investments, investment management, Portfolio Management, Registered Investment..., RIA, Financial Advisory, Financial Advice, Wealth Management, Private Wealth..., Wealth, Simplification, Management Consulting, Mutual Funds, Financial Planning, Equities, Marketing Strategy, Asset Allocation, Investment Advisory, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1977 — 1979
MBA
Elphinstone College 1975 — 1977
B.Sc.
St. Xavier's College 1974 — 1975
Inter Sc.
Campion High School, Bombay
Jason Pawliczak's Merrill Lynch & Co. Experience July 2006 - Present
Job Vice President, Merrill Lynch & Co
Industry Capital Markets
Kenny Hanrahanken's Merrill Lynch & Co. Experience August 2001 - Present
Job Specalist
Industry Financial Services
Experience
Merrill Lynch & CO August 2001 - Present
Education
Saint Mary's University of Minnesota 1993 — 1997
BA, History
Merrill Lynch & CO August 2001 - Present
Education
Saint Mary's University of Minnesota 1993 — 1997
BA, History
Christine Ott's Merrill Lynch & Co. Experience January 1997 - January 1998
Job Marketing Coordinator at Segal LaBate Commercial Real Estate
Industry Design
Experience
Segal LaBate Commercial Real Estate March 2012 - Present
Ottseetotsee Design and Editorial Services January 2002 - Present
Haddon House Food Products January 1998 - January 2002
Merrill Lynch & Co January 1997 - January 1998
Public Strategies/Impact, LLC January 1995 - January 1997
MicroWarehouse, Inc January 1994 - January 1995
JKA Advertising January 1993 - January 1994
Atlantic City Press January 1990 - January 1994
Skills
InDesign, Brochures, Graphic Design, Mac, Illustrator, Copy Editing, Art, QuarkXPress, Adobe Creative Suite, Editing, Master Gardener, Editorial, Press Releases, Magazines, Advertising, Social Media Marketing, Social Media...
Education
The College of New Jersey 1987 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
The College of New Jersey 1987 — 1992
B.A., Mass Communication/Media Studies
Segal LaBate Commercial Real Estate March 2012 - Present
Ottseetotsee Design and Editorial Services January 2002 - Present
Haddon House Food Products January 1998 - January 2002
Merrill Lynch & Co January 1997 - January 1998
Public Strategies/Impact, LLC January 1995 - January 1997
MicroWarehouse, Inc January 1994 - January 1995
JKA Advertising January 1993 - January 1994
Atlantic City Press January 1990 - January 1994
Skills
InDesign, Brochures, Graphic Design, Mac, Illustrator, Copy Editing, Art, QuarkXPress, Adobe Creative Suite, Editing, Master Gardener, Editorial, Press Releases, Magazines, Advertising, Social Media Marketing, Social Media...
Education
The College of New Jersey 1987 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
The College of New Jersey 1987 — 1992
B.A., Mass Communication/Media Studies
Alejandro Guerrero's Merrill Lynch & Co. Experience 2002 - 2004
Job CoFounder and General Partner at Technicolor Ventures
Industry Entertainment
Experience
Technicolor Ventures April 2014 - Present
Technicolor January 2013 - July 2014
Technicolor Digital Productions May 2009 - December 2012
Technicolor Out of Home Media Networks Division February 2007 - May 2009
Thomson/Technicolor August 2004 - January 2007
Merrill Lynch & Co 2002 - 2004
Skills
Strategic Partnerships, Mergers & Acquisitions, Digital Distribution, Mergers, Due Diligence, Corporate Development, Strategy, M&A experience, Business Development, Executive Management, Venture Capital, Business Strategy, VOD, Financial Modeling, P&L Management, Start-ups, Finance, Animal Husbandry, Digital Media, New Media, Management, Go-to-market Strategy, Product Management
Education
Stanford University Graduate School of Business 2000 — 2002
University of California, Berkeley, Haas School of Business 1991 — 1996
BS, Finance
Technicolor Ventures April 2014 - Present
Technicolor January 2013 - July 2014
Technicolor Digital Productions May 2009 - December 2012
Technicolor Out of Home Media Networks Division February 2007 - May 2009
Thomson/Technicolor August 2004 - January 2007
Merrill Lynch & Co 2002 - 2004
Skills
Strategic Partnerships, Mergers & Acquisitions, Digital Distribution, Mergers, Due Diligence, Corporate Development, Strategy, M&A experience, Business Development, Executive Management, Venture Capital, Business Strategy, VOD, Financial Modeling, P&L Management, Start-ups, Finance, Animal Husbandry, Digital Media, New Media, Management, Go-to-market Strategy, Product Management
Education
Stanford University Graduate School of Business 2000 — 2002
University of California, Berkeley, Haas School of Business 1991 — 1996
BS, Finance
Jeffrey J. Pena's Merrill Lynch & Co. Experience May 2006 - March 2007
Job IR Professional with Equity Research Background
Industry Financial Services
Experience
Dana Holding Corporation April 2015 - Present
LOTUS ASSET MANAGEMENT March 2010 - April 2015
PIETRYLA ENTERPRISES, INC March 2007 - March 2010
MERRILL LYNCH & CO May 2006 - March 2007
MERRILL LYNCH & CO November 2004 - May 2006
Skills
Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Bloomberg, Research, Excel, Equities, Equity Research, Forecasting, Word, Competitive Analysis, Investor Relations, Financial Communications, Mergers & Acquisitions, Sales, Capital Markets
Education
University of Iowa 2000 — 2004
Bachelor of Business Administration, Finance
Dana Holding Corporation April 2015 - Present
LOTUS ASSET MANAGEMENT March 2010 - April 2015
PIETRYLA ENTERPRISES, INC March 2007 - March 2010
MERRILL LYNCH & CO May 2006 - March 2007
MERRILL LYNCH & CO November 2004 - May 2006
Skills
Valuation, Financial Analysis, Financial Modeling, Microsoft Office, Bloomberg, Research, Excel, Equities, Equity Research, Forecasting, Word, Competitive Analysis, Investor Relations, Financial Communications, Mergers & Acquisitions, Sales, Capital Markets
Education
University of Iowa 2000 — 2004
Bachelor of Business Administration, Finance
Sue Squires's Merrill Lynch & Co. Experience December 1987 - October 1998
Job Executive MyStylist and Corporate Sales at Macy's Inc. "Fashion for Him, Her and Home"
Industry Retail
Experience
Macy's Inc. May 2015 - Present
Macy's Inc. July 2014 - May 2015
Macy's Inc., Estee Lauder Corp: Origins March 2013 - June 2014
Macy's Inc., The Jones Group: Jones New York Collection September 2009 - February 2013
Branchburg Township School District October 1998 - June 2007
Merrill Lynch December 1987 - October 1998
Merrill Lynch & Co December 1987 - October 1998
Merrill Lynch December 1985 - December 1987
Merrill Lynch December 1983 - December 1985
Merrill Lynch June 1981 - December 1983
Skills
10 plus years of Sales..., Corporate Networking, Charitable Fundraising, Special Education..., Special Events..., Training, Corporations, Fundraising, Strategic Planning, Marketing, Program Management, Public Speaking, Process Improvement, Management, Entrepreneurship, Leadership, PowerPoint, Nonprofits, Coaching, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Social Networking, Educational Leadership, Lifestyle Coaching, Life Transitions, Promotions, Fashion Shows, Beauty Industry, Cosmetics, Merchandising, Visual Merchandising, Youth Development, Yoga, Nutrition, Fitness, Interviews, Non-profit Volunteer, Organization, Writing, Youth Mentoring
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Fordham University - College at Lincoln Center
BA, Economics
New York University
Macy's Inc. May 2015 - Present
Macy's Inc. July 2014 - May 2015
Macy's Inc., Estee Lauder Corp: Origins March 2013 - June 2014
Macy's Inc., The Jones Group: Jones New York Collection September 2009 - February 2013
Branchburg Township School District October 1998 - June 2007
Merrill Lynch December 1987 - October 1998
Merrill Lynch & Co December 1987 - October 1998
Merrill Lynch December 1985 - December 1987
Merrill Lynch December 1983 - December 1985
Merrill Lynch June 1981 - December 1983
Skills
10 plus years of Sales..., Corporate Networking, Charitable Fundraising, Special Education..., Special Events..., Training, Corporations, Fundraising, Strategic Planning, Marketing, Program Management, Public Speaking, Process Improvement, Management, Entrepreneurship, Leadership, PowerPoint, Nonprofits, Coaching, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Social Networking, Educational Leadership, Lifestyle Coaching, Life Transitions, Promotions, Fashion Shows, Beauty Industry, Cosmetics, Merchandising, Visual Merchandising, Youth Development, Yoga, Nutrition, Fitness, Interviews, Non-profit Volunteer, Organization, Writing, Youth Mentoring
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Fordham University - College at Lincoln Center
BA, Economics
New York University
Becky Cass's Merrill Lynch & Co. Experience 1997 - 2001
Job Financial Services Professional
Industry Financial Services
Anne Drennan's Merrill Lynch & Co. Experience 1992 - 1994
Job Independent Investment Management Professional
Industry Investment Management
Experience
Various Charitable and Civic Organizations January 2000 - Present
Brown and Keene Travel 2001 - 2011
Brown and Keene Travel 2001 - 2011
Board of Pensions of the Presbyterian Church July 2004 - May 2010
Alumni Board, DePaul University 2006 - 2008
DePaul University 2000 - 2006
AllianceBernstein April 1995 - January 2002
Merrill Lynch & Co 1992 - 1994
McDonald's Corporation 1988 - 1992
Skills
Investment Management, Portfolio Management, Hedge Funds, Financial Analysis, Equities, Asset Allocation, Mergers, Financial Modeling, Fixed Income, Alternative Investments, Mergers & Acquisitions, Pensions, Capital Markets, Asset Management, Financial Markets, Investments, Securities, Valuation, Private Equity
Education
DePaul University
The University of Chicago Booth School of Business
MBA, International Business and Finance
Various Charitable and Civic Organizations January 2000 - Present
Brown and Keene Travel 2001 - 2011
Brown and Keene Travel 2001 - 2011
Board of Pensions of the Presbyterian Church July 2004 - May 2010
Alumni Board, DePaul University 2006 - 2008
DePaul University 2000 - 2006
AllianceBernstein April 1995 - January 2002
Merrill Lynch & Co 1992 - 1994
McDonald's Corporation 1988 - 1992
Skills
Investment Management, Portfolio Management, Hedge Funds, Financial Analysis, Equities, Asset Allocation, Mergers, Financial Modeling, Fixed Income, Alternative Investments, Mergers & Acquisitions, Pensions, Capital Markets, Asset Management, Financial Markets, Investments, Securities, Valuation, Private Equity
Education
DePaul University
The University of Chicago Booth School of Business
MBA, International Business and Finance
Sangita Gupta's Merrill Lynch & Co. Experience July 2008 - September 2008
Job MBA Graduate currently seeking New Opportunities
Industry Human Resources
Experience
Merrill Lynch & Co July 2008 - September 2008
Saint Joseph’s University January 2006 - March 2007
Essen Bright Private Ltd October 2004 - December 2005
Skills
Microsoft Office, Strategy, Business Analysis, Microsoft Excel, Research, SQL, Project Management, Analysis, Public Speaking, Requirements Analysis, Recruiting, Human Resources, Analytics, Management, Marketing, Strategic Planning
Education
Saint Joseph's University 2006 — 2007
R.V. College of Engineering
Master of Science; Bachelor of Science, Business Intelligence (Decision and System Sciences); Computer Science and Engineering
R. V. College of Engineering, Bangalore
Bachelor's degree, Computer science & Engineering
Saint Joseph's University
Master of Business Administration, Human Resource Management
Merrill Lynch & Co July 2008 - September 2008
Saint Joseph’s University January 2006 - March 2007
Essen Bright Private Ltd October 2004 - December 2005
Skills
Microsoft Office, Strategy, Business Analysis, Microsoft Excel, Research, SQL, Project Management, Analysis, Public Speaking, Requirements Analysis, Recruiting, Human Resources, Analytics, Management, Marketing, Strategic Planning
Education
Saint Joseph's University 2006 — 2007
R.V. College of Engineering
Master of Science; Bachelor of Science, Business Intelligence (Decision and System Sciences); Computer Science and Engineering
R. V. College of Engineering, Bangalore
Bachelor's degree, Computer science & Engineering
Saint Joseph's University
Master of Business Administration, Human Resource Management
Jacqueline Vahab's Merrill Lynch & Co. Experience June 2002 - December 2003
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Merrill Lynch February 2013 - Present
Invesco August 2012 - November 2012
Morgan Stanley Smith Barney June 2007 - August 2012
Oppenheimer & Co, Inc December 2003 - May 2007
Merrill Lynch & Co June 2002 - December 2003
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Wealth Management..., Investment Strategies, Fixed Annuities, Retirement, Financial Advisory, Bonds, Hedge Funds, Series 65, Business Strategy, New Business Development, Success Driven, Sales Management, National Accounts, Financial Modeling, Investment Management, Relationship Management, Retirement Planning
Education
University of Maryland, College 2000 — 2002
BA, Psychology
University of Massachusetts, Amherst 1998 — 2000
Marc Daniel's Merrill Lynch & Co. Experience 1993 - 2000
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
SunTrust Robinson Humphrey January 2013 - Present
UBS Investment Bank August 2011 - December 2012
RBC Capital Markets 2004 - August 2011
Bear Stearns 2000 - 2004
Merrill Lynch & Co 1993 - 2000
Davis Polk & Wardwell 1990 - 1993
Manufacturers Hanover Trust 1983 - 1986
Education
The University of Chicago - Booth School of Business 1986 — 1990
MBA
University of Chicago Law School 1986 — 1990
JD
Princeton University 1979 — 1983
AB, History
Satya Pradhuman's Merrill Lynch & Co. Experience 1989 - 2007
Job Cirrus Research CEO, Director of Research
Industry Investment Management
Experience
Cirrus Research February 2007 - Present
Merrill Lynch & Co 1989 - 2007
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, Valuation, Asset Management, Financial Modeling, Capital Markets, Investments, Series 7, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Union College 1981 — 1985
Cirrus Research February 2007 - Present
Merrill Lynch & Co 1989 - 2007
Skills
Hedge Funds, Equities, Alternative Investments, Equity Research, Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, Valuation, Asset Management, Financial Modeling, Capital Markets, Investments, Series 7, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Union College 1981 — 1985
Brooke Chuang's Merrill Lynch & Co. Experience July 2008 - June 2009
Job Senior Associate at National Australia Bank
Industry Financial Services
Experience
National Australia Bank March 2011 - Present
Taiwanese American Professionals (TAP) - New York Chapter January 2012 - December 2013
Bank of America June 2009 - March 2011
Merrill Lynch & Co July 2008 - June 2009
Whitman Insight Strategy 2008 - 2008
Merrill Lynch June 2007 - August 2007
mtvU September 2006 - January 2007
Cleary Gottlieb Steen & Hamilton LLP July 2006 - September 2006
U.S. Senate July 2005 - May 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Derivatives, Financial Markets, Due Diligence, Microsoft Excel, Credit Risk, Counterparty Risk, Risk Management, Finance, Hedge Funds, Financial Risk, FX Options, PowerPoint, Dodd Frank, Loans, Credit, Dodd-Frank, Trading, Asset Management, Credit Analysis, Banking, Structured Finance, Financial Services, Corporate Finance, Market Risk, Commercial Banking, Bonds
Education
Rutgers Business School 2004 — 2008
BS, Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
BS, Finance Cum Laude
National Australia Bank March 2011 - Present
Taiwanese American Professionals (TAP) - New York Chapter January 2012 - December 2013
Bank of America June 2009 - March 2011
Merrill Lynch & Co July 2008 - June 2009
Whitman Insight Strategy 2008 - 2008
Merrill Lynch June 2007 - August 2007
mtvU September 2006 - January 2007
Cleary Gottlieb Steen & Hamilton LLP July 2006 - September 2006
U.S. Senate July 2005 - May 2006
Skills
Financial Modeling, Fixed Income, Financial Analysis, Derivatives, Financial Markets, Due Diligence, Microsoft Excel, Credit Risk, Counterparty Risk, Risk Management, Finance, Hedge Funds, Financial Risk, FX Options, PowerPoint, Dodd Frank, Loans, Credit, Dodd-Frank, Trading, Asset Management, Credit Analysis, Banking, Structured Finance, Financial Services, Corporate Finance, Market Risk, Commercial Banking, Bonds
Education
Rutgers Business School 2004 — 2008
BS, Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
BS, Finance Cum Laude
Mark A. Torossian, CPA's Merrill Lynch & Co. Experience May 2004 - August 2008
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon July 2012 - January 2013
BNY Mellon March 2010 - July 2012
BNY Mellon August 2008 - March 2010
Merrill Lynch & Co May 2004 - August 2008
Skills
Cost Allocation, Financial Planning, Financial Analysis, Risk Management, Fixed Income, Forecasting, Variance Analysis, Finance, Budgets, Alternative Investments, Financial Modeling, Equities, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Investments, Valuation, Banking, Financial Risk, Financial Reporting, Derivatives, Investment Banking, Financial Services, Asset Management, Bloomberg, Hedge Funds
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
BNY Mellon January 2013 - Present
BNY Mellon July 2012 - January 2013
BNY Mellon March 2010 - July 2012
BNY Mellon August 2008 - March 2010
Merrill Lynch & Co May 2004 - August 2008
Skills
Cost Allocation, Financial Planning, Financial Analysis, Risk Management, Fixed Income, Forecasting, Variance Analysis, Finance, Budgets, Alternative Investments, Financial Modeling, Equities, Capital Markets, Portfolio Management, Asset Managment, Corporate Finance, Investments, Valuation, Banking, Financial Risk, Financial Reporting, Derivatives, Investment Banking, Financial Services, Asset Management, Bloomberg, Hedge Funds
Education
Pace University - Lubin School of Business 2009 — 2010
Masters of Science, Finance
Pace University - Lubin School of Business 2001 — 2005
BBA, Accounting
Pratik Desai's Merrill Lynch & Co. Experience April 2009 - October 2009
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Consumer Electronics
Experience
Samsung Electronics America November 2014 - April 2015
Microsoft August 2013 - November 2014
Microsoft February 2013 - August 2013
Microsoft July 2012 - January 2013
Microsoft January 2012 - July 2012
Microsoft July 2011 - January 2012
Capgemini Consulting August 2010 - February 2011
New York Life Special Markets May 2010 - August 2010
UBS Investment Bank November 2009 - May 2010
Merrill Lynch & Co April 2009 - October 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Marketing Strategy, International Business, Entrepreneurship
Loyola University Chicago 2006 — 2010
Bachelor of Business Administration (Honors), Finance, Interdisciplinary Studies, Political Science
Schaumburg High School 2002 — 2006
High School Diploma, Honors
Samsung Electronics America November 2014 - April 2015
Microsoft August 2013 - November 2014
Microsoft February 2013 - August 2013
Microsoft July 2012 - January 2013
Microsoft January 2012 - July 2012
Microsoft July 2011 - January 2012
Capgemini Consulting August 2010 - February 2011
New York Life Special Markets May 2010 - August 2010
UBS Investment Bank November 2009 - May 2010
Merrill Lynch & Co April 2009 - October 2009
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Marketing Strategy, International Business, Entrepreneurship
Loyola University Chicago 2006 — 2010
Bachelor of Business Administration (Honors), Finance, Interdisciplinary Studies, Political Science
Schaumburg High School 2002 — 2006
High School Diploma, Honors
Paul Shea's Merrill Lynch & Co. Experience September 2000 - March 2005
Job Lending/Loan Administrator
Industry Banking
Experience
Classic Westchester 2011 - 2012
Trustco Bank March 2011 - August 2011
The Greenwich Bank & Trust Co. March 2005 - July 2010
THE GREENWICH BANK & TRUST COMPANY March 2005 - July 2010
Merrill Lynch & Co September 2000 - March 2005
KBC Bank & Verzekering 2001 - 2003
COMMERCIAL CAPITAL CORPORATION April 2000 - August 2000
THE BANK of New York January 1998 - April 2000
Fleet Bank September 1997 - January 1998
The Bank December 1993 - September 1997
Education
Iona College 1979 — 1984
Iona College
B.A, Advertising
Classic Westchester 2011 - 2012
Trustco Bank March 2011 - August 2011
The Greenwich Bank & Trust Co. March 2005 - July 2010
THE GREENWICH BANK & TRUST COMPANY March 2005 - July 2010
Merrill Lynch & Co September 2000 - March 2005
KBC Bank & Verzekering 2001 - 2003
COMMERCIAL CAPITAL CORPORATION April 2000 - August 2000
THE BANK of New York January 1998 - April 2000
Fleet Bank September 1997 - January 1998
The Bank December 1993 - September 1997
Education
Iona College 1979 — 1984
Iona College
B.A, Advertising
Ryan Pripstein's Merrill Lynch & Co. Experience 2006 - 2007
Job Principal at Reservoir Capital Group
Industry Investment Management
Experience
Reservoir Capital Group August 2012 - Present
West 4th Capital Ltda July 2010 - September 2010
Perry Capital October 2007 - June 2010
Merrill Lynch & Co 2006 - 2007
Education
Stanford University Graduate School of Business 2010 — 2012
University of Virginia 2002 — 2006
Reservoir Capital Group August 2012 - Present
West 4th Capital Ltda July 2010 - September 2010
Perry Capital October 2007 - June 2010
Merrill Lynch & Co 2006 - 2007
Education
Stanford University Graduate School of Business 2010 — 2012
University of Virginia 2002 — 2006
Bobby Varghese's Merrill Lynch & Co. Experience 2001 - 2003
Job Senior Software Engineer at Instinet Corporation
Industry Financial Services
Experience
Instinet Corporation November 2004 - Present
Merrill Lynch & Co 2001 - 2003
SSI Technoligies 2000 - 2002
Skills
Agile Methodologies, Trading Systems, Java, SQL, SDLC, Unix, Unix Shell Scripting, PL/SQL, Software Project...
Education
Madurai Kamaraj University
Instinet Corporation November 2004 - Present
Merrill Lynch & Co 2001 - 2003
SSI Technoligies 2000 - 2002
Skills
Agile Methodologies, Trading Systems, Java, SQL, SDLC, Unix, Unix Shell Scripting, PL/SQL, Software Project...
Education
Madurai Kamaraj University
John Sharkey, CFA, CAIA, CIMA, CFP's Merrill Lynch & Co. Experience January 1999 - Present
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
MERRILL LYNCH & CO January 1999 - Present
MERRILL LYNCH & CO January 1999 - January 2006
MIKE FERGUSON FOR CONGRESS January 1998 - January 1999
Head of Money Market January 1993 - January 1997
CAISSE NATIONAL DE CREDIT AGRICOLE January 1990 - January 1997
MERRILL LYNCH & CO January 1988 - January 1990
WESPAC BANKING CORPORATION January 1987 - January 1988
Credit Lyonnais January 1986 - January 1987
Credit Lyonnais, U.S. Branches 1986 - 1987
Skills
cfa, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Hedge Funds, Investment Strategies, Investments, ETFs, Asset Managment, Fixed Income, Equities, Series 63, Capital Markets, Portfolio Management, Series 24, Bloomberg, Investment Management, Investment Advisory, Financial Advisory, Dynamic Asset Allocation, Global Tactical Asset..., Concentrated Stock..., Wealth Accumulation..., Investment Policy..., Zephyr Style Advisor, Certified Investment..., Institutional Consulting, Fixed Income Strategies, CAIA, Institutional Portfolio..., Tactical Asset..., Manager Selection, LDI, Risk Budgeting, Quantitative Models, Bonds, Securities, Structured Products, FINRA, Fund Of Funds, Retirement Planning, Equity Research, Investment Banking, Financial Markets, Equity Derivatives, Asset Management
Education
UNIVERSITY OF NOTRE DAME, Notre 1982 — 1986
BBA, Finance and Business Economics
University of Notre Dame 1982 — 1986
BBA, Finance
Fairleigh Dickinson University
Merrill Lynch January 2010 - Present
MERRILL LYNCH & CO January 1999 - Present
MERRILL LYNCH & CO January 1999 - January 2006
MIKE FERGUSON FOR CONGRESS January 1998 - January 1999
Head of Money Market January 1993 - January 1997
CAISSE NATIONAL DE CREDIT AGRICOLE January 1990 - January 1997
MERRILL LYNCH & CO January 1988 - January 1990
WESPAC BANKING CORPORATION January 1987 - January 1988
Credit Lyonnais January 1986 - January 1987
Credit Lyonnais, U.S. Branches 1986 - 1987
Skills
cfa, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Hedge Funds, Investment Strategies, Investments, ETFs, Asset Managment, Fixed Income, Equities, Series 63, Capital Markets, Portfolio Management, Series 24, Bloomberg, Investment Management, Investment Advisory, Financial Advisory, Dynamic Asset Allocation, Global Tactical Asset..., Concentrated Stock..., Wealth Accumulation..., Investment Policy..., Zephyr Style Advisor, Certified Investment..., Institutional Consulting, Fixed Income Strategies, CAIA, Institutional Portfolio..., Tactical Asset..., Manager Selection, LDI, Risk Budgeting, Quantitative Models, Bonds, Securities, Structured Products, FINRA, Fund Of Funds, Retirement Planning, Equity Research, Investment Banking, Financial Markets, Equity Derivatives, Asset Management
Education
UNIVERSITY OF NOTRE DAME, Notre 1982 — 1986
BBA, Finance and Business Economics
University of Notre Dame 1982 — 1986
BBA, Finance
Fairleigh Dickinson University
Douglas Yablonski's Merrill Lynch & Co. Experience 2000 - 2003
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2011 - Present
Harris Williams & Co. 2010 - 2011
Banc of America Securities LLC 2003 - 2009
Merrill Lynch & Co 2000 - 2003
Skadden Arps Slate Meagher & Flom LLP 1996 - 2000
Education
New York University School of Law 1993 — 1996
JD
University of Pennsylvania 1988 — 1992
BA
RBC Capital Markets 2011 - Present
Harris Williams & Co. 2010 - 2011
Banc of America Securities LLC 2003 - 2009
Merrill Lynch & Co 2000 - 2003
Skadden Arps Slate Meagher & Flom LLP 1996 - 2000
Education
New York University School of Law 1993 — 1996
JD
University of Pennsylvania 1988 — 1992
BA
Peter Morreale's Merrill Lynch & Co. Experience January 1987 - January 2000
Job Director at AIG Technologies
Industry Insurance
Experience
AIGGS November 2000 - Present
American International Group, Inc November 2000 - Present
Merrill Lynch November 1987 - July 2000
Merrill Lynch & Co January 1987 - January 2000
Skills
Process Improvement, Vendor Management, Project Management, Data Center, ITIL, PMO, Management, Disaster Recovery, Servers, IT Strategy, SDLC, Program Management, Software Documentation, Risk Management, Leadership, Project Portfolio...
Education
Pace University
Busines Management
AIGGS November 2000 - Present
American International Group, Inc November 2000 - Present
Merrill Lynch November 1987 - July 2000
Merrill Lynch & Co January 1987 - January 2000
Skills
Process Improvement, Vendor Management, Project Management, Data Center, ITIL, PMO, Management, Disaster Recovery, Servers, IT Strategy, SDLC, Program Management, Software Documentation, Risk Management, Leadership, Project Portfolio...
Education
Pace University
Busines Management
Stefanie L. Sun, CTP's Merrill Lynch & Co. Experience July 2004 - May 2010
Job Vice President, Bank Relations & Network Management at Jefferies LLC
Industry Financial Services
Experience
JEFFERIES LLC June 2011 - Present
BANK OF AMERICA CORPORATION September 2009 - June 2011
MERRILL LYNCH & CO July 2004 - May 2010
TIAA-CREF August 2001 - July 2004
MARUBENI AMERICA CORPORATION January 1997 - August 2001
Skills
Cash Management, Treasury Management, Treasury Services, Banking, Derivatives, Treasury, Fixed Income, Capital Markets, Risk Management, Securities, Financial Modeling, FX Options
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Finance
JEFFERIES LLC June 2011 - Present
BANK OF AMERICA CORPORATION September 2009 - June 2011
MERRILL LYNCH & CO July 2004 - May 2010
TIAA-CREF August 2001 - July 2004
MARUBENI AMERICA CORPORATION January 1997 - August 2001
Skills
Cash Management, Treasury Management, Treasury Services, Banking, Derivatives, Treasury, Fixed Income, Capital Markets, Risk Management, Securities, Financial Modeling, FX Options
Education
Southern Connecticut State University 1992 — 1996
Bachelor of Science, Finance
Fash Marvi's Merrill Lynch & Co. Experience January 2005 - July 2011
Job Fash
Industry Human Resources
Experience
Bank of America October 2014 - Present
MERRILL LYNCH & CO January 2005 - July 2011
Merrill Lynch January 1998 - July 2001
Merrill Lynch September 1994 - December 1997
Wheat First Securities January 1990 - January 1994
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Risk Management, Trading, Financial Analysis, Strategic Planning, Insurance, Electronic Trading, Strategic Financial..., Financial Advisory, Due Diligence, Finance, Financial Risk, Equities, SQL, Valuation, Contract Negotiation, Litigation
Education
All
Bachelor of Business Administration (BBA), Finance, General
The George Washington University
MBA; BBA, International Business; Finance
Bank of America October 2014 - Present
MERRILL LYNCH & CO January 2005 - July 2011
Merrill Lynch January 1998 - July 2001
Merrill Lynch September 1994 - December 1997
Wheat First Securities January 1990 - January 1994
Skills
Fixed Income, Derivatives, Capital Markets, Trading Systems, Risk Management, Trading, Financial Analysis, Strategic Planning, Insurance, Electronic Trading, Strategic Financial..., Financial Advisory, Due Diligence, Finance, Financial Risk, Equities, SQL, Valuation, Contract Negotiation, Litigation
Education
All
Bachelor of Business Administration (BBA), Finance, General
The George Washington University
MBA; BBA, International Business; Finance
George Gerlanc's Merrill Lynch & Co. Experience August 1999 - July 2006
Job Director Treasury at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. April 2014 - Present
Cantor Fitzgerald July 2006 - April 2014
Merrill Lynch & Co August 1999 - July 2006
BANC OF AMERICA SECURITIES January 1998 - January 1999
Fidelity Investments April 1992 - March 1998
BT SECURITIES CORP May 1989 - April 1992
Goldman Sachs April 1983 - April 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Treasury, Network Management, Banking Relationships, Treasury Operations
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Pace University - Lubin School of Business 1980 — 1982
BA, Finance
KCG Holdings, Inc. April 2014 - Present
Cantor Fitzgerald July 2006 - April 2014
Merrill Lynch & Co August 1999 - July 2006
BANC OF AMERICA SECURITIES January 1998 - January 1999
Fidelity Investments April 1992 - March 1998
BT SECURITIES CORP May 1989 - April 1992
Goldman Sachs April 1983 - April 1989
Skills
Treasury Management, Cash Management, Liquidity Management, Treasury, Network Management, Banking Relationships, Treasury Operations
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Pace University - Lubin School of Business 1980 — 1982
BA, Finance
Colette Dolan-Florio's Merrill Lynch & Co. Experience June 2007 - February 2009
Job VP Manager Client Administration & Implementation at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Maryann Dennen's Merrill Lynch & Co. Experience 1985 - 1990
Job CFO at Judith Leiber Couture Ltd
Industry Retail
Experience
Judith Leiber Couture Ltd 2013 - Present
Schottenstein Luxury Group 2007 - Present
Group 3 Design Co 2001 - 2006
Manhattan College 1991 - 1992
Merrill Lynch & Co 1985 - 1990
Arthur Andersen LLP 1982 - 1985
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance - International Business
Fairfield University
BS, Accounting
Judith Leiber Couture Ltd 2013 - Present
Schottenstein Luxury Group 2007 - Present
Group 3 Design Co 2001 - 2006
Manhattan College 1991 - 1992
Merrill Lynch & Co 1985 - 1990
Arthur Andersen LLP 1982 - 1985
Education
New York University - Leonard N. Stern School of Business 1986 — 1989
MBA, Finance - International Business
Fairfield University
BS, Accounting
Ashley Ulman's Merrill Lynch & Co. Experience August 2009 - October 2009
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
Bank of America November 2009 - April 2011
Merrill Lynch & Co August 2009 - October 2009
Merrill Lynch & Co March 2007 - August 2009
International Prime Brokerage Dividends January 2005 - March 2007
Johnson & Johnson July 2004 - December 2004
Skills
Bloomberg
Education
Penn State University 2000 — 2004
Bachelor, Finance
Bank of America Merrill Lynch April 2011 - Present
Bank of America November 2009 - April 2011
Merrill Lynch & Co August 2009 - October 2009
Merrill Lynch & Co March 2007 - August 2009
International Prime Brokerage Dividends January 2005 - March 2007
Johnson & Johnson July 2004 - December 2004
Skills
Bloomberg
Education
Penn State University 2000 — 2004
Bachelor, Finance
Colleen Stranzl's Merrill Lynch & Co. Experience May 2007 - August 2007
Job MBA Candidate at Darden School of Business
Industry Retail
Experience
Walmart June 2015 - August 2015
Ernst & Young October 2012 - June 2014
EY August 2010 - September 2012
Bank of America July 2008 - August 2010
Merrill Lynch & Co May 2007 - August 2007
Skills
Accounting, Financial Reporting, External Audit, Project Management, Financial Analysis, Internal Audit, Sarbanes-Oxley, US GAAP, Risk Management, Valuation, Financial Modeling, Fixed Income, Capital Markets, Financial Services, Strategy, Analysis, Leadership
Education
University of Virginia Darden School of Business 2014 — 2016
MBA Candidate, Business Administration and Management, General
Fairfield University 2004 — 2008
B.S., Accounting and Finance
Walmart June 2015 - August 2015
Ernst & Young October 2012 - June 2014
EY August 2010 - September 2012
Bank of America July 2008 - August 2010
Merrill Lynch & Co May 2007 - August 2007
Skills
Accounting, Financial Reporting, External Audit, Project Management, Financial Analysis, Internal Audit, Sarbanes-Oxley, US GAAP, Risk Management, Valuation, Financial Modeling, Fixed Income, Capital Markets, Financial Services, Strategy, Analysis, Leadership
Education
University of Virginia Darden School of Business 2014 — 2016
MBA Candidate, Business Administration and Management, General
Fairfield University 2004 — 2008
B.S., Accounting and Finance
Thomas Kochilas's Merrill Lynch & Co. Experience November 2005 - March 2008
Job Independant Securities Operations Consultant
Industry Financial Services
Experience
Deutsche Bank April 2014 - Present
Safra National Bank December 2013 - March 2014
Citi November 2011 - October 2013
National Convention Services July 2008 - February 2012
Bridgewater Associates June 2011 - August 2011
UBS Investment Bank November 2008 - April 2009
Merrill Lynch & Co November 2005 - March 2008
Apogee Asset Management September 2004 - July 2005
Commerce Bank September 2001 - September 2004
Skills
Fixed Income Products, Treasury Management, Funding, Reconciliation, Inventory Management, Customer Service, Operational Risk..., Settlements, Event Management, Banking, FX, Pricing, Operations Management, Problem Solving, Derivatives, People Management, Change Management, PowerPoint, Credit, Back Office, Fixed Income, Team Leadership, MIS, Exchange Traded Funds, Metrics Reporting, Data Analysis, Business Intelligence, Business Process..., Microsoft Office, Matlab, Asset Management, Account Reconciliation, Settlement
Education
Stanford University
Professional Certificate, Strategic Decision and Risk Management
Brooklyn Technical High School
Regents Diploma, Electrical Engineering
State University of New York at Stony Brook
Bachelors, Pure Mathematics
Deutsche Bank April 2014 - Present
Safra National Bank December 2013 - March 2014
Citi November 2011 - October 2013
National Convention Services July 2008 - February 2012
Bridgewater Associates June 2011 - August 2011
UBS Investment Bank November 2008 - April 2009
Merrill Lynch & Co November 2005 - March 2008
Apogee Asset Management September 2004 - July 2005
Commerce Bank September 2001 - September 2004
Skills
Fixed Income Products, Treasury Management, Funding, Reconciliation, Inventory Management, Customer Service, Operational Risk..., Settlements, Event Management, Banking, FX, Pricing, Operations Management, Problem Solving, Derivatives, People Management, Change Management, PowerPoint, Credit, Back Office, Fixed Income, Team Leadership, MIS, Exchange Traded Funds, Metrics Reporting, Data Analysis, Business Intelligence, Business Process..., Microsoft Office, Matlab, Asset Management, Account Reconciliation, Settlement
Education
Stanford University
Professional Certificate, Strategic Decision and Risk Management
Brooklyn Technical High School
Regents Diploma, Electrical Engineering
State University of New York at Stony Brook
Bachelors, Pure Mathematics
Judy Susser-Travis, CMP, CMM's Merrill Lynch & Co. Experience March 1986 - February 1988
Job Executive Director at Association for Corporate Growth San Diego Chapter (ACG SD)
Industry Hospitality
Experience
Association for Corporate Growth - San Diego Chapter (ACG SD) October 2012 - Present
jst events February 2012 - Present
Travis Meeting Management April 1996 - February 2012
Chase Manhattan Mortgage Corp January 1994 - April 1996
California Leisure Consultants February 1990 - January 1994
Marriott Hotel August 1988 - February 1990
Merrill Lynch & Co March 1986 - February 1988
Skills
Event Planning, Corporate Events, Meeting Planning, Trade Shows, Team Building, Association Management, Bar/Bat Mitzvahs, Social Events, Hotels, Hospitality Industry, Event Management, Executive Management, Budgets, Sponsorship, New Business Development, Tourism, Incentives, Hospitality, Contract Negotiation, Training, Parties, Management, Convention Services, Incentive Travel, Catering, Registration, Location Intelligence
Education
Montclair State University
BA, Communication
Association for Corporate Growth - San Diego Chapter (ACG SD) October 2012 - Present
jst events February 2012 - Present
Travis Meeting Management April 1996 - February 2012
Chase Manhattan Mortgage Corp January 1994 - April 1996
California Leisure Consultants February 1990 - January 1994
Marriott Hotel August 1988 - February 1990
Merrill Lynch & Co March 1986 - February 1988
Skills
Event Planning, Corporate Events, Meeting Planning, Trade Shows, Team Building, Association Management, Bar/Bat Mitzvahs, Social Events, Hotels, Hospitality Industry, Event Management, Executive Management, Budgets, Sponsorship, New Business Development, Tourism, Incentives, Hospitality, Contract Negotiation, Training, Parties, Management, Convention Services, Incentive Travel, Catering, Registration, Location Intelligence
Education
Montclair State University
BA, Communication
Joseph Polakoff's Merrill Lynch & Co. Experience January 2001 - January 2003
Job Regional Sales Manager Mid America Region at Private Banking and Investment Group at Merrill Lynch
Industry Banking
Experience
Merrill Lynch Private Banking and Investment Group November 2010 - Present
Merrill Lynch Bank Suise S.A. June 2006 - November 2010
Merrill Lynch Private Banking and Investment Group February 2003 - June 2006
MERRILL LYNCH & CO January 2001 - January 2003
MERRILL LYNCH & CO January 2001 - January 2002
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT January 2000 - January 2001
Education
University of Arizona
BS, Retail & Consumer Studies
Merrill Lynch Private Banking and Investment Group November 2010 - Present
Merrill Lynch Bank Suise S.A. June 2006 - November 2010
Merrill Lynch Private Banking and Investment Group February 2003 - June 2006
MERRILL LYNCH & CO January 2001 - January 2003
MERRILL LYNCH & CO January 2001 - January 2002
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT January 2000 - January 2001
Education
University of Arizona
BS, Retail & Consumer Studies
Don Orlando CPA's Merrill Lynch & Co. Experience June 1996 - June 1998
Job VP PCG at Societe Generale
Industry Banking
Experience
Societe Generale January 2005 - December 2012
Societe Generale June 1998 - December 2004
MERRILL LYNCH & CO June 1996 - June 1998
ERNST & YOUNG LLP October 1992 - May 1996
Skills
Product Control, Middle Office, Swaps, Equity Derivatives, Market Risk, Derivatives, FX Options, Fixed Income, Prime Brokerage, Capital Markets
Education
STATE UNIVERSITY AT ALBANY 1988 — 1992
Bachelor of Science, Accounting
University at Albany, SUNY 1988 — 1992
MBS, Accounting
Societe Generale January 2005 - December 2012
Societe Generale June 1998 - December 2004
MERRILL LYNCH & CO June 1996 - June 1998
ERNST & YOUNG LLP October 1992 - May 1996
Skills
Product Control, Middle Office, Swaps, Equity Derivatives, Market Risk, Derivatives, FX Options, Fixed Income, Prime Brokerage, Capital Markets
Education
STATE UNIVERSITY AT ALBANY 1988 — 1992
Bachelor of Science, Accounting
University at Albany, SUNY 1988 — 1992
MBS, Accounting
Richard Bernstein's Merrill Lynch & Co. Experience 1988 - 2009
Job CEO & CIO Richard Bernstein Advisors LLC
Industry Investment Management
Experience
Richard Bernstein Advisors LLC June 2009 - Present
New York University - Stern School of Business 2008 - Present
Alfred P. Sloan Foundation 2008 - Present
Journal of Portfolio Management 2005 - Present
NYU Stern School of Business 2005 - Present
John Wiley & Sons 2001 - Present
Hamilton College 2000 - Present
John Wiley & Sons 1995 - Present
Merrill Lynch & Co 1988 - 2009
Institutional Investor Magazine 1992 - 2008
Skills
Asset Managment, Alternative Investments, Hedge Funds, Investments, Equities, Asset Allocation, Series 7, Fixed Income
Education
Hamilton College
A.B.
New York University - Leonard N. Stern School of Business
MBA
Richard Bernstein Advisors LLC June 2009 - Present
New York University - Stern School of Business 2008 - Present
Alfred P. Sloan Foundation 2008 - Present
Journal of Portfolio Management 2005 - Present
NYU Stern School of Business 2005 - Present
John Wiley & Sons 2001 - Present
Hamilton College 2000 - Present
John Wiley & Sons 1995 - Present
Merrill Lynch & Co 1988 - 2009
Institutional Investor Magazine 1992 - 2008
Skills
Asset Managment, Alternative Investments, Hedge Funds, Investments, Equities, Asset Allocation, Series 7, Fixed Income
Education
Hamilton College
A.B.
New York University - Leonard N. Stern School of Business
MBA
Vicente Cabrera's Merrill Lynch & Co. Experience March 2000 - March 2009
Job Investment Director, Latin America JP Morgan Global Access Portfolios
Industry Investment Management
Experience
J.P. Morgan Global Access Portfolios 2014 - Present
Citigroup Global Markets August 2009 - 2013
First New York Securities March 2009 - August 2009
Merrill Lynch & Co March 2000 - March 2009
Deutsche Bank Securities September 1998 - March 2000
Merrill Lynch & Co July 1994 - September 1998
Goldman Sachs May 1993 - August 1993
Skills
Options, Series 7, CRM, Series 63, Investments, Hedge Funds, Equities, Financial Risk, Trading, Foreign Exchange, Equity Trading, FX Options, Securities, Leadership, Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance
University of Southern California 1990 — 1994
Bachelor of Science, Finance
J.P. Morgan Global Access Portfolios 2014 - Present
Citigroup Global Markets August 2009 - 2013
First New York Securities March 2009 - August 2009
Merrill Lynch & Co March 2000 - March 2009
Deutsche Bank Securities September 1998 - March 2000
Merrill Lynch & Co July 1994 - September 1998
Goldman Sachs May 1993 - August 1993
Skills
Options, Series 7, CRM, Series 63, Investments, Hedge Funds, Equities, Financial Risk, Trading, Foreign Exchange, Equity Trading, FX Options, Securities, Leadership, Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration, Finance
University of Southern California 1990 — 1994
Bachelor of Science, Finance
Olga Mosin's Merrill Lynch & Co. Experience September 2006 - October 2006
Job Electronic Discovery Project Manager
Industry Legal Services
Experience
Patterson Belknap Webb & Tyler LLP December 2012 - Present
DeNovo Legal October 2009 - October 2012
DEBEVOISE & PLIMPTON, LLP May 2007 - October 2009
DEBEVOISE & PLIMPTON, LLP October 2006 - May 2007
MERRILL LYNCH & CO September 2006 - October 2006
McCarter & English, LLP September 2006 - September 2006
PHILLIPS, KRANTZ & LEVI, LLP October 2004 - July 2006
Skills
IPRO, LiveNote, Relativity, CaseMap, Litigation Support, Trial Director, Westlaw, Lexis, TimeMap, Adobe Acrobat, Document Review, Opticon, Litigation, Legal Assistance, Trials, ESI, Legal Research, Legal Writing, Legal Discovery, Patent Litigation, Document Management, EDRMS
Education
Pace University 2000 — 2004
BBA, Dual: Finance / Management, Law Minor
Patterson Belknap Webb & Tyler LLP December 2012 - Present
DeNovo Legal October 2009 - October 2012
DEBEVOISE & PLIMPTON, LLP May 2007 - October 2009
DEBEVOISE & PLIMPTON, LLP October 2006 - May 2007
MERRILL LYNCH & CO September 2006 - October 2006
McCarter & English, LLP September 2006 - September 2006
PHILLIPS, KRANTZ & LEVI, LLP October 2004 - July 2006
Skills
IPRO, LiveNote, Relativity, CaseMap, Litigation Support, Trial Director, Westlaw, Lexis, TimeMap, Adobe Acrobat, Document Review, Opticon, Litigation, Legal Assistance, Trials, ESI, Legal Research, Legal Writing, Legal Discovery, Patent Litigation, Document Management, EDRMS
Education
Pace University 2000 — 2004
BBA, Dual: Finance / Management, Law Minor
Brennan Jones, CFA's Merrill Lynch & Co. Experience July 2008 - August 2008
Job Equity Research Associate at Aureus Asset Management
Industry Financial Services
Experience
Aureus Asset Management November 2014 - Present
Putnam Investments August 2012 - October 2014
Commonwealth Financial Network September 2010 - August 2012
Merrill Lynch & Co July 2008 - August 2008
Education
University of Massachusetts 2005 — 2009
Bachelor of Science (BS), Major in Finance, Minor in IT
The University of Queensland 2008 — 2008
Study Abroad
Aureus Asset Management November 2014 - Present
Putnam Investments August 2012 - October 2014
Commonwealth Financial Network September 2010 - August 2012
Merrill Lynch & Co July 2008 - August 2008
Education
University of Massachusetts 2005 — 2009
Bachelor of Science (BS), Major in Finance, Minor in IT
The University of Queensland 2008 — 2008
Study Abroad
Kirill Usov, CFA's Merrill Lynch & Co. Experience January 2009 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merchant Advance Funding August 2009 - Present
Merrill Lynch & Co January 2009 - June 2009
Skills
Finance, Portfolio Management, Credit, Cash Flow, Loans, Account Reconciliation, Financial Analysis, Analysis, Mutual Funds, Banking, Cash Management, Financial Services, Alternative Investments, Financial Statements, Small Business, Payments, Funding, Securities, Portrait Photography, Memes, Liasoning
Education
Fordham University 2005 — 2009
Bachelor's, Finance
College
Merchant Advance Funding August 2009 - Present
Merrill Lynch & Co January 2009 - June 2009
Skills
Finance, Portfolio Management, Credit, Cash Flow, Loans, Account Reconciliation, Financial Analysis, Analysis, Mutual Funds, Banking, Cash Management, Financial Services, Alternative Investments, Financial Statements, Small Business, Payments, Funding, Securities, Portrait Photography, Memes, Liasoning
Education
Fordham University 2005 — 2009
Bachelor's, Finance
College
Robert Duberson's Merrill Lynch & Co. Experience May 2000 - May 2009
Job Accountant
Industry Accounting
Experience
Comcast Cable 2014 - 2015
Dolan, Mauthe & Marsella CPA's January 2012 - June 2014
Merrill Lynch & Co May 2000 - May 2009
Adesta January 1998 - May 2000
Southern Ocean County Hospital December 1995 - December 1997
Skills
Project Management
Education
Richard Stockton College of New Jersey 1992 — 1995
Bachelor of Science, Business/Accounting
Comcast Cable 2014 - 2015
Dolan, Mauthe & Marsella CPA's January 2012 - June 2014
Merrill Lynch & Co May 2000 - May 2009
Adesta January 1998 - May 2000
Southern Ocean County Hospital December 1995 - December 1997
Skills
Project Management
Education
Richard Stockton College of New Jersey 1992 — 1995
Bachelor of Science, Business/Accounting
James Ohadike's Merrill Lynch & Co. Experience June 2004 - November 2006
Job Student at Syracuse University
Industry Higher Education
Experience
Syracuse University August 2009 - Present
Morgan Stanley 2010 - 2010
Banc of America Securities LLC November 2006 - August 2009
Merrill Lynch & Co June 2004 - November 2006
Skills
Financial Analysis, Data Analysis, Customer Service, Management, Research, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Leadership, PowerPoint, Access
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, Finance
University at Buffalo
BA, Sociology
Syracuse University August 2009 - Present
Morgan Stanley 2010 - 2010
Banc of America Securities LLC November 2006 - August 2009
Merrill Lynch & Co June 2004 - November 2006
Skills
Financial Analysis, Data Analysis, Customer Service, Management, Research, Microsoft Excel, Microsoft Word, SPSS, Microsoft Office, Leadership, PowerPoint, Access
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA, Finance
University at Buffalo
BA, Sociology
Hal Kotowsky's Merrill Lynch & Co. Experience 1996 - 1998
Job Financial Services
Industry Financial Services
Experience
Wells Fargo 2006 - 2008
KKR Financial 2004 - 2005
Wells Fargo 2000 - 2004
Merrill Lynch & Co 1996 - 1998
Skills
Derivatives, Fixed Income, Investment Banking, Investments, Portfolio Management, Corporate Finance, Finance, Credit, Capital Markets, Financial Modeling
Education
University of California, Berkeley, Haas School of Business
Wells Fargo 2006 - 2008
KKR Financial 2004 - 2005
Wells Fargo 2000 - 2004
Merrill Lynch & Co 1996 - 1998
Skills
Derivatives, Fixed Income, Investment Banking, Investments, Portfolio Management, Corporate Finance, Finance, Credit, Capital Markets, Financial Modeling
Education
University of California, Berkeley, Haas School of Business
Sergey Litvinoff's Merrill Lynch & Co. Experience September 1994 - February 1996
Job NetGuard
Industry Information Technology and Services
Experience
NetGuard February 2013 - Present
Atlantic Technology Systems, Inc May 2010 - January 2013
Emerson Radio Corp May 2000 - May 2010
USPS 1996 - 2000
Merrill Lynch & Co September 1994 - February 1996
Skills
Network Security, Cisco Technologies, System Administration, Troubleshooting, Data Center, Technology Architecture..., Storage Infrastructures..., Business Continuity and..., Service Level..., Vendor Management in..., Internet technologies..., Cross-business Project..., IT Risk Management, Patch management, Active Directory, Group Policy, Network Engineering, datacenter automation..., Scripting techniques..., Virtualization, Storage Virtualization, Help Desk Support, Cirtrix Technologies, High Availability..., Enterprise Management..., Expert knowledge in..., Project Management, Enterprise Software, Disaster Recovery, Networking, Servers, Integration, Management, Information Technology, Security, VMware, Microsoft Exchange, Infrastructure, Citrix, Leadership, Product Development
Education
Bauman Moscow State Technical University 1980 — 1986
Master, Computer Science
Phoenix College 1999 — 2001
Diploma, VB Programming
CHUBB Institute 1999 — 2000
MCSE, Network Engineering and Data Communications
NetGuard February 2013 - Present
Atlantic Technology Systems, Inc May 2010 - January 2013
Emerson Radio Corp May 2000 - May 2010
USPS 1996 - 2000
Merrill Lynch & Co September 1994 - February 1996
Skills
Network Security, Cisco Technologies, System Administration, Troubleshooting, Data Center, Technology Architecture..., Storage Infrastructures..., Business Continuity and..., Service Level..., Vendor Management in..., Internet technologies..., Cross-business Project..., IT Risk Management, Patch management, Active Directory, Group Policy, Network Engineering, datacenter automation..., Scripting techniques..., Virtualization, Storage Virtualization, Help Desk Support, Cirtrix Technologies, High Availability..., Enterprise Management..., Expert knowledge in..., Project Management, Enterprise Software, Disaster Recovery, Networking, Servers, Integration, Management, Information Technology, Security, VMware, Microsoft Exchange, Infrastructure, Citrix, Leadership, Product Development
Education
Bauman Moscow State Technical University 1980 — 1986
Master, Computer Science
Phoenix College 1999 — 2001
Diploma, VB Programming
CHUBB Institute 1999 — 2000
MCSE, Network Engineering and Data Communications
Tavengwa Mushonga's Merrill Lynch & Co. Experience October 1998 - February 2002
Job Program Management & Consulting
Industry Marketing and Advertising
Experience
Chido Advertising January 2008 - Present
Airland Leasing June 2002 - December 2007
Merrill Lynch & Co October 1998 - February 2002
MERRILL LYNCH & CO, INC July 1995 - September 1998
INROADS 1993 - 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Science (BSc), Business Administration and Management, General
Falcon college
St. George's College
Chido Advertising January 2008 - Present
Airland Leasing June 2002 - December 2007
Merrill Lynch & Co October 1998 - February 2002
MERRILL LYNCH & CO, INC July 1995 - September 1998
INROADS 1993 - 1995
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Science (BSc), Business Administration and Management, General
Falcon college
St. George's College
Keith Izzo's Merrill Lynch & Co. Experience February 2002 - February 2004
Job Senior Customer Service Representative at EXL Service Inc
Industry Financial Services
Experience
EXL Service Inc April 2013 - Present
SunTrust Mortgage May 2012 - February 2013
ING Financial LLC August 2007 - June 2009
ING FINANCIAL MARKETS, LLC August 2007 - June 2009
Cantor Fitzgerald May 2005 - August 2007
CANTOR FITZGERALD SECURITIES CORP May 2005 - August 2007
MAXCOR FINANCIAL INC February 2004 - January 2005
Maxcor Financial Division of Eurobrokers February 2004 - December 2004
MERRILL LYNCH & CO February 2002 - February 2004
MERRILL LYNCH & CO June 1997 - February 2004
Skills
Syndications, Retirement Planning, Operational Risk..., Institutional Investors, Capital IQ, Institutional..., Fixed Income, Securities, Trading, Portfolio Management, Loans, Emerging Markets, Mutual Funds, Credit, Finance, Credit Derivatives, Financial Risk, Equities, Settlement, Financial Services, Derivatives, Middle Office, Hedge Funds, Bonds, Hedging, Back Office, Funding, Capital Markets, Series 63, Bloomberg, Investment Banking, Series 7
Education
New York University 1979 — 1984
BA, SPANISH
New York University, Washington Square and University College of Arts and Sciences
BACHELOR OF ARTS, SPANISH
EXL Service Inc April 2013 - Present
SunTrust Mortgage May 2012 - February 2013
ING Financial LLC August 2007 - June 2009
ING FINANCIAL MARKETS, LLC August 2007 - June 2009
Cantor Fitzgerald May 2005 - August 2007
CANTOR FITZGERALD SECURITIES CORP May 2005 - August 2007
MAXCOR FINANCIAL INC February 2004 - January 2005
Maxcor Financial Division of Eurobrokers February 2004 - December 2004
MERRILL LYNCH & CO February 2002 - February 2004
MERRILL LYNCH & CO June 1997 - February 2004
Skills
Syndications, Retirement Planning, Operational Risk..., Institutional Investors, Capital IQ, Institutional..., Fixed Income, Securities, Trading, Portfolio Management, Loans, Emerging Markets, Mutual Funds, Credit, Finance, Credit Derivatives, Financial Risk, Equities, Settlement, Financial Services, Derivatives, Middle Office, Hedge Funds, Bonds, Hedging, Back Office, Funding, Capital Markets, Series 63, Bloomberg, Investment Banking, Series 7
Education
New York University 1979 — 1984
BA, SPANISH
New York University, Washington Square and University College of Arts and Sciences
BACHELOR OF ARTS, SPANISH
Stephen Kaczmarek's Merrill Lynch & Co. Experience February 2012 - April 2012
Job Life Insurance and Financial Group
Industry Education Management
Experience
Financial and Insurance company December 2014 - Present
Guilford County Schools February 2005 - Present
Bankers Conseco Life Insurance Company November 2014 - November 2014
Merrill Lynch & Co February 2012 - April 2012
Lowes Home Improvement April 2008 - February 2012
Guilford College January 2004 - December 2011
Corpus Christi ISD July 1984 - August 2004
Kingsville ISD July 1978 - July 1984
Skills
Teaching, Editing, Swimming, Research, Curriculum Design, Public Speaking, Event Planning, Community Outreach, Fundraising, Microsoft Office, Coaching
Education
Texas Tech University 1972 — 1975
Bachelor's degree, Physical Education & Health
San Antonio College 1970 — 1972
Financial and Insurance company December 2014 - Present
Guilford County Schools February 2005 - Present
Bankers Conseco Life Insurance Company November 2014 - November 2014
Merrill Lynch & Co February 2012 - April 2012
Lowes Home Improvement April 2008 - February 2012
Guilford College January 2004 - December 2011
Corpus Christi ISD July 1984 - August 2004
Kingsville ISD July 1978 - July 1984
Skills
Teaching, Editing, Swimming, Research, Curriculum Design, Public Speaking, Event Planning, Community Outreach, Fundraising, Microsoft Office, Coaching
Education
Texas Tech University 1972 — 1975
Bachelor's degree, Physical Education & Health
San Antonio College 1970 — 1972
Corey Suydam's Merrill Lynch & Co. Experience June 2007 - September 2007
Job Financial Services Reporting & Reconciliation Analyst
Industry Insurance
Experience
Nationwide Insurance May 2014 - Present
Nationwide Insurance June 2011 - May 2014
The Winking Lizard July 2008 - May 2012
TransPerfect Translations April 2010 - July 2010
Merrill Lynch & Co June 2007 - September 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office
Education
The Ohio State University 2004 — 2008
BA, Political Science
Nationwide Insurance May 2014 - Present
Nationwide Insurance June 2011 - May 2014
The Winking Lizard July 2008 - May 2012
TransPerfect Translations April 2010 - July 2010
Merrill Lynch & Co June 2007 - September 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office
Education
The Ohio State University 2004 — 2008
BA, Political Science
Alice Claflin's Merrill Lynch & Co. Experience October 1980 - September 1989
Job Trust Professional
Industry Financial Services
Experience
Community Financial Services Group LLC June 2006 - October 2013
Union Bank, Morrisville, VT April 2002 - March 2006
Equity Services, Inc., Montpelier, VT June 2001 - March 2002
Lyndonville Savings Bank & Trust Co November 1998 - December 2000
Gilman Housing Trust, Inc. December 1994 - October 1998
Merrill Lynch & Co October 1980 - September 1989
Skills
Risk Management, Accounting, Problem Solving, Investment Management, Fixed Income Portfolio..., Portfolio Construction, Trust Management, Personal Trust..., Trust Taxation, Estate Planning, Estate Settlement, Manage Client..., Stakeholder Management, Regulatory Requirements, Compliance, Supervisory Skills, Investments, Strategic Planning, Microsoft Office, Real Estate, Microsoft Excel, Portfolio Management, Financial Analysis, Customer Service
Education
Smith College
B.A., Government & Economics
Community Financial Services Group LLC June 2006 - October 2013
Union Bank, Morrisville, VT April 2002 - March 2006
Equity Services, Inc., Montpelier, VT June 2001 - March 2002
Lyndonville Savings Bank & Trust Co November 1998 - December 2000
Gilman Housing Trust, Inc. December 1994 - October 1998
Merrill Lynch & Co October 1980 - September 1989
Skills
Risk Management, Accounting, Problem Solving, Investment Management, Fixed Income Portfolio..., Portfolio Construction, Trust Management, Personal Trust..., Trust Taxation, Estate Planning, Estate Settlement, Manage Client..., Stakeholder Management, Regulatory Requirements, Compliance, Supervisory Skills, Investments, Strategic Planning, Microsoft Office, Real Estate, Microsoft Excel, Portfolio Management, Financial Analysis, Customer Service
Education
Smith College
B.A., Government & Economics
Sally Willits's Merrill Lynch & Co. Experience March 1989 - December 1990
Job Director at Miami Art League
Industry Marketing and Advertising
Experience
Miami Art League April 2012 - Present
Dragonfly Expeditions, Inc. March 2011 - Present
Chesapeake Artists January 2001 - Present
Heart of the Grove Gallery August 2007 - December 2009
Chesapeake Enterprises December 1990 - December 2002
Kay Bayer and Assoc. 1990 - 2002
Eastern Shore Chamber Orchestra May 1985 - December 1998
Londonderry Retirement Community January 1990 - August 1991
Merrill Lynch & Co March 1989 - December 1990
The Avalon Theater April 1989 - December 1989
Skills
Editing, Drawing, Layout, Public Speaking, Graphic Design, After Effects, Fundraising, Event Planning, Creative Solutions, Photography, Photoshop, Oil Painting, Event Management, Painting, Art History, Advertising, Creative Direction, Sales, Adobe Creative Suite, Leadership, Visual Arts, Newsletters, Art, Creative Writing, Museums, Fine Art, Copywriting, Marketing, Illustrator, Curating, Press Releases, Blogging, Illustration, Sculpture, Trade Shows, Art Exhibitions, Galleries, Graphics, Copy Editing, Portraits, Art Education, Exhibit Design, Posters, Contemporary Art, Museum Collections
Education
Pennsylvania Academy of Fine Arts 1969 — 1972
Masters, Painting
University of Pennsylvania 1965 — 1969
BA, Art History and Painting
Miami Art League April 2012 - Present
Dragonfly Expeditions, Inc. March 2011 - Present
Chesapeake Artists January 2001 - Present
Heart of the Grove Gallery August 2007 - December 2009
Chesapeake Enterprises December 1990 - December 2002
Kay Bayer and Assoc. 1990 - 2002
Eastern Shore Chamber Orchestra May 1985 - December 1998
Londonderry Retirement Community January 1990 - August 1991
Merrill Lynch & Co March 1989 - December 1990
The Avalon Theater April 1989 - December 1989
Skills
Editing, Drawing, Layout, Public Speaking, Graphic Design, After Effects, Fundraising, Event Planning, Creative Solutions, Photography, Photoshop, Oil Painting, Event Management, Painting, Art History, Advertising, Creative Direction, Sales, Adobe Creative Suite, Leadership, Visual Arts, Newsletters, Art, Creative Writing, Museums, Fine Art, Copywriting, Marketing, Illustrator, Curating, Press Releases, Blogging, Illustration, Sculpture, Trade Shows, Art Exhibitions, Galleries, Graphics, Copy Editing, Portraits, Art Education, Exhibit Design, Posters, Contemporary Art, Museum Collections
Education
Pennsylvania Academy of Fine Arts 1969 — 1972
Masters, Painting
University of Pennsylvania 1965 — 1969
BA, Art History and Painting
Michael Di Leo's Merrill Lynch & Co. Experience 1960 - 2000
Job Owner, MotherMerrill LLC
Industry Financial Services
Experience
MotherMerrill LLC March 2011 - Present
Mother Merrill web site 2009 - Present
Mother Merrill 2009 - Present
Merrill Lynch Pierce Fenner & Smith April 1960 - November 2000
Merrill Lynch & Co 1960 - 2000
Skills
Management, Change Management, Management Consulting, Series 7, Securities, Mutual Funds, Investments, Asset Management, Compliance, Due Diligence, Business Planning, Strategic Planning, Team Building, Equities, Operations Management, Coaching, Customer Relations, Problem Solving, Leadership Development, Portfolio Management, Investment Advisory, Risk Management, Asset Managment, Wealth Management, Finance, Series 63, Customer Service, Alternative Investments, Hedge Funds, Asset Allocation
Education
Newtown H.S. Queens NYC 1954 — 1959
Queens College
MotherMerrill LLC March 2011 - Present
Mother Merrill web site 2009 - Present
Mother Merrill 2009 - Present
Merrill Lynch Pierce Fenner & Smith April 1960 - November 2000
Merrill Lynch & Co 1960 - 2000
Skills
Management, Change Management, Management Consulting, Series 7, Securities, Mutual Funds, Investments, Asset Management, Compliance, Due Diligence, Business Planning, Strategic Planning, Team Building, Equities, Operations Management, Coaching, Customer Relations, Problem Solving, Leadership Development, Portfolio Management, Investment Advisory, Risk Management, Asset Managment, Wealth Management, Finance, Series 63, Customer Service, Alternative Investments, Hedge Funds, Asset Allocation
Education
Newtown H.S. Queens NYC 1954 — 1959
Queens College
Matthew Ulman's Merrill Lynch & Co. Experience July 2009 - February 2010
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch May 2011 - September 2011
Bank of America Merrill Lynch & Co March 2010 - May 2011
Merrill Lynch & Co July 2009 - February 2010
Global Emerging Markets June 2007 - July 2009
Merrill Lynch December 2006 - June 2007
Verizon Wireless January 2006 - December 2006
Skills
Excel, SQL, Access, Fixed Income, Derivatives, Banking, Analysis, Middle Office, FX Options, Finance, Trading, Visio, Options, Settlement, Project Management, Back Office, Bonds, Securities, Capital Markets, Microsoft Excel
Education
Villanova University 2009 — 2009
Project Management
Kean University
Bachelor of Business Administration (B.B.A.), Business Administration
Bank of America Merrill Lynch January 2015 - Present
Merrill Lynch October 2011 - Present
Merrill Lynch May 2011 - September 2011
Bank of America Merrill Lynch & Co March 2010 - May 2011
Merrill Lynch & Co July 2009 - February 2010
Global Emerging Markets June 2007 - July 2009
Merrill Lynch December 2006 - June 2007
Verizon Wireless January 2006 - December 2006
Skills
Excel, SQL, Access, Fixed Income, Derivatives, Banking, Analysis, Middle Office, FX Options, Finance, Trading, Visio, Options, Settlement, Project Management, Back Office, Bonds, Securities, Capital Markets, Microsoft Excel
Education
Villanova University 2009 — 2009
Project Management
Kean University
Bachelor of Business Administration (B.B.A.), Business Administration
Corey Baylor's Merrill Lynch & Co. Experience 1996 - 2009
Job Managing Director Investment Banking, Financial Sponsors Group at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2009 - Present
Merrill Lynch & Co 1996 - 2009
Kidder, Peabody & Co. July 1992 - June 1994
Skills
Financial Modeling, Investment Banking, Capital Markets, Mergers, Equities, Valuation, Corporate Finance, Venture Capital, Securities
Education
Harvard Business School 1994 — 1996
MBA
Howard University 1988 — 1992
BBA, Accounting
BMO Capital Markets 2009 - Present
Merrill Lynch & Co 1996 - 2009
Kidder, Peabody & Co. July 1992 - June 1994
Skills
Financial Modeling, Investment Banking, Capital Markets, Mergers, Equities, Valuation, Corporate Finance, Venture Capital, Securities
Education
Harvard Business School 1994 — 1996
MBA
Howard University 1988 — 1992
BBA, Accounting
John Rocket Spinello's Merrill Lynch & Co. Experience November 1979 - August 2004
Job Sr Vice President Rates Strategy/Sales at Odeon Capital Group
Industry Financial Services
Experience
Odeon Capital Group May 2015 - Present
Guggenheim Partners December 2011 - January 2015
Home Office 1975 - 2015
Jefferies & Company March 2005 - April 2011
Merrill Lynch & Co November 1979 - August 2004
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Trading, Bloomberg, Financial Markets, Hedge Funds, Trading Systems, Options, Proprietary Trading, Securities, Bonds, Structured Products, Electronic Trading
Education
Polytechnic University 1963 — 1966
B.S. Math
Polytecnic Insttute Of Brooklyn-NYU
Odeon Capital Group May 2015 - Present
Guggenheim Partners December 2011 - January 2015
Home Office 1975 - 2015
Jefferies & Company March 2005 - April 2011
Merrill Lynch & Co November 1979 - August 2004
Skills
Equities, Derivatives, Capital Markets, Fixed Income, Trading, Bloomberg, Financial Markets, Hedge Funds, Trading Systems, Options, Proprietary Trading, Securities, Bonds, Structured Products, Electronic Trading
Education
Polytechnic University 1963 — 1966
B.S. Math
Polytecnic Insttute Of Brooklyn-NYU
Millard Toft Vincent Moore Jr.'s Merrill Lynch & Co. Experience September 2006 - July 2007
Job Marketing Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co July 2007 - March 2011
Merrill Lynch & Co September 2006 - July 2007
JPMorgan Chase & Co August 2004 - September 2006
JPMorgan Chase & Co August 2000 - August 2004
JPMorgan Chase & Co June 1999 - August 2000
Delaware Beverage Company February 1996 - June 1999
Skills
Marketing, Product Management, P&L Management, Leadership, Integrated Marketing, Product Marketing, Financial Services, Relationship Management, Credit Cards, Segmentation, Product Development, Marketing Strategy, Business Strategy, Mergers & Acquisitions, Analysis
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Bachelor of Science, Business Administration; Marketing and Management
JPMorgan Chase & Co July 2007 - March 2011
Merrill Lynch & Co September 2006 - July 2007
JPMorgan Chase & Co August 2004 - September 2006
JPMorgan Chase & Co August 2000 - August 2004
JPMorgan Chase & Co June 1999 - August 2000
Delaware Beverage Company February 1996 - June 1999
Skills
Marketing, Product Management, P&L Management, Leadership, Integrated Marketing, Product Marketing, Financial Services, Relationship Management, Credit Cards, Segmentation, Product Development, Marketing Strategy, Business Strategy, Mergers & Acquisitions, Analysis
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Bachelor of Science, Business Administration; Marketing and Management
Shamraj Chuli's Merrill Lynch & Co. Experience June 2003 - August 2006
Job HR Associate / Accounts Receiveable/ Office Manager at Anderson International Foods, Inc.
Industry Financial Services
Experience
Anderson International Foods, Inc. January 2012 - Present
American Bodywork August 2006 - Present
Merrill Lynch & Co June 2003 - August 2006
Skills
Management, Human Resources, Payroll, HRIS, Customer Service, Microsoft Office, Data Analysis, Data Entry, Banking, Microsoft Word, Leadership, Financial Analysis, Investments
Education
Kean University 2006 — 2009
B. A, Psychology
2004 - 2006Saint Peter's College 2004 — 2006
B.S. in Psychology, Psychology
Anderson International Foods, Inc. January 2012 - Present
American Bodywork August 2006 - Present
Merrill Lynch & Co June 2003 - August 2006
Skills
Management, Human Resources, Payroll, HRIS, Customer Service, Microsoft Office, Data Analysis, Data Entry, Banking, Microsoft Word, Leadership, Financial Analysis, Investments
Education
Kean University 2006 — 2009
B. A, Psychology
2004 - 2006Saint Peter's College 2004 — 2006
B.S. in Psychology, Psychology
Sean Murdock's Merrill Lynch & Co. Experience March 1997 - August 2006
Job Senior Credit Analyst at Panning Capital
Industry Investment Management
Experience
Panning Capital July 2012 - Present
RBS Securities October 2006 - April 2012
Merrill Lynch & Co March 1997 - August 2006
Education
Duke University 1988 — 1992
Bachelor of Arts, History
Panning Capital July 2012 - Present
RBS Securities October 2006 - April 2012
Merrill Lynch & Co March 1997 - August 2006
Education
Duke University 1988 — 1992
Bachelor of Arts, History
Richard Rosenthal's Merrill Lynch & Co. Experience April 1986 - October 2006
Job Director Financial & Regulatory Reporting at TD Securities
Industry Financial Services
Experience
TD Securities August 2014 - Present
Bank of America Merrill Lynch April 2010 - August 2014
Fortis Securities LLC October 2006 - April 2010
Merrill Lynch & Co April 1986 - October 2006
Deloitte Haskins & Sells September 1981 - April 1986
Education
University of Pennsylvania - The Wharton School 1976 — 1981
Accelerated MBA program, yielding BS and MBA in five years, Graduate - Corporate Finance & Investments, Undergrad - Accounting
TD Securities August 2014 - Present
Bank of America Merrill Lynch April 2010 - August 2014
Fortis Securities LLC October 2006 - April 2010
Merrill Lynch & Co April 1986 - October 2006
Deloitte Haskins & Sells September 1981 - April 1986
Education
University of Pennsylvania - The Wharton School 1976 — 1981
Accelerated MBA program, yielding BS and MBA in five years, Graduate - Corporate Finance & Investments, Undergrad - Accounting
Eric Littlefield's Merrill Lynch & Co. Experience March 2006 - October 2007
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2013 - Present
Portagon AG October 2007 - January 2013
Merrill Lynch March 2006 - October 2007
Merrill Lynch & Co March 2006 - October 2007
Deutsche Bank September 1997 - March 2006
Deutsche Bank Securities Inc September 1997 - March 2006
Education
Nassau Community College 1988 — 1989
Nassau Community College
J.P. Morgan January 2013 - Present
Portagon AG October 2007 - January 2013
Merrill Lynch March 2006 - October 2007
Merrill Lynch & Co March 2006 - October 2007
Deutsche Bank September 1997 - March 2006
Deutsche Bank Securities Inc September 1997 - March 2006
Education
Nassau Community College 1988 — 1989
Nassau Community College
Kristina Theiss-Manganiello's Merrill Lynch & Co. Experience January 1998 - January 1999
Job COO Solutions and Trading Group and Global CCO STG, AWM at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2006 - Present
Credit Suisse January 2001 - January 2008
DLJ/CREDIT SUISSE FIRST BOSTON January 1999 - January 2001
MERRILL LYNCH & CO January 1998 - January 1999
Skills
Private Banking, Private Client Services, P&L Forecasting, P&L Analysis, Budget Process, Real Estate Planning, Business Development, Operations Management, Project Management, Equities, Strategic Planning, Expense Management, New Business Development, Resource Management, Recruiting, Mentoring
Education
New York University, Stern School of Business
M.B.A
Lehigh University
B.S
Deutsche Bank 2006 - Present
Credit Suisse January 2001 - January 2008
DLJ/CREDIT SUISSE FIRST BOSTON January 1999 - January 2001
MERRILL LYNCH & CO January 1998 - January 1999
Skills
Private Banking, Private Client Services, P&L Forecasting, P&L Analysis, Budget Process, Real Estate Planning, Business Development, Operations Management, Project Management, Equities, Strategic Planning, Expense Management, New Business Development, Resource Management, Recruiting, Mentoring
Education
New York University, Stern School of Business
M.B.A
Lehigh University
B.S
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank