Merrill Lynch
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. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America
Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Merrill Lynch Salaries. You can even request information on how much does Merrill Lynch pay if you want to. Learn about salaries, pros and cons of working for Merrill Lynch directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Merrill Lynch Employees
Employee
Years
Job
Industry
Matthew Loughren Matthew Loughren's Merrill Lynch Experience January 2005 - January 2014
Job Vice President Financial Consultant
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Loughren Wealth Management January 2014 - April 2015
Merrill Lynch January 2005 - January 2014
Education
Iowa State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, Management
College Of Financial Planning
Chartered Retirement Planning Counselor
Charles Schwab April 2015 - Present
Loughren Wealth Management January 2014 - April 2015
Merrill Lynch January 2005 - January 2014
Education
Iowa State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, Management
College Of Financial Planning
Chartered Retirement Planning Counselor
Patrick Stephenson Patrick Stephenson's Merrill Lynch Experience May 2014 - May 2015
Job Client Account Manager at Albourne Partners
Industry Financial Services
Experience
Albourne Partners June 2015 - Present
Merrill Lynch May 2014 - May 2015
Genesee Regional Bank December 2013 - January 2014
Genesee Regional Bank May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Leadership, Customer Service, Finance, Financial Analysis, Strategic Financial..., Risk Management, Investments, Thompson One, Series 7, Bloomberg Terminal
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
McQuaid Jesuit High School 2006 — 2010
Albourne Partners June 2015 - Present
Merrill Lynch May 2014 - May 2015
Genesee Regional Bank December 2013 - January 2014
Genesee Regional Bank May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Leadership, Customer Service, Finance, Financial Analysis, Strategic Financial..., Risk Management, Investments, Thompson One, Series 7, Bloomberg Terminal
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance
McQuaid Jesuit High School 2006 — 2010
Andrew Giordano's Merrill Lynch Experience June 2011 - August 2011
Job Senior Consultant | Workday Financial Management at IBM
Industry Management Consulting
Experience
IBM August 2014 - Present
IBM October 2012 - May 2014
Minutemen Equity Fund January 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Mountainside Hospital May 2011 - July 2011
New Jersey MLB June 2010 - September 2010
Skills
Workday, ERP, Investments, Financial Modeling, Equity Valuation, Management, Financial Analysis, Microsoft Office, Analysis, Equity Research, Consulting, Microsoft Excel, Public Speaking, PowerPoint, Business Analysis, Social Media, Leadership, Microsoft Word, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance, Sports Management
IBM August 2014 - Present
IBM October 2012 - May 2014
Minutemen Equity Fund January 2011 - May 2012
Merrill Lynch June 2011 - August 2011
Mountainside Hospital May 2011 - July 2011
New Jersey MLB June 2010 - September 2010
Skills
Workday, ERP, Investments, Financial Modeling, Equity Valuation, Management, Financial Analysis, Microsoft Office, Analysis, Equity Research, Consulting, Microsoft Excel, Public Speaking, PowerPoint, Business Analysis, Social Media, Leadership, Microsoft Word, Social Networking
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance, Sports Management
Brad Bullock Brad Bullock's Merrill Lynch Experience January 1998 - December 1999
Job Partnerships Manager at Lending Club
Industry Information Technology and Services
Experience
Lending Club April 2015 - Present
Lending Club July 2014 - April 2015
New Relic November 2013 - July 2014
ClearSlide November 2012 - October 2013
Gerson Lehrman Group January 2011 - November 2012
The Macquarie Group January 2008 - February 2011
Leerink Swann LLC July 2004 - January 2008
Commerce One July 2000 - May 2003
Merrill Lynch January 1998 - December 1999
Donaldson, Lufkin & Jenrette January 1997 - January 1998
Skills
Sales, SaaS, Start-ups, New Business Development, Investments, Account Management, Business Development, Enterprise Software, Solution Selling, Equity Research, Leadership, Venture Capital
Education
Ithaca College 1990 — 1994
Bachelor of Arts (B.A.), History
NYU School of Professional Studies 2007 — 2007
Certificate, Financial Accounting
Kimball Union Academy 1986 — 1990
Diploma, General
Lending Club April 2015 - Present
Lending Club July 2014 - April 2015
New Relic November 2013 - July 2014
ClearSlide November 2012 - October 2013
Gerson Lehrman Group January 2011 - November 2012
The Macquarie Group January 2008 - February 2011
Leerink Swann LLC July 2004 - January 2008
Commerce One July 2000 - May 2003
Merrill Lynch January 1998 - December 1999
Donaldson, Lufkin & Jenrette January 1997 - January 1998
Skills
Sales, SaaS, Start-ups, New Business Development, Investments, Account Management, Business Development, Enterprise Software, Solution Selling, Equity Research, Leadership, Venture Capital
Education
Ithaca College 1990 — 1994
Bachelor of Arts (B.A.), History
NYU School of Professional Studies 2007 — 2007
Certificate, Financial Accounting
Kimball Union Academy 1986 — 1990
Diploma, General
Don Slack Don Slack's Merrill Lynch Experience April 2004 - June 2006
Job Senior Programmer Analyst at Newedge USA, LLC
Industry Financial Services
Experience
Newedge USA, LLC July 2006 - Present
Merrill Lynch April 2004 - June 2006
ABN AMRO Sage July 1994 - March 2004
Skills
Options, Risk, Requirements Analysis
Education
Iowa State University
University of Illinois at Chicago
Newedge USA, LLC July 2006 - Present
Merrill Lynch April 2004 - June 2006
ABN AMRO Sage July 1994 - March 2004
Skills
Options, Risk, Requirements Analysis
Education
Iowa State University
University of Illinois at Chicago
Ronald E. Newcomb Ronald E. Newcomb's Merrill Lynch Experience September 2012 - May 2014
Job Investments
Industry Venture Capital & Private Equity
Experience
Newcomb Publications, LLC. August 2008 - Present
Merrill Lynch September 2012 - May 2014
Trimble Navigation 1998 - 2008
Ingersoll Rand 1979 - 1997
Skills
Series 7, Business Development, Wealth Management, Sales, Marketing, Managerial Finance, Strategic Planning, CRM, Delivering Results, Personal Development, Sales Management, New Business Development, Product Development, Account Management, Cross-functional Team..., Product Management, Marketing Strategy, Leadership, Strategy, Management, Business Planning, Forecasting, Direct Marketing, Program Management, Human Resources, Small Business, Talent Management, Finance, Analysis, Sales Process, Entrepreneurship, Executive Management, Strategic Financial..., Mergers & Acquisitions, Start-ups, Business Strategy
Education
Iowa State University
BS, Minor Economics
Mahler
University of Michigan
Newcomb Publications, LLC. August 2008 - Present
Merrill Lynch September 2012 - May 2014
Trimble Navigation 1998 - 2008
Ingersoll Rand 1979 - 1997
Skills
Series 7, Business Development, Wealth Management, Sales, Marketing, Managerial Finance, Strategic Planning, CRM, Delivering Results, Personal Development, Sales Management, New Business Development, Product Development, Account Management, Cross-functional Team..., Product Management, Marketing Strategy, Leadership, Strategy, Management, Business Planning, Forecasting, Direct Marketing, Program Management, Human Resources, Small Business, Talent Management, Finance, Analysis, Sales Process, Entrepreneurship, Executive Management, Strategic Financial..., Mergers & Acquisitions, Start-ups, Business Strategy
Education
Iowa State University
BS, Minor Economics
Mahler
University of Michigan
Michael Saccento's Merrill Lynch Experience March 2003 - March 2005
Job Secondary Markets and Risk Management Professional
Industry Information Technology and Services
Experience
CoreLogic January 2015 - Present
CoreLogic July 2008 - January 2015
IndyMac Bank September 2006 - July 2008
Bearingpoint September 2005 - September 2006
The Winter Group March 2005 - July 2005
Merrill Lynch March 2003 - March 2005
Credit Suisse February 2002 - March 2003
Skills
Risk Management, Capital Markets, Fixed Income, Valuation, Portfolio Management, Credit, Loans, Financial Risk, Due Diligence, Analytics, Business Analysis, Financial Services, Mortgage Lending, Securitization, Credit Analysis, Financial Analysis, Credit Risk, Banking, Structured Finance, Cash Management, Product Management, Business Development, Loan Servicing, Analysis, CRM, Strategy, Loss Mitigation, Predictive Analytics, Structured Products, Residential Mortgages, Management Consulting, Asset Management, Financial Modeling, Trading, Management, Finance, Securities, Process Improvement, Mortgage Servicing, Program Management, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Corporate Finance
Virginia Polytechnic Institute and State University 1997 — 1998
Computer Science
CoreLogic January 2015 - Present
CoreLogic July 2008 - January 2015
IndyMac Bank September 2006 - July 2008
Bearingpoint September 2005 - September 2006
The Winter Group March 2005 - July 2005
Merrill Lynch March 2003 - March 2005
Credit Suisse February 2002 - March 2003
Skills
Risk Management, Capital Markets, Fixed Income, Valuation, Portfolio Management, Credit, Loans, Financial Risk, Due Diligence, Analytics, Business Analysis, Financial Services, Mortgage Lending, Securitization, Credit Analysis, Financial Analysis, Credit Risk, Banking, Structured Finance, Cash Management, Product Management, Business Development, Loan Servicing, Analysis, CRM, Strategy, Loss Mitigation, Predictive Analytics, Structured Products, Residential Mortgages, Management Consulting, Asset Management, Financial Modeling, Trading, Management, Finance, Securities, Process Improvement, Mortgage Servicing, Program Management, Vendor Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Corporate Finance
Virginia Polytechnic Institute and State University 1997 — 1998
Computer Science
Mike Banasiak Mike Banasiak's Merrill Lynch Experience 2005 - 2006
Job CFP® at Legacy Financial Group
Industry Financial Services
Experience
Legacy Financial Group 2006 - Present
LinkedIn Social February 2013 - Present
YP Leaders Symposium January 2013 - Present
Young Variety of Iowa May 2013 - Present
Devour Des Moines January 2011 - Present
Young Professionals Connection January 2010 - December 2013
Greater Des Moines Leadership Institute September 2012 - May 2013
Merrill Lynch 2005 - 2006
Iowa State University 2003 - 2004
Skills
Strategic Financial..., Small Business, Wealth Management, Public Speaking, Marketing, Social Media, Retirement Planning, Insurance, Securities, Leadership, Investments, Strategic Planning, Finance, Fixed Annuities, Financial Analysis, Management, Life Insurance, Financial Services, Portfolio Management, Investment Advisory, 401k, Asset Management, Estate Planning, Series 7, Financial Advisory, Wealth, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Employee Benefits
Education
Iowa State University - College of Business 2000 — 2005
BS, Marketing & Management
Legacy Financial Group 2006 - Present
LinkedIn Social February 2013 - Present
YP Leaders Symposium January 2013 - Present
Young Variety of Iowa May 2013 - Present
Devour Des Moines January 2011 - Present
Young Professionals Connection January 2010 - December 2013
Greater Des Moines Leadership Institute September 2012 - May 2013
Merrill Lynch 2005 - 2006
Iowa State University 2003 - 2004
Skills
Strategic Financial..., Small Business, Wealth Management, Public Speaking, Marketing, Social Media, Retirement Planning, Insurance, Securities, Leadership, Investments, Strategic Planning, Finance, Fixed Annuities, Financial Analysis, Management, Life Insurance, Financial Services, Portfolio Management, Investment Advisory, 401k, Asset Management, Estate Planning, Series 7, Financial Advisory, Wealth, Retirement, Long-term Care, Term Life Insurance, Mutual Funds, Employee Benefits
Education
Iowa State University - College of Business 2000 — 2005
BS, Marketing & Management
Brant Despathy's Merrill Lynch Experience October 1994 - January 2001
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2009 - Present
Citigroup Smith Barney January 2001 - May 2009
Merrill Lynch October 1994 - January 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
Bachelor of Science (BS)
RBC Wealth Management May 2009 - Present
Citigroup Smith Barney January 2001 - May 2009
Merrill Lynch October 1994 - January 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1989
Bachelor of Science (BS)
David A. Lieberman David A. Lieberman's Merrill Lynch Experience 2003 - 2005
Job National Sales Manager, Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
UBS Wealth Management August 2011 - July 2013
UBS 2006 - 2011
UBS 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1991 - 1998
Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...
Education
Ithaca College 1982 — 1986
Bachelor's degree, Business Management
Ameriprise Financial Services, Inc. January 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - January 2015
UBS Wealth Management August 2011 - July 2013
UBS 2006 - 2011
UBS 2005 - 2006
Merrill Lynch 2003 - 2005
Merrill Lynch 2000 - 2003
Merrill Lynch 1998 - 2000
Merrill Lynch 1991 - 1998
Skills
FINRA 7,9,10,24,63,65,66, Certified Investment..., Life Insurance, Asset Management, Financial Services, IRA, Leadership, Financial Planning, Annuities, Defined Contribution, Retirement Income...
Education
Ithaca College 1982 — 1986
Bachelor's degree, Business Management
Elizabeth Gawrys's Merrill Lynch Experience July 2012 - August 2012
Job Intern at BAE Systems
Industry Accounting
Experience
BAE Systems June 2013 - Present
PwC May 2013 - May 2013
Merrill Lynch July 2012 - August 2012
YMCA June 2011 - August 2012
Skills
Time Management, Team Building, Lifeguarding, Networking, Leadership, Social Networking, Microsoft Office, PowerPoint
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), Accounting & Business Administration with a Concentration in Finance
Ballston Spa High School 2006 — 2010
BAE Systems June 2013 - Present
PwC May 2013 - May 2013
Merrill Lynch July 2012 - August 2012
YMCA June 2011 - August 2012
Skills
Time Management, Team Building, Lifeguarding, Networking, Leadership, Social Networking, Microsoft Office, PowerPoint
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), Accounting & Business Administration with a Concentration in Finance
Ballston Spa High School 2006 — 2010
Michael Kaldenberg, CRPC ® Michael Kaldenberg, CRPC ®'s Merrill Lynch Experience 1986 - Present
Job Vice President Financial Advisor at Merrll Lynch
Industry Financial Services
Experience
Merrill Lynch 1986 - Present
Skills
Wealth Management, Asset Allocation, Insurance, Investments, Retirement Planning, Series 7, Series 63
Education
Iowa State University 1972 — 1975
Bachelor of Arts (B.A.), Communication, General
Merrill Lynch 1986 - Present
Skills
Wealth Management, Asset Allocation, Insurance, Investments, Retirement Planning, Series 7, Series 63
Education
Iowa State University 1972 — 1975
Bachelor of Arts (B.A.), Communication, General
Matthew Brueggen's Merrill Lynch Experience May 2012 - July 2012
Job Associate at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC June 2015 - Present
Cambridge Investment Research May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Merrill Lynch May 2012 - July 2012
Skills
Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Access, Leadership, Data Analysis, Event Planning, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Finance
Bettendorf High School 2008 — 2010
General Education
Lake Middle School
Middleton Elementary
Finity Group, LLC June 2015 - Present
Cambridge Investment Research May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Merrill Lynch May 2012 - July 2012
Skills
Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Access, Leadership, Data Analysis, Event Planning, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Finance
Bettendorf High School 2008 — 2010
General Education
Lake Middle School
Middleton Elementary
Matthew Roche Matthew Roche's Merrill Lynch Experience September 2015 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2015 - Present
Fortren Funding LLC August 2014 - May 2015
Ithaca College August 2010 - May 2014
J.S. Hewitt Entrepreneurial Ventures June 2013 - August 2013
Morris County Golf Club March 2010 - August 2012
Cromwell Hills Pool June 2007 - September 2009
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Photoshop, Facebook, Event Planning, SPSS, Editing, Customer Service, Sales, Social Networking
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), Finance, General
Morristown High School 2006 — 2010
Merrill Lynch September 2015 - Present
Fortren Funding LLC August 2014 - May 2015
Ithaca College August 2010 - May 2014
J.S. Hewitt Entrepreneurial Ventures June 2013 - August 2013
Morris County Golf Club March 2010 - August 2012
Cromwell Hills Pool June 2007 - September 2009
Skills
PowerPoint, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Photoshop, Facebook, Event Planning, SPSS, Editing, Customer Service, Sales, Social Networking
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), Finance, General
Morristown High School 2006 — 2010
Alejo Orvananos Alejo Orvananos's Merrill Lynch Experience April 2009 - Present
Job Senior Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Citi January 2003 - February 2009
Banamex Accival January 2000 - February 2003
Skills
Advisory for High Net..., Wealth Preservation..., Strategic Planning, sales trading, Stock and Bond trading, Technical Analysis, Options Strategies, Hedging, Microsoft Excel, Microsoft Word, FX trading, English, PowerPoint, Windows, Trust and Estate..., Microsoft Office, Spanish, Model Portfolios, Equities, Investment Banking, Finance
Education
Wharton School, University of Pennsylvania 2010 — 2010
Merrill Lynch Client Relationship Program
IPADE
Completed first year of MEDEX before getting transferred to New York with Citi Private Bank
Universidad Iberoamericana, Ciudad de México
Bachelor of Business Administration (B.B.A.), Finance, General
Merrill Lynch April 2009 - Present
Citi January 2003 - February 2009
Banamex Accival January 2000 - February 2003
Skills
Advisory for High Net..., Wealth Preservation..., Strategic Planning, sales trading, Stock and Bond trading, Technical Analysis, Options Strategies, Hedging, Microsoft Excel, Microsoft Word, FX trading, English, PowerPoint, Windows, Trust and Estate..., Microsoft Office, Spanish, Model Portfolios, Equities, Investment Banking, Finance
Education
Wharton School, University of Pennsylvania 2010 — 2010
Merrill Lynch Client Relationship Program
IPADE
Completed first year of MEDEX before getting transferred to New York with Citi Private Bank
Universidad Iberoamericana, Ciudad de México
Bachelor of Business Administration (B.B.A.), Finance, General
Don Dexter Don Dexter's Merrill Lynch Experience October 1988 - February 1997
Job Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Bank of America March 1997 - Present
Merrill Lynch October 1988 - February 1997
Merrill Lynch February 1984 - September 1988
Skills
Business writing -..., Release Management,..., Microsoft Office Suite, Equities, Business Analysis, Vendor Management, Business Intelligence, Banking, Credit, Financial Services, Sales, Microsoft Office, Program Management, Portfolio Management, Trading, SDLC, Relationship Management, Finance, Strategy, Risk Management, Sales Management, Process Improvement, Management, Business Planning, Investment Banking, Derivatives, Strategic Planning
Education
Ithaca College 1979 — 1983
Bachelor Of Science, Business Management, Economics Minor
Ithaca College
Business Management Major, Economics Minor
Bank of America March 1997 - Present
Merrill Lynch October 1988 - February 1997
Merrill Lynch February 1984 - September 1988
Skills
Business writing -..., Release Management,..., Microsoft Office Suite, Equities, Business Analysis, Vendor Management, Business Intelligence, Banking, Credit, Financial Services, Sales, Microsoft Office, Program Management, Portfolio Management, Trading, SDLC, Relationship Management, Finance, Strategy, Risk Management, Sales Management, Process Improvement, Management, Business Planning, Investment Banking, Derivatives, Strategic Planning
Education
Ithaca College 1979 — 1983
Bachelor Of Science, Business Management, Economics Minor
Ithaca College
Business Management Major, Economics Minor
Michael Palermo Michael Palermo's Merrill Lynch Experience June 2013 - August 2013
Job Analyst at Comvest Partners
Industry Venture Capital & Private Equity
Experience
Comvest Partners June 2015 - Present
EY June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Ithaca College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Comvest Partners June 2015 - Present
EY June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Ithaca College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Dawn Caputo-Davison Dawn Caputo-Davison's Merrill Lynch Experience October 2006 - August 2008
Job Mortgage Loan Transaction Management/Due Diligence
Industry Financial Services
Experience
RBC Capital Markets April 2011 - February 2012
Merrill Lynch October 2006 - August 2008
Barclays Capital 2004 - 2006
Credit Suisse First Boston March 2000 - March 2004
Lehman Brothers June 1998 - March 2000
Skills
SBO 2000, Whole Loan Accounting, Residential Mortgage..., Residential Mortgage..., Residential Mortgage..., Project Management, Microsoft Excel, Microsoft Access, Microsoft Project, Microsoft Word
Education
Ithaca College 1993 — 1997
Bachelor of Science (B.S.), Administration of Health Services
RBC Capital Markets April 2011 - February 2012
Merrill Lynch October 2006 - August 2008
Barclays Capital 2004 - 2006
Credit Suisse First Boston March 2000 - March 2004
Lehman Brothers June 1998 - March 2000
Skills
SBO 2000, Whole Loan Accounting, Residential Mortgage..., Residential Mortgage..., Residential Mortgage..., Project Management, Microsoft Excel, Microsoft Access, Microsoft Project, Microsoft Word
Education
Ithaca College 1993 — 1997
Bachelor of Science (B.S.), Administration of Health Services
Daniel Renner Daniel Renner's Merrill Lynch Experience June 2011 - August 2011
Job Strategy Management Consultant at Merkle
Industry Management Consulting
Experience
Merkle January 2014 - Present
Merkle February 2012 - January 2014
Merrill Lynch June 2011 - August 2011
Callcredit Marketing Solutions 2010 - 2010
Iowa State University 2009 - 2010
Skills
Marketing, Marketing Strategy, Social Media, Social Media Marketing, Microsoft Office, CRM, Digital Marketing, Facebook, Social Networking, Excel, PowerPoint, Public Speaking, Teamwork, Financial Analysis, Strategic Planning, Fundraising, Salesforce.com, SAS, Microsoft SQL Server, Event Management, Management Consulting, Business Strategy, Strategy, Redpoint, Campaign Management, Email Campaigning, Direct Mail Campaigns, Campaign Strategies, Microsoft Excel, Microsoft Exchange, Microsoft Word, Direct Marketing
Education
Iowa State University 2007 — 2011
Bachelor of Applied Science (BASc), Marketing and Management
Weston High School 2004 — 2007
American Heritage
Merkle January 2014 - Present
Merkle February 2012 - January 2014
Merrill Lynch June 2011 - August 2011
Callcredit Marketing Solutions 2010 - 2010
Iowa State University 2009 - 2010
Skills
Marketing, Marketing Strategy, Social Media, Social Media Marketing, Microsoft Office, CRM, Digital Marketing, Facebook, Social Networking, Excel, PowerPoint, Public Speaking, Teamwork, Financial Analysis, Strategic Planning, Fundraising, Salesforce.com, SAS, Microsoft SQL Server, Event Management, Management Consulting, Business Strategy, Strategy, Redpoint, Campaign Management, Email Campaigning, Direct Mail Campaigns, Campaign Strategies, Microsoft Excel, Microsoft Exchange, Microsoft Word, Direct Marketing
Education
Iowa State University 2007 — 2011
Bachelor of Applied Science (BASc), Marketing and Management
Weston High School 2004 — 2007
American Heritage
Kellan Davidson Kellan Davidson's Merrill Lynch Experience May 2012 - April 2013
Job Video Editor and Motion Graphics Designer at Droga5
Industry Broadcast Media
Experience
Freelance April 2015 - Present
Droga5 April 2013 - April 2015
Merrill Lynch May 2012 - April 2013
Hudson West Productions April 2011 - January 2013
Ithaca College Technology Sevices September 2010 - May 2011
Skills
After Effects, Premiere, Cinema 4D, Photoshop, Illustrator, Adobe Audition, Final Cut Studio, Research, DVD Studio Pro, Motion Graphics, Compositing, Video Editing, Video Production, Post Production, Editing
Education
Ithaca College 2008 — 2011
BA, Journalism
Croton-Harmon High
Freelance April 2015 - Present
Droga5 April 2013 - April 2015
Merrill Lynch May 2012 - April 2013
Hudson West Productions April 2011 - January 2013
Ithaca College Technology Sevices September 2010 - May 2011
Skills
After Effects, Premiere, Cinema 4D, Photoshop, Illustrator, Adobe Audition, Final Cut Studio, Research, DVD Studio Pro, Motion Graphics, Compositing, Video Editing, Video Production, Post Production, Editing
Education
Ithaca College 2008 — 2011
BA, Journalism
Croton-Harmon High
Rachel Hart Rachel Hart's Merrill Lynch Experience August 2009 - December 2009
Job Country Risk Enhanced Stress and Risk Metrics Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley June 2011 - January 2013
Portfolio Performance: A Scenario Analysis of Portfolio Optimization & Alpha Investigation January 2011 - December 2012
Ithaca College September 2010 - May 2011
Ithaca College Real Time Fund August 2010 - May 2011
Deans' Hosts Organization May 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Eastman Savings and Loan May 2009 - August 2009
Skills
Excel, Thomson One, Bloomberg Terminal, Photoshop, Adobe Creative Suite, Eviews, PowerPoint, Microsoft Excel, Thompson One, Financial Analysis, VBA, Bloomberg, Finance, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters in Finance, Finance, General
Ithaca College 2007 — 2011
Bachelor of Science, Concentrations in Finance and Accounting
J.P. Morgan September 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley June 2011 - January 2013
Portfolio Performance: A Scenario Analysis of Portfolio Optimization & Alpha Investigation January 2011 - December 2012
Ithaca College September 2010 - May 2011
Ithaca College Real Time Fund August 2010 - May 2011
Deans' Hosts Organization May 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Eastman Savings and Loan May 2009 - August 2009
Skills
Excel, Thomson One, Bloomberg Terminal, Photoshop, Adobe Creative Suite, Eviews, PowerPoint, Microsoft Excel, Thompson One, Financial Analysis, VBA, Bloomberg, Finance, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters in Finance, Finance, General
Ithaca College 2007 — 2011
Bachelor of Science, Concentrations in Finance and Accounting
Laura Giordano Laura Giordano's Merrill Lynch Experience July 2007 - December 2011
Job Fitness and Wellness Professional with Project Management and Supplier Integration Experience
Industry Health, Wellness and Fitness
Experience
Optimize Your Space January 2013 - Present
LG Active January 2012 - Present
Bank of America June 2009 - December 2011
Merrill Lynch July 2007 - December 2011
Plus One Health Management, Inc. 1997 - 2007
Plus One 1997 - 2007
Doral Hotel and Resorts -fitness center 1995 - 1997
Skills
Manage Fitness Supplier..., Manage Amenity Supplier..., Change Management, Customer Relations, Vendor Management, Microsoft Office, Operations Management, Teamwork, Excel, Outlook, PowerPoint, Word, Hiring, Wellness, Health, Purchasing, Facilities Management, Personal Training, Operational Excellence, Risk Mitigation, Budget Development, Fitness, Team Building, Coaching, Customer Service, Team Leadership, Supervisory Skills, Microsoft Word, Risk Management, Sales Management, Sales, Management, Leadership Development, Event Planning, Program Management, Employee Wellness, Leadership, Contract Negotiation, Microsoft Excel, Sports, Project Management, Budgets, Training, Management Consulting, Fitness Training
Education
Queens College
Master of Science in Education, Exercise Science and Physical Education, 3.57
Ithaca College
BS, Fitness, Health
Optimize Your Space January 2013 - Present
LG Active January 2012 - Present
Bank of America June 2009 - December 2011
Merrill Lynch July 2007 - December 2011
Plus One Health Management, Inc. 1997 - 2007
Plus One 1997 - 2007
Doral Hotel and Resorts -fitness center 1995 - 1997
Skills
Manage Fitness Supplier..., Manage Amenity Supplier..., Change Management, Customer Relations, Vendor Management, Microsoft Office, Operations Management, Teamwork, Excel, Outlook, PowerPoint, Word, Hiring, Wellness, Health, Purchasing, Facilities Management, Personal Training, Operational Excellence, Risk Mitigation, Budget Development, Fitness, Team Building, Coaching, Customer Service, Team Leadership, Supervisory Skills, Microsoft Word, Risk Management, Sales Management, Sales, Management, Leadership Development, Event Planning, Program Management, Employee Wellness, Leadership, Contract Negotiation, Microsoft Excel, Sports, Project Management, Budgets, Training, Management Consulting, Fitness Training
Education
Queens College
Master of Science in Education, Exercise Science and Physical Education, 3.57
Ithaca College
BS, Fitness, Health
David J. Merriman David J. Merriman's Merrill Lynch Experience May 2011 - August 2011
Job Talent Manager at Atrium
Industry Staffing and Recruiting
Experience
Atrium Staffing January 2014 - Present
Merryfield Barnes Investment Advisors May 2012 - August 2013
Merryfield Barnes Investment Advisors January 2012 - May 2012
Ithaca College May 2011 - May 2012
Ithaca College September 2009 - May 2012
Merrill Lynch Wealth Management August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Attend National Charity January 2011 - May 2011
Unemployment Insurance Appeal Board (N.Y.S. Department of Labor) May 2010 - August 2010
Syracuse University: Carrier Dome August 2003 - August 2008
Skills
Finance, Recruiting, Permanent Placement, Sourcing, Microsoft Excel, Leadership, Financial Analysis, Equities, Wealth Management, Microsoft Office, Portfolio Management, Screening Resumes, Investment Strategies, Investments, Valuation, Mutual Funds, Financial Advisory, PowerPoint, Investment Advisory, Executive Search, Outlook, Bloomberg, Wealth Management..., Bloomberg Terminal, Relationship Management, Investment Management, Wealth Preservation..., Morningstar, Thompson One, Access, Social Media, Analysis, Strategic Financial..., Asset Allocation, Thomson One
Education
Ithaca College 2008 — 2012
Business Administration
Ithaca College London Center 2011 — 2011
Atrium Staffing January 2014 - Present
Merryfield Barnes Investment Advisors May 2012 - August 2013
Merryfield Barnes Investment Advisors January 2012 - May 2012
Ithaca College May 2011 - May 2012
Ithaca College September 2009 - May 2012
Merrill Lynch Wealth Management August 2011 - December 2011
Merrill Lynch May 2011 - August 2011
Attend National Charity January 2011 - May 2011
Unemployment Insurance Appeal Board (N.Y.S. Department of Labor) May 2010 - August 2010
Syracuse University: Carrier Dome August 2003 - August 2008
Skills
Finance, Recruiting, Permanent Placement, Sourcing, Microsoft Excel, Leadership, Financial Analysis, Equities, Wealth Management, Microsoft Office, Portfolio Management, Screening Resumes, Investment Strategies, Investments, Valuation, Mutual Funds, Financial Advisory, PowerPoint, Investment Advisory, Executive Search, Outlook, Bloomberg, Wealth Management..., Bloomberg Terminal, Relationship Management, Investment Management, Wealth Preservation..., Morningstar, Thompson One, Access, Social Media, Analysis, Strategic Financial..., Asset Allocation, Thomson One
Education
Ithaca College 2008 — 2012
Business Administration
Ithaca College London Center 2011 — 2011
Michael Prudente Michael Prudente's Merrill Lynch Experience June 2013 - August 2013
Job Business Analyst at Virtusa
Industry Financial Services
Experience
Virtusa June 2015 - Present
State Street September 2013 - May 2015
Pioneer Financial Group - Northwestern Mutual Wealth Management June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Leadership, Data Analysis, Microsoft Excel, Salesforce.com, Public Speaking, Wealth Management, Microsoft Word, Customer Service, Time Management, Social Media, PowerPoint, Teamwork, Networking, Finance, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Virtusa June 2015 - Present
State Street September 2013 - May 2015
Pioneer Financial Group - Northwestern Mutual Wealth Management June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Leadership, Data Analysis, Microsoft Excel, Salesforce.com, Public Speaking, Wealth Management, Microsoft Word, Customer Service, Time Management, Social Media, PowerPoint, Teamwork, Networking, Finance, Financial Modeling
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Alex Gifford Alex Gifford's Merrill Lynch Experience January 2012 - May 2012
Job Senior Equity Research Associate at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Fenimore Asset Management June 2012 - July 2012
Merrill Lynch January 2012 - May 2012
Ithaca College Investment Club August 2011 - May 2012
Ithaca College Investment Club August 2010 - May 2011
Skills
Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Bloomberg Terminal, Equity Research, Mutual Funds, Finance, Analysis, Research, Thomson ONE Investment..., Microsoft Excel, Capital Markets, Financial Institutions, DCF
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters of Science, Finance
Ithaca College 2009 — 2012
Bachelor of Science, Business Administration; Concentration: Finance; Minor: Economics
Citi August 2013 - Present
Fenimore Asset Management June 2012 - July 2012
Merrill Lynch January 2012 - May 2012
Ithaca College Investment Club August 2011 - May 2012
Ithaca College Investment Club August 2010 - May 2011
Skills
Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Bloomberg Terminal, Equity Research, Mutual Funds, Finance, Analysis, Research, Thomson ONE Investment..., Microsoft Excel, Capital Markets, Financial Institutions, DCF
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters of Science, Finance
Ithaca College 2009 — 2012
Bachelor of Science, Business Administration; Concentration: Finance; Minor: Economics
Jeff Romans, CRPS® Jeff Romans, CRPS®'s Merrill Lynch Experience 2008 - 2009
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Advisors February 2010 - Present
Merrill Lynch 2008 - 2009
Monarch Financial Services, LLC April 2004 - February 2008
Education
Iowa State University 2001 — 2004
Ameriprise Financial Advisors February 2010 - Present
Merrill Lynch 2008 - 2009
Monarch Financial Services, LLC April 2004 - February 2008
Education
Iowa State University 2001 — 2004
Scott Wickman's Merrill Lynch Experience January 1984 - November 2011
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2011 - Present
Merrill Lynch January 1984 - November 2011
Education
Iowa State University - College of Business 1975 — 1979
B.S., Business Management
Wells Fargo Advisors, LLC November 2011 - Present
Merrill Lynch January 1984 - November 2011
Education
Iowa State University - College of Business 1975 — 1979
B.S., Business Management
Craig Peskin, CMT Craig Peskin, CMT's Merrill Lynch Experience January 1994 - March 2000
Job Multi Asset Market Analyst
Industry Financial Services
Experience
T3 Trading Group, LLC October 2012 - April 2015
MF Global July 2009 - September 2011
ISI Group Inc. March 2007 - July 2009
Lehman Brothers June 2002 - March 2007
Instinet Group March 2000 - June 2002
Merrill Lynch January 1994 - March 2000
Merrill Lynch February 1992 - July 1993
Skills
Equities, Technical Analysis, Trading, ETFs, Equity Research, Bloomberg Terminal, Bloomberg, Factset, Series 7, Hedge Funds, Financial Markets, Investments, Stock Market, Stock Picking, Equity Derivatives, Options, Sentiment Analysis, Momentum Indicators, Securities
Education
New York Institute of Finance 1993 — 1994
Technical Analysis I & II
Ithaca College 1987 — 1991
Bachelor’s Degree, Business Management
T3 Trading Group, LLC October 2012 - April 2015
MF Global July 2009 - September 2011
ISI Group Inc. March 2007 - July 2009
Lehman Brothers June 2002 - March 2007
Instinet Group March 2000 - June 2002
Merrill Lynch January 1994 - March 2000
Merrill Lynch February 1992 - July 1993
Skills
Equities, Technical Analysis, Trading, ETFs, Equity Research, Bloomberg Terminal, Bloomberg, Factset, Series 7, Hedge Funds, Financial Markets, Investments, Stock Market, Stock Picking, Equity Derivatives, Options, Sentiment Analysis, Momentum Indicators, Securities
Education
New York Institute of Finance 1993 — 1994
Technical Analysis I & II
Ithaca College 1987 — 1991
Bachelor’s Degree, Business Management
Jonathan Ha Jonathan Ha's Merrill Lynch Experience June 2010 - August 2010
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture February 2012 - Present
IBM June 2011 - 2012
Merrill Lynch June 2010 - August 2010
V&E Realty July 2007 - 2010
Umass Residence Hall Security April 2009 - December 2009
Macy's June 2009 - August 2009
Hastone Homestore July 2007 - June 2008
Skills
Microsoft Office, Hyperion, DB2, Brio Query, Essbase, Bloomberg, Lotus Notes, Fluent in Cantonese, Intermediate Mandarin, Conversational Japanese, Workday, Data Analysis, Microsoft Excel, Data Modeling, Retail, Data Mining, Data Conversion, Cloud Computing, HRIS, Finance, Management, Financial Analysis, Training
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Economics, Chinese
University of Massachusetts, Amherst
Bachelors, Finance and Economics
Accenture February 2012 - Present
IBM June 2011 - 2012
Merrill Lynch June 2010 - August 2010
V&E Realty July 2007 - 2010
Umass Residence Hall Security April 2009 - December 2009
Macy's June 2009 - August 2009
Hastone Homestore July 2007 - June 2008
Skills
Microsoft Office, Hyperion, DB2, Brio Query, Essbase, Bloomberg, Lotus Notes, Fluent in Cantonese, Intermediate Mandarin, Conversational Japanese, Workday, Data Analysis, Microsoft Excel, Data Modeling, Retail, Data Mining, Data Conversion, Cloud Computing, HRIS, Finance, Management, Financial Analysis, Training
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors, Finance, Economics, Chinese
University of Massachusetts, Amherst
Bachelors, Finance and Economics
Rono Chatterjee's Merrill Lynch Experience August 2010 - June 2012
Job Business Analyst at State Street
Industry Financial Services
Experience
State Street Bank September 2013 - Present
FareSplitter August 2012 - March 2013
Merrill Lynch August 2010 - June 2012
Nasthon Partners January 2010 - January 2010
John Hancock Investment Services June 2009 - August 2009
Joseph Gunnar & Co., Investment Bank June 2008 - August 2008
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance & Healthcare
State Street Bank September 2013 - Present
FareSplitter August 2012 - March 2013
Merrill Lynch August 2010 - June 2012
Nasthon Partners January 2010 - January 2010
John Hancock Investment Services June 2009 - August 2009
Joseph Gunnar & Co., Investment Bank June 2008 - August 2008
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance & Healthcare
Veronica Seale Veronica Seale's Merrill Lynch Experience March 1998 - September 2002
Job Process Excellence and Innovation Leader
Industry Financial Services
Experience
Verizon January 2014 - Present
JPMorgan Chase September 2009 - November 2013
JPMorgan Chase July 2005 - September 2010
Chase Home Finance 2002 - 2008
JPMorgan Chase September 2004 - July 2005
JPMorgan Chase September 2002 - September 2004
Merrill Lynch March 1998 - September 2002
AIG 1993 - 1998
Skills
Process Improvement, Strategy, Project Management, Leadership, Program Management, Management, Strategic Planning, Six Sigma, Competitive Analysis, Product Management, Analytics, Business Strategy, Multicultural Marketing, Coaching, Public Speaking, Marketing Strategy, Marketing, Media Relations, Talent Management, Strategic Planning &..., Six Sigma Master Black..., Diversity & Inclusion, Agency Agreements, iGrafx, Cross-functional Team...
Education
Ithaca College
BFA, Theater Management
New Jersey Institute of Technology
Graduate Certificate in eCommerce
Verizon January 2014 - Present
JPMorgan Chase September 2009 - November 2013
JPMorgan Chase July 2005 - September 2010
Chase Home Finance 2002 - 2008
JPMorgan Chase September 2004 - July 2005
JPMorgan Chase September 2002 - September 2004
Merrill Lynch March 1998 - September 2002
AIG 1993 - 1998
Skills
Process Improvement, Strategy, Project Management, Leadership, Program Management, Management, Strategic Planning, Six Sigma, Competitive Analysis, Product Management, Analytics, Business Strategy, Multicultural Marketing, Coaching, Public Speaking, Marketing Strategy, Marketing, Media Relations, Talent Management, Strategic Planning &..., Six Sigma Master Black..., Diversity & Inclusion, Agency Agreements, iGrafx, Cross-functional Team...
Education
Ithaca College
BFA, Theater Management
New Jersey Institute of Technology
Graduate Certificate in eCommerce
Gregory Peck Gregory Peck's Merrill Lynch Experience May 2011 - August 2012
Job Business Development Executive at HewlettPackard, Aurasma
Industry Marketing and Advertising
Experience
Hewlett-Packard May 2015 - Present
Ricoh Americas Corporation September 2013 - April 2015
Consolidated Carpet June 2012 - September 2013
Merrill Lynch May 2011 - August 2012
Ithaca College January 2011 - May 2012
Campus Socialite Media January 2011 - March 2012
Vector Marketing May 2010 - October 2011
Skills
Marketing, Sales, PowerPoint, Teamwork, Microsoft Excel, Marketing Strategy, Microsoft Office, Social Media, Budgets, Financial Analysis, Sales Process, Time management, Project Management, New Business Development, Customer Service, Social Networking, Customer Satisfaction, Data Recovery, Managed Document Review, eDiscovery, Data Forensics, SaaS, Digital Forensics, Business communications, Decision making, Contract Negotiation, Purchasing, Strategic Planning, Leadership, Value Engineering, Invoicing, Negotiation, Account Management, Team Building, Team Leadership, Intercollegiate..., Cold Calling, Advertising, Business Development, Networking, Strategy, Marketing Research, Email Marketing, CRM, Market Research, Sales & Marketing..., Building New Business, New Business..., New Business Generation, Solution Selling
Education
Ithaca College 2008 — 2012
Business Administration, Marketing, 3.01
Ithaca College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.01
Hewlett-Packard May 2015 - Present
Ricoh Americas Corporation September 2013 - April 2015
Consolidated Carpet June 2012 - September 2013
Merrill Lynch May 2011 - August 2012
Ithaca College January 2011 - May 2012
Campus Socialite Media January 2011 - March 2012
Vector Marketing May 2010 - October 2011
Skills
Marketing, Sales, PowerPoint, Teamwork, Microsoft Excel, Marketing Strategy, Microsoft Office, Social Media, Budgets, Financial Analysis, Sales Process, Time management, Project Management, New Business Development, Customer Service, Social Networking, Customer Satisfaction, Data Recovery, Managed Document Review, eDiscovery, Data Forensics, SaaS, Digital Forensics, Business communications, Decision making, Contract Negotiation, Purchasing, Strategic Planning, Leadership, Value Engineering, Invoicing, Negotiation, Account Management, Team Building, Team Leadership, Intercollegiate..., Cold Calling, Advertising, Business Development, Networking, Strategy, Marketing Research, Email Marketing, CRM, Market Research, Sales & Marketing..., Building New Business, New Business..., New Business Generation, Solution Selling
Education
Ithaca College 2008 — 2012
Business Administration, Marketing, 3.01
Ithaca College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 3.01
Craig A. Martin Craig A. Martin's Merrill Lynch Experience September 1988 - December 1988
Job
Industry Law Practice
Experience
Labaton Sucharow LLP September 2004 - September 2014
Seton Hall Univeristy School of Law and New York University's Stern School of Business September 2001 - August 2004
Marsh & McLennan Companies, Inc. 2001 - 2001
Bristol-Myers Squibb 1997 - 2000
Grey Advertising 1995 - 1997
Deloitte & Touche LLP 1990 - 1995
Merrill Lynch September 1988 - December 1988
Skills
Securities Litigation, Securities, Accounting, Securities Law, Securities Fraud, Class Actions, Corporate Law, Securities Regulation, Litigation, Trials, Arbitration, Corporate Governance, Strategy, Mergers & Acquisitions, Due Diligence, Legal Writing, Litigation Support, Commercial Litigation, Licensing, Depositions, Legal Assistance, Legal Research, Legal Advice, Legal Issues, Employment Law, International Law, Bankruptcy, Civil Litigation, Intellectual Property, Competition Law, Fraud, Document Review, Mediation, Consumer Law, Cross-border..., Appeals, FINRA, Entertainment Law, Westlaw
Education
Seton Hall University School of Law 2001 — 2004
JD, Securities Law
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management and Entrepreneurship and Innovation
Ithaca College 1986 — 1990
B.S., Accounting
Ithaca College London Center 1988 — 1988
International Business
Labaton Sucharow LLP September 2004 - September 2014
Seton Hall Univeristy School of Law and New York University's Stern School of Business September 2001 - August 2004
Marsh & McLennan Companies, Inc. 2001 - 2001
Bristol-Myers Squibb 1997 - 2000
Grey Advertising 1995 - 1997
Deloitte & Touche LLP 1990 - 1995
Merrill Lynch September 1988 - December 1988
Skills
Securities Litigation, Securities, Accounting, Securities Law, Securities Fraud, Class Actions, Corporate Law, Securities Regulation, Litigation, Trials, Arbitration, Corporate Governance, Strategy, Mergers & Acquisitions, Due Diligence, Legal Writing, Litigation Support, Commercial Litigation, Licensing, Depositions, Legal Assistance, Legal Research, Legal Advice, Legal Issues, Employment Law, International Law, Bankruptcy, Civil Litigation, Intellectual Property, Competition Law, Fraud, Document Review, Mediation, Consumer Law, Cross-border..., Appeals, FINRA, Entertainment Law, Westlaw
Education
Seton Hall University School of Law 2001 — 2004
JD, Securities Law
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management and Entrepreneurship and Innovation
Ithaca College 1986 — 1990
B.S., Accounting
Ithaca College London Center 1988 — 1988
International Business
Steve Danilow Steve Danilow's Merrill Lynch Experience May 2008 - September 2008
Job Sales Experiential Representative at TaylorMadeadidas Golf Company
Industry Retail
Experience
TaylorMade-adidas Golf Company September 2015 - Present
Dave DiRico's Golf Shop July 2013 - August 2015
COBRA PUMA GOLF February 2013 - August 2015
TJX June 2010 - July 2013
Fran Johnson's Golf and Tennis May 2003 - September 2011
Merrill Lynch May 2008 - September 2008
DHL December 2007 - February 2008
Skills
Analysis, Retail, Microsoft Excel, Financial Analysis, PowerPoint, Forecasting, Microsoft Word, Trend Analysis, Leadership, Sales Management, Management, Customer Service, Strategic Planning, New Business Development, Inventory Management, Merchandising, Sales, Cold Calling, Apparel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Marketing
TaylorMade-adidas Golf Company September 2015 - Present
Dave DiRico's Golf Shop July 2013 - August 2015
COBRA PUMA GOLF February 2013 - August 2015
TJX June 2010 - July 2013
Fran Johnson's Golf and Tennis May 2003 - September 2011
Merrill Lynch May 2008 - September 2008
DHL December 2007 - February 2008
Skills
Analysis, Retail, Microsoft Excel, Financial Analysis, PowerPoint, Forecasting, Microsoft Word, Trend Analysis, Leadership, Sales Management, Management, Customer Service, Strategic Planning, New Business Development, Inventory Management, Merchandising, Sales, Cold Calling, Apparel
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
BBA, Marketing
Jeremy Bright Jeremy Bright's Merrill Lynch Experience May 2012 - August 2012
Job Investment Support Specialist at Raymond James Financial Inc.
Industry Investment Management
Experience
Raymond James Financial Inc. January 2015 - Present
Mercury Insurance October 2013 - January 2015
Merrill Lynch May 2012 - August 2012
Skills
Macroeconomics, Bloomberg, Financial Markets, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Networking, Financial Analysis, Trading
Education
Ithaca College 2010 — 2013
Bachelors of Science, Business Administration; Finance
Ozarks Technical Community College 2008 — 2010
English and Sociology
Raymond James Financial Inc. January 2015 - Present
Mercury Insurance October 2013 - January 2015
Merrill Lynch May 2012 - August 2012
Skills
Macroeconomics, Bloomberg, Financial Markets, Research, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Networking, Financial Analysis, Trading
Education
Ithaca College 2010 — 2013
Bachelors of Science, Business Administration; Finance
Ozarks Technical Community College 2008 — 2010
English and Sociology
Robyn Kreuer Robyn Kreuer's Merrill Lynch Experience August 2011 - February 2013
Job Founder and Managing Partner
Industry Investment Management
Experience
Eagle Eye Investments, LLC February 2013 - Present
Merrill Lynch August 2011 - February 2013
Kreuer Appraisal January 1994 - 2007
Skills
Wealth Management, Portfolio Management, Finance, Investment Strategies, Estate Planning
Education
Iowa State University 1975 — 1979
Bachelor's degree, Apparel and Textiles
Eagle Eye Investments, LLC February 2013 - Present
Merrill Lynch August 2011 - February 2013
Kreuer Appraisal January 1994 - 2007
Skills
Wealth Management, Portfolio Management, Finance, Investment Strategies, Estate Planning
Education
Iowa State University 1975 — 1979
Bachelor's degree, Apparel and Textiles
Bruce Greenwald's Merrill Lynch Experience November 2004 - November 2008
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch November 2004 - November 2008
Smith Barney February 1999 - November 2004
Republic National Bank August 1996 - February 1999
BP March 1992 - June 1994
BP December 1987 - March 1992
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1983
MBA, Finance
Ithaca College 1976 — 1980
BS, Economics
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch November 2004 - November 2008
Smith Barney February 1999 - November 2004
Republic National Bank August 1996 - February 1999
BP March 1992 - June 1994
BP December 1987 - March 1992
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1983
MBA, Finance
Ithaca College 1976 — 1980
BS, Economics
Beth Chunn's Merrill Lynch Experience 2003 - 2005
Job General Manager at Rasmussen Reports
Industry Financial Services
Experience
Rasmussen Reports January 2014 - Present
Rasmussen Reports August 2010 - January 2014
Meridian Health November 2005 - July 2010
Merrill Lynch 2003 - 2005
Morgan Stanley 1999 - 2003
Merrill Lynch September 1998 - May 1999
Asbury Park Press August 1997 - September 1998
The Weather Channel October 1995 - July 1997
Skills
Marketing Strategy, Copywriting, Marketing, Social Media, Press Releases, Management, Social Media Marketing, Content Strategy, Public Relations, Marketing Communications, Advertising, Strategic Planning, Acquisition Marketing, Customer Retention, Retention Strategies, Customer Relations, Data Analysis, Reporting & Analysis, Product Marketing, Team Management, Problem Solving, Project Management, Integrated Marketing, Direct Mail, Program Management, Creative Direction, Sales, Internal Communications, Online Advertising, Online Marketing, Web Content
Education
Ithaca College 1991 — 1995
Bachelor of Arts
Rasmussen Reports January 2014 - Present
Rasmussen Reports August 2010 - January 2014
Meridian Health November 2005 - July 2010
Merrill Lynch 2003 - 2005
Morgan Stanley 1999 - 2003
Merrill Lynch September 1998 - May 1999
Asbury Park Press August 1997 - September 1998
The Weather Channel October 1995 - July 1997
Skills
Marketing Strategy, Copywriting, Marketing, Social Media, Press Releases, Management, Social Media Marketing, Content Strategy, Public Relations, Marketing Communications, Advertising, Strategic Planning, Acquisition Marketing, Customer Retention, Retention Strategies, Customer Relations, Data Analysis, Reporting & Analysis, Product Marketing, Team Management, Problem Solving, Project Management, Integrated Marketing, Direct Mail, Program Management, Creative Direction, Sales, Internal Communications, Online Advertising, Online Marketing, Web Content
Education
Ithaca College 1991 — 1995
Bachelor of Arts
Chad Astmann Chad Astmann's Merrill Lynch Experience 2000 - 2002
Job Head of North American Asset Management at Heidrick & Struggles
Industry Financial Services
Experience
Heidrick & Struggles May 2005 - Present
Michael Page 2003 - 2005
Merrill Lynch 2000 - 2002
Education
New York University 2006 — 2008
MA, Industrial/Organizational Psychology
Ithaca College 1995 — 1999
BA, Psychology
Heidrick & Struggles May 2005 - Present
Michael Page 2003 - 2005
Merrill Lynch 2000 - 2002
Education
New York University 2006 — 2008
MA, Industrial/Organizational Psychology
Ithaca College 1995 — 1999
BA, Psychology
Curtis terKuile Curtis terKuile's Merrill Lynch Experience 1993 - 2000
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2008 - Present
SMITH BARNEY 1998 - 2008
Merrill Lynch 1993 - 2000
amex publishing 1998 - 1999
amex publishing 1998 - 1999
amex publishing 1998 - 1999
Skills
Investments, Alternative Investments, Asset Allocation, Sales, Equities, Fixed Income, Hedge Funds, Retirement Planning, Mutual Funds, Series 63, Loans, Real Estate, Series 7, Strategic Financial..., Financial Analysis, Estate Planning..., Financial Planning, Financial Services, Management
Education
Ithaca College 1980 — 1984
BS, BUS ADMIN
litchfield high
Wells Fargo Advisors, LLC December 2008 - Present
SMITH BARNEY 1998 - 2008
Merrill Lynch 1993 - 2000
amex publishing 1998 - 1999
amex publishing 1998 - 1999
amex publishing 1998 - 1999
Skills
Investments, Alternative Investments, Asset Allocation, Sales, Equities, Fixed Income, Hedge Funds, Retirement Planning, Mutual Funds, Series 63, Loans, Real Estate, Series 7, Strategic Financial..., Financial Analysis, Estate Planning..., Financial Planning, Financial Services, Management
Education
Ithaca College 1980 — 1984
BS, BUS ADMIN
litchfield high
Barbara Grant Barbara Grant's Merrill Lynch Experience October 1996 - March 1998
Job Registered Financial Services Professional
Industry Financial Services
Experience
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
JPMorgan Securities LLC October 2012 - December 2013
Credit Suisse June 2012 - July 2012
Raymond James & Associates, Inc June 2011 - April 2012
Waddell & Reed, 2009-2010 May 2009 - May 2010
HealthSpring, 2008-2009 September 2008 - January 2009
AON Corporation December 2006 - August 2008
Self Employed March 2001 - December 2006
MassMutual Financial Group September 1998 - March 2001
Merrill Lynch October 1996 - March 1998
Peregrine Financial Group April 1993 - October 1996
Education
Ithaca College
Bachelor of Arts, English
Northwestern University School of Continuing Studies
CFP® designation in progress.
Syracuse University
DIPA Strasbourg, France
The Latin School of Chicago
The Masters School
Didier Bloch Didier Bloch's Merrill Lynch Experience 1997 - 1999
Job Director, IT and Operations
Industry Computer Software
Experience
Freestyle Solutions 2015 - 2015
Freestyle Solutions 2015 - 2015
usablenet May 2012 - March 2013
SunGard Data Systems June 2001 - February 2012
Microbank Inc. 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Information Security, Disaster Recovery, Business Continuity, Information Security..., Security, CISSP, IT Management, IT Strategy, ITIL, Data Center, IT Operations, Cloud Computing, Integration, Information Technology, Vendor Management, IT Service Management, Management, Governance, IT Audit, Incident Management, Service Delivery, Infrastructure, Leadership
Education
International Information Systems Security Certification Consortium, Inc., 2009 — 2009
Certified Information Systems Security Professional, Computer and Information Systems Security/Information Assurance
ITIL 2009 — 2009
ITIL V3.0 Foundation Certification, Computer and Information Sciences and Support Services
Information Systems Audit and Control Association 2007 — 2007
Certified Information Security Manager, Information Assuran
Information Systems Audit and Control Association 2007 — 2007
Certified Information Systems Auditor, Computer and Information Systems Security/Information Assurance
EC-Council 2006 — 2006
Certified Ethical Hacker, Information Technology
University of South Carolina - The Moore School of Business
Master of Business Administration (MBA), Management Sciences/Operational Research
ISC Paris
Masters Finance, Finance
Lycee Jean Moulin
Bachelor of Science (B.Sc.), Biology/Statistics
Freestyle Solutions 2015 - 2015
Freestyle Solutions 2015 - 2015
usablenet May 2012 - March 2013
SunGard Data Systems June 2001 - February 2012
Microbank Inc. 1999 - 2001
Merrill Lynch 1997 - 1999
Skills
Information Security, Disaster Recovery, Business Continuity, Information Security..., Security, CISSP, IT Management, IT Strategy, ITIL, Data Center, IT Operations, Cloud Computing, Integration, Information Technology, Vendor Management, IT Service Management, Management, Governance, IT Audit, Incident Management, Service Delivery, Infrastructure, Leadership
Education
International Information Systems Security Certification Consortium, Inc., 2009 — 2009
Certified Information Systems Security Professional, Computer and Information Systems Security/Information Assurance
ITIL 2009 — 2009
ITIL V3.0 Foundation Certification, Computer and Information Sciences and Support Services
Information Systems Audit and Control Association 2007 — 2007
Certified Information Security Manager, Information Assuran
Information Systems Audit and Control Association 2007 — 2007
Certified Information Systems Auditor, Computer and Information Systems Security/Information Assurance
EC-Council 2006 — 2006
Certified Ethical Hacker, Information Technology
University of South Carolina - The Moore School of Business
Master of Business Administration (MBA), Management Sciences/Operational Research
ISC Paris
Masters Finance, Finance
Lycee Jean Moulin
Bachelor of Science (B.Sc.), Biology/Statistics
Bradley Rowbotham Bradley Rowbotham's Merrill Lynch Experience June 2012 - August 2012
Job Private Markets Research Analyst at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC February 2015 - Present
NEPC October 2013 - February 2015
University of Massachusetts Amherst September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Pi Kappa Alpha Theta Mu Chapter May 2011 - May 2012
Calare Properties, Inc. June 2011 - August 2011
YMCA June 2007 - May 2011
Skills
Management, Finance, Portfolio Management, Recruiting, Financial Services, Competitive Analysis, Wealth Management, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Social Media, Leadership, Natural Horsemanship, Investments, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Westfield High School 2005 — 2009
NEPC, LLC February 2015 - Present
NEPC October 2013 - February 2015
University of Massachusetts Amherst September 2009 - May 2013
Merrill Lynch June 2012 - August 2012
Pi Kappa Alpha Theta Mu Chapter May 2011 - May 2012
Calare Properties, Inc. June 2011 - August 2011
YMCA June 2007 - May 2011
Skills
Management, Finance, Portfolio Management, Recruiting, Financial Services, Competitive Analysis, Wealth Management, Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Social Media, Leadership, Natural Horsemanship, Investments, Time Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Westfield High School 2005 — 2009
Curtis ter Kuile Curtis ter Kuile's Merrill Lynch Experience August 1993 - December 1998
Job Managing Director Investments
Industry Investment Management
Experience
Wells Fargo Advisors LLC December 2008 - Present
Smith Barney November 1998 - December 2008
Merrill Lynch August 1993 - December 1998
Skills
Investments, Retirement, Salesforce.com, Sales, Advertising, Prime Brokerage, Alternative Investments, Asset Allocation, Securities, Investment Advisory, Investment Management, Investment Strategies, Bonds, Wealth Management, Leveraged Finance, Equity Trading, Financial Advisory, Estate Planning, Finance
Education
Ithaca College 1980 — 1984
Bachelor of Science
Litchfield High School 1976 — 1980
Wells Fargo Advisors LLC December 2008 - Present
Smith Barney November 1998 - December 2008
Merrill Lynch August 1993 - December 1998
Skills
Investments, Retirement, Salesforce.com, Sales, Advertising, Prime Brokerage, Alternative Investments, Asset Allocation, Securities, Investment Advisory, Investment Management, Investment Strategies, Bonds, Wealth Management, Leveraged Finance, Equity Trading, Financial Advisory, Estate Planning, Finance
Education
Ithaca College 1980 — 1984
Bachelor of Science
Litchfield High School 1976 — 1980
Mark Rudovic Mark Rudovic's Merrill Lynch Experience August 2011 - December 2011
Job Client Account Manager at Albourne Partners
Industry Banking
Experience
Albourne Partners June 2014 - Present
Citi June 2013 - June 2014
Ithaca College Hedge Fund January 2013 - May 2013
Adirondack Cup September 2012 - May 2013
Ithaca College August 2012 - May 2013
Beta Alpha Psi February 2012 - May 2013
Ithaca Real Time Fund August 2012 - January 2013
Ithaca College Peer Advisors February 2012 - December 2012
Ithaca College June 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Corporate Finance, Bloomberg Terminal, Thompson One, Equity Research, Morningstar, Equities, Portfolio Management, Microsoft Excel, Access, Investment Management, Asset Management, Trading, Investments, Series 63, Series 7, Series 86, Series 87, Financial Modeling, Bloomberg, FINRA, Microsoft Office
Education
Ithaca College 2009 — 2013
Bachelor's, Finance
Albourne Partners June 2014 - Present
Citi June 2013 - June 2014
Ithaca College Hedge Fund January 2013 - May 2013
Adirondack Cup September 2012 - May 2013
Ithaca College August 2012 - May 2013
Beta Alpha Psi February 2012 - May 2013
Ithaca Real Time Fund August 2012 - January 2013
Ithaca College Peer Advisors February 2012 - December 2012
Ithaca College June 2012 - August 2012
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Corporate Finance, Bloomberg Terminal, Thompson One, Equity Research, Morningstar, Equities, Portfolio Management, Microsoft Excel, Access, Investment Management, Asset Management, Trading, Investments, Series 63, Series 7, Series 86, Series 87, Financial Modeling, Bloomberg, FINRA, Microsoft Office
Education
Ithaca College 2009 — 2013
Bachelor's, Finance
Rebecca Hoang Rebecca Hoang's Merrill Lynch Experience September 2009 - December 2009
Job Senior Audit Associate at White Nelson Diehl Evans LLP
Industry Accounting
Experience
White Nelson Diehl Evans LLP January 2015 - Present
White, Nelson & Co., LLP October 2012 - January 2015
Novogradac & Company LLP January 2012 - April 2012
California Pizza Kitchen June 2008 - January 2012
Merrill Lynch September 2009 - December 2009
Skills
Accounting, Tax, QuickBooks, Cost Accounting, Financial Reporting, GAAP, Auditing, Financial Statements, Forecasting, Leadership, Financial Analysis, Variance Analysis, Financial Modeling, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Tax Preparation, US GAAP, Account Reconciliation, Financial Accounting, Time Management
Education
Saddleback College 2011 — 2011
Accounting, CPA requirements
Irvine Valley College 2010 — 2011
Accounting, CPA qualifications
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Economics
White Nelson Diehl Evans LLP January 2015 - Present
White, Nelson & Co., LLP October 2012 - January 2015
Novogradac & Company LLP January 2012 - April 2012
California Pizza Kitchen June 2008 - January 2012
Merrill Lynch September 2009 - December 2009
Skills
Accounting, Tax, QuickBooks, Cost Accounting, Financial Reporting, GAAP, Auditing, Financial Statements, Forecasting, Leadership, Financial Analysis, Variance Analysis, Financial Modeling, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Tax Preparation, US GAAP, Account Reconciliation, Financial Accounting, Time Management
Education
Saddleback College 2011 — 2011
Accounting, CPA requirements
Irvine Valley College 2010 — 2011
Accounting, CPA qualifications
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Economics
Mark Tsiang, CIMA®'s Merrill Lynch Experience September 2004 - March 2006
Job RIA Hybrid Wholesaler, Institutional Advisor Team at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P.Morgan Asset Management March 2009 - Present
Evergreen Investments March 2006 - March 2009
Merrill Lynch September 2004 - March 2006
Morgan Stanley June 2002 - September 2004
Education
University of Pennsylvania - The Wharton School
Wharton Executive Education, Certified Investment Management Analyst (CIMA®) Program
Isenberg School of Management, UMass Amherst 2000 — 2002
Master of Business Administration (MBA), Concentration : Investments
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (BA), Economics, minor in Chinese
J.P.Morgan Asset Management March 2009 - Present
Evergreen Investments March 2006 - March 2009
Merrill Lynch September 2004 - March 2006
Morgan Stanley June 2002 - September 2004
Education
University of Pennsylvania - The Wharton School
Wharton Executive Education, Certified Investment Management Analyst (CIMA®) Program
Isenberg School of Management, UMass Amherst 2000 — 2002
Master of Business Administration (MBA), Concentration : Investments
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (BA), Economics, minor in Chinese
Ken Birely's Merrill Lynch Experience August 2011 - March 2013
Job Investment Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management April 2013 - Present
Merrill Lynch August 2011 - March 2013
Minutemen Equity Fund September 2010 - May 2011
Skills
Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Finance, cum laude
Dublin City University Business School 2009 — 2010
Degree, Finance
Natixis Global Asset Management April 2013 - Present
Merrill Lynch August 2011 - March 2013
Minutemen Equity Fund September 2010 - May 2011
Skills
Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Business Administration, Finance, cum laude
Dublin City University Business School 2009 — 2010
Degree, Finance
Chris MacNamara Chris MacNamara's Merrill Lynch Experience July 1995 - Present
Job
Industry Financial Services
Experience
Merrill Lynch July 1995 - Present
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Advisory, Investment Strategies, Wealth, Series 7, Management, Finance, ETFs, Asset Management, Fixed Income, Estate Planning
Education
Ithaca College 1991 — 1995
Bachelor of Science
University of Pennsylvania - The Wharton School
CIMA
Merrill Lynch July 1995 - Present
Skills
Investments, Mutual Funds, Portfolio Management, Wealth Management, Financial Advisory, Investment Strategies, Wealth, Series 7, Management, Finance, ETFs, Asset Management, Fixed Income, Estate Planning
Education
Ithaca College 1991 — 1995
Bachelor of Science
University of Pennsylvania - The Wharton School
CIMA
John Ferlazzo John Ferlazzo's Merrill Lynch Experience June 2011 - August 2011
Job Sales Planner at Fuse TV
Industry Marketing and Advertising
Experience
Fuse TV October 2014 - Present
Omnicom Media Group January 2014 - October 2014
Omnicom Media Group December 2012 - January 2014
Nielsen August 2012 - December 2012
Core Trading Consultant Club January 2009 - January 2012
Merrill Lynch Wealth Management September 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nielsen August 2008 - August 2010
Claritas Corp June 2009 - August 2009
The Nielsen Company - Sports Marketing Department June 2008 - August 2008
Skills
Management, Competitive Analysis, Finance, Salesforce.com, Market Research
Education
Ithaca College 2008 — 2012
Ithaca CollegeSchool of Business
Bachelor of Science, Business Administration; Finance
Fuse TV October 2014 - Present
Omnicom Media Group January 2014 - October 2014
Omnicom Media Group December 2012 - January 2014
Nielsen August 2012 - December 2012
Core Trading Consultant Club January 2009 - January 2012
Merrill Lynch Wealth Management September 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nielsen August 2008 - August 2010
Claritas Corp June 2009 - August 2009
The Nielsen Company - Sports Marketing Department June 2008 - August 2008
Skills
Management, Competitive Analysis, Finance, Salesforce.com, Market Research
Education
Ithaca College 2008 — 2012
Ithaca CollegeSchool of Business
Bachelor of Science, Business Administration; Finance
Doug Christie Doug Christie's Merrill Lynch Experience February 1998 - June 1999
Job Vice President / Commercial Lender at Centennial Lending, LLC
Industry Financial Services
Experience
Centennial Lending, LLC December 2012 - Present
Cache Bank & Trust December 2001 - December 2012
FirstBank of Northern Colorado June 1999 - August 2001
Merrill Lynch February 1998 - June 1999
Skills
Banking, Financial Analysis, Fundraising, Budget, Accounting, Customer Service, Business Planning, Sales, Management, Business Development, Team Building, Microsoft Excel, Small Business, New Business Development, Strategic Planning, Finance, Financial Reporting, Strategy, Budgets, Loans, Mortgage Lending
Education
Ithaca College
Bachelor of Science, Business Administration
The Taft School
Preparatory school
University of Bridgeport
MBA, General Administration
Centennial Lending, LLC December 2012 - Present
Cache Bank & Trust December 2001 - December 2012
FirstBank of Northern Colorado June 1999 - August 2001
Merrill Lynch February 1998 - June 1999
Skills
Banking, Financial Analysis, Fundraising, Budget, Accounting, Customer Service, Business Planning, Sales, Management, Business Development, Team Building, Microsoft Excel, Small Business, New Business Development, Strategic Planning, Finance, Financial Reporting, Strategy, Budgets, Loans, Mortgage Lending
Education
Ithaca College
Bachelor of Science, Business Administration
The Taft School
Preparatory school
University of Bridgeport
MBA, General Administration
Calvin Guyer, CFP®,CAP®, ELI-MP's Merrill Lynch Experience July 2009 - August 2010
Job Delivering Executive Coaching results that matter to you and your organization.
Industry Management Consulting
Experience
US Small Business Administration January 2015 - Present
The Carpe Diem Coach June 2012 - Present
Cleaver Company January 2015 - Present
AANA Foundation September 2011 - Present
CO2 Partners, LLC June 2012 - January 2015
Rochester Area Chamber of Commerce September 2009 - October 2013
Think Mutual Bank August 2010 - May 2012
Merrill Lynch July 2009 - August 2010
Merrill Lynch July 2006 - June 2009
Rochester Art Center 2003 - October 2008
Skills
Team Leadership, Financial Planning, Change Leadership, Estate Planning, Philanthropy, Retirement Planning, Leadership Development, Systems Engineering, Executive Coaching, Business Coaching, Situational Leadership, Business, Life Coaching, Change Management, Problem Solving, Problem Analysis, Social Networking, Strategic Planning, Recruiting, Career Development, Career Management, Strategic Financial..., Leadership, Banking, Nonprofits, Marketing, Budgets, Team Building, Fundraising, Strategy, Public Relations, Business Development, Coaching, Training, Business Planning, Investments, Management, Small Business, Negotiation, Portfolio Management, Entrepreneurship, Start-ups, Finance, Organizational..., Executive Management, Management Consulting, Time Management, New Business Development, Program Management, Marketing Strategy
Education
Wright State University 1989 — 1992
MS, Electrical Engineering
Iowa State University 1980 — 1984
BS, Electrical Engineering
US Small Business Administration January 2015 - Present
The Carpe Diem Coach June 2012 - Present
Cleaver Company January 2015 - Present
AANA Foundation September 2011 - Present
CO2 Partners, LLC June 2012 - January 2015
Rochester Area Chamber of Commerce September 2009 - October 2013
Think Mutual Bank August 2010 - May 2012
Merrill Lynch July 2009 - August 2010
Merrill Lynch July 2006 - June 2009
Rochester Art Center 2003 - October 2008
Skills
Team Leadership, Financial Planning, Change Leadership, Estate Planning, Philanthropy, Retirement Planning, Leadership Development, Systems Engineering, Executive Coaching, Business Coaching, Situational Leadership, Business, Life Coaching, Change Management, Problem Solving, Problem Analysis, Social Networking, Strategic Planning, Recruiting, Career Development, Career Management, Strategic Financial..., Leadership, Banking, Nonprofits, Marketing, Budgets, Team Building, Fundraising, Strategy, Public Relations, Business Development, Coaching, Training, Business Planning, Investments, Management, Small Business, Negotiation, Portfolio Management, Entrepreneurship, Start-ups, Finance, Organizational..., Executive Management, Management Consulting, Time Management, New Business Development, Program Management, Marketing Strategy
Education
Wright State University 1989 — 1992
MS, Electrical Engineering
Iowa State University 1980 — 1984
BS, Electrical Engineering
Amanda Ryan, CRPC®'s Merrill Lynch Experience August 2015 - Present
Job Assistant Vice President, Associate Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Merrill Lynch June 2011 - August 2015
State Farm Insurance January 2011 - May 2011
Ithaca College August 2010 - May 2011
Ithaca College January 2008 - May 2011
Merrill Lynch September 2009 - December 2009
Ithaca College August 2008 - December 2009
Skills
Client Services, Leadership, Microsoft Excel, Customer Satisfaction, Client Aquisition, PowerPoint, Customer Service, Team Leadership, Retirement Planning, Managing Workflow, Investments, Securities Regulation, Product Promotion, Investment Advisory..., Time Management, Securities, Fraud Detection, Banking, Business Development, Onboarding, Microsoft Office, Microsoft Word, Fundraising, Social Media, Client Relations, Series 7, Asset Allocation, Portfolio Management, Marketing, Budgets, Financial Modeling, Data Analysis, Training, Uniform Combined State..., Financial Analysis, Outlook, Strategic Planning, Management, Bloomberg Terminal
Education
Ithaca College 2007 — 2011
Bachelor of Science, Business Administration; Finance; Economics
Ithaca College London Centre 2010 — 2010
International Business
Merrill Lynch August 2015 - Present
Merrill Lynch June 2011 - August 2015
State Farm Insurance January 2011 - May 2011
Ithaca College August 2010 - May 2011
Ithaca College January 2008 - May 2011
Merrill Lynch September 2009 - December 2009
Ithaca College August 2008 - December 2009
Skills
Client Services, Leadership, Microsoft Excel, Customer Satisfaction, Client Aquisition, PowerPoint, Customer Service, Team Leadership, Retirement Planning, Managing Workflow, Investments, Securities Regulation, Product Promotion, Investment Advisory..., Time Management, Securities, Fraud Detection, Banking, Business Development, Onboarding, Microsoft Office, Microsoft Word, Fundraising, Social Media, Client Relations, Series 7, Asset Allocation, Portfolio Management, Marketing, Budgets, Financial Modeling, Data Analysis, Training, Uniform Combined State..., Financial Analysis, Outlook, Strategic Planning, Management, Bloomberg Terminal
Education
Ithaca College 2007 — 2011
Bachelor of Science, Business Administration; Finance; Economics
Ithaca College London Centre 2010 — 2010
International Business
Eric Vega Eric Vega's Merrill Lynch Experience January 2012 - March 2012
Job Research Analyst at Strategic Insight
Industry Financial Services
Experience
Strategic Insight July 2015 - Present
Strategic Insight June 2014 - July 2015
Infovest21 LLC October 2013 - June 2014
Union College (Records Office) September 2009 - June 2012
Merrill Lynch January 2012 - March 2012
Skills
Stata, Eviews, PowerPoint, Microsoft Word, Microsoft Excel, Research, Data Analysis, Social Media, Microsoft Office, Economics, Spanish, Higher Education, Time Management, Critical Thinking, Fundraising, SPSS, Customer Service, Community Outreach
Education
Union College 2009 — 2012
Bachelor of Arts (B.A.), Economics
Ithaca College 2008 — 2009
Coursework in Economics
High school for enterprise, business and technology 2004 — 2008
Strategic Insight July 2015 - Present
Strategic Insight June 2014 - July 2015
Infovest21 LLC October 2013 - June 2014
Union College (Records Office) September 2009 - June 2012
Merrill Lynch January 2012 - March 2012
Skills
Stata, Eviews, PowerPoint, Microsoft Word, Microsoft Excel, Research, Data Analysis, Social Media, Microsoft Office, Economics, Spanish, Higher Education, Time Management, Critical Thinking, Fundraising, SPSS, Customer Service, Community Outreach
Education
Union College 2009 — 2012
Bachelor of Arts (B.A.), Economics
Ithaca College 2008 — 2009
Coursework in Economics
High school for enterprise, business and technology 2004 — 2008
Brooke Levey Brooke Levey's Merrill Lynch Experience March 2009 - June 2009
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
State Street September 2014 - July 2015
Macy's July 2013 - September 2014
University of Massachusetts Amherst January 2010 - May 2013
Macy's June 2012 - August 2012
Merrill Lynch March 2009 - June 2009
Skills
Oracle Applications, Minitab, Expression Web, Microsoft Access, Microsoft Excel, Teaching, Public Speaking, Research, Microsoft Word, Curriculum Design, Customer Service, Coaching, Strategic Planning, Curriculum Development, Social Media, HTML scripting, CSS Javascript, Statplus, Sales Management, Sales, PowerPoint, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Croton Harmon High School 2006 — 2009
Morgan Stanley July 2015 - Present
State Street September 2014 - July 2015
Macy's July 2013 - September 2014
University of Massachusetts Amherst January 2010 - May 2013
Macy's June 2012 - August 2012
Merrill Lynch March 2009 - June 2009
Skills
Oracle Applications, Minitab, Expression Web, Microsoft Access, Microsoft Excel, Teaching, Public Speaking, Research, Microsoft Word, Curriculum Design, Customer Service, Coaching, Strategic Planning, Curriculum Development, Social Media, HTML scripting, CSS Javascript, Statplus, Sales Management, Sales, PowerPoint, Access
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Croton Harmon High School 2006 — 2009
Nick Gelormino Nick Gelormino's Merrill Lynch Experience 1984 - 1988
Job Owner, Gelormino Insurance Services
Industry Insurance
Experience
Gelormino Insurance Services September 2002 - Present
American Republic Insurance 2002 - Present
Cadalyst Resources 1989 - 1994
Merrill Lynch 1984 - 1988
Skills
Long-term Care, Life Insurance, Marketing, Health Insurance, Insurance, Sales, Sales Management, Disability Insurance, Small Business, Term Life Insurance, Employee Benefits, Long Term Care Insurance, Whole Life, Universal Life, Customer Service
Education
Iowa State University
BS, Business
Iowa State University - College of Business
Gelormino Insurance Services September 2002 - Present
American Republic Insurance 2002 - Present
Cadalyst Resources 1989 - 1994
Merrill Lynch 1984 - 1988
Skills
Long-term Care, Life Insurance, Marketing, Health Insurance, Insurance, Sales, Sales Management, Disability Insurance, Small Business, Term Life Insurance, Employee Benefits, Long Term Care Insurance, Whole Life, Universal Life, Customer Service
Education
Iowa State University
BS, Business
Iowa State University - College of Business
Jonathan Paschkes Jonathan Paschkes's Merrill Lynch Experience September 1998 - March 2002
Job Regional Vice President of Sales, Treasury Services at Reval
Industry Information Technology and Services
Experience
Reval October 2014 - Present
SmartStream Technologies October 2012 - October 2014
Asset Control January 2011 - September 2012
Asset Control November 2005 - January 2011
Superderivatives September 2004 - April 2005
FAME Information Services/Sungard Reference Data Services October 2002 - September 2004
Merrill Lynch September 1998 - March 2002
PC Quote 1994 - 1997
S&P Comstock 1990 - 1994
S&P Comstok 1988 - 1990
Skills
Management, Financial Services, Business Analysis, Market Data, Trading Systems, Financial Markets, Risk Management, Fixed Income, Requirements Analysis, Solution Selling, Equities, Derivatives, Account Management, Sales Operations, Sales, Sales Management, Reference Data, New Business Development, Selling, SaaS, Enterprise Software, Business Development, Electronic Trading, Strategy, Strategic Partnerships, CRM, Software Project..., Banking
Education
Ithaca College 1983 — 1987
Bachelor of Science (BS), Psychology/Business
Reval October 2014 - Present
SmartStream Technologies October 2012 - October 2014
Asset Control January 2011 - September 2012
Asset Control November 2005 - January 2011
Superderivatives September 2004 - April 2005
FAME Information Services/Sungard Reference Data Services October 2002 - September 2004
Merrill Lynch September 1998 - March 2002
PC Quote 1994 - 1997
S&P Comstock 1990 - 1994
S&P Comstok 1988 - 1990
Skills
Management, Financial Services, Business Analysis, Market Data, Trading Systems, Financial Markets, Risk Management, Fixed Income, Requirements Analysis, Solution Selling, Equities, Derivatives, Account Management, Sales Operations, Sales, Sales Management, Reference Data, New Business Development, Selling, SaaS, Enterprise Software, Business Development, Electronic Trading, Strategy, Strategic Partnerships, CRM, Software Project..., Banking
Education
Ithaca College 1983 — 1987
Bachelor of Science (BS), Psychology/Business
Jill Sawyer Jill Sawyer's Merrill Lynch Experience June 2006 - June 2007
Job Senior Research Associate at Citi
Industry Investment Management
Experience
Citi May 2015 - Present
MLV & Co March 2014 - April 2015
TaoSocial Analytics, LLC January 2013 - February 2014
Santander Bank, N.A. April 2012 - December 2012
Banco Santander October 2011 - March 2012
Santander Bank, N.A. March 2010 - September 2011
Santander Bank, N.A. August 2007 - February 2010
Merrill Lynch June 2006 - June 2007
MassMutual Financial Group May 2006 - May 2007
St. Paul Travelers May 2005 - May 2006
Skills
Financial Modeling, Risk Management, Banking, Credit Risk, Financial Analysis, Strategy, Project Management, Portfolio Management, Commercial Banking, Financial Risk, Business Analysis, Credit, Analysis, Finance, Project Finance, Competitive Analysis, Microsoft Office, Commercial Real Estate, Non-profits, Energy Industry, Sensitivity Analysis, Corporate Finance, Management, Executive Management, Nonprofits, Access, Accounting, Financial Services, Due Diligence, Valuation, Investments, Loans, Relationship Management, Mergers & Acquisitions, Strategic Financial..., Underwriting, Credit Analysis, Operations Management, Analytics, MBS, Equity Research, Equity Research Analysis, CDO, Agency MBS, CMBS, SFR, REIT, Commercial Real Estate..., Asset-backed..., Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance, Investments & Corporate Finance
University of Massachusetts, Amherst 2003 — 2007
BBA, Finance
Citi May 2015 - Present
MLV & Co March 2014 - April 2015
TaoSocial Analytics, LLC January 2013 - February 2014
Santander Bank, N.A. April 2012 - December 2012
Banco Santander October 2011 - March 2012
Santander Bank, N.A. March 2010 - September 2011
Santander Bank, N.A. August 2007 - February 2010
Merrill Lynch June 2006 - June 2007
MassMutual Financial Group May 2006 - May 2007
St. Paul Travelers May 2005 - May 2006
Skills
Financial Modeling, Risk Management, Banking, Credit Risk, Financial Analysis, Strategy, Project Management, Portfolio Management, Commercial Banking, Financial Risk, Business Analysis, Credit, Analysis, Finance, Project Finance, Competitive Analysis, Microsoft Office, Commercial Real Estate, Non-profits, Energy Industry, Sensitivity Analysis, Corporate Finance, Management, Executive Management, Nonprofits, Access, Accounting, Financial Services, Due Diligence, Valuation, Investments, Loans, Relationship Management, Mergers & Acquisitions, Strategic Financial..., Underwriting, Credit Analysis, Operations Management, Analytics, MBS, Equity Research, Equity Research Analysis, CDO, Agency MBS, CMBS, SFR, REIT, Commercial Real Estate..., Asset-backed..., Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
Finance, Investments & Corporate Finance
University of Massachusetts, Amherst 2003 — 2007
BBA, Finance
Charles Dunn's Merrill Lynch Experience January 1994 - January 1995
Job Senior Purchasing and Fleet Manager
Industry Construction
Experience
Native Son Teak Decking October 2010 - Present
NEFF RENTAL INC June 2003 - August 2010
Wheelabrator, Inc. (Wholly Owned Subsidiary of Waste Management) January 2001 - January 2003
STAPLES COMMUNICATIONS January 2000 - January 2001
RANKIN & ASSOCIATES, INC January 1997 - January 2000
DESIGN & RESTORATION January 1995 - January 1997
Merrill Lynch January 1994 - January 1995
University of Massachusetts January 1992 - January 1995
Skills
Negotiation, Process Improvement, Inventory Management, Purchasing, Procurement, Budgets, Capital Budgeting, Operations Management, Logistics, Customer Satisfaction, Management, Pricing, New Business Development, Forecasting, Microsoft Excel, Facilities Management, Analysis, Contract Management, Construction, Contract Negotiation, Fleet Management, Leadership, Product Development, Program Management, Sales, Team Leadership, Training, Vendor Management, Key Account Management, Financial Analysis, Warehousing, Logistics Management, Supply Chain Management, Supply Chain, Trucking, Coaching, Finance, Transportation, Manufacturing, Team Building, Contractors
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Bachelor's, Finance and Operations Management
Native Son Teak Decking October 2010 - Present
NEFF RENTAL INC June 2003 - August 2010
Wheelabrator, Inc. (Wholly Owned Subsidiary of Waste Management) January 2001 - January 2003
STAPLES COMMUNICATIONS January 2000 - January 2001
RANKIN & ASSOCIATES, INC January 1997 - January 2000
DESIGN & RESTORATION January 1995 - January 1997
Merrill Lynch January 1994 - January 1995
University of Massachusetts January 1992 - January 1995
Skills
Negotiation, Process Improvement, Inventory Management, Purchasing, Procurement, Budgets, Capital Budgeting, Operations Management, Logistics, Customer Satisfaction, Management, Pricing, New Business Development, Forecasting, Microsoft Excel, Facilities Management, Analysis, Contract Management, Construction, Contract Negotiation, Fleet Management, Leadership, Product Development, Program Management, Sales, Team Leadership, Training, Vendor Management, Key Account Management, Financial Analysis, Warehousing, Logistics Management, Supply Chain Management, Supply Chain, Trucking, Coaching, Finance, Transportation, Manufacturing, Team Building, Contractors
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
Bachelor's, Finance and Operations Management
Matt Rehberg, CFP®, CIMA® Matt Rehberg, CFP®, CIMA®'s Merrill Lynch Experience October 1999 - Present
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1999 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Retirement, 401k, Investments, Portfolio Management, Asset Management, Financial Planning, Fixed Income, Equities, Pensions, Asset Allocation, Wealth Management, Series 63, Financial Modeling, Insurance, Mutual Funds, Wealth Management...
Education
Iowa State University - College of Business 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance
College for Financial Planning
Certified Financial Planner
Investment Management Consultants Association
Certified Investment Management Analyst
Merrill Lynch October 1999 - Present
Skills
Retirement Planning, Series 7, Investment Advisory, Retirement, 401k, Investments, Portfolio Management, Asset Management, Financial Planning, Fixed Income, Equities, Pensions, Asset Allocation, Wealth Management, Series 63, Financial Modeling, Insurance, Mutual Funds, Wealth Management...
Education
Iowa State University - College of Business 1987 — 1992
Bachelor of Business Administration (B.B.A.), Finance
College for Financial Planning
Certified Financial Planner
Investment Management Consultants Association
Certified Investment Management Analyst
Clint Brocka's Merrill Lynch Experience December 2009 - August 2010
Job Research Manager, Consumer Insights and Consulting at Vision Critical
Industry Marketing and Advertising
Experience
Vision Critical March 2014 - Present
Ashcraft Research Inc. October 2011 - March 2014
Ashcraft Research Inc. October 2010 - October 2011
Merrill Lynch December 2009 - August 2010
Killian & Company May 2009 - August 2009
C+G Advertising August 2007 - May 2009
Skills
Advertising, Marketing Strategy, Public Relations, Social Media Marketing, Strategy, Marketing Research, Brand Management, Project Management, Creative Strategy, Brand Development, Brand Awareness, B2B Marketing, B2C marketing, Research Project..., Market Analysis, CPG Industry, Account Management, Vendor Management, Data Analysis, Report Writing, Staff Training, Retail Packaging, New Product Ideation, Personality Profiling, Data Profiling, Proposal Writing, Strategic Consulting, Graphic Design, Logo Design, Advertising Research, Advertising Campaign..., Adobe Acrobat, Adobe Creative Suite, Photoshop, Illustrator, Microsoft Office 2010, Word, Excel, PowerPoint, SPSS, Windows 7, Mac OS X, Public Speaking
Education
Iowa State University 2006 — 2009
Bachelor of Arts (B.A.), Advertising
University of Northern Iowa 2004 — 2006
Theatre
Vision Critical March 2014 - Present
Ashcraft Research Inc. October 2011 - March 2014
Ashcraft Research Inc. October 2010 - October 2011
Merrill Lynch December 2009 - August 2010
Killian & Company May 2009 - August 2009
C+G Advertising August 2007 - May 2009
Skills
Advertising, Marketing Strategy, Public Relations, Social Media Marketing, Strategy, Marketing Research, Brand Management, Project Management, Creative Strategy, Brand Development, Brand Awareness, B2B Marketing, B2C marketing, Research Project..., Market Analysis, CPG Industry, Account Management, Vendor Management, Data Analysis, Report Writing, Staff Training, Retail Packaging, New Product Ideation, Personality Profiling, Data Profiling, Proposal Writing, Strategic Consulting, Graphic Design, Logo Design, Advertising Research, Advertising Campaign..., Adobe Acrobat, Adobe Creative Suite, Photoshop, Illustrator, Microsoft Office 2010, Word, Excel, PowerPoint, SPSS, Windows 7, Mac OS X, Public Speaking
Education
Iowa State University 2006 — 2009
Bachelor of Arts (B.A.), Advertising
University of Northern Iowa 2004 — 2006
Theatre
Mary Kate Dodgson's Merrill Lynch Experience May 2005 - August 2005
Job PhD Candidate at University of MassachusettsAmherst
Industry Accounting
Experience
University of Massachusetts Amherst September 2012 - Present
University of Massachusetts Amherst 2012 - 2015
Tory Burch July 2011 - July 2012
PricewaterhouseCoopers July 2008 - July 2011
PricewaterhouseCoopers June 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, CPA, Internal Controls, Auditing, Valuation, Microsoft Excel, Finance, Due Diligence, Forecasting, Bloomberg, Strategic Financial..., Risk Management, Internal Audit, Capital Markets, Data Analysis, Access, Microsoft Office, Analysis
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Accounting
Isenberg School of Management, UMass Amherst
Isenberg School of Management, UMass Amherst
Isenberg School of Management, UMass Amherst
University of Massachusetts Amherst September 2012 - Present
University of Massachusetts Amherst 2012 - 2015
Tory Burch July 2011 - July 2012
PricewaterhouseCoopers July 2008 - July 2011
PricewaterhouseCoopers June 2007 - August 2007
Merrill Lynch May 2005 - August 2005
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, CPA, Internal Controls, Auditing, Valuation, Microsoft Excel, Finance, Due Diligence, Forecasting, Bloomberg, Strategic Financial..., Risk Management, Internal Audit, Capital Markets, Data Analysis, Access, Microsoft Office, Analysis
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Accounting
Isenberg School of Management, UMass Amherst
Isenberg School of Management, UMass Amherst
Isenberg School of Management, UMass Amherst
Jonathan H. Grabel Jonathan H. Grabel's Merrill Lynch Experience September 2005 - January 2010
Job Wealth Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services January 2010 - Present
Merrill Lynch September 2005 - January 2010
Skills
Equities, Asset Management, Investments, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Private Equity
Education
Ithaca College
BS, Finance
Scarsdale High school
UBS Financial Services January 2010 - Present
Merrill Lynch September 2005 - January 2010
Skills
Equities, Asset Management, Investments, Capital Markets, Fixed Income, Portfolio Management, Financial Modeling, Private Equity
Education
Ithaca College
BS, Finance
Scarsdale High school
Ashley Fang Yuen Ashley Fang Yuen's Merrill Lynch Experience January 2015 - Present
Job Senior Operations Specialist at Merrill Lynch
Industry Restaurants
Experience
Merrill Lynch January 2015 - Present
Doctors of ENT February 2013 - December 2014
BJ's Restaurants, Inc. June 2006 - April 2013
Tapioca Express February 2004 - June 2005
Skills
Customer Service, Leadership, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Time Management, Outlook, Data Entry, Social Networking, Teamwork, Customer Satisfaction, Access, Event Planning, Social Media, Management
Education
California State University-Fullerton - College of Business and Economics 2011 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
Irvine Valley College 2006 — 2010
AA, Business
Merrill Lynch January 2015 - Present
Doctors of ENT February 2013 - December 2014
BJ's Restaurants, Inc. June 2006 - April 2013
Tapioca Express February 2004 - June 2005
Skills
Customer Service, Leadership, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Time Management, Outlook, Data Entry, Social Networking, Teamwork, Customer Satisfaction, Access, Event Planning, Social Media, Management
Education
California State University-Fullerton - College of Business and Economics 2011 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General
Irvine Valley College 2006 — 2010
AA, Business
Brooks Call Brooks Call's Merrill Lynch Experience October 2001 - November 2005
Job Vice President Investments, at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2005 - Present
Merrill Lynch October 2001 - November 2005
Morgan Stanley August 1999 - October 2001
Skills
Strategic Financial..., Finance, Investments, Financial Services, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Tax, Portfolio Management, Securities, Financial Planning, Investment Advisory, Series 7
Education
Roosevelt University 1996 — 1997
Master of Science
Iowa State University 1989 — 1994
Elkhorn High School 1985 — 1989
UBS Financial Services Inc. November 2005 - Present
Merrill Lynch October 2001 - November 2005
Morgan Stanley August 1999 - October 2001
Skills
Strategic Financial..., Finance, Investments, Financial Services, Wealth Management, Retirement Planning, Asset Management, Mutual Funds, Tax, Portfolio Management, Securities, Financial Planning, Investment Advisory, Series 7
Education
Roosevelt University 1996 — 1997
Master of Science
Iowa State University 1989 — 1994
Elkhorn High School 1985 — 1989
Roberto Porter's Merrill Lynch Experience 2008 - 2009
Job Channel Sales
Industry International Trade and Development
Experience
Tools and Hardware Llc July 2015 - Present
LaserPerformance June 2009 - June 2015
Merrill Lynch 2008 - 2009
Vistas International Realty 2006 - 2008
EMC2 (Netwoked Storage) 2004 - 2006
AMD 2002 - 2004
IBM 1998 - 2002
MCI WorldCom - Avantel/Banamex Corporation 1996 - 1998
Skills
Business Development, Strategy, Strategic Partnerships, Management, Business Strategy, Sales Management, Sales, Strategic Planning, Sales Operations, CRM, International Sales, Leadership, Marketing Strategy, Negotiation, Channel Partners
Education
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) 1990 — 1992
Master of Business Administration (M.B.A.), Business Management
Universidad Anáhuac del Sur, A.C. 1984 — 1988
Bachelor's Degree, Management Information Systems, General
The Bell School, Cambridge, England 1983 — 1984
First Certificate Grade "A": English as a Foreign Language, British Literature & American Studies, TOEFL Score 647/650
Tools and Hardware Llc July 2015 - Present
LaserPerformance June 2009 - June 2015
Merrill Lynch 2008 - 2009
Vistas International Realty 2006 - 2008
EMC2 (Netwoked Storage) 2004 - 2006
AMD 2002 - 2004
IBM 1998 - 2002
MCI WorldCom - Avantel/Banamex Corporation 1996 - 1998
Skills
Business Development, Strategy, Strategic Partnerships, Management, Business Strategy, Sales Management, Sales, Strategic Planning, Sales Operations, CRM, International Sales, Leadership, Marketing Strategy, Negotiation, Channel Partners
Education
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) 1990 — 1992
Master of Business Administration (M.B.A.), Business Management
Universidad Anáhuac del Sur, A.C. 1984 — 1988
Bachelor's Degree, Management Information Systems, General
The Bell School, Cambridge, England 1983 — 1984
First Certificate Grade "A": English as a Foreign Language, British Literature & American Studies, TOEFL Score 647/650
Marissa Niess Marissa Niess's Merrill Lynch Experience August 2012 - May 2013
Job Solution Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation December 2014 - Present
Cerner Corporation August 2014 - November 2014
Cerner Corporation June 2013 - September 2014
Merrill Lynch August 2012 - May 2013
Zagnoli McEvoy Foley LLC October 2011 - September 2012
Zagnoli McEvoy Foley LLC August 2011 - October 2011
Straight North June 2011 - August 2011
Skills
Online Marketing, SEO, Social Media, Proposal Writing, Data Analysis, Project Management, Event Planning, Public Speaking, Account Management, EMR, Customer Service, Revenue Cycle, Cerner, Sales, PowerPoint, Microsoft Excel, Social Media Marketing
Education
Loyola University of Chicago 2010 — 2013
Bachelor in Business Administration, Marketing, Finance
Iowa State University 2009 — 2010
Fashion Merchandising
Cerner Corporation December 2014 - Present
Cerner Corporation August 2014 - November 2014
Cerner Corporation June 2013 - September 2014
Merrill Lynch August 2012 - May 2013
Zagnoli McEvoy Foley LLC October 2011 - September 2012
Zagnoli McEvoy Foley LLC August 2011 - October 2011
Straight North June 2011 - August 2011
Skills
Online Marketing, SEO, Social Media, Proposal Writing, Data Analysis, Project Management, Event Planning, Public Speaking, Account Management, EMR, Customer Service, Revenue Cycle, Cerner, Sales, PowerPoint, Microsoft Excel, Social Media Marketing
Education
Loyola University of Chicago 2010 — 2013
Bachelor in Business Administration, Marketing, Finance
Iowa State University 2009 — 2010
Fashion Merchandising
Devan Morris Devan Morris's Merrill Lynch Experience June 2012 - January 2013
Job Assurance Intern at PwC
Industry Accounting
Experience
PwC June 2015 - Present
Isenberg School of Management, UMass Amherst January 2013 - May 2015
Emerson Investment Management June 2013 - August 2013
Merrill Lynch June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Barnstable High School 2007 — 2011
PwC June 2015 - Present
Isenberg School of Management, UMass Amherst January 2013 - May 2015
Emerson Investment Management June 2013 - August 2013
Merrill Lynch June 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Barnstable High School 2007 — 2011
Ben Goldsmith's Merrill Lynch Experience April 2008 - September 2008
Job Sr. Applications Consultant Treasury and Risk Management at e5 Solutions Group
Industry Computer Software
Experience
e5 Solutions Group June 2010 - Present
Advanced Agent Technologies, LLC February 2008 - Present
Northwestern Mutual June 2009 - February 2010
Merrill Lynch April 2008 - September 2008
Ojanen Law Offices Ltd. 2005 - 2008
Skills
SAP ERP, Microsoft Office, Microsoft Excel, Microsoft Word, R, SmartDraw, Visio, Finance, Cash Management, SAP, ERP, Business Analysis, SAP R/3, Treasury
Education
University of Minnesota-Twin Cities 2005 — 2010
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Iowa State University 2005 — 2005
e5 Solutions Group June 2010 - Present
Advanced Agent Technologies, LLC February 2008 - Present
Northwestern Mutual June 2009 - February 2010
Merrill Lynch April 2008 - September 2008
Ojanen Law Offices Ltd. 2005 - 2008
Skills
SAP ERP, Microsoft Office, Microsoft Excel, Microsoft Word, R, SmartDraw, Visio, Finance, Cash Management, SAP, ERP, Business Analysis, SAP R/3, Treasury
Education
University of Minnesota-Twin Cities 2005 — 2010
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Iowa State University 2005 — 2005
Jason Levine, CFA Jason Levine, CFA's Merrill Lynch Experience January 2004 - May 2005
Job Portfolio Manager
Industry Investment Management
Experience
U.S. Trust / Bank of America April 2008 - Present
Analysis Group 2005 - 2006
Merrill Lynch January 2004 - May 2005
Smith Barney May 2004 - August 2004
Skills
Asset Allocation, Equities, Equity Research, Financial Analysis, Investments, Portfolio Management, Valuation
Education
Ithaca College
B.S., Applied Economics
U.S. Trust / Bank of America April 2008 - Present
Analysis Group 2005 - 2006
Merrill Lynch January 2004 - May 2005
Smith Barney May 2004 - August 2004
Skills
Asset Allocation, Equities, Equity Research, Financial Analysis, Investments, Portfolio Management, Valuation
Education
Ithaca College
B.S., Applied Economics
Russell Ward Russell Ward's Merrill Lynch Experience June 2013 - April 2015
Job Chief Airplane Instructor at Leading Edge Aviation Inc.
Industry Investment Management
Experience
Humane Society of Central Oregon February 2014 - Present
Leading Edge Aviation Inc. 2015 - Present
Merrill Lynch June 2013 - April 2015
Silverwood Partners February 2012 - April 2013
SkyWest Airlines April 2000 - December 2011
Luckydog Day & Night Care March 2005 - July 2008
Wings Aloft March 1999 - April 2000
Skills
Strategic Planning, Team Building, Operations Management, Leadership, Entrepreneurship, Start-ups, Management, Business Strategy, Mergers & Acquisitions, Team Leadership, Strategy, Budgets, Risk Management, New Business Development, Business Planning, Investments, Analysis, Financial Analysis, Business Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
Embry-Riddle Aeronautical Univeristy 1995 — 1998
B.S., Aeronautical Science
Humane Society of Central Oregon February 2014 - Present
Leading Edge Aviation Inc. 2015 - Present
Merrill Lynch June 2013 - April 2015
Silverwood Partners February 2012 - April 2013
SkyWest Airlines April 2000 - December 2011
Luckydog Day & Night Care March 2005 - July 2008
Wings Aloft March 1999 - April 2000
Skills
Strategic Planning, Team Building, Operations Management, Leadership, Entrepreneurship, Start-ups, Management, Business Strategy, Mergers & Acquisitions, Team Leadership, Strategy, Budgets, Risk Management, New Business Development, Business Planning, Investments, Analysis, Financial Analysis, Business Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
Embry-Riddle Aeronautical Univeristy 1995 — 1998
B.S., Aeronautical Science
Andrew Liss Andrew Liss's Merrill Lynch Experience August 1982 - Present
Job Managing Director Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1982 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Fixed Income, Series 63, Mutual Funds, Investments, Retirement, Equities, Capital Markets
Education
Ithaca College 1976 — 1980
Accounting, Business
Merrill Lynch August 1982 - Present
Skills
Wealth Management, Retirement Planning, Series 7, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Fixed Income, Series 63, Mutual Funds, Investments, Retirement, Equities, Capital Markets
Education
Ithaca College 1976 — 1980
Accounting, Business
Greg Woodworth Greg Woodworth's Merrill Lynch Experience January 1981 - September 1982
Job Sr. Staff Consultant at Siemens Energy
Industry Utilities
Experience
Siemens Energy August 2011 - Present
Ulteig Engineers December 2006 - May 2011
Rochester Public Utilities October 1984 - December 2006
Black and Veatch Arabia September 1982 - July 1984
Merrill Lynch January 1981 - September 1982
Black and Veatch June 1974 - January 1981
Skills
Power Systems, Electric Power, Wind, Energy, Engineering, Substation, Simulations, Transmission, Renewable Energy, Power Generation, Smart Grid, Power Distribution, NERC, Power Transmission, Power Plants, Electrical Engineering
Education
Iowa State University 2003 — 2006
MSEE, Power Systems
Winona State University 1992 — 2006
MBA, Finance and Marketing
South Dakota State University 1969 — 1974
BSEE, Power Systems
Siemens Energy August 2011 - Present
Ulteig Engineers December 2006 - May 2011
Rochester Public Utilities October 1984 - December 2006
Black and Veatch Arabia September 1982 - July 1984
Merrill Lynch January 1981 - September 1982
Black and Veatch June 1974 - January 1981
Skills
Power Systems, Electric Power, Wind, Energy, Engineering, Substation, Simulations, Transmission, Renewable Energy, Power Generation, Smart Grid, Power Distribution, NERC, Power Transmission, Power Plants, Electrical Engineering
Education
Iowa State University 2003 — 2006
MSEE, Power Systems
Winona State University 1992 — 2006
MBA, Finance and Marketing
South Dakota State University 1969 — 1974
BSEE, Power Systems
Laura Leuter's Merrill Lynch Experience April 2002 - February 2010
Job Director, Branch Services at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning February 2010 - Present
Merrill Lynch April 2002 - February 2010
Education
Cittone Institute 2000 — 2001
Ithaca College
Lincoln Investment Planning February 2010 - Present
Merrill Lynch April 2002 - February 2010
Education
Cittone Institute 2000 — 2001
Ithaca College
Arthur Carr Arthur Carr's Merrill Lynch Experience August 2007 - Present
Job Resident Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
FINRA November 2009 - Present
Morgan Stanley October 1999 - August 2007
Skills
Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, FINRA, Wealth Management..., 401k, Estate Planning, Financial Advisory
Education
Ithaca College 1975 — 1979
BS
Merrill Lynch August 2007 - Present
FINRA November 2009 - Present
Morgan Stanley October 1999 - August 2007
Skills
Wealth Management, Retirement Planning, Securities, Uniform Combined State..., Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Mutual Funds, Retirement, FINRA, Wealth Management..., 401k, Estate Planning, Financial Advisory
Education
Ithaca College 1975 — 1979
BS
Goodmore Marufu Goodmore Marufu's Merrill Lynch Experience June 2005 - November 2010
Job Senior Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2010 - Present
Merrill Lynch June 2005 - November 2010
Education
Ithaca College 2003 — 2007
BSc, Accounting & Finannce
Goldman Sachs November 2010 - Present
Merrill Lynch June 2005 - November 2010
Education
Ithaca College 2003 — 2007
BSc, Accounting & Finannce
Christopher Stuart, CFA Christopher Stuart, CFA's Merrill Lynch Experience June 2006 - October 2010
Job
Industry Investment Management
Experience
Columbia Threadneedle Investments, US January 2014 - May 2015
Shortzilla LLC November 2012 - December 2013
TheStreet Ratings October 2010 - November 2012
Merrill Lynch June 2006 - October 2010
One Beacon Insurance January 2005 - June 2006
H&R Block Financial Advisors June 2001 - December 2004
Skills
Bloomberg, Factset, Fundamental Research, Equity Research, Stock Picking, Equity Valuation, Asset Management, Asset Allocation, Analysis, Qualitative Research, Quantitative Analysis, Quantitative Research, Excel, Financial Modeling, Financial Analysis, SEO, Website Development, CFA, Economics, SQL, Wordpress, Retirement Planning, Model Portfolios, Mutual Funds, Hedge Funds, Options, Technical Analysis, Competitive Analysis, Google Analytics, Factor Analysis, Chartered Financial..., Forensic Accounting, short selling, Short Sales, Long/Short Equity, Portfolio Management, Investments, Investment Management, Alternative Investments, Stocks, Microsoft Excel, VBA, DCF Valuation, Asset Managment, Quantitative Analytics, Finance, ETFs, Due Diligence, Equities, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Arts (BA), Finance-Investments, 3.1
Xaverian Brothers High School 1991 — 1994
High School Diploma
Columbia Threadneedle Investments, US January 2014 - May 2015
Shortzilla LLC November 2012 - December 2013
TheStreet Ratings October 2010 - November 2012
Merrill Lynch June 2006 - October 2010
One Beacon Insurance January 2005 - June 2006
H&R Block Financial Advisors June 2001 - December 2004
Skills
Bloomberg, Factset, Fundamental Research, Equity Research, Stock Picking, Equity Valuation, Asset Management, Asset Allocation, Analysis, Qualitative Research, Quantitative Analysis, Quantitative Research, Excel, Financial Modeling, Financial Analysis, SEO, Website Development, CFA, Economics, SQL, Wordpress, Retirement Planning, Model Portfolios, Mutual Funds, Hedge Funds, Options, Technical Analysis, Competitive Analysis, Google Analytics, Factor Analysis, Chartered Financial..., Forensic Accounting, short selling, Short Sales, Long/Short Equity, Portfolio Management, Investments, Investment Management, Alternative Investments, Stocks, Microsoft Excel, VBA, DCF Valuation, Asset Managment, Quantitative Analytics, Finance, ETFs, Due Diligence, Equities, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1998
Bachelor of Arts (BA), Finance-Investments, 3.1
Xaverian Brothers High School 1991 — 1994
High School Diploma
Neema Nodoust's Merrill Lynch Experience August 2014 - December 2014
Job Equity Research Intern at Roth Capital Partners
Industry Financial Services
Experience
Roth Capital Partners January 2015 - April 2015
Merrill Lynch August 2014 - December 2014
PSFK July 2014 - August 2014
Merrill Lynch June 2014 - August 2014
Consumer Law Group June 2013 - September 2013
Chevron June 2009 - September 2011
Skills
Foreign Languages, Computer Proficiency, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Leadership, Research, Microsoft Excel, Event Planning, Social Media, Marketing, English
Education
University of California, Irvine 2013 — 2015
Bachelor's degree, Political Science and Government
Irvine Valley College 2012 — 2013
Associate's degree, Political Science and Government
Roth Capital Partners January 2015 - April 2015
Merrill Lynch August 2014 - December 2014
PSFK July 2014 - August 2014
Merrill Lynch June 2014 - August 2014
Consumer Law Group June 2013 - September 2013
Chevron June 2009 - September 2011
Skills
Foreign Languages, Computer Proficiency, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Leadership, Research, Microsoft Excel, Event Planning, Social Media, Marketing, English
Education
University of California, Irvine 2013 — 2015
Bachelor's degree, Political Science and Government
Irvine Valley College 2012 — 2013
Associate's degree, Political Science and Government
Joshua Holden, MBA Joshua Holden, MBA's Merrill Lynch Experience May 2007 - August 2007
Job Efficiency and Productivity Expert
Industry Management Consulting
Experience
TayganPoint Consulting Group December 2014 - Present
Independent 2011 - Present
ACI Worldwide April 2013 - August 2014
Online Resources August 2011 - April 2013
Wells Fargo October 2009 - July 2011
Cornell University Lab of Ornithology January 2009 - June 2009
President's Climate Commitment January 2009 - May 2009
Ithaca College Division of Professional and Graduate Studies January 2009 - May 2009
Merrill Lynch May 2007 - August 2007
The Old Chatham Tennis Club September 2001 - May 2004
Skills
Process Improvement, Market Research, Marketing Strategy, Strategic Planning, Microsoft Excel, Cross-functional Team..., Salesforce.com, Marketing, Analytics, Program Management, Pricing Analysis, Strategy, Change Management, Excel, Accounting, Customer Relations, PowerPoint, Outlook, Process Development, Cost Analysis, Sustainability Strategy, Change Leadership, Access, Staff Training, Project Implementation, Performance Dashboards, Analysis, Business Analysis, Management, Finance, Business Strategy, Leadership, Project Management, Tableau, Microsoft SQL Server, Consulting
Education
Ithaca College
MBA, Organizational Development & Leadership
Ithaca College
BS Business Administration, Management
TayganPoint Consulting Group December 2014 - Present
Independent 2011 - Present
ACI Worldwide April 2013 - August 2014
Online Resources August 2011 - April 2013
Wells Fargo October 2009 - July 2011
Cornell University Lab of Ornithology January 2009 - June 2009
President's Climate Commitment January 2009 - May 2009
Ithaca College Division of Professional and Graduate Studies January 2009 - May 2009
Merrill Lynch May 2007 - August 2007
The Old Chatham Tennis Club September 2001 - May 2004
Skills
Process Improvement, Market Research, Marketing Strategy, Strategic Planning, Microsoft Excel, Cross-functional Team..., Salesforce.com, Marketing, Analytics, Program Management, Pricing Analysis, Strategy, Change Management, Excel, Accounting, Customer Relations, PowerPoint, Outlook, Process Development, Cost Analysis, Sustainability Strategy, Change Leadership, Access, Staff Training, Project Implementation, Performance Dashboards, Analysis, Business Analysis, Management, Finance, Business Strategy, Leadership, Project Management, Tableau, Microsoft SQL Server, Consulting
Education
Ithaca College
MBA, Organizational Development & Leadership
Ithaca College
BS Business Administration, Management
Jennifer Darr Jennifer Darr's Merrill Lynch Experience 2002 - 2003
Job Customer Service Manager at Cognizant
Industry Information Technology and Services
Experience
Cognizant January 2015 - Present
Cognizant August 2012 - January 2015
ING April 2011 - August 2012
ING August 2010 - April 2011
ING January 2008 - August 2010
ING April 2006 - January 2008
US Army Reserves 2003 - 2008
Magellan Health Services 2004 - 2006
Merrill Lynch 2002 - 2003
US Army Reserves 1996 - 2003
Skills
Performance Management, Leadership, Staff Development, Call Centers, Quality Assurance, Customer Service, Change Management, Interviewing Skills, Hiring Practices
Education
Iowa State University 1993 — 1997
Bachelor of Science (BS), Psychology
Webster City High School
Cognizant January 2015 - Present
Cognizant August 2012 - January 2015
ING April 2011 - August 2012
ING August 2010 - April 2011
ING January 2008 - August 2010
ING April 2006 - January 2008
US Army Reserves 2003 - 2008
Magellan Health Services 2004 - 2006
Merrill Lynch 2002 - 2003
US Army Reserves 1996 - 2003
Skills
Performance Management, Leadership, Staff Development, Call Centers, Quality Assurance, Customer Service, Change Management, Interviewing Skills, Hiring Practices
Education
Iowa State University 1993 — 1997
Bachelor of Science (BS), Psychology
Webster City High School
Gordon Kellam Gordon Kellam's Merrill Lynch Experience June 2004 - September 2013
Job Managing Director / Producing Branch Complex Manager at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch June 2004 - September 2013
Skills
Wealth Management, Portfolio Management, Real Estate Economics, Estate Planning, Banking, Investments, High Net Worth..., Series 7, Wealth, Retirement, Finance, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Securities, Strategic Financial..., Financial Services, Series 65, Insurance, Long-term Care, Bonds, Financial Advisory, Series 6, Options, IRAs
Education
Ithaca College 1997 — 2001
B.A., Finance, Sociology
Berkshire School 1994 — 1997
High School
BB&T Scott & Stringfellow September 2013 - Present
Merrill Lynch June 2004 - September 2013
Skills
Wealth Management, Portfolio Management, Real Estate Economics, Estate Planning, Banking, Investments, High Net Worth..., Series 7, Wealth, Retirement, Finance, Mutual Funds, Series 63, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Securities, Strategic Financial..., Financial Services, Series 65, Insurance, Long-term Care, Bonds, Financial Advisory, Series 6, Options, IRAs
Education
Ithaca College 1997 — 2001
B.A., Finance, Sociology
Berkshire School 1994 — 1997
High School
Richard Terrio Richard Terrio's Merrill Lynch Experience January 2001 - March 2005
Job Sale Agent at The Realty Concierge, LLC
Industry Investment Management
Experience
The Realty Concierge, LLC September 2014 - Present
JWT & Associates/Auction Knights 2010 - Present
RJT Painting 2010 - Present
Lighthouse Capital Group LLC 2005 - 2012
Merrill Lynch January 2001 - March 2005
Herzog Heine Geduld February 1986 - January 2001
Herzog Heine Geduld/ Merrill Lynch 1986 - 2001
Skills
Series 7, Options, Hedge Funds, Trading, Equities, Series 63, Securities, Electronic Trading, Investments, Equity Trading, Real Estate, REO, Liscensed Real Estate..., Charity Auction Services, Portfolio Management, Mutual Funds, Bloomberg, Asset Management, ETFs, Financial Services, Wealth Management, Valuation, Strategic Financial..., Asset Allocation, Investment Advisory, Mergers & Acquisitions, Private Equity, Alternative Investments, Sales, Sales Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
BBA, Marketing, Psychology
dennis yarmouth 1978 — 1981
The Realty Concierge, LLC September 2014 - Present
JWT & Associates/Auction Knights 2010 - Present
RJT Painting 2010 - Present
Lighthouse Capital Group LLC 2005 - 2012
Merrill Lynch January 2001 - March 2005
Herzog Heine Geduld February 1986 - January 2001
Herzog Heine Geduld/ Merrill Lynch 1986 - 2001
Skills
Series 7, Options, Hedge Funds, Trading, Equities, Series 63, Securities, Electronic Trading, Investments, Equity Trading, Real Estate, REO, Liscensed Real Estate..., Charity Auction Services, Portfolio Management, Mutual Funds, Bloomberg, Asset Management, ETFs, Financial Services, Wealth Management, Valuation, Strategic Financial..., Asset Allocation, Investment Advisory, Mergers & Acquisitions, Private Equity, Alternative Investments, Sales, Sales Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
BBA, Marketing, Psychology
dennis yarmouth 1978 — 1981
Nader Khalil's Merrill Lynch Experience January 2009 - May 2009
Job Account Director at Nanigans
Industry Information Technology and Services
Experience
Nanigans February 2014 - Present
Experian Data Quality April 2013 - February 2014
CustomMade Ventures January 2012 - March 2013
CustomMade.com May 2011 - January 2012
CustomMade Ventures June 2010 - May 2011
Merrill Lynch January 2009 - May 2009
Skills
Analysis, Microsoft Excel, Microsoft Office, Social Media, Salesforce.com, PowerPoint, Social Media Marketing, Facebook, Marketing, Account Management, Lead Generation, Leadership, Business Development, Management, CRM
Education
Ithaca College 2005 — 2009
Bachelor of Science (BS), Business Management
Ithaca College 2005 — 2009
Bachelor of Science, Business Administration; Finance; Management
Nanigans February 2014 - Present
Experian Data Quality April 2013 - February 2014
CustomMade Ventures January 2012 - March 2013
CustomMade.com May 2011 - January 2012
CustomMade Ventures June 2010 - May 2011
Merrill Lynch January 2009 - May 2009
Skills
Analysis, Microsoft Excel, Microsoft Office, Social Media, Salesforce.com, PowerPoint, Social Media Marketing, Facebook, Marketing, Account Management, Lead Generation, Leadership, Business Development, Management, CRM
Education
Ithaca College 2005 — 2009
Bachelor of Science (BS), Business Management
Ithaca College 2005 — 2009
Bachelor of Science, Business Administration; Finance; Management
Judith Schreiber Rowland's Merrill Lynch Experience September 1999 - September 2003
Job Managing Director & Director of Wealth Planning Strategy at Moody, Lynn & Lieberson, Inc.
Industry Investment Management
Experience
Moody, Lynn & Lieberson, Inc. April 2014 - Present
Lake Street Advisors, LLC January 2012 - November 2013
BNY Mellon Wealth Management January 2010 - January 2012
Tanager Financial/Wachovia/Wells Fargo September 2003 - January 2010
Merrill Lynch September 1999 - September 2003
Ernst & Young, LLP June 1995 - September 1999
Lasell College September 1991 - September 1993
Coopers & Lybrand September 1989 - September 1991
Skills
Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy, Financial Advisory, Wealth, High Net Worth..., Tax, Sales, Portfolio Management, Wealth Management, Alternative Investments, Securities, Project Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Asset Management, Series 7, Strategic Planning, Wealth Management..., Investment Management, Investment Strategies, Trusts, Hedge Funds, Retirement, 401k, Financial Planning
Education
Suffolk University Law School 1993 — 1996
JD, Law
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Moody, Lynn & Lieberson, Inc. April 2014 - Present
Lake Street Advisors, LLC January 2012 - November 2013
BNY Mellon Wealth Management January 2010 - January 2012
Tanager Financial/Wachovia/Wells Fargo September 2003 - January 2010
Merrill Lynch September 1999 - September 2003
Ernst & Young, LLP June 1995 - September 1999
Lasell College September 1991 - September 1993
Coopers & Lybrand September 1989 - September 1991
Skills
Estate Planning, Investments, Retirement Planning, Investment Advisory, Strategy, Financial Advisory, Wealth, High Net Worth..., Tax, Sales, Portfolio Management, Wealth Management, Alternative Investments, Securities, Project Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Asset Management, Series 7, Strategic Planning, Wealth Management..., Investment Management, Investment Strategies, Trusts, Hedge Funds, Retirement, 401k, Financial Planning
Education
Suffolk University Law School 1993 — 1996
JD, Law
Isenberg School of Management, UMass Amherst 1985 — 1989
BBA, Accounting
Feisal Ahmad's Merrill Lynch Experience 2006 - 2009
Job
Industry Online Media
Experience
Siteworx, LLC 2014 - Present
Siteworx, LLC 2011 - 2014
National Grid 2009 - 2011
Merrill Lynch 2006 - 2009
Waterfront Media / Everyday Health 2004 - 2006
Film Movement 2003 - 2004
Rhizome.org 2001 - 2003
Thoughtbubble Productions 2000 - 2001
Arthur Andersen LLP 1999 - 2000
Skills
Strategy Creation, Business Strategy, Product Development, Product Management, Online Marketing, Online Branding, Customer Experience, Customer Acquisition, New Business Development, Account Management, Cross-channel Marketing, Email Marketing, Social Media, Mobile Internet, Usability, Accessibility, Process Management, Editorial Strategy, Content Strategy, Functional..., Team Building, Team Management, Investor Relations, Media Relations, Cross Media Marketing, Leadership, Web Analytics, Analytics, Strategy, Management, Marketing, E-commerce, Digital Strategy, Strategic Partnerships, Web Content Management, Digital Marketing, CRM
Education
New York University 2001 — 2003
MA
Isenberg School of Management, UMass Amherst 1995 — 1998
BBA
Siteworx, LLC 2014 - Present
Siteworx, LLC 2011 - 2014
National Grid 2009 - 2011
Merrill Lynch 2006 - 2009
Waterfront Media / Everyday Health 2004 - 2006
Film Movement 2003 - 2004
Rhizome.org 2001 - 2003
Thoughtbubble Productions 2000 - 2001
Arthur Andersen LLP 1999 - 2000
Skills
Strategy Creation, Business Strategy, Product Development, Product Management, Online Marketing, Online Branding, Customer Experience, Customer Acquisition, New Business Development, Account Management, Cross-channel Marketing, Email Marketing, Social Media, Mobile Internet, Usability, Accessibility, Process Management, Editorial Strategy, Content Strategy, Functional..., Team Building, Team Management, Investor Relations, Media Relations, Cross Media Marketing, Leadership, Web Analytics, Analytics, Strategy, Management, Marketing, E-commerce, Digital Strategy, Strategic Partnerships, Web Content Management, Digital Marketing, CRM
Education
New York University 2001 — 2003
MA
Isenberg School of Management, UMass Amherst 1995 — 1998
BBA
Scott Leu's Merrill Lynch Experience May 2007 - July 2009
Job Manager at Pzena Investment Manager
Industry Financial Services
Experience
Pzena Investment Management May 2012 - Present
Barclays Capital August 2009 - May 2012
Merrill Lynch May 2007 - July 2009
Grant Thornton 2005 - 2007
Skills
Financial Analysis, Risk Management, Finance, Financial Risk, Management, Fixed Income, Financial Modeling, Investment Banking, Analysis, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Accounting
University of Massachusetts, Amherst 2001 — 2005
BBA, Accounting, 3.4
Pzena Investment Management May 2012 - Present
Barclays Capital August 2009 - May 2012
Merrill Lynch May 2007 - July 2009
Grant Thornton 2005 - 2007
Skills
Financial Analysis, Risk Management, Finance, Financial Risk, Management, Fixed Income, Financial Modeling, Investment Banking, Analysis, Portfolio Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Accounting
University of Massachusetts, Amherst 2001 — 2005
BBA, Accounting, 3.4
John Kiansten's Merrill Lynch Experience 2007 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch 2007 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Data Warehousing, Market Data, Business Intelligence, Electronic Trading
Education
Ithaca College
BS, Computer Science / Mathematics
New York University - Polytechnic School of Engineering
MS, Computer Science
Merrill Lynch 2007 - Present
Morgan Stanley 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Data Warehousing, Market Data, Business Intelligence, Electronic Trading
Education
Ithaca College
BS, Computer Science / Mathematics
New York University - Polytechnic School of Engineering
MS, Computer Science
Corinne Morgan Chaussepied's Merrill Lynch Experience June 2006 - September 2009
Job Senior Vice President, Corporate Event Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America September 2009 - February 2014
Merrill Lynch June 2006 - September 2009
Merrill Lynch January 2005 - June 2006
Mentor 4 November 2002 - January 2005
Pitcairn Financial Group February 2000 - October 2001
Merrill Lynch June 1999 - February 2000
Merrill Lynch December 1998 - June 1999
Merrill Lynch July 1996 - December 1998
Merrill Lynch June 1995 - July 1996
Skills
Vendor Management, Financial Services, Project Management, Marketing Strategy, Management, Data Analysis, Relationship Management, Marketing, Leadership, Social Media Marketing, Sales, Budgets, Event Planning, Strategy, Customer Service, Analytics, Creative Direction, Competitive Analysis, Marketing Communications
Education
University of Phoenix 2004 — 2006
MBA, Marketing
Ithaca College
Bachelor of Science (BS), International Business
Wwphs
Bank of America February 2014 - Present
Bank of America September 2009 - February 2014
Merrill Lynch June 2006 - September 2009
Merrill Lynch January 2005 - June 2006
Mentor 4 November 2002 - January 2005
Pitcairn Financial Group February 2000 - October 2001
Merrill Lynch June 1999 - February 2000
Merrill Lynch December 1998 - June 1999
Merrill Lynch July 1996 - December 1998
Merrill Lynch June 1995 - July 1996
Skills
Vendor Management, Financial Services, Project Management, Marketing Strategy, Management, Data Analysis, Relationship Management, Marketing, Leadership, Social Media Marketing, Sales, Budgets, Event Planning, Strategy, Customer Service, Analytics, Creative Direction, Competitive Analysis, Marketing Communications
Education
University of Phoenix 2004 — 2006
MBA, Marketing
Ithaca College
Bachelor of Science (BS), International Business
Wwphs
Scott Sparr's Merrill Lynch Experience December 1991 - February 2009
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies LLC May 2009 - Present
Merrill Lynch - Global Markets and Investment Banking 1992 - February 2009
Merrill Lynch December 1991 - February 2009
Skills
Electronic Trading, Fixed Income, Client Services, E-commerce, Fixed Income Trading, Trading Systems, Market Data, Series 7, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1976 — 1980
University of Massachusetts, Amherst 1976 — 1980
BBA, Accounting
Jefferies LLC May 2009 - Present
Merrill Lynch - Global Markets and Investment Banking 1992 - February 2009
Merrill Lynch December 1991 - February 2009
Skills
Electronic Trading, Fixed Income, Client Services, E-commerce, Fixed Income Trading, Trading Systems, Market Data, Series 7, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1976 — 1980
University of Massachusetts, Amherst 1976 — 1980
BBA, Accounting
Royce Magnusson's Merrill Lynch Experience June 1995 - August 1995
Job Management Consultant/Project Manager, Specialized at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - March 2011
Fidelity Investments May 2007 - May 2009
FMR Co. Systems April 2001 - May 2007
Goldman, Sachs & Company June 1999 - February 2001
Scudder Kemper Investments April 1999 - June 1999
Scudder Kemper Investments March 1998 - April 1999
Fidelity Investments June 1996 - March 1998
Merrill Lynch June 1995 - August 1995
Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments May 2011 - Present
Fidelity Investments June 2010 - March 2011
Fidelity Investments May 2007 - May 2009
FMR Co. Systems April 2001 - May 2007
Goldman, Sachs & Company June 1999 - February 2001
Scudder Kemper Investments April 1999 - June 1999
Scudder Kemper Investments March 1998 - April 1999
Fidelity Investments June 1996 - March 1998
Merrill Lynch June 1995 - August 1995
Skills
Program Management, Analysis, Software Project..., Vendor Management, SDLC, Bloomberg, Software Documentation, Project Management, Business Analysis, Risk Management, Management, Business Process...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
James J. Pomfret's Merrill Lynch Experience 1983 - 1986
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2006 - March 2013
Morgan Stanley 1991 - November 2006
Smith Barney 1986 - 1991
Merrill Lynch 1983 - 1986
Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1967 — 1971
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2006 - March 2013
Morgan Stanley 1991 - November 2006
Smith Barney 1986 - 1991
Merrill Lynch 1983 - 1986
Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1967 — 1971
Chad Astmann's Merrill Lynch Experience 2000 - 2002
Job Partner at Heidrick & Struggles
Industry Financial Services
Experience
Heidrick & Struggles March 2005 - Present
Michael Page International 2003 - 2005
Merrill Lynch 2000 - 2002
Skills
Private Equity, Asset Managment, Executive Search, Hedge Funds, Capital Markets, Mergers, Investments, Financial Services, Emerging Markets, Investment Banking, Equities, Alternative Investments, Due Diligence, Corporate Finance, Portfolio Management, Venture Capital, Restructuring, Valuation, Financial Modeling, Corporate Governance
Education
New York University 2008 — 2011
Master of Arts (M.A.), Industrial and Organizational Psychology
Ithaca College 1996 — 1999
Bachelor of Science (B.S.), Psychology
Heidrick & Struggles March 2005 - Present
Michael Page International 2003 - 2005
Merrill Lynch 2000 - 2002
Skills
Private Equity, Asset Managment, Executive Search, Hedge Funds, Capital Markets, Mergers, Investments, Financial Services, Emerging Markets, Investment Banking, Equities, Alternative Investments, Due Diligence, Corporate Finance, Portfolio Management, Venture Capital, Restructuring, Valuation, Financial Modeling, Corporate Governance
Education
New York University 2008 — 2011
Master of Arts (M.A.), Industrial and Organizational Psychology
Ithaca College 1996 — 1999
Bachelor of Science (B.S.), Psychology
Bill Lounsbury's Merrill Lynch Experience 2010 - 2015
Job Independent Investment Management Professional
Industry Investment Management
Experience
Merrill Lynch 2010 - 2015
Iowa Department of Transportation January 1981 - October 2007
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Valuation, Risk Management, Microsoft Office, Private Equity, Bloomberg, Strategic Planning, Alternative Investments, Mutual Funds, Wealth Management, Derivatives, Project Management
Education
Iowa State University 1964 — 1968
Agriculture Business, Agricultural Economics
Merrill Lynch 2010 - 2015
Iowa Department of Transportation January 1981 - October 2007
Skills
Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Valuation, Risk Management, Microsoft Office, Private Equity, Bloomberg, Strategic Planning, Alternative Investments, Mutual Funds, Wealth Management, Derivatives, Project Management
Education
Iowa State University 1964 — 1968
Agriculture Business, Agricultural Economics
Gary Hunt's Merrill Lynch Experience April 2004 - Present
Job Director at Merrill Lynch
Industry Capital Markets
Experience
Merrill Lynch April 2004 - Present
Ameritrade 1994 - 1999
Education
University of Nebraska at Omaha 1996 — 1998
Iowa State University 1990 — 1994
Iowa State University - College of Business 1990 — 1994
Merrill Lynch April 2004 - Present
Ameritrade 1994 - 1999
Education
University of Nebraska at Omaha 1996 — 1998
Iowa State University 1990 — 1994
Iowa State University - College of Business 1990 — 1994
Michael Behr's Merrill Lynch Experience June 2006 - August 2006
Job Analyst at TriState Capital
Industry Financial Services
Experience
TriState Capital Bank May 2014 - Present
Credit Suisse - Investment Bank June 2010 - June 2013
UBS - Investment Bank September 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Bloomberg, Equities, Investment Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Ithaca College 2003 — 2007
Bachelor of Science (BS), Business Administration - Finance Concentration
TriState Capital Bank May 2014 - Present
Credit Suisse - Investment Bank June 2010 - June 2013
UBS - Investment Bank September 2007 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Bloomberg, Equities, Investment Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Ithaca College 2003 — 2007
Bachelor of Science (BS), Business Administration - Finance Concentration
Jonathan Weiner's Merrill Lynch Experience August 2009 - July 2014
Job Jaby Products
Industry Consumer Goods
Experience
Jaby Products August 2014 - Present
Merrill Lynch August 2009 - July 2014
Robert Half International June 2008 - July 2009
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
Jaby Products August 2014 - Present
Merrill Lynch August 2009 - July 2014
Robert Half International June 2008 - July 2009
Education
Isenberg School of Management, UMass Amherst 2003 — 2007
Gregory Pike's Merrill Lynch Experience June 2012 - April 2013
Job Operations Manager at Julien Farel Group
Industry Financial Services
Experience
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Josh Hunter's Merrill Lynch Experience September 2003 - May 2004
Job Principal Financial Officer at Foreside Financial Group, LLC
Industry Financial Services
Experience
Foreside Financial Group, LLC July 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan July 2008 - January 2011
State Street Corporation July 2007 - June 2008
Investors Bank & Trust September 2004 - July 2007
Merrill Lynch September 2003 - May 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Compliance, IRS Sub-Chapter M, 1940 Act, Financial Reporting, Budget Analysis, Budget Development, Form N-1A, People Management, Coaching, Staff Mentoring, Budget Proposals, ETFs, Financial Services, Financial Accounting, Management, Mutual Funds, Fund Accounting, Fund Administration, Finance, Financial Statements, Budgets, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Concentration in Finance and Management; Minor in Economics
Foreside Financial Group, LLC July 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan July 2008 - January 2011
State Street Corporation July 2007 - June 2008
Investors Bank & Trust September 2004 - July 2007
Merrill Lynch September 2003 - May 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Compliance, IRS Sub-Chapter M, 1940 Act, Financial Reporting, Budget Analysis, Budget Development, Form N-1A, People Management, Coaching, Staff Mentoring, Budget Proposals, ETFs, Financial Services, Financial Accounting, Management, Mutual Funds, Fund Accounting, Fund Administration, Finance, Financial Statements, Budgets, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Concentration in Finance and Management; Minor in Economics
Tabea Kenney's Merrill Lynch Experience 2006 - 2008
Job Real Estate Professional
Industry Real Estate
Experience
Merrill Lynch 2006 - 2008
Nation Point a subsidiary of Merrill Lynch 2006 - 2008
Nation Point 2006 - 2008
Education
Irvine Valley College
Merrill Lynch 2006 - 2008
Nation Point a subsidiary of Merrill Lynch 2006 - 2008
Nation Point 2006 - 2008
Education
Irvine Valley College
Tom Berard, CFP®, CIMA ®'s Merrill Lynch Experience October 1998 - Present
Job Vice President/Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 1998 - Present
Prudential Securities January 1997 - October 1998
Four Seasons Hotels and Resorts January 1993 - January 1997
Four Seasons Hotels and Resorts June 1990 - January 1993
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
Merrill Lynch October 1998 - Present
Prudential Securities January 1997 - October 1998
Four Seasons Hotels and Resorts January 1993 - January 1997
Four Seasons Hotels and Resorts June 1990 - January 1993
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
William Coote's Merrill Lynch Experience April 1981 - November 1984
Job at Taro Pharmaceuticals
Industry Executive Office
Experience
Taro Pharmaceuticals November 2008 - Present
Bowne November 1995 - March 2008
Prudential Resources Management November 1984 - October 1995
Prudential Relocation 1984 - 1995
The Prudential - Moran , Stahl & Boyer 1990 - 1994
Merrill Lynch April 1981 - November 1984
Ernst & Young February 1977 - February 1981
Skills
Strategic Planning, Investor Relations, Divestitures, Mergers, Finance, Acquisitions, SEC filings, Capital Allocation, Due Diligence, Financial Analysis
Education
Iona College 1973 — 1977
Bachelor of Science (BS), Accounting
Sacred Heart High School
Sacred Heart High School
Sacred Heart High School
Taro Pharmaceuticals November 2008 - Present
Bowne November 1995 - March 2008
Prudential Resources Management November 1984 - October 1995
Prudential Relocation 1984 - 1995
The Prudential - Moran , Stahl & Boyer 1990 - 1994
Merrill Lynch April 1981 - November 1984
Ernst & Young February 1977 - February 1981
Skills
Strategic Planning, Investor Relations, Divestitures, Mergers, Finance, Acquisitions, SEC filings, Capital Allocation, Due Diligence, Financial Analysis
Education
Iona College 1973 — 1977
Bachelor of Science (BS), Accounting
Sacred Heart High School
Sacred Heart High School
Sacred Heart High School
Michael Brooks, CIMA, CIS's Merrill Lynch Experience February 1979 - March 1984
Job Senior Sales Executive
Industry Investment Management
Experience
Experienced Sales Professional available for New Opportunites January 2015 - Present
Lord, Abbett & Co. LLC January 1990 - December 2014
Paine Webber June 1986 - February 1990
The Sandage Companies March 1984 - March 1986
Merrill Lynch February 1979 - March 1984
Skills
Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Securities, Investment Advisory, Portfolio Management, Separately Managed..., Series 24, Series 8, FINRA, Financial Services, Series 63, Finance, Retirement Planning, Investment Strategies, Equities, Management, Sales, Fixed Income, Investment Management, Sales Management, Insurance, Relationship Management, Relationship Building
Education
Iowa State University
Experienced Sales Professional available for New Opportunites January 2015 - Present
Lord, Abbett & Co. LLC January 1990 - December 2014
Paine Webber June 1986 - February 1990
The Sandage Companies March 1984 - March 1986
Merrill Lynch February 1979 - March 1984
Skills
Investments, Series 7, Mutual Funds, Asset Management, Asset Allocation, Alternative Investments, Wealth Management, Securities, Investment Advisory, Portfolio Management, Separately Managed..., Series 24, Series 8, FINRA, Financial Services, Series 63, Finance, Retirement Planning, Investment Strategies, Equities, Management, Sales, Fixed Income, Investment Management, Sales Management, Insurance, Relationship Management, Relationship Building
Education
Iowa State University
Debbie DeVoogd Clark's Merrill Lynch Experience 1991 - 1997
Job Project Manager (Consultant) at Citi
Industry Events Services
Experience
Citi December 2014 - Present
Deutsche Bank 1999 - 2008
Merrill Lynch 1991 - 1997
MTV Networks 1985 - 1991
MTV 1984 - 1990
MTV 1984 - 1990
MTV 1984 - 1990
Skills
Social Media, Event Planning, Social Media Marketing, Public Speaking, Strategic Planning, Customer Service, Event Management, Entertainment, Corporate Events, Marketing Communications
Education
Ithaca College 1979 — 1983
BS, TV/R
Manchester Regional High School
Citi December 2014 - Present
Deutsche Bank 1999 - 2008
Merrill Lynch 1991 - 1997
MTV Networks 1985 - 1991
MTV 1984 - 1990
MTV 1984 - 1990
MTV 1984 - 1990
Skills
Social Media, Event Planning, Social Media Marketing, Public Speaking, Strategic Planning, Customer Service, Event Management, Entertainment, Corporate Events, Marketing Communications
Education
Ithaca College 1979 — 1983
BS, TV/R
Manchester Regional High School
Jeffrey Rosenblum, CFP's Merrill Lynch Experience November 2005 - June 2013
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. June 2013 - Present
Merrill Lynch November 2005 - June 2013
RBC Wealth Management March 2003 - November 2005
Tucker Anthony July 1998 - March 2003
Gibraltar Securities June 1995 - July 1998
Education
Ithaca College 1984 — 1988
Bachelor of Science (B.S.), Business/Psychology
UBS Financial Services Inc. June 2013 - Present
Merrill Lynch November 2005 - June 2013
RBC Wealth Management March 2003 - November 2005
Tucker Anthony July 1998 - March 2003
Gibraltar Securities June 1995 - July 1998
Education
Ithaca College 1984 — 1988
Bachelor of Science (B.S.), Business/Psychology
John Gors's Merrill Lynch Experience March 1999 - July 2001
Job Vice President at Goldman Sachs
Industry Commercial Real Estate
Experience
Goldman Sachs June 2015 - Present
GE Real Estate July 2001 - May 2015
Merrill Lynch March 1999 - July 2001
Nomura Capital September 1998 - March 1999
Newport Mortgage September 1997 - September 1998
Federal Housing Administration May 1987 - August 1997
Education
Iowa State University - College of Business 1985 — 1987
BBa, Marketing
Mason City High School 1981 — 1983
Goldman Sachs June 2015 - Present
GE Real Estate July 2001 - May 2015
Merrill Lynch March 1999 - July 2001
Nomura Capital September 1998 - March 1999
Newport Mortgage September 1997 - September 1998
Federal Housing Administration May 1987 - August 1997
Education
Iowa State University - College of Business 1985 — 1987
BBa, Marketing
Mason City High School 1981 — 1983
Edmund Perkins's Merrill Lynch Experience June 2001 - August 2001
Job Leave Counselor at BASF
Industry Chemicals
Experience
BASF November 2010 - Present
ACS, a Xerox Company February 2010 - November 2010
ACS, Inc November 2006 - February 2010
Mellon HR&IS / ACS, Inc November 2004 - October 2006
Target Corporation August 2003 - July 2004
Hazen Paper Company May 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Human Resources, PeopleSoft, Interviews, Employee Relations, Customer Service, Training, Process Improvement, Performance Management, Vendor Management, Microsoft Office, SAP HR
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2012 — 2014
Master's Degree, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Management
BASF November 2010 - Present
ACS, a Xerox Company February 2010 - November 2010
ACS, Inc November 2006 - February 2010
Mellon HR&IS / ACS, Inc November 2004 - October 2006
Target Corporation August 2003 - July 2004
Hazen Paper Company May 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Human Resources, PeopleSoft, Interviews, Employee Relations, Customer Service, Training, Process Improvement, Performance Management, Vendor Management, Microsoft Office, SAP HR
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.)
Northeastern University 2012 — 2014
Master's Degree, Finance
Isenberg School of Management, UMass Amherst 1999 — 2003
BBA, Management
Cynthia Buck's Merrill Lynch Experience August 1998 - April 2000
Job Compliance Director at John Hancock
Industry Financial Services
Experience
John Hancock July 2010 - Present
John Hancock April 2010 - July 2010
Affiliated Managers Group. Inc. June 2009 - January 2010
U.S. Boston Capital Corporation January 2007 - September 2008
Oppenheimer & Co. April 2000 - February 2005
Merrill Lynch August 1998 - April 2000
Donaldson, Lufkin & Jenrette June 1992 - April 1998
Education
Suffolk University Law School 2003 — 2006
JD, Legal
Ithaca College 1987 — 1991
BA, Art History
John Hancock July 2010 - Present
John Hancock April 2010 - July 2010
Affiliated Managers Group. Inc. June 2009 - January 2010
U.S. Boston Capital Corporation January 2007 - September 2008
Oppenheimer & Co. April 2000 - February 2005
Merrill Lynch August 1998 - April 2000
Donaldson, Lufkin & Jenrette June 1992 - April 1998
Education
Suffolk University Law School 2003 — 2006
JD, Legal
Ithaca College 1987 — 1991
BA, Art History
Grant Cable's Merrill Lynch Experience May 2009 - August 2009
Job OTC Operations Analyst at Pine River Capital Management
Industry Investment Management
Experience
Pine River Capital Management March 2012 - Present
LaCrosse Global Fund Services October 2010 - March 2012
Wells Fargo Investments August 2010 - October 2010
Kingland Systems Corporation January 2010 - May 2010
Merrill Lynch May 2009 - August 2009
Skills
Hedge Funds, Securities, Derivatives, Bloomberg, Qualitative Research, Data Analysis, FX Derivatives, Fixed Income, Swaps, Interest Rate Swaps, Bloomberg Terminal, Currency, Credit Derivatives, Prime Brokerage, Interest Rate..., Commodity, Emerging Markets
Education
Iowa State University 2006 — 2010
Bachelor of Science, Finance, International Business
Iowa State University - College of Business 2006 — 2010
Bachelor of Science, Finance, International Business
CIMBA - Consortium of Universities for International Studies 2008 — 2008
International Business
Pine River Capital Management March 2012 - Present
LaCrosse Global Fund Services October 2010 - March 2012
Wells Fargo Investments August 2010 - October 2010
Kingland Systems Corporation January 2010 - May 2010
Merrill Lynch May 2009 - August 2009
Skills
Hedge Funds, Securities, Derivatives, Bloomberg, Qualitative Research, Data Analysis, FX Derivatives, Fixed Income, Swaps, Interest Rate Swaps, Bloomberg Terminal, Currency, Credit Derivatives, Prime Brokerage, Interest Rate..., Commodity, Emerging Markets
Education
Iowa State University 2006 — 2010
Bachelor of Science, Finance, International Business
Iowa State University - College of Business 2006 — 2010
Bachelor of Science, Finance, International Business
CIMBA - Consortium of Universities for International Studies 2008 — 2008
International Business
Helen Legato's Merrill Lynch Experience 2005 - 2008
Job President, Piton Consulting, LLC
Industry Marketing and Advertising
Experience
Piton Consulting, LLC January 2009 - Present
UBS Wealth Management 2009 - 2011
Merrill Lynch 2005 - 2008
Travelers 2004 - 2005
Merrill Lynch January 1996 - January 2000
Prudential Financial 1994 - 1996
Wells Fargo 1992 - 1994
First Investors 1990 - 1992
Fairchild Fashion Media 1989 - 1990
Skills
Marketing Communications, Financial Services, Internal Communications, Marketing Strategy, Marketing, Mutual Funds, Copywriting, Wealth Management, Public Relations, Strategic Planning, Investments, Advertising, Public Speaking, Project Management, Strategic Partnerships, Strategic Communications, Integrated Marketing, Strategy, Email Marketing, Corporate Communications, Entrepreneurship, Digital Marketing, Media Relations, Online Marketing
Education
Ithaca College 1985 — 1989
BA, Speech Communications
Marlboro High School 1981 — 1985
Piton Consulting, LLC January 2009 - Present
UBS Wealth Management 2009 - 2011
Merrill Lynch 2005 - 2008
Travelers 2004 - 2005
Merrill Lynch January 1996 - January 2000
Prudential Financial 1994 - 1996
Wells Fargo 1992 - 1994
First Investors 1990 - 1992
Fairchild Fashion Media 1989 - 1990
Skills
Marketing Communications, Financial Services, Internal Communications, Marketing Strategy, Marketing, Mutual Funds, Copywriting, Wealth Management, Public Relations, Strategic Planning, Investments, Advertising, Public Speaking, Project Management, Strategic Partnerships, Strategic Communications, Integrated Marketing, Strategy, Email Marketing, Corporate Communications, Entrepreneurship, Digital Marketing, Media Relations, Online Marketing
Education
Ithaca College 1985 — 1989
BA, Speech Communications
Marlboro High School 1981 — 1985
Jason Park, MBA, CPA's Merrill Lynch Experience June 2008 - July 2008
Job Financial Services Senior Associate at Ernst & Young
Industry Accounting
Experience
Ernst & Young July 2013 - August 2015
ERNST&YOUNG July 2011 - July 2013
Park Fund January 2009 - July 2011
Core Trading Consultants October 2006 - May 2009
BorgWarner September 2008 - December 2008
Merrill Lynch June 2008 - July 2008
Ithaca College September 2007 - May 2008
Skills
GoSystems, OneSource, eForms, QuickBooks, Thompson One, Sales Tax, Accounting, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Access, Outlook, Bloomberg Terminal, Leadership, Tax, Analysis, Financial Accounting, General Ledger, Finance, Management, Financial Reporting
Education
Ithaca College 2009 — 2010
MBA, Professional Accountancy
Ithaca College 2006 — 2009
Bachelor of Science, Business Administration: Accounting & Finance
Ernst & Young July 2013 - August 2015
ERNST&YOUNG July 2011 - July 2013
Park Fund January 2009 - July 2011
Core Trading Consultants October 2006 - May 2009
BorgWarner September 2008 - December 2008
Merrill Lynch June 2008 - July 2008
Ithaca College September 2007 - May 2008
Skills
GoSystems, OneSource, eForms, QuickBooks, Thompson One, Sales Tax, Accounting, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Access, Outlook, Bloomberg Terminal, Leadership, Tax, Analysis, Financial Accounting, General Ledger, Finance, Management, Financial Reporting
Education
Ithaca College 2009 — 2010
MBA, Professional Accountancy
Ithaca College 2006 — 2009
Bachelor of Science, Business Administration: Accounting & Finance
Christopher Nassan's Merrill Lynch Experience June 1998 - February 2005
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch June 1998 - February 2005
Education
Ithaca College 1994 — 1998
B.S., Finance
UBS Financial Services Inc. October 2008 - Present
Morgan Stanley February 2005 - October 2008
Merrill Lynch June 1998 - February 2005
Education
Ithaca College 1994 — 1998
B.S., Finance
Mehmet Marc Esen, CIMA's Merrill Lynch Experience 1995 - 1999
Job Senior Investment Officer Montgomery County Employee Retirement Plans
Industry Investment Management
Experience
Montgomery County Employee Retirement Plans April 2006 - Present
Legacy Advisors 1999 - 2006
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Due Diligence, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies
Education
Marymount University 1993 — 1995
MBA
Istanbul University 1990 — 1992
MS, Organization and Management Policy
Montgomery County Employee Retirement Plans April 2006 - Present
Legacy Advisors 1999 - 2006
Merrill Lynch 1995 - 1999
Skills
Portfolio Management, Investments, Alternative Investments, Private Equity, Due Diligence, Asset Allocation, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Strategies
Education
Marymount University 1993 — 1995
MBA
Istanbul University 1990 — 1992
MS, Organization and Management Policy
Shlomi Betesh's Merrill Lynch Experience July 2011 - July 2012
Job Realtor Associate at Douglas Elliman Florida
Industry Real Estate
Experience
Douglas Elliman Florida June 2014 - Present
Majestic Properties July 2012 - June 2014
Merrill Lynch July 2011 - July 2012
The Gelato Maker May 2010 - June 2011
Skills
Investments, Series 7, Valuation, Asset Management, Asset Managment, Commercial Real Estate..., Real Estate Transactions, Real Estate Development, Investment Properties, Real Estate, Investors, Sellers, Condos, Residential Homes, Real Property, Buyers, REO, Buyer Representation, Exclusive Buyer..., Rentals, Short Sales, Foreclosures, Contract Negotiation, Referrals, First Time Home Buyers
Education
Hewlett High School
University of Massachusetts at Amherst - Isenberg School of Management
Managerial Economics, Economics
Douglas Elliman Florida June 2014 - Present
Majestic Properties July 2012 - June 2014
Merrill Lynch July 2011 - July 2012
The Gelato Maker May 2010 - June 2011
Skills
Investments, Series 7, Valuation, Asset Management, Asset Managment, Commercial Real Estate..., Real Estate Transactions, Real Estate Development, Investment Properties, Real Estate, Investors, Sellers, Condos, Residential Homes, Real Property, Buyers, REO, Buyer Representation, Exclusive Buyer..., Rentals, Short Sales, Foreclosures, Contract Negotiation, Referrals, First Time Home Buyers
Education
Hewlett High School
University of Massachusetts at Amherst - Isenberg School of Management
Managerial Economics, Economics
Robert Moran's Merrill Lynch Experience January 2012 - May 2012
Job Financial Analyst at MorphoTrust ™ USA
Industry Financial Services
Experience
MorphoTrust ™ USA September 2012 - Present
Merrill Lynch January 2012 - May 2012
Converse June 2011 - August 2011
Converse June 2010 - August 2010
Principle Profits Asset Management October 2009 - May 2010
Umass Finance Society January 2009 - December 2009
Minutemen Equity Fund January 2009 - December 2009
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2012
B.B.A, Investments, Corporate Finance
University of Massachusetts, Amherst 2007 — 2012
B.A., Economics
MorphoTrust ™ USA September 2012 - Present
Merrill Lynch January 2012 - May 2012
Converse June 2011 - August 2011
Converse June 2010 - August 2010
Principle Profits Asset Management October 2009 - May 2010
Umass Finance Society January 2009 - December 2009
Minutemen Equity Fund January 2009 - December 2009
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Research, Equity Trading
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2012
B.B.A, Investments, Corporate Finance
University of Massachusetts, Amherst 2007 — 2012
B.A., Economics
Conrad Capalbo's Merrill Lynch Experience June 2008 - August 2008
Job
Industry Information Technology and Services
Experience
FactSet Research Systems May 2013 - Present
PieceMaker January 2013 - December 2013
FactSet Research Systems November 2012 - May 2013
FactSet Research Systems September 2010 - November 2012
Irving Capital Group August 2007 - June 2010
Ithaca College Portfolio Management August 2009 - May 2010
Ithaca College August 2008 - May 2010
Ithaca College Information Technology Services February 2007 - May 2010
Merrill Lynch June 2008 - August 2008
4Kids Entertainment Licensing, Inc. April 2006 - June 2006
Skills
Social Media, CRM, Market Research, Financial Analysis, Microsoft Word, Microsoft Excel, Software Development, Leadership, Product Management, Financial Modeling, Microsoft Office
Education
Ithaca College 2006 — 2010
Bachelor of Science, Communications, Magna Cum Laude
Ithaca College 2006 — 2010
Bachelor of Science, Business, Magna Cum Laude
Irvington High School 2003 — 2006
FactSet Research Systems May 2013 - Present
PieceMaker January 2013 - December 2013
FactSet Research Systems November 2012 - May 2013
FactSet Research Systems September 2010 - November 2012
Irving Capital Group August 2007 - June 2010
Ithaca College Portfolio Management August 2009 - May 2010
Ithaca College August 2008 - May 2010
Ithaca College Information Technology Services February 2007 - May 2010
Merrill Lynch June 2008 - August 2008
4Kids Entertainment Licensing, Inc. April 2006 - June 2006
Skills
Social Media, CRM, Market Research, Financial Analysis, Microsoft Word, Microsoft Excel, Software Development, Leadership, Product Management, Financial Modeling, Microsoft Office
Education
Ithaca College 2006 — 2010
Bachelor of Science, Communications, Magna Cum Laude
Ithaca College 2006 — 2010
Bachelor of Science, Business, Magna Cum Laude
Irvington High School 2003 — 2006
Elliot Skriloff's Merrill Lynch Experience April 2004 - Present
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2004 - Present
Education
Ithaca College 1984 — 1988
BS, Finance and Economics
Merrill Lynch April 2004 - Present
Education
Ithaca College 1984 — 1988
BS, Finance and Economics
Steve Marchand's Merrill Lynch Experience June 2008 - August 2008
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2012 - Present
State Street June 2011 - August 2012
Brook Venture Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance, Investments and Operations Management
Deloitte August 2012 - Present
State Street June 2011 - August 2012
Brook Venture Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance, Investments and Operations Management
Craig Colbath's Merrill Lynch Experience January 2010 - Present
Job Market Executive at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch August 2007 - January 2010
Merrill Lynch May 1998 - July 2007
Merrill Lynch April 1994 - July 2007
Merrill Lynch April 1997 - May 1998
Colbath & Associates May 1983 - January 1994
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Securities, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Fixed Income, Investment Advisory
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1982
Bachelors, Accounting
University of Massachusetts, Amherst 1979 — 1982
Minor, English
Merrill Lynch January 2010 - Present
Merrill Lynch August 2007 - January 2010
Merrill Lynch May 1998 - July 2007
Merrill Lynch April 1994 - July 2007
Merrill Lynch April 1997 - May 1998
Colbath & Associates May 1983 - January 1994
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Securities, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Fixed Income, Investment Advisory
Education
University of Massachusetts at Amherst - Isenberg School of Management 1979 — 1982
Bachelors, Accounting
University of Massachusetts, Amherst 1979 — 1982
Minor, English
Annmarie Evans's Merrill Lynch Experience 2004 - Present
Job
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Skills
Program Management, Event Planning, Public Speaking, Customer Service, Microsoft Word, Project Planning, Microsoft Excel, Microsoft Office, Time Management, Management
Education
Ithaca College 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch 2004 - Present
Skills
Program Management, Event Planning, Public Speaking, Customer Service, Microsoft Word, Project Planning, Microsoft Excel, Microsoft Office, Time Management, Management
Education
Ithaca College 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Brent Byrne's Merrill Lynch Experience June 2009 - August 2009
Job Financial Reporting Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
BlackRock November 2014 - Present
BNY Mellon September 2012 - November 2014
JPMorgan Chase January 2011 - August 2012
Bernstein Global Wealth Management June 2010 - November 2010
Real Time Portfolio Managment August 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Divi-Vest Advisors June 2008 - August 2008
Wachovia Securities, LLC June 2007 - August 2007
Greentree Brokerage Services May 2006 - June 2006
Skills
Financial Analysis, Accounting, Financial Modeling, Corporate Finance, Finance, Valuation, Financial Reporting, Bloomberg, Bloomberg Terminal, Financial Markets, Mutual Funds, Equities, Portfolio Management, Private Equity
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Ithaca College 2006 — 2010
B.S., Business Administration
Villanova University
Mandarin
Alan Alexander's Merrill Lynch Experience September 2011 - December 2014
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch December 2014 - Present
American Heart Association January 2012 - Present
Merrill Lynch September 2011 - December 2014
Bank of America Merrill Lynch January 1989 - June 2012
Citibank January 1981 - January 1989
Skills
Integrated Plan..., Risk Management and..., Organizational Design..., Client Presentations, Series 99 Operations..., Strategic Planning, Financial Services, Retirement, Project Management, Risk Management, Wealth Management, Vendor Management, Business Analysis, Investments, Management, Securities, Mutual Funds, SDLC
Education
Fairleigh Dickinson University-Metropolitan Campus 1979 — 1983
Master's Degree, Business Administration and Management, General
Fairleigh Dickinson University-Metropolitan Campus 1977 — 1979
Bachelors, Management
Ithaca College 1976 — 1977
Business Administration and Management, General
Bank of America Merrill Lynch December 2014 - Present
American Heart Association January 2012 - Present
Merrill Lynch September 2011 - December 2014
Bank of America Merrill Lynch January 1989 - June 2012
Citibank January 1981 - January 1989
Skills
Integrated Plan..., Risk Management and..., Organizational Design..., Client Presentations, Series 99 Operations..., Strategic Planning, Financial Services, Retirement, Project Management, Risk Management, Wealth Management, Vendor Management, Business Analysis, Investments, Management, Securities, Mutual Funds, SDLC
Education
Fairleigh Dickinson University-Metropolitan Campus 1979 — 1983
Master's Degree, Business Administration and Management, General
Fairleigh Dickinson University-Metropolitan Campus 1977 — 1979
Bachelors, Management
Ithaca College 1976 — 1977
Business Administration and Management, General
Fred Recchio, CFP's Merrill Lynch Experience 1990 - 1995
Job Vice President Wealth Insurance Specialist at Wells Fargo Advisors
Industry Insurance
Experience
Wells Fargo Advisors June 2014 - Present
Crump Life Insurance Services January 2011 - Present
Highland Capital Brokerage August 1995 - January 2011
Merrill Lynch 1990 - 1995
Skills
Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Insurance, Series 63, Life Insurance, Disability Insurance, Retirement, Series 6, Strategic Financial..., Long-term Care, Long Term Care Insurance, 401k, Estate Planning, Financial Planning
Education
University of South Carolina-Columbia 1971 — 1972
Masters, Education
Ithaca College 1967 — 1971
Bachlor of Science, Education
Wells Fargo Advisors June 2014 - Present
Crump Life Insurance Services January 2011 - Present
Highland Capital Brokerage August 1995 - January 2011
Merrill Lynch 1990 - 1995
Skills
Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Insurance, Series 63, Life Insurance, Disability Insurance, Retirement, Series 6, Strategic Financial..., Long-term Care, Long Term Care Insurance, 401k, Estate Planning, Financial Planning
Education
University of South Carolina-Columbia 1971 — 1972
Masters, Education
Ithaca College 1967 — 1971
Bachlor of Science, Education
Matt Whiting, CFP®,CRPC®,CSNA's Merrill Lynch Experience October 2013 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fidelity Investments June 2009 - October 2011
Fidelity Investments February 2008 - June 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments June 2005 - February 2006
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Retirement Planning, Financial Services, Financial Analysis, Wealth Management, Fixed Income, Series 63, Financial Modeling, Asset Allocation, Investment Strategies
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Merrill Lynch October 2013 - Present
Fidelity Investments October 2011 - October 2013
Fidelity Investments June 2009 - October 2011
Fidelity Investments February 2008 - June 2009
Fidelity Investments February 2006 - February 2008
Fidelity Investments June 2005 - February 2006
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Retirement Planning, Financial Services, Financial Analysis, Wealth Management, Fixed Income, Series 63, Financial Modeling, Asset Allocation, Investment Strategies
Education
Isenberg School of Management, UMass Amherst 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Maggie O'Callaghan's Merrill Lynch Experience February 2015 - Present
Job Mark H. McCormack Dept. of Sport Management
Industry Sports
Experience
Merrill Lynch February 2015 - Present
Flagship Merchant Services January 2014 - January 2015
Private Tutor July 2009 - January 2015
Kelley Greens Golf Course May 2010 - December 2013
Women in Sport Management Club January 2011 - May 2013
Run4Fun October 2012 - April 2013
Supercuts SoccerFest April 2010 - April 2011
Gubernatorial Campaign May 2010 - November 2010
Skills
PowerPoint, Social Media, Sports Marketing, Facebook, Sports Management, Time Management, Fundraising, Social Networking, Event Management, Friendly Personality, Idea Generation, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Sport Management
Swampscott High School 2005 — 2009
Merrill Lynch February 2015 - Present
Flagship Merchant Services January 2014 - January 2015
Private Tutor July 2009 - January 2015
Kelley Greens Golf Course May 2010 - December 2013
Women in Sport Management Club January 2011 - May 2013
Run4Fun October 2012 - April 2013
Supercuts SoccerFest April 2010 - April 2011
Gubernatorial Campaign May 2010 - November 2010
Skills
PowerPoint, Social Media, Sports Marketing, Facebook, Sports Management, Time Management, Fundraising, Social Networking, Event Management, Friendly Personality, Idea Generation, Microsoft Word
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Sport Management
Swampscott High School 2005 — 2009
Sue (Agrimonti) Lueders's Merrill Lynch Experience May 2014 - Present
Job Business Manager at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch May 2014 - Present
Merrill Lynch May 2011 - May 2014
Merrill Lynch August 2005 - May 2011
Skills
Series 7, Series 66, Thomson One, Bloomberg Terminal, Wealth Management, Leadership, Event Planning, Customer Service, Marketing, Sales, Time Management
Education
Robert Morris College 1983 — 1984
Associates Degree, Business
Iowa State University 1981 — 1983
Homewood Flossmoor
Bank of America Merrill Lynch September 2015 - Present
Merrill Lynch May 2014 - Present
Merrill Lynch May 2011 - May 2014
Merrill Lynch August 2005 - May 2011
Skills
Series 7, Series 66, Thomson One, Bloomberg Terminal, Wealth Management, Leadership, Event Planning, Customer Service, Marketing, Sales, Time Management
Education
Robert Morris College 1983 — 1984
Associates Degree, Business
Iowa State University 1981 — 1983
Homewood Flossmoor
Ajay Desai's Merrill Lynch Experience August 1999 - November 2004
Job Managing Director UBS Private Wealth Management
Industry Financial Services
Experience
UBS November 2011 - Present
Morgan Stanley Smith Barney November 2005 - November 2011
Merrill Lynch August 1999 - November 2004
Accenture May 1991 - March 1993
Education
University of Chicago 1995 — 1998
Masters of Business Administration, Finance, Accounting
Iowa State University 1986 — 1991
Bachelor of Business Administration, Finance
UBS November 2011 - Present
Morgan Stanley Smith Barney November 2005 - November 2011
Merrill Lynch August 1999 - November 2004
Accenture May 1991 - March 1993
Education
University of Chicago 1995 — 1998
Masters of Business Administration, Finance, Accounting
Iowa State University 1986 — 1991
Bachelor of Business Administration, Finance
Jason Dias's Merrill Lynch Experience May 2011 - July 2011
Job at
Industry Semiconductors
Experience
Amax Engineering June 2014 - Present
Meridian Technical sales March 2013 - June 2014
Trinity Technologies, Inc. September 2012 - April 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Office, Product Marketing, Selling, Product Development, Marketing, Account Management, Salesforce.com, Customer Service, Sales Management, Management, PowerPoint, Product Management, New Business Development, Sales Operations
Education
Iowa Wesleyan College 2008 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Amax Engineering June 2014 - Present
Meridian Technical sales March 2013 - June 2014
Trinity Technologies, Inc. September 2012 - April 2013
Merrill Lynch May 2011 - July 2011
Skills
Microsoft Office, Product Marketing, Selling, Product Development, Marketing, Account Management, Salesforce.com, Customer Service, Sales Management, Management, PowerPoint, Product Management, New Business Development, Sales Operations
Education
Iowa Wesleyan College 2008 — 2010
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank