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
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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
Howard Humphrey Howard Humphrey's Merrill Lynch Experience May 1997 - August 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Merrill Lynch May 1997 - August 2012
Education
Marietta College 1987 — 1990
Accounting/Economics, Accounting
Wells Fargo Advisors August 2012 - Present
Merrill Lynch May 1997 - August 2012
Education
Marietta College 1987 — 1990
Accounting/Economics, Accounting
Matthew G. Lubrano Matthew G. Lubrano's Merrill Lynch Experience June 2007 - August 2007
Job Wealth and Asset Management at Ernst & Young
Industry Financial Services
Experience
Ernst & Young September 2012 - Present
Marist College June 2011 - May 2012
Marist College March 2010 - April 2011
KPMG June 2010 - August 2010
Schottenfeld Group June 2008 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Finance, Auditing, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, Budgets, Customer Service, Access, Outlook
Education
Marist College 2011 — 2012
MBA, 3.91
Marist College 2007 — 2011
B.S., Accounting
Ernst & Young September 2012 - Present
Marist College June 2011 - May 2012
Marist College March 2010 - April 2011
KPMG June 2010 - August 2010
Schottenfeld Group June 2008 - January 2010
Merrill Lynch June 2007 - August 2007
Skills
Finance, Auditing, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, Budgets, Customer Service, Access, Outlook
Education
Marist College 2011 — 2012
MBA, 3.91
Marist College 2007 — 2011
B.S., Accounting
Daniel A. Hoffman IV Daniel A. Hoffman IV's Merrill Lynch Experience February 1996 - August 1999
Job Independent IT Contractor Software Engineer
Industry Computer Software
Experience
afinitech 1998 - Present
Gelber Group January 2007 - November 2008
Refco / MAC Futures August 2004 - October 2005
Merrill Lynch February 1996 - August 1999
Chicago Board of Trade May 1993 - January 1998
Prime International Trading 1992 - 1996
Skills
Trading, C#, SQL, Microsoft SQL Server, .NET, CSS, PHP, JavaScript, Software Development, JavaScriptMVC, Linux, Windows, ADO.NET, Trading Systems, Derivatives, Fixed Income, C++, Electronic Trading, Options, Commodities, Proprietary Trading, Financial Markets, System Center Suite, Visual Studio, Visual Studio Team..., Amazon Web Services..., Salesforce.com, SharePoint, AspDotNetStorefront, Postfix, Debian, Web Services, Java, ASP.NET, T-SQL, Python, Visual Basic, Integration
Education
The University of Chicago 1999 — 2001
MS, Master of Science, Computer Science
Marquette University 1990 — 1993
BS, Business Administration, Finance
Valley Forge Military Academy & College 1984 — 1989
AS, Business Administration
Lake Forest High School 1982 — 1986
afinitech 1998 - Present
Gelber Group January 2007 - November 2008
Refco / MAC Futures August 2004 - October 2005
Merrill Lynch February 1996 - August 1999
Chicago Board of Trade May 1993 - January 1998
Prime International Trading 1992 - 1996
Skills
Trading, C#, SQL, Microsoft SQL Server, .NET, CSS, PHP, JavaScript, Software Development, JavaScriptMVC, Linux, Windows, ADO.NET, Trading Systems, Derivatives, Fixed Income, C++, Electronic Trading, Options, Commodities, Proprietary Trading, Financial Markets, System Center Suite, Visual Studio, Visual Studio Team..., Amazon Web Services..., Salesforce.com, SharePoint, AspDotNetStorefront, Postfix, Debian, Web Services, Java, ASP.NET, T-SQL, Python, Visual Basic, Integration
Education
The University of Chicago 1999 — 2001
MS, Master of Science, Computer Science
Marquette University 1990 — 1993
BS, Business Administration, Finance
Valley Forge Military Academy & College 1984 — 1989
AS, Business Administration
Lake Forest High School 1982 — 1986
Kevin Reilly Kevin Reilly's Merrill Lynch Experience June 2007 - August 2007
Job Managing Director at Cedar Capital
Industry Financial Services
Experience
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
Matthew Hoban Matthew Hoban's Merrill Lynch Experience December 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
The Rindler Group February 2014 - December 2014
.SKI January 2013 - February 2014
Credit Suisse August 2011 - January 2013
J.P. Morgan March 2008 - April 2011
Bear Stearns June 2007 - March 2008
Chicago Investment Group June 2006 - August 2006
Skills
Equities, Series 7, Microsoft Excel, Financial Modeling, Fixed Income, Asset Management, Business Analysis, Capital Markets, Hedge Funds, Finance
Education
Marist College 2003 — 2007
Bachelor of Science (BS), Finance, General
University College Cork
Merrill Lynch December 2014 - Present
The Rindler Group February 2014 - December 2014
.SKI January 2013 - February 2014
Credit Suisse August 2011 - January 2013
J.P. Morgan March 2008 - April 2011
Bear Stearns June 2007 - March 2008
Chicago Investment Group June 2006 - August 2006
Skills
Equities, Series 7, Microsoft Excel, Financial Modeling, Fixed Income, Asset Management, Business Analysis, Capital Markets, Hedge Funds, Finance
Education
Marist College 2003 — 2007
Bachelor of Science (BS), Finance, General
University College Cork
James P McQuinn, CFP®, CRPC®, CDFA™ James P McQuinn, CFP®, CRPC®, CDFA™'s Merrill Lynch Experience September 1979 - July 1983
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Hallman & McQuinn Capital Managment September 2000 - October 2010
Prudential Securities, Inc January 1987 - June 1996
EF Hutton July 1983 - January 1987
Merrill Lynch September 1979 - July 1983
Education
Marquette University 1974 — 1978
B.S., Business
Ameriprise Financial Services, Inc. January 2013 - Present
Hallman & McQuinn Capital Managment September 2000 - October 2010
Prudential Securities, Inc January 1987 - June 1996
EF Hutton July 1983 - January 1987
Merrill Lynch September 1979 - July 1983
Education
Marquette University 1974 — 1978
B.S., Business
Patrick Gibbs's Merrill Lynch Experience September 2006 - November 2009
Job Vice President at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation January 2013 - Present
Mesirow Financial November 2009 - January 2013
Merrill Lynch September 2006 - November 2009
Marquette Bank November 2003 - September 2006
Skills
Portfolio Management, Investments, Business Development, Business Valuation, Fiduciary, Wealth Management, Financial Analysis, Series 7, Investment Management, Equities
Education
Marquette University 1997 — 2001
Bachelor of Arts, Political Science
Fenwick High School 1993 — 1997
Northern Trust Corporation January 2013 - Present
Mesirow Financial November 2009 - January 2013
Merrill Lynch September 2006 - November 2009
Marquette Bank November 2003 - September 2006
Skills
Portfolio Management, Investments, Business Development, Business Valuation, Fiduciary, Wealth Management, Financial Analysis, Series 7, Investment Management, Equities
Education
Marquette University 1997 — 2001
Bachelor of Arts, Political Science
Fenwick High School 1993 — 1997
Saulo Gimenez Saulo Gimenez's Merrill Lynch Experience May 2014 - June 2014
Job Student at Marquette University
Industry Financial Services
Experience
Housing Promoters Inc. July 2010 - August 2014
Merrill Lynch May 2014 - June 2014
GM Data Systems December 2010 - December 2013
UBS (United Banks of Switzerland) June 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Office, Social Media, Marketing, Microsoft Word, Public Speaking, Customer Service, Team Building, Leadership, Accounting, Research, Event Planning, Microsoft Excel, Data Analysis, Time Management, Budgets, Teamwork, Sales
Education
Marquette University 2014 — 2018
Bachelor of Science (BS) and Master of Science In Applied Economics (MSAE), Economics and Finance
Robinson School
High School Diploma, 3.25
Housing Promoters Inc. July 2010 - August 2014
Merrill Lynch May 2014 - June 2014
GM Data Systems December 2010 - December 2013
UBS (United Banks of Switzerland) June 2012 - December 2012
Skills
Financial Analysis, PowerPoint, Microsoft Office, Social Media, Marketing, Microsoft Word, Public Speaking, Customer Service, Team Building, Leadership, Accounting, Research, Event Planning, Microsoft Excel, Data Analysis, Time Management, Budgets, Teamwork, Sales
Education
Marquette University 2014 — 2018
Bachelor of Science (BS) and Master of Science In Applied Economics (MSAE), Economics and Finance
Robinson School
High School Diploma, 3.25
Lauren Tillotson Lauren Tillotson's Merrill Lynch Experience January 2010 - May 2010
Job Assistant General Manager at Equinox
Industry Health, Wellness and Fitness
Experience
Nerium International February 2015 - Present
TillotsonTwinsFitness October 2014 - Present
Equinox May 2014 - Present
Equinox December 2013 - Present
McLagan March 2014 - May 2014
McLagan March 2013 - February 2014
McLagan June 2011 - February 2013
Arthur J. Gallagher & Co. May 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Risk Management, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Valuation, Data Analysis, Marketing, Networking
Education
Marist College 2007 — 2011
Finance, Business Finance, Accounting
Nerium International February 2015 - Present
TillotsonTwinsFitness October 2014 - Present
Equinox May 2014 - Present
Equinox December 2013 - Present
McLagan March 2014 - May 2014
McLagan March 2013 - February 2014
McLagan June 2011 - February 2013
Arthur J. Gallagher & Co. May 2010 - August 2010
Merrill Lynch January 2010 - May 2010
Skills
Risk Management, Financial Modeling, Financial Analysis, Microsoft Excel, Investments, Valuation, Data Analysis, Marketing, Networking
Education
Marist College 2007 — 2011
Finance, Business Finance, Accounting
Jonathan Fischer Jonathan Fischer's Merrill Lynch Experience 1999 - 2001
Job Assistant Vice President at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
Maggie Spadora Maggie Spadora's Merrill Lynch Experience June 2014 - Present
Job Supervision Principal
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Northwestern Mutual November 2013 - June 2014
Northwestern Mutual November 2012 - November 2013
Northwestern Mutual November 2010 - November 2012
Gap Inc./Old Navy March 2010 - November 2010
Northwestern Mutual September 2009 - March 2010
Target August 2008 - June 2009
Target June 2006 - July 2008
Target September 2005 - May 2006
Target Stores June 2005 - August 2005
Skills
Employee Relations, Leadership, Outlook, Human Resources, Recruiting, Management, Training, Event Planning, Sales, Coaching, Talent Management, Employee Benefits, Customer Service, Insurance, Interviews
Education
Marist College 2002 — 2006
BS, Business Administration (Finance)
Merrill Lynch June 2014 - Present
Northwestern Mutual November 2013 - June 2014
Northwestern Mutual November 2012 - November 2013
Northwestern Mutual November 2010 - November 2012
Gap Inc./Old Navy March 2010 - November 2010
Northwestern Mutual September 2009 - March 2010
Target August 2008 - June 2009
Target June 2006 - July 2008
Target September 2005 - May 2006
Target Stores June 2005 - August 2005
Skills
Employee Relations, Leadership, Outlook, Human Resources, Recruiting, Management, Training, Event Planning, Sales, Coaching, Talent Management, Employee Benefits, Customer Service, Insurance, Interviews
Education
Marist College 2002 — 2006
BS, Business Administration (Finance)
Holly Tate Holly Tate's Merrill Lynch Experience 1983 - 1986
Job Senior Proposal Consultant at ADP
Industry Human Resources
Experience
ADP May 2009 - Present
Ceridian 2003 - May 2009
Marketing Consulting Practice 2001 - 2003
Sterling Equities 2000 - 2001
Marketing Communications Consultant 1986 - 2000
Merrill Lynch 1983 - 1986
Skills
B2B, Corporate Communications, Content Development, RFP, Proposal Writing, Marketing Communications, Proposal Management, Team Leadership, Benefits Administration, Sales Presentations, Health Insurance, Employee Benefits, Strategy, Leadership, Marketing, Professional..., Salesforce.com, Cross-functional Team...
Education
Manhattanville College
Certificate, NYU Management Program
Pace University
B.A., Developmental Psychology
ADP May 2009 - Present
Ceridian 2003 - May 2009
Marketing Consulting Practice 2001 - 2003
Sterling Equities 2000 - 2001
Marketing Communications Consultant 1986 - 2000
Merrill Lynch 1983 - 1986
Skills
B2B, Corporate Communications, Content Development, RFP, Proposal Writing, Marketing Communications, Proposal Management, Team Leadership, Benefits Administration, Sales Presentations, Health Insurance, Employee Benefits, Strategy, Leadership, Marketing, Professional..., Salesforce.com, Cross-functional Team...
Education
Manhattanville College
Certificate, NYU Management Program
Pace University
B.A., Developmental Psychology
Jessie Chen's Merrill Lynch Experience October 2010 - April 2011
Job Manager Discover Student Loan Collections at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services March 2015 - Present
Discover Financial Services August 2013 - Present
Discover Financial Services June 2012 - August 2013
Discover Financial Services February 2012 - June 2012
Discover Financial Services June 2011 - February 2012
Merrill Lynch October 2010 - April 2011
Diversey Inc May 2010 - September 2010
Marquette Universiey January 2009 - May 2010
2008 DalianXpat.LTD April 2008 - June 2008
MINSHENG BANKING CORP.LTD May 2007 - July 2007
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Eviews, Data Analysis, SAS, Bloomberg Terminal, Corporate Finance, Microsoft Excel, SPSS, Econometrics, Investment Banking, Statistics, Analytics, R, Investment Management, Financial Risk, Data Mining, Time Series Analysis, Credit Risk, Stata, Market Research, Competitive Analysis, Access, Management, Analysis, Economics, Statistical Modeling, Banking, SAS programming, Research, Strategy
Education
Marquette University 2008 — 2010
Master of Science, Applied Economics - Financial Economics
Dalian University of Technology (DUT) 2004 — 2008
Bachelor of Arts, Finance and Banking ·
Discover Financial Services March 2015 - Present
Discover Financial Services August 2013 - Present
Discover Financial Services June 2012 - August 2013
Discover Financial Services February 2012 - June 2012
Discover Financial Services June 2011 - February 2012
Merrill Lynch October 2010 - April 2011
Diversey Inc May 2010 - September 2010
Marquette Universiey January 2009 - May 2010
2008 DalianXpat.LTD April 2008 - June 2008
MINSHENG BANKING CORP.LTD May 2007 - July 2007
Skills
Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Eviews, Data Analysis, SAS, Bloomberg Terminal, Corporate Finance, Microsoft Excel, SPSS, Econometrics, Investment Banking, Statistics, Analytics, R, Investment Management, Financial Risk, Data Mining, Time Series Analysis, Credit Risk, Stata, Market Research, Competitive Analysis, Access, Management, Analysis, Economics, Statistical Modeling, Banking, SAS programming, Research, Strategy
Education
Marquette University 2008 — 2010
Master of Science, Applied Economics - Financial Economics
Dalian University of Technology (DUT) 2004 — 2008
Bachelor of Arts, Finance and Banking ·
Brian Hampel Brian Hampel's Merrill Lynch Experience December 1995 - June 2000
Job President & CEO at Ticket Utils, Inc.
Industry Computer Software
Experience
Ticket Utils, Inc. November 2009 - Present
TheMarkets.com February 2002 - February 2007
Stock Loan, Inc. June 2000 - January 2002
Merrill Lynch December 1995 - June 2000
Merrill Lynch June 1995 - December 1995
Skills
E-commerce, Software Development, Agile Methodologies, Product Management, Start-ups, Financial Services
Education
Marist College 1991 — 1995
Bachelor of Science, Computer Information Systems
Ticket Utils, Inc. November 2009 - Present
TheMarkets.com February 2002 - February 2007
Stock Loan, Inc. June 2000 - January 2002
Merrill Lynch December 1995 - June 2000
Merrill Lynch June 1995 - December 1995
Skills
E-commerce, Software Development, Agile Methodologies, Product Management, Start-ups, Financial Services
Education
Marist College 1991 — 1995
Bachelor of Science, Computer Information Systems
Kevin Porter, MBA Kevin Porter, MBA's Merrill Lynch Experience January 2004 - August 2005
Job Senior Manager, Omni Channel Strategy at TD
Industry Banking
Experience
TD September 2013 - Present
TD August 2012 - September 2013
TD August 2010 - August 2012
TD October 2007 - August 2010
TD October 2005 - September 2007
Merrill Lynch January 2004 - August 2005
M&T Bank May 2001 - December 2003
Skills
Risk Management, Retail Banking, Sales Management, Executive Management, Executive Reporting, Project Planning, Commercial Banking, Financial Planning, Financial Reporting, Financial Analysis, Public Speaking, Community Engagement, Banking, Business Development, Commercial Lending, Leadership, Management, Retail, Sales, Strategic Financial...
Education
Marist College
Masters of Business Administration, Advanced Certificate in Executive Leadership
TD September 2013 - Present
TD August 2012 - September 2013
TD August 2010 - August 2012
TD October 2007 - August 2010
TD October 2005 - September 2007
Merrill Lynch January 2004 - August 2005
M&T Bank May 2001 - December 2003
Skills
Risk Management, Retail Banking, Sales Management, Executive Management, Executive Reporting, Project Planning, Commercial Banking, Financial Planning, Financial Reporting, Financial Analysis, Public Speaking, Community Engagement, Banking, Business Development, Commercial Lending, Leadership, Management, Retail, Sales, Strategic Financial...
Education
Marist College
Masters of Business Administration, Advanced Certificate in Executive Leadership
Marc Staudt Marc Staudt's Merrill Lynch Experience October 2009 - Present
Job Global Wealth & Investment Management Operations
Industry Banking
Experience
Merrill Lynch October 2009 - Present
JPMorgan Chase November 2004 - June 2009
GoDaddy September 2003 - August 2004
Western Wireless August 1999 - September 2003
Skills
Banking, Communication, Cooking, Downhill Skiing, Employee Training, Financial Services, Human Relationship, Internet, Job Coaching, Mentoring, Personal Development, Problem Solving, Research, Shooting Sports, Solid computer skills, Call Centers, Coaching
Education
Maricopa Community Colleges 2010 — 2014
Associate of Arts, General Studies, & Business, Business/Commerce, General, 3.8+
Merrill Lynch October 2009 - Present
JPMorgan Chase November 2004 - June 2009
GoDaddy September 2003 - August 2004
Western Wireless August 1999 - September 2003
Skills
Banking, Communication, Cooking, Downhill Skiing, Employee Training, Financial Services, Human Relationship, Internet, Job Coaching, Mentoring, Personal Development, Problem Solving, Research, Shooting Sports, Solid computer skills, Call Centers, Coaching
Education
Maricopa Community Colleges 2010 — 2014
Associate of Arts, General Studies, & Business, Business/Commerce, General, 3.8+
Anthony Sarra Anthony Sarra's Merrill Lynch Experience May 2015 - Present
Job Global Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Marist College January 2015 - Present
Lucky Brand June 2013 - January 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
Marist College 2013 — 2017
Bachelor of Business Administration (B.B.A.), International Business, Sophomore
Merrill Lynch May 2015 - Present
Marist College January 2015 - Present
Lucky Brand June 2013 - January 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership
Education
Marist College 2013 — 2017
Bachelor of Business Administration (B.B.A.), International Business, Sophomore
Melanie Jones Melanie Jones's Merrill Lynch Experience January 2004 - February 2005
Job Controller at PeopleMetrics Inc
Industry Financial Services
Experience
PeopleMetrics April 2014 - Present
Knox Consulting Group March 2006 - October 2013
Executive Services Group March 2008 - February 2010
The Private Family Office February 2005 - March 2006
Merrill Lynch January 2004 - February 2005
Morgan Stanley 2000 - 2004
Skills
Customer Service, Account Management, Leadership, Accounts Payable &..., Public Speaking, Human Resources, Financial Reporting, Strategic Planning, Microsoft Excel, Analysis, Project Management, Budgets, QuickBooks, Client Relations, Payroll Processing, Campaign Finance
Education
Mansfield University of Pennsylvania
Bachelor's Degree, Mass Communication/Media Studies Minor Business Administration
PeopleMetrics April 2014 - Present
Knox Consulting Group March 2006 - October 2013
Executive Services Group March 2008 - February 2010
The Private Family Office February 2005 - March 2006
Merrill Lynch January 2004 - February 2005
Morgan Stanley 2000 - 2004
Skills
Customer Service, Account Management, Leadership, Accounts Payable &..., Public Speaking, Human Resources, Financial Reporting, Strategic Planning, Microsoft Excel, Analysis, Project Management, Budgets, QuickBooks, Client Relations, Payroll Processing, Campaign Finance
Education
Mansfield University of Pennsylvania
Bachelor's Degree, Mass Communication/Media Studies Minor Business Administration
April Bearden April Bearden's Merrill Lynch Experience May 2014 - Present
Job Relationship Banker
Industry Banking
Experience
Bank of America August 2015 - Present
Merrill Lynch May 2014 - Present
Bank of America September 2012 - Present
Bank of America September 2009 - Present
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Customer Service, Credit Cards, Commercial Banking, Cross Selling, Financial Services, Call Centers, Sales, Leadership, Training, Selling, Management
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Mansfield University of Pennsylvania 2005 — 2008
Bachelor's degree, History
Pine Bluff High School
High school
Bank of America August 2015 - Present
Merrill Lynch May 2014 - Present
Bank of America September 2012 - Present
Bank of America September 2009 - Present
Skills
Banking, Credit, Retail Banking, Loans, Consumer Lending, Customer Service, Credit Cards, Commercial Banking, Cross Selling, Financial Services, Call Centers, Sales, Leadership, Training, Selling, Management
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Mansfield University of Pennsylvania 2005 — 2008
Bachelor's degree, History
Pine Bluff High School
High school
David B. Roney David B. Roney's Merrill Lynch Experience 1997 - 2001
Job Designated Broker at Fathom Realty
Industry Real Estate
Experience
Fathom Realty March 2015 - Present
Fathom Realty February 2014 - Present
Coldwell Banker October 2011 - February 2014
Respect Life Cancer Foundation May 2011 - December 2013
Roney & Associates Realty October 2007 - October 2011
Zacher Homes & Zacher Realty February 2007 - October 2007
David B. Roney, PLC July 2006 - October 2007
Burch & Roney, PLC May 2002 - July 2006
Merrill Lynch 1997 - 2001
Skills
Real Estate, ABR, Negotiation, Residential Homes, Property Management, Real Property, Social Media, Luxury, Strategic Planning, Property, Foreclosures, Marketing, Sellers, Management, Single Family Homes, Leadership, Entrepreneurship, Short Sales, SFR, Investments, Investment Properties, First Time Home Buyers, Investors, FHA
Education
Regis University 1989 — 1991
BS, Political Science, Business
Marquette University 1986 — 1989
Fathom Realty March 2015 - Present
Fathom Realty February 2014 - Present
Coldwell Banker October 2011 - February 2014
Respect Life Cancer Foundation May 2011 - December 2013
Roney & Associates Realty October 2007 - October 2011
Zacher Homes & Zacher Realty February 2007 - October 2007
David B. Roney, PLC July 2006 - October 2007
Burch & Roney, PLC May 2002 - July 2006
Merrill Lynch 1997 - 2001
Skills
Real Estate, ABR, Negotiation, Residential Homes, Property Management, Real Property, Social Media, Luxury, Strategic Planning, Property, Foreclosures, Marketing, Sellers, Management, Single Family Homes, Leadership, Entrepreneurship, Short Sales, SFR, Investments, Investment Properties, First Time Home Buyers, Investors, FHA
Education
Regis University 1989 — 1991
BS, Political Science, Business
Marquette University 1986 — 1989
Megan E. Wittner Megan E. Wittner's Merrill Lynch Experience May 2012 - August 2012
Job The Ayco Company Investment Operations
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company May 2015 - Present
Michaels Arts and Crafts November 2014 - April 2015
Manhattanville College August 2010 - May 2014
Traa Global January 2014 - January 2014
Christmas Tree Shops July 2011 - August 2013
Merrill Lynch May 2012 - August 2012
The Brennan Family May 2008 - August 2010
Skills
Sales, Microsoft Office, Time Management, Facebook, PowerPoint, Customer Service, Team Building, Leadership, Retail, Merchandising, Creative Writing, Social Media, Microsoft Word, Social Networking, Mac, Public Speaking, Microsoft Excel, Event Planning
Education
Manhattanville College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General; Minors: Creative Wirting & Studio Art, 3.504 GPA
St. Clare's in Oxford 2013 — 2013
Study Abroad, Economics & Creative Writing, 3.46 GPA
Niskayuna High School 2006 — 2010
Advanced Regents Diploma, A- Average
Ayco, a Goldman Sachs Company May 2015 - Present
Michaels Arts and Crafts November 2014 - April 2015
Manhattanville College August 2010 - May 2014
Traa Global January 2014 - January 2014
Christmas Tree Shops July 2011 - August 2013
Merrill Lynch May 2012 - August 2012
The Brennan Family May 2008 - August 2010
Skills
Sales, Microsoft Office, Time Management, Facebook, PowerPoint, Customer Service, Team Building, Leadership, Retail, Merchandising, Creative Writing, Social Media, Microsoft Word, Social Networking, Mac, Public Speaking, Microsoft Excel, Event Planning
Education
Manhattanville College 2010 — 2014
Bachelor's Degree, Business Administration and Management, General; Minors: Creative Wirting & Studio Art, 3.504 GPA
St. Clare's in Oxford 2013 — 2013
Study Abroad, Economics & Creative Writing, 3.46 GPA
Niskayuna High School 2006 — 2010
Advanced Regents Diploma, A- Average
Jenny Serino's Merrill Lynch Experience August 2015 - Present
Job Account Representative at Total Communications
Industry Telecommunications
Experience
Merrill Lynch August 2015 - Present
Total Communications April 2014 - July 2015
Fairfield Theatre Company September 2013 - April 2014
Barnum Financial Group, An Office of MetLife March 2012 - June 2013
Our Sunday Visitor January 2011 - March 2012
Skills
Marketing, Facebook, Social Media Marketing, Sales, Social Media, Advertising, Microsoft Office, Marketing Communications, Online Advertising, PowerPoint, Microsoft Word, TigerPaw, Cisco Technologies, Mitel, Cloud Computing, Private Cloud, Cloud Security, Wireless Networking, Cisco Wireless, Wireless Security, Wireless Routers, VMware, Windows Server, Server Architecture, Disaster Recovery, Disaster Risk Reduction, Business Continuity, Business Continuity..., Cisco Routers, Cisco Call Manager, Cisco Certified, Cisco VoIP, Cisco Access Points, Cisco Network Devices, Cisco Networking Devices, Cisco Networking, Cisco Meeting Place, Cisco Firewall Security, Cisco Telepresence, WebEx, Mitel 3300, Disaster Response, Remote Monitoring, Structured Cabling, Carrier Services, Event Planning, Tessitura, Data Center, Salesforce.com
Education
Sacred Heart University 2009 — 2010
Bachelor of Science, Marketing
Marist College 2006 — 2008
Bachelor of Science, Marketing
Merrill Lynch August 2015 - Present
Total Communications April 2014 - July 2015
Fairfield Theatre Company September 2013 - April 2014
Barnum Financial Group, An Office of MetLife March 2012 - June 2013
Our Sunday Visitor January 2011 - March 2012
Skills
Marketing, Facebook, Social Media Marketing, Sales, Social Media, Advertising, Microsoft Office, Marketing Communications, Online Advertising, PowerPoint, Microsoft Word, TigerPaw, Cisco Technologies, Mitel, Cloud Computing, Private Cloud, Cloud Security, Wireless Networking, Cisco Wireless, Wireless Security, Wireless Routers, VMware, Windows Server, Server Architecture, Disaster Recovery, Disaster Risk Reduction, Business Continuity, Business Continuity..., Cisco Routers, Cisco Call Manager, Cisco Certified, Cisco VoIP, Cisco Access Points, Cisco Network Devices, Cisco Networking Devices, Cisco Networking, Cisco Meeting Place, Cisco Firewall Security, Cisco Telepresence, WebEx, Mitel 3300, Disaster Response, Remote Monitoring, Structured Cabling, Carrier Services, Event Planning, Tessitura, Data Center, Salesforce.com
Education
Sacred Heart University 2009 — 2010
Bachelor of Science, Marketing
Marist College 2006 — 2008
Bachelor of Science, Marketing
Megan Flanagan Miller Megan Flanagan Miller's Merrill Lynch Experience May 1994 - July 2004
Job Director of Accounting PolicyBlackRock
Industry Accounting
Experience
BlackRock November 2014 - Present
BlackRock July 2004 - Present
MERRILL LYNCH May 1994 - July 2004
ERNST&YOUNG May 1992 - May 1994
Skills
Investment Companies, Technical Accounting..., Mutual Funds, Sarbanes-Oxley Act, US GAAP, SEC Financial Reporting, Fund Administration
Education
Marist College 1988 — 1992
Bachelor's Degree, Accounting
The Mary Louis Academy 1988 — 1992
BlackRock November 2014 - Present
BlackRock July 2004 - Present
MERRILL LYNCH May 1994 - July 2004
ERNST&YOUNG May 1992 - May 1994
Skills
Investment Companies, Technical Accounting..., Mutual Funds, Sarbanes-Oxley Act, US GAAP, SEC Financial Reporting, Fund Administration
Education
Marist College 1988 — 1992
Bachelor's Degree, Accounting
The Mary Louis Academy 1988 — 1992
Tammy Lam Tammy Lam's Merrill Lynch Experience January 2012 - May 2012
Job Analyst at BlackRock
Industry Banking
Experience
BlackRock September 2013 - Present
Barclays Investment Bank May 2013 - September 2013
Gresytone Fund- Marist College January 2013 - May 2013
Greystone Fund- Marist College August 2012 - December 2012
Citi June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Marist College January 2012 - May 2012
Skills
Microsoft Excel, Bloomberg Terminal, Fixed Income, Bloomberg, Equity Research, PowerPoint, Capital Markets, Wealth Management, SQL, Total Return Swaps
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
Poly Prep
BlackRock September 2013 - Present
Barclays Investment Bank May 2013 - September 2013
Gresytone Fund- Marist College January 2013 - May 2013
Greystone Fund- Marist College August 2012 - December 2012
Citi June 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Marist College January 2012 - May 2012
Skills
Microsoft Excel, Bloomberg Terminal, Fixed Income, Bloomberg, Equity Research, PowerPoint, Capital Markets, Wealth Management, SQL, Total Return Swaps
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Finance
Poly Prep
Michael Zareno Michael Zareno's Merrill Lynch Experience August 2006 - August 2007
Job VP Debt Capital Markets Product Control at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald October 2013 - Present
Cantor Fitzgerald October 2012 - October 2013
Cantor Fitzgerald March 2012 - October 2012
Cantor Fitzgerald January 2011 - March 2012
Cantor Fitzgerald August 2009 - January 2011
Cantor Fitzgerald August 2007 - August 2009
Merrill Lynch August 2006 - August 2007
Janovic Paints August 2005 - August 2006
Skills
Product Control, Financial Analysis, Equities, Forecasting, SQL, Fidessa, Microsoft Excel, Essbase, Oracle Applications, Bloomberg Terminal, Forensic Accounting, FX Derivatives, CFDs, FSB, ADRs, Finance, Account Reconciliation, Trading, Internal Controls, Equity Derivatives, Corporate Finance, Budgets, Fixed Income, Bloomberg, Accounting, Back Office, Foreign Exchange, Operational Risk
Education
Marist College 2001 — 2005
BS, Business Administration
Cantor Fitzgerald October 2013 - Present
Cantor Fitzgerald October 2012 - October 2013
Cantor Fitzgerald March 2012 - October 2012
Cantor Fitzgerald January 2011 - March 2012
Cantor Fitzgerald August 2009 - January 2011
Cantor Fitzgerald August 2007 - August 2009
Merrill Lynch August 2006 - August 2007
Janovic Paints August 2005 - August 2006
Skills
Product Control, Financial Analysis, Equities, Forecasting, SQL, Fidessa, Microsoft Excel, Essbase, Oracle Applications, Bloomberg Terminal, Forensic Accounting, FX Derivatives, CFDs, FSB, ADRs, Finance, Account Reconciliation, Trading, Internal Controls, Equity Derivatives, Corporate Finance, Budgets, Fixed Income, Bloomberg, Accounting, Back Office, Foreign Exchange, Operational Risk
Education
Marist College 2001 — 2005
BS, Business Administration
Charles Carver Charles Carver's Merrill Lynch Experience February 2011 - June 2011
Job General Manager / Owner at ReTrans, Montgomery
Industry Logistics and Supply Chain
Experience
ReTrans, Inc. September 2014 - Present
Audax Partners, LLC 2008 - Present
ReTrans, Inc. May 2014 - September 2014
US Air Force Reserve March 2008 - July 2014
First Command Financial Planning November 2011 - August 2012
Merrill Lynch February 2011 - June 2011
SABIC Innovative Plastics August 2008 - April 2009
Gexpro February 2008 - July 2008
United States Air Force June 1994 - February 2008
Skills
Analytical Problem..., Strong Interpersonal..., Experienced & Detailed..., Empathic Instructor, Skilled Communicator, Organized and Adaptable, International Expertise, German Language, Alabama Health & Life..., FINRA Series 7 License, FINRA Series 66 License, Top Secret Security..., Problem Solving, Life Insurance, Security Clearance, Adaptability, DoD, Social Skills, Air Force, Military, FINRA, Command, Military Experience, Operations Management, Team Building, German, Emergency Management, Training, Defense, Logistics, Special Operations, Military Logistics, Organizational..., Process Improvement, Project Planning, Security, Government, Risk Management
Education
United States Air Force Academy 1990 — 1994
BS, Engineering Core / German
Marion Military Institute 1989 — 1990
ReTrans, Inc. September 2014 - Present
Audax Partners, LLC 2008 - Present
ReTrans, Inc. May 2014 - September 2014
US Air Force Reserve March 2008 - July 2014
First Command Financial Planning November 2011 - August 2012
Merrill Lynch February 2011 - June 2011
SABIC Innovative Plastics August 2008 - April 2009
Gexpro February 2008 - July 2008
United States Air Force June 1994 - February 2008
Skills
Analytical Problem..., Strong Interpersonal..., Experienced & Detailed..., Empathic Instructor, Skilled Communicator, Organized and Adaptable, International Expertise, German Language, Alabama Health & Life..., FINRA Series 7 License, FINRA Series 66 License, Top Secret Security..., Problem Solving, Life Insurance, Security Clearance, Adaptability, DoD, Social Skills, Air Force, Military, FINRA, Command, Military Experience, Operations Management, Team Building, German, Emergency Management, Training, Defense, Logistics, Special Operations, Military Logistics, Organizational..., Process Improvement, Project Planning, Security, Government, Risk Management
Education
United States Air Force Academy 1990 — 1994
BS, Engineering Core / German
Marion Military Institute 1989 — 1990
Bobby Richardson Bobby Richardson's Merrill Lynch Experience June 2008 - August 2008
Job Financial Investigation Unit at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation June 2015 - Present
JPMorgan Chase October 2013 - June 2015
TransPerfect April 2012 - September 2013
SESAC June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Publicity, Social Media, Digital Media, Market Research, Brand Development, Digital Marketing, Creative Direction, Public Speaking, Social Networking, Social Media Marketing, Advertising, Brand Awareness, Team Management, Self Management, Project Coordination, Project Management, Project Planning, MS Project, Project Plans, SharePoint, Microsoft Office..., Internal Controls
Education
The John Marshall Law School 2011 — 2012
Marist College 2007 — 2011
Bachelor of Science (BS), Marketing
The Depository Trust & Clearing Corporation June 2015 - Present
JPMorgan Chase October 2013 - June 2015
TransPerfect April 2012 - September 2013
SESAC June 2010 - August 2010
Merrill Lynch June 2008 - August 2008
Skills
Publicity, Social Media, Digital Media, Market Research, Brand Development, Digital Marketing, Creative Direction, Public Speaking, Social Networking, Social Media Marketing, Advertising, Brand Awareness, Team Management, Self Management, Project Coordination, Project Management, Project Planning, MS Project, Project Plans, SharePoint, Microsoft Office..., Internal Controls
Education
The John Marshall Law School 2011 — 2012
Marist College 2007 — 2011
Bachelor of Science (BS), Marketing
Michael J. Skinner's Merrill Lynch Experience April 2006 - October 2008
Job Vice President, T. Rowe Price Group
Industry Investment Management
Experience
T Rowe Price Group October 2008 - Present
Merrill Lynch April 2006 - October 2008
Hewitt Associates May 2003 - December 2005
Morningstar May 1997 - May 2003
Skills
Analytics, Segmentation, Customer Insight, Business Development, Financial Services, Thought Leadership, Asset Management, Retirement, Mutual Funds, Asset Allocation, Product Management, Business Intelligence, Leadership, Strategic Planning
Education
Marquette University
Master of Business Administration (MBA), Finance
T Rowe Price Group October 2008 - Present
Merrill Lynch April 2006 - October 2008
Hewitt Associates May 2003 - December 2005
Morningstar May 1997 - May 2003
Skills
Analytics, Segmentation, Customer Insight, Business Development, Financial Services, Thought Leadership, Asset Management, Retirement, Mutual Funds, Asset Allocation, Product Management, Business Intelligence, Leadership, Strategic Planning
Education
Marquette University
Master of Business Administration (MBA), Finance
Patrick Hasselmann Patrick Hasselmann's Merrill Lynch Experience August 2015 - Present
Job VP CRMClient Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Apex Clearing August 2009 - July 2015
JPMorgan Chase/Bear Stearns April 2005 - July 2009
Quick & Reilly September 1998 - April 2005
Skills
Securities, Equities, Series 7, Risk Management, Fixed Income, Financial Services, Mutual Funds, Options, Investments
Education
Marist College 1994 — 1998
Bachelor of Business Administration (BBA)
Merrill Lynch August 2015 - Present
Apex Clearing August 2009 - July 2015
JPMorgan Chase/Bear Stearns April 2005 - July 2009
Quick & Reilly September 1998 - April 2005
Skills
Securities, Equities, Series 7, Risk Management, Fixed Income, Financial Services, Mutual Funds, Options, Investments
Education
Marist College 1994 — 1998
Bachelor of Business Administration (BBA)
Til Klem Til Klem's Merrill Lynch Experience September 2000 - March 2003
Job Vice President, Commercial and Private Banking, The Northern Trust Company
Industry Financial Services
Experience
First Place Bank November 2008 - January 2010
Bank of America March 2003 - March 2008
Merrill Lynch September 2000 - March 2003
Bank of America December 1977 - May 1999
Skills
Wealth Management, Commercial Banking, Loans, Banking, Credit, Financial Analysis, Wealth Management..., Treasury Management, Financial Services, Finance, Commercial Lending, Private Banking, High Net Worth..., Small Business Lending, Credit Analysis
Education
Marquette University 1969 — 1971
BA, Secondary Education
University of Detroit Mercy 1966 — 1968
BA, Education
First Place Bank November 2008 - January 2010
Bank of America March 2003 - March 2008
Merrill Lynch September 2000 - March 2003
Bank of America December 1977 - May 1999
Skills
Wealth Management, Commercial Banking, Loans, Banking, Credit, Financial Analysis, Wealth Management..., Treasury Management, Financial Services, Finance, Commercial Lending, Private Banking, High Net Worth..., Small Business Lending, Credit Analysis
Education
Marquette University 1969 — 1971
BA, Secondary Education
University of Detroit Mercy 1966 — 1968
BA, Education
Susan (Ferinde) McWhirter's Merrill Lynch Experience April 2002 - March 2004
Job
Industry Higher Education
Experience
Household June 2014 - Present
Penn State University November 2007 - June 2014
InBev USA March 2004 - June 2007
Merrill Lynch April 2002 - March 2004
Pepsi Bottling Group May 1999 - April 2002
Skills
Talent Management, Succession Planning, Organizational..., Performance Management, Leadership Development, Employee Relations, Deferred Compensation, Onboarding, Recruiting, College Recruiting, Employee Engagement, Human Resources, HRIS, Talent Acquisition, Applicant Tracking..., SAP
Education
Marist College 1992 — 1996
BA
Villa Walsh Academy 1988 — 1992
Household June 2014 - Present
Penn State University November 2007 - June 2014
InBev USA March 2004 - June 2007
Merrill Lynch April 2002 - March 2004
Pepsi Bottling Group May 1999 - April 2002
Skills
Talent Management, Succession Planning, Organizational..., Performance Management, Leadership Development, Employee Relations, Deferred Compensation, Onboarding, Recruiting, College Recruiting, Employee Engagement, Human Resources, HRIS, Talent Acquisition, Applicant Tracking..., SAP
Education
Marist College 1992 — 1996
BA
Villa Walsh Academy 1988 — 1992
Joseph Naber Joseph Naber's Merrill Lynch Experience August 2012 - December 2012
Job Equity DMO Analyst: Equity Structured Derivatives Group at UBS
Industry Investment Banking
Experience
UBS September 2014 - Present
Università Cattolica Del Sacro Cuore March 2013 - June 2013
Merrill Lynch August 2012 - December 2012
City of Yonkers - Department of Finance May 2012 - June 2012
Brown Harris Stevens June 2011 - August 2011
The New York Botanical Garden August 2009 - August 2010
Skills
Microsoft Office, Mac OS, Leadership, SPSS, Social Media, Teamwork, Public Finance, Economics, PowerPoint, Investments
Education
Marquette University 2010 — 2014
Bachelor of Arts (BA), Economics, Criminology & Law Studies
Università Cattolica del Sacro Cuore 2013 — 2013
International Finance
Fordham Preparatory School 2006 — 2010
UBS September 2014 - Present
Università Cattolica Del Sacro Cuore March 2013 - June 2013
Merrill Lynch August 2012 - December 2012
City of Yonkers - Department of Finance May 2012 - June 2012
Brown Harris Stevens June 2011 - August 2011
The New York Botanical Garden August 2009 - August 2010
Skills
Microsoft Office, Mac OS, Leadership, SPSS, Social Media, Teamwork, Public Finance, Economics, PowerPoint, Investments
Education
Marquette University 2010 — 2014
Bachelor of Arts (BA), Economics, Criminology & Law Studies
Università Cattolica del Sacro Cuore 2013 — 2013
International Finance
Fordham Preparatory School 2006 — 2010
Jennifer Howard's Merrill Lynch Experience 1994 - 2004
Job HR Manager, Northeast at Markel Corporation
Industry Insurance
Experience
Markel Corporation January 2014 - Present
UBS Wealth Management 2004 - December 2013
Merrill Lynch 1994 - 2004
Education
Pace University - Lubin School of Business
MBA
Marist College 1990 — 1994
BS, Accounting
Markel Corporation January 2014 - Present
UBS Wealth Management 2004 - December 2013
Merrill Lynch 1994 - 2004
Education
Pace University - Lubin School of Business
MBA
Marist College 1990 — 1994
BS, Accounting
Daniel G. Jacques, MBA Daniel G. Jacques, MBA's Merrill Lynch Experience 1997 - 2000
Job Financial Advisor at MassMutual Northern California
Industry Investment Management
Experience
MassMutual Financial Group January 2015 - Present
Aflac June 2014 - Present
Dana R. Jacques, M.D., Inc. 2010 - May 2014
ThoughtTwist, LLC January 2011 - April 2014
Jacques Consulting 2001 - 2009
Merrill Lynch 1997 - 2000
Abbott Laboratories 1992 - 1996
Bayer HealthCare 1989 - 1993
Johnson & Johnson 1986 - 1989
Mondelēz International 1984 - 1986
Skills
Marketing, Marketing Strategy, Sales, Strategy, Start-ups, New Business Development, Social Media Marketing, Business Development, Strategic Planning, Advertising, Project Management, Marketing Management, Brand Development, Marketing Communications, Strategic Partnerships, Finance, Employee Benefits, Health Insurance, Healthcare Management, Voluntary Employee..., Employee Benefits Design, Small Business, Team Building, Leadership, Social Media
Education
Marquette University 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Northern Michigan University 1979 — 1983
Bachelor of Science (BS), Marketing
MassMutual Financial Group January 2015 - Present
Aflac June 2014 - Present
Dana R. Jacques, M.D., Inc. 2010 - May 2014
ThoughtTwist, LLC January 2011 - April 2014
Jacques Consulting 2001 - 2009
Merrill Lynch 1997 - 2000
Abbott Laboratories 1992 - 1996
Bayer HealthCare 1989 - 1993
Johnson & Johnson 1986 - 1989
Mondelēz International 1984 - 1986
Skills
Marketing, Marketing Strategy, Sales, Strategy, Start-ups, New Business Development, Social Media Marketing, Business Development, Strategic Planning, Advertising, Project Management, Marketing Management, Brand Development, Marketing Communications, Strategic Partnerships, Finance, Employee Benefits, Health Insurance, Healthcare Management, Voluntary Employee..., Employee Benefits Design, Small Business, Team Building, Leadership, Social Media
Education
Marquette University 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Northern Michigan University 1979 — 1983
Bachelor of Science (BS), Marketing
Justin Callender Justin Callender's Merrill Lynch Experience September 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Education
Marietta College 1992 — 1997
History
Dublin School 1989 — 1992
High School
Merrill Lynch September 2009 - Present
Education
Marietta College 1992 — 1997
History
Dublin School 1989 — 1992
High School
Sea Na's Merrill Lynch Experience May 2014 - August 2014
Job Intern at Merrill Lynch
Industry Financial Services
Experience
SEINS Insurance Agency May 2013 - Present
Portfolio Management August 2012 - Present
Merrill Lynch May 2014 - August 2014
Skills
Leadership, Analysis, Portfolio Management, Public Speaking, Customer Service, Teamwork, Life Insurance, Fundraising, Research, Financial Analysis, Bloomberg Terminal, Fixed Income, Microsoft Word
Education
Marist College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wayne Valley High School 2008 — 2012
SEINS Insurance Agency May 2013 - Present
Portfolio Management August 2012 - Present
Merrill Lynch May 2014 - August 2014
Skills
Leadership, Analysis, Portfolio Management, Public Speaking, Customer Service, Teamwork, Life Insurance, Fundraising, Research, Financial Analysis, Bloomberg Terminal, Fixed Income, Microsoft Word
Education
Marist College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wayne Valley High School 2008 — 2012
Michaela Barnum's Merrill Lynch Experience 1986 - 1990
Job VP at Algonquin Advisors
Industry Investment Management
Experience
Algonquin Advisors May 2007 - Present
ING Clarion Realty Services March 2001 - May 2007
Fawn Associates 1994 - 1998
Alex Brown & Sons 1992 - 1994
Shearson Lehman American Express 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Asset Managment, Portfolio Management, Equities, Real Estate, Investments, Private Equity, Investment Management, Valuation, Due Diligence, Commercial Real Estate...
Education
Manhattanville College
Bachelor of Applied Science (B.A.Sc.)
Sacred Hear Academy
Algonquin Advisors May 2007 - Present
ING Clarion Realty Services March 2001 - May 2007
Fawn Associates 1994 - 1998
Alex Brown & Sons 1992 - 1994
Shearson Lehman American Express 1990 - 1992
Merrill Lynch 1986 - 1990
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Investment Strategies, Asset Managment, Portfolio Management, Equities, Real Estate, Investments, Private Equity, Investment Management, Valuation, Due Diligence, Commercial Real Estate...
Education
Manhattanville College
Bachelor of Applied Science (B.A.Sc.)
Sacred Hear Academy
Thomas Lehrkinder Thomas Lehrkinder's Merrill Lynch Experience 1993 - 1997
Job Financial Services professional exploring new opportunities
Industry Financial Services
Experience
Exploring New Opportunities July 2015 - Present
TradingScreen July 2014 - July 2015
Jefferies & Company July 2011 - June 2014
HSBC Securities May 2010 - April 2011
Credit Suisse Securiries (USA) LLC March 1997 - January 2010
Merrill Lynch 1993 - 1997
Skills
Derivatives, Commodity, Fixed Income, Trading Systems, Electronic Trading, Equities, Trading, Options, Middle Office, Securities, Prime Brokerage, Swaps, Management, Asset Management, Business Analysis, Analysis, Project Management, Back Office, Interest Rate..., Series 7, Bonds, Financial Analysis, Series 63, Integration, PMO, JIRA, Series 3
Education
Monmouth University 1994 — 1996
Master of Business Administration (M.B.A.), Finance -Leon Hess School of Business, 3.8
Marist College 1981 — 1985
Bachelor’s Degree, Computer Science
Exploring New Opportunities July 2015 - Present
TradingScreen July 2014 - July 2015
Jefferies & Company July 2011 - June 2014
HSBC Securities May 2010 - April 2011
Credit Suisse Securiries (USA) LLC March 1997 - January 2010
Merrill Lynch 1993 - 1997
Skills
Derivatives, Commodity, Fixed Income, Trading Systems, Electronic Trading, Equities, Trading, Options, Middle Office, Securities, Prime Brokerage, Swaps, Management, Asset Management, Business Analysis, Analysis, Project Management, Back Office, Interest Rate..., Series 7, Bonds, Financial Analysis, Series 63, Integration, PMO, JIRA, Series 3
Education
Monmouth University 1994 — 1996
Master of Business Administration (M.B.A.), Finance -Leon Hess School of Business, 3.8
Marist College 1981 — 1985
Bachelor’s Degree, Computer Science
Brian Swords's Merrill Lynch Experience October 2005 - September 2008
Job Corporate Vice President, Head of Enterprise Technology PMO at New York Life Insurance Company
Industry Financial Services
Experience
BNY Mellon March 2012 - March 2013
MF Global September 2008 - November 2011
Merrill Lynch October 2005 - September 2008
BNP Paribas June 2005 - October 2005
BNY Mellon February 1998 - June 2005
DPF Data Services August 1988 - January 1998
Skills
Program Management, Business Analysis, Strategic Planning, Operations, Fixed Income, Equities, Derivatives, PMO, Project Portfolio...
Education
Marist College 1984 — 1988
BS, Finance, Computer Science
BNY Mellon March 2012 - March 2013
MF Global September 2008 - November 2011
Merrill Lynch October 2005 - September 2008
BNP Paribas June 2005 - October 2005
BNY Mellon February 1998 - June 2005
DPF Data Services August 1988 - January 1998
Skills
Program Management, Business Analysis, Strategic Planning, Operations, Fixed Income, Equities, Derivatives, PMO, Project Portfolio...
Education
Marist College 1984 — 1988
BS, Finance, Computer Science
Serhat Ozcanli's Merrill Lynch Experience February 2005 - March 2010
Job Senior Engineering Director at Clinicient
Industry Hospital & Health Care
Experience
Clinicient July 2015 - Present
IBM Seterus Inc. May 2011 - July 2015
IBM Lender Business Process Services March 2010 - May 2011
Merrill Lynch February 2005 - March 2010
Trillium Software Inc. April 2000 - February 2005
Coretech A.S. June 1998 - March 2000
Skills
Program Management, Technical Project..., Project Management, Vendor Management, Scrum, Agile Methodologies, Software Project..., Databases, Solution Architecture, Strategic Planning, Technology Development, Management, Coaching, People Management, SOA, Business Analytics, Data Warehousing, Data Modeling, Business Process..., SDLC, .NET, ASP.NET, Systems Analysis, Business Analysis, Software Development, Mortgage Servicing, Team Leadership, Web Services, Microsoft SQL Server, T-SQL, Mentoring, Programming, Requirements Analysis, Business Process Design, IT Strategy, Hiring Practices, Requirements Gathering, IBM BPM, Agile Project Management, Data Migration, Data Integration, Integration, Critical Thinking, Loss Mitigation, IIS, C#, Hybrid Cloud
Education
Portland State University 2002 — 2004
M.S., Engineering and Technology Management
Marmara Üniversitesi 1993 — 1999
B.S, Computer Engineering
Clinicient July 2015 - Present
IBM Seterus Inc. May 2011 - July 2015
IBM Lender Business Process Services March 2010 - May 2011
Merrill Lynch February 2005 - March 2010
Trillium Software Inc. April 2000 - February 2005
Coretech A.S. June 1998 - March 2000
Skills
Program Management, Technical Project..., Project Management, Vendor Management, Scrum, Agile Methodologies, Software Project..., Databases, Solution Architecture, Strategic Planning, Technology Development, Management, Coaching, People Management, SOA, Business Analytics, Data Warehousing, Data Modeling, Business Process..., SDLC, .NET, ASP.NET, Systems Analysis, Business Analysis, Software Development, Mortgage Servicing, Team Leadership, Web Services, Microsoft SQL Server, T-SQL, Mentoring, Programming, Requirements Analysis, Business Process Design, IT Strategy, Hiring Practices, Requirements Gathering, IBM BPM, Agile Project Management, Data Migration, Data Integration, Integration, Critical Thinking, Loss Mitigation, IIS, C#, Hybrid Cloud
Education
Portland State University 2002 — 2004
M.S., Engineering and Technology Management
Marmara Üniversitesi 1993 — 1999
B.S, Computer Engineering
Christopher McGuire Christopher McGuire's Merrill Lynch Experience 1998 - 2000
Job CEO & CIO for Phalanx Capital Management, LLC
Industry Investment Management
Experience
Old Town School of Folk Music September 2011 - Present
Christ the King Jesuit College Preparatory School October 2010 - Present
Phalanx Capital Management, LLC October 2004 - Present
Phalanx Capital Management, LLC 2004 - Present
Daiwa Securities September 2002 - September 2004
Goldman Sachs March 2001 - August 2002
Marin Capital Partners March 2000 - February 2001
Merrill Lynch 1998 - 2000
Education
Marquette University 1988 — 1991
B.A., Broadcast and Electronic Communications
St. Ignatius College Prep 1983 — 1987
Old Town School of Folk Music September 2011 - Present
Christ the King Jesuit College Preparatory School October 2010 - Present
Phalanx Capital Management, LLC October 2004 - Present
Phalanx Capital Management, LLC 2004 - Present
Daiwa Securities September 2002 - September 2004
Goldman Sachs March 2001 - August 2002
Marin Capital Partners March 2000 - February 2001
Merrill Lynch 1998 - 2000
Education
Marquette University 1988 — 1991
B.A., Broadcast and Electronic Communications
St. Ignatius College Prep 1983 — 1987
Ezra Whipple Ezra Whipple's Merrill Lynch Experience August 2011 - October 2012
Job Regional Marketing Associate at Dunham & Associates
Industry Leisure, Travel & Tourism
Experience
Dunham & Associates December 2014 - Present
Active Downunder February 2013 - December 2014
Merrill Lynch August 2011 - October 2012
Rady School of Management March 2011 - June 2011
Elisabeth Hazard Consulting 2010 - 2010
The Corporate Library 2009 - 2009
Northland Enterprises, LLC 2005 - 2008
American Income Life 2004 - 2005
Unum 2003 - 2004
Willing Workers on Organic Farms 2002 - 2003
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Investment Strategies, Equities, Investment Properties, Competitive Analysis, Acquisitions, Finance, Real Estate, Venture Capital, Portfolio Management, Management, Market Research
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
Manhattanville College 1996 — 1998
BA, Management
University of Vermont 1993 — 1995
Dunham & Associates December 2014 - Present
Active Downunder February 2013 - December 2014
Merrill Lynch August 2011 - October 2012
Rady School of Management March 2011 - June 2011
Elisabeth Hazard Consulting 2010 - 2010
The Corporate Library 2009 - 2009
Northland Enterprises, LLC 2005 - 2008
American Income Life 2004 - 2005
Unum 2003 - 2004
Willing Workers on Organic Farms 2002 - 2003
Skills
Investments, Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Investment Strategies, Equities, Investment Properties, Competitive Analysis, Acquisitions, Finance, Real Estate, Venture Capital, Portfolio Management, Management, Market Research
Education
University of California, San Diego - The Rady School of Management 2009 — 2011
MBA
Manhattanville College 1996 — 1998
BA, Management
University of Vermont 1993 — 1995
PJ Farrell PJ Farrell's Merrill Lynch Experience September 1997 - December 1999
Job Workforce Transformation Specialist helping companies measure the impact of HR initiatives on their bottom line.
Industry Human Resources
Experience
Vestrics March 2013 - Present
Zywave April 2012 - March 2013
Dzine It, Inc. March 2011 - March 2012
Insperity January 2008 - March 2011
Vantage Trading March 1999 - December 2007
Merrill Lynch September 1997 - December 1999
Skills
New Business Development, Management Consulting, Project Execution, Team Building, Software Consulting, CRM, Financial Analysis, Financial Reporting, Financial Modeling, Sales Process, Sales Presentations, Sales Management, Salesforce.com, Online Marketing, Series 7, Series 63, Online Advertising, Lead Generation, Sales, Business Development, HR Consulting, Healthcare Analytics, Management, Account Management, Competitive Analysis, Business Planning, Recruiting, Strategic Planning, Human Resources, Performance Management, Negotiation, B2B, Insurance, Program Management, Budgets, Cold Calling, Small Business, PEO, Strategy, Payroll Services, Project Management
Education
Marist College 1993 — 1997
Business Administration, Finance
Vestrics March 2013 - Present
Zywave April 2012 - March 2013
Dzine It, Inc. March 2011 - March 2012
Insperity January 2008 - March 2011
Vantage Trading March 1999 - December 2007
Merrill Lynch September 1997 - December 1999
Skills
New Business Development, Management Consulting, Project Execution, Team Building, Software Consulting, CRM, Financial Analysis, Financial Reporting, Financial Modeling, Sales Process, Sales Presentations, Sales Management, Salesforce.com, Online Marketing, Series 7, Series 63, Online Advertising, Lead Generation, Sales, Business Development, HR Consulting, Healthcare Analytics, Management, Account Management, Competitive Analysis, Business Planning, Recruiting, Strategic Planning, Human Resources, Performance Management, Negotiation, B2B, Insurance, Program Management, Budgets, Cold Calling, Small Business, PEO, Strategy, Payroll Services, Project Management
Education
Marist College 1993 — 1997
Business Administration, Finance
Vicki Mueller Vicki Mueller's Merrill Lynch Experience 1984 - 1988
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 1997 - April 2015
Charles Schwab 1993 - 1997
Fidelity Investments November 1990 - April 1993
Merrill Lynch 1984 - 1988
Education
Marietta College 1977 — 1981
BA, Management
Barrington High School, Rhode Island
Charles Schwab 1997 - April 2015
Charles Schwab 1993 - 1997
Fidelity Investments November 1990 - April 1993
Merrill Lynch 1984 - 1988
Education
Marietta College 1977 — 1981
BA, Management
Barrington High School, Rhode Island
Kevin Edgeworth's Merrill Lynch Experience September 2006 - February 2008
Job Firefighter at City of Chicago
Industry Government Administration
Experience
City of Chicago February 2008 - Present
Point Management LLC March 2012 - December 2012
Merrill Lynch September 2006 - February 2008
Chicago Park District May 1999 - August 2001
Skills
Account Reconciliation, Accounting, Tax Preparation, Tax Returns, Invoicing, Auditing, Bank Reconciliation, Journal Entries, Continuing Education, Interviewing, Microsoft Office, ACT Database Management
Education
Marquette University 2001 — 2006
Bachelors, Finance
Brother Rice High School 1997 — 2001
Bachelor's degree, Finance
City of Chicago February 2008 - Present
Point Management LLC March 2012 - December 2012
Merrill Lynch September 2006 - February 2008
Chicago Park District May 1999 - August 2001
Skills
Account Reconciliation, Accounting, Tax Preparation, Tax Returns, Invoicing, Auditing, Bank Reconciliation, Journal Entries, Continuing Education, Interviewing, Microsoft Office, ACT Database Management
Education
Marquette University 2001 — 2006
Bachelors, Finance
Brother Rice High School 1997 — 2001
Bachelor's degree, Finance
Alexander Alvey Alexander Alvey's Merrill Lynch Experience September 2010 - December 2010
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs January 2015 - Present
U.S. Bancorp Fund Services, LLC April 2013 - December 2014
U.S. Bank July 2011 - March 2013
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Internal Controls, Cash Flow, Financial Accounting, General Ledger, Financial Statements, Accounts Receivable
Education
Marquette University 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Milwaukee 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Goldman Sachs January 2015 - Present
U.S. Bancorp Fund Services, LLC April 2013 - December 2014
U.S. Bank July 2011 - March 2013
Merrill Lynch September 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Finance, Account Reconciliation, Corporate Finance, Internal Controls, Cash Flow, Financial Accounting, General Ledger, Financial Statements, Accounts Receivable
Education
Marquette University 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Milwaukee 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
John Franciosa, CPCU John Franciosa, CPCU's Merrill Lynch Experience January 2008 - May 2008
Job Managing Account Executive at Travelers Insurance
Industry Insurance
Experience
Travelers Insurance March 2015 - Present
Travelers Insurance July 2009 - March 2015
Merrill Lynch January 2008 - May 2008
De Lage Landen June 2007 - August 2007
Skills
Property & Casualty..., Insurance, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Outlook, Underwriting
Education
Marist College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Travelers Insurance March 2015 - Present
Travelers Insurance July 2009 - March 2015
Merrill Lynch January 2008 - May 2008
De Lage Landen June 2007 - August 2007
Skills
Property & Casualty..., Insurance, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Outlook, Underwriting
Education
Marist College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
James Rethinam James Rethinam's Merrill Lynch Experience February 2006 - September 2008
Job Oracle Architect / DBA
Industry Information Technology and Services
Experience
Citi March 2011 - Present
JP Morgan Chase October 2008 - February 2011
Merrill Lynch February 2006 - September 2008
Starwood Hotels & Resorts Worldwide, Inc. May 2004 - January 2006
FL Smidth March 2002 - April 2004
Atos Origin, Procter & Gamble October 1999 - February 2002
Unilever August 1998 - September 1999
Skills
Oracle 11g, SQL, PL/SQL, Oracle RAC, Oracle ASM, SQL Plus, Toad, ER Win, Oracle Applications, Solaris, Oracle, Shell Scripting, SQL*Plus, AIX, Perl, Data Guard, Unix Shell Scripting, Linux, Oracle HR, Disaster Recovery, Red Hat Linux, Unix, Sybase, SQL Tuning, Performance Tuning
Education
Alagappa Chettiar College of Engg & Tech 1993 — 1996
MS, Computer Applications
Manonmaniam Sundaranar University 1990 — 1993
BS, Physics
Citi March 2011 - Present
JP Morgan Chase October 2008 - February 2011
Merrill Lynch February 2006 - September 2008
Starwood Hotels & Resorts Worldwide, Inc. May 2004 - January 2006
FL Smidth March 2002 - April 2004
Atos Origin, Procter & Gamble October 1999 - February 2002
Unilever August 1998 - September 1999
Skills
Oracle 11g, SQL, PL/SQL, Oracle RAC, Oracle ASM, SQL Plus, Toad, ER Win, Oracle Applications, Solaris, Oracle, Shell Scripting, SQL*Plus, AIX, Perl, Data Guard, Unix Shell Scripting, Linux, Oracle HR, Disaster Recovery, Red Hat Linux, Unix, Sybase, SQL Tuning, Performance Tuning
Education
Alagappa Chettiar College of Engg & Tech 1993 — 1996
MS, Computer Applications
Manonmaniam Sundaranar University 1990 — 1993
BS, Physics
Stephen R. Myers, CRPC's Merrill Lynch Experience June 2004 - January 2010
Job Founder of Myers Financial Group, LLC
Industry Financial Services
Experience
Myers Financial Group, LLC June 2005 - Present
Merrill Lynch June 2004 - January 2010
Education
Marietta College 1970 — 1974
BA, Accounting
Myers Financial Group, LLC June 2005 - Present
Merrill Lynch June 2004 - January 2010
Education
Marietta College 1970 — 1974
BA, Accounting
Bill Garten Bill Garten's Merrill Lynch Experience April 1998 - December 2011
Job Partner Wealth Advisor at Stratos Wealth Partners/Financial Advisor
Industry Financial Services
Experience
Stratos Wealth Partners December 2011 - Present
Merrill Lynch April 1998 - December 2011
Wachovia Securities (formerly Prudential Securities now Wells Fargo) April 1998 - August 2006
WSAZ TV 3 (NBC affiliate) March 1985 - April 1998
Bostitch Textron June 1976 - March 1985
Skills
Mutual Funds, Series 7, Retirement, Investments, 401k, Financial Advisory, Securities, Fixed Annuities, Wealth Management, Long-term Care, FINRA, Series 65, Spanish, Long Term Care Insurance, Bonds, Stocks, Wealth, ETFs, Life Insurance, Retirement Planning, Estate Planning, Portfolio Management, Asset Managment, Strategic Financial...
Education
Marietta College 1974 — 1976
B.A., English
Washington and Lee University 1972 — 1974
B.A., English
Stratos Wealth Partners December 2011 - Present
Merrill Lynch April 1998 - December 2011
Wachovia Securities (formerly Prudential Securities now Wells Fargo) April 1998 - August 2006
WSAZ TV 3 (NBC affiliate) March 1985 - April 1998
Bostitch Textron June 1976 - March 1985
Skills
Mutual Funds, Series 7, Retirement, Investments, 401k, Financial Advisory, Securities, Fixed Annuities, Wealth Management, Long-term Care, FINRA, Series 65, Spanish, Long Term Care Insurance, Bonds, Stocks, Wealth, ETFs, Life Insurance, Retirement Planning, Estate Planning, Portfolio Management, Asset Managment, Strategic Financial...
Education
Marietta College 1974 — 1976
B.A., English
Washington and Lee University 1972 — 1974
B.A., English
Larry Reinharz Larry Reinharz's Merrill Lynch Experience October 1999 - June 2004
Job Managing Director at Woodbridge Group, Inc., Woodbridge International
Industry Investment Banking
Experience
Woodbridge International December 2005 - Present
Deane Advisors 2004 - 2006
Merrill Lynch October 1999 - June 2004
Chemical Bank/Chase Manhattan Bank 1989 - 1999
Skills
Acquisitions, Private Equity, Exit Strategies, Divestitures, Mergers, Valuation, Finance, Mergers & Acquisitions, LBO, Due Diligence
Education
Byram Hills High School
Manhattanville College
Woodbridge International December 2005 - Present
Deane Advisors 2004 - 2006
Merrill Lynch October 1999 - June 2004
Chemical Bank/Chase Manhattan Bank 1989 - 1999
Skills
Acquisitions, Private Equity, Exit Strategies, Divestitures, Mergers, Valuation, Finance, Mergers & Acquisitions, LBO, Due Diligence
Education
Byram Hills High School
Manhattanville College
Michael Dalora Michael Dalora's Merrill Lynch Experience January 2009 - January 2012
Job Financial Advisor at Citi
Industry Financial Services
Experience
Citi October 2012 - Present
Barclays January 2012 - October 2012
Merrill Lynch January 2009 - January 2012
Skills
Syndicate, Wealth Management, Investment Management, Equities, Fixed Income, Mutual Funds
Education
Manhattanville College
Bachelor of Arts (B.A.), Economics and History
Poly Prep Country Day School
Citi October 2012 - Present
Barclays January 2012 - October 2012
Merrill Lynch January 2009 - January 2012
Skills
Syndicate, Wealth Management, Investment Management, Equities, Fixed Income, Mutual Funds
Education
Manhattanville College
Bachelor of Arts (B.A.), Economics and History
Poly Prep Country Day School
Barnali Basu Barnali Basu's Merrill Lynch Experience October 2009 - September 2010
Job Senior Test Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft April 2015 - Present
Airbiquity October 2013 - February 2015
Microsoft August 2013 - October 2013
KeyTone Technologies October 2010 - April 2013
Merrill Lynch October 2009 - September 2010
University of Washington March 2009 - September 2009
Exira Software January 2007 - January 2009
Sagar Apollo Hospital July 2005 - January 2007
Skills
Test Planning, Mobile Devices, Microsoft SQL Server, Test Automation, Unix, Quality Center, JIRA, Python, MySQL, XML, End-to-end Testing, Biomedical Engineering, Mobile Applications, Android, Quality Assurance, Agile Methodologies, Web Applications, Device Testing, Mobile Testing (Windows..., Mobile Broadband, CAN bus
Education
Manipal Institute of Technology 2003 — 2005
MS, Biomedical Engineering
Visvesvaraya Technological University 1999 — 2003
BE, Engineering, Medical Electronics
Microsoft April 2015 - Present
Airbiquity October 2013 - February 2015
Microsoft August 2013 - October 2013
KeyTone Technologies October 2010 - April 2013
Merrill Lynch October 2009 - September 2010
University of Washington March 2009 - September 2009
Exira Software January 2007 - January 2009
Sagar Apollo Hospital July 2005 - January 2007
Skills
Test Planning, Mobile Devices, Microsoft SQL Server, Test Automation, Unix, Quality Center, JIRA, Python, MySQL, XML, End-to-end Testing, Biomedical Engineering, Mobile Applications, Android, Quality Assurance, Agile Methodologies, Web Applications, Device Testing, Mobile Testing (Windows..., Mobile Broadband, CAN bus
Education
Manipal Institute of Technology 2003 — 2005
MS, Biomedical Engineering
Visvesvaraya Technological University 1999 — 2003
BE, Engineering, Medical Electronics
Jim Pratt-Heaney, CIMA® Jim Pratt-Heaney, CIMA®'s Merrill Lynch Experience January 1998 - October 2008
Job Founding Partner, LLBH Private Wealth Management, LLC
Industry Financial Services
Experience
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
E. F. Hutton & Co January 1987 - January 1998
Education
Certified Investment Management Analyst (CIMA)
Marist College
Wharton School of Management Center
LLBH Private Wealth Management LLC October 2008 - Present
Merrill Lynch January 1998 - October 2008
E. F. Hutton & Co January 1987 - January 1998
Education
Certified Investment Management Analyst (CIMA)
Marist College
Wharton School of Management Center
Katherine Cronin Katherine Cronin's Merrill Lynch Experience June 2012 - August 2012
Job Assistant Merchant at The Bon Ton Stores Inc.
Industry Marketing and Advertising
Experience
The Bon Ton Stores Inc. September 2014 - Present
Marquette Student Media Advertising and Marketing May 2013 - May 2014
Nordstrom May 2011 - May 2014
Marquette-ing Club: Student Marketing Organization November 2012 - December 2013
CC&N May 2013 - August 2013
Dean's Council- Marquette University February 2012 - February 2013
Marquette-ing Club, Marquette University May 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Marquette University Office of Disability January 2012 - May 2012
Nordstrom April 2008 - April 2010
Skills
Sales, Customer Service, Social Media, Social Media Marketing, Fundraising, Facebook, Leadership, Marketing, Product Knowledge, Management, Time Management, Strategic Planning, Retail, Recruiting, Integrated Marketing, Merchandising, Social Networking, Event Planning, PowerPoint, Adobe Creative Suite, Advertising, Marketing Research, Microsoft Office, Public Speaking, Marketing Communications, Public Relations, Email Marketing, Event Management
Education
Marquette University 2010 — 2014
Bachelor of Science, Business Administration; Marketing and Advertising
Loyola Academy 2006 — 2010
The Bon Ton Stores Inc. September 2014 - Present
Marquette Student Media Advertising and Marketing May 2013 - May 2014
Nordstrom May 2011 - May 2014
Marquette-ing Club: Student Marketing Organization November 2012 - December 2013
CC&N May 2013 - August 2013
Dean's Council- Marquette University February 2012 - February 2013
Marquette-ing Club, Marquette University May 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Marquette University Office of Disability January 2012 - May 2012
Nordstrom April 2008 - April 2010
Skills
Sales, Customer Service, Social Media, Social Media Marketing, Fundraising, Facebook, Leadership, Marketing, Product Knowledge, Management, Time Management, Strategic Planning, Retail, Recruiting, Integrated Marketing, Merchandising, Social Networking, Event Planning, PowerPoint, Adobe Creative Suite, Advertising, Marketing Research, Microsoft Office, Public Speaking, Marketing Communications, Public Relations, Email Marketing, Event Management
Education
Marquette University 2010 — 2014
Bachelor of Science, Business Administration; Marketing and Advertising
Loyola Academy 2006 — 2010
Samuel French Samuel French's Merrill Lynch Experience June 2013 - August 2013
Job Global Wealth & Investment Management Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Office of Secretary of the State of Connecticut June 2012 - August 2012
Skills
Economics, Marketing, Risk Management, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Strategic Planning, Project Management, Bloomberg, Data Analysis
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Lorenzo de` Medici 2013 — 2013
The Loomis Chaffee School
Bank of America Merrill Lynch July 2014 - Present
Merrill Lynch June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Office of Secretary of the State of Connecticut June 2012 - August 2012
Skills
Economics, Marketing, Risk Management, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Leadership, Strategic Planning, Project Management, Bloomberg, Data Analysis
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Lorenzo de` Medici 2013 — 2013
The Loomis Chaffee School
Melissa Siladji's Merrill Lynch Experience January 2002 - May 2004
Job Legal Assistant at Fleischer, Fleischer & Suglia
Industry Legal Services
Experience
Fleischer, Fleischer & Suglia April 2011 - Present
Floor Coverings International (formerly Carpet Network) March 2010 - March 2011
Chameleon Advertising & Marketing September 2005 - April 2010
Merrill Lynch January 2002 - May 2004
Skills
Graphic Design, Marketing, Copywriting, Advertising, Corporate Branding, Public Relations, Direct Mail, Management, Publications, Facebook, Business Development, Customer Service, B2B
Education
Marist College 1995 — 1999
BA, Communications/Advertising
Fleischer, Fleischer & Suglia April 2011 - Present
Floor Coverings International (formerly Carpet Network) March 2010 - March 2011
Chameleon Advertising & Marketing September 2005 - April 2010
Merrill Lynch January 2002 - May 2004
Skills
Graphic Design, Marketing, Copywriting, Advertising, Corporate Branding, Public Relations, Direct Mail, Management, Publications, Facebook, Business Development, Customer Service, B2B
Education
Marist College 1995 — 1999
BA, Communications/Advertising
Diane Driscoll's Merrill Lynch Experience January 1982 - May 1993
Job Vice PresidentInvestments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney May 1993 - February 2009
Merrill Lynch January 1982 - May 1993
First National Bank of Chicago September 1975 - January 1982
Education
Manhattanville College 1969 — 1973
B.A., Art History
Academy of the Sacred Heart Cincinnati, Ohio 1965 — 1969
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney May 1993 - February 2009
Merrill Lynch January 1982 - May 1993
First National Bank of Chicago September 1975 - January 1982
Education
Manhattanville College 1969 — 1973
B.A., Art History
Academy of the Sacred Heart Cincinnati, Ohio 1965 — 1969
Donna DeWan Donna DeWan's Merrill Lynch Experience October 2000 - October 2009
Job Director of Corporate Programs at National Council for Behavioral Health
Industry Mental Health Care
Experience
National Council for Behavioral Health March 2015 - Present
Safe Haven Integrative Healing Arts February 2014 - March 2015
Mental Health Network November 2013 - March 2015
Private Practice May 2011 - June 2012
Wells Fargo Bank October 2009 - April 2011
Merrill Lynch October 2000 - October 2009
New York Association for Psychiatric Rehabilitation Services March 2000 - October 2000
Consultants for International Living September 1988 - March 2000
American Express October 1987 - April 1990
Skills
Coaching, Training, Management Consulting, Performance Management, Human Resources, Career Development, Mental Health Counseling, Policy, Community Outreach, Management, Leadership, Employee Relations, Mental Health, Conflict Resolution, Employee Benefits, Leadership Development
Education
Marist College
Master of Arts (M.A.), Psychology
Asheville School of Yoga and Massage
Certificate, Cranial Sacral and Advanced Cranial Sacral
Colorado School of Massage
Certificate, Trauma Touch Therapy
Isothermal Community Colllege
Certificate, Massage Therapy
Omega Institute, Rhinebeck, NY
Certificate, Reflexology and Advanced Reflexology
University of New Haven
Master's Degree, Criminal Justice
Rochester Institute of Technology
Bachelor of Science (BS), Criminal Justice
National Council for Behavioral Health March 2015 - Present
Safe Haven Integrative Healing Arts February 2014 - March 2015
Mental Health Network November 2013 - March 2015
Private Practice May 2011 - June 2012
Wells Fargo Bank October 2009 - April 2011
Merrill Lynch October 2000 - October 2009
New York Association for Psychiatric Rehabilitation Services March 2000 - October 2000
Consultants for International Living September 1988 - March 2000
American Express October 1987 - April 1990
Skills
Coaching, Training, Management Consulting, Performance Management, Human Resources, Career Development, Mental Health Counseling, Policy, Community Outreach, Management, Leadership, Employee Relations, Mental Health, Conflict Resolution, Employee Benefits, Leadership Development
Education
Marist College
Master of Arts (M.A.), Psychology
Asheville School of Yoga and Massage
Certificate, Cranial Sacral and Advanced Cranial Sacral
Colorado School of Massage
Certificate, Trauma Touch Therapy
Isothermal Community Colllege
Certificate, Massage Therapy
Omega Institute, Rhinebeck, NY
Certificate, Reflexology and Advanced Reflexology
University of New Haven
Master's Degree, Criminal Justice
Rochester Institute of Technology
Bachelor of Science (BS), Criminal Justice
Mary Harless, CPA's Merrill Lynch Experience July 2006 - August 2006
Job Senior Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP January 2012 - July 2013
Petro-Valve, Inc. January 2009 - December 2011
Johnson Controls May 2008 - November 2008
Merrill Lynch July 2006 - August 2006
Skills
Accounts Payable, Financial Statements, Cash Flow Forecasting, Preparation, Sales Tax, Internal Controls, GAAP, Accounting, General Ledger, Financial Analysis, US GAAP, SEC filings, Auditing, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Finance, Consolidation, External Audit, Sarbanes-Oxley, Financial Audits, Revenue Recognition, Assurance, Cash Flow, Accruals, Journal Entries, PowerPoint, Microsoft Excel, Variance Analysis, Financial Statement..., Consolidated Financial..., Depreciation, FASB, SOX 404, CPA, Financial Statement..., COSO, Tax, SEC Filings
Education
Marquette University 2005 — 2008
Bachelors of Science in Business Administration, Accounting and Finance
Memorial Sr High School 2001 — 2005
Grant Thornton LLP August 2013 - Present
Grant Thornton LLP January 2012 - July 2013
Petro-Valve, Inc. January 2009 - December 2011
Johnson Controls May 2008 - November 2008
Merrill Lynch July 2006 - August 2006
Skills
Accounts Payable, Financial Statements, Cash Flow Forecasting, Preparation, Sales Tax, Internal Controls, GAAP, Accounting, General Ledger, Financial Analysis, US GAAP, SEC filings, Auditing, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Finance, Consolidation, External Audit, Sarbanes-Oxley, Financial Audits, Revenue Recognition, Assurance, Cash Flow, Accruals, Journal Entries, PowerPoint, Microsoft Excel, Variance Analysis, Financial Statement..., Consolidated Financial..., Depreciation, FASB, SOX 404, CPA, Financial Statement..., COSO, Tax, SEC Filings
Education
Marquette University 2005 — 2008
Bachelors of Science in Business Administration, Accounting and Finance
Memorial Sr High School 2001 — 2005
Casandra Ramos Casandra Ramos's Merrill Lynch Experience May 2010 - August 2010
Job Assistant Manager, Social Media at L'Oréal
Industry Marketing and Advertising
Experience
L'Oréal June 2015 - Present
L'Oréal March 2013 - May 2015
L'Oréal February 2012 - February 2013
ideeli October 2011 - November 2011
UNITAR (United Nations Institute for Training & Research) May 2011 - October 2011
Conde Nast December 2010 - March 2011
Conde Nast August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Education
Manhattanville College 2007 — 2011
BA, Communication Studies, Political Science
Academia Perpetuo Socorro
Rennert International Language School
French Studies
L'Oréal June 2015 - Present
L'Oréal March 2013 - May 2015
L'Oréal February 2012 - February 2013
ideeli October 2011 - November 2011
UNITAR (United Nations Institute for Training & Research) May 2011 - October 2011
Conde Nast December 2010 - March 2011
Conde Nast August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Education
Manhattanville College 2007 — 2011
BA, Communication Studies, Political Science
Academia Perpetuo Socorro
Rennert International Language School
French Studies
Gregory Krajci Gregory Krajci's Merrill Lynch Experience January 2012 - April 2012
Job at
Industry Management Consulting
Experience
CEB April 2015 - Present
CEB March 2014 - March 2015
CEB October 2013 - February 2014
CEB April 2013 - September 2013
University of Delaware July 2012 - April 2013
Wagner College May 2010 - June 2012
Merrill Lynch January 2012 - April 2012
New York State Governor's Office May 2009 - May 2010
Manhattanville August 2008 - May 2010
Crohns and Colitis Foundation of America May 2009 - July 2009
Skills
Fundraising, Student Affairs, Non-profits, Residence Life, Leadership, Higher Education, Recruiting, Higher Education..., Student Development, Event Planning, Student Engagement, Career Counseling, Microsoft Office, Research, Microsoft Excel
Education
Wagner College 2010 — 2012
Master, Business Administration; Finance
Manhattanville College 2006 — 2010
Bachelor of Arts, Political Science; American Studies, Sociology
CEB April 2015 - Present
CEB March 2014 - March 2015
CEB October 2013 - February 2014
CEB April 2013 - September 2013
University of Delaware July 2012 - April 2013
Wagner College May 2010 - June 2012
Merrill Lynch January 2012 - April 2012
New York State Governor's Office May 2009 - May 2010
Manhattanville August 2008 - May 2010
Crohns and Colitis Foundation of America May 2009 - July 2009
Skills
Fundraising, Student Affairs, Non-profits, Residence Life, Leadership, Higher Education, Recruiting, Higher Education..., Student Development, Event Planning, Student Engagement, Career Counseling, Microsoft Office, Research, Microsoft Excel
Education
Wagner College 2010 — 2012
Master, Business Administration; Finance
Manhattanville College 2006 — 2010
Bachelor of Arts, Political Science; American Studies, Sociology
Brad McCuaig Brad McCuaig's Merrill Lynch Experience May 2007 - December 2007
Job Finance Manager at Grainger
Industry Business Supplies and Equipment
Experience
Grainger November 2013 - Present
Grainger January 2012 - October 2013
Grainger April 2011 - December 2011
Allstate Insurance May 2008 - April 2011
Merrill Lynch May 2007 - December 2007
Skills
Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Essbase, Finance, Forecasting, Data Mining, Budgets, Analysis, Pricing, Corporate Finance, Leadership, Valuation, Accounting
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
Finance, Investments & Banking
Marquette University
Master of Business Administration (MBA)
Grainger November 2013 - Present
Grainger January 2012 - October 2013
Grainger April 2011 - December 2011
Allstate Insurance May 2008 - April 2011
Merrill Lynch May 2007 - December 2007
Skills
Financial Reporting, Strategic Financial..., Financial Modeling, Financial Analysis, Essbase, Finance, Forecasting, Data Mining, Budgets, Analysis, Pricing, Corporate Finance, Leadership, Valuation, Accounting
Education
University of Wisconsin-Madison - School of Business 2004 — 2008
Finance, Investments & Banking
Marquette University
Master of Business Administration (MBA)
Cassandra Saad Cassandra Saad's Merrill Lynch Experience June 2014 - August 2014
Job Member at Beta Gamma Sigma
Industry
Experience
Boston Scientific June 2015 - Present
Beta Gamma Sigma April 2014 - Present
Student Ambassador September 2011 - Present
Bubbling Brook March 2007 - Present
Marist College Orientation Leader May 2012 - May 2015
Campus Ministry May 2011 - May 2015
Merrill Lynch June 2014 - August 2014
TEC: The Educational Cooperative May 2013 - August 2013
Education
Marist College 2011 — 2015
Bachelor’s Degree, Business Finance
Boston Scientific June 2015 - Present
Beta Gamma Sigma April 2014 - Present
Student Ambassador September 2011 - Present
Bubbling Brook March 2007 - Present
Marist College Orientation Leader May 2012 - May 2015
Campus Ministry May 2011 - May 2015
Merrill Lynch June 2014 - August 2014
TEC: The Educational Cooperative May 2013 - August 2013
Education
Marist College 2011 — 2015
Bachelor’s Degree, Business Finance
Shane Brennan Shane Brennan's Merrill Lynch Experience September 2006 - December 2006
Job Senior Fixed Income Analyst at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2014 - Present
Capital Markets Advisors, LLC June 2007 - January 2014
Merrill Lynch September 2006 - December 2006
UBS Wealth Management June 2006 - August 2006
Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis
Education
Marist College 2003 — 2007
B.S., Finance, Economics, Cum Laude
City National Rochdale January 2014 - Present
Capital Markets Advisors, LLC June 2007 - January 2014
Merrill Lynch September 2006 - December 2006
UBS Wealth Management June 2006 - August 2006
Skills
Public Finance, Financial Analysis, Capital Markets, Fixed Income, Bonds, Financial Modeling, Securities, Finance, Investments, Municipal Bonds, Valuation, Derivatives, Fixed Income Analysis, Financial Structuring, Financial Markets, Bloomberg, Portfolio Management, Financial Advisory, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, Credit Risk, Equities, Credit Analysis
Education
Marist College 2003 — 2007
B.S., Finance, Economics, Cum Laude
Nick Kolb's Merrill Lynch Experience May 2006 - September 2006
Job Financial Analyst International Finance at SABMiller
Industry Consumer Goods
Experience
SABMiller May 2013 - Present
Kohler Co. September 2012 - May 2013
Kohler Engines Kohler Co February 2010 - September 2012
Kohler Co June 2007 - February 2010
Sears Corp May 2006 - December 2006
Merrill Lynch May 2006 - September 2006
Skills
Forecasting, Accounting, SAP, Income Statement, Accruals, Financial Analysis, Financial Reporting, Strategic Financial..., Finance, Process Improvement, Variance Analysis, Budget, Budgets, Financial Statements, Management
Education
Marquette University 2009 — 2012
MBA, Masters, Business Administration
University of Wisconsin-La Crosse 2003 — 2007
Bachelor of Science, Business Administration; Finance
SABMiller May 2013 - Present
Kohler Co. September 2012 - May 2013
Kohler Engines Kohler Co February 2010 - September 2012
Kohler Co June 2007 - February 2010
Sears Corp May 2006 - December 2006
Merrill Lynch May 2006 - September 2006
Skills
Forecasting, Accounting, SAP, Income Statement, Accruals, Financial Analysis, Financial Reporting, Strategic Financial..., Finance, Process Improvement, Variance Analysis, Budget, Budgets, Financial Statements, Management
Education
Marquette University 2009 — 2012
MBA, Masters, Business Administration
University of Wisconsin-La Crosse 2003 — 2007
Bachelor of Science, Business Administration; Finance
Dan Conroy Dan Conroy's Merrill Lynch Experience May 2012 - August 2012
Job Business Analyst at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates February 2015 - Present
Bridgewater Associates October 2014 - Present
Greystone Equity Fund August 2013 - December 2013
IBM June 2013 - August 2013
Marist College August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
American Landscaping Company May 2012 - August 2012
Marist College January 2012 - May 2012
Skills
Analysis, Microsoft Excel, Microsoft Office, Finance, Research, Time Management, Public Speaking, Bloomberg Terminal, Investments, Statistics, Valuation, Financial Analysis, Facebook, Corporate Finance, Access, Critical Thinking, JIRA, Confluence, Change Management, Agile Methodologies
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.) AACSB Accredited, Finance, General & Accounting, Minor, 3.73
Istituto Lorenzo de Medici (Florence, Italy) 2012 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General & Accounting, Minor, 3.6
Lakeland High School
Bridgewater Associates February 2015 - Present
Bridgewater Associates October 2014 - Present
Greystone Equity Fund August 2013 - December 2013
IBM June 2013 - August 2013
Marist College August 2011 - May 2013
Merrill Lynch May 2012 - August 2012
American Landscaping Company May 2012 - August 2012
Marist College January 2012 - May 2012
Skills
Analysis, Microsoft Excel, Microsoft Office, Finance, Research, Time Management, Public Speaking, Bloomberg Terminal, Investments, Statistics, Valuation, Financial Analysis, Facebook, Corporate Finance, Access, Critical Thinking, JIRA, Confluence, Change Management, Agile Methodologies
Education
Marist College 2010 — 2014
Bachelor of Business Administration (B.B.A.) AACSB Accredited, Finance, General & Accounting, Minor, 3.73
Istituto Lorenzo de Medici (Florence, Italy) 2012 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General & Accounting, Minor, 3.6
Lakeland High School
Jared Breault Jared Breault's Merrill Lynch Experience February 2009 - Present
Job Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2009 - Present
Smith Barney 1997 - 2009
Skills
529, Separately Managed..., Mutual Funds, Series 7, Series 63, Series 65, Life Insurance, Long Term Care Insurance, Annuity Sales, Retirement Planning, 401k Rollovers, 401k, Wealth Management, Investment Strategies, Financial Advisory, Investment Advisory, Variable Annuities, Retirement Plan..., High Net Worth..., Long-term Care
Education
Marist College 1993 — 1997
Bachelor of Science (B.S.), Marketing
Merrill Lynch February 2009 - Present
Smith Barney 1997 - 2009
Skills
529, Separately Managed..., Mutual Funds, Series 7, Series 63, Series 65, Life Insurance, Long Term Care Insurance, Annuity Sales, Retirement Planning, 401k Rollovers, 401k, Wealth Management, Investment Strategies, Financial Advisory, Investment Advisory, Variable Annuities, Retirement Plan..., High Net Worth..., Long-term Care
Education
Marist College 1993 — 1997
Bachelor of Science (B.S.), Marketing
James Hackett James Hackett's Merrill Lynch Experience April 1995 - November 2001
Job Assistant Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
Derek Dennis's Merrill Lynch Experience May 2010 - July 2010
Job Business Teacher at Teach For America
Industry Nonprofit Organization Management
Experience
Teach For America June 2014 - Present
United States Peace Corps March 2012 - May 2014
Goods International June 2011 - March 2012
Kiva.org October 2010 - May 2011
Merrill Lynch May 2010 - July 2010
Skills
Volunteer Management, Non-profits, Community Outreach, Fundraising, Event Planning, Microsoft Office, Strategic Planning, Customer Service, Project Management, Leadership, Marketing, Marketing Communications, Financial Analysis, Team Building, Nonprofits, Grant Writing, Community Development, International..., Grants, Program Development
Education
Marian University 2014 — 2016
Master of Arts (M.A.)
University of Kentucky 2007 — 2011
Bachelor of Arts (B.A.), Management, Summa Cum Laude
University of Vienna 2010 — 2010
North Oldham High School 2003 — 2007
Teach For America June 2014 - Present
United States Peace Corps March 2012 - May 2014
Goods International June 2011 - March 2012
Kiva.org October 2010 - May 2011
Merrill Lynch May 2010 - July 2010
Skills
Volunteer Management, Non-profits, Community Outreach, Fundraising, Event Planning, Microsoft Office, Strategic Planning, Customer Service, Project Management, Leadership, Marketing, Marketing Communications, Financial Analysis, Team Building, Nonprofits, Grant Writing, Community Development, International..., Grants, Program Development
Education
Marian University 2014 — 2016
Master of Arts (M.A.)
University of Kentucky 2007 — 2011
Bachelor of Arts (B.A.), Management, Summa Cum Laude
University of Vienna 2010 — 2010
North Oldham High School 2003 — 2007
Nora Woida, MA's Merrill Lynch Experience October 2011 - June 2013
Job Corporate Recruiter at Cielo Talent Seeking Top Recruiting Talent!
Industry Staffing and Recruiting
Experience
Cielo Talent August 2015 - Present
Comcast September 2013 - August 2015
Teleflex June 2013 - September 2013
Merrill Lynch October 2011 - June 2013
Gloria Jean's Coffees December 2008 - September 2011
Marquette University September 2003 - September 2011
Marquette University September 2009 - December 2010
Special Olympics January 2007 - May 2007
Starbucks Coffee Company June 2003 - May 2007
Skills
Recruiting, Training, Event Planning, Customer Service, Management, Marketing, Leadership, Social Media, Marketing Communications, Team Building, Nonprofits, Research, Sales, Fundraising, Corporate Communications, Time Management, Social Networking, Talent Acquisition, Hiring, Human Resources, Microsoft Office, Customer Relations, PowerPoint, Email Marketing, Sourcing, Interviews, Coaching, Social Media Marketing, Talent Management, Cold Calling, Editing, Community Outreach, Team Leadership, Employee Relations, Organizational..., Non-profits, Public Relations, Volunteer Management, Organizational..., Teamwork, Leadership Development, Facebook, Analysis, Entrepreneurship, Public Speaking, Event Management, Resume Writing, Newsletters, Blogging, Organic Farming
Education
Marquette University 2003 — 2012
Master of Arts Degree, Mass Communication
Marquette University 2003 — 2008
Bachelor of Arts Degree, Advertising & Public Relations; Marketing; Communication
Marquette University 2003 — 2008
Bachelor of Arts in Communication, Communication, Public Relations, Advertising, Marketing, Theatre Arts & Broadcasting
Cielo Talent August 2015 - Present
Comcast September 2013 - August 2015
Teleflex June 2013 - September 2013
Merrill Lynch October 2011 - June 2013
Gloria Jean's Coffees December 2008 - September 2011
Marquette University September 2003 - September 2011
Marquette University September 2009 - December 2010
Special Olympics January 2007 - May 2007
Starbucks Coffee Company June 2003 - May 2007
Skills
Recruiting, Training, Event Planning, Customer Service, Management, Marketing, Leadership, Social Media, Marketing Communications, Team Building, Nonprofits, Research, Sales, Fundraising, Corporate Communications, Time Management, Social Networking, Talent Acquisition, Hiring, Human Resources, Microsoft Office, Customer Relations, PowerPoint, Email Marketing, Sourcing, Interviews, Coaching, Social Media Marketing, Talent Management, Cold Calling, Editing, Community Outreach, Team Leadership, Employee Relations, Organizational..., Non-profits, Public Relations, Volunteer Management, Organizational..., Teamwork, Leadership Development, Facebook, Analysis, Entrepreneurship, Public Speaking, Event Management, Resume Writing, Newsletters, Blogging, Organic Farming
Education
Marquette University 2003 — 2012
Master of Arts Degree, Mass Communication
Marquette University 2003 — 2008
Bachelor of Arts Degree, Advertising & Public Relations; Marketing; Communication
Marquette University 2003 — 2008
Bachelor of Arts in Communication, Communication, Public Relations, Advertising, Marketing, Theatre Arts & Broadcasting
Gerald Gomes Gerald Gomes's Merrill Lynch Experience 1997 - 1998
Job Senior Wallstreet Technology Consultant
Industry Computer Software
Experience
Barclays Capital 2007 - Present
Banc of America Securities 2005 - 2007
Credit Suisse First Boston 2004 - 2005
UBS Investment Bank 2003 - 2003
Citi Group 1999 - 2001
SIAC 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Derivatives, Infragistics, C#, Trading Systems, WCF, WPF, SQL, DevExpress, Fixed Income, Equities, SDLC, VBA, Sybase, FX trading, .NET, SOA, Market Data, Electronic Trading
Education
Marquette University 1992 — 1994
Master of Science in Computer Engineering, Computer Enginering
Marquette University 1987 — 1991
Bachelor of Science in Electrical Engineering, Electrical Engineering
Notre Dame College, Dhaka, Bangladesh 1983 — 1985
HSC, Science
Bandura Holy Cross High School 1978 — 1983
SSC
Barclays Capital 2007 - Present
Banc of America Securities 2005 - 2007
Credit Suisse First Boston 2004 - 2005
UBS Investment Bank 2003 - 2003
Citi Group 1999 - 2001
SIAC 1998 - 2000
Merrill Lynch 1997 - 1998
Skills
Derivatives, Infragistics, C#, Trading Systems, WCF, WPF, SQL, DevExpress, Fixed Income, Equities, SDLC, VBA, Sybase, FX trading, .NET, SOA, Market Data, Electronic Trading
Education
Marquette University 1992 — 1994
Master of Science in Computer Engineering, Computer Enginering
Marquette University 1987 — 1991
Bachelor of Science in Electrical Engineering, Electrical Engineering
Notre Dame College, Dhaka, Bangladesh 1983 — 1985
HSC, Science
Bandura Holy Cross High School 1978 — 1983
SSC
Kathryn Matarazzo Kathryn Matarazzo's Merrill Lynch Experience December 2007 - January 2008
Job HR Business Partner at JPMorgan Chase
Industry Human Resources
Experience
JPMorgan Chase & Co. September 2014 - Present
IBM May 2012 - Present
IBM May 2009 - May 2012
IBM May 2009 - August 2009
New Horizons Resources September 2008 - December 2008
Nuance Communications (Formerly Viecore) May 2007 - September 2008
Merrill Lynch December 2007 - January 2008
Skills
Employee Relations, Performance Management, Human Resources, Business Analytics, HR Policies, Communications Planning, Corporate Communications, Organizational..., Organizational Learning, Workforce Planning, Succession Planning, Program Management, Strategy, Change Management, Recruiting, Leadership, Management
Education
Marist College 2005 — 2009
BA, Psychology
Marist College
Bachelor of Arts, Psychology
Northern Highlands
JPMorgan Chase & Co. September 2014 - Present
IBM May 2012 - Present
IBM May 2009 - May 2012
IBM May 2009 - August 2009
New Horizons Resources September 2008 - December 2008
Nuance Communications (Formerly Viecore) May 2007 - September 2008
Merrill Lynch December 2007 - January 2008
Skills
Employee Relations, Performance Management, Human Resources, Business Analytics, HR Policies, Communications Planning, Corporate Communications, Organizational..., Organizational Learning, Workforce Planning, Succession Planning, Program Management, Strategy, Change Management, Recruiting, Leadership, Management
Education
Marist College 2005 — 2009
BA, Psychology
Marist College
Bachelor of Arts, Psychology
Northern Highlands
Anxhena Azo Anxhena Azo's Merrill Lynch Experience December 2009 - May 2010
Job Leader, Corporate Finance at MasterCard
Industry Financial Services
Experience
MasterCard September 2014 - Present
MasterCard June 2013 - September 2014
MasterCard October 2012 - June 2013
MasterCard October 2011 - October 2012
Argus Information and Advisory Services, LLC. July 2011 - October 2011
Manhattanville College September 2010 - July 2011
Merrill Lynch December 2009 - May 2010
Manhattanville College October 2008 - May 2010
The Regional Office of Governor David Paterson September 2009 - December 2009
U.S. Commercial Service June 2009 - August 2009
Skills
Recruiting, Data Analysis, Leadership, Market Research, Analysis, Microsoft Excel, Active Team Player, Clear & Concise..., Increase Productivity, Flexibility, Team Leadership, Teaching, Research, Budgets, Interviews, Finance, Policy, Banking, PowerPoint, Social Media, Management, Microsoft Office
Education
Manhattanville College 2011 — 2015
MS, International Management
Manhattanville College 2006 — 2010
BA, Double Major: Finance, Political Science
Marianapolis Preparatory School 2003 — 2006
High School Diploma
Plainfield High School 2002 — 2003
MasterCard September 2014 - Present
MasterCard June 2013 - September 2014
MasterCard October 2012 - June 2013
MasterCard October 2011 - October 2012
Argus Information and Advisory Services, LLC. July 2011 - October 2011
Manhattanville College September 2010 - July 2011
Merrill Lynch December 2009 - May 2010
Manhattanville College October 2008 - May 2010
The Regional Office of Governor David Paterson September 2009 - December 2009
U.S. Commercial Service June 2009 - August 2009
Skills
Recruiting, Data Analysis, Leadership, Market Research, Analysis, Microsoft Excel, Active Team Player, Clear & Concise..., Increase Productivity, Flexibility, Team Leadership, Teaching, Research, Budgets, Interviews, Finance, Policy, Banking, PowerPoint, Social Media, Management, Microsoft Office
Education
Manhattanville College 2011 — 2015
MS, International Management
Manhattanville College 2006 — 2010
BA, Double Major: Finance, Political Science
Marianapolis Preparatory School 2003 — 2006
High School Diploma
Plainfield High School 2002 — 2003
Markian Dziuk's Merrill Lynch Experience January 2012 - July 2012
Job Associate at SparkFund
Industry Financial Services
Experience
SparkFund July 2015 - Present
Fitch Ratings August 2013 - July 2015
Newedge August 2012 - August 2013
Merrill Lynch January 2012 - July 2012
Willis May 2011 - September 2011
Plast International Ukrainian Scouting Organization September 2006 - July 2009
Power and Cronin Ltd June 2006 - September 2006
Skills
Access, Finance, Forecasting, Microsoft Excel, Market Research, Management, Financial Analysis, Data Analysis, Leadership, Strategy, Training, Business Planning, PowerPoint, Spanish, Public Speaking, Bond Markets, Credit Rating, Financial Reporting, Reporting & Analysis, Investments, Instrument Rating, Microsoft Office, Research, Microsoft Word, Customer Service, Visual Studio
Education
Marquette University 2008 — 2012
Bachelor of Science (BS), Finance/Information Technology
SparkFund July 2015 - Present
Fitch Ratings August 2013 - July 2015
Newedge August 2012 - August 2013
Merrill Lynch January 2012 - July 2012
Willis May 2011 - September 2011
Plast International Ukrainian Scouting Organization September 2006 - July 2009
Power and Cronin Ltd June 2006 - September 2006
Skills
Access, Finance, Forecasting, Microsoft Excel, Market Research, Management, Financial Analysis, Data Analysis, Leadership, Strategy, Training, Business Planning, PowerPoint, Spanish, Public Speaking, Bond Markets, Credit Rating, Financial Reporting, Reporting & Analysis, Investments, Instrument Rating, Microsoft Office, Research, Microsoft Word, Customer Service, Visual Studio
Education
Marquette University 2008 — 2012
Bachelor of Science (BS), Finance/Information Technology
Jennifer Tello Jennifer Tello's Merrill Lynch Experience 2002 - 2005
Job Administrative Manager at JenCar Medical Ass., Medical & Surgical Family Practices of Passaic & Paterson
Industry Medical Practice
Experience
JEN-CAR Medical Associates 2006 - Present
Merrill Lynch 2002 - 2005
Telemundo 2000 - 2001
Education
University of Miami - School of Business 2010 — 2012
MBA
Marist College 1998 — 2002
Paramus Catholic H.S.
JEN-CAR Medical Associates 2006 - Present
Merrill Lynch 2002 - 2005
Telemundo 2000 - 2001
Education
University of Miami - School of Business 2010 — 2012
MBA
Marist College 1998 — 2002
Paramus Catholic H.S.
Kevin Feehan Kevin Feehan's Merrill Lynch Experience 1999 - 2001
Job Sr. Specialist, Talent Acquisition at Novo Nordisk
Industry Human Resources
Experience
Novo Nordisk June 2015 - Present
Ortho Clinical Diagnostics February 2015 - June 2015
Johnson & Johnson through Kelly Services February 2013 - February 2015
Bed Bath & Beyond 2012 - January 2013
Siemens December 2010 - July 2012
PriceWaterhouseCoopers July 2006 - April 2007
Lehman Brothers January 2005 - July 2006
Bank Of America September 2003 - December 2004
Merrill Lynch 1999 - 2001
Skills
Applicant Tracking..., Recruiting, Contract Recruitment, Internet Recruiting, Temporary Staffing, Sourcing, Strategic Sourcing, Cold Calling, Staffing Plans, Social Media, Behavioral Interviewing, Screening Resumes, Global Talent..., onboarding, Training Delivery, Negotiation, Business Partner..., Headhunters, Executive Recruiter, International..., Sales Compensation, Vendor Management, recruitment/retention, Full-life Cycle..., Passive Candidate..., Diversity Recruitment, Talent Management, Salary Packaging, Talent Acquisition, Temporary Placement, Human Resources, Screening, Hiring, Leadership, Management, Strategy, Consulting
Education
Marist College 1990 — 1994
BS, Communications
St. Rose High School
St. Rose High School
Novo Nordisk June 2015 - Present
Ortho Clinical Diagnostics February 2015 - June 2015
Johnson & Johnson through Kelly Services February 2013 - February 2015
Bed Bath & Beyond 2012 - January 2013
Siemens December 2010 - July 2012
PriceWaterhouseCoopers July 2006 - April 2007
Lehman Brothers January 2005 - July 2006
Bank Of America September 2003 - December 2004
Merrill Lynch 1999 - 2001
Skills
Applicant Tracking..., Recruiting, Contract Recruitment, Internet Recruiting, Temporary Staffing, Sourcing, Strategic Sourcing, Cold Calling, Staffing Plans, Social Media, Behavioral Interviewing, Screening Resumes, Global Talent..., onboarding, Training Delivery, Negotiation, Business Partner..., Headhunters, Executive Recruiter, International..., Sales Compensation, Vendor Management, recruitment/retention, Full-life Cycle..., Passive Candidate..., Diversity Recruitment, Talent Management, Salary Packaging, Talent Acquisition, Temporary Placement, Human Resources, Screening, Hiring, Leadership, Management, Strategy, Consulting
Education
Marist College 1990 — 1994
BS, Communications
St. Rose High School
St. Rose High School
Kevin Cronin's Merrill Lynch Experience June 2005 - August 2005
Job Sr. Manager, Financial Planning & Analysis at Major League Baseball
Industry Financial Services
Experience
MLB.com (MLB Advanced Media, L.P.) April 2014 - Present
WTAS November 2013 - April 2014
The Madison Square Garden Company, Inc April 2010 - November 2013
Broadridge Financial Solutions, Inc June 2006 - April 2010
Merrill Lynch June 2005 - August 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Account Reconciliation, Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Forecasting, Financial Accounting, US GAAP, Budget Process, SEC filings, PeopleSoft, Internal Controls, Variance Analysis, Oracle Applications, Analysis, Essbase, Strategic Financial..., Cash Management, Financial Planning
Education
Marist College 2002 — 2006
Bachelors of Science, Business Administration; Finance
MLB.com (MLB Advanced Media, L.P.) April 2014 - Present
WTAS November 2013 - April 2014
The Madison Square Garden Company, Inc April 2010 - November 2013
Broadridge Financial Solutions, Inc June 2006 - April 2010
Merrill Lynch June 2005 - August 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Account Reconciliation, Accounting, Hyperion Enterprise, Sarbanes-Oxley Act, GAAP, Financial Forecasting, Financial Accounting, US GAAP, Budget Process, SEC filings, PeopleSoft, Internal Controls, Variance Analysis, Oracle Applications, Analysis, Essbase, Strategic Financial..., Cash Management, Financial Planning
Education
Marist College 2002 — 2006
Bachelors of Science, Business Administration; Finance
Bryan Christian Bryan Christian's Merrill Lynch Experience June 1995 - July 2000
Job SVP Head of US Sales at BATS Global Markets, Inc.
Industry Financial Services
Experience
BATS Global Markets, Inc. February 2014 - Present
Direct Edge February 2011 - February 2014
NASDAQ July 2005 - February 2011
Bloomberg Tradebook October 2001 - July 2005
Felspar Co Ltd July 2000 - October 2001
Merrill Lynch June 1995 - July 2000
Skills
Series 7, Electronic Trading, Trading Systems, Equities, Equity Trading, Trading, Market Data, Options, Commodity, Financial Markets, ETFs, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Series 63, Alternative Investments, Fixed Income, Securities, FINRA, Series 24, Bloomberg, Financial Services, Bonds, Prime Brokerage, Proprietary Trading, Trading Strategies, Asset Management, FX Options, Low Latency, Investments, Portfolio Management
Education
Marist College 1993 — 1997
BS, Finance, Marketing
Bernards High School
FHCDS
BATS Global Markets, Inc. February 2014 - Present
Direct Edge February 2011 - February 2014
NASDAQ July 2005 - February 2011
Bloomberg Tradebook October 2001 - July 2005
Felspar Co Ltd July 2000 - October 2001
Merrill Lynch June 1995 - July 2000
Skills
Series 7, Electronic Trading, Trading Systems, Equities, Equity Trading, Trading, Market Data, Options, Commodity, Financial Markets, ETFs, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Series 63, Alternative Investments, Fixed Income, Securities, FINRA, Series 24, Bloomberg, Financial Services, Bonds, Prime Brokerage, Proprietary Trading, Trading Strategies, Asset Management, FX Options, Low Latency, Investments, Portfolio Management
Education
Marist College 1993 — 1997
BS, Finance, Marketing
Bernards High School
FHCDS
Jordan Sanchez's Merrill Lynch Experience January 2011 - May 2011
Job Investment Banking Analyst, Public Finance Origination at TD
Industry Investment Banking
Experience
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
TD June 2015 - Present
Lazard Asset Management May 2014 - May 2015
Capital Markets Advisors LLC. September 2012 - May 2014
The Greystone Equity Fund January 2012 - May 2012
J.H.Darbie & Co. September 2011 - April 2012
Edward Jones June 2011 - August 2011
Merrill Lynch January 2011 - May 2011
Skills
Investment Banking, Bloomberg Terminal, Financial Structuring, Microsoft Excel, Marketing, Microsoft Office, PowerPoint, Morningstar, Municipal Bonds, Capital Markets, Financial Modeling, Credit, Structured Securities, Public Finance, Credit Risk, Credit Analysis, Financial Transactions, Financial Statement..., Securitization, Quantitative Finance, Municipal Law, Municipalities, Structured Finance, Close Attention to..., Document Drafting, Document Review, Legal Documents, Excel, Debt, Munex, Series 7
Education
Marist College 2010 — 2012
Bachelor of Science (B.S.), Finance, General, 3.6
Cody Capps Cody Capps's Merrill Lynch Experience June 2014 - August 2014
Job Analyst at Citigroup
Industry Financial Services
Experience
Citi August 2015 - Present
Marist College Office of Special Services September 2013 - May 2015
Marist College August 2011 - May 2015
Merrill Lynch June 2014 - August 2014
Marist College September 2013 - May 2014
Farrell Preferred Stock Arbitrage Fund August 2013 - October 2013
Insight June 2013 - August 2013
Northwestern Mutual May 2013 - August 2013
Tampa Bay Skating Academy 2008 - 2011
Skills
Proficient in Microsoft..., Play Collegiate Hockey, Member of Toastmasters, National Institute of..., Outgoing and easy to..., Good sense of humor, Project Management, Finance, Analysis, Networking, Strategic Financial..., Investments, Social Networking, Financial Planning, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Time Management, Microsoft Word, Social Media, Leadership
Education
Marist College 2011 — 2015
Bachelor’s Degree, Major in Finance, Minor in Economics
Marist College 2011 — 2015
Bachelor of Science (B.S.), Finance, and Economics
Citi August 2015 - Present
Marist College Office of Special Services September 2013 - May 2015
Marist College August 2011 - May 2015
Merrill Lynch June 2014 - August 2014
Marist College September 2013 - May 2014
Farrell Preferred Stock Arbitrage Fund August 2013 - October 2013
Insight June 2013 - August 2013
Northwestern Mutual May 2013 - August 2013
Tampa Bay Skating Academy 2008 - 2011
Skills
Proficient in Microsoft..., Play Collegiate Hockey, Member of Toastmasters, National Institute of..., Outgoing and easy to..., Good sense of humor, Project Management, Finance, Analysis, Networking, Strategic Financial..., Investments, Social Networking, Financial Planning, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Time Management, Microsoft Word, Social Media, Leadership
Education
Marist College 2011 — 2015
Bachelor’s Degree, Major in Finance, Minor in Economics
Marist College 2011 — 2015
Bachelor of Science (B.S.), Finance, and Economics
Lily Hubbard Lily Hubbard's Merrill Lynch Experience 2000 - 2009
Job Leadership Development
Industry Professional Training & Coaching
Experience
Rapport Leadership International January 2010 - Present
Tate Management, LLC September 2008 - Present
Merrill Lynch 2000 - 2009
Education
Marquette University 2010 — 2011
non degree program, Future Milwaukee Program
University of Illinois at Urbana-Champaign 1989 — 1991
Costume Design
University of Wisconsin-Stevens Point 1987 — 1989
BA, Theatre
Rapport Leadership International January 2010 - Present
Tate Management, LLC September 2008 - Present
Merrill Lynch 2000 - 2009
Education
Marquette University 2010 — 2011
non degree program, Future Milwaukee Program
University of Illinois at Urbana-Champaign 1989 — 1991
Costume Design
University of Wisconsin-Stevens Point 1987 — 1989
BA, Theatre
Brooks Tucker Brooks Tucker's Merrill Lynch Experience May 1992 - August 1995
Job at United States Senate
Industry Legislative Office
Experience
U.S. Senate June 2010 - Present
United States Marine Corps January 1988 - June 2013
The United States Senate January 2010 - June 2010
US Marine Corps October 2008 - December 2009
Deutsche Bank July 1998 - September 2008
First Union Securities September 1996 - July 1998
Merrill Lynch May 1992 - August 1995
Skills
National Security, Military, Leadership, Intelligence, Private Investigations, Training, Tactics, Security Clearance, Policy, Intelligence Analysis, Strategy, Military Experience, Operational Planning, Command, International Relations, DoD, Government, Special Operations, Defense, Afghanistan, Top Secret, Homeland Security, Navy, Counterinsurgency, Military Operations, Counterterrorism, Community Outreach, Force Protection, Organizational..., Federal Government, Army, Weapons
Education
Marine Corps University 2006 — 2007
Marine Corps Command and Staff College
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2007
Summer Study, National Security Policy
University of Maryland College Park 1983 — 1987
BA, English
Severn School 1977 — 1983
National Outdoor Leadership School 1981 — 1982
Small group leadership skills in a wilderness environment, Advanced mountaineering skills
U.S. Senate June 2010 - Present
United States Marine Corps January 1988 - June 2013
The United States Senate January 2010 - June 2010
US Marine Corps October 2008 - December 2009
Deutsche Bank July 1998 - September 2008
First Union Securities September 1996 - July 1998
Merrill Lynch May 1992 - August 1995
Skills
National Security, Military, Leadership, Intelligence, Private Investigations, Training, Tactics, Security Clearance, Policy, Intelligence Analysis, Strategy, Military Experience, Operational Planning, Command, International Relations, DoD, Government, Special Operations, Defense, Afghanistan, Top Secret, Homeland Security, Navy, Counterinsurgency, Military Operations, Counterterrorism, Community Outreach, Force Protection, Organizational..., Federal Government, Army, Weapons
Education
Marine Corps University 2006 — 2007
Marine Corps Command and Staff College
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2007
Summer Study, National Security Policy
University of Maryland College Park 1983 — 1987
BA, English
Severn School 1977 — 1983
National Outdoor Leadership School 1981 — 1982
Small group leadership skills in a wilderness environment, Advanced mountaineering skills
Lynn Amato's Merrill Lynch Experience November 2003 - May 2008
Job Marketing Director JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2008 - Present
Merrill Lynch November 2003 - May 2008
Creative Marketing Alliance November 1996 - November 2003
Skills
New Business Development, Event Planning, Project Management, Marketing Strategy, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Strategic Planning, Product Marketing, Online Advertising, Market Research, Marketing, Advertising
Education
Marist College 1992 — 1996
BA, Dual Concentration: Communications and PR
JPMorgan Chase May 2008 - Present
Merrill Lynch November 2003 - May 2008
Creative Marketing Alliance November 1996 - November 2003
Skills
New Business Development, Event Planning, Project Management, Marketing Strategy, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Strategic Planning, Product Marketing, Online Advertising, Market Research, Marketing, Advertising
Education
Marist College 1992 — 1996
BA, Dual Concentration: Communications and PR
Yunus Ozsomer's Merrill Lynch Experience 2007 - 2009
Job Director, Volatility Trading at Deutsche Bank Commodities
Industry Capital Markets
Experience
Deutsche Bank September 2013 - Present
NextEra Energy Resources 2012 - August 2013
NextEra Energy Resources May 2009 - August 2013
Merrill Lynch 2007 - 2009
Lehman Brothers 2005 - 2007
PSEG Power 2002 - 2005
Williams Company 2001 - 2002
ZE PowerGroup 1999 - 2001
Skills
Commodity Markets, Commodity, Hedging, Trading, Trading Systems, Energy Markets, Options, Quantitative Finance, Derivatives, Financial Structuring, Swaps, Structured Finance, Proprietary Trading, Trading Strategies, Structured Products, Market Risk, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Volatility Trading, Commodity Risk..., Financial Markets, Technical Analysis, Quantitative Analytics, Finance, Financial Modeling, Risk Management, Valuation, Volatility
Education
Marmara University
BBA, Economics
Simon Fraser University
Masters, Financial Economics
Deutsche Bank September 2013 - Present
NextEra Energy Resources 2012 - August 2013
NextEra Energy Resources May 2009 - August 2013
Merrill Lynch 2007 - 2009
Lehman Brothers 2005 - 2007
PSEG Power 2002 - 2005
Williams Company 2001 - 2002
ZE PowerGroup 1999 - 2001
Skills
Commodity Markets, Commodity, Hedging, Trading, Trading Systems, Energy Markets, Options, Quantitative Finance, Derivatives, Financial Structuring, Swaps, Structured Finance, Proprietary Trading, Trading Strategies, Structured Products, Market Risk, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Volatility Trading, Commodity Risk..., Financial Markets, Technical Analysis, Quantitative Analytics, Finance, Financial Modeling, Risk Management, Valuation, Volatility
Education
Marmara University
BBA, Economics
Simon Fraser University
Masters, Financial Economics
David Restiano's Merrill Lynch Experience March 2006 - January 2009
Job Senior Online Designer at Bank of America
Industry Internet
Experience
Bank of America March 2009 - Present
Merrill Lynch March 2006 - January 2009
AT&T February 2000 - December 2005
Skills
Flash, Motion Graphics, Video, Illustration, User Interface Design, User Experience, Information Architecture, Interaction Design, Web Design, Creative Direction, Adobe Creative Suite, Dreamweaver, Illustrator, Photoshop, Corporate Branding, Art Direction, Digital Marketing, Branding & Identity
Education
Marist College 1992 — 1996
Fine Arts, Painting, Illustration and Digital Design
Marist College 1992 — 1996
Fine and Studio Arts
Bank of America March 2009 - Present
Merrill Lynch March 2006 - January 2009
AT&T February 2000 - December 2005
Skills
Flash, Motion Graphics, Video, Illustration, User Interface Design, User Experience, Information Architecture, Interaction Design, Web Design, Creative Direction, Adobe Creative Suite, Dreamweaver, Illustrator, Photoshop, Corporate Branding, Art Direction, Digital Marketing, Branding & Identity
Education
Marist College 1992 — 1996
Fine Arts, Painting, Illustration and Digital Design
Marist College 1992 — 1996
Fine and Studio Arts
Elizabeth (Lippert) Homme's Merrill Lynch Experience March 2005 - September 2006
Job Spanish & Math Teacher Middle School at Incarnate Word Academy
Industry Primary/Secondary Education
Experience
Incarnate Word Academy August 2012 - Present
Old Dominion University January 2010 - May 2012
Sustainable Resources Center December 2007 - September 2009
Ministry of Education - Madrid - Valdemoro, Spain October 2006 - June 2007
Merrill Lynch March 2005 - September 2006
Skills
Leadership, Spanish, English
Education
Old Dominion University 2010 — 2012
MSEd, Education
Marquette University 2000 — 2004
BA, Spanish, History
Universidad Complutense de Madrid 2002 — 2003
Incarnate Word Academy August 2012 - Present
Old Dominion University January 2010 - May 2012
Sustainable Resources Center December 2007 - September 2009
Ministry of Education - Madrid - Valdemoro, Spain October 2006 - June 2007
Merrill Lynch March 2005 - September 2006
Skills
Leadership, Spanish, English
Education
Old Dominion University 2010 — 2012
MSEd, Education
Marquette University 2000 — 2004
BA, Spanish, History
Universidad Complutense de Madrid 2002 — 2003
Michael Baltazar's Merrill Lynch Experience April 2000 - Present
Job Vice President at Merrill Lynch
Industry Computer Software
Experience
Merrill Lynch April 2000 - Present
Lufthansa Cargo May 1991 - April 2000
Headstrong June 1989 - May 1991
Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, Unix, Vendor Management, Requirements Gathering, IT Strategy, User Acceptance Testing, Oracle, Business Intelligence, Enterprise Architecture, Project Management, SOA
Education
Mapua Institute of Technology 1984 — 1989
BS, Computer Engineering
St Joseph's School 1980 — 1984
Merrill Lynch April 2000 - Present
Lufthansa Cargo May 1991 - April 2000
Headstrong June 1989 - May 1991
Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, Unix, Vendor Management, Requirements Gathering, IT Strategy, User Acceptance Testing, Oracle, Business Intelligence, Enterprise Architecture, Project Management, SOA
Education
Mapua Institute of Technology 1984 — 1989
BS, Computer Engineering
St Joseph's School 1980 — 1984
art calvelo's Merrill Lynch Experience August 1997 - July 1998
Job lake forest
Industry Hospital & Health Care
Experience
interim technology 1998 - 2000
merrill lynch August 1997 - July 1998
saks fifth avenue June 1995 - July 1997
kmart 1989 - 1995
Education
Mapua Institute of Technology 1979 — 1984
ece, engineering
Mapua Institute of Technology 1979 — 1983
St. Andrew's School 1975 — 1979
high school, high school
interim technology 1998 - 2000
merrill lynch August 1997 - July 1998
saks fifth avenue June 1995 - July 1997
kmart 1989 - 1995
Education
Mapua Institute of Technology 1979 — 1984
ece, engineering
Mapua Institute of Technology 1979 — 1983
St. Andrew's School 1975 — 1979
high school, high school
Gomathi Gopalakrishnan's Merrill Lynch Experience 2005 - 2006
Job Associate at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman October 2007 - Present
blackrock solutions 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Fund Accounting, Fixed Income, Corporate Actions, Autosys, SDLC, Equities, Financial Services, Securities, Project Management, Oracle, Bloomberg, Requirements Analysis, Software Project..., Trading Systems, Alternative Investments, Derivatives, Mutual Funds
Education
Manonmaniam Sundaranar University 1994 — 1998
Brown Brothers Harriman October 2007 - Present
blackrock solutions 2006 - 2007
Merrill Lynch 2005 - 2006
Skills
Fund Accounting, Fixed Income, Corporate Actions, Autosys, SDLC, Equities, Financial Services, Securities, Project Management, Oracle, Bloomberg, Requirements Analysis, Software Project..., Trading Systems, Alternative Investments, Derivatives, Mutual Funds
Education
Manonmaniam Sundaranar University 1994 — 1998
Ljilja Hubbard's Merrill Lynch Experience 2008 - 2008
Job Client Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Tate Enterprise, LLC September 2008 - Present
Rapport Leadership International September 2010 - March 2012
Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch April 2002 - 2004
Merrill Lynch March 2000 - April 2002
Skills
Change Management, Nonprofits, Coaching, Training, Public Speaking, Leadership, Management, Sales, Marketing, Leadership Development, Organizational..., Team Building, Interviews, Strategic Planning, Recruiting, Customer Service
Education
Marquette University 2010 — 2011
non-degree program, Future Milwaukee Program
University of Wisconsin-Stevens Point 1987 — 2000
Bachelor of Arts (B.A.), Technical Theatre/Theatre Design and Technology
Bank of America Merrill Lynch October 2012 - Present
Tate Enterprise, LLC September 2008 - Present
Rapport Leadership International September 2010 - March 2012
Merrill Lynch 2008 - 2008
Merrill Lynch 2006 - 2008
Merrill Lynch 2004 - 2006
Merrill Lynch April 2002 - 2004
Merrill Lynch March 2000 - April 2002
Skills
Change Management, Nonprofits, Coaching, Training, Public Speaking, Leadership, Management, Sales, Marketing, Leadership Development, Organizational..., Team Building, Interviews, Strategic Planning, Recruiting, Customer Service
Education
Marquette University 2010 — 2011
non-degree program, Future Milwaukee Program
University of Wisconsin-Stevens Point 1987 — 2000
Bachelor of Arts (B.A.), Technical Theatre/Theatre Design and Technology
Lucas Pisarczyk's Merrill Lynch Experience June 2000 - June 2006
Job Finance at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2006 - Present
Merrill Lynch June 2000 - June 2006
US Trust January 1999 - June 2000
Education
Marist College 1993 — 1997
B.S., International Business
Deutsche Bank June 2006 - Present
Merrill Lynch June 2000 - June 2006
US Trust January 1999 - June 2000
Education
Marist College 1993 — 1997
B.S., International Business
Dave Creagan's Merrill Lynch Experience July 1981 - July 2011
Job Director US Sales at BATS Exchange
Industry Investment Banking
Experience
Bats Exchange October 2011 - Present
Merrill Lynch July 1981 - July 2011
ABN AMRO June 1997 - May 2004
Chicago Board Options Exchange 1981 - 2004
Chicago Corp. 1981 - 1997
Skills
Customer Service, Options, Trading Systems, Trading, Equities, Series 7, Derivatives, Securities, Financial Markets, Series 63, Commodity, Hedge Funds, Risk Management, Capital Markets, Bloomberg, Investments, Portfolio Management, FX Options, Fixed Income, Electronic Trading, Stocks
Education
Marquette University 1977 — 1981
Bats Exchange October 2011 - Present
Merrill Lynch July 1981 - July 2011
ABN AMRO June 1997 - May 2004
Chicago Board Options Exchange 1981 - 2004
Chicago Corp. 1981 - 1997
Skills
Customer Service, Options, Trading Systems, Trading, Equities, Series 7, Derivatives, Securities, Financial Markets, Series 63, Commodity, Hedge Funds, Risk Management, Capital Markets, Bloomberg, Investments, Portfolio Management, FX Options, Fixed Income, Electronic Trading, Stocks
Education
Marquette University 1977 — 1981
Kevin Gagnon's Merrill Lynch Experience 1978 - 1984
Job Vice President, Cape Cod Realtor/Broker at Foley Premier Properties
Industry Real Estate
Experience
Foley Real Estate January 2001 - Present
Independant Consultant 1992 - 2001
American Skiing Company 1992 - 2000
Blue Cross & Blue Shield of Massachusetts 1986 - 1992
E. F. Hutton, Inc. 1984 - 1986
Merrill Lynch 1978 - 1984
EDS 1977 - 1978
Skills
Real Estate, Sellers, Buyer Representation, First Time Home Buyers, Condos, Single Family Homes, Luxury, Short Sales, Investment Properties, ABR, Foreclosures, Real Estate Transactions, Relocation, Listings, Waterfront, Seniors, Buyers, FHA, Mortgage Lending, Residential Homes, Selling, Vacation Homes, e-PRO, Sales
Education
Suffolk University - Sawyer Business School 1976 — 1977
MBA, Finance & Marketing
Providence College 1974 — 1976
BS, Management
Providence College 1974 — 1976
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Marquette University 1971 — 1973
Transfered, Economics
Foley Real Estate January 2001 - Present
Independant Consultant 1992 - 2001
American Skiing Company 1992 - 2000
Blue Cross & Blue Shield of Massachusetts 1986 - 1992
E. F. Hutton, Inc. 1984 - 1986
Merrill Lynch 1978 - 1984
EDS 1977 - 1978
Skills
Real Estate, Sellers, Buyer Representation, First Time Home Buyers, Condos, Single Family Homes, Luxury, Short Sales, Investment Properties, ABR, Foreclosures, Real Estate Transactions, Relocation, Listings, Waterfront, Seniors, Buyers, FHA, Mortgage Lending, Residential Homes, Selling, Vacation Homes, e-PRO, Sales
Education
Suffolk University - Sawyer Business School 1976 — 1977
MBA, Finance & Marketing
Providence College 1974 — 1976
BS, Management
Providence College 1974 — 1976
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Marquette University 1971 — 1973
Transfered, Economics
Maria Marks's Merrill Lynch Experience 1990 - 2000
Job Regional Compliance Manager
Industry Financial Services
Experience
The Ayco Company May 2008 - Present
FINRA (formerly NASD) June 2000 - April 2008
Merrill Lynch 1990 - 2000
Skills
Operations, Operations Management, Investment Advisory, Series 7, Series 66, Series 24, FINRA, Securities Regulation
Education
Marquette University 1975 — 1979
Bachelor of Science, Speech
The Ayco Company May 2008 - Present
FINRA (formerly NASD) June 2000 - April 2008
Merrill Lynch 1990 - 2000
Skills
Operations, Operations Management, Investment Advisory, Series 7, Series 66, Series 24, FINRA, Securities Regulation
Education
Marquette University 1975 — 1979
Bachelor of Science, Speech
Joe Warda's Merrill Lynch Experience 2004 - 2004
Job Project Manager at Newedge USA LLC
Industry Financial Services
Experience
Newedge USA LLC March 2010 - Present
Newedge September 2007 - March 2010
UBS Investment Bank 2006 - 2007
ABN AMRO Futures June 2004 - October 2006
Merrill Lynch 2004 - 2004
ABN AMRO Sage Corp. 1997 - 2004
Education
Marquette University
Newedge USA LLC March 2010 - Present
Newedge September 2007 - March 2010
UBS Investment Bank 2006 - 2007
ABN AMRO Futures June 2004 - October 2006
Merrill Lynch 2004 - 2004
ABN AMRO Sage Corp. 1997 - 2004
Education
Marquette University
Judy Guerrero's Merrill Lynch Experience November 2000 - July 2001
Job Senior IT Developer for Advisory at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2003 - Present
Merrill Lynch November 2000 - July 2001
MCI Worldcom September 1998 - November 2000
Lehman Brothers September 1997 - September 1998
Standard Chartered Bank, Singapore June 1996 - July 1997
Overseas Union Bank, Singapore December 1993 - June 1996
Jardine CMG Life, Philippines 1989 - 1993
Skills
Software Development, SQL, SDLC, Business Analysis, DB2, Requirements Analysis, Visio, Software Project..., Requirements Gathering, XML, COBOL
Education
Mapua Institute of Technology 1993 — 1998
Computer Engineering
Morgan Stanley November 2003 - Present
Merrill Lynch November 2000 - July 2001
MCI Worldcom September 1998 - November 2000
Lehman Brothers September 1997 - September 1998
Standard Chartered Bank, Singapore June 1996 - July 1997
Overseas Union Bank, Singapore December 1993 - June 1996
Jardine CMG Life, Philippines 1989 - 1993
Skills
Software Development, SQL, SDLC, Business Analysis, DB2, Requirements Analysis, Visio, Software Project..., Requirements Gathering, XML, COBOL
Education
Mapua Institute of Technology 1993 — 1998
Computer Engineering
Gary Rosenberger's Merrill Lynch Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Home team Equity January 2007 - March 2013
Merrill Lynch 2004 - 2006
Countrywide Home Loans 1998 - 2004
Countrywide Correspondent Lending 1998 - 2004
Countywide Home Loans 1998 - 2004
GE Capital Mortgage Corp 1988 - 1997
GE Capital Mortgage Services 1988 - 1997
MGIC 1979 - 1988
Skills
Financial Risk, Mortgage Lending, Correspondent Banking, Series 63, Operational Risk..., Commercial Lending, Banking, Loss Mitigation, Mortgage Servicing, Capital Markets, Mortgage Banking, Securities, Funding
Education
Marquette University 1974 — 1978
Home team Equity January 2007 - March 2013
Merrill Lynch 2004 - 2006
Countrywide Home Loans 1998 - 2004
Countrywide Correspondent Lending 1998 - 2004
Countywide Home Loans 1998 - 2004
GE Capital Mortgage Corp 1988 - 1997
GE Capital Mortgage Services 1988 - 1997
MGIC 1979 - 1988
Skills
Financial Risk, Mortgage Lending, Correspondent Banking, Series 63, Operational Risk..., Commercial Lending, Banking, Loss Mitigation, Mortgage Servicing, Capital Markets, Mortgage Banking, Securities, Funding
Education
Marquette University 1974 — 1978
Ronaldo Galang, PMP's Merrill Lynch Experience May 1997 - December 2007
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase November 2008 - Present
Merrill Lynch May 1997 - December 2007
Ann Taylor October 1993 - May 1997
Housing and Development Board in Singapore December 1992 - October 1993
Sarte, Teodoro and Associates in Philippines September 1991 - November 1992
Education
Mapua Institute of Technology 1986 — 1991
Bachelor of Science in Computer Engineering, Computer Science and Engineering
JPMorgan Chase November 2008 - Present
Merrill Lynch May 1997 - December 2007
Ann Taylor October 1993 - May 1997
Housing and Development Board in Singapore December 1992 - October 1993
Sarte, Teodoro and Associates in Philippines September 1991 - November 1992
Education
Mapua Institute of Technology 1986 — 1991
Bachelor of Science in Computer Engineering, Computer Science and Engineering
Shekhar Ramamurthy's Merrill Lynch Experience 2005 - September 2013
Job Sr. Java Developer
Industry Information Technology and Services
Experience
Barclays Investment Bank October 2014 - Present
trueEX Group LLC May 2014 - October 2014
RBC Capital Markets September 2013 - April 2014
Merrill Lynch 2005 - September 2013
Aquila 2002 - 2005
Skills
SDLC, Requirements Analysis, SOA, Agile Methodologies, Business Analysis, Java Enterprise Edition, Java, Hibernate, Unix, Software Project..., JDBC, Oracle, SQL, Web Services, XML, PMP, Enterprise Architecture, Software Development, Tomcat, Financial Analysis, Prime Brokerage, Core Java, Multithreaded..., Object Oriented Software, GWT, WebSphere Message Broker, C++, JSP, Servlets, J2EE Application..., MySQL, XSLT, UML, Design Patterns, HTML, Spring Framework, Python, Gigaspaces
Education
Manipal Institute of Technology 2004 — 2007
Master of Business Administration (MBA), Information Technology
Barclays Investment Bank October 2014 - Present
trueEX Group LLC May 2014 - October 2014
RBC Capital Markets September 2013 - April 2014
Merrill Lynch 2005 - September 2013
Aquila 2002 - 2005
Skills
SDLC, Requirements Analysis, SOA, Agile Methodologies, Business Analysis, Java Enterprise Edition, Java, Hibernate, Unix, Software Project..., JDBC, Oracle, SQL, Web Services, XML, PMP, Enterprise Architecture, Software Development, Tomcat, Financial Analysis, Prime Brokerage, Core Java, Multithreaded..., Object Oriented Software, GWT, WebSphere Message Broker, C++, JSP, Servlets, J2EE Application..., MySQL, XSLT, UML, Design Patterns, HTML, Spring Framework, Python, Gigaspaces
Education
Manipal Institute of Technology 2004 — 2007
Master of Business Administration (MBA), Information Technology
Kiran Nelluri's Merrill Lynch Experience 2004 - 2005
Job AVP at BNY Convergex
Industry Computer Software
Experience
The Bank of New York 2006 - Present
Moodys 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Equity Research, Trading Systems, Post Trade Applications, Commission Management, .NET, C#, ASP.NET, Microsoft SQL Server, Web Services, WCF, VB.NET
Education
Manipal Institute of Technology
Masters in InformationTechnology
The Bank of New York 2006 - Present
Moodys 2005 - 2006
Merrill Lynch 2004 - 2005
Skills
Equity Research, Trading Systems, Post Trade Applications, Commission Management, .NET, C#, ASP.NET, Microsoft SQL Server, Web Services, WCF, VB.NET
Education
Manipal Institute of Technology
Masters in InformationTechnology
Lakshmanan Shanmugavel's Merrill Lynch Experience 2008 - 2009
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America October 2010 - Present
DATA Inc January 2008 - October 2010
Merrill Lynch 2008 - 2009
MCS Global Ltd January 2007 - January 2008
Satyam Computer services Limited March 2001 - December 2006
Education
Manonmaniam Sundaranar University 1994 — 1998
B.E, Electrical and Electronics
Bank of America October 2010 - Present
DATA Inc January 2008 - October 2010
Merrill Lynch 2008 - 2009
MCS Global Ltd January 2007 - January 2008
Satyam Computer services Limited March 2001 - December 2006
Education
Manonmaniam Sundaranar University 1994 — 1998
B.E, Electrical and Electronics
Joe Stoll's Merrill Lynch Experience January 1974 - December 2002
Job Experienced Merrill Lynch Resident Office Manager and Financial Advisor
Industry Investment Management
Experience
Merrill Lynch January 1974 - December 2002
Merrill Lynch Investment Managers 1974 - December 2002
Harley Davidson Motor Company June 1966 - May 1971
Skills
Economics, Investments, Wealth Management, Series 7, Asset Allocation, Series 63, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income, Equities, Financial Analysis, Asset Managment, Retirement Planning, Strategic Financial..., Due Diligence, Equity Research, Financial Modeling, Risk Management, Insurance, Corporate Finance, Capital Markets, Securities, Asset Management, Financial Markets, Hedge Funds, Investment Banking, Investment Management, Options, Investment Strategies, ETFs, Venture Capital, Bonds, Investment Advisory, 401k, Bloomberg, Estate Planning, Private Equity, Mergers & Acquisitions, FINRA, Financial Advisory, Banking, Structured Products, Derivatives, Equity Valuation, Bloomberg Terminal, Series 24
Education
Marquette University 1959 — 1971
Bachelor of Science, Engineering & Industrial Management
Marquette University High School 1955 — 1959
Merrill Lynch January 1974 - December 2002
Merrill Lynch Investment Managers 1974 - December 2002
Harley Davidson Motor Company June 1966 - May 1971
Skills
Economics, Investments, Wealth Management, Series 7, Asset Allocation, Series 63, Alternative Investments, Portfolio Management, Mutual Funds, Fixed Income, Equities, Financial Analysis, Asset Managment, Retirement Planning, Strategic Financial..., Due Diligence, Equity Research, Financial Modeling, Risk Management, Insurance, Corporate Finance, Capital Markets, Securities, Asset Management, Financial Markets, Hedge Funds, Investment Banking, Investment Management, Options, Investment Strategies, ETFs, Venture Capital, Bonds, Investment Advisory, 401k, Bloomberg, Estate Planning, Private Equity, Mergers & Acquisitions, FINRA, Financial Advisory, Banking, Structured Products, Derivatives, Equity Valuation, Bloomberg Terminal, Series 24
Education
Marquette University 1959 — 1971
Bachelor of Science, Engineering & Industrial Management
Marquette University High School 1955 — 1959
Colin Martin's Merrill Lynch Experience September 2005 - January 2006
Job Odeon Capital Group Fixed Income Sales
Industry Banking
Experience
Odeon Capital Group LLC May 2011 - Present
PCS Research March 2009 - June 2011
Triathlon Consulting Group 2008 - 2011
Triathlon Consulting Group 2008 - 2011
Brown Advisory April 2007 - January 2008
Compensation Risk Managers March 2006 - July 2006
Merrill Lynch September 2005 - January 2006
Skills
Investments, Portfolio Management, Fixed Income, Structured Products, Equity Research, Wealth Management, Entrepreneurship, Analysis, Sales, Bloomberg, Equities, Financial Advisory, Series 7, Hedge Funds, Series 63
Education
Marist College 2004 — 2008
B.S., Business Administration
Arlington High School
Odeon Capital Group LLC May 2011 - Present
PCS Research March 2009 - June 2011
Triathlon Consulting Group 2008 - 2011
Triathlon Consulting Group 2008 - 2011
Brown Advisory April 2007 - January 2008
Compensation Risk Managers March 2006 - July 2006
Merrill Lynch September 2005 - January 2006
Skills
Investments, Portfolio Management, Fixed Income, Structured Products, Equity Research, Wealth Management, Entrepreneurship, Analysis, Sales, Bloomberg, Equities, Financial Advisory, Series 7, Hedge Funds, Series 63
Education
Marist College 2004 — 2008
B.S., Business Administration
Arlington High School
Eric Casimiro's Merrill Lynch Experience May 2009 - November 2010
Job at
Industry Information Technology and Services
Experience
UBS Financial Services November 2010 - Present
Merrill Lynch May 2009 - November 2010
UBS Wealth Management October 2007 - April 2009
Merrill Lynch December 2005 - September 2007
Deutsche Bank 1999 - 2005
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Skills
DB2, SQL, Analysis, COBOL, Mainframe, Systems Analysis, Testing, Project Management, CICS, PMP, VSAM, SDLC, WebSphere MQ, Requirements Gathering, IBM Mainframe, Requirements Analysis, Business Analysis, Databases
Education
Mapua Institute of Technology 1979 — 1984
BS Civil Engineering
UBS Financial Services November 2010 - Present
Merrill Lynch May 2009 - November 2010
UBS Wealth Management October 2007 - April 2009
Merrill Lynch December 2005 - September 2007
Deutsche Bank 1999 - 2005
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Software Ventures International 1988 - 1990
Skills
DB2, SQL, Analysis, COBOL, Mainframe, Systems Analysis, Testing, Project Management, CICS, PMP, VSAM, SDLC, WebSphere MQ, Requirements Gathering, IBM Mainframe, Requirements Analysis, Business Analysis, Databases
Education
Mapua Institute of Technology 1979 — 1984
BS Civil Engineering
Ajay Kamath's Merrill Lynch Experience December 2003 - May 2009
Job SVP at Citigroup
Industry Computer Software
Experience
Citi January 2011 - Present
Open Systems Technologies May 2008 - April 2013
Open Systems Technologies May 2008 - April 2013
RBC Capital Markets May 2009 - January 2011
Merrill Lynch December 2003 - May 2009
Tata Consultancy Services 2003 - 2008
Skills
Options, Electronic Trading
Education
Manipal Institute of Technology 1996 — 2000
B.E, Computer Science
Citi January 2011 - Present
Open Systems Technologies May 2008 - April 2013
Open Systems Technologies May 2008 - April 2013
RBC Capital Markets May 2009 - January 2011
Merrill Lynch December 2003 - May 2009
Tata Consultancy Services 2003 - 2008
Skills
Options, Electronic Trading
Education
Manipal Institute of Technology 1996 — 2000
B.E, Computer Science
Patricia Santoro's Merrill Lynch Experience 2002 - 2003
Job Senior Vice President, Prime Finance Project Management
Industry Financial Services
Experience
Citi August 2011 - Present
Citi June 2010 - August 2011
DTCC October 2008 - May 2010
Lehman Brothers, Inc 2005 - 2008
Morgan Stanley 2003 - 2005
Merrill Lynch 2002 - 2003
Riverside Financial Group 2001 - 2002
Skills
Series 7, Derivatives, Credit Derivatives, Interest Rate..., Equity Derivatives, Clearing, Series 63, Business Relationship..., Dodd-Frank, OTC, Clearing Houses, FX Derivatives, Capital Markets
Education
Marist College 1997 — 2001
Bachelor of Science, Business Admin- Finance
Citi August 2011 - Present
Citi June 2010 - August 2011
DTCC October 2008 - May 2010
Lehman Brothers, Inc 2005 - 2008
Morgan Stanley 2003 - 2005
Merrill Lynch 2002 - 2003
Riverside Financial Group 2001 - 2002
Skills
Series 7, Derivatives, Credit Derivatives, Interest Rate..., Equity Derivatives, Clearing, Series 63, Business Relationship..., Dodd-Frank, OTC, Clearing Houses, FX Derivatives, Capital Markets
Education
Marist College 1997 — 2001
Bachelor of Science, Business Admin- Finance
MaryEllen Minze-Sparno's Merrill Lynch Experience December 1988 - December 2001
Job Owner at Carpe Diem Personal Training
Industry Health, Wellness and Fitness
Experience
Carpe Diem Personal Training September 2007 - Present
PTS January 2004 - Present
Merrill Lynch December 1988 - December 2001
Skills
Rehabilitation..., Nutritional Counseling, Team Building, Personal Training, Management, Strategic Planning, Public Speaking, Social Networking
Education
Pace University School of Law 1981 — 1984
JD, Law
Marist College 1977 — 1981
BS, Business Administration
St. Edmund HS
Carpe Diem Personal Training September 2007 - Present
PTS January 2004 - Present
Merrill Lynch December 1988 - December 2001
Skills
Rehabilitation..., Nutritional Counseling, Team Building, Personal Training, Management, Strategic Planning, Public Speaking, Social Networking
Education
Pace University School of Law 1981 — 1984
JD, Law
Marist College 1977 — 1981
BS, Business Administration
St. Edmund HS
Bob Zieser's Merrill Lynch Experience April 1989 - April 2002
Job Vice President at Ascensus
Industry Consumer Services
Experience
Ascensus December 2013 - Present
Ascensus September 2005 - December 2013
ACS (f/k/a Mellon HR Solutions) April 2002 - September 2005
Merrill Lynch April 1989 - April 2002
Skills
401k, Mutual Funds, Financial Services, Securities, Retirement, Leadership, Team Building, Retirement Planning, Risk Management, Relationship Management, Investments, Business Analysis, Employee Benefits, Pensions, Insurance, Project Management, Asset Managment, Asset Management
Education
Marquette University 1984 — 1988
BA, Economics
Bishop Ahr 1981 — 1984
St Thomas Aquinas 1981 — 1984
Ascensus December 2013 - Present
Ascensus September 2005 - December 2013
ACS (f/k/a Mellon HR Solutions) April 2002 - September 2005
Merrill Lynch April 1989 - April 2002
Skills
401k, Mutual Funds, Financial Services, Securities, Retirement, Leadership, Team Building, Retirement Planning, Risk Management, Relationship Management, Investments, Business Analysis, Employee Benefits, Pensions, Insurance, Project Management, Asset Managment, Asset Management
Education
Marquette University 1984 — 1988
BA, Economics
Bishop Ahr 1981 — 1984
St Thomas Aquinas 1981 — 1984
Joe Davey's Merrill Lynch Experience July 2007 - September 2010
Job Senior Software Engineer
Industry Computer Software
Experience
Bloomberg LP April 2015 - Present
Goldman Sachs September 2010 - March 2015
Merrill Lynch July 2007 - September 2010
IBM 2006 - 2007
Education
Marist College 2006 — 2007
M.S., Computer Science
Marist College 2002 — 2006
B.S., Computer Science and Mathematics
Bloomberg LP April 2015 - Present
Goldman Sachs September 2010 - March 2015
Merrill Lynch July 2007 - September 2010
IBM 2006 - 2007
Education
Marist College 2006 — 2007
M.S., Computer Science
Marist College 2002 — 2006
B.S., Computer Science and Mathematics
James Hanvey's Merrill Lynch Experience August 1983 - August 1985
Job Lieutenant Commander Detective Squad NYPD
Industry Law Enforcement
Experience
NYPD Detective Borough Bronx September 2013 - Present
NYPD September 2010 - Present
NYPD 1993 - 2012
Aon November 1988 - August 1993
Refco November 1987 - November 1988
Arnhold and S. Bleichroeder August 1985 - November 1987
Merrill Lynch August 1983 - August 1985
Skills
Supervisory Skills, Investigations, Criminal Justice, Emergency Management, Law Enforcement, Police, Surveillance, Criminal Law, Criminal Investigations, Background Checks, Physical Security, Executive Protection, Protection, Homeland Security, Investigation, Security, Interrogation, Firearms, Enforcement, Asset Protection, Corporate Security, Counterterrorism, Crime Prevention, Crisis Management, Dignitary Protection, Evidence, Field Training, Fraud, Intelligence, Internal Investigations, Patrol, Personal Protection, Private Investigations, Public Safety, Risk Assessment, Security Management, Security Operations, Tactics, Access Control, Computer Forensics, Emergency Services, Tenacious Work Ethic
Education
Marist College 1979 — 1983
BS, Marketing
Cardinal Hayes High School
NYPD Detective Borough Bronx September 2013 - Present
NYPD September 2010 - Present
NYPD 1993 - 2012
Aon November 1988 - August 1993
Refco November 1987 - November 1988
Arnhold and S. Bleichroeder August 1985 - November 1987
Merrill Lynch August 1983 - August 1985
Skills
Supervisory Skills, Investigations, Criminal Justice, Emergency Management, Law Enforcement, Police, Surveillance, Criminal Law, Criminal Investigations, Background Checks, Physical Security, Executive Protection, Protection, Homeland Security, Investigation, Security, Interrogation, Firearms, Enforcement, Asset Protection, Corporate Security, Counterterrorism, Crime Prevention, Crisis Management, Dignitary Protection, Evidence, Field Training, Fraud, Intelligence, Internal Investigations, Patrol, Personal Protection, Private Investigations, Public Safety, Risk Assessment, Security Management, Security Operations, Tactics, Access Control, Computer Forensics, Emergency Services, Tenacious Work Ethic
Education
Marist College 1979 — 1983
BS, Marketing
Cardinal Hayes High School
Richard P. Kremer's Merrill Lynch Experience Small Business OwnerKremer Shoe CorporationMarch 1975 - November 1988
Job Vice President, CRPC®,Senior Financial Advisor, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Small Business OwnerKremer Shoe CorporationMarch 1975 - November 1988
Education
Marietta College 1966 — 1970
BA, History, Political Science
Merrill Lynch Small Business OwnerKremer Shoe CorporationMarch 1975 - November 1988
Education
Marietta College 1966 — 1970
BA, History, Political Science
Matthew A. Rinaldi's Merrill Lynch Experience September 2008 - April 2009
Job Assist Vice President – Fixed Income Prime Brokerage CSR at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch April 2009 - November 2013
Merrill Lynch September 2008 - April 2009
JP Morgan Chase & Co. (Bear Stearns & Co.) July 2007 - September 2008
Skills
Fixed Income, Series 7, Series 63, Middle Office, Capital Markets, Bloomberg Terminal
Education
Marist College 2003 — 2007
Bachelor of Science, Finance
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch April 2009 - November 2013
Merrill Lynch September 2008 - April 2009
JP Morgan Chase & Co. (Bear Stearns & Co.) July 2007 - September 2008
Skills
Fixed Income, Series 7, Series 63, Middle Office, Capital Markets, Bloomberg Terminal
Education
Marist College 2003 — 2007
Bachelor of Science, Finance
James Waggett, CFA CAIA's Merrill Lynch Experience October 1999 - October 2002
Job Senior Fund Research Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2012 - Present
Sapient April 2012 - July 2012
Bank of America January 2005 - August 2011
Bank of America October 2002 - December 2004
Merrill Lynch October 1999 - October 2002
Skills
Portfolio Management, Global Asset Allocation, Private Wealth..., Alternative Investments, Investment Strategies, Investments, Pensions, Institutional, Private Banking, Wealth Management, Investment Advisory, Hedge Funds, Options, Capital Markets, Securities, Private Equity, Quantitative Analysis, Endowments, Due Diligence, ETFs, Retirement Planning, Industry Analysis, Financial Planning, Asset Allocation, Finance, Investment Management
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, FINANCE
Marquette University 1983 — 1987
BS, ENGINEERING - BIOMEDICAL
Fidelity Investments July 2012 - Present
Sapient April 2012 - July 2012
Bank of America January 2005 - August 2011
Bank of America October 2002 - December 2004
Merrill Lynch October 1999 - October 2002
Skills
Portfolio Management, Global Asset Allocation, Private Wealth..., Alternative Investments, Investment Strategies, Investments, Pensions, Institutional, Private Banking, Wealth Management, Investment Advisory, Hedge Funds, Options, Capital Markets, Securities, Private Equity, Quantitative Analysis, Endowments, Due Diligence, ETFs, Retirement Planning, Industry Analysis, Financial Planning, Asset Allocation, Finance, Investment Management
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, FINANCE
Marquette University 1983 — 1987
BS, ENGINEERING - BIOMEDICAL
Rupashi Jain's Merrill Lynch Experience 2004 - 2005
Job PMP Certified Project Manager
Industry Information Services
Experience
Bank of America April 2014 - Present
CitiGroup 2012 - 2013
Barclays Capital June 2009 - March 2012
Consultant March 2008 - March 2009
Quatrro Solutions February 2007 - December 2007
IBM Global Services July 2005 - September 2006
Merrill Lynch 2004 - 2005
Freddie Mac, Dun & Bradstreet, Travelers Insurance, GMAC-RFC January 2000 - June 2004
Skills
Business Analysis, Software Project..., Management, SDLC, Vendor Management, Requirements Analysis, IT Strategy, Data Warehousing, Leadership, Project Portfolio..., PMP, Business Intelligence, Risk Management, Requirements Gathering, PMO
Education
University of Southern California 2000 — 2001
M.S, Computer science
Manipal Institute of Technology 1995 — 1999
B.E, Computer Science
Convent of Jesus and Mary 1994 — 1994
High school, Science
Bank of America April 2014 - Present
CitiGroup 2012 - 2013
Barclays Capital June 2009 - March 2012
Consultant March 2008 - March 2009
Quatrro Solutions February 2007 - December 2007
IBM Global Services July 2005 - September 2006
Merrill Lynch 2004 - 2005
Freddie Mac, Dun & Bradstreet, Travelers Insurance, GMAC-RFC January 2000 - June 2004
Skills
Business Analysis, Software Project..., Management, SDLC, Vendor Management, Requirements Analysis, IT Strategy, Data Warehousing, Leadership, Project Portfolio..., PMP, Business Intelligence, Risk Management, Requirements Gathering, PMO
Education
University of Southern California 2000 — 2001
M.S, Computer science
Manipal Institute of Technology 1995 — 1999
B.E, Computer Science
Convent of Jesus and Mary 1994 — 1994
High school, Science
Dave Wellbrock's Merrill Lynch Experience 1991 - 2011
Job President at ChroLithix Corporation
Industry Retail
Experience
ChroLithix Earth Art March 2003 - Present
TIAA-CREF 2006 - 2014
Merrill Lynch 1991 - 2011
CR Bard 1985 - 1990
Skills
Sales, SDLC, Gems, Geology, Budgets, Business Analysis, Jewelry Design, New Business Development, Retail, Strategic Planning, Gold, Jewelry, Vendor Management, Databases, Sourcing, Gemology, Entrepreneurship, SQL, Inventory Management, Requirements Analysis, Minerals, Analysis, Team Building, Process Improvement, Management
Education
Gemological Institute of America (GIA) 2003 — 2007
Graduate, Gemology
Chubb Institute for Computer Technology 1977 — 1978
Graduate, Computer programming
Marietta College 1971 — 1975
BS, Geology
ChroLithix Earth Art March 2003 - Present
TIAA-CREF 2006 - 2014
Merrill Lynch 1991 - 2011
CR Bard 1985 - 1990
Skills
Sales, SDLC, Gems, Geology, Budgets, Business Analysis, Jewelry Design, New Business Development, Retail, Strategic Planning, Gold, Jewelry, Vendor Management, Databases, Sourcing, Gemology, Entrepreneurship, SQL, Inventory Management, Requirements Analysis, Minerals, Analysis, Team Building, Process Improvement, Management
Education
Gemological Institute of America (GIA) 2003 — 2007
Graduate, Gemology
Chubb Institute for Computer Technology 1977 — 1978
Graduate, Computer programming
Marietta College 1971 — 1975
BS, Geology
Jacqueline Barrett's Merrill Lynch Experience August 2010 - May 2011
Job Associate at KKR
Industry Financial Services
Adrian Prosser's Merrill Lynch Experience June 2011 - January 2012
Job Managing Director at Realinvest | Noteinvest
Industry Real Estate
Experience
Realinvest Noteinvest November 2014 - July 2015
HowardAllan Capital February 2012 - November 2014
Merrill Lynch June 2011 - January 2012
Innovative Communication Corporation May 1998 - November 2007
Innovative Communication Corporation November 1999 - March 2004
The Corporate Council on Africa February 1997 - November 1997
Skills
Series 7, Strategic Planning, Marketing, Public Relations, Budgets, Public Speaking, Sales, Forecasting, Social Media, Project Management, Customer Service, Microsoft Excel, Microsoft Office, Corporate Finance, Strategic Partnerships, Mergers & Acquisitions, Strategy, Private Equity, Real Estate, Management, Investments, Team Building, Marketing Strategy, Business Strategy, Retail, Finance, Fundraising, Negotiation
Education
Marquette University 1992 — 1996
BA, Communications
Northwood University 2005 — 2005
Accounting and Marketing
Realinvest Noteinvest November 2014 - July 2015
HowardAllan Capital February 2012 - November 2014
Merrill Lynch June 2011 - January 2012
Innovative Communication Corporation May 1998 - November 2007
Innovative Communication Corporation November 1999 - March 2004
The Corporate Council on Africa February 1997 - November 1997
Skills
Series 7, Strategic Planning, Marketing, Public Relations, Budgets, Public Speaking, Sales, Forecasting, Social Media, Project Management, Customer Service, Microsoft Excel, Microsoft Office, Corporate Finance, Strategic Partnerships, Mergers & Acquisitions, Strategy, Private Equity, Real Estate, Management, Investments, Team Building, Marketing Strategy, Business Strategy, Retail, Finance, Fundraising, Negotiation
Education
Marquette University 1992 — 1996
BA, Communications
Northwood University 2005 — 2005
Accounting and Marketing
Stephen R Myers, CRPC®'s Merrill Lynch Experience June 2004 - January 2010
Job Financial Advisor at Myers Financial Group
Industry Financial Services
Experience
Myers Financial Group, LLC January 2010 - Present
Merrill Lynch June 2004 - January 2010
Skills
Asset Protection, Finance, Private Equity, Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning, Asset Allocation, Investments
Education
Marietta College 1970 — 1974
BA, Accounting
Marietta College 1970 — 1974
Bachelor's degree, Accounting
Myers Financial Group, LLC January 2010 - Present
Merrill Lynch June 2004 - January 2010
Skills
Asset Protection, Finance, Private Equity, Retirement, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning, Asset Allocation, Investments
Education
Marietta College 1970 — 1974
BA, Accounting
Marietta College 1970 — 1974
Bachelor's degree, Accounting
Darcie Scheuring's Merrill Lynch Experience December 2001 - Present
Job Vice President Wealth Management Advisor, CFP, CRPC at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2001 - Present
Skills
Certified Financial...
Education
University of St. Thomas 2003 — 2006
Master of Business Administration (M.B.A.), Finance
Marquette University 1996 — 2000
Bachelor's degree, Photography
Merrill Lynch December 2001 - Present
Skills
Certified Financial...
Education
University of St. Thomas 2003 — 2006
Master of Business Administration (M.B.A.), Finance
Marquette University 1996 — 2000
Bachelor's degree, Photography
Paty Susana's Merrill Lynch Experience January 2001 - January 2009
Job AVP, Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley April 2010 - October 2013
Merrill Lynch January 2001 - January 2009
Skills
Customer Retention, Private Wealth..., Series 7, Series 66, Series 9&10, Microsoft Office, Internal Communications, Team Management, Finance, Securities, Investments, Uniform Combined State..., Series 63, Wealth Management..., Fixed Income, Equities, Wealth Management, Portfolio Management, Asset Management
Education
Manhattanville College
Master of Science (MS), Business/Corporate Communications
Stony Brook University
Bachelor of Science (BS), Finance, General
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley April 2010 - October 2013
Merrill Lynch January 2001 - January 2009
Skills
Customer Retention, Private Wealth..., Series 7, Series 66, Series 9&10, Microsoft Office, Internal Communications, Team Management, Finance, Securities, Investments, Uniform Combined State..., Series 63, Wealth Management..., Fixed Income, Equities, Wealth Management, Portfolio Management, Asset Management
Education
Manhattanville College
Master of Science (MS), Business/Corporate Communications
Stony Brook University
Bachelor of Science (BS), Finance, General
Keith Klemowits, ASA's Merrill Lynch Experience May 2000 - August 2001
Job Managing Director Forensic & Valuation Services at Grant Thornton | Oil & Gas Industry, Energy, Manufacturing
Industry Financial Services
Experience
Grant Thornton LLP July 2010 - Present
Fiserv February 2010 - August 2010
American Appraisal Associates December 2001 - May 2009
Merrill Lynch May 2000 - August 2001
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, Private Equity, Corporate Development, Mergers & Acquisitions, Financial Reporting, Finance, Due Diligence, DCF, Investment Banking, Restructuring
Education
Marquette University 1997 — 2000
MBA, Finance
University of Wisconsin-Milwaukee 1993 — 1995
BS, Engineering
Grant Thornton LLP July 2010 - Present
Fiserv February 2010 - August 2010
American Appraisal Associates December 2001 - May 2009
Merrill Lynch May 2000 - August 2001
Skills
Valuation, Financial Modeling, Business Valuation, Financial Analysis, Corporate Finance, Private Equity, Corporate Development, Mergers & Acquisitions, Financial Reporting, Finance, Due Diligence, DCF, Investment Banking, Restructuring
Education
Marquette University 1997 — 2000
MBA, Finance
University of Wisconsin-Milwaukee 1993 — 1995
BS, Engineering
Christine Loewer's Merrill Lynch Experience 1989 - 1991
Job attorney at Law Office of Christine Loewer
Industry Law Practice
Experience
Law Office of Christine Norgle-Loewer January 2000 - Present
Raleigh & Cahill, P.C. June 1997 - January 2000
Stack & Filpi Chartered June 1994 - June 1997
Merrill Lynch 1989 - 1991
Skills
Civil Litigation, Commercial Litigation, Trademarks, Employment..., Business Formation
Education
Marquette University
Bachelor of Science, Business Administration
The John Marshall Law School
J.D.
Law Office of Christine Norgle-Loewer January 2000 - Present
Raleigh & Cahill, P.C. June 1997 - January 2000
Stack & Filpi Chartered June 1994 - June 1997
Merrill Lynch 1989 - 1991
Skills
Civil Litigation, Commercial Litigation, Trademarks, Employment..., Business Formation
Education
Marquette University
Bachelor of Science, Business Administration
The John Marshall Law School
J.D.
Lisa A. Bush's Merrill Lynch Experience August 2015 - Present
Job Client Associate
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Skills
Pastoral Care, Theology, Religion, Youth Ministry, Liturgy, Church Growth, Religious Studies, Apologetics, Hermeneutics, Homiletics, Exegesis, Pastoring, Discipleship Training
Education
Marion Technical College 2014 — 2016
Associate’s Degree, Business Administration and Management, General
Hondros College 1999 — 1999
Real Estate, Real Estate Agent
Merrill Lynch August 2015 - Present
Skills
Pastoral Care, Theology, Religion, Youth Ministry, Liturgy, Church Growth, Religious Studies, Apologetics, Hermeneutics, Homiletics, Exegesis, Pastoring, Discipleship Training
Education
Marion Technical College 2014 — 2016
Associate’s Degree, Business Administration and Management, General
Hondros College 1999 — 1999
Real Estate, Real Estate Agent
Justin Callender's Merrill Lynch Experience Brown and CoDublin SchoolSeptember 1999 - December 2000
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Brown and CoDublin SchoolSeptember 1999 - December 2000
United States Marine Corps March 1994 - January 1997
Education
Marietta College 1992 — 1997
History, Religion and art history
Dublin School 1989 — 1992
Dublin School
Merrill Lynch Brown and CoDublin SchoolSeptember 1999 - December 2000
United States Marine Corps March 1994 - January 1997
Education
Marietta College 1992 — 1997
History, Religion and art history
Dublin School 1989 — 1992
Dublin School
Jerry Legrand's Merrill Lynch Experience
Job Compliance Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Series 7, Series 63, Series 9, Series 10, FINRA, Options, Trading, Securities, Mutual Funds, Equities, Wealth Management, Uniform Combined State..., Investments, Capital Markets, Asset Allocation, Financial Services
Education
Manhattanville College
Merrill Lynch
Skills
Series 7, Series 63, Series 9, Series 10, FINRA, Options, Trading, Securities, Mutual Funds, Equities, Wealth Management, Uniform Combined State..., Investments, Capital Markets, Asset Allocation, Financial Services
Education
Manhattanville College
Daniel Duhig, CFP(R)'s Merrill Lynch Experience 2007 - 2010
Job President, Investment Fee Solutions, Inc.
Industry Financial Services
Experience
Investment Fee Solutions, Inc. August 2014 - Present
U.S. Bank September 2010 - July 2014
Merrill Lynch 2007 - 2010
Wachovia Securities (NKA Wells Fargo Advisors) 1996 - 2007
Skills
Wealth Management, Personal Financial..., Sales Management, Team Leadership, Team Building, Real Estate Transactions, Lease Negotiations, Contract Negotiation, Real Estate Project..., High Net Worth..., Investments, Management, Financial Analysis, Asset Management, Credit, Loans, Commercial Lending, Small Business Lending, Banking, Financial Risk, Financial Planning, Investment Management, Portfolio Management, Financial Services, Finance, Financial Advisory, Risk Management
Education
Marquette University 1975 — 1979
Bachelor's, Business Administration
Marquette University
Bachelor's degree, Business Administration, Management and Operations
Investment Fee Solutions, Inc. August 2014 - Present
U.S. Bank September 2010 - July 2014
Merrill Lynch 2007 - 2010
Wachovia Securities (NKA Wells Fargo Advisors) 1996 - 2007
Skills
Wealth Management, Personal Financial..., Sales Management, Team Leadership, Team Building, Real Estate Transactions, Lease Negotiations, Contract Negotiation, Real Estate Project..., High Net Worth..., Investments, Management, Financial Analysis, Asset Management, Credit, Loans, Commercial Lending, Small Business Lending, Banking, Financial Risk, Financial Planning, Investment Management, Portfolio Management, Financial Services, Finance, Financial Advisory, Risk Management
Education
Marquette University 1975 — 1979
Bachelor's, Business Administration
Marquette University
Bachelor's degree, Business Administration, Management and Operations
Randy Kemka's Merrill Lynch Experience June 2015 - Present
Job Vice President & Senior Portfolio Advisor at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch June 2015 - Present
Deutsche Bank Securities July 2000 - May 2015
Skills
Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Valuation, Wealth Management
Education
Marist College
Finance and Financial Management Services
Merrill Lynch June 2015 - Present
Deutsche Bank Securities July 2000 - May 2015
Skills
Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Valuation, Wealth Management
Education
Marist College
Finance and Financial Management Services
Darcie J.P. Scheuring's Merrill Lynch Experience December 2001 - Present
Job Fiancial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2001 - Present
Education
University of St. Thomas 2003 — 2006
MBA, Finance
Marquette University 1996 — 2000
Journalism, Photography
Merrill Lynch December 2001 - Present
Education
University of St. Thomas 2003 — 2006
MBA, Finance
Marquette University 1996 — 2000
Journalism, Photography
Rattan Dodeja's Merrill Lynch Experience 2009 - Present
Job Vice president/financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2009 - Present
citigroup/Smith Barney 1998 - 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Investment Advisory, Series 63, Alternative Investments, Investment Strategies, Securities, Retirement, Financial Modeling, Financial Advisory, Hedge Funds
Education
Manipal Institute of Technology
Bachelor's degree, Civil Engineering
University Of Bombay
DMS, Management
Merrill Lynch 2009 - Present
citigroup/Smith Barney 1998 - 2009
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Equities, Fixed Income, Strategic Financial..., Asset Management, Investment Advisory, Series 63, Alternative Investments, Investment Strategies, Securities, Retirement, Financial Modeling, Financial Advisory, Hedge Funds
Education
Manipal Institute of Technology
Bachelor's degree, Civil Engineering
University Of Bombay
DMS, Management
Frank Albano's Merrill Lynch Experience 1983 - 1990
Job Field Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Oppenheimer & Co. December 2010 - December 2011
Morgan Stanley Smith Barney (formerly Smith Barney) 2006 - 2010
Wells Fargo (formerly Prudential Securities) 1990 - 2006
Merrill Lynch 1983 - 1990
Skills
Retirement, Wealth Management, Relationship Management, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Series 63, Securities, Retirement Planning, 401k, Investments, Asset Management, Asset Allocation
Education
Securities Industry Institute/ Wharton 2000 — 2003
University of Illinois at Urbana-Champaign - College of Business/MBA 1981 — 1983
MBA
Marquette University 1977 — 1981
Bachelor, Business
Ameriprise Financial Services, Inc. January 2012 - Present
Oppenheimer & Co. December 2010 - December 2011
Morgan Stanley Smith Barney (formerly Smith Barney) 2006 - 2010
Wells Fargo (formerly Prudential Securities) 1990 - 2006
Merrill Lynch 1983 - 1990
Skills
Retirement, Wealth Management, Relationship Management, Portfolio Management, Mutual Funds, Series 7, Investment Advisory, Series 63, Securities, Retirement Planning, 401k, Investments, Asset Management, Asset Allocation
Education
Securities Industry Institute/ Wharton 2000 — 2003
University of Illinois at Urbana-Champaign - College of Business/MBA 1981 — 1983
MBA
Marquette University 1977 — 1981
Bachelor, Business
Anthony Papeo's Merrill Lynch Experience June 1999 - September 2000
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs October 2000 - Present
Merrill Lynch June 1999 - September 2000
Skills
Investment Banking, LBO, Capital Markets, Equities, Valuation, Hedge Funds, Fixed Income, Private Equity, Financial Modeling, Corporate Finance, Leveraged Finance, Alternative Investments, Asset Managment, M&A experience
Education
Marist College 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Goldman Sachs October 2000 - Present
Merrill Lynch June 1999 - September 2000
Skills
Investment Banking, LBO, Capital Markets, Equities, Valuation, Hedge Funds, Fixed Income, Private Equity, Financial Modeling, Corporate Finance, Leveraged Finance, Alternative Investments, Asset Managment, M&A experience
Education
Marist College 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Melissa Pugliese's Merrill Lynch Experience 1996 - 2000
Job Real Estate Paralegal
Industry Legal Services
Experience
Law Office of Mark L. Janos 2014 - Present
Merrill Lynch 1996 - 2000
Skills
Legal Research, Legal Assistance, Notary Public, Legal Writing, Commercial Litigation, Courts, Litigation, Real Estate, Real Estate Transactions, First Time Home Buyers, Foreclosures, Condos, Sellers
Education
Marian Court College 1994 — 1996
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Law Office of Mark L. Janos 2014 - Present
Merrill Lynch 1996 - 2000
Skills
Legal Research, Legal Assistance, Notary Public, Legal Writing, Commercial Litigation, Courts, Litigation, Real Estate, Real Estate Transactions, First Time Home Buyers, Foreclosures, Condos, Sellers
Education
Marian Court College 1994 — 1996
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Jason Provost's Merrill Lynch Experience September 2008 - April 2010
Job Chief Operating Officer at Golden Renewable Energy, LLC
Industry Renewables & Environment
Experience
Golden Renewable Energy, LLC October 2010 - Present
Merrill Lynch September 2008 - April 2010
Black Diamond Capital Management April 2006 - February 2008
GE Capital March 2003 - January 2006
Education
Marist College 1996 — 2000
Bachelor's degree, Accounting
Golden Renewable Energy, LLC October 2010 - Present
Merrill Lynch September 2008 - April 2010
Black Diamond Capital Management April 2006 - February 2008
GE Capital March 2003 - January 2006
Education
Marist College 1996 — 2000
Bachelor's degree, Accounting
Dannette Baxter's Merrill Lynch Experience April 2010 - August 2012
Job Operations Analyst Consultant for Bristol Meyers Squibb
Industry Financial Services
Experience
Mathematica Policy Research October 2014 - March 2015
Indotronix International IIC (Solvay USA) May 2014 - August 2014
Open Systems Technologies (TD Bank) May 2013 - September 2013
Adecco Staffing, USA/ETS (contract) August 2012 - December 2012
Merrill Lynch April 2010 - August 2012
Randstad USA (Merrill Lynch) February 2007 - April 2010
Skills
Business Analysis, Banking, Risk Management, Financial Services, Credit, Investments, Portfolio Management, Product Management, Microsoft Office, Project Management, Change Management, Contract Recruitment, Wealth Management, Financial Analysis, Customer Service, Financial Advisory, PeopleSoft, SharePoint, Internet Recruiting, Technical Recruiting, Ariba, Human Resources, Screening Resumes, Talent Management, Management, Onboarding, Applicant Tracking..., Google Chrome, MS OutLook, Coordination Of Projects, Charles River Trading..., Concur Travel..., Vendor Management, SAP, Onyx, Media Planning, Media Buying
Education
Marist College
Marist College
Communication Arts
Mathematica Policy Research October 2014 - March 2015
Indotronix International IIC (Solvay USA) May 2014 - August 2014
Open Systems Technologies (TD Bank) May 2013 - September 2013
Adecco Staffing, USA/ETS (contract) August 2012 - December 2012
Merrill Lynch April 2010 - August 2012
Randstad USA (Merrill Lynch) February 2007 - April 2010
Skills
Business Analysis, Banking, Risk Management, Financial Services, Credit, Investments, Portfolio Management, Product Management, Microsoft Office, Project Management, Change Management, Contract Recruitment, Wealth Management, Financial Analysis, Customer Service, Financial Advisory, PeopleSoft, SharePoint, Internet Recruiting, Technical Recruiting, Ariba, Human Resources, Screening Resumes, Talent Management, Management, Onboarding, Applicant Tracking..., Google Chrome, MS OutLook, Coordination Of Projects, Charles River Trading..., Concur Travel..., Vendor Management, SAP, Onyx, Media Planning, Media Buying
Education
Marist College
Marist College
Communication Arts
Anne Easter's Merrill Lynch Experience 1999 - 2009
Job Director of Credit
Industry Banking
Experience
TCF Inventory Finance, Inc. 2012 - Present
Citibank 2011 - 2012
Bank of America 2009 - 2011
Merrill Lynch 1999 - 2009
Education
Marquette University
Bachelor of Science (BS), Business Administration and Management, General
TCF Inventory Finance, Inc. 2012 - Present
Citibank 2011 - 2012
Bank of America 2009 - 2011
Merrill Lynch 1999 - 2009
Education
Marquette University
Bachelor of Science (BS), Business Administration and Management, General
Constantine Ioannou's Merrill Lynch Experience February 2011 - May 2011
Job Tax Accountant at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP January 2014 - Present
Merrill Lynch February 2011 - May 2011
sanofi-aventis 2011 - 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Management, Outlook, Public Speaking, Financial Analysis
Education
Marist College 2007 — 2012
Bachelor's degree, Accounting and Finance
EisnerAmper LLP January 2014 - Present
Merrill Lynch February 2011 - May 2011
sanofi-aventis 2011 - 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Management, Outlook, Public Speaking, Financial Analysis
Education
Marist College 2007 — 2012
Bachelor's degree, Accounting and Finance
Barbara Ann Manzari's Merrill Lynch Experience November 1987 - December 2005
Job Financial Analyst at United States Military Academy
Industry Military
Experience
United States Military Academy August 2011 - Present
United States Military Academy December 2008 - July 2011
Merrill Lynch November 1987 - December 2005
Skills
Financial Analysis, Risk Management, Analysis, Financial Reporting, Financial Modeling, Budgets, Managerial Finance, Government Contracting, Strategic Financial..., Process Improvement, Accounting, DoD
Education
Marist College 2000 — 2003
Master of Business Administration (MBA), Finance, General
Marist College 1982 — 1984
Bachelor of Science (BS), Accounting
United States Military Academy August 2011 - Present
United States Military Academy December 2008 - July 2011
Merrill Lynch November 1987 - December 2005
Skills
Financial Analysis, Risk Management, Analysis, Financial Reporting, Financial Modeling, Budgets, Managerial Finance, Government Contracting, Strategic Financial..., Process Improvement, Accounting, DoD
Education
Marist College 2000 — 2003
Master of Business Administration (MBA), Finance, General
Marist College 1982 — 1984
Bachelor of Science (BS), Accounting
Lynda Nielsen's Merrill Lynch Experience June 1992 - Present
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 1992 - Present
Education
Manhattanville College
Bachelor of Arts (B.A.), Photography, English, Political Science
Merrill Lynch June 1992 - Present
Education
Manhattanville College
Bachelor of Arts (B.A.), Photography, English, Political Science
Collin Welch's Merrill Lynch Experience April 2012 - August 2013
Job Budget Analyst at Alaska Army National Guard
Industry Military
Experience
Alaska Army National Guard July 2015 - Present
Army National Guard May 2003 - Present
Kansas Army National Guard July 2014 - July 2015
CFD Investments January 2013 - August 2014
Merrill Lynch April 2012 - August 2013
U.S. Bank December 2011 - April 2012
U.S. Bank September 2008 - March 2010
Skills
Financial Services, Military Operations, Leadership, Risk Management, Analysis, Program Management, Military, Process Improvement, Operational Planning, Security Clearance, Military Experience, DoD, Command, Financial Analysis, Leadership Development, Operations Management, Security, Government, Team Leadership, Team Building, Training, Policy, Army, Finance, Insurance, Risk Assessment, Data Analysis, Coaching, Organizational..., Marketing, Physical Security, Securities, Protection, Strategic Planning, Project Planning, Management
Education
Marquette University 2004 — 2008
Bachelor of Arts (B.A.), American Military History
Alaska Army National Guard July 2015 - Present
Army National Guard May 2003 - Present
Kansas Army National Guard July 2014 - July 2015
CFD Investments January 2013 - August 2014
Merrill Lynch April 2012 - August 2013
U.S. Bank December 2011 - April 2012
U.S. Bank September 2008 - March 2010
Skills
Financial Services, Military Operations, Leadership, Risk Management, Analysis, Program Management, Military, Process Improvement, Operational Planning, Security Clearance, Military Experience, DoD, Command, Financial Analysis, Leadership Development, Operations Management, Security, Government, Team Leadership, Team Building, Training, Policy, Army, Finance, Insurance, Risk Assessment, Data Analysis, Coaching, Organizational..., Marketing, Physical Security, Securities, Protection, Strategic Planning, Project Planning, Management
Education
Marquette University 2004 — 2008
Bachelor of Arts (B.A.), American Military History
Katelyn Houlihan's Merrill Lynch Experience Physical Education TeacherYorktown High SchoolMarch 2011 - November 2011
Job Merrill Lynch Wealth Management
Industry
Experience
Merrill Lynch Physical Education TeacherYorktown High SchoolMarch 2011 - November 2011
Yorktown Assessors Office April 2004 - October 2009
Education
Manhattanville College 2009 — 2011
Master of Arts (M.A.), Physical Education and Sports Pedagogy
Utica College 2004 — 2008
Bachelor of Science (B.S.), Public Relations
Merrill Lynch Physical Education TeacherYorktown High SchoolMarch 2011 - November 2011
Yorktown Assessors Office April 2004 - October 2009
Education
Manhattanville College 2009 — 2011
Master of Arts (M.A.), Physical Education and Sports Pedagogy
Utica College 2004 — 2008
Bachelor of Science (B.S.), Public Relations
Tom Bertelsen's Merrill Lynch Experience 1991 - 2010
Job Retired at Retired with several hobbies
Industry Arts and Crafts
Experience
Retired 2010 - Present
Merrill Lynch 1991 - 2010
Skills
Disaster Recovery, SDLC, Enterprise Architecture, Vendor Management, IT Strategy, Risk Management, Process Improvement
Education
Marietta College 1968 — 1972
Retired 2010 - Present
Merrill Lynch 1991 - 2010
Skills
Disaster Recovery, SDLC, Enterprise Architecture, Vendor Management, IT Strategy, Risk Management, Process Improvement
Education
Marietta College 1968 — 1972
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank