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
Diego M. Reyes Diego M. Reyes's Merrill Lynch Experience September 2012 - December 2012
Job Account Executive at Campisi Financial & Insurance Services
Industry Financial Services
Experience
Campisi Financial & Insurance Services November 2014 - Present
CentricHR June 2014 - Present
Monterey Plaza Hotel & Spa March 2008 - September 2014
Monterey Credit Union December 2013 - June 2014
Merrill Lynch September 2012 - December 2012
Skills
Customer Service, Leadership, Employee Benefits, Benefits Administration, Hospitality, Finance, Payroll, Account Management, Start-ups, Credit, Microsoft Excel, Consulting, Interviews, Consumer Lending, Human Resources, Problem Solving, Spanish, Event Planning, Microsoft Word, PowerPoint, Sales
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts, Economics
Monterey Peninsula College 2008 — 2011
Associate's Degree, Economics
Monterey High School 2004 — 2008
High School
Campisi Financial & Insurance Services November 2014 - Present
CentricHR June 2014 - Present
Monterey Plaza Hotel & Spa March 2008 - September 2014
Monterey Credit Union December 2013 - June 2014
Merrill Lynch September 2012 - December 2012
Skills
Customer Service, Leadership, Employee Benefits, Benefits Administration, Hospitality, Finance, Payroll, Account Management, Start-ups, Credit, Microsoft Excel, Consulting, Interviews, Consumer Lending, Human Resources, Problem Solving, Spanish, Event Planning, Microsoft Word, PowerPoint, Sales
Education
California State University-Northridge 2011 — 2013
Bachelor of Arts, Economics
Monterey Peninsula College 2008 — 2011
Associate's Degree, Economics
Monterey High School 2004 — 2008
High School
Stephen El-Hassan Stephen El-Hassan's Merrill Lynch Experience May 2011 - August 2011
Job Recent College Graduate Seeking Entry Sales Positions
Industry
Experience
Golf Digest January 2013 - Present
O'Bagel and Deli January 2008 - May 2013
Merrill Lynch May 2011 - August 2011
Reppert Kelly LLC September 2009 - May 2010
Education
Montclair State University 2009 — 2013
Golf Digest January 2013 - Present
O'Bagel and Deli January 2008 - May 2013
Merrill Lynch May 2011 - August 2011
Reppert Kelly LLC September 2009 - May 2010
Education
Montclair State University 2009 — 2013
Michael R. Fedor Michael R. Fedor's Merrill Lynch Experience March 1997 - June 1999
Job President at Allstate Contracting Inc.
Industry Construction
Experience
Allstate Contracting Inc. May 2003 - Present
Fedor Sign Co. October 2001 - March 2004
Knight Capital Group July 1999 - October 2001
Merrill Lynch March 1997 - June 1999
Skills
Construction, Construction Management, Contractors, Renovation, Strategic Planning, Entrepreneurship, New Business Development, Sales Process, Sales, Contract Negotiation, Management, Project Management
Education
Montclair State University 1988 — 1993
BA, Economics, Concentration- Business Economics
Allstate Contracting Inc. May 2003 - Present
Fedor Sign Co. October 2001 - March 2004
Knight Capital Group July 1999 - October 2001
Merrill Lynch March 1997 - June 1999
Skills
Construction, Construction Management, Contractors, Renovation, Strategic Planning, Entrepreneurship, New Business Development, Sales Process, Sales, Contract Negotiation, Management, Project Management
Education
Montclair State University 1988 — 1993
BA, Economics, Concentration- Business Economics
Blane C. Tierney Blane C. Tierney's Merrill Lynch Experience July 1994 - November 2000
Job Wealth Advisor/V.P. Director of Sales at Key Client Financial Advisors
Industry Financial Services
Experience
Key Client Financial Advisors November 2005 - Present
Smith Barney/Citigroup November 2000 - November 2005
Merrill Lynch July 1994 - November 2000
Skills
New Business Development, Wealth Management, Account Management, Sales, Finance, Mutual Funds, Securities, Financial Advisory, Series 63, Wealth, Banking, Mortgage Lending, Credit, Relationship Management
Education
Moravian College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Management/Economics
Key Client Financial Advisors November 2005 - Present
Smith Barney/Citigroup November 2000 - November 2005
Merrill Lynch July 1994 - November 2000
Skills
New Business Development, Wealth Management, Account Management, Sales, Finance, Mutual Funds, Securities, Financial Advisory, Series 63, Wealth, Banking, Mortgage Lending, Credit, Relationship Management
Education
Moravian College 1980 — 1984
Bachelor of Business Administration (B.B.A.), Business Management/Economics
Yantay Kar Yantay Kar's Merrill Lynch Experience 2006 - 2006
Job Entrepreneur, Blogger, Artist
Industry Marketing and Advertising
Experience
Gap Inc./Banana Republic August 2011 - July 2012
Merrill Lynch 2006 - 2006
Skills
Brand Development, Organization, Creative Strategy, Highly detail oriented, Photoshop, Illustrator, Strong Work Ethics, Artistic Vision, Well Rounded, Team Building
Education
Morehouse College 2009 — 2011
Marketing
Gap Inc./Banana Republic August 2011 - July 2012
Merrill Lynch 2006 - 2006
Skills
Brand Development, Organization, Creative Strategy, Highly detail oriented, Photoshop, Illustrator, Strong Work Ethics, Artistic Vision, Well Rounded, Team Building
Education
Morehouse College 2009 — 2011
Marketing
Lionel Geltman Lionel Geltman's Merrill Lynch Experience September 1997 - July 1999
Job Manager Enterprise Capacity Performance Management at Emblem Health
Industry Hospital & Health Care
Experience
EmblemHealth February 2013 - Present
Emblem Health Services, LLC March 2003 - Present
Fleet Securities, Inc. July 1999 - February 2003
Merrill Lynch September 1997 - July 1999
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Process Improvement, SQL, Change Management, Team Leadership, Project Planning, SDLC, Visio, Vendor Management, Windows, Linux, Enterprise Software, Data Center, Ethics, Integrity, Values, Work Ethic
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Seton Hall University 1974 — 1978
Master of Business Administration (MBA), Business Quantitative Analysis
Montclair State University 1969 — 1973
Bachelor of Arts (B.A.), Mathematics
EmblemHealth February 2013 - Present
Emblem Health Services, LLC March 2003 - Present
Fleet Securities, Inc. July 1999 - February 2003
Merrill Lynch September 1997 - July 1999
Skills
Strategic Planning, Microsoft Excel, Microsoft Office, Project Management, Microsoft Word, PowerPoint, Process Improvement, SQL, Change Management, Team Leadership, Project Planning, SDLC, Visio, Vendor Management, Windows, Linux, Enterprise Software, Data Center, Ethics, Integrity, Values, Work Ethic
Education
Northwestern University
Master of Science (MS), Predictive Analytics
Seton Hall University 1974 — 1978
Master of Business Administration (MBA), Business Quantitative Analysis
Montclair State University 1969 — 1973
Bachelor of Arts (B.A.), Mathematics
Lee Bush Lee Bush's Merrill Lynch Experience 2004 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
University of Mississippi May 2013 - Present
BankPlus January 2007 - January 2010
Merrill Lynch 2004 - 2008
American Express Financial Advisors August 2002 - August 2004
Education
University of Mississippi 2010 — 2013
Doctor of Law (JD)
Morehouse College 1998 — 2002
Bachelor of Arts (BA), Finance
University of Mississippi May 2013 - Present
BankPlus January 2007 - January 2010
Merrill Lynch 2004 - 2008
American Express Financial Advisors August 2002 - August 2004
Education
University of Mississippi 2010 — 2013
Doctor of Law (JD)
Morehouse College 1998 — 2002
Bachelor of Arts (BA), Finance
Edward Browne III Edward Browne III's Merrill Lynch Experience March 1986 - March 1989
Job Managing Partner at Compass Bay Advisors, LLC
Industry Investment Management
Experience
Compass Bay Advisors, LLC March 2014 - Present
Remington College August 2007 - February 2014
Cigna February 1994 - March 2007
Charles Schwab June 1989 - August 1993
Merrill Lynch March 1986 - March 1989
Skills
Microsoft Office, Project Management, Marketing, Business Analysis, New Business Development, Contract Negotiation, Data Analysis, Organizational..., IT Operations
Education
Morehouse College
Accounting and Finance
Compass Bay Advisors, LLC March 2014 - Present
Remington College August 2007 - February 2014
Cigna February 1994 - March 2007
Charles Schwab June 1989 - August 1993
Merrill Lynch March 1986 - March 1989
Skills
Microsoft Office, Project Management, Marketing, Business Analysis, New Business Development, Contract Negotiation, Data Analysis, Organizational..., IT Operations
Education
Morehouse College
Accounting and Finance
Marta Tokar Marta Tokar's Merrill Lynch Experience January 2009 - May 2010
Job Associate, ICB US & Canada Institutional
Industry Financial Services
Experience
BlackRock January 2015 - Present
BlackRock October 2012 - December 2014
BlackRock November 2011 - October 2012
Goldman Sachs April 2011 - November 2011
New Legacy Capital September 2010 - March 2011
Merrill Lynch January 2009 - May 2010
Skills
Options, Alternative Investments, Investments, Financial Modeling, Portfolio Management, Finance, Mutual Funds, Structured Products, Asset Allocation, Financial Risk, Hedge Funds, ETFs, Bloomberg
Education
Montclair State University 2006 — 2010
Bachelor's degree, Finance
BlackRock January 2015 - Present
BlackRock October 2012 - December 2014
BlackRock November 2011 - October 2012
Goldman Sachs April 2011 - November 2011
New Legacy Capital September 2010 - March 2011
Merrill Lynch January 2009 - May 2010
Skills
Options, Alternative Investments, Investments, Financial Modeling, Portfolio Management, Finance, Mutual Funds, Structured Products, Asset Allocation, Financial Risk, Hedge Funds, ETFs, Bloomberg
Education
Montclair State University 2006 — 2010
Bachelor's degree, Finance
Vladimir Netchiporuk's Merrill Lynch Experience June 2010 - August 2010
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
Casey Stallone Casey Stallone's Merrill Lynch Experience 1997 - 1998
Job Sales Account Manager at True Blue/ Spartan Staffing
Industry Management Consulting
Experience
True Blue/ Spartan Staffing July 2015 - Present
White Knight Capital Partners/ Aaron Wagner Team March 2012 - June 2015
Mark Wilkinson and Associate July 2011 - April 2012
Ford Marketing Group October 2009 - February 2011
Elite Property Solutions, Inc. November 2004 - October 2010
Prudential Real Estate December 2004 - March 2009
Axent/Symantec October 1998 - October 2004
Merrill Lynch 1997 - 1998
Energy Federal Credit Union 1996 - 1997
First National Bank of Maryland June 1990 - May 1996
Skills
Business Development, Banking, Business Planning, Business Savvy, CRM, Charity Work, Customer Service, Data Analysis, Employee Benefits, Employee Training, Event Planning, Finance, Fundraising, Human Resources, Interviews, Investment Properties, Investments, Management, Management Consulting, Marketing, Mergers, Negotiation, Payroll, Project Management, Property Management, Public Relations, Real Estate, Real Estate Transactions, Recruiting, Sales, Selling, Social Media, Social Networking, Training
Education
Western Governors University 2011 — 2015
Bachelor’s Degree, Marketing and Business Management
American Fork 1988 — 1990
Montgomery College
Business Management
Trevor G. Brown
High School
True Blue/ Spartan Staffing July 2015 - Present
White Knight Capital Partners/ Aaron Wagner Team March 2012 - June 2015
Mark Wilkinson and Associate July 2011 - April 2012
Ford Marketing Group October 2009 - February 2011
Elite Property Solutions, Inc. November 2004 - October 2010
Prudential Real Estate December 2004 - March 2009
Axent/Symantec October 1998 - October 2004
Merrill Lynch 1997 - 1998
Energy Federal Credit Union 1996 - 1997
First National Bank of Maryland June 1990 - May 1996
Skills
Business Development, Banking, Business Planning, Business Savvy, CRM, Charity Work, Customer Service, Data Analysis, Employee Benefits, Employee Training, Event Planning, Finance, Fundraising, Human Resources, Interviews, Investment Properties, Investments, Management, Management Consulting, Marketing, Mergers, Negotiation, Payroll, Project Management, Property Management, Public Relations, Real Estate, Real Estate Transactions, Recruiting, Sales, Selling, Social Media, Social Networking, Training
Education
Western Governors University 2011 — 2015
Bachelor’s Degree, Marketing and Business Management
American Fork 1988 — 1990
Montgomery College
Business Management
Trevor G. Brown
High School
Kim Howie Kim Howie's Merrill Lynch Experience 1998 - 2003
Job Certified Health Coach, Owner and Founder of Live Balanced For Life and the Live Balanced For Life Energy Center
Industry Health, Wellness and Fitness
Experience
Owner and Founder June 2013 - Present
Live Balanced For Life June 2013 - Present
Merrill Lynch 1998 - 2003
Skills
Coaching, Wellness Coaching, Wellness, Nutrition, Fitness, Leadership Development, Team Building, Wellbeing, Published Author, Lifestyle Coaching, Leadership, Public Speaking, Management, Lifestyle, Customer Service, Social Media
Education
Institute For Integrative Nutrition
Montclair State University
BA in Psychology
Owner and Founder June 2013 - Present
Live Balanced For Life June 2013 - Present
Merrill Lynch 1998 - 2003
Skills
Coaching, Wellness Coaching, Wellness, Nutrition, Fitness, Leadership Development, Team Building, Wellbeing, Published Author, Lifestyle Coaching, Leadership, Public Speaking, Management, Lifestyle, Customer Service, Social Media
Education
Institute For Integrative Nutrition
Montclair State University
BA in Psychology
Malik S. Lee, CFP® Malik S. Lee, CFP®'s Merrill Lynch Experience November 2007 - August 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Felton & Peel Wealth Management August 2009 - Present
MetLife October 2008 - February 2011
Merrill Lynch November 2007 - August 2008
Skills
Business Planning, Estate Planning, Financial Planning, Risk Management, Retirement Planning, Insurance, Public Speaking, Charitable Planning, Education Planning, Executive Benefits..., Income Distribution..., Disability Insurance, Employee Benefits, Financial Advisory, Financial Planners, Income, Investments, Retirement, Strategic Financial..., Wealth Management, Plannning, Life Insurance, Finance, Small Business, Securities, Wealth Management..., Series 7, Financial Services, Fixed Annuities, Mutual Funds, Long-term Care, Term Life Insurance, Mortgage Lending, Financial Goals, Relationship Management, Wealth, IRAs, 401k Rollovers, Series 65, College Savings Plans, Uniform Combined State..., Certified Financial..., 529 Plans, Personal Finance, Wealth Accumulation, Personal Financial..., Roth IRA, High Net Worth...
Education
Oglethorpe University 2011 — 2011
Certificate in Financial Planning, Financial Planning and Services
Morehouse College 1999 — 2003
Bachelor of Arts (B.A.), Finance, General
Felton & Peel Wealth Management August 2009 - Present
MetLife October 2008 - February 2011
Merrill Lynch November 2007 - August 2008
Skills
Business Planning, Estate Planning, Financial Planning, Risk Management, Retirement Planning, Insurance, Public Speaking, Charitable Planning, Education Planning, Executive Benefits..., Income Distribution..., Disability Insurance, Employee Benefits, Financial Advisory, Financial Planners, Income, Investments, Retirement, Strategic Financial..., Wealth Management, Plannning, Life Insurance, Finance, Small Business, Securities, Wealth Management..., Series 7, Financial Services, Fixed Annuities, Mutual Funds, Long-term Care, Term Life Insurance, Mortgage Lending, Financial Goals, Relationship Management, Wealth, IRAs, 401k Rollovers, Series 65, College Savings Plans, Uniform Combined State..., Certified Financial..., 529 Plans, Personal Finance, Wealth Accumulation, Personal Financial..., Roth IRA, High Net Worth...
Education
Oglethorpe University 2011 — 2011
Certificate in Financial Planning, Financial Planning and Services
Morehouse College 1999 — 2003
Bachelor of Arts (B.A.), Finance, General
Ernest White III, MBA Ernest White III, MBA's Merrill Lynch Experience April 2006 - January 2008
Job Financial Advisor at VALIC Financial Advisors, Inc.
Industry Financial Services
Experience
VALIC Financial Advisors, Inc. December 2013 - Present
AXA Equitable February 2008 - September 2013
Merrill Lynch April 2006 - January 2008
MERRILL LYNCH2006 - 2008 April 2006 - January 2008
Skills
401k, Account Management, Accounting, Analysis, Asset Allocation, Asset Managment, Banking, Business, Budgets, CRM, Coaching, Customer Service, Defined Contribution, Economics, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Leadership Development, Life Insurance, Management, Mergers, Microsoft Excel, Networking, Nonprofits, Portfolio Management, Personal Finance, Public Speaking, Process Improvement, Retirement Planning, Sales, Risk Management, Small Business, Series 7, Strategic Planning, Team Building, Tax, Wealth Management, Uniform Combined State..., Wealth Management..., Retirement, Strategic Financial...
Education
NOVA SOUTHEASTERN UNIVERSITY 1999 — 2001
Masters, Business Administration
Morehouse College 1986 — 1990
Bachelor of Arts, Business Administration; Accounting
VALIC Financial Advisors, Inc. December 2013 - Present
AXA Equitable February 2008 - September 2013
Merrill Lynch April 2006 - January 2008
MERRILL LYNCH2006 - 2008 April 2006 - January 2008
Skills
401k, Account Management, Accounting, Analysis, Asset Allocation, Asset Managment, Banking, Business, Budgets, CRM, Coaching, Customer Service, Defined Contribution, Economics, Employee Benefits, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Leadership Development, Life Insurance, Management, Mergers, Microsoft Excel, Networking, Nonprofits, Portfolio Management, Personal Finance, Public Speaking, Process Improvement, Retirement Planning, Sales, Risk Management, Small Business, Series 7, Strategic Planning, Team Building, Tax, Wealth Management, Uniform Combined State..., Wealth Management..., Retirement, Strategic Financial...
Education
NOVA SOUTHEASTERN UNIVERSITY 1999 — 2001
Masters, Business Administration
Morehouse College 1986 — 1990
Bachelor of Arts, Business Administration; Accounting
Reed Potter Reed Potter's Merrill Lynch Experience September 2006 - Present
Job Senior VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2006 - Present
Morgan Stanley June 1997 - September 2006
Pike Energy, Inc. May 1983 - June 1997
Skills
Series 7, Wealth Management, Portfolio Management, Equities, Fixed Income, Investments, Capital Markets, Alternative Investments, Series 63, Mutual Funds, Securities, Asset Management
Education
Morehead State University 1995 — 1997
Master of Business Administration (M.B.A.)
Transylvania University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch September 2006 - Present
Morgan Stanley June 1997 - September 2006
Pike Energy, Inc. May 1983 - June 1997
Skills
Series 7, Wealth Management, Portfolio Management, Equities, Fixed Income, Investments, Capital Markets, Alternative Investments, Series 63, Mutual Funds, Securities, Asset Management
Education
Morehead State University 1995 — 1997
Master of Business Administration (M.B.A.)
Transylvania University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Jim Jurgens Jim Jurgens's Merrill Lynch Experience January 2001 - January 2003
Job HAPPILY RETIRED
Industry Hospital & Health Care
Experience
HIGHTSTOWN NJ August 2012 - Present
Capital Health January 1997 - August 2012
Merrill Lynch January 2001 - January 2003
Ciber, Inc & EJR Computer Associates January 1990 - January 2001
Skills
SDLC, Program Management, Quality Assurance, Project Management, Testing, Systems Analysis, Hospitals, Human Resources, Proposal Writing, Healthcare Information..., Consulting, Healthcare, Software Documentation, Visio, Access, Management, Training, Public Speaking, Business Analysis, Leadership, ACLS, Analysis, BLS, Disaster Response, EMS, Emergency Management, Healthcare Management, Incident Command, Microsoft Word, NIMS, PALS, PowerPoint, Preparedness, Process Improvement, Rescue, Vendor Management
Education
Montgomery County Community College 1972 — 1975
Associate, Business
HIGHTSTOWN NJ August 2012 - Present
Capital Health January 1997 - August 2012
Merrill Lynch January 2001 - January 2003
Ciber, Inc & EJR Computer Associates January 1990 - January 2001
Skills
SDLC, Program Management, Quality Assurance, Project Management, Testing, Systems Analysis, Hospitals, Human Resources, Proposal Writing, Healthcare Information..., Consulting, Healthcare, Software Documentation, Visio, Access, Management, Training, Public Speaking, Business Analysis, Leadership, ACLS, Analysis, BLS, Disaster Response, EMS, Emergency Management, Healthcare Management, Incident Command, Microsoft Word, NIMS, PALS, PowerPoint, Preparedness, Process Improvement, Rescue, Vendor Management
Education
Montgomery County Community College 1972 — 1975
Associate, Business
Michael DiGiuseppe Michael DiGiuseppe's Merrill Lynch Experience July 2006 - June 2007
Job Vice President – Structured Lending Credit Specialist
Industry Financial Services
Experience
Merrill Lynch Global Wealth Investment Management 2013 - Present
Merrill Lynch Global Wealth Investment Management 2007 - 2013
Merrill Lynch July 2006 - June 2007
Merrill Lynch July 2005 - July 2006
Merrill Lynch December 2003 - June 2005
Skills
High Net Worth..., Series 7, Credit, Wealth Management, Securities, Loans, Financial Advisory, Mortgage Lending, Credit Analysis, Banking, Underwriting, Asset Managment, Series 63, Investments, Financial Services, Cash Management, Bloomberg, Financial Analysis, Relationship Management, Portfolio Management, Financial Structuring, Credit Risk, Options, Securities Lending, Loan Origination, Finance, Fixed Income, Private Banking, Mutual Funds, Hedge Funds, Capital Markets, Equities, Bonds, Risk Management, Bloomberg Terminal, Consumer Lending, Liquidity Management
Education
Montclair State University 2000 — 2002
B.A., Pshcology
Merrill Lynch Global Wealth Investment Management 2013 - Present
Merrill Lynch Global Wealth Investment Management 2007 - 2013
Merrill Lynch July 2006 - June 2007
Merrill Lynch July 2005 - July 2006
Merrill Lynch December 2003 - June 2005
Skills
High Net Worth..., Series 7, Credit, Wealth Management, Securities, Loans, Financial Advisory, Mortgage Lending, Credit Analysis, Banking, Underwriting, Asset Managment, Series 63, Investments, Financial Services, Cash Management, Bloomberg, Financial Analysis, Relationship Management, Portfolio Management, Financial Structuring, Credit Risk, Options, Securities Lending, Loan Origination, Finance, Fixed Income, Private Banking, Mutual Funds, Hedge Funds, Capital Markets, Equities, Bonds, Risk Management, Bloomberg Terminal, Consumer Lending, Liquidity Management
Education
Montclair State University 2000 — 2002
B.A., Pshcology
John Ribeiro's Merrill Lynch Experience April 1999 - February 2000
Job Master Systems Engineer at SRA International
Industry Information Technology and Services
Experience
SRA International March 2014 - Present
SRA International October 2013 - March 2014
INDUS Corporation June 2010 - October 2013
MAR Incorporated January 2007 - June 2010
INDUS Corporation January 2005 - January 2007
IntelliDyne, LLC June 2001 - January 2005
County of Fairfax December 2000 - April 2001
CMS Information Solutions March 2000 - December 2000
Merrill Lynch April 1999 - February 2000
SimCom, Inc. May 1998 - February 1999
Skills
Linux System..., Windows System..., PowerShell scripting, Bash, Perl, Java, JavaScript, CSS3, XML, XPath, XSLT, VMware, Apache, Tomcat, IIS, Eclipse, Maven, GWT, Smart GWT, Microsoft SQL Server, DNS, Troubleshooting, Red Hat Linux, Ubuntu, JBoss Application Server, SiteScope, F5 BigIP, Cisco IOS, Active Directory, ITIL v3 Foundations..., TCP/IP, C++, Group Policy, Visio, Microsoft Excel, JIRA, Confluence, Agile Methodologies, Information Security
Education
Montgomery College 2012 — 2013
Biotechnology
Rutgers, The State University of New Jersey-Newark 1994 — 1998
Information Technology
SRA International March 2014 - Present
SRA International October 2013 - March 2014
INDUS Corporation June 2010 - October 2013
MAR Incorporated January 2007 - June 2010
INDUS Corporation January 2005 - January 2007
IntelliDyne, LLC June 2001 - January 2005
County of Fairfax December 2000 - April 2001
CMS Information Solutions March 2000 - December 2000
Merrill Lynch April 1999 - February 2000
SimCom, Inc. May 1998 - February 1999
Skills
Linux System..., Windows System..., PowerShell scripting, Bash, Perl, Java, JavaScript, CSS3, XML, XPath, XSLT, VMware, Apache, Tomcat, IIS, Eclipse, Maven, GWT, Smart GWT, Microsoft SQL Server, DNS, Troubleshooting, Red Hat Linux, Ubuntu, JBoss Application Server, SiteScope, F5 BigIP, Cisco IOS, Active Directory, ITIL v3 Foundations..., TCP/IP, C++, Group Policy, Visio, Microsoft Excel, JIRA, Confluence, Agile Methodologies, Information Security
Education
Montgomery College 2012 — 2013
Biotechnology
Rutgers, The State University of New Jersey-Newark 1994 — 1998
Information Technology
Robert Scardina Robert Scardina's Merrill Lynch Experience February 2014 - Present
Job VP GWIM Computer Operation at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
BofA Merrill Lynch June 1976 - Present
Skills
Financial Analysis, Risk Management, Financial Services, Derivatives, Loans, Asset Management, Process Improvement, Wealth Management, Financial Modeling, Business Analysis, Finance, Investment Banking, Vendor Management, Mortgage Lending, Strategic Financial..., Capital Markets, Trading, Hedge Funds, Microsoft Excel, Credit Analysis
Education
Moravian College 1976 — 1980
Bachelor's degree, Business Administration and Management, General
Piscataway Township High School 1974 — 1976
Merrill Lynch February 2014 - Present
BofA Merrill Lynch June 1976 - Present
Skills
Financial Analysis, Risk Management, Financial Services, Derivatives, Loans, Asset Management, Process Improvement, Wealth Management, Financial Modeling, Business Analysis, Finance, Investment Banking, Vendor Management, Mortgage Lending, Strategic Financial..., Capital Markets, Trading, Hedge Funds, Microsoft Excel, Credit Analysis
Education
Moravian College 1976 — 1980
Bachelor's degree, Business Administration and Management, General
Piscataway Township High School 1974 — 1976
Sean Longo's Merrill Lynch Experience September 2005 - Present
Job Vice President, PIA Program Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2005 - Present
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, IRAs, Asset Allocation, Mutual Funds, Series 66
Education
Montclair State University 2000 — 2005
Bachelor of Science, Business Adm
Merrill Lynch September 2005 - Present
Skills
Uniform Combined State..., Series 7, Wealth Management, Retirement Planning, 401k Rollovers, Saving for Education, Investment Advisory, IRAs, Asset Allocation, Mutual Funds, Series 66
Education
Montclair State University 2000 — 2005
Bachelor of Science, Business Adm
Todd M Howland Todd M Howland's Merrill Lynch Experience August 2006 - December 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Savvy Wealth Management February 2008 - October 2014
Carmel Valley Athletic Club 2006 - 2008
Merrill Lynch August 2006 - December 2007
Sensei Todd's Thai Kick Boxing October 2006 - June 2007
Tokyo Joe's Martial Arts October 2002 - September 2006
Northeast Planning Associates May 2002 - August 2006
Wareforce August 1998 - April 2002
MicroAge September 1994 - August 1998
Applied Intelligence Group April 1992 - May 1993
Skills
Martial Arts, Kickboxing, Sports, Protection, Karate, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Estate Planning, Alternative Investments, Investments, Asset Management, Portfolio Management, Insurance
Education
American College 2007 — 2008
Finance & Investing
Monterey Peninsula College 1993 — 1994
Associates, Liberal Studies
University of Northern Virginia 1990 — 1991
Liberal Arts
Fidelity Investments October 2014 - Present
Savvy Wealth Management February 2008 - October 2014
Carmel Valley Athletic Club 2006 - 2008
Merrill Lynch August 2006 - December 2007
Sensei Todd's Thai Kick Boxing October 2006 - June 2007
Tokyo Joe's Martial Arts October 2002 - September 2006
Northeast Planning Associates May 2002 - August 2006
Wareforce August 1998 - April 2002
MicroAge September 1994 - August 1998
Applied Intelligence Group April 1992 - May 1993
Skills
Martial Arts, Kickboxing, Sports, Protection, Karate, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Estate Planning, Alternative Investments, Investments, Asset Management, Portfolio Management, Insurance
Education
American College 2007 — 2008
Finance & Investing
Monterey Peninsula College 1993 — 1994
Associates, Liberal Studies
University of Northern Virginia 1990 — 1991
Liberal Arts
Douglas Pyle Douglas Pyle's Merrill Lynch Experience June 1994 - July 2003
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2003 - Present
Merrill Lynch June 1994 - July 2003
O-I November 1972 - March 1994
Education
Moravian College 1966 — 1970
BA, English
Ameriprise Financial Services, Inc. July 2003 - Present
Merrill Lynch June 1994 - July 2003
O-I November 1972 - March 1994
Education
Moravian College 1966 — 1970
BA, English
Steve Rudolph Steve Rudolph's Merrill Lynch Experience March 2011 - January 2012
Job Executive Director Head of Field Operations, Supervision and Risk at UBS Wealth Management
Industry Financial Services
Experience
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
UBS July 2014 - Present
UBS Wealth Management March 2013 - July 2014
UBS Wealth Management May 2012 - March 2013
Barclays Wealth March 2012 - April 2012
Merrill Lynch March 2011 - January 2012
Merrill Lynch/Bank of America June 2007 - March 2011
Merrill Lynch March 2006 - June 2007
Data Communiqué International April 2003 - March 2006
Merrill Lynch April 2001 - April 2003
Merrill Lynch May 2000 - April 2001
Skills
Six Sigma, Process Improvement, Customer Relations, Customer Experience, Metrics, Data Analysis, Program Management, Quality Assurance, Change Management, Project Execution, Mentoring, Business Relationship...
Education
Montclair State University 1990 — 1994
BS, Business, Accounting
Alicia White-Kelly Alicia White-Kelly's Merrill Lynch Experience May 2000 - October 2000
Job Credentialing Supervisor at Emergency Medicine Associates, P.A., P.C.
Industry Hospital & Health Care
Experience
Emergency Medicine Associates, P.A., P.C. September 2014 - Present
MedMarket Intelligence, LLC June 2012 - Present
Disney Cruise Line April 2014 - August 2014
Disney Cruise Line September 2013 - August 2014
Seton Hall University September 2007 - August 2009
AmeriChoice January 2004 - September 2004
CIGNA Healthcare December 2001 - November 2003
Nekema, Inc. May 2000 - November 2001
Merrill Lynch May 2000 - October 2000
Skills
Blogging, Social Media, Strategy, Management, Social Media Measurement, Program Management, Sales, Social Media Marketing, Facebook, Community Management, YouTube, SMO, SEO, Social Media Consulting, Social Media Strategist, Pinterest, Wordpress, Facebook Marketing, Google Analytics, Online Advertising, Marketing, Leadership, Microsoft Excel, Technical Writers, Social Networking, Online Marketing, Event Management, Public Relations, Newsletters, Email Marketing
Education
Southern New Hampshire University
Bachelor of Arts (B.A.), Communications / Professional Writing
Montgomery College
Associate of Arts (A.A.), General Studies
Marist High School
High School Diploma, College Preparatory Courses
Emergency Medicine Associates, P.A., P.C. September 2014 - Present
MedMarket Intelligence, LLC June 2012 - Present
Disney Cruise Line April 2014 - August 2014
Disney Cruise Line September 2013 - August 2014
Seton Hall University September 2007 - August 2009
AmeriChoice January 2004 - September 2004
CIGNA Healthcare December 2001 - November 2003
Nekema, Inc. May 2000 - November 2001
Merrill Lynch May 2000 - October 2000
Skills
Blogging, Social Media, Strategy, Management, Social Media Measurement, Program Management, Sales, Social Media Marketing, Facebook, Community Management, YouTube, SMO, SEO, Social Media Consulting, Social Media Strategist, Pinterest, Wordpress, Facebook Marketing, Google Analytics, Online Advertising, Marketing, Leadership, Microsoft Excel, Technical Writers, Social Networking, Online Marketing, Event Management, Public Relations, Newsletters, Email Marketing
Education
Southern New Hampshire University
Bachelor of Arts (B.A.), Communications / Professional Writing
Montgomery College
Associate of Arts (A.A.), General Studies
Marist High School
High School Diploma, College Preparatory Courses
Ken Ross's Merrill Lynch Experience 1999 - 2000
Job Manager Advanced Risk and Compliance Analytics at PwC
Industry Financial Services
Experience
PwC April 2014 - Present
Barclays Capital June 2011 - March 2014
Citibank April 2010 - June 2011
Barclays Capital June 2006 - April 2010
TD Ameritrade September 2000 - June 2006
Merrill Lynch 1999 - 2000
Warner Lambert 1998 - 1999
Pershing 1996 - 1998
Smith Barney 1995 - 1996
Electronic Data Systems ( EDS ) 1994 - 1995
Skills
AML, Business Analysis, Banking, SDLC, Data Analysis, Data Modeling, Project Management, User Acceptance Testing, Back Office, KYC, Financial Risk, Risk Management, Trade Compliance, Trading, Anti Money Laundering, Management, Process Improvement, Database Design, Brokerage, Life Insurance, Financial Services, PMP, Front Office, Electronic Trading..., Investment Banking, Quality Assurance, Databases, Software Project..., Case Tools, Spotfire, SAS, R
Education
Stevens Institute of Technology 2003 — 2006
Master's degree, Information Management, 3.8
Chubb Institute of Technology 1986 — 1987
Information Technology, Programming
Montclair State University
BS, Management, Marketing, 3.76
PwC April 2014 - Present
Barclays Capital June 2011 - March 2014
Citibank April 2010 - June 2011
Barclays Capital June 2006 - April 2010
TD Ameritrade September 2000 - June 2006
Merrill Lynch 1999 - 2000
Warner Lambert 1998 - 1999
Pershing 1996 - 1998
Smith Barney 1995 - 1996
Electronic Data Systems ( EDS ) 1994 - 1995
Skills
AML, Business Analysis, Banking, SDLC, Data Analysis, Data Modeling, Project Management, User Acceptance Testing, Back Office, KYC, Financial Risk, Risk Management, Trade Compliance, Trading, Anti Money Laundering, Management, Process Improvement, Database Design, Brokerage, Life Insurance, Financial Services, PMP, Front Office, Electronic Trading..., Investment Banking, Quality Assurance, Databases, Software Project..., Case Tools, Spotfire, SAS, R
Education
Stevens Institute of Technology 2003 — 2006
Master's degree, Information Management, 3.8
Chubb Institute of Technology 1986 — 1987
Information Technology, Programming
Montclair State University
BS, Management, Marketing, 3.76
Margaret O'Hara Margaret O'Hara's Merrill Lynch Experience June 1993 - August 1995
Job Teacher, Recruiter, Career Counselor
Industry Professional Training & Coaching
Experience
School District of the Chathams September 2004 - June 2013
Deloitte September 2000 - July 2004
NYU Stern School of Business May 1998 - February 2000
NYU Stern School of Business September 1995 - May 1998
Merrill Lynch June 1993 - August 1995
Deloitte July 1987 - June 1993
Skills
Relationship Development, Job Coaching, Team Management, Recruiting, Outstanding..., Educational Leadership, Superior written &..., Superior organizational...
Education
Seton Hall University
M.S, Biology
Montclair State University
B.A, Biology
School District of the Chathams September 2004 - June 2013
Deloitte September 2000 - July 2004
NYU Stern School of Business May 1998 - February 2000
NYU Stern School of Business September 1995 - May 1998
Merrill Lynch June 1993 - August 1995
Deloitte July 1987 - June 1993
Skills
Relationship Development, Job Coaching, Team Management, Recruiting, Outstanding..., Educational Leadership, Superior written &..., Superior organizational...
Education
Seton Hall University
M.S, Biology
Montclair State University
B.A, Biology
Carolyn Margueritte Carolyn Margueritte's Merrill Lynch Experience 1995 - 2000
Job Senior GVUL Service Representative
Industry Insurance
Experience
AICPA Insurance Trust February 2014 - Present
Penn Mutual January 2009 - August 2013
Penn Mutual January 2003 - January 2009
BISYS Fund Services June 2000 - October 2001
Merrill Lynch 1995 - 2000
Preferred Benefits Corp / Merrill Lynch May 1995 - August 1998
Skills
Pensions, Pension Administration, Qualified Domestic..., Nondiscrimination..., Simple IRA, SEP IRA, Keoghs, 401k Rollovers, Permanent Life Insurance, Universal Life, Whole Life, Variable Life, Variable Products, Series 6, Survivorship, Key Person Insurance, Term Life Insurance, Long Term Care Insurance, 403 b, Qualified Retirement..., Aspect ACD, Symon, NICE Call Recording, Call Quality, Life Insurance, 401k, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Software Documentation, Series 63, Health Insurance, Financial Services, Underwriting
Education
Montgomery County Community College 2002 — 2004
Hatboro-Horsham Senior High
AICPA Insurance Trust February 2014 - Present
Penn Mutual January 2009 - August 2013
Penn Mutual January 2003 - January 2009
BISYS Fund Services June 2000 - October 2001
Merrill Lynch 1995 - 2000
Preferred Benefits Corp / Merrill Lynch May 1995 - August 1998
Skills
Pensions, Pension Administration, Qualified Domestic..., Nondiscrimination..., Simple IRA, SEP IRA, Keoghs, 401k Rollovers, Permanent Life Insurance, Universal Life, Whole Life, Variable Life, Variable Products, Series 6, Survivorship, Key Person Insurance, Term Life Insurance, Long Term Care Insurance, 403 b, Qualified Retirement..., Aspect ACD, Symon, NICE Call Recording, Call Quality, Life Insurance, 401k, Variable Annuities, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Employee Benefits, Software Documentation, Series 63, Health Insurance, Financial Services, Underwriting
Education
Montgomery County Community College 2002 — 2004
Hatboro-Horsham Senior High
Lee Bush II, J.D. Lee Bush II, J.D.'s Merrill Lynch Experience 2004 - 2007
Job C.E.O. Dylan Jaxson Entertainment
Industry Banking
Experience
NCS/Waste Pro 2013 - Present
BankPlus 2007 - 2010
Merrill Lynch 2004 - 2007
American Express 2002 - 2004
Merrill Lynch May 2001 - August 2001
J.P. Morgan May 2000 - August 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Research, Financial Analysis, Microsoft Word, Public Speaking, Data Analysis, Customer Service, Access, Risk Management, Investments, Leadership, Fundraising, Securities, Outlook, Legal Research, Legal Writing, Management, Finance, Strategic Planning
Education
University of Mississippi School of Law 2010 — 2013
Doctor of Law (JD), Law
Morehouse College 1998 — 2002
Bachelor of Arts (BA), Finance Major and Economics Minor, Cum Laude
NCS/Waste Pro 2013 - Present
BankPlus 2007 - 2010
Merrill Lynch 2004 - 2007
American Express 2002 - 2004
Merrill Lynch May 2001 - August 2001
J.P. Morgan May 2000 - August 2000
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Bloomberg, Research, Financial Analysis, Microsoft Word, Public Speaking, Data Analysis, Customer Service, Access, Risk Management, Investments, Leadership, Fundraising, Securities, Outlook, Legal Research, Legal Writing, Management, Finance, Strategic Planning
Education
University of Mississippi School of Law 2010 — 2013
Doctor of Law (JD), Law
Morehouse College 1998 — 2002
Bachelor of Arts (BA), Finance Major and Economics Minor, Cum Laude
Scott J. Moran Scott J. Moran's Merrill Lynch Experience 1993 - 1993
Job National Account Executive at Atrion Corporation
Industry Information Technology and Services
Experience
Atrion Corporation June 2013 - Present
OnX Enterprise Solutions (formally Agilysys) August 2011 - May 2013
Agilysys (formally Innovativ) July 2007 - August 2011
Innovativ August 2004 - July 2007
Emtec Inc. April 2002 - July 2004
Bay State Computer Group and Aztec Technology Partners 1996 - 2001
Pacific Access Computer Company 1995 - 1996
The Chubb Institute 1993 - 1994
Merrill Lynch 1993 - 1993
IBM 1985 - 1993
Skills
Enterprise Software, Solution Selling, Account Management, Cloud Computing, SaaS, Consulting, National Accounts, Marketing, Sales Process, Sales, Telecommunications, Salesforce.com, Cold Calling, Professional Services, Business Development
Education
Montclair State University
B.S. Marketing & Economics
Seton Hall University
Atrion Corporation June 2013 - Present
OnX Enterprise Solutions (formally Agilysys) August 2011 - May 2013
Agilysys (formally Innovativ) July 2007 - August 2011
Innovativ August 2004 - July 2007
Emtec Inc. April 2002 - July 2004
Bay State Computer Group and Aztec Technology Partners 1996 - 2001
Pacific Access Computer Company 1995 - 1996
The Chubb Institute 1993 - 1994
Merrill Lynch 1993 - 1993
IBM 1985 - 1993
Skills
Enterprise Software, Solution Selling, Account Management, Cloud Computing, SaaS, Consulting, National Accounts, Marketing, Sales Process, Sales, Telecommunications, Salesforce.com, Cold Calling, Professional Services, Business Development
Education
Montclair State University
B.S. Marketing & Economics
Seton Hall University
Jason Enlow Jason Enlow's Merrill Lynch Experience June 2002 - April 2009
Job Designer of Men's Tailored Fashion
Industry Apparel & Fashion
Experience
Claremont Bespoke July 2010 - Present
Bloomingdale's September 2011 - October 2012
Merrill Lynch June 2002 - April 2009
Skills
Tailoring, Manufacturing in Europe, Entrepreneurship, Apparel, Fashion, E-commerce, Trend Analysis, Market Research, Retail, Marketing, Sales, Forecasting, Microsoft Excel, Brand Development, International Business, Leadership, Trading, Financial Services, Start-ups, Finance, Strategy, Business Development, Venture Capital, Management Consulting, Business Strategy, Investments, Financial Modeling, Competitive Analysis, Financial Analysis, Pricing, Marketing Strategy
Education
Morehouse College 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
FHS
Claremont Bespoke July 2010 - Present
Bloomingdale's September 2011 - October 2012
Merrill Lynch June 2002 - April 2009
Skills
Tailoring, Manufacturing in Europe, Entrepreneurship, Apparel, Fashion, E-commerce, Trend Analysis, Market Research, Retail, Marketing, Sales, Forecasting, Microsoft Excel, Brand Development, International Business, Leadership, Trading, Financial Services, Start-ups, Finance, Strategy, Business Development, Venture Capital, Management Consulting, Business Strategy, Investments, Financial Modeling, Competitive Analysis, Financial Analysis, Pricing, Marketing Strategy
Education
Morehouse College 1998 — 2002
Bachelor of Arts (B.A.), Finance, General
FHS
Stephen D. Nagy Stephen D. Nagy's Merrill Lynch Experience March 2012 - July 2012
Job Production Assistant at Flipping Fun, LLC
Industry Broadcast Media
Experience
Flipping Fun, LLC July 2011 - Present
Merrill Lynch March 2012 - July 2012
NJ Sports Media August 2011 - November 2011
Education
Montclair State University 2007 — 2011
BA, Radio and Television Broadcasting Technology/Technician
Flipping Fun, LLC July 2011 - Present
Merrill Lynch March 2012 - July 2012
NJ Sports Media August 2011 - November 2011
Education
Montclair State University 2007 — 2011
BA, Radio and Television Broadcasting Technology/Technician
Ted Steen Ted Steen's Merrill Lynch Experience July 1986 - March 2002
Job at
Industry Education Management
Experience
Bergenfield Board of Education January 2011 - Present
Breakwater Trading LLC April 2005 - January 2007
Banc of America Securities March 2002 - April 2004
Merrill Lynch July 1986 - March 2002
Skills
Fixed Income, Capital Markets
Education
Montclair State University 2010 — 2017
Pure and Applied Mathematics, Mathematics
The George Washington University 1982 — 1986
BA, International Affairs
Bergenfield Board of Education January 2011 - Present
Breakwater Trading LLC April 2005 - January 2007
Banc of America Securities March 2002 - April 2004
Merrill Lynch July 1986 - March 2002
Skills
Fixed Income, Capital Markets
Education
Montclair State University 2010 — 2017
Pure and Applied Mathematics, Mathematics
The George Washington University 1982 — 1986
BA, International Affairs
Aaron Israel Aaron Israel's Merrill Lynch Experience December 2008 - November 2009
Job CEO/President at VanguardFX
Industry Financial Services
Experience
VanguardFX November 2009 - Present
Merrill Lynch December 2008 - November 2009
Advanced Currency Markets November 2007 - December 2008
Education
Morehouse College
United States Naval Academy
VanguardFX November 2009 - Present
Merrill Lynch December 2008 - November 2009
Advanced Currency Markets November 2007 - December 2008
Education
Morehouse College
United States Naval Academy
Nafeezah Wallace Nafeezah Wallace's Merrill Lynch Experience August 2014 - Present
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2014 - Present
Mary Kay August 2013 - Present
Astoria Federal Savings Bank February 2011 - August 2014
Hollister Co May 2010 - November 2010
Skills
Sales, Selling, Customer Service, Team Building, Coaching, Analysis, Strategic Planning, Finance, Microsoft Office, Real Estate, Microsoft Excel, Research, Training, Marketing, Investments
Education
Spelman College 2006 — 2010
Bachelors of Arts, Mathematics
Sacred Heart Academy 2002 — 2006
Morehouse College
Merrill Lynch August 2014 - Present
Mary Kay August 2013 - Present
Astoria Federal Savings Bank February 2011 - August 2014
Hollister Co May 2010 - November 2010
Skills
Sales, Selling, Customer Service, Team Building, Coaching, Analysis, Strategic Planning, Finance, Microsoft Office, Real Estate, Microsoft Excel, Research, Training, Marketing, Investments
Education
Spelman College 2006 — 2010
Bachelors of Arts, Mathematics
Sacred Heart Academy 2002 — 2006
Morehouse College
Lou Capolino Lou Capolino's Merrill Lynch Experience 2012 - 2014
Job Financial Advisor at Capital One Investing
Industry Financial Services
Experience
Capital One Investing January 2015 - Present
Merrill Lynch 2012 - 2014
Comcap Corp January 1985 - October 2012
Skills
Wealth management,..., Finance, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Portfolio Management, Retirement, Financial Services, Series 7
Education
Montclair State University 1982 — 1989
Bachelor's degree, Marketing, 3.97
Brooklyn Technical High School
Polytechnical Institute of New York
Capital One Investing January 2015 - Present
Merrill Lynch 2012 - 2014
Comcap Corp January 1985 - October 2012
Skills
Wealth management,..., Finance, Investments, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Portfolio Management, Retirement, Financial Services, Series 7
Education
Montclair State University 1982 — 1989
Bachelor's degree, Marketing, 3.97
Brooklyn Technical High School
Polytechnical Institute of New York
Benjamin J Lambert IV Benjamin J Lambert IV's Merrill Lynch Experience March 2001 - January 2012
Job Vice President Financial Advisor
Industry Financial Services
Experience
Merrill Lynch March 2001 - January 2012
Wells Fargo Advisors August 1994 - February 2001
Bank of America Investment Services June 1991 - February 1993
Education
Morehouse College 1985 — 1989
Bachelor's degree, Banking and Finance
Benedictine High School 1981 — 1985
Merrill Lynch March 2001 - January 2012
Wells Fargo Advisors August 1994 - February 2001
Bank of America Investment Services June 1991 - February 1993
Education
Morehouse College 1985 — 1989
Bachelor's degree, Banking and Finance
Benedictine High School 1981 — 1985
Allan Boomer Allan Boomer's Merrill Lynch Experience June 1995 - August 2002
Job Managing Partner at Momentum Advisors
Industry Financial Services
Experience
Momentum Advisors January 2012 - Present
Fiduciary Management Group May 2010 - January 2012
Goldman Sachs June 2003 - May 2010
Merrill Lynch June 1995 - August 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance, Accounting, Entrepreneurship
Morgan State University 1995 — 1999
BS, Marketing
Franklin High School 1991 — 1995
High School Diploma
Momentum Advisors January 2012 - Present
Fiduciary Management Group May 2010 - January 2012
Goldman Sachs June 2003 - May 2010
Merrill Lynch June 1995 - August 2002
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance, Accounting, Entrepreneurship
Morgan State University 1995 — 1999
BS, Marketing
Franklin High School 1991 — 1995
High School Diploma
Keith Beasley Keith Beasley's Merrill Lynch Experience June 2010 - October 2010
Job Independent Contractor at World Financial Group (WFG) and Author of A Way Forward
Industry Financial Services
Experience
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
World Financial Group (WFG) June 2015 - Present
Author March 2014 - Present
First Investors August 2014 - March 2015
TLB Media and Entertainment Consulting January 2011 - August 2014
Harvest of Hope Family Services Network, In May 2011 - October 2011
Merrill Lynch June 2010 - October 2010
AXA Advisors July 2009 - January 2010
Smith Barney December 2006 - April 2009
Skills
Series 7, Series 63, Fixed Income, Equities, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Mutual Funds, Wealth Management, Securities, Investment Strategies, CFA Level one candidate, Entrepreneurship, Financial Advisory, Analysis
Education
Morehouse College
Bachelor of Arts, Business Administration, Finance
Randy Weinerman Randy Weinerman's Merrill Lynch Experience 1987 - 1991
Job Division Vice President at Mitsubishi International Corporation
Industry Mining & Metals
Experience
Mitsubishi International Corporation September 2014 - Present
Commerzbank AG April 2014 - September 2014
Commerzbank AG March 2008 - March 2014
Bank of America 2005 - 2008
The Bank of Nova Scotia, ScotiaMocatta 1994 - 2005
Merrill Lynch 1987 - 1991
Skills
Capital Markets, Derivatives, Commodity, Trading, Banking, CRM, Commodity Markets, Hedging, Financial Markets, Precious Metals, Financial Structuring, Credit, Investment Banking, Management, Finance, Risk Management, FX Options, Sales, Strategic Planning, New Business Development
Education
Fairleigh Dickinson University-Florham Campus 1987 — 1993
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Montclair State University 1981 — 1983
Bachelor's Degree, Business Administration and Management, General
Dover High School
Mitsubishi International Corporation September 2014 - Present
Commerzbank AG April 2014 - September 2014
Commerzbank AG March 2008 - March 2014
Bank of America 2005 - 2008
The Bank of Nova Scotia, ScotiaMocatta 1994 - 2005
Merrill Lynch 1987 - 1991
Skills
Capital Markets, Derivatives, Commodity, Trading, Banking, CRM, Commodity Markets, Hedging, Financial Markets, Precious Metals, Financial Structuring, Credit, Investment Banking, Management, Finance, Risk Management, FX Options, Sales, Strategic Planning, New Business Development
Education
Fairleigh Dickinson University-Florham Campus 1987 — 1993
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Montclair State University 1981 — 1983
Bachelor's Degree, Business Administration and Management, General
Dover High School
Peter P. Rubolotta Peter P. Rubolotta's Merrill Lynch Experience February 1977 - January 2009
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Merrill Lynch February 1977 - January 2009
Skills
Investments, Mutual Funds, Asset Allocation, Trading, Retirement Planning, Investment Strategies, Risk Management
Education
Montclair State University 1964 — 1968
Masters of Arts, Business
Wells Fargo Advisors January 2009 - Present
Merrill Lynch February 1977 - January 2009
Skills
Investments, Mutual Funds, Asset Allocation, Trading, Retirement Planning, Investment Strategies, Risk Management
Education
Montclair State University 1964 — 1968
Masters of Arts, Business
Nicole Free Nicole Free's Merrill Lynch Experience May 2011 - August 2011
Job Business Analyst
Industry Financial Services
Experience
Major, Lindsey & Africa March 2015 - Present
Aerotek September 2013 - March 2015
BWB May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
dogfish head craft brewery June 2008 - August 2010
Xtreme Athletics November 2008 - April 2009
Smokey Glen Farm May 2006 - September 2006
Skills
Microsoft Excel, Research, Customer Service, PowerPoint, Management, Analysis, Leadership, Microsoft Office, Public Speaking, Time Management, Social Media
Education
Salisbury University 2012 — 2013
Master of Business Administration (MBA)
Salisbury University 2009 — 2012
Montgomery College
gaithersburg high school
Major, Lindsey & Africa March 2015 - Present
Aerotek September 2013 - March 2015
BWB May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
dogfish head craft brewery June 2008 - August 2010
Xtreme Athletics November 2008 - April 2009
Smokey Glen Farm May 2006 - September 2006
Skills
Microsoft Excel, Research, Customer Service, PowerPoint, Management, Analysis, Leadership, Microsoft Office, Public Speaking, Time Management, Social Media
Education
Salisbury University 2012 — 2013
Master of Business Administration (MBA)
Salisbury University 2009 — 2012
Montgomery College
gaithersburg high school
Doreen Cunningham Doreen Cunningham's Merrill Lynch Experience February 2006 - August 2008
Job Recruiter at ZocDoc
Industry Staffing and Recruiting
Experience
ZocDoc October 2014 - Present
Accenture April 2013 - April 2014
The RightThing, An ADP Company February 2009 - March 2013
The Higgins Group 2009 - 2010
DAK Associates September 2008 - January 2009
Merrill Lynch February 2006 - August 2008
Bankers Trust December 1988 - September 1994
Moravian College 1987 - 1988
Skills
AIRS Certification -..., Recruiting, Executive Search, Sourcing, College Recruiting, Temporary Placement, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Team Leadership, Internet Recruiting, Talent Management, Onboarding, Insurance, Government, CIR, ACIR, Partnerships
Education
Moravian College
BA, Political Science
New York University
ZocDoc October 2014 - Present
Accenture April 2013 - April 2014
The RightThing, An ADP Company February 2009 - March 2013
The Higgins Group 2009 - 2010
DAK Associates September 2008 - January 2009
Merrill Lynch February 2006 - August 2008
Bankers Trust December 1988 - September 1994
Moravian College 1987 - 1988
Skills
AIRS Certification -..., Recruiting, Executive Search, Sourcing, College Recruiting, Temporary Placement, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Team Leadership, Internet Recruiting, Talent Management, Onboarding, Insurance, Government, CIR, ACIR, Partnerships
Education
Moravian College
BA, Political Science
New York University
Malik Smith Malik Smith's Merrill Lynch Experience November 2005 - November 2012
Job Principal at Kairos Capital Group, LLC
Industry Financial Services
Experience
Kairos Capital Group, LLC November 2012 - Present
Merrill Lynch November 2005 - November 2012
LCG November 2004 - November 2005
State Street August 2001 - November 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Uniform Combined State..., Series 63, Investments, Wealth Management, Fixed Income, Equities, Securities, Alternative Investments, Strategic Financial..., ETFs, Asset Managment, Retirement Planning, Portfolio Management, Estate Planning, 401k
Education
Morehouse College
Psychology/Business
Kairos Capital Group, LLC November 2012 - Present
Merrill Lynch November 2005 - November 2012
LCG November 2004 - November 2005
State Street August 2001 - November 2004
Skills
Series 7, Mutual Funds, Asset Allocation, Uniform Combined State..., Series 63, Investments, Wealth Management, Fixed Income, Equities, Securities, Alternative Investments, Strategic Financial..., ETFs, Asset Managment, Retirement Planning, Portfolio Management, Estate Planning, 401k
Education
Morehouse College
Psychology/Business
Jonathan Kilson's Merrill Lynch Experience June 2009 - August 2011
Job Management at Walmart inc
Industry Management Consulting
Experience
Walmart September 2014 - Present
Walmart Intern Management program June 2014 - Present
Old navy 2013 - June 2014
Follett School Solutions 2012 - 2013
MCEC entrepreneur Program 2012 - 2012
Merrill Lynch June 2009 - August 2011
Skills
Management, Social Media, Microsoft Office, Process Scheduler, Logistics, Event Planning, Microsoft Word, Social Networking, Leadership, Research, Sales, Teamwork
Education
Morehouse College 2011 — 2014
Morehouse College 2011 — 2014
aliso niguel high school
Walmart September 2014 - Present
Walmart Intern Management program June 2014 - Present
Old navy 2013 - June 2014
Follett School Solutions 2012 - 2013
MCEC entrepreneur Program 2012 - 2012
Merrill Lynch June 2009 - August 2011
Skills
Management, Social Media, Microsoft Office, Process Scheduler, Logistics, Event Planning, Microsoft Word, Social Networking, Leadership, Research, Sales, Teamwork
Education
Morehouse College 2011 — 2014
Morehouse College 2011 — 2014
aliso niguel high school
Arthur L. Boyd III's Merrill Lynch Experience February 1998 - September 2002
Job Financial Advisor Lighting The Way To Financial WellBeing
Industry Banking
Experience
SunTrust Investment Services, Inc. November 2011 - Present
BankUnited July 2010 - October 2011
Wells Fargo Advisors September 2009 - July 2010
BankUnited March 2008 - September 2009
Banco Santander March 2004 - March 2008
Bank of America March 2003 - March 2004
Deutsche Bank July 2000 - September 2002
Merrill Lynch February 1998 - September 2002
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Asset Allocation, Financial Risk, Financial Planning, Asset Management, Managing Cashflow, Wealth Planning, Risk Assessment, Retirement Solutions, Special Needs Planning, Managing Debt, Wealth Transfer, Retirement Income..., Risk Analysis, Planning for Major..., Investment Advisory
Education
Morehouse College 1993 — 1997
Bachelor's Degree, Accounting and Finance
SunTrust Investment Services, Inc. November 2011 - Present
BankUnited July 2010 - October 2011
Wells Fargo Advisors September 2009 - July 2010
BankUnited March 2008 - September 2009
Banco Santander March 2004 - March 2008
Bank of America March 2003 - March 2004
Deutsche Bank July 2000 - September 2002
Merrill Lynch February 1998 - September 2002
Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Asset Allocation, Financial Risk, Financial Planning, Asset Management, Managing Cashflow, Wealth Planning, Risk Assessment, Retirement Solutions, Special Needs Planning, Managing Debt, Wealth Transfer, Retirement Income..., Risk Analysis, Planning for Major..., Investment Advisory
Education
Morehouse College 1993 — 1997
Bachelor's Degree, Accounting and Finance
Loren Asciak Loren Asciak's Merrill Lynch Experience November 2010 - February 2012
Job Negotiator at MEC
Industry Marketing and Advertising
Experience
MEC June 2014 - Present
Maxus February 2013 - June 2014
Juicy Couture May 2010 - February 2013
Merrill Lynch November 2010 - February 2012
Skills
Microsoft Excel, Retail, Microsoft Office, Customer Service, Sales, Financial Analysis, Outlook, Time Management, Microsoft Word, Marketing, Spreadsheets, V Lookups, Pivot Tables, Media Buying, Broadcast, Organization, Highly detail oriented, Social Media
Education
Montclair State University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management
Ridgefield Memorial High School 2004 — 2008
MEC June 2014 - Present
Maxus February 2013 - June 2014
Juicy Couture May 2010 - February 2013
Merrill Lynch November 2010 - February 2012
Skills
Microsoft Excel, Retail, Microsoft Office, Customer Service, Sales, Financial Analysis, Outlook, Time Management, Microsoft Word, Marketing, Spreadsheets, V Lookups, Pivot Tables, Media Buying, Broadcast, Organization, Highly detail oriented, Social Media
Education
Montclair State University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management
Ridgefield Memorial High School 2004 — 2008
Shaun Spearmon Shaun Spearmon's Merrill Lynch Experience September 2003 - May 2006
Job Engagement Leader at Kotter International
Industry Management Consulting
Experience
Kotter International July 2011 - Present
Kotter International April 2010 - September 2010
University of Washington, Office of Strategy Management January 2008 - August 2009
University of Washington Business School May 2006 - January 2008
Merrill Lynch September 2003 - May 2006
United Way of King County 2003 - 2004
Devon Industrial Group, LLC December 2001 - July 2003
Skills
Organizational..., Strategic Planning, Strategy Development, Analysis, Contract Negotiation, Customer Relations, Marketing Strategy, Program Management, Customer Service, Strategy, Budgets, Proposal Writing, Project Planning, Business Strategy, Research, Consulting, Leadership Development, Team Leadership, Management Consulting, Project Management, Team Building, Leadership, Marketing, Start-ups, Change Management, Business Development, Management, Business Analysis, Financial Analysis, Process Improvement, Executive Management, Public Speaking, Cross-functional Team..., Market Research, Coaching, Nonprofits, Entrepreneurship, Training, Leading Change
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA
Leadership Tomorrow 2010 — 2011
Morehouse College 1997 — 2001
BA
Lakeside School 1993 — 1997
Kotter International July 2011 - Present
Kotter International April 2010 - September 2010
University of Washington, Office of Strategy Management January 2008 - August 2009
University of Washington Business School May 2006 - January 2008
Merrill Lynch September 2003 - May 2006
United Way of King County 2003 - 2004
Devon Industrial Group, LLC December 2001 - July 2003
Skills
Organizational..., Strategic Planning, Strategy Development, Analysis, Contract Negotiation, Customer Relations, Marketing Strategy, Program Management, Customer Service, Strategy, Budgets, Proposal Writing, Project Planning, Business Strategy, Research, Consulting, Leadership Development, Team Leadership, Management Consulting, Project Management, Team Building, Leadership, Marketing, Start-ups, Change Management, Business Development, Management, Business Analysis, Financial Analysis, Process Improvement, Executive Management, Public Speaking, Cross-functional Team..., Market Research, Coaching, Nonprofits, Entrepreneurship, Training, Leading Change
Education
University of Washington, Michael G. Foster School of Business 2009 — 2011
MBA
Leadership Tomorrow 2010 — 2011
Morehouse College 1997 — 2001
BA
Lakeside School 1993 — 1997
L. Christopher McGee L. Christopher McGee's Merrill Lynch Experience January 2004 - March 2007
Job President CFS Acceptance, Chairman Small Business Committee at Inglewood Airport Area Chamber of Commerce
Industry Financial Services
Experience
CFS Acceptance April 2012 - Present
Inglewood Airport Area Chamber of Commerce June 2012 - Present
TCW July 2008 - April 2012
Countrywide Securities Corp March 2007 - April 2008
Merrill Lynch January 2004 - March 2007
Skills
Investments, Asset Managment, Portfolio Management, Private Equity, Financial Modeling, Due Diligence, Valuation, Loans, Corporate Finance, Financial Analysis, Mergers, Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration (MBA), Finance
Morehouse College
Bachelor of Arts (B.A.), Accounting
CFS Acceptance April 2012 - Present
Inglewood Airport Area Chamber of Commerce June 2012 - Present
TCW July 2008 - April 2012
Countrywide Securities Corp March 2007 - April 2008
Merrill Lynch January 2004 - March 2007
Skills
Investments, Asset Managment, Portfolio Management, Private Equity, Financial Modeling, Due Diligence, Valuation, Loans, Corporate Finance, Financial Analysis, Mergers, Capital Markets
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
Master of Business Administration (MBA), Finance
Morehouse College
Bachelor of Arts (B.A.), Accounting
Bill Clendenin Bill Clendenin's Merrill Lynch Experience 1997 - 2000
Job Stair & Rail Specialist TW Perry
Industry Construction
Experience
TW Perry June 2012 - Present
Merrill Lynch 1997 - 2000
Ferris, Baker Watts, Inc. 1994 - 1997
Skills
Team Building, Sales Management, Strategic Planning, Sales, Customer Service, Sales Operations, Construction, Contract Negotiation, Selling
Education
University of Maryland College Park 1992 — 1993
BS, Counseling
University of Montana 1991 — 1992
psychology
Montgomery College 1990 — 1991
psychology
Ripon College 1989 — 1990
Maret School 1984 — 1989
TW Perry June 2012 - Present
Merrill Lynch 1997 - 2000
Ferris, Baker Watts, Inc. 1994 - 1997
Skills
Team Building, Sales Management, Strategic Planning, Sales, Customer Service, Sales Operations, Construction, Contract Negotiation, Selling
Education
University of Maryland College Park 1992 — 1993
BS, Counseling
University of Montana 1991 — 1992
psychology
Montgomery College 1990 — 1991
psychology
Ripon College 1989 — 1990
Maret School 1984 — 1989
Amy Kolesnik Amy Kolesnik's Merrill Lynch Experience May 2014 - August 2014
Job Professional Associate at ACE Group
Industry Insurance
Experience
ACE Group June 2015 - Present
Gwynedd Mercy University September 2014 - May 2015
Gwynedd Mercy University January 2014 - May 2015
Merrill Lynch May 2014 - August 2014
Northwestern Mutual October 2013 - October 2013
Nave' Frozen Yogurt June 2013 - October 2013
Kumon September 2011 - September 2013
Education
Gwynedd Mercy University 2013 — 2015
Bachelor of Science (B.S.), Mathematics
Montgomery County Community College 2011 — 2013
Associate of Science (A.S.), Business Administration
Wissahickon High School 2007 — 2011
High School Diploma
ACE Group June 2015 - Present
Gwynedd Mercy University September 2014 - May 2015
Gwynedd Mercy University January 2014 - May 2015
Merrill Lynch May 2014 - August 2014
Northwestern Mutual October 2013 - October 2013
Nave' Frozen Yogurt June 2013 - October 2013
Kumon September 2011 - September 2013
Education
Gwynedd Mercy University 2013 — 2015
Bachelor of Science (B.S.), Mathematics
Montgomery County Community College 2011 — 2013
Associate of Science (A.S.), Business Administration
Wissahickon High School 2007 — 2011
High School Diploma
Michael Banjany's Merrill Lynch Experience October 2013 - May 2015
Job Vice President JP Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Merrill Lynch October 2013 - May 2015
Wells Fargo Advisors April 2013 - August 2013
Morgan Stanley Wealth Management December 2012 - April 2013
Garden State Securities December 2010 - December 2012
Education
Montclair State University 2010 — 2012
Bachelor's degree, Management/ Finance
Pace University 2008 — 2010
Accounting and Finance
J.P. Morgan June 2015 - Present
Merrill Lynch October 2013 - May 2015
Wells Fargo Advisors April 2013 - August 2013
Morgan Stanley Wealth Management December 2012 - April 2013
Garden State Securities December 2010 - December 2012
Education
Montclair State University 2010 — 2012
Bachelor's degree, Management/ Finance
Pace University 2008 — 2010
Accounting and Finance
Jacob Hensley's Merrill Lynch Experience 2010 - 2014
Job Owner at District Dogs Inc.
Industry Consumer Services
Experience
District Dogs 2014 - Present
Merrill Lynch 2010 - 2014
General Electric (GE) 2008 - 2009
Skills
Customer Service, Entrepreneurship, Small Business, Management, Sales, Event Planning, Strategic Planning, Program Management, Marketing, Microsoft Office, Project Management, Public Speaking, Leadership, Social Media, Social Media Marketing
Education
Morehead State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.9
District Dogs 2014 - Present
Merrill Lynch 2010 - 2014
General Electric (GE) 2008 - 2009
Skills
Customer Service, Entrepreneurship, Small Business, Management, Sales, Event Planning, Strategic Planning, Program Management, Marketing, Microsoft Office, Project Management, Public Speaking, Leadership, Social Media, Social Media Marketing
Education
Morehead State University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.9
patricia cooney patricia cooney's Merrill Lynch Experience 1997 - 2004
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2004 - Present
Merrill Lynch 1997 - 2004
Deloitte 1994 - 1996
Lowenstein Sandler LLP 1987 - 1994
Education
Montclair State University
Bachelor's degree, Marketing/Marketing Management, General
Bank of America Merrill Lynch May 2004 - Present
Merrill Lynch 1997 - 2004
Deloitte 1994 - 1996
Lowenstein Sandler LLP 1987 - 1994
Education
Montclair State University
Bachelor's degree, Marketing/Marketing Management, General
Gloria Patterson Gloria Patterson's Merrill Lynch Experience July 2011 - November 2012
Job Operations Manager, MBA
Industry Consumer Goods
Experience
Carolina Blinds June 2006 - Present
Invest Financial 2012 - Present
Merrill Lynch July 2011 - November 2012
Cornerstone Financial Strategies June 1997 - October 2004
Skills
Asset Managment, Investments, Management, Retirement Planning, Training, Strategic Financial..., Series 7, Financial Advisory, Mortgage Lending, Marketing, Financial Services, Wealth Management, Asset Allocation, Event Planning, CRM, Business Development, Sales, Portfolio Management, Finance, Small Business, Financial Planning, Asset Management
Education
Series 7 and Series 66 2011 — 2011
Securities License
Montreat College, MBA 2006 — 2008
MBA
Montreat College
Carolina Blinds June 2006 - Present
Invest Financial 2012 - Present
Merrill Lynch July 2011 - November 2012
Cornerstone Financial Strategies June 1997 - October 2004
Skills
Asset Managment, Investments, Management, Retirement Planning, Training, Strategic Financial..., Series 7, Financial Advisory, Mortgage Lending, Marketing, Financial Services, Wealth Management, Asset Allocation, Event Planning, CRM, Business Development, Sales, Portfolio Management, Finance, Small Business, Financial Planning, Asset Management
Education
Series 7 and Series 66 2011 — 2011
Securities License
Montreat College, MBA 2006 — 2008
MBA
Montreat College
Patricio Bernal Patricio Bernal's Merrill Lynch Experience January 2005 - January 2007
Job Clearing Member Representative
Industry Financial Services
Experience
Options Clearing Corp May 2012 - Present
Bank of America Merrill Lynch February 2007 - April 2012
Merrill Lynch January 2005 - January 2007
Skills
Options, Collateral, Operational Risk, Fixed Income, Settlement Services, Trading Systems, Equities, Index Options, Equity Options, Futures, Project Management, Mergers & Acquisitions, Salesforce, Microsoft Office, Technical Support
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's degree, Finance
Options Clearing Corp May 2012 - Present
Bank of America Merrill Lynch February 2007 - April 2012
Merrill Lynch January 2005 - January 2007
Skills
Options, Collateral, Operational Risk, Fixed Income, Settlement Services, Trading Systems, Equities, Index Options, Equity Options, Futures, Project Management, Mergers & Acquisitions, Salesforce, Microsoft Office, Technical Support
Education
Montclair State University 2015 — 2017
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's degree, Finance
Nachor Alvarez Nachor Alvarez's Merrill Lynch Experience 1989 - 2002
Job Equity Derivatives Broker
Industry Financial Services
Experience
Financing Spree Commercial Group 2012 - Present
Equity Derivatives Broker 2008 - Present
JPMorgan Chase 2006 - 2008
Bear Sterns 2002 - 2006
Merrill Lynch 1989 - 2002
Skills
Finance, Technical Trader, Fundamental Analysis, Cash Trader, Options OTC/Listed, Strategic Financial..., Financial Analysis, Commercial Lending, Business Lending, Investment Properties, Commercial Leasing, Start-ups, International Sales, Options, Loans, Investments, Series 7, Series 63, Securities, Real Estate, Mutual Funds, Capital Markets, Hedge Funds, Equities, Trading, Asset Management, Sales, Fixed Income, Bloomberg, Portfolio Management, Series 55
Education
Union Hill High School 1984 — 1987
Montclair State University
Financing Spree Commercial Group 2012 - Present
Equity Derivatives Broker 2008 - Present
JPMorgan Chase 2006 - 2008
Bear Sterns 2002 - 2006
Merrill Lynch 1989 - 2002
Skills
Finance, Technical Trader, Fundamental Analysis, Cash Trader, Options OTC/Listed, Strategic Financial..., Financial Analysis, Commercial Lending, Business Lending, Investment Properties, Commercial Leasing, Start-ups, International Sales, Options, Loans, Investments, Series 7, Series 63, Securities, Real Estate, Mutual Funds, Capital Markets, Hedge Funds, Equities, Trading, Asset Management, Sales, Fixed Income, Bloomberg, Portfolio Management, Series 55
Education
Union Hill High School 1984 — 1987
Montclair State University
William Fields's Merrill Lynch Experience May 2008 - August 2008
Job Special Assistant, Office of Domestic Finance
Industry Public Policy
Experience
U.S. Department of the Treasury July 2015 - Present
U.S. Department of the Treasury August 2013 - June 2015
United States Senate Committee on Banking, Housing and Urban Affairs December 2009 - August 2013
Merrill Lynch May 2008 - August 2008
Skills
Public Speaking, Policy, Government, Policy Analysis, Analysis, Public Policy, Research, Community Outreach, Nonprofits, Legislative Relations
Education
Morehouse College 2005 — 2009
BA, Business Administration
U.S. Department of the Treasury July 2015 - Present
U.S. Department of the Treasury August 2013 - June 2015
United States Senate Committee on Banking, Housing and Urban Affairs December 2009 - August 2013
Merrill Lynch May 2008 - August 2008
Skills
Public Speaking, Policy, Government, Policy Analysis, Analysis, Public Policy, Research, Community Outreach, Nonprofits, Legislative Relations
Education
Morehouse College 2005 — 2009
BA, Business Administration
Lisa Frobose Lisa Frobose's Merrill Lynch Experience 1996 - 2004
Job Project Manager (Consultant) at Eli Lilly
Industry Computer Software
Experience
Eli Lilly and Company August 2012 - Present
Novartis January 2011 - February 2012
Insys Consulting March 2008 - February 2012
Celgene April 2008 - December 2010
Paragon Computer Professionals 1988 - 2008
Merck 2003 - 2007
Bristol-Myers Squibb 2003 - 2006
Merrill Lynch 1996 - 2004
Skills
SDLC, Data Modeling, Business Process Mapping, Process Engineering, Content Management, Web Services, Intranet, Technology Solutions, Vendor Management, Business Analysis, PMP, Requirements Analysis, PMO, Software Project..., Visio, SharePoint, Business Process, Software Documentation, MS Project, Project Management, Software Development
Education
Montclair State University 1980 — 1984
Bachelor of Science (BS), Computer Science and Economics
Eli Lilly and Company August 2012 - Present
Novartis January 2011 - February 2012
Insys Consulting March 2008 - February 2012
Celgene April 2008 - December 2010
Paragon Computer Professionals 1988 - 2008
Merck 2003 - 2007
Bristol-Myers Squibb 2003 - 2006
Merrill Lynch 1996 - 2004
Skills
SDLC, Data Modeling, Business Process Mapping, Process Engineering, Content Management, Web Services, Intranet, Technology Solutions, Vendor Management, Business Analysis, PMP, Requirements Analysis, PMO, Software Project..., Visio, SharePoint, Business Process, Software Documentation, MS Project, Project Management, Software Development
Education
Montclair State University 1980 — 1984
Bachelor of Science (BS), Computer Science and Economics
Kenyon Scales Kenyon Scales's Merrill Lynch Experience May 2013 - August 2013
Job Interest Rate Derivatives Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Merrill Lynch May 2013 - August 2013
Goldman Sachs April 2012 - August 2012
Piedmont Investment Advisors August 2011 - August 2011
Skills
Fixed Income, Microsoft Excel, PowerPoint, Calypso, Equities, Technical Analysis, Fundamental Analysis, Financial Analysis, FX Trading, Business Development, Microsoft Office, VBA, Teamwork, Advertising, Logic Pro, Financial Modeling, Futures Trading
Education
Morehouse College 2010 — 2014
B.A., Business Administration
Wells Fargo Securities June 2014 - Present
Merrill Lynch May 2013 - August 2013
Goldman Sachs April 2012 - August 2012
Piedmont Investment Advisors August 2011 - August 2011
Skills
Fixed Income, Microsoft Excel, PowerPoint, Calypso, Equities, Technical Analysis, Fundamental Analysis, Financial Analysis, FX Trading, Business Development, Microsoft Office, VBA, Teamwork, Advertising, Logic Pro, Financial Modeling, Futures Trading
Education
Morehouse College 2010 — 2014
B.A., Business Administration
Raza Manzar's Merrill Lynch Experience June 2007 - November 2008
Job
Industry Information Technology and Services
Experience
Morgan Stanley June 2014 - Present
Bank of America March 2011 - November 2013
Johnson & Johnson December 2008 - March 2011
Merrill Lynch June 2007 - November 2008
Merrill Lynch September 2006 - June 2007
Skills
SDLC, Requirements Gathering, BRDs, Microsoft Excel, Microsoft Office, Microsoft Visio, Microsoft SQL Server, Quality Center, Client Service Oriented, Communication Skills, Close Attention to..., Presentation Development, SAP, SharePoint, Securities Lending, Employee Stock Options, Systems Analysis, Gap Analysis, Process Improvement, Process Flow Charts, Use Case Diagrams, Requirements..., UML Tools, Agile Methodologies, Wealth Management..., User Acceptance Testing, Requirements Analysis, Business Analysis, Business Requirements, Waterfall, Regression Testing, Testing, Analysis, UML, MS Project, Finance, JIRA, Test Cases, Visio, Microsoft Project
Education
Montclair State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems, 3.45
Morgan Stanley June 2014 - Present
Bank of America March 2011 - November 2013
Johnson & Johnson December 2008 - March 2011
Merrill Lynch June 2007 - November 2008
Merrill Lynch September 2006 - June 2007
Skills
SDLC, Requirements Gathering, BRDs, Microsoft Excel, Microsoft Office, Microsoft Visio, Microsoft SQL Server, Quality Center, Client Service Oriented, Communication Skills, Close Attention to..., Presentation Development, SAP, SharePoint, Securities Lending, Employee Stock Options, Systems Analysis, Gap Analysis, Process Improvement, Process Flow Charts, Use Case Diagrams, Requirements..., UML Tools, Agile Methodologies, Wealth Management..., User Acceptance Testing, Requirements Analysis, Business Analysis, Business Requirements, Waterfall, Regression Testing, Testing, Analysis, UML, MS Project, Finance, JIRA, Test Cases, Visio, Microsoft Project
Education
Montclair State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems, 3.45
John Childress John Childress's Merrill Lynch Experience 1996 - 1997
Job Assistant Vice President Supervisory Controls & Policy Office at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2015 - Present
LPL Financial August 2005 - July 2015
TD Ameritrade August 1997 - February 2005
Merrill Lynch 1996 - 1997
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 66, Series 4, Coaching, FINRA, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, Leadership, Management, Retirement, Mutual Funds, Trading, Asset Allocation, Financial Services, Series 6, Alternative Investments, Investments, Relationship Management, Retirement Planning, Portfolio Management, Equities, Fixed Income, Financial Advisory, Asset Management
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Business Management
Moorpark College 1994 — 1996
A.A General Liberal Arts and Sciences
LPL Financial August 2015 - Present
LPL Financial August 2005 - July 2015
TD Ameritrade August 1997 - February 2005
Merrill Lynch 1996 - 1997
Skills
Series 7, Series 63, Series 24, Series 9, Series 10, Series 66, Series 4, Coaching, FINRA, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, Leadership, Management, Retirement, Mutual Funds, Trading, Asset Allocation, Financial Services, Series 6, Alternative Investments, Investments, Relationship Management, Retirement Planning, Portfolio Management, Equities, Fixed Income, Financial Advisory, Asset Management
Education
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Business Management
Moorpark College 1994 — 1996
A.A General Liberal Arts and Sciences
Monica Blair's Merrill Lynch Experience May 2008 - April 2010
Job Director COO for PB&WM Products and CoE HR at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Credit Suisse August 2011 - December 2013
Credit Suisse April 2010 - August 2011
Merrill Lynch May 2008 - April 2010
Merrill Lynch September 2007 - May 2008
Merrill Lynch November 2004 - September 2007
Merrill Lynch November 2003 - November 2004
Merrill Lynch November 2001 - November 2003
Merrill Lynch November 1999 - November 2001
Merrill Lynch June 1997 - November 1999
Skills
Series 7, Middle Office, Equities, Process Improvement, Prime Brokerage, Financial Analysis, Securities, Capital Markets, Strategy, Hedge Funds, Valuation, Derivatives, Business Planning, Fixed Income
Education
Seton Hall University 1996 — 1999
Masters, Finance
Montclair State University 1987 — 1992
BS, Accounting
McNair Academic Highschool 1983 — 1987
Credit Suisse January 2014 - Present
Credit Suisse August 2011 - December 2013
Credit Suisse April 2010 - August 2011
Merrill Lynch May 2008 - April 2010
Merrill Lynch September 2007 - May 2008
Merrill Lynch November 2004 - September 2007
Merrill Lynch November 2003 - November 2004
Merrill Lynch November 2001 - November 2003
Merrill Lynch November 1999 - November 2001
Merrill Lynch June 1997 - November 1999
Skills
Series 7, Middle Office, Equities, Process Improvement, Prime Brokerage, Financial Analysis, Securities, Capital Markets, Strategy, Hedge Funds, Valuation, Derivatives, Business Planning, Fixed Income
Education
Seton Hall University 1996 — 1999
Masters, Finance
Montclair State University 1987 — 1992
BS, Accounting
McNair Academic Highschool 1983 — 1987
Mahaz Khalifa's Merrill Lynch Experience May 2013 - February 2015
Job at
Industry Financial Services
Experience
Bank of America February 2015 - Present
Merrill Lynch May 2013 - February 2015
Merrill Lynch August 2010 - May 2013
Skills
Microsoft Excel, Securities, Wealth Management, Microsoft Office, Microsoft Word, Bloomberg, Asset Allocation, Equities, Fixed Income, Series 7, Mutual Funds
Education
Montclair State University 2008 — 2013
B.S. Business Administration, Finance
Bank of America February 2015 - Present
Merrill Lynch May 2013 - February 2015
Merrill Lynch August 2010 - May 2013
Skills
Microsoft Excel, Securities, Wealth Management, Microsoft Office, Microsoft Word, Bloomberg, Asset Allocation, Equities, Fixed Income, Series 7, Mutual Funds
Education
Montclair State University 2008 — 2013
B.S. Business Administration, Finance
Dorian Kandi's Merrill Lynch Experience May 2012 - July 2012
Job Direct Investments Equities Intern at Russell Investments and Graduate Student at University of Washington
Industry Financial Services
Experience
Russell Investments June 2015 - Present
MOREHOUSE COLLEGE September 2014 - May 2015
NC State University May 2014 - July 2014
Nationwide Insurance May 2013 - July 2013
Kroger April 2009 - January 2013
Merrill Lynch May 2012 - July 2012
Skills
R, Microsoft Excel, Data Analysis, PowerPoint, Critical Thinking, Leadership, Python, C++, Microsoft Word, Matlab, Microsoft Office, Financial Analysis, Customer Service, Teamwork, Outlook, Public Speaking, Budgets, Research, Fundraising, Editing, Social Media, Social Networking
Education
University of Washington 2015 — 2016
Master of Science (M.S.), Computational Finance and Risk Management
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Westerville north high school
Russell Investments June 2015 - Present
MOREHOUSE COLLEGE September 2014 - May 2015
NC State University May 2014 - July 2014
Nationwide Insurance May 2013 - July 2013
Kroger April 2009 - January 2013
Merrill Lynch May 2012 - July 2012
Skills
R, Microsoft Excel, Data Analysis, PowerPoint, Critical Thinking, Leadership, Python, C++, Microsoft Word, Matlab, Microsoft Office, Financial Analysis, Customer Service, Teamwork, Outlook, Public Speaking, Budgets, Research, Fundraising, Editing, Social Media, Social Networking
Education
University of Washington 2015 — 2016
Master of Science (M.S.), Computational Finance and Risk Management
Morehouse College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
Westerville north high school
Tony Walko's Merrill Lynch Experience March 1986 - November 1988
Job Technologies Consultant / DBA at ADP
Industry Computer Software
Experience
ADP May 2001 - Present
Sapphire Technologies January 2001 - May 2001
Paradigm Direct November 1999 - December 2000
Zurich Payroll Solutions December 1997 - November 1999
AON Consulting (Formerly Alexander Consulting Group) June 1996 - December 1997
AON Consulting (Formerly Alexander Consulting Group) November 1988 - June 1996
Merrill Lynch March 1986 - November 1988
Five Technologies July 1985 - March 1986
ITT COINS Division April 1984 - July 1985
Education
Montclair State University
BS, Computer Science
Chubb Institute 1982 — 1984
ADP May 2001 - Present
Sapphire Technologies January 2001 - May 2001
Paradigm Direct November 1999 - December 2000
Zurich Payroll Solutions December 1997 - November 1999
AON Consulting (Formerly Alexander Consulting Group) June 1996 - December 1997
AON Consulting (Formerly Alexander Consulting Group) November 1988 - June 1996
Merrill Lynch March 1986 - November 1988
Five Technologies July 1985 - March 1986
ITT COINS Division April 1984 - July 1985
Education
Montclair State University
BS, Computer Science
Chubb Institute 1982 — 1984
Marcin Policht's Merrill Lynch Experience 1997 - 1999
Job VP IT Infrastructure Management at ABN AMRO
Industry Banking
Experience
ABN AMRO VPRoyal Bank of Scotland
RBS Securities Inc. 2009 - Present
RBS Greenwich Capital 2008 - Present
Merrill Lynch 1997 - 1999
Education
Montclair State University 1993 — 1996
MS, Computer Science, Mathematics
ABN AMRO VPRoyal Bank of Scotland
RBS Securities Inc. 2009 - Present
RBS Greenwich Capital 2008 - Present
Merrill Lynch 1997 - 1999
Education
Montclair State University 1993 — 1996
MS, Computer Science, Mathematics
Grace Bitler's Merrill Lynch Experience 1985 - 2001
Job Accounting Project Coordinator at Tunnell Consulting, Inc.
Industry Pharmaceuticals
Experience
Tunnell Consulting, Inc. October 2013 - Present
WorleyParsons September 2010 - August 2013
Howson and Howson LLP October 2005 - August 2010
Merrill Lynch 1985 - 2001
Skills
Billing Systems, Project Management, SharePoint, Management, Microsoft Excel, Analysis, Databases, Process Improvement, Project Planning, Oracle, Accounts Receivable, Accounting, Customer Service
Education
Montgomery County Community College 1984 — 1987
Associate's degree, Computer Science
Tunnell Consulting, Inc. October 2013 - Present
WorleyParsons September 2010 - August 2013
Howson and Howson LLP October 2005 - August 2010
Merrill Lynch 1985 - 2001
Skills
Billing Systems, Project Management, SharePoint, Management, Microsoft Excel, Analysis, Databases, Process Improvement, Project Planning, Oracle, Accounts Receivable, Accounting, Customer Service
Education
Montgomery County Community College 1984 — 1987
Associate's degree, Computer Science
Jon Johannsen's Merrill Lynch Experience January 1998 - October 1999
Job Client Portfolio Management, Clinical Technology
Industry Pharmaceuticals
Experience
ePharmaSolutions (A WIRB-Copernicus Group Company) January 2013 - Present
Bracket Global (formerly United BioSource Corporation) July 2011 - December 2012
United BioSource Corporation November 2007 - June 2011
OptumRx (formerly Health Business Systems) April 2006 - September 2007
Ascensus June 2003 - March 2006
Ascensus October 1999 - June 2003
Merrill Lynch January 1998 - October 1999
Brooke Glen Behavioral Hospital (A UHS Company) February 1996 - September 1999
Nursing Care Services November 1994 - August 1996
Skills
Project Management, Quality Assurance, Change Management, Business Process..., Pharmaceutical Industry, Clinical Trials, Management, Business Analysis, SDLC, Requirements Analysis, Clinical Research, CTMS, Project Planning, Business Process, 21 CFR Part 11, Analysis, Vendor Management, Software Documentation, Process Improvement
Education
United States Army
Infantry, Fort Benning, GA
Pennsylvania Municipal Police Academy
Diploma (PA Act 120), Criminal Justice/Law Enforcement
Montgomery County Community College
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Police Science
ePharmaSolutions (A WIRB-Copernicus Group Company) January 2013 - Present
Bracket Global (formerly United BioSource Corporation) July 2011 - December 2012
United BioSource Corporation November 2007 - June 2011
OptumRx (formerly Health Business Systems) April 2006 - September 2007
Ascensus June 2003 - March 2006
Ascensus October 1999 - June 2003
Merrill Lynch January 1998 - October 1999
Brooke Glen Behavioral Hospital (A UHS Company) February 1996 - September 1999
Nursing Care Services November 1994 - August 1996
Skills
Project Management, Quality Assurance, Change Management, Business Process..., Pharmaceutical Industry, Clinical Trials, Management, Business Analysis, SDLC, Requirements Analysis, Clinical Research, CTMS, Project Planning, Business Process, 21 CFR Part 11, Analysis, Vendor Management, Software Documentation, Process Improvement
Education
United States Army
Infantry, Fort Benning, GA
Pennsylvania Municipal Police Academy
Diploma (PA Act 120), Criminal Justice/Law Enforcement
Montgomery County Community College
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Police Science
Shuler China's Merrill Lynch Experience August 2008 - February 2010
Job SOFTWARE ENGINEER LEVEL III at APEX SYSTEMS, INC.
Industry Information Technology and Services
Experience
APEX SYSTEMS, INC. June 2011 - Present
cyberThink Inc August 2008 - February 2010
Merrill Lynch August 2008 - February 2010
JPMorgan Chase August 2007 - October 2007
Merrill Lynch June 2006 - December 2006
PECO Energy July 1998 - September 2001
Vanguard Group January 1995 - July 1998
Merrill Lynch January 1994 - January 1995
Atlantic Electric January 1993 - December 1993
Prudential Insurance Company January 1991 - December 1992
Skills
SQL DB2, CICS, JCL, SPUFI, IBM Utilities, COBOLII, VSAM, MAINFRAME PROGRAMMING, Applications Software...
Education
PIERCE COLLEGE, PHILADELPHIA, PA. 1981 — 1983
Associate of Science (AS), Computer Science, 3
Montgomery County Community College
Peirce College
Degree, Computer Science
Philadelphia University
Management Information Systems
APEX SYSTEMS, INC. June 2011 - Present
cyberThink Inc August 2008 - February 2010
Merrill Lynch August 2008 - February 2010
JPMorgan Chase August 2007 - October 2007
Merrill Lynch June 2006 - December 2006
PECO Energy July 1998 - September 2001
Vanguard Group January 1995 - July 1998
Merrill Lynch January 1994 - January 1995
Atlantic Electric January 1993 - December 1993
Prudential Insurance Company January 1991 - December 1992
Skills
SQL DB2, CICS, JCL, SPUFI, IBM Utilities, COBOLII, VSAM, MAINFRAME PROGRAMMING, Applications Software...
Education
PIERCE COLLEGE, PHILADELPHIA, PA. 1981 — 1983
Associate of Science (AS), Computer Science, 3
Montgomery County Community College
Peirce College
Degree, Computer Science
Philadelphia University
Management Information Systems
Marcy Smelkinson's Merrill Lynch Experience October 2003 - August 2007
Job Benefits Operations Manager at Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt August 2012 - Present
Aon Hewitt October 2007 - July 2012
Merrill Lynch October 2003 - August 2007
Skills
Employee Benefits, Human Resources, Benefits Administration, Call Centers, Performance Management, Employee Engagement, HRIS, Management, Vendor Management
Education
Montclair State University
Master of Arts (MA), Reading
Montclair State University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Penn State University
M.ED, College Student Counseling and Personnel Services
Aon Hewitt August 2012 - Present
Aon Hewitt October 2007 - July 2012
Merrill Lynch October 2003 - August 2007
Skills
Employee Benefits, Human Resources, Benefits Administration, Call Centers, Performance Management, Employee Engagement, HRIS, Management, Vendor Management
Education
Montclair State University
Master of Arts (MA), Reading
Montclair State University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Penn State University
M.ED, College Student Counseling and Personnel Services
Laura Cook (West)'s Merrill Lynch Experience May 2004 - June 2007
Job Registered Client Associate at Raymond James & Associates
Industry Financial Services
Experience
Princeton Wealth Advisors of Raymond James July 2007 - Present
Merrill Lynch May 2004 - June 2007
Merrill Lynch September 2000 - May 2004
Merrill Lynch June 1999 - August 2000
Merrill Lynch June 1998 - June 1999
Merrill Lynch September 1996 - June 1998
Skills
Series 63, Series 7, Asset Allocation, Financial Services, Investments, Securities
Education
Montclair State University 1989 — 1994
Bachelor of Science (BS)
Princeton Wealth Advisors of Raymond James July 2007 - Present
Merrill Lynch May 2004 - June 2007
Merrill Lynch September 2000 - May 2004
Merrill Lynch June 1999 - August 2000
Merrill Lynch June 1998 - June 1999
Merrill Lynch September 1996 - June 1998
Skills
Series 63, Series 7, Asset Allocation, Financial Services, Investments, Securities
Education
Montclair State University 1989 — 1994
Bachelor of Science (BS)
Steven Cuco's Merrill Lynch Experience June 2011 - October 2011
Job Career Firefighter
Industry Public Safety
Experience
Linden Fire Department November 2013 - Present
BMW Financial Services November 2012 - October 2013
MetLife January 2012 - November 2012
E*TRADE Financial October 2011 - February 2012
Merrill Lynch June 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company May 2008 - January 2010
The Childrens Place 2007 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Analysis, Business Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Sales
Education
Montclair State University 2004 — 2008
Bachelors, Finance
Linden Fire Department November 2013 - Present
BMW Financial Services November 2012 - October 2013
MetLife January 2012 - November 2012
E*TRADE Financial October 2011 - February 2012
Merrill Lynch June 2011 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company May 2008 - January 2010
The Childrens Place 2007 - 2007
Skills
Financial Analysis, Finance, Financial Services, Accounting, Analysis, Business Analysis, Financial Modeling, Financial Reporting, Financial Risk, Forecasting, Management, Microsoft Excel, Microsoft Office, Portfolio Management, Sales
Education
Montclair State University 2004 — 2008
Bachelors, Finance
JoAnne Desjardins's Merrill Lynch Experience November 1989 - Present
Job Sales Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1989 - Present
Education
Montgomery College 1984 — 1986
Merrill Lynch November 1989 - Present
Education
Montgomery College 1984 — 1986
Becky Froberg's Merrill Lynch Experience May 1988 - October 1995
Job Owner of Beck'n Call Pet Services of Southern Maryland
Industry Retail
Experience
Beck'n Call Pet Services of Southern Maryland June 2010 - Present
Family Christian Stores July 2009 - June 2010
Borders Group, Inc. September 2005 - June 2009
Borders Group Inc/Waldenbooks 2005 - 2009
T. Rowe Price 1997 - 1999
Merrill Lynch May 1988 - October 1995
Education
Moravian College 1978 — 1982
Beck'n Call Pet Services of Southern Maryland June 2010 - Present
Family Christian Stores July 2009 - June 2010
Borders Group, Inc. September 2005 - June 2009
Borders Group Inc/Waldenbooks 2005 - 2009
T. Rowe Price 1997 - 1999
Merrill Lynch May 1988 - October 1995
Education
Moravian College 1978 — 1982
Richard Gounaud's Merrill Lynch Experience May 1987 - May 1990
Job Managing Director at JLR Group Inc.
Industry Financial Services
Experience
JLR Group Inc. May 1990 - Present
Merrill Lynch May 1987 - May 1990
Drexel Burnham Lambert 1983 - 1987
Gibraltar Securities August 1980 - March 1983
Organon Pharmaceuticals June 1973 - May 1976
Skills
Series 7, Wealth Management, Financial Services, Fixed Income, Bonds, Asset Management, Hedge Funds, Portfolio Management, Securities, Investments, Project Management, Software Project...
Education
Montclair State University 1971 — 1973
BS, Administrative Sciences
JLR Group Inc. May 1990 - Present
Merrill Lynch May 1987 - May 1990
Drexel Burnham Lambert 1983 - 1987
Gibraltar Securities August 1980 - March 1983
Organon Pharmaceuticals June 1973 - May 1976
Skills
Series 7, Wealth Management, Financial Services, Fixed Income, Bonds, Asset Management, Hedge Funds, Portfolio Management, Securities, Investments, Project Management, Software Project...
Education
Montclair State University 1971 — 1973
BS, Administrative Sciences
Dennis Patrick's Merrill Lynch Experience October 1990 - December 1992
Job Mortgage Banker, NMLSR # 282248 at JP Morgan Chase
Industry Real Estate
Experience
Dennis Patrick Realty October 2000 - Present
JPMorgan Chase September 2013 - 2014
Saint Patrick Saint Vincent High School 2010 - 2014
Bank of the West October 2011 - August 2013
Merrill Lynch October 1990 - December 1992
Grubb & Ellis 1989 - 1991
Skills
Investments, First Time Home Buyers, Time Management, Real Estate, Finance, Residential Homes, Loans, Financial Services, Strategic Planning, Residential Mortgages, Real Estate Financing, Mortgage Lending, FHA, Mortgage Banking, Investors, Investment Properties, Short Sales, Refinance, Foreclosures, REO, Sales, Loan Origination, Real Estate Economics, Sellers, Real Estate Transactions, Single Family Homes, Relocation, Referrals, Public Speaking, Business Development
Education
Morehouse College 1984 — 1987
BA, Banking & Finance
San Francisco State University
Touro University
Dennis Patrick Realty October 2000 - Present
JPMorgan Chase September 2013 - 2014
Saint Patrick Saint Vincent High School 2010 - 2014
Bank of the West October 2011 - August 2013
Merrill Lynch October 1990 - December 1992
Grubb & Ellis 1989 - 1991
Skills
Investments, First Time Home Buyers, Time Management, Real Estate, Finance, Residential Homes, Loans, Financial Services, Strategic Planning, Residential Mortgages, Real Estate Financing, Mortgage Lending, FHA, Mortgage Banking, Investors, Investment Properties, Short Sales, Refinance, Foreclosures, REO, Sales, Loan Origination, Real Estate Economics, Sellers, Real Estate Transactions, Single Family Homes, Relocation, Referrals, Public Speaking, Business Development
Education
Morehouse College 1984 — 1987
BA, Banking & Finance
San Francisco State University
Touro University
Rebecca Edmonds's Merrill Lynch Experience January 1979 - January 1980
Job Executive Assistant to President & CLevel Executives
Industry Executive Office
Experience
Results driven EA/Notary Public 25+ years experience 1986 - Present
Pitcairn Financial Group 1979 - 1986
Merrill Lynch January 1979 - January 1980
Old York Federal Savings & Loan Assn. June 1977 - January 1979
Skills
Management, Office Management, Process Scheduler, Leadership, Administrative..., Outlook, Office Administration, Spreadsheets, Time Management
Education
Jenkintown High School 1972 — 1977
Business & Executive Secretarial
Montgomery County Community College
Business Administration
Results driven EA/Notary Public 25+ years experience 1986 - Present
Pitcairn Financial Group 1979 - 1986
Merrill Lynch January 1979 - January 1980
Old York Federal Savings & Loan Assn. June 1977 - January 1979
Skills
Management, Office Management, Process Scheduler, Leadership, Administrative..., Outlook, Office Administration, Spreadsheets, Time Management
Education
Jenkintown High School 1972 — 1977
Business & Executive Secretarial
Montgomery County Community College
Business Administration
Lynda Sica's Merrill Lynch Experience 2003 - 2005
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1994 - 1996
Merrill Lynch 1993 - 1994
Merrill Lynch 1992 - 1993
Education
Montclair State University 1984 — 1988
BA
Colonia High School 1980 — 1984
TIAA-CREF May 2014 - Present
Bank of America Merrill Lynch 2009 - Present
Bank of America Merrill Lynch 2006 - 2009
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2001
Merrill Lynch 1998 - 1999
Merrill Lynch 1996 - 1998
Merrill Lynch 1994 - 1996
Merrill Lynch 1993 - 1994
Merrill Lynch 1992 - 1993
Education
Montclair State University 1984 — 1988
BA
Colonia High School 1980 — 1984
Pam Flexer's Merrill Lynch Experience January 2006 - Present
Job Managed Accounts Rep at merrill lynch
Industry Investment Management
Tom Parnaby's Merrill Lynch Experience May 1995 - September 2007
Job Director at UBS Wealth Management Equity Compensation
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
Morgan Stanley Smith Barney March 2008 - July 2011
Merrill Lynch May 1995 - September 2007
Skills
Restricted Stock, Options, Benefits Administration, Series 7, Series 66, Defined Benefit, 401k, Deferred Compensation, ESPP, Equities, Securities, Stocks, Retirement Planning, Retirement, Mutual Funds, Investments, Portfolio Management, Uniform Combined State..., Wealth Management..., Financial Services, Relationship Management, Wealth Management, Financial Advisory, Executive Pay, FINRA, Leadership, Pensions
Education
Montclair State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
UBS Wealth Management May 2011 - Present
Morgan Stanley Smith Barney March 2008 - July 2011
Merrill Lynch May 1995 - September 2007
Skills
Restricted Stock, Options, Benefits Administration, Series 7, Series 66, Defined Benefit, 401k, Deferred Compensation, ESPP, Equities, Securities, Stocks, Retirement Planning, Retirement, Mutual Funds, Investments, Portfolio Management, Uniform Combined State..., Wealth Management..., Financial Services, Relationship Management, Wealth Management, Financial Advisory, Executive Pay, FINRA, Leadership, Pensions
Education
Montclair State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
Patricia Maguire-Sudol's Merrill Lynch Experience 1985 - 2007
Job Vice President, Compliance Communications at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch August 2010 - October 2013
Merrill Lynch 1985 - 2007
Education
Montclair State University
Bank of America Merrill Lynch November 2013 - Present
Bank of America Merrill Lynch August 2010 - October 2013
Merrill Lynch 1985 - 2007
Education
Montclair State University
Ray Diaz, CISSP CRISC's Merrill Lynch Experience 1983 - 1986
Job Associate Director, IT Risk Management & Security
Industry Pharmaceuticals
Experience
Merck February 2013 - Present
Merck January 2010 - February 2013
Merck 2006 - 2010
Merck 2005 - 2006
Merck 2003 - 2005
Merck February 1998 - March 2003
Merck 1992 - 1998
Johnson & Johnson May 1992 - February 1994
Bristol-Myers Squibb June 1990 - May 1992
Merrill Lynch 1983 - 1986
Education
Montclair State University 1981 — 1983
BS
New Jersey Institute of Technology
Masters of Science
Merck February 2013 - Present
Merck January 2010 - February 2013
Merck 2006 - 2010
Merck 2005 - 2006
Merck 2003 - 2005
Merck February 1998 - March 2003
Merck 1992 - 1998
Johnson & Johnson May 1992 - February 1994
Bristol-Myers Squibb June 1990 - May 1992
Merrill Lynch 1983 - 1986
Education
Montclair State University 1981 — 1983
BS
New Jersey Institute of Technology
Masters of Science
Scott Ammaturo's Merrill Lynch Experience 1999 - 2000
Job Managing Director at MLV and Co.
Industry Financial Services
Experience
MLV and Co. April 2012 - Present
UNX June 2005 - April 2012
Pulse Trading 2003 - 2005
BRUT ECN 2000 - 2003
Merrill Lynch 1999 - 2000
Morgan Stanley Dean Witter May 1998 - December 1999
Skills
Trading, Trading Systems, Management, Electronic Trading, Equities, Asset Management, Leadership, Business Analysis, Series 7, Sales, Equity Trading, Business Development, CRM, Capital Markets, Series 63, New Business Development, Finance, Hedge Funds, Customer Service, Investment Banking, Options, Securities
Education
Montclair State University
MLV and Co. April 2012 - Present
UNX June 2005 - April 2012
Pulse Trading 2003 - 2005
BRUT ECN 2000 - 2003
Merrill Lynch 1999 - 2000
Morgan Stanley Dean Witter May 1998 - December 1999
Skills
Trading, Trading Systems, Management, Electronic Trading, Equities, Asset Management, Leadership, Business Analysis, Series 7, Sales, Equity Trading, Business Development, CRM, Capital Markets, Series 63, New Business Development, Finance, Hedge Funds, Customer Service, Investment Banking, Options, Securities
Education
Montclair State University
Ron Rusin's Merrill Lynch Experience March 2006 - August 2010
Job Finance Director at AIG
Industry Financial Services
Experience
AIG August 2012 - Present
Morgan Stanley August 2010 - August 2012
Merrill Lynch March 2006 - August 2010
Kraft Foods September 2004 - March 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Hyperion Enterprise, Financial Accounting, Business Strategy, Essbase, Strategic Financial..., Finance, Variance Analysis
Education
Seton Hall University 2005 — 2008
MBA, Finance
Montclair State University 1995 — 1999
BA, Political Science
AIG August 2012 - Present
Morgan Stanley August 2010 - August 2012
Merrill Lynch March 2006 - August 2010
Kraft Foods September 2004 - March 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Financial Reporting, Hyperion Enterprise, Financial Accounting, Business Strategy, Essbase, Strategic Financial..., Finance, Variance Analysis
Education
Seton Hall University 2005 — 2008
MBA, Finance
Montclair State University 1995 — 1999
BA, Political Science
Grant Coleman's Merrill Lynch Experience July 2010 - July 2012
Job Client Advisor, Private Wealth Management at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2014 - Present
PNC Wealth Management May 2012 - December 2013
Merrill Lynch July 2010 - July 2012
Wachovia Securities November 2003 - May 2010
Prudential Bank and Trust 2001 - 2003
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning
Education
Morehouse College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing and Management
SunTrust Bank January 2014 - Present
PNC Wealth Management May 2012 - December 2013
Merrill Lynch July 2010 - July 2012
Wachovia Securities November 2003 - May 2010
Prudential Bank and Trust 2001 - 2003
Skills
Wealth Management, Strategic Financial..., Wealth Management..., Retirement Planning, High Net Worth..., Estate Planning
Education
Morehouse College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Marketing and Management
Scott T. Glennon's Merrill Lynch Experience September 1996 - July 1997
Job Associate at Gregory P. Helfrich and Associates
Industry Law Practice
Experience
Gregory P. Helfrich and Associates August 2014 - Present
Travelers Insurance Company/Law Offices of William E. Staehle October 2010 - January 2014
O'Toole & Couch August 2008 - October 2010
Ruprecht, Hart and Weeks August 2007 - August 2008
Porzio Bromberg & Newman 2006 - 2007
Law Office of Lisa Conn Stathis May 2005 - May 2006
Siemens Business Services November 1999 - August 2003
Merrill Lynch September 1996 - July 1997
Skills
Business Development, Marketing, Account Executive, Client Relations, Business Relationship..., Sales, Contract Negotiation, Litigation, Real Estate, Microsoft Office, Excel, Writing, Problem Solving, Wills, Legal Research, Commercial Litigation, Compliance, Bankruptcy, Civil Litigation, Negotiation, Mediation, Insurance, Research, Due Diligence, Outlook, Contract Management, Word, Public Speaking, Defense, Analysis, PowerPoint, Courts, Dispute Resolution, Arbitration, Westlaw, Legal Writing, Access, Trusts, Negotiating Contracts, Strategic Planning, Estate Planning, Depositions, Torts, Personal Injury, Personal Injury..., Management, Microsoft Excel
Education
New York Law School 2003 — 2006
Doctor of Law (J.D.), Law
The Chubb Institute 1997 — 1997
Diploma/Certificate, Data Center Support
Montclair State University 1991 — 1996
Bachelor of Arts, Psychology
Gregory P. Helfrich and Associates August 2014 - Present
Travelers Insurance Company/Law Offices of William E. Staehle October 2010 - January 2014
O'Toole & Couch August 2008 - October 2010
Ruprecht, Hart and Weeks August 2007 - August 2008
Porzio Bromberg & Newman 2006 - 2007
Law Office of Lisa Conn Stathis May 2005 - May 2006
Siemens Business Services November 1999 - August 2003
Merrill Lynch September 1996 - July 1997
Skills
Business Development, Marketing, Account Executive, Client Relations, Business Relationship..., Sales, Contract Negotiation, Litigation, Real Estate, Microsoft Office, Excel, Writing, Problem Solving, Wills, Legal Research, Commercial Litigation, Compliance, Bankruptcy, Civil Litigation, Negotiation, Mediation, Insurance, Research, Due Diligence, Outlook, Contract Management, Word, Public Speaking, Defense, Analysis, PowerPoint, Courts, Dispute Resolution, Arbitration, Westlaw, Legal Writing, Access, Trusts, Negotiating Contracts, Strategic Planning, Estate Planning, Depositions, Torts, Personal Injury, Personal Injury..., Management, Microsoft Excel
Education
New York Law School 2003 — 2006
Doctor of Law (J.D.), Law
The Chubb Institute 1997 — 1997
Diploma/Certificate, Data Center Support
Montclair State University 1991 — 1996
Bachelor of Arts, Psychology
Kevin P Dodds's Merrill Lynch Experience 2009 - November 2010
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2010 - Present
Merrill Lynch 2009 - November 2010
CLG Investment Company, Inc. January 2007 - May 2009
C.L.Glazer & Company, Inc. March 1996 - January 2007
C.L.Glazer & Company, Inc. December 1987 - March 1996
Savings Banks Trust Company August 1986 - December 1987
E.F.Hutton 1985 - 1986
Education
Moravian College 1981 — 1985
B.A., Accounting, Finance
JPMorgan Chase December 2010 - Present
Merrill Lynch 2009 - November 2010
CLG Investment Company, Inc. January 2007 - May 2009
C.L.Glazer & Company, Inc. March 1996 - January 2007
C.L.Glazer & Company, Inc. December 1987 - March 1996
Savings Banks Trust Company August 1986 - December 1987
E.F.Hutton 1985 - 1986
Education
Moravian College 1981 — 1985
B.A., Accounting, Finance
Victoria Seratelli's Merrill Lynch Experience 1997 - 2002
Job Owner, Consulting
Industry Hospital & Health Care
Experience
Consulting January 2007 - December 2007
WellPoint 2002 - 2007
Merrill Lynch 1997 - 2002
Prudential Healthcare 1989 - 1997
Skills
Health Insurance, Insurance, Employee Benefits, Medicare, Managed Care, Healthcare, Medicaid, Leadership, Claim, Process Improvement, Provider Relations, HIPAA, Health Policy, Long-term Care, Healthcare Industry, Vendor Management, Team Building
Education
Montclair State University 1980 — 1982
North Plainfield High School
Consulting January 2007 - December 2007
WellPoint 2002 - 2007
Merrill Lynch 1997 - 2002
Prudential Healthcare 1989 - 1997
Skills
Health Insurance, Insurance, Employee Benefits, Medicare, Managed Care, Healthcare, Medicaid, Leadership, Claim, Process Improvement, Provider Relations, HIPAA, Health Policy, Long-term Care, Healthcare Industry, Vendor Management, Team Building
Education
Montclair State University 1980 — 1982
North Plainfield High School
Kimberly Rainey's Merrill Lynch Experience August 1987 - September 1999
Job Sales Assistant / Marketing Coordinator
Industry Financial Services
Experience
Guardian Wealth Group December 2010 - March 2013
Silpada Designs July 2007 - July 2011
Merrill Lynch August 1987 - September 1999
Skills
Customer Service, Sales, Management, Marketing, Marketing Strategy, Leadership, Microsoft Office, Budgets, Retail, Social Media Marketing, Public Speaking
Education
Montclair State University
Bachelor of Science (BS), Business Administration and Management, General
Rider University
Master of Business Administration (MBA)
Guardian Wealth Group December 2010 - March 2013
Silpada Designs July 2007 - July 2011
Merrill Lynch August 1987 - September 1999
Skills
Customer Service, Sales, Management, Marketing, Marketing Strategy, Leadership, Microsoft Office, Budgets, Retail, Social Media Marketing, Public Speaking
Education
Montclair State University
Bachelor of Science (BS), Business Administration and Management, General
Rider University
Master of Business Administration (MBA)
Peyton Boggia's Merrill Lynch Experience July 1985 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Merrill Lynch July 1985 - Present
Education
Montclair State University
Merrill Lynch July 1985 - Present
Education
Montclair State University
Diron Scott's Merrill Lynch Experience 2001 - 2007
Job Sales Executive
Industry Financial Services
Experience
Vanguard August 2007 - Present
Merrill Lynch 2001 - 2007
Education
The University of Chicago Booth School of Business 1992 — 1994
Morehouse College 1984 — 1988
BA, Management and Finance
Vanguard August 2007 - Present
Merrill Lynch 2001 - 2007
Education
The University of Chicago Booth School of Business 1992 — 1994
Morehouse College 1984 — 1988
BA, Management and Finance
Bradford S Beadle Sr's Merrill Lynch Experience January 1985 - January 2002
Job Consumer Services Professional
Industry Consumer Services
Experience
Moss Rehab at Elkins Park November 2008 - Present
Chrysler Financial September 2007 - March 2008
AFLAC October 2006 - September 2007
Spring House Estates December 2003 - July 2005
The Bugsby Writers Group July 2001 - June 2005
Merrill Lynch January 1985 - January 2002
Education
Montgomery County Community College 1974 — 2005
AA, General Studies
Temple University 1975 — 1978
Moss Rehab at Elkins Park November 2008 - Present
Chrysler Financial September 2007 - March 2008
AFLAC October 2006 - September 2007
Spring House Estates December 2003 - July 2005
The Bugsby Writers Group July 2001 - June 2005
Merrill Lynch January 1985 - January 2002
Education
Montgomery County Community College 1974 — 2005
AA, General Studies
Temple University 1975 — 1978
David L. Taylor, PMP's Merrill Lynch Experience 2005 - 2005
Job Senior Business System Analyst
Industry Information Technology and Services
Experience
Federal Reserve System June 2014 - Present
Federal Reserve System 2012 - June 2014
Eclipse Compliance Testing 2011 - 2012
PNC 2010 - 2011
PNC 2008 - 2010
National City Corporation 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Access, Analysis, Business Analysis, Business Requirements, Disaster Recovery, Integration, Leadership, Project Management, SharePoint, Six Sigma, Testing, Visio
Education
Morehouse College 2002 — 2006
B.S, Computer Science, Mathematics (minor)
Federal Reserve System June 2014 - Present
Federal Reserve System 2012 - June 2014
Eclipse Compliance Testing 2011 - 2012
PNC 2010 - 2011
PNC 2008 - 2010
National City Corporation 2006 - 2008
Merrill Lynch 2005 - 2005
Skills
Access, Analysis, Business Analysis, Business Requirements, Disaster Recovery, Integration, Leadership, Project Management, SharePoint, Six Sigma, Testing, Visio
Education
Morehouse College 2002 — 2006
B.S, Computer Science, Mathematics (minor)
Richard Pecha's Merrill Lynch Experience July 1998 - Present
Job VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1998 - Present
Salomon Brothers August 1994 - June 1998
Reckitt & Colman September 1990 - August 1994
Education
Montclair State University
Merrill Lynch July 1998 - Present
Salomon Brothers August 1994 - June 1998
Reckitt & Colman September 1990 - August 1994
Education
Montclair State University
Michael Threlfall's Merrill Lynch Experience September 2010 - February 2013
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Toys R Us February 2013 - October 2013
Merrill Lynch September 2010 - February 2013
Merrill Lynch March 2008 - September 2010
Barclays Capital February 2007 - February 2008
Merrill Lynch 2006 - 2007
Skills
Business Analysis, Analysis, Data Analysis, Integration, Strategy, Trading, Equities, Fixed Income, Securities, Derivatives, Capital Markets, Bloomberg, Reference Data, Financial Markets, Market Data, Financial Services, SQL, VBA, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Master of Business Administration (MBA), Finance
Montclair State University 2003 — 2006
Bachelors, Business Administration - Management
Fidelity Investments October 2013 - Present
Toys R Us February 2013 - October 2013
Merrill Lynch September 2010 - February 2013
Merrill Lynch March 2008 - September 2010
Barclays Capital February 2007 - February 2008
Merrill Lynch 2006 - 2007
Skills
Business Analysis, Analysis, Data Analysis, Integration, Strategy, Trading, Equities, Fixed Income, Securities, Derivatives, Capital Markets, Bloomberg, Reference Data, Financial Markets, Market Data, Financial Services, SQL, VBA, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Master of Business Administration (MBA), Finance
Montclair State University 2003 — 2006
Bachelors, Business Administration - Management
Eric Jackson's Merrill Lynch Experience January 1998 - January 2000
Job Business Development Manager at Guaranty Bank FSB
Industry Financial Services
Experience
Guaranty Bank FSB March 2014 - Present
Business & Financial Consulting Group January 2008 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2008
RBC January 2006 - January 2007
Wachovia, A Wells Fargo Company January 2000 - January 2006
Merrill Lynch January 1998 - January 2000
MBNA Marketing Systems (Bank of America January 1993 - January 1998
Skills
Wealth Management, Business Development, Retirement Planning, Loans, Investments, Business Planning, Credit Cards, Banking, Strategic Financial...
Education
Morehouse College 1988 — 1993
B.A., Business Administration (Marketing)
Guaranty Bank FSB March 2014 - Present
Business & Financial Consulting Group January 2008 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2008
RBC January 2006 - January 2007
Wachovia, A Wells Fargo Company January 2000 - January 2006
Merrill Lynch January 1998 - January 2000
MBNA Marketing Systems (Bank of America January 1993 - January 1998
Skills
Wealth Management, Business Development, Retirement Planning, Loans, Investments, Business Planning, Credit Cards, Banking, Strategic Financial...
Education
Morehouse College 1988 — 1993
B.A., Business Administration (Marketing)
Rosemary McMullan, SPHR's Merrill Lynch Experience January 2008 - March 2009
Job Director, Consulting Staff Services at Mayo Clinic
Industry Nonprofit Organization Management
Experience
Mayo Clinic February 2012 - Present
Mayo Clinic August 2010 - February 2012
Family Support Services of North Florida October 2009 - August 2010
The HR Consulting Group May 2009 - October 2009
Merrill Lynch January 2008 - March 2009
Merrill Lynch July 2002 - January 2008
Merrill Lynch February 2001 - July 2002
Merrill Lynch April 1989 - June 1993
Education
Montclair State University
M.A., Learning and Development
Seton Hall University
BA, Sociology
Mayo Clinic February 2012 - Present
Mayo Clinic August 2010 - February 2012
Family Support Services of North Florida October 2009 - August 2010
The HR Consulting Group May 2009 - October 2009
Merrill Lynch January 2008 - March 2009
Merrill Lynch July 2002 - January 2008
Merrill Lynch February 2001 - July 2002
Merrill Lynch April 1989 - June 1993
Education
Montclair State University
M.A., Learning and Development
Seton Hall University
BA, Sociology
DeQuan Loveless's Merrill Lynch Experience April 2012 - January 2013
Job Representative at Primerica
Industry Insurance
Experience
Primerica December 2014 - Present
BTG, Inc. (Business Technology Group, Inc.) October 2014 - February 2015
AAA Northern California, Nevada & Utah 2013 - 2014
Merrill Lynch April 2012 - January 2013
Fidelity Investments May 2011 - February 2012
State Farm Insurance October 2006 - May 2011
Skills
Insurance, Property & Casualty..., General Insurance, Sales, Process Improvement, Liability, Claim, Customer Service, Account Management, Investments, Finance, Call Centers, Underwriting, Casualty, Series 7, Series 63, Life & Health Insurance...
Education
Morehouse College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Primerica December 2014 - Present
BTG, Inc. (Business Technology Group, Inc.) October 2014 - February 2015
AAA Northern California, Nevada & Utah 2013 - 2014
Merrill Lynch April 2012 - January 2013
Fidelity Investments May 2011 - February 2012
State Farm Insurance October 2006 - May 2011
Skills
Insurance, Property & Casualty..., General Insurance, Sales, Process Improvement, Liability, Claim, Customer Service, Account Management, Investments, Finance, Call Centers, Underwriting, Casualty, Series 7, Series 63, Life & Health Insurance...
Education
Morehouse College 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Benjamin H Wesley, Jr.'s Merrill Lynch Experience June 1992 - April 1993
Job Business Analyst Project Administrator
Industry Insurance
Experience
Access Insurance Holdings May 2009 - Present
TechTarget December 2005 - December 2008
KnowledgeStorm, Inc. (acquired by TechTarget in November 2007) December 2005 - 2008
KnowledgeStorm August 2004 - December 2005
KnowledgeStorm November 2000 - August 2004
Amica February 1996 - September 2000
New York Life October 1995 - February 1996
State Farm Insurance April 1993 - July 1995
Merrill Lynch June 1992 - April 1993
Skills
Access, Account Management, Analysis, Analytics, Business Analysis, Business Intelligence, CRM, Customer Service, Data Analysis, Outlook, PowerPoint, Quality Assurance, Public Speaking, Salesforce.com, SharePoint, Testing, Training, Vendor Management, Visio, Agile Methodologies, Cross-functional Team..., Email Marketing, Lead Generation, Management, Leadership, Marketing, Marketing Communications, Marketing Strategy
Education
University of Georgia - Terry College of Business 1989 — 1992
Marketing, Marketing, Advertising, Management
Morehouse College 1987 — 1989
General Studies
Access Insurance Holdings May 2009 - Present
TechTarget December 2005 - December 2008
KnowledgeStorm, Inc. (acquired by TechTarget in November 2007) December 2005 - 2008
KnowledgeStorm August 2004 - December 2005
KnowledgeStorm November 2000 - August 2004
Amica February 1996 - September 2000
New York Life October 1995 - February 1996
State Farm Insurance April 1993 - July 1995
Merrill Lynch June 1992 - April 1993
Skills
Access, Account Management, Analysis, Analytics, Business Analysis, Business Intelligence, CRM, Customer Service, Data Analysis, Outlook, PowerPoint, Quality Assurance, Public Speaking, Salesforce.com, SharePoint, Testing, Training, Vendor Management, Visio, Agile Methodologies, Cross-functional Team..., Email Marketing, Lead Generation, Management, Leadership, Marketing, Marketing Communications, Marketing Strategy
Education
University of Georgia - Terry College of Business 1989 — 1992
Marketing, Marketing, Advertising, Management
Morehouse College 1987 — 1989
General Studies
David Marshall, CFA, FRM, CAIA's Merrill Lynch Experience 2005 - 2012
Job Head of Portfolio & Risk Oversight at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services 2012 - Present
Merrill Lynch 2005 - 2012
Skills
Portfolio Management, Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Capital Markets, Quantitative Analytics, Mutual Funds, Investment Management, Fund Of Funds, Analysis, Leadership, Wealth Management..., Investment Strategies, Due Diligence, Alternative Investments, Wealth Management, Hedge Funds, Series 7, Financial Services, Financial Modeling, Management, Manager Selection, ETFs, Valuation, Investment Advisory, Bloomberg, Securities
Education
Morehouse College 1991 — 1995
BA, Finance, Management, minor in English
The Rivers School
John Hancock Financial Services 2012 - Present
Merrill Lynch 2005 - 2012
Skills
Portfolio Management, Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Capital Markets, Quantitative Analytics, Mutual Funds, Investment Management, Fund Of Funds, Analysis, Leadership, Wealth Management..., Investment Strategies, Due Diligence, Alternative Investments, Wealth Management, Hedge Funds, Series 7, Financial Services, Financial Modeling, Management, Manager Selection, ETFs, Valuation, Investment Advisory, Bloomberg, Securities
Education
Morehouse College 1991 — 1995
BA, Finance, Management, minor in English
The Rivers School
Edwin C Cruz's Merrill Lynch Experience December 2007 - January 2009
Job Customer Service & Sales Rep
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
MetLife Broker-Dealer Group September 2012 - February 2013
Merrill Lynch December 2007 - January 2009
Skills
International Finance, Corporate Finance, Managerial Finance, Microsoft Excel, Microsoft Office, Access, Peachtree, Quicken, Customer Service, Data Analysis, HTML, Java, Six Sigma
Education
Raritan Valley Community College 2011 — 2013
Certificate, Computer Programming
Morgan State University 2000 — 2007
BS, International Finance
Finance Corps School - AIT 2000 — 2001
Certificate, Finance Specialist
Wells Fargo December 2014 - Present
MetLife Broker-Dealer Group September 2012 - February 2013
Merrill Lynch December 2007 - January 2009
Skills
International Finance, Corporate Finance, Managerial Finance, Microsoft Excel, Microsoft Office, Access, Peachtree, Quicken, Customer Service, Data Analysis, HTML, Java, Six Sigma
Education
Raritan Valley Community College 2011 — 2013
Certificate, Computer Programming
Morgan State University 2000 — 2007
BS, International Finance
Finance Corps School - AIT 2000 — 2001
Certificate, Finance Specialist
Robert Folan's Merrill Lynch Experience February 2001 - January 2014
Job at
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch February 2001 - January 2014
Education
Pace University - Lubin School of Business 1998 — 2002
M.B.A., Finance
Montclair State University 1989 — 1993
B.S., Finance
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch February 2001 - January 2014
Education
Pace University - Lubin School of Business 1998 — 2002
M.B.A., Finance
Montclair State University 1989 — 1993
B.S., Finance
David Gearring's Merrill Lynch Experience 2000 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Princeton Retirement Group 2006 - 2009
Merrill Lynch 2000 - 2009
Skills
Retirement Planning, 401k, Process Improvement, Customer Service, Portfolio Management, Vendor Management, Team Building, Financial Services, Series 6, Series 7, Series 63, Wealth Management, Retirement, Business Analysis, Mutual Funds, Employee Benefits, Investments, Project Management, Asset Allocation, Defined Contribution, Defined Benefit, Fixed Annuities, Insurance, Investment Advisory, Wealth Management...
Education
Morehouse College 1993 — 1998
BA, Economics
University of Georgia - Terry College of Business
Princeton Retirement Group 2006 - 2009
Merrill Lynch 2000 - 2009
Skills
Retirement Planning, 401k, Process Improvement, Customer Service, Portfolio Management, Vendor Management, Team Building, Financial Services, Series 6, Series 7, Series 63, Wealth Management, Retirement, Business Analysis, Mutual Funds, Employee Benefits, Investments, Project Management, Asset Allocation, Defined Contribution, Defined Benefit, Fixed Annuities, Insurance, Investment Advisory, Wealth Management...
Education
Morehouse College 1993 — 1998
BA, Economics
University of Georgia - Terry College of Business
Maria Robins's Merrill Lynch Experience October 1986 - June 2007
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Merrill Lynch October 1986 - June 2007
Skills
Wealth Management, Equity Compensation, Series 7, Series 63, Retirement, Equities, Investment Advisory, Alternative Investments, Retirement Planning, 401k, Series 24, Asset Managment, Securities, Mutual Funds, Investments, Options, Asset Allocation, Asset Management, FINRA, Uniform Combined State...
Education
Montclair State University 1978 — 1982
BA, Business
Morgan Stanley September 2008 - Present
Merrill Lynch October 1986 - June 2007
Skills
Wealth Management, Equity Compensation, Series 7, Series 63, Retirement, Equities, Investment Advisory, Alternative Investments, Retirement Planning, 401k, Series 24, Asset Managment, Securities, Mutual Funds, Investments, Options, Asset Allocation, Asset Management, FINRA, Uniform Combined State...
Education
Montclair State University 1978 — 1982
BA, Business
Robert Rohrbach's Merrill Lynch Experience October 2005 - Present
Job Director Annuity Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2005 - Present
Citigroup April 2004 - October 2005
The MONY Group April 2002 - April 2004
Prudential Financial August 1999 - February 2002
Beneficial/Household Finance October 1988 - August 1999
Skills
Fixed Annuities, Series 7
Education
Moravian College 1983 — 1987
BS, Mathematics
Merrill Lynch October 2005 - Present
Citigroup April 2004 - October 2005
The MONY Group April 2002 - April 2004
Prudential Financial August 1999 - February 2002
Beneficial/Household Finance October 1988 - August 1999
Skills
Fixed Annuities, Series 7
Education
Moravian College 1983 — 1987
BS, Mathematics
Timothy Dluoik's Merrill Lynch Experience February 2010 - May 2010
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG December 2010 - Present
Penn Mutual June 2010 - December 2010
Citigroup February 2010 - May 2010
Merrill Lynch February 2010 - May 2010
Education
Montclair State University 2006 — 2011
KPMG December 2010 - Present
Penn Mutual June 2010 - December 2010
Citigroup February 2010 - May 2010
Merrill Lynch February 2010 - May 2010
Education
Montclair State University 2006 — 2011
Marta Ormaza, MBA's Merrill Lynch Experience January 2007 - May 2007
Job Senior Fund Specialist at HSBC
Industry Financial Services
Experience
HSBC September 2009 - Present
Citibank N.A. July 2007 - April 2009
Merrill Lynch January 2007 - May 2007
Skills
Banking, Investments, Mutual Funds, Financial Analysis, Portfolio Management, Financial Services, Fund Administration, Fund Of Funds, Hedge Funds
Education
Montclair State University 2009 — 2012
MBA, Finance
Montclair State University 2005 — 2007
BA, International Bus/Marketing
HSBC September 2009 - Present
Citibank N.A. July 2007 - April 2009
Merrill Lynch January 2007 - May 2007
Skills
Banking, Investments, Mutual Funds, Financial Analysis, Portfolio Management, Financial Services, Fund Administration, Fund Of Funds, Hedge Funds
Education
Montclair State University 2009 — 2012
MBA, Finance
Montclair State University 2005 — 2007
BA, International Bus/Marketing
Lisa Kowitski's Merrill Lynch Experience 1996 - 2004
Job
Industry
Experience
Merrill Lynch 1996 - 2004
AIG 1993 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Montclair State University 1989 — 1992
Bachelor of Science (BS), Finance and Marketing
Pace university 1987 — 1988
Bachelor of Science (BS), Finance, General
Merrill Lynch 1996 - 2004
AIG 1993 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching
Education
Montclair State University 1989 — 1992
Bachelor of Science (BS), Finance and Marketing
Pace university 1987 — 1988
Bachelor of Science (BS), Finance, General
Cruz Sierra's Merrill Lynch Experience January 2010 - May 2010
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate March 2015 - Present
J.P. Morgan September 2013 - February 2015
Tax Analysts September 2010 - September 2013
John Hancock Life Insurance Company (U.S.A.) January 2008 - December 2010
Merrill Lynch January 2010 - May 2010
Vector Marketing November 2006 - March 2007
Skills
Customer Service, Marketing Communications, Market Research, Sales, Microsoft Office, Account Management, CRM, Social Media Marketing, Analysis, Lead Generation, New Business Development, Online Publishing, Public Speaking, Marketing, Series 7, Series 63
Education
Moravian College 2006 — 2010
Bachelor of Science, Finance/Economics
Universidad Antonio de Nebrija 2009 — 2009
Resource Real Estate March 2015 - Present
J.P. Morgan September 2013 - February 2015
Tax Analysts September 2010 - September 2013
John Hancock Life Insurance Company (U.S.A.) January 2008 - December 2010
Merrill Lynch January 2010 - May 2010
Vector Marketing November 2006 - March 2007
Skills
Customer Service, Marketing Communications, Market Research, Sales, Microsoft Office, Account Management, CRM, Social Media Marketing, Analysis, Lead Generation, New Business Development, Online Publishing, Public Speaking, Marketing, Series 7, Series 63
Education
Moravian College 2006 — 2010
Bachelor of Science, Finance/Economics
Universidad Antonio de Nebrija 2009 — 2009
Mengistu Koilor's Merrill Lynch Experience 2003 - 2005
Job Director Content Analytics at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ 2014 - Present
S&P Capital IQ 2007 - 2014
FTN Midwest Securities Corp/Alterity Partners 2005 - 2007
Merrill Lynch 2003 - 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Securities, Valuation, Project Management, Financial Markets, Portfolio Management, Equities, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Statement..., Emerging Markets, Derivatives, Bloomberg, Mergers, Investments
Education
Morehouse College 1999 — 2003
B.A., Business Administration with a concentration in Finance
Haverford School 1994 — 1999
S&P Capital IQ 2014 - Present
S&P Capital IQ 2007 - 2014
FTN Midwest Securities Corp/Alterity Partners 2005 - 2007
Merrill Lynch 2003 - 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Securities, Valuation, Project Management, Financial Markets, Portfolio Management, Equities, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Statement..., Emerging Markets, Derivatives, Bloomberg, Mergers, Investments
Education
Morehouse College 1999 — 2003
B.A., Business Administration with a concentration in Finance
Haverford School 1994 — 1999
Edward Hatfield's Merrill Lynch Experience April 1986 - August 1988
Job Owner / President
Industry Financial Services
Experience
Edward Hatfield August 1988 - Present
Merrill Lynch April 1986 - August 1988
NCR Corporation August 1983 - April 1986
Skills
Insurance, Disability Insurance, Small Business, Sales, Employee Benefits
Education
Temple University 1982 — 1983
BBA, Finance & Marketing
Montgomery County Community College 1980 — 1982
Business
North Penn High School
Class of 1978
Edward Hatfield August 1988 - Present
Merrill Lynch April 1986 - August 1988
NCR Corporation August 1983 - April 1986
Skills
Insurance, Disability Insurance, Small Business, Sales, Employee Benefits
Education
Temple University 1982 — 1983
BBA, Finance & Marketing
Montgomery County Community College 1980 — 1982
Business
North Penn High School
Class of 1978
Patti Sexton CCS-P's Merrill Lynch Experience June 1979 - May 1988
Job Senior Reimbursement Specialist at Marca Industries, Inc.
Industry Health, Wellness and Fitness
Experience
Marca Industries May 2002 - Present
Marca Industries, Inc. May 2002 - Present
Triplex Auto Parts May 1988 - June 1992
Merrill Lynch June 1979 - May 1988
Skills
Medical Billing, CPT, HCPCS, Medical Coding, Medical Terminology, ICD-9, Payroll, Medisoft, Credentialing, Insurance, Medicare/Medicaid..., Medicare, Healthcare Reimbursement, Medicaid, Invoicing, Medicare/Medicaid...
Education
Moraine Valley Community College 2010 — 2014
CCS-P
Marca Industries May 2002 - Present
Marca Industries, Inc. May 2002 - Present
Triplex Auto Parts May 1988 - June 1992
Merrill Lynch June 1979 - May 1988
Skills
Medical Billing, CPT, HCPCS, Medical Coding, Medical Terminology, ICD-9, Payroll, Medisoft, Credentialing, Insurance, Medicare/Medicaid..., Medicare, Healthcare Reimbursement, Medicaid, Invoicing, Medicare/Medicaid...
Education
Moraine Valley Community College 2010 — 2014
CCS-P
Mustafa Zor's Merrill Lynch Experience 2000 - 2008
Job Director at Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
Bank of AmericaT 2008 - 2014
Merrill Lynch 2000 - 2008
UBS Wealth Management 1999 - 2000
Skills
Testing, Vendor Management, Business Analysis, Banking, SDLC, Financial Services, Process Improvement, Risk Management, IT Strategy
Education
Montclair State University
Master's degree, Mathematics and Computer Science
Bank of America July 2014 - Present
Bank of AmericaT 2008 - 2014
Merrill Lynch 2000 - 2008
UBS Wealth Management 1999 - 2000
Skills
Testing, Vendor Management, Business Analysis, Banking, SDLC, Financial Services, Process Improvement, Risk Management, IT Strategy
Education
Montclair State University
Master's degree, Mathematics and Computer Science
Stan Boralsky's Merrill Lynch Experience April 2007 - July 2010
Job Trade Support Analyst at Bank of America
Industry Banking
Experience
Bank of America July 2010 - July 2014
Merrill Lynch April 2007 - July 2010
Prudential Financial June 2005 - February 2007
State Street Corporation March 2004 - June 2005
Skills
Bloomberg, JCash, Cash Manager, Greensheets, EZrec, FinMan, PAM Software, BlackRock Aladdin, SVW Software
Education
Montclair State University 1999 — 2003
Bachelor's Degree, Business Administration/Finance
Bank of America July 2010 - July 2014
Merrill Lynch April 2007 - July 2010
Prudential Financial June 2005 - February 2007
State Street Corporation March 2004 - June 2005
Skills
Bloomberg, JCash, Cash Manager, Greensheets, EZrec, FinMan, PAM Software, BlackRock Aladdin, SVW Software
Education
Montclair State University 1999 — 2003
Bachelor's Degree, Business Administration/Finance
Jason Davidek's Merrill Lynch Experience May 2012 - July 2012
Job Mortgage Loan Officer at Real Estate Mortgage Network
Industry Management Consulting
Experience
Real Estate Mortgage Network July 2013 - Present
Merrill Lynch May 2012 - July 2012
BP 2010 - 2011
Education
Moravian College 2009 — 2013
Managment and Organizational Leadership
Moravian College
Bachelor, Buisness Managment and Organizational Leadership
Real Estate Mortgage Network July 2013 - Present
Merrill Lynch May 2012 - July 2012
BP 2010 - 2011
Education
Moravian College 2009 — 2013
Managment and Organizational Leadership
Moravian College
Bachelor, Buisness Managment and Organizational Leadership
Daniel Caravetta's Merrill Lynch Experience 1998 - 2004
Job Senior Trader, Natural Gas at NRG Energy
Industry Utilities
Experience
NRG Energy April 2011 - Present
NRG Energy January 2006 - April 2011
NRG Energy March 2005 - January 2006
NRG Energy September 2004 - March 2005
Merrill Lynch 1998 - 2004
Skills
Commodity Markets, Hedging, Energy Markets, Natural Gas, Commodity, Trading, Energy, Proprietary Trading, Commodity Risk..., Options, Trading Strategies, Swaps, Power Trading, Electricity Markets, Derivatives
Education
Moravian College 1992 — 1995
Bachelor of Arts (BA), Accounting
NRG Energy April 2011 - Present
NRG Energy January 2006 - April 2011
NRG Energy March 2005 - January 2006
NRG Energy September 2004 - March 2005
Merrill Lynch 1998 - 2004
Skills
Commodity Markets, Hedging, Energy Markets, Natural Gas, Commodity, Trading, Energy, Proprietary Trading, Commodity Risk..., Options, Trading Strategies, Swaps, Power Trading, Electricity Markets, Derivatives
Education
Moravian College 1992 — 1995
Bachelor of Arts (BA), Accounting
Joseph Lynch IV's Merrill Lynch Experience Certified Financial PlannerMerrill LynchJuly 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Certified Financial PlannerMerrill LynchJuly 2012 - Present
Skills
Certified Financial..., Leadership, Finance, Customer Service, Management, Microsoft Office, Public Speaking, Series 7, Strategic Planning
Education
Morehouse College
Merrill Lynch Certified Financial PlannerMerrill LynchJuly 2012 - Present
Skills
Certified Financial..., Leadership, Finance, Customer Service, Management, Microsoft Office, Public Speaking, Series 7, Strategic Planning
Education
Morehouse College
Christopher Toma's Merrill Lynch Experience July 1999 - December 2001
Job Financial Professional at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2010 - Present
AB June 2006 - January 2009
Columbia Partners, L.L.C. Investment Management August 2004 - January 2005
Goldman Sachs December 2002 - June 2004
Goldman Sachs December 2001 - June 2004
Merrill Lynch July 1999 - December 2001
Education
Moravian College
Bachelor of Arts, Sociology/Criminal Justice
Prudential Financial April 2010 - Present
AB June 2006 - January 2009
Columbia Partners, L.L.C. Investment Management August 2004 - January 2005
Goldman Sachs December 2002 - June 2004
Goldman Sachs December 2001 - June 2004
Merrill Lynch July 1999 - December 2001
Education
Moravian College
Bachelor of Arts, Sociology/Criminal Justice
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank