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
Tarah Taylor Tarah Taylor's Merrill Lynch Experience January 2013 - January 2013
Job Account Executive for UPS
Industry Logistics and Supply Chain
Experience
UPS August 2013 - Present
UPS June 2013 - August 2013
Merrill Lynch January 2013 - January 2013
Clarient June 2011 - August 2011
iCRco January 2011 - January 2011
California Pizza Kitchen June 2008 - August 2010
Skills
Chinese, Communication, Team Leadership, Athletics, Organization, Sales, Microsoft Office, Event Planning, Teamwork, PowerPoint, Microsoft Word, Logistics Management, Microsoft Excel, Account Management, Contract Negotiation, Strategic Planning, Marketing Strategy, New Business Development, Business Planning, Time Management
Education
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics and Chinese Studies
Pepperdine University, The George L. Graziadio School of Business and Management
Concentration - Leadership and Managing Organizational Change
Peking University
UPS August 2013 - Present
UPS June 2013 - August 2013
Merrill Lynch January 2013 - January 2013
Clarient June 2011 - August 2011
iCRco January 2011 - January 2011
California Pizza Kitchen June 2008 - August 2010
Skills
Chinese, Communication, Team Leadership, Athletics, Organization, Sales, Microsoft Office, Event Planning, Teamwork, PowerPoint, Microsoft Word, Logistics Management, Microsoft Excel, Account Management, Contract Negotiation, Strategic Planning, Marketing Strategy, New Business Development, Business Planning, Time Management
Education
Wofford College 2009 — 2013
Bachelor of Arts (B.A.), Business/Managerial Economics and Chinese Studies
Pepperdine University, The George L. Graziadio School of Business and Management
Concentration - Leadership and Managing Organizational Change
Peking University
Justin Shen Justin Shen's Merrill Lynch Experience July 2010 - September 2010
Job Delivery (Yield) Analyst at Viacom
Industry Online Media
Experience
Viacom - Nickelodeon Group April 2013 - Present
24 Hour Fitness December 2012 - June 2013
Quantuvis Consulting, Genworth Financial February 2012 - June 2012
Revolution Capital Group 2010 - December 2011
Merrill Lynch July 2010 - September 2010
UCSD Future Business Leaders of America-Phi Beta Lambda September 2009 - July 2010
Skills
Analysis, Microsoft Office, Research, Marketing, Microsoft Excel, Strategic Planning, PowerPoint, Social Media, Marketing Strategy, Economics, Microsoft Word, Financial Modeling, Business Development, Management, Sales, CRM, Business Strategy
Education
University of California, San Diego 2008 — 2010
Bachelor of Arts (B.A.), Economics
Pasadena City College 2006 — 2010
Associates in Arts, Business Administration
UCLA Extension Corporate Education & Custom Programs
Viacom - Nickelodeon Group April 2013 - Present
24 Hour Fitness December 2012 - June 2013
Quantuvis Consulting, Genworth Financial February 2012 - June 2012
Revolution Capital Group 2010 - December 2011
Merrill Lynch July 2010 - September 2010
UCSD Future Business Leaders of America-Phi Beta Lambda September 2009 - July 2010
Skills
Analysis, Microsoft Office, Research, Marketing, Microsoft Excel, Strategic Planning, PowerPoint, Social Media, Marketing Strategy, Economics, Microsoft Word, Financial Modeling, Business Development, Management, Sales, CRM, Business Strategy
Education
University of California, San Diego 2008 — 2010
Bachelor of Arts (B.A.), Economics
Pasadena City College 2006 — 2010
Associates in Arts, Business Administration
UCLA Extension Corporate Education & Custom Programs
Ryan P. Woodring, CFP®, CRPC®, CDFA Ryan P. Woodring, CFP®, CRPC®, CDFA's Merrill Lynch Experience 2001 - 2003
Job Managing Partner at Heritage Investment Partners, LLP
Industry Financial Services
Experience
Heritage Investment Partners, LLP July 2008 - Present
Smith Barney 2003 - 2008
Merrill Lynch 2001 - 2003
SYCOM Enterprises 1995 - 2002
Skills
Succession Planning, Life Insurance, Mutual Funds, Mortgage Lending, Fixed Income, Trading, Retirement Planning, Fixed Annuities, Valuation, Mergers & Acquisitions, 401k, Risk Management, Wealth, Strategic Financial..., Investment Management, Training, Strategic Planning, Investment Advisory, Business Planning, Wealth Management, Series 7, Economics, Estate Planning, Alternative Investments, Insurance, Due Diligence, Securities, Equities, Banking, FINRA, Investment Strategies, Employee Benefits, Loans, Asset Allocation, Finance, Series 63, Investments, Retirement, Portfolio Management, Real Estate, Hedge Funds, Credit, Business Strategy, Business Development, Private Equity, Financial Analysis, Asset Management, Financial Modeling, Long-term Care
Education
Penn State University 1990 — 1994
Bachelor of Science, Business Administration
Heritage Investment Partners, LLP July 2008 - Present
Smith Barney 2003 - 2008
Merrill Lynch 2001 - 2003
SYCOM Enterprises 1995 - 2002
Skills
Succession Planning, Life Insurance, Mutual Funds, Mortgage Lending, Fixed Income, Trading, Retirement Planning, Fixed Annuities, Valuation, Mergers & Acquisitions, 401k, Risk Management, Wealth, Strategic Financial..., Investment Management, Training, Strategic Planning, Investment Advisory, Business Planning, Wealth Management, Series 7, Economics, Estate Planning, Alternative Investments, Insurance, Due Diligence, Securities, Equities, Banking, FINRA, Investment Strategies, Employee Benefits, Loans, Asset Allocation, Finance, Series 63, Investments, Retirement, Portfolio Management, Real Estate, Hedge Funds, Credit, Business Strategy, Business Development, Private Equity, Financial Analysis, Asset Management, Financial Modeling, Long-term Care
Education
Penn State University 1990 — 1994
Bachelor of Science, Business Administration
Eric Shirk Eric Shirk's Merrill Lynch Experience July 2015 - Present
Job Merrill Lynch Financial Advisor
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Gunton Corporation November 2013 - March 2015
Coldwell Banker Select Professionals June 2008 - March 2015
The Securus Group & Shirk & Sons Partnership September 2001 - December 2013
Ny bagel cafe & deli 2011 - 2012
The Therapy Company 2007 - 2008
Gold Rush, Inc. January 2000 - June 2002
CoreSource January 1998 - January 2000
Skills
Customer Service, Leadership, New Business Development, Property, Real Estate, Short Sales, Strategic Planning, Team Building
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Insurance
Middletown Area High School 1993 — 1996
Merrill Lynch July 2015 - Present
Gunton Corporation November 2013 - March 2015
Coldwell Banker Select Professionals June 2008 - March 2015
The Securus Group & Shirk & Sons Partnership September 2001 - December 2013
Ny bagel cafe & deli 2011 - 2012
The Therapy Company 2007 - 2008
Gold Rush, Inc. January 2000 - June 2002
CoreSource January 1998 - January 2000
Skills
Customer Service, Leadership, New Business Development, Property, Real Estate, Short Sales, Strategic Planning, Team Building
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Insurance
Middletown Area High School 1993 — 1996
Gloria Mak Gloria Mak's Merrill Lynch Experience 2002 - 2002
Job Independent Sales Director at Mary Kay Inc.
Industry Real Estate
Experience
Mary Kay Inc. August 2014 - Present
Veronalex 2009 - 2014
IBM 2007 - 2009
Kadokawa Intercontinental Group Holdings 2007 - 2007
Kadokawa Intercontinental Group Holdings 2007 - 2007
Toshiba 2003 - 2007
Merrill Lynch 2002 - 2002
Merrill Lynch 2001 - 2001
Skills
Sales, Marketing Strategy, Solution Selling, New Business Development, Entrepreneurship, Business Strategy, Sales Management, Event Planning, Event Management, Account Management, Customer Service, Marketing, Management, Business Development, Leadership
Education
Parsons School of Design 2013 — 2013
東京大学 / The University of Tokyo
Social Science, Political Science
Ascham School
Mary Kay Inc. August 2014 - Present
Veronalex 2009 - 2014
IBM 2007 - 2009
Kadokawa Intercontinental Group Holdings 2007 - 2007
Kadokawa Intercontinental Group Holdings 2007 - 2007
Toshiba 2003 - 2007
Merrill Lynch 2002 - 2002
Merrill Lynch 2001 - 2001
Skills
Sales, Marketing Strategy, Solution Selling, New Business Development, Entrepreneurship, Business Strategy, Sales Management, Event Planning, Event Management, Account Management, Customer Service, Marketing, Management, Business Development, Leadership
Education
Parsons School of Design 2013 — 2013
東京大学 / The University of Tokyo
Social Science, Political Science
Ascham School
Liam Leonard's Merrill Lynch Experience June 2007 - August 2007
Job Leaders to Executives at TMobile
Industry Telecommunications
Experience
T-Mobile July 2014 - Present
PepsiCo June 2013 - July 2014
Nestlé USA July 2012 - June 2013
Nestle February 2011 - June 2012
Nestle June 2009 - February 2011
Bores y Cia Abogado SRC May 2008 - July 2008
Merrill Lynch June 2007 - August 2007
JonesTrading December 2006 - February 2007
Skills
Negotiation, Spanish, Promotions, Contract Negotiation, Procurement, Strategic Sourcing, Project Management, Chinese, Business Strategy, Marketing Strategy, Budgets, Management, Leadership, Strategy, Supply Chain, Supply Chain Management, Strategic Partnerships, Advertising, Analysis, Sourcing, Social Media, Competitive Analysis, Brand Management, Consumer Insight, Product Development, Market Research, Marketing Management, Customer Insight, Consumer Products, Cross-functional Team..., Market Analysis, Forecasting, FMCG, Retail, Marketing Research, Sales, Marketing
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Marketing, International Management
Yale University 2005 — 2009
BA, Economics
Peking University 2007 — 2007
Oaks Christian High School 2001 — 2005
T-Mobile July 2014 - Present
PepsiCo June 2013 - July 2014
Nestlé USA July 2012 - June 2013
Nestle February 2011 - June 2012
Nestle June 2009 - February 2011
Bores y Cia Abogado SRC May 2008 - July 2008
Merrill Lynch June 2007 - August 2007
JonesTrading December 2006 - February 2007
Skills
Negotiation, Spanish, Promotions, Contract Negotiation, Procurement, Strategic Sourcing, Project Management, Chinese, Business Strategy, Marketing Strategy, Budgets, Management, Leadership, Strategy, Supply Chain, Supply Chain Management, Strategic Partnerships, Advertising, Analysis, Sourcing, Social Media, Competitive Analysis, Brand Management, Consumer Insight, Product Development, Market Research, Marketing Management, Customer Insight, Consumer Products, Cross-functional Team..., Market Analysis, Forecasting, FMCG, Retail, Marketing Research, Sales, Marketing
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Marketing, International Management
Yale University 2005 — 2009
BA, Economics
Peking University 2007 — 2007
Oaks Christian High School 2001 — 2005
Lauren Bellizzi Lauren Bellizzi's Merrill Lynch Experience September 2004 - December 2004
Job Client Services Supervisor, Campaign Management at Pandora
Industry Marketing and Advertising
Experience
Pandora May 2015 - Present
Pandora December 2013 - Present
Pandora December 2012 - December 2013
Comcast Spotlight July 2011 - December 2012
Comcast Spotlight January 2005 - April 2011
Merrill Lynch September 2004 - December 2004
Kralyevich Productions Inc (KPI TV) May 2003 - August 2003
Red Car Editorial May 2003 - August 2003
Blind Date June 2002 - August 2002
Skills
Digital Media, Advertising, Digital Marketing, Social Media Marketing, Television, Online Advertising, Social Media, Broadcast, Media Planning, Video Production, Final Cut Pro, New Media, Integrated Marketing, Marketing Communications, Video, Media Buying, Advertising Sales, Marketing, Adobe Creative Suite, Editing, Film, Interactive Advertising, Post Production, Digital Strategy, Mobile Marketing, Avid
Education
Rutgers University-New Brunswick 2010 — 2010
Certificate, Web Development and Design
Penn State University 2000 — 2004
Film, Communications & Business
Holmdel High School
Pandora May 2015 - Present
Pandora December 2013 - Present
Pandora December 2012 - December 2013
Comcast Spotlight July 2011 - December 2012
Comcast Spotlight January 2005 - April 2011
Merrill Lynch September 2004 - December 2004
Kralyevich Productions Inc (KPI TV) May 2003 - August 2003
Red Car Editorial May 2003 - August 2003
Blind Date June 2002 - August 2002
Skills
Digital Media, Advertising, Digital Marketing, Social Media Marketing, Television, Online Advertising, Social Media, Broadcast, Media Planning, Video Production, Final Cut Pro, New Media, Integrated Marketing, Marketing Communications, Video, Media Buying, Advertising Sales, Marketing, Adobe Creative Suite, Editing, Film, Interactive Advertising, Post Production, Digital Strategy, Mobile Marketing, Avid
Education
Rutgers University-New Brunswick 2010 — 2010
Certificate, Web Development and Design
Penn State University 2000 — 2004
Film, Communications & Business
Holmdel High School
Danli Wang Danli Wang's Merrill Lynch Experience August 2008 - November 2009
Job Business Development Manager at LiveRamp
Industry Internet
Experience
LiveRamp August 2015 - Present
Atigeo June 2014 - August 2014
Warburg Pincus Asia, LLC July 2011 - June 2013
Warburg Pincus Asia, LLC December 2009 - June 2011
Merrill Lynch August 2008 - November 2009
ABN AMRO Bank N.V. July 2007 - July 2008
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Peking University 2003 — 2007
B.Econ., Finance
Peking University 2005 — 2007
B.Sc., Statistics, Dual Degree
LiveRamp August 2015 - Present
Atigeo June 2014 - August 2014
Warburg Pincus Asia, LLC July 2011 - June 2013
Warburg Pincus Asia, LLC December 2009 - June 2011
Merrill Lynch August 2008 - November 2009
ABN AMRO Bank N.V. July 2007 - July 2008
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Peking University 2003 — 2007
B.Econ., Finance
Peking University 2005 — 2007
B.Sc., Statistics, Dual Degree
James (Alex) High James (Alex) High's Merrill Lynch Experience July 2008 - July 2010
Job CDP Analyst at Air Products
Industry Chemicals
Experience
Air Products June 2014 - Present
Pequea Valley Partners, LLC January 2010 - Present
Air Products and Chemicals May 2013 - August 2013
Merrill Lynch July 2008 - July 2010
Skills
Valuation, Investments, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Equities, Capital Markets, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Emerging Markets
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
MBA, Finance, Strategy
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Air Products June 2014 - Present
Pequea Valley Partners, LLC January 2010 - Present
Air Products and Chemicals May 2013 - August 2013
Merrill Lynch July 2008 - July 2010
Skills
Valuation, Investments, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Equities, Capital Markets, Mergers & Acquisitions, Financial Analysis, Alternative Investments, Emerging Markets
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
MBA, Finance, Strategy
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Finance
Courtney Zanelli's Merrill Lynch Experience August 1991 - February 1996
Job Courtney Zanelli, LLC
Industry Design
Experience
Courtney Zanelli, LLC 2012 - Present
Merrill Lynch August 1991 - February 1996
Skills
Kitchen & Bath Design, Window Treatments, Floor Plans, Space planning, Furnishings, FF&E, Elevations, Finish Selections, Hand Drafting, Space Planning, 20/20 Design, Customer Service, Strategic Planning
Education
Trinity College-Hartford
Bachelor of Arts (BA), Art History
Parsons School of Design
coursework towards certificate in Interior Design, Interior Design
Courtney Zanelli, LLC 2012 - Present
Merrill Lynch August 1991 - February 1996
Skills
Kitchen & Bath Design, Window Treatments, Floor Plans, Space planning, Furnishings, FF&E, Elevations, Finish Selections, Hand Drafting, Space Planning, 20/20 Design, Customer Service, Strategic Planning
Education
Trinity College-Hartford
Bachelor of Arts (BA), Art History
Parsons School of Design
coursework towards certificate in Interior Design, Interior Design
Bonnie Liao Bonnie Liao's Merrill Lynch Experience February 2013 - Present
Job Consultant at Merrill Lynch
Industry Fund-Raising
Experience
Merrill Lynch February 2013 - Present
Aristotle Circle October 2010 - Present
YingHua International School May 2007 - Present
Market America January 2006 - Present
"YingHua in Beijing" Summer Language & Leadership Institute June 2004 - Present
YingHua Language School May 2002 - Present
Princeton International Academy Charter School September 2009 - August 2012
Merrill Lynch May 2011 - May 2012
The Lawrenceville School July 2007 - June 2009
Merrill Lynch February 1998 - June 2007
Skills
Teaching, Chinese, Mathematics, Analysis, Leadership, Nonprofits, Research, Program Management, Intercultural..., Project Planning, Elementary Education, Statistics, Data Analysis, E-commerce, Entrepreneurship, Time Management
Education
Rutgers University-New Brunswick 1997 — 2000
MBA, Finance & Computer Information Systems
University of Houston 1985 — 1991
Ph.D., Physics
Peking University 1980 — 1984
B.S., Physics
Merrill Lynch February 2013 - Present
Aristotle Circle October 2010 - Present
YingHua International School May 2007 - Present
Market America January 2006 - Present
"YingHua in Beijing" Summer Language & Leadership Institute June 2004 - Present
YingHua Language School May 2002 - Present
Princeton International Academy Charter School September 2009 - August 2012
Merrill Lynch May 2011 - May 2012
The Lawrenceville School July 2007 - June 2009
Merrill Lynch February 1998 - June 2007
Skills
Teaching, Chinese, Mathematics, Analysis, Leadership, Nonprofits, Research, Program Management, Intercultural..., Project Planning, Elementary Education, Statistics, Data Analysis, E-commerce, Entrepreneurship, Time Management
Education
Rutgers University-New Brunswick 1997 — 2000
MBA, Finance & Computer Information Systems
University of Houston 1985 — 1991
Ph.D., Physics
Peking University 1980 — 1984
B.S., Physics
Kyle Holland Kyle Holland's Merrill Lynch Experience December 2013 - Present
Job Registered Representative at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2013 - Present
Bank of America November 2012 - December 2013
Bank of America April 2012 - November 2012
Education
Penn State University 2007 — 2011
Bachelor of Science in Business, Finance
Merrill Lynch December 2013 - Present
Bank of America November 2012 - December 2013
Bank of America April 2012 - November 2012
Education
Penn State University 2007 — 2011
Bachelor of Science in Business, Finance
Jessica Wong Jessica Wong's Merrill Lynch Experience February 2010 - June 2011
Job 2016 MBA Candidate at USC Marshall School of Business
Industry Information Technology and Services
Experience
USC Marshall School of Business July 2014 - Present
Paramount Pictures June 2015 - August 2015
KPMG Advisory August 2011 - July 2014
Merrill Lynch February 2010 - June 2011
Donald Bren School of Information & Computer Sciences September 2009 - June 2010
Crystal Cove Wealth Management, LLC September 2009 - January 2010
Far East National Bank June 2008 - September 2008
Far East National Bank June 2007 - September 2007
Skills
Leadership, Accounting, Auditing, Management Consulting, Financial Analysis, Finance, PowerPoint, Internal Controls, Microsoft Office, Microsoft Excel, Mandarin, Internal Audit, Sarbanes-Oxley, Data Analysis, CRM, Management, Sarbanes-Oxley Act
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, International Studies, Management Minor
Peking University 2009 — 2009
USC Marshall School of Business July 2014 - Present
Paramount Pictures June 2015 - August 2015
KPMG Advisory August 2011 - July 2014
Merrill Lynch February 2010 - June 2011
Donald Bren School of Information & Computer Sciences September 2009 - June 2010
Crystal Cove Wealth Management, LLC September 2009 - January 2010
Far East National Bank June 2008 - September 2008
Far East National Bank June 2007 - September 2007
Skills
Leadership, Accounting, Auditing, Management Consulting, Financial Analysis, Finance, PowerPoint, Internal Controls, Microsoft Office, Microsoft Excel, Mandarin, Internal Audit, Sarbanes-Oxley, Data Analysis, CRM, Management, Sarbanes-Oxley Act
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics, International Studies, Management Minor
Peking University 2009 — 2009
Justin Wolcott, CFA's Merrill Lynch Experience June 2005 - December 2007
Job Founder at JW Fund Consulting, LLC
Industry Investment Management
Experience
JW Fund Consulting, LLC August 2015 - Present
BlueMountain Capital Management 2012 - July 2015
Moore Capital Management December 2007 - October 2012
Merrill Lynch June 2005 - December 2007
Skills
Product Control, Equities, Derivatives, Hedge Funds, Portfolio Management, Private Equity, Bloomberg, Options, Financial Modeling, Financial Analysis, Financial Reporting, Fixed Income, Alternative Investments, Valuation, Equity Research, Excel, Equity Valuation, Bonds, CDS, Capital Markets, ABS, Swaps, Equity Derivatives, FX, ETFs, Global Macro, Interest Rate...
Education
Penn State University 2002 — 2006
Finance
Phillips Exeter Academy
JW Fund Consulting, LLC August 2015 - Present
BlueMountain Capital Management 2012 - July 2015
Moore Capital Management December 2007 - October 2012
Merrill Lynch June 2005 - December 2007
Skills
Product Control, Equities, Derivatives, Hedge Funds, Portfolio Management, Private Equity, Bloomberg, Options, Financial Modeling, Financial Analysis, Financial Reporting, Fixed Income, Alternative Investments, Valuation, Equity Research, Excel, Equity Valuation, Bonds, CDS, Capital Markets, ABS, Swaps, Equity Derivatives, FX, ETFs, Global Macro, Interest Rate...
Education
Penn State University 2002 — 2006
Finance
Phillips Exeter Academy
Pengda Wen's Merrill Lynch Experience September 2013 - December 2013
Job Analyst at FirstKey Holdings
Industry Higher Education
Experience
FirstKey Holdings July 2014 - Present
Bayesian Efficient Asset Management June 2014 - July 2014
Merrill Lynch September 2013 - December 2013
Fullgoal Fund Management June 2013 - August 2013
Skills
VBA, SQL, C/C++, Matlab, Access, Excel, Arena Simulation..., Solidworks, Data Analysis, Microsoft Excel, Finance, Financial Modeling, SAS, Market Research, R, Statistics, C, Research, C++
Education
Columbia University 2012 — 2013
Master's degree, Financial Engineering, 3.94/4.00
Penn State University 2008 — 2012
Bachelor's Degree, Industrial Engineering, Mathematics, 3.88/4.00
FirstKey Holdings July 2014 - Present
Bayesian Efficient Asset Management June 2014 - July 2014
Merrill Lynch September 2013 - December 2013
Fullgoal Fund Management June 2013 - August 2013
Skills
VBA, SQL, C/C++, Matlab, Access, Excel, Arena Simulation..., Solidworks, Data Analysis, Microsoft Excel, Finance, Financial Modeling, SAS, Market Research, R, Statistics, C, Research, C++
Education
Columbia University 2012 — 2013
Master's degree, Financial Engineering, 3.94/4.00
Penn State University 2008 — 2012
Bachelor's Degree, Industrial Engineering, Mathematics, 3.88/4.00
Gordon Snider Gordon Snider's Merrill Lynch Experience July 2005 - March 2008
Job Regional Manager at McCamish Systems, an Infosys Company
Industry Financial Services
Experience
McCamish Systems, an Infosys Company March 2012 - Present
East Broad Street LLC 2000 - Present
T. Rowe Price December 2011 - February 2012
SunGard Global Services March 2010 - October 2011
The Hartford April 2008 - January 2010
Merrill Lynch July 2005 - March 2008
Invesco Ltd. January 1998 - June 2005
Aon Consulting January 1994 - December 1997
T Rowe Price May 1987 - December 1993
Skills
401k, Retirement, Pensions, Investments, Mutual Funds, Retirement Planning, Employee Benefits, Defined Benefit, Financial Services, Business Analysis, Risk Management, Business Planning, Business Development, Outsourcing, CRM, Process Improvement, Business Process..., Management, Relationship Management, Insurance, Strategic Financial..., Leadership, Vendor Management, Wealth Management
Education
Penn State University 1983 — 1987
BS, Economics
St. Paul's School 1979 — 1983
McCamish Systems, an Infosys Company March 2012 - Present
East Broad Street LLC 2000 - Present
T. Rowe Price December 2011 - February 2012
SunGard Global Services March 2010 - October 2011
The Hartford April 2008 - January 2010
Merrill Lynch July 2005 - March 2008
Invesco Ltd. January 1998 - June 2005
Aon Consulting January 1994 - December 1997
T Rowe Price May 1987 - December 1993
Skills
401k, Retirement, Pensions, Investments, Mutual Funds, Retirement Planning, Employee Benefits, Defined Benefit, Financial Services, Business Analysis, Risk Management, Business Planning, Business Development, Outsourcing, CRM, Process Improvement, Business Process..., Management, Relationship Management, Insurance, Strategic Financial..., Leadership, Vendor Management, Wealth Management
Education
Penn State University 1983 — 1987
BS, Economics
St. Paul's School 1979 — 1983
Jon Mace's Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President, Bank of America Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch April 2014 - Present
Barclays Investment Bank July 2012 - April 2014
Barclays Investment Bank July 2012 - August 2013
J.P. Morgan May 2010 - August 2011
Skills
Bloomberg, Valuation, Financial Modeling, Portfolio Management, VBA, Investments, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Derivatives, Equity Research, Financial Markets, Trading, Finance, Financial Risk, Bonds, Emerging Markets, Options, Capital Markets, Securities, Asset Management, Economics, Financial Services, Swaps, Wealth Management, Risk Management, Analysis, Foreign Exchange, Microsoft Excel, Financial Reporting, Business Analysis, Equity Derivatives, Financial Accounting, Accounting, Interest Rate..., Hedging, Dodd-Frank, Trading Systems, Prime Brokerage, Market Risk, Middle Office, DCF, Interest Rate Swaps, Trading Strategies, Due Diligence, Cash Handling Experience, Residential Investment...
Education
The University of Connecticut 2008 — 2012
Bachelor of Science in Business Administration, Finance
Penn State University 2008 — 2009
Merrill Lynch April 2014 - Present
Barclays Investment Bank July 2012 - April 2014
Barclays Investment Bank July 2012 - August 2013
J.P. Morgan May 2010 - August 2011
Skills
Bloomberg, Valuation, Financial Modeling, Portfolio Management, VBA, Investments, Financial Analysis, Fixed Income, Bloomberg Terminal, Equities, Derivatives, Equity Research, Financial Markets, Trading, Finance, Financial Risk, Bonds, Emerging Markets, Options, Capital Markets, Securities, Asset Management, Economics, Financial Services, Swaps, Wealth Management, Risk Management, Analysis, Foreign Exchange, Microsoft Excel, Financial Reporting, Business Analysis, Equity Derivatives, Financial Accounting, Accounting, Interest Rate..., Hedging, Dodd-Frank, Trading Systems, Prime Brokerage, Market Risk, Middle Office, DCF, Interest Rate Swaps, Trading Strategies, Due Diligence, Cash Handling Experience, Residential Investment...
Education
The University of Connecticut 2008 — 2012
Bachelor of Science in Business Administration, Finance
Penn State University 2008 — 2009
Eden Baek's Merrill Lynch Experience July 2015 - Present
Job
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Bank of America August 2014 - July 2015
Bank of America October 2013 - August 2014
Bank of America August 2012 - October 2013
NONGSHIM AMERICA, INC. April 2011 - May 2012
UC San Diego Conference Services May 2009 - April 2011
The Korean Times September 2008 - December 2008
Skills
SAP, Microsoft Excel, PowerPoint, Management, Negotiation, Event Planning, Data Analysis, Forecasting, Account Management, Sales, Sales Operations, Sales Management, New Business Development, Team Building, Customer Service, Market Research, Business Development, Accounting
Education
University of California, San Diego 2005 — 2010
Bachelor of Science
Peking University 2008 — 2008
International Summer School2007 Yonsei University
Merrill Lynch July 2015 - Present
Bank of America August 2014 - July 2015
Bank of America October 2013 - August 2014
Bank of America August 2012 - October 2013
NONGSHIM AMERICA, INC. April 2011 - May 2012
UC San Diego Conference Services May 2009 - April 2011
The Korean Times September 2008 - December 2008
Skills
SAP, Microsoft Excel, PowerPoint, Management, Negotiation, Event Planning, Data Analysis, Forecasting, Account Management, Sales, Sales Operations, Sales Management, New Business Development, Team Building, Customer Service, Market Research, Business Development, Accounting
Education
University of California, San Diego 2005 — 2010
Bachelor of Science
Peking University 2008 — 2008
International Summer School2007 Yonsei University
Tom Finkenbinder Tom Finkenbinder's Merrill Lynch Experience September 2008 - September 2011
Job Executive Director at New Edge Analytics
Industry Investment Management
Experience
New Edge Analytics January 2014 - Present
PNC Investments October 2012 - November 2014
TheHUB January 2012 - July 2013
MetLife August 2011 - October 2012
Merrill Lynch September 2008 - September 2011
New Edge Capital Management 2000 - 2008
BAE Systems 2003 - 2004
Northrop Grumman Corporation 1997 - 2002
Freddie Mac 1995 - 1997
Sallie Mae 1992 - 1995
Skills
Portfolio Management, Strategic Financial..., Investments, Business Strategy, New Business Development, Business Development, Sales Management, Investment Advisory, Equity Research, Finance, Banking, Management, Risk Management, Strategic Planning
Education
Penn State University 1978 — 1984
MBA
Penn State University 1979 — 1982
B.S. Electrical Engineering
New Edge Analytics January 2014 - Present
PNC Investments October 2012 - November 2014
TheHUB January 2012 - July 2013
MetLife August 2011 - October 2012
Merrill Lynch September 2008 - September 2011
New Edge Capital Management 2000 - 2008
BAE Systems 2003 - 2004
Northrop Grumman Corporation 1997 - 2002
Freddie Mac 1995 - 1997
Sallie Mae 1992 - 1995
Skills
Portfolio Management, Strategic Financial..., Investments, Business Strategy, New Business Development, Business Development, Sales Management, Investment Advisory, Equity Research, Finance, Banking, Management, Risk Management, Strategic Planning
Education
Penn State University 1978 — 1984
MBA
Penn State University 1979 — 1982
B.S. Electrical Engineering
Angelica Hamann Angelica Hamann's Merrill Lynch Experience January 2007 - April 2007
Job Senior Art Director | Designer in the Realm of Digital, Interactive & Print Media
Industry Design
Experience
Angelica Hamann Design January 2014 - Present
ITN Networks April 2008 - February 2013
angelica design April 2002 - April 2008
Flashpoint Medica May 2007 - January 2008
Merrill Lynch January 2007 - April 2007
Design Matters Inc! 1999 - 2004
Burson-Marsteller 1997 - 1999
NBC 1995 - 1997
Doubleday Entertainment March 1992 - March 1995
Skills
Illustrator, Direct Mail, Catalogs, Graphic Design, Logo Design, Adobe Creative Suite, Advertising, InDesign, Web Design, Art Direction, Interaction Design, Digital Strategy, Experience Design, Typography, Photoshop, Concept Development, Integrated Marketing, Creative Direction, QuarkXPress, Visual Communication, Illustration, Layout, Brochures, Photography, User Interface Design, Corporate Identity, Branding & Identity, Fundraising, Event Planning, Non-profit Volunteer, Volunteer Management, Social Media Marketing, Interactive Advertising, Interactive Media, Posters, Brand Development
Education
Parsons School of Design 2000 — 2002
MFA, Design & Technology
Parsons School of Design 1983 — 1985
BFA, Communication Design
Angelica Hamann Design January 2014 - Present
ITN Networks April 2008 - February 2013
angelica design April 2002 - April 2008
Flashpoint Medica May 2007 - January 2008
Merrill Lynch January 2007 - April 2007
Design Matters Inc! 1999 - 2004
Burson-Marsteller 1997 - 1999
NBC 1995 - 1997
Doubleday Entertainment March 1992 - March 1995
Skills
Illustrator, Direct Mail, Catalogs, Graphic Design, Logo Design, Adobe Creative Suite, Advertising, InDesign, Web Design, Art Direction, Interaction Design, Digital Strategy, Experience Design, Typography, Photoshop, Concept Development, Integrated Marketing, Creative Direction, QuarkXPress, Visual Communication, Illustration, Layout, Brochures, Photography, User Interface Design, Corporate Identity, Branding & Identity, Fundraising, Event Planning, Non-profit Volunteer, Volunteer Management, Social Media Marketing, Interactive Advertising, Interactive Media, Posters, Brand Development
Education
Parsons School of Design 2000 — 2002
MFA, Design & Technology
Parsons School of Design 1983 — 1985
BFA, Communication Design
Jerry Tambe Jerry Tambe's Merrill Lynch Experience January 1974 - June 1992
Job Past District Governor
Industry Nonprofit Organization Management
Experience
AG Edwards & Sons June 1992 - March 2008
Merrill Lynch January 1974 - June 1992
Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement, Series 7, Small Business, Strategic Financial..., 401k, Wealth Management, Investments, Estate Planning, Investment Advisory, Insurance, Series 63, Portfolio Management, Asset Allocation, Finance, Nonprofits, Financial Planners, Fundraising
Education
Pasadena City College
Associate of Arts (AA), Humanities/Humanistic Studies
San Diego State University-California State University
Business Administration and Management, General
Temple City
High School degree
AG Edwards & Sons June 1992 - March 2008
Merrill Lynch January 1974 - June 1992
Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement, Series 7, Small Business, Strategic Financial..., 401k, Wealth Management, Investments, Estate Planning, Investment Advisory, Insurance, Series 63, Portfolio Management, Asset Allocation, Finance, Nonprofits, Financial Planners, Fundraising
Education
Pasadena City College
Associate of Arts (AA), Humanities/Humanistic Studies
San Diego State University-California State University
Business Administration and Management, General
Temple City
High School degree
Gregory Allex's Merrill Lynch Experience August 2005 - March 2006
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments March 2006 - April 2007
Merrill Lynch August 2005 - March 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch October 2001 - June 2003
Merrill Lynch March 2001 - September 2001
Merrill Lynch July 1999 - February 2001
Merrill Lynch June 1997 - June 1999
Merrill Lynch March 1995 - May 1997
Merrill Lynch April 1993 - February 1995
Skills
Program Management, Business Process..., Talent Management, Collaborative Problem..., Improving Execution, Customer Service
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Major: Marketing, Minor: Economics
Fidelity Investments April 2007 - Present
Fidelity Investments March 2006 - April 2007
Merrill Lynch August 2005 - March 2006
Merrill Lynch July 2003 - July 2005
Merrill Lynch October 2001 - June 2003
Merrill Lynch March 2001 - September 2001
Merrill Lynch July 1999 - February 2001
Merrill Lynch June 1997 - June 1999
Merrill Lynch March 1995 - May 1997
Merrill Lynch April 1993 - February 1995
Skills
Program Management, Business Process..., Talent Management, Collaborative Problem..., Improving Execution, Customer Service
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Major: Marketing, Minor: Economics
Garrett Beeson's Merrill Lynch Experience February 2013 - May 2013
Job Bartender at Dead End BBQ
Industry Food & Beverages
Experience
Dead End BBQ October 2009 - Present
Merrill Lynch February 2013 - May 2013
US Government March 2009 - August 2009
Marriott International November 2008 - July 2009
Skills
Cost Efficiency, Customer Service, Management, Always Punctual, Always On Time, Always Willing to Learn, Competent computer..., Food Service, Food & Beverage, Time Management, Social Media, Microsoft Office, Public Speaking
Education
University of Tennessee-Knoxville 2012 — 2014
Bachelor of Science in Business Admistration, Finance, General and Entrepreneurship., 3.6 on a 4.0 Scale
Pellissippi State Community College 2010 — 2012
Dead End BBQ October 2009 - Present
Merrill Lynch February 2013 - May 2013
US Government March 2009 - August 2009
Marriott International November 2008 - July 2009
Skills
Cost Efficiency, Customer Service, Management, Always Punctual, Always On Time, Always Willing to Learn, Competent computer..., Food Service, Food & Beverage, Time Management, Social Media, Microsoft Office, Public Speaking
Education
University of Tennessee-Knoxville 2012 — 2014
Bachelor of Science in Business Admistration, Finance, General and Entrepreneurship., 3.6 on a 4.0 Scale
Pellissippi State Community College 2010 — 2012
Andrew Seitz Andrew Seitz's Merrill Lynch Experience December 2011 - Present
Job AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
Merrill Lynch September 2010 - December 2011
L'Oréal November 2009 - September 2010
Johnson & Johnson July 2008 - January 2009
Skills
Financial Statement..., Operations Management, Microsoft Excel, Sarbanes-Oxley, Strategic Financial..., Management, Analysis, Finance, Leadership, Business Planning, Budgets, Program Management, Marketing, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Financial Modeling, Financial Reporting, Managerial Finance, Banking, Corporate Finance, Accounting, Risk Management, Auditing
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Merrill Lynch December 2011 - Present
Merrill Lynch September 2010 - December 2011
L'Oréal November 2009 - September 2010
Johnson & Johnson July 2008 - January 2009
Skills
Financial Statement..., Operations Management, Microsoft Excel, Sarbanes-Oxley, Strategic Financial..., Management, Analysis, Finance, Leadership, Business Planning, Budgets, Program Management, Marketing, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Financial Modeling, Financial Reporting, Managerial Finance, Banking, Corporate Finance, Accounting, Risk Management, Auditing
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Jason Boultbee Jason Boultbee's Merrill Lynch Experience May 1999 - June 2010
Job Director, Institutional Relationship Management at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Bank of America Merrill Lynch 2010 - August 2012
Merrill Lynch May 1999 - June 2010
Skills
Series 7, Relationship Management, Salesforce.com..., Financial Services, Mutual Funds, Series 63, Asset Allocation, 401k, Wealth Management, Investments, Retirement, Uniform Combined State..., Securities, Retirement Planning, Private Banking, Finance, ETFs, Client Services, Portfolio Management, Risk Management, Banking, Alternative Investments, Asset Management, Investment Management, Pensions, Series 6, Investment Advisory, Fixed Income, Equities, Series 24, Qualified Retirement..., Defined Contribution, Options, Series 65, Financial Advisory, Hedge Funds, Insurance, FINRA, Financial Markets, Strategic Financial..., Capital Markets, Financial Modeling, Trading, Private Equity, Defined Benefit, Wealth Management..., Bloomberg, Retirement Plan..., IRAs, Series 66
Education
Penn State University 1992 — 1998
Liberal Arts, Economics
Bank of America August 2012 - Present
Bank of America Merrill Lynch 2010 - August 2012
Merrill Lynch May 1999 - June 2010
Skills
Series 7, Relationship Management, Salesforce.com..., Financial Services, Mutual Funds, Series 63, Asset Allocation, 401k, Wealth Management, Investments, Retirement, Uniform Combined State..., Securities, Retirement Planning, Private Banking, Finance, ETFs, Client Services, Portfolio Management, Risk Management, Banking, Alternative Investments, Asset Management, Investment Management, Pensions, Series 6, Investment Advisory, Fixed Income, Equities, Series 24, Qualified Retirement..., Defined Contribution, Options, Series 65, Financial Advisory, Hedge Funds, Insurance, FINRA, Financial Markets, Strategic Financial..., Capital Markets, Financial Modeling, Trading, Private Equity, Defined Benefit, Wealth Management..., Bloomberg, Retirement Plan..., IRAs, Series 66
Education
Penn State University 1992 — 1998
Liberal Arts, Economics
Peter Tursi petertursi@comcast.net's Merrill Lynch Experience 2008 - 2009
Job Area Development Manager at Colonial Life
Industry Financial Services
Experience
Colonial Life May 2014 - Present
TD Bank, N.A. December 2012 - January 2014
Performance Bicycles April 2010 - January 2013
BeneTrends, Inc. April 2009 - June 2011
Merrill Lynch 2008 - 2009
ACENSUS (formerly BISYS Retirement Services) 1994 - 2007
Skills
Financial Services, Project Management, Training, IRS, Retirement, 401k, Customer Service, Investments, Relationship Management, New Business Development, Mutual Funds, Team Building, Management, Strategy, Marketing, Leadership, Employee Benefits, Insurance, Sales, Retirement Planning, Sales Management, CRM, Strategic Planning, Access, Team Leadership, Retail, Small Business, Finance, Selling, Microsoft Excel, Business Development, Sales Process
Education
Penn State University
BS, Marketing
Colonial Life May 2014 - Present
TD Bank, N.A. December 2012 - January 2014
Performance Bicycles April 2010 - January 2013
BeneTrends, Inc. April 2009 - June 2011
Merrill Lynch 2008 - 2009
ACENSUS (formerly BISYS Retirement Services) 1994 - 2007
Skills
Financial Services, Project Management, Training, IRS, Retirement, 401k, Customer Service, Investments, Relationship Management, New Business Development, Mutual Funds, Team Building, Management, Strategy, Marketing, Leadership, Employee Benefits, Insurance, Sales, Retirement Planning, Sales Management, CRM, Strategic Planning, Access, Team Leadership, Retail, Small Business, Finance, Selling, Microsoft Excel, Business Development, Sales Process
Education
Penn State University
BS, Marketing
Lisa Paster Lisa Paster's Merrill Lynch Experience 2002 - 2006
Job Director / Project Manager, Special Events at Clinique
Industry Media Production
Experience
Clinique September 2011 - Present
Freelance 2009 - 2014
Clinique 2010 - September 2011
Clinique 2006 - 2010
Merrill Lynch 2002 - 2006
Ma & Pa Pictures 2001 - 2002
Penn State University, Student Film Organization 2001 - 2002
Fox News Channel 2001 - 2001
MTV Networks 2000 - 2000
Skills
Video Production, Project Management, Budgets, Presentation Development, Digital Media, Social Media, Digital Marketing, Marketing, Creative Direction, Brand Management, Video, Marketing Communications, Marketing Strategy, Social Media Marketing, Digital Strategy, Social Networking, Event Management, Broadcast, Cross-functional Team..., Management, Producing
Education
Penn State University 1998 — 2002
Bachelor of Art, Film/Video
Stevens Institute of Technology
Graduate Studies, Project Management
Clinique September 2011 - Present
Freelance 2009 - 2014
Clinique 2010 - September 2011
Clinique 2006 - 2010
Merrill Lynch 2002 - 2006
Ma & Pa Pictures 2001 - 2002
Penn State University, Student Film Organization 2001 - 2002
Fox News Channel 2001 - 2001
MTV Networks 2000 - 2000
Skills
Video Production, Project Management, Budgets, Presentation Development, Digital Media, Social Media, Digital Marketing, Marketing, Creative Direction, Brand Management, Video, Marketing Communications, Marketing Strategy, Social Media Marketing, Digital Strategy, Social Networking, Event Management, Broadcast, Cross-functional Team..., Management, Producing
Education
Penn State University 1998 — 2002
Bachelor of Art, Film/Video
Stevens Institute of Technology
Graduate Studies, Project Management
Nate Kline Nate Kline's Merrill Lynch Experience July 2003 - June 2005
Job Real Estate, Consulting, Financial Training
Industry Venture Capital & Private Equity
Experience
Nova Appian LLC May 2013 - Present
Accordion Partners March 2012 - Present
AnEx Training/New York School of Finance January 2010 - Present
Genuity Partners LLC April 2008 - Present
Fortress Investment Group August 2005 - March 2008
Merrill Lynch July 2003 - June 2005
Merrill Lynch June 2002 - August 2002
GE Capital May 2001 - August 2001
Skills
Private Equity, Valuation, Mergers, Emerging Markets, Industry Analysis, Acquisitions, Divestitures, Real Estate, Competitive Analysis, Investments, Corporate Finance, Financial Modeling, Due Diligence, Investment Banking, Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Entrepreneurship, Equities, Business Development, Business Strategy, Executive Management, Strategy, Hedge Funds, Market Research, Management, Venture Capital
Education
Penn State University 1999 — 2003
B.S., B.A, Finance, Economics
Penn State University 1999 — 2003
Nova Appian LLC May 2013 - Present
Accordion Partners March 2012 - Present
AnEx Training/New York School of Finance January 2010 - Present
Genuity Partners LLC April 2008 - Present
Fortress Investment Group August 2005 - March 2008
Merrill Lynch July 2003 - June 2005
Merrill Lynch June 2002 - August 2002
GE Capital May 2001 - August 2001
Skills
Private Equity, Valuation, Mergers, Emerging Markets, Industry Analysis, Acquisitions, Divestitures, Real Estate, Competitive Analysis, Investments, Corporate Finance, Financial Modeling, Due Diligence, Investment Banking, Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Entrepreneurship, Equities, Business Development, Business Strategy, Executive Management, Strategy, Hedge Funds, Market Research, Management, Venture Capital
Education
Penn State University 1999 — 2003
B.S., B.A, Finance, Economics
Penn State University 1999 — 2003
Daphne Fan's Merrill Lynch Experience October 2012 - January 2013
Job Project Controller Analyst at Deloitte
Industry Financial Services
Experience
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
University of California, Irvine Extension February 2012 - May 2013
Merrill Lynch October 2012 - January 2013
SocialBliss April 2012 - July 2012
University of California, Irvine Extension April 2012 - July 2012
Education
Peking University 2014 — 2014
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Administration
Arcadia High School 2006 — 2010
Deloitte August 2014 - Present
Deloitte June 2013 - August 2013
University of California, Irvine Extension February 2012 - May 2013
Merrill Lynch October 2012 - January 2013
SocialBliss April 2012 - July 2012
University of California, Irvine Extension April 2012 - July 2012
Education
Peking University 2014 — 2014
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Administration
Arcadia High School 2006 — 2010
Brennan Jablonski's Merrill Lynch Experience April 2011 - Present
Job AVP Business Analyst at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch April 2011 - January 2013
Fathium's Intellimodule Benchmark and Market Strategy August 2010 - December 2010
EVOSTA May 2010 - August 2010
Johnson & Johnson January 2010 - May 2010
Skills
MS Project, Data Analysis, Strategy, Visio, Requirements Gathering, Business Strategy, SharePoint, Project Management, Research, Customer Service, Team Leadership, SDLC, Enterprise Architecture, Market Data, IT Strategy, Software Project..., Scrum, Analysis, Process Improvement, Agile Methodologies, Management, Databases, Business Analysis, Microsoft Project, Leadership, Financial Analysis
Education
Penn State University 2006 — 2010
B.S., Information Sciences and Technology
Merrill Lynch April 2011 - Present
Merrill Lynch April 2011 - January 2013
Fathium's Intellimodule Benchmark and Market Strategy August 2010 - December 2010
EVOSTA May 2010 - August 2010
Johnson & Johnson January 2010 - May 2010
Skills
MS Project, Data Analysis, Strategy, Visio, Requirements Gathering, Business Strategy, SharePoint, Project Management, Research, Customer Service, Team Leadership, SDLC, Enterprise Architecture, Market Data, IT Strategy, Software Project..., Scrum, Analysis, Process Improvement, Agile Methodologies, Management, Databases, Business Analysis, Microsoft Project, Leadership, Financial Analysis
Education
Penn State University 2006 — 2010
B.S., Information Sciences and Technology
Albert Masood Albert Masood's Merrill Lynch Experience February 1998 - April 2003
Job First Vice PresidentComplex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2007 - Present
Smith Barney April 2003 - November 2007
Merrill Lynch February 1998 - April 2003
EDS Group 1996 - 1998
Skills
Investments, Retirement Planning, Finance, Asset Allocation, Mutual Funds, Financial Advisory, Management, Securities, Alternative Investments, Customer Service, Public Speaking, Team Building, Strategic Planning, Portfolio Management, Microsoft Office, Social Media, Leadership
Education
Penn State University 1991 — 1994
B.S., Finance
Wells Fargo Advisors, LLC November 2007 - Present
Smith Barney April 2003 - November 2007
Merrill Lynch February 1998 - April 2003
EDS Group 1996 - 1998
Skills
Investments, Retirement Planning, Finance, Asset Allocation, Mutual Funds, Financial Advisory, Management, Securities, Alternative Investments, Customer Service, Public Speaking, Team Building, Strategic Planning, Portfolio Management, Microsoft Office, Social Media, Leadership
Education
Penn State University 1991 — 1994
B.S., Finance
Victoria Lee's Merrill Lynch Experience May 2010 - September 2010
Job User Experience Design and Strategy
Industry Financial Services
Experience
Citi May 2015 - Present
Verisk Analytics March 2014 - July 2014
UBS Wealth Management 2012 - 2014
Accenture 2010 - 2012
Merrill Lynch May 2010 - September 2010
Transamerica Retirement Solutions 2008 - February 2010
SmartPros Ltd. 2004 - 2008
Hyphen 2003 - 2004
E2 Productions 2000 - 2003
Skills
Human Factors, Information Architecture, Persona, User Scenarios, User Experience, Interaction Design, Testing, Usability Testing, User-centered Design, Software Development..., User Interface, Usability, User Interface Design, User Experience Design, Axure, Wireframes, User Research, Wire Framing, SDLC
Education
Parsons School of Design
MFA, Communications Design
Citi May 2015 - Present
Verisk Analytics March 2014 - July 2014
UBS Wealth Management 2012 - 2014
Accenture 2010 - 2012
Merrill Lynch May 2010 - September 2010
Transamerica Retirement Solutions 2008 - February 2010
SmartPros Ltd. 2004 - 2008
Hyphen 2003 - 2004
E2 Productions 2000 - 2003
Skills
Human Factors, Information Architecture, Persona, User Scenarios, User Experience, Interaction Design, Testing, Usability Testing, User-centered Design, Software Development..., User Interface, Usability, User Interface Design, User Experience Design, Axure, Wireframes, User Research, Wire Framing, SDLC
Education
Parsons School of Design
MFA, Communications Design
Bo Zhai Bo Zhai's Merrill Lynch Experience 2013 - 2015
Job Experienced Technology Investor with Deep Domain Knowledge
Industry Information Technology and Services
Experience
Hewlett-Packard 2015 - Present
Merrill Lynch 2013 - 2015
Kaiwu Capital August 2012 - September 2012
Merrill Lynch June 2012 - August 2012
AMD March 2007 - September 2011
Freescale Semiconductor June 2006 - September 2006
Skills
Financial Modeling, Finance, M&A experience, Investment Banking, Computer Architecture, Valuation, IPO, Technology, Equity Capital Markets, Mergers, Private Equity, Due Diligence, Cross-functional Team..., Nonprofit Leadership, Corporate Development, Corporate Finance, Strategy, Investments, Venture Capital, Mergers & Acquisitions, Nonprofits
Education
Stanford University Graduate School of Business 2011 — 2013
MBA, Business Administration
Stanford University 2011 — 2013
Master of Business Administration (MBA)
University of Michigan 2002 — 2007
Ph.D. and M.S., Electrical Engineering
Peking University 1998 — 2002
B.S., Microelectronics
Hewlett-Packard 2015 - Present
Merrill Lynch 2013 - 2015
Kaiwu Capital August 2012 - September 2012
Merrill Lynch June 2012 - August 2012
AMD March 2007 - September 2011
Freescale Semiconductor June 2006 - September 2006
Skills
Financial Modeling, Finance, M&A experience, Investment Banking, Computer Architecture, Valuation, IPO, Technology, Equity Capital Markets, Mergers, Private Equity, Due Diligence, Cross-functional Team..., Nonprofit Leadership, Corporate Development, Corporate Finance, Strategy, Investments, Venture Capital, Mergers & Acquisitions, Nonprofits
Education
Stanford University Graduate School of Business 2011 — 2013
MBA, Business Administration
Stanford University 2011 — 2013
Master of Business Administration (MBA)
University of Michigan 2002 — 2007
Ph.D. and M.S., Electrical Engineering
Peking University 1998 — 2002
B.S., Microelectronics
Scott Palmer's Merrill Lynch Experience May 2013 - March 2015
Job Vice President, Power Options at Noble Americas
Industry Oil & Energy
Experience
Noble Americas March 2015 - Present
Merrill Lynch May 2013 - March 2015
Citigroup Energy Inc. March 2008 - May 2013
AT&T Network Integration February 2003 - March 2008
Broadcom Corporation August 2001 - December 2002
Exodus Communications September 2000 - June 2001
Dell Computer Corporation February 1996 - December 1999
Skills
New Business Development, Financial Modeling, Energy, Risk Management, Business Development, Competitive Analysis, Sales Management, Trading, Proprietary Trading, Electricity Markets, Sales, Channel Sales, Telecommunications, Ethernet, Routing, Switching, Enterprise Storage, Server Architecture, Managerial Finance, Network Hardware, Enterprise Software, Natural Gas, Portfolio Management, Options, Derivatives, Management, Commodity Markets
Education
The University of Texas at Austin 2006 — 2008
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration (MBA)
Park University
Bachelor of Science (B.S.), Computer Science
Noble Americas March 2015 - Present
Merrill Lynch May 2013 - March 2015
Citigroup Energy Inc. March 2008 - May 2013
AT&T Network Integration February 2003 - March 2008
Broadcom Corporation August 2001 - December 2002
Exodus Communications September 2000 - June 2001
Dell Computer Corporation February 1996 - December 1999
Skills
New Business Development, Financial Modeling, Energy, Risk Management, Business Development, Competitive Analysis, Sales Management, Trading, Proprietary Trading, Electricity Markets, Sales, Channel Sales, Telecommunications, Ethernet, Routing, Switching, Enterprise Storage, Server Architecture, Managerial Finance, Network Hardware, Enterprise Software, Natural Gas, Portfolio Management, Options, Derivatives, Management, Commodity Markets
Education
The University of Texas at Austin 2006 — 2008
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master of Business Administration (MBA)
Park University
Bachelor of Science (B.S.), Computer Science
LATONIA JOHNSON-WARREN LATONIA JOHNSON-WARREN's Merrill Lynch Experience September 2000 - June 2005
Job Paralegal
Industry Legal Services
Experience
Guggenheim Partners 2011 - 2012
Jenner & Block March 2010 - September 2011
Kirkland & Ellis LLP July 2008 - August 2009
CW Capital LLC April 2007 - April 2008
Kirkland & Ellis LLP July 2005 - April 2007
Merrill Lynch September 2000 - June 2005
LaSalle Bank 1990 - 1996
Skills
Corporate Governance, Due Diligence, Loans, Corporate Law, Real Estate, Real Estate Transactions
Education
Roosevelt University 1999 — 2003
BS
Roosevelt University 1993 — 1993
Park University 1984 — 1986
Guggenheim Partners 2011 - 2012
Jenner & Block March 2010 - September 2011
Kirkland & Ellis LLP July 2008 - August 2009
CW Capital LLC April 2007 - April 2008
Kirkland & Ellis LLP July 2005 - April 2007
Merrill Lynch September 2000 - June 2005
LaSalle Bank 1990 - 1996
Skills
Corporate Governance, Due Diligence, Loans, Corporate Law, Real Estate, Real Estate Transactions
Education
Roosevelt University 1999 — 2003
BS
Roosevelt University 1993 — 1993
Park University 1984 — 1986
Edward Yom's Merrill Lynch Experience December 2005 - December 2007
Job Director of Technology Infrastructure Operations at Citigroup
Industry Financial Services
Experience
Citi July 2011 - Present
Johnson & Johnson September 2010 - July 2011
Lenovo March 2008 - June 2010
Merrill Lynch December 2005 - December 2007
Merrill Lynch November 2004 - November 2005
Ocean Breeze Information Services December 2003 - October 2004
JP Morgan October 1999 - October 2003
JP Morgan October 1998 - September 1999
The Chase Manhattan Bank April 1998 - September 1998
McKinsey & Company January 1997 - April 1998
Skills
Program Management, Strategic Planning, Product Management, Architecture, Income Statement, Business Continuity..., IT Strategy, ITIL, Business Analysis, IT Management, Process Improvement, SDLC, Risk Management, IT Service Management, Project Portfolio..., Security, Vendor Management, PMO, CRM, Strategy, Integration, Business Process, Data Center, Management, Leadership, Project Delivery, Enterprise Software, Start-ups, Operations Management, Information Technology, Infrastructure, Consulting, Outsourcing, Mobile Devices, Information Security, Servers, Training, Business Process..., Contract Negotiation, Incident Management, Disaster Recovery, Team Leadership, Executive Management, Change Management, Business Continuity, Professional Services, Project Management, Business Transformation, Management Consulting, Service Delivery
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelors Degree of Science
Parkland College 1994 — 1995
Associates Degree of Science
Forest Hills High School 1988 — 1992
HS Diploma
Citi July 2011 - Present
Johnson & Johnson September 2010 - July 2011
Lenovo March 2008 - June 2010
Merrill Lynch December 2005 - December 2007
Merrill Lynch November 2004 - November 2005
Ocean Breeze Information Services December 2003 - October 2004
JP Morgan October 1999 - October 2003
JP Morgan October 1998 - September 1999
The Chase Manhattan Bank April 1998 - September 1998
McKinsey & Company January 1997 - April 1998
Skills
Program Management, Strategic Planning, Product Management, Architecture, Income Statement, Business Continuity..., IT Strategy, ITIL, Business Analysis, IT Management, Process Improvement, SDLC, Risk Management, IT Service Management, Project Portfolio..., Security, Vendor Management, PMO, CRM, Strategy, Integration, Business Process, Data Center, Management, Leadership, Project Delivery, Enterprise Software, Start-ups, Operations Management, Information Technology, Infrastructure, Consulting, Outsourcing, Mobile Devices, Information Security, Servers, Training, Business Process..., Contract Negotiation, Incident Management, Disaster Recovery, Team Leadership, Executive Management, Change Management, Business Continuity, Professional Services, Project Management, Business Transformation, Management Consulting, Service Delivery
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelors Degree of Science
Parkland College 1994 — 1995
Associates Degree of Science
Forest Hills High School 1988 — 1992
HS Diploma
David Kish David Kish's Merrill Lynch Experience 2012 - 2012
Job Senior Operations Analyst Investor Services Team
Industry Financial Services
Experience
SEI December 2013 - Present
SEI June 2013 - December 2013
Merrill Lynch 2012 - 2012
Delaware Valley Flag and Banner Co June 2010 - August 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, C++, Visual Basic, Adobe, Investran
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Economics
SEI December 2013 - Present
SEI June 2013 - December 2013
Merrill Lynch 2012 - 2012
Delaware Valley Flag and Banner Co June 2010 - August 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, C++, Visual Basic, Adobe, Investran
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Rob Kuan Rob Kuan's Merrill Lynch Experience June 2010 - August 2010
Job Senior Associate at Marakon Associates
Industry Management Consulting
Experience
Marakon August 2011 - Present
Merrill Lynch June 2010 - August 2010
Chatterwise May 2009 - August 2009
Skills
Business Strategy, Consulting, Strategic Consulting, Competitive Analysis, Finance, Financial Modeling, Management Consulting, Valuation, Corporate Finance, Strategy, Financial Analysis, Entrepreneurship, Private Equity
Education
Wharton School, University of Pennsylvania 2007 — 2011
B.S. in Economics, Management
Peking University 2010 — 2010
Guanghua School of Management - Exchange Program
Hunter College High School 2001 — 2007
Marakon August 2011 - Present
Merrill Lynch June 2010 - August 2010
Chatterwise May 2009 - August 2009
Skills
Business Strategy, Consulting, Strategic Consulting, Competitive Analysis, Finance, Financial Modeling, Management Consulting, Valuation, Corporate Finance, Strategy, Financial Analysis, Entrepreneurship, Private Equity
Education
Wharton School, University of Pennsylvania 2007 — 2011
B.S. in Economics, Management
Peking University 2010 — 2010
Guanghua School of Management - Exchange Program
Hunter College High School 2001 — 2007
Gloria Ying Cao Gloria Ying Cao's Merrill Lynch Experience June 2013 - Present
Job Analyst at BofA Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Roland Berger Strategy Consultants February 2012 - June 2012
Skills
Excel, Word, Bloomberg Terminal, Matlab, R, Bloomberg, Quantitative Analytics, Econometrics, Derivatives, Financial Modeling, Fixed Income, Mandarin
Education
University of Chicago 2012 — 2013
Master of Science (MS), Financial Mathematics
Peking University 2008 — 2012
Bachelor of Science (BS), Mathematical Finance
CFA Institute
CFA Level III passed
Merrill Lynch June 2013 - Present
Roland Berger Strategy Consultants February 2012 - June 2012
Skills
Excel, Word, Bloomberg Terminal, Matlab, R, Bloomberg, Quantitative Analytics, Econometrics, Derivatives, Financial Modeling, Fixed Income, Mandarin
Education
University of Chicago 2012 — 2013
Master of Science (MS), Financial Mathematics
Peking University 2008 — 2012
Bachelor of Science (BS), Mathematical Finance
CFA Institute
CFA Level III passed
Laura Huck (Johnson) Laura Huck (Johnson)'s Merrill Lynch Experience June 2010 - September 2010
Job
Industry Consumer Goods
Experience
Flagstone Foods December 2013 - April 2015
IBM April 2013 - December 2013
IBM December 2011 - April 2013
U.S. Commercial Service February 2011 - April 2011
Merrill Lynch June 2010 - September 2010
Skills
Forecasting, Hyperion Enterprise, Essbase, Brio Query, Spanish, Microsoft Office, Financial Analysis, Mandarin Chinese, International Business, Pricing, TM1, Process Improvement, Corporate Budgeting, Trade Compliance, Import/Export, VBA, Variance Analysis, Six Sigma, Business Analytics, GAAP, Cognos, Cross-functional Team..., PowerPoint, Hyperion, Management
Education
University of Saint Thomas 2007 — 2011
BA, International Business, Spanish, Chinese
Universidad de Sevilla
International Trade & Finance, Strategic Issues in International Manufacturing
Peking University
Mandarin Chinese
Flagstone Foods December 2013 - April 2015
IBM April 2013 - December 2013
IBM December 2011 - April 2013
U.S. Commercial Service February 2011 - April 2011
Merrill Lynch June 2010 - September 2010
Skills
Forecasting, Hyperion Enterprise, Essbase, Brio Query, Spanish, Microsoft Office, Financial Analysis, Mandarin Chinese, International Business, Pricing, TM1, Process Improvement, Corporate Budgeting, Trade Compliance, Import/Export, VBA, Variance Analysis, Six Sigma, Business Analytics, GAAP, Cognos, Cross-functional Team..., PowerPoint, Hyperion, Management
Education
University of Saint Thomas 2007 — 2011
BA, International Business, Spanish, Chinese
Universidad de Sevilla
International Trade & Finance, Strategic Issues in International Manufacturing
Peking University
Mandarin Chinese
David Reeve David Reeve's Merrill Lynch Experience 2006 - 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Summit Financial Resources, Inc. June 2010 - August 2013
Wachovia Securities, LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Education
Rutgers University
MBA, Finance & Global Business
Penn State University
BS, Biology & Business
J.P. Morgan August 2013 - Present
Summit Financial Resources, Inc. June 2010 - August 2013
Wachovia Securities, LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Education
Rutgers University
MBA, Finance & Global Business
Penn State University
BS, Biology & Business
Meredith Opsahl Meredith Opsahl's Merrill Lynch Experience June 2007 - August 2007
Job Account Executive at Turner Broadcasting System
Industry Marketing and Advertising
Experience
Turner Broadcasting System, Turner Entertainment Properties January 2015 - Present
Turner Broadcasting System, Turner Entertainment Digital December 2013 - January 2015
Turner Broadcasting, Turner Sports Digital February 2013 - November 2013
Turner Broadcasting, Turner Digital July 2011 - January 2013
AOL September 2009 - June 2011
Universal McCann July 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Digital Media, Digital Marketing, Digital Strategy, Media Planning, Integrated Marketing, Online Advertising, Advertising, Social Media, Social Media Marketing, Media Buying
Education
Penn State University 2004 — 2008
BS, Marketing
Universidad de Sevilla 2007 — 2007
Spanish
Turner Broadcasting System, Turner Entertainment Properties January 2015 - Present
Turner Broadcasting System, Turner Entertainment Digital December 2013 - January 2015
Turner Broadcasting, Turner Sports Digital February 2013 - November 2013
Turner Broadcasting, Turner Digital July 2011 - January 2013
AOL September 2009 - June 2011
Universal McCann July 2008 - August 2009
Merrill Lynch June 2007 - August 2007
Skills
Digital Media, Digital Marketing, Digital Strategy, Media Planning, Integrated Marketing, Online Advertising, Advertising, Social Media, Social Media Marketing, Media Buying
Education
Penn State University 2004 — 2008
BS, Marketing
Universidad de Sevilla 2007 — 2007
Spanish
Jeff Deloglos's Merrill Lynch Experience March 1993 - May 1999
Job Personal Banker, Business Advocate, Officer, Wells Fargo Financial Advisors Advocate (Licensed)
Industry Banking
Experience
Wells Fargo Bank, N.A. March 2009 - Present
Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) 2009 - Present
Abacus Regional Mortgage February 2008 - March 2009
Countrywide Home Loans May 2005 - October 2007
GMAC Mortgage 1999 - 2005
Merrill Lynch March 1993 - May 1999
Skills
Loans, Banking, Commercial Mortgages, Outside Sales, Mortgage Lending, USDA, Credit, Mortgage Banking
Education
Penn State University 1979 — 1983
BS, Administration of Justice
The Culinary Institute of America 1983 — 1986
AOS, Occupational Studies in Culinary Arts
Wells Fargo Bank, N.A. March 2009 - Present
Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) 2009 - Present
Abacus Regional Mortgage February 2008 - March 2009
Countrywide Home Loans May 2005 - October 2007
GMAC Mortgage 1999 - 2005
Merrill Lynch March 1993 - May 1999
Skills
Loans, Banking, Commercial Mortgages, Outside Sales, Mortgage Lending, USDA, Credit, Mortgage Banking
Education
Penn State University 1979 — 1983
BS, Administration of Justice
The Culinary Institute of America 1983 — 1986
AOS, Occupational Studies in Culinary Arts
Christopher Sihelnik Christopher Sihelnik's Merrill Lynch Experience May 2011 - August 2011
Job Associate Consultant at Chess Consulting LLC
Industry Accounting
Experience
Chess Consulting LLC September 2013 - Present
Penske Truck Leasing May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Analysis, Accounting, Process Improvement, Financial Reporting, Financial Analysis, Finance, Auditing, Access
Education
Penn State University 2009 — 2013
Business, Finance
Chess Consulting LLC September 2013 - Present
Penske Truck Leasing May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Analysis, Accounting, Process Improvement, Financial Reporting, Financial Analysis, Finance, Auditing, Access
Education
Penn State University 2009 — 2013
Business, Finance
David Wisehaupt, CEPA, AIF®, CVB David Wisehaupt, CEPA, AIF®, CVB's Merrill Lynch Experience August 1982 - December 2008
Job Managing Director, Chief Investment Strategist/Certified Exit Planner for Business Owners
Industry Financial Services
Experience
Wisehaupt Bray Asset Management at Hightower Advisors December 2008 - Present
Merrill Lynch August 1982 - December 2008
Skills
Wealth Management, Investments, Exit Strategies, Equities, Strategic Financial..., Asset Allocation, Investment Strategies, Financial Services, Alternative Investments, Asset Management, Investment Management, Financial Advisory, Estate Planning, Strategy, Investment Advisory, Financial Markets, Asset Managment, Wealth Management..., Retirement Planning, Fixed Income, ETFs, Bonds, High Net Worth..., Capital Markets, Portfolio Management, Management, Risk Management, Financial Analysis, Financial Risk, Strategic Planning, Financial Modeling, Retirement, Team Management, Business Analysis, Business Process..., Business Development, Business Strategy, Series 63, Series 7, Special Needs Trusts
Education
Penn State University 1976 — 1979
BBA, Finance, Economics
University of Pennsylvania - The Wharton School
Gamification
Exit Planning Institute 2014 — 2015
Certified Exit Planner (CEPA)
Wisehaupt Bray Asset Management at Hightower Advisors December 2008 - Present
Merrill Lynch August 1982 - December 2008
Skills
Wealth Management, Investments, Exit Strategies, Equities, Strategic Financial..., Asset Allocation, Investment Strategies, Financial Services, Alternative Investments, Asset Management, Investment Management, Financial Advisory, Estate Planning, Strategy, Investment Advisory, Financial Markets, Asset Managment, Wealth Management..., Retirement Planning, Fixed Income, ETFs, Bonds, High Net Worth..., Capital Markets, Portfolio Management, Management, Risk Management, Financial Analysis, Financial Risk, Strategic Planning, Financial Modeling, Retirement, Team Management, Business Analysis, Business Process..., Business Development, Business Strategy, Series 63, Series 7, Special Needs Trusts
Education
Penn State University 1976 — 1979
BBA, Finance, Economics
University of Pennsylvania - The Wharton School
Gamification
Exit Planning Institute 2014 — 2015
Certified Exit Planner (CEPA)
Michael K. Uyemura Michael K. Uyemura's Merrill Lynch Experience 2012 - 2013
Job Fixed Income Trader at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors 2015 - Present
Merrill Lynch 2012 - 2013
Butorac Wealth Management 2012 - 2012
Uyemura Fitness 2009 - 2012
Skills
Investment Analysis, Investments, Portfolio Management, Securities, Investment Advisory, Retirement Planning
Education
Creighton University, Heider College of Business 2014 — 2015
Master of Business Administration (MBA)
Creighton University, Heider College of Business 2013 — 2014
Master of Investment Management and Financial Analysis
University of California, Santa Barbara 2008 — 2010
Bachelor of Science (B.S.), Business-Economics
Pasadena City College 2006 — 2008
Mercer Advisors 2015 - Present
Merrill Lynch 2012 - 2013
Butorac Wealth Management 2012 - 2012
Uyemura Fitness 2009 - 2012
Skills
Investment Analysis, Investments, Portfolio Management, Securities, Investment Advisory, Retirement Planning
Education
Creighton University, Heider College of Business 2014 — 2015
Master of Business Administration (MBA)
Creighton University, Heider College of Business 2013 — 2014
Master of Investment Management and Financial Analysis
University of California, Santa Barbara 2008 — 2010
Bachelor of Science (B.S.), Business-Economics
Pasadena City College 2006 — 2008
Ben Schott's Merrill Lynch Experience May 1997 - August 1997
Job Senior Manager, Retention & Analytics at Bright House Networks
Industry Telecommunications
Experience
Bright House Networks January 2014 - Present
Bright House Networks March 2008 - January 2014
Bright House Networks April 2006 - March 2008
Bright House Networks October 2003 - April 2006
Armstrong Group of Companies October 2000 - October 2003
Ernst & Young July 1999 - October 2000
PwC July 1998 - July 1999
Merrill Lynch May 1997 - August 1997
Skills
Analytics, Strategy, Business Analysis, Retention Strategies, Financial Modeling, Competitive Analysis, DCF Valuation, Finance, Ad Hoc Reporting, Business Case..., Pricing Analysis, Forecasting, Marketing, Corporate FP&A, Process Improvement, Project Management, Financial Accounting, Management, Cross-functional Team..., Call Centers, Treasury Management, Business Intelligence..., Leadership, Marketing Strategy, Strategic Planning, Telecommunications
Education
Penn State University 1994 — 1998
Bachelor's Degree, Finance with High Distinction and Honors in Finance (Schreyer Scholar)
Bright House Networks January 2014 - Present
Bright House Networks March 2008 - January 2014
Bright House Networks April 2006 - March 2008
Bright House Networks October 2003 - April 2006
Armstrong Group of Companies October 2000 - October 2003
Ernst & Young July 1999 - October 2000
PwC July 1998 - July 1999
Merrill Lynch May 1997 - August 1997
Skills
Analytics, Strategy, Business Analysis, Retention Strategies, Financial Modeling, Competitive Analysis, DCF Valuation, Finance, Ad Hoc Reporting, Business Case..., Pricing Analysis, Forecasting, Marketing, Corporate FP&A, Process Improvement, Project Management, Financial Accounting, Management, Cross-functional Team..., Call Centers, Treasury Management, Business Intelligence..., Leadership, Marketing Strategy, Strategic Planning, Telecommunications
Education
Penn State University 1994 — 1998
Bachelor's Degree, Finance with High Distinction and Honors in Finance (Schreyer Scholar)
Dante Michael Panella Dante Michael Panella's Merrill Lynch Experience 1996 - 1998
Job Head of Business Development at PriceMDs.com
Industry Hospital & Health Care
Experience
PriceMDs.com May 2013 - Present
Investor 2003 - May 2013
Cryoport 2003 - 2003
UBS Investment Bank 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1996 - 1998
Olde Private Brokerage January 1993 - 1995
Skills
Start-ups, Business Strategy, Investment Banking, Mergers, Equities, Corporate Finance, Valuation, Venture Capital, Debt, Trading, Investments, Bonds, Securities, Emerging Markets, Financial Modeling, New Business Development, Due Diligence, Corporate Development, Mergers, Private Equity, Finance, Funding, IPO, Mergers & Acquisitions, Capital Markets, Asset Management, Management, Hedge Funds, Alternative Investments, Portfolio Management, Strategic Planning, Financial Analysis, Strategy, Entrepreneurship, Fixed Income, Business Development, Leadership, Marketing Strategy
Education
Penn State University 1990 — 1993
BS, Logistics, Materials, and Supply Chain Management
evergren high School 1987 — 1990
PriceMDs.com May 2013 - Present
Investor 2003 - May 2013
Cryoport 2003 - 2003
UBS Investment Bank 2000 - 2003
Morgan Stanley Dean Witter 1998 - 2000
Merrill Lynch 1996 - 1998
Olde Private Brokerage January 1993 - 1995
Skills
Start-ups, Business Strategy, Investment Banking, Mergers, Equities, Corporate Finance, Valuation, Venture Capital, Debt, Trading, Investments, Bonds, Securities, Emerging Markets, Financial Modeling, New Business Development, Due Diligence, Corporate Development, Mergers, Private Equity, Finance, Funding, IPO, Mergers & Acquisitions, Capital Markets, Asset Management, Management, Hedge Funds, Alternative Investments, Portfolio Management, Strategic Planning, Financial Analysis, Strategy, Entrepreneurship, Fixed Income, Business Development, Leadership, Marketing Strategy
Education
Penn State University 1990 — 1993
BS, Logistics, Materials, and Supply Chain Management
evergren high School 1987 — 1990
Justin Gracenin Justin Gracenin's Merrill Lynch Experience July 2008 - December 2009
Job SDN / Network Systems Engineer at Google
Industry Information Technology and Services
Experience
Google May 2015 - Present
Jane Street Capital April 2011 - April 2015
Bluefin Trading LLC July 2010 - March 2011
Bank of America/Merrill Lynch January 2010 - June 2010
Merrill Lynch July 2008 - December 2009
The Pennsylvania State University March 2007 - May 2008
Merrill Lynch May 2007 - July 2007
Advanticom, Inc. 2005 - 2007
Five-Star Basketball Camp 2000 - 2006
Bishops, Inc. 2000 - 2005
Skills
Multicast, Cisco Technologies, Linux, Firewalls, Unix, Network Design, Network Architecture, VoIP, Security, Servers, Troubleshooting, Operating Systems, Windows, BGP, Switches, VPN, OSPF, Routing, WAN, Cisco IOS, Network Engineering, Low Latency, DWDM, Redis, HDF5, Python, OCaml, Analytics, Data Warehousing, Node.js, WebSockets, HTML 5, JavaScript, Performance Analysis, IT Management, Network Security, Routers, Wireless, Data Center, Networking, TCP/IP, Disaster Recovery, IT Operations, DNS, Databases, Virtualization
Education
Penn State University 2004 — 2008
B.S.
Google May 2015 - Present
Jane Street Capital April 2011 - April 2015
Bluefin Trading LLC July 2010 - March 2011
Bank of America/Merrill Lynch January 2010 - June 2010
Merrill Lynch July 2008 - December 2009
The Pennsylvania State University March 2007 - May 2008
Merrill Lynch May 2007 - July 2007
Advanticom, Inc. 2005 - 2007
Five-Star Basketball Camp 2000 - 2006
Bishops, Inc. 2000 - 2005
Skills
Multicast, Cisco Technologies, Linux, Firewalls, Unix, Network Design, Network Architecture, VoIP, Security, Servers, Troubleshooting, Operating Systems, Windows, BGP, Switches, VPN, OSPF, Routing, WAN, Cisco IOS, Network Engineering, Low Latency, DWDM, Redis, HDF5, Python, OCaml, Analytics, Data Warehousing, Node.js, WebSockets, HTML 5, JavaScript, Performance Analysis, IT Management, Network Security, Routers, Wireless, Data Center, Networking, TCP/IP, Disaster Recovery, IT Operations, DNS, Databases, Virtualization
Education
Penn State University 2004 — 2008
B.S.
Kathleen Dey Kathleen Dey's Merrill Lynch Experience May 2014 - October 2014
Job Client & Advisor Coordinator Penn Wealth Planning
Industry Financial Services
Experience
Penn Wealth Planning December 2014 - Present
Merrill Lynch May 2014 - October 2014
MedAvante December 2010 - January 2014
Seacastle Inc. May 2009 - May 2010
Skills
CTMS, Clinical Trials, GCP, Clinical Development, CRO, Therapeutic Areas, ICH-GCP, Microsoft Word, EDC, Microsoft Excel, Management, Microsoft Office, Clinical Monitoring, PowerPoint, Customer Service, Data Management, Office Management, Database Administration, Outlook, Microsoft Publisher, Clinical Research, Pharmaceutical Industry, Records Management, Spreadsheets, Oracle Reports, Event Management, Calendaring, Executive Support, Research, Data Analysis, SOP
Education
Penn Foster
Business, Management, Marketing, and Related Support Services
Raritan Valley Community College
Business Administration and Management, General
Penn Wealth Planning December 2014 - Present
Merrill Lynch May 2014 - October 2014
MedAvante December 2010 - January 2014
Seacastle Inc. May 2009 - May 2010
Skills
CTMS, Clinical Trials, GCP, Clinical Development, CRO, Therapeutic Areas, ICH-GCP, Microsoft Word, EDC, Microsoft Excel, Management, Microsoft Office, Clinical Monitoring, PowerPoint, Customer Service, Data Management, Office Management, Database Administration, Outlook, Microsoft Publisher, Clinical Research, Pharmaceutical Industry, Records Management, Spreadsheets, Oracle Reports, Event Management, Calendaring, Executive Support, Research, Data Analysis, SOP
Education
Penn Foster
Business, Management, Marketing, and Related Support Services
Raritan Valley Community College
Business Administration and Management, General
James Hampson James Hampson's Merrill Lynch Experience June 2010 - August 2010
Job Legislative Aide at U.S. House of Representatives
Industry Think Tanks
Experience
U.S. House of Representatives March 2015 - Present
U.S. House of Representatives January 2015 - March 2015
DB Capitol Strategies May 2014 - December 2014
The Heritage Foundation January 2014 - May 2014
Zeta Psi Fraternity, Inc. June 2012 - May 2013
Penn State Athletic Communications April 2010 - May 2012
West Side Regional Emergency Management May 2009 - May 2012
Penn State ComRadio October 2008 - May 2012
Terry Hines & Associates May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Leadership, Problem Solving, Strategic Planning, Leadership Development, Risk Management, Recruitment Training, Press Releases, Public Relations, Promotions, Media Relations, Event Planning, Social Media Relations, Social Media Outreach, Sports Public Relations, HTML, Editing, Publicity, Content Development, InDesign, QuarkXPress, Microsoft Office, Web Analytics, Feature Writing, Spanish, Social Media Development, Social Media Marketing, Media Coordination, Travel, Social Media, Fundraising, Feature Articles, Blogging, Management, Social Networking, Sponsorship, Broadcast, Sports, Training, Public Speaking, Event Management, Copy Editing
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations and Sociology, Business minor, 3.83 cumulative (4.0 in sociology and 3.7 in communications)
U.S. House of Representatives March 2015 - Present
U.S. House of Representatives January 2015 - March 2015
DB Capitol Strategies May 2014 - December 2014
The Heritage Foundation January 2014 - May 2014
Zeta Psi Fraternity, Inc. June 2012 - May 2013
Penn State Athletic Communications April 2010 - May 2012
West Side Regional Emergency Management May 2009 - May 2012
Penn State ComRadio October 2008 - May 2012
Terry Hines & Associates May 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Leadership, Problem Solving, Strategic Planning, Leadership Development, Risk Management, Recruitment Training, Press Releases, Public Relations, Promotions, Media Relations, Event Planning, Social Media Relations, Social Media Outreach, Sports Public Relations, HTML, Editing, Publicity, Content Development, InDesign, QuarkXPress, Microsoft Office, Web Analytics, Feature Writing, Spanish, Social Media Development, Social Media Marketing, Media Coordination, Travel, Social Media, Fundraising, Feature Articles, Blogging, Management, Social Networking, Sponsorship, Broadcast, Sports, Training, Public Speaking, Event Management, Copy Editing
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations and Sociology, Business minor, 3.83 cumulative (4.0 in sociology and 3.7 in communications)
Priyanka Dargan's Merrill Lynch Experience February 2015 - Present
Job Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Merrill Lynch July 2012 - February 2015
Bank of America February 2010 - July 2012
Bloomingdale's August 2007 - August 2009
Quakerbridge Learning Center January 2007 - May 2007
Grounds for Sculpture July 2006 - October 2006
Granahan McCourt May 2006 - August 2006
Skills
Leadership, Merchandising, Creative Direction, Retail, Analysis
Education
Parsons School of Design 2007 — 2008
Fashion Design
The College of New Jersey 2004 — 2007
BA, Biopsychology
Merrill Lynch February 2015 - Present
Merrill Lynch July 2012 - February 2015
Bank of America February 2010 - July 2012
Bloomingdale's August 2007 - August 2009
Quakerbridge Learning Center January 2007 - May 2007
Grounds for Sculpture July 2006 - October 2006
Granahan McCourt May 2006 - August 2006
Skills
Leadership, Merchandising, Creative Direction, Retail, Analysis
Education
Parsons School of Design 2007 — 2008
Fashion Design
The College of New Jersey 2004 — 2007
BA, Biopsychology
Christopher Bissell's Merrill Lynch Experience September 2015 - Present
Job Student at Penn State Erie, The Behrend College
Industry Construction
Experience
Merrill Lynch September 2015 - Present
Bissell Contracting Services May 2011 - Present
Keystone Health Club May 2010 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State Erie, The Behrend College 2012 — 2016
Finance, Jr
Penn State Behrend
Bachelor of Science, Finance
Merrill Lynch September 2015 - Present
Bissell Contracting Services May 2011 - Present
Keystone Health Club May 2010 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Penn State Erie, The Behrend College 2012 — 2016
Finance, Jr
Penn State Behrend
Bachelor of Science, Finance
Matthew Marconi, CFA Matthew Marconi, CFA's Merrill Lynch Experience July 2011 - Present
Job
Industry Investment Management
Experience
Merrill Lynch July 2011 - Present
ExpressJet Airlines (Continental Express) December 2005 - March 2010
Knight Financial Products June 2000 - May 2003
Skills
Portfolio Management, Investments, Banking, Microsoft Office, Finance, Financial Analysis
Education
Penn State University
Bachelor's degree, Finance, General
Merrill Lynch July 2011 - Present
ExpressJet Airlines (Continental Express) December 2005 - March 2010
Knight Financial Products June 2000 - May 2003
Skills
Portfolio Management, Investments, Banking, Microsoft Office, Finance, Financial Analysis
Education
Penn State University
Bachelor's degree, Finance, General
Christopher Blandy's Merrill Lynch Experience June 2015 - August 2015
Job Private Banking and Investment Group Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Analysis, Financial Analysis
Education
Penn State University 2013 — 2017
Finance, General
Penn State University 2013 — 2017
Finance, General
Merrill Lynch June 2015 - August 2015
Skills
Leadership, Microsoft Excel, Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Analysis, Financial Analysis
Education
Penn State University 2013 — 2017
Finance, General
Penn State University 2013 — 2017
Finance, General
Marianatasha Giokas's Merrill Lynch Experience June 2015 - August 2015
Job Global Wealth & Investment Management Summer Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - August 2015
Dinerluxe May 2014 - May 2015
Maggie McFlys September 2012 - June 2013
Skills
•Excellent..., •Proven collaboration..., •Proficient in the..., •Organized, strong..., •Microsoft Office:..., •Knowledge of finance,..., Writing, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Leadership, Microsoft Excel, Time Management, Teamwork, Event Planning, Social Networking, Microsoft Office, Management, Facebook
Education
Penn State University 2013 — 2017
Undergraduate Student, Finance, General and Information Science Technology, Sophomore
Merrill Lynch June 2015 - August 2015
Dinerluxe May 2014 - May 2015
Maggie McFlys September 2012 - June 2013
Skills
•Excellent..., •Proven collaboration..., •Proficient in the..., •Organized, strong..., •Microsoft Office:..., •Knowledge of finance,..., Writing, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Leadership, Microsoft Excel, Time Management, Teamwork, Event Planning, Social Networking, Microsoft Office, Management, Facebook
Education
Penn State University 2013 — 2017
Undergraduate Student, Finance, General and Information Science Technology, Sophomore
Julia Lobenwein's Merrill Lynch Experience September 2007 - June 2010
Job
Industry Oil & Energy
Experience
HUPX - Hungarian Power Exchange July 2013 - Present
Schneider Electric September 2012 - June 2013
Intiwawa September 2011 - April 2012
GECX Group June 2010 - August 2011
Merrill Lynch September 2007 - June 2010
John Hall Assocaites May 2006 - August 2007
Skills
Energy Markets, Commodity Markets, Electricity Markets, Energy, Natural Gas, Commodity, Renewable Energy, Energy Industry, Trading, Hedging, Risk Management, Derivatives, Project Finance, Economics, Options
Education
Pécsi Tudományegyetem 1999 — 2004
Masters, Economics
HUPX - Hungarian Power Exchange July 2013 - Present
Schneider Electric September 2012 - June 2013
Intiwawa September 2011 - April 2012
GECX Group June 2010 - August 2011
Merrill Lynch September 2007 - June 2010
John Hall Assocaites May 2006 - August 2007
Skills
Energy Markets, Commodity Markets, Electricity Markets, Energy, Natural Gas, Commodity, Renewable Energy, Energy Industry, Trading, Hedging, Risk Management, Derivatives, Project Finance, Economics, Options
Education
Pécsi Tudományegyetem 1999 — 2004
Masters, Economics
Joseph A. Sarnecki's Merrill Lynch Experience January 2008 - December 2010
Job Financial Planner & Investment Advisor at U.S. Financial Services, LLC
Industry Financial Services
Experience
U.S. Financial Services, LLC May 2011 - Present
Merrill Lynch January 2008 - December 2010
Morgan Stanley June 2007 - January 2008
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Equities, Risk Management, Financial Services, Investment Management, Finance, Tax, Series 7, Financial Analysis, Investment Advisory, Securities, Life Insurance, 529 Plans, Series 66, 401k Rollovers
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2008
BS, Finance
Penn State University 2004 — 2005
U.S. Financial Services, LLC May 2011 - Present
Merrill Lynch January 2008 - December 2010
Morgan Stanley June 2007 - January 2008
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Portfolio Management, Equities, Risk Management, Financial Services, Investment Management, Finance, Tax, Series 7, Financial Analysis, Investment Advisory, Securities, Life Insurance, 529 Plans, Series 66, 401k Rollovers
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2008
BS, Finance
Penn State University 2004 — 2005
Thomas Raleigh Thomas Raleigh's Merrill Lynch Experience May 2004 - June 2005
Job Sales Manager at Time Warner Cable Business Class
Industry Telecommunications
Experience
Time Warner Cable Business Class March 2012 - Present
Insight Business January 2008 - February 2012
Insight Communications July 2006 - December 2007
Insight Communications September 2005 - July 2006
Merrill Lynch May 2004 - June 2005
Clarke American April 2002 - April 2004
United States Marine Corps September 1996 - September 2001
Education
University of Louisville 2002 — 2004
MBA
Park University 1999 — 2001
BS, Business Management
Time Warner Cable Business Class March 2012 - Present
Insight Business January 2008 - February 2012
Insight Communications July 2006 - December 2007
Insight Communications September 2005 - July 2006
Merrill Lynch May 2004 - June 2005
Clarke American April 2002 - April 2004
United States Marine Corps September 1996 - September 2001
Education
University of Louisville 2002 — 2004
MBA
Park University 1999 — 2001
BS, Business Management
Robin Beltrani's Merrill Lynch Experience September 2011 - January 2012
Job Senior Associate at GlobeTax
Industry Financial Services
Experience
GlobeTax December 2014 - Present
GlobeTax July 2012 - December 2014
Charity Happenings March 2012 - July 2012
Merrill Lynch September 2011 - January 2012
Cancer Research Institute June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Customer Service, Budget, Microsoft Word, Microsoft Office, Spreadsheets, Access, Fundraising, Research, Time Management, Sales, Public Speaking, Relationship Management, Marketing, Finance, Budgets, Accounting, Analysis, Financial Analysis, Financial Reporting, Forecasting
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Finance
Marlboro High School 2003 — 2007
GlobeTax December 2014 - Present
GlobeTax July 2012 - December 2014
Charity Happenings March 2012 - July 2012
Merrill Lynch September 2011 - January 2012
Cancer Research Institute June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Customer Service, Budget, Microsoft Word, Microsoft Office, Spreadsheets, Access, Fundraising, Research, Time Management, Sales, Public Speaking, Relationship Management, Marketing, Finance, Budgets, Accounting, Analysis, Financial Analysis, Financial Reporting, Forecasting
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Finance
Marlboro High School 2003 — 2007
Dustin Boeckel Dustin Boeckel's Merrill Lynch Experience December 2004 - July 2007
Job Benefits Coordinator at Insurance Services United
Industry Wireless
Experience
Insurance Services United January 2014 - Present
Verizon Wireless September 2010 - October 2013
Insurance Services United Inc. August 2007 - September 2010
Merrill Lynch December 2004 - July 2007
Nextel Partners 2004 - 2006
Skills
Direct Sales, Account Management, Sales Process, Cold Calling, Insurance, Customer Retention, Sales Operations, CRM, Leadership, Selling, Solution Selling, Strategy
Education
Penn State University 1999 — 2000
General
York Suburban Senior High School 1994 — 1997
General HS Studies
Insurance Services United January 2014 - Present
Verizon Wireless September 2010 - October 2013
Insurance Services United Inc. August 2007 - September 2010
Merrill Lynch December 2004 - July 2007
Nextel Partners 2004 - 2006
Skills
Direct Sales, Account Management, Sales Process, Cold Calling, Insurance, Customer Retention, Sales Operations, CRM, Leadership, Selling, Solution Selling, Strategy
Education
Penn State University 1999 — 2000
General
York Suburban Senior High School 1994 — 1997
General HS Studies
Linda McBurney Linda McBurney's Merrill Lynch Experience March 2011 - September 2011
Job .
Industry Marketing and Advertising
Experience
CHANEL April 2013 - Present
EQUESTRIAN EARTH, LLC June 2009 - Present
FALLEN OAK STABLE, LLC June 2006 - Present
Project Thoroughbred November 2011 - January 2013
Marelink LLC October 2009 - January 2012
Merrill Lynch March 2011 - September 2011
PALOMA SECURITIES,LLC July 2008 - March 2009
CDZ ARCHITECTS, LLC March 2007 - September 2007
Bear Hunter Holdings January 1996 - June 2006
Bear Wagner Specialists 2000 - 2006
Skills
Graphic Design, Fine Art, Equestrian, Thinking Outside The Box, Negotiation, Luxury Brand Marketing, Advertising, Strategy, Marketing, Public Relations, Portfolio Management, Trading, Hedge Funds, Securities, Equities, Marketing Strategy, Derivatives, Event Management
Education
Parsons School of Design
BFA, Communication Design
Parsons School of Design
BFA, Communication Design
Red Bank Catholic
CHANEL April 2013 - Present
EQUESTRIAN EARTH, LLC June 2009 - Present
FALLEN OAK STABLE, LLC June 2006 - Present
Project Thoroughbred November 2011 - January 2013
Marelink LLC October 2009 - January 2012
Merrill Lynch March 2011 - September 2011
PALOMA SECURITIES,LLC July 2008 - March 2009
CDZ ARCHITECTS, LLC March 2007 - September 2007
Bear Hunter Holdings January 1996 - June 2006
Bear Wagner Specialists 2000 - 2006
Skills
Graphic Design, Fine Art, Equestrian, Thinking Outside The Box, Negotiation, Luxury Brand Marketing, Advertising, Strategy, Marketing, Public Relations, Portfolio Management, Trading, Hedge Funds, Securities, Equities, Marketing Strategy, Derivatives, Event Management
Education
Parsons School of Design
BFA, Communication Design
Parsons School of Design
BFA, Communication Design
Red Bank Catholic
Jeffrey Wiedmann's Merrill Lynch Experience April 2014 - Present
Job Assistant Vice President, Trust and Estate Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Merrill Lynch April 2011 - April 2014
Stern, Lavinthal, Frankenberg, & Norgaard LLC August 2009 - April 2011
Juvenile Justice Clinic August 2009 - December 2009
Krumholz Dillon February 2009 - September 2009
Essex County Counsel's Office September 2008 - November 2008
New York Appellate Division March 2008 - September 2008
Skills
Legal Research, Legal Writing, Trust Services, Trustee Investments, Civil Litigation, Bankruptcy, Commercial Litigation, Corporate Law, Creditors' Rights, Chapter 7, Chapter 13 Bankruptcy, Estate Planning
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctor
Penn State University 2003 — 2007
B.S., Management & Organization
Smeal College of Business 2003 — 2007
Bachelor of Science, Management & Organization
Merrill Lynch April 2014 - Present
Merrill Lynch April 2011 - April 2014
Stern, Lavinthal, Frankenberg, & Norgaard LLC August 2009 - April 2011
Juvenile Justice Clinic August 2009 - December 2009
Krumholz Dillon February 2009 - September 2009
Essex County Counsel's Office September 2008 - November 2008
New York Appellate Division March 2008 - September 2008
Skills
Legal Research, Legal Writing, Trust Services, Trustee Investments, Civil Litigation, Bankruptcy, Commercial Litigation, Corporate Law, Creditors' Rights, Chapter 7, Chapter 13 Bankruptcy, Estate Planning
Education
Seton Hall University School of Law 2007 — 2010
Juris Doctor
Penn State University 2003 — 2007
B.S., Management & Organization
Smeal College of Business 2003 — 2007
Bachelor of Science, Management & Organization
Alexander Dorin Alexander Dorin's Merrill Lynch Experience July 2007 - Present
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2007 - Present
Skills
Investments, Management, Microsoft Office, Equities, Financial Analysis, Fixed Income, Financial Modeling, Series 7, Securities, Asset Management
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Merrill Lynch July 2007 - Present
Skills
Investments, Management, Microsoft Office, Equities, Financial Analysis, Fixed Income, Financial Modeling, Series 7, Securities, Asset Management
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Benjamin Lengson Benjamin Lengson's Merrill Lynch Experience January 2005 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Skills
Management, Finance, Investments, Portfolio Management, Wealth Management, Financial Analysis, Strategic Planning, Sales, Estate Planning, Equities, Tax, Mutual Funds, Financial Services, Pensions, Alternative Investments, Retirement Planning, Series 7, Fixed Income, Financial Advisory, IRAs, Securities, Valuation, Investment Strategies, Contract Negotiation, Retirement, Wealth, Financial Modeling, 401k, Strategic Financial..., Asset Management, Investment Advisory, Series 63, Series 65, Fixed Annuities, Uniform Combined State..., Asset Allocation
Education
University of Nevada-Las Vegas 2002 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
Park University 1998 — 2001
Fairfield High School 1991 — 1995
Merrill Lynch January 2005 - Present
Skills
Management, Finance, Investments, Portfolio Management, Wealth Management, Financial Analysis, Strategic Planning, Sales, Estate Planning, Equities, Tax, Mutual Funds, Financial Services, Pensions, Alternative Investments, Retirement Planning, Series 7, Fixed Income, Financial Advisory, IRAs, Securities, Valuation, Investment Strategies, Contract Negotiation, Retirement, Wealth, Financial Modeling, 401k, Strategic Financial..., Asset Management, Investment Advisory, Series 63, Series 65, Fixed Annuities, Uniform Combined State..., Asset Allocation
Education
University of Nevada-Las Vegas 2002 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
Park University 1998 — 2001
Fairfield High School 1991 — 1995
Shannon Cummings's Merrill Lynch Experience March 2007 - January 2009
Job SVP, Staffing Executive at Bank of America
Industry Staffing and Recruiting
Experience
Bank of America October 2013 - Present
Bank of America June 2010 - October 2013
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch March 2007 - January 2009
World Access 2004 - 2006
Lehman Brothers 1999 - 2004
Skills
Management, Mortgage Lending, Onboarding, Leadership, Financial Services, Applicant Tracking..., Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Wealth Management
Education
Penn State University 1995 — 1999
Bank of America October 2013 - Present
Bank of America June 2010 - October 2013
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch March 2007 - January 2009
World Access 2004 - 2006
Lehman Brothers 1999 - 2004
Skills
Management, Mortgage Lending, Onboarding, Leadership, Financial Services, Applicant Tracking..., Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Wealth Management
Education
Penn State University 1995 — 1999
Robert Crothers's Merrill Lynch Experience 2002 - 2006
Job Director, Business & Risk Management, Global Retail & iShares at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
BlackRock October 2006 - August 2014
Merrill Lynch 2002 - 2006
Skills
Fixed Income, Series 7, Mutual Funds, Equities, ETFs, Hedge Funds, Asset Management, Investments, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Securities, Capital Markets, Financial Services, Valuation, Financial Modeling, Derivatives, Bonds
Education
Penn State University
BlackRock August 2014 - Present
BlackRock October 2006 - August 2014
Merrill Lynch 2002 - 2006
Skills
Fixed Income, Series 7, Mutual Funds, Equities, ETFs, Hedge Funds, Asset Management, Investments, Asset Allocation, Bloomberg, Portfolio Management, Alternative Investments, Securities, Capital Markets, Financial Services, Valuation, Financial Modeling, Derivatives, Bonds
Education
Penn State University
Jay Yoon's Merrill Lynch Experience May 2004 - June 2006
Job at North Cove Partners
Industry Venture Capital & Private Equity
Experience
North Cove Partners (formerly Merrill Lynch Global PE) August 2010 - December 2012
Kubera Partners September 2007 - September 2009
Sun Capital Partners July 2006 - July 2007
Merrill Lynch May 2004 - June 2006
Lockheed Martin June 2003 - April 2004
Skills
Private Equity, Financial Modeling, LBO, Leveraged Finance, Equities, Due Diligence, Portfolio Management
Education
Pennsylvania State University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
North Cove Partners (formerly Merrill Lynch Global PE) August 2010 - December 2012
Kubera Partners September 2007 - September 2009
Sun Capital Partners July 2006 - July 2007
Merrill Lynch May 2004 - June 2006
Lockheed Martin June 2003 - April 2004
Skills
Private Equity, Financial Modeling, LBO, Leveraged Finance, Equities, Due Diligence, Portfolio Management
Education
Pennsylvania State University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Barry Wise's Merrill Lynch Experience September 2005 - September 2007
Job AVP, Business Analyst at Guy Carpenter
Industry Insurance
Experience
Guy Carpenter July 2014 - Present
Endurance November 2010 - July 2014
Chartis April 2010 - November 2010
Liberty International Underwriters November 2007 - March 2010
Merrill Lynch September 2005 - September 2007
Skills
Business Analysis, Visio, Requirements Gathering, Requirements Analysis, Project Management, SQL, Process Improvement, SDLC, Systems Analysis, Software Documentation, User Acceptance Testing, Business Intelligence, Access, Databases, Analysis, Business Requirements, Testing, Integration, IT Service Management, ITIL, Insurance, MS Project, SharePoint, Microsoft SQL Server, Web Services, Data Analysis
Education
Penn State University 2001 — 2005
B.S., Information Sciences & Technology
Rahway High School
Guy Carpenter July 2014 - Present
Endurance November 2010 - July 2014
Chartis April 2010 - November 2010
Liberty International Underwriters November 2007 - March 2010
Merrill Lynch September 2005 - September 2007
Skills
Business Analysis, Visio, Requirements Gathering, Requirements Analysis, Project Management, SQL, Process Improvement, SDLC, Systems Analysis, Software Documentation, User Acceptance Testing, Business Intelligence, Access, Databases, Analysis, Business Requirements, Testing, Integration, IT Service Management, ITIL, Insurance, MS Project, SharePoint, Microsoft SQL Server, Web Services, Data Analysis
Education
Penn State University 2001 — 2005
B.S., Information Sciences & Technology
Rahway High School
Jeff Wiser's Merrill Lynch Experience January 1988 - January 1992
Job Director at AIG
Industry Real Estate
Experience
American International Realty Corp September 2006 - Present
American International Realty Corp. 2006 - Present
AIG 2006 - Present
Corporate Services January 1998 - Present
Merrill Lynch & Company, Inc January 1988 - January 2006
Corporate Services January 1992 - January 1998
Merrill Lynch January 1988 - January 1992
The Hillier Group January 1987 - January 1988
Upjohn Pharmaceutical Headquarters January 1986 - January 1987
Burlington Industries/Lees Carpet Headquarters January 1983 - January 1986
Skills
LEED, Space planning, Project Management, Facilities Management, Construction, Contract Management, Space-planning, Contract Negotiation, Project Planning, Leadership, Management, Budgets, Vendor Management
Education
The Pennsylvania State University 1977 — 1981
Bachelor of Science, Landscape Architecture
The Pennsylvania State University, University
Bachelor of Science, Landscape Architecture
American International Realty Corp September 2006 - Present
American International Realty Corp. 2006 - Present
AIG 2006 - Present
Corporate Services January 1998 - Present
Merrill Lynch & Company, Inc January 1988 - January 2006
Corporate Services January 1992 - January 1998
Merrill Lynch January 1988 - January 1992
The Hillier Group January 1987 - January 1988
Upjohn Pharmaceutical Headquarters January 1986 - January 1987
Burlington Industries/Lees Carpet Headquarters January 1983 - January 1986
Skills
LEED, Space planning, Project Management, Facilities Management, Construction, Contract Management, Space-planning, Contract Negotiation, Project Planning, Leadership, Management, Budgets, Vendor Management
Education
The Pennsylvania State University 1977 — 1981
Bachelor of Science, Landscape Architecture
The Pennsylvania State University, University
Bachelor of Science, Landscape Architecture
Harlan Lam's Merrill Lynch Experience July 2008 - May 2010
Job Vice President at Safra National Bank
Industry Financial Services
Experience
Safra National Bank of New York May 2010 - Present
Merrill Lynch July 2008 - May 2010
FX Concepts February 2008 - June 2008
Merrill Lynch May 2007 - August 2007
Skills
Investments, Fixed Income, Emerging Markets, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Equities, Portfolio Management, Financial Modeling, Financial Markets
Education
Penn State University 2003 — 2007
Bachelors
Safra National Bank of New York May 2010 - Present
Merrill Lynch July 2008 - May 2010
FX Concepts February 2008 - June 2008
Merrill Lynch May 2007 - August 2007
Skills
Investments, Fixed Income, Emerging Markets, Capital Markets, Hedge Funds, Derivatives, Bloomberg, Equities, Portfolio Management, Financial Modeling, Financial Markets
Education
Penn State University 2003 — 2007
Bachelors
Alec Mai's Merrill Lynch Experience January 2001 - June 2006
Job Financial Advisor at A.G. Edwards
Industry Financial Services
Experience
Merrill Lynch January 2001 - June 2006
A.G. Edwards & Sons, Inc. January 2000 - December 2001
GRM Retirement Services January 1999 - December 2000
T. Rowe Price January 1994 - January 1999
Erickson Living January 1992 - January 1994
Skills
Leadership, Sales, Management, Financial Analysis, Research
Education
Penn State University 1995 — 1999
Penn State University
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
Merrill Lynch January 2001 - June 2006
A.G. Edwards & Sons, Inc. January 2000 - December 2001
GRM Retirement Services January 1999 - December 2000
T. Rowe Price January 1994 - January 1999
Erickson Living January 1992 - January 1994
Skills
Leadership, Sales, Management, Financial Analysis, Research
Education
Penn State University 1995 — 1999
Penn State University
Bachelor's degree, Health Services/Allied Health/Health Sciences, General
meg hilly's Merrill Lynch Experience February 1985 - February 1987
Job Coach of Intercollegiate Dressage Team at Mount Holyoke College
Industry Professional Training & Coaching
Experience
Mount Holyoke College July 2014 - Present
First Choice Riding Academy February 2014 - Present
Meg Hilly September 2011 - August 2014
Meg Hilly 2007 - 2010
chukkars for charity 2007 - 2008
TES, LAEC 2006 - 2007
Dana Hill Stable July 1988 - May 2005
Merrill Lynch February 1985 - February 1987
Windrush Farm(Melanie Smith) 1983 - 1984
AHSA Judge 1980 - 1983
Skills
Horses, Illustrator, Fine Art, Coaching, Teaching, Art, Social Networking, Writing, Equestrian, Dressage, Social Media, Photography, Oil Painting, Photoshop, Adobe Creative Suite, Editing, Horse Training, Illustration, Drawing, Painting, Graphic Design, Ski Instruction, Logo Design, Brochures, Publications, Portraits, Horse Care, Eventing, Visual Arts, Art Education, Books, Advertising, Creative Writing, Public Speaking, Magazines, Printmaking, Equine Assisted Learning, Fine Art Photography, Video, Newsletters, Galleries, Curating, Murals, Sculpture, Film, Event Planning, Blogging, Creative Direction, Digital Photography, Graphics
Education
Parsons School of Design 1985 — 1987
AAS, Illustration
Parsons School of Design 1985 — 1987
AAS, Illustration
Art Students League 1980 — 1981
Associate of Arts and Sciences (AAS), Portrait Painting, Anantomy, Lithography
Morven Park International Equestrian Institute 1976 — 1977
Instructor, Dressage, Jumping, Eventing
University of Vermont 1972 — 1976
Bachelor of Science (BS), Art Teacher Education
Scarsdale High School 1969 — 1972
high school
Mount Holyoke College July 2014 - Present
First Choice Riding Academy February 2014 - Present
Meg Hilly September 2011 - August 2014
Meg Hilly 2007 - 2010
chukkars for charity 2007 - 2008
TES, LAEC 2006 - 2007
Dana Hill Stable July 1988 - May 2005
Merrill Lynch February 1985 - February 1987
Windrush Farm(Melanie Smith) 1983 - 1984
AHSA Judge 1980 - 1983
Skills
Horses, Illustrator, Fine Art, Coaching, Teaching, Art, Social Networking, Writing, Equestrian, Dressage, Social Media, Photography, Oil Painting, Photoshop, Adobe Creative Suite, Editing, Horse Training, Illustration, Drawing, Painting, Graphic Design, Ski Instruction, Logo Design, Brochures, Publications, Portraits, Horse Care, Eventing, Visual Arts, Art Education, Books, Advertising, Creative Writing, Public Speaking, Magazines, Printmaking, Equine Assisted Learning, Fine Art Photography, Video, Newsletters, Galleries, Curating, Murals, Sculpture, Film, Event Planning, Blogging, Creative Direction, Digital Photography, Graphics
Education
Parsons School of Design 1985 — 1987
AAS, Illustration
Parsons School of Design 1985 — 1987
AAS, Illustration
Art Students League 1980 — 1981
Associate of Arts and Sciences (AAS), Portrait Painting, Anantomy, Lithography
Morven Park International Equestrian Institute 1976 — 1977
Instructor, Dressage, Jumping, Eventing
University of Vermont 1972 — 1976
Bachelor of Science (BS), Art Teacher Education
Scarsdale High School 1969 — 1972
high school
Sheldon Luo's Merrill Lynch Experience August 2001 - February 2009
Job Managing Director, GWIM, Bank of America
Industry Banking
Experience
Bank of america January 2009 - Present
merrill lynch August 2001 - February 2009
Skills
Fixed Income, Credit Derivatives, Capital Markets, Market Risk, Derivatives, FX Options, Treasury, Risk Management, Investment Management, Cash Management, Bloomberg, Interest Rate...
Education
The University of Kansas 1989 — 1993
Peking University 1983 — 1987
Bank of america January 2009 - Present
merrill lynch August 2001 - February 2009
Skills
Fixed Income, Credit Derivatives, Capital Markets, Market Risk, Derivatives, FX Options, Treasury, Risk Management, Investment Management, Cash Management, Bloomberg, Interest Rate...
Education
The University of Kansas 1989 — 1993
Peking University 1983 — 1987
Douglas Burrill, CFA's Merrill Lynch Experience June 2007 - July 2008
Job Credit and Real Estate Valuations at Apollo Global Management LLC
Industry Financial Services
Experience
Goldman Sachs July 2008 - February 2011
Merrill Lynch June 2007 - July 2008
PricewaterhouseCoopers August 2002 - May 2007
Skills
CFA, CPA, Valuation, Financial Analysis, Financial Modeling, Private Equity, Accounting
Education
Penn State University 1998 — 2002
BS, Accounting
Goldman Sachs July 2008 - February 2011
Merrill Lynch June 2007 - July 2008
PricewaterhouseCoopers August 2002 - May 2007
Skills
CFA, CPA, Valuation, Financial Analysis, Financial Modeling, Private Equity, Accounting
Education
Penn State University 1998 — 2002
BS, Accounting
Flora Li's Merrill Lynch Experience August 2005 - August 2007
Job
Industry Investment Management
Experience
The World Bank Pension and Endowments July 2014 - Present
GIC Special Investments August 2007 - June 2014
Merrill Lynch August 2005 - August 2007
Montgomery & Co. August 2004 - August 2005
Skills
Valuation, Financial Modeling, Equities
Education
Peking University
B.A.
Stanford University
M.S.
The World Bank Pension and Endowments July 2014 - Present
GIC Special Investments August 2007 - June 2014
Merrill Lynch August 2005 - August 2007
Montgomery & Co. August 2004 - August 2005
Skills
Valuation, Financial Modeling, Equities
Education
Peking University
B.A.
Stanford University
M.S.
Frank Leloia's Merrill Lynch Experience Financial ConsultantA.G. Edwards1995 - 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Financial ConsultantA.G. Edwards1995 - 2007
A. G. Edwards 1995 - 2006
Education
Penn State University 1987 — 1991
Merrill Lynch Financial ConsultantA.G. Edwards1995 - 2007
A. G. Edwards 1995 - 2006
Education
Penn State University 1987 — 1991
Wenxin Vincent Mao's Merrill Lynch Experience April 2006 - November 2009
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets November 2009 - Present
Merrill Lynch April 2006 - November 2009
Freddie Mac October 2001 - April 2006
Education
University of Pennsylvania - The Wharton School 1996 — 2000
PhD, Statistics
Peking University 1991 — 1996
BS, Statistics
RBC Capital Markets November 2009 - Present
Merrill Lynch April 2006 - November 2009
Freddie Mac October 2001 - April 2006
Education
University of Pennsylvania - The Wharton School 1996 — 2000
PhD, Statistics
Peking University 1991 — 1996
BS, Statistics
John Baranauskas CFP®'s Merrill Lynch Experience June 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2009 - Present
Skills
Uniform Combined State..., Saving for Education, Series 65, 401k Rollovers, Municipal Bonds, Series 7, 529 Plans, Employee Stock Options, Separately Managed..., Education Funding, College Savings Plans, Series 63, College Education..., ETFs, Asset Management
Education
Penn State University 2001 — 2005
BS, Economics
Merrill Lynch June 2009 - Present
Skills
Uniform Combined State..., Saving for Education, Series 65, 401k Rollovers, Municipal Bonds, Series 7, 529 Plans, Employee Stock Options, Separately Managed..., Education Funding, College Savings Plans, Series 63, College Education..., ETFs, Asset Management
Education
Penn State University 2001 — 2005
BS, Economics
Jim Ade's Merrill Lynch Experience December 1994 - Present
Job Retirement Plan Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 1994 - Present
Education
Penn State University 1987 — 1991
Finance
Merrill Lynch December 1994 - Present
Education
Penn State University 1987 — 1991
Finance
Biliang Zhou's Merrill Lynch Experience July 2006 - June 2009
Job Senior Java Developer at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank June 2015 - Present
Thomson Reuters January 2014 - June 2015
Broadridge Financial Solutions June 2013 - December 2013
Bloomberg Law May 2011 - May 2013
Bloomberg Sports July 2009 - April 2011
Merrill Lynch July 2006 - June 2009
FedEx January 2006 - July 2006
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SOA, Java, Web Services, XML, SQL, Oracle, SDLC, Unix, Tomcat, JMS, JSP, Software Development, Weblogic, Ant, Struts, Scrum, Design Patterns, Database Design
Education
Peking University
Penn State University
Deutsche Bank June 2015 - Present
Thomson Reuters January 2014 - June 2015
Broadridge Financial Solutions June 2013 - December 2013
Bloomberg Law May 2011 - May 2013
Bloomberg Sports July 2009 - April 2011
Merrill Lynch July 2006 - June 2009
FedEx January 2006 - July 2006
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Hibernate, SOA, Java, Web Services, XML, SQL, Oracle, SDLC, Unix, Tomcat, JMS, JSP, Software Development, Weblogic, Ant, Struts, Scrum, Design Patterns, Database Design
Education
Peking University
Penn State University
Aaron Rupert's Merrill Lynch Experience May 2008 - August 2008
Job Student at Pennsylvania State University
Industry Financial Services
Experience
Bruce B. Gamble Feed, Supply & Custom Farming March 2005 - Present
Merrill Lynch May 2008 - August 2008
Education
Penn State University 2005 — 2009
Business, Financial Services
Bruce B. Gamble Feed, Supply & Custom Farming March 2005 - Present
Merrill Lynch May 2008 - August 2008
Education
Penn State University 2005 — 2009
Business, Financial Services
Jill Weinstein's Merrill Lynch Experience January 1982 - January 2008
Job Independent Fine Art Professional
Industry Fine Art
Experience
Merrill Lynch January 1982 - January 2008
Salomon Brothers January 1976 - January 1982
Skills
Management, Research, Teaching, Editing, PowerPoint, Marketing, Photography, Social Media, Blogging
Education
MLS Brooklyn College
BA, Art History
Parsons School of Design
SUNY at Albany
School, Information Science
Merrill Lynch January 1982 - January 2008
Salomon Brothers January 1976 - January 1982
Skills
Management, Research, Teaching, Editing, PowerPoint, Marketing, Photography, Social Media, Blogging
Education
MLS Brooklyn College
BA, Art History
Parsons School of Design
SUNY at Albany
School, Information Science
Amy Doshi Bhatt's Merrill Lynch Experience June 2007 - August 2007
Job Associate Client Executive at Russell Investments
Industry Financial Services
Experience
FTSE Russell March 2012 - Present
Morgan Stanley June 2009 - March 2012
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
GE Capital June 2006 - August 2006
Skills
Relationship Management, Client Services, Credit Risk, Fixed Income, Equities, Market Risk, Risk Management, Bloomberg
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
FTSE Russell March 2012 - Present
Morgan Stanley June 2009 - March 2012
Goldman Sachs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
GE Capital June 2006 - August 2006
Skills
Relationship Management, Client Services, Credit Risk, Fixed Income, Equities, Market Risk, Risk Management, Bloomberg
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Jennifer Romagnoli Santore's Merrill Lynch Experience 2007 - 2008
Job Director, Marketing Services at Bristol Myers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb June 2009 - Present
Bristol-Myers Squibb June 2008 - June 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 1998 - July 2007
Merrill Lynch 1993 - 1997
Reliance Insurance 1989 - 1992
Exxon Company 1986 - 1989
Skills
Financial Analysis, Business Planning, Budgeting, Business Analysis, Strategic Financial..., Forecasting, Cross-functional Team..., Business Strategy, Strategic Planning, Corporate Finance, Due Diligence, Process Improvement, Financial Reporting, Competitive Analysis, Finance, Analysis, Budgets, Data Analysis, Financial Planning, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Product Marketing, Project Management, Strategy
Education
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Accounting, 3.6/4.0 - Graduated with Honors
Archbishop John Carroll High School for Girls 1978 — 1982
Bristol-Myers Squibb June 2009 - Present
Bristol-Myers Squibb June 2008 - June 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 1998 - July 2007
Merrill Lynch 1993 - 1997
Reliance Insurance 1989 - 1992
Exxon Company 1986 - 1989
Skills
Financial Analysis, Business Planning, Budgeting, Business Analysis, Strategic Financial..., Forecasting, Cross-functional Team..., Business Strategy, Strategic Planning, Corporate Finance, Due Diligence, Process Improvement, Financial Reporting, Competitive Analysis, Finance, Analysis, Budgets, Data Analysis, Financial Planning, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Product Marketing, Project Management, Strategy
Education
Penn State University 1982 — 1986
Bachelor of Science (B.S.), Accounting, 3.6/4.0 - Graduated with Honors
Archbishop John Carroll High School for Girls 1978 — 1982
Edmund F. Hannon, CFA's Merrill Lynch Experience 2002 - July 2009
Job Partner
Industry Financial Services
Experience
Stamos Capital Partners June 2010 - Present
RBC Capital Markets August 2009 - June 2010
Merrill Lynch 2002 - July 2009
Tremont Capital Management 2001 - 2002
N.Y. Times/Sulzberger Family Office 2000 - 2001
Marubeni International Finance 1997 - 2000
Bank of Nova Scotia 1994 - 1996
Nomura Securities Investment Trust 1991 - 1994
Marusan Securities 1987 - 1991
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Portfolio Management, Investments, Asset Management, Investment Strategies, Derivatives, Private Equity, Due Diligence, Fund Of Funds, Investment Management, Trading, Risk Management, Mutual Funds, Finance, Capital Markets, Real Estate, Fund Accounting, Hedging, Securities, Bloomberg, Emerging Markets, Asset Allocation, Operational Due..., Credit, Equity Research, Global Macro, Manager Selection, Wealth Management, Investment Banking, New Business Development, Family Office, Options, Bonds, Valuation, Financial Markets, Managed Futures, Structured Products, Financial Risk, ETFs, Funding, MBS, Convertible Arbitrage, Long/Short Equity, Arbitrage, Series 7, Merger Arbitrage, Alternative Investment...
Education
Penn State University 1981 — 1985
BS, Finance
Stamos Capital Partners June 2010 - Present
RBC Capital Markets August 2009 - June 2010
Merrill Lynch 2002 - July 2009
Tremont Capital Management 2001 - 2002
N.Y. Times/Sulzberger Family Office 2000 - 2001
Marubeni International Finance 1997 - 2000
Bank of Nova Scotia 1994 - 1996
Nomura Securities Investment Trust 1991 - 1994
Marusan Securities 1987 - 1991
Merrill Lynch 1985 - 1987
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Portfolio Management, Investments, Asset Management, Investment Strategies, Derivatives, Private Equity, Due Diligence, Fund Of Funds, Investment Management, Trading, Risk Management, Mutual Funds, Finance, Capital Markets, Real Estate, Fund Accounting, Hedging, Securities, Bloomberg, Emerging Markets, Asset Allocation, Operational Due..., Credit, Equity Research, Global Macro, Manager Selection, Wealth Management, Investment Banking, New Business Development, Family Office, Options, Bonds, Valuation, Financial Markets, Managed Futures, Structured Products, Financial Risk, ETFs, Funding, MBS, Convertible Arbitrage, Long/Short Equity, Arbitrage, Series 7, Merger Arbitrage, Alternative Investment...
Education
Penn State University 1981 — 1985
BS, Finance
Caroline Delaney's Merrill Lynch Experience January 2002 - January 2006
Job Assistant to the CFO IR Specialist
Industry Financial Services
Experience
W.P. Carey Inc. March 2014 - Present
The Blackstone Group August 2013 - November 2013
Artio Global Investors September 2009 - May 2013
Bank of America / Merrill Lynch & Co., Inc. February 2006 - August 2009
Merrill Lynch January 2002 - January 2006
MarketXT, Inc. May 2000 - December 2001
Skills
Financial Services, Investor Relations, Corporate Governance, Public Relations, Asset Management, Contact Management...
Education
Wheelock College
M.S., Education Administration
University of Connecticut
B.S., Family Relations & Child Development
Parsons School of Design
Continuing Education Certificate Program, Interior Design
W.P. Carey Inc. March 2014 - Present
The Blackstone Group August 2013 - November 2013
Artio Global Investors September 2009 - May 2013
Bank of America / Merrill Lynch & Co., Inc. February 2006 - August 2009
Merrill Lynch January 2002 - January 2006
MarketXT, Inc. May 2000 - December 2001
Skills
Financial Services, Investor Relations, Corporate Governance, Public Relations, Asset Management, Contact Management...
Education
Wheelock College
M.S., Education Administration
University of Connecticut
B.S., Family Relations & Child Development
Parsons School of Design
Continuing Education Certificate Program, Interior Design
Brian Spanier's Merrill Lynch Experience March 1999 - July 2003
Job CEO at Custom Fiberglass Installations LLC
Industry Construction
Experience
Custom Fiberglass Installations LLC June 2007 - Present
LEM Mezzanine September 2005 - June 2007
Fisk Internet Services May 2004 - December 2005
Alchemy Sounds LLC May 2004 - September 2005
Hamlin Campital Management LLC January 2004 - April 2004
NYSE June 2000 - August 2003
Merrill Lynch March 1999 - July 2003
Penn State University January 2003 - May 2003
Skills
Finance, Commercial Real Estate, Customer Service, Leadership, Sales, Real Estate, Management, Negotiation
Education
Penn State University 1999 — 2003
BS, Finance
Custom Fiberglass Installations LLC June 2007 - Present
LEM Mezzanine September 2005 - June 2007
Fisk Internet Services May 2004 - December 2005
Alchemy Sounds LLC May 2004 - September 2005
Hamlin Campital Management LLC January 2004 - April 2004
NYSE June 2000 - August 2003
Merrill Lynch March 1999 - July 2003
Penn State University January 2003 - May 2003
Skills
Finance, Commercial Real Estate, Customer Service, Leadership, Sales, Real Estate, Management, Negotiation
Education
Penn State University 1999 — 2003
BS, Finance
Allison Mendoza's Merrill Lynch Experience March 2007 - August 2008
Job Designer Knits & Tees at Victoria's Secret Pink
Industry Apparel & Fashion
Experience
Victoria's Secret Pink April 2015 - Present
Victoria's Secret Pink April 2013 - April 2015
Victoria's Secret Pink June 2011 - April 2013
Victoria's Secret Pink December 2010 - June 2011
Club Monaco November 2008 - December 2010
Erin Fetherston January 2010 - April 2010
Jennifer Behr June 2009 - January 2010
Siren PR August 2008 - December 2008
Merrill Lynch March 2007 - August 2008
The Bank of New York Mellon 2005 - 2007
Skills
Fashion, Fashion Design, Apparel, Fashion Illustration, Styling, Trend Analysis, Fashion Shows, Visual Merchandising, Merchandising, Sketching, Textiles, Trend, Adobe Creative Suite, InDesign, Illustrator, Technical Design
Education
Parsons School of Design 2008 — 2009
Associate in Applied Science, Fashion Design
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts, Economics, Mathematics
Victoria's Secret Pink April 2015 - Present
Victoria's Secret Pink April 2013 - April 2015
Victoria's Secret Pink June 2011 - April 2013
Victoria's Secret Pink December 2010 - June 2011
Club Monaco November 2008 - December 2010
Erin Fetherston January 2010 - April 2010
Jennifer Behr June 2009 - January 2010
Siren PR August 2008 - December 2008
Merrill Lynch March 2007 - August 2008
The Bank of New York Mellon 2005 - 2007
Skills
Fashion, Fashion Design, Apparel, Fashion Illustration, Styling, Trend Analysis, Fashion Shows, Visual Merchandising, Merchandising, Sketching, Textiles, Trend, Adobe Creative Suite, InDesign, Illustrator, Technical Design
Education
Parsons School of Design 2008 — 2009
Associate in Applied Science, Fashion Design
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts, Economics, Mathematics
Byron Clift's Merrill Lynch Experience December 2005 - February 2009
Job Senior Vice President, Head of Liquidity Risk Management at TD
Industry Financial Services
Experience
TD June 2014 - Present
KCG Holdings, Inc. July 2010 - June 2014
Ernst & Young February 2009 - June 2010
Merrill Lynch December 2005 - February 2009
Grey Goose Gateway Tour April 2005 - November 2005
Ernst & Young June 2003 - March 2005
Ernst & Young June 1999 - June 2003
CNA Insurance May 1998 - June 1999
Skills
Valuation, Financial Modeling, Financial Reporting, Financial Analysis, Asset Managment, Risk Management, Investments, Internal Controls, Market Risk, Corporate Finance, Portfolio Management, Capital Markets, Financial Risk, Due Diligence, Liquidity Risk, Investment Banking
Education
Penn State University 1993 — 1998
BS, Actuarial Science, Math Minor
TD June 2014 - Present
KCG Holdings, Inc. July 2010 - June 2014
Ernst & Young February 2009 - June 2010
Merrill Lynch December 2005 - February 2009
Grey Goose Gateway Tour April 2005 - November 2005
Ernst & Young June 2003 - March 2005
Ernst & Young June 1999 - June 2003
CNA Insurance May 1998 - June 1999
Skills
Valuation, Financial Modeling, Financial Reporting, Financial Analysis, Asset Managment, Risk Management, Investments, Internal Controls, Market Risk, Corporate Finance, Portfolio Management, Capital Markets, Financial Risk, Due Diligence, Liquidity Risk, Investment Banking
Education
Penn State University 1993 — 1998
BS, Actuarial Science, Math Minor
Lisa W. Fouraker's Merrill Lynch Experience July 2006 - April 2009
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2009 - Present
Merrill Lynch July 2006 - April 2009
Smith Barney September 1997 - June 2006
DecisionOne 1996 - 1997
Unisys 1992 - 1996
Digital Equipment Corporation 1980 - 1992
FourPhase Systems 1978 - 1980
BCL America 1978 - 1979
Skills
Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Series 65, Equities, Series 7, Financial Services, Uniform Combined State..., Asset Allocation
Education
Widener University 1998 — 2005
Masters in Taxation and Financial Planning, Finance
West Chester University of Pennsylvania 1975 — 1977
Bachelor of Arts, Communications
Penn State University 1973 — 1975
Associates Degree, Liberal Arts
RBC Wealth Management April 2009 - Present
Merrill Lynch July 2006 - April 2009
Smith Barney September 1997 - June 2006
DecisionOne 1996 - 1997
Unisys 1992 - 1996
Digital Equipment Corporation 1980 - 1992
FourPhase Systems 1978 - 1980
BCL America 1978 - 1979
Skills
Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Series 65, Equities, Series 7, Financial Services, Uniform Combined State..., Asset Allocation
Education
Widener University 1998 — 2005
Masters in Taxation and Financial Planning, Finance
West Chester University of Pennsylvania 1975 — 1977
Bachelor of Arts, Communications
Penn State University 1973 — 1975
Associates Degree, Liberal Arts
Shannan Dotto's Merrill Lynch Experience 2002 - 2002
Job Order Process Specialist
Industry Events Services
Experience
Leed's February 2005 - Present
Blackburn’s Physician Pharmacy 2004 - 2006
Merrill Lynch 2002 - 2002
Skills
Creative Marketing..., Brand Building, Performance Management, Strategic Planning, Customer Service, Public Relations, Quality Assurance, Problem Solving, Training, Management, Marketing
Education
Penn State University 1998 — 2003
BS, Marketing/Management
Northern Westmoreland Career & Technology Center 1996 — 1998
Diploma, Commercial Art & Adverting
Leed's February 2005 - Present
Blackburn’s Physician Pharmacy 2004 - 2006
Merrill Lynch 2002 - 2002
Skills
Creative Marketing..., Brand Building, Performance Management, Strategic Planning, Customer Service, Public Relations, Quality Assurance, Problem Solving, Training, Management, Marketing
Education
Penn State University 1998 — 2003
BS, Marketing/Management
Northern Westmoreland Career & Technology Center 1996 — 1998
Diploma, Commercial Art & Adverting
Jasmine Ako's Merrill Lynch Experience June 2009 - August 2009
Job Operations Analyst at Green Dot Public Schools
Industry Education Management
Experience
Green Dot Public Schools June 2013 - Present
Wells Fargo Bank July 2012 - June 2013
PNC Financial Services Group June 2011 - August 2011
American Chamber of Commerce in the People's Republic of China February 2011 - May 2011
USC US-China Institute September 2009 - February 2011
Paul Hastings LLP May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
UCLA Anderson School of Management 2015 — 2016
Riordan MBA Fellows Program
University of Southern California - Marshall School of Business 2008 — 2012
BS, Business Administration Minor in East Asian Languages and Cultures
Peking University 2011 — 2011
International Business
Punahou School
Green Dot Public Schools June 2013 - Present
Wells Fargo Bank July 2012 - June 2013
PNC Financial Services Group June 2011 - August 2011
American Chamber of Commerce in the People's Republic of China February 2011 - May 2011
USC US-China Institute September 2009 - February 2011
Paul Hastings LLP May 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
UCLA Anderson School of Management 2015 — 2016
Riordan MBA Fellows Program
University of Southern California - Marshall School of Business 2008 — 2012
BS, Business Administration Minor in East Asian Languages and Cultures
Peking University 2011 — 2011
International Business
Punahou School
Haifeng Luo's Merrill Lynch Experience August 2014 - Present
Job Associate, Trader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch August 2012 - August 2014
Merrill Lynch June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Stochastic Calculus, Options, Probability, R, Quantitative Finance, Volatility, Portfolio Management, Time Series Analysis, Quantitative Analytics
Education
Princeton University 2008 — 2012
Ph.D, Operations Research and Financial Enginnering
Peking University 2004 — 2008
B.S., Mathematics
Merrill Lynch August 2014 - Present
Merrill Lynch August 2012 - August 2014
Merrill Lynch June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Stochastic Calculus, Options, Probability, R, Quantitative Finance, Volatility, Portfolio Management, Time Series Analysis, Quantitative Analytics
Education
Princeton University 2008 — 2012
Ph.D, Operations Research and Financial Enginnering
Peking University 2004 — 2008
B.S., Mathematics
Nicholas Coriano's Merrill Lynch Experience May 2008 - August 2008
Job CEO of HÔMESCAPE™ LLC
Industry Venture Capital & Private Equity
Experience
HÔMESCAPE™ LLC June 2005 - Present
Cervitude Investor Relations 2010 - Present
Alliance Advisors, LLC August 2012 - December 2012
NYSE Euronext June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Fluent in Spanish, Private Equity, Start-ups, Financial Modeling, Mergers, Finance, Research, PowerPoint, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Investments, Microsoft Office, Investor Relations, Due Diligence, Microsoft Excel, Valuation, Venture Capital, IPO, Online Marketing, Corporate Finance, Corporate Development, Capital Markets
Education
The John Marshall Law School 2009 — 2012
J.D., Law
Peking University 2010 — 2010
Intellectual Property Law, Expert Witness Testimony, China Comparative Law
The University of Connecticut School of Business 2007 — 2009
B.S., Finance
Housatonic Community College 2005 — 2007
Bachelor of Science, Business Finance
Notre Dame High School
HÔMESCAPE™ LLC June 2005 - Present
Cervitude Investor Relations 2010 - Present
Alliance Advisors, LLC August 2012 - December 2012
NYSE Euronext June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Fluent in Spanish, Private Equity, Start-ups, Financial Modeling, Mergers, Finance, Research, PowerPoint, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Investments, Microsoft Office, Investor Relations, Due Diligence, Microsoft Excel, Valuation, Venture Capital, IPO, Online Marketing, Corporate Finance, Corporate Development, Capital Markets
Education
The John Marshall Law School 2009 — 2012
J.D., Law
Peking University 2010 — 2010
Intellectual Property Law, Expert Witness Testimony, China Comparative Law
The University of Connecticut School of Business 2007 — 2009
B.S., Finance
Housatonic Community College 2005 — 2007
Bachelor of Science, Business Finance
Notre Dame High School
Sue Yoon's Merrill Lynch Experience 2002 - 2004
Job Vice President, Finance at AltSchool
Industry Information Technology and Services
Experience
AltSchool May 2014 - Present
Rocket Fuel October 2012 - May 2014
Asurion July 2010 - October 2012
Asurion September 2007 - June 2010
F+W Media, Inc. August 2005 - May 2007
ABRY Partners February 2004 - May 2007
Merrill Lynch 2002 - 2004
Merrill Lynch June 2001 - August 2001
Deloitte July 2000 - August 2000
Education
Penn State University 1997 — 2002
B.S./B.A., Accounting & Int'l Business, Economics
AltSchool May 2014 - Present
Rocket Fuel October 2012 - May 2014
Asurion July 2010 - October 2012
Asurion September 2007 - June 2010
F+W Media, Inc. August 2005 - May 2007
ABRY Partners February 2004 - May 2007
Merrill Lynch 2002 - 2004
Merrill Lynch June 2001 - August 2001
Deloitte July 2000 - August 2000
Education
Penn State University 1997 — 2002
B.S./B.A., Accounting & Int'l Business, Economics
Roger Yiu's Merrill Lynch Experience 2003 - 2003
Job Entrepreneur, Smart Power Strip (Home Automation)
Industry Consumer Electronics
Experience
Smart Power Strip January 2013 - Present
SKYCAM 2012 - 2013
Life Technologies (Invitrogen) June 2004 - June 2005
Merrill Lynch 2003 - 2003
Skills
Business Strategy, Mandarin, Market Analysis, iOS development, Home Automation, Product Development, Product Innovation, China Business..., ZigBee, Skype, Product Design, Digital TV, Z-Wave, Internet of Things, Android Development, China Manufacturing, IP Cameras, Smart Homes, Android SDK, Hardware Development, Tablets, IP CCTV, Fingerprint, ATSC, DVB-T, ISDB, DVD players, Set Top Box, LED lighting systems, Lighting Control
Education
University of California, San Diego
Bachelor of Science (B.S.), Electrical and Electronics Engineering (Jacob School of Engineering)
University of California, San Diego
Bachelor of Arts (BA), Economics
Peking University
Finance (Guanghua School of Management)
Smart Power Strip January 2013 - Present
SKYCAM 2012 - 2013
Life Technologies (Invitrogen) June 2004 - June 2005
Merrill Lynch 2003 - 2003
Skills
Business Strategy, Mandarin, Market Analysis, iOS development, Home Automation, Product Development, Product Innovation, China Business..., ZigBee, Skype, Product Design, Digital TV, Z-Wave, Internet of Things, Android Development, China Manufacturing, IP Cameras, Smart Homes, Android SDK, Hardware Development, Tablets, IP CCTV, Fingerprint, ATSC, DVB-T, ISDB, DVD players, Set Top Box, LED lighting systems, Lighting Control
Education
University of California, San Diego
Bachelor of Science (B.S.), Electrical and Electronics Engineering (Jacob School of Engineering)
University of California, San Diego
Bachelor of Arts (BA), Economics
Peking University
Finance (Guanghua School of Management)
Gene Burak's Merrill Lynch Experience 1976 - 1990
Job Financial Consultant
Industry Accounting
Experience
Eugene D. Burak (self-employed) 2009 - 2012
Resources Global Professionals 2002 - 2009
Prudential Securities 1995 - 2002
AXA Equitable 1990 - 1992
Merrill Lynch 1976 - 1990
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Analysis, SEC filings, CPA, Sarbanes-Oxley Act, Finance, Financial Accounting, General Ledger, Tax Preparation, Auditing, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
Bachelor of Science (B.S.), Accounting
Eugene D. Burak (self-employed) 2009 - 2012
Resources Global Professionals 2002 - 2009
Prudential Securities 1995 - 2002
AXA Equitable 1990 - 1992
Merrill Lynch 1976 - 1990
Skills
Accounting, Financial Reporting, Tax, GAAP, Internal Controls, Financial Analysis, SEC filings, CPA, Sarbanes-Oxley Act, Finance, Financial Accounting, General Ledger, Tax Preparation, Auditing, Account Reconciliation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
Bachelor of Science (B.S.), Accounting
Dawn Capozzi's Merrill Lynch Experience February 2014 - Present
Job Vice President & Compliance Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch January 2012 - February 2014
Merrill Lynch January 2007 - January 2012
Merrill Lynch May 2005 - January 2007
Merrill Lynch April 2002 - May 2005
Norris McLaughlin & Marcus 2000 - 2002
Skills
Series 7, Legal Writing, Securities, Corporate Governance, Legal Research, Due Diligence, Licensing, Litigation, Insurance, FINRA, Investment Company Act, Equity Indexed Annuities, Variable Annuities, Life Insurance, Fixed Annuities, Indexed Annuities, Health Savings Accounts, FSA, Defined Contribution, 401k, Health benefit accounts, Corporate Law
Education
Peirce College 2006 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Raritan Valley Community College 1996 — 2001
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Merrill Lynch February 2014 - Present
Merrill Lynch January 2012 - February 2014
Merrill Lynch January 2007 - January 2012
Merrill Lynch May 2005 - January 2007
Merrill Lynch April 2002 - May 2005
Norris McLaughlin & Marcus 2000 - 2002
Skills
Series 7, Legal Writing, Securities, Corporate Governance, Legal Research, Due Diligence, Licensing, Litigation, Insurance, FINRA, Investment Company Act, Equity Indexed Annuities, Variable Annuities, Life Insurance, Fixed Annuities, Indexed Annuities, Health Savings Accounts, FSA, Defined Contribution, 401k, Health benefit accounts, Corporate Law
Education
Peirce College 2006 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Raritan Valley Community College 1996 — 2001
Associate of Arts and Sciences (A.A.S.), Paralegal Studies
Nicole Hirsch - LEED AP's Merrill Lynch Experience March 2007 - October 2008
Job Founder at Nicole Hirsch Design
Industry Design
Experience
Nicole Hirsch Design December 2010 - Present
Musho Architecture and Design LLC October 2008 - December 2010
Merrill Lynch March 2007 - October 2008
Lehman Brothers December 2006 - February 2007
Lehman Brothers September 2005 - December 2006
Balyasny Asset Management August 2004 - September 2005
AIG Financial Products April 2002 - July 2004
Skills
InDesign, Photoshop, Design Research, Illustrator, Graphic Design, 3D Studio Max, Furniture, Concept Development
Education
Parsons School of Design 2009 — 2010
AAS, Interior Design
University of California, San Diego 1997 — 2001
BA, Economics
Université Paul Valéry (Montpellier III) 1999 — 2000
Study Abroad
Nicole Hirsch Design December 2010 - Present
Musho Architecture and Design LLC October 2008 - December 2010
Merrill Lynch March 2007 - October 2008
Lehman Brothers December 2006 - February 2007
Lehman Brothers September 2005 - December 2006
Balyasny Asset Management August 2004 - September 2005
AIG Financial Products April 2002 - July 2004
Skills
InDesign, Photoshop, Design Research, Illustrator, Graphic Design, 3D Studio Max, Furniture, Concept Development
Education
Parsons School of Design 2009 — 2010
AAS, Interior Design
University of California, San Diego 1997 — 2001
BA, Economics
Université Paul Valéry (Montpellier III) 1999 — 2000
Study Abroad
Arthur Park's Merrill Lynch Experience July 2001 - August 2007
Job at
Industry Entertainment
Experience
Geller & Company April 2011 - Present
Sirius XM Radio Inc. September 2007 - April 2011
Merrill Lynch July 2001 - August 2007
Education
Penn State University 1997 — 2001
BS, Business Economics
Geller & Company April 2011 - Present
Sirius XM Radio Inc. September 2007 - April 2011
Merrill Lynch July 2001 - August 2007
Education
Penn State University 1997 — 2001
BS, Business Economics
Russell John-Baptiste's Merrill Lynch Experience May 2002 - August 2002
Job Web Implementation Engineer at Yodle
Industry Information Technology and Services
Experience
Yodle May 2014 - Present
Starpoint Solutions November 2011 - Present
Sarah Jane Brain Foundation March 2009 - October 2009
Topdot Mortgage October 2007 - October 2008
Sahara Rose Inc March 2004 - February 2007
Town of North Hempstead May 2002 - March 2006
Merrill Lynch May 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Software Development, JavaScript, HTML, CSS, Web Applications, Reactjs, Databases, Software Documentation, Amazon S3, Tapestry 5, Project Management, Java, Amazon DynamoDB, Troubleshooting, jQuery, Amazon EC2, Jasmine, Git, Amazon EBS, Ruby on Rails, ASP.NET, Web Development, Integration, Windows, SQL, Groovy, Ruby, ASP, Photoshop, Marketing, New Business Development, Business Process..., JSON, Microsoft Office, Customer Service, Operating Systems, IntelliJ IDEA, Microsoft Excel, LESS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Computer Science
Yodle May 2014 - Present
Starpoint Solutions November 2011 - Present
Sarah Jane Brain Foundation March 2009 - October 2009
Topdot Mortgage October 2007 - October 2008
Sahara Rose Inc March 2004 - February 2007
Town of North Hempstead May 2002 - March 2006
Merrill Lynch May 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Software Development, JavaScript, HTML, CSS, Web Applications, Reactjs, Databases, Software Documentation, Amazon S3, Tapestry 5, Project Management, Java, Amazon DynamoDB, Troubleshooting, jQuery, Amazon EC2, Jasmine, Git, Amazon EBS, Ruby on Rails, ASP.NET, Web Development, Integration, Windows, SQL, Groovy, Ruby, ASP, Photoshop, Marketing, New Business Development, Business Process..., JSON, Microsoft Office, Customer Service, Operating Systems, IntelliJ IDEA, Microsoft Excel, LESS
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Computer Science
KAS Wagenseller's Merrill Lynch Experience June 1997 - February 2003
Job Recreation Professional & Financial Administration
Industry Financial Services
Experience
Canal Walk over age 55 Adult Community September 2005 - February 2010
Acorn Glen Assisted Living Facility April 2003 - April 2005
Merrill Lynch June 1997 - February 2003
Education
Penn State University 1961 — 1965
BS, Education & Health
Canal Walk over age 55 Adult Community September 2005 - February 2010
Acorn Glen Assisted Living Facility April 2003 - April 2005
Merrill Lynch June 1997 - February 2003
Education
Penn State University 1961 — 1965
BS, Education & Health
Joseph Salerno's Merrill Lynch Experience October 2012 - May 2014
Job Senior Project Management, Data Analytics and Investment Banking
Industry Banking
Experience
RBC Capital Markets June 2014 - August 2014
Merrill Lynch October 2012 - May 2014
Bank of America February 2007 - October 2012
Skills
Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Strategy
Education
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategic Management, 3.84
Penn State University 2002 — 2006
Bachelor's degree, Finance, General
RBC Capital Markets June 2014 - August 2014
Merrill Lynch October 2012 - May 2014
Bank of America February 2007 - October 2012
Skills
Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Strategy
Education
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategic Management, 3.84
Penn State University 2002 — 2006
Bachelor's degree, Finance, General
Danielle Morrissey's Merrill Lynch Experience September 1995 - October 1996
Job Business Owner at Designer Delivery420
Industry Alternative Medicine
Experience
Designer Delivery420 January 2015 - Present
Local Flavour December 2014 - Present
State Street November 1997 - May 2014
Maiden Public House June 2005 - May 2008
Smith Barney October 1996 - November 1997
Merrill Lynch September 1995 - October 1996
Skills
Mutual Funds, Investments, Bloomberg, Equities, Fixed Income, Medical cannabis, Catering
Education
Oaksterdam University 2014 — 2014
Certification, Cannabusiness
Peirce College 1990 — 1992
N/A, Legal Assistant/Paralegal
Designer Delivery420 January 2015 - Present
Local Flavour December 2014 - Present
State Street November 1997 - May 2014
Maiden Public House June 2005 - May 2008
Smith Barney October 1996 - November 1997
Merrill Lynch September 1995 - October 1996
Skills
Mutual Funds, Investments, Bloomberg, Equities, Fixed Income, Medical cannabis, Catering
Education
Oaksterdam University 2014 — 2014
Certification, Cannabusiness
Peirce College 1990 — 1992
N/A, Legal Assistant/Paralegal
Jonathan Minnick's Merrill Lynch Experience February 2009 - August 2011
Job President Ethos Pure Water Technology
Industry Renewables & Environment
Experience
Ethos Pure Water Technology October 2011 - Present
Merrill Lynch February 2009 - August 2011
Automation Systems Interconnect January 2005 - August 2009
Automation Systems Interconnect January 2002 - January 2005
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Start-ups, Global Sourcing, Business Strategy, Business Development, Strategy, New Business Development, B2B, Due Diligence, Leadership, Team Leadership, Global Cross-Functional..., Technical Product Sales, Networking, Negotiation, Team Building
Education
Penn State University 2002 — 2012
Penn State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Ethos Pure Water Technology October 2011 - Present
Merrill Lynch February 2009 - August 2011
Automation Systems Interconnect January 2005 - August 2009
Automation Systems Interconnect January 2002 - January 2005
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Start-ups, Global Sourcing, Business Strategy, Business Development, Strategy, New Business Development, B2B, Due Diligence, Leadership, Team Leadership, Global Cross-Functional..., Technical Product Sales, Networking, Negotiation, Team Building
Education
Penn State University 2002 — 2012
Penn State University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Laurie Lohne's Merrill Lynch Experience May 1992 - April 1997
Job Design Director at HBC Home & Hardware Products
Industry Design
Experience
HBC Home & Hardware Products (formerly Howard Berger Co.) February 2014 - Present
Design It Communications June 2012 - January 2014
Frank Advertising 2008 - 2012
Creative MediaWorks September 2005 - August 2008
Bloomberg 1997 - 2003
Merrill Lynch May 1992 - April 1997
Skills
Creative Direction, Art Direction, Brochures, Illustrator, Logo Design, Layout, Project Management, Advertising, Newsletters, Photography, Graphic Design, Magazines, Creative Strategy, New Media, Posters, Editing, Blogging, Corporate Identity, Typography, Digital Marketing, Concept Development, Copywriting, Social Media, Illustration, Marketing Communications, Press Releases, Web Design, Social Media Marketing, Publishing, QuarkXPress, Adobe Acrobat, Digital Media, Editorial, Facebook, Graphics, Art, Email Marketing, InDesign, Corporate Branding, Branding & Identity, Brand Development, Collateral, Integrated Marketing, Publications, Visual Communication, Image Manipulation, Mac, Adobe Creative Suite, Dreamweaver
Education
Parsons School of Design
BFA, Communication Design
HBC Home & Hardware Products (formerly Howard Berger Co.) February 2014 - Present
Design It Communications June 2012 - January 2014
Frank Advertising 2008 - 2012
Creative MediaWorks September 2005 - August 2008
Bloomberg 1997 - 2003
Merrill Lynch May 1992 - April 1997
Skills
Creative Direction, Art Direction, Brochures, Illustrator, Logo Design, Layout, Project Management, Advertising, Newsletters, Photography, Graphic Design, Magazines, Creative Strategy, New Media, Posters, Editing, Blogging, Corporate Identity, Typography, Digital Marketing, Concept Development, Copywriting, Social Media, Illustration, Marketing Communications, Press Releases, Web Design, Social Media Marketing, Publishing, QuarkXPress, Adobe Acrobat, Digital Media, Editorial, Facebook, Graphics, Art, Email Marketing, InDesign, Corporate Branding, Branding & Identity, Brand Development, Collateral, Integrated Marketing, Publications, Visual Communication, Image Manipulation, Mac, Adobe Creative Suite, Dreamweaver
Education
Parsons School of Design
BFA, Communication Design
DJ McElroy's Merrill Lynch Experience May 2011 - August 2011
Job Asset Management Consultant at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. November 2012 - August 2013
AMPCO August 2009 - June 2012
A Higher Standard Mobile Detail October 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Red Peg Marketing March 2009 - March 2011
Procraft Custom Structures January 2001 - July 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Event Planning, Social Media, Outlook, Sales, Marketing, Time Management, Spanish, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Managerial Finance, Sales Operations, Budgets, Leadership, Team Building, Teamwork
Education
University of Florida 2009 — 2012
Bachelor's Degree, Food and Resource Economics; Marketing and Management, 3.6
Pasco-Hernando State College 2008 — 2009
AA
Raymond James Financial Inc. September 2013 - Present
Raymond James Financial Inc. November 2012 - August 2013
AMPCO August 2009 - June 2012
A Higher Standard Mobile Detail October 2011 - May 2012
Merrill Lynch May 2011 - August 2011
Red Peg Marketing March 2009 - March 2011
Procraft Custom Structures January 2001 - July 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Event Planning, Social Media, Outlook, Sales, Marketing, Time Management, Spanish, Strategic Planning, Financial Analysis, Strategic Financial..., Financial Reporting, Finance, Managerial Finance, Sales Operations, Budgets, Leadership, Team Building, Teamwork
Education
University of Florida 2009 — 2012
Bachelor's Degree, Food and Resource Economics; Marketing and Management, 3.6
Pasco-Hernando State College 2008 — 2009
AA
Cayla Williams's Merrill Lynch Experience April 2004 - September 2005
Job Risk Assessment Analyst
Industry Banking
Experience
Citi February 2010 - Present
Merrill Lynch April 2004 - September 2005
Education
Parsons School of Design
Fashion Marketing
Citi February 2010 - Present
Merrill Lynch April 2004 - September 2005
Education
Parsons School of Design
Fashion Marketing
Thomas Fullerton's Merrill Lynch Experience April 1988 - July 1998
Job Business Account Executive at Comcast Business Class
Industry Telecommunications
Experience
Comcast Business Class January 2012 - Present
Valley Yellow Pages August 2010 - January 2012
Gold Cup Financial/Quest Capital Strategies July 1998 - August 2010
Merrill Lynch April 1988 - July 1998
Graphic Hardware January 1986 - April 1988
Fullerton Sales Company June 1972 - December 1985
Education
Pasadena City College
AA, Business
Comcast Business Class January 2012 - Present
Valley Yellow Pages August 2010 - January 2012
Gold Cup Financial/Quest Capital Strategies July 1998 - August 2010
Merrill Lynch April 1988 - July 1998
Graphic Hardware January 1986 - April 1988
Fullerton Sales Company June 1972 - December 1985
Education
Pasadena City College
AA, Business
Martin Barron's Merrill Lynch Experience 1996 - 2007
Job Programmer/Analyst at SWBC
Industry Information Technology and Services
Experience
SWBC May 2011 - Present
Merrill Lynch 1996 - 2007
Education
Park University 1990 — 1992
Bachelor of Applied Science (BASc), Computer Engineering and Mathematics, 3.85
SWBC May 2011 - Present
Merrill Lynch 1996 - 2007
Education
Park University 1990 — 1992
Bachelor of Applied Science (BASc), Computer Engineering and Mathematics, 3.85
Eric Grossberg's Merrill Lynch Experience May 2012 - September 2012
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte Consulting July 2013 - Present
Merrill Lynch May 2012 - September 2012
Penn State University August 2009 - May 2012
Knight Capital Group June 2011 - August 2011
Fair Lawn Recreation Department June 2008 - August 2010
Fair Lawn All Sports January 2005 - January 2010
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Sports, Microsoft Word, Bloomberg Terminal, Event Planning, Sales, Leadership, Customer Service, Management, Social Media, Time Management, Social Networking, Finance, Analysis, Data Analysis
Education
Penn State University 2010 — 2013
BS, Finance, 3.55
The Institute at Palazzo Rucellai 2012 — 2012
International Business
Fair Lawn High School 2005 — 2009
Deloitte Consulting July 2013 - Present
Merrill Lynch May 2012 - September 2012
Penn State University August 2009 - May 2012
Knight Capital Group June 2011 - August 2011
Fair Lawn Recreation Department June 2008 - August 2010
Fair Lawn All Sports January 2005 - January 2010
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Sports, Microsoft Word, Bloomberg Terminal, Event Planning, Sales, Leadership, Customer Service, Management, Social Media, Time Management, Social Networking, Finance, Analysis, Data Analysis
Education
Penn State University 2010 — 2013
BS, Finance, 3.55
The Institute at Palazzo Rucellai 2012 — 2012
International Business
Fair Lawn High School 2005 — 2009
Lili Wu's Merrill Lynch Experience 2006 - 2009
Job Senior Project Manager | AIG Account at CBRE
Industry Facilities Services
Experience
CBRE May 2012 - Present
RBC Capital Markets June 2010 - November 2011
Jones Lang LaSalle 2009 - 2010
Merrill Lynch 2006 - 2009
Gap Inc. 2005 - 2006
Skills
Project Planning, Management, Budgets, Strategy, Design Research, Space-planning, Construction, Sustainable Design, PMP, Project Management, Strategic Planning, Schedules, Facilities Management, New Business Development, Architecture, Space planning, LEED, Construction Management
Education
Bennett College, Millbrook, NY
Associate of Arts and Sciences (AAS), Interior Design
Parsons School of Design
BFA, Environmental Design
CBRE May 2012 - Present
RBC Capital Markets June 2010 - November 2011
Jones Lang LaSalle 2009 - 2010
Merrill Lynch 2006 - 2009
Gap Inc. 2005 - 2006
Skills
Project Planning, Management, Budgets, Strategy, Design Research, Space-planning, Construction, Sustainable Design, PMP, Project Management, Strategic Planning, Schedules, Facilities Management, New Business Development, Architecture, Space planning, LEED, Construction Management
Education
Bennett College, Millbrook, NY
Associate of Arts and Sciences (AAS), Interior Design
Parsons School of Design
BFA, Environmental Design
Janet Cauley's Merrill Lynch Experience 1985 - 1987
Job Financial Services | Research | Marketing | Client Service
Industry Financial Services
Experience
Palliser Bay 2008 - June 2014
Morgan Stanley 1996 - 1998
Miller, Anderson & Sherrerd 1988 - 1996
Merrill Lynch 1985 - 1987
Skills
Marketing Management, Strategic Planning, Marketing Research, Marketing Analytics, RFP Generation, Collateral Material..., Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investments, Leadership, Portfolio Management, Management, Cross-functional Team..., Hedge Funds
Education
Villanova University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor of Science (BS)
Palliser Bay 2008 - June 2014
Morgan Stanley 1996 - 1998
Miller, Anderson & Sherrerd 1988 - 1996
Merrill Lynch 1985 - 1987
Skills
Marketing Management, Strategic Planning, Marketing Research, Marketing Analytics, RFP Generation, Collateral Material..., Alternative Investments, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investments, Leadership, Portfolio Management, Management, Cross-functional Team..., Hedge Funds
Education
Villanova University
Master of Business Administration (M.B.A.)
Penn State University
Bachelor of Science (BS)
Hassan Merza's Merrill Lynch Experience March 2002 - February 2003
Job
Industry
Experience
UNITED MEDICAL LABORATORY May 2003 - May 2009
Merrill Lynch March 2002 - February 2003
OFFICE DEPOT December 1999 - February 2002
NU-Tech January 1999 - December 1999
ERNST&YOUNG LLP March 1997 - November 1998
Skills
•Install and configure..., •Upgrade memory,..., •Create, manage and..., •Implement various..., •Configure and..., •Use OSI model,..., •Setup Hubs (Synoptics..., •Windows Server 2008,..., •Active Directory..., Cisco Routers, Customer Service, DHCP, English, Information Technology, Microsoft Office, Microsoft Word, Negotiation, Networking, Software Installation, Strategic Planning
Education
PC AGE Career Institute 2012 — 2013
Internetwork Engineering Certificate
Comet Technologies 2000 — 2001
Configuring Windows NT
NU-TECH Inc. Network Learning Center 1998 — 1999
Computer Networking with TCP/IP Certificate
King Saud University 1988 — 1990
Physics
UNITED MEDICAL LABORATORY May 2003 - May 2009
Merrill Lynch March 2002 - February 2003
OFFICE DEPOT December 1999 - February 2002
NU-Tech January 1999 - December 1999
ERNST&YOUNG LLP March 1997 - November 1998
Skills
•Install and configure..., •Upgrade memory,..., •Create, manage and..., •Implement various..., •Configure and..., •Use OSI model,..., •Setup Hubs (Synoptics..., •Windows Server 2008,..., •Active Directory..., Cisco Routers, Customer Service, DHCP, English, Information Technology, Microsoft Office, Microsoft Word, Negotiation, Networking, Software Installation, Strategic Planning
Education
PC AGE Career Institute 2012 — 2013
Internetwork Engineering Certificate
Comet Technologies 2000 — 2001
Configuring Windows NT
NU-TECH Inc. Network Learning Center 1998 — 1999
Computer Networking with TCP/IP Certificate
King Saud University 1988 — 1990
Physics
Stacia Abad's Merrill Lynch Experience August 2013 - Present
Job Customer Service Associate at Merrill Lynch
Industry Human Resources
Experience
Merrill Lynch August 2013 - Present
Xerox September 2011 - August 2013
Verizon Communications August 1987 - September 2010
Education
Peirce College 2005 — 2008
Associate's degree, Business Administration and Management, General
Merrill Lynch August 2013 - Present
Xerox September 2011 - August 2013
Verizon Communications August 1987 - September 2010
Education
Peirce College 2005 — 2008
Associate's degree, Business Administration and Management, General
Yi (Laura) Zhao's Merrill Lynch Experience July 2008 - June 2009
Job PhD Student in Economics
Industry Investment Banking
Experience
University of Maryland August 2014 - Present
Asian Development Bank September 2012 - February 2014
Barclays Investment Bank July 2009 - September 2011
Merrill Lynch July 2008 - June 2009
Skills
Financial Modeling, Derivatives, Investment Banking, Valuation, Risk Management, Fixed Income, Capital Markets, Corporate Finance, Economics, Emerging Markets
Education
Peking University
Bachelor of Science (BS)
The Hong Kong University of Science and Technology
Master's degree, Finance and Mathematics
University of Maryland August 2014 - Present
Asian Development Bank September 2012 - February 2014
Barclays Investment Bank July 2009 - September 2011
Merrill Lynch July 2008 - June 2009
Skills
Financial Modeling, Derivatives, Investment Banking, Valuation, Risk Management, Fixed Income, Capital Markets, Corporate Finance, Economics, Emerging Markets
Education
Peking University
Bachelor of Science (BS)
The Hong Kong University of Science and Technology
Master's degree, Finance and Mathematics
Colin Rowe's Merrill Lynch Experience May 2013 - August 2013
Job Student at Penn State University
Industry
Experience
Merrill Lynch May 2013 - August 2013
Education
Penn State University 2011 — 2015
Merrill Lynch May 2013 - August 2013
Education
Penn State University 2011 — 2015
Eric Rockenbach's Merrill Lynch Experience October 2007 - Present
Job Internal Trust Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2007 - Present
Education
Penn State University
Bachelor of Arts (B.A.), History
Merrill Lynch October 2007 - Present
Education
Penn State University
Bachelor of Arts (B.A.), History
Kevan Kerr's Merrill Lynch Experience March 2003 - August 2005
Job
Industry
Experience
Newport Grammar School July 2008 - June 2015
Merrill Lynch March 2003 - August 2005
Media Central August 2002 - October 2002
OMD / DDB Worldwide November 1998 - April 2002
N.W. Ayer & Partners June 1996 - October 1998
Skills
Advertising, Communication, Editing, Education, English Teaching, Grant Writing, Journalism, Marketing, Microsoft Office, Teaching, Travel Planning, Writing
Education
University of Tennessee-Knoxville 2006 — 2008
Master of Science in Teacher Education, English Education (Grades 7-12)
University of Tennessee-Knoxville 1993 — 1996
Bachelor of Science in Communications, Advertising
Pellissippi State Community College 1990 — 1993
Associate of Arts
Newport Grammar School July 2008 - June 2015
Merrill Lynch March 2003 - August 2005
Media Central August 2002 - October 2002
OMD / DDB Worldwide November 1998 - April 2002
N.W. Ayer & Partners June 1996 - October 1998
Skills
Advertising, Communication, Editing, Education, English Teaching, Grant Writing, Journalism, Marketing, Microsoft Office, Teaching, Travel Planning, Writing
Education
University of Tennessee-Knoxville 2006 — 2008
Master of Science in Teacher Education, English Education (Grades 7-12)
University of Tennessee-Knoxville 1993 — 1996
Bachelor of Science in Communications, Advertising
Pellissippi State Community College 1990 — 1993
Associate of Arts
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank