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
Robert S. Kaplan Robert S. Kaplan's Merrill Lynch Experience November 2007 - February 2011
Job Associate Attorney at Ballard Spahr LLP
Industry Financial Services
Experience
Ballard Spahr LLP March 2013 - Present
BofA Merrill Lynch August 2011 - March 2013
BofA Merrill Lynch February 2011 - August 2011
Merrill Lynch November 2007 - February 2011
BISYS Retirement Services September 2006 - November 2007
U.S. Department of Labor May 2004 - May 2006
Skills
Retirement, 401k, Financial Services, Mutual Funds, Defined Benefit, Pensions, ERISA, Securities, Employee Benefits, Qualified Retirement...
Education
Temple University - James E. Beasley School of Law 2012 — 2013
Graduate Certificate in Employee Benefits
Temple University - James E. Beasley School of Law 2003 — 2006
Juris Doctor, Law
Penn State University 1999 — 2003
Bachelor of Science, Labor & Industrial Relations
Ballard Spahr LLP March 2013 - Present
BofA Merrill Lynch August 2011 - March 2013
BofA Merrill Lynch February 2011 - August 2011
Merrill Lynch November 2007 - February 2011
BISYS Retirement Services September 2006 - November 2007
U.S. Department of Labor May 2004 - May 2006
Skills
Retirement, 401k, Financial Services, Mutual Funds, Defined Benefit, Pensions, ERISA, Securities, Employee Benefits, Qualified Retirement...
Education
Temple University - James E. Beasley School of Law 2012 — 2013
Graduate Certificate in Employee Benefits
Temple University - James E. Beasley School of Law 2003 — 2006
Juris Doctor, Law
Penn State University 1999 — 2003
Bachelor of Science, Labor & Industrial Relations
Douglas S Garban Douglas S Garban's Merrill Lynch Experience February 1987 - May 1990
Job Partner
Industry Investment Management
Experience
TRIPLE AC LORAIN LLC April 2010 - Present
Morgan Stanley Smith Barney May 1993 - December 2001
ALEX BROWN AND SON'S May 1990 - May 1993
Merrill Lynch February 1987 - May 1990
Education
Penn State University 1982 — 1986
BA, Business
TRIPLE AC LORAIN LLC April 2010 - Present
Morgan Stanley Smith Barney May 1993 - December 2001
ALEX BROWN AND SON'S May 1990 - May 1993
Merrill Lynch February 1987 - May 1990
Education
Penn State University 1982 — 1986
BA, Business
Danielle Roseland's Merrill Lynch Experience August 2005 - December 2007
Job Stay at home mom ready to go back to work
Industry Financial Services
Experience
lia sophia January 2011 - January 2012
lia sophia April 2010 - January 2011
Goldman Sachs January 2010 - February 2010
Goldman Sachs December 2007 - January 2010
Merrill Lynch August 2005 - December 2007
Merrill Lynch June 2003 - August 2005
Merrill Lynch May 2002 - August 2002
Merrill Lynch December 2001 - January 2002
Merrill Lynch June 2001 - August 2001
Skills
Social Media, Retail, Microsoft Excel, Sales, Risk Management, Financial Analysis, Social Media Marketing, Marketing, Merchandising, Customer Service, Marketing Strategy, Management, Leadership, Strategic Planning, Microsoft Office, PowerPoint, Event Planning, Leadership Development
Education
Penn State University 1999 — 2003
Bachelor of Arts (BA), Intergrative Arts
lia sophia January 2011 - January 2012
lia sophia April 2010 - January 2011
Goldman Sachs January 2010 - February 2010
Goldman Sachs December 2007 - January 2010
Merrill Lynch August 2005 - December 2007
Merrill Lynch June 2003 - August 2005
Merrill Lynch May 2002 - August 2002
Merrill Lynch December 2001 - January 2002
Merrill Lynch June 2001 - August 2001
Skills
Social Media, Retail, Microsoft Excel, Sales, Risk Management, Financial Analysis, Social Media Marketing, Marketing, Merchandising, Customer Service, Marketing Strategy, Management, Leadership, Strategic Planning, Microsoft Office, PowerPoint, Event Planning, Leadership Development
Education
Penn State University 1999 — 2003
Bachelor of Arts (BA), Intergrative Arts
Matthew Gerson's Merrill Lynch Experience March 2008 - December 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch October 2012 - October 2014
Bank of America Merrill Lynch January 2011 - October 2012
Bank of America Merrill Lynch January 2009 - December 2010
Merrill Lynch March 2008 - December 2008
Merrill Lynch January 2006 - December 2008
Bear Stearns June 2004 - August 2004
Skills
Derivatives, Fixed Income, Interest Rate..., Options, Trading, Financial Modeling, Equity Derivatives, Strategy, Hedge Funds, Structured Products, Currency, Rates, Banking, Bloomberg, Equities, Swaps, Finance, Capital Markets
Education
Penn State University 2002 — 2005
B.S., Economics with Honors and Distinction
Morgan Stanley October 2014 - Present
Bank of America Merrill Lynch October 2012 - October 2014
Bank of America Merrill Lynch January 2011 - October 2012
Bank of America Merrill Lynch January 2009 - December 2010
Merrill Lynch March 2008 - December 2008
Merrill Lynch January 2006 - December 2008
Bear Stearns June 2004 - August 2004
Skills
Derivatives, Fixed Income, Interest Rate..., Options, Trading, Financial Modeling, Equity Derivatives, Strategy, Hedge Funds, Structured Products, Currency, Rates, Banking, Bloomberg, Equities, Swaps, Finance, Capital Markets
Education
Penn State University 2002 — 2005
B.S., Economics with Honors and Distinction
Jeff Condit Jeff Condit's Merrill Lynch Experience May 2014 - August 2014
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - August 2014
Skills
Investments, Financial Analysis, Finance, Customer Service, Microsoft Office, Financial Services, Leadership
Education
Penn State University 2011 — 2015
Bachelors Degree, Economics, Senior
Merrill Lynch May 2014 - August 2014
Skills
Investments, Financial Analysis, Finance, Customer Service, Microsoft Office, Financial Services, Leadership
Education
Penn State University 2011 — 2015
Bachelors Degree, Economics, Senior
Sam Masucci's Merrill Lynch Experience February 1994 - June 1996
Job Founder & Chief Executive Officer at Exchange Traded Managers Group
Industry Investment Banking
Experience
Exchange Traded Managers Group November 2013 - Present
GENCAP Ventures, LLC June 2012 - Present
The Cobblestone Group January 2001 - Present
MacroMarkets LLC January 2003 - December 2011
Managing Director - Mortgage /ABS Trading Bear Stearns January 1999 - January 2001
Structured Products / ABS trading SBC Warburg / UBS January 1996 - January 1998
Merrill Lynch February 1994 - June 1996
Merrill Lynch Structured Products Group January 1992 - January 1996
Merrill Lynch October 1989 - January 1994
Merrill Lynch Private Client Group January 1989 - March 1993
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 63, Asset Managment, ETFs, Commodity, Residential Mortgages, Reverse Mortgages, Equities, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Options, Trading, Capital Markets, Fixed Income, Securities, Valuation, Financial Services, Investment Banking, Derivatives, Asset Management, Financial Advisory, Trading Systems, Emerging Markets, Investment Strategies, Institutional..., Bonds, Equity Derivatives, Series 7, Entrepreneurship, Private Placements, Investor Relations, Hedging, Structured Products, Financial Markets, Funding, FINRA, Bloomberg, Structured Finance, Series 63, Start-ups
Education
Penn State University 1980 — 1984
BS Finance, Real Estate
Exchange Traded Managers Group November 2013 - Present
GENCAP Ventures, LLC June 2012 - Present
The Cobblestone Group January 2001 - Present
MacroMarkets LLC January 2003 - December 2011
Managing Director - Mortgage /ABS Trading Bear Stearns January 1999 - January 2001
Structured Products / ABS trading SBC Warburg / UBS January 1996 - January 1998
Merrill Lynch February 1994 - June 1996
Merrill Lynch Structured Products Group January 1992 - January 1996
Merrill Lynch October 1989 - January 1994
Merrill Lynch Private Client Group January 1989 - March 1993
Skills
FINRA Series 7, FINRA Series 24, FINRA Series 63, Asset Managment, ETFs, Commodity, Residential Mortgages, Reverse Mortgages, Equities, Investments, Alternative Investments, Hedge Funds, Portfolio Management, Options, Trading, Capital Markets, Fixed Income, Securities, Valuation, Financial Services, Investment Banking, Derivatives, Asset Management, Financial Advisory, Trading Systems, Emerging Markets, Investment Strategies, Institutional..., Bonds, Equity Derivatives, Series 7, Entrepreneurship, Private Placements, Investor Relations, Hedging, Structured Products, Financial Markets, Funding, FINRA, Bloomberg, Structured Finance, Series 63, Start-ups
Education
Penn State University 1980 — 1984
BS Finance, Real Estate
Joshua Bradford Joshua Bradford's Merrill Lynch Experience December 2014 - June 2015
Job National Sales Associate/Wholesaler with Sierra Mutual funds & Ocean Park Asset Management.
Industry Capital Markets
Experience
Sierra Investment Management, Inc. June 2015 - Present
Merrill Lynch December 2014 - June 2015
AssetMark March 2014 - December 2014
AssetMark November 2012 - March 2014
Wells Fargo Advisors October 2011 - November 2012
Wells Fargo Advisors July 2009 - September 2011
Wells Fargo Advisors April 2006 - July 2009
Washington Mutual November 2002 - May 2005
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities
Education
Penn State University
B.S. Finance, Accounting and Finance
Sierra Investment Management, Inc. June 2015 - Present
Merrill Lynch December 2014 - June 2015
AssetMark March 2014 - December 2014
AssetMark November 2012 - March 2014
Wells Fargo Advisors October 2011 - November 2012
Wells Fargo Advisors July 2009 - September 2011
Wells Fargo Advisors April 2006 - July 2009
Washington Mutual November 2002 - May 2005
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities
Education
Penn State University
B.S. Finance, Accounting and Finance
Paul Cranmer Paul Cranmer's Merrill Lynch Experience 2010 - November 2012
Job Service Contract Sales Specialist at Philips Healthcare
Industry Hospital & Health Care
Experience
Philips Healthcare December 2012 - Present
Merrill Lynch 2010 - November 2012
J.Lodge 2009 - 2010
ModSpace 2008 - 2009
Skills
Customer Service, Management, Sales, Account Management, Strategic Planning, Team Building, Process Improvement, Contract Negotiation, Leadership, Cross-functional Team...
Education
Penn State University 2003 — 2007
Philips Healthcare December 2012 - Present
Merrill Lynch 2010 - November 2012
J.Lodge 2009 - 2010
ModSpace 2008 - 2009
Skills
Customer Service, Management, Sales, Account Management, Strategic Planning, Team Building, Process Improvement, Contract Negotiation, Leadership, Cross-functional Team...
Education
Penn State University 2003 — 2007
Jacqueline Chiarkas Jacqueline Chiarkas's Merrill Lynch Experience April 1996 - May 1998
Job Realtor/Owner at Home Edge Realty Group, LLC
Industry Real Estate
Experience
Home Edge Realty Group, LLC December 2013 - Present
Kissinger Bigatel & Brower REALTORS January 2004 - December 2013
Minitab May 1998 - February 2001
Merrill Lynch April 1996 - May 1998
Skills
Relocation, First Time Home Buyers, Sellers, Buyers, Buyer Representation, Residential Homes, Investment Properties, Real Estate, Condos, Listings, New Home Sales, ABR, Single Family Homes, Townhomes, Investors, Home Staging, Real Property, Property Management, Selling, Referrals, Short Sales, FHA, Relocation Buyers, Move Up Buyers, Vacation Homes, Mortgage Lending, Real Estate Transactions, Property, Commercial Real Estate, Foreclosures, Investments, Sales
Education
Pennsylvania State University 1988 — 1992
B.S. Finance, Smeal College of Business
Pennsylvania State University 1982 — 1984
Associate Degree, Electrical Engineering
Penn State University
Home Edge Realty Group, LLC December 2013 - Present
Kissinger Bigatel & Brower REALTORS January 2004 - December 2013
Minitab May 1998 - February 2001
Merrill Lynch April 1996 - May 1998
Skills
Relocation, First Time Home Buyers, Sellers, Buyers, Buyer Representation, Residential Homes, Investment Properties, Real Estate, Condos, Listings, New Home Sales, ABR, Single Family Homes, Townhomes, Investors, Home Staging, Real Property, Property Management, Selling, Referrals, Short Sales, FHA, Relocation Buyers, Move Up Buyers, Vacation Homes, Mortgage Lending, Real Estate Transactions, Property, Commercial Real Estate, Foreclosures, Investments, Sales
Education
Pennsylvania State University 1988 — 1992
B.S. Finance, Smeal College of Business
Pennsylvania State University 1982 — 1984
Associate Degree, Electrical Engineering
Penn State University
Eva Lazinger Eva Lazinger's Merrill Lynch Experience January 2001 - January 2004
Job Business Transformation Leader Six Sigma Master Black Belt
Industry Hospital & Health Care
Experience
Healthfirst June 2015 - Present
Healthfirst October 2014 - June 2015
Crozer Keystone Health System June 2013 - October 2014
Healthfirst February 2011 - June 2013
Vanguard June 2006 - February 2011
Merrill Lynch January 2001 - January 2004
Skills
Six Sigma, Process Improvement, Leadership, Performance Improvement, Strategic Planning, Project Management, Strategy, Healthcare, Training, Software Documentation, Integration, Business Strategy, Visio, Operational Excellence, Risk Management, Statistics, Minitab, Risk Assessment, Statistical Data..., Strategic Thinking, Coaching, Mitigation Strategies, Dashboard Metrics, Coaching Staff, Logistic Regression, Design of Experiments, Hypothesis Testing, Organizational..., Change Management, Cross-functional Team..., Business Transformation, Management
Education
Penn State University 1995 — 1999
BS, Hotel, Restaurant, & Institutional Management
Healthfirst June 2015 - Present
Healthfirst October 2014 - June 2015
Crozer Keystone Health System June 2013 - October 2014
Healthfirst February 2011 - June 2013
Vanguard June 2006 - February 2011
Merrill Lynch January 2001 - January 2004
Skills
Six Sigma, Process Improvement, Leadership, Performance Improvement, Strategic Planning, Project Management, Strategy, Healthcare, Training, Software Documentation, Integration, Business Strategy, Visio, Operational Excellence, Risk Management, Statistics, Minitab, Risk Assessment, Statistical Data..., Strategic Thinking, Coaching, Mitigation Strategies, Dashboard Metrics, Coaching Staff, Logistic Regression, Design of Experiments, Hypothesis Testing, Organizational..., Change Management, Cross-functional Team..., Business Transformation, Management
Education
Penn State University 1995 — 1999
BS, Hotel, Restaurant, & Institutional Management
Jamie Harbison's Merrill Lynch Experience December 2006 - May 2008
Job Mortgage Loan Processor at Howard Hanna Real Estate Services
Industry Real Estate
Experience
Howard Hanna Real Estate Services February 2010 - Present
Commonwealth of Pennsylvania June 2008 - February 2010
Merrill Lynch December 2006 - May 2008
National City Mortgage April 2004 - December 2006
National Real Estate Information Services August 2002 - March 2004
Skills
Loan Processing, Loan Origination, Titles, Foreclosures, Buyer/Purchasing Agent, HUD-1 Prep, Microsoft Office, Corporate Tax, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Collections, Spreadsheets, Loans, Investment Properties, Relocation, Sales, First Time Home Buyers, Sellers
Education
Penn State University 1997 — 2002
Bachelor of Science (BS), Management/ Marketing
Howard Hanna Real Estate Services February 2010 - Present
Commonwealth of Pennsylvania June 2008 - February 2010
Merrill Lynch December 2006 - May 2008
National City Mortgage April 2004 - December 2006
National Real Estate Information Services August 2002 - March 2004
Skills
Loan Processing, Loan Origination, Titles, Foreclosures, Buyer/Purchasing Agent, HUD-1 Prep, Microsoft Office, Corporate Tax, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Collections, Spreadsheets, Loans, Investment Properties, Relocation, Sales, First Time Home Buyers, Sellers
Education
Penn State University 1997 — 2002
Bachelor of Science (BS), Management/ Marketing
Joseph Strycharz Joseph Strycharz's Merrill Lynch Experience June 1989 - July 2000
Job Managing Partner at ButcherJoseph & Co. and Mosaic Capital Partners
Industry Financial Services
Experience
ButcherJoseph & Co. January 2011 - Present
Mosaic Capital Partners April 2011 - Present
Morgan Stanley August 2000 - January 2008
Merrill Lynch June 1989 - July 2000
Skills
Private Equity, Investments, Equities, Business Strategy, Alternative Investments, Restructuring, Fixed Income, Corporate Development, Portfolio Management
Education
Penn State University 1985 — 1989
BS, Finance
ButcherJoseph & Co. January 2011 - Present
Mosaic Capital Partners April 2011 - Present
Morgan Stanley August 2000 - January 2008
Merrill Lynch June 1989 - July 2000
Skills
Private Equity, Investments, Equities, Business Strategy, Alternative Investments, Restructuring, Fixed Income, Corporate Development, Portfolio Management
Education
Penn State University 1985 — 1989
BS, Finance
Dan Bonner Dan Bonner's Merrill Lynch Experience July 2007 - July 2008
Job MBA, PMP
Industry Financial Services
Experience
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
JP Morgan Chase September 2012 - Present
Citi May 2011 - September 2012
Donate Life CT 2011 - 2011
Bank of America Merrill Lynch June 2008 - March 2010
Merrill Lynch July 2007 - July 2008
UBS Financial Services July 2005 - November 2006
Fidelity Investments August 2004 - November 2004
Merrill Lynch January 1993 - January 2001
Skills
Risk Management, Banking, Financial Services, Analysis, Finance, Financial Modeling, Project Management, Management, Program Management, Leadership, Financial Analysis, Financial Risk, PMO, MS Project, Business Process..., Portfolio Management, Cash Management, Budgets, Process Improvement, Credit Cards, Business Analysis, Vendor Management, Strategic Planning, Wealth Management, Securities, Business Requirements, Operational Risk..., SDLC, Relationship Management, Internal Controls, Account Reconciliation, Accounts Receivable, AML, Payments, Project Portfolio..., User Acceptance Testing, PMP
Education
Penn State University 2002 — 2004
MBA, Finance
Rutgers University-New Brunswick 1991 — 1995
BS, Administration of Justice
David Ames David Ames's Merrill Lynch Experience July 2005 - August 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2012 - Present
Credit Suisse August 2008 - November 2012
Merrill Lynch July 2005 - August 2008
Skills
Procurement, ITIL, Provisioning, Risk Management, Vendor Management, Logistics, IT Service Management, Business Analysis, Six Sigma, Integration, CRM, Enterprise Software, IT Strategy, Data Center, Strategy, Management, Databases, Change Management, Oracle, Analysis, Access, SDLC, Supply Chain, Portfolio Management, Business Process..., Project Portfolio..., Process Improvement, Contract Negotiation, Supply Chain Management, Infrastructure, Project Delivery, Business Process, Information Technology
Education
Penn State University 2001 — 2005
BS, Information Sciences and Technology (IST)
Credit Suisse November 2012 - Present
Credit Suisse August 2008 - November 2012
Merrill Lynch July 2005 - August 2008
Skills
Procurement, ITIL, Provisioning, Risk Management, Vendor Management, Logistics, IT Service Management, Business Analysis, Six Sigma, Integration, CRM, Enterprise Software, IT Strategy, Data Center, Strategy, Management, Databases, Change Management, Oracle, Analysis, Access, SDLC, Supply Chain, Portfolio Management, Business Process..., Project Portfolio..., Process Improvement, Contract Negotiation, Supply Chain Management, Infrastructure, Project Delivery, Business Process, Information Technology
Education
Penn State University 2001 — 2005
BS, Information Sciences and Technology (IST)
James Clauss James Clauss's Merrill Lynch Experience 2002 - 2004
Job Advertising Sales Executive
Industry Marketing and Advertising
Experience
Entrepreneur Magazine June 2011 - Present
Forbes Magazine May 2010 - February 2011
Bloomberg BusinessWeek June 2005 - April 2010
Fast Company Magazine April 2004 - June 2005
Merrill Lynch 2002 - 2004
Time Inc - Sports Illustrated for Kids Group/ Fortune Small Business Magazine 1997 - 2002
Conde Nast Traveler / Conde Nast Publications 1995 - 1996
Hearst Magazines/ Sports Afield Magazine 1992 - 1995
BPI Communications/ Adweek,Marketing Week,Media Week 1990 - 1992
Skills
Advertising, Account Management, Market Research, Digital Media, Marketing, Online Advertising, New Business Development, Marketing Research, Sales Operations, DoubleClick, Digital Strategy, Media Planning, Publishing, Salesforce.com, Lead Generation, Digital Marketing, Online Publishing, B2B, New Media, Integrated Marketing, Sales, CRM, Sales Management, Mobile Marketing, Social Media Marketing
Education
Penn State University 1981 — 1985
BA, Speech Communications
Entrepreneur Magazine June 2011 - Present
Forbes Magazine May 2010 - February 2011
Bloomberg BusinessWeek June 2005 - April 2010
Fast Company Magazine April 2004 - June 2005
Merrill Lynch 2002 - 2004
Time Inc - Sports Illustrated for Kids Group/ Fortune Small Business Magazine 1997 - 2002
Conde Nast Traveler / Conde Nast Publications 1995 - 1996
Hearst Magazines/ Sports Afield Magazine 1992 - 1995
BPI Communications/ Adweek,Marketing Week,Media Week 1990 - 1992
Skills
Advertising, Account Management, Market Research, Digital Media, Marketing, Online Advertising, New Business Development, Marketing Research, Sales Operations, DoubleClick, Digital Strategy, Media Planning, Publishing, Salesforce.com, Lead Generation, Digital Marketing, Online Publishing, B2B, New Media, Integrated Marketing, Sales, CRM, Sales Management, Mobile Marketing, Social Media Marketing
Education
Penn State University 1981 — 1985
BA, Speech Communications
Alex Servetnick Alex Servetnick's Merrill Lynch Experience May 2012 - July 2012
Job Graduate Training Program Analyst at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Penn State Investment Association October 2010 - May 2013
Wall Street Boot Camp September 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Sigma Alpha Mu Fraternity October 2011 - May 2012
Camp Nock-A-Mixon April 2009 - January 2012
Education
Penn State University 2010 — 2014
The Pennsylvania State University, Smeal College of Business
Bachelor of Science, Finance
UBS Wealth Management August 2014 - Present
UBS Wealth Management June 2013 - August 2013
Penn State Investment Association October 2010 - May 2013
Wall Street Boot Camp September 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Sigma Alpha Mu Fraternity October 2011 - May 2012
Camp Nock-A-Mixon April 2009 - January 2012
Education
Penn State University 2010 — 2014
The Pennsylvania State University, Smeal College of Business
Bachelor of Science, Finance
Martin Grant Martin Grant's Merrill Lynch Experience December 2005 - August 2008
Job Systems Administrator
Industry Information Technology and Services
Experience
Nine West Group May 2014 - Present
Villanova University August 2008 - April 2014
Merrill Lynch December 2005 - August 2008
NCO Group April 2003 - December 2005
Skills
PMP, Project Management, System Administration, Active Directory, VMware, Microsoft Exchange, Office 365, SharePoint, Windows, SQL, Windows Server, Windows 7, Microsoft Office, Troubleshooting, emc, iSCSI
Education
Saint Joseph's University 1994 — 1997
Master of Business Administration (MBA), Information Systems
Penn State University 1985 — 1990
Bachelor of Science (BS), Industrial Engineering
Nine West Group May 2014 - Present
Villanova University August 2008 - April 2014
Merrill Lynch December 2005 - August 2008
NCO Group April 2003 - December 2005
Skills
PMP, Project Management, System Administration, Active Directory, VMware, Microsoft Exchange, Office 365, SharePoint, Windows, SQL, Windows Server, Windows 7, Microsoft Office, Troubleshooting, emc, iSCSI
Education
Saint Joseph's University 1994 — 1997
Master of Business Administration (MBA), Information Systems
Penn State University 1985 — 1990
Bachelor of Science (BS), Industrial Engineering
Jesse Deutch Jesse Deutch's Merrill Lynch Experience June 2009 - August 2009
Job Associate Vice President at Ariel Property Advisors
Industry Financial Services
Experience
Ariel Property Advisors January 2011 - Present
WeMac Ventures September 2010 - November 2010
Merrill Lynch June 2009 - August 2009
Oppenheimer & Co. June 2008 - August 2008
The Hain Celestial Group June 2007 - August 2007
MBF Clearing Corp. June 2005 - August 2005
Skills
Due Diligence, Sales, Real Estate Development, Property Management, Investment Banking, Research, Real Estate, Real Estate Economics, Investments, Real Estate Transactions, Microsoft Excel, Microsoft Office, Technical Analysis, Product Development, Financial Analysis, Brokerage
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, Engineering
Ariel Property Advisors January 2011 - Present
WeMac Ventures September 2010 - November 2010
Merrill Lynch June 2009 - August 2009
Oppenheimer & Co. June 2008 - August 2008
The Hain Celestial Group June 2007 - August 2007
MBF Clearing Corp. June 2005 - August 2005
Skills
Due Diligence, Sales, Real Estate Development, Property Management, Investment Banking, Research, Real Estate, Real Estate Economics, Investments, Real Estate Transactions, Microsoft Excel, Microsoft Office, Technical Analysis, Product Development, Financial Analysis, Brokerage
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, Engineering
Jonathan Hwang's Merrill Lynch Experience May 2008 - August 2008
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC July 2011 - Present
BlackRock June 2010 - August 2010
Capital 22 Venture Funds/SoftBank Investments June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Strategy, Financial Modeling, Analysis, Project Management, Business Process..., Investments, Management, Due Diligence, Program Management, Private Equity, Financial Analysis, Microsoft Excel, Finance, Consulting, Establishing Strategic...
Education
Penn State University 2007 — 2011
BS, Finance, Sociology, 3.61 Cumulative GPA
PwC July 2011 - Present
BlackRock June 2010 - August 2010
Capital 22 Venture Funds/SoftBank Investments June 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Strategy, Financial Modeling, Analysis, Project Management, Business Process..., Investments, Management, Due Diligence, Program Management, Private Equity, Financial Analysis, Microsoft Excel, Finance, Consulting, Establishing Strategic...
Education
Penn State University 2007 — 2011
BS, Finance, Sociology, 3.61 Cumulative GPA
Scott Titus Scott Titus's Merrill Lynch Experience November 2004 - May 2006
Job Manager at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures December 2014 - Present
Warner Bros. Entertainment Group of Companies September 2011 - December 2014
RotoHog June 2009 - September 2009
BlackRock May 2006 - June 2008
Merrill Lynch November 2004 - May 2006
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
Paramount Pictures December 2014 - Present
Warner Bros. Entertainment Group of Companies September 2011 - December 2014
RotoHog June 2009 - September 2009
BlackRock May 2006 - June 2008
Merrill Lynch November 2004 - May 2006
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
Penn State University 2000 — 2004
BS, Finance
Robert Pate Robert Pate's Merrill Lynch Experience July 2003 - January 2004
Job Principal Software Engineer at True Fit Corporation
Industry Computer Software
Experience
True Fit Corporation July 2010 - Present
Enservio December 2006 - July 2010
Aliaswire August 2006 - November 2006
Bottomline Technologies January 2004 - August 2006
Merrill Lynch July 2003 - January 2004
IBM May 2002 - August 2002
Skills
Java, Software Development, SOA, Java Enterprise Edition, Scrum, JavaScript, Agile Methodologies, SQL, XML, Software Engineering, Hibernate, JUnit, Databases, Distributed Systems, Web Applications, Web Services, Ant, Eclipse, jQuery, Tomcat, Object Oriented Design, SaaS, Spring, CSS, Unix, AJAX, Linux, JSP, Subversion, Maven, Enterprise Software, Git, REST, OOP
Education
Penn State University 2000 — 2003
BS, Computer Science
United States Air Force Academy 1999 — 2000
Operation Research
Deerfield Academy 1997 — 1999
High School
True Fit Corporation July 2010 - Present
Enservio December 2006 - July 2010
Aliaswire August 2006 - November 2006
Bottomline Technologies January 2004 - August 2006
Merrill Lynch July 2003 - January 2004
IBM May 2002 - August 2002
Skills
Java, Software Development, SOA, Java Enterprise Edition, Scrum, JavaScript, Agile Methodologies, SQL, XML, Software Engineering, Hibernate, JUnit, Databases, Distributed Systems, Web Applications, Web Services, Ant, Eclipse, jQuery, Tomcat, Object Oriented Design, SaaS, Spring, CSS, Unix, AJAX, Linux, JSP, Subversion, Maven, Enterprise Software, Git, REST, OOP
Education
Penn State University 2000 — 2003
BS, Computer Science
United States Air Force Academy 1999 — 2000
Operation Research
Deerfield Academy 1997 — 1999
High School
Cynthia Beloff Cynthia Beloff's Merrill Lynch Experience January 1992 - January 1994
Job Guest Relations Representative Surgical Services Unit at Capital Health System
Industry Marketing and Advertising
Experience
Capital Health Medical Center - Hopewell January 2012 - Present
North American Electric Reliability Corporation September 2010 - August 2011
Pennington Farmers Market January 2009 - November 2010
Northeast Organic Farming Association of New Jersey January 1995 - January 2009
Peterson Guides January 1994 - January 1995
Merrill Lynch January 1992 - January 1994
Merrill Lynch January 1990 - January 1992
Merrill Lynch January 1989 - January 1990
Merrill Lynch January 1986 - January 1989
Skills
Leadership, Human Resources, Access, Account Management, Sales, Outlook
Education
Penn State University 1981 — 1985
BS, Marketing
Capital Health Medical Center - Hopewell January 2012 - Present
North American Electric Reliability Corporation September 2010 - August 2011
Pennington Farmers Market January 2009 - November 2010
Northeast Organic Farming Association of New Jersey January 1995 - January 2009
Peterson Guides January 1994 - January 1995
Merrill Lynch January 1992 - January 1994
Merrill Lynch January 1990 - January 1992
Merrill Lynch January 1989 - January 1990
Merrill Lynch January 1986 - January 1989
Skills
Leadership, Human Resources, Access, Account Management, Sales, Outlook
Education
Penn State University 1981 — 1985
BS, Marketing
Jill Edwards's Merrill Lynch Experience January 2001 - August 2010
Job Senior Vice President, Tax Credit Originations at Bank of America
Industry Investment Banking
Experience
Bank of America September 2010 - Present
Merrill Lynch January 2001 - August 2010
City of Trenton September 1993 - December 2001
State of New Jersey May 1993 - September 1993
Township Of West Orange September 1990 - May 1993
Township of West Orange June 1990 - September 1990
Furman Selz Mager Dietz & Birney September 1989 - May 1990
Pont Data May 1989 - September 1989
Skills
Affordable Housing, Real Estate Economics, Real Estate, Due Diligence, Portfolio Management, Asset Managment, Underwriting, Capital Markets, Credit, Non-profits, LIHTC, Finance, Loans, Strategic Planning, Financial Analysis, Community Development, Real Estate Development, Asset Management, Nonprofits, Economic Development, Financial Modeling, Investments
Education
Rutgers University-New Brunswick 1990 — 1993
Masters, Planning & Public Policy
Penn State University 1985 — 1989
BA, Liberal Arts/Business
Newark Academy 1983 — 1985
St. Cloud Elementar
Bank of America September 2010 - Present
Merrill Lynch January 2001 - August 2010
City of Trenton September 1993 - December 2001
State of New Jersey May 1993 - September 1993
Township Of West Orange September 1990 - May 1993
Township of West Orange June 1990 - September 1990
Furman Selz Mager Dietz & Birney September 1989 - May 1990
Pont Data May 1989 - September 1989
Skills
Affordable Housing, Real Estate Economics, Real Estate, Due Diligence, Portfolio Management, Asset Managment, Underwriting, Capital Markets, Credit, Non-profits, LIHTC, Finance, Loans, Strategic Planning, Financial Analysis, Community Development, Real Estate Development, Asset Management, Nonprofits, Economic Development, Financial Modeling, Investments
Education
Rutgers University-New Brunswick 1990 — 1993
Masters, Planning & Public Policy
Penn State University 1985 — 1989
BA, Liberal Arts/Business
Newark Academy 1983 — 1985
St. Cloud Elementar
Joseph Danski Joseph Danski's Merrill Lynch Experience March 2008 - August 2010
Job Global Cloud Partner Enablement Manager at Genesys
Industry Computer Software
Experience
Genesys March 2015 - Present
Genesys February 2014 - March 2015
Genesys February 2012 - February 2014
Genesys August 2010 - February 2012
Merrill Lynch March 2008 - August 2010
Merrill Lynch June 2006 - March 2008
Skills
Call Center, IVR, Workforce Management, Customer Experience, Genesys, Avaya, Contact Centers, SaaS, CTI, Call Centers, Telephony, Six Sigma, Professional Services, Telecommunications, Unified Communications, ACD, VoIP, Inbound Marketing, Managed Services
Education
Penn State University 1991 — 1996
BS, Economics
Jackson Memorial High School 1988 — 1991
Genesys March 2015 - Present
Genesys February 2014 - March 2015
Genesys February 2012 - February 2014
Genesys August 2010 - February 2012
Merrill Lynch March 2008 - August 2010
Merrill Lynch June 2006 - March 2008
Skills
Call Center, IVR, Workforce Management, Customer Experience, Genesys, Avaya, Contact Centers, SaaS, CTI, Call Centers, Telephony, Six Sigma, Professional Services, Telecommunications, Unified Communications, ACD, VoIP, Inbound Marketing, Managed Services
Education
Penn State University 1991 — 1996
BS, Economics
Jackson Memorial High School 1988 — 1991
Ned Friar Ned Friar's Merrill Lynch Experience August 2007 - June 2008
Job Sales Manager, Affiliate eBay Enterprise Marketing
Industry Marketing and Advertising
Experience
eBay Enterprise Marketing July 2012 - Present
Pepperjam Network 2008 - July 2012
Merrill Lynch August 2007 - June 2008
Primetime Shootout 2007 - 2008
Skills
Google Adwords, Negotiation, SEO, PPC, Marketing, Sales, Media Planning, Marketing Strategy, E-commerce, Event Planning, B2B, Salesforce.com, Lead Generation, Management, Affiliate Marketing, CRM, Email Marketing, Start-ups, Online Marketing, Online Advertising, Digital Marketing, Social Media Marketing, SEM, Mobile Marketing
Education
Penn State University 1996 — 2001
Bachelor of Science, RPM
eBay Enterprise Marketing July 2012 - Present
Pepperjam Network 2008 - July 2012
Merrill Lynch August 2007 - June 2008
Primetime Shootout 2007 - 2008
Skills
Google Adwords, Negotiation, SEO, PPC, Marketing, Sales, Media Planning, Marketing Strategy, E-commerce, Event Planning, B2B, Salesforce.com, Lead Generation, Management, Affiliate Marketing, CRM, Email Marketing, Start-ups, Online Marketing, Online Advertising, Digital Marketing, Social Media Marketing, SEM, Mobile Marketing
Education
Penn State University 1996 — 2001
Bachelor of Science, RPM
Graham Hopper, CIMA Graham Hopper, CIMA's Merrill Lynch Experience October 2002 - July 2004
Job Regional Director at DoubleLine Group LP
Industry Financial Services
Experience
DoubleLine Group LP August 2014 - Present
BlackRock July 2004 - July 2014
Merrill Lynch October 2002 - July 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Asset Allocation, ETFs, Fixed Income, Investment Strategies, Wealth Management, Investment Management, Investments, Series 7
Education
Penn State University 1997 — 2002
BS, Economics
DoubleLine Group LP August 2014 - Present
BlackRock July 2004 - July 2014
Merrill Lynch October 2002 - July 2004
Skills
Alternative Investments, Mutual Funds, Portfolio Management, Retirement Planning, Separately Managed..., Asset Allocation, ETFs, Fixed Income, Investment Strategies, Wealth Management, Investment Management, Investments, Series 7
Education
Penn State University 1997 — 2002
BS, Economics
Kevin Beahan Kevin Beahan's Merrill Lynch Experience October 2013 - Present
Job Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Credit Suisse April 2011 - September 2013
Wells Fargo July 2010 - April 2011
Edward Jones June 2009 - June 2010
Sontag Advisory April 2008 - October 2008
Skills
Portfolio Management, Series 7, Finance, Asset Allocation, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 63, Banking, Fixed Income, Equities, Loans, Alternative Investments, Asset Management, Securities
Education
Penn State University 1999 — 2003
BS, Business Management
Merrill Lynch October 2013 - Present
Credit Suisse April 2011 - September 2013
Wells Fargo July 2010 - April 2011
Edward Jones June 2009 - June 2010
Sontag Advisory April 2008 - October 2008
Skills
Portfolio Management, Series 7, Finance, Asset Allocation, Wealth Management, Investments, Mutual Funds, Retirement Planning, Series 63, Banking, Fixed Income, Equities, Loans, Alternative Investments, Asset Management, Securities
Education
Penn State University 1999 — 2003
BS, Business Management
Jamie Straus's Merrill Lynch Experience May 2013 - August 2013
Job Sales & Customer Relationship Associate at PepsiCo
Industry Financial Services
Experience
PepsiCo May 2015 - Present
Soccer Shots September 2012 - Present
Altria May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Life Time Fitness May 2012 - August 2013
Johnson & Johnson 2013 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Public Speaking, Facebook, Social Networking, Customer Service, Leadership, Access, Event Management, Data Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Marketing, General
Penn State University 2011 — 2015
Marketing
PepsiCo May 2015 - Present
Soccer Shots September 2012 - Present
Altria May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Life Time Fitness May 2012 - August 2013
Johnson & Johnson 2013 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Public Speaking, Facebook, Social Networking, Customer Service, Leadership, Access, Event Management, Data Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Marketing, General
Penn State University 2011 — 2015
Marketing
Thomas Klein, MBA Thomas Klein, MBA's Merrill Lynch Experience September 1993 - October 1994
Job Eastern Regional Manager, Nortec at Walter Meier (Services) AG
Industry Industrial Automation
Experience
Nortec Humidity February 2012 - Present
tesa tape January 2002 - February 2012
3M January 1998 - January 2002
General Electric October 1996 - October 1997
Lakeland Engineering Equipment Company January 1995 - October 1996
Merrill Lynch September 1993 - October 1994
Skills
Consultative Selling, Key Account Management, International Business, Process Improvement, Product Development, New Business Development, Account Management, Direct Sales, Marketing Strategy, Value Based Selling, Training, CRM, Management, Product Marketing, Sales Management, Business Planning, Sourcing, Manufacturing, International Sales, Cross-functional Team..., Market Development, Sales Operations, B2B, Pricing, Forecasting, Project Management, Competitive Analysis
Education
Penn State University 2006 — 2010
MBA, International Business
Universität Paderborn 1991 — 1992
Study abroad, German, Economics, Business, History
University of Saint Thomas - School of Business 1987 — 1992
BA, Economics, Marketing, German
Nortec Humidity February 2012 - Present
tesa tape January 2002 - February 2012
3M January 1998 - January 2002
General Electric October 1996 - October 1997
Lakeland Engineering Equipment Company January 1995 - October 1996
Merrill Lynch September 1993 - October 1994
Skills
Consultative Selling, Key Account Management, International Business, Process Improvement, Product Development, New Business Development, Account Management, Direct Sales, Marketing Strategy, Value Based Selling, Training, CRM, Management, Product Marketing, Sales Management, Business Planning, Sourcing, Manufacturing, International Sales, Cross-functional Team..., Market Development, Sales Operations, B2B, Pricing, Forecasting, Project Management, Competitive Analysis
Education
Penn State University 2006 — 2010
MBA, International Business
Universität Paderborn 1991 — 1992
Study abroad, German, Economics, Business, History
University of Saint Thomas - School of Business 1987 — 1992
BA, Economics, Marketing, German
Brian Bostancic Brian Bostancic's Merrill Lynch Experience September 2012 - April 2015
Job Financial Advisor at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services April 2015 - Present
Merrill Lynch September 2012 - April 2015
Wells Fargo Advisors October 2011 - September 2012
Wells Fargo August 2010 - September 2012
Skills
Financial Analysis, Financial Services, Investments, Portfolio Management, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Citizens Investment Services April 2015 - Present
Merrill Lynch September 2012 - April 2015
Wells Fargo Advisors October 2011 - September 2012
Wells Fargo August 2010 - September 2012
Skills
Financial Analysis, Financial Services, Investments, Portfolio Management, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Chris Cordray Chris Cordray's Merrill Lynch Experience August 2007 - May 2008
Job Systems Administrator at Computer Science Corporation
Industry Information Technology and Services
Experience
CSC January 2015 - Present
Checkpoint Systems August 2010 - November 2014
Ally Financial Inc. May 2008 - August 2010
Merrill Lynch August 2007 - May 2008
Firstrust Bank April 2005 - July 2007
Skills
Active Directory, Windows 7, Windows Server, Blackberry Enterprise..., Microsoft Exchange, Troubleshooting, Disaster Recovery, Software Documentation, Security, IT Management, Lotus Notes, Windows, System Administration, Access, Cloud Computing, XP, VMware, Help Desk Support, Servers, Group Policy, DHCP, Technical Support, Citrix
Education
ITT Technical Institute 2004 — 2006
Associate of Science, Computer Networking Systems
Penn State University 2002 — 2004
Information Sciences and Technology
CSC January 2015 - Present
Checkpoint Systems August 2010 - November 2014
Ally Financial Inc. May 2008 - August 2010
Merrill Lynch August 2007 - May 2008
Firstrust Bank April 2005 - July 2007
Skills
Active Directory, Windows 7, Windows Server, Blackberry Enterprise..., Microsoft Exchange, Troubleshooting, Disaster Recovery, Software Documentation, Security, IT Management, Lotus Notes, Windows, System Administration, Access, Cloud Computing, XP, VMware, Help Desk Support, Servers, Group Policy, DHCP, Technical Support, Citrix
Education
ITT Technical Institute 2004 — 2006
Associate of Science, Computer Networking Systems
Penn State University 2002 — 2004
Information Sciences and Technology
Craig Eastwood Craig Eastwood's Merrill Lynch Experience 2006 - 2008
Job Financial Advisor / Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Ameriprise Financial December 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley 2001 - 2006
Legg Mason July 1997 - April 2001
Education
Penn State University 1988 — 1992
BS, Marketing, Emphasis in Finance
Perkiomen Valley High School
Andy Gregory, CFA Andy Gregory, CFA's Merrill Lynch Experience June 2008 - August 2008
Job Senior Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2015 - Present
ProQuest August 2014 - March 2015
Bank of America Merrill Lynch March 2013 - April 2014
Bank of America Merrill Lynch June 2009 - March 2013
Merrill Lynch June 2008 - August 2008
KPMG May 2007 - August 2007
GE May 2006 - August 2006
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Accounting
Penn State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Stanford University
Continuing Education, Accounting and Finance
Duff & Phelps March 2015 - Present
ProQuest August 2014 - March 2015
Bank of America Merrill Lynch March 2013 - April 2014
Bank of America Merrill Lynch June 2009 - March 2013
Merrill Lynch June 2008 - August 2008
KPMG May 2007 - August 2007
GE May 2006 - August 2006
Education
Penn State University 2004 — 2009
Bachelor of Science (B.S.), Accounting
Penn State University 2004 — 2009
Bachelor of Arts (B.A.), Economics
Stanford University
Continuing Education, Accounting and Finance
Jackie Blanco Jackie Blanco's Merrill Lynch Experience October 2008 - December 2009
Job IVF Nurse Coordinator at Colorado Center for Reproductive Medicine
Industry Hospital & Health Care
Experience
Mercy Suburban Hospital July 2014 - May 2015
AAA Mid-Atlantic May 2012 - May 2013
AAA Mid-Atlantic January 2010 - May 2012
Merrill Lynch October 2008 - December 2009
Skills
Insurance
Education
Thomas Jefferson University 2013 — 2014
BSN, Registered Nurse
Pennsylvania State University 2004 — 2008
BS, Marketing
Mercy Suburban Hospital July 2014 - May 2015
AAA Mid-Atlantic May 2012 - May 2013
AAA Mid-Atlantic January 2010 - May 2012
Merrill Lynch October 2008 - December 2009
Skills
Insurance
Education
Thomas Jefferson University 2013 — 2014
BSN, Registered Nurse
Pennsylvania State University 2004 — 2008
BS, Marketing
Lance Margolis's Merrill Lynch Experience June 2004 - August 2004
Job Sales at Hartford Funds
Industry Financial Services
Experience
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Jason Sohnen, CFP® Jason Sohnen, CFP®'s Merrill Lynch Experience September 2011 - October 2012
Job Certified Financial Planner
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Liberty Tax Service November 2013 - May 2014
TIAA CREF February 2013 - June 2013
Merrill Lynch September 2011 - October 2012
Merrill Lynch July 2007 - October 2011
Merrill Lynch September 2005 - July 2007
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Economics
Southern New Hampshire University
Master's degree, Accounting
The American College
CFP Designation, Financial Planning Strategies, Retirement Planning, Income Tax, Estate Planning, Life Insurance
Fidelity Investments June 2014 - Present
Liberty Tax Service November 2013 - May 2014
TIAA CREF February 2013 - June 2013
Merrill Lynch September 2011 - October 2012
Merrill Lynch July 2007 - October 2011
Merrill Lynch September 2005 - July 2007
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Economics
Southern New Hampshire University
Master's degree, Accounting
The American College
CFP Designation, Financial Planning Strategies, Retirement Planning, Income Tax, Estate Planning, Life Insurance
Kristofer Ilao Kristofer Ilao's Merrill Lynch Experience March 2008 - Present
Job Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch March 2008 - Present
Education
Penn State University 2007 — 2010
BA, Business Management
Merrill Lynch March 2008 - Present
Education
Penn State University 2007 — 2010
BA, Business Management
Kristen Vargay Kristen Vargay's Merrill Lynch Experience May 2012 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Merrill Lynch September 2008 - March 2012
Prestige Management July 2007 - September 2008
Skills
Series 7, Microsoft Office, Risk Management, Series 66, Data Entry, Client Relations Skills
Education
Penn State University 2003 — 2007
Bachelor of Arts (BA), Communication Arts and Sciences
Penn State University 2003 — 2007
Bachelor's degree, Communications Arts and Sciences
Merrill Lynch May 2012 - Present
Merrill Lynch September 2008 - March 2012
Prestige Management July 2007 - September 2008
Skills
Series 7, Microsoft Office, Risk Management, Series 66, Data Entry, Client Relations Skills
Education
Penn State University 2003 — 2007
Bachelor of Arts (BA), Communication Arts and Sciences
Penn State University 2003 — 2007
Bachelor's degree, Communications Arts and Sciences
Jim Cramer's Merrill Lynch Experience May 2011 - August 2011
Job Transaction Services Associate at PwC
Industry Accounting
Experience
PwC September 2015 - Present
PwC January 2014 - March 2014
PECO Energy May 2013 - August 2013
Univest May 2012 - January 2013
PA House of Representatives August 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Penn State University 2010 — 2015
Accounting, Finance, Masters of Accounting (MAcc) Program
PwC September 2015 - Present
PwC January 2014 - March 2014
PECO Energy May 2013 - August 2013
Univest May 2012 - January 2013
PA House of Representatives August 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Education
Penn State University 2010 — 2015
Accounting, Finance, Masters of Accounting (MAcc) Program
Amanda Battaglia's Merrill Lynch Experience July 2015 - Present
Job TFA
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Pittsburgh Zoo and PPG Aquarium May 2014 - August 2015
Merrill Lynch March 2014 - August 2015
Independent January 2014 - August 2015
Pittsburgh Veterinary Specialty and Emergency Center May 2012 - August 2014
Carnegie Science Center May 2012 - August 2012
Nittany Greyhounds January 2012 - January 2012
Skills
Veterinary, Animal Husbandry, Data Analysis, Dogs, Animal Nutrition, Animal Welfare, Veterinary Medicine, Pets, Animal Behavior, Animal Work, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Research
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Animal Sciences
Merrill Lynch July 2015 - Present
Pittsburgh Zoo and PPG Aquarium May 2014 - August 2015
Merrill Lynch March 2014 - August 2015
Independent January 2014 - August 2015
Pittsburgh Veterinary Specialty and Emergency Center May 2012 - August 2014
Carnegie Science Center May 2012 - August 2012
Nittany Greyhounds January 2012 - January 2012
Skills
Veterinary, Animal Husbandry, Data Analysis, Dogs, Animal Nutrition, Animal Welfare, Veterinary Medicine, Pets, Animal Behavior, Animal Work, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Research
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Animal Sciences
Mikaele Hayden Mikaele Hayden's Merrill Lynch Experience 1993 - 2001
Job Realtor Associate at Keller Williams Shore Properties Realty
Industry Executive Office
Experience
Keller Williams Shore Properties Realty September 2015 - Present
Caps, LLC 2009 - Present
Joule Inc. February 2015 - August 2015
Creamoli 2002 - 2009
Merrill Lynch 1993 - 2001
Citibank 1990 - 1993
Credit Agricole 1988 - 1990
Fillmore Real Estate 1986 - 1988
Drexel Burnham Lambert 1986 - 1987
Skills
Event Planning, Customer Service, Event Management, Public Speaking, Social Media, Social Networking, Fundraising, Public Relations, Social Media Marketing
Education
Pace University
BBA, International Mgmt
Penn State University
College of Arts and Science Department of Food Science
The Actors Market
Keller Williams Shore Properties Realty September 2015 - Present
Caps, LLC 2009 - Present
Joule Inc. February 2015 - August 2015
Creamoli 2002 - 2009
Merrill Lynch 1993 - 2001
Citibank 1990 - 1993
Credit Agricole 1988 - 1990
Fillmore Real Estate 1986 - 1988
Drexel Burnham Lambert 1986 - 1987
Skills
Event Planning, Customer Service, Event Management, Public Speaking, Social Media, Social Networking, Fundraising, Public Relations, Social Media Marketing
Education
Pace University
BBA, International Mgmt
Penn State University
College of Arts and Science Department of Food Science
The Actors Market
Christine Castellano Christine Castellano's Merrill Lynch Experience May 2012 - April 2013
Job Firmwide Risk Governance Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Depository Trust & Clearing Corporation May 2013 - August 2014
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch June 2010 - May 2012
The Dealmakers Magazine June 2009 - August 2009
Skills
Excel, PowerPoint, Visio, Budgeting, Administration, Project Planning, Statistics, Forecasting, Project Management, Microsoft Excel, Research, Budgets, Risk Management, Human Resources, SharePoint, Financial Risk, Data Analysis
Education
Penn State University 2006 — 2010
BS, Psychology, Industrial/Organizational Psychology, Business
Holmdel High School 2002 — 2006
J.P. Morgan September 2014 - Present
Depository Trust & Clearing Corporation May 2013 - August 2014
Merrill Lynch May 2012 - April 2013
Bank of America Merrill Lynch June 2010 - May 2012
The Dealmakers Magazine June 2009 - August 2009
Skills
Excel, PowerPoint, Visio, Budgeting, Administration, Project Planning, Statistics, Forecasting, Project Management, Microsoft Excel, Research, Budgets, Risk Management, Human Resources, SharePoint, Financial Risk, Data Analysis
Education
Penn State University 2006 — 2010
BS, Psychology, Industrial/Organizational Psychology, Business
Holmdel High School 2002 — 2006
Christopher Oliveira Christopher Oliveira's Merrill Lynch Experience June 2007 - August 2007
Job IT Lead Sales Capabilities at Ethicon, Inc.
Industry Hospital & Health Care
Experience
Ethicon, Inc. October 2013 - Present
Johnson & Johnson Medical August 2010 - October 2013
Johnson & Johnson July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Cross-functional Team..., Medical Devices, Data Analysis, SharePoint, Project Management, Process Improvement, Business Analysis, Training, SDLC, Recruiting, Visio, Leadership Development, Healthcare, Salesforce.com..., Salesforce.com..., Enterprise Mobility, Mobile Device Management, Mobility Strategy, Windows 8, Office 365, Tableau, Virtualization, Amazon Web Services..., F5 BigIP, End User Training, Data Mapping, Internal Audit, SOX 404, Digital Asset Management, HP Quality Center, IT Security Policies &..., iPad Support, Training Documentation, Test Scripts, Virtual Teams, Box.net, Event Planning, Business Relationship..., Business Partner..., Requirements Gathering, Rapid Prototyping, single device strategy
Education
Penn State University 2004 — 2008
Bachelor of Science, Information Science & Technology
Ethicon, Inc. October 2013 - Present
Johnson & Johnson Medical August 2010 - October 2013
Johnson & Johnson July 2008 - July 2010
Merrill Lynch June 2007 - August 2007
Skills
Cross-functional Team..., Medical Devices, Data Analysis, SharePoint, Project Management, Process Improvement, Business Analysis, Training, SDLC, Recruiting, Visio, Leadership Development, Healthcare, Salesforce.com..., Salesforce.com..., Enterprise Mobility, Mobile Device Management, Mobility Strategy, Windows 8, Office 365, Tableau, Virtualization, Amazon Web Services..., F5 BigIP, End User Training, Data Mapping, Internal Audit, SOX 404, Digital Asset Management, HP Quality Center, IT Security Policies &..., iPad Support, Training Documentation, Test Scripts, Virtual Teams, Box.net, Event Planning, Business Relationship..., Business Partner..., Requirements Gathering, Rapid Prototyping, single device strategy
Education
Penn State University 2004 — 2008
Bachelor of Science, Information Science & Technology
Eddie Taddei's Merrill Lynch Experience May 2015 - Present
Job Student at Penn State University
Industry
Experience
Merrill Lynch May 2015 - Present
Brooks Brothers May 2014 - December 2014
Skills
Microsoft Office, Teamwork, Microsoft Excel, Hygiene, Customer Service, Leadership, Microsoft Word, PowerPoint
Education
Penn State University 2013 — 2017
Penn State University 2013 — 2017
Management Information Systems, General
Merrill Lynch May 2015 - Present
Brooks Brothers May 2014 - December 2014
Skills
Microsoft Office, Teamwork, Microsoft Excel, Hygiene, Customer Service, Leadership, Microsoft Word, PowerPoint
Education
Penn State University 2013 — 2017
Penn State University 2013 — 2017
Management Information Systems, General
Nick Miele, PMP Nick Miele, PMP's Merrill Lynch Experience November 2010 - December 2012
Job Director: Project Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
FreeMusic Inc. April 2014 - Present
Prudential Financial January 2013 - April 2015
Merrill Lynch November 2010 - December 2012
Merrill Lynch June 2009 - November 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Business Analysis, Business Intelligence, Business Strategy, Change Management, Finance Transformation, Financial Analysis, Investments, Merger Integration, Organizational Design, Organizational..., Process Redesign, Project Management, Six Sigma, Strategic Planning, Wealth Management, Working Capital...
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Penn State University
B.S. Information Sciences and Technology, B.A. Integrative Arts
Prudential Financial April 2015 - Present
FreeMusic Inc. April 2014 - Present
Prudential Financial January 2013 - April 2015
Merrill Lynch November 2010 - December 2012
Merrill Lynch June 2009 - November 2010
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Business Analysis, Business Intelligence, Business Strategy, Change Management, Finance Transformation, Financial Analysis, Investments, Merger Integration, Organizational Design, Organizational..., Process Redesign, Project Management, Six Sigma, Strategic Planning, Wealth Management, Working Capital...
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Penn State University
B.S. Information Sciences and Technology, B.A. Integrative Arts
Dave Gannett Dave Gannett's Merrill Lynch Experience June 2009 - March 2012
Job Sales Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2012 - Present
Merrill Lynch June 2009 - March 2012
Penn Square Capital Group, LLC January 2008 - November 2008
SEI Investments January 2006 - December 2007
Skills
Mutual Funds, ETFs, Private Equity, Alternative Investments
Education
Penn State University 2001 — 2005
Economics
Hartford Funds March 2012 - Present
Merrill Lynch June 2009 - March 2012
Penn Square Capital Group, LLC January 2008 - November 2008
SEI Investments January 2006 - December 2007
Skills
Mutual Funds, ETFs, Private Equity, Alternative Investments
Education
Penn State University 2001 — 2005
Economics
Mia Rendar's Merrill Lynch Experience May 2012 - August 2012
Job Juris Doctorate Candidate at The University of Pennsylvania
Industry Legal Services
Experience
Penn State Dance Marathon September 2013 - May 2015
Siemens Energy May 2014 - August 2014
The Walt Disney Company January 2013 - May 2014
Siemens Energy May 2013 - August 2013
The Walt Disney Company September 2012 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Event Planning, Social Networking, Facebook, Public Speaking, Microsoft Office, PowerPoint, Social Media, Leadership, Time Management, Management, Blogging
Education
University of Pennsylvania Law School 2015 — 2018
Doctor of Law (J.D.)
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Penn State Dance Marathon September 2013 - May 2015
Siemens Energy May 2014 - August 2014
The Walt Disney Company January 2013 - May 2014
Siemens Energy May 2013 - August 2013
The Walt Disney Company September 2012 - January 2013
Merrill Lynch May 2012 - August 2012
Skills
Event Planning, Social Networking, Facebook, Public Speaking, Microsoft Office, PowerPoint, Social Media, Leadership, Time Management, Management, Blogging
Education
University of Pennsylvania Law School 2015 — 2018
Doctor of Law (J.D.)
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Kofi Lokko, MBA Kofi Lokko, MBA's Merrill Lynch Experience August 2001 - August 2005
Job Director, Investment Performance and Attribution
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management September 2005 - January 2009
Merrill Lynch August 2001 - August 2005
Merrill Lynch August 1999 - August 2001
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Fixed Income, Wealth Management, Securities, Risk Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Performance, Bloomberg, Management
Education
Penn State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Morgan Stanley Wealth Management January 2009 - Present
Morgan Stanley Wealth Management September 2005 - January 2009
Merrill Lynch August 2001 - August 2005
Merrill Lynch August 1999 - August 2001
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Fixed Income, Wealth Management, Securities, Risk Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Performance, Bloomberg, Management
Education
Penn State University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management
Lauren Bunn's Merrill Lynch Experience 2005 - 2008
Job Portfolio Oversight
Industry Financial Services
Experience
U.S. Trust May 2015 - Present
H.D. Vest Financial Services October 2008 - May 2015
The Sharp Financial Group October 2008 - May 2015
Merrill Lynch 2005 - 2008
Wyeth 2004 - 2004
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 7, Retirement, Series 63, Series 66, Wealth, Strategic Financial..., 401k, Investment Advisory, Financial Advisory, Wealth Management..., Fixed Annuities, High Net Worth..., Financial Planners, Financial Planning, Financial Services, Investments, Securities
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor's Degree, Psychology, Biological Sciences
Penn State University 2000 — 2001
Pre-Medicine/Pre-Medical Studies
U.S. Trust May 2015 - Present
H.D. Vest Financial Services October 2008 - May 2015
The Sharp Financial Group October 2008 - May 2015
Merrill Lynch 2005 - 2008
Wyeth 2004 - 2004
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 7, Retirement, Series 63, Series 66, Wealth, Strategic Financial..., 401k, Investment Advisory, Financial Advisory, Wealth Management..., Fixed Annuities, High Net Worth..., Financial Planners, Financial Planning, Financial Services, Investments, Securities
Education
Rutgers University-New Brunswick 2001 — 2005
Bachelor's Degree, Psychology, Biological Sciences
Penn State University 2000 — 2001
Pre-Medicine/Pre-Medical Studies
Chris Renner Chris Renner's Merrill Lynch Experience June 2003 - February 2009
Job Over 12 years of compliance experience
Industry Financial Services
Experience
Deutsche Bank Securities October 2010 - Present
Merrill Lynch June 2003 - February 2009
Merrill Lynch January 1998 - June 2003
Skills
Financial Analysis, Business Analysis, Customer Service, Analysis, Project Management, Management, Microsoft Word, Microsoft Excel, Financial Services, Leadership, Microsoft Office, Securities, Risk Management, PowerPoint, Regulatory Compliance, FINRA Registrations, NFA Registrations
Education
Penn State University 1993 — 1995
Deutsche Bank Securities October 2010 - Present
Merrill Lynch June 2003 - February 2009
Merrill Lynch January 1998 - June 2003
Skills
Financial Analysis, Business Analysis, Customer Service, Analysis, Project Management, Management, Microsoft Word, Microsoft Excel, Financial Services, Leadership, Microsoft Office, Securities, Risk Management, PowerPoint, Regulatory Compliance, FINRA Registrations, NFA Registrations
Education
Penn State University 1993 — 1995
Wesley Bolton Wesley Bolton's Merrill Lynch Experience February 2013 - June 2013
Job Commercial Real Estate Operations at JPMorgan Chase & Co.
Industry
Experience
JPMorgan Chase & Co. October 2013 - Present
Merrill Lynch February 2013 - June 2013
Cure Auto Insurance June 2012 - February 2013
Education
Penn State University 2006 — 2010
Legal Studies , Law
JPMorgan Chase & Co. October 2013 - Present
Merrill Lynch February 2013 - June 2013
Cure Auto Insurance June 2012 - February 2013
Education
Penn State University 2006 — 2010
Legal Studies , Law
Matthew Lifshotz Matthew Lifshotz's Merrill Lynch Experience April 2005 - December 2007
Job Director at CHOICE Financial Solutions
Industry Banking
Experience
CHOICE Financial Solutions April 2011 - Present
IDEON Financial Solutions April 2011 - Present
SmartPros Ltd. December 2007 - April 2011
Merrill Lynch April 2005 - December 2007
Skills
Financial Services, Start-ups, Business Strategy, Entrepreneurship, Banking, Sales Management, Marketing, New Business Development, Strategic Partnerships, Investments, Strategic Planning, Strategy, Contract Negotiation, CRM, Business Development, Training, Risk Management, Executive Management, Management Consulting, Business Planning, Project Planning, Marketing Solutions, Building Strategic..., Asset Management, Product Development, Integrated Marketing, Mergers & Acquisitions, Mobile Devices, Structured Products, Strategic Financial..., Leadership
Education
Penn State University
Bachelor of Science, Economics
CHOICE Financial Solutions April 2011 - Present
IDEON Financial Solutions April 2011 - Present
SmartPros Ltd. December 2007 - April 2011
Merrill Lynch April 2005 - December 2007
Skills
Financial Services, Start-ups, Business Strategy, Entrepreneurship, Banking, Sales Management, Marketing, New Business Development, Strategic Partnerships, Investments, Strategic Planning, Strategy, Contract Negotiation, CRM, Business Development, Training, Risk Management, Executive Management, Management Consulting, Business Planning, Project Planning, Marketing Solutions, Building Strategic..., Asset Management, Product Development, Integrated Marketing, Mergers & Acquisitions, Mobile Devices, Structured Products, Strategic Financial..., Leadership
Education
Penn State University
Bachelor of Science, Economics
Lihn Nguyen's Merrill Lynch Experience September 2013 - April 2015
Job Director of Business Development at Conway MacKenzie
Industry Financial Services
Experience
Conway MacKenzie, Inc. April 2015 - Present
Merrill Lynch September 2013 - April 2015
Merrill Lynch July 2011 - September 2013
Merrill Lynch June 2010 - August 2010
Penn State University May 2009 - May 2010
Borgata Hotel Casino & Spa May 2008 - July 2008
Skills
Financial Modeling, Investments, Project Planning, Strategy, Business Development, Equities, Management, Asset Allocation, Series 7, Financial Analysis, Valuation, Financial Services, Microsoft Office, Leadership, Risk Management, Fixed Income, Analysis, Alternative Investments, Microsoft Excel, Public Speaking, Finance, Portfolio Management
Education
Penn State University 2006 — 2010
Conway MacKenzie, Inc. April 2015 - Present
Merrill Lynch September 2013 - April 2015
Merrill Lynch July 2011 - September 2013
Merrill Lynch June 2010 - August 2010
Penn State University May 2009 - May 2010
Borgata Hotel Casino & Spa May 2008 - July 2008
Skills
Financial Modeling, Investments, Project Planning, Strategy, Business Development, Equities, Management, Asset Allocation, Series 7, Financial Analysis, Valuation, Financial Services, Microsoft Office, Leadership, Risk Management, Fixed Income, Analysis, Alternative Investments, Microsoft Excel, Public Speaking, Finance, Portfolio Management
Education
Penn State University 2006 — 2010
Heather Mansfield's Merrill Lynch Experience February 1998 - September 1999
Job Partner | Creative Director, Truth NYC
Industry Writing and Editing
Experience
Truth NYC June 2011 - Present
Brand Strategy and Content Development July 2006 - Present
Draft April 2003 - March 2006
Siegel & Gale April 2002 - April 2003
Scient September 1999 - March 2002
Merrill Lynch February 1998 - September 1999
Skills
Editing, Writing, Brochures, Online Advertising, Newsletters, Corporate Identity, Content Strategy, Copywriting, Social Media, Creative Strategy, Content Management, Creative Direction, Corporate Communications, New Media, Digital Strategy, Digital Branding, Social Media Marketing, Marketing Communications, Digital Marketing, Brand Development, Email Marketing, SEO, Direct Mail, Blogging, Internal Communications, Online Marketing, User Experience, Integrated Marketing, Web Content, Interactive Advertising, Marketing, Press Releases
Education
Penn State University 1996 — 1998
Masters, English
Rutgers University-New Brunswick 1988 — 1992
BA, English
Truth NYC June 2011 - Present
Brand Strategy and Content Development July 2006 - Present
Draft April 2003 - March 2006
Siegel & Gale April 2002 - April 2003
Scient September 1999 - March 2002
Merrill Lynch February 1998 - September 1999
Skills
Editing, Writing, Brochures, Online Advertising, Newsletters, Corporate Identity, Content Strategy, Copywriting, Social Media, Creative Strategy, Content Management, Creative Direction, Corporate Communications, New Media, Digital Strategy, Digital Branding, Social Media Marketing, Marketing Communications, Digital Marketing, Brand Development, Email Marketing, SEO, Direct Mail, Blogging, Internal Communications, Online Marketing, User Experience, Integrated Marketing, Web Content, Interactive Advertising, Marketing, Press Releases
Education
Penn State University 1996 — 1998
Masters, English
Rutgers University-New Brunswick 1988 — 1992
BA, English
David Herel's Merrill Lynch Experience May 2009 - August 2009
Job Crude Oil & Energy Derivatives at Tullett Prebon
Industry Oil & Energy
Experience
Tullett Prebon/ ICAP/ Louis Capital Markets December 2010 - Present
Lynx Capital January 2010 - December 2010
Merrill Lynch May 2009 - August 2009
Skills
Trading, Trading Strategies, Equity Derivatives, Options, Equities, Commodity Markets
Education
Penn State University 2006 — 2009
B.S., Finance
Tullett Prebon/ ICAP/ Louis Capital Markets December 2010 - Present
Lynx Capital January 2010 - December 2010
Merrill Lynch May 2009 - August 2009
Skills
Trading, Trading Strategies, Equity Derivatives, Options, Equities, Commodity Markets
Education
Penn State University 2006 — 2009
B.S., Finance
Gopi Patel (Desai)'s Merrill Lynch Experience June 2010 - September 2010
Job Accounting Analyst/Financial Analyst
Industry Financial Services
Experience
SEI December 2010 - July 2014
Merrill Lynch June 2010 - September 2010
General Dynamics 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Sunguard, Enterprise Software, Trust, Bloomberg Terminal, Accounting, Financial Accounting, Account Reconciliation, Financial Statements, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor's Degree, Finance
The Maharaja Sayajirao University of Baroda
Bachelor's Degree, Accounting
SEI December 2010 - July 2014
Merrill Lynch June 2010 - September 2010
General Dynamics 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Sunguard, Enterprise Software, Trust, Bloomberg Terminal, Accounting, Financial Accounting, Account Reconciliation, Financial Statements, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor's Degree, Finance
The Maharaja Sayajirao University of Baroda
Bachelor's Degree, Accounting
Jennifer Picache Jennifer Picache's Merrill Lynch Experience June 2011 - August 2011
Job Associate Institutional, Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
The Walt Disney Company October 2014 - August 2015
PNC June 2014 - September 2014
The Walt Disney Company January 2014 - June 2014
Merrill Lynch June 2011 - August 2011
Skills
Leadership, Program Management, Auditing, PeopleSoft, Payroll, Microsoft Excel, Microsoft Office, Innovation, Creativity, Invoicing, Microsoft Word, Social Media, Outstanding..., SAP HR, Event Planning, Highly detail oriented, Customer Service, PowerPoint, Access Database, Research, ADP ReportSmith, Confidentiality, Motivation, Organization, Economics, International Economics, Facebook, LinkedIn, Teamwork, Public Speaking, Management, Time Management
Education
Penn State University 2009 — 2013
Bachelor of Arts, Economics
Fort Lee High School 2005 — 2009
Charles Schwab March 2015 - Present
The Walt Disney Company October 2014 - August 2015
PNC June 2014 - September 2014
The Walt Disney Company January 2014 - June 2014
Merrill Lynch June 2011 - August 2011
Skills
Leadership, Program Management, Auditing, PeopleSoft, Payroll, Microsoft Excel, Microsoft Office, Innovation, Creativity, Invoicing, Microsoft Word, Social Media, Outstanding..., SAP HR, Event Planning, Highly detail oriented, Customer Service, PowerPoint, Access Database, Research, ADP ReportSmith, Confidentiality, Motivation, Organization, Economics, International Economics, Facebook, LinkedIn, Teamwork, Public Speaking, Management, Time Management
Education
Penn State University 2009 — 2013
Bachelor of Arts, Economics
Fort Lee High School 2005 — 2009
Maya Silvis Maya Silvis's Merrill Lynch Experience 2001 - 2001
Job Assistant Credit Manager at First Hope Bank
Industry Banking
Experience
First Hope Bank October 2013 - Present
Wells Fargo January 2013 - September 2013
Cambridge Trust Company May 2005 - January 2013
Crate and Barrel 2011 - 2011
South Shore Savings Bank August 2004 - May 2005
UnitedTrust Bank December 2002 - April 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Banking, Loans, Analysis, Cash Flow, Financial Analysis, Excel, Credit Analysis, Microsoft Office, Credit Risk, Stress Testing, Commercial Lending, Accounting, Financial Services, Management, Microsoft Excel, Financial Modeling, Finance, Commercial Banking
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Concentration Finance
Penn State University 1998 — 2001
BS, Finance and International Business
First Hope Bank October 2013 - Present
Wells Fargo January 2013 - September 2013
Cambridge Trust Company May 2005 - January 2013
Crate and Barrel 2011 - 2011
South Shore Savings Bank August 2004 - May 2005
UnitedTrust Bank December 2002 - April 2004
Merrill Lynch 2001 - 2001
Skills
Credit, Banking, Loans, Analysis, Cash Flow, Financial Analysis, Excel, Credit Analysis, Microsoft Office, Credit Risk, Stress Testing, Commercial Lending, Accounting, Financial Services, Management, Microsoft Excel, Financial Modeling, Finance, Commercial Banking
Education
Suffolk University - Sawyer Business School 2005 — 2007
MBA, Concentration Finance
Penn State University 1998 — 2001
BS, Finance and International Business
Emily (Sallack) Nieves Emily (Sallack) Nieves's Merrill Lynch Experience September 2005 - February 2006
Job Manager, Corporate FP&A at Fresenius Vascular Care
Industry Hospital & Health Care
Experience
Fresenius Vascular Care November 2014 - Present
Fresenius Vascular Care January 2014 - November 2014
The North Face March 2012 - December 2013
The North Face January 2010 - February 2012
The North Face June 2006 - January 2010
Merrill Lynch September 2005 - February 2006
Ameriprise Financial June 2004 - August 2005
Skills
Forecasting, Budget, Analysis, Operating Expenses, Revenue Forecasting, Business Partner Support, Strategic Planning, Data Modeling, Excel, Access, SAP, Financial Forecasting, Analytics, Budgets
Education
Penn State University 2000 — 2004
B.A., International Politics
Fresenius Vascular Care November 2014 - Present
Fresenius Vascular Care January 2014 - November 2014
The North Face March 2012 - December 2013
The North Face January 2010 - February 2012
The North Face June 2006 - January 2010
Merrill Lynch September 2005 - February 2006
Ameriprise Financial June 2004 - August 2005
Skills
Forecasting, Budget, Analysis, Operating Expenses, Revenue Forecasting, Business Partner Support, Strategic Planning, Data Modeling, Excel, Access, SAP, Financial Forecasting, Analytics, Budgets
Education
Penn State University 2000 — 2004
B.A., International Politics
Vincent Amendolare's Merrill Lynch Experience June 2011 - August 2011
Job Teach For America Teacher at Marlboro County High School
Industry Education Management
Experience
Teach For America May 2012 - Present
The White House May 2013 - August 2013
Lion Ambassadors December 2012 - February 2013
Theta Delta Chi January 2009 - February 2012
Order of Omega April 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Lion Ambassadors April 2010 - April 2011
Theta Delta Chi February 2010 - December 2010
Theta Delta Chi February 2009 - December 2009
Education
Penn State University 2008 — 2012
BS, Finance
Hillsborough High School 2004 — 2008
High School Diploma
Teach For America May 2012 - Present
The White House May 2013 - August 2013
Lion Ambassadors December 2012 - February 2013
Theta Delta Chi January 2009 - February 2012
Order of Omega April 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Lion Ambassadors April 2010 - April 2011
Theta Delta Chi February 2010 - December 2010
Theta Delta Chi February 2009 - December 2009
Education
Penn State University 2008 — 2012
BS, Finance
Hillsborough High School 2004 — 2008
High School Diploma
Nicholas Melchionna Nicholas Melchionna's Merrill Lynch Experience May 2008 - August 2008
Job S&OP Analyst at Caterpillar Inc.
Industry Logistics and Supply Chain
Experience
Caterpillar Inc. June 2013 - Present
Caterpillar Inc. July 2012 - June 2013
Caterpillar Inc. June 2011 - July 2012
Georgia-Pacific LLC June 2010 - December 2010
Hamilton Sundstrand June 2009 - January 2010
Merrill Lynch May 2008 - August 2008
Skills
SAP, Continuous Improvement, Excel, Supply Chain Management, Supply Chain, Inventory Management, Logistics, MRP, Microsoft Office, Problem Solving, Data Analysis, Procurement, Program Management, Microsoft Excel, Lean Manufacturing, Project Planning
Education
Penn State University 2006 — 2011
Bachelor of Sciences, Major: Supply Chain and Information Systems, Minor: Informatin Systems Management
Caterpillar Inc. June 2013 - Present
Caterpillar Inc. July 2012 - June 2013
Caterpillar Inc. June 2011 - July 2012
Georgia-Pacific LLC June 2010 - December 2010
Hamilton Sundstrand June 2009 - January 2010
Merrill Lynch May 2008 - August 2008
Skills
SAP, Continuous Improvement, Excel, Supply Chain Management, Supply Chain, Inventory Management, Logistics, MRP, Microsoft Office, Problem Solving, Data Analysis, Procurement, Program Management, Microsoft Excel, Lean Manufacturing, Project Planning
Education
Penn State University 2006 — 2011
Bachelor of Sciences, Major: Supply Chain and Information Systems, Minor: Informatin Systems Management
Cornell Fields Cornell Fields's Merrill Lynch Experience February 2007 - July 2009
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Merrill Lynch February 2007 - July 2009
Skills
Investments, Portfolio Management, Finance, Mutual Funds, CRM, Management, Retirement Planning, Leadership, Analysis, Asset Allocation, Accounting, Strategic Financial..., Relationship Management, Microsoft Excel, Financial Analysis, Series 63, Cash Management, Series 7, Financial Planning
Education
Penn State University
Master of Science (M.S.), Finance
Penn State University
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-Newark
M.A., History
William Paterson University of New Jersey
Bachelor's degree
Vanguard April 2011 - Present
Merrill Lynch February 2007 - July 2009
Skills
Investments, Portfolio Management, Finance, Mutual Funds, CRM, Management, Retirement Planning, Leadership, Analysis, Asset Allocation, Accounting, Strategic Financial..., Relationship Management, Microsoft Excel, Financial Analysis, Series 63, Cash Management, Series 7, Financial Planning
Education
Penn State University
Master of Science (M.S.), Finance
Penn State University
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-Newark
M.A., History
William Paterson University of New Jersey
Bachelor's degree
Alice Sim Benson's Merrill Lynch Experience January 2007 - May 2007
Job MBA
Industry Market Research
Experience
K2M July 2015 - Present
PwC December 2013 - June 2015
Primatics Financial May 2010 - December 2013
PNC Financial Services Group July 2008 - April 2010
Univera Healthcare June 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Ingram Micro December 2005 - July 2006
Skills
Access, SQL, Banking, Accounting, Databases, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Leadership, Finance, Microsoft Excel, Internal Audit, Account Reconciliation, Business Analysis
Education
Penn State University 2007 — 2008
MBA
University at Buffalo 2003 — 2007
BS
K2M July 2015 - Present
PwC December 2013 - June 2015
Primatics Financial May 2010 - December 2013
PNC Financial Services Group July 2008 - April 2010
Univera Healthcare June 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Ingram Micro December 2005 - July 2006
Skills
Access, SQL, Banking, Accounting, Databases, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Leadership, Finance, Microsoft Excel, Internal Audit, Account Reconciliation, Business Analysis
Education
Penn State University 2007 — 2008
MBA
University at Buffalo 2003 — 2007
BS
Vinay Ayala Vinay Ayala's Merrill Lynch Experience May 2008 - August 2008
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Jonathan Wyss Jonathan Wyss's Merrill Lynch Experience July 2005 - July 2007
Job Three Bays Capital LP
Industry Investment Management
Experience
Three Bays Capital LP September 2013 - Present
Fir Tree Partners September 2009 - March 2013
Apax Partners August 2007 - September 2009
Merrill Lynch July 2005 - July 2007
Merrill Lynch May 2004 - August 2004
Education
Penn State University 2001 — 2005
BS, Finance / Accounting
Three Bays Capital LP September 2013 - Present
Fir Tree Partners September 2009 - March 2013
Apax Partners August 2007 - September 2009
Merrill Lynch July 2005 - July 2007
Merrill Lynch May 2004 - August 2004
Education
Penn State University 2001 — 2005
BS, Finance / Accounting
Don Sullivan Don Sullivan's Merrill Lynch Experience March 2015 - Present
Job Assistant Vice President Dedicated Market Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch February 2013 - March 2015
Vanguard June 2012 - February 2013
OppenheimerFunds May 2011 - August 2011
Skills
Financial Analysis, Series 7, Series 63, Series 66, Independent Financial..., Entrepreneurial Finance
Education
Penn State University 2008 — 2012
Undergraduate, Business Management
University of Limerick
Merrill Lynch March 2015 - Present
Merrill Lynch February 2013 - March 2015
Vanguard June 2012 - February 2013
OppenheimerFunds May 2011 - August 2011
Skills
Financial Analysis, Series 7, Series 63, Series 66, Independent Financial..., Entrepreneurial Finance
Education
Penn State University 2008 — 2012
Undergraduate, Business Management
University of Limerick
Jeff Drost's Merrill Lynch Experience May 2004 - January 2006
Job Senior Staff Software Engineer at Google Inc.
Industry Computer Software
Experience
Google Inc. July 2007 - Present
Drost Consulting, LLC September 2001 - July 2007
Automatic Data Processing March 2006 - June 2007
Merrill Lynch May 2004 - January 2006
IN Demand June 2003 - May 2004
FYI Technology Solutions June 2003 - May 2004
Sony Music March 2001 - June 2003
AIG September 2001 - June 2002
Entology February 2001 - September 2001
marchFIRST 1999 - 2000
Skills
Software Development, Software Design, Online Advertising, Java, Distributed Systems, Software Engineering, Java Enterprise Edition, Linux, Python, Mobile Applications, Spring, Scalability, Git, Perl, Web Applications, Object Oriented Design
Education
Pennsylvania State University 1994 — 1998
BS, Computer Science and Engineering
Google Inc. July 2007 - Present
Drost Consulting, LLC September 2001 - July 2007
Automatic Data Processing March 2006 - June 2007
Merrill Lynch May 2004 - January 2006
IN Demand June 2003 - May 2004
FYI Technology Solutions June 2003 - May 2004
Sony Music March 2001 - June 2003
AIG September 2001 - June 2002
Entology February 2001 - September 2001
marchFIRST 1999 - 2000
Skills
Software Development, Software Design, Online Advertising, Java, Distributed Systems, Software Engineering, Java Enterprise Edition, Linux, Python, Mobile Applications, Spring, Scalability, Git, Perl, Web Applications, Object Oriented Design
Education
Pennsylvania State University 1994 — 1998
BS, Computer Science and Engineering
Anthony Recalde's Merrill Lynch Experience May 2001 - August 2001
Job Associate Director, Market Research, Oncology at Merck
Industry Pharmaceuticals
Experience
Merck May 2015 - Present
Johnson & Johnson January 2014 - April 2015
Merck May 2012 - January 2014
Merck November 2011 - May 2012
Merck February 2008 - November 2011
IKEA January 2006 - February 2008
Unilever June 2004 - January 2006
DuPont January 2003 - August 2003
Merrill Lynch May 2001 - August 2001
Skills
Market Research, Pharmaceutical Industry, Vaccines, Diabetes, Quantitative Research, Forecasting, Infectious Diseases, Market Analysis, Qualitative Research, Segmentation, Leadership, Product Launch, Ethnography, Project Management, Analysis, Therapeutic Areas, Specialty Pharmaceutical, Biologics, Secondary Data Analysis, Psoriatic Arthritis, Psoriasis, ROI Management, Global Strategy, Strategic Thinking, Biotechnology, Rheumatology, Dermatology, Consumer Goods, Usability Testing, Biosimilars
Education
Pennsylvania State University 1999 — 2004
Management Sci. & Info. Systems, Smeal College of Business
Temple University - Fox School of Business and Management 2010 — 2013
MBA, Concentration in Marketing and Strategy
Universidad de Salamanca 2002 — 2002
Minor in Spanish
Merck May 2015 - Present
Johnson & Johnson January 2014 - April 2015
Merck May 2012 - January 2014
Merck November 2011 - May 2012
Merck February 2008 - November 2011
IKEA January 2006 - February 2008
Unilever June 2004 - January 2006
DuPont January 2003 - August 2003
Merrill Lynch May 2001 - August 2001
Skills
Market Research, Pharmaceutical Industry, Vaccines, Diabetes, Quantitative Research, Forecasting, Infectious Diseases, Market Analysis, Qualitative Research, Segmentation, Leadership, Product Launch, Ethnography, Project Management, Analysis, Therapeutic Areas, Specialty Pharmaceutical, Biologics, Secondary Data Analysis, Psoriatic Arthritis, Psoriasis, ROI Management, Global Strategy, Strategic Thinking, Biotechnology, Rheumatology, Dermatology, Consumer Goods, Usability Testing, Biosimilars
Education
Pennsylvania State University 1999 — 2004
Management Sci. & Info. Systems, Smeal College of Business
Temple University - Fox School of Business and Management 2010 — 2013
MBA, Concentration in Marketing and Strategy
Universidad de Salamanca 2002 — 2002
Minor in Spanish
Michelle Thompson-Dolberry's Merrill Lynch Experience 2002 - 2003
Job Content Marketer, Engagement Specialist and Chief Fire Starter at EMDO Enterprises
Industry Management Consulting
Experience
American Express OPEN 2012 - Present
NYC Department of Small Business Services January 2012 - Present
EMDO Enterprises 2010 - Present
American Express OPEN 2006 - 2010
American Express 2003 - 2006
Merrill Lynch 2002 - 2003
Credit Suisse First Boston 1999 - 2002
Societe Generale 1996 - 1999
Skills
Public Speaking, Strategy, Strategic Planning, Program Management, Change Management, Non-profits, Employee Engagement, Leadership Development, Talent Management, Organizational..., Nonprofits, Event Management, Budgets, Human Resources, Management, Marketing, Business Development, Start-ups, Consulting, Team Building, Employee Relations, Strategic Partnerships, Leadership, Entrepreneurship, Organizational..., Small Business, Community Outreach, Business Strategy, Marketing Strategy, Management Consulting, Strategic Communications, Business Planning, Training
Education
University of Pennsylvania 1991 — 1995
BA, French
Penn State University 2006 — 2008
MBA
American Express OPEN 2012 - Present
NYC Department of Small Business Services January 2012 - Present
EMDO Enterprises 2010 - Present
American Express OPEN 2006 - 2010
American Express 2003 - 2006
Merrill Lynch 2002 - 2003
Credit Suisse First Boston 1999 - 2002
Societe Generale 1996 - 1999
Skills
Public Speaking, Strategy, Strategic Planning, Program Management, Change Management, Non-profits, Employee Engagement, Leadership Development, Talent Management, Organizational..., Nonprofits, Event Management, Budgets, Human Resources, Management, Marketing, Business Development, Start-ups, Consulting, Team Building, Employee Relations, Strategic Partnerships, Leadership, Entrepreneurship, Organizational..., Small Business, Community Outreach, Business Strategy, Marketing Strategy, Management Consulting, Strategic Communications, Business Planning, Training
Education
University of Pennsylvania 1991 — 1995
BA, French
Penn State University 2006 — 2008
MBA
Ray Shehata's Merrill Lynch Experience 1994 - 2005
Job Director at ISG Financial Services
Industry Outsourcing/Offshoring
Experience
ISG (Formerly TPI) September 2005 - Present
Merrill Lynch 1994 - 2005
Skills
Outsourcing, Strategy, Project Portfolio..., Business Process, Financial Services, PMO, Shared Services, Risk Management, Vendor Management, Business Process..., Offshoring, Business Transformation, Management Consulting, Information Technology, BPO, Program Management, Service Delivery, CRM, IT Outsourcing, IT Strategy, Transition Management, Business Process..., Governance, IT Service Management, IT Transformation, Consulting, Professional Services, Outsourcing Management, Global Delivery, Executive Management
Education
Pennsylvania State University-Great Valley Graduate Center 1990 — 1994
Penn State University
ISG (Formerly TPI) September 2005 - Present
Merrill Lynch 1994 - 2005
Skills
Outsourcing, Strategy, Project Portfolio..., Business Process, Financial Services, PMO, Shared Services, Risk Management, Vendor Management, Business Process..., Offshoring, Business Transformation, Management Consulting, Information Technology, BPO, Program Management, Service Delivery, CRM, IT Outsourcing, IT Strategy, Transition Management, Business Process..., Governance, IT Service Management, IT Transformation, Consulting, Professional Services, Outsourcing Management, Global Delivery, Executive Management
Education
Pennsylvania State University-Great Valley Graduate Center 1990 — 1994
Penn State University
Annie John's Merrill Lynch Experience January 1997 - October 1999
Job Management Consultant
Industry Information Technology and Services
Experience
Centerline Partners September 2014 - Present
Accenture June 2006 - June 2014
Hewitt Associates 2001 - 2006
Merrill Lynch January 1997 - October 1999
Skills
Software Project..., Strategic Planning, Requirements Analysis, IT Strategy, Solution Architecture, SDLC, Requirements Gathering, Business Process Design, Business Analysis, Integration, Business Process, Management, Project Management, Consulting, Program Management, Business Intelligence, Business Process..., Process Improvement, Management Consulting, Vendor Management, Software Development, Visio
Education
Pennsylvania State University-Great Valley Graduate Center 1997 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1989 — 1993
BS, Quantitative Business Analysis
Centerline Partners September 2014 - Present
Accenture June 2006 - June 2014
Hewitt Associates 2001 - 2006
Merrill Lynch January 1997 - October 1999
Skills
Software Project..., Strategic Planning, Requirements Analysis, IT Strategy, Solution Architecture, SDLC, Requirements Gathering, Business Process Design, Business Analysis, Integration, Business Process, Management, Project Management, Consulting, Program Management, Business Intelligence, Business Process..., Process Improvement, Management Consulting, Vendor Management, Software Development, Visio
Education
Pennsylvania State University-Great Valley Graduate Center 1997 — 2000
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1989 — 1993
BS, Quantitative Business Analysis
Michelle Scuorzo's Merrill Lynch Experience May 2004 - August 2004
Job Financial Analyst at GSA
Industry Government Administration
Experience
General Services Administration July 2005 - Present
Merrill Lynch May 2004 - August 2004
Credit Suisse First Boston May 2002 - August 2002
Skills
Financial Analysis, Financial Reporting, Data Analysis, Budgeting, Revenue Forecasting
Education
Penn State University 2001 — 2005
Bachelor's degree, Finance, General
General Services Administration July 2005 - Present
Merrill Lynch May 2004 - August 2004
Credit Suisse First Boston May 2002 - August 2002
Skills
Financial Analysis, Financial Reporting, Data Analysis, Budgeting, Revenue Forecasting
Education
Penn State University 2001 — 2005
Bachelor's degree, Finance, General
Katie Fitch (Shimp)'s Merrill Lynch Experience 2001 - 2002
Job Marketing Professional
Industry Marketing and Advertising
Experience
Keenan Motors May 2010 - Present
Thomas J. Paul, Inc. April 2009 - April 2010
Wellington Management Company, LLP April 2002 - June 2008
Merrill Lynch 2001 - 2002
Education
Penn State University 1997 — 2001
The University of Manchester 2000 — 2000
Keenan Motors May 2010 - Present
Thomas J. Paul, Inc. April 2009 - April 2010
Wellington Management Company, LLP April 2002 - June 2008
Merrill Lynch 2001 - 2002
Education
Penn State University 1997 — 2001
The University of Manchester 2000 — 2000
Courtney Hogan's Merrill Lynch Experience February 2010 - Present
Job Manager of Strategy and Communications for Competitive Financial Advisor Recruiting
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Merrill Lynch July 2007 - February 2010
Education
Penn State University 1997 — 2001
BS, Finance and Economics
Merrill Lynch February 2010 - Present
Merrill Lynch July 2007 - February 2010
Education
Penn State University 1997 — 2001
BS, Finance and Economics
Howie Kapp's Merrill Lynch Experience 1996 - 2001
Job VPSales at General Container
Industry Packaging and Containers
Experience
General Container 2005 - Present
Morgan Stanley Smith Barney 2001 - 2005
Merrill Lynch 1996 - 2001
Skills
Sales, Financial Analysis, Sales Management, Negotiation, Strategic Planning, Investments, New Business Development, Team Building, Budgets, Start-ups, Strategic Partnerships, Account Management, Process Improvement, Contract Negotiation, Product Development, Marketing, Business Planning, International Sales, Key Account Management, Competitive Analysis, Solution Selling, Inventory Management, Asset Management, Selling, Business Strategy, Business Development
Education
Penn State University 1991 — 1995
Finance, Finance, Economics
Marlboro High School
General Container 2005 - Present
Morgan Stanley Smith Barney 2001 - 2005
Merrill Lynch 1996 - 2001
Skills
Sales, Financial Analysis, Sales Management, Negotiation, Strategic Planning, Investments, New Business Development, Team Building, Budgets, Start-ups, Strategic Partnerships, Account Management, Process Improvement, Contract Negotiation, Product Development, Marketing, Business Planning, International Sales, Key Account Management, Competitive Analysis, Solution Selling, Inventory Management, Asset Management, Selling, Business Strategy, Business Development
Education
Penn State University 1991 — 1995
Finance, Finance, Economics
Marlboro High School
Phil Stern, CAIA's Merrill Lynch Experience January 2010 - Present
Job Director, Alternative Investments Sales Desk Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2010 - Present
Merrill Lynch January 2008 - December 2010
Merrill Lynch January 2007 - December 2007
Merrill Lynch February 2004 - December 2004
Merrill Lynch June 2003 - January 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Equities, Salesforce.com, Asset Allocation, Fixed Income, Investments, Strategy, Mutual Funds, Series 63, Wealth Management, Private Equity, Asset Managment, Analytics, Investment Strategies, Portfolio Management, Securities, Asset Management
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Management Science & Information Systems
Merrill Lynch January 2010 - Present
Merrill Lynch January 2008 - December 2010
Merrill Lynch January 2007 - December 2007
Merrill Lynch February 2004 - December 2004
Merrill Lynch June 2003 - January 2004
Skills
Alternative Investments, Series 7, Hedge Funds, Equities, Salesforce.com, Asset Allocation, Fixed Income, Investments, Strategy, Mutual Funds, Series 63, Wealth Management, Private Equity, Asset Managment, Analytics, Investment Strategies, Portfolio Management, Securities, Asset Management
Education
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Management Science & Information Systems
Harold Cawley's Merrill Lynch Experience July 1998 - February 2004
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch July 1998 - February 2004
Fleet Bank January 1996 - July 1998
Medi-Dent Supply, Inc. February 1995 - January 1996
Granada Hospital Group, Inc 1987 - 1995
Skills
General Ledger, Internal Controls, Accounts Receivable, Accounts Payable, Analysis
Education
Pennsylvania State University
B.S., Marketing
Merrill Lynch July 1998 - February 2004
Fleet Bank January 1996 - July 1998
Medi-Dent Supply, Inc. February 1995 - January 1996
Granada Hospital Group, Inc 1987 - 1995
Skills
General Ledger, Internal Controls, Accounts Receivable, Accounts Payable, Analysis
Education
Pennsylvania State University
B.S., Marketing
Phillip Wiest's Merrill Lynch Experience 1999 - 2007
Job VP, Relationship Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial November 2012 - Present
JPMorgan February 2007 - November 2012
Merrill Lynch 1999 - 2007
GMAC-RFC 1996 - 1999
Skills
401k, Defined Benefit, Retirement Plan..., Investments, Retirement, ERISA, Mutual Funds, Pensions, Retirement Planning, IRAs, Profit Sharing, Employee Benefits, Defined Contribution, Risk Management, Mergers, Asset Allocation, Securities, FINRA, Relationship Management
Education
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Communications / Media Theory & Research
BOK Financial November 2012 - Present
JPMorgan February 2007 - November 2012
Merrill Lynch 1999 - 2007
GMAC-RFC 1996 - 1999
Skills
401k, Defined Benefit, Retirement Plan..., Investments, Retirement, ERISA, Mutual Funds, Pensions, Retirement Planning, IRAs, Profit Sharing, Employee Benefits, Defined Contribution, Risk Management, Mergers, Asset Allocation, Securities, FINRA, Relationship Management
Education
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Communications / Media Theory & Research
Luis A. Gomez, CFS®'s Merrill Lynch Experience 1993 - 2000
Job V.P. Marketing and Digital Strategy at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Performance Soccer LLC April 2009 - Present
Jackson National Life Distributors LLC April 2005 - Present
Jackson National Life September 2002 - April 2005
T. Rowe Price 2000 - 2002
Merrill Lynch 1993 - 2000
Skills
Investments, Marketing Strategy, New Business Development, Marketing Communications, Business Strategy, Market Research, Brand Development, Competitive Analysis, Strategic Planning, Product Development, Mutual Funds, Alternative Investments, Product Management, Spanish, Promotions, Budgeting, Player Development, Business Planning, Soccer Coaching, Club Management, Sports Marketing, Soccer Marketing, Management, Social Media Marketing, Integrated Marketing, Business Development, Marketing, Marketing Management, Product Marketing, Sales, Sales Operations, Entrepreneurship, Coaching, Program Management, Project Management, Financial Services, Project Planning, Email Marketing, Direct Marketing, Fixed Annuities, Sponsorship, Retirement, Portfolio Management, Strategy
Education
Penn State University 1988 — 1992
BA, Economics & International Business
Performance Soccer LLC April 2009 - Present
Jackson National Life Distributors LLC April 2005 - Present
Jackson National Life September 2002 - April 2005
T. Rowe Price 2000 - 2002
Merrill Lynch 1993 - 2000
Skills
Investments, Marketing Strategy, New Business Development, Marketing Communications, Business Strategy, Market Research, Brand Development, Competitive Analysis, Strategic Planning, Product Development, Mutual Funds, Alternative Investments, Product Management, Spanish, Promotions, Budgeting, Player Development, Business Planning, Soccer Coaching, Club Management, Sports Marketing, Soccer Marketing, Management, Social Media Marketing, Integrated Marketing, Business Development, Marketing, Marketing Management, Product Marketing, Sales, Sales Operations, Entrepreneurship, Coaching, Program Management, Project Management, Financial Services, Project Planning, Email Marketing, Direct Marketing, Fixed Annuities, Sponsorship, Retirement, Portfolio Management, Strategy
Education
Penn State University 1988 — 1992
BA, Economics & International Business
Christine Matos's Merrill Lynch Experience October 2010 - Present
Job Major Gifts Officer at Fordham University
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Merrill Edge September 2007 - October 2010
Chrysler Financial June 2005 - May 2007
Chrysler Financial June 2004 - June 2005
Chrysler Financial January 2004 - June 2004
Chrysler Financial October 2002 - January 2004
Chrysler Financial June 2001 - August 2001
Toys R Us June 2000 - August 2000
Skills
Finance, Series 7, Retirement Planning, Credit, Management, CRM, Retirement, 401k, FINRA, Customer Service, Portfolio Management, Investments, Financial Analysis, Spanish, Strategic Planning, Risk Management, Operations Management, Uniform Combined State..., Strategic Financial..., Mutual Funds, Banking, Financial Services, Relationship Management, Loans, Analysis
Education
Penn State University 1998 — 2002
BS, Management - Minors in Information Systems and Statistical Analysis
Merrill Lynch October 2010 - Present
Merrill Edge September 2007 - October 2010
Chrysler Financial June 2005 - May 2007
Chrysler Financial June 2004 - June 2005
Chrysler Financial January 2004 - June 2004
Chrysler Financial October 2002 - January 2004
Chrysler Financial June 2001 - August 2001
Toys R Us June 2000 - August 2000
Skills
Finance, Series 7, Retirement Planning, Credit, Management, CRM, Retirement, 401k, FINRA, Customer Service, Portfolio Management, Investments, Financial Analysis, Spanish, Strategic Planning, Risk Management, Operations Management, Uniform Combined State..., Strategic Financial..., Mutual Funds, Banking, Financial Services, Relationship Management, Loans, Analysis
Education
Penn State University 1998 — 2002
BS, Management - Minors in Information Systems and Statistical Analysis
Mark A. Benson, MBA's Merrill Lynch Experience May 2003 - May 2006
Job Managing Director, Benmar Capital Management
Industry Investment Management
Experience
Mattmark Drilling Company January 2011 - Present
Benmar Capital Management 2010 - Present
Merrill Lynch May 2003 - May 2006
Skills
Energy Industry, Petroleum, Drilling, Mergers & Acquisitions, Joint Ventures, Mineral Exploration, Finance, Marketing, Budgets, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Sales, Strategic Planning
Education
Penn State University 2008 — 2010
MBA, Finance
Penn State University 1995 — 2000
B.S., Marketing
Mattmark Drilling Company January 2011 - Present
Benmar Capital Management 2010 - Present
Merrill Lynch May 2003 - May 2006
Skills
Energy Industry, Petroleum, Drilling, Mergers & Acquisitions, Joint Ventures, Mineral Exploration, Finance, Marketing, Budgets, Financial Analysis, Financial Modeling, Investments, Management, Portfolio Management, Sales, Strategic Planning
Education
Penn State University 2008 — 2010
MBA, Finance
Penn State University 1995 — 2000
B.S., Marketing
Daryl Milliner's Merrill Lynch Experience December 1979 - April 1987
Job Traditional + New & Emerging Media Solutions
Industry Marketing and Advertising
Experience
Media World International / Entertainment Communications, LLC March 2008 - Present
Media World International July 2004 - Present
RCSG, LLC 1990 - Present
RCS, INC 1979 - Present
National Fatherhood Initiative January 2001 - February 2002
Small Seeds Development January 2000 - January 2001
Shearson Lehman Brothers April 1987 - August 1989
Merrill Lynch December 1979 - April 1987
Skills
Team Leadership, Strategic Planning, Problem Solving, Business Ethics, Public Relations, Customer Relations, Market Research, Media Relations, Team Building, Team Management, Youth Development, Youth Marketing, Youth Work, Innovation, Internet, Online Marketing, Operations Management, Organizational..., Optimization, Microsoft Office, PowerPoint, Planning, Product Development, Advertising, Accounting, SEO, Social Media, Web Design, Web Development, Fundraising, Graphic Design, Grant Writing, Hiring, Key Account Management, Knowledge Management, Leadership Development, Change Management, Coaching, Business Planning, Business Management, Non-profits, New Business Development, Marketing Communications, Marketing Strategy, Small Business, Manufacturing, Social Media Marketing, Public Speaking, Strategy Development, Business Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2000
Certificate, Business Development
Donald T. Regan School of Advanced Financial Management 1981 — 1983
Certificate, Finance/Financial Management/Risk Management
Penn State University 1971 — 1975
BS, HHS/Pre-med
Penn State University 1971 — 1975
Bachelor of Science (B.Sc.), Pre-M ed & Health & Human Services
Penn State University
Bachelor of Science (B.Sc.), Pre-Med & Health & Human Services
Media World International / Entertainment Communications, LLC March 2008 - Present
Media World International July 2004 - Present
RCSG, LLC 1990 - Present
RCS, INC 1979 - Present
National Fatherhood Initiative January 2001 - February 2002
Small Seeds Development January 2000 - January 2001
Shearson Lehman Brothers April 1987 - August 1989
Merrill Lynch December 1979 - April 1987
Skills
Team Leadership, Strategic Planning, Problem Solving, Business Ethics, Public Relations, Customer Relations, Market Research, Media Relations, Team Building, Team Management, Youth Development, Youth Marketing, Youth Work, Innovation, Internet, Online Marketing, Operations Management, Organizational..., Optimization, Microsoft Office, PowerPoint, Planning, Product Development, Advertising, Accounting, SEO, Social Media, Web Design, Web Development, Fundraising, Graphic Design, Grant Writing, Hiring, Key Account Management, Knowledge Management, Leadership Development, Change Management, Coaching, Business Planning, Business Management, Non-profits, New Business Development, Marketing Communications, Marketing Strategy, Small Business, Manufacturing, Social Media Marketing, Public Speaking, Strategy Development, Business Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2000
Certificate, Business Development
Donald T. Regan School of Advanced Financial Management 1981 — 1983
Certificate, Finance/Financial Management/Risk Management
Penn State University 1971 — 1975
BS, HHS/Pre-med
Penn State University 1971 — 1975
Bachelor of Science (B.Sc.), Pre-M ed & Health & Human Services
Penn State University
Bachelor of Science (B.Sc.), Pre-Med & Health & Human Services
Siobhan S. Cummings's Merrill Lynch Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Edelman Financial Services January 2014 - February 2015
Edelman Financial Services January 2010 - January 2014
Bernstein Global Wealth Management May 2002 - January 2010
Skills
Wealth Management, Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Asset Allocation, Investment Advisory, Equities, Investment Management, Financial Planning, Securities, Financial Analysis, Financial Services, Finance, Management, Retirement Planning
Education
Penn State University
BS Financie, Finance, General
Pennsylvania State University
Merrill Lynch June 2015 - Present
Edelman Financial Services January 2014 - February 2015
Edelman Financial Services January 2010 - January 2014
Bernstein Global Wealth Management May 2002 - January 2010
Skills
Wealth Management, Series 7, Asset Management, Investments, Mutual Funds, Alternative Investments, Hedge Funds, Series 63, Portfolio Management, Investment Strategies, Fixed Income, Asset Allocation, Investment Advisory, Equities, Investment Management, Financial Planning, Securities, Financial Analysis, Financial Services, Finance, Management, Retirement Planning
Education
Penn State University
BS Financie, Finance, General
Pennsylvania State University
John Polivko's Merrill Lynch Experience March 2005 - March 2008
Job Managing Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2008 - Present
Merrill Lynch March 2005 - March 2008
Bear Stearns January 1998 - February 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, Organizational Structure, Equity Derivatives, Change Management, Structured Products, Credit Derivatives, Operational Efficiency, Solution Architecture, Lean Transformation, Middle Office, Swaps, Client Services, Fixed Income, Equities, Alternative Investments, Cash Management, Supply Chain Management, Corporate Finance, Regulatory Compliance, Dodd-Frank, Trading Systems, Financial Markets, Securities
Education
Penn State University 1986 — 1990
BNP Paribas March 2008 - Present
Merrill Lynch March 2005 - March 2008
Bear Stearns January 1998 - February 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Capital Markets, Organizational Structure, Equity Derivatives, Change Management, Structured Products, Credit Derivatives, Operational Efficiency, Solution Architecture, Lean Transformation, Middle Office, Swaps, Client Services, Fixed Income, Equities, Alternative Investments, Cash Management, Supply Chain Management, Corporate Finance, Regulatory Compliance, Dodd-Frank, Trading Systems, Financial Markets, Securities
Education
Penn State University 1986 — 1990
Jill Kobb's Merrill Lynch Experience August 2004 - Present
Job Broker Dealer Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2004 - Present
Skills
Wealth Management, Investments, Securities, Uniform Combined State..., Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Financial Advisory, Wealth Management..., Retirement, High Net Worth..., Bonds, Series 63
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch August 2004 - Present
Skills
Wealth Management, Investments, Securities, Uniform Combined State..., Asset Allocation, Mutual Funds, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Financial Advisory, Wealth Management..., Retirement, High Net Worth..., Bonds, Series 63
Education
Penn State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Jay Hammarstedt's Merrill Lynch Experience July 2004 - January 2009
Job Executive Director at UBS
Industry Investment Banking
Experience
UBS February 2012 - Present
UBS May 2009 - February 2012
Merrill Lynch July 2004 - January 2009
Merrill Lynch June 2003 - July 2003
Merrill Lynch June 2002 - August 2002
Skills
Derivatives, FX Options, Hedge Funds, Foreign Exchange, Emerging Markets, Series 7, FX trading, Currency
Education
Penn State University 2000 — 2004
BS, Finance
UBS February 2012 - Present
UBS May 2009 - February 2012
Merrill Lynch July 2004 - January 2009
Merrill Lynch June 2003 - July 2003
Merrill Lynch June 2002 - August 2002
Skills
Derivatives, FX Options, Hedge Funds, Foreign Exchange, Emerging Markets, Series 7, FX trading, Currency
Education
Penn State University 2000 — 2004
BS, Finance
Ron Resavy's Merrill Lynch Experience May 2005 - September 2007
Job Director, Client Services at Billtrust
Industry Financial Services
Experience
Billtrust March 2015 - Present
Billtrust May 2013 - Present
Albridge, an Affiliate of Pershing September 2007 - May 2013
Merrill Lynch May 2005 - September 2007
Merrill Lynch March 2003 - May 2005
Bell Atlantic YP 1998 - 1999
Skills
Financial Services, Wealth Management, Vendor Management, Relationship Management, Business Analysis, Business Process..., Product Management, Process Improvement, CRM, Management, Risk Management, Requirements Gathering, Strategy, Superior Client Service, Leadership, Customer Service, Team Building
Education
Penn State University 1993 — 1997
BS, Biology
Billtrust March 2015 - Present
Billtrust May 2013 - Present
Albridge, an Affiliate of Pershing September 2007 - May 2013
Merrill Lynch May 2005 - September 2007
Merrill Lynch March 2003 - May 2005
Bell Atlantic YP 1998 - 1999
Skills
Financial Services, Wealth Management, Vendor Management, Relationship Management, Business Analysis, Business Process..., Product Management, Process Improvement, CRM, Management, Risk Management, Requirements Gathering, Strategy, Superior Client Service, Leadership, Customer Service, Team Building
Education
Penn State University 1993 — 1997
BS, Biology
Craig Berit's Merrill Lynch Experience November 2007 - March 2009
Job Loan Collection Agent
Industry Banking
Experience
Cenlar FSB August 2012 - Present
First Niagara Bank February 2010 - February 2012
Merrill Lynch November 2007 - March 2009
Citizens Bank November 2002 - November 2007
Enterprise Rent-A-Car February 1997 - July 2002
Skills
MS Word, MS Excel, MS Outlook, MS PowerPoint, Banking Platforms, Zeus, Jack Henry, Citrix, Genesys, Oracle, Siebel, Microsoft Excel, Consumer Lending, Outlook, Commercial Banking, Commercial Lending, Lines Of Credit, Small Business Lending
Education
Penn State University
BS, Marketing, Management
Cenlar FSB August 2012 - Present
First Niagara Bank February 2010 - February 2012
Merrill Lynch November 2007 - March 2009
Citizens Bank November 2002 - November 2007
Enterprise Rent-A-Car February 1997 - July 2002
Skills
MS Word, MS Excel, MS Outlook, MS PowerPoint, Banking Platforms, Zeus, Jack Henry, Citrix, Genesys, Oracle, Siebel, Microsoft Excel, Consumer Lending, Outlook, Commercial Banking, Commercial Lending, Lines Of Credit, Small Business Lending
Education
Penn State University
BS, Marketing, Management
Curtis Anthony's Merrill Lynch Experience March 2005 - June 2006
Job Senior Financial Analyst at the Port Authority of Allegheny County
Industry Financial Services
Experience
Port Authority of Allegheny County September 2014 - Present
K&L Gates April 2013 - August 2014
PNC April 2012 - April 2013
Greycourt & Co. September 2006 - April 2012
Merrill Lynch March 2005 - June 2006
Skills
Financial Reporting, Asset Allocation, Data Analysis, Investments, Economics, Financial Analysis, Asset Management
Education
Penn State University 2000 — 2004
Finance, Economics, Corporate Finance, Investments
Port Authority of Allegheny County September 2014 - Present
K&L Gates April 2013 - August 2014
PNC April 2012 - April 2013
Greycourt & Co. September 2006 - April 2012
Merrill Lynch March 2005 - June 2006
Skills
Financial Reporting, Asset Allocation, Data Analysis, Investments, Economics, Financial Analysis, Asset Management
Education
Penn State University 2000 — 2004
Finance, Economics, Corporate Finance, Investments
Walter Yatko's Merrill Lynch Experience January 1987 - July 2000
Job Independent Computer Networking Professional
Industry Computer Networking
Experience
Merrill Lynch January 1987 - July 2000
ATT Computer Systems 1985 - 1987
Bradford National Corp 1982 - 1985
Skills
Communications Network..., Project Management, Network Management, Process Management, Vendor Management Skills, Written & Oral..., Long-term Customer..., Programming
Education
Penn State University
Engr-Mechanical, Mechanical Engineering
Merrill Lynch January 1987 - July 2000
ATT Computer Systems 1985 - 1987
Bradford National Corp 1982 - 1985
Skills
Communications Network..., Project Management, Network Management, Process Management, Vendor Management Skills, Written & Oral..., Long-term Customer..., Programming
Education
Penn State University
Engr-Mechanical, Mechanical Engineering
Michael Mangano, CAIA's Merrill Lynch Experience May 2008 - July 2010
Job Global Business Development | MBA Candidate, UNC KenanFlagler Business School
Industry Investment Management
Experience
Babson Capital Management August 2013 - Present
Wells Fargo August 2010 - August 2013
Merrill Lynch May 2008 - July 2010
Merrill Lynch February 2008 - May 2008
Merrill Lynch June 2006 - February 2007
Johnson & Johnson January 2005 - July 2005
Skills
Finance, Alternative Investments, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Real Estate, Bloomberg, Series 7, Microsoft Excel, Financial Accounting, Hedge Funds, Managed Futures, Commodity, Series 66, Series 3
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2002 — 2006
B.S., Finance
Babson Capital Management August 2013 - Present
Wells Fargo August 2010 - August 2013
Merrill Lynch May 2008 - July 2010
Merrill Lynch February 2008 - May 2008
Merrill Lynch June 2006 - February 2007
Johnson & Johnson January 2005 - July 2005
Skills
Finance, Alternative Investments, Financial Modeling, Financial Reporting, Financial Analysis, Corporate Finance, Real Estate, Bloomberg, Series 7, Microsoft Excel, Financial Accounting, Hedge Funds, Managed Futures, Commodity, Series 66, Series 3
Education
University of North Carolina at Chapel Hill 2015 — 2017
Master of Business Administration (MBA)
Penn State University 2002 — 2006
B.S., Finance
Peter Sala, CFA's Merrill Lynch Experience July 2008 - June 2010
Job Vice President, Two Sigma Investments LLC
Industry Financial Services
Experience
Two Sigma Investments LLC June 2015 - Present
The Carlyle Group, Global Market Strategies July 2012 - May 2015
The Blackstone Group June 2010 - July 2012
Merrill Lynch July 2008 - June 2010
Merrill Lynch June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Valuation
Education
Penn State University 2004 — 2008
BS Finance, Finance, Economics
Two Sigma Investments LLC June 2015 - Present
The Carlyle Group, Global Market Strategies July 2012 - May 2015
The Blackstone Group June 2010 - July 2012
Merrill Lynch July 2008 - June 2010
Merrill Lynch June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Valuation
Education
Penn State University 2004 — 2008
BS Finance, Finance, Economics
Fabio Astier's Merrill Lynch Experience June 2009 - August 2009
Job Graduate of Pennsylvania State University
Industry Financial Services
Experience
Merrill Lynch June 2009 - August 2009
Education
Penn State University 2005 — 2009
Merrill Lynch June 2009 - August 2009
Education
Penn State University 2005 — 2009
Rose Coder's Merrill Lynch Experience December 1995 - August 2000
Job Retired
Industry Information Technology and Services
Experience
Retired April 2010 - Present
The Bank of New York Mellon August 2000 - January 2009
S3 Strategic Staffing Solutions 2009 - 2009
Merrill Lynch December 1995 - August 2000
AIG May 1989 - December 1995
Education
Penn State University
BA, Psychology
Retired April 2010 - Present
The Bank of New York Mellon August 2000 - January 2009
S3 Strategic Staffing Solutions 2009 - 2009
Merrill Lynch December 1995 - August 2000
AIG May 1989 - December 1995
Education
Penn State University
BA, Psychology
Michael Chalek's Merrill Lynch Experience 2000 - 2009
Job Business Analyst at Merrill Corporation
Industry Banking
Experience
Merrill Corporation vpBank of America2009 - Present
Merrill Lynch 2000 - 2009
Skills
Financial Analysis
Education
Penn State University 1985 — 1987
MBA
Merrill Corporation vpBank of America2009 - Present
Merrill Lynch 2000 - 2009
Skills
Financial Analysis
Education
Penn State University 1985 — 1987
MBA
Adam Braham's Merrill Lynch Experience 2006 - 2009
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC July 2013 - Present
Knight Libertas May 2009 - March 2013
Merrill Lynch 2006 - 2009
Skills
Capital Markets, Fixed Income
Education
Penn State University 2002 — 2006
BS, Finance
Imperial Capital, LLC July 2013 - Present
Knight Libertas May 2009 - March 2013
Merrill Lynch 2006 - 2009
Skills
Capital Markets, Fixed Income
Education
Penn State University 2002 — 2006
BS, Finance
Brad Kotler's Merrill Lynch Experience February 2002 - October 2008
Job ETF Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald September 2013 - Present
Knight Capital Group March 2012 - September 2013
MarketAxess August 2009 - March 2012
Merrill Lynch February 2002 - October 2008
Skills
Fixed Income, Series 7, ETFs, Bloomberg, Derivatives, Trading, Bonds, Series 63, Equities, Capital Markets, Equity Derivatives, Securities, Financial Markets, Series 24, Market Making, Series 55, Series 53
Education
Penn State University 1997 — 2001
BS, Finance, Statistics, CompSci
Cantor Fitzgerald September 2013 - Present
Knight Capital Group March 2012 - September 2013
MarketAxess August 2009 - March 2012
Merrill Lynch February 2002 - October 2008
Skills
Fixed Income, Series 7, ETFs, Bloomberg, Derivatives, Trading, Bonds, Series 63, Equities, Capital Markets, Equity Derivatives, Securities, Financial Markets, Series 24, Market Making, Series 55, Series 53
Education
Penn State University 1997 — 2001
BS, Finance, Statistics, CompSci
Bryce Fraser's Merrill Lynch Experience 2005 - 2008
Job Managing Director at Watershed Asset Management
Industry Investment Management
Experience
Watershed Asset Management 2015 - Present
Fortress Investment Group 2008 - 2015
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1999 - 2003
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Fixed Income, Investments, Due Diligence, Alternative Investments, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Penn State University 1995 — 1999
BS, Accounting and Finance
Watershed Asset Management 2015 - Present
Fortress Investment Group 2008 - 2015
Merrill Lynch 2005 - 2008
Credit Suisse First Boston 1999 - 2003
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Fixed Income, Investments, Due Diligence, Alternative Investments, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
MBA
Penn State University 1995 — 1999
BS, Accounting and Finance
Richa Dhungana's Merrill Lynch Experience June 2009 - August 2009
Job Financial Operations Analyst at CFS
Industry Financial Services
Experience
DrugDev August 2014 - Present
SEI Investment December 2013 - August 2014
SEI Investment October 2011 - November 2013
SEI Investment October 2009 - October 2011
Merrill Lynch June 2009 - August 2009
Harleysville Savings Bank August 2003 - March 2005
Skills
Query builder, On-Base workflow, DTC and Wire Transfers, Foreign Currency..., Account Reconciliation, Wire Transfers, Accounting, Query Builder, Loans, Banking, Finance, Process Improvement, Investments, Access, Customer Service, Microsoft Office, Payments, Financial Services, Trading
Education
Penn State University
B. S, Business Administration
Tribhuvan University
B.B.A, Finance and Marketing
DrugDev August 2014 - Present
SEI Investment December 2013 - August 2014
SEI Investment October 2011 - November 2013
SEI Investment October 2009 - October 2011
Merrill Lynch June 2009 - August 2009
Harleysville Savings Bank August 2003 - March 2005
Skills
Query builder, On-Base workflow, DTC and Wire Transfers, Foreign Currency..., Account Reconciliation, Wire Transfers, Accounting, Query Builder, Loans, Banking, Finance, Process Improvement, Investments, Access, Customer Service, Microsoft Office, Payments, Financial Services, Trading
Education
Penn State University
B. S, Business Administration
Tribhuvan University
B.B.A, Finance and Marketing
Timothy Curran C(k)P, CRPS, CRPC's Merrill Lynch Experience July 2001 - September 2011
Job Managing Director Emerging Markets at Mass Mutual
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford September 2011 - January 2013
Merrill Lynch July 2001 - September 2011
Skills
Series 66, Series 24, Series 7, Series 63, IRA's, 401k, Retirement, Insurance
Education
Penn State University 1997 — 2001
BS, Finance, Economics
La Salle College High School 1993 — 1997
MassMutual Financial Group January 2013 - Present
The Hartford September 2011 - January 2013
Merrill Lynch July 2001 - September 2011
Skills
Series 66, Series 24, Series 7, Series 63, IRA's, 401k, Retirement, Insurance
Education
Penn State University 1997 — 2001
BS, Finance, Economics
La Salle College High School 1993 — 1997
Adam Johnston, CFA, CTP's Merrill Lynch Experience September 2008 - February 2009
Job Director, Treasury & FP&A at Florida East Coast Railway
Industry Transportation/Trucking/Railroad
Experience
Florida East Coast Railway June 2014 - Present
CSX April 2014 - May 2014
CSX Transportation October 2012 - April 2014
Ryder System, Inc. June 2010 - October 2012
Merrill Lynch September 2008 - February 2009
F.N.B. Corporation May 2006 - September 2008
F.N.B. Corporation May 2003 - May 2006
Skills
Financial Modeling, Financial Analysis, Treasury Management, Finance, Corporate Finance, Financial Reporting, Investments, Treasury, Risk Management, Cash Flow Forecasting, Forecasting, Credit, Strategic Financial..., Portfolio Management, Accounting, Banking, Valuation, Process Improvement, Analysis, Credit Analysis, Internal Controls
Education
University of Florida 2009 — 2010
MBA, Finance
Penn State University 1999 — 2003
B.S., Finance
Florida East Coast Railway June 2014 - Present
CSX April 2014 - May 2014
CSX Transportation October 2012 - April 2014
Ryder System, Inc. June 2010 - October 2012
Merrill Lynch September 2008 - February 2009
F.N.B. Corporation May 2006 - September 2008
F.N.B. Corporation May 2003 - May 2006
Skills
Financial Modeling, Financial Analysis, Treasury Management, Finance, Corporate Finance, Financial Reporting, Investments, Treasury, Risk Management, Cash Flow Forecasting, Forecasting, Credit, Strategic Financial..., Portfolio Management, Accounting, Banking, Valuation, Process Improvement, Analysis, Credit Analysis, Internal Controls
Education
University of Florida 2009 — 2010
MBA, Finance
Penn State University 1999 — 2003
B.S., Finance
Brad Segal's Merrill Lynch Experience July 2005 - June 2009
Job Director, Corporate Development at Comcast
Industry Broadcast Media
Experience
Comcast March 2015 - Present
Comcast March 2014 - February 2015
Comcast June 2011 - February 2014
Merrill Lynch July 2005 - June 2009
Skills
Due Diligence, Corporate Development, Venture Capital, Mergers & Acquisitions, Financial Modeling, Valuation, Deal Execution, Capital Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Penn State University 2001 — 2005
2005, Finance
Comcast March 2015 - Present
Comcast March 2014 - February 2015
Comcast June 2011 - February 2014
Merrill Lynch July 2005 - June 2009
Skills
Due Diligence, Corporate Development, Venture Capital, Mergers & Acquisitions, Financial Modeling, Valuation, Deal Execution, Capital Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Penn State University 2001 — 2005
2005, Finance
Dimitri Klinkowsky's Merrill Lynch Experience May 2013 - Present
Job at
Industry Investment Banking
Experience
Merrill Lynch May 2013 - Present
J.P. Morgan December 2010 - May 2013
J.P. Morgan February 2008 - December 2010
J.P. Morgan October 2000 - February 2008
KPMG July 1997 - October 2000
Unisys January 1995 - May 1997
Skills
Derivatives, Investment Banking, Program Management, PMO, Process Engineering, Re-engineering, Project Governance, Capital Markets, Risk Management, Trading Systems, Equities, Trading, Business Analysis, Fixed Income
Education
Penn State University 1989 — 1994
Bachelor of Science (B.S.), Management Information Systems
Penn State University 1989 — 1994
Bachelor of Science (B.S.), Economics
Merrill Lynch May 2013 - Present
J.P. Morgan December 2010 - May 2013
J.P. Morgan February 2008 - December 2010
J.P. Morgan October 2000 - February 2008
KPMG July 1997 - October 2000
Unisys January 1995 - May 1997
Skills
Derivatives, Investment Banking, Program Management, PMO, Process Engineering, Re-engineering, Project Governance, Capital Markets, Risk Management, Trading Systems, Equities, Trading, Business Analysis, Fixed Income
Education
Penn State University 1989 — 1994
Bachelor of Science (B.S.), Management Information Systems
Penn State University 1989 — 1994
Bachelor of Science (B.S.), Economics
Todd M. Bacastow's Merrill Lynch Experience July 2005 - August 2007
Job
Industry Information Technology and Services
Experience
DigitalGlobe February 2013 - Present
GeoEye January 2011 - January 2013
SPADAC July 2010 - December 2010
FirstMark Capital August 2007 - June 2010
Merrill Lynch July 2005 - August 2007
Center for Strategic and International Studies June 2002 - August 2002
Education
Penn State University 2000 — 2005
B.S., Information Sciences and Technology (IST)
DigitalGlobe February 2013 - Present
GeoEye January 2011 - January 2013
SPADAC July 2010 - December 2010
FirstMark Capital August 2007 - June 2010
Merrill Lynch July 2005 - August 2007
Center for Strategic and International Studies June 2002 - August 2002
Education
Penn State University 2000 — 2005
B.S., Information Sciences and Technology (IST)
Bob Kaul's Merrill Lynch Experience June 1964 - November 1969
Job ownwr at western housing
Industry Commercial Real Estate
Experience
western housing 1976 - Present
Merrill Lynch June 1964 - November 1969
Skills
Negotiation, Leases, Real Estate Development, Property Management
Education
Penn State University 1955 — 1959
Business Administration and Management, General
western housing 1976 - Present
Merrill Lynch June 1964 - November 1969
Skills
Negotiation, Leases, Real Estate Development, Property Management
Education
Penn State University 1955 — 1959
Business Administration and Management, General
Nicholas Fahey's Merrill Lynch Experience July 2005 - March 2008
Job Private Equity Valuations at Apollo Global Management LLC
Industry Venture Capital & Private Equity
Experience
Apollo Global Management LLC January 2011 - Present
Apollo Global Management LLC March 2008 - January 2011
Merrill Lynch July 2005 - March 2008
Skills
Private Equity, Valuation, Equity Research, Alternative Investments, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Banking, Credit, Due Diligence, Bloomberg
Education
New York University - Leonard N. Stern School of Business
MBA, Financial Instruments and Markets
Penn State University
Bachelor of Science, Finance, Minor in Economics
Apollo Global Management LLC January 2011 - Present
Apollo Global Management LLC March 2008 - January 2011
Merrill Lynch July 2005 - March 2008
Skills
Private Equity, Valuation, Equity Research, Alternative Investments, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Banking, Credit, Due Diligence, Bloomberg
Education
New York University - Leonard N. Stern School of Business
MBA, Financial Instruments and Markets
Penn State University
Bachelor of Science, Finance, Minor in Economics
Bryan Mackay's Merrill Lynch Experience 1987 - 1991
Job Director at Tilden Park Capital Management
Industry Financial Services
Experience
Tilden Park Capital Management April 2013 - Present
BlackRock December 1998 - April 2013
Bear Stearns May 1994 - December 1998
Swiss Bank Corporation April 1992 - May 1994
Merrill Lynch 1987 - 1991
Grumman October 1985 - December 1987
Sperry Systems Management May 1982 - November 1985
Skills
Market Data, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Unix, Equities, Java, Credit Derivatives, Portfolio Management, C++, SQL, Sybase, Asset Managment, SDLC, Enterprise Architecture, Linux, Software Development, Trading
Education
Penn State University 1980 — 1982
MS, Computer Science, 3.9
SUNY Stony Brook 1977 — 1980
BS, Applied Mathematics and Statistics, 3.3
Chaminade High School 1973 — 1977
Tilden Park Capital Management April 2013 - Present
BlackRock December 1998 - April 2013
Bear Stearns May 1994 - December 1998
Swiss Bank Corporation April 1992 - May 1994
Merrill Lynch 1987 - 1991
Grumman October 1985 - December 1987
Sperry Systems Management May 1982 - November 1985
Skills
Market Data, Fixed Income, Electronic Trading, Trading Systems, Derivatives, Unix, Equities, Java, Credit Derivatives, Portfolio Management, C++, SQL, Sybase, Asset Managment, SDLC, Enterprise Architecture, Linux, Software Development, Trading
Education
Penn State University 1980 — 1982
MS, Computer Science, 3.9
SUNY Stony Brook 1977 — 1980
BS, Applied Mathematics and Statistics, 3.3
Chaminade High School 1973 — 1977
Rick Setlock's Merrill Lynch Experience June 1994 - May 2002
Job Change Manager at GSI Commerce
Industry Internet
Experience
GSI Commerce February 2007 - Present
ETS July 2002 - February 2007
Merrill Lynch June 1994 - May 2002
CSC July 1990 - June 1994
Education
Penn State University 1986 — 1990
BS, Management Information Systems
GSI Commerce February 2007 - Present
ETS July 2002 - February 2007
Merrill Lynch June 1994 - May 2002
CSC July 1990 - June 1994
Education
Penn State University 1986 — 1990
BS, Management Information Systems
Marybeth Swisher's Merrill Lynch Experience January 2011 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Timothy O'Rorke, CFA's Merrill Lynch Experience June 2006 - June 2010
Job Investment Strategy
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
Bank of America June 2010 - Present
Merrill Lynch June 2006 - June 2010
Skills
Chartered Financial..., Series 63, Series 7, Series 86, Series 87, Series 16, Compliance Operations, Compliance Procedures, Compliance..., FINRA, Hedge Funds, Equities, Capital Markets
Education
Penn State University
Bachelor of Science (BS), Economics
Montclair High School
TIAA-CREF June 2014 - Present
Bank of America June 2010 - Present
Merrill Lynch June 2006 - June 2010
Skills
Chartered Financial..., Series 63, Series 7, Series 86, Series 87, Series 16, Compliance Operations, Compliance Procedures, Compliance..., FINRA, Hedge Funds, Equities, Capital Markets
Education
Penn State University
Bachelor of Science (BS), Economics
Montclair High School
Scott Furnish's Merrill Lynch Experience 2005 - Present
Job Vice President Supervision Manager
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Skills
Equities, Risk Management, Financial Services, Investments, Portfolio Management, Fixed Income, Capital Markets, Asset Management, Derivatives, Wealth Management, Investment Banking
Education
Penn State University
Merrill Lynch 2005 - Present
Skills
Equities, Risk Management, Financial Services, Investments, Portfolio Management, Fixed Income, Capital Markets, Asset Management, Derivatives, Wealth Management, Investment Banking
Education
Penn State University
Albert Orokos Jr.'s Merrill Lynch Experience June 1986 - May 2002
Job Vice President at Permal
Industry Investment Management
Experience
Permal June 2005 - Present
AllianceBernstein May 2002 - May 2005
Merrill Lynch June 1986 - May 2002
Skills
Alternative Investments, Hedge Funds, Series 63, Fixed Income, Asset Allocation, Equities, Asset Managment, Bloomberg, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Series 7
Education
Penn State University 1982 — 1986
Business Administration and Management, General
Pleasant Valley High School 1979 — 1982
Permal June 2005 - Present
AllianceBernstein May 2002 - May 2005
Merrill Lynch June 1986 - May 2002
Skills
Alternative Investments, Hedge Funds, Series 63, Fixed Income, Asset Allocation, Equities, Asset Managment, Bloomberg, Portfolio Management, Mutual Funds, Investments, Investment Strategies, Series 7
Education
Penn State University 1982 — 1986
Business Administration and Management, General
Pleasant Valley High School 1979 — 1982
Al Culcasi's Merrill Lynch Experience November 1992 - May 2008
Job Vice President, Tax Controllership at American Express
Industry Financial Services
Experience
American Express June 2008 - Present
Merrill Lynch November 1992 - May 2008
Mahoney Cohen July 1992 - November 1992
Arthur Andersen & Co. June 1988 - July 1992
Skills
TaxStream, CorpTax, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, PowerPoint, Tax Accounting, UK Corporation Tax
Education
St. John's University 1991 — 1994
Master of Business Administration (M.B.A.), Taxation
Penn State University 1984 — 1988
Bachelor of Science (BS), Accounting
American Express June 2008 - Present
Merrill Lynch November 1992 - May 2008
Mahoney Cohen July 1992 - November 1992
Arthur Andersen & Co. June 1988 - July 1992
Skills
TaxStream, CorpTax, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, PowerPoint, Tax Accounting, UK Corporation Tax
Education
St. John's University 1991 — 1994
Master of Business Administration (M.B.A.), Taxation
Penn State University 1984 — 1988
Bachelor of Science (BS), Accounting
Douglas Oare's Merrill Lynch Experience August 1992 - May 1996
Job Managing Director, BlackRock. Member, Financial Accounting Standards Advisory Committee (FASAC)
Industry Financial Services
Experience
BlackRock June 1999 - Present
Financial Accounting Standards Advisory Council (FASAC) January 2015 - Present
UBS Investment Bank May 1996 - June 1999
Merrill Lynch August 1992 - May 1996
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments, Investments, Capital Markets, Portfolio Management, Derivatives, Investment Banking, Mutual Funds, Valuation, Private Equity, Asset Allocation, Financial Modeling, Bloomberg, Securities, Wealth Management, Investment Strategies, Equity Research
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Finance, General
BlackRock June 1999 - Present
Financial Accounting Standards Advisory Council (FASAC) January 2015 - Present
UBS Investment Bank May 1996 - June 1999
Merrill Lynch August 1992 - May 1996
Skills
Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments, Investments, Capital Markets, Portfolio Management, Derivatives, Investment Banking, Mutual Funds, Valuation, Private Equity, Asset Allocation, Financial Modeling, Bloomberg, Securities, Wealth Management, Investment Strategies, Equity Research
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Jack Schulman's Merrill Lynch Experience October 2004 - September 2006
Job Compliance Analyst at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 2014 - Present
Aramark February 2014 - December 2014
The Food Trust May 2011 - August 2011
Citi September 2006 - December 2008
Merrill Lynch October 2004 - September 2006
Skills
Securities, Investments
Education
Temple University - College of Public Health 2010 — 2012
Master’s Degree, Public Health, 4.0/4.0
Penn State University 2000 — 2004
Bachelor’s Degree, Economics, 3.84/4.0
Janney Montgomery Scott LLC December 2014 - Present
Aramark February 2014 - December 2014
The Food Trust May 2011 - August 2011
Citi September 2006 - December 2008
Merrill Lynch October 2004 - September 2006
Skills
Securities, Investments
Education
Temple University - College of Public Health 2010 — 2012
Master’s Degree, Public Health, 4.0/4.0
Penn State University 2000 — 2004
Bachelor’s Degree, Economics, 3.84/4.0
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank