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
Benjamin M. Wagar Benjamin M. Wagar's Merrill Lynch Experience August 2008 - December 2008
Job Agile Product Development
Industry Internet
Experience
OysterLabs, Inc. May 2014 - Present
Babelverse, Inc February 2013 - May 2014
modern guild November 2012 - January 2013
Goldman Sachs September 2010 - October 2012
Merrill Lynch August 2008 - December 2008
Education
Providence College 2006 — 2010
BA
Richmond, The American International University in London 2009 — 2009
LaSalle Institute 2000 — 2006
OysterLabs, Inc. May 2014 - Present
Babelverse, Inc February 2013 - May 2014
modern guild November 2012 - January 2013
Goldman Sachs September 2010 - October 2012
Merrill Lynch August 2008 - December 2008
Education
Providence College 2006 — 2010
BA
Richmond, The American International University in London 2009 — 2009
LaSalle Institute 2000 — 2006
Peter H. Foley, Jr. Peter H. Foley, Jr.'s Merrill Lynch Experience January 1995 - June 2012
Job UBS Complex Director
Industry Financial Services
Experience
UBS February 2013 - Present
Merrill Lynch January 1995 - June 2012
Chase Manhattan Bank August 1991 - December 1994
Skills
Estate Planning, Financial Advisory, Leadership, Series 7, Training, Management, Wealth, Project Planning, Series 63, Wealth Management, Wealth Management..., FINRA, Alternative Investments, Uniform Combined State..., Investments, Series 65
Education
Providence College 1987 — 1991
Bachelor of Arts (B.A.), American/United States Studies/Civilization
UBS February 2013 - Present
Merrill Lynch January 1995 - June 2012
Chase Manhattan Bank August 1991 - December 1994
Skills
Estate Planning, Financial Advisory, Leadership, Series 7, Training, Management, Wealth, Project Planning, Series 63, Wealth Management, Wealth Management..., FINRA, Alternative Investments, Uniform Combined State..., Investments, Series 65
Education
Providence College 1987 — 1991
Bachelor of Arts (B.A.), American/United States Studies/Civilization
Kara Cook Kara Cook's Merrill Lynch Experience December 2011 - Present
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2011 - Present
Merrill Lynch May 2010 - August 2012
Providence College September 2008 - May 2011
Skills
Economics, Financial Services, Economic Research, CRM, SAS, Series 7, Series 66, Customer Service, Asset Allocation
Education
Providence College 2007 — 2011
Bachelor of Arts (BA), Business Economics, Finance
Merrill Lynch December 2011 - Present
Merrill Lynch May 2010 - August 2012
Providence College September 2008 - May 2011
Skills
Economics, Financial Services, Economic Research, CRM, SAS, Series 7, Series 66, Customer Service, Asset Allocation
Education
Providence College 2007 — 2011
Bachelor of Arts (BA), Business Economics, Finance
Chris Chaput Chris Chaput's Merrill Lynch Experience October 2008 - January 2011
Job Consulting Sales Manager at Oracle
Industry Information Technology and Services
Experience
Oracle 2012 - Present
J.P. Morgan Securities 2011 - 2012
Merrill Lynch October 2008 - January 2011
South Carolina Stingrays ECHL October 2006 - June 2008
Skills
Strategy, Oracle, Oracle Applications, SaaS, Business Process..., Cloud Computing, Software Consulting, Salesforce.com, Business Process, Investments, Vendor Management, Enterprise Software, Data Analysis, Solution Selling, Professional Services, Sales, Management, Leadership, Consulting
Education
Providence College 2001 — 2005
BS, Finance
Farmington High School 2000 — 2001
Mount St. Charles Academy 1998 — 2000
Oracle 2012 - Present
J.P. Morgan Securities 2011 - 2012
Merrill Lynch October 2008 - January 2011
South Carolina Stingrays ECHL October 2006 - June 2008
Skills
Strategy, Oracle, Oracle Applications, SaaS, Business Process..., Cloud Computing, Software Consulting, Salesforce.com, Business Process, Investments, Vendor Management, Enterprise Software, Data Analysis, Solution Selling, Professional Services, Sales, Management, Leadership, Consulting
Education
Providence College 2001 — 2005
BS, Finance
Farmington High School 2000 — 2001
Mount St. Charles Academy 1998 — 2000
Ariana Quinones Ariana Quinones's Merrill Lynch Experience June 2012 - August 2012
Job Financial Analyst at WilliamsSonoma, Inc.
Industry Computer Software
Experience
Williams-Sonoma, Inc. July 2015 - Present
Symantec August 2013 - Present
Santa Clara University September 2011 - June 2013
Merrill Lynch June 2012 - August 2012
J. Nick Detor CPA, LLC July 2011 - September 2011
Skills
Data Analysis, PowerPoint, Access, Microsoft Office, Microsoft Excel, Finance, Databases, Management, Financial Analysis, Accounting
Education
Santa Clara University 2009 — 2013
Bachelor of Science in Commerce, Finance, General
Punahou School 2005 — 2009
Williams-Sonoma, Inc. July 2015 - Present
Symantec August 2013 - Present
Santa Clara University September 2011 - June 2013
Merrill Lynch June 2012 - August 2012
J. Nick Detor CPA, LLC July 2011 - September 2011
Skills
Data Analysis, PowerPoint, Access, Microsoft Office, Microsoft Excel, Finance, Databases, Management, Financial Analysis, Accounting
Education
Santa Clara University 2009 — 2013
Bachelor of Science in Commerce, Finance, General
Punahou School 2005 — 2009
Michael F. Connor Michael F. Connor's Merrill Lynch Experience October 2003 - January 2009
Job Executive Vice President, Product Management at PIMCO
Industry Financial Services
Experience
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
PIMCO April 2012 - Present
Bank of America Merrill Lynch January 2009 - February 2012
Merrill Lynch October 2003 - January 2009
UBS Investment Bank 1993 - 2003
General Re Financial Products 1992 - 1993
Salomon Brothers 1986 - 1992
Skills
Hedge Funds, Structured Products, Equity Derivatives, Fixed Income, Credit/Rates Derivatives, Risk Management, Investment Management, Alternative Investments, Quantitative Investment..., Equities, Pensions, CDO, Swaps, Funding, Sales/Trading/Structurin..., FX, Commodities, Trading, Derivatives, Rates, Proprietary Trading, Electronic Trading, Credit, Commodity, Credit Derivatives, FX Options, Securities, Financial Structuring, Investment Banking, Market Risk, Capital Markets, Structured Finance, Portfolio Management, Options, Interest Rate..., Investments, CDS, Quantitative Finance, Bloomberg, Financial Markets
Education
University of Chicago 1983 — 1986
MBA, ABD, International Finance
Princeton University 1978 — 1982
AB, Statistics
Charles Gould, CIMA® Charles Gould, CIMA®'s Merrill Lynch Experience June 1975 - April 2011
Job Partner at Gould Capital, LLC
Industry Financial Services
Experience
Gould Capital, LLC April 2011 - Present
Merrill Lynch June 1975 - April 2011
US Army October 1968 - June 1974
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA®, Economics
Providence College 1964 — 1968
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Gould Capital, LLC April 2011 - Present
Merrill Lynch June 1975 - April 2011
US Army October 1968 - June 1974
Education
University of Pennsylvania - The Wharton School 2007 — 2007
CIMA®, Economics
Providence College 1964 — 1968
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Nate Starrett Nate Starrett's Merrill Lynch Experience 2005 - 2005
Job
Industry Internet
Experience
MINDBODY, Inc. October 2014 - Present
FiveStars May 2013 - October 2014
American Express January 2012 - May 2013
PubNub August 2012 - January 2013
American Express August 2010 - January 2012
MTV Networks July 2008 - August 2010
Peter J. Solomon Company July 2006 - June 2008
Merrill Lynch 2005 - 2005
Skills
Strategic Partnerships, Product Development, Loyalty Programs, Financial Modeling, Competitive Analysis, Investment Banking, Mergers & Acquisitions, Business Development, Strategy, Channel Partners, Analytics, Business Strategy, Product Management, Corporate Development, Venture Capital, Start-ups, E-commerce, Valuation, Entrepreneurship, Private Equity
Education
Princeton University 2002 — 2006
Economics and Computer Science
MINDBODY, Inc. October 2014 - Present
FiveStars May 2013 - October 2014
American Express January 2012 - May 2013
PubNub August 2012 - January 2013
American Express August 2010 - January 2012
MTV Networks July 2008 - August 2010
Peter J. Solomon Company July 2006 - June 2008
Merrill Lynch 2005 - 2005
Skills
Strategic Partnerships, Product Development, Loyalty Programs, Financial Modeling, Competitive Analysis, Investment Banking, Mergers & Acquisitions, Business Development, Strategy, Channel Partners, Analytics, Business Strategy, Product Management, Corporate Development, Venture Capital, Start-ups, E-commerce, Valuation, Entrepreneurship, Private Equity
Education
Princeton University 2002 — 2006
Economics and Computer Science
LeeAnn Esposito's Merrill Lynch Experience June 2012 - August 2012
Job CMO Operations at EMC
Industry Information Technology and Services
Experience
EMC 2014 - Present
EMC June 2013 - June 2014
Les Mills July 2012 - May 2014
Providence College January 2012 - May 2014
Merrill Lynch June 2012 - August 2012
Cutty, LLC May 2012 - August 2012
JL Sports June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Team Leadership, Coaching, Teaching, Cpr Certified, Public Speaking, Leadership, Research, Fitness, Teamwork, Event Planning, Customer Service, Sports, Social Media, Data Analysis, Nutrition, Fundraising, Outlook, Athletics, Marketing, Social Networking, Access, Event Management, Analysis, Editing, Finance, Critical Thinking, Data Entry, Human Resources, Marketing Communications, Team Building, Management, Photoshop, Talent Acquisition, WordPress, Project Management, Pivot Tables, PeopleSoft, BrassRing, Email Marketing
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
EMC 2014 - Present
EMC June 2013 - June 2014
Les Mills July 2012 - May 2014
Providence College January 2012 - May 2014
Merrill Lynch June 2012 - August 2012
Cutty, LLC May 2012 - August 2012
JL Sports June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Team Leadership, Coaching, Teaching, Cpr Certified, Public Speaking, Leadership, Research, Fitness, Teamwork, Event Planning, Customer Service, Sports, Social Media, Data Analysis, Nutrition, Fundraising, Outlook, Athletics, Marketing, Social Networking, Access, Event Management, Analysis, Editing, Finance, Critical Thinking, Data Entry, Human Resources, Marketing Communications, Team Building, Management, Photoshop, Talent Acquisition, WordPress, Project Management, Pivot Tables, PeopleSoft, BrassRing, Email Marketing
Education
Providence College 2010 — 2014
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Melissa Jaffe Melissa Jaffe's Merrill Lynch Experience September 2003 - April 2009
Job Health Insurance Specialist at Centers for Medicare & Medicaid Services
Industry Hospital & Health Care
Experience
Centers for Medicare & Medicaid Services December 2014 - Present
Marwood Group September 2011 - December 2014
ICR (Integrated Corporate Relations) September 2010 - March 2011
Merrill Lynch September 2003 - April 2009
CIBC World Markets 2001 - 2003
Consumer Health Interactive 2000 - 2001
Skills
Healthcare Information..., Managed Care, Equity Research, Healthcare, Financial Modeling, Policy Research, Medicare/Medicaid..., Medicare Advantage, Medicare, Hedge Funds, Pharmaceutical Industry
Education
Princeton University
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Centers for Medicare & Medicaid Services December 2014 - Present
Marwood Group September 2011 - December 2014
ICR (Integrated Corporate Relations) September 2010 - March 2011
Merrill Lynch September 2003 - April 2009
CIBC World Markets 2001 - 2003
Consumer Health Interactive 2000 - 2001
Skills
Healthcare Information..., Managed Care, Equity Research, Healthcare, Financial Modeling, Policy Research, Medicare/Medicaid..., Medicare Advantage, Medicare, Hedge Funds, Pharmaceutical Industry
Education
Princeton University
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Andrew O. Resmini, Esq. Andrew O. Resmini, Esq.'s Merrill Lynch Experience June 2006 - July 2006
Job Associate at the Law Offices of Ronald J. Resmini, Ltd.
Industry Legal Services
Experience
Law Offices of Ronald J. Resmini, Ltd. September 2011 - Present
Law Offices of Ronald J. Resmini, Ltd. June 2010 - May 2011
Kent County Superior Court for Associate Justice Daniel A. Procaccini June 2010 - August 2010
Rhode Island Department of the Attorney General June 2007 - August 2007
Merrill Lynch June 2006 - July 2006
Skills
Legal Research, Litigation, Westlaw, Civil Litigation, Legal Writing, Courts, Mediation, Trials, Hearings, Commercial Litigation, Personal Injury, Torts, Trial Practice, Product Liability, Medical Malpractice, Appeals, Microsoft Office
Education
Suffolk University Law School 2008 — 2011
J.D.
Providence College 2004 — 2008
B.S., Business Management
Law Offices of Ronald J. Resmini, Ltd. September 2011 - Present
Law Offices of Ronald J. Resmini, Ltd. June 2010 - May 2011
Kent County Superior Court for Associate Justice Daniel A. Procaccini June 2010 - August 2010
Rhode Island Department of the Attorney General June 2007 - August 2007
Merrill Lynch June 2006 - July 2006
Skills
Legal Research, Litigation, Westlaw, Civil Litigation, Legal Writing, Courts, Mediation, Trials, Hearings, Commercial Litigation, Personal Injury, Torts, Trial Practice, Product Liability, Medical Malpractice, Appeals, Microsoft Office
Education
Suffolk University Law School 2008 — 2011
J.D.
Providence College 2004 — 2008
B.S., Business Management
Colin G. Hoehn Colin G. Hoehn's Merrill Lynch Experience October 1999 - Present
Job Senior Vice President, Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch October 1999 - Present
Scudder Investments June 1993 - September 1999
Skills
Asset Management, Investment Strategies, Finance, 401k, Management, Loans, Asset Managment, Financial Advisory, Investment Management, Investments, Leadership, Portfolio Management, Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Planning
Education
Providence College 1989 — 1993
Avon Old Farms 1986 — 1989
The Rectory School 1983 — 1986
Merrill Lynch October 1999 - Present
Scudder Investments June 1993 - September 1999
Skills
Asset Management, Investment Strategies, Finance, 401k, Management, Loans, Asset Managment, Financial Advisory, Investment Management, Investments, Leadership, Portfolio Management, Retirement, Series 7, Strategic Financial..., Wealth Management, Financial Planning
Education
Providence College 1989 — 1993
Avon Old Farms 1986 — 1989
The Rectory School 1983 — 1986
Samson Schatz Samson Schatz's Merrill Lynch Experience June 2011 - August 2011
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte September 2013 - Present
Deloitte June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
U.S. House of Representatives June 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Photoshop, Videoscribe
Education
Princeton University 2009 — 2013
Bachelor's degree, Public Policy Analysis
Milken Community High School 2005 — 2009
Deloitte September 2013 - Present
Deloitte June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
U.S. House of Representatives June 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Research, Data Analysis, Photoshop, Videoscribe
Education
Princeton University 2009 — 2013
Bachelor's degree, Public Policy Analysis
Milken Community High School 2005 — 2009
Christopher Bunsa's Merrill Lynch Experience June 2014 - August 2014
Job Summer Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
The Brothers Moon June 2011 - June 2014
AXA Advisors June 2013 - August 2013
Skills
Communication, Time Management, Salesforce.com, Morningstar, Outlook, Customer Service, Microsoft Office, BAT
Education
Providence College 2012 — 2016
Fidelity Investments June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
The Brothers Moon June 2011 - June 2014
AXA Advisors June 2013 - August 2013
Skills
Communication, Time Management, Salesforce.com, Morningstar, Outlook, Customer Service, Microsoft Office, BAT
Education
Providence College 2012 — 2016
Thomas Vaughan Thomas Vaughan's Merrill Lynch Experience June 2014 - August 2014
Job Summer Analyst at Greer Anderson Capital
Industry Financial Services
Experience
Greer Anderson Capital June 2015 - Present
Merrill Lynch June 2014 - August 2014
C. Spark May 2013 - May 2014
J.Crew April 2012 - September 2012
La Piazza Inc. May 2011 - August 2012
DiMassimo Goldstein (DIGO) April 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Research, Collective Consultation, Leadership, Ethics, Sales, Accepting Responsibility, Legal Compliance, External Audit, Financial Markets, Financial Modeling, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Accounting
Tulane University - A.B. Freeman School of Business 2012 — 2015
Bachelor’s Degree, Finance
Providence College 2011 — 2012
Bachelor of Science (BS), Accounting and Finance
Greer Anderson Capital June 2015 - Present
Merrill Lynch June 2014 - August 2014
C. Spark May 2013 - May 2014
J.Crew April 2012 - September 2012
La Piazza Inc. May 2011 - August 2012
DiMassimo Goldstein (DIGO) April 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Research, Collective Consultation, Leadership, Ethics, Sales, Accepting Responsibility, Legal Compliance, External Audit, Financial Markets, Financial Modeling, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Accounting
Tulane University - A.B. Freeman School of Business 2012 — 2015
Bachelor’s Degree, Finance
Providence College 2011 — 2012
Bachelor of Science (BS), Accounting and Finance
Pettus Randall Pettus Randall's Merrill Lynch Experience July 2005 - December 2006
Job CEO at Cobbler Concierge
Industry Consumer Services
Experience
Cobbler Concierge December 2014 - Present
BooShoot, LLC August 2010 - September 2012
Harbert Management Corporation June 2007 - June 2009
Merrill Lynch July 2005 - December 2006
Skills
Private Equity, Investment Banking, Venture Capital, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis, Due Diligence, Corporate Finance, Strategic Planning, Investments, Start-ups, Entrepreneurship, Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Oxford 2004 — 2005
M.St., Modern History
Princeton University 2000 — 2004
AB, Woodrow Wilson School
Cobbler Concierge December 2014 - Present
BooShoot, LLC August 2010 - September 2012
Harbert Management Corporation June 2007 - June 2009
Merrill Lynch July 2005 - December 2006
Skills
Private Equity, Investment Banking, Venture Capital, Financial Modeling, Valuation, Corporate Development, Mergers, Financial Analysis, Due Diligence, Corporate Finance, Strategic Planning, Investments, Start-ups, Entrepreneurship, Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
Master of Business Administration (MBA)
University of Oxford 2004 — 2005
M.St., Modern History
Princeton University 2000 — 2004
AB, Woodrow Wilson School
Kyle Douglas's Merrill Lynch Experience June 2013 - August 2013
Job at
Industry Logistics and Supply Chain
Experience
Analytics Operations Engineering September 2015 - Present
Moove June 2015 - Present
Goldman Sachs June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
University of Duisburg-Essen – Operations Management June 2012 - July 2012
Gridley & Company LLC December 2011 - January 2012
JEI Montgomery Learning Center July 2011 - August 2011
Skills
Java, R, Microsoft Office, Microsoft Excel, Data Analysis, C, Visual Basic (VBA), LabVIEW, Various Assembly, Microsoft Excel Macros, Combinatorial..., VBA, Financial Modeling, Social Media, Public Speaking, Certified Drafter -..., Matlab, HTML, Python, XML
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering
Analytics Operations Engineering September 2015 - Present
Moove June 2015 - Present
Goldman Sachs June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
University of Duisburg-Essen – Operations Management June 2012 - July 2012
Gridley & Company LLC December 2011 - January 2012
JEI Montgomery Learning Center July 2011 - August 2011
Skills
Java, R, Microsoft Office, Microsoft Excel, Data Analysis, C, Visual Basic (VBA), LabVIEW, Various Assembly, Microsoft Excel Macros, Combinatorial..., VBA, Financial Modeling, Social Media, Public Speaking, Certified Drafter -..., Matlab, HTML, Python, XML
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering
Andy Keith Andy Keith's Merrill Lynch Experience March 2009 - 2009
Job Managing Director at U.S. Trust.
Industry Investment Management
Experience
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
Christopher Mergenthaler Christopher Mergenthaler's Merrill Lynch Experience May 2010 - August 2010
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2012 - Present
Cowen and Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Equities, Finance, ETFs, Capital Markets, Microsoft Office, Microsoft Excel, Series 7, Series 63, Equity Trading, Middle Office, Bloomberg, Asset Allocation
Education
Providence College 2009 — 2012
Bachelor of Science, Finance
Stevens Institute of Technology 2008 — 2009
Business & Technology, Finance
Christian Brothers Academy 2004 — 2008
High School Diploma
Morgan Stanley June 2012 - Present
Cowen and Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Skills
Equities, Finance, ETFs, Capital Markets, Microsoft Office, Microsoft Excel, Series 7, Series 63, Equity Trading, Middle Office, Bloomberg, Asset Allocation
Education
Providence College 2009 — 2012
Bachelor of Science, Finance
Stevens Institute of Technology 2008 — 2009
Business & Technology, Finance
Christian Brothers Academy 2004 — 2008
High School Diploma
Damian Lo Basso Damian Lo Basso's Merrill Lynch Experience May 2014 - December 2014
Job Vice President Finance
Industry Banking
Experience
Dynasty Financial Partners January 2015 - Present
Merrill Lynch May 2014 - December 2014
Deutsche Bank Securities June 2008 - May 2014
Kaplan Plavin & Steinhardt June 2005 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Equity Research, Alternative Investments, Investments, Structured Finance, Finance, Wealth Management, Financial Risk, Financial Advisory
Education
Providence College 2005 — 2009
B.S., Accountancy
Bergen Catholic
Bergen Catholic
Holdrum
Dynasty Financial Partners January 2015 - Present
Merrill Lynch May 2014 - December 2014
Deutsche Bank Securities June 2008 - May 2014
Kaplan Plavin & Steinhardt June 2005 - December 2008
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Investment Banking, Financial Analysis, Fixed Income, Capital Markets, Corporate Finance, Private Equity, Due Diligence, Equity Research, Alternative Investments, Investments, Structured Finance, Finance, Wealth Management, Financial Risk, Financial Advisory
Education
Providence College 2005 — 2009
B.S., Accountancy
Bergen Catholic
Bergen Catholic
Holdrum
Burt Mills's Merrill Lynch Experience April 2013 - Present
Job Structured Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Merrill Lynch March 2011 - April 2013
Merrill Lynch January 2008 - March 2011
Merrill Lynch May 2005 - January 2008
Skills
Equities, Fixed Income, Series 7, Finance, Phone Etiquette
Education
Providence College 1999 — 2003
Bachelor of Science (BS), Finance, General
Merrill Lynch April 2013 - Present
Merrill Lynch March 2011 - April 2013
Merrill Lynch January 2008 - March 2011
Merrill Lynch May 2005 - January 2008
Skills
Equities, Fixed Income, Series 7, Finance, Phone Etiquette
Education
Providence College 1999 — 2003
Bachelor of Science (BS), Finance, General
Jagan Srinivasan Jagan Srinivasan's Merrill Lynch Experience May 2011 - November 2014
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
TD November 2014 - December 2014
Merrill Lynch May 2011 - November 2014
Pfizer September 2003 - April 2011
Pfizer October 2000 - September 2003
Skills
Wealth Management, Project Management, IT Business Strategy, Business Analytics, IT Strategy, Strategic Planning, Requirements Analysis, Big Data, MongoDB, Solution Architecture, Informatica, ETL, Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Master Data Management, SDLC, PL/SQL, Oracle, Data Quality, Business Analysis, Systems Analysis, Enterprise Architecture, Data Migration, Integration
Education
PSG College of Technology 1996 — 1998
Master of Engineering (M.Eng.), Communication Systems
Adhiyamaan 1991 — 1995
Bachelors in Engineering, Electrical, Electronics and Communications Engineering
Morgan Stanley January 2015 - Present
TD November 2014 - December 2014
Merrill Lynch May 2011 - November 2014
Pfizer September 2003 - April 2011
Pfizer October 2000 - September 2003
Skills
Wealth Management, Project Management, IT Business Strategy, Business Analytics, IT Strategy, Strategic Planning, Requirements Analysis, Big Data, MongoDB, Solution Architecture, Informatica, ETL, Data Warehousing, Data Modeling, Business Intelligence, Data Integration, Master Data Management, SDLC, PL/SQL, Oracle, Data Quality, Business Analysis, Systems Analysis, Enterprise Architecture, Data Migration, Integration
Education
PSG College of Technology 1996 — 1998
Master of Engineering (M.Eng.), Communication Systems
Adhiyamaan 1991 — 1995
Bachelors in Engineering, Electrical, Electronics and Communications Engineering
Brian Biga Brian Biga's Merrill Lynch Experience May 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
GE Capital July 2012 - January 2015
Jefferies & Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Investment Technology Group (ITG) January 2010 - January 2010
Monmouth Medical Center June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Microsoft Excel, PowerPoint, Team Leadership, Equities, Strategic Financial..., Microsoft Office, Portfolio Management, Investments, Valuation, Business Analysis, Financial Reporting, Accounting, Risk Management, Hedge Funds, Underwriting, Microsoft Word, Public Speaking, Outlook, Banking, Equity Research, Investment Banking
Education
Providence College 2008 — 2012
B.S., Finance, Philosophy
Rumson - Fair Haven Regional High School 2004 — 2008
Goldman Sachs January 2015 - Present
GE Capital July 2012 - January 2015
Jefferies & Company June 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Investment Technology Group (ITG) January 2010 - January 2010
Monmouth Medical Center June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Microsoft Excel, PowerPoint, Team Leadership, Equities, Strategic Financial..., Microsoft Office, Portfolio Management, Investments, Valuation, Business Analysis, Financial Reporting, Accounting, Risk Management, Hedge Funds, Underwriting, Microsoft Word, Public Speaking, Outlook, Banking, Equity Research, Investment Banking
Education
Providence College 2008 — 2012
B.S., Finance, Philosophy
Rumson - Fair Haven Regional High School 2004 — 2008
Jon Hess Jon Hess's Merrill Lynch Experience July 1998 - January 2009
Job Equity Trader, Healthcare Sector at Barclays Investment Bank
Industry Capital Markets
Experience
Barclays Investment Bank September 2015 - Present
Vettery July 2014 - August 2015
The Hess Advisory Group LLC February 2014 - July 2014
Princeton University October 2013 - April 2014
CapRok Capital January 2009 - January 2014
Merrill Lynch July 1998 - January 2009
Skills
Equities, Fixed Income, Securities, Finance, Recruiting, Financial Advisory, Hedge Funds, Alternative Investments, Capital Markets, Series 7, Valuation, Investments, Asset Management, Derivatives, Bloomberg, Trading, Options, Series 63, Financial Analysis, Leadership
Education
Princeton University 1994 — 1998
Bachelor's degree, History
Barclays Investment Bank September 2015 - Present
Vettery July 2014 - August 2015
The Hess Advisory Group LLC February 2014 - July 2014
Princeton University October 2013 - April 2014
CapRok Capital January 2009 - January 2014
Merrill Lynch July 1998 - January 2009
Skills
Equities, Fixed Income, Securities, Finance, Recruiting, Financial Advisory, Hedge Funds, Alternative Investments, Capital Markets, Series 7, Valuation, Investments, Asset Management, Derivatives, Bloomberg, Trading, Options, Series 63, Financial Analysis, Leadership
Education
Princeton University 1994 — 1998
Bachelor's degree, History
Dennis McEnery Dennis McEnery's Merrill Lynch Experience 1987 - 1989
Job Coverage Counsel at Zurich
Industry Insurance
Experience
Zurich American Insurance Company June 2009 - Present
Mendes & Mount October 1990 - June 2009
Merrill Lynch 1987 - 1989
Skills
Insurance Law, Litigation Management, Product Liability, Litigation, Professional Liability, Arbitration, Liability, Claim, Legal Liability, Reinsurance, Claims Management
Education
St. John's University School of Law 1985 — 1989
J.D., Law
Providence College 1978 — 1982
B.S., Business Management
Zurich American Insurance Company June 2009 - Present
Mendes & Mount October 1990 - June 2009
Merrill Lynch 1987 - 1989
Skills
Insurance Law, Litigation Management, Product Liability, Litigation, Professional Liability, Arbitration, Liability, Claim, Legal Liability, Reinsurance, Claims Management
Education
St. John's University School of Law 1985 — 1989
J.D., Law
Providence College 1978 — 1982
B.S., Business Management
Joseph Neidermeyer's Merrill Lynch Experience June 2011 - August 2011
Job Financial Analyst at Raytheon Integrated Defense Systems
Industry Financial Services
Experience
Raytheon Integrated Defense Systems June 2012 - Present
Providence College September 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Education
Providence College 2008 — 2012
BS, Finance, 3.59
Christian Brothers Academy 2004 — 2008
95
Raytheon Integrated Defense Systems June 2012 - Present
Providence College September 2008 - May 2012
Merrill Lynch June 2011 - August 2011
Education
Providence College 2008 — 2012
BS, Finance, 3.59
Christian Brothers Academy 2004 — 2008
95
RJ Rittereiser RJ Rittereiser's Merrill Lynch Experience May 1997 - September 2002
Job Vice President, Business Development LPL Financial www.FINRA.org, www.SIPC.org
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Edelman Financial Services May 2013 - June 2013
Ashfield Capital Partners, LLC December 2011 - May 2013
Evermore Global Advisors 2011 - October 2011
UBS Wealth Management September 2002 - October 2010
UBS Wealth Management September 2002 - April 2004
Merrill Lynch May 1997 - September 2002
Skills
FINRA, Talent Acquisition, Sales Leadership..., Manage Client..., Alternative Investments, Strategic Financial..., Series 7, Insurance, Sales Organization..., Private Clients, High Net Worth..., Client Origination, Financial Advisory, Series 63, Series 9, Series 10, Mutual Funds, Equities, Separate Accounts
Education
Providence College 1991 — 1995
BA, History
LPL Financial November 2013 - Present
Edelman Financial Services May 2013 - June 2013
Ashfield Capital Partners, LLC December 2011 - May 2013
Evermore Global Advisors 2011 - October 2011
UBS Wealth Management September 2002 - October 2010
UBS Wealth Management September 2002 - April 2004
Merrill Lynch May 1997 - September 2002
Skills
FINRA, Talent Acquisition, Sales Leadership..., Manage Client..., Alternative Investments, Strategic Financial..., Series 7, Insurance, Sales Organization..., Private Clients, High Net Worth..., Client Origination, Financial Advisory, Series 63, Series 9, Series 10, Mutual Funds, Equities, Separate Accounts
Education
Providence College 1991 — 1995
BA, History
Rachel Barber Rachel Barber's Merrill Lynch Experience June 1998 - April 2000
Job Strategic Sourcing Director at CIGNA
Industry Hospital & Health Care
Experience
CIGNA October 2010 - Present
CIGNA November 2006 - October 2010
CIGNA August 2005 - November 2006
CIGNA December 2002 - August 2005
Clarke American Checks June 2000 - December 2002
Merrill Lynch June 1998 - April 2000
Thomas Publishing November 1994 - June 1998
City of Long Beach May 1991 - November 1994
Skills
Procurement, Vendor Management, Supply Management, Strategic Sourcing, Global Sourcing, Strategy, Contract Negotiation, Management, Outsourcing, Project Management, Purchasing, Process Improvement, Program Management, Cross-functional Team..., Leadership, Contract Management, Strategic Planning, Forecasting
Education
Providence College 1987 — 1991
BS, Business Admin-Marketing
CIGNA October 2010 - Present
CIGNA November 2006 - October 2010
CIGNA August 2005 - November 2006
CIGNA December 2002 - August 2005
Clarke American Checks June 2000 - December 2002
Merrill Lynch June 1998 - April 2000
Thomas Publishing November 1994 - June 1998
City of Long Beach May 1991 - November 1994
Skills
Procurement, Vendor Management, Supply Management, Strategic Sourcing, Global Sourcing, Strategy, Contract Negotiation, Management, Outsourcing, Project Management, Purchasing, Process Improvement, Program Management, Cross-functional Team..., Leadership, Contract Management, Strategic Planning, Forecasting
Education
Providence College 1987 — 1991
BS, Business Admin-Marketing
Hans Reese, CFP®, CRPC®, AAMS® Hans Reese, CFP®, CRPC®, AAMS®'s Merrill Lynch Experience December 2000 - August 2003
Job President at New Stage Investment Group
Industry Financial Services
Experience
New Stage Investment Group June 2013 - Present
LPL Financial February 2006 - May 2013
Morgan Stanley September 2003 - February 2006
Merrill Lynch December 2000 - August 2003
Embark Corporation January 2000 - December 2000
Emery Worldwide April 1996 - January 2000
Skills
Independent Financial..., Thought Leadership, Fee Based Investing, Conflict Free Advice, Social Security Planning, Tax Advantaged Investing, Financial Planning, Family Wealth Management, Wealth Preservation..., Sector Investing, Investment Risk..., Investment Policy..., Investment Performance..., Portfolio Review, Portfolio..., Portfolio Optimization, Portfolio Management, Investment Selection, Hourly Financial Advice, Executive Financial..., Retirement Planning, Estate Planning, Retirement Income, Retirement Savings, IRA, Roth IRA, 401k Rollovers, College Savings, Stocks & Bonds, Fixed Income Investing, Mutual Funds, Life Insurance, Annuity review, Company Retirement Plans, Public Speaking, Investor Education
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration, International Business
Punahou School
College of Fiancial Planning
New Stage Investment Group June 2013 - Present
LPL Financial February 2006 - May 2013
Morgan Stanley September 2003 - February 2006
Merrill Lynch December 2000 - August 2003
Embark Corporation January 2000 - December 2000
Emery Worldwide April 1996 - January 2000
Skills
Independent Financial..., Thought Leadership, Fee Based Investing, Conflict Free Advice, Social Security Planning, Tax Advantaged Investing, Financial Planning, Family Wealth Management, Wealth Preservation..., Sector Investing, Investment Risk..., Investment Policy..., Investment Performance..., Portfolio Review, Portfolio..., Portfolio Optimization, Portfolio Management, Investment Selection, Hourly Financial Advice, Executive Financial..., Retirement Planning, Estate Planning, Retirement Income, Retirement Savings, IRA, Roth IRA, 401k Rollovers, College Savings, Stocks & Bonds, Fixed Income Investing, Mutual Funds, Life Insurance, Annuity review, Company Retirement Plans, Public Speaking, Investor Education
Education
University of Colorado at Boulder - Leeds School of Business
Bachelor of Science in Business Administration, International Business
Punahou School
College of Fiancial Planning
Rob Thorne Rob Thorne's Merrill Lynch Experience March 2007 - December 2008
Job Vice President, Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. December 2011 - Present
New York Army National Guard September 2011 - Present
HSBC Securities December 2008 - December 2011
Merrill Lynch March 2007 - December 2008
Global Industrial (A Systmax Company) 2006 - 2007
Education
Providence College 2001 — 2005
Bachelor of Arts, Psychology
Chaminade High School 1997 — 2001
J.P. Morgan Chase Bank, N.A. December 2011 - Present
New York Army National Guard September 2011 - Present
HSBC Securities December 2008 - December 2011
Merrill Lynch March 2007 - December 2008
Global Industrial (A Systmax Company) 2006 - 2007
Education
Providence College 2001 — 2005
Bachelor of Arts, Psychology
Chaminade High School 1997 — 2001
Michelle (Reardon) Carter's Merrill Lynch Experience December 2000 - December 2008
Job Managing Director, Bank of AmericaMerrill Lynch Global Wealth Investment Management
Industry Financial Services
Experience
Bank of America/Merrill Lynch Wealth Management January 2009 - Present
Merrill Lynch December 2000 - December 2008
KPMG Advisory July 1997 - November 2000
CoreStates Bank October 1995 - 1997
First Interstate Bank January 1993 - September 1995
Connecticut National Bank June 1988 - September 1992
Skills
Wealth Management, Investments, Investment Advisory, Risk Management, AML, Internal Audit, Broker-Dealer Compliance, Investment Advisor..., Series 7, Securities, Auditing, Portfolio Management, Hedge Funds, Internal Controls, Anti Money Laundering, Banking, Equities, Fixed Income, Financial Services, Alternative Investments
Education
Providence College 1984 — 1988
B.S., Finance
Ellington High School 1980 — 1984
Bank of America/Merrill Lynch Wealth Management January 2009 - Present
Merrill Lynch December 2000 - December 2008
KPMG Advisory July 1997 - November 2000
CoreStates Bank October 1995 - 1997
First Interstate Bank January 1993 - September 1995
Connecticut National Bank June 1988 - September 1992
Skills
Wealth Management, Investments, Investment Advisory, Risk Management, AML, Internal Audit, Broker-Dealer Compliance, Investment Advisor..., Series 7, Securities, Auditing, Portfolio Management, Hedge Funds, Internal Controls, Anti Money Laundering, Banking, Equities, Fixed Income, Financial Services, Alternative Investments
Education
Providence College 1984 — 1988
B.S., Finance
Ellington High School 1980 — 1984
Michael A. Davis Michael A. Davis's Merrill Lynch Experience July 1996 - December 2001
Job Manager, WW IT Finance and Benchmarking at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson February 2013 - Present
Johnson & Johnson July 2006 - January 2013
Johnson & Johnson July 2002 - July 2006
Merrill Lynch July 1996 - December 2001
Skills
Customer Insight, Managed Care, Market Analysis, Product Management, Business Process..., Financial Modeling, Business Analysis, Healthcare, Finance, Financial Analysis
Education
Princeton University 1986 — 1990
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, Marketing
Johnson & Johnson February 2013 - Present
Johnson & Johnson July 2006 - January 2013
Johnson & Johnson July 2002 - July 2006
Merrill Lynch July 1996 - December 2001
Skills
Customer Insight, Managed Care, Market Analysis, Product Management, Business Process..., Financial Modeling, Business Analysis, Healthcare, Finance, Financial Analysis
Education
Princeton University 1986 — 1990
Bachelor of Arts (BA), Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, Marketing
Kevin J. Cassidy's Merrill Lynch Experience August 2011 - May 2013
Job Perry Capital
Industry Investment Management
Experience
Perry Capital September 2014 - Present
PwC September 2013 - September 2014
Merrill Lynch August 2011 - May 2013
Providence College August 2011 - May 2013
Stage Harbor Yacht Club June 2003 - August 2011
Merrill Lynch December 2010 - June 2011
Skills
Financial Analysis, Web Design, Investment Strategies, Portfolio Management, Retirement Planning, Wealth Management, Entrepreneurship, Social Media Marketing, Social Networking, New Business Development, Client Relationship..., Bloomberg, CRM, Finance, Investments, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Social Media
Education
Providence College 2011 — 2013
MBA, Finance & Accounting
Providence College 2007 — 2011
BS, Management, Minor: Finance
Union Catholic HS 2003 — 2007
Perry Capital September 2014 - Present
PwC September 2013 - September 2014
Merrill Lynch August 2011 - May 2013
Providence College August 2011 - May 2013
Stage Harbor Yacht Club June 2003 - August 2011
Merrill Lynch December 2010 - June 2011
Skills
Financial Analysis, Web Design, Investment Strategies, Portfolio Management, Retirement Planning, Wealth Management, Entrepreneurship, Social Media Marketing, Social Networking, New Business Development, Client Relationship..., Bloomberg, CRM, Finance, Investments, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Social Media
Education
Providence College 2011 — 2013
MBA, Finance & Accounting
Providence College 2007 — 2011
BS, Management, Minor: Finance
Union Catholic HS 2003 — 2007
Chris Rohan Chris Rohan's Merrill Lynch Experience October 1988 - August 1993
Job Vice President, Director of Institutional & International Marketing at Eaton Vance
Industry Investment Management
Experience
Eaton Vance August 2011 - Present
LPL Financial September 2010 - August 2011
Fidelity Management & Research Co. January 2008 - September 2010
T. Rowe Price January 2000 - December 2007
Fidelity Investments November 1993 - December 1999
Merrill Lynch October 1988 - August 1993
Skills
Marketing Strategy, Investments, Marketing, Equities, Asset Management, Mutual Funds, Marketing Communications, Content Strategy, Social Media Marketing, Alternative Investments, Program Management, Management, Email Marketing, Marketing Research, Institutional Marketing, Strategic Marketing, Asset Managment, Sales, Asset Allocation, Series 7, Series 24
Education
Providence College 1984 — 1988
B.A.
Eaton Vance August 2011 - Present
LPL Financial September 2010 - August 2011
Fidelity Management & Research Co. January 2008 - September 2010
T. Rowe Price January 2000 - December 2007
Fidelity Investments November 1993 - December 1999
Merrill Lynch October 1988 - August 1993
Skills
Marketing Strategy, Investments, Marketing, Equities, Asset Management, Mutual Funds, Marketing Communications, Content Strategy, Social Media Marketing, Alternative Investments, Program Management, Management, Email Marketing, Marketing Research, Institutional Marketing, Strategic Marketing, Asset Managment, Sales, Asset Allocation, Series 7, Series 24
Education
Providence College 1984 — 1988
B.A.
Alyssa Rohmann Alyssa Rohmann's Merrill Lynch Experience May 2013 - August 2013
Job Fashion Blogger I Marketing & Communications Graduate Assistant I MBA/ Finance Student
Industry Apparel & Fashion
Experience
CollegeFashionista August 2015 - Present
Providence College May 2015 - Present
Providence College Student Congress April 2014 - May 2015
Providence College Intramural Athletic Board March 2013 - May 2015
Wegmans Food Markets February 2009 - January 2015
Providence College New Student Orientation November 2013 - September 2014
SUNO May 2014 - August 2014
Zac Posen May 2013 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Fashion Blogging, Social Media, Marketing and..., Sales, Public Relations, Event Planning, Finance, Microsoft Excel, Time Management, Teamwork, Facebook, Microsoft Office, Customer Service, Advertising, Leadership, Twitter, PowerPoint
Education
Providence College 2015 — 2016
Master of Business Administration (MBA) 4+1 Program, Finance Concentration
Providence College 2011 — 2015
Bachelor of Science (B.S), Marketing, Finance Minor
CollegeFashionista August 2015 - Present
Providence College May 2015 - Present
Providence College Student Congress April 2014 - May 2015
Providence College Intramural Athletic Board March 2013 - May 2015
Wegmans Food Markets February 2009 - January 2015
Providence College New Student Orientation November 2013 - September 2014
SUNO May 2014 - August 2014
Zac Posen May 2013 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Fashion Blogging, Social Media, Marketing and..., Sales, Public Relations, Event Planning, Finance, Microsoft Excel, Time Management, Teamwork, Facebook, Microsoft Office, Customer Service, Advertising, Leadership, Twitter, PowerPoint
Education
Providence College 2015 — 2016
Master of Business Administration (MBA) 4+1 Program, Finance Concentration
Providence College 2011 — 2015
Bachelor of Science (B.S), Marketing, Finance Minor
Joseph Gaynor III Joseph Gaynor III's Merrill Lynch Experience September 1974 - March 1983
Job President and Chief Executive Officer at Ritchie Court Holdings
Industry Financial Services
Experience
Self-employed President and Chief Executive OfficerRitchie Court HoldingsJanuary 2008 - Present
Goss International September 1998 - December 2008
The Sun-Times Company September 1990 - June 1994
Paine Webber March 1987 - March 1990
UHS March 1983 - March 1987
Merrill Lynch September 1974 - March 1983
Skills
Mergers & Acquisitions, Corporate Finance, Managerial Finance, Investment Banking, Private Equity, Portfolio Management, Leadership, Investments, Financial Analysis, Process Improvement, Finance, Restructuring, Turnaround Specialist, Financial Modeling
Education
University of Pennsylvania 1970 — 1974
Doctor of Law (JD) MBA
Princeton University 1966 — 1970
BSE
Self-employed President and Chief Executive OfficerRitchie Court HoldingsJanuary 2008 - Present
Goss International September 1998 - December 2008
The Sun-Times Company September 1990 - June 1994
Paine Webber March 1987 - March 1990
UHS March 1983 - March 1987
Merrill Lynch September 1974 - March 1983
Skills
Mergers & Acquisitions, Corporate Finance, Managerial Finance, Investment Banking, Private Equity, Portfolio Management, Leadership, Investments, Financial Analysis, Process Improvement, Finance, Restructuring, Turnaround Specialist, Financial Modeling
Education
University of Pennsylvania 1970 — 1974
Doctor of Law (JD) MBA
Princeton University 1966 — 1970
BSE
Emily Loughlin Emily Loughlin's Merrill Lynch Experience 2010 - 2011
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management October 2011 - Present
Merrill Lynch 2010 - 2011
Skills
Spanish Language, Emerging Markets, Economics, Financial Modeling, Prime Brokerage
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Spanish and Global Studies
Universidad de Sevilla
Study Abroad
Morgan Stanley Investment Management October 2011 - Present
Merrill Lynch 2010 - 2011
Skills
Spanish Language, Emerging Markets, Economics, Financial Modeling, Prime Brokerage
Education
Providence College 2006 — 2010
Bachelor of Arts (B.A.), Spanish and Global Studies
Universidad de Sevilla
Study Abroad
Robert Sabatino Robert Sabatino's Merrill Lynch Experience 1995 - 2000
Job Managing Director at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management July 2015 - Present
UBS Global Asset Management October 2000 - Present
Merrill Lynch Investment Managers May 1995 - October 2000
merrill lynch 1995 - 2000
Skills
Fixed Income, Treasury Management, Bonds, Money Market, Liquidity Management, Capital Markets, Bloomberg, Trading, Cash Management, Asset Managment, Mutual Funds
Education
Providence College 1991 — 1995
BS, Finance
UBS Global Asset Management July 2015 - Present
UBS Global Asset Management October 2000 - Present
Merrill Lynch Investment Managers May 1995 - October 2000
merrill lynch 1995 - 2000
Skills
Fixed Income, Treasury Management, Bonds, Money Market, Liquidity Management, Capital Markets, Bloomberg, Trading, Cash Management, Asset Managment, Mutual Funds
Education
Providence College 1991 — 1995
BS, Finance
Todd Mitty Todd Mitty's Merrill Lynch Experience March 2005 - September 2008
Job President at Sagacital Inc.
Industry Investment Banking
Experience
Sagacital Inc. May 2015 - Present
The Warren Street Condominium January 2009 - Present
Credit Suisse June 2010 - April 2015
Bank of America Merrill Lynch November 2009 - May 2010
Lone Peak Partners Management LP October 2008 - May 2009
Merrill Lynch March 2005 - September 2008
Morgan Stanley June 2000 - March 2005
US Interactive, Inc. March 1999 - May 2000
Invengen LLC January 1998 - March 1999
NetDox, Inc. July 1995 - January 1998
Education
Princeton University 1987 — 1993
Ph.D.; M.A.
Rensselaer Polytechnic Institute 1983 — 1987
MS; BS
Sagacital Inc. May 2015 - Present
The Warren Street Condominium January 2009 - Present
Credit Suisse June 2010 - April 2015
Bank of America Merrill Lynch November 2009 - May 2010
Lone Peak Partners Management LP October 2008 - May 2009
Merrill Lynch March 2005 - September 2008
Morgan Stanley June 2000 - March 2005
US Interactive, Inc. March 1999 - May 2000
Invengen LLC January 1998 - March 1999
NetDox, Inc. July 1995 - January 1998
Education
Princeton University 1987 — 1993
Ph.D.; M.A.
Rensselaer Polytechnic Institute 1983 — 1987
MS; BS
Matt Fanelli's Merrill Lynch Experience June 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Princeton University July 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Research, Financial Modeling, Economics, Wealth Management, Data Analysis, Stata, Public Speaking, Valuation
Education
Princeton University 2009 — 2013
Bachelor of Arts, Woodrow Wilson School of Public and International Affairs
Oxford University
International Relations
St. Joseph's Preparatory School 2005 — 2009
Princeton University July 2012 - August 2012
UBS June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Research, Financial Modeling, Economics, Wealth Management, Data Analysis, Stata, Public Speaking, Valuation
Education
Princeton University 2009 — 2013
Bachelor of Arts, Woodrow Wilson School of Public and International Affairs
Oxford University
International Relations
St. Joseph's Preparatory School 2005 — 2009
Glenn Engel Glenn Engel's Merrill Lynch Experience April 2010 - Present
Job Deputy Director of Research at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2010 - Present
Maverick Capital October 2006 - February 2009
Goldman Sachs 1984 - 2006
Kidder Peabody September 1980 - June 1984
Skills
Hedge Funds, Equities
Education
Princeton University 1976 — 1980
A.B., Economics
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Merrill Lynch April 2010 - Present
Maverick Capital October 2006 - February 2009
Goldman Sachs 1984 - 2006
Kidder Peabody September 1980 - June 1984
Skills
Hedge Funds, Equities
Education
Princeton University 1976 — 1980
A.B., Economics
New York University - Leonard N. Stern School of Business 1981 — 1984
MBA, Finance
Jeffrey Berenson Jeffrey Berenson's Merrill Lynch Experience May 1978 - December 1990
Job CEO at Berenson & Company
Industry Financial Services
Experience
Hudson Institute May 2013 - Present
Noble Energy May 2005 - Present
Berenson & Company 1990 - Present
Epoch Investment Partners June 2004 - April 2013
Merrill Lynch May 1978 - December 1990
White, Weld & Co. July 1972 - May 1978
Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Romance Languages
Hudson Institute May 2013 - Present
Noble Energy May 2005 - Present
Berenson & Company 1990 - Present
Epoch Investment Partners June 2004 - April 2013
Merrill Lynch May 1978 - December 1990
White, Weld & Co. July 1972 - May 1978
Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Romance Languages
Regina Devaney Ewers's Merrill Lynch Experience September 2001 - September 2006
Job Investment Analyst
Industry Investment Management
Experience
ARTIO GLOBAL October 2006 - November 2012
Merrill Lynch September 2001 - September 2006
Ernst & Young October 1995 - July 1999
Skills
Microsoft Office, Microsoft Excel, Bloomberg, FactSet, Datastream, CPA, Accounting, Equity Research, Global Macro, Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Emerging Markets
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
ARTIO GLOBAL October 2006 - November 2012
Merrill Lynch September 2001 - September 2006
Ernst & Young October 1995 - July 1999
Skills
Microsoft Office, Microsoft Excel, Bloomberg, FactSet, Datastream, CPA, Accounting, Equity Research, Global Macro, Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Portfolio Management, Asset Allocation, Investment Management, Fixed Income, Emerging Markets
Education
NYU Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance
Providence College 1991 — 1995
Bachelor of Science (BS), Accounting and Finance
Christopher Clyne Christopher Clyne's Merrill Lynch Experience October 2003 - April 2007
Job Assistant Vice President Quality Assurance Team Leader
Industry Financial Services
Experience
HSBC Securities (USA), Inc. November 2013 - Present
Nomura Securities International Inc. April 2011 - November 2013
Barclays Capital December 2009 - April 2011
Goldman Sachs International April 2007 - May 2008
Merrill Lynch October 2003 - April 2007
Skills
AML, KYC, Sanction, Due Diligence, MiFID, Analysis, Policy, User Acceptance Testing, Management, Hedge Funds, Correspondent Banking
Education
Providence College 1999 — 2003
Bachelor's degree, Finance, General
HSBC Securities (USA), Inc. November 2013 - Present
Nomura Securities International Inc. April 2011 - November 2013
Barclays Capital December 2009 - April 2011
Goldman Sachs International April 2007 - May 2008
Merrill Lynch October 2003 - April 2007
Skills
AML, KYC, Sanction, Due Diligence, MiFID, Analysis, Policy, User Acceptance Testing, Management, Hedge Funds, Correspondent Banking
Education
Providence College 1999 — 2003
Bachelor's degree, Finance, General
Greg McCabe, CMFC, MBA Greg McCabe, CMFC, MBA's Merrill Lynch Experience September 2014 - Present
Job AVP, Exchange Traded Funds Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch April 2013 - September 2014
Invesco Ltd. / Morgan Stanley January 2006 - November 2011
Oppenheimer & Co. August 2005 - January 2006
Atlas Trading August 2004 - May 2005
Wachovia Securities December 2002 - August 2004
Wachovia Bank June 2000 - December 2002
Skills
Mutual Funds, Investments, Hedge Funds, Series 7, Alternative Investments, Fixed Income, Customer Relations, Financial Markets, Securities, Trading, Investment Strategies, ETFs, Equities, Asset Management, Asset Allocation, Key Account Management, Account Management, Product Management, Product Development, Management Consulting, Communication Skills, Marketing Communications, Customer Service, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Global Business, Financial Instruments & Markets
Providence College 1997 — 2001
Bachelor of Science, Finance, French
Merrill Lynch September 2014 - Present
Merrill Lynch April 2013 - September 2014
Invesco Ltd. / Morgan Stanley January 2006 - November 2011
Oppenheimer & Co. August 2005 - January 2006
Atlas Trading August 2004 - May 2005
Wachovia Securities December 2002 - August 2004
Wachovia Bank June 2000 - December 2002
Skills
Mutual Funds, Investments, Hedge Funds, Series 7, Alternative Investments, Fixed Income, Customer Relations, Financial Markets, Securities, Trading, Investment Strategies, ETFs, Equities, Asset Management, Asset Allocation, Key Account Management, Account Management, Product Management, Product Development, Management Consulting, Communication Skills, Marketing Communications, Customer Service, Finance
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Global Business, Financial Instruments & Markets
Providence College 1997 — 2001
Bachelor of Science, Finance, French
Andrew Kittelson, CIMA Andrew Kittelson, CIMA's Merrill Lynch Experience August 1998 - September 2003
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services September 2003 - Present
Merrill Lynch August 1998 - September 2003
Bank of America May 1997 - August 1998
Bank of America September 1994 - September 1997
Skills
Finance, Wealth Management, Mutual Funds, Investments, Series 7, Retirement Planning, Financial Analysis, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Planning, Series 63, Equities, Wealth, Alternative Investments, Asset Allocation, Series 65
Education
Providence College 1995 — 1997
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance
UBS Financial Services September 2003 - Present
Merrill Lynch August 1998 - September 2003
Bank of America May 1997 - August 1998
Bank of America September 1994 - September 1997
Skills
Finance, Wealth Management, Mutual Funds, Investments, Series 7, Retirement Planning, Financial Analysis, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Planning, Series 63, Equities, Wealth, Alternative Investments, Asset Allocation, Series 65
Education
Providence College 1995 — 1997
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance
Bernard Manchester's Merrill Lynch Experience March 2009 - Present
Job Financial Advisor with Merrill Lynch, CRPC
Industry Investment Management
Experience
Merrill Lynch March 2009 - Present
Smith Barney September 2007 - March 2009
Wilmington Finance 2004 - 2007
Skills
Investments, Strategic Financial..., Finance, Retirement Planning, Alternative Investments, Investment Advisory, Estate Planning, Portfolio Management, Wealth Management, Securities, Series 63, Asset Management, Equities, Mutual Funds, Hedge Funds, Financial Services, Series 7, 401k, Retirement, Fixed Income
Education
Providence College 2000 — 2004
BA, Marketing and Finance
Barrington High School 1997 — 2000
GE
Merrill Lynch March 2009 - Present
Smith Barney September 2007 - March 2009
Wilmington Finance 2004 - 2007
Skills
Investments, Strategic Financial..., Finance, Retirement Planning, Alternative Investments, Investment Advisory, Estate Planning, Portfolio Management, Wealth Management, Securities, Series 63, Asset Management, Equities, Mutual Funds, Hedge Funds, Financial Services, Series 7, 401k, Retirement, Fixed Income
Education
Providence College 2000 — 2004
BA, Marketing and Finance
Barrington High School 1997 — 2000
GE
Debbie Liu Debbie Liu's Merrill Lynch Experience August 2006 - December 2006
Job Executive Assistant/Corporate Legal Secretary.
Industry Legal Services
Experience
Perkins Coie LLP April 2010 - Present
Cooley LLP April 2008 - January 2009
Bank of Hawaii January 2007 - June 2007
Merrill Lynch August 2006 - December 2006
Education
University of Hawaii at Manoa, Honolulu, HI - Full Tuition Scholarship. 2003 — 2006
Corporate Finance.
University of Southern California 2001 — 2003
Corporate Finance.
Punahou School
The Pacific Asian Management Institute MBA Field Study, Beijing, China
Perkins Coie LLP April 2010 - Present
Cooley LLP April 2008 - January 2009
Bank of Hawaii January 2007 - June 2007
Merrill Lynch August 2006 - December 2006
Education
University of Hawaii at Manoa, Honolulu, HI - Full Tuition Scholarship. 2003 — 2006
Corporate Finance.
University of Southern California 2001 — 2003
Corporate Finance.
Punahou School
The Pacific Asian Management Institute MBA Field Study, Beijing, China
Roy Stephens, CFP® Roy Stephens, CFP®'s Merrill Lynch Experience May 1999 - February 2007
Job Investment Manager and Certified Financial Planner at CrossCurrent WealthManagement, LLC
Industry Investment Management
Experience
CrossCurrent WealthManagement, LLC July 2010 - Present
Sunbelt Business Brokers 2013 - Present
H&R Block 2012 - Present
Metropolitan Capital Management February 2009 - June 2010
Rock Haven Properties, LLC January 2007 - January 2009
Merrill Lynch May 1999 - February 2007
Goldman Sachs June 1990 - September 1995
Skills
Business Sale, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Tax Preparation, Fixed Income, Alternative Investments, Private Equity, Asset Allocation, Wealth Management, Options, Investment Strategies, Asset Managment, Investment Management, Mutual Funds, Equities, ETFs, Securities, Valuation
Education
Princeton University 1986 — 1990
B.S.E., Engineering & Economics
Searcy High School
CrossCurrent WealthManagement, LLC July 2010 - Present
Sunbelt Business Brokers 2013 - Present
H&R Block 2012 - Present
Metropolitan Capital Management February 2009 - June 2010
Rock Haven Properties, LLC January 2007 - January 2009
Merrill Lynch May 1999 - February 2007
Goldman Sachs June 1990 - September 1995
Skills
Business Sale, Investments, Retirement Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Tax Preparation, Fixed Income, Alternative Investments, Private Equity, Asset Allocation, Wealth Management, Options, Investment Strategies, Asset Managment, Investment Management, Mutual Funds, Equities, ETFs, Securities, Valuation
Education
Princeton University 1986 — 1990
B.S.E., Engineering & Economics
Searcy High School
Kevin Petsky's Merrill Lynch Experience June 2013 - August 2013
Job Graduate of Providence College
Industry Financial Services
Experience
Providence College September 2011 - May 2015
Merrill Lynch June 2013 - August 2013
Winterberry Group June 2012 - August 2012
Town of Hempstead June 2012 - August 2012
Skills
Microsoft Office, Adobe InDesign, Spanish, Social Media
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Chaminade High School 2007 — 2011
High School Diploma
Providence College September 2011 - May 2015
Merrill Lynch June 2013 - August 2013
Winterberry Group June 2012 - August 2012
Town of Hempstead June 2012 - August 2012
Skills
Microsoft Office, Adobe InDesign, Spanish, Social Media
Education
Providence College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Chaminade High School 2007 — 2011
High School Diploma
Erin Greene Erin Greene's Merrill Lynch Experience May 2005 - July 2009
Job Sales Partner at PRIME Real Estate Group
Industry Financial Services
Experience
PRIME Real Estate Group May 2013 - Present
Macquarie Group August 2009 - September 2012
Merrill Lynch May 2005 - July 2009
Barclays Capital August 2004 - May 2005
Assurant (Formerly Fortis Inc) May 2002 - August 2004
Arthur Andersen September 2001 - April 2002
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Enterprise Risk..., Due Diligence, Finance, Financial Analysis, Management, Equities, Investment Banking
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Weichert Real Estate School
PRIME Real Estate Group May 2013 - Present
Macquarie Group August 2009 - September 2012
Merrill Lynch May 2005 - July 2009
Barclays Capital August 2004 - May 2005
Assurant (Formerly Fortis Inc) May 2002 - August 2004
Arthur Andersen September 2001 - April 2002
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Enterprise Risk..., Due Diligence, Finance, Financial Analysis, Management, Equities, Investment Banking
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Accounting
Weichert Real Estate School
Jay Liddell Jay Liddell's Merrill Lynch Experience October 2002 - March 2008
Job CoFounder & Principal, BLAQUIRE
Industry Staffing and Recruiting
Experience
BLAQUIRE September 2013 - Present
MIT Media Lab May 2015 - Present
Bank of America August 2011 - September 2013
Credit Suisse March 2008 - August 2011
Merrill Lynch October 2002 - March 2008
Ocean Power Technologies November 1999 - October 2002
Skills
Legacy Creation, Change Catalyst, Talent Management, Editorial, Mergers & Acquisitions, Insurance, Securities, Investment Banking, Management, Equities, Hedge Funds, Investments, Leadership, Social Media, Marketing, Private Equity, Strategy, Marine Biology, Strategic Planning, Marketing Strategy, Financial Modeling, Entrepreneurship
Education
Princeton University 1995 — 1999
Bachelor of Applied Science (BASc), Aerospace, Aeronautical and Astronautical Engineering
BLAQUIRE September 2013 - Present
MIT Media Lab May 2015 - Present
Bank of America August 2011 - September 2013
Credit Suisse March 2008 - August 2011
Merrill Lynch October 2002 - March 2008
Ocean Power Technologies November 1999 - October 2002
Skills
Legacy Creation, Change Catalyst, Talent Management, Editorial, Mergers & Acquisitions, Insurance, Securities, Investment Banking, Management, Equities, Hedge Funds, Investments, Leadership, Social Media, Marketing, Private Equity, Strategy, Marine Biology, Strategic Planning, Marketing Strategy, Financial Modeling, Entrepreneurship
Education
Princeton University 1995 — 1999
Bachelor of Applied Science (BASc), Aerospace, Aeronautical and Astronautical Engineering
David Salustro David Salustro's Merrill Lynch Experience March 1999 - November 2004
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
LPL Financial May 2013 - January 2015
PGA of America November 2004 - April 2013
Merrill Lynch March 1999 - November 2004
Skills
Life Insurance, Investments, Retirement Planning, Insurance, Risk Management, Financial Risk, Financial Analysis, Retirement, Mutual Funds, Finance
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), Humanities (History, Philosophy, Political Science)
Wells Fargo Advisors January 2015 - Present
LPL Financial May 2013 - January 2015
PGA of America November 2004 - April 2013
Merrill Lynch March 1999 - November 2004
Skills
Life Insurance, Investments, Retirement Planning, Insurance, Risk Management, Financial Risk, Financial Analysis, Retirement, Mutual Funds, Finance
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), Humanities (History, Philosophy, Political Science)
Hannah Xu Hannah Xu's Merrill Lynch Experience June 2007 - August 2007
Job Anesthesia resident at New YorkPresbyterian Hospital Weill Cornell
Industry Medical Practice
Experience
New York-Presbyterian Hospital May 2015 - Present
Rutgers Robert Wood Johnson Medical School June 2011 - May 2015
Partners for the Common Good September 2009 - July 2011
FDA September 2008 - August 2009
J.P. Morgan June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Healthcare, Analysis, Statistics, Data Analysis, Research, Anesthesia, Public Health, Pain Management
Education
Rutgers Robert Wood Johnson Medical School 2011 — 2015
M.D., Medicine
Princeton University 2004 — 2008
B.S.E., Chemical Engineering, Bioengineering, Finance
New York-Presbyterian Hospital May 2015 - Present
Rutgers Robert Wood Johnson Medical School June 2011 - May 2015
Partners for the Common Good September 2009 - July 2011
FDA September 2008 - August 2009
J.P. Morgan June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Healthcare, Analysis, Statistics, Data Analysis, Research, Anesthesia, Public Health, Pain Management
Education
Rutgers Robert Wood Johnson Medical School 2011 — 2015
M.D., Medicine
Princeton University 2004 — 2008
B.S.E., Chemical Engineering, Bioengineering, Finance
Robert Chung Robert Chung's Merrill Lynch Experience May 2003 - August 2003
Job Managing Principal and Portfolio Manager at Arc Capital Management, LLC
Industry Investment Management
Experience
Arc Capital Management, LLC January 2012 - Present
Tri-Net Technology, Inc. February 2011 - Present
TLRE Capital Partners July 2011 - January 2012
Morgan Stanley May 2006 - February 2011
Merrill Lynch May 2003 - August 2003
Skills
Equities, Fixed Income, Investments, Portfolio Management, Stocks, Options, Institutional, Alternative Investments, Bloomberg, Investment Strategies, Series 7, Hedge Funds, Asset Allocation, Series 63, Asset Management, Mutual Funds, Hedging, Trading, Wealth Management, Securities, Financial Analysis, Due Diligence, Economics, Asset, Fund Of Funds, Equity Research, Financial Markets, Investment Management, Investment Advisory, Financial Advisory, Finance, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management
Yale University 2002 — 2006
Bachelor of Arts, Economics and History, Cum Laude
Princeton University 2003 — 2003
Princeton-in-Ishikawa Program, Japanese
Arc Capital Management, LLC January 2012 - Present
Tri-Net Technology, Inc. February 2011 - Present
TLRE Capital Partners July 2011 - January 2012
Morgan Stanley May 2006 - February 2011
Merrill Lynch May 2003 - August 2003
Skills
Equities, Fixed Income, Investments, Portfolio Management, Stocks, Options, Institutional, Alternative Investments, Bloomberg, Investment Strategies, Series 7, Hedge Funds, Asset Allocation, Series 63, Asset Management, Mutual Funds, Hedging, Trading, Wealth Management, Securities, Financial Analysis, Due Diligence, Economics, Asset, Fund Of Funds, Equity Research, Financial Markets, Investment Management, Investment Advisory, Financial Advisory, Finance, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management
Yale University 2002 — 2006
Bachelor of Arts, Economics and History, Cum Laude
Princeton University 2003 — 2003
Princeton-in-Ishikawa Program, Japanese
Brian Wren Brian Wren's Merrill Lynch Experience June 2011 - August 2011
Job Client Onboarding Specialist at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Securities August 2014 - Present
Jones Beach Lifeguard Corps June 2013 - Present
UNICEF May 2013 - August 2013
RuffaloCODY September 2012 - December 2012
New York City Mayor's Office June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Regulatory Compliance, KYC, Onboarding, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Client Liaison, Fundraising, Financial Analysis, Financial Statements
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Finance
Xavier High School 2006 — 2010
High School Diploma
JPMorgan Securities August 2014 - Present
Jones Beach Lifeguard Corps June 2013 - Present
UNICEF May 2013 - August 2013
RuffaloCODY September 2012 - December 2012
New York City Mayor's Office June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Regulatory Compliance, KYC, Onboarding, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Client Liaison, Fundraising, Financial Analysis, Financial Statements
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Finance
Xavier High School 2006 — 2010
High School Diploma
Patrick Veech, Jr. Patrick Veech, Jr.'s Merrill Lynch Experience May 2012 - August 2012
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2014 - Present
EY June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Navy Pier Inc. May 2011 - August 2011
Skills
Outlook, Microsoft Excel, PowerPoint, Advertising, Microsoft Office, Microsoft Word, Accounting, Social Media Marketing
Education
Providence College 2010 — 2014
Bachelor's degree, Accounting
McGladrey October 2014 - Present
EY June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Navy Pier Inc. May 2011 - August 2011
Skills
Outlook, Microsoft Excel, PowerPoint, Advertising, Microsoft Office, Microsoft Word, Accounting, Social Media Marketing
Education
Providence College 2010 — 2014
Bachelor's degree, Accounting
Natalie Portwood Natalie Portwood's Merrill Lynch Experience July 2014 - Present
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2014 - Present
Santa Clara University Benson Memorial Center June 2013 - Present
Joan Oloff Shoes, Ltd January 2013 - Present
Pearl Lam Galleries July 2013 - August 2013
Santa Clara University Event Planning Offices May 2011 - May 2013
The Pudong Institute for the US Economy September 2012 - December 2012
Keoni's by Keo's Restaurant June 2007 - August 2011
Skills
Microsoft Word, Microsoft Excel, Access, Social Media, Photoshop, Research, Salesforce, Adobe Photoshop, Adobe Illustrator, iMovie, Mandarin Chinese, Management, Analysis, Public Relations, Sales
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Economics
Shanghai University of Finance and Economics 2012 — 2012
Punahou School
Merrill Lynch July 2014 - Present
Santa Clara University Benson Memorial Center June 2013 - Present
Joan Oloff Shoes, Ltd January 2013 - Present
Pearl Lam Galleries July 2013 - August 2013
Santa Clara University Event Planning Offices May 2011 - May 2013
The Pudong Institute for the US Economy September 2012 - December 2012
Keoni's by Keo's Restaurant June 2007 - August 2011
Skills
Microsoft Word, Microsoft Excel, Access, Social Media, Photoshop, Research, Salesforce, Adobe Photoshop, Adobe Illustrator, iMovie, Mandarin Chinese, Management, Analysis, Public Relations, Sales
Education
Santa Clara University 2010 — 2014
Bachelor of Science (B.S.), Economics
Shanghai University of Finance and Economics 2012 — 2012
Punahou School
Vijar Kohli Vijar Kohli's Merrill Lynch Experience July 2008 - December 2008
Job Managing Partner VM Global
Industry Financial Services
Experience
VM Global - Insight Advisory Partners LLC January 2014 - Present
Golden Door Asset Management LLC September 2013 - Present
KOR Holding May 2013 - Present
J.P. Morgan July 2011 - May 2013
Center for Securities Trading and Analysis-Seton Hall University August 2009 - May 2011
Seton Hall University September 2007 - May 2011
Citi February 2010 - August 2010
CIT Group, Inc June 2009 - August 2009
Merrill Lynch July 2008 - December 2008
National Securities, Inc June 2007 - February 2008
Skills
Derivatives, Equity Derivatives, Financial Modeling, Public Speaking, Financial Analysis, Equity Valuation, Convertible Arbitrage, Series 7, Structured Finance, Management Consulting, Morningstar, Analytics, Managerial Finance, Trading Strategies, Monte Carlo Simulation, Stochastic Calculus, Strategic Planning, Structured Products, Electronic Trading, Leadership, Bloomberg Terminal, Trading, Financial Markets, Equities, Bloomberg, Portfolio Management, Hedge Funds, Investments, Fixed Income, Options, Valuation, Mutual Funds, Capital Markets, Finance, Private Equity, Analysis, Equity Research
Education
Princeton University 2014 — 2014
Seton Hall University 2007 — 2011
Bachelor of Science, Business Administration; Finance; Accounting
Freehold Township High School
Stillman School of Business
VM Global - Insight Advisory Partners LLC January 2014 - Present
Golden Door Asset Management LLC September 2013 - Present
KOR Holding May 2013 - Present
J.P. Morgan July 2011 - May 2013
Center for Securities Trading and Analysis-Seton Hall University August 2009 - May 2011
Seton Hall University September 2007 - May 2011
Citi February 2010 - August 2010
CIT Group, Inc June 2009 - August 2009
Merrill Lynch July 2008 - December 2008
National Securities, Inc June 2007 - February 2008
Skills
Derivatives, Equity Derivatives, Financial Modeling, Public Speaking, Financial Analysis, Equity Valuation, Convertible Arbitrage, Series 7, Structured Finance, Management Consulting, Morningstar, Analytics, Managerial Finance, Trading Strategies, Monte Carlo Simulation, Stochastic Calculus, Strategic Planning, Structured Products, Electronic Trading, Leadership, Bloomberg Terminal, Trading, Financial Markets, Equities, Bloomberg, Portfolio Management, Hedge Funds, Investments, Fixed Income, Options, Valuation, Mutual Funds, Capital Markets, Finance, Private Equity, Analysis, Equity Research
Education
Princeton University 2014 — 2014
Seton Hall University 2007 — 2011
Bachelor of Science, Business Administration; Finance; Accounting
Freehold Township High School
Stillman School of Business
Ryan O'Shaughnessy, CFA Ryan O'Shaughnessy, CFA's Merrill Lynch Experience December 2007 - August 2009
Job Executive Vice President at Lario Oil & Gas Company
Industry Oil & Energy
Experience
Lario Oil & Gas Company March 2014 - Present
OS Investments, LLC February 2013 - Present
Wapiti Energy, LLC August 2009 - February 2013
Merrill Lynch December 2007 - August 2009
Petrie Parkman & Co. March 2002 - January 2006
Deutsche Bank June 2000 - January 2002
Skills
Private Equity, Financial Analysis
Education
Princeton University
Economics
Lario Oil & Gas Company March 2014 - Present
OS Investments, LLC February 2013 - Present
Wapiti Energy, LLC August 2009 - February 2013
Merrill Lynch December 2007 - August 2009
Petrie Parkman & Co. March 2002 - January 2006
Deutsche Bank June 2000 - January 2002
Skills
Private Equity, Financial Analysis
Education
Princeton University
Economics
John Richmond John Richmond's Merrill Lynch Experience July 2006 - July 2007
Job CFO at MDnetSolutions
Industry Hospital & Health Care
Experience
MDnetSolutions 2013 - 2015
New Capital Partners July 2012 - June 2013
Kohlberg & Company August 2007 - December 2009
Merrill Lynch July 2006 - July 2007
Wachovia, A Wells Fargo Company June 2004 - June 2006
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Entrepreneurship, Investment Banking, Corporate Finance, Mergers & Acquisitions, Venture Capital, Investments, Corporate Development, Financial Analysis, Strategy, Capital Markets, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA)
Princeton University 2000 — 2004
MDnetSolutions 2013 - 2015
New Capital Partners July 2012 - June 2013
Kohlberg & Company August 2007 - December 2009
Merrill Lynch July 2006 - July 2007
Wachovia, A Wells Fargo Company June 2004 - June 2006
Skills
Financial Modeling, Due Diligence, Private Equity, Valuation, Entrepreneurship, Investment Banking, Corporate Finance, Mergers & Acquisitions, Venture Capital, Investments, Corporate Development, Financial Analysis, Strategy, Capital Markets, Start-ups
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA)
Princeton University 2000 — 2004
Christopher Antonelli's Merrill Lynch Experience June 2012 - August 2012
Job Dedicated Field Support Associate Merrill Edge
Industry Investment Management
Experience
Bank of America Merrill Edge March 2015 - Present
Pioneer Financial Group April 2014 - January 2015
Providence College June 2013 - 2013
Merrill Lynch June 2012 - August 2012
Hope Club June 2011 - October 2011
Skills
Microsoft Excel, PowerPoint, •Excellent foundation..., •Experience in project..., •Team orientation to..., computer proficient,..., Series 7 and 66 license, Life & Health Insurance...
Education
Providence College 2009 — 2013
Bachelor of Science, Management
Providence College 2009 — 2013
Bachelor of Science (B.S.)
Bank of America Merrill Edge March 2015 - Present
Pioneer Financial Group April 2014 - January 2015
Providence College June 2013 - 2013
Merrill Lynch June 2012 - August 2012
Hope Club June 2011 - October 2011
Skills
Microsoft Excel, PowerPoint, •Excellent foundation..., •Experience in project..., •Team orientation to..., computer proficient,..., Series 7 and 66 license, Life & Health Insurance...
Education
Providence College 2009 — 2013
Bachelor of Science, Management
Providence College 2009 — 2013
Bachelor of Science (B.S.)
Catherine Petrozziello Catherine Petrozziello's Merrill Lynch Experience September 1981 - September 1984
Job Marketing/Management/Education
Industry Education Management
Experience
Millburn Board of Education January 2012 - Present
Union County College 2012 - 2012
Archdiocese of Newark September 2002 - June 2011
Board of Education February 1994 - June 2002
Citi January 1989 - February 1994
Citibank Mortgage Bank January 1987 - January 1989
Citibank, USA September 1984 - January 1987
Merrill Lynch September 1981 - September 1984
Skills
Teaching, Writing, Management, Marketing Communications, Classroom, Leadership Development, Strategic Planning, Microsoft Office, Advertising, Team Building, Program Management, Budgets, Customer Service, Program Development, Community Outreach
Education
Rutgers University
Certificate - Center for Management Development, Digital Marketing
Rutgers University
Master of Business Administration (MBA)
Providence College
Bachelor of Arts (B.A.), English and Philosophy
Millburn Board of Education January 2012 - Present
Union County College 2012 - 2012
Archdiocese of Newark September 2002 - June 2011
Board of Education February 1994 - June 2002
Citi January 1989 - February 1994
Citibank Mortgage Bank January 1987 - January 1989
Citibank, USA September 1984 - January 1987
Merrill Lynch September 1981 - September 1984
Skills
Teaching, Writing, Management, Marketing Communications, Classroom, Leadership Development, Strategic Planning, Microsoft Office, Advertising, Team Building, Program Management, Budgets, Customer Service, Program Development, Community Outreach
Education
Rutgers University
Certificate - Center for Management Development, Digital Marketing
Rutgers University
Master of Business Administration (MBA)
Providence College
Bachelor of Arts (B.A.), English and Philosophy
Anthony Baumann Anthony Baumann's Merrill Lynch Experience May 2012 - September 2012
Job Massachusetts Corps Member at Teach For America
Industry Education Management
Experience
Argosy Collegiate Charter School July 2014 - Present
Teach For America February 2014 - Present
Pyramis Global Advisors April 2013 - Present
Collegesoccernews.com August 2012 - Present
NCAA August 2010 - Present
Merrill Lynch May 2012 - September 2012
Skills
Elementary Education, Facebook, Soccer, Urban Education, Curriculum Development, Classroom Management, Lesson Planning, Sports Coaching, Social Media Marketing, Marketing Strategy, Research, Sports Marketing, Finance, Editing, CRM, Journalism, Sports Writing, Twitter, Salesforce.com, Collaboration, Branding & Identity, Consumer Behaviour
Education
Boston University 2014 — 2016
Master of Education (M.Ed.), Mathematics, Elementary
Providence College 2010 — 2014
Bachelor of Science, Marketing
Argosy Collegiate Charter School July 2014 - Present
Teach For America February 2014 - Present
Pyramis Global Advisors April 2013 - Present
Collegesoccernews.com August 2012 - Present
NCAA August 2010 - Present
Merrill Lynch May 2012 - September 2012
Skills
Elementary Education, Facebook, Soccer, Urban Education, Curriculum Development, Classroom Management, Lesson Planning, Sports Coaching, Social Media Marketing, Marketing Strategy, Research, Sports Marketing, Finance, Editing, CRM, Journalism, Sports Writing, Twitter, Salesforce.com, Collaboration, Branding & Identity, Consumer Behaviour
Education
Boston University 2014 — 2016
Master of Education (M.Ed.), Mathematics, Elementary
Providence College 2010 — 2014
Bachelor of Science, Marketing
Connor Heine's Merrill Lynch Experience April 2015 - Present
Job Private Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Coleman Research August 2012 - April 2015
ConvergEx Group, Westminster Research Associates August 2009 - August 2012
Merrill Lynch June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Merrill Lynch June 2003 - August 2006
Skills
Series 7
Education
Providence College 2005 — 2009
Business Economics
Merrill Lynch April 2015 - Present
Coleman Research August 2012 - April 2015
ConvergEx Group, Westminster Research Associates August 2009 - August 2012
Merrill Lynch June 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Merrill Lynch June 2003 - August 2006
Skills
Series 7
Education
Providence College 2005 — 2009
Business Economics
Susan Clancy Gesell Susan Clancy Gesell's Merrill Lynch Experience August 1996 - January 1997
Job Associate Director, Sales and Marketing Operations at ESPN, Inc.
Industry Marketing and Advertising
Experience
ESPN, Inc. August 1999 - Present
Don Jagoda Associates January 1997 - August 1999
Merrill Lynch August 1996 - January 1997
Skills
Digital Media, Digital Strategy, Advertising, Digital Marketing, Sponsorship, Sports Marketing, Social Media Marketing, Television, Online Advertising, New Media, Entertainment
Education
Providence College 1992 — 1996
BA, Marketing
ESPN, Inc. August 1999 - Present
Don Jagoda Associates January 1997 - August 1999
Merrill Lynch August 1996 - January 1997
Skills
Digital Media, Digital Strategy, Advertising, Digital Marketing, Sponsorship, Sports Marketing, Social Media Marketing, Television, Online Advertising, New Media, Entertainment
Education
Providence College 1992 — 1996
BA, Marketing
Aimee Remey Aimee Remey's Merrill Lynch Experience July 2000 - May 2001
Job Director, Corporate Public Relations
Industry Public Relations and Communications
Experience
Scientific Games July 2007 - September 2014
Jefferies & Co. 2001 - 2007
Merrill Lynch July 2000 - May 2001
Skills
Corporate Communications, Marketing, Integrated Marketing, Public Relations, Press Releases, B2B Marketing, Strategic Communications, Crisis Communications, Marketing Strategy, Business Development, Marketing Communications, Social Media, Mergers & Acquisitions, Investor Relations, Strategic Planning, Business Strategy, Research, Advertising, Social Media Marketing
Education
Providence College 1996 — 2000
BS, business economics and accounting
Sacred Heart 1992 — 1996
Scientific Games July 2007 - September 2014
Jefferies & Co. 2001 - 2007
Merrill Lynch July 2000 - May 2001
Skills
Corporate Communications, Marketing, Integrated Marketing, Public Relations, Press Releases, B2B Marketing, Strategic Communications, Crisis Communications, Marketing Strategy, Business Development, Marketing Communications, Social Media, Mergers & Acquisitions, Investor Relations, Strategic Planning, Business Strategy, Research, Advertising, Social Media Marketing
Education
Providence College 1996 — 2000
BS, business economics and accounting
Sacred Heart 1992 — 1996
Kevin Kollar Kevin Kollar's Merrill Lynch Experience June 1991 - April 1994
Job Vice President, Head of Sales at Alacra
Industry Financial Services
Experience
Alacra September 2014 - Present
London Stock Exchange Group April 2012 - September 2014
Opera Solutions November 2011 - May 2012
Thomson Reuters April 1995 - November 2011
Thomson Financial April 1995 - April 2008
Citi April 1994 - March 1995
Merrill Lynch June 1991 - April 1994
Skills
Sales Management, Customer Negotiations, Revenue Forecasting, Driving Revenue, salesforce.com, Sales Process, Financial Markets, Alternative Investments, Wealth Management, Change Management, Organizational..., Global Management, Solution Selling, Predictive Analytics, Big Data, Business Transformation, Investment Management, Salesforce.com, Negotiation, Financial Services, Management, Trading Systems, SaaS, Market Data, Morningstar, Equities, Relationship Management, Strategy, Strategic Partnerships, Business Development, Financial Modeling, Analytics, Electronic Trading, Hedge Funds, Investments, Sales, Start-ups, CRM, Mergers & Acquisitions, Recruiting, Fixed Income
Education
Providence College 1987 — 1991
B.S., Finance
Alacra September 2014 - Present
London Stock Exchange Group April 2012 - September 2014
Opera Solutions November 2011 - May 2012
Thomson Reuters April 1995 - November 2011
Thomson Financial April 1995 - April 2008
Citi April 1994 - March 1995
Merrill Lynch June 1991 - April 1994
Skills
Sales Management, Customer Negotiations, Revenue Forecasting, Driving Revenue, salesforce.com, Sales Process, Financial Markets, Alternative Investments, Wealth Management, Change Management, Organizational..., Global Management, Solution Selling, Predictive Analytics, Big Data, Business Transformation, Investment Management, Salesforce.com, Negotiation, Financial Services, Management, Trading Systems, SaaS, Market Data, Morningstar, Equities, Relationship Management, Strategy, Strategic Partnerships, Business Development, Financial Modeling, Analytics, Electronic Trading, Hedge Funds, Investments, Sales, Start-ups, CRM, Mergers & Acquisitions, Recruiting, Fixed Income
Education
Providence College 1987 — 1991
B.S., Finance
Kevin Voigt's Merrill Lynch Experience June 2009 - August 2009
Job Senior Campaign Manager, Audience Solutions Group at Optimedia US
Industry Marketing and Advertising
Experience
Optimedia US June 2015 - Present
Optimedia US February 2015 - May 2015
VivaKi March 2014 - February 2015
AOL July 2012 - March 2014
Prospectiv June 2011 - July 2012
Fidelity Investments June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Analysis, Portfolio Management, Finance, Risk Management, Microsoft Excel
Education
Providence College 2007 — 2011
Bachelor of Science, Business Management, Finance
Optimedia US June 2015 - Present
Optimedia US February 2015 - May 2015
VivaKi March 2014 - February 2015
AOL July 2012 - March 2014
Prospectiv June 2011 - July 2012
Fidelity Investments June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Analysis, Portfolio Management, Finance, Risk Management, Microsoft Excel
Education
Providence College 2007 — 2011
Bachelor of Science, Business Management, Finance
Richard Cheong Richard Cheong's Merrill Lynch Experience 2005 - 2007
Job Global Business Development Mobile at PayPal
Industry Internet
Experience
PayPal 2014 - Present
The AKAMAI Foundation 2002 - Present
Samsung Electronics 2013 - 2014
Google 2012 - 2013
Google 2010 - 2012
Google 2007 - 2010
Merrill Lynch 2005 - 2007
Skills
Corporate Finance, Valuation, Competitive Analysis, Business Analysis, Strategic Planning, Mergers, Due Diligence, Financial Modeling, Investment Banking, Market Research, Business Strategy, Finance, Mergers & Acquisitions, Investments, Business Development, Start-ups, Strategy, Financial Analysis, Equities, Analysis, Private Equity, Entrepreneurship, Mobile Devices, Venture Capital, Strategic Partnerships, Go-to-market Strategy
Education
University of Hawaii at Manoa 2001 — 2005
Bachelors of Business Administration, Double Major in Finance and Accounting; Minor in Economics
Punahou School 1997 — 2001
High School Diploma
PayPal 2014 - Present
The AKAMAI Foundation 2002 - Present
Samsung Electronics 2013 - 2014
Google 2012 - 2013
Google 2010 - 2012
Google 2007 - 2010
Merrill Lynch 2005 - 2007
Skills
Corporate Finance, Valuation, Competitive Analysis, Business Analysis, Strategic Planning, Mergers, Due Diligence, Financial Modeling, Investment Banking, Market Research, Business Strategy, Finance, Mergers & Acquisitions, Investments, Business Development, Start-ups, Strategy, Financial Analysis, Equities, Analysis, Private Equity, Entrepreneurship, Mobile Devices, Venture Capital, Strategic Partnerships, Go-to-market Strategy
Education
University of Hawaii at Manoa 2001 — 2005
Bachelors of Business Administration, Double Major in Finance and Accounting; Minor in Economics
Punahou School 1997 — 2001
High School Diploma
Jordan Culbreath Jordan Culbreath's Merrill Lynch Experience July 2011 - Present
Job Fixed Income Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Skills
Series 7, Series 63
Education
Princeton University 2006 — 2011
Bachelor of Science and Engineering (BSE), Mechanical and Aerospace Engineering
Merrill Lynch July 2011 - Present
Skills
Series 7, Series 63
Education
Princeton University 2006 — 2011
Bachelor of Science and Engineering (BSE), Mechanical and Aerospace Engineering
Matt Eastwick Matt Eastwick's Merrill Lynch Experience 2006 - 2007
Job Head of Capital Markets at Cate Street Capital
Industry Financial Services
Experience
Cate Street Capital 2010 - Present
Aladdin Capital 2009 - 2010
IDCG 2008 - 2008
Merrill Lynch 2006 - 2007
Deutsche Bank 2001 - 2006
Credit Suisse First Boston 1994 - 2001
Baltimore Orioles 1988 - 1992
Skills
Derivatives, Structured Finance, Renewable Energy, Market, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Products, Private Equity, Securitization, Private Placements, Asset Management, Alternative Investments, Valuation, Financial Modeling, Credit, Due Diligence, Equity Research, Leveraged Finance, Financial Markets, Venture Capital, Equity Derivatives, Emerging Markets, Investments, Bonds, Financial Structuring, Bloomberg, High Yield, Credit Derivatives, Corporate Finance, IPO
Education
Princeton 1988 — 1992
BA, Economics
Gilman
Cate Street Capital 2010 - Present
Aladdin Capital 2009 - 2010
IDCG 2008 - 2008
Merrill Lynch 2006 - 2007
Deutsche Bank 2001 - 2006
Credit Suisse First Boston 1994 - 2001
Baltimore Orioles 1988 - 1992
Skills
Derivatives, Structured Finance, Renewable Energy, Market, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Products, Private Equity, Securitization, Private Placements, Asset Management, Alternative Investments, Valuation, Financial Modeling, Credit, Due Diligence, Equity Research, Leveraged Finance, Financial Markets, Venture Capital, Equity Derivatives, Emerging Markets, Investments, Bonds, Financial Structuring, Bloomberg, High Yield, Credit Derivatives, Corporate Finance, IPO
Education
Princeton 1988 — 1992
BA, Economics
Gilman
Jennifer Lamping Lewis Jennifer Lamping Lewis's Merrill Lynch Experience June 1996 - August 1996
Job Economist, RAND Corporation
Industry Research
Experience
RAND Corporation June 2013 - Present
RAND Corporation January 2012 - Present
RAND Corporation March 2011 - June 2013
Naval Postgraduate School August 2006 - January 2011
University of Colorado at Boulder August 2005 - January 2011
RAND Corporation June 2004 - August 2004
National Bureau of Economic Research June 2000 - May 2001
Merrill Lynch June 1996 - August 1996
Skills
Industrial Organization, Game Theory, Microeconomics, Policy Analysis, Data Analysis, Statistics, University Teaching
Education
Columbia University - Graduate School of Arts and Sciences 2001 — 2005
Ph.D., Economics
Columbia University - Graduate School of Arts and Sciences 2000 — 2001
M.Phil., Economics
Columbia University - Graduate School of Arts and Sciences 1998 — 2000
M.A., Economics
Princeton University 1993 — 1997
A.B. (cum laude), Economics
RAND Corporation June 2013 - Present
RAND Corporation January 2012 - Present
RAND Corporation March 2011 - June 2013
Naval Postgraduate School August 2006 - January 2011
University of Colorado at Boulder August 2005 - January 2011
RAND Corporation June 2004 - August 2004
National Bureau of Economic Research June 2000 - May 2001
Merrill Lynch June 1996 - August 1996
Skills
Industrial Organization, Game Theory, Microeconomics, Policy Analysis, Data Analysis, Statistics, University Teaching
Education
Columbia University - Graduate School of Arts and Sciences 2001 — 2005
Ph.D., Economics
Columbia University - Graduate School of Arts and Sciences 2000 — 2001
M.Phil., Economics
Columbia University - Graduate School of Arts and Sciences 1998 — 2000
M.A., Economics
Princeton University 1993 — 1997
A.B. (cum laude), Economics
Shameen Motiwala, MQF, CIMA's Merrill Lynch Experience June 2003 - August 2005
Job Entrepreneur, Investor and Performance Consultant
Industry Professional Training & Coaching
Experience
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Centre Asset Management, LLC June 2014 - March 2015
Equinox Fund Management, LLC March 2013 - May 2014
Salient Partners November 2010 - February 2012
Merrill Lynch - The Scandariato Group September 2005 - October 2010
Merrill Lynch June 2003 - August 2005
Jefferies & Company January 2002 - June 2002
Merrill Lynch June 1998 - February 2001
Skills
Alternative Investments, Equities, Asset Allocation, Series 7, Series 65, Series 63, Hedge Funds, Fixed Income, Business Development, Relationship Management, CIMA, CRPC, Quantitative Finance, RIAs, Private Equity, Managed Futures, Separately Managed..., Mutual Funds, Asset Management, Portfolio Management, Finance, Wealth Management, Securities, Asset Managment, Investments, Financial Services, ETFs, Investment Strategies, Investment Advisory, Bloomberg, Retirement, Options, Financial Advisory
Education
Princeton University
Computer Science
Rutgers, The State University of New Jersey-Newark 2001 — 2003
Masters, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
BS, Finance and Computer Science
Shannon (Murray) Moroney Shannon (Murray) Moroney's Merrill Lynch Experience July 2007 - October 2009
Job Director Client Experience at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2009 - Present
Merrill Lynch July 2007 - October 2009
Merril Lynch Inc April 2005 - June 2007
Merrill Lynch May 2003 - March 2005
Merrill Lynch July 2001 - April 2003
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Finance
Merrill Edge October 2009 - Present
Merrill Lynch July 2007 - October 2009
Merril Lynch Inc April 2005 - June 2007
Merrill Lynch May 2003 - March 2005
Merrill Lynch July 2001 - April 2003
Education
Providence College 1997 — 2001
Bachelor of Science (B.S.), Finance
Hari Suseendran's Merrill Lynch Experience March 1994 - January 1995
Job Application Development Manager at Cigna
Industry Information Technology and Services
Experience
Cigna January 2014 - Present
Cigna September 2013 - January 2014
CBS Corporation May 2006 - August 2013
Viacom December 2003 - May 2006
Viacom April 1999 - December 2003
Viacom January 1995 - March 1999
Merrill Lynch March 1994 - January 1995
The Consulting Center for Finance and Investment November 1991 - August 1993
Citibank India September 1990 - May 1991
Ashok Leyland July 1986 - August 1990
Skills
Business Intelligence, XML, Data Warehousing, Business Analysis, New Media, Oracle, Agile Methodologies, Digital Strategy, Access, SDLC, Enterprise Architecture, Digital Media, Data Modeling, Software Project..., Apache, SQL, Project Management, Database Design, Database Development, Databases, Business Process, .NET, Analytics, ETL
Education
PSG College of Technology 1982 — 1986
B.E., Production
Cigna January 2014 - Present
Cigna September 2013 - January 2014
CBS Corporation May 2006 - August 2013
Viacom December 2003 - May 2006
Viacom April 1999 - December 2003
Viacom January 1995 - March 1999
Merrill Lynch March 1994 - January 1995
The Consulting Center for Finance and Investment November 1991 - August 1993
Citibank India September 1990 - May 1991
Ashok Leyland July 1986 - August 1990
Skills
Business Intelligence, XML, Data Warehousing, Business Analysis, New Media, Oracle, Agile Methodologies, Digital Strategy, Access, SDLC, Enterprise Architecture, Digital Media, Data Modeling, Software Project..., Apache, SQL, Project Management, Database Design, Database Development, Databases, Business Process, .NET, Analytics, ETL
Education
PSG College of Technology 1982 — 1986
B.E., Production
NICHOLAS F. FUCCILLO's Merrill Lynch Experience December 2010 - Present
Job IN TRANSITION
Industry Financial Services
Experience
Merrill Lynch December 2010 - Present
Education
Providence College
Merrill Lynch December 2010 - Present
Education
Providence College
Jim Cunnigham's Merrill Lynch Experience April 2006 - September 2009
Job Associate Director at RW Pressprich
Industry Financial Services
Experience
RW Pressprich September 2009 - Present
Merrill Lynch April 2006 - September 2009
State Street 2003 - 2006
Education
Providence College 1999 — 2003
RW Pressprich September 2009 - Present
Merrill Lynch April 2006 - September 2009
State Street 2003 - 2006
Education
Providence College 1999 — 2003
Gregory L. Wright's Merrill Lynch Experience 1999 - 2003
Job Banking, advisory, investments
Industry Investment Banking
Experience
Zanbato, Inc. November 2014 - Present
Couloir Associates October 2014 - Present
Melvin Brewing September 2014 - Present
Weild & Co. October 2012 - Present
ThinkEquity LLC 2008 - 2012
ThinkEquity LLC 2008 - 2008
ThinkEquity LLC 2006 - 2008
Merrill Lynch 1999 - 2003
Merrill Lynch 1995 - 1999
Merrill Lynch 1991 - 1995
Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Venture Capital, Business Development, Transaction Experience, Management, Business Strategy, Financial Managment, Global Operations, Private Placements, Financial Analysis, Mergers, Alternative Investments, Securities, Asset Managment, IPO, LBO, Equities, M&A experience, Investor Relations, Corporate Development, Start-ups, Strategy, Financial Advisory, Mergers & Acquisitions, Investment Management, Derivatives, Emerging Markets, Deal Execution, Project Finance, Capital Structure, Managerial Finance, Equity Valuation, Equity Trading, Acquisitions, Banking, Series 63, Trading, Leveraged Finance, Bloomberg, Portfolio Management, Funding, Financial Risk..., Finance, Fixed Income, Deal Sourcing, Capital Raising, Investment Strategies
Education
Princeton University 1977 — 1981
Bachelor of Arts (B.A.)
Zanbato, Inc. November 2014 - Present
Couloir Associates October 2014 - Present
Melvin Brewing September 2014 - Present
Weild & Co. October 2012 - Present
ThinkEquity LLC 2008 - 2012
ThinkEquity LLC 2008 - 2008
ThinkEquity LLC 2006 - 2008
Merrill Lynch 1999 - 2003
Merrill Lynch 1995 - 1999
Merrill Lynch 1991 - 1995
Skills
Investment Banking, Capital Markets, Corporate Finance, Private Equity, Venture Capital, Business Development, Transaction Experience, Management, Business Strategy, Financial Managment, Global Operations, Private Placements, Financial Analysis, Mergers, Alternative Investments, Securities, Asset Managment, IPO, LBO, Equities, M&A experience, Investor Relations, Corporate Development, Start-ups, Strategy, Financial Advisory, Mergers & Acquisitions, Investment Management, Derivatives, Emerging Markets, Deal Execution, Project Finance, Capital Structure, Managerial Finance, Equity Valuation, Equity Trading, Acquisitions, Banking, Series 63, Trading, Leveraged Finance, Bloomberg, Portfolio Management, Funding, Financial Risk..., Finance, Fixed Income, Deal Sourcing, Capital Raising, Investment Strategies
Education
Princeton University 1977 — 1981
Bachelor of Arts (B.A.)
Jason Harvey's Merrill Lynch Experience July 2001 - May 2009
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citi September 2010 - Present
Deutsche Bank May 2009 - September 2010
Merrill Lynch July 2001 - May 2009
JPMorgan Chase October 1998 - July 2001
Barclays Capital November 1996 - October 1998
Bankers Trust June 1994 - November 1996
Skills
Credit Derivatives, CDO, ABS, MBS, CDS, Securitization, Middle Office, Interest Rate..., Structured Products, Fixed Income, Trading Systems, Capital Markets, Options, Market Risk, Trading, CMBS, Risk, Product Control, Fixed Income Trading, Structuring, Swaps, Derivatives, Credit Risk, FX Options, Operational Risk, Equity Derivatives, Bonds, Financial Structuring, Rates, Structured Finance, Market Data, Financial Markets, Securities, Settlement
Education
Princeton University 1989 — 1994
BA, Economics
Citi September 2010 - Present
Deutsche Bank May 2009 - September 2010
Merrill Lynch July 2001 - May 2009
JPMorgan Chase October 1998 - July 2001
Barclays Capital November 1996 - October 1998
Bankers Trust June 1994 - November 1996
Skills
Credit Derivatives, CDO, ABS, MBS, CDS, Securitization, Middle Office, Interest Rate..., Structured Products, Fixed Income, Trading Systems, Capital Markets, Options, Market Risk, Trading, CMBS, Risk, Product Control, Fixed Income Trading, Structuring, Swaps, Derivatives, Credit Risk, FX Options, Operational Risk, Equity Derivatives, Bonds, Financial Structuring, Rates, Structured Finance, Market Data, Financial Markets, Securities, Settlement
Education
Princeton University 1989 — 1994
BA, Economics
Yijia (Richard) Fan's Merrill Lynch Experience July 2011 - June 2013
Job Data Scientist at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority July 2013 - Present
Merrill Lynch July 2011 - June 2013
American Express January 2010 - July 2011
InterDigital Communications May 2010 - October 2010
Skills
SQL, SAS, Matlab, VBA, Data Analysis, C++
Education
Princeton University 2007 — 2010
PostDoc Fellow
The University of Edinburgh 2003 — 2007
PhD
Financial Industry Regulatory Authority July 2013 - Present
Merrill Lynch July 2011 - June 2013
American Express January 2010 - July 2011
InterDigital Communications May 2010 - October 2010
Skills
SQL, SAS, Matlab, VBA, Data Analysis, C++
Education
Princeton University 2007 — 2010
PostDoc Fellow
The University of Edinburgh 2003 — 2007
PhD
Hans Schroeder's Merrill Lynch Experience July 1996 - July 1999
Job Senior Vice President, NFL Media Strategy and Development
Industry Sports
Experience
National Football League (NFL) December 2010 - Present
NFL July 2007 - December 2010
National Football League September 2004 - July 2007
National Football League October 2001 - August 2004
Ask Jeeves March 2000 - October 2001
Merrill Lynch July 1996 - July 1999
Skills
Sponsorship, Business Development, Sports Marketing, Digital Media, Strategic Planning, Strategic Partnerships, Corporate Finance, Sports, Mergers & Acquisitions, Corporate Development, Mergers
Education
Princeton University
National Football League (NFL) December 2010 - Present
NFL July 2007 - December 2010
National Football League September 2004 - July 2007
National Football League October 2001 - August 2004
Ask Jeeves March 2000 - October 2001
Merrill Lynch July 1996 - July 1999
Skills
Sponsorship, Business Development, Sports Marketing, Digital Media, Strategic Planning, Strategic Partnerships, Corporate Finance, Sports, Mergers & Acquisitions, Corporate Development, Mergers
Education
Princeton University
Derrek Oyama's Merrill Lynch Experience September 2008 - December 2008
Job Senior Financial Analyst, Finance and Business Development at Disney Consumer Products
Industry Entertainment
Experience
Disney Consumer Products November 2013 - Present
Disney Consumer Products February 2013 - November 2013
The Walt Disney Company March 2011 - February 2013
State Street Associates June 2010 - September 2010
State of Hawaii Employees' Retirement System January 2010 - May 2010
Geomatrix Investments (Long/Short Equity) August 2009 - May 2010
AKAMAI Capital January 2009 - May 2010
Merrill Lynch September 2008 - December 2008
Kyoiku Juku Ltd. June 2006 - August 2008
Skills
Financial Modeling, Investments, Equity Research, Financial Reporting, Financial Planning and..., Strategic Planning, Financial Analysis, Business Strategy, Strategic Financial..., Accounting, Forecasting, Due Diligence, Business Development, Finance, Asset Management, Portfolio Management, Corporate Finance, Economics, Valuation, Competitive Analysis, Financial Planning
Education
University of Hawaii at Manoa 2006 — 2010
Bachelors, Mathematics, Economics
Punahou School 2000 — 2006
Disney Consumer Products November 2013 - Present
Disney Consumer Products February 2013 - November 2013
The Walt Disney Company March 2011 - February 2013
State Street Associates June 2010 - September 2010
State of Hawaii Employees' Retirement System January 2010 - May 2010
Geomatrix Investments (Long/Short Equity) August 2009 - May 2010
AKAMAI Capital January 2009 - May 2010
Merrill Lynch September 2008 - December 2008
Kyoiku Juku Ltd. June 2006 - August 2008
Skills
Financial Modeling, Investments, Equity Research, Financial Reporting, Financial Planning and..., Strategic Planning, Financial Analysis, Business Strategy, Strategic Financial..., Accounting, Forecasting, Due Diligence, Business Development, Finance, Asset Management, Portfolio Management, Corporate Finance, Economics, Valuation, Competitive Analysis, Financial Planning
Education
University of Hawaii at Manoa 2006 — 2010
Bachelors, Mathematics, Economics
Punahou School 2000 — 2006
Kate Trost (Ryder)'s Merrill Lynch Experience June 2007 - Present
Job Merrill Lynch Financial Advisor trainee
Industry Financial Services
Experience
Merrill Lynch June 2007 - Present
Education
Providence College 1995 — 1999
Merrill Lynch June 2007 - Present
Education
Providence College 1995 — 1999
Jamie Farnham's Merrill Lynch Experience November 1995 - July 1998
Job Portfolio Manager at TCW
Industry Investment Management
Experience
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management November 2002 - December 2009
Primus Capital Funds August 1998 - July 2000
Merrill Lynch November 1995 - July 1998
Education
UCLA Anderson School of Management 2000 — 2002
Princeton University 1991 — 1995
Trust Company of the West December 2009 - Present
Metropolitan West Asset Management November 2002 - December 2009
Primus Capital Funds August 1998 - July 2000
Merrill Lynch November 1995 - July 1998
Education
UCLA Anderson School of Management 2000 — 2002
Princeton University 1991 — 1995
Emmett Wright's Merrill Lynch Experience 2000 - 2003
Job Chief Investment Officer / Regional Vice President New England
Industry Financial Services
Experience
The Alternative Investment Store August 2013 - Present
EM Wright September 2012 - Present
Northwestern Mutual June 2006 - 2012
Milwaukee Ballet 2006 - 2012
Merrill Lynch 2000 - 2003
BankBoston 1990 - 2000
Skills
Investments, Wealth Management, Asset Allocation, Management, Asset Managment, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Equities, Series 7, Alternative Investments
Education
University of Notre Dame 1987 — 1989
Master of Business Administration (M.B.A.)
Providence College 1983 — 1987
Bachelor's Degree
The Alternative Investment Store August 2013 - Present
EM Wright September 2012 - Present
Northwestern Mutual June 2006 - 2012
Milwaukee Ballet 2006 - 2012
Merrill Lynch 2000 - 2003
BankBoston 1990 - 2000
Skills
Investments, Wealth Management, Asset Allocation, Management, Asset Managment, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Equities, Series 7, Alternative Investments
Education
University of Notre Dame 1987 — 1989
Master of Business Administration (M.B.A.)
Providence College 1983 — 1987
Bachelor's Degree
Rose H. Xu's Merrill Lynch Experience July 2006 - August 2007
Job Associate at Dune Real Estate Partners
Industry Venture Capital & Private Equity
Experience
Dune Real Estate Partners July 2013 - Present
The Carlyle Group August 2007 - March 2011
Merrill Lynch July 2006 - August 2007
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investments, Strategy, Entrepreneurship
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Princeton University 2002 — 2006
Dune Real Estate Partners July 2013 - Present
The Carlyle Group August 2007 - March 2011
Merrill Lynch July 2006 - August 2007
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investments, Strategy, Entrepreneurship
Education
Stanford Graduate School of Business 2011 — 2013
MBA
Princeton University 2002 — 2006
Gerald Conway's Merrill Lynch Experience 1986 - 1988
Job Vice President at Societe Generale
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB 2005 - Present
Crédit Agricole Corporate & Investment Bank 2001 - 2005
Canadian Imperial Bank of Commerce 1996 - 2001
Lehman Brothers 1992 - 1996
Bankers Trust 1988 - 1992
Merrill Lynch 1986 - 1988
MONY Financial Services 1985 - 1986
Skills
Rates, Investments, Equities, Interest Rate..., FX Options, Money Market, Funding, Credit Derivatives, Foreign Exchange, Fixed Income, Arbitrage
Education
Providence College 1981 — 1985
BHS
Societe Generale Corporate and Investment Banking - SG CIB 2005 - Present
Crédit Agricole Corporate & Investment Bank 2001 - 2005
Canadian Imperial Bank of Commerce 1996 - 2001
Lehman Brothers 1992 - 1996
Bankers Trust 1988 - 1992
Merrill Lynch 1986 - 1988
MONY Financial Services 1985 - 1986
Skills
Rates, Investments, Equities, Interest Rate..., FX Options, Money Market, Funding, Credit Derivatives, Foreign Exchange, Fixed Income, Arbitrage
Education
Providence College 1981 — 1985
BHS
Raman Murali's Merrill Lynch Experience May 1995 - August 1997
Job VP Enterprise Analytics Management
Industry Information Technology and Services
Experience
Chubb Insurance January 2014 - Present
Chubb Insurance January 2009 - December 2013
Chubb Insurance August 2003 - December 2008
Chubb Insurance September 1997 - July 2003
Merrill Lynch May 1995 - August 1997
Wipro June 1990 - June 1995
Skills
Enterprise Architecture, Project Management, SDLC, Enterprise Software, Business Analysis, Outsourcing, Program Management, Business Intelligence, Data Warehousing, IT Strategy, Financial Services, Vendor Management, Sybase, Data Analysis, Requirements Analysis, PMO, Requirements Gathering, Big Data, Hadoop, Software Project..., Text Analytics, Business Process, PMP
Education
PSG College of Technology 1987 — 1990
Masters, Computer Applications
PSG College of Technology 1984 — 1987
Bachelors, Applied Sciences
Breeks 1971 — 1984
Chubb Insurance January 2014 - Present
Chubb Insurance January 2009 - December 2013
Chubb Insurance August 2003 - December 2008
Chubb Insurance September 1997 - July 2003
Merrill Lynch May 1995 - August 1997
Wipro June 1990 - June 1995
Skills
Enterprise Architecture, Project Management, SDLC, Enterprise Software, Business Analysis, Outsourcing, Program Management, Business Intelligence, Data Warehousing, IT Strategy, Financial Services, Vendor Management, Sybase, Data Analysis, Requirements Analysis, PMO, Requirements Gathering, Big Data, Hadoop, Software Project..., Text Analytics, Business Process, PMP
Education
PSG College of Technology 1987 — 1990
Masters, Computer Applications
PSG College of Technology 1984 — 1987
Bachelors, Applied Sciences
Breeks 1971 — 1984
Nicole Thie's Merrill Lynch Experience 2006 - 2006
Job Global Client Group at Deutsche Bank AWM
Industry Financial Services
Experience
Deutsche Asset and Wealth Management February 2011 - Present
Deutsche Bank September 2006 - Present
Merrill Lynch 2006 - 2006
Epstein Becker & Green, P.C. 2002 - 2003
Skills
Hedge Funds, Capital Markets, Valuation, Investment Banking, Fixed Income, Financial Modeling, Private Equity, Bloomberg, Equities, Alternative Investments, Mergers, Derivatives
Education
Princeton University 2002 — 2006
Bachelor of Engineering (B.E.), Operations Research & Financial Engineering
Deutsche Asset and Wealth Management February 2011 - Present
Deutsche Bank September 2006 - Present
Merrill Lynch 2006 - 2006
Epstein Becker & Green, P.C. 2002 - 2003
Skills
Hedge Funds, Capital Markets, Valuation, Investment Banking, Fixed Income, Financial Modeling, Private Equity, Bloomberg, Equities, Alternative Investments, Mergers, Derivatives
Education
Princeton University 2002 — 2006
Bachelor of Engineering (B.E.), Operations Research & Financial Engineering
Robert J. Horowitz's Merrill Lynch Experience May 2005 - November 2007
Job Chief Operating Officer at Borden Perlman Salisbury & Kelly
Industry Venture Capital & Private Equity
Experience
Borden Perlman Salisbury & Kelly Insurance October 2013 - Present
Horowitz Capital Partners, LLC 2008 - Present
Gerson Lehrman Group May 2012 - October 2013
Four Springs Capital LLC May 2010 - January 2013
Spencer Trask Ventures November 2007 - May 2010
Merrill Lynch May 2005 - November 2007
Skills
Private Equity, Venture Capital, Start-ups, Investments, Investment Banking, Entrepreneur, Corporate Development, Valuation, Financial Modeling, Alternative Investments, Luxury Goods, Due Diligence, Watches, Corporate Finance, Luxury Lifestyle, Capital Markets, Mergers & Acquisitions, Hedge Funds, Mergers, Entrepreneurship, Financial Analysis, Investor Relations, Emerging Markets, Portfolio Management, Private Placements
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.)
Seton Hall University
Finance & Economics
Princeton University
Economics
Borden Perlman Salisbury & Kelly Insurance October 2013 - Present
Horowitz Capital Partners, LLC 2008 - Present
Gerson Lehrman Group May 2012 - October 2013
Four Springs Capital LLC May 2010 - January 2013
Spencer Trask Ventures November 2007 - May 2010
Merrill Lynch May 2005 - November 2007
Skills
Private Equity, Venture Capital, Start-ups, Investments, Investment Banking, Entrepreneur, Corporate Development, Valuation, Financial Modeling, Alternative Investments, Luxury Goods, Due Diligence, Watches, Corporate Finance, Luxury Lifestyle, Capital Markets, Mergers & Acquisitions, Hedge Funds, Mergers, Entrepreneurship, Financial Analysis, Investor Relations, Emerging Markets, Portfolio Management, Private Placements
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.)
Seton Hall University
Finance & Economics
Princeton University
Economics
Michael Butkus's Merrill Lynch Experience June 1978 - April 1982
Job Experienced Financial Services Professional and Entrepreneur Seeking New Business Opportunity
Industry Financial Services
Experience
J.P. Morgan December 2011 - December 2012
Ned Davis Research Group February 2005 - June 2009
CIBC World Markets May 2003 - January 2005
Deutsche Bank Securities June 1999 - May 2002
SALOMON BROTHERS / ROBINSON HUMPHREY April 1996 - January 1999
CS First Boston Corporation April 1982 - April 1996
Merrill Lynch June 1978 - April 1982
Skills
Strategic Financial..., Valuation, Asset Management, Series 7, Hedge Funds, Investments, Equities, Securities, Alternative Investments, Portfolio Management, Wealth Management, Capital Markets, Loans, Fixed Income, Asset Allocation, Financial Analysis, Strategic Planning, Banking, Financial Modeling
Education
Princeton University 1974 — 1978
Bachelor of Arts, Psychology
J.P. Morgan December 2011 - December 2012
Ned Davis Research Group February 2005 - June 2009
CIBC World Markets May 2003 - January 2005
Deutsche Bank Securities June 1999 - May 2002
SALOMON BROTHERS / ROBINSON HUMPHREY April 1996 - January 1999
CS First Boston Corporation April 1982 - April 1996
Merrill Lynch June 1978 - April 1982
Skills
Strategic Financial..., Valuation, Asset Management, Series 7, Hedge Funds, Investments, Equities, Securities, Alternative Investments, Portfolio Management, Wealth Management, Capital Markets, Loans, Fixed Income, Asset Allocation, Financial Analysis, Strategic Planning, Banking, Financial Modeling
Education
Princeton University 1974 — 1978
Bachelor of Arts, Psychology
Abhishek Navre's Merrill Lynch Experience July 2010 - Present
Job Application Programming Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Reach Call Inc. June 2009 - November 2009
Skills
SDLC, Unix, Java, SQL, Business Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2010
MS, IT
Pune Institute of Computer Technology 2004 — 2008
Merrill Lynch July 2010 - Present
Reach Call Inc. June 2009 - November 2009
Skills
SDLC, Unix, Java, SQL, Business Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2010
MS, IT
Pune Institute of Computer Technology 2004 — 2008
Shawn Mahoney's Merrill Lynch Experience 1989 - 1996
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Lixin Wang's Merrill Lynch Experience April 2006 - December 2008
Job
Industry Investment Banking
Experience
BlueCrest Capital Management, LLP September 2013 - Present
Morgan Stanley June 2009 - August 2013
Merrill Lynch April 2006 - December 2008
JPMorgan Chase March 2005 - March 2006
Lehman Brothers 2004 - 2005
Skills
Proprietary Trading, Quantitative Investing, Credit Derivatives, CDS, Fixed Income, Trading Systems, Quantitative Finance, Equity Derivatives, Derivatives, Structured Products, Market Risk, Interest Rate...
Education
Princeton University 2000 — 2004
Ph.D, Operational Research and Financial Engineering
BlueCrest Capital Management, LLP September 2013 - Present
Morgan Stanley June 2009 - August 2013
Merrill Lynch April 2006 - December 2008
JPMorgan Chase March 2005 - March 2006
Lehman Brothers 2004 - 2005
Skills
Proprietary Trading, Quantitative Investing, Credit Derivatives, CDS, Fixed Income, Trading Systems, Quantitative Finance, Equity Derivatives, Derivatives, Structured Products, Market Risk, Interest Rate...
Education
Princeton University 2000 — 2004
Ph.D, Operational Research and Financial Engineering
Marcus Stewart's Merrill Lynch Experience June 2010 - August 2010
Job Senior Business Analyst at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan May 2015 - Present
BENTEK Energy March 2013 - May 2015
Promontory Financial Group, LLC April 2012 - January 2013
Benchmark Investments & Insurance October 2011 - April 2012
Merrill Lynch June 2010 - August 2010
Performance Rehabilitation Orthopedics June 2009 - August 2009
Skills
PowerPoint, Data Analysis, Renewable Energy, Microsoft Word, Microsoft Excel, Energy, Market Research, Microsoft Office, Investments, Research, Strategic Planning, Financial Analysis
Education
Princeton University 2007 — 2011
Bachelor of Arts, Economics
Kinder Morgan May 2015 - Present
BENTEK Energy March 2013 - May 2015
Promontory Financial Group, LLC April 2012 - January 2013
Benchmark Investments & Insurance October 2011 - April 2012
Merrill Lynch June 2010 - August 2010
Performance Rehabilitation Orthopedics June 2009 - August 2009
Skills
PowerPoint, Data Analysis, Renewable Energy, Microsoft Word, Microsoft Excel, Energy, Market Research, Microsoft Office, Investments, Research, Strategic Planning, Financial Analysis
Education
Princeton University 2007 — 2011
Bachelor of Arts, Economics
Mark Paski's Merrill Lynch Experience June 2007 - August 2007
Job Equity Trader Vice President
Industry Financial Services
Experience
Deutsche Bank February 2015 - Present
Deutsche Bank February 2013 - January 2015
Deutsche Bank July 2010 - February 2013
Deutsche Bank June 2009 - August 2009
Capital Public Affairs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Princeton University 2006 — 2010
B.A. cum laude, Economics, Politics, Architecture
Delbarton School 2000 — 2006
Deutsche Bank February 2015 - Present
Deutsche Bank February 2013 - January 2015
Deutsche Bank July 2010 - February 2013
Deutsche Bank June 2009 - August 2009
Capital Public Affairs June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Princeton University 2006 — 2010
B.A. cum laude, Economics, Politics, Architecture
Delbarton School 2000 — 2006
Kristofor Fan's Merrill Lynch Experience May 2010 - August 2010
Job Software Engineer
Industry Financial Services
Experience
Derivatives Software Inc. August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Benefit Plan Solutions, Inc. May 2009 - October 2009
Davenforth, LLC June 2008 - September 2008
Skills
C++, Matlab, Perl, VBA, Java, Lua, HTML, R, SQL, OpenCL, Python, Derivatives, Quantitative Finance, Statistics, Econometrics, Financial Engineering, Stochastic Calculus, Unix, Visual Basic, Monte Carlo Simulation, Windows, Excel, Sybase, Shell Scripting
Education
University of Hawaii at Manoa 2009 — 2010
Master of Science, Financial Engineering
University of Washington 2004 — 2008
Bachelor of Science, Applied & Computational Math Sciences
Punahou School 2001 — 2004
Derivatives Software Inc. August 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Benefit Plan Solutions, Inc. May 2009 - October 2009
Davenforth, LLC June 2008 - September 2008
Skills
C++, Matlab, Perl, VBA, Java, Lua, HTML, R, SQL, OpenCL, Python, Derivatives, Quantitative Finance, Statistics, Econometrics, Financial Engineering, Stochastic Calculus, Unix, Visual Basic, Monte Carlo Simulation, Windows, Excel, Sybase, Shell Scripting
Education
University of Hawaii at Manoa 2009 — 2010
Master of Science, Financial Engineering
University of Washington 2004 — 2008
Bachelor of Science, Applied & Computational Math Sciences
Punahou School 2001 — 2004
William Workman's Merrill Lynch Experience June 1997 - September 2006
Job Sr. Director, Compensation at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
BlackRock September 2006 - April 2014
Merrill Lynch June 1997 - September 2006
Towers Perrin 1992 - 1997
Skills
Executive Pay, Asset Management, Incentive Plan Design, Deferred Compensation, Alternative Investments
Education
Princeton University 1984 — 1989
B.A., Economics
TIAA-CREF March 2015 - Present
BlackRock September 2006 - April 2014
Merrill Lynch June 1997 - September 2006
Towers Perrin 1992 - 1997
Skills
Executive Pay, Asset Management, Incentive Plan Design, Deferred Compensation, Alternative Investments
Education
Princeton University 1984 — 1989
B.A., Economics
Stephanie Tzeng's Merrill Lynch Experience June 2008 - August 2008
Job Data Scientist at AppNexus
Industry Information Technology and Services
Experience
AppNexus March 2014 - Present
AppNexus November 2012 - February 2014
AppNexus December 2011 - October 2012
Bank of America Merrill Lynch July 2009 - December 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Frito Lay July 2006 - August 2006
Skills
Analysis, Analytics, Data Analysis, Business Analysis, SQL, Business Intelligence, Finance, Python, Data Science, Hive, Hadoop
Education
Princeton University 2005 — 2009
Bachelor of Science in Engineering, Operations Research and Financial Engineering, Finance, Applications of Computing
AppNexus March 2014 - Present
AppNexus November 2012 - February 2014
AppNexus December 2011 - October 2012
Bank of America Merrill Lynch July 2009 - December 2011
Merrill Lynch June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Frito Lay July 2006 - August 2006
Skills
Analysis, Analytics, Data Analysis, Business Analysis, SQL, Business Intelligence, Finance, Python, Data Science, Hive, Hadoop
Education
Princeton University 2005 — 2009
Bachelor of Science in Engineering, Operations Research and Financial Engineering, Finance, Applications of Computing
Reid Joseph's Merrill Lynch Experience 2007 - 2009
Job Vice President at Westbrook Partners
Industry Real Estate
Experience
Westbrook Partners August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Education
Princeton University 2003 — 2007
AB, Economics, Finance, Spanish
The Bishop's School
Westbrook Partners August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Merrill Lynch 2007 - 2009
Education
Princeton University 2003 — 2007
AB, Economics, Finance, Spanish
The Bishop's School
Terry Keegan's Merrill Lynch Experience September 1981 - September 1983
Job RESIDENTIAL SALES at FAIRFIELD COUNTY REAL ESTATE
Industry Real Estate
Experience
FAIRFIELD COUNTY REAL ESTATE December 1985 - Present
Merrill Lynch September 1981 - September 1983
The Chase Manhattan Bank September 1981 - March 1983
Education
Providence College 1979 — 1981
BS Finance, Finance
Saint Michael's College 1977 — 1978
1 year, Economics
FAIRFIELD COUNTY REAL ESTATE December 1985 - Present
Merrill Lynch September 1981 - September 1983
The Chase Manhattan Bank September 1981 - March 1983
Education
Providence College 1979 — 1981
BS Finance, Finance
Saint Michael's College 1977 — 1978
1 year, Economics
Ken Bruce's Merrill Lynch Experience September 1996 - February 2008
Job Testing Coordinator
Industry Education Management
Experience
Berlitz April 2009 - Present
Merrill Lynch September 1996 - February 2008
Putnam Investments November 1992 - August 1996
Skills
Social Media, ESL, Organizational..., Staff Development, Spanish, Microsoft Office, Instructional Design, Teaching, Curriculum Design, Foreign Languages, E-Learning, Leadership Development, Social Media Marketing, PowerPoint, Team Building, Research, Marketing, Curriculum Development
Education
Providence College 1987 — 1992
Bachelor of Arts (BA), History
Millburn High School 1984 — 1987
Diploma
Berlitz April 2009 - Present
Merrill Lynch September 1996 - February 2008
Putnam Investments November 1992 - August 1996
Skills
Social Media, ESL, Organizational..., Staff Development, Spanish, Microsoft Office, Instructional Design, Teaching, Curriculum Design, Foreign Languages, E-Learning, Leadership Development, Social Media Marketing, PowerPoint, Team Building, Research, Marketing, Curriculum Development
Education
Providence College 1987 — 1992
Bachelor of Arts (BA), History
Millburn High School 1984 — 1987
Diploma
Hugh Hurley's Merrill Lynch Experience 2000 - 2006
Job Managing Director, Global Head of Product Strategy
Industry Financial Services
Experience
BlackRock July 2014 - Present
BlackRock June 2010 - July 2014
BlackRock 2006 - 2010
Merrill Lynch 2000 - 2006
Merrill Lynch 1993 - 2000
Skills
Fixed Income, Equities, Series 7, Derivatives, Alternative Investments, Asset Management, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Securities, Mutual Funds, Investments, Portfolio Management, Management, Capital Markets, Series 63, Financial Services, Investment Management, Bloomberg, Asset Allocation
Education
Providence College 1982 — 1986
Bachelor’s Degree, Business Finance
Delbarton School
BlackRock July 2014 - Present
BlackRock June 2010 - July 2014
BlackRock 2006 - 2010
Merrill Lynch 2000 - 2006
Merrill Lynch 1993 - 2000
Skills
Fixed Income, Equities, Series 7, Derivatives, Alternative Investments, Asset Management, Investment Strategies, ETFs, Hedge Funds, Wealth Management, Securities, Mutual Funds, Investments, Portfolio Management, Management, Capital Markets, Series 63, Financial Services, Investment Management, Bloomberg, Asset Allocation
Education
Providence College 1982 — 1986
Bachelor’s Degree, Business Finance
Delbarton School
Kevin McGunnigle's Merrill Lynch Experience July 2014 - Present
Job Asia Pacific Equity Sales at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch August 2009 - July 2014
Bank of America Merrill Lynch January 2007 - November 2009
Merrill Lynch June 2005 - December 2006
Skills
Series 7, Series 63, Hedge Funds, Equities, Investment Strategies, Bloomberg Terminal, Wealth Management, Derivatives, Mutual Funds, Asset Allocation, Fixed Income
Education
Providence College 1998 — 2002
BA, Social Science, Political Science
Merrill Lynch July 2014 - Present
Merrill Lynch August 2009 - July 2014
Bank of America Merrill Lynch January 2007 - November 2009
Merrill Lynch June 2005 - December 2006
Skills
Series 7, Series 63, Hedge Funds, Equities, Investment Strategies, Bloomberg Terminal, Wealth Management, Derivatives, Mutual Funds, Asset Allocation, Fixed Income
Education
Providence College 1998 — 2002
BA, Social Science, Political Science
James McKenna's Merrill Lynch Experience July 2007 - March 2009
Job Vice President at Serent Capital
Industry Higher Education
Experience
Serent Capital July 2015 - Present
Mervin Manufacturing, Inc. June 2014 - August 2014
Rocketship Education August 2011 - July 2013
Friedman Fleischer & Lowe July 2009 - July 2011
Merrill Lynch July 2007 - March 2009
Skills
Financial Modeling, Venture Capital, Valuation, Private Equity, Financial Analysis, Strategy, Start-ups, Investments, Management Consulting, Investment Banking, Corporate Development, Business Strategy, Entrepreneurship, Corporate Finance, Due Diligence, Competitive Analysis
Education
Stanford University Graduate School of Business 2013 — 2015
Princeton University 2003 — 2007
Economics
The Lawrenceville School 1999 — 2003
Serent Capital July 2015 - Present
Mervin Manufacturing, Inc. June 2014 - August 2014
Rocketship Education August 2011 - July 2013
Friedman Fleischer & Lowe July 2009 - July 2011
Merrill Lynch July 2007 - March 2009
Skills
Financial Modeling, Venture Capital, Valuation, Private Equity, Financial Analysis, Strategy, Start-ups, Investments, Management Consulting, Investment Banking, Corporate Development, Business Strategy, Entrepreneurship, Corporate Finance, Due Diligence, Competitive Analysis
Education
Stanford University Graduate School of Business 2013 — 2015
Princeton University 2003 — 2007
Economics
The Lawrenceville School 1999 — 2003
Harish Prabhu's Merrill Lynch Experience August 2004 - June 2010
Job Director at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
RBC Capital Markets June 2010 - August 2012
Merrill Lynch August 2004 - June 2010
Datacore Systems February 1998 - August 2004
Medco October 2002 - July 2004
Aetna May 1998 - September 2002
Datamatics 1996 - 1998
Skills
Trading Systems, TIBCO Rendezvous, TIBCO EMS, Equities
Education
Pune Institute of Computer Technology 1990 — 1994
Bachelor of Engineering (BE), Computer Engineering
UBS May 2012 - Present
RBC Capital Markets June 2010 - August 2012
Merrill Lynch August 2004 - June 2010
Datacore Systems February 1998 - August 2004
Medco October 2002 - July 2004
Aetna May 1998 - September 2002
Datamatics 1996 - 1998
Skills
Trading Systems, TIBCO Rendezvous, TIBCO EMS, Equities
Education
Pune Institute of Computer Technology 1990 — 1994
Bachelor of Engineering (BE), Computer Engineering
John Raffles's Merrill Lynch Experience June 2007 - August 2007
Job Regional Client Solutions Consultant Manager at Morningstar
Industry Financial Services
Experience
Morningstar July 2013 - Present
Morningstar December 2011 - July 2013
Morningstar April 2011 - December 2011
Morningstar December 2009 - April 2011
Lake Forest High School August 2009 - October 2009
UBS Global Asset Management June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Williams-Sonoma, Inc. 2003 - 2004
Skills
Outstanding Customer..., Critical Thinking, Creative Problem Solving, Investments, Asset Allocation, Mutual Funds, Closed-end Funds, ETFs, Performance Reporting, Fund Analysis, Business Relationship..., Performance Attribution, Portfolio Optimization, Account Management, Separately Managed..., Customer Service, Business Development, Relationship Management, Wealth Management, Equities, Fixed Income, Financial Markets, Hedge Funds, Financial Services, Analysis, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Managerial and Organization Behavior, Entrepreneurship
Principia College 2005 — 2009
BA, Business Administration Major, Economics and History Minors
Lake Forest High School 2001 — 2005
Morningstar July 2013 - Present
Morningstar December 2011 - July 2013
Morningstar April 2011 - December 2011
Morningstar December 2009 - April 2011
Lake Forest High School August 2009 - October 2009
UBS Global Asset Management June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Williams-Sonoma, Inc. 2003 - 2004
Skills
Outstanding Customer..., Critical Thinking, Creative Problem Solving, Investments, Asset Allocation, Mutual Funds, Closed-end Funds, ETFs, Performance Reporting, Fund Analysis, Business Relationship..., Performance Attribution, Portfolio Optimization, Account Management, Separately Managed..., Customer Service, Business Development, Relationship Management, Wealth Management, Equities, Fixed Income, Financial Markets, Hedge Funds, Financial Services, Analysis, Portfolio Management, Asset Management
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Managerial and Organization Behavior, Entrepreneurship
Principia College 2005 — 2009
BA, Business Administration Major, Economics and History Minors
Lake Forest High School 2001 — 2005
Michael F Barry's Merrill Lynch Experience October 2007 - January 2009
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Sterne Agee February 2013 - May 2015
Stifel Nicolaus Weisel September 2009 - February 2013
Merrill Lynch October 2007 - January 2009
Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA with Distinction, Finance
Princeton University 1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program
Piper Jaffray May 2015 - Present
Sterne Agee February 2013 - May 2015
Stifel Nicolaus Weisel September 2009 - February 2013
Merrill Lynch October 2007 - January 2009
Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA with Distinction, Finance
Princeton University 1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program
Rob Manning's Merrill Lynch Experience 2007 - 2009
Job Head of Trading at Evercore ISI
Industry Financial Services
Experience
Evercore Partners 2012 - Present
Keefe Bruyette & Woods 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Bloomberg, Equities
Education
Princeton University
Evercore Partners 2012 - Present
Keefe Bruyette & Woods 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Bloomberg, Equities
Education
Princeton University
John Kokowski's Merrill Lynch Experience April 2011 - June 2014
Job Vice President at BTIG
Industry Financial Services
Experience
BTIG September 2015 - Present
HSBC June 2014 - September 2015
Merrill Lynch April 2011 - June 2014
Bank of America Merrill Lynch July 2008 - April 2011
Skills
Trading, FX Options, Securities, Investments, Sales, Financial Risk, Equities, Fixed Income
Education
Providence College 2004 — 2008
Finance
Bergen Catholic
BTIG September 2015 - Present
HSBC June 2014 - September 2015
Merrill Lynch April 2011 - June 2014
Bank of America Merrill Lynch July 2008 - April 2011
Skills
Trading, FX Options, Securities, Investments, Sales, Financial Risk, Equities, Fixed Income
Education
Providence College 2004 — 2008
Finance
Bergen Catholic
Joe Boateng's Merrill Lynch Experience February 2008 - February 2010
Job Consultant at Merrill Lynch
Industry Financial Services
Experience
Verizon Wireless May 2010 - Present
Merrill Lynch February 2008 - February 2010
Education
Rensselaer Polytechnic Institute 1983 — 1984
Master of Science (M.S.), Management Information Systems/Operations Research
Princeton University 1978 — 1982
Bachelor of Science in Engineering, Civil Engineering/Operations Research
Verizon Wireless May 2010 - Present
Merrill Lynch February 2008 - February 2010
Education
Rensselaer Polytechnic Institute 1983 — 1984
Master of Science (M.S.), Management Information Systems/Operations Research
Princeton University 1978 — 1982
Bachelor of Science in Engineering, Civil Engineering/Operations Research
Lucia A. Marin's Merrill Lynch Experience 1999 - 2000
Job Global Real Estate Advisor at ONE Sotheby's International Realty
Industry Real Estate
Experience
ONE Sotheby's International Realty September 2014 - Present
American Capital August 2006 - December 2013
MapleWood Partners LP 2001 - 2004
Telefonica B2B 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Investment Banking, Financial Modeling, Finance, Valuation, Due Diligence, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Princeton University 1995 — 1999
BA, Economics
ONE Sotheby's International Realty September 2014 - Present
American Capital August 2006 - December 2013
MapleWood Partners LP 2001 - 2004
Telefonica B2B 2000 - 2001
Merrill Lynch 1999 - 2000
Skills
Investment Banking, Financial Modeling, Finance, Valuation, Due Diligence, Mergers & Acquisitions, Private Equity, Business Strategy, Corporate Finance, Strategy
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Princeton University 1995 — 1999
BA, Economics
Eric Cutler's Merrill Lynch Experience April 2010 - Present
Job VP, Senior Direct Supervision Principal Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Merrill Lynch June 2009 - April 2010
Banc of America Investments June 2006 - June 2009
CCO Investment Services November 2005 - June 2006
CCO Investment Services June 2004 - November 2005
Fidelity Investments July 2000 - October 2003
Skills
Securities, Mutual Funds, Project Management, Customer Service, Analysis, Leadership, Program Management, Series 24, Microsoft Office, Problem Solving, Social Media, Options
Education
Providence College 1994 — 1998
Bachelor of Arts, Theatre Arts
Merrill Lynch April 2010 - Present
Merrill Lynch June 2009 - April 2010
Banc of America Investments June 2006 - June 2009
CCO Investment Services November 2005 - June 2006
CCO Investment Services June 2004 - November 2005
Fidelity Investments July 2000 - October 2003
Skills
Securities, Mutual Funds, Project Management, Customer Service, Analysis, Leadership, Program Management, Series 24, Microsoft Office, Problem Solving, Social Media, Options
Education
Providence College 1994 — 1998
Bachelor of Arts, Theatre Arts
Jasmine Chen's Merrill Lynch Experience June 2012 - June 2014
Job Private Equity Associate at The Carlyle Group
Industry Investment Banking
Experience
The Carlyle Group July 2014 - Present
Merrill Lynch June 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Modeling, Business Analysis, Banking, Finance
Education
Princeton University 2008 — 2012
Bachelor's degree, Woodrow Wilson School of Public and International Affairs
The Carlyle Group July 2014 - Present
Merrill Lynch June 2012 - June 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Financial Modeling, Business Analysis, Banking, Finance
Education
Princeton University 2008 — 2012
Bachelor's degree, Woodrow Wilson School of Public and International Affairs
Jim Roccas's Merrill Lynch Experience April 2001 - August 2007
Job Managing Director at Parametric Risk Advisors
Industry Investment Management
Experience
Parametric Risk Advisors March 2008 - Present
Merrill Lynch April 2001 - August 2007
J.P. Morgan Chase & Co. July 1995 - March 2001
Skills
Asset Management, Investments, Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Portfolio Management, Asset Allocation, Derivatives, Series 7, Mutual Funds
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor's degree, Economics
Parametric Risk Advisors March 2008 - Present
Merrill Lynch April 2001 - August 2007
J.P. Morgan Chase & Co. July 1995 - March 2001
Skills
Asset Management, Investments, Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Portfolio Management, Asset Allocation, Derivatives, Series 7, Mutual Funds
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor's degree, Economics
Jason Hutton's Merrill Lynch Experience July 2015 - Present
Job Senior Vice President Wealth Management, Senior Financial Advisor, Senior Portfolio Manager | Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
Merrill Lynch July 2015 - Present
Wealth and Investment Management at Barclays March 2010 - July 2015
UBS Financial Services September 2008 - March 2010
Lehman Brothers December 1996 - September 2008
Skills
Securities, Wealth Management, Hedge Funds, Investments, Equities, Fixed Income, Alternative Investments, Strategic Planning, Portfolio Management, Private Equity, Private Banking, Master Limited..., Asset Allocation, Investment Advisory, Financial Advisory, Private Clients, Family Office, Financial Modeling, Capital Markets, Asset Management, Investment Banking, Strategy, Valuation
Education
Princeton University 1992 — 1996
Bachelor of Arts (BA), Political Science
Princeton University 1992 — 1996
John Regan's Merrill Lynch Experience June 2007 - March 2009
Job Principal at Park Bridge Financial
Industry Real Estate
Experience
Park Bridge Financial March 2009 - Present
Merrill Lynch June 2007 - March 2009
JP Morgan Securities July 2003 - June 2007
Fleet Boston Securities May 1996 - June 2003
Skills
Real Estate, Syndications, Leveraged Finance, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Investments, CMBS, Asset Management, Portfolio Management, Financial Modeling, Commercial Real Estate, Management, Real Estate Financing, Capital Markets, Credit, Banking
Education
Providence College 1981 — 1985
BS, Finance
Iona Prep
Park Bridge Financial March 2009 - Present
Merrill Lynch June 2007 - March 2009
JP Morgan Securities July 2003 - June 2007
Fleet Boston Securities May 1996 - June 2003
Skills
Real Estate, Syndications, Leveraged Finance, Real Estate Economics, Investment Properties, Due Diligence, Valuation, Investments, CMBS, Asset Management, Portfolio Management, Financial Modeling, Commercial Real Estate, Management, Real Estate Financing, Capital Markets, Credit, Banking
Education
Providence College 1981 — 1985
BS, Finance
Iona Prep
Henry Frelinghuysen's Merrill Lynch Experience February 2012 - July 2013
Job Retirement Benefit Specialist at Merrill Lynch
Industry Research
Experience
Merrill Lynch February 2012 - July 2013
Merrill Lynch May 2011 - February 2012
Hong Kong Association of New York January 2011 - May 2011
Skills
Research, Employee Benefits, Equities, Investments, Asset Management, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Analysis
Education
Princeton University 2006 — 2010
B.A., History
Merrill Lynch February 2012 - July 2013
Merrill Lynch May 2011 - February 2012
Hong Kong Association of New York January 2011 - May 2011
Skills
Research, Employee Benefits, Equities, Investments, Asset Management, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Analysis
Education
Princeton University 2006 — 2010
B.A., History
Jacqueline Kaplove's Merrill Lynch Experience 2011 - June 2012
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2012 - Present
Merrill Lynch 2011 - June 2012
MEC May 2010 - August 2011
Education
Providence College 2008 — 2012
B.S. Finance, French Minor
UBS Financial Services June 2012 - Present
Merrill Lynch 2011 - June 2012
MEC May 2010 - August 2011
Education
Providence College 2008 — 2012
B.S. Finance, French Minor
Douglas Twombly's Merrill Lynch Experience April 1999 - June 2006
Job at
Industry Financial Services
Experience
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Mesirow Financial September 2013 - Present
Loop Capital Markets April 2012 - August 2013
Raymond James & Associates, Inc April 2011 - June 2012
Barclays Capital June 2006 - January 2011
Merrill Lynch April 1999 - June 2006
State Street Bank January 1992 - April 1999
State Street Bank & Trust 1992 - 1999
Skills
Fixed Income, Bonds, Series 7, Series 63, Trading, Capital Markets, Investment Banking, Securities, Derivatives, Structured Products, Alternative Investments, Asset Managment, Bloomberg, Portfolio Management, Interest Rate..., Asset Management, Mutual Funds, Options
Education
Providence College 1987 — 1991
BA, Political Science
Henry Yordan's Merrill Lynch Experience 1988 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank Securities 1995 - 2000
Merrill Lynch 1988 - 1995
J.P. Morgan 1979 - 1988
Education
Stanford University
Master of Business Administration (MBA)
Princeton University
Bachelor of Arts (B.A.), Economics
Deutsche Bank Securities 1995 - 2000
Merrill Lynch 1988 - 1995
J.P. Morgan 1979 - 1988
Education
Stanford University
Master of Business Administration (MBA)
Princeton University
Bachelor of Arts (B.A.), Economics
Richard Fusco's Merrill Lynch Experience October 2010 - June 2012
Job Vice President Institutional Municipal Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Merrill Lynch October 2010 - June 2012
Merrill Lynch June 2006 - October 2010
OppenheimerFunds 2005 - June 2006
Lebenthal 2004 - 2005
Ocean Capital 2003 - 2004
Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios
Education
Providence College 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Wells Fargo November 2012 - Present
Merrill Lynch October 2010 - June 2012
Merrill Lynch June 2006 - October 2010
OppenheimerFunds 2005 - June 2006
Lebenthal 2004 - 2005
Ocean Capital 2003 - 2004
Skills
Series 7, Series 66, Fixed Income, Municipal Bonds, Model Portfolios
Education
Providence College 1999 — 2003
Bachelor's degree, Marketing/Marketing Management, General
Nicolas Cojocaru-Durand's Merrill Lynch Experience June 2008 - August 2008
Job FixedIncome Trader
Industry Financial Services
Experience
Citadel LLC October 2011 - July 2015
Citadel LLC January 2010 - October 2011
Citadel LLC July 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Skills
Bloomberg, Excel, Python, R, Derivatives, Fixed Income, FX Options, Trading Strategies, Quantitative Finance, Econometrics, Asset Managment, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Investments
Education
Princeton University 2007 — 2009
M.Fin, Finance
University of Montreal 2003 — 2006
B.Sc., Mathematics
College Jean-de-Brebeuf 2001 — 2003
DEC, Pure and Applied Science
College Notre-Dame 1996 — 2001
Citadel LLC October 2011 - July 2015
Citadel LLC January 2010 - October 2011
Citadel LLC July 2009 - January 2010
Merrill Lynch June 2008 - August 2008
Skills
Bloomberg, Excel, Python, R, Derivatives, Fixed Income, FX Options, Trading Strategies, Quantitative Finance, Econometrics, Asset Managment, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Investments
Education
Princeton University 2007 — 2009
M.Fin, Finance
University of Montreal 2003 — 2006
B.Sc., Mathematics
College Jean-de-Brebeuf 2001 — 2003
DEC, Pure and Applied Science
College Notre-Dame 1996 — 2001
Alfred Shaver AIF®'s Merrill Lynch Experience June 2010 - August 2010
Job Regional Sales Rep Retirement Plan Sales at The Guardian Life Insurance Company of America
Industry Investment Management
Experience
The Guardian Life Insurance Company of America July 2013 - Present
Eaton Vance May 2013 - July 2013
Eaton Vance January 2013 - May 2013
Patriot Energy August 2012 - January 2013
Fidelity Investments June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg, Teamwork, Research, Social Media, Public Speaking, Accounting, Economics, Macroeconomics, AIF
Education
Providence College 2008 — 2012
Bachelor's degree, Accounting and Finance
Università degli Studi di Firenze / University of Florence 2011 — 2011
The Guardian Life Insurance Company of America July 2013 - Present
Eaton Vance May 2013 - July 2013
Eaton Vance January 2013 - May 2013
Patriot Energy August 2012 - January 2013
Fidelity Investments June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Outlook, Bloomberg, Teamwork, Research, Social Media, Public Speaking, Accounting, Economics, Macroeconomics, AIF
Education
Providence College 2008 — 2012
Bachelor's degree, Accounting and Finance
Università degli Studi di Firenze / University of Florence 2011 — 2011
Janaka Withana's Merrill Lynch Experience 1994 - 2002
Job Head of FVA at UBS
Industry Financial Services
Ryan Teising's Merrill Lynch Experience May 2006 - March 2012
Job Software Developer with Keller Schroeder
Industry Information Technology and Services
Experience
Keller Schroeder July 2013 - Present
Royal Bank of Canada Capital Markets April 2012 - June 2013
Merrill Lynch May 2006 - March 2012
enfoTech & Consulting Inc. June 2004 - May 2006
Skills
.NET, Databases, Python, Java, Credit Derivatives
Education
Princeton University 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
Keller Schroeder July 2013 - Present
Royal Bank of Canada Capital Markets April 2012 - June 2013
Merrill Lynch May 2006 - March 2012
enfoTech & Consulting Inc. June 2004 - May 2006
Skills
.NET, Databases, Python, Java, Credit Derivatives
Education
Princeton University 2000 — 2004
Bachelor of Engineering (B.E.), Computer Science
RAMAPRASANNAVIGNESH PONNUSWAMI's Merrill Lynch Experience June 2013 - August 2013
Job Technology Analyst at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch June 2013 - August 2013
College of Urban Planning and Public Affairs (UIC) December 2012 - May 2013
Infosys July 2010 - July 2012
Infosys January 2010 - May 2010
Skills
Java, MySQL, Web Applications, CSS, Quality Center, C++, SQL, SAS, Regression Testing, Dreamweaver, AngularJS, JavaScript, HTML5
Education
PSG College of Technology 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science, 7.08
University of Illinois at Chicago 2012 — 2014
Master of Science (MS), Management Information Systems, General, 3.5
Bank of America Merrill Lynch February 2014 - Present
Merrill Lynch June 2013 - August 2013
College of Urban Planning and Public Affairs (UIC) December 2012 - May 2013
Infosys July 2010 - July 2012
Infosys January 2010 - May 2010
Skills
Java, MySQL, Web Applications, CSS, Quality Center, C++, SQL, SAS, Regression Testing, Dreamweaver, AngularJS, JavaScript, HTML5
Education
PSG College of Technology 2006 — 2010
Bachelor of Engineering (B.E.), Computer Science, 7.08
University of Illinois at Chicago 2012 — 2014
Master of Science (MS), Management Information Systems, General, 3.5
Brian Shortsleeve's Merrill Lynch Experience 2009 - 2010
Job Marketing/Financial Services
Industry Financial Services
Experience
Freelance January 2011 - Present
Merrill Lynch/Bank of America Investments October 2009 - October 2010
Merrill Lynch 2009 - 2010
Fidelity Investments November 2006 - April 2009
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Mutual Funds, Fixed Income, Series 63, Strategic Financial..., Securities, Portfolio Management, Bloomberg
Education
Providence College 2002 — 2006
B.S, Business, Management, Marketing, and Related Support Services
Freelance January 2011 - Present
Merrill Lynch/Bank of America Investments October 2009 - October 2010
Merrill Lynch 2009 - 2010
Fidelity Investments November 2006 - April 2009
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Equities, Mutual Funds, Fixed Income, Series 63, Strategic Financial..., Securities, Portfolio Management, Bloomberg
Education
Providence College 2002 — 2006
B.S, Business, Management, Marketing, and Related Support Services
Robert Shine's Merrill Lynch Experience March 2001 - Present
Job Director; Business Supervision & Controls at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2001 - Present
BNY Mellon November 1995 - March 2001
Skills
Financial Services, Equities, Business Control, Operational Risk..., Internal Audit, Expense Management, Investment Banking, Risk Management, Investments, Securities, Capital Markets, Fixed Income, Financial Risk
Education
Providence College 1991 — 1995
Bachelor of Science (BS), Finance, General
Chaminade High School 1987 — 1991
Merrill Lynch March 2001 - Present
BNY Mellon November 1995 - March 2001
Skills
Financial Services, Equities, Business Control, Operational Risk..., Internal Audit, Expense Management, Investment Banking, Risk Management, Investments, Securities, Capital Markets, Fixed Income, Financial Risk
Education
Providence College 1991 — 1995
Bachelor of Science (BS), Finance, General
Chaminade High School 1987 — 1991
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank