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
Paul Raker Paul Raker's Merrill Lynch Experience August 2014 - Present
Job Officer, Compliance Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch September 2012 - August 2014
Merrill Lynch December 2010 - September 2012
Bloomberg LP November 2006 - January 2010
Education
Rider University 2005 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shippensburg University of Pennsylvania
Merrill Lynch August 2014 - Present
Merrill Lynch September 2012 - August 2014
Merrill Lynch December 2010 - September 2012
Bloomberg LP November 2006 - January 2010
Education
Rider University 2005 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shippensburg University of Pennsylvania
Karen Bershtein Karen Bershtein's Merrill Lynch Experience April 1996 - June 2002
Job
Industry Financial Services
Experience
Standard Chartered Bank January 2006 - June 2014
AIG July 2002 - December 2005
Merrill Lynch April 1996 - June 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction, Banking, Commercial Banking, Business Analysis, Leadership, Team Management, Teamwork, Analysis, Management, Relationship Management
Education
Rider University
Master of Business Administration (M.B.A.)
Rider University
Bachelor's degree, Finance, General
Standard Chartered Bank January 2006 - June 2014
AIG July 2002 - December 2005
Merrill Lynch April 1996 - June 2002
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Satisfaction, Banking, Commercial Banking, Business Analysis, Leadership, Team Management, Teamwork, Analysis, Management, Relationship Management
Education
Rider University
Master of Business Administration (M.B.A.)
Rider University
Bachelor's degree, Finance, General
Ryan Feeney Ryan Feeney's Merrill Lynch Experience 2001 - 2009
Job Public Finance Manager at State of New Jersey Department of the Treasury
Industry Government Administration
Experience
New Jersey Department of the Treasury August 2010 - Present
Chase Bank 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Mutual Funds, Portfolio Management, Investments, Financial Analysis, Mortgage Lending, Loans, Banking, Underwriting, Analysis, Series 7, Management, Series 63, Customer Service, Equities, Finance, Financial Planning, Retirement Planning, Securities, Strategic Financial..., Wealth Management
Education
Rider University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
New Jersey Department of the Treasury August 2010 - Present
Chase Bank 2009 - 2010
Merrill Lynch 2001 - 2009
Skills
Mutual Funds, Portfolio Management, Investments, Financial Analysis, Mortgage Lending, Loans, Banking, Underwriting, Analysis, Series 7, Management, Series 63, Customer Service, Equities, Finance, Financial Planning, Retirement Planning, Securities, Strategic Financial..., Wealth Management
Education
Rider University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Sarah Frangos's Merrill Lynch Experience May 2007 - January 2008
Job Project Manager
Industry Information Technology and Services
Experience
PatientKeeper November 2014 - June 2015
Perkin Elmer April 2013 - September 2013
MultiPlan November 2011 - December 2012
TD Bank Group May 2011 - November 2011
Monster.com May 2010 - April 2011
AmeriHealth Administrators September 2008 - April 2010
Merrill Lynch May 2007 - January 2008
ATT, Inc October 2006 - January 2007
AT&T September 2000 - November 2004
Bristol-Myers Squibb November 1997 - September 2000
Skills
SharePoint, Leadership, SDLC, Process Improvement, Business Analysis, PMP, Change Management, CRM, Team Leadership, Salesforce.com, Vendor Management, Web Applications, Account Management, Cross-functional Team..., Visio, Salesforce, Heathcare IT
Education
Rider University
Bachelors Degree
PatientKeeper November 2014 - June 2015
Perkin Elmer April 2013 - September 2013
MultiPlan November 2011 - December 2012
TD Bank Group May 2011 - November 2011
Monster.com May 2010 - April 2011
AmeriHealth Administrators September 2008 - April 2010
Merrill Lynch May 2007 - January 2008
ATT, Inc October 2006 - January 2007
AT&T September 2000 - November 2004
Bristol-Myers Squibb November 1997 - September 2000
Skills
SharePoint, Leadership, SDLC, Process Improvement, Business Analysis, PMP, Change Management, CRM, Team Leadership, Salesforce.com, Vendor Management, Web Applications, Account Management, Cross-functional Team..., Visio, Salesforce, Heathcare IT
Education
Rider University
Bachelors Degree
Jose Leiva Jose Leiva's Merrill Lynch Experience 2007 - 2007
Job Experienced Associate at PwC
Industry Information Technology and Services
Experience
PwC August 2013 - Present
Rider University September 2012 - May 2013
PwC June 2012 - August 2012
Rider University August 2010 - May 2012
PwC June 2011 - July 2011
TD Bank August 2009 - June 2010
Best Buy December 2007 - June 2009
Merrill Lynch 2007 - 2007
Skills
Microsoft Office, Teamwork, Public Speaking, Customer Experience, Event Planning, Writing Skills, Translation, Building Relationships, Auditing, PowerPoint, Access, Research, Accounting, Internal Controls, SPSS, Time Management, SOX Compliancy, SSAE 16, COSO Framework, Internal Audit, HTML, Microsoft Word, Outlook, Microsoft Excel, Sarbanes-Oxley Act, Spanish, Analysis, Fraud Detection, Forensic Accounting
Education
Rider University 2012 — 2013
Master's degree, Accounting
Rider University 2008 — 2012
Bachelor's, Accounting and International Business
PwC August 2013 - Present
Rider University September 2012 - May 2013
PwC June 2012 - August 2012
Rider University August 2010 - May 2012
PwC June 2011 - July 2011
TD Bank August 2009 - June 2010
Best Buy December 2007 - June 2009
Merrill Lynch 2007 - 2007
Skills
Microsoft Office, Teamwork, Public Speaking, Customer Experience, Event Planning, Writing Skills, Translation, Building Relationships, Auditing, PowerPoint, Access, Research, Accounting, Internal Controls, SPSS, Time Management, SOX Compliancy, SSAE 16, COSO Framework, Internal Audit, HTML, Microsoft Word, Outlook, Microsoft Excel, Sarbanes-Oxley Act, Spanish, Analysis, Fraud Detection, Forensic Accounting
Education
Rider University 2012 — 2013
Master's degree, Accounting
Rider University 2008 — 2012
Bachelor's, Accounting and International Business
Nathaniel Culp's Merrill Lynch Experience July 2015 - Present
Job Life Science Recruiter at The Judge Group
Industry Higher Education
Experience
Merrill Lynch July 2015 - Present
The Judge Group May 2014 - October 2014
Rider University April 2013 - May 2014
Rider University July 2011 - May 2014
Woodward Camp May 2011 - September 2011
Rider University January 2011 - May 2011
Acme Markets June 2006 - May 2010
Skills
Proficient in Microsoft..., Effective Group Leader, Exceptional Time..., Research, Chemistry, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Access, Social Media, Outlook, Customer Service, Teamwork, Creative Writing, Non-profits, Facebook, Time Management, Nonprofits, Social Networking, Leadership, Critical Thinking, Data Entry, Higher Education, Editing, Community Outreach
Education
Rider University 2010 — 2014
Bachelor of Science (B.S.), Biology
Merrill Lynch July 2015 - Present
The Judge Group May 2014 - October 2014
Rider University April 2013 - May 2014
Rider University July 2011 - May 2014
Woodward Camp May 2011 - September 2011
Rider University January 2011 - May 2011
Acme Markets June 2006 - May 2010
Skills
Proficient in Microsoft..., Effective Group Leader, Exceptional Time..., Research, Chemistry, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Microsoft Office, Microsoft Excel, Access, Social Media, Outlook, Customer Service, Teamwork, Creative Writing, Non-profits, Facebook, Time Management, Nonprofits, Social Networking, Leadership, Critical Thinking, Data Entry, Higher Education, Editing, Community Outreach
Education
Rider University 2010 — 2014
Bachelor of Science (B.S.), Biology
Nicola Tatum Nicola Tatum's Merrill Lynch Experience January 2002 - January 2003
Job Service Quality Analyst at Albridge Solutions
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing March 2007 - August 2010
Albridge, an Affiliate of Pershing March 2005 - March 2007
Albridge, an Affiliate of Pershing January 2003 - March 2005
Merrill Lynch January 2002 - January 2003
Johnson Controls July 2001 - November 2001
MultiVideo Labs, Inc. August 1999 - June 2001
State of New Jersey May 1999 - August 1999
Wachovia, A Wells Fargo Company November 1997 - December 1998
Skills
Six Sigma Black Belt, Oracle SQL Knowledge, Microsoft Office, Siebel, Wygant, Parature
Education
Moresteam University 2007 — 2007
Certificate, Six Sigma Black Belt
Rider University 1998 — 2000
Bachelor of Science (B.S.), Finance, General
Albridge, an Affiliate of Pershing March 2007 - August 2010
Albridge, an Affiliate of Pershing March 2005 - March 2007
Albridge, an Affiliate of Pershing January 2003 - March 2005
Merrill Lynch January 2002 - January 2003
Johnson Controls July 2001 - November 2001
MultiVideo Labs, Inc. August 1999 - June 2001
State of New Jersey May 1999 - August 1999
Wachovia, A Wells Fargo Company November 1997 - December 1998
Skills
Six Sigma Black Belt, Oracle SQL Knowledge, Microsoft Office, Siebel, Wygant, Parature
Education
Moresteam University 2007 — 2007
Certificate, Six Sigma Black Belt
Rider University 1998 — 2000
Bachelor of Science (B.S.), Finance, General
John D'Allegro John D'Allegro's Merrill Lynch Experience December 1999 - March 2000
Job Vice President, Strategic Sourcing and Procurement Services at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase March 2002 - Present
JPMorgan Chase September 2001 - March 2002
JPMorgan Chase April 2000 - September 2001
Merrill Lynch December 1999 - March 2000
Merrill Lynch August 1998 - December 1999
Merrill Lynch October 1995 - August 1998
Merrill Lynch November 1993 - October 1995
The Port Authority of New York and New Jersey January 1985 - November 1993
Education
Rider University
Business Administration and Management, General
Rutgers University
Bachelor of Science (BS), Computer Science, 3.6 GPA/3.75GPA in major
JP Morgan Chase March 2002 - Present
JPMorgan Chase September 2001 - March 2002
JPMorgan Chase April 2000 - September 2001
Merrill Lynch December 1999 - March 2000
Merrill Lynch August 1998 - December 1999
Merrill Lynch October 1995 - August 1998
Merrill Lynch November 1993 - October 1995
The Port Authority of New York and New Jersey January 1985 - November 1993
Education
Rider University
Business Administration and Management, General
Rutgers University
Bachelor of Science (BS), Computer Science, 3.6 GPA/3.75GPA in major
Pete Kropp Pete Kropp's Merrill Lynch Experience April 1993 - July 1997
Job Pension Department Manager at S&A Administrators
Industry Financial Services
Experience
S&A Administrators February 2007 - Present
Vanguard August 2004 - February 2007
Ceridian 1999 - 2004
SunAmerica July 1997 - August 1999
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Pensions, Retirement, Series 63, Relationship Management, Asset Allocation, Mutual Funds, Retirement Planning
Education
Rider University 1987 — 1992
BS, Marketing/Marketing Management, General
S&A Administrators February 2007 - Present
Vanguard August 2004 - February 2007
Ceridian 1999 - 2004
SunAmerica July 1997 - August 1999
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Pensions, Retirement, Series 63, Relationship Management, Asset Allocation, Mutual Funds, Retirement Planning
Education
Rider University 1987 — 1992
BS, Marketing/Marketing Management, General
Jerome Williams Jerome Williams's Merrill Lynch Experience August 2005 - July 2010
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
JP Morgan Chase July 2010 - August 2012
Merrill Lynch / Bank of America January 2009 - July 2010
Merrill Lynch August 2005 - July 2010
Bank of America March 2009 - June 2010
Merrill Lynch Investment Managers January 1999 - August 2005
Merrill Lynch 1994 - 1996
Skills
Vendor Management, SDLC, PMO, Portfolio Management, Financial Services, Business Analysis, Change Management, Six Sigma, Governance, Fixed Income, Integration, Management, Equities, Business Process..., Strategic Sourcing, Financial Risk, Risk Management, Securities, Derivatives, Project Portfolio..., Process Improvement, Wealth Management, Program Management, Outsourcing, Relationship Management, Banking, Offshoring, Trading Systems, Resource Management, IT Strategy, Strategy, Requirements Gathering, Business Transformation, PMP, Investment Banking, Project Delivery
Education
Rider University 1981 — 1986
BA
JPMorgan Chase September 2012 - Present
JP Morgan Chase July 2010 - August 2012
Merrill Lynch / Bank of America January 2009 - July 2010
Merrill Lynch August 2005 - July 2010
Bank of America March 2009 - June 2010
Merrill Lynch Investment Managers January 1999 - August 2005
Merrill Lynch 1994 - 1996
Skills
Vendor Management, SDLC, PMO, Portfolio Management, Financial Services, Business Analysis, Change Management, Six Sigma, Governance, Fixed Income, Integration, Management, Equities, Business Process..., Strategic Sourcing, Financial Risk, Risk Management, Securities, Derivatives, Project Portfolio..., Process Improvement, Wealth Management, Program Management, Outsourcing, Relationship Management, Banking, Offshoring, Trading Systems, Resource Management, IT Strategy, Strategy, Requirements Gathering, Business Transformation, PMP, Investment Banking, Project Delivery
Education
Rider University 1981 — 1986
BA
Laura Descoteau's Merrill Lynch Experience April 1991 - January 1996
Job Governance, Risk and Compliance Manager
Industry Financial Services
Experience
Princeton Financial Systems January 1996 - Present
Merrill Lynch April 1991 - January 1996
Total Research Corporation October 1986 - April 1991
Skills
Risk Management, Process Improvement, Process Engineering, Change Management, Quality Management, Audit, Business Continuity, SSAE 16, Auditing, Compliance, Business Resilience, SDLC, Insurance, Business Analysis, Business Process, Testing, Quality Assurance, Management, Financial Services, Integration, Requirements Analysis, Software Project..., Vendor Management
Education
Rider University 1982 — 1986
BA, Experimental Psychology
Princeton Financial Systems January 1996 - Present
Merrill Lynch April 1991 - January 1996
Total Research Corporation October 1986 - April 1991
Skills
Risk Management, Process Improvement, Process Engineering, Change Management, Quality Management, Audit, Business Continuity, SSAE 16, Auditing, Compliance, Business Resilience, SDLC, Insurance, Business Analysis, Business Process, Testing, Quality Assurance, Management, Financial Services, Integration, Requirements Analysis, Software Project..., Vendor Management
Education
Rider University 1982 — 1986
BA, Experimental Psychology
Paul Temple Paul Temple's Merrill Lynch Experience May 1990 - December 1998
Job Senior Vice President DCIO Sales at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2015 - Present
OppenheimerFunds May 2000 - January 2015
Prudential Financial 1998 - 2000
Merrill Lynch May 1990 - December 1998
Skills
Retirement, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, 401k, Securities, Investment Advisory, Alternative Investments, Series 24, Retirement Planning, Investment Strategies, FINRA, Wealth Management
Education
Rider University 1984 — 1989
BS, Business Administration
Rider University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
OppenheimerFunds January 2015 - Present
OppenheimerFunds May 2000 - January 2015
Prudential Financial 1998 - 2000
Merrill Lynch May 1990 - December 1998
Skills
Retirement, Series 63, Series 7, Relationship Management, Mutual Funds, Asset Allocation, 401k, Securities, Investment Advisory, Alternative Investments, Series 24, Retirement Planning, Investment Strategies, FINRA, Wealth Management
Education
Rider University 1984 — 1989
BS, Business Administration
Rider University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
Jay Sherby's Merrill Lynch Experience October 2006 - June 2007
Job Trooper
Industry Law Enforcement
Experience
New Jersey State Police January 2012 - Present
Albridge, an Affiliate of Pershing January 2010 - August 2011
BlackRock July 2007 - April 2009
Merrill Lynch October 2006 - June 2007
Merrill Lynch Investment Managers August 2005 - September 2006
Education
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Finance
New Jersey State Police January 2012 - Present
Albridge, an Affiliate of Pershing January 2010 - August 2011
BlackRock July 2007 - April 2009
Merrill Lynch October 2006 - June 2007
Merrill Lynch Investment Managers August 2005 - September 2006
Education
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Laura Ryfinski Laura Ryfinski's Merrill Lynch Experience June 2015 - Present
Job Global Wealth & Investment Management Client Service Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Merrill Lynch February 2014 - July 2015
Merrill Lynch February 2012 - February 2014
Northwestern Mutual September 2009 - January 2010
Skills
Finance, Financial Advisory, Financial Services, Investments, Retirement Planning, Mutual Funds, Series 7, 401k, Financial Analysis, Management, Microsoft Office, Retirement, Portfolio Management, Customer Service, Sales
Education
Rider University 2008 — 2010
Bachelor's Degree, Business Administration
Merrill Lynch June 2015 - Present
Merrill Lynch February 2014 - July 2015
Merrill Lynch February 2012 - February 2014
Northwestern Mutual September 2009 - January 2010
Skills
Finance, Financial Advisory, Financial Services, Investments, Retirement Planning, Mutual Funds, Series 7, 401k, Financial Analysis, Management, Microsoft Office, Retirement, Portfolio Management, Customer Service, Sales
Education
Rider University 2008 — 2010
Bachelor's Degree, Business Administration
Natalie Russomanno Natalie Russomanno's Merrill Lynch Experience January 2013 - Present
Job Experienced Financial Analyst
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch Wealth Management May 2010 - Present
BANK OF AMERICA MERRILL LYNCH July 2008 - May 2010
Merrill Lynch Insurance Group May 2004 - July 2008
RCN February 1997 - March 2004
Medical Inter-Insurance Exchange August 1995 - February 1997
MEDICAL INTER-INSURANCE EXCHANGE May 1994 - August 1995
TRELLIS CONSULTING, INC. April 1992 - May 1994
Education
Rider University
Bachelor of Science, Accounting
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch Wealth Management May 2010 - Present
BANK OF AMERICA MERRILL LYNCH July 2008 - May 2010
Merrill Lynch Insurance Group May 2004 - July 2008
RCN February 1997 - March 2004
Medical Inter-Insurance Exchange August 1995 - February 1997
MEDICAL INTER-INSURANCE EXCHANGE May 1994 - August 1995
TRELLIS CONSULTING, INC. April 1992 - May 1994
Education
Rider University
Bachelor of Science, Accounting
Jessica Cardia Jessica Cardia's Merrill Lynch Experience May 2012 - August 2012
Job Senior Customer Service Analyst Diversified Channels at Campbell Soup Company
Industry Logistics and Supply Chain
Experience
Campbell Soup Company August 2015 - Present
Campbell Soup Company June 2014 - Present
Vanguard June 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2011 - August 2012
Rider University August 2010 - May 2011
Skills
PowerPoint, Analysis, Finance, Accounting, SAP, Account Reconciliation, Budgets, Management, Microsoft Excel, Training, Software Documentation, Research, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Teamwork, Access, Time Management, Financial Reporting, Leadership, Investments, Fraud
Education
Rider University 2009 — 2013
Bachelor of Science (BS), Finance, Fraud and Business Forensics Concentration
Campbell Soup Company August 2015 - Present
Campbell Soup Company June 2014 - Present
Vanguard June 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2011 - August 2012
Rider University August 2010 - May 2011
Skills
PowerPoint, Analysis, Finance, Accounting, SAP, Account Reconciliation, Budgets, Management, Microsoft Excel, Training, Software Documentation, Research, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Teamwork, Access, Time Management, Financial Reporting, Leadership, Investments, Fraud
Education
Rider University 2009 — 2013
Bachelor of Science (BS), Finance, Fraud and Business Forensics Concentration
Jason Caiola, CFA, CFP® Jason Caiola, CFA, CFP®'s Merrill Lynch Experience June 2009 - March 2013
Job Manager, Institutional Marketing at Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP February 2014 - Present
RS Investments April 2013 - November 2013
Merrill Lynch June 2009 - March 2013
Merrill Lynch July 2006 - June 2009
Merrill Lynch January 2005 - July 2006
Skills
Series 7, Series 66, Uniform Combined State..., Equities, Portfolio Management, Investments, Mutual Funds, Fixed Income, ETFs, Financial Services, Financial Advisory, Wealth Management, Financial Analysis, Investment Banking, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Investment Advisory, Asset Management
Education
Rider University 2000 — 2004
Bachelor of Science, Business Management
Harding Loevner LP February 2014 - Present
RS Investments April 2013 - November 2013
Merrill Lynch June 2009 - March 2013
Merrill Lynch July 2006 - June 2009
Merrill Lynch January 2005 - July 2006
Skills
Series 7, Series 66, Uniform Combined State..., Equities, Portfolio Management, Investments, Mutual Funds, Fixed Income, ETFs, Financial Services, Financial Advisory, Wealth Management, Financial Analysis, Investment Banking, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Investment Advisory, Asset Management
Education
Rider University 2000 — 2004
Bachelor of Science, Business Management
Jessica Watters Jessica Watters's Merrill Lynch Experience 1998 - 2003
Job FITNESS EXPERT
Industry Health, Wellness and Fitness
Experience
Independent Team Beachbody Coach 2010 - Present
The Yoga Generation 2006 - 2009
Future Fitness 2004 - 2005
Merrill Lynch 1998 - 2003
Skills
Fitness, Coaching, Nutrition, Pilates, Public Speaking, Personal Training, Fitness Training, Sports Nutrition, Wellness, Wellness Coaching, Weight Training, Marketing, Strength Training, Small Business, Healthcare, Social Networking, Training, Entrepreneurship
Education
PHI Pilates 2004 — 2004
Pilates
Rider University
Business Administration
Independent Team Beachbody Coach 2010 - Present
The Yoga Generation 2006 - 2009
Future Fitness 2004 - 2005
Merrill Lynch 1998 - 2003
Skills
Fitness, Coaching, Nutrition, Pilates, Public Speaking, Personal Training, Fitness Training, Sports Nutrition, Wellness, Wellness Coaching, Weight Training, Marketing, Strength Training, Small Business, Healthcare, Social Networking, Training, Entrepreneurship
Education
PHI Pilates 2004 — 2004
Pilates
Rider University
Business Administration
Monique Jozwiak Monique Jozwiak's Merrill Lynch Experience December 2007 - August 2013
Job Internal RIA Consultant at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management September 2014 - Present
UBS August 2013 - August 2014
Merrill Lynch December 2007 - August 2013
Northwestern Mutual December 2006 - November 2007
Skills
Mutual Funds, Investments, Wealth Management, Finance, Financial Analysis, Series 7, Financial Services, Equities, Alternative Investments, Portfolio Management, Leadership, Series 63, Fixed Income
Education
Rider University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
BMO Global Asset Management September 2014 - Present
UBS August 2013 - August 2014
Merrill Lynch December 2007 - August 2013
Northwestern Mutual December 2006 - November 2007
Skills
Mutual Funds, Investments, Wealth Management, Finance, Financial Analysis, Series 7, Financial Services, Equities, Alternative Investments, Portfolio Management, Leadership, Series 63, Fixed Income
Education
Rider University 2004 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Kaval Shah Kaval Shah's Merrill Lynch Experience July 2008 - March 2009
Job Assistant Vice President at Bank of America/Merrill Lynch
Industry Banking
Experience
Bank of America/Merrill Lynch June 2011 - Present
Bank of America/Merrill Lynch July 2010 - June 2011
Bloomberg March 2009 - January 2010
Merrill Lynch July 2008 - March 2009
Shop-Rite June 2004 - August 2008
Skills
Bloomberg, Microsoft Office, Financial Analysis, Analysis, Access, Microsoft Word, Time Management, Finance, Process Improvement, Investments, Management
Education
Rider University 2004 — 2008
BSBA, Finance
Bank of America/Merrill Lynch June 2011 - Present
Bank of America/Merrill Lynch July 2010 - June 2011
Bloomberg March 2009 - January 2010
Merrill Lynch July 2008 - March 2009
Shop-Rite June 2004 - August 2008
Skills
Bloomberg, Microsoft Office, Financial Analysis, Analysis, Access, Microsoft Word, Time Management, Finance, Process Improvement, Investments, Management
Education
Rider University 2004 — 2008
BSBA, Finance
Joseph Verderami Joseph Verderami's Merrill Lynch Experience June 1996 - May 1998
Job Apollo Senior Credit Controller
Industry Financial Services
Experience
Apollo Global Management LLC Vice PresidentGoldman SachsJune 1998 - July 2014
Goldman Sachs June 1998 - July 2014
Merrill Lynch June 1996 - May 1998
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Equity Derivatives, Private Equity, Credit Derivatives, Structured Products, Middle Office, Alternative Investments
Education
Rider University 2001 — 2005
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1992 — 1996
Accounting
Apollo Global Management LLC Vice PresidentGoldman SachsJune 1998 - July 2014
Goldman Sachs June 1998 - July 2014
Merrill Lynch June 1996 - May 1998
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Equity Derivatives, Private Equity, Credit Derivatives, Structured Products, Middle Office, Alternative Investments
Education
Rider University 2001 — 2005
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1992 — 1996
Accounting
Joe Hayes's Merrill Lynch Experience August 1994 - August 1997
Job VP, CIO at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2011 - Present
Merrill Lynch August 1994 - August 1997
Skills
IT Management, IT Strategy, ITIL, IT Service Management, IT Operations, Strategic Planning, Strategic Sourcing, Strategic Partnerships, Digital Strategy, Project Management, Change Management, Program Management, Management, Operations Management, Team Management, SDLC, Project Portfolio..., Business Analysis
Education
Rider University 1988 — 1991
Master of Business Administration (MBA), Accounting and Finance
Rutgers University 1982 — 1986
Bachelor of Arts (BA), Economics
Prudential Financial 2011 - Present
Merrill Lynch August 1994 - August 1997
Skills
IT Management, IT Strategy, ITIL, IT Service Management, IT Operations, Strategic Planning, Strategic Sourcing, Strategic Partnerships, Digital Strategy, Project Management, Change Management, Program Management, Management, Operations Management, Team Management, SDLC, Project Portfolio..., Business Analysis
Education
Rider University 1988 — 1991
Master of Business Administration (MBA), Accounting and Finance
Rutgers University 1982 — 1986
Bachelor of Arts (BA), Economics
Lucas Wojciechowski Lucas Wojciechowski's Merrill Lynch Experience December 2014 - Present
Job AVP, Wealth Structuring Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
JPMorgan Chase August 2009 - November 2014
Bank of America September 2007 - March 2009
Bank of America November 2005 - September 2007
Chubb Insurance May 2005 - November 2005
Bank of America February 1999 - October 2005
Skills
Series 7, Series 65, Series 63, Foreign Languages, Microsoft Excel, Microsoft Word
Education
Rider University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rider University
Bachelor of Science (B.S.), Business Administration and Management, General
Merrill Lynch December 2014 - Present
JPMorgan Chase August 2009 - November 2014
Bank of America September 2007 - March 2009
Bank of America November 2005 - September 2007
Chubb Insurance May 2005 - November 2005
Bank of America February 1999 - October 2005
Skills
Series 7, Series 65, Series 63, Foreign Languages, Microsoft Excel, Microsoft Word
Education
Rider University
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Rider University
Bachelor of Science (B.S.), Business Administration and Management, General
Natalie Bergin's Merrill Lynch Experience April 2014 - Present
Job Marketing and Competitive Intelligence Strategy Lead for Advisory Recruiting
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Merrill Lynch December 2010 - April 2014
Merrill Lynch November 2009 - December 2010
Merrill Lynch August 2007 - November 2009
Skills
Leadership, Training, Time Management, Product Development, Project Management, Writing, Networking, Process Improvement, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Marketing Strategy, Marketing Communications
Education
Rider University 2008 — 2011
Master of Business Administration (MBA), Marketing
Rowan University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Merrill Lynch April 2014 - Present
Merrill Lynch December 2010 - April 2014
Merrill Lynch November 2009 - December 2010
Merrill Lynch August 2007 - November 2009
Skills
Leadership, Training, Time Management, Product Development, Project Management, Writing, Networking, Process Improvement, PowerPoint, Microsoft Word, Microsoft Excel, Marketing, Marketing Strategy, Marketing Communications
Education
Rider University 2008 — 2011
Master of Business Administration (MBA), Marketing
Rowan University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Kathy Sabin Kathy Sabin's Merrill Lynch Experience February 1980 - Present
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 1980 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Process Improvement, Mutual Funds, Investments, Securities, Series 63, Customer Service, Equities, Financial Services, Microsoft Office, Alternative Investments, Financial Planning
Education
Rider University 1972 — 1976
Bachelor degree, Elementary Education
Merrill Lynch February 1980 - Present
Skills
Retirement Planning, Wealth Management, Series 7, Process Improvement, Mutual Funds, Investments, Securities, Series 63, Customer Service, Equities, Financial Services, Microsoft Office, Alternative Investments, Financial Planning
Education
Rider University 1972 — 1976
Bachelor degree, Elementary Education
Michael Capstack's Merrill Lynch Experience June 1993 - March 1999
Job Assistant Director Client Services at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies July 2010 - Present
SS&C Technologies/OMR March 1999 - July 2010
Merrill Lynch June 1993 - March 1999
Skills
CPA, Back Office, Fixed Income, Derivatives, Equities, Asset Managment, Business Analysis, Financial Services, Process Improvement, Financial Analysis, Risk Management, Accounting, Business Process, Analysis, SDLC
Education
Rider University 1998 — 2002
M.B.A, Finance
Rutgers University-New Brunswick 1988 — 1993
B.S., Accounting/Philosophy
Manasquan High School 1984 — 1988
Business Writing for Results
SS&C Technologies July 2010 - Present
SS&C Technologies/OMR March 1999 - July 2010
Merrill Lynch June 1993 - March 1999
Skills
CPA, Back Office, Fixed Income, Derivatives, Equities, Asset Managment, Business Analysis, Financial Services, Process Improvement, Financial Analysis, Risk Management, Accounting, Business Process, Analysis, SDLC
Education
Rider University 1998 — 2002
M.B.A, Finance
Rutgers University-New Brunswick 1988 — 1993
B.S., Accounting/Philosophy
Manasquan High School 1984 — 1988
Business Writing for Results
Jennifer McGary Jennifer McGary's Merrill Lynch Experience November 1999 - April 2001
Job Sales Professional
Industry Marketing and Advertising
Experience
Simon Property Group February 2012 - Present
SuperMedia LLC August 2002 - December 2011
Idearc Media August 2002 - December 2011
Verizon Information Services August 2002 - December 2011
Verizon Information Services August 2002 - December 2011
TanCheck May 2001 - July 2002
Merrill Lynch November 1999 - April 2001
Skills
CRM, New Business Development, Online Advertising, Sales Operations, Salesforce.com, Solution Selling
Education
Rider University 1995 — 1999
Bachelor of Science, Business; Marketing
Simon Property Group February 2012 - Present
SuperMedia LLC August 2002 - December 2011
Idearc Media August 2002 - December 2011
Verizon Information Services August 2002 - December 2011
Verizon Information Services August 2002 - December 2011
TanCheck May 2001 - July 2002
Merrill Lynch November 1999 - April 2001
Skills
CRM, New Business Development, Online Advertising, Sales Operations, Salesforce.com, Solution Selling
Education
Rider University 1995 — 1999
Bachelor of Science, Business; Marketing
Kristofer Mann Kristofer Mann's Merrill Lynch Experience 2004 - Present
Job VP, Merrill Edge Advisory Center at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2004 - Present
Merrill Lynch 2002 - 2004
Merrill Lynch 1997 - 2002
Merrill Lynch 1994 - 1997
KPM Contracting 1987 - 1994
Skills
Six Sigma Academy Black..., MS SQL Server, MS Reporting Services, Cognos, Siebel Analytics, MIDAS, Quadstone, Oracle OBI, Oracle Discoverer, Org Plus, Minitab, Visio, Microsoft Excel, Microsoft Access
Education
Rider University 1991 — 1995
Master's degree, Business Administration and Management, General, 3.6
Rider University 1985 — 1987
Bachelor of Science (B.S.), Business Administration Major
Merrill Lynch 2004 - Present
Merrill Lynch 2002 - 2004
Merrill Lynch 1997 - 2002
Merrill Lynch 1994 - 1997
KPM Contracting 1987 - 1994
Skills
Six Sigma Academy Black..., MS SQL Server, MS Reporting Services, Cognos, Siebel Analytics, MIDAS, Quadstone, Oracle OBI, Oracle Discoverer, Org Plus, Minitab, Visio, Microsoft Excel, Microsoft Access
Education
Rider University 1991 — 1995
Master's degree, Business Administration and Management, General, 3.6
Rider University 1985 — 1987
Bachelor of Science (B.S.), Business Administration Major
Jim Welch Jim Welch's Merrill Lynch Experience November 1993 - November 1996
Job Design Manager at State Street GX
Industry Computer Software
Experience
Princeton Financial Systems August 2006 - Present
Princeton Financial Systems June 2002 - August 2006
Princeton Financial Systems September 2001 - June 2002
Princeton Financial Systems March 1999 - September 2001
Princeton Financial Systems November 1996 - March 1999
Merrill Lynch November 1993 - November 1996
Skills
Business Analysis, Integration, SDLC, Process Improvement, Project Management, CRM, Requirements Analysis, Vendor Management, Software Project..., Agile Methodologies, Lean Thinking, Team Problem Solving, Architecture, Databases, Product Management, Software Development
Education
Rider University 1995 — 1998
Master of Business Administration (MBA)
Richard Stockton College of New Jersey 1989 — 1993
Bachelor's degree, Accounting
Princeton Financial Systems August 2006 - Present
Princeton Financial Systems June 2002 - August 2006
Princeton Financial Systems September 2001 - June 2002
Princeton Financial Systems March 1999 - September 2001
Princeton Financial Systems November 1996 - March 1999
Merrill Lynch November 1993 - November 1996
Skills
Business Analysis, Integration, SDLC, Process Improvement, Project Management, CRM, Requirements Analysis, Vendor Management, Software Project..., Agile Methodologies, Lean Thinking, Team Problem Solving, Architecture, Databases, Product Management, Software Development
Education
Rider University 1995 — 1998
Master of Business Administration (MBA)
Richard Stockton College of New Jersey 1989 — 1993
Bachelor's degree, Accounting
Rebecca Burghauser (Brauer) Rebecca Burghauser (Brauer)'s Merrill Lynch Experience June 2007 - August 2007
Job Finance Manager at Cushman and Wakefield
Industry Financial Services
Experience
Cushman and Wakefield November 2014 - Present
Barclays Investment Bank July 2012 - November 2014
Barclays Capital July 2009 - July 2012
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Fixed Income, Financial Analysis, Analysis, Financial Modeling, Leadership, Derivatives, Capital Markets, Equities, Microsoft Office
Education
Rider University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Cushman and Wakefield November 2014 - Present
Barclays Investment Bank July 2012 - November 2014
Barclays Capital July 2009 - July 2012
Lehman Brothers June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Finance, Fixed Income, Financial Analysis, Analysis, Financial Modeling, Leadership, Derivatives, Capital Markets, Equities, Microsoft Office
Education
Rider University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Jason Nusse Jason Nusse's Merrill Lynch Experience April 2006 - October 2007
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock November 2007 - Present
Merrill Lynch April 2006 - October 2007
Merrill Lynch August 2004 - April 2006
Skills
ETFs, Separately Managed..., Series 7, Fixed Income, Alternative Investments, Investment Management, Mutual Funds, Asset Allocation, Retirement, Uniform Combined State...
Education
Rider University 2001 — 2004
Bachelor of Science (BS), Finance, General
BlackRock November 2007 - Present
Merrill Lynch April 2006 - October 2007
Merrill Lynch August 2004 - April 2006
Skills
ETFs, Separately Managed..., Series 7, Fixed Income, Alternative Investments, Investment Management, Mutual Funds, Asset Allocation, Retirement, Uniform Combined State...
Education
Rider University 2001 — 2004
Bachelor of Science (BS), Finance, General
Ramon De Leon Ramon De Leon's Merrill Lynch Experience September 2004 - March 2009
Job Credit Manager at Hyatt Hotels Corporation
Industry Hospitality
Experience
Hyatt Hotels Corporation Financial AnalystBloomberg LPDecember 2011 - November 2012
Merrill Lynch September 2004 - March 2009
Skills
Finance, Financial Accounting, Cash Flow, Financial Reporting, Cash Management, Financial Analysis, Managerial Finance, Microsoft Excel, Account Reconciliation, Accounting, Customer Service, Budgets, Microsoft Office, Analysis, Forecasting, Accounts Receivable
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Hyatt Hotels Corporation Financial AnalystBloomberg LPDecember 2011 - November 2012
Merrill Lynch September 2004 - March 2009
Skills
Finance, Financial Accounting, Cash Flow, Financial Reporting, Cash Management, Financial Analysis, Managerial Finance, Microsoft Excel, Account Reconciliation, Accounting, Customer Service, Budgets, Microsoft Office, Analysis, Forecasting, Accounts Receivable
Education
Rider University 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Sandra (Cromwell) Kusant's Merrill Lynch Experience January 2001 - January 2008
Job Learning & Development Professional
Industry Human Resources
Experience
Viacom March 2014 - Present
Center for Evidence-Based Education January 2008 - May 2012
Merrill Lynch January 2001 - January 2008
Leadership & Talent Management, Wealth Management Division January 2001 - January 2005
Morgan Stanley January 2000 - January 2001
Skills
Business Development, Leadership, Training, Strategy, CRM, Marketing Strategy, Employee Training, Project Management, Time Management, Talent Management, Strategic Planning, Budgets, Sales
Education
Elementary Education, Rider University
Rider University 1995 — 1999
BA, Education
Viacom March 2014 - Present
Center for Evidence-Based Education January 2008 - May 2012
Merrill Lynch January 2001 - January 2008
Leadership & Talent Management, Wealth Management Division January 2001 - January 2005
Morgan Stanley January 2000 - January 2001
Skills
Business Development, Leadership, Training, Strategy, CRM, Marketing Strategy, Employee Training, Project Management, Time Management, Talent Management, Strategic Planning, Budgets, Sales
Education
Elementary Education, Rider University
Rider University 1995 — 1999
BA, Education
Laura Albright's Merrill Lynch Experience January 2012 - May 2012
Job Municipal Credit Analyst at Bloomberg LP
Industry
Experience
Bloomberg LP June 2015 - Present
Rider University September 2013 - May 2015
Rider University January 2010 - August 2013
Johnson & Johnson June 2012 - January 2013
Merrill Lynch January 2012 - May 2012
Keller Williams Real Estate June 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Rider University 2013 — 2015
Master of Business Administration (M.B.A.)
Rider University 2009 — 2013
Bachelor of Science in Business Adminstration, Finance
Bloomberg LP June 2015 - Present
Rider University September 2013 - May 2015
Rider University January 2010 - August 2013
Johnson & Johnson June 2012 - January 2013
Merrill Lynch January 2012 - May 2012
Keller Williams Real Estate June 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Rider University 2013 — 2015
Master of Business Administration (M.B.A.)
Rider University 2009 — 2013
Bachelor of Science in Business Adminstration, Finance
Mike Ulrich Mike Ulrich's Merrill Lynch Experience May 2015 - Present
Job Wealth Management Financial Planning Platform Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Merrill Lynch February 2011 - April 2015
Merrill Lynch August 1996 - March 2009
Merrill Lynch July 2006 - December 2007
MerrillLynch August 2001 - December 2004
Education
Rider University 1991 — 1996
Bachelor of Business Administration (BBA), Business Management
Merrill Lynch May 2015 - Present
Merrill Lynch February 2011 - April 2015
Merrill Lynch August 1996 - March 2009
Merrill Lynch July 2006 - December 2007
MerrillLynch August 2001 - December 2004
Education
Rider University 1991 — 1996
Bachelor of Business Administration (BBA), Business Management
Mark Byzewski's Merrill Lynch Experience March 2007 - Present
Job Technical Business Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Merrill Lynch March 2006 - March 2007
Education
Rider University 1991 — 1995
Merrill Lynch March 2007 - Present
Merrill Lynch March 2006 - March 2007
Education
Rider University 1991 — 1995
Lou Salgado, MBA's Merrill Lynch Experience January 2008 - June 2009
Job Global eSourcing Lead Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP July 2014 - Present
Novartis March 2014 - July 2014
Novartis April 2011 - July 2014
Morgan Stanley June 2009 - April 2011
Merrill Lynch January 2008 - June 2009
MedImmune 2006 - 2007
Bristol-Myers Squibb 2006 - 2006
Bristol-Myers Squibb 2004 - 2006
Bristol-Myers Squibb 2002 - 2004
Skills
Strategic Sourcing, eSourcing, E-procurement, Auctions, RFx process, Global Sourcing, RFP Design, Contract Management, Project Management, Source to Pay, Vendor Management, Supplier Diversity, Supplier Risk Management, Supply Management, Procurement, Six Sigma, Cross-functional Team..., Shared Services, Purchasing, RFP, Strategy, Offshoring, E-commerce, Change Management, Business Transformation, Benchmarking, Business Process..., Supply Chain, Outsourcing, Management, Spend Analysis, Procure-to-Pay, Supplier Evaluation, SAP SRM, Ariba, Process Engineering, Supply Chain..., Contract Negotiation, Operational Excellence, Business Process..., SAP, Team Leadership, Supplier Negotiation, ERP, Forecasting, Supplier Development, Materials Management, Process Improvement, Sourcing, Supply Chain Management
Education
Rider University 2003 — 2006
MBA, Management
Susquehanna University 1998 — 2002
Bachelors of Science, Business - Finance
Neptune High School 1994 — 1998
Bloomberg LP July 2014 - Present
Novartis March 2014 - July 2014
Novartis April 2011 - July 2014
Morgan Stanley June 2009 - April 2011
Merrill Lynch January 2008 - June 2009
MedImmune 2006 - 2007
Bristol-Myers Squibb 2006 - 2006
Bristol-Myers Squibb 2004 - 2006
Bristol-Myers Squibb 2002 - 2004
Skills
Strategic Sourcing, eSourcing, E-procurement, Auctions, RFx process, Global Sourcing, RFP Design, Contract Management, Project Management, Source to Pay, Vendor Management, Supplier Diversity, Supplier Risk Management, Supply Management, Procurement, Six Sigma, Cross-functional Team..., Shared Services, Purchasing, RFP, Strategy, Offshoring, E-commerce, Change Management, Business Transformation, Benchmarking, Business Process..., Supply Chain, Outsourcing, Management, Spend Analysis, Procure-to-Pay, Supplier Evaluation, SAP SRM, Ariba, Process Engineering, Supply Chain..., Contract Negotiation, Operational Excellence, Business Process..., SAP, Team Leadership, Supplier Negotiation, ERP, Forecasting, Supplier Development, Materials Management, Process Improvement, Sourcing, Supply Chain Management
Education
Rider University 2003 — 2006
MBA, Management
Susquehanna University 1998 — 2002
Bachelors of Science, Business - Finance
Neptune High School 1994 — 1998
Rob Costantino, CIPM's Merrill Lynch Experience December 1997 - November 2000
Job Vice President, Manager Business Architecture & Research at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing October 2012 - Present
Albridge, an Affiliate of Pershing May 2007 - October 2012
Princeton Financial Systems November 2000 - May 2007
Merrill Lynch December 1997 - November 2000
Merrill Lynch February 1993 - December 1997
Skills
Financial Services, SDLC, Business Analysis, Fixed Income, Portfolio Management, Securities, Team Management, Requirements Gathering, Relationship Management, Process Improvement, Vendor Management, Software Project..., Investment Management, Mutual Funds, Equities, Business Intelligence, Enterprise Software, Product Management, Investments, Investment Advisory, Risk Management, Trading Systems, Data Warehousing, Business Process..., Series 7, Alternative Investments, Wealth Management, Bloomberg, Hedge Funds, FINRA, Asset Allocation, Asset Management, Derivatives, Asset Managment, IT Strategy, SaaS, Project Management
Education
Rider University 1994 — 1997
MBA, Finance
The College of New Jersey 1988 — 1992
BS, Accounting
Albridge, an Affiliate of Pershing October 2012 - Present
Albridge, an Affiliate of Pershing May 2007 - October 2012
Princeton Financial Systems November 2000 - May 2007
Merrill Lynch December 1997 - November 2000
Merrill Lynch February 1993 - December 1997
Skills
Financial Services, SDLC, Business Analysis, Fixed Income, Portfolio Management, Securities, Team Management, Requirements Gathering, Relationship Management, Process Improvement, Vendor Management, Software Project..., Investment Management, Mutual Funds, Equities, Business Intelligence, Enterprise Software, Product Management, Investments, Investment Advisory, Risk Management, Trading Systems, Data Warehousing, Business Process..., Series 7, Alternative Investments, Wealth Management, Bloomberg, Hedge Funds, FINRA, Asset Allocation, Asset Management, Derivatives, Asset Managment, IT Strategy, SaaS, Project Management
Education
Rider University 1994 — 1997
MBA, Finance
The College of New Jersey 1988 — 1992
BS, Accounting
Jeff Fennelli's Merrill Lynch Experience December 2000 - March 2006
Job Consultant at Deutsche Bank
Industry Accounting
Experience
Deutsche Bank November 2011 - Present
CIBC August 2011 - November 2011
CIBC March 2006 - January 2011
Merrill Lynch December 2000 - March 2006
Merrill Lynch February 1998 - December 2000
Skills
Account Reconciliation, Securities, Equities, Analysis, Middle Office, Options, General Ledger, Fixed Income, Bloomberg, Derivatives, Funding, Finance, Capital Markets, Financial Reporting, Trading, Cash Management, Internal Audit, Hedge Funds, Financial Risk, Valuation, Investment Banking, Swaps
Education
Rider University 1993 — 1996
Bachelor of Science, Business Administration; Finance
Deutsche Bank November 2011 - Present
CIBC August 2011 - November 2011
CIBC March 2006 - January 2011
Merrill Lynch December 2000 - March 2006
Merrill Lynch February 1998 - December 2000
Skills
Account Reconciliation, Securities, Equities, Analysis, Middle Office, Options, General Ledger, Fixed Income, Bloomberg, Derivatives, Funding, Finance, Capital Markets, Financial Reporting, Trading, Cash Management, Internal Audit, Hedge Funds, Financial Risk, Valuation, Investment Banking, Swaps
Education
Rider University 1993 — 1996
Bachelor of Science, Business Administration; Finance
Liz Tarter's Merrill Lynch Experience March 2007 - May 2008
Job Director, Creative Operations at Lincoln Financial Distributors
Industry Publishing
Experience
Lincoln Financial Distributors September 2012 - Present
Lincoln Financial Group November 2009 - September 2012
South Jersey Magazine February 2009 - November 2009
Merrill Lynch March 2007 - May 2008
Merrill Lynch November 2004 - March 2007
Merrill Lynch November 2001 - November 2004
Merrill Lynch June 2000 - November 2001
Merrill Lynch November 1998 - June 2000
Merrill Lynch October 1990 - November 1998
Skills
Strategy, Marketing, Management, Leadership, Competitive Analysis, Integrated Marketing, Advertising, Project Management, Training, Marketing Management, Budgets, Sales, Product Development, Time Management, Finance, Portfolio Management, Financial Services, Outlook, Series 7, Series 63
Education
Rider University 1993 — 1996
MBA
Rutgers University-New Brunswick 1986 — 1990
Lincoln Financial Distributors September 2012 - Present
Lincoln Financial Group November 2009 - September 2012
South Jersey Magazine February 2009 - November 2009
Merrill Lynch March 2007 - May 2008
Merrill Lynch November 2004 - March 2007
Merrill Lynch November 2001 - November 2004
Merrill Lynch June 2000 - November 2001
Merrill Lynch November 1998 - June 2000
Merrill Lynch October 1990 - November 1998
Skills
Strategy, Marketing, Management, Leadership, Competitive Analysis, Integrated Marketing, Advertising, Project Management, Training, Marketing Management, Budgets, Sales, Product Development, Time Management, Finance, Portfolio Management, Financial Services, Outlook, Series 7, Series 63
Education
Rider University 1993 — 1996
MBA
Rutgers University-New Brunswick 1986 — 1990
Michele Astbury's Merrill Lynch Experience April 1992 - August 2001
Job Head of Leadership & Talent Delivery at UBS
Industry Financial Services
Experience
UBS July 2012 - Present
UBS Wealth Management August 2001 - Present
UBS Financial Services Inc. 2001 - Present
Merrill Lynch April 1992 - August 2001
Skills
Training, Series 7, Mutual Funds, Leadership, Series 63, Financial Services, Wealth Management, Leadership Development, Organizational..., Succession Planning, Performance Management, Executive Coaching, Recruiting, Coaching, Talent Management, Change Management, Instructional Design, Organizational..., Onboarding, Training Delivery, Workshop Facilitation, Employee Engagement
Education
Rider University 1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching
UBS July 2012 - Present
UBS Wealth Management August 2001 - Present
UBS Financial Services Inc. 2001 - Present
Merrill Lynch April 1992 - August 2001
Skills
Training, Series 7, Mutual Funds, Leadership, Series 63, Financial Services, Wealth Management, Leadership Development, Organizational..., Succession Planning, Performance Management, Executive Coaching, Recruiting, Coaching, Talent Management, Change Management, Instructional Design, Organizational..., Onboarding, Training Delivery, Workshop Facilitation, Employee Engagement
Education
Rider University 1986 — 1990
Bachelor of Arts (B.A.), Elementary Education and Teaching
Peter Schintzler's Merrill Lynch Experience 2000 - 2006
Job VP at BlackRock
Industry Financial Services
Experience
BlackRock Investments September 2003 - Present
blackrock 1990 - 2008
Merrill Lynch 2000 - 2006
Merrill Lynch 1990 - 1995
Skills
Separately Managed..., Fixed Income, Alternative Investments, Mutual Funds, Equities, Series 7, Asset Management, Asset Allocation, Investments, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Services, Series 63, ETFs, Bloomberg
Education
Rider University 1988 — 1990
Bachelor of Arts (B.A.), Finance
BlackRock Investments September 2003 - Present
blackrock 1990 - 2008
Merrill Lynch 2000 - 2006
Merrill Lynch 1990 - 1995
Skills
Separately Managed..., Fixed Income, Alternative Investments, Mutual Funds, Equities, Series 7, Asset Management, Asset Allocation, Investments, Investment Management, Securities, Investment Strategies, Wealth Management, Financial Services, Series 63, ETFs, Bloomberg
Education
Rider University 1988 — 1990
Bachelor of Arts (B.A.), Finance
Laura Ahern's Merrill Lynch Experience 2006 - 2007
Job Director, Community Outreach at Meridian Health
Industry Hospital & Health Care
Experience
Meridian Health July 2008 - Present
Merrill Lynch 2006 - 2007
Horizon Blue Cross Blue Shield of New Jersey January 2003 - October 2006
Bristol-Myers Squibb 2001 - 2003
Summit Bank 1995 - 2001
CoreStates Financial 1991 - 1995
The Howard Savings Bank 1989 - 1991
Response Analysis 1988 - 1989
Skills
Healthcare, Marketing, Strategy, Creative Direction, CRM, Marketing Strategy, Community Outreach, Market Research, Strategic Planning, Research, Managed Care, Event Planning, Public Speaking, Program Management, Social Media, Program Development, Fundraising, Team Building, Integrated Marketing, Leadership, Press Releases, Corporate Communications, Public Relations, Organizational..., Data Analysis, Hospitals, Event Management, Nonprofits, Leadership Development, Marketing Communications, Newsletters, Strategic Communications, Medicare, Media Relations, Healthcare Management, Time Management, Social Networking, Budgets, Social Media Marketing, Management
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Marketing
Meridian Health July 2008 - Present
Merrill Lynch 2006 - 2007
Horizon Blue Cross Blue Shield of New Jersey January 2003 - October 2006
Bristol-Myers Squibb 2001 - 2003
Summit Bank 1995 - 2001
CoreStates Financial 1991 - 1995
The Howard Savings Bank 1989 - 1991
Response Analysis 1988 - 1989
Skills
Healthcare, Marketing, Strategy, Creative Direction, CRM, Marketing Strategy, Community Outreach, Market Research, Strategic Planning, Research, Managed Care, Event Planning, Public Speaking, Program Management, Social Media, Program Development, Fundraising, Team Building, Integrated Marketing, Leadership, Press Releases, Corporate Communications, Public Relations, Organizational..., Data Analysis, Hospitals, Event Management, Nonprofits, Leadership Development, Marketing Communications, Newsletters, Strategic Communications, Medicare, Media Relations, Healthcare Management, Time Management, Social Networking, Budgets, Social Media Marketing, Management
Education
Rider University 1984 — 1988
Bachelor of Science (B.S.), Marketing
Nancy Gomba-Wolfenson's Merrill Lynch Experience June 2000 - August 2004
Job Vice President North American Payments and Fraud Risk Management at TD Bank
Industry Banking
Experience
TD Bank April 2012 - Present
Country Club Bank September 2011 - April 2012
Ally Bank (Formerly GMAC Bank) August 2004 - September 2011
GMAC 2004 - September 2011
Merrill Lynch June 2000 - August 2004
Merrill Lynch June 1991 - June 2000
Merrill Lynch Derivative Products 1995 - 1996
Skills
Banking, Internal Audit, Enterprise Risk..., Accounting, Treasury Management, Sarbanes-Oxley Act, Process Improvement, Finance, Capital Markets, Financial Risk, Portfolio Management, Auditing, Management, SOX, Mobile Payments, Business Requirements, Broker-Dealer Operations, Risk Management
Education
Rider University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Rider University 1988 — 1991
BSBA, Acccounting
TD Bank April 2012 - Present
Country Club Bank September 2011 - April 2012
Ally Bank (Formerly GMAC Bank) August 2004 - September 2011
GMAC 2004 - September 2011
Merrill Lynch June 2000 - August 2004
Merrill Lynch June 1991 - June 2000
Merrill Lynch Derivative Products 1995 - 1996
Skills
Banking, Internal Audit, Enterprise Risk..., Accounting, Treasury Management, Sarbanes-Oxley Act, Process Improvement, Finance, Capital Markets, Financial Risk, Portfolio Management, Auditing, Management, SOX, Mobile Payments, Business Requirements, Broker-Dealer Operations, Risk Management
Education
Rider University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Rider University 1988 — 1991
BSBA, Acccounting
Samantha Sylvester's Merrill Lynch Experience September 2007 - Present
Job Trust & Estate Specialist, AVP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2007 - Present
Merrill lynch August 2005 - September 2007
Skills
Series 7, Investments, Wealth Management, Fixed Income, Equities
Education
Rider University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Economics
Merrill Lynch September 2007 - Present
Merrill lynch August 2005 - September 2007
Skills
Series 7, Investments, Wealth Management, Fixed Income, Equities
Education
Rider University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.), Economics
RoseAnn Cofone-Stewart's Merrill Lynch Experience 2010 - Present
Job Business Analyst Lead
Industry Information Technology and Services
Experience
Merrill Lynch 2010 - Present
Merrill Lynch 2009 - 2010
ETS October 2004 - July 2009
RACS Associates 2001 - 2004
Merrill Lynch 1991 - 2001
Blue Cross Blue Shield of New Jersey 1989 - 1991
Merrill Lynch 1987 - 1989
Manufacturers Hanover Trust 1981 - 1984
Skills
Business Requirements, IT Strategy, SDLC, PMO, Vendor Management, Enterprise Architecture, Fixed Income, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering, Visio, PMP, Oracle, Project Portfolio..., Business Intelligence, Software Development, Solution Architecture, Process Improvement
Education
LHS 1972 — 1976
Rider University
BA, Business Admin/Computer Science
Merrill Lynch 2010 - Present
Merrill Lynch 2009 - 2010
ETS October 2004 - July 2009
RACS Associates 2001 - 2004
Merrill Lynch 1991 - 2001
Blue Cross Blue Shield of New Jersey 1989 - 1991
Merrill Lynch 1987 - 1989
Manufacturers Hanover Trust 1981 - 1984
Skills
Business Requirements, IT Strategy, SDLC, PMO, Vendor Management, Enterprise Architecture, Fixed Income, Software Project..., Business Analysis, Data Warehousing, Requirements Analysis, Requirements Gathering, Visio, PMP, Oracle, Project Portfolio..., Business Intelligence, Software Development, Solution Architecture, Process Improvement
Education
LHS 1972 — 1976
Rider University
BA, Business Admin/Computer Science
Michelle Ulrich's Merrill Lynch Experience 1995 - 2008
Job Project Manager at Merrill Lynch
Industry Financial Services
Experience
Project Manager September 1998 - Present
Merrill Lynch 1995 - 2008
Education
Rider University 1992 — 1996
Project Manager September 1998 - Present
Merrill Lynch 1995 - 2008
Education
Rider University 1992 — 1996
Mark Morrison's Merrill Lynch Experience 1984 - 1986
Job EVP, Human Resources at Ann Taylor Corporation
Industry Retail
Experience
ANN INC. August 2005 - Present
Footstar, Inc. 2001 - 2005
Campbell Soup 1996 - 2001
PepsiCo 1990 - 1996
Frito-Lay, Inc 1990 - 1995
Frito-Lay, Pepsico 1986 - 1991
Merrill Lynch 1984 - 1986
People Express Airlines 1981 - 1984
Education
Rider University 1977 — 1981
Business Management
ANN INC. August 2005 - Present
Footstar, Inc. 2001 - 2005
Campbell Soup 1996 - 2001
PepsiCo 1990 - 1996
Frito-Lay, Inc 1990 - 1995
Frito-Lay, Pepsico 1986 - 1991
Merrill Lynch 1984 - 1986
People Express Airlines 1981 - 1984
Education
Rider University 1977 — 1981
Business Management
Ray Guilfoyle's Merrill Lynch Experience 1985 - 2005
Job Business Analyst at Princeton Financial Systems
Industry Financial Services
Experience
Princeton Financial Systems Business AnalystPrinceton Financial Systems2005 - Present
Princeton Financial Sys 2005 - Present
Merrill Lynch Investment Managers 1985 - 2005
Merrill Lynch 1985 - 2005
Merrilll Lynch 1985 - 2005
Skills
Asset Managment, Fixed Income, Equities, Business Analysis, Capital Markets, Asset Management
Education
Rider University 1981 — 1985
MBA, Accounting and Finance
Princeton Financial Systems Business AnalystPrinceton Financial Systems2005 - Present
Princeton Financial Sys 2005 - Present
Merrill Lynch Investment Managers 1985 - 2005
Merrill Lynch 1985 - 2005
Merrilll Lynch 1985 - 2005
Skills
Asset Managment, Fixed Income, Equities, Business Analysis, Capital Markets, Asset Management
Education
Rider University 1981 — 1985
MBA, Accounting and Finance
Joanna DiBraccio, CPA's Merrill Lynch Experience 2005 - 2007
Job Associate Manager at Novo Nordisk Inc.
Industry Pharmaceuticals
Experience
Novo Nordisk, Inc. March 2015 - Present
Novo Nordisk Inc. June 2011 - Present
Novo Nordisk Inc. November 2009 - June 2011
WithumSmith+Brown November 2007 - November 2009
Merrill Lynch 2005 - 2007
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Financial Planning, Audit, Accounting, Auditing, Tax, Budgeting, Analysis, SAP, Quickbooks, PowerPoint, Word, Corporate Finance, Tax Compliance, Outlook, Microsoft Office, QuickBooks, Strategic Financial..., Internal Controls, Microsoft Word, SEC filings, Budgets, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Forecasting
Education
Rider University 2007 — 2008
MAcc
Novo Nordisk, Inc. March 2015 - Present
Novo Nordisk Inc. June 2011 - Present
Novo Nordisk Inc. November 2009 - June 2011
WithumSmith+Brown November 2007 - November 2009
Merrill Lynch 2005 - 2007
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Financial Planning, Audit, Accounting, Auditing, Tax, Budgeting, Analysis, SAP, Quickbooks, PowerPoint, Word, Corporate Finance, Tax Compliance, Outlook, Microsoft Office, QuickBooks, Strategic Financial..., Internal Controls, Microsoft Word, SEC filings, Budgets, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Forecasting
Education
Rider University 2007 — 2008
MAcc
Matt Zupanc's Merrill Lynch Experience November 2006 - October 2008
Job TIAACREF Operational Risk
Industry Financial Services
Experience
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
TIAA-CREF July 2013 - Present
Deutsche Asset Management 2008 - June 2013
Merrill Lynch November 2006 - October 2008
The Bank of New York November 2005 - November 2006
Skills
Bloomberg, Business Analysis, Equities, Financial Analysis, Financial Services, Fixed Income, Mutual Funds, Operational Risk, Corporate Actions
Education
Rider University 2001 — 2005
B.S. in Business Administration
St. John Vianney High School 1997 — 2001
Jennifer Fogler's Merrill Lynch Experience August 2008 - January 2009
Job Portfolio Manager at Tompkins Financial Advisors
Industry Financial Services
Experience
Ithaca College September 2011 - December 2013
Tompkins Financial Advisors May 2009 - December 2013
Merrill Lynch August 2008 - January 2009
Miller Freeman April 1994 - 1998
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Uniform Combined State...
Education
SUNY Ulster 2014 — 2014
Psychology
Saint Thomas Aquinas College 2004 — 2006
MST, Secondary Education and Teaching
Rider University 1988 — 1992
BA, Political Science, English Literature
Ithaca College September 2011 - December 2013
Tompkins Financial Advisors May 2009 - December 2013
Merrill Lynch August 2008 - January 2009
Miller Freeman April 1994 - 1998
Skills
Wealth Management, Retirement Planning, Series 7, Investments, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Mutual Funds, Equities, Alternative Investments, Uniform Combined State...
Education
SUNY Ulster 2014 — 2014
Psychology
Saint Thomas Aquinas College 2004 — 2006
MST, Secondary Education and Teaching
Rider University 1988 — 1992
BA, Political Science, English Literature
Melissa (Nielsen) Corso's Merrill Lynch Experience 2000 - 2005
Job Data Quality Analyst
Industry Financial Services
Experience
Citi Group 2005 - 2007
Merrill Lynch 2000 - 2005
Skills
Financial Services
Education
Rider University 1995 — 1999
BA, Interpersonal Communications
Citi Group 2005 - 2007
Merrill Lynch 2000 - 2005
Skills
Financial Services
Education
Rider University 1995 — 1999
BA, Interpersonal Communications
Jeffrey Liwacz's Merrill Lynch Experience March 2007 - April 2010
Job Market Development Director Empower Retirement
Industry Financial Services
Experience
Empower Retirement August 2015 - Present
Bank of America Merrill Lynch April 2010 - Present
Merrill Lynch March 2007 - April 2010
Merrill Lynch August 1996 - March 2006
Skills
Series 7, Series 66, 401k, Deferred Compensation, Retirement, Mutual Funds, Financial Advisory, Financial Analysis, Financial Services, Securities, Trading, Wealth Management, Equities, Series 63, Asset Allocation, Investments, FINRA, Investment Advisory, Retirement Planning, Wealth Management..., Retirement Plan..., Pensions, Defined Benefit, Salesforce.com, Life Insurance, Defined Contribution, Qualified Retirement..., Corporate Actions, Trust Services
Education
Rider University 1992 — 1996
BS, Finance
Empower Retirement August 2015 - Present
Bank of America Merrill Lynch April 2010 - Present
Merrill Lynch March 2007 - April 2010
Merrill Lynch August 1996 - March 2006
Skills
Series 7, Series 66, 401k, Deferred Compensation, Retirement, Mutual Funds, Financial Advisory, Financial Analysis, Financial Services, Securities, Trading, Wealth Management, Equities, Series 63, Asset Allocation, Investments, FINRA, Investment Advisory, Retirement Planning, Wealth Management..., Retirement Plan..., Pensions, Defined Benefit, Salesforce.com, Life Insurance, Defined Contribution, Qualified Retirement..., Corporate Actions, Trust Services
Education
Rider University 1992 — 1996
BS, Finance
Kathy Gunn's Merrill Lynch Experience January 2000 - January 2005
Job Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Bank of America January 2005 - November 2011
Merrill Lynch January 2000 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Expense Management, Corporate Management, Business Analysis, Strategic Planning, Cognos, Business Intelligence, Budgeting, Change Management, Analysis, Mutual Funds, Forecasting, Financial Modeling, Corporate Finance, Securities, Team Leadership, Microsoft Office 2007, Oracle Financials, SQL, Management, Strategy, Finance, Investments, Wealth Management, Analytics, Cross-functional Team..., Financial Services
Education
Rider University
Bachelor of Science, Accounting
TD Ameritrade April 2013 - Present
Bank of America January 2005 - November 2011
Merrill Lynch January 2000 - January 2005
Merrill Lynch January 1999 - January 2000
Skills
Expense Management, Corporate Management, Business Analysis, Strategic Planning, Cognos, Business Intelligence, Budgeting, Change Management, Analysis, Mutual Funds, Forecasting, Financial Modeling, Corporate Finance, Securities, Team Leadership, Microsoft Office 2007, Oracle Financials, SQL, Management, Strategy, Finance, Investments, Wealth Management, Analytics, Cross-functional Team..., Financial Services
Education
Rider University
Bachelor of Science, Accounting
Pat Marcello's Merrill Lynch Experience September 1998 - January 2011
Job Technical Sales Specialist at IBM
Industry Information Technology and Services
Experience
IBM November 2010 - Present
Merrill Lynch September 1998 - January 2011
Skills
Data Warehousing, Master Data Management, ETL, Business Intelligence, Data Modeling, Enterprise Architecture, Data Integration, DB2, SDLC, SQL, Business Analysis
Education
Rider University
MBA
IBM November 2010 - Present
Merrill Lynch September 1998 - January 2011
Skills
Data Warehousing, Master Data Management, ETL, Business Intelligence, Data Modeling, Enterprise Architecture, Data Integration, DB2, SDLC, SQL, Business Analysis
Education
Rider University
MBA
Patricia Conn's Merrill Lynch Experience 1996 - 2006
Job Career Explorations Instructor
Industry Financial Services
Experience
Kingsway Regional High School September 2013 - Present
Winner Ford November 2009 - Present
Camden County College August 2012 - July 2013
Camden County College January 2011 - August 2012
BlackRock October 2006 - November 2008
Merrill Lynch 1996 - 2006
Skills
SDLC, SQL, Risk Management, IT Strategy, Fixed Income, Business Intelligence, Portfolio Management, VBA, Data Analysis, Unix, Data Warehousing, Requirements Analysis, Asset Management
Education
The College of New Jersey 2009 — 2010
MAT - Elementary Education
Rider University 2005 — 2009
MBA, Management Information
Kingsway Regional High School September 2013 - Present
Winner Ford November 2009 - Present
Camden County College August 2012 - July 2013
Camden County College January 2011 - August 2012
BlackRock October 2006 - November 2008
Merrill Lynch 1996 - 2006
Skills
SDLC, SQL, Risk Management, IT Strategy, Fixed Income, Business Intelligence, Portfolio Management, VBA, Data Analysis, Unix, Data Warehousing, Requirements Analysis, Asset Management
Education
The College of New Jersey 2009 — 2010
MAT - Elementary Education
Rider University 2005 — 2009
MBA, Management Information
Michael Fama's Merrill Lynch Experience November 1997 - Present
Job First Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 1997 - Present
Banc of America Investments November 1997 - October 2009
Education
Rider University
Merrill Lynch November 1997 - Present
Banc of America Investments November 1997 - October 2009
Education
Rider University
Linda Skibik's Merrill Lynch Experience August 2006 - June 2009
Job Project Manager/Client Experience at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2009 - Present
Merrill Lynch August 2006 - June 2009
Merrill Lynch June 2002 - June 2006
Merrill Lynch June 1999 - June 2002
Skills
Change Management, Project Management, Management, Strategy, Six Sigma, Banking, Financial Services, Asset Management, Strategic Planning, Human Resources, Risk Management, Business Analysis, Finance, Investments, Budgets
Education
Rider University 1992 — 1995
MBA, Business Administration
Rutgers University-New Brunswick 1986 — 1990
BS, Economics
Lincoln Financial Group July 2009 - Present
Merrill Lynch August 2006 - June 2009
Merrill Lynch June 2002 - June 2006
Merrill Lynch June 1999 - June 2002
Skills
Change Management, Project Management, Management, Strategy, Six Sigma, Banking, Financial Services, Asset Management, Strategic Planning, Human Resources, Risk Management, Business Analysis, Finance, Investments, Budgets
Education
Rider University 1992 — 1995
MBA, Business Administration
Rutgers University-New Brunswick 1986 — 1990
BS, Economics
Komal Desai's Merrill Lynch Experience January 2011 - Present
Job VP Merrill Lynch
Industry Banking
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch May 2009 - January 2011
Merrill Lynch May 2005 - March 2009
Skills
Asset Management, Asset Allocation, Trading, Financial Services, Commercial Banking, Financial Markets, Strategic Financial..., Investment Advisory, Series 7, Series 66, Green Belt, Project Management, Money Managers, Bonds, Finance
Education
Rider University
Master of Business Administration (MBA), Finance, General
Merrill Lynch January 2011 - Present
Merrill Lynch May 2009 - January 2011
Merrill Lynch May 2005 - March 2009
Skills
Asset Management, Asset Allocation, Trading, Financial Services, Commercial Banking, Financial Markets, Strategic Financial..., Investment Advisory, Series 7, Series 66, Green Belt, Project Management, Money Managers, Bonds, Finance
Education
Rider University
Master of Business Administration (MBA), Finance, General
Louis Tevere's Merrill Lynch Experience October 2001 - September 2008
Job Database Solutions Engineer / Sr. DBA
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch October 2001 - Present
NJM Insurance Group 2008 - 2009
Merrill Lynch October 2001 - September 2008
BioSupplies 2000 - 2001
Skills
Enterprise Architecture, SDLC, Microsoft SQL Server, Databases, IT Strategy, IT Management, Software Project..., Performance Tuning, Visio, SSIS, Database Design, T-SQL
Education
Rider University
BA, Economics
Bank of America Merrill Lynch October 2001 - Present
NJM Insurance Group 2008 - 2009
Merrill Lynch October 2001 - September 2008
BioSupplies 2000 - 2001
Skills
Enterprise Architecture, SDLC, Microsoft SQL Server, Databases, IT Strategy, IT Management, Software Project..., Performance Tuning, Visio, SSIS, Database Design, T-SQL
Education
Rider University
BA, Economics
Mike Chomicki's Merrill Lynch Experience 1997 - 2008
Job IBM Global Business Services Management Consulting
Industry Financial Services
Experience
IBM April 2013 - Present
PwC February 2013 - April 2013
Bank of America January 2009 - August 2012
Merrill Lynch 1997 - 2008
Prudential Real Estate Investors 1986 - 1997
Skills
Process Improvement, Fixed Income, Investments, Capital Markets, Oracle, Real Estate, Equities, Finance, Financial Modeling, Financial Analysis
Education
Rider University 1989 — 1994
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1983 — 1988
BS, Accounting
IBM April 2013 - Present
PwC February 2013 - April 2013
Bank of America January 2009 - August 2012
Merrill Lynch 1997 - 2008
Prudential Real Estate Investors 1986 - 1997
Skills
Process Improvement, Fixed Income, Investments, Capital Markets, Oracle, Real Estate, Equities, Finance, Financial Modeling, Financial Analysis
Education
Rider University 1989 — 1994
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1983 — 1988
BS, Accounting
Jim Gildea's Merrill Lynch Experience October 2006 - January 2009
Job Product/Project Professional looking for new opportunities
Industry Financial Services
Experience
Etrade Financial January 2010 - May 2015
Merrill Lynch October 2006 - January 2009
Merrill Lynch November 2001 - October 2006
Merrill Lynch April 2001 - October 2001
Merrill Lynch July 1999 - April 2001
DLJ Direct August 1994 - July 1999
Skills
Series 7, Six Sigma, Project Management, Product Management, Marketing, Recruiting, Financial Services, Banking, Securities, Portfolio Management, Wealth Management, Series 63, Investments, Equities, Risk Management, Financial Analysis, Process Improvement, Management, Leadership, Strategy
Education
Rider University 1990 — 1994
BS, Finance
Etrade Financial January 2010 - May 2015
Merrill Lynch October 2006 - January 2009
Merrill Lynch November 2001 - October 2006
Merrill Lynch April 2001 - October 2001
Merrill Lynch July 1999 - April 2001
DLJ Direct August 1994 - July 1999
Skills
Series 7, Six Sigma, Project Management, Product Management, Marketing, Recruiting, Financial Services, Banking, Securities, Portfolio Management, Wealth Management, Series 63, Investments, Equities, Risk Management, Financial Analysis, Process Improvement, Management, Leadership, Strategy
Education
Rider University 1990 — 1994
BS, Finance
Ken Ridge's Merrill Lynch Experience 1984 - 1989
Job Trusted strategic partner dedicated to providing financial expertise and objective business perspective.
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb June 1989 - Present
Merrill Lynch 1984 - 1989
Skills
TM1, Pharmaceutical Industry, Cross-functional Team..., Hyperion Enterprise, Forecasting, Sarbanes-Oxley Act, SAP, Process Improvement, Financial Analysis, Pharmaceutical Sales, Variance Analysis, Financial Reporting, Computer System..., Cognos, Internal Controls, Strategic Planning, Financial Modeling, Strategic Financial..., US GAAP
Education
Rider University 1986 — 1988
Master of Business Administration (MBA)
The College of New Jersey 1980 — 1984
Bachelor of Science in Business Administration, Concentration in Finance
Bristol-Myers Squibb June 1989 - Present
Merrill Lynch 1984 - 1989
Skills
TM1, Pharmaceutical Industry, Cross-functional Team..., Hyperion Enterprise, Forecasting, Sarbanes-Oxley Act, SAP, Process Improvement, Financial Analysis, Pharmaceutical Sales, Variance Analysis, Financial Reporting, Computer System..., Cognos, Internal Controls, Strategic Planning, Financial Modeling, Strategic Financial..., US GAAP
Education
Rider University 1986 — 1988
Master of Business Administration (MBA)
The College of New Jersey 1980 — 1984
Bachelor of Science in Business Administration, Concentration in Finance
Peggy Hollasch's Merrill Lynch Experience 1986 - January 2009
Job Sr. IT Business Analyst at Chubb Insurance
Industry Financial Services
Experience
Chubb Insurance August 2015 - Present
MetLife April 2010 - June 2015
merrill lynch 1986 - January 2009
Merrill Lynch 1986 - 2009
Merrill Lynch 1986 - 2009
merrill lynch 1986 - 2009
merrill lynch 1986 - 2009
Merrill Lynch 1986 - 2009
merrill lynch 1980 - 2009
Skills
Business Analysis, Equities, SDLC, Investment Banking, Wealth Management, Risk Management, Program Management, Fixed Income, Process Improvement, Vendor Management, Portfolio Management, Series 63, Management, Project Management, Series 7, IT Strategy, PMO, Financial Services, Leadership
Education
Rider University 1982 — 1986
BS Mgmt
Chubb Insurance August 2015 - Present
MetLife April 2010 - June 2015
merrill lynch 1986 - January 2009
Merrill Lynch 1986 - 2009
Merrill Lynch 1986 - 2009
merrill lynch 1986 - 2009
merrill lynch 1986 - 2009
Merrill Lynch 1986 - 2009
merrill lynch 1980 - 2009
Skills
Business Analysis, Equities, SDLC, Investment Banking, Wealth Management, Risk Management, Program Management, Fixed Income, Process Improvement, Vendor Management, Portfolio Management, Series 63, Management, Project Management, Series 7, IT Strategy, PMO, Financial Services, Leadership
Education
Rider University 1982 — 1986
BS Mgmt
Sharon Drumetski's Merrill Lynch Experience 1993 - 2000
Job Human Resources Manager at Bunzl Distribution Northeast
Industry Packaging and Containers
Experience
Bunzl Distribution Northeast Human Resources ManagerBunzl Distribution USA, Inc.2001 - Present
Bevaccess.com 2000 - 2001
Merrill Lynch 1993 - 2000
Things Remembered 1987 - 1992
Betty's Cakery 1985 - 1988
Education
Rider University 1997 — 2000
BA, Human Resources
Spotswood High School 1984 — 1988
Bunzl Distribution Northeast Human Resources ManagerBunzl Distribution USA, Inc.2001 - Present
Bevaccess.com 2000 - 2001
Merrill Lynch 1993 - 2000
Things Remembered 1987 - 1992
Betty's Cakery 1985 - 1988
Education
Rider University 1997 — 2000
BA, Human Resources
Spotswood High School 1984 — 1988
Jonathan Salkin's Merrill Lynch Experience June 2010 - March 2015
Job Vice President Online Technology at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2010 - March 2015
The McGraw-Hill Companies, Inc January 2009 - March 2010
Merrill Lynch September 2004 - December 2008
Concentra Integrated Services May 2002 - July 2004
The McGraw-Hill Companies, Inc March 2000 - May 2002
The McGraw-Hill Companies July 1999 - March 2000
Skills
Testing, User Acceptance Testing, Test Planning, Quality Center, Quality Assurance, Test Cases, Process Improvement, Software Documentation, SDLC, Test Automation, Manual Testing, Integration, HP Quality Center
Education
Rider University 1998 — 2002
BS, Business Administration - Computer Information Systems
Merrill Lynch June 2010 - March 2015
The McGraw-Hill Companies, Inc January 2009 - March 2010
Merrill Lynch September 2004 - December 2008
Concentra Integrated Services May 2002 - July 2004
The McGraw-Hill Companies, Inc March 2000 - May 2002
The McGraw-Hill Companies July 1999 - March 2000
Skills
Testing, User Acceptance Testing, Test Planning, Quality Center, Quality Assurance, Test Cases, Process Improvement, Software Documentation, SDLC, Test Automation, Manual Testing, Integration, HP Quality Center
Education
Rider University 1998 — 2002
BS, Business Administration - Computer Information Systems
Kate (Radlinsky) Schultz's Merrill Lynch Experience April 2006 - October 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
Bank of America Merrill Lynch July 2014 - June 2015
Bank of America Merrill Lynch July 2012 - April 2014
Bank of America Merrill Lynch March 2012 - June 2012
Bank of America Merrill Lynch June 2011 - March 2012
Self Employed December 2010 - June 2011
Bank of America Merrill Lynch August 2010 - December 2010
Merrill Lynch Trust Company August 2009 - May 2010
Merrill Lynch April 2006 - October 2008
Gartmore 2002 - 2006
Gartmore Global Investments 2002 - 2006
Skills
Mutual Funds, Marketing, Marketing Strategy, Advertising, Strategic Planning
Education
Rider University 1991 — 1993
BS, Marketing
Kristen Dugan's Merrill Lynch Experience 1997 - 2008
Job Senior Audit Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch 1997 - 2008
KPMG 1994 - 1997
Education
Rider University 1990 — 1994
BS, Accounting
Bank of America January 2009 - Present
Merrill Lynch 1997 - 2008
KPMG 1994 - 1997
Education
Rider University 1990 — 1994
BS, Accounting
Michael V. Esposito's Merrill Lynch Experience July 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch September 2010 - June 2014
Total Design Builders, L.L.C. January 2004 - September 2010
Hayum Builders, Short Hills NJ May 2002 - September 2003
Skills
Strategic Financial..., Wealth Management, Financial Planning, Asset Management
Education
Rider University
B.S., Business Administration
Merrill Lynch July 2014 - Present
Merrill Lynch September 2010 - June 2014
Total Design Builders, L.L.C. January 2004 - September 2010
Hayum Builders, Short Hills NJ May 2002 - September 2003
Skills
Strategic Financial..., Wealth Management, Financial Planning, Asset Management
Education
Rider University
B.S., Business Administration
Matthew Massimi's Merrill Lynch Experience June 2002 - May 2005
Job Investment Specialist
Industry Financial Services
Experience
SEI Private Trust Company & SEI Trust Company 2010 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers May 2005 - September 2006
Merrill Lynch June 2002 - May 2005
Merrill Lynch November 1999 - May 2005
Skills
Fixed Income, Capital Markets, Valuation, Swaps
Education
Rider University 1994 — 1998
BS, Accounting
SEI Private Trust Company & SEI Trust Company 2010 - Present
BlackRock October 2006 - December 2008
Merrill Lynch Investment Managers May 2005 - September 2006
Merrill Lynch June 2002 - May 2005
Merrill Lynch November 1999 - May 2005
Skills
Fixed Income, Capital Markets, Valuation, Swaps
Education
Rider University 1994 — 1998
BS, Accounting
Nicole R. Smith's Merrill Lynch Experience April 2002 - May 2003
Job Senior Consultant at Deloitte
Industry Accounting
Experience
Deloitte September 2010 - Present
Ingersoll Rand August 2006 - September 2010
Avaya November 2004 - August 2006
PRG-Schultz May 2003 - November 2004
Merrill Lynch April 2002 - May 2003
Skills
Finance, Project Management, Budgets, Financial Reporting, Internal Controls, Strategic Financial..., Auditing, Accounting, Analysis, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Financial Accounting, Business Process...
Education
St. Peter's College
MBA, Finance
St. Peter's College
M.S., Accountancy
Rider University
B.S., Finance
Saint Mary's of the Assumption H.S.
Deloitte September 2010 - Present
Ingersoll Rand August 2006 - September 2010
Avaya November 2004 - August 2006
PRG-Schultz May 2003 - November 2004
Merrill Lynch April 2002 - May 2003
Skills
Finance, Project Management, Budgets, Financial Reporting, Internal Controls, Strategic Financial..., Auditing, Accounting, Analysis, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Financial Accounting, Business Process...
Education
St. Peter's College
MBA, Finance
St. Peter's College
M.S., Accountancy
Rider University
B.S., Finance
Saint Mary's of the Assumption H.S.
Robin Larr's Merrill Lynch Experience 2012 - 2014
Job Advertising and Marketing Manager
Industry Financial Services
Experience
Merrill Lynch 2012 - 2014
Merrill Lynch 1997 - 2011
Skills
Marketing Communications, Financial Services, Integrated Marketing, Marketing Strategy, Advertising, Direct Marketing, Social Media Marketing, Email Marketing
Education
Rider University 1988 — 1993
Bachelor of Arts (B.A.), Advertising/Communications
Merrill Lynch 2012 - 2014
Merrill Lynch 1997 - 2011
Skills
Marketing Communications, Financial Services, Integrated Marketing, Marketing Strategy, Advertising, Direct Marketing, Social Media Marketing, Email Marketing
Education
Rider University 1988 — 1993
Bachelor of Arts (B.A.), Advertising/Communications
Joann Malet's Merrill Lynch Experience August 1993 - February 2010
Job Vice President, Human Resources Consultant at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
Merrill Lynch August 1993 - February 2010
Education
Rider University
BS, Human Resources Management
Bank of America August 2010 - Present
Merrill Lynch August 1993 - February 2010
Education
Rider University
BS, Human Resources Management
Paul Hagen CIMA,CIS,AIF's Merrill Lynch Experience January 1997 - January 2006
Job Senior Vice President Senior Investment Manager at Citizens Private Bank & Trust
Industry Financial Services
Experience
Citizens Private Bank & Trust June 2015 - Present
Barclays Wealth Trustees October 2010 - May 2015
Merrill Lynch Trust Co. June 2004 - June 2010
Merrill Lynch January 1997 - January 2006
Merrill Lynch June 1994 - January 1997
Education
Rider University 1995 — 1997
MBA, Finance
Rider University 1990 — 1994
B.S., Finance
Citizens Private Bank & Trust June 2015 - Present
Barclays Wealth Trustees October 2010 - May 2015
Merrill Lynch Trust Co. June 2004 - June 2010
Merrill Lynch January 1997 - January 2006
Merrill Lynch June 1994 - January 1997
Education
Rider University 1995 — 1997
MBA, Finance
Rider University 1990 — 1994
B.S., Finance
Paul Gattini's Merrill Lynch Experience 2011 - Present
Job VP, Data Warehouse and Reporting Solutions
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
New York Life Insurance Company November 2008 - May 2010
Merrill Lynch April 2002 - July 2008
Prudential Insurance April 2000 - April 2001
Prudential Insurance November 1996 - March 2000
Skills
Data Warehousing, Business Analysis, T-SQL, Crystal Reports, IIS, Access, ETL, Training, Business Requirements, Fixed Income, Analysis, Stored Procedures, Databases, Equities, Microsoft SQL Server, Cognos, SQL
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Statistics
Rider University 1989 — 1990
BS, Actuarial Sciences
Merrill Lynch 2011 - Present
New York Life Insurance Company November 2008 - May 2010
Merrill Lynch April 2002 - July 2008
Prudential Insurance April 2000 - April 2001
Prudential Insurance November 1996 - March 2000
Skills
Data Warehousing, Business Analysis, T-SQL, Crystal Reports, IIS, Access, ETL, Training, Business Requirements, Fixed Income, Analysis, Stored Procedures, Databases, Equities, Microsoft SQL Server, Cognos, SQL
Education
Rutgers University-New Brunswick 1994 — 1996
MS, Statistics
Rider University 1989 — 1990
BS, Actuarial Sciences
John Kallil's Merrill Lynch Experience January 2002 - October 2003
Job Information Security Officer, Director of Information Security at Investors Bank
Industry Financial Services
Experience
Investors Bank August 2012 - Present
Tech-Wizard Inc March 2012 - January 2015
The Bank of New York Mellon August 2010 - March 2012
The Bank of New York Mellon January 2008 - August 2010
The Bank of New York Mellon June 2004 - December 2007
Tech-Wizard Inc October 2003 - June 2004
Merrill Lynch January 2002 - October 2003
Merrill Lynch June 1999 - December 2001
Decision Technology May 1998 - June 1999
International Creative Technologies March 1997 - May 1998
Skills
Information Security, Security, Application Security, Information Security..., Computer Security, Encryption, Risk Management, Risk Assessment, Firewalls, Network Security, IT Risk Management, GLBA, Security Architecture..., PCI DSS, Information Technology, Penetration Testing, Enterprise Risk..., VPN, Vulnerability Assessment, Business Continuity, Servers, ISO 27001, Security Audits, IT Management, Data Security, Data Privacy, Disaster Recovery, IT Audit, Vendor Management, Endpoint Security, Information Security..., Mobile Security, Physical Security, Application Architecture, Due Diligence, Cyber Security, Wireless Security, Privacy, Cryptography, IT Risk, Information Assurance, Security Controls, Information Security..., Governance, Mobile Devices, FFIEC, HIPAA, Malware Analysis, Sarbanes-Oxley Act, Management
Education
Rider University 1992 — 1996
BS, Computer Information Systems
South Brunswick High School 1988 — 1992
Investors Bank August 2012 - Present
Tech-Wizard Inc March 2012 - January 2015
The Bank of New York Mellon August 2010 - March 2012
The Bank of New York Mellon January 2008 - August 2010
The Bank of New York Mellon June 2004 - December 2007
Tech-Wizard Inc October 2003 - June 2004
Merrill Lynch January 2002 - October 2003
Merrill Lynch June 1999 - December 2001
Decision Technology May 1998 - June 1999
International Creative Technologies March 1997 - May 1998
Skills
Information Security, Security, Application Security, Information Security..., Computer Security, Encryption, Risk Management, Risk Assessment, Firewalls, Network Security, IT Risk Management, GLBA, Security Architecture..., PCI DSS, Information Technology, Penetration Testing, Enterprise Risk..., VPN, Vulnerability Assessment, Business Continuity, Servers, ISO 27001, Security Audits, IT Management, Data Security, Data Privacy, Disaster Recovery, IT Audit, Vendor Management, Endpoint Security, Information Security..., Mobile Security, Physical Security, Application Architecture, Due Diligence, Cyber Security, Wireless Security, Privacy, Cryptography, IT Risk, Information Assurance, Security Controls, Information Security..., Governance, Mobile Devices, FFIEC, HIPAA, Malware Analysis, Sarbanes-Oxley Act, Management
Education
Rider University 1992 — 1996
BS, Computer Information Systems
South Brunswick High School 1988 — 1992
Sara Jane Applegate's Merrill Lynch Experience November 2008 - January 2010
Job Human Resources Professional
Industry Human Resources
Experience
Bank of America August 2010 - Present
Merrill Lynch November 2008 - January 2010
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2005 - February 2007
Educational Testing Service June 2003 - August 2004
Adecco Staffing Agency (Educational Testing Service) January 1999 - June 2003
Education
Rider University 1999 — 2003
Bachelor of Science, Business
Bank of America August 2010 - Present
Merrill Lynch November 2008 - January 2010
Merrill Lynch February 2007 - November 2008
Merrill Lynch February 2005 - February 2007
Educational Testing Service June 2003 - August 2004
Adecco Staffing Agency (Educational Testing Service) January 1999 - June 2003
Education
Rider University 1999 — 2003
Bachelor of Science, Business
Ray McCarthy's Merrill Lynch Experience 1989 - 1990
Job Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Nationwide Financial December 2003 - Present
Nationwide Financial December 2001 - December 2003
Lincoln Financial Distributors 2000 - 2001
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Hornor Townsend & Kent 1995 - 1998
The Copeland Companies 1990 - 1995
Merrill Lynch 1989 - 1990
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Series 24, Retirement, Fixed Annuities, Financial Services, Variable Annuities, Asset Allocation, Alternative Investments, Securities, Investment Advisory, FINRA, ETFs, Uniform Combined State..., Financial Advisory, Retirement Planning, Public Speaking, Annuities, IRAs, Relationship Management, Life Insurance, Investment Strategies, Investments, Investment Management, Strategic Financial..., Wealth, Estate Planning, Bonds, Portfolio Management, Qualified Retirement..., Pensions, Long-term Care, Insurance, Management, Finance, Fixed Income, Sales, Equities, Business Development, Risk Management, Leadership, Marketing, Strategic Planning
Education
Rider University 1990 — 1994
MBA
The College of New Jersey 1984 — 1988
BS
Juli DelSordo's Merrill Lynch Experience November 2007 - December 2009
Job Senior Analyst, Global Talent Acquisition Reporting at Verizon
Industry Staffing and Recruiting
Experience
Verizon February 2014 - Present
Verizon June 2013 - Present
UniTek Global Services March 2012 - June 2013
Bank of America Merrill Lynch February 2011 - March 2012
Bank of America December 2009 - February 2011
Merrill Lynch November 2007 - December 2009
Skills
Onboarding, Human Resources, Employee Benefits, Recruiting, Employee Relations, HRIS, Talent Management, Benefits Administration, Performance Management, Employee Engagement, HR Policies, Organizational..., Change Management, Leadership Development, Personnel Management, PeopleSoft
Education
Rider University 2003 — 2006
BS, Human Resources
Rider University
Master of Business Administration (MBA), Finance, General
Verizon February 2014 - Present
Verizon June 2013 - Present
UniTek Global Services March 2012 - June 2013
Bank of America Merrill Lynch February 2011 - March 2012
Bank of America December 2009 - February 2011
Merrill Lynch November 2007 - December 2009
Skills
Onboarding, Human Resources, Employee Benefits, Recruiting, Employee Relations, HRIS, Talent Management, Benefits Administration, Performance Management, Employee Engagement, HR Policies, Organizational..., Change Management, Leadership Development, Personnel Management, PeopleSoft
Education
Rider University 2003 — 2006
BS, Human Resources
Rider University
Master of Business Administration (MBA), Finance, General
Jason Riccardo's Merrill Lynch Experience June 2000 - April 2009
Job Portfolio Manager Senior Vice President Wealth Managment Advisor Portfolio Manager
Industry Financial Services
Experience
Morgan Stanley April 2009 - Present
Merrill Lynch June 2000 - April 2009
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Estate Planning, High Net Worth..., Alternative Investments, 401k, Mortgage Lending, Loans, Options
Education
Rider University 1996 — 2000
Bachelor, Finance & Computer Science
Morgan Stanley April 2009 - Present
Merrill Lynch June 2000 - April 2009
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Estate Planning, High Net Worth..., Alternative Investments, 401k, Mortgage Lending, Loans, Options
Education
Rider University 1996 — 2000
Bachelor, Finance & Computer Science
Lisandra Bissett's Merrill Lynch Experience November 2009 - Present
Job Business Development Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
Merrill Lynch October 2007 - July 2009
Global Planners Inc June 2006 - October 2007
Courier-Post June 2006 - June 2007
Education
Rider University 2001 — 2005
Bachelor of Arts, Communications (Public Relations & Professional & Business Speech), Advertising
Merrill Lynch November 2009 - Present
Merrill Lynch October 2007 - July 2009
Global Planners Inc June 2006 - October 2007
Courier-Post June 2006 - June 2007
Education
Rider University 2001 — 2005
Bachelor of Arts, Communications (Public Relations & Professional & Business Speech), Advertising
Niranjana Bhatt's Merrill Lynch Experience December 1982 - December 2000
Job Payroll Associate at Easter Seals Inc.
Industry Financial Services
Experience
Easter Seals Inc. May 2013 - June 2014
State Street Corporation January 2001 - August 2011
Merrill Lynch December 1982 - December 2000
Skills
Account Reconciliation, Fund Accounting, Cash Management, Mutual Funds, Analysis, Bloomberg, Portfolio...
Education
Rider University 2008 — 2015
Bachelor's Degree, Accounting
Bombay University - Mumbai, India 1975 — 1978
Bachelor of Arts- May 1978, Major: Economics; Minor: Psychology
Easter Seals Inc. May 2013 - June 2014
State Street Corporation January 2001 - August 2011
Merrill Lynch December 1982 - December 2000
Skills
Account Reconciliation, Fund Accounting, Cash Management, Mutual Funds, Analysis, Bloomberg, Portfolio...
Education
Rider University 2008 — 2015
Bachelor's Degree, Accounting
Bombay University - Mumbai, India 1975 — 1978
Bachelor of Arts- May 1978, Major: Economics; Minor: Psychology
Shaun Doherty's Merrill Lynch Experience June 2005 - June 2007
Job USPC Analyst at BlackRock
Industry Financial Services
Experience
BlackRock June 2010 - Present
BlackRock June 2007 - June 2010
Merrill Lynch June 2005 - June 2007
Merrill Lynch June 2004 - June 2005
Skills
Bloomberg, Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Equities, Morningstar, Investments, Series 66, Six Sigma, Fixed Income, Separately Managed..., ETFs, Alternative Investments, Investment Strategies, Wealth Management, Green Package, Thomson One, Charles River, Securities, Financial Markets
Education
Rider University 2010 — 2014
MBA, Finance, 3.75 GPA
Rider University 1998 — 2002
Bachelor's Degree, Finance & Human Resources, 3.4 GPA
BlackRock June 2010 - Present
BlackRock June 2007 - June 2010
Merrill Lynch June 2005 - June 2007
Merrill Lynch June 2004 - June 2005
Skills
Bloomberg, Asset Allocation, Series 7, Mutual Funds, Portfolio Management, Equities, Morningstar, Investments, Series 66, Six Sigma, Fixed Income, Separately Managed..., ETFs, Alternative Investments, Investment Strategies, Wealth Management, Green Package, Thomson One, Charles River, Securities, Financial Markets
Education
Rider University 2010 — 2014
MBA, Finance, 3.75 GPA
Rider University 1998 — 2002
Bachelor's Degree, Finance & Human Resources, 3.4 GPA
Lori Rabiger's Merrill Lynch Experience December 2007 - January 2009
Job Client Support at State Street
Industry Financial Services
Experience
State Street May 2014 - Present
State Street May 2013 - May 2014
State Street 2011 - 2012
Merrill Lynch December 2007 - January 2009
BlackRock October 2006 - May 2007
Merrill Lynch January 2006 - October 2006
Merrill Lynch 2004 - 2005
Merrill Lynch 2000 - 2004
Skills
Omgeo Oasys
Education
Rider University 2009 — 2010
Master of Business Administration (MBA), Finance
Rider University 1992 — 1995
Bachelor's degree, Finance, General
State Street May 2014 - Present
State Street May 2013 - May 2014
State Street 2011 - 2012
Merrill Lynch December 2007 - January 2009
BlackRock October 2006 - May 2007
Merrill Lynch January 2006 - October 2006
Merrill Lynch 2004 - 2005
Merrill Lynch 2000 - 2004
Skills
Omgeo Oasys
Education
Rider University 2009 — 2010
Master of Business Administration (MBA), Finance
Rider University 1992 — 1995
Bachelor's degree, Finance, General
Jon Sheridan's Merrill Lynch Experience 2008 - 2013
Job Staff Auditor at EY
Industry Accounting
Experience
EY 2014 - Present
Merrill Lynch 2008 - 2013
Skills
Banking, Fraud, Financial Services, Auditing, Check Fraud, Financial Audits, CPA
Education
Rider University 2011 — 2013
Master's degree, Accounting
Rowan University 2003 — 2007
Bachelor's degree, Criminal Justice
EY 2014 - Present
Merrill Lynch 2008 - 2013
Skills
Banking, Fraud, Financial Services, Auditing, Check Fraud, Financial Audits, CPA
Education
Rider University 2011 — 2013
Master's degree, Accounting
Rowan University 2003 — 2007
Bachelor's degree, Criminal Justice
Mark Chinworth's Merrill Lynch Experience March 1991 - April 2000
Job Senior Compensation Specialist, Americas Region at SABIC Innovative Plastics
Industry Chemicals
Experience
SABIC Innovative Plastics July 2011 - Present
Siemens Medical Solutions June 2003 - May 2008
Merrill Lynch March 1991 - April 2000
Skills
Compensation..., HRIS Database Management, Professional..., HRIS, Management, Compensation, Leadership, Performance Management, Deferred Compensation, HR Policies, Personnel Management
Education
Rider University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Widener University-Delaware Campus 1986 — 1988
Associate of Science (A.S.), Business Administration and Management, General
SABIC Innovative Plastics July 2011 - Present
Siemens Medical Solutions June 2003 - May 2008
Merrill Lynch March 1991 - April 2000
Skills
Compensation..., HRIS Database Management, Professional..., HRIS, Management, Compensation, Leadership, Performance Management, Deferred Compensation, HR Policies, Personnel Management
Education
Rider University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Widener University-Delaware Campus 1986 — 1988
Associate of Science (A.S.), Business Administration and Management, General
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank