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
Jonathan Marrale Jonathan Marrale's Merrill Lynch Experience January 2008 - December 2008
Job Acquisitions & Development Associate at Fortuna Realty Group
Industry Real Estate
Experience
Fortuna Realty Group January 2014 - Present
Luxurious Hospitality Group May 2012 - January 2014
Morgan Stanley December 2008 - January 2011
Merrill Lynch January 2008 - December 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Fortuna Realty Group January 2014 - Present
Luxurious Hospitality Group May 2012 - January 2014
Morgan Stanley December 2008 - January 2011
Merrill Lynch January 2008 - December 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Economics
Parita Patel Parita Patel's Merrill Lynch Experience August 2004 - December 2005
Job Associate Manager, Executive Compensation at Colgate Palmolive
Industry Consumer Goods
Experience
Colgate Palmolive October 2013 - Present
Avon July 2008 - October 2013
Morgan Stanley February 2006 - July 2008
Merrill Lynch August 2004 - December 2005
Skills
Proxy Statements, Executive Pay, Committees, Compensation Strategies, Deferred Compensation, Compensation Structures, Incentive Programs, Data Analysis, Microsoft Applications, SAP, PeopleSoft, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Major: Finance Minor: Psychology
Hoboken High School 1996 — 2000
Colgate Palmolive October 2013 - Present
Avon July 2008 - October 2013
Morgan Stanley February 2006 - July 2008
Merrill Lynch August 2004 - December 2005
Skills
Proxy Statements, Executive Pay, Committees, Compensation Strategies, Deferred Compensation, Compensation Structures, Incentive Programs, Data Analysis, Microsoft Applications, SAP, PeopleSoft, Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (B.S.), Major: Finance Minor: Psychology
Hoboken High School 1996 — 2000
Noriel Mapoy Noriel Mapoy's Merrill Lynch Experience June 2010 - September 2010
Job Digital Manager at MEC
Industry Marketing and Advertising
Experience
MEC May 2014 - Present
Moxie July 2013 - May 2014
Mindshare August 2011 - July 2013
Marvel Entertainment September 2010 - December 2010
Merrill Lynch June 2010 - September 2010
Skills
Digital Media, Media Planning, Digital Marketing, Content Strategy, Marketing, New Media, Mobile Marketing, Media Buying, Online Advertising, Web Analytics, Strategy, Integrated Marketing, Google Analytics, CRM, Mobile Advertising, Social Media, Advertising
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BA, Economics& Communication
MEC May 2014 - Present
Moxie July 2013 - May 2014
Mindshare August 2011 - July 2013
Marvel Entertainment September 2010 - December 2010
Merrill Lynch June 2010 - September 2010
Skills
Digital Media, Media Planning, Digital Marketing, Content Strategy, Marketing, New Media, Mobile Marketing, Media Buying, Online Advertising, Web Analytics, Strategy, Integrated Marketing, Google Analytics, CRM, Mobile Advertising, Social Media, Advertising
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BA, Economics& Communication
Joshua Chang Joshua Chang's Merrill Lynch Experience January 2011 - December 2011
Job Employee at Box
Industry Computer Software
Experience
Box February 2015 - Present
Box April 2014 - January 2015
Mimi's Graphics January 2013 - January 2014
T3 Trading Group, LLC January 2012 - December 2012
Merrill Lynch January 2011 - December 2011
Skills
Cloud Storage, SFDC, SaaS, Sales, Cloud Security, Bloomberg, Series 56, Equities, Options, Trading, Derivatives, Fixed Income, Capital Markets, Investments, Financial Modeling, Business Strategy, Business Analysis, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.), Economics, Mathematics
Box February 2015 - Present
Box April 2014 - January 2015
Mimi's Graphics January 2013 - January 2014
T3 Trading Group, LLC January 2012 - December 2012
Merrill Lynch January 2011 - December 2011
Skills
Cloud Storage, SFDC, SaaS, Sales, Cloud Security, Bloomberg, Series 56, Equities, Options, Trading, Derivatives, Fixed Income, Capital Markets, Investments, Financial Modeling, Business Strategy, Business Analysis, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Arts (B.A.), Economics, Mathematics
George L. Perez George L. Perez's Merrill Lynch Experience 1992 - 2011
Job Principal, GenTrust Wealth Management
Industry Financial Services
Experience
GenTrust Wealth Management December 2011 - Present
Merrill Lynch 1992 - 2011
Education
Rutgers University 1987 — 1991
Bachelor of Arts (B.A.), Economics
GenTrust Wealth Management December 2011 - Present
Merrill Lynch 1992 - 2011
Education
Rutgers University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Kevin O'Fee Kevin O'Fee's Merrill Lynch Experience January 1985 - December 1988
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Edward Jones September 2014 - Present
Ignites March 2014 - May 2014
Fidelity Investments January 2012 - August 2013
USAA August 2010 - July 2011
Lincoln Financial Group March 2007 - July 2010
New York Life Investment Management December 2001 - January 2007
UBS PaineWebber December 1989 - December 2001
Merrill Lynch January 1985 - December 1988
Standard & Poor's January 1984 - January 1985
Merrill Lynch August 1981 - 1984
Skills
Retirement, Strategy, Product Management, 401k, Wealth Management, Investments, Asset Allocation, Mutual Funds, Series 7, IRAs, Leadership, Finance, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
MBA
Rutgers University-New Brunswick 1975 — 1979
BA, English
Suresh kumar Nedunchezhian Suresh kumar Nedunchezhian's Merrill Lynch Experience August 2011 - May 2013
Job Software Engineer at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems June 2013 - Present
Merrill Lynch August 2011 - May 2013
Rutgers University August 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Force10 Networks June 2008 - July 2009
Skills
C, Linux, Java, Unix, Python, TCP/IP, Algorithms, Distributed Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters, Computer Engineering
College of Engineering Guindy, Chennai 2004 — 2008
B.E, Electronics and Communication
Cisco Systems June 2013 - Present
Merrill Lynch August 2011 - May 2013
Rutgers University August 2009 - May 2011
Merrill Lynch June 2010 - August 2010
Force10 Networks June 2008 - July 2009
Skills
C, Linux, Java, Unix, Python, TCP/IP, Algorithms, Distributed Systems
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters, Computer Engineering
College of Engineering Guindy, Chennai 2004 — 2008
B.E, Electronics and Communication
David Bauer David Bauer's Merrill Lynch Experience November 2001 - August 2005
Job Managing Partner at Sand Hill East
Industry Information Technology and Services
Experience
Sand Hill East November 2014 - Present
Digital Asset Holdings May 2015 - Present
Asurion August 2005 - October 2014
Merrill Lynch November 2001 - August 2005
SiteSmith April 2000 - August 2001
Merrill Lynch April 1999 - April 2000
Deutsche Bank April 1997 - April 1999
Morgan Stanley June 1994 - April 1997
Bell Communications Research April 1987 - June 1994
Skills
Information Security, Enterprise Architecture, Virtualization, International Project..., Global Operations, IT Infrastructure..., Crisis Management, Project Management, Privacy Law, IT Risk Management, Security, IT Operations, Integration, Information Security..., Disaster Recovery, Management, Business Development, Vendor Management, IT Strategy, Infrastructure, Leadership, Program Management, Information Technology, Risk Management, Business Continuity, SDLC, ITIL, Business Analysis, Cloud Computing, SaaS, Change Management, Data Center, Computer Security, Software Project..., Executive Management, Governance, Project Portfolio..., Consulting, Outsourcing, PMO, IT Management, Enterprise Software, Solution Architecture, IT Service Management, Business Process..., Professional Services, PMP, IT Outsourcing, Business Intelligence, Service Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1986
BA with high honors and MS
Thames Valley State Technical College 1978 — 1980
AAS
Sand Hill East November 2014 - Present
Digital Asset Holdings May 2015 - Present
Asurion August 2005 - October 2014
Merrill Lynch November 2001 - August 2005
SiteSmith April 2000 - August 2001
Merrill Lynch April 1999 - April 2000
Deutsche Bank April 1997 - April 1999
Morgan Stanley June 1994 - April 1997
Bell Communications Research April 1987 - June 1994
Skills
Information Security, Enterprise Architecture, Virtualization, International Project..., Global Operations, IT Infrastructure..., Crisis Management, Project Management, Privacy Law, IT Risk Management, Security, IT Operations, Integration, Information Security..., Disaster Recovery, Management, Business Development, Vendor Management, IT Strategy, Infrastructure, Leadership, Program Management, Information Technology, Risk Management, Business Continuity, SDLC, ITIL, Business Analysis, Cloud Computing, SaaS, Change Management, Data Center, Computer Security, Software Project..., Executive Management, Governance, Project Portfolio..., Consulting, Outsourcing, PMO, IT Management, Enterprise Software, Solution Architecture, IT Service Management, Business Process..., Professional Services, PMP, IT Outsourcing, Business Intelligence, Service Delivery
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1986
BA with high honors and MS
Thames Valley State Technical College 1978 — 1980
AAS
Loren Mariquit Loren Mariquit's Merrill Lynch Experience October 2012 - February 2013
Job Operations Summer Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Monnish Choudhary Monnish Choudhary's Merrill Lynch Experience May 2012 - May 2013
Job Analyst at Jefferies & Company
Industry Financial Services
Experience
Jefferies June 2014 - Present
Jefferies June 2013 - August 2013
Merrill Lynch May 2012 - May 2013
Best Buy May 2008 - August 2012
Music & Arts Center August 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, Windows, Mac, Teamwork, Sales, Project Management, PowerPoint, Outlook, Access, Microsoft Word, Social Networking, Data Analysis
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jefferies June 2014 - Present
Jefferies June 2013 - August 2013
Merrill Lynch May 2012 - May 2013
Best Buy May 2008 - August 2012
Music & Arts Center August 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, Windows, Mac, Teamwork, Sales, Project Management, PowerPoint, Outlook, Access, Microsoft Word, Social Networking, Data Analysis
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Natasha Luthra Natasha Luthra's Merrill Lynch Experience February 2008 - May 2008
Job Vice President at Bank of America
Industry
Experience
Bank of America January 2011 - Present
Bank of America May 2008 - December 2010
Merrill Lynch February 2008 - May 2008
Merrill Lynch August 2007 - February 2008
Skills
Finance, Banking, Credit, Analysis, Corporate Finance, Financial Modeling, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science (BS), Finance, Economics
Bank of America January 2011 - Present
Bank of America May 2008 - December 2010
Merrill Lynch February 2008 - May 2008
Merrill Lynch August 2007 - February 2008
Skills
Finance, Banking, Credit, Analysis, Corporate Finance, Financial Modeling, Financial Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor of Science (BS), Finance, Economics
William Leszczuk William Leszczuk's Merrill Lynch Experience July 2007 - November 2009
Job Director of Engineering at ZocDoc
Industry Computer Software
Experience
ZocDoc May 2013 - Present
Neverware January 2013 - April 2013
Yodle November 2009 - October 2012
Merrill Lynch July 2007 - November 2009
Hillier Architecture January 2003 - July 2007
Skills
Start-ups, Agile Methodologies, Test Driven Development, Technology Recruitment, Digital Marketing, SOA, Technical Leadership, Design Patterns, Team Management, Product Development, Java, Cross-functional Team..., Team Building, Staff Development, Team Leadership, Software Development, C#, JavaScript, Mobile Applications, Linux
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Computer Science
ZocDoc May 2013 - Present
Neverware January 2013 - April 2013
Yodle November 2009 - October 2012
Merrill Lynch July 2007 - November 2009
Hillier Architecture January 2003 - July 2007
Skills
Start-ups, Agile Methodologies, Test Driven Development, Technology Recruitment, Digital Marketing, SOA, Technical Leadership, Design Patterns, Team Management, Product Development, Java, Cross-functional Team..., Team Building, Staff Development, Team Leadership, Software Development, C#, JavaScript, Mobile Applications, Linux
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.S.), Computer Science
Matthew Hooban's Merrill Lynch Experience December 1997 - November 2002
Job Communications Associate at Hachette Book Group
Industry Publishing
Experience
Pie a la Mode Productions August 2011 - Present
Hachette Book Group April 2007 - Present
Old Man Rafferty's October 2003 - June 2006
Merrill Lynch December 1997 - November 2002
Skills
Publishing, Writing, Graphic Design, Books, Corporate Communications, Blogging, Editing, Online Publishing, Time Management, Softball, Copywriting, Editorial, Content Development, Copy Editing, Proofreading, Television
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 2001
BA, History
Ridgewood High School 1990 — 1994
Pie a la Mode Productions August 2011 - Present
Hachette Book Group April 2007 - Present
Old Man Rafferty's October 2003 - June 2006
Merrill Lynch December 1997 - November 2002
Skills
Publishing, Writing, Graphic Design, Books, Corporate Communications, Blogging, Editing, Online Publishing, Time Management, Softball, Copywriting, Editorial, Content Development, Copy Editing, Proofreading, Television
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 2001
BA, History
Ridgewood High School 1990 — 1994
Dami Idowu Dami Idowu's Merrill Lynch Experience February 2014 - Present
Job Financial Solutions Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Merrill Lynch September 2012 - February 2014
Merrill Lynch July 2011 - September 2012
Skills
Finance, Investments, Equities, Price Quotes, Asset Management, Asset Allocation, Securities, Portfolio Management, Financial Research, Banking, Financial Reporting, Project Management, Retirement Planning, Team Building, Strategic Planning, Marketing Strategy, Business Strategy
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor's degree, Psychology and Sociology
Merrill Lynch February 2014 - Present
Merrill Lynch September 2012 - February 2014
Merrill Lynch July 2011 - September 2012
Skills
Finance, Investments, Equities, Price Quotes, Asset Management, Asset Allocation, Securities, Portfolio Management, Financial Research, Banking, Financial Reporting, Project Management, Retirement Planning, Team Building, Strategic Planning, Marketing Strategy, Business Strategy
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor's degree, Psychology and Sociology
Ayaz Khan Ayaz Khan's Merrill Lynch Experience September 2008 - June 2009
Job Management Consulting Senior Strategy Analyst at Accenture
Industry Management Consulting
Experience
TwoDoor Labs November 2014 - Present
Accenture October 2014 - Present
Accenture March 2014 - October 2014
Accenture May 2013 - February 2014
Rutgers University 2011 - August 2012
Rutgers University July 2010 - February 2011
Merrill Lynch September 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Mergers & Acquisitions, Project Management, Zero-based Budgeting, Stochastic Methods, Cloud Computing, Venture Capital, Start-ups, Product Management, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelors of Science, Aerospace and Mechanical Engineering
TwoDoor Labs November 2014 - Present
Accenture October 2014 - Present
Accenture March 2014 - October 2014
Accenture May 2013 - February 2014
Rutgers University 2011 - August 2012
Rutgers University July 2010 - February 2011
Merrill Lynch September 2008 - June 2009
Merrill Lynch June 2008 - August 2008
Skills
Mergers & Acquisitions, Project Management, Zero-based Budgeting, Stochastic Methods, Cloud Computing, Venture Capital, Start-ups, Product Management, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelors of Science, Aerospace and Mechanical Engineering
Josh Gittleman Josh Gittleman's Merrill Lynch Experience July 2007 - March 2008
Job Account Representative @ Specialized Bicycle Components
Industry Sporting Goods
Experience
Specialized Bicycle Components July 2013 - Present
Cycling Sports Group September 2010 - June 2013
Morgan Stanley Smith Barney March 2008 - September 2010
Merrill Lynch July 2007 - March 2008
Skills
Sales, CRM, Sales Operations, Customer Experience, Customer Acquisition, Account Management, Sales Management, Retail, Marketing Strategy, Marketing, Social Media Marketing, Product Marketing, Digital Marketing, Marketing Communications, Sports Marketing, Cycling, Product Development
Education
Rutgers University 2000 — 2004
Bachelor of Arts (B.A.)
Specialized Bicycle Components July 2013 - Present
Cycling Sports Group September 2010 - June 2013
Morgan Stanley Smith Barney March 2008 - September 2010
Merrill Lynch July 2007 - March 2008
Skills
Sales, CRM, Sales Operations, Customer Experience, Customer Acquisition, Account Management, Sales Management, Retail, Marketing Strategy, Marketing, Social Media Marketing, Product Marketing, Digital Marketing, Marketing Communications, Sports Marketing, Cycling, Product Development
Education
Rutgers University 2000 — 2004
Bachelor of Arts (B.A.)
Brian Ingenito Brian Ingenito's Merrill Lynch Experience April 2002 - April 2003
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2003 - Present
Merrill Lynch April 2002 - April 2003
Extreme Logic 1999 - April 2002
Brickhouse Software, Inc. 1996 - 1999
Skills
Trading Systems, Enterprise Architecture, Electronic Trading, Equity Derivatives, Exchange Connectivity, Market Data, Equity Trading, Derivatives, Low Latency, .NET, Equities, Options
Education
Rutgers University-New Brunswick 1993 — 1997
BS, Computer Science
Morgan Stanley April 2003 - Present
Merrill Lynch April 2002 - April 2003
Extreme Logic 1999 - April 2002
Brickhouse Software, Inc. 1996 - 1999
Skills
Trading Systems, Enterprise Architecture, Electronic Trading, Equity Derivatives, Exchange Connectivity, Market Data, Equity Trading, Derivatives, Low Latency, .NET, Equities, Options
Education
Rutgers University-New Brunswick 1993 — 1997
BS, Computer Science
Stephen Zarandona Stephen Zarandona's Merrill Lynch Experience April 2014 - December 2014
Job Property Treaty at Guy Carpenter
Industry Sports
Experience
Guy Carpenter June 2015 - Present
Rutgers University February 2012 - May 2015
Merrill Lynch April 2014 - December 2014
Brighton Cromwell, LLC January 2014 - February 2014
Brighton Cromwell, LLC June 2013 - September 2013
Indoor Sports Pavilion October 2005 - August 2011
Skills
Statistics, Mathematics, Writing, Leadership, Public Speaking, Microsoft Office, Social Media
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor’s Degree, Economics
Randolph High School 2008 — 2011
Guy Carpenter June 2015 - Present
Rutgers University February 2012 - May 2015
Merrill Lynch April 2014 - December 2014
Brighton Cromwell, LLC January 2014 - February 2014
Brighton Cromwell, LLC June 2013 - September 2013
Indoor Sports Pavilion October 2005 - August 2011
Skills
Statistics, Mathematics, Writing, Leadership, Public Speaking, Microsoft Office, Social Media
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor’s Degree, Economics
Randolph High School 2008 — 2011
Leonard Oremland Leonard Oremland's Merrill Lynch Experience June 1983 - October 1987
Job Senior Vice President & Managing Director, Consultant Relations
Industry Investment Management
Experience
OFI Global Asset Management, An OppenheimerFunds Company December 2014 - Present
Ares Management June 2010 - February 2014
ING Investment Management April 1997 - June 2010
Cowen and Company / Cowen Asset Management March 1990 - April 1997
Merrill Lynch June 1983 - October 1987
Skills
Alternative Investments, Private Equity, Capital, High Yield Bonds, Investments, Leveraged Finance, Hedge Funds, Mezzanine, Financial Analysis, Credit, Investment Management, Portfolio Management, Chartered Financial..., Asset Managment, Equities, Mutual Funds, Fixed Income, Capital Structure, Capital Markets, Financial Services, Venture Capital, Structured Products, Derivatives, Asset Management, Loans, Investment Banking, Asset Allocation, Hedging
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
OFI Global Asset Management, An OppenheimerFunds Company December 2014 - Present
Ares Management June 2010 - February 2014
ING Investment Management April 1997 - June 2010
Cowen and Company / Cowen Asset Management March 1990 - April 1997
Merrill Lynch June 1983 - October 1987
Skills
Alternative Investments, Private Equity, Capital, High Yield Bonds, Investments, Leveraged Finance, Hedge Funds, Mezzanine, Financial Analysis, Credit, Investment Management, Portfolio Management, Chartered Financial..., Asset Managment, Equities, Mutual Funds, Fixed Income, Capital Structure, Capital Markets, Financial Services, Venture Capital, Structured Products, Derivatives, Asset Management, Loans, Investment Banking, Asset Allocation, Hedging
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
Laura A. Mindek Laura A. Mindek's Merrill Lynch Experience June 2000 - June 2001
Job President and CEO, MindShift Solutions
Industry Think Tanks
Experience
Metrus Group 2011 - Present
MindShift Solutions June 2002 - Present
NYHRPS 2006 - 2009
Merrill Lynch June 2000 - June 2001
American Express March 1998 - June 2000
Sony Electronics 1992 - 1995
JPMorganChase (Chemical Bank) 1986 - 1990
Skills
Executive Coaching, Organizational Design, Succession Planning, Talent Management, Project Management, Organizational..., Workshop Facilitation, Leadership Development, Organizational..., Competency Framework..., Performance Management, Strategic Planning, Human Resources, Strategy, Executive Development, Training, Leadership, Change Management, Management Consulting, Career Development, 360 Feedback
Education
Rutgers, The State University of New Jersey-New Brunswick
Ed.D., Education
Metrus Group 2011 - Present
MindShift Solutions June 2002 - Present
NYHRPS 2006 - 2009
Merrill Lynch June 2000 - June 2001
American Express March 1998 - June 2000
Sony Electronics 1992 - 1995
JPMorganChase (Chemical Bank) 1986 - 1990
Skills
Executive Coaching, Organizational Design, Succession Planning, Talent Management, Project Management, Organizational..., Workshop Facilitation, Leadership Development, Organizational..., Competency Framework..., Performance Management, Strategic Planning, Human Resources, Strategy, Executive Development, Training, Leadership, Change Management, Management Consulting, Career Development, 360 Feedback
Education
Rutgers, The State University of New Jersey-New Brunswick
Ed.D., Education
Jason Zubris, CFP® Jason Zubris, CFP®'s Merrill Lynch Experience January 2003 - February 2005
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
Fidelity Investments June 2006 - January 2008
Fidelity Investments March 2005 - June 2006
Merrill Lynch January 2003 - February 2005
Skills
Retirement Planning, Series 7, 401k, Mutual Funds, Financial Services, Securities, Retirement, Investments, Asset Allocation, Wealth Management, FINRA
Education
Rutgers University 1997 — 2002
Bachelor's degree, Business Economics
Fidelity Investments January 2008 - Present
Fidelity Investments June 2006 - January 2008
Fidelity Investments March 2005 - June 2006
Merrill Lynch January 2003 - February 2005
Skills
Retirement Planning, Series 7, 401k, Mutual Funds, Financial Services, Securities, Retirement, Investments, Asset Allocation, Wealth Management, FINRA
Education
Rutgers University 1997 — 2002
Bachelor's degree, Business Economics
Joseph Duncan Joseph Duncan's Merrill Lynch Experience July 2004 - September 2009
Job Senior Partner at Pine Valley Investments
Industry Financial Services
Experience
Pine Valley Investments February 2015 - Present
Philadelphia Investment Partners October 2009 - February 2015
Merrill Lynch July 2004 - September 2009
Education
Rutgers University-New Brunswick
Economics, Management and Labor Relations
Pine Valley Investments February 2015 - Present
Philadelphia Investment Partners October 2009 - February 2015
Merrill Lynch July 2004 - September 2009
Education
Rutgers University-New Brunswick
Economics, Management and Labor Relations
Tracy Cairoli, CIMA, CRPC Tracy Cairoli, CIMA, CRPC's Merrill Lynch Experience June 1999 - September 2003
Job Assistant Vice President
Industry Investment Management
Experience
Oppenheimerfunds October 2003 - Present
OppenheimerFunds September 2006 - August 2008
Merrill Lynch June 1999 - September 2003
Skills
Asset Allocation, Mutual Funds, Asset Management, Separately Managed..., Relationship Management, Securities, Sales, Investment Advisory, Strategy, Defined Benefit, Series 7, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor's degree, Finance minor
New Milford
High School
Oppenheimerfunds October 2003 - Present
OppenheimerFunds September 2006 - August 2008
Merrill Lynch June 1999 - September 2003
Skills
Asset Allocation, Mutual Funds, Asset Management, Separately Managed..., Relationship Management, Securities, Sales, Investment Advisory, Strategy, Defined Benefit, Series 7, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor's degree, Finance minor
New Milford
High School
Michael Honold Michael Honold's Merrill Lynch Experience February 2000 - February 2001
Job Financial Advisor
Industry Financial Services
Experience
Lincoln Financial Securities October 2014 - Present
American Financial Network LLC October 2014 - Present
New York Life Insurance Company June 2009 - October 2014
Eagle Strategies LLC June 2009 - October 2014
New York Life Insurance Company June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC October 2001 - June 2009
Rue Insurance February 2001 - June 2009
Merrill Lynch February 2000 - February 2001
Rue Insurance August 1996 - February 2000
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
Bachelors
William Paterson University of New Jersey
Lincoln Financial Securities October 2014 - Present
American Financial Network LLC October 2014 - Present
New York Life Insurance Company June 2009 - October 2014
Eagle Strategies LLC June 2009 - October 2014
New York Life Insurance Company June 2009 - October 2014
Financial Network Investment Corporation, Member SIPC October 2001 - June 2009
Rue Insurance February 2001 - June 2009
Merrill Lynch February 2000 - February 2001
Rue Insurance August 1996 - February 2000
Skills
Insurance, Retirement Planning, Life Insurance, Investments, Securities, Fixed Annuities, Disability Insurance, Retirement, College Savings Plans, 401k Rollovers, IRAs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1995
Bachelors
William Paterson University of New Jersey
Carol Demyanovich Carol Demyanovich's Merrill Lynch Experience September 1986 - July 2000
Job Senior Financial Services Marketing Communications Professional Actively Seeking New Position
Industry Financial Services
Experience
A.M.Best March 2008 - February 2015
TIAA-CREF November 2004 - May 2007
Merrill Lynch Investment Managers May 2003 - September 2004
UBS Inc May 2001 - July 2002
Merrill Lynch September 1986 - July 2000
Skills
Marketing Communications, Newsletters, Editing, Corporate Communications, Marketing, Strategic Communications, Internal Communications, Content Development, Writing, Insurance, Client Services, Content Management, Mutual Funds, Press Releases, Journalism, Financial Services, Content Strategy, Marketing Materials, Project Management, Publications, Magazines, Client Service, Investments, Marketing Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Journalism
Rutgers, The State University of New Jersey-Newark
Theater/Film
A.M.Best March 2008 - February 2015
TIAA-CREF November 2004 - May 2007
Merrill Lynch Investment Managers May 2003 - September 2004
UBS Inc May 2001 - July 2002
Merrill Lynch September 1986 - July 2000
Skills
Marketing Communications, Newsletters, Editing, Corporate Communications, Marketing, Strategic Communications, Internal Communications, Content Development, Writing, Insurance, Client Services, Content Management, Mutual Funds, Press Releases, Journalism, Financial Services, Content Strategy, Marketing Materials, Project Management, Publications, Magazines, Client Service, Investments, Marketing Strategy, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Journalism
Rutgers, The State University of New Jersey-Newark
Theater/Film
Daniel Huk Lim Daniel Huk Lim's Merrill Lynch Experience July 2012 - December 2012
Job ERS Consultant
Industry Financial Services
Experience
Deloitte September 2013 - Present
Merrill Lynch July 2012 - December 2012
Johnson & Johnson January 2012 - June 2012
United Nations- Special Unit for South-South Cooperation May 2011 - August 2011
Mortgage Equity Group 2011 - 2011
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Access, Risk Management, Data Analysis, Market Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
B.S., Finance
Deloitte September 2013 - Present
Merrill Lynch July 2012 - December 2012
Johnson & Johnson January 2012 - June 2012
United Nations- Special Unit for South-South Cooperation May 2011 - August 2011
Mortgage Equity Group 2011 - 2011
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Financial Modeling, PowerPoint, Access, Risk Management, Data Analysis, Market Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
B.S., Finance
Grace Yoon Grace Yoon's Merrill Lynch Experience June 1999 - July 2002
Job
Industry
Experience
International Fund Services (NA) LLC, A State Street Company 2004 - Present
Alliance Capital August 2002 - June 2004
Merrill Lynch June 1999 - July 2002
SunAmerica Mutual Funds September 1998 - June 1999
Skills
Finance
Education
Rutgers University-New Brunswick
Bachelor's Degree
International Fund Services (NA) LLC, A State Street Company 2004 - Present
Alliance Capital August 2002 - June 2004
Merrill Lynch June 1999 - July 2002
SunAmerica Mutual Funds September 1998 - June 1999
Skills
Finance
Education
Rutgers University-New Brunswick
Bachelor's Degree
Kristina Funk Kristina Funk's Merrill Lynch Experience April 2015 - Present
Job AVP, Platform Supervision
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Merrill Lynch April 2011 - November 2014
Merrill Lynch March 2008 - April 2011
Skills
Portfolio Management, Wealth Management, Loans, Series 7, Credit, Equities, Finance, Series 63, Relationship Management, Investments, Investment Strategies, Retail Banking, Consumer Lending, Securities Lending, Mutual Funds, Cash Management, Wealth Management..., Series 9
Education
Strayer University-New Jersey 2012 — 2014
Master of Business Administration (MBA), International Business
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2008
Bachelor's degree, Business/Environmental Economics
Merrill Lynch April 2015 - Present
Merrill Lynch April 2011 - November 2014
Merrill Lynch March 2008 - April 2011
Skills
Portfolio Management, Wealth Management, Loans, Series 7, Credit, Equities, Finance, Series 63, Relationship Management, Investments, Investment Strategies, Retail Banking, Consumer Lending, Securities Lending, Mutual Funds, Cash Management, Wealth Management..., Series 9
Education
Strayer University-New Jersey 2012 — 2014
Master of Business Administration (MBA), International Business
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2008
Bachelor's degree, Business/Environmental Economics
Gerald Berg's Merrill Lynch Experience June 1977 - April 2000
Job Market Manager Managing Director at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2000 - Present
Merrill Lynch June 1977 - April 2000
Skills
Wealth Management, Leadership, Retirement Planning, Financial Services, Mutual Funds, Portfolio Management, Financial Analysis, Securities
Education
Rutgers University 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Wells Fargo Advisors April 2000 - Present
Merrill Lynch June 1977 - April 2000
Skills
Wealth Management, Leadership, Retirement Planning, Financial Services, Mutual Funds, Portfolio Management, Financial Analysis, Securities
Education
Rutgers University 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Chris Pento Chris Pento's Merrill Lynch Experience January 1999 - February 2002
Job Chief Operating Officer at Arxis Capital Group LLC
Industry Financial Services
Experience
Arxis Capital Group LLC July 2014 - Present
KCG Americas formerly Knight Capital Group February 2002 - June 2014
Merrill Lynch January 1999 - February 2002
Herzog, Heine, Geduld January 1989 - January 1999
Skills
Management, Equities, Fixed Income, Securities, Trading Systems, Series 7, Hedge Funds, Options, Capital Markets, Trading, Electronic Trading, Derivatives, Bloomberg, Middle Office, Prime Brokerage, ADRs, AML, Clearing, DTC, Direct Market Access, ECN, ETFs, Equity Trading, Foreign Exchange, Futures, Financial Services, Financial Reporting, Market Data, Market Making, New Account Management, OCC, FINRA, Global Custody, New Business Development, Series 24, Securities Regulation, Series 63, Team Management, Vendor Relationships, Regulatory Submissions, Operational Compliance, Operational Control, Operational Risk, Operational Streamlining, Re-engineering...
Education
Rutgers University 1984 — 1988
Bachelor of Science (BS), Finance, General
Arxis Capital Group LLC July 2014 - Present
KCG Americas formerly Knight Capital Group February 2002 - June 2014
Merrill Lynch January 1999 - February 2002
Herzog, Heine, Geduld January 1989 - January 1999
Skills
Management, Equities, Fixed Income, Securities, Trading Systems, Series 7, Hedge Funds, Options, Capital Markets, Trading, Electronic Trading, Derivatives, Bloomberg, Middle Office, Prime Brokerage, ADRs, AML, Clearing, DTC, Direct Market Access, ECN, ETFs, Equity Trading, Foreign Exchange, Futures, Financial Services, Financial Reporting, Market Data, Market Making, New Account Management, OCC, FINRA, Global Custody, New Business Development, Series 24, Securities Regulation, Series 63, Team Management, Vendor Relationships, Regulatory Submissions, Operational Compliance, Operational Control, Operational Risk, Operational Streamlining, Re-engineering...
Education
Rutgers University 1984 — 1988
Bachelor of Science (BS), Finance, General
Frank Handschur Frank Handschur's Merrill Lynch Experience May 2011 - June 2013
Job Professional Driver for Allied Building Products
Industry Construction
Experience
Allied Building Products May 2015 - Present
Central Transport September 2014 - May 2015
Central Jersey Trucking & Rigging June 2013 - September 2014
Merrill Lynch May 2011 - June 2013
Merrill Lynch October 2009 - May 2011
Merrill Lynch May 2008 - October 2009
Merrill Lynch March 2006 - May 2008
Education
Smith and Solomon
Commercial Drivers License - Class A
Rutgers University-New Brunswick
Bachelor of Arts, Criminal Justice
Allied Building Products May 2015 - Present
Central Transport September 2014 - May 2015
Central Jersey Trucking & Rigging June 2013 - September 2014
Merrill Lynch May 2011 - June 2013
Merrill Lynch October 2009 - May 2011
Merrill Lynch May 2008 - October 2009
Merrill Lynch March 2006 - May 2008
Education
Smith and Solomon
Commercial Drivers License - Class A
Rutgers University-New Brunswick
Bachelor of Arts, Criminal Justice
Alieu Terry Alieu Terry's Merrill Lynch Experience June 2006 - December 2008
Job Founder and CEO at Binder
Industry Internet
Experience
Binder September 2014 - Present
EiAbroad October 2010 - August 2014
Banc of America Securities January 2009 - October 2010
Merrill Lynch June 2006 - December 2008
United States Senate June 2005 - August 2005
Skills
Equities, Start-ups, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Securities, New Business Development, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Economics
Binder September 2014 - Present
EiAbroad October 2010 - August 2014
Banc of America Securities January 2009 - October 2010
Merrill Lynch June 2006 - December 2008
United States Senate June 2005 - August 2005
Skills
Equities, Start-ups, Hedge Funds, Fixed Income, Alternative Investments, Bloomberg, Capital Markets, Entrepreneurship, Securities, New Business Development, Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Bachelor's Degree, Economics
Kevin Fellin, CPA Kevin Fellin, CPA's Merrill Lynch Experience March 1991 - December 2006
Job Principal at Kevin Fellin CPA LLC
Industry Accounting
Experience
Kevin Fellin CPA LLC June 2014 - Present
WithumSmith+Brown December 2009 - June 2014
Deloitte September 2007 - November 2009
PricewaterhouseCoopers February 2007 - August 2007
Merrill Lynch March 1991 - December 2006
Kmart Corporation April 1989 - March 1991
Skills
Accounting, Tax, GAAP, Tax Preparation, CPA, Corporate Tax, Tax Research, US GAAP, Auditing, Tax Accounting, Income Tax, Tax Returns, Partnership Taxation, International Tax, SEC filings, Leadership, Management, SEC Filings
Education
Seton Hall University
MS, Taxation
Rutgers University-New Brunswick
BS, Accounting
St. Joseph's High School
St. Peter's Elementary School
Kevin Fellin CPA LLC June 2014 - Present
WithumSmith+Brown December 2009 - June 2014
Deloitte September 2007 - November 2009
PricewaterhouseCoopers February 2007 - August 2007
Merrill Lynch March 1991 - December 2006
Kmart Corporation April 1989 - March 1991
Skills
Accounting, Tax, GAAP, Tax Preparation, CPA, Corporate Tax, Tax Research, US GAAP, Auditing, Tax Accounting, Income Tax, Tax Returns, Partnership Taxation, International Tax, SEC filings, Leadership, Management, SEC Filings
Education
Seton Hall University
MS, Taxation
Rutgers University-New Brunswick
BS, Accounting
St. Joseph's High School
St. Peter's Elementary School
Christopher Castro Christopher Castro's Merrill Lynch Experience May 2007 - June 2013
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica June 2013 - Present
Merrill Lynch May 2007 - June 2013
Merrill Lynch May 2003 - May 2007
Merrill Lynch January 2002 - May 2003
Merrill Lynch April 2000 - January 2002
Summit Equities 1999 - 2000
Travelers 1998 - 1999
Skills
Series 7, 401k, CRPS, CRPC, Retirement Planning, Retirement, Fixed Annuities, Profit Sharing, Investments, ERISA, Series 63, Series 65, Investment Advisory, Wealth Management, IRAs, Estate Planning
Education
Fairleigh Dickinson University – Madison 2001 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
BS, Criminal Justice
Transamerica June 2013 - Present
Merrill Lynch May 2007 - June 2013
Merrill Lynch May 2003 - May 2007
Merrill Lynch January 2002 - May 2003
Merrill Lynch April 2000 - January 2002
Summit Equities 1999 - 2000
Travelers 1998 - 1999
Skills
Series 7, 401k, CRPS, CRPC, Retirement Planning, Retirement, Fixed Annuities, Profit Sharing, Investments, ERISA, Series 63, Series 65, Investment Advisory, Wealth Management, IRAs, Estate Planning
Education
Fairleigh Dickinson University – Madison 2001 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
BS, Criminal Justice
Larry Owen Larry Owen's Merrill Lynch Experience 1991 - 2008
Job Sr QA Analyst at Verizonwireless
Industry Consumer Services
Experience
Verizonwireless December 2011 - Present
Solo Enterprises LLC December 2005 - October 2013
COMSYS January 2009 - December 2011
GalaxE Solutions July 2008 - December 2008
Merrill Lynch 1991 - 2008
Princeton Financial Systems 1986 - 1987
Princeton Plasma Physics Lab 1979 - 1984
Skills
Testing, SQL, COBOL, CICS, Systems Analysis, JCL, System Testing, DB2, Mainframe, MVS, Disaster Recovery, Software Documentation, Quality Assurance, Unix, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Software Development, Visio, Analysis, User Acceptance Testing, Quality Center, Test Planning, Software Project..., Business Analysis, Vendor Management, HP Quality Center
Education
Rutgers University-New Brunswick 1975 — 1982
BS, Biology, Psychology
morrisville public schools
Verizonwireless December 2011 - Present
Solo Enterprises LLC December 2005 - October 2013
COMSYS January 2009 - December 2011
GalaxE Solutions July 2008 - December 2008
Merrill Lynch 1991 - 2008
Princeton Financial Systems 1986 - 1987
Princeton Plasma Physics Lab 1979 - 1984
Skills
Testing, SQL, COBOL, CICS, Systems Analysis, JCL, System Testing, DB2, Mainframe, MVS, Disaster Recovery, Software Documentation, Quality Assurance, Unix, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Software Development, Visio, Analysis, User Acceptance Testing, Quality Center, Test Planning, Software Project..., Business Analysis, Vendor Management, HP Quality Center
Education
Rutgers University-New Brunswick 1975 — 1982
BS, Biology, Psychology
morrisville public schools
Gregg Saldutti Gregg Saldutti's Merrill Lynch Experience July 2008 - December 2011
Job SS&C Technologies
Industry Information Technology and Services
Experience
BNY Mellon January 2015 - September 2015
General Motors September 2012 - April 2013
CODICARI, LLC January 2012 - September 2012
Merrill Lynch July 2008 - December 2011
Capgemini December 2007 - July 2008
Deutsche Bank February 2004 - December 2007
Wells Fargo May 2003 - February 2004
Broadridge Financial Solutions December 2000 - May 2003
Deutsche Bank November 1999 - December 2000
Deutsche Bank November 1998 - November 1999
Skills
Gloss, Multi-currency, Fixed Income, FX, Equities, Corporate Treasury, Wall Street Systems, Treasury Management, FX Options, Investment Banking, Options, Middle Office, Securities, Capital Markets, Derivatives, Settlement, Bloomberg, Back Office, Bonds, Business Analysis, Financial Services, Hedge Funds, Risk Management, SDLC, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
Bachelor of Arts (B.A.), Political Science and Economics, 3.735
Università degli Studi di Urbino 'Carlo Bo' 1981 — 1981
BNY Mellon January 2015 - September 2015
General Motors September 2012 - April 2013
CODICARI, LLC January 2012 - September 2012
Merrill Lynch July 2008 - December 2011
Capgemini December 2007 - July 2008
Deutsche Bank February 2004 - December 2007
Wells Fargo May 2003 - February 2004
Broadridge Financial Solutions December 2000 - May 2003
Deutsche Bank November 1999 - December 2000
Deutsche Bank November 1998 - November 1999
Skills
Gloss, Multi-currency, Fixed Income, FX, Equities, Corporate Treasury, Wall Street Systems, Treasury Management, FX Options, Investment Banking, Options, Middle Office, Securities, Capital Markets, Derivatives, Settlement, Bloomberg, Back Office, Bonds, Business Analysis, Financial Services, Hedge Funds, Risk Management, SDLC, Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
Bachelor of Arts (B.A.), Political Science and Economics, 3.735
Università degli Studi di Urbino 'Carlo Bo' 1981 — 1981
Phil Adil Phil Adil's Merrill Lynch Experience 1985 - 1986
Job Senior Business Analyst/Assistant Vice President
Industry Investment Management
Experience
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
HighMark Capital Management June 2006 - Present
SEI October 2005 - June 2006
Wachovia Securities March 2004 - April 2005
WaMu Capital June 2003 - January 2004
Union Bank of California April 1998 - March 2002
Morgan Stanley 1996 - 1998
Kidder Peabody 1993 - 1994
Salomon Brothers 1989 - 1994
Goldman Sachs 1986 - 1988
Merrill Lynch 1985 - 1986
Skills
Middle Office, Order Management, Reconciliation, Business Requirements, Securities, Account Reconciliation
Education
Rutgers University 1981 — 1985
BA, Economics
Dwight Englewood 1975 — 1981
H.S., College Prep
Anthony J. Pacifico Anthony J. Pacifico's Merrill Lynch Experience January 2010 - February 2011
Job Project Manager at Crown Castle
Industry Wireless
Experience
Crown Castle July 2014 - Present
Crown Castle March 2014 - July 2014
Crown Castle August 2012 - March 2014
Bank of New York Mellon February 2011 - October 2011
Merrill Lynch January 2010 - February 2011
Merrill Lynch June 2008 - January 2010
Merrill Lynch December 2005 - June 2007
Skills
Financial Analysis, Investments, Finance, Microsoft Excel, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Budgets, PowerPoint, Process Improvement, Business Analysis, Project Management, Vendor Management, Microsoft Office, Customer Service, Wireless, Management, Team Leadership, Telecommunications, Leadership, Integration, Analysis, Negotiation, Financial Services
Education
Rutgers University 2003 — 2006
Bachelor of Arts, Communications
University of North Carolina at Greensboro 2002 — 2003
Crown Castle July 2014 - Present
Crown Castle March 2014 - July 2014
Crown Castle August 2012 - March 2014
Bank of New York Mellon February 2011 - October 2011
Merrill Lynch January 2010 - February 2011
Merrill Lynch June 2008 - January 2010
Merrill Lynch December 2005 - June 2007
Skills
Financial Analysis, Investments, Finance, Microsoft Excel, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, Budgets, PowerPoint, Process Improvement, Business Analysis, Project Management, Vendor Management, Microsoft Office, Customer Service, Wireless, Management, Team Leadership, Telecommunications, Leadership, Integration, Analysis, Negotiation, Financial Services
Education
Rutgers University 2003 — 2006
Bachelor of Arts, Communications
University of North Carolina at Greensboro 2002 — 2003
Ron Rosenberg's Merrill Lynch Experience July 2000 - January 2002
Job Senior Managing Director at Norfolk Markets
Industry Investment Banking
Experience
Norfolk Markets January 2011 - Present
Peregrine Advisors / Weeden & Co January 2009 - January 2011
Zeus Capital/Greenwich Harbour Capital February 2002 - January 2009
Merrill Lynch July 2000 - January 2002
Merrill Lynch July 1995 - July 2000
J.P. Morgan July 1990 - July 1995
Skills
Hedging, Fixed Income, Bloomberg, Hedge Funds, Credit Derivatives, Equities, Asset Management, Portfolio Management, Restructuring, Structured Products, Alternative Investments, Capital Markets, Investments, Investment Banking, Derivatives, Equity Trading, Electronic Trading, Private Equity
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Rutgers University 1980 — 1984
Bachelor of Arts (BA), Computer Science
Norfolk Markets January 2011 - Present
Peregrine Advisors / Weeden & Co January 2009 - January 2011
Zeus Capital/Greenwich Harbour Capital February 2002 - January 2009
Merrill Lynch July 2000 - January 2002
Merrill Lynch July 1995 - July 2000
J.P. Morgan July 1990 - July 1995
Skills
Hedging, Fixed Income, Bloomberg, Hedge Funds, Credit Derivatives, Equities, Asset Management, Portfolio Management, Restructuring, Structured Products, Alternative Investments, Capital Markets, Investments, Investment Banking, Derivatives, Equity Trading, Electronic Trading, Private Equity
Education
Wharton School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Rutgers University 1980 — 1984
Bachelor of Arts (BA), Computer Science
Robert Gregov, CFA, CFP® Robert Gregov, CFA, CFP®'s Merrill Lynch Experience July 1996 - June 2003
Job Founder and President of Roche Financial Partners Wealth Management Company
Industry Financial Services
Experience
Roche Financial Partners November 2004 - Present
Albridge Solutions July 2003 - March 2008
Merrill Lynch July 1996 - June 2003
Skills
Wealth Management, Financial Planning, Investment Management, Retirement Planning, Financial Planners, Investment Advisory, Investments, Asset Managment, Portfolio Management, Asset Allocation, 401(k) Advisory
Education
Rutgers University-New Brunswick 1998 — 2005
MBA, FINANCE
The College of New Jersey 2000 — 2004
BS, Finance
Roche Financial Partners November 2004 - Present
Albridge Solutions July 2003 - March 2008
Merrill Lynch July 1996 - June 2003
Skills
Wealth Management, Financial Planning, Investment Management, Retirement Planning, Financial Planners, Investment Advisory, Investments, Asset Managment, Portfolio Management, Asset Allocation, 401(k) Advisory
Education
Rutgers University-New Brunswick 1998 — 2005
MBA, FINANCE
The College of New Jersey 2000 — 2004
BS, Finance
Anthony Schwickrath Anthony Schwickrath's Merrill Lynch Experience 2002 - 2010
Job Financial Services Professional with Massachusetts Mutual
Industry Financial Services
Experience
Massachusetts Mutual April 2011 - Present
Merrill Lynch 2002 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor's, Labor Studies & Employement Relations
Massachusetts Mutual April 2011 - Present
Merrill Lynch 2002 - 2010
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2006
Bachelor's, Labor Studies & Employement Relations
Robert Byrne's Merrill Lynch Experience 2007 - 2008
Job Manager, Email Services at Rosetta Marketing and Advertising
Industry Marketing and Advertising
Experience
Razorfish Health March 2015 - Present
Rosetta Marketing and Advertising August 2009 - February 2015
The Mattawang Golf Club March 2008 - August 2009
Merrill Lynch 2007 - 2008
Skills
CRM, ExactTarget: Data..., PowerPoint, Silverpop, Strategy, ExactTarget: Content..., ExactTarget: API & Web..., Survey Development, CheetahMail, SurveyGizmo, SmartSource, Microsoft Excel, Management, Microsoft Office, Excel, Eloqua Experience, Unica Campaign, Email Marketing, Digital Marketing, Advertising Operations, MediaMind, Deliverability, ExactTarget, Online Advertising
Education
Rutgers University 2002 — 2006
BA, Economics
Razorfish Health March 2015 - Present
Rosetta Marketing and Advertising August 2009 - February 2015
The Mattawang Golf Club March 2008 - August 2009
Merrill Lynch 2007 - 2008
Skills
CRM, ExactTarget: Data..., PowerPoint, Silverpop, Strategy, ExactTarget: Content..., ExactTarget: API & Web..., Survey Development, CheetahMail, SurveyGizmo, SmartSource, Microsoft Excel, Management, Microsoft Office, Excel, Eloqua Experience, Unica Campaign, Email Marketing, Digital Marketing, Advertising Operations, MediaMind, Deliverability, ExactTarget, Online Advertising
Education
Rutgers University 2002 — 2006
BA, Economics
Mark Cebulski Mark Cebulski's Merrill Lynch Experience 2000 - 2003
Job Principal Software Engineer at ProQualI.T Inc
Industry Information Technology and Services
Experience
ProQual-I.T Inc April 2012 - Present
Merck (formerly Schering-Plough) 2003 - December 2011
U.S. Navy Reserve 1991 - 2005
Merrill Lynch 2000 - 2003
AT&T / AT&T Bell Laboratories 1993 - 2000
Merck & Co., Inc. 1991 - 1993
United States Navy 1984 - 1991
Skills
Java, JavaScript, VBScript, Visual Basic, VB.NET, VBA, XML, XSLT, AJAX, C, C++, C#, ASP, JSP, J2EE, CSS, Ksh, Awk, Sed, Oracle, SQL Server, DB2, Informix, Sybase, Access, ODBC, JDBC, ADO, ADO.NET, OLEDB, PL/SQL, DTS, SOAP, Active Directory, LDAP, MS Office Suite, Visual Studio, Eclipse, VMware, SharePoint Designer, IIS, JRun, Tomcat, Apache, Weblogic, FrontPage, VSS, Dimensions, Tortoise SVN, SSH
Education
Rutgers University-New Brunswick 1993 — 1995
MS, EE
United States Naval Academy 1980 — 1984
BS, EE
ProQual-I.T Inc April 2012 - Present
Merck (formerly Schering-Plough) 2003 - December 2011
U.S. Navy Reserve 1991 - 2005
Merrill Lynch 2000 - 2003
AT&T / AT&T Bell Laboratories 1993 - 2000
Merck & Co., Inc. 1991 - 1993
United States Navy 1984 - 1991
Skills
Java, JavaScript, VBScript, Visual Basic, VB.NET, VBA, XML, XSLT, AJAX, C, C++, C#, ASP, JSP, J2EE, CSS, Ksh, Awk, Sed, Oracle, SQL Server, DB2, Informix, Sybase, Access, ODBC, JDBC, ADO, ADO.NET, OLEDB, PL/SQL, DTS, SOAP, Active Directory, LDAP, MS Office Suite, Visual Studio, Eclipse, VMware, SharePoint Designer, IIS, JRun, Tomcat, Apache, Weblogic, FrontPage, VSS, Dimensions, Tortoise SVN, SSH
Education
Rutgers University-New Brunswick 1993 — 1995
MS, EE
United States Naval Academy 1980 — 1984
BS, EE
Kim Fuller, PHR Kim Fuller, PHR's Merrill Lynch Experience January 1986 - January 1988
Job Experienced Human Resources Generalist at The Hibbert Group
Industry Marketing and Advertising
Experience
The Hibbert Group January 2007 - Present
Sun Microsystems, Inc January 1992 - January 1994
Response Analysis Corporation January 1988 - January 1992
Merrill Lynch January 1986 - January 1988
Skills
Proficient in Microsoft..., Employee Relations, Training, Coaching, Microsoft Word, Human Resources, Insurance, Troubleshooting, Internet Explorer, Directing, Vendor Management, Account Management, Applicant Tracking..., Project Management, Talent Acquisition, Direct Mail, Management, Process Improvement, Marketing, Employee Engagement, Direct Marketing, Analytics, HRIS, Crystal Reports, Outlook, Microsoft Excel, Employee Handbooks, Team Building, Talent Management, New Hire Orientations, Interviews, Internet Recruiting, Leadership Development, Customer Service, Employee Benefits, CRM, Change Management, Onboarding, Software Documentation, Personnel Management, Organizational...
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA, Psychology
The Hibbert Group January 2007 - Present
Sun Microsystems, Inc January 1992 - January 1994
Response Analysis Corporation January 1988 - January 1992
Merrill Lynch January 1986 - January 1988
Skills
Proficient in Microsoft..., Employee Relations, Training, Coaching, Microsoft Word, Human Resources, Insurance, Troubleshooting, Internet Explorer, Directing, Vendor Management, Account Management, Applicant Tracking..., Project Management, Talent Acquisition, Direct Mail, Management, Process Improvement, Marketing, Employee Engagement, Direct Marketing, Analytics, HRIS, Crystal Reports, Outlook, Microsoft Excel, Employee Handbooks, Team Building, Talent Management, New Hire Orientations, Interviews, Internet Recruiting, Leadership Development, Customer Service, Employee Benefits, CRM, Change Management, Onboarding, Software Documentation, Personnel Management, Organizational...
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA, Psychology
Beth Hartman Beth Hartman's Merrill Lynch Experience 1997 - 2001
Job Senior Instructional Designer and Performance Consultant
Industry E-Learning
Experience
Freelance Senior Instructional Designer and Performance ConsultantFive Star Development2009 - 2014
RWD Technologies 2001 - 2009
Merrill Lynch 1997 - 2001
Skills
Instructional Design, E-Learning, Blended Learning, Instructor-led Training, Performance Improvement, Training, Leadership, Leadership Development, Captivate, Needs Analysis, ADDIE, Technical Writing, CRM, Learning Management, Management Consulting
Education
Tufts University
Bachelor of Arts Degree
Rutgers, The State University of New Jersey-New Brunswick
Freelance Senior Instructional Designer and Performance ConsultantFive Star Development2009 - 2014
RWD Technologies 2001 - 2009
Merrill Lynch 1997 - 2001
Skills
Instructional Design, E-Learning, Blended Learning, Instructor-led Training, Performance Improvement, Training, Leadership, Leadership Development, Captivate, Needs Analysis, ADDIE, Technical Writing, CRM, Learning Management, Management Consulting
Education
Tufts University
Bachelor of Arts Degree
Rutgers, The State University of New Jersey-New Brunswick
Tamara Haskins, CPA, MS's Merrill Lynch Experience January 1999 - February 2008
Job Helping retirees continue their lifestyle into retirement in the Metro DC area for 25 years.
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
EagleStone Wealth Advisors, Inc November 2013 - October 2014
Dixon Hughes Goodman LLP December 2012 - November 2013
Haskins Wealth Management Group, Inc. February 2008 - December 2012
The Ayco Company, L.P. a division of Goldman Sachs January 2011 - October 2012
Merrill Lynch January 1999 - February 2008
EisnerAmper LLP October 1993 - December 1998
Ernst & Young August 1989 - September 1993
Skills
Estate Planning, Retirement Planning, Retirement, Tax, High Net Worth..., Investments, Small Business, Leadership, Succession Planning, Personal Finance, Management, Financial Services, CPA, 401k Rollovers, Annuity Sales, Relationship Building, IRA Rollovers, Public Speaking, Multi-generational..., Gifting Strategies, Term Life Insurance, Seminar Marketing, Permanent Life Insurance, Asset Protection, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Education Funding..., Charitable Giving, Legacy Planning, Finance, Accounting, Securities
Education
Professional Designations 1988 — 2015
CPA, Certified Public Accountant - NJ
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Accounting, Accounting
City University of New York-Baruch College
Masters Science Taxation, Taxation
New York Life Insurance Company December 2014 - Present
NYLIFE Securities LLC December 2014 - Present
EagleStone Wealth Advisors, Inc November 2013 - October 2014
Dixon Hughes Goodman LLP December 2012 - November 2013
Haskins Wealth Management Group, Inc. February 2008 - December 2012
The Ayco Company, L.P. a division of Goldman Sachs January 2011 - October 2012
Merrill Lynch January 1999 - February 2008
EisnerAmper LLP October 1993 - December 1998
Ernst & Young August 1989 - September 1993
Skills
Estate Planning, Retirement Planning, Retirement, Tax, High Net Worth..., Investments, Small Business, Leadership, Succession Planning, Personal Finance, Management, Financial Services, CPA, 401k Rollovers, Annuity Sales, Relationship Building, IRA Rollovers, Public Speaking, Multi-generational..., Gifting Strategies, Term Life Insurance, Seminar Marketing, Permanent Life Insurance, Asset Protection, Licensed Life Insurance..., Life Insurance, Lifetime Income..., Education Funding..., Charitable Giving, Legacy Planning, Finance, Accounting, Securities
Education
Professional Designations 1988 — 2015
CPA, Certified Public Accountant - NJ
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Accounting, Accounting
City University of New York-Baruch College
Masters Science Taxation, Taxation
Shqipron Cami Shqipron Cami's Merrill Lynch Experience June 2013 - September 2013
Job Entity RM at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets July 2015 - Present
HSBC September 2013 - Present
Merrill Lynch June 2013 - September 2013
AXA September 2012 - February 2013
Skills
Social Networking, Series 7, series66, Series 65, Series 63, Bloomberg Terminal, Microsoft Excel, Vlookup, Pivot Tables, Quantitative Research, Life Insurance, Health Insurance, Accident Insurance, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Matlab, Maple, HTML, Cpr Certified, First Aid, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Undergraduate, Economics and Mathematics, Mathematics
HSBC Global Banking and Markets July 2015 - Present
HSBC September 2013 - Present
Merrill Lynch June 2013 - September 2013
AXA September 2012 - February 2013
Skills
Social Networking, Series 7, series66, Series 65, Series 63, Bloomberg Terminal, Microsoft Excel, Vlookup, Pivot Tables, Quantitative Research, Life Insurance, Health Insurance, Accident Insurance, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Matlab, Maple, HTML, Cpr Certified, First Aid, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Undergraduate, Economics and Mathematics, Mathematics
Daniel Roberts, CEP's Merrill Lynch Experience February 2000 - August 2006
Job Senior Account Executive at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2012
Morgan Stanley Smith Barney September 2006 - January 2010
Merrill Lynch February 2000 - August 2006
Skills
Series 7, Equities, Mutual Funds, Series 63, Alternative Investments, Investments, Chartered Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
E*TRADE Financial July 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2012
Morgan Stanley Smith Barney September 2006 - January 2010
Merrill Lynch February 2000 - August 2006
Skills
Series 7, Equities, Mutual Funds, Series 63, Alternative Investments, Investments, Chartered Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Christine Parma Christine Parma's Merrill Lynch Experience November 2004 - August 2006
Job Program Designer, Product Development Consultant, Logistics Strategist
Industry Program Development
Experience
Consultant for Entrepreneurs & Businesses in Personal Transformation, Life Enrichment, E-Learning September 2009 - Present
Junior League of Portland June 2006 - June 2015
T. Harv Eker August 2007 - August 2009
T. Harv Eker May 2007 - August 2009
Merrill Lynch November 2004 - August 2006
Chiapas International May 2005 - July 2006
Skills
Fundraising, Program Management, Project Planning, Project Management, Event Planning, Strategic Planning, Management, Program Development, Philanthropy, Marketing, Event Management, Cross-functional Team..., Marketing Communications, Entrepreneurship, Internal Communications, Community Development, Nonprofits, Partner Management, Brand Awareness, Program Launch, Life Coaching, Motivational Speaking, Partnership Management, Project Implementation, Program Launches, Community Relations, Achieving Results, Timeline Management, Meeting Deadlines, Team Motivator, Donor Acquisition, Donor Management, Internal & External..., Sports, Fitness, Leadership, Leadership Development, Strategy, Team Building
Education
The University of Texas at Austin
B.A. Humanities, Cum Laude, Plan I Humanities Program with Honors, Environmental Policy
Rutgers, The State University of New Jersey-New Brunswick
Universität Salzburg / University of Salzburg
Germanic Studies
Consultant for Entrepreneurs & Businesses in Personal Transformation, Life Enrichment, E-Learning September 2009 - Present
Junior League of Portland June 2006 - June 2015
T. Harv Eker August 2007 - August 2009
T. Harv Eker May 2007 - August 2009
Merrill Lynch November 2004 - August 2006
Chiapas International May 2005 - July 2006
Skills
Fundraising, Program Management, Project Planning, Project Management, Event Planning, Strategic Planning, Management, Program Development, Philanthropy, Marketing, Event Management, Cross-functional Team..., Marketing Communications, Entrepreneurship, Internal Communications, Community Development, Nonprofits, Partner Management, Brand Awareness, Program Launch, Life Coaching, Motivational Speaking, Partnership Management, Project Implementation, Program Launches, Community Relations, Achieving Results, Timeline Management, Meeting Deadlines, Team Motivator, Donor Acquisition, Donor Management, Internal & External..., Sports, Fitness, Leadership, Leadership Development, Strategy, Team Building
Education
The University of Texas at Austin
B.A. Humanities, Cum Laude, Plan I Humanities Program with Honors, Environmental Policy
Rutgers, The State University of New Jersey-New Brunswick
Universität Salzburg / University of Salzburg
Germanic Studies
Mathew Santos Mathew Santos's Merrill Lynch Experience January 2015 - Present
Job Part Time Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
PROMEDIA Technology Services May 2014 - October 2014
Skills
Economic Modeling, Econometric Modeling, Econometrics, Financial Services, Network Administration, Microsoft Office, Tableau, SAS Programming, Stata, Java, Python, JavaScript, HTML, Mac & PC platforms, Social Media
Education
Rutgers University-New Brunswick 2010 — 2015
Bachelor’s Degree, Economics, Information Technology & Informatics
South Plainfield High School 2006 — 2010
High School
Merrill Lynch January 2015 - Present
PROMEDIA Technology Services May 2014 - October 2014
Skills
Economic Modeling, Econometric Modeling, Econometrics, Financial Services, Network Administration, Microsoft Office, Tableau, SAS Programming, Stata, Java, Python, JavaScript, HTML, Mac & PC platforms, Social Media
Education
Rutgers University-New Brunswick 2010 — 2015
Bachelor’s Degree, Economics, Information Technology & Informatics
South Plainfield High School 2006 — 2010
High School
Tim Gish Tim Gish's Merrill Lynch Experience September 2009 - November 2010
Job Senior Project Manager at AIG
Industry Insurance
Experience
AIG May 2013 - Present
Dow Jones November 2010 - May 2013
Merrill Lynch September 2009 - November 2010
Merrill Lynch February 2006 - September 2009
Skills
Exceptionally well..., Data Analysis, Strategic Planning, Supervision, Highly articulate, Strategy Execution
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
AIG May 2013 - Present
Dow Jones November 2010 - May 2013
Merrill Lynch September 2009 - November 2010
Merrill Lynch February 2006 - September 2009
Skills
Exceptionally well..., Data Analysis, Strategic Planning, Supervision, Highly articulate, Strategy Execution
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Phil Duffy Phil Duffy's Merrill Lynch Experience May 2014 - August 2014
Job Professional Lab Services, Finance Intern at Quest Diagnostics
Industry
Experience
Quest Diagnostics June 2015 - Present
Fresh Prints November 2013 - Present
Merrill Lynch May 2014 - August 2014
Lacrosse Unlimited July 2009 - August 2013
Skills
Sales, Microsoft Word, Event Planning, Facebook, Social Networking, PowerPoint, Time Management, Merchandising, Inventory Management, Social Media, Retail, Teamwork, Microsoft Excel, Customer Service, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Finance
Quest Diagnostics June 2015 - Present
Fresh Prints November 2013 - Present
Merrill Lynch May 2014 - August 2014
Lacrosse Unlimited July 2009 - August 2013
Skills
Sales, Microsoft Word, Event Planning, Facebook, Social Networking, PowerPoint, Time Management, Merchandising, Inventory Management, Social Media, Retail, Teamwork, Microsoft Excel, Customer Service, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2016
Finance
Esha Patel's Merrill Lynch Experience November 2010 - January 2011
Job Account Executive at Anne Klein
Industry Marketing and Advertising
Experience
The Kasper Group February 2015 - Present
The Kasper Group June 2014 - February 2015
The Jones Group Inc. October 2012 - June 2014
Bibi PR January 2012 - October 2012
Bibi PR September 2010 - January 2012
The Walt Disney Company with Allied-THA October 2011 - December 2011
Forever 21 June 2011 - November 2011
Integrated Marketing Services June 2011 - August 2011
Merrill Lynch November 2010 - January 2011
Skills
Public Relations, Event Management, Promotions, Microsoft Office, Marketing Communications, Phone Skills, Media Relations, Publicity, Customer Service, Microsoft Excel, Event Planning, Communication, Red Carpet, Building Relationships, Time Management, Administrative..., Detailed Organization, Press Releases, Press Kits, Sales, Sample Trafficking, Marketing, Social Media, Social Media Marketing, Social Networking, Telephone Skills
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (B.S.), Marketing
Old Bridge High School 2004 — 2008
The Kasper Group February 2015 - Present
The Kasper Group June 2014 - February 2015
The Jones Group Inc. October 2012 - June 2014
Bibi PR January 2012 - October 2012
Bibi PR September 2010 - January 2012
The Walt Disney Company with Allied-THA October 2011 - December 2011
Forever 21 June 2011 - November 2011
Integrated Marketing Services June 2011 - August 2011
Merrill Lynch November 2010 - January 2011
Skills
Public Relations, Event Management, Promotions, Microsoft Office, Marketing Communications, Phone Skills, Media Relations, Publicity, Customer Service, Microsoft Excel, Event Planning, Communication, Red Carpet, Building Relationships, Time Management, Administrative..., Detailed Organization, Press Releases, Press Kits, Sales, Sample Trafficking, Marketing, Social Media, Social Media Marketing, Social Networking, Telephone Skills
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (B.S.), Marketing
Old Bridge High School 2004 — 2008
Rehana Hasan, PHR, SHRM-CP Rehana Hasan, PHR, SHRM-CP's Merrill Lynch Experience January 2007 - December 2008
Job AVP, HR Compliance and Diversity
Industry Financial Services
Experience
Financial Sector October 2009 - Present
Bank of America Merrill Lynch January 2008 - September 2009
Merrill Lynch January 2007 - December 2008
Skills
Affirmative Action..., HR Policies, Risk Management, Project Management, Leadership, Analysis, Human Resources, Policy, Diversity & Inclusion, Microsoft Excel, PowerPoint
Education
Rutgers University-New Brunswick
Bachelor's degree
Financial Sector October 2009 - Present
Bank of America Merrill Lynch January 2008 - September 2009
Merrill Lynch January 2007 - December 2008
Skills
Affirmative Action..., HR Policies, Risk Management, Project Management, Leadership, Analysis, Human Resources, Policy, Diversity & Inclusion, Microsoft Excel, PowerPoint
Education
Rutgers University-New Brunswick
Bachelor's degree
Joanna Kong's Merrill Lynch Experience July 2011 - April 2012
Job Marketing at American Express
Industry Financial Services
Experience
American Express April 2013 - Present
American Express April 2012 - April 2013
Merrill Lynch July 2011 - April 2012
Rutgers University April 2008 - May 2011
Bank of America/Merrill Lynch June 2010 - August 2010
Johnson & Johnson December 2008 - January 2010
Social Security Administration June 2008 - September 2008
Skills
Digital Marketing, Strategic Planning, Customer Acquisition, Analytics, Forecasting, Equities, Operations Management, Business Development, Finance, Marketing, Market Research, Strategy, Competitive Analysis, Mergers
Education
Rutgers University-New Brunswick
BS, History, Finance
American Express April 2013 - Present
American Express April 2012 - April 2013
Merrill Lynch July 2011 - April 2012
Rutgers University April 2008 - May 2011
Bank of America/Merrill Lynch June 2010 - August 2010
Johnson & Johnson December 2008 - January 2010
Social Security Administration June 2008 - September 2008
Skills
Digital Marketing, Strategic Planning, Customer Acquisition, Analytics, Forecasting, Equities, Operations Management, Business Development, Finance, Marketing, Market Research, Strategy, Competitive Analysis, Mergers
Education
Rutgers University-New Brunswick
BS, History, Finance
Christopher Grogan Christopher Grogan's Merrill Lynch Experience 1997 - 1999
Job Vice President, Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Computershare 1999 - Present
Merrill Lynch 1997 - 1999
Skills
Manage Client..., Operations Management, Call Centers, CRM, Financial Services, Relationship Management, Service Delivery, Team Management, Process Improvement, Executive Management, Business Process..., Stakeholder Management, Contract Negotiation, Investor Relations, Banking, Business Analysis, Management, Risk Management, Vendor Management
Education
Rutgers University 1994 — 1997
Bachelor of Arts (B.A.), Anthropology
Morgan Stanley October 2014 - Present
Computershare 1999 - Present
Merrill Lynch 1997 - 1999
Skills
Manage Client..., Operations Management, Call Centers, CRM, Financial Services, Relationship Management, Service Delivery, Team Management, Process Improvement, Executive Management, Business Process..., Stakeholder Management, Contract Negotiation, Investor Relations, Banking, Business Analysis, Management, Risk Management, Vendor Management
Education
Rutgers University 1994 — 1997
Bachelor of Arts (B.A.), Anthropology
Heather Paragano Heather Paragano's Merrill Lynch Experience January 2001 - May 2003
Job Contract Specialist at Department of Veterans Affairs
Industry Government Administration
Experience
Department of Veterans Affairs May 2009 - Present
United States Department of Defense September 2005 - May 2009
Merrill Lynch January 2001 - May 2003
Skills
Government Procurement, Negotiation, Government Contracting, Team Building, Contract Negotiation, Contract Management, DoD, Security Clearance, Strategic Planning, Program Management, Leadership, Management, Policy, Government, Military
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Master of Public Administration (MPA), Public Administration
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BS, Marketing
Department of Veterans Affairs May 2009 - Present
United States Department of Defense September 2005 - May 2009
Merrill Lynch January 2001 - May 2003
Skills
Government Procurement, Negotiation, Government Contracting, Team Building, Contract Negotiation, Contract Management, DoD, Security Clearance, Strategic Planning, Program Management, Leadership, Management, Policy, Government, Military
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Master of Public Administration (MPA), Public Administration
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BS, Marketing
David R Kelly David R Kelly's Merrill Lynch Experience 1989 - 2004
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2004 - Present
Merrill Lynch 1989 - 2004
Merrill Lynch Private Client Group 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Bloomberg, Portfolio Management, MBS, Corporates, Access, Microsoft Excel, Municipal Bonds, Visual Basic, Series 7, Fixed Income, Alternative Investments, Wealth Management, Mutual Funds, ETFs, Asset Allocation, Bonds, Series 24, Series 65, Series 63
Education
Rutgers University-New Brunswick 1984 — 1988
BA, History and Economics
UBS Wealth Management 2004 - Present
Merrill Lynch 1989 - 2004
Merrill Lynch Private Client Group 1991 - 1998
Merrill Lynch 1989 - 1991
Skills
Bloomberg, Portfolio Management, MBS, Corporates, Access, Microsoft Excel, Municipal Bonds, Visual Basic, Series 7, Fixed Income, Alternative Investments, Wealth Management, Mutual Funds, ETFs, Asset Allocation, Bonds, Series 24, Series 65, Series 63
Education
Rutgers University-New Brunswick 1984 — 1988
BA, History and Economics
Stephen Neuhof Stephen Neuhof's Merrill Lynch Experience January 2010 - December 2010
Job Client Onboarding Segment Manager at Merrill Edge, VP
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Merrill Edge March 2012 - March 2014
Merrill Edge January 2011 - March 2013
Merrill Lynch January 2010 - December 2010
Merrill Lynch January 2005 - March 2010
Skills
Six Sigma, Financial Services, Risk Management, Management, Financial Analysis, Leadership, Finance, Project Management, Customer Service, Process Improvement, Microsoft Office, Relationship Management, Recruiting, Negotiation, Strategic Planning, Team Building, Team Leadership, Coaching, Data Analysis, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts, Financial Economics
Merrill Edge March 2014 - Present
Merrill Edge March 2012 - March 2014
Merrill Edge January 2011 - March 2013
Merrill Lynch January 2010 - December 2010
Merrill Lynch January 2005 - March 2010
Skills
Six Sigma, Financial Services, Risk Management, Management, Financial Analysis, Leadership, Finance, Project Management, Customer Service, Process Improvement, Microsoft Office, Relationship Management, Recruiting, Negotiation, Strategic Planning, Team Building, Team Leadership, Coaching, Data Analysis, Leadership Development
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts, Financial Economics
Glenn Blachman, CFP®, CIMA®, AIF® Glenn Blachman, CFP®, CIMA®, AIF®'s Merrill Lynch Experience May 1994 - January 2010
Job Principal at Gateway Advisory, LLC
Industry Financial Services
Experience
Gateway Advisory, LLC January 2010 - Present
Merrill Lynch May 1994 - January 2010
Education
The College for Financial Planning 2001 — 2003
Master of Science
Rutgers, The State University of New Jersey-New Brunswick
Gateway Advisory, LLC January 2010 - Present
Merrill Lynch May 1994 - January 2010
Education
The College for Financial Planning 2001 — 2003
Master of Science
Rutgers, The State University of New Jersey-New Brunswick
Kevin Walczak, CSM, CSPO's Merrill Lynch Experience November 2003 - December 2008
Job Vice President, Investment Products and Services IT, Wealth Management Technology at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management November 2010 - December 2012
Morgan Stanley December 2008 - October 2010
Merrill Lynch November 2003 - December 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Software Project..., Agile Project Management, Agile Methodologies, Full SDLC, Scrum, Certified Scrum Product..., Web Development, Visual C#, Visual C++, Objective-C, iPhone Application..., Microsoft SQL Server, SQL, Oracle SQL, Requirements Analysis, Object Oriented Design, Functional Programming, Python, Xcode, Visual Studio, Computational Genomics, Private Pilot, Program Management, PMO, JavaScript, Drupal, R, Product Management, CMS, Certified ScrumMaster, CRM
Education
University of Wisconsin-Madison 1993 — 1995
MA
Rutgers University-New Brunswick 1988 — 1991
BA
Morgan Stanley January 2013 - Present
Morgan Stanley Wealth Management November 2010 - December 2012
Morgan Stanley December 2008 - October 2010
Merrill Lynch November 2003 - December 2008
Merrill Lynch 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
Software Project..., Agile Project Management, Agile Methodologies, Full SDLC, Scrum, Certified Scrum Product..., Web Development, Visual C#, Visual C++, Objective-C, iPhone Application..., Microsoft SQL Server, SQL, Oracle SQL, Requirements Analysis, Object Oriented Design, Functional Programming, Python, Xcode, Visual Studio, Computational Genomics, Private Pilot, Program Management, PMO, JavaScript, Drupal, R, Product Management, CMS, Certified ScrumMaster, CRM
Education
University of Wisconsin-Madison 1993 — 1995
MA
Rutgers University-New Brunswick 1988 — 1991
BA
Adam Rothberg's Merrill Lynch Experience February 1996 - September 1998
Job Software Engineering Consultant
Industry Information Technology and Services
Experience
AR Technologies, Inc. 2000 - Present
CCH, a Wolters Kluwer Business 2006 - Present
Deloitte & Touche 2003 - 2005
i3 Research 2000 - 2003
Curecom Inc. 2000 - 2001
barnesandnoble.com September 1998 - December 1999
Merrill Lynch February 1996 - September 1998
GE Capital June 1993 - February 1996
Skills
.NET, WCF, Visio, SDLC, C++, OOP, Business Analysis, WPF, TFS, ADO.NET, Oracle, Visual Studio, Web Services, VB.NET, HTML, SOA, Visual Basic, Software Development, XML, Agile Methodologies, C#, DHTML, LINQ, T-SQL, ASP.NET, ASP, IIS, JavaScript, WinForms, PL/SQL, Microsoft SQL Server, ASP.NET MVC, SQL, Test Driven Development, Data Modeling, Database Design, Software Documentation, Design Patterns, Software Project..., Object Oriented Design, Databases, Software Design
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Computer Science
AR Technologies, Inc. 2000 - Present
CCH, a Wolters Kluwer Business 2006 - Present
Deloitte & Touche 2003 - 2005
i3 Research 2000 - 2003
Curecom Inc. 2000 - 2001
barnesandnoble.com September 1998 - December 1999
Merrill Lynch February 1996 - September 1998
GE Capital June 1993 - February 1996
Skills
.NET, WCF, Visio, SDLC, C++, OOP, Business Analysis, WPF, TFS, ADO.NET, Oracle, Visual Studio, Web Services, VB.NET, HTML, SOA, Visual Basic, Software Development, XML, Agile Methodologies, C#, DHTML, LINQ, T-SQL, ASP.NET, ASP, IIS, JavaScript, WinForms, PL/SQL, Microsoft SQL Server, ASP.NET MVC, SQL, Test Driven Development, Data Modeling, Database Design, Software Documentation, Design Patterns, Software Project..., Object Oriented Design, Databases, Software Design
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Bryan Joslin's Merrill Lynch Experience November 2000 - March 2002
Job Fed Readiness Program Manager at AIG
Industry Financial Services
Experience
AIG July 2012 - Present
Morgan Stanley March 2007 - July 2012
Citi December 2005 - March 2007
TD Ameritrade August 2002 - December 2005
Merrill Lynch November 2000 - March 2002
Prudential December 1995 - November 2000
Skills
PMO, SDLC, Fixed Income, Business Analysis, Vendor Management
Education
Stevens Institute of Technology 2004 — 2006
MBA
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Rutgers University-New Brunswick
BS, Finance
AIG July 2012 - Present
Morgan Stanley March 2007 - July 2012
Citi December 2005 - March 2007
TD Ameritrade August 2002 - December 2005
Merrill Lynch November 2000 - March 2002
Prudential December 1995 - November 2000
Skills
PMO, SDLC, Fixed Income, Business Analysis, Vendor Management
Education
Stevens Institute of Technology 2004 — 2006
MBA
Stevens Institute of Technology 1999 — 2001
MS, Information Systems
Rutgers University-New Brunswick
BS, Finance
Agnes Dawidowicz's Merrill Lynch Experience
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch
Skills
Bloomberg, Equities, Capital Markets, Hedge Funds, Fixed Income, Securities
Education
Rutgers University-New Brunswick
Merrill Lynch
Skills
Bloomberg, Equities, Capital Markets, Hedge Funds, Fixed Income, Securities
Education
Rutgers University-New Brunswick
Fajardo, Almira's Merrill Lynch Experience June 2005 - June 2006
Job Rates Sales at HSBC Securities Inc
Industry Financial Services
Experience
HSBC Securities Inc September 2014 - Present
HSBC Securities June 2010 - March 2013
HSBC Securities Inc March 2008 - June 2010
HSBC Securities Inc. June 2007 - March 2008
HSBC Securities Inc. June 2006 - June 2007
Merrill Lynch June 2005 - June 2006
Merrill Lynch October 2004 - June 2005
Nasdaq/OTC January 2001 - October 2004
Skills
Bonds, Bloomberg Terminal, Credit, Capital Markets, Derivatives, FX Options, Financial Markets, Equities, Fixed Income, Middle Office, Management, Trading, Valuation, Settlement, Financial Risk, Account Reconciliation, Accounting, Emerging Markets, Bloomberg, Swaps, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Science (BS), Psychology
Rutgers University
B.A, Psychology
Skills
Bachelor of Arts
HSBC Securities Inc September 2014 - Present
HSBC Securities June 2010 - March 2013
HSBC Securities Inc March 2008 - June 2010
HSBC Securities Inc. June 2007 - March 2008
HSBC Securities Inc. June 2006 - June 2007
Merrill Lynch June 2005 - June 2006
Merrill Lynch October 2004 - June 2005
Nasdaq/OTC January 2001 - October 2004
Skills
Bonds, Bloomberg Terminal, Credit, Capital Markets, Derivatives, FX Options, Financial Markets, Equities, Fixed Income, Middle Office, Management, Trading, Valuation, Settlement, Financial Risk, Account Reconciliation, Accounting, Emerging Markets, Bloomberg, Swaps, Securities
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 2000
Bachelor of Science (BS), Psychology
Rutgers University
B.A, Psychology
Skills
Bachelor of Arts
Elliot Wiesen's Merrill Lynch Experience September 2004 - July 2010
Job Assistant Branch Manager
Industry Financial Services
Experience
Fidelity Investments July 2010 - Present
Merrill Lynch September 2004 - July 2010
Merrill Lynch June 2004 - September 2007
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Series 65, Retirement Planning, Equities, Asset Allocation, Mutual Funds, Securities
Education
Rutgers University-New Brunswick 2006 — 2009
MBA, Finance, Global Business & Management
Yeshiva University 2000 — 2004
BS, Finance, General
Fidelity Investments July 2010 - Present
Merrill Lynch September 2004 - July 2010
Merrill Lynch June 2004 - September 2007
Skills
Series 7, Series 63, Wealth Management, Fixed Income, Series 65, Retirement Planning, Equities, Asset Allocation, Mutual Funds, Securities
Education
Rutgers University-New Brunswick 2006 — 2009
MBA, Finance, Global Business & Management
Yeshiva University 2000 — 2004
BS, Finance, General
Jonathan Mamay's Merrill Lynch Experience July 2008 - February 2011
Job Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2011 - Present
Merrill Lynch July 2008 - February 2011
Rutgers University - Campus Information Services April 2006 - May 2008
Rutgers University - Campus Information Services September 2004 - April 2006
Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Investment Banking
Education
Rutgers University-New Brunswick 2004 — 2008
Prudential Financial February 2011 - Present
Merrill Lynch July 2008 - February 2011
Rutgers University - Campus Information Services April 2006 - May 2008
Rutgers University - Campus Information Services September 2004 - April 2006
Skills
Fixed Income, Equities, Capital Markets, Bloomberg, Investment Banking
Education
Rutgers University-New Brunswick 2004 — 2008
John Holodak's Merrill Lynch Experience October 2012 - Present
Job Regional Retirement Consultant (West) Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2012 - Present
Merrill Lynch/Retirement Group January 2010 - October 2012
Merrill Lynch February 2007 - January 2010
Merrill Lynch November 2005 - February 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts, Economics & Communication
Merrill Lynch October 2012 - Present
Merrill Lynch/Retirement Group January 2010 - October 2012
Merrill Lynch February 2007 - January 2010
Merrill Lynch November 2005 - February 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Arts, Economics & Communication
Brian Tague, CRPC's Merrill Lynch Experience September 2009 - Present
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2009 - Present
Allianz Global Investors September 2007 - January 2009
Morgan Stanley Investment Management March 2006 - August 2007
merrill lynch 2003 - 2006
worldco llp March 2000 - March 2002
Skills
Series 7, Series 63, Mutual Funds, 401k, Securities, Retirement, FINRA, series 66, crpc, Investments, Retirement Planning, Financial Services, Asset Allocation, Wealth Management, Finance
Education
Rutgers University-New Brunswick 2015 — 2017
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 1995 — 1999
BS, Finance
Merrill Lynch September 2009 - Present
Allianz Global Investors September 2007 - January 2009
Morgan Stanley Investment Management March 2006 - August 2007
merrill lynch 2003 - 2006
worldco llp March 2000 - March 2002
Skills
Series 7, Series 63, Mutual Funds, 401k, Securities, Retirement, FINRA, series 66, crpc, Investments, Retirement Planning, Financial Services, Asset Allocation, Wealth Management, Finance
Education
Rutgers University-New Brunswick 2015 — 2017
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business 1995 — 1999
BS, Finance
Randy Indoe's Merrill Lynch Experience 1995 - 2001
Job Vice President Computershare Inc.
Industry Financial Services
Experience
Computershare January 2012 - Present
BNY Mellon 2007 - January 2012
Mellon Investor Services 2001 - 2007
Mellon Financial 2001 - 2007
Merrill Lynch 1995 - 2001
Education
Rutgers University-New Brunswick 1990 — 1994
Rutgers University-New Brunswick 1990 — 1994
Computershare January 2012 - Present
BNY Mellon 2007 - January 2012
Mellon Investor Services 2001 - 2007
Mellon Financial 2001 - 2007
Merrill Lynch 1995 - 2001
Education
Rutgers University-New Brunswick 1990 — 1994
Rutgers University-New Brunswick 1990 — 1994
Danesha Chisholm, CFE, CRMA's Merrill Lynch Experience August 2005 - May 2006
Job Senior Internal Auditor at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2010 - Present
Ernst & Young January 2008 - October 2010
Merrill Lynch August 2005 - May 2006
Skills
US GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Corporate Tax, Financial Analysis, Tax Accounting, Tax Research, Tax, Income Tax, IT Audit, Accounts Receivable, International Tax, Certified Fraud Examiner
Education
Rutgers University-New Brunswick 2004 — 2008
Master of Accountancy, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Ernst & Young October 2010 - Present
Ernst & Young January 2008 - October 2010
Merrill Lynch August 2005 - May 2006
Skills
US GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Corporate Tax, Financial Analysis, Tax Accounting, Tax Research, Tax, Income Tax, IT Audit, Accounts Receivable, International Tax, Certified Fraud Examiner
Education
Rutgers University-New Brunswick 2004 — 2008
Master of Accountancy, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Lesley Maffetone's Merrill Lynch Experience August 2005 - September 2008
Job Audit Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Bank of America July 2011 - Present
Bank of America November 2009 - June 2011
Standard & Poor's October 2008 - November 2009
Merrill Lynch August 2005 - September 2008
Merrill Lynch - Global Private Client Technology 2004 - 2005
Skills
Project Management, Financial Services, Management
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Management
Villanova University 2000 — 2004
BS in Business Administration, Finance, Management Information Systems
Bank of America April 2014 - Present
Bank of America July 2011 - Present
Bank of America November 2009 - June 2011
Standard & Poor's October 2008 - November 2009
Merrill Lynch August 2005 - September 2008
Merrill Lynch - Global Private Client Technology 2004 - 2005
Skills
Project Management, Financial Services, Management
Education
Rutgers University-New Brunswick 2005 — 2008
MBA, Management
Villanova University 2000 — 2004
BS in Business Administration, Finance, Management Information Systems
Richard Princiotta's Merrill Lynch Experience January 1996 - March 2000
Job Information Architect
Industry Financial Services
Experience
New York Life June 2005 - Present
A.M. Best Company March 2001 - June 2005
TIAA-CREF March 2000 - March 2001
Merrill Lynch January 1996 - March 2000
Education
Rutgers University-New Brunswick 1987 — 1991
New York Life June 2005 - Present
A.M. Best Company March 2001 - June 2005
TIAA-CREF March 2000 - March 2001
Merrill Lynch January 1996 - March 2000
Education
Rutgers University-New Brunswick 1987 — 1991
Ankush Shah, PMP, PSM's Merrill Lynch Experience March 2011 - November 2011
Job Senior Project Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2011 - Present
Merrill Lynch March 2011 - November 2011
ForwardThink Group September 2010 - March 2011
Paragon Solutions August 2005 - September 2010
Chubb Insurance August 2003 - July 2005
Skills
SDLC, Business Analysis, Financial Services, PMP, Requirements Gathering, Requirements Analysis, Program Management, Project Management, Visio, Project Portfolio..., Risk Management, Software Project..., Business Requirements, Process Improvement, Resource Management, Leadership, Management, Scrum, Agile Project Management, Agile Methodologies, IT Strategy
Education
Scrum.org 2013 — 2013
Professional Scrum Master Certified
Project Management Institute 2010 — 2010
Project Management Certification
Villanova University 2008 — 2008
Masters Certificate, Masters Certificate in IS/IT Project Management
Rutgers University-New Brunswick 2000 — 2004
BS, Electrical & Computer Engineering/Minor in Computer Science
TIAA-CREF November 2011 - Present
Merrill Lynch March 2011 - November 2011
ForwardThink Group September 2010 - March 2011
Paragon Solutions August 2005 - September 2010
Chubb Insurance August 2003 - July 2005
Skills
SDLC, Business Analysis, Financial Services, PMP, Requirements Gathering, Requirements Analysis, Program Management, Project Management, Visio, Project Portfolio..., Risk Management, Software Project..., Business Requirements, Process Improvement, Resource Management, Leadership, Management, Scrum, Agile Project Management, Agile Methodologies, IT Strategy
Education
Scrum.org 2013 — 2013
Professional Scrum Master Certified
Project Management Institute 2010 — 2010
Project Management Certification
Villanova University 2008 — 2008
Masters Certificate, Masters Certificate in IS/IT Project Management
Rutgers University-New Brunswick 2000 — 2004
BS, Electrical & Computer Engineering/Minor in Computer Science
Nicholas Russo's Merrill Lynch Experience July 1998 - September 1999
Job Director Trading Operations Group
Industry Financial Services
Experience
Caxton Associates December 2014 - Present
Caxton Associates January 2002 - December 2014
JPMorgan Chase September 1999 - November 2001
Merrill Lynch July 1998 - September 1999
Skills
Bonds, Hedge Funds, FX, Derivatives, Bloomberg, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Bachelor of Science (BS), Economics
Caxton Associates December 2014 - Present
Caxton Associates January 2002 - December 2014
JPMorgan Chase September 1999 - November 2001
Merrill Lynch July 1998 - September 1999
Skills
Bonds, Hedge Funds, FX, Derivatives, Bloomberg, Equities
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
Bachelor of Science (BS), Economics
Glenn Harrison's Merrill Lynch Experience January 2004 - September 2007
Job Partner at Praesidian Capital
Industry Venture Capital & Private Equity
Experience
Praesidian Capital September 2007 - Present
Merrill Lynch January 2004 - September 2007
Fleet Bank January 2001 - January 2004
Bloomberg 1999 - 2001
Skills
Mezzanine, Middle Market, Portfolio Management, Mutual Funds, Investments, Private Equity, Financial Modeling, LBO, Capital Markets, Asset Based Lending, Valuation, Bonds, Corporate Finance, Financial Structuring, Leveraged Finance
Education
Rutgers University-New Brunswick 1994 — 1999
BA, Economics
Praesidian Capital September 2007 - Present
Merrill Lynch January 2004 - September 2007
Fleet Bank January 2001 - January 2004
Bloomberg 1999 - 2001
Skills
Mezzanine, Middle Market, Portfolio Management, Mutual Funds, Investments, Private Equity, Financial Modeling, LBO, Capital Markets, Asset Based Lending, Valuation, Bonds, Corporate Finance, Financial Structuring, Leveraged Finance
Education
Rutgers University-New Brunswick 1994 — 1999
BA, Economics
Mona Desai's Merrill Lynch Experience April 2001 - May 2010
Job Director of Financial Reporting at Phibro Animal Health
Industry Financial Services
Experience
Phibro Animal Health April 2011 - Present
RBC Capital Markets May 2010 - April 2011
Merrill Lynch April 2001 - May 2010
Education
Rutgers University-New Brunswick 1993 — 1997
Phibro Animal Health April 2011 - Present
RBC Capital Markets May 2010 - April 2011
Merrill Lynch April 2001 - May 2010
Education
Rutgers University-New Brunswick 1993 — 1997
Paul Plemenos's Merrill Lynch Experience June 2010 - July 2015
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Morris Retirement Advisors - A private wealth advisory practice of Ameriprise Financial Services, In July 2015 - Present
Merrill Lynch June 2010 - July 2015
Education
Rutgers University-New Brunswick 1988 — 1991
Morris Retirement Advisors - A private wealth advisory practice of Ameriprise Financial Services, In July 2015 - Present
Merrill Lynch June 2010 - July 2015
Education
Rutgers University-New Brunswick 1988 — 1991
Mark Schwarzman's Merrill Lynch Experience October 1997 - June 1999
Job Senior Manager Investor Relations/Treasury at Avaya
Industry Telecommunications
Experience
Avaya July 1999 - Present
Avaya 1999 - 2013
Merrill Lynch October 1997 - June 1999
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Investor Relations, Investor Relations..., Microsoft Office, Microsoft Excel, PowerPoint, Presentations
Education
Rutgers University Graduate School Of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Rutgers University 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Avaya July 1999 - Present
Avaya 1999 - 2013
Merrill Lynch October 1997 - June 1999
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Investor Relations, Investor Relations..., Microsoft Office, Microsoft Excel, PowerPoint, Presentations
Education
Rutgers University Graduate School Of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Rutgers University 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Meridith Richter Feldman's Merrill Lynch Experience June 1998 - January 2001
Job Owner/Graphic Designer/Art Director Skylographic Design
Industry Graphic Design
Experience
Skylographic Design July 2007 - Present
JK Design 2001 - 2007
Merrill Lynch June 1998 - January 2001
Dow Jones 1997 - 1998
Skills
Brochures, Logo Design, Print Ads, Newsletters, Trade Show Graphics, Graphic Design, Web Interface Design, Packaging
Education
Rutgers University 1992 — 1996
Bachelor of Arts (B.A.), Graphic Design
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Graphic Design
Skylographic Design July 2007 - Present
JK Design 2001 - 2007
Merrill Lynch June 1998 - January 2001
Dow Jones 1997 - 1998
Skills
Brochures, Logo Design, Print Ads, Newsletters, Trade Show Graphics, Graphic Design, Web Interface Design, Packaging
Education
Rutgers University 1992 — 1996
Bachelor of Arts (B.A.), Graphic Design
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Graphic Design
Bill Palmieri's Merrill Lynch Experience November 2005 - June 2008
Job Senior System Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2009 - Present
Merrill Lynch November 2005 - June 2008
Skills
XML, AJAX, Microsoft SQL Server, ASP.NET, CSS, Visual Studio, HTML, Enterprise Architecture, Flash, Microsoft Technologies, jQuery, PHP, JavaScript, C#, .NET, SQL, PL/SQL, Web Services, T-SQL, Oracle, WCF, IIS, Web Applications, Software Development, Java, OOP, SSRS, Spring, SDLC, Linux, SOAP, SOA, REST, Object Oriented Design, Database Design, LINQ, JSON, Software Engineering, Python, Web Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Biomathematics, Bioinformatics, and Computational Biology
Bank of America May 2009 - Present
Merrill Lynch November 2005 - June 2008
Skills
XML, AJAX, Microsoft SQL Server, ASP.NET, CSS, Visual Studio, HTML, Enterprise Architecture, Flash, Microsoft Technologies, jQuery, PHP, JavaScript, C#, .NET, SQL, PL/SQL, Web Services, T-SQL, Oracle, WCF, IIS, Web Applications, Software Development, Java, OOP, SSRS, Spring, SDLC, Linux, SOAP, SOA, REST, Object Oriented Design, Database Design, LINQ, JSON, Software Engineering, Python, Web Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Biomathematics, Bioinformatics, and Computational Biology
Melanie Madeira's Merrill Lynch Experience March 1995 - May 2006
Job Senior Trust Officer at Bank of America
Industry Financial Services
Experience
Bank of America December 2009 - Present
Bank of American/Merrill Lynch September 1986 - Present
Bank of America/ Merrill Lynch December 2006 - December 2009
Merrill Lynch March 1995 - May 2006
Merrill Lynch September 1986 - March 1995
Skills
Wealth Management, Governance, Vendor Management, Financial Services, Portfolio Management, Banking, Risk Management, Series 7, Fixed Income, Mutual Funds, Business Analysis, Series 63, Securities, Investments, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
BA, English
Bank of America December 2009 - Present
Bank of American/Merrill Lynch September 1986 - Present
Bank of America/ Merrill Lynch December 2006 - December 2009
Merrill Lynch March 1995 - May 2006
Merrill Lynch September 1986 - March 1995
Skills
Wealth Management, Governance, Vendor Management, Financial Services, Portfolio Management, Banking, Risk Management, Series 7, Fixed Income, Mutual Funds, Business Analysis, Series 63, Securities, Investments, Equities
Education
Rutgers University-New Brunswick 1974 — 1978
BA, English
Brian Warshaw's Merrill Lynch Experience February 2007 - December 2008
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Bank of America / Merrill Lynch 2009 - Present
Merrill Lynch February 2007 - December 2008
Merrill Lynch 1981 - 2008
Skills
Equities, Series 7, Wealth Management, Derivatives, Hedge Funds, Fixed Income, Bloomberg, Securities, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Risk Management, Capital Markets, Management, Series 63, Prime Brokerage, Investments, Alternative Investments, Investment Banking, Series 24, Trading Systems, Asset Allocation
Education
Rutgers University-New Brunswick 1978 — 1981
BA, Economics
Bank of America / Merrill Lynch 2009 - Present
Merrill Lynch February 2007 - December 2008
Merrill Lynch 1981 - 2008
Skills
Equities, Series 7, Wealth Management, Derivatives, Hedge Funds, Fixed Income, Bloomberg, Securities, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Risk Management, Capital Markets, Management, Series 63, Prime Brokerage, Investments, Alternative Investments, Investment Banking, Series 24, Trading Systems, Asset Allocation
Education
Rutgers University-New Brunswick 1978 — 1981
BA, Economics
James Ilardo's Merrill Lynch Experience Vice President - Configuration ManagementBank of AmericaNovember 1996 - Present
Job Vice President Configuration Management at Bank of America
Industry Financial Services
Experience
Merrill Lynch Vice President - Configuration ManagementBank of AmericaNovember 1996 - Present
Education
Rutgers University-New Brunswick 1984 — 1988
Bac, Communications
Merrill Lynch Vice President - Configuration ManagementBank of AmericaNovember 1996 - Present
Education
Rutgers University-New Brunswick 1984 — 1988
Bac, Communications
Ronald H Johnson's Merrill Lynch Experience August 2012 - December 2013
Job Consultant
Industry Capital Markets
Experience
Merrill Lynch August 2012 - December 2013
SSARIS Advisors, LLC through Protected Investors of America April 2011 - April 2013
Vanquish / Vantage Capital Group April 2008 - December 2010
Liability Solutions 2006 - 2008
DH Blair 1996 - 1999
Skills
Alternative Investments, Mergers & Acquisitions, Finance, Management, Portfolio Management, Capital, Banking, Investments, Structured Finance, Mergers, Equities, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Merrill Lynch August 2012 - December 2013
SSARIS Advisors, LLC through Protected Investors of America April 2011 - April 2013
Vanquish / Vantage Capital Group April 2008 - December 2010
Liability Solutions 2006 - 2008
DH Blair 1996 - 1999
Skills
Alternative Investments, Mergers & Acquisitions, Finance, Management, Portfolio Management, Capital, Banking, Investments, Structured Finance, Mergers, Equities, Hedge Funds
Education
Rutgers, The State University of New Jersey-New Brunswick
Debra Hernesh's Merrill Lynch Experience January 1995 - January 2003
Job Director, AML at Prudential Financial
Industry Financial Services
Experience
Prudential Financial February 2011 - Present
Prudential Financial June 2009 - February 2011
Citigroup October 2005 - June 2009
Calyon January 2004 - October 2005
Julius Baer April 2003 - January 2004
Merrill Lynch January 1995 - January 2003
Skills
Series 7, Wealth Management, Equities, FINRA, Risk Management, Hedge Funds, AML, Investments, Investment Banking, Securities, Asset Management, Financial Services, Financial Markets, Capital Markets, Alternative Investments, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Prudential Financial February 2011 - Present
Prudential Financial June 2009 - February 2011
Citigroup October 2005 - June 2009
Calyon January 2004 - October 2005
Julius Baer April 2003 - January 2004
Merrill Lynch January 1995 - January 2003
Skills
Series 7, Wealth Management, Equities, FINRA, Risk Management, Hedge Funds, AML, Investments, Investment Banking, Securities, Asset Management, Financial Services, Financial Markets, Capital Markets, Alternative Investments, Anti Money Laundering
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Dawn Mobley-Hoard's Merrill Lynch Experience June 2007 - February 2010
Job Corporate Sourcing and Vendor Relationship Manager at International Securities Exc
Industry Investment Banking
Experience
ISE 2010 - 2013
Merrill Lynch June 2007 - February 2010
Baran Telecom April 2007 - June 2007
NJC Group Global Sourcing January 2006 - March 2007
Pinnacle Telecom Group January 2004 - October 2005
Sprint Nextel November 1998 - April 2002
Skills
Vendor Management, Contract Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Seton Hall University School of Law
Juris Doctor
ISE 2010 - 2013
Merrill Lynch June 2007 - February 2010
Baran Telecom April 2007 - June 2007
NJC Group Global Sourcing January 2006 - March 2007
Pinnacle Telecom Group January 2004 - October 2005
Sprint Nextel November 1998 - April 2002
Skills
Vendor Management, Contract Negotiation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
Seton Hall University School of Law
Juris Doctor
Ravikumar Lavadi's Merrill Lynch Experience June 2005 - November 2007
Job Associate Information Officer at AIG
Industry Financial Services
Experience
AIG May 2012 - Present
AIG 2012 - Present
Pershing November 2007 - May 2012
Merrill Lynch June 2005 - November 2007
GE September 2004 - June 2005
Pfizer Inc January 1999 - September 2004
CB Richard Ellis (CBRE) January 1999 - November 1999
Skills
SDLC, Business Intelligence, Enterprise Architecture, Oracle, ETL, Databases, Integration, Unix, Business Analysis, Vendor Management, Enterprise Software, Program Management, Business Process, Informatica, Master Data Management
Education
PSG College of Tech
Masters Degree, Engineering
Rutgers University-New Brunswick
Master of Business Administration (MBA), Finance and Financial Management Services
Sri Venkateswara University
BTech, Mechanical Engineering
AIG May 2012 - Present
AIG 2012 - Present
Pershing November 2007 - May 2012
Merrill Lynch June 2005 - November 2007
GE September 2004 - June 2005
Pfizer Inc January 1999 - September 2004
CB Richard Ellis (CBRE) January 1999 - November 1999
Skills
SDLC, Business Intelligence, Enterprise Architecture, Oracle, ETL, Databases, Integration, Unix, Business Analysis, Vendor Management, Enterprise Software, Program Management, Business Process, Informatica, Master Data Management
Education
PSG College of Tech
Masters Degree, Engineering
Rutgers University-New Brunswick
Master of Business Administration (MBA), Finance and Financial Management Services
Sri Venkateswara University
BTech, Mechanical Engineering
Digant Trivedi's Merrill Lynch Experience June 2005 - Present
Job Developer, Prop Trading, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2005 - Present
Education
Rutgers University-New Brunswick 2001 — 2005
BS, Computer Engineering
Merrill Lynch June 2005 - Present
Education
Rutgers University-New Brunswick 2001 — 2005
BS, Computer Engineering
Russ Fitzgerald's Merrill Lynch Experience January 1997 - November 2002
Job Sales Hartford Insurance
Industry Insurance
Experience
Servpro of Greater Hunterdon County September 2003 - July 2012
Merrill Lynch January 1997 - November 2002
Merrill Lynch January 1991 - January 1997
Skills
Insurance, Microsoft Office, Customer Service, Software Development, Business Analysis, Analysis, Databases, Access
Education
Rutgers Graduate School of Management
M.B.A - 24 Credits
Rutgers University-New Brunswick
BA, Business Administration
Servpro of Greater Hunterdon County September 2003 - July 2012
Merrill Lynch January 1997 - November 2002
Merrill Lynch January 1991 - January 1997
Skills
Insurance, Microsoft Office, Customer Service, Software Development, Business Analysis, Analysis, Databases, Access
Education
Rutgers Graduate School of Management
M.B.A - 24 Credits
Rutgers University-New Brunswick
BA, Business Administration
Brian Watts's Merrill Lynch Experience 1994 - 2006
Job Director of Research and Strategy at First Investors Corporation
Industry Financial Services
Experience
First Investors Corporation May 2012 - Present
Citigroup Smith Barney January 2006 - June 2012
Merrill Lynch 1994 - 2006
Skills
Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Trading, Options, Equities, Pensions, Capital Markets, Hedge Funds, Series 63, Institutional..., Fixed Income, Investment Strategies, Investment Advisory, Investment Management, Equity Research, Mutual Funds, Securities, Asset Management
Education
Rutgers University-New Brunswick
MBA, Finance
First Investors Corporation May 2012 - Present
Citigroup Smith Barney January 2006 - June 2012
Merrill Lynch 1994 - 2006
Skills
Series 7, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Trading, Options, Equities, Pensions, Capital Markets, Hedge Funds, Series 63, Institutional..., Fixed Income, Investment Strategies, Investment Advisory, Investment Management, Equity Research, Mutual Funds, Securities, Asset Management
Education
Rutgers University-New Brunswick
MBA, Finance
Robyn Weiss's Merrill Lynch Experience March 2008 - March 2009
Job at
Industry Human Resources
Experience
Capital One May 2010 - Present
Bank of America November 2009 - June 2010
Merrill Lynch March 2008 - March 2009
Merrill Lynch April 2005 - 2006
Structure Tone, Inc 2003 - 2005
Kroll Direct Marketing 1999 - 2003
Education
Rutgers University-New Brunswick
BA, History
Capital One May 2010 - Present
Bank of America November 2009 - June 2010
Merrill Lynch March 2008 - March 2009
Merrill Lynch April 2005 - 2006
Structure Tone, Inc 2003 - 2005
Kroll Direct Marketing 1999 - 2003
Education
Rutgers University-New Brunswick
BA, History
Kate Jandernal's Merrill Lynch Experience 2004 - 2005
Job Buyer at Barnes & Noble College Booksellers
Industry Food & Beverages
Experience
Barnes & Noble College Booksellers February 2005 - Present
Merrill Lynch 2004 - 2005
Borders Books 1999 - 2004
Skills
Merchandising, Inventory Management, Retail, Store Management, Visual Merchandising, Merchandise Planning, Trend Analysis, Profit, Loss Prevention, CPFR, Retail Sales, Inventory Control, Assortment, Sales, Purchasing, Customer Service, Store Operations, Forecasting, P&L, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
Bachelor of Arts (BA), American Studies
Rutgers University-New Brunswick
Barnes & Noble College Booksellers February 2005 - Present
Merrill Lynch 2004 - 2005
Borders Books 1999 - 2004
Skills
Merchandising, Inventory Management, Retail, Store Management, Visual Merchandising, Merchandise Planning, Trend Analysis, Profit, Loss Prevention, CPFR, Retail Sales, Inventory Control, Assortment, Sales, Purchasing, Customer Service, Store Operations, Forecasting, P&L, Sales Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2004
Bachelor of Arts (BA), American Studies
Rutgers University-New Brunswick
Clauter A. Charleston, CAIA's Merrill Lynch Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch July 2010 - January 2014
UBS Wealth Management July 2008 - April 2009
Zdenek Financial Plannning, LLC May 2007 - May 2008
Skills
Series 7, Alternative Investments, Hedge Funds, Private Equity, Financial Services, Asset Allocation, Finance
Education
Rutgers University-New Brunswick 2005 — 2008
Finance, Finance, Economics
Merrill Lynch January 2014 - Present
Merrill Lynch July 2010 - January 2014
UBS Wealth Management July 2008 - April 2009
Zdenek Financial Plannning, LLC May 2007 - May 2008
Skills
Series 7, Alternative Investments, Hedge Funds, Private Equity, Financial Services, Asset Allocation, Finance
Education
Rutgers University-New Brunswick 2005 — 2008
Finance, Finance, Economics
Stephanie Weisz's Merrill Lynch Experience January 1988 - January 1990
Job Client Services, Team Lead
Industry Telecommunications
Experience
Tangoe May 2011 - Present
Liberty Tax Service, Parsippany, NJ December 2010 - April 2011
Reckitt Benckiser November 2008 - May 2009
Celerity - Allen, TX 2006 - 2008
Allen ISD January 2001 - January 2006
FL Dept of Corrections 1993 - 2000
Rhone-Poulenc Rorer 1990 - 1992
Merrill Lynch January 1988 - January 1990
ASSET MANAGEMENT GROUP January 1987 - January 1988
Skills
Financial Analysis, Budget, Expense Allocation, Goal Oriented, Problem Solving, Organizational..., Teamwork, Telecommunications, Sales, Analysis, Budgets, Management, Accounting, Finance, Mentoring, Marketing Strategy, Forecasting, Process Improvement, Vendor Management
Education
Fairleigh Dickinson University 1986 — 1988
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Science (BS), Economics
Montville Township High School 1978 — 1982
Tangoe May 2011 - Present
Liberty Tax Service, Parsippany, NJ December 2010 - April 2011
Reckitt Benckiser November 2008 - May 2009
Celerity - Allen, TX 2006 - 2008
Allen ISD January 2001 - January 2006
FL Dept of Corrections 1993 - 2000
Rhone-Poulenc Rorer 1990 - 1992
Merrill Lynch January 1988 - January 1990
ASSET MANAGEMENT GROUP January 1987 - January 1988
Skills
Financial Analysis, Budget, Expense Allocation, Goal Oriented, Problem Solving, Organizational..., Teamwork, Telecommunications, Sales, Analysis, Budgets, Management, Accounting, Finance, Mentoring, Marketing Strategy, Forecasting, Process Improvement, Vendor Management
Education
Fairleigh Dickinson University 1986 — 1988
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Science (BS), Economics
Montville Township High School 1978 — 1982
Andrew Christopher CRPC®'s Merrill Lynch Experience November 2003 - Present
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2003 - Present
Morgan Stanley October 1999 - November 2003
Prudential Financial July 1996 - October 1999
Rutgers University 1994 - 1995
Skills
Retirement Planning, Series 7, Asset Allocation, Estate Planning, Fixed Annuities, Mutual Funds, Bonds, Options, ETFs, 401k, Retirement, Stocks, 401k Rollovers, Roth IRA, 529 Plans, College Savings Plans, Stock Picking, Strategic Financial..., Fixed Income Products, Risk Management, Term Life Insurance, Profit Sharing, Simple IRA, SEP, IRA's, Refinance Transactions, Mortgage, Annuities, Whole Life, Socially Responsible..., Currency, Precious Metals, Alternative Assets, Retirement Income..., Philanthropy, Long Term Care, Insurance Planning, Charitable Giving..., Commodities, Gold, Silver, Platinum, Wealth Preservation, Non-profits, Client Service, Special Needs Planning, Home Equity Loans, Income Generation, Cash Flow Management, Fixed Income
Education
College for Financial Planning 2008 — 2008
Certificate, Chartered Retirement Planning Counselor®
The American College 2004 — 2006
Post Graduate, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Psychology
Merrill Lynch November 2003 - Present
Morgan Stanley October 1999 - November 2003
Prudential Financial July 1996 - October 1999
Rutgers University 1994 - 1995
Skills
Retirement Planning, Series 7, Asset Allocation, Estate Planning, Fixed Annuities, Mutual Funds, Bonds, Options, ETFs, 401k, Retirement, Stocks, 401k Rollovers, Roth IRA, 529 Plans, College Savings Plans, Stock Picking, Strategic Financial..., Fixed Income Products, Risk Management, Term Life Insurance, Profit Sharing, Simple IRA, SEP, IRA's, Refinance Transactions, Mortgage, Annuities, Whole Life, Socially Responsible..., Currency, Precious Metals, Alternative Assets, Retirement Income..., Philanthropy, Long Term Care, Insurance Planning, Charitable Giving..., Commodities, Gold, Silver, Platinum, Wealth Preservation, Non-profits, Client Service, Special Needs Planning, Home Equity Loans, Income Generation, Cash Flow Management, Fixed Income
Education
College for Financial Planning 2008 — 2008
Certificate, Chartered Retirement Planning Counselor®
The American College 2004 — 2006
Post Graduate, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Psychology
Wailoong (Wayne) Wong's Merrill Lynch Experience June 2009 - August 2009
Job Associate at Citi
Industry Investment Management
Experience
Citi August 2012 - Present
Citi July 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Risk Management, Credit Risk, Equity Valuation, Business Analysis, Basel II, Basel III, Investment Banking, Capital Markets, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Finance
Citi August 2012 - Present
Citi July 2010 - August 2012
Merrill Lynch June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Risk Management, Credit Risk, Equity Valuation, Business Analysis, Basel II, Basel III, Investment Banking, Capital Markets, Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Finance
Bob Justich's Merrill Lynch Experience September 1988 - September 1995
Job Principal at Trilogy Global Advisors, LP
Industry Financial Services
Experience
Trilogy Global Advisors, LP March 2015 - Present
Robert Justich, LLC July 2012 - March 2015
Link Community School 2008 - 2014
Bear Stearns Asset Management October 2003 - January 2008
JustDialRoche January 2004 - November 2007
Times Square Capital Management June 1999 - October 2003
Credit Suisse September 1995 - June 1999
Merrill Lynch September 1988 - September 1995
Arthur Young June 1983 - August 1987
E.R. Squibb 1976 - 1982
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Capital Markets, Portfolio Management, Securities, Investments, Derivatives, Asset Allocation, Asset Management, Bonds, Investment Strategies, Financial Markets, Investment Management, Structured Finance, Emerging Markets, Investment Advisory, Series 7, Trading, Bloomberg, Investor Relations, Private Equity, Investment Banking, Mutual Funds, Wealth Management, Options
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
BA, English Literature
St Joseph High School
HS Diploma, General Studies
Trilogy Global Advisors, LP March 2015 - Present
Robert Justich, LLC July 2012 - March 2015
Link Community School 2008 - 2014
Bear Stearns Asset Management October 2003 - January 2008
JustDialRoche January 2004 - November 2007
Times Square Capital Management June 1999 - October 2003
Credit Suisse September 1995 - June 1999
Merrill Lynch September 1988 - September 1995
Arthur Young June 1983 - August 1987
E.R. Squibb 1976 - 1982
Skills
Alternative Investments, Equities, Hedge Funds, Asset Managment, Fixed Income, Capital Markets, Portfolio Management, Securities, Investments, Derivatives, Asset Allocation, Asset Management, Bonds, Investment Strategies, Financial Markets, Investment Management, Structured Finance, Emerging Markets, Investment Advisory, Series 7, Trading, Bloomberg, Investor Relations, Private Equity, Investment Banking, Mutual Funds, Wealth Management, Options
Education
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
BA, English Literature
St Joseph High School
HS Diploma, General Studies
Rick Figliolia's Merrill Lynch Experience August 2011 - February 2012
Job District Sales Manager, TriNet
Industry Financial Services
Experience
TriNet May 2014 - Present
RE-Lite, Inc. March 2012 - May 2014
Merrill Lynch August 2011 - February 2012
Merrill Lynch October 2008 - August 2011
American Collegiate Financial Services November 2006 - October 2008
American Collegiate Financial Services September 2004 - November 2006
Skills
Sales, Relationship Management, Financial Reporting, Financial Services, Project Management, Quantitative Research, Qualitative Research, Qualitative Data, Quantitative Analytics, Building Relationships, B2B, Demographic Analysis, Direct Sales, Sales Presentations, Sales Management, Reporting & Analysis, Performance Reporting, Siebel, Microsoft Office, Business Development, Manage Client..., Retirement Planning, Financial Analysis, Mutual Funds, Banking, Investments, Analysis, Management, Forecasting, Sales Process, Training, Team Leadership, Call Centers, Customer Retention, Customer Satisfaction, Budgets, Marketing Strategy, Human Resources, Business Strategy, Credit, Time Management, Executive Management, Pricing, Loans, Market Analysis, 401k, Finance, Financial Advisory, CRM
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TriNet May 2014 - Present
RE-Lite, Inc. March 2012 - May 2014
Merrill Lynch August 2011 - February 2012
Merrill Lynch October 2008 - August 2011
American Collegiate Financial Services November 2006 - October 2008
American Collegiate Financial Services September 2004 - November 2006
Skills
Sales, Relationship Management, Financial Reporting, Financial Services, Project Management, Quantitative Research, Qualitative Research, Qualitative Data, Quantitative Analytics, Building Relationships, B2B, Demographic Analysis, Direct Sales, Sales Presentations, Sales Management, Reporting & Analysis, Performance Reporting, Siebel, Microsoft Office, Business Development, Manage Client..., Retirement Planning, Financial Analysis, Mutual Funds, Banking, Investments, Analysis, Management, Forecasting, Sales Process, Training, Team Leadership, Call Centers, Customer Retention, Customer Satisfaction, Budgets, Marketing Strategy, Human Resources, Business Strategy, Credit, Time Management, Executive Management, Pricing, Loans, Market Analysis, 401k, Finance, Financial Advisory, CRM
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mathew Napchen's Merrill Lynch Experience July 2010 - October 2010
Job Consultant at Levin Consulting
Industry Consumer Electronics
Experience
Levin Consulting July 2013 - Present
Tech-Fill November 2012 - June 2013
Digital Gadgets LLC October 2010 - November 2012
Merrill Lynch July 2010 - October 2010
Skills
Process Improvement, Customer Service, Microsoft Excel, Database Administration, SharePoint, Microsoft Office, Project Management, Spreadsheets, Call Center, Microsoft Word, PowerPoint, Records Management, Document Management, Financial Services
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelors of Arts, Political Science
Levin Consulting July 2013 - Present
Tech-Fill November 2012 - June 2013
Digital Gadgets LLC October 2010 - November 2012
Merrill Lynch July 2010 - October 2010
Skills
Process Improvement, Customer Service, Microsoft Excel, Database Administration, SharePoint, Microsoft Office, Project Management, Spreadsheets, Call Center, Microsoft Word, PowerPoint, Records Management, Document Management, Financial Services
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelors of Arts, Political Science
Kyle Koehler's Merrill Lynch Experience August 2012 - October 2013
Job Hedge Fund Operations Associate at Caxton Associates
Industry Banking
Experience
Caxton Associates October 2013 - Present
Merrill Lynch August 2012 - October 2013
Merrill Lynch November 2010 - August 2012
Skills
Banking, Portfolio Management, Financial Analysis, Risk Management, Credit, Equities, Microsoft Word, Hedge Funds, Options, Trading, Valuation, FX Options, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Economics
Caxton Associates October 2013 - Present
Merrill Lynch August 2012 - October 2013
Merrill Lynch November 2010 - August 2012
Skills
Banking, Portfolio Management, Financial Analysis, Risk Management, Credit, Equities, Microsoft Word, Hedge Funds, Options, Trading, Valuation, FX Options, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Economics
Gerald Harichandran's Merrill Lynch Experience January 2012 - April 2012
Job Unemployment Insurance Claims Examiner at New Jersey Department of Labor & Workforce Development
Industry Financial Services
Experience
New Jersey Department of Labor & Workforce Development May 2013 - Present
PHH Mortgage May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Merrill Lynch October 2008 - November 2009
The Vanguard Group June 2006 - April 2008
Solace Mountain Consulting Group LLC June 2004 - September 2004
United States Army August 1996 - August 2004
Consumer Mortgage Services May 2003 - September 2003
Skills
Investments, Asset Allocation, Portfolio Management, Due Diligence, Asset Managment, Series 7, Series 63, Uniform Combined State..., Risk Management, Mutual Funds, Commodity, Retirement Planning, Series 65, Series 6, Financial Analysis, Credit, ETFs, Wealth Management, Finance, Retirement, Securities, Loans, Mortgage Lending
Education
University of Illinois Springfield 2010 — 2013
Bachelor's degree, Mathematical Sciences
Rutgers Busines School 2002 — 2006
BS, Finance
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
New Jersey Department of Labor & Workforce Development May 2013 - Present
PHH Mortgage May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Merrill Lynch October 2008 - November 2009
The Vanguard Group June 2006 - April 2008
Solace Mountain Consulting Group LLC June 2004 - September 2004
United States Army August 1996 - August 2004
Consumer Mortgage Services May 2003 - September 2003
Skills
Investments, Asset Allocation, Portfolio Management, Due Diligence, Asset Managment, Series 7, Series 63, Uniform Combined State..., Risk Management, Mutual Funds, Commodity, Retirement Planning, Series 65, Series 6, Financial Analysis, Credit, ETFs, Wealth Management, Finance, Retirement, Securities, Loans, Mortgage Lending
Education
University of Illinois Springfield 2010 — 2013
Bachelor's degree, Mathematical Sciences
Rutgers Busines School 2002 — 2006
BS, Finance
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
Claudia Geagan's Merrill Lynch Experience 1986 - 1987
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Kmart Corporation January 1991 - July 1997
Coopers & Lybrand 1988 - 1990
Merrill Lynch 1986 - 1987
Towers Perrin 1983 - 1986
1st City Bank of Dallas 1981 - 1982
Education
Walsh College 1997 — 1998
Master's Degree, Finance, General, 3.9+. Got an a- somewhere. Summa Cum
Rutgers University-New Brunswick 1973 — 1974
Bachelor's Degree, English Language and Literature, General
Kmart Corporation January 1991 - July 1997
Coopers & Lybrand 1988 - 1990
Merrill Lynch 1986 - 1987
Towers Perrin 1983 - 1986
1st City Bank of Dallas 1981 - 1982
Education
Walsh College 1997 — 1998
Master's Degree, Finance, General, 3.9+. Got an a- somewhere. Summa Cum
Rutgers University-New Brunswick 1973 — 1974
Bachelor's Degree, English Language and Literature, General
Christophe Zammit's Merrill Lynch Experience June 2004 - April 2005
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas 2012 - Present
JP Morgan February 2009 - March 2011
JP Morgan February 2007 - January 2009
JP Morgan April 2005 - January 2007
Merrill Lynch June 2004 - April 2005
Morgan Stanley January 2001 - May 2004
Morgan Stanley September 1999 - December 2000
Paine Webber January 1999 - August 1999
Paine Webber January 1998 - December 1998
Paine Webber February 1995 - December 1997
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Economics
BNP Paribas 2012 - Present
JP Morgan February 2009 - March 2011
JP Morgan February 2007 - January 2009
JP Morgan April 2005 - January 2007
Merrill Lynch June 2004 - April 2005
Morgan Stanley January 2001 - May 2004
Morgan Stanley September 1999 - December 2000
Paine Webber January 1999 - August 1999
Paine Webber January 1998 - December 1998
Paine Webber February 1995 - December 1997
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Economics
Richard J. Adubato's Merrill Lynch Experience 1987 - 1991
Job Chairman, Princess House Inc.
Industry Consumer Goods
Experience
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Princess House, Inc. 2011 - Present
Archard, LLC 1999 - Present
Dyno Marketing, LLC 2003 - Present
Schroders 1998 - 2000
BZW / Barclays Capital 1994 - 1998
CIBC Wood Gundy 1991 - 1994
Merrill Lynch 1987 - 1991
Lehman Brothers 1983 - 1985
Education
New York University, Stern School of Business
MBA, Finance
Rutgers University
BA, Economics
Ginger Montagna's Merrill Lynch Experience March 1996 - December 2011
Job Vice President at MorganStanley SmithBarney LLC
Industry Financial Services
Experience
MorganStanley SmithBarney LLC December 2011 - Present
Merrill Lynch March 1996 - December 2011
Skills
Wealth Management, Investments, Financial Planning, Series 7, Portfolio Management, Series 9 & 10
Education
Rutgers University 1989 — 1995
Bachelor fo Science
MorganStanley SmithBarney LLC December 2011 - Present
Merrill Lynch March 1996 - December 2011
Skills
Wealth Management, Investments, Financial Planning, Series 7, Portfolio Management, Series 9 & 10
Education
Rutgers University 1989 — 1995
Bachelor fo Science
Brent Malone's Merrill Lynch Experience November 2014 - Present
Job Regional Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2014 - Present
Merrill Lynch July 2010 - November 2014
Merrill Lynch May 2009 - June 2010
Bank of America October 2006 - April 2009
Education
Rutgers University 2000 — 2003
B.A. Economics
Merrill Lynch November 2014 - Present
Merrill Lynch July 2010 - November 2014
Merrill Lynch May 2009 - June 2010
Bank of America October 2006 - April 2009
Education
Rutgers University 2000 — 2003
B.A. Economics
Tony Pak's Merrill Lynch Experience June 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch June 2010 - 2012
Merrill Lynch September 2007 - June 2010
Education
Rutgers University
Bachelor of Science (BS), Information Technology
Merrill Lynch June 2010 - 2012
Merrill Lynch September 2007 - June 2010
Education
Rutgers University
Bachelor of Science (BS), Information Technology
John Espin's Merrill Lynch Experience June 2005 - August 2009
Job Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities August 2009 - Present
Merrill Lynch June 2005 - August 2009
Skills
Trade Support, Syndications, High Yield, Structured Products, Emerging Markets, Offshore Outsourcing, Operational Risk..., P&L Reconciliation, Operations Management, FINRA TRACE Reporting, P&S Real-Time Trade..., Proprietary Trading, Project Delivery, System Testing, P&L Reporting, Manage Client..., P&L Management, Trading, Fixed Income, Bonds, Bloomberg, Middle Office, ETFs, Series 63, Corporate Actions, Outsourcing, Series 7, Back Office, Bloomberg Terminal, Operational Risk, CDO, FINRA, Trading Systems, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.)
Nomura Securities August 2009 - Present
Merrill Lynch June 2005 - August 2009
Skills
Trade Support, Syndications, High Yield, Structured Products, Emerging Markets, Offshore Outsourcing, Operational Risk..., P&L Reconciliation, Operations Management, FINRA TRACE Reporting, P&S Real-Time Trade..., Proprietary Trading, Project Delivery, System Testing, P&L Reporting, Manage Client..., P&L Management, Trading, Fixed Income, Bonds, Bloomberg, Middle Office, ETFs, Series 63, Corporate Actions, Outsourcing, Series 7, Back Office, Bloomberg Terminal, Operational Risk, CDO, FINRA, Trading Systems, Financial Risk
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Arts (B.A.)
Kimberly Thiel Smith's Merrill Lynch Experience May 2000 - June 2005
Job Marketing Communications Consultant at BlackRock
Industry Financial Services
Experience
BlackRock November 2005 - Present
Merrill Lynch May 2000 - June 2005
The New Jersey Office of Information Technology May 1999 - May 2000
Skills
Marketing, Marketing Communications, Multimedia Marketing..., Proofreading, Copy Editing, Communication
Education
Rutgers University-New Brunswick 2001 — 2003
Master of Arts (M.A.), Communication and Information Studies, 3.95, Summa Cum Laude
The College of New Jersey 1995 — 1999
Bachelor of Arts (B.A.), Journalism, 3.55, Cum Laude
BlackRock November 2005 - Present
Merrill Lynch May 2000 - June 2005
The New Jersey Office of Information Technology May 1999 - May 2000
Skills
Marketing, Marketing Communications, Multimedia Marketing..., Proofreading, Copy Editing, Communication
Education
Rutgers University-New Brunswick 2001 — 2003
Master of Arts (M.A.), Communication and Information Studies, 3.95, Summa Cum Laude
The College of New Jersey 1995 — 1999
Bachelor of Arts (B.A.), Journalism, 3.55, Cum Laude
Rich Banasiak's Merrill Lynch Experience August 1999 - Present
Job Sr. Compliance Specialist, Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 1999 - Present
Meeker Sharkey Associates May 1996 - August 1999
ADP January 1996 - May 1996
ISS International Service System, Inc. March 1993 - January 1996
Buck Consultants March 1987 - December 1992
Skills
Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Life Insurance usuage..., Perform compliance...
Education
Rutgers University-New Brunswick 1979 — 1986
Bachelor of Arts (B.A.), Business Statistics
Merrill Lynch August 1999 - Present
Meeker Sharkey Associates May 1996 - August 1999
ADP January 1996 - May 1996
ISS International Service System, Inc. March 1993 - January 1996
Buck Consultants March 1987 - December 1992
Skills
Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Life Insurance usuage..., Perform compliance...
Education
Rutgers University-New Brunswick 1979 — 1986
Bachelor of Arts (B.A.), Business Statistics
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank