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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Merrill Lynch Employees
Employee
Years
Job
Industry
Kevin Losch Kevin Losch's Merrill Lynch Experience February 2014 - Present
Job Financial Advisor, Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch February 2014 - Present
Morgan Stanley Smith Barney May 2012 - January 2014
Merrill Lynch July 2006 - May 2012
Skills
Series 7, Series 66, Equities, Fixed Income, Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Equity Research, Market Analysis, Business Development, Banking, Uniform Combined State..., Asset Allocation, Securities, Series 63
Education
Seton Hall University 2002 — 2006
BS, Finance, General
South Hunterdon Regional High School 1998 — 2002
Merrill Lynch February 2014 - Present
Morgan Stanley Smith Barney May 2012 - January 2014
Merrill Lynch July 2006 - May 2012
Skills
Series 7, Series 66, Equities, Fixed Income, Mutual Funds, Alternative Investments, ETFs, Separately Managed..., Equity Research, Market Analysis, Business Development, Banking, Uniform Combined State..., Asset Allocation, Securities, Series 63
Education
Seton Hall University 2002 — 2006
BS, Finance, General
South Hunterdon Regional High School 1998 — 2002
Edgar Utset Edgar Utset's Merrill Lynch Experience 2006 - 2008
Job Executive Director, DCIS National Accounts at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2013 - Present
Wells Fargo Financial March 2008 - May 2013
Merrill Lynch 2006 - 2008
Prudential Financial 1993 - 2006
Skills
Retirement, Series 7, 401k, Investments, Financial Services, Asset Management, Relationship Management
Education
Seton Hall University 1989 — 1993
BS, Finance
Hillside High School 1986 — 1989
JP Morgan Asset Management May 2013 - Present
Wells Fargo Financial March 2008 - May 2013
Merrill Lynch 2006 - 2008
Prudential Financial 1993 - 2006
Skills
Retirement, Series 7, 401k, Investments, Financial Services, Asset Management, Relationship Management
Education
Seton Hall University 1989 — 1993
BS, Finance
Hillside High School 1986 — 1989
Dean Catino, CFP®, CRPC®, CPWA® Dean Catino, CFP®, CRPC®, CPWA®'s Merrill Lynch Experience September 2001 - May 2008
Job President & CoFounder at Monument Wealth Management
Industry Financial Services
Experience
Monument Wealth Management May 2008 - Present
Merrill Lynch September 2001 - May 2008
B. Braun McGaw 1983 - 1999
Combustion Engineering (C-E) 1981 - 1983
Skills
Investments, Wealth Management, Financial Advisory, Financial Planning, Finance, Management, Leadership, Wealth, Investment Management, Analysis
Education
The University of Chicago Booth School of Business 2013 — 2013
Certified Private Wealth Advisor® (CPWA®)
Certified Planner Board of Standards 2006 — 2007
CFP® CERTIFIED FINANCIAL PLANNER
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Seton Hall University 1977 — 1981
BS, Accounting
Monument Wealth Management May 2008 - Present
Merrill Lynch September 2001 - May 2008
B. Braun McGaw 1983 - 1999
Combustion Engineering (C-E) 1981 - 1983
Skills
Investments, Wealth Management, Financial Advisory, Financial Planning, Finance, Management, Leadership, Wealth, Investment Management, Analysis
Education
The University of Chicago Booth School of Business 2013 — 2013
Certified Private Wealth Advisor® (CPWA®)
Certified Planner Board of Standards 2006 — 2007
CFP® CERTIFIED FINANCIAL PLANNER
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Seton Hall University 1977 — 1981
BS, Accounting
Dominick Scavelli's Merrill Lynch Experience May 2012 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Seton Hall University August 2009 - March 2012
Wall Street Mortgage Bankers April 2010 - September 2010
Skills
Portfolio Management, Microsoft Office, Investment Banking, Wealth Management, Thomson One, Market Research, Financial Planning, Sales Management, Financial Reporting, Accounting, Financial Analysis, Programming, Supply Chain Management, SAP, MySQL, SQL Server, Account Management, Financial Advisory, Investment Advisory, Investment Advisory..., Strategic Financial..., Access, Bloomberg Terminal, Analysis, Finance
Education
Seton Hall University 2008 — 2012
Bachelor of Science, Finance & Information Technology Management
Xaverian High School 2004 — 2008
Advanced High School Degree: Full International Baccalaureate Diploma Programme Graduate, Private New York City Curriculum
Merrill Lynch May 2012 - Present
Bank of America Merrill Lynch March 2011 - June 2012
Seton Hall University August 2009 - March 2012
Wall Street Mortgage Bankers April 2010 - September 2010
Skills
Portfolio Management, Microsoft Office, Investment Banking, Wealth Management, Thomson One, Market Research, Financial Planning, Sales Management, Financial Reporting, Accounting, Financial Analysis, Programming, Supply Chain Management, SAP, MySQL, SQL Server, Account Management, Financial Advisory, Investment Advisory, Investment Advisory..., Strategic Financial..., Access, Bloomberg Terminal, Analysis, Finance
Education
Seton Hall University 2008 — 2012
Bachelor of Science, Finance & Information Technology Management
Xaverian High School 2004 — 2008
Advanced High School Degree: Full International Baccalaureate Diploma Programme Graduate, Private New York City Curriculum
Michael Marciano, ChFC®, CLU® Michael Marciano, ChFC®, CLU®'s Merrill Lynch Experience September 2014 - Present
Job Vice President, Wealth Structuring Insurance Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch August 2013 - September 2014
Merrill Lynch November 2007 - August 2013
Northwestern Mutual April 2006 - November 2007
Skills
Series 7, Retirement Planning, Series 63, Insurance, Series 6, Wealth Management, Retirement, High Net Worth..., Series 24, Long Term Care Insurance, Trust Services, Disability Insurance, Banking, Life, Wealth, Financial Services, Estate Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Finance, Life Insurance
Education
Seton Hall University
The American College
Merrill Lynch September 2014 - Present
Merrill Lynch August 2013 - September 2014
Merrill Lynch November 2007 - August 2013
Northwestern Mutual April 2006 - November 2007
Skills
Series 7, Retirement Planning, Series 63, Insurance, Series 6, Wealth Management, Retirement, High Net Worth..., Series 24, Long Term Care Insurance, Trust Services, Disability Insurance, Banking, Life, Wealth, Financial Services, Estate Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Finance, Life Insurance
Education
Seton Hall University
The American College
Annabela Cunha Annabela Cunha's Merrill Lynch Experience July 2011 - Present
Job Senior Trust Administrator
Industry Accounting
Experience
Merrill Lynch July 2011 - Present
Our Lady of Fatima Band, Inc. November 2009 - November 2011
Seton Hall University November 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
QuickBooks, Spreadsheets, Microsoft Excel, Outlook, File Management, Accounting, PowerPoint, Asset Management, Microsoft Word, Wealth Management
Education
Seton Hall University 2011 — 2014
MBA, Accounting
Seton Hall University 2008 — 2010
BA, Business Administration
Merrill Lynch July 2011 - Present
Our Lady of Fatima Band, Inc. November 2009 - November 2011
Seton Hall University November 2009 - May 2010
Merrill Lynch June 2009 - August 2009
Skills
QuickBooks, Spreadsheets, Microsoft Excel, Outlook, File Management, Accounting, PowerPoint, Asset Management, Microsoft Word, Wealth Management
Education
Seton Hall University 2011 — 2014
MBA, Accounting
Seton Hall University 2008 — 2010
BA, Business Administration
Eric Toro Eric Toro's Merrill Lynch Experience April 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
PNC 2005 - 2013
The GMS Group 2000 - 2002
Education
Seton Hall University
Finance, General
Merrill Lynch April 2014 - Present
PNC 2005 - 2013
The GMS Group 2000 - 2002
Education
Seton Hall University
Finance, General
Jim Rhead Jim Rhead's Merrill Lynch Experience April 2014 - Present
Job Merrill Lynch
Industry Financial Services
Experience
ST. JUDE'S Gifts from the Heart Gala December 2014 - Present
Merrill Lynch April 2014 - Present
TFS/ICAP September 2011 - January 2014
TFS-ICAP April 1998 - September 2011
Skills
Trading, Financial Markets, Derivatives, Electronic Trading, FX Options, Trading Strategies, Equities, Volatility, FX trading, Options Strategies, Emerging Markets, Options, Equity Derivatives, Currency, Client Development, Renewable Energy, Energy, Team Building, Natural Gas, New Business Development, Building Relationships, Cold Calling, Energy Markets, Foreign Currency, Lead Generation, Start-ups, Institutional, Leveraged Finance, Retirement, Bond Markets, Financial Regulation, Asset, Wealth, Broker-Dealer, Sales Finance, FX Spot, Retirement Planning, Personal Financial..., Managing Accounts, Financial Planners, Money Management, Financial Goals, Institutional Sales, Separately Managed..., Cash Management, Pensions, Tactical Asset..., Business Relationship..., Qualified Retirement..., Branch Management
Education
Seton Hall University 1985 — 1989
Bachelor's degree, Finance, General
ST. JUDE'S Gifts from the Heart Gala December 2014 - Present
Merrill Lynch April 2014 - Present
TFS/ICAP September 2011 - January 2014
TFS-ICAP April 1998 - September 2011
Skills
Trading, Financial Markets, Derivatives, Electronic Trading, FX Options, Trading Strategies, Equities, Volatility, FX trading, Options Strategies, Emerging Markets, Options, Equity Derivatives, Currency, Client Development, Renewable Energy, Energy, Team Building, Natural Gas, New Business Development, Building Relationships, Cold Calling, Energy Markets, Foreign Currency, Lead Generation, Start-ups, Institutional, Leveraged Finance, Retirement, Bond Markets, Financial Regulation, Asset, Wealth, Broker-Dealer, Sales Finance, FX Spot, Retirement Planning, Personal Financial..., Managing Accounts, Financial Planners, Money Management, Financial Goals, Institutional Sales, Separately Managed..., Cash Management, Pensions, Tactical Asset..., Business Relationship..., Qualified Retirement..., Branch Management
Education
Seton Hall University 1985 — 1989
Bachelor's degree, Finance, General
Maribeth Germinario Maribeth Germinario's Merrill Lynch Experience 1990 - 1992
Job Realtor at Coldwell Banker Real Estate
Industry Real Estate
Experience
Coldwell Banker Real Estate 2008 - Present
Burgdorff ERA 1994 - 2008
Merrill Lynch 1990 - 1992
Skills
Listings, Sellers, First Time Home Buyers, Move Up Buyers, Investors, Single Family Homes, Townhomes, Luxury, Referrals, Short Sales, Relocation, Buyer Representation
Education
Mount Saint Mary Academy (HS, Watchung, NJ)
Seton Hall University
Bachelor of Science (BS), Marketing
Coldwell Banker Real Estate 2008 - Present
Burgdorff ERA 1994 - 2008
Merrill Lynch 1990 - 1992
Skills
Listings, Sellers, First Time Home Buyers, Move Up Buyers, Investors, Single Family Homes, Townhomes, Luxury, Referrals, Short Sales, Relocation, Buyer Representation
Education
Mount Saint Mary Academy (HS, Watchung, NJ)
Seton Hall University
Bachelor of Science (BS), Marketing
Richard Orlando, Ph.D. Richard Orlando, Ph.D.'s Merrill Lynch Experience May 1997 - March 2012
Job Family Business / Wealth Coach, Consultant, and Author
Industry Individual & Family Services
Experience
Legacy Capitals, LLC March 2012 - Present
Merrill Lynch May 1997 - March 2012
NY Giants February 1997 - May 1997
Skills
Leadership Development, Management Consulting, Executive Coaching, Wealth Management, Entrepreneurship, Family Business, Business Coaching, Wealth, Training, High Performance Teams, Family Office, Legacy Planning, Organizational..., Succession Planning, Family Wealth, Coaching, Public Speaking, Plannning, High Net Worth..., Performance Coaching, Estate Planning, Team Building, Family Office Services, Nonprofits, Workshop Facilitation, Financial Advisory, Consulting, Leadership, Retirement Planning, Planning, Legacy Giving, Socially Responsible...
Education
Family Firm Institute (FFI)
Certificate Holder in Family Wealth Advising
International Coach Federation (ICF) Accredited Program
Certified Professional Coach (CPC) Designation
Saint John's University
BS, Computer Science / Business
Seton Hall University
Ph.D., Family Systems
Trinity International University
MA, Counseling / Theology
Legacy Capitals, LLC March 2012 - Present
Merrill Lynch May 1997 - March 2012
NY Giants February 1997 - May 1997
Skills
Leadership Development, Management Consulting, Executive Coaching, Wealth Management, Entrepreneurship, Family Business, Business Coaching, Wealth, Training, High Performance Teams, Family Office, Legacy Planning, Organizational..., Succession Planning, Family Wealth, Coaching, Public Speaking, Plannning, High Net Worth..., Performance Coaching, Estate Planning, Team Building, Family Office Services, Nonprofits, Workshop Facilitation, Financial Advisory, Consulting, Leadership, Retirement Planning, Planning, Legacy Giving, Socially Responsible...
Education
Family Firm Institute (FFI)
Certificate Holder in Family Wealth Advising
International Coach Federation (ICF) Accredited Program
Certified Professional Coach (CPC) Designation
Saint John's University
BS, Computer Science / Business
Seton Hall University
Ph.D., Family Systems
Trinity International University
MA, Counseling / Theology
Edward Bayarski,CFP®,ChFC®,AIF® Edward Bayarski,CFP®,ChFC®,AIF®'s Merrill Lynch Experience 1984 - 1994
Job President, Strategic Wealth Planning,Inc.
Industry Financial Services
Experience
Strategic Wealth Planning, Inc. November 2006 - Present
Merrill Lynch 1984 - 1994
Shearson American Express 1979 - 1983
Education
Seton Hall University 1968 — 1972
BA, Economics
Strategic Wealth Planning, Inc. November 2006 - Present
Merrill Lynch 1984 - 1994
Shearson American Express 1979 - 1983
Education
Seton Hall University 1968 — 1972
BA, Economics
Aimee Sharrock Aimee Sharrock's Merrill Lynch Experience 2003 - 2004
Job HRBP North America SalesLMS
Industry Human Resources
Experience
LinkedIn January 2015 - Present
LinkedIn May 2014 - Present
Bloomberg LP 2009 - 2014
AIG 2007 - 2009
AIG 2005 - 2006
Deutsche Bank 2004 - 2005
Merrill Lynch 2003 - 2004
Skills
Employee Engagement, HR Consulting, HR Policies, Sourcing, Interviews, Leadership Development, Training, Workforce Planning, Change Management, Employee Relations, Talent Management, Recruiting, Human Resources, Management
Education
Seton Hall University
Bachelor of Arts in Communications
Seton Hall University
Master of Arts in Communications
LinkedIn January 2015 - Present
LinkedIn May 2014 - Present
Bloomberg LP 2009 - 2014
AIG 2007 - 2009
AIG 2005 - 2006
Deutsche Bank 2004 - 2005
Merrill Lynch 2003 - 2004
Skills
Employee Engagement, HR Consulting, HR Policies, Sourcing, Interviews, Leadership Development, Training, Workforce Planning, Change Management, Employee Relations, Talent Management, Recruiting, Human Resources, Management
Education
Seton Hall University
Bachelor of Arts in Communications
Seton Hall University
Master of Arts in Communications
Jeff Jablonski Jeff Jablonski's Merrill Lynch Experience August 1993 - November 2011
Job IT Director, Channel & Integration Services at MetLife
Industry Financial Services
Experience
MetLife December 2013 - Present
Prudential Financial July 2012 - November 2013
ARI January 2012 - July 2012
Merrill Lynch August 1993 - November 2011
Puerto Rico Marine Management August 1980 - August 1988
Electronic Data Systems June 1985 - June 1988
Skills
Market Data, Portfolio Management, Vendor Management, IT Strategy, IT Management, Wealth Management, SDLC, Enterprise Architecture, PMO, Outsourcing, Solution Architecture, Business Analysis, Application Development, Project Delivery, Risk Management, Vendor Relations, Software Project..., Program Management, Executive Management, Business Management, Resource Management, Requirements Gathering, SOA, Mergers, Team Leadership, Process Improvement, Financial Planning, Agile, Requirements Analysis, Team Building, Integration, Business Process..., Project Portfolio..., Business Relationship..., Offshoring, Software Implementation, Agile Project Management, Management, Agile Methodologies, Project Management, Visio, Quality Assurance, Software Development, Business Intelligence, CRM, Financial Services, Leadership, PMP, Governance, Business Requirements
Education
Seton Hall University
BS, Computer Science
MetLife December 2013 - Present
Prudential Financial July 2012 - November 2013
ARI January 2012 - July 2012
Merrill Lynch August 1993 - November 2011
Puerto Rico Marine Management August 1980 - August 1988
Electronic Data Systems June 1985 - June 1988
Skills
Market Data, Portfolio Management, Vendor Management, IT Strategy, IT Management, Wealth Management, SDLC, Enterprise Architecture, PMO, Outsourcing, Solution Architecture, Business Analysis, Application Development, Project Delivery, Risk Management, Vendor Relations, Software Project..., Program Management, Executive Management, Business Management, Resource Management, Requirements Gathering, SOA, Mergers, Team Leadership, Process Improvement, Financial Planning, Agile, Requirements Analysis, Team Building, Integration, Business Process..., Project Portfolio..., Business Relationship..., Offshoring, Software Implementation, Agile Project Management, Management, Agile Methodologies, Project Management, Visio, Quality Assurance, Software Development, Business Intelligence, CRM, Financial Services, Leadership, PMP, Governance, Business Requirements
Education
Seton Hall University
BS, Computer Science
Patricia Valencia, CPA Patricia Valencia, CPA's Merrill Lynch Experience March 2006 - July 2009
Job Corporate Accounting Manager at Outfront Media
Industry Media Production
Experience
Outfront Media December 2014 - Present
LVMH September 2012 - December 2014
CEVA SANTE ANIMALE July 2009 - September 2012
Merrill Lynch March 2006 - July 2009
Deloitte September 2003 - March 2006
Skills
Highly proficient in..., Experience with General..., Experience with..., Experience with SAP..., Experience with..., JD Edwards, General Ledger, Consolidation
Education
Seton Hall University 2003 — 2004
Master's degree, Professional Accounting
Seton Hall University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Outfront Media December 2014 - Present
LVMH September 2012 - December 2014
CEVA SANTE ANIMALE July 2009 - September 2012
Merrill Lynch March 2006 - July 2009
Deloitte September 2003 - March 2006
Skills
Highly proficient in..., Experience with General..., Experience with..., Experience with SAP..., Experience with..., JD Edwards, General Ledger, Consolidation
Education
Seton Hall University 2003 — 2004
Master's degree, Professional Accounting
Seton Hall University 1999 — 2003
Bachelor of Science (B.S.), Accounting
Fred Woods Fred Woods's Merrill Lynch Experience January 2011 - Present
Job Resident Director, First Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch October 2010 - December 2010
Merrill Lynch November 1985 - September 2009
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Financial Modeling, Series 63, Mutual Funds, Strategic Financial..., Derivatives, Asset Allocation, Investment Advisory, Alternative Investments, Capital Markets
Education
Seton Hall University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Rhinebeck Central School 1964 — 1977
Merrill Lynch January 2011 - Present
Merrill Lynch October 2010 - December 2010
Merrill Lynch November 1985 - September 2009
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Investments, Portfolio Management, Financial Modeling, Series 63, Mutual Funds, Strategic Financial..., Derivatives, Asset Allocation, Investment Advisory, Alternative Investments, Capital Markets
Education
Seton Hall University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Rhinebeck Central School 1964 — 1977
Ronald B. Ciesla, CFA Ronald B. Ciesla, CFA's Merrill Lynch Experience 1996 - 2001
Job Senior Wealth Strategist at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2011 - Present
U.S. Trust May 2005 - December 2010
Merrill Lynch 1996 - 2001
Skills
Investment Advisory, Wealth Management, Investments, Investment Management, Wealth, Mutual Funds, Marketing Strategy, Series 7, Asset Allocation, Asset Management, Alternative Investments, Wealth Management..., Trusts, New Business Development, Private Banking, Strategic Planning, High Net Worth..., Portfolio Management, Equities, Family Office, Strategic Financial..., Financial Services, Finance, Financial Planning, Hedge Funds, Investment Strategies
Education
Seton Hall University 1972 — 1976
B.S. in Business Administration, Accounting
Northern Trust January 2011 - Present
U.S. Trust May 2005 - December 2010
Merrill Lynch 1996 - 2001
Skills
Investment Advisory, Wealth Management, Investments, Investment Management, Wealth, Mutual Funds, Marketing Strategy, Series 7, Asset Allocation, Asset Management, Alternative Investments, Wealth Management..., Trusts, New Business Development, Private Banking, Strategic Planning, High Net Worth..., Portfolio Management, Equities, Family Office, Strategic Financial..., Financial Services, Finance, Financial Planning, Hedge Funds, Investment Strategies
Education
Seton Hall University 1972 — 1976
B.S. in Business Administration, Accounting
Peter Roselli's Merrill Lynch Experience August 2008 - December 2008
Job Financial Analyst at Health Republic Insurance of New Jersey
Industry Accounting
Experience
Health Republic Insurance of New Jersey June 2014 - Present
Hackensack University Medical Center At Pascack Valley March 2013 - June 2014
The Children's Place August 2012 - March 2013
Hudson County Office On Aging December 2010 - August 2012
MetLife Financial Services April 2010 - December 2010
Atlantis Health And Fitness September 2005 - April 2009
Merrill Lynch August 2008 - December 2008
Skills
Insurance, Financial Reporting, Investments, Funding, budgeting, Public Budgeting, Office Administration, MBA Finance, Government Contracts, Contract Review, Microsoft Office, Database Queries, Essbase, Variance Analysis, Strategic Financial..., Budgets, Strategic Planning, Sales, Auditing, Project Planning, Banking, Risk Management, Finance, Portfolio Management, Retirement Planning, Financial Analysis, Leadership, Management, Financial Modeling, Cross-functional Team..., Contract Management, Process Improvement, General Ledger, Government Procurement
Education
Saint Peter's University 2011 — 2013
MBA, Finance & Risk Mangement
Seton Hall University 2005 — 2009
B.S., FInance, Legal Studies
Health Republic Insurance of New Jersey June 2014 - Present
Hackensack University Medical Center At Pascack Valley March 2013 - June 2014
The Children's Place August 2012 - March 2013
Hudson County Office On Aging December 2010 - August 2012
MetLife Financial Services April 2010 - December 2010
Atlantis Health And Fitness September 2005 - April 2009
Merrill Lynch August 2008 - December 2008
Skills
Insurance, Financial Reporting, Investments, Funding, budgeting, Public Budgeting, Office Administration, MBA Finance, Government Contracts, Contract Review, Microsoft Office, Database Queries, Essbase, Variance Analysis, Strategic Financial..., Budgets, Strategic Planning, Sales, Auditing, Project Planning, Banking, Risk Management, Finance, Portfolio Management, Retirement Planning, Financial Analysis, Leadership, Management, Financial Modeling, Cross-functional Team..., Contract Management, Process Improvement, General Ledger, Government Procurement
Education
Saint Peter's University 2011 — 2013
MBA, Finance & Risk Mangement
Seton Hall University 2005 — 2009
B.S., FInance, Legal Studies
Tyrone Ross Jr. Tyrone Ross Jr.'s Merrill Lynch Experience July 2012 - Present
Job Financial Advisor Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Financial Dynamics July 2006 - August 2009
Skills
Bloomberg, Series 7, Equities, Financial Analysis, Investments, Management, Financial Modeling, Microsoft Office, Investor Relations, Securities, Customer Service, Capital Markets, Portfolio Management, Risk Management, Wealth Management
Education
Seton Hall University 2001 — 2006
Bachelor of Arts (B.A.), Business/Corporate Communications
Metuchen High School
Merrill Lynch July 2012 - Present
Financial Dynamics July 2006 - August 2009
Skills
Bloomberg, Series 7, Equities, Financial Analysis, Investments, Management, Financial Modeling, Microsoft Office, Investor Relations, Securities, Customer Service, Capital Markets, Portfolio Management, Risk Management, Wealth Management
Education
Seton Hall University 2001 — 2006
Bachelor of Arts (B.A.), Business/Corporate Communications
Metuchen High School
Daniel Stiga Daniel Stiga's Merrill Lynch Experience June 2001 - June 2008
Job Consultant at Union Bank of Switzerland
Industry Financial Services
Experience
Union Bank of Switzerland September 2015 - Present
Broadridge May 2011 - June 2015
Nomura Securities August 2009 - January 2010
Merrill Lynch June 2001 - June 2008
Skills
Fixed Income, Trading
Education
Seton Hall University 2010 — 2012
Master’s Degree, Accounting, 3.2
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
B.S., Finance
Union Bank of Switzerland September 2015 - Present
Broadridge May 2011 - June 2015
Nomura Securities August 2009 - January 2010
Merrill Lynch June 2001 - June 2008
Skills
Fixed Income, Trading
Education
Seton Hall University 2010 — 2012
Master’s Degree, Accounting, 3.2
St. John's University, The Peter J. Tobin College of Business 2003 — 2006
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
B.S., Finance
Jill Fetzner Jill Fetzner's Merrill Lynch Experience August 2005 - July 2007
Job Account Executive
Industry Insurance
Experience
Thomas Insurance Advisors, LLC 2014 - Present
Sun Life Financial 2008 - 2011
Merrill Lynch August 2005 - July 2007
JMF Associates June 2000 - August 2005
UNUM January 1996 - May 2000
Skills
Employee Benefits, Insurance, Life Insurance, Disability Insurance, Management, Consulting, Health Insurance, Property, Relationship Management, Sales
Education
Keller Graduate School of Management New York
Human Resources, Business Management
Seton Hall University
Thomas Insurance Advisors, LLC 2014 - Present
Sun Life Financial 2008 - 2011
Merrill Lynch August 2005 - July 2007
JMF Associates June 2000 - August 2005
UNUM January 1996 - May 2000
Skills
Employee Benefits, Insurance, Life Insurance, Disability Insurance, Management, Consulting, Health Insurance, Property, Relationship Management, Sales
Education
Keller Graduate School of Management New York
Human Resources, Business Management
Seton Hall University
Benedict Joanis Benedict Joanis's Merrill Lynch Experience October 2007 - September 2008
Job CEO / Owner of Rose Venture Group LLC
Industry Real Estate
Experience
Rose Venture Group LLC October 2013 - Present
JPMorgan Chase October 2011 - August 2014
Rising Seas Wealth Management, an office of MetLife Financial Group of NY March 2011 - September 2011
Fidelity Investments July 2009 - March 2011
E*TRADE Financial September 2008 - June 2009
Merrill Lynch October 2007 - September 2008
Emblem Health Corporation June 2006 - October 2007
Software House International June 2005 - June 2006
Changing Directions for youth and families 2003 - 2003
Skills
Finance, Wealth Management, Securities, Retirement Planning, Asset Management, Series 7, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., French, Financial Services, Investments, Risk Management, Microsoft Excel, Insurance, Leadership, Sales
Education
Seton Hall University 2001 — 2005
Bachelor of Arts, Anthropology & Minor in French
West Orange High School 1999 — 2001
HS Degree
St Louis De Gonzague, Port-au-Prince, Haiti 1995 — 1999
High School, High School
Rose Venture Group LLC October 2013 - Present
JPMorgan Chase October 2011 - August 2014
Rising Seas Wealth Management, an office of MetLife Financial Group of NY March 2011 - September 2011
Fidelity Investments July 2009 - March 2011
E*TRADE Financial September 2008 - June 2009
Merrill Lynch October 2007 - September 2008
Emblem Health Corporation June 2006 - October 2007
Software House International June 2005 - June 2006
Changing Directions for youth and families 2003 - 2003
Skills
Finance, Wealth Management, Securities, Retirement Planning, Asset Management, Series 7, Financial Planners, Mutual Funds, Financial Advisory, Strategic Financial..., French, Financial Services, Investments, Risk Management, Microsoft Excel, Insurance, Leadership, Sales
Education
Seton Hall University 2001 — 2005
Bachelor of Arts, Anthropology & Minor in French
West Orange High School 1999 — 2001
HS Degree
St Louis De Gonzague, Port-au-Prince, Haiti 1995 — 1999
High School, High School
Alfonso Siracusa's Merrill Lynch Experience April 1998 - October 1998
Job Account Executive at MetLife
Industry Financial Services
Experience
MetLife August 2010 - Present
ING November 2009 - August 2010
ING October 2008 - December 2009
ING November 2007 - October 2008
CitiStreet January 2005 - November 2007
CitiStreet June 2003 - January 2005
CitiStreet January 2000 - June 2003
CitiStreet October 1998 - January 2000
Merrill Lynch April 1998 - October 1998
Merrill Lynch March 1997 - April 1998
Skills
Series 6, 401k, Retirement, Account Management, Financial Services, Mutual Funds, Relationship Management, Business Analysis, Project Management, Series 63, Insurance, Fixed Annuities, Investments, Series 7
Education
Seton Hall University 1990 — 1994
Bachelor of Science, Finance
MetLife August 2010 - Present
ING November 2009 - August 2010
ING October 2008 - December 2009
ING November 2007 - October 2008
CitiStreet January 2005 - November 2007
CitiStreet June 2003 - January 2005
CitiStreet January 2000 - June 2003
CitiStreet October 1998 - January 2000
Merrill Lynch April 1998 - October 1998
Merrill Lynch March 1997 - April 1998
Skills
Series 6, 401k, Retirement, Account Management, Financial Services, Mutual Funds, Relationship Management, Business Analysis, Project Management, Series 63, Insurance, Fixed Annuities, Investments, Series 7
Education
Seton Hall University 1990 — 1994
Bachelor of Science, Finance
Adeyemi Bolaji Adeyemi Bolaji's Merrill Lynch Experience January 2005 - February 2013
Job Senior Litigation Paralegal at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation April 2013 - Present
Merrill Lynch January 2005 - February 2013
Bank of America Merrill Lynch 2005 - 2012
Financial Industry Regulatory Authority July 2004 - January 2005
Skills
FINRA, Banking, Risk Management, Securities, Insurance, Litigation, Investment Banking, Securities Regulation
Education
Seton Hall University 1995 — 2001
Bachelor's degree, English Language and Literature, General
Seton Hall University
The Depository Trust & Clearing Corporation April 2013 - Present
Merrill Lynch January 2005 - February 2013
Bank of America Merrill Lynch 2005 - 2012
Financial Industry Regulatory Authority July 2004 - January 2005
Skills
FINRA, Banking, Risk Management, Securities, Insurance, Litigation, Investment Banking, Securities Regulation
Education
Seton Hall University 1995 — 2001
Bachelor's degree, English Language and Literature, General
Seton Hall University
Daniel Caffrey Daniel Caffrey's Merrill Lynch Experience September 2010 - January 2014
Job Regional Sales Director at The Retirement Advantage
Industry Financial Services
Experience
The Retirement Advantage July 2015 - Present
Township of Morris January 2009 - Present
EisnerAmper Wealth Management Coprorate Benefits January 2014 - July 2015
Merrill Lynch September 2010 - January 2014
Compensation Solutions Inc July 2009 - September 2010
UBS Wealth Management February 2008 - July 2009
Mortgage Express/Superior Mortgage October 2005 - February 2008
Home 123 October 2001 - September 2005
Champion Mortgage July 1986 - October 2001
Skills
Wealth Management, Small Business, Public Speaking, Strategic Planning, Customer Relations, Investments, Customer Service, Banking, Budgets, Credit, Finance, Financial Analysis, Financial Services, Human Resources, Insurance, Loans, Management, Real Estate, Refinance, Risk Management, Sales, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Mortgage Lending, Retirement Planning, Investment Advisory, Series 63, Securities, Asset Management, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Estate Planning, Community Service, Defined Benefit, Defined Contribution, Pensions, Employee Benefits, Investment Strategies, Financial Planning
Education
Seton Hall University 1978 — 1982
Bachelor of Arts (BA), Business Communications
The Retirement Advantage July 2015 - Present
Township of Morris January 2009 - Present
EisnerAmper Wealth Management Coprorate Benefits January 2014 - July 2015
Merrill Lynch September 2010 - January 2014
Compensation Solutions Inc July 2009 - September 2010
UBS Wealth Management February 2008 - July 2009
Mortgage Express/Superior Mortgage October 2005 - February 2008
Home 123 October 2001 - September 2005
Champion Mortgage July 1986 - October 2001
Skills
Wealth Management, Small Business, Public Speaking, Strategic Planning, Customer Relations, Investments, Customer Service, Banking, Budgets, Credit, Finance, Financial Analysis, Financial Services, Human Resources, Insurance, Loans, Management, Real Estate, Refinance, Risk Management, Sales, Strategic Financial..., Mutual Funds, Portfolio Management, Series 7, Financial Advisory, Mortgage Lending, Retirement Planning, Investment Advisory, Series 63, Securities, Asset Management, 401k, Asset Allocation, Equities, Alternative Investments, Retirement, Estate Planning, Community Service, Defined Benefit, Defined Contribution, Pensions, Employee Benefits, Investment Strategies, Financial Planning
Education
Seton Hall University 1978 — 1982
Bachelor of Arts (BA), Business Communications
Prachi Makkar's Merrill Lynch Experience March 2015 - Present
Job Intern at Merrill Lynch
Industry Pharmaceuticals
Experience
Merrill Lynch March 2015 - Present
Seton Hall University May 2014 - Present
Hindu Temple Cultural Society July 2008 - Present
MD On-Line January 2014 - August 2014
Subhash N. Dani C.P.A. January 2013 - January 2014
Skills
Public Speaking, Theatre, Singing, Dance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Volunteering, Time Management, Team Leadership, Fundraising, Customer Service, Event Planning
Education
Seton Hall University 2013 — 2017
Finance and Economics
Kean University 2012 — 2013
Union County Vocational Technical School 2009 — 2013
Highschool Diploma and BS in Theatre, Theatre/Theater
Merrill Lynch March 2015 - Present
Seton Hall University May 2014 - Present
Hindu Temple Cultural Society July 2008 - Present
MD On-Line January 2014 - August 2014
Subhash N. Dani C.P.A. January 2013 - January 2014
Skills
Public Speaking, Theatre, Singing, Dance, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Volunteering, Time Management, Team Leadership, Fundraising, Customer Service, Event Planning
Education
Seton Hall University 2013 — 2017
Finance and Economics
Kean University 2012 — 2013
Union County Vocational Technical School 2009 — 2013
Highschool Diploma and BS in Theatre, Theatre/Theater
Matt O'Hara's Merrill Lynch Experience 2007 - 2010
Job CFP® Wealth Management and Investment Advisory Professional
Industry Financial Services
Experience
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
TIAA-CREF 2013 - Present
Fidelity Investments 2010 - 2013
Merrill Lynch 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Portfolio Management, Financial Markets, Investments, Investment strategy..., Portfolio construction..., Asset Allocation, Tax efficient investing, Wealth Accumulation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Income Protection, Wealth Distribution..., Trust and Estate Tax..., Taxation on Investments, Investment Products, Cash Management, Equities, Fixed Income, Mutual Funds, ETFs, Professionally Managed..., Variable Annuities, Fixed Annuities, Income Annuities, Life Insurance, 401k Rollovers, 401k, 403b & 457 plans, IRAs, Roths, SEPs,..., Employer Sponsored..., New client development, Client relationship..., AUM growth, Alternative investment..., Options strategies, Global Economy, Federal Reserve, Political Economy, Trading, Investment Policy..., Business development, CRM databases, Competitor Intelligence, Series 7
Education
Seton Hall University 2001 — 2005
Bachelor of Science, Business Administration (BSBA), Finance and International Business
CFP Board of Standards 2007 — 2009
CFP® - Certified Financial Planner TM
Licenses
NASD Series 7, 66, Life, Health and Variable Insurance
Gary Quinzel, CFA Gary Quinzel, CFA's Merrill Lynch Experience January 2013 - Present
Job Portfolio Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch April 2006 - January 2012
Merrill Lynch May 2004 - April 2006
Skills
Market Research, Trading, Communication, Financial Analysis, Portfolio Management, Multi Tasking, Sales, Business Relationship..., Series 7, Equities, Bloomberg, Equity Trading, Capital Markets, Equity Research, Trading Systems, Investment Advisory, Electronic Trading, Series 63, Mutual Funds
Education
Seton Hall University 2006 — 2009
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2000 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Merrill Lynch January 2013 - Present
Bank of America Merrill Lynch April 2006 - January 2012
Merrill Lynch May 2004 - April 2006
Skills
Market Research, Trading, Communication, Financial Analysis, Portfolio Management, Multi Tasking, Sales, Business Relationship..., Series 7, Equities, Bloomberg, Equity Trading, Capital Markets, Equity Research, Trading Systems, Investment Advisory, Electronic Trading, Series 63, Mutual Funds
Education
Seton Hall University 2006 — 2009
Master of Business Administration (MBA), Finance, General
The College of New Jersey 2000 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Miguel Romao's Merrill Lynch Experience February 2010 - July 2011
Job Manager Financial Planning and Analysis at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics December 2014 - Present
S&P Dow Jones Indices October 2013 - December 2014
S&P Dow Jones Indices July 2011 - October 2013
Merrill Lynch February 2010 - July 2011
Sovereign Bank June 2007 - April 2010
Skills
Microsoft Office, Sales, Microsoft Excel, Strategic Financial..., Financial Analysis, Derivatives, Financial Services, Corporate Finance, Banking, Finance, Financial Markets, Financial Modeling, Bloomberg, Economics, Financial Reporting, Financial Planning
Education
Seton Hall University 2012 — 2014
Master's of Business Administration (MBA), Finance & International Business
Seton Hall University 2007 — 2011
Bachelors of Science in Business Administration, Economics, Modern Languages (French/Spanish)
Moody's Analytics December 2014 - Present
S&P Dow Jones Indices October 2013 - December 2014
S&P Dow Jones Indices July 2011 - October 2013
Merrill Lynch February 2010 - July 2011
Sovereign Bank June 2007 - April 2010
Skills
Microsoft Office, Sales, Microsoft Excel, Strategic Financial..., Financial Analysis, Derivatives, Financial Services, Corporate Finance, Banking, Finance, Financial Markets, Financial Modeling, Bloomberg, Economics, Financial Reporting, Financial Planning
Education
Seton Hall University 2012 — 2014
Master's of Business Administration (MBA), Finance & International Business
Seton Hall University 2007 — 2011
Bachelors of Science in Business Administration, Economics, Modern Languages (French/Spanish)
Christina Perelli Christina Perelli's Merrill Lynch Experience September 2007 - November 2008
Job Founder Global Alliance for Community Development
Industry International Trade and Development
Experience
United Way of New York City May 2012 - Present
Global Alliance for Community Development October 2010 - Present
housing and neighborhood development services (HANDS) August 2008 - December 2008
Merrill Lynch September 2007 - November 2008
Skills
Research, International..., Public Policy, Non-profits, Politics, Community Outreach, Program Development, Government, Proposal Writing, Program Management, Spanish, Program Evaluation, Capacity Building, Community Development, International Trade, Conflict Resolution, Organizational...
Education
Seton Hall University 2005 — 2007
Masters, Diplomacy and International Relations
State University of New York College at Cortland 2001 — 2005
International Studies, Economics
United Way of New York City May 2012 - Present
Global Alliance for Community Development October 2010 - Present
housing and neighborhood development services (HANDS) August 2008 - December 2008
Merrill Lynch September 2007 - November 2008
Skills
Research, International..., Public Policy, Non-profits, Politics, Community Outreach, Program Development, Government, Proposal Writing, Program Management, Spanish, Program Evaluation, Capacity Building, Community Development, International Trade, Conflict Resolution, Organizational...
Education
Seton Hall University 2005 — 2007
Masters, Diplomacy and International Relations
State University of New York College at Cortland 2001 — 2005
International Studies, Economics
Robert Perez Robert Perez's Merrill Lynch Experience July 1992 - March 2001
Job Senior IT Manager | Product Management | CTO | Financial Services | Electronic Trading
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Gain Capital May 2011 - October 2014
ICAP Group Inc January 2005 - April 2011
TD Waterhouse March 2001 - December 2004
Merrill Lynch July 1992 - March 2001
Skills
Electronic Trading, Trading, Trading Systems, Risk Management, Market Data, FX trading, Strategy, Financial Services, SDLC, Portfolio Management, Agile Methodologies, XML, Foreign Exchange, UML, Project Managers, C++, Product Management, Java, Business Analysis, Pragmatic Marketing..., .NET, Product Development, Fixed Income, FX Trading, Management
Education
Fairleigh Dickinson University-Metropolitan Campus 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Seton Hall University 1989 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
JPMorgan Chase & Co. May 2015 - Present
Gain Capital May 2011 - October 2014
ICAP Group Inc January 2005 - April 2011
TD Waterhouse March 2001 - December 2004
Merrill Lynch July 1992 - March 2001
Skills
Electronic Trading, Trading, Trading Systems, Risk Management, Market Data, FX trading, Strategy, Financial Services, SDLC, Portfolio Management, Agile Methodologies, XML, Foreign Exchange, UML, Project Managers, C++, Product Management, Java, Business Analysis, Pragmatic Marketing..., .NET, Product Development, Fixed Income, FX Trading, Management
Education
Fairleigh Dickinson University-Metropolitan Campus 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Seton Hall University 1989 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Judi McInerney Judi McInerney's Merrill Lynch Experience March 1989 - October 1992
Job Insurance Examiner
Industry Insurance
Experience
Greater New York Insurance Companies Sr. Claim SpecialistUtica National Insurance GroupAugust 2000 - December 2010
Liberty Mutual Insurance October 1992 - January 2000
Merrill Lynch March 1989 - October 1992
Skills
Arbitration, Casualty, Claim, Claims Handling, Claims Resolution, Commercial Insurance, Customer Service, Legal Liability, Liability, Mediation, Negotiation, Property, Underwriting, Casualty Insurance
Education
Seton Hall University 1982 — 1986
BA, Classical Studies
Greater New York Insurance Companies Sr. Claim SpecialistUtica National Insurance GroupAugust 2000 - December 2010
Liberty Mutual Insurance October 1992 - January 2000
Merrill Lynch March 1989 - October 1992
Skills
Arbitration, Casualty, Claim, Claims Handling, Claims Resolution, Commercial Insurance, Customer Service, Legal Liability, Liability, Mediation, Negotiation, Property, Underwriting, Casualty Insurance
Education
Seton Hall University 1982 — 1986
BA, Classical Studies
Harry Carbaugh's Merrill Lynch Experience January 2006 - June 2007
Job Investment Management Associate at BlackRock
Industry Investment Management
Experience
BlackRock March 2014 - Present
Equinox Fund Management August 2011 - March 2014
Morgan Stanley Smith Barney June 2007 - August 2011
Merrill Lynch January 2006 - June 2007
Skills
Mutual Funds, Sales, ETFs, Retirement, Liquid Alternative..., Unit Investment Trusts, Portfolio Assessment, SMAs, Strategic Financial..., Investment Management, Series 7, Separately Managed..., Managed Futures, Series 63, Fixed Annuities, Asset Allocation, Financial Planning, Fixed Income, Alternative Investments
Education
Seton Hall University 2000 — 2005
Bachelor's degree, Finance, General
BlackRock March 2014 - Present
Equinox Fund Management August 2011 - March 2014
Morgan Stanley Smith Barney June 2007 - August 2011
Merrill Lynch January 2006 - June 2007
Skills
Mutual Funds, Sales, ETFs, Retirement, Liquid Alternative..., Unit Investment Trusts, Portfolio Assessment, SMAs, Strategic Financial..., Investment Management, Series 7, Separately Managed..., Managed Futures, Series 63, Fixed Annuities, Asset Allocation, Financial Planning, Fixed Income, Alternative Investments
Education
Seton Hall University 2000 — 2005
Bachelor's degree, Finance, General
Accursio Marciante Accursio Marciante's Merrill Lynch Experience December 1994 - November 2000
Job Tax Team Manager at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank February 2014 - Present
Standard Chartered Bank May 2013 - February 2014
Deutsche Bank March 2013 - May 2013
Morgan Stanley March 2011 - February 2013
Fidelity Investments August 2007 - February 2011
Elizabeth Economic Development Company June 2003 - July 2007
Deloitte November 2000 - June 2003
Merrill Lynch December 1994 - November 2000
Skills
Tax Reporting, Tax Compliance, Tax Operations, Tax Reporting Statements, Regulatory Filings, IRS problem resolution, Penalty Abatement, Business Continuity..., 1099 Preparation, B-Notices, C-Notices, Series 99 Operations..., Financial Analysis, Securities, Accounting, Tax, Business Requirements, Corporate Tax, Analysis, Banking, Financial Services, Auditing, Process Improvement, Account Reconciliation, Risk Management, Finance, Internal Audit
Education
Seton Hall University 1990 — 1993
BS, Business Administration
Union County College 1987 — 1990
Associated Degree, Accounting
Standard Chartered Bank February 2014 - Present
Standard Chartered Bank May 2013 - February 2014
Deutsche Bank March 2013 - May 2013
Morgan Stanley March 2011 - February 2013
Fidelity Investments August 2007 - February 2011
Elizabeth Economic Development Company June 2003 - July 2007
Deloitte November 2000 - June 2003
Merrill Lynch December 1994 - November 2000
Skills
Tax Reporting, Tax Compliance, Tax Operations, Tax Reporting Statements, Regulatory Filings, IRS problem resolution, Penalty Abatement, Business Continuity..., 1099 Preparation, B-Notices, C-Notices, Series 99 Operations..., Financial Analysis, Securities, Accounting, Tax, Business Requirements, Corporate Tax, Analysis, Banking, Financial Services, Auditing, Process Improvement, Account Reconciliation, Risk Management, Finance, Internal Audit
Education
Seton Hall University 1990 — 1993
BS, Business Administration
Union County College 1987 — 1990
Associated Degree, Accounting
Gallagher, Neil's Merrill Lynch Experience September 1989 - November 2007
Job Vice President at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb November 2007 - Present
Merrill Lynch September 1989 - November 2007
Prudential-Bache Securities November 1988 - September 1989
Shearson Lehman Hutton February 1988 - November 1988
EF Hutton & Company July 1987 - February 1988
Skills
Team Leadership, Brand Development, Corporate Communications, Marketing, Brand Management, Financial Services, Social Media, Pharmaceutical Industry, Biopharmaceuticals, Marketing Strategy, Integrated Marketing, Marketing Communications, Global Marketing, Market Research, Segmentation, Digital Marketing, Strategic Planning, Competitive Intelligence, SEO, Strategy, Advertising, Social Media Marketing, Licensing, Media Planning, Business, Competitive Analysis
Education
Seton Hall University 1983 — 1987
Bachelor of Science in Business Administration, Marketing
St. Joseph High School 1979 — 1983
High School Diploma
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
Bristol-Myers Squibb November 2007 - Present
Merrill Lynch September 1989 - November 2007
Prudential-Bache Securities November 1988 - September 1989
Shearson Lehman Hutton February 1988 - November 1988
EF Hutton & Company July 1987 - February 1988
Skills
Team Leadership, Brand Development, Corporate Communications, Marketing, Brand Management, Financial Services, Social Media, Pharmaceutical Industry, Biopharmaceuticals, Marketing Strategy, Integrated Marketing, Marketing Communications, Global Marketing, Market Research, Segmentation, Digital Marketing, Strategic Planning, Competitive Intelligence, SEO, Strategy, Advertising, Social Media Marketing, Licensing, Media Planning, Business, Competitive Analysis
Education
Seton Hall University 1983 — 1987
Bachelor of Science in Business Administration, Marketing
St. Joseph High School 1979 — 1983
High School Diploma
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
St. James the Apostle School
Jack Krug Jack Krug's Merrill Lynch Experience 1980 - 1985
Job Independent Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Merrill Lynch 1980 - 1985
western electric 1971 - 1977
Prudential Insurance 1966 - 1971
Education
Seton Hall University 1960 — 1975
BS, MA, Education, English
Merrill Lynch 1980 - 1985
western electric 1971 - 1977
Prudential Insurance 1966 - 1971
Education
Seton Hall University 1960 — 1975
BS, MA, Education, English
Andrew O. Prempeh's Merrill Lynch Experience November 2006 - September 2011
Job Communications Specialist, Pearson
Industry Public Relations and Communications
Experience
Pearson May 2015 - Present
Tesla Motors November 2014 - May 2015
United Nations August 2012 - December 2012
Merrill Lynch November 2006 - September 2011
Skills
Social Media, Editing, Research, Customer Service, International Relations, Public Speaking, Microsoft Office, PowerPoint, Press Releases, Political Science, Strategic Communications, Analysis, Facebook, Teamwork, Microsoft Excel, Politics, Management, SPSS, Public Relations, Windows, Foreign Languages, Nonprofits, Policy, OS X, Data Analysis, Policy Analysis, Training, Mac OS X, Africa, Sub-Saharan Africa, Social Networking, Wordpress, Marketing, Proofreading, WordPress, Event Planning, Community Outreach, Leadership
Education
Seton Hall University 2012 — 2014
Master of Arts (M.A.), International Relations and Diplomacy
Seton Hall University 2012 — 2014
Master of Arts (M.A.), Strategic Communication
University of Scranton
Bachelor of Arts (BA), International Studies, Philosophy
University of International Business and Economics 2005 — 2005
Bachelor of Arts, Philosophy and International Studies.International Experience
Pearson May 2015 - Present
Tesla Motors November 2014 - May 2015
United Nations August 2012 - December 2012
Merrill Lynch November 2006 - September 2011
Skills
Social Media, Editing, Research, Customer Service, International Relations, Public Speaking, Microsoft Office, PowerPoint, Press Releases, Political Science, Strategic Communications, Analysis, Facebook, Teamwork, Microsoft Excel, Politics, Management, SPSS, Public Relations, Windows, Foreign Languages, Nonprofits, Policy, OS X, Data Analysis, Policy Analysis, Training, Mac OS X, Africa, Sub-Saharan Africa, Social Networking, Wordpress, Marketing, Proofreading, WordPress, Event Planning, Community Outreach, Leadership
Education
Seton Hall University 2012 — 2014
Master of Arts (M.A.), International Relations and Diplomacy
Seton Hall University 2012 — 2014
Master of Arts (M.A.), Strategic Communication
University of Scranton
Bachelor of Arts (BA), International Studies, Philosophy
University of International Business and Economics 2005 — 2005
Bachelor of Arts, Philosophy and International Studies.International Experience
J. Michael Booth, PMP J. Michael Booth, PMP's Merrill Lynch Experience June 1998 - November 2002
Job Results Driven Program / Project Manager
Industry Information Technology and Services
Experience
PVH / Modis November 2014 - May 2015
Starpoint Solutions February 2012 - November 2014
Pershing LLC, BNY Mellon January 2008 - November 2011
Bear Stearns & Company June 2007 - December 2007
Merrill Lynch / Princeton Information January 2003 - November 2006
Merrill Lynch June 1998 - November 2002
Skills
Business Intelligence, Product Lifecycle..., Program Management, Vendor Management, Integration, Project Management, MS Project, PMP, Performance Management, PMO, SDLC, Strategy, Management, Leadership, Resource Management, Risk Management, Project Portfolio..., Business Requirements, Testing, CRM, Software Documentation, Software Development, Analysis, Team Management, Business Analysis, Data Warehousing, Business Process..., IT Strategy, Requirements Analysis, Information Technology, Software Project..., Requirements Gathering, Outsourcing, Process Improvement, Access, Business Process, IT Management, Visio, Microsoft Project
Education
Seton Hall University
BS, Marketing
Chubb Institute
Technical Certificate, Programming
Project Management Institute
PMP Certification
PVH / Modis November 2014 - May 2015
Starpoint Solutions February 2012 - November 2014
Pershing LLC, BNY Mellon January 2008 - November 2011
Bear Stearns & Company June 2007 - December 2007
Merrill Lynch / Princeton Information January 2003 - November 2006
Merrill Lynch June 1998 - November 2002
Skills
Business Intelligence, Product Lifecycle..., Program Management, Vendor Management, Integration, Project Management, MS Project, PMP, Performance Management, PMO, SDLC, Strategy, Management, Leadership, Resource Management, Risk Management, Project Portfolio..., Business Requirements, Testing, CRM, Software Documentation, Software Development, Analysis, Team Management, Business Analysis, Data Warehousing, Business Process..., IT Strategy, Requirements Analysis, Information Technology, Software Project..., Requirements Gathering, Outsourcing, Process Improvement, Access, Business Process, IT Management, Visio, Microsoft Project
Education
Seton Hall University
BS, Marketing
Chubb Institute
Technical Certificate, Programming
Project Management Institute
PMP Certification
Jackie Perri Jackie Perri's Merrill Lynch Experience February 2002 - March 2004
Job Institutional Review Board (IRB) Specialist at Stryker
Industry Medical Devices
Experience
Stryker December 2014 - Present
Small Bone Innovations, Inc. November 2012 - December 2014
Small Bone Innovations, Inc. October 2010 - December 2013
Small Bone Innovations, Inc. September 2010 - October 2010
Rein Capital October 2007 - 2009
QMed January 2005 - October 2007
Merrill Lynch February 2002 - March 2004
Merrill Lynch June 2000 - February 2002
Skills
Microsoft Excel, Product Launch, New Business Development, Process Improvement, Medical Devices, Sales, Social Media, Market Development, Account Management, Cardiology, Forecasting, Healthcare, Capital Equipment, Sales Management, Cross-functional Team..., Sales Operations, Product Development, Management
Education
Seton Hall University 1990 — 1994
LHS
Stryker December 2014 - Present
Small Bone Innovations, Inc. November 2012 - December 2014
Small Bone Innovations, Inc. October 2010 - December 2013
Small Bone Innovations, Inc. September 2010 - October 2010
Rein Capital October 2007 - 2009
QMed January 2005 - October 2007
Merrill Lynch February 2002 - March 2004
Merrill Lynch June 2000 - February 2002
Skills
Microsoft Excel, Product Launch, New Business Development, Process Improvement, Medical Devices, Sales, Social Media, Market Development, Account Management, Cardiology, Forecasting, Healthcare, Capital Equipment, Sales Management, Cross-functional Team..., Sales Operations, Product Development, Management
Education
Seton Hall University 1990 — 1994
LHS
Joshua Vath's Merrill Lynch Experience June 2007 - May 2008
Job Trader
Industry Oil & Energy
Experience
Morgan Stanley May 2015 - Present
Calpine April 2011 - May 2015
Deutsche Bank May 2008 - April 2011
Merrill Lynch June 2007 - May 2008
JPMorgan Chase March 2006 - May 2007
Morgan Stanley October 2002 - February 2006
Pacific Gas Energy Trading June 2001 - August 2002
Dominion Virginia Power April 2000 - May 2001
Bloomberg LP August 1999 - April 2000
Skills
Derivatives, Financial Modeling, Trading, Valuation, Equities, Options, Commodity, Risk Management, Portfolio Management, Bloomberg, Hedging, Asset Managment, Financial Analysis, Capital Markets, Investment Banking, Natural Gas, Financial Risk, Finance, Commodity Markets, Strategy, Market Risk, Asset Management, Energy
Education
Seton Hall University 1994 — 1999
Bachelor of Science (BS), Finance, General
Cedar Grove High School 1990 — 1994
Morgan Stanley May 2015 - Present
Calpine April 2011 - May 2015
Deutsche Bank May 2008 - April 2011
Merrill Lynch June 2007 - May 2008
JPMorgan Chase March 2006 - May 2007
Morgan Stanley October 2002 - February 2006
Pacific Gas Energy Trading June 2001 - August 2002
Dominion Virginia Power April 2000 - May 2001
Bloomberg LP August 1999 - April 2000
Skills
Derivatives, Financial Modeling, Trading, Valuation, Equities, Options, Commodity, Risk Management, Portfolio Management, Bloomberg, Hedging, Asset Managment, Financial Analysis, Capital Markets, Investment Banking, Natural Gas, Financial Risk, Finance, Commodity Markets, Strategy, Market Risk, Asset Management, Energy
Education
Seton Hall University 1994 — 1999
Bachelor of Science (BS), Finance, General
Cedar Grove High School 1990 — 1994
David Harry David Harry's Merrill Lynch Experience August 2014 - Present
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
PNC Bank May 2014 - August 2014
Gucci Group February 2013 - May 2013
Summit Financial Resources, Inc. October 2012 - January 2013
Skills
Auditing, Marketing Communications, Microsoft Excel, Financial Planning, Finance, Investments, Sales, Journal Entries, Data Analysis, Banking, Credit, PowerPoint, Financial Reporting, Time Management, Teamwork, Microsoft Word, Customer Service, Retirement, Financial Analysis, Analysis
Education
Seton Hall University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Merrill Lynch August 2014 - Present
PNC Bank May 2014 - August 2014
Gucci Group February 2013 - May 2013
Summit Financial Resources, Inc. October 2012 - January 2013
Skills
Auditing, Marketing Communications, Microsoft Excel, Financial Planning, Finance, Investments, Sales, Journal Entries, Data Analysis, Banking, Credit, PowerPoint, Financial Reporting, Time Management, Teamwork, Microsoft Word, Customer Service, Retirement, Financial Analysis, Analysis
Education
Seton Hall University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
LYNVAL MILLER LYNVAL MILLER's Merrill Lynch Experience January 2012 - September 2012
Job Human Resources Manager at Westminster Hotel
Industry Human Resources
Experience
Westminster Hotel March 2013 - Present
HOPE Worldwide November 2012 - March 2013
Merrill Lynch January 2012 - September 2012
The Grand Summit Hotel May 1999 - November 2011
Miele Patisierie 2006 - 2009
Miele Patisierie 2006 - 2009
Gibbs College February 2001 - April 2006
Wells Fargo June 1997 - April 1999
Nathans Famous Inc May 1984 - May 1997
Skills
Orientation, HR Policies, Hiring, Benefits, Employee Relations, Compensation, Succession Planning, Coaching, Employment Law, Performance Management, Organizational..., Teaching, Talent Management, Onboarding, Workers Compensation, EEO compliance, Payroll Processing, ADP Payroll, PeopleSoft, Employee Handbooks, Employee Benefits, New Hire Orientations, Recruiting, Payroll, Personnel Management, Deferred Compensation, Employee Training, Temporary Placement, Interviews, Leadership, Human Resources, Performance Appraisal, Training, Management
Education
Seton Hall University 1994 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Seton Hall University 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Westminster Hotel March 2013 - Present
HOPE Worldwide November 2012 - March 2013
Merrill Lynch January 2012 - September 2012
The Grand Summit Hotel May 1999 - November 2011
Miele Patisierie 2006 - 2009
Miele Patisierie 2006 - 2009
Gibbs College February 2001 - April 2006
Wells Fargo June 1997 - April 1999
Nathans Famous Inc May 1984 - May 1997
Skills
Orientation, HR Policies, Hiring, Benefits, Employee Relations, Compensation, Succession Planning, Coaching, Employment Law, Performance Management, Organizational..., Teaching, Talent Management, Onboarding, Workers Compensation, EEO compliance, Payroll Processing, ADP Payroll, PeopleSoft, Employee Handbooks, Employee Benefits, New Hire Orientations, Recruiting, Payroll, Personnel Management, Deferred Compensation, Employee Training, Temporary Placement, Interviews, Leadership, Human Resources, Performance Appraisal, Training, Management
Education
Seton Hall University 1994 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Seton Hall University 1994 — 1998
Bachelor's degree, Business Administration and Management, General
Jay Reina's Merrill Lynch Experience October 2007 - May 2008
Job Sr. Service Manager / Storage Services at ADP
Industry Information Technology and Services
Experience
ADP July 2012 - Present
Comerica Bank August 2011 - July 2012
HP November 2010 - August 2011
Wells Fargo 2010 - 2010
Genesis10 November 2008 - November 2009
Merrill Lynch October 2007 - May 2008
T-Systems January 2006 - August 2007
Champion Solutions Group March 2004 - December 2005
Burger King, Corp. October 2001 - March 2004
Skills
Disaster Recovery, Data Center, SAN, IT Operations, Vendor Management, Security, Storage, Infrastructure, Program Management, IT Management, NAS, PMP, Visio, VMware, Infrastructure Projects, PHP, ActionScript, Web Design, Photoshop, IBM Servers, Software Development, Networking, Windows Server, VM, EMC, Xcode, Application Development, Cisco Switches, Cisco, IBM iSeries, Storage Services, Storage Service Manager, EMC VMAX, EMC Storage, NetApp, IBM XIV, CommVault, Netbackup, VSP, VMware ESX, Hitachi Storage, Arxscan, ITIL v3 Foundations..., Service Desk Management, SharePoint Designer, Integration, Management
Education
Universidad del Sagrado Corazón 1989 — 1992
Bachelor's degree, Communication and Media Studies
Seton Hall University 1989 — 1991
Communications
ADP July 2012 - Present
Comerica Bank August 2011 - July 2012
HP November 2010 - August 2011
Wells Fargo 2010 - 2010
Genesis10 November 2008 - November 2009
Merrill Lynch October 2007 - May 2008
T-Systems January 2006 - August 2007
Champion Solutions Group March 2004 - December 2005
Burger King, Corp. October 2001 - March 2004
Skills
Disaster Recovery, Data Center, SAN, IT Operations, Vendor Management, Security, Storage, Infrastructure, Program Management, IT Management, NAS, PMP, Visio, VMware, Infrastructure Projects, PHP, ActionScript, Web Design, Photoshop, IBM Servers, Software Development, Networking, Windows Server, VM, EMC, Xcode, Application Development, Cisco Switches, Cisco, IBM iSeries, Storage Services, Storage Service Manager, EMC VMAX, EMC Storage, NetApp, IBM XIV, CommVault, Netbackup, VSP, VMware ESX, Hitachi Storage, Arxscan, ITIL v3 Foundations..., Service Desk Management, SharePoint Designer, Integration, Management
Education
Universidad del Sagrado Corazón 1989 — 1992
Bachelor's degree, Communication and Media Studies
Seton Hall University 1989 — 1991
Communications
Joe Barragato's Merrill Lynch Experience June 2002 - June 2004
Job Pharmaceutical Sales Representative at Daiichi Sankyo, Inc.
Industry Pharmaceuticals
Experience
Daiichi Sankyo, Inc. June 2014 - Present
Kreg Therapeutics April 2011 - July 2012
Redi-Mail Direct Marketing April 2007 - April 2011
Merrill Lynch June 2002 - June 2004
Skills
Sales, Product Launch, Pharmaceutical Sales, New Business Development, Sales Management, Email Marketing, Medical Devices, Direct Mail, Account Management, Cold Calling, Marketing, Sales Presentations, Healthcare, Marketing Strategy, Selling Skills, Leadership, Sales Force Development, Sales Process, Sales Operations, Salesforce.com, Direct Sales
Education
Seton Hall University 2002 — 2006
Bachelor's degree, History
Dumont High School 1998 — 2002
Daiichi Sankyo, Inc. June 2014 - Present
Kreg Therapeutics April 2011 - July 2012
Redi-Mail Direct Marketing April 2007 - April 2011
Merrill Lynch June 2002 - June 2004
Skills
Sales, Product Launch, Pharmaceutical Sales, New Business Development, Sales Management, Email Marketing, Medical Devices, Direct Mail, Account Management, Cold Calling, Marketing, Sales Presentations, Healthcare, Marketing Strategy, Selling Skills, Leadership, Sales Force Development, Sales Process, Sales Operations, Salesforce.com, Direct Sales
Education
Seton Hall University 2002 — 2006
Bachelor's degree, History
Dumont High School 1998 — 2002
Nancy Fucci Nancy Fucci's Merrill Lynch Experience 2013 - 2014
Job Event Coordinator at Hogan Lovells
Industry Events Services
Experience
Hogan Lovells 2015 - Present
Fitch Learning 2014 - 2014
Merrill Lynch 2013 - 2014
Barclays Bank 2009 - 2013
24/7 Media Inc. 2009 - 2009
Bank of America 2007 - 2009
LIBERTY HEALTH ADVANTAGE 2005 - 2007
Health Net 2003 - 2005
Skills
Event Planning, Roadshows, Program Management, Logistics Management, Event Management, Project Management, Finance, Financial Training, Marketing, Customer Service, Leadership, Social Networking, Public Speaking, Microsoft Office
Education
Seton Hall University 1999 — 2003
Bachelor of Science, Business Administration; Sport Management, 4.0
Hogan Lovells 2015 - Present
Fitch Learning 2014 - 2014
Merrill Lynch 2013 - 2014
Barclays Bank 2009 - 2013
24/7 Media Inc. 2009 - 2009
Bank of America 2007 - 2009
LIBERTY HEALTH ADVANTAGE 2005 - 2007
Health Net 2003 - 2005
Skills
Event Planning, Roadshows, Program Management, Logistics Management, Event Management, Project Management, Finance, Financial Training, Marketing, Customer Service, Leadership, Social Networking, Public Speaking, Microsoft Office
Education
Seton Hall University 1999 — 2003
Bachelor of Science, Business Administration; Sport Management, 4.0
Alexa Santis's Merrill Lynch Experience June 2014 - August 2014
Job Internal Audit Intern at ADP
Industry Financial Services
Experience
ADP June 2015 - Present
Seton Hall University August 2012 - Present
Merrill Lynch June 2014 - August 2014
Belles' Sports Bar and Grill June 2013 - August 2013
Carrabba's Italian Grill January 2012 - May 2013
Pool Watch Company May 2010 - August 2012
Windsor Knolls Swim Team May 2009 - July 2012
Skills
Time Management, Restaurants, Hospitality, Food Service, Food & Beverage, Facebook, Finance, Business administration, Microsoft Office, Microsoft Excel, Salesforce.com, Mathematics, Event Planning, Teamwork
Education
Seton Hall University 2012 — 2016
Bachelor of Science (BS), Mathematical Finance
Urbana HIgh School 2008 — 2012
High School Degree
ADP June 2015 - Present
Seton Hall University August 2012 - Present
Merrill Lynch June 2014 - August 2014
Belles' Sports Bar and Grill June 2013 - August 2013
Carrabba's Italian Grill January 2012 - May 2013
Pool Watch Company May 2010 - August 2012
Windsor Knolls Swim Team May 2009 - July 2012
Skills
Time Management, Restaurants, Hospitality, Food Service, Food & Beverage, Facebook, Finance, Business administration, Microsoft Office, Microsoft Excel, Salesforce.com, Mathematics, Event Planning, Teamwork
Education
Seton Hall University 2012 — 2016
Bachelor of Science (BS), Mathematical Finance
Urbana HIgh School 2008 — 2012
High School Degree
Nicole Krivak-Sheehan, CPA Nicole Krivak-Sheehan, CPA's Merrill Lynch Experience August 2006 - June 2010
Job CPA
Industry Accounting
Experience
Self-employed November 2013 - Present
Morgan Stanley June 2010 - November 2013
Merrill Lynch August 2006 - June 2010
Skills
Accounting, CPA, Personal Financial..., Small Business, Income Tax, Tax Preparation, Payroll
Education
Seton Hall University
Accounting
Self-employed November 2013 - Present
Morgan Stanley June 2010 - November 2013
Merrill Lynch August 2006 - June 2010
Skills
Accounting, CPA, Personal Financial..., Small Business, Income Tax, Tax Preparation, Payroll
Education
Seton Hall University
Accounting
Justin Bowe Justin Bowe's Merrill Lynch Experience May 2006 - August 2006
Job Account Director at GMR Marketing
Industry Sports
Experience
GMR Marketing January 2015 - Present
Van Wagner Sports Group December 2012 - January 2015
Van Wagner Sports Group January 2007 - December 2012
Van Wagner Sports Group June 2007 - June 2009
Van Wagner Sports Group January 2007 - June 2007
Merrill Lynch May 2006 - August 2006
Skills
Sports Marketing, Sponsorship, Event Marketing, Sports, Facebook, Sales, Management, Strategy, Marketing, Social Media Marketing, Social Networking, Integrated Marketing, Event Management, Advertising
Education
Seton Hall University 2003 — 2007
BS, Business - Marketing, Management and International Business
GMR Marketing January 2015 - Present
Van Wagner Sports Group December 2012 - January 2015
Van Wagner Sports Group January 2007 - December 2012
Van Wagner Sports Group June 2007 - June 2009
Van Wagner Sports Group January 2007 - June 2007
Merrill Lynch May 2006 - August 2006
Skills
Sports Marketing, Sponsorship, Event Marketing, Sports, Facebook, Sales, Management, Strategy, Marketing, Social Media Marketing, Social Networking, Integrated Marketing, Event Management, Advertising
Education
Seton Hall University 2003 — 2007
BS, Business - Marketing, Management and International Business
Joshua Houseworth Joshua Houseworth's Merrill Lynch Experience July 2006 - February 2008
Job Operations Manager at Tower Water
Industry Facilities Services
Experience
Tower Water Executive AssistantDiversityIncAugust 2011 - October 2011
O'Brien's Response Management June 2008 - April 2011
Merrill Lynch July 2006 - February 2008
Media Mastr 2005 - 2006
Skills
Database Management, Microsoft Office, Client Services
Education
Seton Hall University 1999 — 2003
Bachelor of Science, Computer Science
Tower Water Executive AssistantDiversityIncAugust 2011 - October 2011
O'Brien's Response Management June 2008 - April 2011
Merrill Lynch July 2006 - February 2008
Media Mastr 2005 - 2006
Skills
Database Management, Microsoft Office, Client Services
Education
Seton Hall University 1999 — 2003
Bachelor of Science, Computer Science
Luis J. Cordero Luis J. Cordero's Merrill Lynch Experience August 2006 - August 2008
Job Director of Legal Affairs at HELP USA
Industry Nonprofit Organization Management
Experience
HELP USA August 2008 - Present
Merrill Lynch August 2006 - August 2008
Smith Barney November 2004 - January 2006
TD Waterhouse Investor Services 2001 - 2004
Skills
Community Outreach, Public Speaking, Corporate Finance, Social Networking, Fundraising, Event Planning, Event Management, Social Media, Microsoft Office, Non-profits, Customer Service, Grant Writing, Research, Training, Program Development, Strategic Planning, Volunteer Management, Microsoft Excel, Nonprofits, Public Relations, Litigation, Corporate Governance, Leadership, Editing, Program Management, Community Development, Outlook, PowerPoint
Education
Seton Hall University 1981 — 1985
BA, Criminal Jusice
HELP USA August 2008 - Present
Merrill Lynch August 2006 - August 2008
Smith Barney November 2004 - January 2006
TD Waterhouse Investor Services 2001 - 2004
Skills
Community Outreach, Public Speaking, Corporate Finance, Social Networking, Fundraising, Event Planning, Event Management, Social Media, Microsoft Office, Non-profits, Customer Service, Grant Writing, Research, Training, Program Development, Strategic Planning, Volunteer Management, Microsoft Excel, Nonprofits, Public Relations, Litigation, Corporate Governance, Leadership, Editing, Program Management, Community Development, Outlook, PowerPoint
Education
Seton Hall University 1981 — 1985
BA, Criminal Jusice
Lawrence McFarlane Lawrence McFarlane's Merrill Lynch Experience March 2000 - March 2001
Job Sr IT Specialist at Wells Fargo
Industry Information Technology and Services
Experience
Wachovia, A Wells Fargo Company 2010 - Present
CIGNA August 2009 - Present
ETS October 2005 - August 2009
Princeton Information 2005 - 2009
Bristol-Myers Squibb March 2001 - October 2005
Merrill Lynch March 2000 - March 2001
Conectiv August 1998 - March 2000
Verizon June 1995 - August 1998
Matsushita June 1988 - June 1995
Pathmark Stores, Inc. May 1984 - June 1988
Education
Seton Hall University 1977 — 1981
Business
Wachovia, A Wells Fargo Company 2010 - Present
CIGNA August 2009 - Present
ETS October 2005 - August 2009
Princeton Information 2005 - 2009
Bristol-Myers Squibb March 2001 - October 2005
Merrill Lynch March 2000 - March 2001
Conectiv August 1998 - March 2000
Verizon June 1995 - August 1998
Matsushita June 1988 - June 1995
Pathmark Stores, Inc. May 1984 - June 1988
Education
Seton Hall University 1977 — 1981
Business
Glenn Rocca's Merrill Lynch Experience 2000 - 2004
Job Executive Manager at J. Fletcher Creamer & Son
Industry Construction
Experience
J. Fletcher Creamer & Son July 2005 - Present
Merrill Lynch 2000 - 2004
Skills
Contract Negotiation, Construction, Due Diligence, Budgets, Strategic Planning, Investments, Risk Management, Real Estate, Contract Management, Real Estate Development, Construction Management, Finance, Project Planning, Contractors, Process Scheduler, Procurement, Project Estimation, Change Orders, Value Engineering, Project Bidding, Subcontracting, Negotiation, Supervisory Skills, Pre-construction, Facilities Management, Commercial Real Estate, Land Development, Concrete, Feasibility Studies
Education
Seton Hall University School of Law 1980 — 1983
JD, Law
Seton Hall University 1975 — 1980
BA, Economics
J. Fletcher Creamer & Son July 2005 - Present
Merrill Lynch 2000 - 2004
Skills
Contract Negotiation, Construction, Due Diligence, Budgets, Strategic Planning, Investments, Risk Management, Real Estate, Contract Management, Real Estate Development, Construction Management, Finance, Project Planning, Contractors, Process Scheduler, Procurement, Project Estimation, Change Orders, Value Engineering, Project Bidding, Subcontracting, Negotiation, Supervisory Skills, Pre-construction, Facilities Management, Commercial Real Estate, Land Development, Concrete, Feasibility Studies
Education
Seton Hall University School of Law 1980 — 1983
JD, Law
Seton Hall University 1975 — 1980
BA, Economics
James Maher James Maher's Merrill Lynch Experience September 1986 - July 1990
Job LOYAL3
Industry Investment Management
Experience
LOYAL3 June 2013 - Present
Shang101, Inc. June 2011 - Present
Palo Alto Investors November 2010 - May 2011
ThinkEquity LLC November 2005 - November 2010
Wells Fargo 2002 - 2004
OffRoad Capital 1999 - 2001
Merrill Lynch September 1986 - July 1990
Skills
Research, Investments, Equities, Equity Research, Industry Analysis, Financial Modeling, Hedge Funds, Asset Management, Financial Analysis, Valuation, Analysis, Capital Markets, Competitive Analysis, Corporate Development, Due Diligence, Finance, Investment Banking, Management, Portfolio Management, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Business
Seton Hall University 1980 — 1985
BS, Computer Science
LOYAL3 June 2013 - Present
Shang101, Inc. June 2011 - Present
Palo Alto Investors November 2010 - May 2011
ThinkEquity LLC November 2005 - November 2010
Wells Fargo 2002 - 2004
OffRoad Capital 1999 - 2001
Merrill Lynch September 1986 - July 1990
Skills
Research, Investments, Equities, Equity Research, Industry Analysis, Financial Modeling, Hedge Funds, Asset Management, Financial Analysis, Valuation, Analysis, Capital Markets, Competitive Analysis, Corporate Development, Due Diligence, Finance, Investment Banking, Management, Portfolio Management, Private Equity, Start-ups, Strategy, Venture Capital
Education
University of California, Berkeley, Haas School of Business 1990 — 1992
MBA, Business
Seton Hall University 1980 — 1985
BS, Computer Science
Jason Stachowski's Merrill Lynch Experience June 2013 - Present
Job Client Associate Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
Lehigh Valley Home and Garden Center July 2010 - August 2012
Modells Sporting Goods Store January 2009 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, Finance
Education
Seton Hall University 2011 — 2015
Finance, Information Technology, 3.616
Stillman School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Information Technology
Merrill Lynch June 2013 - Present
Lehigh Valley Home and Garden Center July 2010 - August 2012
Modells Sporting Goods Store January 2009 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Visual Basic, Finance
Education
Seton Hall University 2011 — 2015
Finance, Information Technology, 3.616
Stillman School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Information Technology
Gene Ret's Merrill Lynch Experience February 1999 - March 2002
Job Agency Principal/Owner at Legacy Insurance Agency of New Jersey, LLC
Industry Insurance
Experience
Legacy Insurance Agency of NJ, LLC a member of FMJ Agency Alliance October 2010 - Present
Guaranteed Home Mortgage Company, Inc. October 2008 - October 2010
Country Funding, CFI March 2006 - September 2008
First American Title September 2002 - February 2006
Merrill Lynch February 1999 - March 2002
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Umbrella Insurance, Underwriting, Mortgage Lending, Mortgage Marketing, Investments, Loans, Financial Analysis, Mortgage Banking, Real Estate, FHA, Refinance, Banking, Insurance, Risk Management, Series 63, Financial Services, Portfolio Management, Credit, Reverse Mortgages, Loan Origination, Finance, Mortgage Underwriting, Sales, Management, Strategy, Strategic Planning, Real Estate Transactions
Education
Villanova University 1993 — 1997
BSBA, Finance
Seton Hall University 1997 — 1998
MBA, Finance
Ridgewood 1989 — 1993
High School Diploma, Business/Commerce, General
Legacy Insurance Agency of NJ, LLC a member of FMJ Agency Alliance October 2010 - Present
Guaranteed Home Mortgage Company, Inc. October 2008 - October 2010
Country Funding, CFI March 2006 - September 2008
First American Title September 2002 - February 2006
Merrill Lynch February 1999 - March 2002
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Umbrella Insurance, Underwriting, Mortgage Lending, Mortgage Marketing, Investments, Loans, Financial Analysis, Mortgage Banking, Real Estate, FHA, Refinance, Banking, Insurance, Risk Management, Series 63, Financial Services, Portfolio Management, Credit, Reverse Mortgages, Loan Origination, Finance, Mortgage Underwriting, Sales, Management, Strategy, Strategic Planning, Real Estate Transactions
Education
Villanova University 1993 — 1997
BSBA, Finance
Seton Hall University 1997 — 1998
MBA, Finance
Ridgewood 1989 — 1993
High School Diploma, Business/Commerce, General
Emilia Jarzynska's Merrill Lynch Experience May 2000 - August 2000
Job Marketing and Public Relations Professional
Industry Marketing and Advertising
Experience
UBM Life Sciences March 2014 - Present
Independent February 2013 - Present
The Creative Group 2015 - 2015
The Creative Group 2015 - 2015
AERC Recycling Solutions July 2007 - February 2013
Nielson Business Media April 2005 - September 2006
Loews Cineplex Entertainment August 2004 - January 2005
Schering-Plough Corporation August 2000 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Marketing, Public Relations, Direct Marketing, Integrated Marketing, Digital Marketing, Marketing Strategy, Email Marketing, Online Advertising, Social Media Marketing, Social Media, Market Research, New Business Development, Market Planning, Marketing Communications, Competitive Analysis, Sales Management, Social Networking, Account Management, Lead Generation, Event Management, Mergers, Advertising, Press Releases, Corporate Communications, Brand Management, Online Marketing, SEO
Education
Seton Hall University 2002 — 2004
MBA, Marketing
JM Internet Group 2011 — 2012
Certificate, Search Engine Optimization for Business
Seton Hall University 1998 — 2000
Certificate, Business Pre-Law
Seton Hall University 1996 — 2000
BS, Finance, Finance and Financial Management Services
UBM Life Sciences March 2014 - Present
Independent February 2013 - Present
The Creative Group 2015 - 2015
The Creative Group 2015 - 2015
AERC Recycling Solutions July 2007 - February 2013
Nielson Business Media April 2005 - September 2006
Loews Cineplex Entertainment August 2004 - January 2005
Schering-Plough Corporation August 2000 - August 2002
Merrill Lynch May 2000 - August 2000
Skills
Marketing, Public Relations, Direct Marketing, Integrated Marketing, Digital Marketing, Marketing Strategy, Email Marketing, Online Advertising, Social Media Marketing, Social Media, Market Research, New Business Development, Market Planning, Marketing Communications, Competitive Analysis, Sales Management, Social Networking, Account Management, Lead Generation, Event Management, Mergers, Advertising, Press Releases, Corporate Communications, Brand Management, Online Marketing, SEO
Education
Seton Hall University 2002 — 2004
MBA, Marketing
JM Internet Group 2011 — 2012
Certificate, Search Engine Optimization for Business
Seton Hall University 1998 — 2000
Certificate, Business Pre-Law
Seton Hall University 1996 — 2000
BS, Finance, Finance and Financial Management Services
Kelly Valli's Merrill Lynch Experience October 2010 - Present
Job
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Skills
Investments, Series 6, FINRA, Mutual Funds, Series 63, Asset Managment, Asset Allocation, Wealth Management, ETFs, Financial Services, Vendor Management, Project Management, Strategic Planning, New Business Development, Operations Management, Program Management, Change Management, 401k, Relationship Management, Investment Management, Retirement, Fund Of Funds, Fund Administration, Risk Management
Education
Seton Hall University 1993 — 1997
BS, Finance
Merrill Lynch October 2010 - Present
Skills
Investments, Series 6, FINRA, Mutual Funds, Series 63, Asset Managment, Asset Allocation, Wealth Management, ETFs, Financial Services, Vendor Management, Project Management, Strategic Planning, New Business Development, Operations Management, Program Management, Change Management, 401k, Relationship Management, Investment Management, Retirement, Fund Of Funds, Fund Administration, Risk Management
Education
Seton Hall University 1993 — 1997
BS, Finance
Sandie Thompson's Merrill Lynch Experience May 2014 - Present
Job Vice President GWIM Banking COO, Data and Analytics at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
Merrill Lynch June 2011 - May 2014
Merrill Lynch July 2008 - May 2011
Merrill Lynch February 2005 - June 2008
Merrill Lynch June 2000 - January 2005
EY October 1999 - June 2000
EY October 1996 - September 1999
EY October 1994 - September 1996
Skills
Financial Analysis, Finance, Analysis, Accounting, Budgets, Leadership, Management, Investments, Financial Reporting, Strategic Financial..., Risk Management, Program Management, Data Analysis, Financial Modeling, Financial Services, Managerial Finance, PMO, Executive Management, Technology Finance, Toad, SQL, Internal Controls, Project Management, Business Management, Ad Hoc Reporting, Portfolio Management, Essbase, Microsoft Office, Spreadsheet Design, Access, PowerPoint, Public Speaking, management reporting, Excel, Financial Forecasting, Expense Budgeting, Chargebacks, Cost Reduction Analysis, IT Audit, Variance Analysis, Training Presentations, Cross-functional..., Spreadsheets, Journal Entries, Training Programs, ITIL v3 Foundations..., Financial Planning
Education
Seton Hall University 1991 — 1994
BS, Accounting, 3.83
University of Tampa 1989 — 1991
Accounting, MIS, 3.5
Merrill Lynch May 2014 - Present
Merrill Lynch June 2011 - May 2014
Merrill Lynch July 2008 - May 2011
Merrill Lynch February 2005 - June 2008
Merrill Lynch June 2000 - January 2005
EY October 1999 - June 2000
EY October 1996 - September 1999
EY October 1994 - September 1996
Skills
Financial Analysis, Finance, Analysis, Accounting, Budgets, Leadership, Management, Investments, Financial Reporting, Strategic Financial..., Risk Management, Program Management, Data Analysis, Financial Modeling, Financial Services, Managerial Finance, PMO, Executive Management, Technology Finance, Toad, SQL, Internal Controls, Project Management, Business Management, Ad Hoc Reporting, Portfolio Management, Essbase, Microsoft Office, Spreadsheet Design, Access, PowerPoint, Public Speaking, management reporting, Excel, Financial Forecasting, Expense Budgeting, Chargebacks, Cost Reduction Analysis, IT Audit, Variance Analysis, Training Presentations, Cross-functional..., Spreadsheets, Journal Entries, Training Programs, ITIL v3 Foundations..., Financial Planning
Education
Seton Hall University 1991 — 1994
BS, Accounting, 3.83
University of Tampa 1989 — 1991
Accounting, MIS, 3.5
Dennis Caroselli's Merrill Lynch Experience June 2011 - Present
Job
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch April 2008 - 2011
Merrill Lynch 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Program Management, Strategic Planning, Leadership, Management, Marketing, Project Planning, Product Management, Financial Services, Governance, Budgets, Sales, Banking
Education
Seton Hall University 1990 — 1994
Merrill Lynch June 2011 - Present
Merrill Lynch April 2008 - 2011
Merrill Lynch 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
Wells Fargo 1997 - 2000
Skills
Program Management, Strategic Planning, Leadership, Management, Marketing, Project Planning, Product Management, Financial Services, Governance, Budgets, Sales, Banking
Education
Seton Hall University 1990 — 1994
Gerry Krako's Merrill Lynch Experience 1996 - 2007
Job Financial Services Consultant and Professional
Industry Financial Services
Experience
Merrill Lynch 1996 - 2007
Skills
Wealth Management, Series 7, Mutual Funds, Financial Services, Series 63, Alternative Investments, Strategic Financial..., Asset Allocation, FINRA, Investment Advisory, Investments, Hedge Funds, Investment Banking, Asset Management, Retirement Planning, Fixed Income, Banking, Equities, Securities, Portfolio Management, Wealth Management..., Financial Advisory, Capital Markets, ETFs, Derivatives, Uniform Combined State..., Financial Markets, Private Banking, Series 24, Bonds, Relationship Management, Financial Risk, Options, Structured Products, Private Equity, Bloomberg, Finance, Trading Systems, Electronic Trading, Risk Management, Estate Planning, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Insurance, 401k, Restructuring, Retirement, Employee Benefits
Education
Seton Hall University 1965 — 1969
Merrill Lynch 1996 - 2007
Skills
Wealth Management, Series 7, Mutual Funds, Financial Services, Series 63, Alternative Investments, Strategic Financial..., Asset Allocation, FINRA, Investment Advisory, Investments, Hedge Funds, Investment Banking, Asset Management, Retirement Planning, Fixed Income, Banking, Equities, Securities, Portfolio Management, Wealth Management..., Financial Advisory, Capital Markets, ETFs, Derivatives, Uniform Combined State..., Financial Markets, Private Banking, Series 24, Bonds, Relationship Management, Financial Risk, Options, Structured Products, Private Equity, Bloomberg, Finance, Trading Systems, Electronic Trading, Risk Management, Estate Planning, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Insurance, 401k, Restructuring, Retirement, Employee Benefits
Education
Seton Hall University 1965 — 1969
Inga Ochakovskaya's Merrill Lynch Experience 2006 - August 2007
Job DOD Analyst
Industry International Affairs
Experience
DOD June 2008 - Present
Merrill Lynch 2006 - August 2007
Skills
Foreign Policy, International Relations, Policy Analysis, Media Relations, Politics, Public Policy, Diplomacy, Government, Political Science, Public Speaking
Education
Seton Hall University 2006 — 2008
DOD June 2008 - Present
Merrill Lynch 2006 - August 2007
Skills
Foreign Policy, International Relations, Policy Analysis, Media Relations, Politics, Public Policy, Diplomacy, Government, Political Science, Public Speaking
Education
Seton Hall University 2006 — 2008
Ilene Muething's Merrill Lynch Experience 1984 - 1986
Job Vice President at Gap International
Industry Management Consulting
Experience
Gap International 1998 - Present
The London Perret Roche Group 1986 - 1998
Merrill Lynch 1984 - 1986
Education
Irvington High School
Seton Hall University
MBA, Marketing
Gap International 1998 - Present
The London Perret Roche Group 1986 - 1998
Merrill Lynch 1984 - 1986
Education
Irvington High School
Seton Hall University
MBA, Marketing
Esther Schmit's Merrill Lynch Experience August 2008 - October 2008
Job Financial Reporting Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial 2014 - Present
Booz & Company September 2013 - January 2014
Booz & Company July 2010 - September 2013
JP Morgan Chase March 2010 - July 2010
Sanofi May 2009 - March 2010
Merrill Lynch August 2008 - October 2008
MetLife June 2008 - July 2008
MTV Networks September 2007 - November 2007
Skills
Financial Analysis, Treasury, Financial Statement..., Mergers & Acquisitions, Corporate Finance, Capital Markets, Netting, Global Cash Management, Foreign Exchange Risk..., Sweep Accounts, Cash Reporting, Positive Pay, Cash Operations, Covenant Compliance, Bloomberg Terminal, Cash Flow Forecasting, Pivot Tables, Vlookup, SAP, Finance, Forecasting, Cash Management, Risk Management, MS Excel Pivot Tables, FBAR Reporting
Education
Seton Hall University 2005 — 2008
Bachelor of Science in Business Administration, Finance, Minor in International Finance
Investment Banking Institute 2009 — 2009
Finance
Prudential Financial 2014 - Present
Booz & Company September 2013 - January 2014
Booz & Company July 2010 - September 2013
JP Morgan Chase March 2010 - July 2010
Sanofi May 2009 - March 2010
Merrill Lynch August 2008 - October 2008
MetLife June 2008 - July 2008
MTV Networks September 2007 - November 2007
Skills
Financial Analysis, Treasury, Financial Statement..., Mergers & Acquisitions, Corporate Finance, Capital Markets, Netting, Global Cash Management, Foreign Exchange Risk..., Sweep Accounts, Cash Reporting, Positive Pay, Cash Operations, Covenant Compliance, Bloomberg Terminal, Cash Flow Forecasting, Pivot Tables, Vlookup, SAP, Finance, Forecasting, Cash Management, Risk Management, MS Excel Pivot Tables, FBAR Reporting
Education
Seton Hall University 2005 — 2008
Bachelor of Science in Business Administration, Finance, Minor in International Finance
Investment Banking Institute 2009 — 2009
Finance
Lauren Covino's Merrill Lynch Experience Senior Account ExecutiveManning, Selvage & Lee Public RelationsJuly 2007 - November 2007
Job Assistant Vice President Staff Support at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Senior Account ExecutiveManning, Selvage & Lee Public RelationsJuly 2007 - November 2007
Synergy Events May 2003 - July 2007
Education
Seton Hall University
Merrill Lynch Senior Account ExecutiveManning, Selvage & Lee Public RelationsJuly 2007 - November 2007
Synergy Events May 2003 - July 2007
Education
Seton Hall University
Denis Foley's Merrill Lynch Experience 1989 - 2008
Job Adjunct Professor at Monmouth University
Industry Education Management
Experience
LEaD Associates, LLC October 2009 - January 2013
Monmouth University September 2008 - December 2012
Merrill Lynch 1989 - 2008
GE Semiconductor 1970 - 1989
US Army July 1968 - May 1970
Education
Seton Hall University 1970 — 1973
MBA, QA
Seton Hall University 1962 — 1966
Bachelor of Science (BS), Mathematics
LEaD Associates, LLC October 2009 - January 2013
Monmouth University September 2008 - December 2012
Merrill Lynch 1989 - 2008
GE Semiconductor 1970 - 1989
US Army July 1968 - May 1970
Education
Seton Hall University 1970 — 1973
MBA, QA
Seton Hall University 1962 — 1966
Bachelor of Science (BS), Mathematics
Brian O'Grady's Merrill Lynch Experience 2001 - 2005
Job Managing Director Global Head of Fund Raising at Mainstreet
Industry Financial Services
Experience
Mainstreet December 2014 - Present
Brookfield Asset Management 2011 - 2014
The Blackstone Group - Park Hill Group 2008 - October 2011
Neuberger Berman 2005 - 2008
Merrill Lynch 2001 - 2005
Schering-Plough 1995 - 2001
Education
Seton Hall University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
The Catholic University of America 1989 — 1993
Bachelor's Degree, English
Christian Brother's Academy
Mainstreet December 2014 - Present
Brookfield Asset Management 2011 - 2014
The Blackstone Group - Park Hill Group 2008 - October 2011
Neuberger Berman 2005 - 2008
Merrill Lynch 2001 - 2005
Schering-Plough 1995 - 2001
Education
Seton Hall University 1999 — 2001
Master of Business Administration (M.B.A.), Finance
The Catholic University of America 1989 — 1993
Bachelor's Degree, English
Christian Brother's Academy
Ken Higdon's Merrill Lynch Experience September 2006 - March 2009
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch September 2006 - March 2009
Merrill Lynch November 2000 - September 2006
Skills
Mutual Funds, Retirement, Equities, Investments, 401k, Securities, Retirement Planning, Fixed Income, Asset Managment, Asset Allocation, Wealth Management, Defined Benefit, Portfolio Management
Education
Seton Hall University 1998 — 2000
MBA, Finance
University of Connecticut 1992 — 1996
BA, Finance
Bank of America Merrill Lynch 2009 - Present
Merrill Lynch September 2006 - March 2009
Merrill Lynch November 2000 - September 2006
Skills
Mutual Funds, Retirement, Equities, Investments, 401k, Securities, Retirement Planning, Fixed Income, Asset Managment, Asset Allocation, Wealth Management, Defined Benefit, Portfolio Management
Education
Seton Hall University 1998 — 2000
MBA, Finance
University of Connecticut 1992 — 1996
BA, Finance
Craig C. Fuller's Merrill Lynch Experience August 2011 - Present
Job User Experience Lead
Industry Capital Markets
Experience
Merrill Lynch August 2011 - Present
Merrill Lynch June 2009 - July 2011
Merrill Lynch October 2007 - June 2009
Merrill Lynch 2000 - 2009
Logical Design Solutions 2000 - 2003
Skills
Cross-functional Team..., Fixed Income, Management, User Experience, Strategy, Financial Services, Business Analysis, Change Management, Web Development, Analysis, Leadership, Program Management, Requirements Gathering, Risk Management
Education
Seton Hall University 1989 — 1993
BS, Accounting
Merrill Lynch August 2011 - Present
Merrill Lynch June 2009 - July 2011
Merrill Lynch October 2007 - June 2009
Merrill Lynch 2000 - 2009
Logical Design Solutions 2000 - 2003
Skills
Cross-functional Team..., Fixed Income, Management, User Experience, Strategy, Financial Services, Business Analysis, Change Management, Web Development, Analysis, Leadership, Program Management, Requirements Gathering, Risk Management
Education
Seton Hall University 1989 — 1993
BS, Accounting
JAMES M. KURPICK's Merrill Lynch Experience 1986 - 1988
Job Manager Data Governance, Data Quality Master Data Management, CE Systems and Data Management at Novo Nordisk A/S
Industry Pharmaceuticals
Experience
Novo Nordisk A/S November 2012 - Present
Novo Nordisk A/S April 2011 - November 2012
Roche Pharmaceuticals 2005 - January 2011
Roche Pharmaceuticals 1998 - 2005
Bracco Diagnostics 1994 - 1998
Bristol-Myers Squibb 1991 - 1994
Verizon Wireless 1989 - 1991
Panasonic 1988 - 1989
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Data Integration, Business Analysis, Data Warehousing, Master Data Management, Informatica, CRM, Integration, Microsoft SQL Server, Software Documentation, IT Strategy, SDLC, Oracle, Requirements Analysis, Data Modeling, PL/SQL, ETL
Education
Seton Hall University
BS, Information Technology Management
Novo Nordisk A/S November 2012 - Present
Novo Nordisk A/S April 2011 - November 2012
Roche Pharmaceuticals 2005 - January 2011
Roche Pharmaceuticals 1998 - 2005
Bracco Diagnostics 1994 - 1998
Bristol-Myers Squibb 1991 - 1994
Verizon Wireless 1989 - 1991
Panasonic 1988 - 1989
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Data Integration, Business Analysis, Data Warehousing, Master Data Management, Informatica, CRM, Integration, Microsoft SQL Server, Software Documentation, IT Strategy, SDLC, Oracle, Requirements Analysis, Data Modeling, PL/SQL, ETL
Education
Seton Hall University
BS, Information Technology Management
Cindy Jacovinich (Corris)'s Merrill Lynch Experience May 2005 - Present
Job Six Sigma Project Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Merrill Lynch April 2001 - May 2005
MDM Technolgogies 1994 - 2001
J H Cohn 1982 - 1994
Skills
Financial Analysis, Six Sigma, Process Improvement, Strategic Financial..., Banking, Risk Management
Education
Seton Hall University 1978 — 1982
BS, Business, Accounting
Merrill Lynch May 2005 - Present
Merrill Lynch April 2001 - May 2005
MDM Technolgogies 1994 - 2001
J H Cohn 1982 - 1994
Skills
Financial Analysis, Six Sigma, Process Improvement, Strategic Financial..., Banking, Risk Management
Education
Seton Hall University 1978 — 1982
BS, Business, Accounting
Colleen Stott's Merrill Lynch Experience November 2006 - Present
Job Investment Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2006 - Present
Hewitt Investment Group June 2001 - April 2006
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution, Investments, Due Diligence, Mutual Funds, Investment Management
Education
University of Connecticut 1999 — 2001
MBA, Finance
Seton Hall University 1995 — 1999
B.S. Business Administration, Management and a minor in Economics
Merrill Lynch November 2006 - Present
Hewitt Investment Group June 2001 - April 2006
Skills
Retirement, 401k, Pensions, Defined Benefit, Retirement Plan..., Defined Contribution, Investments, Due Diligence, Mutual Funds, Investment Management
Education
University of Connecticut 1999 — 2001
MBA, Finance
Seton Hall University 1995 — 1999
B.S. Business Administration, Management and a minor in Economics
Merri Nannarone's Merrill Lynch Experience 1990 - 2002
Job Sr. Business Analyst / Perficient
Industry Financial Services
Experience
Perficient August 2013 - Present
New York Life June 2006 - June 2013
Pension Parameters Financial Services 2005 - 2006
CGI 2004 - 2005
MetLife 2003 - 2004
Merrill Lynch 1990 - 2002
Skills
Financial Services, Mutual Funds, Relationship Management, 401k, Process Improvement, Retirement, Employee Benefits, Business Analysis, Team Leadership, Mentoring Of Staff, Qualified Retirement..., Management, Project Management, ERISA, Delivering Results
Education
Seton Hall University 1982 — 1986
BA, Political Science
Seton Hall University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Perficient August 2013 - Present
New York Life June 2006 - June 2013
Pension Parameters Financial Services 2005 - 2006
CGI 2004 - 2005
MetLife 2003 - 2004
Merrill Lynch 1990 - 2002
Skills
Financial Services, Mutual Funds, Relationship Management, 401k, Process Improvement, Retirement, Employee Benefits, Business Analysis, Team Leadership, Mentoring Of Staff, Qualified Retirement..., Management, Project Management, ERISA, Delivering Results
Education
Seton Hall University 1982 — 1986
BA, Political Science
Seton Hall University 1982 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Chika Bedu-Addo's Merrill Lynch Experience 1992 - 1996
Job Marketing Director at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim August 2014 - Present
Boehringer Ingelheim April 2008 - Present
P&G May 2005 - April 2008
Wireless Multimedia Solutions 2001 - 2002
BuildNet 2000 - 2001
Merrill Lynch 1992 - 1996
Skills
Oncology, Diabetes, Gastroenterology, Immunology, Pharmaceutical Industry, Product Launch, Pharmaceutical Sales, Cross-functional Team..., Segmentation, Global Marketing, Market Research, Sales Effectiveness, Competitive Analysis, Customer Insight, Market Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Marketing & Supply Chain Mgmt
Seton Hall University 1991 — 1994
BS, Computer Science
Boehringer Ingelheim August 2014 - Present
Boehringer Ingelheim April 2008 - Present
P&G May 2005 - April 2008
Wireless Multimedia Solutions 2001 - 2002
BuildNet 2000 - 2001
Merrill Lynch 1992 - 1996
Skills
Oncology, Diabetes, Gastroenterology, Immunology, Pharmaceutical Industry, Product Launch, Pharmaceutical Sales, Cross-functional Team..., Segmentation, Global Marketing, Market Research, Sales Effectiveness, Competitive Analysis, Customer Insight, Market Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Marketing & Supply Chain Mgmt
Seton Hall University 1991 — 1994
BS, Computer Science
Nancy Caputo's Merrill Lynch Experience 1985 - 2008
Job Director of Religious Education
Industry Religious Institutions
Experience
Saint James the Apostle Church 2008 - Present
Union County Board of Education 2010 - March 2011
Merrill Lynch 1985 - 2008
St James the Apostle School March 2003 - June 2006
Skills
Teacher/Special Ed, Program Management, Administrative Support, Public Speaking, Leadership Development, Event Planning, Non-profits, Strategic Planning, Teaching, Coaching, Customer Service, Organizational..., Team Building, Microsoft Office, Budgets, Nonprofits, PowerPoint, Administrative..., Editing, Volunteer Management, Fundraising, Human Resources, Event Management, Public Relations, Leadership, Curriculum Design, Community Outreach, Program Development, Higher Education, Instructional Design, Special Education, Educational Leadership, Training, Social Media, Tutoring
Education
Seton Hall University 2008 — 2010
Endorsement, Special Education
Seton Hall University 2004 — 2006
Masters, Educational Development
Saint James the Apostle Church 2008 - Present
Union County Board of Education 2010 - March 2011
Merrill Lynch 1985 - 2008
St James the Apostle School March 2003 - June 2006
Skills
Teacher/Special Ed, Program Management, Administrative Support, Public Speaking, Leadership Development, Event Planning, Non-profits, Strategic Planning, Teaching, Coaching, Customer Service, Organizational..., Team Building, Microsoft Office, Budgets, Nonprofits, PowerPoint, Administrative..., Editing, Volunteer Management, Fundraising, Human Resources, Event Management, Public Relations, Leadership, Curriculum Design, Community Outreach, Program Development, Higher Education, Instructional Design, Special Education, Educational Leadership, Training, Social Media, Tutoring
Education
Seton Hall University 2008 — 2010
Endorsement, Special Education
Seton Hall University 2004 — 2006
Masters, Educational Development
Bill Stush's Merrill Lynch Experience May 2005 - Present
Job Managing Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Deutsche Bank December 2000 - May 2005
Bankers Trust June 1989 - November 2000
Education
Seton Hall University 1985 — 1989
Merrill Lynch May 2005 - Present
Deutsche Bank December 2000 - May 2005
Bankers Trust June 1989 - November 2000
Education
Seton Hall University 1985 — 1989
David Sclafane's Merrill Lynch Experience 1996 - 2008
Job at KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. March 2010 - Present
Merrill Lynch 1996 - 2008
Skills
Series 7, Equities, Trading, Bloomberg
Education
Seton Hall University 1991 — 1995
BA
KCG Holdings, Inc. March 2010 - Present
Merrill Lynch 1996 - 2008
Skills
Series 7, Equities, Trading, Bloomberg
Education
Seton Hall University 1991 — 1995
BA
Diana Miszkiewicz's Merrill Lynch Experience December 1993 - March 2005
Job Business Development MasterCard Worldwide
Industry Banking
Experience
MasterCard January 2010 - Present
MasterCard January 2008 - December 2009
MasterCard May 2005 - December 2007
Merrill Lynch December 1993 - March 2005
Skills
Project Management, Financial Services, Credit Cards, Banking, Payments, Risk Management, Business Analysis, Payment Systems, Debit Cards, Product Management, Process Improvement, Asset Allocation, Equity Research, Presentations, Strategic Partnerships, Portfolio Management, Business Planning, Leadership, Technology Integration, Six Sigma
Education
University of Pennsylvania 1996 — 1997
Certified Investment Management Analyst, Finance, General
Villanova University 1996 — 1997
Six Sigma Black Belt Certification
Seton Hall University 1988 — 1992
BS, Finance
MasterCard January 2010 - Present
MasterCard January 2008 - December 2009
MasterCard May 2005 - December 2007
Merrill Lynch December 1993 - March 2005
Skills
Project Management, Financial Services, Credit Cards, Banking, Payments, Risk Management, Business Analysis, Payment Systems, Debit Cards, Product Management, Process Improvement, Asset Allocation, Equity Research, Presentations, Strategic Partnerships, Portfolio Management, Business Planning, Leadership, Technology Integration, Six Sigma
Education
University of Pennsylvania 1996 — 1997
Certified Investment Management Analyst, Finance, General
Villanova University 1996 — 1997
Six Sigma Black Belt Certification
Seton Hall University 1988 — 1992
BS, Finance
Phil Martello's Merrill Lynch Experience 1986 - 1988
Job Manager, Consumer Care Procurement at Bayer HealthCare
Industry Pharmaceuticals
Experience
Bayer HealthCare 2002 - Present
BASF October 1988 - July 2001
Merrill Lynch 1986 - 1988
Foster Wheeler Energy Ltd 1980 - 1986
Skills
Sourcing & Procurement, SAP Project Management, SAP, Procurement, Healthcare, Supply Chain Management, Strategic Sourcing, Supply Chain, Forecasting, Supply Management, Global Sourcing, SAP R/3, Project Planning, Purchasing, Process Improvement, Demand Planning, Production Planning, Materials Management, Management, Logistics, Pharmaceutical Industry, MRP, Cross-functional Team..., Change Management, SAP Implementation, Supply Chain..., Business Process, Supplier Evaluation, Process Engineering, Leadership, Vendor Management, GMP, Raw Materials, eSourcing, Supplier Development, Manufacturing, Product Launch, Continuous Improvement, Contract Manufacturing, ERP, Pricing, Six Sigma, Business Process..., Strategy, Sourcing, Contract Negotiation, Spend Analysis, E-procurement, Inventory Management, Lean Manufacturing
Education
Seton Hall University 1967 — 1975
BS and Masters, Administration
PP
Bayer HealthCare 2002 - Present
BASF October 1988 - July 2001
Merrill Lynch 1986 - 1988
Foster Wheeler Energy Ltd 1980 - 1986
Skills
Sourcing & Procurement, SAP Project Management, SAP, Procurement, Healthcare, Supply Chain Management, Strategic Sourcing, Supply Chain, Forecasting, Supply Management, Global Sourcing, SAP R/3, Project Planning, Purchasing, Process Improvement, Demand Planning, Production Planning, Materials Management, Management, Logistics, Pharmaceutical Industry, MRP, Cross-functional Team..., Change Management, SAP Implementation, Supply Chain..., Business Process, Supplier Evaluation, Process Engineering, Leadership, Vendor Management, GMP, Raw Materials, eSourcing, Supplier Development, Manufacturing, Product Launch, Continuous Improvement, Contract Manufacturing, ERP, Pricing, Six Sigma, Business Process..., Strategy, Sourcing, Contract Negotiation, Spend Analysis, E-procurement, Inventory Management, Lean Manufacturing
Education
Seton Hall University 1967 — 1975
BS and Masters, Administration
PP
Larissa Kelly Milligan's Merrill Lynch Experience 1995 - 2000
Job IT Project Manager at UnitedHealth Group
Industry Events Services
Experience
UnitedHealth Group January 2015 - Present
Milligan Auctions January 2010 - Present
The Milligan House April 2000 - Present
Merrill Lynch 1995 - 2000
Merrill Lynch 1992 - 1995
Merrill Lynch June 1990 - June 1992
Education
Seton Hall University 1994 — 1997
MBA, Marketing
The College of New Jersey 1987 — 1991
BS, Business Administration
Teaneck Hign School
UnitedHealth Group January 2015 - Present
Milligan Auctions January 2010 - Present
The Milligan House April 2000 - Present
Merrill Lynch 1995 - 2000
Merrill Lynch 1992 - 1995
Merrill Lynch June 1990 - June 1992
Education
Seton Hall University 1994 — 1997
MBA, Marketing
The College of New Jersey 1987 — 1991
BS, Business Administration
Teaneck Hign School
Colleen Stoia's Merrill Lynch Experience August 2001 - April 2003
Job Unit Manager at AIG
Industry Insurance
Experience
AIG Unit ManagerAIG2001 - 2009
Merrill Lynch August 2001 - April 2003
Education
Seton Hall University 1997 — 2001
Bachelor of Science, Sports Management
AIG Unit ManagerAIG2001 - 2009
Merrill Lynch August 2001 - April 2003
Education
Seton Hall University 1997 — 2001
Bachelor of Science, Sports Management
Lemmon Hamilton's Merrill Lynch Experience May 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch May 2013 - Present
Merrill Lynch June 2011 - May 2013
MetLife April 2011 - June 2011
Merrill Lynch October 2007 - November 2010
Merrill Lynch October 2005 - October 2007
Merrill Lynch July 2004 - October 2005
Merrill Lynch March 2004 - July 2004
Merrill Lynch March 2002 - March 2004
Merrill Lynch April 2000 - March 2002
Merrill Lynch June 1997 - April 2000
Skills
Series 7, Series 66, Series 63, Equities, Options, Financial Advisory, Securities, Investments, Bloomberg, Wealth Management, Fixed Income, Portfolio Management, Insurance, Trading, Customer Relations, Derivatives, Excel, Mutual Funds, Word, Banking, Microsoft Office, Call Center, Asset Allocation, Investment Advisory, Financial Modeling, FINRA, Call Centers, Retirement, Financial Services, Equity Derivatives, Alternative Investments, ETFs, Retirement Planning, Bonds
Education
Seton Hall University 1992 — 1997
BS, Business
Merrill Lynch May 2013 - Present
Merrill Lynch June 2011 - May 2013
MetLife April 2011 - June 2011
Merrill Lynch October 2007 - November 2010
Merrill Lynch October 2005 - October 2007
Merrill Lynch July 2004 - October 2005
Merrill Lynch March 2004 - July 2004
Merrill Lynch March 2002 - March 2004
Merrill Lynch April 2000 - March 2002
Merrill Lynch June 1997 - April 2000
Skills
Series 7, Series 66, Series 63, Equities, Options, Financial Advisory, Securities, Investments, Bloomberg, Wealth Management, Fixed Income, Portfolio Management, Insurance, Trading, Customer Relations, Derivatives, Excel, Mutual Funds, Word, Banking, Microsoft Office, Call Center, Asset Allocation, Investment Advisory, Financial Modeling, FINRA, Call Centers, Retirement, Financial Services, Equity Derivatives, Alternative Investments, ETFs, Retirement Planning, Bonds
Education
Seton Hall University 1992 — 1997
BS, Business
Eric Garofalo's Merrill Lynch Experience 1997 - 2000
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
AXA Equitable October 2010 - February 2011
ING September 2008 - October 2010
CitiStreet August 2006 - September 2008
CitiStreet May 2004 - August 2006
CitiStreet September 2000 - August 2004
Merrill Lynch 1997 - 2000
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities
Education
Seton Hall University
Morgan Stanley Wealth Management January 2011 - Present
AXA Equitable October 2010 - February 2011
ING September 2008 - October 2010
CitiStreet August 2006 - September 2008
CitiStreet May 2004 - August 2006
CitiStreet September 2000 - August 2004
Merrill Lynch 1997 - 2000
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities
Education
Seton Hall University
Gregory Rosta's Merrill Lynch Experience 1996 - 1997
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
AllianceBernstein July 2009 - February 2015
AllianceBernstein Investments, Inc. July 2009 - February 2015
Nationwide Funds Group May 2009 - July 2009
AllianceBernstein July 2006 - May 2009
NASD September 2005 - July 2006
State of New Jersey February 2003 - September 2005
Merrill Lynch 1996 - 1997
Skills
Securities, Mutual Funds, Compliance, Investments, Series 24, Separately Managed..., Regulatory Affairs, Regulatory Reporting, FINRA, Alternative Investments, Hedge Funds, Regulatory Requirements, Distribution Agreements
Education
Seton Hall University 1998 — 2002
MBA, Finance
Seton Hall University School of Law 1998 — 2002
JD
Seton Hall University 1994 — 1998
BS, Business Management
BlackRock March 2015 - Present
AllianceBernstein July 2009 - February 2015
AllianceBernstein Investments, Inc. July 2009 - February 2015
Nationwide Funds Group May 2009 - July 2009
AllianceBernstein July 2006 - May 2009
NASD September 2005 - July 2006
State of New Jersey February 2003 - September 2005
Merrill Lynch 1996 - 1997
Skills
Securities, Mutual Funds, Compliance, Investments, Series 24, Separately Managed..., Regulatory Affairs, Regulatory Reporting, FINRA, Alternative Investments, Hedge Funds, Regulatory Requirements, Distribution Agreements
Education
Seton Hall University 1998 — 2002
MBA, Finance
Seton Hall University School of Law 1998 — 2002
JD
Seton Hall University 1994 — 1998
BS, Business Management
Joe Bellino's Merrill Lynch Experience 1987 - 2008
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America 2009 - Present
Merrill Lynch 1987 - 2008
Education
Seton Hall University
BS, Finance
Bank of America 2009 - Present
Merrill Lynch 1987 - 2008
Education
Seton Hall University
BS, Finance
Hiranka Dassanayake's Merrill Lynch Experience April 2007 - June 2009
Job VP Sr. Business Tech. Manager
Industry Investment Banking
Experience
Bank of America June 2009 - Present
Merrill Lynch April 2007 - June 2009
Merrill Lynch February 2005 - April 2007
Seton Hall University September 2003 - February 2005
Mindware October 1999 - November 2001
Skills
Financial Modeling, Retail Banking, Risk Management, Portfolio Management, Finance, Financial Analysis, Project Management, Business Strategy, Business Process..., Business Development, Cost Transparency, Team Management, Financial Forecasting, Product Management, Product Marketing, Instructor-led Training, Information Technology..., Expense Management, Chargebacks, Strategic Planning, Project Planning, Banking, Budgets, Business Analysis, Financial Services, Management
Education
Seton Hall University 2003 — 2005
MBA, Finance / Management
Seton Hall University 2002 — 2004
M.Sc., International Business
Bank of America June 2009 - Present
Merrill Lynch April 2007 - June 2009
Merrill Lynch February 2005 - April 2007
Seton Hall University September 2003 - February 2005
Mindware October 1999 - November 2001
Skills
Financial Modeling, Retail Banking, Risk Management, Portfolio Management, Finance, Financial Analysis, Project Management, Business Strategy, Business Process..., Business Development, Cost Transparency, Team Management, Financial Forecasting, Product Management, Product Marketing, Instructor-led Training, Information Technology..., Expense Management, Chargebacks, Strategic Planning, Project Planning, Banking, Budgets, Business Analysis, Financial Services, Management
Education
Seton Hall University 2003 — 2005
MBA, Finance / Management
Seton Hall University 2002 — 2004
M.Sc., International Business
Joseph Chris's Merrill Lynch Experience 1997 - 2002
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
MetLife April 2009 - Present
Credit Suisse 2002 - 2007
Merrill Lynch 1997 - 2002
AT&T 1996 - 1996
Mutual Benefit Life 1988 - 1991
Bankers Trust 1988 - 1991
Skills
Strategic Planning, Fixed Income, Financial Services, Portfolio Management, Vendor Management, Program Management, Customer Service, Risk Management, Team Building, Finance, Business Analysis, SDLC, Project Management
Education
Seton Hall University 1984 — 1988
BS, Finance
Seton Hall Prep
Bank of America August 2010 - Present
MetLife April 2009 - Present
Credit Suisse 2002 - 2007
Merrill Lynch 1997 - 2002
AT&T 1996 - 1996
Mutual Benefit Life 1988 - 1991
Bankers Trust 1988 - 1991
Skills
Strategic Planning, Fixed Income, Financial Services, Portfolio Management, Vendor Management, Program Management, Customer Service, Risk Management, Team Building, Finance, Business Analysis, SDLC, Project Management
Education
Seton Hall University 1984 — 1988
BS, Finance
Seton Hall Prep
John Marinella's Merrill Lynch Experience August 1984 - January 1987
Job Global AML Training Group Manager at Citi
Industry Banking
Experience
Citi October 2012 - Present
Citibank June 2006 - October 2012
Citi May 2000 - May 2006
Citi June 1995 - April 2000
Citi September 1990 - March 2000
Citi February 1987 - August 1990
Merrill Lynch August 1984 - January 1987
Skills
Retail Banking, Commercial Banking, Banking, Cross Selling, Credit, Series 7, Commercial Lending, Consumer Lending, Fixed Income, Credit Analysis, Small Business Lending, Loans, Series 63, Portfolio Management, Training, Team Leadership, Superior Client Service, Securities licenses..., Securities, Relationship Management, Financial Services, Branch Banking, Mutual Funds, Mortgage Lending, Financial Risk, Credit Risk, Credit Cards, AML
Education
Seton Hall University 1980 — 1984
Bachelor's degree, finance
Citi October 2012 - Present
Citibank June 2006 - October 2012
Citi May 2000 - May 2006
Citi June 1995 - April 2000
Citi September 1990 - March 2000
Citi February 1987 - August 1990
Merrill Lynch August 1984 - January 1987
Skills
Retail Banking, Commercial Banking, Banking, Cross Selling, Credit, Series 7, Commercial Lending, Consumer Lending, Fixed Income, Credit Analysis, Small Business Lending, Loans, Series 63, Portfolio Management, Training, Team Leadership, Superior Client Service, Securities licenses..., Securities, Relationship Management, Financial Services, Branch Banking, Mutual Funds, Mortgage Lending, Financial Risk, Credit Risk, Credit Cards, AML
Education
Seton Hall University 1980 — 1984
Bachelor's degree, finance
NNicole Zarate's Merrill Lynch Experience October 2013 - June 2015
Job
Industry Nonprofit Organization Management
Experience
Merrill Lynch October 2013 - June 2015
Inter-American Foundation September 2014 - September 2014
Merrill Lynch June 2010 - October 2013
Inter-American Foundation September 2013 - September 2013
Peace Corps 2009 - 2009
Safra National Bank of New York 2008 - 2009
Polaris Project 2007 - 2007
Joseph A. Unanue Institute - Seton Hall University 2006 - 2007
Organization of American States May 2006 - September 2006
International Rescue Committee 2005 - 2006
Skills
Spanish, Research, Nonprofits, International Relations, Analysis, Social Media, Diplomacy, Non-profits, Management, Financial Analysis, Policy Analysis, Qualitative Research, Leadership, Editing, Community Outreach, English, Proposal Writing, Public Speaking, Project Management
Education
Seton Hall University 2006 — 2008
M.A.
Seton Hall University 2003 — 2007
Bachelor’s Degree
Merrill Lynch October 2013 - June 2015
Inter-American Foundation September 2014 - September 2014
Merrill Lynch June 2010 - October 2013
Inter-American Foundation September 2013 - September 2013
Peace Corps 2009 - 2009
Safra National Bank of New York 2008 - 2009
Polaris Project 2007 - 2007
Joseph A. Unanue Institute - Seton Hall University 2006 - 2007
Organization of American States May 2006 - September 2006
International Rescue Committee 2005 - 2006
Skills
Spanish, Research, Nonprofits, International Relations, Analysis, Social Media, Diplomacy, Non-profits, Management, Financial Analysis, Policy Analysis, Qualitative Research, Leadership, Editing, Community Outreach, English, Proposal Writing, Public Speaking, Project Management
Education
Seton Hall University 2006 — 2008
M.A.
Seton Hall University 2003 — 2007
Bachelor’s Degree
Brian Pietro's Merrill Lynch Experience June 2007 - May 2009
Job Managing Director Head of Global Markets Operations, North America
Industry Financial Services
Experience
HSBC June 2009 - Present
Merrill Lynch June 2007 - May 2009
DTCC March 2006 - June 2007
Deutsche Bank October 2002 - March 2006
Goldman Sachs November 1997 - September 2002
Prudential Insurance June 1995 - November 1997
Skills
Capital Markets, Fixed Income, Derivatives, Operational Risk, Product Control, Back Office, Equities, Credit Derivatives, Rates, Credit, Commodity, FX Options, Trading, Middle Office, Structured Products, Hedge Funds, Investment Banking
Education
Seton Hall University 1996 — 1998
Master of Business Administration (M.B.A.)
Seton Hall University 1991 — 1995
Bachelor's degree
Pequannock Township High School 1987 — 1991
HSBC June 2009 - Present
Merrill Lynch June 2007 - May 2009
DTCC March 2006 - June 2007
Deutsche Bank October 2002 - March 2006
Goldman Sachs November 1997 - September 2002
Prudential Insurance June 1995 - November 1997
Skills
Capital Markets, Fixed Income, Derivatives, Operational Risk, Product Control, Back Office, Equities, Credit Derivatives, Rates, Credit, Commodity, FX Options, Trading, Middle Office, Structured Products, Hedge Funds, Investment Banking
Education
Seton Hall University 1996 — 1998
Master of Business Administration (M.B.A.)
Seton Hall University 1991 — 1995
Bachelor's degree
Pequannock Township High School 1987 — 1991
Matthew Encarnacion's Merrill Lynch Experience August 2007 - February 2008
Job Vice President, Operations Client Services at Barclays
Industry Financial Services
Experience
Barclays November 2012 - Present
Barclays Capital March 2011 - November 2012
Och Ziff Capital Management February 2008 - March 2011
Merrill Lynch August 2007 - February 2008
Israel Discount Bank January 2005 - September 2005
Amazing Amusements and Entertainment May 1997 - September 2004
New Horizons in Autism February 2000 - September 2000
Skills
Derivatives, Equities, Middle Office, Interest Rate..., Credit, Settlement, Structured Products, Management, Structured Finance, Account Reconciliation, Foreign Exchange, Project Management, Software Documentation
Education
Seton Hall University 2006 — 2007
MBA, Finance
Rutgers University 2001 — 2005
B.S, Sociology and Economics
Barclays November 2012 - Present
Barclays Capital March 2011 - November 2012
Och Ziff Capital Management February 2008 - March 2011
Merrill Lynch August 2007 - February 2008
Israel Discount Bank January 2005 - September 2005
Amazing Amusements and Entertainment May 1997 - September 2004
New Horizons in Autism February 2000 - September 2000
Skills
Derivatives, Equities, Middle Office, Interest Rate..., Credit, Settlement, Structured Products, Management, Structured Finance, Account Reconciliation, Foreign Exchange, Project Management, Software Documentation
Education
Seton Hall University 2006 — 2007
MBA, Finance
Rutgers University 2001 — 2005
B.S, Sociology and Economics
Christopher Storch's Merrill Lynch Experience June 2011 - Present
Job Assistant Supervisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch September 2009 - June 2011
Ameriprise Financial Services, Inc. March 2008 - September 2009
Johnson & Johnson May 2008 - August 2008
Skills
Series 24, Series 7, Series 66
Education
Seton Hall University 2011 — 2015
Master of Business Administration, Accounting
Seton Hall University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Merrill Lynch June 2011 - Present
Merrill Lynch September 2009 - June 2011
Ameriprise Financial Services, Inc. March 2008 - September 2009
Johnson & Johnson May 2008 - August 2008
Skills
Series 24, Series 7, Series 66
Education
Seton Hall University 2011 — 2015
Master of Business Administration, Accounting
Seton Hall University 2005 — 2009
Bachelor of Science in Business Administration, Finance
DANIEL CUNNING's Merrill Lynch Experience April 2007 - December 2012
Job Vice President at Bank of America Merrill Lynch
Industry Accounting
Experience
Bank of America January 2013 - Present
Merrill Lynch April 2007 - December 2012
Skills
Fixed Income, Bloomberg, Equities, Valuation, Risk Management, Investments, Corporate Finance, Microsoft Excel, Capital Markets
Education
University of Scranton 2011 — 2013
Seton Hall University 2002 — 2006
Bank of America January 2013 - Present
Merrill Lynch April 2007 - December 2012
Skills
Fixed Income, Bloomberg, Equities, Valuation, Risk Management, Investments, Corporate Finance, Microsoft Excel, Capital Markets
Education
University of Scranton 2011 — 2013
Seton Hall University 2002 — 2006
Annaliese Rush's Merrill Lynch Experience June 2003 - June 2005
Job Marketing Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. October 2014 - June 2015
Merrill Lynch June 2003 - June 2005
Merrill Lynch June 2001 - June 2003
Merrill Lynch June 2000 - June 2001
ADP, Inc. November 1997 - June 2000
ADP September 1996 - November 1997
ADP September 1994 - September 1996
Witco Corporation June 1992 - September 1994
Federal Reserve Bank of New York June 1987 - June 1992
Skills
Executive Reporting, Marketing Communications, Client Presentation, Asset Management, Reporting & Analysis, Team Leadership, Asset Allocation, Pension Funds, 401k, Manage Client..., Client Liaison, Team Management, Financial Analysis, Corporate Communications, Investments, CRM, Portfolio Management, Banking, Financial Services
Education
Seton Hall University 1987 — 1990
Masters of Business Administration, Concentration in Finance with a Certificate in International Business
Seton Hall University 1982 — 1986
Bachelor of Science, Finance
JPMorgan Chase & Co. October 2014 - June 2015
Merrill Lynch June 2003 - June 2005
Merrill Lynch June 2001 - June 2003
Merrill Lynch June 2000 - June 2001
ADP, Inc. November 1997 - June 2000
ADP September 1996 - November 1997
ADP September 1994 - September 1996
Witco Corporation June 1992 - September 1994
Federal Reserve Bank of New York June 1987 - June 1992
Skills
Executive Reporting, Marketing Communications, Client Presentation, Asset Management, Reporting & Analysis, Team Leadership, Asset Allocation, Pension Funds, 401k, Manage Client..., Client Liaison, Team Management, Financial Analysis, Corporate Communications, Investments, CRM, Portfolio Management, Banking, Financial Services
Education
Seton Hall University 1987 — 1990
Masters of Business Administration, Concentration in Finance with a Certificate in International Business
Seton Hall University 1982 — 1986
Bachelor of Science, Finance
Bill Barnum's Merrill Lynch Experience April 2000 - July 2003
Job Vice President ,Private Client Relationship Manager,TD Wealth Private Client Group
Industry Banking
Experience
TD Bank April 2010 - Present
JPMorganChase 2003 - June 2010
Merrill Lynch April 2000 - July 2003
Skills
Commercial Lending, Banking, Investments, Credit, Mortgage Lending, Loans, Private Banking, Commercial Banking, Small Business Lending, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Portfolio Management, Loan Origination
Education
Seton Hall University 1975 — 1978
MBA
University of Maine 1968 — 1972
BS
TD Bank April 2010 - Present
JPMorganChase 2003 - June 2010
Merrill Lynch April 2000 - July 2003
Skills
Commercial Lending, Banking, Investments, Credit, Mortgage Lending, Loans, Private Banking, Commercial Banking, Small Business Lending, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Portfolio Management, Loan Origination
Education
Seton Hall University 1975 — 1978
MBA
University of Maine 1968 — 1972
BS
Philip LaQuaglia's Merrill Lynch Experience September 1987 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch September 1987 - June 2009
Education
Seton Hall University 1981 — 1985
B.A., Economics
Merrill Lynch September 1987 - June 2009
Education
Seton Hall University 1981 — 1985
B.A., Economics
James Furey's Merrill Lynch Experience September 2007 - January 2008
Job Associate Director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill December 2011 - Present
Sandler O'Neill March 2010 - January 2012
Sandler O'Neill June 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Merrill Lynch September 2007 - January 2008
Education
Seton Hall University 2005 — 2009
BS, Finance
Sandler O'Neill December 2011 - Present
Sandler O'Neill March 2010 - January 2012
Sandler O'Neill June 2009 - February 2010
Sandler O'Neill June 2008 - August 2008
Merrill Lynch September 2007 - January 2008
Education
Seton Hall University 2005 — 2009
BS, Finance
Ed Bayarski's Merrill Lynch Experience 1985 - 1991
Job President at Strategic Wealth Planning,Inc.
Industry Financial Services
Experience
Strategic Wealth Planning,Inc. January 1996 - Present
Merrill Lynch 1985 - 1991
American Express January 1980 - December 1984
Mass Mutual Insurance Company June 1973 - December 1979
Education
Seton Hall University 1968 — 1972
BA, Economics
Strategic Wealth Planning,Inc. January 1996 - Present
Merrill Lynch 1985 - 1991
American Express January 1980 - December 1984
Mass Mutual Insurance Company June 1973 - December 1979
Education
Seton Hall University 1968 — 1972
BA, Economics
David Leja's Merrill Lynch Experience June 2006 - January 2009
Job Wealth Strategy Associate at UBS Financial Services
Industry Investment Management
Experience
UBS May 2010 - Present
Consultant February 2009 - May 2010
Merrill Lynch June 2006 - January 2009
Education
Seton Hall University 2004 — 2008
Bachelors, Finance & Economics
UBS May 2010 - Present
Consultant February 2009 - May 2010
Merrill Lynch June 2006 - January 2009
Education
Seton Hall University 2004 — 2008
Bachelors, Finance & Economics
Paul DeGrazia's Merrill Lynch Experience January 2007 - December 2007
Job Vice President; Senior Relationship Manager
Industry Financial Services
Experience
TD Private Client Wealth January 2010 - Present
Morgan Stanley Smith Barney December 2007 - January 2010
Merrill Lynch January 2007 - December 2007
Education
Seton Hall University 1991 — 1995
BS, Finance
Seton Hall University 1991 — 1995
BS, Finance
TD Private Client Wealth January 2010 - Present
Morgan Stanley Smith Barney December 2007 - January 2010
Merrill Lynch January 2007 - December 2007
Education
Seton Hall University 1991 — 1995
BS, Finance
Seton Hall University 1991 — 1995
BS, Finance
RuthAnn Hartney's Merrill Lynch Experience July 1993 - September 1995
Job Job Developer/ Career Consultant/ Community Integration Specialist
Industry Human Resources
Experience
Consultant, Independent Support Services January 2006 - Present
CitiStreet May 2002 - December 2005
Foxtons August 2001 - April 2002
ADP January 1999 - August 2001
ADP September 1995 - January 1999
Merrill Lynch July 1993 - September 1995
Skills
Human Resources, Training, Project Management, Coaching, Oral & Written..., Well-organized, Training Delivery, Instructional Design, HRIS, Organizational..., CRM, Talent Management, Leadership, Benefits Administration, Process Improvement, Change Management, Multi Tasking, Strongly self-motivated, Client Focused, Employee Training, Employee Benefits, Transition Planning, Interviewing Skills, Resume Writing, HR Consulting
Education
Seton Hall University
MS, Human Resource Management
Villanova University
BS, Finance
Consultant, Independent Support Services January 2006 - Present
CitiStreet May 2002 - December 2005
Foxtons August 2001 - April 2002
ADP January 1999 - August 2001
ADP September 1995 - January 1999
Merrill Lynch July 1993 - September 1995
Skills
Human Resources, Training, Project Management, Coaching, Oral & Written..., Well-organized, Training Delivery, Instructional Design, HRIS, Organizational..., CRM, Talent Management, Leadership, Benefits Administration, Process Improvement, Change Management, Multi Tasking, Strongly self-motivated, Client Focused, Employee Training, Employee Benefits, Transition Planning, Interviewing Skills, Resume Writing, HR Consulting
Education
Seton Hall University
MS, Human Resource Management
Villanova University
BS, Finance
Christopher Colombo's Merrill Lynch Experience July 1996 - Present
Job First Vice President Wealth Structuring/Trust & Estate Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 1996 - Present
Bessemer Trust 1990 - 1996
Arthur Andersen & Co. 1987 - 1990
Skills
Estate Planning, Retirement Planning, Wealth Management..., Wealth Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Portfolio Management, Equities, Fixed Income, Uniform Combined State..., Investment Management, Hedge Funds, Insurance, Risk Management
Education
Seton Hall University 1990 — 1994
MBA, Finance
Wake Forest University 1983 — 1987
BS, Accounting
Arthur L. Johnson High School 1979 — 1983
Seton Hall University 1991 — 1995
MBA, Finance
Merrill Lynch July 1996 - Present
Bessemer Trust 1990 - 1996
Arthur Andersen & Co. 1987 - 1990
Skills
Estate Planning, Retirement Planning, Wealth Management..., Wealth Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Mutual Funds, Investments, Asset Managment, Strategic Financial..., Investment Advisory, Securities, Portfolio Management, Equities, Fixed Income, Uniform Combined State..., Investment Management, Hedge Funds, Insurance, Risk Management
Education
Seton Hall University 1990 — 1994
MBA, Finance
Wake Forest University 1983 — 1987
BS, Accounting
Arthur L. Johnson High School 1979 — 1983
Seton Hall University 1991 — 1995
MBA, Finance
Mario Bucca's Merrill Lynch Experience April 2000 - December 2005
Job Exposure Specialist at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America January 2006 - November 2012
Merrill Lynch April 2000 - December 2005
Paine Webber October 1993 - November 1999
Merrill Lynch January 1991 - October 1993
Merrill Lynch April 1989 - January 1991
Merrill Lynch December 1987 - April 1989
Skills
Banking, Financial Analysis, Risk Management, Collections, Back Office Operations, Financial Reporting, Financial Services, Customer Service
Education
Seton Hall University 1980 — 1985
Bachelor's Degree, Finance
Seton Hall Preparatory 1976 — 1980
Bank of America January 2006 - November 2012
Merrill Lynch April 2000 - December 2005
Paine Webber October 1993 - November 1999
Merrill Lynch January 1991 - October 1993
Merrill Lynch April 1989 - January 1991
Merrill Lynch December 1987 - April 1989
Skills
Banking, Financial Analysis, Risk Management, Collections, Back Office Operations, Financial Reporting, Financial Services, Customer Service
Education
Seton Hall University 1980 — 1985
Bachelor's Degree, Finance
Seton Hall Preparatory 1976 — 1980
Derek O'Leary's Merrill Lynch Experience 1997 - 2002
Job President at CION Securities
Industry Investment Management
Experience
ICON Investment Group October 2008 - Present
CION Securities October 2008 - Present
Hassan &Lear Acquisitions 2005 - 2009
Goldman Sachs January 2004 - October 2005
Salomon Brothers 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Investments, Portfolio Management, Securities, Asset Management, Investment Strategies, Retirement Planning, Hedge Funds, Investment Advisory, Financial Services, Wealth Management, Asset Allocation, Financial Advisory
Education
Seton Hall University 1992 — 1996
BA
ICON Investment Group October 2008 - Present
CION Securities October 2008 - Present
Hassan &Lear Acquisitions 2005 - 2009
Goldman Sachs January 2004 - October 2005
Salomon Brothers 2002 - 2004
Merrill Lynch 1997 - 2002
Skills
Alternative Investments, Series 63, Mutual Funds, Series 7, Investments, Portfolio Management, Securities, Asset Management, Investment Strategies, Retirement Planning, Hedge Funds, Investment Advisory, Financial Services, Wealth Management, Asset Allocation, Financial Advisory
Education
Seton Hall University 1992 — 1996
BA
CARMELA NOCERINO's Merrill Lynch Experience February 2009 - March 2012
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2012 - Present
Merrill Lynch February 2009 - March 2012
Merrill Lynch April 2000 - February 2009
Education
Seton Hall University 1978 — 1982
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Morgan Stanley Smith Barney April 2012 - Present
Merrill Lynch February 2009 - March 2012
Merrill Lynch April 2000 - February 2009
Education
Seton Hall University 1978 — 1982
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Joseph Kaczka's Merrill Lynch Experience February 1998 - June 2004
Job Investment Banking Professional
Industry Investment Banking
Experience
Barclays Capital June 2004 - April 2011
Barclays Capital 2004 - 2011
Barclays Capital June 2004 - February 2010
Merrill Lynch February 1998 - June 2004
CPR USA, INC May 1996 - February 1998
J.P. MORGAN SECURITIES INC April 1989 - May 1996
J.P. MORGAN SECURITIES, INC April 1989 - September 1995
COUNTY NATWEST INC March 1988 - March 1989
BEAR STEARNS & COMPANY, INC November 1985 - February 1988
DEAN WITTER REYNOLDS, INC.STAFF ACCOUNTANT, INTERNATIONAL April 1983 - November 1985
Skills
ABS, MBS, Securities, Trading, Investment Banking, Swaps, Treasury, FX Options, Finance, Options, Banking, Derivatives, Capital Markets, Fixed Income, Equities, Hedge Funds, Bloomberg, Structured Finance, Structured Products, Credit Derivatives, Middle Office, Mergers & Acquisitions
Education
Seton Hall University 1978 — 1982
BS IN BA Accounting, Accounting, Finance
Seton Hall University
Bachelor of Science, Accounting
Barclays Capital June 2004 - April 2011
Barclays Capital 2004 - 2011
Barclays Capital June 2004 - February 2010
Merrill Lynch February 1998 - June 2004
CPR USA, INC May 1996 - February 1998
J.P. MORGAN SECURITIES INC April 1989 - May 1996
J.P. MORGAN SECURITIES, INC April 1989 - September 1995
COUNTY NATWEST INC March 1988 - March 1989
BEAR STEARNS & COMPANY, INC November 1985 - February 1988
DEAN WITTER REYNOLDS, INC.STAFF ACCOUNTANT, INTERNATIONAL April 1983 - November 1985
Skills
ABS, MBS, Securities, Trading, Investment Banking, Swaps, Treasury, FX Options, Finance, Options, Banking, Derivatives, Capital Markets, Fixed Income, Equities, Hedge Funds, Bloomberg, Structured Finance, Structured Products, Credit Derivatives, Middle Office, Mergers & Acquisitions
Education
Seton Hall University 1978 — 1982
BS IN BA Accounting, Accounting, Finance
Seton Hall University
Bachelor of Science, Accounting
Charles Boniface's Merrill Lynch Experience 1996 - 2002
Job Licensed Personal Banking Representative at Santander
Industry Financial Services
Experience
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
Santander Bank, N.A. 2012 - Present
Wells Fargo 2010 - 2012
Wachovia 2002 - 2009
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Wealth Management, Consumer Lending, Mortgage Lending, Series 65, Notary Public, Loan Origination, Life & Health Insurance...
Education
Seton Hall University 1994 — 1995
Bachelor of Science, Finance
Michele Abbate's Merrill Lynch Experience March 2000 - September 2009
Job Executive Director Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2014 - Present
AIG June 2012 - August 2014
Bank of America September 2009 - May 2012
Merrill Lynch March 2000 - September 2009
Deloitte & Touche September 1997 - March 2000
Skills
Banking, Finance, Financial Accounting, Financial Analysis, Financial Planning, Financial Risk, Financial Services, Internal Audit, Management, Risk Management
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
Morgan Stanley September 2014 - Present
AIG June 2012 - August 2014
Bank of America September 2009 - May 2012
Merrill Lynch March 2000 - September 2009
Deloitte & Touche September 1997 - March 2000
Skills
Banking, Finance, Financial Accounting, Financial Analysis, Financial Planning, Financial Risk, Financial Services, Internal Audit, Management, Risk Management
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
James Kilcommons's Merrill Lynch Experience October 2009 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2009 - Present
AXA Advisors June 2008 - March 2009
Skills
Telephony, Series 7, Sales, Emotional Intelligence, Market Knowledge, Communication, Goal Oriented, Asset Allocation, Investment Valuation, Series 66, Investment Compliance, Retention Management, Prospecting Skills
Education
Seton Hall University 2004 — 2008
Bachelor of Science (BS), Finance, General
Merrill Lynch October 2009 - Present
AXA Advisors June 2008 - March 2009
Skills
Telephony, Series 7, Sales, Emotional Intelligence, Market Knowledge, Communication, Goal Oriented, Asset Allocation, Investment Valuation, Series 66, Investment Compliance, Retention Management, Prospecting Skills
Education
Seton Hall University 2004 — 2008
Bachelor of Science (BS), Finance, General
Patrick DeSomma's Merrill Lynch Experience July 2005 - February 2008
Job President at Atlas Advanced Solutions
Industry Financial Services
Experience
Atlas Advanced Solutions January 2015 - Present
Bank of America Merrill Lynch February 2012 - October 2014
Bank of America Merrill Lynch February 2008 - February 2012
Merrill Lynch July 2005 - February 2008
Randstad October 2003 - July 2005
Skills
Credit Derivatives, Fixed Income, Derivatives, Trading, CDX, Bonds, Bloomberg, Market Making, ETFs, CDS, Credit, Swaps, Credit Risk, Series 7, Series 63, Series 55, Financial Markets, Electronic Trading, VBA, C#, .NET, SQL, Trading Systems, Options
Education
Seton Hall University 2001 — 2005
BS, Computer Science
Atlas Advanced Solutions January 2015 - Present
Bank of America Merrill Lynch February 2012 - October 2014
Bank of America Merrill Lynch February 2008 - February 2012
Merrill Lynch July 2005 - February 2008
Randstad October 2003 - July 2005
Skills
Credit Derivatives, Fixed Income, Derivatives, Trading, CDX, Bonds, Bloomberg, Market Making, ETFs, CDS, Credit, Swaps, Credit Risk, Series 7, Series 63, Series 55, Financial Markets, Electronic Trading, VBA, C#, .NET, SQL, Trading Systems, Options
Education
Seton Hall University 2001 — 2005
BS, Computer Science
Patrick Pacillo's Merrill Lynch Experience June 1994 - June 2000
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
SmithBarney June 2000 - February 2009
Merrill Lynch June 1994 - June 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory
Education
Rutherford High School
Seton Hall University
Wells Fargo Advisors February 2009 - Present
SmithBarney June 2000 - February 2009
Merrill Lynch June 1994 - June 2000
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory
Education
Rutherford High School
Seton Hall University
Constance Crawford's Merrill Lynch Experience 1992 - 1999
Job Bookkeeper at Genesis HealthCare
Industry Accounting
Experience
Genesis HealthCare June 2014 - Present
Liberty Tax Service January 2007 - April 2014
Merrill Lynch 1992 - 1999
Merrill Lynch 1991 - 1992
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Customer Service, English, Windows, Research, Teaching, Public Speaking, Bank Reconciliation, Financial Accounting, Internal Audit, Tax Preparation, Income Tax, Tax Law, General Ledger, Journal Entries, Financial Reporting, Accounts Payable, Accounts Receivable, Bookkeeping, Analysis, Accounting, QuickBooks, Access, Data Entry
Education
Seton Hall University 1981 — 1985
Bachelor of Science (BS), Business Administration and Accounting, 3.2 out of 4.0
Genesis HealthCare June 2014 - Present
Liberty Tax Service January 2007 - April 2014
Merrill Lynch 1992 - 1999
Merrill Lynch 1991 - 1992
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Customer Service, English, Windows, Research, Teaching, Public Speaking, Bank Reconciliation, Financial Accounting, Internal Audit, Tax Preparation, Income Tax, Tax Law, General Ledger, Journal Entries, Financial Reporting, Accounts Payable, Accounts Receivable, Bookkeeping, Analysis, Accounting, QuickBooks, Access, Data Entry
Education
Seton Hall University 1981 — 1985
Bachelor of Science (BS), Business Administration and Accounting, 3.2 out of 4.0
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank
LaSalle Bank